Engineering Services AgreementFor the consideration hereinafter set forth Morrison Maierle, Inc., (hereinafter referred to as the
ENGINEER), agrees to provide construction administration, on -site observation, and other
related engineering services as described herein to THE CITY OF KALISPELL (hereinafter
referred to as the OWNER) for a project generally described as the " OLD SCHOOL STATION
SID 344 INFRASTRUCTURE PROJECT."
The project will involve project design, development of construction documents, project
coordination, on -site observation and other services and tasks related to the design and
construction of City -owned water, sewer, storm drainage and road facilities to be installed in
conjunction with development of Old School Station, SID 344.
The ENGINEER agrees to provide the required design services, construction administration, on -
site observation, and other related engineering services for the OWNER's Project. The services to
be provided, and the compensation for such services, shall be as mutually agreed to in this
Agreement, executed by both parties and as described in the attached Proposal for Engineering
Services and the Scope of Services included therein. Unless otherwise indicated, execution of
this Agreement by the OWNER shall constitute notice to and authorization for the ENGINEER
to proceed with the services enumerated in the Agreement.
A. BUDGET
The budget for the Scope of Services of this Agreement has been agreed upon by the parties to
this agreement. The Scope of Services, by this reference, is hereby made a part of this
Agreement.
B. COMPENSATION
As consideration for providing the services described as:
Phase I, Design of Facilities, task 1 through task 7, the OWNER shall pay the ENGINEER for
materials and services and at rates and costs as shown on the attached task and cost detail
$159,868.00. Phase II, Construction Services, task 8 through task 11 the OWNER shall pay the
ENGINEER for materials and services at rates and costs as shown on the attached task and cost
detail $118,068.00. The total to be paid for all services provided under this agreement shall net
exceed $277,963.00. Pay requests shall be submitted and payment shall be made as described in
Article 3.
C. CHANGE OF SCOPE OR PERSONNEL
The Scope of Services and its related budget for this Agreement shall be limited to the scope and
budget so contained herein. Changes in the indicated Scope of Services shall be subject to
renegotiation and shall be implemented by a formal amendment to this Agreement. ENGINEER
shall notify OWNER of any changes in personnel assigned to this project and shall obtain
concurrence of OWNER prior to such changes.
D. ADDITIONAL SERVICES
Additional services not specified in Article 1 and subsequently requested by the OWNER, or
services mutually agreed to be required for the timely completion of this contract, shall be
described and the cost thereof outlined in a formal amendment to this Agreement
E. LITIGATION ASSISTANCE
The ENGINEER will not be obligated to provide expert witness or other litigation support
related to its services, unless expressly agreed in writing. In the event the ENGINEER is
required to respond to a subpoena, government inquiry or other legal process related to the
services in connection with a proceeding to which it is not a party, the OWNER shall reimburse
the ENGINEER for reasonable costs and compensate the ENGINEER at its then standard rates
for reasonable time incurred in gathering information and documents and attending depositions,
hearings, and the like.
Payment to the ENGINEER, as prescribed in Article 2, shall be made as follows:
A. REQUEST FOR PAYMENT
The ENGINEER shall submit pay requests in a consistent detailed format. The submittal shall
include a summary sheet to indicate total Professional Services, Reimbursable Expenses,
Subcontracted Services and Total Payment Requested. Additional sheets shall be attached as
necessary to describe hours worked and billable rates for each employee, itemized reimbursable
expenses and itemized subcontracted services, including hours worked and billable rates for all
subcontractors' employees.
B. PAYMENT FOR SERVICES
For all services described in Article 1 and subsequent amendments, payment is due within 30
days after the OWNER's receipt of the ENGINEER's pay request. Payment shall be for actual
invoiced costs but shall not exceed the total amount shown in Scope of Services
2
A. AUTHORIZATION TO PROCEED
The ENGINEER will not begin work on any of the services listed in Article 1 until the OWNER
directs him to proceed. Authorization to proceed on work elements not defined in this Agreement
as to scope, cost, and time for completion shall be in the form of a formal amendment as
previously described.
C t►�n�93K4W."INN
The ENGINEER will perform the services described in this Agreement and in any work release
documents or change orders, which are issued under this Agreement and signed by both parties.
In performing the services, the ENGINEER will exercise the degree of care and skill ordinarily
exercised by reputable companies performing the same or similar services in the same geographic
area. The ENGINEER is obligated to provide only those services, which are described in this
Agreement, in work release documents signed by the ENGINEER or in change orders signed by
the ENGINEER
C. CONFIDENTIAL INFORMATION
Confidential information shall be designated as such by the OWNER. The ENGINEER and his
subcontractors will not disclose confidential information provided by the OWNER or developed
by the ENGINEER and his subcontractors in the course of its services without the OWNER's
specific prior written consent.
