2007-11-06 SPDC PacketCitv of Southlake. Texas
MEMORANDUM
October 31, 2007
TO: SPDC Board of Directors
FROM: Steve Polasek, Director of Community Services
SUBJECT: Agenda Item Comments and Other Items of Interest for Southlake Parks
Development Corporation Regular Meeting — Tuesday, November 6, 2007
1. Agenda Item No. 2A. Executive Session: Land acquisition for potential park land.
2. Agenda Item No. 4. PUBLIC FORUM: This is the public's opportunity to address the
Corporation about non -agenda items. During this proceeding it is important that the
Corporation not deliberate (discuss among yourselves) or take action on any item brought
up at this time. The Corporation's options during this topic are 1) to listen, 2) ask
questions and respond to the presenter only, 3) request staff to look into the issue and
report back to the Corporation or 4) request that the Chair put the item on a future agenda
for the Corporation to discuss or consider.
Agenda Item No. 5. Administrative Comments: There are no Administrative Comments
for this meeting.
4. Agenda Item No. 6A. Consent: Apnroval of the minutes from the September 4. 2007
Southlake Parks Development Corporation regular meeting. If you have corrections to the
meeting minutes, please let Deputy City Secretary Tara Brooks know in advance or make
it part of the motion for consideration. Tara can be reached via e-mail at
tbrooks@ci.southW:e,tx.us or by calling her at (817) 748-8015.
Agenda Item No. 6B. Consent: Recommend approval of an SPDC Matching Funds
request in the amount of $3,669 from the Oak Pointe HOA for the purchase and
installation of a pond aerator at Oak Pointe Park — Oak Pointe Homeowner's
Association is requesting SPDC Matching Funds in the amount of $3,669 for the
installation of a pond aeration fountain for Oak Pointe Park. The maintenance and repairs
to the public park are the responsibility of the HOA and the fountain will help prevent the
stagnation and algae growth that occurs every summer due to the lack of circulation.
The Parks Board reviewed and recommended approval (7-0) at their October 8, 2007
meeting and City Council will consider immediately following SPDC at their November
6, 2007 meeting. A representative from the Oak Pointe HOA will be available at your
meeting to provide additional information should you have questions.
6. Agenda Item No. 7A. Consider: Recommend approval of a Professional Services
Contract with Schrickel Rollins and Associates for the engineering and design of Phase I
of Bicentennial Park in the amount of $1,150,000, with a 4.3% ($50,OOO)contingency for
a total amount not to exceed $1,200,000 — As provided in the approved CIP Budget for
fiscal year 2008, the City has negotiated a proposed professional services agreement with
Schrickel, Rollins and Associates to perform the engineering and design for Phase I
SPDC Board of Directors
Board Meeting — Tuesday, November 6, 2007
Page 2
development of Bicentennial Park. As you recall, Schrickel, Rollins and Associates
performed well in providing the City with the schematic design for redevelopment of
Bicentennial Park as approved by City Council and is intimately familiar with the scope
of the project. With over fifty years experience in planning, landscape design, and
engineering services, Schrickel, Rollins, and Associates is recommended to perform the
desired work based on their knowledge of park design and work on the previously
approved Bicentennial Park Schematic Design and aerial overview. If approved, Terry
Cheek, President of Schrickel, Rollins and Associates will serve as the lead on this
project for the consultant.
The general scope of Basic Professional Services includes:
■ providing professional consultation and advice
■ furnishing customary engineering, architectural and landscape architectural
services incidental thereto
■ preparation and development of construction plans and specifications
■ surveying
■ geotechnical assessments
■ seeking necessary governmental approvals
■ assisting in bidding and negotiations
■ construction observation and administration services
■ Architect's presentations at all requested meetings with the City including,
but not limited to, City Council, Planning and Zoning Commission, and
Parks and Recreation Board
Funding for this project in the amount of $1,200,000 is available in the approved FY
2008 SPDC CIP Budget. The proposed engineering and design fees are $1,150,000
representing 11.5 % of a proposed construction budget of $10,000,000. This fee also
includes construction observation, all surveying, and geotechnical assessments and is
typical for a project of this scale. A contingency of 4.3 % or $50,000 is also requested
for such items as reimbursable expenses for fees related to governmental licensing and
regulation reviews.
The Parks Board reviewed and recommended approval (7-0) at their October 8, 2007
meeting and City Council will consider immediately following SPDC at their November
6, 2007 meeting. Staff will provide a brief presentation at your meeting.
7. Agenda Item No 7B Consider' Recommendation on disposition of DPS North Site —
This item is brought forth to allow SPDC to review and offer their recommendation to the
City Council as part of the process for determining the transfer payment amount and
terms for the potential use of property for park purposes. The property was originally
purchased by the Crime Control District in 1999 for a price of $1.4 million or $43,750
per acre and is currently owned by the City. More recently, two appraisals were
obtained on the 31.133 tract of land from Goodrich, Schechter & Associates, LLC and
Lipscomb Davis & Company, $4,407,000 ($141,553/acre) and $5,075,000
SPDC Board of Directors
Board Meeting — Tuesday, November 6, 2007
Page 3
($163,010/acre), respectively, with a mid -point of $3,441,573 ($152,282/acre). The
Crime Control Board reviewed this item at their September 11, 2007 meeting
recommending $152,282/acre with $800,000 down and the remaining balance of
$2,641,573 to be paid over 10 years with an interest rate of 4.0%. The Park Board
reviewed this item at their October 8, 2007 meeting recommending payment at the
original purchase price plus 4% interest annually from the original acquisition date
through transfer of the property for parks and recreational uses ($59,875/acre or
$1,353,173). Two additional funding options are also included for your consideration and
Finance Director Sharon Jackson will be available to discuss the various options potential
impact on the SPDC Fund. A brief presentation will be provided at your meeting.
8. Agenda Item No. S. Discussion: There are no discussion items for this agenda.
9. Other item included in your packet for your information:
• SPDC CIP Projects Status Report
• Sales Tax Report (distributed at meeting)
As always, we appreciate your commitment and service to the City. If you have any questions
regarding the agenda or materials, please feel free to contact me at (817) 748-8018.
SP
STAFF CONTACT INFORMATION:
Steve Polasek, Director of Community Services, (817) 748-8018
Chris Tribble, Deputy Director of Community Services (817) 748-8021
Sharon Jackson, Director of Finance, (817) 748-8042
n:a., -4P e.._.aL.l..l... m_
SOUTHLAKE PARKS DEVELOPMENT CORPORATION
MEETING
November 6, 2007
4:00 p.m.
LOCATION: Southlake Town Hall
City Council Chambers
1400 Main Street
Southlake, Texas
REGULAR SESSION:
1. Call to order.
2. Executive Session: Pursuant to the Open Meetings Act, Chapter 551 of the Texas
Government Code, Section 551.071, consultation with attorney, Section 551.072,
deliberation regarding real property, and/or Section 551.073, deliberation regarding
prospective gift, Executive Session may be held for the Southlake Parks Development
Corporation to seek advise from the City Attorney as to the posted subject matter of
this Southlake Parks Development Corporation meeting.
3. Reconvene: Action necessary on item discussed in Executive Session.
4. PUBLIC FORUM
5. ADMINISTRATIVE COMMENTS - There are no items for this agenda.
CONSENT AGENDA:
All items listed below are considered to be routine by the Southlake Parks Development
Corporation Board and will be enacted with one motion. There will be no separate discussion
of items unless a Board member or citizen so requests, in which event the item will be removed
from the general order of business and considered in its normal sequence.
6. Consent:
A. Approval of the minutes from the September 4, 2007 Southlake Parks
Development Corporation regular meeting.
B. Recommend approval of an SPDC Matching Funds request in the amount of
$3,669 from the Oak Pointe HOA for the purchase and installation of a pond
aerator at Oak Pointe Park.
REGULAR AGENDA:
7. Consider:
SPDC Meeting
Meeting Date — November 6, 2007
Page 2 of 3
A. Recommend approval of a professional services contract with Schrickel, Rollins
and Associates, Inc., for the engineering and design of Phase I of Bicentennial
Park in the amount of $1,150,000, with a 4.3% ($50,000) contingency for a
total amount not to exceed $1,200,000.
B. Recommendation on disposition of DPS North site.
8. Discussion: No items this agenda.
9. Adjournment.
CERTIFICATE
I hereby certify that the above agenda was posted on the Official Bulletin Boards at Town
Hall, 1400 Main Street, on Friday, November 2, 2007 by 6:00 p.m. pursuant to the Texas .
Government Code, Chapter 551.
LoriPayne,TR6kC
City Secretary U :_
If you plan to attend this ftfet4iW nd jative a disability that requires special needs, please advise
the City Secretary's Office 48 huuNi`In advance at (817) 748-8016, and reasonable
accommodations will be made to assist you.
