HomeMy WebLinkAboutC2006-045 - 2/21/2006 - Approved
CITY OF CORPUS CHRISTI
AMENDMENT NO 1
CONTRACT FOR PROFESSIONAL SERVICES
The City of Corpus Christi, Texas hereinafter called "City", and Morgan Spear Associates.
Inc. hereinafter called "Architect", agree to the following amendment to the Contract for
Professional Services for ADA CO-ED Fire Stations Improvements as authorized by:
[ cYriginaIContraCt-Tgctober3, 2005--~] Administrative Approval I
$15,840 I
Section 1. SCOPE OF SERVICES, Paragraph A., BASIC SERVICES, shall be
modified by adding the additional paragraphs shown below:
This amendment proposes ADA and CO-ED improvements to Fire Stations #1,2, 5,
6, 7, 12, 14, and 15 according to the findings of the Engineering Letter Report
prepared by Morgan Spear Associates, Inc. The Project will upgrade eight (8) Fire
Stations to ADA compliance retrofitting co-ed improvements including arranging
separate private sleeping cubicles and toilet facilities for males and females; correct
faulty ventilation problems and other minor improvements within available funding.
1. SCOPE OF SERVICES
A. Basic Services.
1. Schematic Phase.
The Architect will:
a. Review the program for each fire station in the Engineering Report approved
by the City to ascertain the requirements of the Project and shall arrive at a
mutual understanding of such requirements with the City.
b. Propose a preliminary evaluation of the City's program, schedule and
construction budget requirements, each in terms of the other, subject to the
limitations set forth by any preliminary estimates of construction.
c. Review the Engineering Report to determine any alternative approaches to
design and construction of the Project.
d. Based on the mutually agreed upon Engineering Report, schedule and
construction budget requirements, the Architect shall prepare, for approval
by the City, Schematic Design Documents consisting of drawings and other
documents illustrating the scale and relationship of Project components.
e. Submit to the city a preliminary estimate of Construction Cost based on
current area. volume or other unit costs.
2006-045
02/21/06
M2006-039
Mor2an Spear Associates
2. Design Phase.
Upon approval of Schematic Phase. the Architect will:
a. Once authorized the schematic phase have been approved by the
Engineering Services Department and the architect has received approval
and notification to proceed, the architect will study, verify, and incorporate
into contract documents the Engineering Letter Report recommendations
including construction sequencing, connections to the existing facilities, and
restoration of property. Development of the construction sequencing will be
coordinated with the City Operating Department(s) and Engineering Services
staff.
b. Prepare one set of Contract Documents in City format, including select
specifications, drawings, size and character of the Project, description of
materials, and other essentials as may be necessary for construction and
cost analysis.
c. Provide assistance identify, testing, handling, and disposal of any hazardous
materials and/or contaminated soils that may be discovered during
construction (to be included under additional services).
d. Prepare final quantities and estimates of probable costs with the
recommended construction schedule. The construction schedule will provide
a phased approach to track progress and payments.
e. Furnish one (1) copy of the Pre Final Contract Documents to City staff for
review and approval purposes. Include the Architect's estimates of probable
construction costs and Executive Summary which will identify and summarize
the project by distinguishing key elements such as:
1) Specific requirements of the City
2) Standard specifications
3) Technical specifications
4) Any unique requirements
f. Assimilate all review comments, modifications, and additions/deletions
and proceed to next phase, upon Notice to Proceed.
h. Provide Quality Assurance/Quality Control (QAlQC) measures to ensure that
submittal of the Pre Final and Final Contract Documents accurately reflect
the percent completion designated and do not necessitate an excessive
amount of revision and correction by City staff. The Architect and
Consultants shall submit a letter declaring that all disciplines of all phases of
the submittals have been checked, reviewed, and are complete prior to
submission, and include signature of all disciplines.
J. Upon approval by the Director of Engineering Services, provide one (1) set
(hard copy and electronic) of final Contract Documents suitable for
reproduction and said Documents henceforth become the sole property and
ownership of the City of Corpus Christi.
k. The City agrees that any modifications of the submitted final plans (for other
uses by the City) will be evidenced on the plans and be signed and sealed by
a professional engineer prior to re-use of modified plans.
