Loading...
HomeMy WebLinkAboutC2013-162 - 4/19/2013 - NAAMENDMENT NO. 7 TO CONTRACT FOR PROFESSIONAL SERVICES The City of Corpus Christi, Texas hereinafter called "CITY ", and Freese and Nichols, Inc. agree to the following amendment to the Contract for Professional Services for Garwood Water Supply Project Project No. 8424), as authorized and amended by: Original A/E Agreement October 28, 2003 Motion No. M2003 -394 $116,100.00 Amendment No. 1 October 19, 2004 Motion No. M2004 -387 $285,490.00 Amendment No. 2 December 18, 2007 Motion No. M2007 -334 $911,997.00 Amendment No. 3 March 11, 2009 Administrative Approval $0.00 Amendment No. 4 March 9, 2010 Motion No. M2010 -051 $9,676,590.00 Amendment No. 5 November 30, 2011 Administrative Approval $0.00 Amendment No. 6 January 14, 2012 Administrative Approval $49,940.00 Amendment No. 7 revises the project scope for Mary Rhodes Pipeline Phase 2 (Project No. E10008) to the Garwood Water Supply Project as follows: Exhibit "A ", Section I. Scope of Services. Part A. Basic Servicees, shall be modified to provide for a study to assess the feasibility of a partnership between the Lower Colorado River Authority (LCRA) and the City of Corpus Christi as specified in Amendment No. 7 Exhibit "A ". Exhibit "A ". Section II Schedule, shall be modified as specified in the attached Amendment No. 7 Exhibit "A ", Schedule. Exhibit "A ". Section III. Fees, shall be modified as specified in Amendment No. 7 Exhibit "A" for a revised fee not to exceed $49,822.00 (Forte -Nine Thousand Eight Hundred Twenty -Two Dollars and Zero Cents) for a total restated fee not to exceed $11,089,939.00 (Eleven Million Eighty -Nine Thousand Nine Hundred Thirty-Nine Dollars and Zero Cents). Monthly invoices shall be submitted in accordance with Amendment No. 7 Exhibit "B ". All other terms and conditions of October 28, 20003 contract and amendments between the City and Freese and Nichols, Inc. will remain in full force and effect. CITY OF CORPUS CHRISTI "/9 -,r.2 Oscar R. artinez (Date) Assistant City Manager RECOMENDED t Daniel Biles, P ate) Director of gin erin e ices Operating Dep rtment I (Date) 2013 -162 4/19/13 FREES AND NICHOLS, INC. Ron Guzman, P.E., (Date) Principal 800 North Shoreline Blvd., Suite 160ON Corpus Christi; TX 78401 (361) 561 -6500 Office (361) 561 -6501 Fax ENTERED b. ='R 0 2 2013 c may L�,w, etinv I MAIL Auffl AMEND. NO.7 Page 1 of 2 Freese and Nichols Inc. I NDIEEXED APPROVED AS TO FORM: 4" &'& 4 Office f Man ement and Budg t (Date) t4 f (I" /\, l Legal 156partment (bate) ATTEST Armando Chapa, City Secreta Project No: E10008 Fund Source No: 550950- 4091 - 00000- E10008 Fund Name: Water 2012B CIP Fd RvBd gf Encumbrance No: L ?ECEIVED APR 0 9 AMEND. NO. 7 Page 2 of 2 804 N. Shoreline Blvd., Suite 160014 Corpus Christi, Texas 78401 361- 561 -6500 fax 361- 561 -6501 + www.freese.com March 21, 2013 i e Mr.. Dan Bit . P.M. P. Director of gineering Services City of Cor, us Christi P. 0. Bo 9 777 Corp u Christi, TX 78469 -9272 Re: Mary Rhodes Pipeline Phase Z Project No. E10008 Contract Amendment Request Dear Mr. Biles, Freese and Nichols, Inc. (FN1) is respectfully submitting. Mary Rhodes Pipeline Phase 2 Amendment No. 7 for your consideration. This amendment request provides for a study to assess the feasibility of a partnership between the Lower Colorado River Authority (LCRA) and the City of Corpus Christi by exploring the.challenges /issues, benefits and economies of scale of developing and operating