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2010/05/18 HdL Software, LLCPROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT for Prot'essional Services ("Agreement") is made this 18th day of May,20l0 ("Effective Date") by and between the City of Menifee ("City") and HdL Software, LLC ("Consultant") (together sometimes referred to as the "Parties"). Section l. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as EEDi! $, and incorporated here. Such work shall be provided at the time and place and in the manner specified in Exhibit A. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A. this Agreement shall prevail. l.t Term of Services. The term of this Agreement shall begin on the Efl'ective Date and shall continue until either party cancels the Agreement as set ollt in Section 8 hereof. 1.2 Standard ofPerformance, Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner ofthe prol'ession in which Consultant is engaged in the geographical area in which Consultant practices its prot'ession and to the sole satisf'action of the Contract Administrator. f.3 Assignment of Pcrsonnel. Consultant shall assi gn only competent personnel lo perlbrm services pursuant to Agreement. In the event that City, in its sole discretion, at any time during the term ollhis Agreement, desires the reassignment of arry such pcrsons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons. l.-l @ Consultant shall devote such time to the performance of services pursuant to this Agreemcnt as may be reasonably necessary to satisty Consultant's obligations hereunder. 1.5 Authorization to Pcrform Serviccs. 'l-he Consultant is not authorized ttt perfbrm any services or incur any costs whatsoever under the terms of this Agreement until receipt ofauthorization liom the Contract Administrator. I'roltssional Serviccr Agrecrnenl \'ith I Idl- Soli\\ilrc I ol 12 Section 2. COMPENSATION. City hereby agrees to pa1'Consultant a sum not to exceed $20,000 notwithstanding any contrary indications thal may be contained in Consultant's proposal. fbr services to be pclfbrmed plus reimbursable costs irrcurrcd under this Agreement. Thc schedule tbr reimbursable costs and the hourly rales for the cost to converl data or provide custom reports is set out in Exhibit A. In the event ofa conflict between this Agreement and Exhibit A. regarding the amount ofcompensation. this Agreement shall prevail. City shall pay Consultant fbr sen,ices rendercd pursuant to this Agreement at the lirne and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified lrerein. Except as specifically authorized in advance by City, Consultant shall not bilt City for duplicate services perfbrmed by more than one person or for additional services as set out on Exhibit A. 2.1 Invoices. Consultant shall submit invoices monthly during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information: o Serial identifications ofprogress bills; i.e.. Progress Bill No. I for the first invoice, etc., o The beginning and ending dates ofthe billing period; . A Task Summary containing the original contract amount, the amount ofprior billings, the total due this period, the balance available under the Agreement, and the percentage of completion; . At City's option, for each work item in each task, a copy ofthe applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description ofthe work, and each reimbursable expense; r The total number ofhours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services he"eunder necessary to complete the work described in Exhibit A; o Receipts for expenses to be reimbursed; o The Consultant's signature. 2.2 Monthlv Pavment. Cit y shall make monthly payments. based on invoices received, for services satisfactorily perlormed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt ofan invoice that complies with all of the requirements above to pay Consultant. 2.3 Intcntionallyomittcd 2.4 Total Pavment. Exce pt as set out here, City shall not pay any additional sum lor any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement (See Exhibit A). ln no event shall Consultant submit any invoice fbr an amount in excess ofthe maximum amount of compensation provided above either for a task or lbr the Professional Services Agreenlcnl wilh IldL Solilvare 2 of 1.2 entire Agreement, unless the Agreement is modified in writing prior to the submission of such an invoice. ,<Hourlv Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the fee schedule included with Exhibit A. 2.6 Reimbursable ExDenses. Reimbursable ex penses are in addition to the amount set out and shall be billed only in the amounts provided in Exhibit A. Payment of Taxes. Consultant is solely responsible fbr the payment of employment taxes incurred under this Agreement and any federal or state taxes. 2.8 Pavment unon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstandirrg costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date. ,o Additional Services: HdL shall honor the discounts set out in its letter of May 10, 2010 attached and incorporated as Exhibit B, should City determine to purchase future services, including but not limited to a software license andior maintenance. Section 3.I'ACILITIES AND EOUIPMENT. Exc ept as otherwise provided. Consultant shall. at its sole cost and expense. provide all facilities and equipment necessary to perlorm the serwices required by this Agreement. City shall make available to Consultant onty 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 the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be required to furnish 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.INS URANCE REOUIREMENTS. Before be ginning 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 the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost olsuch insurance shall be included in the Consultant's compensation. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein lor the subcontractor(s) and provided evidence thereofto City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Professional Services Agreement with HdL Sollware 3 of 12 4.1 Workers' Comrrensation. Consultant shall . at its sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS ($ I ,000,000.00) per accident. In the alternative, Consultant may rely on a self- insurance program to meet those requirements, but only if the program ofself- insurance complies fully with the provisions of the Califomia Labor Code. Determination ofwhether a self-insurance program meets the standards ofthe Labor Code shall be solely in the discretion oi the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights ofsubrogation against the City and its officers, oftlcials, employees, and authorized volunteers for loss arising from work performed under this Agreement, 1.2 Commcrcial Gencral Automobile Liabilitv Insurance. 