HomeMy WebLinkAboutI- 6 Torti-Gallas AgrmtFIRST AMENDMENT TO AN AGREEMENT
BY AND BETWEEN
THE CITY OF AZUSA AND TORTI GALLAS AND PARTNERS
FOR THE MONROVIA NURSERY SITE PROCESS
This Agreement is made and entered into this 17th day of December, 2001 by and between the City
of Azusa; a municipal organization under the laws of the State of California with its principal place
of business at 213 East Foothill Boulevard, Azusa, California 91702-1295 ("City"), and Torti Gallas
and Partners, PC, a Professional Corporation, with its principal place of business at 1300 Spring
Street, 4"' Floor, Silver Spring, Maryland 20910 ("Consultant").
RECITALS
The City and Consultant have entered into an agreement dated September 17, 2001 for
design charrette services in connection with the Monrovia Nursery site as part of the General
Plan Update program.
2. As described in the original scope of work, upon completion of the design charrette for the
Monrovia Nursery site, the City and the Monrovia Nursery Company would select a design
team to prepare a subsequent plan for the Monrovia Nursery site. The City and Monrovia
Nursery Company has selected a design team comprised of EDAW who shall preform
professional planning services for the residential component of the site and Torti Gallas and
Partners who shall preform professional planning services for the transit oriented component
of the site.
AGREEMENT
This Agreement enter into this 17th day of December, 2001, by and between the City and Consultant
amends the original agreement as detailed below:
1. Exhibit A, Scope of Services, is hereby amended as follows:
The text within the Introduction and the Charette Structure sections remain unchanged.
Immediately following the last paragraph of the Charette Structure section, the following is added:
DRAFT FINAL PLAN STRUCTURE
Task 1 Review work done by EDAW, City of Azusa staff, and Monrovia Nursery
Prior to the First Design Session, Torti Gallas and Partners will review the reports, timelines, and
graphics produced as a result of discussions between City staff, property owner and EDAW to
discuss results of the October 27, 2001 public workshop and the process for evaluating alternative
plans and identifying potential new plan elements. Torti Gallas and Partners will also review a
matrix, prepared by EDAW, of the 10-12 elements that should be considered and identify potential
components that could be incorporated in the Preferred Plan. We will also provide independent
identification of plan elements/issues to be discussed at first session.
Task 2 Evaluate Alternative Plans/First Design Session and Public Meeting
Torti Gallas and Partners will send two people, including Neal Payton, to a design session,
tentatively scheduled for January 8'b and 9'. While this session will be led by EDAW, Torti Gallas
and Partners will play an active and energetic role in brainstorming ideas for the Preferred Plan.
The City staff and the Property Owner will also discuss their concerns and issues regarding the
design. At the end of the Design Session, direction will be given for development of the Preferred
Plan, including the specific location of the Transit Oriented Center. At this event, Torti Gallas and
Partners is also prepared to lead a discussion on determining an overarching strategy for preparing
and developing design guidelines and or regulations consistent with the City of Azusa's
requirements for the General Plan, and the owner's requirement to secure the value of the land.
Torti Gallas and Partners will participate in a public meeting to be held in Azusa tentatively
scheduled on the evening of January 9'h.
Task 3 Plan Refinement / Second Design Session
Torti Gallas and Partners will incorporate ideas and directions generated at the first Design Session
and at the public meeting with respect to the Transit Oriented Center and develop several
alternative plan variations. These will be reviewed during interim phone meetings and presented
at the Second Design session, tentatively scheduled for February 13, at EDAW's, Irvine, CA office.
The refined plan will include the following conceptual design elements:
• Program Matrix and density
• Product types including a mix of housing, office and retail uses
• Street sections
• 3 - 4 Plan variations
• Community amenities and open space including parks, plazas and markets
Design guidelines will be initiated for neighborhood design, architecture and landscape for the
Transit Oriented Center. Image boards and sketch diagrams will be developed to explore primary
guideline components. It is assumed guidelines during this stage are for purposes of
communicating intended community character and do not need to be at a builders package level of
detail or documentation.
Torti Gallas and Partners will send one person to the second Design Session tentatively scheduled
for February 13' to present the plan variations, design guideline components and related drawings
and diagrams. At this time, we will also participate in discussions on general plan topics and
requirements as presented by EDAW including the overall Design Guidelines package.
