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HomeMy WebLinkAbout0449.094'1 I I I I I • L;:4i_ 3 City of Palo Alto C_ity~lanager'~_~~p()rt TO: HONORABLE CITY COUNCIL FROM: CITY MANAGER D£PARD1E1\" lfTILmES AGENDA DATE: OctQbtr 3, 1994 C~fR,449:94 SUBJECT: Appro,'!!l of Agrc-emtr.f ~ illl Solutioi1s for GO'o'ernment Tfchoologlcs, in~. for Bu~in€,H Pr{)ces,~ Engineniu? S'lid~· REQUEST This report requests lhat Coun::..H 2'j1prow alld JUtl1!.lrf/c' I.h~· \~i~:.,'r bJ l·" ... ·..:'ut.: a profi!5.sionai ;;onsuJtant a~emcnt WlU1 Solutio.,s 0:1 G,)\wr,rr:~~t Tcdtr:n!og:.t's, If1~_ in the amount ofS54,850 to perform <:> business. (.mx'cs:s re::ngincaing ;iudy (1n :<.e1t~((\'d Utililies operations. RECOMMEI'(!lATI~ Staffrecomrnends that Council authoriz.t the Mayor 1() e:';c,'I~tl2' tn.: 3u.Jch .. d SoJuli(1m '.in Government Technologies, Inc. (SFG) agreement POLICY IMPLICATIONS This agreement does not represent any change to existing policies. EXECUTIVE SUMMARY A major renovation and rehabilitation of the utilities billing system is currently underw ... " in aCC(Jr(\ance with a Capital Improvement Project (ClP) apprO\-ed last year_ An update of this Customer Infonnation System (CIS) Project is piO\'ided i.f) !hi.> \"I'eek's paclet Since a new automated CiS is. being develcped, an opponunhy arises lD c\'all.ll11t current business practices in some key areas to accommodate morc efficient procedu..res in the design of the CIS. The principal areas targeted for re-view by the consultant to increase efficiency, become fully integrated, a.'1d improve customer response time-by the :staff are: (I) service order and field report prO<:eS,ing: (2) the billing proc~s; (3) metering systems; (4) '!bid the credit and coHection proce.s.s.. CMR:oI49;94 Pacelofl ----. ----------~~--~.-----.. ~----~---~ • ----~'~$""-~"'-"'''' 0; i--, "-*-"'.-'" On July 24, 1994, a Request for Proposal to p~rfmm a utilities business process reengineering study "''as. issued to 13 cl)n~IJJlants. Three quaHHed responscs ,",'ere ~celved and evaluated by staff. Based uP''" televant work experience, cost, and approarh to the project, .!!taffrccommends selection of Solutions For GO\'ernmenl Technologies, Inc. (SFO) to proc«d with this stud)' for an amount not 10 exceed $54,85-1. SFG has pre-,iously demonstrated exceptional consulting services for the Cir), \\ith regard to a re"view they perfonned for the CIS project plan. Whi Ie the other two ""pon dents (accoulIling firms) were qualified 10 perform this sludy, their fees, in<luding travel and lodgmg expenses, were substantially above tile $80,000 amount budgeted in L~e eiP. FISCAL IMPACT The contract amount is $54,850 which will be funded from the Ufilities Cu,tomer Information System elP proj ect. ENVIRONMENTAL ASSESSMENT Execution r)[ this agreement with SFG does not cons.Lill..!~e 11 pr; .. 1j~ct under rh," Califomia Env,ironmenlru Qoolity Act~ therefore, an em·tnmmental a5sc-s-;ment is not rcqulr':d. ATIAQ(~!ENTS Agrcemt;nt \\'~th SFG PREPARED BY: Randy BaJdschW1. Assistant DirectGr e,fUt!lillt,S, Admil1i:<..trati\'c Ser/ices Departmentru Head Approval: City Manager Approval: Odll:449:94 ? (I (';!~ iiD\;:ARD J.~. 11: K Director of Urilities ~1\\.~Jlli BER..'lARD M. STR<mft-r Assistant City Manager Paje 2 of 2 ./ .. r i. / bj~I!EEKENT BETWEEN TEE CITY OF PALO ALTO AND SPG TECHNOLOGIES (U.S.I INC. FOR UTILITY BUSINESS PROCESSING CONSULTrNG SERVICES THIS AGREEMENT is made and entereCi into this ___ day of , 1994, by a,nd between the CrTY OF PALO ALTO, a municipal corpor-ation of California, hen!inafter referred to as • CITY ." and SFG TECHNOLOGIES (U. S.) INC, {Taxpayer Identification Number .eta -(:"16 7,:::~J I a Nevada corporation authorized to do business ill the State of Cal ifornia r with offices at 203A-9525 Baxter Place BUrllaby B.C. VSA4V'J, hereinafter referred to as ~ CONTR..t'\CTOR ~ ; WHERE..:;S, CITY dQsires certair. seL"ViC€3, including lltilitieos bU8ines~ proc€ss Te:-engine~rin9 consulting service.,,>; and Wi-nmEAS, CITY dt:siJ:'9S tCl engage CONTRA('~OR to provide tbese servir:es by reason of its qualifications and experience far perforrrdng such s~rvices, alld CONTRAC1\)r~ iHS offered to provide the recruired s-ervi!..:2s an the terTns and _in th~ manner set forth herein; NOW, THEREFORE, in considel:aticn of their ml.ttual covenants, the parties hereto a.gree D.S follows: 1.1 ~= The term "C1TY" shall mean the City of Palo Alto, California. The tenn "ei ty Manager" shall mean the duly appointed City t'..anager of the City of Palo Alto, California, or his or her designated representative. The term "City Clerk" shall mean tne duly appoin-cea C~ty Cleek of the City of Palo Alto, California, or his or her designated repreGentative. . The term ;'RisK Manager" shall mean the duly appointed R~sk Manager of the City of Palo Al to, Ca.litornia, or his or her designated l."ep:r.esentative. 