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RESOLVE Architecture & Planning ~ C160001 CITY OF TIGARD,OREGON-CONTRACT SUMMARY FORM (THIS FORM MUST ACCOMPANY EVERY CONTRACT I Contract Title: Saxony Mixed Use/ Public Space Design Number: ! coc Contractor: RESOLVE Architecture&Planning Contract Total: $95.000 Contract Ch erview: Tasks include site analysis public space analysis development12roposaL site and building design.cost estimates pre pro forma,land use review meeting,and presentations Initial Risk Level: E] Extreme ❑ High 'Moderate �Low Risk Reduction Steps: Risk Comments: P f) f Lj Risk Signature: ar-M2 In 1 Y 1� Contract Manager: Sean Farrellv Ext: 2420 Department: CD Type: ❑ Purchase Agreement Personal Service ❑ General Service ❑ Public Im rovem nt ❑ IGA Other: —S� Start Date: 71 180 LS End Date: -� Quotes/Bids/Proposal: FIRM AmouNT/Scorn RESOLVE Architecture&Planning 1 Account String: Fund-Division-Account Work Order–ActiviW T}fie Amounn Year 1 940-8000-56005 97013- 940-130 $95,000 Year 2 Year 3 Year 4 Year 5 Annrovals- LCRB Date: Department Comments: Department Signature: Purchasing Comments: Purchasing Signature: 11 City Manager Comments: City Manager Signature: After securing all required approvals,forward original copy to the Contracting and Purchasing Office along with a completed Contract Checklist. Contract 0 �� CITY OF TIGARD,OREGON PROFESSIONAL SERVICES AGREEMENT SAXONY MIXED USE PUBLIC SPACE DESIGN THIS AGREEMENT,made and entered into this V day of July,2015,by and between the City of Tigard, a municipal corporation, hereinafter referred to as the "City," and RESOLVE Architecture and Planning,hereinafter referred to as the "Consultant." RECITALS WHEREAS, the City's Fiscal Year 2015-16 budget provides for architectural and real estate consultant services for the Redevelopment Studies project;and WHEREAS, the accomplishment of the work and services described in this Agreement is necessary and essential to the program of the City;and WHEREAS, the City desires to engage the Consultant to render professional architectural and real estate consultant services for the project described in this Agreement, and the Consultant is willing and qualified to perform such services; THEREFORE, in consideration of the promises and covenants contained herein, the parties hereby agree as follows: 1. Consultant's Scolle of Services The Consultant shall perform professional architectural and real estate consultant services relevant to the Project in accordance with the terms and conditions set forth herein, and as provided in Exhibit A, which is attached hereto and by this reference made a part of this Agreement 2. Effective Date and Duration This agreement shall become effective upon the date of execution by the City's Local Contract Review Board,and shall expire,unless otherwise terminated or extended,on completion of the work or June 30, 2017 whichever comes first All work under this Agreement shall be completed prior to the expiration of this Agreement. 3. Consultant's Fee A. Basic Fee 1) As compensation for Basic Services as described in Exhibit A of this Agreement, and for services required in the fulfillment of Paragraph 1, the Consultant shall be paid on an hourly rate based upon the "Schedule of Rates" in Exhibit B of this agreement, which shall constitute full and complete payment for said services and all expenditures which may be made and expenses incurred, except as otherwise expressly provided in this Agreement. The Basic Fee shall not exceed the amount of Ninety-Five Thousand and No/100 Dollars ($95,000.00) without prior written authorization. 2) The parties hereto do expressly agree that the Basic Fee is based upon the Scope of Services to be provided by the Consultant and is not necessarily related to the estimated construction cost of the Project. In the event that the actual construction cost differs from the estimated construction cost, the Consultant's compensation will not be adjusted unless the Scope of Services to be provided by the Consultant changes and is authorized and accepted by the City. B. Payment Schedule for Basic Fee Payments shall be made upon receipt of billings based on the work completed. Billings shall be submitted by the Consultant periodically, but not more frequently than monthly. Payment by the City shall release the City from any further obligation for payment to the Consultant for service or services performed or expenses incurred as of the date of the statement of services. Payment shall be made only for work actually completed as of the date of invoice. Payment shall not be considered acceptance or approval of any work or waiver of any defects therein. C. PavmeT nt for Special Services Only when directed in writing by the City,the Consultant shall furnish or acquire for the City the professional and technical services based on the hourly rate schedule as described in Exhibit B of this contract for minor project additions and/or alterations. D. Certified Cost Records The Consultant shall furnish certified cost records for all billings pertaining to other than lump sum fees to substantiate all charges. For such purposes, the books of account of the Consultant shall be subject to audit by the City. The Consultant shall complete work and cost records for all billings on such forms and in such manner as will be satisfactory to the City. E. Contract Identification The Consultant shall furnish to the City its employer identification number, as designated by the Internal Revenue Service, or social security number, as the City deems applicable. F. Payment—General 1) Consultant shall pay to the Department of Revenue all sums withheld from employees pursuant to ORS 316.167. 2) Consultant shall pay employees at least time and a half pay for all overtime worked in excess of 40 hours in any one week except for individuals under the contract who are excluded under ORS 653.010 to 653.261 or under 29 USC sections 201 to 209 from receiving overtime. 3) Consultant shall promptly, as due, make payment to any person, co- partnership, association or corporation, furnishing medical, surgical and hospital care or other needed care and attention incident to sickness or injury to the employees of Consultant or all sums which Consultant agrees to pay for such services and all moneys and sums which Consultant collected or deducted from the wages of employees pursuant to any law, contract or agreement for the purpose of providing or paying for such service. 