Loading...
R-10-11-09-10C1 - 11/9/2010RESOLUTION NO. R -10-11-09-10C1 WHEREAS, the City of Round Rock desires to retain professional consulting services for creation of the "Arts and Culture in Public Space" Strategic Plan and Implementation Guide, and WHEREAS, H3 Hardy Collaboration Architecture, LLC has submitted an Agreement for Professional Planning, Design, and Consulting Services to provide said services, and WHEREAS, the City Council desires to enter into said agreement with H3 Hardy Collaboration Architecture, LLC, Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City an Agreement for Professional Planning, Design, and Consulting Services for Creation of Arts Strategic Plan and Implementation Guide With H3 Hardy Collaboration Architecture, LLC, a copy of same being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 9th day of November, 2010. ALAN MCGRAW, Mayor City of Round Rock, Texas ATTEST: SARA L. WHITE, City Secretary 0:\wdox\SCC1nts\0112\1005\MUNICIPAL\00206745.DOC/smc CITY OF ROUND ROCK AGREEMENT FOR PROFESSIONAL PLANNING, DESIGN, AND CONSULTING SERVICES FOR CREATION OF ARTS STRATEGIC PLAN AND IMPLEMENTATION GUIDE WITH H3 HARDY COLLABORATION ARCHITECTURE. LLC. THIS AGREEMENT (the "Agreement") is made by and between the City of Round Rock (the "City), a Texas home -rule municipal corporation with offices located at 221 East Main Street, Round Rock, Texas 78664-5299, and H3 Hardy Collaboration Architecture, LLC (the "Consultant"), with offices located at 902 Broadway, New York, New York 10010. This Agreement is for professional consulting services for creation of the "Arts and Culture in Public Space" Strategic Plan and Implementation Guide, and relates to developing a programmatic plan, physical plan, and financial plan leading to a comprehensive ten-year strategic plan and implementation guide to define the role of the City in supporting arts and culture in public spaces to accomplish the City's broader goals. RECITALS: WHEREAS, the City has determined that there is a need for the delineated services; and WHEREAS, the City desires to contract for such professional services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by each party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. The term of this Agreement shall be until full and satisfactory completion of the work specified herein is achieved, but in no event later than one (1) year from the effective date of this Agreement. The City reserves the right to review the Agreement at any time, including at the end of any deliverable or phase or task, and may elect to terminate the Agreement with or without cause or may elect to continue. 00205855f kg EXHIBIT „A„ 1.02 CONTRACT AMOUNT In consideration for the professional consulting services to be performed by the Consultant, the City agrees to pay the Consultant a total sum not to exceed Fifty-seven Thousand One Hundred and No/100 Dollars ($57,100.00), in payment for services and the Scope of Services deliverables as delineated in Exhibit "A" and herein in Section 1.03. This Agreement does not contain any authorization for the Consultant incurring nor for the City paying for any reimbursable expenses. 1.03 SCOPE OF SERVICES For purposes of this Agreement, the Consultant has issued its Scope of Services for the assignments delineated herein, and such Scope of Services is recited in Exhibit "A" attached hereto and incorporated herein by reference for all purposes. This Agreement shall evidence the entire understanding and agreement between the parties and shall supersede any prior proposals, correspondence or discussions. The Consultant shall satisfactorily provide all services and deliverables described under the referenced Scope of Services within the contract term specified in Section 1.01. The Consultant's undertakings shall be limited to performing services for the City and/or advising the City concerning those matters on which the Consultant has been specifically engaged. The Consultant shall perform its services in accordance with this Agreement and in accordance with the referenced Scope of Services. The Consultant shall perform its services in a professional and workmanlike manner. The Consultant shall not undertake work that is beyond the Scope of Services set forth in Exhibit "A" and in this Section 1.03. However, either party may make written requests for changes to the Scope of Services. To be effective, a change to the Scope of Services must be negotiated and agreed to in all relevant details, and must be embodied in a valid Supplemental Agreement as described in Section 1.05 hereof. 1.04 PAYMENT FOR SERVICES; NO REIMBURSABLE EXPENSES Payment for Services: In consideration for the consulting services to be performed by the Consultant, the City agrees to pay the Consultant, on a fixed -fee basis, the following: Fees for the listed deliverables in the total amount of $57,100.00 shall be paid by the City monthly as billed based on the percentage of work complete, and based additionally on delivery of all products at the end of each task and upon the City's acceptance of same. No Payment for Reimbursable Expenses: This Agreement does not contain any authorization for the Consultant incurring or for the City paying for any reimbursable expenses. Not -to -Exceed Total Payment for Services: Unless subsequently changed by Supplemental Agreement, the Consultant's total compensation for consulting services hereunder shall not exceed $57,100.00. This amount represents the absolute limit of the City's Liability to the Consultant hereunder unless same shall be changed by Supplemental Agreement, and the City shall pay, strictly within the not -to -exceed sum recited herein, the Consultant's professional fees for work done on behalf of the City. 2 Deductions: No deductions shall be made for the Consultant's compensation on account of penalty, liquidated damages or other sums withheld from payments to the Consultant. Additions: No additions shall be made to the Consultant's compensation based upon project claims, whether paid by the City or denied. 1.05 SUPPLEMENTAL AGREEMENT The terms of this Agreement may be modified by written Supplemental Agreement hereto, duly authorized by the City Council or by the City Manager, if the City determines that there has been a significant change in (1) the scope, complexity, or character of the services to be performed; or (2) the duration of the work. Any such Supplemental Agreement must be executed by both parties within the period specified as the term of this Agreement. The Consultant shall not perform any work and the Consultant shall not incur any additional costs prior to the execution, by both parties, of such Supplemental Agreement. The Consultant shall make no claim for extra work done or for materials furnished unless and until there is full execution of any Supplemental Agreement, and the City shall not be responsible for actions by the Consultant nor for any costs incurred by the Consultant relating to additional work not directly authorized by Supplemental Agreement. 1.06 INVOICE REQUIREMENTS; TERMS OF PAYMENT Invoices: To receive monthly payment for satisfactory delivery of deliverables, the Consultant shall prepare and submit detailed progress invoices to the City, in accordance with the delineation contained herein, for services rendered. Such invoices for professional services shall track the referenced Scope of Services, and shall detail the services performed, along with documentation for each service performed. Payment to the Consultant shall be made on the basis of the invoices submitted by the Consultant and approved by the City. Such invoices shall conform to the schedule of services and costs in connection therewith. Should additional backup material be requested by the City relative to service deliverables, the Consultant shall comply promptly. In this regard, should the City determine it necessary, the Consultant shall make all records and books relating to this Agreement available to the City for inspection and auditing purposes. Payment of Invoices: The City reserves the right to correct any error that may be discovered in any invoice that may have been paid to the Consultant and to adjust same to meet the requirements of this Agreement. Following approval of an invoice, the City shall endeavor to pay the Consultant promptly, but no later than the time period required under the Texas Prompt Payment Act described in Section 1.10 herein. Under no circumstances shall the Consultant be entitled to receive interest on payments which are late because of a good faith dispute between the Consultant and the City or because of amounts which the City has a right to withhold under this Agreement or state law. The City shall be responsible for any sales, gross receipts or similar taxes applicable to the services, but not for taxes based upon the Consultant's net income. 3 1.07 REQUIRED DRAFT REPORTS AND FINAL REPORT The Consultant agrees to provide the City with draft reports and a detailed final written report, together with all information gathered and materials developed during the course of the project. Additionally, the Consultant agrees to provide any necessary oral presentations of such written reports, at the City's designation and at no additional cost to the City. Upon the City's request, the Consultant agrees to provide the City with additional bound copies of the final written report, with one (1) additional unbound copy being delivered which is suitable for making additional copies at the sole election of the City. The Consultant shall also deliver two (2) reproducible CDs to the City, all at no additional cost to the City. 1.08 LIMITATION TO SCOPE OF WORK The Consultant and the City agree that the Scope of Services to be performed is enumerated in Exhibit "A" and in Section 1.03 herein, and may not be changed without the express written agreement of the parties. Notwithstanding anything herein to the contrary, the parties agree that the City retains absolute discretion and authority for all funding decisions, such to be based solely on criteria accepted by the City which may be influenced by but not be dependent on the Consultant's work. 1.09 NON -APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of the City's current revenues only. It is understood and agreed that the City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of the City does not appropriate funds sufficient to purchase the services as determined by the City's budget for the fiscal year in question. The City may effect such termination by giving the Consultant a written notice of termination at the end of its then - current fiscal year. 1.10 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, any payment to be made by the City to the Consultant will be made within thirty (30) days of the date the City receives goods under this Agreement, the date the performance of the services under this Agreement are completed, or the date the City receives a correct invoice for the goods or services, whichever is later. The Consultant may charge interest on an overdue payment at the "rate in effect" on September 1 of the fiscal year in which the payment becomes overdue, in accordance with V.T.C.A., Texas Government Code, Section 2251.025(b). This Prompt Payment Policy does not apply to payments made by the City in the event: (a) There is a bona fide dispute between the City and the Consultant, a contractor, subcontractor, or supplier about the goods delivered or the service performed that cause the payment to be late; or 4 (b) There is a bona fide dispute between the Consultant and a subcontractor or between a subcontractor and its supplier about the goods delivered or the service performed that causes the payment to be late; or (c) The terns of a federal contract, grant, regulation, or statute prevent the City from making a timely payment with federal funds; or (d) The invoice is not mailed to the City in strict accordance with any instruction on the purchase order relating to the payment. 1.11 TERMINATION; DEFAULT Termination: It is agreed and understood by the Consultant that the City may terminate this Agreement for the convenience of the City, upon fifteen (15) days' written notice to the Consultant, with the understanding that immediately upon receipt of said notice all work being performed under this Agreement shall cease. The Consultant shall invoice the City for work satisfactorily completed and shall be compensated in accordance with the terms hereof for work accomplished prior to the receipt of said notice of termination. The Consultant shall not be entitled to any lost or anticipated profits for work terminated under this Agreement. Unless otherwise specified in this Agreement, all data, information, and work product related to this project shall become the property of the City upon termination of this Agreement, and shall be promptly delivered to the City in a reasonably organized form without restriction on future use. Should the City subsequently contract with a new consultant for continuation of service on the project, the Consultant shall cooperate in providing information. Termination of this Agreement shall extinguish all rights, duties, and obligations of the City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory or which is not performed in compliance with the terms of this Agreement. Default: Either party may terminate this Agreement, in whole or in part, for default if the party provides the other party with written notice of such default and the other fails to satisfactorily cure such default within ten (10) business days of receipt of such notice (or a greater time if agreed upon between the parties). If default results in termination of this Agreement, then the City shall give consideration to the actual costs incurred by the Consultant in performing the work to the date of default. The cost of the work that is useable to the City, the cost to the City of employing another firm to complete the useable work, and other factors will affect the value to the City of the work performed at the time of default. Neither party shall be entitled to any lost or anticipated profits for work terminated for default hereunder. 5 The termination of this Agreement for default shall extinguish all rights, duties, and obligations of the terminating Party and the terminated Party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory, or which is not performed in cotnpliance with the terms of this Agreement. 1.12 INDEPENDENT CONTRACTOR STATUS The Consultant is an independent contractor, and is not the City's employee. The Consultant's employees or subcontractors are not the City's employees. This Agreement does not create a partnership, employer-employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other party. The Consultant and the City agree to the following rights consistent with an independent contractor relationship: (1) The Consultant has the right to perform services for others during the term hereof. (2) The Consultant has the sole right to control and direct the means, manner and method by which it performs its services required by this Agreement. The Consultant has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. (4) The Consultant or its employees or subcontractors shall perform services required hereunder, and the City shall not hire, supervise, or pay assistants to help the Consultant. Neither the Consultant nor its employees or subcontractors shall receive training from the City in skills necessary to perform services required by this Agreement. '(6) The City shall not require the Consultant or its employees or subcontractors to devote full time to performing the services required by this Agreement. Neither the Consultant nor its employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of the City. (3) (5) (7) 1.13 NON -SOLICITATION Except as may be otherwise agreed in writing, during the tern of this Agreement and for twelve (12) months thereafter, neither the City nor the Consultant shall offer employment to or shall employ any person employed then or within the preceding twelve (12) months by the other or any affiliate of the other if such person was involved, directly or indirectly, in the performance of this Agreement. This provision shall not prohibit the hiring of any person who was solicited solely through a newspaper advertisement or other general solicitation. 6 1.14 CITY'S RESPONSIBILITIES Full information: The City shall provide full information regarding project requirements. The City shall have the responsibility of providing the Consultant with such documentation and information as is reasonably required to enable the Consultant to provide the services called for. The City shall require its employees and any third parties who are otherwise assisting, advising or representing the City to cooperate on a timely basis with the Consultant in the provision of its services. The Consultant may rely upon written information provided by the City and its employees and agents as accurate and complete. The Consultant may rely upon any written directives provided by the City or its designated representative concerning provision of services as accurate and complete. Required materials: The Consultant's performance requires receipt of all requested information reasonably necessary to provision of services. The City shall furnish information which includes but is not limited to items delineated in Exhibit "A." The Consultant agrees, within ten (10) days of the effective date of this Agreement, to provide the City with a comprehensive and detailed information request list. 1.15 CONFIDENTIALITY; AND MATERIALS OWNERSHIP Any and all programs, data, or other materials furnished by the City for use by the Consultant in connection with services to be performed under this Agreement, and any and all data and information gathered by the Consultant, shall be held in confidence by the Consultant as set forth hereunder. Each party agrees to take reasonable measures to preserve the confidentiality of any proprietary or confidential information relative to this Agreement, and to not make any use thereof other than for the performance of this Agreement, provided that no claim may be made for any failure to protect information that occurs more than three (3) years after the end of this Agreement. The parties recognize and understand that the City is subject to the Texas Public Information Act and its duties run in accordance therewith. All data relating specifically to the City's business and any other information which reasonably should be understood to be confidential to the City is confidential information of the City. The Consultant's proprietary software, tools, methodologies, techniques, ideas, discoveries, inventions, know -how, and any other information which reasonably should be understood to be confidential to the Consultant is confidential information of the Consultant. The City's confidential information and the Consultant's confidential information is collectively referred to as "Confidential Information." Each party shall use Confidential Information of the other party only in furtherance of the purposes of this Agreement and shall not disclose such Confidential Information to any third party without the other party's prior written consent, which consent shall not be unreasonably withheld. Each party agrees to take reasonable measures to protect the confidentiality of the other party's Confidential Information and to advise their employees of the confidential nature of the Confidential Information and of the prohibitions herein. 7 Notwithstanding anything to the contrary contained herein, neither party shall be obligated to treat as confidential any information disclosed by the other party (the "Disclosing Party") which: (1) is rightfully known to the recipient prior to its disclosure by the Disclosing Party; (2) is released by the Disclosing Party to any other person or entity (including governmental agencies) without restriction; (3) is independently developed by the recipient without any reliance on Confidential Information; or (4) is or later becomes publicly available without violation of this Agreement or may be lawfully obtained by a party from any non-party. Notwithstanding the foregoing, either party will be entitled to disclose Confidential Information of the other to a third party as may be required by law, statute, rule or regulation, including subpoena or other similar form of process, provided that (without breaching any legal or regulatory requirement) the party to whom the request is made provides the other with prompt written notice and allows the other party to seek a restraining order or other appropriate relief. Subject to the Consultant's confidentiality obligations under this Agreement, nothing herein shall preclude or limit the Consultant from providing similar services for other clients. Neither the City nor the Consultant will be liable to the other for inadvertent or accidental disclosure of Confidential Information if the disclosure occurs notwithstanding the party's exercise of the same level of protection and care that such party customarily uses in safeguarding its own proprietary and confidential information. Notwithstanding anything to the contrary in this Agreement, the City will own as its sole property all written materials created, developed, gathered, or originally prepared expressly for the City and delivered to the City under the terms of this Agreement (the "Deliverables"); and the Consultant shall own any general skills, know-how, expertise, ideas, concepts, methods, techniques, processes, software, or other similar information which may have been discovered, created, developed or derived by the Consultant either prior to or as a result of its provision of services under this Agreement (other than the Deliverables). The Consultant's working papers and the Consultant's Confidential Information (as described herein) shall belong exclusively to the Consultant. The City shall have a non-exclusive, non -transferable license to use the Consultant's Confidential Information for the City's own internal use and only for the purposes for which they are delivered to the extent that they form part of the Deliverables. 1.16 LIMITATION OF LIABILITY Should any of the Consultant's services not conform to the requirements of the City or of this Agreement, then and in that event the City shall give written notification to the Consultant; thereafter, (a) the Consultant shall either promptly re -perform such services to the City's satisfaction at no additional charge, or (b) if such deficient services cannot be cured within the cure period set forth herein in Section 1.11, then this Agreement may be terminated for default. In no event will the Consultant be liable for any loss, damage, cost or expense attributable to negligence, willful misconduct or misrepresentations by the City, its directors, employees or agents. 8 In no event shall the Consultant be liable to the City, by reason of any act or omission relating to the services provided under this Agreement (including the negligence of the Consultant), whether a claim be in tort, contract or otherwise, (a) for any consequential, indirect, lost profit, punitive, special or similar damages relating to or arising from the services, or (b) in any event, in the aggregate, for any amount in excess of the total professional fees paid by the City to the Consultant under this Agreement, except to the extent determined to have resulted from the Consultant's gross negligence, willful misconduct or fraudulent acts relating to the service provided hereunder. 1.17 INDEMNIFICATION The Consultant and the City each agree to indemnify, defend and hold harmless the other from and against amounts payable under any judgment, verdict, court order or settlement for death or bodily injury or the damage to or loss or destruction of any real or tangible property to the extent arising out of the indemnitor's negligence in the performance of this Agreement. The Consultant agrees to indemnify, defend and hold harmless the City from and against any and all amounts payable under any judgment, verdict, court order or settlement for Third Party claims of infringement of any trade secrets, copyrights, trademarks or trade names alleged to have occurred and arising from the deliverables provided by the Consultant to the City in connection with the performance of this Agreement. Should the City's use of such deliverables be determined to have infringed, the Consultant may, at its option: (i) procure for the City the right to continue using such deliverables provided or (ii) replace or modify them to snake their use non -infringing while yielding substantially equivalent results. If neither of the above options is or would be available on a basis that is commercially reasonable, then the Consultant may terminate this Agreement, the City shall return such deliverables provided, and the Consultant will refund to the City the fees paid for the deliverables provided. This infringement indemnity does not cover claims arising from the combination of such deliverables with products or services not provided by the Consultant; the modification of such deliverables by any person other than the Consultant; deliverables complying with or based upon (1) designs provided by or at the direction of the City or (2) specifications or other information provided by or at the direction of the City; or use of systems, materials or work performed in a manner not permitted hereunder or by another obligation of the City to the Consultant. The indemnities in this section are contingent upon: (1) the indemnified party promptly notifying the indemnifying party in writing of any claim which gives rise to a claim for indemnification hereunder; (2) the indemnifying party being allowed to participate in the defense and settlement of such claim; and (3) the indemnified party cooperating with all reasonable requests of the indemnifying party (at the indemnifying party's expense) in defending or settling a claim. The indemnified party shall have the right, at its option and expense, to participate in the defense of any suit or proceeding through counsel. 1.18 ASSIGNMENT AND DELEGATION The parties each hereby bind themselves, their successors, assigns and legal representatives to each other with respect to the terms of this Agreement. Neither party may 9 assign any rights or delegate any duties under this Agreement without the other party's prior written approval, which approval shall not be unreasonably withheld. 1.19 LOCAL, STATE AND FEDERAL TAXES The Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The City will not do the following: (1) Withhold FICA from the Consultant's payments or make FICA payments on its behalf; (2) Make state and/or federal unemployment compensation contributions on the Consultant's behalf; or (3) Withhold state or federal income tax from any of the Consultant's payments. If requested, the City shall provide the Consultant with a certificate from the Texas State Comptroller indicating that the City is a non-profit corporation and not subject to State of Texas Sales and Use Tax. 1.20 INSURANCE Insurance. The Consultant, at the Consultant's sole cost, shall have and maintain during the term of this Agreement professional liability insurance coverage in the minimum amount of One Million Dollars from a company authorized to do insurance business in Texas and otherwise acceptable to the City. Subcansultant Insurance. Without limiting any of the other obligations or liabilities of the Consultant, the Consultant shall require each subconsultant performing work under this Agreement to maintain during the term of the Agreement, at the subconsultant's own expense, the same stipulated minimum insurance required in the immediately preceding paragraph, including the required provisions and additional policy conditions as shown below. As an alternative, the Consultant may include its subconsultants as additional insureds on its own coverages as prescribed under these requirements. The Consultant's certificate of insurance shall note in such event that the subconsultants are included as additional insureds. The Consultant shall obtain and monitor the certificates of insurance from each subconsultant in order to assure compliance with the insurance requirements. The Consultant must retain the certificates of insurance for the duration of this Agreement, and shall have the responsibility of enforcing these insurance requirements among its subconsultants. The City shall be entitled, upon request and without expense, to receive copies of these certificates of insurance. Insurance Policy Endorsements. Each insurance policy hereunder shall include the following conditions by endorsement to the policy: 10 (1) Each policy shall require that 30 days prior to expiration, cancellation, non -renewal or any material change in coverage, a notice shall be given to the City by mail to: City Manager, City of Round Rock 221 East Main Street Round Rock, Texas 78664 The Consultant shall also notify the City, within 10 days of receipt, of any notices of expiration, cancellation, non -renewal, or material change in coverage it receives from its insurer. (2) Companies issuing the insurance policies shall have no recourse against the City for payment of any premiums or assessments for any deductibles which all are at the sole responsibility and risk of the Consultant. Terms "the City" or "the City of Round Rock" shall include all authorities, boards, commissions, departments, and officers of the City and individual members, employees and designated agents in their official capacities, or while acting on behalf of the City of Round Rock. (4) The policy clause "Other Insurance" shall not apply to any insurance coverage currently held by the City, to any future coverage, or to the City's Self -Insured Retentions of whatever nature. (3) (5) The Consultant and the City mutually waive subrogation rights each may have against the other for loss or damage, to the extent same are covered by the proceeds of insurance. Cost of Insurance. The cost of all insurance required herein to be secured and maintained by the Consultant shall be borne solely by the Consultant, with certificates of insurance evidencing such minimum coverage in force to be filed with the City. 1.21 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES The Consultant, its consultants, agents, employees and subcontractors shall use best efforts to comply with all applicable federal and state laws, the Charter and ordinances of the City of Round Rock, as amended, and with all applicable rules and regulations promulgated by local, state and national boards, bureaus and agencies. The Consultant shall further obtain all permits, licenses, trademarks, or copyrights required in the performance of the services contracted for herein, and same shall belong solely to the City at the expiration of the term of this Agreement. 