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2019/10/18 Derrigo Demographic Studies 2019 Demographic Marketing Study (3)AC THIS P -j-Z$ou,alifomia m this of CITY OF MENIFEE PROFESSIONAL SERVICES AGREEMENT 2OI9 DEMOGRAPHIC MARKETING STUDY ROF SSIONAL SERVICES AGREEMENT ("Agreement") is made and effective 2019 ("Effective Date") by and between the CITY OF MENIFEE, unicipal corporation, ("City") and DERRIGO D EMOGRAPHIC STUDIES a Sole Propietorship ("Consultant"). City and Consultant may sometimes herein be referred to individually as a "Party" and collectively as the "Parties." SECTION I. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope ofServices, attached hereto as Exhibit A and incorporated herein by this reference (the "Services"). Consultant will perform subsequent task orders as requested by the Contract Administrator (as defined below), in accordance with the Scope of Services. ln the event of a conflict in or inconsistency between the terms ofthis Agreement and Exhibit A, this Agreement shall prevail. l.l Term of Services. The term of this Agreement shall begin on October 18,2019 and shall end on June 30.- 2020 unless the term of this Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Consultant to complete the Services required by this Agreement shall not affect City's right to terminate this Agreement, as provided for in Section 8. 1.2 StandardofPerformance. Consultant represents and warrants that Consultant is a provider of first class work and services and Consultant is experienced in performing the Services contemplated herein and, in light of such status and experience, Consultant shall perform the Services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession and to the sole satisfaction of the Contract Administrator. 1.3 Assienment of Persoffiel. Consultant shall assign only competent personnel to perform the Services pursuant to Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment ofany such persons, Consultant shall, immediately upon receiving notice from City ofsuch desire of City, reassign such person or persons. 1.4 Iiqg. Consultant shall devote such time to the performance of the Services pursuant to this Ageement as may be reasonably necessary to satisfy Consultant's obligations hereunder. I .5 Authorization to Perform Services. Consuhant is not authorized to perform any of the Services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. 267tl03IE5E-000I '7630421.2 aO8Q9tl9 SECTION 2. COMPENSATION. City hereby agrees to pay Consultant a sum not ro exceed SEVEN THOUSAND DOLLARS AND ZERO CENTS ($7,000.00) notwithstanding any contrary indications that may be contained in Consultant's proposal, for the Services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Exhibit A, regarding the amount of compensation, this Agreement shall prevail. City shall pay Consultant for the Services rendered pursuant to this Agreement at the time and in the manner set forth herein. The paynents specified below shall be the only payments from City to Consultant for the Services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the mamer specified herein. Except as specifically authorized in advance by City, Consultant shall not bill City for duplicate services performed by more than one person. 2.1 Invoices. Consultant shall submit invoices monthly during the term of this Agreement, based on the cost for the Services performed and reimbursable costs incurred prior to the invoice date. lnvoices shall contain the following information: a Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first rnvolce, etc.; b. The beginning and ending dates ofthe billing period; c. A "Task Summary" containing the original contract amount, the amount of prior billings, the total due this period, the balance available under this Agreement, and the percentage of completion; d. At City's option, for each item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person performing the Services, the hours spent by each person, a brief description of the Services, and each reimbursable expense; e. The total number of hours of work performed under this Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing the Services hereunder necessary to complete the Services described in Exhibit A; Receipts for expenses to be reimbursed; The Consultant Representative's signature. City of Menifee Attn: Accounts Payable 29844 Haun Road Menifee. CA 92586 2.2 Pa\.rnent. City shall make 50% ofcost payment within 5 days ofexecuted con(ract and pay the balance upon delivery of services rendered complete. f. 26? l/03 I 858-000 I 7630421-2 ro8Dgt19 a Invoices shall be submitted to: 2.3 Total Payment. Ci ty shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering the Services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entirety of the Services performed pursuant to this Agreement, unless this Agreement is modified in writing prior lo the submission ofsuch an invoice. 