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HomeMy WebLinkAbout19- Professional Services Agreement - Metcalf Archaeological Consultants - Historic Architecture Inventory Project �< PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this 2:2N4 day of 2019 (the "Effective Date") by and between the CITY OF BOZEMAN, MONTANA, 8 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, Metcalf Archaeological Consultants, Inc, with an address of 11495 W. 8th Suite 104, Lakewood, Colorado 80215. 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 Exhibit A and by this reference made a part hereof. 2. Term/Effective Date: This Agreement is effective upon the date first written above and will terminate one year after the Effective Date. 3. Scope of Work: Contractor will perform the work and provide the services in accordance with the requirements of the Scope of Services, Exhibit A (the "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 amounts 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. Professional Services Agreement for Architecture Inventory Project FY 2020 Page I of 15 Contractor will invoice the City monthly for Services completed, but not to exceed $70,000 prior to June 30, 2020. Contractor understands and agrees that City's payments for Services rendered during the term of any extensions to this Agreement is contingent on the City Commission's appropriation of sufficient funds in the applicable Fiscal Year budget for the Services. Should funds not be appropriated, this Agreement will terminate effective immediately, and such termination will be considered a Termination for City's Convenience pursuant to Section 9 herein. 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 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. Professional Set-vices Agreement for Architecture Inventory Project FY 2020 Page 2 of 15 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. In the event that, during the term of this Agreement, any labor problems or disputes of any type arise or materialize which in turn cause any services to cease for any period of time, Contractor specifically agrees to take immediate steps, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief to the City so as to permit the services to continue at no additional cost to City. 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. 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 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. 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. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 3 of 15 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. 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. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 4 of 15 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. 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. & 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 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. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 5 of 15 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 Professional Services Agreement for Architeetltre Inventory Project FY 2020 Page 6 of 1 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. 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 Loren Olsen 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 Loren Olsen 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 Jennifer B. Lee 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, Professional Services Agreement for Architecture Inventory Project FY 2020 Page 7 of 15 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 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 Professional Services Agreement for Architecture Inventory Project FY 2020 Page 8 of 15 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. 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. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 9 of 15 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. 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. 2& Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 10 of 15 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 up to four (4) additional one-year terms by written agreement of the Parties. 31. Section 3 of the Housing and Urban Development Act of 1968: The contractor will ensure that to the greatest extent feasible opportunities for training and employment arising in connection with this CDBG-assisted project will be extended to lower income project area residents. Further, the contractor will, to the greatest extent feasible, utilize business concerns located in or substantially owned by residents of the project area, in the award of contracts and purchase of services and supplies. Professional Services Agreement for Architecture Inventory Project FY 2020 Page 11 of 15 IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA Metcalf Archaeology By B Andrea Surratt, City Manag r Je fifer B. Lee, Project Manager APPROVED AS TO FORM: By Bozeman City Attorney Professional Services Agreement for Architecture Inventory Project FY 2020 Page 12 of 15 Exhibit A—SCOPE OF SERVICES Project Overview The Architecture Inventory Project purpose is to survey and collect architectural, historic and neighborhood character data in order to continue supporting the City of Bozeman's Historic Preservation and Neighborhood Conservation Overlay District programs. This project seeks to continue the efforts of previous city architectural inventory surveys dating back to the early 1980s. Information generated from this architectural inventory survey will enable the City of Bozeman Historic Preservation staff make informed land use decisions in accordance with the City's Strategic Plan, Historic Preservation and Neighborhood Conservation Overlay District ordinances. The consultant shall employ at a minimum the services of an Architectural Historian qualified in accordance with the National Park Service Professional Qualification Standards as well as any and all other specialty disciplines necessary to complete the project as described. Architectural Inventory Services not to exceed $70,000 for Fiscal Year 2020. Architectural Inventory Survey services will be as requested on an