1.22 FINANCIAL INTEREST PROHIBITED The Consultant covenants and represents that the Consultant, its officers, employees, agents, consultants and subcontractors will have no financial interest, direct or indirect, in the 11 purchase or sale of any product, materials or equipment that will be recommended or required hereunder. 1.23 DESIGNATION OF REPRESENTATIVES The City hereby designates the following representative authorized to act in its behalf with regard to this Agreement: Cindy Demers Assistant City Manager, City of Round Rock 221 East Main Street Round Rock, Texas 78664 Telephone: 512-218-5435 Email: cdemers@round-rock.tx.us The Consultant hereby designates the following representative authorized to act in its behalf with regard to this Agreement: Steven Stainbrook, AICP Project Manager, H3 Hardy Collaboration Architecture, LLC 902 Broadway New York, New York 10010 Telephone: 212-677-6030 x 246 Email: sstainbrook@h3hc.com 1.24 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: (1) When delivered personally to recipient's address as stated herein; or (2) Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to the Consultant: Steven Stainbrook, H3 Hardy Collaboration Architecture, LLC 902 Broadway New York, New York 10010 Notice to the City: City Manager, City of Round Rock 221 East Main Street{ TC \12 "} Round Rock, TX 78664 12 AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of the City and the Consultant. 1.25 APPLICABLE LAW; ENFORCEMENT AND VENUE This Agreement shall be enforceable in Round Rock, Texas, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for same shall lie in Williamson County, Texas. This Agreement shall be governed by and construed in accordance with the laws and court decisions of Texas. 1.26 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including exhibits, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. The parties expressly agree that, in the event of any conflict between the terms of this Agreement and any other writing, this Agreement shall prevail. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized governing body or representative for each party. 1.27 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, the City shall select one mediator and the Consultant shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. The City and the Consultant hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1-14) or any applicable state arbitration statute. 1.28 FORCE MAJEURE Notwithstanding any other provisions hereof to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, 13 delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the perfonnance under this Agreement by the parties. The Consultant shall not be deemed to be in default of its obligations to the City if its failure to perform or its substantial delay in performance is due to the City's failure to timely provide requested information, data, documentation, or other material necessary for the Consultant to perforin its obligations hereunder. 1.29 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity or enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreernent shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this section shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.30 STANDARD OF CARE The Consultant represents that it is specially trained, experienced and competent to perform all services, responsibilities and duties specified herein and that such services, responsibilities and duties shall be performed, whether by the Consultant or designated subconsultants, in a manner acceptable to the City and according to generally accepted business practices. 1.31 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No delay or omission by either party in exercising any right or power shall impair such right or power or be construed to be a waiver. A waiver by either party of any of the covenants to be performed by the other or any breach thereof shall not be construed to be a waiver of any succeeding breach or of any other covenant. No -waiver of discharge shall be valid unless in writing and signed by an authorized representative of the party against whom such waiver or discharge is sought to be enforced. This Agreement may be executed in multiple counterparts, which taken together shall be considered one original. The City agrees to provide the Consultant with one fully executed original. 14 IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereafter indicated. City of Round Rock, Texas By: Printed Name: Title: Date Signed: For City, Attest: By: Sara L. White, City Secretary For City, Approved as to Form: By: Stephan L. Sheets, City Attorney 113 Hardy Collaboration Architecture, LLC By: Printed Ctuk: <YON HINT UI,A,-3 Title: PYMt p ' t Date Signed: (011A, (-ic t d 15 H3 8 October 2010 Joy Baggett City of Round Rock, Purchasing Department 221 East Main Street Round Rock, Texas 78664-5299 Dear Ms. Baggett: We are delighted to submit a revised letter of commencement towards formalizing an agreement between H3 Hardy Collaboration Architecture, LLC (H3), and the City of Round Rock, Texas (City), for professional planning services to complete the study entitled, 'The Ms and Culture In Public Spaces Strategic Plan and Implementation Guide," Solicitation Number 10.027 and Specification Number 10-918-27. Scope of Services Described in the Scope of Services Proposal are five (5) tasks anticipated necessary to develop a programmatic plan, physical plan, and financial plan in leading to a ten-year (10) strategic plan. The Strategic Pian Is to prioritize near, mid, and tonger term initiatives, provide funding strategies, and to provide a critical path towards implementation. Our Scope of Services Proposal should be considered an attachment to this letter. Project Management H3 will coordinate alt work to be performed directly through a key city staff contact, defined as the 'Client Manager.' H3 will maintain regular contact with the Client Manager who will be responsible for schedule, approving work products, disseminating information, and responding to information requests. In addition. we propose the City assist H3 in forming 3 levels of oversight committees to support the planning process and ensure widespread consensus for the plan. ■ Steering Committee made up of professional City staff such as that of the interview committee to be Involved in all aspects of the project. Outside participants such as the Round Rock Arts Council may be part of the Steering Committee iif the City deems it appropriate. Individuals should be available to attend the scheduled meetings for each scope of service task. (City Led Selection of Members) • Advisory Panel that may include elected officials and select business or cMc leaders. Members should be solicited for input and kept informed of the plans progress on an individust basis. (City and H3 selection of members) We anticipate the panel will evolve into a group that serves as `cultural community champions" to shepherd the plan as City partners well after Its completion. 113 will help shape this team based on findings throughout the study and draw upon select members of the Stakeholder Group to include as eventual participants. • Stakeholder Group should include a wide array of arts, culture, business, cMc, and community members that are identified for individual and/or group input and Invited to all public workshops. 1-13 and the City will collaborate In forming a master contact list. Space will be reserved and provided by the City for a two to three day interview process with select stakeholders. 113 will schedule Interviews and fadlities tours. If HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 877 6030 Fax 212 979 0535 www.h3hc.com EXHIBIT ttAn Altemative approaches for City infrastructure to organize and operate arts and culture efforts will be explored during Task 3 and finalized in Task 5. An initiatives matrix outlining near, mid, and longer term action Items will Include critical paths, timelines, and responsibilities. Base Information As soon as possible or at minimum within two weeks prior to the project tdckoff meeting, the City will provide electronic copies of all previous studies outlined in the request for proposals and any additional information that would support our endeavor. The following computer files would be very helpful on CD's: • Downtown Master Plan (Adobe, GIS, and AutoCAD drawing files) • City GIS files (shape files etc... for base mapping purposes Including location of all public assembly spaces) • Aerial Photographs that may be more current than available on Google Earth Professional Consultants H3 Hardy Collaboration will serve as the prime contractor with sub -consulting services from Webb Management, Inc. Fees H3's services and costs, including those of our sub -consultant wit be provided for the fixed sum of Fifty Seven Thousand One Hundred Dollars ($57,100). Services will be billed on a monthly basis based on percentage of work complete. Digital delivery of all products will be made at the end of each task and include for the Client Manager's approval: • Executive Summary Memorandum of Findings (2 page and supporting graphics) • Power Point Presentation outlining all findings with annotated graphics, charts, and text. This document may be printed and bound as a report. Follow-up H3 maintains contacts with past clients providing Input as collaborative partners. Our interest is in Round Rock's successful implementation of the plan well after the project's completion and we will be available for consultation. Additional Services Additional services such as fundraising materials, presentation models, architectural renderings, additional special consultants, and services other than those outlined will be In addition to Basic Services as they have been outlined. Fees for these services will be developed in coordination with the Client and will not proceed without prior authorization. Schedule Upon signing of the contract we anticipate project completion four months from the Project Kickoff Meeting, Stakeholder Interviews, and facilities tour. Completion date may vary based on the holidays' affect on public participation and availability of Steering Committee members. The schedule requires a timely response to Task Findings by the Client Manager. Below are key events that are date sensitive and will require coordination and adjustment: - City Legal Department Finalizes Contract (October 28th) H3 Reviews - Council Meeting to Approve Contract November 11th /23rd - H3 will attend City Tour and Project Startup Background Meetings H' HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 677 6030 Fax 212 979 0535 www.h3hc.com - Project Steering Committee Kickoff Meeting 1 (Early of December) Stakeholder Interviews and Facility Tours - Steering Committee Meeting 2 (Early January) Community Coffee / Open House - Project Steering Committee Meeting 3 (Early February 2011) Community Visioning Workshop - Project Steering Committee Meeting 4 (End February 2011) Arts Roundtable Discussion - location TBD - Project Steering Committee 5 (Mid March) - Project Steering Committee Meeting 6 (End March) - Public Presentation (First of April 2011) We are very pleased to have worked through the project commencement understanding and will await receiving the contract from your legal department. Respectfully, John Fontillas, AIA, LEED AP, Partner H' HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 677 6030 Fax 212 979 0535 www.h3hc.com 31 August 2010 Proposal City of Round Rock Arts and Cufura in Public Spaces Strategic Plan and Implementation Guide Solicitation *10-02? Specification .10918.27 H3 HARDY COLLABORATION ARCHITECTURE, LLC in association with man iltent Proposal for Consultant Services to Create the Arts and Culture In Public Space Strategic Plan and Implementation Guide Solicitation Number: 10-027 Specification Number: 10-918-27 H3 Hardy Collaboration Architecture, LLC 902 Broadway, 19th Floor New York, New York 11201 t. 212.677.6030 John Fontillas, AIA, LEED AP, Partner t. 212.677.6030 x228 e. jfontiilas@h3hc.com Steven Stainbrook, AICP. Project Manager t. 212.677.6030 x246 e. sstainbrook@h3hc.com 31 August 2010 3 management ob ,S:Ctr Cath 31 August 2010 Joy Baggett Purchasing Department City of Round Rock 221 East Main Street Round Rock, Texas 78664.5299 Dear Ms. Baggett: H3 in partnership with Webb Management Services, inc., is enthusiastic in submitting our proposal for the City's Arts and Culture Strategic Plan and Implementation Guide. As a firm we have completed nearly 200 arts and cultural projects across the country, 20 in association with Webb Management, and 20 have been large -scaled strategic and cultural district master pians. Our office has completed 16 projects In Texas Including the Dallas Cultural Fadiities Master Plan and are currently completing a new facility and campus for the Botanical Research institute of Texas In Forth Worth. While experience has provided our team with a proven methodology, our process is such that results are a reflection of a community's unique sense of place. Based on our two-day visit to Round Rock, your informative pre-bid meeting, and review of previous studies it appears that the City's success has outpaced its arts and cultural life. In the fast 20 years Round Rock has shifted from a bedroom community for Austin to a place people work, live, and recreate. Pivotal to this has been a strong economic development program, convenient transportation access, attractive residential communities, and dose proximity to retail and entertainment services. Much of this activity has been on the far outskirts of downtown Round Rock and its historic core. Despite this decentralized development pattern the pedestrian friendly downtown area is an invaluable, Intact asset. There is an untapped communal spirit that we experienced at the Star Co. Coffee and Cafe over lunch and while attending a Sunday late afternoon performance at the Baca Center amphitheater. We concur with your 2010 Downtown Master Plan that sensitive, mbced-use Intal of the downtown and strategic development of 14 -acres of vacant land Is the right step towards creating a thriving town center core. Streets, parks, and public space with the presence of arts and culture are fundamental In making great communal places. There is tremendous opportunity to concentrate dispersed and makeshift performance venues like the Shoreline Church into a well connected cultural neddace within the approximate 900 -acre master planned core. The 30 -acre historic center and new development in the Southwest Main Street area provides a solid framework from which to extend a series of "public art events'. Distinct sub -centers from the Palm Valley Boulevard duster, through Brushy Creek. and down to the Union Pacific railway line could offer discrete themes or programs . Public Investment in a vibrant arts environment is criticai in bringing the town center concept to fruition, fol the city outpaced cultural gap, attract a competitive workforce, and ensure that Round Rode is a destination of choice. H3 HARDY COLLABORATION ARCHITECTURE, LIC 502 Broadway. 15th floor New Yak. NY 10010 1. 212.677.6030 www.h3hc.com :Vf Rf1 MANAGEMENT 350 Fifth Avenuo, Suite 4005 Now Yak. NY 10118 t. 212.929 5040 www.wehbmgmt.com Our team working closely with the city, Round Rock Ms Council, existing arts organizations, and with public input will provide an aggressive implementable set of near, mid, and longer term Initiatives. The action plan will evolve out of findings from an arts and culture inventory and a market scan of the existing cuttural community, estimated demand and leakage, and potential private -public development partnerships with art components. Our team will not limit estimates to the existing needs assessment, but also look to best practices in leveraging new demand taking into account growth trends and Round Rocks unique position in the region. We believe this challenging project can lead to outcomes that create civic pride, differentiate the city within the region, and guide sustainable economic development through the power of the arts. We would enjoy the opportunity to discuss this Important project with you. Respectfully, cilir6. /4.0.4••••••• John Fontlilas, AIA, LEE° Steve Stainbrook, AICP Partner Project Manager Team Organization 1. Round Rock Arta Counci Key Stakeholders J Community 7_ City of Round Rock [vr*naJ{ck1dYDmnersAss nasi Gly Manager -_ - _ _-- -� �H 3 / matt ' tent [Hugh Hardy, FAIL_ Arts Advisor John Fontlllas, AIA, LEER AP Partner -In -Charge Steven Stalnbrook, AICP Project Manager Eric Galipo, AICD, LEED AP Project Planner planning and design team 11 r Duncan Webb, CMC Principal -in -Charge Carrie Blake Project Manager Liz Bloomfield Project Planner cultural and economic planning tears H3 Project Understanding, Methodology, and Approach Ms Detntt, New Ha n. Comectictd Understanding the Assignment The City of Round Rock is requesting professional planning, design, and cultural consulting services in developing the Ms and Culture In Public Spaces Strategic Plan and Implementation Guide in supporting the clty's strategic vision to be the 'City of Choice`. While there have been recent successes with the Round Rock Area M Councils opening of ArtsSpace on East Main Street and a refined public grant mechanism for focal organizations, overall efforts to enhance the community's cultural experience have been fragmented. The Round Rock Community Choir, Sam Bass Community Theater, and Symphony will receive public financial support, but several key artistic groups did not meet guidelines or respond, exasperating the city's efforts. Penfoid Theater Company is currently presenting an abridged version of Shakespeare at the Round Rock Amphitheater, but their desire to lease vacant building space for a downtown theater has been slowed by a financial Impasse over fair value. Penick' is also Interested in eventually building a new facility near the multi- modal, mixed-use transit center as outlined in the 2010 Downtown Master Pian, but would require a significant fund raising campaign. The Strategic Plan and implementation Guide is intended to better coordinate efforts Ike these and coalesce ambitions of the arts community more effectively. it will assist the city In arriving at a formalized community vision through an extensive stakeholder outreach process in concert with the Round Rock Area M Council and potential pubic -private partnerships. The visioning process will be informed 13 f by understanding what differentiates the city physically and cutturalty, understanding the market, and providing best practices insight based on successes elsewhere. A clear action plan will be generated with near, mid, and longer term initiatives that respond to specific objectives generated from the overall vision. Ultimately, the pian Is to leverage arts and culture as a tool for economic and community development, while enhancing the quality of lite for residents end visitors. Methodology While our teams experience provides a proven methodology, our process allows for results that are a reflection of a community's unique sense of place. Both H3 and Webb Management firmly believe that 'one size does not fit all"; each project is viewed with a fresh set of eyes. We do not have all the answers. Every task outlined In the scope of services provided in this proposal will be filtered through 5 community elements In a cyclical and knowledge based process. The process relies as heavily on conversations as it does state-of- the-art data gathering and mapping techniques. A wide variety of community and stakeholder workshops include open houses, community coffees, Interactive planning sessions, surveys, and dynamic presentations with sophisticated graphic simulations. Above all our team starts each project by listening and forming a collaborative working relationship with our clients. The only thing certain with a strategic plan and implementation gulde is change, and the process must be flexible enough In making recommendations to encourage and allow for new opportunities as they arise. Frequent communication, access to a H3 project information web -based cloud, and frequent visits by our team are the norm. A few beliefs inherent in our methodology Include: • A strategic and implementation plan for cultural programming, events, public art, and facilities must understand how improvements In one area may affect the activities or operations of another. The plan must address the arts as a 'cultural system' that fosters synergy and artistic interaction while minimizing conflict and competition. METHODOLOGY We do not have all the answers. Every task Is filtered through 5 elements in a cyclical and knowledge based process. Understanding Ro nd. Flock ttpktt..( t Critical Issue + Trends Vision + A Alternative Synthesis - Action ieIan Arte lnira.truoturrr and Development Framsworlc H 3 14 • The arts must be seen as part of a larger mix of development program that add value, while enhancing the quality of life for residents and visitors. Creating successful places that are anchored by cultural and art institutions can facilitate public- private partnerships that would otherwise not be feasible. • The decision on what programs or facilities to support should be based on careful consideration of four key issues: (1) potential audiences; (2) likely uses and users; (3) how new programs, public art, or facilities relate to existing inventory in the region and, finally, (4) what benefits and Impacts new arts initiatives might have on their communities. • The study must be Inclusive, providing ample opportunities for key constituents to have a voice and role in the enhancement of existing facilities, and the development of new ones. Approach The services described in this qualifications package are based on an approach H3 and Webb Management have developed and employed successfully in a number of other communities. While development of Round Rock's artistic environment is at the core of this plan, achieving private sector interest will be a necessary tool to transform many of the objectives into a reality. Our team has significant experience not only creating successful places that are anchored by cultural and art Institutions, but also facilitating public private partnerships that implement these types of developments. The following are key pieces of that approach tailored for the City of Round Rock The development action plan initiatives should be aspirational, but also grounded in real estate, financial, and cultural market realities. The plan should also recommend strategies for local and regional cultural organizations to develop partnerships that will enhance and potential expand the economicc and financial opportunities that are currently available. • Successful cultural development must be sensitive to the existing fabric and integrate within the surrounding community. • The project must seek alignment of interest between the public sector's objectives and private -sector's interests in order to implement a successful partnership. • The case for arts and cultural facilities must address demand from audiences and facility users relative to the quality and supply of existing facilities. In addition, expanded facilities will make sense if the arts and culture are seen as a way for the region to achieve broader goals. Thus our first challenge is to understand demand and supply Issues, as well as the potential rote of the arts in community development. • Physical, operating and financial perspectives are critical and inter- related. The study must bring these perspectives to bear on the basic question of what facilities will best serve Round Rock and the region and how will they be sustained. • The process must be as Inclusive and open as possible, encouraging all voices to be heard. • The experience of other institutions, communities and organizations can help to build a compelling case on how to develop and operate cultural facilities, if understood against the particular qualities and character of Round Rock. • Our studies and reports are developed In close collaboration with our clients. On each visit to the community, we report on what we have learned to date and work with our client to understand the meaning and Implications of that research. • Studies are not Intended to sit on a bookshelf, but rather to be well - used guides and roadmaps for those charged with transforming ideas into reality. Scope H3 and Webb Management have custom tailored our proposed project scope based on those services requested and required deliverables. Based on our review of previous studies, the pre-bid meeting, and our two-day visit to Round Rock we suggest select additions, clarification, and an intensive series of 5 workshops and a minimum of 6 steering committee or project manager meetings. We suggest the study be organized into 5 tasks beginning in October of 2010 with completion in April of 2011. If the City finds it advantageous for an earner completion date our team is prepared to completed the study In 4 months. Prior to commencing work H3 will work closely with the city to refine the scope as part of the kickoff meeting. Based on our previous experience with projects of a similar nature workshops will be part of `Round Rock Days' where our team arrives on a weekday afternoon and departs the following evening maximizing our time on the ground. Our scope of services narrative has been kept brief with respect to the RFP's page limit and our detailed 15 schedule with task by hours matrix that appears at the end of this section. TASK 1: Existing Conditions 1.1 Review of Previous Materiais: A review of previous studies as outlined In Part 1 of the request for proposals will be made. In addition, our team will scan for arts related pians underway in adjacent municipalities and include recent data that has been assembled from our current work with the Long Center in Austin. Work underway in the Immediate region that may impact Round Rock's future plans will be noted. 