HomeMy WebLinkAboutAGENDA REPORT 2009 0701 CC REG ITEM 10R I--
ITEM 10.13.
CITY OF MOORPARK.CALIFORNIA
City Council Meeting
of 7-/-1'049q
MOORPARK CITY COUNCIL ACTION:
AGENDA REPORT
TO: Honorable City Council
FROM: Yugal K. Lail, City Engineer/Public Works Director
DATE: June 19, 2009 (CC meeting of 07/01/09)
SUBJECT: Consider Agreement for Consultant Services for Real Property Services
BACKGROUND
The City does not maintain an experienced and qualified staff member for real property
services. During the past several years real property services have been provided by
consultants to the City of Moorpark on an as-needed basis for various Capital Improvement
Projects. Hamner, Jewell & Associates (HJA) has provided good services to the City and
has the expertise and qualifications to provide the needed real property services. The
current contract with HJA expired June 30, 2009. During the past fiscal year these services
were used on a very limited basis and the City used only a small portion of the $50,000
contract. It is anticipated that for the next fiscal year these services would be needed for
various capital projects including Princeton Avenue Widening, Los Angeles Avenue
Widening, and Spring Road Widening.
DISCUSSION
It is staffs intention to establish a new agreement with HJA. The agreement includes hourly
rates as attached with annual changes due to cost of living increase for various staff
members at HJA who might be requested for services.
The specific services required from HJA will consist of the tasks and obligations defined in
Task Orders approved by the City in response to specific project scopes of work and
services requested by the City. All tasks requested will be for projects either already
budgeted by the City Council, or brought before the City Council for Budget Amendments.
The City Manager will have authorization to sign individual Task Orders.
FISCAL IMPACT
Any services requested by the City from HJA will have already been budgeted by the City.
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Honorable City Council
July 1, 2009
Page 2
STAFF RECOMMENDATION
Authorize the City Manager to sign the agreement for real property services with HJA in an
amount not to exceed $100,000 in FY 2009/10, and with the option to extend the
agreement for the next two years subject to final language approval by the City Manager
and City Attorney.
Attachment A: Draft Agreement for Professional Services
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Attachment A
AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN THE CITY OF MOORPARK AND BEACON
INTEGRATED PROFESSIONAL RESOURCES, INC. DBA
HAMNER, JEWELL AND ASSOCIATES FOR REAL
PROPERTY SERVICES
This Agreement is made and entered into in the City of Moorpark on this
day of , 2009, by and between the City of Moorpark ("City"), a public
body, corporate and political, and Beacon Integrated Professional Resources, Inc. dba
Hamner, Jewell and Associates, a California corporation providing real property
services ("Consultant"). In consideration of the mutual covenants and conditions set
forth herein, the parties agree as follows:
I. Term
This Agreement shall commence on and shall
remain and continue in effect until June 30, 2011, unless extended or terminated as
provided for herein.
2. Scope of Services
a) City hereby retains Consultant in a contractual capacity to perform right-of-
way acquisition services as set forth in Exhibit A (Scope of Services), attached hereto
and incorporated herein. The provisions contained in this Agreement will supersede any
conflicting provisions in Exhibit A.
b) The specific services required of Consultant under this Agreement will consist
of the tasks and obligations defined in Task Orders approved by the City and
Consultant, in response to specific project scopes of work and services requested by
City. Any duly executed and approved Task Order will become a part of this Agreement.
The standard form for the Task Order is set forth in Exhibit A.
c) The maximum Not-to-Exceed amount of compensation which may be
authorized by any individual Task Order shall not exceed the total price listed in Section
5a.
d) All combined Task Orders' compensation shall not exceed the total price listed
in Section 5a.
e) Consulting services required by the City will be provided on an as-needed
basis with the City determining and advising Consultant as to when specific services are
required to be performed or completed by Consultant.
f) All services shall be performed to the satisfaction of the City. All services shall
be performed according to standards then prevailing in the property acquisition
profession.
Professional Services Agreement between
City of Moorpark and Hamner,Jewell and Associates, Inc.
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g) Consultant will, in a professional manner, furnish all of the labor, technical,
administrative, professional and other personnel, all supplies and materials, equipment,
printing, vehicles, transportation, office space and facilities, and all tests, testing and
analyses, calculations, and all other means whatsoever, except as herein otherwise
expressly specified to be furnished by the City, necessary or proper to perform and
complete the work and provide the professional services required of Consultant by this
Agreement.
