HomeMy WebLinkAbout01/27/2021 STUDY SESSION AGENDA PACKET______________________________________________________________
CITY COUNCIL 345 6th Street, Suite 100, Bremerton, WA 98337 Phone (360) 473-5280
WEDNESDAY, JANUARY 27, 2021
CITY COUNCIL STUDY SESSION AGENDA
5:00 PM – Via Zoom Webinar
To help reduce the spread of COVID-19, the City Council is conducting a Study Session via Zoom Webinar. The
Council Conference Room 603 will be closed, and all Council Members and staff will be participating remotely.
The Study Session is open to the public to listen in, but there will be no opportunities for input; no action is
anticipated; and the content of these items is subject to change. If approved by the Council, items will be placed
on the February 3, 2021 City Council Virtual Meeting Agenda…
Members of the public are invited to join the Zoom webinar by clicking on the following link:
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Webinar ID: 890 5544 6367
Passcode: 209823
Public questions or comments may be submitted ahead of time to City.Council@ci.bremerton.wa.us
A.BRIEFINGS ON AGENDA ITEMS
1.Public Works Agreement with Pipeline Video Inspection LLC dba AIMS Companies for
Burwell/Warren Sewer Pipe Cleaning and Video Inspection
2.5-Year Contract Extension Addendum to Maintenance Agreement with Otis Elevator Company
for Elevator Service, Maintenance and Monitoring
3.Discussion regarding Potential Zoning Code Amendment to allow two (2) Accessory Dwelling
Units (ADUs) per Single Family Lot (Information only)
B.GENERAL COUNCIL BUSINESS
o Briefing on Agenda for Remote Joint Planning Session – Council President Kevin Gorman
o Briefing on Proposed Healthcare System Legislation – Council President Kevin Gorman
o Race Equity Advisory Committee Briefing (01/14/21 Meeting) – Chair Leslie Daugs
o Public Works Committee Briefing (1/19/21 Meeting) – Chair Eric Younger
o Finance, Investment & Parking Committee Briefing (1/26/21 Meeting) – Chair Michael
Goodnow
o Other General Council Business
C.ADJOURNMENT OF STUDY SESSION
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Study Session Date: January 27, 2021
Public Works Agreement with Pipeline Video
Inspection LLC dba AIMS Companies for
Burwell/Warren Sewer Pipe Cleaning and
Video Inspection
COUNCIL MEETING Date: February 3, 2021
Department: Engineering
Presenter: Bill Davis
Phone: (360) 473-2312
SUMMARY: The project consists of video inspection and pipe cleaning services for approximately
6500 lineal feet of sewer pipe along Burwell Street and Warren Avenue. These streets are principal
arterials and preparation and implementation of traffic control plans will be required throughout the
Work.
Requests for bids were sent to contractors off the Municipal Research and Services Center (MRSC)
Small Works Roster. Bids were opened on January 14, 2021. Six (6) bids were received. The lowest
responsive, responsible bidder was Pipeline Video Inspection LLC dba AIMS Companies, who
submitted a bid in the amount of $ 57,970.56 including sales tax.
ATTACHMENTS:
1. Public Works Agreement
2. Vicinity Map
3. Bid Tabulation
FISCAL IMPACTS (Include Budgeted Amount): The work is fully funded in the 2021 Wastewater
Capital Budget.
STUDY SESSION AGENDA: ☒ Limited Presentation ☐ Full Presentation
STUDY SESSION ACTION: ☐ Consent Agenda ☐ General Business ☐ Public Hearing
RECOMMENDED MOTION:
Move to award the contract for the Burwell/Warren Sewer Pipe Cleaning and Video Inspection to
Pipeline Video Inspection LLC dba AIMS Companies, in the amount of $ 57,970.56 (which includes
sales tax); and authorize the Mayor to finalize and execute the agreement with substantially the same
terms and conditions as presented.
COUNCIL ACTION: Approve Deny Table Continue No Action
Form Updated 01/02/2018
A1
Page 1 of 7
PUBLIC WORKS AGREEMENT
THIS AGREEMENT is entered into between the City of Bremerton, a Washington
Municipal Corporation (“City”), and Pipeline Video Inspection LLC dba AIMS Companies
(“Contractor”), whose mailing address is 6110 NE Croeni Ave Suite 150 Ave Hillsboro, Oregon.
The parties agree as follows:
1. CONTRACTOR SERVICES. The Contractor shall perform the following services
for the City described in the Bid Documents titled: Burwell/Warren Sewer Pipe Cleaning and
Video Inspection
2. TIME OF COMPLETION. Contractor shall complete the work within 40 calendar
days from the date of issuance of the City’s Notice to Proceed.
3. COMPENSATION. The City shall pay the Contractor the total amount of
$57,970.56, including applicable Washington State Sales Tax, for the work and services
contemplated in this agreement. The City shall pay the Contractor ninety percent (90%) of the
Contract amount upon completion and acceptance of the work by the City, and the remainder upon
fulfillment of the conditions listed below and throughout this agreement.
A. No Performance Bond. Because this contract including applicable sales tax
is $150,000 or less, and pursuant to Chapter 39.08 RCW, the Contractor, in
lieu of providing the City a performance bond, has elected to have the City
retain the final ten percent (10%) of the Contract amount for a period of thirty
(30) days after the date of final acceptance, or until receipt of all necessary
releases from the State Department of Revenue and the State Department of
Labor & Industries and until settlement of any liens filed under Chapter 60.28
RCW, whichever is later.
B. Retainage. The City shall hold back a retainage in the amount of ten percent
(10%) of any and all payments made to contractor for a period of thirty (30)
days after the date of final acceptance, or until receipt of all necessary
releases from the State Department of Revenue and the State Department of
Labor & Industries and until settlement of any liens filed under Chapter 60.28
RCW, whichever is later.
C. Defective or Unauthorized Work. The City reserves its right to withhold
payment from Contractor for any defective or unauthorized work. Defective
or unauthorized work includes, without limitation: work and materials that
do not conform to the requirements of this agreement; and extra work and
materials furnished without the City’s written approval. If Contractor is
unable, for any reason, to satisfactorily complete any portion of the work, the
City may complete the work by contract or otherwise, and Contractor shall be
liable to the City for any additional costs incurred by the City. “Additional
costs” shall mean all reasonable costs, including legal costs and attorney fees,
incurred by the City beyond the maximum Contract price specified above.
The City further reserves its right to deduct the costto complete the Contract
work, including any Additional Costs, from any and all amounts due or to
become due the Contractor.
Page 2 of 7
D. Final Payment: Waiver of Claims. THE MAKING OF FINAL PAYMENT
(EXCLUDING WITHHELD RETAINAGE) SHALL PRECLUDE ALL
CLAIMS, EXCEPT THOSE PREVIOUSLY AND PROPERLY MADE
AND IDENTIFIED BY CONTRACTOR AS UNSETTLED AT THE TIME
REQUEST FOR FINAL PAYMENT IS MADE.
4. INDEPENDENT CONTRACTOR. Contractor is and shall be at all times acting as
an independent contractor and not as an employee of the City. The Contractor shall secure at its
expense, and shall be responsible for all payments of income tax, social security, state disability
insurance compensation, unemployment compensation, and all other payroll deductions for the
Contractor, officer, agents, employees and sub-contractors. The Contractor shall also secure all
applicable business licenses, if required, in connection with the contract services, including all
required licenses for Contractor's officers, agents, employees and sub-contractors.
5. TERMINATION. The City may terminate this agreement for good cause. “Good
cause” shall include, without limitation, any one or more of the following events:
A. The Contractor’s refusal or failure to supply a sufficient number of properly
skilled workers or proper materials for completion of the Contract work.
B. The Contractor’s failure to complete the work within the time specified in
this agreement.
C. The Contractor’s failure to make full and prompt payment to sub-contractors
or for material or labor.
D. The Contractor’s persistent disregard of federal, state or local laws, rules or
regulations.
E. The Contractor’s filing for bankruptcy or becoming adjudged bankrupt.
If the City terminates this agreement for good cause, the Contractor shall not receive any
further monies due under this agreement until the Contract work is completed.
6. PREVAILING WAGES. Contractor shall file a “Statement of Intent to Pay
Prevailing Wages” with the State of Washington Department of Labor & Industries prior to
commencing the Contract work. Contractor shall pay prevailing wages and comply with Chapter
39.12 of the Revised Code of Washington, as well as any other applicable prevailing wage rate
provisions. The latest prevailing wage rate revision issued by the Department of Labor and
Industries is attached.
7. CHANGES. The City may issue a written work change directive for any change in
the Contract work during the performance of this agreement. If the Contractor determines, for any
reason, that a change order is necessary, Contractor must submit a written change order request to
the City’s project manager within two (2) business days of the date the Contractor knew or should
have known of the facts and events giving rise to the requested change. If the City determines that
the change increases or decreases the Contractor’s costs or time for performance, the City will make
an equitable adjustment. The City will attempt, in good faith, to reach agreement with the
Contractor on all equitable adjustments. However, if the parties are unable to agree, the City will
determine the equitable adjustment as it deems appropriate. The Contractor shall proceed with the
change order work upon receiving a written work change directive or change order from the City.
Page 3 of 7
If the Contractor fails to require a change order within the time allowed, the Contractor waives its
right to make any claim or submit subsequent change order requests for that portion of the contract
work. If the Contractor disagrees with the equitable adjustment the Contractor must complete the
change order work; however, the Contractor may elect to protest the adjustment as provided below:
A. Procedure and Protest by the Contractor. If the Contractor disagrees with
anything required by a work change directive or change order, including any
direction, instruction, interpretation, or determination by the City, the
Contractor shall:
1. Immediately give a signed written notice of protest to the City;
2. Supplement the written protest within fourteen (14) calendar days
with a written statement that provides the following information:
a. The date of the Contract’s protest.
b. The nature and circumstances that caused the protest.
c. The provisions in this agreement that support the protest.
d. The estimated dollar cost, if any, of the protested work and
how that estimate was determined.
e. An analysis of the progress schedule showing the schedule
change or disruption if the Contractor is asserting a schedule
change or disruption.
The Contractor shall keep complete records of extra costs and time
incurred as a result of the protested work. The City shall have access
to any of the Contractor’s records needed for evaluating the protest.
3. The City will evaluate all protests, provided the procedures in this
section are followed. If the City determines that a protest is valid, the
City will adjust payment for work or time by an equitable adjustment.
No adjustment will be made for an invalid protest.
