PROFESSIONAL SERVICES AGREEMENT REGARDING NEIGHBORHOOD REVITALIZATION
AGREEMENT FOR SERVICES (OWNER)
NOW, THEREFORE, in consideration of the promises and covenants
contained herein, the parties agree as follows:
This INDEPENDENT CONTRACTOR AGREEMENT ("Agreement") is made
this day of , 19___ by and between HENRY
MOORE BUILDING COMMUNITIES, INC., a Georgia corporation, having its
principal place of business at 636 1/2 E. victory Drive, Savannah,
Georgia 31405 ("Contractor"), and CITY OF CLEARWATER, a municipal
corporation, having its principal place of business at 112 S.
Osceola Avenue, Clearwater, Florida 33758 ("Agency").
I. Scope of Agreement
Contractor shall provide the professional services
(hereinafter "Services") specified in Exhibit "B", entitled
"Services", attached hereto and incorporated herein by
reference. Contractor shall commence, perform, and complete
such Services and be compensated by Agency for such Services
in accordance with Exhibit "B" and as set forth herein.
Contractor shall have the right to refuse to perform specific
requests by Agency to provide these Services upon written
notice to the Agency.
II. Term
This Agreement shall remain in effect from the date first
stated above until final completion of the Services by
Contractor, not to extend past February 10, 1999 and
acceptance of such Services by Agency, unless sooner
terminated as below provided.
III. Contractor Responsibilities
In addition to all other obligations contained herein,
Contractor agrees:
A. to provide all material, equipment, labor and supplies in
such quantities and of the proper quality to
professionally and timely perform the Services;
B. to proceed with diligence and promptness and hereby
warrants that such Services shall be performed in
accordance with the usual professional workmanship and
service standards in the field of Contractor's expertise
to the reasonable satisfaction of Agency;
C. to comply, at its own expense, with the provisions of all
state, local and federal laws, regulations, ordinances,
requirements, and codes which are applicable to the
performance of the Services hereunder or to Contractor;
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D. that Contractor is an independent contractor and not the
agent, employee or servant of the Agency, and that:
1. contractor does not have the authority to act for
the Agency, or to bind the Agency in any respect
whatsoever, or to incur any debts or liabilities in
the name of or on behalf of the Agency;
2. Contractor has and hereby retains full control of
and supervision over the performance of Contrac-
tor's obligations hereunder and full control over
any persons employed by Contractor for performing
the Services hereunder;
3. CONTRACTOR SHALL SATISFY ALL TAX AND OTHER
GOVERNMENTALLY IMPOSED RESPONSIBILITIES AS AN
EMPLOYER AND/OR INDEPENDENT CONTRACTOR INCLUDING,
BUT NOT LIMITED TO, PAYMENT OF STATE, FEDERAL AND
SOCIAL SECURITY TAXES, UNEMPLOYMENT TAXES, WORKER'S
COMPENSATION AND SELF-EMPLOYMENT TAXES;
4 . NEITHER FEDERAL, STATE OR LOCAL INCOME TAX, NOR
PAYROLL TAX OF ANY KIND SHALL BE WITHHELD OR PAID
BY THE AGENCY; NOR SHALL WORKER'S COMPENSATION
INSURANCE BE OBTAINED BY THE AGENCY COVERING THE
CONTRACTOR'S EMPLOYEES, IF APPLICABLE.
5. Contractor understands and agrees that, as an
independent contractor, its employees will receive
no benefits of any type from the Agency;
6. that all Services are to be performed solely at the
risk of Contractor and Contractor shall take all
precautions necessary for the proper and sole
performance thereof; and
7. the engagement contemplated by this Agreement does
not create any relationship of joint venture or
partnership.
IV. compensation
A. PaYment
For the satisfactory performance of the Services
hereunder, Agency shall pay Contractor the fixed or
Contract rate specified in Exhibit "B" and any
attachments for such Services within 30 days after
receipt of contractor's invoice. All paYments under this
Contract will be to the trade or business name of the
Contractor. The failure of the Agency to comply with the
payment schedule and provisions in this agreement shall
be a default by the Agency.
