HomeMy WebLinkAboutROSENOW SPEVACEK GROUP, INC. - 2001-03-05 �1
�, �► CITY OF HUNTINGTON BEACH
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2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
CONVE BROCKWAY
Ct'TY CLERK
LETTER OF TRAhSNLIITTAL OF ITEM APPROVED 11Y T11E CITY COUNCIL/
REDEVELOPMENT AGENCY OF TIIF CITY OF 13Uti71 GTON REACH
DATE: Marta 12, 2001
TO. Rosenow Spevacek Group, Inc. ATTENTION,*: James Simon
• Name
540 N. Golden Circle DEPARTINIENI:
Street
Santa Ana—CA 92705-3914 REGARDING: Professional Services
City,state,zip
Contract — Economic Advisor Services
See Attached Action Agenda Item r-9 Date of Approval
Enclosed For Your Records Is An Executed Copy Of The Above Referenced Agenda Item.
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Remarks:
(y
Connie Brockway
City Clerk/Agency Clerk
Attachments: Action Agenda Page 2L Agreement,._ Bonds Insurance x
RCA Deed Other
CC: D. Biggs Econ. Deve x x x
Name Depwttent RCA A;reement Insurance Other
C. Runzel Econ. Dev. x x x
Name Departttxnt RCA Atr..t Insurance Other
Manx Department RCA Agreement Insurance Ot.Ler
Name Department RCA A=reenent Insurance Other
C. Mendoza x x x
Risk Management Dept. Insurance
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tTviephone:714-59£-5227 f
(10) - D' t)W, �(-Pl NN.
Council/Agency Meeting Held: 0�-05-0�
Deferred/Continued to:
Aa roved ❑ Conditionally Approved ❑ Denied Btf• WC ignature
ouncil Meeting Date: March 5, 2001 Department ID Num er: ED-Qf=08
CITY OF HUNTINGTON BEACH
REQUEST FOR COUNCILIAGENCY ACTION >
SUBMITTED TO: HONORABLE MAYOR/AGENCY CHAIRMAN AND CITY COUNCIL
MEMBERS/REDEVELOPMENT AGENCY MEMBERS
SUBMITTED BY: RAY SILVER, City Administrator/Executive Director0")
PREPARED BY: DAVID C. BIGGS, Econoric Development Director
SUBJECT: Approve Economic Consultant Agreements with Keyser Marston
and Associates, the Sedway Group, and the Rosenow, Spevacek
Group
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis,Environmental Status,Attachmentts)
Statement of Issue: The Department of Economic Development is requesting approval of
three professional services contracts for economic advisory services.
Funding Source: The $225,000 is budgeted in Economic Development Department,
Administrative Economic Analysis Account 30580101.69325.
City Council Recommended Action:
1. Approve and authorize the Mayor and the City Clerk to execute the contract between
the City of Huntington Beach and Keyser Marston and Associates (Attachment 1) for an
amount not to exceed $75,000 per year.
Redevelopment Agency Recommended Action:
'i. Approve and authorize the Chairman and the Agency Clerk to execute each of the two
attached contracts between the Redevelopment Agency and the following firms: the Sedway
Group (Attachment 2), and the Rosenow, Spevacek Group (Attachment 3) for an amount not
to exceed $75,000 per year.
Alternative Action(s):
1. Do not appove one or more of these contracts.
Analysis:
In October 2000, the Department of Economic Development solicited requests for
qualifications and proposals from eight professional economic firms to provide a full
spectrum of professional services including real estate, redevelopment, and economic
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REQUEST FOR COUNCILIAGENCY ACTION
MEETING DATE: March 5, 2001 DEPARTMENT ID NUMBER: ED-01-08
development work. Economic advisory services are chiefly required for major commercial
and housing projects but are also needed from time to time depending on the Agency's need
to investigate a particular financial issue. Three firms were selected to providing
consultations in their various areas of expertise: Keyser Marston and Associates, the Sedway
Group, and the Rosenow, Spevacek Group. On January 9, 2001, the Economic
Development Committee was briefed on the selection and need for these consultants. Each
contract is for three years of service for an amount not to exceed $75,000 per year.
