Loading...
HomeMy WebLinkAbout14- BBC Research and Consulting Professional Services Agreement for Survey V 9� CC.TIN CO. PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this _r—day of August, 2014, 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, BBC Research and Consulting, 1999 Broadway Suite 2200 Denver, Colorado 80202, 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 services described in the Scope of Services attached hereto as Attachment "A" and by this reference made a part hereof. 2. Terni/Effective Date: This Agreement is effective upon the date of its execution and will terminate on the 31st day of December, 2014. All survey work under this Agreement shall be completed prior to September 30, 2014. 3. Scope of Work: Contractor will perform the work and provide the services in accordance with the requirements of the Scope of Services. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement governs. 4. Payment: City agrees to pay Contractor the amount specified in the Scope of Services set forth in Attachment A incorporated herein by this reference. Any alteration or deviation from the described services that involves additional costs above the Agreement amount will be performed by Contractor after written request by the City, and will become an additional charge over and above the amount listed in the Scope of Services. The City must agree in writing upon any additional charges. 5. Contractor's Representations: To induce City to enter into this Agreement, Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 1 of 10 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. C. Contractor represents and warrants it has the organizational capacity to keep information regarding the City's water customers confidential as required by Section 17. 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 Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 2 of 10 7. Indemnitv/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; (ii) any negligent, reckless, or intentional misconduct of any of the Contractor's agents; or(iii) the negligent, reckless, or intentional misconduct of any other third party. 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 Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 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; • Employers' Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate; • Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate; • Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000 annual aggregate; and • 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 both the Commercial General and Automobile Liability policies. 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 Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 4 of 10 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 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 Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 5 of 10 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 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 Assertin 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 Lain Leoniak, (Water Conservation Specialist) 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 James Goehrung as the City's Representative and approvals Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 6 of 10 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 Douglas Jeavons (Managing Director) 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 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 Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 7 of 10 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. 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/Confidentiality: 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. Contractor shall not share, sell, transmit or use for any purpose other than as authorized in this Agreement any information related to City's rate payer including but not limited to names, phone numbers, address, water usage, etc, shall comply with the provisions of Sect. 2-6-109, MCA, and shall keep all such information confidential except as to the City. In addition, Contractor shall not disseminate or use for its own purposes the results of the survey. Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 8 of 10 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 Party 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. 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. Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 9 of 10 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 party. 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. IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA Douglas L.Jeavons ���� ��`` CO RAC/TOR By C-U' "A .YJA&K_ By Chris Kukulski, City Manager Print ame: yf T�/UO-Y, Print Title: hcvl '' y(1'ec7tin APPROVED AS TO FORM: 6�A By V '1 Greg llivan, Bozeman City Attorney Professional Services Agreement for Survey of City of Bozeman Households Regarding Knowledge,Beliefs and Altitudes about the Value of Water and Water Conservation for the City of Bozeman,Department of Public Works FY 2015 Page 10 of 10 ATTACHMENT A Scone of Work BBC Research & Consulting Survey Project I. Introduction This document outlines the tasks to be completed by BBC Research & Consulting, (hereinafter"Contractor") for the Survey of City of Bozeman Households Regarding Knowledge, Beliefs and Attitudes about the Value of Water and Water Conservation for the City of Bozeman, Department of Public Works (hereinafter"City"), 20 East Olive Street Bozeman, Montana 59715 between August 11, 2014 and December 31, 2014. II. Description The City requires a research and consulting firm with expertise in developing and conducting a statistically valid telephone survey (hereinafter"survey") and analyzing the data from said survey regarding the City of Bozeman residents' knowledge, beliefs and attitudes about the value of water and water conservation. The information obtained from this survey will be utilized to identify barriers and motivations related to water conservation in order to develop and implement focused, relevant and effective water conservation measures as key components of an overall water conservation program. Goals: The City will use the results of the phone survey research to guide the development of a strategy that: (a) Encourages people who are not thinking about the value of water and/or presently engaging in water conservation to begin doing so; and (b) Encourages residents currently engaging in water conservation measures to adopt additional measures that will further reduce their monthly water usage. Objectives: To enable the City to accomplish its goals, the survey should achieve the following objectives: (a) Determine if the barriers and motivations identified in the literature and other jurisdictions represent those experienced by The City's residential population as a whole. (b) Determine: (i) What factors distinguish those who engage in water conservation measures from those who do not; and (ii) What factors most strongly influence residents' water conservation habits. Topics to be addressed in the survey include but are not limited to: (a) Water conservation behavior-baseline water customer water usage data (b) Knowledge of water conservation measures (c) Access to and use of information regarding water conservation measures (d) Convenience of implementing water conservation measures (e) Motivations for adopting water conservation measures (f) Demographics The Tasks outlined below represent a complete proposed Scope of Work, Once an Agreement is in place, the City, at its discretion,will authorize individual tasks and/or sub-tasks.The Contractor shall prepare a Work Plan and schedule for each task or sub-task which will be submitted to the City. III. Proposed Scope of Work The proposed scope of work is intended to provide important information regarding the City of Bozeman residents' knowledge, belief, and attitudes about the value of water and water conservation. The survey instrument is to be of such a quality that the same instrument can be used in subsequent years to denote shifts in knowledge, beliefs and attitudes about the value of water and water conservation to provide, inter alia, quantitative data for the measurement of education and outreach efforts. The process of conducting the survey will be done pursuant to all applicable laws of the State of Montana and all municipal codes enacted by the City of Bozeman. The utility rate payer information provided to Contractor and Contractor's agents shall not be sold, transmitted or used for any purpose by Contractor or Contractor's agents other than for the purpose of conducting the survey. The survey shall be completed on or before September 30, 2014. All raw data generated as a result of the survey shall be provided to the City and in electronic format that allows for the City's future use and distribution. Contractor's analysis of the survey results shall be provided in the form of a report that allows for future use and distribution. Task One: Survey Instrument Development Contractor shall develop a survey instrument of approximately thirty (30) questions not to exceed nine (9) minutes in length with the City's input and review. The instrument shall be comprised of a combination of water value and perception questions Contractor has used in prior water conservation instruments in other jurisdictions with more specific questions related to water conservation measures. The survey questions shall be designed so that they do not lead the respondents to answer in a particular way. The final instrument shall be approved by the City prior to any telephone contact by Contractor and Contractor's agents with utility rate payers. Task Two: Conduct the Survey The City shall provide to the Contractor utility rate payer contact information. From this, Contractor shall create a random sample of telephone numbers from the information provided. Contractor and Contractor's agents shall not sell, transmit or use this information for any purpose other than to conduct the survey. In order to generate a representative number of responses to capture the City of Bozeman's utility rate payers as a whole and provide statistically significant results at the ninety-five percent (95%) confidence level, the survey shall target completion of 384 surveys and shall be completed on or before September 30, 2014. Task Three: Report Drafted Following the data collection by Contractor and Contractor's agents, Contractor shall analyze the data and develop a draft report for the City's review. This report shall include but not be limited to extensive graphics and tables to highlight key results. The report will primarily focus on top level findings based on the responses of the population as a whole. After the City's review of the draft report, Contractor shall edit and revise the report as needed. Contractor shall provide the raw data and the final report in electronic format for use and distribution by the City. Contractor shall provide the finalized report to the City not more than ten (10) days after receipt of the City's comments to the draft report. Total project costs shall not exceed: $18,000.00