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B. Invoices
contractor shall submit invoices for all Services
performed. Such invoices shall be in form and content
contained in Exhibit tIC" attached hereto and by reference
incorporated herein unless the Agency and Contractor
agree to another form.
In the event that Agency disputes any item on an invoice,
Agency shall notify Contractor of this disputed item
within five (5) business days of receipt of the invoice.
Agency will approve payment of items on an invoice that
are not in dispute and Agency and Contractor will proceed
to negotiate, arbitrate, or litigate the disputed items
as specified elsewhere in this Agreement.
V. Notice
Any notice required to be in writing by any party to this
Agreement shall be transmitted to any other party entitled to
receive the same by personal delivery or mail delivery by
certified mail or Federal Express or its equivalent to the
addresses of the receiving parties as follows:
As to Agency:
Henry Moore Building communities, Inc.
Attn: Henry Moore, President
636 1/2 East victory Drive
Savannah, GA 31405
City of Clearwater
Attn: Michael Roberto, City Manager
112 S. Osceola Avenue
Clearwater, FL 33758
As to Contractor:
Any party to this Agreement may designate such other address
in writing to each other party. Evidence of the delivery of
notice shall be sufficient if a receipt of the addressee is
shown (as to mailed or personal delivery or Federal Express or
its equivalent) or in the event of refusal to accept the same,
that the delivering party produces a receipt showing the date
of attempted delivery or an affidavit establishing attempted
personal delivery. The date of notice shall be deemed the
date of delivery or receipt or refusal to accept notice.
VI. Subcontractors
contractor may hire subcontractors with the prior express
written approval of the Agency. The Agency shall not be
obligated to make any payments to or for the benefit of any
subcontractor. Each subcontract shall make express reference
to this Agreement (with or without the exhibits at
contractor's discretion) and shall be subject to the terms,
conditions and provisions of this Agreement.
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VII. Termination
A. Agency agrees not to terminate this Agreement during the
Contract period except for cause. "Cause" shall be a
material breach of the Contractor's obligation to the
Agency which will cause damage or loss. Termination for
cause by the Agency will be accomplished by giving the
Contractor five (5) calendar days written notice stating
the cause. At the time of termination, Agency shall be
released from any and all obligations under this
Agreement provided that, in the event of termination, the
Contractor shall be paid for Services satisfactorily
performed to the date of termination, less any amounts
previously prepaid if the value of Services provided to
the time of termination equals the amount of invoices
submitted by the Contractor.
B.
If the Agency terminates the Agreement other than
cause, the Agency shall pay the Contractor
outstanding invoices for Services to the date
termination and Contractor's other direct costs
profit as contemplated in the engagement.
for
all
of
and
~
this agreement,
to Contractor, for
indirect, in . nsequen ~
profits suffered
the Agency shall be Ii
, special,
. cluding
VIII. Authority
by ~ractor.
Each party has full power and authority to enter into and
perform this Agreement and the person signing this Agreement
on behalf of each has been properly authorized and empowered
to enter into this Agreement. Each party further acknowledges
that it has read this Agreement, understands it, and agrees to
be bound by it.
IX. Exhibits
The following exhibits are attached hereto and by reference
incorporated herein. All exhibits, charges, modifications,
additions, deletions, or corrections shall be signed by all
parties.
Exhibit "A":
Exhibit "B":
Exhibit "C":
standard Terms and Conditions
Services
Sample Invoice Format
X. Enforcement and Waiver
The failure of either party in anyone or more instances to
insist upon strict performance of any of the terms and
provisions of this Agreement shall not be construed as a
waiver of the right to assert any such terms and provisions on
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any future occasion or of damages caused thereby.
XI. Miscellaneous
A.
B.
()
D.
E.
F.
G.
H.
Except as herein otherwise provided, this Agreement shall
inure to the benefit of and shall be binding upon the
parties, their heirs, personal representatives,
successors and assigns, as applicable.
This Agreement may be executed in one or more
counterparts consisting of an original and one or more
duplicate originals, each of which so executed shall be
deemed to be an original, and each counterpart shall
constitute and be one and the same instrument for
purposes of introduction into evidence in any legal
proceeding.