B. Contractor’s Duty to Complete Protested Work. In spite of any protest, the
Contractor shall proceed promptly with the work as the City has ordered.
C. Contractor’s Acceptance of Changes. The Contractor accepts all
requirements of a change order by: (1) endorsing it, (2) writing a separate
acceptance, or (3) not protesting in the way this section provides. A change
order that is accepted by Contractor as provided in this section shall
constitute full payment and final settlement of all claims for contract time and
for direct, indirect and consequential costs, including costs of delays related
to any work, either covered or affected by the change.
D. Failure to Protest Constitutes Waiver. By not protesting as this section
provides, the Contractor also waives any additional entitlement and accepts
from the City any written order (including directions, instructions,
interpretations, and determination).
E. Failure to Follow Procedures Constitutes Waiver. By failing to follow the
procedures of this section, the Contractor completely waives any claims for
Page 4 of 7
protested work and accepts form the City any written order (including
directions, instructions, interpretations, and determination).
8. CLAIMS. The Contractor shall give written notice to the City of all claims other
than change orders within fourteen (14) calendar days of the occurrence of the events giving rise to
the claims. Any claim for damages, additional payment for any reason, or extension of time,
whether under this agreement or otherwise, shall be conclusively deemed to have been waived by
the Contractor unless a timely written claim is made in strict accordance with the applicable
provisions of this agreement; or, if (and only if) no such provision is applicable, unless that claim is
set forth in detail in writing and received by the City within seven (7) calendar days from the date
Contractor knew, or should have known, of the facts giving rise to the claim. At a minimum, a
Contractor’s written claim must include the information set forth regarding protests in Section
7.A.2.a.-e.
FAILURE TO PROVIDE A COMPLETE, WRITTEN NOTIFICATION OF CLAIM
WITHIN THE TIME ALLOWED SHALL BE AN ABSOLUTE WAIVER OF ANY CLAIMS
ARISING IN ANY WAY FROM THE FACTS OR EVENTS SURROUNDING THAT CLAIM
OR CAUSED BY THAT DELAY.
Contractor must, in any event, file any claim or bring any suit arising from or connected
with this agreement within 120 calendar days from the date the contract work is complete.
9. WARRANTY. The Contractor shall correct all defects in workmanship and
materials within one year from the date of the City’s acceptance of the Contract work. When
defects are corrected, the warranty for that portion of the work shall extend for one year form the
date such correction is completed and accepted by the City. The Contractor shall begin to correct
any defects within seven (7) calendar days of its receipt of notice from the City of the defect. If the
Contractor does not accomplish the corrections within a reasonable time, the City may complete the
corrections and the Contractor shall pay all costs incurred by the City in order to accomplish the
correction.
10. INDEMNIFICATION. Contractor shall defend, indemnify and hold the City, its
officer, officials, employees, agents and volunteers harmless from any and all claims, injuries,
damages, losses or suits including all legal costs and attorney fees, arising out of or in connection
with the performance of this agreement, except for injuries and damages caused by the City’s sole
negligence.
The City’s inspection or acceptance of any of Contractor’s work when completed shall not
be grounds to avoid any of these covenants of indemnification.
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 Contractor and
the City, its officials, employees, agents and volunteers, the Contractor’s liability hereunder shall be
only to the extent of the Contractor’s negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THIS
INDEMNIFICATION CONSTITUTES THE CONTRACTOR’S WAIVER OF IMMUNITY
UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE PURPOSE OF THIS
INDEMNIFICATION. THE PARTIES ACKNOWLEDGE THAT THEY HAVE MUTUALLY
NEGOTIATED THIS WAIVER.
Page 5 of 7
The provisions of this section shall survive the expiration or termination of this agreement.
11. INSURANCE. The Contractor shall procure and maintain for the duration of this
agreement insurance of the types and in the amounts described below against claims for injuries to
persons or damage to property which may arise from or in connection with the performance of the
work by the Contractor, its agents, representative, employees, sub-consultants or sub-contractors.
Before beginning work on the project described in this agreement, the Contractor shall
provide a Certificate of Insurance evidencing:
A. Automobile Liability insurance with limits no less than $1,000,000 combined
single limit per accident for bodily injury and property damage; and
B. Commercial General Liability insurance written on an occurrence basis with
limits no less than $1,000,000 combined single limit per occurrence and
$2,000,000 general aggregate for personal injury, bodily injury and property
damage. Coverage shall include but not be limited to: blanket contractual;
products/completed operations/broad form property damage; explosion,
collapse and underground (XCU); and
C. Excess Liability insurance with limits not less than $1,000,000 per
occurrence and aggregate; and
B. Workers Compensation insurance as statutorily required by the Industrial
Insurance Act of the State of Washington, Title 51, Revised Code of
Washington and employer's liability with limits not less than $1,000,000.
Any payment of deductible or self-insured retention shall be the sole responsibility of the
Contractor.
The City, its officials, employees, agents and volunteers shall be named as an additional
insured on the insurance policy, as respects work performed by or on behalf of the Contractor and a
copy of the endorsement naming the City as additional insured shall be attached to the Certificate of
Insurance.
The Contractor’s insurance shall contain a clause stating that coverage shall apply
separately to each insured against whom claim is made or suit is brought, except with respects to the
limits of the insurer’s liability.
The Consultant's insurance shall be primary and non-contributory insurance as respects the
City and shall contain a waiver of subrogation against the City for claims arising out of any
operations, liabilities and obligations to which coverage applies. It shall be an affirmative
obligation upon Consultant to advise the City’s Risk Manager by fax at (360) 473-5161, or by
certified mail, return receipt requested to City of Bremerton, attn: Risk Management, 345 6th Street,
Suite 100, Bremerton, WA 98337 within two days of the cancellation, suspension or substantive
change of any insurance policy set out herein, and failure to do so shall be construed to be a breach
of this Agreement.
The City reserves the right to receive a certified copy of all the required insurance policies.
Page 6 of 7
12. MISCELLANEOUS.
A. Equal Employment Opportunity Statement. In the hiring of employees for
the performance of work under this Agreement, the Contractor, its subcontractors, or any person
acting on behalf of Contractor shall not discriminate in any employment practice on the basis of age
(40+), sex, race, creed, color, national origin, sexual orientation/gender identity, marital status,
military status, or the presence of any physical, mental or sensory disability.
B. ADA Statement. The City of Bremerton does not discriminate on the basis of
disability in programs and activities, which it operates pursuant to the requirements of the
Americans with Disabilities Act of 1990, and ADA Amendments Act. This policy extends to both
employment and admission to participation in the programs, services and activities of the City of
Bremerton. Reasonable accommodation for employees or applicants for employment will be
provided.
C. Compliance with Laws. Contractor shall comply with all federal, state and
local laws, rules and regulations throughout every aspect in the performance of this agreement.
D. Work Performed at Contractor’s Risk. Contractor shall take all precautions
necessary and shall be responsible for the safety of its employees, agents, and subcontractors in the
performance of this agreement. All work shall be done at Contractor’s own risk, and Contractor
shall be responsible for any loss of or damage to materials, tools, or other articles used or held for
use in connection with the work.
E. Nonwaiver of Breach. The failure of the City to insist upon strict
performance of any of the terms and rights contained herein, or to exercise any option herein
conferred in one or more instances, shall not be constructed to be a waiver or relinquishment of
those terms and rights and they shall remain in full force and effect
F. Governing Law. This agreement shall be governed and construed in
accordance with the laws of the State of Washington. If any dispute arises between the City and
Contractor under any of the provisions of this agreement, resolution of that dispute shall be
available only through the jurisdiction, venue and rules of the Kitsap County Superior Court, Kitsap
County, Washington.
G. Attorney’s Fees. To the extent not inconsistent with RCW 39.04.240, in any
claim or lawsuit for damages arising from the parties’ performance of this agreement, each party
shall be responsible for payment of its own legal costs and attorney’s fees incurred in defending or
bringing such claim or lawsuit; however, nothing in this subsection shall limit the City’s right to
indemnification under Section 10 of this agreement.
H. Written Notice. All communications regarding this agreement shall be sent
to the parties at the addresses listed on the signature page of this agreement, unless otherwise
notified. Any written notice shall become effective upon delivery, but in any event three (3)
calendar days after the date of mailing by registered or certified mail, and shall be deemed
sufficiently given if sent to the addressee at the address stated on this agreement.
I. Assignment. Any assignment of this agreement by the Contractor without
the written consent of the City shall be void.
Page 7 of 7
J. Modification. No waiver, alteration, or modification of any of the provisions
of this agreement shall be binding unless in writing and signed by a duly authorized representative
of the City and Contractor.
K. Severability. If any one or more sections, sub-sections, or sentences of this
agreement are held to be unconstitutional or invalid, that decision shall not affect the validity of the
remaining portion of this agreement and the remainder shall remain in full force and effect.
L. Entire Agreement. The written provisions and terms of this agreement,
together with any attached Exhibits, supersede all prior verbal statements by any representative of
the City, and those statements shall not be construed as forming a part of or altering in any manner
this agreement. This agreement and any attached Exhibits contain the entire agreement between the
parties. Should any language in any Exhibit to this agreement conflict with any language contained
in this agreement, the terms of this agreement shall prevail.
IN WITNESS WHEREOF, the parties below have executed this agreement.
