HomeMy WebLinkAboutAgenda Report - July 5, 1995 (49)CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Professional Services Agreements for Central City Revitalization Assessment District
MEETING DATE: July 5, 1995
PREPARED BY: Public Works Director
RECOMMENDED ACTION: That the City Council authorize the City Manager to execute professional
services agreements with Timothy J. Hachman, Attorney at Law, for bond
counsel services., and Kjeldsen-Sinnock & Neudeck, Inc. for assessment
district engineering services.
BACKGROUND INFORMATION: At its June 14, 1995 meeting, the City Council approved a professional
services agreement with Freedman Tung & Bottomley (FTB) for design
services for the Central City Revitalization Project. At that meeting, and
at the April 12, 1995 meeting when the Concept Plan was approved, staff
indicated that formation of the assessment district outlined in the Plan would require the services of an
assessment engineer and bond counsel.
By law, bond counsel services cannot be performed by the City Attorney. Timothy Hachman has performed
this function for the City in previous districts and was approved by the Council at the April 12 meeting,
although a formal agreement was not made at that time. This agreement has been prepared and is attached
as Exhibit A. Basically, the bond counsel is responsible for all the legal proceedings involved in establishing
an assessment district, as described in Section 1(a) of the agreement. His compensation, described in
Section 1(b), amounts to $10,000 plus one percent of the total assessments and direct expenses. The
compensation is payable from bond proceeds and the City is not obligated to pay any fees from other
sources.
The district engineer prepares the "Engineer's Report", which establishes the district and zone boundaries,
prepares the assessment maps and spreads the cost of the improvements to the various parcels. The
preliminary report will be done in early September and the required public meeting and public hearing will be
held in October. At the April 12 meeting, staff indicated a preference that FTB's civil engineering
subconsultant (Cella -Barr Associates) handle these tasks. At the June 14 meeting, staff indicated this had not
worked out and that we were discussing the matter with Baumbach & Piazza of Lodi and Kjeldsen-Sinnock &
Neudeck of Stockton. They have joined forces and have prepared the attached scope of work and agreement
(Exhibit B). Their compensation, on a time -and -materials basis, will not exceed $86,500 unless additional
meetings, over the many already included in the scope, are called by the City. This agreement has been
reviewed by the City Attorney and will be signed by him prior to execution by the City Manager.
FUNDING: Capital Outlay Reserve
Jack . Ronsko
ubl' Works Director
Richard C. Prima, Jr, City Engineer
Attachments
cc: Finance Director
Economic Development Coordinator
Central City Revitalization Task Force
APPROVED:
THOMAS A. PETERSON recycled paper
City Manager
CCRPRFSV.DOC 06128195CC-1
EXHIBIT A
-Ab 2EEMENT FOR LEGAL SERVICES
LODI CENTRAL CITY REVITALIZATION ASSESSI4HINT DUMCT NO. 95-1
CITY OF LODI
SAN JOAQUIN COUNTY, CALIFORNIA
THIS AGREEMENT is made and entered into 1995, at Lodi.
California, by `and between the CITY OF LODI, a municipal corporation of the State of
California (the "City"), and TIMOTHY J. HACHMAN, Attorney at Law, Stockton,
California ("Attorney").
1. City proposes to institute proceedings for the acquisition and construction of
public improvements in a special assessment district ("District") and to finance the cost
thereof by the issuance of bonds under the Improvement Bond Act of 1915, California
Streets and Highways Code, sections 8500, et seq. (the "Act").
2. City requires the advice and assistance of bond counsel in such proceedings,
and the public interest and convenience will be served by this Agreement. . .
COVENANTS:
The parties hereto mutually agree as follows:
1. RESPONSIBILITIES AND ' COMPENSATION OF ATTORNEY:
(a) Attorney shall consult with City's administrative officers and assist in the
formulation of a coordinated financial, engineering and legal program for the proceedings
and the project, and perform the following services:
(i) Confer with the Engineer of Work as to the sufficiency of the
engineering documents to be prepared in the proceedings, review the documents
for compliance with law, and provide such legal forms as may be required for legal
adequacy.