This Agreement shall be deemed to have been executed in
the state of CQOrgi3 and ~nstrued according to the laws
of that state. ".t'.0C0\. I\'v--
This writing terminates and supersedes all prior
agreements between the parties hereto pertaining to the
subject matter herein whether orally or in writing and
consti tutes the entire agreement between the parties
hereto subj ect only to modification by a subsequent
writing of equal formality with this instrument executed
by the parties hereto and making reference to the same.
If any provision of this Agreement is contrary to any
existing or future statute or judicial decision of any
court, neither the validity nor the effectiveness of any
of the other terms or provisions of this Agreement shall
be affected thereby.
The headnotes or titles to the sections of this Agreement
are inserted only as a matter of convenience and for
reference, and in no way confine, limit, or describe the
scope or intent of any section of this Agreement or in
any way affect this Agreement.
In the construction, interpretation or enforcement of
this Agreement, whenever the singular or plural,
masculine, feminine or neuter, shall be employed, such
references shall be deemed interchangeable whenever it is
necessary to preserve the form and intent of this
Agreement.
In the event of any conflict between a time of
performance or the occurrence of an event with any other
on the same subject, that which grants more time shall
preva i l. In the event of any conf 1 ict between any
standard, duty or provision with any other on the same
subject, that which favors the party to be benefitted by
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that matter shall prevail.
I. The failure to exercise a right or remedy, to declare a
default or insist upon any performance required of
another party shall not be deemed a waiver of the same
and the waiver of any such item or matter shall not be
deemed a waiver of a future failure of the same item or
matter. The failure to insist upon the due and timely
performance of any time due or obligation or the
variation of any procedure, right or undertaking shall
not be deemed a mutual departure as to any future or
other matter.
IN WITNESS WHEREOF, the parties have caused their duly
authorized representatives to sign this AGREEMENT FOR SERVICES as
of the date first stated above.
Contractor:
HENRV MOORE BUILDING
COMMlrnI IES, INC.
ay : ,---j ,t1-v---1-
Henry ore, President
Tax ID Number: 58-2391665
Executed before the undersigned on
the day of , 19___
(SEAL)
Notary Public, Chatham County,
Georgia
Agency:
]Y OF CLEARWATER
By: ~
Michael Roberto, City Manager
Tax 10 Number:
(D. ~.~~~ER&
~ . · .IlnI18. 2IXXI
.... . 8llIlIS) 1lIIllNW FMlIllllWD. II:.
SEH\18773\ClEAR~ATER
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Exhibit -A-
STANDARD TERMS AND CONDITIONS
Attached to Agreement for Services
MOORE BUILDING COMMUNITIES, INC.,
CLEARWATER, as Agency, dated
(" Agreement" ) between HENRY
as Contractor, and CITY OF
, 19_
I. publication, Reproduction, and Use of Material
As a condition to the Agreement, Contractor agrees to
provide Agency two copies of all written materials used
during any training or technical assistance provided
under Exhibit "B" "Services". Contractor may not use any
reports, data, or other materials prepared specifically
for each training for any other use whatsoever without
the written consent of Agency.
II. confidentiality
Any reports, information, or data given to or prepared or
assembled by the Contractor under this Agreement which
the Agency requests in writing to be kept confidential
shall not be made available to any individual or
organization by the Contractor without the prior written
approval of the Agency. Contractor is entitled to retain
copies of all data, working papers, interim documents,
memoranda and reports produced under this Agreement.
However, nothing contained herein shall prevent the
disclosure of such information if compelled by legal
process, and in the event thereof, only after notice to
Agency.
III. Audits and Inspections
Upon reasonable notice, Agency may inspect any books,
records, or other materials of Contractor that pertain
directly to this Agreement.
IN WITNESS WHEREOF, the parties have caused their duly
authorized representatives to initial this Exhibit "A" as of the
date first stated above.
~
Agency
Contractor
Exhibi't -B-
SERVICES
Attached to Agreement for Services
MOORE BUILDING COMMUNITIES, INC.,
CLEARWATER, as Agency, dated
("Aqreement") between HENRY
as Contractor, and CITY OF
, 19
I. Scope of Services
SEE SCOPE OF SERVICES ON ATTACHMENT .ONEH.
