Loading...
13-015 Siegel & Strain Architects, consultant services, McClellan Ranch Historic Structures assessment projectX45`' -9 • January 9, 2014 Siegel & Strain Architects 1295591h Street Emeryville, CA 94608 Attn: Burton Peek Edwards OFFICE OF THE CITY CLERK CITY HALL 10300 TORRE AVENUE • CUPERTINO, CA 95014 -3255 TELEPHONE: (408) 777 -3223 • FAX: (408) 777 -3366 WEBSITE: www.cupertino.org Re: First Amendment to Consultant Services Agreement for McClellan Barn Evaluation and Conceptual Renovation Plan Project Enclosed is the fully executed copy of the above stated agreement with the City of Cupertino which was omitted from our mailing dated January 7. If you have any questions or need additional information, please contact -the Public Works Department at (408) 777 -3354. Sincerely, Kirsten Squarcia Deputy City Clerk Enclosure cc Public Works FIRST AMENDMENT TO CONSULTANT SERVICES AGREEMENT BETWEEN THE CITY OF CUPERTINO AND SIEGEL & STRAIN ARCHITECTS FOR CONSULTANT SERVICES FOR MCCLELLAN HISTORIC STRUCTURES ASSESSMENT PROJECT This 1St Amendment to the Consultant Services Agreement between the City of Cupertino and Siegel & Strain Architects, for reference dated December 12, 2013 , is by and between the CITY OF CUPERTINO,, a municipal corporation (hereinafter "City ") and Siegel & Strain Architects, a California corporation whose address is 1295 591h Street, Emeryville, CA 94608, (hereinafter "Consultant "), and is made with reference to the following: RECITALS: A. On February 26, 2013, an agreement was entered into by and between City and Siegel & Strain Architects (hereinafter "Agreement"). B. City and Siegel & Strain desire to modify the Agreement on the terms and conditions set forth herein. NOW, THEREFORE, it is mutually agreed by and between and undersigned parties as follows: 1. Paragraph 1, Term of the Agreement is modified to read as follows: The term of this Agreement shall commence on the date of the executed agreement and shall terminate on June 30, 2014, unless terminate earlier as set forth herein. read: 2. Exhibit B; Schedule of Performance first line shall also be modified to CONSULTANT shall complete all work by June 30, 2014. Except as expressly modified herein, all other terms and covenants set forth in the Agreement shall remain the same and shall be in full force and effect. Page 1 of 2 Amendment No. 1 Siegel & Strain Agreement - McClellan ranch Barn Evaluation & Conceptual Renovation Plan P.O. No.: 00057971 IN WITNESS WHEREOF, the parties hereto have caused this modification of Agreement to be executed. CONSULTANT Siegel & Strain Architects CITY OF CUPERTINO A Municipal Corporation - Timm Bor en, Director of Public Works Title 7i�l/t,/ /Gi�f97� Date �, ��� 7// 3 Date/4 015 - Tax I.D. No.: 94- 3303965 1295 59th Street APPROVED AS TO FORM: Emeryville, CA 94608 Phone: 510 -547 -8092 Carol Korade, City Attorney ATTEST: Grace Schmidt, City Clerk No change in agreement amount with this Amendment Contract Amount: $ 75,000.00 Account No.: 420 -9262 -9300 Page 2 of 2 Amendment No. 1 Siegel & Strain Agreement - McClellan Ranch Barn Evaluation & Conceptual Renovation Plan OFFICE OF THE CITY CLERK CITY HALL 10300 TORRE AVENUE - CUPERTINO, CA 95014 -3255 TELEPHONE: (408) 777 -c;223 • FAX: (408) 777 -3366 WEBSITE: www.cupertino.org CUPERTINO February 28, 2013 Siegel & Strain Architects 1295 59th Street Emeryville, CA 94608 An original copy of your agreement with the City of Cupertino is enclosed. If you have any questions or need additional information, please contact the Public Works department at (408) 777 -3354. Sincerely, t -4, Brittany Care Senior Office Assistant City of Cupertino Enclosure cc: Public Works AGREEMENT BETWEEN THE CITY OF CUPERTINO AND SIEGEL & STRAIN ARCHITECTS FOR CONSULTANT SERVICES FOR MCCLELLAN RANCH HISTORIC STRUCTURES- ASSESSMENT PROJECT THIS AGREEMENT, for reference dated ' C/V- 2 (0 , 2013, is by and between CITY OF CUPERTINO, a municipal corporation (hereinafter referred to as "City "), and, Siegel & Strain Architects, a California corporation, whose address is 1295 59TH Street, Emeryville, CA 94608; phone no. 510 - 547 -8092; e -mail: hsiegel @siegelstrain.com __(�t er referred to as "Consultant "), and is made with reference to the following: �3 RECITALS: V A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the Constitution and the statutes of the State of California and the Cupertino Municipal Code. B. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement; and C. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein. D. City and Consultant desire to enter into an agreement for Architectural services for the McClellan Ranch Historic Structures Assessment project upon the terms and conditions herein. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: 1. TERM: The term of this Agreement shall commence on the date of execution this agreement is executed and shall terminate on August 31, 2013, unless terminated earlier as set forth herein. 2. SERVICES TO BE PERFORMED: Consultant shall perform each and every service set forth in Exhibit "A ". titled "Scope of Services" which is attached hereto and incorporated herein by this reference. 3. SCHEDULE OF PERFOMRANCE_ The Services of Consultant are to be completed according to the schedule set out in Exhibit B, titled "Schedule of Performance ", which is attached hereto and Page 1of11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment incorporated herein by this reference. 4. COMPENSATION TO CONSULTANT: The maximum compensation to be paid to Consultant under this agreement shall not exceed SEVENTY FIVE THOUSAND DOLLARS ($ 75,000). The rate of payment is set out in Exhibit C, titled "Compensation ", which is attached hereto and incorporated herein. Consultant shall furnish to City a detailed statement of the work performed for compensation during the term of this Agreement. Consultant may submit monthly invoices for interim progress payments during the course of each phase, clearly stating as a minimum the total Contract amount, amount paid to date, percent complete and amount due. 5. TIME IS OF THE ESSENCE: Consultant and City agree that time is of the essence regarding the performance of this Agreement. 6. STANDARD OF CARE: Consultant agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City nor have any contractual relationship with City. 7. INDEPENDENT PARTIES: City and Consultant intend that the relationship between them created by this Agreement is that of employer- independent contractor. The manner and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the express terms of this Agreement. No civil service status or other right of employment will be acquired by virtue of Consultant's services. None of the benefits provided by City to its employees, including but not limited to, unemployment insurance, workers' compensation plans, vacation and sick leave are available from City to Consultant, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer- employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. 8. IMMIGRATION REFORM AND CONTROL ACT (IRCA)• Consultant assumes any and all responsibility for verifying the identity and employment authorization of all of his/her employees performing work hereunder, pursuant to all applicable IRCA or other federal or state rules and regulations. Consultant shall indemnify and hold City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Consultant. Page 2 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment NON - DISCRIMINATION: Consistent with City's policy that harassment and discrimination are unacceptable employer /employee conduct, Consultant agrees that harassment or discrimination directed toward a job applicant, a City employee, or a citizen by Consultant or Consultant's employee or subcontractor on the basis of race, religious creed, color, national origin, ancestry, handicap, disability, marital status, pregnancy, sex, age, or sexual orientation will not be tolerated. Consultant agrees that any and all violations of this provision shall constitute a material breach of this Agreement. 9. PROTECT COORDINATION CITY: Director of Public Works shall be representative of City for all purposes under this Agreement. Carmen Lynaugh, Public Works Project Manager is hereby designated as the Director of Public Works' designee and Project Manager, and shall supervise the progress and execution of this Agreement. CONSULTANT: Consultant shall assign a single Consultant Project Manager to have overall responsibility for the progress and execution of this Agreement for Consultant. Should circumstances or conditions subsequent to the execution of the Agreement require a substitute Consultant Project Manager for any reason, the Consultant Project Manager designee shall be subject to the prior written acceptance and approval of the City Project Manager. The designated Consultant Project Manager shall be Burton Edwards. HOLD HARMLESS: Indemnification: A. Claims for Professional Liabili Where the law establishes a standard of care for Consultant's professional services, and to the extent the Consultant breaches or fails to meet such established standard of care, or is alleged to have breached or failed to meet such standard of care, Consultant shall, to the fullest extent allowed by law, with respect to all services performed in connection with the Agreement, indemnify, defend, ,and hold harmless the City and its officers, officials, agents, employees and volunteers from