HomeMy WebLinkAboutR. Dan Jensen & Associates, Inc. - 2012-02-10 J� CONTRACTS SUBMITTAL TO
CITY CLERK'S OFFICE
To: JOAN FLYNN, City Clerk
Name of Contractor: R. Dan Jensen & Associates, Inc.
Purpose of Contract: For Example:Audit Services or Water Quality Testing Huntington Lake—Huntington Central Park
Consulting Arborist Services
Amount of Contract: $15,000.00
Copy of contract distributed to: The original insurance certificate/waiver distributed
Initiating Dept.
to Risk Management El❑
Finance Dept. ❑ ORIGINAL bonds sent to Treasurer ❑
Date:
Name/E ension
City Attorney's Office
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G:AttyMisc/Contract Forms/City Clerk Transmittal
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
R. DAN JENSEN AND ASSOCL4 TES
FOR
ConsultingArborist Services
Table of Contents
1 Scope of Services.....................................................................................................1
2 City Staff Assistance................................................................................................2
3 Term; Time of Performance.....................................................................................2
4 Compensation..........................................................................................................2
5 Extra Work...............................................................................................................2
6 Method of Payment..................................................................................................3
7 Disposition of Plans, Estimates and Other Documents ...........................................3
8 Hold Harmless .........................................................................................................3
9 Professional Liability Insurance.............................................................................4
10 Certificate of Insurance............................................................................................5
11 Independent Contractor............................................................................................6
12 Termination of Agreement.......................................................................................6
13 Assignment and Delegation......................................................................................6
14 Copyrights/Patents...................................................................................................7
15 City Employees and Officials..................................................................................7
16 Notices.........................................................................................7
17 Consent....................................................................................................................8
18 Modification.............................................................................................................8
19 Section Headings .....................................................................................................8
20 Interpretation of this Agreement..............................................................................8
21 Duplicate Original....................................................................................................9
22 Immigration...............................................................................................................9
23 Legal Services Subcontracting Prohibited................................................................9
24 Attorney's Fees..........................................................................................................10
25 Survival.....................................................................................................................10
26 Governing Law.........................................................................................................10
27 Signatories.................................................................................................................10
28 Entirety......................................................................................................................10
29 Effective Date.................................................................................11
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
R. D)AN JENSEN&ASS®CIA TES, INC.
FOR
CONSULTING ARBORIST SERVICES
THIS AGREEMENT ("Agreement") is made and entered into by and between the City of
Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as
"CITY, and R. D)AN JENSEN & ASSOCIATES, INC., a California Corporation hereinafter
referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide arborist
examination, evaluations and reports; and
Pursuant to documentation on file in the office of the City Clerk, the provisions of the
Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service
contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A," which is
attached hereto and incorporated into this Agreement by this reference. These services shall
sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Robert D. Jensen who shall represent it and
be its sole contact and agent in all consultations with CITY during the performance of this
Agreement.
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2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT in the
performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT are to
commence on �G'� UA��� �� , 20 1 v (the "Commencement Date"). This Agreement
shall automatically terminate three (3) years from the Commencement Date, unless extended or
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no
later than 3 years from the Commencement Date. The time for performance of the tasks
identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be
amended to benefit the PROJECT if mutually agreed to in writing by CITY and
CONSULTANT.
In the event the Commencement Date precedes the Effective Date,
CONSULTANT shall be bound by all terms and conditions as provided herein.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY agrees
to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B,"
which is attached hereto and incorporated by reference into this Agreement, a fee, including all
costs and expenses, not to exceed Fifteen Thousand Dollars ($15,000).
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A" or
changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such
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work only after receiving written authorization from CITY. Additional compensation for such
extra work shall be allowed only if the prior written approval of CITY is obtained.
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit "B."
7. DISPOSITION OF PLANS ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder, including,
without limitation, all original drawings, designs, reports, both field and office notices,
calculations, computer code, language, data or programs, maps, memoranda, letters and other
documents, shall belong to CITY, and CONSULTANT shall turn these materials over to CITY
upon expiration or termination of this Agreement or upon PROJECT completion, whichever
shall occur first. These materials may be used by CITY as it sees fit.
8. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless
CITY, its officers, elected or appointed officials, employees, agents and volunteers from and
against any and all claims, damages, losses, expenses, judgments, demands and defense costs
(including, without limitation, costs and fees of litigation of every nature or liability of any kind
or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's
subcontractors, if any) negligent (or alleged negligent) performance of this Agreement or its
failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its
officers, agents or employees except such loss or damage which was caused by the sole
negligence or willful misconduct of CITY. CONSULTANT will conduct all defense at its sole
cost and expense and CITY shall approve selection of CONSULTANT's counsel. This
indemnity shall apply to all claims and liability regardless of whether any insurance policies are
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applicable. The policy limits do not act as limitation upon the amount of indemnification to be
provided by CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability
insurance policy covering the work performed by it hereunder. This policy shall provide
coverage for CONSULTANT's professional liability in an amount not less than One Million
Dollars ($1,000,000.00) per occurrence and in the aggregate. The above-mentioned insurance
shall not contain a self-insured retention without the express written consent of CITY; however
an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A
claims-made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation of the
scope of work (including subsequent policies purchased as renewals or
replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents that
might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during the
required extended period of coverage following PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision
of at least two (2) years to report claims arising from work performed in connection with this
Agreement.
If CONSULTANT fails or refuses to produce or maintain the insurance required
by this section or fails or refuses to furnish the CITY with required proof that insurance has been
procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to
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forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be
paid for its time and materials expended prior to notification of termination. CONSULTANT
waives the right to receive compensation and agrees to indemnify the CITY for any work
performed prior to approval of insurance by the CITY.
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT shall
furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the
foregoing insurance coverage as required by this Agreement; the certificate shall:
A. provide the name and policy number of each carrier and policy;
B. state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or canceled
by either party, reduced in coverage or in limits except after thirty (30)
days' prior written notice; however, ten (10) days' prior written notice in
the event of cancellation for nonpayment of premium.
CONSULTANT shall maintain the foregoing insurance coverage in force until the
work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not derogate
from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in
this Agreement. CITY or its representative shall at all times have the right to demand the
original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely
manner, the premiums on the insurance hereinabove required.
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11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of this
Agreement as an independent contractor herein and not as an employee of CITY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and all
payment of all taxes, social security, state disability insurance compensation, unemployment
compensation and other payroll deductions for CONSULTANT and its officers, agents and
employees and all business licenses, if any, in connection with the PROJECT and/or the services
to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or without
cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement
by CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as
provided herein. In the event of termination, all finished and unfinished documents, exhibits,
report, and evidence shall, at the option of CITY, become its property and shall be promptly
delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall not be
assigned, delegated or subcontracted by CONSULTANT to any other person or entity without
the prior express written consent of CITY. If an assignment, delegation or subcontract is
approved, all approved assignees, delegates and subconsultants must satisfy the insurance
requirements as set forth in Sections 9 and 10 hereinabove.
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14. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or material
produced as a result of this Agreement.
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY employee
in the work performed pursuant to this Agreement. No officer or employee of CITY shall have
any financial interest in this Agreement in violation of the applicable provisions of the California
Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given either
by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to
CITY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage
prepaid, and depositing the same in the United States Postal Service, to the addresses specified
below. CITY and CONSULTANT may designate different addresses to which subsequent
notices, certificates or other communications will be sent by notifying the other party via
personal delivery, a reputable overnight carrier or U. S. certified mail-return receipt requested:
TO CITY: TO CONSULTANT:
City of Huntington Beach R. Dan Jensen &Associates, Inc.
ATTN: Randy Menzel Attn:Robert D. Jensen
2000 Main Street 18011 Clearwater Circle
Huntington Beach, CA 92648 Huntington Beach, CA 92648
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17. CONSENT
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval to
any subsequent occurrence of the same or any other transaction or event.
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive and are
included solely for convenience of reference only and are not representative of matters included
or excluded from such provisions, and do not interpret, define, limit or describe, or construe the
intent of the parties or affect the construction or interpretation of any provision of this
Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed as a
whole, according to its fair meaning, and not strictly for or against any of the parties. If any
provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be
unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining
covenants and provisions of this Agreement. No covenant or provision shall be deemed
dependent upon any other unless so expressly provided here. As used in this Agreement, the
masculine or neuter gender and singular or plural number shall be deemed to include the other
whenever the context so indicates or requires. Nothing contained herein shall be construed so as
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to require the commission of any act contrary to law, and wherever there is any conflict between
any provision contained herein and any present or future statute, law, ordinance or regulation
contrary to which the parties have no right to contract, then the latter shall prevail, and the
provision of this Agreement which is hereby affected shall be curtailed and limited only to the
extent necessary to bring it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been prepared
and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of
the date of its execution and delivery, be deemed an original. Each duplicate original shall be
deemed an original instrument as against any party who has signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the immigration
and naturalization laws of the United States and shall, in particular, comply with the provisions
of the United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly outside
the scope of services contemplated hereunder. CONSULTANT understands that pursuant to
Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for
CITY; and CITY shall not be liable for payment of any legal services expenses incurred by
CONSULTANT.
