HomeMy WebLinkAbout06 - Underground Assessment District 75 - Balboa VillageJanuary 23, 2001
CITY COUNCIL AGENDA
ITEM NO. 6
TO: Mayor And Members Of The City Council
FROM: Public Works Department
SUBJECT: UNDERGROUNDING OF UTILITIES IN BALBOA VILLAGE
(PROPOSED UNDERGROUND ASSESSMENT DISTRICT NO. 75)
RECOMMENDATIONS:
1. Authorize a Budget Amendment to appropriate $6,800 from the unappropriated
General Fund balance and transfer $48,000 from Account No. 7401- C5110514
to proposed Assessment District No. 75, Account No. 7401- C5200603.
2. Authorize the City Manager to execute a Professional Services Agreement with
GFB Friedrich & Associates in an amount not to exceed $25,425 for assessment
engineering services.
DISCUSSION:
Underground Assessment District No. 75 is being processed concurrently with the
Balboa Village redevelopment project. In order to have the overhead utilities
undergrounded within the next two years, the design process must commence with the
public utility companies and an assessment engineer must be hired to process the
required engineer's report. To process an underground utility district it is desirable (but
not mandatory) to obtain petitions representing owners of 60 percent of the land area to
insure the district will have a better chance of passage when ballots are cast by the
property owners. Petitions are currently being circulated, but have not been formally
submitted to the City requesting a special assessment district be formed. The location
and boundaries of the proposed district are shown on Exhibit A.
The District formation proceedings are pursuant to the "Municipal Improvement Act of
1913" (Division 12 of the Streets and Highways Code of the State of California). Bonds
will be sold pursuant to the "Improvement Bond Act of 1915 ", Division 10 of said Code.
In anticipation of this proposed district moving forward, staff requested a Proposal from
GFB Friedrich & Associates to obtain assessment engineering services. GFB Friedrich &
Associates' project team has negotiated a fee for services not to exceed $25,425.
SUBJECT: Undergrounding Of Utilities In Balboa Village (Proposed Underground Assessment District No. 75)
January 23, 2001
Page 2
The assessment engineering services to be provided by GFB Friedrich & Associates
are detailed in their proposal and include identifying, analyzing, and determining the
correct apportionment of the costs and preparing the assessment Engineer's Report. In
addition, GFB Friedrich & Associates will prepare voting ballots in accordance with the
requirements of Proposition 218. The ballots are weighted by "financial obligation" (the
amount of the property's assessment).
Southern California Edison and Pacific Bell are responsible for the design to underground
their utilities. In order to initiate the design of these facilities, the City must remit $15,000
to Edison and an estimated $11,500 to Pacific Bell. An additional $2,875 is being
requested to pay for unforseen expenses.
As a component of the FY 2000 -01 CIP, there is $48,000 available in Account No. 7401-
05110514 for the City's portion of assessment district costs. The balance of $6,800 can
be funded by the unappropriated balance available in the General Fund.
The utility and engineering costs will be reimbursed to the City by the district if it is formed
at the final Public Hearing. However, the funds will not be recovered if the district is not
formed. The City Council has previously authorized the advancement of funds for other
districts.
Respectfully su ted,
Don ebb
Public Works Director
'— �RicTiard L. Hoffsta t, E.
Development Engineer
Attachments: Exhibit "A ", Boundary Map of Proposed District
Exhibit "B ", Professional Services Agreement
Budget Amendment
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EXHIBIT "B"
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, entered into this day of 2001, by and
between the City of Newport Beach , a Municipal Corporation (hereinafter referred to as
"City "), and GFB Friedrich & Associates, whose address is 6529 Riverside Avenue, Suite
230, Riverside, California, 92506, (hereinafter referred to as "Consultant "), is made with
reference to the following:
RECITALS
A. City is a Municipal Corporation duly organized and validly existing under the
laws of the State of California with the power to carry on its business as it is
now being conducted under the statutes of the State of California and the
Charter of City.
B. City desires to engage Consultant to prepare an Engineer's Report and act
as Assessment Engineer for CITY in connection with special assessment
district procedures to underground utilities for Proposed Underground
Assessment District No. 75 (Balboa Village) upon the terms and conditions
contained in this Agreement.
C. The principal members of Consultant are for purpose of Project is John A
Friedrich.
