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031-21 - Heartland, LLC - ContractCITY OF PORT ORCHARD PROFESSIONAL SERVICES AGREEMENT THIS Agreement is made effective as of the 2nd day of February 2021, by and between the City of Port Orchard, a municipal corporation, organized under the laws of the State of Washington, whose address is: CITY OF PORT ORCHARD, WASHINGTON (hereinafter the "CITY") 216 Prospect Street Port Orchard, Washington 98366 Contact: Mayor Robert Putaansuu Phone: 360.876.4407 Fax: 360.895.9029 and Heartland LLC, a Washington limited liability company, doing business at: 1301 First Avenue Suite 200 Seattle, WA 9810 I Contact: Mark Goodman (hereinafter the "CONSULT ANT") Phone: 206.682.2500 for professional services in connection with the following Project: Preparation of the City of Port Orchard's Land Capacity Analysis ("LCA ") as required by phase 2 of Kitsap County's 2021 update to its Buildable Lands Report, as required by the Washington State Growth Management Act and the Department of Commerce. TERMS AND CONDITIONS 1.Services by Consultant. A.The Consultant shall perform the on-call services described in the Scope of Work attached to this Agreement as Exhibit "A." The services performed by the Consultant shall not exceed the Scope of Work without prior written authorization from the City. In performing such services, the Consultant shall at all times comply with all Federal, State, and local laws and regulations applicable to the performance of such services. The Consultant shall perform the services diligently and completely in accordance with professional standards of conduct and performance for Consultant's profession. B.The City may from time to time require changes or modifications in the Scope of Work.Such changes, including any decrease or increase in the amount of compensation, shall be agreed to by the parties and incorporated in written amendments to the Agreement. 2.Schedule of Work. A.The Consultant shall perform the services described in the Scope of Work in accordance with the tasks identified within Exhibit "A" and the terms of this Agreement. ff delays beyond the Consultant's reasonable control occur, the parties will negotiate in good faith to determine whether an extension of time and/or additional budget is appropriate. City of Port Orchard and Heartland LLC Professional Service Agreement Contracl No. XXX Rev 7/18/2019 I of 13 Contract No. 031-21 B Proceed. The Consultant is authorized to proceed with services upon receipt of a written Notice to 3.Terms. This Agreement shall commence on Eeb11;ggy.!!-202.[ ("Commencement Date") and shall terminate Apfi!-;!!lJ!l2l unless extended or terminated in writing as provided herein. The City reserves the right to offer one (1) one-year extension prior to contract expiration to retain the Consultant's services. 4, Payment. A. This Agreement does not guarantee any amount of work for the Consultant. The City shall pay the Consultant an amount based on time and materials, not to exceed Twenty-five Thousand Dollars ($25.000.00) for the services set out on Exhibit "A" hereto, based on the list of hourly billing rates and reimbursable expenses set forth in Exhibit "8", attached hereto and incorporated herein by this reference. This is the maximum amount to be paid under this Agreement for the work described in this Agreement and shall not be exceeded without the prior written authorization of the City in the form of a negotiated and executed supplemental agreement. B. The Consultant shall maintain time and expense records and provide them to the City rnonthly after services have been performed, along with monthly invoices in a format acceptable to the City for work performed to the date of the invoice. C. All invoices shall be paid by City warrant within thirty (30) days of receipt of a proper invoice. If the City objects to all or any portion of any invoice, it shall so notify the Consultant of the same within fifteen (15) days from the date of receipt and shall pay that portion of the invoice not in dispute, and the parties shall imrnediately make every effort to settle the disputed portion. D. The Consultant shall keep cost records and accounts pertaining to this Agreement available for inspection by City representatives for three (3) years after final payment unless a longer period is required by a third-party agreement. Copies shall be made available on request. E. On the effective date of this Agreement (or shortly thereafter), the Consultant shall comply with all federal and state laws applicable to independent contractors, including, but not limited to, the lnaintenance of a separate set of books and records that reflect all items of income and expenses of the Consultant's business, pursuant to Revised Code of Washington (RCW) 5l .08.195, as required by law, to show that the services performed by the Consultant under this Agreement shall not give rise to an employer- employee relationship between the parlies, which is subject to Title 51 RCW, Industrial lnsurance. F. If the services rendered do not meet the requirements of the Agreement, the Consultant will correct or modify the work to comply with the Agreement. The City may withhold payment for such work until the work meets the requirements of the Agreement. 5. Discrimination and Compliance with Laws A. The Consultant agrees not to discriminate against any employee or applicant for employment or any other person in the performance of this Agreement because of race, creed, color, national origin, marital status, sex, age, disability, or other circumstance prohibited by federal, state, or local law or ordinance, except for a bona fide occupational qualification. City of Port Orchard and Heartland LLC Professional Service Agreement Contract No. XXX Rev 7/l 8/201 9 2of13 B. Even though the Consultant is an independent contractor with the authority to control and direct the performance and details of the work authorized under this Agreement, the work must meet the approval of the City and shall be subject to the City's general right of inspection to secure the satisfactory completion thereof. The Consultant agrees to cornply with all federal, state and rnunicipal laws, rules and regulations that are now effective or become applicable within the term(s) of this Agreement to the Consultant's business, equipment and personnel engaged in operations covered by this Agreement or accruing out ofthe performance ofsuch operations. C. The Consultant shall obtain a City of Port Orchard business license prior to commencing work pursuant to a written Notice to Proceed. D. Violation of this Paragraph 6 shall be a material breach of this Agreement and grounds for cancellation, termination, or suspension of the Agreement by the City, in whole or in part, and may result in ineligibility for further work for the City. 6. Relationship of Parties. The parties intend that an independent contractor-client relationship will be created by this Agreement. As the Consultant is customarily engaged in an independently established trade which encornpasses the specific service provided to the City hereunder, no agent, employee, representative or sub-consultant of the Consultant shall be or shall be deemed to be the employee, agent, representative or sub-consultant of the City. In the performance of the work, the Consultant is an independent contractor with the ability to control and direct the performance and details of the work, the City being interested only in the results obtained under this Agreement. None of the benefits provided by the City to its ernployees, including but not limited to compensation, insurance, and unemployment insurance, are available from the City to the employees, agents, representatives or sub-consultants of the Consultant. The Consultant will be solely and entirely responsible for its acts and for the acts of its agents, employees, representatives and sub-consultants during the performance of this Agreement. The City rnay, during the term of this Agreement, engage other independent contractors to perform the same or similar work that the Consultant performs hereunder. 7. Suspension and Termination of Agreement A. Termination without cause. This Agreement may be terminated by the CiIy at any time for public convenience, for the Consultant's insolvency or bankruptcy, or the Consultant's assignment for the benefit ofcreditors. B. Termination with cause. This Agreement may be terminated upon the default of the Consultant and the failure of the Consultant to cure such default within a reasonable time after receiving written notice of the default. C. Riehts Upon Termination. I . With or Without Cause. Upon termination for any reason, all finished or unfinished documents, reports, or other material or work of the Consultant pursuant to this Agreement shall be submified to the City, and the Consultant shall be entitled to just and equitable compensation for any satisfactory work completed prior to the date of termination, not to exceed the total compensation set forth herein. The Consultant shall not be entitled to any reallocation of cost, profit or overhead. The Consultant shall not in any event be entitled to anticipated profit on work not perforrned because of such termination. The Consultant shall use its best efforts to minimize the compensation payable under this Agreement in the event of such termination. Upon termination, the City may take over the work and prosecute the same to completion, by contract or otherwise. City of Port Orchard and Heartland LLC Professional Service Agreement Contract No. XXX Rev 7/l 8/20 I 9 3 of l3 2. Default. If the Agreement is terminated for default, the Consultant shall not be entitled to receive any further payments under the Agreement until all work called for has been fully performed. Any extra cost or damage to the City resulting from such default(s) shall be deducted from any money due or coming due to the Consultant. The Consultant shall bear any extra expenses incurred by the City in completing the work, including all increased costs for completing the work, and all damage sustained, or which may be sustained, by the City by reason of such default. D. Suspension. The City may suspend this Agreement, at its sole discretion. Any reimbursement for expenses incurred due to the suspension shall be limited to the Consultant's reasonable expenses, and shall be subject to verification. The Consultant shall resume perfonnance ofservices under this Agreement without delay when the suspension period ends. E. Notice of Termination or Suspension. If delivered to the Consultant in person, termination shall be effective immediately upon the Consultant's receipt of the City's written notice or such date as stated in the City's notice of termination, whichever is later. Notice of suspension shall be given to the Consultant in writing upon one week's advance notice to the Consultant. Such notice shall indicate the anticipated period of suspension. Notice may also be delivered to the Consultant at the address set forth in Section l5 herein. 