HomeMy WebLinkAbout2008 07 14 Consent 207 Contract with Planning Communities, LLC for Second Phase of EAR WorkCOMMISSION AGENDA
Consent X
ITEM 2 0 7 Informational
Public Hearing
~ Regular ~ ~
July 14, 2008
Meeting
Mgr.
REQUEST:
The Community Development Department- Planning Division requests the City Commission
approve authorization to enter into a contract with Planning Communities, LLC for the second phase
of the EAR work to prepare the Evaluation and Appraisal Report (EAR)-Based Comprehensive Plan
Amendments, due December 2009.
PURPOSE:
To authorize a contract with Planning Communities, LLC to prepare the EAR-Based Comprehensive
Plan Amendments, due December 2009.
CONSIDERATIONS:
In August 2007, the City issued a Request for Qualifications and invited the submittal of
qualifications from professional planning consultants with expertise and skills in comprehensive
planning for the preparation of the EAR and subsequent EAR-Based Amendments. Eighteen (18)
submittals were received. Of these, three (3) firms were short listed for interviews.
As a result, the City selected Planning Communities, LLC for both phases of work and entered into
a contract on October 8, 2007 for the preparation of the First Phase of work related to the EAR.
Winter Springs submitted its Adopted EAR to the DCA on April 17, 2008, well in advance of the
statutory deadline of May 1, 2008. Subsequently, the City received notice from the DCA on June 23,
2008, that the DCA has determined the EAR to be Sufficient pursuant to Section 163.3191(2). The
DCA also commended the City's efforts in preparation of the EAR and indicated support for many
of the recommendations made in the EAR.
The City now begins the Second Phase of work related to the EAR- the preparation of the EAR-
Based Comprehensive Plan Amendments. The statutory deadline for this Adoption of the EAR-
BasedComprehensive Plan Amendments is 18 months after the determination of Sufficiency for the
EAR or December 2009.
-1-
July 14, 2008
City Commission Agenda Item 207
Page 2 of 2
The Community Development Department seeks approval to enter into a contract with Planning
Communities, LLC for this second phase of work, the preparation of the EAR-Based
Amendments. The contract amount is $42,370.
FUNDING:
Funding for these services will be provided under the current City's FY 2007-2008 budget item
1510-53180. Staff anticipates no additional funding requirements over the stipulated amount of
$42,370, for this phase of services.
STAFF RECOMMENDATION:
The Community Development -Planning Division recommends approval of the contract with
Planning Communities, LLC for the completion of the EAR-Based Amendments and seeks
authority for the City Manager to execute the Contract in the amount of $42,370.
ATTACHMENTS:
A- Contract with Exhibits
CITY COMMISSION ACTION:
ATTACHMENTA
PROFESSIONAL SERVICES AGREEMENT
(Evaluation and Appraisal Report-Based Comprehensive Plan Amendments)
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is entered into this
day of , 2008, by and between PLANNING COMMUNITIES, LLC,
a Florida limited liability company ("Consultant"), whose principle mailing address is 2510 Wild
Tamarind Boulevard, Orlando, Florida 32828, and THE CITY OF WINTER SPRINGS, a Florida
municipal corporation, ("City"), whose principle mailing address is 1126 East State Road 434,
Winter Springs, Florida, 32708.
WITNESSETH:
WHEREAS, section 163.3191, Florida Statutes, requires that the City adopt an evaluation
and appraisal report ("EAR") once every seven (7) years assessing the City's progress in
implementing its comprehensive plan; and
WHEREAS, the Florida Department of Community Affairs approved the City's EAR on
June 20, 2008; and
WHEREAS, the City desires to engage the Consultant to prepare amendments to the City's
Comprehensive Plan consistent with the approved EAR as further described herein; and
WHEREAS, the City and Consultant desire to memorialize the terms and conditions of the
services to be provided as set forth in this Agreement; and
INCONSIDERATION of the mutual covenants and provisions hereof, and other good and
valuable consideration, the receipt and sufficiency all of which is hereby acknowledged, the parties
desiring to be legally bound do hereby agree as follows:
1.0 Recitals. The foregoing recitals are true and correct and are hereby incorporated herein by
this reference.
2.0 Definitions. For purposes of this Agreement, the following terms and words shall have the
meaning ascribed to them, unless the context clearly indicates otherwise.
Agreement shall mean this Professional Services Agreement, as may be modified, which
shall constitute authorization for the Consultant to provide the Services stated herein to the
City.
Amendments shall mean the amendments to the City's Comprehensive Plan based on the
Evaluation and Appraisal Report approved by the Florida Department of Community Affairs
on June 20, 2008 and consistent with the Services as set forth herein.
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 1 of 9
City means the City of Winter Springs, Florida, a Florida municipal corporation.
Consultant shall mean Planning Communities, LLC, a Florida limited liability company, its
agents, employees and contractors thereof.
Effective date shall be the date on which the last signatory hereto shall execute this
Agreement, and it shall be the date on which this Agreement shall go into effect.
Public Record is as described in section 119.011(11), Florida Statutes.
Services shall mean the performance of the Services outlined in Section 5.0 of this
Agreement.
3.0 Engagement. The City hereby engages the Consultant and the Consultant agrees to perform
the Services outlined in this Agreement for the stated fee arrangement. No prior or present
agreements or representations shall be binding upon any party hereto unless incorporated in this
Agreement.
4.0 Term; Termination.
4.1 Term. This Agreement shall become effective upon execution by both parties hereto
and shall remain in effect until Consultant completes the Services outlined herein in Section
5.0 to the satisfaction of the City.