Task 4 Plan Refinement/Third Design Session
The Transit Oriented Center Plan and related design guidelines will be further refined on the basis
of the Second Design Session. A single plan will be developed at a higher level of detail. Concept
grading and detailed statistical summaries will be prepared.
Architectural elevations, public facilities will be illustrated. Two (2) preliminary ground level
perspectives will be prepared to communicate neighborhood character to residents. These can be
discussed as to appropriateness of view angle and subject matter. Torti Gallas and Partners will
also provide review and written comment on design guidelines proffered by EDAW in to date.
Drawings to be produced for this meeting include:
• Refined Program Matrix
• Refined product types including a mix of housing, office and retail uses
• Refined Street Sections
• Plan at 1: = 50'
• Community amenities and open space including parks, plazas and markets
• Circulation Diagram
• Urban Sequence Diagrams
• Ground Floor Land Use Diagram
• Street Hierarchy
• Building Height Diagram
■ Parking location and Access Diagram
• Focal elements
• Detail of proposed rail station and/or commuter bus stop
• Two (2) refined ground level perspective renderings.
In addition, Torti Gallas and Partners will provide refined guidelines Transit Center Guidelines, in
both illustrated and narrative form, in conformance with the format agreed upon at the first design
session.
Torti Gallas and Partners will send one person to the third Design Session tentatively scheduled for
March 13`h and the morning of March 14' to present the refined plan (and options) and design
guideline components. At this time, we will also participate in discussions on general plan topics
and requirements as presented by EDAW including the overall Design Guidelines package.
Task 5 Prepare General Plan Exhibits and Final Presentation
Torti Gallas and Partners, in cooperation with EDAW, will prepare illustrative general plan exhibits
for inclusion in the Draft General Plan.
Two types of General Plan documents will be developed. The first type will include illustrative
images that demonstrate possible development scenarios permitted under the General Plan. The
second type of document will include the specific exhibits and text that will be included in the
General Plan.
Torti Gallas and Partners will also send one person to attend Open House Meeting.
Task 6 Revisions to General Plan
Torti Gallas and Partners expects minor revisions to the plan after the Citizens Congress Meeting
and is prepared to make such revisions at this time. However substantial changes to the plan and
or the perspective renderings would be considered an additional service and be billed at our
Standard Hourly Rates or, in the case of the perspective renderings at $5,000 each
Assumptions
1. Reimbursable expenses including the cost of travel (economy air fare), and lodging, printing
and reproduction are not included in these fees and will be reimbursed at cost. Torti Gallas
and Partners will provide all drawings to EDAW, Monrovia Nursery and the City of Azusa
in print form as well as electronically as TIFFS.
2. EDAW design efforts and traffic and engineering services are not part of the Torti Gallas
and Partners scope.
3. All Design Sessions and team meetings will be held at the EDAW, Irvine offices.
4. The EIR alternatives will be the four development concepts prepared as part of the Phase
I efforts.
5. The General Plan design guidelines will be approximately 10-15 pages long. Color will be
provided.