2.4 Hourly Fees. Fees for the Services performed by Consultant on an hourly basis shall not exceed the amounts shown on the fee schedule included with Exhibit A 2.5 Reimbursable ExDenses. Reimbursable ex penses are included within the maximum amount of this Agreement. 2.6 PaymentofTaxes.Con sultant is solely responsible for the payment ofemploynent taxes incurred under this Agreement and any federal or state taxes. 2.7 Parrment Termination In the event that City or Consultant terminates this Agreement pursuant to Section 8, City shall compensate Consultant for all outstanding costs and reimbursable expenses incurred for Services satisfactorily completed and for reimbursable expenses as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs and reimbursable expenses incurred to that date. SECTION 3. FACILITIES AND EQUIPMENT. Except as otherwise provided, Consultant shall, at its sole cost and expense, provide all facilities and equipment necessary to perform the services required by this Agreement. City shall make available to Consultant only physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use while consulting with City employees and reviewing records and the information in possession of City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of city. In no event shatt City be required to fumish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities. SECTION 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance checked below and provide certificates of lnsurance, indicating that Consultant has obtained or currently maintains insurance that meets the requirements of this section and which is satisfactory, in all respects, to city. consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in Consultant's compensation. Consultant shall not allow any subcontractor, consultant or other agent to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereofto City. Verification ofthe required insurance shall be submitted and made part 26?yoltE5E-000t 7630421.2 ^08n9/19 -3 of this Agreement prior to execution. Consultant acknowledges the insurance policy must cover inter-insured suits between City and other Insureds. 4.1 Workers' Compensation. Consultant shall, at its sole cost and expense. maintain Statutory Workers' Compensation Insurance and Employer's Liability lnsurance for any and all persons employed directly or indirectly by Consultant pursuant to the provisions ofthe Califomia Labor Code. Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with [imits of not less than ONE MILLION DOLLARS ($1,000,000.00) per accident, ONE MILLION DOLLARS ($ I ,000,000.00) disease per employee, and ONE MILLION DOLLARS ($ I ,000,000.00) disease per policy. In the altemative, Consultant may rely on a self- insurance program to meet those requirements, but only ifthe program of self-insurance complies fully with the provisions of the Califomia Labor Code. Determination of whether a self-insurance program meets the standards ofthe Califomia Labor Code shall be solely in the discretion ofthe Contract Administrator. The insurer, ifinsurance is provided, or Consultant, ifa program ofself- insurance is provided, shall waive all rights of subrogation against City and its oflicers, officials, employees, and authorized volunteers for loss arising from the Services performed under this Agreement. 4.2 Commercial General and Automobile Liabili ty Insurance a. General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occunence, combined single limit coverage, for risks associated with the Services contemplated by this Agreement, TWO MILLION DOLLARS ($2,000,000.00) general aggregate, and TWO MILLION DOLLARS ($2,000,000.00) products/completed operations aggregate. If a Commercial General Liability Insurance or an Automobite Liability lnsurance form or other form with a general aggrcg te limit is used, either the general aggregate limit shall apply separately to the Services to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from the Services contemplated under this Agreement, including the use of hired, owned, and non-owned automobiles. r .1. , . i.,,i. r . b. Minimum scope of coverape. Commercial general coverage shall be at least as broad as Insurance Services o{Iice commercial General Liability occurence form CG 0001. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 Code 2, 8, and 9. No endorsement shall be attached limiting the coverage. c. Additional requirements. Each of the following shall be included in the insurance coverage or added as a ce(ified endorsement to the policy: a. The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis. 2671/031858-0001 163M21-2 a0a/291t9 -4 b. Any failure ofConsultant to comply with reporting provisions ofthe policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers. 4.3 Professional Li bilitv Insurance This insurance requarement is waived as business and its agents do not visit any city ploperties. a. General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing the Services pursuant to this Agteement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals' enors and omissions. Any deductible or self-insured retention shall be shown on the Certificate. If the deductible or self-insured retention exceeds TWENTY-FWE THOUSAND DOLLARS ($25,000), it must be approved by City. b. Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form: a. The retroactive date ofthe policy must be shown and must be no later than the commencement ofthe Services. b. lnsurance must be maintained and evidence of insurance must be provided for at least five (5) years after the expiration or termination of this Agreement or completion of the Services, so long as commercially available at reasonable rates. c. lf coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the Effective Date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five (5) years after the expiration or termination of this Agreement or the completion ofthe Services. Such continuation coverage may be provided by one of the following: (l) renewal ofthe existing poticy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the Services under this Agreement. City shall have the right to exercise, at Consultant's sole cost and expense, any extended reporting provisions ofthe policy, ifConsultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to City prior to the commencement of the Services under this Agreement. a.Accentabili of insurers All insurance required by this Section is to be placed with insurers with a Bests' rating of no less than A:VII and admitted in California b. Verification of eoverage. Prior to beginning the Services under this Agreement, Consultant shall furnish City with Certificates of Insurance, additional insured endorsement or policy language granting additional insured status complete certified copies ofall policies, including complete certified copies of all endorsements. All copies of policies and 26? t/0t t858-000t 1630,'21.2 roaagt19 4.4 All Policies Requirements. -5- certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. The Certificate of lnsurance must include the following reference: @ DEMOGRAPH IC MARKETING STUDY. The name and address for Additional lnsured endorsements, Certificates of Insurance and Notice of Cancellation is: City of Menifee, 29844 Haun Road, Menifee, CA 92586. City must be endorsed as an additional insured for liability arising out ofongoing and completed operations by or on behalf of Consultant. Notice of Reduction in or Cancellation of Coverase. Consultant shallc. provide written notice to City within ten (10) working days if: (1) any of the required insurance policies is terminated; (2) the limits ofany ofthe required polices are reduced; or (3) the deductible or self insured retention is increased. During the term of this Agreement, only upon the prior express written authorization of the Contract Administrator, Consultant may increase such deductibles or self- insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self-insured retention levels with a requirement that Consultant procure a bond guaranteeing payment oflosses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. f. Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall fumish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 2671/0.1 1858-0001 7630421-2 ao'a/2gt19 -6- d. Additional insured: primarv insurance. City and its officers, employees, agents, and authorized volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of the Services performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by Consultant in the course of providing the Services pusuant to this Agreement. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or authorized volunteers. The insurance provided to City as an additional insured must apply on a primary and non-contributory basis with respect to any insurance or self-insurance program maintained by City. Additional insured status shall continue for one ( I ) year after the expiration or termination ofthis Agreement or completion ofthe Services. A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to City and its officers, officials, employees, and volunteers, and that no insurance or self-insurance maintained by City shall be called upon to contribute to a loss under the coverage. e. Deductibles and Self-insured Retentions. Consultant shall obtain the written approval of City for the self-insured retentions and deductibles before beginning any ofthe Services. g. Variation. The Contract Administrator may, but is not required to, approve in writing a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms ofsuch insurance are either not commercially available, or that City's interests are otherwise fully protected. 4.5 Remedies. In addition to an y other remedies at law or equity City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option, exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant's breach: a. Obtain such insurance and deduct and retain the amount ofthe premiums for such insurance from any sums due under this Agreement; SECTION 5. INDEMNIFICATION. 