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E2. Whitefish - Kalispell Building Inspector Interlocal AgreementCity of Kalispell 201 1st Ave E. P.O. Box 1997 Kalispell, Montana 59903-1997 (406) 758-7000 Fax (406)7757 REPORT TO: Mayor Johnson and Kalispell City Council FROM: Doug Russell, City Manager SUBJECT: Interlocal Agreement with Whitefish for Plan Review services MEETING DATE: October 19, 2015 BACKGROUND: The City of Whitefish contacted our office this past fall inquiring about the ability to assist them with commercial plan review services and/or building inspections as they are experiencing a temporary workload that exceeds their current staffing levels. Specifically, they are looking for assistance with their City Hall/Parking structure and a hotel review. Additional services could include inspections. Exhibit A outlines the scope of services and Exhibit B outlines the compensation schedule. For Plan Review Services, the City of Kalispell would receive 50% of the total building application fee charged by the City of Whitefish. If our cost to provide plan review services exceeds 50%, the City of Whitefish agrees to compensate us for all costs on a time and material basis. Additional services will be compensated on a time and material basis as well. Our building department has been in contact with Whitefish officials and is comfortable that we can provide the assistance that is requested without impacting our current workload. Attached to this document is an interlocal agreement between the two cities that provides for this arrangement, as allowable under Title 7, Chapter 11, Part 1, M.C.A., known as the "Interlocal Cooperation Act". This Act permits governmental units to make the most efficient use of their powers by enabling them to cooperate with other local governmental units on a basis of mutual advantage and thereby to provide services and facilities in a manner and pursuant to forms of governmental organization that will accord best with geographic, economic, population, and other factors influencing the needs and development of local communities. FISCAL IMPACTS: Kalispell will be compensated 50% of the total building application fee charged by the City of Whitefish, plus reimbursement for time and materials for additional services. The total agreement is not anticipated to exceed $100,000. RECOMMENDATION: It is recommended that the City Council authorize the City Manager to sign the attached Interlocal agreement between the Cities of Kalispell and Whitefish. INTERLOCAL AGREEMENT between THE CITY OF WHITEFISH and THE CITY OF KALISPELL The CITY OF WHITEFISH, hereinafter referred to as "WHITEFISH", a municipal corporation duly formed and authorized pursuant to Montana state law and the CITY OF KALISPELL, hereinafter referred to as "KALISPELL" a municipal corporation duly formed and authorized pursuant to Montana state law hereby enter into agreement as set forth below. RECITALS WHEREAS, Title 7, Chapter 11, Part 1, M.C.A., known as the "Interlocal Cooperation Act," permits governmental units to make the most efficient use of their powers by enabling them to cooperate with other local governmental units on a basis of mutual advantage and thereby to provide services and facilities in a manner and pursuant to forms of governmental organization that will accord best with geographic, economic, population, and other factors influencing the needs and development of local communities; and WHEREAS, said Act provides that an Interlocal agreement may be authorized and approved by the governing body of each party to said contract; and WHEREAS, WHITEFISH is a municipal corporation of the State of Montana located within Flathead County, Montana and is duly organized and in existence pursuant to the terms of MCA Title 7 Chapter 3 Part 43; and WHEREAS, KALISPELL is a municipal corporation of the State of Montana located within Flathead County, Montana and is duly organized and in existence pursuant to the terms of MCA Title 7 Chapter 3 Part 43; and WHEREAS WHITEFISH requires professional services to be performed in connection with Commercial Building Plan Reviews in the City of WHITEFISH, Montana (the "Project"); and WHEREAS, KALISPELL represents that its municipal Building Department staff is fully qualified and capable to perform such services and is in compliance with federal and state law relating to the provisions of such service; and WHEREAS, WHITEFISH desires to have KALISPELL perform such professional services, and KALISPELL is willing to do so. Interlocal Agreement - Page I NOW THEREFORE, ITISAGREED by and between WHITEFISH and KALISPELL, each a local government agency of the State of Montana, and pursuant to MCA 7-11-104, that it is to their mutual benefit to adopt this Interlocal Agreement as follows: 1. SCOPE OF WORK OR SERVICES; COMPENSATION: A. KALISPELL shall furnish professional services, obligations, and responsibilities under this Agreement, more particularly set forth in Exhibit "A," Scope of Service, attached hereto and incorporated herein by this reference. B. WHITEFISH shall pay for services from time to time, as set forth in Exhibit "B," Compensation Schedule, attached hereto and incorporated herein by this reference, in an amount not to exceed $100,000.00. C. WHITEFISH