2. Exhibit B, Schedule of Services is amended as follows:
INTRODUCTION AND CHARETTE STRUCTURE
Preparation for Event 1
September 2001
Event 1 - Azusans Meet Consultant Team September 2001
Conceptual Plan Development and Event 2 - Plans Revealed, October 2001
Preferred Concepts(s) Selected
DRAFT FINAL PLAN STRUCTURE
Review work done by EDAW, City of Azusa Staff, and
Monrovia Nursery
Evaluate Alternative Plans/First Design Session and
Public Meeting
Plan Refinement / Second Design Session
Plan Refinement/Third Design Session
Prepare General Plan Exhibits and Final Presentation
Revisions to General Plan
3. Exhibit C, Compensation, is amended as follows:
The first sentence should read as follows:
December 2001
January 2002
February 2002
March 2002
March/April 2002
April 2002
Total compensation for professional labor, direct expenses, materials, and other miscellaneous
costs shall not exceed 50,000.00 for the Introduction and Charette Structure and shall not exceed
$80,500.00 for the Draft Final Plan Structure as follows:
INTRODUCTION AND CHARETTE STRUCTURE
Introduction and Charette Structure $50,000.00
DRAFT FINAL PLAN STRUCTURE
Review work done by EDAW, City of Azusa Staff, and $ 9,000.00
Monrovia Nursery and Evaluate Alternative Plans/First
Design Session and Public Meeting
Plan Refinement / Second Design Session $17,000.00
Plan Refinement/Third Design Session $20,000.00
Prepare General Plan Exhibits and Final Presentation $18,000.00
Revisions to General Plan $ 4,000.00
Expenses $12,500.00
Draft Final Plan Structure Subtotal $80,500.00
Total Cost $130,500.00
CI'
Lm
Cristina Cruz - Madrid
Mayor
Attest:
Vera Mendoza
City Clerk
Approved as t Form:
Best Best & Krieger LLP
City Attorney
TORTI GALLAS AND PARTNERS
A 'rill
Pall Mortensen
Secretary
CITY OF AZUSA
PROFESSIONAL SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 17th day of September, 2001 by and
between the City of Azusa, a municipal organization organized under the laws of the State of
California with its principal place of business at 213 East Foothill Boulevard, Azusa, California
91702-1295 ("City") and trading as Torti-Gallas and Partners, PC, a Professional Corporation
with its principal place of business at 1300 Spring Street 4t'' Floor, Silver Spring, Maryland
20910 ("Consultant"). City and Consultant are sometimes individually referred to as "Party" and
collectively as "Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this Agreement.
Consultant represents that it is experienced in providing planning and urban design services to public
clients and is familiar with the plans of City as provided by the City to the Consultant.
2.2 Project.
City desires to engage Consultant to render such services for the Monrovia Nursery Charette
Process as part of the General Plan Update project ("Project") as set fourth in forth in this
Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3. 1.1 General Scope of Services. Consultant promises and agrees to furnish to
the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the professional planning and urban design consulting
services necessary for the Project ("Services"). The Services are more particularly described in
Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject
to, and performed in accordance with, this Agreement, the exhibits attached hereto and
incorporated herein by reference, and all applicable local, state and federal laws, rules and
regulations.
RVPUB\NGS\544364
3.1.2 Term. The term of this Agreement shall be from September 2001 to November
2001, unless earlier terminated as provided herein. Consultant shall complete the Services within
the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will determine
the means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the term of
this Agreement. Any additional personnel performing the Services under this Agreement on
behalf of Consultant shall also not be employees of City and shall at all times be under
Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of Services under this
Agreement and as required by law. Consultant shall be responsible for all reports and obligations
respecting such additional personnel, including, but not limited to: social security taxes, income
tax withholding, unemployment insurance, disability insurance, and workers' compensation
insurance.
3.2.2 Schedule of Services. Consultant shall perform the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit "B" attached hereto and incorporated herein by reference.
Consultant represents that it has the professional and technical personnel required to perform the
Services in conformance with such conditions. In order to facilitate Consultant's conformance
with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon
request of City, Consultant shall provide a more detailed schedule of anticipated performance to
meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Consultant shall be in accord with the program and submission requirements provided by the
City and shall be subject to the reasonable approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement. Should
one or more of such personnel become unavailable, Consultant may substitute other personnel of
at least equal competence upon written approval of City. In the event that City and Consultant
cannot agree as to the substitution of key personnel, City shall be entitled to terminate this
Agreement for cause. As discussed below, any personnel who fail or refuse to perform the
Services in a manner acceptable to the City, or who are determined by the City to be
uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a
threat to the safety of persons or property, shall be promptly removed from the Project by the
Consultant at the request of the City. The key personnel for performance of this Agreement is
Paul Mortensen.
