HomeMy WebLinkAboutAGMT - CivicStone (Leisure World Grant Administration) PROFESSIONAL SERVICES AGREEMENT
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City of Seal Beach
211 8th Street
Seal Beach, CA 90740
CivicStone, I nc.
4195 Chino Hills Parkway, #267
Chino Hills, CA 91709
(909) 364-9000
This Professional Service Agreement ("the Agreement") is made as of
2015 (the "Effective Date"), by and beN.teen CivicStone, Inc. ("Consultant"), a California
Corporation, and the City of Seal Beach ("City"), a California charter city, ("Party" or
collectively, "the Parties").
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RECITALS
A. City desires certain professional services as specified herein.
B. Consultant represents that it is qualified and able to provide City with such
services.
NOW THEREFORE, in consideration of the Parties' performance of the
promises, covenants, and conditions stated herein, the Parties hereto agree as
follows.
AGREEMENT
1.0 Scope of Services
1.1. Consultant shall provide those services ("Services"), set forth in the
attached Exhibit A. To the extent that there is any conflict between Exhibit A
and this Agreement, this Agreement shall control.
1.2. Consultant shall perform all Services under this Agreement in
accordance with the standard of care generally exercised by like professionals
under similar circumstances and in a manner reasonably satisfactory to City.
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1.3. In performing this Agreement, Consultant shall comply with all
applicable provisions-of federal, state, and local law.
1.4. Consultant will not be compensated for any work performed not
specified in the Scope of Services unless City authorizes such work in advance
and in writing. The City Manager may authorize extra work to fund unforeseen
conditions at-a cost not to exceed a cumulative amount of$10.,000, Payment for
additional. work costing more than $10,000 requires prior City Council
authorization.
2.0 Term
This term of this Agreement shall commence as of the Effective Date and shall
continue until June 30, 2018 unless previously terminated as provided by this
Agreement.
2.1 City, at its sole option, may extend-the term of this Agreement-once
under the same terms and conditions for a period of up to one year by providing
written notice of such extension to Consultant prior to the expiration of the initial
term.
3.0 Consultant's Compensation
In consideration of the performance of the Services set forth in Exhibit A, City
will pay Consultant in accordance with the fee schedule set forth in Exhibit A for
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Services but in no event will City pay more than the amount budgeted for such
services under Account Number 067-081-44000- in City's budget. If an increase
in funds is required in Account Number 067-081-44000 to maintain the desired
level of service to City, a budget amendment must be approved prior to
exceeding the budgeted amount. Any additional work authorized by City
pursuant to Section 1.4 will be compensated in accordance with the rate
schedule set forth in:Exhibit A.
4.0 Method of Payment
4.1. Consultant shall submit to City monthly invoices for all services
rendered pursuant to this Agreement. Such invoices shall be submitted within 15
days of the end of the month during-which the services were rendered and shall.
describe in detail the services rendered during the period, the days worked,
number of hours worked, the hourly rates charged, and the services performed
for each day in the period. City will pay Consultant within 30 days of receiving
Consultant's invoice. City will not withhold any applicable federal or state payroll
and other required taxes, or other authorized deductions from payments made to
Consultant.
4.2. Upon at least 24 hours' written notice.from City, Consultant shall
allow City or City's agents or representatives to inspect at Consultant's offices
during reasonable business -hours all records, invoices, time cards; cost control
sheets and other records maintained by Consultant in connection with this
Agreement. City's rights under this Section 4.2 shall survive for two years
following the termination of this Agreement.
6.6 Termination
5.1. This Agreement may be terminated by City, with or without cause,
or by Consultant based on reasonable cause, upon giving.the other party written
notice thereof not less than 30 days prior to the date of termination.
5.2. This Agreement may be terminated by City upon 10 days' notice to
Consultant if Consultant fails to provide satisfactory evidence of renewal or
replacement of comprehensive general liability insurance as required by this
Agreement at least 20 days before the expiration date of the previous policy.
6.0 Party Representatives
6.1. The City Manager is City's representative for purposes of this
Agreement,
62. Monique M. Eliason is Consultant's primary representative for
purposes of this Agreement.
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7.0 Notices
7.1. All notices permitted or required under this Agreement shall be
deemed made when personally delivered or when mailed 48 hours after deposit
in the United States Mail, first class postage prepaid and addressed to the party
at the following addresses.-
To City: City of Seal Beach
211 8th Street
Seal Beach, California 90740
Attn: City Manager
To Consultant: CivicStone, Inc..
4195 Chino Hills Parkway #,267
Chino Hills, CA 91709
Attn: Monique M. Eliason
7.2. Actual notice shall be deemed adequate notice on the date,actual
notice occurred, regardless of the method of service.
8.0 Independent Contractor
8.1. Consultant is an independent contractor and not an employee of
City. All services provided pursuant to this Agreement shall be performed by
Consultant or under its supervision. Consultant will determine the means,
methods, and details of performing the services. Any additional personnel
performing services under this Agreement on behalf of Consultant shall also not
be employees of City and shall at all times be under Consultant's exclusive
direction and control. Consultant shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of services
under this Agreement and as required by law. Consultant shall be responsible
for all reports and obligations respecting such additional personnel, including, but
not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance. and Workers' Compensation insurance.
8.2. Consultant shall indemnify and hold harmless City and its elected
officials, officers, employees, servants, designated volunteers, and agents
serving as independent contractors in the role of City officials, from any and all
liability, damages, claims, costs and expenses of any nature to the extent arising
from Consultant's personnel practices. City shall have the right-to offset against
the amount of any fees due to Consultant under this Agreement any amount due
to City from Consultant as a result of Consultant's failure to promptly pay to City
any reimbursement or indemnification arising under this Section.
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9.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written
approval of City. Consultant is fully responsible to City for the performance of
any and all subcontractors.
10.0 Assignment
Consultant shall not assign or transfer any interest in this Agreement whether by
assignment or novation, without the prior written consent.of City. Any purported
-assignment without such consent shall be void and without effect.
