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GIS RFP 12-05-2023-Final

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CITY OF AVALON

REQUEST FOR PROPOSALS


AND

CONTRACT DOCUMENTS

FOR

GEOGRAPHIC INFORMATION SYSTEM (GIS)


SERVICES AND SOFTWARE
410 Avalon Canyon Road
P.O. Box 707
Avalon, California 90704
(310) 510-0220 | www.cityofavalon.com

Tentative Timeline

Publication Date: Tuesday, December 5, 2023

Written Questions Submissions Due: Tuesday, December 19, 2023 by 2:00 PM

Proposals Due: Tuesday, January 9, 2024 by 2:00 PM

Presentations (Virtual): Week of January 29, 2024

Contract Award: Tuesday, February 6, 2024

Start of Services: Friday, March 1, 2024

(BB&K 2022)
CITY OF AVALON
NOTICE INVITING PROPOSALS

FOR
GEOGRAPHIC INFORMATION SYSTEM (GIS)
SERVICES AND SOFTWARE

PUBLIC NOTICE IS HEREBY GIVEN that proposals will be received by the City of Avalon
(“City”) in the office of the City Clerk, 410 Avalon Canyon Road, P.O. Box 707, Avalon,
CA 90704 until 2:00 pm, Tuesday, January 9, 2024. Proposals received after this date
will be considered unresponsive. Electronic submitted proposals will be accepted to
jfrancis@cityofavalon.com.

The City is soliciting this Request for Proposal (RFP) for the selection of a consultant to
provide Geographic Information Services (GIS), described in the Scope of Services
section, along with GIS web-based software. This RFP does not constitute a contract for
services performed or to be performed. Following the selection of the consultant, the City
will negotiate a finalized Scope of Services. The City’s objective is for staff to have access
to a web-browser and mobile type GIS product.

The award of this contract is subject to available budget adequate to carry out the
provisions of the proposed agreement including the identified scope of services. The City
reserves the right to reject any or all proposals determined not to be in the best interest
of the City.

Interested proposers may download copies of the Contract Documents by visiting the
City’s web site www.citvofavalon.com. Firms that anticipate submitting a proposal are
required to send an email to the City contract acknowledging receipt of the Contract
Documents so that the City can add the firm to its notification list. Please include the
contact person, the name of the firm, address, phone number, and e-mail address.
Addenda will be published on the City’s website.

For technical questions related to this RFP, please contact:


Pat Grady, IT Consultant
pgrady@cityofavalon.com | (760) 820-4942

(BB&K 2022) 1
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
CITY OF AVALON
REQUEST FOR PROPOSALS

GEOGRAPHIC INFORMATION SYSTEM (GIS)


SERVICES AND SOFTWARE

I. BACKGROUND AND INTRODUCTION

The City of Avalon (“City”) is requesting proposals from qualified firms 1


(“Proposers”) for City GIS Services (“Services”), which shall be provided
under the general direction of the City Manager or designee.

The City of Avalon is the only incorporated full-service city on Santa


Catalina Island. The City of Avalon is within Los Angeles County and has a
population of approximately 3,500 residents and 1 million visitors each year.

Currently, the City utilizes an on premise GIS web based software with a
SQL Server back-end, provided by GDMS. The layers that are currently
maintained include Easements, Land Use, City Zoning, Parcels, Sewer,
Salt Water, Atlas maps, FEMA, Aerial Imagery and General Plan data. The
selected consultant will host and maintain the City’s data and implement
web-based and mobile software.

II. CITY CONTACTS

The principal contacts for the City are Pat Grady, IT Consultant, (760) 820-
4942, pgrady@cityofavalon.com and Jocelyn Francis, Assistant City
Manager, (310) 510-0220 x124, jfrancis@cityofavalon.com, who will
coordinate the assistance to be provided by the City to the Proposer.

III. REQUEST FOR PROPOSALS

A. Scope of Services

The Services sought under this Request for Proposals (“RFP”) are set forth
in more detail in Exhibit “A” attached hereto and incorporated herein by
this reference. Notwithstanding the inclusion of such Services in Exhibit
“A” the final scope of Services negotiated between City and the successful
Proposer shall be set forth in the Agreement (“Agreement”) executed by and
between City and the successful Proposer. A copy of the sample
Agreement is attached hereto as Exhibit “C” and incorporated herein by
this reference.

1
Use of the term “firm” throughout this document shall mean individual proprietorship, partnership, Limited Liability Company,
corporation or joint venture.

(BB&K 2022) 2
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
B. Content and Format of Proposal

Proposals shall be concise, well organized and demonstrate qualifications


and applicable experience. Proposals shall be organized, tabbed, and
numbered in the order presented below. Proposals must include page
numbers for all pages in the proposal. The proposal shall be signed by an
individual, partner, officer or officers authorized to execute legal documents
on behalf of the Proposer.

Proposals shall be in the following order and shall include:

1. Executive Summary

Summarize the content of your proposal in a clear and concise


manner.

2. Table of Contents

3. Title Sheet

a. Legal name and address of the company.

b. Legal form of company (partnership, corporation).

c. If company is a wholly owned subsidiary of a “parent


company,” identify the “parent company.”

d. Name, title, address and telephone number of the proposed


representative to contact concerning the Proposal Submittal.

4. Staffing Resources

a. Contractor Staffing and Key Personnel

(i) Provide the number of staff to be assigned to perform


the Services and the job title of each as well as your
firm’s capacity to provide additional personnel as
needed.

(ii) Describe proposed team scheduling, including


responsibilities of key personnel.

5. Experience and Technical Competence

a. Experience

(BB&K 2022) 3
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
(i) The Proposer shall provide a description of how the
Proposer’s experience, technical and professional
skills will meet the goals and fulfill the general functions
identified in this RFP.

(ii) The Proposer shall state the number of years the firm
has conducted business.

(iii) Provide three (3) references regarding the Proposer’s


experience and performance performing similar
services.

b. Technical Competence

(i) Description of in-house resources.

6. Proposed Method to Accomplish the Work

Describe the approach to providing the Services to the City.


Proposer should take into account the scope of the Services, goals
of the City, and general functions required. Include a draft first year
schedule of tasks, milestones, and deliverables that will provide for
timely provision of the Services. In reviewing the Scope of Services
and goals described in Exhibit “A,” the Proposer may identify
additional necessary tasks and is invited to bring these to the City’s
attention within the discussion of its proposed method to accomplish
the work.

• Qualified firms must provide a detailed list of proposed


operating system, network environment, hardware, and
minimum City computer standards required;

• Overview of the software components required in order to


meet the scope within the RFP. This includes server and client
applications, along with applicable hardware necessary to
meet functionality;

• Response to the defined minimum set of features and


functionalities included in the scope of work;

• Clear detailed description of services to be provided. The


detailed description should include step-by-step, full
implementation, including milestone dates;

• Data migration and data integration plan;

(BB&K 2022) 4
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
• Security and privacy certifications;

• Training plan for users and super-users, pre-recorded videos,


FAQs, and manuals;

• Technical desk support offerings, client support, user group


meetings/conferences; and

• Preventative maintenance, and software updates/releases.

7. Fee Proposal

Qualified firms shall provide an itemized quote that includes all


provisions including, but not limited to deliverables, initial project
implementation, data integration, training and support, and annual
subscription fees, as described in the Scope of Services.

