10-27-2015 Agenda with backupCity Council Agenda
REGULAR SESSION CITY COUNCIL
OCTOBER 27,2015,6:00 P.M.
HAL BALDWIN MUNICIPAL COMPLEX COUNCIL CHAMBERS
1400 SCHERTZ PARKWAY BUILDING #4
SCHERTZ, TEXAS 78154
City of Sc hertz Core Values
Do the right thing
Do the best you can
Treat others the way you would want to be treated
Work together cooperatively as a tea
Call to Order — City Council Regular Session
Opening Prayer and Pledges of Allegiance to the Flays of the United States and State of Texas.
(Mayor Carpenter)
Recognition and Presentation
• Introduction of the Student Mayor's and Student Councilmembers for the Day.
(Mayor Carpenter)
- Student Mayor's — Dobie Jr. High, 8th Grade Delaney Shick and Corbett Jr. High,
8th Grade Marianna Villanueva
- Student Councilmembers — Dobie Jr. High, 7th Grade Nia McPherson and Corbett
Jr. High, 7th Grade Hannah Frost
City Events and Announcements
• Announcements of upcoming City Events (B. James /D. Wait/B. Cantu)
• Announcements and recognitions by City Manager (J. Kessel)
Hearing of Residents
This time is set aside for any person who wishes to address the City Council. Each person should
fill out the speaker's register prior to the meeting. Presentations should be limited to no more than
3 minutes.
All remarks shall be addressed to the Council as a body, and not to any individual member
thereof. Any person making personal, impertinent, or slanderous remarks while addressing the
Council may be requested to leave the meeting.
Discussion by the Council of any item not on the agenda shall be limited to statements of specific
factual information given in response to any inquiry, a recitation of existingpolicy in response to an
inquiry, and /or a proposal to place the item on a future agenda. The presiding officer, during the
10 -27 -2015 Council Agenda
Dearing of Residents portion of the agenda, will call on those persons who have signed up to speak
in the order they have registered.
Workshops
• Discussion and possible action regarding the City Council Code of Ethics and the City
Council Rules of Conduct and Procedure. (Item requested by Mayor Pro -Tem Fowler and
Mayor Carpenter)
• Discussion regarding the Animal Adoption Center. (B. James) (Item requested by
Councilmember Azzoz)
• Discussion regarding the Schertz Chamber of Commerce Funding. (J. Kessel) (Item
requested by Mayor Carpenter and Councilmember Azzoz)
• Discussion and possible action regarding holding, adjusting the start time, or cancelling the
November 3, 2015 City Council meeting. (Mayor /Council)
Consent Agenda Items
The Consent Agenda is considered self - explanatory and will be enacted by the Council with one
motion. There will be no separate discussion of these items unless they are removed from the
Consent Agenda upon the request of the Mayor or a Councilmember.
1. Minutes - Consideration and/or action regarding the approval of the minutes of the Regular
Meeting of October 20, 2015. (J. Kessel /B. Dennis)
2. Ordinance No. 15 -S -34 — Consideration and /or action approving an Ordinance amending the
Official Zoning Map by rezoning an approximately 1 acre tract of land from Single Family
Residential District — 2 (R -2) to Main Street Mixed Use District (MSMU). Final Reading
(B. James /L. Wood)
3. Resolution No. 15 -R -97 — Consideration and/or action approving a Resolution authorizing a
Public Library Interlocal Agreement with Guadalupe County. (B. James/M. Uhlhorn)
Discussion and Action items
4. Ordinance No. 1.5 -B -38 - Consideration and approval of an Ordinance by the City Council
of the City of Schertz, Texas authorizing the issuance of "City of Schertz, Texas Tax Notes,
Series 2015A ", levying an Annual Ad Valorem Tax, within the limitations prescribed by
Law, for the payment of the obligations; prescribing the form, terms, conditions, and
resolving other matters incident and related to the issuance, sale, and delivery of the
obligations; authorizing the execution of a paying agent /registrar agreement and a purchase
and investment letter; complying with the letter of representations previously executed with
the Depository trust company; authorizing the execution of any necessary engagement
agreements with the city's financial advisors and/or bond counsel; and providing an
effective date. First and Final (J. Kessel/M. McLiney /A. Friedman)
10 -27 -2015 City Council Agenda Page - 2 -
5. Ordinance No. 15 -D -35 — Consideration and/or action approving an Ordinance amending
the City Code of Ordinance by revising Section 86 -54, amending the Vehicular Weight
Limit on Schwab Road from FM 482 to 500 feet toward IH 35. First Reading (B. James /K.
Woodlee)
6. Resolution No. 15 -R -94 — Consideration and /or action approving a Resolution authorizing
the purchase of Self - Contained Breathing Apparatus (SCBA) from HEAT Safety
Equipment, LLC. (D. Wait /D. Covington/K. Long)
7. Resolution No. 15 -R -98 — Consideration and /or action approving a Resolution authorizing
the Interlocal Agreement with the Schertz Cibolo Universal City Independent School
District (SCUCISD) for use of the Natatorium. (B. James)
8. Resolution No. 15 -R -95 — Consideration and /or action approving a Resolution authorizing a
contract with D &S Concrete Contractors related to the Woodland Oaks Retaining Wall
project. (B. James /K. Woodlee)
Roll Call Vote Confirmation
Requests and Announcements
9. Announcements by City Manager
• Citizen Kudos
• Recognition of City employee actions
• New Departmental initiatives
10. Requests by Mayor and Councilmembers that items be placed on a future City Council
agenda.
11. Announcements by Mayor and Councilmembers
City and community events attended and to be attended
• City Council. Committee and Liaison. Assignments (see assignments below)
• Continuing education events attended and to be attended
• Recognition of actions by City employees
• Recognition of actions by community volunteers
• Upcoming City Council agenda items
Adjournment
CERTIFICATION
I, BRENDA DENNIS, CITY SECRETARY OF THE CITY OF SCHERTZ, TEXAS, DO HEREBY
CERTIFY THAT THE ABOVE AGENDA WAS PREPARED AND POSTED ON THE OFFICIAL
BULLETIN BOARDS ON THIS THE 23 RD DAY OF OCTOBER 2015 AT 4:10 P.M., WHICH IS A
PLACE READILY ACCESSIBLE TO THE PUBLIC AT ALL TIMES AND THAT SAID NOTICE
WAS POSTED IN ACCORDANCE WITH CHAPTER 551, TEXAS GOVERNMENT CODE.
10 -27 -2015 City Council Agenda Page - 3 -
grev,,cO Devuv is
renda Dennis, City Secretar
I CERTIFY THAT THE ATTACHED NOTICE AND AGENDA OF ITEMS TO BE
CONSIDERED BY THE CITY COUNCIL WAS REMOVED BY ME FROM THE
OFFICIAL BULLETIN BOARD ON DAY OF 2015.
Title:
This facility is accessible in accordance with the Americans with Disabilities Act. Handicapped parking
spaces are available. If you require special assistance or have a request for sign interpretative services or
other services please call 210 - 619 -1030.
The City Council for the City of Schertz reserves the right to adjourn into executive session at any
time during the course of this meeting to discuss any of the matters listed above, as authorized by the
Texas Open Meetings Act.
Executive Sessions Authorized: This agenda has been reviewed and approved by the City's legal
counsel and the presence of any subject in any Executive Session portion of the agenda constitutes a
written interpretation of Texas Government Code Chapter 551 by legal counsel for the governmental
body and constitutes an opinion by the attorney that the items discussed therein may be legally
discussed in the closed portion of the meeting considering available opinions of a court of record and
opinions of the Texas Attorney General known to the attorney. This provision has been added to this
agenda with the intent to meet all elements necessary to satisfy Texas Government Code Chapter
551.144(c) and the meeting is conducted by all participants in reliance on this opinion.
Ki1�l►[� 1 �[K�lu i►� 1111 Il � �/_�►1 �7 � /e\ F.Y�7► /_�►Y.y [�I�lu I ��� IF.`!
Mayor Carpenter
Mayor Pro -Tem Fowler — Place 1
Audit Committee
Interview Committee for Boards and Commissions
Interview Committee for Boards and Commissions
Schertz Housing Board Liaison
Investment Advisory Committee
Randolph. Joint Land Use Study (JLUS) Executive
TIRZ II Board
Committee
Schertz Seguin. Local Government Corporation
Councilmember Azzoz — Place 2
Councilmember John — Place 3
Animal Control Advisory Committee
Lone Star Rail District
Sweetheart Advisory Committee
Councilmember Edwards — Place 4
Councilmember Thompson Place 5
Audit Committee
Audit Committee
Hal Baldwin Scholarship Committee
Investment Advisory Committee
Interview Committee for Boards and Commissions
Cibolo Valley Local Government Corporation
10 -27 -2015 City Council Agenda Page - 4 -
Agenda No. 1
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015 .
Department:
Subject:
City Secretary
Minutes
The City Council held a Regular meeting on October 20, 2015.
WLTG • �On
None
RECOMMENDATION
Staff recommends Council approve the minutes of the Regular meeting of October 20, 2015.
Minutes — Regular meeting of October 20, 2015.
MINUTES
REGULAR MEETING
October 20, 2015
A Regular Meeting was held by the Schertz City Council of the City of Schertz, Texas, on October
20, 2015, at 6:00 p.m., in the Hal Baldwin Municipal Complex Council Chambers, 1400 Schertz
Parkway, Building #4, Schertz, Texas. The following members present to -wit:
Mayor Michael Carpenter Mayor Pro -Tem Fow
Councilmember Grumpy Azzoz Councilmember Dary]
Councilmember Cedric Edwards Councilmember R6bil
Staff Present: City M,
Executive Director Brian James Executi
City Attorney Charles Zech City Se+
Call to Order — City Council Regular Session
Mayor Carpenter called the meeting to order at 6:01 p.m.
(Councilmember Daryl John)
Mayor Carpenter recognized Councilmember
pledges of allegiance to the flags of the United
• Announcements
Events (B.
Ribbon
Wait
the opening prayer followed by the
._of Texas.
Wait/B. Cantu)
Brian James who provided the following
Legacy at Forrest Ridge 5:30 p.m.
`i Soccer Complex Ribbon Cutting Ceremony 9:00 a.m.
t - JBSA Open House and Air Show 9:00 am — 6:00 p.m.
St Featuring Wings of Blue U.S. Air Force Skydiving Team,
�n Knights and Air Force Thunderbirds.
ELECTION INFORMATION
October 19 - 30 - Early Voting begins Monday, October 19th and ends Friday, October
30th. Locations and early voting hours vary per location. For more information, please go
to www.schertz.com and click on the election banner. Information is also available
regarding the bond and charter propositions.
10 -20 -2015 Minutes Page - 1 -
Tuesday, November 3 - Election Day voting hours are 7:00 a.m. — 7:00 p.m. based on
your precinct.
• Announcements and recognitions by City Manager (J. Kessel)
Mayor Carpenter recognized City Manager John Kessel who thanked Animal Services
Manager Sharma Roman and her staff regarding a recent newspaper article in the San Antonio
Express News on the implementation of the city's recent feral cat program (trap, neuter,
release). This is a very innovative and proactive approach to address the feral cat problem in
our area.
Mayor Carpenter recognized Boy Scout Preston Wesley
audience tonight and working on his Communication Meru
Hearing of Residents
512 who was in the
Council. Each person should fill
V be limited to no more than 3
any individual member thereof.
while addressing the Council
Discussion by the Council of any item not on the agenda S' hall e' limited to statements of specific
factual information given in,t'e,$pptise to any inquiry, a recitation'of existing policy in response to an
inquiry, and /or a proposal to pla'the item on a future agenda. The presiding officer, during the
Hearing of Residents portion of the agenda, will call on those persons who have signed up to speak in
the order they have registered,
Mayor
Ms. Maggie Titteilington, Sehertz Chamber President, who stated the Chamber Luncheon
held today was great success and featured speaker Laura Schaeffer who spoke on
building a modem" management system. She will also speak on this subject at the
Chamber Biz Ed class next Wednesday. It is free to members and $10 to anyone else.
The Chamber Awards Banquet will be held November 13. They are limited to 200 tickets,
$25 each.
She recognized several businesses who are sponsoring free food/lunches for the upcoming
JBSA air show; they are Abel's, HEB, Fox's Pizza, Simply Charming Cakes, El Charro,
KDJ Insurance who donated funds, and our SC MAC (Military Affair Committee) group.
Ms. Titterington also stated last week, the `Meet the Candidates' event went well with 120
residents attending. She thanked the candidates who came out and answered questions
from the public.
10 -20 -2015 Minutes Page - 2 -
Their Spooktackular event at the Senior Center is coming up this Friday and is sold out. It
is from 6:00 p.m. -9:00 p.m.
Mayor stated before continuing he wanted to recognized Mayor Pro -Tem Jay Hogue from the
City of Cibolo who was in the audience tonight.
• Mr. Glen Outlaw, 3729 Forsyth Park, who stated he was unable to attend last week's
meeting and he feels in today's digital age we should be able to view the city council
meetings online and feels this feature would also add to the cry's efforts in maintaining
transparency.
Additionally, he urged Council to continue to find ways to get, along and work together in
their discussions and decisions. He is somewhat disturbed from what he has been hearing
recently from our own Schertz Council and does not want to be' reading any bad press
about it in the newspapers.
• Ms. Rosemary Scott, 3576 Olde Moss, who provided
from city residents she has heard recently. They ra
business friendly environment, wanting more free red:
outlets /venues for local musicians. Complaints and otl
police giving out too many traffic tickets to local
development too fast, speedbnips are needed in
improvements and pothole repairs needed, too
operation times desired for certain school faciliti
teaching community garden desired a well as a re
future increased taxes. Adequate development servi
a variety of unsolicited comments
i from citizens desiring a more
= eatiohal choices and more musical
.er comments ranged from the local
residents, too much growth and
to ain neighborhoods, drainage
many ordinance restrictions, extended
es, no local farmers market available, a
cycle program, as well as concern about
ces; and code compliance issues.
• Ms. Sue Bois ouneault, 2141 Cherry Blossom, who requested prayers be said for Mr.
Richard Dziewit who recently had a mild stroke and is currently in the North Central
Baptist Hospital in Sara Antonit having more tests done.
• "",Mr. Ruben V llarreat ' ,'3413 Sandie Lane, Edinburg, Texas, who stated he is a
congressional candidate for District 1.5. In addition to holding other city offices he is also
former city mayor and coiineilmember and knows the importance of city government.
He hopes everyone will come out and vote for the current propositions and their local
official's. He also hopes everyone will come out in March 2016, for himself or the
candidate of your choice, and also vote in November 2016. He thanked everyone present
for their time,.
• Ms. Janice Laphan, 5236 Columbia, Ms. Faye Touve, 5213 Brookline, Ms. Janet Brehm,
2508 Pillory Pointe, Ms.Kathy Hartman, 224 Town Creek Way, Cibolo, TX, Ms. Kim
Drake, 2466 Cove Crest, Mr. Doug Hammen, 201 Winter Frost, Ms. Sara Ryel, 104 Pilot
Point, Mr. Todd Richardson, 2913 Greenshire Drive, Mr. M.G. Hicks, 119 Apache Circle,
Cibolo, TX, Mr. Joel Hicks, 223 Lamar, Cibolo, TX, Ms. Merideth Hernandez, 116
Saddle Trail, Cibolo, TX, Mr. Sam Hernandez, 116 Saddle Trail, Cibolo, TX, Ms.
Annabell Sanchez, 104 Pilot Point, Mr. Michael Cox, 856 Marbella, Cibolo, TX, and Ms.
Yolanda Suarez, 3808 Broughton, who all provided their comments of support and
requests to move forward regarding the building of the future Schertz Aquatic facility.
10 -20 -2015 Minutes Page - 3 -
Mayor Carpenter also recognized Councilmember Verlin "Doug" Garrett, District 2 from the City of
Cibolo who just joined us.
Mayor Carpenter moved to Item 6 of the Agenda.
6. Ordinance No. 15 -T- 36 - Consideration and /or action approving an Ordinance authorizing a
budget adjustment for the Aquatic Facility Construction; repealing all Ordinances or parts of
Ordinances in conflict with this Ordinance, providing an effective date, and declaring an
emergency. First and Final Reading (B. James)
The following was read into record:
ORDINANCE NO. 15-
AN ORDINANCE BY THE CITY COUNCIL ,OF THE CITY OF SCHERTZ, TEXAS
AUTHORIZING A BUDGET ADJUSTMENT FOR THE AQUATIC FACILITY
CONSTRUCTION; REPEALING ALL ORDINANCES FOR PARTS OF ORDINANCES
IN CONFLICT WITH THIS ORDINANCE; AND PROVIDING AN EFFECTIVE
DATE, AND DECLARING AND EMERGENCY
In order to, execute the: contract with Thomas S. Byrne, Ltd. this Ordinance authorizes $3.65
million to be ,btgeted toward this project. It is not anticipated that these funds will actually
be spent as explained above, but are in place in order to execute the contract. Staff
recommends Council approve Ordinance 15 -T- 36 first and final reading and declaring an
emergency.
Mr. James provided a PowerPoint presentation reiterating the partnerships /agreements we
have already developed with the YMCA and BVYA for a number of our recreation facilities
and activities and why we are engaging the school district (SCUCISD) as our current partner
with the proposed aquatic facility. He also went over the qualifications of contractors Marmon
Mok and Byrne Construction Services —both companies had representatives in the audience
available for questions from council. They have also used Counsilman- Hunsaker, a reputable
10 -20 -2015 Minutes Page - 4 -
aquatics design firm, to determine the needs of the aquatics facility. Mr. James went over
information regarding the parking plans, facility rooms, pool rooms and the overall
composition and structure of the building.
The building size is 19,031 square feet with a guaranteed maximum price of $8,483,893. This
amount includes a contingency of $275,254. Anticipated notice to proceed is November 2015
with a construction duration of 10 months and estimated completion time of in the Fall of
2016. Mr. James stated the first goal is to allocate those reserve funds to get this thing going
and the second is the first amendment for the guaranteed maximum price. Mr. James and
Owners Representative Phil Gaudreau remained available to answer questions from council.
Mayor Carpenter recognized Councilmember Edwards yvho moved, seconded by
Councilmember Thompson to approve Ordinance No. 15 -T, -36 fir Land final reading.
Mayor Carpenter recognized Mayor Pro -Tern Fo
million we are taking out of the reserves, that mti
this pool because the money that is from the bond
The reserve money is only to guarantee the contra+
Mayor Carpenter recognized Mr. James who confir
would go back into the reserves after completion of
The voters voted for a community pool. He
district's use. The intent of, the pool is for
taxpayers. He asked Councilmember Edw,
and table it for further discussion to tnakc si
Further discussion et
issues, and resident f
articles from back in
idea of possibly shay
unaware' of what this
as time went i
people. After
Councilmemb
not withdraw
one
Foy Who' stated
on is not neces
issue is..what is
have the fun
� correct and
ect.
tion the $3.65
to be spent on
ig, to be spent.
to go forward.
$3.65 million
Azzoz who thanked everyone here who came
p akers appeared 6 be 50% from Schertz and
ool he is 100% for Schertz residents and
the 'matntnance cost of the pool over the next
not just Schertz residents but by the Schertz -
>st will be shouldered by the Schertz taxpayer.
concerned about restricting lanes for the school
ct enjoy. He said this is not fair to the Schertz
>' to withdraw his motion to approve this pool
we are doing the right thing for our residents.
;d in regard to the YMCA agreement with the city, possible parking
to utilize, the pool. Mayor Carpenter read several excerpt newspaper
i0 which mentioned a `competition' pool and aquatic facility and the
of costs with the school district. He doesn't think the voters were
c)l was to be built for; the language was clear. We also learned things
which is that we could build two bodies of water and serve the most
cussion amongst council, Councilmember Azzoz again requested
s to withdraw his motion. Councilmember Edwards stated he would
motion.
Mayor Carpenter recognized Councilmember Edwards who moved, seconded by
Councilmember Thompson to approve Ordinance No. 15 -T -36 first and final reading.
The vote was 4 -1 -0 with Mayor Pro -Tem Fowler, Councilmembers, John, Edwards and
Thompson voting for and Councilmember Azzoz voting no. Motion passed.
7. Resolution No. 15 -R -90 — Consideration and /or action approving a Resolution authorizing an
amendment to the existing A133 Agreement for the Construction Phase Services of the
10 -20 -2015 Minutes Page - 5 -
Construction Manager at Risk Agreement for the New Indoor Aquatic Facility and Associated
Support Systems. (J. Kessel /P. Gaudreau)
The following was read into record:
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
AUTHORIZING AN AMENDMENT TO THE EXISTING A133 AGREEMENT FOR
THE CONSTRUCTION PHASE SERVICES OF THE CONSTRUCTION MANAGER
AT RISK AGREEMENT FOR THE NEW INDOOR AQUATIC FACILITY AND
ASSOCIATED SUPPORT SYSTEMS AND OTHER MATTERS IN CONNECTION
THEREWITH
Mayor Carpenter recognized Executive Director Brie. Ja=
given them the overview and to summarize, what we are
agreement with Byrne Construction Services -for, a
the aquatic facility construction. Byrne Const*tljon will "10,
construction, and are responsible for the constructiou pf this" fig
Mayor Carpenter
meeting for five m
Mayor
Mayor
5. Ordina
PH approi
acre tra
District
to a point of privilege
47 p. m.
5.
who started he had previously
doing is amending the current
guaranteed �maximurp price for 11
aersee it, and they, will do the
to approve Resolution No.
r, Councilmembers John,
Azzoz voting no. Motion
pointed out that pursuant to
y', unless there was a legal
by Councilmember Thompson to recess the
No. 15 -S�34 — Conduct a public hearing and consideration and /or action
an Ordinance amending the Official Zoning Map by rezoning an approximately 1
if land from Single Family Residential District — 2 (R -2) to Main Street Mixed Use
'$MU). First Reading (B. James /L. Wood)
The following was read into record:
ORDINANCE NO. 15 -S -34
AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
AMENDING THE OFFICIAL ZONING MAP BY REZONING AN
APPROXIMATELY 1 ACRE TRACT OF LAND FROM SINGLE FAMILY
RESIDENTIAL DISTRICT -2 (R -2) TO MAIN STREET MIXED USE DISTRICT
(MSMU).
10 -20 -2015 Minutes Page - 6 -
Mayor Carpenter recognized Senior Planner Lesa Wood who stated that the property owner,
Steven White is proposing to rezone the approximately 1 acre tract of land located at 805
Main Street from Single - Family Residential District -2 (R -2) to Main Street Mixed Use
District (MSMU). The property contains an existing apartment building and a one story
residence that are currently occupied.
The zoning district of Main Street Mixed Use District (MSMU) allows for single family
residential and low intensity commercial land uses that which allows for a greater opportunity
for redevelopment of the subject property.
The public hearing notice was published in "The Daily Commercial Recorder" on October 1,
2015 and the "Herald" for the October 7, 2015 for the October 20, 2015 City Council
Meeting. There were twenty -three (23) notices mailed to surrounding property owners within
two hundred (200) feet of the subject property on September 11 2015. At the time of this
report two (2) responses were received; one (1) in favor, of the request and one (1) response
was neutral to the request. No responses were received opposed to the request,,,,
The Sector Plan amendment to the Comprehensive Lai
subject property as part of Historic Downtown Schertw T
Schertz are to leverage Schertz's history and heritage to i
independent businesses, encouraging the use of existing
Use District (MSMU) was created tohella achieve these
a base zoning district to the area along 'Mai Street. In
variety of land uses that exist, this zoning district alloA
uses and low intensity commercial uses. Reduced, sett
provided as part of thi district due to physical constraint
Use Plan (CLUP) designates the
objectives for Historic Downtown
ite a unique destination with local
uildings. The Main Street Mixed
ctives and is intended to provide
of the history of the area and
for'both single - family residential
QCs and parking requirements are
the Main Street area.
• Comprehensive'Plan Goals and Objectives: The proposed rezoning request is generally in
conformance with the goals and objectives of the Comprehensive Plan. The proposed zone
change will provide for, either sip le family, or,, low intensity commercial occupancy.
• Impact of Infrastructure: Thy proposed rezoning request should have a minimal impact on the
existing water and wastewater systems.
0 Impact of Public Facilities /Services: The proposed rezoning request will have a no impact on
public Services, such as schools, fire, police, parks and sanitation services.
• Compatibility,, with .Existing and Potential Adjacent Land Uses: The subject property is
currently surrounded by commercial, multi- family and single family land uses. The Main
Street Mixed Use District (MSMU) will allow for either low intensity commercial or single -
family residential.
Staff reviewed the request for conformance with the Comprehensive Land Plan and the Future
Land Use Plan (FLUP). The Comprehensive Land Use Plan identifies this area as Historic
Downtown Schertz. The rezoning request appears to have a minimal impact on the public
infrastructure, facilities or services and is consistent with the Comprehensive Land Use Plan
and compatible with the surrounding land uses. The property was originally built as a Hospital
and is currently occupied as an Apartment Building and a one story residence. If the rezoning
10 -20 -2015 Minutes Page - 7 -
is granted, the land use of apartments will be considered an existing non - conforming use and
subject to the restrictions identified in UDC Article 7 Nonconforming Uses, Lots and
Str'uctur'es. The land use of apartments may continue to be used, operated and occupied until
the use has been abandoned.
Based on the Comprehensive Land Use Plan and surrounding land uses the Main Street Mixed
Use District (MSMU) is the most appropriate zoning district for this tract of land. Staff
recommends approval of the rezoning application as submitted.
Mayor Carpenter opened the public hearing and as no one spoke c,
Ms. Wood answered several more questions from council.
Mayor Carpenter recognized Councilmember Azzoz why
Councilmember Thompson to approve Ordinance No,.15 -5 -34 on
unanimous with Mayor Pro -Tem Fowler, Councilembers A
Thompson voting for and no one voting no. Notion passed.
Mayor Carpenter moved to the `Street Bond' W
Workshops
• Presentation, discussion and
Woodlee)
Mayor Carpenter recognized i
presentation with the pllowinj
2006 Street Bond
PROPOSITION NO 3
for Council comments.
moved, seconded by
it reading. The vote was
r ' John. Edwards and
Projects. (B. James /K.
who provided a PowerPoint
"' Shall the City Council of the City of Schertz, Texas be authorized to issue
and sell general obligation bonds of the City in the principal amount of
$20,000,000 for the purpose of making permanent public improvements, or
for other public purposes, to wit: constructing street, curb, and sidewalk
in-tproveinents (including utility relocation) and drainage incidental thereto
and the purchase of land relating thereto; such bonds to ,nature serially or
otherwise not more than forte (40) years from 'their date; and any issue or
series of said bonds to bear interest at such rate or rates (fixed, floating,;
variable or otherwise) as may be determined within the discretion of the
City Council, provided that such rate of interest shall, not exceed the
maximum rate per annum authorized by law at the time of the issuance of
any issue or series of said bonds, and shall the City Council of the City be
authorized to levy and pledge, and cause to be assessed and collected,
annual ad valorem taxes, within the limitations prescribed by law, on all
taxable property in said City sufficient to pay the annual interest and
provide a sinking fund to pay the bonds at Maturity T'
$20 Million in Projects
10 -20 -2015 Minutes Page - 8 -
❑ Doerr Lane Reconstruction
❑ Schertz Parkway Reconstruction (Dietz Creek to FM 78)
❑ Wiederstein- Chelsea Intersection
❑ Dimrock Resurface
❑ Woodland Oaks Drive Resurface
❑ Rural Roads South
❑ Deer Haven Reconstruction
❑ Lone Oak Streets Reconstruction
❑ Lone Oak Emergency Exit
❑ Green Valley Road Upgrade
❑ Northcliffe Streets Reconstruction
❑ Westchester Drive Construction
❑ Lazy Oak Drive Reconstruction
❑ Laura Heights Streets Reconstruction
• Main Street Road Improvements
$20,000,000 beginning
- $19,250,000 spent
$ 750,000 remaining
$750,000 balance
- $454,000 Main Street*
$296,000 remaining
*Funds to be coupled with n
life/beautification of Main S
Minor
• $15,500
• �'ou,uU'v test.)
between Maskc
aprovement on Wiederstein Road
3trucio- Completed in September
Improvement of Schertz Parkway
• Needed to alleviate rapid deterioration of road condition
• Central to City, high profile, heavily travelled (14,460 ADT)
-Work to be performed by City Crews
• $5;000 (est.) for Construction of Intersection Improvements to
comple�c Mesa -Oaks and Reserve at Mesa Oaks Subdivision
Infrastrtt Obligation
• Work to be completed via reimbursement agreement with developer of proposed
Wynter Hill Subdivision
• $195,000 available for Pavement Management System Update (Micropaver)
• Professional assistance with prioritization of projects and maintenance programming
o Remaining funds to be allocated to Main Street Improvements
Ms. Woodlee answered various questions from Council.
10 -20 -2015 Minutes Page - 9 -
Mayor Carpenter recognized Public Works Director who came forward to say they are ready
to start on this as soon as weather permits. Council gave their direction to staff to move
forward with their recommendation.
Mayor Carpenter moved to the Consent Agenda Items.
Consent Agenda Items
The Consent Agenda is considered self - explanatory and will be enacted by the Council with one
motion. There will be no separate discussion of these items unless ,they, are removed from the
Consent Agenda upon the request of the Mayor or a Councilmember.
1. Minutes - Consideration and /or action regarding the
Meeting of October 13, 2015. (J. Kessel/B. Dennis)
2. Appointments/ Reappointments and R
Committees — Consideration and /or action
the Parks & Recreation Advisory Board an
Member to the Parks & Recreation
Dennis /Mayor /Council)
3. Appointments/ Reappointments and: I
Committees — Consideration and/or actiO
the Library Advisory Board and the appo
and the appointment of Ms. Patti Paulson
Rebecca Scheffler as Alternate No. 2. (B.'
minutes of the Regular
s to City Boards;
the resignation of Mr.
intmeii
RESOLUTION NO. 15 -R -91
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ,
TEXAS AUTHORIZING AN INTERLOCAL AGREEMENT WITH THE CITY
OF FRISCO REGARDING UNIFORM PURCHASES AND OTHER
ASSOCIATED ITEMS, AND OTHER MATTERS IN CONNECTION
THEREWITH
Mayor Carpenter recognized Assistant Fire Chief Kade Long who,, introduced this item
stating currently the Fire Department orders uniforms annually through a variety of
vendors, depending upon the costs of the items. The process i -time consuming and the
department would prefer a more streamlined approach. Thd Frisco Interlocal
Agreement allows 35 different cities to cooperatively purchase uniforms, thereby
reducing the cost per item. The Interlocal Agreement can be used by Fire, Police, and
EMS. This agreement will reduce our cost for uniform items as well as streamline the
ordering process. This will increase turnaround time enabling personnel 'lo':receive
uniforms in a faster and more efficient mariner: In addition, the agreement also will
include police and EMS uniform items.
Mayor Carpenter moved td the,City Council Code ofEthics workshop item.
• Discussions and possibl _action regarding the City Council. Code of Ethics and the City
Council Rules Of—Conduct, and Procedure. (Item requested by Mayor Pro -Tern Fowler and
,Mayor Carpenter
Carpenter began his presentation with highlights from his PowerPoint which
Why have Rules of Procedure?
Rules of procedure are designed
to accomplish many things — among them are:
• Create an environment where the highest ethical standards can be maintained
• Attempt to ensure that the actions of the council are taken with a genuine interest in
the well -being of the community as a whole
• Promote citizen confidence that their government is acting responsibly and in
accordance with state law
10 -20 -2015 Minutes Page - It -
• When council opinion is divided, protect the interests of both the majority and the
minority members
Why have a Code (or Rules) of Conduct?
Rules of conduct are designed to do several things.
Among them are to:
• Set a foundation for councilmember interaction during counci
• Set a similar foundation for councilmember interaction while
• Attempt to establish a professional working environment
opposed to a partisan political environment — focusing th(
and not on personal agendas)
• Provide a framework within which the city council can opera
introduction of scandal or unnecessary risk(s) to the city or its
Code of C
From Ordinance I
Council Code of Conduct
I meetings
i A visibly public forums
for councilmembers (as
good of the community
seeks to avoid the
• Address the merits of the issues 7 no personal attacks
• Focus on representing the interests of 99 citien".
• Attempt to resolve personal conflicts among,"
mong councilmembers internally before
Rules of Procedure Review
Selected sections from Ordinance 15 -M -06
Council Rules of Procedure Review
Article 2. General Rules
2.2 Quorum. Three members of the council, not including the mayor, shall constitute a
quorum.
10 -20 -2015 Minutes Page -12 -
If we have fewer than three voting members present, we can discuss our agenda but
take no actions.
2.5 Right to the Floor. Subject to Section 8.5, any councilmember or member of city
staff desiring to speak shall be recognized by the mayor (or the presiding officer in the
mayor's absence) at an appropriate time, and shall confine his /her remarks to the
subject under consideration or to be considered.
In order to avoid having multiple speakers at once, shouting matches, interruptions
and other disruptive actions any person desiring to speak should first address the
chair (whether it be the mayor, mayor pro -tem or otherwise) and ask to be recognized.
Also therefore, no one but the chair can recognize another speaker or ask staff or the
public to speak.
2.10 Rules of Order. Part 8 of these Rules shall
211 Suspension of Rules. Any provision�'of these Rules not required 1
State law may be temporarily suspends by a maj6r,ity vote of the
who are present. The vote of each person on any such suspension shy
the minutes.
2.13
When the rules do not seem tq
from the rules for whatever rea
provisions of these rules or o,;
many possible positive effects,
rules the chair; rules without a
meetings
by the m,
three (3) r
the City S
auring any reg
of such special
place of tote sp(
these
the council.
or
entered into
e a situation r"a member sees a need for relief
council may set aside individual or groups of
siri their entirety. Of course, while this has
any effect to consider is that in the absence of
balance, Nearly absolutely.
sues of the conduct or procedure of public
the . Charter, or State law shall be determined
the mayor's absence).
Speci 1, eetings may be called by the Mayor, the City Manager, or
bers of the Council. The call for a special meeting shall be filed
tary in written form, except that announcement of a special meeting
meeting at which all members are present shall be sufficient notice
Ming. The call for a special meeting shall specify the day, hour, and
meeting and shall identify the subject or subjects to be considered.
3.3 Recessed Meetings. Subject to State law, any meeting of the Council may be recessed
to a later time, provided that no recess shall be for a longer period than until the next
regular meeting.
3.4 Adjourned Meetings. Any meeting of the Council that has been adjourned may not be
reconvened except by a motion to reconsider prior to any Councilmember's departure
from the Council chamber. See Sections 9.3 and 9.4.
Article 4. Presiding Office and Duties
10 -20 -2015 Minutes Page -13 -
4.1 Mayor. The Mayor, if present, shall preside as Mayor at all meetings of the Council.
In the absence of the Mayor, the Mayor Pro -Tem shall preside. In the absence of both
the Mayor and the Mayor Pro -Tem, the most senior Councilmember (by time of
service on the Council) present shall be the chairperson.
4.2 Call to Order. Each meeting of the Council shall be called to order by the Mayor, or
in the Mayor's absence, by the Mayor Pro -Tem. In the absence of both the Mayor and
the Mayor Pro -Tem, the meeting shall be called to order by the most senior
Councilmember (by time of service on the Council) present:, .
of
officer shall state all questions submitted for a
1< vote shall betan on all votes.
to Mayor must relinquish the chair, the Mayor
)reside if the Mayor Pro -Tem is present. If the
Mayor may call upon the most senior
)n the Council) present to preside, but such
djournment of that meeting.
Presentations by Members of Council. The agenda shall provide a time when the
Mayor and each Councilmember may bring before the Council any business that
person believes should be brought up during the "Requests by Mayor and
ouncilmember"" and "Announcements by Mayor and Councilmembers" portions of
the agenda. These matters need not be specifically Listed on the agenda unless the
person desiring to make a comment knows prior to posting of the agenda that he /she
will make such comment. In response to an unposted comment, there (1) may only be
a statement of factual information in response, (2) a recitation of existing City policy,
or (3) discussion regarding a proposal to place the subject on the agenda for a
subsequent meeting.
The time for requests by mayor and councilmembers to place an item on a future
agenda and the time for announcements by the mayor and councilmembers is not a
time to bring up issues for discussion or digress into a diatribe involving business
before the council not on the agenda or another member The time is also not
appropriate for bringing up activities that highlight one's business or other private,
commercial interests.
10 -20 -2015 Minutes Page - 14 -
Article 7. Consideration of Ordinances, Resolutions and Motions
7.5 Reading of f Caption Only. Upon being introduced, each proposed ordinance or
resolution shall be read by caption only.
7.6 Ordinances —Two Readings; Emergencies. Ordinances introduced at a Council
meeting shall not be finally acted upon until at least the next regular meeting, except
that immediate action may be taken upon an emergency as determined by the Council
in accordance the Charter or State law.
7.7 Recording of Votes. The ayes and nays shall be taken upon the consideration of all
ordinances and resolutions and shall be entered in the minutes of the Council.
7.8 Vote Required. Approval of every ordinance, resolution, or motion, unless otherwise
required by these Rules, the Charter, or State law, shall require the affirmative vote of
three (3) Councilmembers who are pre ent and eligible to vote.
7.9 Tie Vote. In the event of a tie in votes on and rtotzon, the Mayor shall cast the decisive
vote in accordance with Section 4.05 of the Ch, ter. Other Councilmembers acting as
presiding officer shall not be,, restricted to voting only in the event of a tie.
Article 8. Rules of Decorum
8.1 Recognition by presiding officer. Subject to ection 8.5, No person shall address the
Council without first being recognized by the presiding officer.
Self- explanatory. Moving forward this rule will be carefully enforced for the sake of
maintaining order and decorum. The 'provision applies equally to councilmembers,
staff and the public,
Order. - While the Council is in session, the Councilmembers must preserve the order
and decorum ,of the meeting, and a Councilmember shall neither, by statement or
otherwise, delay or interrupt the proceedings or the peace of the Council or disturb any
other Councilmoinber while speaking or refuse to obey the orders of the presiding
officer. Councilmembers are expected to remain on the dais during a Council meeting
unless they have good cause to vacate.
The first section is clear – all members of the council are responsible to one another
not to delay or interrupt the proceedings or the peace of the meeting.
Please quietly notify the chair if'you are leaving the dais as you go, either by note or
verbal communication.
Article 8. Rules of Decorum
8.3 Presiding Officer. The Mayor or the Mayor Pro -Tem or such other member of the
Council who is serving as the presiding officer may participate in debate, subject only
to such limitations of debate as are the rights and privileges of a Councilmember by
10 -20 -2015 Minutes Page -15 -
reason of such Councilmember acting as the presiding officer. If the presiding officer
is engaged in debate and is, at the insistence of three (3) Council members, abusing the
position of the presiding officer, the presiding officer must relinquish the chair to the
Mayor Pro -Tem, or in his /her absence, to the next most senior Councilmember (by
time of service on the Council) present. The Mayor Pro -Tem or such other member,
other than the Mayor, who is serving as presiding officer may move, second, and
debate from the chair, subject only to such limitations of debate as are the rights and
privileges of a Councilmember by reason of the member acting as the presiding
officer.
The councilmembers have the right to remove an
The provision is the check and balance against tl ahusf power by the char, be it
the mayor, mayor pro tempore or other member of council acting as the chair
Article 8. Rules of Decorum
The provision ,�pecificall protects the right of any councilmember to be heard on a
matter before the council. Particular care should be exercised by the chair to ensure
toe minority opinion is heard at every juncture. Improper interruptions should be
quashed and the offending member or members warned not to repeat the offense.
Repeated offenses under 8.2, 8.4 and/or 8.5 warrant removal of the councilmember
from city, property until the meeting has concluded. Pursuant to Article 10, if a
councilmember has refused to leave city property and has resisted removal by the
sergeant at arms, that member will be arrested and taken into custody.
Article 9. Motions and Meeting Procedures
9.1 Motions. A Councilmember, after he /she obtains the floor, or the Mayor may make a
motion on the particular subject of discussion or a procedural point as permitted. A
"Second" to the motion, if required, must be made by a Councilmember who did not
make the motion within a reasonable but brief time period. The Mayor may not
10 -20 -2015 Minutes Page -16 -
"Second" a motion. A motion or a "Second" merely implies that the maker of the
motion and the person who "Seconds" agree that the motion should come before the
meeting and not that he /she necessarily favors the motion. Without a "Second ", if
required, the motion dies.
9.2 Debate. Debate, if permitted, must be limited to the merits of the issue under
discussion as stated by the presiding officer.
We often struggle to keep our discussion on point. All of us need to be cognizant of the
item we are considering and refrain from wandering into yrtrlated territory.
9.3 Motion Procedures. There are twelve (12) types of motions in three (3) categories:
Meeting Conduct Motions (4 types), Disposition Motions (7 types), and Main
Motions(1 type). When any motion is pending, any motion listed above it on the
chart below is in order; those below it are out"Of order.
To withdraw
may ;
no
ino
Re 6lVed by
Vote by 3
no
lnterrupt�
' Second
yes
hgi('Nb
Council -
otion
S a er, I
Required
t}ebat b'fe
Amendable ,iat ., `members
yep
Moe tI Or d ict:ltirliititir
ne
ye:
To amend
no,
yes
Point of privilege
ypt .
no
nct „`;
no yes
no
Point of procedure or order
}/e
no
rib
no yes
no
To appeal a ruling
ncr
yes
yep
no no ,
ayes
To recess
Y CJ:.
