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HomeMy WebLinkAboutCOTTON/BELAND & ASSOCIATES INC. - 2000-04-17CITY OF HUNTINGTON BEACH 2000 MAIN STREET CALIFORNIA92648 OFFICE OF THE CITY CLERK CONNIE BROCKWAY CITY CLERK LETTER OF TRANSMITTAL OF ITEM APPROVED BY THE CITY COUNCIL/ REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH DATE: ,e/�,Zpao Name / City, State, Zip See Attached Action Agenda Item ATTENTION: DEPARTMENT: Date of Approval �I-/7-,TDDD Enclosed For Your Records Is An Executed Copy Of The Above Referenced Agenda Item. Remarks: Connie Brockway City Clerk Attachments: Action Agenda Page Agreement ✓ Bonds Insurance RCA Deed Other CC: r ✓ ✓ ,� Name t %epnt RCA Agreement Insurance Other ame RCA Agreement Insurance Other Name RCA Agreement Insurance Other Department Name Department RCA MP� // /1/ O L4, ✓ Risk Management Dept Agreement Insurance Other Insurance G: Fol I owup/Letters/coverltr (Telephone: 714-536-5227 ) - H- -16VWFS�'1,Ar��r' Council/Agency Meeting Held: 4--1-7-00 Deferred/Continued to: ;Approved El Conditionally Approved ❑ Denied I AS87r iy;eD 1 - Council Meeting Date: April 17, 2000 t10R biq le k' Signature Department ID Number: . PL00-01 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS SUBMITTED BY: BRAY SILVER, City Administrator-C C3 PREPARED BY: HOWARD ZELEFSKY, Planning Director%�� . SUBJECT: APPROVE A PROFESSIONAL SERVICES CONTRACT WITH COTTON/BELAND/ASSOCIATES, INC. TO PREPARE THE CITY. OF HUNTINGTON BEACH 2O00-2005 HOUSING ELEMENT` UPDATE. Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Transmitted for City Council's consideration is a request to enter into a Professional Planning Services Contract with Cotton/Beland/Associates, Inc. for preparation of the City of Huntington Beach 2000-2005 Housing Element Update. Funding Source: The funding source will be an encumbrance against the Planning Department's Contractual Services account in the amount of Twenty Thousand Seven Hundred Ninety Dollars($20,790.00). The account number for Contractual Services is E AA PL 231 3 90 00. Recommended Action: Motion to: 1. "Approve the Professional Services Contract, retroactive to March 1, 2000, in the amount of Twenty Thousand Seven Hundred Ninety Dollars ($20,790.00), as prepared by the City Attorney, between the City and Cotton/Beland/Associates, Inc., subject to mutual agreement by the City and Cotton/Beland/Associates, Inc., and authorize the Mayor and City Clerk to sign." 2. "Approve the waiver, as recommended by the Settlement Committee, to allow a Ten Thousand Dollar ($10,000.00) deductible amount for the Professional Liability Insurance coverage." - *QUEST FOR COUNCIL ACAN MEETING DATE: April 17, 2000 DEPARTMENT ID NUMBER: PL00-01 3. "Approve the requested modification of the professional liability insurance indemnification clause shown in paragraph 9 of: the contract as recommended by the Settlement Committee." Alternative Action(s): The City Council may make the following alternative motions: 1. "Deny the Professional Services Contract between the City and Cotton/Beland/ Associates, Inc." 2. "Continue the item and direct staff accordingly." Analysis: A. BACKGROUND: The State of California requires each --city . within the state to adopt a Housing Element which establishes comprehensive goals and policies for housing within its jurisdiction. Pursuant to State law, this Housing Element is required to be updated every five (5) years. The City of Huntington Beach undertook a comprehensive General Plan update in the mid 1990's and updated its Housing Element to provide consistency with its revised General Plan, as well as to update the Housing Element as part of the 1996-2000 SCAG cycle. While the SCAG cycle was extended to 2000, the City chose to proceed with the Housing Element Update in 1999. Because the Housing Element was recently adopted in 1999 and approved by the State Department of Housing and Community Development (HCD), the State has indicated the 2000-2005 Housing Element update need only focus on incorporation of the new RHNA, as well as extending the Housing Element timeframe to 2005. B. SCOPE OF WORK: _ Cotton/Beland/Associates, Inc. will be responsible for all studies and documentation necessary to comply with the provisions of the State's Housing Element, as well as attendance at public meetings and hearings, responses to public comments and coordination between City staff and the project team. C. STAFF RECOMMENDATION: The key objective in preparing the City's 2000-`2005 Housing Element is to adopt a Housing Element which establishes comprehensive goals and policies for housing within the City pursuant to the requirements of the State of California. Cotton/Beland/Associates, Inc. prepared the City's recently adopted Housing Element. The firm is familiar with the City and its housing issues and proposed a scope of work that best addressed the City's needs. Cotton/Beland/Associates, Inc. also has extensive experience in housing element preparation and has a strong record of successful processing through the HCD. PL00-01 -2- 4/11/00 9:57 AM *QUEST FOR COUNCIL ACION MEETING DATE: April 17, 2000 DEPARTMENT ID NUMBER: PL00-01 Cotton/Beland/Associates, Inc. maintains Professional Liability Insurance, however, its policy has a Ten Thousand Dollar deductible provision. Because of the deductible provision, the City has some exposure. However, since Staff will be working closely with Cotton/Beland/Associates, Inc., this exposure is minimal. Staff recommends the City. Council approve the contract, approve the waiver and authorize the Mayor and City Clerk to sign. Environmental Status: Projects over which public agencies exercise ministerial authority, such as this agreement contracting for the preparation of a Housing Element Report, are categorically exempt from the California Environmental Quality Act pursuant to Section 15300.1. Attachment(s): 1. Professional Services Contract between the City and Cotton/Beland/Associates, Inc. (2 originals) 2. Insurance Certificates. 3. Settlement Committee Waiver to allow a $10,000.00 deductible amount for Professional Liability Insurance coverage and modification to the Indemnification language in paragraph 9 of the Contract. RCA Author: Duane R. Bankey PL00-01 -3- 4/11/00 9:57 AM r £ 4 wit", k d - 13 No Council/Agency Meeting Held: �i-- -7--00 Deferred/Continued to: Approved ❑ Conditionally Approved ❑ Denied tot'p le k' Signature Council Meeting Date: April 17, 2000 Department ID Number: PL00-01 CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS sPi SUBMITTED BY: 'RAY SILVER, City Administrator_ PREPARED BY: HOWARD ZELEFSKY, Planning Directorl�-4 2-- . SUBJECT: APPROVE A PROFESSIONAL SERVICES CONTRACT WITH COTTON/BELAN D/ASSOCIATES, INC. TO PREPARE THl5CIf--Y:- = OF HUNTINGTON BEACH 2O00-2005 HOUSING ELEMEN* ry UPDATE. _..._ C-) Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s) Statement of Issue: Transmitted for City Council's consideration. is a request to enter into a Professional Planning Services Contract with Cotton/Beland/Associates, Inc. for preparation of the City of Huntington Beach 2000-2005 Housing Element Update. Funding Source: The funding source will be an encumbrance'against the Planning Department's Contractual Services account in the amount of Twenty Thousand Seven Hundred Ninety Dollars($20,790.00). The account number for Contractual Services is E AA PL 231 3 90 00. Recommended Action: Motion to: 1. "Approve the Professional Services Contract, retroactive to March 1, 2000, in the amount of Twenty Thousand Seven Hundred Ninety Dollars ($20,790.00), as prepared by the City Attorney, between the City and Cotton/Beland/Associates, Inc., subject to mutual agreement by the City and Cotton/Beland/Associates, Inc., and authorize the Mayor and City Clerk to sign." 2. "Approve the waiver, as recommended by the Settlement Committee, to allow a Ten Thousand Dollar ($10,000.00) deductible amount for the Professional Liability Insurance coverage." 0 • 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND COTTON/BELAND/ASSOCITES, INC. FOR PROFESSIONAL PLANNING SERVICES TO PREPARE THE CITY OF HUNTINGTON BEACH 2000-2005 HOUSING ELEMENT UPDATE Table of Contents WorkStatement.......................................................................................................I CityStaff Assistance................................................................................................2 Time of Performance...............................................................................................2 Compensation..........................................................................................................2 Priorities........................................................................................2 ExtraWork...............................................................................................................3 Methodof Payment..................................................................................................3 Disposition of Plans, Estimates and Other Documents...........................................4 HoldHarmless.........................................................................................................5 Workers' Compensation Insurance...........................................................................5 General Liability Insurance......................................................................................6 Professional Liability Insurance..............................................................................6 Certificates of Insurance..........................................................................................7 Independent Contractor............................................................................................8 Termination of Agreement.......................................................................................8- Assignment and Subcontracting...............................................................................9 Copyrights/Patents...................................................................................................9 City Employees and Officials..................................................................................9 Notices.....................................................................................................................9 Immigration..............................................................................................................10 Legal Services Subcontracting Prohibited...............................................................10 Attorney's Fees.........................................................................................................10 Entirety..................................................................................................................... I 1 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND COTTON/BELAND/ASSOCITES, INC. FOR PROFESSIONAL PLANNING SERVICES TO PREPARE THE CITY OF HUNTINGTON BEACH 2000-2005 HOUSING ELEMENT UPDATE THIS AGREEMENT is made and entered into this,_,_17ay of April 2000, by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and COTTONBELAND/ASSOCIATES, INC., a California corporation, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to provide planning services to prepare the City of Huntington Beach 2000-2005 Housing Element Update; 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 said services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: WORK STATEMENT CONSULTANT shall provide all services as described in the Request for Proposal ("RFP"), and CONSULTANT's Proposal dated December 8, 1999 (both of which are hereinafter 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." 