HomeMy WebLinkAboutResolution - 2016-R0377 - Professional Service Contract - Freese And Nichols Inc- Improvements Water Plant - 10/27/2016Resolution No. 2016-RO377
Item No. 6.14
October 27, 2016
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, a Professional Service Contract for
Improvements Number 2 to the South Water Treatment Plant Upgrade, by and between
the City of Lubbock and Freese and Nichols, Inc., and related documents. Said Contract
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 _ October 27, 2016
DANIEL M. POP ,, MAYOR
ATTEST:
Re f
ca Garza, City Secret
OVED AS TO CONTENT:
Wogld Frap9lin, P.E., Directdr-MTublic Works
APPROVED AS TO FORM:
RESTS Contract -Freese and Nichols, Inc
9.30.16
C
Resolution No. 2016-RO377
PROFESSIONAL SERVICES CONTRACT 12767
STATE OF TEXAS §
COUNTY OF LUBBOCK §
This Contract, (the "Contract" or "Agreement'), effective as of the 210ay of October
2016 (the "Effective Date"), is by and between the City of Lubbock, (the "CITY"), a Texas home rule
municipal corporation, and Freese and Nichols, Inc. , ("CONSTRUCTION REPRESENTATIVE") a Texas
professional corporation authorized to conduct business in Texas.
WITNESSETH
WHEREAS, the City desires to obtain construction phase professional engineering services
related to the general construction administration of the North Water Plant Improvements No. 2 Project
(the "Activities");
WHEREAS, CONSTRUCTION REPRESENTATIVE has a professional staff experienced and is
qualified to provide professional engineering services related to the Activities, and will provide the
Services, as defined below, for the price provided herein, said price stipulated by CITY and
CONSTRUCTION REPRESENTATIVE to be a fair and reasonable price; and
WHEREAS, the CITY desires to contract with CONSTRUCTION REPRESENTATIVE to provide
professional engineering services related to the Activities and CONSTRUCTION REPRESENTATIVE
desires to provide the Services related to same.
NOW THEREFORE, for and in consideration of the terms, covenants and conditions set forth in
this Contract, the CITY and CONSTRUCTION REPRESENTATIVE hereby agree as follows:
ARTICLE I. TERM
The term of this Contract commences on the Effective Date and continues without interruption for
a term of 750 days. If the CONSTRUCTION REPRESENTATIVE determines that additional time is
required to complete the Services, the CITY Engineer, may in his discretion, but is not obligated to,
execute an agreement to grant up to an additional six (6) months of time to complete the Services so long
as the amount of the monetary consideration does not increase. An amendment to this Agreement
resulting in an increase in the amount of the monetary consideration must be approved by the CITY
acting through its governing body.
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ARTICLE II. SERVICES AND COMPENSATION
A. CONSTRUCTION REPRESENTATIVE shall conduct all activities and within such timeframes
as set forth on Exhibit "A," attached hereto (the "Services").
B. CONSTRUCTION REPRESENTATIVE shall receive as consideration to be paid for the
performance of the Services set forth in the Basic Services, and if directed by CITY, the Additional
Services and/or Special Services, based on hourly rates, not to exceed $313,416, per Exhibit "A," Exhibit
"B," and Exhibit "C."
ARTICLE III. TERMINATION
A. General. CITY may terminate this Contract, for any reason or convenience, upon thirty (30)
days written notice to CONSTRUCTION REPRESENTATIVE. In the event this Agreement is so
terminated, the CITY shall only pay CONSTRUCTION REPRESENTATIVE for services actually
performed by CONSTRUCTION REPRESENTATIVE up to the date CONSTRUCTION
REPRESENTATIVE is deemed to have received notice of termination as provided herein.
B. Termination and Remedies. In the event CONSTRUCTION REPRESENTATIVE breaches any
term and/or provision of this Contract, the CITY shall be entitled to exercise any right or remedy available
to it by this Contract, at law, equity, or otherwise, including without limitation, termination of this Contract
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 document, this provision shall control.
ARTICLE V. REPRESENTATIONS AND WARRANTIES
A. Existence. CONSTRUCTION REPRESENTATIVE is a corporation duly organized, validly
existing, and in good standing under the laws of the State of Texas and is qualified to carry on its
business in the State of Texas.
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B. Corporate Power. CONSTRUCTION REPRESENTATIVE has the corporate power to enter
into and perform this Contract and all other activities contemplated hereby.
C. Authorization. Execution, delivery, and performance of this Contract and the activities
contemplated hereby have been duly and validly authorized by all the requisite corporate action on the
part of CONSTRUCTION REPRESENTATIVE. This Contract constitutes legal, valid, and binding
obligations of the CONSTRUCTION REPRESENTATIVE and is enforceable in accordance with the terms
thereof.
D. Construction Representative. CONSTRUCTION REPRESENTATIVE maintains a professional
staff and employs, as needed, other qualified specialists experienced in providing the Services, and are
familiar with all laws, rules, and regulations, both state and federal, including, without limitation the
applicable laws, regarding the Activities contemplated hereby.
E. Performance. CONSTRUCTION REPRESENTATIVE will and shall conduct all activities
contemplated by this Contract in accordance with the standard of care, skill and diligence normally
provided by a professional person in performance of similar professional engineering services, and
comply with all applicable laws, rules, and regulations, both state and federal, relating to professional
engineering services, as contemplated hereby.
