HomeMy WebLinkAbout10-042 - Heartland LLC - (TIB) Tukwila International Boulevard Property Valuation ModelingCONSULTANT AGREEMENT FOR
PROPERTY VALUATION SERVICES
10 -042
Council Approval N/A
THIS AGREEMENT is entered into between the City of Tukwila, Washington, herein -after referred
to as "the City and Heartland, hereinafter referred to as "the Consultant in consideration of the
mutual benefits, terms, and conditions hereinafter specified.
1. Project Designation. The Consultant is retained by the City to perform property valuation
services in connection with the project titled Newporter Land Value Scenarios.
2. Scope of Services. The Consultant agrees to perform the services, identified on Exhibit "A"
attached hereto, including the provision of all labor, materials, equipment and supplies.
3. Time for Performance. Work under this contract shall commence upon the giving of written
notice by the City to the Consultant to proceed. The Consultant shall perform all services and
provide all work product required pursuant to this Agreement within 15 calendar days from
the date written notice is given to proceed, unless an extension of such time is granted in
writing by the City.
4. Payment. The Consultant shall be paid by the City for completed work and for services
rendered under this Agreement as follows:
A. Payment for the work provided by the Consultant shall be made as provided on Exhibit
"B" attached hereto, provided that the total amount of payment to the Consultant shall not
exceed $6,800 without express written modification of the Agreement signed by the City.
B. The Consultant may submit vouchers to the City once per month during the progress of
the work for partial payment for that portion of the project completed to date. Such
vouchers will be checked by the City and, upon approval thereof, payment shall be made
to the Consultant in the amount approved.
C. Final payment of any balance due the Consultant of the total contract price earned will be
made promptly upon its ascertainment and verification by the City after the completion
of the work under this Agreement and its acceptance by the City.
D. Payment is provided in this section shall be full compensation for work performed,
services rendered, and for all materials, supplies, equipment and incidentals necessary to
complete the work.
E. The Consultant's records and accounts pertaining to this Agreement are to be kept
available for inspection by representatives of the City and state for a period of three (3)
years after final payments. Copies shall be made available upon request.
5. Ownership and Use of Documents. All documents, electronic spreadsheets, drawings,
specifications and other materials produced by the Consultant in connection with the services
1 0 DY �iJ
rendered under this Agreement shall be the property of the City whether the project for which
they are made is executed or not. The Consultant shall be permitted to retain copies,
including reproducible copies, of drawings and specifications for information, reference and
use in connection with the Consultant's endeavors. The Consultant shall not be responsible
for any use of the said documents, drawings, specifications or other materials by the City on
any project other than the project specified in this Agreement.
6. Compliance with Laws. The Consultant shall, in performing the services contemplated by
this Agreement, faithfully observe and comply with all federal, state, and local laws,
ordinances and regulations, applicable to the services to be rendered under this Agreement.
7. Indemnification. The Consultant shall indemnify, defend and hold harmless the City, its
officers, agents and employees, from and against any and all claims, losses or liability,
including attorney's fees, arising from injury or death to persons or damage to property
occasioned by any act, omission or failure of the Consultant, its officers, agents and
employees, in performing the work required by this Agreement. With respect to the perform-
ance of this Agreement and as to claims against the City, its officers, agents and employees,
the Consultant expressly waives its immunity under Title 51 of the Revised Code of
Washington, the Industrial Insurance Act, for injuries to its employees, and agrees that the
obligation to indemnify, defend and hold harmless provided for in this paragraph extends to
any claim brought by or on behalf of any employee of the Consultant. This waiver is
mutually negotiated by the parties. This paragraph shall not apply to any damage resulting
from the sole negligence of the City, its agents and employees. To the extent any of the
damages referenced by this paragraph were caused by or resulted from the concurrent
negligence of the City, its agents or employees, this obligation to indemnify, defend and hold
harmless is valid and enforceable only to the extent of the negligence of the Consultant, its
officers, agents and employees.
8. Insurance. The Consultant shall secure and maintain in force throughout the duration of this
contract comprehensive general liability insurance, with a minimum coverage of $500,000 per
occurrence and $1,000,000 aggregate for personal injury; and $500,000 per occurrence/
aggregate for property damage, and professional liability insurance in the amount of
$1,000,000.
