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HomeMy WebLinkAboutCDC/2009-44 1 2 3 4 5 6 7 I. RESOLUTION NO. CDC/2009-44 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND AUTHORIZING THE INTERIM EXECUTIVE DIRECTOR OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE AGENCY AND PACIFIC HERITAGE, INC., FOR PROFESSIONAL DESIGN AND PROJECT MANAGEMENT SERVICES (IVDA REDEVELOPMENT PROJECT AREA) t 8 WHEREAS, the Redevelopment Agency of the City of San Bernardino (the "Agency") is a 9 community redevelopment agency duly created, established and authorized to transact business and 10 exercise its powers, all under and pursuant to the California Community Redevelopment Law (the 11 "CRL"), codified under Division 24, Part I of the California Health and Safety Code commencing 12 at Section 33000 and is authorized to acquire and demolish blighted properties for redevelopment 13 purposes located within the approved redevelopment project areas in the City of San Bernardino 14 (the "City") in accordance with the CRL; and 15 WHEREAS, the Community Development Commission of the City of San Bernardino (the 16 "Commission"), as the governing board of the Agency, has authorized the Agency to assemble, 17 acquire real property and demolish blighted structures for community redevelopment purposes in 18 the Inland Valley Redevelopment Project Area ("Project Area"); and 19 WHEREAS, the Project Area displays substantial and pervasive symptoms of blight that 20 cannot be remedied by private parties acting alone without community redevelopment assistance; 21 and 22 WHEREAS, on October 28, 2008, the Agency acquired the last of 73 properties located in 23 the North Arden Guthrie Area south of Highland Avenue between Arden Avenue to the east, 20th 24 Street to the south and the alleyway adjacent to Guthrie Avenue to the west (the "Properties") 25 within the Project Area; and 26 WHEREAS, it is now necessary to convert the 73 parcels, three streets and three alleyways, 27 including all easements, into a single merged parcel; and 28 WHEREAS, the scope of work will include various aspects of site preparation necessary for I P:\AgendasIRes(}IUlionslResolutionsI2009108.17.09 Pacific Heritage, Inc Profess;onal Services Agre<:menl (DC Reso.doc CDC/2009-44 I. 1 future commercial development of the properties; and 2 WHEREAS, on June 1,2009 the Mayor and Common Council approved CDBG-R funds in 3 the amount of $500,000 to construct a skate park and handicapped access improvements at 4 Speicher Park located at 1535 Arden A venue; and 5 WHEREAS, the scope of work will include design and construction management for said 6 improvements to be constructed at Speicher Park; and 7 WHEREAS, Pacific Heritage, Inc. (the "Contractor"), is currently providing design and 8 project management services for said projects and the Agency desires to retain the Contractor to 9 perform the design and project management work of said projects in accordance with the terms and 10 conditions of the Professional Services Agreement (the "Agreement") attached hereto and 11 incorporated herein by said reference. 12 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF THE 13 CITY OF SAN BERNARDINO DOES HEREBY RESOLVE, DETERMINE AND ORDER, AS 14 FOLLOWS: 15 Section 1. The information set forth in the above recitals of this Resolution is true and 16 correct. 17 Section 2. The Commission hereby approves the Agreement between the Agency and 18 the Contractor attached hereto, incorporated herein by reference, and waives any irregularities in 19 the bid as submitted by the Contractor as permitted by the bid documents. 20 Section 3. The Interim Executive Director of the Agency is hereby authorized to 21 execute the Agreement on behalf of the Agency in substantially the form attached hereto, together 22 with such changes therein as may be approved by the Interim Executive Director of the Agency and 23 Agency Counsel. The Interim Executive Director of the Agency or such other designated 24 representative of the Agency is further authorized to do any and all things and take any and all 25 actions as may be deemed necessary or advisable to effectuate the purposes of the Agreement, 26 including making non-substantive modifications to the Agreement. 27 Section 4. This Resolution shall take effect from and after its date of adoption by 28 this Commission. 2 P:lAgcndaslResolutions\Resolution,\2009\08-17-09 Pacific Heritage. Inc - Professional Sc:rvice, Agreement CDC Reso.doc 1 2 3 4 5 6 7 CDC/2009-44 I RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO APPROVING AND AUTHORIZING THE INTERIM EXECUTIVE DIRECTOR OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO ("AGENCY") TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE AGENCY AND PACIFIC HERITAGE, INC., FOR PROFESSIONAL DESIGN AND PROJECT MANAGEMENT SERVICES (IVDA REDEVELOPMENT PROJECT AREA) I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community 8 Development Commission of the City of San Bernardino at a joint regular meeting ,2009, by the following vote to wit: 9 thereof, held on the 17th day of August 10 Commission Members: Ayes Navs 11 ESTRADA x BAXTER -"- 12 BRINKER ---"--- 13 SHORETT x 14 KELLEY x - 15 JOHNSON x 16 MC CAMMACK x 17 18 19 Abstain Absent ?f~/ Secretary ~ t'l day of Augus t 20 The foregoing Resolution is hereby approved this 21 22 23 24 ,2009. ~ Patrick . Morris, C' on ity Development Commission of the City of San Bernardino Approved as to Form: 25 26 By: 27 28 ~ Agency sel 3 P:\Agendas\ResolutionslResoIUlions\2009\08-17-09 