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HomeMy WebLinkAbout07 APPROVAL OF PROFESSIONAL SERVICES AGREEMENT FOR CITY WEBSITE & MOBILE APPLICATION DEVELOPMENT & MANAGEMENTAgenda Item 7 Reviewed:;:;i-% AGENDA REPORT City Manager Finance Director N/A 5EETING DATE: FEBRUARY 20, 2018 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: JEFFREY C. PARKER, CITY MANAGER SUBJECT: APPROVAL OF PROFESSIONAL SERVICES AGREEMENT FOR CITY WEBSITE AND MOBILE APPLICATION DEVELOPMENT AND MANAGEMENT SUMMARY: Approval of a Professional Services Agreement between the City of Tustin and CivicPlus to develop a user-friendly, self-service government web environment for the community, including development of a new mobile application. RECOMMENDATION: Authorize the Mayor and the City Clerk to execute a Professional Services Agreement with CivicPlus for the design, development and deployment of the CivicEngage Content Management System. FISCAL IMPACT: The costs associated with this agreement total $97,045. Sufficient funds exist in the General Fund (non -departmental). After the initial one-year term of this agreement, annual services including enhancements, maintenance, support and hosting of the site cost $18,140 per year (year three and beyond is subject to an annual 5% increase). After forty-eight (48) months of continuous service, the City is entitled to a no -cost re -design. BACKGROUND: Recently, the Parks and Recreation Department was notified that technical support for the recreation system they had been utilizing would be terminated. A Request for Proposals (RFP) for a suitable and updated software product was sent to ten companies and CivicRec was chosen to replace the outdated recreation system. CivicRec is one of numerous products offered by CivicPlus. As a result of the City looking at both the CivicRec product and the CivicPlus's website services, staff were able to negotiate a 30% savings for the website services creating an additional incentive. As the City's website provides an important avenue of communication for its residents and other audiences including businesses and visitors, the City's Technical Advisory Committee began researching additional CivicPlus modules in order to streamline the flow of information to the public as well as City staff. CivicPlus continues to be forwarding thinking and proactive with their website development and management, and will offer ongoing recommendations for enhancements to the user experience. CivicPlus offers over 40 different modules with varying features and functionality that will expand the City's ability create a greater user-friendly, self-service government web environment. Established in 1994, CivicPlus works with over 2,500 local governments across the United States and Canada, including other Southern California cities such as: Irvine, Anaheim, Santa Ana, Laguna Niguel, Lake Forest, Menifee, and Temecula. A transition to CivicPlus will afford new capabilities that the previous system did not provide including: • Mobile Admin Application with an Alert Center & Citizen Request Tracker • Community Activity Management • Social media integration • On-going website enhancement recommendations • Intuitive and user-friendly administrative interface • Highly reliable data center with antivirus management and updates • Redundant firewall solutions • Disaster recover feature which includes pre-emptive monitoring for disaster situations and geographically diverse data centers The term of the agreement is one year, including consulting, design, usability guidance, programming, secure hosting and training. The project timeline is estimated at 28+ weeks. CORRELATION TO THE STRATEGIC PLAN This item contributes to the fulfillment of the City's Strategic Plan Goal E, Organizational Excellence and Customer Service, specifically addressing Strategy 1(c), by providing accurate, easy to understand information on the City's website and through social media that will help customers and be useful to the community. Stephanie Najera Senior Management Analyst _eW4 /_ 2. ee Ma thew S. West Deputy City Manager Attachment: Professional Services Agreement with CivicPlus PROFESSIONAL SERVICES AGREEMENT This Agreement for Professional Services (herein "Agreement"), is made and entered into this day of 2018 ("Effective Date"), by and between the CITY OF TUSTIN, a municipal corporation ("City"), and CivicPlus, a Kansas Corporation ("Contractor"). WHEREAS, City requires the services of a professional to provide consulting services for application software assessment and planning; WHEREAS, Contractor submitted to City a Statement of Work, dated February 2, 2018, a copy of which is attached hereto as Exhibit "A" ("Statement of Work"), and which is incorporated herein by this reference; WHEREAS, Contractor is qualified to provide the necessary services and has agreed to provide such services; and WHEREAS, City desires to retain Contractor to provide the necessary services subject to the terms and conditions of this Agreement. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, and other valuable consideration, the receipt and sufficiency of which are hereby acknowledged, City and Contractor agree as follows: 1. SERVICES OF CONTRACTOR 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Contractor shall provide those services specified in the Statement of Work which is hereby incorporated as Exhibit A (collectively the "Services" or the "Work"). Contractor warrants that all Services shall be performed in a competent, professional, and satisfactory manner in accordance with all standards prevalent in the industry. In the event of any inconsistency between the terms contained in the Statement of Work and specific terms set forth in the main body of this Agreement, the terms set forth in the main body of this Agreement shall govern. 