12-R-03A Amendment to the Professional Services Agreement with Gateway Planning Group, Inc.RESOLUTION NO. 12-R-03A
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING AN AMENDMENT TO THE
PROFESSIONAL SERVICES AGREEMENT WITH GATEWAY
PLANNING GROUP, INC., AND OTHER MATTERS IN CONNECTION
THEREWITH
WHEREAS, the City of Schertz (the "City") has previously entered into a Professional
Services Agreement with Gateway Planning Group, Inc. ("Gateway") to assist the City in a
master plan for North and South Schertz; and
WHEREAS, the City staff of the City has determined that the City requires professional
master planning services from Gateway relating to the expansion of the North Schertz project
and FM 78 & Main Street project and that such services would best be provided as Additional
Services under the City's existing Professional Services Agreement with Gateway; and
WHEREAS, pursuant to Section 252.022(a)(4), the City is not required to seek bids or
proposals with respect to a procurement for personal, professional, or planning purposes; and
WHEREAS, the City Council has determined that it is in the best interest of the City to
amend the existing Professional Services Agreement with Gateway.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
THAT:
Section 1. The City Council hereby authorizes the City Manager to execute and
deliver an amendment to the Professional Services Agreement with Gateway to add master
planning services relating to the expansion of the North Schertz project and the FM 78 & Main
Street project as Additional Services, for a fee of $73,550 and for a total revised amount of
$787,113 and a total not to exceed amount of $863,324.
Section 2. The recitals contained in the preamble hereof are hereby found to be true,
and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a
part of the judgment and findings of the City Council.
Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with
any provision of this Resolution are hereby repealed to the extent of such conflict, and the
provisions of this Resolution shall be and remain controlling as to the matters resolved herein.
Section 4. This Resolution shall be conshved and enforced in accordance with the
laws of the State of Texas and the United States of America.
Section 5. If any provision of this Resolution or the application thereof to any person
or circumstance shall be held to be invalid, the remainder of this Resolution and the application
of such provision to other persons and circumstances shall nevertheless be valid, and the City
soa~os9a.r -1-
Council hereby declares that this Resolution would have been enacted without such invalid
provision.
Section 6. It is officially found, determined, and declared that the meeting at which
this Resolution is adopted was open to the public and public notice of the time, place, and subject
matter of the public business to be considered at such meeting, including this Resolution, was
given, all as required by Chapter 551, Texas Government Code, as amended.
Section 7. This Resolution shall be in force and effect from and after its final
passage, and it is so resolved.
PASSED AND ADOPTED, this 17~h day of January, 2012.
ATTEST:
~f ~L' ~/ "'~ ~
City Secretary
(CITY SEAL)
CITY OF SC~HERTZ, TEXAS
soa~oava.~ -2-
GATEWAY PLANNING GROUP, Inc.
101 Summit Avenue, Suite 606
Fort Worth, Texas 76102
(817) 348-9500
www.gatewayplanning.com
AUTHORIZATION FOR
PROFESSIONAL SERVICES
PROJECT: Schertz IH35/IH10 Initiative
CLIENT: City of Schertz, Texas
ADDRESS: Mr. David J. Harris, Assistant City Manager
City of Schertz, Texas
1400 Schertz Parkway
Schertz, Texas 78154
NUMBER: Amendment No. 1
Client hereby requests and authorizes Gateway Planning Group (Contractor) to perform the following services:
SCOPE: Commencing January 18, 2012, the contractor and its subcontractors shall undertake the tasks and
provide the deliverables as follows:
Expanded North Schertz Planning Area Deliverables Month
Tasks Total
1. Assess existing conditions for the additional Memo summarizing the existing Feb 2012
plan area for North Schertz (south of I-35 and conditions for the additional plan $1
900
northeast of current plan area) area (land uses, transportation, ,
and infrastructure
2. 1-day planning workshop for the additional Conduct the 1-day workshop and Feb /
plan area (south of I-35 and north east of public meeting March
current plan area) (includes one 2012 $13
800
public/stakeholder meeting to develop a ,
concept plan to include with rest of the FBC
tannin area lus re time for worksho
• Develop a draft framework
concept plan with land March/Apri
~
use/character zones, street 12012 $3,800
networks, open spaces, and
3. Refinement of conce t Ian other ublic infrastructure
• Drait the comp plan amendment May -July
4. Coordination with FBC for rest of the I-35 and ordinance amendments with 2012 $4
850
plan area the rest of the North Schertz ,
Ian
Total excludin ex enses $24,350
Schertz Downtown Implementation Plan
Tasks Deliverables Month Total
1. Project Kick-off and Preliminary analysis
• Memo summarizing the prior Feb 2012
a. Review prior work undertaken by TBG work and preliminary
(downtown plan report and draft guidelines) assessment of existing $5
300
including brief analysis of background conditions (land use, ,
information, existing conditions, etc. transportation, infrastructure,
etc.