111.0 Insurance
1,11.1. Consultant shall hot commence work under this Agreement until it
has provided evidence satisfactory to City that Consultant has secured all
insurance required Under this Section. Consultant shall furnish City with original
certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to City. The certificates and endorsements for
each insurance policy shall be signed by a person authorized by that. insurer to
bind coverage on its behalf, and shall be on forms provided by City if requested.
All certificates and endorsements shall be received and approved by'City before
work commences. City reserves the right to require complete, certified* copies of
all required insurance,policies,, at any time-.
11.2. Consultant shall, at its expense, procure and maintain for the
duration of'the Agreement, -insurance against claims for injuries to persons or
damages to property that may arise from or in connection with the performance
of this Agreement. -insurance is to be placed with insurers with a current A.M.
Best's rating no less than A.-Vill, licensed to do business in California,.i and
satisfactory to City. Coverage shall be at least as broad as the latest version of
the following: �1) General Liability: Insurance Services Office Commercial
General, Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001,
code 1I (any auto); and, if required by the City, (3) Professional Liability.
Consultant shall maintain limits no less than* (1) General Liability: $2,GOO,000
per occurrence for bodily injury, personal injury and property damage and if
Commercial General Liability Insurance or other form with a general aggregate
limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required
occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily
injury and property damage; and (3) Professional Liability.- $1,000,000 per
claim/aggregate.
11.3. The insurance policies shall contain the following provisions, or
Consultant shall provide endorsements on forms supplied or approved by City to
state. ('11) coverage shall not be suspended, voided, reduced or canceled except
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after 30 days prior written notice by certified mail, return receipt requested, has
been given to City; (2) any failure to comply with reporting or other provisions of
the policies, including breaches of warranties, shall not affect coverage provided
to City, its directors, officials, officers, (3) coverage shall be primary insurance as
respects City, its directors, officials, officers, employees, agents and volunteers,
or if excess, shall stand in an unbroken chain of coverage excess of Consultant's
scheduled underlying coverage and that any insurance or self-insurance
maintained by City, its directors, officials, officers, employees, agents and
volunteers shall be excess of Consultant's insurance and shall not be called upon
to contribute with it; (4)for general liability insurance, that City, its directors,
officials, officers, employees, agents and volunteers shall be covered as
additional insureds with respect to the services or operations performed by or on
behalf of Consultant, including materials, parts or equipment furnished in
connection with such work; and (5) for automobile liability, that City, its directors,
officials, officers, employees, agents and volunteers shall be covered as
additional insureds with respect to the ownership, operation, maintenance, use,
loading or unloading of any auto owned, leased, hired or borrowed- by Consultant
or for which Consultant is responsible.
11.4. All insurance required by this Section: shall contain standard
separation of insureds provisions and shall not contain any special limitations on
the scope of protection afforded to City, As directors, officials, officers,
employees, agents, and volunteers.
11 .5. Any deductibles or self-insured retentions shall be declared to and
approved by City. Consultant guarantees that, at the option of City, either:
(1) The insurer shall reduce or eliminate such deductibles or self-in'sured
retentions as respects City, its directors, officials, officers, employees, agents,
and volunteers; or (2) Consultant shall procure a bond,guaranteeing payment of
losses and related investigation costs, claims and administrative and defense
expenses,
12,0 Indemnification, Hold Harmless, and Duty to Defend
To the full extent permitted by law, Consultant shall defend, indemnify, and hold.
City, its officials, officers, employees, volunteers and agents serving as
independent contractors in the role of city officials (collectively "Indemnitees")
free and harmless from any and all claims, demands, causes of action, costs,
expenses, liability, loss, damage or injury, in law or equity, to property or
persons, including wrongful death, in any manner arising out of or incident to any
acts or omissions of Consultant, its employees, or its agents in connection with
the performance of this Agreement, including without limitation the payment of all
consequential damages and attorneys' fees and other related costs and
expenses, except for such loss or damage arising from the sole negligence or
willful misconduct of City. With respect to any and' all such aforesaid suits,
actions, or other legal proceedings of every kind that may be brought or instituted
against Indemnitees, Consultant shall defend Inderrihitees with counsel of
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Indemnitees' choice, at Consultant's full cost, expense, and risk, and shall pay
and satisfy any judgment, award, or decree that may be rendered against
Indemnitees. Consultant shall not have the right to settle or compromise any
claim, action, lawsuit or proceeding hereunder without the consent of City, which
shall not be unreasonably withheld if such settlement includes aJull waiver and
release of all claims against Indemnitees. Consultant shall reimburse City and its
directors, officials, officers, employees, agents and/or volunteers,for any and all
legal expenses and costs incurred by each of them in connection therewith or in
enforcing the indemnity herein provided. Consultant's obligation to indemnify
shall not be restricted to insurance proceeds, -if any, received by Consultant, City,
its directors, officials, officers, employees, agents or volunteers. !,City shall have
the right, to offset against the amount of any fees due to CoMultant under this
Agreement any amount due to City from Consultant as a result ;of Consultant's
failure to promptly pay to City any reimbursement or indemnification arising under
this Section. Ail duties of Consultant under this Section shall survive termination
of this Agreement.
13.0 Equal Opportunity
Consultant affirmatively represents that it is an -equal opportunity employer.
Consultant shall, not discriminate against any subcontractor, employee, or
applicant for em*plo"yment because of race, religion, color., national 'origin,
handicap, ancestry, sex, sexual orientation, or age. Such non-Aiscrimination
includes, but is not limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or
termination.
14.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions
of Section 3700 of the California Labor Code that require every employer=to be
insured against liability for Workers' Compensation or to undertake self-insurance
in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
15.6 Entire Agreement
This Agreement contains the entire agreement of the Parties with respect to the
subject matter hereof, and supersedes all prior negotiations, understandings, or
agreements, This Agreement, including Exhibits, may only be modified by a
writing signed by both Parties.