8. Standard of Care. The Consultant represents and warrants that it has the requisite training, skill and experience necessary to provide the services under this Agreement and is appropriately accreditedand licensed by all applicable agencies and governmental entities. Services provided by the Consultant under this Agreement will be performed in a manner consistent with that degree of care and skill ordinarily exercised by members of the same profession currently practicing in similar circumstances. 9. Ownership of Work Product. A. All data, materials, reports, rnemoranda, and other documents developed under this Agreement whether finished or not shall become the property of the City, shall be forwarded to the City at its request and may be used by the City as it sees fit. Upon termination of this Agreement pursuant to paragraph 8 above, all finished or unfinished docurnents, reports, or other material or work of the Consultant pursuant to this Agreement shall be submitted to the City. Any reuse or modification of such documents, reports or other material or work of the Consultant for purposes other than those intended by the Consultant in its scope of services under this Agreement shall be at the City's risk. B. All wriften infonnation submitted by the City to the Consultant in connection with the services performed by the Consultant under this Agreement will be safeguarded by the Consultant to at least the sarne extent as the Consultant safeguards like infonnation relating to its own business. If such information is publicly available or is already in the Consultant's possession or known to it, or is rightfully obtained by the Consultant from third parties, the Consultant shall bear no responsibility for its disclosure, inadvertent or otherwise. The Consultant is permitted to disclose any such information only to the extent required by law, subpoena or other court order. 10. Work Performed at the Consultant's Risk. The Consultant shall take all precautions necessary and shall be responsible for the safety of its employees, agents and sub-consultants in the performance of the work hereunder, and shall utilize all protection necessary for that purpose. All work shall be done at the Consultant's own risk, and the Consultant shall be responsible for any loss of or damage to materials, tools, or other articles used or held by the Consultant for use in connection with the work. City of Port Orchard and Heartland LLC Professional Service Agreement Contract No. XXX Rev 7/l 8/201 9 4 of l3 11. Indemnification. The Consultant shall defend, indernnify and hold the City, its officers, officials, employees, agents and volunteers harmless from any and all claims, injuries, damages, losses or suits, including all legal costs and attorneys' fees, to the extent caused by and arising out ofor resulting from the acts, errors or omissions of the Consultant in performance of this Agreement, except for injuries or damages caused by the sole negligence of the City. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Consultant and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability hereunder shall be only to the extent of the Consultant's negligence. The provisions of this section shall survive the expiration or termination of this Agreement. IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 5I RCW, SOLELY FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER. 12. lnsurance. The Consultant shall procure and maintain for the duration of this Agreement, insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. A. Minimum Scope of Insurance Consultant shall obtain insurance of the types described below: Autornobile Liability insurance covering all owned, non-owned, hired and leased vehicles. Coverage shall be written on Insurance Services Office (lSO) form CA 00 01 or a substitute form providing equivalent liability coverage. If necessary, the policy shall be endorsed to provide contractual liability coverage per current policy 2. Comrnercial General Liability insurance shall be written on ISO occuffence form CG 00 0l or a substitute form providing equivalent liability coverage and shall cover Iiability arising from premises, operations, independent contractors and personal injury and advertising injury. The City shall be named by endorsement as an additional insured under the Consultant's Commercial General Liability insurance policy with respect to the work performed for the City. 3. Workers' Compensation coverage as required by the Industrial Insurance laws of the State of Washington. 