8. Insurance

See the Agreement, attached hereto as Exhibit “C,” for a


description of the insurance requirements.

9. Litigation

Provide litigation history for any claims filed by your firm or against
your firm related to the provision of Services in the last five (5) years.

10. Other Information

This section shall contain all other pertinent information regarding the
following:

a. Description of any previous involvement with the City.

b. A statement that the Proposer has no conflicts of interest in


connection with providing the Services.

11. Appendices

C. No Deviations from the RFP

In submitting a proposal in response to this RFP, Proposer is certifying that


it takes no exceptions to this RFP including, but not limited to, the
Agreement. If any exceptions are taken, such exceptions must be clearly
noted in the proposal and may be reason for rejection of the proposal. As
such, Proposer is directed to carefully review the sample Agreement and,
in particular, the insurance and indemnification provisions therein.

(BB&K 2022) 5
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
D. Selection Process

1. The City will evaluate proposals based on the following criteria:

a. The firm has no conflict of interest with regard to any other


work performed by the firm for the City.

b. Clarity and conformance of proposal to RFP.

c. Content of the proposal.

d. Proposer’s experience and performance.

e. Team members’ experience and performance.

f. Fee proposal.

2. During the evaluation process, the City reserves the right, where it
may serve the City's best interest, to request additional information
or clarifications from Proposers, or to allow corrections of errors or
omissions.

3. It is the City’s intent to select a Proposer to perform the Services


based on the above criteria. The City reserves the right to reject all
proposals, select by proposal review only or interview as needed.
Certain Proposers may be selected to make a brief presentation and
oral interview after which a final selection will be made. The
successful Proposer will be selected on the basis of information
provided in the RFP, in-person presentations, and the results of the
City’s research and investigation. Upon selection of a Proposer, the
City will endeavor to negotiate a mutually agreeable Agreement with
the selected Proposer. In the event that the City is unable to reach
agreement, the City will proceed, at its sole discretion, to negotiate
with the next Proposer selected by the City. The City reserves the
right to contract for services in the manner that most benefits the City
including awarding more than one contract if desired.
4. After negotiating a proposed Agreement that is fair and reasonable,
City staff will make the final recommendation to either the City
Manager or City Council concerning the proposed Agreement.

E. Protests

1. Protest Procedures

(BB&K 2022) 6
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
Submitted proposals will be made available for review in accordance
with the California Public Records Act and after a submission of a
Public Records Act Request to the City Clerk’s Office.

Proposers may file a protest with the City Clerk. In order for a Proposer’s
protest to be considered valid, the protest must:

a. Be filed in writing not later than 5:00 p.m. (local time) on the
fifth business day after the City issues a Notice of Intent to
Award for the subject project, based on one of the following
criteria:

(i) The Proposer’s disagreement with the determination or


recommendation by the City regarding the Proposer’s
proposal;

(ii) Non-compliance with RFP;

(iii) Non-compliance with City policy; or

(iv) Non-compliance with state or federal law.

b. Clearly identify the specific irregularity or basis for the protest;

c. Specify, in detail, the factual and legal grounds for the protest;

d. Include all relevant supporting documentation with the protest


at time of filing.

2. City Review

The City will review and evaluate the basis of the protest provided
the protest is filed in strict conformity with the foregoing. The City
shall provide the Proposer submitting the protest with a written
statement concurring with or denying the protest. Action by the City
relative to the protest will be final and not subject to appeal or
reconsideration. The procedure and time limits set forth in this
Section are mandatory and are the Proposer’s sole and exclusive
remedy in the event of protest. Failure to comply with these
procedures will constitute a waiver of any right to further pursue the
protest, including filing a Government Code claim or legal
proceedings.

All protests filed with the City Clerk shall be delivered to the
following address:

(BB&K 2022) 7
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
City Clerk - City of Avalon
410 Avalon Canyon Road
P.O. Box 707
Avalon, California 90704

F. Proposal Schedule

The tentative schedule is as follows:

ACTION DATE

Release of Request for Proposal Tuesday, December 5, 2023

Last Day to Submit Questions for Clarification Tuesday, December 19, 2023
received by the City on or before 2:00 pm

Clarifications Issued by City on or before 5:00 pm Friday, December 22, 2023

Deadline for Receipt of Proposals Tuesday, January 9, 2024


submitted on or before 2:00 pm

Finalist Presentations Week of January 29, 2024

Contract Award Tuesday, February 6, 2024

The above scheduled dates are tentative and City retains the sole discretion
to adjust the above schedule. Nothing set forth herein shall be deemed to
bind City to award a contract for the Services and City retains the sole
discretion to cancel or modify any part of or all of this RFP at any time.

G. Submittal Requirements

1. General:

It is strongly recommended that the Proposer submit proposals in the


format identified in this RFP to allow the City to fully evaluate and
compare the proposal. All requirements and questions in the RFP
should be addressed and all requested data shall be supplied. The
City reserves the right to request additional information which, in the
City’s opinion, is necessary to assure that the Proposer’s
competence, number of qualified employees, business organization
and financial resources are adequate to perform according to the
Agreement.

2. Preparation:

(BB&K 2022) 8
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
Proposals should be prepared in such a way as to provide a
straightforward, concise delineation of capabilities to satisfy the
requirements of this RFP. Responses should emphasize the
Proposer’s demonstrated capability to perform the Services.
Emphasis should be concentrated on completeness, approach to the
work and clarity of proposal.

3. Site Examination: Proposers may visit City and its physical facilities
to determine the local conditions which may in any way affect the
performance of the work; familiarize themselves with all federal,
state and local laws, ordinances, rules, regulations, and codes
affecting the performance of the Services; make such
investigations, as it may deem necessary for performance of the
work at its proposal price within the terms of the Agreement; and
correlate its observations, investigations, and determinations with
the requirements of the Agreement.

4. Confidentiality of Proposal

Proposals submitted in response to this RFP shall be held


confidential by City and shall not be subject to disclosure under the
California Public Records Act (Cal. Government Code section 6250
et seq.) until after either City and the successful Proposer have
completed negotiations and entered into an Agreement or City has
rejected all proposals. All correspondence with the City including
responses to this RFP will become the exclusive property of the City
and will become public records under the California Public Records
Act. The City will have no liability to the Proposer or other party as
a result of any public disclosure of any proposal or the Agreement.

If a Proposer desires to exclude a portion of its proposal from disclosure


under the California Public Records Act, the Proposer must mark it as such
and state the specific provision in the California Public Records Act which
provides the exemption as well as the factual basis for claiming the
exemption. For example, if a Proposer submits trade secret information,
the Proposer must plainly mark the information as “Trade Secret” and refer
to the appropriate section of the California Public Records Act which
provides the exemption as well as the factual basis for claiming the
exemption. If a request is made for information marked “Confidential”,
“Trade Secret” or “Proprietary” (“Proprietary Information”) the City will
provide Proposers who submitted the information with reasonable notice to
seek protection from disclosure by a court of competent jurisdiction.
Proposer shall have five (5) working days after receipt of such notice to give
City written notice of Proposer's objection to the City's release of Proprietary
Information. Proposer shall indemnify, defend and hold harmless the City,
and its officers, directors, employees, and agents from and against all

(BB&K 2022) 9
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
liability, loss, cost or expense (including attorney's fees) arising out of a legal
action brought to compel the release of Proprietary Information.

