HomeMy WebLinkAbout25F - AGMT - PROJECT AND PROGRAM MANAGEMENTREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
CLERK OF COUNCIL USE ONLY:
OCTOBER 21, 2013
TITLE:
AMENDMENT TO CONSULTANT AGREEMENT
WITH KEYSER MARSTON ASSOCIATES FOR
DEVELOPMENT PROJECT AND PROGRAM
MANAGEMENT SERVICES
CAI?
CITY MANAGER
APPROVED
? As Recommended
? As Amended
? Ordinance on 1s` Reading
? Ordinance on 2od Reading
? Implementing Resolution
? Set Public Hearing For
CONTINUED TO
FILE NUMBER
RECOMMENDED ACTION
Authorize the City Manager and Clerk of the Council to execute the attached Amendment to
Consultant Agreement with Keyser Marston Associates to increase the compensation by an
additional amount of $20,000, for a total aggregate amount not to exceed $70,000, subject to
non-substantive changes approved by the Executive Director and City Attorney.
DISCUSSION
On January 7, 2013, the City amended a Consultant Agreement with Keyser Marston Associates,
a firm having specialized skills and knowledge in the field of financial consultation and
development. The current funding and scope are targeted specifically for financial consulting
associated with two downtown development sites and the Santa Ana Regional Transportation
Center site. Given the recent loss of staff expertise in development and project management,
staff is requesting City Council approval to amend the scope to broaden the services to
encompass consulting services and project management with respect to various City projects
and activities and to increase the contract amount by $20,000.
As the City continues to move forward with its economic/development activities, it is critical that
staffing for key projects and programs be available to support this effort. With loss of key staff
with expertise in development/project management over the last two years, there is a need to fill
that void at least temporarily with consultant services so the City can continue its momentum in
implementing vital projects and programs. Keyser Marston has played a valuable role over the
years in assisting the city with financial consultation and has the staff expertise to support project
and program management services as well.
The amended agreement incorporates changes to the scope, updates to the fee schedule, and
an increase in the total contract amount. The Scope of Work is being modified to add project and
program advisory and implementation services, review of development opportunities, and
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Amendment to Keyser Marston
October 21, 2013
Page 2
assistance with the potential development of city-owned properties, in addition to seeking
alternative approaches to financing post-redevelopment.
Keyser Marston staff has the requisite specialized skills and expertise in the area of
project/program management and implementation, particularly with respect to the unique
structure and requirements of municipalities. It is recommended that Keyser Marston's contract
be amended to provide a means to supplement the Community Development Agency's efforts to
continue creating, pursuing and/or implementing economic/development opportunities and
programs.
FISCAL IMPACT
Funds are available in the Community Activities Non-Departmental Contract Services-
Professional account (no. 01105810-62300).
APPROVED AS TO FUNDS AND ACCOUNTS:
N c Fong, ICP Francisco Gutierrez
Interim Exec ivy Dire r Executive Director
Community d'ev&lerment Agency Finance & Management Services Agency
N F//TE/kg
Exhibit: 1. Amendment
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EXHIBIT 1
SECOND AMENDMENT TO CONSULTANT AGREEMENT
THIS SECOND AMENDMENT TO CONSULTANT AGREEMENT, is made and
entered into this 21" day of October, 2013, by and between Keyser Marston Associates
(hereinafter "Consultant") and the City of Santa Ana, a charter city and municipal corporation
(hereinafter "City").
RECITALS
A. The City of Santa Ana ("City") entered into a Consultant Agreement with Consultant
dated October 1, 2012 (Agreement #N-2012-132 referred to as "said Agreement"), to retain a
professional firm having special skill and knowledge in the field of financial consultation and
development. The parties amended said Agreement on January 7, 2013.
B. The parties desire to amend said Agreement to broaden the Scope of Work and add to
the Compensation.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. Section 1 of the Agreement, "Scope of Work", shall be amended to broaden the
services to encompass consulting services and project management with respect to various City
projects and activities. The Scope of Work is hereby modified to add project and program
advisory and implementation services, review of development opportunities, and assistance with
the potential development of city-owned properties, in addition to seeking alternative approaches
to financing post-redevelopment.
2. Section 3 of the Agreement, "Compensation", shalt be amended to increase the
Compensation with an additional Twenty Thousand Dollars ($20,000) for a total not to exceed
amount of Seventy Thousand Dollars ($70,000) for professional services rendered to the City.
The hourly billing rate schedule for services rendered hereunder are as follows: Managing
Principals $280, Senior Principals $270, Senior Associates $187.50, Project Manager $85, and
Administrative Staff $80.
3. Section 5 of the Agreement, "Independent Contractor", shall be amended to reflect
that Consultant is aware of and acknowledges the provisions of California Government Code sections
21220 et seq., providing that, subject to certain specified exceptions, any person retired under the
California Public Employees' Retirement System (PERS) may not be employed in any capacity by a
contracting agency such as the City unless he or she has first been reinstated from retirement pursuant to
the provisions of the Government Code. Any employment of Consultant by the City contrary to the
provisions of California Government Code sections 21220 et seq. may result in serious financial
consequences for both Consultant and City. Should Consultant's services be deemed to violate these
provisions, the parties agree that Consultant shall reimburse PERS for payments and charges finally
imposed pursuant to Cal. Gov. Code §21220 (b), relating to a retired member's obligations. In such
instance, the City shall reimburse PERS for payments and charges imposed pursuant to Cal. Gov. Code
§21220 (c), relating to a public employer's obligations.
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4. All other terms and conditions included in said Agreement shall have the same force
and effect.
IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment the date
and year first above written.
ATTEST:
Maria D. Huizar
Clerk of the Council
CITY OF SANTA ANA
David Cavazos
City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
Lisa Storck
Assistant City Attorney
CONSULTANT
Keyser Marston Associates, Inc.
By: Kathleen Head
Title: Managing Principal
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