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HomeMy WebLinkAbout00- Professional Services with Neil Consultants PROFESSIONAL SERVICES AGREEMENT THIS IS AN AGREEMENT made as of ,/'3/2. (!) CJ 0 , between THE CITY OF BOZEMAN, Municipal Corporation, f a Bozeman, Montana, 59715 (OWNER) and Neil Consultants, Inc of Montana, (ENGINEER). Whereas the accomplishment ofthe work and services described in this Agreement is essential to the OWNER'S public works improvement program. Whereas the OWNER intends to Develop a Biosolids Marketing Program and has selected the ENGINEER to provide necessary and professional engineering services for the project. Whereas the ENGINEER represents that it is willing and qualified to perform the professional engineering services for this project described in this Agreement. Therefore, in consideration of the foregoing recitals and the mutual covenants and conditions contained herein, the parties agree as follows: The conditions and provisions set forth in the attached EXHIBIT A, Biosolids Marketine W orkscope and EXHIBIT B Estimate of Costs to Provide Biosolids Marketine Assistance, are hereby incorporated in and made part of this Agreement. ARTICLE 1 - ENGINEERING SERVICES 1.1. The detailed description of the specific project components is described as follows: The project will consist of developing and implementing a marketing plan for the City of Bozeman with the specific objective of increasing the amount of available agricultural land for the beneficial reuse ofbiosolids. The plan will include the collection and dissemination of information to local landowners/farmers and the general public, ~()nvening a public meeting to discuss issues and conducting a series of individual site visits to promote the program. 1.2. The specific scope of services under this contract are set forth in this agreement and the attached EXHIBIT A. ARTICLE 2 - ENGINEER'S RESPONSIBILITIES 2.1. ENGINEER shall perform for OWNER professional engineering services in all phases of the Project to which this Agreement applies as hereinafter provided. These services will include, but not be limited to, serving as OWNER's professional engineering representative for the Project, providing professional engineering consultation and advice and furnishing customary civil and structural engineering services incidental thereto. 2.2. The ENGINEER shall furnish all labor, materials, equipment, supplies, and incidentals necessary to conduct and complete the ENGINEER'S portions ofthe Project and to prepare and deliver to the OWNER all data, reports, plans, specifications, and recommendations as designated herein. 2.3. The ENGINEER shall ascertain such information as may have a bearing on the work from local units of government, public, and private organizations and shall be authorized to procure information from other authorities as to the extent ofthese contacts and the results thereof. ------------- 2.4. The ENGINEER'S work shall be in accordance with the standards of sound engineering practices. 2.5. The ENGINEER shall name a Principal-In-Charge for the duration ofthe project. The Principal-In-Charge shall be Jake Neil, P.E. - NCT 2.6. The ENGINEER shall name a Project Manager who shall be the liaison between the ENGINEER and the OWNER. The Project Manager shall be Paul W. Montgomery, P.E. 2.7. The ENGINEER shall submit an estimated progress schedule at the beginning ofthe work, and monthly progress reports thereafter until the project is completed. The estimated schedule is included in Exhibit B. ARTICLE 3 - OWNER'S RESPONSIBILITIES 3.1 The OWNER shall name a Task Director who shall be the liaison between the ENGINEER and the OWNER during DESIGN segment ofthe Project. The Task Director designated shall be James R. Nickelson, P.E. . 3.2 The OWNER shall have the right of review and examination of the ENGINEER'S work at all times. 3.3 The OWNER shall make available all records (as-built drawings, construction records, etc.) indicating the existing configuration ofthe city utilities. 