RVPUB\NGS\544364
3.2.5 City's &Ppresentative. The City hereby designates Lisa Brownfield, or her
designee, to act as its representative for the performance of this Agreement ("City's
Representative"). City's Representative shall have the power to act on behalf of the City for all
purposes under this Contract. Consultant shall not accept direction or orders from any person
other than the City's Representative or her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Paul
Mortensen, or his designee, to act as its representative for the performance of this Agreement
("Consultant's Representative"). Consultant's Representative shall have full authority to
represent and act on behalf of the Consultant for all purposes under this Agreement. The
Consultant's Representative shall supervise and direct the Services, using his professional skill
and attention, and shall be responsible for all means, methods, techniques, sequences and
procedures and for the satisfactory coordination of all portions of the Services under this
Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and other
staff at all reasonable times as documented in the Schedule.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform
all Services under this Agreement in a skillful and competent manner, consistent with the
standards generally recognized as being employed by professionals in the same discipline in the
State of California. Consultant represents and maintains that it is skilled in the professional
calling necessary to perform the Services. Consultant represents that all employees and
subcontractors shall have sufficient skill and experience to perform the Services assigned to
them. Finally, Consultant represents that it, its employees and subcontractors have all licenses,
permits, qualifications and approvals of whatever nature that are legally required to perform the
Services, including a City Business License, and that such licenses and approvals shall be
maintained throughout the term of this Agreement. As provided for in the indemnification
provisions of this Agreement, Consultant shall perform, at its own cost and expense and without
reimbursement from the City, any services necessary to correct errors or omissions which are
caused by the Consultant's failure to comply with the standard of care provided for herein. Any
employee of the Consultant or its sub -consultants who is determined by the City to be
uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat
to the safety of persons or property, or any employee who fails or refuses to perform the Services
in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant
and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and
in compliance with all applicable local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all Cal/OSHA
requirements, and shall give all notices required by law. Consultant shall be liable for all
violations of such laws and regulations in connection with Services. If the Consultant performs
any work knowing it to be contrary to such applicable laws, rules and regulations and without
giving written notice to the City, Consultant shall be solely responsible for all costs arising
therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers and
employees free and harmless, pursuant to the indemnification provisions of this Agreement, from
any claim or liability arising out of any failure or alleged failure to comply with such applicable
laws, rules or regulations.
RVPUB\NGS\544364 3
3.2. 10 Insurance.
3.2.10.1 Time for Compliance. Consultant shall not commence
Work under this Agreement until it has provided evidence satisfactory to the City that it has
secured all insurance required under this section. In addition, Consultant shall not allow any
subcontractor to commence work on any subcontract until it has provided evidence satisfactory
to the City that the subcontractor has secured all insurance required under this section.
3.2.10.2 Minimum Requirements. Consultant shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the performance of
the Agreement by the Consultant, its agents, representatives, employees or subcontractors.
Consultant shall also require all of its subcontractors to procure and maintain the same insurance
for the duration of the Agreement. Such insurance shall meet at least the following minimum
levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (1) General Liability: Insurance Services Office
Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto);
and (3) Workers 'Compensation and Employer's Liability: Workers' Compensation insurance as
required by the State of California and Employer's Liability Insurance.
(B) Minimum Limits of Insurance. Consultant shall maintain
limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal
injury and property damage. If Commercial General Liability Insurance or other form with
general aggregate limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required occurrence limit;
(2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3)
Workers 'Compensation and Employer's Liability: Workers' Compensation limits as required by
the Labor Code of the State of California. Employer's Liability limits of $1,000,000 per accident
for bodily injury or disease.
3.2.10.4 Insurance Endorsements. The insurance policies shall
contain the following provisions, or Consultant shall provide endorsements on forms supplied or
approved by the City to add the following provisions to the insurance policies:
(A) General Liability. The general liability policy shall be
endorsed to state that: (1) the City, its directors, officials, officers, employees, and volunteers
shall be covered as additional insured with respect to the Work or operations performed by or on
behalf of the Consultant, including materials, parts or equipment furnished in connection with
such work; and (2) the insurance coverage shall be primary insurance as respects the City, its
directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an
unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any
insurance or self-insurance maintained by the City, its directors, officials, officers, employees,
agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon
to contribute with it in any way.
RVPUB\NGS\544364
(B) Automobile Liabili The automobile liability policy shall
be endorsed to state that: (1) the City, its directors, officials, officers, employees, and volunteers
shall be covered as additional insured with respect to the ownership, operation, maintenance, use,
loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for
which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as
respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess,
shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying
coverage. Any insurance or self-insurance maintained by the City, its directors, officials,
officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall
not be called upon to contribute with it in any way.
(C) Workers' Compensation and Employers Liability Coverage.