3. Performance
Consultant shall at all times faithfully, competently and to the best of his/her
ability, experience, and talent, perform all tasks described herein. Consultant shall
employ, at a minimum, generally accepted standards and practices utilized by persons
engaged in providing similar services as are required of Consultant hereunder to meet
its obligations under this Agreement.
4. Responsible Individuals
The individual directly responsible for Consultant's overall performance of the
Agreement provisions herein above set forth and to serve as principal liaison between
Consultant and City shall be Heather Johnson.
The City Manager, or his designee, shall represent City in all matters pertaining
to the administration of this Agreement, review and approval of all products submitted
by Consultant. The City Manager is authorized to act on City's behalf to execute all
necessary documents which increase the scope of services or change Consultant's
compensation, subject to Section 5 hereof.
5. Payment
a) For providing services as specified in this Agreement, City shall pay and
Consultant shall receive as full compensation a total sum based on fees as shown in
Exhibit B (Time and Materials Fee Schedule), not to exceed a total price of$100,000 for
all requested Task Orders during the Term of this Agreement.
b) In the event that additional work is required of Consultant, beyond the Scope
of Work for this Agreement, Consultant may be authorized to undertake and complete
such additional work only if such authorization is provided in writing, identifying the
exact nature of the additional work required and a "not-to-exceed" fee to be paid by the
City for such work.
c) Consultant will submit invoices at the completion of each of the tasks. Invoices
shall be submitted on or about the first business day of the month, or as soon thereafter
as practical, for services provided. Any expense on any invoice shall have appropriate
documentation to be considered for payment. Payment shall be made within 30-days of
Professional Services Agreement between
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of Consultant's fees it shall give written notice to Consultant within 15-days of receipt of
an invoice of any disputed fees set forth on the invoice.
6. Incorporation by Reference
All exhibits herein referenced are hereby incorporated into and made a part of
the Agreement.
7. Suspension or Termination of Agreement without Cause
a) The City may at any time, for any reason, with or without cause, suspend or
terminate this Agreement, or any portion hereof, by serving upon the Consultant.at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
b) In the event this Agreement is terminated pursuant to this Section, City shall
pay to Consultant the actual value of the work performed up to the time of the
termination, provided that the work performed is of value to City. Upon termination of
the Agreement pursuant to this Section, Consultant will submit an invoice to City
pursuant to Section 5.
8. Default of Consultant
a) The Consultant's failure to comply with the provisions of this Agreement shall
constitute a default. In the event that Consultant is in default for cause under the terms
of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate this
Agreement immediately by written notice to the Consultant. If such failure by the
Consultant to make progress in the performance of work hereunder arises out of causes
beyond the Consultant's control, and without fault or negligence of the Consultant, it
shall not be considered a default.
b) If the City Manager or his designee determines that the Consultant is in default
in the performance of any terms or conditions of this Agreement, the City Manager shall
cause to be served upon the Consultant a written notice of the default. The Consultant
shall have ten (10) days after service of said notice in which to cure the default by
rendering a satisfactory performance. In the event that the Consultant fails to cure its
default within such period of time, the City shall have the right, notwithstanding any
other provision of this Agreement, to terminate this Agreement without further notice
and without prejudice to any other remedy to which it may be entitled at law, in equity or
under this Agreement.
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 190
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9. Indemnification for Professional Liability
Consultant agrees to indemnify, protect, defend, and hold harmless the City, and
any and all of its officials, employees, and agents from and against any and all losses,
liabilities, damages, costs and expenses, including attorney's fees and costs to the
extent same are caused in whole or in part by any negligent or wrongful act, error or
omission of Consultant, its officers, agents, employees or sub-consultants in the,
performance of professional services under this Agreement.
10. Indemnification for Other than Professional Liability
Other than in the performance of professional services and to the full extent
permitted by law, Consultant shall indemnify, defend, and hold harmless City, and any
and all of its officials, employees and agents from and against any liability (including
liability for claims, suits, actions, arbitration proceedings, administrative proceedings,
regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged
or threatened, including attorneys fees and costs, court costs, interest, defense costs,
and expert witness fees), where the same arise out of, or are a consequence of, or are
in any way attributable to, in whole or in part, the performance of this Agreement by
Consultant or by any individual or entity for which Consultant is legally liable, including
but not limited to officers, agents, employees, subconsultants, or contractors and
subcontractors of Consultant. The provisions of this Paragraph are not intended to
cover claims associated with condemnation, inverse condemnation, or construction
damage claims.