Pacific Heritage, Inc Professional Service, Agreement CD(: Reso_doc CDC/2009-44 REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO AGREEMENT FOR PROFESSIONAL SERVICES PACIFIC HERITAGE, INC. CORPORATION This AGREEMENT FOR PROFESSIONAL SERVICES (this "Agreement") is made and entered into as of August 17, 2009 by and between the Redevelopment Agency of the City of San Bernardino (the "Agency"), a public body, corporate and politic, and Pacific Heritage, Inc., a California corporation (the "Consultant"). NOW, THEREFORE, IN CONSIDERATION OF THE PROMISES AND MUTUAL PROMISES CONTAINED HEREIN AND FOR SUCH OTHER GOOD AND VALUABLE CONSIDERATION, THE RECEIPT AND SUFFICIENCY OF WHICH ARE HEREBY ACKNOWLEDGED, THE PARTIES HERETO AGREE AS FOLLOWS; I. SUPERVISION OF CONSULTANT. The Agency Staff designated in Exhibit B shall be responsible for the direction of any work to be performed by the Consultant and any other consultants or subconsultants to the Agency under this Agreement. The Consultant shall not undertake any work under the terms of this Agreement, unless instructed to do so by one of the designated staff members. No other staff member is authorized by the Agency to request services from the Consultant. 2. TERM OF AGREEMENT. The term of this Agreement shall commence on the date first appearing in this Agreement and will terminate upon the completion of the services described in the Scope of Services as referenced in Section 3, unless earlier terminated as provided in this Agreement. The Agency reserves the right through the actions of the Interim Executive Director to terminate this Agreement at anytime either with or without cause and at the sole convenience of the Agency upon delivery of notice of termination to the Consultant; provided, however, that upon the effective date of any such termination, the Agency shall be responsible to pay and/or reimburse the Consultant for all services, materials and supplies as may have been furnished to the Agency in accordance with the Scope of Services as referenced in Section 3. I; 3. SCOPE OF CONSULTANT SERVICES. The Agency hereby retains the Consultant to provide the professional consulting services set forth in the Scope of Services attached hereto as Exhibit A and incorporated herein by this reference. The Consultant hereby agrees to perform the work set forth in the Scope of Services, in accordance with the terms of this Agreement. The Consultant shall perform the services as set forth on said Scope of Services within the time periods to be identified by the appropriate Agency representative. The Scope of Services shall relate to the professional consulting and design and construction management services to be performed by the Consultant in connection with the site preparation necessary for future commercial development for the site commonly referred to as the North Arden Guthrie Area in the Inland Valley Development Agency (IVDA) Redevelopment Project Area, and the design and construction of a skate park and handicapped access improvements at Speicher Park, located at 1535 Arden Avenue, San Bernardino, California. RECEIVED SE? 082009 - 1- P:\AgendasIAgenda Auaohmem,lAgenda AttachmentslAgenda AnachmenlslAgreemenlS\2009\S-17-09 Pacific Heritage, Ine . Professional Service, Agreemenl.ooC CDC/2009-44 4. PAYMENT BY AGENCY FOR WORK PERFORMED BY CONSULTANT. A. The Agency shall compensate the Consultant in an aggregate amount not to exceed $100,000 for completion of the services described in the Scope of Services set forth in Exhibit A. B. The compensation designated in subsection 4A. shall be the Total Fee for the performance of the work and the delivery of the final work product materials, as set forth in the Scope of Services. The Total Fee shall include, but not be limited to, the salaries of all subcontractors retained by the Consultant and all employees of the Consultant to perform work pursuant to this Agreement and shall be inclusive of all costs and expenses incurred for mileage, travel, graphics, telephone, printing, fax transmission, postage, copies and such other expenses related to completion of the work set forth in the Scope of Services. C. The Consultant shall invoice the Agency for work performed by the Consultant under this Agreement each calendar month during the term of this Agreement. D. The Consultant shall submit invoices under this Agreement to: Redevelopment Agency of the City of San Bernardino Attention: Brian Turnbull, Project Manager 201 North "E" Street, Suite 301 San Bernardino, California 92401 E. Each invoice of the Consultant shall set forth the time and expenses of the Consultant incurred in performance of the Scope of Services, during the period of time for which the invoice is issued. Each invoice of the Consultant shall clearly set forth the names of the individual personnel of the Consultant and any individual subconsultants utilized by the Consultant, during the time period covered by the invoice, a description of the professional services rendered on a daily basis by each named individual during such time period, the respective hourly rates of each named individual and the actual time expended by each named individual. Each invoice of the Consultant shall be accompanied by copies of all third party invoices for other direct costs incurred and paid by the, ,Consultant during such time period. The Agency shall pay all amounts set forth on the invoices of tbe Consultant and approved by the authorized Agency staff personnel who requested the services, within thirty (30) calendar days of such approval. 