1.2 Project Kickoff Meeting and Workshops: H3 and Webb Management suggest In addition to the Assistant Town Manager that a project steering committee be formed made up of elected officials and professional staff. The Round Rock Ms Council should be an integral part of any committee. Based on our findings in Task 1.1 our team will present a common elements analysis and key Issues that we believe most pertinent to the study. A final review and refinement of the project scope will be made, key events scheduled, and a system for dissemination of Information agreed upon. Stakeholder Interviews: Following the project kickoff meeting we will begin individual stakeholder interviews with representatives or cMc Leaders In the arts. One-on-one informal discussions will also be held with public officials and private development entities. Community 'Coffee' Open House: An Informational community open house will be held announcing the commencement of the arts and culture H3 r� H 3 study. Information will be provided via large-scale graphic panels describing the purpose of the project, expected outcomes, examples of similar projects. and a schedule. A sign -In sheet will be used to gather a list of interested community members for direct contact later in the project. Comment sheets will be organized Into specific topics to solicit early input. 1.3 Review: 1.31 Physical and Cultural Qifferer Batton: Based on findings in the 2010 Downtown Master Plan and our team's visual and mapping survey we will use the 3 elements of urban design: buildings, Infrastructure, and open space to articulate Round Rocks unique character and prevailing development patterns. Character zones will be defined base on historic building stock, density, block patterns, ground level uses, and circulation. As part of the this task community goals, benefits & impacts in the relative to arts and culture will be assessed. Community Goals. Benefits & impacts: Assess the potential Impacts and benefits of additional cultural activity and new and/or improved cultural facilities on Round Rock and the region as a whole. Determine how new initiatives can play a role In broader community goals, including such issues as downtown development, economic impact, educational opportunities and cultural tourism, and how these various relationships affect demand for (acuities and programs. J.32 Arta and Culture Inventory: Webb Management with H3 and the Gty of Round Rock's support will visit facilities, inteMew facility operators and users, 10 and conduct secondary research to create comprehensive Inventories for the communitys cultural resources, including facilities that regularly accommodate formai cultural activity. Detail will include size/capacity, physical facility features, program content, quality and other key aspects. We will utilize all of this Information to assess: o How existing facilities and resources support commercial and non-profit arts and business organizations. o How resources support audience participation and community Involvement. o How various types of gaps in the Inventories are limiting opportunities for activity, programming, teaching and audience participation. 1.33 Base Map Preparation: 1-13 will create a series of composite maps at a regional, city, and downtown scale using the city's GIS data, aerial maps, and those generated from previous studies such as the 2010 Downtown Master Plan. Base maps will be used throughout the project for analysis, 1.34 Prgli ig niy Market Scan: Based on our current experience In the region, as well as more detailed research and analysts specific to the Round Rock community, describe and understand the resident and visiting markets for arts and culture in the short, medium and long term in terms of market size and characteristics and potential relevant to cultural attendance and participation. Consider potential for community arts support in light of trends toward more participatory engagement. And evaluate the strengths and weaknesses of the market area based on research into national trends in arts participation. Cultural Maooing: Synthesize and consolidate existing and newly collected information on Round Rock's cultural resources to fit within a set of cultural asset categories. Examine this framework and geographically map resources to understand their relationship to each other and to a set of population and demographic characteristics. Examine the framework and discuss existing and potential cultural diversity in support of economic, social and community development. Demand Estimates: Meet with and survey local arts organizations, presenters. educators, and community leaders to assess their use of existing spaces and demand for arts and cultural facilities and related infrastructure and programs to support sector growth. Prepare an activity profile listing specific types and estimates of demand for space. 1.4 Steering Committee Mee pq: At the conclusion of Task 1 our team will meet with the steering committee to present our observations, garner feedback, and discuss next steps. Meeting minutes will be maintained by the City of Round Rock. 1.5 Memorandum of Findings: A two page memorandum of findings will be provided for Task 1 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 2: Arts and Culture Vision 2.1 Best Practices and Alternative Approaches: Drawing on our own experience In helping communities across the country more effectively support and enliven the arts our team will present specific case studies and a series of best practice principles appropriate for Round Rock. Our team will highlight various approaches to nurturing, creating, and implementing arts and cultural activity as discrete public protects, community based groups, nonprofit professional organizations, and as part of an integrated public-private development efforts. H3 and Webb Management have recently hosted and moderated major arts and culture symposiums attracting attendees with positions in arts leadership from around the country and will use them as a resource for this study. Comparable Cultural Communities: The team will identify communities similar In size and character to Round Rock that have successfully developed and supported creative economies and/or cultural activities and programs similar to those recommended. Specifically discuss partnership strategies that have led to sustainable cultural development and facility operation. Also describe faciltttes comparable to recommended facility concepts in similar regions around North America, Including information about size, components, location, cost and keys to success, to inform and validate the choices being made for Round Rock. 2.2 Potential Funding Sources: Our team is adept at identifying potential funding sources at the federal, state, county, and local levels. H3 as an internationally -renowned architectural, historical preservation and urban design firm that focuses on public and cultural buildings, Including development of arts inspired open spaces. corridors, and districts will use its experience in 17 0 assisting clients with significant private sector fundraising efforts as part of this 10 year plan implementation guide. Our team will draw upon experience in developing complex strategic arts and cultural plans that have secured funding and generated economic and real estate development. 2 3 SWOT Analysis: Based on findings in Task 1, best practices, and review of potential funding sources,143 and Webb Management will conduct a strengths, weaknesses, opportunities, and threats matrix 10 assist in guiding the visioning process. Based on the analysis describe opportunities with potential to develop and sustain arts and culture In Round Rock, Including facilities within that discussion. If appropriate. comment on facility needs and improvements necessary to serve the Round Rock constituencyin the short, medium and long tenni. Include detailed recommendations on sizes, capacities, key components, levels of flexibility and activity to be supported by facilities. Then prioritize opportunities in terms of demand and supply issues and the broader goals of the community. 2.4 Protect Steering Committee Wang: A presentation of findings to date In Task 2 will be made followed by a working session to finalize materials for the Issues and Concerns Public Workshop. 2.5 Public Workshop: Issues and Concerns / Needs and Preferences: A two part community workshop will be held with a brief overview of our team's findings to date and the *state of the arts' In Round Rock. The second half of the public forum will be dedicated to better understanding the general H 3 H3 public's issues, concerns, needs. and preferences. 2.6 Draft Vision Statement: Based on findings above and working closely with the Assistance City Manager, Project Steering Committee, and the Round Rock Arts Council, our team will draft an overall vision statement for strengthening and expanding the arts in public spaces and as a tool for leveraging the private sector's interest in providing cultural related amenities. The vision will be grounded in the belief that reinforcing Round Rock's unique sense of place through creative environments Is critical In differentiating It from adjacent communities. The overall vision will be supported by areas of focus accompanied by annotated reference images, mapping, and graphics. 2.6 Arts and Culture Menu (Objectives). A menu o1 programs, events, public art, planning strategies, and facilities development win be created that best support the vision. The menu will include a range of objectives necessary to achieve the vision. 2.8 Memorandum of Findings: A two page memorandum of findings will be provided for Task 2 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 3: Draft Action Plan - Initfatives 31Gan Analysis• identify gaps. it any, between existing and/or trending Conditions and objectives In Task 2. Our team with support of the City will more closely examine potential 18 shortcomings that would hinder successful implementation such as infrastructure, linkages, financing, timing, organizational capabilities, political dynamics, and physical limitations. 3.2 Stakeholder Workshop: 'Arts and Development Roundtable' Art and cultural leaders will be invited to gather as a follow-up to our Task 1 Interview Process and discuss as a group our findings, draft vision plan, and potential ways to close or ease gaps in achieving the supporting objectives. 3.3 State Premise for Nan -owing Gaps: Certain objectives supporting the overall vision may fall beyond the outlook of this strategic plan and Implementation guide given existing conditions and trends. Based on input from the city, key stakeholders, and the public, planning efforts or initiatives outside the realm of "arts and culture' may be required to provide the necessary conditions for gaps to be tilled. A premise for each of these should be developed and included as part of the Action Plan. 3.4 lnitiativ�ea: A matrix of initiatives will be prepared organized In near, mid, and longer term timeframes will be drafted. Actions items may include public policy. events, programming, public art, attractions, master plan concepts, and facilities. Operating Scenarloa: Identify, describe and evaluate ownership, operating and management models that may be used to manage facilites and programs identified as top priorities within the plan. Consider options such as management from within a public infrastructure, leasing venues to exclusive or non-exclusive facility operators, and developing new entitles or partnering with local nonprofits or commercial entities to management programs or facilities. Address governance structure, public level of input and oversight, and relevant Issues such as community access, scheduling and public events. Funding: Develop a preliminary strategy to raise funds for the Implementation of near, mid, and Longer term initiatives recommended in the action plan. Identity potential financial sources from local and regional government, federal government, corporations, foundations and Individuals for Administration, programming, events, construction and continuing operations of existing and new facilities with the possibility of a cultural district. Offer preliminary guidance on the creation of a funding plan, and how to use the study as a fundraising tool. 3.5 Project Steering Committee Meeting: A draft version of alternative action plans with near, mid, and longer term initiatives will be presented at the steering committee meeting. 3.6 initiatives Concept Planning imagery and.Mapping: A preliminary graphic mapping and supporting imagery will be provided in support of the action plan matrix. 3.7 Memorandum of Findings: A two page memorandum of findings wilt be provided for Task 2 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 4: Action Plan Evaluation 4.1 Action Plan Evaluation Criteria: A final evaluation of the action plan (near, mid, and longer term initiatives) will use criteria that includes community fit, demographic appeal In attracting such segments as the ''creative class', technical parameters, cost, timing, and the ability to measure projects' effectiveness. Economic Impact: Forecast the economic Impact of new and enhanced facilities, as well as a potential cultural district, including the impacts of construction, operation and ancillary spending associated with attendance related to programming, public arts, events, public policy, and facilities.. Estimate the direct and indirect Impacts of initiatives on the Round Rock market area, Including outputs, increased earnings and employment. (with assistance from the City of Round Rock) 4.2 Project Steering Committee Meeting: Present findings of action plan evaluation and finalize initiatives to appear In action plan. 4.3 Refine Action Plant: Based on the evaluation process and Input from the steering committee complete final revisions to the action plan. TASK 5: Recommendations 5.1 Executive Summary 5.2 initiatives Mapping and Concept 5.3 Project Steering Committee Meeting: Review final action plan, supporting graphics. concept imagery, and discuss presentation of final plan to the public. 19 r!� 5.4 Community Outreach - Public Presentation: Host a final public meeting presenting an executive summary version of the plan supported by graphics and anticipated outcome scenarios. 5.5 Fuli Report: A full report will be issued by 11 April 2011. H3 s 0 Z 0 1 H3 1 1. 1.3 1.3 1. 1. 1. 1- 2. 2. 2. 2. 2. 2. 2. 2.8 Consulting Team H3 Hardy Collaboration Wobb Managornont Tasks 11 d i Hours iI 0 Task 1 Existing Cuuailrons 1 Review Previous Initiativss and Studio's 2 Project Kickoff Mooting 1 2 6 a 16 �....--- _....__12 .------._---, 24 24 ----- . ..... ..—_.. 24 2 I _ 2 __- _- _---- t 8 3 1 Review and Rothe Scope as Necessary Community Outreach 1: Stakeholder interviews • Community Outreach 2: "Coffee" Open House • 3 REVIEW 1 Physical and Cultural Dlffersnttafon Buildings, tnhasalUdure, and Open Space .. 1 -_. .___. 1 —___---. Community Cheraderand .latrkts ---____- --_--! _---_—_._ Development and Population Patteml\ Community Ooalss jenelNs & lmpadsi 2 Arts And Culture inventoryAvith City assistance) Downtown and Mester Plan Roundel), --_ _._ ....:_ __— i4 Round Bock city Limas —^ -- PublicEvents f6 3 Base Map PtspuatP assistance) 1 24 --- --- 24 - 24 4 Preliminary Market Sun ♦ Ms end Cultural Conxmnily_Cheradedstics 3 Estimated Audience Demand end Leakege Compkmentary Uses Enhanced by the Ms1 40 . Estimated Dernend for Fealty User 1 Users Potential De • , - P . • s with M -_ 4 -- 1 Pr. oct Steorine Commlttoa Mootln 2 4 12 I Memorandum of Fin • • s 1 Ta':k 2 Arts arra Cuituro Vision 1 Best Pr!tV ! and Altenfathre ApproaChee 2 18 8 Rendlmarking • Casa Studies Ms as an Economic Development Tool Arts and Cultural Growth Strategies Anchor Venue(s), District. Dispersed, andfor Hybrid Models ' Potential Funding Sources-. 4 8 e 2 a I SWOT Ana ale • 2 12 8 2 Pro act Steering Committee Mootln, 3 4 8 3 Community Outreach 3: Public Workshop • Issues and Concerns Needs end Preferences Draft Vialon Statement 2 4 16 10 1 Renforoe Round Rock's Unique Sense of Place Arttatate Focus Arts end Culture Menu Objeetivast 2 4 12 1 24 2 1 4 Memorandum of Findings 20 3.0 Tasks 11 Task 3 Draft Action Pini (lotliativus) 31 Gap Anatysls: Iderdi' fy gaps, If any, batmen **Una f . trending conditions and objectives in Task 2. Such as. 2 4 Inkastructure and (Alums Financial and Timing Organizational and Poltkat Physical UmaMons,. 3.2 Community Outreach 4: Arts Roundtable • 3.3 State Premise for Narrowing Gaps inftlatIves: Public Policy, Events, Programming, 3,5 12 Public M, Attractions, Facilities 3.0 3.7 4.0 4.1 4.2 4.3R. 5.0 5.1 Exsoutfvo SumnanY 52 fittlistlyssfAiMpIng and Concept Intazory ro oct Stoortn Committoo tolootinc 4 Near Term Medium Tann et Tenn 4 15 2 inillativse Concept Planning Imagery Ind f41101/inS Ms wham of•FIndIn Om Criteria ConntmltyfItnd ChirSet Demographic Appeal such as attracting the *Calalls'e 0111311` Technical No11031044 EtP00012,000001. Costs, Fundlrogi and FltAaAtg Abp lo Measure 2 ro'oct Stoorin CommIttro Meotin 3 5.3 Pull RI ro oct Stearin Committoo Mooting 6 Community Outtaaohd: Public Prearintation • 2 Total Labor Hours 32 Not To Exceed Total Project Cost • indicates with Clty 'madams 16 24 4 6 32 4 16 24 21 a 268 474 3 3 skeeelo it 34 118 Cr memorandum to: Cindy Deniers, Assistant City Manager, City of Round Rock from: Carrie Blake, Webb Management Services regarding: Arts & Culture in Public Spaces Master Plan: First Visit Preparation date: October4. 2010 cc: Steve Stainbrook & John Fontiltas, f-13 Hardy Collaborative Architecture Preparation for Initial Interviews and Site Visits The foltowing memo outlines the process that wilt kick-off our work for the City of Round Rock: interviews and facility tours. This document should help you and your staff prepare for and facilitate our first visit While we will help however we can. we have learned through trial and error that the administration of our schedule is best left to a locat person in order to encourage strong participation and to ensure attention is paid to whom and where it should be. Purpose of Interviews The purpose of the visit is to collect key information from organizations, existing facilities, individuals and community groups that will enable us to provide a thorough and accurate assessment of the current and future needs and opportunities for Round Rock's arts and cultural community. The interviews will be informal and confidential. Identifying Interviewees The first step is to develop a list of the proper groups and individuals to interview. The key is to identify a broad group of potential interviewees who have a stake or great interest in the past, present and future of the arts and cultural community in Round Rock and the surrounding area. We woutd like to meet with: * Any and alt arts and culturat organizations and program providers or those may help us assess current arts attendance patterns, programming, and related activity in Round Rock and the immediately surrounding region; * Those familiar with the levet of community and funding support for the arts and culture in Round Rock, Travis and Williamson Counties. * Any other key people who ought to be involved in the project such as potential funders, community educators. business and community leaders, political leaders, etc.; * Operators of arts and cultural facilities or attractions in Round Rock and nearby areas; and building creativity Empire State t3uiding+350F+fth.Atienue.Suite 4005 NY .0118 t.212.029.5ut} f 2I7.929 5954 weeturyn.org CD * City staff or leadership who might speak to the project as a whole, inctuding larger goats and constraints. More specifically, possible categories of groups/individuals to explore during brainstorming include the following: a� Representatives of any arts organizations that produce or present professional or participatory programming in Round Rock and the surrounding area such as the Round Rock and Williamson County Symphonies, Round Rock Community Choir & Band, the Penfold Theatre Company, the Sam Bass Community Theatre, and the Main Street Quilt & Thread Guild; �k Cultural facilities managers inctuding representatives from ArtSpace, managers of school auditoria that are able to be used by the public and City representatives that program or coordinate use at the Baca Center & Amphitheater and other public spaces; �k Any managers or creators of public art programs and site-specific installations and exhibitions; �k Commercial promoters, including anyone bringing touring activity to Travis and/or Williamson County; * Representatives from any cultural service organizations such as the Round Rock Arts Council; �k Representatives of the Round Rock Convention & Visitors Bureau and any other tourism organizations or tourist or cultural destinations Eike the Palin House Museum; # Representatives from relevant community organizations, including ethnic/church groups, youth groups, service clubs, community associations, such as the YMCA Art & Education Program and the Et Amistad Club; rx Public educators such as Superintendents and/or leaders of art programs in local public schools; �k Key business or industry leaders; �k Etected or appointed officials; # City staff, inctuding those from economic development and planning offices who can help us understand how the face of Round Rock and the region are likely to change in the coming years; z� Outstanding/interested individuals who have made a contribution or who have in-depth history with the community; ax Those who may OPPOSE further City support of the arts and culture )all voices should be heard). Site Visits We wilt also need to tour sites and facilities where local and regional arts and cultural activity takes place in order to gain a sense of the cultural opportunities avaitable within the area and of the private and public spaces that are used by local arts groups. Facility visits should be arranged in advance to ensure that the doors wilt be open, the lights will be on and someone will be there to walk us through and answer any questions. Proper allowance for travel time should be included in the schedule. Page 2 core, Interview Invitation and Preparation Each person or group invited to interview should receive a call, letter or email informing them about the planning process and explaining the need for the planning team to receive input and information by way of personal interviews. The invitation should also include how the interview will be conducted (informal, confidential), the type of information wilt be discussed (listed below) and that any and -alt input is welcome. Promptness should be encouraged. Following is a sample of a letter/email that might serve as an introduction. Dear The City of Round Rock has hired H3 Hardy Collaborative Architecture and Webb Management Services to develop a comprehensive ten-year strategic and implementation plan for Arts & Culture in Public Spaces. Representatives of the consulting team will be in town on Mal for interviews with a range of constituents, including tocat performing and visual artists, representatives from arts organizations, City staff and leadership, educators, business leaders and other community constituents. The purpose of the interviews is to collect information that will enable the consultants to understand the current state of arts and culture in Round Rock and the region, identify opportunities and suggest the role of the City in supporting arts and cultural development. We would be most grateful if you or a representative of your organization might be available to participate in these interviews. Someone from our office will be in touch over the next several days to see if we might include you in the schedule. Alt interviews will last 30 minutes and will be informal and confidential. Best regards, tqraNfiliiiMeNatta We will likely ask each interviewee about their organizational background. areas) of expertise and questions about their thoughts and perceptions around the future of the arts and cultural community in Round Rock. Other questions of topics of conversation might include the following: �k Characteristics of Round Rock and a community and its position within the Austin regional market; # Nature of involvement and background in the arts and culture in Round Rock and elsewhere; �k Perceptions, strengths and opportunities around arts and cultural offerings; and �x Possibilities for partnerships and engagements. Interview Logistics Oar.;1'J1I Thirty minutes is sufficient for most organizations and individuals. If there are a few individuals that seem to go together, they can be scheduled during the same time slot. Interviews should be scheduled in succession without breaks in between, though an hour should be set-aside for lunch. It would be hetpfut if all interviewees can be received and made to feel comfortable in advance of the interview. Our office should be supplied with lists of interview times in advance of the visit. This should include the names, organizations, phone numbers, and email addresses of those being interviewed. Some care should be taken to ensure that those groups most relevant to this particular study receive scheduling priority. If there are any groups or individuals who cannot meet during this initial visit, we wilt reach out to them via phone and/or email surveys. Although it would be most efficient for the majority of the interviews to take place in one central location, when appropriate or necessary, we can travel to the offices or workplaces of interviewees. It we need to travel between locations, please be sure that ample travel time is set aside within the meeting schedule. Additional Information Required Prior to the first visit, it would be helpful to receive any and ail available information relevant to the project. This may include: * * Round Rock Convention and Visitors Bureau Tourism and Marketing Ptan; Background on arts and cutturat funding policies and history via the Hotel Occupancy Tax; ACT 2005 strategic plan and 2008 follow up study; Any current demographic or trend data; and Any additional reports on tourism and other local and regional economic indicators. We're looking forward to this visit! Please don't hesitate to contact us at any time with questions. Page t. 1 0 ; SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 CITY OF ROUND ROCK REQUEST FOR PROPOSALS FOR CONSULTANT SERVICES TO CREATE THE ARTS AND CULTURE IN PUBLIC SPACES STRATEGIC PLAN AND IMPLEMENTATION GUIDE PARTI GENERAL 1. PURPOSE: The City of Round Rock Is pleased to invite consultants to submit proposals for developing a comprehensive ten-year strategic plan and implementation guide that shall define the role of the City of Round Rock in supporting arts and culture in public spaces to accomplish the City's broader goals. The purpose of the plan is to provide a "roadmap" for the City in pursuing this segment of the strategic vision to be the City of Choice for residents, businesses, entrepreneurs, and visitors. A key element of this vision is the development of the area's artistic and cultural environment to further enhance the quality of life in Round Rock. Recent economic trends clearly demonstrate that local economies depend greatly upon the creative and intellectual capital of their citizens. To cultivate this capital, the City needs to nurture the artistic climate in public spaces that will attract a creative and diverse workforce and to ensure that all residents have access to arts and cultural activities. To enable this directive, the City seeks a clear set of priorities, a step-by-step action plan and schedule that can be supported through policy and a commitment of City resources, 2. BACKGROUND: The City of Round Rock, Texas, with a population of 150,000, to include those residents living Just outside the City limits, is located 15 miles north of Austin in the Central Texas Hill Country. This location places the City within three hours driving time of ninejy percent of the population of the State of Texas. The City has experienced tremendous growthuer the past ten years, is home to a number of major employers and Is scheduled for a 2060 build -out of 300,000 residents. The Round Rock community has a vibrant higher education sector, including Texas A&M Health Science Center, Texas State University and Austin Community College. The Art institute of Austin and many other arts organizations are also located in Round Rock. Until now, the City, has had no comprehensive strategic plan for the development of arts and culture in public spaces. The City's General Pian, Library Plan and Parks and Recreation Plan contain elements of arts and culture support. Many additional efforts have been undertaken to lay the ground work for expanding arts in the community. Those efforts include: 2.1 2003 — Convention and Visitors Bureau commissioned a Tourism and Marketing Plan. 22 2006 — ERA Completed an Event. Facilities Assessment, to include a feasibility study for a Performing Arts Center, Convention Center, Special Events Center and others. 2.3 2007 — Task Force to Encourage Philanthropy for Arts and Cultural Activities in Round Rock presented a report with key conclusions to the Round Rock City Council. 