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Contract - ECivis - 2012-08-23AGREEMENT FOR CONSULTANT SERVICES This Agreement ( "AGREEMENT ") is made and effective as of August 23, 2012, between the. Costa Mesa Sanitary District, a sanitary district (":DISTRICT"), and eCivis, Incorporated, a Delaware Corporation (CONSULTANT "). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: Recitals WHEREAS, CONSULTANT is a Delaware Corporation and is the nation's leading online grants management software system; and WHEREAS, the .DISTRICT desires to utilize the services of CONSULTANT and agrees. to subscribe to the Grants Research and Review Pack which includes one (1) peer review and three (3) user licenses offered by CONSULTANT. NOW, THEREFORE, the parties hereto agree as follows; 1. TERM The-term of this AGREEMENT shall be for a period of one year from September 1, 2012 to: August 31, 2013 with two.: one -year extensions at the DISTRICT'S option. Option year 1, if exercised, shall be effective. from September 1, 2013 to August 31., 2014. Option :yearn, if exercised, shall be effective from September 1, 2014 to August 31, 2015. 2. SERVICES CONSULTANT:shall perform the tasks described and set forth in Exhibit A, dated August 28, 2012, attached hereto and incorporated herein. as though set forth in. full. CONSULTANT shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A. 3. PERFORMANCE CONSULTANT shall, at all times, faithfully, competently, and to the best 'of his/her/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. PSA 12,07 4. DISTRICT MANAGEMENT The General Manager 'shall represent DISTRICT in ali matters pertaining to :the administration of this AGREEMENT, including review and approval of all products submitted by: CONSULTANT. Notwithstanding the foregoing,. the General Manager's authority to enlarge the tasks to be performed or change CONSULTANT's compensation is subject to Section 5 hereof. (a) DISTRICT agrees to pay CONSULTANT in accordance with Exhibit A, I ttached hereto and incorporated herein: by reference OR upon completion of the task. This ` amount shall not exceed Four Thousand, Seven. Hundred Ninety Dollars ($4,790.00) for the total. term of this AGREEMENT unless additional payment is approved as provided in this: AGREEMENT Said sum. includes travel and other costs. (b) CONSULTANT shall not be compensated for any services rendered in connection. with its performance of this; AGREEMENT that are in addition to -those. set forth herein, unless such additional services:are requested in a written change order and are approved in advance and in writing by DISTRICT. The written change order requirement cannot be waived. The General Manager.may approve change orders for additional work not to exceed the cumulative value of ten percent (10 % 1 _of the total contract sum. Any additional work in excess. of this cumulative amount shall be approved 'bythe Board of'Directors. (c) CONSULTANT will submit invoices upon task completion unless otherwise. agreed. Payment shall be: made within thirty. (30) 'days of receipt of each invoice as to all non - disputed fees. If DISTRICT disputes any of CONSULTANT's fees, DISTRICT shall give written notice to CONSULTANT within thirty (30) days of receipt of an invoice of any. disputed fees contained in the. invoice. 6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE (a) The DISTRICT may, at any time, for any reason, with or without cause, suspend or terminate this AGREEMENT, or any portion hereof, by serving upon the CONSULTANT written notice. Upon receipt of said notice, the CONSULTANT shall .immediately cease all work under this AGREEMENT, unless the: notice provides otherwise. If the DISTRICT suspends or terminates a portion of this AGREEMENT, such suspension or termination shall not make void or invalidate the remainder of this AGREEMENT. (b) In the event this AGREEMENT is terminated pursuant to this Section, the DISTRICT shall pay to 'CONSULTANTthe actual value of the work performed up to the time of termination, provided that the work. performed is of value to the DISTRICT. PSA 12 07 CONSULTANT shall immediately turn over all work - product to DISTRICT in a readily usable form. Upon termination of the. AGREEMENT pursuant to this Section, the CONSULTANT will submit an invoice to the DISTRICT pursuant to Section 5. 