Yes
yes ` -
Yes tti . ,
yes
To withdraw
yes
no
ino
no'
yp
no
�. To postpone
nor,
yes
ye
yes
r1�), �
y&
To refer
no.
.yes
yep
Yes
ne
ye:
To amend
no,
yes
yes
yes
nts. ` ;
, ::..ye:
To limit or close debate or "call
he question"
n& -
. ,Yes
Ides .'.
;Yes
r#.
no
.0. To extend debate
rc
yes
yes '
yes
ho
Ye:
.1. To count ttfe cote
rte:
ves
nb
no
no
no
To reconsider yes .,yes debtble no : , yes
To rescind rcr yes ys. yes n. no
To take action nti = ves v6s : ves rii Yes * **
Mayor Carpenter stated that he will continue next week with his presentation.
Roll Call Vote Confirmation
10 -20 -2015 Minutes Page - 17 -
Mayor Carpenter recognized City Secretary Brenda Dennis who provided the roll call votes
for agenda items 1 through 8. (Note: On Item No. 7 Councilmember Azzoz `abstained', but the
Mayor pointed out that pursuant to Ordinance 15-M-06, an abstension would be recorded as
a 'nay, unless there was a legal reason why a councilmember would be allowed to abstain.)
Requests and Announcements
G
10
W
Announcements by City Manager
• Citizen Kudos
• Recognition of City employee actions
• New Departmental initiatives
No further announcements were provided.
Requests by Mayor and Councilmembers that items be placed on a future City Council
agenda.
Mayor Carpenter recognized Councilmember Azzoz; who requested an executive session to
discuss the Animal Adoption Center. City Attorney'harles Zech suggested Mr. Azzoz get
with the City Secretary and put the issue on the agenda and"then he will look at it to determine
whether it can be discussed in an open car closed session.
Councilmember Azzoz also requested
continue in the (money) support of th
members many years agcy to now 300 p
on how far are we willing to
. They have grown from 30
Mayor Carpenter' 'k equested the city secretary add his Code of Ethics workshop back on for
next week's aeenda so he can finish his bresent Lion.
Mayor Carpenter'recognized Mayor Pro -Tem Fowler who stated he attended the Chamber of
Commerce monthly luncheon meeting today.
Mayor Carpenter recognized Councilmember John who stated he had some good news today
and he hopes it becomes a reality. He was given an update on the sidewalks on FM 3009 by
the area engineer William Lockett who stated they will be doing preconstruction meetings on
November 5 and with weather permitting, possible construction beginning on November 16.
12. Information available in City Council Packets - NO DISCUSSION OCCURRED.
10 -20 -2015 Minutes Page - 18 -
0 Status of Workshop on Pool Bond Language.
Adjournment
Mayor Carpenter adjourned the meeting at 8:54 p.m.
Carpenter, Mayor
ATTEST:
Brenda Dennis, City Secretary
10 -20 -2015 Minutes Page -19 -
Agenda No. 2
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department: Development Services
Subject: Ordinance No. 15 -S -34 — Conduct a public
hearing to consider and act on a request to
rezone 805 Main Street, approximately 1
acres of land, from Single- Family
Residential District — 2 (R -2) to Main Street
Mixed Use District (MSMU). (Final
Reading)
City Council approved the first reading of Ordinance No. 15 -S -34 at the October 20, 2015
meeting.
The property owner, Steven White is proposing to rezone the approximately 1 acre tract of land
located at 805 Main Street from Single - Family Residential District -2 (R -2) to Main Street Mixed
Use District (MSMU). The property contains an existing apartment building and a one story
residence that are currently occupied.
The zoning district of Main Street Mixed Use District (MSMU) allows for single family
residential and low intensity commercial land uses that which allows for a greater opportunity for
redevelopment of the subject property.
The public hearing notice was published in "The Daily Commercial Recorder" on October 1,
2015 and the "Herald" for the October 7, 2015 for the October 20, 2015 City Council Meeting.
There were twenty -three (23) notices mailed to surrounding property owners within two hundred
(200) feet of the subject property on September 11, 2015. At the time of this report two (2)
responses were received; one (1) in favor of the request and one (1) response was neutral to the
request. No responses were received opposed to the request.
Goal
Steven White is requesting to rezone the approximate 1 acre tract of land at 805 Main Street to
Main Street Mixed Use District (MSMU).
City Council Memorandum
Page 2
Community Benefit
Promote safe, orderly, efficient development and ensure compliance with the City's vision of
future growth.
Summary of Recommended Action
The Sector Plan amendment to the Comprehensive Land Use Plan (CLUP) designates the subject
property as part of Historic Downtown Schertz. The objectives for Historic Downtown Schertz
are to leverage Schertz's history and heritage to create a unique destination with local
independent businesses, encouraging the use of existing buildings. The Main Street Mixed Use
District (MSMU) was created to help achieve these objectives and is intended to provide a base
zoning district to the area along Main Street. In light of the history of the area and variety of land
uses that exist, this zoning district allows for both single - family residential uses and low intensity
commercial uses. Reduced setbacks and parking requirements are provided as part of this district
due to physical constraints in the Main Street area.
• Comprehensive Plan Goals and Objectives: The proposed rezoning request is generally
in conformance with the goals and objectives of the Comprehensive Plan. The proposed
zone change will provide for either single family or low intensity commercial occupancy.
• Impact of Infrastructure: The proposed rezoning request should have a minimal impact on
the existing water and wastewater systems.
• Impact of Public Facilities /Services: The proposed rezoning request will have a no impact
on public services, such as schools, fire, police, parks and sanitation services.
• Compatibility with Existing and Potential Adjacent Land Uses: The subject property is
currently surrounded by commercial, multi - family and single family land uses. The Main
Street Mixed Use District (MSMU) will allow for either low intensity commercial or
single- family residential.
Staff reviewed the request for conformance with the Comprehensive Land Plan and the Future
Land Use Plan (FLUP). The Comprehensive Land Use Plan identifies this area as Historic
Downtown Schertz. The rezoning request appears to have a minimal impact on the public
infrastructure, facilities or services and is consistent with the Comprehensive Land Use Plan and
compatible with the surrounding land uses. The property was originally built as a Hospital and is
currently occupied as an Apartment Building and a one story residence. If the rezoning is
granted, the land use of apartments will be considered an existing non - conforming use and
subject to the restrictions identified in UDC Article 7 Nonconforming Uses, Lots and Structures.
The land use of apartments may continue to be used, operated and occupied until the use has
been abandoned.
Based on the Comprehensive Land Use Plan and surrounding land uses the Main Street Mixed
Use District (MSMU) is the most appropriate zoning district for this tract of land. Staff
recommends approval of the rezoning application as submitted.
FISCAL IMPACT
City Council Memorandum
Page 3
None
RECOMMENDATION
The Planning and Zoning Commission conducted the public hearing on September 23, 2015 and
offered a recommendation of approval by a unanimous vote.
Staff recommends approval of final reading of Ordinance 15 -S -34 to zone the subject property
from Single- Family Residential District — 2 (R -2) to Main Street Mixed Use District (MSMU).
ATTACHMENT
Ordinance No. 15 -S -34
ORDINANCE NO. 15 -S -34
AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
AMENDING THE OFFICIAL ZONING MAP BY REZONING AN APPROXIMATELY 1
ACRE TRACT OF LAND FROM SINGLE FAMILY RESIDENTIAL DISTRICT -2 (R -2)
TO MAIN STREET MIXED USE DISTRICT (MSMU).
WHEREAS, an application to rezone approximately 1 acre of land described in the Exhibit A
and Exhibit B attached herein (herein, the "Property ") has been filed with the City; and
WHEREAS, the City's Unified Development Code Section 21.5.4.D. provides for certain
conditions to be considered by the Planning and Zoning Commission in making
recommendations to City Council and by City Council in considering final action on a requested
zone change (the "Conditions "); and
WHEREAS, on September 23, 2015, . the Planning and Zoning Commission conducted a public
hearing and, after considering the Conditions, hereby makes a recommendation of approval of
the rezoning; and
WHEREAS, on October 20, 2015 the City Council conducted a public hearing and after
considering the Conditions and recommendation by the Planning and Zoning Commission,
determined that the requested zoning be approved as provided for herein.
C �' i • I C
■:
Section 1. The Property as shown and more particularly described in the attached Exhibit
A and Exhibit B, is hereby zoned Main Street Mixed Use District (MSMU).
Section 2. The Official Zoning Map of the City of Schertz, described and referred to in
Article 2 of the Unified Development Code, shall be revised to reflect the above amendment.
Section 3. The recitals contained in the preamble hereof are hereby found to be true, and
such recitals are hereby made a part of this Ordinance for all purposes and are adopted as a part
of the judgment and findings of the Council.
Section 4. All ordinances and codes, or parts thereof, which are in conflict or
inconsistent with any provision of this Ordinance are hereby repealed to the extent of such
conflict, and the provisions of this Ordinance shall be and remain controlling as to the matters
resolved herein.
Section 5. This Ordinance shall be construed and enforced in accordance with the laws
of the State of Texas and the United States of America.
Section 6. If any provision of this Ordinance or the application thereof to any person or
circumstance shall be held to be invalid, the remainder of this Ordinance and the application of
such provision to other persons and circumstances shall nevertheless be valid, and the City
hereby declares that this Ordinance would have been enacted without such invalid provision.
Section 7. It is officially found, determined, and declared that the meeting at which this
Ordinance 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 Ordinance, was
given, all as required by Chapter 551, as amended, Texas Government Code.
Section 8. This Ordinance shall be effective upon the date of final adoption hereof and
any publication required by law.
Section 9. This Ordinance shall be cumulative of all other ordinances of the City of
Schertz, and this Ordinance shall not operate to repeal or affect any other ordinances of the City
of Schertz except insofar as the provisions thereof might be inconsistent or in conflict with the
provisions of this Ordinance, in which event such conflicting provisions, if any, are hereby
repealed.
Approved on first reading the 20th day of October, 2015. .
PASSED, APPROVED AND ADOPTED on final reading the 27st day of October, 2015.
Michael R. Carpenter, Mayor
ATTEST:
Brenda Dennis, City Secretary
(SEAL OF THE CITY)
Exhibit A
"The Property"
Exhibit B
"The Property"
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Agenda No. 3
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department: Library
Subject: Resolution No. 15 -R -97 — A Resolution by
the City Council of the City of Schertz,
Texas authorizing an interlocal agreement
with Guadalupe County for Public Library
Services.
BACKGROUND
The City of Schertz has an established public library and has for several years provided free
public library services to all citizens of Guadalupe County residing in or near the City. The City
and County desire formalization of this partnership through an interlocal agreement (ILA). The
City has similarly partnered with the City of Selma to provide Library Services.
Interlocal agreements serve to cooperatively maximize the efficient provision for government
function on a basis of mutual advantage, highlighting services and facilities that will accord best
with geographic, economic, population and other factors influencing the needs and development
of the region. Accordingly, the County and City are political subdivisions of the State of Texas,
and are authorized to execute an ILA pursuant to Texas Government Code 791.001 et. seq. as
amended, and Local Government Code Section 323, as amended.
The agreement shall have a term of one year, and will be reviewed and approved annually by the
governing bodies of both the City and the County.
COMMUNITY BENEFIT
The Schertz Public Library fills a significant community need by providing quality of life
opportunities for area families and individuals. Services include circulation of books and other
media, access to public computers and Internet, educational programs, and reference services.
This ILA will allow the City to more effectively serve regional partners and their residents.
FISCAL IMPACT
The County will pay the City a monthly sum of $1.7,662.83 for Library Services as outlined in
the ILA.
RECOMMENDATION
The City recommends Council approval of Resolution 1.5 -R -97, authorizing the City to enter into
an interlocal agreement with Guadalupe County for Library Services.
ATTACHMENTS
Resolution 15 -R -97
Public Library Interlocal Agreement
RESOLUTION NO. 15 -R -97
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING A PUBLIC LIBRARY
INTERLOCAL AGREEMENT WITH GUADALUPE COUNTY, AND
OTHER MATTERS IN CONNECTION THEREWITH
WHEREAS, the City of Schertz (the "City ") has an established public library and has for
several years provided free public library services to all citizens of Guadalupe County (the
"County ") residing in or near the City by informal agreement with the County; and
WHEREAS, the County and the City have determined to enter into this Agreement
relating to the provision of free public library services (hereinafter referred to as "Library
Services "), to the citizens of the County, and to set out the purposes, terms, rights, objectives,
duties, and responsibilities of the County and the City with respect thereto; and
WHEREAS, the City and the County have determined that the provision of Library
Services is a public purpose and within their statutory powers of government; and
WHEREAS, the County and City are political subdivisions of the State of Texas, and are
authorized to execute this Agreement pursuant to Texas Government Code 791.001 et. seq. as
amended, and :Local. Government Code Section 323, as amended; and
WHEREAS, the City Council has determined that it is in the best interest of the City to
enter into this contract with the County pursuant to the Interlocal Agreement for Public Library
Services attached hereto as Exhibit A (the "Agreement ").
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 the Agreement with the County in substantially the form set forth on Exhibit A.
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 construed 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
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 day of , 2015.
CITY OF SCHERTZ, TEXAS
Michael R. Carpenter, Mayor
City Secretary, Brenda Dennis
(CITY SEAL)
PUBLIC LIBRARY INTERLOCAL AGREEMENT
BETWEEN GUADALUPE COUNTY AND THE CITY OF SCHERTZ
STATE OF TEXAS §
COUNTY OF GUADALUPE §
100- 630 - 800.4945
PUBLIC LIBRARY INTERLOCAL AGREEMENT BETWEEN
GUADALUPE COUNTY AND
THE CITY OF SCHERTZ
This Public Library InterLocal Agreement, effective as of the date of final execution (hereinafter referred
to as "Agreement "), is between Guadalupe County (hereinafter referred to as "County "), Texas, and the
City of Schertz, (hereinafter referred to as "City "), Texas.
WHEREAS, the City has an established public library and has for several years provided free public
library services to all citizens of the County residing in or near the City by informal agreement with the
County; and
WHEREAS, the County and the City have determined to enter into this Agreement relating to the
provision of free public library services (hereinafter referred to as "Library Services "), to the citizens of
the County, and to set out the purposes, terms, rights, objectives, duties, and responsibilities of the County
and the City with respect thereto; and
WHEREAS, the County and the City have determined that the provision of the Library Services is a
public purpose and within their statutory powers of government; and
WHEREAS, the County and City are political subdivisions of the State of Texas, and are authorized to
execute this Agreement pursuant to Texas Government Code 791.001 et. seq. as amended, and Local
Government Code Section 323, as amended (the "Act ").
NOW, THEREFORE, the County and the City, acting by and through their duly authorized officers,
hereby covenant and agree as follows:
I. Purpose
1. The City agrees that the established library of the City shall assume the functions of a county
library within the County, all as permitted by the Act.
2. The Librarian of the City's established library holds a county librarian's certificate from the Texas
Library and Archives Commission, as required by the Act.
3. All public library facilities, books, reading material, and other equipment in the possession of the
City's library shall be equally accessible to all residents of the County during the term of this
Agreement.
4. All public library facilities, books, reading material, and other equipment currently owned by the
City of acquired for use in its established public library during the term of this Agreement shall
remain the property of the City.
H. Term and Renewal
This agreement shall be for a term commencing with effective date of this Agreement through and
including October 1, 2015 to September 30, 2016 (the "Initial Term "), unless either party to this
Agreement notifies the other party in writing that it wishes to terminate this Agreement. Such notice shall
Page - 1 - of Two Pages
be provided not less than thirty (30) days prior to the end of the Initial Term or any Renewal Term.
III. Consideration
1. In consideration of the City's provision of the Library Services during the Initial Term, the county
agrees to pay the City a monthly sum of $17,662.83 (Seventeen Thousand, Six Hundred Sixty
Two Dollars and 83/100) on the 15th day of each month following the effective date of this
Agreement.
2. The County and the City agree that the monthly amount payable by the County to the City shall be
determined by good faith negotiations between the County and City and that such amount shall be
determined not less than thirty (30) days before the end of the Initial Term and each Renewal
Term.
IV. Authorization
The governing bodies of the County and the City have duly authorized this Agreement.
V. Severability
If any portion of this Agreement shall be declared illegal or held unenforceable for any reason, for
remaining portions hereof shall continue in full force and effect.
VI. Amendments
This agreement represents the complete understanding of the County and the City with respect to the
matters described herein, and this Agreement may not be amended or altered without the written consent
of both parties.
IN WITNESS WHEREOF, the undersigned have entered into the Public Library InterLocal Agreement,
effective as stated herein.
x11\ an Rog NUOL91061111'AI1191/Z'E
By:
Kyle Kutscher
Guadalupe County Judge
CITY OF SCHERTZ, TEXAS
John Kessel
City Manager
ATTEST
By:
Teresa Kiel
Guadalupe County Clerk
Date:
ATTEST
U.
Brenda Dennis
City Secretary
Date:
Page - 2 - of Two Pages
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department:
Finance
Agenda No. 4
Subject: ORDINANCE NO. 15 -13-38 CONSIDERATION
AND APPROVAL OF AN ORDINANCE BY THE
CITY COUNCIL OF THE CITY OF SCHERTZ,
TEXAS AUTHORIZING THE ISSUANCE OF
"CITY OF SCHERTZ, TEXAS TAX NOTES,
SERIES 2015A"
The City is looking to purchase and equip two new firetrucks. If the City moves forward we can
save money on the purchase price of the trucks and receive delivery of them sooner than if we
order the trucks at a later date. Additionally, the City will be trading in existing City firetrucks
and ambulances that have outlived their useful lives to lower the cost of the new vehicles and
lower the borrowing amount of the tax notes in turn.
FISCAL IMPACT
The firetrucks will be paid for in part from proceeds of the Tax Notes, Series 2015A. The notes
will be paid from funds currently budgeted for maintenance of the soon -to -be -sold firetrucks and
ambulances that will not be needed with the new firetrucks. Bids on the Tax Notes, Series 2015A
will be received on Monday, October 261h ahead of the Council meeting. Final sale results will
be presented by Mr. McLiney and Mr. Friedman at the regularly scheduled meeting.
M R 5[01704 1041010117,174 9 [11701
Staff recommends approving the sale of the Tax Notes, Series 2015A
MOTION: A MOTION BY COUNCILMEMBER AND SECONDED
COUNCILMEMBER THAT TUIE CITY COUNCIL ADOPT AN
ORDINANCE E AUTR I ING THE ISSUANCE OF "CITY OF SCHERTZ, TEXAS
TAX NOTES, SERIES 2015A"
ATTACHMENT(S)
Ordinance Nol5 -B -38
DRAFT 10 /27/15
ORDINANCE NO. 15 -B -38
AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING THE ISSUANCE OF "CITY OF
SCHERTZ, TEXAS TAX NOTES, SERIES 2015A99, LEVYING AN
ANNUAL AD VALOREM TAX, WITHIN THE LIMITATIONS
PRESCRIBED BY LAW, FOR THE PAYMENT OF THE OBLIGATIONS;
PRESCRIBING THE FORM, TERMS, CONDITIONS, AND RESOLVING
OTHER MATTERS INCIDENT AND RELATED TO THE ISSUANCE,
SALE, AND DELIVERY OF THE OBLIGATIONS; AUTHORIZING THE
EXECUTION OF A PAYING AGENT /REGISTRAR AGREEMENT AND
A PURCHASE AND INVESTMENT LETTER; COMPLYING WITH THE
LETTER OF REPRESENTATIONS PREVIOUSLY EXECUTED WITH
THE DEPOSITORY TRUST COMPANY; AUTHORIZING THE
EXECUTION OF ANY NECESSARY ENGAGEMENT AGREEMENTS
WITH THE CITY'S FINANCIAL ADVISORS AND /OR BOND COUNSEL;
AND PROVIDING AN EFFECTIVE DATE
WHEREAS, pursuant to the provisions of Chapter 1431, as amended, Texas Government
Code (the Act), the City Council (the Governing Body) of the City of Schertz, Texas (the City or
the Issuer) is authorized and empowered to issue anticipation notes to pay contractual obligations
incurred or to be incurred for the construction of any public works, for the purchase of materials,
supplies, equipment, machinery, buildings, lands, and rights -of -way for the Issuer's authorized
needs and purposes, and for professional services, including services provided by tax appraisal
engineers, engineers, architects, attorneys, auditors, mapmakers, financial advisors, and fiscal
agents; and
WHEREAS, in accordance with the provisions of the Act, the Governing Body hereby
finds and determines that anticipation notes should be issued and sold at this time to finance the
costs of paying contractual obligations to be incurred for (1) purchasing two fire trucks and
equipment related thereto and (2) the payment of professional services related to the design,
construction, landscaping, and financing of the aforementioned projects; and
WHEREAS, the Governing Body hereby finds and determines that the issuance of
anticipation notes is in the best interests of the residents of the Issuer, now, therefore,
C ' • t • • i I lill i •
THAT:
SECTION 1: Authorization - Designation - Principal Amount - Purpose. General
obligation notes of the Issuer shall be and are hereby authorized to be issued in the aggregate
principal amount of ONE MILLION TWENTY THOUSAND AND NO /100 DOLLARS
($1,020,000), to be designated and bear the title of "CITY OF SCHERTZ, TEXAS TAX
NOTES, SERIES 201.5A" (the Obligations), for the purpose of providing funds for
(1) purchasing two fire trucks and equipment related thereto and (2) the payment of professional
services related to the design, construction, landscaping, and financing of the aforementioned
projects, all in conformity with the laws of the State of Texas, particularly Chapter 1431, as
82365419.2
amended, Texas Government Code, an ordinance adopted by the Governing Body on
October 27, 2015, and the City's Home Rule Charter.
SECTION 2: Fully Registered Obligations - Authorized Denominations - Stated
Maturities - Interest Rates — Dated Date. The Obligations shall be issued as fully registered
obligations, without coupons, shall be dated October 1.5, 2015 . (the Dated Date) and shall be in
denominations of $100,000 or any integral multiple of $5,000 in excess thereof (within a Stated
Maturity), shall be lettered "R-" and numbered consecutively from one (1) upward and principal
shall become due and payable on August I in each of the years (the Stated Maturities) and in the
amounts and bear interest at the rates per annum in accordance with the following schedule:
Years of
Principal Interest
Stated Maturity
Amounts ($) Rates
2016
120,000
2017
145,000
2018
145,000
2019
150,000
2020
150,000
2021
155,000
2022
155,000
The Obligations shall bear interest on the unpaid principal amounts from the Closing
Date (hereinafter defined), or from the most recent Interest Payment Date to which interest has
been paid or duly provided for, to Stated Maturity, while Outstanding, at the rates per annum
shown in the above schedule (calculated on the basis of a 360 -day year of twelve 30 -day
months). Interest on the Obligations shall be payable on February 1 and August 1 in each year,
commencing August 1, 2016 (the Interest Payment Date), while the Obligations are Outstanding.
SECTION 3: Payment of Obligations - Paying trar. The principal of,
premium, if any, and the interest on the Obligations, due and payable by reason of Stated
Maturity or otherwise, shall be payable in any coin or currency of the United States of America
which at the time of payment is legal tender for the payment of public and private debts, and
such payment of principal of, premium, if any, and interest on the Obligations shall be without
exchange or collection charges to the Holder (as hereinafter defined) of the Obligations.
The selection and appointment of , Texas
(the Paying Agent /Registrar), to serve as the initial Paying Agent /Registrar for the Obligations is
hereby approved and confirmed, and the Issuer agrees and covenants to cause to be kept and
maintained at the corporate trust office of the Paying Agent /Registrar books and records (the
Security Register) for the registration, payment, and transfer of the Obligations, all as provided
herein, in accordance with the terms and provisions of a Paying Agent /Registrar Agreement,
attached, in substantially final form, as Exhibit A hereto, and such reasonable rules and
regulations as the Paying Agent /Registrar and the Issuer may prescribe. The Issuer covenants to
maintain and provide a Paying Agent /Registrar at all times while the Obligations are
Outstanding, and any successor Paying Agent /Registrar shall be (i) a national or state banking
82365419.2 2
institution or (ii) an association or a corporation organized and doing business under the laws of
the United States of America or of any state, authorized under such laws to exercise trust powers.
Such Paying Agent /Registrar shall be subject to supervision or examination by federal or state
authority and authorized by law to serve as a Paying Agent /Registrar.
The Issuer reserves the right to appoint a successor Paying Agent /Registrar upon
providing the previous Paying Agent /Registrar with a certified copy of a resolution or ordinance
terminating such agency. Additionally, the Issuer agrees to promptly cause a written notice of
this substitution to be sent to each Holder of the Obligations by United States mail, first -class
postage prepaid, which notice shall also give the address of the new Paying Agent /Registrar.
Principal of, premium, if any, and interest on the Obligations, due and payable by reason
of Stated Maturity, or otherwise, shall be payable only to the registered owner of the Obligations
appearing on the Security Register (the Holder or Holders) maintained on behalf of the Issuer by
the Paying Agent/Registrar as hereinafter provided (i) on the Record Date (hereinafter defined)
for purposes of payment of interest on the Obligations, (ii) on the date of surrender of the
Obligations for purposes of receiving payment of principal thereof at the Obligations' Stated
Maturity, and (iii) on any date for any other purpose. The Issuer and the Paying Agent /Registrar,
and any agent of either, shall treat the Holder as the owner of an Obligation for purposes of
receiving payment and all other purposes whatsoever, and neither the Issuer nor the Paying
Agent /Registrar, or any agent of either, shall be affected by notice to the contrary.
Principal of and premium, if any, on the Obligations shall be payable only upon
presentation and surrender of the Obligations to the Paying Agent /Registrar at its corporate trust
office (provided, however, with respect to principal payments prior to the final Stated Maturity,
the Obligations need not be surrendered to the Paying Agent /Registrar, who will merely
document this payment on an internal ledger maintained by the Paying Agent /Registrar). Interest
on the Obligations shall be paid to the Holder whose name appears in the Security Register at the
close of business on the fifteenth day of the month next preceding an Interest Payment Date for
the Obligations (the Record Date) and shall be paid (i) by check sent by United States mail,
first -class postage prepaid, by the Paying Agent /Registrar, to the address of the Holder appearing
in the Security Register or (ii) by such other method, acceptable to the Paying Agent/Registrar,
requested in writing by the Holder at the Holder's risk and expense.
If the date for the payment of the principal of, premium, if any, or interest on the
Obligations shall be a Saturday, a Sunday, a legal holiday, or a day on which banking institutions
in the city where the corporate trust office of the Paying Agent/Registrar is located are
authorized by law or executive order to close, then the date for such payment shall be the next
succeeding day which is not such a day. The payment on such date shall have the same force
and effect as if made on the original date any such payment on the Obligations was due.
In the event of a non - payment of interest on a scheduled payment date, and for thirty (30)
days thereafter, a new record date for such interest payment (a Special Record Date) will be
established by the Paying Agent /Registrar, if and when funds for the payment of such interest
have been received from the Issuer. Notice of the Special Record Date and of the scheduled
payment date of the past due interest (the Special Payment Date - which shall be fifteen (1.5)
days after the Special Record Date) shall be sent at least five (5) business days prior to the
82365419.2 3
Special Record Date by United States mail, first -class postage prepaid, to the address of each
Holder of an Obligation appearing on the Security Register at the close of business on the last
business day next preceding the date of mailing of such notice.
SECTION 4: Redemption. The Obligations are not subject to redemption prior to Stated
Maturity.
SECTION 5: Execution - Registration. The Obligations shall be executed on behalf of
the Issuer by its Mayor under the seal of the Issuer reproduced or impressed thereon and attested
by its City Secretary. The signature of any of said officers on the Obligations may be manual or
facsimile. Obligations bearing the manual or facsimile signatures of individuals who were, at the
time of the Dated Date, the proper officers of the Issuer shall bind the Issuer, notwithstanding
that such individuals or either of them shall cease to hold such offices prior to the delivery of the
Obligations to the Purchasers (hereinafter defined), all as authorized and provided in Chapter
1201, as amended, Texas Government Code.
No Obligation shall be entitled to any right or benefit under this Ordinance, or be valid or
obligatory for any purpose, unless there appears on such Obligation either a certificate of
registration substantially in the form provided in Section 8C, executed by the Comptroller of
Public Accounts of the State of Texas or his duly authorized agent by manual signature, or a
certificate of registration substantially in the form provided in Section 8D, executed by the
Paying Agent /Registrar by manual signature, and either such certificate upon any Obligation
shall be conclusive evidence, and the only evidence, that such Obligation has been duly certified
or registered and delivered.
SECTION 6: Registration - Transfer - Exchange of Obligations - Predecessor
Obligations. The Paying Agent/Registrar shall obtain, record, and maintain in the Security
Register the name and address of every owner of the Obligations, or, if appropriate, the nominee
thereof. Any Obligation may, in accordance with its terms and the terms hereof, be transferred
or exchanged for Obligations of other authorized denominations upon the Security Register by
the Holder, in person or by his duly authorized agent, upon surrender of such Obligation to the
Paying Agent /Registrar for cancellation, accompanied by a written instrument of transfer or
request for exchange duly executed by the Holder or by his duly authorized agent, in form
satisfactory to the Paying Agent /Registrar.
Upon surrender for transfer of any Obligation at the corporate trust office of the Paying
Agent /Registrar, the Issuer shall execute and the Paying Agent /Registrar shall register and
deliver, in the name of the designated transferee or transferees, one or more new Obligations of
authorized denomination and having the same Stated Maturity and of a like interest rate and
aggregate principal amount as the Obligation or Obligations surrendered for transfer.
At the option of the Holder, Obligations may be exchanged for other Obligations of
authorized denominations and having the same Stated Maturity, bearing the same rate of interest
and of like aggregate principal amount as the Obligations surrendered for exchange upon
surrender of the Obligations to be exchanged at the corporate trust office of the Paying
Agent /Registrar. Whenever any Obligations are so surrendered for exchange, the Issuer shall
82365419.2 4
execute, and the Paying Agent/Registrar shall register and deliver, the Obligations to the Holder
requesting the exchange.
All Obligations issued upon any transfer or exchange of Obligations shall be delivered at
the corporate trust office of the Paying Agent /Registrar, or be sent by registered mail to the
Holder at his request, risk, and expense, and upon the delivery thereof, the same shall be the
valid and binding obligations of the Issuer, evidencing the same obligation to pay, and entitled to
the same benefits under this Ordinance, as the Obligations surrendered upon such transfer or
exchange.
All transfers or exchanges of Obligations pursuant to this Section shall be made without
expense or service charge to the Holder, except as otherwise herein provided, and except that the
Paying Agent/Registrar shall require payment by the Holder requesting such transfer or exchange
of any tax or other governmental charges required to be paid with respect to such transfer or
exchange.
Obligations canceled by reason of an exchange or transfer pursuant to the provisions
hereof are hereby defined to be Predecessor Obligations, evidencing all or a portion, as the case
may be, of the same debt evidenced by the new Obligation or Obligations registered and
delivered in the exchange or transfer therefor. Additionally, the term Predecessor Obligations
shall include any Obligation registered and delivered pursuant to Section 17 in lieu of a
mutilated, lost, destroyed, or stolen Obligation which shall be deemed to evidence the same
obligation as the mutilated, lost, destroyed, or stolen Obligation.
SECTION 7: Initial Obligations. The Obligations herein authorized shall be initially
issued as a single fully registered Obligation in the aggregate principal amount of $1,020,000
with principal installments to become due and payable as provided in Section 2 hereof and
numbered T -I (the Initial Obligations), and the Initial Obligations shall be registered in the name
of the Purchasers (defined herein) or the designee thereof. The Initial Obligations shall be the
Obligations submitted to the Office of the Attorney General of the State of Texas for approval,
certified and registered by the Office of the Comptroller of Public Accounts of the State of Texas
and delivered to the Purchasers. Any time after the delivery of the Initial Obligations, the Paying
Agent /Registrar, pursuant to written instructions from the Purchasers, or the designee thereof,
shall cancel the Initial Obligations delivered hereunder and exchange therefor Definitive
Obligations of like kind and of authorized denominations, Stated Maturities, principal amounts
and bearing applicable interest rates for transfer and delivery to the Holders named at the
addresses identified therefor; all pursuant to and in accordance with such written instructions
from the Purchasers, or the designee thereof, and such other information and documentation as
the Paying Agent /Registrar may reasonably require.
SECTION 8: FORMS.
A. Forms Generally. The Obligations, the Registration. Certificate of the Comptroller
of Public Accounts of the State of Texas, the Registration Certificate of Paying Agent /Registrar,
and the form of Assignment to be printed on each of the Obligations shall be substantially in the
forms set forth in this Section with such appropriate insertions, omissions, substitutions, and
other variations as are permitted or required by this Ordinance and may have such letters,
82365419.2 5
numbers, or other marks of identification (including insurance legends in the event the
Obligations, or any Stated Maturities thereof, are insured and identifying numbers and letters of
the Committee on Uniform Securities Identification Procedures of the American Bankers
Association) and such legends and endorsements (including any reproduction of an opinion of
Bond Counsel (hereinafter defined)) thereon as may, consistent herewith, be established by the
Issuer or determined by the officers executing the Obligations as evidenced by their execution
thereof. Any portion of the text of any Obligation may be set forth on the reverse thereof, with
an appropriate reference thereto on the face of the Obligation.
The definitive Obligations shall be printed, lithographed, or engraved, produced by any
combination of these methods, or produced in any other similar manner, all as determined by the
officers executing the Obligations as evidenced by their execution thereof, but the Initial
Obligation(s) submitted to the Attorney General of the State of Texas may be typewritten or
photocopied or otherwise reproduced.
[The remainder of this page intentionally left blank.]
82365419.2 6
B. Form of Definitive Obligation.
REGISTERED
NO.
Dated Date:
October 15, 2015
REGISTERED OWNER:
United States of America
State of Texas
Counties of Bexar, Comal, and Guadalupe
CITY OF SCHERTZ, TEXAS
TAX NOTES, SERIES 2015A
Interest Rate: Stated Maturity:
REGISTERED
PRINCIPAL AMOUNT
CUSIP NO:
The City of Schertz, Texas (the Issuer), a body corporate and a municipal corporation in
the Counties of Bexar, Comal, and Guadalupe, State of Texas, for value received, acknowledges
itself indebted to and hereby promises to pay to the order of the Registered Owner specified
above, or the registered assigns thereof, on the Stated Maturity date specified above, the
Principal Amount specified above, and to pay interest on the unpaid Principal Amount hereof
from the Closing Date, or from the most recent interest payment date to which interest has been
paid or duly provided for until such Principal Amount has become due and payment thereof has
been made or duly provided for, to Stated Maturity, while Outstanding, at the per annum rate of
interest specified above computed on the basis of a 360 -day year of twelve 30 -day months; such
interest being payable on February 1 and August 1 of each year commencing August 1, 2016. .
Principal on this Obligation shall be payable to the Registered Owner hereof (the
Folder), upon presentation and surrender (provided, however, with respect to principal payments
prior to the final Stated Maturity, the Obligations need not be surrendered to the Paying
Agent /:Registrar, who will merely document this payment on an internal ledger maintained by the
Paying Agent /Registrar), at the corporate trust office of the Paying Agent /Registrar executing the
registration certificate appearing hereon or a successor thereof. Interest shall be payable to the
Holder of this Obligation (or one or more Predecessor Obligations, as defined in the Ordinance
hereinafter referenced) whose name appears on the Security Register maintained by the Paying
Agent /Registrar at the close of business on the Record Date, which is the fifteenth day of the
month next preceding each interest payment date. All payments of principal of and interest on
this Obligation shall be in any coin or currency of the United States of America which at the time
of payment is legal tender for the payment of public and private debts. Interest shall be paid by
the Paying Agent /Registrar by check sent on or prior to the appropriate date of payment by
United States mail, first -class postage prepaid, to the Holder hereof at the address appearing in
the Security Register or by such other method, acceptable to the Paying Agent /Registrar,
requested by the Holder hereof at the Holder's risk and expense.
82365419.2 7
This Obligation is one of the series specified in its title issued in the aggregate principal
amount of $1,020,000 (the Obligations) pursuant to an ordinance adopted by the Governing
Body of the Issuer (the Ordinance), for the purpose of (1) purchasing two fire trucks and
equipment related thereto and (2) the payment of professional services related to the design,
construction, landscaping, and financing of the aforementioned projects, all in conformity with
the laws of the State of Texas, including Chapter 1431, as amended, Texas Government Code, an
ordinance adopted by the Governing Body on October 27, 2015, and the City's Home Rule
Charter.
As provided in the Ordinance, the Obligations are not subject to redemption prior to
Stated Maturity.
The Obligations of this series are payable from the proceeds of an annual ad valorem tax
levied upon all taxable property within the Issuer within the limitations prescribed by law.
Reference is hereby made to the Ordinance, a copy of which is on file in the corporate
trust office of the Paying Agent /Registrar, and to all of the provisions of which the Holder by his
acceptance hereof hereby assents, for definitions of terms; the description of and the nature and
extent of the tax levied for the payment of the Obligations; the terms and conditions relating to
the transfer or exchange of the Obligations; the conditions upon which the Ordinance may be
amended or supplemented with or without the consent of the Holders; the rights, duties, and
obligations of the Issuer and the Paying Agent /Registrar; the terms and provisions upon which
this Obligation may be discharged at or prior to the Stated Maturity thereof, and deemed to be no
longer Outstanding thereunder; and for the other terms and provisions specified in the Ordinance.
Capitalized terms used herein have the same meanings assigned in the Ordinance.
This Obligation, subject to certain limitations contained in the Ordinance, may be
transferred on the Security Register upon presentation and surrender at the corporate trust office
of the Paying Agent/Registrar, duly endorsed by, or accompanied by a written instrument of
transfer in form satisfactory to the Paying Agent /Registrar duly executed by the Holder hereof,
or his duly authorized agent, and thereupon one or more new fully registered Obligations of the
same Stated Maturity, of authorized denominations, bearing the same rate of interest, and of the
same aggregate principal amount will be issued to the designated transferee or transferees.
The Issuer and the Paying Agent /Registrar, and any agent of either, shall treat the Holder
hereof whose name appears on the Security Register (i) on the Record Date as the owner hereof
for purposes of receiving payment of interest hereon, (ii) on the date of surrender of this
Obligation as the owner hereof for purposes of receiving payment of principal hereof at its Stated
Maturity, and (iii) on any other date as the owner hereof for all other purposes, and neither the
Issuer nor the Paying Agent/Registrar, or any such agent of either, shall be affected by notice to
the contrary. In the event of a non - payment of interest on a scheduled payment date, and for
thirty (30) days thereafter, a new record date for such interest payment (a Special Record Date)
will be established by the Paying Agent /Registrar, if and when funds for the payment of such
interest have been received from the Issuer. Notice of the Special Record Date and of the
scheduled payment date of the past due interest (the Special Payment Date - which shall be
fifteen (15) days after the Special Record Date) shall be sent at least five (5) business days prior
to the Special Record Date by United States mail, first -class postage prepaid, to the address of
82365419.2 8
each Holder appearing on the Security Register at the close of business on the last business day
next preceding the date of mailing of such notice.
It is hereby certified, covenanted, and represented that all acts, conditions, and things
required to be performed, exist, and be done precedent to the issuance of this Obligation in order
to render the same a legal, valid, and binding obligation of the Issuer have been performed, exist,
and have been done, in regular and due time, form, and manner, as required by law, and that
issuance of the Obligations does not exceed any constitutional or statutory limitation; and that
due provision has been made for the payment of the principal of, premium if any, and interest on
the Obligations by the levy of a tax as aforestated. In case any provision in this Obligation or
any application thereof shall be deemed invalid, illegal, or unenforceable, the validity, legality,
and enforceability of the remaining provisions and applications shall not in any way be affected
or impaired thereby. The terms and provisions of this Obligation and the Ordinance shall be
construed in accordance with and shall be governed by the laws of the State of Texas.
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82365419.2 9
IN WITNESS WHEREOF, the Issuer has caused this Obligation to be duly executed
under its official seal.
ATTEST:
City Secretary
(CITY SEAL)
CITY OF SCHERTZ, TEXAS
Mayor
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82365419.2 10
C. *Form of Registration Certificate of Comptroller of Public Accounts to Appear on
Initial Obligations Only.
REGISTRATION CERTIFICATE OF
COMPTROLLER OF PUBLIC ACCOUNTS
OFFICE OF THE COMPTROLLER OF
PUBLIC ACCOUNTS
I.el
THE STATE OF TEXAS
I HEREBY CERTIFY that this Obligation has been examined, certified as to validity and
approved by the Attorney General of the State of Texas, and duly registered by the Comptroller
of Public Accounts of the State of Texas.
WITNESS my signature and seal of office this
Comptroller of Public Accounts
of the State of Texas
(SEAL)
*NOTE TO PRINTER: Not to appear on printed Obligations.
D. Form of Certificate of Paying Agent/Registrar _ to Appear on Definitive
Obligations Only.
REGISTRATION CERTIFICATE OF PAYING AGENT /REGISTRAR
This Obligation has been duly issued under the provisions of the within - mentioned
Ordinance; the Obligation or Obligations of the above - entitled and designated series originally
delivered having been approved by the Attorney General of the State of Texas and registered by
the Comptroller of Public Accounts, as shown by the records of the Paying Agent /Registrar.
Registered this date:
Agent /Registrar
By:
Authorized Signature
82365419.2 11
as Paying
E. Form of Assignment.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns, and transfers unto
(Print or typewrite name, address, and zip code of transferee):
(Social Security or other identifying number):
the within Obligation and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to transfer the within Obligation on the books kept for
registration thereof, with full power of substitution in the premises.