I. Prepare and submit monthly status reports with action items developed from
monthly progress and review meetings.
The City staff will:
a. Designate an individual to have responsibility, authority, and control for
coordinating activities for the professional architectural services.
b. Provide the budget for the Project specifying the funds available for the
construction contract.
c. Provide the City's standard specifications; standard detail sheets, standard
and special provisions, and forms for required documents.
d. Provide the necessary coordination and information relative to Job Order
Contract (J"O.C.) and required procedures for J.O.C. contractor and AlE
interaction.
3. Delivery Order Phase.
The Architect will:
a. Participate in initial negotiations with J.O.C. Contractor and provide a
recommended agenda for critical construction activities and elements
impacting the project.
b. Assist the City in review of proposal and confirmation of final negotiated
pricing breakdown by J.O.C. contractor.
c. Review all questions and submissions concerning the documents and
prepare, in the City's format, for the Engineering Services' approval, any
addenda or other revisions necessary to inform contractor of approved
changes.
d. Analyze proposal, evaluate, prepare detailed comparison, and make
recommendation concerning issuing the delivery order.
e. I n the event the bid proposal exceeds the project budget as revised by the
Engineering Services Department, in accordance with the architect'
The City staff will:
a. Arrange and pay for printing of all documents and addenda to be distributed
to the J.O.C. contractor
b. Review the Architect's recommendation and issue instructions to the
selected General Contractor.
c. Prepare, review and provide copies of the contract for execution between the
City and the contractor.
4. Construction Phase.
The Architect will perform contract administration to include the followinQ:
a. Participate in pre-construction meeting and provide a recommended agenda
for critical construction activities and elements that impacted the project.
b. Review for conformance to contract documents, shop and working drawings,
materials and other submittals.
c. Review field and laboratory tests.
d. Provide interpretations and clarifications of the contract documents for the
contractor and authorize required changes, which do not affect the
contractor's price and are not contrary to the general interest of the City
under the contract.
e. Make regular visits to the Project site to confer with the City Construction
Engineer and contractor to observe the general progress and quality of work,
and to determine, in general, if the work is being done in accordance with the
contract documents. This will not be confused with the project representative
observation or continuous monitoring of the progress of construction.
f. Prepare change orders as authorized by the City (coordinate with the City's
construction division); provide interpretations and clarifications of the plans
and specifications for the contractor.
g. Make final inspection with City staff and provide the City with a Certificate of
Completion for the Project.
h. As applicable, review and document compliance with plans and
specifications. Document the preparation of Operating and Maintenance
manuals (by the Contractor) for all equipment installed on this Project.
Confirm before delivery of the manuals that all scanned image formats are
compatible with the image-viewing software available on the City's computer
- Imaging for Win95 (Wang) and Microsoft Imaging Composer. Deliver the
manuals on a CD-ROM.
I. Review construction "red-line" drawings, prepare record drawings of the
Project as constructed (from the "red-line" drawings, inspection, and the
contractor provided plans) and deliver to the Engineering Services a
reproducible set and electronic file (AutoCAD r.12 or later) of the record
drawings. All drawings will be CADD drawn using dwg format in AutoCAD,
and graphics data will be in dxf format with each layer being provided in a
separate file. Attribute data will be provided in ASCII format in tabular form.
All electronic data will be compatible with the City GIS system.
The City staff will:
a. Designate an individual to have responsibility, authority, and control for
coordinating activities for the construction contract.
b. Prepare applications/estimates for payments to contractor.
c. Conduct the final acceptance inspection with the Architect.
B. Additional Services (ALLOWANCE)
This section defines the scope (and ALLOWANCE) for compensation for additional
services that may be included as part of this contract. The Architect will not begin work
on this section without specific written approval by the Director of Engineering Services.