1 • • Exhibi t attached '--~ 1.5 ~Cl The t€rm ·Project~ shall mean the services described in -A', entitled "Scope of Servic!;!5! and Time Schedule", l:ereto and made a p3rt h~reof by this reference. 2.1 eln: The City Manager shall be representative of CITY for all Pu!:poses under this Ag!:"eement. RANDY BALPSCHI.m is designated as the ProjeC't ~J'1...age!' for the City Manager, and he or she shall 811~rvi8e the progress and e,x~cuti(ll1 of this Agre:ement., and shall be assisted by R(X;ER UICLJ..E J the Supenri sor, t1eter Reading and :~_e!.d Se:c..'i::eS'. "'.' :,,,-:,.,---'T:':'~ sh3.11 d::-:sign a single Project Direct;::Jr to bave ,:)\,i';r',CilJ :r~s~:)~)s;:'bi1 ity foI." th.:;> P~,)gn:'S[, and e:.:ecution of this ,~.~n<;;e:".-::r;t for CC::-'llULC·I\~,r:. B~:YJ.L.N C. f:WOOt':.G'G her~by i s Jesignat~:d ,",oS '.:hc~ P::-oj~"",:-t D.3.:r;:"C::OT for rO';';~j,-R.;CrGF'.. Sho'..!ld clrCUIT.9t'H1C(~S O!,­ <::c;".di~~i~)I}:S sl~t,::pg>lcnt'. t,) tice cxecur.ion of tilLs Jl_yrcemr;nt require a SUL,sti\:.utc rroj~ct Di:r:':!ctot: for dIll' reascm, the Project Director .:..l,,=::;ignee shall rc's sabj eeL Lo the PL"iOl-written ,E\pproval of t-he F--roject Manager. CC!'1'TRACI"0R shall provide all specified servlces as set forth in Sxhibit A. 3.2 LAWS TO BE 0BSERVED 3 . .2.1 Procure all permits and licenses, pay all ct-..arges and tees l and give all notices which may be necessary a.nd incident to the due and lawful prosecution of the services to be perfG'rmed by COtrrF..AC"I'i')R under this Agr€:"eillent; 3.2.2 Keep ilself fully intormed of all existing and future federal, state, ar:d local laws, ordinances, regulations, orders. and decrees "'hich may affect those engaged or employed under t.his Agreement, any materials used in CONl'RACTOR' s perforrr.ance under this Agrel';,m.ent, or t.he performance of tbe ser,lices under this Agree.i:enti 3.1.3 At all timeS observe and co~rtpl>' wi th, and ca.use all of it-="> subcontractors and employees, if any, to observe and comply loiith, the laws, ordinances, re::Ju1ations, orders and c.ect'ees mentioned above; and 2 19"' _ .. - .3.2.4 Inr".eoiately report. to t:he PI"Oj E'ct !-..anager in writing any discrepancy or inconsistency it discovers in the laws, ordinances, reg'..!lCitions, orders, and deCI-ees mentioned above in relation to any plans, drawings, specifications or provisions of thi.s 1&.gree.ment. Any reports, info~.atior:;, .. lata or other-rn,;,tedal given to, or prepared oX' asserr..bled by, CmITRACi'OR or its subcontractc.rs, i[ any, under this Agreei'roent shall be the property of CITY and shall not be Inade available to any individ'U3.1 or orga!'.i~at.ion by COnTRACTOR or its subcontract-ors, if iiny, w:i.tbout the prior written approval of ti"':e City pf,anager. EP'~citicat~~n(~J~·:. :~];::~.~~.~:(~~?\tEi~Cr~'1 i .~~)-~T~\7~.~·~h.~~~~~~s i ~:d~~~~ ~~~d to fu:t-nish in li,"'dced (j,.lQn~ir::_i_es 25 l~':~::t. ,:,~ tLe ~'f-:rV~""C3 1.J[:,j':"1 rhLs Agr~e:;,ent, CO~IP .... 1\C"I\Y~ ~5h::.: 1, ~ pr.:y:id-:,· ::-',',:c1: ,1G:j i:-: i 8;l c,l C)i"';-'''''' a~ ':-'i!"2 leq:u'2ste-d and ('i'D.' ;:;.h).l~ cc:-:?",ns:-i~' C~':;-:--:-:;,C·~,:-,:-,~ :-,;-,::" t'r.v:-c.)st-s of duplicating ()f such c,:::.,pif:':'o~ .;n: (,::::"L;:./":' -;",." ",,: c'.-:~( CONTR..~crOR sr..all providE CITY ___ 'ith t",::n \1(1) I~Clpi.e9 of the final report recr..lire,j ur.de!" this Ag.ree:7:-s-nt, a.<:: S("'l, for th in Exhibit A, upcn c':)mpletion af'.o aCCf?"ptdllce of t:l".8 n'f'or t by CITY. CO':-"'TRAC'TOR .... eprE'sents that it t!.3S [he t~Y.pert·ise aDd professional qual ifications to furnish the 5er~,"ices de9cr ibed undE'.r this Agree.."t1ent. As evid~!"!ce lhere-:ot, C(1:~·"'1'RAC'T()R W-al"roeJ,nts that (me or more rr.e:r.be-rs or employee:;: of tt;E-f:_I1':". act.ing on behalf of CONTRACTOR ar~ duly 'licensed ro perfonr S'..lch sel"Vices under til is Agreement to the extent such I icensirrg tr.ay be requ.ired by law. 3 . 7 CQMpI. rA~CE WITH _hDA CO~"'TRACTOR states that it is a .. are-ot t-he l:equirerr.ent.s of the federal JI...mericans with Disa_bilities Act', oi 199(,·, and the Govern.lT1ent Code and the He.J_} ttl ar . .:l Sater"::.' Code of i.he Stc,te of California, relating to ""c-:'e.:.>s t.o public buildings and accommodations for disabled persons, and relating to facilities for disabled persons. CorfI'RAC'r'OR shall comply I.,-ith or ensure by ir.s advice that compliaLce with such provisions will be effected pursuant to t.he terms of this Agree:~;ent. For the full peI:foI1:103.nce of ttV? sen.