HomeMy WebLinkAboutContracts & Agreements_116-2016 AGREEMENT TO PERFORM ORACLE PRIMAVERA CONTRACT MANAGEMENT
SOFTWARE CONFIGURATION AND TRAINING
This agreement for the provision of services associated with LoadSpring Solutions, Inc.
("Agreement")is made and entered in this 31 st day of May, 2016("Effective Date"), by and
between the City of Redlands, a municipal corporation("City)"and LoadSpring Solutions, Inc.
("Consultant"). City and Consultant are sometimes individually referred to herein as a"Parry"
and,together, as the"Parties."In consideration of the mutual promises contained herein, City
and Consultant agree as follows:
ARTICLE I —ENGAGEMENT OF CONSULTANT
1.1 City hereby engages Consultant to provide Oracle Primavera Contract Management
software configuration and training services for City's Municipal Utilities and
Engineering Department(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,"entitled"Scope of Services,"which is attached hereto and incorporated herein by
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 State prevailing wage
laws.
ARTICLE 3 —RESPONSIBILITIES OF CITY
3.1 City shall make available to Consultant information in its possession that may assist
Consultant in performing the Services.
3.2 City designates Chris Diggs,Municipal Utilities and Engineering Director, 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. The
Services shall commence within ten (10)days of the Effective Date of this Agreement.
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4.2 If Consultant's Services include deliverable electronic visual presentation materials, such
materials shall be delivered in a form, and made available to the 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 The total compensation for Consultant's performance of the Services shall not exceed the
amount of twenty-two thousand three hundred dollars ($22,300). City shall pay
Consultant on a time and materials basis up to the not to exceed amount, in accordance
with Exhibit"B" entitled"Project Costs and Hourly Rates."Exhibit"B"is attached
hereto and incorporated herein by this reference.
5.2 Consultant shall submit monthly invoices to City describing the Services performed
during the preceding month. Consultant's invoices shall include a brief description of the
Services performed,the dates the Services were performed, the number of hours spent and
by whom, and a description of reimbursable expenses related to the Services. 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 fust 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, 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 Consultant
Chris Diggs,Director Jim Smith
MUED Executive Vice President
City of Redlands LoadSpring Solutions,Inc.
35 Cajon Street, Suite 15 187 Ballardvale Street, B-210
PO. Box 3005 (mailing) Wilmington, MA 01857
Redlands, CA 92373
ARTICLE 6—INSURANCE AND INDEMNIFICATION
6.1 Insurance 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
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prohibiting cancellation or modification of the policy except upon thirty(30) days prior
written notice to City.
6.2 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 provide City with Exhibit"C,"entitled
"Workers' Compensation Insurance Certification,"which is attached hereto and
incorporated herein by this reference prior to the performance of any Services.
6.3 Consultant shall secure and maintain comprehensive general liability insurance with
carriers acceptable to City. Minimum coverage 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.
6.4 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.
6.5 Consultant shall have 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.
6.6 Consultant shall defend,indemnify and hold harmless City and its elected 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.
7.2 Consultant agrees it is not a designated employee within the meaning of the Political
Reform Act because Consultant:
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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 the 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
making a governmental decision or otherwise perform the same 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 Forza 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.
8.3 Records, drawings, designs, cost estimates, electronic data files, databases and any other
documents developed by Consultant in connection with its performance of the Services,
and any copyright interest in such documents, shall become the property of City and shall
be delivered to City upon completion of the Services, or upon the request of City. Any
reuse of such documents, and any use of incomplete documents, shall be at City's sole
risk.
8.4 Consultant is for all purposes under this Agreement an independent contractor and shall
perform the Services as an independent contractor. Neither City nor 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
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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
whatsoever as an agent, nor shall Consultant have any authority, express or implied, to
bind City to any obligation.
8.5 Unless earlier terminated as provided for below, this Agreement shall terminate upon
completion and acceptance of the Services by City. 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.
8.6 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.
8.7 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.
