HomeMy WebLinkAbout18- RFQ - REPLACED - Planning Services for Economic Development and Downtown Bozeman PartnershipPage 1 of 23
CITY OF BOZEMAN, MONTANA
Request for Qualifications
ARCHITECTURAL, ENGINEERING, LAND
SURVEYING AND LAND USE PLANNING
PROFESSIONAL SERVICES TO SUPPORT THE
ECONOMIC DEVELOPMENT DEPARTMENT AND
THE DOWNTOWN BOZEMAN PARTNERSHIP,
LLC.
Proposals must be received no later than:
Tuesday, September 25, 2018 at 4:00 pm MST
Deliver hard copies of the proposal to:
Robin Crough, City Clerk
PO Box 1230
121 North Rouse Ave, Suite 200
Bozeman, MT 59771
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NOTICE IS HEREBY given that the City of Bozeman (City) is seeking proposals from
firms qualified to provide architectural, engineering, land-surveying and land use planning
professional services for providing scalable and responsive assistance to the Economic
Development Department (EDD) and the Downtown Bozeman Partnership, LLC. These
services will support of the implementation of the 2016 Economic Development Plan and
adopted urban renewal plans.
The Scope of Services for the proposed contract is for any project that may be initiated by
the Economic Development Department, or Downtown Bozeman Partnership, LLC, or
within any City urban renewal district (URD) or any district utilizing a tax increment
financing (TIF) provision. The City intends to develop a four (4) fiscal year term contract
(FY 2019 – FY 2022) with the selected firm to provide professional services as requested
by the EDD, including those described in the Scope of Services document. Projects
initiated during the initial term of the contract may allow the extension of the contract
through their completion. The work may be broken into several projects over multiple
fiscal years and may require the submission of proposed scopes of work as requested by
staff. At the City’s discretion, the consultant appointment may also lead into potential
medium to large-scale projects of yet-to-be-determined scope of work, cost, and schedule.
The project scope may include renovation of existing facilities, and/or an addition to an
existing facility, or new construction projects. The scope of the projects will be determined
based on multiple factors including private partner identification, obtainable priority needs
as identified by the URD boards/ workplans and the Bozeman City Commission, and the
City’s desire to continue with the selected consultant. This term contract does not obligate
the City to utilize the selected firm for any of the services listed in the scope of services.
Copies of the proposed Scope of Services, Qualifications Evaluation Criteria and the City's
Consultant Selection Procedure are available at the City’s Economic Development
Department, 121 North Rouse Avenue, P.O. Box 1230, Bozeman, Montana 59771-1230,
or by calling 406-551-0209 during normal business hours.
All proposals must be in the format specified, enclosed in a sealed envelope and clearly
identified with RFQ title, company name and due date and transmitted via hard copy.
Deliver proposals to the City Clerk by Tuesday, September 25, 2018 at 4:00 p.m. MST.
It is the sole responsibility of the proposing firm to ensure that proposals are received prior
to the closing time as late submittals will not be accepted and will be returned unopened.
The physical address is:
City Clerk’s Office, Suite 200, (upstairs) City Hall, 121 N. Rouse Avenue, Bozeman,
Montana.
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The mailing address is:
City Clerk’s Office, City Hall, P.O. Box 1230, Bozeman, Montana, 59771
(USPS only, shipping companies should be sent to the physical address)
NON-DISCRIMINATION
The City of Bozeman is an Equal Opportunity Employer.
Discrimination in the performance of any agreement awarded under this RFP on the basis
of race, color, religion, creed, sex, age, marital status, national origin, or actual or perceived
sexual orientation, gender identity or disability is prohibited. This prohibition shall apply
to the hiring and treatment of the awarded entity’s employees and to all subcontracts.
As such, each entity submitting under this notice shall include a provision wherein the
submitting entity, or entities, affirms in writing it will not discriminate on the basis of race,
color, religion, creed, sex, age, marital status, national origin, or because of actual or
perceived sexual orientation, gender identity or disability and which also recognizes the
eventual contract will contain a provision prohibiting discrimination as described above
and that this prohibition on discrimination shall apply to the hiring and treatment of the
submitting entity’s employees and to all subcontracts.