--ices d2scr-ibed herein by CONTP.ACTOR. CITY shall pay CO:ITRAC70R a total SUI,' not to exceed Fifty-Four Thousand Eight rlum:ir-ed F:fty Dollar,:; {$5-4.SS0} \ payable \. ":) in monthly installments wi thin thirty (30) deys of submiss ion by CONTRACTOR of its itemi'Z~d billings in triplicate. Final pa)'1"'.ent of the amounts in excess of $45,ODO shall be ~4de upon rec~;pt and acceptance by CITY of the final report. Sj'CTION 5 ______ :._ DUTIES OF-.J:.:rTY CITY shall provide all sp';!cified services as set forth below: Scaff resources, including ttl!:! Informat ion Reso!.lrces Department staff's assistance ...... r.ich is required in .3.,ccordance 1<.'ith CON'I'RACI'OR'S approach on four adminjstrativE prOCesses an~ ..... itt, teams of six or more. At least t'llli..:-ntv-five: (25i CITY sf".il.ff n'e~..bers will need to be involved ill the Project ifI,'ithin tlie St.ipil}ated te~ of this Agreement. The ser,rices to be t~e("to!T:('d r,et:t.!l'nder 3Ld11 October 4, 1994, and sb211 be cu',plet-:r:l. by ,_"wuary .~, In the e· ... ent that tbe, 80rvices r;~lleJ fur l'.'1(~':T fe,:_'" 1J,.gree..rnent are not ccmpleted with] n the tin-.e specifi ed <)f;::J\r,c. tr.o:: City Manager shall ha.ve the option to excend th~ t i."".-e to:" completion. This paragraph does not pl-eclude the recclvelJ ' of damages for delay by either parly. 8.1 BJ.GHT TQ SUSPE?ID OR TE~J_NAT;; The City .ftI".anager may suspend this Agreement, in ... bole or in part.. or terminate this Agre-eroent., wit.h or without cao:.se, by giving thirty (30) days! prior written notice thereof to C0r-ITR..';C­ TOR. Upon receipt of such notice, CONTRACTOR si"'..all irrmediately discontinue its performance under this Agreement. CONTRACTOR may ter.minate this Agreement or suspend work on the Project by giving thirty (30) days' prior writ.ten noti.2e theI.'eof to CITY, but only in the event of :3<.lbstantial failure at perfonnance by CITY o.:r·in the event. CITY abandons or indefird.tel.y postpones the Project. 8.2 PAYMENT u~on such suspension or termination by CITY, CONTRACTOR. shall be oal, for all services actually rendered tCJ ':-1'1'1' to tbe da.te of such suspension or termination; provided. ho.,..ever, if tr.i:" Agreement is suspended or terminated tor fault of CCN'TRACrOR, CITY shall be obligated to compensate COl>o"TRACTOR only for that. port ieon of CO~rr.RACTOR's services which ar~ of benefit to ~ITY. as such 4 ----,--- determination tnay be made by the City Man.e:ger in the reasonable exercis~ of his or her discretion. 8.3 RETIlB,lLOF MAT~RIAL-" Upon such suspension or tenainati on, CONTRA.CTOR shzll turn over to the City Manager iro.rrcediately any and all copies of stu.dies, sketches, dra-..;ings, computations, and other data, whether or not completed, prepared by CONTRACTOR or its subcontractors, j f any, or given to COI'rtR.~CTOR or its sub("Qnt.t·actor~, if any, in connl!!:ction with this Agreement. Such materials sha.ll be-comt: the permanent property of CITY. ~N 9 . IlIDEPENDElfr JYDGME.'IT Failure of CITY to agree with COt'ITRACTOR' s independent findings, conclusions. or recom::ne-uoations, if the same a.r:e called t"o.!' under this Agreement, on the basis of differences in matte,rs of judgment I shall not be co!"stnJed as failure en the part ·)f CON1'RACT(lR to meet. tbe requirements of this AgreetT',ent. s g cr LQIS' __ lJL...:..2k?f]. ~·.GJ:~r~T;. _____ PB.RS.m~& _~E R~J.:.t; E C; ; ~r'}Ii.c.Q.~~TR]!£IQR~L AN1:L YliP 1.,0 '(f FS Beth parties shall give their personal attention to the faithful performance of th:"s A:Jreement and sball not assign. transfer, convey, or otherwise dispol;le of thjs Agl-eement or arty right, tjtle 0):." interest in 01' to the same or any part thereof without the prior writ tea conse:J.t of the other party, and theE only subject to sucn terms and conditions as the other party may req'.lire. A consent to one assignment shall not be deemed to be a COrlsent to any subsequent assigll.."l1ents. A..'"1y assigmnent wi tbout such approval shall be void and, at the ope ion of the other part}', sha.ll terminate this Agreement and any license or privilege granted herein. This Agreement and any interest herein shall not be assignable by operation of law without. the p:rior written consent of the other party. 10.2 PERSONAL S~BVrC~ It is agreed that this Agreement is for the personal services of CCNTRACTOR and cannot be perforU',~d by any other person or organization. CONTRACTOR shall be responsible for ez;:1Ploying or engaging all persons necessary to per!cnt1 the t:,;erv~ces of ct)~rrRACTOR he:reunder. No suhcontraC'tor of CmITR.J.