Corporation for Better Housing-2004-13 a �
Professional Services Agreement
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This agreement made this =day of ,2004,between THE CITY OF GRAND
TERRACE COMMUNITY REDEVELOPMENT AGENCY,having a principal place of
business at 22795 Barton Road, Grand Terrace, CA 92313 (hereinafter the"Agency"), and
Corporation for Better Housing, a qualified 501(c)(3)not-for-profit Consultant,having a
principal place of business at 15490 Ventura Boulevard, Suite 210, Sherman Oaks, CA, 91403
(hereinafter the"Consultant")provides the following:
1.PURPOSE
The Community Redevelopment Agency ("Agency")wishes to retain the services of the
Corporation for Better Housing("Consultant")for preliminary development work necessary for
the development of a low to moderate income senior housing project adjacent to Petta Park in
Grand.Terrace, California. This agreement("Agreement")will serve as a contract between the
Agency and Consultant to undertake the following activities:
1A. Market Study. The Consultant will retain such professional and other counsel
necessary to prepare a market study for the construction of a low-to moderate income senior
housing project in Grand Terrace, California. This study will be prepared and produced in
accordance with methodologies and practices customarily associated with such work products,
and will provide data that will allow the Consultant and Agency to better understand the
competitive environment for such projects in the Inland Empire.
1B. Senior Citizen Survey. The Consultant will retain such professional or other
counsel necessary to conduct in-person interviews with Grand Terrance residents who would
qualify,or will qualify in the near term,to live in an age- and income-restricted senior housing
project. The purpose of these interviews will be to identify features, amenities, and activities that
would be of interest to those most likely to reside in a senior housing project in Grand Terrace.
The results of the survey will be presented in a written form.
Following the completion of the market study and the senior citizen survey,the
Consultant will present the findings to the Agency and its redevelopment consultant, and discuss
the implications for the space and use program and amenities for the proposed senior housing
project. The Consultant shall not proceed to the next task until this meeting has taken place and
the Agency has released the Consultant to begin work on Task 1 C.
1C. Space&Use Program. Following the review and approval of the market study and
the senior citizen survey,the Consultant will proceed to prepare a proposed space and use
program for a Grand Terrace senior housing project. This program should address the number,
size, and kind of residential units; the size and features of the amenities; and the size and features
of all auxiliary uses. The space and use program should be prepared and delivered in a format
customary to such documents, and be suitable for transmission to an architect for the preparation
of a conceptual design for the project.
1D. Project Proforma. In cooperation with the Agency's redevelopment consultant,
Empire Development Solutions,the Consultant will prepare a project proforma itemizing the
likely costs to plan, design, construct and operate a project consistent with the recommendations
from the Space&Use Program.
1E.Budget and Time Schedule. The tasks 1A-1D shall be completed under the
following budget and time schedule.
Work Item Timeline By Budget
1A. Market Study. Weeks 1-4 Eliant, Inc. $ 9,000
1 B. Senior Citizen Survey. Weeks 1-8 GHS Consultants 15,000
CBH 5,000
1 C. Space and Use Program Weeks 8-12 CBH 5,000
1 D. Project Proforma Weeks 9-12 CBH 5,000
3$ 9,000
Contact Information
Eliant, Inc.
Annie Gerard, CRE
Vice President
18 Technology Drive, Suite 200
Irvine, CA 92618
(949)753-1077 x15
GHS Consultants
Mary Watson
Gerontologist
P.O. Box 6065
Irvine,CA 92616
(949)697-4278
Professional Services Agreement-Page 2
CBH
Dave Ferguson
Senior Vice President
15490 Ventura Blvd. Suite 210
Sherman Oaks, CA 91403
(818)905-2430 x15
2. TERM OF CONTRACT
This agreement will become effective when signed by both parties and shall continue to be in
effect for 120 days thereafter or until work is complete,whichever event comes first. If at 120
days from the start of the contract,the work is not complete, at such point the contract can be
renewed for an additional 60 days if agreed upon by both parties.