Proposals which indiscriminately identify all or most of the proposal as


exempt from disclosure without justification may be deemed unresponsive
and disqualified from further participation in this RFP.

5. Submittal Instructions.

The proposal must be received no later than 2:00 pm local time, on


or before Tuesday, January 9th 2024 at the office of the:

City Clerk - City of Avalon


410 Avalon Canyon Road
P.O. Box 707
Avalon, California 90704

The envelope should clearly indicate “Proposal for City GIS Services” and
Proposer's name and address shall appear in the upper left hand corner of
the envelope. If more than one envelope is required, each envelope shall
be legibly numbered below the name of the Proposer, e.g. Envelope 1 of 3,
as required.

The City will not be responsible for proposals that are delinquent, lost,
incorrectly marked, sent to an address other than that given herein, or sent
by mail or courier service and not signed for by the City.

Alternatively, proposals may be submitted electronically in a PDF format to


Jocelyn Francis, Assistant City Manager at jfrancis@cityofavalon.com with
a header that clearly indicates “Proposal for City GIS Services” with the
Proposer’s name, address, and phone number in the signature block.

H. Miscellaneous

1. Amendments to RFP:

The City reserves the right to amend the RFP or issue to all
Proposers addenda to answer questions for clarification.

2. Non-Responsive Proposals

A proposal may be considered non-responsive if conditional,


incomplete, or if it contains alterations of form, additions not called
for, or other irregularities that may constitute a material change to the
proposal.

(BB&K 2022) 10
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
3. Amendments to Proposals

Unless specifically requested by the City, no amendment, addendum


or modification will be accepted after a proposal has been submitted
to City. If a change to a proposal that has been submitted is desired,
the submitted proposal must be withdrawn and the replacement
proposal submitted to City prior to the deadline stated herein for
receiving proposals.

4. Costs for Preparing:

The City will not compensate any Proposer for the cost of preparing
any proposal, and all materials submitted with a proposal shall
become the property of the City. The City will retain all proposals
submitted and may use any idea in a proposal regardless of whether
that proposal is selected.

5. Cancellation of RFP:

City reserves the right to cancel this RFP at any time prior to contract
award without obligation in any manner for proposal preparation,
interview, fee negotiation or other marketing costs associated with
this RFP.

6. Price Validity:

Prices provided by Proposers in response to this RFP are valid for


90 days from the proposal due date. The City intends to award the
contract within this time but may request an extension from the
Proposers to hold pricing, until negotiations are complete and the
contract is awarded.

7. No Commitment to Award:

Issuance of this RFP and receipt of proposals does not commit the
City to award a contract. City expressly reserves the right to
postpone the proposal for its own convenience, to accept or reject
any or all proposals received in response to this RFP, to negotiate
with more than one Proposer concurrently, or to cancel all or part of
this RFP.

8. Requests for Clarification:

All questions, requests for interpretations or clarifications, either


administrative or technical must be requested in writing and directed
to the City Contact, identified above. All written questions, if

(BB&K 2022) 11
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
answered, will be answered in writing, conveyed to all interested
firms, and shared with interested firms. Oral statements by any
persons should be considered unverified information unless
confirmed in writing. To ensure a response, questions must be
received in writing by 2:00 p.m. local time on the date identified in the
Key Information.

9. Right to Negotiate and/or Reject Proposals:

City reserves the right to negotiate any price or provision, task order
or service, accept any part or all of any proposals, waive any
irregularities, and to reject any and all, or parts of any and all
proposals, whenever, in the sole opinion of City, such action shall
serve its best interests and those of the tax-paying public. The
Proposers are encouraged to submit their best prices in their
proposals, and City intends to negotiate only with the Proposer(s)
whose proposal most closely meets City’s requirements at the lowest
estimated cost. The Agreement, if any is awarded, will go to the
Proposer whose proposal best meets City’s requirements.

10. Non-Discrimination:

The City does not discriminate on the basis of race, color, national
origin, religion, age, ancestry, medical condition, disability or gender
in consideration for an award of contract.

Publication Date of RFP: Tuesday, December 5, 2023

(BB&K 2022) 12
GIS SERVICES AND SOFTWARE
REQUEST FOR PROPOSAL
EXHIBIT “A”
PROPOSED SCOPE OF SERVICES

The City’s GIS vision is the deployment of a hosted enterprise mapping solution. The
City recognizes the importance of having an enterprise GIS system as the building block
to achieve this vision.

This enterprise application will be used by City and contract personnel to access the
GIS data and other relevant spatial information available from the County of Los
Angeles. This application shall be customizable and intuitive for both technical and non-
technical staff, high performance, compatible with both Android and iOS mobile
operating system, real-time synchronization, secure and should be accessible in the
office as well as in the field. This application, data storage, data management, software
updates, training, and technical support shall be administered by the consultant and
included in the annual subscription cost. The City will provide the consultant with access
to all GIS related source data required to begin the project.

The Scope of services for the project shall include, but not be limited to:

• Meet with staff to review the City’s GIS needs.

• Web Based GIS with capabilities to generate a variety of reports.

• Basic Web Based Tools: Google Satellite and Street View (Embedded) Search
(Owner, APN/API, Feature, Street Intersection), Address Locator, Asset Locator,
Printing, Zoom, Book Marks, Redlining, Share Collaborator (Via Email),
Reporting (Property Detail/Maintenance), Measurement Tool, Attribute Updater,
Mailing Label Creator, Field Notes, Data Exporter, Link Document and Data
Collector.

• Valve Isolation Tool: This tool shall allow a user to specify a location, such as a
main break and determine which valves to close and show customers who will be
out of service (Valve Isolation Trace).

• Document Linkage Tool: This tool shall allow a user to gain access to documents
that have been linked through a unique ID. This tool shall be able to operate on a
one to many based relationships and allow users to link documents within the
web-based mapping system.

(BB&K 2022) Exhibits - 1


65059.00000\35036555.2
• Attribute Editor Tool: This tool will allow users to update GIS feature attribute
data within the GIS environment.

• Computer Maintenance Management System (CMMS) Work Order Module.

• GIS data updates to Salt Water, Sewer and other facilities as needed.

• Train staff in multiple sessions.

• Mobile GIS application for field personnel to collect the data with the following
tools and capabilities:

o Open and close work orders/service orders


o Connected and Disconnected mode
o GPS option to zoom to current location
o Search capability for address, location, assets etc.
o Redlining on the map and As-built drawings
o Ability to view the As-built drawings in disconnect mode
o Ability to collect the data in disconnect mode
o Ability to take pictures and videos and attach to assets
o Dashboard which shows all the work completed for a day and for the last
90 days
o Automated and real time synching technology
o Modules:
 Valve data collection module
 Hydrant Flushing module
 Leak Data collection module
 Backflow Inspection module
 USA DigAlert ticket module
 Sewer Line Cleaning module
 Manhole Inspection module
 CCTV Videos module

(BB&K 2022) Exhibits - 2


65059.00000\35036555.2
EXHIBIT “B”
PROPOSAL TITLE SHEET

CITY OF AVALON - REQUEST FOR PROPOSAL


GIS SERVICES

Closing Date & Time: Tuesday, January 9, 2024 by 2:00 pm.

Today’s Date: _____________________

The undersigned hereby submits its proposal and, by doing so, agrees to furnish
services to the City in accordance with the Request for Proposal (RFP), and to be
bound by the terms and conditions of the RFP.

Name of Firm:

Legal Name:

Business Type Corporation Sole Proprietorship No. Total


(check one): Partnership Limited Liability Company Employees:

Mailing Address

Phone Number: E-Mail:

Contact Name: Title:

Signature: Date:

PROPSOAL: Attach one (1) copy of your proposal package.

(BB&K 2022) Exhibit - Agreement - 1


65059.00000\35036555.2
EXHIBIT “C”

CITY OF AVALON
PROFESSIONAL SERVICES AGREEMENT

1. PARTIES AND DATE.

This Agreement is made and entered into this _____ day of ________,
20___, by and between the City of Avalon, a municipal corporation
organized under the laws of the State of California with its principal place of
business at 410 Avalon Canyon Road, Avalon, California 90704 ("City") and
[INSERT NAME OF COMPANY], a [INSERT TYPE OF BUSINESS; I.E.,
CORPORATION (INCLUDE STATE OF INCORPORATION), LIMITED
LIABILITY COMPANY, SOLE PROPRIETORSHIP, ETC.], with its principal
place of business at [INSERT ADDRESS] ("Consultant"). City and
Consultant are sometimes individually referred to herein as "Party" and
collectively as "Parties."

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision


of certain professional services required by the City on the terms and
conditions set forth in this Agreement. Consultant represents that it is
experienced in providing [***INSERT TYPE***] services to public clients, is
licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such professional services for


the [***INSERT NAME OF PROJECT, AND CONTRACT NUMBER, IF
APPLICABLE***] project ("Project") as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to


the City all labor, materials, tools, equipment, services, and incidental and customary work
necessary to fully and adequately supply the professional [***INSERT TYPE***] consulting
services necessary for the Project ("Services"). The Services are more particularly described in
Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject
to, and performed in accordance with, this Agreement, the exhibits attached hereto and
incorporated herein by reference, and all applicable local, state and federal laws, rules and
regulations. [INSERT IF FEDERAL FUNDS WILL BE USED; OTHERWISE ALWAYS DELETE:
Additionally, Consultant shall comply with all Federal requirements applicable to the Services as
set forth in Exhibit “A-I.”]

3.1.2 Term. The term of this Agreement shall be from [INSERT DATE] to
(BB&K 2022) Exhibit - Agreement - 2
65059.00000\35036555.2
[INSERT DATE], unless earlier terminated as provided herein. [***INSERT THE FOLLOWING
SENTENCE FOR MULTI-YEAR, AUTOMATIC RENEWAL NOT TO EXCEED THREE
CONSECUTIVE YEARS; OTHERWISE, ALWAYS DELETE: The City shall have the unilateral
option, at its sole discretion, to renew this Agreement automatically for no more than [INSERT
NUMBER] additional one-year terms.***] Consultant shall complete the Services within the term
of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Compensation.

3.2.1 Compensation. Consultant shall receive compensation, including


authorized reimbursements, for all Services rendered under this Agreement at the rates set forth
in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall
not exceed [***INSERT AMOUNT WRITTEN OUT] ($[***INSERT NUMBER]) without written
approval of the City Council or City Manager, as applicable. Extra Work may be authorized, as
described below, and if authorized, will be compensated at the rates and manner set forth in this
Agreement.

3.2.2 Payment of Compensation. Consultant shall submit to City a monthly


invoice which indicates work completed and hours of Services rendered by Consultant. The
invoice shall describe the amount of Services provided since the initial commencement date, or
since the start of the subsequent billing periods, as appropriate, through the date of the invoice.
City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed
and approved charges. If the City disputes any of Consultant's fees, the City shall give written
notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth
therein. Payment shall not constitute acceptance of any Services completed by Consultant. The
making of final payment shall not constitute a waiver of any claims by the City for any reason
whatsoever.

3.2.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any
expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.

3.2.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which
is determined by City to be necessary for the proper completion of the Project, but which the
Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization
from the City.

3.2.5 Rate Increases. In the event that this Agreement is renewed pursuant to
Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal
as set forth in Exhibit “C.”

3.3 Responsibilities of Consultant.

3.3.1 Independent Contractor; Control and Payment of Subordinates. The


Services shall be performed by Consultant or under its supervision. Consultant will determine the
means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perform similar or different services for others during the term of
this Agreement. Any personnel performing the Services on behalf of Consultant shall also not be
employees of City and shall at all times be under Consultant's exclusive direction and control.
Neither City, nor any of its officials, officers, directors, employees or agents shall have control
(BB&K 2022) Exhibit - Agreement - 3
65059.00000\35036555.2
over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as
set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such
personnel in connection with their performance of Services under this Agreement and as required
by law. Consultant shall be responsible for all reports and obligations respecting such additional
personnel, including, but not limited to: social security taxes, income tax withholding,
unemployment insurance, disability insurance, and workers' compensation insurance.

3.3.2 Schedule of Services. Consultant shall perform the Services expeditiously,


within the term of this Agreement, and in accordance with the Schedule of Services set forth in
Exhibit "A" attached hereto and incorporated herein by reference. Consultant represents that it
has the professional and technical personnel required to perform the Services in conformance
with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall
respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall
provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.3.3 Conformance to Applicable Requirements. All work prepared by


Consultant shall be subject to the approval of City.

3.3.4 Substitution of Key Personnel. Consultant has represented to City that


certain key personnel will perform and coordinate the Services under this Agreement. Should
one or more of such personnel become unavailable, Consultant may substitute other personnel
of at least equal competence upon written approval of City. In the event that City and Consultant
cannot agree as to the substitution of key personnel, City shall be entitled to terminate this
Agreement for cause. The key personnel for performance of this Agreement are as follows:
[***INSERT NAME AND TITLE***].

3.3.5 City's Representative. The City hereby designates [***INSERT NAME


AND TITLE***], or his/her designee, to act as its representative in all matters pertaining to the
administration and performance of this Agreement ("City's Representative"). City's
Representative shall have the power to act on behalf of the City for review and approval of all
products submitted by Consultant but not the authority to enlarge the Scope of Services or change
the total compensation due to Consultant under this Agreement. The City Manager shall be
authorized to act on City's behalf and to execute all necessary documents which enlarge the
Scope of Services or change the Consultant's total compensation subject to the provisions
contained in this Agreement. Consultant shall not accept direction or orders from any person
other than the City Manager, City's Representative or his/her designee.

3.3.6 Consultant's Representative. Consultant hereby designates [***INSERT


NAME AND TITLE***], or his/her designee, to act as its representative for the performance of this
Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority
to represent and act on behalf of the Consultant for all purposes under this Agreement. The
Consultant's Representative shall supervise and direct the Services, using his/her 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.

3.3.7 Coordination of Services. Consultant agrees to work closely with City staff
in the performance of Services and shall be available to City's staff, consultants and other staff at
all reasonable times.