SPDC Meeting
Meeting Date — November 6, 2007
Page 3 of 3
EXECUTIVE SESSION
Southlake Parks Development Corporation Board
SECTION 551.071 CONSULTATION WITH ATTORNEY
The Southlake Parks Development Corporation Boatel may conduct a private consultation with
its attorney when the Board seeks the advise of its attorney concerning any item on this agenda,
about pending and contemplated litigations, or a settlement offer, or on a matter in which the
duty of the attorney to the Southlake Parks Development Board under the Texas Disciplinary
Rules of Professional Conduct of the State Board of Texas clearly conflicts with Chapter 551.
SECTION 551.072 DELIBERATION REGARDING REAL PROPERTY
The Southlake Parks Development Corporation Board may conduct a closed meeting to
deliberate the purchase, exchange, lease or value of real property.
SECTION 551.073 DELIBERATION REGARDING PROSPECTIVE GIFT
The Southlake Parks Development Corporation Board may conduct a closed meeting to
deliberate a negotiated contract for a prospective gift or donation to the City.
A FINAL ACTION, DECISION, OR VOTE ON A MATTER DELIBERATED IN A
CLOSED MEETING MAY ONLY BE MADE IN OPEN SESSION.
SOUTHLAKE PARKS DEVELOPMENT CORPORATION MEETING: SEPTEMBER 4, 2007
LOCATION: 1400 Main Street, Southlake, Texas
Council Chambers in Town Hall
Board Members present: President Carolyn Morris, Vice -President Sherry Berman, Secretary Virginia
M. Muzyka, and Board Members Laura K. Hill, Danny Mayer, and Mike Mills.
Board Members absent: Board Member Gregory Jones.
Staff present: Assistant City Manager Jim Blagg, Director of Community Services Steve Polasek,
Deputy Director of Community Services Chris Tribble, Finance Director Sharen Jackson and Deputy
City Secretary Tara Brooks.
Agenda Item No. 1. Call to order.
The meeting was called to order by President Morris at 4:04 p.m.
Agenda Item No.,2. Executive Session / Agenda Item No. 3 Reconvene.
An executive session was not held.
Agenda Item No. 4. Public Forum.
No one spoke during the public forum.
Agenda Item No 5A Administrative Comments — Introduction of new SPDC members. Director
Polasek welcomed Board Member Mayer and Board Member Stansell to the SPDC board and welcomed
Board Member Muzyka and Board Member Berman to another term on the board. Deputy City
Secretary Brooks lead the new members in reciting the Oath of Office.
Agenda Item No. 5B. Orientation Meeting. Director Polasek announced an orientation meeting for
all of the boards will take place on October 17, 2007.
CONSENT AGENDA:
Agenda Item No 6A Approval of the minutes from the August 6, 2007 Southlake Parks
Development Corporation regular meeting.
Agenda Item No 6B Approval of the minutes from the August 6 2007 Joint Southlake Parks
Development Corporation and Parks Board meeting.
Motion was made to approve the minutes from the August 6, 2007 Southlake Parks Development
Corporation regular meeting and the August 6, 2007 Joint Southlake Parks Development Corporation
and Parks Board meeting as presented.
Motion: Muzyka
Unofficial Southlake Parks Development Corporation meeting minutes, September 4, 2007
Page 1 of 3
LOg- i
Second: Mills
Ayes: Muzyka, Mayer, Morris
Nays: Berman, Mills, Stansell
Motion Failed.
Board member Stansell asked if any of the Board Members who were present at the meetings had any
issues with the minutes. President Morris said they were correct.
President Morris called for another vote.
Ayes: Muzyka, Mayer, Berman, Mills, Stansell, Morris
Nays: None
Approved: 6-0
REGULAR AGENDA:
Agenda Item No. 7A. Election of SPDC Officers for 2007-08. Director Polasek presented this item.
The Board discussed this item.
Motion was made to name Carolyn Morris — President, Sherry Berman — Vice -President and Virginia M.
Muzyka — Secretary
Motion:
Berman
Second:
Mills
Ayes:
Mayer, Berman, Mills, Stansell, Muzyka, Morris
Nays:
None
Approved:
6-0
Agenda Item No. 7B. Recommendation for approval of the conceptual design for Library Park at
Sheltonwood. Director Polasek presented this item to the Board in conjunction with item 7C.
The Board discussed this item including the water fountains, trails, the pavilion, the pond and budget
estimates.
Motion was made to recommend for approval the conceptual design for Liberty Park at Sheltonwood.
Motion:
Muzyka
Second:
Berman
Ayes:
Berman, Mills, Stansell, Muzyka, Mayer, Morris
Nays:
None
Approved:
6-0
Agenda Item No. 7C. Recommendation for approval of the conceptual design for Royal and
Annie Smith Park. Director Polasek presented this item to the Board in conjunction with item 7B.
The Board discussed this item including the trails and parking options.
Motion was made to recommend for approval the conceptual design for Royal and Annie Smith Park.
Motion: Muzyka
Unofficial Southlake Parks Development Corporation meeting minutes, September 4, 2007
Page 2 of 3
6A-a
Second: Mills
Ayes: Mills, Stansell, Muzyka, Mayer, Berman, Morris
Nays: None
Approved: 6-0
Agenda Item No. 9. Adjournment.
President Morris adjourned the meeting at 4:59 p.m.
ATTEST:
Tara Brooks
Deputy City Secretary
Carolyn Morris
President
Unofficial Southlake Parks Development Corporation meeting minutes, September 4, 2007
Page 3 of 3
UF)-5
City of Southlake, Texas
MEMORANDUM
October 31, 2007
TO: SPDC Board
FROM: Steve Polasek, Director of Community Services
SUBJECT: Recommend approval of an SPDC Matching Funds request in the amount of
$3,669 from the Oak Pointe HOA for the purchase and installation of a pond
aerator at Oak Pointe Park
Action Requested: Recommend approval of SPDC Matching Funds Request from the Oak
Pointe Homeowner's Association in the amount of $3,669 for the
purchase and installation of a pond aerator at Oak Pointe Park.
Background
Information: The Oak Pointe subdivision is located off of Ridgecrest, just north of Dove
Road in the northern portion of Southlake. The development contains
approximately 8.09 acres of public park land known as Oak Pointe Park.
During the summer months, the pond within the park area becomes stagnant
and algae -filled due to the lack of rainfall and circulation. The Oak Point
Homeowner's Association proposes the installation of a pond aeration
fountain to improve the appearance and health of the pond while also
reducing the occurrence of mosquitoes. The project would include the
installation of electric service and a one (1) hp fountain with three (3) lights.
Financial
Considerations: Fiscal Year 2007-08 SPDC Matching Funds in the amount of $200,000 are
budgeted with no allocations to date. Approval of this project in the
amount of $7,338 ($3,669 match) would leave an unencumbered fund
balance of $192,662.
Financial Impact: Minor impact for electrical and fountain maintenance estimated at $500 or
less annually.
Citizen Input/
Board Review: Parks Board recommended approval (7-0) at their October 8, 2007
meeting.
City Council will consider this item immediately following SPDC at their
November 6, 2007 meeting.
Legal Review: Not applicable
Alternatives: SPDC consideration of matching funds request.
�6-1
SPDC Board
Meeting Date — November 6, 2007
Page 2
Supporting
Documents: Supporting documents include:
■ Matching Funds Request Form
• Proposals to Oak Pointe Homeowner's Association for:
o fountain
o electrical service
■ Site Map
Staff
Recommendation: SPDC recommendation to City Council for approval of SPDC Matching
Funds Request from Oak Pointe Homeowner's association in the amount
of $3,669 for the purchase and installation of a pond aerator at Oak Pointe
Park.
Meeting Date — November 6, 2007
Page 3
City of Southlake, Texas
Project Name: Oak Pointe Park pond /buntain
Contact Person: Michelle Swan — Oak Pointe HOA
Mailing Address: 324 Oak
City: Southlake State: TX ZIP: 76092 Day Phone:
Night Phone: 817-488-7641
Additional Contact Person:
817-488-7641
email: soapgirl fairyskinsoap.eom
Day Phone:
PROJECT DESCRIPTION: Addition of fountain/aerator in neighborhood park pond
The pond in the public Oak Pointe Park is maintained by the Oak Pointe Homeowner's
Association.
During the summer months, the pond becomes stagnant and algae -filled due to lack of rainfall
and water movement, and has become a breeding ground for mosquitoes. The Association
researched the situation, and obtained competitive bids for the installation of a fountain to aerate
the pond as well as to make the pond more aesthetically pleasing. The low bid received for the
installation of the fountain was from Lonestar Fountains, Inc. in the amount of $4,208.76. The
fountain will require that electrical service be brought to the site by Tri-County Electric and from
the meter to the site by Finish Line Electric. The total cost for the electric service is $3,128.65.
