HomeMy WebLinkAboutC23340A - CA1 - Sec 29 Benefit AD FormationREQUEST:
SUBMITTED BY:
CONSULTANT:
DATE:
CONTENTS:
Recommendation:
CITY OF PALM DESERT
STAFF REPORT
APPROVE CONTRACT AMENDMENT NO. 1 TO CONTRACT NO.
C-23340A WITH MUNIFINANCIAL FOR ADDITIONAL
PROFESSIONAL SERVICES ASSOCIATED WITH THE SECTION
29 BENEFIT ASSESSMENT DISTRICT FORMATION
DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
MUNIFINANCIAL
27368 VIA INDUSTRIA, STE. 110
TEMECULA, CA 92590
JANUARY 11, 2007
CONTRACT AMENDMENT NO. 1 (CONTRACT NO. C23340A)
By Minute Motion, that the City Council approve Contract Amendment No.
1 to Contract No. C23340A with MuniFinancial in a total amount not -to -
exceed $13,000 for provision of additional professional services
associated with the Section 29 Benefit Assessment District Formation.
The remaining $13,000 necessary for the contract amendment is available in Trust
Account No. 610-0000-228-2100, per the Reimbursement Agreement (Contract No.
C23200) with the developers of the Section 29 Benefit Assessment District.
Discussion:
On 23 March 2006, the City Council approved the contract to MuniFinancial in the
amount of $11,500 for provision of professional services related to the district formation
costs associated with Section 29 Benefit Assessment District. Charges for these
services are paid from the deposit made by the developers of the district, per the
Reimbursement Agreement (Contract No. C23200). The formation is approximately
75% complete and MuniFinancial has been performing the required services in a
satisfactory manner.
During the course of district formation, numerous adjustments to the configuration of the
district due to negotiations with the developers, and modifications in their plans of
development have impacted work activities on the consultant's critical path. Due to
these changes and the resulting extended time frame, the consultant has had to
perform extensive revisions to individual property owners' analyses.
Staff Report
Approve Contract Amendment No. 1 to MuniFinancial
Page 2 of 2
January 11, 2007
Simultaneously, there have been four meetings to which the consultant has been
involved, which is far beyond the number outlined in the original scope.
As a result of the increased scope of work, the consultant's contract warrants
modification to compensate for the additional professional services required. Contract
Amendment No. 1, in the amount of $13,000, provides compensation for additional
services associated with the increase in scope. These services include additional work
related to database updates and property analysis relative to the distribution which is to
be included in the final Engineer's Report.
Staff recommends approval of the subject contract amendment in order to facilitate the
completion of the Section 29 Benefit Assessment District.
Submitted by:
C
Dave Yrig�- -n
Director edevelopment/Housing
Paul S. Gibson, Director of Finance
Approval:
McCarthy
Redevelop
Carlos L. Ortega, City Manager
CITY COUNCIL .ACTION:
APPROVED V DENIED
RECEIVED ., OTHER
tvIEETI/
AYES:
NOES: 0N
ABSENT: Ain,SU�
ABSTAIN: 111,FAF.
VERIFIED BY:..
Original on File
IQ nil ' with ity Clerk's Office
G \RDA\Veronica Tapia\Word Files\Staff Reports\Staff Report -Muni Section 29 BAD Amend.doc
i��'�!'������� convact#�P.o.# C23340A
AmendmenU �
����,�'�F!����� Change Order No.
�' Contingency: YES NO X
Contract Purpose Section 29 BAD Formation Account No. 610-0000-228-2100
ConsultanYs Name MuniFinancial Project No.
Address: 27368 Via lndustria, Ste. 110; Temecula, CA 92590 vendor No. 391
You are hereby requested to comply with the following changes from the contract plans and specifications:
DECREASE INCREASE
DESCRIPTION OF CHANGES In Contract Price In Contract Price
Additional professional services for Section 29 BAD formation 13,000.00
TOTALS: - 13,000.00
NET CHANGE IN CONTRACT PRICE: 13,000.00
JUSTIFICATION:
TOTAL BUDGET FOR PROJECT: + 11,500.00 CONTINGENCY:
Less: Expend. 8� Encumb. To Date: - 11,500.00 Amount Approved by Council: +
Less: This Change Order Amount: - 13,000.00 Less: Prior Amendment(s): -
BALANCE OF BUDGET Less:This Amendment: -
REMAINING FOR PROJECT: 13,000.00 Balance Remainin of Contin enc : -
The amount of the Contract will be (sesfeased) Increased by the Sum of: Thirteen Thousand and NO/100
Dollars ($13,000.00 ).
G:�RDA�Laurel Knutson\Word Data\RDAWmndmts-Chng OrdrsUNuniFinanpal C23340A-t doc Continued on reverse ...
Contract C23340A Amendment No. 1 Continued from front
This Contract Amendment covers changes to the subject contract as described herein. The consultant shall perform
all work as necessary or required to complete the Contract Amendment items for a lump sum price agreed upon
between the Consultant and the City of Palm Desert, otherwise referred to as Owner.
Contract Time Extension Days.
Revised Contract Total Twentv-Four Thousand, Five Hundred and NO/100 Dollars .
The undersigned Consultant approves the foregoing Contract Amendment # 1 as to the changes, if any, in the
contract price specified for each item including any and all supervision costs and other miscellaneous costs relating to
the change in work, and as to the extension of time allowed, if any, for completion of the entire work on account of said
Contract Amendment # 1 . The Consultant agrees to furnish all labor and materials and perform all other necessary
work, inclusive of that directly or indirectly related to the approved time extension, required to complete the Contract
Amendment items. This document will become a supplement of the contract and all provisions will apply hereto. It is
understood that the Contract Amendment shall be effective when approved by the Owner.