4. Professional Liability insurance appropriate to the Consultant's profession. B. Minimum Amounts of lnsurance Consultant shall maintain the following insurance limits: City of Port Orchard and Heartland LLC Professional Service Agreement Contract No. XXX Rev 7/1812019 5 of 13 l. Automobile Liability insurance with a minimum combined single limit for bodily injury and property damage of $ 1,000,000 per accident. 2. Commercial General Liability insurance shall be written with limits no less than $ 1,000,000 each occurrence, $2,000,000 general aggregate. 3. Workers' Compensation Employer's Liability each accident $1,000,000, Employer's Liability Disease each employee $1,000,000, and Employer's Liability Disease - Policy Limit $1,000,000. 4. Professional Liability insurance shall be written with limits no less than $1,000,000 per claim and $1,000,000 policy aggregate limit. C. Other Insurance Provisions The insurance policies are to contain, or be endorsed to contain, the following provisions for Automobile Liability, Professional Liability, and Commercial General Liability insurance: The Consultant's insurance coverage shall be primary insurance as respect the City. Any insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Consultant's insurance and shall not contribute with it. This provision will not apply to Professional Liability. 2. The Consultant shall provide the City with written notice of any policy cancellation, within two business days of their receipt of such notice. 3. The City will not waive its right to subrogation against the Consultant. The Consultant's insurance shall be endorsed acknowledging that the City will not waive their right to subrogation. The Consultant's insurance shall be endorsed to waive the right ofsubrogation against the City, or any self-insurance, or insurance pool coverage maintained by the City. This provision will not apply to Professional Liability. 4. If any coverage is written on a "clairns made" basis, then a minimum of a three (3) year extended reporting period shall be included with the clairns made policy, and proof of this extended reporting period provided to the City. D. Acceptability of Insurers Insurance is to be placed with insurers with a current A.M. Best rating of not less than A:VII. E. Verification of Coverage The Consultant shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Consultant before commencement of the work. 13. Assigning or Subcontracting. The Consultant shall not assign, transfer, subcontract or encumber any rights, duties, or interests accruing from this Agreement without the express prior written consent of the City, which consent may be withheld in the sole discretion of the City. City of Port Orchard and Heartland LLC Professional Service Agreement Contract No. XXX F.ev 7/18/2019 6 of l3 14. Notice. Any notices required to be given by the City to the Consultant or by the Consultant to the City shall be in writing and delivered to the parties at the following addresses: CONSULTANT Mark Goodman l30l First Avenue Suite 200 Seattle, WA 98101 Plrone: 360.876.4407 Fax: 360.895.9029 Phone: 206.682.2500 15. Resolution of Disputes and Governing Law. A. Should any dispute, misunderstanding or conflict arise as to the terms and conditions contained in this Agreement, the maller shall first be referred to the Mayor, who shall determine the term or provision's true intent or meaning. The Mayor shall also decide all questions which may arise between the parties relative to the actual services provided or to the sufficiency ofthe performance hereunder. B. lf any dispute arises between the City and the Consultant under any of the provisions of this Agreernent which cannot be resolved by the Mayor's determination in a reasonable time, or if the Consultant does not agree with the Mayor's decision on a disputed matter, jurisdiction of any resulting litigation shall be filed in Kitsap County Superior Court, Kitsap County, Washington. C. This Agreernent shall be governed by and construed in accordance with the laws of the State of Washington. In any suit or action instituted to enforce any right granted in this Agreement, the substantially prevailing party shall be entitled to recover its costs, disbursements, and reasonable attorneys' fees from the other party. 16. General Provisions. A. Non-waiver of Breach. The failure of either party to insist upon strict performance of any of the covenants and agreements contained herein, or to exercise any option herein contained in one or more instances, shall not be construed to be a waiver or relinquishment of said covenants, agreements, or options, and the same shall be in full force and effect. B. Modification. No waiver, alteration, modification of any of the provisions of this Agreement shall be binding unless in writing and signed by a duly authorized representative ofthe City and the Consultant. C. Severability. The provisions of this Agreement are declared to be severable. If any provision of this Agreement is for any reason held by a court of competent jurisdiction to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect the validity or constitutionality of any other provision. D. Entire Agreement. The written provisions of this Agreement, together with any Exhibits attached hereto, shall supersede