HomeMy WebLinkAboutCORE Business Technologies / Wonderware Inc; 2007-03-01;AGREEMENT FOR TECHNOLOGY INTEGRATION SERVICES
WONDERWARE INC. dba CORE BUSINESS TECHNOLOGIES
THIS AGREEMENT is made and entered into as of the / day of
2007, by and between the CITY OF CARLSBAD, a municipal
corporation, ("City"), and Wonderware Inc. dba CORE Business Technologies, a Rhode
Island Corporation ("Contractor").
RECITALS
A. City requires the professional services of a contractor that is experienced
in the provision of cashiering system software and related services.
B. Contractor has the necessary experience in providing professional
services and advice related to cashiering systems.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this
reference in accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of one year from the date first
above written. The City Manager may amend the Agreement to extend it for one
additional one-year period or parts thereof in an amount not to exceed fifty-four
thousand five hundred fifty-five dollars ($54,555) per Agreement year. Extensions will
be based upon a satisfactory review of Contractor's performance, City needs, and
appropriation of funds by the City Council. The parties will prepare a written amendment
indicating the effective date and length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
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5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term
will not exceed fifty-four thousand five hundred fifty-five dollars ($54,555), which
consists of $49,595 base services plus $4,960 for ten percent (10%) contingency. No
other compensation for the Services will be allowed except for items covered by
subsequent amendments to this Agreement. The City reserves the right to withhold a
ten percent (10%) retention until City has accepted the work and/or Services specified
in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in Exhibit "A".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to the Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
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9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless and defend the City and its officers,
officials, employees and volunteers from and against all claims, damages, losses and
expenses including attorneys fees arising out of the performance of the work described
herein caused in whole or in part by any willful misconduct or negligent act or omission
of the Contractor, anyone directly employed by Contractor for whose acts Contractor is
either found liable or sought against, recovered or obtained.
In no event shall Contractor be liable to the City for loss of profit, indirect, special,
or consequential damages arising out of any breach of this Agreement or of obligations
under this Agreement or the license granted or for any claim made against the City by
any other party. Contractor shall not be liable for any damages caused by delay in
delivery, installation or furnishing of the software or other program products or services
under this Agreement.
The parties expressly agree that any payment, attorney's fee, costs or expense
City incurs or makes to or on behalf of an injured employee as a result of any willful
misconduct or negligent act by Contractor or employes of Contractor under the City's
self-administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or early
termination of this Agreement.
Contractor agrees to defend City and hereby indemnifies and holds City
harmless from and against any and all claims, demands, actions, causes of action,
suits, liabilities, costs and expenses (including reasonable attorney's fees) incurred or
suffered by City arising out of or related to allegations that the software provided
pursuant to this Agreement infringes any patent, copyright, trade secret, trademark or
other proprietary right of any third party. City shall provide Contractor with prompt notice
of any such claim and Contractor shall have the right to direct the defense and
settlement of such claim. In the event that the use of the software is enjoined, or
becomes, or, in Contractor's opinion, is likely to become, the subject of a claim of
infringement, Contractor shall, at its own option and its own expense, either (i) obtain for
the City the right to continue using the software or (ii) replace it with a non-infringing
product.
Contractor agrees to indemnify, defend and hold the City and its officers, agents,
employees harmless from and against any and all claims, losses, damages, obligations,
liabilities and expenses (including attorney fees) arising from the City's refusal to
produce Core's confidential information pursuant to a request to review public city
records, after receiving a request for the item and after being instructed by Contractor
not to produce it.
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10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:VII".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless City Attorney or City Manager approves a lower amount. These minimum
amounts of coverage will not constitute any limitations or cap on Contractor's
indemnification obligations under this Agreement. City, its officers, agents and
employees make no representation that the limits of the insurance specified to be
carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If
Contractor believes that any required insurance coverage is inadequate, Contractor will
obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1.000.000 combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits will apply
separately to the work under this Agreement or the general aggregate will be twice the
required per occurrence limit.
10.1.2 Automobile Liability (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily
injury and property damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers'
Compensation limits as required by the California Labor Code and Employer's Liability
limits of $1,000,000 per accident for bodily injury. Workers' Compensation and
Employer's Liability insurance will not be required if Contractor has no employees and
provides, to City's satisfaction, a declaration stating this.