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24. ATTORNEY'S FEES
In the event suit is brought by either party to construe, interpret and/or enforce the
terms and/or provisions of this Agreement or to secure the performance hereof, each party shall
bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its
attorney's fees from the nonprevailing party.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context survive
the expiration or termination of this Agreement, shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of
the State of California.
27. SIGNATORIES
Each undersigned represents and warrants that its signature hereinbelow has the
power, authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify CITY fully for any injuries or damages to CITY in the event that such
authority or power is not, in fact,held by the signatory or is withdrawn.
C®NSLTL'I'AN'I''s initials
28. ENTIRETY �!
The parties acknowledge and agree that they are entering into this Agreement
freely and voluntarily following extensive arm's length negotiation, and that each has had the
opportunity to consult with legal counsel prior to executing this Agreement. The parties also
acknowledge and agree that no representations, inducements, promises, agreements or
warranties, oral or otherwise, have been made by that party or anyone acting on that party's
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behalf, which are not embodied in this Agreement, and that that party has not executed this
Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact or
circumstance not expressly set forth in this Agreement. This Agreement, and the attached
exhibits, contain the entire agreement between the parties respecting the subject matter of this
Agreement, and supersede all prior understandings and agreements whether oral or in writing
between the parties respecting the subject matter hereof.
29. EFFECTIVE DATE
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized officers. This Agreement shall be effective on the date
of its approval by the City Attorney. This Agreement shall expire when terminated as provided
herein.
CONSULTANT, CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
R. DAN JENSEN&ASSOCIATES,INC. California
COMPANY NAME
a California Corporation
Tral;is K Hopkins, irector/Chief
\ (Pursuant To HBMC§3.03.100)
By: �o--- �^�---
• APPROVED AS TO FORM:
print name
ITS: (circle one)Chairma resid�ice President
AND City Atto y
By: V, Date
print name
ITS: (circle on Secretary hief Financial Officer/Asst.
Secretary—Treasurer
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EXHIBIT "A"
A. STATEMENT OF WORK: (Narrative of work to be performed)
Consulting Arborist Services
B. CONSULTANT'S DUTIES AND RESPONSIBILITIES:
Duties and responsibilities include: Provide arborist reports,tree hazard evaluation,tree pest
identification, soil problem identification, tree protection during construction, monitor contract
services for tree trimming and curb and gutter installation. Preceding to be provided only as
requested/authorized by City per project.
C. CITY'S DUTIES AND RESPONSIBILITIES:
City recognizes that trees and other plant materials are living organisms, which have a life span
and structural weaknesses dictated by nature. City recognizes that the conclusions presented by
Consultant are Consultant's best calculated judgment based on Consultant's education and
experience.
D. WORK PROGRAM/PROJECT SCHEDULE:
On call/as needed.
EXHIBIT A
EXHIBIT "B"
Payment Schedule (Hourly Payment)
A. Hourly
CONSULTANT'S fees for such services shall be based upon the following hourly rate and
cost schedule:
First Site Visit- $145 per hour with a 0 hour minimum
Hourly Rate - $145
B. Travel. Charges for time during travel are not reimbursable
C. Billing
1. A copy of memoranda, letters, reports, calculations and other documentation
prepared by CONSULTANT may be required to be submitted to CITY to
demonstrate progress toward completion of tasks. In the event CITY rejects or has
comments on any such product, CITY shall identify specific requirements for
satisfactory completion.
2. CONSULTANT shall submit to CITY an invoice for each payment due. Such
invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm
that the work has been performed in accordance with the provisions of this
Agreement; and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is
making satisfactory progress toward completion of tasks in accordance with this
Agreement, CITY shall approve the invoice, in which event payment shall be made
within thirty (30) days of receipt of the invoice by CITY. Such approval shall not
be unreasonably withheld. If CITY does not approve an invoice, CITY shall notify
CONSULTANT in writing of the reasons for non-approval and the schedule of
performance set forth in Exhibit "A" may at the option of CITY be suspended until
the parties agree that past performance by CONSULTANT is in, or has been
brought into compliance, or until this Agreement has expired or is terminated as
provided herein.