(ii) Prepare all resolutions, notices, affidavits, consents, waivers, and
documents of a legal nature necessary for the conduct of an effective, legal bond
proceeding, together with instructions as to filing and recording maps and
documents, and publication, posting and/or mailing of any such documents to
assure jurisdiction at any public hearing.
(iii) Attend all meetings of the City Council or other public bodies
relating to the proceedings and other public or staff meetings deemed necessary
for the proper conduct of the proceedings, or when called upon by City, and obtain
and assist in the presentation of substantial evidence to support any findings made
by the Council at the conclusion of any public hearing.
(iv) Confer with and advise City and the Engineer of Work concerning
notice inviting bids, bids received, contracts awarded, bonds for the construction
of any public impr9vements financed in said proceedings, and the performance of
the work to its final' completion and acceptance by City.
(v) Confer with and advise City and its Underwriter with respect to the
sale of the bonds, and the printing and delivery of the bonds; prepare and provide
receipts and closing documents as required to accompany the delivery of the
bonds; and provide his legal opinion approving the legality of the proceedings for
the authorization, issuance, sale and delivery of the bonds.
(b)., Compensation for the above services shall be the sum of Ten Thousand
Dollars ($10,000), plus 1% of the total assessments.
(i) The compensation is payable and shall be paid solely from the proceeds
of bonds to be issued pursuant to such proceedings, and City incurs no obligation to
pay such compensation from any other source.
(ii) Attorney shall be reimbursed from the bond proceeds for the direct
cost of clerical and word processing services, long distance telephone tolls, filing,
recording, printing and/or publication costs or fees incurred in rendering the
required services enumerated under subparagraph (a) above.
(iii) The foregoing compensation does not include any services to be
rendered by Attorney relating to acquisition of lands, easements, or properties, or
in eminent domain proceedings or any other litigation involving the City or
directed by City to be undertaken by Attorney. Compensation for any. such
excluded services which Attorney is directed to render. shall be made on a
reasonable fee basis to be agreed upon.
2. RESPONSIBILITIES OF CITY:
The City shall cooperate with the Attorney and shall furnish Attorney with
certified copies of all proceedings taken by the City, or other documents deemed
necessary by Attorney to render an opinion upon the validity of the proceedings, and shall
pay to the Attorney from the proceeds of the bonds issued the compensation and costs
incurred by the Attorney as set forth in paragraph 1 above.
3. AUTHORITY AND STATUS OF ATTORNEY:
It is understood that neither the Attorney, nor any individual representing the
Attorney, possesses any authority with respect to any decision of the City Council or any
City official, beyond the rendition of information, advice, recommendation, or counsel.
Attorney is an independent contractor and not an employee of the City and is responsible
for all obligations consistent with that status. Attorney shall furnish to City evidence of
insurance, reasonably satisfactory to the City's Finance Director, for the following
coverages:
Professional Liability coverage for not less than $500,000; and
Automobile and General Liability coverage for not less than $500,000.
6a
4. TERMINATION bFAGREEMENT:
This Agreement may be terminated by the City by giving written notice to the
Attorney with or without cause, or may be modified by mutual consent of the parties at
any time. In the event of termination, all finished and unfinished documents, exhibits,
project data, Ireports, and evidence shall, at the option of City, become its property and
shall be delivered to City by the Attorney.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of
the date first above written.
ATTEST:
JENNIFER M. PERRIN, City Cleric
Approved as to Form:
ityA5Riiey
CITY OF LODI
By
THOMAS PETERSON, City Manager
TIMOTHY J. HACHMAN
—3—
C
T;,isform ofagreement Agreement Between Client and Consultant
is distribLited by the:
C E LS O C Form A was developed by the ConsuAing Engineers and Land Surveyors of California. The form
is intended primarily for the use of CELSOC members and may not be reproduced without the
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permissionof theConqutting Engineers and Land Surveyors of California Copyright 1994,1991,
7993, 1987, 1984, 198"2, 1979, 7978, 1975, 1973, 1970 and 1967.
