2012/05/01 David Taussig and Associates FY13 CFD Audie Murphy Ranch No. 2012-1, Special Tax services PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT for Professional Services ("Agreement") is made this 1st day of
May, 2012 ("Effective Date") by and between the CITY OF MENIFEE ("City") and David Taussig
&Associates. ("Consultant") (together sometimes referred to the "Parties").
Section 1. SERVICES. Subject to the terms and conditions set forth in this
Agreement, Consultant shall provide to City the services described in the Scope of Work,
(Exhibit A) and incorporated here. Consultant will perform subsequent Task Orders as
requested by the Contract Administrator, in accordance with the Scope of Work. In the event of
a conflict in or inconsistency between the terms of this Agreement and Exhibit A, this Agreement
shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on May 1,
2012 and shall end as described in the Task unless the term of the Agreement is otherwise
terminated or extended as provided for in Section 8. The time provided to Consultant to
complete the services required by this Agreement shall not affect the City's right to terminate the
Agreement, as provided for in Section 8.
1.2 Standard of Performance. Consultant shall perform all services
required pursuant to this Agreement in the manner and according to the standards observed by
a competent practitioner of the profession in which Consultant is engaged in the geographical
area in which Consultant practices its profession and to the sole satisfaction of the Contract
Administrator.
1.3 _Assignment of Personnel. Consultant shall assign only competent
personnel to perform services pursuant to Agreement. In the event that City, in its sole
discretion, at any time during the term of this Agreement, desires the reassignment of any such
persons, Consultant shall, immediately upon receiving notice from City of such desire of City,
reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services
pursuant to this Agreement as may be reasonably necessary to satisfy Consultant's obligations
hereunder.
1.5 Authorization to Perform Services. The Consultant is not authorized to
perform any services or incur any costs whatsoever under the terms of this Agreement until
receipt of authorization from the Contract Administrator.
Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to
exceed five thousand and 00/00 dollars ($5,000.00) notwithstanding any contrary indications
that may be contained in Consultant's proposal, for services to be performed and reimbursable
costs incurred under this Agreement. In the event of a conflict between this Agreement and
Exhibit A, regarding the amount of compensation, this Agreement shall prevail. City shall pay
Consultant for services rendered pursuant to this Agreement at the time and in the manner set
forth herein. The payments specified below shall be the only payments from City to Consultant
for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in
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the manner specified herein. Except as specifically authorized in advance by City, Consultant
shall not bill City for duplicate services performed by more than one person.
2.1 Invoices. Consultant shall submit invoices monthly during the term of
this Agreement, based on the cost for services performed and reimbursable costs incurred prior
to the invoice date. Invoices shall contain the following information:
• Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first
invoice, etc.;
• The beginning and ending dates of the billing period;
• A Task Summary containing the original contract amount, the amount of prior
billings, the total due this period, the balance available under the Agreement,
and the percentage of completion;
• At City's option, for each work item in each task, a copy of the applicable time
entries or time sheets shall be submitted showing the name of the person
doing the work, the hours spent by each person, a brief description of the
work, and each reimbursable expense;
• The total number of hours of work performed under the Agreement by
Consultant and each employee, agent, and subcontractor of Consultant
performing services hereunder necessary to complete the work described in
Exhibit A;
• Receipts for expenses to be reimbursed;
• The Consultant's signature.
2.2 Monthly Payment. City shall make monthly payments, based on
invoices received, for services satisfactorily performed, and for authorized reimbursable costs
incurred. City shall have thirty (30) days from the receipt of an invoice that complies with all of
the requirements above to pay Consultant.
2.3 Final Payment. City shall pay the last ten percent (10%) of the total sum
due pursuant to this Agreement within sixty (60) days after completion of the services and
submittal to City of a final invoice, if all services required have been satisfactorily performed.
2.4 Total Payment. City shall not pay any additional sum for any expense or
cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City
shall make no payment for any extra, further, or additional service pursuant to this Agreement.