F. Use of Copyrighted Material. CONSTRUCTION REPRESENTATIVE warrants that any
materials provided by CONSTRUCTION REPRESENTATIVE for use by CITY pursuant to this Contract
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. CONSTRUCTION REPRESENTATIVE shall be solely responsible for
ensuring that any materials provided by CONSTRUCTION REPRESENTATIVE pursuant to this Contract
satisfy this requirement and CONSTRUCTION REPRESENTATIVE agrees to indemnify and hold CITY
harmless from all liability or loss caused to CITY or to which CITY is exposed on account of
CONSTRUCTION REPRESENTATIVE's failure to perform this duty.
ARTICLE VI. SCOPE OF SERVICES
CONSTRUCTION REPRESENTATIVE shall accomplish the following:
Professional Construction Phase Engineering Services related to the general construction administration
of the North Water Treatment Plant Improvements No. 2 project, as defined and provided in Exhibit "A,"
"Scope of Services."
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ARTICLE VII. INDEPENDENT CONTRACTOR STATUS
CONSTRUCTION REPRESENTATIVE and CITY agree that CONSTRUCTION
REPRESENTATIVE shall perform the duties under this Contract as an independent contractor and shall
be considered as independent contractor under this Agreement and/or in its activities hereunder for all
purposes. CONSTRUCTION REPRESENTATIVE 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,
CONSTRUCTION REPRESENTATIVE and CONSTRUCTION REPRESENTATIVE'S employees and/or
subconsultants, 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.
ARTICLE VIII. INSURANCE
CONSTRUCTION REPRESENTATIVE 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 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. CONSTRUCTION REPRESENTATIVE shall obtain and maintain in full force and effect
during the term of this Agreement, and shall cause each approved subcontractor or subconsultant of
CONSTRUCTION REPRESENTATIVE 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. All policies will be written on per
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: $1,000,000
Automobile Liability:
Combined Single Limit for any auto: $1,000,000 Per Occurrence
Employers Liability Limit $1,000,000
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CONSTRUCTION REPRESENTATIVE shall further cause any approved subcontractor or
subconsultant to procure and carry, during the term of this Agreement, insurance coverage, as specified
above for CONSTRUCTION REPRESENTATIVE, including without limitation protecting CITY against
direct losses caused by the professional negligence of the approved subcontractor or subconsultant. 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. CONSTRUCTION REPRESENTATIVE shall provide a Certificate of Insurance to the CITY as
evidence of coverage.
The Certificate shall provide 30 days' notice of cancellation. A copy of the additional insured
endorsement and waiver of subrogation attached to the policy will be included in the Certificate.
CONSTRUCTION REPRESENTATIVE shall elect to obtain worker's compensation coverage pursuant to
Section 406.002 of the Texas Labor Code. Further, CONSTRUCTION REPRESENTATIVE 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 CONSTRUCTION REPRESENTATIVE maintains said coverage.
The CONSTRUCTION REPRESENTATIVE 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,
CONSTRUCTION REPRESENTATIVE fails to maintain the required insurance in full force and effect,
CONSTRUCTION REPRESENTATIVE 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 CONSTRUCTION REPRESENTATIVE's sole cost and expense. The retroactive date
shall be no later than the commencement of the performance of this Contract and the discovery period
(possibly through tail coverage) shall be no less than ten (10) years after the completion of work specified
in this Contract. The provisions of this Article VIII shall survive the termination or expiration of this
Agreement.
ARTICLE IX. EMPLOYMENT OF AGENTS/RETAINING OF CONSULTANTS
CONSTRUCTION REPRESENTATIVE may employ or retain consultants, contractors, or third
parties (any of which are referred to herein as "Subconsultant"), to perform certain duties of
CONSTRUCTION REPRESENTATIVE, as set forth on Exhibit "A," attached hereto, under this Contract,
provided that the CITY approves the retaining of Subconsultants. CONSTRUCTION REPRESENTATIVE
is at all times responsible to CITY to perform the Services as provided in this Agreement and
CONSTRUCTION REPRESENTATIVE is in no event relieved of any obligation under this Contract upon
retainage of any approved Subconsultant. Any agent and/or Subconsultant retained and/or employed by
CONSTRUCTION REPRESENTATIVE shall be required by CONSTRUCTION REPRESENTATIVE to
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carry, for the protection and benefit of the CITY and CONSTRUCTION REPRESENTATIVE and naming
said third parties as additional insureds, insurance as required of CONSTRUCTION REPRESENTATIVE,
as described above in this Contract.
CONSTRUCTION REPRESENTATIVE represents that such services are either under applicable
value thresholds or are otherwise exempt from notice and/or bid requirements under Texas Law.
ARTICLE X. CONFIDENTIALITY
CONSTRUCTION REPRESENTATIVE 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.
ARTICLE XI. INDEMNITY
CONSTRUCTION REPRESENTATIVE 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 ARISING OUT OF, RELATED TO, OR OCCASIONED
BY, THE NEGLIGENT ACTS OF CONSTRUCTION REPRESENTATIVE, ITS AGENTS, EMPLOYEES,
AND/OR SUBCONSULTANTS, RELATED TO THE PERFORMANCE, OPERATIONS OR OMISSIONS
UNDER THIS CONTRACT AND/OR THE USE OF 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
CONSTRUCTION REPRESENTATIVE 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 Contract, and any amendments thereto.
