HomeMy WebLinkAboutPSA - Training for the New SB Advisory Plan Commission and SBBZA - The Planning Workshop, Inc.1316 COUNTY -CITY BUILDING �
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PHONE $74/ 235-9251
227 W. JEFFERSON BOULEVARDPE
AVE
FAX 574/ 235-9171
SOI ITH BEND. INDIANA 46601-1 830
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CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
BOARDU LIC WORKS
December 10, 2019
K.K. Gerhart -Fritz
The Planning Workshop, Inc.
7829 Wawasee Ct.
Indianapolis, IN 46250
RE: Professional Services Agreement
Dear Mr. Gerhart -Fritz:
The Board of Public Works, at its meeting held on December 10, 2019, approved the above
referenced agreement to provide training for the new South Bend advisory plan commission
and South Bend Board of Zoning appeals in the amount of $3,500.
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 GENEVIEVE E. MILLER ELIZABETH A. MARADIK LAURA L. O'SULLIVAN THERESE J. DORAU
AGREEMENT FOR PT :TFI+:SSIO AL SERVICES
This Agreement for Professional Services (this "Agreement") is made the 12th day of
November 2019 (the "Effective Date"), by and between the City of South Bend, Indiana, an
Indiana municipal corporation, acting by and through its Board of Public Works (the "City"), and
The Planning Workshop, Inc., an Indiana corporation (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:
1. Services, The Provider will provide to the City the professional services (the
"Services") set forth in the Provider's proposal attached hereto as Exhibit 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. +T omjj�,jisation. 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 Three Thousand Five Hundred Dollars ($3,500.00) (the "Contract Amount"). The
City will pay the Contract Amount within thirty (30) days of its receipt of Provider's invoice, which
shall be sent to the City after the Services have been completed. The City will not be required to
pay the Contract Amount 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. Provider will not incur or seek reimbursement for any
expenses in excess of the Contract Amount.
3. 'T'ernl jgrJnarIT i err. Unless earlier terminated in accordance with its terms, this
Agreement will commence on the Effective Date and end upon Provider's completion of the
Services. 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 liable for the
Contract Amount or any cost associated with the Provider's performance of any Services after the
effective date of termination.
4. T�r� ci s l rr I� rc rc Cr i a t. 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.
Provider:
The Planning Workshop, Inc.
7829 Wawasee Ct.
Indianapolis, IN 46250
Attn. K.K. Gerhart -Fritz, President
f." it:
City of South Bend, Indiana
227 W. Jefferson Boulevard, Suite 1400 S.
South Bend, IN 46601
Attn: Angela Smith, Zoning Administrator
tionj,'onjljiansg . 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 __. 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 ExIlibit B.
1) .3 3. g� _f'.._L(Lw�)LkL 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 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 will be deemed a waiver of any other right
hereunder.
15. SeyerabihU. In the event any portion of this Agreement shall be held 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. Lt i q I (ire AUeen emt�, nendmiet,il )L i able Law. This Agreement sets forth the
�__ _Ai___ - AL �k
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
K.K. Gerhart -Fritz, FAICP
The Planning Workshop, Inc. Communication + Education = Effective Planning
Exhibit A — Scope of Work, Planning Official Training
STATEMENT OF UNDERSTANDING
The City of South Bend is in the process of withdrawing from the St. Joseph County Area Plan Commission
forming a new advisory plan commission and board of zoning appeals, effective January 1, 2020. City staff
anticipates members will be appointed by November 15, 2019. The City desires a training session in early
December 2019, in order to prepare the new city planning officials and establish appropriate practices.
The overall goal of the project is to hold one planning training sessions for South Bend's new planning
officials, with one session developed and presented to the following groups:
1) Plan Commission
2) Board of Zoning Appeals (BZA)
3) City Council
The training sessions would be oriented to these planning decision -makers, but additional invitees may
include local elected and appointed officials and local government staff. The training session will be held
in South Bend at a location determined by the City. The training session will be approximately 2-1/2 hours
long. The training date and time will be mutually agreeable to the consultant and the City.
This proposal includes the time I need to prepare the training presentation. The consultant will decide
upon specific session contents, with your assistance. City staff will act as the host, organizer and
coordinator for this project, with the consultant relying on you as the primary point of contact.
