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HomeMy WebLinkAboutItem 06.jApril 28, 2010 Item No. MAY 3, 2010 CITY COUNCIL MEETING AGREEMENTS FOR PROFESSIONAL PLANNING SERVICES WITH NAC AND TPC Proposed Action Planning Department staff recommends adoption of the following motion: Move to approve Agreements for Professional Planning Services with Northwest Associated Consultants (NAC) and The Planning Company (TPC). Adoption of this motion will result in a new agreement with NAC for profession planning services that eliminates the monthly retainer and the establishment of an agreement with TPC for profession planning services. Overview The City currently has an Agreement for Professional Planning Services with NAC for general planning consultant services. This agreement has a $1,000 monthly retainer that includes attendance at up to two City meetings per month and response to City staff inquiries regarding general planning and zoning matters for up to six hours per month. Daniel Licht was the primary consulting planner from NAC for general planning consultant services. On March 1, 2010 Mr. Licht separated from employment with NAC. Mr. Licht has subsequently formed The Planning Company, LLC. Entering into an Agreement for Professional Planning Services with TPC will allow the City the ability to maintain the option of utilizing Mr. Licht for general planning consultant services, as we have for the past 10 years. On March 15, 2010 the City Council terminated the Agreement for Professional Planning Services with NAC for the Zoning Ordinance Update and approved an Agreement for Professional Planning Services with TPC for completion of the Zoning Ordinance Update. Planning Department staff recommends approval of the attached agreements. Primary Issues to Consider How will this action affect day-to-day planning consultant services? • Modifying the Agreement for Professional Planning Services with NAC and entering into an Agreement for Professional Planning Services with TPC (Daniel Licht) will give the City flexibility in terms of planning consultant services and reduce costs by eliminating the monthly retainer. Supporting Information • Agreement for Professional Planning Services with NAC. • Agreement for Professional Planning Services with TPC. jqo�� Daryl orey, PI ing Director Financial Impact: $12,000 is budgeted in 2010 and 2011 for the existing monthly retainer with NAC Budgeted: Y/N Y Source: Related Documents (CIP, ERP, etc.): Existing agreement with NAC Notes: NORTHWEST ASSOCIATED CONSULTANTS, INC. 4800 Olson Memorial Highway, Suite 242, Golden Valley, MN 55422 Telephone: 763.231.2555 Facsimile: 763.231.2561 planners@nacplanning.com April 22, 2010 AGREEMENT FOR PROFESSIONAL PLANNING SERVICES THIS AGREEMENT, entered into by and between the CITY OF LAKEVILLE, DAKOTA COUNTY, MINNESOTA, hereinafter referred to as the "Municipality" and NORTHWEST ASSOCIATED CONSULTANTS, INC., hereinafter referred to as the "Consultant". WITNESSETH: ARTICLE 1. AREA OF SERVICE That the Municipality does hereby. agree to employ the Consultant to render professional general planning and consultation services to the extent and kind described in Article 2 below in and for the City of Lakeville, Minnesota. ARTICLE 2. SERVICES OF THE CONSULTANT The Consultant hereby agrees to render the professional services as follows after receipt of a written or verbal work authorization by the City Administrator or Planning Director. A. Provide general assistance and consultation to the Municipality, regarding the Municipality's planning and development, and related functions and activities. The Consultant will be available to assist and advise the Municipality on the administration, structure, forms, procedures and processing of development ordinances and requirements. Services shall be rendered on an as needed basis to be determined by the Municipality. Any services performed under this Article will be billed on a monthly basis as per Article 4 of this Agreement. B. The Consultant will prepare written reports, complete with planning considerations, concerning Planning Commission agenda items which deal with rezoning, conditional use permits, variance and subdivision plans, etc. as directed by the Municipality. C. The Consultant shall attend staff, advisory committee, and/or City Council Meetings or other special public meetings as directed by the Municipality. D. The Consultant shall refrain from undertaking projects for public or private clients which may represent a conflict with the City's interests. Prior to the Consultant undertaking any work which holds such potential, the City shall have the right to approve or veto this activity. City of Lakeville Page 2 E. The Consultant shall maintain and store files, maps and graphics of projects in which it has or is currently involved in until such time as the City requests the relinquishing of these materials. ARTICLE 3. SERVICES OF THE MUNICIPALITY The Municipality hereby agrees to furnish to or make available for examination or use by the Consultant, without charge, the following: A. Agendas for all Planning Commission and/or City Council meetings when attendance of the Consultant is required within a reasonable time to allow for review of each item on the agenda. B. All materials and documents applicable to all Planning Commission and/or City Council agenda items, including those that are required by Ordinance for the consideration of various applications. These materials and documents shall be submitted to the Consultant within a reasonable period of time before any meeting at which time they are to be considered. C. Materials and documents, as determined by the Consultant, that are necessary for the services to be performed. ARTICLE 4. PAYMENT The Municipality hereby agrees to pay the Consultant for professional services