DATED:
NOTICE: The signature on this assignment must
correspond with the name of the registered owner as it
appears on the face of the within Obligation in every
particular.
Signature guaranteed:
F. The Initial Obligations shall be in the respective forms set forth in paragraph B of
this Section, except that the form of a single y registered Initial Obligation shall be modified
ac fn11nXX7Q-
(i) immediately under the name of the Obligation(s) the headings "Interest Rate
" and "Stated Maturity " shall both be completed "as shown below";
(ii) the first two paragraphs shall read as follows:
Registered Owner:
Principal Amount:
The City of Schertz, Texas (the Issuer), a body corporate and municipal corporation in
the Counties of Bexar, Comal, and Guadalupe, State of Texas, for value received, acknowledges
itself indebted to and hereby promises to pay to the order of the Registered Owner named above,
or the registered assigns thereof, the Principal Amount specified above on the first day of August
in each of the years and in principal amounts and bearing interest at per annum rates in
accordance with the following schedule:
82365419.2 12
Years of Principal Interest
Stated Maturity Amounts ($) Rates
(Information to be inserted from
schedule in Section 2 hereof).
and to pay interest on the unpaid Principal Amount hereof from the Closing Date (anticipated to
occur on November 19, 2015) or from the most recent interest payment date to which interest has
been paid or duly provided for until the Principal Amount has become due and payment thereof
has been made or duly provided for, to Stated Maturity, while Outstanding, at the per annum
rates of interest specified above computed on the basis of a 360 -day year of twelve 30 -day
months; such interest being payable on February l and August 1 of each year, commencing
August 1, 2016.
Principal of this Obligation shall be payable to the Registered Owner hereof (the Holder),
upon its presentation and surrender, to Stated Maturity, while Outstanding, at the corporate trust
office of , , Texas (the Paying Agent /Registrar).
Interest shall be payable to the Holder of this Obligation whose name appears on the Security
Register maintained by the Paying Agent/Registrar at the close of business on the Record Date,
which is the fifteenth day of the month next preceding each interest payment date. All payments
of principal of and interest on this Obligation shall be in any coin or currency of the United
States of America which at the time of payment is legal tender for the payment of public and
private debts. Interest shall be paid by the Paying Agent /Registrar by check sent on or prior to
the appropriate date of payment by United States mail, first -class postage prepaid, to the Holder
hereof at the address appearing in the Security Register or by such other method, acceptable to
the Paying Agent /Registrar, requested by, and at the risk and expense of, the Holder hereof.
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82365419.2 13
G. Insurance Legend. If bond insurance is obtained by the Issuer or the Purchasers
for the Obligations, the definitive Obligations and the Initial Obligations shall bear an
appropriate legend as provided by the insurer.
SECTION 9: Definitions. For all purposes of this Ordinance (as defined below), except
as otherwise expressly provided or unless the context otherwise requires: (i) the terms defined in
this Section have the meanings assigned to them in this Section, and certain terms used in
Sections 19 and 36 of this Ordinance have the meanings assigned to them in such Sections, and
all such terms include the plural as well as the singular; (ii) all references in this Ordinance to
designated "Sections" and other subdivisions are to the designated Sections and other
subdivisions of this Ordinance as originally adopted; and (iii) the words "herein ", "hereof', and
"hereunder" and other words of similar import refer to this Ordinance as a whole and not to any
particular Section or other subdivision.
A. The term Authorized Officials shall mean the Mayor, Mayor Pro Tem, the City
Manager, and /or the City Secretary.
B. The term Closing Date shall mean the date of physical delivery of the Initial
Obligations in exchange for the payment in full by the Purchasers.
C. The term Issuer shall mean the City of Schertz, Texas located in the Counties of
Bexar, Comal, and Guadalupe, Texas and, where appropriate, the Governing Body of the Issuer.
D. The term Debt Service Requirements shall mean, as of any particular date of
computation, with respect to any obligations and with respect to any period, the aggregate of the
amounts to be paid or set aside by the Issuer as of such date or in such period for the payment of
the principal of, premium, if any, and interest (to the extent not capitalized) on such obligations;
assuming, in the case of obligations without a fixed numerical rate, that such obligations bear
interest at the maximum rate permitted by the terms thereof and further assuming in the case of
obligations required to be redeemed or prepaid as to principal prior to Stated Maturity, the
principal amounts thereof will be redeemed prior to Stated Maturity in accordance with the
mandatory redemption provisions applicable thereto.
E. The term Depository shall mean an official depository bank of the Issuer.
F. The term Government Securities, as used herein, shall mean (i) direct noncallable
obligations of the United States, including obligations that are unconditionally guaranteed by, the
United States of America; (ii) noncallable obligations of an agency or instrumentality of the
United States, including obligations that are unconditionally guaranteed or insured by the agency
or instrumentality and that, on the date the governing body of the issuer adopts or approves the
proceedings authorizing the issuance of refunding bonds, are rated as to investment quality by a
nationally recognized investment rating firm not less than AAA or its equivalent;
(iii) noncallable obligations of a state or an agency or a county, municipality, or other political
subdivision of a state that have been refunded and that, on the date the governing body of the
issuer adopts or approves the proceedings authorizing the issuance of refunding bonds, are rated
as to investment quality by a nationally recognized investment rating firm not less than AAA or
its equivalent; or (iv) any additional securities and obligations hereafter authorized by the laws of
82365419.2 14
the State of Texas as eligible for use to accomplish the discharge of obligations such as the
Obligations.
G. The term Molder or Molders shall mean the registered owner, whose name
appears in the Security Register, for any Obligation.
H. The term Interest Payment Date shall mean the date interest is payable on the
Obligations, being February 1 and August 1 of each year, commencing August 1, 2016, while
any of the Obligations remain Outstanding.
I. The term Obligation Fund shall mean the special Fund created and established by
the provisions of Section 10 of this Ordinance.
J. The term Obligations shall mean the $1,020,000 "CITY OF SCHERTZ, TEXAS
TAX NOTES, SERIES 2015A" authorized by this Ordinance.
K. The term Ordinance shall mean this ordinance finally adopted by the Governing
Body of the Issuer on October 27, 2015.
L. The term Outstanding when used in this Ordinance with respect to Obligations
shall mean, as of the date of determination, all Obligations issued and delivered under this
Ordinance, except:
(1) those Obligations canceled by the Paying Agent/Registrar or delivered to the
Paying Agent /Registrar for cancellation;
(2) those Obligations for which payment has been duly provided by the Issuer in
accordance with the provisions of Section 21 of this Ordinance; and
(3) those Obligations that have been mutilated, destroyed, lost, or stolen and
replacement Obligations have been registered and delivered in lieu thereof as provided in
Section 17 of this Ordinance.
M. The term Purchasers shall mean the initial purchasers of the Obligations named in
Section 18 of this Ordinance.
N. The term Stated Maturity shall mean the annual principal payments of the
Obligations payable on August 1 of each year, as set forth in Section 2 of this Ordinance.
SECTION 10: Obligation Fund — Investments. For the purpose of paying the interest on
and to provide a sinking fund for the payment, redemption, and retirement of the Obligations,
there shall be and is hereby created a special Fund to be designated "TAX NOTES, SERIES
2015A, INTEREST AND SINKING FUND" (the Obligation Fund), which Fund shall be kept
and maintained at the Depository, and money deposited in such Fund shall be used for no other
purpose and shall be maintained as provided in Section 19. Authorized Officials of the Issuer are
hereby authorized and directed to make withdrawals from the Obligation Fund sufficient to pay
the principal of, premium, if any, and interest on the Obligations as the same become due and
payable and shall cause to be transferred to the Paying Agent /Registrar from money on deposit in
82365419.2 15
the Obligation Fund an amount sufficient to pay the amount of principal and/or interest stated to
mature on the Obligations, such transfer of funds to the Paying Agent /Registrar to be made in
such manner as will cause immediately available funds to be deposited with the Paying
Agent /Registrar on or before the business day next preceding each interest and principal payment
date for the Obligations.
Pending the transfer of funds to the Paying Agent /Registrar, money in any Fund created
and established by this Ordinance, at the option of the Issuer, may be placed in time deposits,
certificates of deposit, guaranteed investment contracts, or similar contractual agreements, as
permitted by the provisions of the :Public Funds Investment Act, as amended, Chapter 2256,
Texas Government Code, secured (to the extent not insured by the Federal Deposit Insurance
Corporation) by obligations of the type hereinafter described, or be invested, as authorized by
any law, including investments held in book -entry form, in securities including, but not limited
to, direct obligations of the United States of America, obligations guaranteed or insured by the
United States of America, which, in the opinion of the Attorney General of the United States, are
backed by its full faith and credit or represent its general obligations, or invested in indirect
obligations of the United States of America, including, but not limited to, evidences of
indebtedness issued, insured or guaranteed by such governmental agencies as the Federal. Land
Banks, Federal Intermediate Credit Banks, Banks for Cooperatives, Federal Home Loan Banks,
Government National Mortgage Association, Farmers Home Administration, Federal Home
Loan Mortgage Association, Small Business Administration, or Federal Housing Association;
provided that all such deposits and investments shall be made in such a manner that the money
required to be expended from such Fund will be available at the proper time or times. All
interest and income derived from deposits and investments in such Fund shall be credited to, and
any losses debited to, such Fund. All such investments shall be sold promptly when necessary to
prevent any default in connection with the Obligations.
SECTION 11: Tax Levy. To provide for the payment of the Debt Service Requirements
on the Obligations being (i) the interest on the Obligations and (ii) a sinking fund for their
redemption at Stated Maturity or a sinking fund of 2% (whichever amount shall be the greater),
there shall be and there is hereby levied for the current year and each succeeding year thereafter
while the Obligations or any interest thereon shall remain Outstanding, a sufficient tax, within
the limitations prescribed by law, on each one hundred dollars' valuation of taxable property in
the Issuer, adequate to pay such Debt Service Requirements, full allowance being made for
delinquencies and costs of collection; said tax shall be assessed and collected each year and
applied to the payment of the Debt Service Requirements, and the same shall not be diverted to
any other purpose. The taxes so levied and collected shall be paid into the Obligation Fund and
are thereafter pledged to the payment of the Obligations. The Governing Body hereby declares
its purpose and intent to provide and levy a tax legally and fully sufficient to pay such Debt
Service Requirements, it having been determined that the existing and available taxing authority
of the Issuer for such purpose is adequate to permit a legally sufficient tax in consideration of all
other outstanding indebtedness and other obligations of the Issuer.
SECTION 12: Deposits to Obligation Fund — Surplus Obligation. Proceeds. The Issuer
hereby covenants and agrees to cause to be deposited in the Obligation Fund prior to a principal
and interest payment date for the Obligations, from the annual levy of an ad valorem tax or from
other lawfully available funds, amounts sufficient to fully pay and discharge promptly each
82365419.2 16
installment of interest and principal of the Obligations as the same accrues or matures or comes
due by reason of Stated Maturity.
Accrued interest, if any, received from the Purchasers of the Obligations shall be
deposited to the Obligation Fund. In addition, any surplus proceeds from the sale of the
Obligations, including investment income thereon, not expended for authorized purposes, as
described in Section 1 hereof, shall be deposited in the Obligation Fund, and such amounts so
deposited shall reduce the sums otherwise required to be deposited in said Fund from ad valorem
taxes.
SECTION 13: Security of Funds. All money on deposit in the Funds for which this
Ordinance makes provision (except any portion thereof as may be at any time properly invested
as provided herein) shall be secured in the manner and to the fullest extent required by the laws
of the State of Texas for the security of public funds, and money on deposit in such Funds shall
be used only for the purposes permitted by this Ordinance.
SECTION 14: Remedies in Event of Default. In addition to all the rights and remedies
provided by the laws of the State of Texas, the Issuer covenants and agrees particularly that in
the event the Issuer (a) defaults in the payments to be made to the Obligation Fund or (b) defaults
in the observance or performance of any other of the covenants, conditions, or obligations set
forth in this Ordinance, the Holders of any of the Obligations shall be entitled to seek a writ of
mandamus issued by a court of proper jurisdiction compelling and requiring the governing body
of the Issuer and other officers of the Issuer to observe and perform any covenant, condition, or
obligation prescribed in this Ordinance.
No delay or omission to exercise any right or power accruing upon any default shall
impair any such right or power or shall be construed to be a waiver of any such default or
acquiescence therein, and every such right and power may be exercised from time to time and as
often as may be deemed expedient. The specific remedies herein provided shall be cumulative of
all other existing remedies and the specification of such remedies shall not be deemed to be
exclusive.
SECTION 15: Notices to Holders — Waiver. Wherever this Ordinance provides for
notice to Holders of any event, such notice shall be sufficiently given (unless otherwise herein .
expressly provided) if in writing and sent by United States mail, first -class postage prepaid, to
the address of each Holder as it appears in the Security Register at the close of business on the
business day next preceding the mailing of such notice.
In any case where notice to Holders is given by mail, neither the failure to mail such
notice to any particular Holders, nor any defect in any notice so mailed, shall affect the
sufficiency of such notice with respect to all other Holders. Where this Ordinance provides for
notice in any manner, such notice may be waived in writing by the Holder entitled to receive
such notice, either before or after the event with respect to which such notice is given, and such
waiver shall be the equivalent of such notice. Waivers of notice by Holders shall be filed with
the Paying Agent /Registrar, but such filing shall not be a condition precedent to the validity of
any action taken in reliance upon such waiver.
82365419.2 17
SECTION 16: Cancellation. All Obligations surrendered for payment, transfer,
exchange, or replacement, if surrendered to the Paying Agent /Registrar, shall be promptly
canceled by it and, if surrendered to the Issuer, shall be delivered to the Paying Agent/Registrar
and, if not already canceled, shall be promptly canceled by the Paying Agent /Registrar. The
Issuer may at any time deliver to the Paying Agent/Registrar for cancellation any Obligations
previously certified or registered and delivered which the Issuer may have acquired in any
manner whatsoever, and all Obligations so delivered shall be promptly canceled by the Paying
Agent /Registrar. All canceled Obligations held by the Paying Agent /Registrar shall be destroyed
as directed by the Issuer.
SECTION 17: Mutilated, Destroyed, Lost, and Stolen Obligations. If (1) any mutilated
Obligation is surrendered to the Paying Agent/Registrar, or the Issuer and the Paying
Agent /Registrar receive evidence to their satisfaction of the destruction, loss, or theft of any
Obligation, and (2) there is delivered to the Issuer and the Paying Agent /Registrar such security
or indemnity as may be required to save each of them harmless, then, in the absence of notice to
the Issuer or the Paying Agent/Registrar that such Obligation has been acquired by a bona fide
purchaser, the Issuer shall execute and, upon its request, the Paying Agent /Registrar shall register
and deliver, in exchange for or in lieu of any such mutilated, destroyed, lost, or stolen
Obligation, a new Obligation of the same Stated Maturity and interest rate and of like tenor and
principal amount, bearing a number not contemporaneously outstanding.
In case any such mutilated, destroyed, lost, or stolen Obligation has become or is about to
become due and payable, the Issuer in its discretion may, instead of issuing a new Obligation,
pay such Obligation.
Upon the issuance of any new Obligation or payment in lieu thereof, under this Section,
the Issuer may require payment by the Holder of a sum sufficient to cover any tax or other
governmental charge imposed in relation thereto and any other expenses (including attorney's
fees and the fees and expenses of the Paying Agent /Registrar) connected therewith.
Every new Obligation issued pursuant to this Section in lieu of any mutilated, destroyed,
lost, or stolen Obligation shall constitute a replacement of the prior obligation of the Issuer,
whether or not the mutilated, destroyed, lost, or stolen Obligation shall be at any time
enforceable by anyone, and shall be entitled to all the benefits of this Ordinance equally and
ratably with all other Outstanding Obligations.
The provisions of this Section are exclusive and shall preclude (to the extent lawful) all
other rights and remedies with respect to the replacement and payment of mutilated, destroyed,
lost, or stolen Obligations.
SECTION 18: Sale of Obligations - Purchase and Investment Letters Approval — Use of
Proceeds. The Obligations authorized by this Ordinance are hereby sold by the Issuer to
Texas (the Purchaser, having all the rights, benefits, and
obligations of a Holder), in accordance with the provisions of a Purchase and Investment Letter
(the Purchase Contract), dated October 27, 2015 attached hereto as Exhibit B and incorporated
hereby by reference as a part of this Ordinance for all purposes. The pricing and terms of the
sale of the Obligations are hereby found and determined to be the most advantageous reasonably
82365419.2 18
obtainable by the Issuer. The Initial Obligations shall be registered in the name of
. The Mayor of the Issuer is hereby authorized and directed to execute the
Purchase Contract for and on behalf of the Issuer and as the act and deed of this Governing
Body, and in regard to the approval and execution of the Purchase Contract, the Governing Body
hereby finds, determines and declares that the representations, warranties, and agreements of the
Issuer contained in the Purchase Contract are true and correct in all material respects and shall be
honored and performed by the Issuer. Delivery of the Obligations to the Purchasers shall occur
as soon as practicable after the adoption of this Ordinance, upon payment therefor in accordance
with the terms of the Purchase Contract.
Proceeds from the sale of the Obligations shall be applied as follows:
(1) Accrued interest, if any, received from the Purchasers shall be deposited into the
Obligation Fund.
(2) The balance of the proceeds derived from the sale of the Obligations (after paying
costs of issuance) shall be deposited into the special construction account or accounts created for
the projects to be constructed with the proceeds of the Obligations. This special construction
account shall be established and maintained at the Depository and shall be invested in
accordance with the provisions of Section 10 of this Ordinance. Interest earned on the proceeds
of the Obligations pending completion of construction of the projects financed with such
proceeds shall be accounted for, maintained, deposited, and expended as permitted by the
provisions of Chapter 1201, as amended, Texas Government Code, or as required by any other
applicable law. Thereafter, such amounts shall be expended in accordance with Section 12 of
this Ordinance.
SECTION 1.9: Covenants to Maintain Tax - Exempt Status.
A. Definitions. When used in this Section, the following terms have the following
meanings:
Closing Date shall mean the date of physical delivery of the Initial Obligations in
exchange for the payment in full by the Purchasers.
Code means the Internal Revenue Code of 1986, as amended by all legislation, if
any, effective on or before the Closing Date.
Computation Date has the meaning set forth in Section 1.148 -1(b) of the
Regulations.
Goss Proceeds means any proceeds as defined in Section 1.148 -1(b) of the
Regulations, and any replacement proceeds as defined in Section 1.148 -1(c) of the
Regulations, of the Obligations.
Investment has the meaning set forth in Section 1.148 -1(b) of the Regulations.
82365419.2 19
Nonpurpose Investment means any investment property, as defined in section
148(b) of the Code, in which Gross Proceeds of the Obligations are invested and which is
not acquired to carry out the governmental purposes of the Obligations.
Rebate Amount has the meaning set forth in Section 1.148 -1(b) of the
Regulations.
Regulations means any proposed, temporary, or final Income Tax Regulations
issued pursuant to sections 1.03 and 1.41 through 150 of the Code, and 1.03 of the Internal
Revenue Code of 1954, which are applicable to the Obligations. Any reference to any
specific Regulation shall also mean, as appropriate, any proposed, temporary or final
Income Tax Regulation designed to supplement, amend or replace the specific Regulation
referenced.
Yield of
(1) any Investment has the meaning set forth in Section 1.1.48 -5 of the
Regulations; and
(2) the Obligations has the meaning set forth in Section 1.1.48 -4 of the
Regulations.
B. Not to Cause Interest to Become Taxable. The Issuer shall not use, permit the use
of, or omit to use Gross Proceeds or any other amounts (or any property the acquisition,
construction or improvement of which is to be financed or refinanced directly or indirectly with
Gross Proceeds) in a manner which if made or omitted, respectively, would cause the interest on
any Obligations to become includable in the gross income, as defined in section 61 of the Code,
of the owner thereof for federal income tax purposes. Without limiting the generality of the
foregoing, unless and until the Issuer receives a written opinion of counsel nationally recognized
in the field of municipal bond law to the effect that failure to comply with such covenant will not
adversely affect the exemption from federal income tax of the interest on any Obligation, the
Issuer shall comply with each of the specific covenants in this Section.
C. No Private Use or Private Payments. Except to the extent that it will not cause the
Obligations to become "private activity bonds" within the meaning of section 141 of the Code
and the Regulations and rulings thereunder, the Issuer shall at all times prior to the last Stated
Maturity of Obligations:
(1) exclusively own, operate and possess all property the acquisition,
construction or improvement of which is to be financed or refinanced directly or
indirectly with Gross Proceeds of the Obligations, and not use or permit the use of such
Gross Proceeds (including all contractual arrangements with terms different than those
applicable to the general public) or any property acquired, constructed or improved with
such Gross Proceeds in any activity carried on by any person or entity (including the
United States or any agency, department and instrumentality thereof) other than a state or
local government, unless such use is solely as a member of the general public; and
82365419.2 20
(2) not directly or indirectly impose or accept any charge or other payment by
any person or entity who is treated as using Gross Proceeds of the Obligations or any
property the acquisition, construction or improvement of which is to be financed or
refinanced directly or indirectly with such Gross Proceeds, other than taxes of general
application within the Issuer or interest earned on investments acquired with such Gross
Proceeds pending application for their intended purposes.
D. No Private Loan. Except to the extent that it will not cause the Obligations to
become "private activity bonds" within the meaning of section 141 of the Code and the
Regulations and rulings thereunder, the Issuer shall not use Gross Proceeds of the Obligations to
make or finance loans to any person or entity other than a state or local government. For
purposes of the foregoing covenant, such Gross Proceeds are considered to be "loaned" to a
person or entity if: (i) property acquired, constructed or improved with such Gross Proceeds is
sold or leased to such person or entity in a transaction which creates a debt for federal income tax
purposes; (ii) capacity in or service from such property is committed to such person or entity
under a take -or -pay, output or similar contract or arrangement; or (iii) indirect benefits, or
burdens and benefits of ownership, of such Gross Proceeds or any property acquired, constructed
or improved with such Gross :Proceeds are otherwise transferred in a transaction which is the
economic equivalent of a loan.
E. Not to Invest at Higher Yield. Except to the extent that it will cause the
Obligations to become "arbitrage bonds" within the meaning of section 148 of the Code and the
Regulations and rulings thereunder, the Issuer shall not at any time prior to the final Stated
Maturity of the Obligations directly or indirectly invest Gross Proceeds in any Investment, if as a
result of such investment the Yield of any Investment acquired with Gross Proceeds, whether
then held or previously disposed of, materially exceeds the Yield of the Obligations.
F. Not Federally Guaranteed. Except to the extent permitted by section 149(b) of the
Code and the Regulations and rulings thereunder, the Issuer shall not take or omit to take any
action which would cause the Obligations to be federally guaranteed within the meaning of
section 149(b) of the Code and the Regulations and rulings thereunder.
G. Information Report. The Issuer shall timely file the information required by
section 149(e) of the Code with the Secretary of the Treasury on Form 8038 -G or such other
form and in such place as the Secretary may prescribe.
H. Rebate of Arbitrage Profits. Except to the extent otherwise provided in
section 148(f) of the Code and the Regulations and rulings thereunder:
(1) The Issuer shall account for all Gross Proceeds (including all receipts,
expenditures and investments thereof) on its books of account separately and apart from
all other funds (and receipts, expenditures and investments thereof) and shall retain all
records of accounting for at least six years after the day on which the last Outstanding
Obligation is discharged. However, to the extent permitted by law, the Issuer may
commingle Gross Proceeds of the Obligations with other money of the Issuer, provided
that the Issuer separately accounts for each receipt and expenditure of Gross Proceeds
and the obligations acquired therewith.
82365419.2 21
(2) Not less frequently than each Computation Date, the Issuer shall calculate
the Rebate Amount in accordance with rules set forth in section 148(f) of the Code and
the Regulations and rulings thereunder. The Issuer shall maintain such calculations with
its official transcript of proceedings relating to the issuance of the Obligations until six
years after the final Computation Date.
(3) As additional consideration for the purchase of the Obligations by the
Purchasers and the loan of the money represented thereby and in order to induce such
purchase by measures designed to insure the excludability of the interest thereon from the
gross income of the owners thereof for federal income tax purposes, the Issuer shall pay
to the United States out of the Obligation Fund or its general fund, as permitted by
applicable Texas statute, regulation or opinion of the Attorney General of the State of
Texas, the amount that when added to the future value of previous rebate payments made
for the Obligations equals (i) in the case of a Final. Computation Date as defined in
Section 1.148- 3(e)(2) of the Regulations, one hundred percent (100 %) of the Rebate
Amount on such date; and (ii) in the case of any other Computation Date, ninety percent
(90 %) of the Rebate Amount on such date. In all cases, the rebate payments shall be
made at the times, in the installments, to the place and in the manner as is or may be
required by section 148(f) of the Code and the Regulations and rulings thereunder, and
shall be accompanied by Form 8038 -T or such other forms and information as is or may
be required by section 148(f) of the Code and the Regulations and rulings thereunder.
(4) The Issuer shall exercise reasonable diligence to assure that no errors are
made in the calculations and payments required by paragraphs (2) and (3), and if an error
is made, to discover and promptly correct such error within a reasonable amount of time
thereafter (and in all events within one hundred eighty (180) days after discovery of the
error), including payment to the United States of any additional. Rebate Amount owed to
it, interest thereon, and any penalty imposed under Section 1.148 -3(h) of the Regulations.
I. Not to Divert Arbitrage Profits. Except to the extent permitted by section 148 of
the Code and the Regulations and rulings thereunder, the Issuer shall not, at any time prior to the
earlier of the Stated Maturity or final payment of the Obligations, enter into any transaction that
reduces the amount required to be paid to the United States pursuant to Subsection H of this
Section because such transaction results in a smaller profit or a larger loss than would have
resulted if the transaction had been at arm's length and had the Yield of the Obligations not been
relevant to either party.
J. Obligations Not Hedge Bonds.
(1) The Issuer reasonably expects to spend at least 85% of the spendable
proceeds of the Obligations within three years after such Obligations are issued.
(2) Not more than 50% of the proceeds of the Obligations will be invested in
Nonpurpose Investments having a substantially guaranteed Yield for a period of 4 years
or more.
82365419.2 22
K. Elections. The Issuer hereby directs and authorizes any Authorized Official,
either or any combination of the foregoing, to make such elections in the Certificate as to Tax
Exemption or similar or other appropriate certificate, form, or document permitted or required
pursuant to the provisions of the Code or the Regulations, as they deem necessary or appropriate
in connection with the Obligations. Such elections shall be deemed to be made on the Closing
Date.
SECTION 20: Control and Custody of Obligations. The Mayor shall be and is hereby
authorized to take and have charge of all necessary orders and records pending investigation by
the Attorney General of the State of Texas and shall take and have charge and control of the
Obligations pending their approval by the Attorney General of the State of Texas, the registration
thereof by the Comptroller of Public Accounts of the State of Texas and the delivery of the
Obligations to the Purchasers.
Furthermore, any Authorized Official, either or all, are hereby authorized and directed to
furnish and execute such documents relating to the Issuer and its financial affairs as may be
necessary for the issuance of the Obligations, the approval of the Attorney General of the State
of Texas and their registration by the Comptroller of Public Accounts of the State of Texas and,
together with the Issuer's financial advisors, Bond Counsel, and the :Paying Agent /Registrar,
make the necessary arrangements for the delivery of the Initial Obligations to the Purchasers and
the initial exchange thereof for definitive Obligations.
SECTION 21: Satisfaction of Obligation of Issuer. If the Issuer shall pay or cause to be
paid, or there shall otherwise be paid to the Holders, the principal of, premium, if any, and
interest on the Obligations, at the times and in the manner stipulated in this Ordinance, then the
pledge of taxes levied under this Ordinance and all covenants, agreements, and other obligations
of the Issuer to the Holders shall thereupon cease, terminate, and be discharged and satisfied.
Obligations, or any principal amount(s) thereof, shall be deemed to have been paid within
the meaning and with the effect expressed above in this Section when (i) money sufficient to pay
in full such Obligations or the principal amount(s) thereof at Stated Maturity, together with all
interest due thereon, shall have been irrevocably deposited with and held in trust by the Paying
Agent /:Registrar, or an authorized escrow agent, and /or (ii) Government Securities shall have
been irrevocably deposited in trust with the Paying Agent /Registrar, or an authorized escrow
agent, which Government Securities have, in the case of a net defeasance, been certified by an
independent accounting firm to mature as to principal and interest in such amounts and at such
times as will insure the availability, without reinvestment, of sufficient money, together with any
money deposited therewith, if any, to pay when due the principal of and interest on such
Obligations, or the principal amount(s) thereof, at the Stated Maturity thereof. In the event of a
gross defeasance of the Obligations, the Issuer shall deliver a certificate from its financial
advisor, the Paying Agent/Registrar, or another qualified third party concerning the deposit of
cash and /or Government Securities to pay, when due, the principal of, redemption premium (if
any), and interest due on any defeased Obligations. The Issuer covenants that no deposit of
money or Government Securities will be made under this Section and no use made of any such
deposit which would cause the Obligations to be treated as arbitrage bonds within the meaning of
section 148 of the Code (as defined in Section 19 hereof).
82365419.2 23
Any money so deposited with the Paying Agent/Registrar, and all income from
Government Securities held in trust by the Paying Agent /Registrar, or an authorized escrow
agent, pursuant to this Section which is not required for the payment of the Obligations, or any
principal amount(s) thereof, or interest thereon with respect to which such money has been so
deposited shall be remitted to the Issuer or deposited as directed by the Issuer. Furthermore, any
money held by the Paying Agent /Registrar for the payment of the principal of and interest on the
Obligations and remaining unclaimed for a period of three (3) years after the Stated Maturity of
the Obligations, such money was deposited and is held in trust to pay shall upon the request of
the Issuer be remitted to the Issuer against a written receipt therefor, subject to the unclaimed
property laws of the State of Texas.
SECTION 22: Printed Opinion. The Purchasers' obligation to accept delivery of the
Obligations is subject to its being furnished a final opinion of Fulbright & Jaworski LLP, San
Antonio, Texas, as Bond Counsel, approving certain legal matters as to the Obligations, said
opinion to be dated and delivered as of the date of initial delivery and payment for such
Obligations. Printing of a true and correct copy of this opinion on the reverse side of each of the
Obligations, with appropriate certificate pertaining thereto executed by facsimile signature of the
City Secretary of the Issuer is hereby approved and authorized.
SECTION 23: CUSIP Numbers. CUSIP numbers may be printed or typed on the
definitive Obligations. It is expressly provided, however, that the presence or absence of CUSIP
numbers on the definitive Obligations shall be of no significance or effect as regards the legality
thereof, and neither the Issuer nor attorneys approving said Obligations as to legality are to be
held responsible for CUSIP numbers incorrectly printed or typed on the definitive Obligations.
SECTION 24: Effect of Headings. The Section headings herein are for convenience only
and shall not affect the construction hereof.
SECTION 25: Ordinance a Contract; Amendments - Outstanding Obligations. The Issuer
acknowledges that the covenants and obligations of the Issuer herein contained are a material
inducement to the purchase of the Obligations. This Ordinance shall constitute a contract with
the Holders from time to time, shall be binding on the Issuer and its successors and assigns, and
shall not be amended or repealed by the Issuer so long as any Obligation remains Outstanding
except as permitted in this Section. The Issuer may, without the consent of or notice to any
Holders, from time to time and at any time, amend this Ordinance in any manner not detrimental
to the interests of the Holders, including the curing of any ambiguity, inconsistency, or formal
defect or omission herein. In addition, the Issuer may, with the written consent of Holders
holding a majority in aggregate principal amount of the Obligations then Outstanding affected
thereby, amend, add to, or rescind any of the provisions of this Ordinance; provided, however
that, without the consent of all Holders of Outstanding Obligations, no such amendment,
addition, or rescission shall (l) extend the time or times of payment of the principal of, and
interest on the Obligations, reduce the principal amount thereof, or the rate of interest thereon, or
in any other way modify the terms of payment of the principal of, or interest on the Obligations,
(2) give any preference to any Obligation over any other Obligation, or (3) reduce the aggregate
principal amount of Obligations required for consent to any such amendment, addition, or
rescission.
82365419.2 24
SECTION 26: Benefits of Ordinance. Nothing in this Ordinance, expressed or implied, is
intended or shall be construed to confer upon any person other than the Issuer, Bond Counsel,
Paying Agent/Registrar, and the Holders, any right, remedy, or claim, legal or equitable, under or
by reason of this Ordinance or any provision hereof, this Ordinance and all its provisions being
intended to be and being for the sole and exclusive benefit of the Issuer, :Bond Counsel, the
Paying Agent /Registrar, and the Holders.
SECTION 27: Inconsistent Provisions. All ordinances and resolutions, or parts thereof,
which are in conflict or inconsistent with any provision of this Ordinance are hereby repealed to
the extent of such conflict, and the provisions of this Ordinance shall be and remain controlling
as to the matters ordained herein.
SECTION 28: Construction of Terms. If appropriate in the context of this Ordinance,
words of the singular number shall be considered to include the plural, words of the plural
number shall be considered to include the singular, and words of the masculine, feminine or
neuter gender shall be considered to include the other genders.
SECTION 29: Governing. This Ordinance shall be construed and enforced in
accordance with the laws of the State of Texas and the United States of America.
SECTION 30: Severability. If any provision of this Ordinance or the application thereof
to any person or circumstance shall be held to be invalid, the remainder of this Ordinance and the
application of such provision to other persons and circumstances shall nevertheless be valid, and
the Governing Body hereby declares that this Ordinance would have been enacted without such
invalid provision.
SECTION 31: Incorporation of Preamble Recitals. The recitals contained in the
preamble hereof are hereby found to be true, and such recitals are hereby made a part of this
Ordinance for all purposes and are adopted as a part of the judgment and findings of the
Governing Body.
SECTION 32: Authorization of Pang Agent/Registrar Agreement. The Governing
Body of the Issuer hereby finds and determines that it is in the best interest of the Issuer to
authorize the execution of a Paying Agent /Registrar Agreement concerning the payment,
exchange, registration, and transferability of the Obligations. A copy of the Paying
Agent /Registrar Agreement is attached hereto, in substantially final form, as Exhibit A and is
incorporated by reference to the provisions of this Ordinance.
SECTION 33: Public Meeting. It is officially found, determined, and declared that the
meeting at which this Ordinance is finally 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 Ordinance, was given, all as required by Chapter 551, as amended, Texas
Government Code.
SECTION 34: Unavailability of Authorized Publication. If, because of the temporary or
permanent suspension of any newspaper, journal, or other publication, or, for any reason,
publication of notice cannot be made meeting any requirements herein established, any notice
required to be published by the provisions of this Ordinance shall be given in such other manner
82365419.2 25
and at such time or times as in the judgment of the Issuer or of the Paying Agent /:Registrar shall
most effectively approximate such required publication and the giving of such notice in such
manner shall for all purposes of this Ordinance be deemed to be in compliance with the
requirements for publication thereof.
SECTION 35: No Recourse Against Issuer Officials. No recourse shall be had for the
payment of principal of, premium, if any, or interest on any Obligation or for any claim based
thereon or on this Ordinance against any official of the Issuer or any person executing any
Obligation.
SECTION 36: Continuing Disclosure Undertaking.
Definitions. As used in this Section, the following terms have the meanings ascribed to
such terms below:
Rule means SEC Rule 15c2 -12, as amended from time to time.
SEC means the United States Securities and Exchange Commission.
The Obligations are being sold pursuant to a private placement with the Purchasers,
generally in denominations of $100,000 or any integral multiple of $5,000 in excess thereof, to
less than thirty -five sophisticated investors, and therefore SEC Rule 15c2 -12 is not applicable to
the offering of the Obligations. Accordingly, no contract to provide continuing disclosure
information after the issuance of the Obligations has been made by the Issuer with investors.
SECTION 37: Book - Entry System.
The Obligations may initially be registered so as to participate in a securities depository
system (the DTC System) with the Depository Trust Company, New York, New York, or any
successor entity thereto (DTC), as set forth herein. Each Stated Maturity of the Obligations shall
be issued (following cancellation of the Initial Obligations described in Section 7) in the form of
a separate single definitive Obligation. Upon issuance, the ownership of each such Obligation
shall be registered in the name of Cede & Co., as the nominee of DTC, and all of the Outstanding
Obligations shall be registered in the name of Cede & Co., as the nominee of DTC. The Issuer
and the Paying Agent /Registrar are authorized to execute, deliver, and take the actions set forth
in such letters to or agreements with DTC as shall be necessary to effectuate the DTC System,
including the Letter of Representations attached hereto as Exhibit C (the Representation Letter).
With respect to the Obligations registered in the name of Cede & Co., as nominee of
DTC, the Issuer and the Paying Agent/Registrar shall have no responsibility or obligation to any
broker - dealer, bank, or other financial institution for which DTC holds the Obligations from time
to time as securities depository (a Depository Participant) or to any person on behalf of whom
such a Depository Participant holds an interest in the Obligations (an Indirect Participant).
Without limiting the immediately preceding sentence, the Issuer and the Paying Agent/Registrar
shall have no responsibility or obligation with respect to (i) the accuracy of the records of DTC,
Cede & Co., or any Depository Participant with respect to any ownership interest in the
Obligations, (ii) the delivery to any Depository Participant or any other person, other than a
registered owner of the Obligations, as shown on the Security Register, of any notice with
82365419.2 26
respect to the Obligations, including any notice of redemption, or (iii) the delivery to any
Depository Participant or any Indirect Participant or any other Person, other than a Holder of an
Obligation, of any amount with respect to principal of, premium, if any, or interest on the
Obligations. While in the DTC System, no person other than Cede & Co., or any successor
thereto, as nominee for DTC, shall receive an Obligation evidencing the obligation of the Issuer
to make payments of principal, premium, if any, or interest on the Obligations pursuant to this
Ordinance. Upon delivery by DTC to the Paying Agent/Registrar of written notice to the effect
that DTC has determined to substitute a new nominee in place of Cede & Co., and subject to the
provisions in this Ordinance with respect to interest checks or drafts being mailed to the Holder,
the word "Cede & Co." in this Ordinance shall refer to such new nominee of DTC.
In the event that (a) the Issuer determines that DTC is incapable of discharging its
responsibilities described herein and in the Representation Letter, (b) the Representation Letter
shall be terminated for any reason, or (c) DTC or the Issuer determines that it is in the best
interest of the beneficial owners of the Obligations that they be able to obtain certificated
Obligations, the Issuer shall notify the Paying Agent/Registrar, DTC, and the Depository
Participants of the availability within a reasonable period of time through DTC of bond
certificates, and the Obligations shall no longer be restricted to being registered in the name of
Cede & Co., as nominee of DTC. At that time, the Issuer may determine that the Obligations
shall be registered in the name of and deposited with a successor depository operating a
securities depository system, as may be acceptable to the Issuer, or such depository's agent or
designee, and if the Issuer and the Paying Agent /Registrar do not select such alternate securities
depository system then the Obligations may be registered in whatever name or names the
Holders of Obligations transferring or exchanging the Obligations shall designate, in accordance
with the provisions hereof.
Notwithstanding any other provision of this Ordinance to the contrary, so long as any
Obligation is registered in the name of Cede & Co., as nominee of DTC, all payments with
respect to principal of, premium, if any, and interest on such Obligation and all notices with
respect to such Obligation shall be made and given, respectively, in the manner provided in the
Representation Letter.
SECTION 38: Further Procedures. The officers and employees of the Issuer are hereby
authorized, empowered and directed from time to time and at any time to do and perform all such
acts and things and to execute, acknowledge and deliver in the name and under the corporate seal
and on behalf of the Issuer all such instruments, whether or not herein mentioned, as may be
necessary or desirable in order to carry out the terms and provisions of this Ordinance, the initial
sale and delivery of the Obligations, the Paying Agent /Registrar Agreement, and the Purchase
Contract. In addition, prior to the initial delivery of the Obligations, any Authorized Official and
Bond Counsel are hereby authorized and directed to approve any technical changes or
corrections to this Ordinance or to any of the instruments authorized and approved by this
Ordinance necessary in order to (i) correct any ambiguity or mistake or properly or more
completely document the transactions contemplated and approved by this Ordinance, (ii) obtain a
rating from any of the national bond rating agencies, or (iii) obtain the approval of the
Obligations by the Texas Attorney General's office. In case any officer of the Issuer whose
signature shall appear on any certificate shall cease to be such officer before the delivery of such
82365419.2 27
certificate, such signature shall nevertheless be valid and sufficient for all purposes the same as if
such officer had remained in office until such delivery.
SECTION 39: Contracts with Financial Advisor and/or Bond Counsel. The City Council
authorizes the Mayor and /or the City Manager, or their designees, to take all actions necessary to
execute any necessary financial advisory contracts with Southwest Securities, Inc., as the
financial advisor to the City (the Financial Advisor). The City understands that under applicable
federal securities laws and regulations that the City must have a contractual arrangement with its
Financial Advisor relating to the sale, issuance, and delivery of the Obligations. In addition, the
City Council also authorizes the Mayor and/or the City Manager, or their designees, to take all
actions necessary to execute any necessary engagement agreement with Fulbright & Jaworski
LLP, as the Bond Counsel to the City.