Said general liability policy shall name the City of Tukwila as an additional named insured
and shall include a provision prohibiting cancellation of said policy except upon thirty (30)
days prior written notice to the City. Certificates of coverage as required by this section shall
be delivered to the City within fifteen (15) days of execution of this Agreement.
9. Independent Contractor. The Consultant and the City agree that the Consultant is an inde-
pendent contractor with respect to the services provided pursuant to this Agreement. Nothing
in this Agreement shall be considered to create the relationship of employer and employee
between the parties hereto. Neither the Consultant nor any employee of the Consultant shall
be entitled to any benefits accorded City employees by virtue of the services provided under
this Agreement. The City shall not be responsible for withholding or otherwise deducting
federal income tax or social security or for contributing to the state industrial insurance
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program, otherwise assuming the duties of an employer with respect to the Consultant, or any
employee of the Consultant.
10. Covenant Against Contingent Fees. The Consultant warrants that he has not employed or
retained any company or person, other than a bonafide employee working solely for the
Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any
company or person, other than a bonafide employee working solely for the Consultant, any
fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon
or resulting from the award or making of this contract. For breach or violation of this warrant,
the City shall have the right to annul this contract 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.
11. Discrimination Prohibited. The Consultant, with regard to the work performed by it under
this Agreement, will not discriminate on the grounds of race, color, national origin, religion,
creed, age, sex or the presence of any physical or sensory handicap in the selection and
retention of employees or procurement of materials or supplies.
12. Assignment. The Consultant shall not sublet or assign any of the services covered by this
Agreement without the express written consent of the City.
13. Non Waiver. Waiver by the City of any provision of this Agreement or any time limitation
provided for in this Agreement shall not constitute a waiver of any other provision.
14. Termination.
A. The City reserves the right to terminate this Agreement at any time by giving ten (10)
days written notice to the Consultant.
B. In the event of the death of a member, partner or officer of the Consultant, or any of its
supervisory personnel assigned to the project, the surviving members of the Consultant
hereby agree to complete the work under the terms of this Agreement, if requested to do
so by the City. This section shall not be a bar to renegotiations of this Agreement
between surviving members of the Consultant and the City, if the City so chooses.
15. Attorneys Fees and Costs. In the event either party shall bring suit against the other to
enforce any provision of this Agreement, the prevailing party in such suit shall be entitled to
recover its costs, including reasonable attorney's fees, incurred in such suit from the losing
party.
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16. Notices. Notices to the City of Tukwila shall be sent to the following address:
Notices to Consultant shall be sent to the following address:
17. Integrated Agreement. This Agreement, together with attachments or addenda, represents
the entire and integrated Agreement between the City and the Consultant and supersedes all
prior negotiations, representations, or agreements written or oral. This Agreement may be
amended only by written instrument signed by both the City and the Consultant.
DATED this day of gar; 2010.
CITY OF TUKWILA
Attest/Authenticated:
Lv ,AY;
City'Clerk U V
City Clerk
City of Tukwila
6200 Southcenter Boulevard
Tukwila, WA 98188
Heartland
524 Second Avenue, Suite 200
Seattle, WA 98104
CONSULTANT
B
Printed Name: 41(
Title: ;ec
Approved as to Form:
z/L
Office of the City Attorney
4
April 5, 2010
524 SECOND AVENUE SUITE 200 SEATTLE, WA 98104 TEL 206•682•2500 FAX 206•467•1429
Derek Speck
Economic Development Administrator
City of Tukwila
6200 Southcenter Boulevard
Tukwila, Washington 98188
0cHiarTA
H E A R T L A N D
Sent Via Email
dspeck@ci.tukwila.wa.us
RE: Tukwila International Boulevard Property Valuation Modeling
Dear Mr. Speck:
It was a pleasure meeting with you on Thursday afternoon to discuss the dynamics of the
Tukwila International Boulevard (TIB) corridor. Based on our meeting, we understand that you
would like assistance analyzing the potential market values associated with several properties
along the TIB under three development scenarios.
This proposal recommends "stepping into a prospective buyers shoes" to understand what a
developer may pay for the land using a discounted cash flow model that solves for the residual
land value. Such a dynamic model will allow us to understand value under different
development and timing scenarios. In addition to this model, we will review our sales database
to identify potential comparable transactions to supplement the findings from the model.