4.2 Termination.
4.2.1 For convenience. The City, in whole or in part, may terminate the
performance of the Services under this Agreement whenever the City determines that
termination is in the City's best interest. Any such termination shall be effected by
the delivery to the Consultant of a written notice of termination at least fifteen (15)
days prior to the date of termination. The City shall pay all reasonable costs incurred
by Consultant up to the date of termination. Consultant will not be reimbursed for
any anticipatory profits that have not been earned to the date of termination.
4.2.2 For cause. If Consultant fails to fulfill its obligations under this Agreement
properly and on time, or otherwise violates any provision of this Agreement, the City
may terminate this Agreement by written notice to Consultant. The notice shall
specify the acts or omissions relied upon as cause for termination. All finished or
unfinished work provided by Consultant shall, at the City's option, become the City's
property. The City shall pay Consultant fair and equitable compensation for
satisfactory performance prior to receipt of Notice of Termination less the amount
of damages caused by Consultant's breach. If the damages are more than the
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 2 of 9
compensation payable to Consultant, Consultant will remain liable after termination
and the City may affirmatively collect damages.
5.0 Scope of Services; Time of Performance. Consultant agrees to provide the professional
and technical Services required to amend the City's Comprehensive Plan based on the
recommendations made in the Adopted Evaluation and Appraisal Report and as outlined in the
Scope of Service document attached hereto as "Exhibit A," and fully incorporated herein by this
reference. Consultant agrees that said Services shall be completed on or before December 14, 2009.
Consultant agrees that the schedule attached hereto as "Exhibit B" represents a reasonable period
of time for Consultant to perform the Services and that the Amendments will be transmitted to the
Florida Department of Community Affairs ("DCA") no later than June 11, 2009.
6.0 Compensation.
6.1 For the performance and full completion of the Services specified herein, City agrees
to pay Consultant a sum not to exceed Forty-Two Thousand Three Hundred Seventy
Dollars and no/100 ($42,370.00), inclusive of all reasonable and necessary direct
expenses as described in "Exhibit A." There shall be no other compensation due
Consultant forthe Services provided underthis Agreement, unless specifically agreed
to by the City and Consultant in writing, pursuant to Section 17 of this Agreement.
6.2 Additional services may be added at the sole discretion of the City, based upon a
negotiated lump sum fee or hourly rate. Consultant must obtain express written
direction of the City prior to commencing any additional services. Consultant's
hourly rates shall be as follows:
Personnel Hourly Rate in Dollars
Project Manager $110.00
Principal Planner $100.00
Senior Planner $85.00
Planner/GIS/Graphics $70.00
7.0 Professionalism. Consultant shall perform all Services required by this Agreement in a
manner and with the level of care and skill ordinarily exercised by members of the profession
currently practicing under similar conditions and shall be consistent with Chapter 163, Part II,
Florida Statutes, and Rule 9J-5, Florida Administrative Code.
8.0 Warranty of Professional Services. The Consultant hereby warrants unto the City that
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 3 of 9
it has sufficient experience to properly complete the Services specified herein or as may be
performed pursuant to this Agreement. In pursuit of any Services, the Consultant shall supervise
and direct the Services, using its skill and attention and shall enforce strict discipline and good order
among its employees and agents. The Consultant shall comply with all laws, ordinances, rules,
regulations, and lawful orders of any public authority bearing on performance of the Services. The
Consultant shall pay all taxes, fees, license fees required by law, including but not limited to
occupational fees and withholding taxes and assume all costs incident to the Services, except as
provided herein.
9.0 Services is a Private Undertaking. With regard to any and all Services performed
hereunder, it is specifically understood and agreed to by and between the parties hereto that the
contractual relationship between the City and Consultant is such that the Consultant is an
independent Consultant and is neither an agent nor employee of the City. Nothing in this Agreement
shall be interpreted to establish any relationship other than that of an independent Consultant,
between the City, on one hand, and the Consultant, on the other hand, during or after the
performance of the Services under this Agreement.
10.0 Protection of Persons and Property: Insurance.
10.1 Coverage requirements. Upon the Effective Date of this Agreement, Consultant shall
provide proof of the following:
10.1.1 Worker's compensation insurance in accordance with the applicable
provisions of Florida law.
10.1.2 Professional liability insurance with a combined single limit of $1,000,000
for each occurrence and $1,000,000 in the aggregate.
10.1.3 Commercial general liability insurance with a combined single limit of
$1,000,000 for each occurrence and $1,000,000 in the aggregate.
101.4 Automobile liability insurance in an amount not less than $1,000,000 for
injuries to any one (1) person, $1,000,000 on account of any one (1) accident, and in
an amount of not less than $1,000,0000 for property damages.
10.1.5 Employer's liability in an amount adequate to cover related assets.
10.2 General requirements. Consultant is solely responsible for procuring and
maintaining the insurance coverage required by this Section at its own expense and with
insurance companies authorized to do business in the State of Florida and as long as
reasonably available in the standard marketplace. The insurance coverage required by this
Section shall include the liability and coverage provided herein, or as required by law,
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 4 of 9
whatever requirements afford greater coverage. All of the policies of insurance so required
to be purchased and maintained for the certificates (or other evidence thereof) shall contain
a provision or endorsement that the coverage afforded will not be canceled until at least thirty
(30) days prior written notice has been given to the City and the Consultant by certified mail,
return receipt requested. All such insurance shall remain in effect until final payment.