b. Meeting with city to review prior work Conduct kick-off meeting and Feb 2012
undertaken and any major issues identified identify major issues (with a
including any modifications to the draft master
summary memo on major $2,600
Ian issues
2. Downtown master Ian refinements
a. Conduct initial meetings (one day) with Conduct one-day workshop and Feb/March
identified stakeholder groups and property refine the original master plan for 2012
owners to understand key issues for Downtown and Hwy 78 $5,200
redevelopment including TxDOT ROW issues
alon H 78
b. Prepare any refinements to the Downtown Prepare exhibits with final master March/April
Master Plan based on staff and stakeholder plan, character zones, public 2012
input. Develop conceptual drawings for improvements and conceptual $8,700
redesign of Hwy 78 (to be more context cross sections for Hwy 78
sensitive .
c. Prepare a summary memo of refinements Prepare summary memo April 2012
to Downtown Master Plan, stakeholder input, including draft regulatory
and implementation recommendations
framework $5,900
includin a draft re ulato framework
d. Preliminary meeting with TxDOT to review Conduct TxDOT meeting and March 2012
concept plans for Hwy 78 summary input received at the $1,800
meetin
3. Present Refined Downtown Master Plan Present at joint meeting, ApriUMay 2012
and implementation framework to joint summarize comments and refine $2
600
meeting of City Council and PRZ. master plan and framework ,
based on in ut
4. Develop Form-Based Code and
infrastructure riorities
a. Develop draft Form-based code based on Draft code submitted to staff for May -July
final illustrative master plan and regulatory review 2012 $9,700
framework
b. Develop a list of infrastructure Draft report (with maps) May 2012
improvements needed to implement the identifying prioritized $4
500
Master Plan including priorities infrastructure and planning level ,
cost estimates
5. Review and Adoption of FBC
a. Review draft form based code with City Conduct 1 meeting with staff and Aug 2012
Staff, City Council, P&Z, and key property make revisions to draft code
ownerslslakeholders (1 meeting with staff; 1 based on input
joint meeting with Ciiy Council and P&Z; and Finalize draft code for City
a public open house for all impacted property Council and PRZ meeting $2,500
owners) (to be undertaken with the adoption Present draft code at joint City
of the North and South Schertz Area Plans) Council and P&Z meeting
(charged only for public open house for Summarize input received at
Downtown) meetin
b. Finalize code based on review comments Final draft of code based on Sept 2012
(1 major revision- additional revisions hourly) comments $2,400
c. Support adoption of code (3 meetings -1 . Attend meetings Oct -Nov 2012
P&Z, and 2 City Council-- extra meefings
hourly) (to be undertaken with the adoption of 0
the North and South Schertz Area Plans
Total (excluding expenses) $49,200
Other: Hourly support for Sedona Project and related TIF and infrastructure
Client agrees to pay Contractor a fee not to exceed $25,000 billed on an hourly basis (hourly rates
established in this amendment).
The Client shall perform tasks, or secure additional services, as necessary for implementation of this
authorization of professional services. Contractor is not providing legal services in any way; accordingly, legal
review of the Contractor's work may be necessary.