5. RECORDS RETENTION. Records, maps, field notes and supporting documents and all other records pertaining to the use of funds paid to the Consultant hereunder shall be retained by the Consultant and available to the Agency for examination and for purposes of performing an audit for a period of five (5) years from the date of expiration or termination of this Agreement or for a longer period, as required by law. Such records shall be available to the Agency and to appropriate county, state or federal agencies and officials for inspection during the regular business hours of the Consultant. If the Consultant does not maintain regular business hours, then such records shall be available for inspection between the hours of 9 a.in. and 5 p.m. Monday through Friday, excluding federal and state government holidays. In the event of litigation or an audit relating to this Agreement or funds paid to the Consultant by the Agency under this Agreement, such records shall be retained by the Consultant until all such litigation or audit has been resolved. -2- P:lAgendaslAgenda Attachment.lAgends Attachment.lAgeoda AnachmentslAgreements\2009\8.17.09 Pacific Heritage, Inc. _ Professional Services Agrttmt:nl.doc CDC/2009-44 6. INDEMNIFICATION. The Consultant shall defend, indemnify, protect and hold harmless the Agency, its officers, employees, representatives, and agents from and against any and all actions, suits, proceedings, claims, demands, losses, costs and expenses, including legal costs, court costs and attorneys' fees, for injury or damage of any type claimed as a result of the acts or omissions of the Consultant, its officers, employees, subcontractors, representatives and/or agents, arising from or related to performance by the Consultant of the work required under this Agreement. 7. INSURANCE. The Consultant shall maintain insurance, as set forth in below to this Agreement, throughout the term of this Agreement. The Consultant shall remain liable to the Agency pursuant to Section 6 above to the extent the Consultant is not covered by applicable insurance for all losses and damages incurred by the Agency that are caused directly or indirectly through the actions or inactions, willful misconduct or negligence of the Consultant and/or of its officers, employees, agents, representatives and/or subcontractors, in the performance of the duties incurred by the Consultant pursuant to this Agreement. 8. OWNERSHIP AND REUSE OF DOCUMENTS AND OTHER MATERIALS AND INFORMATION. All maps, photographs, data, information, reports, drawings, specifications, computations, notes, renderings, designs, inventions, photographs, modifications, adoptions, utilizations, correspondence or other documents generated by or on behalf of the Consultant for performance of the work set forth in the Scope of Services shall be the sole property of the Agency, as of the time of their preparation and payment therefor by the Agency, and shall be delivered to the Agency upon written request to the Consultant. The Consultant shall not make use of any maps, photographs, data, information, reports, drawings, specifications, computations, notes, renderings, designs, inventions, photographs, modifications, adoptions, utilizations, correspondence or other documents and other materials whether for marketing purposes or for use with other clients when such have become the property of the Agency without the prior express written consent of the Agency except to the extent that such maps, photographs, data, information, reports, drawings, specifications, computations, notes, renderings, designs, inventions, photographs, modifications, adoptions, utilizations, correspondence or other documents are readily available to the general public as public records pursuant to State law. The Consultant shall execute, acknowledge and perform any and all acts whiHh shall reasonably be required in order for the Agency to establish unequivocal ownership of the maps, photographs, data, information, reports, drawings, specifications, computations, notes, renderings, designs, inventions, photographs, modifications, adoptions, utilizations, correspondence or other documents and record, register and procure an issuance in or to the Agency's rights, title and/or interest. Any reuse without written verification or adaptation by the Consultant for the specific purpose intended will be at the Agency's sole risk and without liability or legal exposure to the Consultant. 9. PRESS RELEASES. Press or news releases, including photographs or public announcements, or confirmation of the same related to the work to be performed by the Consultant under this Agreement shall only be made by the. Consultant with the prior written consent of the Agency. 