16.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not
void or affect the validity of the other provisions of this Agreement.
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17.0 Governing Law
This Agreement shall be governed by and construed in accordance with the laws
of the State of California.
18.0 No Third Party Rights
No third party shall be deemed to have any rights hereunder against either party
as a result of this Agreement.
19.0 Waiver
No waiver of any default shall constitute a waiver of any other default or breach,
whether of the same or other covenant or condition. No waiver, benefit, privilege,
or service voluntarily given or performed by a party shall give the other party any
contractual rights by custom, estoppel, or otherwise.
20,0 Prohibited Interests; Conflict of Interest
20.1. Consultant covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or
which would conflict in any manner with the performance of the Services.
Consultant further covenants that, in performance of this Agreement, no person
having any such interest shall be employed by it. Furthermore, Consultant shall
avoid the appearance of having any interest, which Would conflict in any manner
with the performance of the Services. Consultant thall not accept any
employment or representation during the term of this Agreement which is or may
likely make Consultant "financially interested" (as provided in California
Government Code 3§1090 and 87100) in any decision made by City on any
matter in connection with which Consultant has been retained.
20.2. Consultant further warrants and maintains that it has not employed
or retained any person or entity, other than a bona fide employee working
exclusively for Consultant, to solicit or obtain this Agreement. Nor has
Consultant paid or agreed to pay any person or entity, other than a bona fide
employee working exclusively for Consultant, any fee, commission, gift,
percentage, or any other consideration contingent upon the execution of this
Agreement. Upon any breach or violation of this warranty, City shall have the
right, at its sole and absolute discretion, to terminate this Agreement without
further liability, or to deduct from any sums payable to Consultant hereunder the
full amount or value of any such fee, commission, percentage or gift.
20.3. Consultant warrants and maintains that it has no knowledge that
any officer or employee of City has any interest, whether contractual, non-
contractual, financial, proprietary, or otherwise, in this transaction or in the
business of Consultant, and that if any such interest comes to the knowledge of
Consultant at any time during the term of this Agreement, Consultant shall
immediately make a complete, written disclosure of such interest to City, even if
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such interest would not be deemed a prohibited "conflict of interest" under
applicable laws as described in this subsection.
21.0 Attorneys' Fees
If either Party commences an action against.-the other Party, legal, administrative
or otherwise, arising out of or in connection with this Agreement, the prevailing
Party in such litigation shall be entitled to have and recover from the losing Party
allof its attorneys' fees and other costs incurred in connection therewith.,
22.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the
Agreement as if set forth in full herein. In the event of any material.discrepancy
between the terms of any exhibit so incorporated And the -terms of this
Agreement, the terms of this Agreement shall control.
23.0 Corpovate Authority
The person executing this Agreement on behalf of Consultant warrants that he or
she is duly authorized to execute this Agreement on behalf of said Party and that
by his or her exec_ution, the Consultant-is formally bound to the provisions,'of this
Agreement,
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized
representatives have executed this Agreement as of the date and year first
above written.
GI TJY OF SEAL BEACH CONSULTANT
By.
By-
i(EX Ingram, Gi M na er Monique K\,Eliason
ATTEST:
By. 7t/L� By:
Tina.knapp�, City Q rk
Tina Knap C
a
y C
APPROVED 0 M:
By:
City
Cr ' A. Steele, Interim'Cit�
Attorney
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Exhibit A
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EXHIBIT"A"
SCOPE OF SERVICES&FEE SCHEDULE
LEISURE WORLD GRANT ADMINISTRATION
Overview
CivicStone will oversee the day to day operations of the Leisure World Grant
Administration by assisting applicants interested in participating in the Program,
coordinating contract execution, facilitating and monitoring rehabilitation projects, file
management, and reporting.
At the beginning of each fiscal year of funding, CivicStone also updates contractor
pricing and prepares a marketing outreach strategy including preparing flyers and
advertising. Once the advertising period is over, CivicStone coordinates the! selection
process.
PHASE NAME SCOPE OF SERVICES
Initial Contact This phase includes the initial contact with the applicant, answering
any questions on the phone as well as preparing and mailing out an
application package.
Application This phase occurs once the application is returned. It includes
Review reviewing and underwriting the application based upon the program
guidelines. It includes requesting additional information and/or
working with applicants to properly complete the application. If an
applicant meets the approval guidelines, then an approval letter and
necessary rehabilitation agreements will be prepared for applicant
signature.
Initial In this phase the rehabilitation agreements are sent to contractors
Inspection and homeowner for signature. This phase will also include taking
exact measurements of work to be done along with a work bid write
up and price estimate. A construction start date is also scheduled
with the homeowner.
Payment Once construction is completed, CivicStone reviews contractor
Inspection & invoices and work bid write ups, prepares payment authorization form
Project for payment to contractors, prepares notice of completion forms for
Completion the applicants, releases payment to contractor, prepares waiver
release forms and manages the applicant file.
Reimbursement Prepares Appendix "A!' reports for each applicant. Prepares GPR
Request report for each month end reimbursement. Prepare an invoice and
back-up documentation for the County. Coordinates final file
I management documents. Follows up on county reimbursement]
payments. Prepares a comprehensive monthly status report for the
City and County. Manages a comprehensive program database.
Note: 1. Reimbursement costs will only be billed for copies, postage costs,and mileage.
Fee Schedule
CivicStone will bill the Agency on a monthly basis and submit a detailed, line item
invoice based upon an hourly fee schedule indicated below, plus reimbursable expenses
not to exceed $60,000 per year. The billing rates are as follows:
Adam Eliason: $110 per hour
Project Coordinator: $85 per hour
Construction Specialist $85 per hour
PROFESSIONAL SERVICES AGREEMENT
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City of Seal Beach
211 - 8th Street
Seal Beach, CA 90740
CivicStone, Inc.