SECTION 40: Accounting; Reports. The Issuer shall provide annually to the Purchasers,
for so long as they are the holder of the Bonds, within 210 days after the end of each fiscal year
ending in or after 2015, financial information and operating data with respect to the Issuer;
provided that such financial statements so to be provided shall be (1) prepared in accordance
with the generally accepted accounting principles, or such other accounting principles as the
Issuer may be required to employ from time to time pursuant to Texas law or regulations, and
(2) audited, if the Issuer commissions an audit of such statements and the audit is completed
within the period during which they must be provided. If the audit of such financial statements is
not complete within such period, then the Issuer shall provide (1) unaudited financial statements
for the applicable fiscal year within six months after the end of such fiscal year, and (2) audited
financial statements for the applicable fiscal year to the Purchasers when and if the audit report
on such statements become available.
SECTION 41: Issuer's Consent to Provide Information and Documentation to the Texas
MAC. The Municipal Advisory Council of Texas (the Texas MAC), a non -profit membership
corporation organized exclusively for non - profit purposes described in section 501(c)(6) of the
Internal Revenue Code and which serves as a comprehensive financial information repository
regarding municipal debt issuers in Texas, requires provision of written documentation regarding
the issuance of municipal debt by the issuers thereof. In support of the purpose of the Texas
MAC and in compliance with applicable law, the Issuer hereby consents to and authorizes any
Authorized Representative, Bond Counsel to the Issuer, and/or Financial Advisor to the Issuer to
provide to the Texas MAC information and documentation requested by the Texas MAC relating
to the Obligations; provided, however, that no such information and documentation shall be
provided prior to the Closing Date. This consent and authorization relates only to information
and documentation that is a part of the public record concerning the issuance of the Obligations.
SECTION 42: Effective Date. Pursuant to the provisions of Section 1201.028, as
amended, Texas Government Code, this Ordinance shall be effective immediately upon
adoption, notwithstanding any provision in the City's Home Rule Charter to the contrary
concerning a multiple reading requirement for the adoption of ordinances.
[The remainder of this page intentionally left blank.]
82365419.2 28
PASSED AND ADOPTED by the City Council of the City of Schertz, Texas, this the
27th day of October, 2015.
CITY OF SCHERTZ, TEXAS
Mayor
City Secretary
(CITY SEAL)
82365419.2 S-1
"O1 �I�M
Exhibit A .................................................................... Paying Agent/Registrar Agreement
Exhibit B .................................................................... Purchase Contract
Exhibit C .................................................................... DTC Letter of Representations
82365419.2 S-2
lWall
Paying Agent/Registrar Agreement
See Tab No.
82365419.2 A-1
Purchase Contract
See Tab No.
82365419.2 B -1
Imall
DTC Letter of Representations
See Tab No.
82365419.2 C-1
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department:
Engineering
Agenda No. 5
Subject: Ordinance No. 15 -D -35 An Ordinance by
the City Council of the City of Schertz,
Texas, Amending the Vehicular Weight Limit
on Schwab Road from FM 482 to 500 feet
toward IH 35. First Reading
BACKGROUND
Some months ago staff received an inquiry from a citizen about the intersection of Farm to
Market (FM) 482 and Schwab Road in the City of Schertz. The resident was concerned about the
large trucks turning from Schwab Road onto FM 482 and their ability to not make the turn
safely. After an investigation by Public Works and Engineering Staff, it was established that
heavy truck traffic is unable to safely maneuver through the intersection without encroaching
into oncoming lanes or leaving the driving surface and was creating an unsafe situation for other
vehicles passing through the intersection and is severely damaging the roadway.
Constraints exist within the right -of -way, including a drainage facility, overhead and
underground utilities, and multijurisdictional issues (City, Texas Department of Transportation,
Union Pacific Railroad, Army Corps of Engineers). These challenges prevent the road from
being improved at this time. In order to promote safety within the intersection until
improvements can be made, it is proposed that a vehicle weight limit be imposed on Schwab
Road in the vicinity of its intersection with FM 482.
It was recommended that a restriction on large trucks using this section of roadway be enacted.
The recommendation was supported by a vote of from the Transportation Safety Advisory
Commission (TSAC).
Staff has communicated with both Sysco and GE about the proposed restriction.
Goal
To help ensure the safety of vehicular traffic and appropriate use of intersections maintained by
the City.
Community Benefit
The restriction of access to the intersection by large, heavy trucks, vehicular safety at the
intersection will be promoted. Additionally, the need for frequent maintenance (patching) of the
pavement on Schwab Road will be significantly decreased.
Summary of Recommended Action
It is recommended by Staff to include this section of road in Section 86 -54, Vehicular Weight
Limit, of the City Code of Ordinances.
WLTG��On
The fiscal impact of $600 for signage will be paid out of FY 2015 -16 budget account 101 -359-
551.600 Street Maintenance.
RECOMMENDATION
Staff recommends Council approve, on first reading, Ordinance 15 -D -35 designating a vehicle
weight limit of 15,000 pounds on Schwab Road from the intersection of FM 482, 500 feet toward
IH 35 and thus amending the Code of Ordinances Section 86 -54, Vehicular Weight Limit.
ATTACHMENT
Ordinance No. 15 -D -35
Exhibit
AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
PROVIDING THAT THE CODE OF ORDINANCES OF THE CITY OF SCHERTZ,
TEXAS, BE AMENDED BY REVISING SECTION 86 -54, VEHICULAR WEIGHT
LIMITS ON ROADWAYS MAINTAINED BY THE CITY OF SCHERTZ; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, it has been established that a section of Schwab Road needs to be covered under
Section 86 -54 Vehicular Weight Limit of the City Code of Ordinance.
WHEREAS, it is recommended to add a 500 foot section of Schwab Road to the City Code of
Ordinances under Section 86 -54 Vehicular Weight Limit, protecting the intersection from
vehicles that cannot maneuver safely through the intersection of Schwab Road and Farm to
Market Road 482 and ensuring the safety of commuters and other travelers.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS:
Section 1. Section 86 -54 of the Code of Ordinances, Vehicular Weight Limits on
Roadways Maintained by the City of Schertz, Texas shall be amended to add the following:
Street Extent Weight Limit
Schwab Road from the intersection of FM 482, 15,000 pounds
Approximately 500 feet toward IH 35
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 Ordinance for all purposes and are adopted as a
part of the judgment and findings of the Council.
Section 3. All ordinances and codes, or parts thereof, which are in conflict or
inconsistent with any provision of this Ordinance authorized herein are hereby repealed to the
extent of such conflict, and the provisions of this Ordinance shall be and remain controlling as to
the matters resolved herein.
Section 4. This Ordinance shall be construed 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 Ordinance or the application thereof to any person
or circumstance shall be held to be invalid, the remainder of this Ordinance and the application
of such provision to other persons and circumstances shall nevertheless be valid, and the City
hereby declares that this Ordinance would have been enacted without such invalid provision.
Section 6. It is officially found, determined, and declared that the meeting at which
this Ordinance 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 Ordinance, was
given, all as required by Chapter 551, as amended, Texas Government Code.
Section 7. This Ordinance shall be effective upon the date of final adoption hereof
and any publication requited by law.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS, THAT
THIS ORDINANCE WAS PASSED and APPROVED on first reading, this day
of , 2015.
PASSED, APPROVED, and ADOPTED on second reading this day of ,
2015.
Mayor, Michael Carpenter
ATTEST:
City Secretary, Brenda Dennis
(CITY SEAL)
VEHICLE WEIGHT LIMIT AREA
City of Schertz
ORDINANCE NO. 15-D-35
SCHWAB ROAD EXHIBIT
Miles
0 0.05 0.1 0.2 0.3 0.4
2 1-�,: Pre-Warning Sign
1EWarning Sign
Agenda No. 6
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department: Fire
Subject: Resolution No. 15 -R -94 — A Resolution by
the City Council of the City of Schertz,
Texas authorizing the purchase of Self -
Contained Breathing Apparatuses (SCBA)
from HEAT Safety Equipment, LLC.
BACKGROUND
The Schertz Fire Department is charged with the responsibility of regional fire suppression,
protection and prevention. The Fire Department currently operates a fleet of 33 self - contained
breathing apparatus (SCBA) and related breathing equipment. This equipment allows firefighters
to safely enter hazardous environments to effect rescues and mitigate emergency situations. The
current units are in need of replacement due to age, normal wear and tear, as well as, they are no
longer compliant with the most recent National Fire Protection Association (NFPA) standards.
The City has partnered with regional agencies to ensure the provision of mutual aid, documented
in a Mutual Aid Agreement set forth by the Alamo Area Council of Governments (AACOG),
executed by the City on June 11, 2015. This agreement provides for cooperation among and
between parties in the form of personnel, equipment and other resources during an emergency,
and to help with recovery. Regional partners are utilizing Scott brand SCBAs, and the City of
San Antonio has certified personnel for servicing Scott SCBAs, which would effectively save the
City time and resources, as the units would not have to be sent out for maintenance and repair
once outside the warranty. This purchase will bring us into compliance with the current NFPA
standard.
In accordance with Section 252 of the Texas Local Government Code, the City solicited sealed
bids to procure Scott brand SCBAs. Two bids were received through this process and HEAT
Safety Equipment, LLC was the lowest responsible bidder and the bidder providing the best
value for the City, with a bid of $305,323.57. The second bid received was approximately
$50,000 higher.
The solicitation requested pricing for three line items in addition to the SCBA equipment: An Air
Compressor, Guardian Charge Station, and Storage System. After evaluating the costs, the City
does not intend to purchase these items as part of this resolution. Therefore, with the removal of
these items, the total purchase price for the SCBA equipment will be approximately
$261,867.99.
Community Benefit
The purchase of this SCBA equipment will serve to protect and promote safety, health and
welfare of emergency service personnel and the public. Additionally, with the standardization of
equipment, the City will be able to more effectively partner with regional agencies to provide
mutual aid.
FISCAL IMPACT
The fiscal impact of the purchase will not exceed $261,867.99. The replacement project began
in budget year 2014 -15 with the intent to purchase 1/3 of the SCBA equipment per year over a
three year span. There was a substantial cost savings in purchasing all of the equipment at one
time. For that reason, the amount budgeted for 2014 -15 was carried forward and combined with
an amount budgeted in 2015 -16.
RECOMMENDATION
The City recommends Council approval of Resolution 15 -R -94 to accept the bid submitted by
HEAT Safety Equipment, LLC, for SCBA equipment, with a total purchase price not to exceed
$261,867.99.
ATTACHMENTS
Resolution 15 -R -94
RESOLUTION NO. 15 -R -94
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING THE PURCHASE OF SELF -
CONTAINTED BREATHING APPARATUS FOR THE SCHERTZ FIRE
DEPARTMENT; AND OTHER MATTERS IN CONNECTION
THEREWITH
WHEREAS, the Schertz Fire Department is charged with the responsibility of regional
fire suppression, protection, and prevention; and
WHEREAS, in order to fulfill its mandated responsibility as set forth above, the City has
identified a need to purchase self - contained breathing apparatus (SCBA) equipment; and
WHEREAS, there is a need to maintain equipment standardization with regional
emergency services partners, and regional partners utilizing Scott brand SCBA equipment; and
WHEREAS, in accordance with Section 252 of the Texas Local Government Code, the
City solicited sealed bids to procure Scott brand SCBAs; and
WHEREAS, two bids were received through the sealed bidding process and HEAT
Safety Equipment, LLC was the lowest responsible bidder and the bidder providing the best
value for the City, with a bid of $261,867.99; and
WHEREAS, the City recommends acceptance of the bid submitted by HEAT Safety
Equipment, LLC.;
NOW, THEREFORE BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS THAT:
Section 1. The City Manager is hereby authorized to enter into an agreement to
purchase Scott brand SCBAs from HEAT Safety Equipment, LLC, with a total purchase amount
not to exceed $261,867.99.
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 construed 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
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 27th day of October 2015. .
Brenda Dennis, City Secretary
(CITY SEAL)
CITY OF SCHERTZ, TEXAS
Michael R. Carpenter, Mayor
-2-
CITY COUNCIL MEMORANDUM
City Council Meeting: October 27, 2015
Department:
Development Services
Agenda No. 7
Subject: Resolution No. 15 -R -98 — Consideration and/or
action approving a Resolution authorizing an Interlocal
Agreement with Schertz- Cibolo- Universal City
Independent School District (SCUCISD) regarding the
Natatorium. (B. James)
On September 10, 2013 the City Council approved Resolution 13 -R -66 authorizing an interlocal
agreement with SCUCISD regarding the Natatorium. This allowed the City to proceed with design of the
facility under the assumption that the school district would be utilizing the facility and providing funds to
the City for its use. The resolution noted that final terms on hours of use and specific improvements that
needed to be made to the facility to meet the District's needs would be forthcoming.
With the approval of the amendment to the construction management contract that provides for a
guaranteed maximum price, staff is able to provide an Interlocal agreement that provides for the hours of
use and facility standards and specific improvements to be made to the facility.
For 15 years, the school district will have use of 6 of the 8 lanes of the competition pool and exclusive use
of the locker facilities from 5:30 am to 9:30 am, Monday through Friday beginning on the first day of
school through the last day of school for swim team practice. They will have use of the natatorium,
excluding the community pool 3 times per year for swim meets. The facility will have seating for 300,
lockers for 120 people, starting blocks, an electronic timing system and scoreboard, and meet the
minimum facility requirements of the 2014 USA Swimming Rulebook.
FISCAL IMPACT
With approval of this Resolution, the City can anticipate an additional $1,650,000 for the natatorium
project with funds being paid monthly based on the percentage of project costs paid by the City. The
agreement allows the City to leverage its investment in the project for an additional $1.65 million from
the school district.
RECOMMENDATION
Approval of Resolution No. 15 -R -98
ATTACHMENTS
Resolution 13 -R -66
Resolution No. 15 -R -98
Interlocal Agreement
Preliminary Facility Use Agreement
RESOLUTION NO. 13 -R -66
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING A DEFINITIVE INTERLOCAL
AGREEMENT WITH SCHERTZ- CIBOLO- UNIVERSAL CITY
INDEPENDENT SCHOOL DISTRICT REGARDING A $1,650,000.00
CONTRIBUTION BY SCUCISD TO THE CITY FOR THE
NATATORIUM PROJECT IN EXCHANGE FOR A FIFTEEN YEAR
RENT FREE LEASE (FOR A SPECIFIED AMOUNT OF USAGE) OF THE
FACILITY TO SCUCISD, PROVIDED THAT THE CITY AND SCUCISD
ARE ABLE TO REACH FINAL AGREEMENT ON (1) THE SPECIFIC
TERMS OF THE LEASE INCLUDING THE NUMBER OF HOURS AND
USAGE ALLOWED AND (2) THE SPECIFIC IMPROVEMENTS THAT
THE CITY WILL MAKE TO THE NATATORIUM FACILITY IN ORDER
FOR THE FACILITY TO BE SUITABLE FOR USE BY SCUCISD'S
SWIM TEAMS, AND OTHER MATTERS IN CONNECTION
THEREWITH
WHEREAS, the City of Schertz (the "City ") desires to construct a natatorium (the
"Natatorium ") for use by residents of the City, which Natatorium will be funded in part from the
proceeds of bonds previously authorized by the citizens of the City; and
WHEREAS, the Schertz - Cibolo- Universal City Independent School District
( "SCUCISD ") desires to have access to the Natatorium for use by the SCUCISD swim teams;
and
WHEREAS, constructing the Natatorium in such a way that it will be suitable for use by
the SCUCISD swim teams will result in additional costs to the City; and
WHEREAS, SCUCISD desires to contribute $1,650,000.00 to the City for the
construction, maintenance, and operation of the Natatorium in exchange for the facility being
constructed in a manner to be suitable for use by SCUCISD's swim teams and a fifteen year rent
free lease (for a specified amount of usage) of the facility to SCUCISD; and
WHEREAS, the City and SCUCISD need to continue working together to reach final
agreement on (1) the specific terms of the lease including the number of hours and usage allowed
and (2) the specific improvements that the City will make to the Natatorium in order for the
facility to be suitable for use by SCUCISD's swim teams; and
WHEREAS, the City staff has recommended that the City enter into a definitive
interlocal agreement with SCUCISD regarding a $1,650,000.00 contribution by SCUCISD to the
City for the Natatorium in exchange for a fifteen year rent free lease (for a specified amount of
usage) of the Natatorium to SCUCISD, provided that the City and SCUCISD are able to reach
final agreement on (1) the specific terms of the lease including the number of hours and usage
allowed and (2) the specific improvements that the City will make to the Natatorium in order for
the facility to be suitable for use by SCUCISD's swim teams; and
50665160.1 1
WHEREAS, the City Council has determined that it is in the best interest of the City to
enter into such a definitive interlocal agreement with SCUCISD provided that such terms can be
agreed upon by the City and SCUCISD.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
"
Section 1. The City will enter into a definitive interlocal agreement with SCUCISD
regarding a $1,650,000.00 contribution by SCUCISD to the City for the Natatorium in exchange
for a fifteen year rent free lease (for a specified amount of usage) of the facility to SCUCISD,
provided that the City and SCUCISD are able to reach final agreement on (1) the specific terms
of the lease including the number of hours and usage allowed and (2) the specific improvements
that the City will make to the Natatorium in order for the facility to be suitable for use by
SCUCISD's swim teams. The definitive interlocal agreement shall be brought back to City
Council for final approval once the remaining terms have been finalized.
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 construed 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
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.
50665160.1 2
CTTY OF SCHE, RTZ M. XAS
If Michael R. Carpenter, Mayor
I=ti��T►y
re a ennis, City Secretary
50665160.1
RESOLUTION NO. 15 -R -98
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS AUTHORIZING AN INTERLOCAL AGREEMENT
WITH SCHERTZ- CIBOLO- UNIVERSAL CITY INDEPENDENT
SCHOOL DISTRICT (SCUCISD) REGARDING A $1,650,000.00
CONTRIBUTION BY SCUCISD TO THE CITY FOR THE
NATATORIUM PROJECT IN EXCHANGE FOR USE OF THE
FACILITY AT NO COST FOR A FIFTEEN YEAR PERIOD UNDER THE
TERMS OF A FACILITY USE AGREEMENT AND OTHER MATTERS
IN CONNECTION THEREWITH
WHEREAS, the City of Schertz (the "City ") desires to construct a natatorium (the
"Natatorium ") for use by residents of the City, which Natatorium will be funded in part from the
proceeds of bonds previously authorized by the citizens of the City; and
WHEREAS, the Schertz- Cibolo- Universal City Independent School District
( "SCUCISD ") desires to have access to the Natatorium for use by the SCUCISD swim teams;
and
WHEREAS, SCUCISD desires to contribute $1,650,000.00 to the City for the
construction, maintenance, and operation of the Natatorium in exchange for the facility being
constructed in a manner to be suitable for use by SCUCISD's swim teams at no cost, for a fifteen
year period under the terms of a facility use agreement; and
WHEREAS, the City approved Resolution 13 -R -66 authorizing the interlocal agreement
and directing the City and SCUCISD need to continue working together to reach final agreement
on (1) the specific terms of the lease including the number of hours and usage allowed and (2)
the specific improvements that the City will make to the Natatorium in order for the facility to be
suitable for use by SCUCISD's swim teams; and
WHEREAS, the City staff and SCUCISD have reached general agreement regarding a
$1,650,000.00 contribution by SCUCISD to the City for the Natatorium in exchange use of the
facility and improvements to be made to the facility as generally outlined in the attached
interlocal agreement subject to adjustments recommended by the City Manager and approved by
the City Attorney; and,
WHEREAS, the City Council has determined that it is in the best interest of the City to
enter into an interlocal agreement with SCUCISD.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
THAT:
Section 1. The City authorizes the City Manager to enter into the interlocal
agreement with SCUCISD regarding a the Natatorium in generally the form attached as Exhibit
A subject to adjustments recommended by the City Manager and approved by the City Attorney.
50665160.1 1
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 construed 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
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.
Section 8. PASSED AND ADOPTED, this 27th day of October, 2015.
CITY OF SCHERTZ, TEXAS
Michael R. Carpenter, Mayor
ATTEST:
Brenda Dennis, City Secretary
(CITY SEAL)
50665160.1 2
Exhibit A
Interlocal Agreement and Preliminary Facility Use Agreement
50665160.1
INTERLOCAL AGREEMENT BETWEEN THE CITY OF SCHERTZ, TEXAS AND
THE SCHERTZ- CIBOLO- UNIVERSAL CITY INDEPENDENT SCHOOL DISTRICT
REGARDING THE CONSTRUCTION AND USE OF A NATATORIUM
This Interlocal Agreement Between the City of Schertz, Texas and the Schertz- Cibolo-
Universal City Independent School District regarding the construction and use of a Natatorium
(the "Agreement ") is entered into between the City of Schertz, Texas, a Texas municipal
corporation (the "City "), and the Schertz- Cibolo- Universal City Independent School District,
a political subdivision of the State of Texas (the "District "), acting by and through its Board of
Trustees pursuant to authority granted under the Interlocal Cooperation Act, Chapter 791, Texas
Government Code, as the same may be amended from time to time, to be effective as of the date
on which the last Parry signs this Agreement (the "Effective Date "). The City and the District
are collectively referred to herein as the "Parties" and are each a "Party ".
WHEREAS, Chapter 791 of the Texas Government Code, as amended, titled Interlocal
Cooperation. Contracts, authorizes contracts between political subdivisions for the performance
of governmental functions and services;
WHEREAS, the City desires to construct a natatorium (Natatorium) for the use by
citizens of the City, which Natatorium will be funded in part from the proceeds of bonds
previously authorized by the citizens of the City; and
WHEREAS, the District desires to have access to the Natatorium for use by the District
swim teams; and
WHEREAS, in order for the Natatorium to be suitable for use by District Swim teams it
will have to include a competition pool, seating, locker rooms, a scoreboard, etc. ; and
WHEREAS, the District desires to contribute $1,650,000.00 to the City for use by the
District swim teams and certain exclusive rights of use by the District; and
WHEREAS, the Parties have determined that it is in the best interest of the residents of
both the City and the residents residing in areas served by the District to enter this Agreement;
and
NOW THEREFORE, in consideration of the mutual covenants and agreements herein
contained, the sufficiency of which are acknowledged, and subject to the terms and conditions
hereinafter set forth, the Parties agree as follows:
natatorium interlocal tds.v1.101615
I. Construction of the Natatorium by the City
1.1 The City shall have sole responsibility for the design, construction, operation and
maintenance of the Natatorium. The design, construction, operation and maintenance shall
accommodate the needs of the District for its swim teams.
1.2 To ensure the Natatorium meets the needs to the District it must include: seating for 300
spectators, locker facilities with 60 men's and 60 women's locker, starting blocks, electronic
timing system, scoreboard, and meet the minimum requirements of the USA Swimming 2014
Rulebook, article 103 Facilities Standards.
II. Payments from District to City
2.1 District shall contribute $1,650,000.00 to the. Payments will be made as follows monthly
following the commencement of construction based on the estimated percentage of project
completion, based on cost.
III. Use of the Natatorium by the District
3.1 The City agrees to allow the District exclusive use of the Natatorium, or portions thereof,
under the general terms and conditions set forth in the attached Preliminary Facility Use
Agreement, which is hereby incorporated as part of this Agreement. The specific terms and
conditions will be negotiated in good faith and approved by the parties upon completion of
construction and before operations begin. Upon completion of the project the District will work
with the City to provide parking for large events at the Natatorium by utilizing available parking
on District property, the terms for which will be included in the final Facility Use Agreement.
IV. Binding Effect; Benefiting Parties
4.1 This Agreement shall bind and benefit the respective Parties and their legal successors,
but shall not otherwise be assignable, in whole or in part, by either Party without first obtaining
the written consent of the other Party.
4.2 This Agreement inures to the benefit of and obligates only the Parties. No term or
provision of this Agreement shall benefit or obligate any person or entity not a Party to the
Agreement. The Parties shall cooperate fully in opposing any attempt by any third person or
entity to claim any benefit, protection, release, or other consideration under this Agreement.
V. Governmental Functions; Liability; No Waiver of Immunity or Defenses
5.1 Notwithstanding any provision to the contrary herein, this Agreement is a contract for
and with respect to the performance of governmental functions by governmental entities.
natatorium interlocal tds.v1101615 - 2 -
5. 1.1 The services provided for herein are governmental functions, and the City and the
District shall be engaged in the conduct of a governmental function while providing
and /or performing any service pursuant to this Agreement.
5.1.2 The relationship of the District and the City shall, with respect to that part of any
service or function undertaken as a result of or pursuant to this Agreement, be that of
independent contractors.
5.1.3 Nothing contained herein shall be deemed or construed by the Parties, or by any
third party, as creating the relationship of principal and agent, partners, joint ventures, or
any other similar such relationship between the Parties.
5.2 The District shall have no liability whatsoever for the actions of, or failure to act by, any
employees, contractors, subcontractors, agents, representatives, or assigns of the City in
connection with the construction, operation and maintenance of the Natatorium, except as stated
in 5.3 below. The City covenants and agrees, to the extent permitted by law, that the City shall
be solely responsible, as between the District and the City, for and with respect to any claim or
cause of action arising out of or with respect to any act, omission, or failure to act by the City or
its respective employees, contractors, subcontractors, agents, representatives, or assigns, in
connection with the construction, operation and maintenance of the Natatorium, except as stated
in 5.3 below.
5.3 The City shall have no liability whatsoever for the actions of, or failure to act by, any
employees, contractors, subcontractors, agents, representatives, or assigns of the District in
connection with the operation of the Natatorium or parts thereof, during use by, the District, its
employees, contractors, subcontractors, agents, representatives, or assigns. The District
covenants and agrees, to the extent permitted by law, that the District shall be solely responsible,
as between the District and the City, for and with respect to any claim or cause of action arising
out of or with respect to any act, omission, or failure to act by the District or its respective
employees, contractors, subcontractors, agents, representatives, or assigns, in connection with its
use of the Natatorium.
5.3 Each Party reserves and does not waive any defense available to it at law or in equity as
to any claim or cause of action whatsoever that may arise or result from or in connection with
this Agreement. This Agreement shall not be interpreted nor construed to give to any third party
the right to any claim or cause of action, and neither the City nor the District shall be held legally
liable for any claim or cause of action arising pursuant to or in connection with this Agreement
except as specifically provided herein or by law.
5.4 Neither Party waives or relinquishes any immunity or defense on behalf of itself, its
trustees, councilmembers, officers, employees, and agents as a result of the execution of this
Agreement and the performance of the covenants and agreements contained herein.
VI. Notices
6.1 All correspondence and communications concerning this Agreement shall be directed to:
natatorium interlocal tds.v1.101615 - 3 -
SCHERTZ: City of Schertz
1400 Schertz Parkway
Schertz, Texas 781.54
Attention: City Manager
With a copy to:
Denton, Navarro, Rocha, Bernal, Hyde & Zech, P.C.
2517 N. Main Avenue
San Antonio, Texas 78212
Attention: Charles E. Zech
DISTRICT: Schertz- Cibolo- Universal City Independent School District
1060 Elbel Road
Schertz, Texas 78154 -209
Attn: Superintendent of Schools
With a copy to: Walsh, Anderson, Gallegos, Green & Trevino, P.C.
100 N. E. Loop 410, Suite 900
San Antonio, Texas 7821.6
Attn: George E. Grimes, Jr.
Notices required hereunder shall be hand - delivered or sent by prepaid certified mail, return
receipt requested.
VII. Severability
7.1 If any provision of this Agreement shall be deemed void or invalid, such provision shall
be severed from the remainder of this Agreement, which shall remain in force and effect to the
extent that it does not destroy the benefit of the bargain.
VIII. Entire Agreement
8.1 This Agreement is the entire agreement between the City and the District as to the subject
matter hereof and supersedes any prior understanding or written or oral agreement relative to the
subject matter hereof. This Agreement may be amended only by written instrument duly
approved and executed by both Parties in accordance with the formalities of this Agreement.
IX. Governing Law; Venue
9.1 All Parties agree that this Agreement shall be construed under the laws of the State of
Texas, and obligations under the Agreement shall be performed in Guadalupe County, Texas. In
the event that any legal proceeding is brought to enforce this Agreement or any provision hereof,
the same shall be brought in the State District Court of Guadalupe County, Texas. The Parties
agree to submit to the jurisdiction of said court.
[ Signatures and acknowledgements on the following pages J
natatorium interlocal tds.v1.101615 - 4 -
SIGNATURE PAGE TO
INTERLOCAL AGREEMENT BETWEEN THE CITY OF SCHERTZ, TEXAS AND
THE SCHERTZ- CIBOLO- UNIVERSAL CITY INDEPENDENT SCHOOL DISTRICT
REGARDING THE CONSTRUCTION AND USE OF A NATATORIUM
The Parties hereto have executed this Agreement as of the dates set forth below to be effective as
of the Effective Date.
1411 1► eawle:iof 71toIJ►:I_[Cl
itz
John C. Kessel,
City Manager
THE STATE OF TEXAS §
COUNTY OF GUADALUPE §
This instrument was acknowledged before me on the day of ,
201, by John C. Kessel, the City Manager of the City of Schertz, Texas, a Texas municipal
corporation, on behalf of said City.
[ Seal ]
Notary Public in and for the State of Texas
50558090.5 S -1
SIGNATURE PAGE TO
INTERLOCAL AGREEMENT BETWEEN THE CITY OF SCHERTZ, TEXAS AND
THE SCHERTZ- CIBOLO- UNIVERSAL CITY INDEPENDENT SCHOOL DISTRICT
REGARDING THE CONSTRUCTION AND USE OF A NATATORIUM
SCHERTZ- CIBOLO- UNIVERSAL CITY INDEPENDENT SCHOOL DISTRICT
C
Greg Gibson,
Superintendent of Schools
THE STATE OF TEXAS §
COUNTY OF GUADALUPE §
This instrument was acknowledged before me on the day of ,
201, by Greg Gibson, the Superintendent of Schools of the Schertz- Cibolo- Universal City
Independent School District, a political subdivision of the State of Texas, on behalf of said
entity.
[ Seal ]
Notary Public in and for the State of Texas
50558090.5 S -2
EXHIBIT A
FACILITY USE AGREEMENT
[See attached]
50558090.5 A -1
Preliminary Facility Use Agreement
The District shall have use of 6 lanes of the competition pool and exclusive use of the
locker facilities in the Natatorium from 5:30 am to 9:30 am, Monday through Friday
beginning the first instruction day and ending the last instruction day of each school year
and any additional inclement weather make -up days for swim team practice.
With prior written or email approval from the District, the YMCA may utilize the
competition pool and lockers for other purposes when not in use by the District during
normal practice times (holidays, etc.)
The District shall have exclusive use of the Natatorium, exclusive of the community pool
for up to 3 swim meets during the school year. The :District shall coordinate the dates and
times of those meetings by August leach year.
The YMCA shall provide lifeguards during the above practice times and swim meets.
The District shall have the use of the facility as outlined above for 15 years beginning
from when the City informs the District the facility is available for use.
lei f M40111Ll[e I Ed 1 010 [Q17_1►`111/lu l
City Council Meeting: October 27, 2015
Department:
Engineering
Agenda No. 8
Subject: Resolution No. 15 -R -95 — A Resolution by
the City Council of the City of Schertz,
Texas, authorizing a contract with D &S
Concrete Contractors for construction of the
Woodland Oaks Retaining Wall.
Axe X" M11119K
A condition assessment was performed on the existing railroad tie retaining wall along the right
of way line at the northwest corner of the intersection of Woodland Oaks Drive and Woodbridge
Way. The wall was determined to be partially failing and in need of replacement. On March 10,
2015, City Council authorized a Professional Services Agreement with Lockwood, Andrews &
Newnam, Inc., (LAN) to design a replacement wall. On August 18, 2015, City Council
authorized a budget adjustment to fund the project with a total budget of $134,800 (Ordinance
15- R -26).
The construction project was publicly bid using the Competitive Sealed Bid Proposal Method.
Four bids were received for the project. Bids were reviewed and scored based on criteria
including cost, schedule, experience, qualifications, reputation, capability, safety record,
resources, corporate history and stability. Engineering and Public Works reviewed all bids and
recommend D &S Concrete Contractors (D &S) to perform the work. The design engineer's
Opinion of Probable Construction Cost was $119,570. D &S has proposed to perform the work
for $103,958.
The amended budget breakdown for the project is as follows:
Woodland Oaks Retaining Wall Construction Budget
Construction Phase Professional Services: $ 5,000
Construction: $103,958
Contingency: $ 25,842
Total: $134,800
Unused funds at the completion of the project will be returned to the General Fund.
Temporary construction easements have been secured from the three owners of properties
directly adjacent to the wall. No permanent easements are required since the wall is designed so
that any necessary maintenance can be accomplished fully within City right of way.
Once the contract is authorized, construction should begin within two to three weeks and will
take between 60 and 90 days.
Goal
Approve Resolution 15 -R -XX to authorize a construction contract with D &S Concrete
Contractors to replace the Woodland Oaks Retaining Wall.
Community Benefit
Construction of the new retaining wall will allow the sidewalk on Woodland Oaks Drive that has
been closed for over a year to be reopened. The new wall will be constructed of concrete and is
designed to have a long life with little maintenance required.
Summary of Recommended Action
Staff recommends Council approve contracting with D &S Concrete Contractors in an amount of
$103,958 for construction of the Woodland Oaks Retaining Wall.
FISCAL IMPACT
Funding for the project was approved by City Council through a budget adjustment (Ordinance
15- T -26). The fiscal impact of the project will not exceed $134,800.
Staff recommends Council approve Resolution 1.5 -R -95.
ATTACHMENTS
Resolution 15 -R -95
Bid Results
Contract and Proposal
11114 sJuntimirom �1
A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS
AUTHORIZING A CONSTRUCTION CONTRACT WITH D &S CONCRETE
CONTRACTORS RELATED TO THE WOODLAND OAKS RETAINING WALL
PROJECT AND OTHER MATTERS IN CONNECTION THEREWITH
WHEREAS, The City staff of the City of Schertz (the "City ") has recommended that the
City accept the bid proposal from D &S Concrete Contractors related to the Woodland Oaks
Retaining Wall; and
WHEREAS, City staff has received qualifications indicating that D &S Concrete
Contractors is qualified to provide such services for the City; and
WHEREAS, the City Council has determined that it is in the best interest of the City to
contract with pursuant to the recommendation made by Engineering and Public Works Staff.
1.301I8 I'll MOi]ILIV /107 Aim 1I no 1KeI11►•LK6I11►[41 1 we] 00:1weI1 me] MYO I 1a -.A M I9AI_
THAT:
Section 1. The City Council hereby authorizes the City Manager to execute and
deliver the contract with D &S Concrete Contractors related to the Woodland Oaks Retaining
Wall Project.
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 construed 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
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 27th day of October, 2015
Brenda Dennis, City Secretary
(CITY SEAL)
CITY OF SCHERTZ, TEXAS
Michael Carpenter, Mayor
-2-
CITY OF SCHERTZ
ATT19191 11 WAN mX91,11 54.40' a IFTA ILI I I 0106STA&A I 10191,011bli 9 191, 9140 9 10@0
I 1•�m-,
Bid Date: October 15, 2015
Engineer's Opinion of Probable Cost
$119,570.00
D&S Concrete Contractors
$103,958.00
Myers Concrete Construction, L.P.
$227,334.16
R.L. Rohde General Contracting, Inc.
$137,800.00
Pronto Sandblasting & Coating & Oil Field
Services, Inc.
$165,510.00
THE CITY OF SCHERTZ, TEXAS
,:
September 17, 2015
0..,..
1400 SCHERTZ PARKWAY
SCHERTZ, TEXAS 78154
TABLE OF CONTENTS
BIDDING AND CONTRACT REQUIREMENTS: PAGE
Request for Proposals RFP 1 -5
Location Exhibit LOC I
Price Proposal P I - 5
Standard Form of Agreement
SFA I
- 5
Performance Bond
PB 1-2
Payment Bond
PYB I
- 3
General Conditions of the Contract
GC 1 -52
Exhibit A: Insurance Requirements
INS 1
-5
Special Conditions
Technical Specifications
SC I -
164
Construction Plan
CP 1 -22
Geotechnical Report
GR I -
27
... �.
Lei � .
CONSTRUCTION OF WOODLAND OAKS RETAINING WALL
# 15- PW- 38 -C -02
Sealed Requests for Proposals (RFP) addressed to the Purchasing and Asset Management
Department will be received until October 15, 2015 at 11:00 AM, at 1400 Schertz
Parkway Building # 2, Schertz, Texas 78154. All Requests for Proposals must be in the
City of Schertz's possession on or before the scheduled date and time (no late RFP will
be accepted).
Respondents receiving a Request for Proposals notice in the mail, or reading the
announcement in the newspaper are advised that the RFP documents can be
obtained by contacting Purchasing and Asset Management, 1400 Schertz Parkway
Building # 2, Schertz, TX 78154 or by calling the Department at (210) 619 -1160.
Be advised that if your company downloaded the documents from the web page and is
contemplating responding to this RFP, you MUST register as a Schertz Vendor at
www,publicpurchase,com so any changes /additions via Addendum can be accessed by
your company. Vendor registration instructions can be found at www.schertz.com
(Departments /Purchasing /Open Bids/Vendor Registration Instructions). Any questions in
reference to these Proposals may be directed to Purchasing & Asset Management at (21.0)
619 -1160.
RFP responses received after the deadline will not be considered. The City shall evaluate
the .RFP on the basis of technical ability, experience, and ability to perform the work and
factors identified within the attached RFP solicitation.
The City of Schertz reserves the right to refuse and reject any or all responses, waive any
or all formalities or technicalities, accept the response or portions of the response
determined to be the best value and most advantageous to the City, and hold the
responses for a period of 1.20 days without taking action. The City of Schertz reserves the
right to accept responses from more than one firm determined to be the best option for the
City. Respondents are required to hold their responses firm for the same period of time.
Hand - delivered & Courier Submissions:
Purchasing & Asset Management Department
1400 Schertz :Parkway, Bldg. # 2, Schertz, TX 78154
A Pre- Submittal Conference will be held September 30, 2015 at 9:30 AM in the Public
Works Conference Room, 10 Commercial Place, Schertz, TX 78154. All prospective
respondents are encouraged to attend.
LABELING INSTRUCTIONS: Envelopes must be clearly marked:
CITY OF SCHERTZ REQUEST FOR PROPOSALS
CONSTRUCTION OF WOODLAND OAKS RETAINING WALL
# 15- PW- 38 -C -02
I. DEVIATION FROM SPECIFICATION / REQUIREMENTS
Please read the requirements thoroughly and be sure that your response complies with all
requirements /specifications noted. Any variation from the solicitation requirements /specifications
must be clearly indicated by letter, on a point -by -point basis, attached to and made a part of the
RFP. If no exceptions are noted, and you are the successful respondent, the City of Schertz will
require that the service(s) be provided as specified.
II. PURPOSE
The purpose of these specifications /requirements and RFP documents are to award a Construction
Agreement for:
CONSTRUCTION OF WOODLAND OAKS RETAINING WALL
1011.1.9011
The construction services to be provided under the RFP /Proposals shall be in accordance with and
shall meet all specifications and /or requirements as shown in this solicitation for Request for
Proposals (RFP). There is no intention to disqualify any respondent who can meet the
requirements.
1.1 9 '
RFP shall be submitted in a sealed envelope as referenced on the attached solicitation. One (1)
signed original marked "ORIGINAL ", five (5) complete sets marked "COPY 1 ", "COPY 2 ",
etc. and one (1) DVD or USB of the response is to be submitted complete with all supporting
documentation. RFP WILL be accepted in person, by United States Mail, or by private courier
service. RFP WILL NOT be accepted via oral communication, telephone, electronic mail,
telegraphic transmission, or facsimile transmission. RFP may be withdrawn prior to the above
scheduled time set for closing. Alterations made before RFP closing must be initiated by
respondents guaranteeing authenticity. Submittal of a response to this RFP constitutes an offer by
the respondent. Once submitted, the RFP becomes the property of the City of Schertz and as such
the City reserves the right to use any ideas contained in any response regardless of whether that
respondent /firm is selected. Submission of a proposal in response to this solicitation, by any
respondent, shall indicate that the respondent(s) has accepted the conditions contained in the RFP,
unless clearly and specifically noted in the RFP submitted and confirmed in the contract between
the City and the successful respondent. RFP which do not comply with these requirements may
be rejected at the option of the City. RFP must be filed with the City of Schertz before the
deadline day and hour. No late RFP will be accepted. They will be returned to respondent
unopened (if properly identified). Failure to meet RFP requirements may be grounds for
disqualifying a proposal.
Hand - delivered & Courier Submissions:
Purchasing & Asset Management Department
1400 Schertz Parkway, Bldg. # 2, Schertz, TX 78154
a 6 0
The City of Scheitz (the "City") invites the submittal of responses to this RFP from qualified
firms interested in providing construction services in connection with the construction of the
Woodland Oaks Retaining Wall. This project generally consists of a) removal of an existing
railroad tie retaining wall; b) construction of a cast in place retaining wall (the "Project").
PIJUV14-CLI-Plall Uld7vings Ulm wC11111cal spcU111CUL1011s uJaL 111ay VC Uirwillcu 19,7 ]JILCICSwu V1(
the preparation • any bids and proposals that may • submitted in response to this RFP. The
Instructions to Bidders provided with this RFP provide instructions and information for
prospective bidders to obtain copies of the drawings and specifications.
A. LOCATION
The Project is located at the northwest comer of Woodland Oaks Drive and Woodbridge
Way, in Schertz, Texas 78154. A vicinity map detailing the general location of the
Project site is attached to this RFP.