3.4 The OWNER shall provide the following infonnation, arrangements and services as needed: List oflandowners currently or recently accepting biosolids Aerial photograph showing the primary geographic area for the Marketing Plan Historic biosolids volumetric, chemical and bacteriological data Venue and arrangements for conducting a public meeting Distribution of newsletter prepared by NCI Assistance on setting criteria for prioritized site visits ARTICLE 4 - BASIC ENGINEERING SERVICES The ENGINEER shall render professional Engineering Services as follows: 4.1 After written authorization to proceed, ENGINEER shall: 4.1.1 Consult with OWNER to clarify and define OWNER's requirements for the Project and review available data. 4.1.2 Advise OWNER as to the necessity of OWNER's providing or obtaining from others, data or services and assist OWNER in obtaining such data or services. 4.1.3 Identity and analyze requirements of governmental authorities havingjurisdiction to review the Project and participate in consultations with such authorities. 4.1/. Prepare a Report containing a summary of the Marketing Plan, the materials and information developed thereunder and feedback from the public meeting and site visits. Figures, exhibits and/or schematic layouts to indicate clearly the goals, objectives and preliminary results of the Marketing Plan will be included. 4.11. Furnish Four ( 4) copies ofthe Study and Report documents and review them in person with OWNER. The Summary Report will be completed and submitted within 150 calendar days following written authorization from OWNER to ENGINEER to proceed with that phase of services. ARTICLE 5 - ADDITIONAL SERVICES 5.1. If OWNER wishes ENGINEER to perform any of the following Additional Services, OWNER shall so instruct ENGINEER in writing, and ENGINEER shall perform or obtain from others such services and will be paid therefor as provided in the Agreement: 5.1.1. Provide assistance to the City in continuation and refinement of the Biosolids Marketing Plan. 5.1.2. Assistance in preparing a Video-tape production of the Biosolids Program in Bozeman. 5.1.3. Preparation ofa brochure on the Biosolids Program in Bozeman. 5.1A. Preparing a report which studies the cost-effectiveness ofland-applying biosolids at varying distances from the Bozeman. Wastewater Treatment Plant. 5.1.5. Analyzing the cost-effectiveness of continued land application of liquid biosolids versus de-watered biosoIids as a basis for future decision-making for the Biosolids Program. 5.1.6. Preparing applications to the Montana Department of Natural Resources Technical Assistance program or the Renewable Resources program. 5.1.7. Providing other services not otherwise provided for in the Agreement, including services normally furnished by the OWNER as elsewhere herein described. 5.1.8. Furnishing the services of independent professional associates or consultants for other than Basic Services. ARTICLE 6 - COMPENSATION FOR ENGINEERING SERVICE 6.1 DIRECT LABOR COST PAYMENT FOR BASIC SERVICES AND EXPENSES OF ENGINEER. Basic Engineering Services under sections 4.1 shall be compensated in accordance with the following: 6.1.1 The OWNER shall pay for Basic Engineering Services an amount not to exceed $9,280 except as provided under 6.1.1.2 thru 6.1.1.3. 6.1.1.1 Costs Compensation. Compensation for these services shall be based on the ENGINEER's Direct Labor Cost times a factor of3.0 for services rendered which shall cover Direct Labor, Direct Labor Overhead, General & Administrative Overhead and Profit. 6.1.1.2 Notification. At any time during the project that it becomes apparent that the Basic Engineering Services rendered under this Agreement will exceed the negotiated compensation for these services, and prior to performing services in excess ofthe contract ceiling, the ENGINEER shall give OWNER written notice thereof. Promptly thereafter OWNER and ENGINEER shall review the scope and progress ofthe project work. ENGINEER shall obtain written authorization from OWNER, prior to any additional costs being incurred under paragraph 6.l.1.3. Ifit is determined that due to a change in project scope under paragraph 5.1;1, the ENGINEER is entitled to additional compensation, OWNER and ENGINEER may negotiate terms as provided under 6.1.1.]. The amount and terms of any additional compensation under 6.1.1.1 or 6.1.1.3 shall be negotiated and agreed in writing pursuant to 9.16. 3 6.1.1.3 Costs Exceeding Estimated Compensation. Except as allowed under 5.2.1, when the total cost of the original scope exceeds the negotiated compensation for these services, the OWNER shall pay only for the direct costs incurred in excess ofthe estimated compensation. These costs consist of an amount equal to the ENGINEER'S Direct Labor Cost times a factor of ~ for services rendered which shall include Direct Labor, the federally audited payroll Direct Labor Overhead, and General & Administrative Overhead costs, but shall not include any allowance for profit. 