all prior verbal statements ofany officer or other representative ofthe City, and such statements shall not be effective or be construed as entering into or forming a part of or altering in any manner whatsoever, the Agreement or the Agreement documents. The entire agreement between the parties with respect to the subject matter hereunder is contained in this Agreement and the Exhibits City of Port Orchard and Heartland LLC Professional Service Agreetnent Contract No. XXX Rev 7/18/2019 Robert Putaansuu Mayor 216 Prospect Street Port Orchard, WA 98366 7 of13 attached hereto, which rnay or may not have been dated prior to the execution of this Agreement. All of the above documents are hereby made a part of this Agreement and form the Agreement document as fully as if the same were set forth herein. Should any language in any of the Exhibits to this Agreement conflict with any language contained in this Agreernent, then this Agreement shall prevail. 17. Title VI The City of Port Orchard, in accordance with Title VI of the Civil Rights Act of 1964,78 Stat.252, 42 U.S.C. 2000d to 2000d-4 and Title 49, Code of Federal Regulations, Department of Transportation subtitle A, Office of the Secretary,Part 21, nondiscrimination in federally assisted programs of the Department of Transportation issued pursuant to such Act, must affinnatively insure that its contracts comply with these regulations. Therefore, during the perfonnance of this Agreement, the Consultant, for itself, its assignees, and successors in interest agrees as follows: Compliance with Regulations: The Consultant will comply with the Acts and the Regulations relative to Nondiscrimination in Federally-assisted programs of the U.S. Department of Transportation, Federal Highway Adrninistration (FHWA), as they may be amended from time to tirne, which are herein incorporated by reference and made a part of this Agreement. 2. Nondiscrimination: The Consultant, with regard to the work performed by it during this Agreement, will not discriminate on the grounds of race, color, national origin, sex, age, disability, income-level, or LEP in the selection and retention of subcontractors, including procurements of materials and leases of equipment. The Consultant will not participate directly or indirectly in the discrirnination prohibited by the Acts and the Regulations as set forth in Appendix A, attached hereto and incorporated herein by this reference, including employment practices when this Agreement covers any activity, project, or program set forth in Appendix B of 49 C.F.R. part2l. 3. Solicitations for Subcontracts, lncluding Procurements of Materials and Equipment: In all solicitations, either by competitive bidding, or negotiation made by the Consultant for work to be performed under a subcontract, including procurernents of materials, or leases of equipment, each potential subcontractor or supplier will be notified by the Consultant ofthe Consultant's obligations under this Agreement and the Acts and the Regulations relative to Non-discrimination on the grounds of race, color, national origin, sex, age, disability, income-level, orLEP. 4. Information and Reports: The Consultant will provide all information and reports required by the Acts, the Regulations and directives issued pursuant thereto and will permit access to its books, records, accounts, other sources of information, and its facilities as may be determined by the City or the FHWA to be pertinent to ascertain compliance with such Acts, Regulations, and instructions. Where any infonnation required of the Consultant is in the exclusive possession of another who fails or refuses to furnish the information, the Consultant will so certify to the City or the FHWA, as appropriate, and will set forth what efforts it has made to obtain the information. 5. Sanctions for Noncompliance: In the event of the Consultant's noncompliance with the Non- discrimination provisions of this Agreement, the City will impose such contract sanctions as it or the FHWA may determine to be appropriate, including, but not lirnited to: City of Port Orchord ond Heartland LLC Professional Service Agreemetrt Contract No. XXX Rev 7118/2019 8 of l3 6. l. withholding payments to the consultant under tlte Agrcement until the contractof complies; and/or 2. cancelling, terminating, or suspending the Agreentent, in whole or in part' Incorporation ofProvisions:The Consultant will include the provisions ofparagraphs one through six in every subcontract, including procurements of materials and leases of oquipmerrt, unless exempt by ihe Acts, the Regulatiois'and directivcs issned pursuant thereto. f!1 lonsqltlnt will take action with respect to any subcontract or procut'etnent as the City or the FIIWA may direct as a means of enforcing such pr.ovisions including sanctions fot'noncompliance. Provided, that if the consr.rltant becomeJ involved in, or is thleatened with litigation by a subcont ractofn or supplier because olsuch direction , the Consultant may request the City t<l enter into any litigation to protect the interests of the City. In addition, the Consultant may request the United States to enter into the litigation to protect the interests ofthe United States' IN WITNESS