Unless agreed to by the City to the contrary, the City shall be named on the foregoing
insurance policies as "additional insured," except with regard to the professional liability
coverage. The Consultant shall cause its insurance carriers to furnish insurance certificates
specifying the types and amounts of coverage in effect pursuant hereto, the expiration dates
of such policies, and a statement that no insurance under such policies will be canceled
without thirty (30) days prior written notice to the City in compliance with other provisions
of this Agreement. For all claims that arise in connection with this contract, Consultant will
pay any insurance deductible for such claim. For all Services performed pursuant to this
Agreement, Consultant shall continuously maintain such insurance in the amounts, type, and
quality as required by this Section. In the event Consultant fails to maintain said insurance,
City, at its option, may elect to terminate this Agreement without penalty by written notice
to Consultant.
11.0 Indemnification and Hold Harmless. For all Services performed pursuant to this
Agreement, Consultant agrees, to the fullest extent permitted by law, to indemnify and hold harmless
the City and its employee, officers, and attorneys from and against all claims, losses, damages,
personal injuries (including but not limited to death) or liability (including reasonable attorney's
fees), directly or indirectly arising from the negligent acts, errors, omissions, intentional or otherwise,
resulting from Consultant's performance of any Services provided pursuant to this Agreement.
12.0 Governing Law; Venue. This Agreement shall be governed by the laws of the State of
Florida. Venue of all disputes shall be properly placed in Seminole County, Florida. The parties
agree that the Agreement was consummated in Seminole County, and the site of the Services is
Seminole County. If any dispute concerning this Contract arises under Federal law, the venue will
be Orlando, Florida.
13.0 Consultant's Representative. The Consultant shall designate an individual to act as a
representative for the Consultant under this Agreement with the authority to transmit instructions,
receive information, and make or interpret the Consultant's decisions. This person shall be the
Consultant's contract administrator. The Consultant may, from time to time, designate other
individuals or delete individuals with the authority to act for the Consultant under this Agreement
with the authority to transmit instructions, receive information, and make or interpret the
Consultant's decisions. All deletions or designation of individuals to serve as a representative shall
be given by written notice.
14.0 Notices. All projects hereunder, all notices, demands, requests, instructions, approvals, and
claims shall be in writing. All notices of any type hereunder shall be given by U.S. mail or by hand
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 5 of 9
delivery to an individual authorized to receive mail for the below listed individuals, all to the
following individuals at the following locations:
To City:
Randy Stevenson, Community Development Director
City of Winter Springs
1 126 East S.R. 434
Winter Springs, Florida 32708
(407) 327-5970(Phone)
w/copy to:
Anthony A. Garganese, City Attorney
Brown, Garganese, Weiss, & D'Agresta, P.A.
P.O. Box 2873
Orlando, FL 32802-2873
(407) 425-9566 (Phone)
(407) 425-9596 (Fax)
To Consultant:
Teresa Townsend, CEO
Planning Communities, LLC
2510 Wild Tamarind Boulevard
Orlando, Florida 32828
(407) 3 82-2229 (Phone)
Notice shall be deemed to have been given and received on the date the notice is physically received
if given by hand delivery, or if notice is given by first class U.S. mail, postage prepaid, then notice
shall be deemed to have been given upon the date said notice was deposited in the U.S. Mail
addressed in the manner set forth above. Any party hereto by giving notice in the manner set forth
herein may unilaterally change the name of the person to whom notice is to be given or the address
at which notice is to be received.
15.0 Public Record. It is hereby specifically agreed that any record, document, computerized,
information and program, audio or video tape, photograph, or other writing of the Consultant related,
directly or indirectly, to this Agreement and the Services provided hereunder, may be deemed to be
a Public Record whether in the possession or control of the City or the Consultant. Said record,
document, computerized information and program, audio or video tape, photograph, or other writing
of the Consultant is subject to the provisions of Chapter 119, Florida Statutes, and may not be
destroyed without the specific written approval of the City. Upon request by the City, the Consultant
shall promptly supply copies of said public records to the City. All books, cards, registers, receipts,
documents, and other papers in connection with this Agreement shall at any and all reasonable times
during the normal working hours of the Consultant be open and freely exhibited to the City for the
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 6 of 9
purpose of examination and/or audit.
16.0 Interpretation. Both the City and the Consultant have participated in the drafting of all
parts of this Agreement. As a result, it is the intent of the parties that no portion of this Agreement
shall be interpreted more harshly against either of the parties as the drafter.
17.0 Modification of Agreement. This Agreement shall not be modified or amended except by
written agreement duly executed by both parties hereto (or their successors or assigns) and approved
by the City.
18.0 Severability. If a word, sentence, phrase, clause or paragraph herein shall be declared
illegal, unenforceable, or unconstitutional, the said word, sentence, phrase, clause or paragraph shall
be severed from this Contract, and this Contract shall be read as if said illegal, unenforceable, or
unconstitutional word, sentence, phrase, clause or paragraph did not exist.
19.0 Additional Assurances. The Consultant certifies that:
19.1 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services under this Agreement is presently debarred,
suspended, proposed for debarment, declared ineligible or voluntarily excluded from
participation in any Services required by this Agreement by any Federal, State, or local
governmental commission, department, corporation, subdivision, or agency;
19.2 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services under this Agreement, employee, or agent has
employed or otherwise provided compensation to, any employee or officer of the City; and
19.3 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services under this Agreement, employee or agent has
willfully offered an employee or officer of the City any pecuniary or other benefit with the
intent to influence the employee or officer's official action or judgment.
20.0 Attorney's Fees. Should any litigation arise concerning this Agreement between the parties
hereto, the parties agree to bear their own costs and attorney's fees.
21.0 Entire Agreement. This Agreement represents the entire and integrated Agreement
between the parties and supersedes all prior negotiations, representations, or Agreements, either oral
or written, and all such matters shall be deemed merged into this Agreement.
