HomeMy WebLinkAboutQuickstart Intelligence Inc; 2008-07-31;AGREEMENT FOR PROJECT MANAGEMENT TRAININGSERVICES
QUICKSTART INTELLIGENCE, INC
THIS AGREEMENT is made and entered into as of the <\3 [ _ day of
by and between the CITY OF CARLSBAD, a municipal
corfi^ration, p Ciand QuickStart Intelligence Inc, a California corporation, ("Contractor").
RECITALS
City requires the professional services of a training vendor that is experienced in
instructor-led training specializing in Project Management Fundamentals. Contractor has the
necessary experience in providing these professional services, 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 Exhibit "A", attached and incorporated by this
reference in accordance with the terms and conditions set forth in this Agreement.
2. Term. This Agreement will be effective for a period of 6 months from the date first above
written.
3. Compensation. The total fee payable for the Services to be performed will be two
thousand nine hundred eighty five dollars ($2,985). Compensation includes instructor fees,
courseware and travel expenses. No other compensation for the Services will be allowed except
for items covered by subsequent amendments to this Agreement. City reserves the right to
withhold a ten percent (10%) retention until City has accepted the work and/or the Services
specified in Exhibit "A."
4. Status of Contractor. Contractor will perform the Services as an independent contractor
and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor
will be under the control of City only as to the results to be accomplished.
5. Indemnification. Contractor agrees to indemnify and hold harmless 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 by any negligence, recklessness, or willful misconduct of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts
any of them may be liable.
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 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.
6. Insurance. Contractor will obtain and maintain policies of commercial general liability
insurance, automobile liability insurance, a combined policy of workers' compensation,
employers liability insurance, and professional liability insurance from an insurance company
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authorized to transact the business of insurance in the State of California which has a current
rating in the Best's Key Rating guide of at least A-:V in an amount of not less than five hundred
thousand dollars ($500,000) each, unless otherwise authorized and approved by the City
Attorney or the City Manager. Contractor will obtain occurrence coverage, excluding
Professional Liability, which will be written as claims-made coverage. The insurance will be in
force during the life of this Agreement and will not be canceled without thirty (30) days prior
written notice to the City by certified mail. City will be named as an additional insured on General
and Automobile liability. Contractor will furnish certificates of insurance to the Contract
Department, with endorsements to City prbr to City's execution of this Agreement.
7. 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 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.
8. Compliance With Laws. Contractor will comply with all applicable local, state and federal
laws and regulations prohibiting discrimination and harassment and will obtain and maintain a
City of Carlsbad Business License for the term of this Agreement.
9. Termination. City or Contractor may terminate this Agreement at any time after a
discussion, and written notice to the other party. City will pay Contractor's costs for services
delivered up to the time of termination, if the services have been delivered in accordance with
the Agreement.
10. Claims and Lawsuits. By signing this Agreement, Contractor agrees it may be subject to
civil penalties for the filing of false claims as set forth in the California False Claims Act,
Government Code sections 12650, et seq.. and Carlsbad Municipal Code Sections 3.32.025, et
seq. Contractor further acknowledges that debarment by another jurisdiction is grounds for the
City of Carlsbad to terminate thisAgreement.
11. Venue and Jurisdiction. Contractor agrees and stipulates that the proper venue and
jurisdiction for resolution of any disputes between the parties arising out of this Agreement is the
State Superior Court, San Diego County, California.
12. Assignment. Contractor may assign neither this Agreement nor any part of it, nor any
monies due or to become due under it, without the prior written consent of City.
13. Amendments This Agreement may be amended by mutual consent of City and
Contractor. Any amendment will be in writing, signed by both parties, with a statement of
estimated changes in charges or time schedule.
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14. 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.
CONTRACTOR
'By:
CITY OF CARLSBAD, a municipal
corporatiorkolthe Staje of California
(sTgri^fiere)City Manager or Mayor
(print name/title)ATTEST:
(e-mail address)
City Clerk
(sigirhere)
M.WOO^sMo^/
- UP
(print name/title)
Qu ,'
(e-mail address)
If required by City, proper notarial acknowledgment of execution by contractor 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) sgning to bind the corporation.
