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HomeMy WebLinkAboutPROGRESSIVE URBAN MANAGEMENT ASSOCIATES - CONTRACT - RFP - 8049 NEW DOWNTOWN PLANProfessional Services Agreement – Work Order Type 8049 New Downtown Plan Page 1 of 23 PROFESSIONAL SERVICES AGREEMENT WORK ORDER TYPE 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 PROGRESSIVE URBAN MANAGEMENT ASSOCIATES (P.U.M.A.), hereinafter referred to as "Professional". WITNESSETH: 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 any project Work Orders for 8049 New Downtown Plan, issued by the City. A blank sample of a work order is attached hereto as Exhibit "A", consisting of one (1) page and is incorporated herein by this reference. A general scope of services is attached hereto as Exhibit “B”, consisting of eleven (11) pages and is incorporated herein by this reference. The City reserves the right to independently bid any project rather than issuing a Work Order to the Professional for the same pursuant to this Agreement. Irrespective of references in Exhibit B to certain named third parties, Professional shall be solely responsible for performance of all duties hereunder. 2. The Work Schedule. The services to be performed pursuant to this Agreement shall be performed in accordance with the Work Schedule stated on each Work Order. 3. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated as specified on each Work Order. Time is of the essence. Any extensions of any time limit must be agreed upon in writing by the parties hereto. 4. Contract Period. This Agreement shall commence March 15, 2015, and shall continue in full force and effect until September 30, 2016, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed one (1) additional one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties. Written notice of renewal shall be provided to the Professional and mailed no later than thirty (30) days prior to contract end. 5. Early Termination by City/Notice. 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 address: DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 2 of 23 Professional: City: Copy to: Progressive Urban Management Associates Attn: Brad Segal 1616 17th Street, Suite 262 Denver, CO 80202 City of Fort Collins Attn: Cameron Gloss PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 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. 6. Design, Project Insurance 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 attorney’s 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 insurance in accordance with Exhibit “D”, consisting of one (1) page, attached hereto and incorporated herein. 7. Compensation. In consideration of services to be performed pursuant to this Agreement, the City agrees to pay Professional on a time and reimbursable direct cost basis designated in Exhibit "C", consisting of two (2) page(s), attached hereto and incorporated herein by this reference. At the election of the City, each Work Order may contain a maximum fee, which shall be negotiated by the parties hereto for each such Work Order. The parties acknowledge that the sub-contractors are not parties to this Agreement. However, the rates listed for services to be provided by these subcontractors shall be the rate paid by the City to the Professional for these services. If the amount charged by these subcontractors exceed the rates listed in Exhibit "C" the excess amount shall not be paid or owed by the City. Monthly partial payments based upon the Professional's billings and itemized statements 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 to the Work Order and upon approval of the Professional's direct reimbursable expenses. 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. 8. 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 DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 3 of 23 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. 9. Project Drawings. Upon conclusion of the project and before final payment, the Professional shall provide the City with reproducible drawings of the project containing accurate information on the project as constructed. Drawings shall be of archival, prepared on stable mylar base material using a non-fading process to provide for long storage and high quality reproduction. "CD" disc of the as-built drawings shall also be submitted to the owner in and AutoCAD version no older then the established city standard. 10. Monthly Report. Commencing thirty (30) days after Notice to Proceed is given on any Work Order and every thirty days thereafter, Professional is required to provide the City Representative with a written report of the status of the work with respect to the Work Order, 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. 11. 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. 12. Subcontractors. Except for the subcontractors identified in Exhibit B, Scope of Services, Professional shall not subcontract any of the Work set forth in the Exhibit B, without the prior written consent of the City. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Professional. 13. 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. 14. 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 DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 4 of 23 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. 15. 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. 16. 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. 17. 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. 18. 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. 19. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Professional represents and agrees that: a. As of the date of this Agreement: 1. Professional does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Professional will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5- 102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Professional shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 5 of 23 knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Professional is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. d. If Professional obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Professional shall: 1. Notify such subcontractor and the City within three days that Professional has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Professional shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Professional shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Professional violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Professional shall be liable for actual and consequential damages to the City arising out of Professional’s violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Professional violates this provision of this Agreement and the City terminates the Agreement for such breach. 20. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit "E" - Confidentiality, consisting of one (1) pages, attached hereto and incorporated herein by this reference. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 6 of 23 THE CITY OF FORT COLLINS, COLORADO By: _________________________________ Gerry Paul Director of Purchasing & Risk Management Date: ______________________________ ATTEST: _________________________________ City Clerk APPROVED AS TO FORM: ________________________________ Assistant City Attorney PROGRESSIVE URBAN MANAGEMENT ASSOCIATES By: _________________________________ Title: _______________________________ CORPORATE PRESIDENT OR VICE PRESIDENT Date: _______________________________ DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 3/13/2015 President 3/16/2015 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 7 of 23 EXHIBIT A WORK ORDER FORM PURSUANT TO AN AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND DATED: Work Order Number: Purchase Order Number: Project Title: Commencement Date: Completion Date: Maximum Fee: (time and reimbursable direct costs): Project Description: Scope of Services: Professional agrees to perform the services identified above and on the attached forms in accordance with the terms and conditions contained herein and in the Professional Services Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Professional Services Agreement and this work order (including the attached forms) the Professional Services Agreement shall control. The attached forms consisting of ___ (_) pages are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given. PROFESSIONAL By:_______________________________ Date:_____________________________ CITY OF FORT COLLINS By:_________________________________ Project Manager Date: ______________________________ By: _______________________________ Gerry Paul Director of Purchasing and Risk Management (over $60,000.00) Date: ____________________________ DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 8 of 23 EXHIBIT B GENERAL SCOPE OF SERVICES The new Fort Collins Downtown Plan will forge an enduring public/private partnership to guide investment in downtown Fort Collins for the next five to twenty years. Building upon past planning efforts and an understanding of downtown market dynamics, the new Downtown Plan will aim to create a collective vision for downtown and identify a detailed tactical plan for implementation with recommendations for priorities, sequencing and financing. With changes in the local and national economy, innovations in technology and infrastructure, and shifts in demographics since the last downtown planning effort – as well as new leadership and interests in place – now is the time to envision the future of Downtown Fort Collins. Many transformative changes have occurred since the 1989 Downtown Plan, most of them positive. The P.U.M.A. team will assist staff in the development of a newly updated Downtown Plan factoring a whole range of issues and opportunities. Plan Area The Plan area encompasses the commercial zone districts north of the CSU Main Campus and south of Vine Drive: Downtown (D), Community Commercial (CC), River Downtown Redevelopment (RDR), Community Commercial Poudre River (CCR), Limited Commercial (CL), Employment (E), along with Public Open Lands (POL) along stretches of the Poudre River. An “area of influence” is identified in the Industrial (I) district northeast of the plan area, which also includes the Buckingham residential neighborhood (zoned RL, Low Density Residential). This area is the subject of the 2005 Northside Neighborhoods Plan and as such its status is somewhat different than the plan area. It is closely interrelated with Downtown, with highly overlapping interests. AREA OF COLORADO STATE UNIVERSITY DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 9 of 23 APPROACH City staff will manage the overall project and public process, perform the bulk of outreach, and produce the plan document. The P.U.M.A. team (Consultant) will collaborate with staff on the overall plan, and provide specialized technical expertise, experience, and work products on identified topic areas. Roles and tasks to be done by the City and the Consultant will vary for different topic areas as described below. The expected relative proportion of Consultant assistance to be allocated to collaboration on the overall plan, and to technical work on the various topic areas, is indicated below as High, Medium, and Low. The allocation of effort by the City and the Consultant may change during the 18 month process. The Consultant will meet with the City monthly for the duration of the project to evaluate and apply adjustments as necessary. The City will initiate a new work order at the beginning of each phase to adjust tasks and level of effort as needed. Collaboration on the Overall Plan [Medium] Services