Appropriations for these professional services are approved through the annual budgetary
process. Each consultant has met the City's insurance requirements.
Professional services economic analysis may include:
• Advice in the negotiation (or renegotiations) of DDA's
• Determination of the level of financial assistance that is warranted for commercial and
residential projects
• Advice on the structure and financing techniques of Agency and developer obligations
• Review and verification of developer pro-formas
• Determination of the reuse value of project sites and preparation of summary reports
pursuant to Sec. 33433 of the California Health and Safety Code
• Comparative analysis of proposed projects in relation to the regional and national
markets.
• Advice in the structure of development proposal solicitations and review of proposals
submitted
• Advice on the market trends, product type and pricing of proposed market rate housing
and on the affordability of Agency subsidized housing for low and very-low income
households.
As these tasks require advanced economic expertise beyond current staffing levels, staff is
recommending the the Redevelopment Agency approve these contracts for professional
economic advisory services.
Environmental Status: Not applicable.
Attachment(s):
. • . � -
1 Professional Services Agreement between the City of Huntington
Beach and Keyser Marston and Associates
2 Professional Services Agreement between the Redevelopment
Agency and the Sedway Group
3 Professional Services Agreement between the Redevelopment
Agency and the Rosenow, S evacek Group
RCA Author: Runzel
ED0108 -2- 02126101 11:19 AM
Professional Services Agreement between the Redevelopment
Agency and the Rosenow, Spevacek Group
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE REDEVELOPMENT AGENCY OF
THE CITY OF HUNTINGTON BEACH AND
ROSENOW SPEVACEK GROUP,INC.
FOR
ECONOMIC ADVISOR SERVICES
THIS Agreement is made and entered into this St.h—day of March
2001,by and between the Redevelopment Agency of the City of Huntington Beach, corporate
body,public and politic, hereinafter referred to as"AGENCY," and ROSENOW SPEVACEK
GROUP,a California corporation,hereinafter referred to as "CONSULTANT."
WHEREAS, AGENCY desires to engage the services of a consultant to provide
economic advisor services; and
Pursuant to documentation on file in the office of the Agency 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 said services,
NOW,THEREFORE, it is agreed by AGENCY and CONSULTANT as follows:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in the Request for
Proposal ("RFP") and CONSULTANT's proposal dated October 20, 2000(both of which are
hereinafter collectively referred to as Exhibit"A")which are attached hereto and incorporated
into this Agreement by this reference. These services shall sometimes hereinafter be referred to
as the"PROJECT."
2. DESIGNATED CONTACTS
AGENCY shall assign a staff coordinator to work directly with CONSULTANT
in the performance of this Agreement.
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3. TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT are to
commence as soon as practicable after the execution of this Agreement and all tasks specified in
Section 1 shall be completed no later than three(3)years from the date of this Agreement. These
times may be extended with the written pennission of AGENCY. The time for performance of
the tasks identified in Section 1 are generally to be shown in the Scope of Services on the`York
Progam/Project Schedule. This schedule maybe amended to benefit the PROJECT if mutually
agreed by AGENCY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein,AGENCY
agrees to pay CONSULTANT on a time and materials basis at the rates identified on Exhibit
"A,"a fee not to exceed Seventy-five Thousand Dollars (S75,000.00).
5. EXTRA WORK
In the event AGENCY requires additional services not included in Section 1,or
changes in the scope of services described in Section 1,CONSULTANT will undertake such
work only after receiving written authorization from AGENCY. Additional compensation for
such extra work shall be allowed only if the prior written approval of AGENCY is obtained.
G. METHOD OF PAYMENT
A. CONSULTANT shall be entitled to progress payments toward the fixed
fee set forth herein in accordance with the progress and payment schedules set forth in Section 1.
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B. Delivery of work product: A copy of every memorandum, letter,report,
calculation and other documentation prepared by CONSULTANT shall be submitted to
AGENCY to demonstrate progress toward completion of tasks. In the event AGENCY rejects or
has comments on any such product,AGENCY shall identify specific requirements for
satisfactory completion. Any such product which has not been formally accepted or rejected by
AGENCY shall be deemed accepted.