water . supply facilities jointly in a coordinated manner: Please feel free to contact me at 361.561.6500 should you have any questions. regarding this matter. . Respectfully, .: Freese and Nichols, Inc_ Ron Guzrna P.E. Vice President /Principal Enclosures AMEND. NO. 7 . EXHIBIT "A' Page ! of 11 EXHIBIT "A" CITY OF CORPUS CHRISTI, TEXAS MARY RHODES PIPELINE PHASE 2 JOINT CC/LCRA FEASIBILITY STUDY (Project No. E10008) Parent Project: Garwood Water Supply Project (Project No. 8424) I. SCOPE OF SERVICES A. Basic Services Task 1 - Administrative I Legal Requirements (CC/LCRA] Task 1, FNI will provide technical assistance to CC legal staff and/or consultants who will take the lead role to accomplish Task 1 items B, D, F, G, H, I, and J. LCRA will be responsible for Task 1 items A, C, and E. A. Develop confidentiality agreement. [LCRA] B. Review CC Garwood Water Right for any requirements/conditions placed upon the diversion point or other constraints which could impede a joint project. [CC/LCRA] C. Review and identify possible barriers with existing LCRA Gulf Coast Division Operations (Assumes CC utilizes LCRA conveyance system). [LCRA] D. Review scheduled water needs and/or constraints of LCRA and CC. [CC/LCRA] E. Review limitations on LCRA's authority that might impact the most efficient operations of the river and the City of Corpus Christi right. [LCRA] F. Identify what if any operational agreements needed between CC and LCRA to implement the alternatives and any recommendations. [CCILCRA] G. Identify Ownership issues related to joint facilities [CC/LCRA] H. Identify possible strategies /solutions to address all of the above. [CC/LCRA] I. Visit with TCEQ, other agencies to review alternatives, if needed. [CC/LCRA] J. Prepare Draft and Final Technical Memorandum documenting results of Admin /Legal review [CC/LCRA] AMEND. NO. 7 EXHIBIT "A" Page 2 of 11 TASK 2 — Water Availability Analysis [LCRA] Task 2, LCRA will be responsible for all services under this task. FNI will provide information to LCRA pertaining to CC's diversion amounts and timing. If needed, CC legal staff and or consultant will be responsible for assisting LCRA with item 2.A.i. A. Water availability investigation Using the LCRA WAM (daily spreadsheet/RiverWare models with extended hydrology through 2011) L Review efficiencies related to CC and LCRA Water Rights, water delivery, considering legal and operational issues. ii. Corpus Christi - Stand Alone Scenario • Determine OCR storage capacity and diversion rate required to firm up CC Run -of -River supplies ONLY iii. LCRA - Stand Alone Scenario (if needed) • Determine OCR storage capacity and diversion rate required to meet LCRA's regulation needs ONLY iv. Joint CC /LCRA • Define release amounts and timing required for a CC /LCRA. joint OCR. • Determine OCR storage capacity and diversion rate to fulfill joint CC/LCRA release schedule identified in above task. B. Prepare Draft and Final Technical Memorandum documenting results of Water Availability Analysis TASK 3 — Conceptual Facilities - Technical, Environmental and Financial Analysis [CC /LCRA] FNI and LCRA will work jointly to accomplish all technical, environmental, and financial analysis work associated with conceptual facilities. LCRA will. provide input on subtasks B -E, provide existing data and analysis for tasks 3.D.ii, and assist with task 3.E.ii, and, cost estimates will be developed utilizing the TWDB costing tool to the maximum extent possible. However, upon