HomeMy WebLinkAboutC2019-500 - 9/17/2019 - Approved CITY OF CORPUS CHRISTI
AMENDMENT NO. 1 to the
CONTRACT FOR PROFESSIONAL SERVICES
The City of Corpus Christi, Texas, hereinafter called "CITY," and MOTT MACDONALD, LLC.,
hereinafter called "CONSULTANT,"agree to the following amendment to the Contract for Professional
Services North Beach Coastal Protection (Project No. 18163AI as authorized and administratively
amended by:
Original Contract April 24, 2019 1 Administrative Approval I $22,500.0
IN THE ORIGINAL CONTRACT, EXHIBIT A, SCOPE OF SERVICES, shall be modified as shown in
the attached Exhibit A.
IN THE ORIGINAL CONTRACT, ARTICLE III, COMPENSATION shall be modified as shown in the
attached Exhibit A for an additional fee not to exceed $224,862.00 for a total restated fee not to exceed
$247,362.00.
All other terms and conditions of the April 24, 2019 contract between the "CITY" and "CONSULTANT'
and of any amendments to that contract which are not specifically addressed herein shall remain in full
force and effect.
CITY OF CORP C- -ISI MOTT MACDO ', LLC.
- j,_420.4-0 q/9 7 23Z4l9
Jeff . Edmonds, P.E. Josh .rter Date
Director of Engineering Services Vice 'resident
7 N. Carancahua St., Suite 1610
orpus Christi, Texas 78401
(361)661-3061 Office
Josh.carter@mottmac.com
Aaron.horine@mottmac.com
APPROVED AS TO FORM
4 2019.07.26 AU
11:39:36 -05'00'
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City ecretary
Fund Name Acct Unit Acct No. Activity No. Amount
ST 2019 Bd18 P1 3556-051 550950 18163-A-3556-EXP $224,862.00
Total $224,862.00
Encumbrance No.
SCANNED
• 1 ,
7.
M 711 North Carancahua,Suite 1610
Austin,TX 78759
MOTT T 361-661-3061
MACDONALD mottmac.com
July 19, 2019
Sarah West,PE
City of Corpus Christi
1201 Leopard Street
Corpus Christi,TX 78401
RE: Scope of Work
North Beach Coastal Protection (18163A)—Amendment No. 1
Mrs. West:
Mott MacDonald is pleased to submit this scope of work and fee estimate to
provide engineering and design services for assistance with the North Beach
Coastal Protection Project for the City of Corpus Christi.
As part of the North Beach redevelopment plan, the City of Corpus Christi is
evaluating solutions to reduce erosion on north beach and create habitat and
recreational opportunities. The breakwaters and breakwater islands will serve as
the protection of the upland redevelopment and proposed design of the Grand
Canal system. Mott MacDonald has already completed Phase I,consisting of
conceptual level numerical modeling and cursory Phase H design considerations.
Mrs. West, on behalf of the City of Corpus Christi,has requested Mott
MacDonald provide a scope of services for the purpose of completing the work
for Phase II of the North Beach Redevelopment project:
Task 1: Phase II
TASK 1.1: PROJECT REVIEW AND DATA COLLECTION
This task consists of a project review to verify the project's scope and
objectives. Mott MacDonald will review available existing project data
and make a determination of the need for any additional data collection.
Mott MacDonald will also attend one(1)meeting with the client,
project partners, and other potential stakeholders in Corpus Christi to
present and discuss the preliminary design and work necessary to
complete the design, construction, and permit. The results of the
meeting,data review, future data collection efforts, and design criteria
will be summarized in a Memorandum of Project Understanding. Mott
MacDonald will incorporate the City's comments upon and will attend
one(1)meeting in person to discuss draft Memorandum of Project
Understanding. A final Memorandum of Project Understanding will
be submitted once comments are addressed.