2.4 2009 — Round Rock Area Arts Council formed and commissioned an informal citizen survey on the arts. 2.5 2009 — Round Rock City Council adopted an overall strategic plan for the City which includes expanding and strengthening arts and cultural activities In the community as one of 39 goals. Page 1 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 2.6 2009 — Historically the City has been allocating 1% of the Hotel Occupancy Tax to support the arts and now has refined its purpose and criteria for the disbursement of those funds. 2.7 2010 — Round Rock Area Arts Council remains active and opened the ArtSpace, a community gallery in Downtown Round Rock. 2.8 2010 — Round Rock City Council adopted a Downtown Master Plan with a vision for downtown to become an attractive place for residents and visitors and a center for cultural activities. The plan includes potential sites for a theatre and insights into historic preservation. 3. DEFINITIONS: The following definitions will be used for identified terms throughout the specification and bid document: 3.1 Arts and Culture — Includes all forms of artistic and cultural expression to include visual and performing arts. 3.2 Agreement —A mutually binding legal document obligating the Vendor to furnish the goods, equipment or services, and obligating the City to pay for it. 3.3 Bid/Proposal/Offer/Quote — is a complete, properly signed response to a Solicitation that if accepted, would bind the Offeror to perform the resulting contract. 3.4 Offeror/Bidder/Respondent — Identified throughout this specification shall describe persons and entities that consider themselves qualified to provide the goods, equipment or services. 3.5 Com— Identifies the City of Round Rock, located in Travis and Williamson Counties, Texas. 3.6 Goods — Represents materials, supplies, commodities and equipment. 3.7 Piggyback Contract — A term used to Identify contract/agreement or purchase order that has been competitively bid in accordance with State of Texas statutes, rules, policies and procedures and have been extended for the use of state and local agencies and active State of Texas CO-OP entitles. 3.8 Purchase Order — is an order placed by the Purchasing Office for the purchase of Goods or Services written on the City's standard Purchase Order form and which, when accepted by the Offeror, becomes a contract. The Purchase Order is the Offeror's authority to deliver and invoice the City for Goods or Services specified, and the City's commitment to accept the Goods or Services for an agreed upon price. 3.9 Services —work performed to meet a demand. The furnishing of labor, time, or effort by the vendor and their ability to comply with promised delivery dates, specification and technical assistance specified 3.10 Subcontractor Any person or business enterprise providing goods, labor, and/or services to a Vendor if such goods, equipment, labor, and/or services are procured or used in fulfillment of the Vendor's obligations arising from a contract with the City. 3.11 Vendor — (Sometimes referred to as Contractor, Consultant) a person or business enterprise providing goods, equipment, labor and/or services to the City as fulfillment of obligations arising from an agreement or purchase order. 4. COMPENSATION: Consultant teams shall prepare and submit an estimate for their services based on an assessment of the Scope of Work detailed in this Request for Proposal. Page 2 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 5. CONFLICT OF INTEREST: Effective January 1, 2006, Chapter 176 of the Texas Local Government Code (House Bill 914) requires that any vendor or person considering doing business with a local government entity disclose the vendor or person's affiliation or business relationship that might cause a conflict of interest with a local government entity. The Conflict of Interest Questionnaire form Is available from the Texas Ethics Commission at www.ethics.state.tx.us. Completed Conflict of Interest Questionnaires may be mailed or delivered by hand to the City Secretary. If mailing a completed form, please mail to: City of Round Rock City Secretary 221 East Main Street Round Rock, Texas 78664 Any attempt to intentionally or unintentionally conceal or obfuscate a conflict of interest may automatically result in the disqualification of the vendor's offer. 6. CLARIFICATION: For questions or clarification of specifications, you may contact: Joy Baggett Purchasing Department City of Round Rock Telephone: 512-218-6682 jbaciaettCccound-rock.tx.us The individual listed above may be contacted by telephone or visited for clarification of the specifications only. No authority is intended or implied that specifications may be amended or alterations accepted prior to bid opening without written approval of the City of Round Rock through the Purchasing Division. All questions regarding the RFP shall be submitted in writing by 5:00 p.m. on August 18, 2010. A copy of all the questions submitted and the City's response to the questions shall be posted no later than August 20, 2010 on the City's webpage, htta://www.roundrocktexas.gov/home/index.aso?nage=463. Questions shall be submitted to the City contact named above. 7. EX PARTE COMMUNICATION: Please note that to insure the proper and fair evaluation of a bid, the City of Round Rock prohibits ex parte communication (e.g., unsolicited) initiated by the Offeror to the City Official or Employee evaluating or considering the bids prior to the time a bid decision has been made. Communication between Offeror and the City will be initiated by the appropriate City Official or Employee in order to obtain Information or clarification needed to develop a proper and accurate evaluation of the bid. Ex parte communication may be grounds for disqualifying the offending Offeror from consideration or award of the bid then In evaluation, or any future bid. Page 3 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 PART It INSTRUCTIONS 1. PROPOSAL SCHEDULE: It is the City's intention to comply with the following proposal timeline: 1.1 Request for Proposals released August 2, 2010 1.2 Non -mandatory pre -proposal conference August 23, 2010 2:00 PM City of Round Rock Council Chambers 221 E. Main Street Round Rock, Texas 78664-5299 1.3 Deadline for questions 1.4 City responses to all questions/addendums 1.5 Responses for RFP due by 3:00 p.m. 1.6 Oral Presentation (if selected) 1.7 Award to Vendor and Executed Contract 1.8 Strategic Plan Completion Goal August 25, 2010 August 27, 2010 August 31, 2010 September 13 — September 17, 2010 October 14, 2010 April 30, 2011 The City reserves the right to modify these dates at any time with appropriate notice to all prospective Respondents. 2. PROPOSAL DUE DATE: Signed and sealed proposals are due no later than 3:00 P.M., August 31, 2010. to the Purchasing Department. Mail or carry sealed proposals to: City of Round Rock Purchasing Office 221 E. Main Street Round Rock, Texas 78664-5299 2.1 Proposals received after this time and date will not be considered. 2.2 Sealed proposals shall be clearly marked on the outside of packaging with the RFP title, number, due date and "DO NOT OPEN". 2.3 Facsimile or electronically transmitted proposals are not acceptable. 2.4 Late Proposals properly identified will be returned to Respondent unopened if return address is provided. 3. PROPOSAL SUBMISSION REQUIREMENTS: To achieve a uniform review process and obtain the maximum degree of comparability, the proposals shall be organized in the manner specified below. Proposals shall not exceed twenty (20) pages In length (excluding resumes, title pages(s) and index/table of contents, attachments or dividers). Information in excess of those pages allowed will not be evaluated. One page shall be interpreted as one side of a double-spaced, printed, 8'/" X 11- sheet of paper. Submit one (1) unbound original and twelve (12) bound copies of proposal. It is recommended that proposals not be submitted In ringed binders or metal spirals to conserve cost for both the Respondent and the City. Once submitted the proposals become the property of the City. Page 4 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2,2010 3.1 Title Paae (1 page) Show the RFP title and number, the name of your firm, address, telephone number(s) name of contact person and date. 3.2 Letter of Transmittal (1 page) 3.2.1 Identify the RFP project for which proposal has been prepared. 3.2.2 Briefly state your firms understanding for the services to be performed and make a positive commitment to provide the services as specified. 3.2.3 Provide the name(s) of the person(s) authorized to make representations for your firm, their titles, address, telephone numbers and e-mail address. 3.2.4 The letter of each proposal shall be signed in permanent ink by a corporate officer or other individual who has the authority to bind the firm. The name and title of the individuals(s) signing the proposal shall be clearly shown Immediately below the signature. 3.3 Table of Contents (1 page) — Clearly identify the materials by Section and Page Number. 3.4 Proposal Narrative 3.4.1 Previous Performance/Experience 3.4.1.1 Provide detailed information on experience with providing arts and culture planning services as described in the Scope of Work. 3.4.1.2 Provide a representative list of projects of a scale and complexity similar to the project being considered by the City. The list shall include the project location, client, services provided by your firm for the project, term of services and an owner contact name. 3.4.1.3 Provide at least three references for which your firm has provided the same or similar services. Include a point of contact, current telephone number and a brief description of the services provided. Any negative responses received may result in disqualification from consideration for award. Failure to include references with submittal may result in disqualification from consideration for award. 3.4.2 Key Prosect Staff and Sub -consultants 3.4.2.1 identify key project staff, task leaders and sub -consultants along with their expected services to the City for the scope of work on behalf of the firm. Resumes shall be included for each of the Individuals and sub - consultants referenced which demonstrate their qualifications to satisfy all the critical and service requirement areas. The City reserves the right to approve or disapprove all sub -consultants prior to any work being performed. 3.4.3 Available Resources and Consultant Location 3.4.3.1 Provide information on size, resources and business history of the firm. 3.4.3.2 Provide information on personnel resources available to your firm, which Indicates that you have access to the services necessary to perform the work in the time available and within the required standard. 3.4.3.3 Describe the firm's location where the primary services are to be provided and the ability to meet in person with City personnel when required during the performance of the Contract. Page 5 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 3.4.4 Proiect Understanding. Methodolow and Approach 3.4.4.1 Consultant shall demonstrate a thorough knowledge and understanding of arts and culture planning detailed h the Scope of Work. This understanding shall contain an explanation of the consultant's methodology and approach for creating the City's strategy and implementation guide. 3.5 Samples of Work — The Respondent shall provide samples of work to demonstrate their capacity for delivering the necessary components contained within the Scope of Work. 3.6 Sample Standard Contract — Respondent shall include a copy of the firm's standard contract to include standard budget and pricing for services, terms, conditions and estimated timelines. 4. DISCLOSURE OF LITIGATION: Each Respondent shall include in its proposal a complete disclosure of any civil or criminal litigation or Investigation pending which involves the Respondent or in which the Respondent has been judged guilty. 5. CONFIDENTIALITY OF CONTENT: All proposals submitted in response to this RFP shall be held confidential until a contract Is awarded. Following the contract award, proposals are subject to release as public information unless the proposal or specific parts of the proposal can be shown to be exempt from the Texas Public information Act. Respondents are advised to consult with their legal counsel regarding disclosure issues and take the appropriate precautions to safeguard trade secrets or any other proprietary information. The City assumes no obligation or responsibility for asserting legal arguments on behalf of potential Respondents. 5.1 If a Respondent believes that a proposal or parts of a proposal are confidential, then the Respondent shall so specify. The Respondent shall stamp in bold red letters the term "CONFIDENTIAL' on that part of the proposal, which the Respondent believes to be confidential. Vague and general claims as to confidentiality shall not be accepted. All proposals and parts of proposals that are not marked as confidential will be automatically considered public information after the contract is awarded. 6. CLARIFICATION OF PROPOSALS: The City reserves the right to request clarification or additional information specific to any proposal after all proposals have been received and the RFP close date has passed. 7. PROPOSAL PREPARATION COSTS: All costs directly or indirectly related to preparation of a response to this solicitation or any oral presentation required to supplement and/or clarify a proposal which may be required by the City shall be the sole responsibility of the Respondent. 8. BEST VALUE EVALUATION AND CRITERIA: Responders may be required to make an oral presentation to the selection committee to further present their qualifications. These presentations will provide the responder the opportunity to clarify their proposal and ensure a mutual understanding of the services to be provided and the approach to be used. All proposals received shall be evaluated based on the best value for the City. In determining best value, the City may consider the following: 8.1 Purchase price and terms; 8.2 Reputation of bidder and of bidder's good and services; 8.3 The quality of the bidder's goods and services; 8.4 The extent to which the goods and services meet the City's needs; 8.5 Bidders past relationship with the City; 8.6 The total Tong -term cost to the Municipality to acquire the bidder's goods or services; Page 6 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 8.7 Experience and qualifications; 8.8 Work Samples; 8.9 Methodology and approach; and 8.10 Any relevant criteria specifically listed in the solicitation. 9. CONTRACT NEGOTIATIONS: 9.1 Review all proposals and determine which Proposers are reasonably qualified for award of the contract. 9.2 Determine the Proposer whose proposal is most advantageous to the City considering the evaluation criteria. 9.3 Attempt to negotiate with the most responsive Proposer a contract at fair and reasonable terms, conditions and cost. 9.4 If negotiations are successful, enter Into a contract or Issue a purchase order. 9.5 If not successful, formally end negotiations with that Proposer. 9.6 Select the next most highly qualified Proposer and attempt to negotiate a contract at fair and reasonable terms, conditions and cost with that Proposer. 9.7 The City shall continue this process until a contract is entered Into or all negotiations are terminated. 9.8 The City also reserves the right to reject any or all proposals, or to accept any proposal deemed most advantageous, or to waive any irregularities or informalities in the proposal received. PART ill SPECIFICATIONS 1. SCOPE OF WORK: The City of Round Rock is seeking proposals for developing a comprehensive ten-year strategic plan and implementation guide that shall define the role of the City of Round Rock in supporting arts and culture in public spaces to accomplish the City's broader goals. Respondents shall be responsible for, but are not limited to carrying out the following tasks: 1.1 Review existing City arts and culture assessments and plans to include those listed in Part I of this RFP. 1.2 Define and formalize the community vision and the City's role in supporting and developing arts and culture in public spaces to support the City's broader goals. The City's strategic plan can be viewed on the City's website at: htto://www.roundrocktexas.gov/docs/strategic olan09.Ddf 1.3 Identify issues and roadblocks and gather project Ideas via solicitation of public input from the community. This may include facilitation of public forums including open house(s) for general public and group meetings with existing art and cultural groups, individual artists, and/or a citizens survey (potentially in coordination with the Round Rock Area Arts Council). 1.4 Indentify long and short-term funding strategies for programs and required facilities. Include best practices of other successful communities, strategies of benchmark cities and a menu of options applicable to Round Rock. 1.5 Develop a project action plan to Include types of events, attractions and programs and coordinating service delivery plan utilizing City resources and Infrastructure using data Page 7 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 gathered from 1.3 above. Plan shall prioritize actions based on long-term and short-term needs. 1.6 Outline City department or organization primarily responsible for each program and staff support necessary to manage each. 1.7 Develop a set of criteria for needs assessment for each strategic plan program to include, at a minimum: 1.7.1 Estimated design, construction and operating costs of said projects, 1.7.2 Funding and financing sources required and available by law. 1.7.3 Anticipated economic benefits from said programs. 1.7.4 Methodology for monitoring and measuring the effectiveness of adopted programs. 1.7.5 Present the results and recommended programs in a public forum and facilitate discussion and review of those recommendations with all stake holders to Include Round Rock City Council, Department Directors, Round Rock Area Arts Council, and members of the general public. 2. PROJECT COORDINATOR: All work performed will be supervised and verified by the City representative(s) noted below. Cindy Demers Assistant City Manager Office: (512)218-5435 cdemerseilround-rock.tx.us 3. DELIVERABLES: The successful Respondent shall be responsible for, but not limited to generating and providing the following in a Summary Report for The Round Rock Arts and Culture in Public Spaces Strategic Plan: 3.1 Identify what sets Round Rock apart from other Central Texas cities. 3.2 Articulate, based upon community Input, the community's vision for the arts and culture In public spaces directive. This vision shall define our region's arts and culture niche and build on Round Rock's sense of place. 3.3 Define the role of the City of Round Rock in supporting arts and culture in public spaces. 3.4 Synopsis of community input functions and feedback received. 3.5 Program outline that will support the vision and include a prioritized list of programs and implementation strategy. 3.6 Recommend City resource allocation. 3.7 Identify City department or organization(s) primarily responsible for each program. 3.8 Statement with statistical back-up on the impact of arts and cultural programming on tourism and economic development. 3.9 Internal Strength, Weakness, Opportunity and Threat (SWOT) Analysis on the community's arts and cultural issues with action plan to capitalize on strengths and address weaknesses. Page 8 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 3.10 Map and list of inventory of existing arts and cultural venues. (With assistance from City staff.) 3.11 Map and list of facilities and sites potentially available for arts and cultural enterprises. (With assistance from City Staff.) 3.12 Best practice recommendations for garnering private investment. 3.13 Identify opportunities and entities for Public/Private Partnerships. Provide implementation strategies supported by best practice examples. 3.14 Recommend applicable grant opportunities with guidance on how the City can maximize its ability to obtain grants. 3.15 Arts and Culture In Public Spaces Administrative Plan that clearly defines or establishes an entity to make recommendations to the City Council and defines the role of the following City of Round Rock stakeholders in participating: 3.15.1 Round Rock City Council 3.15.2 Planning and Community Development 3.15.3 Parks and Recreation Department 3.15.4 Library 3.15.5 Convention and Visitors Bureau 3.15.6 Boards and Commissions 3.15.7 City Staff 3.16 Arts and Culture In Public Spaces Community Engagement Plan which outlines the roles and participation levels of the following regional stakeholders: 3.16.1 Citizens 3.16.2 Business and Industry 3.16.3 Chamber of Commerce 3.16.4 Economic Development Partnership 3.16.5 Round Rock Independent School District and Higher Education institutions 3.16.6 Round Rock Area Arts Council 3.16.7 Existing area arts and culture non-profit groups 3.17 Guidelines as to the City's role in providing assistance with logistics and marketing support for recommended programs. 3.18 Recommend how to reflect the City's history through arts and culture initiatives. 3.19 Strategy to attract and retain creative populations, to include artists, musicians, and their respective audiences. PART IV ACCEPTANCE AND PAYMENT 1. NVOICING: Vendor shall submit one original and one copy of each invoice on a monthly basis to the following address: City of Round Rock Attn: Accounts Payable 221 East Main Street Round Rock, TX 78664-5299 Page 9 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 2. PROMPT PAYMENT POLICY: Payments will be made within thirty days after the city receives the supplies, materials, equipment, or the day on which the performance of services was completed or the day on which the City receives a correct invoice for the supplies, materials, equipment or services, whichever is later. The Vendor may charge a late fee (fee shall not be greater than that which is permitted by Texas law) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by the City in the event: 2.1. There is a bona fide dispute between the City and Vendor concerning the supplies, materials, services or equipment delivered or the services performed that causes the payment to be late; or 2.2. The terms of a federal agreement, grant, regulation, or statute prevent the City from making a timely payment with Federal Funds; or 2.3. There is a bona fide dispute between the Vendor and a subcontractor or between a subcontractor and its suppliers concerning supplies, material, or equipment delivered or the services performed which caused the payment to be late; or 2.4. The invoice is not mailed to the City in strict accordance with instructions, if any, on the purchase order or agreement or other such contractual agreement. 3. OVERCHARGES: Vendor hereby assigns to purchaser any and all claims for overcharges associated with this agreement which arise under the antitrust laws of the United States, 15 USGA Section 1 et ago., and which arise under the antitrust laws of the State of Texas, Bus. and Com. Code, Section 15.01, a( sea. PART V GENERAL CLAUSES AND CONDITIONS 1. LABOR: The Vendor shall provide all labor and goods necessary to perform the service. The Vendor shall employ all personnel for work in accordance with the requirements set forth by the United States Department of Labor. 2. EXCEPTIONS: Any variation from this specification must be indicated on the bid or on a separate attachment to the bid. The sheet shall be labeled as such. 3. pAMAGE: The Vendor shall be responsible for damage to the City's equipment and/or property, the workplace and its contents by its work, negligence in work, its personnel and equipment. The Vendor shall be responsible and liable for the safety; injury and health of its working personnel while its employees are performing service work. 4. WORKPLACE: The City is committed to maintaining an alcohol and drug free workplace. Possession, use, or being under the influence of alcohol or controlled substances by Vendor, Vendor's employees, subcontractor(s) or subcontractor (s') employees while in the performance of the service is prohibited. Violation of this requirement shall constitute grounds for termination of the service. 5. PRICE: The contract price shall be firm for the duration of the contract or extension periods. No separate line item charges shall be permitted for either bidding or invoice purposes, which shall include equipment rental, demurrage, fuel surcharges, delivery charges, and cost associated with obtaining permits or any other extraneous charges. 6. INTERLOCAL COOPERATIVE CONTRACTING: Other governmental entities may be extended the opportunity to purchase off of the City of Round Rock's solicitation, with the consent and agreement of the awarded vendor(s) and the City of Round Rock. Such consent and agreement shall be conclusively inferred from lack of exception to this clause in vendor's response. However, all parties indicate their understanding and all parties hereby expressly agree that the City of Round Rock is not an agent of, partner to, or representative of those outside agencies or entities and that the City of Page 10 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 Round Rock is not obligated or liable for any action or debts that may arise out of such independently -negotiated "piggyback" procurements. 7. NON -APPROPRIATION: The resulting Agreement is a commitment of the City's current revenues only. It is understood and agreed the City shall have the right to terminate the Agreement at the end of any City fiscal year if the governing body of the City does not appropriate funds sufficient to purchase the estimated yearly quantities, as determined by the City's budget for the fiscal year in question. The City may effect such termination by giving Vendor a written notice of termination at the end of Its then current fiscal year. 8. ABANDONMENT OR DEFAULT: A Vendor who abandons or defaults the work on the contract and causes the City to purchase the services elsewhere may be charged the difference in service If any and shall not be considered in the re -advertisement of the service and may not be considered in future bids for the same type of work unless the scope of work is significantly changed. 9. COMPLIANCE WITH LAWS: The successful offeror shall comply with all federal, state, and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any court or administrative bodies or tribunals in any matter affecting the performance of the resulting agreement, including without limitation, workers' compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and regulations. When requested, the Vendor shall furnish the City with satisfactory proof of its compliance. 10. CODES. PERMITS AND LICENSES: The successful offeror shall comply with all National, State and Local standards, codes and ordinances and the terms and conditions of the services of the City of Round Rock, Texas, as well as other authorities that have jurisdiction pertaining to equipment and materials used and their application. None of the terms or provisions of the specification shall be construed as waiving any rules, regulations or requirements of these authorities. The successful offeror shall be responsible for obtaining all necessary permits, certificates and/or licenses to fulfill contractual obligations (City of Round Rock fees and costs will be waived). 11. INDEMNITY: Vendor shall indemnify, save harmless and defend the City, its officers, agents, servants, and employees from and against any and all suits, actions, legal proceedings, claims, demands, damages, costs, expenses, attorney's fees and any and all other costs or fees incident to the performance of the resulting agreement and arising out of a willful or negligent act or omission of the Vendor, its officers, agents, servants and employees. 12. LIENS: Vendor agrees to and shall indemnify and save harmless the City against any and all liens and encumbrances for all labor, goods and services which may be provided under the resulting agreement. At the City's request the Vendor or subcontractors shall provide a proper release of all liens or satisfactory evidence of freedom from liens shall be delivered to the City. 13. INSURANCE: The Vendor shall meet or exceed ALL insurance requirements set forth by the City as identified in Attachment A to the specifications. Any additional insurance requirements of participating or cooperative parties will be included as subsequent Attachments and shall require mandatory compliance. 14. GOVERNING LAW: Any resulting agreement shall be govemed by and construed in accordance with the Laws of the State of Texas. 