and against any and all liability, claims, actions, causes of action or demands whatsoever against any of them, including any injury to or death of any person or damage to property or other liability of any nature, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Consultant or Consultant's employees, officers, officials, agents or independent contractors. Consultant shall not be obligated under this Agreement to indemnify City to the extent that the damage is caused by the negligence or willful misconduct of City, its agents or employees. Irrespective of any language to the contrary in this Agreement or under applicable law, Consultant shall have no duty to provide or fund up -front defense costs of City against unproven claims or allegations, but shall reimburse Page 3of11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment those reasonable attorneys' fees, expert fees and all other costs and fees of litigation incurred by City that are caused by the negligence, recklessness or willful misconduct of Consultant, its employees, agents and sub - consultants (collectively, "Defense Costs "). However, Consultant shall provide its immediate cooperation, at no additional cost to the City, to the City in defending such claims. In the event City tenders a claim to Consultant for damages alleged to arise out of, pertain to, or relate to the Consultant's negligence, recklessness or intentional misconduct or for the reimbursement of Defense Costs, and the parties are unable to mutually agree to a resolution, such issues shall be decided by a single arbitrator, chosen by the parties, in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association then obtaining unless the parties agree otherwise. This agreement to arbitrate shall be specifically enforceable under the California Arbitration Act. The award rendered by the arbitrator shall be final, and judgment may be entered upon it in accordance with the applicable law in any court having jurisdiction thereof. B. Claims for Other Liability. Consultant shall, to the fullest extent allowed by law, with respect to all services performed in connection with the Agreement, indemnify, defend, and hold harmless the City and its officers, officials, agents, employees and volunteers against any and all liability, claims, actions, causes of action or demands whatsoever from and against any of them, including any injury to or death of any person or damage to property or other liability of any nature, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Consultant or Consultant's employees, officers, officials, agents or independent contractors. Such costs and expenses shall include reasonable attorneys' fees of counsel of City's choice, expert fees and all other costs and fees of litigation. Consultant shall not be obligated under this Agreement to indemnify City to the extent that the damage is caused by the sole or active negligence or willful misconduct of City, its agents or employees. C. Claims involving intellectual property. In addition to the obligations set forth in (A) and (B) above, Consultant shall indemnify, defend, and hold the City, its elected and appointed officers, employees, and volunteers, harmless from and against any Claim in which a violation of intellectual property rights, including but not limited to copyright or patent rights, is alleged that arises out of, pertains to, or relates to Consultant's negligence, recklessness or willful misconduct under this Agreement. Such costs and expenses shall include reasonable attorneys' fees of counsel of City's choice, expert fees and all other costs and fees of litigation. Page 4 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment 10,. INSURANCE: On or before the commencement of the term of this Agreement, Consultant shall furnish City with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with paragraphs 12A, B, C, D and E. Such certificates or insurance policy, which do not limit Consultant's indemnification, shall also contain substantially the following statement: "Should any of the above insurance covered by this certificate be canceled before the expiration date thereof, the insurer affording; coverage shall provide thirty (30) days' advance written notice to the City of Cupertino by mail, Attention: City Manager." It is agreed that Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to City and licensed to do insurance business in the State of California. Endorsements naming the City as additional insured shall be submitted with the insurance certificates. A. COVERAGE: Consultant shall maintain the following insurance coverage: (1) Workers' Compensation: Statutory coverage as required by the State of California. (2) Liabili : Commercial