needed: a) Advise and comment on the comprehensive community outreach plan for the project. b) Provide graphics and images to support concepts being discussed and to aid staff in developing the new plan throughout all phases of the project. c) Provide facilitation of public discussion and meetings on technical or sensitive topics. d) Review, comment, and collaborate with planning staff on written materials, online information, questionnaires, and related materials. e) In collaboration with staff, provide compelling, tailored illustrations and/or images to convey the vision and recommendations for the next 5-20 years at an inspiring level of quality in a highly visual new plan document. Technical Work on Topic Areas The extent of specific services needed varies for the different topic areas as follows: Market and Economy [Low-Medium] | P.U.M.A Services Needed: a) Review 2004 Downtown Strategic Plan market analysis and business mix information and collaborate with staff to determine needs for new research, surveys, or means of addressing issues. b) Update market analysis as needed. Develop market and business information to address the types of issues summarized in this topic area, in order to inform the vision and recommendations. A 2004 planning project, the Downtown Strategic Plan, included a market analysis which is expected to serve as a foundation and example. The new plan may generally incorporate updates and affirmations of the 2004 information, with new data gathering and analysis as appropriate. c) Collaborate with City Planning staff on written content for the public process and the plan document, and provide related graphics to aid discussions with the Working Groups and the public, and to summarize the analysis and results in a way that is presentable to the public and City Council. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 10 of 23 d) Provide recommendations to be incorporated into the plan vision and recommendations. Urban Design [High] | Russell + Mills Studio, Aller•Lingle•Massey, P.U.M.A. Services Needed: a) Evaluate, identify and describe the crucial aspects of the overall physical framework of Downtown as defined by historic context, different character areas, gateways, landmarks, transportation routes, circulation within Downtown, and other defining characteristics. Previous plan documents provide a large body of information and understanding in this regard. b) Within the framework, address issues related to building height and building typology for new buildings in different parts of the Downtown and at edges between the commercial Downtown and adjacent neighborhoods. c) Within the framework, address streetscape design issues including right-of-way encroachments, design themes and details, lighting, landscaping, irrigation, and related issues. d) Provide graphics and images to support concepts being discussed and to aid staff in developing the new plan throughout all phases of the project. e) Provide recommendations to be incorporated into the plan vision and recommendations, and collaborate with City Planning staff in writing content for the public process and the plan document. Parking and Transportation [Low] | Kimley-Horn, P.U.M.A Services Needed: a) Collaborate with staff to review existing plans and available information, distill relevant issues, and synthesize overarching priorities for Downtown into vision components and plan recommendations, with an eye toward improvements that can be implemented within approximately a 10-year timeframe. b) Provide special expertise and experience in planning for the modal hierarchy typically found in Downtowns (e.g., with pedestrians having an elevated mode share). This may include written or graphic examples, policy language, and recommendations as appropriate. c) Provide special expertise and experience in planning for transportation and parking as an aspect of historic Downtown character. This may include written or graphic examples, policy language, and recommendations as appropriate. On-Street Pay Parking Community Dialogue Project [Medium] | Kimley-Horn This is a separate but integrally related public outreach project to be conducted by City staff concurrently with the Downtown Plan in 2015. This outreach project will be fully coordinated and aligned with the Downtown Plan process to insure consistency, and Kimley-Horn has specifically-allocated funding to provide the information and messaging to be used in the project. The information and messaging will reflect holistic consideration of a balanced and sustainable parking and transportation plan for the future, primarily for the benefit of the businesses that rely on Downtown’s public parking as a critical resource. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 11 of 23 Services Needed: a) Provide and apply specialized expertise, experience, and sensitivity in the complexities and nuances of introducing pay parking systems in an unbiased manner, to assist and support the special community dialogue project managed by staff. This may include written materials and graphic or photo examples as appropriate to convey information and messaging. b) Assist staff in identifying crucial issues and details that need discussions. c) Consult with staff to create a comprehensive community outreach plan for the project. d) Collaborate with City communications and parking staff in writing content. e) Advise and comment on outreach materials such as an educational video, printed materials, online information, surveys, poster boards, and the like. f) Provide an objective, knowledgeable spokesperson to facilitate public discussions and/or speak at meetings. g) Collaborate with staff to summarize the community dialogue process and results in a way that is presentable to City Council. Arts and Culture [Low] Staff will lead