ARTICLE XIII. NOTICE
A. General. Whenever notice from CONSTRUCTION REPRESENTATIVE to CITY or CITY to
CONSTRUCTION REPRESENTATIVE is required or permitted by this Contract 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,
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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. CONSTRUCTION REPRESENTATIVE's Address. CONSTRUCTION REPRESENTATIVE's
address and numbers for the purposes of notice are:
Freese and Nichols, Inc.
Attn: Brian Beach, P.E.
2732 82nd Street, Suite A
Lubbock, TX 79423
Telephone:(806) 686-2700
Facsimile: (806) 686 — 2701
C. CITY's Address. The CITY's address and numbers for the purposes of notice are:
City of Lubbock
Attn: John Turpin, P.E.
P. O. Box 2000
1625 13th Street
Lubbock, Texas 79457
Telephone: (806) 775 — 2342
Facsimile: (806) 775 — 3344
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 Contract, 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
CITY shall furnish CONSTRUCTION REPRESENTATIVE non -confidential studies, reports, and
other available data in the possession of the CITY pertinent to CONSTRUCTION REPRESENTATIVE'S
Services, so long as CITY is entitled to rely on such studies, reports, and other data for the performance
of CONSTRUCTION REPRESENTATIVE's Services under this Contract (the "Provided Data").
CONSTRUCTION REPRESENTATIVE 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 Contract are inserted in this
Contract strictly for the parties' convenience in identifying the provisions to this Contract and shall not be
given any effect in construing this Contract.
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B. Audit. CONSTRUCTION REPRESENTATIVE shall provide access to its corporate books and
records to the CITY. The CITY may audit, at its expense and during normal business hours,
CONSTRUCTION REPRESENTATIVE's books and records with respect to this Contract between
CONSTRUCTION REPRESENTATIVE and CITY.
C. Records. CONSTRUCTION REPRESENTATIVE shall maintain records that are necessary to
substantiate the Services provided by CONSTRUCTION REPRESENTATIVE.
D. Assignability. CONSTRUCTION REPRESENTATIVE may not assign this Contract without the
prior written approval of the CITY.
E. Successor and Assigns. This Contract binds and inures to the benefit of the CITY and
CONSTRUCTION REPRESENTATIVE, and in the case of CITY, its respective successors, legal
representatives, and assigns, and in the case of CONSTRUCTION REPRESENTATIVE, its permitted
successors and assigns.
F. Construction and Venue.
THIS CONTRACT SHALL BE GOVERNED BY AND CONSTRUED IN ACCORDANCE WITH THE LAWS
OF THE STATE OF TEXAS. THIS CONTRACT 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 CONTRACT OR THE ACTIONS THAT ARE CONTEMPLATED
HEREBY.
G. Severability. If any provision of this Contract is ever held to be invalid or ineffective by any
court of competent jurisdiction with respect to any person or circumstances, the remainder of this Contract
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 Contract shall be
binding unless such amendment, modification, or alteration is in writing, dated subsequent to this
Contract, and duly authorized and executed by CONSTRUCTION REPRESENTATIVE and CITY.
I. Entire Agreement. This Contract, including Exhibits "A," "B,", and "C," attached hereto, contains
the entire agreement between the CITY and CONSTRUCTION REPRESENTATIVE, and there are no
other written or oral promises, conditions, warranties, or representations relating to or affecting the
matters contemplated herein.
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J. No Joint Enterprise. Nothing contained herein shall be construed to imply a joint venture, joint
enterprise, partnership or principal — agent relationship between CONSTRUCTION REPRESENTATIVE
and the CITY.
K. Documents Owned by CITY. Any and all documents, drawings and specifications prepared by
CONSTRUCTION REPRESENTATIVE as part of the Services hereunder, shall become the property of
the CITY when CONSTRUCTION REPRESENTATIVE has been compensated as set forth in Article II,
above. The CONSTRUCTION REPRESENTATIVE shall make copies of any and all work products for its
files.
L. Notice of Waiver. A waiver by either CITY or CONSTRUCTION REPRESENTATIVE 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 party'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 CITY and CONSTRUCTION REPRESENTATIVE.
N. Appropriation. All funds for payment by the CITY under this contract 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 goods or services provided under this Contract,
the CITY will terminate the Contract, 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 Contract is spent, whichever event occurs first (the "Non -Appropriation Date"). If at any time funds
are not appropriated for the continuance of this Contract, cancellation shall be accepted by the Seller 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 Contract beyond the Non -Appropriation Date.
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EXECUTED as of the Effective Date hereof.
ATTEST:
L4t'e-�� A—)
Reb ca Garza, City Secreta
APPROVED AS TO CONTENT:
Michael G. Keenum, P.E., CFM City Engineer
n Turpin, P.E-,Chief/Water Utilities Engineer
CITY OF LUBBOCK
Daniel M. Pope, K&yor
FREES ND NI OLS, I .
By: 11-/�
Nam . J hn M. New, P.E.