10.1.4 Professional Liability. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must
be maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance
required under this Agreement contain, or are endorsed to contain, the following
provisions:
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10.2.1 The City will be named as an additional insured on General
Liability.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 . This insurance will be in force during the life of the Agreement and
any extensions of it and will not be canceled without thirty (30) days prior written notice
to City sent by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution
of this Agreement, Contractor will furnish certificates of insurance and endorsements to
City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime,
complete and certified copies of any or all required insurance policies and
endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred
under this Agreement. All records will be clearly identifiable. Contractor will allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of records and any other documents created pursuant to this
Agreement. Contractor will allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of
final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
Contractor, or its supplier, shall retain title and all rights to all programs, documentation,
and promotional material related to the software, except city documentation and training
materials. No buyer may market, lease, sell, transfer, assign, or grant any interest in
the license or programs to any third party.
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In the event this Agreement is terminated, all work product produced by
Contractor or its agents, employees and subcontractors pursuant to this Agreement will
remain the property of the Contractor.
14. NOTICES
The name of the persons who are authorized to give written notices or to receive written
notice on behalf of City and on behalf of Contractor under this Agreement.
For Citv: For Contractor:
Name Colette Wenaenroth Name_
Title Finance Manager Title /^
Department Finance Addressjg^'V
City of Carlsbad
Address 1635 Faraday Avenue Phone No.
Carlsbad CA 92008
Phone No. 760-602-2468
Each party will notify the other immediately of any changes of address that would
require any notice or delivery to be directed to another address.
15. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required
of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
Contractor, for Contractor and on behalf of Contractor's agents, employees,
subcontractors and consultants warrants that by execution of this Agreement, that they
have no interest, present or contemplated, in the projects affected by this Agreement.
Contractor further warrants that neither Contractor, nor Contractor's agents, employees,
subcontractors and consultants have any ancillary real property, business interests or
income that will be affected by this Agreement or, alternatively, that Contractor will file
with the City an affidavit disclosing this interest.
16. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way
affect the performance of the Services by Contractor. Contractor will at all times observe
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and comply with these laws, ordinances, and regulations and will be responsible for the
compliance of Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act
of 1986 and will comply with those requirements, including, but not limited to, verifying
the eligibility for employment of all agents, employees, subcontractors and consultants
that the services required by this Agreement.
17. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations
prohibiting discrimination and harassment.
18. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following
procedure will be used to resolve any questions of fact or interpretation not otherwise
settled by agreement between the parties. Representatives of Contractor or City will
reduce such questions, and their respective views, to writing. A copy of such
documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative
receiving the letter will reply to the letter along with a recommended method of
resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
to the aggrieved party, a letter outlining the disputes will be forwarded to the City
Manager. The City Manager will consider the facts and solutions recommended by each
party and may then opt to direct a solution to the problem. In such cases, the action of
the City Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
19. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services,
City may terminate this Agreement for nonperformance by notifying Contractor by
certified mail of the termination. If City decides to abandon or indefinitely postpone the
work or services contemplated by this Agreement, City may terminate this Agreement
upon written notice to Contractor. Upon notification of termination, Contractor has five
(5) business days to deliver any documents owned by City and all work in progress to
City address contained in this Agreement. City will make a determination of fact based
upon the work product delivered to City and of the percentage of work that Contractor
has performed which is usable and of worth to City in having the Agreement completed.
Based upon that finding City will determine the final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may
terminate this Agreement. In this event and upon request of City, Contractor will
assemble the work product and put it in order for proper filing and closing and deliver it
to City. Contractor will be paid for work performed to the termination date; however, the
total will not exceed the lump sum fee payable under this Agreement. City will make the
final determination as to the portions of tasks completed and the compensation to be
made.
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20. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or
person, other than a bona fide employee working for Contractor, to solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration contingent upon, or resulting from, the award or making of
this Agreement. For breach or violation of this warranty, City will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price
or consideration, or otherwise recover, the full amount of the fee, commission,
percentage, brokerage fees, gift, or contingent fee.
21. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to
City must be asserted as part of the Agreement process as set forth in this Agreement
and not in anticipation of litigation or in conjunction with litigation. Contractor
acknowledges that if a false claim is submitted to City, it may be considered fraud and
Contractor may be subject to criminal prosecution. Contractor acknowledges that
California Government Code sections 12650 et seq.. the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with deliberate
ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is
entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges
that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor
on any public work or improvement for a period of up to five (5) years. Contractor
acknowledges debarment by another jurisdiction is grounds for City to terminate this
Agreement.
22. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of
enforcing a right or rights provided for by this Agreement will be tried in a court of
competent jurisdiction in the County of San Diego, State of California, and the parties
waive all provisions of law providing for a change of venue in these proceedings to any
other county.
23. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor
any monies due or to become due under it may be assigned by Contractor without the
prior consent of City, which shall not be unreasonably withheld.
24. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated
by it, along with the purchase order for this Agreement and its provisions, embody the
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entire Agreement and understanding between the parties relating to the subject matter
of it. In case of conflict, the terms of the Agreement supersede the purchase order.
Neither this Agreement nor any of its provisions may be amended, modified, waived or
discharged except in a writing signed by both parties.
25. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf
of Contractor each represent and warrant that they have the legal power, right and
actual authority to bind Contractor to the terms and conditions of this Agreement.
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CONTRACTOR
(sign here)
- fie,. iJl^i
(print name/title)
CITY OF CARLSBAD, a municipal
corporation of the. State of California
City Manager or Mayor
ATTEST:
(e-mail address)
(e-mail address)
If required by City, proper notarial acknowledgment of execution''^ _.
must be attached. If a Corporation. Agreement must be signed by one'corporate
officer from each of the following two groups.
*Group A.
Chairman,
President, or
Vice-President
**Group B.
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or
assistant secretary under corporate seal empowering the officer(s) signing to bind the
corporation.
APPROVED AS TO FORM:
^^-^RONA12D>tBAtL, City Attornev
leputy City Attorney
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EXHIBIT "A"
STATEMENT OF WORK
Upon acceptance of this Statement of Work by the City, the ongoing software
licensing and maintenance for the products and services provided for by this
Agreement will be governed by, incorporated into, and made part of the Software
License and Maintenance Agreement between Core Business Technologies, Inc.
and the City of Carlsbad date August 18, 2004.
1.0 INTRODUCTION - DESCRIPTION OF THE WORK
CORE will provide the City of Carlsbad with professional services for the purpose
of developing an interface to the Sirsi Library System ("Sirsi") from the existing
One-Step solution installed and in use at the City's site. In addition, CORE will
make modifications to the existing I FAS system interface and add One-Step
workstations and peripheral devices to the existing deployment at the City's site.
2.0 TASKS AND DELIVERABLES - OVERVIEW
2.1 CORE will:
2.1.1 Design and develop the Initial Interface Specification that will provide
interoperability between One-Step and Sirs! and applicable business
rules as expressed by City.
2.1.2 Based upon the Parties feedback to the Initial Interface Specification, a
Final Interface Specification will be prepared for formal acceptance by
City. Once finalized and on acceptance by City, the Final Interface
Specification will be incorporated as the controlling functional document
for all systems acceptance testing by City.
2.1.3 Configure, customize, test, install and train the One-Step Payment
Processing system, its components, interfaces, modules and
enhancements, in accordance with the project schedule contained within
the Final Project Specification.
2.1.4 Provide corrections for all deficiencies determined during system
acceptance testing to conform to the Final Interface Specification within
(5) business days of notification of said deficiency by City to CORE in an
agreed to form. This is not intended to imply that all corrections will take
(5) business days to correct.
2.1.5 Modify the current IFAS batch update interface per section 7.1.2 below.
2.2 Customer will:
2.2.1 Provide written response to the Initial Interface Specification and all
subsequent versions within (5) business days from receipt.
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2.2.2 After installation and testing provide written acceptance of the Final
Interface Specification.
2.2.3 Allow Core to have remote access to host system test database
instance. CORE will conform to the security protocol of City.
2.2.4 Provide access to the appropriate personnel as required by CORE during
configuration, development, installation and training.