A. AUTHORIZATION TO PROCEED
The OWNER shall authorize the ENGINEER to proceed on Phase I Design, task 1 through task 7
by executing this Agreement. Authorization to proceed with Phase II Construction Services, task
8 through task 11 shall be separately authorized after completion of Phase I and award of a
construction contract.
B. OWNER -FURNISHED DATA
The OWNER shall provide to the ENGINEER all technical data in the OWNER's possession,
including previous reports, maps, surveys, borings, and all other information required by the
ENGINEER and relating to the ENGINEER's work on the project. Such information shall
include, but not be limited to, the OWNER's requirements for the project, any design criteria or
constraints, and copies of design and construction details or standards that OWNER requires to
be included. The ENGINEER may rely upon the accuracy, timeliness, and completeness of the
information provided by the OWNER in performing ENGINEER's services to the OWNER.
C. ACCESS TO FACILITIES AND PROPERTY
The OWNER shall as necessary make its system facilities and properties available and accessible
for inspection by the ENGINEER and provide labor and safety equipment as reasonably required
by the ENGINEER and as authorized by OWNER.
D. ACCESS TO PRIVATE PROPERTY
The ENGINEER shall obtain permission for access from individual property owners, as
necessary to perform required services on private property.
E. TIMELY REVIEW
The OWNER shall examine all reports, sketches, drawings, specifications, proposals, and other
documents presented by the ENGINEER, obtain advice of an attorney, insurance counselor,
accountant, auditor, and other consultants as the OWNER deems appropriate for such
examination and render in writing decisions pertaining thereto in a timely manner so as to not
delay the services of the ENGINEER.
F. PROMPT NOTICE
The OWNER shall give prompt written notice to the ENGINEER whenever the OWNER
observes or otherwise becomes aware of any development that affects the scope or timing of the
ENGINEER's services or any defect in the work of the ENGINEER or Contractors.
A. FORCE MAJEURE
The OWNER shall not be responsible for any delay or failure of performance caused by fire or
other casualty, labor dispute, government or military action, transportation delay, inclement
weather, Act of God, act or omission of OWNER or its contractors, failure of OWNER or any
government authority to timely review or to approve the services or to grant permits or approvals,
or any other cause beyond the OWNER'S reasonable control.
B. INDEMNIFICATION
Indemnification by OWNER:
The OWNER agrees to indemnify, hold harmless and defend the ENGINEER from and against
any and all liabilities, demands, claims, causes of actions and judgments (including costs and
reasonable attorneys fees) which the ENGINEER may incur, become responsible for or pay out
as a result of death or bodily injury or threat thereof to any person, destruction of or damage to
any property, contamination of or adverse effect on natural resources or the environment, any
violation of local, state, or federal laws, regulations or orders, or any other damages claimed by
third parties, including without limitation any arising out of or related to hazardous materials or
substances and including costs of response or remediation arising out of the application of
common law or laws imposing strict liability, based on or arising in whole or in part from the
negligent acts or omissions or willful misconduct of the OWNER, its employees, agents and
subcontractors.
Indemnification by ENGINEER:
The ENGINEER agrees to indemnify, hold harmless and defend the OWNER from and against
any and all liabilities, demands, claims, causes of actions and judgments (including costs and
reasonable attorneys fees) which the OWNER may incur, become responsible for or pay out as a
result of death or bodily injury or threat thereof to any person, destruction of or damage to any
property, contamination of or adverse effect on natural resources or the environment, any
violation of local, state, or federal laws, regulations or orders, or any other damages claimed by
third parties, including without limitation any arising out of or related to hazardous materials or
substances and including costs of response or remediation arising out of the application of
common law or laws imposing strict liability, based on or arising in whole or in part from the
negligent acts or omissions or willful misconduct of the ENGINEER, its employees, agents and
subcontractors.
A�h(.Intffl-2
The ENGINEER shall acquire and maintain statutory workmen's compensation insurance
coverage. ENGINEER shall acquire and maintain bodily injury and property damage insurance
coverage in an amount not less than seven hundred fifty thousand ($750,000) dollars for each
claim and one and one- half million ($1,500,000) dollars per occurrence. The ENGINEER shall
acquire and maintain bodily injury liability automobile insurance coverage in an amount not less
than seven hundred fifty thousand ($750,000) dollars for each claim and one and one- half
million ($1,500,000) dollars per occurrence and property damage liability automobile insurance
coverage in the amount of fifty thousand ($50,000) dollars for each occurrence. The ENGINEER
shall acquire and maintain catastrophe or excess insurance coverage in the amount of one million
(1,000,000) dollars for each occurrence and one million (1,000,000) dollars for each aggregate
with ten thousand ($10,000) dollars deductible amount. The ENGINEER shall acquire and
maintain professional liability insurance coverage in the amount of one million ($1,000,000)
dollars with a forty thousand ($40,000) dollar deductible amount.