Titl/,,Principal
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FREESE AND NICHOLS, INC.
EXHIBIT A
This Exhibit A is part of the Agreement between Freese and Nichols, Inc. (FNI) (the "CONSTRUCTION
REPRESENTATIVE") and the City of Lubbock (the "CITY") for a project generally described as:
NORTH WATER TREATMENT PLANT IMPROVEMENTS NO.2
CONSTRUCTION REPRESENTATIVE CONSTRUCTION PHASE SERVICES
The purpose of this Agreement is to furnish services that are unique to the Construction Representative
so that, in cooperation with the City's Engineer -Of -Record, complete construction phase services are
provided. The professional services of the ENGINEER OF RECORD shall supplement the duties of the
CONSTRUCTION REPRESENTATIVE contained in this agreement. The CITY shall procure these
services by a separate CONSTRUCTION PHASE PROFESSIONAL SERVICES CONTRACT (herein
called the "ENGINEER OF RECORD CONSTRUCTION PHASE PROFESSIONAL SERVICES
CONTRACT") that provides primarily a limited number of site visits; attendance at progress and other
meetings via teleconference; review of submittals, RFIs and proposed contract changes; and preparation
of Record Drawings to the CITY. Said ENGINEER OF RECORD and the City shall execute the
CONSTRUCTION PHASE PROFESSIONAL SERVICES CONTRACT independent of this contract. Upon
said execution, the City shall provide a copy of the ENGINEER OF RECORD CONSTRUCTION PHASE
PROFESSIONAL SERVICES CONTRACT to the Construction Representative.
SCOPE OF SERVICES
The Construction Representative agrees to furnish the City with the following services.
1. Construction Representative
1.1. The CONSTRUCTION REPRESENTATIVE for this project shall be Freese and Nichols, Inc.
2. Construction Phase Services Conditions
2.1. The CONSTRUCTION REPRESENTATIVE's responsibility to provide Services for the
Construction Phase under this Agreement commences with the award of the Contract for
Construction and terminates at the end of the construction period for the project including startup
and testing.
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2.2. Construction Phase duties, responsibilities, and limitations of the CONSTRUCTION
REPRESENTATIVE shall not be restricted, modified, or extended without agreement of the CITY
and CONSTRUCTION REPRESENTATIVE in writing.
2.3. The CONSTRUCTION REPRESENTATIVE shall be a representative of and shall advise and
consult the CITY during construction. The CONSTRUCTION REPRESENTATIVE shall have the
authority to act on behalf of the CITY only to the extent provided in this Agreement unless
otherwise modified by written instrument.
2.4. CONSTRUCTION REPRESENTATIVE's Personnel at Construction Site
2.4.1.The presence and duties of CONSTRUCTION REPRESENTATIVE's personnel at a
construction site, whether as onsite representative or otherwise, do not make the
CONSTRUCTION REPRESENTATIVE or its personnel in any way responsible for
those duties that belong to the CITY per the CONSTRUCTION PHASE
PROFESSIONAL SERVICES CONTRACT and/or construction contractors or other
entities, and do not relieve the construction contractors or any other entity from their
obligations, duties, and responsibilities, including, but not limited to, all construction
methods, means, techniques, sequences, and procedures necessary for coordinating
and completing all portions of the construction work in accordance with the contract
documents and any health and/or safety precautions by such construction work.
2.4.2.The CONSTRUCTION REPRESENTATIVE and its personnel have no authority to
exercise any control over any construction contractor or other entity or their
employees in connection with their work or any health and/or safety precautions
related to such work and have no duty for inspecting, noting, observing, correcting, or
reporting on health and/or safety deficiencies of the construction contractors or other
persons at the site except CONSTRUCTION REPRESENTATIVE's own personnel.
2.4.3. The limited presence of the CONSTRUCTION REPRESENTATIVE's personnel at a
construction site is for the purpose of providing the CONSTRUCTION
REPRESENTATIVE and the CITY a greater degree of confidence that the completed
work will conform generally to the contract documents and that the integrity of the
design concept, as reflected in the contract documents, has been implemented and
preserved. The CONSTRUCTION REPRESENTATIVE neither guarantees the
performance of any construction contractor nor assumes responsibility for contractor's
failure to perform the work in accordance with the contract documents.
3. Engineer of Record Cooperation
3.1. The CONSTRUCTION REPRESENTATIVE will interface with CITY's selected ENGINEER OF
RECORD per the CONSTRUCTION PHASE PROFESSIONAL SERVICES CONTRACT.
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3.2. The CONSTRUCTION REPRESENTATIVE will communicate and coordinate with the
ENGINEER per the CONSTRUCTION PHASE PROFESSIONAL SERVICES CONTRACT to
accomplish the Construction Phase Services tasks identified in this scope of services which are
supplemental to those included in the ENGINEER'S CONSTRUCTION PHASE
PROFESSIONAL SERIVCES CONTRACT with the CITY.
3.3. The CONSTRUCTION REPRESENTATIVE shall receive data from the ENGINEER for entry into
the online project management system.
3.4. The CONSTRUCTION REPRESENTATIVE shall supply project documentation to the
ENGINEER for review and approval as the Engineer of Record per the CONSTRUCTION
PHASE PROFESSIONAL SERVICES CONTRACT.