7. DEFAULT OF CONSULTANT (a) The CONSULTANT's failure to comply with the provisions of this AGREEMENT snail constitute 'a default. In the event that CONSULTANT is in default for cause under the terms of this AGREEMENT, 'DISTRICT shall have. no obligation or duty to continue compensating CONSULTANT for any work performed after the date of default and can terminate this AGREEMENT `immed,iately by written notice to the CONSULTANT. If such failure by the CONSULTANT to make progress in the performance of work hereunder arises. out of causes beyond. the CONS,ULTANT's control, and without :fault of negligence of the CONSULTANT, it shall not be .considered a default. (b) As an alternative to the procedure for immediate termination for default set .forth in'subparagraph (a), if. the District Manager or his /her delegate determines. that the .CONSULTANT is, in default in the. performance of any of the terms. or conditions of this AGREEMENT, he /she may` in his /her discretion cause to be served upon the CONSULTANT a written notice of `the default and demand to ,cure; The CONSULTANT shall have ten (1.0) days after service upon it of, said notice to. cure the default by rendering a satisfactory perf ormance. In the event that the CONSULTANT fails to cure its default within such period of time, the DISTRICT shall have, the right, notwithstanding any other provision of this: AGREEMENT, to terminate this AGREEMENT Without further notice and without. prejudice to any other remedy to which it may be entitled at law, in equity or under. this.:AGREEMENT. 8. OWNERSHIP OF DOCUMENTS ,(a) CONSULTANT shall maintain complete and.accurate records with respect to the professional services required by this AGREEMENT and will produce the work product specified in Exhibit A and other such 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. 3 PSA 12 67 (b) Upon completion, termination, or suspension of this AGREEMENT, all work product reduced to any medium. and 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. With respect to computer files, CONSULTANT shall make available to the DISTRICT, at the CONSULTANT's office and .upon reasonable written request by the DISTRICT, the necessary computer software and hardware for purposes of accessing, compiling„ transferring, and printing computer files. Said software and hardware shall be made available. to DISTRICT at CONSULTANT's cost. 9. INDEMNIFICATION. (a) Indemnification for Professional Liability. When the law establishes a professional standard of care for CONSULTANT's services; to the fullest extent perririitted by law, CONSULTANT shall:indemnify, protect, defend, and hold harmless DISTRICT and any and all of its officials, employees, and agents from and against: any and all losses, liabilities; :damages, costs; and expenses, 'including attorney's fees and costs to the extent the same arise out of, pertain' to, or relate to the negligence, recklessness,. or willful.misconduct 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 fullest 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, losses, expenses, or costs of any kind, whether actual, alleged, or threatened, including attorney's fees and costs, court costs, interest, defense costs, and expert Witness fees), where the same arise out .of, pertain to, relate to, are a consequence of, or are in anyway 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, agent, employees,. or subconsultants of.CONSULTANT. 1.0. 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 made part of this AGREEMENT. 4 PSA 12 07 11. 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 CON:SULTANT's officers, employees, or. agents, except as Set forth In this, AGREEMENT. CONSULTANT shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in :any manner officers, employees, 'or ,agents of the DISTRICT. CONSULTANT shall not incur or have the power to incur any debt, obligation, or liability whatsoever against DISTRICT or bind DISTRICT in any manner. (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. 12. 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. 13. 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. DISTRICT in connection with the award, terms, or implementation of this AGREEMENT, including any method of toerciori, confidential financial arrangement, or financial inducement. No officer or employee of the 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.. PSA.12 07 14. 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 has responsibilities with respect to the 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. 