C. CONSULTANT shall submit to AGENCY an invoice for each progress
payment due. Such invoice shall:
1) Reference this Agreement;
2) Describe the services performed;
3) Show the total amount of the payment due;
4) Include a certi tication by a principal member of CONSULTANT's
firm that the work has been performed in accordance with the
provisions of this Agreement; and
5) For all payments include an estimate of the percentage of work
completed.
Upon submission of any such invoice, if AGENCY is satisfied that
CONSULTANT is making satisfactory progress toward completion of tasks in accordance with
this Agreement,AGENCY shall promptly approve the invoice, in which event payment shall be
made within thirty(30)days of receipt of the invoice by AGENCY. Such approval shall not be
unreasonably withheld. If AGENCY does not approve an invoice,AGENCY shall notify
CONSULTANT in writing of the reasons for non-approval within seven (7) calendar days of
receipt of the invoice,and the schedule of performance set forth in Section 1 shall be suspended
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until the parties agree that past performance by CONSULTANT is in,or has been brought into
compliance,or until this Agreement is terminated as provided herein.
D. Any billings for extra work or additional services authorized by AGENCY
shall be invoiced separately to AGENCY. 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 AGENCY if the work performed is in accordance with
the extra work or additional services requested,and if AGENCY 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.
7. DISPOSITION OF PLANS. ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that all materials prepared hereunder, including all
original drawings,designs,reports,both field and office notices,calculations,maps, memoranda,
letters and other documents, shall be turned over to AGENCY upon termination of this
Agreement or upon PROJECT completion,whichever shall occur first. In the event this
Agreement is terminated, said materials may be used by AGENCY in the completion of the
PROJECT or as it otherwise sees fit. Title to said materials shall pass to AGENCY upon
payment of fees determined to be earned by CONSULTANT to the point of termination or
completion of the PROJECT,whichever is applicable. CONSULTANT shall be entitled to
retain copies of all data prepared hereunder.
8. HOLD HARMLESS
CONSULTANT shall protect,defend,indemnify and hold harmless AGENCY,
its officers, officials, employees,and agents from and against any and all liability, loss,damage,
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damage,expenses,costs (including without limitation, costs and fees of litigation of every nature)
arising out of or in connection with CONSULTANTs 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 AGENCY. AGENCY shall be reimbursed by CONSULTANT for all costs
and attorneys fees incurred by AGENCY in enforcing this obligation.
9. WORKERS' COMPENSATION INSURANCE
Pursuant to California Labor Code Section 1861, CONSULTANT acknowledges
awareness of Section 3700 et seq. of said Code,which requires cvery employer to be insured
against liability for workers' compensation; CONSULTANT covenants that it will comply with
such provisions prior to commencing performance of the work hereunder; and shall indemnify,
defend and hold harmless AGENCY from and against all claims,demands, payments,suit,
actions,proceedings,and judgments of every nature and description, including attorneys fees
and costs presented,brought or recovered against the AGENCY, for or on account of any
liability under any of said acts which may be incurred by reason of any work to be performed by
CONSULTANT under this Agreement.
CONSULTANT shall maintain workers' compensation insurance in an amount of
not less than One Hundred Thousand Dollars(S 100,000)bodily injury by accident,each
occurrence,One Hundred Thousand Dollars(S 100,000)bodily injury by disease, each employee,
Two Hundred Fifty Thousand Dollars($250,000)bodily injury by disease,policy limit.
CONSULTANT shall require all subcontractors to provide such work-ers'
compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish
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to AGENCY a certificate of waiver of subrogation under the terms of the workers' compensation
insurance and CONSULTANT shall similarly require all subcontractors to waive subrogation.