5.1 Indemnification for Professional Liability. Where the law establishes a professional standard of care for performance of the Services, to the fullest extent permitted by law, Consultant shall indemni$, protect, defend (with counsel selected by City), and hold harmless City and any and all of its oflicers, employees, officials, volunteers, and agents from and against any and all claims, losses, costs, damages, expenses, liabilities, liens, actions, causes of action (whether in tort, contract, under statute, at law, in equity, or otherwise) charges, awards, assessments, fines, or penalties ofany kind (including reasonable consultant and expert fees and expenses of investigation, costs of whatever kind and nature and, if Consultant fails to provide a defense for City, the legal costs of counsel retained by City) and any judgnent (collectively, "Claims") to the extent same are caused in whole or in part by any negligent or wrongful act, error, or omission of Consultant, its officers, agents, employees, or subcontractors (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance ofprofessional services under this Agreement. 5.2 lndemnificati on for Other than P onal Liabilitv. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City, and any and all of its officers, employees, officials, volunteers, and agents from and against any and all Claims, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or subcontractors of Consultant. 5.3 Limitati on of Indemnification The provisions ol this Section 5 do not apply to claims occurring as a result of City's sole or active negligence. The provisions of this Section 5 7 2671/031858-0001 7630421.2 a0El29l19 b. Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c. Terminate this Agreement. shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officers, officials, employees, and agents acting in an official capacity. SECTION 6. STATUS OF CONSULTANT. 6.1 t Contractor. At all times during the term of this Agrcement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of the Services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagaph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes the Services rendered pursuant to this Agreement. The personnel performing the Services under this Agreement on behalfofConsultant shall at all times be under Consultant's exclusive direction and control. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents is in any manner officers, officials, employees, or agents of City. Consultant shall not incur or have the povr'er to incur any debt, obligation, or liability whatever against City, or bind City in any marurer. Except for the fees paid to Consultant as provided in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing the Services hereunder. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Pubtic Employees Retirement System ("PERS") as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits. SECTION 7. LEGALREQUIREMENTS. 7.1 Govemins Law. The laws of the State of Califomia shall govem this Agreement 7 .2 Comoliance with Apolicable Laws Consultant and any subcontractor shall comply with all applicable local, state, and federal laws and regulations applicable to the performance of the work hereunder. Consultant shall not hire or employ any person to perform work within City or allow any person to perform the Services required under this Agreement unless such person is properly documented and legally entitled to be employed within the United States. Any and all work subject to prevailing wages, as determined by the Director oflnduskial Relations ofthe State of Califomia, will be the minimum paid to all laborers, including Consultant's employee and subcontractors. It is understood that it is the responsibility of Consultant to determine the correct scale. The State Prevailing Wage Rates may be obtained from the Califomia Department of Industrial Relations ("DIR") pursuant to Califomia Public Utilities Code, Sections 465,466, and, 467 by calling 415-703-4774. Appropriate records demonstrating compliance with such requirement shall be maintained in a safe and secure location at all times, and readily available at City's request. Consultant shall indemnifu, defend, and hold City and its elected and appointed boards, members, officials, offrcers, agents, representatives, employees, and volunteers harmless from and against any liability, loss, damage, cost or expenses (including but not limited to reasonable attomeys'fees, expert witness fees, court costs, and costs incurred related to any inquiries or proceedings) arising from or related to (i) the noncompliance by Consultant or any 267 t/03 t858-000t 7630{,21.2 a0a/291t9 -8- party performing the Services ofany applicable local, state, and/or iederal law, including, without limitation, any applicable federal and/or state labor laws (including, without limitation, the requirement to pay state prevailing wages and hire apprentices); (ii) the implementation of Section 1781 of the Labor Code, as the same may be amended from time to time, or any other similar law; and/or (iii) failure by Consultant or any party performing the Services to provide any required