4195 Chino Hills Parkway #267
Chino Hills, CA 91709
(909) 364-9000
This Professional Service Agreement ("the Agreement") is made as of May 13, 2013 (the
"Approval Date"), by and between CivicStone, Inc. ("Consultant"), a California Corporation,
and the City of Seal Beach ("City"), a California charter city, (collectively, "the Parties").
RECITALS
A. City desires certain professional services.
B. Consultant represents that it is qualified and able to provide City with such
services.
NOW THEREFORE, in consideration of the Parties' performance of the promises,
covenants, and conditions stated herein, the Parties hereto agree as follows.
AGREEMENT
1.0 Scope of Services
1.1. Consultant must provide those services ("Services") set forth in the attached
Exhibit A, which is hereby incorporated by this reference. To the extent that there is any conflict
between Exhibit A and this Agreement, this Agreement must control.
1.2. Consultant must perform all Services under this Agreement in accordance with
the standard of care generally exercised by like professionals under similar circumstances and in
a manner reasonably satisfactory to Authority.
1.3. In performing this Agreement, Consultant must comply with all applicable
provisions of federal, state, and local law.
1.4. Consultant will not be compensated for any work performed not specified in the
Scope of Services unless the City authorizes such work in advance and in writing. The City
Manager may authorize payment for such work up to a cumulative maximum of $10,000.
Payment for additional work in excess of$10,000 requires prior City Council authorization.
2.0 Term
The term of this Agreement shall commence as of July 1, 2013, the Effective Date, and
shall continue until June 30, 2015 unless previously terminated as provided by this Agreement.
At the City Manager's sole discretion, the City May extend the term of this agreement for two
one-year extensions.
3.0 Consultant's Compensation
City will pay Consultant in accordance with the fee schedule set forth in Exhibit A for
Services but in no event will the City pay more than the amount budgeted for such services under
Account Number 001-030-44000 in the City's Budget, but in no event to exceed $60,000 for
each fiscal year of the City. If an increase in funds is required in Account Number 001-030-
44000 to maintain the desired level of service to the City, a budget amendment must be approved
prior to exceeding the budgeted amount. Any additional work authorized by the City pursuant to
Section 1.4 will be compensated in accordance with the rate schedule set forth in Exhibit A.
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4.0 Method of Payment
4.1. Consultant must submit to City monthly invoices for all services rendered
pursuant to this Agreement. Such invoices must be submitted within 15 days of the end of the
month during which the services were rendered and must describe in detail the services rendered
during the period, the days worked, number of hours worked, the hourly rates charged, and the
services performed for each day in the period. City will pay Consultant within 30 days of
receiving Consultant's invoice. City will not withhold any applicable federal or state payroll and
other required taxes, or other authorized deductions from payments made to Consultant.
4.2. Upon 24 hours notice from City, Consultant must allow City or City's agents or
representatives to inspect at Consultant's offices during reasonable business hours all records,
invoices, time cards, cost control sheets and other records maintained by Consultant in
connection with this Agreement. City's rights under this Section 4.2 shall survive for two years
following the termination of this Agreement.
5.0 Termination
5.1. This Agreement may be terminated by City, without cause, or by Consultant
based on reasonable cause, upon giving the other party written notice thereof not less than thirty
(30) days prior to the date of termination.
5.2. This Agreement may be terminated by City upon 10 days' notice to Consultant if
Consultant fails to provide satisfactory evidence of renewal or replacement of comprehensive
general liability insurance as required by this Agreement at least 20 days before the expiration
date of the previous policy.
6.0 Party Representatives
6.1. The City Manager is the City's representative for purposes of this Agreement.
6.2. Adam B. Eliason is the Consultant's sole representative for purposes of this
Agreement.
7.0 Notices
7.1. All notices permitted or required under this Agreement shall be deemed made
when personally delivered or when mailed 48 hours after deposit in the U.S. Mail, first class
postage prepaid and addressed to the party at the following addresses:
To City: City of Seal Beach
Attn: City Manager
211 Eighth Street
Seal Beach, California 90740
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To Consultant: CivicStone, Inc.
Attn: Adam Eliason
4195 Chino Hills Parkway#267
Chino Hills, CA 91709
7.2. Actual notice shall be deemed adequate notice on the date actual notice occurred,
regardless of the method of service.
8.0 Independent contractor
8.1. Consultant is an independent contractor and not an employee of the City. All
services provided pursuant to this Agreement shall be performed by Consultant or under its
supervision. Consultant will determine the means, methods, and details of performing the
services. Any additional personnel performing services under this Agreement on behalf of
Consultant shall also not be employees of City and shall at all times be under Consultant's
exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due
such personnel in connection with their performance of services under this Agreement and as
required by law. Consultant shall be responsible for all reports and obligations respecting such
additional personnel, including, but not limited to: social security taxes, income tax withholding,
unemployment insurance, disability insurance, and workers' compensation insurance.
8.2. Consultant shall indemnify and hold harmless City and its elected officials,
officers and employees, servants, designated volunteers, and agents serving as independent
contractors in the role of city or agency officials, from any and all liability, damages, claims,
costs and expenses of any nature to the extent arising from Consultant's alleged violations of
personnel practices. City shall have the right to offset against the amount of any fees due to
Consultant under this Agreement any amount due to City from Consultant as a result of
Consultant's failure to promptly pay to City any reimbursement or indemnification arising under
this Section 8.
9.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written approval of
the City. Consultant is fully responsible to City for the performance of any and all
subcontractors.
10.0 Assignment
Consultant must not assign or transfer any interest in this Agreement whether by
assignment or novation, without the prior written consent of City. Any purported assignment
without such consent shall be void and without effect.
11.0 Insurance
11.1. Consultant must not commence work under this Agreement until it has provided
evidence satisfactory to the City that Consultant has secured all insurance required under this
Section. Consultant must furnish City with original certificates of insurance and endorsements
effecting coverage required by this Agreement on forms satisfactory to the City. The certificates
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and endorsements for each insurance policy must be signed by a person authorized by that
insurer to bind coverage on its behalf, and must be on forms provided by the City if requested.