Failure to comply with the above may be cause for the City to deem the submittal non-
responsive.
For additional information on this RFQ, contact David Fine, Urban Renewal Manager,
Economic Development Department, 406-582-2973, dfine@bozeman.net.
DATED at Bozeman, Montana, this 29th day of August, 2018.
Robin Crough
City Clerk
For publication on:
Sunday, September 2, 2018
Sunday, September 9, 2018
Sunday, September 16, 2018
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1. BACKGROUND
The City of Bozeman, with an incorporated population of 43,000, is one of the fastest
growing micropolitan areas in the country. There are high rates of development in both
infill and edge locations in the City, and outside of the City limits as well, and high rates
of employment growth in both. Bozeman has a multi-county trade service area. It is the
home of Montana State University and a major gateway to Yellowstone National Park. It
is the fourth largest city in the state. Bozeman is served by Bozeman Yellowstone
International Airport which has the highest annual boardings in the state. At the same time,
the City has identified five areas where statutory conditions of blight are present and where
stagnation and decline in the tax base requires infrastructure led redevelopment. The EDD
employs a tax increment financing provision to facilitate private sector investment in these
geographical areas.
2. SCOPE OF SERVICES
The Economic Development Department seeks a collaborator in implementing the 2016
Economic Development Plan and the adopted urban renewal and technology district plans.
The selected Prime firm, and/ or its assembled team, must possess a breadth and depth of
experience in architecture, engineering, land surveying, land use planning, and broadband
deployment that supports thoughtful and context sensitive infill redevelopment. They must
bring an understanding of how placemaking is essential to urban redevelopment as
demonstrated in their previous work. The firm must understand infill development and be
able to collaborate on projects with selected private sector partners. Most importantly, the
firm must demonstrate an interdisciplinary approach that fuses engineering and
architecture with land use planning and public policy to comprehensively support the
Economic Development Department and Urban Renewal Districts’ strategic goals.
A. Civil Engineering and Land Surveying (1 principal, 1 case study)
The scope of services contemplated by the City includes, but is not necessarily
limited to:
a. Assistance in the planning and financing of improvements to and
construction of City infrastructure projects initiated by the EDD, including
but not necessarily limited to parks, roads, streetscapes, trails, water
distribution, waste water and storm water collection and treatment systems.
b. Professional design and permitting of improvements to and expansions of
roads, streetscapes, trails, parks, water distribution, waste water and storm
water collection and treatment systems.
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c. Modeling and analysis of water, waste water, stormwater, and transporation
options and systems.
d. Create site plans for proposed urban renewal and economic development
projects.
e. Create and propose creative and compelling streetscapes and landscape
architecture to complement and enhance the built environment.
f. Design and advise the City on improvement projects on Montana
Department of Transportation (MDT) controlled National Highway System
(NHS) and urban routes.
g. Assist the City with right of way and real property negotiation and
acquisition.
B. Architecture, Structural Engineering, Landscape Architecture, and Land Use
Planning (2 principals, 2 case studies)
a. The Economic Development Department (EDD) seeks a firm to help it
expand and refine its vision for economic development projects. The EDD
expects that this vision will start with architectural renderings of prospective
project ideas and evolve to fully designed projects. The EDD seeks a
creative partner that can articulate, conceptualize and provide compelling
visual renderings for the built environment in a revitalized urban context.
i. Create compelling visual renderings of proposed design concepts
ii. Evaluate applications for rehabilitation grants and provide
suggested architectural changes to further enhance projects
receiving grant funds.
iii. Create site plans for proposed urban renewal projects.
iv. Create and propose creative and compelling streetscapes and
landscape architecture to complement and enhance the built
environment.
v. Estimate the costs of demolishing existing structures and preparing
land for redevelopment.
vi. Design of public parking facilities including parking lots, structured
parking garages, underground parking, and liner buildings that
screen these facilities from view.
vii. Assist staff with researching and preparing amendments to the
Municipal Code, including but not limited to zone text amendments,
zone map amendments, growth policy amendments and other code
amendments to further economic development goals.
viii. Perform development build out modeling to support utility planning
efforts including water, waste water, and parking.
