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R2003-0052 03-24-03
RESOLUTION Nb. R2003-52 A RESOLUTION OF THE CITY COUNCIL OF THE.CITY OF PEARLAND, TEXAS, AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO ENTER INTO A CONTRACT WITH PGAL, INC. FOR PREPARATION OF A CITY WIDE.SPACE'.NEEDS ASSESSMENT STUDY. BE IT'RESOLVED!BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS. Section 1. ! That certain contract by and.between.the City of Pearland and PGAL, Inc., a copy of which is attached hereto as Exhibit "A" and made a part hereof for all purposes, is hereby authorized and approved Section 2 That the City Manager or his designee is hereby authorized to execute and the City Secretary to attest a contract with PGAL, Inc. for preparation of a city wide space needs assessment study PASSED,.APPROVED.and ADOPTED this the 24th day of March A.D , 2003 TO REID MAYOR ATTEST Y NG L ,F , T C C SE , FTARY APPROVED AS TO FORM al/LA-L 5L DARRIN M COKER CITY ATTORNEY Exhibit "A" Resolution No R2003-52 CITY OF PEARLAND STANDARD AGREEMENT FOR CONSULTANT SERVICES This Contract (Contract) is made between the City of Pearland, Texas (hereinafter "City"),,and PGAL (hereinafter "Consultant") as follows 1 Summary of Contract Terms The following information and referenced documents shall be a part of this Contract: Description of Project: The City of Pearland is in need of a strategic management and planning tool for accessing their existing and proposed inventory of facilities to meet the needs of their citizens over a twenty-year period The goal of this study will be to provide all relevant information that will allow the City to make facility utilization decisions in a timely and cost effective manner This will be accomplished through the establishment of space needs, both in quantity and location, to house the anticipated growth in City departments and functions, for both personnel and services Continued growth in the city's population and service area has increased the number of employees and demand for services and has put pressure on the capacity and function of existing facilities The consequence of this dynamic growth is an increase in facility costs and the complicated on-going process of bringing facilities on-line when needed Consultant/Subconsultant(s) Fee Basis of Compensation PGAL $44,000 00 Lump Sum Reimbursable Expenses $ 3,500 00 Actual Cost Maximum Contract Amount $47,500 00 * All financial obligations created by this agreement are between the City and Consultant, and shall not be construed to be between City and any subconsultant. The Project Team for this work is as follows. • Project Manager— Jeff Gerber • Project Planner— Jeff Weiner • Production — Chris Reubush Delivery of plans, specifications and estimates Ten (10) Weeks Attachments Scope of Services (see attached Proposal, dated 2/27/03) Project Schedule 2 Services and Payment. A. Consultant will furnish services to the City in accordance with the terms and conditions specified in this Contract. Payment for the services of Consultant shall be due and payable upon submission and approval of a statement for services to City Statements for services shall not be submitted more frequently than monthly ct r' After consultation with the City, the Consultant shall specify the basis of compensation in the scope of work for the project. The Consultant shall provide adequate detail of the basis of compensation so that the City can determine the reasonableness of the fees and have the ability to make reasonable progress payments to the Consultant based upon work completed at the payment intervals The Consultant shall subcontract for all subconsultants, subject to City approval, necessary to complete the scope of work.' The subconsultant's fees and administrative mark-up, if any, shall be included in the scope of work. Unless otherwise agreed upon, the method of compensation shall be one of the following methods 1 Salary Cost Times Multiplier Plus Direct Nonsalary Expense ("Salary") Compensation shall be based on 1) the direct salaries (including benefits) of the Consultant's employees whose time is directly chargeable to the project; 2) an agreed upon multiplier to compensate the Consultant for overhead and profit; and 3) reimbursement for direct nonsalary expenditures and subconsultant contracts as defined in the scope of work for the project. The Consultant shall provide a proposal that includes the total fees for the project, which shall not be exceeded without prior City approval 2 per Diem ("Per Diem") Compensation shall be based upon 1) an agreed upon lump sum per day for specific services, and 2) reimbursement for direct nonsalary expenditures and subconsultant contracts as defined in the scope of work for the project. This method is best suited to expert witness work or other short;term engagements involving intermittent services. 3 Cost Plus Fixed Fee ("Cost Plus") Compensation shall be based upon 1) reimbursement of the actual costs of all services and supplies related to the project and 2) an agreed upon fixed ifee (profit) The Consultant shall provide an estimate of the costs to be reimbursed, but actual compensation shall be based upon invoices and supporting documentation provided by the Consultant. 4 Lump Sum ("Lump") Compensation shall be based upon an agreed lump sum payment for completing the entire scope of work. This method is best suited to investigations or studies and for basic services with limited scope and complexity If City fails to make any payment due Consultant for services and expenses within thirty (30) days after receipt and approval of Consultant's statement for services 2 therefore, the amounts due Consultant will be increased at the rate of one percent (1%) per month from said thirtieth (30th) day, and, in addition, Consultant may, after giving seven (7) days' written notice to City, suspend services under this Contract until Consultant has been paid in full, all amounts due for services, expenses, and charges B All the Consultant's working drawings, plans, and specifications, if required under this Contract, shall be sufficiently accurate, detailed, and complete so that competitive bids for, the work can be obtained and the improvements constructed C Approval of the Consultant's work by the City shall not release the Consultant, its employees, agents, or consultants, from the responsibility and liability for the accuracy and competency of their designs, working drawings, and specifications, or other documents and services D Subject to Article 8 herein or as otherwise agreed, the Consultant shall promptly correct errors in the Consultant's work, including errors discovered after final payment, without