10. GENERAL LIABILITY INSURANCE
In addition to the workers' compensation insurance and CONSULTANT's
covenant to indemnify AGENCY,CONSULTANT shall obtain and furnish to AGENCY,a
policy of general public liability insurance, including motor vehicle coverage covering the
PROJECT. The policy shall indemnify CONSULTANT, its officers, agents and employees,
while acting within the scope of their duties,against any and all claims arising out of or in
connection with the PROJECT,and shall provide coverage in not less than the following
amount: combined single limit bodily injury and property damage, including
prod uctslcompleted operations liability and blanket contractual liability,of$1,000,000 per
occurrence. If coverage is provided under a form that includes a designated general aggregate
limit,the aggregate limit must be no less than S1,000,000 for this PROJECT. The policy shall
name AGENCY, its agents, its officers, employees and volunteers as Additional Insureds,and
shall specifically provide that any other insurance coverage which may be applicable to the
PROJECT shall be deemed excess coverage and that CONSULTANT's insurance shall be
primary.
Under no circumstances shall the above-mentioned insurance contain a sel(-
insured retention,or a"deductible"or any other similar form of limitation on the required
coverage.
11. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall furnish a professional liability insurance policy covering
the work performed by it hereunder. Said policy shall provide coverage for CONSULTANT's
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professional liability in an amount not less than 51,000,000 per occurrence and in the aggregate.
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 will make every effort to maintain similar insurance
during the required extended period of coverage following project
completion, including the requirement of adding all additional insureds.
C. 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.
D. The reporting of circumstances or incidents that might give rise to future
claims.
12. CERTIFICATES OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT shall
furnish to AGENCY certificates of insurance subject to approval of the City Attorney evidencing
the foregoing insurance coverages as required by this Agreement;the certificates shall:
A. provide the name and policy number of each carrier and policy;
B. state that the policy is currently in force;and
C. promise that such policies 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.
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CONSULTANT shall maintain the foregoing insurance coverages in force until
the work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverages shall not derogate
from the provisions for indemnification of AGENCY by CONSULTANT under the Agreement.
AGENCY or its representative shall at all times have the right to demand the original or a copy
of all said policies of insurance. CONSULTANT shall pay, in a prompt and timely manner, the
premiums on all insurance hereinabove required.
13. 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 the AGENCY.
CONSULTANT shall secure at its 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 services to be performed hereunder.
14. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. AGENCY may terminate CONSULTANT's services hereunder at any time with or
without cause,and whether or not PROJECT is fully complete. Any termination of this
Agreement by AGENCY 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 the AGENCY,become its
property and shall be delivered to it by CONSULTANT.
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15. ASSIGNMENT AND SUBCONTRACTING
This Agreement is a personal service contract and the supervisory work-hereunder
shall not be delegated by CONSULTANT to any other person or entity"vithout the express
written consent of AGENCY.
16. COPYRiGFITS/PATENTS
AGENCY shall own all rights to any patent or copyright on any work,item or
material produced as a result of this Agreement.
17. AGENCY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no AGENCY official nor any regular AGENCY
employee in the work performed pursuant to this Agreement. No officer or employee of
AGENCY shall have any financial interest in this Agreement in violation of the applicable
provisions of the California Goverrunent Code.
18. NOTICES
Any notice or special instructions required to be given in writing under this
Agreement shall be given either by personas delivery to CONSULTANT's agent(as designated
in Section 1 hereinabove)or to AGENCY's Director of Economic Development as the situation
shall warrant,or by enclosing the same in a scaled envelope,postage prepaid,and depositing the
same in the United States Postal Service, addressed as follows:
TO AGENCY: TO CONSULTANT:
Director of Economic Development Mr.James Simon
Redevelopment Agency of the Rosenow Spevacek Group,Inc.
City of Huntington Beach 540 N. Golden Circle
2000 Main Street Santa Ana, CA 92705-3914
Huntington Beach, CA 92648
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19. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
20. CAPTIONS
Captions of the sections of this Agreement are for convenience and reference
only,and the words contained therein shall in no way be held to explain, modify,amplify or aid
in the interpretation,construction or meaning of the provisions of this Agreement
2I. SECTION HEADINGS
The titles, captions,section,paragraph, 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 maters 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.
22. 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 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 to require the
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commission of any act contrary to law, and wherever there is any conflict between any provision
contained herein and any present or future statute, 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.
23. 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 of the parties hereto shall
retain an originally signed copy hereof. Each duplicate original shall be deemed an original
instrument as against any party who has signed it.
24. 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.
25. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and AGENCY agree that AGENCY 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/Agency General
Counsel is the exclusive legal counsel for AGENCY; and AGENCY shall not be liable for
payment of any legal services expenses incurred by CONSULTANT.
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26. ATTORNEY'S FEES
In the event suit is brought by either party to enforce the terms and provisions of
this Agreement or to secure the performance hereof,each party shall bear its own attorney's fees.
27. ENTIRETY
The Agreement contains the entire agreement between the parties respecting the
subject matter of this Agreement and supercedes all prior understanding and agreements whether
oral or in writing. The foregoing sets forth the entire Agreement between the parties.
IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be executed
by and through their authorized offices the day,month and year first above written.
CONSULTANT CITY OF HUNTINGTON BEACH,a
ROSENOW SPEVACEK GROUP, INC., municipal corporation of the State of
a California corpo n California
print name
ITS: (circle are)Chairma Presidcn ice President Chairman
AND ATTEST:
BY: �-G / t'� Agency Clerk
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print name APPROVED AS TO FORK'
ITS: (circle one)Secretary' ief Financial Offe /Asst.
Secretary—Treasurer Al
f� cAgency General Counsel \�1
REVIEWED AND APPROVED: RV;1101q"
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INa.Y91ED AND APPROVED:
Executi% Director on /),a
Vecto- 4 o Economic cge
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Who do you want to help
bitild),our community 2
A firm that is founded on seasoned professional staff with broad
public and private experience. One that creates customized
solutions, springing from understanding your unique set of
• Rcdevela�irne�el Planning challenges. And one that can surface unresolved issues and
• Real Estate Economics implement solutions,before it's too late.
• Financing `
• Real Estate t[cquisitimi You need a company-that will dedicate a principal to your
project, and keep the same personnel throughout all stages of an
• housing assignment. Their staff is passionate about what they do.
• Government Services Realistically, they must be able to set timetables and budgets--
• Economic Development and stick to them--and to operate in the 21 st century, with
integration of computer applications into every project.
1 Enter Rosenow Spevacek Group, Inc. These qualities define
RSG, and they are the reason we have long-term relationships
with our clients. who repeatedly trust us with additional
assignments--many of whom we have served for nearly 20 years.
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Relpi ncg you realize yow- vision.
R e' n 6y' �Jpe :1k1Q6u' p" ,'1- Inc"',,
Real .Estate
Economics .,..... ---
• Pro Forma Deve4menI dr For two decades, Rosenow Spcvacek Group, Inc. has provided
Alarld Analysis economic, redevelopment, and real estate Consulting services to
• Project Structuring& both public agencies and private participants in the community
Financing development process.
• Dave ment Ah•r'eemenl
Negotiation Throughout California, RSG has advised our clients on a variety
• Deve4er Solicitation of real estate projects,including.
• Economic Impacl Analysis • Auto dealemhips/malIs
• Hotel,motel and resort projects
• Housing
• Industrial projects
• Infill Projects
• Master planned communities
• Mixed use developments
• Office projects
:R —CGdoes not just • Recreational uses
•crunch number-=—fAey • Regional shopping malls
brought a unique insight . Retail Centers
to ourproject and Meir • Site reuse
cr disilityand . Urban entertainment centers F
outstanding reputation .
PA puLhc agencies was In total,RSG's real estate economic services have resulted in the
a great asset to our
company andprolect" development of over 4 million square feet of commercial,
Jim hulicLa, industrial, and office uses, and 5,500 affordable and market rate
Homeplaae Retirement housing units.
Communities of
America.
The RSG consultant team brings our clients a wealth of
knowledge in real estate economics—not only from our
collective 100 years of providing these services, but also our
first-hand experience in real estate brokerage,development, and
project design. RSG has been involved in analyzing projects
exceeding SIO billion in volume. Formulating innovative
solutions, attention to detail and adherence to project schedules
are signatures of our service.
Ro'
If rGlro'up"! 'Inc�-
.Kcal Estate
economics
Pro Forma Development &.A1arl et Analysis
RSG brings a consultant team comprised of former real estate
investors, developers and public sector officials that know how
to analyze and evaluate real estate transactions.