The following scope of work outlines specific tasks necessary to complete the project:
SCOPE OF WORK -- Planning Official Training Session
The training session will be used primarily to review duties of the plan commission, board of zoning
appeals and city council, based on Indiana State Code requirements. The basic content will be determined
by the APC staff, with assistance from the consultant. Expected content would include, but is not limited
to:
Plan Commission, BZA and City Council roles in the local planning process
o Including highlights of differences between Area Plan and Advisory Plan
Making a decision using appropriate criteria
Ethics, including conflicts of interest and ex-parte contacts
WPC
WE UAW
When the prospective Contractor is miable to cerfijj) to an-1, ofthestatemenIs below, it shall attach an explanation to this Affielavit,
(Must be completed for all quotes and bids. Please type or print)
STKrEOF_jpj 1-(Aiqa
d'
COIJNTY SS:
The Undersigned Contractor, being CILIIY SWO111 LIJ)011 his/her/its oath, affirms under the penalties of peiitiry that:
I. 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 Tior 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 froni participation in this transaction by any Federal department or agency;
and
1. Contractor has not, nor has any SLlCCeSSOr to, nor art affiliate of, Contractor, engaged ill
investment activities ill Iran.
a, For pm -poses of this Certification, "Iran" means the government of Iran and any agency or
instrililiclitality of Iran, or as, otherwise defined at Ind. Code § 5..22-16.5-5, as amended from
ti me-to-ti file.
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 t`vciity million
dollars ($20,000,000) or more ill VaILle in the energy sector of Iran; or
ii. Contractor, its SLICCeSSOr or its affiliate, is a financial illSti(Liti011 that extends ftVellty
million dollars ($20,000,000) or more ill 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
NIon-Collusion Non -Debarment Afflidavit Non Iran Form
the energy sectoi, in li-aii; and (ii) at the tinic the financial institution extends credit, is
a person identified on list published by the Indiana Departinent of Adiiiiiiisti-atioji,
4. Contractor does not knowingly employ or contract with an unauthorized alien, no]., retain
any employee or contract with a person that the Contractor subsequently learns is all
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 171—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, not, retain any employee or contract with a person that the subcontractor
subsequently learns is in 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 terra of the contract with the City of Sout1i Bend, and understands that the City
may terniina(e 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 tll]'OLlgll its agencies, boards, or commissions shall not discritninate
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 orientatioti 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 coilin-tissions 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.
M no event shall pet -sons or entities seeking the award of a City contract be required to award a
subcontract to can MBE/WBE; however, it may not unlawfully discriminate against said
1A/13E/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
tcril-iinating the contact for which the discritilitfatoi-y 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.
NUH-CALISion Non-I)Qbaimom Affidavit Non Iran Form
Contractor agrees not to discriminate agaiiist or ititimidatc 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.
1, 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. 5-16-8-1). 1 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 Linder the penalties of I)eljLll'y that the filQtS and information contained ill the Foregoing bid for
public works are true and correct,
Dated Oils (lay of, 4_,20.1q V
ELIZABETH M DIAZ
Notary Public —Seal
Marion County — State of Indiana
Commission Number 705517
My Commission Expires Sep 20, 2025
PUSILION6
lov C'
Cow tor/Bidder (FirTl
Signawre of Contractor/Bidder or Its Agent
. ..... ....
Printed Nanie and Title
Subscribed and sworn to before me this 20r—kday of 20
yciEieMlissionxprs
No tary I le
County of Residence
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Non -Collusion Non-Dt,,Wmnent Afficlavil Non Iiiii Foini
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date 12/3/19
Name ANGELA SMITH Department DCI
BPW Date 12 Phone Extension 9451
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Required Prior to Submittal to Board
BPW Attorney ® Attorney Name Clara Daniels
Dept. Attorney
Purchasing
Is
Attorney Name Sandra Kennedy
Michael Schmidt
_ Check_the Appropriate Ite m Iry t' i
Professional Services Agreement
❑ Contract
Open Market Contract
❑ Amendment/Addendum
[-J Bid Opening
L Bid Award
[:J Quote Opening
E] Quote Award
E] Proposal Opening
C/O & PCA No.
0 Chg. Order, No.
[❑ Traffic Control
Other:
Company or Vendor Name
New Vendor
MBE/WBE Contractor
Project Name
Project Number
Funding Source
Account No.
Amount
Terms of Contract
Purpose/Description
Information
All Submissions
LI Proposal
[] Special Purchase, QPA
❑ Req. to Advertise
[� Reject Bids/Quotes
PCA
[ Resolution
[� Ease./Encroach
❑ Title Sheei
Provide training for_the newly formed South ITBend Advisory Plan
Commission and
South Bend Advisory Board of Zoning
. _._._._._
Appeals
Amount of ❑ Increase $
Decrease ($
Previous Amount $
Current Percent of Change
New Amount
E.1
Increase %
Decrease ( %
Increase %
g..... __ .-..... o_...
Total Percent of Chan e: Decrease /o
Time Extension Amount:.
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New Completion Date: