HomeMy WebLinkAboutCBRE, Inc. Agreement Consultant Services - 4-1-202561
AGREEMENT
CITY OF FRESNO, CALIFORNIA
CONSULTANT SERVICES
THIS AGREEMENT (Agreement) is made and entered into effective on
04_01-2.D25 . by and between the CITY OF FRESNO, a California
municipal corporation (City), and CBRE, INC., a Delaware corporation (Consultant).
RECITALS
WHEREAS, the City desires to obtain professional on -call Appraisal Consultant services
for Capital Improvement Programs throughout the City (Program), and
WHEREAS, the Consultant is engaged in the business of furnishing services as an
Appraisal Consultant and hereby represents that it desires to and is professionally and
legally capable of performing the services called for by this Agreement; and
WHEREAS, the City has conducted a qualification -based selection process to obtain
multiple professional Appraisal Consultants to be contracted on an on -call basis for
services, as defined by this Agreement, that are to be awarded Task Order work on a
competitive basis per the selection criteria defined herein and solicited to the contracted
Consultants; ands
WHEREAS, the Consultant acknowledges that this Agreement is subject to the
requirements of Fresno Municipal Code Section 4-107 and Administrative Order No. 6-19;
and
WHEREAS, this Agreement will be administered for the City by its Capital Projects
Director (Director) or designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions,
and promises hereinafter contained to be kept and performed by the respective parties,
it is mutually agreed as follows:
1. Scope of Services. The Consultant shall perform to the satisfaction of the City the
services described in Exhibit A, including all work incidental to, or necessary to
perform, such services even though not specifically described in Exhibit A.
The Consultant shall make as many submittals as may be necessary or desirable
to obtain the acceptance by the City and shall assist the City in applying for and
obtaining from applicable public agencies any approval permit, or waiver required
by law, which assistance shall include, but not be limited to, making Project
information available to the City.
2. Term of Agreement and Time for Performance. This Agreement shall be effective
from the date first set forth above (Effective Date) and shall continue in full force
and effect for three (3) years subject to any earlier termination in accordance with
this Agreement (the "Performance Period"). The services of the Consultant as
described in Exhibit A are to commence upon the City's issuance of a written
"Notice to Proceed." A separate Notice to Proceed will be issued for each of the
awarded Task Orders, following the Consultants successful submission of a
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Proposal, which shall be awarded based on the competitive criteria defined herein.
City may, at its discretion, issue concurrent Notices to Proceed, allowing the
Consultant to perform concurrent Task Orders. By entry into this Agreement and
upon City's issuance of a written "Notice to Proceed," City contracts for the
services in the specific Task Order. The Consultant shall not perform any other
Task Order work of the Agreement, and this Agreement shall not be a contract for
any other Task Order, until further performance is authorized by the City's issuance
of a written "Notice to Proceed." It shall, however, remain the Consultant's offer to
perform all the services described herein. In the event Consultant performs
services without the City's prior written authorization, the Consultant will not be
entitled to compensation for such services. Work shall be undertaken and
completed in a sequence assuring expeditious completion, but in any event, all
such services shall be completed within the agreed upon duration for each
individual Task Order from such authorization to proceed.
3. Compensation.
(a) The Consultant will be reimbursed for hours worked at the hourly rates
specified in the Consultant's approved Cost Proposal as described in
Exhibit A, Schedule of Fees. The specified hourly rates shall include direct
salary costs, employee benefits, prevailing wages, employer payments,
overhead, and fee. These rates are not adjustable for the Performance
Period set forth in this Agreement. The Consultant will be reimbursed within
thirty days upon receipt by the City's Contract Administrator of itemized
invoices in duplicate.
(b) In addition, the Consultant will be reimbursed for incurred (actual) direct
costs other than salary costs that are in the approved Cost Proposal of the
authorized Task Order.
(c) Specific projects will be awarded to the Consultant through issuance of Task
Orders.
(d) After a project to be performed under this Agreement is identified by the
City, the City will prepare a Miniature Request for Proposal (Mini-RFP) for
the specific Task Order. A Mini-RFP will identify the scope of services,
expected results, project deliverables, and will designate a City Coordinator.
The Mini-RFP will be solicited to the contracted Consultants for review.
Evaluation criteria will be included in each solicitation. The Mini-RFP will
contain evaluation criteria that will identify the most qualified firm for each
task.
• The evaluation criteria may include:
o Availability of Personnel,
o Staff Capabilities,
o Completion Schedule,
o Experience of Consultant or Sub -Consultant
o Specialized Expertise
o Past Performance
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(e) The Consultant's shall return a Proposal, excluding cost, and a draft Task
Order, per Exhibit E attached hereto, within ten calendar days.
(f) Proposals will be evaluated and ranked based on the defined criteria within
the Mini-RFP.
(g) Task order cost will be based on wage rates established in the Consultant's
on -call contract, and the time and deliverable requirements in the task order
(h) Upon determination of the successful Proposal, City and selected
Consultant will negotiate the Cost Proposal and finalize the Task Order. The
finalized Task Order shall be signed by both the City and the selected
Consultant. The City has the right to move on to the next most qualified
Consultant if Cost Proposal is unagreeable to the City.
(i) Reimbursement for transportation and subsistence costs shall not exceed
State rates.
(j) Progress payments for each Task Order will be made monthly in arrears
based on services provided and actual costs incurred.
(k) The Consultant shall not commence performance of work or services until
this Agreement has been approved by the City and notification to proceed
has been issued by the City's Contract Administrator. No payment will be
made prior to approval or for any work performed prior to approval of this
Agreement.
(1) A Task Order is of no force or effect until returned to the City and signed by
an authorized representative of the City. No expenditures are authorized on
a project and work shall not commence until a Task Order for that project
has been executed by the City and a written Notice to Proceed is issued.
(m) The selected Consultant will be reimbursed within thirty days upon receipt
by the City's Contract Administrator of itemized invoices in duplicate.
Separate invoices, itemizing all costs are required for all work performed
under each Task Order. Invoices shall be submitted no later than thirty
calendar days after the performance of work for which the selected
Consultant is billing or upon completion of the Task Order. Invoices shall
detail the work performed on each milestone, on each project as applicable.
Invoices shall follow the format stipulated for the approved Cost Proposal
and shall reference this Agreement number, project title and Task Order
number. Credits due the City that include any equipment purchased under
the provisions of Article XI Equipment Purchase, must be reimbursed by the
Consultant prior to the expiration or termination of this Agreement. Invoices
shall be mailed to the City's Contract Administrator at the following address:
CITY OF FRESNOMANCY BRUNO
SUPERVISING REAL ESTATE AGENT
747 R STREET, 2"D FLOOR
FRESNO, CA 93721
(n) The period of performance for Task Orders shall be In accordance with
dates specified in the Task Order. No Task Order will be written which
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extends beyond the expiration date of this Agreement.
(o) The total amount payable by the City for an individual Task Order shall not
exceed the amount agreed to in the Task Order, unless authorized by
amendment.
(p) If the Consultant fails to satisfactorily complete a deliverable according to
the schedule set forth in a Task Order, no payment will be made until the
deliverable has been satisfactorily completed.
(q) Task Orders may not be used to amend the language (or the terms) of this
Agreement or exceed the scope of work under this Agreement.
(r) The total amount payable by the City for all Task Orders resulting from
under this Agreement shall not exceed $1,500,000.00. It is understood and
agreed that there is no guarantee, either expressed or implied that this
dollar amount will be authorized under this Agreement through Task Orders.
4. Termination Remedies and Force Ma eure.
(a) This Agreement shall terminate without any liability of the City to the
Consultant upon the earlier of: (i) the Consultants filing for protection under
the federal bankruptcy laws, or any bankruptcy petition or petition for
receiver commenced by a third party against the Consultant; (ii) seven
calendar days prior written notice with or without cause by the City to the
Consultant; (iii) the City's non -appropriation of funds sufficient to meet its
obligations hereunder during any City fiscal year of this Agreement, or
insufficient funding for the Program; or (iv) expiration of this Agreement.