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C. Structured Parking Facilities and Parking (1 principal, 1 case study)
a. Parking Facility Architecture, Structural Engineering and Civil Engineering
i. Design, Plan Review, Bid period and post-bid period activities
coordination including construction project management,
administration, inspection and closeout.
b. Perform site assessment analysis for future parking facilities including
surface lots and structured parking facilities. Such analysis must rely,
among other criteria, on the potential of the proposed site for generating
new adjacent private sector investment in redevelopment.
D. Community Broadband Engineering and Business Planning (1 principal, 1 case
study)
The scope of services contemplated by the City includes, but is not necessarily
limited to:
a. Fiber optic engineering services and conduit utility business planning
services to the support the implementation of the adopted Bozeman Fiber
Master Plan to support conduit pathways that facilitate open-access and
competitive infrastructure deployment.
b. Demonstrated experience with assisting the public sector with broadband
conduit utility engineering, master planning and business planning, and
facilitating public private partnerships.
c. Facilitate the process to create a conduit utility master plan and strategies
for facilitating deployment of next-generation broadband by the private
sector.
The above-referenced general scope may be applied to several projects within the City
and may require additional approvals and subsequent task orders which may be
negotiated over a period of time.
Detailed project schedules will be established during task order negotiations.
Proposals must clearly demonstrate the firm's ability to provide the services detailed
above given their current staffing.
3. PROJECT DELIVERABLES
Deliverables must comply with the Americans with Disabilities Act. To comply with the
ADA, documents posted online, including, but not limited to, Adobe PDF files, Microsoft
Word documents, Microsoft PowerPoint presentations, and online flipbooks, must be
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screen-reader friendly. Accessible documents are often part of web-based information or
used for support documents. Therefore, under Section 508 standards and WCAG
accessibility guidelines, it is critical to ensure all support documents made available to end
users can be accessed by people with disabilities. Therefore, any digital material created
for the City of Bozeman and its websites will maintain the requirements outline in WCAG
2.0 AA Convention guidelines, Section 508 "Electronic & Accessibility Standards" of the
U.S. Rehabilitation Act, the Usability.gov accessibility Guidelines, and ADA Title II State
& Local Government nondiscrimination requirements.
4. MANDATORY CONTENT AND SEQUENCE OF SUBMITTAL
I. Submission Requirements and Instructions
All requirements in this section are mandatory. The City reserves the right to waive
any non-material variation.
a. Submit one (1) original proposal package and five (5) copies, under sealed
envelope, by mail or hand-delivery to the address shown on the front.
b. Each submission must be marked on the outside with the Company’s name and
the name of the project.
c. Any proposal received after the deadline will be returned to the bidder
unopened.
d. Proposals and required attachments shall be submitted as specified and must be
signed by officials authorized to bind the bidder to provide the services.
II. Proposal Outline and Content
Assemble and submit each proposal in the order below and address the required
content/questions. The order in which items are presented is important, as proposal
evaluators will follow this order:
1. Cover Sheet (not to exceed one page)
a. This sheet will serve as the cover of your proposal.
2. Table of Contents (not to exceed one page)
3. Project Summary and Approach (not to exceed two pages)
a. This summary should concisely describe the proposed term contract, its
goals, and the how the proposed team will approach the scope of
services.
4. Qualifications of the Prime Firm
a. Limit 1 page
5. Qualifications of the five (5) Principal Personnel assigned to the scope of work
a. Descriptions should be limited to one page per principal and their team
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b. Descriptions should include a professional profile, credentials, and
relevant experience
c. Describe your experience and capacity to manage projects of the size
and scope proposed.
6. Related Experience with projects similar to the Scope of Services
a. Provide case studies featuring prior work for each core area of
professional services as delineated in the Scope of Services. The case
studies should demonstrate the depth experience of the proposing prime
firm and their team. (5 total case studies, not to exceed 2 pages per case
study.)
b. The case studies must demonstrate an innovative, interdisciplinary, and
community-oriented approach to the case study project. Proposing firms
should consider the relevance of their selected case studies to the 2009
Downtown Improvement Plan and the 2017 Midtown Action Plan.
