HomeMy WebLinkAboutMemorandum of Understanding with HRDC for Joint Development of LandCommission Memo – HRDC/City MOU Page 1
Commission Memorandum
REPORT TO: Honorable Mayor and Commission Members
FROM: Greg Sullivan, City Attorney
Debbie Arkell, Director of Public Services
Chuck Winn, Assistant City Manager
SUBJECT: Memorandum of Understanding with HRDC for the Joint Development of
City Land for the City of Bozeman Vehicle Maintenance and HRDC Bus Storage Joint Facility
MEETING DATE: September 14, 2009
AGENDA ITEM TYPE: Action Item
RECOMMENDATION: Authorize the City Manager to sign the Memorandum of
Understanding with the Human Resources Development Council, Inc. (HRDC) for the Joint
Development of City Land for the City of Bozeman Vehicle Maintenance and HRDC Bus
Storage Joint Facility
BACKGROUND: On March 23, 2009, the Commission authorized staff to "continue working
on the proposal to construct a shared facility for city vehicle maintenance and the Streamline Bus
Barn" and "to enter into a Memorandum of Understanding (MOU) with HRDC for the
construction of a shared facility". On April 6, 2009, the Commission directed staff to bring back
a lease agreement and to design and bid a joint vehicle maintenance building with
HRDC/Streamline.
Tonight you have two actions before you. First, under the previous agenda item, you were asked
to consider approving an Ordinance authorizing the City Manager to enter into a 99-year ground
lease with the HRDC. Second, under this staff report and agenda item, we request you approve a
Memorandum of Understanding with HRDC which discusses the construction and operation of
the joint project.
The attached MOU was formatted from the previously approved MOU with Gallatin County for
the joint 911/Fire Station 3 facility. The document outlines how costs will be allocated for the
development and future operation and maintenance of the joint project. For example, it details
how each party will be allocated costs associated with architectural services, construction, and
utilities, outlines how change orders will be reviewed and approved, and requires each party to
maintain insurance. The MOU specifies five contingencies (Section 6 on page 3 of the MOU)
that must be completed in order for the project to proceed. The Contingency Removal Date is
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October 12, 2009, which is the day after the 60-day bid award period expires. The MOU allows
this contingency date to be extended if the bid award date is extended. The MOU has been
submitted to HRDC for their review, and upon their acceptance will be signed by their Chief
Executive Officer.
FISCAL EFFECTS: The MOU has no direct fiscal effects. The fiscal effects of the project as
a whole have been discussed in previous Commission actions.
ALTERNATIVES: As suggested by the City Commission.
Attachments: Memorandum of Understanding
Report compiled on: September 9, 2009
Cc: Lee Hazelbaker, Director, HRDC/Streamline/Galavan
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HRDC/CITY MOU Page 1
MEMORANDUM OF UNDERSTANDING
FOR THE JOINT DEVELOPMENT OF CITY LAND
FOR CITY OF BOZEMAN VEHICLE MAINTENANCE AND
HRDC BUS STORAGE JOINT FACILITY
THIS AGREEMENT made this ____ day of September, 2009, by and between:
CITY OF BOZEMAN, MONTANA (CITY), 121 North Rouse Avenue, P. O. Box 1230,
Bozeman, MT 59771-1230; and
HUMAN RESOURCE DEVELOPMENT COUNCIL INC., DISTRICT IX (HRDC), 32
South Tracy Avenue, Bozeman, MT 59715.
RECITALS:
WHEREAS, CITY has the need for a vehicle maintenance facility and HRDC has the need for a
bus barn facility to accommodate the Streamline and Galavan public transportation operations;
and
WHEREAS, CITY and HRDC have a mutual interest in pursuing a joint facility for such
operations; and
WHEREAS, CITY owns certain real property which is appropriate to achieve mutual project
goals; and
WHEREAS, on March 23, 2009, the Bozeman City Commission authorized staff to enter into a
Memorandum of Understanding (MOU) with HRDC for the construction of a shared city vehicle
maintenance and Streamline bus barn facility; and
WHEREAS, on April 6, 2009, the Bozeman City Commission directed staff to bring back a
lease agreement and to design and bid a joint vehicle maintenance / Streamline bus barn facility
with HRDC/Streamline; and
WHEREAS, bids received for the project were within the budgets of both parties; and
WHEREAS, CITY and HRDC seek to provide a mechanism to achieve the development of the
joint project on CITY owned property.
NOW, THEREFORE based on mutual consideration, it is understood and agreed that the above
recitals are true and correct, and the parties agree to be bound in pursuit of the construction of a
joint construction project as follows:
1. Project Description. The “Project” shall consist of the joint development of a
25,380+/- square foot vehicle maintenance shop and bus storage facility, with joint
accessory offices, common areas, and vehicle wash station, along with all required
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HRDC/CITY MOU Page 2
site improvements, on CITY owned property located at 1812 North Rouse Avenue,
Bozeman, Montana (“Project Site”). The CITY’s vehicle maintenance facility shall
consist of approximately 10,112 sq.ft. of building space; the HRDC’s bus storage
facility will consist of approximately 10,040 sq.ft. of building space; the joint wash
bay will consist of approximately 1,270 sq. ft. of building space; the joint common
areas will consist of approximately 4,140 sq.ft. of building space. Driving aisles,
parking areas, and landscaping and public access areas will be jointly used.
