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HomeMy WebLinkAboutStaff Report 5.D 7/1/2013 � t i4 Ronda/ Iteww#5.f3 QD I85g DATE: July 1,2013 TO: Honorable Mayor and Members of the City Council FROM: John C. Brown, City Manager SUBJECT: Resolution Authorizing an Agreement for Planning-Services with Metropolitan Planning Group RECOMMENDATION It is recommended that'the'City-Council adopt the_attached ResolutionAuthorizing the City Manager to execute anew agreement with the Metropolitan.Planning,Group to provide contract planning:services to-the City. BACKGROUND In`2008-09;.due to budgetary constraints;Community Development Department staffing was reduced and functions not directly tied to a source of permit or cost recovery revenue were cut back or eliminated, to matchtanticipated-revenue. Thisrestr-icted public,counter hours and direct phone access, made staff adailable'byappointment,only, and curtailed Code revisions, "Green" programs,,and Public Art program-coordination. Programssuch as flood plain administration and code enforcement were assigned to`other departments.:Since.May-2009, Building has operated as a standalone division, and Advanced Planning has been handled by a Senior Planner. Both report to the City Manager. In.late:spring 2009, it was determined that a fully contracted,iriodel appeared the most viable option to provide planning services within,the given revenue constraints. Proposals were solicited from consulting firms,to provide current planning services on'a'cost-recovery basis. A one year contract was awarded to Metropolitan.Planning Group (M-Group)-in July.2009. M- Group was selected based on-their understanding;of the City'sineeds, cost recovery-strategy, experience providing planning services in the Bay Area,customer service orientation, and depth of staff available to support increases in Petaluma's workload. Since that time,M-Group has provided the full range of seivicesrequired of an in-house planning;department: They operate from City Hall and;have restored access to the public to four days per week'with-32,hours of counter coverage per-week. Th&Planning,Manager provides on- site management throughout the week,and coordinates with the City Manager's office and the City's senior managementteam. Three former City staff members'were hired by the M-Group, to provide continuity:and institutional memory, and havelbeen valuable`in the transition from an in- Agend a:Rev iew: ' City Attorney Finance Director , I City Manager I house to a contracted.program, Organizationally, M-Group employs several more planners who can be drawn upon for;additional support, depending on demand. M-Group coordinates with the Senior Planner in the City Manager''s Office and contributestto advanced.pl"anning projects. DISCUSSION The original agreement with M-Group provided fora one year that could be extended for three subsequent one-year periods. The current(term epires July 31, 2013, and represents the end of the available extensions:under that agreement.The economics that prompted the City's contracting for planning services;have not appreciably improved;;a cost recovery-based planning program remains necessary nowaslit'was four;years ago. The:City`is'not in a financial position to re-staff an in-house department,,nor is there;time to do so without disrupting projects currently being processed. Such an effort would require several months of lead;time, from policy decision, through recruitment and hiring:For the sake of consistency,,predictability, cost effectiveness and continuity of,services a new three-year contract with the option-of two one-year extensions is. desirable and is recommended for Council approval. It should be noted that While.M-Group has dedicated 9 planners to the Petaluma contract, their actual time spent equates to 5.3 FTE's. This sort of flexibility-is less;easily'achievable with in- house staff, making•cost control,more difficult as well Moreover, M-Group has proven themselves highly competent in`providing planning services to She City. M-Group,has done so withintthe City's expenditure limitations ;and has made progress eliminating backlogs, processing applications, improving internal processes, enhancing customer service, and contributing to previously delayed projects such as:the-Public.Art Master Plan. M-Group has integrated well with'City staff and has improved communication and coordination With City departments. They have-been responsive to staff,Council,and public inquiries. They have also made a strong effort to'achieve cost recovery by staying current with billings and by reducing outstanding balances owed to the City. As reported in the Fiscal Year (FY) 2013 End of Year Summary report (through April 2013), M- Group:has taken in 39.planning applications. Through MayofFY 2013:the Planning Division has staffed ten Planning Cominisiorr meetings and three joint Historic and Cultural Preservation/Planning Commission meetings. Additionally, through April the Planning Division has completed 300 building permit plan check reviews,have:had 1,762 counter visits, 820 phone. calls,cand,607 general planninginformation.e-mails (petalumaplaririing c ci.petaluma.ca.us). M-Group'has:prepared year-end;summaries'of its activities over the past 4.years. This information is,provided in-Attachment 2. The icost recovery deposit balance (through-April 2013)for=all planning entitlement projects is $591,098..This FY 2013*the Planning Division'has received'$630,3'44.22-in cost recovery deposits:and:$61r7,812 in,cost recovery expenses (which include all other department's expenses, legal fees,and outside consultant review). M-Group'focused.heavily on improving communication and coordination within City departments by re-esstablishingthe Development Review Committee (DRC). The DRC meets weekly to share updates on new projects and discuss pertinent review issues. Each DRC meeting I 2 is:regularly attended by representatives fromBuilding; Public Works, Fire, Economic Development, Advanced Planning,Police, Water Conservation, Transit, and Planning. These face-to-face meetings have been instrumental in,speeding up the review process.as they facilitate understanding and agreement in a much-more compact timeframe.compared to paper routing of comments. . M-Group continues in it process improvementaefforts.bycompleting;:.updates to.theapplication forms and handouts for current planning,+and updating the website information and structure for a more user friendly feel with up to date information. The Planning Division has also had a seamless transition from Aecel'a•PermitTracki'iig system to the EDEN Permit and.Inspections module. This-required M-Group staff involvernent.to tailor the program, implement, and work collaboratively with other departments withoutinterruption to providing excellent service to our customers. In FY 2013 M-Group began staffing the PetalumaPublic-Art Committee(PPAC) and has been assisting the Committee'in finalizing the Petaluma PublicArtMaster Plan,and drafting Text Amendments to Chapter 18 of the Implementing Zoning,Ordinance