Execution of this Contract Amendment by the Consuitant constitutes a binding accord and satisfaction that fully
satisfies, waives, and releases the Owner from all claims, demands, costs, and liabilities, in contract, law or equity,
arising out of or related to the subject of the Contract Amendment, whether known or unknown, including but not
limited to direct and indirect costs and/or damages for delay, disruption, acceleration, and loss of productivity, as well
as any and all consequential damages.
This document will become a supplement to the Contract and all provisions will apply hereto, all items included above
must have required signatures as per the purchase resolution.
1. REQUESTED BY: 2. ACCEPTED BY:
DEPARTMENT HEAD CONSULTANT
3. CERTIFIED
FUNDS AVAILABLE: 4. APPROVED BY:
FINANCE DIRECTOR RICHARD S. KELLY, MAYOR Date Approved
NOTE: No payments will be made prior
to City Manager and Council approval CITY MANAGER Date Approved
G:\RDA\Laurel Knutson\Word Data\RDAWmndmts-Chng OrOrs\MuniFinanaal C23340A-1.doc Continued on reverse ...
� . MuniFinancial
llecember 21, 2006
I�1r. Paul S. Gibson
Director of Pinance/City"I'reasurer
Ciri� �f Palm Desert
73-510 Fred Waring llrive
Palm Desert, California 92260-2578
Re: MuniFinancial Fee Increase for Benefit Assessment District(BAD)Formation Services
for the Monterey I70/29 Project
I�car Paul:
The purpose of this letter is to request a fee increase for the I�lonterey 170/Section 29 Benefit
.�ssessment District Normaaon project. Since our agreement provides for an adjustment to our fee
based on adjustments to the scope of services for the project, I indicated that I would apprise }'ou of
anti� changes in writing, and request the necessaty change in our contract amount. r1s such, the
purpose of chis letter is to request a fee increase for services we are currendy providing to the Cin�
for the Benefit 1'�ssessment District (B:1ll) N'ormation project. Our current fee for the project is
�11,500. We request that this fee be increased by $13,000 to a total of $24,500 for the project. l�s
�•ou are aware, fees for these services are recoverable from the developers, and from the bond
proceeds for this project. This increase is needed due to following:
• '1'he extcnded time frame of the project required us to do additional databasc updates to
include the current available County informarion. In adciirion, we were asked to provide
addirional detailed anal��sis for inciividual property owners in the pr�posed ciistrict in order to
gain their support.
• We have attended four (4) meetings thus far for the project, at the Cit��, including a meeting
�vith propertv owners. This is beyond thc number outlined in thc scope, and we still
anricipate attendance at the City Council meerings for the formation, as outlined in the
original agreement.
I have enclosed tw� (2) original amendments to our current agreement. If acceptable, please execute
both copies and return one to me in the envelope pro�rided for your con�-enience.
1'lease contact me at (951) 587-3528 if y�u have any questions. Thank �ou and we look forward to
the successful bond issue for this project.
Sincerel3�,
nluniFinancial
/ / �.
(
Chris Fisher, Principal Consultant
Pinancial Consulting Ser��ices
273(8 i'ia lndu.rtria,SIr. 110 Tel. (>S1)�87-3�00
"1 emeiula, C.�ali%orniu )2>90 wu�ucmiuri.rom Fa.�(J�1)�87-3�10
.11i: 1'r�ul.S�. (;tl��on. C.JI��o/�Pnlnr Dc�.rc�7
I•�r Innr•a�r)i�i f�cv�r/11 ii.r�e�:�nnv�/I�i.�t�ic11�o�n>utron.S'c�r�ia�r
I)errrnGel'�<. ?OOG
Pn;�,_a/�
ADDENDUM 1 TO AGREEMENT FOR PROFESSIONAL SERVICES
't�he :\�reeinenn c�t�veeei �fueiirinancial anci the(;in�of Palrn Descrr for Benefit:'lssessment l�istrict
(1�:1[�) I�c�rmatio�l Ser�•ices cl�ted tilarch 23, 20UG (liereinafter the ";lgreement") is amended as
fc�llc��t�s:
f�.shil�ir .1 c�f the:��reeinetit entitled"�cope c>f Ser��ices" is ainended to include the fe>llo���ing
aciclitic�n�l rasl;s:
• ��lclitic�nal �vork relatccl to continuing changcs in thc composition of thc ciistrict, and nc�
incrcasing numbcr of mcctin�s.
l�:�hibit I� <>}rhe 11�reeinent ent.icled "I�ees fc�r Ser�•ices" is amended to include 1n addir.ional fee r�f
513,OO1), fr>r,i ��r��jcct total <�f�2=�,500.
.1ll c�thcr ierms anci conciitic�ns containe�l in thc:lgreement shall remain in full force ancl effect.
l�.secutcc� this da�• of 2(10
MuniFinancial City of Palm Desert
13��: I���:
l�ranl: (;. '1'ri��c��i IZlchard S. Iiellv
'1'itic•: I'resi�iciit and CI:C) "Title: i�fa�-or
:1cl�lr�,,: 2i3GH�'ia lnc�ustria, �uite 11() _lddress: 73-510 l�rcci�l'arint; I�ri��c
'I c°tnecula, ��:lLifOPt111 ��J��O-.3GO� 1'alm llcsert, CaliforniZ �22GU-257H