\CTOR ~'i11 be-recognized by CITY as such; rather, all subcontractors are deemed to be eroployees. of CONTRACTOR, and it agrees to be responsible for their performance. COh~CTQR shall give its personal at~ention to the iul fillment af the-provisions of this Agreement by all of its 5 • employees and subcont.ractors, if any, and shall keep the .... ork under its control. If any e~loyee or subcontractor of CONTRACTOR fails or refuses to carry out the provisions of this Agreement or appears to be incompetent or to act in a disorde.I'ly or .improper rrtanner, the e:nployee or subcontractor shall be discharged immediately from t.he ~crk under this Agreement orr demand of the Project Manager. SECTION 11 -NOTICES All notices hen:!under shall be giv-en in writing and mailec., postage prepaid. by certified mail, addressed as follows~ To C.ITY: Office of the City Clerk Post Office Box 10250 P~lo ~to, CA 94303 To CO~~RACTOR: Attention of the project Director at the add'!::e:::s of CON'l'Rl'.C."I'OR :teei ted t;l.bo"~ In ,(l,ccepting 'Chis Agt'eemf:'nt. COl'ITRACTOR c(.)venants that it. pI:e;~:=nt 1,1' has no ir,teTt"'sl, and ~:;h,"'l.ll not acquire a.ny int.en:st. ::H:r:r;:ct or ir::dir-ect, financial or other..;.isE:, which would conflict in n.oy rr.anner Cot-degr-ce ~i th the periortnance of tbe services he"(€under. CO~"'TRAC'TOR further coven.;:;.nts th~t, in the 1J8rrOl"rna.nce.' of this Agree.ment, no subcontractoI' or person hay) ~g such an interest shall be employed_ CONTRJl.CTOR ce:rtifie5 that. no one who has or will r..ave any t inanciaJ. interest under this Agreeme:nt 1[; an officer or employee of CI'I'Y. It is expressly agreed that in the p€'I'iOJ':.1"!'.a:1c=: of the pl'ofcssicnal service~ r~quil.-ed under this Agreement, COt-t'TRl"CTOR, and any of its subcontractors or empioyees, shall at all times be considered lnd~pendent contractors and not a~~nts or employees of CITY. CONTRACTOR agrees to protect, indemnify, defend and hold hannleaa CITY r its Council merr.bers, officers I agents and emplc,yees from any ana all demands, claim.s I or liability of acy nature, including death or injury to any person, property damage or any other loss, caused by or arising out of CONTRACTOR's, its of.ticel.""s~, agents', subcontractors' or employees' negligent acts, error'S, or orr.issions, or ..... ill1.ul misconduct, or conduct. tor which the ld .... , rna.y impose $trict liability on CONTRACTOR in the performance of or failu.re to perform its obligations Und€T this Agreement. CONTR.~c;'CIR, by execut ing this AgreernE'nt, cert ifies that. it is a-"are ot t.he provisions of the Labor Code of tbe State of California whien require every employer to be insured against liability for wOI'kers' compensation or to undertake self-insurance in accol-dance wilh the provisions of that Code. and certities that I • it ""ill comply vit}-: such provisions before corrunencing the perfc~nce of the work of this Agreement. 15.1 lli~CE COVERAGE COh"TRACTOR, at its sole cos t. and expensf;, shall obtain and maintain, in f\.!ll fo:r-ce ar.d effect throughout the ~ntire term of this Agreement., the insu:;ance coverage described in Exhibit "C·, attached hereto and made a part he~eof by this reference, insuring Dot cnl)' CONTRAC"'I'OR and itE: subcontractors, J.f any, but a!so, -.dth the exception ,of wor-\ters' cc-mper.sation, employer's liability, and p::-ofessiou1.1 liethility in_surance, naming "as additional insureds CITY, its CQuncil ~.e:-be;:-s, ctficers, agents and employees, 3.nd each of t herr, , (:,,;,nce"!"nir.g this :"gl"ee:c_-=nt dnd the Project . . :'..-1;' i::,S'..J.:.-d,;.:::e c.']vcr-a.S-2 re.:j,,-d :<:ed hereundBr snalJ be prcvidei th:c~gh carri~r~ ~i[h a B~st l':ati~g of A:X 0" hi~her that a=-e aQ;7,ict.eci to d,:,' t~lS.ln,~.<::.':' ir, ni-:; Srate of rali(o:rnL~. )';,ny and all 51..1:n::-:,,'1': r;:; c:: 0'. s ,f C::~;-~"';.J\C-':::':~: lH'.J.e:;. t;'Jli~ !~grr:e~cnt 5",a11 obtain .;u,j ;':"'2:. l.nt ,J. i. ", tr: :'IJ':;'';' fon:,,· a.::j E·[f,:;,cc t.hro'.lg!wJt ,'hA terre. of this .!«O:·,,,·o:-:'"-:,,n=:, i'j~:l.t i'_"c:~, ~l1~,,-:·,,,,T~ce (":)v(',-3:::: ':, ;,'.1.th CITY na.'"!',eo. ,:>.s "'I..','1c~ltj.Q:-':,3.1 :·'J3·~reci Ilr;~1.,.:r ,';l1,:r. t:.~,i :icjps ,3'3 re:qui:red abClve. cc-rtificat.z:s of such insuranc2, preferably on trle forms p-rovided by Cnj:, shall be filej ... itt, CITY concurrentl}' ""':ith the exec-utlC'fl of th::.s .A:?:reerr,Pl1t. T;l~ c~?rtif.icates shall be subject to the 6,ppr':..lval of the F:isk t"".anag.:-r a.r,d sha ..... l contain all endorsement stating that the insurance is pr:i.r:;.;:.ry cOVel:a'::lf; and will not be cauct:lled Q:r altered by tr,e ins'.lrer except after filing with the Cit.y Clerk thirty {J~) d:ays' pI'ior written notice of such <:ancellatL:m or alteration, and t.hdt the City of Palo Alto is narned as an adjiti~nal insured except. .i.n policies of wor.kers' compensatioD r employer's liability, and professional liability insurance. Current certificates of such insurance shall be kept on file at all ti~"'f,es: during the term of this Agreezr.er.lt 'Witt, the City Clerk. 