PIPELINE VIDEO INSPECTION, LLC THE CITY OF BREMERTON
Dba AIMS COMPANIES
Print Name: Print Name:
Title: Title:
DATE DATE
Notices to be sent to: Notices to be sent to:
CONTRACTOR: CITY OF BREMERTON:
Attn: Nick Curcio Attn: Bill Davis
6100 NE Croeni Ave Ste 150 345 6th Street, Suite 100
Hillsboro, OR 97124 Bremerton, WA 98337
(503) 545-9640 (360) 473-2312
(360) 473-5200 (facsimile)
APPROVED AS TO FORM:
Roger A. Lubovich
Bremerton City Attorney
ATTEST:
Angela Hoover, City Clerk
LOCATION MAP
End of Work
Start of Work
DATE
OPENED:
RECORDED
BY:
SUMMARY
Action Services Corporation √$72,881.90 $ 79,441.27 $6,559.37
Olson Brothers Pro-Vac √$104,348.90 $ 113,740.30
Pipeline Video Inspection LLC dba AIMS Companies √$53,184.00 $ 57,970.56
Pro-Pipe, Inc √$86,899.60 $ 94,720.56
Insta Pipe, Inc √$83,984.00 $ 91,542.56
CITY OF BREMERTON
BID TABULATION
BOND BASE BID + CONTINGENCY TOTALNAME OF BIDDER
OPENED
BY:
1/14/2021 TIME
OPENED:
Burwell/Warren Sewer Pipe Cleaning and Video Inspection
1:15 PM Noreen Bolo / Lynn Gritton
Noreen Bolo BID TITLE:
Vortex Services, LLC √$72,791.22 $ 79,342.42 $6,551.20
SALES TAX
$7,820.96
$7,558.56
$9,391.40
$4,786.56
$120,000.00
$57,970.56
$79,342.42
$79,441.27
ENGINEER ESTIMATE (INCLUDING SALES TAX)
THIRD LOW BIDDER - Action Services Corporation
SECOND LOW BIDDER - Vortex Services, LLC
APPARENT LOW BIDDER - Pipeline Video Inspection LLC dba AIMS Companies
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Study Session Date: January 27, 2021
5-Year Contract Extension Addendum to
Maintenance Agreement with Otis Elevator
Company for Elevator Service, Maintenance
and Monitoring
COUNCIL MEETING Date: February 3, 2021
Department: PW&U
Presenter: Tom Knuckey
Phone: (360) 473-2376
SUMMARY: The Maintenance Agreement for Elevator Service of Public Works & Utilities is due to
soon expire. This new contract addendum for a (5) five-year term extension is required and allowed
by current city contract No. 5543 with Otis Elevator Company for maintenance services. The
department requests approval of the contract addendum for five (5) years from February 28, 2021 to
February 28, 2026.
ATTACHMENTS: 1) Base Contract No. 5543; 2) Contract addendum for (5) five-year extension with
Otis Elevator Company.
FISCAL IMPACTS (Include Budgeted Amount): Funds are budgeted for the current budget year
and would be budgeted for the remaining term of the contract.
STUDY SESSION AGENDA: ☒ Limited Presentation ☐ Full Presentation
STUDY SESSION ACTION: ☐ Consent Agenda ☐ General Business ☐ Public Hearing
RECOMMENDED MOTION:
Move to approve the contract extension addendum with Otis Elevator Company; and authorize the
Mayor to finalize and execute the agreement with substantially the same terms and conditions as
presented.
COUNCIL ACTION: Approve Deny Table Continue No Action
Form Updated 01/02/2018
A2
AGENDA BILL G
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Av ard of Contract for Elevator Study Session Date: February 10, 2016
Equipment Systems Services and COUNCIL MEETING Date: February 17,2016
Maintenance to Otis Elevator Company of Department: Public Worlcs 8 Utili es
Seattle,WA Preser ter: Wayne Hamitton
Phone: (360)473-5207
SUMMARY: Call-for-Bids was prepared,advertised, distributed and received in accordance with
City of Bremerton bid procedures. Four bids were requested,one bid was received, read and
recorded.The bidder was Otis Elevator Company, Seattle,Washington for five(5)years from March
1, 2016 to March 1, 2021.The department requests approval of the Elevator Equipment Systems
Seroices and Maintenance contract.
ATTACHMENTS: 1)Otis Elevator Maintenance Contract; 2)Exhibit"B°City Building and Elevator
Listing; 3)Exhibit"C"Bid Proposal form from Otis Elevator Company
FISCAL IMPACTS(Include Budgeted Amount): Funds are budgeted for the current budget year and
would be budgeted for the remaining term of the coMract.Amourrt not to exceed$30,000.00 for the
year.
STUDY SESSION AGENDA: No Pnesentation D Full Presentation
STUDY SESSION ACT10N: Consent qenda General Business Public Hearing
RECOMMENDED MOTION: Move to approve the award of Elevator Equipment Systems Services
and Maintenance contract for City Facilities with Otis Elevator Company of Seattle,WA;and
authorize the Mayor to finalize and execute the agr eement with substantially the same tertns and
conditions as presented.
CAUNCIL ACTION: [.1f Approve Deny Table Co inue No Action
1 ated 01/07/15FortnUpd
S
I ' I 1 1
DATE: Octoher 29,2015
TO: FROM:
City of Bremerton Otis Elevator Company100OysterBayAvei315SouthI16'h Stree[, Suite 149Bremerton, WA 9831? Seattle,WA 98168
EQUIPMENT LOCATION:1e1'I Stuli
Various Phone: 206-78-61 12
Fax: 206-248-6401
PROPOSAL NUMBER: AFL372
E UIPMENT DESCRIPTION:
Number of Units Type of Units Manufacturer Customer Machine Numbers
Designation
Hy iraulic OTIS Elevator I,I,I ACC 435, ACQ436,
Company AC(431
Hyclrualic Schincller I ACQ4345HydraulicThyssenKrupp1,1,1,2,3 ACQ432, ACQ433,
ACQ437, ACQ438,
AC(439
OTIS MAINTENANCE
We propose to furnish Otis Maintenance on the equi ment ("Units") descrihed ahovc. Otis Mainten ince is a full
preventive maintenance service and repair intended to protect your investmcnt,cxtend equipment iife, an provi e a high
Icvel of perFormance and reliability.
OTIS MAINTENANCE MANAGEMENT SYSTEMsM
We will use the Otis Maintenance Management Syslem' reventive maintenance Program to deliver scrvice tailored to
your specific building needs. Equiprncnt type,component life, equipment usage, and huilding environrnent will be taken
into account by the OMMS`scheduling systcm, which will be used to nlan maintenance activities in advance. The Units
will be provided with devices to monitor equipment usage. We will use OMMS slandard work processes devcloped
an i continuously irnproved by Otis.
Uii ler this Cnfitrnct, we wrll maiirtai t/re Units nfr the fol/nwing tei•ms nnd co iditin s:
PERFORMANCE
MAINTENANCE
We will maintain the Units using trained rsonnel directly employecl ancl supervised by us. The maintenanee will
include inspection, luhrication, adjustment, and, il'conditions c r usage warrant, rcpair or replacemcn[ of the followingparts:
Contrciller parts, tielecro s and dispatching cyuirment, relays, solid-state components, transducers, resistors,
concicnsers, power amplil7ers, transformers, ecmtacts, Ica ls, clashpots, timing devices, computer and microcomputer
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM(01/30/13) Proposal#:AEH2O8 Pa Ge 1 of 9
devices, steel sclector tapes, mechanical and electrical driving equipment, signal lamps, and position indicatingequiment.
Door o erators, car door hangers, car door contacts, door protective devices, load weighing equipment, car frames,
car safety mechanisms, platforms,car and counterweight guide shoes including rollers and gibs, and emeraency carIighting.
Hoistway door interlocks and hangers,bottom door guides,and auxiliary door closing devices.
Machines, worms, gears, thrust bearings, drive sheaves, drive sheave shaft bearings, brake pulleys, brake coils,
contacts, linings,and component parts.
Motors, brush holders, and bearings.
Governor components, governor sheaves and shaft assemblies, bearings, contacts, governor jaws, deflector or
secondary sheaves, car and counterweight huffers, car and counterweight guide rails, car and counterweight sheave
assemblies, lop and bottom limit switches, governor tension sheave assemblies, and compensating sheave
assemblies.
Pumps, pump motors, operating valves, valve motors, leveling valves, plunger packings, exposed piping, above
ground plungers and cylinders,and hydraulic tluid tanks.
Escalator handrails, handrail drive chains, handrail brush guards, hanclrail guide rollers, alignment devices, steps,
step treads,step wheels, step chains,step axle bushings,comb plates, tloor plates, tracks,external gearing,and drive
chains.
Escalator upper drives, u per drive bearings, tension sprocket bearings, upper newet bearings anc! lower newel
hcarings,demarcation lights,and comb lights.
RELIABILITY
PARTS COVERAGE
If necessary,due to normal usage and wear,Otis will repair or replace any oF thc parts specitied abovc at their sole
ciiscretion, unless specifically excluded elsewhere in the contract.Any parts under this Contract requiring replacement
will hc replaced with parts selectecl by Otis.
PARTSINVENTORY
We will during tl e term of this Contract maintain a supply of Frequently used replacement parts and luhricants selected
hy Otis to mcet the specitic routine requirements of the Units. Any replacement parts stored in the macl ine room remain
our property until installed in the Units. We further agree to maintain a supply of r utine replacement parts available for
cxpress Ielivery in case oFemergencies.
QUALITY CONTROL
We will periodically conduct tield audits of ur personnel and the Units lo maintain yuality standards. Otis ficld
engincers will provide technical assistance, technical information, and Code consultation lo support c ur maintenance
urganization.
RESPONSIVENESS
24-HOUR DISPATCHING
We will, at your reyuest, provide you with acccss to eService and ur O'TISLINE 24-hour,year-round dispatchin
scrvice. In the event a Unit malfunction occurs hetween regular cxaminations, you will be ahle to place a service call on
Service or through an OT[SLINE custorner servicc representative, who will,at your reyucst,dispatch an examiner to
perform service. In the event Otis receives an emergcncy call I'rom he phone in the elevator and a passenger indica es a
need lor assistance,Otis shall attem t to contact a building representative I or an assessment of he situation and
authorization to respond to the call. If Otis is unable to reach a huilcling representative, Otis shall respond to the
crnergency call from the phone in the elevator. Thc visit will be treated as a Callback. It is your responsibility to: (a) have
a representative availahle to receive anci resrond to OTISLINE calls;and(b) maintain worhing telenhone equipment.
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM(01/30/13) Proposal#: AEH2O8 Page 2 of 9
COMMUNICATION
CUSTOMER REPRESENTATIVE
As a service to you, and at your request an Otis representative will be available to discuss with you your elevator needs
in the areas of modernization, traffic handling ability, recommendations and requirements of Code authorities,proper use
and care of the Units,and the UMMS°program. There is no additional charge For this consulting service, but by making
this service available to you,Otis does not assumes any duty to warn.
REPORTS—e*SERVICE
We will use the OMMS program to record completion of maintenance procedures. We will, at your request, provide
you access to e`Service via Otis.com. You will be able to access twelve (12) months of repair, completed maintenance
procedure and service call history for the Unit(s). You will be responsible for obtaining Internet access to use e*Service.
SAFETY AND ENVIRONMENT
SAFETY TESTS—HYDRAULIC ELEVATORS
We will conduct an annual no load test and annual pressure relief valve test.
FIREFIGHTERS'SERVICE TEST
f the cyui ment has firefighter's service, you assume responsibility for performing and keeping a record of any Code
required tests and I or the maintenance and funetioning and testing o1'the smoke and/or heat detectors.