The insurer shall agree to waive all rights of subrogation against the City, its directors, officials,
officers, employees, agents and volunteers for losses paid under the terms of the insurance policy
which arise from work performed by the Consultant.
(D) All Coverages. Each insurance policy required by this
Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced
or canceled except after thirty (30) days prior written notice by certified mail, return receipt
requested, has been given to the City; and (B) any failure to comply with reporting or other
provisions of the policies, including breaches of warranties, shall not affect coverage provided to
the City, its directors, officials, officers, employees, agents and volunteers.
3.2.10.5 Separation of Insureds• No Special Limitations. All
insurance required by this Section shall contain standard separation of insureds provisions. In
addition, such insurance shall not contain any special limitations on the scope of protection
afforded to the City, its directors, officials, officers, employees, agents and volunteers.
3.2.10.7 Acceptability of Insurers. Insurance is to be placed with
insurers with a current A.M. Best's rating no less than ANIII, licensed to do business in
California, and satisfactory to the City.
3.2.10.8 Verification of Coverage. Consultant shall furnish City
with original certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to the City. The certificates and endorsements for each
insurance policy shall be signed by a person authorized by that insurer to bind coverage on its
behalf, and shall be on forms provided by the City if requested. All certificates and
endorsements must be received and approved by the City before work commences. The City
reserves the right to require complete, certified copies of all required insurance policies, at any
time.
3.2.11 Safety. Consultant shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its Services, the Consultant shall at
all times be in compliance with all applicable local, state and federal laws, rules and regulations,
and shall exercise all necessary precautions for the safety of employees appropriate to the nature
of the work and the conditions under which the work is to be performed.
3.3 Fees and Payments.
RVPUB\NGS\544364 5
3.3.1 Compensation. Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation
shall not exceed Fifty Thousand Dollars ($50,000.00) without written approval of City's General
Plan Project Manager. Extra work may be authorized, as described below, and if authorized, will
be compensated at the rates and manner set forth in this Agreement.
3.3.2 Pent of Compensation. Consultant shall submit to City a monthly
itemized statement which indicates work completed by Consultant. The statement shall describe
the amount of Services and supplies provided since the initial commencement date, or since the
start of the subsequent billing periods, as appropriate, through the date of the statement. City
shall, within 45 days of receiving such statement, review the statement and pay all approved
charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any
expenses unless authorized in writing by City. Not withstanding the foregoing, if consultant is
selected to continue with Task 2, the Consultant shall be reimbursed for authorized expenses as
outlined in the Fee schedule up to $21,427 including, but limited to expenses occurred in Task 1,
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any work
which is determined by City to be necessary for the proper completion of the Project, but which
the parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization
from City's Representative.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Consultant shall maintain complete and
accurate records with respect to all costs and expenses 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 and any
other documents created pursuant to this Agreement. 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.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to
Consultant, terminate the whole or any part of this Agreement at any time and without cause by
giving written notice to Consultant of such termination, and specifying the effective date thereof,
at least seven (7) days before the effective date of such termination. Upon termination,
Consultant shall be compensated only for those services which are reasonably determined to
have been adequately rendered to City, and Consultant shall be entitled to no further
compensation. Consultant may not terminate this Agreement except for cause.
RVPUB\NGS\544364 6
3.5.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Consultant to provide all finished or unfinished Documents
and Data and other information of any kind prepared by Consultant in connection with the
performance of Services under this Agreement. Consultant shall be required to provide such
document and other information within fifteen (15) days of the request only after final payment
has been received.
3.5.1.3 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as it
may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such other
address as the respective parties may provide in writing for this purpose:
Consultant:
City:
Torti- Gallas and Partners, PC
1300 Spring Street, 4' Floor
Silver Springs, MD 20910
Attn: PAUL MORTENSEN, RA
City of Azusa
213 East Foothill Blvd.
Azusa, CA 91702-1295
Attn: LISA A. BROWNFIELD, AICP
Such notice shall be deemed made when personally delivered or when mailed, forty-eight
(48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at
its applicable address. Actual notice shall be deemed adequate notice on the date actual notice
occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentialit .
3.5.3.1 Documents & Data; Licensing of Intellectual Property. This
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or
sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in
any tangible medium of expression, including but not limited to, physical drawings or data
magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be
prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require
all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license
for any Documents & Data the subcontractor prepares under this Agreement. Consultant
represents and warrants that Consultant has the legal right to license any and all Documents &
Data. Consultant makes no such representation and warranty in regard to Documents & Data
RVPUB\NGS\544364
which were prepared by design professionals other than Consultant or provided to Consultant by
the City. City shall not be limited in any way in its use of the Documents and Data at any time,
provided that any such use not within the purposes intended by this Agreement shall be at City's
sole risk.
3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans,
procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents and Data either created by or provided to Consultant in
connection with the performance of this Agreement shall be held confidential by Consultant.
Such materials shall not, without the prior written consent of City, be used by Consultant for any
purposes other than the performance of the Services. Nor shall such materials be disclosed to
any person or entity not connected with the performance of the Services or the Project. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or
the Project in any magazine, trade paper, newspaper, television or radio production or other
similar medium without the prior written consent of City.
3.5.4 Cooperation, Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement as long as they accurately
reflect the services and do not increase the liabilities of the Consultant.
3.5.5 Attorney's Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from the
losing party reasonable attorney's fees and all other costs of such action.
3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, its
officials, officers, and employees free and harmless from any and all claims, demands, causes of
action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons,
including wrongful death, in any manner arising out of or incident to any alleged acts, omissions
or willful misconduct of Consultant, its officials, officers, employees, agents, consultants and
contractors arising out of or in connection with the performance of the Services, the Project or
this Agreement, including without limitation the payment of all consequential damages and
attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own
cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of
every kind that may be brought or instituted against City, its directors, officials, officers,
employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree
that may be rendered against City or its directors, officials, officers, employees, agents or
volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City
and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal
expenses and costs incurred by each of them in connection therewith or in enforcing the
indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to
insurance proceeds, if any, received by the City, its directors, officials officers, employees,
agents or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
RVPUB\NGS\544364 p
understandings or agreements. This Agreement may only be modified by a writing signed by
both parties.
3.5.8 Governing Law. This Agreement shall be governed by the laws of the
State of California. Venue shall be in Los Angeles County.
3.5.9 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.5.10 City's Right to Employ Other Consultauts. City reserves right to employ
other consultants in connection with this Project.
3.5.11 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any assignees,
hypothecates or transferees shall acquire no right or interest by reason of such attempted
assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any
term referencing time, days or period for performance shall be deemed calendar days and not
work days. All references to Consultant include all personnel, employees, agents, and
subcontractors of Consultant, except as otherwise specified in this Agreement. All references to
City include its elected officials, officers, employees, and volunteers except as otherwise
specified in this Agreement. The captions of the various articles and paragraphs are for
convenience and ease of reference only, and do not define, limit, augment, or describe the scope,
content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or amendment
of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
RVPUB\NGS\544364 n
for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or
violation of this warranty, City shall have the right to rescind this Agreement without liability.
For the term of this Agreement, no member, officer or employee of City, during the term of his
or her service with City, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee or
applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex
or age. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff
or termination.
3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it
is aware of the provisions of Section 3700 of the California Labor Code which require every
employer to be insured against liability for Worker's Compensation or to undertake self-
insurance in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
3.5.21 Authority to Enter _Agree ment. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party
warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required. Consultant shall not subcontract any portion of
the work required by this Agreement, except as expressly stated herein, without prior written
approval of City. Subcontracts, if any, shall contain a provision making them subject to all
provisions stipulated in this Agreement.
RVPUB\NGS\544364 10
CITY OF AZUSA
Torti-Gallas and Partners, PC
J
� n
By; t By.
Ri6k Cole Paul Mortensen
City Manager
Att
Vera Mendoza
City Clerk
Approved as to Form:
. A"k-cmt'x
Best Best & Krieger LLP
City Attorney
RVPUB\NGS\544364 11
Secretary
EXHIBIT "A"
SCOPE OF SERVICES
INTRODUCTION
The City of Azusa is embarking on one of the most exciting planning opportunities in Southern
California history: the creation of a plan for one of the largest remaining potential development sites
in the Los Angeles County, known as the Monrovia Nursery property.