1.2 Compliance with Law. All Services rendered hereunder shall be provided in accordance with all laws, ordinances, resolutions, statutes, rules, and regulations of the City of Tustin and of any federal, state or local governmental agency of competent jurisdiction. 1.3 Licenses and Permits. Contractor shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the Services required by this Agreement. 1 1291857.1 1.4 Familiarity with Work. By executing this Contract, Contractor warrants that Contractor (a) has thoroughly investigated and considered the Work to be performed, (b) has investigated the site of the Work and become fully acquainted with the conditions there existing, (c) has carefully considered how the Work should be performed, and (d) fully understands the facilities, difficulties and restrictions attending performance of the Work under this Agreement. Should the Contractor discover any latent or unknown conditions materially differing from those inherent in the Work or as represented by the City, Contractor shall immediately inform City of such fact and shall not proceed with any Work except at Contractor's risk until written instructions are received from the Contract Officer. 1.5 Care of Work. Contractor shall adopt and follow reasonable procedures and methods during the term of the Agreement to prevent loss or damage to materials, papers or other components of the Work, and shall be responsible for all such damage until acceptance of the Work by City, except such loss or damages as may be caused solely by City's own negligence. 1.6 Additional Services. Contractor shall perform services in addition to those specified in the Statement of Work when directed to do so in writing by the Contract Officer, provided that Contractor shall not be required to perform any additional services without compensation. Any additional compensation not exceeding ten percent (10%) of the original contract sum must be approved in writing by the Contract Officer. Any greater increase must be approved in writing by the City Manager. 2. COMPENSATION 2.1 Compensation of Contractor. For the Services rendered pursuant to this Agreement, the Contractor shall be compensated and reimbursed only for such Services and such amounts as are expressly prescribed in the Statement of Work, in an amount not to exceed $97,045.00 (ninety-seven thousand and forty-five dollars), not including any optional extension of Annual Hosting and Maintenance Services as described in subsection 2.1.1. 2.1.1 City Option for Additional Annual Hosting & Maintenance Service. City shall have the annual option, exercisable in the City's sole discretion, to extend the Annual Hosting and Maintenance Service as described in Exhibit A for the pricing described in Exhibit A (The first year of Annual Hosting and Maintenance is included in the fee charged in Section 2.1 above.) The option is exercisable at any time up to and including the anniversary of the Annual Hosting & Maintenance Service and may be exercised by delivering written or email notice of renewal of the service to Contractor at the address specified in Section 9.1 below. 2 1291857.1 THE MAXIMUM AMOUNT OF CITY'S OBLIGATION UNDER THIS AGREEMENT FOR THE INITIAL TERM ONLY IS THE AMOUNT SPECIFIED IN THIS SECTION. IF THE CITY'S MAXIMUM OBLIGATION IS REACHED BEFORE THE CONTRACTOR'S SERVICES UNDER THIS AGREEMENT ARE COMPLETED, CONTRACTOR WILL NEVERTHELESS COMPLETE THE SERVICES WITHOUT LIABILITY ON THE CITY'S PART FOR FURTHER PAYMENT BEYOND THE MAXIMUM AMOUNT. 2.2 Method of Payment. In any month in which Contractor wishes to receive payment, Contractor shall, no later than the first working day of such month, submit to City in the form approved by City's Director of Finance, an invoice for Services rendered prior to the date of the invoice. City shall pay Contractor for all expenses stated thereon which are approved by City consistent with this Agreement, no later than the last working day of said month. 2.3 Changes. In the event any change or changes in the Work is requested by City, the parties hereto shall execute an addendum to this Agreement, setting forth with particularity all terms of such addendum, including, but not limited to, any additional Contractor's fees. Addenda may be entered into: A. To provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product or work; B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Contractor's profession. 2.4 Payment for Changes. Changes approved pursuant to an Addendum shall be compensated As described in said Addendum. 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. Notwithstanding the foregoing, in no event shall Contractor be liable or responsible for any delays or failures to meet deadlines if such delay or failure was caused by City. 3.2 Schedule of Performance. All Services rendered pursuant to this Agreement shall be performed within any time periods prescribed in the Statement of Work 3.3 Force Majeure. The time for performance of Services to be rendered pursuant to this Agreement may be extended because of any delays due 3 1291857.1 to unforeseeable causes beyond the control and without the fault or negligence of the Contractor, including, but not restricted to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if the Contractor shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the Services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 3.4 Term. Unless earlier terminated in accordance with Sections 7.6 or 7.7 of this Agreement, this Agreement shall continue for one year from the date hereof, unless extended by mutual written agreement of the parties. 