8.8 This Agreement shall be governed by and construed in accordance with the laws of the
State of California.
8.9 1f 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 Parry of a material benefit of
its bargain under this Agreement.
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IN WITLESS" WHEREOF,, duly autharized representatives of City and Consultant have signed
in confirmation of this Agreement.
"IT'S'"OF REDLANDS NAME
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1 . nrique hinez, Cites Mal l; Smith, Executive VP
Attest:
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EXHIBIT "A"
Scope of Services
City is currently standardizing Oracle Primavera Contract Management(PCM) as an application
solution to meet construction management needs. Consultant shall focus on refining, configuring,
and developing procedures for PCM so City can gain additional functionality and reporting in:
• Configuring and creating custom reports.
• Configuring mobile modules.
• Creating procedures,and custom reports for cost management.
• Implement online routing procedures.
• Onsite training/mentoring to define and document PCM policies and procedures.
Consultant shall deploy solution using a segmented(phased)approach to the above stated bullet
items to address City's primary concern of creating and defining policy and procedures for PCM.
Consultant shall provide services based on City's project management needs. The City has
multiple goals which shall be addressed including:
• Streamline custom reporting.
• Customize PCM to improve efficiency.
• Using PCM in a mobile environment that facilitates user friendly interaction.
• incorporate labor compliance and interviews into daily reports module
• Configure cost module for complete cost management and reporting.
• Refresher training on PCM advanced features and functionality.
Implementation
• Segment 1—Discovery into current PCM configuration and reporting.
o Consultant shall arrange kickoff call with City to develop implementation plan to
meet project goals and timeline.
o City and Consultant shall develop a plan including delivery schedule,
responsibility, assignments, identify potential risks/issues, and conduct full team
project kick off meeting.
o Consultant shall work with City to review current PCM procedures and reporting
requirements.
o Review procedures to align with current functionality and features of PCM.
o Consultant shall review current City procedures, full audit of current enterprise
report and forms to ensure best practices.
o Consultant in conjunction with City will select reports and forms which require
customization due to new procedures being implemented.
o Revised procedures shall be documented and custom procedure manual shall be
developed and provided to City prior to final payment being issued.
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• Segment 2—Consultant shall create and develop agenda to deliver mentoring training
classes to City. Classes shall include the following:
o PCM system configuration options.
o PCM module dependencies.
o PCM default processes.
a Bi Publisher configuration settings.
o Bi Publisher beginner's overview.
o PCM tips and tricks.
• Segment 3—Consultant shall configure PCM to desired state and document each project
and module setting. Settings shall be documented and defined in procedure manual City
will use to maintain environment. The manual shall include the following:
o User security settings.
o Project level settings.
o Dictionaries (custom/standard drop down lists).
o Custom fields (formatting and usage).
a Document setup (uploading photos,payment requisition retention and rounding).
o Approval/routing workflow(change orders,requests for information, submittals).
o Custom alerts, inbox and email notifications.
o Layouts and layout options (custom dashboard by role).
o Track issues.
o Document procedures for tack functions (change management, submittals,
payments, etc.).
• Segment 4—Consultant shall assist City in developing and testing custom reports that
align with new system configuration and approval process. Reports and forms shall
provide project and enterprise transparency for cost, document status, and ball in court
accountability. The reports and forms must be developed for the following modules:
o Cost worksheet.
o Payment requisitions (pay requisition form).
o Submittals.
o Request for information.
o Daily Reports (list of subs per project, site interview form, field log, labor
compliance).
o Punch lists.
o Materials.
o Change orders.
o Custom form mentoring and training.
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EXHIBIT "B"
PROJECT COSTS AND HOURLY RATES
Item Rate
Consulting Services ...........................................................................................$200 per hour
Travel.................................................................................................................$750 per diem
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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
1 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).
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 perjury under the laws of the State of California that the information
and representations made in this certificate are true and correct.
LoadSpr' g Solutio s, Inc. Date: Cr
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By-
J'l Smith, Executive VP
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