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 CONSULTANT hereby designates Donald A. Cotton, who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this AGREEMENT. 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this AGREEMENT. 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 Exhibit "A" shall be completed no later than 14 months from the date of this -•AGREEMENT. These times may be. extended with the written permission. of.CITY. ,.The time for performance of the tasks identified in Exhibit "A" are generally to be shown in the Scope of Services,on the Work Program/Project Schedule. This schedule.may be amended to benefit the PROJECT if mutually agreed by CITY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT a fee not to exceed Twenty Thousand Seven Hundred Ninety Dollars ($20,790.00). 5. PRIORITIES In the event there are any conflicts or inconsistencies between this AGREEMENT, the CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern: 1) AGREEMENT, 2) the CONSULTANT's Proposal, and 3) the CITY's RFP. 2 4/s:4-2000 Agree:.Cotton/Beland RLS 00-043 2/ 10/00 6. 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 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. 7. 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 Exhibit "A." B. Delivery of work product: A copy of every memorandum, letter, report, calculation and other documentation prepared by CONSULTANT shall 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. Any such product which has not been formally accepted or rejected by CITY shall be deemed accepted. C. CONSULTANT shall submit to CITY 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 certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this AGREEMENT; and 3 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 0 0 5) 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 promptly 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.unreasonablywithheld. If CITY does not approve an invoice, CITY 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 Exhibit "A" shall be suspended 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 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. 8. 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 CITY upon termination of this 4 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 • E AGREEMENT or upon PROJECT completion, whichever shall occur first. In the event this AGREEMENT is terminated, said materials may be used by CITY in the completion of the PROJECT or as it otherwise sees fit. Title to said materials shall pass to CITY 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. 9. HOLD HARMLESS CONSULTANT shall indemnify and save and hold harmless CITY, its officers, and employees, from any and all liability, including any claim of liability and any and all losses or costs arising out of the negligent performance of this AGREEMENT by CONSULTANT, its officers or employees. 10. WORKERS' COMPENSATION INSURANCE Pursuant to California Labor Code Section 1861, CONSULTANT. acknowledges awareness of Section 3700 et seq. of said Code, which requires every 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. CONSULTANT shall maintain workers' compensation insurance in an amount of not less than One Hundred Thousand Dollars ($100,000) bodily injury by accident, each occurrence, One Hundred Thousand Dollars ($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 workers' compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 �.I to CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance and CONSULTANT shall similarly require all subcontractors to waive subrogation. 11. GENERAL LIABILITY INSURANCE In addition to the workers'. compensation insurance and CONSULTANT's covenant toindemnifyCITY, CONSULTANT. shall obtain and furnish to. CITY,.a policy of general public liability insurance, :including motor.vehicle coverage covering the PROJECT. Said 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 propertydamage, including products/completed operations liability and blanket contractual liability, of $1,000,000 per occurrence. ..If coverage.is.provided under a form which includes a designated -general aggregate limit, the,aggregate limit must be no. less - - than $1,000,000 for this PROJECT. Said policy shall name CITY, 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 self - insured retention, or a "deductible" or any other similar form of limitation on the required coverage. 12. 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 6 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 • 0 professional liability in an amount not less than $1,000,000 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 professional services contractor's start.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. 13. CERTIFICATES OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this AGREEMENT; said certificates shall: A. provide the name and policy number of each carrier and policy; B. shall state that the policy is currently in force; and C. shall promise that such policies shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) 7 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 0 0 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 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 CITY by CONSULTANT: under theAGREEMENT. CITY or its representative shall at all times have the right to demand theforiginal 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. 14. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting -at all times in the performance -of this .AGREEMENT as an independent contractor. 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. 15. 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 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. 8 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 16. 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.without the consent of CITY. 17. COPYRIGHTS/PATENTS . CITY shall own all rights to any patentor copyright -on anywork,,.item-or material produced as a result of this AGREEMENT. 18. 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 ifinanciat interest in this AGREEMENT in violation of.the; applicable; provisions of the California Government Code. 19. NOTICES Any notice or special instructions required to be given in writing under this AGREEMENT shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY's Director of Planning 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, addressed as follows: TO CITY: Director Planning City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 9 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 TO CONSULTANT: Donald A. Cotton, AICP Cotton/Beland/Associates, Inc. 747 East Green Street, Suite 300 Pasadena, CA 91101 20. 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. 21. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY agree that CITY is not:liable for payment of any subcontractor work involvingaegal 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 iincurred -by CONSULTANT. 22. 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. SIGNATURES ON NEXT PAGE 10 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 23. ENTIRETY The foregoing, and Exhibit "A" attached hereto, set 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. C OTTONBELAND/ASSOCIATES, . INC. a California corporation By: - print name ITS: (circle one) Chairman/ reside ice President Imnt name ITS: (circle one) ecreta hief Financial Officer/Asst. Secretary - Treasurer REVIEWE!f APPROVED: 6<fi'--C' Administrator 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California a or ATTEST: 4-17-00 City Clerk APPROVED AS TO FORTM: til-G41'City Attorney p.