Agreement entered into at
EXHIBIT B
Client Inial Currsmtant fnsmis I
I
r
Project No.
made this day of ,19 , by and between
Client: Consultant:
Name City of Codi Name Kjeldsen-Sinnock & Neudeck, Inc.
Address 221 W. Pine St. (P. 0. Box 3006) Address 1113 W. Fremont St. (P. 0. Box 844)
Lodi, CV 95240 Stockton, CA 95201-0844
Phone (209) 333=6706 Phone (209) 946-0268
FAX (209) 333-6842 FAX (209) 946-0296
Client And Consultant Agree As Follows:
Client intends to:
Form an assessment district for the Central City Revitalization Project as described in
the Concept Plan approved by the City Council on April 12, 1995.
hereinafter called "project."
A. Consultant agrees to perform the following scope of services:
Provide district engineer services as required by law per the Scope of Work --Exhibit A.
B. Client agrees to compensate consultant for such services as follows:
Time and materials, per Exhibit B, not to exceed $
C_ This Agreement is subject to provisions 1 through 47 contained herein, and the terms and conditions contained in
initialed exhibits attached herewith and made a part.hereof. (List exhibits below.)
Supplementary conditions - Exhibit C
Provisions of Agreement
Client and consultant agree that the following provisions shall force or effect Subsequent modifications to this agreement shall be
be part of their agreement: in writing and signed by both client and consultant.
1. This agreement shall be binding upon the heirs, executors, 4. Consultant's waiver of any term, condition, or covenant, or
administrators, successors and assigns of client and consultant. breach of any term, condition, or covenant, shall not constitute the
2. This agreement shall not be assigned by either client or waiverof any otherterm, condition, orcovenant, orthe breach of any
consultant without the prior written consent of the other. other term, condition, or covenant.
3. This agreement contains the entire agreement between client 5. If any term, condition, or covenant of this agreement is held by
and consultant relating to the project and the provision of services acourtof competent jurisdiction tobe invalid, void or unenforceable,
to the project. Any prior agreements, promises, negotiations or the remaining provisions of this agreement shall be valid and binding
representations not expressly set forth in this agreement are of no on client and consultant.
Form A Page 1 of 4
S. This agreement shall be governed by mod construed in accor-
15. If the scope of set..-as to be
client rninais
corsuirantintuals
dance with the laws of the State of Calif omia.
provided by consultant pursuant
7. Consultant shall only act as an advisor in all governmental
to the terms of this agreement
relations.
include an ALTA survey, client
agrees that consultant may sign one of the two ALTA Survey
Statements attached hereto and incorporated herein by reference.
In the event that consultant is required to sign a statement or
and maybe tleed-by ea 49e ileleliemt. Wpen
certificate which differs from the ALTA Survey Statements con-
tained in the attachment, client hereby agrees to indemnify and hold
consultant harmless from any and all liability arising from or resulting
-paid O"FOOM,
from the signing of any statement which differs from those state-
9. Client acknowledges that its right to utilize the services and
ments contained in the attachment.
work product provided puisuantto this agreement will continue only
16. If the scope of services to be provided by consultant pursuant
so long as client is not in default pursuant to the terms and conditions
to the terms of this agreement include the preparation of grading
of this agreement and clierit has performed all obligations underthis
plans but exclude construction staking services, client acknowl-
agreement. Client further acknowledges that consultant has the
edges that such staking services normally include coordinating civil
unrestricted right to use the services provided pursuant to this
engineering services and the preparation of as-built drawings pur-
agreement as well as all work product provided pursuant to this
suant to Uniform Building Code Appendix, Chapter 33 or local
agreement.
grading ordinances and client will be required to retain such services
10. Client and consultant agree to cooperate with each other in
from another consultant or pay consultant pursuant to this agree-
every way on the project.
ment forsuch services as extra work in accordance with Provision 26.