individual project by project basis as requested by the City of Bozeman. Initiation of Work In implementing this "multi-order" contract the City of Bozeman will request Metcalf Archaeological Consultants, Inc. (Metcalf) to perform an architectural inventory survey on a project by project basis. The consultant will be provided with a detailed list of particular properties that will undergo an architectural survey, consultant will be provided with property list at time of project initiation. The consultant will be expected to provide the City of Bozeman with the property owner contact information prior to initiating survey work, after property owners have been notified by the City of Bozeman staff, staff will give the approval to perform architectural inventory survey services of listed properties. Architectural Inventory Survey Services The City of Bozeman's Architecture Inventory project requires 3 intensities of architecture survey work to be completed by a consultant. These intensities are intended to inform a variety of planning initiatives relating to the City's well established Neighborhood Conservation Overlay District and Historic Preservation program. Both of these programs utilize a mixture of historic eligibility data and neighborhood defining characteristics that inform the in-house plan review within the districts. It is staff's goal to make informed decisions regarding the long term Professional Services Agreement for Architecture Inventory Project FY 2020 Page 13 of 15 application of these two programs and have updated data for plan review, as well as inform long term planning decisions. The completion of all 3 levels of survey are to be documented with the Montana Historic Property Record form, available from the Montana State Historic Preservation Office, and remain in an editable format to allow updates and future intensities of survey to occur. All survey intensities will have a base of information that will be consistent such as Address, Legal Locations, photographs and maps. Additionally, the consultant will provide all property owner contact information for all properties surveyed regardless of survey level. Level I — Reconnaissance & Neighborhood Character Elements The Level I survey is intended to record and review architectural character elements and propose a "Field" recommendation regarding the potential for eligibility. The Field recommendation for potential eligibility is to be written under the Architectural Description section of the MHPR form. Field recommendation can result in an "unevaluated" determination to warrant further investigation. Level I survey will contain in a detailed description of elements that relate to the overall general development patterns of the property. These elements should include but are not limited to: structure stories, materials, fenestration patterns, roof types, architectural style and form, porches, chimney, landscaping patterns etc. Level 11 — Full Level Survey Level II is a more intensive survey that will require historic research and a more detailed architectural description. This survey level will result in a formal determination of"Eligible"vs. "Non-Eligible"that will be recorded on the Montana History Property Record form. Level III —Additional Survey Work The Level III survey category will be utilized for a variety of architectural survey services, including but not limited to architectural documentation, National Register Nomination writing or in-depth architectural survey work. All Level III services, if needed, will be determined and costed at a later date, in agreement, in writing with consultant. Suggested Architectural Survey- Survey Level Detail: I II III 1. Property Address Information X X X 2. Historic Address (if applicable) / Property Owner Information X X X 3. Legal Location X X X 4. UTM Reference X X X 5. County X X X & Historic Name & Use X X X 7. Contact Information X X X Professional Services Agreement for Architecture Inventory Project FY 2020 Page 14 of 15 8. Architectural Description and Character Elements: X X X 9. History of Property X X 10. Information Sources/ Bibliography X X 11. Eligibility X X 12. Statement of Significance X X 13. Integrity Description X X 14. Photos & Maps X X X D. Schedule of Deliverables. The consultant will complete the services required under this Schedule of Deliverables and submit the required forms and related documentation in accordance with the following schedule: 1. Project Schedule, Within 5 days after the notice to proceed and a staff provided list of properties to be surveyed, submit a copy of the project schedule for review by city staff, this can be accomplished via email. 2. Preliminary Submission. Within 30 days after notice to proceed, submit a sample of completed survey forms and related documentation for approval by the staff. The purpose of this preliminary submission is to identify any potential problems and allow time for correction/clarification of the work to be completed. 3. Final Submission. Within a reasonable time frame after the project concludes work submit to staff completed Montana Historic Property Record forms in a digital and editable electronic and hard copy for review. Project will not be complete until staff has evaluated submitted MHPR for completeness and accuracy. Length of Services The scheduling for completion of the architectural survey work will proceed on a project by project basis. All projects will be complete in a timely and efficient manner. It is to be understood that the consultants will respond to individual project requests as indicated in this scope. The duration of services may be extended by a "Contract Extension" if mutually agreed to in writing. This contract may be renewed on a yearly basis depending on available funds and need of contracted work, whichever comes first. Budget This professional Services Agreement is an indefinite quantity agreement whereby the consultants agrees to furnish services during a prescribed period of times. The specific period of times completes such a contract. The City of Bozeman has established an estimated budgetary ceiling of$70,000 for this agreement. Professional Services Agreement for Architecture Inventory Pro ject FY 2020 Page 15 of 15