15. RELEASE OF INFORMATION / CONFLICTS OF INTEREST (a) All information gained by CONSULTANT in the performance of this AGREEMENT shall be considered confidential and shall not be released by CONSULTANT without DISTRICT's prior written authorization. CONSULTANT and 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. (b) CONSULTANT shall promptly notify, DISTRICT should CONSULTANT or 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 or 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 oright to review any such response does not imply or mean that DISTRICT has a right to control, direct, or rewrite said response. (c) CONSULTANT covenants that neither k6 /sheht nor any "officer or principal of their firm have any interest in,'or shall acquire any interest, directly or indirectly, which will conflict in any manner or degree with the. performance of their services hereunder. CONSULTANT further, covenants that in the performance of this AGREEMENT, no person having such interest shall be employed by it/them as an. officer, employee; :agent, or subconsultant. CONSULTANT further covenants that CONSULTANT has not contracted with nor is performing any -services, directly or indirectly, -with any developer(s) and /or property owner(s) and /or firms) and /or partnership(s) owning property in the DISTRICT or the study area and further covenants and .agrees. that CONSULTANT and /or its subconsultants shall provide no. service or enter into any agreement or agreements with a /any developers) and /or property owner(s) and /or 6 PSA 12107 firm(s) and/or partnership(s) owning property in.the DISTRICT or the study area prior to the completion of the work under this AGREEMENT. 16. 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 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 MesaSanitary- District 628 West 19th Street Costa Mesa, California 92627 Attn: District Clerk To CONSULTANT: eCivis, Incorporated 418 N. Fair Oaks Ave. #301 Pasadena, CA 91103 Attn: Jennifer Fernandez 17. 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. 18. 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. 19. GOVERNING LAW 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 superior or federal district . court with jurisdiction over he DISTRICT. 7 PSA 12 07 20. 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. 29. C0 TENTS.OF REQUEST FOR PROPOSAL AND PROPOSAL CONSULTANT is bound by the contents of Exhibit A, hereto and incorporated herein by this reference. In the event of conflict,. the requirements of DISTRICT'S Request for Proposals and this AGREEMENT shall take precedence over those contained in the CO'NSULTANT's proposals. 22. MODIFICATION No modification to this AGREEMENT shall be: effective unless it is in writing and signed by authorized. representatives of the parties hereto. This written modification requirement cannot be waived. 23. AUTHORITY'TO EXECUTE THIS AGREEMENT The person or persons executing this AGREEMENT on behalf of CONSULTANT' warrant(s) and represent(s) that he /she "/they has /have the authority to execute this AGREEMENT on behalf of the CONSULTANT and has /have the authority to bind CONSULTANT to the performance of its obligations hereunder. 24. 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. 25. BUSINESS LICENSE CONSULTANT shall obtain a business license from the City of Costa Mesa unless legally exempt. 8 P. SA 12 07 IN. WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed.this day and year first above written. COSTA MESA SANITARY DISTRICT General Manager ATTEST: District Clerk APPROVED TO FORM Colin. Burns, Associate District. Counsel 9 PSA 12 "07 eCIVIS, INCORPORATED. CONSULTANT Signature Typed Name Title V P EXHIBIT A t. ( ?CMS Augus(28, 2012 Exhibit A Quote, Costa Mesa Sanitation District Valid through: August 31, 2012 eCivis, Inc., a Delaware corporation 418 N. Fair Oaks:Ave,. #301 Pasadena, CA 91103 Fax: (626) 62673232 Sales Contact: Jennifer Fernandez Grants Research and Review Pack Costa Mesa Sanitation District, CA 628 West I P. Street Costa Mesa, CA 92627 Javier Ochiqul, Management Analyst Phone: (949).645 -8400 3 people to Grants 1 $7,750.00 $7,750.00 as-well as Grants rbduct Sub -Total I $7.750.00 TOTALPR Subscription Period: Cycle 1: 9101 /2012;through 8/31/2013 fora price of $ 4,790. Cycle 2: 910112013.through 8/31/2014 for a price of $ 41790 Cycle 3: 9/01/2014 through 813;112015' for a price of '$ 4,790 Optional Opt -Out after completion of each cycle period. It is agreed that CONSULTANT shall allow. DISTRICT unlimited access to CONSULTANT's website. Said website contains a listing of grants for which DISTRICT may apply. It is also understood that, as part of this AGREEMENT, CONSULTANT agrees to: perform one .peer review for each grant app l'ic:ation prepared by DISTRICT. CONSULTANT shall conduct said.peer reviews in good, faith and with due, regard to CONSULTANT's performance' obligations set.fo.rth. in.paragraph 3 of the AGREEMENT. Toll Free: °(877)'232-4847 418 N. Fair Oaks Ave - ,Suite 301; Pasadena, CA 91103 www:eciyisxom