2.2.5 Provide all computing hardware.
2.2.6 Schedule and conduct system acceptance testing as defined in the Final
Interface Specification.
2.2.7 Report all deficiencies as determined during system testing and provide
at a minimum of (5) business days for correction by CORE. This is not
intended to imply that all corrections will take (5) business days to
correct.
3.0 PROJECT MANAGEMENT
3.1 Each party agrees to appoint a principal point of contact, identified in the
Project Specification as "Project Managers", to whom all communications
between the parties with respect to development of the Products shall be
directed.
4.0 PROJECT SCHEDULE & KEY DELIVERABLES
4.1 Issue PO and Agreement
4.2 Revision and Approval of Interface Specification
4.3 Interface Development and Setup at CORE
4.4 Quality Assurance Testing at CORE
4.5 Final Testing at City site
4.6 Go Live
5.0 HARDWARE
Core will provide City with the peripheral hardware as specified in the Peripherals
Section of the Pricing Schedule, Exhibit "B".
6.0 SOFTWARE
CORE will provide City with the software as specified in the Application Software
Section of the Pricing Schedule, Exhibit "B".
7.0 INTERFACES
7.1 Core's responsibilities include, but are not limited, to:
7.1.1 Design, develop, transfer, tailor and test all software required for the
following interfaces resulting in their operating in accordance with the
Interface Specification:
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7.1.1 Inquiry by user name or account number and Real Time Update
by account number with Sirsi Library System.
7.1.2 Modify the current I FAS batch update interface pertaining to the following
fields:
. B01-ORIG-AMT
• B01-PRIN-AMT
. B01-DIST-AMT
. B01-BILL-DT
7.2 City's responsibilities include, but are not limited, to:
7.2.1 Using its best efforts, provide, on request, currently existing information,
record layouts and documents necessary to establish interfaces with local
systems.
7.2.2 Clarify the following issues that have been detailed in previous
conversations:
• CORE had proposed the following functionality when we first started to
discuss this interface:
- Query by User ID, User ID & Bill Number or Name.
- Real-Time Update by User ID & Bill Number.
- Financial Batch Update based on query results and payment
applied.
• The documentation does cover paying fees/fines but it's pretty
limited, more information on the data passed back and forth
with respect to the above objectives is needed. In order to
proceed, we will need to know the following:
- Documentation or instruction on implementing the objectives listed
above.
- Sample code that demonstrates how a Windows application would
use SIP2.
- A test system that we can do R&D against.
7.2.3 Notify all third-party vendors that CORE is City's selected vendor and
request their assistance and cooperation when CORE contacts them in
relationship to the work performed herein.
7.2.4 Assist Core when required in obtaining information from third-party
vendors where CORE'S repeated efforts have been unsuccessful in
obtaining the requested information. If, after CORE exhausts efforts to
obtain the necessary information, City is also unable to obtain the
information, the parties will meet to discuss how best to proceed.
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7.2.5 Provide City staff resources as reasonably required by CORE to assist in
the testing of the interfaces installed.
8.0 PAYMENT TERMS
Hardware and One Step Licenses
• 50% of contract total on purchase order acceptance.
• 50% of contract total on delivery.
System Interfaces
• 50% of contract total on purchase order acceptance.
• 30% of contract total on delivery.
. 20% of contract total on system acceptance.
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EXHIBIT "B"
PRICING SCHEDULE
LIBRARY CASH SOLUTION
QTY DESCRIPTION UNIT PRICE TOTAL PRICE
1 CORE One-Step Client User License (5 Client Block) $ 22,500 $ 22,500
5 Epson Check Imager/MICR Reader 1,578 7,890
5 Mag Strip Credit Card Reader . 175 875
1 Sirs! Library System Interface 12,000 12,000
- Using SIP2 Protocol
- Real Time Inquiry and Update by user name or account number
- Financial Import
1 Annual Maintenance Cost
- CORE One-Step License and maintenance (18% of User
License cost) 4,050 4,050
- Epson Spare-in-the-air Service Agreement - 2-years
(optional new program) 216 1,080
Changes to the IFAS Financial System Interface section 4.1.4
Batch Update: 1,200 1,200
TOTAL $49,595.00
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