In no event shall Consultant submit any invoice for an amount in excess of the
maximum amount of compensation provided above either for a task or for the entire Agreement,
unless the Agreement is modified in writing prior to the submission of such an invoice.
2.6 Hourly Fees. Fees for work performed by Consultant on an hourly basis
shall not exceed the amounts shown on the fee schedule included with Exhibit A.
2.6 Reimbursable Expenses. Reimbursable expenses are included within
the maximum amount of the contract.
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2.7 Payment of Taxes. Consultant is solely responsible for the payment of
employment taxes incurred under this Agreement and any federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant
terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for
all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of
the date of written notice of termination. Consultant shall maintain adequate logs and
timesheets in order to verify costs incurred to that date.
Section 3. FACILITIES AND EQUIPMENT. Except as otherwise provided,
Consultant shall, at its sole cost and expense, provide all facilities and equipment necessary to
perform the services required by this Agreement. City shall make available to Consultant only
physical facilities such as desks, filing cabinets, and conference space, as may be reasonably
necessary for Consultant's use while consulting with City employees and reviewing records and
the information in possession of the City. The location, quantity, and time of furnishing those
facilities shall be in the sole discretion of City. In no event shall City be required to furnish any
facility that may involve incurring any direct expense, including but not limited to computer, long-
distance telephone or other communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this
Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of
insurance checked below and provide Certificates of Insurance, indicating that Consultant has
obtained or currently maintains insurance that meets the requirements of this section and which
is satisfactory, in all respects, to the City. Consultant shall maintain the insurance policies
required by this section throughout the term of this Agreement. The cost of such insurance shall
be included in the Consultant's compensation. Consultant shall not allow any subcontractor,
consultant or other agent to commence work on any subcontract until Consultant has obtained
all insurance required herein for the subcontractor(s) and provided evidence thereof to City.
Verification of the required insurance shall be submitted and made part of this Agreement prior
to execution. Consultant acknowledges the insurance policy must cover inter-insured suits
between the City and other Insureds.
4.1 Workers' Compensation. Consultant shall, at its sole cost and expense,
maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any
and all persons employed directly or indirectly by Consultant. The Statutory Workers'
Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not
less than ONE MILLION DOLLARS ($1,000,000.00) per accident, ONE MILLION DOLLARS
($1,000,000.00) disease per employee, ONE MILLION DOLLARS ($1,000,000.00) disease per
policy . In the alternative, Consultant may rely on a self-insurance program to meet those
requirements, but only if the program of self-insurance complies fully with the provisions of the
California Labor Code. Determination of whether a self-insurance program meets the standards
of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if
insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive
all rights of subrogation against the City and its officers, officials, employees, and authorized
volunteers for loss arising from work performed under this Agreement.
4.2 Commercial General
Automobile Liability Insurance.
L�o
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4.2.1 General requirements. Consultant, at its own cost and expense,
shall maintain commercial general and automobile liability insurance for the term of this
Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per
occurrence, combined single limit coverage, for risks associated with the work contemplated by
this Agreement, TWO MILLION DOLLARS ($2,000,000.00) general aggregate, TWO MILLION
DOLLARS ($2,000,000.00) products/completed operations aggregate. If a Commercial General
Liability Insurance or.an Automobile Liability form or other form with a general aggregate limit is
used, either the general aggregate limit shall apply separately to the work to be performed
under this Agreement or the general aggregate limit shall be at least twice the required
occurrence limit. Such coverage shall include but shall not be limited to, protection against
claims arising from bodily and personal injury, including death resulting therefrom, and damage
to property resulting from activities contemplated under this Agreement, including the use of
hired, owned and non-owned automobiles.