This comes to a total of $7,337.41
The Oak Pointe Homeowner's Association is requesting SPDC Matching funds in the amount of
$3,669 for the installation of the electric service and the fountain.
Proposed Start Date:
December 1, 2007
Projected Completion Date:
January 30, 2008
Projected Cost:
$7,338
Amount of Funds Requested:
$3,669
SPDC Board
Meeting Date — November 6, 2007
Page 4
Oak Pointe HOA
Attn, Michelle
SATE
5l2(3/2007
r
VOICE #
4192
P.O. No.
TERMS
Project
New Fount...
ZTY
bFSCRIP ! it3N
UNIT PRICE
AMOUNT
Lone Star Fountains proposes to furnish and install one (1) Kasca
Marine floating fountain with the followinc specifications:
1 hp with fixed vfx nozzle
Control panel with timers & foFT protection
100 ft underwater cable
Stainless steel suction screen
Three (3) 75 watt lights
We will install the unit to 120 volt single phase power which you will
provide within 25 ft of the lake, We require a 30 amp double pole
breaker in a disconnect box. We will install the unit about 3 weeks
of ter we receive your 50% deposit. The balance is due upon
installation. We can not be responsible for delays caused by others,
le. no electrical power or water in lake.
Sales tax will be added unless appropriate exemption certificates
are received with your deposit.
Kosco 1 hp 4400 vfx with 100 ft cable and C75 Control panel
2,430.00
2,430,0OT
Kasco Light Kit with 100 fit cable L375-T
1,458.00
1,458.00T
Sales Tax
8.25%
320.76
972-724-0071 Off ice P.O.8ox 3087
972-471-2824 Fax Cowell, TX
TOTAL $4,208.7
infalSimagnol iafisheries.com
SPDC Board
Meeting Date — November 6, 2007
Page 5
Rick Host!
Cell 817-401-9198
Fax 817-427 2033
FPAiU t. NE RUOTfuc
7144 Newcastle Place
NRH, Texas 76180
TO: OAK POINTS
HOMEOWNERS ASSOCIATION
ITS. POND SERVICE
SMALL JOB
1) Ditch Approx. 240' From Meter to Service
2) Install Conduit and Wiring for 8 OErcuit Panel
3) Build Pedestal for Panel
4) Provide 30 Amp Breaker for Fountain
5) Obtain Proper Permits From City of Soulhfake
6) Got Proper Inspections From City of Southlake
7) Check for Proper Operation
8) Clean Work Areas
$2,674.00
SPDC Board
Meeting Date — November 6, 2007
Page 6
City of Southlake, Texas
MEMORANDUM
October 29, 2007
TO: SPDC Board
FROM: Steve Polasek, Director of Community Services
SUBJECT: Recommend approval of a professional services contract with Schrickel, Rollins, and
Associates, Inc., for the engineering and design of Phase I of Bicentennial Park in
the amount of $1,150,000, with a 4.3% ($50,000) contingency for a total amount not
to exceed $1,200,000
Action Requested: SPDC recommendation to City Council for approval of a professional services
contract with Schrickel, Rollins and Associates, Inc., for the engineering and
design of Phase I of Bicentennial Park in the amount of $1,150,000, with a 4.3%
($50,000) contingency for a total amount not to exceed $1,200,000.
Background
Information: As provided in the approved CIP Budget for fiscal year 2008, attached is a
proposed professional services agreement with Schrickel, Rollins and Associates to
perform the engineering and design for Phase I development of Bicentennial Park.
As you recall, Schrickel, Rollins and Associates performed well in providing the
City with the schematic design for redevelopment of Bicentennial Park as approved
by City Council and is intimately familiar with the scope of the project. If
approved, Terry Cheek, President of Schrickel, Rollins and Associates will serve as
the lead on this project for the consultant.
The general scope of Basic Professional Services includes:
■ providing professional consultation and advice
• furnishing customary engineering, architectural and landscape
architectural services incidental thereto
■ preparation and development of construction plans and specifications
surveying
• geotechnical assessments
■ seeking necessary governmental approvals
■ assisting in bidding and negotiations
■ construction observation and administration services
■ Architect's presentations at all requested meetings with the City
including, but not limited to, City Council, Planning and Zoning, and
Parks Board
With over fifty years experience in planning, landscape design, and engineering
services, Schrickel, Rollins, and Associates is recommended to perform the
desired work based on their knowledge of park and ball field design and work on
the previously approved Bicentennial Park Schematic Design and aerial overview.
Schrickel, Rollins, and Associates are a full service firm with a solid reputation.
I A - t
SPDC
Meeting Date — November 6, 2007
Page 2
They have designed and provided professional services on numerous high level
park facilities in the area to include Texas Star in Euless, Wagon Wheel Park in
Coppell, Hurst Community Park, C.P. Waggoner Park in Grand Prairie, Roger
Williams Ballpark (Weatherford College), and the TCU baseball facility. Their
current staffing and schedules are favorable and should allow for the completion
of the work in a timely fashion.
Financial
Consideration: Funding for this project in the amount of $1,200,000 is available in the approved
FY 2008 SPDC CIP Budget. The proposed engineering and design fees are
$1,150,000 representing 11.5% of a proposed construction budget of
$10,000,000. This fee also includes construction observation, all surveying and
geotechnical assessments and is typical for a project of this scale. A contingency
of 4.3 % or $50,000 is also requested for such items as reimbursable expenses for
fees related to governmental licensing and regulation reviews.
Financial Impact: There are no direct financial impacts associated with the proposed professional
services.
Citizen Input/
Board Review: Parks Board reviewed and recommended approval (7-0) at their October 8, 2007
meeting.
City Council will consider this item immediately following SPDC at their
November 6, 2007 meeting.
Legal Review: The proposed contract with Schrickel, Rollins, and Associates for professional
services relating to Bicentennial Park has been reviewed by the City Attorney.
Alternatives: Alternatives may include:
■ SPDC recommendation for approval as submitted
■ SPDC recommendation for approval with input as desired
■ SPDC recommendation not to approve proposed contract
Supporting
Documents: Supporting documents include the following:
■ Copy of proposed contract with Schrickel, Rollins, and Associates
Staff
Recommendation: SPDC recommendation to City Council for approval of a professional services
contract with Schrickel, Rollins and Associates, Inc., for the engineering and
design of Phase I of Bicentennial Park in the amount of $1,150,000, with a 4.3 %
($50,000) contingency for a total amount not to exceed $1,200,000.
I A" Page 2
SPDC
Meeting Date — November 6, 2007
Page 3
PROFESSIONAL SERVICES CONTRACT
ENGINEERING AND DESIGN SERVICES FOR PHASE I
IMPROVEMENTS AT BICENTENNIAL PARK
CITY OF SOUTHLAKE
This Professional Services Contract ("Contract") is hereby made to be effective on
2007 ("Effective Date") by and between the City of Southlake, Texas (the "City"),
a municipal corporation located in Tarrant County, Texas, and Schrickel, Rollins and Associates
("Architect"), a corporation authorized to do business in the State of Texas. For convenience, the City
and Architect may be referred to hereinafter collectively as the "parties" and individually as a "party."
WHEREAS, the City desires to retain the professional services of Architect to include, based on
the approved schematic design, the planning, design and drafting of construction documents, and
construction observation and administration for Phase I improvements at Bicentennial Park, City of
Southlake, Texas, hereinafter called "Project"; and
WHEREAS, Architect represents that it is qualified and capable of performing the architectural
and planning work and services proposed herein for this Project and is willing to enter into this Contract
with City to perform said work and services;
NOW, THEREFORE, the parties, in consideration of the terms and conditions contained herein,
and for other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, do hereby agree as follows:
I.
Definitions
A. Unless stated otherwise in this Contract, the terms contained in this Contract shall have the
meaning described in this Article I. Any term not defined in this Article I shall be interpreted in
accordance with its common meaning or, if more appropriate, in accordance with the meaning commonly
understood in the construction or architectural industry.
(1) Basic Professional Services —means the work and services of Architect and Architect's
employees, agents and subcontractors to be provided to the City pursuant to the terms of this Contract.
(2) Bidding Documents —means the documents consisting of the bidding requirements,
proposed contract forms, General and Supplementary Conditions, specifications and drawings related to
the Project which are to be submitted to prospective bidders on the Work.
(3) Certificate of Substantial Completion —means a document issued by Architect that
represents Architect's certification and representation to the City that in the Architect's opinion and to the
best of the Architect's knowledge, information and belief: (a) that the Work has been substantially
completed, (b) that the observed portions of the Work are in compliance with the Construction
Documents, and (c) that the improvements are ready to be used by the City for their intended purpose,
save and except for any items that need to be completed by the general contractor as identified on
Architect's Punch List.