SAFETY TRAINING
We will instruct our personnel to use aprropriate personal protcction eyuiprnent and follow safe work practices.
ENVIRONMENTAL PROTECTION
Utis en eavors to reduce generation of waste materials, to minimize risks to the environment, customers, the general
public ancl Otis employees, and to comply with all Federal and stnte environmental laws and rebulations. Material SaFety
Data Shcet(MSDS)Manuals are availahle f'or review at your rcquest.
You assume responsibility for removal oF wastes, incluciing bu[not lirnited to hydraulic oil,asbestos,etc.,as it is not part
oF this Contract.Otis can provide this service at addcd cost to customer.
MAINLINE DISCONNECTS
You agree to engage a qualitied electrician to service at least once annually the elevator mainline disconnects located in
the clevator equipmcnt room.
WORK SCHEDULE
NORMALHOURS
All maintcnance proccdures and repairs will be perlormed cluring our rcgular working hours of our re ular working clays
I'or the examiners who perform the service. All lamp and signal replaccments will he perl'ormed during regular
examinations.
For purposes of this Contract,a Callback is a response by Otis to a request for service or assistance made(a)by the
customer or cust mer representative,(b) hy the huilcling or huilding representative; (c)by emergency personnel;(d)
through he ADA phone line,und/or(e)through REM t monitoring system, for service or assislance,on an as ncedecl
basis,excluding regularly schedulecl maintenance.
Regular working hours: 8:00 AM—4:3(.)PM.
Regular wnrking clays: Monday—riday excluding holi lays.
OVERTIME
On Callbacks outside of regular working hours,Otis will absorb the worked hours at straight timc ratcs and you will he
charged for the overtime rremium portion only, including for travel time.
OWNERSHIP AND LICENSES
WIRING DIAGRAMS
You agree to provide us with current wiring diagrams retlecting all rreviously macle changes for Units covered hy this
Contr ict to facilitate proper maintenance oF the equipment. We shall maintain thc wiring diagrams so that they properly
rcllcct any changes madc hy ntis to the cyuipment. Thctie cliagrams will remain yc ur ro erty.
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM (01/30/13) Proposal#:AEH2O8 Page 3 of 9
OTIS SERVICE EQUIPMENT
Any counters, meters, tools, remote monitoring devices, or communication devices which we nay use or install under
this Contract remain our property, solely for the use of Otis employees. Such service equipment is not considered a part
of the Units. You grant us the right to store or install such service equipment in your building and to electrically connect
it to the Units. You will restrict access to the service equipment to authorized Otis personnel. You agree to keep the
software resident in the service equipment in confidence as a trade secret for Otis. You will not permit others to use,
access,examine, copy, disclose or disassemble the service equipment or the software resident in the service eyuipment
lor any purpose whatsoever. If the service is terminated for any reason, we will be given access to your premises to
remove the service equipment, including the resident soflware,at our expense.
OTIS SOFTWARE
Software owned by Otis may be emhedded in parts or othcrwise provided by Otis as part oF his maintenance agreement.
You have the right to use this sof tware only for operation of the units for which the part was provided. You may also
make a hackup or archival copy of the software,provided you reproduce the copyright notice and any other legend of
ownership on tl e copy. You may not otherwise copy,display,adapt, modify,distribute, reverse assemhle, reverse
compile,or otherwise translate the software. You will not transfer possession of the software except as part of a transfcr
of ownership of the Units and the assumption of the rights and obligations under this agreement by the transferee.
NON-OTIS SOFTWARE
You rctain your righ[s to any sol'[ware not provided hy Otis contained in the Units and agree to allow Otis to make onc
hackup or archival copy for you.
SERVICE TOOLS
You are responsible to secure our right to use any special service tools required to maintain your non-Otis equipment.
These tools must be provided prior to us beginning maintenance on such equirment.
THE UNITS
It is agreed thal we c10 not assume possession or control of the Units, that such Units remain yours solely as owner and
crator, Iessce,or agcnl of the owner or Icssee, and that you are solely responsihle for all requircmcnts imposed hy any
applicable law,code,ordinance or reaulation.
CLARIFICATIONS
This Contract does not cover car enclosures(including,but no[limited to, wall panels,Joor panels,car gates, plenum
chamhers, hung ceilings, lighting, light dil'fusers, light tubes and hulbs, handrails, mirrors and iloor coverings), rail
alignment, hoistway enclosures,hoistway gates, hoistway inserts and brackets, mainline disconnect switches,doors,door
Irames,sills, swing door hinges and closing devices,hclow ground or unexpose l hydraulic cylinders and plungers,
hurie or unexposed piping,escalator haluslrades,escalalor lighting or wedge guards. Without affecting our obligation to
provide s rvice under this Contract,you agree to permit us to train our pers nnel on Ihe Units.This Contract cloes not
cover computcr and microcomputer devices,such as terminal keyboards and display units that are not cxclusively
dedicated to the elevator system.This Contract does not cover telephones installcd by others, intercoms, heat sensors,
srnohe sensors,communications a uipment,or safety signaling eyuipment, or instructions or warnings in connection
with usc hy passengcrs.
We will not he reyuirecl: (i)to make any tests other than that as specilically set forth hercin; (ii)to make any
replaccments with parts of a different clesign or type;(iii)to make any changcs in the existing design of'the Units;(iv) to
alter, upclate, modernize or install new attachments to any Uni s, whether rocommended or directed by governmental
wthorities or by any U ird arty;(v)to make repairs or replacements necessitated by failures detected during or due to
testing of the Units or burie ur unexposed hydraulic cylinders or piping and(vi)to replace or repair any component or
system utiliring obsolete or discontinucd parts, including parts for which the original design is no lon er manufacture
hy the original equipmcnt manufacturers,or par[s wl cre the original itcm has heen replaccd by an item oFclifferent
clesign or is replaceable only hy fabrication;(vii)to provide reconditioned or used parts; (viii)to make any replacements,
renewals,or rerairs necessitatecl by reason of any cause beyond our control including, but not limited to, tire,explosion,
theFt, tloods, water, wcather,earthquake, vandalisrn, misuse, abuse, mischief,or rcpairs by others.
Yuu assume responsibility for the cost of correcting .ill Elevator Code violations existing on the date we enter into this
ContracL IF such Code vi lations or other outstanding salety violations are not corrected in accordance with this
Contract, Otis may with respect to the equipment not meeting Co le requirements cancel this Contract without penalty hy
rroviding thirty(30)clays wriucn notice.
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM (01/30/13) Proposal#: AEH2O8 Page 4 of 9
Neither party shall be liable for any loss,damage or delay due to any cause beyond our reasonable control including,butnotlimitedto,acts of government,strikes,lockouts,othcr labor disputes, fire,cxplosion,theft, Floods, water, weather,
earthquake, riot,civil commotion, war, vandalism, misuse,abuse, mischief,or acts of God.
We agree that we shall be liable for accidents ancl injuries to person or property to the extent it is caused hy the
negligence or willful misconduct of Otis or our employees. In all other ins[anccs,Customer shall indemnify,defend anclholdusharmlessgainstallclaims,damages, losses,costs,and expenses(including attorney's Fees and other litigation
costs)arising out of or connected with the use,repair, maintenance,operation or condition of the Equipment. We shall
naintain worker's compensation ancl employers' liability insurance covering our liability for injury or dea[h sustained byouremployees. You shall insure that all risk insurance upon the full value of the Work and maintain at no cost to us.
The Consultant shall procure and maintain for the duration oF the Agreement, insurance against claims Por injuries to
persons or damage to property which may arise from or in connection with the performance of the work hereunder by theConsultant, its agents, rcpresenlatives,employees,sub-consultants or sub-Consultants.
Before heginning work on the pro,ject describecl in this Agreement, the Consultant shall provide a Certil7cate ofInsuranceevidencing:
l.Automobile Liabilitv insurance with limits no less than $I,000,000 combined single limit ner acciclent forbodilyinjuryandpropertydamage;and
2.Commercial General Liabilitv insurance written on an occurrence hasis with limits no less than $l,(.)00,000
comhined single limit per occurrence and general aggregate for personal injury, hodily injury ancl propertyclamage. Coverage shall include hut not he limited to: blankc[ contractual; products/completed
operations/broad torm pro erty damage; explosion, collapse and undergrouncJ (XCU) iF applicahle; and
cmployer's liability;and
3.F.xcess Liabilitv insur nce with limits not less than I,000,000 limit per occurrence and ag regate.4.F'rofessional Liabilitv insurance with limits no less than$I,000,000 limit r occurrence/claim.5.llisk Insurance in a sul'licient amount to cover, until installed ancl acce ted by Customer, all materials owned
by Contractor but storcd in Customer's huilding.
Any payment of eductible or self-insured retention shall he the sole responsihility of the Consultant.
All requirect policies shall be provicled cm an "uccurrence" basis exeept professional liability insurance (iFrrquired), which may hc provided on a"clai ns-made"basis.
The Consultant's insurance shall he primary insurance as respects he City and it shall be an al lirmative
obligation upon Consultant to advise the City's Risk Manager by fax at (360) 473-5161, or hy certiFied mail, returnreceiptrequestedtoCityofI3remerton, attn: Risk Management, 345 6'h
Street, Suite 600, Bremerton, WA 98337 within
two days ol'the cancellalion, susre.nsion or substantive change of any insurnnce policy set out herein,and tailure to do soshallbeconstrucdtoheahreachoFthisAmement.
rhe City also rescrves its unqualifial right to require at any time and I or any reason, proof of coverage in the
form of a cluplicate of the insurance policy wilh all endorscments as cvidenre of cov r<ge.
Notwithstanding any other agreement or provision to the contrary, under no circumstances will either arty he liable for
any inclirect, special or consequenlial dama es of any kin i inclucJing, hu not limited to, lines or pcnaltia5, loss of prof7ts,Ic ss of rents, loss of good will, loss of business o ortunity, additional tinancing costs, or loss of use oF any cquipmentorprocrty, whe her in contract, tort,w rranty or othcrwise.
You agree ro provide uti unrestricted ready an 1 safe ciccess to all areas of the huildin in which any part of the Units are
located, to keep all machine rooms and pit areas free from water,stored materi ils,and dehris, to provide a sal e vork
place I r our personncl, to remove and remecliate any waste or hazardous materials in accordance with applicable laws
and regulations, and to provide a groundecl, 3-rong elcctrical system and proper lighting in the machine rooms an l pits.
