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Ordinance No. 11,242ORDINANCE NO. 1 1.2=2 AN ORDINANCE. OF 'I -HE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS, AUTEIOR1ZtNG TPLE CI "I-Y MANAGER TO EXECUTE AND -1 -HE CITY CLERK TO A -I -TEST TO A CONSULTING SERVICES AGREEMENT Wt'I'11 I IALFF ASSOCIATES, INC.. FOR THE UPDATE AND 13EVELOP�v9EN "I' OF PARKS_ RECREA "PION. OPEN SPACE_ GREENWA'v'S AND TRAILS NtASTFR PLAN; AUTI IOR[ZNG PAYMENT IN AN AMOUNT NOT 'TO EXCEED ONE HUNDRED TI- ICUSAND AND 1"4O /100 DOLLARS ($100,000.00); AND PROVIDYNIG FOR THE EFFF_C -I-IVE DATE THEREOF. * ww*********** W**W******** * **** *W* ww** *w****** w* *w*** **** * * * *wW **WW** *** * * * * * * * * * *'4- *C ***4. BE FF ORDAINED BY 'TI IE CITY COUNCLL O TF IE- CITY OF BAYTOW"N, TEXAS: Section 1: That the City Council of the City of Baytown. Texas. hereby authorizes the City Manager- to execute and the City Clerk to attest to a Cor1S1.11ting Services Agreement with HallfAssociates, Inc., fbr the update and development of Parks, Recreation. Open Space_ Greenways and Trails'Niaster Plan. A copy o1'such agreement is attached hereto as Exhibit "A`° and incorporated herein for all intents and purposes. Section 2: That the City Council ofthe City orBaytown authorizes paynicnt to Halff Associates. Inc_, in the an -iount ofONE HUNDRED T1 IOUSAND AND N0/1 00 DOLLARS (S 100,000.00). pursuant to the a�,recment identified in Section I hereof. Section 3: That the City Manager- is hereby granted general authority to approve any chan-t: order involving_ a decrease or an increase in costs of- FWENTY -FIVE THOUSA \7D ANI-)� NO/I 00 DOLLARS ($25,000.00) or less; however, the original contract price may not be increased by more than twenty-five percent (25 %) or decreased by more than t\%enty -five percent (25 %) Lvithout the consent ofthe contractor to such decrease. Section 4: This ordinance shall take effect immediately front and after its passage by the City Council of the Citv of Bavto-vn. INTRODUCED- READ and PASSED by the affirmative vote oft City Council of the City of Bayto%vn this the I -`1t day of November. 2009. AC10 RAMIREL, SR., Cite A EPHE'T�H. DONCARLOS. \I K:`'KarenWiles'�Ctty COntizil4Urdtnance� '2009 \No%�cmber 12`.Consu It in �A rccment4 Yarks N tasterl'1an. doe Exhibit "A" CONSULTING SERVICES AGREEMENT STATE OF TEXAS § & KNOWN BY THESE PRESENTS: COUNTY OF HARRIS This Agreement is made this _ day of , 2009, by and between the City of Baytown, Texas, a home -rule municipality located in Hams and Chambers Counties, Texas, hereinafter referred to as the "City," and Halff Associates, Inc., a Texas corporation, hereinafter referred to as the "Consultant "; and the Parties do hereby make and enter into the following agreement: ARTICLE I. Consultant 1.1 The Consultant as an independent contractor covenants and agrees to perform professional services for the development and preparation of the City of Baytown Parks, Recreation, Open Space, Greenways and Trails Master Plan as described in Article II hereof. Such services shall be performed by the Consultant in accordance with the terms of this Agreement and for the consideration herein stated. The Consultant covenants and agrees to perform the services in a professional manner. The Consultant shall complete the scope of work and shall submit reports to the City as required. 1.2 The Consultant shall provide its services under this Agreement with the same degree of care, skill and diligence as is ordinarily provided by such professional under similar circumstances for the preparation of the City of Baytown Parks, Recreation, Open Space, Greenways and Trails Master Plan and to which this Agreement applies. The Consultant will further give professional consultations and advice to the City during the performance of the services under this Agreement. ARTICLE 11. Scope of Work 2.1 The Consultant will perform the professional services related to the City of Baytown Parks, Recreation, Open Space, Greenways and Trails Master Plan as set for in Exhibit "A," which is attached and made a part of this Agreement for all intents and purposes. 2.2 Pursuant to this Agreement, the City shall have the option to obtain the services of the Consultant to perform additional services. Such additional services shall be described in a written amendment to this Agreement, as agreed mutually by the City and the Consultant, including a description of the additional work, associated compensation, and time schedule as applicable. Consulting Services Agreement. Page I ARTICLE 1II. Consultant Personnel 3.1 The Consultant represents that it has or will secure at its own expense, all personnel required in performing the services under this Agreement. Such personnel shall not be employees of or have any contractual relationship with the City. 3.2 The Consultant may contract with subconsultants for portions of the work or services under this Agreement with the prior written approval of the City. Any work or services subcontracted hereunder shall be specified by a written Agreement and shall be subject to the provisions of this Agreement. ARTICLE IV. Support Services 4.1 To the extent authorized by law, the readily available existing data and documentation obtained by the City that are relevant to the accomplishment of the Scope of Work specified in Article II shall be made available by the City for use by the Consultant. However, in providing such data and documentation, the City makes no warranty as to the accuracy or reliability of the same. 4.2 The City shall consider and act on all documents and project work items submitted by the Consultant that require review, comments or approval by the City within a reasonable period of time so as to enable the Consultant to complete the work on schedule as provided in Article V of this Agreement. 4.3 The City agrees to provide the Consultant with support services needed to organize, schedule, notify, provide, meet, locate, conduct meetings, and prepare minutes of meetings for the City of Baytown Parks, Recreation, Open Space, Greenways and Trails Master Plan, including committees, workshops, public meetings and public hearings as described in Article II. The Consultant will advise and coordinate with the City to accomplish these support services. ARTICLE V. Time of Performance 5.1 The Consultant shall commence services upon execution of this Agreement and receipt of written notice to proceed from the City. 5.2 The Consultant shall complete the services described in Article II within 300 calendar days from the notice to proceed, in accordance with the schedule, which is attached hereto as Exhibit "B" and incorporated herein for all intents and purposes, unless the scope of work and time of performance are changed in accordance with Article X. Consultine Services Agreement, Page 2 5.3 The completion schedule set forth in Section 5.2 may not be subject to causes that result in delay over which neither the Consultant nor the City has any control. Notification and justification of any such delays identified by the Consultant must be made in writing and approved by the City. The schedule of work will be extended to include any such delays pursuant to Article X. 5.4 Except for the indemnity provided for in Article XIII, this Agreement shall terminate upon the City's final acceptance of work completed by the Consultant, unless otherwise terminated or modified as hereinafter provided. ARTICLE VI. Compensation to Consultant 6.1 The City shall compensate the Consultant for the professional services performed under this Agreement. For the basic services described in Exhibit "A," the City shall pay the Consultant in full payment for services rendered, including project- related costs and subconsultant expenses, a sum not to exceed ONE HUNDRED THOUSAND AND NO 1100 DOLLARS ($100,000.00). The actual amount of compensation is based upon the fee schedule, which is attached hereto as Exhibit "C" and incorporated herein for all intents and purposes, and project related expenses shall be actual cost times a multiplier of I.I. The amount of compensation and project - related expenses may be modified pursuant to Article X, in the event of increased cost, change in the scope of work, time of performance, delays or increase or decrease in the complexity or character of the work. 6.2 For additional services rendered pursuant to Section 2.2, the City shall compensate the Consultant in the manner similar to the basic services and in accordance with the maximum amount payment and other terms as specified in the amendatory agreement providing for the additional services. 6.3 Payment shall be made on the basis of percentage of completion for each phase as agreed to by the parties, but in no case shall final payment on any individual phase be made until all products required for that phase are received and accepted by the City. Payments shall be made only after receipt and acceptance by the City of an invoice therefor. The invoice shall not exceed the portion of the compensation attributable to the specified phase of service completed as noted in Exhibit "C." Each invoice shall be certified as true and correct by an officer of the Consultant. Each invoice is due and payable by the City within thirty days following the date of its receipt by the City or within thirty days of receipt of the invoiced services, whichever is later. However, the City shall not be obligated to pay the full amount of an invoice if there is a dispute in the bill tendered by the Consultant to the City for payment. In such case, the City shall pay only the undisputed amount. 