and updating the committee's enablinglegislation and procedural guidelines. Since accepting,this engagement, M-Group has worked,hard to establish credibility with the community and the City Council, and to improve perceptions regarding customer service.They have also strived,to expeditiously processactive applications to the appropriate decision points, and eliminated the backlog of inactive projects: When the City and vl-Group embarked on thismodel, there was no guarantee that M-Group could achieve full cost recovery: The relationship between;the City and M-Group was based on a model that M-Grimpsoughtto perfect:for,application in;otherjurisdictions. limas felt that with sufficient development:activity, theicosttecovery model would work for M-Group,,and would greatly limit General Fund exposure'to the costs of current planning. In the first year of thercontract;M-Group limited its billings for non-cost recovery items to the $40,000 included in the City's 2009-10`budget Due to the amount that M-Group absorbed in non-recovered costs, that amountwaS raised to $75,000 in the subsequent three years. Non- recovered costs continue to exceed the 200 hours of included Base Level services and the amount budgeted ($75,000) by-an average of$3,216 per month on average this fiscal year. The new contract`increases this amountto'$100,000,included in the 201 3-1.4 budget, and is expected to help balance M-Group'S losses for non recoverable costs such as responding to counter and phone inquiries that'do,not.result in applications in.ad'dition,to M-Group's coordination with city departments,on general planning matters and meetings with the:CityManager and staff that are not properly'attributable;to anapplicant's need for project,processing. The attached,contract;provides for a three-year.agreement with-the option of two one-year extensions for a total of five years,starting August 1,,2013.:Exhibit B of the attached agreement dictates the rates. Theaagreementmaintains the cost-recovery rates set,forth in FY 2010-2011. The)Base Level rates are proposed to increase to be 75% of the hourly Cost Recovery rates instead of'the?current„60%. Increasing the Base Level rates will not result in an increase in costs 3 to the City since the Base Level charges are capped by the total budget for Base Level per month. The fee structure has also been updated to reflect the,current staffing model. FINANCIAL IMPACTS $100,000 has.been budgeted for FY 2013-2014 to support the City's costs for base-level planning services. Remaining work perfortnedunder the proposed'agreement will be conducted on a cost recovery and fee for service basis. ATTACHMENTS 1. Resolution 2. Summary Report 3. Professional Services Agreement Exhibit A Scope of Work Exhibit B Hourly Rates Exhibit B-2 Insurance Requirements • Exhibit C Living Wager Acknowledgement ' I 4 ATTACHMENT 1 RESOLUTION APPROVING, AND,AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WIT METROPOLITAN PLANNING•GROUP;:INC.TO PROVIDE CURRENT PLANNING SERVICES WHEREAS, on July 12, 2009 the City Council approved:and authorized the City Manager to execute on behalf of the city of Petaluma a Professional Services.Agreement with Metropolitan Planning Group, Inc. to provide:current planning services on-a:cost recovery basis: and WHEREAS, said agreement provided for one-year term with allowance for extensions for an additional three years; and WHEREAS, said agreement's term is scheduled to expireon July 31, 2013; and WHEREAS,Metropolitan,Planning>Grouphas provided current planning services for the city on a cost effective basis, has reduced the backlog of planning applications, has increased office hours and access to the public, and has'improved..customer service and planning processes: and WHEREAS, it is desirable to maintain these results, and continuity of planning services; and WHEREAS,.Metropolitan Planning Group has proposed'minor revisions to the scope of work and rate schedule referenced in the new agreement; and WHEREAS, these revisions are necessary to maintain program•improvements and continuity. NOW, THEREFORE, BE IT RESOLVED that the Petaluma City Council hereby approves and authorizes the City Manager'to execute'on',behalf of the City of Petaluma a Professional Services Agreement with Metropolitan Planning Group, Inc. effective:August 1, 2013. 5 ATTACHMENT 2 M Group Summary Report . Publict:Counter Statistics, FY 2010-2011- Counter Visits: 1603 Phone Calls: 1480 • FY 2011-2012- Counter Visits: 1540 Phone Calls:-1325 FY2012-2013- Counter Visits: 1,762 Phone'Callss 820 Email: 607 Plan Checks completed by Planning Division FY 2010-2011-Plan Checks: 132 FY 2011-2012- Plan Checks:. 189 FY2012-2013 Plan Checks`: 300 Over the Counter Planning Permits` FY 2010-2011- Planning Permits: Home Occupation:Permits 213 Fence Permits 38 Zoning Permits 8 FY 2011-2012- Planning Permits: Home Occupation Permits 200 Fence Permits 44 Zoning Permits 6 • FY 2012-2013 - Planning Permits: Home Occupation,Permits 158 Fence Permits 48 Zoning Permits 10 Submitted Planning Applications FY 2010-2011 - Planning Applications: R'eceived': 48. FY 2011-2012 - Planning Applications: Received:s60 FY 2012`2013 - Planning Applications: Received: 39 FY 2012-2013.Pu61ie Hearings City Council 7 Planning:Commission meetings 10 Historic and Cultural Pres Committee 3 Public Art Committee 7 Projects Reviewed in FY'2012-2013: Site•Plan and Architectural Review: Bard Resdencei(520'First Street) North McDowellCommons(71.8-750 N McDowell) Deer Creek Village 360 Church_(8791901 Lindberg) Lynch Creek Plaza 6 1 Historic SPAR: Shasta Ave Stilt House (55 Shasta Ave) Carithers Building Renovation(109 Kentucky Street), Hansen House (718 N McDowell) Public Convenience or Necessity: Target PCN Sprouts PCN Bev Mo PCN Policy Documents: Public Art Master Plan and 1ZO Up_dates TOD Master Plan and Smart Code Update Environmental Review: Denman Reach phase 3 MND Davidon'DEIR SMART Rail Station.Areas:TOD Master Plan MND Administrative Review: 707 Sports Fitnessl.Club;(CUP) Cherry Hill 13&13 (CUP): Gymnastics Facility (CUP) Quick.Smog'For Less (CUP) 101.North Brewing Company (CUP) River Montessori'(CUP) Vieira Residence (Historic SPAR) Corkscrew WineBarr(HistoricSPAR) Ongaro House (HistoricSPAR) Mountanos Coffee (SPAR) AT&T Antenna(SPAR) Walnut Park Grill (SPAR) Greenbrier Renovation (SPAR) Lewis:Building (SPAR) Transit Center(SPAR) Henderson Marine:(SPAR) SVHS Backstop (SPAR) Wilmington,Pump.Station (SPAR) Holin.Road:Loading•,Dock'(SPAR) OSH Garden Center (SPAR) Quick Stop (SPAR) Biosearch (SPAR) 200 West.