4. COORDINATION OF WORK 4.1 Representative of Contractor. The following Principal of the Contractor is hereby designated as being the principal and representative of Contractor authorized to act in its behalf with respect to the Work specified herein and make all decisions in connection therewith: Brian Rempe, President. It is expressly understood that the experience, knowledge, capability and reputation of the foregoing Principal is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing Principal shall be responsible during the term of this Agreement for directing all activities of Contractor and devoting sufficient time to personally supervise the Services hereunder. The foregoing Principal may not be changed by Contractor without the express written approval of City. 4.2 Contract Officer. The City's Contract Officer shall be the Deputy City Manager, Matt West. It shall be the Contractor's responsibility to keep the Contract Officer fully informed of the progress of the performance of the Services and Contractor shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. 4.3 Prohibition. Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Contractor shall not contract with any other entity to perform in whole or in part the Services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. 4 1291857.1 4.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees perform the Services required herein, except as otherwise set forth herein. Contractor shall perform all Services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Contractor shall be solely responsible for compliance with State and Federal Law with respect to the wages, hours, benefits, and working conditions of its employees, including requirement for payroll deductions for taxes. Employees or independent contractors of Contractor are not City employees. 5. INSURANCE / INDEMNIFICATION 5.1 Insurance Requirements A. Types of Required Coverages. Contractor shall maintain in full force and effect during the term of this Agreement the following insurance policies: (1) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office `occurrence" form CG 00 01, with minimum limits of at least $2,000,000 per occurrence, and if written with an aggregate, the aggregate shall be double the each occurrence limit. (2) Products -Completed Operations: Contractor shall procure and submit to City evidence of insurance for a period of at least three (3) years from the time that all Work under this contract is completed. (3) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Code 1) with minimum limits of $1,000,000 per accident. (4) Professional Liability: Professional Liability insurance with minimum limits of $2,000,000 per claim. Covered Professional Services shall specifically include all Work to be performed under the contract and delete any exclusion that may potentially affect the Work to be performed. 5 1241857.1 (5) Workers' Compensation: Workers' Compensation Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and $1,000,000 per employee for bodily injury by disease. B. Endorsements Insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. (1) The Commercial General Liability Automobile Liability Insurance policies shall contain the following provisions or be endorsed to provide the following: (a) Additional Insured: The City, its elected officials, officers, employees, volunteers, boards, agents and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Contract. Additional Insured Endorsements shall not: i. Exclude "Contractual Liability' ii. Restrict coverage to the "Sole" liability of contractor iii. Exclude "Third -Party -Over Action" iv. Contain any other exclusion contrary to the Contract (b) Primary Insurance: This insurance shall be primary and any other insurance whether primary, excess, umbrella or contingent insurance, including deductible, or self-insurance available to the insureds added by endorsement shall be in excess of and shall not contribute with this insurance. (c) The Workers' Compensation policy shall be endorsed to contain a waiver of subrogation stating that the insurer waives all rights of subrogation against the indemnified parties. By approving this Agreement, Contractor also waives all rights of subrogation against the indemnified parties. C. Notice of Cancellation C:1e 1291857.1 Required insurance policies shall not be cancelled nor the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City, except a minimum of ten (10) days notice to City shall be allowed for non-payment of a premium. It shall not be adequate that an insurer agrees to provide notice in accordance with the policy unless the Contractor demonstrates that the insurance policy ensures the City will be separately provided the required notice of cancellation. D. Evidence of Insurance The Contractor, concurrently with the execution of this Agreement, and as a condition precedent to the effectiveness hereof, shall deliver either certified copies of the required policies, or original certificates and endorsements on forms approved by , the City. The certificates and endorsements for each insurance policy shall be issued by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15) days prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled, non -renewed or reduced below the required minimum limits, Contractor shall, as soon as possible, and in any case prior to the effective date of the cancellation, non -renewal or reduction of coverage, file with the City evidence of insurance showing that all required insurance has been reinstated or has been provided through another insurance company or companies and satisfying all requirements of this Agreement. E. Deductible or Self -Insured Retention Any deductible or self-insured retention must be approved in writing by the City and shall protect the indemnified parties in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention. F. Contractual Liability The coverage provided shall apply to the obligations assumed by the Contractor under the indemnity provisions of this contract. G. Failure to Maintain Coverage Contractor agrees to suspend and cease all operations hereunder during such period of time as the required insurance coverage is not in effect and evidence of insurance has not been furnished to the City. The City shall have the right to withhold any payment due Contractor until Contractor has fully complied with the insurance provisions of this Contract. In the event that the Contractor's operations are suspended for failure to maintain required insurance coverage, the Contractor shall not be entitled to an extension of time for completion of the Work because of production lost during suspension. 