The City proposes to retain a highly qualified, capable firm to act as its general contractor for the
construction of the Project using the Sealed Proposal delivery method authorized by chapter 2269
of the Texas Government Code. Firms who participate in this RFP process are sometimes referred
to as "Bidders", "Respondents" and "Offerors". The City will give prime consideration to the
Bidders with significant, current experience in the management and construction of similar
projects. Experience in civil construction with specific experience in the construction of cast in
place retaining walls is essential. Pursuant to its statutory authority, the City reserves the right to
negotiate with a selected Respondent but shall not be obligated to enter into any contract with any
Respondent on any terms or conditions,
0 -1 �# �1 �
The City anticipates the scope of work to consist of the following responsibilities:
The selected offeror will be the general contractor for the Project, which is the construction of
Woodland Oaks Retaining Wall. This project consists of a) removal of an existing railroad tie
retaining wall; b) construction of a 1,394 square foot cast in place concrete retaining wall; c)
removal and reconstruction of wood fence, sidewalk, curb and gutter; d) removal of existing
streetlight, relocation of conduit, and reconstruction of light base (the "Project") and all other
work and appurtenances necessary for the complete Project. The Project is designed and will be
constructed so as to meet all applicable federal, state, and local accessibility standards.
The selected Offeror will be also responsible for: obtaining all applicable permits and inspections;
providing all necessary performance and payment bonds and insurance certificates; and providing
the City with all warranties for all equipment installed.
The selected Offeror may be requested to work with the City's engineer to provide some
preconstruction services including, but not limited to, value engineering. Construction Services
may include, but not necessarily be limited to, all work associated with construction,
maintenance, and warranty of the facility.
A detailed depiction and description of the work to be performed for the project can be
ascertained from the drawings and specifications published in connection with this RFP. The
City's estimated maximum construction budget is approximately $118,000. This includes all
incidental and contingent expenses associated with the construction of the Project.
I -
Offerors should prepare a proposal responsive to all information requested in this RFP.
The City will use a selection committee to evaluate the proposals. The City's selection committee
will rank the Offerors based on the information provided and in accordance with the selection
criteria contained in this RFP. The City will notify each Offeror of the rankings within 45 days of
bid opening. The City will then negotiate with highest ranked Offeror on contract terms and
conditions. If a contract cannot be successfully negotiated with the highest ranked Offeror, in the
opinion of the City, negotiations will be terminated and the City will proceed to negotiate with
the next highest ranked Offeror until a mutually agreed contract can be negotiated.
kl�M DI a Kay I I IN
The selection criteria used to evaluate the RFP responses will include, but not be limited to, the
following (items listed below are not listed in order of importance):
1. The Cost of the Work (weighted at 45%).
2. Proposed Schedule/Contract Time (weighted at 10%).
3. The qualifications, reputation, capability and past performance of the contractor and the
contractor's subcontractors (if any) on similar projects (weighted at 10%).
4. The overall qualifications, reputation, capability, safety record, and financial capability of
the contractor (weighted at 10%).
5. The contractor's past relationship and experience with the City of Schertz or other public
entities (weighted at 5%).
6. The available resources to complete project. This criterion would include personnel,
resources and methodologies commonly used by the firm that may be applicable to the
project categories (weighted at 10%).
7. The Contractor's corporate history and stability. This criterion includes the historical
stability, corporate structure, history of litigation or arbitration, and a statement of any
liquidated damages that have previously been withheld by public owner clients of the
Offeror on projects in the last five (5) years. (weighted at 5%).
8. References (weighted at 5%).
Offerors shall include with the proposal all information and qualifications to allow the City's
selection committee to evaluate the proposal in accordance with this section and the evaluation
criteria listed here. The City reserves the right to request additional post-proposal information
from any or all Offerors to assist in evaluating the proposal based on the selection criteria. The
City reserves the right to reject any and all proposals. The City reserves the right to waive any or
all irregularities in proposals.
mum"
Item
Weighting
1. Cost of the Work
45%
2. Proposed Schedule /Contract Time
10%
3. Past Performance on Similar Projects
10%
4. Overall Qualifications, Reputation, etc.
10%
5. Past Relationship with Schertz & Public Owners
5%
6. Available Resources to Complete the Project
10%
7. Corporate History and Stability
5%
8. References
5%
XI. PREPARATION OF RFP
Responses MUST give full firm name and address of respondent, and be manually signed.
Failure to do so will disqualify your submittal. The person signing the response must show title or
AUTHORITY TO BIND FIRM IN A CONTRACT. Firm name and authorized signature must
appear on each page that calls for this information. The legal status of the Respondent /Bidder
whether corporation, partnership, or individual, shall also be stated in the submittal. A
corporation shall execute the submittal by its duly authorized officers in accordance with its
corporate by -laws and shall also list the state in which it is incorporated. A partnership
Respondent/Bidder shall give full names and business addresses of all partners. All partners shall
execute the submittal. Partnership and Individual Respondent /Bidder shall state in the submittal
the names and addresses of all persons with a vested interest therein. The place of residence of
each respondent/ bidder, or the office address in the case of a firm or company, with county and
state and telephone number, shall be given after the signature. Any costs associated with
assembling this submittal will be at the sole expense of the respondent.
XII. CONTRACT
Successful Bidder shall be required to execute an Agreement with the City, provided as an
attachment to this RFP.
THE CITY OF SCHERTZ RESERVES THE RIGHT TO REFUSE AND REJECT ANY
OR ALL RFP AND TO WAIVE ANY OR ALL FORMALITIES OR TECHNICALITIES,
AND TO MAKE SUCH AWARDS OF CONTRACT AS MAY BE DEEMED TO BE THE
BEST VALUE AND MOST ADVANTAGEOUS TO THE CITY OF SCHERTZ.
END OF DOCUMENT
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WOODLAND
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WOODLAND OAKS U 5B
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City of Schertz
Woodland Oaks Retaining Wall
PRICE PROPOSAL
A partnership consisting of
An individual doing business as
TO THE CITY OF SCHERTZ:
a corporation
Pursuant to Request for Proposals, the undersigned proposes to furnish all labor and
materials as specified and perform the work required for the WOODLAND OAKS
RETAINING WALL in accordance with the Plans and Specifications for the following
prices to wit:
ITEM
NO.
SPEC NO.
ITEM DESCRIPTION (UNIT PRICE TO BE
WRITTEN IN WORDS)
UNIT
QTY.
UNIT PRICE
IN FIGURES
TOTAL IN
FIGURES
1.01
1.02
1.03
01.502 -1
01.555 -1
01.570 -1.
MOBILIZATION
Dollars
LS
LS
LS
1
1
1
and Cents
TRAFFIC CONTROL AND REGULATION
Dollars
and Cents
STORMWATER POLLUTION PREVENTION
PLAN
Dollars
and Cents
P - I
City of Schertz
Woodland Oaks Retaining Wall
1.04
1.05
1.06
1.07
1.08
1.09
02233 -1
01740 -1
02221 -1
02221 -2
02233 -2
02631 -1
REMOVE FENCE
Dollars
LF
LF
SY
LS
ACRE
LF
156
156
141
1
0.05
6
$
$
and Cents
FURNISH AND INSTALL WOOD FENCE
Dollars
and Cents
REMOVE SIDEWALK
Dollars
and Cents
REMOVE RETAINING WALL
Dollars
and Cents
CLEARING AND GRUBBING
Dollars
and Cents
6" AWWA C900 PVC PIPE
Dollars
and Cents
P -2
City of Schertz
Woodland Oaks Retaining Wall
1.10
1.11
1.12
1.13
1.14
1.15
02632 -1
02771 -1
02775 -1
02835 -1
02922 -1
TXDOT
432 -6001
NYOPLAST 8" INLINE DRAIN AND COVER
Dollars
EA
LF
SY
SF
SY
CY
1
73
175
1,394
333
7
$
$
and Cents
CONCRETE CURB AND GUTTER
Dollars
and Cents
CONCRETE SIDEWALK
Dollars
and Cents
RETAINING WALL
Dollars
and Cents
SODDING
Dollars
and Cents
CONCRETE RIPRAP (4" THICK}
Dollars
and Cents
P -3
City of Schertz
Woodland Oaks Retaining Wall
1.16
1.17
TXDOT
610 -6002
TXDOT
644 -6068
RELOCATE RD IL ASM (SHOE -BASE)
Dollars
EA
EA
1
1
$
$
and Cents
RELOCATE SM RD SN SUP &AM TY
10BWG
Dollars
and Cents
TOTAL PRICE
1. Complete the additional requirements of the Proposal which are included on the
following pages.
2. Respondent must return pages P -1 through. P -4 with this Proposal. Any and all Addenda
which are issued by the City with appropriate signatures acknowledging receipt shall be
attached to and made a part of this Proposal.
3. The Work included in this Proposal shall be Substantially Complete, as defined in the
General Conditions within 90 calendar days from issuance of the Notice to Proceed.
ADDITIONAL RESPONDENT INFORMATION
Complete the additional requirements of the Proposal. All blanks must be filled in for the
Proposal to be considered responsive. If a question is not applicable, put the words "not
applicable" in the space provided.
1. What similar public works projects has your company completed?
Owner
Owner's Phone
Number
Project
Description
Date Completed
Contract Amount
City of Schertz
Woodland Oaks Retaining Wall
BID PROPOSAL
Accompanying this proposal is a Bid Bond or Certified or Cashier's, Check on a State or National Bank
payable to the Order of the City of Schertz, Texas for
dollars ($ ), which amount represents five percent (5 %) of the total bid price.
Said bond or check is to be returned to the Respondent unless the proposal is accepted and the
Respondent fails to execute and file a contract within 10 calendar days after the award of the Contract, in
which case the check shall become the property of said City of Schertz, Texas, and shall he considered as
payment for damages due to delay and other inconveniences suffered by said City of Schertz, Texas due
to the failure of the Respondent to execute the contract. The City of Schertz, Texas reserves the right to
reject any and all proposals.
It is anticipated that the Owner will act on this proposal within 45 calendar days after the proposal
opening. Upon acceptance and award of the contract to the undersigned by the Owner, the undersigned
shall execute standard City of Schertz, Texas Contract Documents and make Performance and Payment
Bonds for the full amount of the contract within 10 calendar days after the award of the Contract to secure
proper compliance with the terms and provisions of the contract, to insure and guarantee the work until
final completion and acceptance, and the guarantee period stipulated, and to guarantee payment of all
lawful claims for labor performed and materials furnished in the fulfillment of the contract.
It is anticipated that the Owner will provide written Authorization to Proceed within 10 days after the
award of the Contract.
The Contractor hereby agrees to commence work under this Contract immediately after issuance by the
City of Schertz, Texas of the written Authorization to Proceed and to complete the work within 90
calendar days from the Notice to Proceed. Under no circumstances shall the work commence prior to
Contractor's receipt of City of Schertz, Texas issued, written Authorization to Proceed.
The undersigned certifies that the proposal prices contained in the proposal have been carefully checked
and are submitted as correct and final.
In completing the work contained in this proposal the undersigned certifies that Respondent's practices
and policies do not discriminate on the grounds of race, color, religion, sex or national origin and that the
Respondent will affirmatively cooperate in the implementation of these policies and practices.
Signed:
Company Name
Authorized Company Signature
Name Printed
Address
City, State, Zip
Telephone
P -5
MKIKAOIM I I
1;10 ILIATA I K-11
This Agreement is made and entered into as of the day of 2015 by and
between the:
KOMIM"
The City of Schertz
1.400 Schertz Parkway
Schertz, Texas 78154
210.619. 1000 t
210.619.1009 f
and
"CONTRACTOR"
[name of Contractor]
[address]
[phone and fax numbers]
for the following Project:
Woodland Oaks Retaining Wall # 15-PW-38-C-02
The ENGINEER for the Project is
Lockwood, Andrews & Newnam, Inc.
10101 Reunion Place
Suite 200
San Antonio, Texas 78216
210.499.5082 t
210.499.5157 f
SFA - 1
1.0 THE WORK OF THIS CONTRACT
Unless otherwise provided in these Contract Documents, the CONTRACTOR shall be responsible
for performing or causing to be performed all Work including labor and materials, necessary to build,
construct, erect and equip in accordance with the Contract Documents and at its own proper cost and
expenses to furnish all the materials, supplies, machinery, equipment, tools, superintendence, labor,
insurance, and other accessories and services necessary to complete the said construction, in
accordance with the conditions and prices stated in the Proposal attached hereto.
The Contract Documents for this Project include this Standard Form of Agreement and the following
documents, if applicable:
Addenda issued by ENGINEER
General Conditions
Performance and Payment Bonds
Request for Proposal and Contract Forms
Technical. Specifications
Drawings
2.0 CONTRACT TIME AND COMPLETION
§ 2.1 The date of commencement of the Work shall be stated in a Notice to Proceed issued by the
OWNER
§ 2.2 Contract Time
§2.2.1 The Contract Time shall be measured from the date of commencement.
§2.2.2 Time is of the essence in all phases of the Work. It is specifically understood and agreed to
by and between OWNER and CONTRACTOR that time is of the essence in the substantial
completion of the Work, and that failure to substantially complete the Work within the designated
period, or as it may be extended, shall be construed as a breach of this Agreement.
§ 2.3 Substantial Completion
The CONTRACTOR shall achieve Substantial Completion of the entire Work not later than 60
calendar days from the date of commencement, subject to and adjustments of this Contract Time as
provided in the Contract Documents and Changer Orders modifying and extending this Agreement.
§ 2.4 Liquidated Damages
The CONTRACTOR acknowledges and recognizes that the OWNER is entitled to full and beneficial
occupancy and use of the completed work following expiration of the Contract Time. The
CONTRACTOR further acknowledges and agrees that, if the CONTRACTOR fails to substantially,
or cause the Substantial. Completion of any portion of the Work within the Contract time, the
OWNER will sustain actual damages as a result of such failure. The exact amount of such damages
will be difficult to ascertain. Therefore, the OWNER and CONTRACTOR agree that, if the
CONTRACTOR shall neglect, fail, or refuse to achieve substantial completion of the Work by the
Substantial. Completion date, subject to proper extension granted by the OWNER, then the
CONTRACTOR agrees to pay the OWNER the sum of
Two hundred fifty dollars ($250) per day.
for each day in which such Work is not completed, not as penalty, but as liquidated damages, for the
damages ( "Liquidated Damages ") that would be suffered by OWNER as a result of delay for each
and every calendar day that the CONTRACTOR shall have failed to have completed the Work as
required herein. The Liquidated Damages shall be in lieu of any and all other damages which may be
incurred by OWNER as a result of the failure of CONTRACTOR to complete within the Contract
Time.
§ 2.5 FINAL COMPLETION
§ 2.5.1 Timely final completion is an essential condition of this contract. CONTRACTOR agrees to
achieve final completion of the Work within 30 days of the designated or extended substantial
completion date. The date of Substantial Completion shall be fixed by this Agreement, unless
modified by Change Order, and memorialized by a Certificate of Substantial Completion as provided
in the General Conditions to this Agreement.
§ 2.5.2 Final. Completion means actual completion of the Work, including any extras or Change
Orders reasonably required or contemplated under the Contract Documents other than warranty work
that may be required pursuant to the Contract Documents.
3.0 CONTRACT SUM
§ 3.1 The OWNER shall pay the CONTRACTOR the Contract Sum in current funds for the
CONT:RACTOR's performance of the Contract. The Contract Sum shall be [insert written total]
([insert numerical total]) subject to additions and deductions as provided in the Contract Documents.
§ 3.2 The Contract Sum is based upon the following alternates, if any, which are described in the
Contract Documents and are hereby accepted by the OWNER:
[alternate if any]
[alternate if any]
§ 3.3 Unit prices, if any:
[insert any unit price items and descriptions] [or add reference to Proposal with unit prices and
estimated quantities]
Item
Units and Limitations Price Per Unit ($0.00)
[unity [arie]
SFA - 3
4.0 PAYMENT
§ 4.1 APPLICATIONS FOR PAYMENT
Each Application for Payment shall be based on the most recent schedule of values submitted by the
CONTRACTOR in accordance with the Contract Documents. The schedule of values shall allocate
the entire Contract Amount among the various portions of the Work. The schedule of values shall be
prepared in such form and supported by such data to substantiate its accuracy as the ENGINEER and
OWNER may require. This schedule, unless objected to by the ENGINEER or OWNER, shall be
used as a basis for reviewing the CONTRACTOR's Applications for Payment.
§ 4.1.1 Applications for Payment shall show the percentage of completion of each portion of the
Work as of the end of the period covered by the Application for Payment. Unless otherwise noted,
application for payment shall be done on a monthly basis.
§ 4.1.2 Subject to other provisions of the Contract Documents, the amount of each progress payment
shall be computed as follows:
.1 Take that portion of the Contract Sum properly allocable to completed Work as
determined by multiplying the percentage completion of each portion of the Work by
the share of the Contract Sum allocated to that portion of the Work in the schedule of
values, less retainage of qT n) percent ( t10.0,0 %). Pending final determination of
cost to the OWNER of changes in the Work, amounts not in dispute shall be
included;
.2 Add that portion of the Contract Sum properly allocable to materials and equipment
delivered and suitably stored at the site for subsequent incorporation in the completed
construction (or, if approved in advance by the OWNER, suitably stored off the site
at a location agreed upon in writing), less retainage of < <Ten >% percent ( c <1 : f1 '))
.3 Subtract the aggregate of previous payments made by the OWNER; and
.4 Subtract amounts, if any, for which the ENGINEER has withheld or nullified a
Certificate for Payment.
§ 4.1.3 The progress payment amount determined in accordance with Section 5.1.6 shall be further
modified under the following circumstances:
.1 Add, upon Substantial Completion of the Work, a sum sufficient to increase the total
payments to the full amount of the Contract Sum, less such amounts as the
ENGINEER shall determine for incomplete Work, retainage applicable to such work
and unsettled claims; and
.2 Add, if final completion of the Work is thereafter materially delayed through no fault
of the CONTRACTOR, any additional amounts payable.
§ 4.1.4 Reduction or limitation of retainage, if any, shall be as follows:
§ 4.1.5 Except with the OWNER's prior approval, the CONTRACTOR shall not make advance
payments to suppliers for materials or equipment which have not been delivered and stored at the
site.
§ 4.2 FINAL PAYMENT
§ 4.2.1 Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by
the OWNER to the CONTRACTOR when
.1 the CONTRACTOR has fully performed the Contract except for the
CONTRACTOR's responsibility to correct Work as provided in the General
Conditions, and to satisfy other requirements, if any, which extend beyond final
payment; and
.2 a letter of Final Acceptance has been issued by the ENGINEER and accepted by the
OWNER.
§ 4.2.2 The OWNER's final payment to the CONTRACTOR shall be made no later than 30 days
after the Work has been completed and accepted by the OWNER, in writing, following the issuance
of the ENGINEER's final Certificate for Payment:
This Agreement is entered into as of the day and year written above ("The Date of Execution"):
By: _
Title:
By: _
Title:
SFA - 5
Rn Rn Article Page
Number &Title Number
L. DEFINITIONS . ........................................................................................................................ 2
3. CONTRACT DOCUMENTS: ONTENT, AMENDING, REUSE . ........................................... 0
4. AVAILABILITY ()pLANDS; SUBSURFACE AND PHYSICAL
CONDITIONS; REFERENCE POINTS . ................................................................................. 0
5. BONDS AND INSURANCE ................................................................................................... l2
7. OTHER WORK ........................................................................................................................ 27
8. OWNER'S RESPONSIBILITIES ............................................................................................. 28
q. ENGINEER/ARCHITECT'S STATUS DURING CONSTRUCTION .................................... 29
lO. CHANGES DN THE WORK . ................................................................................................... 3O
l[ CHANGE OF CONTRACT AMOUNT . ................................................................................. 32
l2. CHANGE (]F CONTRACT TIMES . ....................................................................................... 34
13. TESTS AND INSPECTIONS; AND CORRECTION
()Q. REMOVAL ()F DEFECTIVE WORK . ............................................................................. 37
15. SUSPENSION (lF WORK AND TERMINATION ---------------------..4h
lh. DISPUTE RESOLUTION ........................................................................................................ 40
l7. RIGHT TO AUDIT .................................................................................................................. 49
18. MISCELLANEOUS -------------------------------------. 50
Whenever used in these General Conditions or in the other Contract Documents, the
following terms have the meanings indicated which are applicable to both the singular and
plural thereof:
1.1 Addenda - Written or graphic instruments issued prior to the receipt of Proposals or
the opening of Bids that clarify, correct or change the proposal or bidding requirements or the
Contract Documents.
1.2 Agreement - Prescribed form, Standard Form of Agreement.
1.3 Bid Documents - The advertisement or invitation for bids, instructions to bidders,
the bid form, the Contract Documents and Addenda.
1.4 Calendar Day - Any day of the week; no days being excepted. Work on Saturdays,
Sundays, and/or Legal Holidays shall only be conducted with prior express written consent of
the OWNER.
1.5 Change Directive - A written directive to the CONTRACTOR, signed by the OWNER,
ordering a change in the Work and stating a proposed basis for adjustment, if any, in the
Contract Amount or Contract Time, or both. A Change Directive may be used in the absence
of total agreement on the terms of a Change Order. A Change Directive does not change the
Contract Amount or Contract Time, but is evidence that the parties expect that the change
directed or documented by a Change Directive will be incorporated in a subsequently issued
Change Order.
1.6 Change Orders - Written agreements entered into between the CONTRACTOR and the
OWNER authorizing an addition, deletion, or revision to the Contract, issued on or after
the Execution Date of the Agreement and within the Contract term.
1.7 Claim - A written demand seeking, as a matter of right, adjustment or interpretation
of Contract terms, payment of money, extension of time or other relief with respect to the terms
of the Contract.
1.8 Contract - The Contract represents the entire and integrated agreement between the
OWNER and the CONTRACTOR for performance of the Work, as evidenced by the Contract
Documents.
1.9 Contract Amount - The amount payable by the OWNER to the CONTRACTOR for
completion of the Work in accordance with the Contract Documents.
1.10 Contract Documents — Invitation to Bid, Instructions to Bidders, General Conditions,
Supplemental General Conditions (if any), Special Conditions (if any), Technical
Specifications, Project Manual, Drawings, Addenda and Change Orders.
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1.11 Contract Time - The number of days allowed for completion of the Work as
defined by the Contract. When any period is referred to in days, it will be computed to
exclude the first and include the last day of such period. A day of twenty -four (24) hours
measured from midnight to the next midnight will constitute a day.
1.12 CONTRACTOR - The individual, firm, corporation, or other business entity with
whom the OWNER has entered into the Contract.
1.13 Date of Execution - Date of last signature of the parties to the Agreement.
1.14 Drawings - Those portions of the Contract Documents which are graphic
representations of the scope, extent and character of the Work to be furnished and performed
by the CONTRACTOR and which have been approved by the OWNER. Drawings may
include plans, elevations, sections, details, schedules and diagrams. Shop Drawings are not
Drawings as so defined.
1.15 Engineer - The OWNER's design professional identified as such in the Contract.
1.16 Equal - The terms "equal" or "approved equal" shall have the same meaning.
1.1.7 Field Order - A written order issued by Owner's Representative which orders minor
changes in the Work and which does not involve a change in the Contract Amount or the
Contract Time.
1.18 Final. Acceptance - The stage in the Contract process when, in the OWNER's opinion,
Final Completion of the Work has been attained and a Certificate of Acceptance approved by
the OWNER is issued.
1.19 Final. Completion - The stage in the progress of the Work when, in the OWNER's
opinion, the entire Work has been completed, the CONTRACTOR's obligations under the
Contract Documents have been fulfilled, and the OWNER is processing or has made final
payment to the CONTRACTOR, as evidenced by a Certificate of Acceptance approved by
the OWNER.
1.20 Inspector - The authorized representative of any regulatory agency that has jurisdiction
over any portion of the Work.
1.21 Legal Holidays
1.22 The following are recognized by the OWNER:
Holiday
New Year's Day
Martin Luther King, Jr.'s
Birthday
Date Observed
January 1
Third Monday
in January
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President's Day Third Monday in February
Memorial Day Last Monday in May
Independence Day July 4
Labor Day First Monday
in September
Veteran's Day November 1.1.
Thanksgiving Day Fourth Thursday
in November
Friday after Friday after
Thanksgiving Thanksgiving
Christmas Eve December 24
Christmas Day December 25
1.22.1 If a Legal Holiday falls on Saturday, it will be observed on the preceding Friday. If a
Legal Holiday falls on Sunday, it will be observed on the following Monday.
1.22.2 If Christmas Eve falls on a Saturday or a Sunday, the preceding Friday is observed as
the Christmas Eve holiday.
1.22.3 If Christmas Day falls on a Saturday or a Sunday, the following Monday is observed as
the Christmas Day holiday.
1.23 Milestones - A significant event specified in the Contract Documents relating to an
intermediate completion date or time prior to Substantial Completion of all the Work.
1.24 Notice to Proceed - A Written Notice given by the OWNER to the CONTRACTOR
fixing the date on which the Contract Times will commence to run and on which the
CONTRACTOR shall start to perform the CONTRACTOR's obligations under the Contract
Documents.
1.25 OWNER — The City of Schertz, acting through its City Manager or his /her designee,
officers, agents or employees to administer design and construction of the Project.
1.26 Owner's Representative - The designated representative of the OWNER. Such
designation shall be provided to ENGINEER and CONTRACTOR in writing.
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1.27 Partial Occupancy or Use - Use by the OWNER of a partially completed part of the
Work for the purpose for which it is intended (or a related purpose) prior to Substantial
Completion of all the Work.
1.28 Project - The total construction of which the Work to be provided under the Contract
Documents may be the whole, or a part, as indicated elsewhere in the Contract Documents.
1.29 Project Manual - That portion of the Contract Documents which may include the
following: introductory information; bidding requirements, Contract forms and General and
Supplemental General Conditions; General Requirements; Specifications; Drawings; Project
Safety Manual; and Addenda.
1.30 Proposal Documents — The advertisement or invitation for Proposals, Instruction to
Offerors, the Proposal form, the Contract Documents and Addenda.
1.31 Resident Project Representative - The authorized representative of ENGINEER who
may be assigned to the site or any part thereof..
1.32 Shop Drawings - All drawings, diagrams, illustrations, schedules and other data or
information which are specifically prepared or assembled by or for the CONTRACTOR
and submitted by the CONTRACTOR as required by the Contract Documents.
1.33 Specifications - Those portions of the Contract Documents consisting of written
technical descriptions as applied to the Work, which set forth to the CONTRACTOR, in
detail, the requirements which must be met by all materials, equipment, construction systems,
standards, workmanship, equipment and services in order to render a completed and useful
project.
1.34 Substantial Completion - The stage in the progress of the Work when the Work, or
designated portions thereof, is sufficiently complete in accordance with the Contract
Documents so that the OWNER can utilize the Work for its intended purpose or use.
1.35 Subcontractor - An individual, firm, or corporation having a direct contract with the
CONTRACTOR for the performance of a part of the Work.
1.36 Sub - subcontractor - A person or entity who has a direct or indirect contract with a
Subcontractor to perform a portion of the Work.
1.37 Superintendent - The representative of the CONTRACTOR authorized in writing to
receive and fulfill instructions from Owner's Representative, and who shall supervise and
direct construction of the Work.
1.38 Supplier - An individual or entity having a direct contract with the CONTRACTOR
or with any Subcontractor to furnish materials or equipment to be incorporated in the Work
by the CONTRACTOR or any Subcontractor.
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1.39 Time Extension Request - A request for time extension on a form acceptable to the
OWNER.
1.40 Work - The entire completed construction, or the various separately identifiable parts
thereof, required to be furnished under the Contract Documents.
1.41 Working Day - Any day of the week, not including Saturdays, Sundays, or Legal
Holidays, in which conditions not under the CONTRACTOR's control will permit work for
at least seven (7) hours of the Working Times. Upon authorization by the Owner's
Representative, work on Saturdays, Sundays and /or Legal Holidays may be allowed and in
that event a Working Day will be counted for each such day.
1.42 Working Times imes - Times of day(s) during which work may be performed. Unless
authorized by OWNER, all Work shall be performed between 8:00 a.m. and 5:00 p.m. on
weekdays. If authorized by the OWNER between 8:00 a.m. and 5:00p.m. on Saturdays,
Sundays or Legal Holidays. When the CONTRACTOR has been authorized to perform Work
during hours outside Working Times, such hours shall be considered time worked on
Working Day contracts. Notwithstanding the preceding, emergency work may be done
without prior permission only as provided in paragraph 6.11.5 herein.
1.43 Written. Notice - Written communication between the OWNER and the
CONTRACTOR. Written Notice shall be deemed to have been duly served if delivered in
person to Owner's Representative or to the CONTRACTOR's duly authorized representative,
or if such Written Notice is delivered to or sent by registered or certified mail to the attention
of Owner's Representative or to the CONTRACTOR's duly authorized representative at the last
business address known to the party giving notice. Written Notice sent or transmitted by
electronic mail or facsimile must be actually received to be considered delivered and to comply
with notice requirements herein. Transmission done by electronic mail or facsimile does not
constitute delivery.
ARTICLE 2 - PRELIMINARY MATTERS
2.1 Delivery of Agreement, Bonds, Insurance, and Other Documentation:
2.1.1 Within ten (10) Calendar Days after written notification of award of Contract, the
CONTRACTOR shall deliver to the OWNER signed Agreement, Bond(s), Insurance
Certificate(s) and other documentation required for execution of the Contract.
2.2 Copies of Documents:
2.2.1 The OWNER shall furnish to the CONTRACTOR three (3) printed copies of the
Contract Documents and one (1) copy in electronic portable document format (PDF) unless
otherwise specified. Additional printed copies will be furnished, upon request, at the cost of
reproduction.
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2.3 Commencement of Contract Times; Notice to Proceed:
2.3.1 The Contract Time(s) will begin to run on the day indicated in the Notice to Proceed.
2.4 Before Starting Construction:
2.4.1 No Work shall be done at the site prior to the preconstruction conference without
the OWNER's approval. Before undertaking each part of the Work, the CONTRACTOR
shall carefully study and compare the Contract Documents and check and verify pertinent
figures shown thereon and all applicable field measurements. The CONTRACTOR shall
promptly report in writing to OWNER & ENGINEER any conflict, error, ambiguity or
discrepancy which the CONTRACTOR may discover and shall obtain a written interpretation
or clarification from ENGINEER before proceeding with any Work affected thereby. Should
Contractors perform the Work after discovery of such a conflict without reporting the conflict
or before receipt of a clarification or interpretation by Engineer, Contractor will be solely liable
for any correction or other measures that may be required to overcome the conflict or bring the
Work into compliance with the Contract Documents.
2.4.2 The CONTRACTOR shall submit the following to Owner's Representative for
review and approval no later than the preconstruction conference:
.1 a preliminary progress schedule indicating the times (number of days or dates)
for starting and completing the various stages of the Work, including any
Milestones specified in the Contract Documents, identifying when all
Subcontractors will be utilized, and taking into consideration any limitations on
Working Hours;
.2 a preliminary schedule of Shop Drawing and sample submittals;
.3 a preliminary schedule of values for all of the Work, subdivided into component
parts in sufficient detail to serve as the basis for progress payments during
construction. Such prices will include an appropriate amount of overhead and profit
applicable to each item of Work;
.4 a letter designating CONTRACTOR's Superintendent;
.5 a letter from the CONTRACTOR and Subcontractor(s) listing any salaried
specialists;
.6 if applicable, a letter designating the "Competent Person(s)" on general safety
and trench safety measures;
.7 if applicable, a trench safety system plan;
.8 if applicable, a plan illustrating proposed locations of temporary facilities;
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.9 if applicable, a traffic control plan;
.10 a completed Non -Use of Asbestos Affidavit (Prior to Construction); and
.11 if applicable, a letter designating the Texas Registered Professional Land Surveyor
that shall be employed for any portion of the Work required by the Contract
Documents to be performed by a RPLS.
2.5 Preconstruction Conference:
2.5.1 Prior to commencement of Work at the site, a preconstruction conference attended
by the CONTRACTOR, Owner's Representative and others will be held.
3.1 Intent:
3.1.1 The intent of the Contract Documents is to include all information necessary for the
proper execution and completion of the Work by the CONTRACTOR. The Contract
Documents are complementary, and what is required by one shall be as binding as if
required by all; performance by the CONTRACTOR shall be required to the extent consistent
with the Contract Documents and reasonably inferable from them as being necessary to
produce the intended results. In cases of disagreement, the following order of precedence shall
govern (top item receiving priority of interpretation):
Standard Form of Agreement
Addenda to the Contract Documents
General Conditions
Performance and Payment Bonds
Request for Proposal and any Contract Forms
Technical Specifications
Drawings (figured dimensions shall govern over scaled dimensions)
3.1.2 Unless otherwise stated in the Contract Documents, words which have well -known
technical or construction industry meanings are used in the Contract Documents in accordance
with such recognized meanings.
3.2 Reporting and Resolving Discrepancies:
3.2.1 If, during the performance of the Work, the CONTRACTOR discovers any conflict,
error, ambiguity or discrepancy within the Contract Documents or between the Contract
Documents and any provisions of any such law or regulation applicable to the performance
of the Work or of any such standard, specification, manual or code or instructions of any
Supplier, the CONTRACTOR shall immediately report it to ENGINEER in writing, and the
CONTRACTOR shall not proceed with the Work affected thereby until an amendment or
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supplement to the Contract Documents has been issued by one of the methods indicated in
section 3.3. The CONTRACTOR shall be liable to the OWNER for failure to report any
such conflict, error, ambiguity or discrepancy of which the CONTRACTOR knew or
reasonably should have known.
3.3 Amending and Supplementing Contract Documents:
3.3.1 The Contract Documents may be amended to provide for additions, deletions and
revisions in the Work or to modify the terms and conditions thereof in one or more of the
following ways:
.1 Change Order.
.2 Change Directive.
3.3.2 In addition, the requirements of the Contract Documents may be supplemented, and
minor variations and deviations in the Work may be authorized, in one or more of the following
ways:
.1 Field Order.
.2 Review of a Shop Drawing or sample.
.3 Written interpretation or clarification.
3.4 Reuse of Documents Prohibited:
3.4.1 The CONTRACTOR and any Subcontractor or Supplier or other person or
organization performing or furnishing any of the Work under a direct or indirect contract with
the OWNER: (i) shall not have or acquire any title to or ownership rights in any of the
Drawings, Specifications or other documents (or copies of any thereof) prepared by or
bearing the seal of ENGINEER or ENGINEER's consultants, and (ii) shall not reuse any of
such Drawings, Specifications, other documents or copies on extensions of the Project or
any other project without written consent of the OWNER and ENGINEER.
ARTICLE 4 - AVAILABILITY OF LANDS: SUBSURFACE AND PHYSICAL
CONDITIONS, REFERENCE POINTS
4.1 Availability of Lands:
4.1.1 The OWNER shall furnish, as indicated in the Contract Documents, all required
rights to use the lands upon which the Work is to be performed, rights -of -way and easements
for access thereto, and such other lands which are designated for the use of the
CONTRACTOR. The OWNER shall identify any encumbrances or restrictions not of general
application but specifically related to use of lands so furnished with which the
CONTRACTOR will have to comply in performing the Work. Easements for permanent
structures or permanent changes in existing facilities will be obtained and paid for by the
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OWNER, unless otherwise provided in the Contract Documents. If the OWNER fails to
furnish these lands, rights -of -way or easements in a timely manner, the CONTRACTOR may
make a Claim for adjustments in the Contract Times. The CONTRACTOR shall provide for
all additional lands and access thereto that may be required for temporary construction
facilities or storage of spoils, materials and equipment.
4.2 Subsurface and Physical Conditions:
4.2.1 CONTRACTOR accepts the responsibility to satisfy itself as to the soil conditions and
nature and type of geological formations in and through which this Project will be constructed.
Such information as may be obtained from the test borings (if borings have provided) and
accompanying notations shown on the plans is merely for the guidance of the CONTRACTOR
and is not to be construed in any manner as a guarantee by the OWNER that such conditions of
sub - surface strata are infallible.
4.2.2 The CONTRACTOR hereby represents and covenants that it has examined the site of
the proposed Work and is familiar with all of the conditions surrounding construction of
the Project, having conducted all inquiries, tests and investigations deemed necessary and
proper.
4.2.3 CONTRACTOR waives any and all rights to make a claim against OWNER relating to
representations related to geotechnical data provided in the contract documents, plans and
specifications. The locations of the test holes, if applicable, are shown in the Geotechnical
Report. Logs of these test holes are included in the Geotechnical Report. Test holes
information represents subsurface characteristics to the extent indicated and only for the point
location of the test hole. CONTRACTOR shall make its own interpretation of the character and
condition of the materials, which will be encountered. CONTRACTOR may, at its own
expense, make additional surveys and investigations as it may deem necessary to determine
conditions, which will affect performance of the Work.
4.2.4 If conditions are encountered at the site which are (1) subsurface or otherwise
concealed physical conditions that differ materially from those indicated in the Contract
Documents or (2) unknown physical conditions of an unusual nature, that differ materially
from those normally encountered in the type of work being performed under this Contract,
then notice by the observing party shall be given to the other party promptly before conditions
are disturbed and in no event later than seven (7) calendar days after first observance of the
conditions. ENGINEER will promptly investigate such conditions and, if they differ materially
and cause an increase or decrease in the CONTRACTOR's cost of, or time required for,
performance of any part of the Work, may recommend an equitable adjustment in the
Contract Amount or Contract Time, or both. If ENGINEER determines that the conditions at
the site are not materially different from those indicated in the Contract Documents and that no
change in the terms of the Contract is justified, the CONTRACTOR shall be notified in
writing, stating the reasons. If CONTRACTOR disagrees with ENGINEER'S determination,
CONTRACTOR may appeal such determination to OWNER. Such appeal must be presented
to OWNER with all supporting documentation evidencing CONTRACTOR'S claim for an
adjustment to the Contract Amount or Contract Time within thirty (30) calendar days of
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completing the Work. Any unresolved disputes arising from ENGINEER'S OR OWNER'S
determination shall be resolved in accordance with Article 16.
4.2.5 Notwithstanding any other provision of this Contract, the CONTRACTOR shall be
solely responsible for the location and protection of any and all public lines and utility
customer service lines in the Work area. For the purposes of this section, "public lines" means
the all utility distribution and supply system within public rights -of -way or easements, and
"utility customer service lines" (service) means any utility line connecting a utility customer to
the utility distribution system. Generally, existing service connections within right -of. -way or
easements are not shown on the Drawings. The CONTRACTOR shall notify the OWNER
and "One Call" and exercise due care to locate and to mark, uncover or otherwise protect all
such lines in the construction zone and any of the CONTRACTOR's work or storage areas.
The CONTRACTOR's obligation hereunder shall be primary and non - delegable. The
CONTRACTOR shall be liable for any expenses or costs (including fines that may be levied
against the OWNER) that may result from unauthorized or accidental damage to all public
lines and utility customer service lines in the Work area.
4.3 Reference Points:
4.3.1 Unless otherwise specified, the OWNER will furnish all reference points,
benchmarks, survey monuments, and control points which., in the OWNER's opinion, are
suitable for laying out the Work.
4.3.2 All reference points, benchmarks, survey monuments and control points shall be
carefully preserved by the CONTRACTOR by use of flags, laths or other appropriate
measures and, in case of destruction or removal by the CONTRACTOR or its employees,
such reference points, benchmarks, survey monuments, and control points shall be replaced
by a Registered Professional Land Surveyor at the CONTRACTOR's expense. When reference
points, benchmarks, survey monuments, or control points are in conflict with the Work, the
CONTRACTOR will provide notice of the conflict to ENGINEER and note the location of such
on a set of red -lined drawings to be maintained at all times on the jobsite. Reestablishment will
be the CONTRACTOR's responsibility during or upon completion of the Work.
4.4 Hazardous Materials:
4.4.1 The OWNER shall be responsible for any hazardous material uncovered or revealed at
the site which was not shown, indicated or identified in the Contract Documents to be within .
the scope of the Work and which may present a substantial danger to persons or property
exposed thereto in connection with the Work at the site. The CONTRACTOR shall
immediately notify the OWNER of any suspected hazardous materials encountered before or
during performance of the Work and shall take all necessary precautions to avoid further
disturbance of the materials.
4.4.2 The CONTRACTOR shall be responsible for any hazardous materials brought to the
site by the CONTRACTOR, Subcontractor, Suppliers or anyone else for whom the
CONTRACTOR is responsible.
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4.4.3 CONTRACTOR shall be responsible for securing and protecting the site and ensuring
that no third- parties or other persons enter the site without authorization. CONTRACTOR shall
be responsible for all costs and damages resulting from any harm or injury that is caused by
hazardous materials on the site to any unauthorized entrants. CONTRACTOR shall indemnify
and hold OWNER and ENGINEER harmless from any claims, costs, or damages related to a
breach of this section pursuant to the INDEMNIFICATION provisions contained herein.
4.4.4 No asbestos - containing materials shall be incorporated into the Work or brought on
the Project site without prior approval of the OWNER.
5.1 Surety and Insurance Companies:
5.1.1 All bonds and insurance required by the Contract Documents shall be obtained from
surety or insurance companies that are duly licensed by the State of Texas and authorized by the
State of Texas and the Texas Department of Insurance to issue bonds or insurance policies for
the limits and coverages required by the Contract Documents. The bonds shall be in a form
acceptable to the OWNER and shall be issued by a surety that complies with the requirements
of Chapter 3503 of the Texas Insurance Code.
5.2 Contractor Insurance Requirements
5.2.1 For specific insurance requirements, refer to Exhibit A to these General Conditions,
OWNER's Insurance Requirements.