2. Mutual Project. Upon the satisfaction of the contingencies set forth in Section 6
below CITY and HRDC agree to the following mutually developed design,
development and construction process for the Project. Allocations and costs of
professional services for design and construction, project changes, insurance, utility
extensions and long term operations and management are as follows:
A. Architectural Services. Each party shall be responsible for their own
architectural services and costs, as previously agreed. Each party’s Architect has
entered into a separate agreement among themselves to develop the project as a
team, and will hereinafter be referred to as the “Architect Team”.
B. Construction Representatives. CITY and HRDC has appointed Construction
Representatives who will serve as the principal point of contact for issues that
arise during all stages of the planning, designing, bidding, and construction
scheduling and building. James Goehrung, Facilities Director, will serve as the
CITY representative. Lee Hazelbaker, Director of HRDC/Streamline/Galavan,
will serve as the HRDC representative.
C. Question Resolution. Questions that arise from the Architects or any contractor
will first be brought to the attention of the construction representatives for
answers. For items that have a potential impact on the operation or budget of
either the vehicle maintenance facility or the bus storage facility, the item
needing attention will be discussed with the City Manager and/or the HRDC
Chief Executive Officer prior to issuing a directive. Should an issue require
formal approval by the respective elected body and Board of Directors, the
construction representatives will bring that information to their respective body
for appropriate action.
D. General Contractor. The joint project has been designed and bid as one project.
The award of the contract for construction of the joint project will be awarded to
the lowest responsive bidder, herein referred to as the “General Contractor”,
upon mutual consent of both parties.
E. Payments. During the construction phase of the project, the General Contractor
will submit all payment requests to the Architect Team. The Architect Team
will be responsible for assigning the invoices, or the appropriate portion of the
invoices, to the CITY and HRDC for processing and payment. All costs directly
associated with or attributable to the construction of the Vehicle Maintenance
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facility will be directed to the CITY for payment at 100%. All costs directly
associated with or attributable to the construction of the bus storage facility will
be directed to HRDC for payment at 100%.
All costs associated with common areas shall be divided between the CITY and
HRDC on a 50/50 basis. Costs that are attributable to joint benefit but are related to a
proportional split will be billed according to a cost per square foot price or a quantity
price and billed accordingly to both parties.
In the event of a dispute in assigning costs or the payment of claims, a committee of
the Architect Team, General Contractor, Construction Representatives, City Manager
(or designee), and the HRDC Chief Executive Officer (or designee) will be
responsible for resolving the differences within 15 calendar days.
F. Change Orders. Formal change orders shall be submitted to the Construction
Representatives for appropriate action.
G. Stimulus Funding. Each party has indicated they may utilize Federal or State
Stimulus funding to fund a portion of the project. This funding has specific
recording and reporting requirements. In addition, state and federal stimulus
funding has specific requirements regarding wages, discrimination, and
compliance with other laws. Each party shall be responsible for tracking,
preparing, and submitting their own reports regarding the use of these funds and
shall be solely responsible for complying with all federal and state
requirements.
3. Lease of Land. HRDC shall execute a Lease for the lease of a portion of the Project
Site prior to letting an award of the project. CITY shall give approval to final reading
of Ordinance 1773 authorizing the City Manager to execute the Lease prior to letting
an award of the project.
4. Insurance. HRDC shall acquire and maintain for the term of this Agreement and for
the duration of all construction activity of any kind, liability insurance for personal
injury including death, as well as third party property damage, in the amount of Seven
Hundred Fifty Thousand and no 0/100 Dollars ($750,000.00) for each occurrence
with One Million Five Hundred Thousand and no 0/100 Dollars ($1,500,000.00)
umbrella coverage, and shall name the City as additional insured on the policy. The
City will acquire and maintain comparable insurance through Montana Municipal
Interlocal Authority, self-insurance fund, treating HRDC as an additional named
insured. Each party shall, at all times during the term of this Agreement and the
duration of all construction activity of any kind, and at each party's sole expense,
keep all improvements which are now or hereafter a part of the premises insured
against loss or damage by fire for one hundred percent (100%) of the full replacement
value of such improvements, with loss payable to each party as their interests may
appear. Any loss adjustment shall require the written consent of both City and HRDC.
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5. Utilities. As outlined in the Lease, each party shall be responsible for the payment of
electric and gas utility costs arising out of the construction, occupation and use of
their respective facilities, along with a pro-rata share of the common area utilities.
These costs shall be determined using a formula provided by the Project's mechanical
engineer. As the electric and gas utility costs will be in the CITY's name, CITY will
provide HRDC a copy of the bill with their pro-rata share on it no later than ten (10)
days after the bill is received, and HRDC will submit their payment to the CITY no
later than ten (10) days thereafter.