11. Upon request, client shall execute and deliver, or cause to be
17. Consultant shall be entitled to immediately, and without notice,
executed and delivered, such additional instruments, documents,
suspend the performance of any and all of its obligations pursuant
governmental fees and charges which are necessary to perform the
to this agreement if client files a voluntary petition seeking relief
terms of this agreement.
underthe United States Bankruptcy Code orif there isan involuntary
12. Consultant makes no representations concerning soil condi-
bankruptcy petition filed against client in the United States Bank-
tions unless specifically included in writing in this agreement, and he
ruptcy Court, and that petition is not dismissed within fifteen (15)
is not responsible for any liability that may arise out of the making or
days of its filing. Any suspension of services made pursuant to the
failure to make soil surveys, or sub-surface soil tests, orgeneral soil
provisions of this paragraph shall continue until such time as this
agreement has been fully and properly assumed in accordance with
Ctesting.
3. Client agrees not to use or permit any other person to use plans,
the applicable provisions of the United States Bankruptcy Code and
drawings, or other work product prepared by consultant, which
in compliance with the final order or judgment. issued by the
plans, drawings, orotherwork product are not final and which are not
Bankruptcy Court.
signed, and stamped or sealed by consultant. -Client agrees to be
18. This agreement shall not be construed to atter, affect or waive
liable and responsible for any such use of nonfinal plans, drawings,
any lien or stop notice right which consultant may have for the
or other work product not signed and stamped or sealed by consult-
performance of services pursuant to this agreement. Client agrees
ant and waives liability against consultantfortheiruse. Clientfurther
to separately provide to consultant the present name and address
agrees that final plans, drawings or other work product are for the
of the record owner of the property on which the project is to be
exclusive use of client and may be used by client only for the project
located. Client also agrees to separately provide consultant with the
described on the face hereof. Such final plans, drawings or other
name and address of any and all lenders who would loan money on
work product may not be changed nor used on a different project
the project and who are entitled to receive a preliminary notice.
without the written authorization or approval by consultant If
19. If payment for consultant's services is to be made on behalf of
consultant's work product exists in electronic or computerized
client by a third-party lender, c:ient agrees that consultant shall not
format, or is transferred in electronic or computerized format, the
be required to indemnify the third-party lender, in the form of an
stamp, seal and signature shall be original and may not be a
endorsement or otherwise, as a condition of receiving payment for
computer-generated copy, photocopy, or facsimile transmission of
services.
the original.
20. If client fails to pay consultant within thirty (30) days after
14. Consultant has a right to complete all services agreed to be
invoices are rendered, client agrees consultant shall have the right
rendered pursuant to this contract In the event this agreement is
to consider such default in payment a material breach of this entire
terminated before the completion of all g s, unless consultant
agreement, and, upon written notice, the duties, obligations, and
is responsible for such early terminatio �t n�r s to release
e
responsibilities of consultant under this agreement are suspended
consultantfrom all liability for services performedA I he ILe ,t, I o
par-t'ia'"Ell
���prterm, in� . In such event, client shall promptly pay consultant for
?"ch"arges,
any portion of the services or work product prep dr
and services provided by consultant
prepared by consultant be suspended, abandoned, or terminated,
21. All fees and other charges will be billed monthly and shall be
client shall pay consultant for all fees, charges, and services
due at the time of billing unless otherwise specified in this agreement
provided for the project, not to exceed any contract limit specified
22. Client agrees that the periodic billings from consultant to client
herein. Client acknowledges if the project services are suspended
are correct, conclusive, and binding on client unless client, within ten
and restarted, there will be additional charges due to suspension of
0 0) days from the date of receipt of such billing, notifies consultant
the services which shall be paid for by client as extra services.
in writing of alleged inaccuracies, discrepancies, or errors in billing.
Form A Page 2 of 4
C
C
23. Client agrees to pay a monthly late payment charge, which will
be the lesser of, one and one-half percent (1 1/21/6) per month or a
monthly charge not to exceed the maximum legal rate, which will be
applied to any unpaid balance commencing thirty (30) days after the
date of the original billing.
24. If consultant, pursuant to this agreement, produces plans,
specifications, or other documents and/or performs field services,
and such plans, specifications, and other documents and/or field
services are required by one or more governmental agency, and one
or more such governmental agency changes its ordinances, poli-
cies, procedures or requirements after the date of this agreement,
any additional office or field services thereby required shall be paid
for by client as extra services.