11. General Indemnification Provisions
Consultant agrees to obtain executed indemnity agreements with provisions
identical to those set forth here in this section from each and every subconsultant,
contractor, subcontractor, or any other person or entity involved by, for, with, or on
behalf of Consultant in the performance of this Agreement. In the event Consultant fails
to obtain such indemnity obligations from others as required here, Consultant agrees to
be fully responsible according to the terms of this section. Failure of City to monitor
compliance with these requirements imposes no additional obligations on City and will
in no way act as a waiver of any rights hereunder. This obligation to indemnify and
defend City as set forth here is binding on the successors, assigns or heirs of
Consultant and shall survive the termination of this agreement or this section.
City does not and shall not waive any rights that it may have against Consultant
by reason of this Section, because of the acceptance by City, or the deposit with City, of
any insurance policy or certificate required pursuant to this Agreement. The hold
harmless and indemnification provisions shall apply regardless of whether or not said
insurance policies are determined to be applicable to any losses, liabilities, damages,
costs and expenses described in Sections 9 and 10 of this Agreement_
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 191
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12. Insurance
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Attachment 1 attached to and made part
of this Agreement.
13. Independent Consultant
a) Consultant is and shall at all times remain as to the City a wholly independent
Consultant. The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant's exclusive direction and control.
Neither City nor any of its officers, employees, or agents shall have control over the
conduct of Consultant or any of Consultant's officers, employees, or agents, except as
set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers,
employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability whatever against City, or bind City in any manner.
b) No employee benefits shall be available to Consultant in connection with the
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, or other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
14. Notices
Any notices which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by 1) personal service, 2)
delivery by a reputable document delivery service, which provides a receipt showing
date and time of delivery, or 3) mailing in the United States Mail, certified mail, postage
prepaid, return receipt requested, addressed to the address of the party as set forth
below or at any other address as that party may later designate by notice:
City: City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
Attn: City Manager
Consultant: Hamner, Jewell and Associates
4476 Market Street, Suite 601
Ventura, CA 93003
Attention: Lillian D. Jewell, President
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 192
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15. Assignment
The Consultant shall not assign the performance of this Agreement, nor any part
thereof, nor any monies due hereunder, without prior written consent of the City. It is
understood and acknowledged by the parties that Consultant is uniquely qualified to
perform the services provided for in this Agreement.
16. Entire Agreement.
This written Agreement, including all writings specifically incorporated herein by
reference, shall constitute the complete Agreement between the parties hereto. No oral
agreement, understanding, or representation not reduced to writing and specifically
incorporated herein shall be of any force or effect, nor shall any such oral agreement,
understanding, or representation be binding on the parties hereto. Should interpretation
of this Agreement, or any portion thereof, be necessary, it is deemed that this
Agreement was prepared by the parties jointly and equally, and shall not be interpreted
against either party on the ground that the party prepared the Agreement or caused it to
be prepared. No waiver of any provision of this Agreement shall be deemed or shall
constitute, a waiver of any other provision, whether or not similar, nor shall any such
waiver constitute a continuing or subsequent waiver of the same provisions. No waiver
shall be binding, unless executed in writing by the party making the waiver.
17. Anti-Discrimination
In the performance of the terms of this Agreement, Consultant agrees that it will
not engage in, nor permit such subcontractors as it may employ, to engage in
discrimination in employment of persons because of the age, race, color, creed, sex,
sexual orientation, national origin, ancestry, religion, physical disability, medical
disability, medical condition, or marital status of such persons. Violation of this
provision may result in the imposition of penalties referred to in the Labor Code of the
State of California Section 1735.
18. General Conditions
a) Consultant agrees not to work for any private firm located within the City limits
or its Area of Interest, or for any public City where its jurisdiction includes all or part of
the City without the prior written consent of the City, during the term of this Agreement.
Furthermore, Consultant agrees to limit its actions related to economic interest and
potential or real conflicts of interest as such as defined by applicable State law to the
same standards and requirements for designated City employees.
b) City shall not be called upon to assume any liability for the direct payment of
any salary, wage or other compensation to any person employed by Consultant
performing services hereunder for City.