10. CONFIDENTIALITY OF MATERIALS AND INFORMATION. The Consultant shall keep confidential all reports, survey notes and observations, information, and data acquired or generated in performance of the work set forth in the Scope of Services, which the Agency designates .3- P:\Agendas\Agenda Atlachrnems\AgendaAnachmems\Agenda Attachmenl,\Agreemenl.5\2009\8-17.09 Pacific Heritage. Inc. - Professional Services Agreemenl.doc CDC/2009-44 confidential. None of such designated confidential materials or information may be made available to any person or entity, public or private, without the prior written consent of the Agency. II. DEFAULT ANDREMEDlES. A. Failure or delay by any party to this Agreement to perform any material term or provision of this Agreement shall constitute a default under this Agreement; provided, however, that if the party who is otherwise claimed to be in default by the other party commences to cure, correct or remedy the alleged default within seven (7) calendar days after receipt of written notice specifying such default and shall diligently complete such cure, correction or remedy, such party shall not be deemed to be in default hereunder. B. The party which may claim that a default has occurred shall give written notice of default to the party in default, specifying the alleged default. Delay in giving such notice shall not constitute a waiver of any default nor shall it change the time of default; provided, however, the injured party shall have no right to exercise any remedy for a default hereunder without delivering the written default notice, as specified herein. C. Any failure or delay by a party in asserting any of its rights or remedies as to any default shall not operate as a waiver of any default or of any rights or remedies associated with a default. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties under this Agreement are cumulative and the exercise by any party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. D. In the event that a default of any party to this Agreement may remain uncured for more than seven (7) calendar days following written notice, as provided above, a "breach" shall be deemed to have occurred. In the event of a breach, the injured party shall be entitled to seek any appropriate remedy or damages by initiating legal proceedings. 12. TERMINATION. .' " A. This Agreement may be terminated by either party for any reason by giving the other party fifteen (15) calendar days' prior written notice. The Agency shall pay the Consultant for all work authorized by the Agency and completed, prior to the effective termination date. B. In the event of a termination of this Agreement under this Section 12, the Consultant shall provide all documents, notes, maps, reports, data or other work product developed in performance of the Scope of Services of this Agreement to the Agency, within ten (10) calendar days of such termination and without additional charge to the Agency. 13. NOTICE. All notices given hereunder shall be in writing. Notices shall be presented in person or by certified or registered United States Mail, return receipt requested, postage prepaid or by overnight delivery by a nationally recognized delivery service to the addresses set forth below. Notice presented by United States Mail shall be deemed effective on the third business day following the deposit of such Notice with the United States Postal Service. This Section 13 shall not prevent the .4- P:\AgendasIAgenda AnachmentslAgenda ArtachmentslAgenda Attachrnents\Agreemenl.\2009\8-17-09 Pacific Heritage, Inc. - Profession"l Services Agr=nent.doc CDC/2009-44 parties hereto from giving notice by personal service or telephonically verified fax transmission, which shall be deemed effective upon actual receipt of such personal service or telephonic verification. Either party may change their address for receipt of written notice by notifying the other party in writing of a new address for delivering notice to such party. CONSULTANT: Pacific Heritage, Inc. 700 East Redlands Blvd. Suite#U-121 San Bernardino, California 92373 AGENCY: Redevelopment Agency of the City of San Bernardino Attention: Interim Executive Director 201 North "E" Street, Suite 30 I San Bernardino, California 9240 I 14. COMPLIANCE WITH LAW. The Consultant shall comply with all local, state, and federal laws, including, but not limited to, environmental acts, rules and regulations applicable to the work to be performed by the Consultant under this Agreement, as amended from time to time. The Consultant shall maintain all necessary licenses and registrations for the lawful performance of the work required of the Consultant under this Agreement. 15. NONDISCRIMINATION. The Consultant shall not discriminate against any person on the basis of race, color, creed, religion, natural origin, ancestry, sex, marital status or physical handicap in the performance of the Scope of Services of this Agreement. Without limitation, the Consultant hereby certifies that it will not discriminate against any employee or applicant for employment because of race, color, religion, sex, marital status of national origin. Further, the Consultant shall promote affirmative action in its hiring practices and employee policies for minorities and other designated classes in accordance with federal, state and local laws. Such action shall include, but not be limited to, the following: recruitment and recruitment advertising, employment, upgrading and promotion. In addition, the Consultant shall not exclude from participation under this Agreement any employee or applicant for employment on the basis of age, handicap or religion in compliaI)~e with State and Federal laws. " 16. CONSULTANT AND EACH SUBCONTRACTOR ARE INDEPENDENT CONTRACTORS. The Consultant shall at all times during the performance of any work described in the Scope of Services be deemed to be an independent contractor. Neither the Consultant nor any of its subcontractors shaIl at any time or in any manner represent that it or any of its employees, agents or representatives are employees of the Agency or any member agency of the Agency. The Agency shall not be requested or ordered to assume any liability or expense for the direct payment of any salary, wage or benefit to any person employed by the Consultant or its subcontractors to perform any item of work described in the Scope of Services. The Consultant is entirely responsible for the immediate payment of all subcontractor liens. 