6.4 The terms of this Agreement are contingent upon sufficient appropriations and authorization being made by the City for the performance of this Agreement. If at any time during the period of performance under this Agreement, the City does not make Consulting_Scrviccs Agreement. Page 3 sufficient appropriations and authorizations, this Agreement shall terminate upon written notice being given by the City to the Consultant. The City's decision as to whether sufficient appropriations are available shall be accepted by the Consultant and shall be final. In the case of termination due to the lack of sufficient appropriations, the termination provisions of Section 10.4 shall apply. ARTICLE VII. Product of Services. Copyrieht 7.1 The Consultant and the City mutually agree that reports, maps and materials prepared or developed under the terms of this Agreement shall be delivered to and become the property of the City. The Consultant shall have the right to retain copies and to utilize the product of its services for marketing purposes, except for any confidential information, as defined in Article XI hereof. 7.2 The Consultant shall fumish the City with the number of copies of reports as indicated in Article II. 7.3 Nothing produced in whole or in part by the Consultant under this Agreement shall be subject to application for copyright by or for the Consultant. 7.4 The Consultant hereby grants and conveys an ownership interest to the City in all work products relating to the services required to be performed in this Agreement without additional compensation. ARTICLE VIII. Private Interest of Public Officials and Consultant 8.1 No employee, agent or member of the City Council of the City shall have any financial interest, direct or indirect, in this Agreement or the proceeds thereof. ARTICLE IX. Certifications of Consultant 9.1 The Consultant has not employed or retained any company or person, other than a bona fide employee working solely for the Consultant, to solicit or secure this Agreement, and that it has not been paid or agreed to pay any company or person other than a bona fide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, or any other consideration contingent upon or resulting from the award or making of this Agreement. 9.2 The Consultant presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services under this Agreement. Consulting Services Aereemcnr. Page 4 ARTICLE X. Changes or Termination 10.1 This Agreement may not be altered, changed or amended except by instrument in writing executed by the parties hereto. 10.2 The City may, from time to time, request changes in the scope of work and time of performance for the services of the Consultant to be performed hereunder. Such changes, including any increase or decrease in the amount of the Consultant's compensation, which are mutually agreed upon by and between the City and the Consultant, shall be incorporated in written amendments to this Agreement. 10.3 This Agreement, with the exception of Article XIII, may be terminated before the expiration date specified in Article V by any of the following conditions: a. Right of either party to terminate for cause. This Agreement may be terminated by either of the parties hereto for failure by the other party to perform in a timely and proper manner its obligation under this Agreement. A signed written notice of such termination shall be delivered to the other party by registered or certified mail and such termination shall take effect fifteen days after the notice is deposited in the mail provided that the failure to perform has not been remedied in full prior to the expiration of the fifteen -day period. By such termination, either party may nullify obligations already incurred for the performances or failure to perform before the termination date. b. Right of the City to terminate for convenience. This Agreement may also be terminated by the City for reasons other than failure by the Consultant to perform in a timely and proper manner its obligations under this Agreement. A signed, written notice of such termination shall be delivered to Consultant by registered or certified mail and such termination shall take effect not less than seven days following the date that the notice is deposited in the mail or at 5:00 p.m. on the date the notice is received by the Consultant, whichever is sooner. 10.4 Upon receipt of a notice of termination under any of the conditions under Section 10.3, the Consultant shall, unless the notice otherwise directs, immediately discontinue all services in connection with the performance of this Agreement. Within thirty (30) days after the conditions specified in Section 10.3 being met or within thirty (30) days after the Consultant submits a statement of the actual services performed and payment requested, or within thirty (30) days after the City's receipt of all data, study products and all other work products required to be tendered to the City, whichever is later, the City shall pay the Consultant allowable costs incurred, less previous payments. The City will only be obligated to compensate the Consultant in a just and equitable manner for those services actually performed prior to the effective date of termination. Data, study products and all other work product prepared by Consultant under this Agreement shall be delivered to the City within thirty (30) days after the receipt of the notice of termination if terminated by Consultine Services Agreement, Page 5 the City or within thirty (30) days after tendering the notice of termination if terminated by the Consultant. 10.5 Notwithstanding the provisions of Section 10.4 above, Consultant shall not be relieved of liability to the City for damages sustained by the City by virtue of any negligent act or omission or any breach of the Agreement. ARTICLE XI. Confidentiality 11.1 Any information deemed by the City to be confidential pursuant to the Texas Public Information Act that is provided to or developed by the Consultant in the performance of this Agreement shall be kept confidential and shall not be made available to any individual or organization by the Consultant without prior written approval of the City. 11.2 The Consultant shall have the obligation to provide documentation to the City as may be required pursuant to a public information request for the same under the Texas Public Information Act. ARTICLE XII. Inspection of Records 12.1 The Consultant shall maintain accounts and records, including personnel, property and financial records, adequate to identify and account for all costs pertaining to this Agreement and such other records as may be deemed necessary by the City to assure proper accounting for all project funds. These records will be retained for three years after the expiration of this Agreement. 12.2 Any time during normal business hours and as requested by the City, the Consultant shall make available to the City for examination all of its project records with respect to all matters covered by this Agreement and will allow the City to review, examine and make excerpts from such records, and to make copies of all contracts, invoices, materials, payrolls, records of personnel, conditions of employment and other data relating to all matters covered by this Agreement. The financial records of the Consultant will be available upon request by the City's representative in a timely manner at City Hall in Baytown, Texas, for audit purposes to the City or its authorized representative. In any event, the financial records shall be made available to the City within (10) days of the City's request for the same. All copies made by the City pursuant to this Section shall be made at the sole cost and expense of the Consultant. Consulting Services Agreement. Page 6 ARTICLE XIII. Insurance and Indemnification 13.1 Throughout the term of this Agreement, the Consultant at its own expense shall purchase, maintain and keep in force and effect insurance against claims for injuries to or death of persons or damages to property which may arise out of or result from the Consultant's services, whether such services be by the Consultant, its agents, representatives, volunteers, employees or subconsultants or by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable. 13.2 The Consultant's insurance coverage shall be primary insurance with respect to the City, its officers, agents and employees. Any insurance or self - insurance maintained by the City, its officials, agents and employees shall be considered in excess of the Consultant's insurance and shall not contribute to it. All coverage for subconsultants shall be subject to all of the requirements stated herein, except as provided in Exhibit "D," which is attached hereto and incorporated herein for all intents and purposes. 