4.2.2 Minimum scope of coverage. Commercial general coverage
shall be at least as broad as Insurance Services Office Commercial General Liability occurrence
form CG 0001 or GL 0002 (most recent editions) covering comprehensive General Liability and
Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General
Liability. Automobile coverage shall be at least as broad as Insurance Services Office
Automobile Liability form CA 0001 (ed. 12/90) Code 8 and 9. No endorsement shall be attached
limiting the coverage.
4.2.3 Additional requirements. Each of the following shall be included
in the insurance coverage or added as a certified endorsement to the policy:
a. The insurance shall cover on an occurrence or an accident
basis, and not on a claims-made basis.
b. Any failure of Consultant to comply with reporting
provisions of the policy shall not affect coverage provided to City and its officers, employees,
agents, and volunteers.
4.3 Professional Liability Insurance.
4.3.1 General requirements. Consultant, at its own cost and expense,
shall maintain for the period covered by this Agreement professional liability insurance for
licensed professionals performing work pursuant to this Agreement in an amount not less than
ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals' errors and
omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim.
4.3.2 Claims-made limitations. The following provisions shall apply if
the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must
be no later than the commencement of the work.
b. Insurance must be maintained and evidence of insurance
must be provided for at least five (5) years after completion of the Agreement or the work, so
long as commercially available at reasonable rates.
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C. If coverage is canceled or not renewed and it is not
replaced with another claims-made policy form with a retroactive date that precedes the date of
this Agreement, Consultant must provide extended reporting coverage for a minimum of five (5)
years after completion of the Agreement or the work. Such continuation coverage may be
provided by one of the following: (1) renewal of the existing policy; (2) an extended reporting
period endorsement; or (3) replacement insurance with a retroactive date no later than the
commencement of the work under this Agreement. The City shall have the right to exercise, at
the Consultant's sole cost and expense, any extended reporting provisions of the policy, if the
Consultant cancels or does not renew the coverage.
d. A copy of the claim reporting requirements must be
submitted to the City prior to the commencement of any work under this Agreement.
4.4 All Policies Requirements.
4.4.1 Acceptability of insurers. All insurance required by this section
is to be placed with insurers with a Bests' rating of no less than A:VII and admitted in California.
4.4.2 Verification of coverage. Prior to beginning any work under this
Agreement, Consultant shall furnish City with Certificates of Insurance, additional insured
endorsement or policy language granting additional insured status complete certified copies of
all policies, including complete certified copies of all endorsements. All copies of policies and
certified endorsements shall show the signature of a person authorized by that insurer to bind
coverage on its behalf. The Certificate of Insurance must include the following reference: CFD
2012-1 ADMINISTRATION. The name and address for Additional Insured endorsements,
Certificates of Insurance and Notice of Cancellation is: City of Menifee, 29714 Haun Road,
Menifee, CA 92586. The City must be endorsed as an additional insured for liability arising out
of ongoing and completed operations by or on behalf of the Consultant.
4.4.3 Notice of Reduction in or Cancellation of Coverage A certified
endorsement shall be attached to all insurance obtained pursuant to this Agreement stating that
coverage shall not be suspended, voided, canceled or materially changed by either party, or
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. In the event that any coverage
required by this section is reduced, limited, cancelled, or materially affected in any other
manner, Consultant shall provide written notice to City at Consultant's earliest possible
opportunity and in no case later than ten (10) working days after Consultant is notified of the
change in coverage.
4.4.4 Additional insured; primary insurance City and its officers,
employees, agents, and authorized volunteers shall be covered as additional insureds with
respect to each of the following: liability arising out of activities performed by or on behalf of
Consultant, including the insured's general supervision of Consultant; products and completed
operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and
automobiles owned, leased, or used by the Consultant in the course of providing services
pursuant to this Agreement. The coverage shall contain no special limitations on the scope of
protection afforded to City or its officers, employees, agents, or authorized volunteers. The
insurance provided to the City as an additional insured must apply on a primary and non-
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contributory basis with respect to any insurance or self-insurance program maintained by the
City. Additional insured status shall continue for (1) year after delivery of product(s).
