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HomeMy WebLinkAboutProfessional Services Agreement - Urban3 LLC - South Bend Cost Study1316 Courwy-CiTy BUILDING 227 W. JEFFERSON BOULEVARD SOUTH BEND. INDIANA 46601-1830 CITY OF • BEND PETE BUTTIGIEG, MAY BOARD OF PUBLIC WORKS •' December 20, 2018 Cate Ryba Urban3, LLC 2 Vanderbilt Place Asheville, NC 28801 RE: Professional Services Agreement Dear Ms. Ryba: PHONE 574/235-9251 FAx 574/ 235-9171 The Board of Public Works, at its meeting held on December 20, 2018, approved the above referenced agreement regarding the South Bend Cost Study, Phase 2 in the amount of $73,420. Enclosed please find a copy of the agreement for your records. If you have any further questions regarding this matter, please call this office at (574) 235- 9251. Sincerely, Linda M. Martin, Clerk Enclosure GARY A. GILOT SUZANNA M. FRITZBERG ELIZABETH A. MARADIK JAMES A. MUELLER THEP-ESE J. DoRALI AGREEMENT FOR PROFESSIONAL SERVICES This Agreement for Professional Services (this "Agreement") is made effective as of December 20, 2018 (the "Effective Date"), by and between the City of South Bend, Indiana, a municipal corporation organized and operating under the laws of the State of Indiana, acting by and through its Board of Public Works (the "City"), and Urban3, LLC, a North Carolina limited liability company (the "Provider") (each a "Party" and collectively the "Parties"). For and in consideration of the mutual covenants and promises contained herein, the Parties agree as follows: I. Services. The Provider will provide to the City the professional services (the "Services") set forth in the Provider's proposal attached hereto as ExIiibit A (the "Scope of Work"). In the event of any conflict between the terms of this Agreement and the terms of the Scope of Work, the terms of this Agreement will prevail. The Provider will execute its obligations under this Agreement in accordance with the prevailing professional standard of care for projects of similar design and complexity. 2. C"oMpensatio-ii. In exchange for the Provider's performance of the Services, and subject to the terms and conditions of this Agreement, the City will pay the Provider a total sum not to exceed Seventy -Three Thousand Four Hundred Twenty Dollars ($73,420.00) (the "Contract Amount"). The City will pay the Contract Amount in installments upon -regular invoicing by the Provider (each a "Contract Installment"). The City will not be required to pay any Contract Installment if the City is not reasonably satisfied with the Provider's performance under this Agreement or any default or breach of this Agreement by the Provider exists, as the City may determine in its sole discretion. The sum of all Contract Installments will not exceed the Contract Amount, and the Provider will not incur or seek reimbursement for any expenses in excess of the Contract Amount. 3. 'berm,_ Teri iriation, Unless earlier terminated in accordance with its terms, this Agreement will commence on the Effective Date and end upon the Provider's completion of all its obligations hereunder and the City's final payment therefor. Notwithstanding the foregoing, effective immediately upon delivery of a written termination notice to the Provider, the City may terminate this Agreement, in whole or in part, for any reason, if the City determines that such termination is in the best interest of the City. In addition, in accordance with applicable laws, payments are subject to annual appropriation. If the City Controller makes a written determination that funds are not appropriated or are otherwise unavailable to support the continuation of this Agreement, it shall be cancelled. A determination by the City Controller that funds are not appropriated or are otherwise unavailable to support the continuation of performance shall be final and conclusive. The City will not be required to pay any Contract Installment or be otherwise liable for any cost associated with the Provider's performance of any Services after the effective date of termination. 4. Remedies for Breach of Contract. The Provider's failure to complete the Services in accordance with this Agreement will be considered a material breach. In the event of any breach of this Agreement by the Provider, the City may suspend all payments to the Provider and may pursue any and all remedies available at law or in equity. 5. Point of Contact. The City employee identified in Section 10 below will serve as the City's principal point of contact for purposes of this Agreement. 