13.3 The following insurance shall be required under this Agreement and shall meet or exceed the minimum requirements set forth herein: Commercial General Liability • General Aggregate: $1,000,000 • Per Occurrence: $500,000 • Coverage shall be at least as broad as ISO CG 00 01 10 93 • No coverage shall be deleted from standard policy without notification of individual exclusions being attached for review and acceptance. Business Automobile Policy • Combined Single Limits: $500,000 • Coverage for "Any Auto" 3. Errors & Omissions (E &O) • Limit: $500,000 • Claims -made form is acceptable. 4. Workers' Compensation • Statutory Limits • Employer's Liability $500,000 • Waiver of Subrogation required. 13.4 Prior to any work being performed on the site, the Consultant shall file with the City valid Certificates of Insurance and endorsements acceptable to the City. Such Certificates shall contain a provision that coverage afforded under the policies will not be canceled, suspended, voided, or reduced until at least thirty (30) days' prior written notice has been given to the City via certified mail, return receipt requested. Consulting Services Agreement, Page 7 13.5 The Consultant shall also file with the City valid Certificates of Insurance covering all subconsultants. 13.6 The following are general requirements applicable to all policies: 13.7 ➢ AM Best Rating of B +; VII or better. ➢ Insurance carriers licensed and admitted to do business in State of Texas will be accepted. ➢ Liability policies must be on occurrence form. Errors and Omissions can be on claims -made form. ➢ Each insurance policy shall be endorsed to state that coverage shall not be suspended, voided, canceled 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. ➢ The City, its officers, agents and employees are to be added as Additional Insureds to all liability policies, with the exception of the Errors and Omissions Policy required herein. > Upon request of and without cost to City of Baytown, certified copies of all insurance policies and/or certificates of insurance shall be fumished to City of Baytown's representative. Certificates of insurance showing evidence of insurance coverage shall be provided to the City's representative prior to any work being performed at the site. Upon request and without cost to the City, certified copies of all insurance polices and/or certificates of insurance shall be furnished to the City. ➢ Upon request of and without cost to City of Baytown, loss runs (claims listing) of any and/or all insurance coverage shall be furnished to City of Baytown's representative. THE CONSULTANT AGREES TO AND SHALL INDEMNIFY, HOLD HARMLESS, AND DEFEND THE CITY, ITS OFFICERS, AGENTS AND EMPLOYEES (HEREINAFTER COLLECTIVELY REFERRED TO AS THE "CITY "), FROM AND AGAINST ANY AND ALL CLAIMS, LOSSES, DAMAGES, CAUSES OF ACTION, SUITS AND LIABILITY OF EVERY KIND, INCLUDING, BUT NOT LIMITED TO, ALL EXPENSES OF LITIGATION, COURT COSTS, AND ATTORNEYS' FEES, FOR INJURY TO OR DEATH OF ANY PERSON, OR FOR ANY AND ALL DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE SERVICES PROVIDED BY THE CONSULTANT PURSUANT TO THIS AGREEMENT, THE CONDUCT OR MANAGEMENT OF THE CONSULTANT'S BUSINESS OR ACTIVITIES, OR FROM ANY OTHER ACT OR OMISSION BY THE CONSULTANT, ITS AGENTS, AND EMPLOYEES, WHEN PERFORMING SERVICES IN Consulting Services Agreement, Pagc 8 ACCORDANCE WITH THIS AGREEMENT, WHERE SUCH INJURIES, DEATH OR DAMAGES ARE CAUSED BY THE JOINT NEGLIGENCE OF THE CITY AND ANY OTHER PERSON OR ENTITY AND /OR BY THE JOINT OR SOLE NEGLIGENCE OF THE CONSULTANT. IT IS THE EXPRESSED INTENTION OF THE PARTIES HERETO, BOTH THE CONSULTANT AND THE CITY, THAT THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH IS INDEMNITY BY THE CONSULTANT TO INDEMNIFY AND PROTECT THE CITY, ITS OFFICERS, AGENTS AND EMPLOYEES FROM THE CONSEQUENCES OF (I) THE CITY'S OWN NEGLIGENCE, WHERE THAT NEGLIGENCE IS A CONCURRING CAUSE WITH THAT OF THE CONSULTANT OF THE RESULTING INJURY, DEATH OR DAMAGE AND /OR (II) THE CONSULTANT'S JOINT AND /OR SOLE NEGLIGENCE. FURTHERMORE, THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH SHALL HAVE NO APPLICATION TO THE CITY FOR ANY CLAIM, LOSS, DAMAGE, CAUSE OF ACTION, SUIT AND LIABILITY WHERE THE INJURY, DEATH OR DAMAGE RESULTS FROM THE SOLE NEGLIGENCE OF THE CITY, UNMIXED WITH THE FAULT OF ANY OTHER PERSON OR ENTITY. IN THE EVENT THAT ANY ACTION OR PROCEEDING IS BROUGHT AGAINST THE CITY BY REASON OF ANY OF THE ABOVE, THE CONSULTANT FURTHER AGREES AND COVENANTS TO DEFEND THE ACTION OR PROCEEDING BY LEGAL COUNSEL ACCEPTABLE TO THE CITY. The indemnity provided hereinabove shall survive the termination and/or expiration of this Agreement. 13.8 By this Agreement, the City does not consent to litigation or suit, and the City hereby expressly revokes any consent to litigation that it may have granted by the terms of this Agreement or any other contract or agreement, any charter, or applicable state law. Nothing herein shall be construed so as to limit or waive the City's sovereign immunity. The Consultant assumes full responsibility for its work performed hereunder and hereby releases, relinquishes and discharges the City, its officers, agents, and employees from all claims, demands, and causes of action of every kind and character, including the cost of defense thereof, for any injury to or death of any person (whether they be either of the parties hereto, their employees, or other third parties) and any loss of or damage to property (whether the property be that of either of the parties hereto, their employees, or other third parties) that is caused by or alleged to be caused by, arising out of, or in connection with the Consultine Services Agreement. Pagc 9 Consultant's work to be performed hereunder. This release shall apply with respect to the Consultant's work regardless of whether said claims, demands, and causes of action are covered in whole or in part by insurance. ARTICLE XIV. Miscellaneous Provisions 14.1 Neither the City nor Consultant shall be required to perform any term, condition or covenant of this Agreement while such performance is delayed or interrupted by acts of God, material or labor restrictions by any governmental authority, civil riot, flood, fire, hurricanes or other natural disasters, any other cause not within the control of the City or Consultant that by the exercise of due diligence the City or Consultant is unable wholly or in part, to prevent or overcome and supersedes all prior agreements and understandings between City and Consultant concerning the subject matter of this Agreement. Any such delay in performance shall be excused only for the same amount of time as the occurrence giving rise to the delay shall have lasted or such period of time as is reasonably necessary after such occurrence abates for the effects thereof to have dissipated as determined in the sole discretion of the City. 14.2 This Agreement constitutes the entire agreement between the City and Consultant. No agreements, amendments, modifications, implied or otherwise, shall be binding on any of the parties unless set forth in writing and signed by both parties. 14.3 If one or more of the provisions of this Agreement or the application of any provision to any party or circumstance, is held invalid, unenforceable or illegal in any respect, the remainder of this Agreement and the application of the provision to other parties or circumstances shall remain valid and in full force and effect. 14.4 Any notice required to be given pursuant to the terms and provisions of this Agreement shall be in writing and shall be mailed by certified or registered mail addressed as set forth below or at such other address as may be specified by written notice: CONSULTANT Halff Associates, Inc. Attn: Jim Carrillo 4030 West Braker Lane, Suite 450 Austin, TX 78759 -5356 CITY City of Baytown Attn: City Manager P.O. Box 424 Baytown, TX 77522 Consultine Services Agreement. Page 10 14.5 The Consultant shall not assign any interest in this Agreement and shall not transfer any interest in the same without the prior written consent of the City thereto. 14.6 The City and Consultant each bind itself and its successors, executors and administrators and assigns of such other parties, in respect to all covenants of this Agreement. Nothing herein shall be construed as creating any personal liability on the part of any officer, board member, commissioner, employee or agent of the City. 14.7 The Consultant at such times and in such foams as the City may require, shall furnish the City such periodic reports as it may request pertaining to the work or services undertaken pursuant to this Agreement. 14.8 Each provision and clause required by law to be inserted into the Agreement shall be deemed to be included herein and this Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either party. 14.9 The failure on the part of any party herein at any time to require the performance by the other party of any portion of this Agreement shall not be deemed a waiver of or in any way affect that party's rights to enforce such provision or another provision in the future. Any waiver by any party herein of any provision hereof shall not be taken or held to be a waiver of any other provision hereof or any other breach hereof. Furthermore, any waiver by either party of a breach of any provision of this Agreement shall not constitute a waiver of any subsequent breach of this Agreement. 