15. VENUE: Both the City and the Vendor agree that venue for any litigation arising from a resulting agreement shall lie in Williamson County. 16. INDEPENDENT CONTRACTOR: It is understood and agreed that the Contractor shall not be considered an employee of the City. The Contractor shall not be within protection or coverage of 11of12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 the City's Worker' Compensation insurance, Health Insurance, Liability Insurance or any other insurance that the City from time to time may have in force and effect. 12 of 12 ATTACHMENT A City of Round Rock Insurance Requirements ATTACHMENT A CITY OF ROUND ROCK INSURANCE REQUIREMENTS 1. INSURANCE: The Vendor shall procure and maintain at its sole cost and expense for the duration of the contract or purchase order resulting from a response to this bid/Soecification insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work as a result of this bid by the successful bidder. Its agents. representatives. volunteers. employees or subcontractors. 1.1. Certificates of Insurance and endorsements shall be furnished to the City and approved by the City before work commences. 1.2. The following standard insurance policies shall be required: 1.2.1. General Liability Policy 1.2.2. Automobile Liability Policy 1.2.3. Worker's Compensation Policy 1.3. The following general requirements are applicable to all policies: 1.3.1. Only insurance companies licensed and admitted to do business in the State of Texas shall be accepted. 1.3.2. Deductibles shall be listed on the Certificate of Insurance and are acceptable only on a per occurrence basis for property damage only. 1.3.3. Claims made policies shall not be accepted, except for Professional Liability Insurance. 1.3.4. Upon request, certified copies of all insurance policies shall be furnished to the City 1.3.5. Policies shall include, but not be limited to, the following minimum limits: 1.3.5.1. Minimum Bodily Injury Limits of $300,000.00 per occurrence. 1.3.5.2. Property Damage Insurance with minimum limits of $50,000.00 for each occurrence. 1.3.5.3. Automobile Liability Insurance for all owned, non -owned, and hired vehicles with minimum limits for Bodily Injury of $100,000.00 each person, and $300,000.00 for each occurrence, and Property Damage Minimum limits of $50,000.00 for each occurrence. 1.3.5.4. Statutory Worker's Compensation Insurance and minimum $100,000.00 Employers Liability Insurance. 1.3.6. Coverage shall be maintained for two years minimum after the termination of the Contract. 1.4. The City shall be entitled, upon request, and without expense to receive copies of Insurance policies and all endorsements thereto and may make reasonable request for deletion, revision, or modification of particular policy terms, conditions, limitations, or exclusions (except where policy provisions are established by law or regulation binding either of the parties hereto or the underwriter of any of such policies). Upon such request by the City, the Vendor shall exercise reasonable efforts to accomplish such changes in policy coverage and shall pay the cost thereof. All insurance and bonds shall meet the requirements of the bid specification and the insurance endorsements stated below. 1.5. Vendor agrees that with respect to the required insurance, all Insurance contracts and certificate(s) of insurance will contain and state, in writing, on the certificate or Its attachment, the following provisions: Page 1 of 4 1.5.1. Provide for an additional insurance endorsement clause declaring the Vendor's Insurance as primary. 1.5.2. Name the City and its officers, employees, and elected officials as additional insured's, (as the Interest of each Insured may appear) as to all applicable coverage. 1.5.3. Provide thirty days notice to the City of cancellation, non -renewal, or material changes 1.5.4. Remove all language on the certificate of insurance indicating: 1.5.4.1. That the insurance company or agent/broker shall endeavor to notify the City; and, 1.5.4.2. Failure to do so shall impose no obligation of liability of any kind upon the company, its agents, or representatives. 1.5.5. Provide for notice to the City at the addresses listed below by registered malt: 1.5.6. Vendor agrees to waive subrogation against the City, its officers, employees, and elected officials for Injuries, Including death, property damage, or any other loss to the extent same may be covered by the proceeds of insurance. 1.5.7. Provide that all provisions of this contract concerning liability, duty, and standard of care together with the Indemnification provision, shall be underwritten by contractual liability coverage sufficient to include such obligations within applicable policies. 1.5.8. All copies of the Certificate of insurance shall reference the project name, bid number or purchase order number for which the insurance Is being supplied. 1.5.9. Vendor shall notify the City in the event of any change In coverage and shall give such notices not less than thirty days prior notice to the change, which notice shall be accomplished by a replacement Certificate of Insurance. 1.5.10. All notices shall be mailed to the City at the following addresses: Assistant City Manager City Attorney City of Round Rock City of Round Rock 221 East Main 309 East Main Round Rock, TX 78664-5299 Round Rock, TX 78664 2. WORKERS COMPENSATION INSURANCE 2.1. Texas Labor Code, Section 406.098 requires workers' compensation insurance coverage for all persons providing services on building or construction protects for a governmental entity. 2.1.1. Certificate of coverage ('certificate') - A copy of a certificate of insurance, a certificate of authority to self -insure issued by the Texas Workers' Compensation Commission, or a coverage agreement (TWCC-81, TWCC-82, TWCC-83, or TWCC-84), showing statutory workers' compensation insurance coverage for the person's or entity's employees providing services on a project, for the duration of the project. 2.1.2. Duration of the project - includes the time from the beginning of the work on the project until the CONTRACTOR'S /person's work on the project has been completed and accepted by the OWNER. 2.2. Persons providing services on the project ("subcontractor") in Section 406.096 - includes all persons or entities performing all or part of the services the CONTRACTOR has undertaken to perform on the project, regardless of whether that person contracted directly with the CONTRACTOR and regardless of whether that person has employees. This Includes, without limitation, Independent contractors, subcontractors, leasing companies, motor carriers, owner -operators, employees of any such entity, or employees of any entity, which furnishes persons to provide services on the project. 'Services" include, without limitation, providing, hauling, or delivering equipment or materials, or providing labor, transportation, or other service related to a project. "Services' does not Page 2 of 4 include activities unrelated to the project, such as food/beverage vendors, office supply deliveries, and delivery of portable toilets. 2.3. The CONTRACTOR shall provide coverage, based on proper reporting of classification codes and payroll amounts and filing of any coverage agreements, that meets the statutory requirements of Texas Labor Code, Section 401.011(44) for all employees of the CONTRACTOR providing services on the project, for the duration of the project. 2.4. The CONTRACTOR must provide a certificate of coverage to the OWNER prior to being awarded the contract. 2.5. If the coverage period shown on the CONTRACTOR'S current certificate of coverage ends during the duration of the project, the CONTRACTOR must, prior to the end of the coverage period, file a new certificate of coverage with the OWNER showing that coverage has been extended. 2.6. The CONTRACTOR shall obtain from each person providing services on a project, and provide to the OWNER: 2.6.1. a certificate of coverage, prior to that person beginning work on the project, so the OWNER will have on file certificates of coverage showing coverage for all persons providing services on the project; and 2.6.2. no later than seven calendar days after receipt by the CONTRACTOR, a new certificate of coverage showing extension of coverage, if the coverage period shown on the current certificate of coverage ends during the duration of the project. 2.7. The CONTRACTOR shall retain all required certificates of coverage for the duration of the project and for one year thereafter. 2.8. The CONTRACTOR shall notify the OWNER in writing by certified mail or personal delivery, within 10 calendar days after the CONTRACTOR knew or should have known, or any change that materially affects the provision of coverage of any person providing services on the project. 2.9. The CONTRACTOR shall post on each project site a notice, in the text, form and manner prescribed by the Texas Workers' Compensation Commission, informing all persons providing services on the project That they are required to be covered, and stating how a person may verify coverage and report lack of coverage. 2.10. The CONTRACTOR shall contractually require each person with whom it contracts to provide services on a project, to: 2.10.1. provide coverage, based on proper reporting of classification codes and payroll amounts and filing of any coverage agreements, that meets the statutory requirements of Texas Labor Code, Section 401.011(44) for all its employees providing services on the project, for the duration of the protect; 2.10.2. provide to the CONTRACTOR, prior to that person beginning work on the project, a certificate of coverage showing that coverage Is being provided for all employees of the person providing services on a project, for the duration of the project; 2.10.3. provide the CONTRACTOR, prior to the end of the coverage period, a new certificate of coverage showing extension of coverage, if the coverage period shown on the current certificate of coverage ends during the duration of the project; 2.10.3.1. obtain from each other person with whom it contracts, and provide to the CONTRACTOR: 2.10.3.1.1. 2.10.3.1.2. a certificate of coverage, prior to the other person beginning work on the project; and a new certificate of coverage showing extension of coverage, prior to the end of the coverage period, if the coverage period shown on the current certificate of coverage ends during the duration of the project Page 3 of 4 2.10.3.2. retain all required certificates of coverage on file for the duration of the project and for one year thereafter; 2.10.3.3. notify the OWNER in writing by certified mail or personal delivery, within 10 calendar days after the person knew or should have known, of any change that materially affects the provision of coverage of any person providing services on the project; and 2.10.3.4. contractually require each person with whom it contracts, to perform as required by paragraphs (A thru G), with the certificates of coverage to be provided to the person for whom they are providing services. 2.10.3.5. By signing the solicitation associated with this specification, or providing, or causing to be provided a certificate of coverage, the Contractor is representing to the Owner that all employees of the Contractor who will provide services on the project will be covered by workers' compensation coverage for the duration of the project, that the coverage will be based on proper reporting of classification codes and payroll amounts, and that all coverage agreements will be filed with the appropriate insurance carrier or, in the case of a self-insured, with the Commission's Division of Self -Insurance Regulation. Providing false or misleading information may subject the Contractor to administrative penalties, criminal penalties, civil penalties, or other civil actions. 2.10.3.6. The Contractor's failure to comply with any of these provisions is a breach of contract by the Contractor that entitles the Owner to declare the contract void if the Contractor does not remedy the breach within ten calendar days after receipt of notice of breach from the owner. Page 4 of 4 ROUND ROCK, TEXAS PURPOSE. PASSION. PROSPERITY City Council Agenda Summary Sheet Agenda Item No. 10C1. Agenda Caption: Consider a resolution authorizing the Mayor to execute an Agreement for Professional Planning, Design, and Consulting Services for Creation of Arts Strategic Plan and Implementation Guide with H3 Hardy Collaboration Architecture, LLC. Meeting Date: November 9, 2010 Department: Convention and Visitor's Bureau Staff Person making presentation: Nancy Yawn Item Summary: The City of Round Rock submitted a Request for Proposal for the development of an Arts & Culture in Public Spaces Strategic Plan. Eight companies responded to the Request for Proposal. The Selection Committee made up of seven departments reviewed the responses and recommends H3 Hardy Collaboration Architecture, LLC for this project. Strategic Plan Relevance: 11.0 Maintain and enhance efforts to align and partner with key groups that bring value to the City. Cost: $57,100 Source of Funds: Hotel Occupancy Tax & SFC Date of Public Hearing (if required): N/A Recommended Action: Approval EXECUTED DOCUMENT FOLLOWS CITY OF ROUND ROCK AGREEMENT FOR PROFESSIONAL PLANNING, DESIGN, AND CONSULTING SERVICES FOR CREATION OF ARTS STRATEGIC PLAN AND IMPLEMENTATION GUIDE WITH H3 HARDY COLLABORATION ARCHITECTURE. LLC. THIS AGREEMENT (the "Agreement") is made by and between the City of Round Rock (the "City), a Texas home -rule municipal corporation with offices located at 221 East Main Street, Round Rock, Texas 78664-5299, and H3 Hardy Collaboration Architecture, LLC (the "Consultant"), with offices located at 902 Broadway, New York, New York 10010. This Agreement is for professional consulting services for creation of the "Arts and Culture in Public Space" Strategic Plan and Implementation Guide, and relates to developing a progratnmatic plan, physical plan, and financial plan leading to a comprehensive ten-year strategic plan and implementation guide to define the role of the City in supporting arts and culture in public spaces to accomplish the City's broader goals. RECITALS: WHEREAS, the City has determined that there is a need for the delineated services; and WHEREAS, the City desires to contract for such professional services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by each party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. The term of this Agreement shall be until full and satisfactory completion of the work specified herein is achieved, but in no event later than one (1) year from the effective date of this Agreement. The City reserves the right to review the Agreement at any time, including at the end of any deliverable or phase or task, and may elect to terminate the Agreement with or without cause or may elect to continue. 00205855/jkg 1Z -t0 --L- D' --tO&I 1.02 CONTRACT AMOUNT In consideration for the professional consulting services to be performed by the Consultant, the City agrees to pay the Consultant a total sum not to exceed Fifty-seven Thousand One Hundred and No/100 Dollars ($57,100.00), in payment for services and the Scope of Services deliverables as delineated in Exhibit "A" and herein in Section 1.03. This Agreement does not contain any authorization for the Consultant incurring nor for the City paying for any reimbursable expenses. 1.03 SCOPE OF SERVICES For purposes of this Agreement, the Consultant has issued its Scope of Services for the assignments delineated herein, and such Scope of Services is recited in Exhibit "A" attached hereto and incorporated herein by reference for all purposes. This Agreement shall evidence the entire understanding and agreement between the parties and shall supersede any prior proposals, correspondence or discussions. The Consultant shall satisfactorily provide all services and deliverables described under the referenced Scope of Services within the contract term specified in Section 1.01. The Consultant's undertakings shall be limited to performing services for the City and/or advising the City concerning those matters on which the Consultant has been specifically engaged. The Consultant shall perform its services in accordance with this Agreement and in accordance with the referenced Scope of Services. The Consultant shall perform its services in a professional and workmanlike manner. The Consultant shall not undertake work that is beyond the Scope of Services set forth in Exhibit "A" and in this Section 1.03. However, either party may make written requests for changes to the Scope of Services. To be effective, a change to the Scope of Services must be negotiated and agreed to in all relevant details, and must be embodied in a valid Supplemental Agreement as described in Section 1.05 hereof. 1.04 PAYMENT FOR SERVICES; NO REIMBURSABLE EXPENSES Payment for Services: In consideration for the consulting services to be performed by the Consultant, the City agrees to pay the Consultant, on a fixed -fee basis, the following: Fees for the listed deliverables in the total amount of $57,100.00 shall be paid by the City monthly as billed based on the percentage of work complete, and based additionally on delivery of all products at the end of each task and upon the City's acceptance of same. No Payment for Reimbursable Expenses: This Agreement does not contain any authorization for the Consultant incurring or for the City paying for any reimbursable expenses. Not -to -Exceed Total Payment for Services: Unless subsequently changed by Supplemental Agreement, the Consultant's total compensation for consulting services hereunder shall not exceed $57,100.00. This amount represents the absolute limit of the City's liability to the Consultant hereunder unless same shall be changed by Supplemental Agreement, and the City shall pay, strictly within the not -to -exceed sum recited herein, the Consultant's professional fees for work done on behalf of the City. 2 Deductions: No deductions shall be made for the Consultant's compensation on account of penalty, liquidated damages or other suns withheld from payments to the Consultant. Additions: No additions shall be made to the Consultant's compensation based upon project claims, whether paid by the City or denied, 1.05 SUPPLEMENTAL AGREEMENT The terms of this Agreement may be modified by written Supplemental Agreement hereto, duly authorized by the City Council or by the City Manager, if the City determines that there has been a significant change in (1) the scope, complexity, or character of the services to be performed; or (2) the duration of the work. Any such Supplemental Agreement must be executed by both parties within the period specified as the term of this Agreement. The Consultant shall not perform any work and the Consultant shall not incur any additional costs prior to the execution, by both parties, of such Supplemental Agreement. The Consultant shall make no claim for extra work done or for materials furnished unless and until there is full execution of any Supplemental Agreement, and the City shall not be responsible for actions by the Consultant nor for any costs incurred by the Consultant relating to additional work not directly authorized by Supplemental Agreement. 1.06 INVOICE REQUIREMENTS; TERMS OF PAYMENT Invoices: To receive monthly payment for satisfactory delivery of deliverables, the Consultant shall prepare and submit detailed progress invoices to the City, in accordance with the delineation contained herein, for services rendered. Such invoices for professional services shall track the referenced Scope of Services, and shall detail the services performed, along with documentation for each service performed. Payment to the Consultant shall be made on the basis of the invoices submitted by the Consultant and approved by the City. Such invoices shall conform to the schedule of services and costs in connection therewith. Should additional backup material be requested by the City relative to service deliverables, the Consultant shall comply promptly. In this regard, should the City determine it necessary, the Consultant shall make all records and books relating to this Agreement available to the City for inspection and auditing purposes. Payment of Invoices: The City reserves the right to correct any error that may be discovered in any invoice that may have been paid to the Consultant and to adjust same to meet the requirements of this Agreement. Following approval of an invoice, the City shall endeavor to pay the Consultant promptly, but no later than the time period required under the Texas Prompt Payment Act described in Section 1.10 herein. Under no circumstances shall the Consultant be entitled to receive interest on payments which are late because of a good faith dispute between the Consultant and the City or because of amounts which the City has a right to withhold under this Agreement or state law. The City shall be responsible for any sales, gross receipts or similar taxes applicable to the services, but not for taxes based upon the Consultant's net income. 3 1.07 REQUIRED DRAFT REPORTS AND FINAL REPORT The Consultant agrees to provide the City with draft reports and a detailed final written report, together with all information gathered and materials developed during the course of the project. Additionally, the Consultant agrees to provide any necessary oral presentations of such written reports, at the City's designation and at no additional cost to the City. Upon the City's request, the Consultant agrees to provide the City with additional bound copies of the final written report, with one (1) additional unbound copy being delivered which is suitable for making additional copies at the sole election of the City. The Consultant shall also deliver two (2) reproducible CDs to the City, all at no additional cost to the City. 1.08 LIMITATION TO SCOPE OF WORK The Consultant and the City agree that the Scope of Services to be performed is enumerated in Exhibit "A" and in Section 1.03 herein, and may not be changed without the express written agreement of the parties. Notwithstanding anything herein to the contrary, the parties agree that the City retains absolute discretion and authority for all funding decisions, such to be based solely on criteria accepted by the City which may be influenced by but not be dependent on the Consultant's work. 1.09 NON -APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of the City's current revenues only. It is understood and agreed that the City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of the City does not appropriate funds sufficient to purchase the services as determined by the City's budget for the fiscal year in question. The City may effect such termination by giving the Consultant a written notice of termination at the end of its then - current fiscal year. 1.10 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, any payment to be made by the City to the Consultant will be made within thirty (30) days of the date the City receives goods under this Agreement, the date the performance of the services under this Agreement are completed, or the date the City receives a correct invoice for the goods or services, whichever is later. The Consultant may charge interest on an overdue payment at the "rate in effect" on September 1 of the fiscal year in which the payment becomes overdue, in accordance with V.T.C.A., Texas Government Code, Section 2251.025(b). This Prompt Payment Policy does not apply to payments made by the City in the event: (a) There is a bona fide dispute between the City and the Consultant, a contractor, subcontractor, or supplier about the goods delivered or the service performed that cause the payment to be late; or 4 (b) There is a bona fide dispute between the Consultant and a subcontractor or between a subcontractor and its supplier about the goods delivered or the service performed that causes the payment to be late; or (c) The terms of a federal contract, grant, regulation, or statute prevent the City from making a timely payment with federal funds; or (d) The invoice is not mailed to the City in strict accordance with any instruction on the purchase order relating to the payment. 1.11 TERMINATION; DEFAULT Termination: It is agreed and understood by the Consultant that the City may terminate this Agreement for the convenience of the City, upon fifteen (15) days' written notice to the Consultant, with the understanding that immediately upon receipt of said notice all work being performed under this Agreement shall cease. The Consultant shall invoice the City for work satisfactorily completed and shall be compensated in accordance with the terms hereof for work accomplished prior to the receipt of said notice of termination. The Consultant shall not be entitled to any lost or anticipated profits for work terminated under this Agreement. Unless otherwise specified in this Agreement, all data, information, and work product related to this project shall become the property of the City upon termination of this Agreement, and shall be promptly delivered to the City in a reasonably organized form without restriction on future use. Should the City subsequently contract with a new consultant for continuation of service on the project, the Consultant shall cooperate in providing information. Termination of this Agreement shall extinguish all rights, duties, and obligations of the City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory or which is not performed in compliance with the terms of this Agreement. Default: Either party may terminate this Agreement, in whole or in part, for default if the party provides the other party with written notice of such default and the other fails to satisfactorily cure such default within ten (10) business days of receipt of such notice (or a greater time if agreed upon between the parties). If default results in termination of this Agreement, then the City shall give consideration to the actual costs incurred by the Consultant in performing the work to the date of default. The cost of the work that is useable to the City, the cost to the City of employing another firm to complete the useable work, and other factors will affect the value to the City of the work performed at the time of default. Neither party shall be entitled to any lost or anticipated profits for work terminated for default hereunder. 5 The termination of this Agreement for default shall extinguish all rights, duties, and obligations of the terminating Party and the terminated Party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to termination. Nothing contained in this section shall require the City to pay for any work which it deems unsatisfactory, or which is not performed in compliance with the terms of this Agreement. 1.12 INDEPENDENT CONTRACTOR STATUS The Consultant is an independent contractor, and is not the City's employee. The Consultant's employees or subcontractors are not the City's employees. This Agreement does not create a partnership, employer-employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other party. The Consultant and the City agree to the following rights consistent with an independent contractor relationship: (1) The Consultant has the right to perform services for others during the term hereof. (2) The Consultant has the sole right to control and direct the means, manner and method by which it performs its services required by this Agreement. The Consultant has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. (4) The Consultant or its employees or subcontractors shall perform services required hereunder, and the City shall not hire, supervise, or pay assistants to help the Consultant. (3) (5) Neither the Consultant nor its employees or subcontractors shall receive training from the City in skills necessary to perform services required by this Agreement. (6) The City shall not require the Consultant or its employees or subcontractors to devote full time to performing the services required by this Agreement. Neither the Consultant nor its employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of the City. (7) 1.13 NON -SOLICITATION Except as may be otherwise agreed in writing, during the term of this Agreement and for twelve (12) months thereafter, neither the City nor the Consultant shall offer employment to or shall employ any person employed then or within the preceding twelve (12) months by the other or any affiliate of the other if such person was involved, directly or indirectly, in the perforrnance of this Agreement. This provision shall not prohibit the hiring of any person who was solicited solely through a newspaper advertisement or other general solicitation. 