3. Any billings for extra work or additional services authorized in advance and in
writing by CITY shall be invoiced separately to CITY. Such invoice shall contain
all of the information required above, and in addition shall list the hours expended
and hourly rate charged for such time. Such invoices shall be approved by CITY if
the work performed is in accordance with the extra work or additional services
requested, and if CITY is satisfied that the statement of hours worked and costs
incurred is accurate. Such approval shall not be unreasonably withheld. Any
dispute between the parties concerning payment of such an invoice shall be treated
as separate and apart from the ongoing performance of the remainder of this
Agreement.
Surfnet Exhibit B hourly 1
11/28/2011 10:59 3103793456 MIKE 14 BALL INS PAGE 02/02 /
Policy Number: LHR81370 Date Entered: 11/26/2011
CERTIFICATE OF LIABILITY INSURANCE DATE
1/28/2011
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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW, THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED,the Polley(les) mu3t be endorsed, if SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy,certain policies may require an endorsement. A Statement on thIr certificate does not confor rights to the
certificate holder in lieu Of such andorsemont s.
PRODUCER _
Mike W. Sall Insurance Agency PHONE Pax
$00 S. Sepulveda Blvd., #213 E IC.N2. x11: (3l0)376^0271 _8tc Noy (310)379-3956
ADDREss_n1ballinaQRol,core
Manhattan. Beach, CA 90266
INBURER(s)AFFORDING COVERAGE •__ NAICiI
INSURER A;Landmark American ins. Co,
INSURED R. Dan Jensen IN3URER01
INSURER C; ---
7288 Murdy Circle INSURERD:
Huntington Beach, CA 92647 INSURER E:, _ __—
INSURER F:
COVERAGES CERTIFICATE NUMBER; REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
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-PMrT
ILTR TYPE OF INSURANCE POLICY NUMBER MMIODYIYYYY NlM100 EXP 1 LIMITS
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DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT 11
A E & 0 Liability ILERS16026 /19/2011 p/19/2012 Par Occurrence $1,000,000.
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Deductible $ 2,500.
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (A@Ach ACORD 101,Additional Ramarka Schadula,It mom PpAca In mgulrad)
21+� ;/" NE A)AS rOR
30 days notice of cancellation (10 days for nor,-payment) .
�•*�'4 iF;j ai /lCOR-ATH, City Attomey/
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CERTIFICATE HOLDER CANCELLATION
City of Huntington Beach SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
17371 GOthard Street THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
Huntington 119a0h, CA 92647-6202
Al1T14OR12ED REPRESENTATIVE
01988.2010 ACORD CORPORATION, All rights reserved.
ACORU 25(2010105) The ACORD name and logo are registered marks of ACORD
Produced using Forme so"Plus software.mwr-ormseosa.eom;Ift"-%Mvn PublfnNnp$00-200.1977
City of Huntington Beach
Business License P.O.Box 190
714 536-5267 FAX 714 536-5934 California 92648
Lori Ann Farrell
Director of Finance
R DAN JENSEN&ASSOCIATES INC
18011 CLEARWATER CIR
HUNTINGTON BEACH CA 92648
Dear Business Owner:
Thank you for your payment. Attached is your City of Huntington Beach Business License.Please note that approximately one
month prior to the license expiration date,you will be mailed a renewal notice for the coming year.If for any reason your
renewal notice does not arrive,you are still responsible to renew and pay your business license amount prior to the expiration
date. You will incur penalties if this payment is not received by the expiration date.
Please post the business license in public view. If you do not transact business from a fixed location within the city,you must
carry this license with you at all times. Your business vehicle should also carry this license,and the license plate number of
the vehicle(s),if applicable,should match the one on the business license. Please notify Business License if there are any
changes of ownership,address,business name, business vehicle,or type of business conducted. Additionally,please notify
the city if you discontinue your business.
There are many resources available to our licensed business people.We have listed a few that might be of interest and
assistance to you.
City of Huntington Beach Economic Development Department-714-536-5582
Huntington Beach Chamber of Commerce-714-536-8888
Huntington Beach SCORE(Service Corps of Retired Executives)-714-550-7369
Fictitious Business Name Information-714-834-2889
State Board of Equalization(seller's permit information)-949-440-3473
If you have any questions,please call a Business License representative at 714-536-5267.
City C) Huntington Beach
Business License
Business Name I service Address ucerm Number A282028
R DAN JENSEN&ASSOCIATES INC
18011 CLEARWATER
HUNTINGTON BEACH
Effective Date 11l01l2011
Ucense Type Expiration Date 10/31/2012
Professional f Other Services
Owner I Corporation
t
R DAN JENSEN&ASSOCIATES INC
Amount Paid $118.60
T,,in nrwnr in nwu v rna rue o 10IM00e Awirn
CITY OF HUNTINGTON BEACH
Professional Service Approval Form
PART 11
Date: 1/31/2012 Project Manager: Randy Menzel
Requested by Name if different from Project Manager: Debra Jubinsky
Department: Public Works
PARTS I & II OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE
COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED FOR APPROVAL. PART I
& lI MUST BE FILED WITH ALL APPROVED CONTRACTS.