WHEREOF, the pattics have executed this Agreernent on the day and year set forth CII'Y OF PORT ORCHARD, WASHING TON CONSULTANT above | /10/./ alilrr t ri.r : if Li) li, ;'!r;l I Ll-l P:ji) By Mayor Narne: Chlis Fioli Title; Pritrcipal & Project Directot'oR 4 s. SEAL A v: , City Clerk APPROVED AS TO FORM By: APPENDIX A During the performance of this Agreement, the Consultant, for itself; its assignees, and successors in interest agrees to cornply with the following non-discrirnination statutes and authorities; including but not limited to: Pertinent Non-Discrimination Authorities: a a o o a o a a a Title vl of the civil Rights Act of 1964 (42 U .S.C. $ 2000d et seq., 7g stat. 252), (prohibits discrimination on the basis of race, color, national origin); and 49 C.F.R. Part2l . The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 19'10,(42 U.S.C. $ 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because ofFederal or Federal-aid programs and projects); Federal-Aid Highway Act of 1973, (23 U.S.C. $ 324 et seq.), (prohibits discrirnination onthe basis ofsex); Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. g 794 et seq.), as amended, (prohibits discrirnination on the basis of disability); and 49 C.F.R. Part27; Tlie Age Discrirnination Act of 1975, as arnended, (42 U .S.C. g 6101 et seq.), (prohibits discrirnination on the basis of age); Airport and Airway Improvement Act of 1982, (49 usc$ 471 , Section 4 7123), as amended, (prohibits discrimination based on race, creed, color, national origin, or sex); The Civil Rights Restoration Act of 1987, (PL I 00-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964,The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973,by expanding tlre definition of the terms "programs or activities" to include all of the programs or activities of the Federal-aid recipients, sub- recipients and contractors, whether such programs or activities are Federally funded or not); Titles II and III of the Americans with Disabilities Act, which prohibit discrimination on thebasis of disability in the operation of public entities, pr,rblic and private transportation systems, places of public accommodation, and certain testing entities (42 U.S.C. $$ l2l3l-12189) as implernented by Department of Transportation regulations at 49 C.P.R. parts 37 and 38; Tlie Federal Aviation Adrninistration's Non-discrimination statute (49 U.S.C. 5 47123) (prohibits discrirnination on the basis of race, color, national origin, and sex); Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Popr,rlations and Low-lncome Populations, which ensures discrimination against rninority populations by discouraging programs, policies, and activities with dispropoflionately high and adverse human health or environrnental effects on minority and low-income populations; Executive Order 13 166, hnproving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includesdiscrimination because of lirnited English proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to -ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100); Title IX of the Education Amendlnents of 1972,as amended, which prohibits you from discrirninating because of sex in education programs or activities (20 U.S.C. 1681 etseq). o a City of Port Orchard and The Watershed Company Professional Service Agreenrent Contract No. XXX Rev 7/18/2019 l0 of l4 EXHIBIT A Scope of Work Land Capacity Analysis PROPOSED SCOPE OF WORK Heartland willassist the City of Port Orchard ("the City") in developing its Land Capacity Analysis ("LCA")as part of phase two of Kitsap County's Buildable Lands Report ("BLR") update process, as required by the Washington State Growth Management Act and the Department of Commerce. Kitsap County ("the County") has provided a specific set of steps each city will undertake to produce the LCAfor both residential and commercial/industrial use. This scope of work outlines the tasks and clarifies the role Heartland will fillto assist the City in producing the LCA. Task 1: Virtual Kick-off, Ongoing Meetings and Project Support o Kick-off meeting: a virtual meeting with the City to review method, data sources and project schedule r lnterim check-ins: up to three interim virtual check-in meetings to review draft data, analysis and resu lts o County-led meetings: virtual participation in County led LCA meetings as needed . Additional Meetings: informal check-ins with the client as required are always welcome. Task 2: Assist the City of Port Orchard in Producing their ICA ln this task, Heartland will work closely with the City, the County, and the County's consulting team to support the development of the of the LCA. The following steps will serve as subtasks and will identify how Heartland will support this effort. This scope reflects the anticipated County methodology as outlined by the County and its Consulting Team. Step 1 Heartland will conduct a review of County LCA requirements and the data sources required to support the residential and commercial aspects of this analysis. Collection of initial datasets supplied by the City and County. a Step 2 Heartland will lead the following tasks as part of the LCAforthe City of Port Orchard with the City serving in a support role. All of the