HomeMy WebLinkAboutSIGNET PARTNERS - CONTRACT - RFP - 20450 P947 SLEEPY WILLOW CAPITOL IMPROVEMENTSPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into the day and year set forth below, by
and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation,
hereinafter referred to as the "City" and Signet Partners hereinafter referred to as
"Professional".
W ITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is
agreed by and between the parties hereto as follows:
1. Scope of Services. The Professional agrees to provide services in
accordance with the scope of services attached hereto as Exhibit "A", consisting of two
(2) pages, and incorporated herein by this reference.
2. The Work Schedule. The services to be performed pursuant to this
Agreement shall be performed in accordance with the Work Schedule attached hereto
as Exhibit "B", consisting of one (1) page, and incorporated herein by this reference.
3. Time of Commencement and Completion of Services. The services to be
performed pursuant to this Agreement shall be initiated within five (5) days following
execution of this Agreement. Services shall be completed no later than October 15,
2004. Time is of the essence. Any extensions of the time limit set forth above must be
agreed upon in writing by the parties hereto.
4. Early Termination by City. Notwithstanding the time periods contained
herein, the City may terminate this Agreement at any time without cause by providing
written notice of termination to the Professional. Such notice shall be delivered at least
fifteen (15) days prior to the termination date contained in said notice unless otherwise
agreed in writing by the parties.
All notices provided under this Agreement shall be effective when mailed, postage
prepaid and sent to the following addresses:
Professional: City: With Copy to:
Signet Partners City of Fort Collins City of Fort Collins
Attn: Jerry Anderson Attn: Maurice Head Attn: Purchasing
7400 E. Crestline Cir Ste 150 281 N. College Ave. PO Box 580
Greenwood Village, CO 80111 Fort Collins, CO 80524 Fort Collins, CO 80522
In the event of any such early termination by the City, the Professional shall be paid for
services rendered prior to the date of termination, subject only to the satisfactory
performance of the Professional's obligations under this Agreement. Such payment shall
be the Professional's sole right and remedy for such termination.
5. Design, Project Indemnity and Insurance Responsibility. The
Professional shall be responsible for the professional quality, technical accuracy, timely
completion and the coordination of all services rendered by the Professional, including
but not limited to designs, plans, reports, specifications, and drawings and shall, without
additional compensation, promptly remedy and correct any errors, omissions, or other
deficiencies. The Professional shall indemnify, save and hold harmless the City, its
officers and employees in accordance with Colorado law, from all damages whatsoever
claimed by third parties against the City; and for the City's costs and reasonable
attorneys fees, arising directly or indirectly out of the Professional's negligent
performance of any of the services furnished under this Agreement. The Professional
shall maintain commercial general liability insurance in the amount of $500,000
combined single limits, and errors and omissions insurance in the amount of N/A.
6. Compensation. In consideration of the services to be performed
pursuant to this Agreement, the City agrees to pay Professional on a time and
reimbursable direct cost basis according to the following schedule:
Hourly billing rates:
Senior Professional
$200.00/hr
Manager
$160.00/hr
Professional
$120.00/hr
Jr. Professional
$ 80.00/hr
Administrative Asst.
$ 40.00/hr
Clerical/Support
$ 20.00/hr
Reimbursable direct costs: as billed
with maximum compensation (for both Professional's time and reimbursable direct costs)
not to exceed Twelve Thousand Dollars ($12,000). Monthly partial payments based
upon the Professional's billings and itemized statements of reimbursable direct costs are
permissible. The amounts of all such partial payments shall be based upon the
Professional's City -verified progress in completing the services to be performed pursuant
hereto and upon the City's approval of the Professional's reimbursable direct costs.
Final payment shall be made following acceptance of the work by the City. Upon final
payment, all designs, plans, reports, specifications, drawings and other services
rendered by the Professional shall become the sole property of the City.
7. City Representative. The City will designate, prior to commencement of
work, its project representative who shall make, within the scope of his or her authority,
all necessary and proper decisions with reference to the project. All requests for
contract interpretations, change orders, and other clarification or instruction shall be
directed to the City Representative.