prior agreement by both the LCRA and CC, engineering judgment may be used on certain facilities if more detailed and/or reliable costs are available or can be developed within the agreed budget. A. Conduct site visit of intake and canals, and windshield survey of alternative reservoir site. [CCILCRA] B. River Intake /PS [CC /LCRA] AMEND. No, 7 EXHIBIT "A" Page 3 of 11 i. Identify planned CC PS and existing LCRA facility improvements /modifications required to meet the needs of both LCRA and CC. ii. Prepare conceptual level Capital, Operations and Maintenance cost estimates for proposed improvements. C. LCRA Canal i. Review with LCRA staff experiences with canal losses and identify existing LCRA canal improvements /modifications required to meet the needs of both LCRA and CC. [CC] fl. Evaluate sediment management with LCRA. [CC/LCRA] iii. Prepare conceptual level Capital, Operations and Maintenance cost estimates for proposed improvements. [CC] D. New Lateral CanaI /Forebay /Booster /Relift PS i. Develop conceptual design for new facilities required, including: [CC] • Lateral canal and forebay. • Booster PSI Re -lift PS considering discharge header configuration to either pump from lateral canal to OCR, or lateral canal to Mary Rhodes Phase 2 Pipeline (use existing design of Mary Rhodes Phase 2 Booster PS with a modified discharge header and Pumps if needed) • Outlet structure from OCR to lateral canallforebay. ii. Perform desktop environmental constraints review utilizing aerial imagery, specifically reviewing publically available information for presence of USACE jurisdictional waters, endangered species, cultural resources and/or other sensitive environmental features on or in the vicinity of proposed facilities. [CCILCRA] iii. Prepare conceptual level Capital, Operations and Maintenance cost estimates for proposed new facilities, including mitigation costs for environmental /cultural resources impacts. [CC] E. Off - Channel Reservoir [CC/LCRA] i. Develop conceptual reservoir configurations for three capacities (i.e. 5,000, 10,000 and 15,000 acre -feet) assuming a nominal depth of 35 feet for each scenario [CC] • Review LCRA Markham Site Due Diligence Report. Assess liner needs and recommend alternative options. • Develop typical embankment height, width, and materials considerations, including liner considerations, if needed. ii. Perform desktop environmental constraints review utilizing aerial imagery, specifically reviewing publically available information for presence of USACE jurisdictional waters, endangered species, AMEND. NQ. 7 EXHIBIT "A" Page 4 of 11 cultural resources andlor other sensitive environmental features on or in the vicinity of proposed facilities.[LCRA] On Markham site use existing constraints complied during LCR;4 Due Diligence study. iii. Prepare conceptual level Capital, Operations and Maintenance cost estimates for proposed new facilities, including mitigation costs for environmental /cultural resources impacts. [CC] F. Prepare Draft and Final. Technical Memorandum documenting results of Conceptual Facilities — Technical, Environmental and Financial Analysis [CC] TASK 4 — CClLCRA Joint Reservoir Feasibility Study Summary Binder [CC] Task 4, FNI will be responsible for this task, with LCRA commenting on draft. A. Compile and Bind Technical Memorandums prepared in Task 1 thru 3. Prepare a Draft and Final Executive Summary summarizing the scope, findings and costs of the Joint Reservoir Feasibility