17. SEVERABILITY. Each and every Section of this Agreement shall be construed as a separate and independent covenant and agreement. If any term or provision of this Agreement or the application thereof to certain circumstances shall be declared invalid or unenforceable, the remainder of this Agreement, or the application of such term or provision to circumstances other than those to - 5- P:lAgendaslAgenda AlIachmentslAgendaAnachmenlslAgcnda AltachmcntslAgreemcnts\2009\8-17-09 Pacific Heritage, Inc. - ProfeS1lional Services Agreement.doc CDC/2009-44 which it is declared invalid or unenforceable, shall not be affected thereby, and each term and provision ofthis Agreement shall be valid and enforceable to the fullest extent permitted by law. 18. ENTIRE AGREEMENT. This Agreement constitutes the entire agreement between the parties. This Agreement supersedes all prior negotiation, discussions and agreements between the parties concerning the subject matters covered herein. The parties intend this Agreement to be the final expression of their agreement with respect to the subjects covered herein and a complete and exclusive statement of such terms. 19. AMENDMENT OR MODIFICATION. This Agreement may only be modified or amended by written instrument duly approved and executed by each of the parties hereto. Any such modification or amendment shall be valid, binding and legally enforceable only if in written form and executed by each of the parties hereto, following all necessary approvals and authorizations for such execution. 20. GOVERNING LAW. This Agreement shall be governed by the laws of the State of California. Any legal action arising from or related to this Agreement shall be brought in the Superior Court of the State of California in and for the County of San Bernardino. 21. NON-WAIVER. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement ofthe same provision or any remaining provisions of this Agreement. 22. ASSIGNMENT. This Agreement may not be assigned by the Consultant without the prior written consent of the Agency. 23. REPRESENTATIONS OF PERSONS EXECUTING AGREEMENT. The persons executing this Agreement warrant that they are duly authorized to execute this Agreement on behalf of and bind the parties each purports to represent. 24. EXECUTION IN COUNTERPARTS. This Agreement may be ~l'ecuted in one or more counterparts, each of which will constitute an original. " 25. EFFECTIVENESS OF AGREEMENT AS TO THE AGENCY. This Agreement shall not be binding on the Agency nntil signed by an authorized representative of the Consultant, approved by the Agency and executed by the Interim Executive Director or his designee. 26. CONFLICTS OF INTEREST. The Consultant hereby represents that it has no interests adverse to the Agency or its individual member entities, at the time of execution of this Agreement. The Consultant hereby agrees that, during the term of this Agreement, the Consultant shall not enter into any agreement or acquire any interests detrimental or adverse to the Agency or its individual member entities. Additionally, the Consultant hereby represents and warrants to the Agency that the Consultant and any corporation, limited liability cornpany, partnership, individual persons or any other party or parties comprising the Consultant, together with each subcontractor who may hereafter be designated to perform services pursuant to this Agreement, do not have and, during the term of this Agreement, shall not acquire any property ownership interest, business interests, professional employment relationships, contractual relationships of any nature or any other financial arrangements 6- P;\.Agendas\Agenda Anachments\Agenda Atlachments\Agenda AnachmenlS\Agreements\2009\8_17_09 Pacific Heritage, Inc. _ Professional Services Agreemenl.doc CDC/2009-44 relating to the Agency, property over which the Agency has jurisdiction or any members or staff of the Agency that have not been previously disclosed in writing to the Agency, and that any such property ownership interests, business interests, professional employment relationships, contractual relationships or any nature or any other financial arrangements will not adversely affect the ability of the Consultant to perform the services to the Agency as set forth in this Agreement. 27. NON-EXCLUSIVITY. This Agreement shall not create an exclusive relationship between the Agency and the Consultant for the services set forth in Exhibit A or any similar or related services. The Agency may, during the term of this Agreement, contract with other consultants for the performance of the same, similar or related services as those that may be performed by the Consultant under this Agreement. The Agency reserves the discretion and the right to determine the amount of services to be performed by the Consultant for the Agency under this Agreement, including not requesting any services at all. This Agreement only sets forth the terms upon which any such services will be provided to the Agency by the Consultant, if such services are requested by the Agency, as set forth in this Agreement. 