3.5. The CONSTRUCTION REPRESENTATIVE shall receive from the ENGINEER the timely
response and necessary approvals to submittals, Requests for Information (RFI), Change
Orders (CO), Contract Modification Requests (CMR), and all other project actions coordinated by
the CONSTRUCTION REPRESENTATIVE.
3.6. The CONSTRUCTION REPRESENTATIVE shall administer the construction contract and
manage communication, documentation, and correspondence while communicating and
coordinating with the ENGEINEER per the CONSTRUCTION PHASE PROFESSIONAL
SERVICES CONTRACT.
4. Specific Construction Representative Tasks
4.1. Provide construction management and administration tasks separate from and supplemental to
those tasks being performed by the Engineer of Record, in conjunction with the requirements of
construction contract documents.
4.2. Communication - Establish communication procedures with the CITY, ENGINEER, and
Contractor. Submit monthly reports of construction progress to CITY describing construction
progress in general terms and summarize project costs, schedule, contract modifications, and
major outstanding issues.
4.3. Schedule Management - Review baseline and monthly construction progress schedules
prepared by the Contractor. Monitor progress of actual work completed relative to planned
progress and address any identified schedule slippage or other anomalies with Contractor.
4.4. Cost Management - Review proposed schedule of values and payment request format prepared
by Contractor. Establish procedure for review of monthly quantities of work in place and
payment requests. Based on observations of ongoing construction during site visits, review
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payment requests and supporting documentation submitted by Contractor and determine the
amount that is recommended Contractor be paid.
4.5. Document Management — Process Contractor submittals and provide for filing and retrieval of
project documentation. Produce monthly reports indicating the status of submittals in the
review process. Perform initial cursory reviews of submittals when appropriate, and transmit
submittals to ENGINEER and/or CITY for the detailed review and response. Monitor the
progress of the Contractor in sending and processing submittals and of the ENGINEER in
reviewing and responding to submittals, to verify that documentation is being processed
properly and timely.
4.6. Issues Management — Provide initial interpretation of the drawings and specifications and
coordinate with the ENGINEER to develop official interpretation for CITY and Contractor.
Receive and evaluate notices of Contractor claims and make recommendations to the CITY on
the merit and value of the claim on the basis of the information submitted by the Contractor.
Endeavor to negotiate a settlement value with the Contractor on behalf of the CITY if
appropriate. Mediation, arbitration, litigation and/or other related subsequent claims review
assistance is not included in this scope of services.
4.7. Change Management - Establish procedures for administering constructive changes to the
construction contract. Coordinate with the ENGINEER to get its technical review and approval
of any design modifications. Process contract modifications and negotiate with the Contractor
on behalf of the CITY to determine the cost and time impacts of these changes. Prepare change
order documentation for approved changes for execution by the CITY. Prepare field orders
where cost to OWNER or time is not impacted. Investigations, analyses, studies or design for
substitutions of equipment or materials, corrections of defective or deficient work of the
contractor or other deviations from the construction contract documents requested by the
Contractor and approved by the CITY are not included in this scope of services.
4.8. Quality Assurance - Make visits to the site at appropriate stages of construction to observe the
progress and the quality of work and to attempt to determine in general if the work is
proceeding in accordance with the construction contract documents. In this effort, endeavor to
protect the CITY against defects and deficiencies in the work of Contractor, and prepare a Site
Visit Report documenting visit including any observed deficiencies. Notify Contractor of non-
conforming work observed, review quality related documents provided by the Contractor such
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as test reports, equipment installation reports or other documentation required by the
construction contract documents. Coordinate the work of the materials testing laboratory
required for the testing or inspection of materials.
4.9. Site Visits
4.9.1.The CONSTRUCTION REPRESENTATIVE shall visit the site on a regular basis
coordinating with the Contractor and the City's Project Manager. This scope of
services includes 32 hours for 4 weeks of Prebid Services, 12 hours per week for 90
weeks of on-site inspection and progress meetings and reports, and 4 hours per week
for 90 weeks of Construction Administration/Project Management for communication
with the contractor and the ENGINEER, and coordination with the City's Project
Manager.
4.9.2.The CONSTRUCTION REPRESENTATIVE will communicate with the City's Project
Manager and the ENGINEER when it is determined, and approved by the CITY, that
the ENGINEER will visit the site, and will coordinate the visit with appropriate parties.
4.9.3.The CONSTRUCTION REPRESENTATIVE will coordinate with the City's Project
Manager and the ENGINEER to schedule and conduct a visit by the ENGINEER to
the site to perform a substantial completion observation for determining if the project
was constructed in accordance with the plans and specifications. This visit will be
scheduled after the facilities have been placed into service. The CONSTRUCTION
REPRESENTATIVE will compile a list of items of work to be completed by contractor
based on the observations performed by the CITY, the ENGINEER, and the
CONSTRUCTION REPRESENTATIVE.
4.10.Meetings and Phone Conferences
4.10.1.Progress Meetings —The CONSTRUCTION REPRESENTATIVE will schedule and
conduct progress meetings and conference calls.
4.10.2.Additional Phone Conferences — The CONSTRUCTION REPRESENTATIVE will
schedule and conduct additional phone conferences as needed and directed by the
CITY's Project Manager.