7. Location of the Prime Firm
a. Describe the ability of the firm and its team to provide on-demand, in-
person, and cost-effective support to the EDD staff
8. Present and Projected Workloads
a. Affirm, if possible, that the firm can accommodate the projects
anticipated by the Scope of Work.
9. Recent and current work for the City of Bozeman shows good attention to detail
a. List projects completed for the City of Bozeman over the last 4 years.
10. Recent and current work for the City of Bozeman in Urban Renewal Districts
a. List projects completed in Urban Renewal Districts over the last 4 years.
11. References (not to exceed two pages)
Provide a minimum of five (5) references one (1) for each case study. References
from municipal or county governments are preferred. References help us verify
qualifications as it relates to client experiences and the quality of your work.
a. Name of agency
b. Contact name to include: title, phone number and email
c. Population of jurisdiction
d. Number of employees
e. Project start and completion date
f. Brief summary of project
12. Affirmation of nondiscrimination (see Attachment 1)
a. Non-completion of the Affirmation of non-discrimination is cause for
disqualification of firms.
Cost and Expenses
Selection is based upon qualifications. Upon selection, a cost for the work will be
negotiated. Time for performance and scope of services may be modified during cost
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negotiations. If a satisfactory price cannot be reached the City reserves the right to
terminate negotiations and work with the next most qualified firm.
The City reserves the right to require the submittal of additional information that
supplements or explains proposal materials.
6. REQUEST FOR QUALIFICATIONS SCHEDULE
EVENT DATE/TIME
Publication dates of RFP Sunday, September 2, 2018
Sunday, September 9, 2018
Sunday, September 16, 2018
Last day for questions/clarifications Monday, September 17, 2018
Deadline for receipt of proposals Tuesday, September 25, 2018
Evaluation of proposals Anticipated on or about September 27,
2018
Interviews (if necessary) and Selection of
consultants
Anticipated on or about October 5, 2018
7. CONTACTS
Any administrative questions regarding proposal procedures should be directed to: Robin
Crough, City Clerk (406) 582-2321, agenda@bozeman.net
Questions relating to scope of services and project management may be directed to: David
Fine, Urban Renewal Program Manager, (406) 582-2973, dfine@bozeman.net
8. SELECTION PROCESS AND RANKING CRITERIA
A review committee will evaluate all responses to the RFQ that meet the submittal
requirements and deadline. Submittals that do not meet the requirement or deadline will
not be considered. The review committee will rank the proposals and may arrange
interviews with the finalist(s) prior to selection. Selection may be made directly based on
the written RFQ submission.
If interviews occur, the selection of finalists to be interviewed will be made by a selection
committee representing the City of Bozeman (City) and potentially members of City urban
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renewal boards or their staff. The selection of interview candidates will be based on an
evaluation of the written responses to the RFQs.
Award will be made following contract negotiations to the most qualified firm at a price
which the City determines to be fair and reasonable taking into account the qualifications
of the team as related to the services to be rendered, as well as the scope, complexity, and
professional nature thereof.
If the City is unable to negotiate a satisfactory contract with the firm initially selected at a
price the agency deems to be fair and reasonable, negotiations with that firm will be
formally terminated and the agency shall select another firm in accordance with 18-8-204
MCA, and continue until an agreement is reached or the process is terminated.
All submitted proposals must be complete and contain the information required as stated
in the "Request for Qualifications.”
9. SELECTION CRITERIA
Proposals will be evaluated based on the following criteria:
[5 points] Project Summary and Approach (not to exceed two pages)
[5 points] Qualifications of the Prime Firm
[25 points] Qualifications of the five (5) Principal Personnel
[25 points] Case Studies
[5 points] Location of the Firm
o Describe the ability of the firm and its team to provide on-demand, in-
person, and cost-effective support to the EDD staff
[5 points] Present and Projected Workloads
o Affirm, if possible, that the firm can accommodate the projects anticipated
by the Scope of Work.
[5 points] Recent and current work for the City of Bozeman shows good
attention to detail
o List projects completed for the City of Bozeman over the last 4 years.
[5 points] Recent and current work for the City of Bozeman in Urban
Renewal Districts
o List projects completed in Urban Renewal Districts over the last 4 years.