A certified endorsement must be attached to all policies stating that
coverage is primary insurance with respect to the City and its officers, officials, employees and
volunteers, and that no insurance or self-insurance maintained by the City shall be called upon
to contribute to a loss under the coverage.
4.4.5 Deductibles and Self-insured Retentions Consultant shall
obtain the written approval of City for the self-insured retentions and deductibles before
beginning any of the services or work called for by any term of this Agreement.
During the period covered by this Agreement, only upon the prior express
written authorization of Contract Administrator, Consultant may increase such deductibles or
self-insured retentions with respect to City, its officers, employees, agents, and volunteers. The
Contract Administrator may condition approval of an increase in deductible or self-insured
retention levels with a requirement that Consultant procure a bond guaranteeing payment of
losses and related investigations, claim administration, and defense expenses that is
satisfactory in all respects to each of them.
4.4.6 Subcontractors. Consultant shall include all subcontractors as
insureds under its policies or shall furnish separate certificates and certified endorsements for
each subcontractor. All coverages for subcontractors shall be subject to all of the requirements
stated herein.
4.4.7 Variation. Contract Administrator may approve in writing a
variation in the foregoing insurance requirements, upon a determination that the coverage,
scope, limits, and forms of such insurance are either not commercially available, or that the
City's interests are otherwise fully protected.
4.5 Remedies. In addition to any other remedies City may have if Consultant
fails to provide or maintain any insurance policies or policy endorsements to the extent and
within the time herein required, City may, at its sole option, exercise any of the following
remedies, which are alternatives to other remedies City may have and are not the exclusive
remedy for Consultant's breach:
• Obtain such insurance and deduct and retain the amount of the premiums
for such insurance from any sums due under the Agreement;
• Order Consultant to stop work under this Agreement or withhold any
payment that becomes due to Consultant hereunder, or both stop work and
withhold any payment, until Consultant demonstrates compliance with the
requirements hereof; and/or
• Terminate this Agreement.
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Section 5. INDEMNIFICATION.
(a) Indemnification for Other than Professional Liability. Other than in the performance of
professional services and to the full extent permitted by law, Consultant shall indemnify,
protect, defend and hold harmless City, and any and all of its employees, officials and agents
from and against any liability (including liability for claims, suits, actions, arbitration
proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of
any kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs,
interest, defense costs, and expert witness fees), where the same arise out of, are a
consequence of, or are in any way attributable to, in whole or in part, the performance of this
Agreement by Consultant or by any individual or entity for which Consultant is legally liable,
including but not limited to officers, agents, employees or sub-contractors of Consultant.
(b) The provisions of this section do not apply to claims occurring as a result of City's sole or
active negligence. The provisions of this section shall not release City from liability arising from
gross negligence or willful acts or omissions of City or any and all of its officials, employees
and agents.
Section 6. STATUS OF CONSULTANT.
6.1 Independent Contractor. At all times during the term of this Agreement,
Consultant shall be an independent contractor and shall not be an employee of City. City shall
have the right to control Consultant only insofar as the results of Consultant's services rendered
pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3;
however, otherwise City shall not have the right to control the means by which Consultant
accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City,
state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of
its employees, agents, and subcontractors providing services under this Agreement shall not
qualify for or become entitled to any compensation, benefit, or any incident of employment by
City, including but not limited to eligibility to enroll in the California Public Employees Retirement
System (PERS) as an employee of City and entitlement to any contribution to be paid by City for
employer contributions and/or employee contributions for PERS benefits.
Section 7. LEGAL REQUIREMENTS.
7.1 Governina Law. The laws of the State of California shall govern this
agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractor
shall comply with all applicable local, state and federal laws and regulations applicable to the
performance of the work hereunder. Consultant shall not hire or employ any person to perform
work within the City of Menifee or allow any person to perform work required under this
Agreement unless such person is properly documented and legally entitled to be employed
within the United States. Consultant shall require the same of all subcontractors.