(TPM) Cornerstone Properties(TPM) Preliminary Reviews: Cornerstone Subdivision,(1440 N McDowell) West Street`PUDr(200 West Street) Haystack:Mixed Use (215'Weller Street) Petaluman Boutique Hotel 7 Major Projects.in Review: Davidon. Sid Commons Corona Road Subdivision Casino 101 Lynch Creek Plaza Ferrin Subdivision Maria Drive Apartments Addison Ranch 2009 - 2013 Process Improvements.' • Maintain public counter,hour§ from 8:00 to 12:00 and 1:00 to 5:00, Monday thru Thursday. • All calls returned within 24 hours. • "First hour free"policy forapplicants to discuss project prior'to submittal. • Development of standard templates.to streamline preparation of Staff Reports and Resolutions. • Creation of updated Initial Study template to streamline preparation,of environmental review documents. • Online time tracking for all staff with ability to generate detailed project reports for applicants. • Reduced outstanding Cost Recovery amounts due to City by over 100%. • Weekly Development`Review Committee meetings toh improve communication and inter Departmental coordination. • Working closely with IT to improve Community Development webpage and provide greater access to information. • Update all planning forms and-handouts. • Weekly tracking of Cost Recovery balances and.prompt follow-up action taken. • Monthly invoicing of all cosfr'ecovery'accounts with balances. • Improved_coordination-With other city departments and Advance Planning function. • Implementation and transition from old permit tracking system to citywide EDEN program • Provide staffing to Petaluma Public Art Committee. 8 .PROFESSIONAL SERVICES-AGREEMENT METROPOLITANTPLANNING GROUP, INC.FOR PLANNING SERVICES FY 14/15 Fund# 1100 Cost Cenier 12700. Object Code 54160 Project#: Amount$see Exhibit A For multi-year:contracts or contracts with multiple accounts: FY 15/16 Fund 1100 Cost Center .12700.. Object Code.54160 •Project# Amount$see Exhibit A FY 16/17 Fund# 1100 Cost Center 12700. 'Object Code 54160 Project# Amount$see Exhibit A THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is entered into and effective as of , 20. ("E€fective,Da_te"),.by and between the City of Petaluma, a municipal corporation and a charter city ("City") and Metropolitan Planning Group, Inc., a planning consultant ("Consultant") (collectively, the "Parties"). WHEREAS, the Parties enter into this Agreement; for the purpose of Consultant providing professional services to City under the terms and conditions set forth herein. THEREFORE, in consideration ofthe mutual covenants contained in this Agreement, the Parties agree as follows: 1. Services. Consultant shall provide the services as described in and in accordance with the schedule set forth in Exhibit "A attached hereto and incorporated herein ("Services"). 2. Compensation;:Business.TaxCertifcate. A. For the full performance of the Services as described, herein, City shall p com ensate Consultant for time billed, in accordance with the terms set forth in a, Exhibit "B" attached hereto and incorporated herein ("M-Group Rate'Schedule"). Consultant shall, to the greatest extent possible, provide'the Services specified in Exhibit A on a-full Cost recovery basis. B. Consultant shall submit detailed monthly invoices reflecting all services performed during the preceding month, and including a revised schedule for performance and additional documentationrequested by City, as applicable. C. Consultant shall be compensated for services in addition to those described in Exhibit A, only if Consultant,and City execute a written amendment to this Agreement describing the additional services to be performed and the compensation to be paid for such"services D. Notwithstanding any provision herein, Consultant shall not be paid any compensation until such time as Consultant has on file with the City Finance Department a current W-9 form available from the IRS website (www.irs;gov) and has obtained'a currently valid Petaluma business.tax=certificate. E. City's obligation to pay compensation to Consultant as provided herein is contingent upon i Consultant's performance of the Services pursuant to the terms and';conditionsof.this Agreement and atiy amendments thereto. Professional Services Agreement (iManage#609321 (March2013) 3. Term. The term of this Agreement commences on,the Effective Date, and terminates on July 31, 2016, unless sooner terminated in accordance with Section 4. The Agreement may be renewed for up to two (2) consecutive;one-year periods. Any such extension period must be agreed to in writing through an amendment to this Agreement. At least 45 days prior to expiration date, Consultant shall provide written notice to City of Consultant's desire to reneww for one°additional one-year. term. It shall be within the City's sole discretion whether the existing term shall be renewed. Upon termination, any and all of City's documents or, materials provided to Consultant:and any and all of the documents or materials-prepared for City or relating to the performance of the Services, shall be delivered to the City as soonsas possible, but not later than fourteen (14) days after termination of the Agreement. 4. Termination. City may terminate this Agreement without cause upon thirty (30) days' written notice. Consultant may terminates this Agreement upon sixty (60) days written notice. City may immediately terminate or suspend•:this Agreement for cause. Cause for immediate termination or suspension shall include,but;not.be limited to, any breach of this Agreetnentby Consultant or.Consultant'sthankruptcy or insolvency. Upon receipt of notice of termination or suspension for cause, Consultant shall immediately stop all work in progress under this Agreement.. In the event of early termination of this Agreement by City, Consultant shall be entitled to payment for all Services performed to the date of termination to the extent;such Services were performed to the satisfaction of City in accordance with the terms and conditions of this -Agreement. If City terminates this Agreementfor'cause,,Consultant,shallbe liable to City for any excess cost City incurs for completion of the Services. 5. Consultant's Representation;, Independent Contractor. Consultant represents that Consultant possesses distinct professional skills in performing the Services. City has relied upon said representation as a Material' inducement to enter into this Agreement. Consultant shall, therefore, provide properly skilled professional and technical personnel to perform all Services under this Agreement. It is expressly understood that Consultant and its agents and employees, shall actin an independent capacity and as an independent contractor and not as officers,employees..oragents of City. This Agreement shall not be construed as an agreement for employrnent. 6. Facilities and Equipment., Consultant may at its discretion utilize City facilities, equipment and furnishings as they exist as of the effective date:of this Agreement, as May be required to provide Services pursuant to this Agreement. If Consultant elects to utilize other facilities, equipment and furnishings to provide Services,pursuant to this Agreement, Consultant shall do so at its sole cost and expense. City shall furnish to Consultant no facilities orequipment, other than asset-forth in this Agreement, unless the City otherwise-agrees in writing-to provide the'sarne.. 