shall pay KALISPELL within thirty (30) days following receipt from KALISPELL and approval by WHITEFISH of invoices showing the services performed and the name of the Project. KALISPELL shall certify on the invoices that KALISPELL has performed the services in full conformance with this Agreement and is entitled to receive payment. KALISPELL shall indicate on the invoices the Building Review project, together with a description of the services provided with respect to each employee or agent, and the Building Plan Review fee charged therefore. The amounts of payment and schedule of submission of invoices are set forth in Exhibit "B." D. KALISPELL may select the time and place of performance hereunder, provided, however, that access to WHITEFISH documents, records, and the like, if needed by KALISPELL, shall be available only during WHITEFISH's normal business hours. 2. COORDINATION AND ORGANIZATION: A. KALISPELL shall coordinate its performance with the WHITEFISH's project manager. KALISPELL shall advise and inform WHITEFISH's project manager of the work in progress on the Project in sufficient detail so as to assist WHITEFISH's project manager in making presentations and in holding meetings for the exchange of information. The designated contact for WHITEFISH is: David Taylor Planning and Building Director PO Box 158 Whitefish, Montana 59937 406-863-2416 Interlocal Agreement - Page 2 The designated contact for KALISPELL is: Jeff Clawson Chief Building Official 201 1 st Avenue East Kalispell, MT 59901 406-758-7739 B. The parties acknowledge that a substantial inducement to WHITEFISH for entering this Agreement was and is the reputation and skill of key employee Jeff Clawson. WHITEFISH shall have the right to approve any person proposed by KALISPELL to replace such key employee. 3. INSURANCE: WHITEFISH acknowledges that KALISPELL has the same levels of insurance coverage through the Montana Municipal Interlocal Authority as WHITEFISH and as such provides the same degree of insurance protection as would exist if WHITEFISH was utilizing its own personnel for the Project. KALISPELL shall comply with all applicable requirements of Montana's Workers' Compensation Act, and the Occupational Disease Act. 4. INDEMNITY: WHITEFISH agrees to indemnify and hold KALISPELL harmless of and from any and all claims, demands, actions, suits, proceedings or judgments based upon the negligence of WHITEFISH employees in its performance or failure to perform the services contracted for. KALISPELL agrees to indemnify and hold WHITEFISH harmless of and from any and all claims, demands, actions, suits, proceedings or judgments based upon the Plan Review of WHITEFISH's building codes and not resulting from the negligence of WHITEFISH's employees. 5. ASSIGNMENT AND SUBCONTRACTING: This Agreement contemplates the personal services of KALISPELL and KALISPELL's employees, and the parties acknowledge that a substantial inducement to WHITEFISH for entering this Agreement was and is the professional reputation and competence of KALISPELL and KALISPELL's employees. KALISPELL shall not assign its rights or delegate its duties hereunder, or any interest herein, or any portion hereof, without the prior written consent of WHITEFISH, except that KALISPELL may, upon written consent of the Whitefish City Manager obtained in advance, assign any monies due or to become due the KALISPELL hereunder. Any attempted assignment or delegation shall be void, and any assignee or delegate shall acquire no right or interest by reason of such attempted assignment or delegation. Furthermore, KALISPELL shall not subcontract any portion of the performance required hereunder without the prior written consent of the Whitefish City Manager or his designee, nor substitute an approved subcontractor without said prior written consent to the substitution. Nothing stated in this Paragraph 5 shall prevent KALISPELL from employing as many employees as KALISPELL deems necessary for performance of this Agreement. Interlocal Agreement - Page 3 6. CONFLICT OF INTEREST: KALISPELL, by executing this Agreement, certifies that, at the time KALISPELL executes this Agreement and for its duration, KALISPELL does not and will not perform services for any other client which would create a conflict, whether monetary, scheduling, or otherwise, as between the interests of WHITEFISH hereunder and the interests of such other client. 7. MATERIALS: KALISPELL shall furnish all labor and supervision, supplies, materials, tools, machinery, equipment, appliances, transportation, and services necessary to or used in the performance of KALISPELL's obligations. 8. OWNERSHIP OF DATA: All materials, information and data prepared, developed, or assembled by KALISPELL or furnished to KALISPELL in connection with this Agreement, including but not limited to documents, estimates, calculations, studies, maps, graphs, charts, computer disks, computer source documentation, samples, models, reports, summaries, drawings, designs, notes, plans, information, material, and memorandum ("Data") shall be the exclusive property of WHITEFISH. Data shall be given to WHITEFISH, and WHITEFISH shall have the unrestricted right to use and disclose the Data in any manner for use in connection with the project for which it is intended without payment of further compensation to KALISPELL. Copies of Data may be retained by KALISPELL but KALISPELL warrants that Data shall not be made available to any person or entity for use without the prior written approval of WHITEFISH. Said warranty shall survive termination of this Agreement for ten (10) years. It is agreed that KALISPELL's referral to Data in general terms for the purpose of listing past professional experience in future marketing endeavors is not a violation of this warranty. 