22.0 Sovereign Immunity. Notwithstanding any other provision set forth in this Agreement,
nothing contained in this Agreement shall be construed as a waiver of the City's right to sovereign
immunity under section 768.28, Florida Statutes, or other limitations imposed on the City's potential
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 7 of 9
liability under state or federal law. As such, the City shall not be liable under this Agreement for
punitive damages or interest for the period before judgment. Further, the City shall not be liable for
any claim or judgment, or portion thereof, to any one person for more than one hundred thousand
dollars ($100,000.00), or any claim or judgment, or portion thereof, which, when totaled with all
other claims or judgments paid by the State or its agencies and subdivisions arising out of the same
incident or occurrence, exceeds the sum of two hundred thousand dollars ($200,000.00). This
paragraph shall survive termination of this Agreement.
23.0 Assignment. Neither party hereto may assign, convey, or otherwise transfer any of its rights,
obligations or interest herein without the prior written consent of the other party.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their duly authorized representatives as of the date first written above.
CONSULTANT:
PLANNING COMMUNITIES, LLC,
a Florida limited liability company.
WITNESSES:
By:
Print Name:
Print Name:
Teresa Townsend, CEO
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 8 of 9
City:
By:
CITY OF WINTER SPRINGS, FLORIDA
a Florida municipal corporation.
Ronald McLemore, City Manager
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 9 of 9
Exhibit `A'
raaecr. Winter Springs Comprehensive Plan Updates
I
to er prings ompre enslve an p a es Planning Commun ities
Tasks TASK
Projed
Manager Prinapal
Planner Senior
Planner Planner/GIS/
raphics
TOTALS
Com rehensive Plan Update Strete y
1.1 Kick Off Activities
- Kidc Off Meeting with City Staff 4.0
- Press Release 8 U dated ScheduleAnfonnafion about the Comp. Plan Update: t.u 2.0
1.2 Additional Data Collection
-Data ColledionNpdates• Police, Fire, Parks and Rec, Conservation, Development-Related, Transportation/Transit, Pop./Demographi
Infrastructure defiats, Other
8.0
12.0
24.0
4.0
48.0
2 Meetings and Coordination
2.1 LPA Meetin s 3
-LPA Briefing (1) 1 Planning Communities Slaf 4.0 4.0 8.0
-Other LPA Briefin s by Ci of Winter S n s Staff (Plannin Communities will not attend, Ci to 2pare handouts, resentations, etc.
-LPA Presentation to the Commission on the Draft Comp Plan Amendments (1) 1 Planning Communities Staff 4.0 4.0
-LPA Public Hearin (1) 1 Planning Communities Staff 4.0 4.0
2.2 Commission Meetin s 2
-Commission Public Hearings (2) 1 Pfannin Communities Staff tt.u 4.u 4.u 16.0
-ReviseN date Materials for Commission based on LPA Recommendations (2 Meetings) 2n a u z n 8.0
2.3 A enc Coordination
- FDOT 2 meefin s, travel to meefin s, hone/email wordinafion a i i F n 16.0
- DCA Coordination 1 meefin ,travel to meefin s, phone/email wordinafion ~ 3 0 2 u 14.0
3 Comprehensive Plan Amendments
3.1 Required/Editorial U dates ie: u dates not requirin additional in~epfh analysis'
-Updates to date deadlines, agency names, other minor edit: 1.u 4.u 5.0
-Statute and Administrative Rule U ales 6.0 16.0 22.0
- Water Su pty/V1later Plan related 3.0 8.0 11.0
- Other Minor Edits Identfied in the EAR 4.0 12.0 16.0
3.2 Com rehensive Plan Evaluations (Based on EAR Recommendations and Stakeholder In ut
-InfilVRedevelopment Issue Analysis 4.0 4.0 12.0 2.0 22.0
-Greenewa Interchange District Issue Anatysi: 4.0 12.0 4.0 2.0 22.0
-Trans ortation Issues/SR 4341ssue Anaysis 4.0 16.0 4.0 2.0 26.0
-Housing Affordable, Elde Issue Matysis 4.0 10.0 2.D 16.0
-GIS and Ma in Ana sis 2.0 4.0 16.0 22.0
3.3 Draft Ma'or Com rehensive Plan Amendments (Based on Visionin and Evaluations
- Dreft Ma or Plan Amendments and map series 8.U 8.0 '24.D 4.0 44.0
-Submit Preliminary Draft Amendments to City Staff (Digital pdf copy/2cds) 2.0 1.0 3.0
- Revise Amendments for Staff Comments 4.0 4.0 8.0 2.0 18.0
-Print, Assemble and Submit Prelimina Draft Amendments to LPA (10 Hard Co ies 2.0 6.D 8.0
- Revise Amendments for LPA Comments 2.0 2.0 4.D 1.0 9.0
-Print, Assemble and Submit Prelimina Draft Amendments to Commission 15 Hard Copies) 2.0 6.0 8.0
4 Contract Mana ement/Coordination
-Bi-week hone calls, ongoing emails, monthly meetin s (1-2 staff) 24.0 12.0 36.0
-Contract coordination, progress reports, invoicin 2.0 6.D 8.0
SUBTOTALS 130.0 76.0 177.D 37.0 420.0
Burdened Rates $ 110 $ 100 $ 85 ~ S 70
$ 14,300 $ 7,600 $ 15,045 ~, 5 2,590 S 39,535
inter prings ompre enslve an pates Planning Communities
Tasks TASK
Projed Prinapal Senior Planner/GIS/
Manager Planner Planner raphics TOTALS
Plannin Communities Direct costs
Draft Report Printing (10 printed, collated, 11x17 insertions, color, and binding) $ 650.00
Final Report (15 printed, collated, 11x17 insertions, color, and binding) $ 975.00
Misc. Co ies, Corres ondence, Postage, Delive , Meetin Su lies $ 250.00
Mapping, DisplaysBoards, Materials $ 960.00
.Total Directs S 2,835.00
Phase 2 Total $ 42,370.00
Exhibit `B'
SCHEDULE
July 2008 -January Develop EAR-Based Amendments
2009 • Phase II kick-off
• Minor and data updates
• Statutory changes
• Evaluations (Major Issues)
• LPA and Commission Briefings
February 2009 LPA Workshop on Final draft
March 2009 Final Production of Transmittal Package
Notice for LPA Public Hearing
April 2009 LPA Public Hearing- April 1, 2009;
April/May 2009 Joint LPA/City Commission Workshop
May/June 2009 City Commission Transmittal Public Hearing
[lst Reading]- No later than June 8, 2009.
