Lidgard & Associates / Appraisals 17taalida,
GEM of the DESERT
CITY OF LA QUINTA
SHORT -FORM SERVICES AGREEMENT
($25,000 OR LESS)
1. PARTIES AND DATE. This Agreement is made and entered into this 25th day of May, 2017,
("Effective Date") by and between the City of La Quinta, a Municipal Corporation and Charter City
organized under the Constitution and laws of the State of California with its principal place of business
at 78-495 Calle Tampico, La Quinta, CA ("City") and Lidgard and Associates, Inc., a Real Estate
Appraisal Firm with its principal place of business at 2592 North Santiago Boulevard, Orange, CA
92867-1862 ("Vendor"). City and Vendor are sometimes individually referred to as "Party" and
collectively as "Parties" in this Agreernent.
2. TERMS AND CONDITIONS. The Parties shall comply with the terms and conditions in the attached
Exhibit "A".
3. SCOPE AND SCHEDULE OF SERVICES. Vendor shall provide to City the services pursuant to the date(s)
and schedule(s) described in accordance with the schedule set forth in Exhibit "B".
4. TERM. The term of this Agreement shall be from May 25, 2017 to June 30, 2017, unless earlier
terminated as set forth in the attached Terms and Conditions. This Agreement may not extend beyond
a period of five (5) years, unless under the City's Fiscal Policies and Procedures this Agreement is
exempt from the five (5) year limitation.
5. COMPENSATION. Vendor shall receive compensation for services rendered under this Agreement
at the rates and schedule set forth in the attached Exhibit "C" but in no event shall Vendor's
compensation exceed Two Thousand Eight Hundred Fifty Dollars ($2,850) per fiscal year (July 1 to
June 30) without written amendment.
6. FORCE MAJEURE. The time period specified for performance of the services rendered pursuant to
this Agreement shall be extended because of any delays due to unforeseeable causes beyond the
control and without the fault or negligence of Vendor including, but not restricted to, acts of God or of
the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight
embargoes, acts of any governmental agency other than City, and unusually severe weather, if Vendor
shall within ten (10) days of the commencement of such delay notify the City in writing of the causes
of the delay. The City shall ascertain the facts and the extent of delay, and extend the time for
performing the Services for the period of the forced delay when and if in their judgment such delay is
justified, and the City's determination shall be final and conclusive upon the parties to this Agreement.
Extensions to time periods for performance of services, which are determined by the City to be justified
pursuant to this Section, shall not entitle the Vendor to additional compensation unless City expressly
agrees to an increase in writing.
1
7. INSURANCE. In accordance with Section 4 of Exhibit "A", Vendor shall, at its expense, procure
and maintain for the duration of the Agreement such insurance policies as checked below and provide
proof of such insurance policies to the City. Vendor shall obtain policy endorsements on Commercial
General Liability Insurance that name Additional Insureds as follows: The City of La Quinta, its
officers, officials, employees and agents.
Commercial General Liability Insurance:
® $1,000,000 per occurrence/$2,000,000 aggregate OR
❑ $2,000,000 per occurrence/$4,000,000 aggregate.
Automobile Liability:
® $1,000,000 combined single limit for bodily injury and property damage.
Workers' Compensation:
® Statutory Limits / Employer's Liability $1,000,000 per accident or disease.
Professional Liability (Errors and Omissions):
® Errors and Omissions liability insurance with a limit of not less than $1,000,000 per
claim.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the
day and year first above written.
CITY OF LA QUINTA
B
-1-471
VILLALPANDO
BUSINESS ANALYST
Required for over $5,000:
By: NIA
FRANK J SPEVACEK
City Manager
2
Lidgard and Associates
VENDOR NAME
By: Scott A. Lidaar+,
Certified Gene • 'eal Estate Appraiser
OWNER/OFFICER NAME
OWNER/OFFICER TITLE
By:
OWNER/OFFICER NAME
OWNER/OFFICER TITLE
EXHIBIT "A"
TERMS AND CONDITIONS
1. Compensation. Vendor shall be paid on a time
and materials or lump sum basis, as may be set forth
in Exhibit "C", within 30 days of completion of the
Work and approval by the City.
2. Compliance with Law. Vendor shall comply with
all applicable laws and regulations of the federal,
state and local government. Vendor shall assist the
City, as requested, in obtaining and maintaining all
permits required of Vendor by Federal, State and
local regulatory agencies. Vendor is responsible for
all costs of clean up and/or removal of hazardous
and toxic substances spilled as a result of his or her
Work.
3. Standard of Care. The Vendor shall perform the
Work in accordance with generally accepted
professional practices and principles and in a
manner consistent with the level of care and skill
ordinarily exercised by members of the profession
practicing under similar conditions.