28. CONSEOUENTIAL DAMAGES AND LIMITATION OF LIABILITY. The Agency and the Consultant agree that except as otherwise provided in this Section 28, in no event will either be liable to the other under this Agreement for any damages relating to special damages, loss of revenue, loss of profit, operating costs or business interruption losses, regardless of cause, including breach of contract, negligence, strict liability or otherwise. The limitations and exclusions ofliability set forth in this Section 28 shall apply regardless of fault, breach of contract, tort, strict liability or otherwise of the Consultant and the Agency, their employees, agents, representatives and/or subconsultants. [SIGNATURES ON FOLLOWING PAGE] " " -7- P:\Agend3slAgenda AllachmenlS\Agenda AttachmentslAgenda AttachmentslAgreements\20ll9\8-17-09 Pacific Heritage, Inc_ _ Professional Services Agreement do<: CDC/2009-44 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date indicated next to the authorized signatures of the officers of each ofthem as appear below. Dated: rJ?M 1 AGENCY Redevelopment Agency of the City of San Bernardino, a public body, corporate and politic c::. By: Emil A. Marzullo, Interim Executive Director Approved as to Form and Legal Content: By: \/~d~ Timothy J. Sab ,Agency Counsel CONSULTANT Dated: 2ep, tt 2DO q pacfl' Inc., a California corporation BY~-~ Name: 1?n().t1 J. ~b(t'.1yr ::' ~~~~;:::<ff Name: D O~ c. ;1/(06/Ge Title: 0ecre.~ Dated:~ -8- P:\Agendas\Agenda AuadmentslAgenda AttachmentslAgenda Attachmem,lAgreements\2009\8-17-09 Pacific Heritage, Inc. _ Professional Servioe!! Agt"emenl.dO<' CDC/2009-44 EXHIBIT A SCOPE OF SERVICES " " -9- P:\AgcndasIAgenda AllacbmentslAgenda Attacbment,\Agenda Allachments\Agrecmem,\2OO9\8-17-09 Pacific Herilage,]JlC - Professional Services Agrttmcm,doc CDC/2009-44 Scope of Services The following is our scope, fee and assumptions for the process and completion of provide construction management services to San Bernardino Economic Development Agency (hereinafter referred to as the "Agency") for any requested or assigned projects. Scope of Work and Fee Pacific Heritage Inc, proposes to provide the construction management services to the Agency as outlined below. Highland and Arden Project . Coordinate Relocation of utilities with local utility companies . Request and review bids for associated work on project site . Provide on-site supervision for all on site activities . Provide clean up and control measures for site . Work in conjunction with MAPCO on the lot revision filing . Coordinate with local utilities for easement releases . Coordination with Agency about progress and direction of site and future uses East Side Skate Park . Coordinate with Agency for design and focus of project . Request and review bids for associated work on project site . Provide on-site supervision for all on site activities ,. " . Provide clean up and control measures for site . Write and post RFP as required by law . Review and respond to all RFI, Submittals and Billing questions . Review all received bid and provide recommendation to Agency . Coordinate with Agency and Staff to provide a current time schedule . Provide Agency with final close out documents when project is complete. PROPOSED FEE $ 100,000.00 CDC/2009-44 Exclusions from the "PROPOSED FEE" noted above are the following . Reproduction, Printing, Mailing, Shipping and other reimbursable . Cost for special consultants, Engineers, Architects' and Testing Agencies . Permits and fees for all public/local agencies. . All subcontractors and material provided not covered in agency provided contracts All of these items to be billed at cost plus 10% Schedule Project schedules will be determined on a project by project basis with the approval of the agency as to the feasibility of the schedule. Unexpected Circumstances Should circumstances arise which are unexpected requiring investigation and collaboration with third parties to resolve issues or complete the project. The cost associated with these activies shall be added to the total contract amount upon approval by the Agency. Contract Amendment This contract can be amended anytime during the contract period to allow an fixed cost increase to provide services for additional projects assigned by the Agency. This cost amount will be a mutually agreed to my both parties before final amount is approved. " " Schedule of Fees and Costs Please see the attached schedule of fees for our services. PACIFIC WEPMTAGE INC OUR REPUTATION IS BUILDING Basic Rate Sheet Position Description Program Manager............... ... ......... ......... ...... ......... ......... .............. Inspection Services......... ......... ... ............ ... ... ...... ." ... ...... ...... ... ...... Environmental Safety & Compliance Mgr... ... ... ... ... ............... .......... .... Entitlement Services...... ... ............ ......... .................. ............... ... ..... DRE Services... ... ... '" ............... ...... ... ...... ......... ... ... ... ... ...... ... ... .... Project Manager......... ......... ... ... ...... ... ............ ... ... ............... ... ....... Superintendent.................. ......... ...... ... ... ...... ... ...... ... ...... ... ... ........ Contract Administrator...... ...... ... ......... ............ ...... ... ............ ............ Project Engineer... ... ............... ... ... ...... .................. ... ...... ... ... ......... Estimating Services...... ... ... ......... ... ...... .................. ... ...... ......... .... Project Administrator... ... ... .............................. ............ ... ... ... ... ...... 