14.10 Any and all representations and conditions made by the Consultant under this Agreement are of the essence of this Agreement and shall survive the execution, delivery and termination of it, and all statements contained in any documents required by the City, whether delivered at the time of execution or at a later date, shall constitute representations hereunder. 14.11 In the event of default by any party herein, all other parties shall have all rights and remedies afforded to it at law or in equity to recover damages and to interpret or enforce the terms of this Agreement. The exercise of any one right or remedy shall be without prejudice to the enforcement of any other right or remedy allowed at law or in equity. 14.12 This Agreement shall be construed in accordance with the laws of the State of Texas. This Agreement is performed in Harris County, Texas, and is subject to all applicable Federal and State laws, statutes, codes, and any applicable permits, ordinances, rules, orders and regulations of any local, state or federal government authority having or asserting jurisdiction. 14.13 In the performance of this Agreement, the Consultant will not discriminate against any employee or applicant for employment because of race, color, religion, age, sex or national origin. The Consultant will, in all solicitations or advertisements for employees placed by or on behalf of it, state that it is an equal opportunity employer. Consulting Services Agreement. Page I 1 14.14 Notwithstanding anything to the contrary contained in this Agreement, the City and the Consultant hereby agree that no claim or dispute between the City and the Consultant arising out of or relating to this Agreement shall be decided by any arbitration proceeding including, without limitation, any proceeding under the Federal Arbitration Act (9 U.S.C. Sections 1 -14), or any applicable State arbitration statute, including, but not limited to, the Texas General Arbitration Act, provided that in the event that the City is subjected to an arbitration proceeding notwithstanding this provision, the Consultant consents to be joined in the arbitration proceeding if the Consultant's presence is required or requested by the City for complete relief to be recorded in the arbitration proceeding. 14.15 Two copies of this Agreement are executed; each shall be deemed an original. 14.16 The parties acknowledge that they have read, understand and intend to be bound by the terms and conditions of this Agreement. 14.17 The section headings are used in this Agreement for convenience and reference purposes only and are not intended to define, limit or describe the scope or intent of any provision of this Agreement and shall have no meaning or effect upon its interpretation. 14.18 Words of any gender used in this Agreement shall be held and construed to include any other gender, and words in the singular number shall be held to include the plural, and vice versa, unless context requires otherwise. 14.19 The officers executing this Agreement on behalf of the parties hereby confirm that such officers have full authority to execute this Agreement and to bind the party he /she represents. IN WITNESS HEREOF, the parties have executed this agreement in duplicate originals at Baytown, Harris County, Texas. CITY: CITY OF BAYTOWN GARRISON C. BRUMBACK, City Manager ATTEST: LETICIA GARZA, City Clerk APPROVED AS TO FORM: IGNACIO RAMIREZ, SR., City Attorney Consulting Services Agreement, Pap 12 CONSULTANT: HALFF ASSOCIATES, INC. e. Printed Name WL Title STATE OF TEXAS COUNTY OF HARRIS Before Fn= ` , the undersigned notary public, on this day personally appeared F . eaff i the y ; L �Cg& e�L of Halff' Associates, Inc., on behalf of such corporation (check one) known to me: proved to tile on the oath of or proved to me throw (Th his!her current {description of' identification card or other document issued by the federal government or any state government that contains the photograph anti signature of' the acknowledging person; to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he /shc executed that instrument for the purposes and consideration therein expressed. Given raider my hand and seal of office this day ol'_ b� Lt�1 , 2009. :�l in fiEhJkE IiUGG s AL P:ntary Public i STATE OF TEXAS Comm. Exp. Oct 5. 2010 l':`Jhocumcnis and 5citing,lKvcn.f lurncr, llc> Ltup ',Gin>uUmgscniccsAgrccmcnt.duc ('onstiltin5 Services Aereemem Page 13 Notary Public in and for the State of Tcxas rely commission expires: uAl ") pl D Exhibit "A" Scope of Work SCOPE OF SERVICES TO BE PROVIDED The scope of work for this planning effort include the preparation of the City of Baytown Parks, Recreation, Open Space, Greenways and Trails Master Plan, including extensive public input processes, needs assessments, facility and system recommendations and priorities, the preparation of a document. Original digital files will be provided to the City of Baytown in PDF and Microsoft Word format for both draft and final versions of the plan to distribute to committee members, elected officials and members of the public. PLANNING PROCESS ASSUMPTIONS The scope of services for this proposal has been prepared using the following assumptions as a basis for its preparation: I . The project area will include the current city limits of the city of Baytown as well as areas included in the City's extraterritorial jurisdiction ( "ETJ" ). 2. The planning effort will include a mail out and on -line citizen surveys as major components of the Parks, Recreation, Open Space, Greenways and Trails Master Plan. These surveys will be conducted by Raymond Turco and Associates. 3. A survey of area students will also be conducted, if permitted by the Goose Creek Consolidated Independent School District ( "GCCISD "). This survey will be prepared by the Consultant, but will be administered in schools by school teachers, subject to the approval of the District Superintendent. If not permitted by GCCISD, surveys will be administered by City staff to students as they visit the Nature Center and Wetlands Center. 4. Intercept surveys in key parks and at public meetings will be included as described in this scope of work. 5. Recommendations regarding grant assistance for potential future grant applications will be made by Elaine Dill of DFL LLC. 6. Assistance in preparing parkland dedication ordinance recommendations will be provided by Dr. John Crompton and the Consultant. 7. Cost projections prepared as part of this effort are understood to be at a planning level and are prepared prior to any detailed master planning for individual projects. These cost projections use professional judgment and are at an order of magnitude level. Such cost projections will vary as more detailed design occurs after the completion of the planning process and as inflationary influences occur. 8. The City will endeavor to secure the necessary permissions from adjacent landowners, for access through, or across, any non -city properties if required as a part of planning efforts associated with this project. 9. The City will provide electronic and printed copies of all previously prepared background information, studies and data that are appropriate for a Exhibit "A." Page l comprehensive park planning effort such as this subject to Article IV of the Agreement. 10. Subject to Article IV of the Agreement, the City will provide inventory information on known existing facilities in city-owned parks in Baytown. City staff will provide general anecdotal information on other known non -city recreation facilities such as those provided by the YMCA, Lee College, GCCISD and other privately owned entities. Information on the condition of existing park facilities will be provided by the City staff and will be supplemented by the Consultant as the planning effort progresses. 11. Efforts and products to be provided by the City are listed under each task, which are all understood and agreed to be subject to Article IV of the Agreement. Other background information may be appropriate and may be requested during the course of the planning effort and shall also be subject to Article IV. 12. The City will be responsible for advertising all notices and announcements for public meetings or events conducted as part of this process, including postings on the City's website, press releases to area newspapers and mass media, and legal notifications and postings where necessary. 13. The City staff will schedule all meetings and presentations to the City Council and to various Boards and Commissions that may be required as part of this planning process. 