� a / p a0 ez ff \ Y I l01 VW INITIATED AND APPROVED: 11 irector of PL-wrtiing CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT No.5907 State of Cali fnrni a County of Los Angeles On March S, 2000 before me, Patricia A. Guerrero, Notary Public , DATE NAME, TITLE OF OFFICER - E.G., -JANE DOE, NOTARY PUBLIC' personally appeared Donald A. Cotton ------------------------------------------ NAME(S) OF SIGNER(S) X1 personally known to me - OR - ❑ proved to me on the basis of satisfactory evidence to be the person(4 whose name(Z) is/etre- subscribed to the within instrument and ac- knowledged to me that hefshefteq executed the same in his he e;,= authorized capacity(}, and that by hisf#eF�t#e+r signature(e) on the instrument the personH, or the entity upon behalf of which the person(&) acted, executed the instrument. PATRICIA A. GUERRERO Mc@COMNI. COMM. tt1240591 3 WITNESS my hand and official seal. VNOTARY PUBLIC-CALIFORNIA Q LOS ANGELES COUNTY 0 EXP: NOV. 24, 20Z � �J SIGNATURE OF NOTARY OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER ❑ INDIVIDUAL ® CORPORATE OFFICER President/Secretary TITLE(S) ❑ PARTNER(S) ❑ LIMITED ❑ GENERAL ❑ ATTORNEY -IN -FACT ❑ TRUSTEE(S) ❑ GUARDIAN/CONSERVATOR ❑ OTHER: SIGNER IS REPRESENTING: NAME OF PERSON(S) OR ENTITY(IES) Cotton/Beland/Associates, Inc. DESCRIPTION OF ATTACHED DOCUMENT Professional Services Contract Between the City of Huntington Beach and Cotton/Beland/Associates, Inc. TITLE OR TYPE OF DOCUMENT Eleven plus Table of Contents NUMBER OF PAGES March 1, 2000 DATE OF DOCUMENT SIGNER(S) OTHER THAN NAMED ABOVE 01993 NATIONAL NOTARY ASSOCIATION • 8236 Remmet Ave., P.O. Box 7184 • Canoga Park, CA 91309-7184 -CITY auNTI MrON BEACH November 15,1999 Submitted by: City of Huntington Beach Planning Department 2000 Main Street Huntington Beach, CA 92648 MR TABLE OF CONTENTS TITLE PAGE I INTRODUCTION 1 I.I. Background 1 1.2. City of Huntington Beach 1.3. Project Objective 1 1.4. Role of Consultant 1 II PROJECT BACKGROUND 2 2.1 RHNA Allocation 2 2.2 General Plan 2 III SCOPE OF SERVICES 2 3.1 Update Background Data 2 3.2 Evaluate Policies and- Programs 3 3.3 Public Participation Program 3 3.4 Environmental Documentation 3 3.5 Housing Element Documentation 3 3.5.1 Housing Element Format 3 3.6 Meeting Attendance 3 3.7 Schedule 4 3.8 Deliverables 4 IV PROPOSAL SUBMITTAL REQUIREMENTS 5 V BUDGET 5 5.1. Insurance/Indemnification Requirements 5 VI SELECTION PROCESS 6 6.1 Evaluation Criteria 6 6.2 Interviews 6 6.3 Recommendation to City Council 6 6.4 Disclaimer 7 VII PROPOSAL SUBMITTAL DEADLINE 7 VIII CONTACT 8 IX ATTACHMENTS 8 I. Introduction 1.1 Background The purpose of this Request for Proposal (RFP) is to solicit proposals from qualified consultants who are interested in being considered for preparation of an update to the City of Huntington Beach General Plan Housng Element. The City's HouVn* Element was comprehensively updated and deemed in compliance by the State Department of Housing and Community Development in March 1999. The purpose of the current update is to reflect the new Regional Housing Needs Assessment (RHNA) figures and to adjust policies and programs accordingly. 1.2 City of Huntington Beach Huntington Beach is a charter law city and is located in the southwestern portion of Orange County. It is adjacent to the Cities of Westminster and Fountain Valley to the north, Costa Mesa to the east, the Pacific Ocean to the south and Seal Beach to the west. Huntington Beach is situated approximately 28 miles southeast of Los Angeles and 90 miles northwest of San Diego. The City of Huntington Beach, the sixth city formed in Orange County, was incorporated in 1909 and encompassed 3.57 square miles with a population of 915. The City remained small until a period between 1957 and 1959 when a series of annexations increased the area under its jurisdiction by over twenty (20) square miles. These actions allowed Huntington Beach to capture a large portion of the residential construction boom, which occurred in western Orange County in the late 1950s and early 1060s. As a result, the City's population grew dramatically from 11,492 in 1960 to 115,960 in 1970. Currently, Huntington Beach is the third largest City in Orange County, following Anaheim and Santa Ana. As of January 1, 1999, the City had an estimated population of 196,660 according to the State Department of Finance. 1.3 Project Objective The objective in undertaking this project is to create a State certifiable Housing Element that is internally consistent with the City of Huntington Beach General Plan. 1.4 Role of Consultant The role of the consultant is to be an extension of the City's staff. The coasultant(s) are expected to keep an open dialogue with staff and to work closely with staff in preparing the updated Housing Element. As an extension of staff, the consultant will be expected to function in the following capacities: -1- (g:nnbb\adV4) • Provider of technical information. • Provider of unbiased recommendations. • Provider of solutions to potential conflicts. _ - • Organizer. • Facilitator & consensus builder. Available to City staff via phone, fax, meetings, etc. • Preparer of letters, memos, meeting minutes, staff reports, etc. Presenter of staff reports, etc. II. Proiect Background 2.1 RHNA Allocation The expected RHNA allocation for the City of Huntington Beach is set forth below. NO ~0-17 c41, ecl � _ I�'� Inc-` o e --hitnt_ Household Growth 1,817 Very Low 388 19% Vacancy Need -156 Low 255 13% Replacement Need 354 Moderate 400 20% Construction Need 2,015 1 Above Moderate 972 48% Total 1 2015 100% 2.2 General Plan The City of Huntington Beach General Plan was comprehensively updated in May 1996 with the exception of three elements: Coastal, Growth Management and Housing. The Housing Element was approved by the City Council February 1, 1999 and deemed in compliance by the State the following month. The Coastal Element is currently in the hearing process; the Growth Management Element dates to 1992. III. Scope of Services A Scope of Services is required in all proposals. 3.1 Update Background Data While the City's Housing Element is current with respect to Census data, other areas will require an update, including: Fees Rents, Sales Prices and Values • Units at Risk • Vacant Land Inventory -2- (g:\mbb\adv\rfp) 0 V • The City will make available to the consultant all previously prepared reports. At this time, the following information is available: • City of Huntington Beach General Plan Housing Element, February 1999 _ • Vacant Land Inventory, January 1998 • City of Huntington Beach General Plan, May 1996 3.2 Evaluate Policies and Programs 00 In repsonse to the new RHNA allocation, evaluate the existing goals, objectives, policies and programs of the Housing Element in conjunction with Planning and Economic Development staff. 3.3 Public Participation Program Develop a public participation program, including public hearings and workshops. 3.4 Environmental Documentation Prepare required environmental documentation in accordance with California Environmental Quality Act requirements. 3. S Housing Element Documentation Prepare the Housing Element, including draft and final versions, in response to comments from the City and the State and in compliance with the Government Code and City Direction. Facilitate the Department of Housing and Community Development's review and assessment of the Housing Element. 3. S.1 Housing Element Format This document should contain all required sections and be consistent with the format of the City of Huntington Beach General Plan. It is expected that the current Housing Element will be reorganized and reformatted to the extent feasible and practical given the unique characteristics of a housing element. An electronic file of the current Housing Element. is available as a Word document. The use of graphics is strongly. encouraged. 3.6 Meeting Attendance The consultant shall assume the following minimum number of meetings. More meetings may be suggested in the proposal. Payment for meetings will be based upon the actual number of meetings. The proposed fee for meetings shall be segregated by type of meeting and should include all necessary personnel and presentation materials. -3- (g:\znbb\advVt) 0 MEETINGS Meetings with staff 4 Housing Committee Meetings/Public Workshops 4 Planning Commission Study Sessions 1i Public Hearings 1 City Council Study Sessions Public Hearings The consultant may wish to develop a contingency for additional meetings into the proposed budget. 3.7 Schedule The City is requesting that the Housing Element Update commence upon notice to proceed. The consultant should demostrate that the City will be able to meet the State deadline for completion of the documents. 3.8 Deliverables All documents shall be the property of the City of Huntington Beach. Documents shall be organized so that they can be easily revised and reprinted, are adequately illustrated, are computer compatible, and are easily understood by diverse public interests. The minimum number of documents shall be as follows: 10 copies of Screencheck Draft Housing Element 2. 30 copies of Draft Housing Element plus one unbound reproducible original copy. a. All graphics, charts, maps, and tables shall use black ink on 8 'h X 11 white paper. b. Copies shall be three -hole punched and shall be double -sided. f, 3. 35 bound copies of the Final EIR plus one unbound reproducible original copy and computer disk(s) containing the document formatted for Microsoft Word 97 SR-1. Also, any tables/charts/graphics in Microsoft Excel 97 SR-1 or other format readable on Microsoft Word for Windows shall be submitted. 4. Preparation of environmental analysis. -4- (g:\mbbladv\tt) Each task noted above should be responded to by the consultant in the form of a technical work statement. Each major work item should be related to a cost figure. The technical work statement should contain the effort to be expended by the consultant in preparing each task, and the time frame in which the task will be completed. IV. Proposal Submittal Requirements The City requests that proposals be organized and presented in a neat 4d logical form and be relevant to the Scope of Services._ Proposals shall be clear, accuratt and comprehensive. Excessive or irrelevant material will.not be favorably received. Proposals should contain the following information: 1. Description of consultant's approach to fulfilling the Scope of Services, including work tasks, schedule and costs associated with the Scope of Services. 2. A complete list of data and information required by the consultant(s) from the developer and/or City with a time frame indicated for receipt of the data. 3. Information on the general qualifications of the proposing firm(s) and on the particular experience of the firm relevant to the project at hand. 4. References. V. Budget There will be a fixed price contract. A "not to exceed" amount should be provided for all miscellaneous expenses such as mileage, printing, etc. so that there are no costs to the City which are not identified in the proposal. 5.1 Insurance/In.demnification Requirements Consultant shall maintain and provide proof of the following minimum insurance during the duration of the project: 1. General Liability Coverage - $1,000,000 CSL (Combined Single Limits) per occurrence. If provided coverage is under a form which includes a designated general aggregate limit, the aggregate limit must be no less than $1,000,000. (Note: The City requires that the certificate of General Liability Insurance include an endorsement naming the City of Huntington Beach, its Agents, Officers, and Employees, as additional insured. The cancellation clause for General Liability Insurance must also provide a mandatory thirty (30) day notice.) 