21 P .1gC ProfSA Template—Revised 11/19/2013 4) The City certifies that sufficient funds are available and authorized for expenditure to finance costs of this contract. 5) Consultant shall make payments promptly, as due, to all persons supplying services or materials for work covered under this contract. Consultant shall not permit any lien or claim to be filed or prosecuted against the City on any account of any service or materials furnished. 6) If Consultant fails, neglects or refuses to make prompt payment of any claim for labor, materials, or services furnished to Consultant, sub-consultant or subcontractor by any person as such claim becomes due, City may pay such claim and charge the amount of the payment against funds due or to become due to the Consultant. The payment of the claim in this manner shall not relieve Consultant or their surety from obligation with respect to any unpaid claims. 4. OwnershW of Plans and Documents: Records A. The field notes, design notes, and original drawings of the construction plans, as instruments of service, are and shall remain, the property of the Consultant; however, the City shall be furnished, at no additional cost, one set of previously approved reproducible drawings, on 3 mil minimum thickness mylar as well as diskette in "DWG" or "DXF" format, of the original drawings of the work. The City shall have unlimited authority to use the materials received from the Consultant in any way the City deems necessary. B. The City shall make copies, for the use of and without cost to the Consultant, of all of its maps, records, laboratory tests, or other data pertinent to the work to be performed by the Consultant pursuant to this Agreement, and also make available any other maps, records, or other materials available to the City from any other public agency or body. C. The Consultant shall furnish to the City, copies of all maps,records, field notes, and soil tests which were developed in the course of work for the City and for which compensation has been received by the Consultant at no additional expense to the City except as provided elsewhere in this Agreement. 5. Assignment/Delegation Neither party shall assign, sublet or transfer any interest in or duty under this Agreement without the written consent of the other and no assignment shall be of any force or effect whatsoever unless and until the other party has so consented. If City agrees to assignment of tasks to a subcontract, Consultant shall be,fully responsible for the acts or omissions of any subcontractors and of all persons employed by them, and neither the approval by City of any subcontractor nor anything contained herein shall be deemed to create any contractual relation between the subcontractor and City. 31Page ProfSA Template—Revised 11/19/2013 6. Consultant is Independent Contractor A. The City's project director, or designee, shall be responsible for determining whether Consultant's work product is satisfactory and consistent with this agreement, but Consultant is not subject to the direction and control of the City. Consultant shall be an independent contractor for all purposes and shall be entitled to no compensation other than the compensation provided for under Section 3 of this Agreement. B. Consultant is an independent contractor and not an employee of City. Consultant acknowledges Consultant's status as an independent contractor and acknowledges that Consultant is not an employee of the City for purposes of workers compensation law, public employee benefits law, or any other law. All persons retained by Consultant to provide services under this contract are employees of Consultant and not of City. Consultant acknowledges that it is not entitled to benefits of any kind to which a City employee is entitled and that it shall be solely responsible for workers compensation coverage for its employees and all other payments and taxes required by law. Furthermore, in the event that Consultant is found by a court of law or an administrative agency to be an employee of the City for any purpose, City shall be entitled to offset compensation due, or to demand repayment of any amounts paid to Consultant under the terms of the agreement, to the full extent of any benefits or other remuneration Consultant receives (from City or third party) as a result of said finding and to the full extent of any payments that City is required to make (to Consultant or to a third party) as a result of said finding. C. The undersigned Consultant hereby represents that no employee of the City or any partnership or corporation in which a City employee has an interest, has or will receive any remuneration of any description from the Consultant, either directly or indirectly,in connection with the letting or performance of this Agreement, except as specifically declared in writing. D. If this payment is to be charged against Federal funds, Consultant certifies that he/she is not currently employed by the Federal Government and the amount charged does not exceed his/her normal charge for the type of service provided. E. Consultant and its employees, if any, are not active members of the Oregon Public Employees Retirement System and are not employed for a total of 600 hours or more in the calendar year by any public employer participating in the Retirement System. F. Consultant shall obtain, prior to the execution of any performance under this Agreement, a City of Tigard Business License. The Tigard Business License is based on a calendar year with a December 31st expiration date. New businesses operating in Tigard after June 30th of the current year will pay a pro-rated fee though the end of the calendar year. G. Consultant is not an officer, employee, or agent of the City as those terms are used in ORS 30.265. 