development of plan materials for this topic area. Services needed: Offer insight and recommendations related to arts and culture based on past experience and knowledge of national trends on topics such as retention of artists in Downtown, furthering goals of Downtown through the City’s Art in Public Places program and the Downtown Fort Collins Creative District effort, branding, marketing, signage, and unique cultural assets. Energy and Environment [Low] Brendle Group Staff will lead development of plan materials for this topic area. Services needed: a) Offer insight and recommendations related to energy and environment based on past experience and as these topics overlap with other areas of technical expertise. b) Brendle Group will participate in the Energy and Environment Working Group and will assist with the Sustainability Assessment for the project. Downtown Management [Low] Services Needed: a) Collaborate with staff to identify issues and review existing practices with all entities involved. b) Provide specialized knowledge of successful Downtown management practices. c) Provide relevant examples and experience appropriate to local circumstances, to aid discussion of strategies and choices. d) Collaborate with staff to summarize the analysis and develop recommended solutions going forward. A number of stakeholders have a history of Downtown management which is expected to serve as a foundation for planning discussions. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 12 of 23 SCOPE OF WORK The following scope of work will be verified and adjusted with the Consultant, including assignment of responsibility for deliverables between City Staff (City) and the Consultant. This is an estimation of the scope of work and process for the 18-month schedule. The allocation of effort by the City and the Consultant may change during the process. The Consultant will meet with the City monthly for the duration of the project to evaluate and apply adjustments as necessary. The City will initiate a new work order at the beginning of each phase to adjust tasks and level of effort as needed. Phase 1 Project Initiation and Issue Identification | March – June 2015 Task 1: Define Parameters of the Process 1a. Refine scope of work and schedule with detailed study tasks, roles and responsibilities, objectives, and deliverables (City and Consultant) 1b. Identify key stakeholders and collaborators and establish working groups. (City) Inviting local Fort Collins leaders and experts in their fields will be organized by the City of Fort Collins. The intent of the working groups is to incorporate the variety of issues that are relevant to downtown, engage a broad cross-section of Fort Collins’ civic leadership, plus augment initial reconnaissance into Fort Collins’ challenges, opportunities and priorities. The recommended construct for the working groups could address the following topic areas:  Vibrant Economy including market role and mix of businesses and activities; and health of office, retail and other investment sectors  Public Realm & Urban Design including historic patterns and character, building heights and characteristics, connectivity, streetscapes, parks and plazas, and other placemaking components  Transportation Solutions including balanced mobility for pedestrians, bikes, vehicles and transit, and parking management  Downtown Management including marketing, branding, events, clean and safe and social services  Arts & Culture including arts, design, cultural institutions  Housing and Livability including market-rate, workforce and affordable housing and amenities that create a livable downtown, such as education and active recreation  Energy & Environment including protection of and connections to the Poudre River corridor, energy efficiency and consumption, nature in the city, and utilities The working groups will consist of technical specialists, City staff, and key stakeholders relevant to each topic area. Each working group will be responsible for identifying issues, providing information and suggestions, and guiding plan content relevant to their topic area. The groups will produce meeting summaries, memos, or other work products as needed throughout the planning process. 1c. Define a strategy to coordinate with relevant ongoing and recently completed studies, particularly the concurrent update of the Old Town Neighborhoods Plan and public engagement associated with on-street paid parking. (City) 1d. Refine schedule to identify key milestones and deliverable due dates including visits to DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 13 of 23 boards and commissions and the City. (City) 1e. Meet with working groups and any other key internal stakeholders to refine the project purpose and issues to be addressed. (City and Consultant) 1f. Adjust and affirm the City’s draft Public Involvement Plan for stakeholder and public engagement using a range of techniques; public relations; and project branding; and to align and coordinate with the pay parking community dialogue project and Old Town Neighborhoods Plan. (City and Consultant) 1g. Create project website and initial branding materials (City) 1h. Define roles and approach to coordination with other Ccity departments, DDA, DBA, and CSU (City and Consultant) 1i. Outline the Sustainability Assessment tasks needed at the appropriate phases of the process. (City and Consultant) 1j. Outline the On-Street Pay Parking Community Dialogue Project including Consultant tasks. Timing will be coordinated with the Downtown Plan, but may not coincide exactly (City and Consultant) Task 1 Deliverables: • Final Scope of Work & Schedule • Working Groups and Stakeholders Contact List • Public Involvement Plan • Website & Branding Materials • Sustainability Assessment Outline • On-Street Pay Parking Project Description and Work Plan Task 2: Existing Conditions, Market Opportunities and Issue Identification This task will provide a snapshot of the past and present conditions relevant to the new plan, and issues the plan needs to address. It will provide the basis for the development of a vision, strategies and choices to respond to the issues. 