2. Professional Liability Coverage - $500,000 per occurrence (Note: A "claims made" policy is acceptable). -5- (gAmbbW1*fp) • 3. Workers Compensation Coverage - $100,000 bodily injury by accident, each accident; $100,000 bodily injury by disease, each employee; $250,000 bodily injury by disease, policy limit. (Note: The City requires that the certificate of Workers Compensation Insurance include a cancellation clause for Workers Compensation Insurance also provides a mandatory thirty (30) day notice.) This insurance requirement may be waived by the City Council if it is determined that the Scope of Service to be provided presents minimal legal exposure to t�kity. If such waiver will be necessary, please indicate so in the proposal. VI. Selection Process 6.1 Evaluation Criteria Of primary importance in the selection of a consultant will be the overall quality of the proposal as evidenced by previous accomplishments and a demonstrated willingness to work with City officials, staff, and agencies. The selection process includes staff screening of the proposals to evaluate the consultant's capability to do the work. Staff, at its discretion, may also conduct follow up interviews with former clients to ascertain service satisfaction and may require personal interviews with the consultants. 6.2 Interviews If warranted, consultants may be selected for interviews to be held the week of December 13,1999. Should interviews be held, consultants will be notified of the interview time by December 10,1999. The interview would allow those selected consultants an opportunity to demonstrate their understanding of the City's needs toward meeting its objectives. Any form of presentation may be used; however, the most effective presentation will demonstrate the experience and ability of key personnel and samples of the proposed product. 6.3 Recommendation to City Council The staff will evaluate all eligible proposals and make the final recommendation for selection to the City Council based upon the following criteria: 1. Technical and financial resources for performance prior to award of this contract. 2. Experience and organizational, technical and editorial skills and facilities prior to award of this contract. 3. Demonstrated qualification of the project leader(s) and assurance of his or her principal involvement in the project until its completion. -6- (gAmbbNadv\rfp) • u 4. Ability to perform the required tasks within an acceptable time schedule. 5. Ability and experience to work closely with City staff and advisory bodies. 6. Regularly and easily available to City staff and for day and evening meetings, as . required. 7. An equal opportunity employer and qualified and eligible to refiive and fulfill award of this contract under all applicable laws and regulations. 8. Information provided by references. 9. Proposed costs that are competitive with other submitted proposals. 10. Ability to estimate and identify hidden and unforeseen costs. 11. Consultant's enthusiasm and creativity. 12. Consultant's oral presentation of the proposal and response to questions. 13. Past performance record with the City (if applicable). 14. A reasonable contract price. 6.4 Disclaimer This Request for Proposals does not commit the City to award a contract, or to pay any costs incurred in the preparation of the proposal. The City reserves the right to extend the due date for the proposal, to accept or reject any or all proposals received as a result of this request, to negotiate with any qualified consultant, or to cancel this Request for Proposal in part or in its entirety. The City may require the selected consultant to participate in negotiations and to submit such technical, fee, or other revisions of their proposals as may result from negotiations. VII. Proposal Submittal Deadline Written proposals are due by 5:00 p.m., Wednesday, December 8,1999. Send or deliver six (6) copies of the proposal to: Mary Beth Broeren, Senior Planner City of Huntington Beach Planning Department 2000 Main Street Huntington Beach, CA 92648 -7- (gAmbb\adv\rfp) VIII. Contact Person Questions regarding the project and consultant selection process should be directed to: Mary Beth Broeren, Senior Planner at (714) 536-5550 IX. Attachments 1. Sample Contract 2. City of Huntington Beach General Plan Housing Element 2 -8- (g:4nbb\advlrfp) Ip r EwESI; ED SAMPLE JUN 21 1999 PROFESSIONAL SERVICES CONTRACT BETWEEN'---J1 CF =:.A''+ a THE CITY OF HUNTINGTON BEACH AND FOR 40 THIS AGREEMENT is made and entered into this day of 1992 by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and a corporation, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to provide 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 said services, ` NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: 1. WORK STATEMENT' CONSULTANT shall provide all services as described in the Request for Proposal CT.FP'), and CONSULTANT's Proposal dated (both of which are hereinafter 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." 1 g/agedform/profs=v/6/18/99 SAMPLE CONSULTANT hereby designates who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this AGREEMENT 2. CITY STAFF ASSISTANCE CITY shall assign a staffcoordinator to work directly with CONSULTANT in the performance of this AGREEMENT. 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 Exhibit "A" shall be completed no later than from the date of this AGREEMENT. These times may be extended with the written permission of CITY. The time , for performance of the tasks identified in Exhibit "A" are generally to be shown in the.Scope of Services on the Work Program/Project- Schedule. This schedule may be amended to benefit the PROJECT if mutually agreed by CITY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT a fee not to exceed dollars 5. PRIORITIES In the event there are. any conflicts or inconsistencies between this AGREEMENT, the CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern: 1) AGREEMENT, 2) the CONSULTANT's Proposal, and 3) the CITY's RFP. g/agredfbnWpmfsm/6/18/99 SAMPLE • 0 6. 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 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. 7. 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 Exhibit "A." B. Delivery of work -product: A copy of every memorandum,letter, report, calculation and other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on anysuch product; CITY shall identify specific requirements for satisfactory -completion. Any such product which has not been formally accepted or rejected by CITY shall be deemed accepted. C. CONSULTANT shall submit to CITY 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; a, 4) 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 3 g/ager1form/profserv/6/18/99 SAMPLE i 0 5) 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 promptly approve the invoice, in which event payment shall be rilde 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 within seven (7) calendar days of receipt of the invoice, and the schedule of performance set forth in Exhibit "A" shall be suspended 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 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 paymnnt of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this AGREEMENT. 8. 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 CITY upon termination of this gage-J&n /profsm16/18199 4 SAMPLE • r-I L AGREEMENT or upon PROJECT completion, whichever shall occur first. In the event this AGREEMENT is terminated, said materials may be used by CITY in the completion of the PROJECT or as it otherwise sees fit. Title to said materials shall pass to CITY 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 retim copies of all data prepared hereunder. 9. HOLD HARMLESS CONSULTANT shall protect, defend, indemnify and hold harmless CITY, its officers, officials, employees, and agents from and against any and all liability, loss, damage, expenses, costs (including without limitation, costs and fees of litigation of every nature) arising out of or in connection with performance of this AGREEMENT or its failure to comply with any of its obligations contained in this AGREEMENT except such loss or damage which was caused by the sole negligence or willful misconduct of CITY. 10. WORKERS' COMPENSATION INSURANCE Pursuant to California Labor Code Section 1861, CONSULTANT acknowledges awareness of Section 3700 et seq. of said Code, which requires every 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. CONSULTANT shall maintain workers' compensation insurance,in an. amount of not less than One Hundred Thousand Dollars ($100,000) bodily injuryby accident, each occurrence, One Hundred Thousand Dollars ($100,000) bodily injury by disease, each employee, Two Hundred Fifty Thousand Dollars ($250,000).bodily injury by disease, policy limit. 5 g1asme/fbmVprofsm/6/18n9 SAMPLE • • CONSULTANT shall require all subcontractors to provide such workers' compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish to CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance and CONSULTANT shall similarly require all subcontractors to waive subrogation. 11. GENERAL LIABILITY INSURANCE 0 0 In addition to the workers' compensation insurance and CONSULTANT's covenant to indemnify CITY, CONSULTANT shall obtain and furnish to CITY, a policy of general public liability insurance, including motor vehicle coverage covering the PROJECT. Said 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 products/completed operations liability and blanket contractual liability, of $1,000,000 per occurrence. If coverage is provided under a form which includes a designated general aggregate limit, the aggregate limit must be no less than $1,000,000 for this PROJECT. Said policy shall name CITY, 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 §hall be primary. Under no circumstances shall the above -mentioned insurance contain a self- insured retention, or a "deductible" or any other similar form of limitation on the required coverage. 6 g/agedfamVprofsm v/6/18/99 SAMPLE 12. 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 professional liability in an amount not less than$1,000,000 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 professional services contractor's start 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. 