5.2.1 General Requirements:
.1 CONTRACTOR shall carry insurance in the types and amounts indicated for
the duration of the Contract, which shall include items owned by OWNER in
the care, custody and control of CONTRACTOR prior to and during
construction and warranty period.
.2 CONTRACTOR must complete and forward the required Certificates of
Insurance to OWNER within ten (10) days of the Date of Execution the
Contract is executed as verification of coverage required below.
CONTRACTOR shall not commence Work until the required insurance is
obtained and until such insurance has been reviewed by OWNER. Approval
of insurance by OWNER shall not relieve or decrease the liability of
CONTRACTOR hereunder and shall not be construed to be a limitation of
liability on the part of CONTRACTOR. CONTRACTOR must also complete
and forward the required Certificates of Insurance to OWNER whenever a
previously identified policy period has expired as verification of continuing
coverage.
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.3 All endorsements naming the OWNER and ENGINEER as additional insured,
waivers, and notices of cancellation endorsements as well as the Certificate of
Insurance shall indicate: City of Schertz and Ford Engineering, Inc.
.4 Where the OWNER and ENGINEER are additional insured shown on any
policy, it is intended that policies required in the Contract, covering OWNER,
ENGINEER and CONTRACTOR, shall be considered primary coverage as
applicable.
.5 If insurance policies are not written for amounts specified in Exhibit A,
Owner's Insurance Requirements, CONTRACTOR shall carry Umbrella or
Excess Liability Insurance for any differences in amounts specified. If
Excess Liability Insurance is provided, it shall follow the form of the primary
coverage.
.6 OWNER and ENGINEER shall be entitled, upon request and without
expense, to receive certified copies of policies and endorsements thereto and
may make any reasonable requests for deletion or revision or modification of
particular policy terms, conditions, limitations, or exclusions except where
policy provisions are established by law or regulations binding upon either of
the parties hereto or the underwriter on any such policies.
.7 OWNER and ENGINEER reserve the right to review the insurance
requirements set forth during the effective period of this Contract and to make
reasonable adjustments to insurance coverage, limits, and exclusions when
deemed necessary and prudent by OWNER or ENGINEER based upon
changes in statutory law, court decisions, the claims history of the industry
or financial condition of the insurance company as well as CONTRACTOR.
.8 CONTRACTOR shall not cause any insurance to be canceled nor permit any
insurance to lapse during the term of the Contract or as required in the Contract.
.9 CONTRACTOR shall be responsible for premiums, deductibles and self -
insured retentions, if any, stated in policies. All deductibles or self. - insured
retentions shall be disclosed on the Certificate of Insurance.
.10 CONTRACTOR shall provide OWNER and ENGINEER thirty (30) days
written notice of erosion of the aggregate limits below occurrence limits for all
applicable coverages indicted within the Contract.
.11 If OWNER -owned property is being transported or stored off -site by
CONTRACTOR, then the appropriate property policy will be endorsed for
transit and storage in an amount sufficient to protect OWNER's property.
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.12 The insurance coverages required under this contract are required minimums and
are not intended to limit the responsibility or liability of CONTRACTOR.
5.3 Bonds:
5.3.1 General.
.l Bonds, when required, shall be executed on forms furnished by or acceptable
to OWNER. All bonds signed by an agent must be accompanied by a certified
copy of such agent's authority to act.
.2 If the surety on any bond furnished by CONTRACTOR is declared bankrupt or
becomes insolvent or its right to do business is terminated in the State of Texas
or it ceases to meet the requirements of the preceding paragraph,
CONTRACTOR shall within ten (10) days thereafter substitute another bond
and surety, both of which must be acceptable to OWNER.
.3 Bonds provided by CONTRACTOR shall conform to the requirements
contained in Chapter 2253 of the Government Code.
5.3.2 Performance Bond.
.1 CONTRACTOR shall furnish OWNER with a Performance Bond in the form
set out by OWNER, which shall extend for the one year warranty period.
5.3.3 Payment Bond.
.l CONTRACTOR shall furnish OWNER with a Payment Bond in the form set out
by OWNER.
ARTICLE 6 - CONTRACTOR'S RESPONSIBILITIES
6.1 Supervision and Superintendence:
6.1.1 The CONTRACTOR shall supervise, inspect and direct the Work competently and
efficiently, devoting such attention thereto and applying such skills and expertise as may
be necessary to perform the Work in accordance with the Contract Documents. The
CONTRACTOR shall be solely responsible for the means, methods, techniques, sequences
and procedures of construction.
6.1.2 The CONTRACTOR shall have an English- speaking, competent Superintendent on the
Work at all times that work is in progress. Upon OWNER'S request, the CONTRACTOR shall
present the resume of the Superintendent to Owner's Representative showing evidence of
experience and successful superintendence and direction of work of a similar scale and
complexity. If, in the OWNER'S opinion, the proposed Superintendent does not indicate
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sufficient experience in line with the Work, he /she will not be allowed to be the designated
Superintendent for the Work. The Superintendent shall not be replaced without written consent
of the OWNER. Such consent shall not be unreasonably withheld. The Superintendent will be
the CONTRACTOR's representative on the Work and shall have the authority to act on behalf
of the CONTRACTOR. All communications given to the Superintendent shall be as binding as
if given to the CONTRACTOR. Either the CONTRACTOR or the Superintendent shall provide
an emergency and home telephone number at which one or the other may be reached if
necessary when work is not in progress.
6.2 Labor, Materials and Equipment:
6.2.1 The CONTRACTOR agrees to employ only orderly and competent workers, skillful in
performance of the type of Work required under this Contract. The CONTRACTOR shall at
all times maintain good discipline and order on or off the site in all matters pertaining to the
Project.
6.2.2 CONTRACTOR shall provide and pay for labor in accordance with the prevailing wage
in the locality and shall not pay less than the prevailing wage.
6.2.3 Unless otherwise specified, the CONTRACTOR shall provide and pay for all materials,
equipment, labor, transportation, construction equipment and machinery, tools, appliances,
fuel, power, light, heat, telephone, water, sanitary facilities, temporary facilities and all
other facilities and incidentals necessary for the furnishing, performance, re- testing of
defective work, start-up and completion of the Work.
6.2.4 All materials and equipment shall be of good quality and new, except as otherwise
provided in the Contract Documents. If required by OWNER, the CONTRACTOR shall
furnish satisfactory evidence (reports of required tests, manufacturer's certificates of
compliance with material requirements, mill reports, etc.) as to the kind, quantity and
quality of materials and equipment. All materials and equipment shall be applied, installed,
connected, erected, used, cleaned and conditioned in accordance with instructions of the
applicable Supplier, except as otherwise provided in the Contract Documents. All special
or manufacturer's warranties required by the specifications shall expressly run to the benefit of
the OWNER.
6.2.5 Substitutes and "Approved Equal" Items:
6.2.5.1 Whenever an item of material or equipment is specified or described in the Contract
Documents by using the name of a proprietary item or the name of a particular Supplier, the
specification or description is intended to establish the type, function and quality required.
Unless the specification or description contains words reading that no like, equivalent or
"approved equal" item or no substitution is permitted, other items of material or
equipment of other Suppliers may be submitted to OWNER under the following circumstances:
.1 "Approved Equal ": If, in the OWNER's sole discretion, an item of material or an
item of equipment proposed by the CONTRACTOR is functionally equal to that
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named and sufficiently similar so that no change in related Work will be required, it
may be considered by the OWNER as an "approved equal" item, in which case
review of the proposed item may, in the OWNER's sole discretion, be
accomplished without compliance with some or all of the requirements for
evaluation of proposed substitute items. The CONTRACTOR shall provide the
OWNER with the documentation required for the OWNER to make its
determination.
.2 Substitute Items: If, in the OWNER's sole discretion, an item of material or an
item of equipment proposed by the CONTRACTOR does not qualify as an
"approved equal" item under paragraph 6.2.5.1.1, then it will be considered a
proposed substitute item. The CONTRACTOR shall submit sufficient information
to allow the OWNER to determine that the item of material or item of equipment
proposed is essentially equivalent to that named and a substitute therefor.
6.2.5.2 Substitute Construction Methods and Procedures: If a specific means, method,
technique, sequence or procedure of construction is shown or indicated in and expressly
required by the Contract Documents, the CONTRACTOR may with prior approval of the
OWNER furnish or utilize a substitute means, method, technique, sequence, or procedure of
construction. The CONTRACTOR shall submit sufficient information to OWNER's
Representative to allow the OWNER, in the OWNER's sole discretion, to determine that the
substitute proposed is equivalent to that expressly called for by the Contract Documents.
6.2.5.3 OWNER's Evaluation: The OWNER will be allowed a reasonable time within which
to evaluate each proposal or submittal made pursuant to paragraph 6.2.5.1.1 and paragraph
6.2.5.1.2. The OWNER will be the sole judge of acceptability. No "approved equal" or
substitute shall be ordered, installed, or utilized until the OWNER's review is complete,
which will be evidenced by either a Change Order or completion of the Shop Drawing
review procedure. The OWNER may require the CONTRACTOR to furnish at the
CONTRACTOR's expense a special performance guarantee or other surety bond with respect
to any "approved equal" or substitute. The OWNER shall not be responsible for any delay
due to review time for any "approved equal" or substitute.
6.2.5.4 CONTRACTOR's Expense: All data to be provided by the CONTRACTOR in
support of any proposed "approved equal" or substitute item will be at the CONTRACTOR's
expense.
6.2.5.5 Special Guarantee: OWNER may require CONTRACTOR to furnish at
CONTRACTOR'S expense a special performance guarantee or other warranty bond with
respect to any substitute.
6.2.5.6 Effect of Engineer's Determination: If ENGINEER approves the substitution request,
CONTRACTOR shall execute any required documentation and proceed with the substitution.
The ENGINEER'S denial of a substitution request shall be final and binding, and may not be
reversed through an appeal under any provision of the Contract Documents.
GC - 16
6.2.6 Shop Drawings, Samples, and Other Submittals:
6.2.6.1 Shop Drawing and Sample Submittal Requirements:
.1 Before submitting a Shop Drawing or Sample, Contractor shall have:
a. reviewed and coordinated the Shop Drawing or Sample with other Shop
Drawings and Samples and with the requirements of the Work and the
Contract Documents;
b. determined and verified all field measurements, quantities, dimensions,
specified performance and design criteria, installation requirements,
materials, catalog numbers, and similar information with respect thereto;
c. determined and verified the suitability of all materials and equipment
offered with respect to the indicated application, fabrication, shipping,
handling, storage, assembly, and installation pertaining to the performance
of the Work; and
d. determined and verified all information relative to Contractor's
responsibilities for means, methods, techniques, sequences, and procedures
of construction, and safety precautions and programs incident thereto.
.2 Each submittal shall bear a stamp or specific written certification that Contractor has
satisfied Contractor's obligations under the Contract Documents with respect to
Contractor's review of that submittal, and that Contractor approves the submittal.
.3 With each submittal, Contractor shall give Engineer specific written notice of any
variations that the Shop Drawing or Sample may have from the requirements of the
Contract Documents. This notice shall be set forth in a written communication
separate from the Shop Drawings or Sample submittal; and, in addition, in the case
of Shop Drawings by a specific notation made on each Shop Drawing submitted to
Engineer for review and approval of each such variation.
6.2.6.2 Submittal Procedures for Shop Drawings and Samples: Contractor shall submit Shop
Drawings and Samples to Engineer for review and approval in accordance with the accepted
Schedule of Submittals. Each submittal will be identified as Engineer may require.
.1 Shop Drawings:
a. Contractor shall submit the number of copies and format as required in the
Specifications.
b. Data shown on the Shop Drawings will be complete with respect to
quantities, dimensions, specified performance and design criteria, materials,
and similar data to show Engineer the services, materials, and equipment
Contractor proposes to provide and to enable Engineer to review the
information provided.
.2 Samples:
GC - 17
a. Contractor shall submit the number of Samples required in the
Specifications.
b. Contractor shall clearly identify each Sample as to material, Supplier,
pertinent data such as catalog numbers, the use for which intended and other
data as Engineer may require to enable Engineer to review the submittal.
.3 Where a Shop Drawing or Sample is required by the Contract Documents or the
Schedule of Submittals, any related Work performed prior to Engineer's review and
approval of the pertinent submittal will be at the sole expense and responsibility of
Contractor.
.4 After review and approval of Submittal, Shop Drawing or Sample by Engineer in
accordance with this section, Contractor may rely on the information provided by
Engineer. Work performed in accordance with an approved Submittal, Shop
Drawing, or Sample and the Contract Documents will be presumed to be acceptable
to Owner unless an actual defect in the Work is discovered.
6.2.6.3 Other Submittals: Contractor shall submit other submittals to Engineer in accordance
with the accepted Schedule of Submittals, and pursuant to the applicable terms of the
Specifications.
6.2.6.4 Engineer's Review:
.1 Engineer will provide timely review of Shop Drawings and Samples in accordance
with the Schedule of Submittals acceptable to Engineer. Engineer's review and
approval will be only to determine if the items covered by the submittals will, after
installation or incorporation in the Work, conform to the information given in the
Contract Documents and be compatible with the design concept of the completed
Project as a functioning whole as indicated by the Contract Documents.
.2 Engineer's review and approval of a Shop Drawing or Sample shall not relieve
Contractor from responsibility for any variation from the requirements of the
Contract Documents unless Contractor has complied with the requirements of
Paragraph 6.2.5 and Engineer has given written approval of each such variation by
specific written notation thereof incorporated in or accompanying the Shop Drawing
or Sample. Engineer will document any such approved variation from the
requirements of the Contract Documents in a Field Order.
.3 Engineer's review and approval of a Shop Drawing or Sample, or of a variation
from the requirements of the Contract Documents, shall not, under any
circumstances, change the Contract Times or Contract Price, unless such changes
are included in a Change Order.
.4 Neither Engineer's receipt, review, acceptance or approval of a Shop Drawing,
Sample, or other submittal shall result in such item becoming a Contract Document.
GC - 18
.5 Contractor shall perform the Work in compliance with the requirements and
commitments set forth in approved Shop Drawings and Samples subject to the
obligations and limitations provided in section 6.2.6.4.2 above.
6.2.6.5 Resubmittal Procedures:
.1 Contractor shall make corrections required by Engineer and shall return the required
number of corrected copies of Shop Drawings and submit, as required, new Samples
for review and approval. Contractor shall direct specific attention in writing to
revisions other than the corrections called for by Engineer on previous submittals.
.2 Contractor shall furnish required submittals with sufficient information and accuracy
to obtain required approval of an item with no more than three submittals. Engineer
will record Engineer's time for reviewing a fourth or subsequent submittal of a Shop
Drawings, sample, or other item requiring approval, and Contractor shall be
responsible for Engineer's charges to Owner for such time. Owner may impose a
set -off against payments due to Contractor to secure reimbursement for such
charges.
.3 If Contractor requests a change of a previously approved submittal item, Contractor
shall be responsible for Engineer's charges to Owner for its review time, and Owner
may impose a set -off against payments due to Contractor to secure reimbursement
for such charges, unless the need for such change is beyond the control of
Contractor.
6.3 Progress Schedule:
6.3.1 Unless otherwise directed, the CONTRACTOR shall adhere to the progress schedule
established in accordance with paragraph 2.4.2.1 as it may be adjusted from time to time as
provided below:
.1 The CONTRACTOR shall submit to OWNER for acceptance proposed adjustments
in the progress schedule that will not change the Contract Times or Milestones.
Such adjustments will conform generally to the progress schedule then in effect.
.2 Proposed adjustments in the progress schedule that will change the Contract
Times or Milestones shall be submitted in accordance with the requirements of
Article 12. Such adjustments may only be made by a Change Order or Time
Extension Request in accordance with Article 12.
.3 The CONTRACTOR shall submit updated progress schedules with each application .
for payment showing progress in the work and the plan for the progress of the work
thereafter.
.4 A current and updated progress schedule shall be posted at the site at all times.
GC - 19
6.4 Concerning Subcontractors, Suppliers and Others:
6.4.1 Assignment: The CONTRACTOR agrees to retain direct control of and give direct
attention to the fulfillment of this Contract. The CONTRACTOR shall not assign this Contract
without the prior written consent of the OWNER.
6.4.2 Award of Subcontracts for Portions of the Work: The CONTRACTOR shall not employ
any Subcontractor, Supplier or other person or organization, whether initially or as a substitute,
against whom the OWNER may have reasonable objection. The CONTRACTOR must
provide the OWNER with a list of all Subcontractors, Suppliers, or other persons or
organizations it intends to use in the Work, and such list must be provided prior to the
preconstruction conference. Should the OWNER have objections, the OWNER will
communicate such objections by Written Notice.
6.4.3 The CONTRACTOR shall enter into written agreements with all Subcontractors
and Suppliers which specifically bind the Subcontractors or Suppliers to the applicable terms
and conditions of the Contract Documents for the benefit of the OWNER.
6.4.4 The CONTRACTOR shall be fully responsible to the OWNER for all acts and
omissions of the Subcontractors, Suppliers and other persons and organizations performing or
furnishing any of the Work under a direct or indirect contract with the CONTRACTOR just
as the CONTRACTOR is responsible for the CONTRACTOR's own acts and omissions.
6.4.5 The CONTRACTOR shall be solely responsible for scheduling and coordinating
the Work of Subcontractors, Suppliers and other persons and organizations performing or
furnishing any of the Work under a direct or indirect contract with the CONTRACTOR. The
CONTRACTOR shall require all Subcontractors, Suppliers and such other persons and
organizations performing or furnishing any of the Work to communicate with the OWNER
through the CONTRACTOR.
6.4.6 The divisions and sections of the Specifications and the identifications of any
Drawings shall not control the CONTRACTOR in dividing or delineating the Work to be
performed by any specific trade.
6.5 Patent Fees and Royalties:
6.5.1 The CONTRACTOR shall be responsible at all times for compliance with applicable
patents or copyrights encompassing, in whole or in part, any design, device, material, or
process utilized, directly or indirectly, in the performance of the Work or the formulation or
presentation of its Bid.
6.5.2 The CONTRACTOR shall pay all royalties and license fees and shall provide, prior to
commencement of Work hereunder and at all times during the performance of same, for lawful
use of any design, device, material or process covered by letters, patent or copyright by suitable
legal agreement with the patentee, copyright holder, or their duly authorized representative
whether or not a particular design, device, material, or process is specified by the OWNER.
GC - 20
6.5.3 THE CONTRACTOR SHALL DEFEND ALL SUITS OR CLAIMS FOR
INFRINGEMENT OF ANY PATENT OR COPYRIGHT AND SHALL INDEMNIFY,
DEFEND, AND HOLD THE OWNER HARMLESS FROM ANY LOSS OR LIABILITY,
DIRECT OR INDIRECT, ARISING WITH RESPECT TO THE CONTRACTOR'S
PROCESS IN THE FORMULATION OF ITS BID OR THE PERFORMANCE OF THE
WORK OR OTHERWISE ARISING IN CONNECTION THEREWITH. THE OWNER
RESERVES THE RIGHT TO PROVIDE ITS OWN DEFENSE TO ANY SUIT OR
CLAIM OF INFRINGEMENT OF ANY PATENT OR COPYRIGHT IN WHICH EVENT
THE CONTRACTOR SHALL INDEMNIFY AND SAVE HARMLESS THE OWNER
FROM ALL COSTS AND EXPENSES OF SUCH DEFENSE AS WELL AS
SATISFACTION OF ALL JUDGMENTS ENTERED AGAINST THE OWNER.
6.6 Permits, Fees:
Unless otherwise provided in the Contract Documents, the CONTRACTOR shall obtain and
pay for all construction permits, licenses and fees required for prosecution of the Work.
OWNER will obtain and pay for the following permits, licenses and /or fees, if
required:
.1 Site Development Permit.
.2 Building Permit(s).
.3 Texas Department of Transportation permit for work in State rights -of -way.
.4 Railroad Utility License Agreement.
6.7 Laws and Regulations:
6.7.1 The CONTRACTOR shall give all notices and comply with all laws and regulations
applicable to furnishing and performing the Work. Except where otherwise expressly required
by applicable laws and regulations, neither the OWNER nor ENGINEER shall be responsible
for monitoring the CONTRACTOR's compliance with any laws and regulations.
6.7.2 The CONTRACTOR shall plan and execute its operations in compliance with all
applicable Federal, State and local laws and regulations, including those concerning control
and abatement of water pollution and prevention and control of air pollution.
6.7.3 If the CONTRACTOR performs any Work knowing or having reason to know that it is
contrary to laws or regulations, then the CONTRACTOR shall bear all claims, costs, losses
and damages arising therefrom; however, it shall not be the CONTRACTOR's primary
responsibility to make certain that the Specifications and Drawings are in accordance with
laws and regulations, but this does not relieve the CONTRACTOR of the
CONTRACTOR's obligations under Article 3.
GC -21
6.8 Taxes:
6.8.1 The CONTRACTOR shall pay all sales, consumer, use and other similar taxes required
to be paid by the CONTRACTOR in accordance with the laws and regulations of the State of
Texas.
6.8.2 The OWNER is an exempt organization as defined by Chapter 1.1 of the Texas Tax
Code and is thereby exempt from payment of sales tax. To enjoy the cost- savings benefits of its
tax - exempt status, the OWNER will provide a Tax Exemption Certificate to the
CONTRACTOR for use on the Project. The CONTRACTOR shall use that certificate to
exempt any purchases made for the Work from taxes. All savings for the tax - exempt status will
be passed on to the OWNER by the CONTRACTOR. The CONTRACTOR agrees to bind all
SUBCONTRACTORS of any tier to the obligation to present and use the Tax Exemption
Certificate and pass all savings to the OWNER.
6.9 Use of Premises:
6.9.1 The CONTRACTOR shall confine construction equipment, the storage of materials
and equipment and the operations of workers to the site and land and areas identified in and
permitted by the Contract Documents and other land and areas permitted by laws and
regulations, rights -of -way, permits and easements, and shall not unreasonably encumber the
premises with construction equipment or other materials or equipment. The CONTRACTOR
shall assume full responsibility for any damage to any such land or area, or to the OWNER
or occupant thereof or of any adjacent land or areas, resulting from the performance of the
Work. Should any claim be made by any such owner or occupant because of the
performance of the Work, the CONTRACTOR shall promptly settle with such other party by
negotiation or otherwise resolve the claim by dispute resolution proceeding or at law. THE
CONTRACTOR SHALL INDEMNIFY, DEFEND AND HOLD HARMLESS THE
OWNER, ENGINEER, ENGINEER'S CONSULTANTS AND ANYONE DIRECTLY OR
INDIRECTLY EMPLOYED BY IT, FROM AND AGAINST ALL CLAIMS, COSTS,
LOSSES AND DAMAGES (INCLUDING COURT COSTS AND REASONABLE
ATTORNEYS' FEES) ARISING OUT OF OR RESULTING FROM ANY CLAIM OR
ACTION, LEGAL OR EQUITABLE, BROUGHT BY ANY SUCH OWNER OR
OCCUPANT AGAINST THE OWNER, ENGINEER OR ANY OTHER PARTY
INDEMNIFIED HEREUNDER TO THE EXTENT CAUSED BY OR BASED UPON
PERFORMANCE OF THE WORK OR FAILURE TO PERFORM THE WORK.
6.9.2 During the progress of the Work, the CONTRACTOR shall keep the premises free
from accumulations of waste materials, rubbish and other debris resulting from the Work. At
the completion of the Work, the CONTRACTOR shall remove all waste materials, rubbish
and debris from and about the premises as well as all tools, appliances, construction equipment
and machinery and surplus materials. The CONTRACTOR shall leave the site clean and ready
for occupancy by the OWNER at Substantial Completion. The CONTRACTOR shall, at a
minimum, restore to original condition all property not designated for alteration by the Contact
Documents.
GC - 22
6.9.3 The CONTRACTOR shall not load nor permit any part of any structure to be loaded
in any manner that will endanger the structure, nor shall the CONTRACTOR subject any
part of the Work or adjacent property to stresses or pressures that will endanger it.
6.10 Record Documents:
The CONTRACTOR shall maintain in a safe place at the site, or other location acceptable to
the OWNER, one (1) record copy of all Drawings, Specifications, Addenda, Change Orders,
Change Directives, Field Orders and written interpretations and clarifications (issued pursuant
to paragraph 9.5) in good order and annotated to show all changes made during construction.
These record documents, together with all final samples and all final Shop Drawings, will be
available to the OWNER and ENGINEER for reference during performance of the Work.
Prior to Final. Acceptance of the Work, these record documents, samples and Shop Drawings
shall be promptly delivered to the OWNER. Delivery of these record documents is a condition
precedent to Final Completion.
6.11 Safety and Protection:
6.11.1 The CONTRACTOR shall be responsible for initiating, maintaining and supervising all
safety precautions and programs in connection with the Work. Upon request, and prior to
installation of measures, the CONTRACTOR shall submit a site security plan for approval by
the OWNER. By reviewing the plan or making recommendations or comments, the OWNER
will not assume liability nor will the CONTRACTOR be relieved of liability for damage,
injury or loss. The CONTRACTOR shall take all necessary precautions for the safety of and
shall provide the necessary protection to prevent damage, injury or loss to:
.1 all persons on the Work site or who maybe affected by the Work;
.2 all the Work and materials and equipment to be incorporated therein, whether in
storage on or off the site; and
.3 other property at the site or adjacent thereto, including but not limited to, trees,
shrubs, lawns, walks, pavements, roadways, structures, utilities and underground
facilities not designated for removal, relocation or replacement in the course of
construction.
6.11.2 The CONTRACTOR shall comply with all applicable laws and regulations of any
public body having jurisdiction for safety of persons or property or to protect them from
damage, injury or loss; and shall erect and maintain all necessary safeguards for such safety
and protection. The CONTRACTOR shall notify OWNERS of adjacent property and of
underground facilities, and utility owners when prosecution of the Work may affect them, and
shall cooperate with them in the protection, removal, relocation and replacement of their
property. All damage, injury or loss to any property referred to in paragraph 6.11.1.2 and
paragraph 6.11.1.3 caused, directly or indirectly, in whole or in part, by the CONTRACTOR,
shall be remedied by the CONTRACTOR. The CONT:RACTOR's duties and responsibilities
GC -23
for safety and protection of the Work shall continue until such time as all the Work is finally
complete.
6.11.3 Safety Representative: The CONTRACTOR shall designate a qualified and
experienced safety representative at the site whose duties and responsibilities shall be the
prevention of accidents and the maintaining and supervising of safety precautions and
programs. Upon request of the OWNER, the CONTRACTOR shall provide certifications or
other documentation of the safety representative's qualifications.
6.11.4 Hazard Communication Programs: The CONTRACTOR shall be responsible for
coordinating any exchange of material safety data sheets or other hazard communication
information required to be made available to or exchanged between or among employers at the
site in accordance with laws and regulations.
6.1.1.5 Emergencies:
6.1.1.5.1 In emergencies affecting the safety or protection of persons or the Work at the
site or adjacent thereto, the CONTRACTOR, without special instruction or authorization from
the OWNER or ENGINEER, is obligated to act reasonably to prevent threatened damage,
injury or loss and to mitigate damage or loss to the Work. The CONTRACTOR shall give
Owner's Representative prompt written notice if the CONTRACTOR believes that any
significant changes in the Work or variations from the Contract Documents have been caused
thereby. If Owner's Representative determines that a change in the Contract Documents is
required because of the action taken by the CONTRACTOR in response to such an
emergency, a Change Directive or Change Order will be issued to document the
consequences of such action; otherwise the OWNER will not be responsible for the
CONTRACTOR's emergency action.
6.1.1.5.2 In the event there is an accident involving injury to any individual on or near the
Work, the CONTRACTOR shall notify Owner's Representative within twenty -four (24)
hours of the event and shall be responsible for recording the location of the event and the
circumstances surrounding the event through photographs, interviewing witnesses, obtaining
medical reports and other documentation that describes the event. Copies of such
documentation shall be provided to Owner's Representative, for the OWNER's and
ENGLNEER's records, within forty -eight (48) hours of the event. Nothing in this section will
relieve CONTRACTOR of its obligations and responsibilities with respect to an injury under
any state and federal laws and regulations.
6.12 Continuing the Work:
The CONTRACTOR shall carry on the Work and adhere to the progress schedule during all
disputes or disagreements with the OWNER. No Work shall be delayed or postponed pending
resolution of any disputes or disagreements, except as the OWNER and the CONTRACTOR
may agree in writing.
GC - 24
6.13 CONTRACTOR's General Warranty and Guarantee:
6.13.1 The CONTRACTOR warrants and guarantees to the OWNER that all Work will be
performed in a good and workmanlike manner in accordance with the Contract Documents
and will not be defective. The CONTRACTOR's warranty and guarantee hereunder excludes
defects or damage caused by:
.1 abuse, modification or improper maintenance or operation by persons other than the
CONTRACTOR, Subcontractors or Suppliers; or
.2 normal wear and tear under normal usage.
6.13.2 The CONTRACTOR's obligation to perform and complete the Work in a good and
workmanlike manner in accordance with the Contract Documents shall be absolute. None of
the following will constitute acceptance of Work not in accordance with the Contract
Documents or a release of the CONTRACTOR's obligation to perform the Work in
accordance with the Contract Documents:
.1 observations by OWNER and/or ENGINEER;
.2 recommendation of any progress or final payment by OWNER;
.3 the issuance of a certificate of Substantial Completion or any payment by the
OWNER to the CONTRACTOR under the Contract Documents;
.4 use or occupancy of the Work or any part thereof by the OWNER;
.S any acceptance by the OWNER or any failure to do so;
.6 any review of a Shop Drawing or sample submittal;
.7 any inspection, test or approval by others; or
.8 any correction of defective Work by the OWNER.
6.1.3.3 The Contractor warrants and guarantees for one (1) year from Substantial Completion,
or for a longer period if expressly stated in the Contract Documents, the Work. This includes a
Warranty and Guarantee against any and all defects. The Contractor must correct any and all
defects in material and /or workmanship which may appear during the Warranty and Guarantee
period, or any defects that occur within one (1) year of Substantial. Completion even if
discovered more than one (1) year after Substantial Completion, by repairing (or replacing with
new items or new materials, if necessary) any such defect at no cost to the Owner, within a
reasonable period of time, and to the Owner's satisfaction.
GC -25
6.14 Indemnification:
6.14.1 THE CONTRACTOR SHALL DEFEND, INDEMNIFY AND HOLD HARMLESS
THE OWNER, ITS OFFICERS, DIRECTORS, PARTNERS, EMPLOYEES, AGENTS AND
CONSULTANTS FROM AND AGAINST ALL CLAIMS, COSTS, LOSSES AND
DAMAGES (INCLUDING BUT NOT LIMITED TO ALL FEES AND CHARGES OF
ENGINEERS, ARCHITECTS, ATTORNEYS AND OTHER PROFESSIONALS AND ALL
COURT OR OTHER DISPUTE RESOLUTION COSTS) ARISING OUT OF OR
RESULTING FROM THE PERFORMANCE OF THE WORK, PROVIDED THAT ANY
SUCH CLAIM, COST, LOSS OR DAMAGE:
.1 IS ATTRIBUTABLE TO BODILY INJURY, SICKNESS, DISEASE OR
DEATH, OR TO INJURY TO OR DESTRUCTION OF TANGIBLE
PROPERTY (OTHER THAN THE WORK ITSELF), INCLUDING THE LOSS
OF USE RESULTING THEREFROM, AND
.2 IS CAUSED IN WHOLE OR IN PART BY ANY NEGLIGENT ACT OR
OMISSION OF THE CONTRACTOR, ANY SUBCONTRACTOR, ANY
SUPPLIER, ANY PERSON OR ORGANIZATION DIRECTLY OR
INDIRECTLY EMPLOYED BY ANY OF THEM TO PERFORM OR
FURNISH ANY OF THE WORK OR ANYONE FOR WHOSE ACTS ANY
OF THEM MAY BE LIABLE, REGARDLESS OF WHETHER OR NOT
CAUSED IN PART BY ANY NEGLIGENCE OR OMISSION OF A PERSON
OR ENTITY INDEMNIFIED HEREUNDER OR WHETHER LIABILITY IS
IMPOSED UPON SUCH INDEMNIFIED PARTY BY LAWS AND
REGULATIONS REGARDLESS OF THE NEGLIGENCE OF ANY SUCH
PERSON OR ENTITY.
6.14.2 The indemnification obligation under paragraph 6.14.1 shall not be limited in any way
by any limitation on the amount or type of damages, or compensation or benefits payable by
or for the CONTRACTOR or any such Subcontractor, Supplier or other person or
organization under workers' compensation acts, disability benefit acts or other employee
benefit acts.
6.14.3 In the event the CONTRACTOR unreasonably delays progress of the work being
done by others on the site so as to cause loss for which the OWNER becomes liable, then
the CONTRACTOR shall reimburse the OWNER for such loss.
6.15 Survival of Obligations:
6.15.1 All representations, indemnifications, warranties and guarantees made in, required by
or given in accordance with the Contract Documents, will survive final payment, completion
and acceptance of the Work and termination or completion of the Agreement.
GC -26
6.16 Force Majeure
6.16.1 If Contractor's performance or progress is delayed, disrupted, or interfered with by
unanticipated causes not the fault of and beyond the control of Owner, Contractor, and those
for which they are responsible, then Contractor shall be entitled to an equitable adjustment in
Contract Times. Contractor's entitlement to an adjustment of the Contract Times is conditioned
on such adjustment being essential to Contractor's ability to complete the Work within the
Contract Times. Such an adjustment shall be Contractor's sole and exclusive remedy for the
delays, disruption, and interference described in this paragraph. Causes of delay, disruption, or
interference that may give rise to an adjustment in Contract Times under this paragraph include
but are not limited to the following:
1. severe and unavoidable natural catastrophes such as fires, floods, epidemics,
and earthquakes;
2. abnormal weather conditions;
3. acts or failures to act of utility owners (other than those performing other work
at or adjacent to the Site by arrangement with the Owner, as contemplated in
Article 7); and
4. acts of war or terrorism.
6.17 Notice of Claim:
6.17.1 Should the CONTRACTOR suffer injury or damage to person or property because of
any error, omission or act of the OWNER or of any of the OWNER's employees or agents or
others for whose acts the OWNER is liable, a Claim will be made to the other party within
ninety (90) calendar days of the event giving rise to such injury or damage. The provisions
of this paragraph shall not be construed as a substitute for or a waiver of the provisions of
any applicable statute of limitations or statute of repose.
7.1 The OWNER may perform other work related to the Project at the site by the
OWNER's own forces, or let other contracts therefor, or have other work performed by
utility owners. If the CONTRACTOR believes that delay or additional cost is involved
because of such action by the OWNER, the CONTRACTOR may make a Claim as
provided in Article 1.1 or Article 1.2.
7.2 The CONTRACTOR shall afford other contractors who are in a contract with the
OWNER and each utility owner (and the OWNER, if the OWNER is performing the
additional work with the OWNER's employees) proper and safe access to the site and a
reasonable opportunity for the introduction and storage of materials and equipment and the
execution of such other work and shall properly connect and coordinate the Work with theirs.
Unless otherwise provided in the Contract Documents, the CONTRACTOR shall do all
cutting, fitting and patching of the Work that may be required to make its several parts
come together properly and integrate with such other work. The CONTRACTOR shall not
GC - 27
endanger any work of others by cutting, excavating or otherwise altering their work and will
only cut or alter their work with the written consent of Owner's Representative and the other
contractors whose work will be affected. The CONTRACTOR shall promptly remedy
damage wrongfully caused by the CONTRACTOR to completed or partially completed
construction or to property of the OWNER or separate contractors.
7.3 If the proper execution or results of any part of the CONTRACTOR's Work depends
upon work performed by others under this Article 7, the CONTRACTOR shall inspect such
other work and promptly report to Owner's :Representative in writing any delays, defects or
deficiencies in such other work that render it unavailable or unsuitable for the proper
execution and results of the CONTRACTOR's Work. The CONTRACTOR's failure to report
will constitute an express waiver of claims and an acceptance of such other work as fit and
proper for integration with the CONTRACTOR's Work except for latent or non - apparent
defects and deficiencies in such other work.
7.4 The OWNER shall provide for coordination of the activities of the OWNER's own
forces and of each separate contractor with the Work of the CONTRACTOR, who shall
cooperate with them. The CONTRACTOR shall participate with other separate contractors
in reviewing their construction schedules when directed to do so. The CONTRACTOR shall
make any revisions to the construction schedule deemed necessary after a joint review and
mutual agreement. The construction schedules shall then constitute the schedules to be used
by the CONTRACTOR, separate contractors and the OWNER until subsequently revised.
7.5 Unless otherwise stated herein, costs caused by delays or by improperly timed
activities or defective construction shall be borne by the party responsible therefor.
ARTICLE 8 - OWNER'S RESPONSIBILITIES
8.1 Prior to the start of construction, the OWNER will designate in writing a person or
entity to act as Owner's Representative during construction. Except as otherwise provided in
these General Conditions, the OWNER shall issue all communications to the CONTRACTOR
through Owner's Representative. This section shall not limit the ENGINEER'S role as the
OWNER's design professional or its ability to communicate with the CONTRACTOR to
ensure the Work complies with the Contract Documents.
8.2 The OWNER will not supervise, direct, control or have authority over or be
responsible for the CONTRACTOR's means, methods, techniques, sequences or procedures
of construction or the safety precautions and programs incident thereto. The OWNER is not
responsible for any failure of the CONTRACTOR to comply with laws and regulations
applicable to furnishing or performing the Work. The OWNER is not responsible for the
CONTRACTOR's failure to perform or furnish the Work in accordance with the Contract
Documents. Failure or omission of the OWNER to discover, or object to or condemn any
defective Work or material shall not release the CONTRACTOR from the obligation to
properly and fully perform the Contract.
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8.3 Information or services under the OWNER's control shall be furnished by the
OWNER with reasonable promptness to avoid delay in the orderly progress of the Work.
8.4 The foregoing are in addition to other duties and responsibilities of the OWNER
enumerated herein and especially those in respect to Article 4 (Availability of Lands;
Subsurface and Physical Conditions; Reference Points), Article 7 (Other Work) and Article 14
(Payments to the CONTRACTOR and Completion).
8.5 Notice of Claim:
8.5.1 Should the OWNER suffer injury or damage to person or property because of any
error, omission or act of the CONTRACTOR or of any of the CONTRACTOR's employees
or agents or others for whose acts the CONTRACTOR is liable, a Claim will be made to
the other party within ninety (90) calendar days of the event giving rise to such injury or
damage. The provisions of this paragraph shall not be construed as a substitute for or a waiver
of the provisions of any applicable statute of limitations or statute of repose.
9.1 ENGINEER's Authority and Responsibilities:
9.1.1 The duties and responsibilities and the limitations of authority of ENGINEER during
construction are set forth in the Contract Documents and shall not be extended without
written consent of the OWNER and ENGINEER. The assignment of any authority, duties
or responsibilities to ENGINEER under the Contract Documents, or under any agreement
between the OWNER and ENGINEER, or any undertaking, exercise or performance
thereof by ENGINEER, is intended to be for the sole and exclusive benefit of the OWNER
and is not for the benefit of the CONTRACTOR, Subcontractor, Sub - subcontractor, Supplier,
or any other person or organization, or for any surety or employee or agent of any of them.
9.1.2 If the OWNER so directs, ENGINEER will review the final Application for Payment
and accompanying documentation and all maintenance and operating instructions, schedules,
guarantees, bonds and certificates of inspection, tests and approvals and other
documentation required to be delivered by Article 14, but only to determine generally that
their content complies with the requirements of, and in the case of certificates of
inspections, tests and approvals that the results certified indicate compliance with, the Contract
Documents.
9.1.3 The limitations upon authority and responsibility set forth in this paragraph 9.1 shall
also apply to ENGINEER's Consultants, :Resident Project Representative and assistants.
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9.2 ENGINEER as Owner's Representative:
9.2.1 The OWNER may designate the ENGINEER as the Owner's Representative. Any such
designation will be made in writing to the CONTRACTOR with a copy to the
ENGINEER.
9.3 Visits to Site:
9.3.1 If the OWNER so directs, ENGINEER will make visits to the site at intervals
appropriate to the various stages of construction as is necessary in order to observe as an
experienced and qualified design professional the progress that has been made and the
quality of the various aspects of the CONTRACTOR's executed Work. Based on
information obtained during such visits and observations, ENGINEER will endeavor for
the benefit of the OWNER to determine if the Work is proceeding in accordance with the
Contract Documents. ENGINEER's efforts will be directed toward providing for the OWNER
a greater degree of confidence that the completed Work will conform to the Contract
Documents. On the basis of such visits and on -site observations, ENGINEER will keep the
OWNER informed of the progress of the Work and will endeavor to guard the OWNER
against defective Work.
9.4 Project Representative:
9.4.1 If the OWNER and ENGINEER agree, ENGINEER will furnish a Resident Project
Representative to assist ENGINEER in providing more continuous observation of the Work.
The responsibilities and authority and limitations of any such Resident Project
Representative and assistants will be as provided in paragraph 9.1. The OWNER may
designate another representative or agent to represent the OWNER at the site who is not
ENGINEER, ENGINEER's consultant, agent or employee.
9.5 ENGINEER shall review and approve Shop Drawings and Samples in accordance with
section 6.2.6.
9.6 Clarifications and Interpretations:
9.6.1 ENGINEER may determine that written clarifications or interpretations of the
requirements of the Contract Documents (in the form of drawings or otherwise) are necessary.