Original Contract Tasks, Deliverables, and Timelines (No change in the original contract tasks or costs)
2. Fiscal 2011 Tasks Month Deliverables
2.a. Development of
Implementation Plan for potential
EDC involvement, support and
investment in subject site
(vehicles for land acquisition or
support for third party investment; Create a plan document with specific
identify potential for landowner May -June 2012 implementation recommendations
partnerships; identify potential Identify properties for city acquisition
investor/developer partners;
develop alternative structures for
deployment of development
authorit
2.c. Refinement of concept plan
for IH35/Rail Station Area with
streeWlock plan, general Develo final com rehensive framework
character zones, street plan (character zones, street network,
types/cross-sections, A/B street Feb -April 2012 etc.) and regulatory framework document
type plan, basic building types, including a draft regulating plan
conceptual greenspace plan; and Develo 2 renderin s
p 9
2 color renderin s
3.a. Refinement of concept plan
for IH10 plan area with Develop final comprehensive framework
street/block plan, general plan (character zones, street network,
character zones, street Feb/April 2012 etc.) and regulatory framework
types/cross-sections, A/B street document(s) for the different character
type plan, basic building types, zones
conceptual greenspace plan; and Develop 2 renderings
2 color renderin s
3. Fiscal 2012
2.d. draft new ordinance with Develop draft regulatory ordinances (FBC
form-based zoning and May -July 2012 and conservation ordinance) and
development standards for rezoning strategy for design team and
IH35IRail Station Area staff review.
3.b. draft new ordinance with Develop draft regulatory ordinances (FBC,
form-based zoning and Ma Jul 2012
y y conservation ordinance, and other) and
development standards for IH10 rezoning strategy for design team and
Plan Area staff review.
2.e. Develop recommended Draft memo with recommendations on
development initiative structure
May -June 2012 development structure with internal
for Phase 4 based on revious
( ) P meeting with city staff to review
tasks recommendations
3.c. Project future tax base from Draft fiscal impact report including
buildout of plan and identify probable cost estimates for prioritized
infrastructure/develop estimates May -June 2012 infrastructure.
of probable cost for prioritized
infrastructure investment strate
2.g. Preparation for and
Presentation of IH35/Rail Station
Plan (comp plan amendment) and Drak North Schertz area plan report
Development strategy to Council (includes preliminary, market
and EDC Board for adoption and August -Sept 2012 assessment, recommendations for land
endorsement of development use, transportation, open space,
phase (includes 1 priorjoint infrastructure, and implementation)
council P&Z worksession -
additional meetin s hourl fee
3.d. Preparation for and
Presentation of IH10 Plan (comp
plan amendment) and Draft South Schertz area plan report
Development strategy to Council (includes preliminary, market
and EDC Board for adoption and August -Sept 2012 assessment, recommendations for land
endorsement of development use, transportation, open space,
phase (includes 1 prior joint infrastructure, and implementation)
council P&Z worksession -
additional meetin s hour) fee
2.h. Rezoning process for
adoption of new zoning code for
IH35/Rail Station Area (assumes Revise draft ordinances based on staff
3 joint presentations to P&Z and Oct -Nov 2012 and community input and attend meetings
Council for IH35/Rail Station plan to support the adoption of the ordinances
area -extra meetings billed
hour)
3.e. Rezoning process for
adoption of new zoning code for
IH10 Plan (assumes 3 joint . Revise draft ordinances based on staff
presentations to P&Z and Council Oct -Nov 2012 and communit in ut and attend meetin s
y P 9
for IH35/Rail Station plan area - to support the adoption of the ordinances
extra meetin s billed hour)
CONTRACT (Amendment No. 1)-Gateway Planning Group, Inc.-Page 3
FEES: A fixed fee of $73,550.00 shall be paid to Contractor by Client for the above delineated tasks. Travel,
reprographics and other ordinary expenses shall be paid by Client to Contractor for reimbursement of costs
incurred. Contractor will invoice client once a month for the fixed fee pursuant to a percentage compleiion of
the tasks delineated plus any ordinary expenses incurred.
For the Sedona Project and any work directed by Client in writing to Contractor beyond the scope of this
coniract, Contractor shall be compensated at the rate of $275 per hour for principals, $225 per hour for senior
designers and planners, $175 per hour for designers and planners, and $105 per hour for professional support
staff, unless alternative terms are agreed to by the parties.
DURATION and APPLICABILITY:
This contract leaves in full force and effect the remaining tasks, budget and agreed to terms for the execution
of those tasks delineated in the original contract dated July 27, 2010.
Services covered by this authorization shall be performed in accordance with PROVISIONS stated below.