4. Insurance. The Vendor shall take out and
maintain, during the performance of all work under
this Agreement: A. Commercial General Liability
Insurance in the amounts specified in Section 6 of
the Agreement for bodily injury, personal injury and
property damage, at least as broad as Insurance
Services Office Commercial General Liability
coverage (Occurrence Form CG 0001), and if no
amount is selected in Section 6 of the Agreement,
the amounts shall be $1,000,000 per
occurrence/$2,000,000 aggregate; B. Automobile
Liability Insurance for bodily injury and property
damage including coverage for owned, non -owned
and hired vehicles, of at least $1,000,000 per
accident for bodily injury and property damage, at
least as broad as Insurance Services Office Form
Number CA 0001 (ed. 6/92) covering automobile
liability, Code 1 (any auto); C. Workers'
Compensation in compliance with applicable
statutory requirements and Employer's Liability
Coverage of at least $1,000,000 per accident or
disease. Vendor shall also submit to City a waiver of
subrogation endorsement in favor of city, and D.
Professional Liability (Errors and Omissions)
coverage, if checked in section 6 of the Agreement,
with a limit not less than $1,000,000 per claim and
which shall be endorsed to include contractual
liability. Insurance carriers shall be authorized by
the Department of Insurance, State of California, to
do business in California and maintain an agent for
process within the state. Such insurance carrier shall
have not less than an "A"; "Class VII" according to
26529,00000\9101737 2 A-1
the latest Best Key Rating unless otherwise approved
by the City.
5. Indemnification. The Vendor shall indemnify and
hold harmless the City, its Council, members of the
Council, agents and employees of the City, against
any and all claims, liabilities, expenses or damages,
including responsible attorneys' fees, for injury or
death of any person, or damage to property, or
interference with use of property, or any claim of the
Vendor or subcontractor for wages or benefits which
arise in connection with the performance of this
Agreement, except to the extent caused or resulting
from the active negligence or willful misconduct of
the City, its Council, members of the Council, agents
and employees of the City. The foregoing indemnity
includes, but is not limited to, the cost of prosecuting
or defending such action with legal counsel
acceptable to the City and the City's attorneys' fees
incurred in such an action.
6. Laws and Venue. This Agreement shall be
interpreted in accordance with the laws of the State
of California. If any action is brought to interpret or
enforce any term of this Agreement, the action shall
be brought in a state or federal court situated in the
County of Riverside, State of California.
7. Termination. The City may terminate the services
procured under this Agreement by giving 10 calendar
days written notice to Vendor. In such event, the
City shall be immediately given title and possession
to any original field notes, drawings and
specifications, written reports and other documents
produced or developed for the services. The City
shall pay Vendor the reasonable value of services
completed prior to termination. The City shall not be
liable for any costs other than the charges or
portions thereof which are specified herein. Vendor
shall not be entitled to payment for unperformed
services, and shall not be entitled to damages or
compensation for termination of work. Vendor may
terminate its obligation to provide services under this
Agreement upon 30 calendar days' written notice to
the City only in the event of City's failure to perform
in accordance with the terms of this Agreement
through no fault of Vendor.
8. Agreement Terms. Nothing herein shall be
construed to give any rights or benefits to anyone
other than the City and the Vendor. The
unenforceability, invalidity or illegality of any
provision(s) of this Agreement shall not render the
other provisions unenforceable, invalid or illegal.
Notice may be given or delivered by depositing the
same in any United States Post Office, certified mail,
return receipt requested, postage prepaid, addressed
to the parties to the addresses set forth in the
Agreement. Vendor shall not assign, sublet, or
transfer this Agreement or any rights under or
interest in this Agreement without the written
consent of the City, which may be withheld for any
reason. Vendor is retained as an independent
contractor and is not an employee of the City. No
employee or agent of Vendor shall become an
employee of the City. The individuals signing this
26529.00000\9101737 2 A-2
Agreement represent that they have the authority to
sign on behalf of the parties and bind the parties to
this Agreement. This is an integrated Agreement
representing the entire understanding of the parties
as to those matters contained herein, and
supersedes and cancels any prior oral or written
understanding or representations with respect to
matters covered hereunder. This Agreement may
not be modified or altered except in writing signed
by both parties hereto.
EXHIBIT "B"
SCOPE AND SCHEDULE OF SERVICES
B-1
May 24, 2017
Gilbert Villalpando
Business Analyst
City of La Quinta
78495 Calle Tampico
La Quinta, California 92253
Subject Land Value Study
City -Owned Property
APN: 660-020-053
La Quinta, California
Dear Mr. Villalpando:
2592 North Santiago Boulevard
Orange, California 92867-1862
(714) 633-8441 or (562) 988-2926
scott@lidgardinc.corn
I appreciate the opportunity of submitting this proposal for professional real estate
appraisal services pertaining to the above -referenced property.
The scope of our services will include (1) an on-site field inspection of the subject
property from the adjacent right-of-way, (2) a review of public records, particularly
with respect to the underlying zone and general plan land use designation as they
relate to future developability of the site, (3) the research and collection of
comparable market data in the immediate and general subject market area, (4) a
valuation employing applicable methodology based on an analysis of the
comparable market data, and (6) preparation of a formal narrative appraisal report
in summation of the activities outlined above.