D. City has solicited and received a proposal from Consultant, has reviewed
the previous experience and evaluated the expertise of Consultant, and
desires to contract with Consultant under the terms and conditions provided
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in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned
parties as follows:
1. TERM
The term of this Agreement shall commence on the 15' day of February, 2001,
and shall terminate on the 30`h day of June, 2003, unless terminated earlier as set forth
herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the duties set forth in the scope of services,
attached hereto as Exhibit "A" and incorporated herein by reference.
3. COMPENSATION TO CONSULTANT
City shall pay Consultant for the services in accordance with the provisions of this
Section and the scheduled billing rates set forth in Exhibit "B" attached hereto and
incorporated herein by reference. No rate changes shall be made during the term of this
Agreement without prior written approval of City. Consultant's compensation for all work
performed in accordance with this Agreement shall not exceed the total contract price of
Twenty Five Thousand four hundred twenty -five dollars ($25,425).
3.1 Consultant shall maintain accounting records of its billings which includes
the name of the employee, type of work performed, times and dates of all work which is
billed on an hourly basis and all approved incidental expenses including reproductions,
computer printing, postage and mileage.
3.2 Consultant shall not receive any compensation for extra work without prior
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written authorization of City. Any authorized compensation shall be paid in accordance
with the schedule of the billing rates as set forth in Exhibit "B ".
3.3 City shall reimburse Consultant only for those costs or expenses which
have been specifically approved in this Agreement, or specifically approved in advance
by City. Such cost shall be limited and shall include nothing more than the following costs
incurred by Consultant:
A. The actual costs of subconsultants for performance of any of the services
which Consultant agrees to render pursuant to this Agreement which have
been approved in advance by City and awarded in accordance with the
terms and conditions of this Agreement.
B. Approved computer data processing and reproduction charges.
C. Actual costs and /or other costs and /or payments specifically authorized in
advance in writing and incurred by Consultant in the performance of this
Agreement.
3.4 Notwithstanding any other paragraph or provision of this Agreement,
beginning on the effective date of this Agreement, City may withhold payment of ten
percent (10 %) of each approved payment as approved retention until all services under
this Agreement have been substantially completed.
4. STANDARD OF CARE
4.1 All of the services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the services required by this Agreement and that it will
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perform all services in a manner commensurate with the community professional
standards. All services shall be performed by qualified and experienced personnel who
are not employed by City nor have any contractual relationship with City. Consultant
represents and warrants to City that it has or shall obtain all licenses, permits,
qualifications and approvals required of its profession. Consultant further represents and
warrants that it shall keep in effect all such licenses, permits and other approvals during
the term of this Agreement.
4.2 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, or acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's work promptly, or delay or faulty performance by City,
contractors, or governmental agencies, or any other delays beyond Consultant's control
or without Consultant's fault.
4.3 The term Construction Management or Construction Manager does not
imply that Consultant is engaged in any aspect of the physical work of construction
contracting. Consultant shall not have control over or charge of, and shall not be
responsible for Project's design, Project's contractor (hereinafter referred to as
"Contractor "), construction means, methods, techniques, sequences or procedures, or for
any health or safety precautions and programs in connection the work. These duties are
and shall remain the sole responsibility of the Contractor. Consultant shall not be
responsible for the Contractor's schedules or failure to carry out the work in accordance
with the contract documents. Consultant shall not have control over or charge of acts or
omissions of City, Design Engineer, Contractor, Subcontractors, or their Agents or
employees, or of any other persons performing portions of the work.
5. INDEPENDENT PARTIES
City retains Consultant on an independent contractor basis and Consultant is not
an employee of City. The manner and means of conducting the work are under the
control of Consultant, except to the extent they are limited by statute, rule or regulation
and the expressed terms of this Agreement. Nothing in this Agreement shall be deemed
to constitute Consultant or any of Consultant's employees or agents to be the agents or
employees of City. Consultant shall have the, responsibility for and control over the
details in means of performing the work provided that Consultant is in compliance with the
terms of this Agreement. Anything in this Agreement which may appear to give City the
right to direct Consultant as to the details of the performance of the services or to
exercise a measure of control over Consultant shall mean that Consultant shall follow the
desires of City only in the results of the services.
6. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator, and any other agencies which may have jurisdiction or interest in
the work to be performed. City agrees to cooperate with Consultant on Project.