700 East Redlands Blvd. Suite U-121 . Redlands, CA 92373 Hourly Rate $ 120.00 $ 120.00 $ 120.00 $ 120.00 $ 120.00 $ 114.00 $ 93.00 $ 89.00 $ 84.00 $ 84.00 $ 66.00 " " May 14, 2009 CDC/2009-44 e-:'- .'A-I ...~......~ STATEMENT OF QUALIFICATIONS Pacific Heritage Inc. is a construction management firm located in Redlands. California. Our rnat12gement services mission is to promote a culture of "anticipate" where all aspects affecting the outcome of a project are professionally underpinned by best-ill-class service procedures; coupled with our team's personal commltmf"nt to yOut projects success. This allows our consultants to provide effective solutions whether they are leading an initiative or simply assisting the project team. Our team consists of experts in the field of Public Works Contract Administration, Hazardous Ma.terials Management and Risk Reduction, Building Inspections, Construction Management, Critical Path Analysis, Planning, Organization and control of a diverse range of resources with a common goal and often within a unique environment through all phases of the construction process. Proper planning and scheduling from the beginning of any project is the key to meeting expectations and objectives. Pacific Heritage Inc. has in place proven systems to ensure planning is carried out methodically and with due regard to potential constraints, risks and barriers to progress. Our expertise includes the ovcrall supervision and organization of project construction from entidements to Certificates of Occupancy. We can join your: team mid-stream or from the onset of your initial vision of the project. We have the capability, confidence and resources (Architects, Engineers, Inspectors and Real Estate professionals) to satisfy the most demanding requirements while bringing value through an innm--ative and imaginative approach. Our tnarulgement services include: . Construction management . Design management . Logigtics planning and management . Pre-qualification and selection of consultants, contractors and trade packages . Direction and control of the constrnction site . Safety management with expertise in OSHA and Hazardous Materials \; . Quality management . Entitlement, DRE and permit processing. . Change Order Management, RFIs, Submittals, Certificates of Completion and/or Occupancy Pacific Heritage Inc. currendy holds all required licenses (CCL 899571), insurance, bonding ability and resources to join with your team immediately. Principals: John Brian MacGregor Donald C. Moore Project Management Chris Evans Kathleen Giorgianni Contact Information: Phone: (909) 793-0207 Fax: (909) 793-7382 \vw\v.pacificheritageinc.com 700 EAST REDlANDS BLVD. SUITE U!21 REDlANDS. CA 92373 909.793.0207 WWW.PACIFICHERITAGE1NC.COM CA. LICENSE # 899571 PACIFIC HERITAGE NC _i" '""'k~;r~""""~Wiit,>lUW,'''"'C","'-<-~~':;;';''''~.~''n;'''''''".'.,."l3.,,:'~,": ,"d' ^ "i " 'W%;','.':1.nllllll,,:I1M'.-~;."'"~~"'\~"'."""'''''='''''J'''.-' -,' ".",""", "Il'-.;;l':.W1F' 'ilK'."",," "",It":~"""a CONSTRUCTION MANAGEMENT, ENTITLEMENTS, ENVIRONMENTAL COMPLIANCE and INSPECTION OVERSIGHT Construction Mana!!cment Sen'ices Mount San Antonio Communit:y College - Athletic Fields Value: 7,500,000 Construction Schedule: 1 V2 Years City of San Bernardino Economic Development Agency - East Side Skate Park Value: 125,000 Construction Schedule: 4 Months City of San Bernardino Economic Development Agency - Highland and Arden Lot Revision Value: 250,000 Construction Schedule: 8 Months Twenty Nine Palms Hospital- Expansion Value: 2,000,000 Construction Schedule: I Year Otay Ranch Shopping Center - Ground Up Retail Shopping Complex Including Site Development and Street Improvements Value: 13,000,000 Construction Schedule: 2 ;iz Years Discount Tire Company - New Corporate Office, 4 Story Class A Office Building with Underground Parking Value: 6,200,000 Construction Schedule: I Year Fulton Ranch Town Center - Retail Center75,OOO Sq. Ft. Retail Complex including Site Devel<!pment, Street Improvements and Storm Drain. Value: 4,230,000 Construction Schedule: 8 Months Ontario Unified School District - Upgrades for 8 School Sites Classroom Modernization/Remodel/ADA UpgradeslNew Construction Coordination. Value: 7,000,000 Construction Schedule: 1 Year San Bernardino Valley College - New Construction/Site Preparation Oversaw site work and demolition for installation of portable classrooms. Managed construction ofa 70,000 sq. ft. maintenance operation facility. Value: 3,000,000 Construction Schedule: 9 Months 700 EAST REDlANDS BLVD. SUITE UI21 REDlANDS. CA 92373 909.793.0207 WWW.PACIFICHERITAGEINC.COM CA. LICENSE # 899571 PACIFIC HERlTAGE NC .%bi"e"""W"""':":''''''~''''~'Mll',''l<..^O':Ml~i'M='':"",'"",''''n'.AA ',',.:,:' , .