71-.e t,rc~~,.Hir.3' (J·f s:lcn req-J.ir:d polley or po1.1cies o( insul'ance shall not: b-s const.:rl.led to 1 ir.ut CON':RA(."'TOR' s liabilit}, hereuD.der nor to fulflll the il'::.demn1fication provision and requirpJnents of thl.s Agree..-r.Ant under Section 13 hereof. Not:'Withstanding said policy or p,C)licies of insurance, COl~"J'RAC'TOR st...all be obligated for' the full and total alncunt of any damage, inJul)', or loss ca.used '!:",y rh", ser.vice3-perforti"i€d u.nder tlli:=­ Jo.gre:e"f'ent, i.!lclu.clir:g af:t:el.' U~e .: .. qreerr:ent: has terminated or e.).:pi1. ed, ",e • ('''''' CO~CTOR ~grees to permit CITY to audit, dt any reasonable time during the term of this }..9r~e;nenl and for three \ 3} years thereafter, C0NTAACTOR' s re-co['"d~ pertaining t·") rt'.a't ters covered by this Agree.~.ent. C()l\"TRACTCR furtt"l{Or agrees tCl maincai:1 such records for at least three (3) y",ars after th~ ter:c~ ot this Agreement. The tenns, covenaIlts, and conditicns of this Aqreer"'.€nt shall apply to., and shall bind, the heirs, ::;\.ICC€'SSO:;'S, exec-l:tor-s, administ.rators, assigns, and s;ub::ontr3.ctors of both parli~s. The waiver by e:~~th~!" pent:.-of di~y t,r._',~.,~h (',r vi'.:,l?tic:. c~ any terTn, COVPt1::lT:t, or c.::'n~h(.i':-Jll of r,:!li3 ;c<'rf'c~:-":.""·~' c.:!" 0:' d::; provisions of an)' ordln.-'tl':":p en: 1.,n.', ::;~n:; J ret t'2 c-:'>':,--':;:J ~ __ o ,,' ,'i ... aiver of J.r.y other t.e,.:"1':" C0VE:Dilnt, -.'or.ji,t-:,c:;, (,ui:.:~J.::',,",;, I',:' L,.; of any subsequenL br'ea"'r. or \,'ioJati:.::·n. 0: t.:-~.;: ~,._":-,{,, en ;:·t ~~r-.1' ''''L:' term, covenant, f.":onrji t ',,'n, or<:iii;,H>:::':;', <.11 1,~' ... · '1',.' :,-.,'r :'e,:: ..1'="':~ accE2planc-e by eir'ner p-:..rty cf """:.' f.:::e or cth-"l [ ... '.;:.,y ",·::icl". L:l.y beCQ.T,e due heretll1der shall not 'c,,," de<."'-,~,"j ~ ,,) :>:' a ",0;';0\:' vel of .iT.], p:cec:eding bn:ach OT violat'.on by {i",,> ,-)1.:[;.::[ ~Ol.rty at .a.ny rer>" covenant, or condi t:i.-:lI1 of. this Agr,::f:1"':".ent u:r of an)' ii~',()l.i.cab} to, 1 e.' .. ' or ordinance. The prevailing party in any act ior1 L·ro'wght tv ~!':f'_)r(>? tj-,;c terms of this Agreement or arising out of this Agree~.':>nt r..;;..y recover its reasonable costs and attorneys' fees p::q:er;ded in connecticn with such an action frorr. the other pany . • S",1l .. CT=I"O","---".2QQ---,--"NQ_I!o!!')"lED "1I1Y1'-E No payment, partial paym~nt, acceptance, or partial acceptance by CrTY sh<lll operate as a 'II-"3.iv(,1" on the part ot eI'i')' of any of its rights under this Agreement. No discr!.mindtion shall be made in l he employrr.-2"llt of persons under this Agreement because of the age, 1."0<...<2, color, national origin, anc~:stry, religion, disi:',bilit.y, St::'Xl'dl p!'t~ference or sex of auch person. If the v,;:I.lue of tllis ;\g r('''';7,'~fit is. o!,-:':".;. ... be, Five Thousand Colla.rs ($S,OOO) 0r l~(H""', CO:nR~.Cr0'\ a-:Jrt;es l;~ meet all regui:r:ements of the Palo Alto xunicip.5.1 C,xi:e gel."taining to nondiscrimination in e..~"ployment, including cocr.plet 1l1g the 8 --..... ~,-.---~----.. - ~Compliance Report-·Nondisc~imination Provisions of City ot Palo Alto Contracts n on the fonn furnished by CITY. attached hereto as Exhibit ~D~ and made a part hereof by this reference. COt~CTOR agrees that each agreement for services frem independent providers shall contain a provision sl.lbstant iully as follows: "'PrO'.rider shall provide COrITRACTOR iJiith a . certificate stat.ing that he [or she) .i.s currently in corrpliance with all Fede:cal and State of cal ifornia laws cov~:ring ncnd . .18crirnination in employment; that he (or she) will pursue an affirmative cour~e of action as required by the Affirrnati ve Action Guidelines of the City of Palo Alto; and that he (or she) ,dlJ not disc!" lminate ill Ule employment of any p~yson under t!lis contri'i.cr because of tt,,~ age, race, color, nationoi,1 origin, ancestry, religion, disabLll tj', SF.>::'.1o;ll preference or sex of s\lch penw!l." If CO~~CTOR is found In v::'olarlon of: tr.~~ nondiscrifllinati.:m provisions of the State of Califol:nia Fai r Employment Practices Act or £::Iimilar provisions of federal la\>;' Or' executive order in the pe.rfrJrmanc.e of this Agreem€rlt, it shall thereb}" be fou.nd in ITId.terial breach of this Agre(>1!',eut. Ther.:2l.1pcm, CITY shall have the power to cancel 01' suspend this. ~_grer'fment, in whole or in part, or to deduct frem t.he am.:lun:: pJ.yab1e to CONTRACTOR the Stun of T'-N"enty-Five Dollars {S25) for each pt;!r~on (or each calendar day during which such person ~as disc~iminatej against, as damages for breach of contract, or bath. Only a finding of the State of Californta Fair Employment Practices Comnis:9ion or the equi'.ralent fede.ral agency or officer shall constitute evidence of a violation of contract under this section. If COll.'TRACTOR is found in violat ion of the nondiscrimination provisions of this Agreement or the appl icable affirmative action guidelines pertaining to this Agre~~ent, CONTRAC'T'OR shall be fqund in material breach of this Agreement. 