(b) Immediately upon any termination or expiration of this Agreement, the
Consultant shall (i) immediately stop all work hereunder; (ii) immediately
cause any and all of its subcontractors to cease work; and (iii) return to the
City any and all unearned payments and all properties and materials in the
possession of the Consultant that are owned by the City. Subject to the
terms of this Agreement, the Consultant shall be paid compensation for
services satisfactorily performed prior to the effective date of termination.
The Consultant shall not be paid for any work or services performed or costs
incurred which reasonably could have been avoided.
(c) In the event of termination due to failure of the Consultant to satisfactorily
perform in accordance with the terms of this Agreement, the City may
withhold an amount that would otherwise be payable as an offset to, but not
in excess of, the City's damages caused by such failure. In no event shall
any payment by the City pursuant to this Agreement constitute a waiver by
the City of any breach of this Agreement which may then exist on the part
of the Consultant, nor shall such payment impair or prejudice any remedy
available to the City with respect to the breach.
(d) Upon any breach of this Agreement by the Consultant, the City may
(i) exercise any right, remedy (in contract, law or equity), or privilege which
may be available to it under applicable laws of the State of California or any
other applicable law; (ii) proceed by appropriate court action to enforce the
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terms of the Agreement; and/or (iii) recover all direct, indirect,
consequential, economic and incidental damages for the breach of the
Agreement. If it is determined that the City improperly terminated this
Agreement for default, such termination shall be deemed a termination for
convenience.
(e) The Consultant shall provide the City with adequate written assurances of
future performance, upon Director's request, in the event the Consultant
fails to comply with any terms or conditions of this Agreement.
(f) The Consultant shall be liable for default unless nonperformance is caused
by an occurrence beyond the reasonable control of the Consultant and
without its fault or negligence such as, acts of God or the public enemy, acts
of the City in its contractual capacity, fires, floods, epidemics, quarantine
restrictions, strikes, unusually severe weather, and delays of common
carriers. The Consultant shall notify the Director in writing as soon as it is
reasonably possible after the commencement of any excusable delay,
setting forth the full particulars in connection therewith, and shall remedy
such occurrence with all reasonable dispatch, and shall promptly give
written notice to Director of the cessation of such occurrence.
(g) Any notice of termination sent to Consultant shall include the reason(s) for
such termination or state that it is without cause.
5. Confidential information, Ownership of Documents and Copyright License.
(a) Any reports, information, or other data prepared or assembled by the
Consultant pursuant to this Agreement shall not be made available to any
individual or organization by the Consultant without the prior written
approval of the City. During the term of this Agreement, and thereafter, the
Consultant shall not, without the prior written consent of the City, disclose
to anyone any Confidential Information. The term Confidential Information
for the purposes of this Agreement shall include all proprietary and
confidential information of the City, including but not limited to business
plans, marketing plans, financial information, designs, drawings,
specifications, materials, compilations, documents, instruments, models,
source or object codes and other information disclosed or submitted, orally,
in writing, or by any other medium or media. All Confidential Information
shall be and remain confidential and proprietary in the City.
Permission granted to the Consultant to disclose information on one
occasion shall not authorize the Consultant to further disclose such
information or any other information or disseminate the same on any
other occasion.
ii. The Consultant shall not comment publicly to the press or any other
media regarding the Agreement or the City's actions on the same,
except to the City's personnel or the Consultant's personnel involved
in the performance of this Agreement at public hearings or in
response to questions from a Legislative committee.
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iii. The Consultant shall not issue any news releases or any public
relations item of any nature, whatsoever, regarding work performed
or to be performed under this Agreement without prior review of the
contents thereof by the City and receipt of the City's written
permission.
(b) Any and all original sketches, pencil tracings of working drawings, plans,
computations, specifications, computer disk files, writings and other
documents prepared or provided by the Consultant pursuant to this
Agreement, in any form whatsoever, are the property of the City at the time
of preparation and shall be turned over to the City upon expiration or
termination of the Agreement or default by the Consultant. The Consultant
grants the City a copyright license to use such drawings and writings. The
Consultant shall not permit the reproduction or use thereof by any other
person except as otherwise expressly provided herein. The City may modify
the design including any drawings or writings. Any use by the City of the
aforesaid sketches, tracings, plans, computations, specifications, computer
disk files, writings and other documents in completed form as to other
projects or projects of this Program, or in uncompleted form, without specific
written verification by the Consultant will be at the City's sole risk and
without liability or legal exposure to the Consultant. The Consultant may
keep a copy of all drawings and specifications for its sole and exclusive use.
In the event of the copyright of any reports or other products
prepared under this Agreement by the Consultant or any
subcontractor, the Federal Highway Administration (FHWA) shall
have the royalty -free, nonexclusive and irrevocable right to
reproduce, publish, or otherwise use, and to authorize others to use,
the work for government purposes.
(c) If the Consultant should subcontract all or any portion of the services to be
performed under this Agreement, the Consultant shall cause each
subcontractor to also comply with the requirements of this Section 5.
(d) This Section 5 shall survive expiration or termination of this Agreement.
6. Professional Skill. It is further mutually understood and agreed by and between the
parties hereto that inasmuch as the Consultant represents to the City that the
Consultant and its subcontractors, if any, are skilled in the profession and shall
perform in accordance with the standards of said profession necessary to perform
the services agreed to be done by it under this Agreement, the City relies upon the
skill of the Consultant and any subcontractors to do and perform such services in
a skillful manner and the Consultant agrees to thus perform the services and
require the same of any subcontractors. Therefore, any acceptance of such
services by the City shall not operate as a release of the Consultant or any
subcontractors from said professional standards.
7. Indemnification.
(a) To the furthest extent allowed by law, including California Civil Code section
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2782.8, Consultant shall indemnify, hold harmless and defend City and
each of its officers, officials, employees, agents, and volunteers from any
and all loss, liability, fines, penalties, forfeitures, costs and damages
(whether in contract, tort or strict liability, including but not limited to
personal injury, death at any time and property damage), and from any and
all claims, demands and actions in law or equity (including reasonable
attorney's fees, litigation expenses and cost to enforce this agreement) that
arise out of, pertain to, or relate to the negligence, recklessness or willful
misconduct of Consultant, its principals, officers, employees, agents, or
volunteers in the performance of this Agreement.
(b) If Consultant should subcontract all or any portion of the services to be
performed under this Agreement, Consultant shall require each
subcontractor to indemnify, hold harmless and defend City and each of its
officers, officials, employees, agents, and volunteers in accordance with the
terms of the preceding paragraph.
(c) This section shall survive termination or expiration of this Agreement
8. Insurance.
(a) Throughout the life of this Agreement, the Consultant shall pay for and
maintain in full force and effect all insurance as required in Exhibit B, which
is incorporated into and part of this Agreement, with an insurance
company(ies) either (i) admitted by the California Insurance Commissioner
to do business in the State of California and rated no less than "A-VII" in the
Best's Insurance Rating Guide, or (ii) as may be authorized in writing by the
City's Risk Manager or designee at any time and in its sole discretion. The
required policies of insurance as stated in Exhibit B shall maintain limits of
liability of not less than those amounts stated therein. However, the
insurance limits available to the City, its officers, officials, employees,
agents, and volunteers as additional insureds, shall be the greater of the
minimum limits specified therein or the full limit of any insurance proceeds
to the named insured.
(b) If at any time during the life of the Agreement or any extension, the
Consultant or any of its subcontractors/sub-consultants fail to maintain any
required insurance in full force and effect, all services and work under this
Agreement shall be discontinued immediately, and all payments due or that
become due to the Consultant shall be withheld until notice is received by
the City that the required insurance has been restored to full force and effect
and that the premiums therefore have been paid for a period satisfactory to
the City. Any failure to maintain the required insurance shall be sufficient
cause for the City to terminate this Agreement. No action taken by the City
pursuant to this section shall in any way relieve the Consultant of its
responsibilities under this Agreement. The phrase "fail to maintain any
required insurance" shall include, without limitation, notification received by
the City that an insurer has commenced proceedings, or has had
proceedings commenced against it, indicating that the insurer is insolvent.
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(c) The fact that insurance is obtained by the Consultant shall not be deemed
to release or diminish the liability of the Consultant, including, without
limitation, liability under the indemnity provisions of this Agreement. The
duty to indemnify the City shall apply to all claims and liability regardless of
whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by the
Consultant. Approval or purchase of any insurance contracts or policies
shall in no way relieve from liability nor limit the liability of the Consultant,
its principals, officers, agents, employees, persons under the supervision of
the Consultant, vendors, suppliers, invitees, consultants, sub -consultants,
subcontractors, or anyone employed directly or indirectly by any of them.
9. Conflict of Interest and Non -Solicitation.
(a) Prior to the City's execution of this Agreement, the Consultant shall
complete a City of Fresno conflict of interest disclosure statement in the
form as set forth in Exhibit C. During the term of this Agreement, the
Consultant shall have the obligation and duty to immediately notify the City
in writing of any change to the information provided by the Consultant in
such statement.
(b) The Consultant shall comply, and require its subcontractors to comply, with
all applicable (i) professional canons and requirements governing
avoidance of impermissible client conflicts; and (ii) federal, state and local
conflict of interest laws and regulations including, without limitation, 23
U.S.C. § 112, FHWA regulations applicable to design and engineering
consulting contracts found at 23 C.F.R. 172.1 et seq., California
Government Code Section 1090 et. seq., the California Political Reform Act
(California Government Code Section 87100 et. seq.), the regulations of the
Fair Political Practices Commission concerning disclosure and
disqualification (2 California Code of Regulations Section 18700 et. seq.)
and Section 4-112 of the Fresno Municipal Code (Ineligibility to Compete).
At any time, upon the written request of the City, the Consultant shall
provide a written opinion of its legal counsel and that of any subcontractor
that, after a due diligent inquiry, the Consultant and the respective
subcontractor(s) are in full compliance with all laws and regulations. The
Consultant shall take, and require its subcontractors to take, reasonable
steps to avoid any appearance of a conflict of interest. Upon discovery of
any facts giving rise to the appearance of a conflict of interest, the
Consultant shall immediately notify the City of these facts in writing.
(c) Consultant's duties and services under this Agreement shall not include
preparing or assisting the City with any portion of the City's preparation of
a request for proposals, request for qualifications, or any other solicitation
regarding a subsequent or additional contract with the City. The City
entering this Agreement shall at all times retain responsibility for public
contracting, including with respect to any subsequent phase of this Project.
Consultant's participation in the planning, discussions, or drawing of project
plans or specifications shall be limited to conceptual, preliminary, or initial
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plans or specifications. Consultant shall cooperate with the City to ensure
that all bidders for a subsequent contract on any subsequent phase of this
Project have access to the same information, including all conceptual,
preliminary, or initial plans or specifications prepared by Consultant
pursuant to this Agreement.
(e) In performing the work or services to be provided hereunder, the Consultant
shall not employ or retain the services of any person while such person
either is employed by the City or is a member of any City council,
commission, board, committee, or similar City body. This requirement may
be waived in writing by the City Manager, if no actual or potential conflict is
involved.
(f) The Consultant represents and warrants that it has not paid or agreed to
pay any compensation, lawful or unlawful, contingent or otherwise, direct or
indirect, to any party to solicit or procure this Agreement or any
rights/benefits hereunder. The City shall have the right, in its discretion, to
deduct from any payment to the Consultant under this Agreement, or
otherwise recover the full amount of, any rebate, kickback or other
consideration paid by the Consultant in violation of any representation or
warranty under this section.
(g) Neither the Consultant, nor any firm affiliated with the Consultant, nor any
of the Consultant's subcontractors performing any services on a Task
Order, shall bid for, assist anyone in the preparation of a bid for, or perform
any services pursuant to, any other contract in connection with a Task
Order, with the exception of any subcontractor whose services are limited
to providing surveying or materials testing information. The Consultant and
any of its subcontractors shall have no interest, direct or indirect, in any
other contract with a third party in connection with a Task Order unless such
interest is in accordance with all applicable law and fully disclosed to and
approved by the City Manager, in advance and in writing. An affiliated firm
is one which is subject to the control of the same person(s) through joint -
ownership or otherwise.
(h) The Consultant shall disclose any financial, business, or other relationship
with the City that may have an impact upon the outcome of this Agreement
or any ensuing the City construction project. The Consultant shall also
disclose any current clients who may have a financial interest in the
outcome of this Agreement or any ensuing the City construction project,
which will follow.
(i) The Consultant hereby certifies that it does not now have, nor shall it
acquire any financial or business interest that would conflict with the
performance of services under this Agreement.
(j) If the Consultant should subcontract all or any portion of the work to be
performed or services to be provided under this Agreement, the Consultant
shall include the provisions of this Section 9 in each subcontract and require
its subcontractors to comply therewith.
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(k) This Section 9 shall survive expiration or termination of this Agreement.
10, Recycling Pre ram. In the event the Consultant maintains an office or operates a
facility(ies), or is required herein to maintain or operate same, within the
incorporated limits of the City of Fresno, the Consultant at its sole cost and
expense shall:
(a) Immediately establish and maintain a viable and ongoing recycling
program, approved by the City's Solid Waste Management Division, for
each office and facility. Literature describing the City recycling programs is
available from the City's Solid Waste Management Division and by calling
City of Fresno Recycling Hotline at (559) 621-1111.
(b) Immediately contact the City's Solid Waste Management Division at
(559) 621-1452 and schedule a free waste audit and cooperate with such
Division in their conduct of the audit for each office and facility.
(c) Cooperate with and demonstrate to the satisfaction of the City's Solid Waste
Management Division the establishment of the recycling program in
paragraph (a) above and the ongoing maintenance thereof.
11. General Terms Federal and State Assurances and Requirements.
(a) Except as otherwise provided by law, all notices expressly required of the
City within the body of this Agreement, and not otherwise specifically
provided for, shall be effective only if signed by the Director or designee.
(b) Records of the Consultant's expenses pertaining to this Agreement shall be
kept on a generally recognized accounting basis. The Consultant and its
subcontractors shall maintain all books, documents, papers, accounting
records, and other evidence pertaining to the performance of the Agreement
including, but not limited to, the costs of administering the Agreement. The
Consultant and its subcontractors shall make such materials available at
their respective offices at all reasonable times during the period of this
Agreement and for three years, or longer if required by law, from the date
of final payment under the Agreement. City, the State, the State Auditor,
FHWA or any duly authorized representative of the federal government shall
have access to any books, records, papers, accounting records and other
documents of the Consultant and its subcontractors that are pertinent to the
Agreement for audit, examinations, excerpts, and transcriptions. Copies
thereof shall be furnished by the Consultant, if requested. If any litigation,
claim, negotiations, audit or other action is commenced before the
expiration of the three-year time period, all records shall be retained and
made available until such action is resolved, or until the end of said time
period whichever shall later occur. If the Consultant should subcontract all
or any portion of the services to be performed under this Agreement, the
Consultant shall cause each subcontractor to also comply with the
requirements of this section and in the event a subcontract is entered into
for an amount in excess of $25,000, the subcontract shall include this
paragraph in its entirety. This Section 11(b) shall survive expiration or
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termination of this Agreement.
(c) Prior to execution of this Agreement by the City, the Consultant shall have
provided evidence to the City that the Consultant is licensed to perform the
services called for by this Agreement (or that no license is required). If the
Consultant should subcontract all or any portion of the work or services to
be performed under this Agreement, the Consultant shall require each
subcontractor to provide evidence to the City that the subcontractor is
licensed to perform the services called for by this Agreement (or that no
license is required) before beginning work.
(d) The Consultant's services pursuant to this Agreement shall be provided
under the supervision of Steve Parent, Senior Vice President, and it shall
not assign another to supervise the Consultant's performance of this
Agreement without the prior written approval of the Director.
(e) The City will carry out applicable federal requirements in the administration
of this Agreement. Notwithstanding Section 25 herein, the Consultant
agrees to comply with all applicable federal and state assurances and
requirements identified in Exhibit D along with its Appendix A and require
that each subcontract include the same assurances by each of its
subcontractors.