receiving additional compensation E Prior to execution of this agreement, the Consultant shall prepare a project schedule identified. as an attachment to this agreement and submit it for review within 15 calendar days after receiving a Notice-to-Proceed The Project Schedule shall be submitted in digital and paper form, in the Microsoft Project for Windows format. The Project Schedule shall contain a complete schedule so that the Consultant's scope of services under this contract can be accomplished within the specified time and contract cost. The Project Schedule will provide specific work sequence and definite review times by the City and the Consultant of the work performed If the review time should take longer than shown on the project schedule, through no fault of the Consultant, additional contract time may be authorized by the City through a supplemental agreement, if requested by a timely written request from the Consultant and approved by the City 3 Term and Termination This Contract term will begin upon execution and end sixty days after issuance of the certification of completion of construction by the Consultant. The City may terminate this Contract at any time during its term by giving written notice to Consultant. The City shall pay the Consultant for all services rendered to the date of termination 4 Modifications. City without invalidating the Contract, may order changes within the general scope of the work required by the Contract by altering, adding to and/or deducting from the work to be performed If any change under this clause causes an increase or decrease in Consultant's cost of, or the time required for, the performance of any part of the Services under the Contract, an equitable adjustment will be made by mutual agreement and the Contract modified in writing accordingly 5 Subcontracts If, for any reason, at any time during the progress of providing services, City determines that any subcontractor for Consultant is incompetent or undesirable, City will notify Consultant accordingly and Consultant shall take immediate 3 corrective action, which may include cancellation of such subcontract. Subletting by subcontractors shall be subject to the same regulations Nothing contained in the Contract shall create any contractual relation between any subcontractor and City 6 Ownership of Documents All drawings, report data, and other project information developed in the execution of the services provided under this Contract shall be the property of the City upon payment of Consultant's fees for services Consultant may retain copies for record purposes Owner agrees such documents are not intended or represented to be suitable for reuse by City or others Any reuse by City or by those who obtained said documents from City without written verification or adaptation by Consultant will be at City's sole risk and without liability or legal exposure to Consultant, or to Consultant's independent associates or consultants, and City shall indemnify and hold harmless Engineer and Engineer's independent associates from all claims, damages, losses, and expenses including attorneys' fees arising out of or resulting therefrom Any such verification or adaptation will entitle Consultant to further reasonable compensation Consultant may reuse all drawings, report data, and other project information in the execution of the services provided under this Contract in Consultant's other activities. Any reuse by Consultant will be at Consultant's sole risk and without liability or legal exposure to City, and Consultant shall indemnify and hold harmless City from all claims, damages, losses, and expenses including attorneys' fees arising out of or resulting therefrom 7 Insurance A. The Consultant shall procure and maintain for the duration of this Agreement, insurance against claims for injuries to persons, damages to property, or any errors and omissions relating to the performance of any work by the Consultant, its agents, employees or subcontractors under this Agreement, as follows (1) Workers' Compensation as required by law (2) Professional Liability Insurance in an amount not less than $1,000,000 in the aggregate (3) Com �prehensive General Liability and Property Damage Insurance with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for each occurrence of damage to or destruction of property (4) Comprehensive Automobile and Truck Liability Insurance covering owned, hired, and non-owned vehicles, with minimum limits of $1,000,000 for injury or death of any one person, $1,000,000 for each occurrence, and $1,000,000 for property damage 4 ` I B The Consultant shall include the City as an additional insured under the policies, with the exception of the Professional Liability Insurance and Workers' Compensation Certificates of Insurance and endorsements shall be furnished to the City before work commences Each insurance policy shall be endorsed to state that coverage shall not be suspended, voided, canceled, reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City Upon request, certified copies of all insurance policies shall be furnished to the City 8 Indemnity Consultant shall indemnify and hold the City, its officers, agents, and employees, harmless from any claim, loss, damage, suit, and liability of every kind for which Consultant is legally liable, including all expenses of litigation, court costs, and attorney's fees, for injury to or death of any person, for damage to any property, or errors in design, any of which are caused by the negligent act or omission of the Consultant, his officers, employees, agents, or subcontractors under this Contract. 9 Assignment. Consultant shall not assign this Contract without the prior written consent of the City. 10 Law Governing and Venue This Contract shall be governed by the law of the State of Texas and no lawsuit shall be prosecuted on this Contract except in a court of competent jurisdiction located in Brazoria County, Texas 11 Entire Contract. This Contract represents the entire Contract between the City and the Consultant and supersedes all prior negotiations, representations, or contracts, either written or oral This Contract may be amended only by written instrument signed by both parties. Purchase orders issued under this Agreement shall contain a statement nullifying additional terms and conditions on the reverse side of the purchase order and referencing this Agreement. 