7. PROJECT MANAGER
Consultant shall assign Project to a Project Manager, who shall coordinate all
phases of Project. This Project Manager shall be available to City at all reasonable times
during term of Project. Consultant has designated John Friedrich, P.E. to be its Project
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Manager. Consultant shall not bill any personnel to Project other than those personnel
identified in Exhibit "B ", whether or not considered to be key personnel, without City's prior
written approval by name and specific hourly billing rate. Consultant shall not remove or
reassign any personnel designated in this Section or assign any new or replacement
person to Project without the prior written consent of City. City's approval shall not be
unreasonably withheld with respect to removal or assignment of non -key personnel.
Consultant, at the sole discretion of City, shall remove from Project any of its
personnel assigned to the performance of services upon written request of City.
Consultant warrants it will continuously furnish the necessary personnel to complete
Project on a timely basis as contemplated by this Agreement.
8. TIME OF PERFORMANCE
Time is of the essence in the performance of the services under this Agreement
and the services shall be performed by Consultant in accordance with the schedule
specified below. The failure by Consultant to strictly adhere to the schedule may result in
termination of this Agreement by City and assessment of damages against Consultant for
delay. Notwithstanding the foregoing, Consultant shall not be responsible for delays
which are due to causes beyond Consultant's reasonable control. However, in the case
of any such delay in the services to be provided for Project, each party hereby agrees to
provide notice to the other party so that all delays can be addressed.
9. CITY POLICY
Consultant will discuss and review all matters relating to policy and project
direction with the Project Administrator in advance of all critical decision points in order to
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ensure that Project proceeds in a manner consistent with City goals and policies.
10. CONFORMANCE TO APPLICABLE REQUIREMENT
All work prepared by Consultant shall conform to applicable city, county, state and
federal law, regulations and permit requirements and be subject to approval of the Project
Administrator and City Council.
11. PROGRESS
Consultant is responsible to keep the Project Administrator and /or his /her duly
authorized designee informed on a regular basis regarding the status and progress of the
work, activities performed and planned, and any meetings that have been scheduled or
are desired.
12. HOLD HARMLESS
Consultant shall indemnify, defend, save and hold harmless City, its City Council,
boards and commissions, officers and employees from and against any and all loss,
damages, liability, claims, allegations of liability, suits, costs and expenses for damages of
any nature whatsoever, including, but not limited to, bodily injury, death, personal injury,
property damages, or any other claims arising from any and all negligent acts or
omissions of Consultant, its employees, agents or subcontractors in the performance of
services or work conducted or performed pursuant to this Agreement, excepting only the
active negligence or willful misconduct of City, its officers or employees, and shall include
attorneys' fees and all other costs incurred in defending any such claim. Nothing in this
indemnity shall be construed as authorizing, any 'award of attorneys' fees in any action on
or to enforce the terms of this Agreement.
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13. INSURANCE
Without limiting consultant's indemnification of City, and prior to commencement of
work, Consultant shall obtain and provide and maintain at its own expense during the
term of this Agreement policy or policies of liability insurance of the type and amounts
described below and satisfactory to City. Certification of all required policies shall be
signed by a person authorized by that insurer to bind coverage on its behalf and must be
filed with City prior to exercising any right or performing any work pursuant to this
Agreement. Except workers compensation and errors and omissions, all insurance
policies shall add City, its elected officials, officers, agents, representatives and
employees as additional insured for all liability arising from Consultant's services as
described herein.
Insurance policies with original endorsements indemnifying Project for the
following coverages shall be issued by companies admitted to do business in the State of
California and assigned Best's A- VII or better rating:
A. Worker's compensation insurance covering all employees and principals of
Consultant, per the laws of the State of California.
B. Commercial general liability insurance covering third party liability risks,
including without limitation, contractual liability, in a minimum amount of $1
million combined single limit per occurrence for bodily injury, personal injury
and property damage. If commercial general liability insurance or other
form with a general aggregate is used, either the general aggregate shall
apply separately to this Project, or the general aggregate limit shall be twice
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the occurrence limit.
C. Commercial auto liability and property insurance covering any owned and
rented vehicles of Consultant in a minimum amount of $1 million combined
single limit per accident for bodily injury and property damage.
D. Professional errors and omissions insurance which covers the services to
be performed in connection with this Agreement in the minimum amount of
one million Dollars ($1,000,000.00).