12. Nondiscrimination. To the extent required by controlling federal, state and local
law, the Consultant shall not employ discriminatory practices in the provision of
services, employment of personnel, or in any other respect on the basis of race,
religious creed, color, national origin, ancestry, physical disability, mental disability,
medical condition, marital status, sex, age, sexual orientation, ethnicity, status as
a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and
during the performance of this Agreement, the Consultant agrees as follows:
(a) The Consultant will comply with all applicable laws and regulations
providing that no person shall, on the grounds of race, religious creed, color,
national origin, ancestry, physical disability, mental disability, medical
condition, marital status, sex, age, sexual orientation, ethnicity, status as a
disabled veteran or veteran of the Vietnam era be excluded from
participation in, be denied the benefits of, or be subject to discrimination
under any program or activity made possible by or resulting from this
Agreement.
(b) The Consultant will not discriminate against any employee or applicant for
employment because of race, religious creed, color, national origin,
ancestry, physical disability, mental disability, medical condition, marital
status, sex, age, sexual orientation, ethnicity, status as a disabled veteran
or veteran of the Vietnam era. The Consultant shall ensure that applicants
are employed, and the employees are treated during employment, without
regard to their race, religious creed, color, national origin, ancestry, physical
disability, mental disability, medical condition, marital status, sex, age,
sexual orientation, ethnicity, status as a disabled veteran or veteran of the
Vietnam era. Such requirement shall apply to the Consultant's employment
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practices including, but not be limited to, the following: employment,
upgrading, demotion or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and
selection for training, including apprenticeship. The Consultant agrees to
post in conspicuous places available to employees and applicants for
employment, notices setting forth the provision of this nondiscrimination
clause.
(c) The Consultant will, in all solicitations or advertisements for employees
placed by or on behalf of the Consultant in pursuit hereof, state that all
qualified applicants will receive consideration for employment without
regard to race, religious creed, color, national origin, ancestry, physical
disability, mental disability, medical condition, marital status, sex, age,
sexual orientation, ethnicity, status as a disabled veteran or veteran of the
Vietnam era.
(d) The Consultant will send to each labor union or representative of workers
with which it has a collective bargaining agreement or other contract or
understanding, a notice advising such labor union or workers'
representatives of the Consultant's commitment under this section and shall
post copies of the notice in conspicuous places available to employees and
applicants for employment.
(e) If the Consultant should subcontract all or any portion of the services to be
performed under this Agreement, the Consultant shall cause each
subcontractor to also comply with the requirements of this Section 12.
13. 1 nde endent Contractor.
(a) In the furnishing of the services provided for herein, the Consultant is acting
solely as an independent contractor. Neither the Consultant, nor any of its
officers, agents, or employees shall be deemed an officer, agent, employee,
joint venturer, partner, or associate of the City for any purpose. The City
shall have no right to control or supervise or direct the manner or method
by which the Consultant shall perform its work and functions. However, the
City shall retain the right to administer this Agreement so as to verify that
the Consultant is performing its obligations in accordance with the terms
and conditions thereof.
(b) This Agreement does not evidence a partnership or joint venture between
the Consultant and the City. The Consultant shall have no authority to bind
the City absent the City's express written consent. Except to the extent
otherwise provided in this Agreement, the Consultant shall bear its own
costs and expenses in pursuit thereof.
(c) Because of its status as an independent contractor, the Consultant and its
officers, agents, and employees shall have absolutely no right to
employment rights and benefits available to the City employees. The
Consultant shall be solely liable and responsible for all payroll and tax
withholding and for providing to, or on behalf of, its employees all employee
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
benefits including, without limitation, health, welfare and retirement benefits.
In addition, together with its other obligations under this Agreement, the
Consultant shall be solely responsible, indemnify, defend and save the City
harmless from all matters relating to employment and tax withholding for
and payment of the Consultant's employees, including, without limitation, (i)
compliance with Social Security and unemployment insurance withholding,
payment of workers' compensation benefits, and all other laws and
regulations governing matters of employee withholding, taxes and
payment; and (ii) any claim of right or interest in the City employment
benefits, entitlements, programs and/or funds offered employees of the City
whether arising by reason of any common law, de facto, leased, or co -
employee rights or other theory. It is acknowledged that during the term of
this Agreement, the Consultant may be providing services to others
unrelated to the City or to this Agreement.
14. Notices. Any notice required or intended to be given to either party under the terms
of this Agreement shall be in writing and shall be deemed to be duly given if
delivered personally, transmitted by facsimile followed by telephone confirmation
of receipt, or sent by United States registered or certified mail, with postage
prepaid, return receipt requested, addressed to the party to which notice is to be
given at the party's address set forth on the signature page of this Agreement or
at such other address as the parties may from time to time designate by written
notice. Notices served by United States mail in the manner above described shall
be deemed sufficiently served or given at the time of the mailing thereof.
15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties,
it shall be binding upon, and shall inure to the benefit of, all parties, and each
party's respective heirs, successors, assigns, transferees, agents, servants,
employees, and representatives.
16. Assignment.
(a) This Agreement is personal to the Consultant and there shall be no
assignment by the Consultant of its rights or obligations under this
Agreement without the prior written approval of the City Manager or
designee. Any attempted assignment by the Consultant, its successors or
assigns, shall be null and void unless approved in writing by the City
Manager or designee.
(b) The Consultant hereby agrees not to assign the payment of any monies due
the Consultant from the City under the terms of this Agreement to any other
individual(s), corporation(s) or entity(ies). The City retains the right to pay
any and all monies due to the Consultant directly to the Consultant.
17. Compliance With Law. In providing the services required under this Agreement,
the Consultant shall at all times comply with all applicable laws of the United
States, the State of California and the City, and with all applicable regulations
promulgated by federal, state, regional, or local administrative and regulatory
agencies, now in force and as they may be enacted, issued, or amended during
the term of this Agreement.
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
18. Waiver. The waiver by either party of a breach by the other of any provision of this
Agreement shall not constitute a continuing waiver or a waiver of any subsequent
breach of either the same or a different provision of this Agreement. No provisions
of this Agreement may be waived unless in writing and signed by all parties to this
Agreement. The waiver of any one provision herein shall not be deemed to be a
waiver of any other provision herein.
19. Governing Law and Venue. This Agreement shall be governed by, and construed
and enforced in accordance with, the laws of the State of California, excluding,
however, any conflict of laws rule which would apply the law of another jurisdiction.
Venue for purposes of the filing of any action regarding the enforcement or
interpretation of this Agreement and any rights and duties hereunder shall be
Fresno County, California.
20. Headings. The section headings in this Agreement are for convenience and
reference only and shall not be construed or held in any way to explain, modify or
add to the interpretation or meaning of the provisions of this Agreement.
21. Severability. The provisions of this Agreement are severable. The invalidity, or
unenforceability of any one provision in this Agreement shall not affect the other
provisions.
22. Interpretation. The parties acknowledge that this Agreement in its final form is the
result of the combined efforts of the parties and that, should any provision of this
Agreement be found to be ambiguous in any way, such ambiguity shall not be
resolved by construing this Agreement in favor of or against either party, but rather
by construing the terms in accordance with their generally accepted meaning.
23. Attorneys Fees. If either party is required to commence any proceeding or legal
action to enforce or interpret any term, covenant or condition of this Agreement,
the prevailing party in such proceeding or action shall be entitled to recover from
the other party its reasonable attorney's fees and legal expenses.
24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the
reference, incorporated into and made a part of this Agreement.
25. Precedence of Documents. In the event of any conflict between the body of this
Agreement and any exhibit or attachment hereto, the terms and conditions of the
body of this Agreement shall control and take precedence over the terms and
conditions expressed within the exhibit or attachment. Furthermore, any terms or
conditions contained within any exhibit or attachment hereto which purport to
modify the allocation of risk between the parties, provided for within the body of
this Agreement, shall be null and void.
26. Cumulative Remedies. No remedy or election hereunder shall be deemed
exclusive but shall, wherever possible, be cumulative with all other remedies at
law or in equity.