D. TERMINATION
The OWNER for its convenience may terminate this Agreement by giving 30 days' written notice
to the ENGINEER.
This Agreement may be terminated by either party upon 30 days' written notice should the other
party fail substantially to perform in accordance with this Agreement through no fault of the
other or if the project is stopped by conditions beyond the control of the OWNER.
In the event of termination, the ENGINEER shall be paid in full for all work previously
authorized and performed up to the termination date, plus termination expenses if termination is
not caused by failure of the ENGINEER to perform.
If no termination is implemented, relationships and obligations created by this Agreement shall
terminate upon completion of all applicable requirements of this Agreement.
E. SUSPENSION, DELAY, OR INTERRUPTION OF WORK
The OWNER may suspend, delay, or interrupt the work of the ENGINEER on the project for the
convenience of the OWNER or for reasons beyond the control of the OWNER or ENGINEER.
In the event of such suspension, delay, or interruption, an adjustment in compensation due the
ENGINEER shall be made for all increases in cost of the ENGINEER's performance under this
Agreement, including personnel relocation and/or replacement costs, and all other identifiable
labor and expense costs.
F. ASSIGNMENT
This Agreement is to be binding on the heirs, successors, and assigns of the parties hereto and is
not to be assigned by either party without first obtaining the written consent of the other. No
assignment of this Agreement shall be effective until the Assignee assumes in writing the
obligations of the assigning party, and delivers such written assumption to the other original
party to this Agreement.
Use of subconsultants by the ENGINEER for technical or professional services shall not be
considered an assignment of a portion of this Agreement.
Nothing herein shall be construed to give any rights or benefits hereunder to anyone other than
OWNER and ENGINEER.
G. LITIGATION
In the event either party to this Agreement shall be required to bring an action against the other
party to enforce this Agreement, or any portion thereof, the prevailing party shall be entitled to
reasonable attorney fees and costs therefore in addition to any damages that may be awarded.
H. VENUE
In the event of litigation concerning this Agreement, venue shall be in the Eleventh Judicial
District in and for the County of Flathead, Montana, and this Agreement shall be governed by the
laws of the State of Montana both as to interpretation and performance.
I�I':IiTl71M �i>�!'111�� �1.7_� 1� �:Z/iil .�[�7►f`
A. ACCESS TO DOCUMENTS
The ENGINEER shall provide access to any of the documents relating to this project to the
OWNER, the City of Kalispell, or authorized representative of the above during normal working
hours.
The ENGINEER shall maintain project and financial records for this project for at least three
years after final payment and closure of the project.
C. REPRODUCIBLE COPIES
Reproducible hard copies and electronic copies of all records and other forms of documentation
produced for this project shall be provided in standard formats and made available to the
OWNER.
D. COVENANT AGAINST CONTINGENT FEES
The ENGINEER warrants that he has not employed or retained any company or person, other
than a bona fide employee working solely for the ENGINEER, to solicit or secure this
Agreement, and that he has not paid or agreed to pay any company or persons, other than a bona
fide employee working solely for the ENGINEER, any fee, commission, percentage, brokerage
fee, gifts, or any other consideration, contingent upon or resulting from the award or making of
this Agreement. For breach or violation of this warranty, the OWNER shall have the right to
annul this Agreement without liability or in its discretion to deduct from the contract price or
consideration, or otherwise recover, the full amount of such fee, commission, percentage,
brokerage fee, gift, or contingent fee.
E. SCHEDULE
Time is of the essence for this project. The ENGINEER shall proceed immediately to begin
performing the services required herein in conformance with the schedule attached hereto.
A. AGREEMENT DESCRIPTION
This Agreement (consisting of pages 1 through 8, inclusive) and attached Proposal for
Engineering Services and Scope of Services constitute the entire Agreement between the
OWNER and the ENGINEER and supersedes all prior written or oral understandings. This
Agreement may only be amended, supplemented, modified, or canceled by a duly executed
written addendum.
DATED this day of , 2005
CITY OF KALISPELL
James H. Patrick, City Manager
MORRISON MAIERLE, Inc.
MOMS0,4 ENGINEERS
SURVEYORS
SCSTS
A
lamPLANNERS
MAIERLE, INC. 1228 WHITEFISH STAGE ROAD - BOX 8057 - KALISPELL, MT 59904-1057.406-752-2216 - FAX: 4 61752I2 911
An Employee-Oicned Company
July 13, 2005
Mr. James C. Hansz, P.E.