- - applied is all
26. Client agrees that if client requests services not specified
pursuant to the scope of services description within this agreement,
client agrees to pay for all such additional services as extra work
27. In the event that any staking or record monuments are de-
stroyed, damaged or disturbed by an act of God or parties other than
consultant, the cost of restaking shall be paid for by client as extra
services.
28. Client acknowledges that the design services performed pursu=
ant to this agreement are based upon field and other conditions
existing at the time these services were performed. Client further
acknowledges that field and other conditions maychange bythe time
project construction occurs and clarification, adjustments, modifica-
tions and other changes may be necessary to reflect changed field
or other conditions.
If the scope of services pursuant to this agreement does not
include construction staking services by consultant forthis project, or
N subsequent to this agreement client retains other persons or
entities to provide such staking services; or if the scope of services
pursuant to this agreement does not include on-site construction
review, construction management, observation of construction of
engineering structures, or other construction services for this
project, or if subsequent to this agreement client retains other
persons or entities to provide such construction services, then client
acknowledges that such services will be performed by others and
that client will defend, indemnify, and hold consultant harmless from
any and all claims arising from or resulting from the performance of
such services by other persons or entities except claims caused by
the sole negligence orwillful misconduct of consultant; and from any
and all claims arising from or resulting from clarifications, adjust-
ments, modifications or other changeSwhich may be necessary to
reflect changed field or other conditions except claims caused by the
sole negligence or willful misconduct of consultant.
29. Client shall pay the costs of checking and inspection fees,
zoning and annexation application fees, assessment fees, soils
engineering fees, soils testing fees, aerial topography fees, and all
other fees, permits, bond premiums, applicable taxes on profes.
sional services, title company charges, blueprints and reproduc-
tions, and all other charges not specifically covered by the terms of
this agreement.
30. Client acknowledges and agrees that if consultant provides
Form A
surveying services, v.,.,oh ser- Client initials Consuitanrrnrdals
vices require the filing of a
Record of Survey in accordance
with Business and Professions
Code Section 8762, that all of the costs of preparation, examination
and filing for the Record of Survey will be paid by client as extrawork
in accordance with Provision 26.
31. Consultant is not responsible for delay caused by activities or
factors beyond consultant's reasonable control, including but not
limited to, delays by reason of strikes, lockouts, work slowdowns or
stoppages, accidents, acts of God, failure of client to furnish timely
information or approve or disapprove of consultant's services or -
work product promptly, faulty performance by client or other contrac-
tors or governmental agencies. When such delays beyond
consultant's reasonable control occur, client agrees consultant is
not responsible in damages nor shall consultant be deemed to be in
default of this agreement.
32. Consultant shall not be liable for damages resulting from the
actions or inactions of governmental agencies including, but not
limited to, permit processing, environmental impact reports, dedica-
tions, general plans and amendments thereto, zoning matters,
annexations or consolidations, use or conditional use permits,
project or plan approvals, and building permits. The client agrees
that it is the responsibility of the client to maintain in good standing
all government approvals and permits and to apply for any exten-
sions thereof.
33. Consultant makes no representation concerning the estimated
quantities and probable costs made in connection with maps, plans,
specifications, reports or drawings other than that all such costs are
estimates only and actual costs will vary. It is the responsibility of
client to verity costs.
34. Client acknowledges that consultant is not responsible for the
performance of work by third parties including, but not limited to, the
construction contractor and its subcontractors.
35. Consultant makes no warranty, either expressed or implied, as
to his findings, recommendations, plans, specifications, or profes-
sional advice except that the services or work product were per-
formed pursuant to generally accepted standards of practice in
effect at the time of performance.
36. Estimates of land areas provided under this agreement are not
to be considered precise unless consultant specifically agrees to
provide the precise determination of such areas.