included in Article 2 of this Agreement as follows: A. All public meetings, as stated in Article 2.0 of this Agreement shall be payable at a fixed rate of two hundred fifty dollars ($250) per meeting. B. The work described in Articles 2.A and 2.6 will be charged to the Municipality on a time and materials basis and computed in accordance with the rate schedule attached hereto. C. If the Municipality finds it necessary to abandon requested work, the Municipality shall notify the Consultant in writing and the Consultant shall be compensated for all work completed and materials expended. D. The Consultant shall submit a statement of services rendered under Article 2 on a monthly basis payable by the Municipality upon receipt of an invoice showing work completed. City of Lakeville Page 3 ARTICLE 5. OTHER PARTIES A. It is mutually agreed that this Agreement is not transferable by either party to a third party without the written consent of the other. B. The Consultant's reports and other materials prepared in the performance of this Agreement are instruments of services and remain the property of the Municipality. However, any further distribution of these reports by the Municipality must note the Consultant as the source. ARTICLE 6. TERMINATION A. This Agreement may be terminated by either party delivering to the other party written notice of termination in which case this Agreement shall be deemed terminated as of 9:00 AM on the thirtieth (30th) day following receipt of said written notice. B. In the event of termination by the Municipality, the Municipality shall pay the Consultant for work completed prior to the termination date on a time plus materials basis, such payment to be made within thirty (30) days after receipt of Municipality of a final invoice showing work completed. All materials shall be retained by the Consultant until all payments due from the Municipality have been received by the Consultant. C. In the event of termination by the Consultant, the Consultant shall forward to the Municipality on or prior to the termination date any unearned fees or retainers held by the Consultant shall be returned to the Municipality within thirty (30) days of termination date. D. This Agreement shall be effective as of May 3, 2010 upon execution by both parties hereto and this Agreement shall supersede any previous agreement established between both parties. City of Lakeville Page 4 ARTICLE 7. MISCELLANEOUS A. COMPLIANCE WITH LAWS AND REGULATIONS. In providing services hereunder, Consultant shall abide by all statutes, ordinances, rules and regulations pertaining to the provisions of services to be provided. B. INDEMNIFICATION. Consultant shall indemnify and hold harmless the Municipality, its officers, agents, and employees, of and from any and all claims, demands, actions, causes of action, including costs and attorney's fees, arising out of or by reason of the execution or performance of the work or services provided for herein and further agrees to defend at its sole cost and expense any action or proceeding commenced for the purpose of asserting any claim of whatsoever character arising hereunder. C. COPYRIGHT. Consultant shall defend actions or claims charging infringement of any copyright or patent by reason of the use or adoption of any designs, drawings or specifications supplied by it, and Consultant shall hold harmless the Municipality from loss or damage resulting therefrom. D. INSURANCE. Consultant shall secure and maintain such insurance as will protect Consultant from claims under the Worker's Compensation Acts, automobile liability, and from claims for bodily injury, death, or property damage which may arise from the performance of services under this Agreement. Such insurance shall be written for amounts not less than: Commercial General Liability $1,000,000 each occurrence/aggregate Excess/Umbrella Liability $2,000,000 each occurrence/aggregate The Municipality shall be named as an additional insured on the general liability and umbrella policies. E. INDEPENDENT CONTRACTOR. The Municipality hereby retains Consultant as an independent contractor upon the terms and conditions set forth in this Agreement. Consultant is not an employee of the Municipality and is free to contract with other entities as provided herein. Consultant shall be responsible for selecting the means and methods of performing the work. Consultant shall furnish any and all supplies, equipment, and incidentals necessary for Consultant's performance under this Agreement. Municipality and Consultant agree that Consultant shall not at any time or in any manner represent that Consultant or any of Consultant's agents or employees are in any manner agents or employees of the Municipality. Consultant shall be exclusively responsible under this Agreement for Consultant's own FICA payments, workers compensation payments, unemployment compensation payments, withholding amounts, and/or self- City of Lakeville Page 5 employment taxes if any such payments, amounts, or taxes are required to be paid by law or regulation. F. SUBCONTRACTORS. Consultant shall not enter into subcontracts for services provided under this Agreement without the express written consent of the Municipality. Consultant shall comply with Minnesota Statute § 471.425. Consultant must pay subcontractor for all undisputed services provided by subcontractor within ten days of Consultant's receipt of payment from Municipality. Consultant must pay interest of 1.5 percent per month or any part of a month to subcontractor on any undisputed amount not paid on time to subcontractor. The minimum monthly interest penalty payment for an unpaid balance of $100 or more is $10. CONDITIONS HEREIN AGREED TO: NORTHWEST ASSOCIATED CONSULTANTS, INC. Alan R. Brixius, Principal CITY OF LAKEVILLE, MINNESOTA Holly Dahl, Mayor Charlene