12 Conflicts in Contract Documents The above provisions shall govern over any conflicting provision contained in any referenced contract document specified above 13 Dispute Resolution Procedures The Consultant and City desire an expeditious means to resolve any disputes that may arise between them regarding this Contract. To accomplish this, the parties agree to mediation as follows If a dispute arises out of or relates to this Contract, or the breach thereof, and if the dispute cannot be settled through negotiation, then the parties agree first to try in good faith, and before bringing any legal action, to settle the dispute by mediation of a third party who will be selected by agreement of th'e parties 5 EXECUTED and EFFECTIVE as of the (J D day of PI)v(-(IN) , 20M CITY OF PEARLAND PGAL (Cons -O' By.1c9!, Bill isen Print:0 ,;'4 me Jeffrey A. Weiner, AIA City Manager Title Principal STATE OF TEXAS I § § COUNTY OF5r4-' r74- § BEFORE ME, the undersigned Notary Public, on this day personally appeared -----i):J/ g,sg-A-. , known to me to be the person whose name is subscribed to the foregoing instrument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed GIVEN UNDER MY HAND AND SEAL OF OFFICE THIS .2s' DAY Of 'Ma.rc.4 1 , A.D , 20 a 3 eci),_(Al2.— ,l. •,,4,0,,_ l 4,me iomfi®resge` e NOTARY PUBLIC IN AND FOR THE 6kvs'YpN®G PERLA N. LEHMAN STATE OF TEXAS 6 a Notary Public,State of Texas`t ,root' \. 4p My Commission Expires: APRRIL 2, 2005 % Printed Name 7j` 4r(<- / , 2.4-�. . �0.440 4040s � w..�:,�.40 My Commission Expires /49.rj 1 21 z.6n,S" STATE OF TEXAS § COUNTY OF kir) lS § J 4 EFORE ME, the undersigned Notary Public, on this day personally appeared VV. ft. [,.J Q.AN,{known to me to be the person whose name is subscribed to the fore oing instrument and acknowledged to me that he/she executed the same for the purposes and consideration therein expressed GIVE UNDER MY HAND AND SEAL OF OFFICE THIS X �DAY OF Mo rci- , A.D , 20N 5 0��nn 1 AAAIVi (iL "'-ibl; N ARY PUBLIC IN AND FOR THE Ci � SHAk.)N CURTIS STATE OF TEXAS ar �; Notary Public ��/v` tl� .,. State of Testes Printed Name 5 d, ' my Commission 192005 My Commission Expires )-- 1 01-0`5" 6 r � PGAL February 12, 2003 (REVISED February 27, 2003) Ms Mattie Culve Public Affairs Manager City of Pearland 3519 Liberty Drive Pearland, Texas 1 77581 Voice. 281-652-1625 Email. mculver@ci.pearland.tx.us RE Fee Proposal for NE Services City Wide Space Needs Assessment Study Dear Ms. Culver, Thank you very much for selecting PGAL to conduct the City Wide Space Needs Assessment Study for the City of Pearland We are very excited about this opportunity, and the opportunity to once again provided professional consulting services to the City of Pearland The goal of this study is to create a "road map"for projected growth of all City departments and'to create a tool to anticipate and plan for future capital improvements. Based on our understanding of the requirements for the study, the City of Pearland is in need of a space needs analysis of all City departments, including employee and space needs projections, for their"ultimate build-out" of the City Physical locations, both sites and buildings, will be identified based on a 5, 10 and 20-year phasing schedule. Areas that have been identified to be included in this study are the City Hall Complex, the use of existing "big box" structures within the City, the potential combination of municipal courts and the police department, the development (renovate or new) of fire stations, and alternatives for an EMS facility To accomplish this, we will utilize our extensive experience with this type of study to assess, program, plan, project and budget existing, renovated and new facilities to meet the needs of the City of Pearland for the long-term After careful review of your project criteria, PGAL is pleased to submit this detailed scope of project services and fees, to be followed by a "standard AIA contract" (B141, Agreement Between Owner and Architect)to provide a Five, Ten and Twenty Year City Wide Space Needs Assessment Study PROJECT UNDERSTANDING The City of Pearland is in need of a strategic management and planning tool for accessing their existing and proposed inventory of facilities to meet the needs of their citizens over a twenty-year period The goal of this study will be to provide all relevant information that will allow the City to make facility utilization decisions in a timely and cost effective manner This will be accomplished through the establishment of space needs, both in quantity and location, to house the anticipated growth in City departments and functions, for both personnel and services Continued growth in the city's population and The Office of Pierce Goodwin Alexander&Linville 5555 San Felipe,Suite 1000 Houston,Texas 77056 Tel. 713-622-1444 Fax: 713-968-9333 Ms. Mattie Culver City of Pearland February 12, 2003 (REVISED February 27, 2003) Page 2 of 4 service area has increased the number of employees and demand for services and has put pressure on the capacity and function of existing facilities The consequence of this dynamic growth is an increase in facility costs and the complicated on-going process of bringing facilities on-line when needed SCOPE OF WORK The contract and fee negotiation process will allow both the City of Pearland and PGAL to reach a consensus on the tasks to be performed, the expectations for service and product, the resources available and what services can be provided with those resources, and time limitations, deadlines or milestones to be achieved With this in mind, PGAL offers the following outline of proposed phases and deliverables. 1 Data Collection Phase analysis and actions will be based on the information received from the City(previous facility planning studies conducted in 3/98 and 12/99) and information derived by PGAL during this phase of the work. Methods for data collection include • re-evaluate/re-write previously collected departmental and administrative questionnaires defining staff, service and space requirements • review space needs and confirm space utilization (existing and proposed)with departmental heads and Selected staff, employing specific staff-to-square feet ratios benchmarked to other cities of like-size and projected growth • conduct existing condition assessments of existing facilities • conduct lease versus own assessments of existing and proposed facilities 2. Space Needs Programming Phase organize and analyze the previously gathered data and make recommendations for short and long-term space needs (5-year, 10- year, 20-year) of the City Methods for analyzing space needs include • assess departmental space needs and employee/service growth • conduct reviews with City staff/Steering Committee • prepare observation reports of current facility utilization • study facility/departmental compatibility assessments (affinities) • prepare and submit Space Needs Programming Report for review and approval 