general liability coverage in the following minimum limits: Bodily Injury: $500,000 each occurrence $1,000,000 aggregate - all other Property Damage: $100,000 each occurrence $250,000 aggregate If submitted, combined single limit policy with aggregate limits in the amounts of $1,000,000 will be considered equivalent to the required minimum limits shown above. (3) Automotive: Comprehensive automotive liability coverage in the following minimum limits: Bodily Injury: $500,000 each occurrence Property Damage: $100,000 each occurrence or Combined Single Limit: $500,000 each occurrence (4) Professional Liabili-ty: Professional liability insurance which includes coverage for the professional negligent acts, errors and omissions of Consultant in the amount of at least $1,000,000. Page 5 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment B. SUBROGATION WAIVER: Consultant agrees that in the event of loss due to any of the perils for which he /she has agreed to provide comprehensive general and automotive liability insurance, Consultant shall look solely to his/her insurance for recovery. Consultant hereby grants to City, on behalf of any insurer providing comprehensive general and automotive liability insurance to either Consultant or City with respect to the services of Consultant herein, a waiver of any right to subrogation which any such insurer of said Consultant may acquire against City by virtue of the payment of any loss under such insurance. C. FAILURE TO SECURE: If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance, City shall be permitted to obtain such insurance in the Consultant's name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid. D. ADDITIONAL INSURED: City, its City Council, boards and commissions, officers, employees and volunteers shall be named as an additional insured under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy. E. SUFFICIENCY OF INSURANCE: The insurance limits required by City are not represented as being sufficient to protect Consultant. Consultant is advised to confer with Consultant's insurance broker to determine adequate coverage for Consultant. 11. CONFLICT OF INTEREST: Consultant warrants that it is not a conflict of interest for Consultant to perform the services required by this Agreement. Consultant may be required to fill out a conflict of interest form if the services provided under this Agreement require Consultant to make certain governmental decisions or serve in a staff capacity as defined in Title 2, Division 6, Section 18700 of the California Code of Regulations. 12. PROHIBITION AGAINST TRANSFERS: Consultant shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of City. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for money by Consultant from City under this Agreement may be assigned to a Page 6 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment bank, trust company or other financial institution without prior written consent. Written notice of such assignment shall be promptly furnished to City by Consultant. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant, if Consultant is a partnership or joint venture or syndicate or cotenancy, which shall result in changing the control of Consultant, shall be construed as an assignment of this Agreement. Control means fifty percent (50 %) or more of the voting power of the corporation. 13. SUBCONTRACTOR APPROVAL: Unless prior written consent from City is obtained, only those people and subcontractors whose names are included in this Agreement shall be used in the performance of this Agreement. In the event that Consultant employe subcontractors, such subcontractors shall be required to furnish proof of workers' compensation insurance and shall also be required to carry general, automobile and professional liability insurance in reasonable conformity to the insurance carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each provision of this Agreement. 14. PERMITS AND LICENSES: Consultant, at his/her sole expense, shall obtain and maintain during the term of this Agreement, all appropriate permits, certificates and licenses including, but not limited to, a City Business License, that may, be required in connection with the performance of services hereunder. 