Such written clarifications or interpretations will be consistent with the intent of and reasonably
inferable from the Contract Documents, will be issued with reasonable promptness. The
CONTRACTOR may seek a written clarification or interpretation from the engineer through a
written Request for Information (RFI). The ENGINEER shall respond to all RFI's promptly. If
the OWNER or the CONTRACTOR believes that a written clarification or interpretation
justifies an adjustment in the Contract Amount or the Contract Times, the OWNER or the
CONTRACTOR may make a Claim therefor as provided in Article 11 or Article 12.
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9.7 Rejecting Defective Work:
9.7.1 ENGINEER will recommend that the OWNER disapprove or reject Work which
ENGINEER believes to be defective, or believes will not produce a completed Project that
conforms to the Contract Documents or will prejudice the integrity of the design concept of the
completed Project as a functioning whole as indicated by the Contract Documents.
10.1 Changes:
10.1.1 Without invalidating the Contract and without notice to any surety, the OWNER may,
at any time or from time to time, order additions, deletions or revisions in the Work. Such
changes in the Work will be authorized by Change Order, Change Directive or Field Order.
10.1.2 Changes in the Work shall be performed under applicable provisions of the Contract
Documents, and the CONTRACTOR shall proceed promptly, unless otherwise provided in
the Change Order, Change Directive or Field Order.
10.1.3 The CONTRACTOR shall not be entitled to an increase in the Contract Amount or
an extension of the Contract Times with respect to any Work performed that is not required by
the Contract Documents as amended, modified and supplemented as provided in paragraph
3.3.1 and paragraph 3.3.2, except in the case of an emergency as provided in paragraph
6.1.1.5 or in the case of uncovering Work as provided in paragraph 13.4.
10.1.4 Except in the case of an emergency as provided in paragraph 6.11.5, a Change
Order or Change Directive is required before the CONTRACTOR commences any activities
associated with a change in the Work which, in the CONTRACTOR's opinion, will result in a
change in the Contract Amount and /or Contract Times.
10.2 Change Orders:
10.2.1 The OWNER and the CONTRACTOR shall execute appropriate written Change Orders
covering:
.1 a change in the Work;
.2 the amount of the adjustment in the Contract Amount, if any; and
.3 the extent of the adjustment in the Contract Time, if any.
10.2.2 An executed Change Order shall represent the complete, equitable, and final amount of
adjustment in the Contract Amount and /or Contract Time owed to the CONTRACTOR or the
OWNER as a result of the occurrence or event causing the change in the Work encompassed
by the Change Order.
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10.3 Change Directives:
10.3.1 The OWNER may by written Change Directive, without invalidating the Contract,
order changes in the Work within the general scope of the Contract consisting of additions,
deletions or other revisions, the Contract Amount and Contract Time being adjusted as
necessary. A Change Directive shall be used in the absence of complete and prompt
agreement on the terms of a Change Order.
10.3.2 If the Change Directive provides for an adjustment to the Contract Amount, the
adjustment shall be based on the method provided for in paragraph 11.5.
10.3.3 Upon receipt of a Change Directive, CONTRACTOR shall promptly proceed with the
change in the Work involved.
10.4 Field Order:
10.4.1 The OWNER or ENGINEER may authorize minor variations in the Work from the
requirements of the Contract Documents which do not involve an adjustment in the Contract
Amount or the Contract Times and are compatible with the design concept of the completed
Project as a functioning whole as indicated by the Contract Documents. These shall be
accomplished by written Field Order and shall be binding on the CONTRACTOR who shall
perform the Work involved promptly.
10.4.2 If the CONTRACTOR believes that a Field Order would require an adjustment in
the Contract Amount and /or Contract Times, the CONTRACTOR shall make written request
to The Owner for a Change Order. Any request by the CONTRACTOR for an adjustment in
Contract Amount and /or Contract Times shall be made in writing prior to beginning the work
covered by the Field Order.
10.5 No Damages for Delay:
10.5.1 The CONTRACTOR shall receive no compensation for delays or hindrances to the
Work. CONTRACTOR expressly waives any right to an adjustment in Contract Price for any
event of delay. CONTRACTOR's sole remedy for any delay shall be limited to an adjustment
in Contract Time. If delay is caused by specific orders given by the OWNER to stop work or
by performance of extra Work or by failure of the OWNER to provide information, access to
the work, material or necessary instructions for carrying on the Work, then such delay will
entitle the CONTRACTOR to an extension of time. No such extension of time shall
release the CONTRACTOR from all the CONTRACTOR's obligations hereunder which
shall remain in full force until discharge of the Contract.
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11.1 The Contract Amount is stated in the Agreement and, including authorized
adjustments, is the total amount payable by the OWNER to the CONTRACTOR for
performance of the Work under the Contract Documents.
11.2 The original Contract Amount may not be increased by more than twenty -five percent
(25 %) and it may not be decreased more than twenty -five percent (25 %) without the
consent of the CONTRACTOR to such decrease.
11.3 The Contract Amount shall only be changed by a Change Order or Change Directive.
Any claim for an adjustment in the Contract Amount shall be made by Written Notice
delivered by the party making the Claim to the other party promptly (but in no event later
than ninety (90) calendar days) after the start of the occurrence or event giving rise to the
Claim and stating the general nature of the Claim. Notice of the amount of the Claim with
supporting data shall be delivered with the Written Notice of Claim delivered by claimant to
the extent the data is available, and shall represent that the adjustment claimed covers all
known amounts to which claimant is entitled as a result of said occurrence or event. If the
OWNER and the CONTRACTOR cannot otherwise agree, all Claims for adjustment in the
Contract Amount shall be determined as set out in Article 16.
11.4 Determination of Value of Work:
11.4.1 The value of any Work covered by a Change Order or of any Claim for an
adjustment in the Contract Amount will be determined by one or more of the following
methods:
.1 by application of unit prices contained in the Contract Documents to the
quantities of the items involved.
.2 by a mutually agreed lump sum properly itemized and supported by sufficient
substantiating data to permit evaluation.
.3 by cost of Work plus the CONTRACTOR's fee for all overhead costs and
profit (determined as provided in paragraph 11.5).
1.1.4.2A Cost of Work determined pursuant to 11.5 shall only be used if the OWNER
and CONTRACTOR cannot resolve a value determination by agreement on unit pricing
or lump sum.
11.5 Cost of Work:
11.5.1 If an agreement cannot be achieved before a change in the Work is commenced which
will result in an adjustment in the Contract Amount, then the change in the Work will be
performed by a Change Directive and payment will be made as follows:
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.l For all personnel, the CONTRACTOR will receive the rate or wage specified in the
prevailing wage rate determination applicable to the Project. If the rate
determination does not contain burden, then burden shall be calculated as such:
55% of the base wage excluding markup for CONTRACTOR's overhead and profit.
For each hour that said personnel are actually engaged in such Work, to which will
be added an amount equal to twenty -five percent (25 %) of the sum thereof as
compensation for the CONTRACTOR's total overhead and profit will be added. No
separate charge will be made by the CONTRACTOR for organization or overhead
expenses. The actual cost of the CONTRACTOR's bond(s) on the extra Work will
be paid based on invoices from surety. No charge for superintendence will be made
unless considered necessary and ordered by the OWNER.
.2 The CONTRACTOR will receive the actual cost, including freight charges, of the
materials used on such Work, to which costs will be added a sum equal to twenty -
five percent (25 %) thereof as compensation for the CONTRACTOR's total
overhead and profit. In case material invoices indicate a discount may be taken, the
actual cost will be the invoice price minus the discount.
.3 For machinery, trucks, power tools, or other similar equipment agreed to be
necessary by the OWNER and the CONTRACTOR, the OWNER will allow the
CONTRACTOR the rate as given in the latest edition of the Associated General
Contractors of America "Contractor's Equipment Cost Guide" as published by
Dataquest for each hour that said tools or equipment are in use on such work, which
rate includes the cost of fuel, lubricants and repairs. No additional compensation
will be allowed on the equipment for the CONTRACTOR's overhead and profit.
.4 The compensation, as herein provided for, shall be received by the
CONTRACTOR and any affected Subcontractor as payment in full for work done
by Change Directive and will include use of small tools, and total overhead
expense and profit. The CONTRACTOR and the Owner's Representative shall
compare records of work done by Change Directive at the end of each day.
Copies of these records will be made upon forms provided for this purpose by
the OWNER o r E N G I N E E R and signed by both Owner's Representative and
the CONTRACTOR, with one (1) copy being retained by the OWNER and one
(1) by the CONTRACTOR. Refusal by the CONTRACTOR to sign these records
does not invalidate the accuracy of the record.
11.6 Unit Price Work:
11.6.1 Where the Contract Documents provide that all or part of the Work is to be unit price
Work, initially the Contract Amount will be deemed to include for all unit price work an
amount equal to the sum of the established unit price for each separately identified item of
unit price work times the estimated quantity of each item as indicated in the Bid. The
estimated quantities of items of unit price work are not guaranteed and are solely for the
purpose of comparison of Bids and determining an initial Contract Amount. Determinations of
the actual quantities and classifications of unit price work performed by the
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CONTRACTOR will be made by the ENGINEER. OWNER and ENGINEER will review
with the CONTRACTOR the preliminary determinations on such matters before rendering a
written decision thereon (by recommendation of an Application for Payment or otherwise).
11.6.2 Each unit price will be deemed to include an amount considered by the CONTRACTOR
to be adequate to cover the CONTRACTOR's overhead and profit for each separately identified
item.
11.6.3 Right to Verify Information: The CONTRACTOR agrees that any designated
representative of the OWNER shall have the right to examine the CONTRACTOR's records
to verify the accuracy and appropriateness of the pricing data used to price change proposals.
ARTICLE 12 - CHANGE OF CONTRACT TIMES
12.1 Working Day and Calendar Day Contracts:
12.1.1 The Contract Times (or Milestones) shall only be changed by Change Order or Time
Extension Request duly executed by both the CONTRACTOR and the OWNER. Any claim
for an adjustment of the Contract Times (or Milestones) shall be made by Written Notice
delivered by the party making the Claim to the other party promptly after the start of the
occurrence or event giving rise to the delay and stating the general nature of the delay.
Notice of the extent of the delay with supporting data shall be delivered with the Written
Notice of Claim, and shall represent that the adjustment claimed is the entire adjustment to
which claimant is entitled as a result of said occurrence or event. If the OWNER and the
CONTRACTOR cannot otherwise agree, all Claims for adjustment in the Contract Times (or
Milestones) shall be determined as set out in Article 16. No Claim for an adjustment in the
Contract Times (or Milestones) will be valid if not submitted in accordance with the
requirements of this paragraph.
12.1.2 When the CONTRACTOR is at fault and the OWNER stops the Work so that
corrections in the Work can be made by the CONTRACTOR, then no extension in time will be
allowed.
12.1.3 When the CONTRACTOR is prevented from completing any part of the Work within
the Contract Times (or Milestones) due to delay beyond the control of both the OWNER and
the CONTRACTOR, an extension of the Contract Times (or Milestones) in an amount equal
to the time lost due to such delay shall be the CONTRACTOR's sole and exclusive remedy
for such delay. However, adverse weather shall not be considered justification for extension of
Contract Times on Calendar Day contracts except as provided for in paragraph 12.2.
12.1.4 The OWNER will consider time extension requests and may grant the
CONTRACTOR an extension of time because of:
.1 Changes ordered in the work which justify additional time.
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.2 Failure of materials or products being at the Project site due to delays in
transportation or delivery, which are not the result of the CONTRACTOR's,
Subcontractor's or Supplier's negligence. The request for an extension of time shall
be supported by a recitation of acts demonstrating that such delays were beyond
the control of the CONTRACTOR, including but not limited to, the
CONTRACTOR's efforts to overcome such delays documented as follows:
a) Copy of purchase order for delayed item(s) indicating date ordered by the
CONTRACTOR/Subcontractor and date purchase order received by Supplier.
b) If item(s) require Shop Drawings or other submittal information in accordance
with the Contract Documents, provide record of date submittal(s) forwarded to
Owner's Representative, date submittal(s) returned to the CONTRACTOR, and
date submittal(s) forwarded to Supplier.
c) Copy of document(s) from Supplier, on Supplier's letterhead, indicating date(s)
item(s) would be ready for shipment and/or actual shipment date(s).
d) Copies of all correspondence between the CONTRACTOR/ Subcontractor
and Supplier indicating the CONTRACTOR/ Subcontractor's efforts to expedite
item(s).
e) If item(s) are being purchased by a Subcontractor, provision of meeting notes,
correspondence, and the like which reflect the CONTRACTOR's efforts with
the Subcontractor to expedite delivery of the item(s).
.3 When acts of the OWNER, ENGINEER, utility owners or other contractors
employed by the OWNER delay progress of work through no fault of the
CONTRACTOR.
.4 Events of delay listed in section 6.1.6.
12.2 Calendar Day Contracts:
Under a Calendar Day Contract, Contractor may also be granted an extension of time because
of unusual inclement weather, which is beyond the normal weather recorded and expected for
[insert locality for project], Texas. Normal rainfall complied by the State climatologist, based
on U.S. Weather Bureau Records for [insert locality for project], Texas, is considered a part of
the Calendar Day Contract, and is not a justification for an extension of time. Listed as follows
are the mean number of days in which there occurred 0.10 inch or more of precipitation:
January--------------------------------------------
- - - - -4 days
February------------------------------------------
- - - - -3 days
March-----------------------------------------------
- - - - -4 days
April-------------------------------------------------
- - - - -3 days
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May--------------------------------------------------
- - - --5 days
June--------------------------------------------------
- - - - -5 days
July--------------------------------------------------
- - - --3 days
August---------------------------------------------
- - - - -3 days
September----------------------------------------
- - - - -4 days
October--------------------------------------------
- - - - -5 days
November----------------------------------------
- - - - -3 days
December----------------------------------------
- - - - -3 days
Rain days per month in amounts exceeding the number of days shown above may be credited
as a Rain Day if a Claim is made in accordance with the general conditions and meets the
following definition: a "Rain Day" is any day in which a rain event occurs at the site and is
sufficient to prevent Contractor from performing units of Work critical to maintaining the
project schedule.
DEFECTIVE WORK
13.1 Notice of Defects:
13.1.1 Prompt notice of all defective Work of which the OWNER or ENGINEER has
actual knowledge will be given to the CONTRACTOR. All defective Work may be rejected
or corrected as provided for in Article 13.
13.2 Access to Work:
13.2.1 The OWNER, ENGINEER, ENGINEER's Consultants, other representatives and
personnel of the OWNER, independent testing laboratories and governmental agencies having
jurisdiction will have unrestricted physical access to the Work site for observing, inspecting
and testing. The CONTRACTOR shall provide them proper and safe conditions for such
access, and advise them of the CONTRACTOR's site safety procedures and programs so that
they may comply therewith as applicable.
13.3 Tests and Inspections:
13.3.1 The CONTRACTOR shall give timely notice of readiness of the Work for all required
inspections, tests or approvals, and shall cooperate with inspection and testing personnel to
facilitate required inspections or tests.
13.3.2 The CONTRACTOR shall employ and pay for services of an independent testing
laboratory to perform all inspections, tests or approvals required by the Contract Documents
except:
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.1 for inspections, tests or approvals covered by paragraph 13.3.3 below;
.2 for re- inspecting or retesting defective Work; and
.3 as otherwise specifically provided in the Contract Documents.
All testing laboratories shall be submitted to and approved by the OWNER.
13.3.3 If laws or regulations of any public body having jurisdiction require any Work (or part
thereof) specifically to be inspected, tested or approved by an employee or other
representative of such public body, the CONTRACTOR shall assume full responsibility for
arranging and obtaining such inspections, tests or approvals, pay all costs in connection
therewith and furnish Owner's Representative the required certificates of inspection or
approval. The CONTRACTOR shall also be responsible for arranging and obtaining and
shall pay all costs in connection with any inspections, tests or approvals required for the
OWNER's and ENGINEER's review of materials or equipment to be incorporated in the
Work, or of materials, mix designs or equipment submitted for review prior to the
CONTRACTOR's purchase thereof for incorporation in the Work.
13.4 Uncovering Work:
13.4.1 If any Work (or the work of others) that is to be inspected, tested or approved is
covered by the CONTRACTOR without OWNER's or ENGINEER's concurrence, or if any
Work is covered contrary to the OWNER's written request, it must, if requested by the
OWNER or ENGINEER, be uncovered and recovered at the CONTRACTOR's expense.
13.4.2 ENGINEER has the authority to require special inspection or testing of the Work,
whether or not the Work is fabricated, installed, or completed.
13.4.3 If any Work is covered contrary to the written request of ENGINEER, then
CONTRACTOR shall, if requested by ENGINEER, uncover such Work for ENGINEER's
observation, and then replace the covering, all at CONTRACTOR's expense.
13.4.4 If ENGINEER considers it necessary or advisable that covered Work be observed by
ENGINEER or inspected or tested by others, then CONTRACTOR, upon OWNER's approval
and ENGINNEER's request, shall uncover, expose, or otherwise make available for observation,
inspection, or testing as ENGINEER may require, that portion of the Work in question, and
provide all necessary labor, material, and equipment.
1. If it is found that the uncovered Work is defective, CONTRACTOR shall be
responsible for all claims, costs, losses, and damages arising out of or relating to
such uncovering, exposure, observation, inspection, and testing, and of satisfactory
replacement or reconstruction (including but not limited to all costs of repair or
replacement of work of others); and pending CONTRACTOR's full discharge of
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this responsibility the Owner shall be entitled to impose a reasonable set -off against
payments due under Article 15.
2. If the uncovered Work is not found to be defective, CONTRACTOR shall be
allowed an increase in the Contract :Price or an extension of the Contract Times, or
both, directly attributable to such uncovering, exposure, observation, inspection,
testing, replacement, and reconstruction. If the parties are unable to agree as to the
amount or extent thereof, then CONTRACTOR may submit a Change Proposal
within 30 days of the determination that the Work is not defective.
13.5 OWNER May Stop the Work:
13.5.1 If the Work is defective, or the CONTRACTOR fails to supply sufficient skilled
workers or suitable materials or equipment, or fails to furnish or perform the Work in such a
way that the completed Work will conform to the Contract Documents, the OWNER may
order the CONTRACTOR to stop the Work, or any portion thereof, until the cause for such
order has been eliminated.
13.5.2 A notice to stop the Work, based on causes listed in 1.3.5.1, shall not stop calendar or
working days charged to the Project.
13.6 Correction or Removal of Defective Work:
13.6.1 If required by the OWNER, the CONTRACTOR shall promptly, as directed, either
correct all defective Work, whether or not fabricated, installed or completed, or, if the Work
has been rejected by Owner's Representative, remove it from the site and replace it with Work
that is not defective. The CONTRACTOR shall correct or remove and replace defective Work,
or submit a plan of action detailing how the deficiency will be corrected, within the time
frame identified in the notice of defective Work. The CONTRACTOR shall pay all claims,
costs, losses and damages caused by or resulting from such correction or removal (including
but not limited to all costs of repair or replacement of work of others).
13.7 Warranty period:
13.7.1 If within one year after the date of Substantial Completion (or such longer period of
time as may be prescribed by the terms of any applicable special guarantee required by the
Contract Documents, or by any specific provision of the Contract Documents), any Work is in
need of repair, adjustment, modification, correction, or found to be defective, or if the repair of
any damages to the Site, adjacent areas that CONTRACTOR has arranged to use through
construction easements or otherwise, and other adjacent areas used by CONTRACTOR, is
found to be defective, then CONTRACTOR shall promptly, without cost to OWNER and in
accordance with OWNER's written instructions:
1. correct the defective repairs to the Site or such other adjacent areas;
2. correct such defective Work;
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3. if the defective Work has been rejected by OWNER, remove it from the Project and
replace it with Work that is not defective, and
4. satisfactorily correct or repair or remove and replace any damage to other Work, to
the work of others, or to other land or areas resulting therefrom.
13.7.2 If CONTRACTOR does not promptly comply with the terms of OWNER's written
instructions, or in an emergency where delay would cause serious risk of loss or damage,
OWNER may have the defective Work corrected or repaired or may have the rejected Work
removed and replaced. CONTRACTOR shall pay all claims, costs, losses, and damages
(including but not limited to all fees and charges of engineers, architects, attorneys, and other
professionals and all court or arbitration or other dispute resolution costs) arising out of or
relating to such correction or repair or such removal and replacement (including but not limited
to all costs of repair or replacement of work of others).
13.7.3 In special circumstances where a particular item of equipment is placed in continuous
service before Substantial Completion of all the Work, the correction period for that item may
start to run from an earlier date if so provided in the Specifications.
13.7.4 Where defective Work (and damage to other Work resulting therefrom) has been
corrected or removed and replaced under this paragraph, the correction period hereunder with
respect to such Work will be extended for an additional period of one year after such correction
or removal and replacement has been satisfactorily completed.
13.7.5 CONTRACTOR's obligations under this paragraph are in addition to all other
obligations and warranties. The provisions of this paragraph shall not be construed as a
substitute for, or a waiver of, the provisions of any applicable statute of limitation or repose.
13.8 OWNER May Correct Defective Work:
13.8.1 If the CONTRACTOR fails within a reasonable time after Written Notice of the
OWNER to correct defective Work, or to remove and replace rejected Work, or if the
CONTRACTOR fails to perform the Work in accordance with the Contract Documents, or if
the CONTRACTOR fails to comply with any other provision of the Contract Documents, the
OWNER may, after seven (7) calendar days' Written Notice to the CONTRACTOR, correct
and remedy any such deficiency. In exercising the rights and remedies under this paragraph,
the OWNER shall proceed expeditiously. In connection with such corrective and remedial
action, the OWNER may exclude the CONTRACTOR from all or part of the site, take
possession of all or part of the Work, and suspend the CONTRACTOR's services related
thereto, and incorporate in the Work all materials and equipment stored at the site or for which
the OWNER has paid the CONTRACTOR but which are stored elsewhere. The
CONTRACTOR shall allow the OWNER, its agents and employees, the OWNER's other
contractors, ENGINEER and ENGINEER's consultants access to the site to enable the
OWNER to exercise the rights and remedies under this paragraph. CONTRACTOR shall be
liable to OWNER for all claims, costs, losses and damages incurred or sustained by the
OWNER in exercising such rights and remedies will be charged against the CONTRACTOR.
Such claims, costs, losses and damages will include but not be limited to all costs of repair or
replacement of work of others destroyed or damaged by correction, removal or replacement of
the CONTRACTOR's defective Work. The CONTRACTOR shall not be allowed an
extension of the Contract Times (or Milestones), or claims of damage because of any delay
in the performance of the Work attributable to the exercise by the OWNER of the OWNER's
rights and remedies hereunder.
ARTICLE 14 - PAYMENTS TO CONTRACTOR AND COMPLETION
14.1 Application for Progress Payment:
14.1.1 Not more than once per month, the CONTRACTOR shall submit to ENGINEER for
review an Application for Payment, in a form acceptable to the OWNER, filled out and
signed by the CONTRACTOR covering the Work completed as of the date of the
Application and accompanied by such supporting documentation as is required by the
Contract Documents.
14.1.2 Such applications shall not include requests for payment of amounts the
CONTRACTOR does not intend to pay to a Subcontractor or Supplier because of a dispute or
other reason.
14.1.3 Owner will pay for materials or equipment not incorporated in the work but
delivered and suitably stored at the site. Unless specifically authorized by OWNER, payment
fro materials stored off -site will not be made unless and until those materials are delivered to
the jobsite and suitably stored or incorporated into the Work.
14.1.4 The OWNER will pay to the CONTRACTOR the total amount of approved
Application for Payment, less five percent (5 %) of the amount thereof, which five percent
(5 %) will be retained until final payment, less all previous payments and less all sums that
may be retained by the OWNER under the terms of this Agreement. In either case, if the
Work is near completion and delay occurs due to no fault or neglect of the
CONTRACTOR, the OWNER may pay a portion of the retained amount to the
CONTRACTOR. The CONTRACTOR, at the OWNER's option, may be relieved of the
obligation to complete the Work and, thereupon, the CONTRACTOR shall receive payment
of the balance due under the Contract subject to the conditions stated under paragraph 15.2.
.1 If the Contract Agreement entered into between the OWNER and the
CONTRACTOR has as Contract Sum of four - hundred thousand dollars ($400,000)
or less, the percentage to be withheld from Applications for Payment as retainage
shall be increased to ten (10 %) percent.
14.1.5 Applications for Payment shall include the following documentation:
.1 updated progress schedule;
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.2 monthly subcontractor report; and
.3 any other documentation required under any Supplemental General Conditions.
14.2 CONTRACTOR's Warranty of Title:
14.2.1 The CONTRACTOR warrants and guarantees that title to all Work, materials and
equipment covered by any Application for Payment, whether incorporated in the Project or
not, will pass to the OWNER not later than the time of payment to the CONTRACTOR free
and clear of all liens.
14.3 Review of Applications for Progress Payment:
14.3.1 ENGINEER will, within seven (7) calendar days after receipt of each Application for
Payment, either indicate a recommendation for payment and forward the Application for
processing by the OWNER, or return the Application to the CONTRACTOR indicating
ENGINEER's reasons for refusing to recommend payment. In the latter case, the
CONTRACTOR may make the necessary corrections and resubmit the Application.
14.3.2 ENGINEER's recommendation of any payment requested in an Application for
Payment will constitute a representation by ENGINEER, based upon ENGINEER's on -site
observations of the executed Work and on ENGINEER's review of the Application for
Payment and the accompanying data and schedules, that to the best of ENGINEER's
knowledge, information and belief:
.1 the Work has progressed to the point indicated; and
.2 the quality of the Work is in accordance with the Contract Documents (subject to an
evaluation of the Work as a functioning whole prior to or upon Substantial
Completion, to the results of any subsequent tests called for in the Contract
Documents, and to any other qualifications stated in the recommendation).
14.3.3 By recommending any such payment, ENGINEER will not thereby be deemed to
have represented that:
.1 exhaustive or continuous on -site inspections have been made to check the quality
or the quantity of the Work;
.2 examination has been made to ascertain how or for what purpose the
CONTRACTOR has used money previously paid on account of the Contract
Amount;
.3 the CONTRACTOR's construction means, methods, techniques, sequences or
procedures have been reviewed; or
GC - 42
.4 that there may not be other matters or issues between the parties that might
entitle the CONTRACTOR to be paid additionally by the OWNER or entitle the
OWNER to withhold payment to the CONTRACTOR.
14.4 Decisions to Withhold Payment:
14.4.1 The OWNER may withhold or nullify the whole or part of any payment to such
extent as may be necessary on account of:
.1 defective Work not remedied;
.2 reasonable evidence that the Work cannot be completed for the unpaid balance
of the Contract Amount;
.3 damage to the OWNER or another contractor;
.4 reasonable evidence that the Work will not be completed within the Contract
Time, and that the unpaid balance would not be adequate to cover actual or
liquidated damages for the anticipated delay;
.5 failure of the CONTRACTOR to submit a schedule of values in accordance
with the Contract Documents;
.6 failure of the CONTRACTOR to submit a submittal schedule in accordance with
the Contract Documents;
.7 failure of the CONTRACTOR to submit or update construction schedules in
accordance with the Contract Documents;
.8 failure of the CONTRACTOR to maintain a record of changes on drawings and
documents;
.9 failure of the CONTRACTOR to maintain weekly payroll reports;
.10 the CONTRACTOR's neglect or unsatisfactory prosecution of the Work, including
failure to clean up; or
.11 failure of the CONTRACTOR to comply with any provision of the Contract
Documents.
14.4.2 Should OWNER withhold payment for any reason in 14.4.1, and upon removal of the
basis for the withholding by CONTRACTOR, the CONTRACTOR shall resubmit a
statement for the value of Work performed. Payment will be made, within thirty (30)
calendar days of receipt of approved Application for Payment.
GC - 43
14.5 Delayed Payments:
14.5.1 Timeliness and interest on payments due to CONTRACTOR from OWNER are subject
to and shall be controlled by Chapter 2251 of the Texas Government Code.
14.6 Arrears:
14.6.1 No money shall be paid by the OWNER upon any claim, debt, demand or account
whatsoever, to any person, firm or corporation who is in arrears to the OWNER; and the
OWNER shall be entitled to counterclaim and offset against any such debt, claim, demand or
account so in arrears and no assignment or transfer of such debt, claim, demand or account,
shall affect the right of the OWNER to so offset said amounts, and associated penalties and
interest if applicable, against the same.
14.7 Substantial Completion:
14.7.1 If a Certificate of Occupancy is required by public authorities having jurisdiction
over the Work, said certificate shall be issued before the Work or any portion thereof is
considered substantially complete. When the CONTRACTOR considers that the Work, or a
portion thereof which the OWNER agrees to accept separately, is substantially complete, the
CONTRACTOR shall notify OWNER and ENGINEER and request a determination as to
whether the Work or designated portion thereof is substantially complete. If OWNER or
ENGINEER does not consider the Work substantially complete, OWNER or ENGINEER will
notify the CONTRACTOR giving reasons therefor. Failure on the OWNER's part to list a
reason does not alter the responsibility of the CONTRACTOR to complete all Work in
accordance with the Contract Documents. After satisfactorily completing items identified by
OWNER or ENGINEER, the CONTRACTOR shall then submit another request for
OWNER and ENGINEER to determine substantial completion. If OWNER and ENGINEER
consider the Work substantially complete, the ENGINEER will prepare and deliver a
certificate of Substantial Completion which shall establish the date of Substantial
Completion, shall include a punch list of items to be completed or corrected before final
payment, and shall establish responsibilities of the OWNER and the CONTRACTOR for
security, maintenance, heat, utilities, damage to the Work, warranty and insurance. Failure to
include an item on the punch list does not alter the responsibility of the CONTRACTOR to
complete all Work in accordance with the Contract Documents. The certificate of Substantial
Completion shall be signed by the OWNER and the CONTRACTOR to evidence
acceptance of the responsibilities assigned to them in such certificate.
14.7.2 After Substantial Completion the CONTRACTOR shall promptly begin work on the
punch list of items to be completed or corrected prior to final payment. In appropriate cases
CONTRACTOR may submit monthly Applications for Payment for completed punch list items,
following the progress payment procedures set forth above.
GC - 44
14.8 Partial Utilization:
14.8.1 The OWNER, at the OWNER's sole option, shall have the right to take possession of
and use any completed or partially completed portion of the Work regardless of the time for
completing the entire Work. The OWNER's exercise of such use and possession shall not be
construed to mean that the OWNER acknowledges that any part of the Work so possessed
and used is substantially complete or that it is accepted by OWNER, and the OWNER's
exercise of such use and possession shall not relieve the CONTRACTOR of its
responsibility to complete all Work in accordance with the Contract Documents.
14.9 Final Inspection:
14.9.1 Upon. Written. Notice from the CONTRACTOR that the entire Work or an agreed
portion thereof is complete, ENGINEER will make a final inspection with the
CONTRACTOR and provide Written Notice of all particulars in which this inspection
reveals that the Work is incomplete or defective. The CONTRACTOR shall immediately take
such measures as are necessary to complete such Work or remedy such deficiencies.
14.10 Final Application for Payment:
14.10.1 The CONTRACTOR may make application for final payment following the procedure
for progress payments after the CONTRACTOR has completed all such corrections to the
satisfaction of ENGINEER and delivered the following documents:
.1 Complete operating and maintenance manuals, each containing maintenance and
operating instructions, schedules, guarantees, and other documentation required by
the Contract Documents, Quantity as determined by the contract documents;
.2 Record documents (as provided in paragraph 6.10);
.3 Consent of surety to final payment;
.4 Certificate evidencing that insurance required by the General Conditions will
remain in force after final payment and through any warranty period;
.5 Non -Use of Asbestos Affidavit (After Construction); and
.6 Any other documentation called for in the Contract Documents.
14.11 Final Payment and Acceptance:
14.11.1 If, on the basis of observation of the Work during construction, final inspection,
and review of the final Application for Payment and accompanying documentation as
required by the Contract Documents, ENGINEER is satisfied that the Work has been
completed and the CONTRACTOR's other obligations under the Contract Documents have
been fulfilled, ENGINEER will recommend the final Application for Payment and thereby
GC - 45
notify the OWNER, who will pay to the CONTRACTOR the balance due the
CONTRACTOR under the terms of the Contract.
14.11.2 ENGINEER will issue a letter of final acceptance to the OWNER and
CONTRACTOR and must be acknowledged and accepted by the OWNER, which establishes
the Final Completion date.
14.12 Waiver of Claims:
14.12.1 The making and acceptance of final payment will constitute:
.1 a waiver of claims by the OWNER against the CONTRACTOR, except claims
arising from previously noticed and unsettled claims, from defective Work
appearing after final inspection, from failure to comply with the Contract
Documents or the terms of any warranty specified therein, or from the
CONTRACTOR's continuing obligations under the Contract Documents; and
.2 a waiver of all claims by the CONTRACTOR against the OWNER other than
those previously made in writing and still unsettled.
ARTICLE 15 - SUSPENSION OF WORK AND TERMINATION
15.1 OWNER May Suspend Work Without Cause and for Convenience:
15.1.1 At any time and without cause and for convenience, the OWNER may suspend the
Work or any portion thereof for a period of not more than ninety (90) calendar days by
written agreement or by Written Notice to the CONTRACTOR which will fix the date on
which the Work will be resumed. The CONTRACTOR shall resume the Work on the date so
fixed. The CONTRACTOR may be allowed an adjustment in the Contract Amount or an
extension of the Contract Times, or both, directly attributable to any such suspension if
the CONTRACTOR makes an approved Claim therefor as provided in Article 11 and Article
12.
15.2 OWNER May Terminate Without Cause:
15.2.1 Upon seven (7) calendar days' Written. Notice to the CONTRACTOR, the OWNER
may, without cause and without prejudice to any right or remedy of the OWNER, elect to
terminate the Agreement. In such case, the CONTRACTOR shall be paid (without duplication
of any items):
.1 for completed and acceptable Work executed in accordance with the Contract
Documents prior to the effective date of termination;
GC - 46
.2 for all claims incurred in settlement of terminated contracts with Suppliers,
Subcontractors, and others. The CONTRACTOR agrees to negotiate in good
faith with Subcontractors, Suppliers and others to mitigate the OWNER's cost; and
.3 for anticipated profits on entire Contract not previously paid. This sum shall not
include any overhead or general field conditions on unperformed work.
15.3 OWNER May Terminate With Cause:
15.3.1 Upon the occurrence of any one or more of the following events:
.1 if the CONTRACTOR persistently fails to perform the Work in accordance
with the Contract Documents;
.2 if the CONTRACTOR disregards laws or regulations of any public body having
jurisdiction;
.3 if the CONTRACTOR disregards the OWNER's authority;
.4 if the CONTRACTOR fails to maintain a work force adequate to accomplish
the Work within the Contract Time;
.5 if the CONTRACTOR fails to make adequate progress and endangers successful
completion of the Contract; or
.6 if the CONTRACTOR otherwise violates in any substantial way any
provisions of the Contract Documents;
The OWNER may, after giving the CONTRACTOR (and the surety, if any) seven (7)
calendar days' Written Notice terminate the services of the CONTRACTOR. The OWNER,
at its option, may proceed with negotiation with surety for completion of the Work.
Alternatively, the OWNER may under these circumstances exclude the CONTRACTOR
from the site and take possession of the Work (without liability to the CONTRACTOR
for trespass or conversion), incorporate in the Work all materials and equipment stored at the
site or for which the OWNER has paid the CONTRACTOR but which are stored elsewhere,
and finish the Work as the OWNER may deem expedient. In such case the CONTRACTOR
shall not be entitled to receive any further payment until the Work is finished. If the unpaid
balance of the Contract Amount exceeds all claims, costs, losses and damages sustained by
the OWNER arising out of or resulting from completing the Work, such excess will be paid
to the CONTRACTOR. If such claims, costs, losses and damage exceed such unpaid balance,
the CONTRACTOR or surety shall pay the difference to the OWNER. Should OWNER
proceed to complete the Work, CONTRACTOR expressly acknowledges that the OWNER is
exempted from competitive bidding requirements for competition work pursuant to the terms of
Texas Local Government Code Section 252.022.
GC - 47
15.3.2 Where the CONTRACTOR's services have been so terminated by the OWNER, the
termination will not affect any rights or remedies of the OWNER against the
CONTRACTOR and surety then existing or which may thereafter accrue. Any retention or
payment of amounts due the CONTRACTOR by the OWNER will not release the
CONTRACTOR from liability.
15.4 CONTRACTOR May Stop Work or Terminate:
15.4.1 If through no act or fault of the CONTRACTOR, the Work is suspended for a
period of more than ninety (90) calendar days by the OWNER or under an order of court or
other public authority, or (except during disputes) ENGINEER fails to forward for
processing any mutually acceptable Application for Payment within thirty (30) calendar days
after it is submitted, or (except during disputes) the OWNER fails for sixty (60) calendar days
after it is submitted to pay the CONTRACTOR any sum finally determined by the OWNER
to be due, then the CONTRACTOR may, upon fifteen (15) calendar days' Written Notice
to the OWNER, and provided the OWNER does not remedy such suspension or failure
within that time, terminate the Agreement and recover from the OWNER payment on the
same terms as provided in paragraph 15.2. In lieu of terminating the Agreement and without
prejudice to any other right or remedy, if (except during disputes) ENGINEER has failed to
forward for processing any mutually acceptable Application for Payment within thirty (30)
calendar days after it is submitted, or (except during disputes) the OWNER has failed for sixty
(60) calendar days after it is submitted to pay the CONTRACTOR any sum finally determined
by the OWNER to be due, the CONTRACTOR may upon fifteen (15) calendar days' Written
Notice to the OWNER stop the Work until payment of all such amounts due the
CONTRACTOR, including interest thereon. The provisions of this paragraph 15.4 are not
intended to preclude the CONTRACTOR from making a Claim under Article 11 and Article
12 for an increase in Contract Amount or Contract Times or otherwise for expenses or
damage directly attributable to the CONTRACTOR's stopping Work as permitted by this
paragraph.
ARTICLE 16 - DISPUTE RESOLUTION
16.1 Filing of Claims:
16.1.1 Claims arising from the circumstances identified in the Contract Documents or other
occurrences or events, shall be made by Written Notice delivered by the party making the
Claim to the other party within ninety (90) calendar days after the start of the occurrence or
event giving rise to the Claim and stating the general nature of the Claim. Notice of the
amount of the Claim with supporting data if not delivered with the notice, shall be delivered
within thirty (30) calendar days after Written Notice of Claim is delivered by claimant and
shall represent that the adjustment claimed covers all known amounts to which claimant
is entitled.
16.1.2 Within thirty (30) calendar days of receipt of notice of the amount of the Claim .
with supporting data, OWNER and the CONTRACTOR shall meet to discuss the Claim, after
GC - 48
which an offer of settlement or notification of no settlement offer will be made to claimant.
If claimant is not satisfied with the proposal presented, claimant shall have thirty (30)
calendar days in which to:
.1 submit additional supporting data requested by the other parry;
.2 modify the initial Claim; or
.3 request Alternative Dispute Resolution.
16.2 Alternative Dispute Resolution:
16.2.1 If a dispute exists concerning a Claim, the parties agree to use the following procedure
prior to pursuing any other available remedies. The OWNER reserves the right to include
ENGINEER as a party.
16.2.2 Negotiating with Previously Uninvolved Personnel: Either party may make a written .
request for a meeting to be held between representatives of each party within fourteen (14)
calendar days of the request or such later period that the parties may agree to. Each party
shall endeavor to include, at a minimum, one (1) previously uninvolved senior level decision
maker empowered to negotiate on behalf of their organization. The purpose of this and
subsequent meetings will be good faith negotiations of the matters constituting the dispute.
Negotiations shall be concluded within thirty (30) calendar days of the first meeting, unless
mutually agreed otherwise. This step may be waived by written agreement of both parties,
in which event the parties may proceed directly to mediation as described below.
16.2.3 Mediation:
16.2.3.1 If the procedure described in paragraph 16.2.2 proves unsuccessful or is waived
pursuant to its terms, the parties shall initiate the mediation process. The parties agree to
select within thirty (30) calendar days one (1) mediator trained in mediation skills, to assist
with resolution of the dispute. The OWNER and the CONTRACTOR agree to act in good
faith in the selection of the mediator and to give consideration to qualified individuals
nominated to act as mediator. Nothing in this agreement prevents the parties from relying on
the skills of a person who also is trained in the subject matter of the dispute and/or a contract
interpretation expert.
16.2.3.2 The OWNER and CONTRACTOR may agree to suspend or abate the mediation
requirement until such time that the Project is complete such that multiple claims that might
have remained unresolved during the course of the Project may be negotiated and mediated
jointly.
16.2.3.3 If Mediation us unsuccessful, the parties may litigate any remaining claims or
disputes in a court of competent jurisdiction.
GC - 49
17.1 Right to Audit:
17.1.1 Whenever the OWNER enters into any type of contractual arrangement with the
CONTRACTOR, then the CONTRACTOR's "records" shall upon reasonable notice be
open to inspection and subject to audit and/or reproduction during normal business
working hours. The OWNER's representative, or an outside representative engaged by the
OWNER, may perform such audits. The CONTRACTOR shall maintain all records relating to
this Agreement for four (4) years from the date of final payment under this Agreement.