27. No Third -Party Beneficiaries. The rights, interests, duties and obligations defined
within this Agreement are intended for the specific parties hereto as identified in
the preamble of this Agreement. Notwithstanding anything stated to the contrary
in this Agreement, it is not intended that any rights or interests in this Agreement
CPD-B FHWA Eng On -Call, T&M - Multiple (01-2025) 4156550
benefit or flow to the interest of any third parties.
28. Extent of Agreement. Each party acknowledges that they have read and fully
understand the contents of this Agreement. This Agreement represents the entire
and integrated agreement between the parties with respect to the subject matter
hereof and supersedes all prior negotiations, representations or agreements,
either written or oral. This Agreement may be modified only by written instrument
duly authorized and executed by both the City and the Consultant.
29. RFQ Document. Any Request for Qualifications and documents issued therewith
(collectively RFQ) by the City that resulted in selection of the Consultant for entry
into this Agreement are hereby incorporated into and made a part of this
Agreement. In the event of a conflict between the RFQ and this Agreement
(including any Exhibit hereto), this Agreement (including any exhibit hereto) shall
take precedence.
30. Disadvantaged Business Enterprise (DBE) Participation. This AGREEMENT is
subject to 49 CFR Part 26 entitled "Participation by Disadvantaged Business
Enterprises in Department of Transportation Financial Assistance Programs".
Consultants who enter into a federally funded agreement will assist the LOCAL
AGENCY in a good faith effort to achieve California's statewide overall DBE goal.
The goal for DBE participation for this AGREEMENT is 22 %. Participation by DBE
Consultant or subconsultants shall be in accordance with information contained in
the Consultant's Exhibit 10-02: Consultant Contract DBE Commitment.
The Consultant shall comply with Title 49 of the Code of Federal Regulations
(CFR), Part 26.37(c). To comply with 49 CFR 26.37(c), the Consultant must
complete the Exhibit 9-P: Prompt Payment Certification from the execution of the
contract until all DBE sub consulting activity on the entire project is completed. After
submitting an invoice for reimbursement that includes a payment to a DBE, but no
later than the 15th of the following month, the Consultant shall complete and email
the Exhibit 9-P: Prompt Payment Certification to
COF.LaborCompliance(@,fresno.gov.
31. The City Manager, or designee, is hereby authorized and directed to execute and
implement this Agreement. The previous sentence is not intended to delegate any
authority to the City Manager to administer the Agreement, any delegation of
authority must be expressly included in the Agreement.
[Signatures follow on the next page.]
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno,
California, the day and year first above written.
CITY OF FRESNO,
a California municipal corporation
By:�a Z
Nicholas D. Mascia, Interim
Capital Projects Director
Capital Projects Department
APPROVED AS TO FORM:
ANDREW JANZ
City Attorney
By: L;;&,— 3/YI / Z 5-
Christine C. Charitar Date
Deputy City Attorney
ATTEST:
TODD STERMER, CMC
City Clerk
By:��
Deputy
REVIEWED BY:
By:
Capital Projects Department
Addresses:
City:
City of Fresno
Attention: Nancy Bruno,
Contract Administrator
747 R Street, 2nd Floor
Fresno, CA 93721
Phone: (559) 621-8696
E-mail: nancy.bruno@fresno.gov
Attachments:
1. Exhibit A - Scope of Services
2. Exhibit B - Insurance Requirements
CBRE, INC., a Delaware corporation
��z4
By: �• 1
Name: rzi� Y� eve �t-revl+
Title: ge vi i or Vice PYes i JeP
M
Name:
Title:
(If corporation or LLC., Board Chair,
Pres. or Vice Pres.)
(If corporation or LLC., CFO, Treasurer,
Secretary or Assistant Secretary)
Any Applicable
Number:
Name:
Date of Issuanc
Consultant:
CBRE, INC., a Delaware corporation
Attention: Steve Parent
Senior Vice President
7265 North First Street, Suite 101
Fresno, CA 93720
Phone: 916-919-7262
E-mail: steve.parent@cbre.com
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno,
California, the day and year first above written.
CITY OF FRESNO,
a California municipal corporation
01
Nicholas D. Mascia, Interim
Capital Projects Director
Capital Projects Department
APPROVED AS TO FORM:
ANDREW JANZ
City Attorney
By: Uy"-Lw
Christine C. Charitar Date
Deputy City Attorney
ATTEST:
TODD STERMER, CMC
City Clerk
0
Deputy
REVIEWED BY:
By: tiL�
k-dA6t. u'W
Capital Projec s Department
Addresses:
City:
City of Fresno
Attention: Nancy Bruno,
Contract Administrator
747 R Street, 2nd Floor
Fresno, CA 93721
Phone: (559) 621-8696
E-mail: nancy.bruno@fresno.gov
Attachments:
1. Exhibit A - Scope of Services
2. Exhibit B - Insurance Requirements
CBRE, INC., a pisAware cWoptlon
By: v
Name: 4_ FCC,
Title: Cc
(if corporation or LLC., Bo rd hair,
Pres. or Vice Pres.)
By:
Name:
Title:
(if orporation or LLC., CFO, Treasurer,
Secretary or AssistantSecretary)
Any Applicable Prof Donal License:
Number:
Name:
Date of nuance:
Consultant:
CBRE, INC., a Delaware corporation
Attention: Steve Parent
Senior Vice President
7265 North First Street, Suite 101
Fresno, CA 93720
Phone: 916-919-7262
E-mail: steve.parent@cbre.com
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
3. Exhibit C - Conflict of Interest Disclosure Form
4. Exhibit D - Federal and State Assurances
5. Appendix A to Exhibit D
6. Exhibit E - Task Order Form
CPD-B FHWA Eng. On -Call, T&M - Multiple (01-2025) 4156550
EXHIBIT A
SCOPE OF SERVICES
Consultant Service Agreement between
City of Fresno (the "City") and CBRE, INC., a Delaware corporation (the
"Consultant")
❑n-Call Appraisal Services Consultant
On -Call Appraisal Services ("Appraisal Services") may include all or a portion of the
following services: Appraisal and Appraisal Review. Funding for these Projects is
through multiple sources, including federal -aid projects. Appraisal Services will be
awarded based upon a Project Task Order Request for Proposal ("PTO-RFP"), on a
project -by -project basis. PTO-RFPs may include all or a portion of the services listed
above. Upon issuance of a PTO-RFP the PTO-RFP will indicate if the Project is
federally funded.
SCOPE OF WORK:
The scope of services of this Agreement related to Appraisal and Appraisal Review are
detailed in Federal, State, and Local publications available in the public domain, and
are generally referenced as follows:
PART ONE -COMPLIANCE WITH CODE OF FEDERAL REGULATIONS
Appraisal and Appraisal Review for Projects receiving federally funding in whole or in
part, shall comply with the Federal Uniform Relocation Assistance and Real Property
Acquisition Policies Act of 1970, as amended (Uniform Act) and the Federal
Department of Transportation regulations (49 CFR Part 24) governing the
implementation of said Uniform Act. In addition, Appraisal Services for Projects
receiving federal funding, in whole or in part, shall be conducted in accordance with the
Local Assistance Procedures Manual (LAPM) issued in January of each year, and
updated through Local Assistance Procedures (LPPs), and to comply with all provisions
of the California Department of Transportation (Caltrans) Right of Way Manual and
existing procedural handbooks of the State of California, Department of Transportation
and to uphold the following assurances made by City to Caltrans Division of Local
Assistance,
"As a part of our (City) certification and in accordance with 49 CFR, Part 24,
Section 24.4 (a), we offer the following assurances as to all subsequent federally
assisted programs or projects: The City of Fresno will comply with all provisions
of the Federal Uniform Relocation Assistance and Real Property Acquisition
Policies Act of 1970 (Uniform Act) and the Federal Department of Transportation
regulations (49 CFR Part 24) governing the implementation of said Uniform Act.
The City of Fresno will continue to comply with all provisions of the existing
procedural handbooks of the State of California, Department of Transportation,
related to the Uniform Act until essential revisions to existing procedures
have been reviewed and approved by your office."