1) Name of consultant: R. Dan Jensen &Associates, Inc.
2) Contract Number: PWK 2-0 1 Z O c t- U O
(Contract numbers are obtained through Finance Administration x 5630)
3) Amount of this contract: $ 15,000 - Not to Exceed $5,000 per year for 3 years.
4) Is this contract less than $50,000? ® Yes ❑ No
5) Does this contract fall within $50,000 and $100,000? ❑ Yes ® No
6) Is this contract over $100,000? ❑ Yes ® No
(Note: Contracts requiring City Council Approval need to be signed by the Mayor and
City Clerk. Make sure the appropriate signature page is attached to the contract.)
7) Were formal written proposals requested from at least three available qualified
consultants? ❑ Yes ® No
8) Attach a list of consultants from whom proposals were requested (including a contact
telephone number.)
9). Attach Exhibit A, which describes the proposed scope of work.
10) Attach Exhibit B, which describes the payment terms of the contract.
Z-Sr- zt)iz
Di ec or of Finance (or designee) Signature Date
CITY OF HUNTINGT®N BEACH
t Professional Service Approval Form
PART
Date: 1/4/2012 Project Manager Name: Randy Menzel, Tree Maintenance
Supervisor
Requested by Name if different from Project Manager: Debra Jubinsky
Department: Public Works
PARTS I OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE
COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED BY THE CITY MANAGER,
FOR APPROVAL, BEFORE PROCEEDING WITH THE SOLICITATION OR CONTRACT
PROCESS. PART I MUST BE FILED WITH ALL APPROVED CONTRACTS.
1) Briefly provide the purpose for the agreement:
Provide consulting arborist services to examine, evaluate and report on tree conditions as
needed.
2) Estimated cost of the services being sought: $ 15,000 (not to exceed $5,000 per year for 3
years)
3) Are sufficient funds available to fund this contract? ® Yes ❑ No
If no, please explain:
4) Is this contract generally described on the list of professional service contracts approved by the
City Council? If the answer to this question is "No," the contract will require approval from the
City Council.) ® Yes ❑ No
5) Amount, Business Unit (8 digits) and Object Code (5 digits) where funds are budgeted:
10085621.69365 $ 5,000 $
6) Check below how the services will be obtained:
❑ A Bid solicitation process in accordance to the MC 3.03.060 procedures will be conducted.
❑ MC 3.03.08(b) — Other Interagency Agreement procedure will be utilized.
® MC 3.03.08— Contract Li it f$30,000 or less exempt procedure will be utilized.
artm Ffer6ad Signature Date
Di tor of Finance's Signature Date
D pA City Manager's Signature to
APPROVED IED ❑
Phimanager's Signature Date
0 ke Unks
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... ............................ ...............
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io U Level OfOetail Acco nt 10085621.64620 Period tDate'lla-1
'x 1,
0 -�gd"gat Amount-Activ Thru Date I
-Led je�Tpe `— N G
rLeger TruDate2--y FA a , 11213112011
Subledgerf Tyoe
Any"
",Default HB Formaiij,",
,hccuurrt Level Ofa Account sPosting ;a Budget Amount- Genoira[tedill'r Y Tp Vahlairf&6
idiid-coi €YTD Balance
;Description Detail' Active YTD Balance Balance
Hosted Meetings ;6 10085621 68695
Conferences and Training '5 10085621 68500 8
Professional Services :5 10085621 69300 8
Info Sys Prof Svcs 16 10085621 69315
Other Professional Servi 6 10085621�693,�5 5,000,00
Recruitment Prof Svcs 6 10085621 69395
Professional Services .5 10086621 69300 5,000.00! 5,000 00:
Other Contract Services 10085621.69450
Printing Reproduction Co i6
10085621 69455
Oil Well Cont Svcs 1008 6621.69460
Ambulance Services Cont 6 i 10085621.69465
Security Cont Svcs i6 10085621 69470
Audiovisual Cont Svcs :6 10085621 69480
Janitorial Cont Svc 10085621_69500
n 0085621 69 505
Other Co t Svcs 1 Royalty Payments Cont Sv .6 10085621 69515
...............
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'Row:4