15. REPORTS: A. Each and every report, draft, work product, map, record and other document, hereinafter collectively referred to as "Report ", reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive property of City. Consultant shall not copyright any Report required by this Agreement and shall execute appropriate documents to assign to City the copyright to Reports created pursuant to this Agreement. Any Report, information and data acquired or required by this Agreement shall become the property of City, and all publication rights are reserved to City. Consultant may retain a copy of any report furnished to the City pursuant to this Agreement. B. All Reports prepared by Consultant may be used by City in execution or implementation of: (1) The original Project for which Consultant was hired; (2) Completion of the original Project by others; (3) Subsequent additions to the original project; and /or (4) Other City projects as appropriate. C. Consultant shall, at such tirne and in such form as City may require, furnish reports concerning the status of services required under this Agreement. D. All Reports required to be provided by this Agreement shall be printed on recycled paper. All Reports shall be copied on both sides of the paper except for one Page 7 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment original, which shall be single sided. E. No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement shall be made available to any individual or organization by Consultant without prior approval by City. F. Electronic and hard copies of Consultant's work product shall constitute the Project deliverables. Plans to be in CAD and PDF formats, and other documents to be in Microsoft Word and PDF formats. City holds Consultant harmless for any modifications to the documents. 16. RECORDS: Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to such books and records to the representatives of City or its designees at all proper times, and gives City the right to examine and audit same, and to make transcripts therefrom as necessary, and to allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained for a period of three (3) years after receipt of final payment. If supplemental examination or audit of the records is necessary due to concerns raised by City's preliminary examination or audit of records, and the City's supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of contract or failure to act in good faith, then Consultant shall reimburse City for all reasonable costs and expenses associated with the supplemental examination or audit. 17. NOTICES: All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States Mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals from Consultant to City shall be addressed to City at: City of Cupertino 10300 Torre Ave. Cupertino CA 95014 Attention: Carmen Lynaugh Page 8 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment All notices, demands, requests, or approvals from City to Consultant shall be addressed to Consultant at: Burton Edwards Siegel & Strain Architects 1295 591h Street Emeryville, CA 94608 Phone: 510 - 547 -8092 x 102 e -mail: hsiegel@siegelstrain.com 18. TERMINATION: In the event Consultant fails or refuses to perform any of the provisions hereof at the time and in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If such default is not cured within within the time specified after receipt by Consultant from City of written notice of default, specifying the nature of such default and the steps necessary to cure such default, City may terminate the Agreement forthwith by giving to the Consultant written notice thereof. City shall have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) days' prior written notice to Consultant as provided herein. Upon termination of this Agreement:, each party shall pay to the other party that portion of compensation specified in this Agreement that is earned and unpaid prior to the effective date of termination. In the event of termination, Consultant shall deliver to City, copies of all reports, documents, and other work performed by Consultant under this Agreement. 19. COMPLIANCES: Consultant shall comply with all state or federal laws and all ordinances, rules and regulations enacted or issued by City. 20. CONFLICT OF LAW: This Agreement shall be interpreted under, and enforced by the laws of the State of California excepting any choice of law rules which may direct the application of laws of another jurisdiction. The Agreement and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities.) Any suits brought pursuant to this Agreement shall be filed with the courts of the County of Santa Clara, State of California. 21. ADVERTISEMENT: Consultant shall not post, exhibit, display or allow to be posted, exhibited, displayed any signs, advertising, show bills, lithographs, posters or cards of any kind pertaining to the services performed under this Agreement unless prior written approval has been secured from City to do otherwise. Page 9 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment 22. WAIVER: A waiver by City of any breach of any term, covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained herein, whether of the same or a different character. 