subtasks below will be conducted per the guidance and methodologies provided by the County unless alternative methods are deemed necessary or appropriate by the City. City of Port Orchard and The l4tatershed Company Professional Service Agreement Conlract No. XXX Rev 7l18/2019 ll of14 o ldentification and definition of vacant and underutilized parcelsfor both the residential and commercial components of the LCA. o Determination of underutilized lands likely to redevelop over the next 20-years. o Account for the unavailable lands due to a market constraint (Market Factor). o Determine land capacity in net available acres for each zone for both residential and commercialcapacity. . Apply average household size and average employment densities to establish population and employment capacities. Step 3 Heartland will support the City in the following tasks for both the Residential and Commercial LCA: Permit/Pipeline Data: Heartland will rely on City supplied development pipeline and permit data to develop a pipeline data set. The data set will be incorporated into the LCA analysis per the guidance provided by the County. lnfrastructure Gap analysis: this includes transportation, water, sewer, and stormwater infrastructure. Heartland will support the City to provide a reasonable and targeted deduction for gaps in infrastructure that reduce development capacity in accordance with the County's methodology. Heartland will rely on the City to identify unserved areas and system capacity through understanding current capacity restraints and future planned infrastructure improvements over the study period. Critical Area Deductions: Heartland will rely on guidance and data from the City and County in support of accurate critical area deductions in the LCA. Roads/Right of Way Needs: Heartland will support incorporating deductions for future roads/right of way based on City's guidance and the City's "look back" review (phase one). Public Facilities Needs: Heartland will support incorporating deductions for public facilities needs upon input from the City. Achieved Density: using the City's "look-back" review (phase one) and data findings, Heartland will provide support in calculating achieved density by zone to arrive at capacity by zone to apply in the LCA. Step 4 Heartland will compile results of the LCA into a database and incorporate into the County provided templates as available for inclusion in the County's Buildable Lands Report. Heartland will provide supporting documentation as required per the County's LCA guidance. COMPENSATION AND TIMELI N E Fee: Heartland will provide services on an hourly time and materials fee basis, invoiced monthly, not to exceed SZS,OOO without prior written consent from the client. Timeline for Tasks 1 & 2: The land capacity analysis is expected to take place from January 202Lthru March 2021. C ity of Port Orchard and The l4tatershed Company Professional Service Agreement Contract No. XXX Rev 7/18/2019 a a a a a a 12 of 14 TEAM Heartland's team for this project will be overseen by Mark Goodman, Senior Project Manager, and will be led byTyson Heriot, Associate Project Manager, as well as other Heartland Staff as necessaryto complete the scope of work. City of Port Orchard and The llatershed Company Professional Semice Agreemenl Contract No. XXX Rev 7ll8/2019 13 of l4 I]EARTLAND EXHIBIT B: FEE SHEET HEARTLAND CONSUI.TIN6 FEES AND REIMBURSTMENT SCHTDUU FJtdcttueJanwty 1, 2027 IOUnLY BlLUilG R ltsl JamBs Relnherdsen 5470 lohn shaw $410 MaltAndcrson 5350 Chrlr tlorl $285 DouS Lason $285 o€va tlasron 5285 DevklArmlta8e S270 Erlca Bucklev 5250 Lee Strrar 3235 Markcoodmon $235 granson Brlnton $235 Lrnzl Li $?15 g€n wharton $2:t5 Even Schnelder 3200 Tl6on Herlot $175 ,enny Scor€ $165 Grodrate lntern $90 Ressarch asslelenvcraphlc Aslrr.nt S50 (No2e:atue.dl ofr@ wdheod and aaanl ddtcolwwkot.lnaotpfidl.dln th*ehourlv mt6, RflMBUnSABl.t COSTST Copleg-color 11 r17 copBs - color &1/2 x lx CopL3 of largc formrt orlginrlr - 0ll typc! Mlksse Parllng and tolls Porlage and dellvery Out,ol.ho0!e productions Larg! formrt grints MounhnB on ptesentatron board Trilcl - 6idrr€, er rental, lodElngand mcals 9x,50 each S.75 oa€h Co3t 9'56lmlle Cost Cost Cost S8.50/st $3. rslsf Cosl plus 21, frAr$ AnESUE|ECT rO ,/'NUAL tflciil'€S 5 City of Port Orchard and The Watershed Company Professional Service Agreement Contract No. XXX Rev 7ll8/2019 14 of 14 Heartland LCA Contract 1-12-2020 Htland 020221 Final Audit Report 2021-02-03 "Heartland LCA Contract 1-12-2020 Htland_020221" History fi Document created by Carrie Christensen (cchristensen@htland.com) 202'l-02-03 - 6:30:30 PM GMT- lP address: 73.109.31.99 f,1 Document emailed to Chris Fiori (cfiori@htland.com) for signature 2021-02-03 - 6:31:07 PM GMT f, Emailviewed by Chris Fiori (cfiori@htland.com) 2O21-O2-O3 - 7:06:38 PM GMT- lP address: 104.47.57.254 dls Document e-signed by Chris Fiori (cfiori@htland.com) Signature Dale'.2021-02-03 - 7:27:45 PM GMT - Time Source: server- lP address: 65.'t 53.1S0,130 O Agreement completed. 2021-02-03 - 7:27:45 PM GMT Created: By: Status: Transaction lD: 2021-02-03 Carrie Christensen (cchristensen@htland.com) Signed CBJCH BCAABAAWOUdFXYESbdE_t2G5n9HqRqEp5NmF 1 du S naoue sign