13. CERTIFICATES OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall . fiunish to CITY certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this AGREEMENT; said certificates shall: A. provide the name and policy number of each carrier and policy; B. shall state that the policy is currently in force; and g/agrWform/profsm16/18199 7 SAMPLE • • C. shall 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. CONSULTANT shall maintain the foregoing insurance covegges 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 CITY by CONSULTANT under the AGREEMENT. CITY 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. 14. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this AGREEMENT as an independent contractor. 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. ' 15. TERNIINATION OF AGREEMENT j• - 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 PROJECT is fully complete. Any termination of this AGREEMENT 8 g/agreedfbmVpm&m/6/18/99 SAMPLE by CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. 16. 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 c9tity without the consent of CITY. 17. 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. 18. 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. 19. NOTICES Any notice or special instructions required to be given in writing under this AGREEMENT shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) br•to CITY's Director of 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, addressed as follows: TO CITY: Director of City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 g/agree/form/profso v/6/18/99 TO CONSULTANT: N SAMPLE 20. 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. 21. 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 C= shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 22. 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. REST OF PA GE NOT USED 10 g/agedfomm✓profsm/6/18/99 SAMPLE 23. ENTIRETY The foregoing, and Exhibit "A" attached hereto, set forth the entire AGREEMENT between the parties. r 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 municipal corporation of the State of California By: print name ITS: (circle one) Chairnlan/PresidentNice President Mayor AND ATTEST: By: print name City Clerk ITS: (circle one) Secretary/Chief Financial Officer/Asst. Secretary — Treasurer APPROVED AS TO FORM: REVIEWED AND APPROVED: City Attorney City Administrator INITIATED AND APPROVED: Director of .1 11 g/agredfbnWprofsm/6/109 SAMPLE SAMPLE PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON-BEACH AND FOR Table of Contents 1 Work Statement.......................................................................................................1 2 City Staff Assistance................................................................................................2 3 Time of Performance...............................................................................................2 4 Compensation..........................................................................................................2 5 Priorities........................................................................................2 6 Extra Work...............................................................................................................2 7 Method of Payment..................................................................................................3 _ 8 Disposition of Plans, Estimates and Other Documents .......................:...................4 9 Hold Harmless.........................................................................................................5 10 Workers` Compensation Insurance..........................................................................5 11 General Liability Insurance......................................................................................6 12 Professional Liability Insurance..............................................................................6 .13 Certificates of Insurance.....................................:....................................................7 14 Independent Contractor.............................................................................:..............8 15 Termination of Agreement ............... ..............................................:................:........ 8 16 Assignment and Subcontracting..............................................................................9 17 Copyrights/Patents...................................................................................................9 18 City Employees and Officials..................................................................................9 19 Notices.....................................................................................................................9 20 Immigration..........................................................................:...................................10 21 Legal Services Subcontracting Prohibited...............................................................10 22 Attorneys Fees.........................................................................................................10 23 Entirety.....................................................................................................................10 s, . 12 g/agredfom1proherv/6/18/99 SAMPLE SCOPE OF WORK The following outlines our proposed scope of work by task for update of the 2000-2005 Housing Element for the City of Huntington Beach. All documents will be provided to. the City in Microsoft. Word/Excel 97, as requested by the City. An initial step in the work program will be to work with staff to develop a document format to improve the Element's readability, including more extensive use of charts and graphics. CBA will update existing population, household, and housing unit counts using 1999 Department of Finance Statistics. Pursuant to the City's RFP, move extensive updating will be undertaken in the following areas: 1. Update of Housing Market Information CBA will compile current (1999) information on housing rental rates and sales prices. Current market data will be compiled from a variety of sources, including: Construction Industry Research Board, Data Quick Real Estate Market Information Services, local Board of Realtors and Apartment Owners Association; and advertised rentals listed in local newspapers and the Orange County Register. Given the continued escalation in housing costs since adoption of the City's Element, this analysis will be important to gain a better understanding of current housing affordability in Huntington Beach for very low, low and moderate income households. 2. Residential Sites Analysis/RHNA CBA.will prepare an inventory of the location and potential development capacity of vacant and underutilized land in the City suitable for new residential development during the 2000-2005 planning period. CBA will also evaluate residential growth potential on underutilized sites, including opportunities for mixed use, underdeveloped residential properties, second units, surplus public properties, and other potential sites based on discussion with staff. CBA will evaluate the adequacy of this site inventory in fulfilling the City's 2000-2005 regional housing needs allocation, determined by OCCOG and SCAG to be 2,015 housing units. We will also evaluate housing developed in the City since January 1998, as well as any pending developments to be credited against the City's RHNA. 3. Evaluation of Assisted Housing Stock at Risk of Conversion to Market Rate The Housing Element will need to document the number of deed -restricted low income rental housing projects that are at risk of converting to non -low income uses during the planning period of July 1, 2000 and June 30, 2010 due to termination of subsidy contracts, mortgage prepayment, or expiration of restrictions on use. Proposal for City of Huntington Beach 2 2000-2005 Housing Element ■ r The 1999.Element identifies two such projects - Huntington Breakers and.Seabridge Villas. The expiration date on Seabridge Villas is soon approaching in-2000, requiring a more definitive Plan of action for unit preservation. All cost information contained in the at -risk analysis will be updated, and the program response refined accordingly. 4. Potential Housing Constraints CBA will prepare an updated analysis of potential constraints upon the maintenance, improvement or development of housing in Huntington Beach, focusing on revised City fees, updated HMDA data on financing current development cost information and other modifications in City development standards and regulations. 5. Evaluate Policies and Programs of Existing Housing Element CBA will work with City staff to evaluate the existing goals, objectives, and policies, and determine any adjustments necessary to reflect the new RHNA allocation. In order to develop appropriate programs to address the housing needs of the City's residents, CBA will review the housing programs in the existing Housing Element, and evaluate the effectiveness of these programs in delivering housing services. I.6. Public Participation Program CBA will work in conjunction with City staff to develop an appropriate public participation program for the Element update. Pursuant to the City's RFP, we have included the following meetings in our scope of services and budget. However, based on our recent experience in the City and our understanding that no significant new housing issues have arisen, we would anticipate fewer meetings before the Housing Committee, resulting in a cost savings to the City. Housing Committee Meetings/Public Workshops 4 Planning-Commission/City Council Study Sessions 2 Planning Commission/City Council Public Hearings 2 7. Draft Housing Element Based on the evaluation conducted in the prior phases, combined with input from City staff and community input, the City's existing Housing Element will be updated and reformatted with extensive use of graphics to develop a highly readable document. A comprehensive_ program will be developed which: i) Identifies the availability of sites for the development of a variety of housing types for all income levels, including rental housing, factory -built housing, Proposal for City of Huntington Beach 3 2000-2005 Housing Element h P11-i 7 I E mobilehomes, emergency shelters