CPD-B FHWA Eng. On -Call T&M - Multiple (01-2025) Page 1 of 4
Exhibit A
4156550
PART TWO -COMPLIANCE WITH STATE OF CALIFORNIA LAW
All Services, including, but not limited to Appraisal and Appraisal Review, regardless
of funding source, shall be conducted in accordance with all applicable State of
California laws, rules, codes, regulations, and administrative orders, including but not
limited to State Uniform Relocation and Real Property Acquisition Policy Acts and
Article 1, Section 19, of the California Constitution.
PART THREE -COMPLIANCE WITH LOCAL LAW AND MUNICIPAL CODES
All Services, including, but not limited to Appraisal and Appraisal Review, regardless
of funding source, shall be conducted in accordance with all applicable laws, codes,
and ordinances, including but not limited to the City Municipal Code, City
Administrative Orders, and City Council Resolutions.
PART FOUR -LICENSING AND EXPERIENCE
The Consultant shall ensure all employees, sub-consultants/sub-contractors, have the
current, applicable, and appropriate license, and the necessary experience to perform
all duties assigned to them.
PART FIVE - GENERAL ACTIVITIES OF THE CONSULTANT
1) APPRAISALS
a) Upon receiving a written Notice to Proceed by the Contract Manager, the
Consultant will be provided with a Project Description, a list of partial and/or full
property acquisitions necessary to facilitate the subject project; Preliminary Title
Reports, Grants of Easement, and/or Temporary Construction Permits including
legal descriptions, prepared for owner(s) signature.
b) The Consultant will make a diligent effort to provide the City with an appraisal
report within sixty (60) calendar days from receiving the Notice to Proceed and
legal descriptions (Exhibit A) and depiction of legal descriptions (Exhibit B) for
each property acquisition for the project.
c) All owners of property to be appraised or their designated representative
must be offered the opportunity to accompany the Appraiser Consultant
during the inspection of their property. The Appraiser Consultant shall
comply with this requirement and include a statement in the appraisal report
that the owner(s) or their designated representative was given this
opportunity, and if they accepted, declined, or were unresponsive.
2) APPRAISAL REVIEWS
a) The completed Appraisal Report must be reviewed by a licensed qualified
review appraiser.
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Exhibit A
4156550
b) The Review Appraiser must provide the City with a report of the review
appraisal containing a Review Appraiser Certificate.
3) PURPOSE OF "SCOPE OF SERVICES."
a) The purpose of the preceding "SCOPE OF SERVICES" is to provide a general
outline of the roles of the City and the Consultant under this Agreement.
b) Nothing in this "SCOPE OF SERVICES" is intended to supersede, eliminate,
or limit the Federal, State, and Local Laws, Codes, Rules, Regulations or any
other licensing body, oversight body or agency authority. At all times, the
Consultant shall conduct all professional duties in accordance with the
authoritative source, should any information, statements, or requirements
conflict with those authoritative sources.
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Exhibit A
4156550
SCHEDULE OF FEES
Billing Rates 2025 - 2028
f Senior Vice President
Vice President
$250.00/hr
i
$225.00/hr
Senior Appraiser
Appraiser
$200.00/hr
$175.00/hr
$150.00/hr
$100.00/hr
Valuation Associate
Administrative
J
CPD-B FHWA Eng. On -Call T&M - Multiple (01-2025) Page 4 of 4
Exhibit A
4156550
EXHIBIT B
INSURANCE REQUIREMENTS
Consultant Service Agreement between City of Fresno (City)
and CBRE, INC., a Delaware corporation (Consultant)
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. The most current version of Insurance Services Office (ISO) Commercial General
Liability Coverage Form CG 00 01, providing liability coverage arising out of your business
operations. The Commercial General Liability policy shall be written on an occurrence
form and shall provide coverage for "bodily injury," "property damage" and "personal and
advertising injury" with coverage for premises and operations (including the use of owned
and non -owned equipment), products and completed operations, and contractual liability
(including, without limitation, indemnity obligations under the Agreement) with limits of
liability not less than those set forth under "Minimum Limits of Insurance."
2. The most current version of Commercial Auto Coverage Form CA 00 01, providing
liability coverage arising out of the ownership, maintenance or use of automobiles in the
course of your business operations. The Automobile Policy shall be written on an
occurrence form and shall provide coverage for all owned, hired, and non -owned
automobiles or other licensed vehicles (Code 1- Any Auto).
3. Workers' Compensation insurance as required by the State of California and
Employer's Liability Insurance.
4. Professional Liability (Errors and Omissions) insurance appropriate to the
Consultant's profession.
MINIMUM LIMITS OF INSURANCE
The Consultant, or any party the Consultant subcontracts with, shall maintain limits of
liability of not less than those set forth below. However, insurance limits available to the
City, its officers, officials, employees, agents, and volunteers as additional insureds, shall
be the greater of the minimum limits specified herein or the full limit of any insurance
proceeds available to the named insured:
COMMERCIAL GENERAL LIABILITY:
(i) $1,000,000 per occurrence for bodily injury and property damage;
(ii) $1,000,000 per occurrence for personal and advertising injury;
(iii) $2,000,000 aggregate for products and completed operations; and,
(iv) $2,000,000 general aggregate applying separately to the work performed under
the Agreement.
2. COMMERCIAL AUTOMOBILE LIABILITY:
$1,000,000 per accident for bodily injury and property damage.
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Exhibit B
4156550
3. WORKERS' COMPENSATION INSURANCE as required by the State of California
with statutory limits.
4. EMPLOYER'S LIABILITY:
(i) $1,000,000 each accident for bodily injury;
(ii) $1,000,000 disease each employee; and,
(iii) $1,000,000 disease policy limit.
5. PROFESSIONAL LIABILITY (Errors and Omissions):
(i) $1,000,000 per claim/occurrence; and,
(ii) $2,000,000 policy aggregate.
UMBRELLA OR EXCESS INSURANCE
In the event the Consultant purchases an Umbrella or Excess insurance policy(ies) to
meet the "Minimum Limits of Insurance," this insurance policy(ies) shall "follow form" and
afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella
or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis
for the benefit of the City, its officers, officials, employees, agents, and volunteers.
DEDUCTIBLES AND SELF -INSURED RETENTIONS
The Consultant shall be responsible for payment of any deductibles contained in any
insurance policy(ies) required herein and the Consultant shall also be responsible for
payment of any self -insured retentions.
OTHER INSURANCE PROVISIONS/ENDORSEMENTS
The General Liability and Automobile Liability insurance policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents, and volunteers are to be covered
as additional insureds. The Consultant shall establish additional insured status for the
City under the General Liability policy for all ongoing and completed operations by use of
endorsements providing additional insured status as broad as that contained in ISO Form
CG 20 10 11 85 or CG 20 10 04 13.
2. The coverage shall contain no special limitations on the scope of protection
afforded to the City, its officers, officials, employees, agents, and volunteers. Any
available insurance proceeds in excess of the specified minimum limits and coverage
shall be available to the Additional Insured.
3. The Consultant's insurance coverage shall be primary insurance with respect to
the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-
insurance maintained by the City, its officers, officials, employees, agents, and volunteers
shall be excess of the Consultant's insurance and shall not contribute with it. The
Consultant shall establish primary and non-contributory status on the General Liability
policy by use of ISO Form CG 20 01 04 13, or by an executed endorsement that provides
primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04
13.
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Exhibit B
4156550
4. All policies of insurance shall contain, or be endorsed to contain, the following
provision: the Consultant and its insurer shall waive any right of subrogation against the
City, its officers, officials, employees, agents, and volunteers.
5. All policies of insurance required herein shall be endorsed to provide that the
coverage shall not be cancelled, non -renewed, reduced in coverage or in limits except
after thirty (30) calendar days' written notice by certified mail, return receipt requested,
has been given to the City. The Consultant is also responsible for providing written notice
to the City under the same terms and conditions. Upon issuance by the insurer, broker,
or agent of a notice of cancellation, non -renewal, or reduction in coverage or in limits, the
Consultant shall furnish the City with a new certificate and applicable endorsements for
such policy(ies). In the event any policy is due to expire during the work to be performed
for the City, the Consultant shall provide a new certificate, and applicable endorsements,
evidencing renewal of such policy not less than fifteen (15) calendar days prior to the
expiration date of the expiring policy.