3.3.8 Standard of Care; Performance of Employees. Consultant shall perform all


Services under this Agreement in a skillful and competent manner, consistent with the standards
(BB&K 2022) Exhibit - Agreement - 4
65059.00000\35036555.2
generally recognized as being employed by professionals in the same discipline in the State of
California. Consultant represents and maintains that it is skilled in the professional calling
necessary to perform the Services. Consultant warrants that all employees and subconsultants
shall have sufficient skill and experience to perform the Services assigned to them. Finally,
Consultant represents that it, its employees and subconsultants have all licenses, permits,
qualifications and approvals of whatever nature that are legally required to perform the Services,
and that such licenses and approvals shall be maintained throughout the term of this Agreement.
Consultant shall perform, at its own cost and expense and without reimbursement from the City,
any services necessary to correct errors or omissions which are caused by the Consultant's failure
to comply with the standard of care provided for herein. Any employee of the Consultant or its
subconsultants who is determined by the City to be uncooperative, incompetent, a threat to the
adequate or timely completion of the Project, a threat to the safety of persons or property, or any
employee who fails or refuses to perform the Services in a manner acceptable to the City, shall
be promptly removed from the Project by the Consultant and shall not be re-employed to perform
any of the Services or to work on the Project.

3.3.9 Period of Performance.

3.3.9.1 Consultant shall perform and complete all Services under this
Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall
also perform the Services in strict accordance with any completion schedule or Project milestones
described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing
by the City and Consultant (“Performance Milestones”). Consultant agrees that if the Services
are not completed within the aforementioned Performance Time and/or pursuant to any such
Project Milestones developed pursuant to provisions of this Agreement, it is understood,
acknowledged and agreed that the City will suffer damage.

3.3.9.2 Neither City nor Consultant shall be considered in default of this


Agreement for delays in performance caused by circumstances beyond the reasonable control of
the non-performing Party. For purposes of this Agreement, such circumstances include a Force
Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s
performance and is one or more of the following: (1) Acts of God or other natural disasters; (2)
terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without
limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by
governmental authorities that are required for the services); (4) strikes and other organized labor
action occurring at the site and the effects thereof on the services, only to the extent such strikes
and other organized labor action are beyond the control of Consultant and its subcontractors, and
to the extent the effects thereof cannot be avoided by use of replacement workers; and (5)
pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of
governmental authorities,” includes ordinances, emergency proclamations and orders, rules to
protect the public health, welfare and safety, and other actions of a public agency applicable to
the services and Agreement.

3.3.9.3 Should a Force Majeure Event occur, the non-performing Party


shall, within a reasonable time of being prevented from performing, give written notice to the other
Party describing the circumstances preventing continued performance and the efforts being made
to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of
the Party responsible for the delay, shall not entitle Consultant to any additional compensation.
Notwithstanding the foregoing in this section, the City may still terminate this Agreement in
accordance with the termination provisions of this Agreement.

(BB&K 2022) Exhibit - Agreement - 5


65059.00000\35036555.2
3.3.10 Laws and Regulations; Employee/Labor Certification. Consultant shall
keep itself fully informed of and in compliance with all local, state and federal laws, rules and
regulations in any manner affecting the performance of the Project or the Services, including all
Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for
all violations of such laws and regulations in connection with Services. If Consultant performs
any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely
responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its
officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the
indemnification provisions of this Agreement, from any claim or liability arising out of any failure
or alleged failure to comply with such laws, rules or regulations.

3.3.10.1 Employment Eligibility; Consultant. Consultant certifies that it


fully complies with all requirements and restrictions of state and federal law respecting the
employment of undocumented aliens, including, but not limited to, the Immigration Reform and
Control Act of 1986, as may be amended from time to time and shall require all subconsultants
and sub-subconsultants to comply with the same. Consultant certifies that it has not committed
a violation of any such law within the five (5) years immediately preceding the date of execution
of this Agreement, and shall not violate any such law at any time during the term of the Agreement.

3.3.10.2 Employment Eligibility; Failure to Comply. Each person


executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer
of Consultant, and understands that any of the following shall be grounds for the City to terminate
the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, sub-
subcontractors or subconsultants to meet any of the requirements provided for in Sections
3.3.10.1 or 3.3.10.2; (2) any misrepresentation or material omission concerning compliance with
such requirements (including in those verifications provided to the Consultant under Section
3.3.10.2); or (3) failure to immediately remove from the Project any person found not to be in
compliance with such requirements.

3.3.10.3 Equal Opportunity Employment. Consultant represents that it is


an equal opportunity employer and it shall not discriminate against any subconsultant, employee
or applicant for employment because of race, religion, color, national origin, handicap, ancestry,
sex or age. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination. Consultant shall also comply with all relevant provisions of City's Minority Business
Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in
effect or hereinafter enacted.

3.3.10.4 Air Quality. To the extent applicable, Consultant must fully


comply with all applicable laws, rules and regulations in furnishing or using equipment and/or
providing services, including, but not limited to, emissions limits and permitting requirements
imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air
Resources Board (CARB). Consultant shall indemnify City against any fines or penalties imposed
by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable
laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is
responsible under its indemnity obligations provided for in this Agreement.

3.3.10.5 Water Quality Management and Compliance. Consultant shall


keep itself and all subcontractors, staff, and employees fully informed of and in compliance with
all local, state and federal laws, rules and regulations that may impact, or be implicated by the
performance of the Services including, without limitation, all applicable provisions of the City’s

(BB&K 2022) Exhibit - Agreement - 6


65059.00000\35036555.2
ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33
U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code
§ 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such
authority. Consultant must additionally comply with the lawful requirements of the City, and any
other municipality, drainage district, or other local agency with jurisdiction over the location where
the Services are to be conducted, regulating water quality and storm water discharges. City may
seek damages from Consultant for delay in completing the Services caused by Consultant’s
failure to comply with the laws, regulations and policies described in this Section, or any other
relevant water quality law, regulation, or policy.

3.3.10.6 Safety. Consultant shall execute and maintain its work so as to


avoid injury or damage to any person or property. In carrying out its Services, the Consultant
shall at all times be in compliance with all applicable local, state and federal laws, rules and
regulations, and shall exercise all necessary precautions for the safety of employees appropriate
to the nature of the work and the conditions under which the work is to be performed.

3.3.11 Insurance. [CITY RISK MANAGER TO REVIEW PRIOR TO EACH USE]

3.3.11.1 Time for Compliance. Consultant shall not commence work


under this Agreement until it has provided evidence satisfactory to the City that it has secured all
insurance required under this section. In addition, Consultant shall not allow any subconsultant
to commence work on any subcontract until it has provided evidence satisfactory to the City that
the subconsultant has secured all insurance required under this section. Failure to provide and
maintain all required insurance shall be grounds for the City to terminate this Agreement for cause.

3.3.11.2 Types of Insurance Required. As a condition precedent to the


effectiveness of this Agreement for work to be performed hereunder, and without limiting the
indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations
under such Agreement, shall procure and maintain in full force and effect during the term of the
Agreement the following policies of insurance. If the existing policies do not meet the insurance
requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies
to do so.

(A) Commercial General Liability: Commercial General Liability


Insurance which affords coverage at least as broad as Insurance Services Office "occurrence"
form CG 00 01, or the exact equivalent, with limits of not less than $1,000,000 per occurrence
and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to
the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for
contractual liability; (2) excluding coverage for claims or suits by one insured against another
(cross-liability); (3) products/completed operations liability; or (4) containing any other
exclusion(s) contrary to the terms or purposes of this Agreement.