4 ProfSA Template—Revised 11/19/2013 7. Indemni. A. The City has relied upon the professional ability and training of the Consultant as a material inducement to enter into this Agreement. Consultant represents to the City that the work under this contract will be performed in accordance with the professional standards of skill and care ordinarily exercised by members of the Consultant's profession under similar conditions and circumstances as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of an Consultant's work by the City shall not operate as a waiver or release. Acceptance of documents by City does not relieve Consultant of any responsibility for design deficiencies, errors or omissions. B. Claims for other than Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard, its officers, employees, agents, and representatives from all claims, suits,or actions and all expenses incidental to the investigation and defense thereof, of whatsoever nature, including intentional acts resulting from or arising out of the activities of Consultant or its subcontractors, sub- consultants, agents or employees in performance of this contract at both trial and appeal level, whether or not a trial or appeal ever takes place including any hearing before federal or state administrative agencies.. If any aspect of this indemnity shall be found to be illegal or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of the remainder of this indemnification. C. Claims for Professional Liability. Consultant agrees and shall indemnify, defend, save and hold harmless the City of Tigard, its officers, employees, agents, and representatives from all claims, suits, or actions and all expenses incidental to the investigation and defense thereof, arising out of the professional negligent acts, errors or omissions of Consultant or its subcontractors, sub-consultants, agents or employees in performance of professional services under this agreement. Any work by Consultant that results in a,design of a facility that is not readily accessible to and usable by individuals with disabilities shall be considered a professionally negligent act, error or omission. Y D. As used in subsections B and C of this section,a claim for professional responsibility is a claim made against the City in which the City's alleged liability results directly or indirectly, in whole or in part, from the quality of the professional services provided by Consultant, regardless of the type of claim made against the City in performance of this contract. A claim for other than professional responsibility is a claim made against the City in which the City's alleged liability results from an act or omission by Consultant unrelated to the quality of professional services provided by Consultant in performance of this contract. 8. Insurance Consultant and its subcontractors shall maintain insurance acceptable to City in full force and effect throughout the term of this contract Such insurance shall cover risks arising directly or indirectly out of Consultant's activities or work hereunder, including the operations of its subcontractors of any tier. Such insurance shall include provisions that such insurance is primary insurance with respect to the interests of City and that any other insurance maintained 51Pagc ProfSA Template—Revised 11/19/2013 L by City is excess and not contributory insurance with the insurance required hereunder. The policy or policies of insurance maintained by the Consultant and its subcontractors shall provide at least the following limits and coverages: A. Commercial General Liability Insurance Consultant shall obtain, at Consultant's expense, and keep in effect during the term of this contract, Comprehensive General Liability Insurance covering Bodily Injury and Property Damage on an "occurrence" form (CG 2010 1185 or equivalent). This coverage shall include Contractual Liability insurance for the indemnity provided under this contract. The following insurance will be carried: Coverage Limit General Aggregate $2,000,000 Products-Completed Operations Aggregate $1,000,000 Personal&Advertising Injury $1,000,000 Each Occurrence $1,000,000 B. Professional Liability Consultant shall obtain, at Consultant's expense, and keep in effect during the term of this contract, Professional Liability Insurance covering any damages caused by any actual or alleged negligent act, error or omission in the rendering of or failure to render Professional Services. Combined single limit per claim shall not be less than $1,000,000, or the equivalent. Annual aggregate limit shall not be less than $1,000,000 and filed on a "claims- made" form. C. Commercial Automobile Insurance Consultant shall also obtain, at Consultant's expense, and keep in effect during the term of the contract (Symbol 1 or Symbols 8 and 9 as applicable) Commercial Automobile Liability coverage on an"occurrence" form including coverage for all owned, hired, and non-owned vehicles. The Combined Single Limit per occurrence shall not be less than$1,000,000. If Contractor operates a personally-owned vehicle for business use under this contract, the Contractor shall obtain, at Contractor's expense, and keep in effect during the term of the contract, business automobile liability coverage for all owned vehicles on an "occurrence" form. The Combined Single Limit per occurrence shall not be less than$1,000,000. D. Additional Insured Provision All policies aforementioned, other than Workers' Compensation and Professional Liability, shall include the City its officers, employees, agents and representatives as additional insureds with respect to this contract. Coverage will be endorsed to provide a"per project" aggregate. E. Extended Repor i=Coverage If any of the aforementioned liability insurance is arranged on a "claims-made" basis, Extended Reporting coverage will be required at the completion of this contract to a duration of 24 months or the maximum time period the Consultant's insurer will provide such if less than 24 months. Consultant will be responsible for furnishing certification of 6 1 i) ProfSA Template—Revised 11/19/2013 Extended Reporting coverage as described or continuous "claims-made" liability coverage for 24 months following contract completion. Continuous "claims-made" coverage will be acceptable in lieu of Extended Reporting coverage, provided its retroactive date is on or before the effective date of this contract. Coverage will be endorsed to provide a "per project"aggregate. F. Insurance Carrier Rating Coverage provided by the Consultant must be underwritten by an insurance company deemed acceptable by the City. All policies of insurance must be written by companies having an A.M. Best rating of"A-VII" or better, or equivalent The City reserves the right to reject all or any insurance carder(s)with an unacceptable