A master planning effort by the landowner with a major developer led to a decisive rejection in a
referendum election in 1999, spearheaded by two members of the City Council who voted against
the plan approved by their colleagues.
It is the intent of this effort for the City of Azusa, with citizen participation, to take the lead in master
planning the site for an exemplary project that takes into consideration community needs, protects
the sensitive historic and environmental resources on the site, and creates a major economic and
social benefit to the overall development of the community.
To this end, Torti-Gallas and Partners will participate in a design charrette, which is one of the many
public participation opportunities being conducted as part of the City's General Plan and
Development Code Update. The 520 acre site, located adjacent to and within the San Gabriel
Mountains, was the subject of a recent development application that included a specific plan,
development guidelines, and significant environmental review. This project's review and the
subsequent referendum necessitates that Azusans, the landowner, and the City work together to
create a vision for the site's ultimate development and to prepare a site plan (land use pattern,
circulation routes, etc.) and development guidelines that support the vision. Through the Citizen's
Congress sessions (a series of community outreach events), Azusans envisioned a mix of uses on
this site, including a light rail transit center, business or institutional office campus, residential, parks,
open space and related uses. While Azusans are beginning to know and embrace certain "new
urbanist," "smart growth" or "livable communities" philosophies and concepts, there is no consensus
on the specific character of development at this site.
It is the City's intent that the result of this workshop process will be a land use/circulation site plan,
illustratives, graphics, and design criteria, guidelines, and standards to be included in the General
Plan Update. It is also the City's intent that the General Plan policy and its environmental review
document (prepared separately and independently from this charette process) will be sufficient to
enable a future development application for the Monrovia Nursery property to be processed without
a General Plan amendment, if the development application complies with the General Plan.
CHARETTE STRUCTURE
The proposed charette structure includes:
Preparation for Event 1
Prior to the first public event, Torti-Gallas and Partners will review materials given to them by
the city, participate in a site tour on September 19, 2001.
Event 1- Azusans Meet Consultant Teams
Thursday, September 20, 2001
Torti-Gallas and Partners will participate in the first public event, an informal evening meeting
that will introduce the consultant teams to the community. Torti-Gallas and Partners will have
a few minutes to introduce the firm and its representatives, describe its design philosophy, and
describe salient thoughts about the site. The public will be asked to identify what is important
about the site, what concerns they may have, and what opportunities the site may provide to
the community.
Concept Development and Event 2- Plans Revealed, Preferred Concept(s) Selected -
Saturday, October 27, 2001
Based on the community input and instructions given by the City, Torti-Gallas and Partners will
return to its office to consider the site, the instructions, and the public's thoughts and to prepare
site plans and accompanying illustrations and graphics. An economist, engineer, and other
technical consultants may review the plans for feasibility. Torti-Gallas and Partners will present
its land use/circulation site plan concept. The presentations should include an overall site plan,
a series of sketches, illustrations, photo simulations, and other graphics to convey the
character of the various neighborhoods, centers, corridors, streets, and individual land uses.
The presentation should also describe access and relationship between the surrounding areas
and the site, and briefly quantify a gross number of residential units, commercial square feet,
acres of park or open space and other details.
The public will be led through a selection process where it will rank or vote for the preferred
design concept. The participants may be asked to select an entire concept as proposed, or
to select elements from each of the concepts that may be married to create a preferred
concept.
After this event, Torti-Gallas and Partners may be asked to revise the design to include
comments or concerns raised by the participants. If Torti-Gallas and Partners is selected for
subsequent plan preparation, a second contract or a contract amendment will be prepared.
EXHIBIT `B"
SCHEDULE OF SERVICES
The anticipated schedule for the Monrovia Nursery Charette process is:
Preparation for Event 1
Event 1 - Azusans Meet Consultant Team
Conceptual Plan Development and Event 2 - Plans Revealed,
Preferred Concept(s) Selected
September 2001
September 2001
September 2001
October 2001
EXHIBIT "C"
COMPENSATION
Total compensation for professional labor, direct expenses, materials, and other miscellaneous
costs shall not exceed 50,000.00 as follows:
Torti-
Total compensation for professional labor, direct expenses, materials, and other miscellaneous
costs shall not exceed 50,000.00 for Preparation for Event 1, Event 1, Concept Development, and
Event 2.