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HomeMy WebLinkAboutResolution - 2022-R0405 - PSA 16563 with Fehr & Peers for Citibus 9.27.22Resolution No. 2022-R0405 Item No. 5.13 September 27, 2022 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for and on behalf of the City of Lubbock, Professional Services Agreement No. 16563 for on -call planning consultant services for Citibus as per RFQ 22-16563-KM, by and between the City of Lubbock and Fehr & Peers of Dallas, Texas, and related documents. Said Agreement is attached hereto and incorporated in this resolution as if fully set forth herein and shall be included in the minutes of the City Council. Passed by the City Council on September 27, 2022 G �/' .7'� - - TRA AYN , AYOR ATTEST: V'&' X, - Retie ca Garza, City Sec tar APPROVED AS TO CONTENT: Bill Ho on, Deputy City JI APPROVED AS TO City Attorney ccdocs/RES.Professional Services Agreement 16563-Fehr & Peers 9.16.22 Resolution No. 2022-RO405 PROFESSIONAL SERVICES AGREEMENT STATE OF TEXAS § COUNTY OF LUBBOCK § This Professional Service Agreement ("Agreement') Contract No. 16563 is entered into this 27th day of September , 2022, is by and between the City of Lubbock (the "City"), a Texas home rule municipal corporation, and Fehr & Peers, (the" Consultant'), a California corporation authorized to transact business in the State of Texas. WITNESSETH WHEREAS, The City desires to contract with the Consultant to provide professional services for On -Call Planning Consultant Services for Citibus, (the "Activities"); and WHEREAS, the Consultant has a professional staff experienced and is qualified to provide professional Consulting services related to Activities, and will provide the services, as defined below, for the price provided herein, said price stipulated by the City and the Consultant to be a fair and reasonable price; and WHEREAS, the City desires to contract with the Consultant to provide professional services related to the Activities, and Consultant desires to provide the Services related to same. NOW THEREFORE, for and in consideration of the terms, covenants and conditions set forth in this Agreement, the City and the Consultant hereby agree as follows: ARTICLE I. TERM The term of this Agreement commences on the Effective Date and continues without interruption for a term 5 years. If the Consultant determines that additional time is required to complete the Services, the City Consultant, may, but is not obligated to, in his or her discretion, execute an agreement to grant up to an additional six (6) months of time so long as the amount of the consideration does not increase. An amendment to this Agreement resulting in an increase in the amount of the consideration must be approved by the City acting through its governing body. Iof11 ARTICLE II. SERVICES AND COMPENSATION A. The Consultant shall conduct all activities, and within such timeframes, as set forth on Exhibit "A", attached hereto (the "Services"). B. The Consultant shall receive as consideration to be paid for the performance of the Services, in accordance with Exhibit "B". ARTICLE III. TERMINATION A. General. The City may terminate this Agreement, for any reason or convenience, upon thirty (30) days written notice to the Consultant. In the event this Agreement is so terminated, the City shall only pay the Consultant for services actually performed by the Consultant up to the date the Consultant is deemed to have received notice of termination, as provided herein. B. Termination and Remedies. In the event the Consultant breaches any term and/or provision of this Agreement, the City shall be entitled to exercise any right or remedy available to it by this Agreement, at law, equity, or otherwise, including without limitation, termination of this Agreement and assertion of an action for damages and/or injunctive relief. The exercise of any right or remedy shall not preclude the concurrent or subsequent exercise of any right or remedy and all rights and remedies shall be cumulative. ARTICLE IV. NON - ARBITRATION The City reserves the right to exercise any right or remedy available to it by law, contract, equity, or otherwise, including without limitation, the right to seek any and all forms of relief in a court of competent jurisdiction. Further, the City shall not be subject to any arbitration process prior to exercising its unrestricted right to seek judicial remedy. The remedies set forth herein are cumulative and not exclusive, and may be exercised concurrently. To the extent of any conflict between this provision and another provision in, or related to, this Agreement, this provision shall control. ARTICLE V. REPRESENTATIONS AND WARRANTIES A. Existence. The Consultant is a corporation in good standing under the laws of the State of Texas and is qualified to carry on its business in the State of Texas. B. Corporate Power. The Consultant has the corporate power to enter into and perform this Agreement and all other activities contemplated hereby. C. Authorization. Execution, delivery, and performance of this Agreement and the activities contemplated hereby have been duly and validly authorized by all the requisite corporate action on the part 2of11 of the Consultant. This Agreement constitutes legal, valid, and binding obligations of the