7 1291857.1 H. , Acceptability of Insurers Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to do business in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. Any other rating must be approved in writing in accordance with the City. I. Claims Made Policies If coverage is written on a claims -made basis, the retroactive date on such insurance and all subsequent insurance shall coincide or precede the Effective Date of the initial Contractor's Contract with the City and continuous coverage shall be maintained or an extended reporting period shall be exercised for a period of at least three (3) years from termination or expiration of this Contract. Upon expiration or termination of coverage of required insurance, Contractor shall procure and submit to City evidence of "tail" coverage or an extended reporting coverage period endorsement for the period of at least three (3) years from the time that all Work under this contract. is completed. J. Insurance for Subcontractors Contractor shall be responsible for causing Subcontractors to purchase the same types and limits of insurance in compliance with the terms of this Agreement, including adding the City as an Additional Insured to the Subcontractor's policies. 5.2 Indemnification. The Contractor shall defend, indemnify and hold harmless the City, its officers and employees, from and against any and all actions, suits, proceedings, claims, demands, losses, costs, and expenses, including legal costs and attomeys' fees, for injury to or death of person or persons, for damage to property, including property owned by City, arising from errors and omissions of Contractor, its officers, employees, agents or subcontractors, if any, or arising out of or related to Contractor's performance under this Agreement, except for such loss as may be caused by City's sole negligence. The Contractor shall also defend, indemnify and hold the City harmless from any claims or liability for City health and welfare, retirement benefits, or any other benefits of part-time or fulltime City employment sought by Contractor's officers, employees, or independent contractors, whether legal action, administrative proceeding or pursuant to State statue. 6. RECORDS AND REPORTS F-1 1291857.1 6.1 Reports. Contractor shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the Services required by this Agreement as the Contract Officer shall require. 6.2 Records. Contractor shall keep such books and records as shall be necessary to properly perform the Services required by this Agreement and enable the Contract Officer to evaluate the performance of such Services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit and make records and transcripts from such records. 6.3 Ownership of Documents. All drawings, specifications, reports, records, documents and other materials ("Records") prepared by Contractor in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, except any Records which are required by a standard rule of professional conduct applicable to the Contractor's profession to be kept confidential from the City shall remain owned and in the possession of Contractor. Notwithstanding the foregoing, any Records created or acquired by Contractor prior to entering into this Agreement shall remain the property of Contractor. Contractor shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights or ownership of the Records hereunder. Contractor may retain copies of such Records for its own use. Contractor shall have an unrestricted right to use the concepts embodied therein. 6.4 Release of Documents. All Records prepared by Contractor in the performance of Services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. 7. ENFORCEMENT OF AGREEMENT 7.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Orange, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 7.2 Disputes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by submitting a claim therefor. The injured party shall continue performing its obligations hereunder so long as the injuring party cures any default within ninety (90) days after service of the notice, or if the cure of the default is commenced within thirty (30) days after service of said notice and is cured within a reasonable time after commencement; provided that if the default is an immediate 9 1291857.1 danger to the health, safety and general welfare, the City may take immediate action under Section 7.6 of this Agreement. Compliance with the provisions of this Section shall be a condition precedent to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured. 7.3 Waiver. No delay or omission in the exercise of any right or remedy of a non -defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of City shall be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Contractor. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7.4 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.5 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, a declaratory judgment or any other remedy consistent with the purposes of this Agreement. 