6.1.2. Reimbursable Expenses, as defined in section 7.4 of this Agreement, for Basic Services and Approved Additional Services shall be paid to the ENGINEER by the OWNER in the actual amount of the costs incurred up to an amount not to exceed $720 The estimated reimbursable expenses are identified in Exhibit" B ". 6.1.3 The OWNER shall pay an amount for Additional Services rendered by the ENGINEER and approved in writing by the OWNER on the basis ofthe ENGINEER'S Direct Labor Costs times a factor of 3.0 , or an amount otherwise negotiated at the time such services are requested and approved by the OWNER. ARTICLE 7 - MEANING OF TERMS 7.1 AGREEMENT As used herein the term "this Agreement" refers to the contents ofthis document and its Exhibits attached hereto and referred to as if they were part of one and the same document. 7.2 CONSTRUCTION COSTS The construction cost ofthe entire Project (herein referred to as "Construction Cost") means the total cost to OWNER of those portions of the entire Project designed and specified by ENGINEER, but it will not include ENGINEER's compensation and expenses, the cost of land, rights-of-way, or compensation for or damages to, properties unless this Agreement so specifies, nor will it include OWNER's legal, accounting, insurance counseling or auditing services, or interest and financing charges incurred in connection with the Project or the cost of other services to be provided by others to OWNER. 7.3 DIRECT LABOR COSTS Direct Labor Costs used as a basis for payment mean the actual salaries and wages paid to all ENGINEER's personnel engaged directly on the Project, including, but not limited to, engineers, architects, surveyors, designers, drafters, specification writers, estimators, other technical and business personnel; but does not include indirect payroll related costs or fringe benefits. For the purposes of this Agreement the principals and employees of the ENGINEER maximum billable Direct Labor Costs are: Principals $ /hour Project Manager $ 26.67 /hour Senior Engineer $ /hour Staff Engineer $ 23.33 /hour Senior Technicians $ 20.00 /hour CADD Drafter $ 17.00 /hour Technicians $ /hour Construction Inspector $ /hour Two Person Survey Crew $ 40.00 /hour Clerical $ 12.00 /hour 4 7.4 REIMBURSABLE EXPENSES Reimbursable Expenses mean the actual expenses incurred by ENGINEER or ENGINEER's independent professional associates or consultants directly in connection with the Project, such as expenses for: transportation and subsistence incidental thereto; obtaining bids or proposals from Contractor(s); subsistence and transportation of Resident Project Representatives and their assistants; toll telephone calls and telegrams; reproduction of reports, Drawings, Specifications, Bidding Documents and similar Project-related items; and if authorized in advance by OWNER, overtime work requiring higher than regular rates. In addition, when compensation for Basic Services is on the basis of Direct Labor Costs method of payment, Reimbursable Expenses will also include the amount billed to ENGINEER by special consultants employed by ENGINEER and authorized by OWNER (other than as an authorized Additional Services) and will also include expenses incurred for computer time and other specialized equipment, including an appropriate charge for previously established programs and expenses of photographic production techniques. ARTICLE 8 - PAYMENT PROVISIONS 8.1 TIMES OF PAYMENTS. ENGINEER may submit monthly statements for Basic Services and approved Additional Services rendered and for Reimbursable Expenses incurred; however, payments shall not exceed the ceilings provided in 6.1. Final payment shall be made only after acceptance of the project by the OWNER. If OWNER disputes the amount ofthe billing, OWNER will notifY the ENGINEER in writing within ten (10) calendar days ofthe receipt of bill of the dispute. 8.2 REQUESTS FOR PAYMENT. Each request for payment shall include a documentation summary of the period incremental man hours incurred, direct labor rates and billed rates, detail of reimbursable costs, total period billing, and total cumulative billing. When requested by OWNER services for distinct project segments shall be accounted and billed separately. 