J R- Page 3
SPDC
Meeting Date — November 6, 2007
Page 4
(4) Certificate of Final Completion —means a document issued by Architect that represents
Architect's certification and representation to the City that in the Architect's opinion and to the best of the
Architect's knowledge, information and belief. (a) that the observed portions of the Work are fully
complete, (b) that the observed portions of the Work are in compliance with the Construction Documents,
(c) that the improvements are ready to be used by the City for their intended purpose, and (d) that the
general contractor has addressed and corrected items listed on Architect's Punch List to Architect's
satisfaction.
(5) Construction Contract —means the contract entered into between the City and a general
contractor to perform the Work.
(6) Construction Bidding Phase —means that phase of the Project that begins after the City's
approval of the construction plans, designs and specifications and that ends upon the City's award of the
Construction Contract.
(7) Construction Document Phase —means that phase of the Project that begins after the
City's authorizes Architect to draft final construction plans, designs and specifications with respect to the
Project and that ends when the City approves such documents and submits the project for public bidding.
(8) Construction Documents —means all final documents, plans and specifications that are
related to the Project and that are promulgated by and bear the seal of Architect pursuant to this Contract
and shall consist of detailed drawings and specifications setting forth the quality levels of materials and
systems and other requirements for the construction of the Project.
(9) Construction Observation and Administration Phase —means that phase of the Project
that begins after the City awards the Construction Contract and that ends upon the issuance by Architect
of a Certificate of Final Payment or upon the expiration of 60 days after the date of substantial
completion, whichever is earlier.
(10) Contract Documents —means this Contract, the Construction Contract, and the
Construction Documents.
(11) Contract Observation and Administration Services —means that portion of the
Architect's work and services under this Contract whereby Architect takes certain steps during the
Construction Phase as provided in this Contract to assist City staff in charge of the Project to observe that
the Work is performed in accordance with the terms, conditions, requirements and specifications of the
Construction Documents.
(12) Contract Time —means the total length of time to complete the Project from the
commencement date of the Construction Contract.
(13) Cost of Work —means the total amount of funds to be expended by the City under the
Construction Contract to complete the Project. The Cost of Work shall include the cost at current market
rates of labor and materials furnished by the City and any equipment designed, specified, selected or
specially provided for by Architect, including the Contractor's cost of management or supervision of the
construction, plus allowance for overhead and profit. The Cost of Work shall further include a reasonable
allowance for contingencies for market conditions at the time of bidding and for changes in the Work
IA-- Page4
SPDC
Meeting Date — November 6, 2007
Page 5
during construction. The Cost of Work shall not include the fees for Architect's services under this
Contract.
(14) Design Development Phase —means the phase of the Project that begins when the City
authorizes Architect to develop and draft drawings and specifications for the City's approval which
describe in detail the architectural, mechanical, electrical, aesthetic and other technical aspects of the
Project, and that ends when the City authorizes Architect to finalize such drawings and specifications.
(15) Final Certificate for Payment —means a document issued by Architect that represents
Architect's certification and representation to the City that in the Architect's opinion and to the best of the
Architect's knowledge, information and belief that the Project is complete and that the City may convey
the balance of the Contract Sum to the general contractor.
(16) Job Site —means the location where the Work is being performed under the Construction
Contract.
(17) Project Manual —means the documents setting forth the terms and conditions of the
Construction Contract, Project specifications, bidding requirements and sample forms.
(18) Punch List —means the list of items promulgated by Architect that needs to be repaired,
replaced, completed or corrected by the general contractor prior to Architect issuing a Final Certificate for
Payment.
(19) Schematic Design Phase —means the phase of the Project that begins on the Effective
Date of this Contract whereby Architect will develop and draft preliminary drawings and specifications
for the City's approval which describe generally the conceptual design for the Project, and that ends when
the City approves of said preliminary drawings and specifications.
(20) Work —means the general contractor's provision of labor and materials for phase I
improvements to Bicentennial Park in accordance with the terms and specifications of the Contract
Documents.
II.
Terms and Conditions
A. EMPLOYMENT OF THE ARCHITECT
Architect agrees to perform Basic Professional Services and limited Construction Observation
and Administration Services for the City in connection with the Project as set forth in this Contract, and
the City agrees to pay, and Architect agrees to accept payment, as set forth in this Contract, as full and
final compensation for all such services.
B. CONTRACT MANAGEMENT
The Director of Community Services ("Director") or his designated representative shall administer
and manage this Contract on behalf of the City, and Terry T. Cheek, R.L.A. shall administer and manage
this Contract on behalf of Architect.
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C. BASIC PROFESSIONAL SERVICES
(1) Scope of Services. The scope of the Basic Professional Services includes generally:
providing professional consultation and advice, furnishing customary engineering, architectural and
landscape architectural services incidental thereto, preparation and development of construction plans and
specifications, surveying, geotechnical assessments, seeking necessary governmental approvals, assisting
in bidding and negotiations, and Construction Observation and Administration Services with respect to
the Project. Basic Professional Services shall also include Architect's presentations at all requested
meetings with the City including, but not limited to, City Council, Planning and Zoning, and Parks Board.
All such meetings will be held at a designated City facility. Basic Professional Services shall further
include the following:
(a) the development and drafting of detailed design and construction documents, plans
and specifications for Phase I improvements to Bicentennial Park as depicted in Exhibit B
and in accordance with the approved Bicentennial Park schematic design.
(2) Quality of Services. Architect's Basic Professional Services and Additional Services shall
be performed with the same degree of professional skill, speed and care as would be expected from other
licensed architects in the Dallas/Ft. Worth metroplex area. Architect shall promptly notify the City about
and promptly correct any negligent designs or specifications furnished by Architect at no cost to the City.
The City's approval, acceptance, use of or payment for all or any part of the Architect's services under
this Contract, or of the Project itself, shall in no way alter the Architect's obligations or the City's rights
under this Contract. Notwithstanding Owner's approval of the Construction Documents, Architect agrees
to provide Construction Documents and specifications that will be sufficient and adequate to fulfill the
purposes of the Project.
(3) Timeliness of Services. The Architect shall submit for the City's approval a schedule for
the performance of the Basic Professional Services which shall be consistent with the time periods
described in Article II, Section G of this Contract. Such schedule shall include allowances for periods of
time required for the City's review and for approval of submissions by other authorities having
jurisdiction over the Project. Architect's completion of the Basic Professional Services shall not exceed
the time limits established by this Contract, unless such delay is approved in writing by the City for good
cause shown in the City's sole estimation. For the purposes of this section (3) only, "good cause" may
include, but may not be limited to, events that are beyond the Architect's control.
(4) Basis of Services. In developing the designs and specifications for the Project, Architect
shall consider the value of alternative materials, building systems and equipment, together with other
considerations based on the City's budgeting and aesthetics concerns.
(5) Approval of Services. Architect shall submit design documents to the City at intervals
appropriate to the design process for the purposes of the City's evaluation and approval of same.
Architect shall be entitled to rely on approvals received from the City in the further development of the
design.
(6) Phases of the Project. The Project shall be divided into the following phases: Design
Development Phase, Construction Document Phase, Construction Bidding Phase, and Construction
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Observation and Administration Phase. Architect's Basic Professional Services shall vary with each
phase of the Project as described below.
(a) Design Development Phase-- the Basic Professional Services for the Design
Development Phase of the Project shall include the following:
(i) Preparing documents consisting of drawings and specifications for the
City's approval which describe in detail the architectural, mechanical, electrical,
aesthetic and other technical aspects of the Project based on the City's approval of
the preliminary schematic design drawings and specifications and any approved
modifications thereof. Such documents and specifications shall be sufficient and
adequate to fulfill the purposes of the Project and shall include the following, as
appropriate:
(A) Plan views in appropriate scale
(B) Sections where appropriate
(C) Elevations where appropriate
(D) Typical details (architectural and structural)
(E) Outline specification in CSI format;
(ii) Coordinating with appropriate governmental authorities for compliance
with applicable codes, ordinances, and laws;
(iii) Advising the City of any adjustments to Architect's preliminary estimate of
the Cost of Work;
(iv) Providing two blue -line sets of the documents described in Article, II,
Section 6(b)(i) above to the City. The cost of providing such documents shall be
included in the Architect's compensation for Basic Professional Services; and
(v) Preparing design and documentation for alternate bid requests proposed by
the City.