Study, documented in. Tasks 1 thru 3. Submit six (6) copies of the Draft and Final "Summary" to CC. 11. SCHEDULE A. Tasks 1 thru 4 to be completed within 35 working days. Assuming: Freese and Nichols has an executed work order by February 8, 2013, Tasks 1 thru 4 will be completed by April 1, 2013 unless schedule modified by the City of Corpus Christi. Ill. FEES A. Fee for Basic Services. The City will pay the AIE 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, AIE will submit monthly statements for basic services rendered. In Section 1.A.1 -3, the statement will be based upon A/E'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. City will make prompt monthly payments in response to AIE's monthly statements. AMEND. NO. 7 EXHIBIT "A" Page 5 of 3 9 B. Fee for Additional Services. For services authorized by: the Director of Engineering Services under Section 1.8. Additional Services" the City will pay the AIE a not -to- exceed fee as per the table below: C. Summary of Fees TASK Description Fee Original Contract - Phase 1 I.A.1 Screening Study of Delivery Options $116,100.00 I.A.2 Detailed Study of Delivery Options TBN I.A.3 Pipeline Route Study TBN I.AA Pipeline Surveying, Easement.Acquisition, and Permitting TBN I.A.5 Pipeline Topographic Survey and Preliminary Design TBN I.A.6 Final Design Phase TBN I.A.7 Bid, Award, and Construction TBN Original Contract Fee $116,10010 Amendment No. 1 — Phase 2 2.A Detailed Study of Delivery Option 5 $152,532 2.13 Detailed Study of Delivery Option 1 $64,328 2.0 Detailed Study of Delivery Option 6 $68,630 Amendment No. 1 Fee $285,490 Amendment No. 2 — Phase 2A 2A -0001 Field Studies 2A.1.A — Ownership Mapping $ 20,631 2A.1.6 —Risk Analysis $ Prepare Risk Analysis $ 5,853 Risk Analysis Workshop (in CC) $ 4,533 2A.1.0 Field survey of West Mustang Creek $ 46,922 2A.1.D —West Mustang Creek Habitat Assessment $ 34,272 2A.1.E — Coordination Re- Calib. Of Gannado Gauging Station $ 6,168 2A.1.F - Summary Prepare Task Summary $ _ $ 19,650 Task Summary Workshop (in CC) $ 8,383 Total Fee by Classification $ 138,411 2A -0002 LCRA Agreement 2A.2.A — Agreement Framework $ _ Prepare Framework $ 12,695 Submit Framework $ 431. Schedule Framework Meeting $ 451 2A.2.6 — Framework Meeting (Garwood) $ 7,235 2A.2.0 — Prepare Draft LCRA Agreement $ 10,525 AMEND. NO: 7 EXHIBIT "A" Page 6 of 11 2A.2.D —Draft LCRA Agreement Workshop (Garwood) $ 6,366 2A.2.E Prepare Final Agreement $ 8,740 2A.21 Task — Execute Agreement (1 meeting Austin, 1 meeting Corpus Christi ) $ 8,151 2A.2.G —Task 2 Summary $ 14,675 Total Fee by Classification $ 69,268 2A -0003 LNRA Agreement. 2A.3.A Agreement Framework $ _ Prepare Framework $ 13,025 Submit Framework $ 431 Schedule Framework Meeting $ 451 2A.3.13 — Framework Meeting (Edna) $ 7,191 2A.3.0 — Prepare Draft Agreement $ 10,525 2A.3.D —Draft LNRA Agreement Review Workshop (Edna) $ 7,191 2A.3.E -- Regulatory Coordination (2 meetings Austin) $ 10,137 2A.3.F — Prepare Final LNRA Agreement $ 6,815 2A.3.G — Execute Agreement (1 meeting Edna, 1 meeting Austin) $ 11,360 2A.3.H —Task 3 Summary $ 14,125 Total Fee by Classification $ 81,250 2A -0004 Permitting and Agency Coordination 2A.4.A —Coord wl TPWD re: GSM Permit (2 meetings Austin) $ 3,737 2A.4.13 —Coord wl TPWD re: LNRA Inflow /Release Agreement (3 meetings Austin ) $ 5,156 2A.4.0 —Coord wI TCEQ re: Bed and Banks Permit (3 meetings Austin) $ 7,104 2AA.D 2A.4.E —Coord w/ TGLO re: Bed and Banks Permit (3 meetings Austin) — Coordination with TCEQ and TWDB re: Regional Water Planning 2 meetings Austin $ 7,104 $ 1,437 2A.4.F - Regional Water Planning Group Coordination (1 meeting Austin, 1 meeting Corpus Christi ) $ 2,979 2A.4.G — Monitor LCRAISAWS Project (2 meetings Garwood) $ 6,437. 