We would propose the following steps to compete this scope:
Step 1: Development Scenarios
Heartland will create three development scenarios based on current zoning regulations and
our opinion of a developer's likely end use for the property. Net and gross square footage and
the number of parking stalls (surface, structured garage, or below grade) will be calculated
and used in the cash flow model.
Step 2: Cash Flow Model
A dynamic discounted cash flow model will be developed to estimate the residual land value
of the property to the City of Tukwila under the three development scenarios created in Step
1. Development cost and income inputs for this model will be generated using readily
available data sources. Also included in this step is a review of comparable transactions.
Step 3: Opinion of Value Memorandum
A brief memorandum indicating Heartland's opinion of value for each of the three
development scenarios will be prepared. In this memorandum, we will explain our
methodology and assumptions. Supporting tables and charts will be included. We have
CONSULTING FEE AND REIMBURSEMENT SCHEDULE
HOURLY BILLING RATES: Effective January 1, 2010
Matt Anderson $235
Richard Loo $175
Matt Hoffman $165
Research Interns $85
(Note: General office overhead and general clerical work are incorporated in these hourly rates)
REIMBURSABLE COSTS:
Binders and supplies Cost
Copies black white $.10 each
Copies color 11 x 17 $2.00 each
Copies color 8 -1/2 x 11 $1.50 each
Copies of large format originals all types Cost
Developing film and photo Cost
Document purchases Cost
Incidental professional fees Cost
Marketing expenses and advertisements Cost
Mileage $.50 /mile
Mounting on presentation board $3.75/ sf
Parking and tolls Cost
Postage and delivery Cost
Printing out-of -house Cost
Prints full color 11 x 17 $2.00 each
Prints full color 81/2 x 11 $1.50 each
Prints large format $8.50 sf
Scans color $1.00 each
Subscriptions Cost
Telephone long distance and facsimiles Cost
Travel airfare, car rental, lodging and meals Cost plus 2%
RATES ARE SUBJECT TO ANNUAL INCREASES
J4iii31T R
April 5, 2010 Page 3
ACORD OP ID DATE (MMlDDlYYYY)
CERTIFICATE OF LIABILITY INSURANCE HEALL -1 04/09/10
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
Hall- Conway Jackson, Inc HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
P.O. Box 8010 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Mill Creek WA 98082 -8010
Phone: 425 -368 -1200 Fax:425- 368 -1290 INSURERS AFFORDING COVERAGE I NAIC
INSURED I INSURER A: Continental Casualty Co.
I INSURER B: Transportation Ins Co
Heartland, LLC
Attn: Erica Buckley
524 Second Avenue, Suite 200
Seattle, WA 98104
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR NS TYPE OF INSURANCE I POLICY NUMBER I DATE (MM F DDm( IPDATE(MMPIDD LIMITS
GENERAL LABILITY I EACH OCCURRENCE 1,000,000
ANwmt I v
A X I COMMERCIAL GENERAL LIABILITY B2075931077 11/29/09 11/29/10 P
eNirs, ence) 100,000
CLAIMS MADE OCCUR MED EXP (My one person) 5,000
A
A
X
1 GARAGE LIABILITY
ANY AUTO
CERTIFICATE HOLDER
Ix
I
G EN'L AGGREGATE LIMIT APPP PER:
JECT
POLICY i I LOC
AUTOMOBILE LIABILITY
ANY AUTO
ALL OWNED AUTOS
SCHEDULED AUTOS
HIRED AUTOS
NON -OWNED AUTOS
EXCESS/UMBRELLA LIABIUTY
X 1 OCCUR El CLAIMS MADE B3011020287
DEDUCTIBLE
RETENTION
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
ANY PROPRIETORIPARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
If yes describe under
SPECIAL PROVISIONS below
OTHER
DESCRIPTION OF OPERATIONS LOCATIONS VEHICLES EXCLUSIONS ADDED BY ENDORSEMENT SPECIAL PROVISIONS
Re: Newporter Land Value Scenarios. Certificate holder is an additional
insured for general liability per attached form no. SB- 146935A.