(b) Construction Documents Phase-- the Basic Professional Services for the
Construction Document Phase of the Project shall include the following:
(i) Preparing the Construction Documents based on the City's approval of the
design development documents described in Article II, Section 6.C.(a) above. The
Construction Documents shall comply with all known applicable requirements
imposed by governmental authorities having jurisdiction over the Project;
(ii) Delivering two sets of blue -line Construction Documents and Project
Manuals to the City for final review along with a bidding package, the necessary
bidding information, bidding forms, the Conditions of the Contract [General,
Supplementary and other Conditions], and a draft form of the Construction
Contract. The cost of providing such documents shall be included in the
Architect's compensation for Basic Professional Services;
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(iii) Advising the City of any adjustments to the Architect's previous
preliminary opinions of the Cost of Work; and
(iv) If applicable, assisting the City by filing all known applicable documents
required for obtaining the approval of other governmental authorities having
jurisdiction over the Project.
(c) Construction Bidding Phase —the Basic Professional Services for the
Construction Bidding Phase of the Project shall include the following:
(i) Assisting the City to establish a list of prospective bidders on the Project, to
obtain bids, and to award and prepare contracts for construction.
(ii) Distributing the Bidding Documents to prospective bidders and requesting
their return upon completion of the bidding process. In such event, Architect shall
maintain a log of distribution and retrieval, and the amounts of deposits, if any,
received from and returned to prospective bidders.
(iii) Answering questions from prospective bidders, providing clarification and
interpretations of the Bidding Documents to prospective bidders in the form of
addenda.
(iv) Procuring the reproduction of Bidding Documents for distribution to
prospective bidders. Architect's cost for such reproduction shall be reimbursed in
accordance with Article II, Section D(5c) of this Contract.
(v) Assisting the City in conducting the pre -bid meeting, in bid opening at a
designated City location and in awarding and preparing contracts for construction.
(vi) Assisting the City in evaluating the bids and in determining the successful
bid, if any. As such, Architect shall review the low bidder's qualifications after
bid opening and advise the City as to whether such bid should be accepted or
rejected. If requested by the City, Architect shall notify all prospective bidders
or contractors of the bid or proposal results.
(d) Construction Observation and Administration Phase-- the Basic Professional
Services for the Construction Phase of the Project shall include the following:
(i) Providing administration of the Construction Contract as set forth below
and in the most current edition of AIA Document A201, General Conditions of the
Contract for Construction. In the event of a conflict between the terms of AIA
Document A201 and this Contract, the terms of this Contract shall be controlling;
(ii) Providing representation, advice and consultation to the City including
participation in the pre -construction meeting. As such, Architect shall have
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authority to act on behalf of the City but only to the extent provided in this
Contract;
(iii) Visiting the Job Site at least an average of one time per month depending on
the progress of the Work, or as otherwise agreed by the City and Architect in
writing, to observe and become familiar with the progress and quality of the Work
and to determine in general if the Work has been and is being performed in
accordance with the Contract Documents. All such observations shall be
performed in the presence of the City employee designated by the City to attend
such observations.
(iv) Communicating with the City regarding the progress and quality of the
Work, and promptly reporting to the City observed defects or deficiencies in the
Work which Architect discovers as a result of Architect's monthly observation
visits to the Job Site. Architect shall, at no cost to the City, promptly correct or
cause to be corrected any defects or deficiencies in the Work caused by defects or
deficiencies of Architect's work or services under this Contract.
(v) Reviewing and certifying the amounts due to the general contractor under
the Construction Contract based on Architect's observations of the Work and
evaluations of the general contractor's applications for payment. Architect shall
maintain a record of all of the general contractor's applications for payment and
Architect's certifications of payment and shall deliver to the City a copy of such
record upon issuing the Final Certificate for Payment. The Architect's certification
for payment shall constitute a representation to the City, based on the Architect's
observations at the Job Site and on the data comprising the general contractor's
application for payment that the Work has progressed to the point indicated to the
best of Architect's knowledge, information and belief and that the Contractor is
entitled to payment in the amount certified. However, Architect's issuance of
certificates for payment shall not constitute a representation that Architect has
reviewed the construction means, methods, techniques, sequences or procedures, or
copies of requisitions received from subcontractors or suppliers, or that Architect
has ascertained how or for what purpose the general contractor has used money
previously paid on account of the Contract Sum, or that Architect has made
exhaustive and continuous inspections to check the quality of the Work.
(vi) Recommending to the City the rejection of any and all Work that does not
conform to the Contract Documents. Whenever Architect considers it necessary or
advisable for implementation of the intent of the Contract Documents, Architect
will have authority to require the general contractor to uncover or to perform
additional inspection or testing of the Work, regardless of whether or not such
Work is fabricated, installed or completed. However, Architect's duties and
responsibilities under this Subsection (vi) extend only to the City and shall not give
rise to a duty or responsibility to the general contractor, or the subcontractors,
suppliers, their agents or employees or any other persons performing portions of the
Work.
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(vii) Reviewing and approving or taking other appropriate action with respect to
the general contractor's submittals to the City (such as shop drawings, product data
or samples) for the purpose of determining whether or not the Work, when
completed, will conform to the requirements of the Contract Documents. In doing
so, Architect shall act with reasonable promptness and shall not cause delay in the
progress of the Work. Architect's review of such submittals is not conducted for
the purpose of substantiating instructions for the installation or performance of
equipment or systems designed by the general contractor, which remains the
responsibility of the general contractor to the extent required by the Contract
Documents. Unless otherwise specifically stated by Architect, Architect's review
of such submittals shall not constitute Architect's approval of safety precautions,
construction means, methods, techniques, sequences or procedures utilized by the
general contractor. Similarly, Architect's approval of a specific item shall not
indicate Architect's approval of an assembly of which the item is a component.
When professional certification of performance characteristics of materials,
systems or equipment is required by the Contract Documents, Architect shall be
entitled to rely upon such certification to establish that the materials, systems or
equipment will meet the performance criteria required by the Contract Documents.
(viii) Rendering written decisions within a reasonable time on all claims, disputes
or other matters in question between the City and the general contractor relating to
the execution or progress of the Work as provided in the Contract Documents. All
interpretations and decisions of Architect shall be consistent with the intent of and
reasonably inferable from the Contract Documents and shall be in writing or in the
form of drawings.
(ix) Providing the City with two sets of reproducible prints showing all
significant changes known to or made by the Architect to the Construction
Documents during the Construction Phase. Other changes made by the Contractor
and City's representative shall be provided to the Architect for incorporation in the
record drawings.
(x) Conducting detailed observations on behalf of the City to determine the
dates of substantial completion and final completion of the Project. When
appropriate, Architect shall issue to the City a Certificate of Substantial Completion
and a Certificate of Final Completion.
(xi) Coordinating final Job Site walk through with the City at the conclusion of
the construction and providing the Punch List to the general contractor. Upon
determining that the Work, including all items on the Punch List, is in full
compliance with the requirements of the Contract Documents, Architect shall issue
to the City a Final Certificate for Payment.
(xii) Reviewing all warranties, written guarantees and related documents
required by the Contract Documents to be assembled by the general contractor and
delivering such documents to the City prior to or commensurate with issuing the
Final Certificate for Payment.
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(xiii) Obtaining from the general contractor and forwarding to the City: (a)
written consent of the surety or sureties, if any, to a reduction of or partial release
of retainage or to the making of final payment; and (b) affidavits, receipts, releases
and waivers of liens or bonds indemnifying the City against liens or other
encumbrances.
(xiv) Reviewing written requests by the general contractor for additional
information about the Contract Documents. Architect may require that such
requests be in a form prepared or approved by Architect, but such form must
include provision for a detailed written statement to be made referencing the
specific drawings or specifications about which the request concerns and the nature
of the information requested. If deemed appropriate by Architect, Architect shall
prepare, reproduce and distribute, on the City's behalf, supplemental drawings and
specifications in response to such requests.
(7) Opinions of Cost and Cost of Work. Since Architect has no control over the cost of
labor, materials, equipment, or services furnished by the general contractor and others, or over
competitive bidding or market conditions, Architect's estimated opinion of the Cost of Work is to be
made on the basis of Architect's experience and qualifications as a professional familiar with the
construction industry. However, the City acknowledges that Architect cannot and does not guarantee that
proposals, bids or the actual Cost of Work will not vary from Architect's opinion of the estimated Cost of
Work.
(8) Changes in the Work. Architect shall prepare change orders and construction change
directives for the City Manager's approval and execution in accordance with the Contract Documents.
Architect may not authorize changes in the Work without the consent of the City Manager. If necessary,
Architect shall prepare, reproduce and distribute drawings and specifications to describe Work to be
added, deleted or modified.