7. Licenses,.Permits,'Etc. Consultant shall,sat'Consultant's sole cost and expense, keep in effect at all times during the"terra of this Agreementany licenses, permits or other such approvals which are legally required for performing'the Services. Professional Services Agreement (iManage 4609321 (March 2013) k,° 8. Time: Consultant shall.devote "sucli time to the performance of the Services as may be reasonably necessary-for'satisfactory performance..of Consultant's.obligations pursuantto this Agreement. 9. Inspection: Consultant;shall:provide'the City every reasonable opportunity to ascertain that the Services are being performed in accordance with-the requirements and intentions of this Agreement: All work done and materials furnished, if any, shall be subject to inspection and ,approval' by the City.. The inspection of such work shall not relieve Consultant ofany of its obligations pursuantto this Agreement. 10. Progress Reports. Upon the City's request,. Consultant shall provide, in a form acceptable,to City, written.progressreports Of all oral.and written observations, opinions, recommendations, analyses, 'progress and conclusions related to Consultant's performance of the,Services. 11. Confidentiality. In the tcourse'ofConsultant s employment, Consultant may have access to trade secrets,and confidential information, disclosure of which is protected or limited by law: Consultant shall-not directly or indirectly disclose or use any such confidential information,:exeept'aa'required for the.performance:of the Services. 12. Conflict of Interest: Consultant represents that it presently has no interest, and covenants that it shall not acquire anyinterest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services ,hereunder: Consultant further covenants that, in the performance of this Agreement, it shall. not employ any sub-consdltani or person having• such a conflict of interest. 'Consultant represents that no'one who hasrorwill have any financial interest under the Agreement is an officer or employee of City. If such conflict of interest arises during-this Agreement or any extension, Consultant will immediately advise City and City may, at its sole discretion, immediately`,terminate this Agreement. Certain Consultants are subject to the requirements, including the disclosure and reporting requirements, of the City's Conflict of Interest Code adopted pursuant to the Political Reform -Act. Such Consultants subject to the-City's Conflict of Interest Code include those whose work may involve: making government1decisions regarding approval or adoption of rates, rules, or regulations, aetion.on=permits or other applications, authorization-to enter,into or modify contracts, or approval of plans, designs, reports, or studies. Consultant agrees to•comply' fully with all;such;requirements to the.,extent they apply to Consultant's performance of the'Services.. 13. Consultant No Agent Except as City may specify in writing, Consultant shall have no authority;'express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority,.express or.implied, pursuant to this Agreement to bind City to any obligation whatsoever. 14. Standard of:Performance. Consultant shall perform all the Services in a manner consistent with theestandards of Consultant's profession. All instruments of service of whatsoever nature,,which Consultant delivers to City pursuant to this Agreement, shall be prepared in a substantial, first class:land workmanlike manner and conform to the Professional Services Agreement (iManage#609321 (March 2013) ���- standards of Consultant's profession. All such instruments of service shall become,the sole and exclusiveproperty of City upon delivery of the same. 15: Assignment/Transfer. No,assignment or transfer in whole or in part of this Agreement shall be made without'the prior written"consent:of City. 16. Subcontractors. Consultant shall directly perform all,Services, and shall not subcontract any portion of performance of the Services without the prior written consent of City. Any such.subcontractors shall bezrequired to comply, to the full extent applicable, with the terms and conditions of this Agreement, including but not limited to, procuring and maintaining insurance coverage 'as required herein and which shall name City as an additional insured. • 17. Employment. Prior to offering employment to anyemployee of the Consultant, the City shall first provide written notice to the Consultant at least 30 days prior to providing an employment offer,,either verbally or inwriting, to the employee•of the Consultant. 18. Compliance With All 'taws. Consultant shall fully comply with all applicable local, state and federal rules,,.laws,.regulations and ordinances pertaining to theperformance of the Services required; hereunder, including but not limited to, the California Building Standards Code as in:effect;in the City;the Americans with Disabilities.Act, and any laws and regulations related to any copyright,patent, trademark or other intellectual property right involved in performance.of the Services. Consultant's failure to comply with any law(s) or regulation(s) applicable to the performance of the Services hereunder shall constitute a material'breach of this Agreement. To the extent that any other government agency or entity provides compensation for any .Services; Consultant shall comply with all rules and regulatibnsiapplicable to Stich-fiscal:a"ssistahce. 19. Living'Wage Ordinance. Without limiting the foregoing Section 18,.Consultant shall comply fully with alkapplicable:requirements:of Petaluma Municipal Code, Chapter 8.36, Living Wage,(the "Living Wage Ordinance"), as the same may be amended from time to time. the City's request consultant shall promptly provide;to the'City documents and information verifying•Consultant's compliance:With the requirements of,the Living Wage Ordinance, and shall within'fifteen:(15) calendar. days of the Effective Date of this Agreement, notify each of its affected employees as to theramount of wages and'time off that are required`to be provided to them pursuant to the Living Wage Ordinance: The Acknowledgement and Certification Pursuant to City of Petaluma Living Wage Ordinance, attached to this Agreement as Exhibit C, shall be a part of this,Agreement for all purposes„,and Consultants.Mat are subject to Living Wage Ordinance requirements, as determined by the City, must provide a,properly completed Exhibit c in accordance with the requirements of=the Living Wage Ordinance. Consultant's noncompliance with the applicable requirements of the Living•:Wage Ordinance,shall constitute cause for City's terinination.ofthis Agreement`pursuant'to Section 4 hereof. 