June 2009 Transmittal Sent to DCA- No later than
June 11, 2009.
August 2009 Receive ORC Report from DCA
August 2009 Response to ORC Report
LPA Briefing
September 2009 Final Production of Adoption Package
Notice for CC Hearing
October/November City Commission Adoption Public Hearing
2009 [2"d Reading].
Additional Public Hearings, if needed.
Adoption No later than Dec. 14, 2009.
December 2009 DCA Review for Compliance
PROFESSIONAL SERVICES AGREEMENT
(Evaluation and Appraisal Report-Based Comprehensive Plan Amendments)
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is entered into this
p +kiay of u , 2008, by and between PLANNING COMMUNITIES, LLC,
a Florida limited liabi ity company ("Consultant"), whose principle mailing address is 2510 Wild
Tamarind Boulevard, Orlando, Florida 32828, and THE CITY OF WINTER SPRINGS, a Florida
municipal corporation, ("City"), whose principle mailing address is 1126 East State Road 434,
Winter Springs, Florida, 32708.
WITNESSETH:
WHEREAS, section 163.3191, Florida Statutes, requires that the City adopt an evaluation
and appraisal report ("EAR") once every seven (7) years assessing the City's progress in
implementing its comprehensive plan; and
WHEREAS, the Florida Department of Community Affairs approved the City's EAR on
June 20, 2008; and
WHEREAS, the City desires to engage the Consultant to prepare amendments to the City's
Comprehensive Plan consistent with the approved EAR as further described herein; and
WHEREAS, the City and Consultant desire to memorialize the terms and conditions of the
services to be provided as set forth in this Agreement; and
IN CONSIDERATION ofthe mutual covenants and provisions hereof, and other good and
valuable consideration, the receipt and sufficiency all of which is hereby acknowledged, the parties
desiring to be legally bound do hereby agree as follows:
1.0 Recitals. The foregoing recitals are true and correct and are hereby incorporated herein by
this reference.
2.0 Definitions. For purposes of this Agreement, the following terms and words shall have the
meaning ascribed to them, unless the context clearly indicates otherwise.
Agreement shall mean this Professional Services Agreement, as may be modified, which
shall constitute authorization for the Consultant to provide the Services stated herein to the
City.
Amendments shall mean the amendments to the City's Comprehensive Plan based on the
Evaluation and Appraisal Report approved by the Florida Department of Community Affairs
on June 20, 2008 and consistent with the Services as set forth herein.
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 1 of 9
City means the City of Winter Springs, Florida, a Florida municipal corporation.
Consultant shall mean Planning Communities, LLC, a Florida limited liability company, its
agents, employees and contractors thereof.
Effective date shall be the date on which the last signatory hereto shall execute this
Agreement, and it shall be the date on which this Agreement shall go into effect.
Public Record is as described in section 119.011(11), Florida Statutes.
Services shall mean the performance of the Services outlined in Section 5.0 of this
Agreement.
3.0 Engagement. The City hereby engages the Consultant and the Consultant agrees to perform
the Services outlined in this Agreement for the stated fee arrangement. No prior or present
agreements or representations shall be binding upon any party hereto unless incorporated in this
Agreement.
4.0 Term; Termination.
4.1 Term. This Agreement shall become effective upon execution by both parties hereto
and shall remain in effect until Consultant completes the Services outlined herein in Section
5.0 to the satisfaction of the City.
4.2 Termination.
4.2.1 For convenience. The City, in whole or in part, may terminate the
performance of the Services under this Agreement whenever the City determines that
termination is in the City's best interest. Any such termination shall be effected by
the delivery to the Consultant of a written notice of termination at least fifteen (15)
days prior to the date of termination. The City shall pay all reasonable costs incurred
by Consultant up to the date of termination. Consultant will not be reimbursed for
any anticipatory profits that have not been earned to the date of termination.
4.2.2 For cause. If Consultant fails to fulfill its obligations under this Agreement
properly and on time, or otherwise violates any provision of this Agreement, the City
may terminate this Agreement by written notice to Consultant. The notice shall
specify the acts or omissions relied upon as cause for termination. All finished or
unfinished work provided by Consultant shall, at the City's option, become the City's
property. The City shall pay Consultant fair and equitable compensation for
satisfactory performance prior to receipt of Notice of Termination less the amount
of damages caused by Consultant's breach. If the damages are more than the
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 2 of 9
compensation payable to Consultant, Consultant will remain liable after termination
and the City may affirmatively collect damages.
5.0 Scope of Services; Time of Performance. Consultant agrees to provide the professional
and technical Services required to amend the City's Comprehensive Plan based on the
recommendations made in the Adopted Evaluation and Appraisal Report and as outlined in the
Scope of Service document attached hereto as "Exhibit A," and fully incorporated herein by this
reference. Consultant agrees that said Services shall be completed on or before December 14, 2009.
