HomeMy WebLinkAboutC2015-080 - 5/19/2015 - Approved CITY OF CORPUS CHRISTI
CONTRACT FOR PROFESSIONAL SERVICES
The City of Corpus Christi, a Texas home rule municipal corporation, P.O. Box 9277,
Corpus Christi, Nueces County, Texas 78469-9277(City)acting through its duly authorized
City Manager or Designee (Director of Capital Programs) and Engineering &
Construction Management Services, LLC, a Texas corporation, 5001 Oakmont Drive,
Corpus Christi, Nueces County, Texas 78413, (Architect/Engineer—A/E), hereby agree
as follows:
1. SCOPE OF PROJECT
Lifecycle Curb and Gutter Replacement (Project No. E14035) —The work consists of
the removal and replacement of approximately 7,000 linear feet of curb and gutter, 11,000
square feet of driveway approaches, 2,000 square feet of sidewalks, 400 square feet of
ADA curb ramps and 2,400 square yards of pavement repair. This is an IDIQ, City-Wide
project, where the City provides the Consultant a list of complaints and the Consultant
investigates the locations of complaints, takes photos and recommends action to be taken.
After approval by the City on action to be taken, the Consultant prepares delivery orders
with sketches and estimates and provides to the Contractor, then meets with the
Contractor at the various locations to mark with paint the limits of work at each location.
The Consultant provides complete, comprehensive construction management of the
construction contract.
2. SCOPE OF SERVICES
The NE hereby agrees, at its own expense, to perform design services necessary to
review and prepare plans, specifications, and bid and contract documents. In addition,NE
will provide monthly status updates (project progress or delays, gantt charts presented with
monthly invoices) and provide contract administration services, as described in Exhibit
"A", to complete the Project. Work will not begin on Additional Services until requested by
the NE (provide breakdown of costs, schedules), and written authorization is provided by
the Director of Capital Programs.
NE services will be "Services for Construction Projects"- (Basic Services for Construction
Projects")which are shown and are in accordance with"Professional Engineering Services-
A Guide to the Selection and Negotiation Process, 1993" a joint publication of the
Consulting Engineer's Council of Texas and Texas Society of Professional Engineers. For
purposes of this contract, certain services listed in this publication as Additional Services
will be considered as Basic Services.
3. ORDER OF SERVICES
The NE agrees to begin work on those authorized Basic Services for this contract upon
receipt of the Notice to Proceed from the Director of Capital Programs. Work will not begin
on any phase or any Additional Services until requested in writing by the NE and written
authorization is provided by the Director of Capital Programs. The anticipated schedule of
.L_ _- -.. ",...,, -'^sign phase, bid phase, and construction phase is shown on
2015-080 ; is not to be inclusive of all additional time that may be required
5/19/15
M2015-048 Contract for Professional Services
Engineering& Construction Page 1 of 3 INDEXEI
Management Services LLC tM WATER\E14035 LIFECYCLE CURB AND GUTTER\ECMS\CONTRACT PROFESSIONAL SERVICES.DOC
for review by the City staff and may be amended by or with the concurrence of the Director
of Capital Programs.
The Director of Capital Programs may direct the NE to undertake additional services or
tasks provided that no increase in fee is required. Services or tasks requiring an increase
of fee will be mutually agreed and evidenced in writing as an amendment to this contract.
NE shall notify the City of Corpus Christi within three (3) days of notice if tasks requested
requires an additional fee.
4. INDEMNITY AND INSURANCE
NE agrees to the mandatory contract indemnification and insurance requirements as set
forth in Exhibit "B".
5. FEE
The City will pay the A/E a fee as described in Exhibit "A" for providing services
authorized, a total fee not to exceed $88,440.00 (Eighty eight Thousand Four Hundred
Forty Dollars and Zero Cents). Monthly invoices will be submitted in accordance with
Exhibit "C".
6. TERMINATION OF CONTRACT
The City may, at any time, with or without cause, terminate this contract upon seven days
written notice to the NE at the address of record. In this event, the NE will be
compensated for its services on all stages authorized based upon A/E and City's estimate
of the proportion of the total services actually completed at the time of termination.
7. LOCAL PARTICIPATION
The City Council's stated policy is that City expenditures on contracts for professional
services be of maximum benefit to the local economy. The NE agrees that at least 75%of
the work described herein will be performed by a labor force residing within the Corpus
Christi Metropolitan Statistical Area (MSA). Additionally, no more than 25% of the work
described herein will be performed by a labor force residing outside the Corpus Christi
Metropolitan Statistical Area (MSA.)