8. Monthly Report. Commencing thirty (30) days after the date of execution
of this Agreement and every thirty (30) days thereafter, Professional is required to
provide the City Representative with a written report of the status of the work with
respect to the Scope of Services, Work Schedule, and other material information.
Failure to provide any required monthly report may, at the option of the City, suspend the
processing of any partial payment request.
9. Independent Contractor. The services to be performed by Professional
are those of an independent contractor and not of an employee of the City of Fort
Collins. The City shall not be responsible for withholding any portion of Professional's
compensation hereunder for the payment of FICA, Workers' Compensation, other taxes
or benefits or for any other purpose.
10. Personal Services. It is understood that the City enters into this
Agreement based on the special abilities of the Professional and that this Agreement
shall be considered as an agreement for personal services. Accordingly, the
Professional shall neither assign any responsibilities nor delegate any duties arising
under this Agreement without the prior written consent of the City.
11. Acceptance Not Waiver. The City's approval of drawings, designs, plans,
specifications, reports, and incidental work or materials furnished hereunder shall not in
any way relieve the Professional of responsibility for the quality or technical accuracy of
the work. The City's approval or acceptance of, or payment for, any of the services shall
not be construed to operate as a waiver of any rights or benefits provided to the City
under this Agreement.
12. Default. Each and every term and condition hereof shall be deemed to be
a material element of this Agreement. In the event either party should fail or refuse to
perform according to the terms of this agreement, such party may be declared in default.
13. Remedies. In the event a party has been declared in default, such
defaulting party shall be allowed a period of ten (10) days within which to cure said
default. In the event the default remains uncorrected, the party declaring default may
elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as
continuing and require specific performance; or (c) avail himself of any other remedy at
law or equity. If the non -defaulting party commences legal or equitable actions against
the defaulting party, the defaulting party shall be liable to the non -defaulting party for the
non -defaulting party's reasonable attorney fees and costs incurred because of the
default.
14. Binding Effect. This writing, together with the exhibits hereto, constitutes
the entire agreement between the parties and shall be binding upon said parties, their
officers, employees, agents and assigns and shall inure to the benefit of the respective
survivors, heirs, personal representatives, successors and assigns of said parties.
15. Law/Severability. The laws of the State of Colorado shall govern the
construction, interpretation, execution and enforcement of this Agreement. In the event
any provision of this Agreement shall be held invalid or unenforceable by any court of
competent jurisdiction, such holding shall not invalidate or render unenforceable any
other provision of this Agreement.
THE CITY OF FORT COLLINS, COLORADO
ames B. O'Neill II, CPPO, FNIGP
Dire of Purchasing & Risk Management
t t, DATE: 7 2 b y
.,
,®ill his
City Clerk
//�� e)az " J
APPRO\A7MTOAFORM:
Sig
VICE PRESIDENT
Date: `% - 15> -11:57±�
ATTEST:
119
GLc«d Q 7t— (Corporate Seal)
Corp rate Secretary
EXHIBIT "A"
Scope
A. Determine the capital improvement needs for Sleepy Willow over the next five
years. Identify cost effective improvements that could immediately increase the curb
appeal, marketability and occupancy levels for Sleepy Willow to place it on par with other
similar projects. Provide an itemized list of these improvements in priority ranking. The
consultant will complete this task first, and provide the City a separate report on the
findings. Also, consultant will establish a replacement reserve schedule over the next
twenty (20) years to insure adequacy of the annual deposit to meet the needs of the
project.
It should be noted that in addition to the physical needs of the project, it is important to
understand how the project is viewed by the community. If the project has a bad
reputation, consultant will take action to change the perception from negative to positive.
B. Develop a spreadsheet inventory of seven or eight competitive projects that
compete with Sleepy Willow and evaluate Sleepy Willow in relation to these projects, in
terms of rent structures, deposit requirements, services and amenities on site, location to
transit, shopping and elementary and secondary schools, occupancy levels and other
factors that might give a project the competitive edge in attracting and retaining tenants.
In addition to the spreadsheet, consultant will provide narrative explanations for areas of
concern or areas where improvements could me made for the subject project to become
more competitive.