Consultant and is enforceable in accordance with the terms thereof. D. Consultant. The Consultant maintains a professional staff and employs, as needed, other qualified specialists experienced in providing the Services, and is familiar with all laws, rules, and regulations, both state and federal, including, without limitation the applicable laws, regarding the Activities contemplated hereby. E. Performance. The Consultant will and shall conduct all activities contemplated by this Agreement in accordance with the standard of care, skill and diligence normally provided by a professional person in performance of similar professional services, and comply with all applicable laws, rules, and regulations, both state and federal, relating to professional services, as contemplated hereby. F. Use of Copyrighted Material. The Consultant warrants that any materials provided by the Consultant for use by City pursuant to this Agreement shall not contain any proprietary material owned by any other party that is protected under the Copyright Act or any other law, statute, rule, order, regulation, ordinance or contractual obligation relating to the use or reproduction of materials. The Consultant shall be solely responsible for ensuring that any materials provided by the Consultant pursuant to this Agreement satisfy this requirement and the Consultant agrees to indemnify and hold City harmless from all liability or loss caused to City or to which City is exposed on account of the Consultant's failure to perform this duty. ARTICLE VI. SCOPE OF WORK The Consultant shall accomplish the following: Professional Services related to the Services, as provided in Exhibit "A", attached hereto and made a part hereof. ARTICLE VII. INDEPENDENT CONTRACTOR STATUS The Consultant and the City agree that the Consultant shall perform the duties under this Agreement as an independent contractor and shall be considered as independent contractor under this Agreement and/or in its activities hereunder for all purposes. The Consultant has the sole discretion to determine the manner in which the Services are to be performed. During the performance of the Services under this Agreement, the Consultant and the Consultant's employees and/or sub -consultants, will not be considered, for any purpose, employees or agents of the City within the meaning or the application of any federal, state or local law or regulation, including without limitation, laws, rules or regulations regarding or related to unemployment insurance, old age benefits, workers compensation, labor, personal injury or taxes of any kind. 3of11 ARTICLE VIII. INSURANCE The Consultant shall procure and carry, at its sole cost and expense through the life of this Agreement, except as otherwise provided herein, insurance protection as hereinafter specified, in form and substance satisfactory to the City, carried with an insurance company authorized to transact business in the state of Texas, covering all aspects and risks of loss of all operations in connection with this Agreement, including without limitation, the indemnity obligations set forth herein to the extent of the Consulting policies. The Consultant shall obtain and maintain in full force and effect during the term of this Agreement, and shall cause each approved subcontractor or sub -consultant of the Consultant to obtain and maintain in full force and effect during the term of this Agreement, commercial general liability, professional liability and automobile liability coverage for non -owned and hired vehicles with insurance carriers admitted to do business in the state of Texas. The insurance companies must carry a Best's Rating of A-VII or better. Except for Professional Liability, the policies will be written on an occurrence basis, subject to the following minimum limits of liability: Commercial General Liability: Per Occurrence Single Limit: $1,000,000 General Aggregate Limit: $2,000,000 Professional Liability: Combined Single Limit: $2,000,000 Automobile Liability: Combined Single Limit for any auto: $1,000,000 Per Occurrence Employer's Liability: Per Occurrence Single Limit: $1,000,000 Worker's Compensation Per Occurrence Single Limit: $500,000 The Consultant shall further cause any approved subcontractor or sub -consultant to procure and carry, during the term of this Agreement, the insurance coverage required of Consultant herein, including without limitation, Professional Liability coverage, protecting the City against losses caused by the professional negligence of the approved subcontractor or sub -consultant. The City shall be listed as a primary and noncontributory additional insured with respect to the Automobile Liability and Commercial General Liability and shall be granted a waiver of subrogation under those policies. The Consultant shall provide a Certificate of Insurance to the City as evidence of coverage. 