22. INTEGRATED CONTRACT: This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by written execution signed by both City and Consultant. 23. GIFTS: A. Consultant is familiar with City's prohibition against the acceptance of any gift by a City officer or designated employee, which prohibition is found in City Administrative Procedures. B. Consultant agrees not to offer any City officer or designated employee any gift prohibited by the Administrative Procedures. C. The offer or giving of any prohibited gift shall constitute a material breach of this Agreement by Consultant. In addition to any other remedies, City may have in law or equity, City may terminate this Agreement for such breach as provided in Section 19 of this Agreement. 24. INSERTED PROVISIONS: Each provision and clause required by law to be inserted into the Agreement shall be deemed to be enacted herein, and the Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise, any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either party. 25. CAPTIONS: The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement. Page 10 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment P.O. No.- M S-2 % % IN WITNESS WHEREOF, the parties have caused the Agreement to be executed. z CONSULTA T ; /. 0 �/ CITY OF CUPERTINO V A Municipal Corporation Siegel & Strain Architects Timm Borden, Director of Public Works Title Date Tax I.D. No.: � �7 1295 591h Street Emeryville, CA 94608 Phone: 510 - 547 -8092 Date Z�'L- APPROVED AS TO FORM: MY. ATTEST: Grace Schmidt, City Clerk Contract Amount: $ 75,000 Account No.: 420- 9262 -9300 `v� U ~' Page -11 of 11 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment EXHIBIT A SCOPE OF SERVICES CONSULTANT shall perform professional services as detailed in the following sections related to the McClellan Ranch Historic Structures Assessment project located at the 22221 McClellan Road, Cupertino. SECTION 1. GENERAL A. General PROJECT Description: The PROJECT involves evaluating of structures at McClellan Ranch for historical significance under current standards. Several structures at McClellan Ranch were evaluated in 1995 -96 for historic status, condition and possible use. The structures may now be eligible for historic status, qualify for coverage under the recently adopted 2010 California Historical Building Code, and /or qualify for grant funding. The evaluation will identify the structures' significance under the current standard and allow for their proper repair and protections. The structures to be assessed are: • Ranch House • Garage (Nature Museum) • Blacksmith Shop • Milk Barn • Tank House • Gardeners' Shed • Barn • Tack Room(4H Office) • Animal Sheds B. General Performance Requirements: 1. The performance of all services by CONSULTANT shall be to the satisfaction of the CITY, in accordance with the express terms hereof, including but not limited to the terms set out in detail in this scope of services and the standard of care provisions contained in this AGREEMENT. 2. The CITY's Department of Public Works shall manage the design and construction of the PROJECT and this AGREEMENT. CONSULTANT shall receive final direction from the CITY's Director of Public Works or his/her authorized designee (hereinafter collectively "CITY ") only. The CITY shall resolve any conflicting direction from other groups, departments or agencies. 3. CONSULTANT shall coordinate this scope of services with the CITY as well as with other CITY consultants and contractors, as needed or as directed by the CITY. CONSULTANT shall schedule meeting and prepare meeting agendas and minutes for all PROJECT meetings during the design phase under the scope of Page 1 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits work. All minutes of meetings are due to the CITY within five (5) working days after the meeting. CONSULTANT shall provide copies of such documentation to the CITY, and as directed by the CITY, to other appropriate agencies and entities. CONSULTANT shall coordinate all responses to comments through the CITY. 4. CONSULTANT shall designate and provide to the CITY the names of their team members for the PROJECT. The team members shall be satisfactory to the CITY. The team members shall include Burton Edwards as CONSULTANT's Principal - in- charge for the duration of the PROJECT. CONSULTANT shall not substitute any team members without the prior approval of the CITY. 5. CONSULTANT's services shall be performed as expeditiously as is consistent with professional skill and care and the orderly process of the work. The schedule for the performance included in EXHIBIT B, may be adjusted by mutual agreement. 