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 193
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c) At the time of 1) termination of this Agreement or 2) conclusion of all work, all
original reports, documents, calculations, computer files, notes, and other related
materials whether prepared by Consultant or its subcontractor(s) or obtained in the
course of providing the services to be performed pursuant to this Agreement shall
become the sole property of City. Any word processing computer files provided to City
shall use Microsoft Word for Windows software.
d) Nothing contained in this Agreement shall be deemed, construed or
represented by City or Consultant or by any third person to create the relationship of
principal or agent, or of a partnership, or of a joint venture, or of any other association of
any kind or nature between City and Consultant.
e) In the event any action, suit or proceeding is brought for the enforcement of, or
the declaration of any right or obligation pursuant to this Agreement or as a result of any
alleged breach of any provision of this Agreement, the prevailing party shall be entitled
to recover its costs and expenses, including reasonable attorney's fees, from the losing
party, and any judgment or decree rendered in such a proceeding shall include an
award thereof.
f) Cases involving a dispute between City and Consultant may be decided by an
arbitrator if both sides agree in writing on the arbitration and on the arbitrator selected,
with costs proportional to the judgment of the arbitrator.
g) The captions and headings of the various Sections and Exhibits of this
Agreement are for convenience and identification only and shall not be deemed to limit
or define the content of the respective Sections and Exhibits hereof.
h) If any portion of this Agreement is held by a court of competent jurisdiction to
be invalid, void, or unenforceable, the remaining provisions will never-the-less continue
in full force without being impaired or invalidated in any way.
i) No officer, employee, director or agent of the City shall participate in any
decision relating to this Agreement which affects the individual personal interest or the
interest of any corporation, partnership, or association in which he is directly or indirectly
interested, or shall any such person have any interest, direct or indirect, in this
Agreement or the provisions thereof.
19. Governing Law
The City and Consultant understand and agree that the laws of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement.
This Agreement is made, entered into, and executed in Ventura County,
California, and any action filed in any court or for arbitration for the interpretation,
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 194
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enforcement or other action of the terms, conditions or covenants referred to herein
shall be filed in the applicable court in Ventura County, California.
20. Authority to Execute this Agreement
The person or persons executing this Agreement on behalf of Consultant
warrants and represents that this individual has the authority to execute this Agreement
on behalf of the Consultant and has the authority to bind Consultant to the performance
of its obligations hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF MOORPARK: CONSULTANT:
Beacon Integrated Professional
Resources, Inc. dba
Hamner, Jewell and Associates
Steven Kueny Lillian D. Jewell
City Manager President
ATTEST:
Deborah S. Traffenstedt, City Clerk
Exhibit "A": Scope of Services
Exhibit "B": Time and Materials Fee Schedule
Attachment "1": Insurance Requirements
Professional Services Agreement between
City of Moorpark and Hamner,Jewell and Associates, Inc.
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EXHIBIT A
Scope of Services
A. General Scope of Work: Consultant will provide governmental real estate
services, including, property investigations and obtaining preliminary title reports;
initial contacts with property owners regarding willingness to sell; preparation and
processing of easements, right-of-way and sale agreements; obtaining real
property appraisals; relocation services; property disposition. Services will be
provided by Consultant on projects as authorized and directed by the City under
a duly executed and approved Task Order. Consultant will, in the performance of
this Agreement, maintain close communications with the City Project Manager or
his/her representative. No services will be performed on any specific project until
the City has issued a written Notice to Proceed to Consultant for that particular
project.
B. Performance of Work: Consultant's professional services shall be performed by,
or shall be immediately supervised by, a person or persons licensed by the
California Department of Real Estate. A specific individual employee by
Consultant, and approved by the City, shall be assigned as Project Manager for
each specific project defined in the Task Order.
C. Work Tasks: Upon request by City, Consultant will perform the following tasks in
support of projects requiring property acquisition:
1. Perform preliminary property investigations, including obtaining County
Assessor information and review of previous correspondence and
contacts with Owner. Review project plans and visit site with City staff.
2. Obtain and review preliminary title reports.
3. Make initial and follow-up contacts with property owners regarding
willingness to sell. Respond to owner's requests for information. Receive,
review and transmit information from property owners to City.
4. Obtain and review real property appraisals. Report format will comply with
the standards of the Appraisal Institute.