6. Rclatiop§lii ). The Provider shall at all times be an independent contractor for the performance of the Services rather than an employee of the City, and no act or omission to act by the Provider shall in any way bind or obligate the City. No employee of the Provider will be considered or deemed to be an employee of the City. This Agreement is strictly for the benefit of the Parties and not for any third party or person. This Agreement was negotiated by the Parties at arm's length and each of the parties hereto has reviewed the Agreement after the opportunity to consult with independent legal counsel. Neither party shall maintain that the language in the Agreement shall be construed against any signatory hereto. The City and the Provider hereby renounce the existence of any form of agency relationship, joint venture, or partnership between the Provider and the City and agree that nothing contained herein or in any document executed in connection herewith shall be construed as creating any such relationship between the City and the Provider. 7. Indemnification of City. The Provider hereby agrees to indemnify, defend, and hold harmless the City and its officials, employees, and agents, from any and all claims of any nature which arise from the performance by the Provider under this Agreement and from all costs and attorney fees in connection therewith, except for claims arising out of the negligence or intentional acts or omissions of the City or its officials, directors, employees, or agents. The obligations of the Provider under this section shall survive the termination of this Agreement. 8. Work Product; Ownership. The Provider will submit it work product to the City in accordance with the terms of the Scope of Work. Any and all work product submitted by the Provider to the City as part of the Provider's performance of the Services shall be free from claims of infringement and will become the exclusive property of the City. The City will have the right to use and reproduce copies of the Provider's work product as the City determines in its sole discretion without compensation to the Provider except the compensation expressly provided for in this Agreement. The City agrees, to the fullest extent permitted by law, to indemnify, defend, and hold harmless the Provider against any damages, liabilities, or costs, including reasonable attorneys' fees, arising from or allegedly arising from or in any way related to or connected with the reuse or modification of the deliverables by the City. The City will credit the Provider each time the deliverables are used. 9. Assign rent. The Provider shall not assign or subcontract the whole or any part of this Agreement or its obligations hereunder without the prior written consent of the City. 10. Noti"qs. Any notice required or permitted to be delivered hereunder shall be deemed to be delivered when deposited in the United States Postal Service, postage prepaid, registered or certified mail, return receipt requested, addressed to the City or the Provider, as the case may be, at the address set forth below. Provider: City: Urban3, LLC City of South Bend 2 Vanderbilt Place 227 W. Jefferson Boulevard, Suite 1400 S. Asheville, NC 28801 South Bend, IN 46601 Attn: Cate Ryba, Project Director Attn: Tim Corcoran, City Planner 11. Equal Opportunity, Noii-Discrimination° Com Hance. The Provider shall comply with all applicable laws and regulations in its hiring and employment practices and policies for any activity covered by this Agreement. The Provider shall comply with all federal, state, and municipal laws, regulations, and standards applicable to its activities pursuant to this Agreement including, but not limited to, the requirements imposed by Ind. Code 22-9-1-10 (non- discrimination), the provisions of Ind. Code 5-22-16.5 (disqualification for dealings with the government of Iran), and the provisions of Ind. Code 22-5-1.7 (requiring E-Verify for new employees and prohibiting employment of unauthorized aliens). Each of the foregoing provisions is incorporated herein as if set forth in full, and the Provider certifies that she is in compliance with each such provision and shall remain in compliance through the term of this Agreement. 12. Contractor's Affidavit. The Provider agrees, as a condition precedent to the effectiveness of this Agreement, that its authorized representative will execute and submit to the City and any other appropriate bodies an affidavit in the form attached hereto as Exhibit B. 13. Drug -Free Workplace. The Provider hereby agrees to make a good faith effort to provide and maintain a drug -free workplace. The Provider will give written notice to the City within ten (10) days after receiving actual notice that the Provider or an employee of the Provider within the State of Indiana has been convicted of a criminal drug violation occurring in the workplace. 