6 1.14 CITY'S RESPONSIBILITIES Full information: The City shall provide full information regarding project requirements. The City shall have the responsibility of providing the Consultant with such documentation and information as is reasonably required to enable the Consultant to provide the services called for. The City shall require its employees and any third parties who are otherwise assisting, advising or representing the City to cooperate on a timely basis with the Consultant in the provision of its services. The Consultant may rely upon written information provided by the City and its employees and agents as accurate and complete. The Consultant may rely upon any written directives provided by the City or its designated representative concerning provision of services as accurate and complete. Required materials: The Consultant's performance requires receipt of all requested information reasonably necessary to provision of services. The City shall furnish information which includes but is not limited to items delineated in Exhibit "A." The Consultant agrees, within ten (10) days of the effective date of this Agreement, to provide the City with a comprehensive and detailed information request list. 1.15 CONFIDENTIALITY; AND MATERIALS OWNERSHIP Any and all programs, data, or other materials furnished by the City for use by the Consultant in connection with services to be performed under this Agreement, and any and all data and information gathered by the Consultant, shall be held in confidence by the Consultant as set forth hereunder. Each party agrees to take reasonable measures to preserve the confidentiality of any proprietary or confidential information relative to this Agreement, and to not make any use thereof other than for the performance of this Agreement, provided that no claim may be made for any failure to protect information that occurs more than three (3) years after the end of this Agreement. The parties recognize and understand that the City is subject to the Texas Public Information Act and its duties run in accordance therewith. All data relating specifically to the City's business and any other information which reasonably should be understood to be confidential to the City is confidential information of the City. The Consultant's proprietary software, tools, methodologies, techniques, ideas, discoveries, inventions, know-how, and any other information which reasonably should be understood to be confidential to the Consultant is confidential information of the Consultant. The City's confidential information and the Consultant's confidential information is collectively referred to as "Confidential Information." Each party shall use Confidential Information of the other party only in furtherance of the purposes of this Agreement and shall not disclose such Confidential Information to any third party without the other party's prior written consent, which consent shall not be unreasonably withheld. Each party agrees to take reasonable measures to protect the confidentiality of the other party's Confidential Information and to advise their employees of the confidential nature of the Confidential Information and of the prohibitions herein. 7 Notwithstanding anything to the contrary contained herein, neither party shall be obligated to treat as confidential any information disclosed by the other party (the "Disclosing Party") which: (1) is rightfully known to the recipient prior to its disclosure by the Disclosing Party; (2) is released by the Disclosing Party to any other person or entity (including governmental agencies) without restriction; (3) is independently developed by the recipient without any reliance on Confidential Information; or (4) is or later becomes publicly available without violation of this Agreement or may be lawfully obtained by a party from any non-party. Notwithstanding the foregoing, either party will be entitled to disclose Confidential Information of the other to a third party as may be required by law, statute, rule or regulation, including subpoena or other similar form of process, provided that (without breaching any legal or regulatory requirement) the party to whom the request is made provides the other with prompt written notice and allows the other party to seek a restraining order or other appropriate relief. Subject to the Consultant's confidentiality obligations under this Agreement, nothing herein shall preclude or limit the Consultant from providing similar services for other clients. Neither the City nor the Consultant will be liable to the other for inadvertent or accidental disclosure of Confidential Information if the disclosure occurs notwithstanding the party's exercise of the same level of protection and care that such party customarily uses in safeguarding its own proprietary and confidential information. Notwithstanding anything to the contrary in this Agreement, the City will own as its sole property all written materials created, developed, gathered, or originally prepared expressly for the City and delivered to the City under the terms of this Agreement (the "Deliverables"); and the Consultant shall own any general skills, know-how, expertise, ideas, concepts, methods, techniques, processes, software, or other similar information which may have been discovered, created, developed or derived by the Consultant either prior to or as a result of its provision of services under this Agreement (other than the Deliverables). The Consultant's working papers and the Consultant's Confidential Information (as described herein) shall belong exclusively to the Consultant. The City shall have a non-exclusive, non -transferable license to use the Consultant's Confidential Information for the City's own internal use and only for the purposes for which they are delivered to the extent that they form part of the Deliverables. 1.16 LIMITATION OF LIABILITY Should any of the Consultant's services not conform to the requirements of the City or of this Agreement, then and in that event the City shall give written notification to the Consultant; thereafter, (a) the Consultant shall either promptly re -perform such services to the City's satisfaction at no additional charge, or (b) if such deficient services cannot be cured within the cure period set forth herein in Section 1.11, then this Agreement may be terminated for default. In no event will the Consultant be liable for any loss, damage, cost or expense attributable to negligence, willful misconduct or misrepresentations by the City, its directors, employees or agents. 8 In no event shall the Consultant be liable to the City, by reason of any act or omission relating to the services provided under this Agreement (including the negligence of the Consultant), whether a claim be in tort, contract or otherwise, (a) for any consequential, indirect, lost profit, punitive, special or similar damages relating to or arising from the services, or (b) in any event, in the aggregate, for any amount in excess of the total professional fees paid by the City to the Consultant under this Agreement, except to the extent determined to have resulted from the Consultant's gross negligence, willful misconduct or fraudulent acts relating to the service provided hereunder. 1.17 INDEMNIFICATION The Consultant and the City each agree to indemnify, defend and hold harmless the other from and against amounts payable under any judgment, verdict, court order or settlement for death or bodily injury or the damage to or loss or destruction of any real or tangible property to the extent arising out of the indemnitor's negligence in the performance of this Agreement. The Consultant agrees to indemnify, defend and hold harmless the City from and against any and all amounts payable under any judgment, verdict, court order or settlement for Third Party claims of infringement of any trade secrets, copyrights, trademarks or trade navies alleged to have occurred and arising from the deliverables provided by the Consultant to the City in connection with the performance of this Agreement. Should the City's use of such deliverables be determined to have infringed, the Consultant may, at its option: (i) procure for the City the right to continue using such deliverables provided or (ii) replace or modify them to make their use non -infringing while yielding substantially equivalent results. If neither of the above options is or would be available on a basis that is commercially reasonable, then the Consultant may terminate this Agreement, the City shall return such deliverables provided, and the Consultant will refund to the City the fees paid for the deliverables provided. This infringement indemnity does not cover claims arising from the combination of such deliverables with products or services not provided by the Consultant; the modification of such deliverables by any person other than the Consultant; deliverables complying with or based upon (1) designs provided by or at the direction of the City or (2) specifications or other information provided by or at the direction of the City; or use of systems, materials or work performed in a manner not permitted hereunder or by another obligation of the City to the Consultant. The indemnities in this section are contingent upon: (1) the indemnified party promptly notifying the indemnifying party in writing of any claim which gives rise to a claim for indemnification hereunder; (2) the indemnifying party being allowed to participate in the defense and settlement of such claim; and (3) the indemnified party cooperating with all reasonable requests of the indemnifying party (at the indemnifying party's expense) in defending or settling a claim. The indemnified party shall have the right, at its option and expense, to participate in the defense of any suit or proceeding through counsel. 1.18 ASSIGNMENT AND DELEGATION The parties each hereby bind themselves, their successors, assigns and legal representatives to each other with respect to the terms of this Agreement. Neither party may 9 assign any rights or delegate any duties under this Agreement without the other party's prior written approval, which approval shall not be unreasonably withheld. 1.19 LOCAL, STATE AND FEDERAL TAXES The Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The City will not do the following: (1) Withhold FICA from the Consultant's payments or make FICA payments on its behalf; (2) Make state and/or federal unemployment compensation contributions on the Consultant's behalf; or (3) Withhold state or federal income tax from any of the Consultant's payments. If requested, the City shall provide the Consultant with a certificate from the Texas State Comptroller indicating that the City is a non-profit corporation and not subject to State of Texas Sales and Use Tax. 1.20 INSURANCE Insurance. The Consultant, at the Consultant's sole cost, shall have and maintain during the term of this Agreement professional liability insurance coverage in the minimum amount of One Million Dollars from a company authorized to do insurance business in Texas and otherwise acceptable to the City. Subconsultant Insurance. Without limiting any of the other obligations or liabilities of the Consultant, the Consultant shall require each subconsultant performing work under this Agreement to maintain during the term of the Agreement, at the subconsultant's own expense, the same stipulated minimum insurance required in the immediately preceding paragraph, including the required provisions and additional policy conditions as shown below. As an alternative, the Consultant may include its subconsultants as additional insureds on its own coverages as prescribed under these requirements. The Consultant's certificate of insurance shall note in such event that the subconsultants are included as additional insureds. The Consultant shall obtain and monitor the certificates of insurance from each subconsultant in order to assure compliance with the insurance requirements. The Consultant must retain the certificates of insurance for the duration of this Agreement, and shall have the responsibility of enforcing these insurance requirements among its subconsultants. The City shall be entitled, upon request and without expense, to receive copies of these certificates of insurance. Insurance Policy Endorsements. Each insurance policy hereunder shall include the following conditions by endorsement to the policy: 10 (1) Each policy shall require that 30 days prior to expiration, cancellation, non -renewal or any material change in coverage, a notice shall be given to the City by mail to: City Manager, City of Round Rock 221 East Main Street Round Rock, Texas 78664 The Consultant shall also notify the City, within 10 days of receipt, of any notices of expiration, cancellation, non -renewal, or material change in coverage it receives from its insurer. (2) Companies issuing the insurance policies shall have no recourse against the City for payment of any premiums or assessments for any deductibles which all are at the sole responsibility and risk of the Consultant. (3) Terms "the City" or "the City of Round Rock" shall include all authorities, boards, commissions, departments, and officers of the City and individual members, employees and designated agents in their official capacities, or while acting on behalf of the City of Round Rock. (4) The policy clause "Other Insurance" shall not apply to any insurance coverage currently held by the City, to any future coverage, or to the City's Self -Insured Retentions of whatever nature. (5) The Consultant and the City mutually waive subrogation rights each may have against the other for loss or damage, to the extent same are covered by the proceeds of insurance. Cost of Insurance. The cost of all insurance required herein to be secured and maintained by the Consultant shall be borne solely by the Consultant, with certificates of insurance evidencing such minimum coverage in force to be filed with the City. 1.21 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES The Consultant, its consultants, agents, employees and subcontractors shall use best efforts to comply with all applicable federal and state laws, the Charter and ordinances of the City of Round Rock, as amended, and with all applicable rules and regulations promulgated by local, state and national boards, bureaus and agencies. The Consultant shall further obtain all permits, licenses, trademarks, or copyrights required in the performance of the services contracted for herein, and same shall belong solely to the City at the expiration of the term of this Agreement. 1.22 FINANCIAL INTEREST PROHIBITED The Consultant covenants and represents that the Consultant, its officers, employees, agents, consultants and subcontractors will have no financial interest, direct or indirect, in the 11 purchase or sale of any product, materials or equipment that will be recommended or required hereunder. 1.23 DESIGNATION OF REPRESENTATIVES The City hereby designates the following representative authorized to act in its behalf with regard to this Agreement: Cindy Demers Assistant City Manager, City of Round Rock 221 East Main Street Round Rock, Texas 78664 Telephone: 512-218-5435 Email: cdemers@round-rock.tx.us The Consultant hereby designates the following representative authorized to act in its behalf with regard to this Agreement: Steven Stainbrook, AICP Project Manager, H3 Hardy Collaboration Architecture, LLC 902 Broadway New York, New York 10010 Telephone: 212-677-6030 x 246 Email: sstainbrook@h3hc.com 1.24 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: (1) When delivered personally to recipient's address as stated herein; or (2) Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to the Consultant: Steven Stainbrook, H3 Hardy Collaboration Architecture, LLC 902 Broadway New York, New York 10010 Notice to the City: City Manager, City of Round Rock 221 East Main Street{ TC \12 "} Round Rock, TX 78664 12 AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of the City and the Consultant. 1.25 APPLICABLE LAW; ENFORCEMENT AND VENUE This Agreement shall be enforceable in Round Rock, Texas, and if legal action is necessary by either party with respect to the enforcement of any or all of the terms or conditions herein, exclusive venue for same shall lie in Williamson County, Texas. This Agreement shall be governed by and construed in accordance with the laws and court decisions of Texas. 1.26 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including exhibits, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. The parties expressly agree that, in the event of any conflict between the terms of this Agreement and any other writing, this Agreement shall prevail. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized governing body or representative for each party. 1.27 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, the City shall select one mediator and the Consultant shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. The City and the Consultant hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1-14) or any applicable state arbitration statute. 1.28 FORCE MAJEURE Notwithstanding any other provisions hereof to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, 13 delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by the parties. The Consultant shall not be deemed to be in default of its obligations to the City if its failure to perform or its substantial delay in performance is due to the City's failure to timely provide requested information, data, documentation, or other material necessary for the Consultant to perform its obligations hereunder. 1.29 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity or enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this section shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.30 STANDARD OF CARE The Consultant represents that it is specially trained, experienced and competent to perform all services, responsibilities and duties specified herein and that such services, responsibilities and duties shall be performed, whether by the Consultant or designated subconsultants, in a manner acceptable to the City and according to generally accepted business practices. 1.31 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No delay or omission by either party in exercising any right or power shall impair such right or power or be construed to be a waiver. A waiver by either party of any of the covenants to be performed by the other or any breach thereof shall not be construed to be a waiver of any succeeding breach or of any other covenant. No waiver of discharge shall be valid unless in writing and signed by an authorized representative of the party against whom such waiver or discharge is sought to be enforced. This Agreement may be executed in multiple counterparts, which taken together shall be considered one original. The City agrees to provide the Consultant with one fully executed original. 14 IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereafter indicated. City of Round Rock, Texas By: Printed Name: Title: Date Signed: /L - Adv► kAcQvit�V JUcl.to For City, Attest: By: Sara L. White, City Secretary For City, Ap r ved as to For By: 4 :l', l 11.4, Stepha . Sheets, City Attorney 113 Hardy Collaboration Architecture, LLC By: Printe , J 8- %Wit 1.Lk-5 Title: ' frjt r'N , Date Signed: I Q p -oto 15 H3 8 October 2010 Joy Baggett City of Round Rock, Purchasing Department 221 East Main Street Round Rock, Texas 78664-5299 Dear Ms. Baggett: We are delighted to submit a revised letter of commencement towards formalizing an agreement between H3 Hardy Collaboration Architecture, LLC (H3), and the City of Round Rock, Texas (City), for professional planning services to complete the study entitled, 'The Ms and Cutture in Public Spaces Strategic Plan and Implementation Guide," Solicitation Number 10-027 and Specification Number 10-918-27. Scope of Services Described in the Scope of Services Proposal are five (5) tasks anticipated necessary to develop a programmatic plan, physical plan, and financial plan in leading to a ten-year (10) strategic plan. The Strategic Plan is to prioritize near, mid, and tonger term initiatives, provide funding strategies, and to provide a critical path towards Implementation. Our Scope of Services Proposal should be considered an attachment to this letter. Project Management H3 will coordinate all work to be performed directly through a key city staff contact, defined as the 'Client Manager." H3 will maintain regular contact with the Client Manager who will be responsible for schedule, approving work products, disseminating information, and responding to information requests. In addition, we propose the City assist H3 in forming 3 levels of oversight committees to support the planning process and ensure widespread consensus for the plan. • Steering Committee made up of professional City staff such as that of the interview committee to be involved in all aspects of the project. Outside participants such as the Round Rock Arts Council may be part of the Steering Committee if the City deems it appropriate. Individuals should be available to attend the scheduled meetings for each scope of service task. (City Led Selection of Members) Advisory Pane( that may include elected officials and select business or civic leaders. Members should be solicited for input and kept informed of the plans progress on an individual basis. (City and H3 selection of members) We anticipate the panel will evolve into a group that serves as "cultural community champions" to shepherd the plan as City partners well after its completion. H3 will help shape this team based on findings throughout the study and draw upon select members of the Stakeholder Group to include as eventual participants. ■ Stakeholder Group should include a wide array of arts, culture, business, civic, and community members that are identified for individual and/or group input and invited to all public workshops. H3 and the City will collaborate In forming a master contact list. Space will be reserved and provided by the City for a two to three day Interview process with select stakeholders. H3 will schedule interviews and facilities tours. W HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 877 8030 Fax 212 979 0535 www.h3hc.com EXHIBIT nAn Alternative approaches for City infrastructure to organize and operate arts and culture efforts will be explored during Task 3 and finalized in Task 5. An initiatives matrix outlining near, mid, and longer term action items will include critical paths, timelines, and responsibilities. Base Information As soon as possible or at minimum within two weeks prior to the protect kickoff meeting, the City will provide electronic copies of all previous studies outlined in the request for proposals and any additional information that would support our endeavor. The following computer files would be very helpful on CD's: • Downtown Master Plan (Adobe, GIS, and AutoCAD drawing files) • City GIS files (shape files etc... for base mapping purposes including location of all public assembly spaces) • Aerial Photographs that may be more current than available on Google Earth Professional Consultants H3 Hardy Collaboration will serve as the prime contractor with sub -consulting services from Webb Management, Inc. Fees H3's services and costs, including those of our sub -consultant will be provided for the fixed sum of Fifty Seven Thousand One Hundred Dollars ($57,100). Services will be billed on a monthly basis based on percentage of work complete. Digital delivery of all products will be made at the end of each task and include for the Client Manager's approval: • Executive Summary Memorandum of Findings (2 page and supporting graphics) • Power Point Presentation outlining all findings with annotated graphics, charts, and text. This document may be printed and bound as a report. Follow-up H3 maintains contacts with past clients providing Input as collaborative partners. Our interest is in Round Rock's successful implementation of the plan well after the project's completion and we will be available for consultation. Additional Services Additional services such as fundraising materials, presentation models, architectural renderings, additional special consultants, and services other than those outlined will be In addition to Basic Services as they have been outlined. Fees for these services will be developed in coordination with the Client and will not proceed without prior authorization. Schedule Upon signing of the contract we anticipate project completion four months from the Project Kickoff Meeting, Stakeholder Interviews, and facilities tour. Completion date may vary based on the holidays' affect on public participation and availability of Steering Committee members. The schedule requires a timely response to Task Findings by the Client Manager. Below are key events that are date sensitive and will require coordination and adjustment: - City Legal Department Finalizes Contract (October 28th) H3 Reviews - Council Meeting to Approve Contract November 11th /23rd - H3 will attend City Tour and Project Startup Background Meetings H' HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 677 6030 Fax 212 979 0535 www.h3hc.com - Project Steering Committee Kickoff Meeting 1 (Early of December) Stakeholder Interviews and Facility Tours - Steering Committee Meeting 2 (Early January) Community Coffee / Open House - Project Steering Committee Meeting 3 (Early February 2011) Community Visioning Workshop - Project Steering Committee Meeting 4 (End February 2011) Arts Roundtable Discussion - location TBD - Project Steering Committee 5 (Mid March) - Project Steering Committee Meeting 6 (End March) - Public Presentation (First of April 2011) We are very pleased to have worked through the project commencement understanding and will await receiving the contract from your legal department. Respectfully, LYNA4- John FontilIas. AIA, LEED AP, Partner H' HARDY COLLABORATION ARCHITECTURE LLC 902 Broadway New York New York 10010 Tel 212 677 6030 Fax 212 979 0535 www.h3hc.com 31 August 2010 Proposal City of Round Rock Arts and Culture in Public Spaces Strategic Pian and Implementation Guide So&4I tion 110.027 Spoancauon 110-918.27 113 HARDY COLLABORATION ARCHITECTURE, LLC in association with man '11!hent Proposal for Consultant Services to Create the Arts and Culture In Public Space Strategic Plan and Implementation Guide Solicitation Number: 10-027 Specification Number: 10-918-27 H3 Hardy Collaboration Architecture, LLC 902 Broadway, 19th Floor New York, New York 11201 t. 212.677.6030 John Fontillas, AIA, LEED AP, Parfner t. 212.677.6030 x228 e. jfontillas@h3hc.com Steven Stainbrook, ACP, Project Manager t. 212.877.6030 x246 e. sstainbrook@h3hc.com 31 August 2010 in man g 7.,tn 31 August 2010 Joy Baggett Purchasing Department City of Round Rock 221 East Main Street Round Rock, Texas 78664.5299 Dear Ms. Baggett: H3 in partnership with Webb Management Services, inc., is enthusiastic in submitting our proposal for the City's Arts and Culture Strategic Plan and Implementation Guide. As a firm we have completed nearly 200 arts and cultural projects across the country, 20 in association with Webb Management, and 20 have been large -scaled strategic and cultural district master plans. Our office has completed 16 projects In Texas including the Dallas Cultural Facilities Master Flan and we currently completing a new facility and campus for the Botanical Research Institute of Texas in Forth Worth. While experience has provided our team with a proven methodology, our process is such that results are a reflection of a community's unique sense of place. Based on our two-day visit to Round Rock, your informative pre-bid meeting, and review of previous studies it appears that the City's success has outpaced Its arts and cultural fife. In the last 20 years Round Rock has shifted from a bedroom community for Austin to a place people work, live, and recreate. Pivotal to this has been a strong economic development program, convenient transportation access, attractive residential communities, and close proximity to retail and entertainment services. Much of this activity has been on the far outskirts of downtown Round Rock and its historic core. Despite this decentralized development pattern the pedestrian friendly downtown area is an invaluable, Intact asset. There is an untapped communal spirit that we experienced at the Star Co. Coffee and Cafe over lunch and while attending a Sunday late afternoon performance at the Baca Center amphitheater. We concur with your 2010 Downtown Master Pfan that sensitive, mixed-use infill of the downtown and strategic development of 14 -acres of vacant land is the right step towards creating a thriving town center core. Streets, parks, and public space with the presence of arts and culture are fundamental in making great communal places. There is tremendous opportunity to concentrate dispersed and makeshift performance venues like the Shoreline Church into a well connected cultural necklace within the approximate 900 -acre master planned core. The 30 -acre historic center and new development in the Southwest Main Street area provides a solid framework from which to extend a series of "public art events'. Distinct sub -centers from the Palm Valley Boulevard cluster, through Brushy Creek, and down to the Union Pacific railway line could offer discrete themes or programs . Public investment in a vibrant arts environment is critical in bringing the town center concept to fruition, fill the city's outpaced cultural gap, attract a competitive workforce, and ensure that Round Rock is a destination of choice. 