(a) Architect shall review requests by the City or the general contractor for changes in
the Work, including adjustments to the Cost of Work or Contract Time. A request for a change in the
Work shall be accompanied by sufficient supporting data and information to permit Architect to
make a determination without extensive investigation or preparation of additional drawings or
specifications. If a request for a change in the Work would, if approved, result in a material
deviation in the Work from the intent of the Contract Documents, Architect shall make a
recommendation to the City as to whether such request should be approved or denied. If such request
would result in or require an adjustment in the Cost of Work or Contract Time, Architect's
recommnendation to the City shall include Architect's opinion as to the appropriate amounts of such
adjustment. If Architect's recommendation is for the request to be approved by the City, Architect
shall prepare a "Change Order" or other appropriate document for the City Manager's approval. The
Change Order shall describe in detail the change in the Work and, if applicable, any adjustment to the
Cost of Work or the Contract Time. No Change Order shall be valid unless it is signed and dated by
the City Manager.
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(b) Architect shall maintain all records relative to changes in the Work and shall
deliver copies of such records to the City prior to or commensurate with the issuance of the Final
Certificate of Payment.
(c) Changes in Architect's services under this Contract may be accomplished after
execution of this Contract, without invalidating the Contract, if mutually agreed to by the parties in a
writing signed by Architect and City Manager, and: (i) if required by circumstances beyond
Architect's control; or (ii) if Architect's services are affected as described in Article II, Section (7),
Subsection (d) below. Except for a change necessitated by a negligent act or omission of Architect, a
change in Architect's services under this Contract shall entitle Architect to an adjustment in
compensation pursuant to Article II, Section (D), Subsection (4) below and to any reimbursable
expenses described below in Article II, Section (D), Subsection (5).
(d) The following services shall also be provided by Architect as Additional Services
under this Contract:
(i) Preparing an extraordinary number of Change Orders and construction
change directives requiring evaluation of proposals, including the preparation or
revision of instruments of services;
(ii) Evaluating an extraordinary number of claims submitted by the City, the
general contractor or others in connection with the Work;
(iii) Evaluating substitutions proposed by the City, the general contractor other
subcontractors that would result in or require subsequent revisions to instruments
of services resulting therefrom;
D. PAYMENT FOR SERVICES
(1) Costs. Payment for Architect's Basic Professional Services shall include all Architect's
actual costs to perform such services, including, but not limited to, direct labor costs, subcontractor costs,
and direct non -labor costs (such as the costs to review documents, to purchase necessary supplies,
materials, and equipment), surveying, geotechnical services, travel to and from Architect's principal
office and the City or Job Site ("Local Travel") (collectively "Costs"), and seeking necessary approvals
from governmental authorities having jurisdiction over the Project. Architect shall submit to the City
monthly, itemized statements and supporting documentation for its Costs. The City shall reimburse
Architect within 30 days of the City's receipt of such statements in the amount shown in such statements
to be Architect's Costs. No interest or other penalty shall ever accrue or be due on late payments
associated with reimbursement for such Costs.
(2) Basic Services Fee. Compensation for the Basic Professional Services shall not exceed the
surn of $1,150,000.00 ("Basic Services Fee") for a Project budget amount of $10,000,000.00 ("Budgeted
Amount"). The Basic Services Fee shall be increased or decreased proportionally if the project design
budget authorized in writing by the City is different from the Budgeted Amount stated herein. If the
lowest bid for the construction of the Project exceeds the Budgeted Amount, then the Architect, at its sole
cost and expense, will revise the Construction Documents as may be required by the City to reduce or
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modify the quantity or quality of the Work so that the total construction cost of the Project will not exceed
the Budgeted Amount. The City's payment for the Basic Services Fee shall be limited as follows:
(a) Payment for Architect's expenses, costs, and services for the Design
Development Phase shall not exceed 20% of the Basic Services Fee.
(b) Payment for expenses, costs, and services for Construction Document Phase shall
not exceed 60% of the Basic Services Fee.
(c) Payment for expenses, costs, and services, in the Contract Bidding Phase shall
not exceed 5 % of the Basic Services Fee.
(d) Payment for expenses, costs, and services, in Construction Observation Phase
shall not exceed 15 % of the Basic Services Fee.
(3) Limitations on Payment Obligations. Nothing contained in this Contract shall require the
City to pay for Basic Professional Services or Additional Services which are unsatisfactory as reasonably
determined by the Director or, in the case of Additional Services, which are not approved as required by
the terms of this Contract. The City shall not be required to make any payments to Architect when
Architect is in default of this Contract, nor shall the terms of this Contract constitute a waiver of any right,
at law or in equity, which City may have if Architect is in default of this Contract, including the right to
bring legal action for damages or for specific performance of this Contract.
(4) Compensation for Other Additional Services. Compensation for Other Additional Services
shall be a multiple of direct personnel expense to be calculated using the rates and multiplier shown on
"Exhibit A" attached hereto.
(5) Compensation for Reimbursable Expenses. Compensation for Reimbursable Expenses
means the actual expenses incurred by Architect or Architect's independent professional associates or
sub -architects directly in connection with the Project. Such compensation, if authorized by the City, shall
be a multiplier of the direct expense as shown in Exhibit "A" attached hereto. Reimbursements by City to
Architect shall include the following:
(a) Fees required for securing approval of governmental authorities having jurisdiction
over the Project, including those fees required by the Texas Department of Licensing and
Regulation, if applicable; and
(b) Courier fees and long distance phone charges if authorized by the City. However,
the City will not be separately charged for costs or expenses related to travel, or to lodging,
local telephone/facsimile communications, shipping supplies and equipment, postage, or
for the use of computer -aided design and drafting equipment.
(c) Charges for printing of final construction documents at cost plus ten (10) percent.
E. OWNERSHIP OF DOCUMENTS
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(1) Ownership of Documents. All documents, plans, specifications, reports and other
information and data given to, prepared or assembled by Architect under this Contract shall become the
sole property of the City and shall be delivered to City prior to or commensurate with the completion of
Professional Services, without restriction on its future use, or upon termination of this Contract in
accordance with Article I1, Section I below. Architect may make copies of any and all such documents
and items and retain same for its files. A set of Mylar reproducible plans and digital files in AutoCAD
format shall be filed with the City prior to the issuance of the Certificate of Final Completion. Architect
shall have no liability for changes made to or use of the drawings, specifications, and other documents by
anyone subsequent to the completion of Professional Services. However, any such change or other use
shall be sealed by a new Architect employed by City and shall be appropriately marked to reflect what
was changed or modified.
F. SERVICES PROVIDED BY THE CITY
(1) Services Provided by the City. The City shall provide the following services to Architect
under this Contract:
(a) Providing access to existing boundary surveys, detailed topographic maps and
surveys, utility locations, street maps, architectural drawings, geotechnical tests, and other
documents that maybe necessary to the design of the Project.
(b) Providing information regarding requirements for the Project, including a program
which shall set forth the City's design objectives, constraints and criteria, including space
requirements and relationships, flexibility and expendability, special equipment, systems and Job
Site requirements.
(c) Providing a budget for the Project, with timely revisions appropriate to the design
phases.
(d) Meeting with Architect at designated City facilities as needed for the timely
completion of the Project.
G. COMPLETION SCHEDULE
(1) Calendar. For the purposes of this Contract, a month is defined as 30 calendar days and
a week as 7 calendar days. If any of the deadlines for submissions fall on a holiday or other day when
the City is closed, then the submission shall be due the following weekday.
(2) Completion Deadline —Design Development Phase. The duration of time required to
complete the Design Development Phase shall not exceed 75 calendar days.
(3) Completion Deadline —Construction Document Phase. The duration of time required to
complete the Construction Document Phase shall not exceed 150 calendar days.
(4) Completion Deadline —Construction Bidding Phase. The duration of time required to
complete the Construction Bidding Phase is anticipated not to exceed 60 calendar days and is dependent
upon the City's and successful bidder's progress on the Work.
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(5) Completion Deadline —Construction Observation and Administration Phase. The duration
of time required to complete the Construction Observation Phase is anticipated to not to exceed 365
calendar days, but is dependent upon construction contractor's progress on the Work.
H. NOTICE TO PROCEED
The City's execution of this Contract shall constitute the City's authorization to the Architect to
proceed and to commence the Work described in this Contract. However, no such Work shall begin until
after the expiration of the Effective Date of this Contract.
I. TERMINATION OF CONTRACT
(1) Termination by the City. The City may indefinitely suspend further Work
hereunder or terminate this Contract or any phase of this Contract upon 30 days prior written
notice to Architect ("Notice of Termination") with the understanding that immediately upon
Architect's receipt of such notice, all work and labor being performed by Architect under this
Contract shall cease immediately. Prior to the end of the 30 day notice period, Architect shall
invoice the City for all Work performed prior to Architect's receipt of the Notice of Termination.
(2) Termination by Architect. Architect may not terminate this Contract unless the
City is in default of this Contract and fails to correct such default within 60 days after receiving
written notice of such default from Architect.