6. CONSULTANT shall manage its SUBCONSULTANTS, and administer the PROJECT. CONSULTANT shall consult with the CITY, research applicable design criteria, and communicate with members of the PROJECT team. 7. When the CITY determines that the PROJECT requirements have been sufficiently identified, CONSULTANT shall prepare and update a PROJECT schedule for the CITY at the beginning of each TASK as defined in SECTION 2 - "SCOPE of SERVICES" of this EXHIBIT A. The PROJECT schedule shall identify milestone dates for decisions required of the CITY, design services furnished by CONSULTANT and CONSULTANT's SUBCONSULTANTS, dates of reviews and approvals required by all governmental agencies that have jurisdiction over the PROJECT, deliverables to be furnished by CONSULTANT, completion of documentation provided by CONSULTANT, commencement of construction and substantial completion of the construction of the PROJECT, and as identified in the exhibits under this AGREEMENT. 8. CONSULTANT shall submit the ]= listorical Structures Assessment document to the CITY, according with this EXHIBIT A for purposes of evaluation and approval by the CITY. The CITY including the Department of Public Works Engineering and City Facilities and Department of Parks and Recreation will review the document. CONSULTANT will meet with the CITY for progress review at various stages of the PROJECT. CONSULTANT will be responsible for causing the appropriate SUBCONSULTANT(S) to attend any meetings included in this SCOPE OF SERVICES. CONSULTANT shall make revisions to the document as required for each ta;;k in a timely manner. 9. CONSULTANT shall prepare and make presentations to explain the Historical Structures Assessment as directed by the CITY according with this EXHIBIT A. In addition CONSULTANT will be required to attend and prepare presentation materials for a Parks and Recreation Commission meeting and the City Council meeting. Page 2 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits SECTION 2. TASKS Task 1. Review of Existing Documentation S&S will review the several previous reports and drawings both to be familiar with the prior condition of the various structures and to establish a check list for updating current conditions. Task 2. Site Visit with consultants to McClellan Ranch and survey nine structures 1. Ranch House, 2. Garage (Nature Museum), 3. Blacksmith Shop, 4. Milk Barn, 5. Tank House, 6. Gardeners' Shed, 7. Barn, 8. Tack Room (4H Office) 9. Animal Sheds Task 3. Conditions Assessment S &S will update conditions assessments of the nine structures and photographically document each. In addition S &S will review conditions under current building codes and make general recommendations for code mandated updates according to proposed uses. Task 4. Character- Defining Features S&S will provide a list of Character - Defining features of each of the nine buildings where appropriate. Task 5. Archival Research After reviewing existing documentation, S &S will do additional archival research to both fill in gaps in existing documentation and to update it. Task 6. Evaluation / Recommendations S &S will evaluate the individual buildings and the overall property for historical significance undercurrent historic preservation standards. The buildings will be considered individually and as a potential historic district. Page 3 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits Task 7. Report (draft / final) S&S will provide the City with a draft report for the City's review and comment. After appropriate response to comments S &S will provide a final report. (One hard copy and one electronic copy in MS Word and pdf) Task 8. Meetings S &S has included three meetings with staff during the completion of this project. The first will occur in conjunction with the Site Visit with consultants. At the second meeting S &S will review the draft report with City staff (this could take the form of a telephone conference). The third meeting will be a presentation of the final report to the City Council. Page 4 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits EXHIBIT B SCHEDULE OF PERFORMANCE CONSULTANT shall complete all work by August 31, 2013. The following sets forth the distribution of CONSULTANT's Schedule of Performance for each project. The CITY may approve in writing the extension of any milestone date set in this Exhibit. Task #1: Review of Existing Documentation: 3 weeks after Notice to Proceed (NTP) for this hase Task #2 Site Visits: 3weeks after Notice to Proceed (NTP) for this phase Task #3: Conditions Assessment: 10 weeks after Notice to Proceed (NTP) for this phase Task #4: Character - Defining Features 10week after Notice to Proceed (NTP) for this phase Task #5: Archival Research: 9 weeks after Notice to Proceed (NTP) for