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HomeMy WebLinkAboutBlue Zones LLC 2023-09-08AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES This Agreement, made and entered into this 18th day of September, 2023 (“Effective Date”), by and between CITY OF UKIAH, CALIFORNIA, hereinafter referred to as "City" and Blue Zones, LLC, a limited liability company organized and in good standing under the laws of the state of Minnesota, hereinafter referred to as "Consultant". RECITALS This Agreement is predicated on the following facts: a. City requires consulting services related to technical assistance and strategic counsel to support the environment planning, design and implementation efforts of complete streets principles within City of Ukiah projects. b. Consultant represents that it has the qualifications, skills, experience and properly licensed to provide these services, and is willing to provide them according to the terms of this Agreement. c. City and Consultant agree upon the Scope-of-Work and Work Schedule attached hereto as Attachment "A", describing contract provisions for the project and setting forth the completion dates for the various services to be provided pursuant to this Agreement. TERMS OF AGREEMENT 1.0 DESCRIPTION OF PROJECT 1.1 The Project is described in detail in the attached Scope-of-Work (Attachment "A"). 2.0 SCOPE OF SERVICES 2.1 As set forth in Attachment "A". 2.2. Additional Services. Additional services, if any, shall only proceed upon written agreement between City and Consultant. The written Agreement shall be in the form of an Amendment to this Agreement. 3.0 CONDUCT OF WORK 3.1 Time of Completion. Consultant shall commence performance of services as required by the Scope-of-Work upon receipt of a Notice to Proceed from City and shall complete services as requested and specified within the terms of this Agreement. If any contract disputes arise, City and Contractor shall reasonably reevaluate timeline and delivery in accordance with Section 4.2. Changes. 4.0 COMPENSATION FOR SERVICES 4.1 Basis for Compensation. For the performance of the professional services of this Agreement, Consultant shall be compensated on a time and expense basis. Labor charges shall be based upon hourly billing rates for the various classifications of personnel employed by Consultant to perform the Scope of Work as set forth in the COU No. 2324-091 Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 attached Attachment “A”, which shall include all indirect costs and expenses of every kind or nature, except direct expenses. The direct expenses and the fees to be charged for same shall be as set forth in Attachment “A”. 4.2 Changes. Should changes in compensation be required because of changes to the Scope-of-Work of this Agreement, the parties shall agree in writing to any changes in compensation. "Changes to the Scope-of-Work" means different activities than those described in Attachment "A" and not additional time to complete those activities than the parties anticipated on the date they entered this Agreement. 4.3 Sub-contractor Payment. The use of sub-consultants or other services to perform a portion of the work of this Agreement shall be approved by City prior to commencement of work. The cost of sub-consultants shall be included within guaranteed not-to-exceed amount set forth in Section 4.1. 4.4 Terms of Payment. Payment to Consultant for services rendered in accordance with this contract shall be based upon submission of monthly invoices for the work satisfactorily performed prior to the date of the invoice less any amount already paid to Consultant, which amounts shall be due and payable thirty (30) days after receipt by City. The invoices shall provide a description of each item of work performed, the time expended to perform each task, the fees charged for that task, and the direct expenses incurred and billed for. Invoices shall be accompanied by documentation sufficient to enable City to determine progress made and to support the expenses claimed. 5.0 ASSURANCES OF CONSULTANT 5.1 Independent Contractor. Consultant is an independent contractor and is solely responsible for its acts or omissions. Consultant (including its agents, servants, and employees) is not the City's agent, employee, or representative for any purpose. It is the express intention of the parties hereto that Consultant is an independent contractor and not an employee, joint venturer, or partner of City for any purpose whatsoever. City shall have no right to, and shall not control the manner or prescribe the method of accomplishing those services contracted to and performed by Consultant under this Agreement, and the general public and all governmental agencies regulating such activity shall be so informed. Those provisions of this Agreement that reserve ultimate authority in City have been inserted solely to achieve compliance with federal and state laws, rules, regulations, and interpretations thereof. No such provisions and no other provisions of this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between Consultant and City. Consultant shall pay all estimated and actual federal and state income and self- employment taxes that are due the state and federal government and shall furnish and pay worker's compensation insurance, unemployment insurance and any other benefits required by law for himself and his employees, if any. Consultant agrees to indemnify and hold City and its officers, agents and employees harmless from and against any claims or demands by federal, state or local government agencies for any such taxes or benefits due but not paid by Consultant, including the legal costs associated with defending against any audit, claim, demand or law suit. Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 Consultant warrants and represents that it is a properly licensed professional or professional organization with a substantial investment in its business and that it maintains its own offices and staff which it will use in performing under this Agreement. 5.2 Conflict of Interest. Consultant understands that its professional responsibility is solely to City. Consultant has no interest and will not acquire any direct or indirect interest that would conflict with its performance of the Agreement. Consultant shall not in the performance of this Agreement employ a person having such an interest. If the City Manager determines that the Consultant has a disclosure obligation under the City’s local conflict of interest code, the Consultant shall file the required disclosure form with the City Clerk within 10 days of being notified of the City Manager’s determination. 6.0 INDEMNIFICATION 6.1 Insurance Liability. Without limiting Consultant's obligations arising under Paragraph 6.2 Consultant shall not begin work under this Agreement until it procures and maintains for the full period of time allowed by law, surviving the termination of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with its performance under this Agreement. A. Minimum Scope of Insurance Coverage shall be at least as broad as: 1. Insurance Services Office ("ISO) Commercial General Liability Coverage Form No. CG 20 10 10 01 and Commercial General Liability Coverage – Completed Operations Form No. CG 20 37 10 01. 2. ISO Form No. CA 0001 (Ed. 1/87) covering Automobile Liability, Code 1 "any auto" or Code 8, 9 if no owned autos and endorsement CA 0025. 3. Worker's Compensation Insurance as required by the Labor Code of the State of California and Employers Liability Insurance. 4. Errors and Omissions liability insurance appropriate to the consultant’s profession. Architects’ and engineers’ coverage is to be endorsed to include contractual liability. B. Minimum Limits of Insurance Consultant shall maintain limits no less than: 1. General Liability: $1,000,000 combined single limit per occurrence for bodily injury, personal injury and property damage including operations, products and completed operations. If Commercial General Liability Insurance or other form with a general aggregate limit is used, the general aggregate limit shall apply separately to the work performed under this Agreement, or the aggregate limit shall be twice the prescribed per occurrence limit. 2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and property damage. Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 3. Worker's Compensation and Employers Liability: Worker's compensation limits as required by the Labor Code of the State of California and Employers Liability limits of $1,000,000 per accident. 4. Errors and Omissions liability: $1,000,000 per occurrence. C. Deductibles and Self-Insured Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects to the City, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. D. Other Insurance Provisions The policies are to contain, or be endorsed to contain, the following provisions: 1. General Liability and Automobile Liability Coverages a. The City, it officers, officials, employees and volunteers are to be covered as additional insureds as respects; liability arising out of activities performed by or on behalf of the Consultant, products and completed operations of the Consultant, premises owned, occupied or used by the Consultant, or automobiles owned, hired or borrowed by the Consultant for the full period of time allowed by law, surviving the termination of this Agreement. The coverage shall contain no special limitations on the scope-of-protection afforded to the City, its officers, officials, employees or volunteers. b. The Consultant's insurance coverage shall be primary insurance as respects to the City, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees or volunteers shall be in excess of the Consultant's insurance and shall not contribute with it. c. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its officers, officials, employees or volunteers. d. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 2. Worker's Compensation and Employers Liability Coverage The insurer shall agree to waive all rights of subrogation against the City, its officers, officials, employees and volunteers for losses arising from Consultant's performance of the work, pursuant to this Agreement. Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 3. Professional Liability Coverage If written on a claims-made basis, the retroactivity date shall be the effective date of this Agreement. The policy period shall extend from ------ to ------------. 4. All Coverages Each Insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. E. Acceptability of Insurers Insurance is to be placed with admitted California insurers with an A.M. Best's rating of no less than A- for financial strength, AA for long-term credit rating and AMB-1 for short-term credit rating. F. Verification of Coverage Consultant shall furnish the City with Certificates of Insurance and with original Endorsements effecting coverage required by this Agreement. The Certificates and Endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The Certificates and Endorsements are to be on forms provided or approved by the City. Where by statute, the City's Workers' Compensation - related forms cannot be used, equivalent forms approved by the Insurance Commissioner are to be substituted. All Certificates and Endorsements are to be received and approved by the City before Consultant begins the work of this Agreement. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. If Consultant fails to provide the coverages required herein, the City shall have the right, but not the obligation, to purchase any or all of them. In that event, the cost of insurance becomes part of the compensation due the contractor after notice to Consultant that City has paid the premium. G. Subcontractors Consultant shall include all subcontractors or sub-consultants as insured under its policies or shall furnish separate certificates and endorsements for each sub- contractor or sub-consultant. All coverage for sub-contractors or sub-consultants shall be subject to all insurance requirements set forth in this Paragraph 6.1. 6.2 Indemnification. Notwithstanding the foregoing insurance requirements, and in addition thereto, Consultant agrees, for the full period of time allowed by law, surviving the termination of this Agreement, to indemnify the City for any claim, cost or liability that arises out of, or pertains to, or relates to any negligent act or omission or the willful misconduct of Consultant in the performance of services under this contract by Consultant, but this indemnity does not apply to liability for damages for death or bodily injury to persons, injury to property, or other loss, arising from the sole negligence, willful misconduct or defects in design by the City, or arising from the active negligence of the City. Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 “Indemnify,” as used herein includes the expenses of defending against a claim and the payment of any settlement or judgment arising out of the claim. Defense costs include all costs associated with defending the claim, including, but not limited to, the fees of attorneys, investigators, consultants, experts and expert witnesses, and litigation expenses. References in this paragraph to City or Consultant, include their officers, employees, agents, and subcontractors. 7.0 CONTRACT PROVISIONS 7.1 Ownership of Work. All documents furnished to Consultant by City and all documents or reports and supportive data prepared by Consultant under this Agreement are owned and become the property of the City upon their creation and shall be given to City immediately upon demand and at the completion of Consultant's services at no additional cost to City. Deliverables are identified in the Scope-of-Work, Attachment "A". All documents produced by Consultant shall be furnished to City in digital format and hardcopy. Consultant shall produce the digital format, using software and media approved by City. 7.2 Governing Law. Consultant shall comply with the laws and regulations of the United States, the State of California, and all local governments having jurisdiction over this Agreement. The interpretation and enforcement of this Agreement shall be governed by California law and any action arising under or in connection with this Agreement must be filed in a Court of competent jurisdiction in Mendocino County. 7.3 Entire Agreement. This Agreement plus its Attachment(s) and executed Amendments set forth the entire understanding between the parties. 7.4 Severability. If any term of this Agreement is held invalid by a court of competent jurisdiction, the remainder of this Agreement shall remain in effect. 7.5 Modification. No modification of this Agreement is valid unless made with the agreement of both parties in writing. 7.6 Assignment. Consultant's services are considered unique and personal. Consultant shall not assign, transfer, or sub-contract its interest or obligation under all or any portion of this Agreement without City's prior written consent. 7.7 Waiver. No waiver of a breach of any covenant, term, or condition of this Agreement shall be a waiver of any other or subsequent breach of the same or any other covenant, term or condition or a waiver of the covenant, term or condition itself. 