3. Facilities Disposition Study Phase make recommendations concerning facilities to be renovated or remodeled, expanded, repaired, or abandoned, purchased or sold, newly constructed Methods that will allow for assessing facilities and making facilities recommendations include. • determination of new, expanded, renovated /remodeled, or abandoned facilities • prepare financial assessments of proposed capital investments • prepare preliminary facilities report based on conditions and long-term use • conduct reviews with City staff/ Steering Committee • prepare and submit Facility Disposition Report for review and approval 4. Implementation Plan Phase this final phase will merge the work of the Data Collection, Space Needs and Facility Disposition efforts into a single Implementation Plan for presentation to the City(City Council) on recommendations for the utilization, phasing and budgetary costs of current and proposed facilities. The Office of Pierce Goodwin Alexander&Linville 5555 San Felipe;Suite 1000 Houston,Texas 77056 Tel. 713-622-1444 Fax: 713-968-9333 Ms. Mattie Culver) City of Pearland February 12, 2003 (REVISED February 27, 2003) Page 3 of 4 COMPENSATION PGAL proposes to perform the Scope of Work described above on a Lump Sum Basis, as follows. • Phase 1 - Data Collection Phase 110 hours $11,360 • Phase 2 7 Space Needs Programming Phase 120 hours $12,600 • Phase 3 Facilities Disposition Study Phase 80 hours $10,800 • Phase 4- Implementation Plan Phase. 90 hours $ 9,240 Total — Phases 1 —4 400 hours $44,000 *see attached spreadsheet highlighting hours and hourly rates by each classification of employee for each Phase noted above Reimbursable Expenses PGAL would expect to be reimbursed for any out-of pocket expenses we incur on behalf of this project, to include, but not limited to, printing, plotting, photography, special handling or delivery Reimbursable expenses will be billed at cost, and are estimated to be $3,500 Additional Services If services other than those described above are requested and approved by the City of Pearland, they will be billed in addition to the above compensation in accordance with the attached personnel rate schedule Terms PGAL will invoice monthly based on a percentage of project completion Payments will be due within thirty days from receipt of invoice PROJECT SCHEDULE PGAL is prepare id to deliver this planning study with recommendations in accordance with your schedule requirements The services described above can and will be competed within ten weeks of project authorization (see attached schedule) Thank you again'for the opportunity to serve the City of Pearland PGAL looks forward to the commencement and successful completion of this project and have the personnel available to begin this project immediately If you should have any comments or questions regarding this proposal or scope of work, please do not hesitate to contact me at 713-622-1444 (office)or 281-850-0955 (mobile) at your convenience Thank you again for the opportunity to serve the City of Pearland PGAL looks forward to the commencement and successful completion of this project and have the personnel available to begin this project immediately If you should have any comments or questions regarding this proposal or scope of work, please do not hesitate to contact me at 713-622-1444 (office) or 281-850-0955 (mobile) at your convenience The Office of Pierce Goodwin Alexander&Linville 5555 San Felipe,1Suite 1000 Houston,Texas 77056 Tel. 713-622-1444 Fax: 713-968-9333 Ms Mattie Culvert City of Pearland February 12, 2003 (REVISED February 27, 2003) Page 4 of 4 Sinc-rely, I I . Je"reyA. Weiner, AIA Principal CC David Andrews, Jeff Gerber, Alejandro Colom, Christine Braunger— PGAL cityofpearland/proposal2 The Office of Pierce Goodwin Alexander&Linville 5555 San Felipe;Suite 1000 Houston,Texas 77056 Tel. 713-622-1444 Fax: 713-968-9333 City of Pearland PGAL City Wide Space Needs Assessment Study Fee Analysis 2/27/2003 Project Manager Project Planner Production Subtotals Jeff Gerber Jeff Weiner Chris Reubush Hours $/Hour Cost Hours $/Hour Cost Hours $/Hour Cost Hours Cost Data Collection Phase Re-Evaluate/Re-Write Questionnaires Space Needs and Space Utilization Assessments Assessment of Existing Conditions Lease vs. Own Assessment Subtotal 16 $ 150.00 $ 2,400 36 $ 120.00 $ 4,320 58 $ 80.00 $ 4,640 110 $ 11,360 Space Needs Programming Phase Space Needs and Employee/Service Growth Analysis Reviews with City Staff/Steering Committee Observation Reports and Current Facility Utilization Compatibility Assessments/Affinities Space Needs Programming Report Subtotal 20 $ 150.00 $ 3,000 40 $ 120.00 $ 4,800 60 $ 80.00 $ 4,800 120 $ 12,600 Facilities Disposition Study Phase Space Needs and Employee/Service Growth Analysis Financial Assessments Preliminary Facilities Report Reviews with City Staff/Steering Committee Facilities Disposition Report Subtotal 40 $ 150.00 $ 6,000 40 $ 120.00 $ 4,800 0 $ 80.00 $ - 80 $ 10,800 Implementation Plan Implementation Plan Subtotal 12 $ 150.00 $ 1,800 30 $ 120.00 $ 3,600 48 $ 80.00 $ 3,840 90 $ 9,240 TOTALS COSTS 88 $ 600 $ 13,200 146 $ 480 $ 17,520 166 $ 320 $ 13,280 400 $ 44,000 CITY OF PEARLAND City Wide Space Needs Assessment Study WORK PLAN February March 1 April 1 May June I July ID 0 Task Name Duration Start Finish 1/2611 2/2 1 2/9 12/1612/231 3/2 1 3/9 13/1613/2313/30]4/6 14/1314/2014/271 5/4 15/11 15/1815/25 6/1 16/8 16/1516/2216/291 7/6 17/13 1 !CONTRACT NEGOTIATIONS 35 days Mon 2/3/03 Mon 3/24/03 2 I Negotiate Scope of Work and Fee 1 35 days Mon 2/3/03 Fri 3/21/03 pp 3 ® City Council Approval 1 0 days Mon 3/24/03 Mon 3/24/03 3/24 4 I 5 INITIAL MEETING WITH CITY OF PEARLAND/STEERING COMMITTEE 10 days Mon 3/24/03 Fri 4/4/03 6 f Project Start Up,Schedule Meetings,Gather Information • 5 days Mon 3/24/03 Fri 3/28/03 7 Projet Start Meetings,Interviews,Facilities Tour 5 days Mon 3l31/03 I Fri 4/4/03 '-- _�— -- -- - 8 i 9 i DATA COLLECTIONS PHASE 10 days Mon 4/7/031 Fri 4/18/03 j • .1. 10 ® 1 Define Staff,Service,Space Requirements 5 days Mon 4/7/03 i Fri 4/11/03 11 Confirm Space Needs and Utilization 5 days Mon 4/7/03 i Fri 4/11/03 Mg 12 Conduct Existing Conditions Analysis 1 10 days Mon 4/7/03 Fri 4/18/03 R�Cpggs I 13 1 Conduct Lease versus Own Analysis 5 days Mon 4/14/03 i Fri 4/18/03 14 15 1 SPACE NEEDS PROGRAMMING PHASE 20 days Mon 4/14/03 I Fri 5/9/03 18 ® Assess Space Needs and Service Growth Areas 10 days Mon 4/14/031 Fri 4/25l03 Zia 1 17 Conduct Reviews with City Staff/Steering Committee 10 days Mon 4/28/03 i Fri 5/9/03 18 Prepare Observation Reports of Facility Utilization 10 days Mon 4/21/031 Fri 5/2/03 BF jiril .. 