and transitional housing to meet -the City's identified housing needs; ii) Contains programs to assist in the development of adequate housing to meet the needs of low and moderate income households; iii) Addresses, and where appropriate, mitigates the constraints which government imposes on the maintenance, improvement, and development of housing; iv) Contains programs to preserve and improve the condition of the City's existing affordable housing stock; v) Ensures that housing opportunities are available for all persons regardless of age, religion, sex, marital status, ancestry, national origin, or color; and vi) Achieves internal consistency with other general plan elements and community goals. Housing goals will be identified for the City related to the affordability, availability, and adequacy of the City's housing stock, with corresponding. housing policies to provide a specific guiding action and clear commitment to -the goal. Each policy will be related to one or more implementing programs which will specify five-year housing goals, funding sources, implementation time frames, and agencies responsible for program implementation.. Based on direction received from staff, CBA will make any appropriate revisions to the screendraft Element and will prepare a public review draft Element for submittal to the State to initiate their maximum 45-day review period. The Draft Element will also be made available in public locations for review and comment. Products --Screencheck Draft Housing Element (10 copies) Draft Housing Element (30 copies) 8. Environmental Documentation Based on the current Housing Element, we anticipate preparing a Negative Declaration to serve as environmental clearance for the Element. If however significant land use changes were ultimately proposed as part of the Housing Element, a Mitigated Negative Declaration, or EIR may be necessary. For purposes of budgeting, we have assumed preparation of a Negative Declaration at this time. Our budget also assumes CBA is responsible for distribution of the Negative Declaration. 1 Proposal for City of Huntington Beach 4 2000-2005 Housing Element r ' Products Initial Study/Negative Declaration (33 copies) - Responses to Comments 9. Public Review and Finalization Upon receipt of comments from HCD on the Draft Housing. Element, CBA will draft a memo identifying any recommended changes to the Element necessary to achieve HCD compliance. CBA project manager will assist City staff in conducting the City Council and Planning Commission public hearings on the Draft Element. All comments and changes arising from these meetings will be prepared for incorporation into the final documents. 7 A r In the event that HCD approval of the Housing Element cannot be achieved, CBA can assist the City in preparing written findings to be included in the resolution of adoption. The findings will explain the reasons the City believes that the Element substantially complies with the requirements of the housing element law. The cost for preparation of findings is not currently included in the project budget. Products Memo identifying recommended changes to Draft Element Adopted Housing Element (35 copies, unbound reproducible, computer disk) Findings (optional - as needed) Proposal for City of Huntington Beach 5 2000-2005 Housing Element • COST SCHEDULE The budget on the following page is our best estimate of the time and costs required to complete the Scope of Services outlined in our proposal for the Huntington Beach 2000-2005 Housing Element Update. Costs are identified by individual staff members by indicating number of hours for each phase of the work program multiplied by hourly billing rates. Billing rates reflect both direct labor and overhead costs. The project budget represents a firm offer by Cotton/Beland/Associates to complete the Scope of Services outlined for the total budget amount. This offer is good for 90 days from ■ 1 the date of the proposal. Requirements for City staff assistance in data collection are minimal, and are related primarily to providing information on accomplishments under adopted programs; residential site inventory data; and compilation of published information on city regulations, housing studies, etc. 1 i 1 . 1 1 . Proposolfor City of Huntington Beach 6 2000-2005 Housing Element .I • • I CITY OF HUNTINGTON BEACH 2000-2005 HOUSING ELEMENT Staff Person: Hourly Rate: Cotton Warner Lawrence Lau Graph WP Total $120 $100 $70 $50 $45 $40 1. Housing Market Data 2 2 12 2 2 $1,110 2. Residential Sites/RHNA 6 4 12 4 2 $1,740 3. Units At Risk Analysis 4 6 1 $740 4. Housing Constraints 4 12 2 2 $1,170 5. Evaluation of Existing Policies/Programs 2 8 2 $840 6. Public Participation Program Staff Meetings (4) 61 6 1 $1.020 Housing Committee Meetings (4) 12 12 4 2 $2,300 PC/CC Study Sessions (2) 6 6 4 2 $1,280 PC/CC Public Hearings (2) 6 6 2 2 $1,210 7. Draft Housing Element. 2 16 8 12 16 8 $4,040 8. Environmental Documentation 4 16 8 2 2 $2,090 9. Public Review and Finalization 1 6 4 4 2 4 $1,450 Reproduction (75 documents @$15/ea 35 reports/Neg Dec @ $5/ea) $1,300 Travel/Postage/Phone/Misc. $500 Total Housing Element 3 74 72 68 38 27 $20,790 City of Huntington Beach Proposal for 7 2000-2005 Housing Element I i 1 1 1 1 1 STANDARD FEE SCHEDULE " CottonBelan d/Associates, Inc. - For services provided where reimbursement is to be on an hourly basis, the following rates are used: Senior Principal $120.00 per. hour Principal $12.0.00 per hour Senior Associate, Principal Planner, $90.00 - $100.00 Senior Environmentalist per hour Planner, Environmentalist $75.00 - $90.00 per hour Assistant Planner, Environmentalist, $50.00 - $70.00 Computer Technician per hour Support Planner, Environmentalist $35.00 - $50.00 per hour Graphics Technician. $40.00 - $55.00 per hour Word Processing Technician $40.00 - $50.00 per hour Non -Technical Support Person $25.00 per hour Printing and copy work, per diem, long distance telephone and similar costs are invoiced at 1.15 tunes our cost. Subcontract costs are invoiced at 1.20 times the actual subcontract cost. Mileage charges are $.35 per mile. This schedule is effective through December 31, 1999, and is subject to revision annually thereafter. I-99 • • TIME SCHEDULE While the current statutory deadline for adoption of the Element is June 30, 2000, both SCAG and HCD have indicated support for a six month extension, with an urgency bill to be introduced when the State legislature reconvenes in January. In our experience, a minimum six month period is typically necessary to finalize a'draft Element for submittal to HCD where significant public involvement is incorporated into the process as in Huntington Beach. While we have developed the following schedule based on a June 30`h deadline, we would recommend extending the time schedule two -three months if the extension is granted by the State. It should be noted that our ability to meet the following schedule is contingent upon prompt availability of material and review of draft documents by staff. 1. Project Initiation January 2000 2. Provision of City input on following data items: February 2000 — Residential Sites — Current Fees - Program Accomplishments 3. Screen Draft 2000-2005 Housing Element April 2000 4. Draft Element/Submittal of Draft Element to HCD for 45 May 2000 day review 5. Negative Declaration/ 21 day circulation May 2000 6. Planning Commission/City Council Public Hearings June 2000 Submittal of Adopted Element to HCD Public involvement in the process, including Housing Committee Meetings and Study Sessions. before the Planning. Commission and .City. Council, will be integrated upon development of the Public Participation Program in conjunction with staff. Proposal for City of Huntington Beach 9 2000-2005 Housing Element PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND COTTON/BELAND/ASSOCITES, INC. _FOR PROFESSIONAL PLANNING SERVICES TO PREPARE THE CITY OF HUNTINGTON BEACH 2000-2005 HOUSING ELEMENT UPDATE Table of Contents 1 Work Statement.......................................................................................................1 2 City Staff Assistance................................................................................................2 3 Time of Performance...............................................................................................2 4 Compensation..........................................................................................................2 5 Priorities........................................................................................2 6 Extra Work...............................................................................................................3 7 Method of Payment..................................................................................................3 8 Disposition of Plans, Estimates and Other Documents...........................................4 9 Hold Harmless.........................................................................................................5 10 Workers' Compensation Insurance...........................................................................5 11 General Liability Insurance......................................................................................6 12 Professional Liability Insurance..............................................................................6 13 Certificates of Insurance..........................................................................................7 14 Independent Contractor............................................................................................8 15 Termination of Agreement.......................................................................................8 16 Assignment and Subcontracting...............................................................................9 17 Copyrights/Patents...................................................................................................9 18 City Employees and Officials..................................................................................9 19 Notices.....................................................................................................................9 20 Immigration..............................................................................................................10 21 Legal Services Subcontracting Prohibited...............................................................10 22 Attorney's Fees.........................................................................................................10 23 Entirety..................................................................................................................... f 1 • Cl PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND COTTON/BELAND/ASSOCITES, INC. FOR PROFESSIONAL PLANNING SERVICES TO PREPARE THE CITY OF HUNTINGTON BEACH 2000-2005 HOUSING ELEMENT UPDATE THIS AGREEMENT is made and entered into this `5 day of 2000, by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and COTTONBELAND/ASSOCIATES, INC., a California corporation, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to provide planning services to prepare the City of Huntington Beach 2000-2005 Housing Element Update; 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 said services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: WORK STATEMENT CONSULTANT shall provide all services as described in the Request for Proposal ("RFP"), and CONSULTANT's Proposal dated December 8, 1999 (both of which are hereinafter 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." 