2A.4.H —USACE Coord (1 meeting Galveston) $ 8,253 2A.4.1 —TPDES Coordination (1 meeting Austin) $ 6,566 2A.4.J — Landowner Issues and Communications (3 meetings Edna) $ 20,785 2A.4.K —Meet wl Environmental Groups $ _ Prepare Exhibits Meeting 1 $ 13,093 $ _ Plan Schedule Prepare for Meeting Attend Meeting (Austin) Meeting 2 $ 501 $ 471 $ 3,745 $ 2,376 $ _ AMEND. NO.7 EXHIBIT "A" Page 7 of 11 AMEND. NO.7 EXHIBIT "A" Page 8 of 11 Plan $ 501 Schedule $ 471 Prepare for Meeting $ 3,745 Attend Meeting (Austin) $ 2,376 Meeting 3 $ - Plan $ 501 Schedule $ 471 Prepare for Meeting $ 3,745 Attend Meeting (Edna) $ 3,591 2A.4.L —Task 4 Summary $ 16,070 Total Fee by Classification $ 121,216 2A -0005 Permitting Activities 2A.5.A —Bed and Banks Permit Application $ - Prepare Permit $ 20,655 Submit Permit $ 6,360 Agency Review $ 8,115 Permit Approval $ 5,203 2A 5 B - Prepare Amendment to TPWD/LNRA Inflow & Release A reement $ _ Develop Amendment Framework $ 3,815 Meet with LNRA and TPWD to develop amendment outline 1 mtg Edna $ 4,441 Develop Draft Amendment $ 4,075 Meet with LNRA and TPWD to review Draft Amendment 1 mtg Edna Prepare Final Amendment $ 4,441 $ 3,735 2A.5.0 Obtain Written Approval (1 mtg Austin, 1 mtg Edna) -Water Right Amendment Application $ 6,540 $ - Prepare Permit Submit Permit Agency Review $ 10,815 $, 9 6 1 $ 4,210 Permit Approval $ 1,023 2A.5.D — Monitor Permit Application Status $ 2,045 2A.5.E 2A.5.F — Regulatory Agency Coord During Permit App Process — Develop Supporting Info for Region N Amendment $ 2,945 $ 5,130 2A.5.G 2A.5.H — Coordinate Region N Amendment (2 meetings CC) Amend Water Conservation /Drought Management Plan $ 11,475 $ - Prepare Draft Amendment Plan Workshop (CC) Submit Draft Amendment City Review of Draft Amendment $ 3,408 $ 4,533 $ 1,120 $ _ AMEND. NO.7 EXHIBIT "A" Page 8 of 11 AMEND. NO. 7 EXHIBIT "A" Page 9 of 11 Review Workshop (CC) $ 4,533 City Review Complete $ _ Incorporate City Comments /Prepare Final Amendment $ 3,535 City Council Approval of Final Amendment (CC) $ 4,533 2A.5.F —Task 5 Summary $ 95,227 Total Fee by Classification $ 142,870 2A -0006 Conceptual Facility Design 2A.6.A —GIC Facility Requirement Workshop $ 330 Schedule Workshop $ 681 Conduct Workshop (Garwood) $ 6,393 2A.6.13 - Concept Design of GIC Canal System Improvements $ 4,800. 2A.6.0 — Concept Design of West Mustang Creek Div. Structure $ 4,800 2A.6.D — Design Review Workshop $ _ Schedule Workshop $ 681 Conduct Workshop (Garwood) $ 6,393 2A_6.E —W. Mustang Creek Gauging Facility Workshop $ 6,900 Schedule Workshop $ 681 Conduct Workshop (Edna) $ 4,193 2A.6.F — Concept Design, W. Mustang Creek Gauging Facility $ 3,960 2A.6.G —W. Mustang Creek Gauging Facility Workshop $ _ Schedule Workshop $ 681 Conduct Workshop (Edna) $ 6,393 2A.6.H —Task Summary $ 10,275 Total Fee by Classification $ 57,164 2A -0007 Mary Rhodes Pipeline Assessment 2A.7.A —Data Collection and Review $ 8,648 2A.7.13 — Facilities Site Visit $ 23,266 2A.7.0 —Task Kickoff Workshop (Corpus Christi) $ 8,605 2A.7.D —Pump Station Assessment $ 17,008 2A.7.E —SCADA System Assessment $ 11,840 2A.7.F — Operational Integration of Garwood Water $ 6,200 2A.7.G Alternatives Identification and Screening $ 27,613 2A.7.H Alternative