Consultant agrees that the schedule attached hereto as "Exhibit B" represents a reasonable period
of time for Consultant to perform the Services and that the Amendments will be transmitted to the
Florida Department of Community Affairs ("DCA") no later than June 11, 2009.
6.0 Compensation.
6.1 For the performance and full completion of the Services specified herein, City agrees
to pay Consultant a sum not to exceed Forty-Two Thousand Three Hundred Seventy
Dollars and no/100 ($42,370.00), inclusive of all reasonable and necessary direct
expenses as described in "Exhibit A." There shall be no other compensation due
Consultant forthe Services provided underthis Agreement, unless specificallyagreed
to by the City and Consultant in writing, pursuant to Section 17 of this Agreement.
6.2 Additional services may be added at the sole discretion of the City, based upon a
negotiated lump sum fee or hourly rate. Consultant must obtain express written
direction of the City prior to commencing any additional services. Consultant's
hourly rates shall be as follows:
Personnel Hourly Rate in Dollars
Project Manager $110.00
Principal Planner $100.00
Senior Planner $85.00
Planner/GIS/Graphics $70.00
7.0 Professionalism. Consultant shall perform all Services required by this Agreement in a
manner and with the level of care and skill ordinarily exercised by members of the profession
currently practicing under similar conditions and shall be consistent with Chapter 163, Part II,
Florida Statutes, and Rule 9J-5, Florida Administrative Code.
8.0 Warranty of Professional Services. The Consultant hereby warrants unto the City that
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 3 of 9
it has sufficient experience to properly complete the Services specified herein or as may be
performed pursuant to this Agreement. In pursuit of any Services, the Consultant shall supervise
and direct the Services, using its skill and attention and shall enforce strict discipline and good order
among its employees and agents. The Consultant shall comply with all laws, ordinances, rules,
regulations, and lawful orders of any public authority bearing on performance of the Services. The
Consultant shall pay all taxes, fees, license fees required by law, including but not limited to
occupational fees and withholding taxes and assume all costs incident to the Services, except as
provided herein.
9.0 Services is a Private UndertakinE. With regard to any and all Services performed
hereunder, it is specifically understood and agreed to by and between the parties hereto that the
contractual relationship between the City and Consultant is such that the Consultant is an
independent Consultant and is neither an agent nor employee of the City. Nothing in this Agreement
shall be interpreted to establish any relationship other than that of an independent Consultant,
between the City, on one hand, and the Consultant, on the other hand, during or after the
performance of the Services under this Agreement.
10.0 Protection of Persons and Property: Insurance.
10.1 Coverage requirements. Upon the Effective Date of this Agreement, Consultant shall
provide proof of the following:
10.1.1 Worker's compensation insurance in accordance with the applicable
provisions of Florida law.
10.1.2 Professional liability insurance with a combined single limit of $1,000,000
for each occurrence and $1,000,000 in the aggregate.
10.1.3 Commercial general liability insurance with a combined single limit of
$1,000,000 for each occurrence and $1,000,000 in the aggregate.
101.4 Automobile liability insurance in an amount not less than $1,000,000 for
injuries to any one (1) person, $1,000,000 on account of any one (1) accident, and in
an amount of not less than $1,000,0000 for property damages.
10.1.5 Employer's liability in an amount adequate to cover related assets.
10.2 General requirements. Consultant is solely responsible for procuring and
maintaining the insurance coverage required by this Section at its own expense and with
insurance companies authorized to do business in the State of Florida and as long as
reasonably available in the standard marketplace. The insurance coverage required by this
Section shall include the liability and coverage provided herein, or as required by law,
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 4 of 9
whatever requirements afford greater coverage. All of the policies of insurance so required
to be purchased and maintained for the certificates (or other evidence thereof) shall contain
a provision or endorsement that the coverage afforded will not be canceled until at least thirty
(30) days prior written notice has been given to the City and the Consultant by certified mail,
return receipt requested. All such insurance shall remain in effect until final payment.
Unless agreed to by the City to the contrary, the City shall be named on the foregoing
insurance policies as "additional insured," except with regard to the professional liability
coverage. The Consultant shall cause its insurance carriers to furnish insurance certificates
specifying the types and amounts of coverage in effect pursuant hereto, the expiration dates
of such policies, and a statement that no insurance under such policies will be canceled
without thirty (30) days prior written notice to the City in compliance with other provisions
of this Agreement. For all claims that arise in connection with this contract, Consultant will
pay any insurance deductible for such claim. For all Services performed pursuant to this
Agreement, Consu Itant shall continuously maintain such insurance in the amounts, type, and
quality as required by this Section. In the event Consultant fails to maintain said insurance,
City, at its option, may elect to terminate this Agreement without penalty by written notice
to Consultant.
11.0 Indemniitication and Hold Harmless. For all Services performed pursuant to this
Agreement, Consultant agrees, to the fullest extent permitted by law, to indemnify and hold harmless
the City and its employee, officers, and attorneys from and against all claims, losses, damages,
personal injuries (including but not limited to death) or liability (including reasonable attorney's
fees), directly or indirectly arising from the negligent acts, errors, omissions, intentional or otherwise,
resulting from Consultant's performance of any Services provided pursuant to this Agreement.
12.0 Governing Law; Venue. This Agreement shall be governed by the laws of the State of
Florida. Venue of all disputes shall be properly placed in Seminole County, Florida. The parties
agree that the Agreement was consummated in Seminole County, and the site of the Services is
Seminole County. If any dispute concerning this Contract arises under Federal law, the venue will
be Orlando, Florida.