7.6 Termination Prior to Expiration of Term. The City reserves the right to terminate this Agreement at any time, with or without cause, upon sixty (60) days written notice to Contractor, except that where termination is due to the fault of the Contractor and constitutes an immediate danger to health, safety and general welfare, the period of notice shall be such shorter time as the City's Contract Manager in his or her sole discretion determines is appropriate. Upon receipt of the notice of termination, Contractor shall immediately cease all Services hereunder except such as may be specifically approved by the Contract Officer. Contractor shall be entitled to compensation for all Services rendered prior to receipt of the notice of termination and for any Services authorized by the Contract Officer thereafter. Nothing herein shall limit the City's remedies in the event of Contractor's breach or default. 7.7 Termination for Default of Contractor. If termination is due to the failure of the Contractor to fulfill its obligations under this Agreement, City may take over the Work and prosecute the same to completion by contract or otherwise, and the Contractor shall be liable to the extent that the total cost for completion of the Services required hereunder exceeds the compensation herein stipulated, 10 1291857.1 provided that the City shall use reasonable efforts to mitigate damages, and City may withhold any payments to the Contractor for the purpose of set-off or partial payment of the amounts owed to City. 8. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION 8.1 Non -Liability of City Officers and Employees. No officer or employee of City shall be personally liable to the Contractor, or any successor -in - interest, in the event of any default or breach by the City or for any amount which may become due to the Contractor or its successor, or for breach of any obligation of the terms of this Agreement. 8.2 Covenant Against Discrimination. Contractor covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion; sex, gender, sexual orientation, marital status, national origin, or ancestry.. Contractor shall take affirmative action to insure that applicants and employees are treated without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, or ancestry. 9. MISCELLANEOUS PROVISIONS 9.1 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre -paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated forty-eight (48) hours from the time of mailing if mailed as provided in this Section. To City: To Contractor: CITY OF TUSTIN Contract Manager 300 Centennial Way Civic Plus Tustin, CA 92780 302 South 4"' Street, Suite 500 Attention: City Manager Manhattan, Kansas 66502 Email: MWest@tustinca.org Email: contracts@civicplus.com 9.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 11 1291857.1 9.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 9.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 9.5 Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above. Dated APPROVED AS TO FORM: David E. Kendig City Attorney Dated: 1291857.1 "City" CITY OF TUSTIN, a municipal corporation IS Elwyn Murray Mayor "Contractor' CIVICPLUS, a Kansas Corporation 12 Tim Grant Its Director of Sales Exhibit A STATEMENT OF WORK (Dated February 2, 2018) 13 1291857.1 C p Exhibit A for Tustin, CA Exhibit A - CivicPlus Statement of Work #1 All Quotes are in US Dollars and Valid for 30 Days from February 2, 2018 Project Development and Deployment • First Year Annual Services (Initial GCMS® upgrades, maintenance, support and hosting) • Server Storage not to exceed 25 GB • Services and Deliverables as described in Addendum 1 • Up to 355 pages of content migration from http://www.tustinca.org/ • Ongoing recurring 48 -month redesign, as described in Addendum 2 • 3 Years of Agendas & Minutes in PDF or DOC format migrated • 6 Days Onsite Implementation Training for up to 12 Client Staff Members Project Enhancements • ADFS Setup and hosting • CivicEngage Send • 6 Days Onsite Consulting • Platinum Security Upgrade for one domain • 3x Department Headers • 1 x Advanced Subsite • 5x SSL Certificate Setup & Hosting • 4x Additional Domain Name Setup &_Hosting Annual Services (Continuing GCMS® Enhancements, Maintenance, Supp Billed 12 months from SOW signing; subject to annual 5% increase year 3 anc $97,045 1. Performance and payment under this SOW shall be subject to the terms & conditions of the Agreement by and between Client and CivicPlus, to which this Statement of Work #1 (SOW #1) is hereby attached as Exhibit A. 2. This SOW #1 shall remain in effect for an initial term of one year (12 months) from signing. In the event that neither party gives 60 days' notice to terminate prior to the end of the initial or any subsequent renewal term, this Agreement will automatically renew for an additional 1 -year Renewal Term. 3. The Total Fees Year 1 will be invoiced at the completion of the following phases as defined in Addendum 1 to this SOW #1: a. Completion of Phase 2: Design Presentation — one half of the Total Fees Year 1. b. Completion of Phase 4: Website Review & Training — the remaining half of the Total Fees Year 1. 4. Renewal Term Annual Services shall be invoiced on the date of signature of relevant calendar years. Annual services, including but not limited to hosting, support and maintenance services, shall be provisioned in accordance with Addendum 3 to this SOW #1 and shall be subject to a 5% annual increase beginning in Year 3 of service. 