Wc shall nc t he ohliged to perforrn until such unsafe condition has hecn ranedicd,
If any Unit is malfunctioning or is in a dangerous condition, you a rce to notify us as soon as possible using the 4-hour
OT[SLINE service. Until the prohlcm is corrected, you agree to remove the Unit f'rom service and take all necessaryprecautionstopreventaccessorusc.
OO OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM (01/30/13)Proposal#:AEH2O8 Page 5 of
You will provide written notice within twenty-four hours after occurrence of any accident in or about the elevator(s) to
us and if required by law, to any local authorities. You further agree to preserve replaced parts.
Escalator Units are designed only for transporting rassengers. For escalator Units,you agree to take all necessary
measures to prevent other items from being conveyed,so that features designed to protect passengers and prevent
property damage are not damaged. When stationary,escalators are to be properly barricaded and not to be used as stcps.
You agree to properly post, maintain, and preserve any and all instructions or warnings to passengers in connection with
the use of any Units.
In the event ol'an entrapment,Customer will call Otis and wait for a trained and licensed elevator mechanic to arrive,
except for a medical emerbency situation where it may be appropriate to summon a professional first responder such as
police or tirernen. Customer agrees that its agents,contractors,employees or representatives shall not attempt to extricate
any passengers from an elevator that becomes stalled within the hoistway.
Otis will not be requircd to make renewals or repairs necessitatcd by Ructuations in the huilding AC power systems,
adverse hois[way or machine room conditions(including temperature variations below 60 degrees and above 90 degrees
Fahrenheit),excessive humidity,adverse environmental conditions, water damage,rust, tire,explosion,acts of God,
rnisuse,c.r vandalism.
If this Agreernent is terminated prematurely for any reason,other than our own default, you agree to pay as liquidated
clamages,and not as a renalty,one-half(50/0)of the rcmaining amount due uncier this Agreemcnt.
Should this Agreement be accepted by you in the form oF a purchase order,the terms and conditions of this Agreement
will take precedence over those of the urchase order.
We will not be liable for any claim, injury,dclay,cleath or loss or prorerty resulting frorn telephone equipment Failure,
false alarms, interruption oF telephone service,or"no voice calls", i.e.calls From inside the eyuipmcnt to Otisline where
there is no verbal response to the Otisline operator.
ALTERATIONS
You will not allow others to makc alterations, a iditions,adjustments,or repairs to the equipment.
SPECIAL PROVISIONS
Notwithstancling any other provision herein to the contrary, lhe following provisions shall be applicable and govern in
thc cvent of contlict:
This program meets or excccds all reyuirements of ASME A 17.I-2010 Coc1e,Section 8.6 anci A.I I.
CONTRACT PRICE AND TERM
CONTRACT PRICE
Two thousand one hundred five dollars ($ 2,105.00 ) per month, payable Quarterly
PRICE ADJUSTMENT
The Contract Price will be a.justed on the effective date of uny labor rate adjustment under Otis 's contract with the
Inlernational Union of Elevaror Constructors(IUEC Contract)ro reticct incrcases or decreases in material and I hor
costs.
A. ;1'Iaterial
Two hundred ten dollars and fifty cents($210.50) c f thc original Contr ict Price vill he incrcascd or
decreased hy thc percent inerease or decrease shown hy the incicx of"Producer Commoclity Prices for Metals
and Metal Products"published by the U. S. De artment of Labor, Bureau of Statistics for the rrice ad.justment
month compared with the index on 07/O1/2015 which was 200.500.
13. Labor
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM (01/30/13) Proposal#:AEH2O8 Pase 6 of 9
One thousand eight hundred ninety-four dollars and fifty cents($ ],894.50)of the original
Contract Price will be increased or decreased by the percent increase or decrease in the straight time hourly
lahor cost under the IUEC contract on Ol/Ol/2015 which was 83.796.The phrase"straight time hourly labor
cost"means the sum ol'the straight time hourly labor rate plus the hourly cost oF frinae benef'its paid to elev tor
cxamincrs in tlie locatity where lhe equipment is to be maintained.
TERM
The Commencement Date will be 3/1/2016.
The Term of this Contract unless modified undcr the extended term below, will be for five (5)years beginning on theCommencementDate.
An addition l tive year term may bc agrecd upon by parties in advance of expiration cla[e of the initial five year term.
PAYMENTS
13eginning on the Effective Date, payments will be due and payable on or bel ore the lirst day oF the contract year in
which services are rendcred heginning on the Commencement Date.
The method of'payment will be by check.
The work shall he performed for the agreed pricc rlus any applicable sales,excise or similar taxes as reyuired by law. In
aclJition to the agrecd price, you shall pay to us any future a plicable tax imposed on us,our suppliers or you in
connection with the performance of the work described.
You agrce to pay a late charge from the date such sums hecome due oF one ancl one-half rercent(I.5/0) per month,or the
highest Icgally p nnittcd ratc, whichever is less,on any halancc past duc for more than hirty(30)days, together with all
costs (inclucling,but not limited to, attorneys' lees) incurre by us to collect overdue amounts.
Failure to pay iny sum due by you within sixty(60)days will be a rnatcrial brcach. We may at our option declare all
sums due or to become due for the unexpired tcrm irnme liately duc and payable as liyuidatcd damagcs,and unlil the
same are paid be discharged from Further obli ations under the contrnct.
O OTIS ELEVATOR COMPANY, 2011 All Rights Reserved LiNX Form MNT-OM(01/30/13)Proposal#:AEH2O8 I'age 7 of 9
contained herein will exclusively govern the services to be provided. We do not give up rights under any existing
contract until this proposal is fully executed. This Contract may not be changed,modified,revised or amended unless in
writing signed by you and an authorized representative of Otis. Further, any manual changes to this form will not be
effective as to Otis unless initialed in the mar in by an authorized representative of Otis.
THIS QUOTATION is valid for ninety(90)days from the proposal date.
Submitted by: Jeff Stull
Title: Account Manager
E-mail: jeff:stull@otis.com
Accepted in Duplicate
CUSTOMER Otis Elevator Company
Approved by Authorized Representative Approved by Authorized Representative
Date: i lj o Date: 1 y'(ZGI
Signed: Signed:
Y•-o .
Print Name: Print Name:
Sua.. o.
Title Title Genefal Manager
E-mail: lXQilJ0 0' l•/L/JIP/l.l Q.6GS
Name of Company O
T(Principal,Owner or uthorized Representative of Principal or Owner
Agent:
Name of Principal or Owner)
OTIS ELEVATOR COMPANY,201 I All Rights Reserved[.iNX Form MN'I'-OM(01/30/13)Proposal#:AFL372
Pagc 8 of 9
BILL TO INFORMATION
Company Name:
I T`/ J n
Address:
L c t,2;'{s
Aad ess 2. .
D OyS'% y`;i! /
c ry:
State:
Cd-
Zip Code:
3 J
ACCOUNTS PAYABLE CONTACT
Name:
IZ.LiA-rn 1
Phone Number:
E—/''7.a-lo
Fax Number:
r— - 5 . 0
E-mai I:
r tl!-Z i A-m -i.c C i.t3,sri 2Tan,:lJ{, vs
TA STATUS
Are you tax exempt? Yes No
Ifyes,please provide tax exemp ' ate
Do you require a Purchase Order be listed on your invoices? Yes No
Ifyes,please provide contact info for PO renewal:
Name:
yl-;r S /1 0`7!/-/r'i
Fax:
o- -13 53 0
Phone:
L/" - ;16
E-Mail: n
Y-G s' /Y o TT!!z C C i..3s?'n i r•.. LlI I, (S
Vould you like Otis to automatically debit your bank account for your maintenance invoices? Yes No
Ifyes, please provide blank check for bank routing and account information.
OTfS fLEVA'fOR COMPANY,201I All Rights Rescrved[.iNX Form MNT-ON1(Ol/30/13)Proposal#:APL372
I'ase 9 of 9
Otis Elevator Company
3315 South 116"'Street,Suite 149
Seattle,WA 98168
206)243-8100
November 4, 2015
City of Bremerton
100 Oyster Bay Ave N.
Bremerton, WA 98312
Elevator Equipment Systems Service and Maintenance— Bid Solicitation
We appreciate the opportunity to bid elevator maintenance for the City of Bremerton. Please
see the attached bid form. Our Otis Maintenance Agreement is attached as a part of "Exhibit C".
All terms and conditions set forth in the City of Bremerton bid solicitation form overwrite terms
and conditions set forth the in Otis Maintenance Agreement. All other terms and conditions are
established within "Exhibit C" of the Otis Maintenance Agreement.
Sincerely,
Jeff Stull
OTIS Elevator Company.
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City of Bremerton
BI D SOLICITATION
Elevator Equipment Systems
Services & Maintenance
The City of Bremerton is seeking written comparable bids for effective, affordable and
professional ELEVATOR EQUIPMENT SYSTEMS SERVICES AND MAINTENANCE.
The services company must have specialized experience,capability and technical expertise in
commercial property passenger elevators, freight elevators and other conveyance systems.
The services company will be required to provide all services and maintenance as outlines in
Exhibit A, scope of work and technical specifications.
Interested service companies may be asked to provide work experience, past performance,
certificates of insurance and references from the local region for similar service and
maintenance.
The City Representative is:
Chris Mottner, Inventory/Facilities Division
Phone: (360)473-2316
Fax:(360)473-5360
Email:chris.mottnerCa ci.bremerton wa us
Additional information can be provided upon request.
WRITTEN BIDS FOR ELEVATOR EQUIPMENT SYSTEMS SERVICES AND MAINTENANCE ARE REQUIRED BY
OCTOBER 7,2015.
If uninterested, unable to meet requirements or unavailable to submit a bid, please respond with
rNO BID.
Bids are to be mailed to:
City of Bremerton Public Works& Utilities
Attn: Chris Mottner
100 Oyster Bay Ave N.
Bremerton,WA 98312
r
Exhibit "A"
j,
Scope of work and technical specifications for Elevator Equipment Systems
Services and Maintenance.
1. Service Requirements
The Contrador shall:
A. Have experience managing conveyance-maintenance contracts with large
Industrial, Commercial or Municipal buildings.
B. Furnish all necessary labor, equipment, supplies, materials and other accessories
and services for the full service maintenance and inspection of the elevators at
the City of Bremerton facilities, as shown on Exhibit "B", in strict accordance with
the specifications,terms and conditions of the Request for Proposals (RFP), as a
minimum.