(B) Automobile Liability Insurance: Automobile Liability


Insurance with coverage at least as broad as Insurance Services Office Form CA 00 01 covering
"Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all
activities with limits of not less than $1,000,000 combined limit for each occurrence. [***NOTE:
If Consultant does not own any company vehicles or may not be able to purchase a
Business Automobile Insurance Policy, the requirement may be satisfied by providing
either of the following: (1) a Personal Automobile Liability policy for the Consultant's own
vehicle stipulating "Automobile Liability Insurance with a limit of not less than $1,000,000 each
accident"; or (2) a non-owned auto endorsement to the Commercial General Liability policy if

(BB&K 2022) Exhibit - Agreement - 7


65059.00000\35036555.2
Consultant uses vehicles of others (e.g., vehicles of employees). ALWAYS DELETE THIS
SECTION IF NOT USED.***]

(C) Workers' Compensation: Workers' Compensation


Insurance, as required by the State of California and Employer's Liability Insurance with a limit of
not less than $1,000,000 per accident for bodily injury and disease.

(D) Professional Liability (Errors & Omissions): [***INCLUDE


THIS SUB-SECTION ONLY IF APPLICABLE; DELETE OTHERWISE***]Professional Liability
insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of
not less than $1,000,000. Covered professional services shall specifically include all work to be
performed under the Agreement and delete any exclusions that may potentially affect the work to
be performed (for example, any exclusions relating to lead, asbestos, pollution, testing,
underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-
made basis, the retroactive date shall precede the effective date of the initial Agreement and
continuous coverage will be maintained or an extended reporting period will be exercised for a
period of at least five (5) years from termination or expiration of this Agreement.

(E) Pollution Liability: [***OPTIONAL: include the following


provision if there is a pollution liability exposure; otherwise, always delete.]Pollution Liability
Insurance covering all of the consultant’s operations to include onsite and offsite coverage for
bodily injury (including death and mental anguish), property damage, defense costs and cleanup
costs with limits of not less than $5,000,000 per loss and $10,000,000 total all losses. The policy
shall contain no endorsements or provisions limiting contractual liability or coverage for cross
liability of claims or suits by one insured against another. If coverage is written on a claims-made
basis, the retroactive date shall precede the effective date of the initial Agreement and continuous
coverage will be maintained or an extended reporting period will be exercised for a period of at
least three (3) years from termination or expiration of this Agreement. [***ALWAYS DELETE IF
NOT USED***]

3.3.11.3 Insurance Endorsements. Required insurance policies shall


contain the following provisions, or Consultant shall provide endorsements on forms approved by
the City to add the following provisions to the insurance policies:

(A) Commercial General Liability [***INSERT "and Pollution


Liability"; OTHERWISE, ALWAYS DELETE]: (1) Additional Insured: The City, its officials, officers,
employees, agents, and volunteers shall be additional insureds with regard to liability and defense
of suits or claims arising out of the performance of the Agreement. Additional Insured
Endorsements shall not (1) be restricted to "ongoing operations"; (2) exclude "contractual liability";
(3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary
to the terms or purposes of this Agreement. For all policies of Commercial General Liability
insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37
10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2)
Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a
thirty (30) day written notice of cancellation has been served upon the City except ten (10) days
shall be allowed for non-payment of premium.

(B) Automobile Liability. (1) Cancellation: Required insurance


policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of
cancellation has been served upon the City except ten (10) days shall be allowed for non-payment
of premium.

(BB&K 2022) Exhibit - Agreement - 8


65059.00000\35036555.2
(C) Professional Liability (Errors & Omissions): [***INCLUDE
THIS SUB-SECTION ONLY IF APPLICABLE; DELETE OTHERWISE***](1) Cancellation:
Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day
written notice of cancellation has been served upon the City except ten (10) days shall be allowed
for non-payment of premium. (2) Contractual Liability Exclusion Deleted: This insurance shall
include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the
insured and include a provision establishing the insurer’s duty to defend.

(D) Pollution Liability: [***INCLUDE THIS SUB-SECTION ONLY


IF APPLICABLE; DELETE OTHERWISE***](1) Additional Insured: The City, its officials, officers,
employees, agents, and volunteers shall be additional insureds with regard to liability and defense
of suits or claims arising out of the performance of the Agreement.

(E) Workers' Compensation: (1) Cancellation: Required


insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written
notice of cancellation has been served upon the City except ten (10) days shall be allowed for
non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the
insurer waives all rights of subrogation against the City, its officials, officers, employees, agents,
and volunteers.

3.3.11.4 Primary and Non-Contributing Insurance. All policies of


insurance shall be primary and any other insurance, deductible, or self-insurance maintained by
the City, its officials, officers, employees, agents, or volunteers shall not contribute with this
primary insurance. Policies shall contain or be endorsed to contain such provisions.

3.3.11.5 Waiver of Subrogation. All required insurance coverages,


except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation
in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically
allow Consultant or others providing insurance evidence in compliance with these specifications
to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery
against City, and shall require similar written express waivers and insurance clauses from each
of its subconsultants.

3.3.11.6 Deductibles and Self-Insured Retentions. Any deductible or self-


insured retention must be approved in writing by the City and shall protect the City, its officials,
officers, employees, agents, and volunteers in the same manner and to the same extent as they
would have been protected had the policy or policies not contained a deductible or self-insured
retention.

3.3.11.7 Evidence of Insurance. The Consultant, concurrently with the


execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall
deliver either certified copies of the required policies, or original certificates on forms approved by
the City, together with all endorsements affecting each policy. Required insurance policies shall
not be in compliance if they include any limiting provision or endorsement that has not been
submitted to the City for approval. The certificates and endorsements for each insurance policy
shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least
fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that
such insurance coverage has been renewed or extended shall be filed with the City. If such
coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the
required coverage, Consultant shall, within ten (10) days after receipt of written notice of such
cancellation or reduction of coverage, file with the City evidence of insurance showing that the

(BB&K 2022) Exhibit - Agreement - 9


65059.00000\35036555.2
required insurance has been reinstated or has been provided through another insurance company
or companies.

3.3.11.8 Acceptability of Insurers. Each such policy shall be from a


company or companies with a current A.M. Best's rating of no less than A:VII and authorized to
transact business of insurance in the State of California, or otherwise allowed to place insurance
through surplus line brokers under applicable provisions of the California Insurance Code or any
federal law.

3.3.11.9 Enforcement of Agreement Provisions (non estoppel).


Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform
Consultant of non-compliance with any requirement imposes no additional obligation on the City
nor does it waive any rights hereunder.

3.3.11.10 Requirements Not Limiting. Requirement of specific coverage


or minimum limits contained in this Section are not intended as a limitation on coverage, limits, or
other requirement, or a waiver of any coverage normally provided by any insurance.

3.3.11.11 Additional Insurance Provisions

(A) The foregoing requirements as to the types and limits of


insurance coverage to be maintained by Consultant, and any approval of said insurance by the
City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations
otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the
provisions concerning indemnification.

(B) If at any time during the life of the Agreement, any policy of
insurance required under this Agreement does not comply with these specifications or is canceled
and not replaced, City has the right but not the duty to obtain the insurance it deems necessary
and any premium paid by City will be promptly reimbursed by Consultant or City will withhold
amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel
this Agreement.

(C) The City may require the Consultant to provide complete


copies of all insurance policies in effect for the duration of the Project.

(D) Neither the City nor any of its officials, officers, employees,
agents or volunteers shall be personally responsible for any liability arising under or by virtue of
this Agreement.