EXHIBIT A
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In addition,Mott MacDonald will review all existing available data for the
project site and collect review and collect additional data necessary for the
design of the breakwater islands:
Topographic and Bathymetric Survey Review
Mott MacDonald will review new topographic and bathymetric survey
data collected by others for accuracy and provide quality control of
required coverage point files provided.
Geotechnical Data Collection
Mott MacDonald will review geotechnical borings collected by others and
resulting analysis of bearing capacity of the soils (conducted by others)to
support the proposed protection features to support the design efforts.
Mott MacDonald will notify the City of any concerns related to the
preliminary design of the breakwater island structures.
Seagrass/Oyster/Marsh Habitat Survey
A survey of seagrass, oysters, and marshes will be collected as part of this
task with data taken along the bathymetric/wading transects to delineate
extents of existing sensitive habitats within the project site. This data will
be necessary for preliminary design in order to minimize impacts to
sensitive habitats as well as during regulatory coordination to determine
the impacts of the proposed design and identify any mitigation that may be
required.
Task 1.1 Schedule: 8 weeks from NTP (schedule will rely on data being
sufficiently collected by others to be submitted to Mott MacDonald)
Task 1.1 Deliverables (all to be included in the Memorandum of Project
Understanding submittal):
(1) Map of seagrass/oyster/marsh habitat survey data (electronic PDF,
AutoCAD and ASCII format delivered via email).
Task 1.1 Budget: $35,678
TASK 1.2: COASTAL ENGINEERING AND ALTERNATIVE
ANALYSIS
A Coastal Engineering Analysis will be developed to reflect current
conditions at the project site. The costal engineering will include an
analysis of water elevations, winds,wind-generated waves,passing vessel
pressure field effects,circulation, storm activity, and the resulting tide,
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 2 17/19/2019 EXHIBIT A
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wind, and storm impacts on the project area. Mott MacDonald will
develop up to three(3) alternatives for the breakwater islands which will
be evaluated for optimal orientation, spacing, gap widths, and crest
elevations using numerical modeling of waves to determine the optimal
design and orientation, cost and effectiveness. Preliminary cost estimates
for the alternatives will be included in an alternative matrix to facilitate
ranking of alternatives and aid in Phase II decision making. Preliminary
results will be presented to The City via PowerPoint Presentation one
week following the submittal of the Draft Coastal Engineering and
Alternatives Analysis Report. Feedback from this presentation and review
of the report will be incorporated in preparation of final results. Based on
The City's feedback,up to two (2) additional alternatives for the
breakwater islands may be evaluated, for five(5)total alternatives. Final
results will be documented in the Coastal Engineering and Alternatives
Analysis Report which will be submitted to The City upon completion of
this task.
This task will also include up to four(4) orthographic renderings of the
alternatives will be created to be used as visual aides in documentation and
presentations to The City. The City will provide input to Mott MacDonald
on preferred renderings. The renderings and graphics will be of the
quality and detail to allow for visualizations using SketchUp, AutoCAD,
or similar three-dimensional rendering software.
It is anticipated that additional numerical modeling will be necessary
during the final design stage.
Task 1.2 Schedule: Task 1.2 completed within 12 weeks of completion of
Task 1.1.
Task 1.2 Deliverables:
(1) Draft Coastal Engineering and Alternative Analysis Report in PDF
format.
(2) PowerPoint Presentation of Coastal Engineering and Alternatives
(3) Final Coastal Engineering and Alternative Analysis Report in PDF
format.
Task 1.2 Budget: $124,940
TASK 1.3: PRELIMINARY DESIGN
This task includes conducting preliminary engineering analyses for the
proposed project components and development of a preliminary level
estimate of probable construction cost. Design criteria will be discussed
and decided upon with The City and will be used as the basis of design.
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 3 17/19/2019 EXHIBIT A
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Design criteria are anticipated to include permittability, constructability
costs, effects on flood elevations (FIRM designations), benefits and
potential negative impacts,and interactions of this project with the proposed
canal system and existing adjacent structures. The preferred alternative
from Task 1.2 will be further evaluated and discussed with The City and
any other project stakeholders. This task will develop the design to a level
sufficient for support of task 1.4.