20. Discrimination. During the performance Of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, religion, creed, color, national origin, ancestry) gender; sexual orientation, age or physical or mental disability in violation of any applicable law.. Professional Services Agreement (iManage#609321 (March 2013) �� 21. Notice: Except as,otherwise specified in this Agreement,.all notices to be sent pursuant to this Agreement shall be made in writing, and'sent`to-the Parties at their respective addresses specified-below or to such other address as•,a Party may designate by written notice delivered to the other Party in accordance with this Section. All such notices shall be sent by: (i) personal delivery, in which:case notice is:effectiveupon delivery; (ii) certified or registered,mail, return receipt requested, in which case notice shall be deemed delivered on receipt if delivery is confirmed by a return receipt; (iii) nationally recognized overnight courier, with charges,prepaid or charged to the sender's account, in which case notice is effective on delivery if delivery is confirmed by:the delivery service; or (iv) facsimile transmission, in which case notice, "shall, be deemed delivered upon transmittal, provided that (a) a duplicate copy of the notice is promptly delivered by first-class or certified mail or by overnight delivery, or (b) a transmission report is generated reflecting the accurate transmission thereof Any notice given by facsimile shall be considered to have been received on the next business day if it is received after 5:00 p:m..recipient'stime•or on a nonbusiness day. City: City Clerk City of Petaluma Post Office:Box!61 . Petaluma,,California 94953 Phone: (:707)7784360 Fax: (707) 778-4554 Email: cityclerk @ci.petaluma.ca.us And: City Manager City of Petaluma Post Office Box,6I Petaluma, CA 94953 Phone: 707-778-4345: Fax: •7072778-4419 Email: citymgr @ci.petaluma.ca:us Consultant: Metropolitan Planning Group,Inc. 579 Clyde.Avenue,,Suite 340 Mountain View, CA 94043 Phone: 650=938-IIll Email: geoff @inplanninggroup.com 22. Ownership of Documents.. All original papers, documents or computer material on disk or microfilm, and copies thereof, produced as a result of this Agreement, shall be the property of City and may not be used by Consultant without the written consent of City.. Copies'of such documents or papers shall not be disclosed to others without the written consent of the City Manager or his or her designated representative. Professional Services Agreement (iManage#609321 (March 2013) �. 23. Indemnification. To the maximum extent permitted by law, Consultant shall, at its own expense, indemnify, defend with counsel acceptable to the City, (which acceptance will not be unreasonably withheld), and, hold harmless. City and its officers, officials, employees, agents and volunteers ("Indemnitees") from and"against any and all liability, loss, damage, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, civil penalties„and fines,.expenses and.costs (including, without limitation, claims expenses, attorney's fees and costs and fees of litigation) (collectively, "Liability") of every;nature; whether actual, alleged or. threatened, arising out of or in connection with the'Services or Consultant's failure to comply with any of the terms of this Agreement;,regardless of'anycfaulttor.alleged fault-of the Indemnitees. The Consultant's obligation°to indemnify, defend and hold;harmless'under this provision shall.not be excused because of the Consultant's inability to evaluate Liability, or because the Consultant evaluates Liability and determines that the Consultant is not or may not be liable: The Consultant must respond within 30:cal'endar days to any tender for defense and indemnity by the City, unless the time for responding. has been extended by an authorized representative of the City"in'writing. If the Consultant fails to•accept tender of defense and indemnity within 30 calendar days, in addition to any other remedies authorized by law, so much of the money due or that may become due the Consultant under this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the matter subject to tender, or until the Consultant accepts the tender,whichever occurs first., In the event that the City must file responsive documents in a matter tenderedto Consultant prior to Consultant's acceptance of tender;Consultant agrees to fully reimburse all costs, including but not limited to attorney's fees and costs and fees of litigation, incurred by the City in filing such responsive documents: The Consultant waives any and all rights to express or implied indemnity against the Indemnitees concerning any Liability of the Consultant arising out of or in connection with the Services or Consultant''s failure to comply with any of the terms of this Agreement. Notwithstanding the;<foregoing, to the extent this Agreement:is a "construction contract" as defiried by California Civil Code Seation`2783, as":may be amended from.time to time, Consultant's duty to indemnify under'this,provision'shall not apply when to do so would be prohibited by California Civil Code Section 2782, as may be amended from time to time. Notwithstanding theforegoing„to the extent that the Services include design professional services subject to California Civil Code Section 2782:8, as,may be amended from time to time; Consultant's duty to indemnifyshall only be to the maximum extent permitted by California Civil Code Section 2782.8. 24. Insurance. Consultant.,shall:comply with the "Insurance Requirements for Consultants” • in Exhibit B-2, attached,hereto and incorporated herein byreference. 25. Amendment. This Agreement may b I amended only by a written instrument executed by both Parties. Professional Services Agreement ,l (iManage#609321 (March.20 1.3) 26. Litigation. If, litigation ensues which pertains to' the subject matter of Consultant's services, hereunder, Consultant, upon request from City, agrees to testify therein at a reasonable and customary fee. To the extent that Consultant's testimony does not relate to Consultant's status as.a percipient witness in any matters complained of, City shall pay Consultant a reasonable,and customary, fee. 27. Construction. This Agr"eement-is.thenproduct-of negotiation and compromise on the part of both Parties and that-the Parties agree that;:notwithstanding,Civil Code Section 1654, any uncertainty in the Agreement shall not be construed against the drafter of the Agreement. 28. Governing Law;.Venue. This Agreement shall be enforced and interpreted under the laws of the State:of California and the City of Petaluma. Any action arising from or brought in connection with. this Agreement shall- be venued in a court of competent jurisdiction in the County of Sonoma, State of California. 29. Non-Waiver: The City's failure to enforce any provision of this Agreement or the waiver thereof'in a particular instance shall not be,construed as a general waiver of any part of such provision: The provision shall remain;in full.force and effect. 30. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable,by a c ourt of'competent jurisdiction, the-remaining provisions of this Agreement shall continue in full force and effect. 31. No Third.Party Beneficiaries. The Parties do not intend to-create, and nothing-in this Agreement shall be construed to createany"beiiefit Or right in any third party. 32. Mediation: The Parties agree to make good faith attempt to resolve,any dispute arising out of this Agreement through mediation prior to commencing litigation. The Parties shall mutually agree upon themediatorand',shall divide the costs of mediation equally. 