Fees for Additional Services are an allowance for potential services to be provided and
will be negotiated by the Director of Engineering Services as required. The Architect
will, with written authorization by the Director of Engineering Services, do the following:
1. Permitting. Furnish the City all engineering data and documentation necessary
for all required permits. The Architect will prepare this documentation for all
required signatures. The Architect will prepare, pay permit fees, and submit all
permits as applicable to the appropriate local, state, and federal authorities,
including, but not limited to:
a. Texas Department of License and Regulation (TDLR)
2. Topographic Survey. Provide field surveys, as required for design including
the necessary control points, coordinates and elevations of points. Establish
base survey controls for line and elevation staking (not detailed setting of lines
and grades for specific structures or facilities). All work must be tied to and
conform with the City's Global Positioning System (GPS) control network and
comply with Category 6, Condition I specifications of the Texas Society of
Professional Surveyor$' Manual of Practice for Land Surveying in the State of
Texas, Ninth Edition. Include reference to a minimum of two (2) found boundary
monuments from the project area.
3. Environmentallssues
a. Provide environmental site evaluations that are needed for the Project.
b. Identify and develop a scope of work for any testing, handling and disposal of
hazardous materials and/or contaminated soils that may be discovered
during construction.
4. Construction Observation Services. Provide a project representative (PR) to
provide periodic construction inspection.
a. Through such additional observations of Contractor's work in progress and
field checks of materials and equipment by the PR and assistants, the
Architect shall endeavor to provide further protection for the CITY against
defects and deficiencies in the Work.
b. The duties and responsibilities of the PR are described as follows:
1) General: PR will act as directed by and under the supervision of AlE,
and will confer with AlE regarding PR's actions. PR's dealings in
matters pertaining to the Contractor's work in progress shall in general
be with AlE and Contractor, keeping the CITY advised as necessary.
2) Conference and Meetings: Attend meetings with Contractor, such as
pre-construction conferences, progress meetings, job conferences
and other project-related meetings as required by the City, and
prepare and circulate copies of minutes thereof.
3) Liaison:
· Serve as liaison with Contractor, working principally through
Contractor's superintendent and assist in understanding the intent
of the Contract Documents.
· PR shall communicate with CITY with the knowledge of and under
the direction of AlE
c. Interpretation of Contract Documents: Report when clarifications and
interpretations of the Contract Documents are needed and transmit to
Contractor clarifications and interpretations as issued.
d. Shop Drawings and Samples:
1) Receive Samples, which are furnished at the Site by Contractor, and
notify of availability of Samples for examination.
2) Record date of receipt of Samples and approved Shop Drawings.
3) Advise Contractor of the commencement of any portion of the Work
requiring a Shop Drawing or Sample submittal for which PR believes
that the submittal has not been approved.
e. Review of Work and Rejection of Defective Work:
1) Conduct on-Site observations of Contractor's work in progress to
assist AlE in determining if the Work is in general proceeding in
accordance with the Contract Documents.
2) Report whenever PR believes that any part of Contractor's work in
progress will not produce a completed Project that conforms to the
Contract Documents or will prejudice the integrity of the design
concept of the completed Project, or has been damaged, or does not
meet the requirements of any inspection, test or approval required to
be made; and advise City and AlE of that part of work in progress that
PR believes should be corrected or rejected or should be uncovered
for observation, or requires special testing, inspection or approval.
3) Observe whether Contractor has arranged for inspections required by
Laws and Regulations, including but not limited to those to be
performed by public agencies having jurisdiction over the Work.
f. Records:
1) Maintain orderly files for correspondence, reports of job conferences,
reproductions of original Contract Documents including all Change
Orders, Field Orders, Work Change Directives, Addenda, additional
Drawings issued subsequent to the Contract, AlE's clarifications and
interpretations of the Contract Documents, progress reports, Shop
Drawing and Sample submittals received from and delivered to
Contractor, and other Project related documents.
2) Prepare a daily report utilizing approved City format, recording
Contractor's hours on the Site, weather conditions, data relative to
questions of Change Orders, Field Orders, Work Change Directives,
or changed conditions, Site visitors, daily activities, decisions,
observations in general, and specific observations in more detail as in
the case of observing test procedures; and send copies to AlE and
the City.
g. Reports:
1) Furnish periodic reports as required of progress of the Work and of
Contractor's compliance with the progress schedule and schedule of
Shop Drawing and Sample submittals.
2) Report immediately to the CITY and AlE the occurrence of any Site
accidents, any Hazardous Environmental Conditions, emergencies, or
acts of God endangering the Work, and property damaged by fire or
other causes.
3) Provide project photo report on CD-ROM at the rate of a minimum
of two photographs per day, including an adequate amount of
photograph documentation of utility conflicts.
h. Completion.
1) Before the issue of Certificate of Completion, submit to Contractor a
list of observed items requiring completion or correction.
2) Participate in a final inspection in the company of AlE, the CITY, and
Contractor and prepare a final list of items to be completed or
corrected.
3) Observe whether all items on final list have been completed or
corrected and make recommendations concerning acceptance and
issuance of the Notice of Acceptability of the Work.
5. Warranty Phase. Provide a maintenance guaranty inspection toward the end of
the one-year period after acceptance of the Project. Note defects requiring
contractor action to maintain, repair, fix, restore, patch, or replace improvement
under the maintenance guaranty terms of the contract. Document the condition
and prepare a report for the City staff of the locations and conditions requiring
action, with its recommendation for the method or action to best correct
defective conditions. Complete the inspection and prepare the report no later
than sixty (60) days prior to the end of the maintenance guaranty period.
6. Provide the services above authorized in addition to those items shown
on Exhibit "A-1" Task List.
2. SCHEDULE
A. PROPOSED PROJECT SCHEDULE
DAY DATE ACTIVITY
Wednesday March 15,2006 Begin Schematic Phase
Wednesday March 27, 2006 Begin Design Phase
Wednesday May 31,2006 Interim Submittal
Wednesday June 17, 2006 City Review
Wednesday July 20, 2006 Pre-Final Submittal
Wednesday August 10, 2006 City Review
Wednesday September 30,2006 Final Submittal
Weekday October 2006 Begin Construction
Weekday April 2007 Construction Completion
3. FEES
A. Fee for Basic Services.
The City will pay the Architect a fixed fee for providing for all "Basic Services"
authorized as per the table below. The fees for Basic Services will not exceed those
identified and will be full and total compensation for all services outlined in Section
1.A.1-4 above, and for all expenses incurred in performing these services. For services
provided in Section 1.A.1-4, Architect will su bmit monthly statements for basic services
rendered. In Section 1.A.1-3, the statement will be based upon Architect's estimate (and
City Concurrence) of the proportion of the total services actually completed at the time
of billing. For services provided in Section 1.A.4, the statement will be based upon the
percent of completion of the construction contract. The City will make prompt monthly
payments in response to Architect's monthly statements.
B. Fee for Additional Services.
For services authorized by the Director of Engineering Services under Section LB.
"Additional Services" the City will pay the Architect a not-ta-exceed fee as per the
table below:
C. Summary of Fees
Original Contract $15,840.00
Fee for Basic Services
1. Schematic - 20% $2,404.00
2. Design Phase - 40% $4,808.00
3 Sid Phase - 20% $2,404.00
4. Construction Phase - 20% $2,404.00
Subtotal Basic Services Fees $12,020.00
Fee for Additional Services (Allowance)
1 Permitting
Texas Department of License and Regulation $6,912.00
2. Topographic Survey TSD
3. Environmental Issues TSD
4. Construction Observation Services $7,500.00
5. Warranty Phase $1,800.00
Sub-Total Additional Services Fees Authorized $16,212.00
Total Authorized Fee (This amendment) $28,232.00
RESTATED AUTHORIZED FEE $44,072.00
--.