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10. RESERVATION OF RIGHTS; LIABILITY WAIVER
All proposals submitted in response to this RFQ become the property of the City and public
records and, as such, may be subject to public review.
The City reserves the right to accept or reject any and all proposals; to add or delete items
and/or quantities; to amend the RFQ; to waive any minor irregularities, informalities, or
failure to conform to the RFQ; to extend the deadline for submitting proposals; to postpone
award for up to 30 days; to award one or more contracts, by item or task, or groups of items
or tasks, if so provided in the RFQ and if multiple awards or phases are determined by the
City to be in the public interest; and to reject, without liability therefore, any and all
proposals upon finding that doing so is in the public interest.
The City of Bozeman reserves the right to reject the proposal of any person/firm who
previously failed to perform properly to the satisfaction of the City of Bozeman, or
complete on time agreements of similar nature, or to reject the proposal of any person/firm
who is not in a position to perform such an agreement satisfactorily as determined by the
City of Bozeman.
The City of Bozeman reserves the right to determine the best qualified Contractor and
negotiate a final scope of service and cost, negotiate a contract with another Contractor if
an agreement cannot be reached with the first selected Contractor, or reject all proposals.
The professional services contract between the City of Bozeman and the successful
Contractor will incorporate the Contractor's scope of service and work schedule as part of
the agreement (see Attachment 2 for form of professional services agreement).
This RFQ does not commit the City to award a contract. The City assumes no liability or
responsibility for costs incurred by firms in responding to this request for proposals or
request for interviews, additional data, or other information with respect to the selection
process, prior to the issuance of an agreement, contract or purchase order. The Contractor,
by submitting a response to this RFQ, waives all right to protest or seek any legal remedies
whatsoever regarding any aspect of this RFQ.
The City reserves the right to cancel, in part or in its entirety, this RFQ including, but not
limited to: selection procedures, submittal date, and submittal requirements. If the City
cancels or revises this RFQ, all Contractors who submitted proposals will be notified using
email.
Projects under any contract are subject to the availability of funds.
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11. CONFIDENTIALITY AND DISCLOSURE OF INFORMATION
Upon completion of negotiations or a determination that no proposals will be pursued, one
copy of each submitted proposal shall be retained for the official files of the City and will
be considered a public record.
12. NO PARTNERSHIP/BUSINESS ORGANIZATION
Nothing in this RFQ or in any subsequent agreement, or any other contract entered into as
a result of this RFQ, shall constitute, create, give rise to or otherwise be recognized as a
partnership or formal business organization of any kind between or among the City and
respondent.
13. EMPLOYMENT RESTRICTION AND INDEMNITY
No person who is an owner, officer, employee, contractor, or consultant of a respondent
shall be an officer or employee of the City. No rights of the City’s retirement or personnel
rules accrue to a respondent, its officers, employees, contractors, or consultants.
Respondents shall have the responsibility of all salaries, wages, bonuses, retirement,
withholdings, worker’s compensation and occupational disease compensation, insurance,
unemployment compensation other benefits and taxes and premiums appurtenant thereto
concerning its officers, employees, contractors, and consultants. Each respondent shall
save and hold the City harmless with respect to any and all claims for payment,
compensation, salary, wages, bonuses, retirement, withholdings, worker’s compensation
and occupational disease compensation, insurance, unemployment compensation other
benefits and taxes and premiums in any way related to each respondent’s officers,
employees, contractors and consultants.
14. ACCESSIBILITY
Upon reasonable notice, the City will provide assistance for those persons with sensory
impairments. For further information please contact the ADA Coordinator Mike Gray at
406-582-3232 or the City’s TTY line at 406-582-2301.
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15. GOVERNING LAW
This RFQ and any disputes arising hereunder or under any future agreement for the sale
and purchase of shares, interests, or rights shall be governed hereafter and construed and
enforced in accordance with the laws of the State of Montana, without reference to
principles of choice or conflicts of laws.
16. MISCELLANEOUS
No conversations or agreements with any officer, employee, or agent of the City shall affect
or modify any term of this RFQ. Oral communications or any written/email communication
between any person and the designated contact City staff shall not be considered binding.