(E) The limits set forth herein shall apply separately to each
insured against whom claims are made or suits are brought, except with respect to the limits of
liability. Further the limits set forth herein shall not be construed to relieve the Consultant from
liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations
to the City and shall not preclude the City from taking such other actions available to the City
under other provisions of the Agreement or law.

(F) Consultant shall report to the City, in addition to Consultant’s


insurer, any and all insurance claims submitted by Consultant in connection with the Services
under this Agreement.

(BB&K 2022) Exhibit - Agreement - 10


65059.00000\35036555.2
3.3.11.12 Insurance for Subconsultants. Consultant shall include all
subconsultants engaged in any work for Consultant relating to this Agreement as additional
insureds under the Consultant's policies, or the Consultant shall be responsible for causing
subconsultants to purchase the appropriate insurance in compliance with the terms of these
Insurance Requirements, including adding the City, its officials, officers, employees, agents, and
volunteers as additional insureds to the subconsultant's policies. All policies of Commercial
General Liability insurance provided by Consultant’s subconsultants performing work relating to
this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and
volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an
endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to
commence work on any subcontract relating to this Agreement until it has received satisfactory
evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to
the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this
section upon request of the City.

3.4 Labor Code Requirements.

3.4.1 Prevailing Wages. Consultant is aware of the requirements of California


Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations,
Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing
wage rates and the performance of other requirements on "public works" and "maintenance"
projects. If the Services are being performed as part of an applicable "public works" or
"maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is
$1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall
provide Consultant with a copy of the prevailing rates of per diem wages in effect at the
commencement of this Agreement. Consultant shall make copies of the prevailing rates of per
diem wages for each craft, classification or type of worker needed to execute the Services
available to interested parties upon request, and shall post copies at the Consultant's principal
place of business and at the project site. It is the intent of the Parties to effectuate the
requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code
within this Agreement, and Consultant shall therefore comply with such Labor Code sections to
the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its
officials, officers, employees, agents, and volunteers free and harmless from any claim or liability
arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4.2 Registration/DIR Compliance. If the Services are being performed on a


public works project of over $25,000 when the project is for construction, alteration, demolition,
installation, or repair work, or a public works project of over $15,000 when the project is for
maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and
1771.1, the Consultant and all subconsultants must be registered with the Department of
Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project
and require the same of any subconsultants.

3.4.3 Compliance Monitoring. This Project may also be subject to compliance


monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with
all applicable registration and labor compliance requirements, including the submission of payroll
records directly to the DIR. Any stop orders issued by the DIR against Consultant or any
subconsultant that affect Consultant’s performance of services, including any delay, shall be
Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall
be considered Consultant caused delay and shall not be compensable by the City. Consultant
shall defend, indemnify and hold the City, its officials, officers, employees and agents free and

(BB&K 2022) Exhibit - Agreement - 11


65059.00000\35036555.2
harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant
or any subconsultant.

3.4.4 Labor Certification. By its signature hereunder, Consultant certifies that it


is aware of the provisions of Section 3700 of the California Labor Code which require every
employer to be insured against liability for Worker's Compensation or to undertake self-insurance
in accordance with the provisions of that Code, and agrees to comply with such provisions before
commencing the performance of the Services.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete and


accurate records with respect to all costs and expenses incurred under this Agreement. All such
records shall be clearly identifiable. Consultant shall allow a representative of City during normal
business hours to examine, audit, and make transcripts or copies of such records and any other
documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of three (3) years
from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination. City may, by written notice to


Consultant, terminate the whole or any part of this Agreement at any time and without cause by
giving written notice to Consultant of such termination, and specifying the effective date thereof,
at least seven (7) days before the effective date of such termination. Upon termination, Consultant
shall be compensated only for those Services which have been adequately rendered to City, and
Consultant shall be entitled to no further compensation. Consultant may not terminate this
Agreement except for cause. The rights and remedies of the City provided in this section shall
not be exclusive and are in addition to any other rights and remedies provided by law, equity or
under this Agreement.

3.6.1.2 Effect of Termination. If this Agreement is terminated as


provided herein, City may require Consultant to provide all finished or unfinished Documents and
Data and other information of any kind prepared by Consultant in connection with the performance
of Services under this Agreement. Consultant shall be required to provide such document and
other information within fifteen (15) days of the request.

3.6.1.3 Additional Services. In the event this Agreement is terminated


in whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.

3.6.2 Delivery of Notices. All notices permitted or required under this Agreement
shall be given to the respective Parties at the following address, or at such other address as the
respective Parties may provide in writing for this purpose:

Consultant: [INSERT BUSINESS NAME]


[INSERT STREET ADDRESS]
[INSERT CITY STATE ZIP]

ATTN: [INSERT NAME AND TITLE]


(BB&K 2022) Exhibit - Agreement - 12
65059.00000\35036555.2
City: City of Avalon
410 Avalon Canyon Road
Avalon, CA 90704
ATTN: [INSERT NAME AND TITLE]

Such notice shall be deemed made when personally delivered or when


mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class
postage prepaid and addressed to the Party at its applicable address.
Actual notice shall be deemed adequate notice on the date actual notice
occurred, regardless of the method of service.

3.6.3 Ownership of Materials and Confidentiality.

3.6.3.1 Documents & Data; Licensing of Intellectual Property. This


Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or
sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in
any tangible medium of expression, including but not limited to, physical drawings or data
magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be
prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall
be and remain the property of City, and shall not be used in whole or in substantial part by
Consultant on other projects without the City’s express written permission. Within thirty (30) days
following the completion, suspension, abandonment or termination of this Agreement, Consultant
shall provide to City reproducible copies of all Documents & Data, in a form and amount required
by City. City reserves the right to select the method of document reproduction and to establish
where the reproduction will be accomplished. The reproduction expense shall be borne by City
at the actual cost of duplication. In the event of a dispute regarding the amount of compensation
to which the Consultant is entitled under the termination provisions of this Agreement, Consultant
shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant
shall have no right to retain or fail to provide to City any such documents pending resolution of
the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a
minimum of fifteen (15) years following completion of the Project, and shall make copies available
to City upon the payment of actual reasonable duplication costs. Before destroying the
Documents & Data following this retention period, Consultant shall make a reasonable effort to
notify City and provide City with the opportunity to obtain the documents.

3.6.3.2 Subconsultants. Consultant shall require all subconsultants to


agree in writing that City is granted a non-exclusive and perpetual license for any Documents &
Data the subconsultant prepares under this Agreement. Consultant represents and warrants that
Consultant has the legal right to license any and all Documents & Data. Consultant makes no
such representation and warranty in regard to Documents & Data which were prepared by design
professionals other than Consultant or its subconsultants, or those provided to Consultant by the
City.

3.6.3.3 Right to Use. City shall not be limited in any way in its use or
reuse of the Documents and Data or any part of them at any time for purposes of this Project or
another project, provided that any such use not within the purposes intended by this Agreement
or on a project other than this Project without employing the services of Consultant shall be at
City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project,
it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless
Consultant and its officers, directors, agents and employees from claims arising out of the
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negligent use or re-use of the Documents & Data on such other project. Consultant shall be
responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only
with respect to the condition of the Documents & Data at the time they are provided to the City
upon completion, suspension, abandonment or termination. Consultant shall not be responsible
or liable for any revisions to the Documents & Data made by any party other than Consultant, a
party for whom the Consultant is legally responsible or liable, or anyone approved by the
Consultant.