5. After forty-eight (48) months of continuous service, Client is entitled to a no -cost redesign, details noted in Addendum 2. Redesigns that include additional features not available on the original website may be subject to additional charges. Additional features include, but are not limited to, additional modules and integration of third -party software. 6. Client allows CivicPlus to display a "Government Websites by CivicPlus" insignia, and web link at the bottom of their web pages. Client understands that the pricing and any related discount structure provided under this SOW #1 assumes such perpetual permission. 7. The Client will be invoiced electronically through email. Upon request CivicPlus will mail invoices and the Client will be charged a $5.00 convenience fee. Exhibit A Page 1 of 5 CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 - Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PD 06.01.2015-0048 S Exhibit A for Tustin, CA Acceptance We, the undersigned, agreeing to the conditions specified in this document, understand and authorize the provision of services outlined in this Agreement. Client By: Name: Title: Date: V. PD 06.01.2015-0048 CivicPlus By: Name: Title: Date: CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicP]us.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Exhibit A Page 2 of 5 C ;) Exhibit A for Tustin, CA Addendum 1 to Exhibit A - Project Development Division of Work Kick -Off Deliverable: Project Timeline, training jump start information, online forms, kick-off meeting CivicPlus will: • assign a project manager to this project • conduct a Project Kick-off to review awarded contract • establish communication plan for the duration of the project effort • work with Client to identify all key internal and external project stakeholders • develop project timeline • provide access to CivicPlus University (online training manuals, videos and other resources) for the Client staff Phase 1: Website Optimization Deliverable: Website Optimization Meeting CivicPlus will: • communicate status to Client, key stakeholders and personnel via emails or phone calls as needed • review the goals and expectations submitted on the forms Client completed to ensure Client needs are clearly understood • gather preliminary design data for use Client will: • complete the following prior to Phase 1: Website Optimization Form, Content Form, and DNS Worksheet • review and approve of project timeline within 5 business days • attend a kick-off meeting with key stakeholders or decision makers • if modifications are required after the review of the initial project timeline, Client has 10 business days to address the modifications and come to a consensus • approve the project timeline (limited to two reviews) prior to proceeding with the project • update the current primary live website content and delete any pages from the website that are no longer wanted or needed Client will provide: • statistics from the current website from the past 12 months (optional) • pictures to be used in the overall design of the new website • a list of all divisions and/or departments within the organization • a list of third -party and in-house developed applications presently being utilized on the current website • a site map or outline of the current website's navigational structure if possible • a list of any content on the current primary website that must remain as is (verbatim) because of legal requirements Phase 2: Design Presentation Deliverable: Website grayscale layout and mood board color pallet presentation CivicPlus will: • present one custom layout in grayscale form and one mood board color palette based on the goals determined in the previous phase. The presented layout will show the placement of the navigation, graphic button and feature areas. The mood board will reflect the color and imagery that will represent the tone of the design • begin development of the website design upon layout and mood board approval V. PD 06.01.2015-0048 Client will: • approve one layout and the mood board • review marketing packet material and guidelines • Website Layout billing milestone complete CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CiviePlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Exhibit A Page 3 of 5 C p Exhibit A for Tustin, CA Phase 3: Website Reveal Deliverable: Website design and production website. CivicPlus will: Client will: • present a functional website on a production URL • evaluate the website design and content and provide • migrate content pages to the production URL as CivicPlus with feedback described in Exhibit A Statement of Work. • collaborate with CivicPlus on proposed changes • conduct a quality review of the website to ensure the • revise the design according to the approved timeline functionality and usability standards are met . if revised design changes are requested after the • work with Client to prepare for training design approval timeline date, the project's Go Live • migrate Agendas & Minutes in Microsoft Word.DOC date will be adjusted out (training and billing or Adobe PDF format as described in Exhibit A milestones will remain as per approved timeline) Statement of Work. • provide CivicPlus will all the necessary DNS items identified for the website Phase 4: Website Review & Training (See Exhibit A Statement of Work for details) Deliverable: Train System Administrator(s) on GCMS® Administration, permissions, setting up groups and users, module administration. Basic User training on pages, module entries, applying modules to pages. Applied use and usability consulting to result in effective communication through your website. CivicPlus will: Client will: • provide training to Client before the website goes • provide a location for training in Client with internet live access • train staff members based on internal daily tasks • provide computers for staff to be trained on and workflow • Phase 4: Training billing milestone complete • train staff members on how to use the GCMS®, update content pages and modules Phase 5: Go Live Deliverable: Custom website launched to the public. CivicPlus will: Client will: • address system issues and bugs that Client finds • test and update the final site as per approved timeline • redirect the domain name to the newly developed • notify CivicPlus on any system issues or bugs found in website as per approved timeline the website CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PD 06.01.2015-0048 Exhibit A Page 4 of 5 Exhibit A for Tustin, CA Addendum 2 to Exhibit A - Redesign Details • New design for all items originally contracted for (main site, department headers and subsites) • Redevelop navigation method (may choose top drop-down or other options) • Design setup - wireframe • Redevelop graphic elements of website (Newsflash, FAQs, Calendar, etc.) • Project Management • Testing • Review • Content Migration — Includes retouching of all existing published pages to ensure proper formatting, and application of new site styles. Note: Content will not be rewritten, reformatted or pages broken up (shortened or re -sectioned) • Site styles and page layouts will be touched so all pages match the new design and migrate cleanly • Spelling and broken links will be checked and reported if unable to correct CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PD 06.01.2015-0048 Exhibit A Page 5 of 5 C ;) Exhibit A for Tustin, CA Addendum 3 — Platinum Hosting, Support and Service Level Agreement Hosting Details Data Center . Highly Reliable Data Center • Managed Network Infrastructure • On -Site Power Backup & Generators • Multiple telecom/network providers • Fully redundant Network • Highly Secure Facility • 24/7/365 System Monitoring Hosting 0 Automated GCMS® Software Updates • Server Management & Monitoring • Multi -tiered Software Architecture • Server software updates & security patches • Database server updates & security patches • Antivirus management & updates • Server -class hardware from nationally recognized provider • Redundant firewall solutions • High performance SAN with N+2 reliability Bandwidth a Multiple network providers in place • Unlimited bandwidth usage for normal business operations (does not apply in the event of a cyber attack) • 45 Gb/s burst bandwidth • Emergency After-hours support, live agent (24/7) • On-line status monitor at data center • Event notification emails Disaster Recovery • Guaranteed recovery TIME objective (RTO) of 4 hours • Guaranteed recovery POINT objective (RPO) of 4 hours • Pre-emptive monitoring for disaster situations • Multiple data centers • Geographically diverse data centers DDoS Mitigation a Defined DDoS Attack Process • Identify attack source • Identify type of attack • Monitor attack for threshold engagement • DDOS Advanced Security Coverage • Continuous DDoS mitigation coverage • Content Distribution Network support • Proxy server support • Live User Detection service CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PPH 03.01.16-0001 Addendum 3 Page 1 of 4 aExhibit A for Tustin, CA Support and Maintenance Support Services CivicPlus' on-site support team is available from 7:00 am to 7:00 pm CT to assist clients with any questions, concerns or suggestions regarding the functionality and usage of CivicPlus' GCMS® and associated applications. The support team is available during these hours via CivicPlus' toll-free support number and e-mail. Support personnel will respond to calls as they arrive (under normal circumstances, if all lines are busy, messages will be returned within four hours; action will be taken on e-mails within four hours), and if Client's customer support liaison is unable to assist, the service escalation process will begin. Emergency support is available 24 -hours -a -day for designated, named Client points -of -contact, with members of both CivicPlus' project management and support teams available for urgent requests. Emergency support is provided free -of -charge for true emergencies (ie: website is down, applications are malfunctioning, etc.), though Client may incur support charges for non- emergency requests during off hours (ie: basic functionality / usage requests regarding system operation and management). The current discounted rate is $175/hour. CivicPlus maintains a customer support website that is accessible 24 -hours -a -day with an approved client username and password Service Escalation Processes In the event that CivicPlus' support team is unable to assist Client with a request, question or concern, the issue is reported to the appropriate CivicPlus department. Client requests for additional provided services are forwarded to CivicPlus' Client Care personnel. Client concerns/questions regarding GCMS® or associated application errors are reported to CivicPlus' technical team through CivicPlus' issue tracking and management system to be addressed in a priority order to be determined by CivicPlus' technical team. All other requests that do not meet these criteria will be forwarded to appropriate personnel within CivicPlus' organization at the discretion of the customer support liaison. Included Services: Support Maintenance of CivicPlus GCMS® 7 a.m. — 7 p.m. (CST) Monday — Friday Install Service Patches for OS (excluding holidays) System Enhancements 24/7 Emergency Support Fixes Dedicated Support Personnel Improvements Usability Improvements Integration Integration of System Enhancements Testing Proactive Support for Updates & Fixes Development Online Training Manuals Usage License Monthly Newsletters Routine Follow-up Check -ins CivicPlus Connection CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicP]us.