'l'hereupon, CITY shall have the power to cancel or suspend this Agree..1Tlentl in w'hole or in part, oz.-to deduct fl-om the arr.()UI~t pa:rab1e to COl-.'TR,,'a.crOF. the sum of Two Hundred Fifty Dollars ($2501 fOl each calendar day during which CONTIL~CTOR is found to have been in such noncompliance as damages for breach of contract, or beth. l>!l~TIQN 22 AGREEMENT CQB..T.~lR$_l!l.tL UNDERS'LANDIN.G_S.i ~ND1"f~_!IT This doc\..U'i\ent represents the ent ire and integra'::.ed agreerroent between CITY and CONTRACTOR and supersedes all prior negotiations, representations, and agreements, either written cr o oral. This document tllay be amended only by written instru .. 'ntant, signed by both CITY and CONTRACTOR . .s.E..cr1.Q.tL23 • GOVERNING L.;b' Thi'3 Agreement shall be governed by the 1aws of the State of California. IN WITNESS WHERBOF, the parties hereto have executed this Agr.eement" the day and year first above written. ATTEST: City Cl:erk APPROVED AS TO FOF ... '1 ~ Senior Asst. Ci ty Attorney APPROVED: Director of Finance Risk Mall5.ger APPROVED AS TO CONT&."iTT: Director of UtilItIes Attachments: .3...XHIB IT • A" : EXHIBIT "B II : EY..HIBIT ~C~: EXHIBIT uD~: CITY OF ?ALO JI.L10 rv-..ayor SFG TECHNOLOGIES (U.S.) INC, BY· ..... rJt2-Bw~~_ Its :.V,.<e-ih:-s.ub.d;;,(~'.~v«es / SCOPE OF SERVICES AlID DELIVERABLES AND TIME SCHRD~LE FEE SCHKDULE INSURANCE CERTIFICATION OF NONDISCRIMINATION 10 CERTlACATE OF ACKNOWLEDGEMENT (CIVIL CODE § 1189) CITY OF BURNABY PROVINCE OF BRITISH COLUMBIA , On jE'I ( ,./q-l, !)e/o,. m.,{fi'<J(E':J_~tmE"-_FO!( !!~§~ notary public in and fo, said City, peroonally appea,ed Bryan C. Brookirog Pllrsonaliy k:1own to me {or pmved to me on the basis of satisfactory evidence} to be tile .oe~n ¥rhose name is subsc:ibed to the within instrJment, an agreement between 1he City of PaJo Mo and SFG Tee/moleg'es IU.S.) In~ 101 U1ili!y BUS!rRSS Consurting Sertlces. 3r'1d acknowledged to me Iha1 he execL1ed 'he r..am'3 in his 3u1horized capac1y(iss), and that by hiS sigfiatufe Oil the instrument the pers-on(s), Ci the entity upon b€ha~f of Wf1ich the persDll(s)J acted, execl1t~d tARP,'f FH1~~C'':' !'»o .. ryP:..~ .2-4~ N.::..m ~ c..Jid, a .... 1"...tor B,C. V~j 7113 ..,u.45Ce • • \ EXHIBIT "A" CITY OF PALO ALTO UWities Business Process Reengineeri~g Proje·::t SCOPE OF SERViCES, [lEUVERABLES, AND TI\~E SCHEDULE Some base ~eyei of Sus}ness Prc.-cess R~engir:ee<ir.g (oPR) is requjred during me design phase of the Customef' Information System ICIS; to ~nSure that a more fiexrble system is created The CIS design stage is project€<1 frx r:ompretlon by January 1995. The I.Jt'li"tt~ De?a.rtment does nc~ war..t to de'ay im~\::-nentaL''J~ 01 the C!S by conducting? ~engtl:y stud)' on BPR fc~ the €,lt:re Ui::'"t:ES Cepa:t'Tl{-i1! ,,10 City o;·~.?:l:zation, At the same t1118. the U!<~:~:'S C·e~:"~rt:r:e~; d2E3 r::::: '.',<:~~~ t<J ~'-~~p['t,J3:e ine-:fie 1-:nt y,'Dr,.; precesses 1'1 'he neN CIS ~dea1~y, this 8P,~ (5-",1(;'.".' ',',,:! rn:._:'t in j,;:,:'. ~Y:;:d 2. ~~c'l 1:; ,r',cc:f=:c,c.::te t::.Js·~leS$ pwre:') imFovemE:1~5 in the c"',os:gn ~!c.~e 1.:: :~~ r,;'.'. C!S To Ii;::; Die,,: Sl~',::h iinpro,.'€m2niS cannc,t be irT';J'b":'1eniE'o bE-reie ,Jcw,:_ ::::-,' 1 ,:,~~~, s'.::n p.'c:::.-.::;,-s, imV0'/ernE'-nts s-h')u'd be ide,1t:t;ed t,y fwture intc9Jah.1:l. so that tri€ CiS dc·<gn .::~r~ [:e m2.,je fle:(·b~e enough to accomrn:;,.jate sl;ch act;I.'~il-e3 Due-to cos.t and' tlrm! COl;sH~:,n~.:., -0 rr..:",:'o re',';:::'.'.' d B:\ ~h~ li!::'~'le:S b1js~ness prc·cess activities is not requ€:5tej Instead, CC";1?_:n c':·tLi:i!f'S h?.'02 r':,(;-il ~'"'.ige!so fOi 8ya~ultion as BPR candidates base.:! ()~-, th~ h~gh.est pOh?nt:f;: retu'ns :0 HH;: Utl:,:i2-s. Th,~se a,-;\i'.,rities are trle highest vo!ume, most iat,o! ,1tE:ll:i:','f.', ITIU:11-s1ep precE-sses wh=f'e there arecyde time andjor customef sati~ra:tian issU:e$, Accord~ng!y, the City is planning to wo~ v,";th SFG Te-..;hndcgie5 Inc. to revie-w the four interretated bus\ness processes asscdated wrth Sew.ce Orde! and Field Report Processing, BiiJing, Me:ering Systems, and erect:t and coaectior.s, In addition to r&¥ie\o\ling "the efficiency and t;'ffl."Cti'leness o! these processes, the project team shall consider the fori owing questions \"¥nen preparin9 optima! sorutiO:1S 1) Service Order and Fiefd Report Proce~sil1g \\1"1at is tne most efficient ar.d responsive process tar op€'nir.g 2.;-1 ?G,~~...;,""lt t'J ,~~;t:\'3.te ut;"t:E':s sF;'\';ces or 1cr clos!ng a'1 account to dis:onfiE,::t utilities ser-'/!ces? Hc~1'.' is t[tl~ process betWE:2n the office and field tracked? How are serv:ce orders linked to tfle 8~iiding Department inspection and permit process? \.