9. CONFIDENTIALITY: KALISPELL shall keep the Data confidential and shall not disclose the Data or use the Data directly or indirectly other than in the course of services provided hereunder during this Agreement and for ten (10) years following expiration or termination of this Agreement. In addition, KALISPELL shall keep confidential all information whether written, oral, or visual, obtained by any means whatsoever in the course of KALISPELL's performance hereunder for the same period of time. KALISPELL shall not disclose any or all of the Data to any third party, nor use it for KALISPELL's own benefit or the benefit of others except for the purpose of this Agreement. 10. CHANGES AND EXTRA SERVICES: A. WHITEFISH may make changes within the general scope of this Agreement. Change orders shall be in writing and shall state the dollar amount of the change, the method of payment, any adjustment in the time for performance and, when negotiated prices are involved, shall provide for the KALISPELL's signature indicating acceptance. If KALISPELL estimates that change will cause an increase or decrease in the cost or time required for performance, KALISPELL shall so notify WHITEFISH of that fact. Any notification by Interlocal Agreement - Page 4 KALISPELL shall be provided within ten (10) calendar days from the date of receipt by KALISPELL of the change order. In addition, KALISPELL shall notify WHITEFISH when KALISPELL identifies a condition which may change the initial scope of work or services. All change orders shall be deemed part of this Agreement. B. WHITEFISH may request in a change order that KALISPELL perform extra services not covered by the scope of work or services, and KALISPELL shall perform such extra services. WHITEFISH shall pay for such extra services as specified in the change order. WHITEFISH shall not be liable for payment of such extra services nor shall KALISPELL be obligated to perform such extra services unless and until the change order is signed by both parties. Extra services shall not exceed twenty-five percent (25%) of the contract price, as set out in Exhibit "B," without prior approval of the WHITEFISH Council. 11. TERMINATION: A. Either party may terminate this Agreement by giving ten (10) days' prior written notice to the other party in the event of substantial failure by such other party to perform in accordance with the terms of this Agreement through no fault of the terminating party. B. WHITEFISH shall have the right to terminate this Agreement for any reason or no reason at any time by giving ten (10) days' prior written notice to KALISPELL. C. In the event of termination under Paragraph 9(A) or Paragraph 9(B), the ten (10) days shall run from the date of deposit in the mail or the date on which personal service is obtained, whichever first occurs. Further, in the event of termination under Paragraph 9(A) or Paragraph 9(B), WHITEFISH shall pay KALISPELL for services satisfactorily performed and costs incurred up to effective date of termination for which KALISPELL has not been previously paid. The procedures for payment in Paragraph 1(C) with regard to invoices shall apply. On the effective date of termination, KALISPELL shall deliver to WHITEFISH all Data developed or accumulated in the performance of this Agreement, whether in draft or final form, or in process, without regard to whether or not KALISPELL has received from the WHITEFISH all compensation that KALISPELL claims is due. 12. NONDISCRIMINATION: KALISPELL agrees that all hiring by KALISPELL of persons performing this Agreement will be on the basis of merit and qualification and will not discriminate on the basis of race, color, religion, creed, political ideas, sex, age, marital status, physical or mental disability, or national origin. KALISPELL agrees to comply with all applicable federal, state, and municipal laws concerning the prohibition of discrimination. Interlocal Agreement - Page 5 13. AMENDMENT: This Agreement, including all exhibits, shall not be amended, nor any provision or breach hereof waived, except in writing signed by the parties which expressly refers to this Agreement. 14. NO THIRD -PARTY BENEFICIARY: This Agreement is for the exclusive benefit of the parties, does not constitute a third -party beneficiary agreement, and may not be relied upon or enforced by a third party. 15. GOVERNING LAW: This Agreement shall be governed by and construed pursuant to the laws of the State of Montana. 16. FORUM: Any legal proceeding to enforce or interpret this Agreement or to protect or establish any rights or remedies hereunder shall be maintained only in the courts in the County of Flathead, Montana. 