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PPH 03.01.16-0001 Addendum 3 Page 2 of 4 C p Exhibit A for Tustin, CA CivicPlus Service Level Agreement CivicPlus will use commercially reasonable efforts to make the GCMSO available with a Monthly Uptime Percentage (defined below) of at least 99.9%, in each case during any monthly billing cycle (the "Service Commitment"). In the event CivicPlus does not meet the Service Commitment, you will be eligible to receive a Service Credit as described below. Definitions • "Monthly Uptime Percentage" is calculated by subtracting from 100% the percentage of minutes during the month in which the CGMS, was "Unavailable." Monthly Uptime Percentage measurements exclude downtime resulting directly or indirectly from any Exclusion (defined below). • "Unavailable" and "Unavailability" mean: o The HTML of the home page of the site is not delivered in 10 seconds or less 3 times in a row when tested from inside our network and returns a status of 200. o The Main page of the site returns a status other than 200 or 302 3 times in a row. • A "Service Credit" is a dollar credit, calculated as set forth below, that we may credit back to an eligible account. Service Commitments and Service Credits Service Credits are calculated as a percentage of the total charges paid by you (excluding one-time payments such as upfront payments) for the month (beginning with the first full month of service) in accordance with the schedule below. Monthly Uptime Percentage Service Credit Percentage Less than 99.9% 1 % of one month's fee We will apply any Service Credits only against future payments otherwise due from you. Service Credits will not entitle you to any refund or other payment from CivicPlus. A Service Credit will be applicable and issued only if the credit amount for the applicable monthly billing cycle is greater than one dollar ($1 USD). Service Credits may not be transferred or applied to any other account. Unless otherwise provided in the Client Agreement, your sole and exclusive remedy for any unavailability, non-performance, or other failure by us to provide the service is the receipt of a Service Credit (if eligible) in accordance with the terms of this SLA. Credit Request and Payment Procedures To receive a Service Credit, you must submit a claim by opening a case with Support. To be eligible, the credit request must be received by us by the end of the second billing cycle after which the incident occurred and must include: 1. the words "SLA Credit Request" in the subject line; 2, the dates and times of each Unavailability incident that you are claiming; 3. the affected Site domains; and 4. Any documentation that corroborate your claimed outage If the Monthly Uptime Percentage of such request is confirmed by us and is less than the Service Commitment, then we will issue the Service Credit to you within one billing cycle following the month in which your request is confirmed by us. Your failure to provide the request and other information as required above will disqualify you from receiving a Service Credit. SLA Exclusions The Service Commitment does not apply to any unavailability, suspension or termination of GCMSO, or any other GCMSO performance issues: (i) that result from a suspension; (ii) caused by factors outside of our reasonable control, including any force majeure event or Internet access or related problems beyond the demarcation point of CivicPlus; (iii) that result from any actions or inactions of you or any third party; (iv) that result from your equipment, software or other technology and/or third party equipment, software or other technology (other than third party equipment within our direct control); (v) that result from any maintenance as provided for pursuant to the Client Agreement; or (vi) arising from our suspension and termination of your right to use the GCMSO in accordance with the Client Agreement (collectively, the "SLA Exclusions"). If availability is impacted by factors other than those used in our Monthly Uptime Percentage calculation, then we may issue a Service Credit considering such factors at our discretion. Addendum 3 Page 3 of 4 CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PPH 03.01.16-0001 C a Exhibit A for Tustin, CA Disaster Recovery Feature Service Commitment CivicPlus will use commercially reasonable efforts to insure that in the event of a disaster that make the Primary data center unavailable (defined below) Client site will be brought back online at a secondary data center (the "Service Commitment"). In the event CivicPlus does not meet the Service Commitment, you will be eligible to receive a Service Credit as described below. Definitions • "Datacenter availability" is determined by inability to provide or restore functions necessary to support the Service. Examples of necessary functions include but are not limited Cooling, Electrical, Sufficient Internet Access, Physical space, and Physical access. • A "Service Credit" is a dollar credit, calculated as set forth below, that we may credit back to an eligible account. • Recovery Time Objective (RTO) is the most anticipated time it will take to bring the service back online in the event of a data center event. • Recovery Point Objective (RPO) the amount of data lost that is considered acceptable. Service Commitments and Service Credits Service Credits are calculated as a percentage of the total charges paid by you (excluding one-time payments such as upfront payments) for the month accordance with the schedule below. Recovery Time Objective Service Credit Percentage 4 Hours 10% of one month's fee Recovery Point Objective Service Credit Percentage 4 Hours 10% of one month's fee CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 V. PPH 03.01.16-0001 Addendum 3 Page 4 of 4