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HomeMy WebLinkAbout18- Professional Services Agreement - LDP Strategies - Transportation Demand Management soZ� f f Ck PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this V day of , 2018, by and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as "City," and, LDP Strategies, with a mailing address of PO Box 2029, Bozeman, MT 59771,hereinafter referred to as"Contractor." In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged,the parties hereto agree as follows: 1. Purpose: City agrees to enter this Agreement with Contractor to perform for City professional services described in the Scope of Services attached hereto as `Attachment A' and by this reference made a part hereof. More specifically, LDP Strategies will perform work described under Item 3 on Page 2 of 3 with the City's contribution of$50,000 to the Transportation Demand Management Initiative directly paid to LDP Strategies. 2. Term/Effective Date: This Agreement is effective upon the date of its execution and will terminate one year later unless extended upon mutual agreement of the Parties in accordance with Part 30 of this Agreement. In no case will this Agreement run longer than a period of two (2)years from the date of its initial execution. 3. Scope of Work: Contractor will perform the work and provide professional services in accordance with the requirements of the Scope of Services provided as `Attachment A' to this Agreement. More specifically,LDP Strategies will perform work described under Item 3 on Page 2 of 3. Scope of work for extended agreement terms will be mutually agreed by the Parties prior to extending the agreement. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise,the Agreement governs. 4. Payment: For the one-year agreement term, the City agrees to pay Contractor an amount not to exceed$50,000 for `time services' completed in the performance of the agreed Scope of Services. Time services will be billed at a rate of seventy-five dollars per hour($75/hr)regardless of the task, service performed,or individual performing the work. Outside costs for media,printing, j photography, talent, etc., are not considered time services and will be billed separately from time services. A mark up of 15%will apply to outside costs unless otherwise negotiated or paid directly Professional Services Agreement for Transportation Demand Management Page 1 of 10 by the City. Any addition,alteration,or deviation to the agreed Scope of Services that involves costs for time services beyond the Agreement amount will be considered an additional time service performed by Contractor. Any additional time services must be agreed to in writing by the City's Public Works Director, or authorized representative,prior to undertaking the work. 5. Contractor's Representations: To induce City to enter into this Agreement, Contractor makes the following representations: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules, and regulations that in any manner may affect cost,progress or performance of the Scope of Services. b. Contractor represents and warrants to City that it has the experience and ability to perform the services required by this Agreement; that it will perform said services in a professional, competent and timely manner and with diligence and skill; that it has the power to enter into and perform this Agreement and grant the rights granted in it; and that its performance of this Agreement shall not infringe upon or violate the rights of any third party,whether rights of copyright,trademark, privacy,publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal, state and municipal laws. The City will not determine or exercise control as to general procedures or formats necessary to have these services meet this warranty. 6. Independent Contractor Status/Labor Relations: The parties agree that Contractor is an independent contractor for purposes of this Agreement and is not to be considered an employee of the City for any purpose. Contractor is not subject to the terms and provisions of the City's personnel policies handbook and may not be considered a City employee for workers' compensation or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in any dealings between Contractor and any third parties. Contractor shall comply with the applicable requirements of the Workers' Compensation Act, Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers' compensation coverage for all members and employees of Contractor's business, except for those members who are exempted by law. Contractor shall furnish the City with copies showing one of the following: (1) a binder for workers' compensation coverage by an insurer licensed and authorized to provide workers' compensation insurance in the State of Montana; or (2) proof of exemption from workers' compensation granted by law for independent contractors. Contractor shall indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes. Professional Services Agreement for Transportation Demand Management Page 2 of 10 Contractor shall post a legible statement of all wages and fringe benefits to be paid to the Contractor's employees and the frequency of such payments (i.e., hourly wage employees shall be paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor's normal place of business and shall be made no later than the first day of services provided under this Agreement. Such posting shall be removed only upon expiration or termination of this Agreement. 