4of11 The Certificate shall provide 30 days' notice of cancellation. A copy of the additional insured endorsement and waiver of subrogation attached to the policy shall be included in the Certificate. The Consultant shall elect to obtain worker's compensation coverage pursuant to Section 406.002 of the Texas Labor Code. Further, the Consultant shall maintain said coverage throughout the term of this Agreement and shall comply with all provisions of Title 5 of the Texas Labor Code to ensure that the Consultant maintains said coverage. The Consultant may maintain Occupational Accident and Disability Insurance in lieu of Worker's Compensation. In either event, the policy must be endorsed to include a waiver of subrogation in favor of the City. If at any time during the life of the Agreement or any extension hereof, the Consultant fails to maintain the required insurance in full force and effect, the Consultant shall be in breach hereof and all work under the Agreement shall be discontinued immediately. Notwithstanding anything contained herein to the contrary, the professional liability policy shall be maintained at the Consultant's sole cost and expense. The retroactive date shall be no later than the commencement of the performance of this Agreement and the discovery period (possibly through tail coverage) shall be no less than 10 years after the completion of the Services provided for in this Agreement. The provisions of this Article VIII shall survive the termination or expiration of this Agreement. ARTICLE IX. EMPLOYMENT OF AGENTS/RETAINING OF CONSULTANTS The Consultant may employ or retain consultants, contractors, or third parties (any of which are referred to herein as "Sub -consultant"), to perform certain duties of Consultant, as set forth on Exhibit "B" attached hereto, under this Agreement, provided that the City approves the retaining of Sub -consultants. The Consultant is at all times responsible to the City to perform the Services as provided in this Agreement and the Consultant is in no event relieved of any obligation under this Agreement upon retainage of any approved Sub -consultant. Any agent and/or Sub -consultant retained and/or employed by the Consultant shall be required by the Consultant to carry, for the protection and benefit of the City and the Consultant and naming said third parties as additional insureds, insurance as described above required to be carried by the Consultant in this Agreement. ARTICLE X. CONFIDENTIALITY The Consultant shall retain all information received from or concerning the City and the City's business in strictest confidence and shall not reveal such information to third parties without prior written consent of the City, unless otherwise required by law. 5of11 ARTICLE XI. INDEMNITY THE CONSULTANT SHALL INDEMNIFY AND SAVE HARMLESS THE CITY OF LUBBOCK AND ITS ELECTED OFFICIALS, OFFICERS, AGENTS, AND EMPLOYEES FROM ALL SUITS, ACTIONS, LOSSES, DAMAGES, CLAIMS, OR LIABILITY OF ANY KIND, CHARACTER, TYPE, OR DESCRIPTION, INCLUDING WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, ALL EXPENSES OF LITIGATION, COURT COSTS, AND ATTORNEY'S FEES, FOR INJURY OR DEATH TO ANY PERSON, OR INJURY TO ANY PROPERTY, RECEIVED OR SUSTAINED BY ANY PERSON OR PERSONS OR PROPERTY, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OF THE CONSULTANT, ITS AGENTS, EMPLOYEES, AND/OR SUBCONSULTANTS, RELATED TO THE PERFORMANCE, OPERATIONS OR OMISSIONS UNDER THIS AGREEMENT AND.IOR THE USE OR OCCUPATION OF CITY OWNED PROPERTY. THE INDEMNITY OBLIGATION PROVIDED HEREIN SHALL SURVIVE THE EXPIRATION OR TERMINATION OF THIS AGREEMENT. ARTICLE XII. COMPLIANCE WITH APPLICABLE LAWS The Consultant shall comply with all applicable federal, state and local laws, statutes, ordinances, rules and regulations relating, in any way, manner or form, to the activities under this Agreement, and any amendments thereto. ARTICLE XIII. NOTICE A. General. Whenever notice from the Consultant to the City or the City to the Consultant is required or permitted by this Agreement and no other method of notice is provided, such notice shall be given by (1) actual delivery of the written notice to the other party by hand (in which case such notice shall be effective upon delivery); (2) facsimile (in which case such notice shall be effective upon delivery); or (3) by depositing the written notice in the United States mail, properly addressed to the other party at the address provided in this article, registered or certified mail, return receipt requested, in which case such notice shall be effective on the third business day after such notice is so deposited. B. Consultant's Address. The Consultant's address and numbers for the purposes of notice are: Josh Peterman, PE, TE Fehr & Peers 700 N. Pearl St Suite 930 Dallas, TX 75201 Telephone: 720-420-1204 Email: J.Petermawcufehrandpeers.com C. City's Address. The City's address and numbers for the purposes of notice are: 6of11 Chris Mandrell City of Lubbock P.O. Box 2000 1314 Avenue K Lubbock, Texas 79457 Telephone: 806-775-3435 Email: CMandrell@mylubbock.us D. Change of Address. Either party may change its address or numbers for purposes of notice by giving written notice to the other party as provided herein, referring specifically to this Agreement, and setting forth such new address or numbers. The address or numbers shall become effective on the 15th day after such notice is effective. ARTICLE XIV. CITY -PROVIDED DATA AND RESPONSIBILITIES Provision of Data. The City shall furnish the Consultant non -confidential studies, reports and other available data in the possession of the City pertinent to the Consultant's Services, so long as the City is entitled to rely on such studies, reports and other