3.6.3.4 Indemnification. Consultant shall defend, indemnify and hold the


City, its directors, officials, officers, employees, volunteers and agents free and harmless,
pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any
patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person
or entity in consequence of the use on the Project by City of the Documents & Data, including any
method, process, product, or concept specified or depicted.

3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans,


procedures, drawings, descriptions, computer program data, input record data, written
information, and other Documents & Data either created by or provided to Consultant in
connection with the performance of this Agreement shall be held confidential by Consultant. Such
materials shall not, without the prior written consent of City, be used by Consultant for any
purposes other than the performance of the Services. Nor shall such materials be disclosed to
any person or entity not connected with the performance of the Services or the Project. Nothing
furnished to Consultant which is otherwise known to Consultant or is generally known, or has
become known, to the related industry shall be deemed confidential. Consultant shall not use
City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or
the Project in any magazine, trade paper, newspaper, television or radio production or other
similar medium without the prior written consent of City.

3.6.3.6 Confidential Information. The City shall refrain from releasing


Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel
determines that the release of the Proprietary Information is required by the California Public
Records Act or other applicable state or federal law, or order of a court of competent jurisdiction,
in which case the City shall notify Consultant of its intention to release Proprietary Information.
Consultant shall have five (5) working days after receipt of the release notice to give City written
notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall
indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents
from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal
action brought to compel the release of Proprietary Information. City shall not release the
Proprietary Information after receipt of the objection notice unless either: (1) Consultant fails to
fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal
action brought to compel such release; and/or (2) a final and non-appealable order by a court of
competent jurisdiction requires that City release such information.

3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be necessary,
appropriate or convenient to attain the purposes of this Agreement.

3.6.5 Indemnification.

3.6.5.1 To the fullest extent permitted by law, Consultant shall defend


(with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees,
volunteers, and agents free and harmless from any and all claims, demands, causes of action,
(BB&K 2022) Exhibit - Agreement - 14
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costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or
persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any
acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees,
subcontractors, consultants or agents in connection with the performance of the Consultant’s
Services, the Project or this Agreement, including without limitation the payment of all damages,
expert witness fees and attorney’s fees and other related costs and expenses except such loss
or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation
to indemnify shall survive expiration or termination of this Agreement and shall not be restricted
to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees,
agents, or volunteers.

3.6.5.2 If Consultant’s obligation to defend, indemnify, and/or hold


harmless arises out of Consultant’s performance as a “design professional” (as that term is
defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code
section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be
limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of
competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not
exceed the Consultant’s proportionate percentage of fault.

3.6.6 Entire Agreement. This Agreement contains the entire Agreement of the
Parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by both
Parties.

3.6.7 Governing Law; Government Code Claim Compliance. This Agreement


shall be governed by the laws of the State of California. Venue shall be in Los Angeles County.
In addition to any and all contract requirements pertaining to notices of and requests for
compensation or payment for extra work, disputed work, claims and/or changed conditions,
Consultant must comply with the claim procedures set forth in Government Code sections 900 et
seq. prior to filing any lawsuit against the City. Such Government Code claims and any
subsequent lawsuit based upon the Government Code claims shall be limited to those matters
that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or
changed conditions have been followed by Consultant. If no such Government Code claim is
submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified
herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the City.

3.6.8 Time of Essence. Time is of the essence for each and every provision of
this Agreement.

3.6.9 City's Right to Employ Other Consultants. City reserves right to employ
other consultants in connection with this Project.

3.6.10 Successors and Assigns. This Agreement shall be binding on the


successors and assigns of the Parties.

3.6.11 Assignment or Transfer. Consultant shall not assign, hypothecate, or


transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior written consent of the City. Any attempt to do so shall be null and void, and any assignees,
hypothecates or transferees shall acquire no right or interest by reason of such attempted
assignment, hypothecation or transfer.

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65059.00000\35036555.2
3.6.12 Construction; References; Captions. Since the Parties or their agents have
participated fully in the preparation of this Agreement, the language of this Agreement shall be
construed simply, according to its fair meaning, and not strictly for or against any Party. Any term
referencing time, days or period for performance shall be deemed calendar days and not work
days. All references to Consultant include all personnel, employees, agents, and subconsultants
of Consultant, except as otherwise specified in this Agreement. All references to City include its
elected officials, officers, employees, agents, and volunteers except as otherwise specified in this
Agreement. The captions of the various articles and paragraphs are for convenience and ease
of reference only, and do not define, limit, augment, or describe the scope, content, or intent of
this Agreement.

3.6.13 Amendment; Modification. No supplement, modification, or amendment of


this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.

3.6.15 No Third-Party Beneficiaries. There are no intended third party


beneficiaries of any right or obligation assumed by the Parties.

3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid,


illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions
shall continue in full force and effect.

3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working solely
for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not
paid nor has it agreed to pay any company or person, other than a bona fide employee working
solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or violation
of this warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her service
with City, shall have any direct interest in this Agreement, or obtain any present or anticipated
material benefit arising therefrom.

3.6.18 Authority to Enter Agreement. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party
warrants that the individuals who have signed this Agreement have the legal power, right, and
authority to make this Agreement and bind each respective Party.

3.6.19 Counterparts. This Agreement may be signed in counterparts, each of


which shall constitute an original.

3.6.20 Survival. All rights and obligations hereunder that by their nature are to
continue after any expiration or termination of this Agreement, including, but not limited to, the
indemnification obligations, shall survive any such expiration or termination.

(BB&K 2022) Exhibit - Agreement - 16


65059.00000\35036555.2
3.7 Subcontracting.

3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of
the work required by this Agreement, except as expressly stated herein, without prior written
approval of City. Subcontracts, if any, shall contain a provision making them subject to all
provisions stipulated in this Agreement.

3.8 Federal Provisions.

3.8.1 [**INCLUDE THIS SECTION ONLY IF APPLICABLE, DELETE


OTHERWISE AND DELETE ASSOCIATED EXHIBIT. YOU MAY ALSO NEED TO INCLUDE
SOME INFORMATION IN THE RFP DUE TO FEDERAL FUNDING GUIDELINES CONSULT
LEGAL COUNSEL IF NECESSARY**] When funding for the services is provided, in whole or in
part by an agency of the federal government, Consultant shall also fully and adequately comply
with the provisions included in Exhibit “A-1” (Federal Requirements) attached hereto and
incorporated herein by reference (“Federal Requirements”. With respect to any conflict between
such Federal Requirements and the terms of this Agreement and/or the provisions of state law,
the more stringent requirement shall control.

[SIGNATURES ON NEXT PAGE]

(BB&K 2022) Exhibit - Agreement - 17


65059.00000\35036555.2
SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN THE CITY OF AVALON AND
[***INSERT NAME***]

IN WITNESS WHEREOF, each of the Parties has caused this Agreement


to be executed on the day and year first above written.

CITY OF AVALON [INSERT NAME OF CONTRACTOR]

Approved By:
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary OR Treasurer REQUIRED]
[INSERT NAME]
[INSERT TITLE]

Approved as to Form: By:

Its:
_____________________________________
Best Best & Krieger LLP Printed Name:
City Attorney

By:
Attested By:
Its:

Printed Name:
City Clerk

(BB&K 2022) Exhibit - Agreement - 18


65059.00000\35036555.2

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