7. Indemnity/Waiver of Claims/Insurance: For other than professional services rendered,to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney's fees and the costs and fees of and expert witness and consultants), losses,expenses,liabilities(including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any party or parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or(ii) any negligent,reckless, or intentional misconduct of any of the Contractor's agents For the professional services rendered, to the fullest extent permitted by law, Contractor agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and expenses,including reasonable defense attorney fees,to the extent caused by the negligence or willful misconduct of the Contractor or Contractor's agents or employees. Such obligations shall not be construed to negate,abridge,or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s) which would otherwise exist as to such indemnitee(s). Contractor's indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. Should any indemnitee described herein be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the Contractor's applicable insurance policies required below the indemnitee shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the indemnitee for a claim(s)or any portion(s)thereof. In the event of an action filed against City resulting from the City's performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. Professional Services Agreement for Transportation Demand Management Page 3 of 10 Contractor also waives any and all claims and recourse against the City or its officers, agents or employees, including the right of contribution for loss or damage to person or property arising from, growing out of,or in any way connected with or incident to the performance of this Agreement except"responsibility for his own fraud, for willful injury to the person or property of another, or for violation of law,whether willful or negligent"as per 28-2-702,MCA. These obligations shall survive termination of this Agreement and the services performed hereunder. In addition to and independent from the above,Contractor shall at Contractor's expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in subsection(a) of this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the cause therefore and which is acceptable to the City and Contractor shall furnish to the City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as follows: • Workers' Compensation—statutory; • Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate; • The Contractor shall maintain automobile liability throughout the term of this Agreement either through automobile insurance obtained by Nest Collective LLC or each of the Contractor's principles or members may obtain and carry personal automobile liability insurance. • Professional Liability- $1,000,000 per claim; $2,000,000 annual aggregate. The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers, agents, and employees, shall be endorsed as an additional or named insured on a primary non- contributory basis on the Commercial General Liability policy. The insurance and required endorsements must be in a form suitable to City and shall include no less than a sixty(60)day notice of cancellation or non-renewal.The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. Contractor shall notify City within two (2) business days of Contractor's receipt of notice that any required insurance coverage will be terminated or Contractor's decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor Professional Services Agreement for Transportation Demand Management Page 4 of 10 commencing work. 8. Termination for Contractor's Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof,or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, the City may,by written notice, terminate this Agreement and the Contractor's right to proceed with all or any part of the work ("Termination Notice Due to Contractor's Fault"). The City may then take over the work and complete it, either with its own resources or by re-letting the contract to any other third party. b. In the event of a termination pursuant to this Section 8, Contractor shall be entitled to payment only for those services Contractor actually rendered. C. Any termination provided for by this Section 8 shall be in addition to any other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 8, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 9. Termination for City's Convenience: a. Should conditions arise which, in the sole opinion and discretion of the City, make it advisable to the City to cease performance under this Agreement City may terminate this Agreement by written notice to Contractor ("Notice of Termination for City's Convenience"). The termination shall be effective in the manner specified in the Notice of Termination for City's Convenience and shall be without prejudice to any claims that the City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City's Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease performance under this Agreement and make every reasonable effort to refrain from continuing work, incurring additional expenses or costs under this Agreement and shall immediately cancel all existing orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed or immediately in progress. C. In the event of a termination pursuant to this Section 13, Contractor is entitled to payment only for those services Contractor actually rendered on or before the receipt of the Professional Services Agreement for Transportation Demand Management Page 5 of 10 Notice of Termination for City's Convenience. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall,under no circumstances, be entitled to claim or recover consequential, special,punitive,lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 10. Limitation on Contractor's Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor's damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within ten (10) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights to assert such claim. 11. Representatives: a. City's Representative: The City's Representative for the purpose of this Agreement shall be Shawn Kohtz PE Interim Director of Public Works or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to Shawn Kohtz as the City's Representative and approvals or authorizations shall be issued only by such Representative;provided,however,that in exigent circumstances when City's Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents as listed above and may receive approvals or authorization from such persons. b. Contractor's Representative: The Contractor's Representative for the purpose of this Agreement shall be Linda DuPriest or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor's Representative; provided, however, that in exigent circumstances when Contractor's Representative is not available, City may direct its direction or communication to other Professional Services Agreement for Transportation Demand Management Page 6 of 10 designated Contractor personnel or agents. 12. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances,rules,and regulations,obtain all necessary permits,licenses,including a City of Bozeman business license, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 13 Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers' compensation laws, all environmental laws including,but not limited to,the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71,MCA,all applicable City,County, and State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 14. Nondiscrimination: The Contractor will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws,regulations, and contracts. The Contractor will not refuse employment to a person,bar a person from employment, or discriminate against a person in compensation or in a term, condition,or privilege of employment because of race, color, religion, creed,political ideas, sex, age,marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age,physical or mental disability,marital status or sex distinction. The Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of its sub-Contractors providing services under this agreement. 15. Intoxicants;DOT Drug and Alcohol Regulations/Safety and Training: Contractor shall not permit or suffer the introduction or use of any intoxicants,including alcohol or illegal drugs, by any employee or agent engaged in services to the City under this Agreement while on City property or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S.Department of Transportation (DOT)regulations governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. The Contractor shall be responsible for instructing and training the Contractor's employees and agents in proper and specified work methods and procedures. The Contractor shall provide continuous inspection and supervision of the work performed. The Contractor is responsible for instructing his employees and agents in safe work practices. Professional Services Agreement for Transportation Demand Management Page 7 of 10 16. Modification and Assignability: This Agreement may not be enlarged, modified or altered except by written agreement signed by both parties hereto. The Contractor may not subcontract or assign Contractor's rights, including the right to compensation or duties arising hereunder,without the prior written consent of City. Any subcontractor or assignee will be bound by all of the terms and conditions of this Agreement. 17. Reports/Accountability/Public Information: Contractor agrees to develop and/or provide documentation as requested by the City demonstrating Contractor's compliance with the requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons authorized by the City to inspect and copy its books and records for the purpose of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement was used in compliance with this Agreement and all applicable provisions of federal, state, and local law. The Contractor shall not issue any statements, releases or information for public dissemination without prior approval of the City. 18. Non-Waiver:A waiver by either party any default or breach by the other party of any terms or conditions of this Agreement does not limit the other party's right to enforce such term or conditions or to pursue any available legal or equitable rights in the event of any subsequent default or breach. 19. Attorney's Fees and Costs: That in the event it becomes necessary for either Party of this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required herein, then the prevailing Party or the Parry giving notice shall be entitled to reasonable attorney's fees and costs,including fees,salary,and costs of in-house counsel to include City Attorney. 20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. 21. Dispute Resolution: a. Any claim, controversy, or dispute between the parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties,the parties may invite an independent,disinterested mediator to assist in the negotiated settlement discussions. b. If the parties are unable to resolve the dispute within thirty(30) days from the date the dispute was first raised, then such dispute may only be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. Professional Services Agreement for Transportation Demand Management Page 8 of 10 22. Survival: Contractor's indemnification shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 23. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 24. Severability: If any portion of this Agreement is held to be void or unenforceable,the balance thereof shall continue in effect. 25. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. 27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third parry. 28. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument. 29. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained therein or made a part thereof by reference,are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 30. Extensions: this Agreement may,upon mutual agreement,be extended for a period of one year by written agreement of the Parties. In no case,however,may this Agreement run longer than two(2)years after the date of execution. Professional Services Agreement for Transportation Demand Management Page 9 of 10 **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN,MONTANA LDP Stratep_ies CONTRACTOR(Type Name Above) B By An rea Surratt,City Manager Print Name: Linda DuPriest Print Title: FaINCif Aj- APPROVED AS TO FORM: By Greg S ' n,Bozeman City Attorney Professional Services Agreement for Transportation Demand Management Page 10 of 10 X Transportation Demand Management Initiative Memorandum of Understanding This Memorandum of Understanding("MOU") is by and between the City of Bozeman("City") and Montana State University("MSU"); each entity referred to as a"Party"to this MOU,and together these entities are referred to as the`'Parties." WHEREAS: The Parties recognize the significant growth in.population in the area,and recognize the growth in traffic (vehicle miles traveled"VMT", number of vehicles using area streets/road); and, WHEREAS: The Parties desire