4.11.Record Drawings
4.11.1.Record drawings are defined as the set of drawings produced by the ENGINEER OF
RECORD that incorporate modifications from the original design drawings made
during the construction. Record Drawings shall reflect constructed facilities "as -built"
based on the information provided by the Contractor and the CITY's
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CONSTRUCTION REPRESENTATIVE per the CONSTRUCTION PHASE
PROFESSIONAL SERVICES CONTRACT.
The CONSTRUCTION REPRESENTATIVE will review the contractor's as -built
drawings on a regular basis to confirm that they are being updated promptly and
adequately. When construction is complete, the CONSTRUCTION
REPRESENTATIVE will receive and review the as -built drawings from the contractor,
and will then furnish these drawings, field notes, and other documents as needed to
the ENGINEER for preparation of the Record Drawings that will reflect changes to the
project made during construction.
5. Conservation of Funding
5.1. Budgeted fees calculated in each of the task categories listed above which go unused may be
carried over into other task categories, but not applied to tasks outside the scope of this
agreement.
5.2. All transfer for fees for services that go unused must be communicated to the CITY's Project
Manager.
5.3. All unused fees that are not transferred to other tasks are expected to be reflected on invoices
as unspent budget.
6. Internet Based Construction Management
6.1. The CONSTRUCTION REPRESENTATIVE will provide, for use by the CITY, the ENGINEER
and selected Contractor, an internet-based construction management system. This system will
be eBuilder, ProjectMates or approved equal.
6.2. The CONSTRUCTION REPRESENTATIVE will establish and maintain the project construction
management system consistent with the requirements of the construction contract documents.
The CONSTRUCTION REPRESENTATIVE will monitor the processing of contractor's submittals
and provide for distribution, filing and retrieval of project documents, and provide monthly reports
indicating the status of all submittals in the review process.
6.3. The CONSTRUCTION REPRESENTATIVE will monitor the process of the Contractor in sending
and processing submittals to see that documentations is being processed in accordance with
schedules.
6.4. The CONSTRUCTION REPRESENTATIVE will provide password protected access to the
system for CITY, ENGINEER, Contractor, and other parties as needed.
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7. Additional Services
7.1. Additional services may be performed by the CONSTRUCTION REPRESENTATIVE, if
authorized by the CITY, and include any services not specifically included in the proposed scope
of services in this contract.
7.2. Construction Representative has included time for review of final design documents and hours
for bid phase services.
7.3. Additional services, which may be required by the CITY, shall be based on the actual hours and
costs in accordance with Exhibit C. No work will be undertaken with this item without specific
written authorization from the CITY.
8. Other Provisions
8.1. The CONSTRUCTION REPRESENTATIVE's compensation is based on immediate
authorization to proceed and timely completion of the project. If the project timing deviates from
the assumed schedule for causes beyond the CONSTRUCTION REPRESENTATIVE's control,
the CONSTRUCTION REPRESENTATIVE reserves the right to request renegotiation of the
rates for those portions affected by the time change according to the hourly rates listed in Exhibit
C.
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FREESE AND NICHOLS, INC.
EXHIBIT B
This Exhibit B is part of the Agreement between Freese and Nichols, Inc. (the "CONSTRUCTION
REPRESENTATIVE") and the City of Lubbock (the "CITY") for a Project here in so called generally
described as:
NORTH WATER TREATMENT PLANT IMPROVEMENTS NO.2
1. Budget Amount by Scope Item for Basic Construction Representation Services:
North Plant Items:
Item
Task Name
Hours
Fee
1
Construction Contract Administration
16
$3,416
2
Site Visits
1040
$115,080
3
Project Management
664
$90,364
4
Construction Materials Testing
$18,000
5
Reimbursable Expenses
$6,156
6
Contingency
80
$8,880
TOTAL
1800
$241,896
South Plant Items:
Item
Task Name
Hours
Fee
1
Construction Contract Administration
8
$1,708
2
Site Visits
300
$31,080
3
Project Management
64
$28,240
4
Construction Materials Testing
$4,000
5
Reimbursable Expenses
$2,052
6
Contingency
20
$4,440
TOTAL
392
$71,520
2. Terms of Payment
Payments to the CONSTRUCTION REPRESENTATIVE will be made as follows:
A. The CONSTRUCTION REPRESENTATIVE shall provide the CITY sufficient documentation
to reasonably substantiate the invoices.
B. The CONSTRUCTION REPRESENTATIVE will issue monthly invoices for all work performed
under this Agreement. Invoices are due and payment within 30 days of approved receipt.
C. In the event of a disputed or contested billing, only that portion so contested will be withheld
from payment, and the undisputed portion will be paid. The CITY will exercise
reasonableness in contesting any bill or portion thereof. No interest will accrue on any
contested portion of the billing until mutually resolved.
D. If the CITY fails to make payment in full to the CONSTRUCTION REPRESENTATIVE for
billings contested in good faith within 60 days of the amount due, the CONSTRUCTION
REPRESENTATIVE may, after giving seven (7) days' written notice to CITY, suspend
services under this Agreement until paid in full, including interest. In the event of suspension
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of services, the CONSTRUCTION REPRESENTATIVE shall have no liability to the CITY for
delays or damages caused the CITY because of such suspension of services.