~ Entitlement Services Dos Logos - Corona, CA First mixed use live/\\'ork approved in the City of Corona. District financed improvements, suhdivisioll map, negotiated participation in the Community Financed District, Easements, Street Improvements. Value: 20,000,000 Granite Springs - Hesperia, CA 172 Unit Condominium Project Negotiations for street improvements and exclusionary housing. Value: 5,000,000 Arcadia Square - Hesperia, CA 132 detached Town Homes/I 00,000 sq, It Retail Center. Management of compliance with all CEQU Requirements. Value: 6,000,000 The Orchards - Apple Valley, CA 56 Unit Residential Development Project. Private/Public funded capital improvements subdivision map, CEQA Compliance. Value: 2,700,000 High Rise - San Francisco, CA 13 Story High Rise Tear Down/Build Out. Obtained entitlements for demolition and construction of high-rise. Navigated demolition requirements for tear down of existing structure including removal of lead, asbestos, etc. Insnection Services In regulatory compliance with the California Health and Safety Code Sections 17950-17959,6 and 18935- 18944, II and Title 24 California Building Standards Commission, We have over 30,000 required inspections performed on a variety of projects. Several hundreds of single-family residences, commercial office parks, medical office parks, multi-family projects and mixed-use projects. We have also completed man;: commercial tenant improvement and residential additions and alteration projects. II Dolfin Bay, Pismo Beach, CA 70 Unit Condominium Project. Performed all code-required inspections in compliance with all applicable laws. Value: 12,000,000 Valentina, Pismo Beach, CA 9 Unit Luxury Condominium and Commercial Space Perfonned all code-required inspections in compliance with all applicable laws. Value: 2,000,000 Mission Inn, Pismo Beach, CA 120 Unit Hotel Conference Ceuter and Lounge Performed all code-required inspections in compliance with all applicable laws. Value: 7,000,000 700 EAST REDLANDS BLVD, SUITE U121 REDLANDS, CA 92373 909,793,0207 WWW,PACIFICHERITAGElNC,COM CA, LICENSE # 899571 PACIFIC '.",",. rr ,. !T"!j r!I~' rl'IITrf' "f"l - " r ' - T'" , HERITAGE INC ~";;?~<i;:l.\'l"~~'*!"~",=,,,,,,,="",,~~~ 'c-')'''", ~ ,i.. Insnection Services Continued Oak Park Medical OHLer Campus Performed al] code-required inspections in cOlnpliancc with all applicable la\\"5. Vale: 4,600,000 Comnliance Services Cit), urSan Bernardino Economic Development Agenq' -Ineo Gas Station Provide independent oversight for water and soil remediation ofa former fuel station. Verify'regulatory compliance. Southern California Edison, CA Provided oversight for removal of California Edison generated hazardous wastes up to the point of compliance with State and Federalllazardous Waste regulations. County of San Bernardino, CA Provided regulatory oversight for compliance with California Health and Safety Code, California code of regulations, title 22 and code of Federal Regulations TITLE 40. Acted as regulatory compliance entity. Oakview Construction, CA Provided waste minimization and regulato!)' compliance services. Comnanv Information Principals: John Brian MacGregor Donald C. Moore Project Management: Joe Crump Chris Evans Kathleen Giorgianni " " California Contractors License Number: Employer Identification Number: 899571 20-82865 J 3 700 EAST REDLANDS BLVD. SUITE U121 REDLANDS. CA 92373 909,793,0207 WWW,PACIFICHERITAGEINC.COM CA. LICENSE # 899571 CDC/2009-44 EXHIBIT B SUPERVISORY STAFF PERSONNEL Agencv Staff: Redevelopment Agency of the City of San Bernardino Attention: Brian Turnbull, Project Manager 201 North "E" Street, Suite 30 I San Bernardino, CA 92401 Business: (909) 663-1044 Fax: (909) 888-9413 " " -10- P:\Agendas\Agcnda AttachmcntslAgenda AttachmcnulAgcnda AttachmentslAgrumenlS\2009\8_17.09 Pacific Heritage, [ne - Profes..ional Services Agrttment.doc CDC/2009-44 EXHIBIT C INSURANCE REQUIREMENTS The Consultant shall maintain insurance policies issued by an insurance company or companies authorized to do business in the State of California and that maintain during the term ofthe policy a "General Policyholders Rating" of at least A(v), as set forth in the then most current edition of "Bests Insurance Guide," as follows: (I) General Liabilitv Insurance. The Consultant and each of its subcontractors shall maintain general liability insurance with limits of not less than $1,000,000 combined single limit per occurrence for all activities and actions of the Consultant and each of its subcontractors for those types of liabilities not otherwise covered in items (2), (3), or (4) below. ill Automobile Insurance. The Consultant and each of its subcontractors shall maintain comprehensive automobile liability insurance of not less than $1,000,000 combined single limit per occurrence for each vehicle leased or owned by the Consultant or its subcontractors and used in performing work under this Agreement. (3) Worker's Compensation Insurance. The Consultant and each of its subcontractors shall maintain worker's compensation coverage in accordance with California workers' compensation laws for all workers under the Consultant's andJor subcontractor's employment performing work under this Agreement. (4) Errors and Omissions Coverage. The Consultant shall maintain an insurance policy covering liability for errors and omissions of the Consultant in performing the Scope of Services of this Agreement in an amount of not less than $1,000,000. Concurrent with the execution of this Agreement and prior to the conllnencement of any work by the Consultant, the Consultant shall deliver to the Agency copies of policies or certificates evidencing the existence of the insurance coverage required herein, which coverage shall remain in full force and effect continuously throughout the term of this Agreement. Each policy of insurance that Consultant purchases in satisfaction of the insurance requirements of this Agreement shall name the Agency as an additional insured and shall provide that the policy may not be cancelled, terminated or modified, except upon thirty (30) calendar days prior written notice to the Agency. -11- P:lAgendaslAgendaAttachmentslAgenda Anachmenls\Agenda Anachments\Agreements\2009\8-17-09 Pacific HeriUlge, In<: - Proress;onal Services Agreement_doc