Control Strategies $ 11,335 2A.7.1 — Recommended Mary Rhodes Pipeline Improvements $ 6 2A.7.J —Task 7 Summary $ _ Prepare Summary $ 16,200 Attend Workshop $ 5,768 Total Fee by Classification $ 142,686 2A -0008 Task 8 -- Phase 2A Report 2A.8.A — Prepare Draft Report _ AMEND. NO. 7 EXHIBIT "A" Page 9 of 11 AMEND. NO. 7 EXHIBIT "A" Page 10 of 11 Prepare Report $ 25,656 Submit Draft Report to City for Review $ 1,292 City Review of Draft Report $ - City Review Complete $ - 2A.8.B — Prepare Draft Report Presentation $ 7,112 2A.8.0 —Draft Report Workshop (Corpus Christi) $ 9,169 2A.8.1) —Draft Report Comments Meeting (Corpus Christi) $ 9,169 2A.8.E — Prepare Final Report $ 10,321 2A.8.F —Final Report Presentation (up to 3 meetings in Corpus Christi), $ 34,669 Total Fee by Classification $ 97,388 2A -0009 Project Management 2A.9.AOBC1 Task 9.A— Project Schedule $ 10,060 2A,9.130BC2 Task 9.6— Progress Reports and Invoices $ 23,342 2A.9.COBC3 Task 9. Phase 3 Scoping $ 28,343 Total Fee by Classification $ 61,744 Amendment No. 2 Fee $ 911,997 Amendment No. 3 2A -0005 Task 5 - Permitting Activities (Deleted in its Entirety) $ - 142,870 2A -0008 Task 8 — Phase 2A Report (Deleted in its Entirety) $ - 97,388 3 -00010 Task 10 - Garwood Alignment Study Scope of Work 3- 0010.1 Data Collection $ 49,709 3- 0010.2 Preliminary Hydraulic Study $ 21,975 3- 0010.3 Preliminary Environmental Review $ 60,294 3- 0010.4 Preliminary Route Analysis $ 45,384 3- 0010.5. Final Route Analysis $ 62,916 Amendment No. 3 Fee $ 0 Amendment No. 4 1 Study Phase $ 0 2 Preliminary Phase $ 1,514,814 3 Design Phase $ 3,068,522 4 Bid Phase $ 102,000 5 Construction Phase $ 1,200,000 A -1 Permitting $ 267,414. A-2 ROW Acquisition Survey 350,000 A-3 Topographic Survey $ 891,165 A-4 Subsurface Utility Exploration $ 286,000 A-5 Aerial Photography $ 23,750 A-6 Corrosion Engineering $ 122,768 A-7 Surge Analysis $ 104,181 AMEND. NO. 7 EXHIBIT "A" Page 10 of 11 A-8 Geotechnical Investigation $ 312,737 A -9 Archeological Investigation $ 184,650 A— 10 Hydraulic Modeling $ 37,398 A -11 ROW.Acquisition 1,060,601 A— 12 Construction Observation Services $ TBD A— 13 Start -Up Services $ TBD A _ 14 O &M Services $ 150,590 A— 15 Warranty Phase $ TBD A— 16 Provide SCADA Documentation $ TBD Amendment No. 4 Fee $ 9,676,590 Amendment No. 5 2 Preliminary Phase $ 0 3 Design Phase $ 183,179 4 Bid Phase $ 82,814 A - 1 Permitting $ 53,696 A-3 Topographic Survey $ 37,035 A-4 Subsurface Utility Exploration $ - 121,045 A-8 Geotechnical Investigation $ 18,749 A-9 Archeological Investigation $ - 87,808 A-10 Hydraulic Modeling $ 36,102 A-11 ROW Acquisition $ - 202,722 Amendment No. 5 Fee $ 0 Total Fee $10,990,177 Amendment No. 6 2 Preliminary Phase — Coordination effort associated with Archeological access compensation $ 2,340 A— 11 ROW Acquisition — Archeological access :compensation $ 47,600 Amendment No. 6 Fee $ 49,940 Total Fee $11,040,117 Amendment No. 7 — Joint City of Corpus Christi and LCRA Feasibility Study Study Phase $ 49,822 Amendment No. 7 Fee Total Fee $ 49,822 $11,089,939 AMEND_ NO. 7 EXHIBIT "A" Page 11 of 11 Mx� = m @ z o - o y Basic Services: Preliminary Phase Design Phase Bid Phase Construction Phase Subtotal Basic Services Additional Services: Permitting Warranty Phase Inspection Platting Survey O & M Manuals SCADA Subtotal Additional Services Summary of Fees Basic Services Fees Additional Services Fees Total of Fees COMPLETE PROJECT NAME Project No. XXXX Invoice No. 12345 Invoice Date: Sample form for: Payment Request Revised 07/27/00 Total Amount Previous Total Percent f'.nnfracf Amd Nn 1 Omel Nn_ 2 Cnnfract Invoiced Invoice Invoice Comulete $1,000 $0 $0 $1,000 $0 $1,000 $1,000 100% 2,000 1,000 0 3,000 1,000 500 1,500 50% 500 0 250 750 0 0 0 0% 2,500 0 1,000 3,500 0 0 0 0% $6,000 $1,000 $1,250 $8,250 $750 $1,500 $2,500 30% $2,000 $0 $0 $2,000 $500 $0 $500 25% 0 1,120 0 1,120 0 0 0 0% 0 0 1,627 1,627 0 0 0 0% TBD TBD TBD TBD TBD TBD TBD 0% TBD TBD TBD TBD TBD TBD TBD 0% TBD TBD TBD TBD TBD TBD TBD 0% $2,000 $1,120 $1,627 $4,747 $500 $0 $500 11% $6,000 $1,000 $1,250 $8,250 $750 $1 $2,500 30% 2,000 1,120 1,627 4,747 500 0 500 11% $8,000 $2,120 $2,877 $12,997 $1,250 $1,500 $3,000 23% SUPPLIER NUMBCR TO BE ASSIGNED BY=' PURCHASING DIVISION CITY OF CORPUS CHRISTI Chnsti DISCLOSURE OF INTEREST Ciry of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the City to provide the following information. Fvp7 question must be answered. If the question is not applicable, answer with "NA ". See reverse side or Filing. Requirements, Certifications and definitions. COMPANY NAME: Freese and Nichols, Inc. P. O. BOX: STREET ADDRESS: 800 N- Shoreline Blvd., Suite 160ON CITY: Corpus Christi ZIP: 78401 FIRM IS: I. Corporation ® 2. Partnership ❑ 3. Sole Owner ❑ 4. Association 5. Other 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 Job Title and City Department (if known) NIA N/A 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 " f rm." Name Title N/A NIA 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 BNIA' Commission or Committee NIA 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 NIA N/A 9 FILING REQUIREMENTS If a person who requests official action on a matter knows that the requested action will confer an economic benefit on any City official or employee that is distinguishable from the effect that the action will have on members of the public in general or a substantial segment thereof, you shall disclose that fact in a signed writing to the City official, employee or body that has been requested to act in the matter, unless the interest of the City official or employee in the matter is apparent. The disclosure shall also be made in a signed writing filed with the City Secretary. [Ethics Ordinance Section 2 -349 (d)] CERTIFICATION I certify that all information provided is true and correct as of the date of this statement, that 1 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: Ron Guzman, P.E. Title: Principal (Typt nr Print) Signature of Certifying Date: Person: IS 3 DEFINITIONS a. "Board member." A member of any board, commission, or committee appointed by the City Council of the City of Corpus Christi, Texas. b. "Economic benefit ". An action that is likely to affect an economic interest if it is likely to have an effect on that interest that is distinguishable from its effect on members of the public in general or a substantial segment thereof. c. "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. d. "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, joint stock company, joint venture, receivership or trust, and entities which for purposes of taxation are treated as non-profit organizations. e. "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. E "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 holdings or control established through voting trusts, proxies, or special terms of venture or partnership agreements." g. "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.