5. Assist City with acquisition price negotiations.
6. Confer with City Attorney and assist with preparation for eminent domain
proceedings.
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 196
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7. Prepare and process easement and right-of-way agreements, purchase
offers, appraisal summary statements, and Grant Deeds. Present
documents to owners.
8. Provide for recordation of deeds.
9. Perform other real estate consulting services and related matters as
requested by the City.
10.When Federal or State funding is involved, as directed, perform all above
tasks in conformance with State or Federal procedures and requirements.
11.When necessary, perform tasks related to and/or required in order to
transfer to Caltrans, rights-of-way acquired along a State Highway.
D. Individual Project Task Orders: Upon request by the City, Consultant will submit
for City review and individual project proposal including all information required to
complete a Task Order for the individual project. A sample Task Order form is
attached as a part of this Exhibit A
The Task Order proposal will identify the specific tasks to be performed by
Consultant. Tasks will be listed in chronological order reflecting the entire scope
of work as requested by the City, along with an estimated cost per task and sub-
task and a combined Not-to-Exceed cost.
Proposals will contain the names and titles of Consultant's personnel assigned to
perform the work and specifically identify the individual who will be the Project
Manager.
Proposals will contain a project schedule indicating the various tasks and
estimated time required to complete each task. Consultant's project schedule will
reflect all work to be performed by Consultant for initial execution through
completion, and shall include ample time for City reviews and approvals where
necessary.
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 197
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SAMPLE CITY OF MOORPARK SAMPLE
TASK ORDER
PROPERTY ACQUISITION SERVICES
Reference Agreement No.: XXXX - XX
Task Order No.: X
Consultant: Hamner, Jewell & Associates
Date of Original Agreement: XX/XX/XXXX
Date of This Task Order:
Purchase Order Number:
Project Title
A. Project Description
[General description of the project and the property services required for the
project.]
B. Description of Services
Consultant shall perform the following services pursuant to this Task Order:
[List of tasks and sub-tasks required to be performed.]
C. Schedule
Consultant shall complete the services described above with from the
date of the Notice to Proceed.
[Schedule may be a more detailed list of sub-tasks and due dates, such as a bar
chart.]
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 198
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Sample
Task Order No.
Agreement No.
D. Compensation
Consultant shall be compensated for the services completed under this Task Order
in the amount Not-to-Exceed
[Compensation may be set forth in a list broken down by tasks and sub-tasks].
E. City's Responsibilities
City shall provide the following information, reports, documents, etc. required for the
performance of the Consultant under this Task Order:
[List of reports, services, etc. (i.e. appraisals, title reports, legal descriptions, etc)
to be provided by the City.]
F. Project Managers
1. City's Project Manager:
2. Consultant's Project Manager:
G. Agreement Provisions
All other provisions of the above mentioned Agreement shall remain in full force and
effect.
CITY OF MOORPARK CONSULTANT
Steven Kueny, City Manager Lillian D. Jewell, President
Date Date
Professional Services Agreement between
City of Moorpark and Hamner, Jewell and Associates, Inc. 199
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Page 13 Exhibit B
HAMNER, JEWELL AND ASSOCIATES
a division of BEACON INTEGRATED PROFESSIONAL RESOURCES,INC.
2009
TIME AND MATERIALS FEE SCHEDULE
For Annual and Multi-Annual Professional Services Contract Clients
Managing Senior Associate $160 an hour
Legal Support $160 an hour*
Senior Associate II $145 an hour
Senior Associate I $120 an hour
Associates II $100 an hour
Associates I $ 90 an hour
Assistants $ 70 an hour
These rates are inclusive of secretarial support and general office expenses, overhead, and profit.
Reimbursable costs that may be passed through to the client as additional expenses include travel
expenses (based upon the standard IRS mileage reimbursement rate, or actual expenses for travel
outside of the tri-county area of Ventura, Santa Barbara, and San Luis Obispo), special handling
fees such as certified, express mail, and delivery charges, photography and third party photocopy
expenses, certain project/client-specific telephone expenses, and other charges made by third
parties in connection with performing the scope of services. Such third party expenses may
include, but are not limited to, such costs as moving bid fees, title and escrow company charges,
and appraisal fees. Fees charged by insurance companies for issuing insurance certificates for
client per contract requirements will also be billed through to client for reimbursement.