to address the growth in traffic through a variety of methods, including the implementation of Transportation Demand Management (TDM)practices; and, WHEREAS: the Western Transportation Institute ("WTI"),which is a department within the College of Engineering at Montana State University has received funding it can leverage,and desires to work with the City and MSU to leverage the finding; WHEREAS: the work to be conducted under this MOU consists of planning studies to address construction and alteration of capital facilities as a result of increasing demand on such facilities caused by new residential and commercial development within the City and strategies to alleviate or reduce the need to construct new facilities or alter existing facilities to address increasing demand on such facilities caused by new development within the City; and, WHEREAS: The Parties recognize the benefit of leveraging the funding to create and implement the "TDM Initiative"; NOW,THEREFORE,THE PARTIES AGREE AS FOLLOWS: Term &Ternunation The term of this agreement shall be for a period of three (3) years,unless earlier terminated by either party upon sixty(60) days' notice. Funding The City and MSU will annually contribute matching funds to the budget of the TDM Initiative subject to annual appropriation by the Bozeman City Commission. The City will contribute up to a maximum of$50,000 per year, starting July 1,2016. MSU will contribute$25,000, with an additional$100,000 to$150,000 coming from WTI's University Transportation Center(Small Urban and Rural Livability Center) funds. The contribution level by each Party may be reduced if other sources of funding are obtained. Page 1 of 3 MS U shall: 1. Hire staff or direct current staff to conduct all aspects of the work necessary as part of the TDM Initiative. These staff will be employed by MSU in the U.S. DOT Small Urban&Rural Livability Center at the Western Transportation Institute. New or existing staff will be subject to the terms and provisions orempIoylnent applicable to employees of the Montana State University and as such are not employees of the City nor subject to the City's employment policies. MSU employees working on the TDM Initiative are not authorized to represent the City or otherwise bind the City in any dealings between the City and any third parties. David Kack, Director of the Small Urban&Rural Livability Center, or his successor, will be direct supervisor ofall Y T11 employees working on the TDyi Initiative. 2. Assign WTI staff working on the TDM Initiative to research, prioritize and recommPrd TMA strategies to reduce traffic levels, or the level of increase in traffic levels, in the greater Bozeman area, including Montana State University. 3. Contract with LDP Strategies as part of the TDM effort, with a primary focus on the infrastructure related portion of TDM. The Contract with LDP Strategies shall include a budget that will be set on an annual basis by the Director of the Small Urban& Rural Livability Center after consultation with the Advisory Board. 4. Provide an annual review of the TDM efforts to the Bozeman City Commission, I111plenientation of TDM Strategies The annual work plan will be presented to the Bozeman City Commission for•approval. No plan imnlo.,n n.,in.7 +�,-...,_.,.1, �I.,. TT'A R T •-t anct uac `.ity. Advisory Board The City and MSU will each assign Iwo people who will form C-n"_Advisoryy Board"or the TDM Initiative. The Director of the Small Urban&. Rural Livability Center, in consultation with the Advisory Board,will set the work plan for the TDM Initiative. The Advisory Board will meet on a regular basis, as determined by the Advisory Board,to review the work of the TDM Initiative and direct _future activities. Work PiodUd MSU will retain right,title and interest, including the right of copyright,in all work reduced to writing or fixed in any media(including reports, articles,photographs,recordings, data, computer programs and related documentation)authored solely by MSU employees under this agreement. T he City shall retain the same rights to work authored solely by its employees and agents The Daifiies N.viLl jt-)iiittxi-owti anv_work-joi itiyt.h -auoi-ed--under-this-agreement.MSU grants the City a perpetual, irrevocable,royalty free right to reproduce,publish, access data, or otherwise use and authorize others to use all work authored by it and produced under this contract. The City grants MSU a perpetual,irrevocable,royalty free right to reproduce,publish, access data, or otherwise use and authorize others to use all work authored by it and produced under this contract. Page 2 of 3 Liability Each parry hereto agrees to be responsible and assume liability for its own wrongfiil or negligent acts of omissions,or those of its officers, agents or employees to the full extent required by law. Each party agrees to maintain reasonable coverage for such liabilities either through commercial insurance or a reasonable self-insurance mechanism,and the nature of such insurance coverage or self-insurance mechanism will be reasonably provided to the other party upon request. Montana State University, as a state agency, warrants and represents that it is self- funded for liability insurance, both public and property, with such protection being limited to the officers, employees,servants and agents of Montana State University while acting within the scope of their employment. The parties further agree that nothing contained herein shall be construed or interpreted as (1) denying to either party any remedy or defense available to such party under the laws of the State of Montana; (2)the consent of the State of Montana or its agents and agencies to be sued; or(3) a waiver of sovereign immunity of the State of Montana beyond the waiver provided in Title 2, Ch. 9, Montana Codes Annotated. Each Party will specify an individual to represent the entity in regard to this MOU. This MOU, effective upon signature by the Parties,may be modified through written agreement by the Parties. City of R 7-eman Date 4 Montana Sl .- niv rry ate Daniel Stevenson,Associate Vice President, University Services Western Transportation Institute Date Steve Albert, Executive Director Page 3 of 3