2a. Review existing plans to understand completed and outstanding action items, and obsolete and still-relevant vision and policy material: Downtown Plan (1989), Downtown Strategic Plan (2006), Downtown Civic Center Master Plan (1996), Parking Plan (2013), Poudre River Downtown Master Plan (2014) and other related plans. (City and Consultant) 2b. Inventory relevant existing conditions of the built and natural environment, and the social and economic climate. The Consultant will provide an update to the market data from the 2004 Downtown Strategic Plan. This data will be updated based on the new economy we live under in 2015 after the Great Recession, and the continuous investment in the Downtown that has been occurring over the past decade. To balance community aspirations with market reality, we will compile downtown’s key economic indicators and opportunities in a variety of segments, including office, retail, residential, hospitality, and civic. We will rely primarily on compiling secondary data from existing economic agencies, real estate professionals, census and other widely accessed sources that can be easily updated and monitored over time. Our local market research will be considered in the context of P.U.M.A.’s award-winning research on Global Trends, and will result in the identification of likely development types and potential within the next five to ten year DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 14 of 23 investment cycle. We will also compile qualitative market information from a series of interviews with key individuals involved in real estate and development. (Consultant) 2c. Interview stakeholders and Working Groups to review staff’s preliminary list of issues, identify any additional issues, and get a sense of priorities. (City and Consultant) 2d. Describe the overall physical framework of the Downtown area. Identify preliminary character areas, and describe how each character area relates/functions as part of the greater Downtown area. Identify crucial defining features such as the street pattern and key streets, building typology and characteristics, gateways, landmarks, public space, views, edges, corridors, night lighting, and other features of the study area. Highlight the historic districts and historic buildings, particularly as they relate to potential redevelopment sites. (City and Consultant) 2e. Coordinate with the Pay Parking Public Outreach Project. (City and Consultant) Task 2 Deliverables:  Plan Review Memo  Existing Conditions Report  Market opportunities report  Issues Summary  Pay Parking Public Outreach Materials. Phase 2 Visioning | April – October 2015 Task 3: Kick-Off The Consultant will assist the City with preparing for a “grand event” to introduce the project to the community and all interested stakeholders. This could include interactive “idea stations” so the public can wander between topics and provide input on issues and ideas for the new plan. P.U.M.A. will present award-winning research on “Global Trends Affecting Downtowns & Implications for Fort Collins.” The Global Trends research provides an illuminating and informative platform for the planning process, and will set the context for the formal public launch of the process. 3a. Plan and host kick-off event, with associated public outreach. Prepare text and graphic content for outreach materials. (City and Consultant) 3b. Make the new Downtown Plan project visible in and around Downtown with various engagement techniques that allow the public to provide input at their convenience and gather information for more formal events. (City) 3c. Conduct Working Group meetings to begin analysis and discuss preliminary ideas in response to issues. (City and Consultant) 3d. Coordinate with the Pay Parking Public Outreach Project. (City and Consultant) Task 3 Deliverables (All meeting materials will be printed by the City): • Public Outreach Materials • Public Outreach Summary • Working Group Materials DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 15 of 23  Pay Parking Public Outreach Materials. Task 4: Visioning This task will develop preliminary vision statements responding to the issues in the various topic areas. The existing plan will be reviewed for aspects that are still valid and relevant. New vision statements will capture the imagination in text and graphics to reflect the desired character and future conditions of Downtown. 4a. Conduct interactive public events and outreach activities to gather input and ideas on the desired future. (City and Consultant) 4b. Conduct Working Group meetings (City and Consultant) 4c. The City will create a digital 3D model of Downtown for use in conveying and exploring ideas about potential physical change and preservation. P.U.M.A.’s Urban Design sub- consultants, Russell + Mills Studio and Aller•Lingle•Massey will work with the City on the downtown digital 3D model on the vision for building heights and other building form characteristics block by block based on existing zoning and design standards, issues, and new plan discussions. The team will provide case studies of other communities such as Denver and Vancouver on how they achieved their building height standards. These cities have approached building heights from what the view looks like at the street level from the pedestrian perspective. (City and Consultant) 4d. Develop vision statements with graphics, illustration, and photos as appropriate to convey the meaning. Russell + Mills Studio and Aller•Lingle•Massey