7.3 Licenses and Permits. Consultant represents and warrants to City that
Consultant and its employees, agents, and any subcontractors have all licenses, permits,
qualifications, and approvals of whatsoever nature that are legally required to practice their
respective professions. Consultant represents and warrants to City that Consultant and its
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employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all
times during the term or this Agreement any licenses, permits, and approvals that are legally
required to practice their respective professions. In addition to the foregoing, Consultant and
any subcontractors shall obtain and maintain during the term of this Agreement valid Business
Licenses from City.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without
cause upon written notification to Consultant.
Consultant may cancel this Agreement upon 30 days' written notice to City and
shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for
services performed to the effective date of termination; City, however, may condition payment of
such compensation upon Consultant delivering to City any or all documents, photographs,
computer software, video and audio tapes, and other materials provided to Consultant or
prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end
date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall
require a written amendment to this Agreement, as provided for herein. Consultant understands
and agrees that, if City grants such an extension, City shall have no obligation to provide
Consultant with compensation beyond the maximum amount provided for in this Agreement.
Similarly, unless authorized by the Contract Administrator, City shall have no obligation to
reimburse Consultant for any otherwise reimbursable expenses incurred during the extension
period.
8.3 Amendments. The parties may amend this Agreement only by a writing
signed by all the parties.
8.4 Assignment and Subcontracting City and Consultant recognize and
agree that this Agreement contemplates personal performance by Consultant and is based
upon a determination of Consultant's unique personal competence, experience, and specialized
personal knowledge. Moreover, a substantial inducement to City for entering into this
Agreement was and is the professional reputation and competence of Consultant. Consultant
may not assign this Agreement or any interest therein without the prior written approval of the
Contract Administrator. Consultant shall not subcontract any portion of the performance
contemplated and provided for herein, other than to the subcontractors noted in the proposal,
without prior written approval of the Contract Administrator. In the event that key personnel
leave Consultant's employ, Consultant shall notify City immediately.
8.5 Survival. All obligations arising prior to the termination of this Agreement
and all provisions of this Agreement allocating liability between City and Consultant shall survive
the termination of this Agreement.
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8.6 Options upon Breach by Consultant If Consultant materially breaches
any of the terms of this Agreement, City's remedies shall include, but not be limited to, any or all
of the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design
documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in
Exhibit A not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete
the work described in Exhibit A that is unfinished at the time of breach and the amount that City
would have paid Consultant pursuant to Section 2 if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant's Performance. All reports,
data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies,
specifications, records, files, or any other documents or materials, in electronic or any other
form that Consultant prepares or obtains pursuant to this Agreement and that relate to the
matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver
those documents to the City upon termination of the Agreement. It is understood and agreed
that the documents and other materials, including but not limited to those described above,
prepared pursuant to this Agreement are prepared specifically for the City and are not
necessarily suitable for any future or other use. City and Consultant agree that, until final
approval by City, all data, plans, specifications, reports and other documents are confidential
and will not be released to third parties without prior written consent of both parties unless
required by law. +l-x aJxm aI c6mpuJ-e-r �'tn�tr,uo.l moms incl�i�
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�.2 Consultant's Books and Records. Consultant shall maintain any and lbL j
all ledgers, books of account, invoices, vouchers, canceled checks, and other records or
documents evidencing or relating to charges for services or expenditures and disbursements
charged to the City under this Agreement for a minimum of three (3) years, or for any longer
period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records Any records or documents that
Section 9.2 of this Agreement requires Consultant to maintain shall be made available for
inspection, audit, and/or copying at any time during regular business hours, upon oral or written
request of, the City. Under California Government Code Section 8546.7, if the amount of public
funds expended under this Agreement exceeds Ten Thousand Dollars ($10,000.00), the
Agreement shall be subject to the examination and audit of the State Auditor, at the request of
City or as part of any audit of the City, for a period of three (3) years after final payment under
the Agreement.