Monthly water and wastewater costs will initially be split proportionately based on
square footage. Water usage will be monitored and the pro-rate share adjusted if
deemed necessary based on use.
Each party will be responsible for their own telephone and electronic data services
and bills.
6. Mutual Project Contingencies. The CITY’s and HRDC’s participation in the process
of designing, developing and constructing the Project pursuant to Section 4 above is
contingent upon the following:
A. The ability of HRDC to secure a funding grant from the Federal Transit
Authority through the Montana Department of Transportation.
B. Final reading of Ordinance 1773 by the Bozeman City Commission and
execution by HRDC of a Lease for HRDC’s portion of the Project Site.
C. The completion of a final plan for a Subdivision for Sale or Lease.
D. The award of a Final Site Plan approval by the City of Bozeman.
E. The acceptance by both parties of a bid for the project.
The CITY and HRDC shall diligently pursue resolving these contingencies upon
execution hereof. The Contingency Removal Date shall be 5:00 p.m. October 12,
2009, which is the day after the 60-day bid award period expires, unless the bid award
date is extended, then the Contingency Removal Date shall be one day after the
extended date. If the contingencies are not resolved or waived on or before the
above dates, or the dates as mutually extended by the parties in writing, this
Agreement shall be void.
7. Notice. Any notice required or given under this Agreement shall be made by certified
mail or personal delivery to the following:
To CITY: To HRDC:
City Manager Chief Executive Officer
121 N. Rouse Avenue 32 South Tracy Avenue
PO Box 1230 Bozeman, MT 59715
Bozeman, MT 59771
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8. Binding Effect; Amendment. This Agreement shall be binding upon and inure to the
benefit of the parties hereto and their respective successors and assigns. This
Agreement shall be amended or modified only as expressly provided in a writing
signed by the party against which enforcement of such amendment or modification is
sought.
9. Remedies in Case of Breach. Except for disputes regarding payment of claims as
provided for in Section 3.E, above, should either party alleged the other has failed to
comply with the requirements of this Agreement, the party alleging a failure to
comply may, after providing the other party a written notice and a fifteen (15) day
opportunity to cure, take any action available at law or in equity to recover any funds
expended, including the costs of staff time and attorney fees, to include in-house
counsel and the City Attorney, in the course of mitigating the other party's failure to
fulfill the obligations of this Agreement. Each party recognizes failure to comply with
the terms of this Agreement will result in damages to the other party, including
damages resulting from the delay in completion of the joint project including interest
on any outstanding loan amounts and damages resulting from mitigating the
breaching parties failure to comply including expenses related to completing
construction and legal fees and costs. Each party recognizes and agrees that should it
be determined it is in breach of any provision of this agreement, the breaching party
will be responsible for the above described fees and damages that are directly
attributable to its breach.
Prior to bringing an action in law or equity, the parties must, after the period to cure
described above enter into and attempt in good faith to resolve all disputes by non-
binding mediation.
10. Captions. The captions or headings placed upon sections of this Agreement are for
convenience only, do not constitute a part of this Agreement, and shall not limit or
affect in any way the interpretation or construction of this Agreement.
11. Severability. If any part of this Agreement shall be found to be invalid or
unenforceable, such finding shall not affect the validity or enforceability of any other
provisions hereof which can be given effect in the absence of the parts determined to
be invalid or unenforceable.
12. Governing Law. All matters relating to the making, enforcement and performance of
this Agreement shall be governed by the internal laws of the State of Montana.
13. Time Is of the Essence. The time of complying with this Agreement is of the essence
and a violation is a material breach.
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14. Non-Waiver.
A. The waiver or failure to enforce any provision of this Agreement shall not
operate as a waiver of any future breach of any such provision or any other
provision.
B. No covenant, term, or condition of this Agreement shall be deemed waived by
either party unless such waiver shall be reduced to writing and signed by the
parties.
15. Entire Agreement. This document represents the entire and integrated Agreement
between the CITY and HRDC and supersedes all prior negotiations, agreements or
representations, either written or oral. This Agreement may be amended only by
written instrument signed by both CITY and HRDC.
16. Non-Assignment. CITY and HRDC, respectively, bind themselves, their successors,
assigns and legal representatives to the other party with respect to all covenants,
terms, or conditions of this Agreement. Neither CITY nor HRDC shall assign this
Agreement without the written consent of the other.
17. Execution of Agreement. The City of Bozeman Clerk will keep the original
Agreement. An exact unaltered copy of the original Agreement has the same force
and effect as the original.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed and
delivered as of the day and year first above written.
HUMAN RESOURCE DEVELOPMENT
COUNCIL, INC., DISTRICT IX
__________________________________
Jeffrey K. Rupp, Chief Executive Officer
CITY OF BOZEMAN, MONTANA
_________________________________
Chris A. Kukulski, City Manager
ATTEST:
_________________________________
Stacy Ulmen, City Clerk
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