\'hat is the best pra2ess to accommodate customer-transfers, owner· leave-ons, SNvlce modifications. checio: me:er rf:'ads, and ir;',,·eS!~g3te gas leaks? Can Or should servlce fieid report history be J:nt-.:ec! to b~ning 8.'1d CiJ~ltct!O~ (cu!ines? 2) Biiling Process, V/'1at is. trJB rncs! r::K:C;Pid pmcess to generate !~me[)' and .:.ccurate bills. and to perform bilJing adjustments£) \\hat is an €-ffeC11\'i2 process to monllor biBs , '. !-l-,'-< ~>J£'~. which are pending in'Jestigation? How can certain reh.J$.e charges by th.e City's contractor be seamlessty integrated into the C!S? 'r\'hat is an eff.ective precess to detE"Ct bilting errors Of oversights? 3) Metering Systems; VVhat is the most etllcient method to tracki2CCOJ'I"1'1 fer mete:-s and to enter meter readin~s into the CiS? 'What is th;-: most eff1Cil;(H method to jnvestigate questionable or rejected meter reads? How car"l metE'f ar:cess problems be tracked and triggered tor resolution? VVnat process will ensure tha! meters are C'Ofiectly identified (type/size, meter number, applicable mL!!tipfIH, meter h'lstory 'Indudlr,g testing pertonned, marJu1acturer, Iccation, etc)? 'vVhat procedure wJ!i assure thaI meters, once set, are billed? 4) Credlt and Collection Process: How &e dehnquent account:; ident;f:e-d, nO:I~ed, traCked, and coilected? How can the customer rlotrfiCd'lion a.r;d acco:.mt a'lna!ati:::n processes be automated to free staff from clerical burden? V,."na.! is an eftE2t,,'e precess to assure 1:hat customers who i1aVf,,> bl':en deiirq!.lent bu! I,!,'ho ha','e (E':::f~,:'Y m2,:je ;.J:':~Y bill payments do no' hal,ls their serv;ces turned (!ft? Vln:3! 15 the most ,r:.t1c<~",<;-U:':,Z2.:"r);1 01 field and office staff to perform this /unctien? The project is expected to begin Oc!obe 4, 1984 and be c'::nlp;c!ted ;,.:::h'll 9J c~e.)'5 o~ the start. At the ccmplet:o:l of the pro;e::t, SFG shall pfEs·::m th,B,( klj.: fe-P:.'.rt to ~r,e Steering Cornminee. The Final Report wi!!: 1. Include an executive summary, a summary o~ findings, and specrf!c re-:::ommet1d3t=ons tor each 01 tha four process areas studieo wi,hin the organization. 2 Ansv· .. er each question shown above in the Scope of Services u.-.der the tour process areas. 3. CharacterIze potential process improvements in terms of t>lpe, compl~~ry, ease of implementation, etc., and identify the benefits, cost savlngs, and.'"r efficiency jmprovem~nts of the recommendations, 4. Provlde imp!ementation reccmme-rldations for each type of process rnteiV€:Jtion (people, process, technology), specjfic to the City, identifying the prior~tizatjon, cribcaJ success factors, action items and steps, and required resources for implementation success. 5. !dentify specific features v.nd 1unctions \-,,1h~ch should lH~ added to the CIS des:Jn to accommodate recornmendaUons of the study J 6. !den~fy how or to what extent, if any, the approach 10 the design and development of the CIS will change. 7. Provid"l? suggested process flow scenanos lh11ich indicate altemative reeogineffed work processes and organization structures, and which w;l! be further evaluated by the City. 8. Identilythe specmc types of process and technolog)' interventions which will be further evalualed by the City. 9. Iden~ any areas of additional improvement opportunity outside the specified project scope. (optional) . 10. Suggest next steps and how to p(oceed. UtlJities BPR Sluay City 1;1 Palo Alto 4.0 FEES AND COSTS OUf ~ee structure is as.lo\lcYI$' o Bryan Brooking o Denny Sauer 51,000 per diem 5800 per diem EXHIBIT 'S" Out of pocket expenses for tra\ieJ and lodging are extra and are rebWed at cost ~(1 addition, direct project charges for items suel, as Courier and report reproduclion are extra arlO are also rebilled at cost. Based on the tasks and deliverabtes that a;-e set out in Seclion 2 above, our fees ror lhe study would as ShOwtl in Table 4-1. Table 4-1 Summary of Fees and Expenses r-f.~., s Jg~~ .. e.-.... r",i~_~~ _____ ._ .. ______ ~ ___ ...... _ ...... -" ......... ' ' _________ S46:g~_~ I ~-f.?!lrnBJe.:>-'~r. __ ~ __ .__ _ I ___ . ___________________ _ I _____ , _________ Travel ?:_fJ_Q ____ ~_odgif19. f ________ .___ 8,60.2 L-_ ... -~-~=--_-~t'.~ i:~ eel i 3 ne~~J ~ ~t~~~_SI~C __ .. _____________ _____ 25.0 t---------n-n------n·------·-T~------"---------55-4.850 I No~es or. the above summary of Fee:;; and Expenses are as tallows: o The Traw~,j ana Lodging expense estimate IS based on 9 person-trips (Vancouver/Palo Arlo) and the number 01 cn·slte person days Indicated in Table 2-i above, =:J Fees fer servk.:es are based on the on·sJte person days indicatsd in TabiD 2~1 and the oN site ti~e. o Amo'.mts greater than those indicaled above would not be billed to the City unless prior approval has been obtained. Higher fees would result, il the SCOpE:· of tile services to he provided inCrEases hom tna\ indicated in Section 2 above. Any such changes would be lly mutual agreement, via a Project Change Request • !NSURANC" R" L0!29 Form City c;,f' --''''''-eclS for Contractors ~~ "'C'""TC"' __ C',,"-'-:J .