33. Consultant's Books and'Records. A. Consultant shall maintain any and all ledgers, books of accounts, invoices, vouchers, canceled-checks, and other records or documents evidencing•or relating to costs, expenditures and disbursements and/orrevenues-relating to,provision of the Services, or Consultant's perforriiance under:this.Agreement' for a'miniinum period of three (3)years or for any longer period required by law, from the date of final_compensation to Consultantpursuant to this Agreement. B. Consultant shall maintain all documents and records which demonstrate performance under'this Agreement for a minimum period of three (3) years or for any longer:period required by law, date of termination or completion of this Agreeient. . C. An)records,or docuinents.required to be maintained pursuant to this Agreement shall be made:available.for inspection or audit, at any time during regular business hours, upon written request by,, the City Manager, City Attorney, City Finance Professional Services Agreement 0 �(/ Manage 4609321 (March 2013) ) Director, or a. designated representative' of these. officers. Copies of such documents shall be provided to the City for inspection at Petaluma City Hall when it is practical to do sso.. Otherwise, unless.an alternative is mutually agreed upon, the records shall be-available at:Consultant's address indicated for receipt of notices in this Agreement. D. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution;, disbandment or termination of Consultant's business, City may, by written request by :any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in Petaluma. City Hall. Access to such records and documents shall.be granted to any party authorized by Consultant, Consultant's representatives, orConsultant'stsuccessorin-interest. 34. Headings. The headings used in this Agreement are,for convenience only and are not intended to affect the,interpretation or construction of any provisions herein. 35. Survival. All obligations arising prior'to the termination or expiration of this Agreement and all provisions Of this Agreement allocating ''liability between City and Consultant' shall survive the termination or expiration of this Agreement. 36. Entire Agreement. This Agreement, 'including the exhibits attached hereto and incorporated herein, constitutes,the entire agreement between the Parties with respect to the Services, and supersedes all prior agreements or understandings, oral or written, between the Parties_inthis regard._ IN WITNESS WHEREOF, the parties hereto have executed this document the day, month and year first above written. CITY OF"PETALUMA CONSULTANT By City Manager Name ATTEST: Title City Clerk Address APPROVED AS TO FORM: City State Zip City Attorney Taxpayer ID. Number eetaluma-Business'Tax Certificate Number • Professional Services Agreement (iManage#60932r (March 2013) \�� ( APPROVED: Risk Manager APPROVED: Finance Director file name c/manager/brown/MGroup contract renewal July2013 Professional Services Agreement ✓� (iManage#600321 (March 2013) • EXHIBIT A SCOPE OF `WORK. Our work approach is to provide comprehensive planning services to the City of Petaluma that includes: 1. Base Level Planning.Services 2. Cost Recovery Services Our approachis to'provide.BaseLevel Planning Services at cost or at reduced billing rates due to the'on-going steadynatureof the work. For Cost Recovery services,.standard M-Group billing rates would apply. GOALS In managing the entitlernehtprocess, our staff is comnritted'lto coordinating with City staff and other city departments; preparingthe necessary documents:and reports and making presentations to city staff; the public;the Planning Commission and the City Council. FOR THE CITY OF PETALUMA PLANNING.FUNCTION, M-GROUP WILL: O Maintain institutional memoryand continuity of planning;services to the community and applicants; O Deliver outstanding'customer service;- O Implement CityManagerand City Council direction; O Provide a cost effective,sol'ution'for city planning services; and O Continue to.maihtain long-established relationships with the development community. M-GROUP'S PLAN FOR ACCOMPLISHING THE ABOVE TASKS: O Utilize experienced.M-Group staff•and,sub-consultants where feasible; O 'Provide Base Level;Services of one or more planners.to staff the counter, supportcity administrative needs;and 'provide flexibly staffed,cityplanners to.perform.Cost Recovery services on an as-needed basis; O Provide a 32-hour per.week Administrative Analyst staff person; O M-Group management to meetwith CityManager,;or designee, at least,once:every month to receive overall direction and feedback;.and O Utilize cost recovery and fee based planning:revenue as the primary funding mechanism. BASE LEVEL SERVICES M-Group will provide.10 hours per week of the Planning;Manager-position as a Base Level service to provide general direction and coordination and:for contract administration, 32 hours per week for Base Level services at the Assistant Planner level and 8 hours per week for the Planning Analyst-position. Thisis a total of 50 hioursper week of Base Level Service, (not to exceed'=200 hours per month), as shown in the,table below. Professional Services Agreement �� ()Manage#609321 (March 2013) ) Tttle`:.. :` HpursjhilUeekz Planning Manager 10 Assistant Planner 32 Planning Analyst 8 Total Hours/Week 50 To provide the minimum Base Level Services, M-Group requires minimum Cost Recovery Services planning";revenues of$35;000 per month: This level of revenue will allow for the Base Level service with the'capacityto easily ramp up on an as-needed basis to deal with increased work load and permit activity. Cost Recovery revenues less than this amount will cause the Base Level work to be billed to the City on a percentage basis; i.e..if 90% of,the revenue is achieved; only 10%of the allocated Base-Level work will be billed to the City. Base Level hours in excess of-200 hoursper month will be billed at the reduced Base Level Rates up to a level not to exceed the:-budgeted amount in the adopted current Fiscal Year city budget for general planning services. COST RECOVERY,SERVICES There are two types of fees for entitlements, a'flat rate (Fee Based) or a deposit plus staff time and materials (Cost Recovery): The Cost Recovery is for planning entitlements which require public noticing or are in general;more'complex to process. These applications require a deposit and a completed Agreement.for Payment Form.A•cost'recovery'application means that. theapplicant will be billed for the kill cost of processing the'application based on:staff time and materials over and above theamount;of the deposit. For applications requesting multiple entitlements,:the deposit shall be the sum of the individual,application fees and/or deposits. M-Group will provide planners(to do all of the City's cost recovery_ planning work reimbursed at our standard;hourly rates: In'this manner, the',City is assured of a minimum acceptable level of planning:service