All certificates and endorsements must be received and approved by the City before work
commences. The City reserves the right to require complete, certified copies of all required
insurance policies, at any time.
11.2. Consultant must, at its expense, procure and maintain for the duration of the
Agreement, insurance against claims for injuries to persons or damages to property that may
arise from or in connection with the performance of this Agreement. Insurance is to be placed
with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in
California, and satisfactory to the City. Coverage must be at least as broad as the latest version
of the following: (1) General Liability: Insurance Services Office Commercial General Liability
coverage (occurrence form CG 0001); and (2) Automobile Liability: Insurance Services Office
Business Auto Coverage form number CA 0001, code 1 (any auto). Consultant must maintain
limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal
injury and property damage and if Commercial General Liability Insurance or other form with a
general aggregate limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required occurrence limit;
and (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
11.3. The insurance policies must contain the following provisions, or Consultant must
provide endorsements on fonns supplied or approved by the City to state: (1) coverage shall not
be suspended, voided, reduced or canceled except after 30 days prior written notice by certified
mail, return receipt requested, has been given to the City; (2) any failure to comply with
reporting or other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, (3) coverage must be primary
insurance as respects the City, its directors, officials, officers, employees, agents and volunteers,
or if excess, must stand in an unbroken chain of coverage excess of the Consultant's scheduled
underlying coverage and that any insurance or self-insurance maintained by the City, its
directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's
insurance and must not be called upon to contribute with it; (4) for general liability insurance,
that the City, its directors, officials, officers, employees, agents and volunteers shall be covered
as additional insureds with respect to the services or operations performed by or on behalf of the
Consultant, including materials, parts or equipment furnished in connection with such work; and
(5) for automobile liability, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the ownership, operation,
maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the
Consultant or for which the Consultant is responsible.
11.4. All insurance required by this Section must contain standard separation of
insureds provisions and must not contain any special limitations on the scope of protection
afforded to the City, its directors, officials, officers, employees, agents, and volunteers.
11.5. Any deductibles or self-insured retentions must be declared to and approved by
the City. Consultant guarantees that, at the option of the City, either: (1) the insurer shall reduce
or eliminate such deductibles or self-insured retentions as respects the City, its directors,
officials, officers, employees, agents, and volunteers; or (2) the Consultant shall procure a bond
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guaranteeing payment of losses and related investigation costs, claims and administrative and
defense expenses.
12.0 Indemnification, Hold Harmless, and Duty to Defend
Consultant must indemnify, and hold the City, its officials, officers, employees,
volunteers and agents (collectively "Indemnitees") free and harmless from any and all claims,
demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to
property or persons, including wrongful death, in any manner arising out of or incident to any
acts or omissions of Consultant, its employees, or its agents in connection with the performance
of this Agreement, including without limitation the payment of all consequential damages and
attorneys' fees and other related costs and expenses. With respect to any and all such aforesaid
suits, actions, or other legal proceedings of every kind that may be brought or instituted against
Indemnitees, Consultant must defend Indemnitees, at Consultant's own cost, expense, and risk,
and must pay and satisfy any judgment, award, or decree that may be rendered against
Indemnitees. Consultant must reimburse City and its directors, officials, officers, employees,
agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in
connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to
indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors,
officials, officers, employees, agents or volunteers. All duties of Consultant under this Section
shall survive termination of this Agreement.
13.0 Equal Opportunity
Consultant affirmatively represents that it is an equal opportunity employer. Consultant
must not discriminate against any subcontractor, employee, or applicant for employment because
of race, religion, color, national origin, handicap, ancestry, sex, sexual orientation, or age. Such
non-discrimination includes, but is not be limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination.
14.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions of
Section 3700 of the California Labor Code that require every employer to be insured against
liability for Worker's Compensation or to undertake self-insurance in accordance with the
provisions of that Code, and agrees to comply with such provisions before commencing the
performance of the Services.
15.0 Compliance with Laws
Consultant shall comply with the policies, guidelines, and requirements of the U.S.
Department of Housing and Urban Development, as applicable to the Community Development
Block Grant Program and this subrecipient agreement, including, but not limited to, Part 84 of
Title 24 of the Code of Federal Regulations, and OMB Circulars A-110, A-122, and A-133, as
applicable and as they relate to the acceptance and use of federal funds.
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16.0 Entire Agreement
This Agreement contains the entire Agreement of the parties with respect to the subject
matter hereof, and supersedes all prior negotiations, understandings, or agreements. This
Agreement may only be modified by a writing signed by both parties.
17.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not void or
affect the validity of the other provisions of this Agreement.
18.0 Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the
State of California.
19.0 No Third Party Rights
No third party shall be deemed to have any rights hereunder against either Party as a
result of this Agreement.
20.0 Waiver
No waiver of any default shall constitute a waiver of any other default or breach, whether
of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily
given or performed by a Party shall give the other Party any contractual rights by custom,
estoppel, or otherwise.
21.0 Prohibited Interests
Consultant maintains and warrants that it has not employed nor retained any company or
person, other than a bona fide employee working solely for Consultant, to solicit or secure this
Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any
company or person, other than a bona fide employee working solely for Consultant, any fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting
from the award or making of this Agreement. For breach or violation of this warranty, City has
the right to rescind this Agreement without liability. For the term of this Agreement, no
member, officer or employee of City, during the term of his or her service with City, shall have
any direct interest in this Agreement, or obtain any present or anticipated material benefit arising
therefrom.
22.0 Attorneys' Fees
If either Party commences an action against the other Party, either legal, administrative or
otherwise, arising out of or in connection with this Agreement, the prevailing Party in such
litigation shall be entitled to have and recover from the losing Party all of its attorney's fees and
other costs incurred in connection with such action.
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23.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the Agreement as
if set forth in full herein. In the event of any material discrepancy between the terms of any
exhibit so incorporated and the terms of this Agreement, the terms of this Agreement shall
control.
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized
representatives have executed this Agreement as of the date and year first above written.