(3) Effect of Termination. In the event this Contract is terminated by either parry, the
City shall be liable to Architect for all Work performed under this Contract through the date of
termination only. The City shall not be liable and shall not be invoiced for Architect's lost or
anticipated profits under this Contract. All plans, field surveys, and other data related to the
Project shall become property of the City upon termination of this Contract and shall be promptly
delivered to the City in a reasonably organized form without restriction on the City's future use of
such information. Should the City subsequently contract with a new architect for continuation of
services on the Project, Architect shall cooperate in providing information to the new architect as
may be necessary to facilitate such transition.
J. INSURANCE
(1) Insurance. Architect agrees to maintain in full force and effect for the duration of this
Contract and any extensions hereof, at Architect's sole expense, insurance coverage written by companies
approved by the State of Texas and acceptable to City with all policies being endorsed to provide a waiver
of subrogation as to the City. Such coverage shall include the following types and minimum amounts:
TYPE AMOUNT
Workers Compensation Statutory
and
Employer's Liability $100,0001500,0001100,000
Commercial General Combined Single Limit of
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Liability Insurance $1,000,000 per Occurrence
Comprehensive Automobile Minimum State Financial
Liability Insurance Responsibility Limits
Professional Liability $500,000 Per Claim
(Errors and Omission) Insurance
(a) Architect shall furnish a completed Insurance Certificate to the City which shall be
completed by an agent authorized to bind the named underwriting companies to the coverages,
limits, and termination provisions required by this Contract.
(b) Architect shall name the City, its officers, employees, and elected representatives as
additional insureds on the Workers Compensation, Employer's Liability, Commercial General
Liability and Comprehensive Automobile insurance policies.
(c) Architect shall notify the City in the event of any material change in insurance
policies required by this Contract, including, but not limited to, changes in providers, coverage or
effective dates, or if such policies are deemed to be nonrenewable. Architect shall deliver such
notice to the City not less than 30 days prior to the change.
(d) For coverages that are written with claims made policies, the required period of
coverage shall be continuous coverage for the life of the Contract, plus an extended
discovery period of 5 years to begin at the end of the term of the Contract. Should
Architect change insurance providers during this time, the replacement policy shall
include a prior acts provision to eliminate any lapse in coverage.
III.
Miscellaneous
A. RESPONSIBILITY FOR CLAIMS AND LIABILITIES
Approval by the City of the Work shall not constitute nor be deemed a release of the responsibility
or liability of Architect, its employees, associates, agents, or subcontractors for the accuracy and
competency of their designs or other Work; nor shall such approval be deemed an assumption of such
responsibility by the City for any defect in the design or other Work prepared by Architect, its employees,
associates, agents or subcontractors.
B. EQUAL EMPLOYMENT OPPORTUNITY
(1) No Discrimination. Architect shall not discriminate against any employee or
applicant for employment because of the race, age, color, religion, sex, or national origin of such
employee or applicant. Architect shall take affirmative action to insure that applicants are
employed and that employees are treated equally during their employment without regard to their
race, age, color, religion, sex, or national origin.
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(2) Penalty for Discrimination. If Architect fails to comply with the federal or state
laws relating to Equal Employment Opportunity, it is agreed that the City, at its option, may do
either or both of the following:
(a) Cancel, terminate, or suspend the Contract in whole or in part; or
(b) Declare Architect ineligible for future City contracts until it is
determined to be in compliance.
C. AMENDMENTS
This Contract may not be amended or supplemented unless such amendment or supplementation is
approved in writing and signed by the City Manager.
D. COMPLIANCE WITH LAWS CHARTERS AND ORDINANCES
Architect, its agents, employees and subcontractors shall comply with applicable federal and state
laws, with the Charter and Ordinances of the City, and with applicable rules and regulations promulgated
by local, state, and national boards, bureaus and agencies existing and published before Effective Date of
this Contract.
E. RIGHT OF REVIEW
Architect agrees that the City may review and inspect any and all of the work and services
performed by Architect under this Contract. The City is hereby granted the right to audit, at the City's
election, all of Architect's records and billings related to the performance of this Contract. Architect
agrees to retain such records for a minimum of 3 years following the completion of this Contract or until
any litigation relating to the work and services provided by Architect under this Contract is completed.
F. CONFLICT OF INTEREST
No officer or employee of the City shall have any personal, financial interest, direct or indirect, in
this Contract nor have any direct financial interest in the sale to the City of any land, materials, supplies,
or services under this Contract, except on behalf of the City as a City officer or employee. Any violation
of this prohibition shall constitute malfeasance in office, and any officer or employee guilty thereof shall
thereby automatically forfeit his or her office or position with the City. Any violation of this prohibition
with knowledge, expressed or implied, of the person or corporation contracting with the City shall render
the Contract voidable by the Director or the City Council.
G. ASSIGNABILITY
This Contract is for personal and professional services and Architect shall not assign this Contract,
in whole or in part, without the prior written consent of the City.
H. NOTICES
! A Page 17
SPDC
Meeting Date — November 6, 2007
Page 18
All notices, communications, and reports required or permitted to be delivered under this Contract
shall be personally delivered or mailed by certified mail, return receipt requested, to the respective parties
by depositing the same in the United States Postal Service at the address shown below, unless and until
either party is otherwise notified in writing by the other party at the following addresses. Notices mailed
in accordance with this paragraph shall be deemed delivered after 5 calendar days of the date mailed.
Notices personally delivered shall be deemed delivered on the day received.
If to the City:
Steve Polasek
Director of Community Services
City of Southlake
400 North White Chapel
Southlake, Texas 76092
(817)748-8021
I. INDEPENDENT CONTRACTOR
If to Architect:
Terry T. Cheek, R.L.A.
President
Schrickel, Rollins and Associates
1161 Corporate Drive West, Suite 200
Arlington, Texas 76006
(817) 649-3216
In performing work and services under this Contract, Architect is acting as an independent
contractor. No term or provision hereof be construed as making Architect the agent, servant, or employee
of the City or as creating a partnership or joint venture relationship between Architect and the City.
INDEMNITY
Architect hereby agrees to defend, indemnify and hold the City harmless from and against any and
all claims for damages, liabilities, claims, injuries, attorney's fees, costs and expenses of any person that
may arise out of or be occasioned by any negligent act, error or omission of Architect, or any agent,
servant, employee or subcontractor of Architect in the execution or performance of this Contract.
K. VENUE
Any action brought to interpret or enforce the terms of this Contract shall be brought in a court of
competent jurisdiction in Tarrant County, Texas.
L. GOVERNING LAWS
This Contract shall be governed by and construed in accordance with the laws of the State of
Texas regardless of any conflict of law provisions thereof.
M. LEGAL CONSTRUCTION
In case any one or more of the provisions contained in this Contract shall for any reason be held to
be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not
affect any other provision of this Contract, and this Contract shall be construed as if such invalid, illegal
or unenforceable provision had never been contained in this Contract.
N. PUBLISHED MATERIAL
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SPDC
Meeting Date — November 6, 2007
Page 19
Architect agrees that the City shall review and approve any written material about the Project or
the activities of Architect under this Contract prior to such material being published by Architect.
O. CAPTIONS
The captions to the various provisions of this Contract are for informational purposes only and
shall not alter the substance of the terms and conditions of this Contract.
P. SUCCESSORS AND ASSIGNS
This Contract shall be binding upon and insure to the benefit of the parties hereto and their
respective successors and permitted assigns.
Q. ENTIRE AGREEMENT
This Contract and the exhibits attached hereto embody the complete agreement of the parties
hereto, superseding all prior or contemporaneous oral or written agreements between the parties relating
to the subject matter hereof.
R. ATTORNEY'S FEES
If it becomes necessary to bring legal action to interpret or enforce the terms of this Contract, the
prevailing party in such action shall be entitled to recover from the non -prevailing party, the prevailing
party's reasonable attorneys' fees. The City's right to recover such fees is expressly permitted by section
271.159 of the Texas Local Government Code.
IN WITNESS WHEREOF, the parties hereby have executed this Contract in triplicate originals to
be effective on the Effective Date.