Accepted for Client,
Title: L,~ ~yt,~e.cyL,
Date: II ZS Ili 0
Approved for GATEWAY PLANNING GROUP, Inc.
sy: ~~~"
Title: Scott Polikov, President
Date: 1.19.12
PROVISIONS (Amendment No. 1)-Gateway Planning Group, Inc.-Page 4
1. PROFESSIONAL STANDARDS. Contractor shall be responsible, to the level of competency presently maintained by other
practicing professionals in the same type of work in Client's community, for the professional and technical soundness, accuracy, and
adequacy of the work furnished under this Agreement.
2. TERMINATION. Either Client or Contractor may terminate this Agreement by giving 30 days written notice to the other party. In
such event, Client shall forthwith pay Contractor in full for all work previously authorized and performed prior to the effective date of
termination. If no notice of termination is given, relationships and obligations created by this Agreement shall be terminated upon
completion of all applicable requirements of this Agreement.
3. ACCESS TO RECORDS and WORKPRODUCT. Contractor agrees that Client shall, until expiration of one (1) year after final
payment by Client to Contractor, have access to and the right to examine and photocopy directly pertinent documents, papers and
records of Contractor involving transactions relating to this Agreement. Upon forty-eight (4t3) hours notice, Contractor shall give Client
access during normal working hours to all necessary facilities and shall be provided adequate and appropriate work space in order to
conduct audits in compliance with the provisions of this section. Contractor at all times shall retain co-ownership of all final work product
resulting from this Agreement and may utilize it for any purposes including, without limitation, marketing. Contractor shall retain sole
ownership of source files, digital files, drafts and working documents for all work product. Contractor and Client shall co-own final work
products. If Contractor displays contractor's logo or copyright designation on any draft or final workproduct provided to Client, Client
shall continue to utilize and display on the workproduct that logo or copyright designation if the workproduct is reproduced, used,
disseminated or displayed publicly or disseminated to any third party unless other arrangements have been made by mutual agreement.
Contractor reserves the right to enforce its copyright through all legal means including common law, statutory and equitable remedies.
4. INSURANCE. During the term of this Agreement and for two (2) years therea(ler, Contractor shall keep in force General Liability and
Professional Liability Insurance coverage up to $1,000,000.00 per occurrence and $7,000,000.00 in aggregate total coverage,
respectively.
5. ASSIGNMENT. Client understands that it may not assign this Agreement or its rights hereunder, or delegate any or all of its duties
under this Agreement without written authorization from Contractor. Except for the use of sub-contractors to perform services,
Contractor understands that it may not assign this Agreement or its rights hereunder, without written authorization from Client.
6. LEGAL EXPENSES. In the event that legal action is taken by either party to enforce any rights or remedies under this Agreement, it
is hereby agreed that the successful or prevailing party shall be entitled to receive any costs, disbursements and reasonable attorney's
fees.
7. SEVERABILITY. In the event that any one or more of the provisions contained in this Agreement shall be held invalid, illegal or
unenforceable in any respect, this Agreement shall be construed as if such invalid, illegal or unenforceable provisions had never been
contained herein, and the enforceability of the remaining provisions contained herein shall not be impaired thereby.
8. BINDING EFFECT. The parties to this Agreement further agree that the promises, covenants, and conditions herein shall be binding
upon the parties to this Agreement, their heirs, assigns, successors, administrators, and representatives forever.
9. INDEMNIFICATION AND HOLD HARMLESS. To the extent permitted by law, each party agrees to indemnify and hold the other
party, its heirs, assigns, successors, administrators, and representatives harmless of and from any and all claims, actions, liabilities,
losses, damages, suits or causes of action brought by any third party, person or entity as a result of any incident, event or occurrence
giving rise to such claims, to the extent such claims, actions, liabilities, losses, damages, suits or causes of action are caused by any
negligent act, error or omission of the indemnifying party or any person or organization for whom indemnifying party is legally liable.
10. LIMITATION OF LIABILITY. Contractors liability for any cause or combination of causes is, in the aggregate, limited to an amount
no greater than the fee paid to Contractor hereunder or available insurance coverage delineated herein, whichever is greater.
11. GOVERNING LAW. It is understood and agreed by the parties that this Agreement shall be governed by and enforced in
accordance with the laws of the State of Texas.
12. BUDGETED CURRENT REVENUE. All payment obligations of the Client will be made solely from budgeted current revenue of the
Client.