II. Time
SEE COMPLETION TIMES BY PHASES ON ATTACHMENT HTWOH.
III. Compensation
ComDensation shall be as Drovided in each Attachment to
this Exhibit and shall be earned upon the completion of
each task or billable portion of a task. Contractor
shall bill Agency on a monthly basis for the prior
month's work. Each bill shall include original receipts
for all reimbursable expenses. Agency shall not pay
Contractor more than actual expenses, not to exceed the
allowable per diem according to Federal regulations and
policy adjusted for travel location. These evaluation
forms shall be submitted to Agency prior to any approval
for final payment for the evaluated Services.
Agency is not required to pay any taxes, (including, but
not limited to, Federal, state, local, Social Security,
or Worker's Compensation) benefits or provide any other
compensation of any kind with respect to the performance
of work under the Agreement, its exhibi ts and
Attachments.
IN WITNESS WHEREOF, the parties have caused their duly
authorized representatives to initial this Exhibit "B" as of the
date first stated above.
F-
Agency
Contractor
. "1iII'l ~
Scope of Services
City of Clearwater
Scope
1. Perform an assessment of the city's Community Housing
and Urban Development Program (CHUD)
2. Recommend a neighborhood revitalization strategy to the
city manager
3. Guide and provide directions to city staff in the management
of neighborhood initiatives
Phase one
Staffing
Analyze existing conditions and recommend the organizational
structure and staffing plan for Community Housing and Urban
Development Services. Determine staffing required for
managing, coordinating and directing city driven initiatives.
Identify requirements to strengthen and enhance grantsmanship
for non profits and city federal programs.
Leadership
Determine appropriate personnel to lead neighborhood
initiatives. Recommend a process for getting city senior
managers to assume responsibility for supporting neighborhood
initiatives. Recommend a process to ensure that all managers
are working toward the goals established by this initiative.
Neighborhood Vision and Strategy
There are two steps to this strategy. Step one: Develop
recommendations for connecting the One City One Future vision
to neighborhoods. A method of communication with
neighborhood leaders will be recommended. Step one will also
EXHIBIT
"B"
tTTACHMENT "ONE"
"'-~.,i. :
focus on strategies to engage city departments directing city
services to reduce blighting conditions. Step two: Develop
recommendations to engage residents in community work that
can be sustained. Step two will be accomplished during the
implementation of phase one recommendations.
Resident Capacity
Evaluate neighborhood association and block level activity.
Recommend strategies to improve participation. Recommend
strategies to help build connection between residents and city
government.
Compliance
Determine current audit, monitoring and compliance initiatives
and ensure that there is sufficient protection for the city, HUD
and Inspector General.
Phase Two
Public policy tools
Evaluate current public policy tools to determine adequacy for
future community improvement initiatives. Determine if
additional ordinances are needed or if existing ordinances
should be revised.
Capacity of housing development non profits
Review the performance of each housing development nonprofit
and determine if they have untapped potential. Evaluate to
determine how the city can leverage their capacity and
strengthen each existing organization.
Housing production management
Examine how the city can improve housing production.
Determine requirements for significant production
improvements over 3.5 years. The recommendations may
include restructuring Community Development allocations.
Resources
Determine what resources are available for community
improvement work and recommend linking new resources to
current programs.
Evaluation
Recommend a system for evaluating the performance of the
city's neighborhood development actions and nonprofit
partners.
Exhibit B-Attachment "TWO"
Services, Payment & Schedule
1. Schedule
Phase one of services will be provided by February 10, 1999. This phase includes
preparing a comprehensive assessment of Community Housing and Urban Development
and developing a neighborhood revitalization strategy. The assessment ofCHUD and the
development of the neighborhood strategy will be completed by February 10, 1999. The
assessment includes an analysis of staffing requirements, examination of leadership
responsibilities, detennination of resident base capacity, and a review of the compliance
function for community development.
The neighborhood vision and strategy will focus on eliminating blighting conditions and
getting residents involved to support this work. A process for implementing the strategy
will be recommended. The assessment includes field visits with residents, city senior
management and support staff. Recommendations will be prepared for city management
by February 10, 1999.