Friedges, City Clerk Please Sign and Return One Copy April 22, 2010 Date Date Date City of Lakeville Page 6 NORTHWEST ASSOCIATED CONSULTANTS, INC. RATE SCHEDULE Effective May 3, 2010 Staff Member Rate Per Hour Principals/Directors............................................. $120.00 to $150.00 Associates............................................................. $90.00 to $135.00 Senior Analyst....................................................... Senior Landscape Architect ................................... Senior Planner....................................................... $75.00 to $135.00 Senior Urban Designer .......................................... Senior Public Administration Specialist ................. Analyst................................................................... GIS Specialist......................................................... Landscape Architect .............................................. Planner.................................................................. $40.00 to $85.00 Urban Designer ..................................................... Public Administration Specialist ............................ Aide....................................................................... Technician............................................................. $25.00 to $50.00 Secretary............................................................... Outside Consultants .............................................. Per Job Basis Supplies................................................................ Actual Cost + 15% Mileage.................................................................. Current IRS Rate Expert Testimony ................................................... Hourly Rate I AGREEMENT FOR PROFESSIONAL PLANNING SERVICES THIS AGREEMENT, dated 3 May 2010 and entered into by and between the CITY OF LAKEVILLE, DAKOTA COUNTY, MINNESOTA, hereinafter referred to as the "Municipality" and THE PLANNING COMPANY LLC, hereinafter referred to as the "Consultant". WITNESSETH: ARTICLE 1. AREA OF SERVICE That the Municipality does hereby agree to employ the Consultant to render professional technical planning and development assistance services to the extent and kind described in Article 2 below in and for the City of Lakeville, Minnesota. ARTICLE 2. SERVICES OF THE CONSULTANT The Consultant hereby agrees to render the professional services as follows after receipt of a written or verbal work authorization by the City Administrator or Planning Director. A. Provide general assistance and consultation to the Municipality, regarding the Municipality's planning and development, and related functions and activities. The Consultant will be available to assist and advise the Municipality on the administration, structure, forms, procedures and processing of development ordinances and requirements. Services shall be rendered on an as needed basis to be determined by the Municipality. B. The Consultant will prepare written reports, complete with planning considerations, concerning Planning Commission agenda items which deal with rezoning, conditional use permits, variance and subdivision plans, etc. as directed by the Municipality. C. The Consultant shall attend staff, advisory committee, and/or City Council Meetings or other special public meetings as directed by the Municipality. D. The Consultant shall maintain and store files, maps and graphics of projects in which it has or is currently involved in until such time as the City requests the relinquishing of these materials. Upon request by the Municipality, the Consultant shall return all such files, maps and graphics, whether in paper form or stored on other media, to the Municipality at no cost to the Municipality. City of Lakeville Page 2 E. Any services performed under this Article will be billed on a monthly basis as per Article 4 of this Agreement. ARTICLE 3. SERVICES OF THE MUNICIPALITY The Municipality hereby agrees to furnish to or make available for examination or use by the Consultant, without charge, the following: A. Agendas for all Planning Commission and/or City Council meetings when attendance of the Consultant is required within a reasonable time to allow for review of each item on the agenda. B. All materials and documents applicable to all Planning Commission and/or City Council agenda items, including those that are required by Ordinance for the consideration of various applications. These materials and documents shall be submitted to the Consultant within a reasonable period of time before any meeting at which time they are to be considered. C. Materials and documents, as determined by the Consultant, that are necessary for the services to be performed. ARTICLE 4. PAYMENT The Municipality hereby agrees to pay the Consultant for professional services included in Article 2 of this Agreement as follows: A. The work described in Articles 2.A and 2.13 of this Agreement will be charged to the Municipality on a time and materials basis and computed in accordance with the rate schedule included in Article 7 of this Agreement. B. All meetings, as stated in Article 2.0 of this Agreement shall be payable at a fixed rate of three hundred fifty dollars ($250) per meeting. C. The Consultant shall submit a statement of services rendered under Article 2 of this Agreement on a monthly basis payable by the Municipality upon receipt of an invoice showing work completed. City of Lakeville Page 3 D. If the Municipality finds it necessary to abandon requested work, the Municipality shall notify the Consultant in writing and the Consultant shall be compensated for all work completed and materials expended. ARTICLE 5. OTHER PARTIES A. The Consultant shall refrain from undertaking projects for public or private clients that may represent a conflict with the City's interests. Prior