financial rating. G. Self-Insurance The City understands that some Contractors may self-insure for business risks and the City will consider whether such self-insurance is acceptable if it meets the minimum insurance requirements for the type of coverage required. If the Contractor is self-insured for commercial general liability or automobile liability insurance the Contractor must provide evidence of such self-insurance. The Contractor must provide a Certificate of Insurance showing evidence of the coverage amounts on a form acceptable to the City. The City reserves the right in its sole discretion to determine-whether self-insurance is adequate. H. Certificates of Insurauice As evidence of the insurance coverage required by the contract,the Consultant shall furnish a Certificate of Insurance to the City. No contract shall be effective unto the required Certificates of Insurance have been received and approved by the City. The certificate will specify and document all provisions within this contract and include a copy of Additional Insured Endorsement A renewal certificate will be sent to the address below prior to coverage expiration. I. Indeuendent Contractor Status The service or services to be rendered under this contract are those of an independent contractor. Contractor is not an officer, employee or agent of the City as those terms are used in ORS 30.265. J. Perry Coverage Clarification The parties agree that Consultant's coverage shall be primary to the extent permitted by law. The parties further agree that other insurance maintained by the City is excess and not contributory insurance with the insurance required in this section. K. Cross-Liability Clause A cross-liability clause or separation of insureds clause will be included in all general liability and commercial automobile policies required by this contract. A certificate in form satisfactory to the City certifying to the issuance of such insurance will be forwarded to: 7 1 Page ProfSA Template—Revised 11/19/2013 City of Tigard Attn: Contracts and Purchasing Office 13125 SW Hall Blvd Tigard, Oregon 97223 At the discretion of the City, a copy of each insurance policy, certified as a true copy by an authorized representative of the issuing insurance company may be required to be forwarded to the above address. Such policies or certificates must be delivered prior to commencement of the work. The procuring of such required insurance shall not be construed to limit Consultant's liability hereunder. Notwithstanding said insurance, Consultant shall be obligated for the total amount of any damage,injury,or loss caused by negligence or neglect connected with this contract. 9. Termination Without Cause At any time and without cause, City shall have the right in its sole discretion, to terminate this Agreement by giving notice to Consultant. If City terminates the contract pursuant to this paragraph,it shall pay Consultant for services rendered to the date of termination. 10. Termination With Cause A. City may terminate this Agreement effective upon delivery of written notice to Consultant, or at such later date as may be established by City, under any of the following conditions: 1) If City funding from federal, state,local, or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services. This Agreement may be modified to accommodate a reduction in funds. 2) If Federal or State regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement. 3) If any license or certificate required by law or regulation to be held by Consultant, its subcontractors, agents, and employees to provide the services required by this Agreement is for any reason denied, revoked, or not renewed. 4) If Consultant becomes insolvent, if voluntary or involuntary petition in bankruptcy is filed by or against Consultant, if a receiver or trustee is appointed for Consultant, or if there is an assignment for the benefit of creditors of Consultant. Any such termination of this agreement under paragraph (A) shall be without prejudice to any obligations or liabilities of either party already accrued prior to such termination. 8 � ProfSA Template—Revised 11/19/2013 B. City, by written notice of default (including breach of contract) to Consultant, may terminate the whole or any part of this Agreement: 1) If Consultant fails to provide services called for by this agreement within the time specified herein or any extension thereof,or 2) If Consultant fails to perform any of the other provisions of this Agreement, or so fails to pursue the work as to endanger performance of this agreement in accordance with its terms, and after receipt of written notice from City, fails to correct such failures within ten days or such other period as City may authorize. 3) If Consultant fails to eliminate a conflict as described in Section 14 of this agreement. The rights and remedies of City provided in the above clause related to defaults (including breach of contract) by Consultant shall not be exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. If City terminates this Agreement under paragraph (B), Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred, an amount which bears the same ratio to the total fees specified in this Agreement as the services satisfactorily rendered by Consultant bear to the total services otherwise required to be performed for such total fee; provided, that there shall be deducted from such amount the amount of damages, if any, sustained by City due to breach of contract by Consultant. Damages for breach of contract shall be those allowed by Oregon law, reasonable and necessary attorney fees, and other costs of litigation at trial and upon appeal. 11. Non-Waiver The failure of City to insist upon or enforce strict performance by Consultant of any of the terms of this Agreement or to exercise any rights hereunder, should not be construed as a waiver or relinquishment to any extent of its rights to assert or rely upon such terms or rights on any future occasion. 