37. In the event the client ag- 9sto, permits, authorizes. constructs
or permits construction of changes in the plans, specifications, and
documents or does notfollow recommendations or reports prepared
by consultant pursuant to this agreement, which changes are not
consented to in writing by consultant, client acknowledges that the
changes and their effects are notthe responsibility of consultant and
client agrees to release consultant from all liability arising from the
use of such changes and further agrees to defend, indemnify and
hold harmless consultant, its officers, directors, principals, agents
and employees from and against all claims, demands, damages or
costs arising from the changes and their effects.
38. Client agrees that in accordance with generally accepted
construction practices, construction contractor will be required to
assume sole and complete responsibility for job site conditions
during the course of construction of the project, including safety of
all persons and property; that this requirement shall be made to
apply continuously and not be limited to normal working hours.
Page 3 of 4
39. In the event client discovers or become,. ware of changed field
or other conditions which necessitate clarification, adjustments,
modifications or other changes during the construction phase of the
project, client agrees to notify consultant and engage consultant to
orepare the necessary clarifications, adjustments, modifications or
Aher changes to consultant's services'af'work product before
construction activities commence or further activity proceeds. Fur-
ther, client agreesto have a provision in its construction contracts for
the project which requires the contractor to notify client of any
changed field or other conditions so that client may in tum notify
consultant pursuant to the provisions of this paragraph.
wid-laRt as
42 Client acknowledges that consultant's scope of services f orthis
project do not include any services related in any way to asbestos
and/or hazardous or toxic materials. Should consultant or any other
party encounter such materials on the job site, or should it in any
other way become known that such materials are present or maybe
present on the job site or any adjacent or nearby areas which may
affect consultant's services, consultant may, at its option, terminate
work on the project until such time as client retains a specialist
contractor to abate and/or remove the asbestos and/or hazardous
ortoxic materials and warrant that the job site is free f rom any hazard
which may result from the existence of such materials.
43. The client hereby agrees to bring no claim for negligence,
preach of contract, strict liability, indemnity, delays or otherwise
against the consultant, its principals, employees, and agents 9 such
claim, in any way, would involve the consultant's services for the
investigation, detection, abatement, replacement, use or specifica-
tion, or removal of products, materials or processes containing
asbestos, asbestos cement pipe, and/or hazardous or toxic materi-
als.
44. If any action at law or equity, including an action for declaratory
relief, is brought to enforce or interpret the provisions of this
agreement or in any ....i connected with the performance of this
agreement, the prevailing party shall be entitled to reasonable
attorneys' fees, which fees may be set by the court in the same
action or in a separate action brought for that purpose, in addition to
any other relief to which he may be entitled.
45. Client agrees that in the event client institutes litigation to
enforce or interpret the provisions of this agreement, such litigation
is to be brought and adjudicated in the appropriate court in the
county in which consultant's principal place of business is located,
and client waives the right to bring, try or remove such litigation to
any other county or judicial district
46. (a) Except for the provision of subdivision (b) and subdivision
(c), and in an effort to resolve any conflicts that arise during the
design or construction of the project or following the completion of
the project, the client and the consultant agree that all disputes
between them arising out of or relating to this agreement shall be
submitted to nonbinding mediation or other form of Alternative
Dispute Resolution as agreed to by the parties.
r
these agreeme
(b) Subdivision (a) does not preclude or limit consultant's right
to elect to file an action for collection of fees if the amount in dispute
is within the jurisdiction of the small claims court.
(c) Subdivision (a) does not preclude or limit consultant's right
to elect to perfect or enforce applicable mechanics lien remedies.
47. (a) Notwithstanding any other provision of this agreement and
except for the provisions of (b) and (c), if a dispute arises regarding
consultant's fees pursuant to this contract, and if the fee dispute
cannot be settled pursuant to Provision 46, such dispute shall be
settled by binding arbitration in accordance with the Construction
Industry Arbitration Rules of the American Arbitration Association,
and judgment upon the award rendered by the Arbitrator(s) may be
entered in any court having jurisdiction thereof.
(b) Subdivision (a) does not preclude or limit consultant's right
to elect to file an action for collection of fees if the amount in dispute
is within the jurisdiction of the small claims court.
(c) Subdivision (a) does -,ot preclude or limit consultant's right
to elect to perfect or enforce applicable mechanics lien remedies.