All third party expenses will be billed to the client at cost plus 10%, with appropriate invoices or
other appropriate documentation provided for reference. Mileage and travel costs will be passed
through without mark-up.
Statements for work shall be rendered monthly. Payments are due within 30 days.
At all times, by pre-directive, our clients may structure and direct our efforts and general time
expenditures so as to maintain control of the course and cost of our services.
Rates may be adjusted on January 1 of any year, with thirty days advance written notice, with
maximum adjustment based upon the published CPI..
* At the request of several of our clients, this billing rate category has been added specifically in relation to the
qualifications and services of Robert McDowell and Cathy Springford who, as licensed attorneys, can provide cost
effective support and coordination with client legal counselors. Hamner, Jewell and Associates does not, however,
provide legal representation or counsel; We work closely with the legal counsel of our clients to cost effectively
assist in resolving any legal matters associated with services we provide.
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Attachment 1
Insurance Requirements
Prior to the beginning of and throughout the duration of Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet requirements set forth here, Consultant agrees to amend, supplement or endorse
the existing coverage to do so. Consultant acknowledges that the insurance coverage
and policy limits set forth in this section constitute the minimum amount of coverage
required. Any insurance proceeds available to the City in excess of the limits and
coverage required in this Agreement and which is applicable to a given loss, will be
available to the City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office (ISO)
"Commercial General Liability" policy form CG 00 01 or the exact equivalent. Defense
costs must be paid in addition to limits. There shall be no cross liability exclusion for
claims or suits by one insured against another. Limits are subject to review but in no
event less than $1,000,000 per occurrence for all covered losses and no less than
$2,000,000 general aggregate.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no
event to be less than $1,000,000 per accident. If Consultant owns no vehicles, this
requirement may be satisfied by a non-owned auto endorsement to the general liability
policy described above. If Consultant or Consultant's employees will use personal
autos in any way on this project, Consultant shall provide evidence of personal auto
liability for each such person.
Workers' Compensation on a state-approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit
requirements, shall provide coverage at least as broad as specified for the underlying
coverages. Any such coverage provided under an umbrella liability policy shall include
a drop down provision providing primary coverage above a maximum $25,000 self-
insured retention for liability not covered by primary but covered by umbrella. Coverage
shall be provided on a "pay on behalf' basis, with defense costs payable in addition to
policy limits. Policy shall contain a provision obligating insurer at the time insured's
liability is determined, not requiring actual payment by the insured first. There shall be
no cross liability exclusion precluding coverage for claims or suits by one insured
against another. Coverage shall be applicable to the City for injury to employees of
Professional Services Agreement between
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Consultant, subconsultants or others involved in the Work. The scope of coverage
provided is subject to approval by the City following receipt of proof of insurance as
required herein. Limits are subject to review but in no event less than $1,000,000 per
occurrence.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designed to protect against acts, error or
omissions of the Consultant and "Covered Professional Services" as designated in the
policy must specifically include work performed under this Agreement. The policy limit
shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay
on behalf of the insured and must include a provision establishing the insurer's duty to
defend. The policy retroactive date shall be on or before the effective date of this
Agreement.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the State of California and with an A.M. Bests rating of A- or better
and a minimum financial size of VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and the City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability
coverage required herein to include as additional insureds the City, its officials,
employees and agents, using standard ISO endorsement CG 2010 with an
edition prior to 1992. Consultant also agrees to require all contractors and
subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall
prohibit Consultant, or Consultant's employees, or agents, from waiving the right
to subrogation prior to a loss. Consultant agrees to waive subrogation rights
against the City regardless of the applicability of any insurance proceeds, and to
require all contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or
applicable to this Agreement are intended to apply to the full extent of the
policies. Nothing contained in this Agreement or any other agreement relating to
the City or its operation limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include limiting endorsement of any kind that has not been
first submitted to the City and approved in writing.
5. No liability policy shall contain any provision or definition that would serve to
eliminate so-called "third party action over" claims, including any exclusion for
bodily injury to an employee of the insured or of any contractor or subcontractor.
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6. All coverage types and limits required are subject to approval, modification and
additional requirements by the City, as the need arises. Consultant shall not
make any reductions in scope of coverage (e.g. elimination of contractual liability
or reduction of discovery period) that may affect the City's protection without the
City's prior written consent.