C. Have available and be responsible for supplying all required tools, equipment
and supplies both general and special,to properly maintain the equipment in
good and safe operating condition as required by this contract.
D. Have a minimum of ten (10)years' experience performing and maintaining
comparable equipment as specified in Exhibit "B."
E. Maintain all elevators and equipment in accordance with all requirements of the
ASME,A-17.1 latest edition or revisions frequencies and other applicable codes
and regulation requirements.
F. Abide by all existing laws, codes, rules and regulations set forth by all applicable
authorities having jurisdiction where the work is being performed. Safety of City
employees, staff and the general public is a priority.
G. Provide a 24-hour telephone monitoring and emergency call service. Attach
company's call service policy to Exhibit "C" bid proposal, for review.
2. Maintenance Requirements
A. Preventive Maintenance Program, performed on a regularly scheduled basis.
Attach company's Maintenance Program description or document to Exhibit "C"
bid proposal.
Page i of 3
B. Full coverage parts repair and replacement. Attach compan s policy to Exhibit
C" bid proposal.
C. Maintenance Control Program.Attach company's written Maintenance Control
Program to Exhibit "C" bid proposal, state required.
D. Quality Assurance. Attach company's quality assurance policy to Exhibit"C" bid
proposal for review.
3. Hours of Work
A. All routine maintenance service and scheduled repairs will be performed during
normal business hours. Monday through Friday, 8:00 AM to 4:00 PM except City
recognized holidays.
B. All work performed before or after normal business hours or days will be
overtime" and will require authorization to precede by the City's representative
or his/her designee.
C. Some major service or repairs may require scheduling with the City's
representative or his/her designee. Periodically, events or other required City
business may impede service and maintenance.
4, Citv Contact List
A. Chris Mottner, Inventory/Facilities Supervisor(City Representative)
Phone; (360) 473-2316, E-mail: chris.mottner(ci.bremerton.wa us
B. Colen Corey, Lead Facilities Service Specialist
Phone: (360) 473-5335, E-mail: colen.corevC ci.bremerton wa us
C. Customer Response Dispatcher(24 hour message phone)
Phone: (360) 473-5920
Notification will be required for any elevator taken out of service for any period over
four hours.
5. Additionalltems
A. All elevator equipment models;types and serial numbers have been provided for
reference in Exhibit"B" for bidding purposes, but verification by the contractor is
recommended.
B. Annual price adjustments; list company's annual price adjustment policy and
attach to Exhibit"C" bid proposal.
C. The City of Bremerton will be closely involved with the quality and level of
maintenance service of the elevators; listed on Exhibit "B."The City of
Page 2 of 3
Bremerton and the elevator equipment maintenance provider will meet
regularly to discuss and review repair and performance reports on the service
level and operations of the elevators.
6. Term
A. Elevator equipment maintenance and services will be for a five (5)year period,
beginning upon formal award of contract.
B. An additional five (5)year optional extension term may be offered and
negotiated by both parties.
7. Bid Determinations
A. Service/maintenance costs per each location, as listed in Exhibit "B" will be
considered in lowest bid determinations.
B. Interested companies may be asked to provide work experience, past
performance,certificates of insurance and references from the local region for
similar maintenance and services.
C. Proposals, costs per location, service and compan s maintenance requirements,
policies and practices will be considered and will influence bid determinations.
D. The City will be seeking comparable bids for effective, affordable, reliable and
professional elevator equipment systems services and maintenance.
E. All bid proposals will be received, reviewed, evaluated and checked by a City
selection panel for this required City facilities service.
F. All interested bidders must consider Washington State prevailing wage rates for
Public Works contracts, see Appendix I, and comply if applicable.
G. Fill out proposal submittal form, bid proposal and provide additional documents
and policies for lowest/best bid determinations.
Page 3 of 3
4i Exhibit"B"
Bid Proposal
Building Locations and Elevator Listing
1) Conference Center/Harborside Facilitv 100 Washin ton Avenue
a) Passenger Elevator#1, Conveyance#17230
i) Conveyance type: PRH
ii) Number of Landings: 6
iii) Manufacturer:Thyssen Krupp
iv) Model#TAC-20
v) Serial #ER-2849
vi) Year Installed 2004
b) Passenger Elevator#2, Conveyance#17231
i) Conveyance type: PRH
ii) Number of Landings: 6
iii) Manufacturer:Thyssen Krupp
iv) Model#TAC-20
v) Serial #ER-2850
vi) Year Installed 2004
c) Freight Elevator#3, Conveyance#17225
i) Conveyance type: PH
ii) Number of Landings: 6
iii) Manufacturer:Thyssen Krupp
iv) Model#TAC-20
v) Serial #ER-8629
vi) Year Installed 2004
2) Municipal Courts Buildin 550 Park Avenue
a) Passenger Elevator#1, Conveyance#10642
i) Conveyance type: PH
ii) Number of Landings: 2
iii) Manufacturer: Otis
iv) Model#5620
v) Serial #22204
vi) Year Installed 1995
Page 1 of 3
3) Downtown Parkin Facilitv 405 Washin ton Avenue
a) Passenger Elevator#1, Conveyance#01267
i) Conveyance type: PH
ii) Number of Landings: 5
iii) Manufacturer:Thyssen Krupp
iv) Model #TAC-22
v) Serial #FV-2228
vi) Year Installed 2006
4) Naval Museum/Fountain Room Facilitv 251 First Street
a) Passenger Elevator#1, Conveyance#20225
i) Conveyance type: PH
ii) Number of Landings: 3
iii) Manufacturer:Thyssen Krupp
iv) Model#TAC-20
v) Serial #EW-1762
vi) Year Installed 2006
5) Park Avenue Plaza Gara e
a) Passenger Elevator#1, Conveyance#109673
i) Conveyance type: PH
ii) Number of Landings: 3
iii) Manufacturer:Schindler Elevator Corporation
iv) Madel #EZB 217
v) Serial #SMG1136697
vi) Year Installed 2011
6) Police Station, 1025 Burwell Street
a) Passenger Elevator#1, Conveyance#05652
i) Conveyance type: PH
ii) Number of Landings: 3
iii) Manufacturer: Otis
iv) Model # LRV3-2500
v) Serial #273695
vi) Year Installed 1984
Page 2 of 3
7) Waste Water Treatment Plant 1600 Ovster Bav Avenue S
a) Passenger Elevator#1, Conveyance#5517
i) Conveyance type: PH
ii) Number of Landings: 3
iii) Manufacturer:Otis
iv) Model#334
v) Serial#270858
vi) Year Insta led 1983
Page 3 of 3
EXHIBIT"C"
BID PROPOSAL
ELEVATOR EQUIPMENT SYSTEMS SERVICES AND MAINTENANCE
CITY OF BREMERTON
NOTE: Due to the varied City Departments and funds included within the elevator Services
proposal, each location will be bid separately,cost per vear.
SERVICE/MAINTENANCE COST PER EACH LOCATION LISTED,TOTALS WILL BE CONSIDERED IN
LOWEST BID DETERMINATIONS.
1. Conference Center/Harborside Facility.......................................................$9,780.00
2. Municipal Courts Building. ............................................................................$2,580.00
3. DowntownParkingFacility............................................................................$2,580.00
4. Naval Museum/Fountain Room Facility...............:.......................................$2,580.00
5. Park Avenue Parking Garage..........................................................................$2,580.00
6. Police Station .................................................................................................$2,580.00
7. Waste Water Treatment Plant.......................................................................$2 580.00
I
i; ti:
S9_i'k.'?'r';•'};';''.1,. e•:,{%'r Tp '":.
1',i 1y- .. :.s.x . .
Proposal Submittal Form
Contractor OTIS Elevator Company
Firm Name United Technologies Company
Address 3315 South 116th Street, Suite 149, Seattle, WA 98168
Phone Number 206-243-8100 Fax Number 206-248-6401
NameofPreparer Jeff Stull
Signature of Rreparer
Bremerton Business License# 06840
Washington State Contractors# OTISEEA9650T
IRS TIN/SS# 13-5583389
UBI# 178-000-879
Any other licenses that may pertain to this bid, please list below for consideration:
Bidders, please fill out all applicable information on this proposal submittal form.
ELEVATOR EQUIPMENT SYSTEMS SERVICES AND MAINTENANCE
CITY OF BREMERTON
Appendix I
WASHINGTON STATE PREVAILING WAGE RATES
FOR PUBLIC WORKS CONTRACTS
NOTES:
1. This contract or agreement may be required to include the state prevailing wage determination
from the Washington State Department of Labor and Industries.The contractor shall comply
with such state determinations for services,if applicable.
2. Any questions regarding the state prevailing wage determinations should be addressed to:
Department of Labor and Industries, Prevailing Wage Section,925 Plum Street,Olympia,
Washington 98504,or call(360)902-5335.
3. Prevailing wage rates may not apply to fire alarm,security alarm system testing,review State of
Washington prevailing wage rates to determine what and if prevailing wage rates apply.
http://Lni.wa.ov/prevail i nQwa e
Form Created 5/4/15
INFORMATION ONLY ITEM
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Discussion regarding Potential
Zoning Code Amendment to allow two (2)
Accessory Dwelling Units (ADUs) per Single
Family Lot (Information only)
Study Session Date: January 27, 2021
Presenter: Allison Satter, DCD
Phone: (360) 473-5845
SUMMARY:
The request is for Council to provide direction to staff on how the Council would like Staff to proceed
regarding the Zoning Code Amendment to allow two Accessory Dwelling Units per single-family
home lot.
The Planning Commission recommended Zoning Code Amendments to the City Council to
encourage the construction of more ADUs by removing code impediments (as identified by the City’s
Infill Toolkit). The Council already adopted most of those amendments to the ADU code on
December 16, 2020 via Ordinance 5410. The code amendments that were passed are: revise the
maximum size limitations, reduce the design criteria, amend the parking requirement, remove the
owner occupancy requirement, and allow certain nonconforming structures to be converted for use
as ADUs.
The remaining item that Planning Commission recommended is the provision that would allow two
ADUs on a single-family lot, versus the current code that only allow one ADU.
HANDOUTS: 1) Staff Memorandum; and 2) Power Point Presentation Added
STUDY SESSION AGENDA: ☐ No Presentation ☒ Full Presentation
A3
Updated
To: City Council
From: Allison Satter, Planning Manager
Date: January 20, 2021
Subject: Zoning Code Amendment: Allowing Two Accessory Dwelling Units (ADU)
SUMMARY
On December 16, 2020, the City Council adopted Ordinance 5410, which amended the Zoning
Code to remove impediments to allow the construction of more Accessory Dwelling Units
(ADUs). The Council adopted 5 of the 6 Zoning Code items that the Planning Commission
recommended.