The purpose of the appraisal study is the estimation of market value of the
unencumbered fee simple interest in the subject underlying land parcel based on
its highest and best use. Market value, as defined in Title XI of the Financial
Institutions Reform, Recovery and Enforcement Act of 1989 (FIRREA), is defined as
follows:
"The most probable price which a property should bring in a
competitive and open market under all conditions requisite to a fair ,
sale, the buyer and seller each acting prudently and knowledgeably,
and assuming the price is not affected by undue stimulus. Implicit in
this definition is the consummation of a sale as of a specified date and
the passing of title from seller to buyer under conditions whereby.
LIDGARD AND ASSOCIATES Real Estate Appraisal and Consultation
INCORPORATED
Gilbert Villalpando
Business Analyst
City of La Quinta
May 24, 2017
Page 2
1. Buyer and seller are typically motivated,.
2 Both parties are well informed or well advised, and acting in what
they consider their own best interests;
3. A reasonable time is allowed for exposure in the open market,
4. Payment is made in terms of cash in U.S. dollars or in terms of
financial arrangements comparable thereto; and
5. The price represents the normal consideration for the property
sold unaffected by special or creative financing or sales
concessions granted by anyone associated with the sale."
The intended use of the report is to assist the City of La Quinta in potential sale
negotiations with a private developer. Intended users are City officials and
consultants thereof for the explicit purpose and intent indicated above. The report
is not intended to be delivered to, or relied upon by, third parties.
The appraisal report will comply with reporting requirements set forth in the
Uniform Standards of Professional Appraisal Practice (USPAP), under Standard
Rule 2-2(a). The report will contain a moderate level of detail with respect to the
market data, appraisal methodology, and reasoning supporting the analysis,
opinions, and conclusions. It will contain sufficient information for the purpose,
intent, client, and intended users for which it is written.
Based on the amount of time estimated to complete the appraisal study, and
formal narrative appraisal report, the fee for our services will be in the total amount
of $2,850, payable upon delivery of the appraisal report. The appraisal report can
be delivered electronically in PDF format via email within approximately three to four
weeks following receipt of your authorization to proceed.
If you are in agreement with the above terms, please sign and date a copy of this •
letter -agreement, and return to our office. Please do not hesitate to contact me in
the event you have any questions regarding this proposal.
Very truly yo
i""*"."--
Scott A. Li rd, MAI, CCIM
Certified General Real Estate Appraiser
California Certification No. AG 004014
SAL:sp
LIDGARD AND ASSOCIATES
INCORPORATED
Real Estate Appraisal and Consultation
Gilbert Villalpando
Business Analyst
City of La Quinta
May 24, 2017
Page 3
I hereby authorize the firm of LIDGARD AND ASSOCIATES, INC. to perform the
appraisal services referred to above.
(4/
Gilbert Villalpando
Date
LIDGARD AND ASSOCIATES Real Estate Appraisal and Consultation
INCORPORATED
EXHIBIT "C"
COMPENSATION FOR SERVICES
Work for Services to be billed on a time and materials basis unless otherwise set forth below.
All work shall be billed based on the following Rate Schedule: see Exhibit "B"
c-1
ACRD
CERTIFICATE OF LI
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONL
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITU
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the
the terns and conditions of the policy, certain policies may require an
certifleate holder In lieu of such endorsements),
PRODUCER
Commercial Management Insurance Services Inc.
CA License OD85858
22875 Savi Ranch Pkwy, Suite X
Yorba Linda CA 92887
INSURED
Lidgard i Associates Inc.