to the Consultant undertaking any work which holds such potential, the City shall have the right to approve or veto this activity. B. It is mutually agreed that this Agreement is not transferable by either party to a third party without the written consent of the other. C. The Consultant's reports and other materials prepared in the performance of this Agreement are instruments of services and remain the property of the Municipality. However, any further distribution of these reports by the Municipality must note the Consultant as the source. ARTICLE 6. TERMINATION A. This Agreement may be terminated by either party delivering to the other party written notice of termination in which case this Agreement shall be deemed terminated as of 9:00 AM on the thirtieth (30th) day following receipt of said written notice. B. In the event of termination by the Municipality, the Municipality shall pay the Consultant for work completed prior to the termination date on a time plus materials basis, such payment to be made within thirty (30) days after receipt of Municipality of a final invoice showing work completed. All materials shall be retained by the Consultant until all payments due from the Municipality have been received by the Consultant. C. In the event of termination by the Consultant, the Consultant shall forward to the Municipality on or prior to the termination date any unearned fees or retainers held by the Consultant shall be returned to the Municipality within thirty (30) days of termination date. City of Lakeville Page 4 D. This Agreement shall be effective as of January 1, 2010 upon execution by both parties hereto and this Agreement shall supersede any previous agreement established between both parties. ARTICLE 7. CONSULTANT RATE SCHEDULE (effective 8 Mach 2010) Principals............................................................... $120.00 per hour Outside Consultants .............................................. Per job basis Supplies................................................................ Actual cost + 15% Mileage.................................................................. Per mile rate as established by the IRS ARTICLE 8. MISCELLANIOUS A. In providing services hereunder, CONSULTANT shall abide by all statutes, ordinances, rules and regulations pertaining to the provisions of services to be provided. B. CONSULTANT shall indemnify and hold harmless the Municipality, its officers, agents, and employees, of and from any and all claims, demands, actions, causes of action, including costs and attorney's fees, arising out of or by reason of the execution or performance of the work or services provided for herein and further agrees to defend at its sole cost and expense any action or proceeding commenced for the purpose of asserting any claim of whatsoever character arising hereunder. C. CONSULTANT shall defend actions or claims charging infringement of any copyright or patent by reason of the use or adoption of any designs, drawings or specifications supplied by it, and CONSULTANT shall hold harmless the Municipality from loss or damage resulting therefrom. D. Insurance: 1. CONSULTANT shall secure and maintain such insurance as will protect CONSULTANT from claims under automobile liability, and from claims for bodily injury, death, or property damage which may arise from the performance of services under this Agreement. Such insurance shall be written for amounts not less than: I City of Lakeville Page 5 a. General Liability: $1,000,000 each occurrence/aggregate b. Excess Liability: $2,000,000 each occurrence/aggregate C. The Municipality shall be named as an additional insured on the general liability policies. 2. CONSULTANT shall secure and maintain a professional liability insurance policy. Said policy shall insure payment of damages for legal liability arising out of the performance of professional services for the Municipality, in the insured's capacity as consultant, if such legal liability is caused by a negligent act, error or omission of the insured or any person or organization for which the insured is legally liable. Said policy shall provide minimum limits of $1,000,000 with a deductible maximum of $125,000 unless the Municipality agrees to a high deductible. 3. Before commencing work CONSULTANT shall provide the Municipality a certificate of insurance evidencing the required insurance coverage in a form acceptable to Municipality. The certificate shall provide that such insurance cannot be cancelled until thirty (30) days after the Municipality has received written notice of the insurer's intention of cancel this insurance. E. The Municipality hereby retains CONSULTANT as an independent contractor upon the terms and conditions set forth in this Agreement. CONSULTANT is not an employee of the Municipality and is free to contract with other entities as provided herein. CONSULTANT shall be responsible for selecting the means and methods of performing the work. CONSULTANT shall furnish any and all supplies, equipment, and incidentals necessary for CONSULTANT's performance under this Agreement. Municipality and CONSULTANT agree that CONSULTANT shall not at any time or in any manner represent that CONSULTANT or any of CONSULTANT's agents or employees are in any manner agents or employees of the Municipality. CONSULTANT shall be exclusively responsible under this Agreement for CONSULTANT's own FICA payments, workers compensation payments, unemployment compensation payments, withholding amounts, and/or self-employment taxes if any such payments, amounts, or taxes are required to be paid by law or regulation. City of Lakeville Page 6 CONDITIONS HEREIN AGREED TO: THE PLANNING COMPANY LLC 0 D. Daniel Licht Managing Director CITY OF LAKEVILLE, MINNESOTA Holly Dahl, Mayor Charlene Friedges, City Clerk 3 May 2010 Date Date