17. NECESSARY ACTS: Each party to this Agreement agrees to perform any further acts and execute and deliver any further documents that may be reasonably necessary to carry out the provisions of this Agreement. 18. ENTIRE AGREEMENT: This Agreement, including all exhibits, constitutes the entire understanding between the parties and supersedes all other agreements, whether oral or written, with respect to the subject matter herein. 19. SEVERABILITY: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 20. NOTICES: Any notice required hereunder or desired to be given by either party shall be in writing and personally served or deposited in the U.S. Postal Service, first class, postage prepaid, addressed to KALISPELL at its address stated herein, and to the City of Whitefish, Attention: Whitefish City Manager, PO Box 158, Whitefish, Montana 59937. Notice of change of address shall be given in the same manner as stated herein for other notices. The notice shall be deemed given on the date deposited in the mail or on the date personal service is obtained, whichever first occurs. 21. WAIVER: The acceptance of any services or the payment of any money by WHITEFISH shall not operate as a waiver of any provision of this Agreement, or of any right to damages or indemnity stated in this Agreement. The waiver of any breach of this Agreement shall not constitute a waiver of any other or subsequent breach of this Agreement. 22. AUTHORITY: Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement. Interlocal Agreement - Page 6 23. EFFECTIVE DATE: The effective date of this agreement shall be upon the execution of this document as authorized by the governing bodies of each party. IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement on the dates set forth opposite their signatures. CITY OF WHITEFISH, a municipal corporation Charles C. Stearns Whitefish City Manager DATED: CITY OF KALISPELL a municipal corporation UOIN Douglas Russell Kalispell City Manager DATED: EXHIBIT "A" Scope of work or services, including proposed timeline EXHIBIT "B" Compensation schedule and procedure for reimbursement of expenses Interlocal Agreement - Page 7 EXHIBIT A Scope of Services Provide commercial building plan review and approval of commercial building permit applications in Whitefish while Whitefish's Chief Building Official is absent from work with an illness. Commercial building permit applications contemplated include, but are not limited to the Whitefish City Hall/Parking Structure project and a possible Marriott Hotel in Whitefish. Other commercial building permit applications are subject to the approval of both Whitefish and Kalispell. Kalispell agrees to perform commercial building plan reviews within 30 days of their receipt of complete plans for review. 2. Provide commercial building plan review and approval of commercial building permit applications in Columbia Falls while Whitefish's Chief Building Official is absent from work with an illness. Commercial building permit applications contemplated include, but are not limited to a possible hotel in Columbia Falls. Other Columbia Falls commercial building permit applications are subject to the approval of both Whitefish and Kalispell. Kalispell agrees to perform commercial building plan reviews within 30 days of their receipt of complete plans for review. As Kalispell has time and as Whitefish may desire, Kalispell could perform commercial building inspection services for Whitefish. Both Kalispell and Whitefish that these additional services are not contemplated at the time of this agreement, but this agreement allows it to occur with the consent of both parties. Compensation shall be as shown on Exhibit B for these services. Interlocal Agreement - Page 8 EXHIBIT B Compensation Schedule For commercial building plan reviews, Whitefish receives a building plan review fee equal to 65% of the total building permit fee. Upon payment of the building plan review fee, Whitefish shall retain 15% of the total building permit fee for its costs in administering the building plan review and shall remit 50% of the total building permit fee (the remaining portion of the 65% fee) to Kalispell for their building plan review costs. If Kalispell's services, on a time and materials basis, on any building plan review that it does for Whitefish exceed the revenues Kalispell receives from the 50% remittance described above because of overtime or other costs, Whitefish agrees to pay such additional costs on a time and materials basis to Kalispell so Kalispell fully recovers all of its costs for providing building plan review services for Whitefish. If Whitefish and Kalispell agree to have Kalispell provide some commercial building plan inspection services, Whitefish shall pay Kalispell its full costs on a time and materials basis. Hourly time costs shall include, but not be limited to hourly compensation, overtime, all benefits and employer contributions on a direct or pro -rated hourly or percentage basis, and any materials or supplies costs. Kalispell agrees to invoice Whitefish for such costs showing itemized costs for wages, overtime, benefits and employer contributions (can be aggregated), and materials or supplies. Whitefish agrees to remit payment on such invoices within 30 days of receipt of the invoice. Interlocal Agreement - Page 9