CITY OF SEAL BEACH CONSULT •NT
ItiCIP
Ji R. Ingram, City 1tier
Name: Adam Eliason
Attest:
Its: President
By: Oi//.i A.4 S_' �1
Li da Devine, City Clerk
By: 4AL / i�I �if I
Approved as to Form: Name: Monique Eli.-on
Its: Corporate Secretary
By: i_
Quinn Barrow, City Attorney
7 of 9
EXHIBIT "A"
SCOPE OF SERVICES & FEE SCHEDULE
LEISURE WORLD GRANT ADMINISTRATION
Overview
CivicStone will oversee the day to day operations of the Leisure World Grant Administration by
assisting applicants interested in participating in the Program, coordinating contract execution,
facilitating and monitoring rehabilitation projects, file management, and reporting.
At the beginning of each fiscal year of funding, CivicStone also updates contractor pricing and
prepares a marketing outreach strategy including preparing flyers and advertising. Once the
advertising period is over, CivicStone coordinates the lottery drawing and selection process.
PHASE SCOPE OF SERVICES
Initial Contact This phase includes the initial contact with the applicant, answering
any questions on the phone as well as preparing and mailing out an
application package.
Application This phase occurs once the application is returned. It includes
Review reviewing and underwriting the application based upon the program
guidelines. It includes requesting additional information and/or
working with applicants to properly complete the application. If an
applicant meets the approval guidelines, then an approval letter and
necessary rehabilitation agreements will be prepared for applicant
signature.
Initial In this phase the rehabilitation agreements are sent to contractors
Inspection and homeowner for signature. This phase will also include taking
exact measurements of work to be done along with a work bid
write-up and price estimate. A construction start date is also
scheduled with the homeowner.
Payment Once construction is completed, CivicStone reviews contractor
Inspection & invoices and work bid write-ups, prepares escrow disbursement for
Project payment to contractors, prepares waiver release forms and mails
Completion them to the applicants, releases payment to contractor and manages
the applicant file.
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-PHASE r SCOPE OF SERVICES
Reimbursement Prepare Appendix "A" reports for each applicant. Work on GPR
Request report for month end reimbursement. Prepare an invoice for the
County. Coordinate final file management documents. Follow up
on county reimbursement payment. Coordinate additional funds
from the City for program. Manage a comprehensive program
database.
Fee Schedule
CivicStone will bill the City on a monthly basis and submit a detailed, line item invoice based
upon an hourly fee schedule indicated below, plus reimbursable expenses. The billing rates are as
follows:
❑ Adam Eliason: $110 per hour
❑ Project Coordinator: $85 per hour
❑ Construction Specialist $85 per hour
Note: Reimbursement costs will only be billed for copies, postage costs, and mileage.
9 of 9
PROFESSIONAL SERVICES AGREEMENT
between
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City of Seal Beach
211 - 8th Street
Seal Beach, CA 90740
CivicStone, Inc.
4195 Chino Hills Parkway #267
Chino Hills, CA 91709
(909) 364-9000
This Professional Service Agreement ("the Agreement") is made as of August 13, 2012 (the
"Approval Date"), by and between CivicStone, Inc. ("Consultant"), a California Corporation,
and the City of Seal Beach ("City"), a California charter city, (collectively, "the Parties").
RECITALS
A. City desires certain professional services.
B. Consultant represents that it is qualified and able to provide City with such
services.
NOW THEREFORE, in consideration of the Parties' performance of the promises,
covenants, and conditions stated herein, the Parties hereto agree as follows.
AGREEMENT
1.0 Scope of Services
1.1. Consultant must provide those services ("Services") set forth in the attached
Exhibit A, which is hereby incorporated by this reference. To the extent that there is any conflict
between Exhibit A and this Agreement, this Agreement must control.
1.2. Consultant must perform all Services under this Agreement in accordance with
the standard of care generally exercised by like professionals under similar circumstances and in
a manner reasonably satisfactory to Authority.
1.3. In performing this Agreement, Consultant must comply with all applicable
provisions of federal, state, and local law.
1.4. Consultant will not be compensated for any work performed not specified in the
Scope of Services unless the City authorizes such work in advance and in writing. The City
Manager may authorize payment for such work up to a cumulative maximum of $10,000.
Payment for additional work in excess of$10,000 requires prior City Council authorization.
2.0 Term
The term of this Agreement shall commence as of July 1, 2012, the Effective Date, and
shall continue until June 30, 2013 unless previously terminated as provided by this Agreement.
3.0 Consultant's Compensation
City will pay Consultant in accordance with the fee schedule set forth in Exhibit A for
Services but in no event will the City pay more than the amount budgeted for such services under
Account Number 072-030-44000 in the City's Budget, but in no event to exceed $60,000. If an
increase in funds is required in Account Number 072-030-44000 to maintain the desired level of
service to the City, a budget amendment must be approved prior to exceeding the budgeted
amount. Any additional work authorized by the City pursuant to Section 1.4 will be
compensated in accordance with the rate schedule set forth in Exhibit A.
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57296-0001\1 473553 v 1.doc
4.0 Method of Payment
4.1. Consultant must submit to City monthly invoices for all services rendered
pursuant to this Agreement. Such invoices must be submitted within 15 days of the end of the
month during which the services were rendered and must describe in detail the services rendered
during the period, the days worked, number of hours worked, the hourly rates charged, and the
services performed for each day in the period. City will pay Consultant within 30 days of
receiving Consultant's invoice. City will not withhold any applicable federal or state payroll and
other required taxes, or other authorized deductions from payments made to Consultant.
4.2. Upon 24 hours notice from City, Consultant must allow City or City's agents or
representatives to inspect at Consultant's offices during reasonable business hours all records,
invoices, time cards, cost control sheets and other records maintained by Consultant in
connection with this Agreement. City's rights under this Section 4.2 shall survive for two years
following the termination of this Agreement.
5.0 Termination
5.1. This Agreement may be terminated by City, without cause, or by Consultant
based on reasonable cause, upon giving the other party written notice thereof not less than thirty
(30) days prior to the date of termination.