8. ASSIGNABILITY
The NE will not assign, transfer or delegate any of its obligations or duties in this contract
to any other person without the prior written consent of the City, except for routine duties
delegated to personnel of the NE staff. If the NE is a partnership, then in the event of the
termination of the partnership, this contract will inure to the individual benefit of such
partner or partners as the City may designate. No part of the NE fee may be assigned in
advance of receipt by the NE without written consent of the City.
The City will not pay the fees of expert or technical assistance and consultants unless such
employment, including the rate of compensation, has been approved in writing by the City.
Contract for Professional Services
Page 2 of 3
K\ENGINEERING DATAEXCHANGE\ANGIEM\STORM WATER\E14035 LIFECYCLE CURB AND GUTTER\ECMS\CONTRACT PROFESSIONAL SERVICES.DOC
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9. OWNERSHIP OF DOCUMENTS
All documents including contract documents (plans and specifications), record drawings,
contractor's field data, and submittal data will be the sole property of the City, may not be
used again by the NE without the express written consent of the Director of Capital
Programs. However, the NE may use standard details that are not specific to this project.
The City agrees that any modification of the plans will be evidenced on the plans, and be
signed and sealed by a professional engineer prior to re-use of modified plans.
10. DISCLOSURE OF INTEREST
NE further agrees, in compliance with City of Corpus Christi Ordinance No. 17112, to
complete, as part of this contract, the Disclosure of Interests form.
CITY OF CO-P i ` CHR = Engineering & Construction
Management Services, LLC
_ __,..d. s Z t 0-a--a-04-. 4-1 3 / s,
J. . Edmonds, P.E. 'at- Felix H. Ocanas Jr., P.E. Date
Director of Capital Programs Principal
5001 Oakmont Drive
Corpus Christi, TX 78413
RECOMMENDED (361) 549-4576
,1Aillid 'I 7//5--
Operating 9
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EXHIBIT "A"
CITY OF CORPUS CHRISTI, TEXAS
LIFECYCLE CURB & GUTTER REPLACEMENT
(Project Number E14035)
I. SCOPE OF SERVICES
A. Basic Services.
1. Preliminary Phase. The Architect/Engineer NE will:
a. - -- = -- -- - e.: - --- •-- - -- - -- - -- -- -- -- -
sentfast
2. Construction Phase. The NE will perform contract administration to include the
following:
a. Participate in pre-construction meeting conference and provide a recommended
agenda for critical construction activities and elements 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 site of the Project to confer with the City project inspector
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 and authorize minor changes which do not affect the
contractor's price and are not contrary to the general interest of the City under the
contract.
g. Make final inspection with City staff and provide the City with a Certificate of
Completion for the project.
h. As applicable, review and assure compliance with plans and specifications, the
preparation of operating and maintenance manuals (by the Contractor) for all
equipment installed on this Project. These manuals will be in a"multimedia format"
suitable for viewing with Microsoft's Internet Explorer,version 3.0. As a minimum the
Introduction, Table of Contents, and Index will be in HTML (HyperText Markup
Language) format, with HyperText links to the other parts of the manual. The
remainder of the manual can be scanned images or a mixture of scanned images
and text. Use the common formats for scanned images - GIF, TIFF, JPEG, etc..
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, not on floppy disks.
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.14 or later) of the record drawings within two (2) months of final
EXHIBIT"A"
Page 1 of 5
•
acceptance of the project. 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. Prepare applications/estimates for payments to contractor.
b. Conduct the final acceptance inspection with the Engineer.
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, but the NE will not begin work on this section without
specific written approval by the Director of Capital Programs. Fees for Additional Services are
an allowance for potential services to be provided and will be negotiated by the Director of
Capital Programs as required. The NE will, with written authorization by the Director of Capital
Programs, do the following
1. 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 NE 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 NE, and will confer
with NE regarding PR's actions. PR's dealings in matters pertaining to the
Contractor's work in progress shall in general be with NE 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:
A. Serve as liaison with Contractor, working principally through Contractor's
superintendent and assist in understanding the intent of the Contract
Documents.
B. PR shall communicate with CITY with the knowledge of and under the direction
of NE
4. Interpretation of Contract Documents: Report when clarifications and interpretations
of the Contract Documents are needed and transmit to Contractor clarifications and
interpretations as issued.