113 HARDY COLLABORATION ARCHITECTURE, LLC 902 Brnadvray. 15th Floor New Yo,k. NV 10010 212,677,6030 www.h3hc.com '.b: F'f? MANAGEMENT 350 Fifth Avenue, Suite 4005 New Ycrk, NV 10118 1. 2f 2.920.50.10 www.webbmgmt.com t Our team working closely with the city, Round Rock Arts Council, existing arts organizations, and with public Input will provide an aggressive Implementable set of near, mid, and longer tern Initiatives, The action plan will evolve out of findings from an arts and culture Inventory and a market scan of the existing cultural community, estimated demand and leakage, and potential private -public development partnerships with art components. Our team will not limit estimates to the existing needs assessment, but also took to best practices in leveraging new demand taking Into account growth trends and Round Rock's unique position in the region. We believe this challenging protect can lead to outcomes that create civic pride, differentiate the city within the region, and guide sustainable economic development through the power of the arts. We would enjoy the opportunity to discuss this important project with you. Respectfully, John Fontlllas, AIA, LEED Steve Stainbrook, AICP Partner Project Manager Team Organization Round Rock Arts Cound Key Stakeholders j City of Round Rock rproject Steering Committee ___ Cindy De ners — C_ Assistant City Manager Hugh Hardy, FAIAi_. Arts Advisor /113 / man` Rent W1 John Fontilias, AIA, LEED AP --JDuncan Webb, CMC Partner -In -Charge Principal -In -Charge Steven Stalnbrook, AICP Project Manager Eric Galipo, AICP, LEED AP Project Planner 41 Carrie Blake Project Manager Liz Bloomfield Project Planner culhaal and economic planning and design team planning team J 3 Project Understanding, Methodology, and Approach Ms District, New Haven, Connecticut Understanding the Assignment The City of Round Rock Is requesting professional planning, design, and cultural consulting services in developing the Ms and Culture In Public Spaces Strategic Plan and implementation Guide In supporting the city's strategic vision to be the 'City of Choice. While there have been recent successes with the Round Rock Area M Council's opening of ArtsSpace on East Main Street and a refined public grant mechanism for local organizations, overall efforts to enhance the community's cultural experience have been fragmented. The Round Rock Community Choir, Sam Bass Community Theater, and Symphony will receive public financial support, but several key artistic groups did not meet guidelines or respond, exasperating the city's efforts. Penloid Theater Company is currently presenting an abridged version of Shakespeare at the Round Rock Amphitheater, but their desire to lease vacant building space for a downtown theater has been slowed by a financial Impasse over fair value. Penfold is also interested in eventually building a new facility near the multi- modal, mixed-use transit center as outlined in the 2010 Downtown Master Plan, but would require a significant fund raising campaign. The Strategic Plan and Implementation Guide is Intended to better coordinate efforts tike these and coalesce ambitions of the arts community more effectively. It will assist the city in arriving at a formalized community vision through an extensive stakeholder outreach process In concert with the Round Rock Area M Council and potential public-private partnerships. The visioning process will be informed 13 by understanding what differentiates the city physically and culturally, understanding the market, and providing best practices insight based on successes elsewhere. A clear action plan will be generated with near, mid, and longer term initiatives that respond to specific objectives generated from the overall vision. Ultimately, the plan Is to leverage arts and culture as a tool for economic and community development, while enhancing the quality of Ills for residents and visitors. Methodology While our teams experience provides a proven methodology, our process allows for results that are a reflection of a community's unique sense of place. Both 1-13 and Webb Management firmly believe that 'one size does not fit air; each project is viewed with a fresh set of eyes. We do not have all the answers. Every task outlined in the scope of services provided in this proposal will be filtered through 5 community elements in a cyclical and knowledge based process. The process relies as heavily on conversations as it does state-of- the-art data gathering and mapping techniques. A wide variety of community and stakeholder workshops include open houses, community coffees, interactive planning sessions. surveys, and dynamic presentations with sophisticated graphic simulations. Above all our team starts each project by listening and forming a collaborative working relationship with our clients. The only thing certain with a strategic pian and implementation guide is change, and the process must be flexible enough In making recommendations to encourage and allow for new opportunities as they arise. Frequent communication, access to a H3 protect Information web -based cloud, and frequent visits by our team are the norm. A few beliefs inherent In our methodology include: • A strategic and implementation plan for cultural programming, events, public art, and facilities must understand how improvements in one area may affect the activities or operations of another. The plan must address the arts as a 'cultural system' that fosters synergy and artistic interaction while minimizing conflict and competition. METHODOLOGY We do not have all the answers. Every task Is filtered through 5 elements in a cyclical and knowledge based process. Understanding ' Aound gook spirit of Ptecs ° ( (Anti* and ehi.le 10160cte1W4, ' • oeniin4, Pr rerpnceti depted nimiS Critical Issue + Trends City of pound Rock.` Clnd/ ti«,ixrs ProleM 0.404.0; comnxraa a.cr.aonkwe:esl0 Vision + A/ ticipated Gaps Round Flocft Ar1N1'Arts Council Key t8tekehokbre Alternative CommunityInput Synthesis - Action •Pan Arta Infraatruoturo rindY Development Framework' 113 14 • The arts must be seen as part of a larger mix of development program that add value, white enhancing the quality of lite for residents and visitors. Creating successful places that are anchored by cultural and art institutions can facilitate public- private partnerships that would otherwise not be feasible. The decision on what programs or facilities to support should be based on careful consideration of four key issues: (1) potential audiences; (2) likely uses and users; (3) how new programs, public art, or facilities relate to existing inventory in the region and, finally, (4) what benefits and impacts new arts initiatives might have on their communities. The study must be inclusive, providing ample opportunities for key constituents to have a voice and role in the enhancement of existing facilities, and the development of new ones. Approach The services described in this qualifications package are based on an approach H3 and Webb Management have developed and employed successfully in a number of other communities. While development of Round Rock's artistic environment Is at the core of this plan, achieving private sector interest will be a necessary tool to transform many of the objectives Into a reality. Our team has significant experience not only creating successful places that are anchored by cultural and art institutions, but also facilitating public private partnerships that implement these types of developments. The following are key pieces of that approach tailored for the City of Round Rock. The development action plan initiatives should be aspirational, but also grounded in real estate, financial, and cultural market realities. The plan should also recommend strategies for local and regional cultural organizations to develop partnerships that will enhance and potential expand the economic and financial opportunities that are currently available. • Successful cultural development must be sensitive to the existing fabric and integrate within the surrounding community. • The protect must seek alignment of interest between the public sector's objectives and private -sector's interests in order to implement a successful partnership. • The case for arts and cultural facilities must address demand from audiences and facility users relative to the quality and supply of existing facilities. In addition, expanded facilities will make sense if the arts and culture are seen as a way for the region to achieve broader goals. Thus our first challenge is to understand demand and supply Issues, as weil as the potential role of the arts in community development. • Physical, operating and financial perspectives are critical and Inter- related. The study must bring these perspectives to bear on the basic question of what facilities wilt best serve Round Rock and the region and how will they be sustained. • The process must be as inclusive and open as possible, encouraging all voices to be heard. • The experience of other institutions, communities and organizations can help to build a compelling case on how to develop and operate cultural facilities, if understood against the particular qualities and character of Round Rock. • Our studfes and reports are developed in close collaboration with our clients. On each visit to the community, we report on what we have learned to date and work with our client to understand the meaning and Implications of that research. • Studies are not Intended to sit on a bookshelf, but rather to be well - used guides and roadmaps for those charged with transforming ideas into reality. Scope H3 and Webb Management have custom tailored our proposed project scope based on those services requested and required deliverables. Based on our review of previous studies, the pre-bid meeting, and our two-day visit to Round Rock we suggest select additions, clarification, and an intensive series of 5 workshops and a minimum of 6 steering committee or project manager meetings. We suggest the study be organized into 5 tasks beginning in October of 2010 with completion in April of 2011. If the City finds it advantageous for an earlier completion date our team is prepared to completed the study in 4 months. Prior to commencing work H3 will work closely with the city to refine the scope as part of the kickoff meeting. Based on our previous experience with projects of a similar nature workshops will be part of `Round Rock Days" where our team arrives on a weekday afternoon and departs the following evening maximizing our time on the ground. Our scope of services narrative has been kept brief with respect to the RFP's page limit and our detailed 15 schedule with task by hours matrix that appears at the end of this section. TASK 1: Existing Conditions 1.1 Review of Previous Materiala: A review of previous studies as outlined In Part 1 of the request for proposals will be made. In addition, our team will scan for arts related plans underway in adjacent municipalities and include recent data that has been assembled from our current work with the Long Center In Austin. Work underway in the Immediate region that may impact Round Rock's future pians will be noted. 1.2 Project Kickoff Meeting and Workshops: H3 and Webb Management suggest in addition to the Assistant Town Manager that a project steering committee be formed made up of elected officials and professional staff. The Round Rock Arts Council should be an integral part of any committee. Based on our findings In Task 1.1 our team will present a common elements analysis and key Issues that we believe most pertinent to the study. A final review and refinement of the protect scope will be made, key events scheduled, and a system for dissemination of Information agreed upon. Stakeholder Interviews: Following the project kickoff meeting we will begin individual stakeholder interviews with representatives or civic leaders in the arts. Ono -on -one informal discussions will also be held with public officials and private development entities. Community "Coffee' Open House: An informational community open house will be held announcing the commencement of the arts and culture H3 H3 study. information will be provided via large-scale graphic panels describing the purpose of the project, expected outcomes, examples of similar projects, and a schedule. A sign -in sheet will be used to gather a Ilst of interested community members for direct contact later in the project. Comment sheets will be organized Into specific topics to solicit early input. 1.3 Review: 1.31 Physical and Cultural Dlfferentlatton: Based on findings In the 2010 Downtown Master Plan and our team's visual and mapping survey we will use the 3 elements of urban design: buildings, Infrastructure, and open space to articulate Round Rock's unique character and prevailing development patterns. Character zones will be defined base on historic building stock, density, block patterns, ground Level uses, and circulation. As part of the thls task community goals, benefits & Impacts in the relative to arts and culture will be assessed. Community Goals. Benefits & Impacts: Assess the potential impacts and benefits of additional cultural activity and new and/or improved cultural facilities on Round Rock and the region as a whole. Determine how new initiatives can play a role in broader community goals, including such issues as downtown development, economic Impact, educational opportunities and cultural tourism, and how these various relationships affect demand for facilities and programs. 1.32 Arts and Culture Inventory: Webb Management with H3 and the City of Round Rock's support will visit facilities, interview facility operators and users, i5 and conduct secondary research to create comprehensive inventories for the community s cultural resources, including facilities that regularly accommodate formal cultural activity. Detail will include size/capacity, physical facility features, program content, quality and other key aspects. We wilt utilize all of this information to assess: o How existing facilities and resources support commercial and non-profit arts and business organizations. o How resources support audience participation and community Involvement. o How various types of gaps in the inventories are limiting opportunities for activity, programming, teaching and audience participation. 1.33 Base Map Preparation. H3 will create a series of composite maps at a regional, city, and downtown scale using the city's GiS data, aerial maps, and those generated from previous studies such as the 2010 Downtown Master Pian. Base maps will be used throughout the project for analysis, 1.34 Preliminary Market Scan: Based on our current experience In the region, as well as more detailed research and analysis specific to the Round Rock community, describe and understand the resident and visiting markets for arts and culture in the short, medium and long term in terms of market size and characteristics and potential relevant to cultural attendance and participation. Consider potential for community arts support in light of trends toward more participatory engagement. Md evaluate the strengths and weaknesses of the market area based on research into national trends in arts participation. Cultural MaQpjpg: Synthesize and consolidate existing and newly collected Information on Round Rock's cultural resources to fit within a set of cultural asset categories. Examine this framework and geographically map resources to understand their relationship to each other and to a set of population and demographic characteristics. Examine the framework and discuss existing and potential cultural diversity in support of economic, social and community development. Demand Estimates: Meet with and survey local arts organizations, presenters, educators, and community leaders to assess their use of existing spaces and demand for arts and cultural facilities and related infrastructure and programs to support sector growth. Prepare an activity profile listing specific types and estimates of demand for space. 1.4 Steering Committee Meeting: At the conclusion of Task 1 our team will meet with the steering committee to present our observations, garner feedback, and discuss next steps. Meeting minutes will be maintained by the City of Round Rock. 1.5 Memorandum of Findings: A two page memorandum of findings will be provided for Task 1 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 2: Arts and Culture Vision 2 1 Best Practices and Alternative Approaches: Drawing on our own experience In helping communities across the country more effectively support and enliven the arts our team will present specific case studies and a series of best practice principles appropriate for Round Rock. Our team will highlight various approaches to nurturing, creating, and implementing arts and cultural activity as discrete public protects, community based groups, nonprofit professional organizations, and as part of an integrated public-private development efforts. H3 and Webb Management have recently hosted and moderated major arts and culture symposiums attracting attendees with positions in arts leadership from around the country and will use them as a resource for this study. Comparable Cultural Communities: The team will identify communities similar in size and character to Round Rock that have successfully developed and supported creative economies and/or cultural activities and programs similar to those recommended. Specifically discuss partnership strategies that have led to sustainable cultural development and facility operation. Also describe facilites comparable to recommended facility concepts in similar regions around North America, including information about size, components, location, cost and keys to success, to inform and validate the choices being made for Round Rock. 2.2 Potential Funding Sources: Our team is adept at identifying potential funding sources at the federal, state, county, and local levels. H3 as an internationallyrenowned architectural, historical preservation and urban design firm that focuses on public and cultural buildings, including development of arts inspired open spaces, corridors, and districts will use its experience in 17 assisting clients with significant private sector fundraising efforts as part of this 10 year plan implementation guide. Our team will draw upon experience in developing complex strategic arts and cultural plans that have secured funding and generated economic and real estate development. 2,3 SWOT Analysts: Based on findings In Task 1, best practices, and review of potential funding sources, H3 and Webb Management will conduct a strengths, weaknesses, opportunities, and threats matrix to assist in guiding the visioning process. Based on the analysis describe opportunities with potential to develop and sustain arts and culture In Round Rock, Including facilities within that discussion. If appropriate. comment on facility needs and improvements necessary to serve the Round Rock constituency in the short, medium and long term, include detailed recommendations on sizes, capacities, key components, levels of flexibility and activity to be supported by facilities. Then prioritize opportunities in terms of demand and supply Issues and the broader goals of the community. 2.4 Project Steering Committee lv(gating: A presentation of findings to date In Task 2 will be made followed by a working session to finalize materials for the Issues and Concerns Public Workshop. 2.5 Public Workshop: Issues and Concerns / Needs and Preferences: A two part community workshop will be held with a brief overview of our team's findings to date and the "state of the arts' in Round Rock. The second half of the public forum will be dedicated to better understanding the general H3 public's issues, concerns, needs, and preferences. 2.8 Draft Vision Statement Based on findings above and working closely with the Assistance City Manager, Project Steering Committee, and the Round Rock Arts Council, our team will draft an overall vision statement for strengthening and expanding the arts In public spaces and as a tool for leveraging the private sector's interest in providing cultural related amenities. The vision will be grounded in the belief that reinforcing Round Rock's unique sense of place through creative environments Is critical In differentiating it from adjacent communities. The overall vision will be supported by areas of focus accompanied by annotated reference Images, mapping, and graphics. 2.8 Arts and Culture Menu {Objectives)• A menu of programs, events, public art, planning strategies, and facilities development will be created that best support the vision. The menu will include a range of objectives necessary to achieve the vision. 2.8 Memorandum of Findings: A two page memorandum of findings will be provided for Task 2 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 3: Draft Action Pian - initiatives &t Grin Analvsls: Identify gaps, if any, between existing and/or trending conditions and objectives In Task 2. Our team with support of the City will more closely examine potential 18 shortcomings that would hinder successful implementation such as infrastructure, linkages, financing, timing, organizational capabilities, poliitical dynamics, and physical limitations. 3.2 Stakeholder Workshop. 'Arts and Development Roundtable' Art and cultural leaders will be invited to gather as a follow-up to our Task 1 Interview Process and discuss as a group aur findings, draft vision plan, and potential ways to close or ease gaps in achieving the supporting objectives. 3.3 State Premise for Narrowing Gaps: Certain objectives supporting the overall vision may fall beyond the outlook of this strategic pian and implementation guide given existing conditions and trends. Based on Input from the city, key stakeholders, and the public, planning efforts or initiatives outside the realm of "arts and culture" may be required to provide the necessary conditions for gaps to be filled. A premise for each of these should be developed and included as part of the Action Plan. 3.4 Initiatives: A matrix of initiatives will be prepared organized in near, mid, and longer term timeframes will be drafted. Actions items may include public policy, events, programming, public art, attractions, master plan concepts, and facilities. Operating Scenarios: Identify, describe and evaluate ownership, operating and management models that may be used to manage facilities and programs identified as top priorities within the plan. Consider options such as management from within a public infrastructure, leasing venues to exclusive or non-exclusive facility operators, and developing new entitles or partnering with focal nonprofits or commercial entities to management programs or facilities. Address governance structure, public level of input and oversight, and relevant issues such as community access, scheduling and public events. Funding: Develop a preliminary strategy to raise funds for the implementation of near, mid, and longer term initiatives recommended in the action plan. Identify potential financial sources from local and regional government, federal government, corporations, foundations and Individuals for Administration, programming, events, construction and continuing operations of existing and new facilities with the possibility of a cultural district. Offer preliminary guidance on the creation of a funding plan, and how to use the study as a fundraising tool. 3.5 Project Steering Committee Meeting: A draft version of alternative action pians with near, mid, and longer term initiatives will be presented at the steering committee meeting. 3.6 initiatives Concept Planning Imagery and Mapping: A preliminary graphic mapping and supporting imagery will be provided in support of the action pian matrix. 0.7 Memorandum of Findings: A two page memorandum of findings will be provided for Task 2 with an accompanying PowerPoint presentation with annotated graphics, charts, and text. TASK 4: Action Plan Evaluation 4.1 Action Plan Evaluation Criteria: A final evaluation of the action plan (near, mid, and longer term initiatives) will use criteria that includes community fit, demographic appeal in attracting such segments as the 'creative class', technical parameters, cost, timing, and the ability to measure projects' effectiveness. Economic Imaact: Forecast the economic impact of new and enhanced facilities, as well as a potential cultural district, including the impacts of construction, operation and ancillary spending associated with attendance related to programming, public arts, events, public policy, and facilities.. Estimate the direct and Indirect impacts of initiatives on the Round Rock market area, Including outputs, increased earnings and employment. (with assistance from the City of Round Rock) 4.2 Project Steering Committee Meeting: Present findings of action plan evaluation and finalize Initiatives to appear In action plan. 4.3 Refine Action Plan: Based on the evaluation process and Input from the steering committee complete final revisions to the action plan. TASK 5: Recommendations 5.1 Executive Summary 5.2 initiatives Mapping and Concept imagery 5.3 Protect Steering Committee Meeting: Review final action plan, supporting graphics, concept imagery, and discuss presentation of final plan to the public. 19 5.4 Community Outreach - Public Presentation. Host a final public meeting presenting an executive summary version of the plan supported by graphics and anticipated outcome scenarios. 5.5 Full Report: A full report will be issued by 11 April 2011. H3 1 0 H3 1.3 1.31 Physical and Cultural Differentiation Budding_i, Infrastructure,and Open Space\ _- Co Cherecter and Districts DBrNopmenl and Poputetkm Pettemt{ Corrytwnily 9opb Benelita &Impacts 1.32 Ana and Culture inventorilwith C_, esslelance __ Downtown and Mader PIS Boundell n_._ Roud_.._ .-.Bock City Limits Regional Overview ph3omks radius) Feat* Progra ns Public Art -Events _ 1.33 Base (with City aaaistanoej- 1.34 Pgeliminary Market Scan t -- 4 21 24 Acts and Cultural Community Characteds Estimated Audience Oemsrtd end Leakage Comptementuy Usae Enttsnoed_by_the Art} Estimated Dement; fog Foot Uses 6 Users _.._... Potential De Paitnerehl .1 with M 1.4 Pr. act Stoorin. Contmittoo Mootln: 2 1.5 Memorandum of Find) s Consulting Toarn H3 Hardy Coliaboralion Webb Management Tasks Review Previous Initiatives and Studies Proloct 1(lckoft Mooting Review and Revise Scope as Necessary Community Outreach 1: Stakeholder intervlews • Community Outreach 2: "Cottee" Open House • 4 to 2.0 Ta .k 2 AW, Anti Cniluro Vision 2.1 Best Practices and Alternative Approaches 4 4 _..Benchmagking . Case Studies Aria as an Economic Pevelopmeitl Toot Ms and Cultural Growth Strategies Anchor Venue(s), District. Dispersed, ands« Hybdo Models 2.2 Potential Funding Source* 2.3 SWOT Ana ale • 2.4 2.5 Community Outreach 3: Public, Workshop • Issues and Concerns Needs and Preferences 2.7 Draft Vision Statement 2 4 15 10 Renforoe Round Rock's Unique Sense of Place Articulate Focus Arts and Culture Manu (Objectives) 2 4 42 24 2.8 Memorandum of Findings Pro act Stoerint Comrmttoo Mootinr 3 2 20 i 2 3 3.0 .1 Task 3: Draft Action Akin (Ioitiatrvos) Gap Analysis: Identify gaps, if any, between existing / trending conditions and objectives in Task 2. Such as: Infrastrudurs and Unkages Financial and Timing Organizational and Politica Physical Limitations 3.2 Community Outreach 4: Arts Roundtable • 3.3 Stats Premise for Narrowing Gags Initletives: Public Polley, Events, Programming, .5 Public M, Attractions, Facilities .8 3.7 4.0 4.1 4.2 4.3 8.0 5.1 5.2 5.3 _ Near Tenn Medium Term ro act Morin r Committee MooUn 4 L er Term Initiative* Concept Planning Imagery and Mapping Memorandum of Findlnns ears Crites% Community kind Character tomographic Appeal such as attracting the 'Creative Class' Technical Parameters Economic Benefits Costs, Funding, and Finandng Abir to Measure Effectiveness ro oct Sto•rinl Committee MooUnr 5 Refine Action Nen Executive Summery Initiatives Mapping end Concept imagery Full R.' rt ro oct StoerIn, Cornmittea Wolin : 6 Community Outreach 6: Public Presentation • 12 18 4 12 12 e 10 18 8 1e e 16 4 8 40 1e 40 24 32 24 3 Total Labor Hours 32 Not To Exceed Total Project Cost • Indicates with City assistance 21 268 474 34 118 4004. 