14. Workshop meetings with the Baytown Parks and Recreation Advisory Board are included in this scope of services at key junctures. A review meeting with the Redevelopment Authority Board, the Reinvestment Zone No. 1, Baytown, Texas, the Baytown Municipal Development District Board, the Community Development Advisory Commission, the Beautification Advisory Commission, the Planning and Zoning Commission and the Youth Advisory Commission are included in this scope of work. Meetings with the Planning and Zoning Commission are included to discuss and approve a parkland dedication ordinance. Briefings with City Council are included, which at a minimum shall be held at the beginning, at the time of draft submittal, and for final approval. Where practicable as determined in the sole discretion of the City Manager, meetings will be scheduled to occur on the same or consecutive days. 15. Current master plans for Aquatics and the Baytown Nature Center will be incorporated into the overall plan as addenda documents. 16. Final report documents will be delivered in original Microsoft Word format and in PDF format, in electronic and one original copy modes. Final document will be in a text and graphic format that is easy to modify by City staff. 17. Tasks prepared as part of this planning effort may occur concurrently where appropriate or in some cases may deviate from the sequence shown in this Scope of Work. Meetings, when practicable as determined in the sole discretion of the City Manager, will be scheduled on consecutive days and evenings for greater project efficiency. 18. Mapping prepared as part of this planning process will be developed in both GIS and graphic formats. As applicable, final shape files generated by the plan will be delivered to the City upon plan completion. Exhibit "A:' Page 2 19. All electronic files, including but not limited to images, CAD files, GIS files, and Photoshop files, shape files, provided by Consultant to the City shall be in a format whereby the City shall be able to manipulate the data therein. The Consultant will perform the tasks delineated in each of the following phases of service. PHASE I. PRE- PLANNING Task 1. Pre - planning and Background Information (a) Pre - planning. Conduct a kick -off meeting to discuss schedules, deliverables, key review points, etc. Determine city sectors to use (quadrants or Council districts). Prepare a list of available background information to be provided by the City for use in developing the master plan. (b) Previous studies. Review documents from previous studies for aquatics, other master plans for parks as available, concepts for newly acquired properties, and other applicable efforts (as provided by the City). (c) Develop base mapping. Use GIS data base provided by the City to prepare base mapping for the master planning process. (d) History of past plan and achievements of that plan. Incorporate outline summary of achievements accomplished over the past 10+ years since previous master plan was prepared. (e) Unit of government. Develop text for report and necessary mapping outlining the jurisdictional area covered by the planning process. (f) Socio- economic data. Assemble data from the City Planning Department, US Census, HGAC, State of Texas and well as other data sources. Incorporate other economic data assembled by the Baytown Chamber of Commerce and other local sources as readily available. No special socio - economic data assembly by the City is anticipated as part of this process. (g) Demographics. Assemble demographic data by city planning sector as available from existing City sources. Prepare table and mapping products for use in report. Product by Consultant. Attend kickoff meeting, incorporate City GIS files for use in the planning effort, review previous studies, obtain demographic and socio- economic data from the Baytown Planning Department, review and incorporate into the plan in written and table format, prepare summary of applicable major national, state and area recreation and leisure trends in written form. Task Components by City. Provide digital copy of previous master planning efforts and City's comprehensive plan, provide base GIS files in digital format, provide most recent digital aerial photography of the City, provide most recent population and demographic data, provide data on recent growth pattern trends throughout the City. Task Z. Develop Draft System Goals and Objectives (a) Prior goals. Review any prior system goals with City staff. Exhibit "A:' Page 3 (b) Draft goals and objectives. Compile a preliminary list of goals and objectives for the Parks system, to serve as a framework for modification by staff and the citizens of Baytown. These goals will be based on previous policy statements approved by the Baytown City Council, such as the Baytown 2025 Plan and the City's Visioning statement, as well as new goals developed through citizen, staff and elected and appointed official input. Review with City Staff and modify as appropriate per comments received. These will remain in a draft form until final plan approval, so that public comment can be used to modify them if appropriate. (c) Draft park standards. Prepare standards for City parks, including, but not limited to, type of playground equipment, standard trail width, shelters, benches, and picnic sites. Product by Consultant. Review any previous goals and objectives, prepare new goals in draft form for the system and incorporate into the planning document. Task Components by City - Review draft goals and objectives and comment as appropriate. Task 3. Review of Inventory of Existing Parks & Facilities (a) Prepare updated mapping that illustrates locations of park facilities. Use mapping previously prepared by City staff that shows City and other governmental or private park and open space facilities and properties in the study area. Show locations of both developed and undeveloped properties. GIS files provided by the City will be used as the initial basis for this task. (b) Inventory tables. Review existing facility inventory information provided by City staff. Quantities and locations of all known existing facilities will be provided by the City staff. Installation or construction dates for existing major facilities such as playgrounds, athletic field lighting, buildings, etc., should also be provided by City staff. Prepare inventory tables for master planning process using data provided by City staff and review with City staff. Incorporate changes or modifications as necessary. Incorporate into data base when complete. Assemble and incorporate general information about other non -City recreation facilities in Baytown. (c) Conduct general assessment of each existing park. Tour all park facilities, conduct review of facilities in each park and potential issues and changes within each existing park. Document with photographs. Review potential issues and modifications to each park with City staff. Product by Consultant. Tour of existing park facilities (with City staff if appropriate). Update mapping of existing parks in GIS data base. Review inventory of existing parks, both developed and undeveloped. Prepare planning level assessment of improvements required in each park, or issues to be addressed in existing park facilities. Task Components by City. Provide inventory of existing facilities and mapping in each individual park and building in the City system (in digital format where available). Provide condition information for existing facilities in the park system. Provide general Exhibit "A," Page 4 anecdotal location information about other non -City recreation facilities such as the YMCA, GCCISD, Boys and Girls Clubs (if any) Lee College facilities (if any) and County or TPWD facilities (if any). Task 4. Inventory of Programs (City and Private) (a) Assemble information. The City will assemble information on existing recreation, senior, youth, athletic and aquatic programs and leagues, including participation in each activity by age group and sex over the past three years. Where readily available, City staff will also provide known data on non -City programs and leagues. Where not feasible to collect, the Planning Team will assemble general information on non -City programs and leagues. (b) Review Inventory of Recreation, Senior and Aquatic Programs. Assemble participation information provided by City staff and review, noting trends as applicable. (c) Athletic Leagues. Review tables on athletic league participation as assembled by City staff. Incorporate into data base when complete. Product by Consultant. Review of information provided by City staff, comments or questions in written form, review at meeting with staff (in conjunction with other review items). Format and incorporate information into the master plan document. Task Components by City. Tables and text describing current participation and status of recreation, senior, and athletic programs. Transmit to Planning Team in digital format. PHASE 11. CITIZEN INPUT Task 1. Kickoff Meeting with Parks and Recreation Board. (a) Conduct meeting with Parks and Recreation Board. Purpose of meeting will be to review the planning process, proposed outline of subsequent review meetings, define draft goals of the parks system, discuss inventory findings, discuss parkland dedication, and review public input process. Prepare summary of general notes from the meeting. Task 2. Interviews with Key Stakeholders (a) Interview key groups and stakeholders. Review list of potential stakeholder groups prepared by City staff. Prepare list of questions for interviews and stakeholder meetings. Meetings will be scheduled by City staff. Conduct one -on- one interviews with each