5. Shop Drawings and Samples:
A. Receive Samples, which are furnished at the Site by Contractor, and notify of
availability of Samples for examination.
B. Record date of receipt of Samples and approved Shop Drawings.
C. 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.
6. Review of Work and Rejection of Defective Work:
EXHIBIT"A"
Page 2 of 5
A. Conduct on-Site observations of Contractor's work in progress to assist NE in
determining if the Work is in general proceeding in accordance with the Contract
Documents.
B. 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 NE 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.
C. 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.
7. Records:
A. 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, NE'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.
B. 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 NE and
the City.
8. Reports:
A. 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.
B. Report immediately to the CITY and NE 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.
C. 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.
9. Completion:
A. Before the issue of Certificate of Completion, submit to Contractor a list of
observed items requiring completion or correction.
B. Participate in a final inspection in the company of NE,the CITY, and Contractor
and prepare a final list of items to be completed or corrected.
C. 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.
2. Start-up Services. Provide on-site services and verification for all start-up procedures
during actual start up of major Project components,systems, and related appurtenances
if needed and required.
3 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
EXHIBIT"A"
Page 3 of 5
to best correct defective conditions and submit to City Staff. Complete the inspection and
prepare the report no later than sixty(60)days prior to the end of the maintenance guaranty
period.
4 Provide the services above authorized in addition to those items shown on Exhibit"A-1"
Task List, which provides supplemental description to Exhibit"A". Note: The Exhibit"A-1"
Task List does not supersede Exhibit"A".
2. SCHEDULE
Day Date Activity
Tuesday April 28, 2015 Contract Award
Wednesday May 28, 2015 Begin Construction
Thursday May 28, 2016 Complete Construction
3. FEES
A. Fee for Basic Services. The City will pay the NE 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
I.A.1-4 above, and for all expenses incurred in performing these services. The fee for this
project is subject to the availability of funds. The Engineer may be directed to
suspend work pending receipt and appropriation of funds. For services provided in
Section I.A.1-4, NE will submit monthly statements for basic services rendered. In Section
I.A.1-3, the statement will be based upon NE's estimate (and City concurrence) of the
proportion of the total services actually completed at the time of billing. For services
provided in Section I.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 A/E's monthly
statements.
B. Fee for Additional Services. For services authorized by the Director of Engineering
Services under Section I.B. "Additional Services,"the City will pay the NE a not-to-exceed
fee as per the table below:
Summary of Fees
Basic Services Fees
2. Design Phase ----
3. Bid Phase ----
4. Construction Phase (12x22x1.5x$90) $35,640
EXHIBIT"A"
Page 4 of 5
t
Subtotal Basic Services Fees $35,640
Additional Services Fees (Allowance)
1. Permit Preparation ---
2 -ROIN-Asqu-isition-Spufvey ---
/1. Environmontal l cucs ---
5. Construction Observation Services(12x22x4x$50) $52,800
6. Start up Scrviccs ----
7. Warranty Phase (included in 5 above) ----
Sub-Total Additional Services Fees Authorized $52,800
Total Authorized Fee $88,440
EXHIBIT"A"
Page 5 of 5
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EXHIBIT "A-1" TASK LIST
(Provides supplemental description to Exhibit"A". Exhibit"A-1"Task List does not supersede Exhibit"A.")
CITY OF CORPUS CHRISTI, TEXAS
LIFECYCLE CURB & GUTTER REPLACEMENT
(Project No. E14035)
Basic Services (See Exhibit "A")
Additional Services:
CONSTRUCTION OBSERVATION SERVICES
1) Provide construction observation services as authorized by the City in
accordance with Exhibit 'A' of the Contract for Professional Services.
2) Conduct daily site visits to the project site during construction.
3) Prepare monthly reports and submit to City staff as required..
4) Provide detailed coordination with City staff during construction.
5) Coordinate construction activities with materials testing laboratory.
PUBLIC INVOLVEMENT PHASE
1) Assist the City in preparing notices, handouts and exhibits for public information
meetings.
2) Assist the City in conducting the public information meetings.
3) Assist the City with follow-up and response to citizen comments.
4) Revise contract drawings to address citizen comments, as directed by the City.
WARRANTY PHASE
Upon receiving authorization from the City to proceed, conduct 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, correct or
replace improvements under the maintenance guaranty terms of the construction
contract. Document the condition and prepare a report for the City staff of the locations
and conditions requiring action.