disclosure or identification as required by Labor Code Section 1781, as the same may be amended from time to time, or any other similar law. It is agreed by the Parties that, in connection with performance of the Services, including, without limitation, any and all public works (as defined by applicable law), Consultant shall bear all risks ofpayment or non-payrnent ofprevailing wages under Califomia law and/or the implementation of Labor Code Section 1781, as the same may be amended from time to time, and,/or any other similar law. Consultant acknowledges and agrees that it shall be independently responsible for reviewing the applicable laws and regulations and effectuating compliance with such laws. Consultant shall require the same ofall subcontractors. 7.3 es and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualihcations, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term ofthis Agreement valid Business Licenses from City. SECTION 8. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. 8.3 Conseouenc es of Termination ln the event of termination, Consultant shall be entitled to compensation for the Services performed up to the date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or City in connection with this Agreement. 8.4 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection l.l. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period. 9 2671/03 t858-000t 763U21 .2 a08l29lt9 8.2 Termination bv Consuhant. Consultant may cancel rhis Agreement upon 30 days' written notice to City. 8.5 all the Parties. Amendments The Parties may amend this Agreement only by a writing signed by 8.6 Assienment and Subcontracti ne. Ci ty and Consultant recognize and agee that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience. and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval ofthe Contract Administrator. Consultant shall not subcontract any portion ofthe performance contemplated and provided for herein, other than to the subcontractors noted in Consultant's proposal, without prior written approval of the Contract Administrator. In the event that key personnel leave Consultant's employ, Consultant shall notify City immediately. 8.7 Survival. All obli gations arising prior to the expiration or termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the expiration or termination of this Agreement. 8.8 ODtions upon Breach bv Consultant. IfConsultant materiall y breaches any of the terms of this Agreement, City's rernedies shall include, but not be limited to, any or all of the following: Immediately terminate this Agreement;a b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; c. Retain a different consultant to complete the Services described in Exhibit A; and/or d. Charge Consultant the difference between the cost to complete the Services described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the Services. SECTION 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part o f Consultant's Performance All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of City. Consultant hereby agrees to deliver those documents to City upon the expiration or termination of this Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for City and are not necessarily suitable for any future or other use. Any use of such documents for other projects by City shall be without liability to Consultant. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports, and other 267 t/0t I 858-0001 ?630421.2 50E29/ls -10- documents are confidential and will not be released to third parties without prior written consent of both Parties unless required by law. 9.2 Licensins of Intellectual P roperty. This Agreement creates a non-exclusive and perperual license for City to copy, use, modify, reuse, or sublicense any and all coplrights, designs, rights of reproduction, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, test data, survey results, models, renderings, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings, digital renderings, or data stored digitally, magnetically, or in any other medium, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents and Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non- exclusive and perpetual license for any Documents and Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents and Data. Consultant makes no such representation and warranty in regard to Documents and Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 9.3 Consultant's ks and Records . Consultant shall maintain any and all ledgers, books ofaccount, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for the Services or expenditures and disbursements charged to City under this Agreement for a minimum ofthree (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. 9.4 Inspection and Audit of Records. An y records or documents that Section 9.3 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and,/or copying at any time during regular business hours, upon oral or written request of City. Under Califomia Govemment Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement shall be subject to the examination and audit ofthe State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement. SECTIONIO. MISCELLANEOUSPROVISIONS. 