data for the performance of the Consultant's Services under this Agreement (the "Provided Data"). The Consultant shall be entitled to use and rely, so long as such reliance is reasonable, upon all such Provided Data. ARTICLE XV. MISCELLANEOUS A. Captions. The captions for the articles and sections in this Agreement are inserted in this Agreement strictly for the parties' convenience in identifying the provisions to this Agreement and shall not be given any effect in construing this Agreement. B. Audit. The Consultant shall provide access to its corporate books and records to the City. The City may audit, at its expense and during normal business hours, the Consultant's books and records with respect to this Agreement between the Consultant and the City. C. Records. The Consultant shall maintain records that are necessary to substantiate the services provided by the Consultant. D. Assignability. The Consultant may not assign this Agreement without the prior written approval of the City. E. Successor and Assigns. This Agreement binds and inures to the benefit of the City and the Consultant, and in the case of the City, its respective successors, legal representatives, and assigns, and in the case of the Consultant, its permitted successors and assigns. F. Construction and Venue. 7of11 THIS AGREEMENT SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS OF THE STATE OF TEXAS. THIS AGREEMENT IS PERFORMABLE IN LUBBOCK COUNTY, TEXAS. THE PARTIES HERETO HEREBY IRREVOCABLY CONSENT TO THE SOLE AND EXCLUSIVE JURISDICTION AND VENUE OF THE COURTS OF COMPETENT JURISDICTION OF THE STATE OF TEXAS, COUNTY OF LUBBOCK, FOR THE PURPOSES OF ALL LEGAL PROCEEDINGS ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE ACTIONS THAT ARE CONTEMPLATED HEREBY. G. Severability. If any provision of this Agreement is ever held to be invalid or ineffective by any court of competent jurisdiction with respect to any person or circumstance, the remainder of this Agreement and the application of such provision to persons and/or circumstances other than those with respect to which it is held invalid or ineffective shall not be affected thereby. H. Amendment. No amendment, modification, or alteration of the terms of this Agreement shall be binding unless such amendment, modification, or alteration is in writing, dated subsequent to this Agreement, and duly authorized and executed by the Consultant and the City. I. Entire Agreement. This Agreement, including Exhibits "A" through "B" attached hereto, contains the entire agreement between the City and the Consultant, and there are no other written or oral promises, conditions, warranties, or representations relating to or affecting the matters contemplated herein. J. No Joint Enterprise. Nothing contained herein shall be construed to imply a joint venture, joint enterprise, partnership or principal — agent relationship between the Consultant and the City. K. Documents Owned by City. Any and all documents, drawings and specifications prepared by Consultant as part of the Services hereunder, shall become the property of the City when the Consultant has been compensated as set forth in Article II, above. The Consultant shall make copies of any and all work products for its files. L. Notice of Waiver. A waiver by either the City or the Consultant of a breach of this Agreement must be in writing and duly authorized to be effective. In the event either party shall execute and deliver such waiver, such waiver shall not affect the waiving parry's rights with respect to any other or subsequent breach. M. Third Party Activities. Nothing in this Agreement shall be construed to provide any rights or benefits whatsoever to any party other than the City and the Consultant. N. Non -Appropriation. All funds for payment by the City under this Agreement are subject to the availability of an annual appropriation for this purpose by the City. In the event of non -appropriation of funds by the City Council of the City of Lubbock for the services provided under the Agreement, the City 8of11 will terminate the Agreement, without termination charge or other liability, on the last day of the then current fiscal year or when the appropriation made for the then -current year for the services covered by this Agreement is spent, whichever event occurs first (the "Non -Appropriation Date"). If at any time funds are not appropriated for the continuance of this Agreement, cancellation shall be accepted by the Consultant on thirty (30) days prior written notice, but failure to give such notice shall be of no effect and the City shall not be obligated under this Agreement beyond the Non -Appropriation Date. O. Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist Organization Prohibited. Pursuant to Section 2252.152 of the Texas Government Code, prohibits the City from entering into a contract with a vendor that is identified by The Comptroller as a company known to have contracts with or provide supplies or service with Iran, Sudan or a foreign terrorist organization P. No Boycott of Israel. Pursuant to Section 2271.002 of the Texas Government Code, a) This section applies only to a contract that: (1) is between a governmental entity and a company with 10 or more full-time employees; and (2) has a value of $100,000 or more that is to be paid wholly or partly from public funds of the governmental entity. (b) A governmental entity may not enter into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. Q. Texas Government Code 2274. By entering into this Agreement, Contractor verifies that: (1) it does not, and will not for the duration of the contract, have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If Contractor is a company with 10 or more full-time employees and if this Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and will not discriminate during the term of the contract against a firearm entity or firearm trade association. R. Contractor represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott energy companies or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If Contractor is a company with 10 or more full-time employees and if this Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does not boycott energy companies; and will not boycott energy companies during the term of the Agreement. This verification is not required for an agreement where a governmental entity determines that these requirements are inconsistent with the governmental entity's constitutional or statutory duties related to the issuance, incurrence, or management of debt obligations or the deposit, custody, management, borrowing, or investment of funds. 9of11 S. Texas Public Information Act. The requirements of Subchapter J, Chapter 552, Government Code, may apply to this contract and the contractor or vendor agrees that the contract can be terminated if the contractor or vendor knowingly or intentionally fails to comply with a requirement of that subchapter. To the extent Subchapter J, Chapter 552, Government Code applies to this agreement, Contractor agrees to: (1) preserve all contracting information related to the contract as provided by the records retention requirements applicable to the governmental body for the duration of the contract; (2) promptly provide to the governmental body any contracting information related to the contract that is in the custody or possession of the entity on request of the governmental body; and (3) on completion of the contract, either: (A) provide at no cost to the governmental body all contracting information related to the contract that is in the custody or possession of the entity; or (B) preserve the contracting information related to the contract as provided by the records retention requirements applicable to the governmental body. T. Professional Responsibility. All architectural or consulting services to be performed shall be done with the professional skill and care ordinarily provided by competent architects or Consultants practicing under the same or similar circumstances and professional license. -----INTENTIONALLY LEFT BLANK----- 10 of 11 EXECUTED as of the Effective Date hereof. CITY OF LUBBOCK ATTEST: -p� A-, Rebec a Garza, City Secre APPROVED AS TO CONTENT: -�< A� Chris Mandrell, General Manager - Citibus APPROVED AS TO FORM: Ryan oo e, A istant City Attorney Firm Fehr & Peers By: irm ignature] Email: ; aGitr r^�t�n @ T �, v r��s • co+� • Transit Service planning for large-scale citywide efforts as well as smaller neighborhood -scale service improvements. This can include visioning, outreach, modeling, service planning, and implementation strategies. • Paratransit/demand-response planning specializing in planning strategies for complementary paratransit service meeting ADA Federal and State mandates and for innovative service delivery methods including scheduling assistance. • Funding sources which include investigating strategies to supplement local funding sources along with modeling the potential revenue. • Safety and security planning to include the development of required safety planning documents. • Procurement consulting assistance to ensure that the City and Citibus is complying with all rules and regulations. • Policy development assistance for transit specific organizational policies. • Grant application development for potential discretionary grant opportunities. • Strategic planning including the development and facilitation of a strategic plan. This is not an all-inclusive list and the consultant may be asked to work on other projects as needed. On -Call Planning Contract The agreement will be a task order contract with an obligation for service being based on the issuance of a specific Task Order(s). Citibus is not obligated for services until a Task Order is issued and executed. Citibus does not guarantee a minimum annual level of compensation to the awarded firm and there is no minimum or maximum number of Task Orders to be issued. The On -Call Planning Contract will be a negotiated instrument and is an umbrella contract that does not designate specific projects or tasks of services. The contract establishes a relationship, specifying terms and conditions, as well as establishing negotiated hourly rates for different professional, technical and administrative classifications of personnel proposed to be available for performance of work. The services may not be on a constant, continuous basis, but rather on an as -needed, on -call basis, during the term of the Contract. The Contractor will provide services pursuant to negotiated task order. Each task order may vary in its size and