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HomeMy WebLinkAboutContracts & Agreements_37-2026Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 AGREEMENT TO PERFORM PROFESSIONAL SERVICES This agreement for the provision of community benchmark and engagement services ("Agreement") is made and entered in this 7' day of April, 2026 ("Effective Date"), by and between the City of Redlands, a municipal corporation ("City") and Policy Confluence, Inc., a Delaware corporation ("Consultant"). City and Consultant are sometimes individually referred to herein as a "Party" and, together, as the "Parties." In consideration of the mutual promises contained herein, City and Consultant agree as follows: ARTICLE 1 — ENGAGEMENT OF CONSULTANT 1.1 City hereby engages Consultant to provide community benchmark and engagement services for City (the "Services"). 1.2 The Services shall be performed by Consultant in a professional manner, and Consultant represents that it has the skill and the professional expertise necessary to provide the Services to City at a level of competency presently maintained by other practicing professional consultants in the industry providing like and similar types of Services. ARTICLE 2 — SERVICES OF CONSULTANT 2.1 The Services that Consultant shall perform are more particularly described in Exhibit "A," titled "Scope of Services," which is attached hereto and incorporated herein by this reference. 2.2 Consultant shall comply with applicable federal, state and local laws and regulations in the performance of this Agreement including, but not limited to, any applicable State prevailing wage laws. ARTICLE 3 — RESPONSIBILITIES OF CITY 3.1 City designates Carl Baker, Public Information Officer, as City's representative with respect to performance of the Services, and such person shall have the authority to transmit instructions, receive information, interpret and define City's policies and decisions with respect to performance of the Services. ARTICLE 4 — PERFORMANCE OF SERVICES 4.1 Consultant shall perform and complete the Services in a prompt and diligent manner in accordance with the description set forth in Exhibit "A," titled "Scope of Services," which is attached hereto and incorporated herein by reference. 4.2 The term of this Agreement shall be for a period of three (3) years commencing as of June 5, 2026, unless terminated earlier as provided herein. I I:\cmo\Agreements\Polco Renewal Agreement.bm.FY2526-144.03.24.2026.docx Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-740524l E3641 4.3 If Consultant's Services include deliverable electronic visual presentation materials, such materials shall be delivered in a form, and made available to City, consistent with City Council -adopted policy for the same. It shall be the obligation of Consultant to obtain a copy of such policy from City staff. ARTICLE 5 — PAYMENTS TO CONSULTANT 5.1 Compensation: The total compensation for Consultant's performance of the Services shall not exceed the amount of Seventy -Three Thousand Six Hundred Fifty dollars ($73,650). City shall pay Consultant on a milestone basis up to the not -to -exceed amount in accordance with"Exhibit `13," titled ("Payment Schedule") which is attached hereto and incorporated herein by reference. 5.2 Consultant shall submit invoices in accordance with Exhibit `B" and such invoices shall include a brief description of the Services provided. City shall pay Consultant no later than thirty (30) days after receipt and approval by City of Consultant's invoice. 5.3 Any notice or other communication required, or which may be given, pursuant to this Agreement, shall be in writing. Any such notice shall be deemed delivered (i) on the date of delivery in person; (ii) five (5) days after deposit in first class registered mail, with return receipt requested; (iii) on the actual delivery date if deposited with an overnight courier; or (iv) on the date sent by facsimile or electronic mail transmission (including PDF), if confirmed with a copy sent contemporaneously by first class, certified, registered or express mail; in each case properly posted and fully prepaid to the appropriate address set forth below, or such other address as a Party may provide notice in accordance with this section: CITY: City Clerk City of Redlands 35 Cajon Street P.O. Box 3005 (mailing) Redlands, CA 92373 jdonaldson@cityofredlands.org Phone: (909) 798-7531 CONSULTANT: Alec Vice Policy Confluence, Inc. 1241 John Q Hammon Dr, Suite 203 Madison, WI 53717 avice@polco.us Phone: (608) 469-4467 ARTICLE 6 — INSURANCE AND INDEMNIFICATION 6.1 The following insurance coverage required by this Agreement shall be maintained by Consultant for the duration of its performance of the Services. Consultant shall not perform any Services unless and until the required insurance listed below is obtained by Consultant. Consultant shall provide City with certificates of insurance and endorsements evidencing such insurance prior to commencement of the Services. Insurance policies shall include a provision prohibiting cancellation or modification of the policy except upon