Task 1.3 Schedule:
(1) Preliminary Design: 8 weeks from completion of Task 1.2
Task 1.3 Deliverables:
(1) Design Criteria and Basis of Design technical memorandum
(2) Preliminary design level drawings (permit level)
Task 1.3 Budget: $19,698
TASK 1.4: PRELIMINARY REGULATORY COORDINATION
As part of this task Mott MacDonald will assemble the necessary documents
for initiating discussions with U.S. Army Corps of Engineers
(USACE). The intent of this Task will be to identify the appropriate
USACE permitting approach and requirements which will be used to
develop and submit a USACE permit application in later project phases.
As part of this task, Mott MacDonald will organize and attend a Pre-
Application Meeting and/or a Joint Evaluation Meeting (JEM) in Corpus
Christi with the USACE and other resource agencies.Mott MacDonald will
organize the meeting and present the engineering analysis performed,
proposed project details, proposed construction methods, and timeline for
construction. The objective of the meeting in part will be to involve the
agencies with the proposed design concept and to obtain feedback and
implement such in the early stage of the permit application process.
Formal consultation with the US Fish and Wildlife Service (USFWS) or
NOAA's National Marine Fisheries Service(NMFS)under Section 7 of the
Endangered Species Act may be required for this project, but will not be
addressed in this scope,however,Mott MacDonald will initiate the informal
consultation process regarding endangered species with USFWS.
Coordination with the Texas General Land Office (TXGLO) will be
included in this task, as it is understood that the beach area of North Beach
is owned by TXGLO. Coordination with the Texas Historical Commission
(THC) and compliance with Section 106 of the Historic Preservation Act
will be required for USACE authorizations; during this phase of the project
only a desktop review of cultural resources would be performed by
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 417/19/2019 EXHIBIT A
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reviewing the Texas Historic Sites Atlas. A letter would be submitted to the
THC requesting concurrence that the project would have no effect to
historic properties. If THC requires additional analyses as part of the permit
application,effort for those items will be addressed in the next phase of the
project.
Task 1.4 Schedule: USACE JEM meeting conducted 10 weeks from
completion of Task 1.3.
Task 1.4 Deliverables:Support documentation developedfor JEM meeting with
USACE.
Task 1.4 Budget: $44,546
Amendment No. 1 Fee Estimate
Task 1.1 Project Review and Data Collection $35,678
Task 1.2 Coastal Engineering and Alternative Analysis $124,940
Task 1.3 Preliminary Design $19,698
Task 1.4 Preliminary Regulatory Coordination $44,546
Amendment No. 1 Total Fee $224,862
Amendment No. l Schedule
The Parties shall meet the following schedule:
Party Action Schedule
Engineer Furnish[1] electronic Within [8] weeks of the
review copies and [2] Commencement Date of the
printed copies of the Amendment No. 1.
Memorandum of Project
Understanding and
associated Task 1.1
deliverables to The City of
Corpus Christi.
City of Corpus Submit comments Within [2] weeks of the
Christi regarding Memorandum of receipt of Memorandum of
Project Understanding and Project Understanding and
associated Task 1.1 associated Task 1.1
Deliverables to Engineer. Deliverables from Engineer.
Engineer Furnish'[1] electronic final Within [2] weeks of the
copies and [11 printed receipt of The City's
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 5 17/19/2019 EXHIBIT A
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copies of the Memorandum comments regarding the
of Project Understanding Memorandum of Project
and associated Task 1.1 Understanding and
Deliverables to The City of associated Task 1.1
Corpus Christi. Deliverables to The City of
Corpus Christi.
Engineer Furnish [1] electronic Within [12]weeks of the
review copies and [2] completion of Task 1.1
printed copies of the
Coastal Engineering and
Alternative Analysis
Report to The City of
Corpus Christi.