scope and may entail providing a single support staff perform for limited durations. Each work order will be issued on a fixed price basis. The On -Call contract is NON-EXCLUSIVE. Citibus expressly reserves the right to contract with other consultants and contractors for performance of the services described in this RFQ. Citibus retains and does not vacate any discretionary rights or authority because of any On -Call Contract for specified services. The contractor's project manager will represent the contractor's team and will be the primary contact responsible for all transmittals and communications to Citibus' representative. Likewise, Citibus' representative will represent Citibus as the primary contact responsible for all transmittals and communications to the contractor. The contractor will notify Citibus whenever there is a new sub -contractor added to the existing task order or to the contract, and submit their position loaded hourly rates. Prior approval from Citibus is required before the new sub -contractor can be added to the current contract or task order. Qualifications The activities envisioned will require transit planning experience. Experience in planning and project coordination with other transit providers is a desired element of this procurement. Therefore, the RFQ submittal should provide evidence of a working knowledge and experience in coordinating planning activities, and technical studies. Many Citibus planning activities and products require coordination with and submission to the Federal Transit Administration (FTA), and contractor familiarity with FTA procedures and requirements is necessary. Vendors should submit a current portfolio of similar work and scope that match what is being proposed in the Scope of Services. NO INDIVIDUAL OF ANY CITY DEPARTMENT HAS THE AUTHORITY TO LEGALLY AND/OR FINANCIALLY COM VHT THE CITY TO ANY CONTRACT, AGREEMENT OR PURCHASE ORDER FOR GOODS OR SERVICES, UNLESS SPECIFICALLY SANCTIONED BY THE REQUIREMENTS OF THE REQUEST FOR QUALIFICATIONS. This agreement includes incorporation of Federal Transit Administration (FTA) Terms. The preceding provisions include, in part, certain Standard Terms and Conditions required by the Department of Transportation (DOT), whether or not expressly set forth in the preceding contract provisions. All contractual provisions required by DOT, as set forth in FTA Circular 4220AF, are hereby incorporated by reference. Anything to the contrary herein notwithstanding, all FTA mandated terms shall be deemed to control in the event of a conflict with other provisions contained in this agreement. The Contractor shall not perform any act, fail to perform any act, or refuse to comply with any requests which would cause Citibus to be in violation of the FTA terms and conditions. City of Lubbock Exhibit B RFQ 22-16563-KM On -Call Planning Consultant Services to, Citibus This Is not an all-inclusive list and the consultant may be asked to work on other projects as needed. Billing Rates 5217 $235 5300 S255 5360 $205 S140 5195 5210 S133 Labor Estimates (Hrs) GIS Transit Vice Project Principal -in- Specialist Technical Senior Senior Financial Total Labour Task Description President Manager Charge IV Advisor III Planner III Planner If Planner Advisor Planner Hrs I Short and Mid-term planning to update, modify, and create plans for near and midterm projects. 2 20 6 8 2 16 32 24 110 2 Technology planning and development to incorporate data and information into existing system. 8 2 8 8 24 16 4 -.0 3 Capital project planning to update and create financial plans for capital enhancement improvements including shelters, transit maintenance and operations facilities, vehicles, and other capital 2 8 2 16 16 24 8 48 124 assets. 4 Scheduling and run -cutting for existing and future services. 8 1 16 8 24 2 59 5 Survey work and analysis such as on -board surveys, origin - destination analysis, customer satisfaction, and ridership data. 4 1 24 2 40 16 87 6 Compliance Planning and analysis such as Title VI, Safety Management System, National Transit Database, Disadvantaged Business Enterprise and other Federal or State required reporting 1 8 2 2 24 24 8 69 documents. Service costing and modeling including funding options, financial projections, prioritization of projects for the 1 8 2 development of new or modified services 2 12 16 24 65 8 Service performance methodology to be available for analysis for various short and long-range planning applications 8 1 1 2 20 12 44 9 Transit Service planning for large-scale citywide efforts as well as smaller neighborhood -scale service improvements. This can include visioning, outreach, modeling, service planning, and 4 24 6 16 4 16 48 24 4 146 implementation strategies. 10 Paratransit/demand-response planning specializing in planning strategies for complementary paratransit service meeting ADA Federal and State mandates and for innovative service delivery 2 16 2 12 1 16 32 8 2 91 methods including scheduling assistance. II Funding sources which include investigating strategies to supplement local funding sources along with modeling the 1 8 4 8 12 24 4 8 24 93 potential revenue. 12 Safety and security planning to include the development of required safety planning documents. 