with little General Fund exposure. STAFFING SOLUTIONS 'FOR.PETALUMA For the City of Petaluma, weare able to provide both short and longterm staff assignments to assist with day-to-day'planning functions and meet peak workloads.Duties and tasks for Staffing Solution's includes day to dayplanning:services;.counter duty, processing small projects, project planning for large projects, executing special projects, performing research, writing staff reports, making:public presentations and preparing resolutions and ordinances. Our-Staffing;Solutions for the City of Petalumaincludethe following tasks: • Professional Services Agreemem (� °Manage#609321 (March 2013) 1. DEVELOPMENT REVIEW M-Group will perform as the City's in-house planning staff from initial contact with the applicant through the granting of entitlements including supervisory and administrative services associated with the development review process. M- Group will be responsible for processing,;all applications for development approvals and permits, and.conducting ail related assessments, reviews and analyses; conferring with applicants and-other interested parties; coordinating • application review with lead and responsible agencies, City staff in other departments and other consultants, developing and presenting staff reports to the Planning Commission or other'advisory bodies and City Council. Our staff will work closely With the;Building Division, the Code Enforcement staff and other City departments through:,the development review'process. M-Group staff will help the applicantunderstand the City's land use regulations, development standards, design guidelines and the development review process while administering the Ciity's,General'Plan and Zoning Ordinance. M-Group staff will also help facilitate private and publiedevelopment opportunities"including conceptual review, site plan review and permit processing"while fostering a neighborhood and business:friendly climate responsive to the needs of the Petaluma community: Our staff will provide administrative,andaupervisory services including, but not limited to assignment, supervision, tracking, and reporting on workload; agenda development, distribution, and all required public:noticing; recording and maintaining meetingminutes;formal and informal follow up from commission, committee and City Council meetings; maintaining project files and contract management services. 2. ENVIRONMENTAL PROCESS MANAGEMENT M-Group staff will be respor siblelfor cori pleting:associated environmental review for cost recovery'projects or contract management for environmental consultants hired to complete environmental review: Contract management services inelu'de, but,are not limited to cost recovery atcou'nting,.billing . collection;.and reporting; and coordination with CitystafVresponsiblefor contractadministratibn. All of these services will be provided on a':cost-recovery basis. 3. PROJECT MANAGEMENT Our goal_in project management is to ensure that the'applicant has.a positive experience in.dealing with the planning staff right from the point:of contact through the entitlement process and to maintain current relationships through the,successful.completion of ongoing projects. In addition, all projects will be managed in a manner that ensures comprehensive review, timely completion of staff reports and consistency with local and state requirements. Professional Services Agreement p „ (iManage 4609321 (March 2013) c'T''IJ 4. COUNTER COVERAGE M-Group staff wiliprovide.the City of Petaluma with high,giiality professional services atthe public counter. The counter will be open from 8:00 a.m. to 12:00 p.m. and 1:00 p.m. to 5:00 p.m.; Mondays through Thursdays. Our experienced staff will provide support at Permittenter; conduct preliminary development review; answer publiclinquiries at the counter; attend phone calls related tozoning inquiries, permit`status; respond to complaints; provide building permit:clearances:for zoning compliance(purposes and mitigation monitoring, review Planning applications for completeness and conformance with the City's Zoning regulations and General Plan policies and interpret Planning Division;;goals.and policies for citizenstand project applicants. We will maintain and monitor a Permit Center Questionnaire/Survey to keep track of the level of customer satisfaction that the applicant;receives from the Planning Staff and also•to.tonstantly improve the-le'vel of service provided by staff at the Public Counter. s. COUNCIL, COMMISSION & COMMITTEEtSUPPORT M-Group staff will provide staff assistance to the City's commissions,and committees and associated-groups, including but not limited'to those listed below. Such assistance will include attendance at meetings, power point presentations, preparation,of agendas, staff reports and minutes or-meeting notes where required and other dutids to facilitate conduct of the meetings. O City,Council O Planning,Commission O Historic and Cultural Preservation Committee; O Public Art Committee O Pedestrian & Bike',Committee+(projectspecific?as needed) O TreeAdvisory Committee (project speeific'as needed) 6. ADMINSTRATIVE. M-Group will provide the following services for the.City: Provide'Supervisoryand Administrative servicesassociated with development review, including but.not limited to: assignment,.supervision, tracking and:reporting on'workload; agenda development, distribution, and all required public noticing; recording and.maintaining meeting minutes;formal and informal follow up from commission,.committee and City Council meetings; maintaining project files; contract managementfor consultants; cost recovery accounting,billing, collection, and reporti ng; and coordination with City-staff responsible for contract administration. Professional Services Agreement (iManage#609321 (March 2013) 1� EXHIBIT B M-GROUP RATE SCHEDULE FOR COST RECOVERY SERVICES Planning Manager/Principal $175 Deputy Planning Manager $158 Senior Planner $131 Associate Planner $100 Assistant planner $79 PlanningAnalyst $68 FOR BASE. LEVEL SERVICES Planning,Manager/Principal $131 Deputy Planning Manager $119 Senior'.Planner $98 Associate:Planner $75 Assistant Planner $60 Planning Analyst $50 Professional Services Agreement �q (iManage 4609321 (March 2013) d' EXHIBIT B-2 INSURANCE REQUIREMENTS Consultant's performance of the Services under-this Agreement shall not commence until Consultant shall have obtained all insurance required under this paragraph and such insurance shall have been approved by the City Attorneyas to form'and the Risk Manager as to carrier and sufficiency. All requirements herein;provided shall appear either in the body of the insurance policies or as endorsements and-shall,specifically bind the insurance carrier. Consultant shall procure and maintain for the duration of the contractall necessary insurance against claims now and in the:future:for injuries to persons or damages to property which may arise from or in connection with the performance of the Services by the Consultant, the Consultant's agents, representatives, employees and subcontractors. Required professional liability insurance shall be maintained at the level specified herein for the duration of this Agreement and any extension thereof and for twelve additional months following the Agreement termination or expiration. A. Minimum Scope of Insurance Coverage shall beat leastas broad as: 1. Insurance S'ervices'Office Commercial General Liability coverage: a. Personal injury, b. Contractual liability. 