7. Proof of compliance with these insurance requirements, consisting of certificates
of insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant's general liability policy, shall be delivered to city at or
prior to the execution of this Agreement. In the event such proof of any
insurance is not delivered as required, or in the event such insurance is canceled
at any time and no replacement coverage is provided, the City has the right, but
not the duty, to obtain any insurance it deems necessary to protect its interests
under this or any other Agreement and to pay the premium. Any premium so
paid by the City shall be charged to and promptly paid by Consultant or deducted
from sums due Consultant, at the City's option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to the City
of any cancellation of coverage. Consultant agrees to require its insurer to
modify such certificates to delete any exculpatory wording stating that failure of
the insurer to mail written notice of cancellation imposes no obligation, or that
any party will "endeavor" (as opposed to being required) to comply with the
requirements of the certificate.
9. It is acknowledged by the parties of this Agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply
first and on a primary, non-contributing basis in relation to any other insurance or
self insurance available to the City.
10. Consultant agrees to ensure that subcontractors, and any other party involved
with the Work who is brought onto or involved in the Work by Consultant, provide
the same minimum insurance required of Consultant. Consultant agrees to
monitor and review all such coverage and assumes all responsibility for ensuring
that such coverage is provided in conformity with the requirements of this
section. Consultant agrees that upon request, all agreements with
subcontractors and others engaged in the Work will be submitted to the City for
review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees
that it will not allow any contractor, subcontractor, Architect, Engineer, or other
entity or person in any way involved in the performance of Work contemplated by
this Agreement to self-insure its obligations to the City. If Consultant's existing
coverage includes a deductible or self-insured retention, the deductible or self-
insured retention must be declared to the City. At that time, the City shall review
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options with the Consultant, which may include reduction or elimination of the
deductible or self-insured retention, substitution of other coverage, or other
solutions.
12. The City reserves the right at any time during the term of the Agreement to
change the amounts and types of insurance required by giving the Consultant 90
days advance written notice of such change. If such change results in
substantial additional cost to the Consultant, the City will negotiate additional
compensation proportional to the increased benefit to the City_
13. For purposes of applying insurance coverage only, this Agreement will be
deemed to have been executed immediately upon any party hereto taking any
steps that can be deemed to be in furtherance of or towards performance of this
Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on the
part of the City to inform Consultant of non-compliance with an insurance
requirement in no way imposes any additional obligations to the City nor does it
waive any rights hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as the City, or its
employees or agents face an exposure from operations of any type pursuant to
this Agreement. This obligation applies whether or not the Agreement is
canceled or terminated for any reason. Termination of this obligation is not
effective until the City executes a written statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has
been ordered shall be submitted prior to expiration. As coverage binder or letter
from Consultant's insurance agent to this effect is acceptable. A certificate of
insurance and/or additional insured endorsement as required in these
specifications applicable to the renewing or new coverage must be provided to
the City within five days of the expiration of coverage.
17. The provisions of any Workers' Compensation or similar act will not limit the
obligations of Consultant under this Agreement. Consultant expressly agrees not
to use any statutory immunity defenses under such laws with respect to the City,
its employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this section are
not intended as limitations on coverage, limits or other requirements nor as a
waiver of any coverage normally provided by any given policy. Specific
reference to a given coverage feature is for purposes of clarification only as it
pertains to a given issue, and is not intended by any party or insured to be
limiting or all-inclusive.
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19. These insurance requirements are intended to be separate and distinct from any
other provision in this Agreement and are intended by the parties here to be
interpreted as such.
20. The requirements in this section supersede all other sections and provisions of
this Agreement to the extent that any other section or provision conflicts or
impairs the provisions of this section.
21. Consultant agrees to be responsible for ensuring that no contract used by any
party involved in any way with the Work reserves the right to charge the City or
Consultant for the cost of additional insurance coverage required by this
Agreement. Any such provisions are to be deleted with reference to the City. It
is not the intent of the City to reimburse any third party for the cost of complying
with these requirements. There shall be no recourse against the City for
payment of premiums or other amounts with respect thereto.
22. Consultant agrees to provide immediate notice to City of any claim or loss
against Consultant arising out of the work performed under this Agreement. The
City assumes no obligation or liability by such notice, but has the right (but not
the duty) to monitor the handling of any such claim or claims if they are likely to
involve the City.
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