CITY OF CORPUS CHRISTI
BY~'~'U.-=:: '-~"28~~
Ronald F. Massey, '" ate
Assistant City Manager
RECOMMENDED
By
ATTEST
Secretary
APPROVED AS TO FORM
MORGAN SPEAR ASSOCIATES, INC.
j
By /2-15-6G
pear, President Date
225 S. arancahua Street
Corpus Christi, Texas 78401
(361) 883-5588 Office
(361) 883-9204 Fax
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EXHIBIT A-1
CITY OF CORPUS CHRISTI
ADA CO-ED FIRE STATIONS IMPROVEMENTS
TO EIGHT (8) CITY OF CORPUS CHRISTI FIRE STATIONS
TASK LIST
1) Perform field investigation as required to define specific areas of demolition and
new work, equipment, locations, tie-in point, and other applicable parameters
required to complete the items as shown on this Task List.
2) Attend and participate in project start and planning meetings (2 meetings) with
City staff to discuss planning and conceptual design. Gather information and
perform close coordination with each Fire Station's Captain.
3) Develop a preliminary proposed project schedule that includes all the items as
shown on this Task List. This schedule will include filed investigation, project
planning meetings with City Staff, programming, schematic design, design
development documents, and coordination with Job Order Contracting (JOC)
General Contractor.
The Architect shall perform the above Services by considering the essential project
parameters included in the Engineering Report for the following Fire Stations:
Fire Station #1
. Minor public restroom improvements.
. Translucent tubes around the fire fighter poles from the dormitory above.
Fire Station #2
. New building entry.
. Parking and accessible route improvements.
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
Fire Station #5
. Parking and accessible route improvements.
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
CONTRACT FOR ENGINEERING (LARGE AlE) SERVICES
EXHIBIT "A-1"
Page 1 of 3
Last Revision: Dee 2004
Fire Station #6
. New building entry.
. Parking and accessible route improvements.
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
Fire Station #7
. Public restroom improvements.
. Dormitory privacy improvements.
Fire Station #12
. New building entry.
. Parking and accessible route improvements.
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
Fire Station #14
. Parking and accessible route improvements.
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
Fire Station #15
. Public restroom improvements.
. Dormitory privacy improvements.
. Women's restroom improvements.
Services to be provided for the development of Construction Documents will be as
follows:
. Develop Schematic Design Documents that addresses each item in the
Engineering Report and which will be reviewed by the City of Corpus Christi and
the JOC General Contractor. Review preliminary cost estimates reflective of the
Schematic Design Documents prepared by the JOC General Contractor.
. Develop Design Development Documents that further describe and define the
Schematic Design Documents and which will be reviewed by the City of Corpus
Christi and the JOC General Contractor. Review preliminary cost estimate
reflective of the Design Development Documents prepared by the JOC General
Contractor.
CONTRACT FOR ENGINEERING (LARGE AlE) SERVICES
EXHIBIT "A-1"
Page 2 of 3
last Revision: Dee 2004
. Review the JOC General Contractor's Delivery Order Proposal and Work Plan
for the design intent, budget compliance, and schedule.
. Review submittals and shop drawings prepared by the JOC General Contractor.
. Perform Construction Observation and Contract Administration Services for the
City of Corpus Christi.
CONTRACT FOR ENGINEERING (LARGE AlE) SERVICES
EXHIBIT "A-1"
Page 3 of 3
Last Revision: Dee 2004
Exhibit B
Mandatory Requirements
(Revised September, 2001)
INSURANCE REQUIREMENTS
CONSULTANT LIABILITY INSURANCE
A. The Consultant shall not commence work under this Agreement until
he/she has obtained all insurance required herein and such insurance
has been approved by the City. Nor shall the Consultant allow any
subconsultant to commence work until all similar insurance required of
the subconsultant has been so obtained.
B. The Consultant shall furnish two (2) copies of certificates, with the City
named as an additional insured, showing the following minimum
coverage in an insurance company acceptable to the City.
_. .
TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE
--. .
30-Day Notice of Cancellation required on all Bodily Injury and Property Damage
certificates
Commercial General Liability including: $2,000,000 COMBINED SINGLE LIMIT
1. Commercial Form
2. Premises - Operations
3. Explosion and Collapse Hazard
4. Underground Hazard
5. Products! Completed Operations Hazard
6. Contractual Insurance
7. Broad Form Property Damage
8. Independent Consultants
9. Personal Injury
~_.