3.INITIATION OF WORK
All work to be completed as outlined in items 1A-1D will be initiated upon the signing of this
Agreement by both parties.
4. RESPONSIBILITIES OF PARTIES --AGENCY
Agency is responsible for:
A. Providing on-going guidance and information necessary for the work of the Consultant
B. Reviewing and approving the Consultant's work product in a timely fashion
C. Paying Consultant outstanding invoices in an expeditious fashion.
5.RESPONSIBILITIES OF PARTIES -- CONSULTANT
Consultant is responsible for:
A. Acting upon the initiation of work and meeting the schedule and budget set by Agency
B. Briefing and scheduling all sub-contractors and ensuring that the information gathered
and work performed is adequate for, and appropriate to,the conceived project
C. Reporting to and co-coordinating through the Agency redevelopment consultant,Empire
Development Solutions (EDS).
6. COMPENSATION
A budget and maximum fee for each task is outlined in the Budget and Time Schedule(IE)that
includes the work of any subcontractors, all materials and services,travel, and the compensation
of the Consultant corresponding with the delineated work. Any additional work which would
cause the Budget and Time Schedule(M)to exceed the agreed upon budget must first be
approved in writing by the Agency. All work by the Consultant's subcontractors shall be billed
at cost;the Consultant will bill the Agency for its time at the rate of$200.00 per hour.
Professional Services Agreement—Page 3
7. TERMINATION OF CONTRACT
A. Termination
The contract may be terminated by either party upon written notice to the other parry in the event
of a substantial failure of performance by such other party; or if Agency should decide to
abandon or postpone the project indefinitely. The terminating party shall give a minimum five
(5) day notice of termination.
B. Payment upon Termination
In the event of such termination,Agency shall determine and pay to Consultant, as full payment
for all Agency-approved work performed and all expense incurred under the contract, the amount
which bears the same ratio to the total fee which would have been paid for the full performance
of the contract as the ratio which the work actually rendered bears to the services which would
have been necessary for the full performance of the contract,plus any sums due Consultant for
extra services or reimbursements.In ascertaining the work actually rendered prior to the date of
termination of the contract, consideration shall be given to both completed work and work in
progress and to all drawings and other documents,whether completed or incomplete,provided
that they are delivered to Agency.
C. Recommencement
If,upon payment of the amount required to be paid under this Article following the termination
of the contract,Agency thereafter should determine to complete the original Project or
substantially the same Project,Agency shall have the right to utilize any of the documents
prepared under the contract by Consultant without additional compensation to Consultant,
provided that prior to such utilization all reference to Consultant is removed from said
documents, and no liability attaches to Consultant irrespective of any negligence in the drawings
or documents since Consultant may have corrected any defects.
8. ACCOUNTING RECORDS OF CONSULTANT
Records of Consultant's direct personnel and reimbursable expenses pertaining to any extra
services rendered under the contract and records of accounts between Agency and Consultant
shall be made and kept by Consultant on a generally recognized accounting basis and shall be
made available by Consultant to Agency or its authorized representatives at all reasonable times
for inspection and copying.
9.WORKERS' COMPENSATION
By executing this Agreement, Consultant hereby certifies as follows:
"I am aware of the provisions of Section 3700 of the Labor Code which require every
employer to be insured against liability for workers'compensation or to undertake self-
insurance in accordance with the provisions of that code, and I will comply with such
provisions before commencing the performance of the work of this contract."
Professional Services Agreement—Page 4
10. INSURANCE
Prior to Agency's execution of this Agreement, Consultant shall obtain, and shall thereafter
maintain during the term of this Agreement, such general liability insurance as required to insure
Consultant against damages for personal injury, including accidental death, as well as from
claims for property damage which may arise from or which may concern operations under this
Agreement,whether such operations be by Consultant or by anyone directly or indirectly
employed by, connected with, or acting for or on behalf of Consultant.