Said policy or policies shall be endorsed to state that coverage shall not be
canceled by either party, except after thirty (30) days' prior notice has been given in
writing to City. Consultant shall give City prompt and timely notice of claim made or suit
instituted arising out of Consultant's operation hereunder. Consultant shall also procure
and maintain, at its own cost and expense, any additional kinds of insurance, which in its
own judgment may be necessary for its proper protection and prosecution of the work.
Consultant agrees that in the event of loss due to any of the perils for which it has
agreed to provide comprehensive general and automotive liability insurance, that
Consultant shall look solely to its insurance for recovery. Consultant hereby grants to
City, on behalf of any insurer providing comprehensive general and automotive liability
insurance to either Consultant or City with respect to the services of Consultant herein, a
waiver of any right of subrogation which any such insurer of said Consultant may acquire
against City by virtue of the payment of any loss under such insurance.
14. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, sublease, hypothecate or transfer this Agreement or
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any of the services to be performed under this Agreement, directly or indirectly, by
operation of law or otherwise without prior written consent of City. Any attempt to do so
without consent of City shall be null and void.
The sale, assignment, transfer or other disposition of any of the issued and
outstanding capital stock of Consultant, or of the interest of any general partner or joint
venturer or syndicate member or co- tenant if Consultant is a partnership or joint- venture
or syndicate or co- tenancy, which shall result in changing the control of Consultant, shall
be construed as an assignment of this Agreement. Control means fifty percent (50 %) or
more of the voting power, or twenty -five percent (25 %) or more of the assets of the
corporation, partnership or joint-venture.
15. OWNERSHIP OF DOCUMENTS
Each and every report, draft, work product, map, record and other document
reproduced, prepared or caused to be prepared by Consultant pursuant to or in
connection with this Agreement shall be the exclusive property of City.
Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed documents for other projects
and any use of incomplete documents without specific written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived as against Consultant and City
assumes full responsibility for such changes unless City has given Consultant prior notice
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and has received from Consultant written consent for such changes.
Consultant shall, at such time and in such forms as City may require, furnish
reports concerning the status of services required under this Agreement.
16. CONFIDENTIALITY
The information, which results from the services in this Agreement, is to be kept
confidential unless the release of information is authorized by City.
17. CITY'S RESPONSIBILITIES
In order to assist Consultant in the execution of his responsibilities under this
Agreement, City agrees to provide the following:
A. City will provide access to and upon request of Consultant, provide one
copy of all existing record information on file at City. Consultant shall be
entitled to rely upon the accuracy of data information provided by City or
others without independent review or evaluation. City will provide all such
materials in a timely manner so as not to cause delays in Consultant's work
schedule.
B. Provide blueprinting, CADD plotting, copying and other services through
City's reproduction company for each of the required submittals. Consultant
will be required to coordinate the required submittals with City's
reproduction company. All other reproduction will be the responsibility of
Consultant and as defined above. '
C. City staff will provide usable life of facilities criteria and provide information
with regards to deficient facilities.
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D. City will prepare and provide to Consultant street base digital file in
AutoCAD (DWG) compatible format.
18. ADMINISTRATION
This Agreement will be administered by the Public Works Department. Richard L.
Hoffstadt, P.E. shall be considered the Project Administrator and shall have the authority
to act for City under this Agreement. The Project Administrator or his /her authorized
representative shall represent City in all matters pertaining to the services to be rendered
pursuant to this Agreement.
19. RECORDS
Consultant shall keep records and invoices in connection with the work to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement. All such records shall be
clearly identifiable. Consultant shall allow a representative of City during normal business
hours to examine, audit and make transcripts or copies of such records. Consultant shall
allow inspection of all work, data, documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement.
20. WITHHOLDINGS
City may withhold payment of any disputed sums until satisfaction of the dispute
with respect to such payment. Such withholding shall not be deemed to constitute a
failure to pay according to the terms of this Agreement. Consultant shall not discontinue
work for a period of thirty (30) days from the date of withholding as a result of such
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withholding. Consultant shall have an immediate right to appeal to the City Manager or
his designee with respect to such disputed sums. Consultant shall be entitled to receive
interest on any withheld sums at the rate of seven percent (7 %) per annum from the date
of withholding of any amounts found to have been improperly withheld.
21. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than would have
resulted if there were not errors or omissions in the work accomplished by Consultant, the
additional design, construction and /or a restoration expense shall be borne by Consultant.
Nothing in this paragraph is intended to limit City's rights under any other sections of this
Agreement.
22. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other consultants in connection with Project.
23. CONFLICTS OF INTEREST
A. Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act "), which (1) requires such
persons to disclose financial interest that may foreseeably be materially
affected by the work performed under this Agreement, and (2) prohibits
such persons from making, or participating in making, decisions that will
foreseeable financially affect such interest.
B. If subject to the Act, Consultant shall conform to all requirements of the Act.
Failure to do so constitutes a material breach and is grounds for termination
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of this Agreement by City. Consultant shall indemnify and hold harmless
City for any and all claims for damages resulting from Consultant's violation
of this Section.
24. SUBCONSULTANT AND ASSIGNMENT
Except as specifically authorized under this Agreement, the services included in
this Agreement shall not be assigned, transferred, contracted or subcontracted
without prior written approval of City.
25. NOTICES
All notices, demands, requests or approvals to be given under this Agreement
shall be given in writing and conclusively shall be deemed served when delivered
personally or on the third business day after the deposit thereof in the United States mail,
postage prepaid, first class mail, addressed as hereinafter provided.
All notices, demands, requests or approvals from Consultant to City shall be
addressed to City at:
City of Newport Beach
3300 Newport Boulevard
P. O. Box 1768
Newport Beach, CA, 92658 -8915
(949) 644 -3311; Fax (949) 644 -3318
All notices, demands, requests or approvals from City to Consultant shall be
addressed to Consultant at:
Attention: John Friedrich, P.E.
GFB Friedrich & Associates
6529 Riverside Avenue, Suite 230
Riverside, CA 92506
(909) 781 -0811; Fax (909) 781 -8435
SCE
26. TERMINATION
In the event either part hereto fails or refuses to perform any of the provisions
hereof at the time and in the manner required hereunder, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) days, or if more than two (2) days are reasonably required to cure the default
and the defaulting party fails to give adequate assurance of due performance within two
(2) days after receipt by defaulting party from the other party of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, the
nondefaulting party may terminate the Agreement forthwith by giving to the defaulting
party written notice thereof.
26.1 City shall have the option, at its sole discretion and without cause, of
terminating this Agreement by giving seven (7) days' prior written notice to Consultant as
provided herein. Upon termination of this Agreement, City shall pay to Consultant that
portion of compensation specified in this Agreement that is earned and unpaid prior to the
effective date of termination.
27. COMPLIANCES
Consultant shall comply with all laws, state or federal and all ordinances, rules and
regulations enacted or issued by City.
28. WAIVER
A waiver by either party of any breach, of any term, covenant or condition
contained herein shall not be deemed to be a waiver of. any subsequent breach of the
same or any other term, covenant or condition contained herein whether of the same or a
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different character.
29. INTEGRATED CONTRACT
This Agreement represents the full and complete understanding of every kind or
nature whatsoever between the parties hereto, and all preliminary negotiations and
agreements of whatsoever kind or nature are merged herein. No verbal agreement or
implied covenant shall be held to vary the provisions hereon. Any modification of this
Agreement will be effective only by written execution signed by both City and Consultant.
30. OPINION OF COST
Any opinion of the construction cost prepared by Consultant represents his /her
judgment as a design professional and is supplied for the general guidance of City. Since
Consultant has no control over the cost of labor and material, or over competitive bidding
or market conditions, Consultant does not guarantee the accuracy of such opinions as
compared to contractor bids or actual cost to City.
31. COMPUTER DELIVERABLES
CADD data delivered to City shall include the professional stamp of the engineer
or architect in responsible charge of the work. City agrees that Consultant shall not be
liable for claims, liabilities or losses arising out of, or connected with (a) the modification or
misuse by City, or anyone authorized by City, of CADD data; (b) the decline of accuracy
or readability of CADD data due to inappropriate storage conditions or duration; or (c) any
use by City, or anyone authorized by City, of CADD data for additions to this Project, for
the completion of this Project by others, or for any other project, excepting only such use
as is authorized, in writing, by Consultant. By acceptance of CADD data, City agrees to
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indemnify Consultant for damages and liability resulting from the modification or misuse of
such CADD data.
