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CR 92-91 Performance Bond - Mainstreet Clock Tower• • April 15, 1992 AK CAGGAIihi, Thomas . Harmenin Community Develo rector Council Report 92 -91 PERFORMANCE BOND - MAINSTREET CLOCK TOWER Proposed Action. Staff recommends adoption of the following motion: Move to approve alternate financial security requirements to be met by the contractor for the Mainstreet clock tower and authorize the Mayor and City Manager to execute the necessary documents. Approval of this motion will provide the means by which the contractor for the clock tower can meet financial security requirements for the project. Ov rview On December 3, 1991 the City Council awarded the bid for the clock tower to the low bidder, Michaelson and Associates. Since that time Michaelson and Associates has been undertaking the necessary steps to facilitate the fabrication and assembly of the clock tower components to allow for its installation in May. One provision within the specifications for the clock tower requires that the contractor provide the City with a performance bond in the amount of the contract ($54,774). The purpose of the performance bond is to provide the City with the financial resources to complete the project if the contractor defaults on the project. For a variety of reasons, Mr. Michaelson has not been able to obtain a performance bond and has proposed an alternate means of providing security to the City. This security involves providing the City with title to lake shore property which Michaelson owns in Minnesota, a doubling of the warranty period for the clock tower, and the assignment of ownership of the clock tower components which Michaelson has purchased. After detailed discussions with the City Attorney and RLK Associates, staff is recommending acceptance of the proposed alternative security arrangement. This recommendation is being made as it is felt the proposed financial security improves the City's situation and places the City in a better position overall than if the contractor had provided a standard performance bond. Primary Issues to Consider o Why was the contractor unable to provide a performance bond? o What are the details of the proposed alternate financial security? o Has the City Attorney reviewed this matter? Supporting Information o Analysis of issues o Alternatives o Letter from Michaelson and Associates (to be provided at City Council o Letter from Jerre Miller meeting) CR92 -91 Page 2 Primary Issues to Consider o Why was the contractor unable to provide a performance bond? Michaelson and Associates has experienced difficulties in obtaining a performance bond or letter of credit for various reasons. These appear to include: o The proposed project is relatively unique and rare in nature. o The City's specifications do not provide for any type of payment to the contractor until the project has been completed and accepted by the City. o The contractor does not have extensive experience in building clock towers for public agencies and has modest financial resources. o The cost to obtain a bond or letter of credit is prohibitive. This is due in part to the fact that Mr. Michaelson has little if any experience in building clocktowers for public agencies. This apparently presented concerns to the bonding companies. o What Are The Details of The Proposed Alternate Financial Security? The following resources are proposed to be provided to the City in lieu of a performance bond or letter of credit: o Michaelson will transfer all rights, title and interest to the City in the clock components consisting principally of the bells, tower structure, and clockworks components. o A security interest will be provided to the City in a 32 acre tract of unimproved property on Lobster Lake located near Alexandria which has been valued at $150,000. o An agreement to extend the present warranty for the clock and clockworks from 3 to 6 years. Upon discussions with the City Attorney and RLK Associates, staff is recommending acceptance of the proposed alternative security arrangement due to the following reasons: o A doubling of the warranty period is considered important due to the unique nature of the product which the City is purchasing. o The security interest in the 32 acre tract of property is almost three times higher than the contract amount. In addition, the City will be in a better position to rely on this property for financial security in the event of a default than it would be with a performance bond. CR92 -91 Page 3 o The City will own components for a clock tower, in the event of a default, at no cost. o Has The City Attorney Reviewed This Matter? Attached is a memo from Jerre Miller which comments on the proposed alternative financial security. Mr. Millers memo concurs with staff's recommendations. Alt rnatives o Approve staff's recommendation. o Deny staff's recommendation. If this should occur, Michaelson would be required to meet the original requirements of the contract specifications. Presuming he is unable to do this, it could result in a default by the contractor on the project which would appear to significantly delay or halt the project at this time. o Approve staff's recommendation with changes. This alternative may be possible but should be discussed with the contractor. • C I T Y O F H O P K I N S MEMO Date: April 15, 1992 To: Tom Harmening From: Jerre Miller Re: Michaelson Contract For Clock Tower This letter is based on various telephone conversations and conferences with you, the offices of RLK and Mr. Michaelson. It is also based on assumptions formed from conversations and correspondence with Mr. Michaelson. I have assumed Mr. Michaelson's difficulty or inability to acquire the Performance Bond called for in the contract equates with Michaelson's relative inexperience as a contractor and modest resources coupled with the unique and relatively rare nature of the contract to be fulfilled. A bonding company in addition to a hefty premium would likely require a strong financial statement and collateral. Similarly, an alternate approach in the form of a Letter of Credit from a bank would have identical concerns and would likely consider a bank fee of approximately 10% or more of the contract amount. In consideration of a contract change waiving the bond requirement, Michaelson has offered to transfer all right, title and interest to the City in the clock components consisting principally of the bells, a security interest in a 32 acre tract of unimproved property on Lobster.Lake near Alexandria worth approximately $150,000.00 as appraised and an agreement to extend the present warranty from three years to six years. If all of my assumptions are essentially accurate, the City will improve its position by obtaining an agreement to double the warranty period which I consider to be important because of the very nature of the product the City is purchasing. 1010 First Street South Hopkins, Minnesota,55343 Phone: 612- 935 -8474 Fax: 612 935 - 1834 An Equal Opportunity Employer Secondly, by obtaining security on property bearing triple times value would be easier to rely on in the event of a default then dealing with a bonding company. I presume the benefit Michaelson gains in giving the property as security to the City avoids the mortgage fees and delay inherent in mortgage loan financing through a lending institution. Assuming this arrangement is understood by all parties, I would obtain a Memorandum Abstract on the property and complete the financing package and draft or review a draft of a Bill of Sale for the clock parts. Because the parts would, remain in Alexandria, evidence of sufficient insurance would be strongly advisable. If you have any other th aspect of the transacts know. or questions concerning this h Mr. Michaelson, please let me