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Contract - Tripepi Smith - 2021-07-01 AGREEMENT FOR TARGETED COMMUNICATION SUPPORT SERVICES This Agreement is made and effective as of July 1, 2021, between the Costa Mesa Sanitary District, a sanitary district ("District") and Tripepi Smith, a corporation ("Consultant"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: Recitals WHEREAS, District requires communication services to increase District program awareness and maximize resident engagement; WHEREAS, Consultant is experienced in providing communication support and strategy services for other local government entities; and WHEREAS, Consultant is knowledgeable about California legal requirements for local government entities and is competent to provide these services. NOW, THEREFORE, the parties hereto do hereby agree as follows: 1. TERM This Agreement shall commence on July 1, 2021 and shall remain and continue in effect unless sooner terminated pursuant to the provisions of this Agreement. This Agreement shall be for a period of twelve months from July 1, 2021 to June 30, 2022. 2. SERVICES Consultant shall implement five (5) program/service campaigns, provide graphic design and general communication support, host quarterly communication planning meetings, and provide project management services. These services shall meet the requirements of State law and shall be performed in accordance with the proposal set forth as Exhibit A. 3. PERFORMANCE Consultant shall at all times faithfully, competently and to the best of its ability, experience, and talent perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. PAYMENT The District agrees to pay Consultant a sum not to exceed $63,820.50 to implement five (5) program/service campaigns, provide graphic design and general communication support, host quarterly communication planning meetings, and provide project management services, and such other tasks as set forth in Exhibit A. The invoice shall identify the tasks performed and deliverables and shall correspond to the scope of work. Services will be billed on the 15th of each month for$5,318.37 (1/12th of $63,820.50). Should Consultant perform any authorized additional work, that work will be invoiced on the last day of the month in which the work was performed. District will endeavor to pay invoices within 30 days. 5. SUSPENSION OR TERMINATION OF AGREEMENT (a) Either party may terminate the Agreement without cause by giving 30 days notice. In the event of such termination, Consultant shall be entitled to be paid for work performed up until the time of termination provided the work product is produced for District's use. (b) In the event of default, no compensation shall be paid and the Agreement may be terminated in 5 days provided an opportunity to cure is provided in that time period. 6. OWNERSHIP OF DOCUMENTS (a) Consultant shall maintain complete and accurate records with respect to the project and such other information required by District that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of District or its designees at reasonable times to such books and records; shall give District the right to examine and audit said books and records; shall permit District to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. (b) Upon completion, termination or suspension of this Agreement all other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the District and may be used, reused or otherwise disposed of by the District without the permission of the Consultant. 7. INDEMNIFICATION 2 I (a) Indemnification for Professional Liability. When the law establishes a professional standard of care for Consultant's Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless District and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including attorney's fees and costs to the extent the same are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subconsultants (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement. (b) Indemnification for Other Than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, defend and hold harmless District, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, loses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest, defense costs and expert witness fees), 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 subconsultants of Consultant. 8. INSURANCE Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit "B" attached to and part of this Agreement. Such insurance shall include commercial general liability, and current automotive and worker's compensation. A certificate of insurance shall be submitted. 9. INDEPENDENT CONSULTANT (a) Consultant is and shall at all times remain as to the District a wholly independent Consultant. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither District nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. (b) No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, District shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for District. District shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. In addition to the indemnity provisions in Paragraph 7, Consultant shall indemnify District for any claims that any officer, agent or employee of Consultant is eligible for pension or other fringe benefits provided to District's employees. 3 10. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of State and Federal laws and regulations, which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. The District, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section. 11. UNDUE INFLUENCE Consultant declares and warrants that no undue influence or pressure has been used against or in concert with any officer or employee of the Costa Mesa Sanitary District 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 the Costa Mesa Sanitary District will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the District to any and all remedies at law or in equity. 12. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES No member, officer, or employee of District, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to any project during his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the project performed under this Agreement. 13. RELEASE OF INFORMATION / CONFLICTS OF INTEREST (a) All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without District's prior written authorization. Consultant, its officers, employees, agents or subconsultants, shall not without written authorization from the General Manager or unless requested by the District Counsel, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the District. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives District notice of such court order or subpoena. 4 (b) Consultant shall promptly notify District should Consultant, its officers, employees, agents or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, requests for admissions, or other discovery request, court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the District. District retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding. Consultant agrees to cooperate fully with District and to provide the opportunity to review any response to discovery requests provided by Consultant. However, District's right to review any such response does not imply or mean the right by District to control, direct, or rewrite said response. 14. NOTICES Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice: To District: Costa Mesa Sanitary District 290 Paularino Avenue Costa Mesa, California 92626 Attn: General Manager To Consultant: Tripepi Smith PO Box 52152 Irvine, CA 92619 Attn: Ryder Todd Smith 15. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the District. 16. LICENSES At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 17. GOVERNING LAW 5 The District and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior or federal district court with jurisdiction over the Costa Mesa Sanitary District. 18. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 19. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. 20. INTERPRETATION In the event of conflict or inconsistency between this Agreement and any other document, including any proposal or Exhibit hereto, this Agreement shall control unless a contrary intent is clearly stated. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. COSTA MESA SANITARY DISTRICT CONSULTANT Tripepi Smith KNIJe:-Q.2c4A. _ eneral Manager Chief Executive Officer 6 ATTEST: AL II Dis rict CI-rkW APPROVED AS TO FORM: Oft4t," District Counsel � ✓ ;� 7 i a � �7, . ', ' aw' r p ' . .✓y' . �, •4:' ^s jai 6 / f " • i #�� r' n 't'Aty/ � ' r1 '3 �, r , :z4P •t ,• /' I ' r ! w1 • :y` frit ' � r s - ,.L �z.t"` f^� � ^rx s„r ls'Y v cri �6� s^4 a • - _ - - ..-4,---- �-�-iqt . _ v i _ a C r!+ r l� y,.. am- '._ ._,F1.� �► :., ti . 7- V�� `s+r y'`.' ry — _ . : v °w_.-..•y_w-.,ma cAN1 ip .0•>\ VAL-RpORATE9� COSTA MESA SANITARY DISTRICT Scope for Targeted Continued Communication Support February 24, 2021 Submitted by Ryder Todd Smith Version 1.0 TRI PEPI SMITH marketing • technology • public affairs Table of Contents A. SUBMITTAL LETTER 3 B. SCOPE RESPONSE 4 C. 12 Month Summary Cost 5 A. SUBMITTAL LETTER Thank you for the opportunity to present a scope of work for targeted, continued communications support for Costa Mesa Sanitary District. Tripepi Smith has enjoyed the privilege of working with the District over the past year, and we look forward to the opportunity to continuing to support your team's communication efforts. This scope of work follows a similar format as the revised scope we shared leading up to our initial engagement. We list each item being requested by CMSD and break down the cost for each. Through this approach, we will provide a detailed price for each item and a total annual cost for the extended engagement. Please note that our firm's references, qualifications and narrative can be found in the initial proposal submitted to the District in 2020. Per the request of CMSD staff, this scope of work is focused on specific requested items and the related costs. Our team is in the unique position to continue providing uninterrupted support to the Costa Mesa Sanitary District, since we are available to begin this work immediately following the completion of our current engagement at the end of March 2021 . This proposal is valid for a 60-day period starting January 28, 2021. Regards, Ryder Todd Smith Co-Founder & Chief Executive Officer Tripepi Smith PO Box 52152, Irvine, CA 92619 (626) 536-2173 I ryder@tripepismith.com I FAX: (949) 679-8371 B. SCOPE RESPONSE Item 1 . Program/Service Campaigns • Tripepi Smith will leverage our communication strategists, graphic artists, and photography experts to develop and implement five campaigns publicizing the Districts' programs and services. Each campaign will include photography services and support for expanded digital and print advertising. We see general scope for each campaign as follows: Graphic Design Time: 12 Hours Writing and Project Management: 10 Hours Photography Services: 4 Hours (not including travel) Cost Per Campaign: $3,022.50 Item 2. Graphic Design and General Communication Support Tripepi Smith will use its extensive understanding and familiarity of the District's style guide and communication preferences to provide ongoing graphic design and general communication support. Tripepi Smith will provide a mix of resources (averaging 5 hours per week) to meet the needs identified by CMSD. The price per month of this support is: $2,623. • Item 3. Quarterly Communication Planning Meetings Tripepi Smith will host a 2-hour meeting with staff each quarter to identify communication opportunities and guide upcoming communication strategies and tactics. The fee per quarterly meeting is $2,355 inclusive of the pre-planning, meeting and post-meeting detailed follow up. Item 4. Project Management Tripepi Smith will continue to conduct regular, biweekly check-in calls with the CMSD communication team to efficiently manage projects and deliver communication products. The price per month of this project management is $651 . C. 12 Month Summary