2592 N Santiago Blvd
Orange CA 92867
COVERAGES CERTIFICATE NUMBER:17-18
BILITY INSURANCE
°Are'"°"'°°""""'
3/1/2017
Y AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POUCIES
rE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
policy(los) must be endorsed. If SUBROGATION IS WAIVED. subject to
ndorsement. A statement on this certificate does not confer rights to the
CONTACT Phyllis Wilcox
NAf4iE: Y
PRONE AEn) (714)414-1167 ]m. Noy (714)414-1195 jilAl
A00REas, pwi lcox®cmia -ins . coot
INSURER(B) AFPO MMHG COVERAGE
NAIL e
lemma A National Fire Xnaursnce of Hartford
20478
INSURER /3:continental Casualty Company
20443
INSURER C:
INSURER 0 :
EACH OCCURRENCE
INSURER E :
A
noun ER F
REVISION NUMBER:
Ina l3 I.1litNu Iry IIMAI ME roucles OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDfIIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
ILTD NSETYPE
OF INSURANCE
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3NGITRW10
POLICY NUMBER
POLICY EFF
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POLICY EXP
(wrucar eYY1
LIMITS
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COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE
s 2,000,000
A
CLAIMSI,IAOE X OCCUR
PREMISES acounoto0/
S 300, 000
Z
3402299039S
3/4/2017
3/4/2010
MED EXP(Anl,anopsYm)
3 10,000
PERSONAL A ADV INJURY
S 2,000,000
GENL AGGREGATE UNIT APPLIES PER:
—ilPOLICY F7 JECar LOC
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GENERAL AGGREGATE
S 4, 000, 000
PRODUCTS -COIMP/OPAGG
S 4, 000,000
S
A
AUTOMOBILE
X
LIABILITY
ANY AUTO
AUTOS A1.LMANED
HIRED AUTOS
SCHEDULED
NON -OWNED
AUTOS
CO/AWNED E NGLE LIMIT
_an Acocleri)
3 1,000,000
BODILY INJURY (Per person)
S
34023990431
3/9/2017
3/4/2018
BODILY INJURY (Per ara4enl)
3
PROPERTY DAMAGE
filmdom)n
(Per filmdom)
S
Uncured motored BI apw tail
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B
X
UMBRELLA MB
EXCESUAB
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OCCUR
CLAIMS -MADE
EACH OCCURRENCE
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AGGREGATE
3 3, 000, 000
DEO X RETENTION' 10,000
84022994526
3/4/2017
3/4/2010
A
WORMERS COMPENSATION
AND EMPLOYERS'LMBIUTY YIN
ANY PROPRIETOWPARTNER+EXECUTNEE.L
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NC422999476
3/4/2017
3/4/2010
E.LDISEASE -EAEMPL
3 1,000,000
EL DISEASE - POLICY LIMNT
1 1,000,000
DESCRIPTION OF OPERATIONS 1 LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Salvedulo, mry bo attached U more 'mob rogI rod)
CERTIFICATE HOLDER I8 NAMED AS ADDITIONAL INSURED ONLY IF REQUIRED BY WRITTEN CONTRACT WITH RESPECTS TO
GZN RAL LIABLITY AS PER THE ATTACHED 8B146935 -C 06/11. WAIVER OF SUBROGATION AS RESPECTS TO WORKERS
COMPENSATION APPLIES AS PEE THE ATTACHED G-19160-8 11 97.
CERTIF[CATE HOLDER
CANCELLATION
CITY OF LA QUINTA
78-495 CALLE TAMPICO
LA QUINTA, CA 92253
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORED REPRESENTATIVE
Michael Wakely/PHYLL
ACORD 26 (2014101)
INS025 (201401)
®1988-2014 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
CNA
SB -146935-C
(Ed. 06111)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -
WITH PRODUCTS COMPLETED OPERATIONS COVERAGE
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
A. Paragraph C. WHO IS AN INSURED is amended to C.
include as an additional insured:
1. Any person or organization whom you are
required by written contract to add as an additional
insured on the Businessowners Liability Coverage
Form.
B. The insurance provided to the additional insured is
limited as follows:
1. The person or organization is an additional
insured only with respect to liability for "bodily
injury," "property damage," or "personal and
advertising injury" caused in whole or in part by:
a. Your acts or omissions; or
b. The acts or omissions of those acting on your
behalf
in the performance of your ongoing operations
specified in the written contract; or
c. "Your work" thal is specified in the written
contract but only for "bodily injury" or 'property
damage" included In the products completed
operations hazard, and only if :
(1) The written contract requires you to
provide the additional insured such
coverage; and
(2) This Coverage Form provides such
coverage.
2. We will not provide the additional insured any
broader coverage or any higher limit of insurance
than the least that is:
a. Required by the written contract;
b. Described in B.1. above; or
c. Afforded to you under this policy.
3. This insurance is excess of all other insurance
available to the additional Insured, whether on a
primary, excess, contingent or any other basis.
But if required by the written contract, this
insurance will be primary and non-contributory
relative to insurance on which the additional
insured is a Named Insured.
SB -146935-C
(Ed. 06111)
D.
The insurance provided to the additional insured does
not apply to °bodily Injury," "property damage," or
"personal and advertising injury" arising out of:
a. The rendering of, or the failure to render, any
professional architectural, engineering, or
surveying services, including:
(1) The preparing approving, or failing to prepare
or approve maps, shop drawings, opinions,
reports, surveys, field orders, change orders
or drawings and specifications; and
(2) Supervisory, inspection, architectural or
engineering activities.
b. "Bodily Injury,' "property damage," or "personal
and advertising injury" arising out of any premises
or work for which the additional insured is
specifically listed as an additional insured on
another endorsement attached to This Policy.
Section E. of the Businessowners General Liability
Conditions is amended as follows:
The Duties In the Event of Occurrence, Offense,
Claim or Suit condition is amended to add the
following additional conditions applicable to the
additional insured:
An additional insured under this endorsement will as
soon as practicable:
a. Give us written notice of an 'occurrence" or an
offense which may result in a claim or "suit" under
this insurance, and of any claim or 'suit" that does
result;
b. Tender the defense and indemnity of any claim or
"suit" 10 any other insurer or self insurer whose
policy or program applies to all Toss we cover
under this Policy;
c. Except as provided in Paragraph B.3. of this
endorsement, agree to make available any other
insurance the additional insured has for a loss we
cover under this Policy; and
d. Send us copies of all legal papers received, and
otherwise cooperate with us in the investigation,
defense, or settlement of the claim or "suit."