10. I Attomeys' Fees Ifeither Party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision ofthis Agreement, the prevailing Party shall be entitled to reasonable attorneys'fees and expenses including costs, in addition to any other relief to which that Party may be entitled; provided, however, that the attomeys' fees awarded pursuant to this Section shall not exceed the hourly rate paid by City for legal services multiplied by the reasonable number ofhours spenl by the prevailing Party in the conduct ofthe litigation. The court may set such fees in the same action or in a separate action brought for that purpose. 267 V03 I 85E-000 I 161042l -2 a08/29119 -ll- 10.2 Aoolicable Law: Venue. The intemal laws of the State of Califomia shall govem the interpretation and enforcement of this Agreement. In the event that either Party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in Riverside County. 10.3 Severabilitv. If any provision of this Agreement is held invalid, the remainder of this Agreement shall not be affected thereby and all other parts of this Agreement shall nevertheless be in full force and effect. '10.4 Section Headinss and Subheadines. The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement. 10.5 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver ofany other breach of that term or any other term of this Agreement. I 0.6 Successors and Assiens. The provisions ofthis Agreement shall inure to the benefit ofand shall apply to and bind the successors and assigns ofthe Parties. 10.7 Consultant Representative. All matters under this Agreement shall be handled for Consultant by Mark Derrigo ("Consultant's Representative"). The Consultant's Representative shall have full authority to represent and act on behalf of Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences! and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 10.8 City Contract Administration. This A greement shall be administered by a City employee, Gina Gonzalez, Economic Development Director ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his designee. The Contract Administrator shall have the power to act on behalf of City for all purposes under this Agreement. Unless otherwise provided in this Agreement, Consultant shall not accept direction or orders from any person other than the Contract Administrator or his designee. 10.9 Notices. Any wriften notice to Consultant shall be sent to: DERRIGO DEMOGRAPHIC STUDIES Attn: Mark Derrigo 40881 Sandpiper Court West Palm Dese(, CA 92260 Any written notice to City shall be sent to the Contract Administrator at City of Menifee 29844 Haun Road Menifee, CA 92586 Attn: Gina Gonzalez, Economic Development Director 2671l0318584001 76104.21.2 a0anqt19 -17- with a copy to City Clerk City of Menifee 29844 Haun Road Menifee, CA 92586 10.10 Professional Seal Where applicable in the determination of the Contract Administrator, the first page ofa technical report, first page ofdesign specifications, and each page of construction drawings shall be stamped./sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example. I 0. I I Rishts and Remedies. Exc ept with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies ofthe Parties are cumulative and the exercise by either Party ofone or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, ofany other rights or remedies for the same default or any other default by the other Party. 10.12 Intesration. This Agreement, including the scope of services attached hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either Party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. 10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. 10.14 Execution ofContract. The persons executing this Agreement on behalfofeach of the Parties hereto represent and warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said Party, (iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said Party is bound. 10. I 5 Nondiscrimination. Consultant covenants that, by and for itsel( its heirs, executors, assigns, and all persons claiming under or through them, that in the performance ofthis Agreement there shall be no discrimination against or segregation of, any person or group of persons on account of any impermissible classification including, but not limited to, race, color, creed, religion, sex, marital status, sexual orientation, national origin, or ancestry. - 13- Seal and Signature ofRegistered Professional with report/design responsibility. 2671/01 1858-000I 7610{21-2 iOAAY19 10.16 No Third Partv Beneficiaries. With the exception of the specific provisions set forth in this Agreement, there are no intended third-party beneficiaries under this Agreement and no such other third parties shall have any rights or obligations hereunder. 