Section 10. MISCELLANEOUS PROVISIONS.
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10.1 Attorneys' Fees. If either party to this Agreement brings any action,
including an action for declaratory relief, to enforce or interpret the provision of this Agreement,
the prevailing party shall be entitled to reasonable attorneys' fees and expenses including costs,
in addition to any other relief to which that party may be entitled. The court may set such fees in
the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other
under this Agreement, the parties agree that trial of such action shall be vested exclusively in
Riverside County.
10.3 Severabifity. If a court of competent jurisdiction finds or rules that any
provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement
not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any
provision of this Agreement shall not void or affect the validity of any other provision of this
Agreement.
10.4 No Implied Waiver of Breach The waiver of any breach of a specific
provision of this Agreement does not constitute a waiver of any other breach of that term or any
other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure
to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Consultant Representative. All matters under this Agreement shall be
handled for Consultant by David Taussig.
10.7 City Contract Administration This Agreement shall be administered by
a City Employee, Terri Willoughby ("Contract Administrator"). All correspondence shall be
directed to or through the Contract Administrator or his or her designee.
10.8 Notices. Any written notice to Consultant shall be sent to:
David Taussig
David Taussig &Associates
5000 Birch Street, Suite 6000
Newport Beach, CA 92660
to: Any written notice to City shall be sent to the Contract Administrator with a copy
City Clerk
City of Menifee
29714 Haun Road
Menifee, CA 92586
10.9 Professional Seal. Not applicable.
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10.10 Integration. This Agreement, including the scope of work attached
hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement
between City and Consultant and supersedes all prior negotiations, representations, or
agreements, either written or oral.
10.11 Counterparts. This Agreement may be executed in multiple
counterparts, each of which shall be an original and all of which together shall constitute one
agreement.
Section 11.
The Parties have executed /tthisAgreeent as of the Effective Date.
CITY OF MENIFEEE CO NT
William A. Rawlings, City Manager David Taussig, e ' ent
Attest: _
o
Kathy Bennett, City Clerk
A r ved as to F r
Josep etcher, In rim City Attorney
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EXHIBIT A
SCOPE OF WORK
See attached
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EXHIBIT A- SCOPE OF WORK
MELLO-ROOS SPECIAL TAX ADMINISTRATION SERVICES
CITY OF MENIFEE --
COMMUNITY FACILITIES DISTRICT NO.2012-1
(AUDIE MURPHY RANCH)
This proposed Scope of Work has been designed to provide a high level of professional and
technical support to the City of Menifee (the "City") in the annual administration of Community
Facilities District("CFD")No. 2012-1 (Audie Murphy Ranch). The specific activities and tasks
to be performed by David Taussig&Associates, Inc. ("DTA") under this Scope of Work include
the following:
(A)GENERAL ADMINISTRATIVE DUTIES
Task 1 Land Use Research
This task involves determining, gathering and organizing the land use data required to apportion
and collect special taxes,and includes the following tasks:
1.1 Subdivision Research: Identify and obtain copies of all final tract or parcel maps
recorded within CFD No.2012-1.
1.2 Development Research: Determine all building permit activity as of each May 1.
Identify issuance date, land use class and situs address for each new building.
1.3 Assessor's Parcel Research: Upon publication of Secured Tax Roll, review Assessor j
Parcel Maps to compile a list of the Assessor's Parcels which will be valid for the coming
fiscal year.
1.4 Ownership Research: Research and monitor changes in ownership and offers of
dedication of property to public agencies and other exempt entities. Identify date
property conveyed to or offered to exempt entity.
1.5 Database Management: Create automated parcel database that will include information
for all parcels. Data will include Assessor Parcel Number and corresponding tract, lot
and unit number, acreage, building square footage (if necessary), building permit
issuance date and situs address.