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Statement of Non-Discrimination – Attachment 1
____________________________________(name of entity submitting) hereby affirms it
will not discriminate on the basis of race, color, religion, creed, sex, age, marital status,
national origin, or because of actual or perceived sexual orientation, gender identity or
disability and acknowledges and understands the eventual contract will contain a provision
prohibiting discrimination as described above and this prohibition on discrimination shall
apply to the hiring and treatments or proposer’s employees and to all subcontracts.
______________________________________
Name and title of person authorized to sign on behalf of submitter
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FORM OF PROFESSIONAL SERVICES AGREEMENT – Attachment 2
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 2018,
by and between the CITY OF BOZEMAN, MONTANA, a self governing municipal
corporation organized and existing under its Charter and the laws of the State of
Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box
1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, ____________,
_______________, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt
and sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Attachment “A” and by
this reference made a part hereof.
2. Term/Effective Date: This Agreement is effective upon the date of its execution
[and will terminate on the _____ day of ______________, 201_.
3. Scope of Work: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this
Agreement and the Scope of Services, unless specifically provided otherwise, the
Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional
costs above the Agreement amount will be performed by Contractor after written request
by the City, and will become an additional charge over and above the amount listed in the
Scope of Services. The City must agree in writing upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this
Agreement, the Scope of Services, and with all local conditions and federal, state and
local laws, ordinances, rules, and regulations that in any manner may affect cost, progress
or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a
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professional, competent and timely manner and with diligence and skill; that it has the
power to enter into and perform this Agreement and grant the rights granted in it; and that
its performance of this Agreement shall not infringe upon or violate the rights of any
third party, whether rights of copyright, trademark, privacy, publicity, libel, slander or
any other rights of any nature whatsoever, or violate any federal, state and municipal
laws. The City will not determine or exercise control as to general procedures or formats
necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered
an employee of the City for any purpose. Contractor is not subject to the terms and
provisions of the City’s personnel policies handbook and may not be considered a City
employee for workers’ compensation or any other purpose. Contractor is not authorized
to represent the City or otherwise bind the City in any dealings between Contractor and
any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation
Act, Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39,
Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for all
members and employees of Contractor’s business, except for those members who are
exempted by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder
for workers’ compensation coverage by an insurer licensed and authorized to provide
workers’ compensation insurance in the State of Montana; or (2) proof of exemption
from workers’ compensation granted by law for independent contractors.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or
occurring in connection with any labor problems or disputes or any delays or stoppages
of work associated with such problems or disputes and for any claims regarding
underpaid prevailing wages.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend,
indemnify, and hold harmless the City, its agents, representatives, employees, and
officers (collectively referred to for purposes of this Section as the City) from and against
any and all claims, demands, actions, fees and costs (including attorney’s fees and the
costs and fees of and expert witness and consultants), losses, expenses, liabilities
(including liability where activity is inherently or intrinsically dangerous) or damages of
whatever kind or nature connected therewith and without limit and without regard to the
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cause or causes thereof or the negligence of any party or parties that may be asserted
against, recovered from or suffered by the City occasioned by, growing or arising out of
or resulting from or in any way related to: (i) the negligent, reckless, or intentional
misconduct of the Contractor; (ii) any negligent, reckless, or intentional misconduct of
any of the Contractor’s agents; or (iii) the negligent, reckless, or intentional misconduct
of any other third party.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages,
losses, and expenses, including reasonable defense attorney fees, to the extent caused by
the negligence or willful misconduct of the Contractor or Contractor’s agents or
employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or
obligations of indemnity that would otherwise exist. The indemnification obligations of
this Section must not be construed to negate, abridge, or reduce any common-law or
statutory rights of the indemnitee(s) which would otherwise exist as to such
indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any
right to contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the
Contractor to assert its right to defense or indemnification under this Agreement or under
the Contractor’s applicable insurance policies required below the indemnitee shall be
entitled to recover reasonable costs and attorney fees incurred in asserting its right to
indemnification or defense but only if a court of competent jurisdiction determines the
Contractor was obligated to defend the claim(s) or was obligated to indemnify the
indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City’s performance under
this Agreement, the City may elect to represent itself and incur all costs and expenses of
suit.