3. Direct Expenses (Reimbursable)
A. The CONSTRUCTION REPRESENTATIVE's Reimbursable Expenses, when part of the
basis of compensation, are those costs incurred on or directly for the CITY's project,
including, but not limited to: necessary transportation costs, including CONSTRUCTION
REPRESENTATIVE's current rates for CONSTRUCTION REPRESENTATIVE's vehicles;
meals and lodging; laboratory test and analyses; computer services; word processing
services, telephone, printing, binding, and reproduction charges; all reimbursable costs
associated with outside consultants, subconsultants, subcontractors, and other outside
services and facilities; and other similar costs. Reimbursement for Reimbursable Expenses
will be on the basis of actual charges when furnished by commercial sources and on the
basis of current rates when furnished by the CONSTRUCTION REPRESENTATIVE.
CONSTRUCTION REPRESENTATIVE and subcontractor direct (reimbursable) expenses will
be billed at cost plus a 10 percent (10%) surcharge.
B. The CONSTRUCTION REPRESENTATIVE will be paid on an hourly basis rate, as shown in
Exhibit C, and any subcontractor personnel services will be billed at cost as shown in Exhibit
C. CONSTRUCTION REPRESENTATIVE and subcontractor direct (reimbursable) expenses
will be billed at cost plus a 10 percent (10%) surcharge.
C. The CONSTRUCTION REPRESENTATIVE shall keep records on the basis of generally
accepted accounting practices of costs and expenses and such records shall be available for
inspection by the CITY during normal business hours.
4. Not to Exceed Compensation
The CONSTRUCTION REPRESENTATIVE will perform the Services described in Exhibit A at a
"Not to Exceed" total compensation amount of $313,416, unless this Agreement is amended
otherwise by the City Council. The final compensation for the major tasks can be over or under
the estimated budget amount per task, as shown in this Exhibit B, as long as the total "Not to
Exceed" amount is not surpassed.
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FREESE AND NICHOLS, INC.
EXHIBIT C
This Exhibit B is part of the Agreement between Freese and Nichols, Inc. (the "CONSTRUCTION
REPRESENTATIVE") and the City of Lubbock (the "CITY") for a project generally described as:
NORTH WATER TREATMENT PLANT IMPROVEMENTS NO.2
Hourly Fee Schedule (2015):
Not to Exceed: Compensation to FNI for Basic Services in Exhibit A shall be computed on the basis of the Schedule of Charges, but shall not exceed
Three Hundred Thirteen Thousand Four Hundred Sixteen Dollars ($313,416.00). If FNI sees the Scope of Services changing so that Additional Services
are needed, including but not limited to those services described as Additional Services
in Exhibit A, FNI will notify CITY for CITY's approval before
proceeding. Additional Services shall be computed based on the Schedule
of Charges.
Schedule of Charges:
Position
Rate
Position
Rate
PRINCIPAL
389
3D VISUALIZATION COORDINATOR
190
GROUP MANAGER
272
ENVIRONMENTAL SCIENTIST V II
243
ENGINEERVIII
295
ENVIRONMENTAL SCIENTIST VI
212
ENGINERVII
289
ENV IRONMEINTAL SCIFMISTV
179
ENGNNEER VI
251
ENV IRONME NTAL SCIENTIST N
156
ENGINEER V
196
ENV IRONMFNTAL SCIENTIST III
134
ENGINEER N
179
ENVIRONMENTAL SCIENTIST II
94
ENGINEER III
159
ENV IRONMENTAL SCIENTIST I
93
ENGINEER II
150
ARCHITECTVI
214
ENGINEER I
124
ARCHITECT V
194
ELECTRICAL ENGINEER VI
238
ARCHITECTN
156
ELECTRICAL ENGINEER V
192
ARCHITECT III
150
ELECTRICAL ENGINEER N
158
ARCHITECT If
121
ELECTRICAL ENGINEER 10
145
ARCHITECT 1
104
ELECTRICAL ENGINEER II
140
PLANNER VI
226
ELECTRICAL ENGMFER 1
133
PLANNER V
174
MECHANICAL ENGINEER VI
228
PLANNER N
137
MECHANICAL ENGINEER V
202
PLANNER III
125
MECRANICAL ENGINEER N
177
PLANNER I
103
MECHANICAL ENGINEER III
156
HY DROLOGISTV
196
PROGRAM MANAGER II
233
HYDROLOGIST N
154
CONSTRUCTION CONTRA CT ADMIN III (Manager)
195
HYDROLOGIST III
142
CONSTRUCTION CONTRACT ADMIN III (Spec. Insp)
160
HYDROLOGIST II
130
CONSTRUCTION CONTRA CT ADMIN III (CM)
145
SENIOR GEOLOGIST
152
CONSTRUCTION CONTRACT ADMIN III (RPR)
111
GEOTECHNICAL ENGINEER VI
251
CONSTRUCTION CONTRACT ADMIN 11 (RPR)
126
PUBLIC INVOLVEMENT COORDINATOR
143
CONSTRUCTION CONTRACT ADMIN I (DCS IQ
118
WEB SERV ICES ADMINISTRATOR
167
CONSTRUCTION CONTRACT ADMIN I (DCS)
106
WORD PROCESSIN&SECRETARAL
86
DOCUMENT CONTROL CLERK
110
OPERATIONS ANALYST
155
SR DESIGNER
197
CONTRACT ADMINISTRATOR
98
DESIGNER H
168
INFORMATION SERV ICES ADMINISTRATOR
85
DESIGNER 1
141
INFORMATION SERVICES CLERK 111
67
CADD DESIGNEI
168
NFORMATION SERV ICES CLERK II
63
TECFNICAN N
145
INFORMATION SERV ICES CLERIC 1
62
TECHNICIAN 111
115
CO-OP
75
TECHNICIAN II
96
STORMNdATER ENGINEER VII
215
TECHNICIAN 1
74