All liability insurance shall be issued by insurance companies authorized to transact liability
insurance business in the State of California, satisfactory to Consultant, and shall cover
comprehensive general and automobile liability for both bodily injury(including death) and
property damage,including but not limited to aggregate operations, aggregate protective and
aggregate contractual with the following minimum limits:
Bodily Injury $250,000 each person
(Including death) $500,000 each occurrence
$500,000 aggregate products and completed operations
Property Damage 100,000 each occurrence
$250,000 each aggregate
A combined single limit policy with aggregate limits in the amount of$1,000,000 will be
considered equivalent to the required minimum limits.
Insurance policies or certificates and additional insured endorsements evidencing the coverage
required by this Agreement shall be filed with Agency. Said policies shall be in the usual form
of public liability insurance. The policies shall not be canceled unless thirty(30)days prior
written notification of intended cancellation has been given to Agency by registered mail.
All major technical subconsultants (i.e. civil, geotechnical, and architectural) shall purchase and
maintain, at its own cost and expense, and not as a reimbursable cost,Professional Liability
Insurance in the amount of not less than one million dollars($1,000,000)per occurrence,per
site,to protect it against all claims that may arise out of, or in any manner be related to, error
and/or omissions in Consultant's work under this Agreement. Technical subconsultants shall
have this insurance cover a period of at least two years subsequent to the completion and
acceptance by Agency of all work under this agreement.
11. ERRORS AND OMISSIONS
In the event of errors and omissions that are due to the negligence of Consultant that result in
expense to the Agency greater than would have resulted if there were no negligence in the work
accomplished by Consultant or subconsultants, additional design, construction and/or restoration
expenses shall be borne by Consultant and/or subconsultants.
Professional Services Agreement^-Page 5
12. REPRODUCTION OF DOCUMENTS
A. Review Documents
Consultant shall provide Agency, in the number reasonably required by Agency, all of
Consultant's project documents for review.and approval.
B. Final Documents
Consultant shall furnish the Agency the number of reproductions of the final approved
project documents necessary for use by Agency.
13. OWNERSHIP OF DOCUMENTS
Consultant shall secure ownership of all drawings and project documents normal and customary
in a private development and all rights to drawings and project documents shall be transferable
from the Consultant to the Agency.
14.REUSE OF DOCUMENTS
If at any time Agency desires to construct all or part of another project or projects which would
be essentially identical to the Project, Consultant agrees that Agency shall have the right to reuse
all or any portion of the documents at no additional compensation to Consultant,provided all
reference to Consultant is removed from the documents prior to such reuse and Agency holds
Consultant harmless from any liability which may arise from such reuse. However, any such
reuse may require fees to be paid to other parties.
15. SUCCESSORS AND ASSIGNS
This Agreement shall be binding upon Agency and its successors and upon Consultant and
Consultant's successors and assigns. Neither this Agreement,nor any part hereof,nor any
monies due or to become due hereunder may be assigned by Consultant without the prior consent
of Agency,which consent shall not be unreasonably withheld.
16.NONDISCRIMINATION
During Consultant's performance of the contract, Consultant and its subconsultants, shall not
discriminate on the grounds of race,religious creed, color,national origin,ancestry,physical
handicap,medical condition including the medical condition of Acquired Immune Deficiency
Syndrome (AIDS) or any condition related thereto,marital status,age, sex or sexual orientation
in the selection and retention of employees and subconsultants and the procurement of materials
and equipment, except as provided in Section 12940 of the California Government'Code.
Pursuant to the Americans with Disabilities Act and specifically 42 USC 12132, Consultant
acknowledges and agrees that in the performance of the Contract,no qualified individual shall,
by reason of a disability,be excluded from participation in or be denied the benefits of the
services,programs or activities of the Agency or Consultant or be subjected to discrimination by
the Agency or Consultant.
Professional Services Agreement-Page 6
17. INDEMNIFICATION
Consultant shall indemnify and hold Agency and Agency's officers and employees harmless
from all damages, costs and expenses, including attorneys' fees, in law or equity,that may at any
time arise or be set up because of damages to property or personal injury, including death,
suffered by reason of, or in the course of performing, Consultant's services hereunder and caused
or contributed to by any willful or negligent act or omission committed by Consultant or any of
Consultant's employees, subconsultants or agents. The Agency likewise hereby indemnifies
Consultant for any damage caused by or contributed to by the Agency, its agents, employees or
like parties.