6. Should any of the required policies provide that the defense costs are paid within
the Limits of Liability, thereby reducing the available limits by any defense costs, then the
requirement for the Limits of Liability of these polices will be twice the above stated limits.
7. The fact that insurance is obtained by the Consultant shall not be deemed to
release or diminish the liability of the Consultant, including, without limitation, liability
under the indemnity provisions of this Agreement. The policy limits do not act as a
limitation upon the amount of indemnification to be provided by the Consultant. Approval
or purchase of any insurance contracts or policies shall in no way relieve from liability nor
limit the liability of the Consultant, its principals, officers, agents, employees, persons
under the supervision of the Consultant, vendors, suppliers, invitees, consultants, sub -
consultants, subcontractors, or anyone employed directly or indirectly by any of them.
CLAIMS -MADE POLICIES
If the Professional Liability (Errors and Omissions) insurance policy is written on a claims -
made form:
1. The retroactive date must be shown and must be before the effective date of the
Agreement or the commencement of work by the Consultant.
2. Insurance must be maintained and evidence of insurance must be provided for at
least five (5) years after completion of the Agreement work or termination of the
Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to
provide not less than a five (5) year discovery period.
3. If coverage is canceled or non -renewed and not replaced with another claims -
made policy form with a retroactive date prior to the effective date of the Agreement or
the commencement of work by the Consultant, the Consultant must purchase "extended
reporting" coverage for a minimum of five (5) years completion of the Agreement work or
termination of the Agreement, whichever occurs first.
4. A copy of the claims reporting requirements must be submitted to the City for
review.
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Exhibit B
4156550
5. These requirements shall survive expiration or termination of the Agreement.
VERIFICATION OF COVERAGE
The Consultant shall furnish the City with all certificate(s) and applicable endorsements
effecting coverage required hereunder. All certificates and applicable endorsements are
to be received and approved by the City's Risk Manager or designee prior to the City's
execution of the Agreement and before work commences. All non -ISO endorsements
amending policy coverage shall be executed by a licensed and authorized agent or
broker. Upon request of the City, the Consultant shall immediately furnish City with a
complete copy of any insurance policy required under this Agreement, including all
endorsements, with said copy certified by the underwriter to be a true and correct copy of
the original policy. This requirement shall survive expiration or termination of this
Agreement.
SUBCONTRACTORS
If the Consultant subcontracts any or all of the services to be performed under this
Agreement, the Consultant shall require, at the discretion of the City Risk Manager or
designee, subcontractor(s) to enter into a separate side agreement with the City to
provide required indemnification and insurance protection. Any required side
agreement(s) and associated insurance documents for the subcontractor must be
reviewed and preapproved by the City Risk Manager or designee. If no side agreement
is required, the Consultant shall require and verify that subcontractors maintain insurance
meeting all the requirements stated herein and the Consultant shall ensure that the City,
its officers, officials, employees, agents, and volunteers are additional insureds. The
subcontractors' certificates and endorsements shall be on file with the Consultant, and
the City, prior to commencement of any work by the subcontractor.
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Exhibit B
4156550
EXHIBIT C
DISCLOSURE OF CONFLICT OF INTEREST
YES*
NO
1
Are you currently in litigation with the City of Fresno or any of its
❑
❑
agents?
2
Do you represent any firm, organization, or person who is in litigation
❑
❑
with the City of Fresno?
3
Do you currently represent or perform work for any clients who do
❑El
business with the City of Fresno?
4
Are you or any of your principals, managers, or professionals,
owners or investors in a business, which does business with the City
❑
❑
of Fresno, or in a business which is in litigation with the City of
Fresno?
5
Are you or any of your principals, managers, or professionals,
related by blood or marriage to any City of Fresno employee who
❑
❑
has any significant role in the subject matter of this service?
6
Do you or any of your subcontractors have, or expect to have, any
interest, direct or indirect, in any other contract in connection with
❑
❑
this Project?
* If the answer to any question is yes, please explain in full below.
Explanation:
❑ Additional page(s) attached.
Signature
3/10/2025
Date
Steve Parent
(Name)
CBRE, Inc.
(Company)
500 Capitol Mall, 24th Floor
(Address)
Sacramento, CA 95814
(City State Zip)
CPD-B FHWA Eng. On -Call T&M - Multiple (01-2025) Page 1 of 1
Exhibit C
4156550
EXHIBIT D
FEDERAL AND STATE ASSURANCES
Consultant Service Agreement between City of Fresno (City)
and CBRE, INC., a Delaware corporation (Consultant)
1. The Consultant shall comply with and require its Subcontractors to comply with the
following:
a. 23 USC §112 regarding Highways and the letting of contracts to Architects
and Engineers;
b. The provisions of the Fair Employment and Housing Act (Government Code
Section 1290-0 et seq.), and the applicable regulations promulgated
thereunder (California Code of Regulations, Title 2, Section 7285.0 et seq.).
The applicable regulations of the Fair Employment and Housing
Commission implementing Government Code Section 12900(a-f), set forth
in Chapter of Division 4 of Title 2 of the California Code of Regulations are
incorporated into this Agreement by reference and made a part hereof as if
set forth in full. Give a written notice of their obligations under this clause to
any labor organizations with which they have a collective bargaining or any
other agreements as appropriate. INCLUDE THIS ENTIRE CLAUSE IN
ANY AND ALL SUBCONTRACTS.
c. Appendix A attached hereto and incorporated herein.
2. Cost Principles
a. The Consultant agrees that the Contract Cost Principles and Procedures,
48 CFR, Federal Acquisition Regulations System, Chapter 1 Part 31.000 et
seq., shall be used to determine the allowability of cost for individual items.
b. The Consultant also agrees to comply with federal procedures in
accordance with 49 CFR, Part 18, Uniform Administrative Requirements for
Grants and Cooperative Agreements to State and Local Governments.
c. Any costs for which payment has been made to the Consultant that are
determined by subsequent audit to be unallowable under 48 CFR, Federal
Acquisition Regulations System, Chapter 1, Part 31.000 et seq., are subject
to repayment by the Consultant to the City.
3. Subcontracting
a. the Consultant shall perform the work contemplated with resources
available within its own organization; and no portion of the work pertinent to
this Agreement shall be subcontracted without written authorization by the
City's Contract Manager, except that, which is expressly identified in the
approved Cost Proposal.
b. Any subcontract in excess of $25,000 shall contain ALL the provisions
stipulated in this Agreement to be applicable to subcontractors.
c. Any substitution of subconsultants/subcontractors must be approved in
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Exhibit D
4156550
writing by the City's Contract Manager.
4. Equipment Purchase
a. Prior authorization in writing by the City's Contract Manager shall be
required before the Consultant enters into any unbudgeted purchase order,
or subcontract exceeding $5,000 for supplies, equipment, or the Consultant
services. The Consultant shall provide a written request which includes an
evaluation of the necessity or desirability of incurring such costs, three
competitive quotations obtained in the manner prescribed in the City's
Municipal Code Section 4-101(d) or 4-102 as applicable or a sole source
justification as provided in the City's Administrative Order No. 3-3.
b. Any equipment purchased as a result of this Agreement is subject to the
following: the Consultant shall maintain an inventory of all nonexpendable
property. Nonexpendable property is defined as having a useful life of at
least two years and an acquisition cost of $5,000 or more. If the purchased
equipment needs replacement and is sold or traded in, the City shall receive
a proper refund or credit at the conclusion of the Agreement, or if the
Agreement is terminated, the Consultant may either keep the equipment
and credit the City in an amount equal to its fair market value, or sell such
equipment at the best price obtainable at a public or private sale, in
accordance with established the City procedures; and credit the City in an
amount equal to the sales price. If the Consultant elects to keep the
equipment, fair market value shall be determined at the Consultant's
expense, on the basis of a competent independent appraisal of such
equipment. Appraisals shall be obtained from an appraiser mutually
agreeable to the City and the Consultant, if it is determined to sell the
equipment, the terms and conditions of such sale must be approved in
advance by the City. 49 CFR, Part 18 requires a credit to Federal funds
when participating equipment with a fair market value greater than $5,000
is credited to the project.
c. The above provisions shall be included in all subcontracts in excess of
$25,000.