19 Facility/Departmental Compatibility Analysis 5 days Mon 4/28/03 1 Fri 5/2/03 tie 20 I Prepare Space Needs Programming Report 5 days Mon 5/5/03 Fri 5/9/03 WE 22 'FACILITIES DISPOSITION PHASE 20 days Mon 5/5/03 Fri 5/30/03 I ill 23 • Determine Facility Usage 10 days Mon 5/5/03 Fri 5/16/03 E 24 j Conduct Financial Assessments 5 days Mon 5/12 003{ Fri 5/16/03EN 1 25 Prepare Preliminary Facilities Report 5 days Mon 5/19/03 i Fri 5/23/03IN 26 I Conduct Reviews with City Staff/Steering Committee 5 days Mon 5/26/03, Fri 5/30/03EIN 27 Prepare Facilities Disposition Report 5 days Mon 5/26/031 Fri 5/30/03 28 29 I IMPLEMENTATION PLAN PHASE 5 days Mon 6/2/03 Fr 6/6/03 r 30 ' Prepare Implementation Plan 5 days Mon 6/2/03 Fri 6/6/03DM 31 32 I PRESENTATION TO CITY COUNCIL 0 days Fri 6/6/03 Fri 6/6/03 ♦6/6 33 Task tt Summary Rolled Up Progress — Split Project.City of Pearland Date:Mon 3117/03 Progress I`"'- "'' Rolled Up Task _,'- - I..-m: �-., , 1 External Tasks ARPPI Rolled Up Split Milestone ♦ Rolled Up Milestone O Project Summary 1$' -- '44 Page 1 03/14/03 FRI 15 48 FAX 1 713 622 0851 ABERDEEN INS SVC IJ 003 , ACORD� CERTIFICATE OF LIABILITY INSURANCE °04/4;z0 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ABERDEEN INSURANCE SERVICES, INC. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 2425 FOUNTAINVIEW, SUITE 300I HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR HOUSTON TX 77057 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 713-622-9296 INSURERS AFFORDING COVERAGE INSURED Pierce, Goodwin. Alexander & Linville, Inc. meuRERA. Transportation Insurance Canally 5555 San Felipe, 61000 INSURERS:American Casualty Reading, PA Houston TX 77056 INSURERC:Transcontinental Insurance Company _ 713-622-1444 INSURER D: I •INSURER E: , COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. POLICY EFFECTIVE POUCY EXPIRATION 1TR TYPE OF INSURANCE POLICY NUMBER DATE(MM/DD/1df1 DATE HMNJDO/YY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY FIRE DAMAGE(Any one fire) I$ 50,000 CLAIMS MADE X OCCUR MED EXP(Any one person) $ 5,000 A TCP2053853634 04/17/2002 04/17/2003 PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GETJ'LAGGR-GATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGO $ 2,000,000 n POUCY n, in LOC AUTOMOBILE COMBINED SINGLE LIMIT $ 1,000,000 X ANY AUTO accident) ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) $ B X HIRED AUTOS 5U1A2024217261 04/17/2002 04/17/2003 BODILY INJURY $ X NON-OWNED AUTOS (Per eca dent) — i PROPERTY DAMAGE $ (Per accident) GARAGE UAIRLITY AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY AGO $ EXCESS LIABILITY EACH OCCURRENCE $ 5,000.000, IOCCUR CLAIMS MADE AGGREGATE $ 5,000,000 A CUP2024217762 04/17/2002 04/17/2003 _ $ _ DEDUCTIBLE $ X RETENTION $ 10,000 yWyB1�I M $ WORKERS COMPENSATION AND X I TOITa. OERT� EMPLOYERS'LIABILITY EL,EACH ACCIDENT $ 500,000 C WC2024217096 04/17/2002 04/17/2003 EL DISEASE-EA EMPLOYEE$ 500,000, EL DISEASE-POLICY LIMIT $ 500A0 OTHER ' A PROPERTY CONTENTS 900,000 TCP2053853634 04/17/2002 04/17/2003 DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLEB/EXCLUSIONS ADDED BYENDORSEMENT/SPECIAL PROVISIONS General Liability and Automobile policies endorsed to include the City of Pearland as Additional Insured. City of Pearland Project #215.03t115.00 CERTIFICATE HOLDER ADDITIONAL INSURED;INSURER LETTER: CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE!SS ,INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN itn of Pearland NonCETo THE a OLDER NAM®TYS�, FA►W RE TO DO so SHALL Attn: Mattis Culver 3519 Liberty Drive IMPOSE N• •BUGA f; .- .BIUTY OF MIND UPON TjH INSU ,ITS AGENTS OR Pearland 1 T% 77581 REP•! 4 ATIVEs ik s AUTHOR!--.• •REG d IVE rr ACORD 25-9(7/97) 1 4ORD ORPORATION 1868 03214/03 FRI 15.47 FAX 1 713 622 0851 ABERDEEN INS SVC Lai vva W DATE MM/DD/YY) ACORD � CERTIFICATE OF LIABILITY INSURANCE 03/14/2003 PRODUCER I THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Aberdeen Insurance Services, Inc- ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 2425 Fountain View, Suite 3001 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Houston 11E 77057 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 713-622-9206 INSURERS AFFORDING COVERAGE INSURED Pierce, Goodwin, Alexander & Linville INSURER A: Greenwich Insurance Company 5555 San Felipe #1000 -INSURER B: Houston 11 77056 INSURER C: INSURER D: I - INSURER E: COVERAGES 1 THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE SEEN REDUCED BY PAID CLAIMS. �y� IIN.TR TYPE OF INSURANCE POLICY NUMBER DATTECyIMDDIW P� DATE(M DDMnN LIMITS GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL UABIUTY FIRE DAMAGE(Any one fire) $ CLAIMS MADE I OCCUR MED EXP(Any one person) $ PERSONAL&ACV INJURY $ GENERAL AGGREGATE $ GENLAGGIREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGO $ n POLICY n 5E4 in LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1 ANY AUTOA (Ea accident} $ ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS Fer person) HIRED AUTOS BODILY INJURY NON-OWNED AUTOS ' (Per acclden $ ' PROPERTY DAMAGE e (Per acaldent GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $ ANY AUTO I OTHER THAN EA ACC $ AUTO ONLY' AGG $ EXCESS LIABILITY EACH OCCURRENCE $ n OCCUR - CLAIMS MADE AGGREGATE $ $ _ nDEDUCTIBLE $ _ RETENTION $ $yA $ I WORKERS COMPENSATION AND TWOG I)YIU6 eq EMPLOYERS'LIABILITY Ea.EACH ACCIDENT $ E.L.DISEASE-EA EMPLOYEE $ EL DISEASE-POLICY LIMIT $ OTHER PROFESSIONAL LIABILITY PEC0009834 08/12/2001 08/12/2004 EACH LOSS 5,000,000 A AGGREGATE 5,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Project: City of Peariand #1215.03015.00 CERTIFICATE HOLDER ADDITIONAL INSURED;INSURER LETTER: CANCELLATION ._^_ SHOULD ANYOF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE I';DING SURER WILL ENDEAV 30 DAYS WRITTEN City of Pearl and Attn Mettle Culver NOTICE TO - ER aiii, TE OLDER NAM O THE LEFT,B AILU TO DO SO SHALL. 3519 Liberty Drive IMPOSE E. OBLIGA T ■•.- LITY OF A (KIND UPON E INSU ITS AGENTS OR Pearl and I TX: 77581 REAR 7 ATIVES. lir AUTHORIZE t A y - EN ,71 '- 1 ACORD 25-S(7/97) 40 ACORD CORPORATION 1988 City of Pearland Request for Proposal October 29,2002 RFP 2003-013 Consulting Services For CREATION OF A CITY WIDE SPACE NEEDS ASSESSMENT The City of Pearland is soliciting Requests for Proposals(RFP)for furnishing the consulting services set forth in this specification. ORIGINAL AND TEN(10)COPIES OF COMPLETED PROPOSAL SUBMISSION MUST BE MAILED TO- TOBIN MAPLES, AICP C/O MATTIE CULVER,PUBLIC AFFAIRS DEPT 3519 LIBERTY DRIVE PEARLAND, TEXAS 77581 Closing Time/Date: 5:00 P.M. FRIDAY,NOVEMBER 15, 2002 OR BEFORE All responses are due in the by the due date,in sealed envelopes or boxes marked"City Wide Space Needs Assessment" Any response received after the date will not be considered. The City of Pearland reserves the nght to accept or reject, in part or in whole, any responses submitted and to waive any technicalities in the best interests of the City Or county If Questions, contact Tobin Maples, Executive Director of Community Services, 3519 Liberty Dr, Pearland, Texas 77581 or call 281 652.1600. 