C. The consultant will review property management and marketing/operations and
make recommendations, if appropriate, that could improve the occupancy levels of the
project. The consultant will look at the screening process of potential tenants, record
keeping, organization, activities programs, vacancy history, and management's ability to
work effectively with few dollars for project functions. Additionally, the consultant will
interview management, management employees, tenants and responsible agencies to
understand any deficiencies or to determine that management is in fact doing a good job
of managing the project.
D. The consultant will perform rent structure analysis as compared to other
competing projects and make recommendations to the City and Housing Authority that
could improve the financial performance of the project.
E. The consultant will perform a financial analysis entailing the income, debt
service, operating cost, cash flow, and break even point necessary for Sleepy Willow to
be financially successful. The financial analysis will entail the past three years audited
financials, current YTD financials and the replacement reserve analysis. Included in the
analysis the consultant will contact all utilities, insurance agencies and taxing authorities
to recognize any changes anticipated in the near future for the project. In addition,
consultant will trend expenses and acknowledge one time expense items so they do not
impact future expense analysis, and question any items that are "out of line" with
projects of like size and complexity (examples of this may be the employments of 3
maintenance personnel when like projects operate with 2). In addition, consultant will
review the O & M portion of the expenses to determine if "Capital' improvements are
being made from Operations rather than through the Replacement Reserve for the
project. After consultant is satisfied that the financials are representative of the project,
consultant will determine the adequacy of NOI (Net Operating Income) for debt service
purposes. Consultant will also determine appropriate debt service and amount of debt
the project can support.
F. Explore other creative approaches that would give Sleepy Willow the competitive
edge over similar projects, such as converting one apartment unit for on -site day care, or
community room with internet access and computers for tenants, or for on -site in -take
and management or consider the construction of a 1500 square foot additional
community room for tenant activities (the Housing Authority will provide cost estimates
for the addition). The consultant will perform a cost -benefit analysis of each option and
make recommendations for the option that could have the most impact on improving
occupancy levels for Sleepy Willow. Consultant will conduct analysis of the market and
competitive projects and make recommendations concerning the addition of a
community room or the establishment of a Neighborhood Network for the project and
investigate additional alternatives and additions that would serve to improve the projects
appeal and vacancy. Consultant will investigate the possibility of receiving funds from
outside sources for the Neighborhood Network or even the potential for sharing facilities
with other surrounding projects.
G. Explore the need for resident social services on site, such as case management,
life skill activities, projects to improve standards of living for tenants and provide for
services that could be of benefit for job placement or skills training. Additionally,
consultant will investigate various services that are available and potential funding
sources for such services.
H. Research and provide national information on tenant preferences, specifically for
affordable housing projects. Also, hold focus group meetings with Sleepy Willow
residents and other tenants that declined this apartment complex, in order to get a better
understanding of tenant preferences at Sleepy Willow. (Housing Authority will provide
tenant lists). The consultant will evaluate tenant preferences at Sleepy Willow and make
recommendations for a course of action. Consultant will work with the City and Housing
Authority to develop a meaningful survey so meeting could be conducted in a manner
that is not only informative but productive.
I. Consultant will give weekly updates and project status to the City and Housing
Authority both verbally and in writing. The format of this reporting will be determined via
discussions with the City and Housing Authority.
EXHIBIT "B"
Work Schedule
The timeframe expressed in the RFP of 30-45 days is aggressive for the scope of work
required. It is our opinion that 60-75 days would be necessary in order to accomplish a
thorough and accurate scope. Signet Partners will provide a "Draft" report NLT
September 20, 2004. The timeframes below will be estimates for the "Draft" completion
only. Please note that the tenant survey portion of the proposal may take a longer
timeframe for completion
1. Determine Capital needs — 30 Days
2. Develop inventory of competitive projects with analysis — 45 days
3. Review Property management — 30 days
4. Perform rent structure analysis — 45 days
5. Perform financial analysis — 30 days
6. Explore alternative improvements to attract tenants — 60 days
7. Perform tenant surveys — 60 days
The above timeframes are to complete analysis in "Draft" format, 15 to 30 days should
be added for the "Final' presentation to the City and Housing Authority with appropriate
changes via discussions with the City and Housing Authority.
NOTE: Every effort will be made to complete the tenant surveys and focus groups within
a 45 day timeframe.