12. Method and Place of Giving Notice, Submitting Bills and Making Payments All notices, bills and payments shall be made in writing and may be given by personal delivery, mail, or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The following addresses shall be used to transmit notices,bills,payments,and other information: CITY OF TIGARD RESOLVE ARCHITECTURE&PLANNING Attn: Sean Farrelly Attn: John Flynn Address: 13125 SW Hall Blvd. Address: 3742 SE Mill St. Tigard, Oregon 97223 Portland,Oregon 97214 Phone: (503) 718-2420 Phone: 503-231-8120 Email: seangtigard-or.gov Email:johnflynn exesolvearchitecture.com 9 1 Page ProfSA Template—Revised 11/19/2013 L and when so addressed,shall be deemed given upon deposit in the United States mail,postage prepaid, or when so faxed, shall be deemed given upon successful fax. In all other instances, notices,bills and payments shall be deemed given at the time of actual delivery. Changes may be made in the names and addresses of the person to who notices,bills and payments are to be given by giving written notice pursuant to this paragraph. 13. Mercer This writing is intended both as a final expression of the Agreement between the parties with respect to the included terms and as a complete and exclusive statement of the terms of the Agreement. No modification of this Agreement shall be effective unless and until it is made in writing and signed by both parties. 14. Professional Services The City requires that services provided pursuant to this agreement shall be provided to the City by an Consultant, which does not represent clients on matters contrary to City interests. Further, Consultant shall not engage services of an Consultant and/or other professional who individually, or through members of his/her same firm, represents clients on matters contrary to City interests. Should the Consultant represent clients on matters contrary to City interests or engage the services of an Consultant and/or other professional who individually, or through members of his/her same firm, represents clients on matters contrary to City interests, Consultant shall consult with the appropriate City representative regarding the conflict. After such consultation, the Consultant shall have 30 days to eliminate the conflict to the satisfaction of the City. If such conflict is not eliminated within the specified time period, the agreement may be terminated pursuant to Section 10 (B- 3)of this agreement. 15. Force Majeure Neither City nor Consultant shall be considered in default because of any delays in completion. and responsibilities hereunder due to causes beyond the control and without fault or negligence on the part of the parties so disenabled, including but not restricted to, an act of God or of a public enemy, civil unrest, volcano, earthquake, fire, flood, epidemic, quarantine restriction, area-wide strike, freight embargo, unusually severe weather or delay of subcontractor or supplies due to such cause; provided that the parties so disenabled shall within ten days from the beginning of such delay,notify the other party in writing of the cause of delay and its probable extent. Such notification shall not be the basis for a claim for additional compensation. Each party shall,however,make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon cessation of the cause, diligently pursue performance of its obligation under the Agreement. 16. Non-Discrimination Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statues, rules, and regulations. Consultant also shall comply with the Americans with Disabilities Act of 1990,ORS 659A.142, and all regulations and administrative rules established pursuant to those laws. All facilities designed by Consultant under this contract shall be designed to be readily accessible to and usable by individuals with disabilities as required by the Americans with Disabilities Act. 101Page ProfSA Template—Revised 11/19/2013 17. Errors Consultant shall perform such additional work as may be necessary to correct errors in the work required under this Agreement without undue delays and without additional cost. 18. Extra (.Chau=)Work Only the City's Project Manager may authorize extra (and/or change) work. Failure of Consultant to secure authorization for extra work shall constitute a waiver of all right to adjustment in the contract price or contract time due to such unauthorized extra work and Consultant thereafter shall be entitled to no compensation whatsoever for the performance of such work. 19. Governing Law The provisions of this Agreement shall be construed in accordance with the provisions of the laws of the State of Oregon. Any action or suits involving any question arising under this Agreement must be brought in the appropriate court of the State of Oregon. 20. Compliance With Applicable Law Consultant shall comply with all federal, state, and local laws and ordinances applicable to the work under this Agreement,including those set forth in ORS 279A,279B,and 279C. 21. Conflict Between Terms It is further expressly agreed by and between the parties hereto that should there be any conflict between the terms of this instrument in the proposal of the contract, this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said proposal conflicting herewith. 22. Access to Records City shall have access to such books, documents, papers and records of Consultant as are directly pertinent to this Agreement for the purpose of making audit, examination, excerpts and transcripts. 23. Audit Consultant shall maintain records to assure conformance with the terms and conditions of this Agreement, and to assure adequate performance and accurate expenditures within the contract period. Consultant agrees to permit City, the State of Oregon, the federal government, or their duly authorized representatives to audit all records pertaining to this Agreement to assure the accurate expenditure of funds. 24. Severability In the event any provision.or portion of this Agreement is held to be unenforceable or invalid by any court of competent jurisdiction,the validity of the remaining terms and provisions shall not be affected to the extent that it did not materially affect the intent of the parties when they entered into the agreement. 25. Complete Agreement This Agreement,including the exhibits,is intended both as a final expression of the Agreement between the Parties and as a complete and exclusive statement of the terms. In the event of an inconsistency between a provision in the main body of the Agreement and a provision in the 11 T'age ProfSA Template—Revised 11/19/2013 Exhibits, the provision in the main body of the Agreement shall control. In the event of an inconsistency between Exhibit A and Exhibit B,Exhibit A shall control. No waiver,consent,modification,or change of terms of this Agreement shall bind either parry unless in writing and signed by both parties. Such waiver, consent, modification, or change if made,shall be effective only in specific instances and for the specific purpose given. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this Agreement. Consultant,by the signature of its authorized representative,hereby acknowledges that he/she has read this Agreement, understands it and agrees to be bound by its terms and conditions. IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly authorized undersigned officer and Consultant has executed this Agreement on the date hereinabove fust written. CITY OF TIGARD RESOLVE ARCHITECTURE&PLANNING By:Marty Wine, City Manager By:Jo l f`h'nn Date Date 12 Pagc ProtSA Template—Revised 11/19/2013 EXHIBIT A SCOPE OF SERVICES The Consultant shall render professional services as described below: I. Site Analysis and Public Space Analysis A. Research relevant codes and jurisdictional requirements 1. Title 18 (Zoning) /Building Code 2.Natural resource issues (including floodway, floodplain,vegetated corridor)—contact Clean Water Services,US Army Corps of Engineers, OR Department of State Lands,etc. 3. Environmental issues and City's process towards NFA letter from DEQ B. Research site context 1.Acoustics/traffic/underpass environment 2.Boundaries and overlays (including Fanno Creek Trail) 3. Existing urban fabric and historical influences C. Examine feasibility of reuse of existing piers D.Review City files on Saxony Properties and other relevant studies E.Prepare base drawings ❑ survey provided by City (AutoCAD format) F. Initial meetings with City staff and one (1)introductory/progress presentation to City Council DELIVERABLES:meeting notes,memo reports,maps, site and urban design diagrams,rough order-magnitude cost analysis,PPT report II. Development Proposal A.Market Study verification 1. Review prior studies (Leland Consulting,Capstone Properties, et al) 2.Assess downtown employment and residential demographics 3.Assess parking needs B. Conduct Visioning Charrette with City staff and project stakeholders C. Craft working Development Program 1.Assess possible program mixes 2. Coordinate with concept development D.Development Partner Search 1. Craft Project Prospectus based on Development Program 2.Participate in interviews with potential Development Partners DELIVERABLES:meeting notes,memo reports,graphic"re-cap"of Visioning Charrette,Project Prospectus,list of Development Partner candidates III. Site and Building Design A. 50% Concept Design 1. Prepare drawings describing preliminary concept designs (up to 3 options) including massing studies. Drawings will likely consist of- a) fa) site plan b) site sections 13 1 Page ProfSA Template—Revised 11/19/2013 c) building floor plans d) building sections e)building elevations f) massing studies (SketchUp) 2.Prepare cost estimates for concept design(s) B. Progress meeting with City Staff C. Conduct 50% charrette with City staff and project stakeholders, present to City Council D. 100%Concept Design 1. Prepare drawings describing preliminary concept designs (up to 3 options) including massing studies. Drawings will likely consist of: a) site plan b) site sections c)building floor plans d)building sections e)building elevations f 3-D model (SketchUp) 2. Prepare PPT presentation for Open House C. Participate in Open House presentation D. Preliminary Pro Forma 1.Prepare Pro Forma financial analysis 2. Refine drawings based on cost estimates, project pro forma, and City's projected financial gap DELIVERABLES: Design drawings and narratives describing proposed work,cost estimates and project pro forma financial analysis,memo/correspondence IV. Entitlements /Land Use Review Process A.Attend Pre-application Conference B. Prepare submittal forms as required for Land Use Review (including Sensitive Lands Review application) C. Obtain Clean Water Services Service Provider letter D. Prepare for,attend and present at Neighborhood meeting E. Prepare for,attend and present before Hearings Officer DELIVERABLES:Drawings,Land Use application,forms and requisite approvals, memo/ correspondence HOURLY BILLING RATES RESOLVE Architecture + Planning Principal$120/hr Architectural Support$75/hr Summer Lake,LLC Principal$125/hr Mitali and Associates Principal$115/hr 14Pagc Pro6A Template—Revised 11/19/2013 EXHIBIT B CONSULTANT'S PROPOSAL 151 ProfSA Template—Revised 11/19/2013 R E S O L V E ARCHITECTURE + PLANNING DRAFT May 26, 2015 REVISED: June 12, 2015 Mr. Sean Farrelly Redevelopment Project Manager City of Tigard / City Center Development Agency 13125 SW Hall Boulevard Tigard, Oregon 97223 RE: Proposal for Professional Services Tigard Mixed Use / Public Space Design (Saxony Properties) Dear Sean: Thank you for the opportunity to present this proposal for the Feasibility Study, Conceptual Design and Development Teaming for a mixed use/public space development at the Saxony Properties on Main Street in downtown Tigard. This proposal is based on our response to the IRFP issued by the City and subsequent discussions with you, Kenny Asher and project stakeholders. We have prepared a Scope of Work and have assembled a team of consultants that have the capacity and experience to serve the project well. PROJECT TEAM Architecture and Urban Design RESOLVE Architecture + Planning John Flynn, Project Manager/Project Architect Suenn Ho, Project Designer Development Advisor Summer Lake, LLC Will Denecke Cost Estimator Mitali and Associates Mitali Kulkarni SCOPE OF SERVICES [begins next page] 3742 SE Mill St. Portland, OR 97214 T 503 231-8120 C 503 939-5130 E info@resolvearchitecture.com Mr. Sean Farrelly City of Tigard May 26, 2015 REVISED: June 12, 2015 Page 2 SCOPE OF SERVICES I. Site Analysis and Public Space Analysis A. Research relevant codes and jurisdictional requirements 1. Title 18 (Zoning)/ Building Code 2. Natural resource issues (including floodway, floodplain, vegetated corridor)— contact Clean Water Services, US Army Corps of Engineers, OR Department of State Lands, etc. 3. Environmental issues and City's process towards NFA letter from DEQ B. Research site context 1. Acoustics/traffic/underpass environment 2. Boundaries and overlays (including Fanno Creek Trail) 3. Existing urban fabric and historical