14. No Waiver. No failure or delay on the part of either Party in exercising any right under this Agreement will operate as a waiver of, or impair, any such right. No single or partial exercise of any such right will preclude any other or further exercise thereof or the exercise of any other right. No waiver of any such right will have effect unless given in a written document signed by the Party waiving such right. No waiver of any right wifl be deemed a waiverof any other right hereunder. I . 15. Severer. In the event any portion of this Agreement `gflalf b6te"ld illegal, void, or ineffective, the remaining portions hereof shall remain in full force and effect. If any of the terms or conditions of this Agreement are in conflict with any applicable statute or rule of law, then such terms and conditions shall be deemed inoperative to the extent that they may conflict therewith and shall be deemed to be modified to conform to such law. 16. Entire Agreement; This Agreement sets forth the entire agreement and understanding between the parties as to the subject matter hereof, and merges and supersedes all prior discussions, agreements, and understandings of any and every nature between them. This Agreement may be amended only by separate writing, signed by authorized representatives of both the Provider and the City. This Agreement will be construed and interpreted according to the laws of the State of Indiana. IN WITNESS WHEREOF, the Parties hereto have caused this Agreement for Professional Services to be effective as of the Effective Date stated above. CITY: CITY OF SOUTH BEND, INDIANA BOARD OF PUBLIC WORKS Gary A. Gilot, President Elizabeth Maradik, Member Suzanna M. Fritzberg, Member n ul+ Member Therese Dorau, Member ATTEST: Linda M. MartCl PROVIDER: • 0 By: Printed: r -l-a Title: i,tGt 2AL.. EXHIBIT A Scope of Work [See attached.] EXHIBIT B Contractor's Affidavit [See attached.] CITY OF SOUTH BEND COST STUDY- PHASE 2 1 R B A ik\j'3 PROJECT: OF • BEND COST STUDYPhase This analysis will assist policy makers, city staff and the community of South Bend in understanding the role development patterns play in the cost of infrastructure cost and its relationship to city finances. This project will present and compare an updated 2018 Revenue Model (Property Taxes and Fees) with a Cost Model (to include: Streets, Bridges, Utilities, Stormwater, and Sewer). Phase 1 of this analysis included creating a Value Per Acre Model for South Bend, including an analysis of the pipe development over time. This was accomplished in 2015. Phase 2 will build upon Phase 1, as Urban3 staff works collaboratively with South Bend staff to create the Cost Model. Phase 3, not included here, will encompass additional work looking at generalized costs in St. Joseph's County (contingent on receiving necessary data), storyboarding all the graphics created, conducting final processing of the model, packaging the data for staff's future use, updating the Storymap with the final cost analysis, and final presentations of the analysis on site by Mr. Minicozzi. Task 1: Data Discovery, Research and Data Correction A. Update Revenue Model Urban3 will begin the project by working with South Bend staff to augment the revenue model and add elements to create a holistic picture of the City's financial health. Also, Urban3 will update the existing 2015-2016 revenue model with 2018 data. B. Fiscal Research Next, Urban3 will work with City staff to gain a true understanding of the fiscal functionality of South Bend. Specifically, Urban3 will examine the sources and uses for city finances and catalogue the mechanisms that fund local services, infrastructure, and capital projects. Significant time will be spent understanding the budget and how specific revenue sources are collected and allocated. This includes research from reports, documents, and data and interviewing staff. Staff interviews can be held via phone or video conference conference and questions provided beforehand may include: How are capital projects funded? How does debt and debt service come into play? Are there existing projects or documents that outline service and infrastructure costs? CITY OF SOUTH BEND COST STUDY - PHASE 2 This subtask requires that Urbana gain access to all revenue source data, including charges for service data and impact fees. An Urban3 analyst will conduct a 2 day site visit in South Bend during this research phase to procure data, connect with key members of the City team to field data questions, and to conduct work on site with City staff. South Bend City Staff time: 1.5 weeks C. Cost Data Correction Typical corrections include addressing parcel anomalies, fixing road topology issues, and preparing street and pipe data for network analysis. South Bend City Staff time: 2 days Task 1 Deliverables: Updated Revenue Model GIS files, PowerPoint Draft Report on research findings, Storymap with Updated Revenue Model Task 2: Overall