13.0 Consultant's Representative. The Consultant shall designate an individual to act as a
representative for the Consultant under this Agreement with the authority to transmit instructions,
receive information, and make or interpret the Consultant's decisions. This person shall be the
Consultant's contract administrator. The Consultant may, from time to time, designate other
individuals or delete individuals with the authority to act for the Consultant under this Agreement
with the authority to transmit instructions, receive information, and make or interpret the
Consultant's decisions. All deletions or designation of individuals to serve as a representative shall
be given by written notice.
14.0 Notices. All projects hereunder, all notices, demands, requests, instructions, approvals, and
claims shall be in writing. All notices of any type hereunder shall be given by U.S. mail or by hand
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 5 of 9
delivery to an individual authorized to receive mail for the below listed individuals, all to the
following individuals at the following locations:
To City:
Randy Stevenson, Community Development Director
City of Winter Springs
1126 East S.R. 434
Winter Springs, Florida 32708
(407) 327-5970(Phone)
w/copy to:
Anthony A. Garganese, City Attorney
Brown, Garganese, Weiss, & D'Agresta, P.A.
P.O. Box 2873
Orlando, FL 32802-2873
(407) 425-9566 (Phone)
(407) 425-9596 (Fax)
To Consultant:
Teresa Townsend, CEO
Planning Communities, LLC
2510 Wild Tamarind Boulevard
Orlando, Florida 32828
(407) 382-2229 (Phone)
Notice shall be deemed to have been given and received on the date the notice is physically received
if given by hand delivery, or if notice is given by first class U.S. mail, postage prepaid, then notice
shall be deemed to have been given upon the date said notice was deposited in the U.S. Mail
addressed in the manner set forth above. Any party hereto by giving notice in the manner set forth
herein may unilaterally change the name of the person to whom notice is to be given or the address
at which notice is to be received.
15.0 Public Record. It is hereby specifically agreed that any record, document, computerized,
information and program, audio or video tape, photograph, or other writing of the Consultant related,
directly or indirectly, to this Agreement and the Services provided hereunder, may be deemed to be
a Public Record whether in the possession or control of the City or the Consultant. Said record,
document, computerized information and program, audio or video tape, photograph, or other writing
of the Consultant is subject to the provisions of Chapter 119, Florida Statutes, and may not be
destroyed without the specific written approval of the City. Upon request by the City, the Consultant
shall promptly supply copies of said public records to the City. All books, cards, registers, receipts,
documents, and other papers in connection with this Agreement shall at any and all reasonable times
during the normal working hours of the Consultant be open and freely exhibited to the City for the
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 6 of 9
purpose of examination and/or audit.
16.0 Interpretation. Both the City and the Consultant have participated in the drafting of all
parts of this Agreement. As a result, it is the intent of the parties that no portion of this Agreement
shall be interpreted more harshly against either of the parties as the drafter.
17.0 Modification of Agreement. This Agreement shall not be modified or amended except by
written agreement duly executed by both parties hereto (or their successors or assigns) and approved
by the City.
18.0 Severability. If a word, sentence, phrase, clause or paragraph herein shall be declared
illegal, unenforceable, or unconstitutional, the said word, sentence, phrase, clause or paragraph shall
be severed from this Contract, and this Contract shall be read as if said illegal, unenforceable, or
unconstitutional word, sentence, phrase, clause or paragraph did not exist.
19.0 Additional Assurances. The Consultant certifies that:
19.1 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services under this Agreement is presently debarred,
suspended, proposed for debarment, declared ineligible or voluntarily excluded from
participation in any Services required by this Agreement by any Federal, State, or local
governmental commission, department, corporation, subdivision, or agency;
19.2 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services underthis Agreement, employee, or agent has
employed or otherwise provided compensation to, any employee or officer of the City; and
19.3 No principal (which includes officers, directors, or executive) or individual holding
a professional license and performing Services under this Agreement, employee or agent has
willfully offered an employee or officer of the City any pecuniary or other benefit with the
intent to influence the employee or officer's official action or judgment.
20.0 Attorney's Fees. Should any litigation arise concerning this Agreement between the parties
hereto, the parties agree to bear their own costs and attorney's fees.
21.0 Entire Agreement. This Agreement represents the entire and integrated Agreement
between the parties and supersedes all prior negotiations, representations, orAgreements, either oral
or written, and all such matters shall be deemed merged into this Agreement.
22.0 Sovereign Immunity. Notwithstanding any other provision set forth in this Agreement,
nothing contained in this Agreement shall be construed as a waiver of the City's right to sovereign
immunity under section 768.28, Florida Statutes, or other limitations imposed on the City's potential
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 7 of 9
liability under state or federal law. As such, the City shall not be liable under this Agreement for
punitive damages or interest for the period before judgment. Further, the City shall not be liable for
any claim or judgment, or portion thereof, to any one person for more than one hundred thousand
dollars ($ ] 00,000.00), or any claim or judgment, or portion thereof, which, when totaled with all
other claims or judgments paid by the State or its agencies and subdivisions arising out of the same
incident or occurrence, exceeds the sum of two hundred thousand dollars ($200,000.00). This
paragraph shall survive termination of this Agreement.
23.0 Assignment. Neither party hereto may assign, convey, or otherwise transfer any of its rights,
obligations or interest herein without the prior written consent of the other party.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their duly authorized representatives as of the date first written above.
CONSULTANT:
WITNESSES:
Print Name: p ~ YY-
Print Name:
PLANNING COMMUNITIES, LLC,
a Florida limited liability company.
By. .~
eresa To send, CEO
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 8 of 9
city:
CITY OF WINTETt SPRINGS, FLORIDA
a Florida municipal corpQxation.
---.._.