thirty (30) days prior written notice to City. I:\cmo\Agreements\Polco Renewal Agreement.bm.FY2526-144.03.24.2026.docx Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 A. Workers' Compensation and Employer's Liability insurance in the amount that meets statutory requirements with an insurance carrier acceptable to City, or certification to City that Consultant is self -insured or exempt from the workers' compensation laws of the State of California. Consultant shall execute and provide City with Exhibit "C," titled "Workers' Compensation Insurance Certification," which is attached hereto and incorporated herein by this reference, prior to performance of the Services. B. Comprehensive General Liability insurance with carriers acceptable to City in the minimum amount of One Million Dollars ($1,000,000) per occurrence and Two Million Dollars ($2,000,000) aggregate, for public liability, property damage and personal injury is required. City shall be named as an additional insured and such insurance shall be primary and non-contributing to any insurance or self-insurance maintained by City. C. Consultant shall secure and maintain professional liability insurance throughout the term of this Agreement in the amount of One Million Dollars ($1,000,000) per claim made. D. Business Auto Liability coverage, with minimum limits of One Million Dollars ($1,000,000) per occurrence, combined single limit bodily injury liability and property damage liability. This coverage shall include all Consultant owned vehicles used in connection with Consultant's provision of the Services, hired and non -owned vehicles, and employee non -ownership vehicles. City shall be named as an additional insured and such insurance shall be primary and non-contributing to any insurance or self- insurance maintained by City. E. Consultant is expressly prohibited from assigning or subcontracting any of the Services without the prior written consent of City. In the event of mutual agreement by the Parties to assign or subcontract a portion of the Services, Consultant shall add such assignee or subcontractor as an additional insured to the insurance policies required hereby and provide City with the insurance endorsements prior to any Services being performed by the assignee or subcontractor. 6.2 Consultant shall defend, indemnify and hold harmless City and its elected and appointed officials, employees and agents from and against any and all claims, losses or liability, including attorneys' fees, arising from injury or death to persons or damage to property occasioned by any negligent act or omission by, or the willful misconduct of, Consultant, or its officers, employees and agents in performing the Services. ARTICLE 7 — CONFLICTS OF INTEREST 7.1 Consultant covenants and represents that it does not have any investment or interest in any real property that may be the subject of this Agreement or any other source of income, interest in real property or investment that would be affected in any manner or degree by the performance of Consultant's Services. Consultant further covenants and represents that in the performance of its duties hereunder, no person having any such interest shall perform any Services under this Agreement. I_\cmo\Agreements\Polco Renewal Agreement.1m.FY2526444.03.24.2026.doex Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 7.2 Consultant agrees it is not a designated employee within the meaning of the Political Reform Act because Consultant: A. Does not make a governmental decision whether to: (i) approve a rate, rule or regulation, or adopt or enforce a City law; (ii) issue, deny, suspend or revoke any City permit, license, application, certification, approval, order or similar authorization or entitlement; (iii) authorize City to enter into, modify or renew a contract; (iv) grant City approval to a contract that requires City approval and to which City is a party, or to the specifications for such a contract; (v) grant City approval to a plan, design, report, study or similar item; (vi) adopt, or grant City approval of, policies, standards or guidelines for City or for any subdivision thereof. B. Does not serve in a staff capacity with City and in that capacity, participate in malting a governmental decision or otherwise perform the salve or substantially the same duties for City that would otherwise be performed by an individual holding a position specified in City's Conflict of Interest Code under Government Code section 87302. 7.3 In the event City determines that Consultant must disclose its financial interests, Consultant shall complete and file a Fair Political Practices Commission Fonn 700, Statement of Economic Interests, with the City Clerk's office pursuant to the written instructions provided by the City Clerk. ARTICLE 8 — GENERAL CONSIDERATIONS 8.1 In the event any action is commenced to enforce or interpret any of the terms or conditions of this Agreement the prevailing Party shall, in addition to any costs and other relief, be entitled to the recovery of its reasonable attorneys' fees, including fees for the use of in- house counsel by a Party. 