will prepare a variety of graphics that reflect the desired character and concepts for the topic areas that tie the downtown districts together. (City and Consultant) 4e. Review vision statements with interested parties and the public. (City and Consultant) 4f. Coordinate with the Pay Parking Public Outreach Project. Task 4 Deliverables (All meeting materials will be printed by the City): • Public Outreach Materials • Public Outreach Summary • 3D Model of Downtown being created by City staff • Preliminary Vision Statements  Pay Parking Public Outreach Materials Phase 3 Choices and Strategies | August 2015 – January 2016 Task 5&6: Evaluate Choices and Identify Strategies The Consultant will prepare alternative concepts that address the issues from phase 1 and achieve the phase 2 vison. The Consultant will prepare a series of urban design framework diagrams and sketches, renderings and/or visualizations, building typology examples, and variations to the 3D model prepared by the City. Concepts related to circulation and parking for all modes will be explored. Also, concepts related to all other working group topic areas will be presented and explored. The concepts will be evaluated using sustainability assessments, public outreach, and technical analyses. 5a. Outline choices and strategies, and materials needed for discussion and evaluation. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 16 of 23 (Consultant and City) 5b. Produce materials. (Consultant and City) 5c. Conduct interactive public events and outreach activities to gather input on choices and strategies. (City and Consultant) 5d. Conduct Working Group meetings. (City and Consultant) 5e. Draft preliminary choices and strategies with accompanying explanation and graphics. (Consultant and City) 6. Coordinate with the Pay Parking Public Outreach Project.(City and Consultant) Task 5&6 Deliverables (All meeting materials will be printed by the City): • Preliminary Choices and Strategies Outline • Refined Choices and Strategies (based on public and stakeholder input) • Public Outreach Materials  Draft downtown plan outline • Public Outreach Summary  Pay Parking Public Outreach Materials Phase 4 Plan Development | January – July 2016 Task 7: Policies and Recommendations A comprehensive plan document, with implementation actions, emerges during the final phases of the project. As policy, program and investment priorities emerge during this phase, the Consultant will evaluate the organizational structure of the City and its civic partners and assess their capability to carry out initiatives to continue Downtown’s success under the new plan. Organizational recommendations regarding the allocation of time, effort, and resources will begin to take shape. 7a. Refine and finalize vision statements to incorporate all information to date. (Consultant and City) 7b. Draft policies and recommendations for each topic area. The Consultant will collaborate with the City to create a draft downtown plan outline that includes the vision, strategies, and action plan components. The outline would then be reviewed and evaluated by the working groups (at this point in the process, they may be a single group consisting of representatives, as opposed to six distinct groups) to synthesize the topics into a unified plan. (Consultant and City) 7c. Test and refine policies and recommendations through stakeholder and public outreach. (Consultant and City) 7d. Conduct Working Group Session. The work session will include a priority-setting exercise to determine which actions and strategies should be viewed as most critical and that can shape downtown’s long term future if implemented within the next five to ten years. The complete planning package will begin to take shape, with outlines for the following components (Consultant and City):  Vision elements and core values for the future of downtown Fort Collins  Framework that provides an illustrative mapping of key concepts and improvements DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 17 of 23  Action plan that identifies 1) strategic program initiatives, 2) major transformative projects, and 3) minor projects and tactical efforts.  Digital 3D model massing diagrams 7e. Coordinate with the Pay Parking Public Outreach Project.(City and Consultant) Task 7 Deliverables (All meeting materials will be printed by the City): • Preliminary Policies and Recommendations • Refined Policies and Recommendations (based on public and stakeholder input) • Supporting Explanation and Graphics  Pay Parking Public Outreach Materials Task 8: Draft Plan This task will provide a draft plan for public review and will be presented to City boards and commissions. The City will lead the development of the draft plan with text and graphic input by the Consultant. It is anticipated that the Pay Parking Public Outreach Project will be complete at this point. 8a. Mock up a layout for the draft plan. A work session will be held between the City and Consultant to begin a mock-up of the plan layout and its contents that includes deliverables from Tasks 1-7. (City and Consultant) 8b. Develop text and graphic content for the draft plan. (City and Consultant) 8c. Public events and outreach to present the draft plan for review and comment. (City and Consultant) 8d. Present draft plan to boards, commissions, and stakeholders for review and comment. (City and Consultant) Task 8 Deliverables (All meeting materials will be printed by the City):  Text and graphic content for draft plan  Draft Plan  Public Outreach Materials  Public Outreach Summary  Attend public events to present draft plan  Present draft plan to boards, commissions, and stakeholders (up to 3 presentations) *Phase 5 Implementation Plan and Adoption | March – July 2016 *The City will pursue acquisition of additional funding to be