key stakeholder or group. Include up to 15 separate individual or group interviews. Include a meeting with HOA leadership (homeowner /neighborhood association leadership) as assembled by City staff to discuss park related issues in their neighborhoods. Include a meeting as appropriate with GCCISD and Lee College District leadership to discuss City relationship with District. Include a meeting with Planning and Zoning Commission members. Include a meeting with the Youth Advisory Commission. Include a meeting with the Baytown Beautification Commission. Include a Exhibit "A." Page 5 meeting with key athletic organizations in a joint setting to discuss league needs and desires. Prepare written summary of each interview for inclusion in report. Interviews will to be scheduled concurrently over one three -day time frame if possible. Product by Consultant. Prepare list of interview questions, conduct interviews with key stakeholder and round table, groups, document with notes. Task Components by City. Prepare list of key entities or individuals for interviews, organize and schedule meetings, notify attendees, attend if desired. Task 3. Citywide Opinion Surveys (Findings to be classified by sectors of the City) (a) Mail Out Survey. Prepare draft survey questionnaire in I V x 17" size, folded and printed on both sides. Review with City staff and modify as appropriate. Acquire household address list from third party source. Distribute survey by US Mail to up to 5,000 randomly selected addresses throughout Baytown. Include envelope for responses without pre -paid postage. Tabulate completed questionnaires. Send reminder postcard after two weeks to addresses that have not responded. A minimum of eight cross - tabulations will be provided in printed binder format, including tabulation by sector of the city. Prepare summary analysis of survey results in table or chart format. (This task will be conducted by Raymond Turco and Associates). (b) Online Survey. Develop simple on -line survey that parallels telephone survey and submit to City for placement on City website by City ITS staff. Link will be placed on the city web site inviting residents to participate. Survey invitation will be transmitted via email by City staff using existing city data base. Prepare analysis of survey results and transmit to City for review. (This task will be conducted by Raymond Turco and Associates) (c) Primary and Secondary School Student Survey. City staff will endeavor to obtain permission for survey from GCCISD Superintendent. Develop one page (two sided) survey that parallels telephone survey. Submit original to City staff for copying and distribution by City staff to selected school principals. Administration of survey will be by classroom teachers during home room period. Completed surveys will be collected by individual schools, returned to GCCISD headquarters and collected from district headquarters by City staff. Compile 1,000 school -age student responses for 4th, 7th and 10th grade students. Tabulate responses and prepare analysis of the survey results for use in the planning effort. (d) Community Center and Other Key Area Intercept Survey. Prepare simple three to five question, one -page surveys to be distributed at community center, YMCA and at key City staff events by City staff. City staff will collect surveys after completion time period and deliver to the Planning Team. Conduct intercept surveys in multiple City parks and the Sports Complex during one Saturday during the Fall of 2009. Product by Consultant. Prepare list of survey questions, conduct mail survey by Raymond Turco and Associates, prepare online survey and administer, prepare school Exhibit "A." Pap 6 survey and deliver to City staff for distribution to schools, prepare intercept survey. The costs of mailing the surveys is included in the Scope of Work to be provided by Consultant. Task Components by City. Provide zip code data for the City for developing survey address lists, solicit approval of school survey by GCCISD Superintendent, deliver surveys to principals, recover from GCCISD offices and deliver to Consultant when completed. Administer recreation center, athletic league surveys. Review and approve mail -out and on -line survey. Task 4. Open Houses/Public Meetings (a) Open House/Public Meetings. Conduct two open house /public meeting sessions on consecutive evenings. Meetings will run from approximately 5:00 p.m. to 8:30 p.m. Light snacks and beverages may be provided by the City. Meeting advertising and stakeholder notification will be by the City. Consultant will prepare displays, meeting signs, meeting presentation, and sign in sheets as appropriate. Consultant will develop a summary of feedback comments received during the meetings. If feasible, meetings will be recorded for re- broadcasting on the City's cable access channel. These meetings will occur near the end of the Master Planning process. Product by Consultant. Meeting preparation and setup, conduct meeting with displays and presentation. Prepare summary of citizen input for inclusion in Master Plan document. Task Components by Baytown Staff. Review analyses provided by Consultant and comment as appropriate. Task 5. Public Input Summary (a) Public Input Summary. Prepare summary of trends, key issues and key opportunities identified by the public input process. Submit to City staff for review and comment. (b) Review Meeting with Parks and Recreation Board. Conduct meeting with Board to review comments received during the citizen input phase. Product by Consultant. Prepare summary of all public input findings for inclusion in Master Plan document. Task Components by City. Review analyses provided by Consultant and comment as appropriate. Task 6. Web Site Information (a) Planning Process Information for website. Summarize key findings and presentations throughout the planning process and transmit to City for placement on the City's Parks, Recreation, Open Space, Greenways and Trails Master Plan Exhibit "A." Pap 7 webpage. Include PowerPoint presentations that can be downloaded from the City's website. (b) Citizen Comment page. Assist the City in creating a comment page for citizen input regarding the master plan. City staff will record comments at regular intervals and transmit to the Planning Team for consideration and a response if necessary. Product by Consultant. Prepare periodic summary of all public input findings for inclusion in Master Plan document. Prepare summary for placement on City website. Respond to citizen comments from city website as applicable. Task Components by City. Place information provided on Project homepage, record citizen comments from website as those are received. PHASE I1I. NEEDS ASSESSMENT Task 1- Needs Assessment (Parks, Facilities, Programs) (a) Benchmark analysis. Prepare summary benchmarking review of Baytown in table format as it compared to other similar sized cities in the greater Houston metropolitan area, as well as other key similar cities throughout Texas and the Gulf Coast. A list of comparable cities will be developed using prior benchmarking samples developed by the City of Baytown as available, and/or using other regional cities that share key City characteristics. The cities used for comparison purposes will be approved or selected by the City. The benchmark summary will include a minimum of six cities and a maximum of ten similar cities. (b) Level of Service -Based Needs Approach. Develop current level of service calculations. Using those calculations as a starting point, develop target level of service goals and compare to existing service. Project deficits or surpluses. (c) Demands -Based Needs Approach. Calculate level of service projections based on demand information (number of participants, citizen input, anticipated growth by attendance or by population). (d) Resource -Based Needs Approach. Prepare opportunities based on unique natural or man -made features in the City. (e) Programs. Review existing City- provided recreation programs, current participation, and consider potential demand or changes to programming. Consider other state -of -the -art programs that are being used nationwide, and evaluate opportunities to incorporate similar programs in Baytown. Utilize input from public process to consider desire for additional types of programming. Consider need for additional facilities for indoor programming. (f) School System. Review relationship between City and school system as it relates to parks and recreation in Baytown, and recommend modifications as appropriate. Product by Consultant. Prepare benchmark review, needs assessment tables and calculations, and review with City staff. Exhibit "A." Page 8 Task Components by City. Review analyses provided by Consultant and comment as appropriate. Task 2. Needs Assessment Summary and Report Text (a) Needs Assessment Summary. Prepare summary of key needs developed as part of the assessment. Review with City staff, and prepare section text for document. Product by Consultant. Prepare needs assessment summary in table and written text, submit to City staff for review and comment, modify as appropriate and incorporate into Master Plan document. Task Components by City. Review