We have no duty to defend or indemnify an
additional insured under this endorsement until we
Page 1 of 3
CNA
receive from the additional Insured written notice
of a claim or "suit"
E. With respect only to the Insurance provided by this J.
endorsement, the first sentence of Paragraph H.1.
Other Insurance Condition in the Businessowners
Common Policy Conditions, is deleted and replaced
with the following:
Other Insurance
1. This insurance is primary and non-contributory
except when rendered excess by this
endorsement, or when Paragraph 2. below
applies.
F. The provisions of the written contract or written
agreement do not in any way broaden or amend this
Policy.
G. Blanket Waiver of Subrogation
We waive any right of recovery we may have against:
1. Any person or organization with whom you have a
written contract that requires such a waiver.
H. Broad Knowledge of Occurrence
The following items are added to E. Businessowners
General Liability Conditions in the Businessowners
Liability Coverage Form:
e. Paragraphs a. and b. apply to you or to any
additional insured only when such "occurrence,
offense, claim or "suit` is known to:
1. You or any additional insured that is an
individual;
(2) Any partner, if you or an additional
insured is a partnership;
Any manager, if you or an additional
insured is a limited liability company;
(4) Any 'executive officer or insurance
manager, if you or an additional insured Is
a corporation;
Any trustee, If you or an additional
insured is a trust; or
Any elected or appointed official, if you or
an additional insured Is a political
subdivision or public entity.
This paragraph e. applies separately to you
and any additional insured.
I. Bodily Injury
Section F. Liability and Medical Expenses
Definitions, item 3. 'Bodily Injury is deleted and
replaced with the following:
"Bodily Injury" means bodily injury, sickness or
disease sustained by a person, including death,
humiliation, shock, mental anguish or mental injury by
SB -146935-C
(Ed. 06/11)
(3)
(5)
(6)
SB -146935-C
(Ed. 06/11)
that person at any time which results as a
consequence of the bodily injury, sickness or disease.
Expanded Personal and Advertising Injury
Definition
A. The following Is added to Section F. Liability and
Medical Expenses Definitions, item 14.
Personal and Advertising Injury, in the
Businessowners General Liability Coverage
Form:
h. Discrimination or humiliation that results in
injury to the feelings or reputation of a natural
person, but only if such discrimination or
humiliation is:
1. Not done intentionally by or at the
direction of:
a. The insured; or
b. Any "executive officer," director,
stockholder, partner, member or
manager (if you are a limited liability
company) of the insured; and
2. Not directly or indirecUy related to the
employment, prospective employment,
past employment or termination of
employment of any person or person by
any insured.
8. The following is added to Exclusions, Section B.:
(15)Discrimination Relating to Room, Dwelling
or Premises
Caused by discrimination directly or indirectly
related to the sale, rental, lease or sub -lease
or prospective sale, rental, lease or sub -lease
of any room, dwelling or premises by or at the
direction of any insured.
(16) Fines or Penalties
Fines or penalties levied or imposed by a
governmental entity because of
discrimination.
C. This provision (Expanded Personal and
Advertising Injury) does not apply if Personal
and Advertising Injury Liability is excluded
either by the provisions of the Policy or by
endorsement.
D. Personal and Advertising Injury Re -defined
Section F. Liability and Medical Expenses
Definitions, item 14, Personal Advertising Injury,
Paragraph c. is replaced by the following:
c. The wrongful eviction from, wrongful entry
into, or invasion of the right of private
occupancy of a room dwelling or premises
that a person or organization occupies
Page 2 of 3
SNA
committed by or on behalf of its owner,
landlord or lessor.
SB -146935-C
(Ed. 06111)
SB -146935-C
(Ed. 08!11)
Page 3 of 3
CNA
1
Workers Compensation And Employers Liability Insurance
Policy Entlnlsctn:wlt:
BLANKET WAVER OF OJf PaC;-I1 TO RECOVER FROM OTHER
j ,;
This endorsement changes the policy to which it is attached.
It is agreed that Part One - Workers' Compensation Insurance G. Recovery From Others and Part Two -
Employers' Liability Insurance H. Recovery From Others are amended by adding the following:
We will not enforce our right to recover against persons or organizations. (This agreement applies only to the
extent that you perform work under a written contract that requires you to obtain this agreement from us.)
PREMIUM CHARGE - Refer to the Schedule of Operations
The charge will be an amount to which you and we agree that is a percentage of the total standard premium for
California exposure. The amount is 2%.
All other terms and conditions of the policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another
effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy
unless another expiration date is shown below.