~_so.t l"''''('<$( ._, C't' __ ? ....... -.. _ .. ""~"'<-rrO'lI'-,rE~"'CC ~c(\'~, CC<if'lUCl'0fI5-. .. ~~ ~,m~.''t .......... -t •• '':'IIIi''':'':'~'''' ___ .:::I _~ -.....~ ''"'f:~c ... ..s .... O';;, ... ·OC-':' .. 'IJ.,"I: A;., 1"'.,_ ........... ~~C'".1i· .... ~l ... ".'~~,.~ ..... lii ~'=~~'<S.....-.. .. I<!''f'' .... ,....., .... ~~r....,o.t.f''''''"''''"':'",~;:e<:''t-'$'«fS;$ ... T'-£$7~.,.'O''',,-~· .... M .;..('WT7Coo"'l" """ ..... ...::.r ..... -s-Jot c.c--.~ . ..c:' E<{:~-r: r ..... '.J"''-':--<'':';' ~i'.ES("'r~-'.l c~ ,~~ cc" .. ~,,-,.~c,o;: .... "':s..~E ruoMt>o~ c-<rr, .tore:.. ~ ~ 1'>< ",:n "~-:o<l'_ ~~"'-_-; ...... ~JIE '~"'i."~O (C1D".<t .. ~ '~'\."l-CT'\o .. ,,~.c 8£TJJRN THE CO'AP!...ETED CERTlFICA TE TO TI-:'E Cny OF PALO ALTO, PURCfiAS!NG & CONTRACT ',:.,1.:-",:; .c,,-,,-.~. ',,_L':.::' ,,' . ~-.. ,' -------r-- . : ~".-: ': ".-:' ------L-i '.'.,' r ~--!: __ :. ___ c __ • __ -' .... _,';.'..J~ __ _ I ·-'~·2:' __ :.:. .. __ c_ ~:_ i ~:,:, .. :~.:':.~~~,~; ~-:;-~-;.~ -t----------~---·...,:.-c_') ·v_ ...... -<:.',~·ol:;, ! u ".C~i.;:: ',:::' , f;;·," .... S.;~,~::...~,:-"'_, ............. -.;~-:,,~~"': .. ,~_'~'::,E"'i ;.><;;"',-... -....,,-..:::r I I I 'C', """" ----'-- A 1~ C<:'l' r:! P"'.A..!'.: 4~Cf" ~~ ~-.j; e""r-'C~ ~t ~-il~ U ~::~:<,..~I .'~""ed_ t"'~ "'~,:)' a:.lo .... v~ j:'e:1<:rl1'~ \U'"~ r..cr.t'ac1 Said ~~ ~ J;::. 'N. c..I) d. p-,;c,.J.]",_ fk;. :!'.a.: hi. ~"'-,l~1 t: .-t .. -.~, .. -:~.:;'.;C t"!.I:<·, 10-;3. r;"t C ~f~ ,",.:;.;,,",'~ \r. ... ' .. ~t lor,;,: .. r.y ~ "'\$\J!~.e" u,'1\ed ~':-:.c-~ bH'>g ~ ~~"I(t ,nil t \'.~e-h-..,..,. r~V.ou->, ~.-n; e-<:;',:i:'"\i c.-c-,....., ~~ ~ • .e--.... ~e-.;::,;.,;-J ",,:r'o., ~~ p.-:~...::)' 'r;.;:"~es ~~:ruel:er, .;:1 .... l."1I!5. C.;Jr;:;I~~. pipes. ;1'..,., gr ~ 5I'l_ ~I' or...., ~ .., un"<!;;..:;.r, ~'f'<,-;;" tot'"'" ~'">I!' !..JriKt cr I"'e !t~c"";j ,.,., .. '!1tr ""'T,M to)' Ih'fd ~r,'l!'$ or t>-.e CI~ (:!PiJlo~~ C ' ... ~e't' ~ ~ n>(4e-s r~ ...... 'i':"':.· c~ .... ~~ (~.'!"'-=;r'" ~ .. :!\.-.;:t-:ll-'l ,r~ .t--e.:'1~S a!.<:4 o t.>w p:>o(f ;.-.c1~~ -.: -~w:~!' ~~ 1~,~r!'Sr ~.:,~- C I!':-~ ;:-:-~ C\-~ $'5 C(':' :-_~: :;:~ c·::~'~::-!',~ ~.~ 5 .,~ ... :i i~ ~; ~ ~,' • ~w:' ~ p::,;,~~ .. -~ c. o~l''''-:: ,;-~ c..; -';!: ~" '. , > < ;,! ,.' V,,, ~:i~ :; ~',':-J ,c"',, ~" ."1 ~.;:, <i !:~;;,~,--,;': ~~ ~.;. a:~ .. :~ tr.c-C,-r"~,~te_ tl':,'ti pOI r'~i-s. ... -.":eo" r.:;.':,_~ .. ' ,t .. '-", ~~ , ,:-~ c::/ ,'f:; ; ~.: ::'C,-:-,,:: 1-,;;,-, • ~'r,"' :;'--, POSe. 10~~:;, 9.a~21 G T~ ~,' r:s.:.fJo-a poe,. ,"':C"-~ ~ e;;..-,~' .. _:.~' :,;;:' ~J e,:or~-,e',· P-~_'-= ';I .n~c,r .. ~,:e C~'~'c~~ fef CCr-~' .. ~1~(-S ~'i~l!'eille~: IQ ~derr.n:rf tt'le C~~ H Tr~ C~:;~ .jI~",,~r--J ..... .,..;'...-t" .. ,o:J~~ '!"l :~ ~_~.-e-~: !~ ~ ~~e-n ______ _ / , .. ";", (',';"',,, ,l/!" r-._ 4' ':', s ~" ' -; c' C' .--~-----------...,. ~--------- PART III· SUPPLEMENTAL fORMS SECTiON 00410 IRFPl CertificatiolJ .of Nnr..dis.Ciimioatlrln-. ,!,S s'_::n~~!t<5 0; r:OD<j's O!" ser\' ':125 W Ire CII'r of Palo Aiw, the fi~m and individuals I:St,:"J be',~,-c'" Ce-r:I\,-;?S tr'ct t;-,e'{ co cc::t ~1.sC!lG",inJt,~ in employment WIth regar'iS to .age, r,3·:e. cc,io,' re"9io~. naLe,na! crlg:n. cr'ces~r'I" disability, or sexusi prefererlce; tr--.cr thel,' .-lie in (cmpl:a~c€ '".1,," .::!i Feder;:;l. Sl~te and ~ocaj directivES and excn"tive areer':' r€9Erd,:",~ ~cnd;SCrHnI1L3L(;'1 in e,'lI~ioyrT;e:1~: and thai. 'they agH:e to demonstr;n.e pos:tivel)' 2r>d .e.ggri:-ss. Je:'f ~he pllI-.(~ip;c o~ f;~'c:ci oPPol1vr.ity in employment, The Propose...-agrees specifically: 1.0 To es{ab:;sn or obserJe e~:;:o!'ii;;:-;t ~'':: c:es "':t;<;~ .;,,f":·."i ",', '.'12",' vron-:::,\~ 2,0 3.0 opportunities for mincIll/ jJe~5C::-,S .0.: jet re-'.'';; .'. l('j ccrnm!JniC2;'2' :r,i~, ~>: e:,lp:oVeo:s, 01J!s:,je ;'Bca;,~:: g To ta'<;; affirm'.ollve O[Q2.nrZJtlon. "':,:", ,~, 'F • .;: C' 4,0 To be knoiNiedgeable or tr,[: iCC;;;!, st.c(e, ",,(l l;::,-;e:.31 ;,:;.' ..... '5 <3:"":0 regulations concerninQ "fTlr~8'1'.e aC(JQll pc-:'c es 3r:O erc'.':.:.: opportunities for erII'prOYU~::;, Title of Officer Signirlg:":L~{,:.~-<._ ... _i)::,§'?..'JL~~~~.~·~~_';-:iJ~~!-.cs Sigr.ature._~,,"bL{';.:e;'4-_______ _ Date_ Al\t;U_ST' j ~, 'r4_' __ ~ __ ' Please include any addirior1al fnfoimction aVciJ;;;ble regarciir,g cqLi[::i ("'Dporn..Jr:~!'I' employmem prograrns r;O'N In eih~ct ',".:\hir, f'our C-:"iTp;;'r.',' UW CF SE C Tj{JrJ •