8.3 PAYMENT UNDER TERMINATION. In the event oftermination by the OWNER upon the completion of any phase of the Basic Services, progress payments due ENGINEER for services rendered through such phase shall constitute total payment for such services. In the event of such termination by OWNER during any phase of the Basic Services, ENGINEER also will be reimbursed for the charges of pre-approved independent professional associates and consultants employed by ENGINEER to render Basic Services, and paid for services rendered during that phase on the basis of the payment provisions of the Agreement. In the event of any such termination, ENGINEER will be paid for unpaid pre-approved Additional Services and unpaid Reimbursable Expenses which are authorized under this agreement. ARTICLE 9 - GENERAL CONSIDERATIONS 9.1 TERMINA nON OF AGREEMENT 9.1.1 The sole right is hereby reserved to the OWNER to terminate this Engineering Agreement for any and all causes or for its convenience at any time upon fifteen (15) days written notice to the ENGINEER. 9.1.2 If termination for default is effected by the OWNER, an equitable adjustment in the price provided for in this Agreement shall be made, but (I) no amount shall be allowed for anticipated profit on unperformed services or other work, and (2) any payment due to the ENGINEER at the time of termination may be adjusted to cover any additional costs to the OWNER because ofthe ENGINEER's default. Iftermination for convenience is effected by the OWNER, the equitable adjustment shall include a reasonable profit, as determined by owner, for services or other work performed. The equitable adjustment for any termination shall provide for payment to the ENGINEER for services rendered and expenses incurred prior to the 5 termination, in addition to termination settlement costs reasonably incurred by the ENGINEER relating to commitments which had become firm prior to the termination. 9.1.3 Upon receipt ofa termination action under paragraph 9.1.2, the ENGINEER shall (1) promptly discontinue all affected work (unless the notice directs otherwise), and (2) deliver or otherwise make available to the OWNER within ten (10) days copies of all data, design drawings, specifications, reports, estimates, summaries and such other infonnation and materials as may have been accumulated by the ENGINEER in performing this Agreement, whether completed or in process. 9.1.4 In the event this Contract is terminated prior to completion, the original copies ofthe ENGINEER'S data, recommendations, plans, specifications, analysis and other related documents prepared by the ENGINEER prior to said termination shall be delivered to and become the property of the OWNER. 9.1.5 Upon termination, the OWNER may take over the work and may award another party an Agreement to complete the work under this Agreement. 9.1.6 OWNER'S right to terminate is in addition to any other remedies OWNER may have under the law. 9.2 INSPECTION AND AUDIT All books, papers, records, payrolls, vouchers and invoices relating to costs and expenditures incurred as to the performance of the services by the ENGINEER hereunder shall be made available to the OWNER, or their authorized representatives for audit and review, at the ENGINEER'S respective offices at all reasonable times during the contract period and for three years from the date of final payment. 9.3 EMPLOYMENT The ENGINEER warrants that he has not employed or retained any company or persons, other than a bona fide employee, working solely for the ENGINEER, to solicit to secure this contract, and that he has not paid or agreed to pay any company or person, other than bona fide employees working solely for the ENGINEER, any fee, commission, percentage, brokerage fee, gifts or any other considerations contingent upon or resulting from the award or making ofthis Contract. For breach or violation of this warranty, the OWNER shall have the right to annul the Contract without liability or in its discretion to deduct from the price or consideration or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee. A II employees ofthe ENGINEER or other persons while engaged in the perfonnance of work or services required by the ENGINEER shall be considered employees ofthe ENGINEER only and not of the OWNER. 