IN WITNESS WHEREOF, the parties hereby execute this agreement dated
stated above.
Client Consultant
An M rynw
By By
NamefTitle
Date Signed
Project Number
Approved as to
form
Form - A
NameMtle
Date Signed
Project Number
upon the terms and conditions
PW W rn.
it Attorney
Client should mail completed contract to the address shown for consultant.
Page 4 of 4
Revised
June 27, 1995
Exhibit A
PROPOSED SCOPE OF ENGINEERING SERVICES
THE CITY OF LODI ASSESSMENT DISTRICT
DOWNTOWN LODUCHEROKEE LANE
Central City Revitalization Program
I. Prepare Assessment District Boundary Map (B & P)
A. Establish District boundary and internal zones.
1. Preliminary District Boundary Map
2. Coordinate with City staff and Council
3. Finalize District Boundary
B. Rationale for included area and internal zones.
C. Boundary description.
II. Develop assessment formula and supporting rationale (KSN).
III. Prepare Assessment Roll (KSN).
A. Prepare assessment spread method per Central City Revitalization Program
report.
B. Listing of all parcels within the District boundary. The working assessment
roll will include the following information:
1. Assessment District parcel number
2. Assessor's Parcel Number
3. Street address
4. Owner's name
5: Parcel front footage
6. Parcel area
7. Parcel land use/zoning
8. Proposed assessment
IV. Prepare Assessment Diagram (B & P and KSN)
V. Prepare Engineer's Report (B & P and KSN).
A. Description of work to be constructed.
B. Estimate of cost for improvements and incidentals, (to be provided by
others).
C. Assessment District Boundary Map
D. Assessment Diagram showing boundaries of Assessment District, internal
assessment zones, and parcels to be assessed.
11
4 hine 27, 1995
E. :Assessor M Roll based on estimated costs.
1. Assessment District parcel number
2. Assessor's parcel number
3. Owner's Name
4. Street address
5. Assessment by parcel
VI. NVIPetings (B & P and KSN ).
A. Attend City Council meeting for the purposes of presenting and seeking
approval of the Engineer's Report (6 meetings).
1. Downtown Lodi
a) Initiate assessment proceedings
b) Intent to form Assessment District Boundary
c) Adopt Engineer's Report
2. Cherokee Lane
a) Initiate assessment proceedings
b) Intent to form Assessment District Boundary
C) Adopt Engineer's Report
B. Attend coordination meetings with City staff and Bond Counsel (8
meetings).
C. Respond to property owners questions regarding assessment methodology.
VII. Finalize Engineer's Report (B & P and KSN).
VIII. Update Assessment Roll per final cost estimates (KSN ).
IX. Work by Others
A. Preparation of environmental documentation. _
B. Preparation of construction plans and specifications.
C. Preparation of construction cost estimates.
D. Bidding and awarding of the construction contract.
E. Construction change orders.
F. Construction inspection.
G. Preparation and Distribution of Public Notices including; mailers, postings,
publications, etc._
Exhibit B
KJELDSEN, SINNOCK & NEUDECK, INC.
CONSULTING CIVIL ENGINEERS
KENNETH L. KJELDSEN _ 1113 WEST FREMONT STREET TELEPHONE 946-0268
STEPHEN K. SINNOCK POST OFFICE BOX 844 AREA CODE 209
CHRISTOPHER H. NEUDECK STOCKTON, CALIFORNIA 95201.0844 FAX NO. 946-0296
1995 FEE SCHEDULE
SERVICES HOURLY RATES
Enaineerina & Consultin
Principal Engineer
$
96.00
Associate Engineer
$
80.00
Assistant Engineer
$
66.00
Junior Engineer
$
56.00
Inspector
$
50.00
Senior Technician/Draftsperson
$
50.00
Junior Technician/Draftsperson
$
46.00
Clerical
$
34.00
Survey Crew•
3 Man Survey Crew $145.00
2 Man Survey Crew $110.00
Expenses:
Special Consultants Cost Plus 100
Mileage .30 Cents Per Mile
Special Printing, Copies, Telephone,
Fax, Photos, Survey Materials, Etc. Cost Plus 10%
Boat $34.00/Hour
Note: Fees are due and payable within 15 days from the date
of billing. Fees past due may be subject to a finance
charge which will be computed on the basis of 1 1/2%
per month of the unpaid balance.