AUTOMOBILE L1ABILlTY--OWNED NON-OWNED $1,000,000 COMBINED SINGLE LIMIT
OR RENTED
1---. .-'_.
WHICH COMPLIES WITH THE TEXAS WORKERS=
WORKERS' COMPENSATION COMPENSATION ACT AND PARAGRAPH II OF
THIS EXHIBIT
EMPLOYERS' LIABILITY $100,000
EXCESS LIABILITY $1,000,000 COMBINED SINGLE LIMIT
PROFESSIONAL POLLUTION LIABILITY! $2,000,000 COMBINED SINGLE LIMIT
ENVIRONMENTAL IMPAIRMENT COVERAGE
Not limited to sudden & accidental discharge; to include [ ] REQUIRED
long-tern environmental impact for the disposal of [Xl NOT REQUIRED
contaminants
BUILDERS' RISK See Section B-6-11 and Supplemental Insurance
Requirements
[ l REQUIRED [Xl NOT REQUIRED
--,~-
INSTALLATION FLOATER $100,000 Combined Single Limit
See Section 8-6-11 and Supplemental
Insurance Requirements
[] REQUIRED [Xl NOT REQUIRED
Exhibit "B" - Insurance Requirements
Page 1 of 3
C. In the event of accidents of any kind, the Consultant shall furnish the City with copies
of all reports of such accidents at the same time that the reports are forwarded to any
other interested parties.
II. HOLD HARMLESS
A. Consultant agrees to indemnify, save harmless and defend the City of Corpus
Christi, and its agents, servants, and employees, and each of them against and
hold it and them harmless from any and all lawsuits, claims, demands, liabilities,
losses and expenses, including court costs and attorneys' fees, for or on
account of any injury to any person, or any death at any time resulting from
such injury, or any damage to any property, which may arise or which may be
alleged to have arisen out of or in connection with the work covered by this
contract. The foregoing indemnity shall apply except if such injury, death or
damage is caused by the sole or concurrent negligence of the City of Corpus
Christi, its agents, servants, or employees or any other person indemnified
hereunder.
B. The Consultant shall obtain workers' compensation insurance coverage through a
licensed insurance company or through self-insurance obtained in accordance with
Texas law. If such coverage is obtained through a licensed insurance company, then
the contract for coverage shall be written on a policy and endorsements approved by
the Texas State Board of Insurance.
If such coverage is provided through self-insurance, then within ten (10) calendar days
after the date the City requests that the Consultant sign the contract documents, the
Consultant shall provide the City with a copy of its certificate of authority to self-insure
its workers' compensation coverage, as well as a letter, signed by the Consultant,
stating that the certificate of authority to self-insure remains in effect and is not the
subject of any revocation proceeding then pending before the Texas Workers'
Compensation Commission. Further, if at any time before final acceptance of the
Work by the City, such certificate of authority to self-insure is revoked or is made the
subject of any proceeding which could result in revocation of the certificate, then the
Consultant shall immediately provide written notice of such facts to the City, by
certified mail, return receipt requested directed to: City of Corpus Christi, Department
of Engineering Services, P. O. Box 9277, Corpus Christi, Texas 78469 - Attention:
Contract Administrator
Whether workers' compensation insurance coverage is provided through a licensed
insurance company or through self-insurance, the coverage provided must be in an
amount sufficient to assure that all workers' compensation obligations incurred by the
Consultant will be promptly met.
G,- Suilder's Risk Coverage: Consultant will be responsible for providing builder's risk
insurance ooverage for the term of the oontract up to and including the date the City
finally accepts the project or 'Nork. Builder's risk coverage shall be an "All Risk" form.
The policy shall be a completed value form. The Consultant shall provide such
builder's risk coverage at least in the amount of $ (
--- DOLLARS) which is estimatod to be the value at completion of the
real or personal property to be constructed, repaired or otherwise improved under the
contract.