10. I 7 Nonliabilitv of City Officers and Emplovees. No ofhcer, official, employee, agent, representative, or volunteer of City shall be personally liable to Consultant, or any successor in interest, in the event ofany default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement. I 0. I 8 No Undue Influence. Consultant declares and warrants that no undue influence or pressure is used against or in concert with any o{Iicer or employee of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City shall receive compensation, directly or indirectly, from Consultant, or from any oflicer, employee, or agent of Consultant, in cormection with the award ofthis Agreement or any work to be conducted as a result of this Agreement. 10.19 No Benefi lo No member, officer, or employee of City, or their designees or agents, and no public official who exercises authority over or has responsibilities with respect to this Agreement during his,/her tenure or for one (l) year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for the Services to be performed under this Agreement. ISignatures on Following Page] 267 t/01 r 858-0001 7610421.2.0829/19 -14- CITY OF MENIFEE CONSULT 4--z J Armando G City Manager A City Clerk to Form: lching, Ci Mark Derrigo, Owner [Note:2 officer's signatures required if Consultant is a corporation, unless provided with a certificate of secretary in-lieu] 2671l031858-0001 '761U2t.2 ^08t29tt9 - 15- IN WITNESS WHEREOF, the Parties hereto have executed and entered into this Agreement as of the Effective Date. Attest: I 4 EXHIBIT A SCOPE OF SERVICES 26?l/011858-0001 7630421.2 a0E/29/10 EXHIBIT A @ DERRIGO STUDIES " T H F, D EMOC RA P H IC SOI,I'TION" COIITRACT - DEUOGRAPITIC MARKETING STUDY I I:trit{at. T,r\ tIt 9(.!r!rD6l ItTt,[:t).\t Ei " l'he infl,Imrtion onlriDed or lrid ilud!' ir obtrincd trom 3ourcer l hrt $e drcm reli.bla lve hrve no reasxt to doubl it$ ronrr.q, but [edo nol 8u. nlr!il. 40681 Arrdplpcr Court Wc.t P.lm Desert, C.llfornta 9226O TO: CITI'OF MD\;lFEE.297lt .[Ul; ROArr. .+tElilFEE. C.lI IFOR ;1.4 92std DerriSo Detrogrrptic Sludks nill lurnirh rll mrt.rirlc md pcrlorm .ll hbor trccetirrr to (omplete rhe foflor.int: S'|uDt' LOCATION: QII'Ol' ltrEitlt,jE.TliD SLtRIIOUNDING IiJI'ER.SIDE LOUNTI'. C4 lORltLl ,\ll lhr rbore $orl $ill h.'comdelcd b! rppro\imrlflt @bg!L2!!2 l'he totrl pryment duc for the $ludt outlilr.dlnlteiiton!(ll.ba,fti3Se]E,fldt,,,rld&ndllnDolldBtS7,.M,Thep.!rn.nt3.h.duhl!on. huodrd Fr(aot (lUPc) plrrblr uF,l Dcc?mtcr 6. 2019, A(Iry.) P3neltr;ill be eccrsred ifthe tts(x hif p.r:mcnl is nol re<?irrd $ilhin lhirl) dr!'s from deliler) otlin.l drrll ofstud), An]- rhcrallon or dclirlion fronl lhc apccllicetionlt outlincil rlmtt ln ilcot onc (l) rcquiring .ddirionrl mstr for m.lcrirlr or l.bor nol tnc.llicrll! oullinrd in itcm orc ( l ) sill hcmnr . crtrr chrrgc to bc s.l b! t crrigo SludlFl rrd mula nrrt b. .8r.od uFh ln srhlng b]_ toth nrrths. Srld rddltioo.l ch.rges rr. r|rbl.d io thc atmc p.Imcnt s.hcdule outllmd her.ln.bole. Respedfulb Subnilted, B\': ulLfl (Dzrfho fre.riEo Sludi.s ir halth!' authorired to comdet. thc tvork tlin.d .]xrE ACCLPTU) Bt: PRIN'I NA-N[: (l) An .critl Dhorogt.Ift tith l$o i^p.r.tc or..rl.!n including r Dcmotr.nhic Anrllrir (hcrh! rnd r Sub.liririon .tcririry olerl+-. hc DEMOGRAPHIC ANALYSE OVERL,4Irri[ dirptrl.rctecd dcnotrrphic drtr including Fr reclor or (en!{! trrcl, eilim.lt5 on Frpulaliont nunb+r of housiog unil$, .r€rrge pctlon! p+r houiehold, mdirn hout{,hokl inrumc.nd mcdirn rrlurof hou}int. fneSUllDlVlSlON ACTMT'Y OVERLAY t,ill displrunchor relriler loc.tior\ .Bidenti.l ruMir irion rcti$it} including per lubdiririo r Scncr.l localion, n.mc ofrppli(ant, num b.,r of lrnils, IrDc ofunitr rnd {rtos $ ilhin thc rcsFctir c Dl.nning deprrlmenlr. Ilolh rborc o{tlih€d ilturtrrtion3 $ill !ho$ mrjor rord ertltniiors ,\ DEMOGRAPHIC REPORI'wilt strnm.rize findirgs for the subjcd rrr,r on dcmogrrphic ch.rrcterislics indudint FrFrlrti{xreirinrtes for 2020,2022 rhd rt lotal buikl out, crrrent number ofhouring units,..p.p.h. f.ctor, nrodirn house[old inct rfie rnd msdi.n vrlue ofhourin8. The reporr ltill dircuir the immedirte .re. profile rnd detrilim.ll rdive r(*id(rlti.l proj€tr Tha rcri.l photogr.ph to hc utilirad rr.. nos n in Augurt 201& ir color phaogrrph_v end rill mvcl lhc r.mc rcgio[ includ.d in thc climl'r Fch.uer! ]0l9ln.lt:li.. D.ta ol| this itud\' $ill b. dal(d J.nl!.n. 2020. ( liml *ill rcccirc s PDF ofthc cnlirr r.ir cmeil. 'r 267tl03tE58-0001 7630421.2 100/00/00 EXHIBIT A 760.3 1().99{)4 D.ATL:: Odob& Io,2019 DERRI G O DEMOGRAP H I C ST U DI ES STUDY INVOICE SruDY cfi,r q y]eNrrEE aro glJRRoul{rxt{G LOCATION: RwERTToE coI,NTY AREA CALIFOFTIIA DATE: OClOgm 10,20'19 t773I.\'t 0tct : CUENT:CTTYOF UE FEE 2Sr14 tnUN RO D tlE]{|FEE CA e2546 37,000.00 SUBTOTAL: sruoY fi,tcluDEs:UPIIATED EIIIOORAFHIC IIARKET|iI! REPOfl T (r) corptErE tEFonr N Pr Foarar vr ErAtL PAYABLE TO: DERRIGO DEMOGRAPHIC STUOIES, 4O88'l SANDPIPER COURT WEST, PALM DESERT, CA 92260 P60)310490/r 26?l/03 r858-000r 763042 L2 800/00/00 FEDEnAL TAx lD, 96-3il5qfa AMOUNT DUE AND PAYAALE BY DECEMBER 6. 2Ol9: 37,000.00 Ir:r