Task 2 Classification of Property
This task involves application of the Rate and Method of Apportionment to determine the =
appropriate special tax classification for each parcel located within CFD No. 2012-1, and
includes the following tasks:
2.1 Exempt Property: Identify all property owned by the City of any other public agencie
or entities otherwise exempt from the special tax and classify as exempt property.
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2.2 Taxable Property: Identify all taxable properties and classify each as 'Developed
Property","Final Mapped Property"or "Undeveloped Property."
Task 3 Financial Analysis
This task involves calculating and apportioning the Special Tax Requirement for each fiscal year,
and allocating it to the Taxable Property within CFD No. 2012-1, and includes the following
tasks:
3.1 Determined Special Tqx Requirement: Assist City with the preparation of an
administrative expense budget. Confirm other CFD No. 2012-1 expenses, including
eligible facilities and services, reserve fund requirements, provisions for delinquencies,
etc.
*It is assumed the City will deliver to DTA the costs of Eligible Facilities and Services to
be incurred in the upcoming fiscal year for incorporation into the Special Tax
Requirement,
3.2 Determine Special Tax Rates: Based on special tax classifications and Special Tax
Requirement, determined pursuant to Task 2.2 and Task 3.1 above, compute the special
tax rates for all classifications of Taxable Property for the coming fiscal year.
Task 4 Report Preparation
This task includes_the preparation of an Annual Special Tax Report containing the findings of the
financial analysis and an explanation of the methodology employed to apportion the special taxes
for CFD No. 2012-1. Included in this report is a list of special taxes by Assessor's Parcel which
can be used as the exhibit to the resolution authorizing the levy and collection of special taxes for
the coming fiscal year.
Task 5 Attendance at Council Meetine
This task involves attendance at one (1) City Council meeting at which the annual special tax
levy for CFD 2012-1 is approved.
Task 6 Submittal of Special Taxes to County of Riverside
This task involves submitting the annual special tax levy by Assessor's Parcel on or before
August 10th, or such other date specified by the County of Riverside, to the Auditor-Controller
for inclusion on the consolidated property tax bills.
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Task 7 Roll Chances and Adiusted Property Tax Bills
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This task involves monitoring any changes to the secured tax roll which necessitate new or
adjusted property tax bills. This task includes the calculation of new or adjusted bills and the
preparation of requests to the County to prepare such bills.
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Task 8 Delinquent Property Owner Research
This task involves the review and research of County records to determine which parcels are
delinquent in the payment of property and special taxes,and includes the following tasks:
8.1 Static Delinquent Special Tax Report: Request the First, Second,and Final Installment
Paid/Unpaid Status Reports from the County of Riverside to determine which parcels are
delinquent and the corresponding amount of delinquent special taxes. Prepare report
summarizing the amount of delinquent special taxes. "-
8.2 Dynamic Delinquent Special Tax Report: As necessary, conduct a review of on-line
records to provide an up-to-the-minute status report for any given number of delinquent
parcels. Please note that our research for this task is dependent upon the rate at which the
County updates their on-line payment records.
Task 9 Provide information to Interested Parties
This task involves the provision of information to individuals and other interested parties
regarding the amount and calculation of the special tax. DTA's "800" phone number will be
placed on the property tax bills mailed by the County. This task includes brief written responses
to property owners as necessary. Formal meetings with property owners to resolve disputes will
be classified as "Additional Work" and billed at the hourly rates listed in the attached Fee
Schedule,
Task 10 Annual ReoortinQ/Disclosure
This task involves assisting City in the preparation of special tax disclosure documents pursuant
to Section 1102.6b of the Civil Code and Section 53340.2 of the Government Code (as amended
by SB 1464).