Consultant shall be responsible for paying all costs necessary to procure such
Exhibit "8" - Insurance Requirements
Page 2 of 3
builder's risk insur:mce co':er:lgo, inoluding :lny deduotible. The City shall be n:lmod
an additional insured on :my policy providing such insuranoo oO'Jer:lge.
11/ On the certificate of insurance:
· The City of Corpus Christi is to be named as an additional insured on the liability
coverage, except for workers' compensation coverage.
· Should your insurance company elect to use the standard ACORD form, the
cancellation clause (bottom right) shall be amended by adding the wording
"changed or" between "be" and "cancelled" and deleting the words "endeavor to" and
the wording after "left", If the cancellation clause is not amended in the ACORD form,
then endorsements shall be submitted.
· The name of the project also needs to be listed under "description of operations".
· At least 10-day written notice of change or cancellation will be required.
IV. A completed Disclosure of Interest must be submitted with your proposal.
Exhibit "8" - Insurance Requirements
Page 3 of 3
~ City of
!PI QJi:pCh ~
='" _ nstI
CITY OF CORPUS CHRISTI
DISCLOSURE OF INTERESTS
~
City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the City
to provide the following information Every question must be answered. If the question is not applicable, answer with
uN/A"
FIRM NAME: MorQan Spear Associates, Inc.
STREET: 225 South Carancahua Street CITY: Corpus Christi
ZIP: 78401
FIRM is: 1. Corporation~_
5. Other
2. partnership_
3. 80le Owner 4. Association_
DISCLOSURE QUESTIONS
If additional space is necessary, please use the reverse side of this page or attach separate sheet.
1.
State the names of each employee of the City of Corpus Christi having an ownership interest constituting
3% or more of the ownership in the above named firm.
Name
__ N/A_ .___ _~_ __ _______
Job Title and City Department (if known)
2. State the names of each official of the City of Corpus Christi having an ownership interest constituting 3%
or more of the ownership in the above named firm.
Name Title
N/A
3. State the names of each board member of the City of Corpus Christi having an ownership interest
constituting 3% or more of the ownership in the above named firm.
Name Board, Commission or Committee
_ N/A.._
4. State the names of each employee or officer of a consultant for the City of Corpus Christi who worked on
any matter related to the subject of this contract and has an ownership interest constituting 3% or more of
the ownership in the above named firm.
Name Consultant
__ N/A_
CERTIFICATE
I certify that all Information provided is true and correct as of the date of this statement, that I have not knowingly
withheld disclosure of any information requested; and that supplemental statements will be promptly submitted to the
City of Corpus Christi, Texas as changes occur.
Certifying Person: MorQan 8~ear. A.I.A.L._ __'__..'_
(Type or Pnn ) ~! .~
Signature of Certifying Person: 4t//~. ~
7 . /
V
Title:
~~~Jok::l
Date:
Z - (5"'-06
EXHIBIT "C"
Page 1 of 2
DEFINITIONS
a.
Board Member. A member of any board, commission or committee appointed by the City Council of the City of
Corpus Christi, Texas.
Employee. Any person employed by the City of Corpus Christi, Texas, either on a full or part time basis, but not as
an Independent contractor.
Firm. Any entity operated for economic gain, whether professional, industrial or commercial and whether
established to produce or deal with a product or service, including but not limited to, entities operated in the form
of sole proprietorship, as self-employed person, partnership, corporation'd'oint stock company, joint venture,
receivership or trust and entities which, for purposes of taxation, are treate as non-profit organizations.
Official. The Mayor, members of the City Council, City Manager, Deputy City Manager, Assistant City Managers,
Department and Division Heads and Municipal Court Judges of the City of Corpus Christi, Texas.
Ownership Interest. Legal or equitable interest, whether actually or constructively held, in a firm, including when
such interest is held through an agent, trust, estate or holding entity. Constructively held refers to holding or
control established through voting frusts, proxies or special terms of venture or partnership agreements.
Consultant. Any person or firm, such as engineers and architects, hired by the City of Corpus Christi for the
purpose of professional consultation and recommendation
b.
c.
d.
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