5.2. This Agreement may be terminated by City upon 10 days' notice to Consultant if
Consultant fails to provide satisfactory evidence of renewal or replacement of comprehensive
general liability insurance as required by this Agreement at least 20 days before the expiration
date of the previous policy.
6.0 Party Representatives
6.1. The City Manager is the City's representative for purposes of this Agreement.
6.2. Adam B. Eliason is the Consultant's sole representative for purposes of this
Agreement.
7.0 Notices
7.1. All notices permitted or required under this Agreement shall be deemed made
when personally delivered or when mailed 48 hours after deposit in the U.S. Mail, first class
postage prepaid and addressed to the party at the following addresses:
To City: City of Seal Beach
Attn: City Manager
211 Eighth Street
Seal Beach, California 90740
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S7296-0001\1473553v 1.doc
To Consultant: CivicStone, Inc.
Attn: Adam Eliason
4195 Chino Hills Parkway#267
Chino Hills, CA 91709
7.2. Actual notice shall be deemed adequate notice on the date actual notice occurred,
regardless of the method of service.
8.0 Independent contractor
8.1. Consultant is an independent contractor and not an employee of the City. All
services provided pursuant to this Agreement shall be performed by Consultant or under its
supervision. Consultant will determine the means, methods, and details of performing the
services. Any additional personnel performing services under this Agreement on behalf of
Consultant shall also not be employees of City and shall at all times be under Consultant's
exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due
such personnel in connection with their performance of services under this Agreement and as
required by law. Consultant shall be responsible for all reports and obligations respecting such
additional personnel, including, but not limited to: social security taxes, income tax withholding,
unemployment insurance, disability insurance, and workers' compensation insurance.
8.2. Consultant shall indemnify and hold harmless City and its elected officials,
officers and employees, servants, designated volunteers, and agents serving as independent
contractors in the role of city or agency officials, from any and all liability, damages, claims,
costs and expenses of any nature to the extent arising from Consultant's alleged violations of
personnel practices. City shall have the right to offset against the amount of any fees due to
Consultant under this Agreement any amount due to City from Consultant as a result of
Consultant's failure to promptly pay to City any reimbursement or indemnification arising under
this Section 8.
9.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written approval of
the City. Consultant is fully responsible to City for the performance of any and all
subcontractors.
10.0 Assignment
Consultant must not assign or transfer any interest in this Agreement whether by
assignment or novation, without the prior written consent of City. Any purported assignment
without such consent shall be void and without effect.
11.0 Insurance
11.1. Consultant must not commence work under this Agreement until it has provided
evidence satisfactory to the City that Consultant has secured all insurance required under this
Section. Consultant must furnish City with original certificates of insurance and endorsements
effecting coverage required by this Agreement on forms satisfactory to the City. The certificates
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S7296-0001\1473553v I.doc
and endorsements for each insurance policy must be signed by a person authorized by that
insurer to bind coverage on its behalf, and must be on forms provided by the City if requested.
All certificates and endorsements must be received and approved by the City before work
commences. The City reserves the right to require complete, certified copies of all required
insurance policies, at any time.
11.2. Consultant must, at its expense, procure and maintain for the duration of the
Agreement, insurance against claims for injuries to persons or damages to property that may
arise from or in connection with the performance of this Agreement. Insurance is to be placed
with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in
California, and satisfactory to the City. Coverage must be at least as broad as the latest version
of the following: (1) General Liability: Insurance Services Office Commercial General Liability
coverage (occurrence form CG 0001); and (2) Automobile Liability: Insurance Services Office
Business Auto Coverage form number CA 0001, code 1 (any auto). Consultant must maintain
limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal
injury and property damage and if Commercial General Liability Insurance or other form with a
general aggregate limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required occurrence limit;
and (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
11.3. The insurance policies must contain the following provisions, or Consultant must
provide endorsements on forms supplied or approved by the City to state: (1) coverage shall not
be suspended, voided, reduced or canceled except after 30 days prior written notice by certified
mail, return receipt requested, has been given to the City; (2) any failure to comply with
reporting or other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, (3) coverage must be primary
insurance as respects the City, its directors, officials, officers, employees, agents and volunteers,
or if excess, must stand in an unbroken chain of coverage excess of the Consultant's scheduled
underlying coverage and that any insurance or self-insurance maintained by the City, its
directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's
insurance and must not be called upon to contribute with it; (4) for general liability insurance,
that the City, its directors, officials, officers, employees, agents and volunteers shall be covered
as additional insureds with respect to the services or operations performed by or on behalf of the
Consultant, including materials, parts or equipment furnished in connection with such work; and
(5) for automobile liability, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the ownership, operation,
maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the
Consultant or for which the Consultant is responsible.
11.4. All insurance required by this Section must contain standard separation of
insureds provisions and must not contain any special limitations on the scope of protection
afforded to the City, its directors, officials, officers, employees, agents, and volunteers.
11.5. Any deductibles or self-insured retentions must be declared to and approved by
the City. Consultant guarantees that, at the option of the City, either: (1) the insurer shall reduce
or eliminate such deductibles or self-insured retentions as respects the City, its directors,
officials, officers, employees, agents, and volunteers; or (2) the Consultant shall procure a bond
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57296-0001\1473553v 1.doc
guaranteeing payment of losses and related investigation costs, claims and administrative and
defense expenses.
12.0 Indemnification, Hold Harmless, and Duty to Defend
Consultant must indemnify, and hold the City, its officials, officers, employees,
volunteers and agents (collectively "Indemnities") free and harmless from any and all claims,
demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to
property or persons, including wrongful death, in any manner arising out of or incident to any
acts or omissions of Consultant, its employees, or its agents in connection with the performance
of this Agreement, including without limitation the payment of all consequential damages and
attorneys fees and other related costs and expenses. With respect to any and all such aforesaid
suits, actions, or other legal proceedings of every kind that may be brought or instituted against
Indemnitees, Consultant must defend Indemnitees, at Consultant's own cost, expense, and risk,
and must pay and satisfy any judgment, award, or decree that may be rendered against
Indemnitees. Consultant must reimburse City and its directors, officials, officers, employees,
agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in
connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to
indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors,
officials, officers, employees, agents or volunteers. All duties of Consultant under this Section
shall survive termination of this Agreement.