City of Corpus Submit comments Within [2] weeks of the
Christi regarding Coastal receipt of Coastal
Engineering and Engineering and Alternative
Alternative Analysis Analysis Report from
Report to Engineer. Engineer.
Engineer Furnish [1] electronic final Within [2] weeks of the
copies and [1] printed receipt of The City's
copies of the Coastal comments regarding the
Engineering and Coastal Engineering and
Alternative Analysis Alternative Analysis Report
Report to The City of to The City of Corpus
Corpus Christi. Christi.
Engineer Furnish [1] electronic Within [8] weeks of the
review copies and [2] completion of Task 1.2
printed copies of the
Preliminary Design to The
City of Corpus Christi.
City of Corpus Submit comments Within,[2]weeks of the
Christi regarding Preliminary receipt of Preliminary Design
Design to Engineer. from Engineer.
Engineer Furnish [1] electronic final Within [2] weeks of the
copies and [1] printed receipt of The City's
copies of the Preliminary comments regarding the
Design to The City of Preliminary Design to The
Corpus Christi. City of Corpus Christi.
Engineer Schedule USACE JEM Within [10] weeks of the
meeting. completion of Task 1.3
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 6 1 7/19/2019 EXHIBIT A
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Assumptions
• Full/Complete regulatory coordination and permit applications are not
included in this scope. The level achieved will be governed by agency
feedback and Task 1.4 will be conducted on a time and material basis.
• Topographic and Bathymetric survey to be conducted by others and
provided to Mott MacDonald by the City. Topographic and Bathymetric
data collection is not part of this scope. The schedule for Task 1 will be
dictated by timeliness of Mott MacDonald receiving a complete data set
collected by others from The City.
• Geotechnical data and related geotechnical analysis will be conducted by
others and provided to Mott MacDonald by the City. Geotechnical data
collection is not part of this scope. The schedule for Task 1 will be
dictated by timeliness of Mott MacDonald receiving a complete data set
collected by others from The City.
• The City will provide all utility mapping data(if available)for the
Breakwater vicinity.
• Publicly available meteorological data sets and previously developed
numerical modeling input data will be used to force the numerical models.
No new meteorological data will be collected.
• Scope does not include tasks beyond Task 1.4 of this proposal. Scopes for
these services will be provided as described in this proposal.
• There is no underground pipeline within the footprint of the proposed
breakwater island. Magnetometer data will not be required as part of this
Phase II scope.
• No part of this scope will address regulatory coordination related to the
canal system. Tasks in this scope will consider effects to proposed canal
system entrance relative to altered current,wave, and sedimentation
patterns.
• This scope does not include permit applications or PS&E.
Services under Tasks, 1.1, 1.2,and 1.3 are to be billed on a Lump Sum basis not to
exceed $180,316. Services under Task 1.4 will be billed on a Time and Materials
basis not to exceed $44,546. Mott MacDonald will invoice for the work monthly
throughout the duration of the work. All invoices shall be paid within 30 days of
submission. Fees and schedule are valid for 60 days from the date of this Scope of
Services. Mott MacDonald will begin work immediately upon Notice to Proceed.
Please contact me with any questions.