By: ~c~d~'f2-
Ro ld McLemd~e, Cilj~ Manager
PROFESSIONAL SERVICES AGREEMENT
City of Winter Springs /Planning Communities, LLC
Page 9 of 9
Exhibit `A'
raaecr~ Winter Springs Comprehensive Plan Updates
In er prings ompre enslve an pates Planning Communities
TBSkS TASK
Project
Manager Principal
Planner Senior
Planner Planner/GIS/
raphics
TOTALS
Comprehensive Plan U date Strafe
1.1 Kick Off Activities
-Kick Off Meetin with Ci Staff 2.0 2.0 4.0
-Press Release 8 Updated Schedule/Information about the Comp. Plan Update: 2.0 2.0
1.2 Additional Data Collection
-Data Collection/Updates- Police, Fire, Parks and Rec, Conservation, Development-Related, Transportation/rransit, Pop./Demographi
Infraslruilure deficits, Other
B.0
12.0
24.0
4.0
48.0
2 Meetings and Coordination
2.1 LPA Meetin s 3
-LPABriefin (1) 1 Plannin Communities Staf 4.0 4.0 8.0
-Other LPA Bnefin s b Ci of lNinter S rin s Staff (Planning Communities will not attend, City to p2pa2 handouts, p2sentations, etc.l
-LPA Presentation to the Commission on the Draft Comp Plan Amendments (1) 1 Plannin Communities Staff 4.0 4.0
-LPA Public Hearin (1) 1 Plannin Communities Staff 4.0 4.0
2.2 Commission Meetin s (2)
-Commission Public Hearin s (2) 1 Plannin Communities Staff 8.0 4.0 4.0 16.0
-ReviseN date Materials for Commission based on LPA Recommendations 2 Meetin s 2.0 4.0 2.D 8.0
2.3 A ency Coordination
- FDOT (2 meetn s, travel to meetings, phone/email coordination) 8.0 8.0 16.0
- DCA Coordination (1 meetn ,travel to meetings, phone/email coordination) 12.0 2.0 14.0
3 Com rehensive Plan Amendments
3.1 Required/Editorial Updates (ie: updates not requirin additional in~e th anal sis'
-Updates to date deadlines, agency names, other minor edit; 1.0 4.0 6.0
-Statute and Administrative Rute Updates 6.0 16.0 22.0
- Water Supply/Waler Plan related 3.0 8.0 11.0
- Other Minor Edits Ident'fiied in the EAR 4.0 12.0 16.0
3.2 Com rehensive Plan Evaluations Based on EAR Recommendations and Stakeholder In ut
-InfilURedevebpment Issue Analysis 4.0 4.0 12.0 2.0 22.0
-Greeneway Interchange District Issue Analyst: 4.0 12.0 4.0 2.0 22.0
-Transportation Issues/SR 434 Issue Analysis 4.0 16.0 4.0 2.0 26.0
-Housin (Affordable, Eldedy) Issue Analysis 4.0 10.0 2.0 16.0
-GIS and Map in Analysis 2.0 4.0 16.0 22.0
3.3 Drett Ma'or Com rehensive Plan Amendments (Based on Visioning and Evaluations)
- Draft Ma'or Plan Amendments and map series 8.0 8.0 24.0 4.0 44.0
-Submit Preliminary Draft Amendments to City Staff (Di ital df copy/2cds 2.0 1.0 3.0
- Revise Amendments for Staff Comments 4.0 4.0 8.0 2.0 18.0
-Print, Assemble and Submit Preliminary Draft Amendments to LPA (10 Hard Co ies 2.0 6.0 8.0
- Revise Amendments for LPA Comments 2.0 2.0 4.0 1.0 9.0
-Print, Assemble and Submit Preliminary Draft Amendments to Commission (15 Hard Co ies 2.0 6.0 8.0
4 Contract Mana ement/Coordination
-Bi-weekty phone calls, on oin emails, monthly meetin s (1-2 staff) 24.0 12.0 36.0
-Contrail coordination, ro ress reports, invoidn 2.0 6.0 8.0
SUBTOTALS 130.0 76.0 177.0 37.0 420.0
Burdened Rates $ 110 $ 100 $ 85 $ 70
$ 14,300 $ 7,600 $ 15,045 $ 2,590 $ 39,535
Inter prings ompre enslve an pates Planning Communities
Tasks TASK
Project Prindpal Senior Planner/GIS/
Manager Planner Planner raphics TOTALS
Planning Communities Direct costs
Draft Report Printing (10 printed, collated, 11x17 insertions, color, and binding) $ 650.00
Final Report (15 printed, collated, 11x17 insertions, color, and binding) $ 975.00
Misc. Copies, Correspondence, Postage, Delivery, Meeting Supplies $ 250.00
Mapping, Displays/Boards, Materials $ 960.00
Total Directs E 2,835.00
Phase 2 Total E 42,370.00
Exhibit `B'
SCHEDULE
July 2008 -January Develop EAR-Based Amendments
2009 • Phase II kick-off
• Minor and data updates
• Statutory changes
• Evaluations (Major Issues)
• LPA and Commission Briefings
February 2009 LPA Workshop on Final draft
March 2009 Final Production of Transmittal Package
Notice for LPA Public Hearing
April 2009 LPA Public Hearing- April 1, 2009;
April/May 2009 Joint LPA/City Commission Workshop
May/June 2009 City Commission Transmittal Public Hearing
[15Y Reading]- No later than June 8, 2009.
June 2009 Transmittal Sent to DCA- No later than
June 11, 2009.
August 2009 Receive ORC Report from DCA
August 2009 Response to ORC Report
LPA Briefing
September 2009 Final Production of Adoption Package
Notice for CC Hearing
October/November City Commission Adoption Public Hearing
2009 [2"d Reading].
Additional Public Hearings, if needed.
Adoption No later than Dec. 14, 2009.
December 2009 DCA Review for Compliance