13.0 Equal Opportunity
Consultant affirmatively represents that it is an equal opportunity employer. Consultant
must not discriminate against any subcontractor, employee, or applicant for employment because
of race, religion, color, national origin, handicap, ancestry, sex, sexual orientation, or age. Such
non-discrimination includes, but is not be limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination.
14.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions of
Section 3700 of the California Labor Code that require every employer to be insured against
liability for Worker's Compensation or to undertake self-insurance in accordance with the
provisions of that Code, and agrees to comply with such provisions before commencing the
performance of the Services.
15.0 Compliance with Laws
Consultant shall comply with the policies, guidelines, and requirements of the U.S.
Department of Housing and Urban Development, as applicable to the Community Development
Block Grant Program and this subrecipient agreement, including, but not limited to, Part 84 of
Title 24 of the Code of Federal Regulations, and OMB Circulars A-110, A-122, and A-133, as
applicable and as they relate to the acceptance and use of federal funds.
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S7296-000 I\1 473553 v I.doc
16.0 Entire Agreement
This Agreement contains the entire Agreement of the parties with respect to the subject
matter hereof, and supersedes all prior negotiations, understandings, or agreements. This
Agreement may only be modified by a writing signed by both parties.
17.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not void or
affect the validity of the other provisions of this Agreement.
18.0 Governing Law
This Agreement shall be governed by and construed in accordance with the laws of the
State of California.
19.0 No Third Party Rights
No third party shall be deemed to have any rights hereunder against either Party as a
result of this Agreement.
20.0 Waiver
No waiver of any default shall constitute a waiver of any other default or breach, whether
of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily
given or performed by a Party shall give the other Party any contractual rights by custom,
estoppel, or otherwise.
21.0 Prohibited Interests
Consultant maintains and warrants that it has not employed nor retained any company or
person, other than a bona fide employee working solely for Consultant, to solicit or secure this
Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any
company or person, other than a bona fide employee working solely for Consultant, any fee,
commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting
from the award or making of this Agreement. For breach or violation of this warranty, City has
the right to rescind this Agreement without liability. For the term of this Agreement, no
member, officer or employee of City, during the term of his or her service with City, shall have
any direct interest in this Agreement, or obtain any present or anticipated material benefit arising
therefrom.
22.0 Attorneys' Fees
If either Party commences an action against the other Party, either legal, administrative or
otherwise, arising out of or in connection with this Agreement, the prevailing Party in such
litigation shall be entitled to have and recover from the losing Party all of its attorney's fees and
other costs incurred in connection with such action.
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23.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the Agreement as
if set forth in frill herein. In the event of any material discrepancy between the terms of any
exhibit so incorporated and the terms of this Agreement, the terms of this Agreement shall
control.
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized
representatives have executed this Agreement as of the date and year first above written.
CITY OF SEAL BEACH CONSULTANT
By: '; k. if By:
J t Ingram, City ::er
Name: Adam Ehason
Attest: Its: 431PircSt ate' '
By: h0.4.1;11
Linda Devine, City Clerk B
Approved as to Form: Name: Aitt r 0�
Its: G�b
By: c7,9M
Quinn Barrow, City Attorney
•
•
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S7296-000 I\1473553 v 1.doc
EXHIBIT "A"
SCOPE OF SERVICES & FEE SCHEDULE
LEISURE WORLD GRANT ADMINISTRATION
Overview
CivicStone will oversee the day to day operations of the Leisure World Grant Administration by
assisting applicants interested in participating in the Program, coordinating contract execution,
facilitating and monitoring rehabilitation projects, file management, and reporting.
At the beginning of each fiscal year of funding, CivicStone also updates contractor pricing and
prepares a marketing outreach strategy including preparing flyers and advertising. Once the
advertising period is over, CivicStone coordinates the lottery drawing and selection process.
PHASE SCOPE OF SERVICES
Initial Contact This phase includes the initial contact with the applicant, answering
any questions on the phone as well as preparing and mailing out an
application package.
Application This phase occurs once the application is returned. It includes
Review reviewing and underwriting the application based upon the program
guidelines. It includes requesting additional information and/or
working with applicants to properly complete the application. If an
applicant meets the approval guidelines, then an approval letter and
necessary rehabilitation agreements will be prepared for applicant
signature.
Initial In this phase the rehabilitation agreements are sent to contractors
Inspection and homeowner for signature. This phase will also include taking
exact measurements of work to be done along with a work bid
write-up and price estimate. A construction start date is also
scheduled with the homeowner.
Payment Once construction is completed, CivicStone reviews contractor
Inspection & invoices and work bid write-ups, prepares escrow disbursement for
Project payment to contractors, prepares waiver release forms and mails
Completion them to the applicants, releases payment to contractor and manages
the applicant file.
8 of 9
S7296-0001\1473553v1.doc
PHASE SCOPE OF SERVICES
Reimbursement Prepare Appendix "A" reports for each applicant. Work on GPR
Request report for month end reimbursement. Prepare an invoice for the
County. Coordinate final file management documents. Follow up
on county reimbursement payment. Coordinate additional funds
from the City for program. Manage a comprehensive program
database.
Fee Schedule
CivicStone will bill the City on a monthly basis and submit a detailed, line item invoice based
upon an hourly fee schedule indicated below,plus reimbursable expenses. The billing rates are as
follows:
❑ Adam Eliason: $110 per hour
❑ Project Coordinator: $85 per hour
❑ Construction Specialist $85 per hour
Note: Reimbursement costs will only be billed for copies,postage costs, and mileage.
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