1 City of Pearland, Texas Request For Proposal Consulting Services For A City Wide Space Needs Assessment/ Assessment Report I. PURPOSE This Request For Proposal (RFP) is in response to the need for architectural services for a City Wide Space Needs Assessment. The City of Pearland, Texas (pop. 42,000)is a community located in the northern portion of Brazoria County, and about 18 miles south of downtown Houston. The City is seeking the services of a qualified architectural firm to create a City Wide Space Needs Assessment, in the form of an Assessment Report that provides to the City an objective and complete review and analysis of current and future space needs. In the next decade,Pearland is expected to grow to a population of close to 100,000+residents that will require the wide range of services currently offered by the City of Pearland organization. The intent of this solicitation is to obtain the professional architectural services of a firm with demonstrated experience in designing a City Wide Space Needs Assessment. The Scope of Service will include projecting the size,location, and general layout of facilities required to meet the City's projected population. II. DISCUSSION The exact site(s)for any new/proposed facilities has yet to be determined. A project analysis to determine potential sites, and the programming for any such sites identified in the assessment will need to be completed before design for any proposed facihties can begin. Programming for the City Wide Space Needs Assessment is an essential part of this contract. The team responsible for this activity should be clearly identified and their experience detailed. The project analysis and programmmg phase will result in a project design manual that will be the basis for the design of any proposed facilities. The RFP must include(but is not limited to). • Information gathering and analysis plan • Citizen and staff participation methodologies that will acurately determme space needs(i.e. questionnaires,meetings,preliminary determination of square footage needs) • Existmg facilities audit methodology • Developed options for facility use and needs • Developed timelines and budgets for each facility 2 III. PROPOSAL FORMAT(Include the following.Maximum page count indicated.) A. Executive Summary to include name, address and telephone number of the firm submitting the proposal, a summary of the firm's interest m this project and the name of one or more individuals authorized to represent the consultant m its dealings on a contractual basis. The Executive Summary should also include a statement that mdicates if current workload allows for this project to be completed on an accelerated schedule, and include a brief summary of project key points and approach to accomplishing a successful assessment(2 pages) B Names and qualifications of principals and individuals employed by the firm who will participate in this project and their individual responsibilities. Also include the experience of these individuals in similar projects. (10 pages) C Verifiable experience on a similar size and complexity of projects. Experience should be specific and mdicate the level of involvement of project completed by the firm responding to this RFP and a description of services contributed. Related work experiences should closely match that described under the Discussion heading. Emphasis should be placed on relevant work undertaken in Cities similar in size and growth patterns to the City of Pearland. (10 pages) D Verifiable expenence with projects for governmental entities and examples of projects completed on time and within owner-established budget to include the Project Name/Locatifon, Year Completed, Construction Cost, Owner's Budget, Owner Representative, Phone Number, Project Description and level of mvolvement by firm responding to this RFP (5 pages) E. References to include Contact Person,Address and Phone Number (2 pages) F A narrative outline describing the methodology to be taken by the consultant firm which discusses any concerns that must be addressed in a project of this nature. The methodology should address the firm's ability to stay within budget and what methods of cost containment will be utilized. Methodology information should include the firm's approach to accomplishing the work described under the Discussion heading. This section should demonstrate the firm's understanding of the Pearland area, local growth trends, and the relationship between govermental agencies and stakeholders. (5 pages) G A list of the sub-consulting firms included in the proposed professional consulting team, including all disciplines initially determined to be required on this project and a summary of qualifications for each. Qualifications for consulting firms should include a summary of prior expenences with the architect, ability to interface technology with the architect 3 and a statement of the consultant's availability and commitment to the project. (1 page per consultant) H. A disclosure statement, which shall disclose all potential conflicts of interest, related to this project. This disclosure statement must be addressed specifically in your response, even if no conflict exists. (1 page) I. Firm shall disclose any outstanding claims against the firm. (1 page) J Firm shall include a list of all current msurance applicable to this project, mcludmg limits of coverage,and deductibles. (1 page) K. Firm shall include a current audited financial statement. IV RFP EVALUATION PROCESS The Request for Proposals will be evaluated using a one Hundred(100)-point system on the following categories: A. Responsiveness to the Request for Technical Qualifications. (15 points) 1. Requested information included and thoroughness of response. 2. Understanding of the project scope of work. 3 Proposed approach to project orgamzation. 4 Clanty and brevity of the response. B Staffing Plan. (30 points) 1 Provision for the required disciplines and skills. 2 Provision for participation by firm's key personnel. 3 Qualifications of key personnel adequate for requirement. 4 Qualifications of proposed consulting team. C Firm's capability to provide the services. (35 points) 1 Background of the firm. 2. Relevant experience of the firm. 3 Specific experience on active government projects. 4 Methodology proposed to meet objectives of the project. 