Project Structuring&Financing
Our clients trust RSG to advise on crafting appropriate
development assistance packages that balance the developer and
community's int:rests.
Development Agreement Negotiation
Once the principal business points have been established, RSG's
development insights enable our clients to confront and
overcome issues that arise as the deal is refined.
1 Doveloper Sn CM2tfon _
Driven to help our clients achieve their community development
ambitions,RSG understands how to effectively stimulate interest
from capable developers.
Economic Impact Analysis
Today,it's just not enough to know how much a project will cost
and how much revenue it will generate. When public agencies
and developers want to know the ongoing municipal,
employment, and secondary impacts of projects, they look to
RSG.
Billing
Policies �.
RSG will charge for its services rendered on a time-and-materials basis, in
accordance with the following Fee Schedule:
Principal $150
Senior Associate $125
Associate/Acquisition Agent $100
Senior Analyst $ 85
Analyst $ 75
Research Assistant/Real Estate Technician $ 65
Word Processor $ 45
Clerical $ 35
Reimbursables.......................................Cost,plus 10%
It is RSG's policy to not charge clients for mileage, parking, telephone/fax
expense, postage, and incidental copies. We do,however, charge for additional
insured certificates,messenger services,Express Mail/Federal Express costs,and
copies of reports, documents, notices and support material in excess of five (5)
copies. These costs are charged at actual expense,plus a 10%surcharge.
osenom p....acekGrot
October 9, 2000
«name»
«company»
«address»
((City))
Re: Economic Advisor Services
Dear nname»:
The Redevelopment Agency of the City of Huntington Beach is soliciting qualifications and rate
schedules from firms providing a full spectrum of economic advisor services including real
estate, redevelopment, and economic development. The Agency maintains one project area
that is comprised of five project areas that were merged and one additional project area
currently being created. Economic advisory services are chiefly required for major commercial
and housing projects but are also needed from time to time depending on the Agency's need to
Investigate a particular financial issue. Listed below are some of the projects being
contemplated for future economic analysis work.
9. The Ocean Grand Resort and its residential component - The Agency
entered into Owner Participation Agreement to redevelop the Ocean Grand
Resort and a residential project being developed by the Robert player
Corporation. While the resort will be under construction soon, financial matters
on some aspects of the resort are still pending. Also, the residential component
of this project may be changing, as well as its financial and economic
characteristics.
2. Thirty-One Acre Site - A thirty-one acre vacant site on Pacific Coast Highway
between First and Huntington Streets is planned for a major mixed-use project to
include approximately ten acres of commercial zoned land along the Highway
and the balance of the site in attached housing. It may also include construction
of a major new street. New plans are anticipated to be submitted by owner and
developer of the property. It is anticipated that the Agency will be involved in
some sort of financing package.
3. Affordable Housing Projects -The Agency is also pursuing the achievement of
its affordable housing obligations. The Agency sponsors the acquisition and
rehabilitation of existing multifamily housing and is working with non-profit
«company»
October 10, 2000
Page 2
housing developers to provide for-sale housing to low income buyers and senior
apartment projects for very low-income elderly. Future activities will focus on the
provision of rental housing for low and very-low income households.
4. New Southeast Area Redevelopment Project Area — The Agency is in the
midst of forming a new project area in the Southeast part of the City. This
encompasses 266 acres of industrial zoned land in the midst of wetlands,
adjacent Pacific Coast Highway. The area also includes contaminated land that
must be clean up. Several projects are anticipated to be proposed within the next
two years.
5. Other Projects - In addition to the major activities described above, the Agency
has several smaller scale redevelcpment projects in various phases from
conceptual to pending construction.
Your proposal should include the following:
* Statement of Qualifications for the firm.
* Resumes of the firm's principals and staff to be assigned to work with Agency staff.
List of current and past clients.
* At least three references that may be contacted for whom you have performed services
similar to those solicited herein
* The hourly rates for all firm members, overhead and other charges.
* An estimate of the funds necessary to procure the firm's services for one year.