SCHRICKEL, ROLLINS AND ASSOCIATES: CITY OF SOUTHLAKE:
By:
Terry T. Cheek, R.L.A., President
Andy Wambsganss, Mayor
Date:
ATTEST:
p� . Page 19
SPDC
Meeting Date — November 6, 2007
Page 20
CLASSIFICATION:
PRINCIPAL
ASSOCIATE
EXHIBIT A
SCHEDULE OF CHARGES - 2007
BILLABLE SALARY RATE & EXPENSE CHARGES
RANGE OF BILLABLE SALARY
RATE
LOW HIGH
$130 $165
85 155
SENIOR ENGINEER
120
155
ENGINEER III
90
120
ENGINEER II
75
95
ENGINEER -IN -TRAINING (EIT)
65
85
SENIOR LANDSCAPE ARCHITECT
110
155
LANDSCAPE ARCHITECT III
80
110
LANDSCAPE ARCHITECT II
65
90
LANDSCAPE ARCHITECTURAL INTERN
SO
75
SENIOR PLANNER
95
130
PLANNER
65
95
ARCHITECT
80
130
ARCHITECTURAL INTERN
50
75
DESIGNER
SO
90
SURVEYOR(RPLS)
90
130
SURVEY COORDINATOR
70
105
SURVEY TECHNICIAN
60
100
ENGINEERING TECHNICIAN
60
90
PLANNING TECHNICIAN
50
75
PRODUCTION COORDINATOR
70
105
CAD OPERATOR/DRAFTER III
60
90
CAD OPERATOR/DRAFTER II
SO
70
CAD OPERATOR/DRAFTER 1
45
60
SENIOR SECRETARY/SPECIFICATIONS COORDINATOR
45
80
SECRETARY/WORD PROCESSOR
35
65
CLERK
30
45
The ranges and individual salaries are adjusted
annually.
Page 20
SPDC
Meeting Date - November 6, 2007
Page 21
OTHER SERVICES:
SURVEY FIELD PARTY $125 $1 50
PRINTING & PLOTTING SERVICES:
In-house printing and plotting services will be charged at the market rate for commercial printing plus 10%. In-
house capability includes color plots and a variety of media, including bond, vellum and mylar. In-house Xerox
copies provided at $0.07 per single side copy or $0.14 per double side copy.
OTHER DIRECT EXPENSES:
Other direct expenses are reimbursed at actual cost times a multiplier of 1.10. They include outside printing and
reproductions expense, communication expense, travel, transportation and subsistence away from Arlington and
other miscellaneous expenses directly related to the work, including costs of laboratory analysis, tests, and other
work required to be done by independent persons other than staff members.
1. - Page 21
ED
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City of Southlake, Texas
MEMORANDUM
October 31, 2007
TO: SPDC Board
FROM: Steve Polasek, Director of Community Services
SUBJECT: Recommendation on disposition of DPS North Site
Action Requested: SPDC review, consideration and recommendation to City Council on a
proposed sale price and terms.
Background
Information: On April 10, 2007, Director of Community Services Steve Polasek
discussed with the Crime Control and Prevention District Board (CCPD) the
option of SPDC purchasing a portion of the DPS North Site for a future
park. The CCPD board was interested in reviewing the possibility for the
future park. On July 10, 2007 staff presented the conceptual plan for a park
located on the DPS North property. The conceptual plan was comprised of a
22.6 acre park.
Two appraisals were obtained on the 31.133 tract of land from Goodrich,
Schechter & Associates, LLC and Lipscomb Davis & Company, $4,407,000
($141,553/acre) and $5,075,000 ($163,010/acre), respectively. Both
appraisals were discussed with the CCPD board during the August 14`h
meeting; and staff was directed to bring a proposal for the CCPD board to
consider during the September meeting.
Staff reviewed both appraisals with $3,441,573 ($152,282/acre), the mid-
point of the appraisals, being a potentially equitable price for 22.6 acres.
Payment terms of $800,000 down payment and the remaining balance of
$2,641,573 to be paid over 10 years with an interest rate of 4.0% were
recommended by the Crime Control and Prevention District at their
September meeting.
The Parks Board reviewed the appraisals and terms at their October 8, 2007
meeting and recommended approval of the transfer of the land at a cost to
the Southlake Parks Development Corporation or other park funds not to
exceed the original pro rata cost to the City of $43,750 per acre plus 4%
annual interest for the 22.6 acre tract under consideration, with such
interest calculated for the period running from the time that funds were
dispersed in the original acquisition until the transfer date to parks and
recreation uses.
The chart below provides a more succinct overview of the motions and their
financial impacts. Also included in the chart are two additional options for
consideration.
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SPDC Board
Meeting Date - November 6, 2007
Page 2
22.6 acres
Total Cost
Financial
Considerations:
Citizen Input/
Board Review:
11-Sep-07
$152,282 per acre
$4,056,820
8-Oct-07
$59,875 per acre
$1,353,173
$141,553 per acre
$3,199,098
$100,714 per acre
$2,276,136
Assume initial payment of
Assumes payment of
Assumes purchase at
Assumes purchase at
$800,000 with 4.0% annual
$43,750 per acre with
appriasal price as
mid -range between
interest rate over 10 years on
4.0% annual interest
provided by Goodrich,
Option A and Parks
remaining balance of
from time of initial
Schecter and
Board
$2,641,573 with total interest
purchase through
Associates with no
recommendation.
payments equalling $615,247
transfer for park and
finance charges
Payment of original
recreation uses
purchase cost up front
(approx. 8 years)
($988,750) with
remaining balance paid
over ten years with no
finance charges.
This item is brought forth to allow SPDC to review and offer their
recommendation to the City Council as part of the process for determining
the transfer amount and terms.
Historical information - The property (approximately 31.133 acres) was
purchased by the Crime Control and Prevention District in 1999 for a price
of $1.4 million or $43,750 / acre.
Finance Director Sharen Jackson will be available at your meeting to
address any of the funding options and their impact on the SPDC Fund.
Currently, $1.4 million is available in the SPDC CIP for land acquisition
with two parcels (DPS North and Fretwell) presently under consideration.
The Parks and Recreation Board considered this item at their October 8,
2007 meeting and it was approved (7-0) with the following
recommendation to SPDC: A motion was made that whereas the taxpayers
of Southlake are fortunate that the City of Southlake has invested in this
land and has the financing in place for this investment thereby making it
possible to accomplish the needs of the community without removing any
additional land from the recurring annual property tax roles, we therefore
recommend that the land be transferred as a cost to the Southlake Parks
Development Corporation or other park funds not to exceed the original
pro rata cost to the City of $43,750 per acre plus 4% annual interest for
the 22.6 acre tract under consideration, with such interest calculated for
the period running from the time that funds were dispersed in the original
acquisition until the transfer date to parks and recreation uses.
16 --z�-
SPDC Board
Meeting Date — November 6, 2007
Page 3
The Crime Control Board reviewed this item at their September 11, 2007
meeting with the following recommendation to City Council: A motion was
made to approve the disposition of the North property as written in the
memorandum dated September 5, 2007 (Financial Considerations as
included above) with the amendments offered by the Chairman (President).
Amendments: 1) A fixed percentage rate for the terms of the contract on the
north site land disposition. 2) Any water retention would be the
responsibility of the Parks Department.
Alternatives: SPDC review, consideration, and recommendation on proposed sale price
and terms.
Supporting
Documents: Site map / concept plan
Staff
Recommendation: SPDC review, consideration and recommendation to City Council on a
proposed sale price and terms.
'16-.3
SPDC Board
Meeting Date — November 6, 2007
Page 4
Park Site
SOUTHLAKE PARK DEVELOPMENT CORPORATION
Capital Projects Status Report
November 2007
Liberty Garden Phase II
status• Curbina and drains were added as a bed edqe to prevent wash -out of
mulch onto brick pavers and sidewalks.
Girls Softball Complex — F,Y. 2004 — 2005
>tatus: Paving portion of project is complete with irrigation modifications and
landscaping to follow
Dog Park
,tatus Complete.
Nature Center Improvements.
Status: Construction underway and on schedule
Corps of Engineer Walnut Grove Park:
>tatus: City Council awarded $44,950 in matching funds to Southlake
Mounted patrol, bringing total of available tunas for trap restoration ana
improvements to $94,950 plus 20% in -kind labor. Several areas have had projects
completed and a volunteer workday is scheduled for November 10th
Royal and Annie Smith Park— F.Y. 2005-06
;tat. is Scheduled for P & Z on November 8 . Construction documents are being
prepared. Scheduled to bid in Dec/Jan.
Liberty Park at Sheltonwood F.Y. 2003 — 2004
,tati,s- Scheduled for P & Z on November 8 . Construction documents are being
prepared. Scheduled to bid in Dec/Jan.
Page I
Timarron Infill Trail
Status: Complete.
Grapevine / Southlake Soccer Association -
Status: All prior projects completed.
Southlake Baseball Association —
;t,qtllq. Construction comoleted on infields to fields #6, #8, and #9. This will
complete renovations to all game fields at Bicentennial Park. New infields will provide
improved playing surfaces, less rainouts, and reduced maintenance.
Southlake Girls -Softball Association — Playground and Plaza Improvements
Status: Complete — Shade structure at playground re -installed and complete.
Southlake Carroll Lacrosse
Status: Construction of new facility approved in FY 2005-06 SPDC CIP.
Page 2