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/06 • CONSULTANT hereby designates Donald A. Cotton, who shall' represent it and be its sole contact and agent in all consultations with CITY during the performance of this AGREEMENT. 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this AGREEMENT. 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 Exhibit "A" shall be completed no later than 14 months from the date of this AGREEMENT. These times may be extended with the written permission of CITY. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in the Scope of Services on the Work Program/Project Schedule. This schedule may be amended to benefit the PROJECT if mutually agreed by CITY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT a fee not to exceed Twenty Thousand Seven Hundred Ninety Dollars ($20,790.00). 5. PRIORITIES In the event there are any conflicts or inconsistencies between this AGREEMENT, the CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern: 1) AGREEMENT, 2) the CONSULTANT's Proposal, and 3) the CITY's RFP. 2 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 6. 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 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. 7. 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 Exhibit "A." B. Delivery of work product: A copy of every memorandum, letter, report, calculation and other documentation prepared by CONSULTANT shall 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. Any such product which has not been formally accepted or rejected by CITY shall be deemed accepted. C. CONSULTANT shall submit to CITY 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 certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this AGREEMENT; and 3 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 • 9, 5) 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 promptly 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 within seven (7) calendar days of receipt of the invoice, and the schedule of performance set. forth in Exhibit "A" shall be suspended 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 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. 8. 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 CITY upon termination of this 4 4/s:4-2000 Agree: CottonBeland RLS 00-043 2/ l 0/00 • • AGREEMENT or upon PROJECT completion, whichever shall occur first. In the event this AGREEMENT is terminated, said materials may be used by CITY in the completion of the PROJECT or as it otherwise sees fit. Title to said materials shall pass to CITY 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. 9. HOLD HARMLESS CONSULTANT shall indemnify and save and hold harmless CITY, its officers, and employees, from any and all liability, including any claim of liability and any and all losses or costs arising out of the negligent performance of this AGREEMENT by CONSULTANT, its officers or employees. 10. WORKERS' COMPENSATION INSURANCE Pursuant to California Labor Code Section 1861, CONSULTANT acknowledges awareness of Section 3700 et seq. of said Code, which requires every 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. CONSULTANT shall maintain workers' compensation insurance in an amount of not less than One Hundred Thousand Dollars ($100,000) bodily injury by accident, each occurrence, One Hundred Thousand Dollars ($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 workers' compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 to CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance and CONSULTANT shall similarly require all subcontractors.to waive subrogation. It. GENERAL LIABILITY INSURANCE In addition to the workers' compensation insurance and CONSULTANT's covenant to indemnify CITY, CONSULTANT shall obtain and furnish to CITY, a policy of general public liability insurance, including motor vehicle coverage covering the PROJECT. Said 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 products/completed operations liability and blanket contractual liability, of $1,000,000 per occurrence. If coverage is provided under a form which includes a designated general aggregate limit, the aggregate limit must be no less than $1,000,000 for this PROJECT. Said policy shall name CITY, 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 self - insured retention, or a "deductible" or any other similar form of limitation on the required coverage. 12. 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 6 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 . • professional liability in an amount not less than $1,000,000 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 professional services contractor's start 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. 13. CERTIFICATES OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this AGREEMENT; said certificates shall: A. provide the name and policy number of each carrier and policy; B. shall state that the policy is currently in force; and C. shall promise that such policies shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 • • 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 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 CITY by CONSULTANT under the AGREEMENT. CITY 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. 14. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this AGREEMENT as an independent contractor. 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. 15. 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 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. 8 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/10/00 16. 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 without the consent of CITY. 17. 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. 18. 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. 19. NOTICES Any notice or special instructions required to be given in writing under this AGREEMENT shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY's Director of Planning 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, addressed as follows: TO CITY: Director Planning City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 9 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 TO CONSULTANT: Donald A. Cotton, AICP Cotton/Beland/Associates, Inc. 747 East Green Street, Suite 300 Pasadena, CA 91101 20. 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. 21. 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. 22. 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. SIGNATURES ON NEXT PAGE 10 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 23. ENTIRETY The foregoing, and Exhibit "A" attached hereto, set 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. COTTONBELAND/ASSOCIATES, INC a California corporation By:d4lalwLI�;hL a COCA, print name ITS: -(circle one) Chairman/P siden Vice President AND By: spa60 print name ITS: (circle one) creta /Chief Financial Officer/Asst. Secretary — Treasu REV APPROV (r City dministrator CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California Mayor ATTEST: City Clerk APPROVED AS TO FORM: J/ ole� ILA rtnt i y Attorney „1vo INITIA ED AND APPROVED: 71!! rector of Pl ing 11 4/s:4-2000 Agree: Cotton/Beland RLS 00-043 2/ 10/00 J niV-YJy-L47I9I� 1-1%:A-( I-IITTnm mm nkin nr-crw-tnTCC 41 • __ . . -.. ---...... . ,.......,...... �... ...... OGO ,�C7y U4VJG r. IOSiO4 Ai:oru. CEO : fi=i" ' E Ot= tNSC1 ICE :..:::._ ISSUE OATS (mI:oco" 8/23/99 PRaoucl THIS CERTIFICATE IS ISSUED AM MATTER OF INFORMA-RON ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE ODES NOT AMEND. EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. ARIS INS SERVICES COMPANIES AFFORDING COVERAGE 2101 BUSINESS CTR DR #230 ..................................._.........._..._....._....._........................................•.... IRVINE CA 92612 COuPANY A LETTER ZURICH INSURANCE CO. ............. ........ .............. CCuPANY B INSURED LETTER • ZURICH INSURANCE CO. COTTON/BELAND/ .................................................................................................. cOUPANY C ASSOCIATES INC. LErIaR 747 E GREEN ST # 3 0 0 coMPANY ma PASADENA CA 91101 AMERICAN ZURICH ............. . COmpmY L>E :COVERAGES: rmis !S TO CERTIFY THAT THE AOUCIEs OF INSURANCE LISTED BELOW HAVE SEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INOICAT'ED. NOTWITHSTANOING 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 POUCIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. EXCLUSIONS ANO CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. .. ... ................................ ............. ................................................................ ... .. to POLICY 9XPIRATIM LT" TVPB OF *"RANCI POUC/ NUMBER PDAATTEY(��1 OATS WW)DW" Laura G UNJUL uA/LLm 33574816 9101799 9 01 0 0' GENERAL ArwaGATH ' s 2, 0 0 0, 0 0 0 X COMMEPCIAL GENERAL LIABILITY PROOUCTS{,QMPA7P mr- s 2 0 0 0 0 0 �....................... 0... calms wloe' X occuP. ............._..._................_._.....••-••-..... PEJLSONAL I ACV. M1URY 31,000,000 .............. .......... OwNews I CCINTRACMAT PROT. ...