4 1 1 4 16 16 2 44 13 Procurement consulting assistance to ensure that the City and Citibus is complying with all rules and regulations. 1 4 1 8 12 8 34 14 Policy development assistance for transit specific organizational policies. 8 1 4 12 8 8 41 15 Grant application development for potential discretionary grant opportunities. 1 8 1 2 8 16 4 2 2 44 16 Strategic planning including the development and facilitation of a strategic plan. 2 20 4 8 8 16 24 16 98 City of Lubbock RFQ 22-16563-KM On -Call Planning Consultant Services to Cttibus I an all-inclusive list and the consultant may be asked to work. Billing Rates Fee Estimates (S) Estimated Task Description Labor Expenses Estimated Total Short and Mid -tern planning to update, modify, and create plans for near and midterm projects. 22134 600 22734 Technology planning and development to incorporate data and information into existing system. 14320 200 14520 Capital project planning to update and create financial plans for capital enhancement improvements including shelters, transit maintenance and operations facilities, vehicles, and other capital assets. 21178 200 21378 Scheduling and run -cutting for existing and future services. 11680 200 11880 Survey work and analysis such as on -board surveys, origin - destination analysis, customer satisfaction, and ridership data. 16800 4000 20800 Compliance Planning and analysis such as Title VI, Safety Management System, National Transit Database, Disadvantaged Business Enterprise and other Federal or State required reporting documents. 13237 200 13457 Service costing and modeling including funding options, financial projections, prioritization of projects for the development of new or modified services 11309 400 11709 Service performance methodology to be available for analysis for various short and long-range planning applications 8090 100 8190 Transit Service planning for large-scale citywide efforts as well as smaller neighborhood -scale service improvements. This can include visioning, outreach, modeling, service planning, and implementation strategies. 29348 1200 30548 ParatransiVdemand-response planning specializing in planning strategies for complementary paratransit service meeting ADA Federal and State mandates and for innovative service delivery methods including scheduling assistance. 17954 800 18754 Funding sources which include investigating strategies to supplement local funding sources along with modeling the potential revenue. 17649 200 17849 Safety and security planning to include the development of required safety planning documents. 8200 100 8300 Procurement consulting assistance to ensure that the City and Cilibus is complying with all rules and regulations. 6337 100 6437 Policy development assistance for transit specific organizational policies. 8760 100 8860 Grant application development for potential discretionary grant opportunities. 8463 100 8563 Strategic planning including the development and facilitation of a strategic plan. 21134 800 21934 Exhibit B CERTIFICATE OF INTERESTED PARTIES FORM 1295 1 of 1 Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 2022-931665 Fehr & Peers Dallas, TX United States Date Filed: 09/08/2022 2 Name of governmental entity or state agency that is a party to the contract for which the form Is being filed. City of Lubbock Date Acknowledged: 09/21/2022 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 16563 To provide transportation design and planning services for On -Call Planning Consultant Services for Citibus 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary 5 Check only if there is NO Interested Party. X 6 UNSWORN DECLARATION My name is and my date of birth is My address is (street) (city) (state) (zip code) (country) I declare under penalty of perjury that the foregoing is true and correct. Executed in County, State of on the day of , 20 (month) (year) Signature of authorized agent of contracting business entity (Declarant) Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.1.191b5cdc CERTIFICATE OF INTERESTED PARTIES FORM 1295 lofl Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 2022-931665 Fehr & Peers Dallas, TX United States Date Filed: 09/08/2022 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Lubbock Date Acknowledged: 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 16563 To provide transportation design and planning services for On -Call Planning Consultant Services for Citibus 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling Intermediary 5 Check only if there is NO Interested Party. ❑ X 6 UNSWORN DECLARATION My name is Joshua Peterman and my date of birth is My address is 6517 Twin Oaks Dr Piano TX 75024 Collin (street) (city) (state) (zip code) (country) I declare under penalty of perjury that the foregoing is true and correct. Executed in Collin County, State of Texas on the 21 st day of September , 20 22 (month) (year) Signa re of trthorized agent of ontracting business entity (Declarant) Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.1.191b5cdc 04/19/2022 Assigned User ID Morrison, Lainey MacDougall, Jill $146,184.00 04/19/2022 Completed No Yes $146,184.00 04/19/2022 Complete Date [none] 4/19/2022 $146,184.00 04/19/2022 Item Review Status ID Under Review Requires Resubmission $146,184.00 04/19/2022 Submittal Status ID Under Review Requires Resubmission $146,184.00 