Form No: G-19160-6 111-1997) Policy No: WC 4 22996476
Endorsement Effective Date: Endorsement Expiration Data: Policy Effective Date: 03/04/2017
Endorsement No: 2; Page: 1 of 1 Policy Pago: 14 01 22
Underwriting Company: National Fire Insurance Company o1 Hartford, 333 S Wabash Ave, Chicago, IL
60604
° Copyright CNA All Rights Reserved.
GEM of the DESERT
CITY OF LA QUINTA
SHORT -FORM SERVICES AGREEMENT
($25,000 OR LESS)
1. PARTIES AND DATE. This Agreement is made and entered into this 20th day of October, 2017,
("Effective Date") by andbetween the City of La Quinta, a Municipal Corporation and Charter City
organized under the Constitution and laws of the State of California with its principal place of business
at 78-495 Calle Tampico, La Quinta, CA ("City") and Lidgard and Associates, Inc. a Real Estate
Appraisal Firm, with its principal place of business at 2592 North Santiago Boulevard, Orange, CA
92867-1862 ("Vendor"). City and Vendor are sometimes individually referred to as "Party" and
collectively as "Parties" in this Agreement.
2. TERMS AND CONDITIONS. The Parties shall comply with the terms and conditions in the attached
Exhibit "A."
3. SCOPE AND SCHEDULE OF SERVICES. Vendor shall provide to City the services pursuant to the date(s)
and schedule(s) described in accordance with the schedule set forth in Exhibit "B."
4. TERM. The term of this Agreement shall be from October 20, 2017 to November 20, 2017,
unless earlier terminated as set forth in the attached Terms and Conditions. This Agreement may not
extend beyond a period of five (5) years, unless under the City's Fiscal Policies and Procedures this
Agreement is exempt from the five (5) year limitation.
5. COMPENSATION. Vendor shall receive compensation for services rendered under this Agreement
at the rates and schedule set forth in the attached Exhibit "C" but in no event shall Vendor's
compensation exceed Three Thousand Four Hundred and Fifty Dollars ($3,450) per fiscal year (July 1
to June 30) without written amendment.
6. FORCE MAJEURE. The time period specified for performance of the services rendered pursuant to
this Agreement shall be extended because of any delays due to unforeseeable causes beyond the
control and without the fault or negligence of Vendor including, but not restricted to, acts of God or of
the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight
embargoes, acts of any governmental agency other than City, and unusually severe weather, if Vendor
shall within ten (10) days of the commencement of such delay notify the City in writing of the causes
of the delay. The City shall ascertain the facts and the extent of delay, and extend the time for
performing the Services for the period of the forced delay when and if in their judgment such delay is
justified, and the City's determination shall be final and conclusive upon the parties to this Agreement.
Extensions to time periods for performance of services, which are determined by the City to be justified
pursuant to this Section, shall not entitle the Vendor to additional compensation unless City expressly
agrees to an increase in writing.
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7. INSURANCE. In accordance with Section 4 of Exhibit "A," Vendor shall, at its expense, procure and
maintain for the duration of the Agreement such insurance policies as checked below and provide
proof of such insurance policies to the City. Vendor shall obtain policy endorsements on Commercial
General Liability Insurance that name Additional Insureds as follows: The City of La Quinta, its
officers, officials, employees and agents.
Commercial General Liability Insurance:
® $1,000,000 per occurrence/$2,000,000 aggregate OR
❑ $2,000,000 per occurrence/$4,000,000 aggregate.
❑ Additional Insured Endorsement naming City of La Quinta (above)
❑ Primary and Non -Contributory Endorsement
Automobile Liability:
® $1,000,000 combined single limit for bodily injury and property damage.
Workers' Compensation:
®. Statutory Limits / Employer's Liability $1,000,000 per accident or disease.
❑ Workers' Compensation Endorsement with Waiver of Subrogation
Professional Liability (Errors and Omissions):
® Errors and Omissions liability insurance with a limit of not less than $1,000,000
per claim.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the
day and year first above written.
CITY OF LA QUINTA LIDGARD & ASSOCIATES, INC.
-
By:
Gilbert Villalpando Scott A. Lidgard
Business Analyst Certified Real Estate Appraiser
Required for over $5,000:
By: N/A
Frank J. Spevacek
2
7. INSURANCE. In accordance with Section 4 of Exhibit "A," Vendor shall, at its expense, procure and
maintain for the duration of the Agreement such insurance policies as checked below and provide
proof of such insurance policies to the City. Vendor shall obtain policy endorsements on Commercial
General Liability Insurance that name Additional Insureds as follows: The City of La Quinta, its
officers, officials, employees and agents.
Commercial General Liability Insurance:
® $1,000,000 per occurrence/$2,000,000 aggregate OR
$2,000,000 per occurrence/$4,000,000 aggregate.
Additional Insured Endorsement naming City of La Quinta (above)
Primary and Non -Contributory Endorsement
Automobile Liability:
® $1,000,000 combined single limit for bodily injury and property damage.