4.2.1 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 ($ I ,000,000.00) per occurrence, combined single limit coverage, for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other lbrm with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work 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 lrom activities contemplated under this Agreement, including the use ofowned and non-owned automobiles. 4,2,2 Minimum scoDe of coverage. Cornrnercial general coverage shall be at least as broad as lnsurance Services Office Commercial General Liability occurrence form CG 0001 or GL 0002 (most recent editions) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. Automobile coverage shall be at least as broad as Insurance Services Office Antomobile Liability form CA 0001 (ed. 12190) Code 8 and 9. No endorsement shall be attached limiting the coverage. 4.2.3 Additional requirements. Each of the lbllorvin g shall be inclr.rded in the insurance coverage or added as a certified endorsement to the policy: I'rolessional Services ASrccnlcnl lvith lldL Soli\rare 4of12 The insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis. Any failure of Consultant to comply with reporting provisions of the policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers. 4.3 ProfessionalLiabilitvlnsurance. 4.3.1 Generalrequirements, Consultan t, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($ I ,000,000) covering the licensed professionals' errors and omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim. 4,3.2 Claims-made limitations. The followin g provisions shall apply if the professional Iiability coverage is written on a claims-made fbrm The retroactive date of the policy must be shown and must be before the date ofthe Agreement. a b il Insurance must be maintained and evidence ol insurance must be provided lbr at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates Ilcoverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant musl provide extended reporting coverage for a minimum of five years after completion of the Agreement or the work. The City shall have the right to exercise, at the Consultant's sole cost and expense, any extended reporting provisions ofthe policy, if the Consultant cancels or does not renew the coverage. A copy olthe claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. b Proltssional Services ASrcenient rvith HdL Soliwarc 5of12 d. c. 1.1.1 Accentability of insurers. All insurance required by this section is to be placed with insurers with a Bests'rating of no less than A:VII 4.4.2 Verification of coverase. Prior to be ginning any work under this Agreement, Consultant shalI fumish City with Certificates of Insurance, and upon request, complete certified copies of all policies, including complete certified r:opies ofall endorsements. AlI copies ofpolicies and certified endorsements shall show the signature of a person authorized by that insurer to bind uoverage on its behalf. J.1.3 Noticc o f Reduction in or Cancellation ofCoverase. A certified endorsement shall be attached to all insurance obtained pursuant to this Agreement stating that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirly (30) days'prior written notice by certified. mail, return receipt requested, has been given to the City. In the event that any coverage required by this section is reduced, limited, cancelled, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant's earliest possible opportunity and in no case later than ten (10) working days after Consultant is notified of the change in coverage. {.-1.{ Additional insured; prinran' insurance. Ci ty and its officers, employees, agents, and authorized volunteers shall be covered as additional insureds with respect to each ofthe following: liability arising out of activities 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 the Consultant in the course ofproviding services pursuant 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. A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to the City and its officers, officials, employees and volunteers, and that no insurance or self- insurance maintained by the City shall be called upon to contribute to a loss under the cover:age. 4,4,5 Deductibles and Se lf-insured Retentions. Consultant shall disclose to and obtain the approval of City fbr the self-insured retentions and deductibles before beginning any ofthe services or work called for by any term of this Agreement. Professional Serviccs Agrecrrlent with LIdL solhvare 6of12 4,4 All Policies Requirements. During the period covered by this Agreement, only upon the prior express written authorization of Contract Administrator, Consultant may increase such deductibles or sell-insured retentions with respect to City, its olficers, 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 of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. 4.4.6 Subcontractors, Consultant shall include all subcontractors as insureds under its policies or shall furnish separale certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall be subject to all ofthe requirements stated herein. 4.1.7 Variation. Contract Administrator may approve in writing a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected. 1.5 Remedies. In addition to a,r y other remedies 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: Obtain such insurance and deduct and retain the amount ofthe premiums for such insurance from any sums due under the Agreement; 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 hereot and/or Terminate this Agreement. Consultant shall indemnify, defend with counsel selected by the City and hold harmless the City and its officials, officers, employees. agents and authorized volunteers fiom and against any and all losses, liability, claims, suits, actions, damages and causes ofaction arising out ofany personal injury, bodily injury, loss ollife or damage to property, or any violation ofany federal, state or municipal law, regulation or ordinance, to the extent caused, in whole or in part, by the ItolcssioDal Scrvices A8rccnrcnt wilh HdL Sofl$arc 7of12 Scction5. INDEMNIFICATION willful misconduct or negligent acts or omissions ofConsultant or its employees, subcontractors or agents, by acts for which they could be held strictly liable, The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property or violation of law arises wholly from the negligence or willful misconduct ofthe City or its olficers, employees, agents or authorized volunteers and (2) the actions ofConsultant or its employees, subcontractors or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set fo(h in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution ofthis Agreement, Consultant acknowledges and agrees to the provisions olthis Section and that it is a material element o l' consideration. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times duri ng the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insotar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personncl pursuant to Subparagraph l.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. 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 Public 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. LEGAL REQUIRXMEN l'S. 7.1 Covcrning Law.The laws ofthe State of California shall govem this agreement. 7.2 Comnliance with Annlicable Laws. Consultant and an y subcontractor shall comply with all applicable local, state and federal laws and regulations applicable to the performance ofthe work hereunder. 7,3 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally Proltssional Services Agreement \rith HdL Soll\r,are 8 of 12 required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term or this Agreement any licenscs, 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 of this Agreement valid Business Licenses from City. If City requires payment for such Permits, the associated costs will be included with the next annual maintenance invoice. Section 8. 8.1 TERMINATION AND MODIFICATION. Termination. City may cancel this Agreement at any time and without cause upon 30 days' written notification to Consultant Consultant may cancel this Agreement upon 30 days'written notice to City and shall include in such notice the reasons for cancellation. In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment ofsuch compensalion 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 the City in connection with this Agreement. 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties. 8.1 Assignment and Subcontractine. Cit y and Consultant recognize and agree that this Agreement contemplatcs 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 perlormance contemplated aud provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. In the event that key personnel leave Consultant's employ, Consultant shall notify City immediately. 8.5 Survival. All obligations arising prior to the termination of this Agreement and alI provisions of this Agreement allocating liability between City and Consultant shalI survive the termination of this Agreement. Proltssional Senrces Agreenlent $,ith HdL Software 9of12 8.6 Ontions un on Breach bv Consultant. lf Consultant materiall y breaches any of the terms of this Agreement, City's remedies shall include, but not be limited to, any or all of the following: 8.6.1 Immediately terminate the Agreement; 8,6,2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8,6.3 Relain a diflerent consultant to complete the work described in Exhibit A not finished by Consultant; or Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of 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 the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not Iimited to those described above, prepared pursuant to this Agreement are prepared specifically tbr the City and are not necessarily suitable tbr any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specitications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties unless required by law. 9.2 Consultant's Books 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 services or expenditures and disbursements charged to the City under this Agreement for a minimum olthree (3) years, or for any longer period required by law, from the date offinal payment to the Consultant to this Agreement. 9.-i InsDection and Audit of Records. Arr y records or documents that Section 9.2 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, the City. Under California Government Code Section 8546.7, if the amount ofpublic lunds expended under this Agreement exceeds Ten Thousand Dollars ($10,000.00), the Agreement shall be subject to the examination and audit ofthe State Auditor, at the request of City or as part ofany Protessional Services Agreement with HdL Solhvare l0 of l2 audit ofthe City, for a period ofthree (3) years after final payment under the Agreement. Section 10.MISCELLANEO US PROVISIONS. 10.1 Attornevs' Fees, Ifeither party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attomeys' fees and expenses in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10,2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial ofsuch action shall be vested exclusively in Riverside County. 10.3 Severabilig. If a court of com petent jurisdiction finds or rules that any provision ofthis Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity olany other provision of this Agreement. 10.,1 No Imnlied Wa iver of Breach. The waiver of an y breach of a specific provision ofthis Agreement does not constitute a waiver ofany other breach ofthat term or any other tenn of this Agrecment. t 0.5 Successors and Assisns, 'Ihe provisions of this Agreement shall inure to the benefit ofand shall apply to and bind the successors and assigns ofthe parties 10.6 Consultant Rcprescutatrvc. All matters under this A greement shall be handled for Consultant by 10.7 Citv Contract Administration. This A greement shall be administered by a City Representative ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee. Marta Bonnin HdL Software, LLC 1340 Valley Vista Drive, Suite 200 Diamond Bar, CA 91765-3910 Professional Services Agreement with HdL Sollu'are 10.8 Notices. Any '*'ritten notice to Consultant shall be sertt to: I I of 12 Any written notice to City shall be sent to the Contract Administrator with a copy to: City Manager City of Menifee 2971 4 Haun Road Menit'ee, CA 92586 10.9 IntentionallyOmittcd 10.10 Inteeration. This A greement, including the scope of work 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 agreemi:nts, either written or oral. 10.11 Counternarts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. The Parties have executed this Agreement as ofthe Effective Date. CITY OF MENIFEE CONSULTANT la cc n, Mayo Attest: a ui y Bennett. City Clerk Approved as to Forrn: Karen Feld, City Attorney Proicssional Services Agreement with HdL Software 12ol12 .l Pr-"la