(B) DELINQUENCY MANAGEMENT
Task 11 Delinguencv Follow-up
This task entails the preparation and mailing of demand letters to property owners with
delinquent special taxes and includes four tasks:
11.1 Coordination with City Staff to Identify Owners to Receive Demand Letters: DTA
will prepare a listing of all delinquent parcels by property owner and coordinate with City
staff to determine to whom demand letters will be mailed.
11.2 Preparation and Mailing of Delinquency Letters: DTA will prepare a draft demand '
letter for review and approval by City staff. After receipt of City approval on the
language of the demand letter, DTA will prepare and print copies of the letter on City
letterhead to the delinquent property owners identified in Subtask 11.1. The printed
letters will be transmitted to City for signature and mailing.
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11.3 Coordination with Delinquent Property Owners: DTA personnel will be available to
coordinate with and answer questions from the delinquent property owners to whom
demand letters were mailed.
11.4 Preparation of Delinquency Report: After the last payment deadline provided in the --
delinquency letter mailed in Subtask 11.3, DTA will prepare a delinquency report which
identifies all parcels for which demand letters were sent, any payments received by City,
the payment date, and any amounts still delinquent. This report will be transmitted to
City for their records.
Task 12 Thirty Day Follow-up
DTA will prepare and print on City letterhead, notification of foreclosure option for all
properties that still have delinquent special taxes at the end of the collection period identified in
the first delinquency letter. This notification will be transmitted to City for signature and
mailing.
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EXHIBIT B - FEE SCHEDULE
MELLO-ROOS SPECIAL TAX ADMINISTRATION SERVICES
CITY OF MENIFEE --
COMMUNITY FACILITIES DISTRICT NO.2012-1
(AUDIE MURPHY RANCH)
For purposes of developing the annual administrative services budget for CFD No. 2012-1 we
have divided our Scope of Work into two main categories:
(A) General Administrative Duties,and
(B) Delinquency Management,
(A) COMPENSATION FOR GENERAL ADMINISTRATIVE DUTIES
DTA's proposed annual compensation for the completion of General Administrative Duties
(Tasks 1 through 10) is a time and materials fee not to exceed $5,000 annually in accordance
with the rates listed in Section C below. Monthly progress payments will be made by City upon
presentation of an invoice by DTA providing details of services rendered and expenses incurred.
At City's request, services in addition to those identified under General Administrative Duties
may be provided if the total compensation required to complete Tasks 1 through 10 is less than
$5,000, Alternatively, if the Scope of Work can be completed for less than the maximum
amount,only the hours actually expended will be billed.
(B) COMPENSATION FOR DELINQUENCY MANAGEMENT
If Delinquency Management (Tasks 11 and 12) is required, DTA's proposed compensation for ,
the completion of such service is a time and materials fee not to exceed $2,500 annually in
accordance with the rates listed in Section C below.
(C) HOURLY RATES
David Taussig&Associates,Inc.
Fiscal Year 2012-2013 ourly Rates
Vice President $195/Hour
Senior Associate $180/Hour
Associate $165/Hour
Senior Analyst $130/Hour
Financial Analyst $115/Hour
Research Assistant $100/Hour
LIMITATIONS
In addition to fees for services, City shall reimburse DTA for out-of-pocket and administrative
expenses by paying a charge equal to 3%of DTA's monthly billings for labor,plus clerical time
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@ $75 per hour, travel costs, and any outside vendor payments, not to exceed a total of$750
annually.
Hourly billing rates are also subject to cost-of-living increases after 12 months from the
execution of an agreement covering administrative services.
Additional services other than those necessary to amend errors on the part of DTA are not
covered by the maximum budgets listed above. As for Task 9, detailed written responses or
formal meetings with property owners to resolve disputes will be classified as Additional Work
and billed at hourly rates listed above. Annexations of additional property into CFD No. 2012-1
and preparation of Eligible Facilities and Services worksheets shall require additional fees.
Furthermore, DTA has assumed that the City will provide DTA with a copy of all building
permits issued within CFD No.2012-1.
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