Workers' Compensation:
® Statutory Limits / Employer's Liability $1,000,000 per accident or disease.
® Workers' Compensation Endorsement with Waiver of Subrogation
Professional Liability (Errors and Omissions):
® Errors and Omissions liability insurance with a limit of not less than $1,000,000
per claim.
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the
day and year first above written.
CITY OF LA QUINTA LIDGARD & ASSOCIATES, INC.
Gilbert Villalpando
t A. idgard
Business Analyst Certified Real Estate Appraiser
Required for over $5,000:
By: N/A
Frank J. Spevacek
2
EXHIBIT "A"
TERMS AND CONDITIONS
1. Compensation. Vendor shall be paid on a time
and materials or lump sum basis, as may be set forth
in Exhibit "C", within 30 days of completion of the
Work and approval by the City.
2. Compliance with Law. Vendor shall comply with
all applicable laws and regulations of the federal,
state and local government. Vendor shall assist the
City, as requested, in obtaining and maintaining all
permits required of Vendor by Federal, State and
local regulatory agencies. Vendor is responsible for
all costs of clean up and/or removal of hazardous
and toxic substances spilled as a result of his or her
Work.
3. Standard of Care. The Vendor shall perform the
Work in accordance with generally accepted
professional practices and principles and in a
manner consistent with the level of care and skill
ordinarily exercised by members of the profession
practicing under similar conditions.
4. Insurance. The Vendor shall take out and
maintain, during the performance of all work under
this Agreement: A. Commercial General Liability
Insurance in the amounts specified in Section 6 of
the Agreement for bodily injury, personal injury and
property damage, at least as broad as Insurance
Services Office Commercial General Liability
coverage (Occurrence Form CG 0001), and if no
amount is selected in Section 6 of the Agreement,
the amounts shall be $1,000,000 per
occurrence/$2,000,000 aggregate; B. Automobile
Liability Insurance for bodily injury and property
damage including coverage for owned, non -owned
and hired vehicles, of at least $1,000,000 per
accident for bodily injury and property damage, at
least as broad as Insurance Services Office Form
Number CA 0001 (ed. 6/92) covering automobile
liability, Code 1 (any auto); C. Workers'
Compensation in compliance with applicable
statutory requirements and Employer's Liability
Coverage of at least $1,000,000 per accident or
disease. Vendor shall also submit to City a waiver of
subrogation endorsement in favor of city, and D.
Professional Liability (Errors and Omissions)
coverage, if checked in section 6 of the Agreement,
with a limit not less than $1,000,000 per claim and
which shall be endorsed to include contractual
liability. Insurance carriers shall be authorized by
the Department of Insurance, State of California, to
do business in California and maintain an agent for
process within the state. Such insurance carrier shall
have not less than an "A"; "Class VII" according to
26529.00000\9101737.2 A-1
the latest Best Key Rating unless otherwise approved
by the City.
5. Indemnification. The Vendor shall indemnify and
hold harmless the City, its Council, members of the
Council, agents and employees of the City, against
any and all claims, liabilities, expenses or damages,
including responsible attorneys' fees, for injury or
death of any person, or damage to property, or
interference with use of property, or any claim of the
Vendor or subcontractor for wages or benefits which
arise in connection with the performance of this
Agreement, except to the extent caused or resulting
from the active negligence or willful misconduct of
the City, its Council, members of the Council, agents
and employees of the City. The foregoing indemnity
includes, but is not limited to, the cost of prosecuting
or defending such action with legal counsel
acceptable to the City and the City's attorneys' fees
incurred in such an action.
6. Laws and Venue. This Agreement shall be
interpreted in accordance with the laws of the State
of California. If any action is brought to interpret or
enforce any term of this Agreement, the action shall
be brought in a state or federal court situated in the
County of Riverside, State of California.
7. Termination. The City may terminate the services
procured under this Agreement by giving 10 calendar
days written notice to Vendor. In such event, the
City shall be immediately given title and possession
to any original field notes, drawings and
specifications, written reports and other documents
produced or developed for the services. The City
shall pay Vendor the reasonable value of services
completed prior to termination. The City shall not be
liable for any costs other than the charges or
portions thereof which are specified herein. Vendor
shall not be entitled to payment for unperformed
services, and shall not be entitled to damages or
compensation for termination of work. Vendor may
terminate its obligation to provide services under this
Agreement upon 30 calendar days' written notice to
the City only in the event of City's failure to perform
in accordance with the terms of this Agreement
through no fault of Vendor.
8. Agreement Terms. Nothing herein shall be
construed to give any rights or benefits to anyone
other than the City and the Vendor. The
unenforceability, invalidity or illegality of any
provision(s) of this Agreement shall not render the
other provisions unenforceable, invalid or illegal.