Effective 1/1/95 - 12/31/95
Exhibit C
Supplementary Conditions
A. All original papers, documents, drawings and other work products of consultant, and copies
thereof, produced by consultant pursuant to this agreement shall become the property of Client,
and may be used by Client without the consent of consultant, for Client's purposes related to
the project described on the face thereof, but not for resale or distribution to third parties.
Notwithstanding the preceding sentence, consultant shall also have the right to use all such
papers, document, drawings and other work products without consent of Client.
B. Consultant agrees to diligently pursue all work under the terms of the Agreement and to
prepare the Preliminary Engineer's Report within ten (10) weeks from the date of execution of
this agreement.
C. Consultant shall obtain and maintain during the period of this Agreement the following
insurance and furnish a certificate naming Client as additional insured:
Public liability: $1,000,000
Property damage: $1,000,000
Errors and Omissions: $1,000,000
CITY COUNCIL
STEPHEN J. MANN, Mayor
DAVID P. WARNER
Mayor Pro Tempore
RAY C. DAVENPORT
PHILLIP A. PENNINO
JACK A. SIECLOCK
CITY OF LODI
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
(209) 333-6706
FAX (209) 333-6842
June 29, 1995
SUBJECT: Professional Services Agreements for Central City Revitalization
Assessment District
THOMAS A. PETERSON
City Manager
JENNIFER M. PERRIN
City Clerk
BOB McNATT
City Attorney
Enclosed is a copy of background information on an item on the City Council agenda
of Wednesday, July 5, 1995, at 7 p.m. The meeting will be held in the City Council
Chamber, Carnegie Forum, 305 West Pine Street.
This item is on the regular calendar for Council discussion. You are welcome to attend.
If you wish to write to the City Council, please address your letter to City Council, City of
Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the mail.
Or, you may hand -deliver the letter to the City Clerk at 305 West Pine Street.
If you wish to address the Council at the Council meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Jennifer Perrin, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Richard Prima, City Engineer,
at (209) 333-6706.
Jack L1 Ronsko
ublic arks Director
JLRArn
Enclosure /
cc: City Clerk
NCCRPRFS.DOC
TONY SEGALE
CENTRAL CITY REVITALIZATION
C/O SEGALE SIGNS
204 N SACRAMENTO ST
LODI CA 95240
JIM SCHWEICKARDT
CENTRAL CITY REVITALIZATION
C/O PACIFIC COAST PRODUCERS
CORPORATE HEADQUARTERS
631 N CLUFF AVE
LODI CA 95240
JOHN BORELLI DENNIS CUNNINGHAM DALE GILLESPIE
CENTRAL CITY REVITALIZATION CENTRAL CITY REVITALIZATION CENTRAL CITY REVITALIZATION
C/O JOHN BORELLI JEWELERS C/O BIG O TIRES C/O GEWEKE FORD
9 N SCHOOL ST 302 N CHEROKEE LN 1045 S CHEROKEE LN
LODI CA 95240 LODI CA 95240 LODI CA 95240
BOBJOHNSON
CENTRAL CITY REVITALIZATION
C/O DUNCAN, DUNCAN S ASSOC
18826 N LOWER SACRAMENTO RD
WOODBRIDGE CA 95259
VIRGINIA SNYDER
CENTRAL CITY REVITALIZATION
C/O EASTSIDE IMPRVMNT COMM
412EOAK ST
LODI CA 95240
ROSE MARIE MENDONCA
CENTRAL CITY REVITALIZATION
C/O ROSE MARIE REALTY
1 N CHEROKEE LN
LODI CA 95240
BARBARA McWILLIAMS
CENTRAL CITY REVITALIZATION
C/O POSER'S TV
208 S SCHOOL ST
LODI CA 95240