and comment as appropriate. Task 3. Review Needs Assessment Findings with City staff and Parks and Recreation Board (a) Review Key Needs Assessment Findings with Parks and Recreation Board. Prepare presentation and review draft findings with staff and with the Parks and Recreation Board. Document comments and discussion with summary meeting notes. PHASE IV. PREPARE CITYWIDE TRAIL PLAN RECOMMENDATIONS Task 1. Trail Plan Opportunities Analysis (a) Map existing and currently proposed trails. Map existing and programmed trails in the City and directly adjacent to the City in adjacent cities. Mapped alignments will be approximate and will be based on available GIS or aerial photography data. Note key destinations in Baytown on maps. Review citizen input regarding trails collected in Phase III. (b) Draft trail alignments. Map potential trail corridors in Baytown and connections to adjacent cities. Recommend type of trail surface and width. Recommend trail standards for use in developing trails and in locating trails. (c) Draft Residential Subdivision Connectivity Regulations. One goal of the trail master plan is to provide a system of planned and existing trails to which new residential subdivisions can be required to connect. This task is for the Consultant to propose language to achieve this goal of requiring such trail connectivity as part of the City's subdivision and site plan regulations. (d) Review with City staff and Parks and Recreation Board. Submit draft opportunities and alignments mapping to City staff for review and comment. During previously scheduled meeting of Parks and Recreation Board, present for review and comment. Modify draft corridor maps per comments received. (e) Compatible with proposed transportation thoroughfare plan. The Trail plan must be compatible with the proposed transportation thoroughfare plan. Exhibit "A.' Page 9 Product by Consultant. Prepare map illustrating existing trail corridors in Baytown and previously planned trails. Prepare map illustrating potential trail corridors to be considered. Prepare text and illustrations for typical trail standards. Submit draft copy to staff for review and comment. Task Components by City. Review and comment as appropriate. Include in Parks and Recreation Board agenda for review along with other Park Plan items. Task 2. Trail Plan Implementation Recommendations and Text (a) Prepare Implementation recommendations for trails. Recommend trail priorities, potential funding sources and potential order of magnitude cost for each recommended trail. (b) Prepare trails section text. Prepare text for trails section in overall Parks, Recreation, Open Space, Greenways and Trails Master Plan document, along with plates by sectors of the City illustrating proposed trails. Include information on each corridor, including type of trail, proposed trail features, and proposed segment section. Include in document for review in Phase VII. Product by Consultant. Map and text locating and describing proposed trails, along with cost projections for each trail. Include prioritization recommendations and potential funding mechanisms. Task Components by City. Review and comment as appropriate. PHASE V. PARKLAND DEDICATION ORDINANCE PREPARATION Task 1. Prepare Draft Ordinance (a) Meet with City staff and Planning and Legal Department staff to review data on types of ordinances that have been used in Texas. Review assembled data on other comparable ordinances (especially in greater Houston area), fees charged and level of success attributed to each. (b) Discuss potential components and features of prototype ordinance with Planning and Zoning Commission and the Parks and Recreation Board. Conduct an introductory presentation of parkland dedication ordinance features and potential components to a joint meeting of the Planning and Zoning Commission and the Parks and Recreation Board. Review components of potential ordinance and solicit feedback on most appropriate options for potential Baytown ordinance. (c) Prepare draft ordinance. Prepare draft ordinance language and submit to City staff for review and comment. Modify per comments received. Product by Consultant/Planning Team. Meeting to review potential elements of an ordinance, prepare draft ordinance and submit for review, modify per comments received. Exhibit "A." Page 10 Task Components by City. Organize discussion meeting with City staff and Planning Department, as well as Planning and Zoning Commission and Parks and Recreation Board. Review draft and comment as appropriate. Task 2. Ordinance Review and Approval (a) Present to Planning and Zoning Commission and City Council. Present to Planning and Zoning Commission in workshop meeting, and modify as appropriate per comments received. Present to City Council in workshop format, and modify per comments received. (b) Present to Planning and Zoning Commission for Final Approval. Support staff in presenting to Planning and Zoning Commission for final approval. Product by Consultant/Planning Team. Prepare presentation, present to Planning and Zoning Commission and Council, modify per comments received, and assist with final approval meeting if necessary. Task Components by City. Schedule workshop and approval meetings, review submittals and comment as appropriate. PHASE VI. PREPARE CITYWIDE PARKS PLAN RECOMMENDATIONS Task 1. Preliminary Park Master Plan (a) Master Plan Recommendations. A preliminary Parks, Recreation, Open Space, Greenways and Trails Master Plan illustrating the components that are recommended will be prepared. This plan will be based on the public input findings and the conclusions of the needs assessment phase. The recommendations will consider the following seven key elements: ➢ Existing park facility improvements; ➢ Opportunities for acquisition of key open space areas, as they become available; Indoor recreation Options, based on the finding of the indoor recreation needs assessment. Include consideration of most recent national trends in recreation programming nationwide; ➢ Recreation Program recommendations to address key recreation programming needs; ➢ Funding strategies to provide predictable funding resources for the proposed improvements; ➢ Integration of Existing Aquatics/Nature Center Master Plans, along with ongoing recommendations; and ➢ Trail recommendations per trails section recommendations. (b) Develop criteria. Create draft criteria by which to rank potential actions. Criteria may include: ➢ Addresses specific need; ➢ Cost effectiveness; ➢ Acceptable maintenance burden; ➢ Site suitability; and Exhibit "A." Page 1 l Relationship to remainder of system. (c) Create Improvement Categories. Recommendations will be presented in four major categories: program improvements and additions; ➢ existing park rehabilitation needs; ➢ future land acquisition needs; and ➢ new facility development, including general aquatic and indoor facility recommendations. (d) Preliminary Ranking. Rank all recommended improvements based on the criteria developed above. Prepare a plan illustrating all recommended improvements. Prioritization of improvements, to fund most critical projects first, based on demonstrated need, with less critical components being incorporated as funding allows. Using prioritization criteria rank all recommended improvements in terms of level of need. Include summary of justification for each recommendation. (e) Parks and Recreation Board Review Presentation. Submit one original copy to City Staff for report printing for Committee members. Present draft recommendations to Parks and Recreation Board for review and discussion. Product by Consultant. Summary of master plan recommendations in plan, table and text format, criteria for ranking, preliminary ranking. Task Components by City. Review and comment as appropriate. Task 2. Implementation Plan Recommendations (a) Funding Requirements/Plan. Project funding requirements to implement prioritized actions. Recommend potential sources of funding for each action. Meet with City finance staff to determine bonding capacity and other potential revenue sources. Incorporate recommendations of CIP plan in latter step. (b) Implementation Plan. Develop action plan that details recommended sequence to implement recommendations. Include suggested timeframe for each action. (c) Governance Plan. Review parkland dedication ordinance and suggest changes if deemed necessary and appropriate. Suggest possible changes to funding mechanisms as appropriate. (d) Review current alternative funding programs (if applicable). Suggest goals and role, governance methodology, method of interaction with City. Prepare summary report for inclusion in the Master Plan. (e) Prepare draft document. Prepare draft planning document. Format will be 8.5" x 11" page size for Parks, Recreation, Open Space, Greenways and Trails Master Plan. Document will be prepared in Microsoft Word (2003 Version) format. A digital original will be prepared so that additional copies can be prepared by the City of Baytown. The Microsoft Word digital original shall be formatted in such a way that it can be easily edited, reformatted or modified by City staff. Product by Consultant. Summary of master plan implementation