9.4 NONDISCRIMINATION The ENGINEER will not discriminate on the basis ofrace, color, religion, creed, political ideas, sex, age, marital status, national origin or disability in employment or provision of services. The ENGINEER 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. 9.5 SUBLETTING OR ASSIGNING OF WORK The ENGINEER shall not sublet or assign any of the work covered herein without prior written approval of the OWNER. 6 9.6 ST ANDARD OF CARE ENGINEER warrants that it will provide its services in accordance with the standards of care, skill, knowledge, and diligence normally exercised by a professional engineer in the performance of such engineering services. Ifany such service should be discovered to be not in conformance with this standard, the ENGINEER shall, at the OWNER'S request, re-perform the service at its own expense. Engineer shall also, at its own expense, make such changes, modifications or additions to the project which are made necessary as a result ofthe initial nonperformance or the re- performance of services. The OWNER's rights herein are in addition to any other remedies the OWNER may have under the law. 9.7 LEGAL RELATIONS The ENGINEER shall comply with all Federal, State, and Local laws and ordinances applicable to the work to be done. The ENGINEER agrees to indemnity, hold harmless and defend the OWNER and its officers, agents and employees against any and all actions, suits, claims, demands, costs, judgements, expenses (including a reasonable attorney's fee), and liability of any character whatsoever brought or asserted for any injury, death, or damage received or sustained by any person, persons, property, business or any other entity, arising out of or resulting from, or in connection with the performance of the work herein specified. The ENGINEER is not required to defend the OWNER from assertions that the OWNER was negligent, or indemnity the OWNER from liability based solely on OWNER's negligence. The indemnity required here shall not be limited by reason of the specification of any particular insurance coverage in this Agreement. The ENGINEER is and shall perform this agreement as an independent contractor, and as such, is responsible to the OWNER only as to the results to be obtained in the work herein specified, and to the extent that the work shall be done in accordance with the terms, plans and specifications. The ENGINEER shall have and maintain complete control over all of its employees, subcontractors, agents and operations, being responsible for any required payroll deductions and providing required benefits, such as, but not limited to, worker's compensation with statutory limits, and unemployment insurance. 9.8 INSURANCE The ENGINEER shall secure and furnish to the OWNER certificate of insurance, therein, naming the OWNER as an additional insured, to include thirty (30) days notice of cancellation or non-renewal. Without limiting any of ENGINEER's obligations hereunder, ENGINEER shall secure and maintain, until the work is completed and accepted by the OWNER, insurance coverage naming the OWNER as additional insured with minimum insurance coverage as follows: Type of Coverage Limits Employers' Liability: $ 100,000 per accident General Liability: Bodily Injury & Property Damage Single and combined $ 1,000,000 per accident Automobile: Bodily Injury covering all $ 500,000 each person 7 automobiles, trucks, tractors, trailers, or $1,000,000 each occurrence other automotive equip- ment whether owned or rented by Engineer or owned by employees of Engineer. Property Damal'(e covering $ 500,000 each occurrence all automobiles, trucks, tractors, trailers or other automotive equipment whether owned or rented by Engineer or owned by employees of Engineer OR Bodily Injury & Property $ 500,000 each occurrence Damage Single and combined Professional Errors & Omission: $ 1 ,000,000 per claim and aggregate each occurrence 9.9 ENDORSEMENT The ENGINEER shall place his endorsement on all drawings and other data furnished by him. 9.10 OWNERSHIP OF DOCUMENTS All reports, brochures, newsletters, exhibits, and other related documents prepared or obtained under the tenns ofthe Contract are deemed to be the property of the OWNER and shall be delivered to the OWNER. 9.11 PUBLIC INFORMATION The ENGINEER shall not issue any statements, releases or information for public dissemination without prior approval of the OWNER. 