Phase two will review community development public policy tools, housing production
capacity, resources and program evaluation component. Phase two will begin once the
phase one assessment is completed.
Phase one schedule requires being on site monthly collecting data, conducting interviews,
and reviewing files. Work on site will be perfonned four to five days monthly. Work
off site will include data analysis, report preparation, providing feedback to staff and
providing guidance to city management on the implementation of the components of the
neighborhood strategy. Work off site will require three to five days monthly until
February loth, when the initial assessment will be complete.
2. Payment & Payment schedule
Payment for these services shall cost $24,500. Work shall be completed prior to
February 10, 1999. Invoice number one shall be submitted on December 31,1998 for
initial assessment, data collection, site visits, interviews and staff direction and
management support. Invoice number two shall be submitted on January 31, 1999 for
draft recommendations, outline of report, site visits and staff meetings, data collection
and analysis. Final invoice will be submitted on or before February 10, 1999 for
completed first phase product.
~
Exhibit .C.
SAMPLE INVOICE FORMAT
Attached to Agreement for services
MOORE BUILDING COMMUNITIES, INC.,
CLEARWATER, as Agency, dated
("Agreement")
as Contractor,
, 19_.
between HENRY
and CITY OF
HENRY MOORE BUILDING COMMUNITIES, INC.
636 1/2 E. victory Drive
Savannah, Georqia 31405
58-2391665
Date:
To: city of Clearwater
Attn: Michael Roberto, City Manager
112 S. Osceola Avenue
Clearwater, FL 33758
Re: Invoice #
Invoice: Task (per TPA description)
Number of hours spent on each task
Hourly billing rate/subtotal cost of time
Expenses (itemized and dated)
Subtotal of costs for each TPA task area
Total reimbursement request
(Signature of Contractor]
Summary of Budget invoices and current balance on a spreadsheet
Total Budget for Contract Services:
Contractor invoice: (date]
Contractor invoice: (date]
Contractor invoice: CUrrent
$24,500.00
$
$
$
$
Contractor budqet balance (DATE)
Please remember that original invoices for expenses are to be
submitted when invoicing Agency for services and expense
reimbursement.
IN WITNESS WHEREOF, the parties have caused their duly
authorized representatives to initial this Exhibit "C" as of the
date first stated above.
Agency
Contractor
City of Clearwater
Project Deliverables
The consultant will provide the City with the following deliverables on or
before February 10, 1998. The consultant will prepare a report to the City
identifying recommendations for each of the following areas in Phase One of
the plan:
1. Staffing deliverables
Recommend the organizational structure and staffing plan for Housing,
Neighborhood Services and Planning. Adequate staffing is needed to plan,
manage, coordinate and direct city driven initiatives. Recommendations will
outline staffing requirements for Housing and Community Development
Divisions designed to increase housing production by 200/0 per year
beginning in the year 2,000.
2. Leadership deliverables
Recommend who should lead this initiative and propose training for this
position. Senior managers in other key departments such as police, fire and
public works must see the vision and agree to assume responsibility to
support achieving it. Recommendations will describe who will lead
neighborhood work, neighborhood planning, and housing development
initiatives.
3. Neighborhood vision and strategy deliverables
There are two parts to this strategy. Part one requires getting management
and line staff to see the One City One Future vision as it is applied to
neighborhoods and to work as a team to eliminate the blighting conditions
that harm neighborhoods. Recommendations will outline strategies the city
can do to build staff support for neighborhood collaboration. Part two
requires engaging residents in community work and sustaining their work.
Recommend strategies for neighborhood development, resident
involvement, code enforcement and housing development. The second part
of this strategy will be accomplished during implementation of phase one
recommendations
4. Resident base capacity deliverables
Evaluate neighborhood association and block level activity. Recommend
strategies to improve participation. Recommend strategies to help build
stronger connection between residents and city government. These strategies
will include city wide neighborhood initiatives, neighborhood association
projects and block level work.
5. Compliance deliverables
Determine current audit, monitoring and compliance initiatives and ensure
that there is sufficient protection for the city, HUD and the Inspector
General. Recommend strategies for ensuring that the city meets compliance
test and monitoring standards.