All drawings shall be transmitted to the City in Auto Cad version 14 in ".dwg" file
format. All written documents shall be transmitted to the City in Microsoft Word 97 and
Microsoft Excel 97 and be consistent with Microsoft Office 97.
32. PATENT INDEMNITY
Consultant shall indemnify City, its agents, officers, representatives and
employees against liability, including costs, for infringement of any United States' letters
patent, trademark, or copyright infringement, including costs, contained in Consultant's
drawings and specifications provided under this Agreement.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the day and year first written above.
APPROVED AS TO FORM:
By:
Robin Clauson
Assistant City Attorney
ATTEST:
By:
LaVonne Harkless
City Clerk
Ad\ad75 \Prof Sery Agt AD75
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CITY OF NEWPORT BEACH
A Municipal Corporation
In
Mayor
City of Newport Beach
GFB FRIEDRICH & ASSOCIATES
In
EXHIBIT "A"
SCOPE OF SERVICES
Underground Assessment District No. 75
(Balboa Village)
The ENGINEER shall provide the following Scope of Work, commencing at the point at
which sufficient petitions requesting the formation of Utility Undergrounding Assessment
District No. 75 have been received by the City, and concluding with the close of the
public hearing and confirmation of the assessment district. This includes any required
amendments to the Engineer's Report, plus a review of the Preliminary and Final Official
Statements. The following tasks are required to complete the assessment district
formation.
In conjunction with staff, determine proposed assessment district boundary.
2. Obtain and utilize Orange County Assessors property owner information to
create a property owner data base that will be used for required mailings and
assessment spreads.
3. Prepare a spread sheet showing Assessment Number, Assessor's parcel
Numbers, tract and lot number, front footage, area of each lot in acres, area
signing petition, relative front footage, owner, address of property, mailing
address, and all required property factors necessary for the assessment formula.
4. Based on petitions received, determine whether sufficient valid petitions exist to
proceed with the assessment district formation, or whether additional petition -
gathering efforts are needed.
5. Assist bond attorney and City staff in establishing a project schedule.
6. Attend utility coordination meetings on an as- needed basis. Coordinate between
City and property owners as required (assume 3 meetings).
Prepare Boundary Map of assessment district.
8. Prepare Preliminary Engineer's Report in accordance with Proposition 218 which
will include the following:
1931 Act information and tables
Plans and specifications (by reference)
Description of works of improvement
Preliminary estimate of costs
Assessment diagram
Method of assessment spread
Assessment roll with preliminary assessments.
Right -of -Way Certificate (executed by Superintendent of Streets)
Certification of Exemption (executed by the City)
Attend property owner information meeting to discuss preliminary assessments.
SCOPE OF SERVICES
PACE A- I
10. File Preliminary Engineer's Report with Superintendent of Streets.
11. Attend City Council meeting at which Resolution of Intention is adopted,
Preliminary Engineer's Report is approved, and Public Hearing is set. Answer
questions as necessary.
12. Prepare boundary map for recordation at Orange County Recorder's Office.
13. Print and mail Resolution of Intention, preliminary assessment, amount, and time
and place of Public Hearing to each assessed property owner of record, as
required by 1913 Act proceedings (contents of notice will be provided by bond
counsel). Prepare written declaration that this has been done.
14. Prepare Amended Engineer's Report in which the confirmed assessment spread
is based on final approved estimate of fees to be financed, including incidental
costs and financing costs.
15. File Amended /Confirmed Engineers Report with the Superintendent of Streets.
16. Attend property owner information meeting to discuss confirmed assessments.
17. Attend Public Meeting and Public Hearing, at City Council meetings and make
presentations as required.
18. Count ballots received and enter the results, by financial obligation, to determine
the percentage protest. The ballots are, weighed by "financial obligation" or by
the amount of the property's assessment. All ballots must be returned prior to
the close of the public hearing.
19. Make revisions to Engineer's Report as ordered by the City Council.
20. Print and mail confirmed assessment amount and Notice of Assessment to each
assessed property owner of record within the assessment district. Prepare
written declaration that this has been done.
21. Prepare Assessment Diagram, Notice of Assessment, and list of assessed
property owner names for recordation at Orange County Recorder's Office.