determined for the consultant team to assist with Phase 5. Task 9: Implementation Action Plan 9a. This task will provide a prioritized list of short-, mid-, and long-term implementation actions created with Working Groups. The Consultant will coordinate this effort with City assistance, to get buy-in with all service providers and managers, such as City departments, the DDA, and DBA, with an aim toward practical and incremental DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 18 of 23 implementation. (Consultant and City) 9b. Conduct Working Group meetings. Based upon the working group responses to the draft plan components, a final New Downtown Plan will be prepared by the City with input from the Consultant. For each transformative initiative, the following detail will be provided by the Consultant:  Roles of responsibilities of the City of Fort Collins and other civic partners (Consultant)  Estimated costs and financing options (Consultant and City)  Benchmarks to measure success (Consultant and City) 9c. Collaborate with all stakeholders as appropriate. (City and Consultant) Task 9 Deliverables (All meeting materials will be printed by the City): • Implementation Approach and Action Item List Task 10: Plan Preparation and Adoption This task will provide a final draft of the new Downtown Plan prepared by the City with Consultant input to be presented to select City boards and commissions, and City Council for adoption. 10a. Finalize plan document. (City) 10b. Present plan to relevant boards and commissions. (City and Consultant) 10c. Maintain a log of comments and revisions from each body, and prepare a final plan for presentation to City Council. (City) 10d. Present plan to City Council for adoption. (City and Consultant) Task 10 Deliverables (All meeting materials will be printed by the City): • Final Draft Plan (pre-adoption) • Presentation Materials • Final Plan (post-adoption) • Final Project Documents and Files DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 19 of 23 EXHIBIT C COMPENSATION As described in the P.U.M.A. approach, The Fort Collins New Downtown Plan outlines a non- traditional client consultant relationship in that the City will play a major role in leading the project and will rely on consultants for specific tasks. P.U.M.A. is proposing an “on-call” approach meaning that the City will enter a partnership with our team and will include members or our team “as needed” to fulfill specific technical expertise. We anticipate the resource allocation to be fluid, with work orders initiated at each phase of the project. Below is our estimated allocations for the project:  P.U.M.A: 45% - 50%  Russell + Mills: 25% - 30%  Kimley-Horn: 15%  Brendle Group: 5-6%  Aller•Lingle•Massey Architects: 8-10% A detailed fee breakdown for Phases 1-4 labor and direct costs is provided on the following page. Direct costs include mileage for travel between Ft. Collins and Denver and delivery charges/mailings. We anticipate some large-scale color and b/w plots and meeting/graphic supplies to be printed by the Consultant; however most printing will be provided by the City. The following budget is an estimation of the scope of work and process for the 18-month schedule. The allocation of effort by the City and the Consultant may change during the process. The Consultant will meet with the City monthly for the duration of the project to evaluate and apply adjustments as necessary. The City will initiate a new work order at the beginning of each phase to adjust tasks and level of effort as needed. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 20 of 23 DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 21 of 23 EXHIBIT D INSURANCE REQUIREMENTS 1. The Professional will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Professional shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: “The insurance evidenced by this Certificate will not reduce coverage or limits and will not be cancelled, except after thirty (30) days written notice has been received by the City of Fort Collins.” In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Professional, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Professional under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Professional 's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Professional shall maintain during the life of this Agreement for all of the Professional's employees engaged in work performed under this agreement: 1. Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Professional shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $1,000,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Professional shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. C. Errors & Omissions. The Professional shall maintain errors and omissions insurance in the amount of $1,000,000. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 22 of 23 DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1 Professional Services Agreement – Work Order Type 8049 New Downtown Plan Page 23 of 23 EXHIBIT E CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Professional has agreed to perform, the Professional hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Professional agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Professional shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Professional understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Professional shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Professional ceases to perform services for the City, or the City so requests for any reason, the Professional shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Professional understands and agrees that the City’s remedies at law for a breach of the Professional’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: 587E756A-26F3-43EC-898D-6EE5C5FB1FC1