5. PROHIBITION OF EXPENDING City STATE OR FEDERAL FUNDS FOR
LOBBYING
This section only applies to contracts where federal funding will exceed $100,000.
A. The Consultant certifies to the best of his or her knowledge and belief that:
1. No state, federal or City appropriated funds have been paid, or will be
paid by -or -on behalf of the Consultant to any person for influencing or attempting
to influence an officer or employee of any state or federal agency; a Member of the
State Legislature or United States Congress; an officer or employee of the
Legislature or Congress; or any employee of a Member of the Legislature or
Congress, in connection with the awarding of any state or federal contract; the
making of any state or federal grant; the making of any state or federal loan; the
entering into of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any state or federal contract, grant, loan,
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Exhibit D
4156550
or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid, or will
be paid to any person for influencing or attempting to influence an officer or
employee of any federal agency; a Member of Congress; an officer or employee
of Congress, or an employee of a Member of Congress; in connection with this
federal contract, grant, loan, or cooperative agreement; the Consultant shall
complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying,"
in accordance with its instructions.
B. This certification is a material representation of fact upon which reliance was
placed when this transaction was made or entered into. Submission of this
certification is a prerequisite for making or entering into this transaction imposed
by Section 1352, Title 31, U.S. Code. Any person who fails to file the required
certification shall be subject to a civil penalty of not less than $10,000 and not more
than $100,000 for each such failure.
C. The Consultant also agrees by signing this document that he or she shall require
that the language of this certification be included in all lower -tier subcontracts,
which exceed $100,000, and that all such sub -recipients shall certify and disclose
accordingly.
6. NON-DISCRIMINATION CLAUSE
During the performance of this Agreement, the Consultant and its subcontractors
shall not unlawfully discriminate, harass, or allow harassment against any
employee or applicant for employment because of sex, race, color, ancestry,
religious creed, national origin, physical disability (including HIV and AIDS), mental
disability, medical condition (e.g., cancer), age (over 40), marital status, and denial
of family care leave. The Consultant and subcontractors shall insure that the
evaluation and treatment of their employees and applicants for employment are
free from such discrimination and harassment. The Consultant and subcontractors
shall comply with the provisions of the Fair Employment and Housing Act (Gov.
Code §12990 (a-f) et seq.) and the applicable regulations promulgated thereunder
(California Code of Regulations, Title 2, Section 7285 et seq.). The applicable
regulations of the Fair Employment and Housing Commission implementing
Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4 of Title
2 of the California Code of Regulations, are incorporated into this Agreement by
reference and made a part hereof as if set forth in full. The Consultant and its
subcontractors shall give written notice of their obligations under this clause to
labor organizations with which they have a collective bargaining or other
Agreement.
The Consultant shall include the nondiscrimination and compliance provisions of
this clause in all subcontracts to perform work under the Agreement.
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Exhibit D
4156550
APPENDIX A TO EXHIBIT D
Consultant Service Agreement between City of Fresno (City)
and CBRE, INC., a Delaware corporation (Consultant)
(1) The Consultant shall comply with the regulations relative to nondiscrimination in
federally assisted programs of the Department of Transportation, Title 49, Code of
Federal Regulations, Part 21, as they may be amended from time to time
(REGULATIONS), which are herein incorporated by reference and made a part of this
Agreement.
(2) The Consultant, with regard to the work performed by it during the Agreement, shall
not discriminate on the grounds of race, color, sex, national origin, religion, age, or
disability in the selection and retention of sub -applicants, including procurements of
materials and leases of equipment. The Consultant shall not participate either directly or
indirectly in the discrimination prohibited by Section 21.5 of the REGULATIONS, including
employment practices when the Agreement covers a program set forth in Appendix B of
the REGULATIONS.
(3) In all solicitations either by competitive bidding or negotiation made by the Consultant
for work to be performed under a Sub -agreement, including procurements of materials or
leases of equipment, each potential sub -applicant or supplier shall be notified by the
Consultant of the Consultant's obligations under this Agreement and the REGULATIONS
relative to nondiscrimination on the grounds of race, color, or national origin.
(4) The Consultant shall provide all information and reports required by the
REGULATIONS, or directives issued pursuant thereto, and shall permit access to the
Consultant's books, records, accounts, other sources of information, and its facilities as
may be determined by STATE or Federal Highway Administration (FHWA) to be pertinent
to ascertain compliance with such REGULATIONS or directives. Where any information
required of the Consultant is in the exclusive possession of another who fails or refuses
to furnish this information, the Consultant shall so certify to the State of California (STATE)
or the FHWA as appropriate and shall set forth what efforts the Consultant has made to
obtain the information.
(5) In the event of the Consultant's noncompliance with the nondiscrimination provisions
of this Agreement, STATE shall impose such agreement sanctions as it or the FHWA may
determine to be appropriate, including, but not limited to:
(a) withholding of payments to the City under the Agreement within a reasonable
period of time, not to exceed 90 days; and/or
(b) cancellation, termination or suspension of the Agreement, in whole or in part.
(6) The Consultant shall include the provisions of paragraphs (1) through (6) in every sub -
agreement, including procurements of materials and leases of equipment, unless exempt
by the REGULATIONS, or directives issued pursuant thereto. The Consultant shall take
such action with respect to any sub -agreement or procurement as STATE or FHWA may
direct as a means of enforcing such provisions including sanctions for noncompliance,
provided, however, that, in the event the Consultant becomes involved in, or is threatened
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Appendix A to Exhibit D
415655v1
with, litigation with a sub -applicant or supplier as a result of such direction, the Consultant
may request STATE enter into such litigation to protect the interests of STATE, and, in
addition, the Consultant may request the United States to enter into such litigation to
protect the interests of the United States.
(7) The Consultant shall execute the following CERTIFICATION OF CONSULTANT,
COMMISSIONS & FEES:
HEREBY CERTIFY that I am Steve Parent and duly
authorized representative of the firm of cBRE, Inc. whose
address is 500 Capitol Mall, 24th Floor, Sacramento, CA 95814 , and
that, except as hereby expressly stated, neither I nor the above firm that I represent have:
(a) employed or retained for a commission, percentage, brokerage, contingent fee, or
other consideration, any firm or person (other than a bona fide employee working solely
for me or the above Consultant) to solicit or secure this Agreement; nor
(b) agreed, as an express or implied condition for obtaining this Agreement, to employ or
retain the services of any firm or person in connection with carrying out the Agreement;
nor
(c) paid, or agreed to pay, to any firm, organization or person (other than a bona fide
employee working solely for me or the above Consultant) any fee, contribution, donation,
or consideration of any kind, for or in connection with, procuring or carrying out this
Agreement.
acknowledge that this Certificate is to be made available to the California Department of
Transportation (Caltrans) in connection with this Agreement involving participation of
Federal -aid Highway funds, and is subject to applicable state and federal laws, both
criminal and civil.
3/10/2025
(Date)
(Signature)
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Appendix A to Exhibit D
415655vl
EXHIBIT E
TASK ORDER FORM
Consultant Service Agreement between City of Fresno (City)
and CBRE, INC., a Delaware corporation (Consultant)
TASK ORDER
Title/Project:
Consultant:
City Project ID:
Task Order Description Attach Scope of Work
Task Order Work Plan:
Task Order Deliverable:
Task Order Staffing
Task Order Cost:
Task Order Period of Performance:
Task Order DBE Commitment:
Consultant Project Manager:
City Project Manager:
Authorized Signatures
Consultant's Authorized Representative City's Authorized Re rp esentative
Signature
Name:
Title:
Date:
Attachments:
1. Scope of Work
2. Cost Proposal
Name:
Title:
Date:
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Exhibit E
415655vl
Signature