Contractor also waives any and all claims and recourse against the City or its officers,
agents or employees, including the right of contribution for loss or damage to person or
property arising from, growing out of, or in any way connected with or incident to the
performance of this Agreement except “responsibility for his own fraud, for willful injury
to the person or property of another, or for violation of law, whether willful or negligent”
as per 28-2-702, MCA.
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These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense
secure insurance coverage through an insurance company or companies duly licensed and
authorized to conduct insurance business in Montana which insures the liabilities and
obligations specifically assumed by the Contractor in this Section. The insurance
coverage shall not contain any exclusion for liabilities specifically assumed by the
Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City
without limit and without regard to the cause therefore and which is acceptable to the
City and Contractor shall furnish to the City an accompanying certificate of insurance
and accompanying endorsements in amounts not less than as follows:
Workers’ Compensation – statutory;
Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000
annual aggregate; and
Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary
non-contributory basis on both the Commercial General and Automobile Liability
policies. The insurance and required endorsements must be in a form suitable to City and
shall include no less than a sixty (60) day notice of cancellation or non-renewal. The City
must approve all insurance coverage and endorsements prior to the Contractor
commencing work. Contractor shall notify City within two (2) business days of
Contractor’s receipt of notice that any required insurance coverage will be terminated or
Contractor’s decision to terminate any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform
any of its obligations under this Agreement, or otherwise breaches any terms or
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conditions of this Agreement, the City may, by written notice, terminate this Agreement
and the Contractor’s right to proceed with all or any part of the work (“Termination
Notice Due to Contractor’s Fault”). The City may then take over the work and complete
it, either with its own resources or by re-letting the contract to any other third party.
In the event of a termination pursuant to this Section 8, Contractor shall be entitled to
payment only for those services Contractor actually rendered.
Any termination provided for by this Section 8 shall be in addition to any other remedies
to which the City may be entitled under the law or at equity.
In the event of termination under this Section 8, Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity,
lost productivity, field office overhead, general conditions costs, or lost profits damages
of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may
terminate this Agreement by written notice to Contractor (“Notice of Termination for
City’s Convenience”). The termination shall be effective in the manner specified in the
Notice of Termination for City’s Convenience and shall be without prejudice to any
claims that the City may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance
under this Agreement and make every reasonable effort to refrain from continuing work,
incurring additional expenses or costs under this Agreement and shall immediately cancel
all existing orders or contracts upon terms satisfactory to the City. Contractor shall do
only such work as may be necessary to preserve, protect, and maintain work already
completed or immediately in progress.
c. In the event of a termination pursuant to this Section 9, Contractor is entitled to
payment only for those services Contractor actually rendered on or before the receipt of
the Notice of Termination for City’s Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost
business opportunity, lost productivity, field office overhead, general conditions costs, or
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lost profits damages of any nature arising, or claimed to have arisen, as a result of the
termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby
expressly waives any right to claim or recover consequential, special, punitive, lost
business opportunity, lost productivity, field office overhead, general conditions costs, or
lost profits damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or nature,
Contractor shall provide City with written notice of its claim, the facts and circumstances
surrounding and giving rise to the claim, and the total amount of damages sought by the
claim, within thirty (30) days of the facts and circumstances giving rise to the claim. In
the event Contractor fails to provide such notice, Contractor shall waive all rights to
assert such claim.
11. Representatives:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be _________________ or such other individual as City shall designate
in writing. Whenever approval or authorization from or communication or submission to
City is required by this Agreement, such communication or submission shall be directed
to _____________ as the City’s Representative and approvals or authorizations shall be
issued only by such Representative; provided, however, that in exigent circumstances
when City’s Representative is not available, Contractor may direct its communication or
submission to other designated City personnel or agents as listed above and may receive
approvals or authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the purpose of
this Agreement shall be _____________________ or such other individual as Contractor
shall designate in writing. Whenever direction to or communication with Contractor is
required by this Agreement, such direction or communication shall be directed to
Contractor’s Representative; provided, however, that in exigent circumstances when
Contractor’s Representative is not available, City may direct its direction or
communication to other designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City
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of Bozeman business license, and inspections from applicable governmental authorities,
and pay all fees and charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all
workers’ compensation laws, all environmental laws including, but not limited to, the
generation and disposal of hazardous waste, the Occupational Safety and Health Act
(OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50,
Chapter 71, MCA, all applicable City, County, and State building and electrical codes,
the Americans with Disabilities Act, and all non-discrimination, affirmative action, and
utilization of minority and small business statutes and regulations.