Anticipated services to be provided to the Agency staff are the following:
* Advice in the negotiation (or renegotiations)of DDA's
* Determination of the level of financial assistance that is warranted for commercial and
residential projects
* Advice on the structure and financing techniques of Agency and developer obligations
* Review and verification of developer pro-formas
* Determination of the reuse value of project sites and preparation of summary reports
pursuant to Sec. 33433 of the California Health and Safety Code
* Comparative analysis of proposed projects in relation to the regional and national markets.
G1GUS'AD1.11NIST%C0NRFP.D0G
«company»
October 10, 2000
Page 3
• Advice in the structure of development proposal solicitations and review of proposals
submitted
• Advice on the market trends, product type and pricing of proposed market rate housing and
on the affordability of Agency subsidized housing for low and very-low income households.
Please submit the following documents for review by the Redevelopment Agency:
• Statement of Qualifications for the firm
• Resumes of the firm's principals and staff
• List of current and past clients
• At least three references that may be contacted for whom you have performed services
similar to those solicited herein
• The hourly rates for all firm members, overhead and other charges
Please submit an estimate of the appropriation of funds necessary to procure the firm's services
for one year.
Two copies of your proposals for services are due on October 23,2000. They are to be
delivered to:
Gustavo A. Durbn, Housing and Redevelopment Manager
Economic Development Department
2000 Main Street; Fifth Floor
Huntington Beach, California 92648
No submittals will be accepted after the deadline. The Agency reserves the right to request
amendments to submittals as part of the review process and the right to reject any and all
submittals. All firms submitting do so at their own risk and are solely responsible for all costs
involved in the preparation of the submittal, attendance at Interviews or other meetings and any
other expenses that may be incurred in facilitat;ng the Agency's thorough review of the
submittals.
Should you have any questions, please feel to contact me at(714)374-1529.
Sincerely,
Gustavo A. Durtn
Housing and Redevelopment Manager
G:1GVS41DM1N1ST\ECONRFP.DOC
FEE-22-2001 10:39 COCIA 949 752 2950 P.02iO3
�Rp CERTIFICA'r?OF LIABILITY INSURANCi,_1 `ATFEB2201
PRCOUCER THIS CERTIFICATE IS kUL)ED AS A MATTER OF INFORMATION ONLY AND
GELKER d ROHRER INSURANCE AGENCY CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. TINTS CERTIFICATE
2402 IV..ICHELSON,SUITE 100 DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE
IRVINE CA 92612 POLICIES 8[LOW.
PHONE: 949462j900
FAX: 944 752.29SO Agency Ucs:0560758 COMPANIES AFFORDING COVERAGE
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NO-WITHSTANOwG ANY REQUIREMENT, TERM OR CONDITION Of ANY CONTRACT CR OT14ER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE LSSuED
OR MAY PERTAIy, THE INSURANCE AFFORDED DY THE POLICIES DESCRIBED HEREIN Iq SUBJECT TO ALLTmt TERuS. [YCLUSIONS AND CONDITIONS OF SUC"PoL"3
LIMTS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAMS
M!OF OLSURANCE POLICY NUMBER POLICY r"ECTIVE POLICY L IRA►101• -gym
GENERAL LIABILITY B 1027765751 JAN 14 01 JAN 14 02 EACH OCCURRENCE 3 - 1.Ca0.000
X COAIMERCUILGENERALLIABILITY FIRE DAMAGE I"One Firs) s 100.000
CLAIMS MACE 91 OCCUR I MED EXP(Any One Porwl S 5,000
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GENERAL AGGREGATE s 1,000,000
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AUTONKMLE L"UFTY B 1027755765 JA,414 01 I JAN 14 C2 I COM37NED SINGLE LIIFIT � 1,000,000
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OTHER:PROFESSIONAL KZ0523516 MAR 1 00 MAR 1 01 IS1,000,000 AGGREGATE
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CESCRlPTION OF OPER.A71ONSILOCATIONSJVEI-fICLESJSPECIAL ITEMS SEE SUPPLEMENTAL CERTIFICATE INFORMATION
HOLDER I IAOOnMNALINSUOIEM.INSUPtEltLETTER: _ fIC TI
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
REDEVELOPMENT AGENCY OF THE EXPIRATION DATE TREREOF.THE ISSUING COMPANY WILL MAIL 30 DAYS WRITTEN
CITY OF HUNTINGTON BEACH NICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT
2000 MAIN STREET
WJN71NGTON BEACH.CA 92648 AUTHORUED REPRESENTATA E
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Attention: DIRECTOR OF ECONOMIC DEVELOP
ACORD 25.3(7I97) Certificate t 15288
FIB-22-2001 10:47 949 752 2950 99: P.02
FEB-22-2001 10:39 CUCIA 949 752 2950 P.03/03
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SUPPLEMENT T6�-RTIFICATE OF LIABILIT ,,,INS #15288 F S 22 01
DESCRIPTION OF OPERATIONS►LOCATIONSNERICLESISPECIAL ITEMS
ADDITIONAL INSURED WITH RESPECTS TO:GENERAL LIABILITY.COMMERCIAL AUTO,WORKERS COMP AND EXCESS LIABILITY:
CITY OF HUNTINGTON BEACH,ITS AGENTS,OFFICERS AND EMPLOYEES AND WHEN APPLICABLE,THE REDEVELOPMENT AGENCY OF
THE CITY OF HUNTINGTON BEACH.