5 Location in the general geographical area of the project and knowledge of the locality of the project. 6 References. D Track record of projects completed on time and within budget. (20 points) 4 The City will score each submission to determine the most qualified proposer. The City may select the architect based on the proposal score or after interviews and or presentations until one firm is selected for negotiations. If a satisfactory fee schedule cannot be negotiated, the city will stop negotiation and begin negotiations with the next qualified firm until a fee schedule is successfully completed. V QUALIFICATIONS STATEMENTS Response to this RFP should be limited to the following maximum page limitations and specified format in order to simplify evaluation. Pages should be 8 1/2 x 11 inches in a point type that is legible and easily read. All sections should be properly identified. RFQ should be available electronically if needed. 5 F Vendors receiving the Space Needs Assessment RFP Vendor Response Final Status PGAL Yes Invited to interview - chosen Levy & Associates Yes Invited to interview - eliminated BN Kirksey Yes Invited to interview - eliminated Randall Scott Yes Panel chose not to interview CLR Yes Panel chose not to interview The Wallace Group None Eliminated PDH& Assoc Declined Eliminated McGuff None Eliminated Hall/Barnum Declined Eliminated r� a (ro ��S'� ACORD CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YY) 03/14/2003 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Aberdeen Insurance Services, Inc ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 2425 Fountain View, Suite 300 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Houston TX 77057 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW 713-622-9296 INSURERS AFFORDING COVERAGE INSURED INSURER A: Greenwich Insurance Company Pierce, Goodwin, Alexander & Linville 5555 San Felipe #1000 INSURER B: Houston TX 77056 INSURER C: INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POUCY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LTRDATE(MM/DD/YYI DATE(MM/DD/YYI GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL UABIUTY FIRE DAMAGE(Any one fire) $ CLAIMS MADE OCCUR MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE UMIT APPUES PER: PRODUCTS COMP/OP AGG $ POLICY PRO LOC JECT AUTOMOBILE LIABILITY COMBINED SINGLE OMIT ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) HIRED AUTOS BODILY INJURY $ NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTO ONLY EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY• AGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION -$ $ WORKERS COMPENSATION AND WC S LIMIT O . TORY LIMITS ER EMPLOYERS'LIABILITY EL EACH ACCIDENT $ E.L.DISEASE EA EMPLOYEE $ EL DISEASE POUCY UMIT $ OTHER PROFESSIONAL LIABILITY EACH LOSS 5,000,000 PEC0009834 08/12/2001 08/12/2004 A AGGREGATE 5,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Project City of Pearl and #215 03015.00 CERTIFICATE HOLDER ADDITIONAL INSURED;INSURER LETTER: CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE I'-UING NSURER WILL ENDEAV 30 DAYS WRITTEN City of Pearl and NOTICE TO T.' ER 2 TE OLDER NAM O THE LEFT,B FAILU. TO DO SO SHALL Attn Hattie Culver 3519 Liberty Drive IMPOSE OBLIGA+' � LITY OF A KIND UPON E INSUR,ITS AGENTS OR Pearl and TX 77581 REPRES`. ATIVES. AUTHORIZE .TI .4111111,: ACORD 25-S (7/97) ©ACORD CORPORATION 1988 ACORDTM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YY) 03/14/2003 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ABERDEEN INSURANCE SERVICES, INC ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 2425 FOUNTAINVIEW, SUITE 300 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR HOUSTON TX 77057 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW 713-622-9296 INSURERS AFFORDING COVERAGE INSURED INSURER A: Transportation Insurance Company Pierce, Goodwin, Alexander & Linville, Inc P mP Y 5555 San Felipe, #1000 INSURER B: American Casualty Reading, PA Houston TX 77056 INSURER C: Transcontinental Insurance Company 713-622-1444 INSURER D: INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LTR DATE(MMLDD/YY) DATE(MM/DD/YY) GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL UABIUTY FIRE DAMAGE(Any one fire) $ 50,000 CLAIMS MADE X OCCUR MED EXP(Any one person) $ 5,000 A TCP2053853634 04/17/2002 04/17/2003 PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'LAGGREGATE LIMIT APPUES PER: PRODUCTS COMP/OP AGG $ 2,000,000 POUCY n PRO-T n LOC JEC AUTOMOBILE LIABILITY COMBINED SINGLE UMIT $ 1,000,000 X ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) B X HIRED AUTOS BUA2024217261 04/17/2002 04/17/2003 BODILY INJURY $ X NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY EA ACCIDENT $ ANY AUTO EA ACC $ OTHER THAN AUTO ONLY' AGG $ EXCESS LIABILITY EACH OCCURRENCE $ 5,000,000 OCCUR CLAIMS MADE AGGREGATE $ 5,000,000 A CUP2024217762 04/17/2002 04/17/2003 $ DEDUCTIBLE $ X RETENTION $ 10,000 $ WORKERS COMPENSATION AND WC STATU- OTH- EMPLOYERS'LIABILITY X TORY LIMITS ER E.L.EACH ACCIDENT $ 500,000 C WC2024217096 04/17/2002 04/17/2003 EL DISEASE EA EMPLOYEE $ 500,000 EL DISEASE POUCY UMIT $ 500,000 OTHER A PROPERTY 1CP2053853634 04/17/2002 04/17/2003 CONTENTS 900,000 DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS General Liability and Automobile policies endorsed to include the City of Pearl and as Additional Insured. City of Pearl and Project #215 03015.00 CERTIFICATE HOLDER ADDITIONAL INSURED;INSURER LETTER: CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,THE ISS. •INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN City of Pearl and NOTICE TO THE CE•- ICATE OLDER NAMED TO AILURE TO DO SO SHALL Attn Hattie Culver � 3519 Liberty Drive IMPOSE N• •BLIGA"?,T•T: 0• LIABILITY OF Y KIND UPON T INSU R,ITS AGENTS OR Pearl and TX 77581 REPREi TATIVES. AUTHOR! '.