—.._............... ......................,........................... EACH OCCURRV CE 5000,000 .......... ........................................................... . FIRE OAMArrE y" 4.M sl 000 000 max PxP£Nse ww or . - 1 310 , 000 AuroMat 33574816 9101199 9 01 0 0 cougmEo SINGLE X. ANY AUTO umm ..................._...................... 1. r.. 00.0,_000 4i OWNEa7IU7dS WILY wJtigr . - - - - -...... SCb4fZU=AUTOS 0 FORtd: (Pruwswl ...s t1S T..........................................----......................... .. x.. NwEDALrtOS R.Yr„�:;`: i.1) SWILY VQUAY s X NO•VMiWAUS I,iTCiv .......... _ IPr-Abd") GARAGE UAWLITY ......... C 1 T .i t� i"i `" • i PROP6ATv OM/ACiE s EIC£SI UAWLITY Olney FaCH OCCUAAENCE s +: Att_..................................:...... ..................... .... UMBRELLA FORM DE ...•..•.. �' , C ] , y AGOREGATS f OTHER TAN UMORp1A FORM i � .. . W ORKIA'E eaMPENOATWH 2042917 9 O 1 9 9 9 01 O O X STATUTORY LAWTS ............................... -.._._._... , AND EACH .AC.=Wr ...................... ........_..........._....... OLSE&W-PouCY umrr : s2 , 0 0 0, 0 0 0 EMPLOYERS' UAGUJW •• - ' WSEASE-EACH EMPt pYEE $2 , 0 0 0 , 0 0 0 OTHER DESCRIPTION OP OPW'"OkS&OCATION.,NQIICLEsfSPECIAL MWAS SEE ATTACHED ENDORSEMENT f.. CER RFLCATE:HO ;,... ax >>, C.DER:,:,,;;...:.<:..,:....:.:.....:::.....: ON:.... ....... aY .1❑QTTCF VHI [��/� gmwf- SHOU{.0 ANY OF THE ABOVE OESCRtBEO P01I as BB THE EXPIRATION DATE TI+EREOF, THE MSUM COMPANY WRL O MAIL 3 0 DAYS WRIT EN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE CITY OF HUNTINGTON BEACH LEFT, BUL. L E O A ATTN: DIRECTOR COMM DEV u hI s s TIV 200 MAIN ST KUNTINGTON BCH CA 92648 AunaomaeaaglaBoeATIVI SHERRY YOUNG Y .. FOR ARTS K n... •., caaas ,. rA .(ffBQj;<::• .- ."` ,� ..�.'�.::'..::<; e N �`,r•4 « ;?:. ;.!:i' .: "` waamRd.CORPOpAT.TOtIi'i99� ��•-r�ti-cernn 1.3•4r LUTTON EELRND RSSQCIRTE!5-- 626 3M 04ud F'.{04/U4 • • 0 Producer: ARIS This endorsement, effective 09/Ol/99 forms a part of Policy Number 33574816 issued to COTTON/BELAND/ASSOCIATES INC by Zurich Insurance Company. ADDITIONAL INSURED ENDORSEMENT SECTION II - LIABILITY INSURANCE NAME OF ADDITIONAL DESCRIPTION OF INSURED PREMISES THE CITY OF HUNTINGTON BEACH, ITS ALL PLANNING AGENTS, OFFICERS & EMPLOYEES SERVICES PERFORMED FOR 200 MAIN STREET ADDITIONAL INSURED HUNT.INGTON BEACH,_ CALIFORNIA �92648 **SEE ATTACHED FORM XCG2010" Additional premium charged: NONE ARIS: Y SHERRY YOUNGFOA ARIS (Authorized Representative) Issued: 8/23/99 TOTAL P.04 ACORD CERTIFICA OF LIABILITY INSUR E DATE (MMIDDIYY) 01 /04 01/04/2000 PRODUCERSerial;; AlUbt ARIS INSURANCE SERVICES THIS CERTIFICATE 13 ISSUED A ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 2101 BUSINESS CENTER DR., #230 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. IRVINE, CA 92612 LICENSE NO. 0795446 INSURERS AFFORDING COVERAGE INSURED INSURER A: WESTPORT INS URANCE CORPORATION COTTON/BELAND/ASSOCIATES INC. INSURER B: 747 E. GREEN ST., #300 INSURER C: PASADENA, CA 91101 INSURER D: INSURER E: COVERAGES 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, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INS LTR TYPE OF INSURANCE POLICY NUMBER ATION DATE MM/DD i DATE MM/DD LIMITS GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY FIRE DAMAGE (Any one fire) $ CLAIMS MADE D OCCUR MED EXP (Any one person) $ $ PERSONAL E ADV INJURY $ GENERAL AGGREGATE GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ POLICY PE O LOC 1 AUTOMOBILE LIABILITY ANY AUTO COMBINED SINGLE LIMIT (Ea accident) $ ALL OWNED AUTOS SCHEDULED AUTOS � ` -` T " -' - i BODILY INJURY (Per person) HIRED AUTOS" NON -OWNED AU rOS BODILY INJURY $ (Per accident) PROPERTY DAMAGE $ iBY (Per accident) : I { -;_ r F GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO U-0 I OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR 7 CLAIMS MADE AGGREGATE $ 1 $ DEDUCTIBLE 1 $ RETENTION $ $ WnRKFRS COMPENSATION -AND - _ . TORY LIMITS, FIR I EMPLOYERS' LIABILITY I E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ OTHER A PROFESSIONAL LIABILITY �AEPI_101149-0 01/12/00 I 01/12/01 LI: $1,000,000/$2,000,000 i DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS PROFESSIONAL LIABILITY LIMIT IS PER CLAIM/POLICY AGGREGATE r A A A 'AI L e !`FRTIFIf`ATC 41A1 1'1C92 . ....... ..........._-......._.. �.--_ PA IdPCI I ATIAW - -- "- ' — """ —' —" %� -a..u"^A 1V1%J r-%Jrl I'lUl\I- THE CITY OF HUNTINGTON BEACH ATTN: DIRECTOR COMMUNITY DEV. 200 MAIN ST. HUNTINGTON BEACH, CA 92648 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE DATE THEREOF, THE ISSUING INSURER WILL ND V MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, MC5^LIRE O S LL CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT No.5907 State of California County of Los Ange]_eS On March 8, 2000 DATE before me, Patricia A. Guerrero, Notary Public NAME, TITLE OF OFFICER - E.G., "JANE DOE, NOTARY PUBLIC" personally appeared Donald A. Cotton------------------------------------------, NAME(S) OF SIGNER(S) ® personally known to me - OR - ❑ proved to me on the basis of satisfactory evidence to be the person(* whose name(-isL-a#@ subscribed to the within instrument and ac- knowledged to me that heir executed the same in his/"ter; authorized capacity(+e-s), and that by hisMerftit signature(* -on the instrument the person(14, or the entity upon behalf of which the person(v) acted, executed the instrument. PATRICIAA.GUERRERO WITNESS my hand and official seal. V COMM. 91240591 9 NOTARY PUBLIC-CALIFORNIA C) LOS ANGELES ICOUNTY Q - ,, a COMM. EXP. NOV. 24, 2� SIGNATURE OF NOTARY OPTIONAL Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT ❑ INDIVIDUAL Professional Services Contract X❑ CORPORATE OFFICER Between the City of Huntington Beach and Cotton/Beland/Associates, Inc. President/Secretary TITLE OR TYPE OF DOCUMENT TITLE(S) ❑ PARTNER(S) ❑ LIMITED ❑ GENERAL ❑ ATTORNEY -IN -FACT ❑ TRUSTEE(S) ❑ GUARDIAN/CONSERVATOR ❑ OTHER: SIGNER IS REPRESENTING: NAME OF PERSON(S) OR ENTITY(IES) Cotton/Beland/Associates, Inc. Eleven plus Table of Contents NUMBER OF PAGES March 1, 2000 DATE OF DOCUMENT SIGNER(S) OTHER THAN NAMED ABOVE 01993 NATIONAL NOTARY ASSOCIATION • 8236 Remmet Ave., P.O. Box 7184 • Canoga Park, CA 91309-7184 • • • CITY OF HU TI'INGTON BEACH APPLICATION FOR INSURANCE REQUIREMENTS WAIVER OR MODIFICATION I, Name/Title/Department of Requesting Staff Member, 2. Date of Request / 46 3. Name of Contractor/Permittee 4. Description of work to be performed aooa —Sao r n-s ue= 5. Length of Contract 6. Type of Insurance Waiver or Modification Requested: (a) Limits: (b) Coverage 7. Reason for Request for Waiver or Reduction of Limits et_.. 8. Identifi? the risks to the City if.this request for waiver 9,r modifications granted � /i,4 /e u�C , ,- , Department Head Si (This section to be completed by -the Risk Manager) Recommendation: Approve Deny Risk Manager's Signature/Date + (This section to be completed by the City Attorne)) Recommendation: Approve Den City Attorney's Signature/Date Settlement Co.:L-nittee approval [is [is not) required fcr L'vr Settlement Con=*rtee appr -al is required, submit form to City Anorney's ice to be placed on the agenda. Recommendation: Approve Deny City Council approval [is] is not) required for this waiver. If City Council approval is required, attach this form to the RCA after consideratio y the Settlement Committee. This insurance waiver (is) (is not) on City Council agenda. JmpfK1resoutiorYnsregi9/11197 7 CITY OF HL,TTTINGTON BEACH APPLICATION FOR INSURANCE REQUIREMENTS WAIVER OR MODIFICATION I. Name/Title/Department of Requesting Staff Member:2 to rj i3irn�lLa� .Z q-,ya ^� 2. Date of Request_�� 3. Name of Contractor/Pertnittee CoT7'v�✓�� E � flSSoe 144t S e , 4. Description of work to be performed �,zaT��-� i /� �- C; ry s 5. Length of Contract t/l y) ^-,d7 M S 6. Type of Insurance Waiver or l`iodification Requested: /�/Lo �gsS sN 4- L (a) Limits: (b) Coverage 7. Reason for Request for Waiver or Reduction of Limits -D4.-P"LT 96— AA1a—I- i , 8. Identify the risks to the City if this request for waiver or modifications granted Vi44-: X / f /C To Tlr� C) r), t /S �,,v,M,4L jj6.«�•�sd- .STi4Fr �,,iLL �� (,Jv2K�,✓ls GLat�f-Ly �•iT�r • CO�'$,.,.(,Ta•�r A-a17 Co.,�S�,.Li�T /r/,4S p!t-��'.4-iZs-� C�TrS �oi.�f,,.r(� IF. �.�.�►'►��'I''�/+-6-�lOws�. Department Head Signature (This section to be completed by the Risk Manager) Recommendation: Approve Deny Risk Manager's Signature/Date 1. (This section to be completed by the City Attorne)) Recommendation: Approve Deny City Attorneys Signature/Date Settlement Comurnittee approv [is [is not] required for uhis waiver. if Settlement Committee appr val is required, submit form to City Attorneys tce to be placed on the agenda. Recommendation: Approve Deny City Council approval[is [is not] required for this waiver. If City Council approval is required, attach this form to the • RCA after consideratio y the Settlement Committee. This insurance waiver [is] [is not] on City Council agenda. jmp/k/resoutionlnsreg19/11 /97 7 CONFIDENTIAL RECORDS Pursuant to Government Code §6245B b. Attorney -Client Privilege Date 1/18/00 Item: ❑ Title Number ,KLanguage/Insurance Modification -Agreement Cotton, Beland & Associates Motion by: Jennifer McGrath QPIG C� r�11% Y !46 "ITt� aYtita „� Vote by Signature Yes No GQe Signature Yes No Karen foster Signature Yes `/ No y MA Motion Passed Motion Failed attymisc/settcomfform/1 /14/00 H CITY OF HUNTINGTON BEACH INTER -DEPARTMENT COMMUNICATION HUNTINGTON BEACH TO: Connie Brockway, City Clerk FROM: Duane Bankey, Planning Senior Department Analyst SUBJECT: Documentation regarding RFP's for the contract between the City and Cotton/Beland/Associates to Prepare the 2000-2005 City of Huntington Beach Housing Element Update DATE: April 6, 2000 Pursuant to Huntington Beach Municipal Code 3.03.060(b), written proposals from not less than three Consultants are required prior to the City making a selection for a Consultant for a particular project. The Consultant selected to prepare the 2000-2005 City of Huntington Beach Housing Element Update is Cotton/Beland/Associates. This selection was based on the criteria contained in the Request for Proposal. Additional bid proposals were requested from: • Lawrence Associates • Ralph P. Castaneda Associates The duration of this agreement is fourteen (14) months from approval of the contract by the City Council. cc: Mary Beth Broeren, Senior Planner g Abankey\memos\M 00-24C B