influences C. Examine feasibility of reuse of existing piers D. Review City files on Saxony Properties and other relevant studies E. Prepare base drawings • survey provided by City (AutoCAD format) F. Initial meetings with City staff and one (1) introductory/progress presentation to City Council DELIVERABLES: meeting notes, memo reports, maps, site and urban design diagrams, rough- order-magnitude cost analysis, PPT report II. Development Proposal A. Market Study verification 1. Review prior studies (Leland Consulting, Capstone Properties, et al) 2. Assess downtown employment and residential demographics 3. Assess parking needs B. Conduct Visioning Charrette with City staff and project stakeholders C. Craft working Development Program 1. Assess possible program mixes 2. Coordinate with concept development D. Development Partner Search 1. Craft Project Prospectus based on Development Program 2. Participate in interviews with potential Development Partners DELIVERABLES: meeting notes, memo reports,graphic "re-cap"of Visioning Charrette, Project Prospectus, list of Development Partner candidates Mr. Sean Farrelly City of Tigard May 26, 2015 REVISED: June 12, 2015 Page 3 111. Site and Building Design A. 50%Concept Design 1. Prepare drawings describing preliminary concept designs (up to 3 options) including massing studies. Drawings will likely consist of: a) site plan b) site sections c) building floor plans d) building sections e) building elevations f) massing studies (SketchUp) 2. Prepare cost estimates for concept design(s) B. Progress meeting with City Staff C. Conduct 50% charrette with City staff and project stakeholders, present to City Council D. 100%Concept Design 1. Prepare drawings describing preliminary concept designs (up to 3 options) including massing studies. Drawings will likely consist of: a) site plan b) site sections c) building floor plans d) building sections e) building elevations f) 3-D model (SketchUp) 2. Prepare PPT presentation for Open House C. Participate in Open House presentation D. Preliminary Pro Forma 1. Prepare Pro Forma financial analysis 2. Refine drawings based on cost estimates, project pro forma, and City's projected financial gap DELIVERABLES: Design drawings and narratives describing proposed work, cost estimates and project pro forma financial analysis, memo/correspondence IV. Entitlements/Land Use Review Process A. Attend Pre-application Conference B. Prepare submittal forms as required for Land Use Review (including Sensitive Lands Review application) C. Obtain Clean Water Services Service Provider letter D. Prepare for, attend and present at Neighborhood meeting E. Prepare for, attend and present before Hearings Officer DELIVERABLES: Drawings, Land Use application, forms and requisite approvals, memo/correspondence Mr. Sean Farrelly City of Tigard May 26, 2015 REVISED: June 12, 2015 Page 4 PROJECT SCHEDULE We have prepared a project schedule which captures all project phases/components identified in the IRFP and in our Work Plan/Fee Matrix. The proposed Project Schedule and Work Plan are attachments to this letter. We anticipate that work will begin on or just after July 1, 2015. The objective will be to complete all aspects of design, development teaming and entitlements/land use review in time for a Designated Developer Agreement (DDA) to be executed in mid-2016. The City's target for an April 2017 ground-breaking seems very achievable. FEES FOR PROFESSIONAL SERVICES We have aligned our proposed fees with the scope of services described above. A detailed Work Plan/Fee Matrix as well as a schedule of hourly rates are provided as attachments to this letter. Fees organized by project phase/component are as follows: Site Analysis & Public Space Analysis $20,040. Development Proposal 16,740. Site and Building Design (includes allowance for structural engineering review) 25,635. Entitlements/Land Use Review Process 8,615. Project Management 8,940. SUBTOTAL $79,970. Reimbursable Expenses 5,155. TOTAL $85,125. This total amount, relative to the budget stated in the IRFP, allows for a city-controlled contingency of approximately 10%for beyond-scope services or unanticipated costs. A special set of contingency tasks that we have identified in our Work Plan relates to an alternate study to adaptively re-use all or some of the existing structures on the site, should it appear that redevelopment is not feasible due to constraints imposed by natural resource management. (If this were the case, the determination to proceed in this direction would be made during the Site Analysis phase of the work and subsequent phases would adjust accordingly to for an alternate development program and conceptual design.) Other additional tasks that the City may want to consider are also identified in the Work Plan. Among these, we have provided fee amounts for enhanced services on sustainability goals, for drafting the DDA between the City and the selected developer, and for additional meeting(s) with City staff and City Council to review development options. These last two tasks would occur during the time frame identified as DDA in the Project Schedule. DRAFT TIGARD MIXED USE/PUBLIC SPACE DESIGN PROJECT SCHEDULE 2015 2016 MONTH OF Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Commencement of Services Jui t Site Analysis/Public Space Analysis 6 weeks Aug 14 Conceptual Diagrams 2 weeks — Development Proposal 12 weeksm mid Nov Market Study Verification 4 weeks _ Visioning Charrette mid Sep ■ Craft working Development Program s weeks Development Partner Search 12 weeks mid Feb Site and Building Design a weeks Mid-point design progress Oct 14 ■ Cost Estimates 2 weeks Preliminary Pro Forma mid Dec Entitlements/Land Use Review process 4 months mid Apr Meetings and Presentations _ ongoing meetings with City staff ® Jul 1s ■ Aug 15 ■ Oct 21 Dec 1 presentations ♦Jul 28 ♦ mid Sep Oct 14 open house mid Dec pre-application conference ■ mid Dec_ neighborhood meeting ■ mid Jan hearings officer ■ mid Apr DDA(Designated Developer Agreement) end Oct NOTE: Tasks related to soils contamination mitigation not shown in this schedule. RESOLVE ARCHITECTURE + PLANNING DRAFT TIGARD MIXED USE/PUBLIC SPACE DESIGN ® • LABOR TOTAL Fee Proposal . . TOTAL Prepared 5/26/2015;Revised 6/1112015 Rate $120 $110 $75 $125 $115 $115 Cost $ 48,410 $ 20,750 $ 10,810 $ 5,155 $ 79,970 $ 85,125 PHASES AND TASKS DELIVERABLES PROJECT MANAGEMENT Hours Project Mgmt.Plan-communication,document stds PM Plan,Standards and Protocols 4 4 8 $ 780 Team Management&Coordination(2 hrs/mo) Deliv,Mo Reports&Invoices 18 18 $ 2,160 Contract&Sub Consultant Contracts Contracts 4 4 $ 480 2 $ 250 2 2 $ 230 Monthly Invoices&Reports(2 hrs/mo) Invoices&Reports 18 18 $ 2,160 Meeting minutes(6 meetings @ 1 hr) Meeting notes/follow up 6 6 $ 720 Quality Control/Submittal/Discipline Coordination 6 12 18 $ 2,160 56 12 4 72 $ 8,460 2 $ 250 2 0 2 230 $ 8,940 SITE ANALYSIS&PUBLIC SPACE ANALYSIS Hows Base Plans-Survey provided by owner-AutoCAD format Base Drawings 8 8 $ 600 Assessment-Existing Conditions,Opportunity,Feasibility PPT Report 1. Relevant Codes and Jurisdictional Requirements Presentation,Narrative,Map Title 18(Zoning)/Building Code Zoning Code Analysis 12 12 $ 1,440 8 $ 1,000 Natural resource issues-contact CWS and other authorities 12 12 $ 1,440 Environmental issues&City's process toward NFA Recommendations on proposed PPA 6 6 $ 720 20 $ 2,500 2. Site context Presentation,Narrative,Map Acoustics/traffic/underpass environment 2 2 $ 240 Boundaries&overlays 2 2 $ 240 Existing urban fabric/historical influence Photo documentation and notes 4 4 $ 480 4 $ 500 3. Feasibility of reuse of existing piers Presentation,Narrative,Map 2 2 $ 240 Reports and Drawing Production PPT&Executive Summary Site&urban design diagrams 1 4 8 13 $ 1,200 Memo reports for research findings (includes narrative commentary on concepts) 8 8 $ 960 8 $ 1,000 Concept Diagrams 1 8 12 21 $ 1,980 ROM Cost Analysis 20 12 32 $ 3,680 Meetings&Reviews Agenda,and meeting notes Kick-off(Meeting 1)-2 weeks after NTP 1 1 2 $ 240 1 $ 125 1 1 $ 115 Review City Files 2 2 $ 240 3 $ 375 Presentation 1(City Council-7/28/15) 1 1 $ 120 1 $ 125 Progress meeting w/City Staff(Meeting 2) 1 1 2 $ 240 1 $ 125 1 1 $ 115 47 22 28 97 $ 10,380 46 $ 5,750 22 12 34 $ 3,910 $ 20,040 DEVELOPMENT PROPOSAL - Market Study verification Report Review prior studies 6 3 9 $ 1,080 12 $ 1,500 Assess parking needs Research current demand,off-site options,etc. 2 1 3 $ 360 16 $ 2,000 Visioning charrette(Presentation 2) 4 4 8 $ 960 4 $ 500 4 4 $ 460 prep for Visioning charrette 4 4 8 $ 960 Preliminary Development Program Report Assess possible program mixes 8 8 16 $ 1,920 8 $ 1,000 Coord with concept development 4 4 8 16 $ 1,560 4 $ 500 Development Partner Search Prepare Proj Prospectus,interview dev partners 8 4 12 $ 1,440 20 $ 2,500 36 28 8 72 $ 8,280 64 $ 8,000 0 4 4 $ 460 $ 16,740 SITE AND BUILDING DESIGN 50%Concept Design Drawings Site Plan 4 4 8 $ 780 Site Sections 4 4 8 $ 780 Building Floor Plans 4 4 8 $ 780 Building Sections 4 4 8 $ 780 Building Elevations 4 4 8 $ 780 Preliminary Massing Studies SketchUp model 4 12 16 $ 1,380 Cost Estimate Cost Estimate 0 2 $ 250 32 32 $ 3,680 Presentation 3(mid-point design progress,City Council) Drawings 1 1 2 5 240 1 $ 125 1 1 $ 115 DRAFT TIGARD MIXED USE/PUBLIC SPACE DESIGN •TAL SUMMER LAKE SUB_OTAL EXPENSES LABORTOTAL' Fee Proposal JF SH Sup HOURS • r COST HOURS COST TOTAL Prepared 512612015;Revised 6/11/2015 Rate $120 $120 $75 $125 $115 $115 100%Concept Design Drawings Site Plan 2 4 6 $ 540 Site Sections 2 4 6 $ 540 Building Floor Plans 2 4 6 $ 540 Building Sections 2 4 6 $ 540 Building Elevations 2 4 6 $ 540 Allowance for structural engineering Narrative and sketches $ 2,000 3-D Model SketchUp model 4 32 36 $ 2,880 Cost Estimate Cost Estimate 0 2 $ 250 10 2 12 $ 1,380 Other presentation elements PPT&Drawings PPT PDF Summary 2 2 4 $ 390 Preliminary Pro Forma Report Drawing Refinements 2 8 10 $ 840 Pro Forma Development 0 $ - 24 $ 3,000 8 8 $ 920 Meetings&Reviews Agenda,and meeting notes Progress meeting w/City Staff(Meeting 3) 1 1 2 $ 240 1 $ 125 Technical Review 2 2 $ 240 2 $ 250 Open House(Presentation 4) 2 2 4 $ 480 2 $ 250 8 44 94 146 $ 15,290 34 $ 4,250 43 10 53 $ 6,095 25,635 INTITtEMENJIS/LAND USE REVIE�4,'PROCESS Pre-application Conference 1 1 0 2 $ 240 1 $ 125 Obtain CWS Service Provider Letter 6 0 0 6 $ 720 Prepare Land Use Application(including Sensitive Lands Review) 28 0 0 28 $ 3,360 16 $ 2,000 Meetings&Reviews Agenda,and meeting notes Progress meeting w/City Staff(Meeting 4) 1 1 0 2 $ 240 1 $ 125 1 1 $ 115 Prep for Neighborhood Meeting 2 2 0 4 $ 480 Neighborhood Meeting 1 1 0 2 $ 240 1 $ 125 Prep for Hearings Officer 2 2 0 4 $ 480 Hearings Officer 1 1 0 2 $ 240 1 $ 125 42 8 0 50 $ 6,000 20 $ 2,500 1 0 1 $ 115 $ 8,615 Close out Total Labor 437 166 94 PROJECT • TASKS NOT INCLUDED ABOVE Traffic Impact Study Tree Review Special Contingency Task-Adaptive Reuse of Existing Structures (Deliverables similar to above) Assess conditions of existing structures 4 2 0 6 $ 720 Building Code research(additional) 6 0 0 6 5 720 Rehabilitation Strategies 2 2 0 4 $ 480 Base drawings with relevant as-built conditions 20 20 $ 1,500 Allowance(addtitional)for structural engineering 5 2,500 Comparative analysis of alternate Pro Forma/ROI information 8 $ 1,000 Sustainability Goals Review and Support 8 8 $ 920 Draft DDA with City and selected developer 8 $ 1,000 Additional meeting with City Council to review development options 2 2 $ 240 4 $ 500 Total Labor 14 4 20 38 $ 6,160 20 $ 2,500 8 8 $ 920 $ 9,580 $ 9,580 PROJECT • t Mr. Sean Farrelly City of Tigard May 26, 2015 REVISED: June 12, 2015 Page 5 Reimbursable Expenses Sub-consultant services, printing and copying (including reprographic and photographic prints), courier service and express delivery, City submittal and review fees are not included in the fees for professional services and will be reimbursed at cost plus 10%. The reimbursable amounts stated above are estimated. Sean, we are available to begin work immediately upon execution of a contractual agreement. We have a current business license with the City (# 00951) and are prepared to issue Certificates of Insurance as required. Please call me if you have any questions or suggested clarifications. I look forward to hearing from you soon. Sincerely, John R. Flynn AIA NCARB LEED® AP RESOLVE ARCHITECTURE + PLANNING enc: Preliminary Project Schedule Fee Proposal Matrix Consultant Hourly Rate Schedules TIGARD MIXED USE/PUBLIC SPACE DESIGN HOURLY BILLING RATES RESOLVE Architecture+ Planning Principal $120/hr Architectural Support 75/hr Summer Lake, LLC Principal $125/hr Mitali and Associates Principal $115/hr