Infrastructure Liability Analysis Urban3 will compare South Bend's total infrastructure liability to its long term fiscal health. Our work will determine if city will be able to maintain its infrastructure footprint. We will analyze how the City's revenue capacity compares to the long-term maintenance and replacement needs of South Bend's transportation and pipe systems. Urban3 will investigate these items by analyzing and visualizing data of current land use conditions, how those conditions evolved through past development, and how these conditions may affect the long term financial future of South Bend. The analysis will further explore any discrepancies between the real, complete costs for infrastructure and the amount the City has budgeted for maintenance. The transportation system and underground infrastructure will be the primary focus, as these are heavily impacted by the pattern and location of development. We will evaluate the fiscal sustainability of South Bend's development footprint. The analysis will determine if South Bend's current footprint pays for itself and what the cash flow will be over time given long term infrastructure liabilities. This analysis will allow the City to use data when considering potential annexation and determining what types of development to incentivize. CITY OF SOUTH BEND COST STUDY - PHASE 2 3 South Bend City Staff time: 2 days Task 2 Deliver7le: PowerPoint C��raFt P�eport on analysis 6iindungs Task 3: Cost Allocation A. Distributing Costs Urban3 will collaborate with South Bend staff to identify differential costs along the transportation system, and the magnitude of different costs to distribute. Once Urban3 and city staff agree on the assumptions and metrics, our analyst will assign costs to different areas or properties. Urban3 staff will work with South Bend staff to create a reasonable set of documented criteria that can be adjusted to fit different or changing information or assumptions. Once the distribution factors are assembled Urban3 will distribute the infrastructure life- cycle cost with a series of weighted scores. The individual cost factors serve as valuable metrics of the relative importance and exclusivity of public infrastructure. The analysis will determine how well each segment of road serves the overall community. B. Network Math Urban3 will allocate spatially relevant costs based on the exclusivity, access, and connectivity of different locations with regard to the shape and interconnectedness of the transportation and utility networks (pending data availability). This will involve analyzing the network and calculating network metrics (network math and centrality). Two important implications of the network math analysis are measuring the impact of dead end streets and identifying the relative importance of different parts of the network. C. Other Metrics The network math variables are the core of the analysis, however there are additional relevant metrics to consider. These metrics describe either attributes of the transportation network or the configuration of individual properties. Other metrics include, but are not limited to: parcel frontage, distance to jobs, dead end streets, quantity of road area in a neighborhood, and area WalkScore. Urban3's analysis requires purchasing WalkScore data to measure potential alternatives to driving at each property. In addition to its role as a cost distribution factor, the WalkScore data provides an opportunity to analyze the relationship between walkability and the concentration, or lack thereof, in property values. CITY OF SOUTH BEND COST STUDY - PHASE 2 4 This phase of the analysis will be structured in an open-ended and flexible manner, so the team may incorporate different and additional metrics if needed. This task includes time for fine-tuning the analyses to use more suitable criteria or metrics specific to South Bend. D. Model Construction/Revision After all prior tasks are completed within this phase, Urbana will create the underlying data model and present it to City staff, receive feedback and make any necessary revisions. Task 3 L)eh'verables.