04/19/2022 Geo Rules Caller Type None Submittal —Received $146,184.00 04/19/2022 Plan Note added $146,184.00 04/19/2022 Assigned User ID Morrison, Lainey MacDougall, Jill $146,184.00 04/19/2022 Completed No Yes $146,184.00 04/19/2022 Complete Date [none] 4/19/2022 $146,184.00 04/19/2022 Item Review Status ID Under Review Approved $146,184.00 04/19/2022 Passed No Yes $146,184.00 04/19/2022 Submittal Status ID Under Review Approved $146,184.00 05/19/2022 Geo Rules Caller Type None Submittal_ Received $146,184.00 05/19/2022 Assigned User ID Morrison, Lainey MacDougall, Jill $146,184.00 05/19/2022 Completed No Yes $146,184.00 05/19/2022 Complete Date [none] 5/19/2022 $146,184.00 05/19/2022 Item Review Status ID Under Review Approved $146,184.00 05/19/2022 Passed No Yes $146,184.00 05/19/2022 Submittal Status ID Under Review Approved $146,184.00 09/13/2022 Geo Rules Caller Type None Submittal —Received $146,184.00 09/13/2022 Plan Note added $146,184.00 09/13/2022 Assigned User ID Seymour, Christal MacDougall, Jill $146,184.00 09/13/2022 Completed No Yes $146,184.00 09/13/2022 Complete Date [none] 9/13/2022 $146,184.00 09/13/2022 Item Review Status ID Under Review Approved $146,184.00 09/13/2022 Passed No Yes $146,184.00 Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan submittal text: (4118/2022) Plan (PUR-2022-16563) Plan note text: (corrected requirements reviewed. approved requirements) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan submittal text: (4/19/2022) Plan (PUR-2022-16563) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan submittal text: (5/19/2022) Plan (PUR-2022-16563) Plan note text: (Appears required insurance documents are attached) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) Plan Submittal Item Review (Risk Management Coordinator) September 15, 2022 Page 2 of 4 Shannon Garrett Changed On Description Before 04/18/2022 Plan added 04/18/2022 Plan workflow status changes 04/18/2022 Plan workflow status change 04/18/2022 Attachment added 04/18/2022 Geo Rules Caller Type None 04/18/2022 End Date [none] 04/18/2022 Workflow Step General Reas [none] 04/18/2022 Workflow Status Not Started 04/18/2022 Assigned User ID Alvarez, Marta 04/18/2022 End Date [none] 04/18/2022 Workflow Step General Reas [none] 04/18/2022 Workflow Status Not Started 04/18/2022 End Date [none] 04/18/2022 Workflow Step General Reas [none] 04/18/2022 Workflow Status Not Started 04/18/2022 Plan Submittal added 04/18/2022 Start Date [none] 04/18/2022 Workflow Status Not Started 04/18/2022 Assigned User ID Alvarez, Marta 04/18/2022 Plan Submittal added 04/18/2022 Start Date [none] 04/18/2022 Workflow Status Not Started 04/18/2022 Workflow Step General Reas 04/18/2022 Workflow Step General Reas 04/18/2022 Workflow Step General Reas 04/19/2022 Attachment added 04/19/2022 Geo Rules Caller Type None 04/19/2022 Plan Submittal added September 15, 2022 After Current Balance Cost of Good/Services Additional Info $146,184.00 Plan (PUR-2022-16563) Department Head v.1 Auto Received: $146,184.00 Plan (PUR-2022-16563) Assistant City Manager/CFO v.1 Auto $146,184.00 Plan (PUR-2022-16563) Received $146,184.00 Attachment (insurance Requirements - Transit On -Call Planning Services.pdf) Submittal_ Received $146,184.00 Plan (PUR-2022-16563) 4/18/2022 $146,184.00 Plan workflow step action text: (IT director) N/A $146,184.00 Plan workflow step action text: (IT director) Skipped $146,184.00 Plan workflow step action text: (IT director) Howerton, Bill $146,184.00 Plan Submittal Item Review (Assistant City Manager/CFO) 4/18/2022 $146,184.00 Plan workflow step action text: (Fleet Services) N/A $146,184.00 Plan workflow step action text: (Fleet Services) Skipped $146,184.00 Plan workflow step action text: (Fleet Services) 4/18/2022 $146,184.00 Plan workflow step action text: (Facility Management) N/A $146,184.00 Plan workflow step action text: (Facility Management) Skipped $146,184.00 Plan workflow step action text: (Facility Management) $146,184.00 Plan submittal text: (4/18/2022) 4/18/2022 $146,184.00 Plan workflow step action text: (Budget Director) Started $146,184.00 Plan workflow step action text: (Budget Director) Mandrell, Chris $146,184.00 Plan Submittal Item Review (Purchasing Approval) $146,184.00 Plan submittal text: (4/18/2022) 4/18/2022 $146,184.00 Plan workflow step action text: (Risk Management Coordinator) Started $146,184.00 Plan workflow step action text: (Risk Management Coordinator) SKIP: (By: Shannon Garrett) $146,184.00 N/A SKIP: (By: Shannon Garrett) $146,184.00 N/A SKIP: ( By: Shannon Garrett) $146,184.00 N/A $146,184.00 Attachment (Revised - Insurance Requirements - Transit On -Call Planning Services.pdf)_Received Submittal $146,184.00 Plan (PUR-2022-16563) $146,184.00 Plan submittal text: (4/19/2022) Page 3 of 4 04/19/2022 Workflow Status Not Started Started 04/20/2022 Row 3 added to table Evalua 04/20/2022 Geo Rules Caller Type None 04/20/2022 Attachment added 04/20/2022 Geo Rules Caller Type None September 15, 2022 Submittal Received Submittal —Received $146,184.00 Plan workflow step action text: (Risk Management Coordinator) $146,184.00 Plan (PUR-2022-16563) $146,184.00 Plan (PUR-2022-16563) $146,184.00 Attachment (Revised - Transit Planning Scope of Work 3-22.pdf) $146,184.00 Plan (PUR-2022-16563) Page 4 of 4