this phase Task #6: Evaluation /Recommendations: 13weeks after Notice to Proceed (NTP) for this phase Task #7 Report (Draft/Final) 20weeks after Notice to Proceed (NTP) for this phase Page 5of10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits Task #8 Meetings 21 weeks after Notice to Proceed (NTP) for this phase Page 6 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits EXHIBIT C COMPENSATION A. Maximum Compensation. The CITY agrees to compensate CONSULTANT for professional services performed in accordance with the terms and conditions of this AGREEMENT. The maximum amount of compensation to be paid to CONSULTANT under this AGREEMENT, including both payment for professional services, and reimbursable expenses, shall not exceed SEVENTY FIVE THOUSAND DOLLARS ($ 75,000). CONSULTANT agrees that it shall perform all of the services set forth in Exhibit A of this AGREEMENT. B. Method of Payment For Task Nos. 1 through 8 CONSULTANT shall, during the term of this AGREEMENT, invoice the CITY monthly based upon a percentage of completion of each milestone set forth below in the Payment Schedule (Schedule D below) for services performed, and reimbursable expenses incurred if applicable, in completing that milestone under this AGREEMENT. (Hereinafter "Invoice. ") Provided CONSULTANT has completed the services and incurred the reimbursable expenses covered by the Invoice in accordance with the provisions of this AGREEMENT, as determined by the CITY, the CITY shall pay CONSULTANT the amount shown on the Invoice within thirty (30) working days of receipt of the Invoice. The Invoice shall be based on the percentage of milestone completed, and it shall describe the topics and tasks completed during the Invoice period in accordance with the Budget Schedule and Payment Schedule set forth below. The Invoice shall list work completed and reimbursable expenses if applicable, in accordance with the Budget Schedule and Payment Schedule set forth below. CONSULTANT also shall include supporting documents for any reimbursable expenses. The Invoice shall also show the total to be paid for the Invoice period. Page 7 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits C. Budget Schedule The Budget Schedule for this AGREEMENT shall be as follows: CONSULTANT shall not exceed any of the specified budget amounts for any Task without prior written authorization from the CITY. The CITY may approve in writing the transfer of budget amounts between any of the Tasks listed above provided the total AGREEMENT amount does not exceed SEVENTY FIVE THOUSAND DOLLARS ($ 75,000). Page 8of10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits Task Task Description Compensation Task #1: Review of Existing Documentation $ 2,240 Task #2: Site Visit(s) $ 7,130 Task #3: Conditions Assessment $ 25,695 Task #4: Character - Defining Features $ 4,100 Task #5: Archival Research $ 5,450 Task #6: Evaluation/Recommendations $ 9,760 Task #7: Report (Draft/Final) $ 16,825 Task #8: Meetings $ 3,800 TOTAL $ 75,000 CONSULTANT shall not exceed any of the specified budget amounts for any Task without prior written authorization from the CITY. The CITY may approve in writing the transfer of budget amounts between any of the Tasks listed above provided the total AGREEMENT amount does not exceed SEVENTY FIVE THOUSAND DOLLARS ($ 75,000). Page 8of10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits D. Payment Schedule The Payment Schedule for this AGREEMENT shall be as follows: TASK MILESTONE PERCENT OF TASK COMPENSATION PAID UPON COMPLETION OF MILESTONE Task #1— Review of Existing Documentation 100% Task #2 — Site Visits 100% Task #3 — Condition Assessment 100% Task #4 — Character — Defining Features 100% Task #5 — Archival Research 100% Task #6 — Evaluation /Recommendations 100% Task #7 — Report (Draft/Final) 100% Task #8 — Meetings 100% Page 9 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits E. Subconsultant Services. CONSULTANT is directly responsible for any payment for SUBCONSULTANT work on this PROJECT. SUBCONSULTANT work on this PROJECT is included in the Budget Schedule shown above and shall be billed to the CITY by CONSULTANT as part of the Basic Services. F. Reimbursable expenses. Reimbursable expenses are included in CONSUL.TANT's maximum compensation, including, but not limited to, any expenses related to CONSULTANT's internal plan checks, CAD test prints, 8 1/2" x 11" copies or fax copies. Plotting and Printing for public distribution will be the responsibility of the CITY. There are no separate reimbursable expenses for Basic Services performed under Tasks 1 -6 of EXHIBIT A. Page 10 of 10 Siegel & Strain Architects Agreement McClellan Ranch Historic Structures Assessment Exhibits