•REPRES A IVE ACORD 25-S(7/97) � RD dORPORATION 1988 Client#: 171819 PIERCGOO ACQRDTM CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 08/10/07 PRODUER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION USI Southwest ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE P O.Box 218060 HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW Houston,TX 77218 713 490-4600 INSURERS AFFORDING COVERAGE NAIC# INSURED INSURER A. XL Specialty Insurance Company 37885 Pierce Goodwin Alexander&Linville INSURER B: PGAL, LLC INSURER C: 5555 San Felipe Ste 1000 INSURER D: Houston,TX 77056 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR. MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADD'L TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS LTR INSRD DATE(MM/DD/YYI DATE(MM/DD/YY) - GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED COMMERCIAL.GENERAL LIABILITY PREMISES(Ea occurrence) $ CLAIMS MADE OCCUR MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS COMP/OP AGG $ POLICY nPRO-T n LOC JEC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT ANY AUTO (Ea accident) $ ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) HIRED AUTOS BODILY INJURY NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTO ONLY EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY AGG $ EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ TH- WORKERS COMPENSATION AND T WC LIMIT ER LIMITS ER EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNERJEXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? E.L.DISEASE EA EMPLOYEE $ If yes,describe under SPECIAL PROVISIONS below E.L.DISEASE POLICY LIMIT $ A OTHER Professional DPR9608459 08/12/07 08/12/08 $5,000,000 per claim Liability $5,000,000 annl aggr DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS City of Pearland Project#215.03015.00 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of Pearland DATE THEREOF THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN Attn. Mettle Culver NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,BUT FAILURE TO DO SO SHALL 3519 Liberty Drive IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER,ITS AGENTS OR Pearland,TX 77581 REPRESENTATIVES. AUTHORIZED REPRESENTATIVE U I rl /� ACORD 25(2001/08)1 of 2 #M1532300 KHLHA © ACORD CORPORATION 1988 IMPORTANT If the certificate-holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer,and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25-S(2001/08) 2 of 2 #M1532300 DATE(MMIDDIYYYY) ACORD CERTIFICATE OF LIABILITY INSURANCE ATE VDDWYY /2006 PRODUCER 432-571-4900 FAX 888-794-2604 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Stoltz and Company, Ltd. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AMEND,EXTEND OR 3300 North A Street ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW Suite 1100 Midland, TX 79705 INSURERS AFFORDING COVERAGE NAIC# INSURED Pierce Goodwin Alexander & Linville INSURER A: Continental Casualty PGAL, LLC INSURER B: Transportation Insurance Co 5555 San Felipe INSURERC: Valley Forge Insurance Co Suite 1000 INSURER D: Houston, TX 77056 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSRL ADM TYPE OF INSURANCE POLICY NUMBER POLICY A ITCE(MMFIDDTIYY) POLICY (EXPIRATIO)N LIMITS GENERAL LIABILITY TCP 2053853634 04/17/2006 04/17/2007 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED $ 100 000 PREMISES(Ea occurence) r CLAIMS MADE II OCCUR MED EXP(Any one person) $ 10,000 A I 1 PERSONAL 8 ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEML AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $ 2,000,000 —I POLICY n jEC n LOC AUTOMOBILE LIABILITY BUA 2024217261 04/17/2006 04/17/2007 COMBINED SINGLE LIMIT X ANY AUTO (Ea accident) 1,000,000 ALL OWNED AUTOS BODILY INJURY SCHEDULED AUTOS (Per person) $ A X HIRED AUTOS BODILY INJURY X NON-OWNED AUTOS (Per accident) $ PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTO ONLY-EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY AGG $ EXCESS/UMBRELLA LIABILITY CUP 2024217762 04/17/2006 04/17/2007 EACH OCCURRENCE $ 5,000,000 X OCCUR CLAIMS MADE AGGREGATE $ 5,000,000 B $ DEDUCTIBLE $ RETENTION $ 0 $ WORKERS COMPENSATION AND WC 2024217096 04/17/2006 04/17/2007 X ORY LIAMITs ER EMPLOYERS'LIABILITY -- C ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If es,describe under SIy'ECIAL PROVISIONS below E.L.DISEASE POLICY LIMIT $ 1,000,000 OTHER WC 2053853620 04/17/2006 04/17/2007 E L Ea Acc $1,000,000 B Workers Comp & E L for California E L Dis Ea Emp $1,000,000 E L Dis Pol Lmt $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS City of Pearland Project #215 03015 00 Blanket Additional Insured on all policies, (except Workers Compensation), as required by written contract and Blanket Waiver of Subrogation on all policies, as required by written contract, with respect to work performed by the named insured(s) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF THE ISSUING INSURER WILL ENDEAVOR TO MAIL City of Pearland 10 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, Attn Hattie Culver BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY 3 519 Liberty Drive OF ANY KIND UPON THE INSURER,ITS AGENTS OR REPRESENTATIVES. Pearl and, TX 77581 AUTHORIZED REPRESENTATIVE 7 Mark A Stoltz/TCH ACORD 25(2001/08) ©ACORD CORPORATION 1988 { IMPORTANT If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s),authorized representative or producer,and the certificate holder,nor does it affirmatively or negatively amend,extend or alter the coverage afforded by the policies listed thereon. ACORD 25(2001/08) CITY OF PEARLAND City Wide Space Needs Assessment Study WORK PLAN ID 1 0 3 4 5 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 A Task Name CONTRACT NEGOTIATIONS Negotiate Scope of Work and Fee Issue Notice to Proceed INITIAL MEETING WITH CITY OF PEARLAND / STEERING COMMITTEE Introductions, Meeting, Facilities Tour DATA COLLECTIONS PHASE Define Staff, Service, Space Requirements Confirm Space Needs and Utilization Conduct Existing Conditions Analysis Conduct Lease versus Own Analysis SPACE NEEDS PROGRAMMING PHASE Assess Space Needs and Service Growth Areas Conduct Reviews with City Staff / Steering Committee Prepare Observation Reports of Facility Utilization Facility / Departmental Compatibility Analysis Prepare Space Needs Programming Report FACILITIES DISPOSITION PHASE Determine Facility Usage Conduct Financial Assessments Prepare Preliminary Facilities Report Conduct Reviews with City Staff / Steering Committee Prepare Facilities Disposition Report IMPLEMENTATION PLAN PHASE Prepare Implementation Plan PRESENTATION TO CITY COUNCIL aldfnmlwq Duration 25 days 25 days 0 days 5 days 5 days 10 days 5 days 5 days 10 days 5 days 20 days 10 days 10 days 10 days 5 days 5 days 20 days 10 days 5 days 5 days 5 days 5 days 10 days 10 days 0 days Start 1 day 2/3103 2/3/03 3/7/03 3/10103 3/10/03 3/17/03 3/17/03 3/17/03 3/17/03 3/24/03 3124/03 3/24/03 4/7/03 3/31/03 4/7/03 4/14/03 4114/03 4/14/03 4/21/03 4/28/03 5/5/03 5/5/03 5/12/03 5/12/03 5/23/03 5/26/03 Finish 3/7/03 3/7/03 3/7/03 3/14/03 3/14/03 3/28/03 3/21/03 3/21/03 3/28/03 3/28/03 4/18103 4/4/03 4/18/03 4/11/03 4/11/03 4/18/03 5/9103 4/25/03 4/25/03 5/2/03 5/9/03 5/9/03 5/23103 5/23/03 5/23103 5/26/03 1/19 1/26 2/2 2/9 2/16 3/2 March 3/16 3/23 3/30 4/6 April 4/20 May 4/27 5/4 5/11 5/18 5/25 6/1 Project: City of Pearland Date: 2/28/03 Task Progress Milestone Summary Rolled Up Task (� Rolled Up Milestone 0 Rolled Up Progress External Tasks Project Summary Split 11111111111111 Rolled Up Split External Milestone \\ Deadline Page 1