The Council did not approve the proposal to allow two ADUs per single-family home lot.
However, Staff received guidance from Council that this amendment item should come up for
re-consideration.
Staff is requesting that Council provide direction on how to proceed with the Zoning Code
proposal.
Example of two ADUs on a property
DEPARTMENT OF
COMMUNITY DEVELOPMENT
MEMORANDUM
Memo for Two ADU Proposal
⚫ Page 2
Why should the City remove impediments for ADUs?
The increasingly tight housing market means fewer affordable housing units available citywide;
and the COVID-19 emergency only makes the housing shortage problem more acute. ADUs are
one way to provide infill housing without significant investments in new infr astructure to support
housing growth.
The City, and the region, is having a housing shortage. Per the City’s Affordable Housing
Recommendation Report, the City of Bremerton needs to see the construction of a little over
500 units per year to keep up demand . In 2020, 345 housing units were constructed city-wide.
As 2020 contained specific and unforeseen challenges, we also examined data from 2019. That
year, 367 housing units were constructed City-wide. These last two years, the City has seen
record-breaking years for construction, and yet we are still over 150 units/year short of what is
needed.
The City has only permitted 24 ADUs in 14 years (about 2 ADUs a year). The map below shows
where ADUs have been located throughout the City.
As the City has permitted so few ADUs, this housing type has, thus far, barely helped alleviate
the housing shortage. The Council and Planning Commission saw this and approved the Zoning
Code amendments last year, with the goal to encourage the construction of more ADUs. This
further proposal to allow two ADUs is the next step to encourage the development of more
housing units to help address our chronic shortage.
Other jurisdictions have also recently relaxed their ADU codes. Here is a summary of their
development patterns:
• Seattle (population of 740,000) passed ADU reforms in July 2019, ADU production
roughly tripled, from ~150 per year to ~500 permit applications in 2020 .
Memo for Two ADU Proposal
⚫ Page 3
• Tacoma (~population of 218,000) passed ADU reform s in May 2019, permit applications
rose from an average of 6 a year to over 100 per year (108)
• Portland, Oregon (population of 650,000) passed ADU reforms in 2010, its ADU
production rose steadily from 45 per year to a peak of 545 per year in 2016.
• California extended statewide ADU reforms in 2018, permits r ose from 6,000 in 2018 to
16,000 in 2019.
Should the City allow more ADUs?
The Sightline Institute has created a helpful summary for the benefits that ADUs can bring:
• Our City, and region, is experiencing a housing affordability crisis. Our community needs
more housing for renters, across the income spectrum.
• Many cities dedicate the majority of residentially zoned land to single-detached houses
that are increasingly financially out of reach for many households. Due to their smaller
size, accessory dwelling units can provide a more affordable housing option in those
single-family zones.
• Localities can start to correct for historic economic and racial exclusion in single-family
zones by opening up these neighborhoods to more diverse housing types, includi ng
accessory dwelling units, that provide lower cost homes. Increasing housing options in
expensive, high-opportunity neighborhoods will give more families access to schools,
parks, and other public amenities otherwise accessible to only the wealthy.
• Accessory dwelling units are frequently rented below market rate, providing additional
affordable housing options for renters.
• Accessory dwelling units can also help to provide housing for very low -income
households. More than ten percent of accessory dwel ling units in some areas are
occupied by tenants who pay no rent at all; among these tenants are grandparents, adult
children, family members with disabilities, friends going through life transitions, and
community members in need. Accessory dwelling units meet the needs of these people
who might otherwise require subsidized housing space and resources.
• Homeowners who add an accessory dwelling unit may benefit from added income and an
increased sense of security.
• Encouraging localities to adopt measures tha t spur accessory dwelling unit construction
would create jobs as the state recovers from the COVID -19 economic shutdown.
• Accessory dwelling units provide environmental benefits. On average they are more
energy efficient than single-detached houses, and they incentivize adaptive reuse of
existing homes and materials.
• Siting accessory dwelling units near transit hubs, employment centers, and public
amenities can help to reduce greenhouse gas emissions by increasing walkability,
shortening household commutes, and curtailing sprawl.
Memo for Two ADU Proposal
⚫ Page 4
Proposal: Two ADUs per Parcel
1. Change the maximum number of ADUs per lot :
The existing code limits the maximum number of ADUs per lot to one (1), either attached
or detached.
The amended code as recommended by the Planning Commission raises this limit to two
(2) ADUs, either two attached, two detached, or one attached and one detached. The
Planning Commission’s decision was based on public comment that was supportive of
multiple ADUs on a parcel, as well as the example of neighboring cities that have
introduced similar ADU standards. The City of Seattle currently allows up to two ADUs
per lot, as does Kirkland. Looking further, the State of California now permits up to two
ADUs statewide on all family zoned for low density residential uses.
While this amendment would allow one additional dwelling unit on lots where ADUs are
currently an allowed use, all structures and development would still be required to comply
with the development standards of the underlying zone. For example, in the Low Density
Residential (R-10) zone, all development must comply a maximum development
coverage on the lot of 60%, setbacks, and maximum height of no more than 35 feet .
Also, as current code allows an ADU to not provide an additional off-street parking space,
the Planning Commission’s recommendation was to require a single off-street parking
space be required for the second ADU.
On December 16, 2020, the Council President did request that the second ADU be tied to
an affordability component, potentially similar to City of Seattle’s current code. This is
beyond the scope of the Planning Commission recommendation. At this study session,
Staff would like to know if an affordability component i s what Council would like to see in
the next proposal to allow two ADUs?
Example of two ADUs on a property
Memo for Two ADU Proposal
⚫ Page 5
What are other cities ADU regulations?
Loosening development restrictions for ADUs is an important tool that the city can utilize to
provide a variety of housing types and income sources for the public. Both nationally and within
Washington, providing more ADU flexibility is becoming increasingly utilized . Over the next three
pages is a table showing what regulations other jurisdictions are implementing:
Jurisdiction
Required to
be Owner
Occupied?
Size? Parking
Required? Design criteria? How many ADUs
per lot?
Seattle
(amended
2019)
(population
754,000)
No 1000 sf
maximum None None
Two- either
attached or
detached in all
single family
zoned homes.
Second ADU must
be green
construction or
affordable.
Tacoma
(amended
May 2019)
(population
218,000)
No
85% of the
principal unit
not to
exceed
1,000
square feet
None
Generally match
the main house in
materials
One
Kirkland
(amended
March 2020)
(population
93,000)
No 1,200 sf
maximum
None for first
ADU, one for
second
Entrance should
be secondary in
appearance
Two- either
attached or
detached. No
affordability
requirements.
Burien
(amended
December
2019)
(population
52,000)
No
Detached:
800 square
feet
Attached:
1000 square
feet
No parking
required for
ADU if within
a ¼ mile of
transit stops
Additions shall be
consistent with the
existing design
features,
detached ADUs
shall match or
compliment SFR.
Two – one type of
each attached and
detached. No
affordability
requirements.
Memo for Two ADU Proposal
⚫ Page 6
Jurisdiction
Required to
be Owner
Occupied?
Size? Parking
Required? Design criteria? How many ADUs
per lot?
Poulsbo (not
recently
amended)
(pop. 11,000)
Yes – 6
months
800 sf
maximum
Yes, one
space
ADU should be
consistent in
appearance with
primary house
One
Bainbridge
Island (not
recently
amended)
(pop. 25,000)
No 900 sf
maximum
One for ADU,
plus required
SFR parking
Must be designed
to maintain
appearance of
SFR
One
Port Orchard
(amended
August 2020)
(pop. 15,000)
Yes – year
round
Attached:
40% of SFR
+ ADU, or
1000 sf,
whichever is
greater
Detached:
40% of SFR,
or 1000 sf,
whichever is
greater
None for
ADU,
required SFR
parking must
be present
Consistent in
materials and
design to the SFR
One
Kitsap
County (not
recently
amended)
(pop.
260,000)
Yes, year
round
50% of SFR,
or 900 sf,
whichever is
smaller
One No design
requirements. One
Vancouver,
WA
(amended
2017)
(pop.
184,000)
No 800 sf
maximum None
ADU should be
architecturally
compatible with
existing building
One
Memo for Two ADU Proposal
⚫ Page 7
Jurisdiction
Required to
be Owner
Occupied?
Size? Parking
Required? Design criteria? How many ADUs
per lot?
Portland, OR
(amended
March 2019)
(pop.
655,000)
No
75% of the
principal unit
not to
exceed 800
square feet
None
ADUs taller than
15 feet must meet
design standards
One
Bremerton
(current)
(pop. 41,000)
No
1000 square
feet or 60%
of the
principal
unit,
whichever is
larger
None
ADU must match
or complement
the principal unit
One
Bremerton
(proposed) No change No change
None for first
ADU, one
space must
be provided
for second
ADU.
No change
Two- either
attached or
detached
DISCUSSION: TWO ADUs
Zoning Code Amendment
Presenter: Allison Satter, DCD
City Council Study Session 1/27/2021
Presentation Overview
◦Staff has prepared 4-ish different options for Council
feedback
◦Council should give direction to staff on how to
proceed regard 2 ADUs
Where We Left Off
◦Council has determined that ADUs are an important housing option to
address the City’s housing shortage and unanimously adopted
changes in December 2020 that revised ADU standards for:
◦Maximum Size
◦Reduce Design criteria
◦Eliminated Parking and
◦Removed owner-occupancy requirement
◦Council left one of the Planning Commission’s recommendations for a
discussion later: TO ALLLOW TWO ADUS
Option 1 –Do nothing
Code remains as it is today
◦The City would continue to allow 1 ADU on every single -
family lot
Option 2 –Adopt PC Recommendation
Adopt Planning Commission recommendation:
◦Allow 2 ADUs on any single-family lot (versus 1)
◦Require an additional parking space for the 2nd ADU
Seattle Code
Allows 2 ADU in all single-family zones
The second ADU must meet either:
◦Be an affordable unit reserved for income-eligible households
◦households that don’t make more than 80% AMI, and their rent/utilities is
no more than 30% of their household income
◦Green Building Standards (build your building so it saves resources and
promotes renewable, clean energy)
Option 3A –Adopt PC Recommendation
with Modification for Affordability
Add affordability requirement standards:
◦If a second ADU is proposed, one of the ADUs must be affordable to low and moderate income
households.