THE INSURED IS AMENDED TO INCLUDE AS AN INSURED THE PERSON OR ORGANIZATION SHOWN IN THE SCHEDULE,BUT ONLY WITH
RESPECT TO LIABILITY ARISING OUT OF"YOUR WORK"FOR THE INSURED BY OR FOR YOU.
TEN(10)DAY NOTICE FOR CANCELLATION FOR NON-PAYMENT OF PREM-UMS
Certificate* 15288
TOTAL P.03
FEB-22-2001 10:47 949 752 2950 99: P.03
3.03
� 1 CITY OF HUNTINGTON BEACH
INTER-DEPARTMENT COMMUNICATION
Economic Development Department
To: Connie Brockway, City Clerk
From: Gus Duran, Redeveldpment and Housing Manager
Subject: Professional Services Contracts, Chapter 3.03
Date: February 21, 2001
This memo is to confirm that the Department of Economic Development complied with
the Professional Services solictation requirements of Chapter 3.03,Huntington Beach
Municipal Code. The request for qualifications and proposals for economic analysis
services were sent to the list of firms(attached) in October 2000. Three firms responded
to the RFQ/RFP. City Council will be considering agreements with these firms at their
March 5,2001 meeting.
R r •
ECONOMIST REQUEST FOR QUALIFICATIONS
Shant Agajanian, Principal Jim Rabe/Kathe Head, Principal
Agajanian and Associates Keyser Marston Associates, Inc.
120 Newport Center Drive Suite 248 500 S Grand Ave Suite 1480
Newport Beach, CA 92660 Los Angeles, CA 90017
Tel. (714) 640-0664 Tel. (213)622-8095
Fax (714) 640-0668 Fax (213)622-5204
David A.Wilcox, Senior Vice President Frank Spevacek
Economics Research Associates Rosenow Spevacek Group, (RSG)
10990 Wilshire Blvd Suite 1600 640 N Golden Circle Suite 305
Los Angeles, CA 90024 Santa Ana, CA 92705
Tel. (310)477-9585 Tel. (714) 541-4585
Fax (310)478-1950 Fax (714)835-1748
Stephen Copenhaver Carol Fredholm
GRC &Associates Sedway Group
1340 S Valley Vista Drive Suite 120 Wells Fargo Center
Diamond Bar, CA 91765 355 S. Grand Avenue Suite 3295
Phone (909) 396-7714 Los Angeles, CA 90071
Fax (909) 396-7913 (213)613-1800
(213)217-4904
Lawrence J. Arceniaux,Jr. President
Katz Hollis HdL Coren & Cone
865 S Figueroa Suite 1300 2220 E.Alosta Avenue, Suite 205
Los Angeles, CA 90017-2543 Glendora, CA. 91740
Tel. (213)629-3065 Tel. 818.963.9044
Fax (213)623-9105 Fax 818.335.8975
G:1GU3\ADfXNIS=0NSULTANTS.D0C