8.2 Consultant shall not assign any of the Services, except with the prior written approval of City and in strict compliance with the terms and conditions of this Agreement. Any assignment or attempted assignment without such prior written consent may, in the sole discretion of City, result in City's immediate termination of this Agreement. 8.3 Consultant is for all purposes under this Agreement an independent contractor and shall perform the Services as an independent contractor. Neither City nor any its agents shall have control over the conduct of Consultant or Consultant's employees, except as herein set forth. Consultant shall supply all necessary tools and instrumentalities required to perform the Services. Assigned personnel employed by Consultant are for its account only, and in no event shall Consultant or personnel retained by it be deemed to have been employed by City or engaged by City for the account of, or on behalf of City. Consultant shall have no authority, express or implied, to act on behalf of City in any capacity 4 I:\cmo\Agrecmcnts\Polco Renewal Agreement.bm FY2526-144.03.24.2026.docx Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 whatsoever as an agent, nor shall Consultant have any authority, express or implied, to bind City to any obligation. 8.4 This Agreement may be terminated by City, in its sole discretion, by providing not less than five (5) days prior written notice to Consultant of City's intent to terminate. If this Agreement is terminated by City, an adjustment to Consultant's compensation shall be made, but (1) no amount shall be allowed for anticipated profit or unperformed Services, and (2) any payment due Consultant at the time of termination may be adjusted to the extent of any additional costs to City occasioned by any default by Consultant. Upon receipt of a termination notice, Consultant shall immediately discontinue its provision of the Services and, within five (5) days of the date of the termination notice, deliver or otherwise make available to City, copies (in both hard copy and electronic form, where applicable) of project related data, design calculations, drawings, specifications, reports, estimates, summaries and such other information and materials as may have been accumulated by Consultant in performing the Services. Consultant shall be compensated on a pro-rata basis for Services completed up to the date of termination. 8.5 Consultant shall maintain books, ledgers, invoices, accounts and other records and documents evidencing costs and expenses related to the Services for a period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant pursuant to this Agreement. Such books shall be available at reasonable times for examination by City at the office of Consultant. 8.6 This Agreement, including the Exhibits incorporated herein by reference, represents the entire agreement and understanding between the Parties as to the matters contained herein, and any prior negotiations, written proposals or verbal agreements relating to such matters are superseded by this Agreement. Except as otherwise provided for herein, any amendment to this Agreement shall be in writing, approved by City and signed by City and Consultant. 8.7 This Agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflicts of laws provisions. The Parties agree that all actions or proceedings arising in connection with this Agreement shall be tried and litigated only in the state courts located in San Bernardino County, California, and the federal courts located in Riverside County, California. 8.8 if one or more of the sentences, clauses, paragraphs or sections contained in this Agreement is declared invalid, void or unenforceable by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall not affect, impair or invalidate the remaining sentences, clauses, paragraphs or sections contained herein, unless to do so would deprive a Party of a material benefit of its bargain under this Agreement. 5 I:\cmo\Agrcements\Polco Renewal Agreemen[.bm.FY2526-144.03.24.2026.docx Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 TN WITNESS WHEREOF, duly authorized representatives of City and Consultant have signed in confirmation of this Agreement. CITY OF RE LANDS By: Mario Saucedo, Mayor ATTEST: 1�- 85��r(ne Donaldson, City Clerk 6 lAcmo\AgreementS\Polco Renewal Agreement.bm.FY2526-144.03.24.2026.docx POLICY CONFLUENCE, INC. Signed 6y: ilia ME4FD4D822746A,.. Alec Vice, Director of Account Management Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 EXHIBIT "A" SCOPE OF SERVICES Consultant Engage + Assess - The National Community Survey© All Consultant Engage features are available to City during City's subscription term to engage with City's target audiences. Respondents answer questions via Consultant's civic surveying and engagement platform which includes real time results and the option to have respondents verified against voter lists. As participants respond they become part of the City community's digital panel available for follow up questions, surveys, polls, and other engagement. The Assess Module includes I benchmark