recommendations. Exhibit "A.' Pap 12 Task Components by City. Review and comment as appropriate. Task 3. New Acquisition Concept and Program /Grant Opportunities (a) Concept Plan and Draft Program. Review prior recommendations for the newly acquired 56 -acre tract of land, and recommend changes to the program of uses and concept as appropriate. (b) Review potential projects that may be grant funded. Recommend projects that have the greatest potential for grant funding and include grant funding strategies and required elements in the Parks, Recreation, Open Space, Greenways and Trails Master Plan document as appropriate. Product by Consultant. Recommendations for concept plan changes as appropriate. Grant opportunity recommendations and prioritization. Task Components by City. Review and comment as appropriate. PHASE VII. FINAL CITIZEN REVIEW AND PARKS, RECREATION, OPEN SPACE, GREENWAYS AND TRAILS MASTER PLAN APPROVAL PROCESS Task 1- Public Meetings and Open House (a) Public Open House Meetings. Prepare exhibits for one final open house presentation. Prepare summary presentation for use during meeting. Develop format for meeting. Assist with leading meeting. Up to three planning team staff members will attend the open house meeting to respond to citizen comments. (b) Final Public Review. Conduct presentations with internal department heads for internal review and comment, Park Board members, Planning Commission and City Council. Modify plan per input received. Post document to project web site for citizen review. (c) Parks and Recreation Board Review and Approval. Submit one original copy to City Staff for report printing for Park Board members. Present draft master plan document and recommendations to Board for final review and approval. (d) Planning and Zoning Commission for Review and Approval. Present draft master plan document and recommendations to Planning and Zoning Commission for final review and approval. (e) Council Review and Approval. Present final document(s) to Council for review in a work session. Review comments and modify report. Submit document original to City staff for printing of documents for Council. Present to Council in one meeting for final approval. (f) Submit final document original. Provide final electronic versions of plan in both Microsoft Word and PDF format. (g) Summary for Comprehensive Plan. Prepare executive summary for insertion in City's Comprehensive Plan document. (h) Submit to TPWD for review /approval. Submit a copy of approved plan to TPWD for review /approval. Exhibit "A." Page 13 Product by Consultant. Prepare plan recommendations in map and report format, review with City staff and edit per comments; prepare presentation and illustrations for public review; prepare final document in draft format and submit 32 review copies and an electronic original to City for printing of draft copies; present at up to five final presentations, including Parks and Recreation Board, Planning and Zoning Commission, City Council worksession and at formal Council meeting for approval, other interested groups, submit 32 final color copies of the final master plan; and transmit final reports in digital format to City staff for final printing and placement on the City's website. Task Components by City. Review and comment as appropriate, coordinate final presentation times, printing of draft and final copies of the report. Exhibit "A." Page 14 Exhibit "B" Schedule Parks. Recreation. Open Space. Creellways and Trails Nlaster 111.111 Time Schedule Phase I — Pre- Plannin — 42 Days Task 1. Pre-Planning and Background Information 7 Days Task 2. Develop Draft System Goals and Objectives 7 Days Task 3. Review of Inventory of Existing Parks and Facilities 14 Days (after receipt from City of Baytown) Task 4. Inventory of Programs 14 Days Phase lI Citizen Input —130 Days Task 1. Kickoff Meeting with Parks and Recreation Board One Da Task 2. Interview with Key Stakeholders 21 Days Task 3. Citywide Opinion Stoves 80 Days Task 4. Open Houscs/Public Meetings (occur towards the end of the planning effort 14 Days Task 5. Public Input Summary 7 Da vs Staff Review 10 Days Task 6. Wcbsitc Information 7 Days Phase III — Needs Assessment — 66 Days Task I. Needs Assessment 45 Days Task 2. Needs Assessment Summary 14 Da vs Task 3. Review Needs Assessment Findings with City Staff and Parks and Recreation Board 7 Days Phase IV. —Pre are Citywide Trail Plan Recommendations — 60 Days Task 1. Trail Plan Opportunities Analysis 30 Days Task 2. Trail Plan Implementation Recommendations and Text 30 Days Phase V. Parkland Dedication Ordinance Preparation — 90 Days Task 1. Prepare Draft Ordinance 21 Days Task 2. Ordinance Review and Approval 55 Days Sta Review 14 Days Phase VI. Pre are Citywide Parks Plan Recommendations —100 Days Task 1. Preliminary Parks, Recreation and Open Space, Greenwa s and Trails Master Plan 60 Days Task 2. Implementation Plan for Recommendations 10 Days Task 3. New Acquisition Concept Review and Program/Grant Opportunitic s 30 Days Sta Review ofDraft Document 1 21 Days Phase VII. FInal Citizen Review and Master Plan Approval Process — 90 Days Task 1. Public Meetings and Open House 12 Days Board and Staff Review ofDraft Document 18 Days Task 2. Board and Council Review and Anvroval 60 Days Total Ntimber (of Days - 300 Days (11) months) Note -All days shown are calendar days. Tasks may occur concurrently and may overlap. Overall timcTrame will not be exceeded as long as review periods do not exceed dates shown above. Fxhibit "B." Page Solo Exhibit "C" Fee Schedule Consultant will perform the services outlined in Exhibit "A" on a time and materials basis at a cost not to exceed ONE HUNDRED THOUSAND AND NO 1100 DOLLARS ($100,000.00), including printing of draft and final reports and subconsultant expenses. Fees for services will be billed on a monthly basis, based on the percentage of work completed for each phase. The maximum fee for each phase is as follows: Phase I — Pre - Planning $ 7,500 Phase II — Public Input $ 22,500 Phase III — Needs Assessment $ 16,500 Phase IV — Prepare Citywide Trail Plan Recommendations $ 10,300 Phase V — Parkland Dedication Ordinance Preparation S 11,500 Phase VI — Prepare Citywide Parks Plan Recommendations S 17,200 Phase VII — Final Citizen Review and Master Plan Approval Process, Includes Draft and Final Printing S 14,500 Overall Fee Maximum (not to exceed) $ 100,000 Rate Schedule: Firm/Role Hourly Rate Halff Associates Inc. Principle/Project Manager $ 185.00 Senior Planner' $ 165.00 Park Planner $ 70.00 GIS Technician $ 80.00 Graphic Designer S 85.00 Administrative Assistant S 55.00 Subconsultants: Raymond Turco and Associates Principal/Project Manager S 150.00 Support Staff $ 50.00 John Crompton, Ph.D, Texas A &M University S 125.00 Elaine Dill, DFL LLC $ 125.00 Exhibit "C." Page 1 Project - Related Expenses: Project- related expenses shall include mileage, photography, color renderings, travel - related expenses, delivery charges, and mailing charges related to the citizen survey. Such expenses are included in the totals shown hereinabove. Printing is included for the number of report copies shown in Exhibit "A." Project- related expenses, with the exception of mileage, travel and printing costs, will be billed at 1.1 times the direct cost incurred to cover accounting and processing costs. For any and all project - related expenses beyond those contemplated in Exhibit "A," the Consultant must obtain the City's prior written approval before incurring the same. Should Consultant fail to obtain such approval, the City shall not be liable for such expenses. Printing of 32 draft review copies of the master plan document, as well as 32 final color copies of the document are included in the not to exceed fee shown above. Electronic files will be provided to the City of Baytown for electronic transmission of the report or for the printing of additional draft or final copies if those become are needed. Exhibit "C' Page 2 Exhibit "D" Subconsultant's Insurance Requirements Raymond Turco and Associates (role — public opinion surveys) will meet or exceed minimum coverages contained in the Consulting Services Agreement, with the exception of Errors and Omissions Insurance. As a public opinion specialist with no design responsibilities, Raymond Turco and Associates does not carry errors and omissions coverage. Elaine Dill, DFL LLC (role — grant opportunities review, no design responsibilities) will meet or exceed minimum coverages in the Consulting Services Agreement, with the exception of Errors and Omissions insurance and Worker's Compensation coverage. The firm has no employees, and as a grant specialist with no design responsibilities, Elaine Dill does not carry errors and omissions coverage. John Crompton, PhD, Professor Emeritus at Texas A &M University (role - parkland dedication ordinance specialist) has no employees, does not engage in design work or non - policy planning, and performs consulting on a limited basis. He will carry automobile coverage that meets or exceeds the coverages contained in the Consulting Services Agreement, but will not carry Commercial General Liability, Errors and Omissions or Workers' Compensation coverage. Exhibit "D," Page Solo