18. CONSULTANT STATUS
In the performance of the contract, Consultant and Consultant's agents and employees shall act
in an independent capacity and not as officers, employees or agents of Agency. Consultant's
employees and agents shall under no circumstances be considered or held to be employees or
agents of Agency, and Agency shall have no obligation to pay or withhold state or federal taxes
or provide workers' compensation of unemployment insurance for or on behalf of them or
Consultant.
19. BUSINESS TAX
Consultant understands that its performance of the services will constitute doing business in the
City of Grand Terrace, and it shall,therefore,register for and pay any required business taxes
pursuant to the Grand Terrace Municipal Code. This expense is not reimbursable.
20.FULL COMPENSATION
The consideration payable to Consultant as provided herein shall be compensation in full for all
of Consultant's services and expenses incurred in the performance of the contract, including
travel and per diem,unless otherwise expressly provided.
21.NOTICES
Service of any notices,bills,invoices or other documents required or permitted by the contract
shall be sufficient if sent by one party to the other by United States mail,postage prepaid and
addressed as follows:
Agen Consultant
Community Redevelopment Agency Corporation for Better Housing
of Grand Terrace, California
Attn: Tom Schwab Attn: Dave Ferguson
22795 Barton Road 15490 Ventura Boulevard, Suite 210
Grand Terrace,CA 92313-5295 Sherman Oaks, CA 91403
22.MODIFICATIONS
No alteration or variation of the terms of the contract shall be valid except as follows:
Professional Services Agreement—Page 7
A. Changes relating to time, money or scope of work shall be made by formal written
amendment to this Agreement executed by both parties.
B. Minor alterations of terms or covenants may be formalized by letter from the Agency.
23. GOVERNING LAW AND VENUE
This Agreement has been negotiated and executed in the State of California and shall be
governed by and construed under the laws of the State of California. In the event of any legal
action to enforce or interpret this Agreement,the sole and exclusive venue shall be a court of
competent jurisdiction in San Bernardino County, California and the parties hereto agree and do
hereby submit to the jurisdiction of that court,notwithstanding Code of Civil Procedure Section
394. The parties specifically agree that by soliciting and entering into and performing services
under this Agreement, Consultant shall be deemed to constitute doing business within San
Bernardino County, California from time of solicitation of work,through the period when all
work under this Agreement is completed, and continuing until the expiration of any applicable
limitations period. Furthermore,the parties have specifically agreed,as part of the consideration
given and received for entering into this Agreement,to waive any and all rights to request that an
action be transferred for trial to another county under Code of Civil Procedure Section 394.
24. SEVERABILITY
Should any provision of this Agreement be held unenforceable or invalid for any reason,the
remaining provisions shall be unaffected by such holding.
25.LITIGATION EXPENSES
The parties agree that,in the case of any dispute arising over the terms of this Agreement,the
prevailing party shall be entitled to receive as a component of its recovery all of its costs and
expenses of litigation(including,without limitation, costs of investigation, attorneys' fees and
expenses, and court costs).
26. CAPTIONS
The captions or headings of paragraphs in this Agreement are for convenience only and are not
to be interpreted as controlling, or affecting the subject matter contained hereunder.
27.ENTIRE AGREEMENT
This instrument contains the entire agreement of the parties relating to the rights granted and
obligations assumed in this instrument and supersedes any and all other agreements, contracts or
understandings between the parties. Any oral representations or modifications concerning this
instrument shall be of no force or effect unless contained in a subsequent written modification
signed by the party to be charged.
Professional Services Agreement-Page 8
IN WITNESS WHEREOF,the parties have executed this Agreement as of the day and year
first above written.
COMMUNITY REDEVELOPMENT CORPORATION FOR BETTER HOUSING
AGENCY OF GRAND TERRACE
Thomas Schwab Davi Ferguson
Executive Director of the Agency Senior Vice President
-31-a 12 C�4 .
Date Date
Professional Services Agreement—Page 9