• Il::1owerPoint (Draft Report. on analysis findings„ US Ynodel titles Task 4: Property Tax Distortion South Bend's fiscal footprint is particularly relevant given the limitations imposed by the Circuit Breaker state law. Urban3 will include materials to explain how this policy constrains property tax revenue, and show the level of South Bend's ability to cover municipal infrastructure costs due to revenue distortions created by the Circuit Breaker law. South Bend City Staff time: 1 day 7 sk 4 Delivei-able: None Task 5: Assembling South Bend's Economic Story A. Graphics Once Urban3 arrives at the final cost calculations from the preceding stages, we will collaborate with the City of South Bend staff to create a set of graphics and visualizations to explain the findings to a general audience, including council and citizens. Urban3 will use these visualizations to synthesize the information into a set of conclusions. Task 5 Defiverable„ (None CITY OF SOUTH BEND COST STUDY - PHASE 2 5 Task 6: Storymap Urban3 will create on online dynamic tool through ESRI that allows the City to explain this project in full. This website will tell South Bend's economic story and visualize the implications of costs and tax policy found in our analysis. South Bend City Staff time: 4 days Task 6 Deliverables: ESRI Storymap online report covering revenue data and any preliminary cost graphics. Project Timeline This project will take 6 months to complete. This schedule may be extended, to complete Phase 3, at the end of 6 months, for 3 additional months if agreed upon by Urban3 and the City. A specific timeline, with dates for deliverables, will be established with the City upon contract execution. Project Budget 10 hours $1,400 1 week $5,600 4 days (2 on site, 2 travel) $3,360 2 days $2,240 2 days $1,760 TASK 1 TOTAL: $14,360 4 days $4,000 4 hours $500 4 days $3,520 CITY OF SOUTH BEND COST STUDY - PHASE 2 6 TASK 2.TOTAL: $8,020 1 week $5,600 1 week $4,400 2 weeks $11,200 1 week $5,600 $500 3 days $3,360 TASK 3 TOTAL: $30,660 2 days $2,240 TASK 4 TOTAL: $2,240 4 days $4,480 4 days $3,520 TASK 5 TOTAL: $8,000 When the prospective Coelractor is unable to certify to any of the statemews belofv, it shall adach an explanation to this Affidavit. CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS (Must be completed for all quotes and bids. Please type or print) STATE OF �. b..�.., COUNTY ) The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that: 1. Contractor has not, nor has any other member, representative, or agent of the firm, company, corporation or partnership represented by him, entered into any combination, collusion or agreement with any person relative to the price to be bid by anyone at such letting nor to prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid is made without reference to any other bid and without any agreement, understanding or combination with any other person in reference to such bidding. Contractor further says that no person or persons, firms, or corporation has, have or will receive directly or indirectly, any rebate, fee, gift, commission or thing of value on account of such sale; and 2. Contractor certifies by submission of this proposal that neither contractor nor any of its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency; and 3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in investment activities in Iran. a. For purposes of this Certification, "Iran" means the government of Iran and any agency or instrumentality of Iran, or as otherwise defined at hid. Code § 5-22-16,5-5, as amended from time -to -lime. b. As provided by Ind. Code § 5-22-16.5-8, as amended from time -to -time, a Contractor is engaged in investment activities in Iran if either: i. Contractor, its successor or its affiliate, provides goods or services of twenty million dollars ($20,000,000) or more in value in the energy sector of Iran; or ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty million dollars ($20,000,000) or more in credit to another person for forty-five (45) days or more, if that person will (i) use the credit to provides goods and services in Non -Collusion Nun-nebantent Affidavit Non Iran Form the energy sector in ]ran; and (ii) at the time the financial institution extends credit, is a person identified on list published by the Indiana Department of Administration. 4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the Contractor subsequently learns is an unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility status of all of Contractor's newly hired employees through the E-Verify Program as defined by I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify Program is included and attached as part of this bid/quote; and 5. Contractor shall require his/her/its subcontractors performing work under this public contract to certify that the subcontractors do not knowingly employ or contract with an unauthorized alien, nor retain any employee or contract with a person that the subcontractor subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is participating in the E-Verify Program. The Contractor agrees to maintain this certification throughout the term of the contract with the City of South Bend, and understands that the City may terminate the contract for default if the Contractor fails to cure a breach of this provision no later than thirty (30) days after being notified by the City. 6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by