EXHIBIT"A-1"
Page 1 of 1
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EXHIBIT B
INSURANCE REQUIREMENTS & INDEMINIFICATION
CONSULTANT'S LIABILITY INSURANCE
A. Consultant must not commence work under this contract until all insurance required has been obtained
and such insurance has been approved by the City. Consultant must not allow any subcontractor to
commence work until all similar insurance required of any subcontractor has been obtained.
B. Consultant must furnish to the City's Risk Manager and Director of Capital Programs. two (2) copies of
Certificates of Insurance with applicable policy endorsements showing the following minimum coverage
by an insurance company(s) acceptable to the City's Risk Manager. The City must be listed as an
additional insured on the General liability and Auto Liability policies, and a waiver of
subrogation is required on all applicable policies. Endorsements must be provided with
Certificate of Insurance. Project name and/or number must be listed in Description Box of
Certificate of Insurance.
TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE
30-day advance written notice of Bodily Injury and Property Damage
cancellation, non-renewal, material Per occurrence - aggregate
change or termination required on all
certificates and policies.
Commercial General Liability including: $1,000,000 Per Occurrence
1. Commercial Broad Form $2,000,000 Aggregate
2. Premises—Operations
3. Products/Completed Operations
4. Contractual Liability
5. Independent Contractors
6. Personal Injury-Advertising Injury
AUTO LIABILITY (including) $1,000,000 Combined Single Limit
1. Owned
2. Hired and Non-Owned
3. Rented/Leased
PROFESSIONAL LIABILITY $1,000,000 Per Claim
(Errors and Omissions) $2,000,000 Aggregate
(Defense costs not included in face value
of the policy)
If claims made policy, retro date must be
prior to inception of agreement, have
extended reporting period provisions and
identify any limitations regarding who is
insured.
WORKERS'S COMPENSATION Statutory
(All States Endorsement if Company is not
domiciled in Texas)
Employer's Liability $500,000/$500,000/$500,000
C. In the event of accidents of any kind related to this contract, Consultant must furnish the Risk Manager
with copies of all reports of any accidents within 10 days of the accident.
EXHIBIT"B"
Page 1 of 3
II. ADDITIONAL REQUIREMENTS
A. Applicable for paid employees, Consultant must obtain workers' compensation coverage through a
licensed insurance company. The coverage must be written on a policy and endorsements approved by
the Texas Department of Insurance. The workers' compensation coverage provided must be in an
amount sufficient to assure that all workers' compensation obligations incurred by the Consultant will be
promptly met. An All States Endorsement shall be required if Consultant is not domiciled in the State of
Texas.
B. Consultant shall obtain and maintain in full force and effect for the duration of this Contract, and any
extension hereof, at Consultant's sole expense, insurance coverage written on an occurrence basis by
companies authorized and admitted to do business in the State of Texas and with an A.M. Best's rating
of no less than A-VII.
C. Consultant shall be required to submit a copy of the replacement Certificate of Insurance to City at the
address provided below within 10 days of any change made by the Consultant or as requested by the
City. Consultant shall pay any costs incurred resulting from said changes. All notices under this Exhibit
shall be given to City at the following address:
City of Corpus Christi
Attn: Risk Manager
P.O. Box 9277
Corpus Christi, TX 78469-9277
D. Consultant agrees that, with respect to the above required insurance, all insurance policies are
to contain or be endorsed to contain the following required provisions:
• List the City and its officers, officials, employees, and volunteers, as additional insureds by
endorsement with regard to operations, completed operations, and activities of or on behalf of the
named insured performed under contract with the City, with the exception of the workers' compensation
policy;
• Provide for an endorsement that the "other insurance" clause shall not apply to the City of Corpus
Christi where the City is an additional insured shown on the policy;
• Workers' compensation and employers' liability policies will provide a waiver of subrogation in favor of
the City; and
• Provide thirty (30) calendar days advance written notice directly to City of any, cancellation, non-
renewal, material change or termination in coverage and not less than ten (10) calendar days advance
written notice for nonpayment of premium.
E. Within five (5) calendar days of a cancellation, non-renewal, material change or termination of
coverage, Consultant shall provide a replacement Certificate of Insurance and applicable
endorsements to City. City shall have the option to suspend Consultant's performance should there be
a lapse in coverage at any time during this contract. Failure to provide and to maintain the required
insurance shall constitute a material breach of this contract.