City of Tukwila
Attn: City Clerk
6200 Southcenter Blvd
Tukwila, WA 98188
ACORD 25 (2001/08)
8
CITYTUK
INSURER C:
I INSURER D:
I INSURER E:
11/29/09 11/29/10
REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE
Thomas E
PERSONAL &AOV INJURY 1,000,000
GENERAL AGGREGATE $2,000,000
(PRODUCTS COMP/OP AGG 5 2,000,000
COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY
(Per person)
BODILY INJURY
(Per accident)
PROPERTY DAMAGE
(Per accident)
AUTO ONLY EA ACCIDENT
OTHER THAN
AUTO ONLY:
I EACH OCCURRENCE
11/29/09 11/29/10 I AGGREGATE
r
EA ACC
AGG
5
5
51,000,000
51,000,000
S
s
I YHUJIHI U- UI-
rI
ITORY LIMITS I X I ER
82075931077 11/29/09 11 /29 /10 El. EACH ACCIDENT $1,000,000
WA STOP GAP I E.LDISEASE EAEMPLOYEE'S 1,000,000
1 EL DISEASE POLICY LIMIT I s 2,000,000
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
7 �RD CORPORATION 1988
cNA
IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL
INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH
C.1. OF THIS ENDORSEMENT FOR THESE DUTIES.
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CONTRACTOR'S SCHEDULED AND BLANKET ADDITIONAL INSURED
ENDORSEMENT WITH PRODUCTS COMPLETED OPERATIONS COVERAGE
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization: Designated Project:
(Coverage under this endorsement is not affected by an entry or lack of entry in the Schedule above.)
A. Paragraph C. WHO IS AN INSURED? is amended to
include as an Insured any person or organization,
including any person or organization shown in the
schedule above, (called additional insured) whom you
are required to add as an additional insured on this
policy under a written contract or written agreement;
but the written contract or written agreement must be:
1. Currently in effect or becoming effective during the
term of this policy; and
2. Executed prior to the "bodily injury," "property
damage," or "personal and advertising injury.'
0
B. The insurance provided to the additional insured Is
limited as follows:
1. That person or organization is an additional
insured solely for liability due to your negligence
specifically resulting from your work for the
additional insured which is the subject of the
written contract or written agreement. No
coverage applies to liability resulting from the sole
negligence of the additional insured.
2. The Limits of Insurance applicable to the
additional insured are those specified in the
written contract or written agreement or in the
Declarations of this policy, whichever is Tess.
These Limits of insurance are inclusive of, and not
in addition to, the Limits of Insurance shown in the
Declarations.
SB- 146935 -A
(Ed. 01/06)
C.
SB- 146935 -A
(Ed. 01/06)
3. The coverage provided to the additional insured
by this endorsement and paragraph F.S. of the
definition of "Insured contract" under Liability and
Medical Expenses Definitions do not apply to
"bodily injury" or "property damage" arising out of
the "products- completed operations hazard"
unless required by the written contract or written
agreement.
4. The insurance provided to the additional Insured
does not apply to "bodily injury," "property
damage," or "personal and advertising injury"
arising out of an architect's, engineer's, or
surveyor's rendering of or failure to render any
professional services including:
a. The preparing, approving, or failing to prepare
or approve maps, shop drawings, opinions,
reports, surveys, field orders, change orders
or drawings and specifications; and
b. Supervisory, or inspection activities performed
as part of any related architectural or
engineering activities,
As respects the coverage provided under this
endorsement, BUSINESSOWNERS LIABILITY
COVERAGE FORM is amended as follows:
1. The following is added to E2. Duties In The Event
of Occurrence, Offense, Claim or Suit
Page 1 of 2
SB- 146935 -A
(Ed. 01/06)
e. An additional insured under this endorsement
will as soon as practicable:
(1) Give written notice of an occurrence or an
offense to us which may result in a claim
or suit under this insurance;
(2) Tender the defense and indemnity of any
claim or suit to any other insurer which
also has insurance for a loss we cover
under this Coverage Part; and
(3) Agree to make available any other
insurance which the additional insured
has for a loss we cover under this
Coverage Part.
t We have no duty to defend or indemnify an
additional insured under this endorsement
SB- 146335 -A
(Ed. 01/06)
until we receive written notice of a claim or
suit from the additional insured.
2. The following is added to Paragraph H. of the
BUSINESSOWNERS COMMON POLICY
CONDITIONS:
H. Other Insurance
4. This insurance is excess over any other
insurance naming the additional insured
as an insured whether primary, excess,
contingent or on any other basis unless a
written contract or written agreement
specifically requires that this insurance be
either primary or primary and
noncontributing.
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