Notice may be given or delivered by depositing the
same in any United States Post Office, certified mail,
return receipt requested, postage prepaid, addressed
to the parties to the addresses set forth in the
Agreement. Vendor shall not assign, sublet, or
transfer this Agreement or any rights under or
interest in this Agreement without the written
consent of the City, which may be withheld for any
reason. Vendor is retained as an independent
contractor and is not an employee of the City. No
employee or agent of Vendor shall become an
employee of the City. The individuals signing this
26529.00000\9101737.2 A-2
Agreement represent that they have the authority to
sign on behalf of the parties and bind the parties to
this Agreement. This is an integrated Agreement
representing the entire understanding of the parties
as to those matters contained herein, and
supersedes and cancels any prior oral or written
understanding or representations with respect to
matters covered hereunder. This Agreement may
not be modified or altered except in writing signed
by both parties hereto.
EXHIBIT "B"
SCOPE AND SCHEDULE OF SERVICES
B-1
1
October 19, 2017
Angela Ferreira
Management Specialist
City of La Quinta
78495 Calle Tampico
La Quinta, California 92253
Subject Restricted Appraisal Study
Former Sam's Club Retail Development
79315 Highway 111
APNs: 600-020-028, 029, and
600-340-002, 003, 023, 028
La Quinta, California
Dear Ms. Ferreira:
2592 North Santiago Boulevard
Orange, California 92867-1862
(714) 633-8441 or (562) 988-2926
scott@lidgardinc.com
I appreciate the opportunity of submitting this proposal for professional real
estate appraisal services pertaining to the above -referenced property. It is
understood that the City of La Quinta is investigating the budgetary and financial
feasibility of acquiring the development from the private property owner.
The scope of our services will include (1) a field inspection of the subject
property from the adjacent rights-of-way, (2) a review of public records
particularly with respect to the zoning and general plan land use designations
regarding future utility of the property, (3) the research and collection of
comparable market data in the immediate and general subject market area, (4)
a valuation employing applicable methodology based on an analysis of the
comparable market data, and (5) preparation of a letter of findings in summation
of the activities outlined above.
The purpose of the appraisal study is the estimation of market value of the
unencumbered fee simple interest in the subject property as presently improved
with the former "big box" retail development. Market value is defined in The
California Code of Civil Procedure, §1263.320, as:
"(A) The fair market value of the property taken is the highest price on the
date of valuation that would be agreed to by a seller, being willing to sell
but under no particular or urgent necessity for so doing, nor obliged to
sell, and a buyer, being ready, willing, and ab/e to buy but under no
particular necessity for so doing, each dealing with the other with full
know/edge of all the uses and purposes for which the property is
reasonably adaptable and available.
LIDGARD AND ASSOCIATES Real Estate Appraisal and Consultation
INCORPORATED
Angela Ferreira
Management Specialist
City of La Quinta
October 19, 2017
Page 2
(B) The fair market value of property taken for which there is no
relevant market is its value on the date of valuation as determined by
any method of valuation that is just and equitable."
The intended use of the study is to assist the City of La Quinta in a budgetary and
financial feasibility study regarding the potential purchase of the property.
Intended users are City officials, along with consultants thereof, for the explicit
purpose and intent indicated above. The restricted report is not intended to be
delivered to, or relied upon by, third parties.
The appraisal report will comply with reporting requirements set forth in the
Uniform Standards of Professional Appraisal Practice (USPAP), under Standard
Rule 2-2(b). The market data, appraisal methodology, and reasoning supporting
the analysis, opinions and conclusions will be included therein by reference only.
The rationale regarding the opinions and conclusions may not be understood
properly without additional information from the appraiser's work file. The report
will contain sufficient information for the purpose, intent, client, and intended users
for which it is written.
Based on the amount of time estimated to complete the appraisal study, and
restricted appraisal report, the fee for our services will be in the total amount of
$3,450, payable upon delivery of the restricted report. The report can be
delivered electronically in PDF format via email within approximately one week
following receipt of your authorization to proceed.
If you are in agreement with the above terms, please sign and date a copy of this
letter -agreement, and return to our office. Please do not hesitate to contact me in
the event you have any questions regarding this proposal.
Very truly yours,
LIDGARD AND ASSOCIAT
Scott A. Lid, MAI, CCIM
Certified General Real Estate Appraiser
California Certification No. AG 004014
SAL:sp
LIDGARD AND ASSOCIATES Real Estate Appraisal and Consultation
tNUOL OI A'!1H)
Angela Ferreira
Management Specialist
City of La Quinta
October 19, 2017
Page 2
I hereby authorize the firm of LIDGARD AND ASSOCIATES, INC. to perform the
appraisal services referred to above..
Angela Ferreira ,-s< ✓: I(el?•��na
Date
r
LIDGARD AND ASSOCIATES .Real Estate Appraisal and Cvnsultatr"un
IN CORPORATE D
EXHIBIT "C"
COMPENSATION FOR SERVICES
Work for Services to be billed on a time and materials basis unless otherwise set forth below.
All work shall be billed based on the following Rate Schedule: see Exhibit "B"
B-1