F. In addition to any other remedies the City may have upon Consultant's failure to provide and maintain
any insurance or policy endorsements to the extent and within the time herein required, the City shall
have the right to order Consultant to stop work hereunder, and/or withhold any payment(s) which
become due to Consultant hereunder until Consultant demonstrates compliance with the requirements
hereof.
EXHIBIT"B"
Page 2 of 3
G. Nothing herein contained shall be construed as limiting in any way the extent to which Consultant may
be held responsible for payments of damages to persons or property resulting from Consultant's or its
subcontractor's performance of the work covered under this contract.
H. It is agreed that Consultant's insurance shall be deemed primary and non-contributory with respect to
any insurance or self insurance carried by the City of Corpus Christi for liability arising out of operations
under this contract.
I. It is understood and agreed that the insurance required is in addition to and separate from any other
obligation contained in this contract.
INDEMNIFICATION
Consultant shall fully indemnify, hold harmless, and defend the City of Corpus Christi and its officials,
officers, agents, employees, volunteers, directors and representatives ("Indemnitee") from and against
any and all claims, damages, liabilities or costs, including reasonable attorney fees and defense costs,
caused by or resulting from an act of negligence, intentional tort, intellectual property infringement, or
failure to pay a subcontractor or supplier committed by Consultant or its agent, consultant under
contract or another entity over which Consultant exercises control while in the exercise of rights or
performance of the duties under this agreement. This Indemnification does not apply to any liability
resulting from the negligent acts or omissions of the City of Corpus Christi or its employees, to the
extent of such negligence.
Consultant must, at City's option, defend Indemnitee and with counsel satisfactory to the City
Attorney.
Consultant must advise City in writing within 24 hours of any claim or demand against City or
Consultant known to Consultant related to or arising out of Consultant's activities under this
Agreement.
EXHIBIT"B"
Page 3 of 3
COMPLETE PROJECT NAME
Project No. xxxxxx
Invoice No. 12345
Invoice Date:
Total Amount Previous Total Percent
Basic Services: Contract Amd No. 1 Amd No. 2 Contract Invoiced Invoice Invoice Complete
Preliminary Phase $15,117 $0 $0 $15,117 $0 $1,000 $1,000 7%
Design Phase 20,818 0 0 20,818 1,000 500 1,500 7%
Bid Phase 0 0 0 0 0 0 0 n/a
Report Phase 14,166 0 0 14,166 0 0 0 0%
Construction Phase 0 0 0 0 0 0 0 n/a
Subtotal Basic Services $50,101 $0 $0 $50,101 $750 $1,500 $2,500 5%
Additional Services:
Permitting $0 $0 $0 $0 $0 $0 $0 n/a
Warranty Phase 0 0 0 0 0 0 0 n/a
Inspection 9,011 0 0 9,011 0 0 0 0%
Platting Survey 29,090 0 0 29,090 0 0 0 0%
Reporting 1,294 0 0 1,294 0 0 0 0%
O & M Manuals TBD TBD TBD TBD TBD TBD 0 0%
SCADA TBD TBD TBD TBD TBD TBD TBD 0%
Subtotal Additional Services $39,395 $0 $0 $39,395 $0 $0 $0 0%
Summary of Fees
Basic Services Fees $50,101 $0 $0 $50,101 $750 $1,500 $2,500 5%
Additional Services Fees 39,395 0 0 39,395 0 0 0 0%
Total of Fees $89,496 $0 $0 $89,496 $750 $1,500 $2,500 3%
-0 xCD CO
-a =
518
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SUPPLIER NUMBER
TO BE ASSIGNED BY CII Y
PURCHASING DIVISION
City of
City of CITY OF CORPUS CHRISTI
CCorpus DISCLOSURE OF INTEREST
Chnsti
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 `NA". See reverse side for Filing Requirements,
Certifications and definitions.
COMPANY NAME: Engineering& Construction Management Services,LLC
P.O.BOX: N/A
STREET ADDRESS: 5001 Oakmont CITY: Corpus Christi ZIP: 78413
FIRM IS: 1. 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 Cityof 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)
I
l 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"firm."
Name Title
/A
3.
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
frf
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 4
r
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 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: Felix H.Ocanas Jr.,P.E. Title: President
(Type or Priot)
Signature of Certifying
Person: /_ Date: a72,J /
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.
f. "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.