22. Review Preliminary and Final Official Statements.
23. Staff Meetings, project administration, and coordination with City staff, bond
counsel, financial advisor, bond underwriter, appraiser, and other project
consultants (assume 3 staff meeting in addition to the meetings described
above). This item shall include answering questions and providing information to
property owners, project proponents, community association representatives,
etc.
SCOPE OF SERVICES
PAGE A -2
Exclusions
The following items of work are not included within the above Scope of Services:
1. Right -of -way services.
2. Post - public hearing services (except as noted) including debt service
(amortization) schedules and placing assessment on tax roll.
3. Property valuation and tax delinquency information.
4. Advertising of notices in newspaper.
5. Preparation of improvement plans, specification and bid documents.
Services Information and /or Fees to be Provided by Others
In preparing the above Scope of Work, it is assumed that the following services,
information and /or fees will be supplied by the City or other consultants.
1. Utilities construction cost estimates.
2. Up -to -date maps, records, plans, etc. that pertain to this project.
3. Postage and public agency letterhead and envelopes or property owner mailings.
4. Right -of -entry onto private property, as required.
5. Other consultants (including property appraiser) whose services required to
complete the assessment district formations.
6. Preparation of Certificate of Sufficiency of Petition.
7. Preparation and execution of Notice of Exemption.
Ad\adMScove of Work
SCOPE OF SERVICES
PAGE A -3
August 1, 2000
Exhibit "B"
GFB- FRIEDRICH & ASSOC., INC.
Y �► S.
1.
Principal
$
105.00 per hour
2.
Registered Engineer
$
90.00 per hour
3.
Project Manager
$
84.00 per hour
4.
Designer /CAD
$
76.00 per hour
5.
CAD Drafter
$
66.00 per hour
5a.
Special Districts Analyst
$
66.00 per hour
5b.
Field Inspector
$
60.00 per hour
6.
2 -Man Survey Party
$
155.00 per hour
7.
3 -Man Survey Party
$
198.00 per hour
8.
Survey Computer
$
76.00 per hour
9.
Clerical
$
40.00 per hour
Subconsultants Subconsultant
Fee plus 10 %
Blueprints, Reproduction
& Courier Service Vendor Costs
Job Travel $ 0.36 per mile
Delivery $ 30.00 per hour
plus mileage
NOTE: Normal overtime will be invoiced at 1.50 times standard hourly rate.
Overtime on Sundays and holidays will be invoiced at 2.00 times
standard hourly rate. This Schedule of Hourly Rates is in effect through
July 31, 2001 and shall be subject to annual revision based on changes in
the cost of living.
COMPENSATION SCHEDULE
newpor0nup1bhMpro PAGE B -1
City of Newport Beach
BUDGETAMENDMENT
2000 -01
EFFECT ON BUDGETARY FUND BALANCE:
Increase Revenue Estimates
NX Increase Expenditure Appropriations
Transfer Budget Appropriations
SOURCE:
X from existing budget appropriations
from additional estimated revenues
X from unappropriated fund balance
EXPLANATION:
NO. BA- 024
AMOUNT: E5a,soo.00
Increase in Budgetary Fund Balance
AND X Decrease in Budgetary Fund Balance
No effect on Budgetary Fund Balance
This budget amendment is requested to provide for the following:
To appropriate funds for proposed Assessment District No. 75
ACCOUNTING ENTRY:
BUDGETARY FUND BALANCE
Fund Account
010 3605
REVENUE ESTIMATES (360 1)
Fund /Division Account
EXPENDITURE APPROPRIATIONS (3603)
Description
General Fund - Fund Balance
Description
Signed:
Signed:
Signed:
Administrative Services Director
Administrative Approvfl: City Manager
City Council Approval: City Clerk
Amount
Debit Credit
$6,800.00
$48,000.00
$54,800.00
Date
114141 —
Date
D ate
Description
Division
Number
7401
Assessment District - Cap Project
Account
Number
C5110514
Assessment District Program
Division
Number
7401
Assessment District - Cap Project
Account
Number
C5200603
Assessment District No. 75
Division
Number
Account
Number
Division
Number
Account
Number
Signed:
Signed:
Signed:
Administrative Services Director
Administrative Approvfl: City Manager
City Council Approval: City Clerk
Amount
Debit Credit
$6,800.00
$48,000.00
$54,800.00
Date
114141 —
Date
D ate