9.12 PROPRIETARY RIGHTS If patentable discoveries or inventions should result from work required herein, all rights accruing from such discoveries or inventions shall be joint property ofthe ENGINEER and the OWNER. Provided that the OWNER, state agencies or political subdivisions and the United States Government shall have the irrevocable, nonexclusive, nontransferable and royalty-free license to use each invention in the manufacture, use and disposition, according to law, of any article or material, and in the use of any method that may be developed as part ofthework described and contemplated herein. 9.13 RECORDS The ENGINEER shall maintain accounting records and other evidence pertaining to the cost incurred and to make the records available at all reasonable times during the Contract tenn and for one (1) year from the date of final payment. Such accounting records and other evidence pertaining to the cost incurred will be made available for inspections by OWNER. S 9.14 SUCCESSORS IN INTEREST The covenants, agreements and all statements in this Contract apply to and shall be binding on the heirs, personal representatives, successors and assigns of the respective parties. 9.15 ATTORNEY'S FEES AND COSTS That in the event it becomes necessary for either Party of this Contract to retain an attorney to enforce any of the terms or conditions ofthis Contract 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 ofin-house counsel to include City Attorney. 9.16 MODIFICATIONS AND AMENDMENTS That any amendment or modification ofthis Contract or any provisions herein shall be made in writing or executed in the same manner as this original document and shall after execution become a part ofthis Contract. A: IBoz Biu Market Plan Agreement. wpd 9 In witness Whereof, the Parties hereto do make and execute this Agreement. CITY OF BOZEMAN, MONTANA ENGINEER \ ~ . '~.-."'. BY:~<.l.~ BY: .- -.--.-.:--- (City Manager) (President) DATE: S\ol ZCJLt':J DATE: L~\O-~C. ::'"~:f ~ (Clerk of Commission) . 10 EXHIBIT A CITY OF BOZEMAN BIOSOLlDS MARKETING PROJECT WORKSCOPE SERVICES PROVIDED BY NCI: - Information search - marketing tools used by WEF, EPA, NWBMA. NCI will contact various agencies and professional organizations to acquire materials and discuss strategies. - Kick-off meeting with City officials Initial meeting with Bozeman staff to present findings and draft course of action. Meeting could be by conference call or @ Bozeman. - Review list of available landowners - Work with City to formulate "target list" Obtain aerial photograph, develop prioritized list of desirable parcels, prepare list of landowners to target. - Prepare informational newsletter for distribution to landowners Using information obtained above, NCI will prepare a 2-page newsletter designed to increase interest in beneficial biosolids reuse. - Workshop for landowners and general public NCI will prepare and preside over a workshop/public meeting for landowners and general public to disseminate information, answer questions and promote beneficial biosolids reuse. Site visits NCI will conduct up to 2 man-days of individual site visits to landowners of priority sites for the purpose of disseminating information, answering questions and promoting beneficial biosolids reuse. - Summary Report NCI will prepare a summary technical memorandum that includes the information search findings, minutes of the NCI/City meeting, landowner lists, map of potential LA sites, workshop discussions and the results of all site visits. 1 -- OWNER TO PROVIDE: - List of landowners names who have previously accepted or are currently accepting biosolids. - Aerial photograph of area surrounding wastewater treatment facility - to be used in prioritizing potential application sites. OWNER will use existing aerial photographs to designate previous land application sites and ownership information - Historic biosolids volumetric data, chemical data and bacteriological data. - Venue and arrangements for conducting Workshop - Distribution of newsletter prepared by NCI - Assistance on setting criteria for prioritizing potential sites City involvement necessary in determining criteria for prioritizing specific parcels of land to target for marketing SCHEDULE OF IMPLEMENTATION: The following is the anticipated schedule to be observed by the ENGINEER and OWNER in implementing the Services under this AGREEMENT: Kick-Off Meeting with City Feb. 2000 Information Search Feb/Mar. 2000 Newsletter Apr. 2000 Public Meeting May. 2000 Site Visits May. 2000 Summary Report Jun. 2000 2