7.8 Termination. This Agreement may only be terminated by either party: 1) for breach of the Agreement; 2) because funds are no longer available to pay Consultant for services provided under this Agreement; or 3) City has abandoned and does not wish to complete the project for which Consultant was retained. A party shall notify the other party of any alleged breach of the Agreement and of the action required to cure the breach. If the breaching party fails to cure the breach within the time specified in the notice, the contract shall be terminated as of that time. If terminated for lack of funds or abandonment of the project, the contract shall terminate on the date notice of termination is given to Consultant. City shall pay the Consultant only for services Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 performed and expenses incurred as of the effective termination date. In such event, as a condition to payment, Consultant shall provide to City all finished or unfinished documents, data, studies, surveys, drawings, maps, models, photographs and reports prepared by the Consultant under this Agreement. Consultant shall be entitled to receive just and equitable compensation for any work satisfactorily completed hereunder, subject to off-set for any direct or consequential damages City may incur as a result of Consultant's breach of contract. 7.9 Execution of Agreement. This Agreement may be executed in duplicate originals, each bearing the original signature of the parties. Alternatively, this Agreement may be executed and delivered by facsimile or other electronic transmission, and in more than one counterpart, each of which shall be deemed an original, and all of which together shall constitute one and the same instrument. When executed using either alternative, the executed agreement shall be deemed an original admissible as evidence in any administrative or judicial proceeding to prove the terms and content of this Agreement. 8.0 NOTICES Any notice given under this Agreement shall be in writing and deemed given when personally delivered or deposited in the mail (certified or registered) addressed to the parties as follows: CITY OF UKIAH BLUE ZONES, LLC DEPT. OF PUBLIC WORKS 200 SOUTHDALE CENTER 300 SEMINARY AVENUE EDINA, MN 55435-7000 UKIAH, CALIFORNIA 95482-5400 9.0 SIGNATURES IN WITNESS WHEREOF, the parties have executed this Agreement the Effective Date: CONSULTANT BY: __________________________ ____________________ Date PRINT NAME: _________________ __________________ IRS IDN Number CITY OF UKIAH BY: ____________________ Date CITY MANAGER ATTEST ____________________ CITY CLERK Date Feb 1, 2024 Kristine Lawler (Feb 2, 2024 07:36 PST) Kristine Lawler Feb 2, 2024 02 / 06 / 2024 Amelia Clabots 27-1603327 Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769  ATTACHMENT A  © 2023 Blue Zones, LLC | All rights reserved Ukiah Technical Assistance - Page 1   CITY OF UKIAH ON-CALL TECHNICAL SERVICES   This Statement of Work (“SOW”) is entered into pursuant to the Consulting Services Agreement entered  into effective as of September 18, 2023(the “Agreement”), by and between Blue Zones, LLC (“Blue Zones”) and the City of Ukiah (“City”).  This SOW is subject to the terms of the Agreement, which are  incorporated herein by reference.    1. SOW Effective Date: 8/16/23    2. SOW Term: SOW Effective Date in perpetuity unless terminated by either party and subject to the  terms of the Consulting Services Agreement.    3. Description of Services:    The City of Ukiah (City) seeks on­call technical assistance from Blue Zones to support built environment  planning, design and implementation efforts. This includes:    • Meeting Participation. Blue Zones will attend Zoom or in­person meetings, as requested by the City, to  address built environment challenges and opportunities.     • Existing Conditions Assessment. Blue Zones will examine existing traffic safety, circulation, and  operations issues for pedestrians, bicyclists, motorists, freight and emergency responders in areas  identified by the City. This review will include available traffic counts, crash data, GIS data, and  inventory the presence and condition of existing facilities, facility gaps, crossings, ADA ramps, and  additional features. An Existing Conditions presentation will explain current conditions and good  practices to encourage multi­modal transportation and placemaking. This will include design  standards, practices and resources relevant to Ukiah.     • Concept Peer Review. In partnership with the City’s Public Works Department and other City  Departments, Blue Zones will provide a peer review of existing designs and concepts to determine  alignment with good practices and suggest alternatives, as applicable, for consideration.     • Policy Peer Review. In partnership with the City’s Public Works Department and other City Departments, Blue Zones will provide a peer review of existing policies, plans and codes to determine  alignment with good practices and suggest alternatives, as applicable, for consideration.    • Community Engagement. Blue Zones will engage with key stakeholders, as requested by the City, to  discuss concept development and share good practices relevant to Ukiah. Blue Zones will develop  presentation materials and other resources, as requested by the City, to explain key concepts and  present design alternatives in audience­appropriate formats.     • Graphics. The Blue Zones team will create graphics and renderings, including photo­visions, to explain  key concepts and represent the community’s vision.  Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769     © 2023 Blue Zones, LLC | All rights reserved City of Ukiah Technical Assistance - Page 2           SCHEDULE   On­call technical assistance will begin in August 2023 subject to the terms and conditions of the Master  Services Agreement. Project timelines will be confirmed based on notice to proceed provided by the  City’s representative.     FEE   Services will be billed using the following hourly and daily rates. Direct expenses will be billed at cost.     Blue Zones Project Team Hourly Rate On­Site Daily Rate  Dan Burden $250 $3,000  Michael Wallwork $225 $2,750  Todd Clements $210 $2,500  Sarah Bowman $140 NA  Other Blue Zones Labor Categories Hourly Rate On­Site Daily Rate  Blue Zones Planner 1 $385 $4,350  Blue Zones Planner 2 $250 $3,000  Blue Zones Planner 3 $210 $2,500  Blue Zones Engineer 1 $340 $3,900  Blue Zones Engineer 2 $225 $2,750  Blue Zones Urban Designer 1 $450 $5,000  Blue Zones Urban Designer 2 $315 $3,650  Blue Zones Urban Designer 3 $245 $2,950  Blue Zones Project Manager 1 $245 $2,950  Blue Zones Project Manager 2 $140 NA  Blue Zones Administrative Support $100 NA      Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769     © 2023 Blue Zones, LLC | All rights reserved City of Ukiah Technical Assistance - Page 3           BLUE ZONES BUILT ENVIRONMENT TEAM   Dan Burden, Built Environment Technical Expert: Dan has spent more than 40 years helping more than  3,800 communities ‘get back on their feet’ and achieve more walkable streets. In 2014, Dan was named a Champion of Change by the White House and US Department of Transportation. Dan was named by  TIME Magazine as “one of the six most important civic innovators in the world,” 2001. Dan’s greatest talent is to inspire and help people design their cities around people and place, not around speed and  efficiency. Dan will serve as the principal­in­charge, leading existing conditions assessment, community  engagement and serving as the direct contact through all phases of work.    Michael Wallwork, Roundabouts Expert: Michael’s 49 years of transportation engineering and design experience includes helping introduce roundabouts and traffic calming to North America, after having  advanced these tools in his home country of Australia. Credentials include civil engineering instructor,  traffic engineering, road construction, transit design, complete streets, off­road trails and traffic  calming. His experience includes a wide range of projects in all sizes and complexities of communities.  Projects range from single intersection designs to large­scale road projects that integrate attractive  landscaping with transit, pedestrian, bicycle, and vehicle facilities. Michael believes that streets and  highways should serve all users, motorists, transit, pedestrians, bicyclists, and people with disabilities.    Todd Clements, Landscape Architect & Designer: Todd is a robust force in the design field with 27 years  of experience. Todd uses his knowledge of landscape architecture, urban design, and   land planning to create thoughtful, memorable spaces. Todd’s passion  for visualizations and attention to  detail is a strong tool that helps people reimagine what could be for the public spaces and streets. Todd  earned his Bachelor of Landscape Architecture from Louisiana State University and is a Registered  Landscape Architect in the State of Florida.    Sarah Bowman, Project Manager: Sarah is a highly skilled active transportation and comprehensive  transportation project manager, writer and editor. Sarah brought life and clarity to publications and  tools on walkability, livability and Complete Streets for the U.S. Environmental Protection Agency, U.S.  Department of Transportation, U.S. Department of Housing and Urban Development, AARP, Federal  Highway Administration Transportation Research Board, Quebec Ministry of Health, Abu Dhabi  Municipality, Honolulu Department of Transportation Services and others. Sarah has delivered a wide  range of active transportation and corridor redevelopment projects, and she will do the same for this  project in her role of coordination, editing and quality assurance.    Other Blue Zones team profiles will be provided, as requested by the City.  Doc ID: 50a6fdf3a5d193560c1217ce0b670cf0409b0769 City of Ukiah Agreement Blue Zones LLC - ...ing Agreement.pdf 50a6fdf3a5d193560c1217ce0b670cf0409b0769 MM / DD / YYYY Signed 02 / 02 / 2024 14:15:23 UTC-6 Sent for signature to Amelia Clabots (amelia@bluezones.com) from angeli@bluezones.com IP: 98.245.144.215 02 / 04 / 2024 16:40:11 UTC-6 Viewed by Amelia Clabots (amelia@bluezones.com) IP: 73.228.255.43 02 / 06 / 2024 08:14:59 UTC-6 Signed by Amelia Clabots (amelia@bluezones.com) IP: 174.234.143.205 The document has been completed.02 / 06 / 2024 08:14:59 UTC-6