◦‘Affordability’must be defined*
◦Households that make less than 80% of AMI, with rent/utilities that doesn’t cost more than
30% of the household income
◦12-year* commitment
*The numbers on the slide are based on MFTE standards. Council can determine other values
Option 3B –Adopt PC Recommendation
with Modification for Green Building
Add Green Building Standard for the construction of the
second ADU
◦Sustainable Resources
◦Energy System
◦Passive Solar Design
◦Water Management
Option 3A+B –Adopt PC Recommendation
with Modification for Affordability or Green
Building
Be similar to Seattle’s Code –
if 2nd ADU is constructed choose either:
◦Affordability component
or
◦Green Building Standard
Option 4 –Council Proposals
Another proposal that allows 2 ADUs that has
not been outlined in this presentation
Summary of options
1……..Do Nothing
2……..Allow TWO ADUs (PC Recommendation)
3A……Allow TWO ADUs with an affordability requirement
3B……Allow TWO ADUs with a Green Building Standard
3A+B..Allow TWO ADUs with either Affordability or Green Building Standard
4……..Council Proposal?
Staff is available for questions and to receive direction
I grew up in a garden unit on an African and Caribbean
block of Rogers Park. As a kid, my block felt alive. The
Jamaican elders would give me life advice as I greeted them,
Nigerian parties would take over the apartments above us, and
the smell of my family ’s Ethiopian cooking would make our
neighbors wish they could join our home for dinner.
Although our rent was cheaper than our neighbors, we had the
largest apartment in the building. Having a space that we could
call our own for family gatherings, mournings, and celebrations
gave my family a sense of pride and comfort. Just as diverse as
the cultural backgrounds of the residents, the buildings on my
block were a mixture of four-flats, courtyards, rowhomes, and
classic bungalows. If I wanted to admire Chicago architecture,
Jawanza Malone, executive director of the Kenwood-Oakland Community
Organization and a Bronzeville resident. Photo courtesy of courtesy of
Chicago Lawyers Committee for Civil Rights
Residents and activists discuss what
legalizing accessor y dwelling units
could really mean for the f ight over
equitable and affordable housing
PUBLISHED ON JUNE 23, 2020
T he Promises and Pitfalls of
Accessor y D welling Units
BY DAVID ZEGEYE
Menu
I just had to step outside of my apartment. More importantly,
though, I was happy to have a home.
The garden unit I grew up in is unfortunately considered
illegal across many parts of Chicago. These forms of housing,
along with other accessory dwelling units (ADUs) such as
coach houses and attic units, have long been a part of the city’s
urban fabric. Their smaller size have helped them ser ve as
naturally occurring forms of affordable housing. As rents have
been rising in Hyde Park, I now live in a coach house built in
the early 1900s because it is one of the few apartments I can
afford.
ADUs have been banned since the 1950s due to fears of
overcrowding. Unfortunately, the more recent trend of housing
loss has exacerbated the practice of unpermitted units across
the city. This has been particularly true in Pilsen and Little
Village, where residents who need affordable rent have to live
with safety concerns and fears of getting evicted by city
inspectors. There has been a citywide push to re-allow ADUs
as a way to increase the affordable housing stock. An ordinance
was introduced to City Council last month proposing that
ADUs be allowed as-of-right across most of Chicago.
Department of Housing (DOH) and Department of Planning
and Development (DPD) commissioners Marisa Novara and
Maurice Cox spoke at the 11th Annual Woodlawn
Community Summit in early March about how ADUs could
benefit Woodlawn. As the Obama Presidential Center has
been driving concerns around gentrification and housing
prices, they discussed ADUs as an “incremental way to gently
insert density” while increasing affordability in the
neighborhood.
However, the definition of affordability is relative, and the
price of new units is not guaranteed to be affordable to
residents in different parts of the city. The city’s ADU
ordinance would require that half of converted basement and
attic units are affordable to residents making 60% of the area
median income (AMI), which ranges from $38,000 to
$72,000, depending on family size. While this would be
affordable to a household in Lakeview, these rates would be
unaffordable to most households in Woodlawn, since sixty
percent of citywide AMI is significantly higher than the
neighborhood’s median income.
Much of the discussion around ADUs has focused on
legalizing and constructing them, with little discussion of their
impact on (and potential for) the South Side. 35th Ward
Alderman Carlos Ramirez-Rosa has even argued that ADUs
should be referred to more colloquially as coach houses or
garden apartments, to better reach residents.
In turn, I inter viewed local residents and community leaders
across the South Side so they could share their thoughts on the
matter.
Bronzeville, Kenwood, and Oakland
I met with Jawanza Malone, Bronzeville resident and executive
director of the Kenwood-Oakland Community Organization
(KOCO), a grassroots organization that advocates for low-
income and working families. Jawanza has fought for
affordable housing for low-income residents and is familiar
with ADUs both in concept and in practice.
Jawanza discussed how ADUs already exist on the South Side,
though they are banned in most neighborhoods due to zoning
limits. “People are already living in illegal basements, illegal
coach houses, because people need somewhere to live, and
that ’s what has been available at affordable rents because
people knew they were illegal.” Jawanza mentioned the
possibility that even if ADUs were legalized across the city,
landlords would still offer them at lower quality than other
units. “What happens when we have substandard conditions
we’re asking people to live in? It seems like it creates more
problems than it actually solves. I don’t think that ’s the way for
us to go.”
Jawanza expressed skepticism that ADUs will be affordable for
low-income Black residents. “The idea, also, that we’re gonna
have this watershed moment in terms of providing housing for
people by opening us the basement units and coach houses is
just ridiculous. As far as we know now, there’s a deficit of
182,000 units. We’re not gonna get there by opening up
basements and coach houses.” He argued that because real
estate interests have marketed ADUs as affordable options for
cities across the countr y, affordable housing activists are
gaslighted into supporting them if they vocalize their concerns
or opposition.
As we continued talking, we got to the discussion of
gentrification across the mid-South Side. Over forty percent of
residents make less than $25,000 in the area, while much of
the new construction is for homes being sold over $500,000.
Jawanza expressed concern that renovations which add ADUs,
or bring unpermitted ones up to code, would not mitigate the
displacement of low-income Black residents, since if ADUs
became legal, landlords could charge pre-existing units the
same rent as other apartments in the building.
Englewood
Ashley is a recent college graduate from Englewood and has
lived across different parts of the community. Her family now
lives in a two-flat, a staple of the neighborhood’s housing
stock, with a garden unit and a coach house in the rear.
Chicago’s DOH sees ADUs as a way for “multi-generational
households to remain close” while reducing crowding. Now
that she has graduated, Ashley has been wanting her own space
to continue her studies. The coach house was rented to her
cousin while he was looking for his own place to move and
continue his work. To her, moving to one of the other units in
the building would be appealing—though she has some
concerns. “I don’t want to see people every day. But, I mean, if
something goes on [in the other units] I can go upstairs, so I
don’t think it would be a problem,” she said.
Many two-flats across Englewood have existing basements that
can be adapted into housing. Ashley imagines that the
renovated garden units in the community would remain
affordable for residents—though she is concerned that newly
constructed ADUs would be just as pricey as new units in
other parts of the city.
Although housing in the area costs less than in other
communities, many Englewood residents are rent-burdened.
This issue continues as past home building programs in the
neighborhood, despite being designated as affordable, have
given subsidies to homebuyers making up to $100,000—almost
five times higher than Englewood’s median income.
Ashley is concerned that white residents migrating to the
South Side, who won’t build relationships with the community,
would be the ones predominately living in new units. I asked
how new ADUs can prioritize support of existing Black
residents. “I think they should be affordable, because if you
think about it, with gentrification and the stuff going on, you
want Black people in the community. And so you want
[ADUs] to be affordable for them, at least maybe initially,
because there’s a lot of low-income folks.”
South Shore
Ebonée Green is a South Shore resident and a member of the
Obama Community Benefits Agreement (CBA) Coalition,
where she has been involved with ensuring that her community
is not displaced from the construction of the Obama
Presidential Center. A fall 2019 study from the University of
Illinois at Chicago showed that within two miles of the
planned Obama Center, rent in new constructions and
renovations are continuing to rise, with evidence suggesting
that “landlords are charging higher rents to new tenants
compared to longer term tenants.” South Shore, which already
has the city’s highest eviction rate, is at risk of losing many
low-income residents to displacement.
Ebonée’s first experience living in an ADU was a garden unit
in Uptown that was poorly maintained, to the point where the
landlord had covered up decaying floorboards with carpet. “All
of our stuff got covered in mold, and I actually still have a
mold allergy from it,” she said. Although the experience gave
her a bias against garden units, Ebonée now lives in a condo-
quality 2-bedroom garden unit in South Shore, which she
describes as the nicest apartment she has lived in Chicago. The
apartment has new hardwood floors, insulated walls, and
naturally lit rooms for $1,250 a month. W hile her rent is
cheaper than other apartments in the building, it is higher than
that of other places she had previously rented in South Shore,
as well as the 3-bedroom I grew up in Rogers Park. Ebonée
expressed concern that even lower-middle class residents may
not be able to afford new ADUs if they are legalized in South
Shore.
When asked about opening the city to ADUs and expanding
the inventory of housing options, Ebonée said she is supportive
of the idea but thinks it won’t immediately address
affordability. “I don’t think that ’s wrong thinking, but I do
think that it ’s gonna require a lot more oversight and it should
not work around affordable housing.” She said South Shore’s
immediate priority should be ensuring that new construction
due to the Obama Center is affordable to residents. ADUs
could help if they were legislated to benefit low-income Black
residents—rather than relying on market demand to determine
their rent.
We each shared our own experiences—positive and negative—
with living in a garden unit, and started discussing the
implications of designating them as affordable units. “There’s
something about putting affordable units in the garden, and
forcing people underground, [that] just feels not right,”
Ebonée brought up. She’s fortunate enough that her apartment
receives enough natural light and has tall ceilings, but many
older ADUs were not built with similar amenities. “Most of
the poor people in Chicago, not all, are Black already and just
to add that extra kind of psychological and physical health
thing to it is messed up.”
✶ ✶ ✶ ✶
David Zegeye is an astrophysics graduate student at the University
of Chicago and a f reelance writer for Streetsblog Chicago and
Cityscape Chicago. To David, pondering what is beyond our skies is
deeply connected to understanding the history of our land. He focuses
on writing about the inequity in the city’s affordable housing and
transit systems. This is his f irst piece for the Weekly.