STORMWATER ENGINEER V I
198
GIS COORDINATOR
148
STORMWATER ENGINEER V
175
GIS ANALYST N
138
STORMWATER ENGINEER N
150
GIS ANALYST III
114
STORMWATER ENGINEER III
131
GIS ANALYST II
97
STORMWATER ENGINEER 11
113
GIS ANALYST I
75
STORMWATER ENGINEER 1
106
Rates for In -House Services
Technology Charge Bulk Printing and Reproduction
$8.50 per hour Black and White
$0.10 per copy
Color
$0.25 per copy
Travel Plot - Bond
$2.50 per plot
Standard IRS Rates Plot - Color
$5.75 per plot
Plot - Other
$5.00 per plot
Binding
$0.25 per binding
OTHER DIRECT EXPENSES:
Other direct expenses are reimbursed at actual cost times a multiplier of 1.10. They include outside printing and reproduction expense, communication
expense, travel, transportation and subsistence away from the FNI office
and other miscellaneous expenses directly related to the work, including costs
of laboratory analysis, test, and other work required to be done by independent persons other than staff members. For Resident Representative services
performed by non-FNI employees and CAD services performed In-house
by non-FNI employees where FNI provides workspace and equipment to perform
such services, these services will be billed at cost times a multiplier
of 2.0. This markup approximates the cost to FNI if an FNI employee was
performing the same or similar services.
These ranges and rates will be adjusted annually in February.
LUS 15
Freese and Nichols, Inc. Page 20 of 20
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CERTIFICATE OF INTERESTED PARTIES
FORM 1295
loft
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.
2016-123904
Freese and Nichols, Inc.
Fort Worth, TX United States
Date Filed:
10/13/2016
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
Contract Number 12767
"Engineering Services related to the General Construction Administration of the North Water Treatment Plant Improvements
Pro ect No. 2"
4
Nature of interest
Name of Interested Party
City, State, Country (place of business)
(check applicable)
Controlling
Intermediary
Hatley, Tricia
Oklahoma City, OK United States
X
New, John
San Antonio, TX United States
X
Payne, Jeff
Dallas, TX United States
X
Milrany, Cindy
Fort Worth, TX United States
X
Nichols, Mike
Fort Worth, TX United States
X
Coltharp, Brian
Fort Worth, TX United States
X
Pence, Robert
Fort Worth, TX United States
X
Gooch, Tom
Fort Worth, TX United States
X
Herchert, Robert
Fort Worth, TX United States
X
5 Check only if there is NO Interested Party. ❑
6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct.
o KELLY JEAN SHRIVER
140" Pwc
* STATE OF TEXAS
//
V, cofmn. ft Jn. OIL 2019
ignature of authorized agent of contracting business entity
AFFIX NOTARY STAMP / SEAL ABOVE
Sworn to and subscribed before me, by the said Will AUanach this the 13th day of October
2016 to certify which, witness my hand and seal of office.
r
Kelly Jean Shriver Notary Public
Sig turep Mer administering oath Printed name of officer administering oath Title of officer administering oath
rurms pruwueu uy : exas ttmcs 1—ommission www.etnics.state.tx.us Version V1.0.277
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
IOU
1
Complete Nos. l - 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.
2016-123904
Freese and Nichols, Inc.
Fort Worth, TX United States
Date Filed:
10/13/2016
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:
10/17/2016
3 Provide the identification number used by the governmental entity or state agency to track or identity the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
Contract Number 12767
"Engineering Services related to the General Construction Administration of the North Water Treatment Plant Improvements
Project No. 2"
4
Nature of interest
Name of Interested Party
City, State, Country (place of business)
(check applicable)
Controlling
Intermediary
Hatley, Tricia
Oklahoma City, OK United States
X
New, John
San Antonio, TX United States
X
Payne, Jeff
Dallas, TX United States
X
Milrany, Cindy
Fort Worth, TX United States
X
Nichols, Mike
Fort Worth, TX United States
X
Coltharp, Brian
Fort Worth, TX United States
X
Pence, Robert
Fort Worth, TX United States
X
Gooch, Tom
Fort Worth, TX United States
X
Herchert, Robert
Fort Worth, TX United States
X
5 Check only if there is NO Interested Party. ❑
6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct.
Signature of authorized agent of contracting business entity
AFFIX NOTARY STAMP / SEAL ABOVE
Sworn to and subscribed before me, by the said this the
day of
20 , to certify which, witness my hand and seal of office.
Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath
Forms provided by i exas Ethics Commission www.ethics.state.tx.us Version V1.0.277