2. Insurance Services Office form covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation:insurance;as required by the State of California and Employer's Liability Insurance. 4. Professional Liability insurance_ 5. Such other-insurance coverages."and limits as may berequired by the City. B. Minimum Limits of I isurance Consultant-shall maintain limits no less'than: 1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and damage. If Commercial General.Liability Insurance or other form with a,general aggregate liability is used either the general aggregate limit shall apply separately to this Agreement or the general aggregate limit shall,be twice the:required`occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: Bodily Injury by Accident- $1,000,000 each accident. Bodily Injury by Disease;- $1,000,000 policy limit. Bodily Injury by Disease- $1,000;000 each employee. 4. Professional Liability insurance: $1,000,000. 5. Such other insurance coverages and limits as may be required by the City. Professional Services Agreement tf,• (iManage 4609321 (March 2013) V� J C. Deductibles and Self=Insured'Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either::the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees, and volunteers;,or the Consultant shall procure-a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. D. Other Insurance Provisions The required general liability and automobile policies are to contain, or be endorsed to contain the following provisions: 1. The City; its officers, officials, employees, agents and volunteers are to be covered as Additional'Insureds;as respects: liability arising out of activities performed by or on behalf of the Consultant;,products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant The coverage shall contain no-special limitations on the scope of protection afforded to the City, its officers, officials;,employees, agents or volunteers. 2. For any claims related to;this project, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers„officials, employees, agents and volunteers.; ,Any insurance or self-insurance;maintained by the City, its officers,officials, employees, agents or-volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3. Any failure to comply with repotting or other--provisions of.the policies:including breaches of warranties:shall not?affect coverage provided to the City, its officers, officials,employees,'agents or volunteers. 4. The Consultant's insurance shall apply separately to each-insured against whom claim is made or suit is;brought except, with respect.to'the limits of the insurer's liability. 5. Each insurance policy:required by this clause shall be endorsed to state that. coverage shall not be suspended, voided, canceled by either party, reduced in coverage or inliinits except after thirty (30)<days' prior written notice by certified mail, return receipt requested, has been given to'the'City. 6. Consultant agrees-to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors, subcontractors or.others,involved ay with the Services to•do::likewise. E. AcceptabilityofInsurers Insurance is to be placed with insurers with a current A.M. Best',s rating of no less than A:VII. F. Verification of Coverage Consultant shall furnish the City with original-endorsements teffecting coverage required by this clause. The endorsements are to be'signed:by a person authorized by that insurer to bind`coverage'omits behalf. All endorsements are to be received and approved by the City before the Services commence. I Professional Services Agreement (iManage#609321 (March 2013) .. EXHIBIT C EXHIBIT C. ACKNOWLEDGEMENT AND CERTIFICATION PURSUANT TO CITY.OF PETALUMA LIVING WAGE ORDINANCE PETALUMA MUNICIPAL CODE CHAPTER 836 The City of Petaluma Living Wage.Ordinancer;("Ordinance"), Petaluma Municipal Code Chapter 8.36, applies to certain service contracts, leases, franchises and other agreements or funding mechanisms providing,financial assistance to hereafter as an "Agreement") between the City of Petaluma("City") and/or the Petaluma Community Development Commission ("PCDC") and contractors, lessees, franchisees.,and/or recipients of City and/or PCDC funding or financial benefits ("covered,entities"). Pursuant to Petaluma Municipal Code Section$.36:120,.as part of any bid, application or proposal for any Agreement subject to the,Ordinance, the covered entity shall: • Acknowledge that the covered entity is aware of the Ordinance and intends to comply with its provisions. • Complete the Reportof Charges, Complaints, Citations and/of Findings contained in this Acknowledgement and Certification by providing information, including the date,subject matter and manner of resolution, if any, of all Wage,hour, collective bargaining, workplace safety,environmental or consumer protection charges, complaints, citations, and/or findings of violation of law or regulation by,any regulatory agency or court including but not limited,to the California Department of Fair Employment and Housing, Division of Occupational Safety and Health(OSHA),California Department of Industrial Relations (Labor Commissioner), Environmental Protection.Agency and/or National Labor.Relations Board, which have been filed-or'presented-to the covered"entity within the ten years immediately prior to the bid, proposal, submission or request. Pursuant to Petaluma Municipal Code Section 8.36.120, before the beginning ofithe term;of'any covered Agreement, or prior to the execution of said Agreement by the.City or the PCDC, eac"h covered:entity shall certify its employees are paid a living wage that is consistent with Petaluma Municipal Code Chapter 8.36. • By executingthis•Acknowledgement and Certification, the covered entity (i) acknowledges that it'isaware of the Ordinance and=intends'to comply witli`its provisions, (ii) attests to the accuracy and completeness of information provided in the Report of Charges, Complaints, Citations and/or Findingsicontained herein, (iii) certifies that it pays its covered employees a Living Wage as defined in Petaluma Municipal Code Chapter 8.36 and (iv)'attests that the person executing this Acknowledgement±and,Certification is authorized to bind the covered entity as to the matters covered in this Acknowledgment<and Certification. . Professional Services Agreement (°Manage#609321 (March 2013) a. SO ACKNOWLEDGED and CERTIFIED: Project or Contract I:D: Date: (Print Name of Covered Entity/Business Capacity); By ,(Print Name) /s/ (Signature) Its (Title/Capacity of Authorized Signer) � 1 PROFESSIONAL SERVICES AGREEMENT `,� (iManage!1609321)March 2013 