Cost Work Scope Item Address 12-Month Cost Program/Service Campaigns 1 $15,112.50 Graphic Design and General 2 $31,476 Communication Support Quarterly Communication 3 $9,420 Planning Meetings Project Management 4 $7,812 TOTAL YEAR 1 PROJECTION $63,820.50 Please note this does not include potential advertising fees on platforms like Google, Facebook, Twitter or other advertising. Nor does this include costs for postage on mailer or printing of content. None of those costs were identified in the revised scope. The following ad hoc rates for our work with the District. If we are retainer, then our Hourly-Retainer rates will apply. Title Hourly-Ad Hoc Hourly- Retainer Principal $260 $225 Director $190 $170 Senior Business Analyst $150 $135 Business Analyst $100 $85 Junior Business Analyst $80 $70 Photographer/Videographer $100 $85 Art Director $180 $160 Senior Graphic Artist $135 $110 Graphic Artist $100 $85 Drone Operator $150 $135 As long as the Costa Mesa Sanitary District is on retainer with Tripepi Smith, we will use the above Hourly-Retainer rates for work outside the scope of the retainer agreement. Time at Tripepi Smith is billed in 15-minute increments — i.e. we invoice our time in the following examples: 1.25, .75, 4 or 6.5 hours. Travel costs, if needed, will be reimbursed when agreed-upon by the District. 5 If Tripepi Smith is not on retainer with the client, but the client does over $7,000 in billable hourly work with Tripepi Smith in a single month (i.e., not inclusive of reimbursed expenses), Tripepi Smith will discount all time over $7,000 with a 15% discount rate to recognize the volume of work. For example, a $8,000 invoice for a given month will be discounted $150. Other Fees Because Tripepi Smith offers a broad set of services, including extensive content production, we have some other content production-related fees that may come up during the course of our engagement that we want to tell you about. Equipment Fees Tripepi Smith offers some services that require equipment, such as drone operations and video production. As such, in those cases, the following rates apply: $550 for a full day of video equipment use (includes full set of video equipment). A full day is defined as a shoot lasting more than four hours. $350 for a half day of video equipment use. A half day is defined as anything up to four hours of video production. All such expenses will be authorized by the organization prior to fee being assessed. $500/day drone fee applies and is not inclusive of the drone operator time (Senior Business Analyst rate). Printing Fees Tripepi Smith is happy to use a printer of the client's choosing for print production work, or to recommend a printer with whom we have experience. Tripepi Smith typically has the printer bill the client directly for work. Tripepi Smith makes no money on print services and has no economic interest in the selected print vendor other than ensuring quality and fair pricing for our clients. If Tripepi Smith is asked to pay the bill for the client, we will apply a 10% agency fee to the reimbursement expense. Digital Advertising Fees Tripepi Smith is a Google Partner and Constant Contact Solution Provider and has Facebook Certified staff. We consider digital platforms to be a cornerstone element of any outreach strategy; often this comes with digital advertising fees. Tripepi Smith typically uses a client's credit card to cover such fees, and those fees are impossible to estimate at this time without our firm being engaged in the work with the team Page I Exhibit B - Insurance Requirements (1). Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. (2). Minimum Limits of Insurance. Applicants shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Workers' Compensation and Employer's Liability: Workers' Compensation limits as required by the Labor Code of the State of California. Employer's Liability limits of$1,000,000 per accident for bodily injury or disease. (3) Insurance Endorsements. The insurance policies shall contain the following provisions, or Applicant shall provide endorsements on forms supplied or approved by the District to add the following provisions to the insurance policies: (A) General Liability. The general liability policy shall be endorsed to state that: (1) the District, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insured with respect to the Work or operations performed by or on behalf of the Applicant, including materials, parts or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects the District, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Applicant's scheduled underlying coverage. Any insurance or self-insurance maintained by the District, its directors, officials, officers, employees, agents and volunteers shall be excess of the Applicant's insurance and shall not be called upon to contribute with it in any way. (B) Automobile Liability. The automobile liability policy shall be endorsed to state that: (1) the District, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Applicant or for which the Applicant is responsible; and (2) the insurance coverage shall be primary insurance as respects the District, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Applicant's scheduled underlying coverage. Any insurance or self-insurance maintained by the District, its directors, officials, officers, employees, agents and volunteers shall be excess of the Applicant's insurance and shall not be called upon to contribute with it in any way. (C) Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the District, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Applicant Page 12 (D) All Coverages. Each insurance policy required shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the District; and (B) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the District, its directors, officials, officers, employees, agents and volunteers. (4) Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating no less than A- or better, licensed to do business in California, and satisfactory to the District. ,2