APPROVED AS TO FORM:
RONALD,%fiALL, City^Attorney
)eputy City Attorney
City Attorney Approved Version #11.28.06
EXHIBIT "A"
SCOPE OF SERVICES
Quickstart will provide an instructor to conduct training on Project Management Fundamentals at
City facilities for up to 18 students. This course is a one day class and will be held on 3 separate
days to allow all Information Technology staff to attend.
The City will provide a projector for the instructor.
Quickstart will provide full courseware for each student.
Project Management Fundamentals
Duration: 1 Day
Course Overview:
This course is a primer on the basics of Project Management. It will provide students with the big
picture of how project management tools and techniques are used to establish a firm foundation for
a project, create project plans, choose the most appropriate scheduling method, select and organize
a team to perform project tasks, monitor and control ongoing project performance, and close the
project upon its completion. Students will also learn how to minimize risk throughout the project life
cycle by using contingency planning techniques. This course does not make use of any project
management software application, but focuses instead on the conceptual underpinning that
students must know in order to use any project management software application effectively.
Students Learn To:
• Identify the steps in each phase of the Project Life Cycle
• Identify the various roles of the project manager
• Identify the purpose and required elements of a Statement of Work (SOW)
• Discuss the techniques used in setting up and running a smoothly-functioning project team
• Identify the elements of a Deliverables Breakdown Structure (DBS) and Work Breakdown
Structure (WBS) and the role these documents serve in planning a project
• How Gantt Charts and Network Diagrams are used to identify the Critical Path for completing a
project on schedule
• List elements of a project budget and describe how they are derived
• Describe how to control for deviation from plans and schedules using Earned Value Analysis
techniques
• List elements of reports that document project status or request changes to the project plan
• List important steps in project close-out
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Course Outline:
The Project Management Life Cycle
What is a Project?
The Project Management Life Cycle
The Role of the Project Manager
The Meaning of Success
What Happens in the Initiation Phase?
Project Definition and Scope
Putting Together a Statement of Work
The Project Charter
The Project Team
The Teamwork Challenge
Selecting Team Members
The Team Charter
Risk Management
What is Risk?
Sources of Risk
Risk Assessment
Risk Management Approaches
Project Plans
The Work Breakdown Structure (WBS)
Work Package Sequencing
The Project Schedule
The Scheduling Process
Time Estimates
The Project Budget
What Is a Budget?
Creating a Preliminary Budget
Budget and Schedule Balancing
Project Tracking and Control
Moving the Project Forward
Monitoring for Project Progress
Earned Value Analysis
Getting Back on Track
Project Reports
Communications Overview
The Project Performance Reports
Project Change Requests
Project Close-Out
Elements of Close-Out
Evaluation of People and Project
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CALIFORNIA ALL-PURPOSE
CERTIFICATE OF ACKNOWLEDGMENT
State of California
County of
(Here insert name and title^of the officer
personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s)x*^are subscribed to
the within instrument and acknowledged to me that keTsfeeTthey executed the same in ]wS7her"/their authorized
capacity(ies), and that by Ms/hgr7their signature(s) on the instrument the person(s), or the entity upon behalf of
which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph
is true and correct.
WITNESS mv hand and-pfficial seal.
(Notary Seal)
DOMMCV.MESM
Commmion #1605364
Notary Pubic
Oran0» County
My Comm. C*pl»«i8»p 10,2
ADDITIONAL OPTIONAL INFORMATION
DESCRIPTION OF THE ATTACHED DOCUMENT
' / D 'x.v ITSL, r/Lo\f'
>r dcsc:(Title or description of attacKeo document)
(
(Tirtc or description of attachedjJjJcumcnt continued)
/ >> /C,Number of Pages h Document Date / ' la
(Additional information)
CAPACITY CLAIMED BY THE SIGNER
D Individual (s)
^T Corporate Officer
D
D
D
D
(Title/
Partner(s)
Attorney-in-Fact
Trustee(s)
Other
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