the City of South Bend through its agencies, boards, or commissions shall not, discriminate against any employee or applicant for employment in the performance of a City contract with respect to hire, tenure, terms, conditions, or privileges of employment, or any matter directly or indirectly related to employment because of race, sex, religion, color, national origin, ancestry, age, gender expression, gender identity, sexual orientation or disability that does not affect that person's ability to perform the work. In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials, or any combination of the foregoing including, but not limited to, public works contracts awarded under public bidding laws or other contracts in which public bids are not required by law, the City, its agencies, boards, or commissions may consider the Contractor's good faith efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining the lowest, responsible, responsive bidder. In no event shall persons or entities seeking the award of a City contract be required to award a subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board shall prohibit that person or entity from being awarded a City contract for a period of one (1) year from the date of such determination, and such determination may also be grounds for terminating the contact for which the discriminatory practice or noncompliance pertains. 7. The undersigned contractor agrees that the following nondiscrimination commitment shall be made a part of any contract which it may henceforth enter into with the City of South Bend, Indiana or any of its agencies, boards or commissions. Non -Collusion Non-Debannent AMdavit Non Iran Form Contractor agrees not to discriminate against or intimidate any employee or applicant for employment in the performance of this contract with privileges of employment, or any matter directly or indirectly related to employment, because of race, religion, color, sex, gender expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of this provision may be regarded as material breach of contract. I, the undersigned bidder or agent as contractor on a public works project, understand my statutory obligations to the use of steel products or foundry products made in the United States (I.C. S-16-8-1). I hereby certify that I and all subcontractors employed by me for this project will use steel products or foundry products on this project if awarded. I understand that violations hereunder may result in forfeiture of contractual payments. I hereby affirm under the penalties of petjury that the facts and information contained in the foregoing bid for public works are tnte and correct. Dated this � tk day ofr)VWef2019 Cloltlracs or/Bidder (Firm) QofCoiiieacitorlBlddei orItsAgent Printed Natne and Title Subscribed and sworn to before me this 5 day of....� �.. , 20� " My Commission Expiresg�... �0 24 Notary Public County of Rcsidence Nan -Collusion Non -Debarment Affidavit Non Iran Form interpreted according to the laws of the State of Indiana. IN WITNESS WHEREOF, the Parties hereto have caused this Agreement for Professional Services to be effective as of the Effective Date stated above. CITY: CITY OF SOUTH BEND, INDIANA BOARD OF PUBLIC WORKS Gary A. Gilot, President Suzanna M. Fritzberg, Member Therese Dorau, Member ATTEST: Linda M. Martin, Clerk PROVIDER: � By, Printed; -1-0iaa Title: iri`t AL. Elizabeth Maradik, Member James Mueller, Member BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date Name December 7„ 2018 Tim Corcoran Department Community Investment BPW Date December 20, 2018 Phone Extension 7692 ... Mfg imuiuwwniuniuiuiuwiuwwi�amwiuwwvw.uwe.mw w��r�„��mmr�ruwm�awuumwu��w��w�w�w�w�,wv�� � ��ame,w�rmrnw�,n,mrraaim.�rvmw� Re uired r to Submittal to Board Prio�l t _...... _ .. �����.......::. �w_...w .,,.�.�..�. Legal X Attorney Name Kennedy Controller review is required for all Contracts $5,000.00 or more Controller X and greater than one year in length per the City Purchasing Policy Purchasing X Check the A L_..j Agreement X Professional Services Bid Opening [:] Quote Opening Chg Order No. Ease./Encroach. C—I Other: Company or Vendor Name New Vendor MBE/WBE Contractor Project Name Project Number Funding Source Account No. Amount Terms of Contract Purpose/Description ropriate Item Type - ..._l Contract El Amendment El Bid Award El Quote Award El C/O &PCANo. _ 0 Traffic Control for All Submissions Proposal 0 Req. to Advertise uired Information ❑ PCA ❑ Resolution R Claim Addendum ❑ Title Sheet To assist policy makers and City staff in understanding the role development patterns, play in the cost of infrastructure. This ro`ect builds aeon the Parcel Value Model developed in 2016. For Change Orders Only Amount of u� Increase $ Decrease $ Previous Amount $