Sincerely,
Mott MacDonald,LLC
North Beach Coastal Protection(18163A)—Amendment No. 1 I Mrs.West I Page 7 17/19/2019 EXHIBIT A
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Aaron Horine,PE
Principal Coastal Engineer
Ports and Coastal Practice
711 North Carancahua, Suite 1610
Corpus Christi,TX 78401
T 361.661.3061 M 281.813.9440
aaron.horine@mottmac.com
North Beach Coastal Protection(18163A)—Amendment No.1 I Mrs.West I Page 8 17/19/2019 ExHIBIT A
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Proj No. 18163A-North Beach Coastal Protection
SUMMARY OF FEES-7/19/2019
Original Contract Amd No.1 Total
Basic Services fees
1 Preliminary Phase $ 22,500.00 $ 180,316,00 $ 202,816.00
2 Design Phase $ - $ - $ -
3 Bid Phase $ - $ - $ -
4 Construction Administration Phase $ - $ - $ -
Subtotal Basic Services fees $ 22,500.00 $ 180,316.00 $ 202,816.00
Additional Service Fees
1 Permitting(Time&Materials) $ - $ 44,546.00 $ 44,546.00
2 Warranty Phase $ - $ - $ -
3 Inspection $ - $ - $ -
4 Platting Survey $ - $ - $ -
5 0&M Manuals $ - $ - $ -
6 SCADA $ - $ - $ -
Subtotal Additional Service Fees $ - $ 44,546.00 $ 44,546.00
Total Authorized Fee $ 22,500.00 $ 224,862.00 $ 247,362.00
EXHIBIT A-1
p'NO 4 ..i 4
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Sample form for:
COMPLETE PROJECT NAME Payment AE CRonuact
ontract
Project No. XXXX Revised 02/01/17
Invoice No. 12345
Invoice Date 01/01/2017
Total Current Previous Total Remaining Percent
Basic Services: Contract Amd No. 1 Amd No. 2 Contract Invoice Invoice Invoice Balance Complete
Preliminary Phase $1,000.00 $0.00 $0.00 $1,000.00 $0.00 $1,000.00 $1,000.00 $0.00 100.0%
Design Phase $2,000.00_ $1,000.00 $0.00 $3,000.00 $1,000.00 $500.00 $1,500.00 $1,500.00 50.0%
Bid Phase , , $500.00_ $0.00 $250.00 $750.00 $0.00 $0.00 $0.00 $750.00 0.0%
Construction Phase $2,500.00 $0.00 $1,000.00 $3,500.00 $0.00 $0.00 $0.00 $3,500.00 0.0%
Subtotal Basic Services $6,000.00 $1,000.00 $1,250.00 $8,250.00 $1,000.00 $1,500.00 $2,500.00 $5,750.00 30.3% •
Additional Services:
Permitting $2,000.00 $0.00 $0.00 $2,000.00 $500.00 $0.00 $500.00 $1,500.00 25.0%
Warranty Phase $0.00 $1,120.00 $0.00 $1,120.00 $0.00 $0.00 $0.00 $1,120.00 0.0%
Inspection $0.00 $0.00 $1,627.00 $1,627.00 $0.00 $0.00 $0.00 $1,627.00 0.0%
Platting Survey TBD TBD TBD_ TBD TBD TBD TBD TBD TBD
0& M Manuals TBD TBD TBD TBD TBD TBD TBD TBD TBD
SCADA TBD TBD TBD TBD TBD TBD TBD TBD TBD
Subtotal Additional Services $2,000.00 $1,120.00 $1,627.00 $4,747.00 $500.00 $0.00 $500.00 $4,247.00 10.5%
Summary of Fees:
Basic Services Fees $6,000.00 $1,000.00 $1,250.00 $8,250.00 $1,000.00 $1,500.00 $2,500.00 $5,750.00 30.3%
Additional Services Fees $2,000.00 $1,120.00 $1,627.00 $4,747.00 $500.00 $0.00 $500.00 $4,247.00 10.5%
Total of Fees $8,000.00 $2,120.00 $2,877.00 $12,997.00 $1,500.00 $1,500.00 $3,000.00 $9,997.00 23.1% •
•
Notes:
If needed, update this sample form based on the contract requirements.
If applicable, refer to the contract for information on what to include with time and materials(T&M).
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EXHIBIT B-1
CONFIDENTIAL RATE SHEET
Rate sheets are confidential pursuant to section 552.104 of the Texas Government
Code since release of this information would give advantage to a competitor or bidder.
In addition, section 552.110 of the TX Govt. Code protects third party commercial and
financial information if release of the information would cause the third party substantial
competitive hams. Final determination of confidentiality will be made by the Texas
Attorney General.