14. Nondiscrimination: The Contractor agrees that all hiring by Contractor of persons
performing this Agreement shall be on the basis of merit and qualifications. The
Contractor will have a policy to provide equal employment opportunity in accordance
with all applicable state and federal anti-discrimination laws, regulations, and contracts.
The Contractor will not refuse employment to a person, bar a person from employment,
or discriminate against a person in compensation or in a term, condition, or privilege of
employment because of race, color, religion, creed, political ideas, sex, age, marital
status, national origin, actual or perceived sexual orientation, gender identity, physical or
mental disability, except when the reasonable demands of the position require an age,
physical or mental disability, marital status or sex distinction. The Contractor shall be
subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2,
United States Code, and all regulations promulgated thereunder. The Contractor shall
require these nondiscrimination terms of its sub-Contractors providing services under this
agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or
illegal drugs, by any employee or agent engaged in services to the City under this
Agreement while on City property or in the performance of any activities under this
Agreement. Contractor acknowledges it is aware of and shall comply with its
responsibilities and obligations under the U.S. Department of Transportation (DOT)
regulations governing anti-drug and alcohol misuse prevention plans and related testing.
City shall have the right to request proof of such compliance and Contractor shall be
obligated to furnish such proof.
The Contractor shall be responsible for instructing and training the Contractor's
employees and agents in proper and specified work methods and procedures. The
Contractor shall provide continuous inspection and supervision of the work performed.
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The Contractor is responsible for instructing his employees and agents in safe work
practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified
or altered except by written agreement signed by both parties hereto. The Contractor
may not subcontract or assign Contractor’s rights, including the right to compensation or
duties arising hereunder, without the prior written consent of City. Any subcontractor or
assignee will be bound by all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance
with the requirements of this Agreement. Contractor shall allow the City, its auditors,
and other persons authorized by the City to inspect and copy its books and records for the
purpose of verifying that the reimbursement of monies distributed to Contractor pursuant
to this Agreement was used in compliance with this Agreement and all applicable
provisions of federal, state, and local law. The Contractor shall not issue any statements,
releases or information for public dissemination without prior approval of the City.
18. Non-Waiver: A waiver by either party any default or breach by the other party of
any terms or conditions of this Agreement does not limit the other party’s right to enforce
such term or conditions or to pursue any available legal or equitable rights in the event of
any subsequent default or breach.
19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party
of this Agreement to retain an attorney to enforce any of the terms or conditions of this
Agreement or to give any notice required herein, then the prevailing Party or the Party
giving notice shall be entitled to reasonable attorney's fees and costs, including fees,
salary, and costs of in-house counsel to include City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between
senior-level personnel from each party duly authorized to execute settlement
agreements. Upon mutual agreement of the parties, the parties may invite an
independent, disinterested mediator to assist in the negotiated settlement
discussions.
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b. If the parties are unable to resolve the dispute within thirty (30) days from
the date the dispute was first raised, then such dispute may only be resolved in a
court of competent jurisdiction in compliance with the Applicable Law provisions
of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration
of this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are
not be construed as a part of the Agreement or as a limitation on the scope of the
particular paragraphs to which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable,
the balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects
by the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the
heirs, legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied
upon or enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained therein or made a
part thereof by reference, are not binding upon the parties. There are no understandings
between the parties other than as set forth in this Agreement. All communications, either
verbal or written, made prior to the date of this Agreement are hereby abrogated and
withdrawn unless specifically made a part of this Agreement by reference.
30. Extensions: This Agreement may, upon mutual agreement, be extended for a
period of one year by written agreement of the Parties. In no case, however, may this
Agreement run longer than __________________________.
[END OF AGREEMENT EXCEPT SIGNATURE PAGE]