Director of Public Works/City Engineer
City of Kalispell
PO Box 1997
Kalispell, MT 59903-1997
RE: Old School Station Subdivision
Design and Construction Phase Services
Dear Jim:
The purpose of this letter is to provide a scope of services, fee estimate, and
schedule for services related to the design and construction administration of
improvements within the Old School Station Subdivision.
r r r
The Scope of Services defined herein is generally for the design and construction
administration of water, sewer, storm water, site grading, and interior subdivision
roads and related appurtenant items for a 50-acre commercial site. The major
elements of this phase include the following tasks.
Task 1 — Preliminary Design: Task 1 consists of the work required to prepare a
Basis of Design Report as required by the City of Kalispell and the Montana
Department of Environmental Quality which summarizes the design criteria for
the water, sewer, and storm water improvements. The work will include a water
and sewer layout plan for the entire 50 acres, a hydraulic model of the water
system to show that the required fire flows for the major tenant and various future
pad sites can be achieved, and a preliminary storm water drainage plan for the
entire 50 acre site. Also, during this phase we will coordinate with the power,
phone, gas and cable companies regarding service to the development.
Task 2 — Construction Drawings: Task 2 consists of the preparation of
construction drawings for water and sewer mains, interior subdivision roads, site
grading/paving plan, storm water retention basin, storm sewer inlets and piping,
and site lighting.
Task 3 — Final Specifications: Task 3 consists of the preparation of the final
technical specifications and contract documents for the site work. The Montana
Public Works Standard Specifications and the City of Kalispell Design Standards
1 of 3
"Providing resources in partnership with clients to achieve their goals"
_ MORMSON
A MMERLE, INC.
will be used as the basis of the technical specifications, but will be modified as
necessary to incorporate site specific issues.
Task 4 — Permits: Task 4 consists of the work required to complete the Montana
Department of Environmental Quality Storm Water Pollution Prevention Plan and
the Water and Sewer Certified Checklists.
Task 5 — Cost Opinion: Task 5 consists of the development of a final opinion of
probable construction cost for the site work.
Task 6 — City/MDEQ Review: Task 6 consists of the work required to submit the
design to the City of Kalispell and the Montana Department of Environmental
Quality and responding to comments as required for final approval of the plans.
Task 7 — Quality Control: Task 7 consists of our internal quality assurance
review.
Task 8 — Bidding: Task 8 consists of the services related to the bidding phase
including answering questions, issuing addenda, attendance at a pre -bid meeting
and the bid opening, and providing an award recommendation.
Task 9 — Construction Staking: Our scope of services does not include
construction staking. We anticipate that these services will be provided by the
Contractor during construction.
Task 10 — Construction Administration: Construction administration services
include site visits, review of material shop drawings, correspondence with the
contractor during construction, response to requests for information, coordination
with the surveyor for staking, and substantial and final completion inspections
and reports.
Task 11 — Construction Observation: The Montana Department of Environmental
Quality requires that a professional engineer be retained to perform construction
observation services for the water and sewer main installation, and when the
project is completed, certify that the water and sewer mains were constructed in
accordance with approved plans and specifications. To address these
requirements, our services under Task 11 include providing an on -site resident
project representative (RPR) throughout the construction of the site work. The
fee was developed assuming full time observation during installation of the buried
utilities and half time observation during the site grading, paving, installation of
curb and gutter, etc. The fee was also developed assuming that the buried
utilities would take 5 weeks to construct and the final grading, paving, curb and
gutter would take an additional 5 weeks to construct.
2of3
MORRISON
4 ' MAIERLE, iNc.
Task 12 — Post Construction: Post construction activities include preparation of
record drawings as required by the City of Kalispell and the Montana Department
of Environmental Quality.
Work excluded from this scope of services includes the following major tasks
Landscape Architecture
Pylon and Internal Sign Design
Geotechnical Investigation
Fee Estimate
A detailed breakdown of the fee estimate for the scope of services is defined
above. The estimated fee for the design phase is $159,868 and the estimated
fee for the construction phase is $118,068.
l+`M�'T.�`111C
Assuming that we receive a Notice to Proceed, we anticipate completion of the
final plans and specification for submittal to the Montana Department of
Environmental Quality by September 5, 2005. Please see the attached
schedule.
If you have any questions, please do not hesitate to call.
Sincerely,
MO/RRIISON-MAIERLE, INC.
4/ Ig --
William A. Buxton, P.E.
Project Manager
HA0387 Kalispell\044 Old School Station Design_Construct\Scope Letter.doc
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