17.1.2 The OWNER shall have the exclusive right to examine the records of the
CONTRACTOR. The term "records" as referred to herein shall include any and all
information, materials and data of every kind and character, including without limitation
records, books, papers, documents, contracts, schedules, commitments, arrangements, notes,
daily diaries, reports, drawings, receipts, vouchers and memoranda, and any and all other
agreements, sources of information and matters that may, in the OWNER's judgment, have
any bearing on or pertain to any matters, rights, duties or obligations under or covered by
any contract document. Such records shall include (hard copy, as well as computer - readable
data if it can be made available), written policies and procedures, time sheets, payroll
registers, cancelled checks, personnel file data, correspondence, general ledger entries, and
any other record in the CONTRACTOR's possession which may have a bearing on
matters of interest to the OWNER in connection with the CONTRACTOR's dealings with
the OWNER (all of the foregoing are hereinafter referred to as "records "). In addition, the
CONTRACTOR shall permit interviews of employees as well as agents, representatives,
vendors, subcontractors and other third parties paid by the CONTRACTOR to the extent
necessary to adequately permit evaluation and verification of the following:
a) The CONTRACTOR's compliance with contract requirements;
b) The CONTRACTOR's compliance with the OWNER'S business ethics policies;
and
c) If necessary, the extent of the Work performed by the CONTRACTOR at the
time of contract termination.
17.1.3 The CONTRACTOR shall require all payees (examples of payees include
subcontractors, insurance agents, material suppliers, etc.) to comply with the provisions of
this Article 17 by securing the requirements hereof in a written agreement between the
CONTRACTOR and payee. Such requirements include a flow -down right of audit provision
in contracts with payees that also apply to subcontractors and sub - subcontractors, material
suppliers, etc. The CONTRACTOR shall cooperate fully and shall require Related Parties and
all of the CONTRACTOR's subcontractors to cooperate fully in furnishing or in making
available to the OWNER from time to time whenever requested, in an expeditious manner, any
and all such information, materials, and data.
GC -50
1.7.1.4 The OWNER's authorized representative or designee shall have reasonable
access to the CONTRACTOR's facilities, shall be allowed to interview all current or
former employees to discuss matters pertinent to the performance of this Agreement, and
shall be provided adequate and appropriate work space in order to conduct audits in
compliance with this Article 1.7.
17.1.5 If an audit inspection or examination in accordance with this Article 17 discloses
overpricing or overcharges of any nature by the CONTRACTOR to the OWNER in excess of
one -half of one percent (.5 %) of the total contract billings, then the reasonable actual cost
of the OWNER's audit shall be reimbursed to the OWNER by the CONTRACTOR. Any
adjustments and/or payments, which must be made as a result of any such audit or inspection of
the CONTRACTOR's invoices and /or records, shall be made within a reasonable amount of
time (not to exceed 90 days) from presentation of the OWNER's findings to the
CONTRACTOR.
18.1 Venue and Choice of Law:
18.1.1 In the event of any suit at law or in equity involving the Contract, venue shall be in in
the district court in the county in which the Project is located. The laws of the state of Texas
shall apply to Contract interpretation and enforcement.
18.2 Extent of Agreement:
18.2.1 This Contract represents the entire and integrated agreement between the OWNER and
the CONTRACTOR and supersedes all prior negotiations, representations or agreements, either
written or oral.
18.3 Cumulative Remedies:
18.3.1 The rights and remedies available to the parties are not to be construed in any way as
a limitation of any rights and remedies available to any or all of them which are otherwise
imposed or available by laws or regulations, by special warranty or guarantees or by other
provisions of the Contract Documents, and the provisions of this paragraph will be as
effective as if repeated specifically in the Contract Documents in connection with each
particular duty, obligation, right and remedy to which they apply.
18.4 Severability:
18.4.1 If any word, phrase, clause, sentence or provision of the Contract, or the application of
same to any person or set of circumstances is for any reason held to be unconstitutional,
invalid or unenforceable, that finding shall only effect such word, phrase, clause, sentence or
provision, and such finding shall not effect the remaining portions of this Contract; this being the
GC -51
intent of the parties in entering into the Contract; and all provisions of the Contract are declared
to be severable for this purpose.
18.5 Independent Contractor
18.5.1 The Contract shall not be construed as creating an employer /employee relationship,
a partnership, or a joint venture. The CONTRACTOR's services shall be those of an
independent contractor. The CONTRACTOR agrees and understands that the Contract does not
grant any rights or privileges established for employees of the OWNER.
End of General Conditions
GC -52
CITY OF SCHERTZ, TEXAS
CONSTRUCTION OF WOODLAND OAKS RETAINING WALL
PROJECT NUMBER #15- PW- 38 -C -02
ADDENDUM NO. 1
Date of Addendum: October 5, 2015
TO: Prospective Bidders
Be advised that this Addendum No.I affects the following changes in the Contract Documents:
RESPONSES TO PRE- SUBMITTAL QUESTIONS
Q. Can you please provide measurements /dimensions for distance between the existing right of way
and the proposed retaining wall, so that the amount of material removed prior to building forms
for the retaining wall can be estimated?
A. Distance between ROW and back of wall varies from 1.6 ft min to 2.8 ft max.
Q. Is there any type of special vegetation in the home owners property that the Contractor would be
responsible for replacing?
A. No special vegetation is expected other than grass.
Q. Measurements for each wall are not shown on plans. Square footage, end views that are showing the
shape (showing the footings), and dimensions of end views are shown, but actual length, and height
of each panel are not notated. Can you please provide?
A. See typical sections sheet (Sheet 9) table of panel identification for average panel heights, square
footage, and panel lengths. Refer to P &P for panel numbers.
CONTRACT DOCUMENTS
RFP # 15- PW- 38 -C -02:
1. Table of Contents — revised as attached. Price Proposal form increased from 5 pages to 6 pages.
2. Add section: CLARIFICATION OF REQUIREMENTS
All requests for additional information or clarification concerning this RFP must be submitted in
writing no later than 12:00 PM on October 9, 2015 . using the eProcurement site at
www,puurchase.com.
3. Price Proposal form — revised as attached. Item # 1.18 was added to reflect the changes to the
construction plans below.
CONSTRUCTION PLANS:
1. Plans have been revised to reflect the addition of a sidewalk culvert for the discharge of the drain
behind the wall. Pages CP4 and CP 10 have been revised as reflected. Revised plans stamped by
Lauren Van Andel, PE, on 9/16/2015.
1 of 2
Acknowledgement by Bidder
Each bidder is requested to acknowledge receipt of this Addendum No.1 by his /her signature affixed
hereto and to file it with and attached to his/her bid.
The undersigned acknowledges receipt of this Addendum No. 1, and that the bid submitted herewith is in
accordance with the information and stipulations set forth.
Date
2 of 2
Signature of Bidder
Typed or Printed Name
TABLE OF CONTENTS
BIDDING AND CONTRACT REQUIREMENTS: PAGE
Request for Proposals RFP 1 -5
Location Exhibit LOC I
Price Proposal P I - 6
Standard Form of Agreement
SFA I
- 5
Performance Bond
PB 1-2
Payment Bond
PYB I
- 3
General Conditions of the Contract
GC 1 -52
Exhibit A: Insurance Requirements
INS 1
-5
Special Conditions
Technical Specifications
SC I -
164
Construction Plan
CP 1 -22
Geotechnical Report
GR I -
27
City of Schertz
Woodland Oaks Retaining Wall
PRICE PROPOSAL
PROPOSAL OF
A partnership consisting of
An individual doing business as
TO THE CITY OF SCHERTZ:
a corporation
Pursuant to Request for Proposals, the undersigned proposes to furnish all labor and
materials as specified and perform the work required for the WOODLAND OAKS
RETAINING WALL in accordance with the Plans and Specifications for the following
prices to wit:
ITEM
NO.
SPEC NO.
ITEM DESCRIPTION (UNIT PRICE TO BE
WRITTEN IN WORDS)
UNIT
QTY.
UNIT PRICE
IN FIGURES
TOTAL IN
FIGURES
1.01
1.02
1.03
01502 -1
01555 -1
01570 -1
MOBILIZATION
Dollars
LS
LS
LS
1
1
1
$
and Cents
TRAFFIC CONTROL AND REGULATION
Dollars
and Cents
STORMWATER POLLUTION PREVENTION
PLAN
Dollars
and Cents
P - 1 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
1.04
1.05
1.06
1.07
1.08
1.09
02233 -1
01740 -1
02221 -1
02221 -2
02233 -2
02631 -1
REMOVE FENCE
Dollars
LF
LF
SY
LS
ACRE
LF
156
156
141
1
0.05
6
$
$
and Cents
FURNISH AND INSTALL WOOD FENCE
Dollars
and Cents
REMOVE SIDEWALK
Dollars
and Cents
REMOVE RETAINING WALL
Dollars
and Cents
CLEARING AND GRUBBING
Dollars
and Cents
6" AWWA C900 PVC PIPE
Dollars
and Cents
P - 2 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
1.10
1.11
1.1.2
1.1.3
1.1.4
1.1.5
02632 -1
02771 -1
02775 -1
02835 -1
02922 -1
TXDOT
432 -6001
NYOPLAST 8" INLINE DRAIN AND COVER
Dollars
EA
LF
SY
SF
SY
CY
1
73
175
1,394
333
7
$
$
and Cents
CONCRETE CURB AND GUTTER
Dollars
and Cents
CONCRETE SIDEWALK
Dollars
and Cents
RETAINING WALL
Dollars
and Cents
SODDING
Dollars
and Cents
CONCRETE RIPRAP (4" THICK}
Dollars
and Cents
P - 3 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
1.16
1.17
1.18
TXDOT
610 -6002
TXDOT
644 -6068
02632 -2
RELOCATE RD IL ASM (SHOE -BASE)
Dollars
EA
EA
EA
1
1
1
$
$
and Cents
RELOCATE SM RD SN SUP &AM TY
IOBWG
Dollars
and Cents
CONCRETE SIDEWALK DRAIN
Dollars
and Cents
TOTAL PRICE
1. Complete the additional requirements of the Proposal which are included on the
following pages.
2. Respondent must return pages P -1 through. P -4 with this Proposal. Any and all Addenda
which are issued by the City with appropriate signatures acknowledging receipt shall be
attached to and made a part of this Proposal.
3. The Work included in this Proposal shall be Substantially Complete, as defined in the
General Conditions within 90 calendar days from issuance of the Notice to Proceed.
P - 4 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
Complete the additional requirements of the Proposal. All blanks must be filled in for the
Proposal to be considered responsive. If a question is not applicable, put the words "not
applicable" in the space provided.
1. What similar public works projects has your company completed?
Owner
Owner's Phone
Number
Project
Description
Date Completed
Contract Amount
P - 5 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
Accompanying this proposal is a Bid Bond or Certified or Cashier's, Check on a State or National Bank
payable to the Order of the City of Schertz, Texas for
dollars ($ ), which amount represents five percent (5 %) of the total bid price.
Said bond or check is to be returned to the Respondent unless the proposal is accepted and the
Respondent fails to execute and file a contract within 10 calendar days after the award of the Contract, in
which case the check shall become the property of said City of Schertz, Texas, and shall he considered as
payment for damages due to delay and other inconveniences suffered by said City of Schertz, Texas due
to the failure of the Respondent to execute the contract. The City of Schertz, Texas reserves the right to
reject any and all proposals.
It is anticipated that the Owner will act on this proposal within 45 calendar days after the proposal
opening. Upon acceptance and award of the contract to the undersigned by the Owner, the undersigned
shall execute standard City of Schertz, Texas Contract Documents and make Performance and Payment
Bonds for the full amount of the contract within 10 calendar days after the award of the Contract to secure
proper compliance with the terms and provisions of the contract, to insure and guarantee the work until
final completion and acceptance, and the guarantee period stipulated, and to guarantee payment of all
lawful claims for labor performed and materials furnished in the fulfillment of the contract.
It is anticipated that the Owner will provide written Authorization to Proceed within 10 days after the
award of the Contract.
The Contractor hereby agrees to commence work under this Contract immediately after issuance by the
City of Schertz, Texas of the written Authorization to Proceed and to complete the work within 90
calendar days from the Notice to Proceed. Under no circumstances shall the work commence prior to
Contractor's receipt of City of Schertz, Texas issued, written Authorization to Proceed.
The undersigned certifies that the proposal prices contained in the proposal have been carefully checked
and are submitted as correct and final.
In completing the work contained in this proposal the undersigned certifies that Respondent's practices
and policies do not discriminate on the grounds of race, color, religion, sex or national origin and that the
Respondent will affirmatively cooperate in the implementation of these policies and practices.
Signed:
Company Name
Authorized Company Signature
Name Printed
Address
City, State, Zip
Telephone
P - 6 Price Proposal
N
01
M
M
0
N
E
O
N
1-
t
0
CL
C
0
�~1
SPEC NO. -ITEM NO.
01555 -1
01570 -*
01570 -*
01570 -1
01740 -1
02221 -1
02221 -2
02233 -1
02233 -2
02260 -*
02316 -*
02316 -*
02631 -1
02632 -1
02632 -2
02771 -1
02775 -1
02775 -*
RD IL ASM
(SHOE -BAS
TRAFFIC
TEMPORARY
INLET
STORM
WATER
IN)
REMOVE
CLEARING
TRENCH
AWWA C 900
E)
CONCRETE
CONCRETE
SF
TYPE II
DESCRIPTION
CONTROL
SEDIMENT
PROTECTION
POLLUTION
INSTALL
REMOVE
RETAINING
REMOVE
AND
SAFETY
STRUCTURE
STRUCTURE
6" PVC
8" INLIN
SIDEWALK
CURB AND
CONCRETE
SIDEWALK
AND
CONTROL
BARRIER
PREVENTION
W000 FENCE
SIDEWALK
WALL
FENCE
GRUBBING
SHORING
EXCAVATION
BACKFILL
PIPE
DRAIN
DRAIN
GUTTER
SIDEWALK
RAMP
REGULATION
FENCE
PLAN
UNIT
LS
LF
EA
LS
LF
SY
LS
LF
ACRE
SF
CY
CY
LF
EA
EA
LF
SY
EA
TOTAL
1
196
1
1
156
141
1
1 156
0.05
1213
227
10
6
1
1
73
175
2
* For Contractors Information Only. Items are considered subsidiary to related specifications.
SPEC NO. -ITEM NO.
02835 -1
02911 -*
02922 -1
TxDOT
432 -6001
TxDOT
610 -6002
TxDOT
644 -6068
RELOCATE
RELOCATE'
DESCRIPTION
RETAINING
WALL
TOPSOIL
SODDING
(CONCAP4
RD IL ASM
(SHOE -BAS
SM RD SN
SUP &AM TY,
IN)
E)
10BWG
UNIT
SF
CY
SY
CY
EA
EA
TOTAL
1394
37
333
7.3
1
1
0 F..TF 1� 09/16/2015
0
/ *: * *♦
LAUREN VAN ANDEL
001 ............................... 00
� �, T� S� I � E N S E �.• G�� ."
jiIt-tONAL
100% SUBMITTAL
0
v
M
0
m
E
V
0
IL
0
STA 3 +26.90,
0.00 LT
STA 3 +21.90 EL = 775.94
STA 3 +13.37, 0.00 Lf
0.00 LT EL - 776.10
EL - 776.81
PROPOSED RETAINING WALL STA 3 +31.40,
0.00 LT
-
EL - 776.18
EXISTING SIDEWALK
BACK OF CURB
GUTTER LINE STA 3 +31.40,
EDGE OF CONCRETE EL 5.00 RT
- 776.10
STA 3 +13.37
5.00 Rf PROPOSED FACE OF CURB
EL - 776.74 STA 3 +26.90,
STA 3 +13.37 STA 3 +21.90 5.00 RT
6.60 Rf 5.00 Rf EL - 775.87
EL - MATCH EXIST EL - 776.03
TYPE II SIDEWALK RAMP
PROPOSED RAMP 1 DETAIL
STA 3 +13.37 TO 3 +31.40
STA 3 +47.1
0.00
EL - 776.
STA 3 +44.19
0.00 Lf
EL - 776.55
STA 3 +44.19
5.00 Rf
EL - 776.48
PROPOSED FACE OF CURB
STA 3 +47.64 -�
5.00 Rf
EL - 776.38
TYPE II SIDEWALK RAMP
A 3 +52.64,
00 RT
STA 3 +52.64,
5.00 RT
EL - 776.66
PROPOSED RAMP 2 DETAIL
STA 3 +44.19 TO 3 +78.65
I A 3 +78.65,
00 LT
- 778.90
-PROPOSED RETAINING WALL
_,--EXISTING SIDEWALK
BACK OF CURB
�GUTTER LINE
.l, EDGE OF CONCRETE
STA 3 +78.65,
5.00 RT
EL - 778.83
-STA 3 +78.65,
6.73 RT
EL - MATCH EXIST
1 /q" CHECKERED PLATE 10-Yq„
A a A CONCRETE SIDEWALK
SEE DETAIL 1 1 /q" SCREW 0 12" O.C. /-1/4" x Y4" BAR
t 39 t EXPANSION JOINT
L J N L _
i /q" CHECKERED PLATE #3 BARS WEDDED TO
ANGLE O 18 O.C.
2"x2 ")�/t" ANGLEi
' Jt
W
�6"W'
MESH 02.9 ``� OF <<t t
CONCRETE CURB `. " �P•' Fr1t����
8
CONCRETE SIDEWALK DRAIN DETAIL SECTION A -A DETAIL 1 i• *•'..................... i
LAUREN VAN ANDEL
SCALE: N.T.S. SCALE: N. T.S. SCALE: N. T. S. ♦ . ................................
� ##I T� S� I � E N S E �.• G�� ."
WOOD FENCE 0N-AL- �.
FINISHED GROUND
100% SUBMITTAL
RELOCATE LIGHT POLE AND I 8" INLINE DRAIN
PROPOSED 8 „ INLINE DRAIN REMOVE EXISTING FOUNDATION EL = 779.90
STA 3 +37.12 NYLOPLAST 8" INLINE DRAIN
(OR APPROVED EQUAL)
8" DUCTILE IRON GRATE
PROVIDE A TYPE A GROUND BOX NYLOPLAST STANDARD GRATE
IN PLACE AND EXTEND EXISTING FOR H -10 PEDESTRIAN LOADING
CONDUITS TO PROPOSED GROUND BOX (OR APPROVED EQUAL)
CONCRETE SIDEWALK DRAIN RELOCATE EXISTING SIGN 6" ADAPTER EL 775.99 NOT TO SCALE
~``.. �� R1 - 1 CONCRETE SIDEWALK DRAIN JKR LVA 09/1
6" PVC PIPE 1/4" CHECKERED PLATE
�.
6" 90° RENO 1.5% 3" CURB
? �•�'� NO. REVISION DRAWN JAPPROVED I
EXIST PAVEMENT
FL - 775.46
ion & N wnam', Inc.
PROVIDE 1" CONDUIT WITH 3 # 10s TO -J
EXTEND TO RELOCATED FIXTURE. SPLICE
CONDUCTORS IN THE PROPOSED GROUND
BOX TO THE EXISTING CONDUCTORS
CORNER LOCATION DETAILS
NOTE: CONTRACTOR SHALL COORDINATE
WITH GVEC FOR CONDUIT AND
FOUNDATION STANDARD DETAILS
PROPOSED 8" INLINE DRAIN DETAIL
STA 3 +37.12
CONCRETE
Proposal Response To Solicitation # 15-PW-38-C-02
CONSTRUCTION OF WOODLAND OAKS RETAINING WALL
Pl�coame:
51 Sheffield Road
Seguin, TX 78155
Phone: 830-401-4660
Guadalupe County
IM111,491301
Printed Name:
515 Sheffield Road
Seguin, TX 78155
Phone: 830-401-4660
Guadalupe County
E-mail: dsconcretecontractors@gmail.com
www.dsconcretecontractors.net
gx=*1 M
Purchasing & Asset Management Department
1400 Schertz Parkway, Bldg. # 2,
Schertz, TX 78154
TABLE OF CONTENTS
SECTION
PAGE NUMBER
Executive Summary
3
Project Scope
4
Staffing Plan
5
Key Personnel
6
Equipment List
8
Project Schedule
8
Quality Control Plan
9
Exhibits:
• Past Performance
• Pricing
• Bid Bond
• Solicitation Documents
• Letter From Bank- Indicating
Sufficient Available
Working Capital
EXECUTIVE SUMMARY
Founded in 2009, [) &c S Concrete Contractors <Z]&q\ leuconcrete contractor whose partners
possess over 30 collective years of experience specializing inresidential and commercial
concrete construction. &mapartnership headquartered in Seguin TX, we serve the south central
Texas region by completing a wide variety of concrete and retaining wall projects rangiog
from new construction to commercial renovation. Ll&8 takes pride in meeting and exceeding
the needs of our clients by making sure that our projects are completed on time, on budget and
in accordance with the solicitation's requirements, We maintain an impeccable safety record
boasting no employee time lost due tn injuries since the company's iuccpdno. As urcpu1ub]e
contractor, *coffinn that v/cdn not have a history of ligation oz arbitration, nor have we
encountered o situation where liquidated damages have been accessed.
D&S COMMERCIAL SERVICES
Box Culvert Construction and
Installation
3
F2 �@ � -- �# �
D&S shall serve as the general contractor for the Project, which is represented as the
construction of the Woodland Oaks Retaining Wall. This project consists of the following tasks:
Tasks To Be Completed
a) Removal of an existing
railroad tie retaining wall;
c) Removal and reconstruction X
wood fence, sidewalk, curb and
gutter;
b) Construction of a 1,394 square foot cast
in place concrete retaining wall;
d) Rremoval of existing
streetlight, relocation of
conduit, and
reconstruction of light
Successful Project Completion!
D&S will be also responsible for: obtaining all applicable permits and inspections; providing all
necessary performance and payment bonds and insurance certificates; and providing the City of
Schertz with all warranties for all equipment installed. D&S shall work with the City's
engineer to provide some preconstruction services including, but not limited to, value
engineering. Construction Services may include, but not necessarily be limited to, all work
associated with construction, maintenance, and warranty of the facility.
4
PROPOSED STAFFING PLAN
In order to complete the requirements listed in the scope of work, D&S intends to utilize a
sufficient number of workers and associated management personnel to ensure that all tasks are
completed on schedule, and in accordance to the specifications of the solicitation:
Project Organizational Chart
Project Responsibilities
5
Mr. Jose Dominguez
SUMMARY OF QUALIFICATIONS:
• OSHA Construction Safety Certified
• Bilingual (English and Spanish)
• Experience in dealing with state and federal projects
• Proactive leader and communicator
• Experience in Commercial and Industrial environments
• Extensive experience in concrete construction
• Experience working in high security environments
• Highly driven and hardworking
EDUCATION: Bachelor of Science in Industrial Technology: Construction Technology
Texas State University - San Marcos, Texas
EXPERIENCE:
Project Manager: D&S Concrete Contractors June 2012- Present
• Oversee all aspects of construction including acquiring permits, scheduling, etc.
• Oversee field operations on multiple projects
• Communicate project development reports to GC and Owner
• In charge of projects/crews and ensuring all projects were delivered on time & on budget
• Acquiring and training of new staff
• Conduct weekly safety meetings and on site project progress evaluations
• In Charge of submitting all Pay applications and Change orders
Project Engineer: Swinerton Builders
6
May 2009 — Dec 2011
• Create and oversee punch-list completion
• Perform quantity take-off s using computer estimating software
• Maintain Submittal and RFI Logs
• Conduct job-site safety meetings
• Conduct subcontractor coordination meetings and maintain meeting minutes
• Maintain all miscellaneous subcontractor forms
• Coordinate all construction operations with A/E and owner representative
• Assist Project Manager in creating and implementing project schedule
Assistant Superintendent: Seven T's Construction
June — August 2007 and 2008
• Perform quantity take-offs
• In charge of ordering and inspecting materials
• Perform Work area safety inspections
• Worked with management in overall project coordination
7
EQUIPMENT LIST
Below is a list of the equipment owned by the contractor to be utilized on this project:
PROJECT SCHEDULE
Below is an overview of the company's proposed milestone in order to ensure timely
completion of this project within the stated 60 day requirement:
• Receipt of Notice To Proceed
• Removal of an existing railroad tie retaining wall;
• Construction of a 1,394 square foot cast in place concrete retaining wall;
Removal and reconstruction of wood fence, sidewalk, curb and gutter;
8
QUALITY CONTROL PLAN
Internal Review Procedures
During the performance ofn contract, [)&3` project manager shall conduct a thorough review
onuweekly basis toensure that all deliverables and contractual requirements are being met.
D&Sdcve\ops a thorough quality audit checklist based upon the contract's scope nf
vvork/northrozancurnotk mtoTcrncot, and using this checklist our company's services and/or
products are evaluated tn ensure compliance with all requirements.
Appointment of QAIQC Personnel
The P()C responsible for ensuring quality mfthe project construction ia Mr. Jose Dominguez.
Subcontractor Utilization JfManagement
D&S strives to perform the majority of the contractual work using in-house resources and
personnel. In the event that a subcontractor im used to provide additional value to the client,
[>&cSvvi)| subject the subcontractor's services and/or products 0m the same weekly quality
zorievv. A separate quality audit checklist will be developed specifically for the subcontractor's
products and/or services to ensure compliance with contractual requirements, and a member
from the subcontractor's management team will be required participate in the regular reviews.
Problem Resolution
ln the event that n problem arises during contract execution, members from Z)&S,a management
1cum will immediately develop on action plan to resolve or mitigate and issues hindering our
company from meeting our quality standards. Once developed, our company will
cncn000niouto this action plan to all personnel associated with the project, and our management
teuznvvUl monitor the implementation of the proposed actions to ensure that all challenges are
resolved iow timely and satisfactory manner. Wc will conduct regular follow up reviews and
communications to insure that the problem does not reoccur.
9
• � � � � r �
City of Schertz
Woodland Oaks Retaining Wall
ADDITIONAL RESPONDENT INFORMATION
Complete the additional requirements of the Proposal. All blanks must be filled in for the
Proposal to be considered responsive. If a question is not applicable, put the words "not
applicable" in the space provided.
1. What similar public works projects has your company completed?
P-5 Price Proposal
Owner's Phone
Project
Owner
Number
Description
Date Completed
Contract Amount
TXDOT(cottula Rest
et,walls,
10/2013
$129,000
Areas)
956 - 712 -7780
eadwalls SW C &G
COSA(woodlawnLa
SW,Rip -rap,
05/2015
$79,000.00
e Park
210 -615 -5950
Headwalls, C &G
TXdot Aviation .
07/2014
180,000.00
erville ai ort.
10-615-5950
10 -615 -5950
C &G Taxi-way
P-5 Price Proposal
EXHIBIT
PRICING
City of Schertz
Woodland Oaks Retaining Wall
PRICE PROPOSAL
PROPOSAL OF a corporation
A partnership consisting of
Jose A Dominguez Sr, Jose A Dominguez Jr
An individual doing business as
TO THE CITY OF SCHERTZ:
Pursuant to Request for Proposals, the undersigned proposes to furnish all labor and
materials as specified and perform the work required for the WOODLAND OAKS
RETAINING WALL in accordance with the Plans and Specifications for the following
prices to wit:
ITEM
NO.
SPEC NO.
DESCRIPTION (UNIT PRICE TO BE
WRITTEN IN WORDS)
UNIT
QTY
UNIT PRICE
IN FIGURES
TOTAL IN
FIGURES
1.01
1.02
1.03
01502 -1
01555 -1
01570 -1
MOBILIZATION
Ten - thousand two - hundred Dollars
LS
LS
Ls
1
1
1
$
$ 10,200.00
$
$2,500.00
and Cents
TRAFFIC CONTROL AND REGULATION
Two - thousand five - hundred Dollars
$
$ 580.00
and Cents
STORMWATERPOLLUTIONPREVENTION
PLAN
Five- hundred eighty Dollars
and Cents
P-1 Price Proposal
City of Schertz
Woodland Oaks Retaining Wall
1.04
1.05
1.06
1.07
1.08
1.09
02233-1
01740-1
02221-1
1
0222.
02233-2
02631-1
REMOVE FENCE
Seven-hundred Dollars
LF
LF
SY
LS
ACRE
LF
156
156
141
1
0.05
6
$4.48
$700.00
$11.53
$1800.00
$6400.00
and Cents
FURNISH AND INSTALL WOOD FENCE
One-thousand eight-hundred Dollars
$45.39
and Cents
REMOVE SIDEWALK
Six-thousand four-hundred
$
$
$ 1400.00
—Dollars
and Cents
REMOVE RETAINING WALL
One-thousand four-hundred Dollars
$780.00
$65.00
and Cents
CLEARING AND GRUBBING
Seven-hundred eigtv —Dollars
and Cents
6" AWWA C900 PVC PIPE
Sixty-five Dollars
$10.83
and Cents
P-2 PriceProposal
City of Schertz
Woodland Oaks Retaining Wall
1.10
1.11
1.12
1.13
1.14
1.15
02632-1
02771-1
02775-1
02835-1
02922-1
TXDOT
432-6001
NYOPLAST 8" INLINE DRAIN AND COVER
Two-hundred fifty
EA
LF
SY
SF
SY
CY
1
73
175
1,394
333
7
$
$250.00
$21.00
$ 1533.00
—Dollars
and Cents
CONCRETE CURB AND GUTTER
One-thousand five-hundred thirty-three Dollars
and Cents
$54.14
$9475.00
CONCRETE SIDEWALK
Nine-thousand-four-hundred seven -five
$
$ 62,000.00
—Dollars
and Cents
RETAININGWALL
Sixty-two thousand Dollars
$
$314.00
$ 1500.00
and Cents
SODDING
One-thousand five-hundred
$2200.00
—Dollars
and Cents
CONCRETE RIPRAP (4" THICK)
Two-thousand two-hundred
—Dollars
and Cents
P-3 PriceProposal,
City of Schertz
Woodland Oaks Retaining Wall
1.16
TXDOT
610-6002
RELOCATE RD IL ASM (SHOE-BASE)
EA
1
$
$1800.00
One-thousand eight-hundred
—Dollars
and Cents
1.17
TXDOT
644-6068
RELOCATE SM RD SN SUMAM TY
IOBWG
EA
1
$
$450.00
Four-hundred fifty
—Dollars
and Cents
1.18
02632-2
CONCRETE SIDEWALK DRAIN
EA
1
$
$325.00
Three-hundred twenty -five
—Dollars
and Cents
One-hundred three thousand nine-hundred and fifty-eight Dollars
TOTAL PRICE
$103,958.00
Complete the additional requirements of the Proposal which are included on the
following pages.
2. Respondent must return pages P-1 through P-4 with this Proposal. Any and all Addenda
which are issued by the City with appropriate signatures acknowledging receipt shall be
attached to and made a part of this Proposal.
3. The Work- included in this Proposal shall be Substantially Complete, as defined in the
General Conditions within 90 calendar days from issuance of the Notice to Proceed.
P-4 Price Proposal
EXHIBIT
KNCWALL MEN 8Y THESE PRESENTS, that wa D & S Concrete Contractors
515 Sheffleid, Seguin, TX 78155
ao Principal, hereinafter called the Principal, and The Ohio Casualty Insurance Company
o corporation duty organized under the laws of the State of New Hampshire ms8unet/ hereinafter
called the Surety, are held and firmly bound unto City of Schertz
1400 Schertz Parkway, Schertz, TX 78154 ea Obligee, hereinafter called the Obligee, |n the sum of
for the payment of which sum well and truly to be made, the said Principal and the said Surety, bind ourselves, our heirs, exe- utors,
administrators, successors and assigns, jointly and severally, firmly by these presents.
WHEREAS, the Principal has submitted e bid for,
Comer Woodland Oaks Dr. and Woodbridge
NOW, THEREFORE, if the Qbllgee shall accept the bid of the Principal and the Principal shall enter into mContract with the Obligee in
accordance with the terms o[ such bid, and give such bond or bonds as may be specified in the bidding or Contract Documentswith
good and sufficient surety for the faithful performance of such Contract and for the prompt payment of labor and material furnished in
the proseoution thereof, or in the event of the failure of the Principal to enter such Contract and give such bond or bonds, if the
Principal shall pay to the Obligee the difference not to exceed the penalty hereof between the amount specified in said bid and such
larger amount for which the Obligee may in good faith contract with another party to perform the Work covered by said bid, then this
obligation shall bo null and void, *ihemwimetu remain in full force and effect.
Signed and sealed this 15th day of October 2015
"M ess)
(Principal) �Seal)
.,
'/mw
� .
The Ohio Casually Insurance Company
�
Debbie Hay, Attorney-In-Fact
THIS Pi3W-r-R OF ATTORNEY IS NOT VALID UNLESS IT 1S PRINTED ON RED BACKGROUND.
This Power ofAttorney.limits the acts of those named herein, and they have no authority to bind the Companyexcept in the manner and to the extent herein stated.
Certificate No. 61 78074
American Fire and Casualty Company liberty Mutual Insurance Company
The Ohio Casualty Insurance Company West American Insurance Company
POWER OF ATTORNEY
KNOWN ALL PERSONS BY THESE PRESENTS, That American Fite & CasualtyCompany and The Ohio Casualty insurance Company are corporations duty organized under the laws of
the State of New Hampshire, that Liberty Mutual insurance Company is a corporation duty organized under the taws of the State of Massachusetts, and West American Insurance Company
is a corporation duly organized under the laws of the State of Indiana {herein collectively called the "Companies"), pursuant to and by authority herein set forth, does hereby name, constitute
and appoint, BruceBarnard; Debbie Hal&,Denni Newsorne: GMn Crouch- KIM BovveM: Leann Cox: Martin L. Morris
all of the city of Seauin , state of Tx _ each individually if there be more than one named, its true and lawful attorney-In-fact to make, execute, seal, acknrnMedge
and deliver, for and on Its behalf as surety and as its act and deed, any and all undertakings, bonds„ recognizances and other surety obligations, in pursuance of these presents and shall
be as binding upon the Companies as if they have been duly signed by the president and attested by the secretary of the Companies in theirown proper persons.
IN WITNESS WHEREOF,, this Power of Attorney has been subscribed by an authorized officer or official of the Companies and the corporate seals of the Companies have been affixed
thereto this 19th day of June 2013
American Fire and Casualty Company
The Ohio Casualty Insurance Company
`; .t r` LlbertyMutual Insurance Company ts.
1 ICS
f 4 5 9 WestAmerican Insurance Company
By: ✓�ywrf" 4 lrs�-
STATE OF WASHINGTON s$ Gregory iV Davenport, Assistant Secretary
ryT-
COUNTY OF KiNG
On this 19th day of June , 2013 , before me personally appeared Gregory W. Davenport, who acknowledged himself to be the Assistant Secretary of American
Fire and Casualty Company, Liberty Mutual Insurance Company, The Ohio Casualty Company, and West American Insurance Company, and that he, as such, being authorized so to do,
execute the.foregoing instrument for the purposes therein contained by signing on behalf of the corporations by himself as a duly authorized officer.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my notarial seal at Seattle, Washington, on the day and year first above written.
KD Riley, NotdI4 Public
This Power ofAttomeyis made and executed pursuant to and by authority of the following By-laws andAuthorizatim of American Fire and Casualty Company, The Ohio Casualty Insurance
Company, Liberty Mutual Insurance Company, and WestAmedcan Insurance Company which resolutions are now in full force and effect reading as follows.
ARTICLE iV— OFFICER$— Section 12. Power of Attorney, Any officer or other official of the Corporation authorized for that purpose in writing by the Chairman or the President, and subject
to such limitation as the Chairman or the President may prescribe, shall appoint such attomeys4n -fact, as may necessary to act in behalf of the Corporation to make, execute, seal, -
acknowledge and deliver as surety any and all undertakings, bonds, recognizances and other surety obligations. Such attomeye -in -fact, subject to the limitations set forth in their respective
powers of attorney, shall have full power to bind the Corporation by their signature and execution of any such instruments and to attach thereto the seal of the Corporation. When so
executed, such instruments shall be as binding as it signed by the President and attested to by the Secretary. Any power or authority granted to any representative or adomey -in -fact under
the provisions of this article may be revoked at any time by the Board, the Chairman, the President or by the officer or officers granting such power or authority,
ARTICLE XIII — Execution of Contracts — SECTION 5. Surety Bonds and Undertakings, Any officer of the Company authorized for that purpose in writing by chairman or the president,
and subject to such limitations as the chairman or the president may prescribe, shall appoint such attomeys-in -fact, as may be necessary to act in behalf of the Company to make, execute,
seat, acknowledge and deliver as surety any and all undertakings, bonds, recognizances and other surety obligations, Such attorneys -in fact subject to the limitations set forth in their
respective powers of attorney, shall have full power to bind the Company by their signature and execution of any such instruments and to attach thereto the seat of the Company. When so
executed such instruments shall be as binding as if signed by the president and attested by the secretary.
Ceftificate of Designation — The President of the Company, acting pursuant to the Bylaws of the Company, authorizes Gregory W. Davenport, Assistant Secretary to appoint such
attorneys -in fact as may be necessary to act on behalf of the Company to make, execute, seal, acknowledge and deliver as surety any and all undertakings, bonds, recognizances and
other surety obligations.
Authorization — By unanimous consent of the Company's Board of Directors, the Company consents that facsimile or mechanically reproduced signature of* assistant secretary ofthe
Company, wherever appearing upon a certified copy of any power of attorney Issued by the Company in connection with surety bonds, shall be valid and bading upon the Company with
thesame force and effect as though manually affixed.
1, David M. Carey, the undersigned, Assistant Secretary, of American Fire and Casualty Company, The Ohio Casualty Insurance Company, Liberty Mutual-Insurance Compfiny, and West
American insurer= Company do hereby certify that the original power of attorney of which the foregoing is full, tme and correct copy of the PoverofAttomey executed by said Companies,
is in full force and effect and has not been revoked. J t,
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seals of said Companies this I day of 2Q .
6 y, r
David M. Care Assistant Secretary
{�A,,� 3`d f.' .5% iii �.•;?, r ,,ri '^ c � "wi.'t .%:_
,vyrll�:�if �. «'%� ✓�k;7 .•J�+� °:.:,. t'. ':..� ��5•'l +ls: alt K S` � ..,tiR��.,;1,,, m
�'°",^e^kxm�N^jPS ( =4ww._ -Mpg,' .w.wu,w+ Y ��4•'"�». �xw+°F^'
LM8 12873 692012 ,
38 of 75
SOLICITATION
DOCUMENTS
13
City of Schertz
Woodland Oaks Retaining Wall
BID PROPOSAL
Accompanying this proposal is a Bid Bond or Certified or Cashier's, Check on a State or National Bank
payable to the Order of the City of Schertz, Texas for
dollars ($ 520 ), which amount represents five percent (5 %) of the total bid price.
Said bond or check is to be returned to the Respondent unless the proposal is accepted and the
Respondent fails to execute and file a contract within 10 calendar days after the award of the Contract, in
which case the check shall become the property of said City of Schertz, Texas, and shall he considered as
payment for damages due to delay and other inconveniences suffered by said City of Schertz, Texas due
to the failure of the Respondent to execute the contract. The City of Schertz, Texas reserves the right to
reject any and all proposals.
It is anticipated that the Owner will act on this proposal within 45 calendar days after the proposal
opening. Upon acceptance and award of the contract to the undersigned by the Owner, the undersigned
shall execute standard City of Schertz, Texas Contract Documents and make Performance and Payment
Bonds for the full amount of the contract within 10 calendar days after the award of the Contract to secure
proper compliance with the terms and provisions of the contract, to insure and guarantee the work until
final completion and acceptance, and the guarantee period stipulated, and to guarantee payment of all
lawful claims for labor performed and materials furnished in the fulfillment of the contract.
It is anticipated that the Owner will provide written Authorization to Proceed within 10 days after the
award of the Contract.
The Contractor hereby agrees to commence work under this Contract immediately after issuance by the
City of Schertz, Texas of the written Authorization to Proceed and to complete the work within 90
calendar days from the Notice to Proceed. Under no circumstances shall the work commence prior to
Contractor's receipt of City of Schertz, Texas issued, written Authorization to Proceed.
The undersigned certifies that the proposal prices contained in the proposal have been carefully checked
and are submitted as correct and final.
In completing the work contained in this proposal the undersigned certifies that Respondent's practices
and policies do not discriminate on the grounds of race, color, religion, sex or national origin and that the
Respondent will affirmatively cooperate in the implementation of these policies and practices.
Signed: D &S Concrete Contractors
C yN
Authori Comp ignature
Jose Dominguez
Name Printed
515 Sheffield Rd
Address
Seguin, TX 78155
City, State, Zip
830- 556 -8794
Telephone
M
Acknowledgement by Bidder
Each bidder is requested to acknowledge receipt of this Addendum No. 1 by his/her signature affixed
hereto and to file it with and attached to his/her bid.
The undersigned acknowledges receipt of this Addendum No. 1, and that the bid submitted herewith is in
accordance with the information and stipulations set forth.
October 15th 2015
Date Sign oTI3fdder----
Jose Dominguez
Typed or Printed Name
2 of 2
EXHIBIT
14
COP
October 13, 2015
Re: D & S CONCRETE CONTRAIj
To Whom It May Concern:
We are providing you with the following information at the request of JOSE A
DOMINGUEZ
D & 8 CONCRETE CONTRACTORS has maintained a SPARK BUSINESS CASHBAI account
since 07101/2015,
There is presently on deposit at Capital One Bank $ 22, 411- -69- The average monthly
balance is $ 20, .234, 32
If you require further information, please call me at {210) 775-7830.
Sincerely,
Raul Castillo
PARK NORTH
Customer's Signature
803 Northwest Loop 410 San Antonio TX 78213
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