DOCUMENTATION OF PROVISIONAL / OVERHEAD RATES: Overhead rate
documentation has been provided to the City of Corpus Christi and was utilized in
reviewing and approving the loaded hourly rates below.
PRINCIPALS: The Consultant must provide documentation with each payment request
that clearly indicates how a Principal's time is allocated and the justification for that
allocation.
PRINCIPAL(S): HOURLY RATE TX REGISTRATION #:
($/hr)
Project Consultant:
CAD Technician:
Clerical:
Other—specify:
SUBCONSULTANT(S):
(firm)
Principal(s):
Project Consultant:
CAD Technician:
Clerical
Other— specify:
Add additional subconsultants as needed.
Exhibit B-1
Confidential Rate Sheet
Page 1 of 1
EXHIBIT C
Insurance Requirements
Pre-Design, Design and General Consulting Contracts
1.1 Consultant must not commence work under this agreement until all required
insurance 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.
1.2 Consultant must furnish to the Director of Engineering Services with the signed
agreement a copy of Certificates of Insurance (COI)with applicable policy endorsements
showing the following minimum coverage by an insurance company(s) acceptable to the
City's Risk Manager. A waiver of subrogation is required on all applicable policies.
Endorsements must be provided with COI. Project name and or number must be
listed in Description Box of COI.
TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE
30-written day notice of cancellation, Bodily Injury and Property Damage
required on all certificates or by Per occurrence - aggregate
applicable policy endorsements
PROFESSIONAL LIABILITY $1,000,000 Per Claim
(Errors and Omissions)
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.
1.3 In the event of accidents of any kind related to this agreement, Consultant must
furnish the City with copies of all reports of any accidents within 10 days of the accident.
1.4 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. Consultant is
required to provide City with renewal Certificates.
1.5 In the event of a change in insurance coverage, Consultant shall be required to
submit a copy of the replacement certificate of insurance to City at the address provided
below within 10 business days of said change. Consultant shall pay any costs resulting
Rev 04/17
Exhibit C
Page 1 of 2
. I
from said changes. All notices under this Article shall be given to City at the following
address:
City of Corpus Christi
Attn: Engineering Services
P.O. Box 9277
Corpus Christi, TX 78469-9277
1.6 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:
1.6.1 If the policy is cancelled, other than for nonpayment of premium,
notice of such cancellation will be provided at least 30 days in advance of
the cancellation effective date to the certificate holder;
1.6.2 If the policy is cancelled for nonpayment of premium, notice of such
cancellation will be provided within 10 days of the cancellation effective date
to the certificate holder.
1.7 Within five (5) calendar days of a suspension, cancellation or non-renewal of
coverage, Consultant shall notify City of such lapse in coverage and 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.
1.8 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 withhold any payment(s) if any, which
become due to Consultant hereunder until Consultant demonstrates compliance with the
requirements hereof.
1.9 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 agreement.
1.10 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 agreement.
1.11 It is understood and agreed that the insurance required is in addition to and
separate from any other obligation contained in this agreement.
2 Rev 04/17
Exhibit C
Page 2 of 2
liwZ SUPPLIER NUMBER
TO BE ASSIGNED BY CrTY
PURCHASING DIVISION
....wCITY OF CORPUS CHRISTI
Corpus
C DISCLOSURE OF INTEREST
Christi
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. `` n /
COMPANY NAME: PIok\r (AiC'3� UG ( 4 -C.
P.O.BOX:
STREET ADDRESS: 7/( NCRrple\ Ga ftp CITY: C 'n' Ck.[kt ZIP: '7 300(
FIRM IS: 1. Corporation 7 2. Partnership 8 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)
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"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
EXHIBIT "D"
Page 1 of 2
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,�_Teexas as changes occur.
Certifying Person: _Tari �. pTV Title: Ui C, /�- Pre SI de*
(Type or Print)
Signature of Certifying / Date: //2. /2.40/3
Person: .i /
DEFINITIONS
a. "Board member." A me •er 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.
EXHIBIT "D"
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