survey per annual contract period. City's online report will include comparisons to our National Benchmarks, and demographic and geographic comparisons (if response is sufficient by subgroup). Our customer success team will guide City's benchmark survey process to ensure smooth implementation. A representative sample of residents (or other appropriate stakeholders) will be invited to complete the survey to ensure statistically significant response and results. Consultant will use statistically appropriate methodologies to garner community -wide representativeness with approximately a 6% margin of error (4-6% is typical and meets best practices for performance measurement, about 250-450 responses) per local jurisdiction. The invitations will contain an introduction outlining the importance of the survey and instructions for completing it. To supplement this effort, City will be asked to participate in outreach efforts with guidance on best practices from Consultant. Responses will be statistically weighted to ensure the best representation of City's community (or stakeholder group, if applicable): • 3,500 Household Sample Size. 2 Part Outreach - 1 Postcard Invitation & 1 Mailed Survey Packet $18,750/Year for 3 Years Half Page of Custom Questions We recognize that while you are making this larger effort to get input from your residents you may want to add a few custom items. $2,200/Year for 3 Years Spanish Translation of Benchmark Survey Consultant will provide a Spanish translation of your survey and publish it online. Survey invitations will provide a URL and Spanish language instructions for completing the survey online. $1,200/Year for 3 Years 7 I:\cmo\Agreements\Polco Renewal Agreement.bmPY2526-144.03.24.2026.docx Docusign Envelope ID: B912BAD7-OC4C-BFE2-8126-740524l E3641 Remote Presentation of Results A senior Consultant staff member will make one presentation of survey results to staff, Council, Boards, or other appropriate groups. This will be conducted on Zoom or another appropriate technology (that is feasible for both parties and suits the purpose). For this presentation, we use Microsoft© PowerPoint or Google Slides as a visual aid and a copy of the slideshow is shared with your staff for internal use. $2,400/Year for 3 Years One Set of Custom Benchmark Comparisons In addition to the national benchmarks (included with The NCS Online reporting), Custom Benchmarks can be purchased to compare your results to custom cohorts such as communities within a state or region, with similar population sizes, with similar median household incomes, or a combination of these. $1,500 Included 8 C\cmo\Agreements\Poleo Rene�wl Agreement.bm.FY2526-144.03.242026.doex Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 EXHIBIT "B" PAYMENT SCHEDULE Invoice Date Due Date Amount Upon Contract Execution 30 days following the Invoice Date $12,275 Draft of first Survey report 30 days following the Invoice Date $12,275 Start of second survey process 30 days following the Invoice Date $12,275 Draft of second Survey report 30 days following the Invoice Date $12,275 Start of third survey process 30 days following the Invoice Date $12,275 Draft of third survey report 30 days following the invoice Date $12,275 Per Year Subtotal: $24,550.00 Total for 3-Year Term: $73,650 1:lerrto\AgreementslPolco Renewal Agreement. bm.FY2326-144.03.24.2026,doex Docusign Envelope ID: B912BAD7-OC4C-8FE2-8126-7405241E3641 EXHIBIT "C" WORKERS' COMPENSATION INSURANCE CERTIFICATION Every employer, except the State, shall secure the payment of compensation in one or more of the following ways: (a) By being insured against liability to pay compensation by one or more insurers duly authorized to write compensation insurance in this State. (b) By securing from the Director of Industrial Relations, a certificate of consent to self -insure, either as an individual employer, or as one employer in a group of employers, which may be given upon furnishing proof satisfactory to the Director of Industrial Relations of ability to self -insure and to pay any compensation that may become due to his or her employees. CHECK ONE _I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work and activities required or permitted under this Agreement. (Labor Code §1861). X I affirm that at all times, in performing the work and activities required or permitted under this Agreement, I shall not employ any person in any manner such that I become subject to the workers' compensation laws of California. However, at any time, if I employ any person such that I become subject to the workers' compensation laws of California, immediately I shall provide the City with a certificate of consent to self -insure, or a certification of workers' compensation insurance. I certify under penalty of perj ury under the laws of the State of California that the information and representations made in this certificate are true and correct. POLICY CONFLUENCE, INC. I� Ea sio�•a ny: ` UY, A0EV040B22740A... Alec Vice, Director of Account Management 10 C\emo\Agreements\Polco Renewal Agreement.bm.FY2526-144.03.24.2026.docx Date: Mar-25-2026