100 Go 3 memorandum to: Cindy Deniers, Assistant City Manager, City of Round Rock from: Carrie Blake, Webb Management Services regarding: Arts & Culture in Public Spaces Master Plan: First Visit Preparation date: October 4r. 2010 cc: Steve Stainbrook & John Fontillas, 1-13 Hardy Collaborative Architecture Preparation for Initial Interviews and Site Visits The following memo outlines the process that will kick-off our work for the City of Round Rock: interviews and facility tours. This document should help you and your staff prepare for and facilitate our first visit. White we will help however we can, we have learned through trial and error that the administration of our schedule is best left to a local person in order to encourage strong participation and to ensure attention is paid to whom and where it should be. Purpose of Interviews The purpose of the visit is to collect key information from organizations, existing facilities, individuals and community groups that will enable us to provide a thorough and accurate assessment of the current and future needs and opportunities for Round Rock's arts and cultural community. The interviews will be informal and confidential. Identifying Interviewees The first step is to devetop a list of the proper groups and individuals to interview. The key is to identify a broad group of potential interviewees whu have a stake or great interest in the past, present and future of the arts and cultural community in Round Rock and the surrounding area. We would like to meet with: ,k Any and alt arts and cultural organizations and program providers or those may help us assess current arts attendance patterns, programming, and related activity in Round Rock and the immediately surrounding region; �k Those familiar with the levet of community and funding support for the arts and culture in Round Rock, Travis and Williamson Counties. * Any other key people who ought to be involved in the project such as potential funders, community educators, business and community leaders. political leaders, etc.; * Operators of arts and cultural facilities or attractions in Round Rock and nearby areas; and building creativity Lmoire St -Ate _ / 1t?k. I 350 r irtr.. A.tierue. Suitc 405 NV. NY ' O : F? : t 21 . 9[ _.fr:,G^ F 212.929 we.,r n ,,,r., ,t,g * City staff or leadership who might speak to the project as a whole, including larger goals and constraints. More specifically, possible categories of groups/individuals to explore during brainstorming include the following: * Representatives of any arts organizations that produce or present professional or participatory programming in Round Rock and the surrounding area such as the Round Rock and Williamson County Symphonies, Round Rock Community Choir & Band, the Pentold Theatre Company, the Sam Bass Community Theatre, and the Main Street Quilt & Thread 6u[td; * Cultural facilities managers inctuding representatives from ArtSpace, managers of school auditoria that are able to be used by the public and City representatives that program or coordinate use at the Baca Center & Amphitheater and other public spaces; * Any managers or creators of public art programs and site-specific installations and exhibitions; * Commercial promoters, including anyone bringing touring activity to Travis and/or Williamson County; * Representatives from any cultural service organizations such as the Round Rock Arts Council; * Representatives of the Round Rock Convention & Visitors Bureau and any other tourism organizations or tourist or cultural destinations Eike the Patrn House Museum; * Representatives from relevant community organizations, including ethnic/church groups, youth groups, service clubs, community associations, such as the YMCA Art & Education Program and the El Amistad Club; * Public educators such as Superintendents and/or leaders of art programs in local public schools; * Key business or industry leaders; * Elected or appointed officials; * City staff, including those from economic development and planning offices who can help us understand how the face of Round Rock and the region are likely to change in the coming years; • Outstanding/interested individuals who have made a contribution or who have in-depth history with the community; ax Those who may OPPOSE further City support of the arts and culture tall voices should be heard!. Site Visits We wilt also need to tour sites and facilities where local and regional arts and cultural activity takes place in order to gain a sense of the cultural opportunities available within the area and of the private and public spaces that are used by local arts groups. Facility visits should be arranged in advance to ensure that the doors will be open, the lights will be on and someone will be there to walk us through and answer any questions. Proper allowance for travel time should be included in the schedule. Page 2 Interview Invitation and Preparation Each person or group invited to interview should receive a call, letter or email informing them about the planning process and explaining the need for the planning team to receive input and information by way of personal interviews. The invitation should also include how the interview wilt be conducted (informal, confidential), the type of information witt be discussed (listed below) and that any and all input is welcome. Promptness should be encouraged. Following is a sample of a letter/email that might serve as an introduction. Dear The City of Round Rock has hired Ii3 Hardy Collaborative Architecture and Webb Management Services to develop a comprehensive ten-year strategic and implementation plan for Arts & Culture in Public Spaces. Representatives of the consulting team will be in town on ROMA for interviews with a range of constituents, including local performing and visual artists, representatives from arts organizations, City staff and leadership, educators, business Leaders and other community constituents, The purpose of the interviews is to collect information that will enable the consultants to understand the current state of arts and culture in Round Rock and the region, identify opportunities and suggest the role of the City in supporting arts and cutturat development. We would be most grateful if you or a representative of your organization might be available to participate in these interviews. Someone from our office will be in touch over the next several days to see if we might include you in the schedule. Alt interviews will last 30 minutes and wit) be informal and confidential. Best regards, I�%ty of7tguhi9�tpc`�=�eRr�SetSfB�ive1 We wit! likely ask each interviewee about their organizational background, areas) of expertise and questions about their thoughts and perceptions around the future of the arts and cultural community in Round Rock. Other questions of topics of conversation might include the following: 3k Characteristics of Round Rock and a community and its position within the Austin regional market; �k Nature of involvement and background in the arts and culture iri Round Rock and elsewhere; �k Perceptions, strengths and opportunities around arts and cultural offerings; and �k Possibilities for partnerships and engagements. Interview Logistics Thirty minutes is sufficient for most organizations and individuals. If there are a few individuals that seen to go together, they can be scheduled during the same time slot. Interviews should be scheduled in succession without breaks in between, though an hour should be set-aside for lunch. It would be helpful if all interviewees can be received and made to feel comfortable in advance of the interview. Our office should be supplied with lists of interview times in advance of the visit. This should include the names, organizations, phone numbers, and email addresses of those being interviewed. Some care should be taken to ensure that those groups most relevant to this particular study receive scheduling priority. If there are any groups or individuals who cannot meet during this initial visit, we will reach out to them via phone and/or email surveys. Although it would be most efficient for the majority of the interviews to hike place in one contra( location, when appropriate or necessary, we can travel to the offices or workplaces of interviewees. It we need to travel between locations, please be sure that ample travel time is set aside within the meeting schedule. Additional Information Required Prior to the first visit, it would be helpful to receive any and all available information relevant to the project. This may include: * * Round Rock Convention and Visitors Bureau Tourism and Marketing Pian; Background on arts and cultural funding policies and history via the Hotel Occupancy Tax; ACT 2005 strategic pian and 2008 follow up study: Any current demographic or trend data; and Any additional reports on tourism and other local and regional economic indicators. We're Looking forward to this visit! Please don't hesitate to contact us at any time with questions. Page 4 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 CITY OF ROUND ROCK REQUEST FOR PROPOSALS FOR CONSULTANT SERVICES TO CREATE THE ARTS AND CULTURE IN PUBLIC SPACES STRATEGIC PLAN AND IMPLEMENTATION GUIDE PART I GENERAL 1. PURPOSE: The City of Round Rock is pleased to invite consultants to submit proposals for developing a comprehensive ten-year strategic plan and implementation guide that shall define the role of the City of Round Rock in supporting arts and culture in public spaces to accomplish the City's broader goals. The purpose of the plan is to provide a "roadmap" for the City in pursuing this segment of the strategic vision to be the City of Choice for residents, businesses, entrepreneurs, and visitors. A key element of this vision is the development of the area's artistic and cultural environment to further enhance the quality of life in Round Rock. Recent economic trends clearly demonstrate that local economies depend greatly upon the creative and intellectual capital of their citizens. To cultivate this capital, the City needs to nurture the artistic climate in public spaces that will attract a creative and diverse workforce and to ensure that all residents have access to arcs and cultural activities. To enable this directive, the City seeks a clear set of priorities, a step-by-step action plan and schedule that can be supported through policy and a commitment of City resources. 2. BACKGROUND: The City of Round Rock, Texas, with a population of 150,000, to include those residents living just outside the City limits, is located 15 miles north of Austin in the Central Texas Hill Country. This location places the City within three hours driving time of ninety percent of the population of the State of Texas. The City has experienced tremendous growth over the past ten years, is home to a number of major employers and is scheduled for a 2060 build -out of 300,000 residents. The Round Rock community has a vibrant higher education sector, including Texas A&M Health Science Center, Texas State University and Austin Community College. The Art Institute of Austin and many other arts organizations are also located in Round Rock. Until now, the City has had no comprehensive strategic plan for the development of arts and culture in public spaces. The City's General Plan, Library Plan and Parks and Recreation Plan contain elements of arts and culture support. Many additional efforts have been undertaken to lay the ground work for expanding arts in the community. Those efforts include: 2.1 2003 — Convention and Visitors Bureau commissioned a Tourism and Marketing Plan. 2.2 2006 — ERA Completed an Event Facilities Assessment, to include a feasibility study for a Performing Arts Center, Convention Center, Special Events Center and others. 2.3 2007 — Task Force to Encourage Philanthropy for Arts and Cultural Activities in Round Rock presented a report with key conclusions to the Round Rock City Council. 2.4 2009 — Round Rock Area Arts Council formed and commissioned an informal citizen survey on the arts. 2.5 2009 — Round Rock City Council adopted an overall strategic plan for the City which includes expanding and strengthening arts and cultural activities in the community as one of 39 goals. Page 1 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 2.6 2009 — Historically the City has been allocating 1% of the Hotel Occupancy Tax to support the arts and now has refined its purpose and criteria for the disbursement of those funds. 2,7 2010 — Round Rock Area Arts Council remains active and opened the ArtSpace, a community gallery in Downtown Round Rock. 2.8 2010 — Round Rock City Council adopted a Downtown Master Pian with a vision for downtown to become an attractive place for residents and visitors and a center for cultural activities. The plan includes potential sites for a theatre and insights into historic preservation. 3. DEFINITIONS: The following definitions will be used for identified terms throughout the specification and bid document: 3.1 Arts and Culture — Includes all forms of artistic and cultural expression to include visual and performing arts. 3.2 Agreement —A mutually binding legal document obligating the Vendor to furnish the goods, equipment or services, and obligating the City to pay for it. 3.3 Bid/Proposal/Offer/Quote — is a complete, properly signed response to a Solicitation that if accepted, would bind the Offeror to perform the resulting contract. 3.4 Offeror/Bidder/Respondent — Identified throughout this specification shall describe persons and entities that consider themselves qualified to provide the goods, equipment or services. 3.5 City — Identifies the City of Round Rock, located in Travis and Williamson Counties, Texas. 3.6 Goods -- Represents materials, supplies, commodities and equipment. 3.7 Piggyback Contract —A term used to identify contract/agreement or purchase order that has been competitively bid in accordance with State of Texas statutes, rules, policies and procedures and have been extended for the use of state and local agencies and active State of Texas CO-OP entities. 3.8 Purchase Order-- is an order placed by the Purchasing Office for the purchase of Goods or Services written on the City's standard Purchase Order form and which, when accepted by the Offeror, becomes a contract. The Purchase Order is the Offeror's authority to deliver and invoice the City for Goods or Services specified, and the City's commitment to accept the Goods or Services for an agreed upon price. 3.9 Services — work performed to meet a demand. The furnishing of labor, time, or effort by the vendor and their ability to comply with promised delivery dates, specification and technical assistance specified 3.10 Subcontractor Any person or business enterprise providing goods, labor, and/or services to a Vendor if such goods, equipment, labor, and/or services are procured or used in fulfillment of the Vendor's obligations arising from a contract with the City. 3.11 Vendor — (Sometimes referred to as Contractor, Consultant) a person or business enterprise providing goods, equipment, labor and/or services to the City as fulfillment of obligations arising from an agreement or purchase order. 4. COMPENSATION: Consultant teams shall prepare and submit an estimate for their services based on an assessment of the Scope of Work detailed in this Request for Proposal. Page 2 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 5. CONFLICT OF INTEREST: Effective January 1, 2006, Chapter 176 of the Texas Local Government Code (House Bill 914) requires that any vendor or person considering doing business with a local government entity disclose the vendor or person's affiliation or business relationship that might cause a conflict of interest with a local government entity. The Conflict of Interest Questionnaire form is available from the Texas Ethics Commission at www.ethics.state.tx.us. Completed Conflict of Interest Questionnaires may be mailed or delivered by hand to the City Secretary. If mailing a completed form, please mail to: City of Round Rock City Secretary 221 East Maln Street Round Rock, Texas 78664 Any attempt to intentionally or unintentionally conceal or obfuscate a conflict of interest may automatically result In the disqualification of the vendor's offer. 6. CLARIFICATION: For questions or clarification of specifications, you may contact: Joy Haggett Purchasing Department City of Round Rock Telephone: 512-218-6682 jbaaaetteround-rock.tx.us The individual listed above may be contacted by telephone or visited for clarification of the specifications only. No authority is intended or implied that specifications may be amended or alterations accepted prior to bid opening without written approval of the City of Round Rock through the Purchasing Division. All questions regarding the RFP shall be submitted in writing by 5:00 p.m. on August 18, 2010. A copy of all the questions submitted and the City's response to the questions shall be posted no later than August 20, 2010 on the City's webpage, htta://www.roundrocktexas gov/home/index.aso?nage=463. Questions shall be submitted to the City contact named above. 7. EX PARTE COMMUNICATION: Please note that to insure the proper and fair evaluation of a bid, the City of Round Rock prohibits ex parte communication (e.g., unsolicited) initiated by the Offeror to the City Official or Employee evaluating or considering the bids prior to the time a bid decision has been made. Communication between Offeror and the City will be initiated by the appropriate City Official or Employee in order to obtain information or clarification needed to develop a proper and accurate evaluation of the bid. Ex parte communication may be grounds for disqualifying the offending Offeror from consideration or award of the bid then In evaluation, or any future bid. Page 3 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 PART 1I INSTRUCTIONS 1. PROPOSAL SCHEDULE: It is the City's intention to comply with the following proposal timeline: 1.1 Request for Proposals released 1.2 Non -mandatory pre -proposal conference 2:00 PM City of Round Rock Council Chambers 221 E. Main Street Round Rock, Texas 78664-5299 1.3 Deadline for questions 1.4 City responses to all questions/addendums 1.5 Responses for RFP due by 3:00 p.m. 1.6 Oral Presentation (if selected) 1.7 Award to Vendor and Executed Contract 1.8 Strategic Plan Completion Goal August 2, 2010 August 23, 2010 August 25, 2010 August 27, 2010 August 31, 2010 September 13 — September 17, 2010 October 14, 2010 April 30, 2011 The City reserves the right to modify these dates at any time with appropriate notice to all prospective Respondents. 2. PROPOSAL DUE DATE: Signed and sealed proposals are due no later than 3:00 P.M., August 31, 2010, to the Purchasing Department. Mail or carry sealed proposals to: City of Round Rock Purchasing Office 221 E. Main Street Round Rock, Texas 78664-5299 2.1 Proposals received after this time and date will not be considered. 2.2 Sealed proposals shall be clearly marked on the outside of packaging with the RFP title, number, due date and "DO NOT OPEN". 2.3 Facsimile or electronically transmitted proposals are not acceptable. 2.4 Late Proposals properly identified will be returned to Respondent unopened if return address is provided. 3. PROPOSAL SUBMISSION REQUIREMENTS: To achieve a uniform review process and obtain the maximum degree of comparability, the proposals shall be organized in the manner specified below, Proposals shall not exceed twenty (20) pages In length (excluding resumes, title pages(s) and index/table of contents, attachments or dividers). Information in excess of those pages allowed will not be evaluated. One page shall be interpreted as one side of a double-spaced, printed, 8'/z" X 11" sheet of paper. Submit one (1) unbound original and twelve (12) bound copies of proposal. It is recommended that proposals not be submitted in ringed binders or metal spirals to conserve cost for both the Respondent and the City. Once submitted the proposals become the property of the City. Page 4 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 3.1 Title Paae (1 page) Show the RFP title and number, the name of your firm, address, telephone number(s) name of contact person and date. 3.2 Letter of Transmittat (1 page) 3.2.1 Identify the RFP project for which proposal has been prepared. 3.2.2 Briefly state your firms understanding for the services to be performed and make a positive commitment to provide the services as specified. 3.2.3 Provide the name(s) of the person(s) authorized to make representations for your firm, their titles, address, telephone numbers and e-mail address. 3.2.4 The letter of each proposal shall be signed in permanent ink by a corporate officer or other individual who has the authority to bind the firm. The name and title of the Individuals(s) signing the proposal shall be clearly shown immediately below the signature. 3.3 Table of Contents (1 page) — Clearly identify the materials by Section and Page Number. 3.4 Proposal Narrative 3.4.1 Previous Performance/Experience 3.4.1.1 Provide detailed information on experience with providing arts and culture planning services as described in the Scope of Work. 3.4.1.2 Provide a representative list of projects of a scale and complexity similar to the project being considered by the City. The list shall include the project location, client, services provided by your firm for the project, term of services and an owner contact name. 3.4.1.3 Provide at least three references for which your firm has provided the same or similar services. Include a point of contact, current telephone number and a brief description of the services provided. Any negative responses received may result in disqualification from consideration for award. Failure to include references with submittal may result in disqualification from consideration for award. 3.4.2 Kev Protect Staff and Sub -consultants 3.4.2.1 Identify key project staff, task leaders and sub -consultants along with their expected services to the City for the scope of work on behalf of the firm. Resumes shall be included for each of the individuals and sub - consultants referenced which demonstrate their qualifications to satisfy all the critical and service requirement areas. The City reserves the right to approve or disapprove all sub -consultants prior to any work being performed. 3.4.3 Available Resources and Consultant Location 3.4.3.1 Provide information on size, resources and business history of the firm. 3.4.3.2 Provide information on personnel resources available to your firm, which indicates that you have access to the services necessary to perform the work in the time available and within the required standard. 3.4.3.3 Describe the firm's location where the primary services are to be provided and the ability to meet in person with City personnel when required during the performance of the Contract. Page 5 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 3.4.4 Prosect Understanding. Methodology and Approach 3.4.4.1 Consultant shall demonstrate a thorough knowledge and understanding of arts and culture planning detailed in the Scope of Work. This understanding shall contain an explanation of the consultant's methodology and approach for creating the City's strategy and Implementation guide. 3.5 Samples of Work — The Respondent shall provide samples of work to demonstrate their capacity for delivering the necessary components contained within the Scope of Work. 3.6 Sample Standard Contract — Respondent shall include a copy of the firm's standard contract to include standard budget and pricing for services, terms, conditions and estimated timelines. 4. DISCLOSURE OF LITIGATION: Each Respondent shall include in its proposal a complete disclosure of any civil or criminal litigation or investigation pending which involves the Respondent or in which the Respondent has been judged guilty. 5. CONFIDENTIALITY OF CONTENT: All proposals submitted in response to this RFP shall be held confidential until a contract is awarded. Following the contract award, proposals are subject to release as public information unless the proposal or specific parts of the proposal can be shown to be exempt from the Texas Public Information Act. Respondents are advised to consult with their legal counsel regarding disclosure issues and take the appropriate precautions to safeguard trade secrets or any other proprietary information. The City assumes no obligation or responsibility for asserting legal arguments on behalf of potential Respondents. 5.1 If a Respondent believes that a proposal or parts of a proposal are confidential, then the Respondent shall so specify. The Respondent shall stamp in bold red letters the term "CONFIDENTIAL" on that part of the proposal, which the Respondent believes to be confidential. Vague and general claims as to confidentiality shall not be accepted. All proposals and parts of proposals that are not marked as confidential will be automatically considered public information after the contract is awarded. 6. CLARIFICATION OF PROPOSALS: The City reserves the right to request clarification or additional information specific to any proposal after all proposals have been received and the RFP close date has passed. 7. PROPOSAL PREPARATION COSTS: AH costs directly or indirectly related to preparation of a response to this solicitation or any oral presentation required to supplement and/or clarify a proposal which may be required by the City shall be the sole responsibility of the Respondent. 8. BEST VALUE EVALUATION AND CRITERIA: Responders may be required to make an oral presentation to the selection committee to further present their qualifications. These presentations will provide the responder the opportunity to clarify their proposal and ensure a mutual understanding of the services to be provided and the approach to be used. All proposals received shall be evaluated based on the best value for the City. In determining best value, the City may consider the following: 8.1 Purchase price and terms; 8.2 Reputation of bidder and of bidder's good and services; 8.3 The quality of the bidder's goods and services; 8.4 The extent to which the goods and services meet the City's needs; 8.5 Bidders past relationship with the City; 8.6 The total long-term cost to the Municipality to acquire the bidder's goods or services; Page 6 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 8.7 Experience and qualifications; 8.8 Work Samples; 8.9 Methodology and approach; and 8.10 Any relevant criteria specifically listed in the solicitation. 9. CONTRACT NEGOTIATIONS: 9.1 Review all proposals and determine which Proposers are reasonably qualified for award of the contract. 9.2 Determine the Proposer whose proposal is most advantageous to the City considering the evaluation criteria. 9.3 Attempt to negotiate with the most responsive Proposer a contract at fair and reasonable terms, conditions and cost. 9.4 If negotiations are successful, enter into a contract or issue a purchase order. 9.5 If not successful, formally end negotiations with that Proposer. 9.6 Select the next most highly qualified Proposer and attempt to negotiate a contract at fair and reasonable terms, conditions and cost with that Proposer. 9.7 The City shall continue this process until a contract Is entered Into or all negotiations are terminated. 9.8 The City also reserves the right to reject any or all proposals, or to accept any proposal deemed most advantageous, or to waive any irregularities or informalities in the proposal received. PART 111 SPECIFICATIONS 1. SCOPE OF WORK: The City of Round Rock is seeking proposals for developing a comprehensive ten-year strategic plan and implementation guide that shall define the role of the City of Round Rock in supporting arts and culture in public spaces to accomplish the City's broader goals. Respondents shall be responsible for, but are not limited to carrying out the following tasks: 1.1 Review existing City arts and culture assessments and plans to include those listed in Part I of this RFP. 1.2 Define and formalize the community vision and the City's role in supporting and developing arts and culture in public spaces to support the City's broader goals. The City's strategic plan can be viewed on the City's website at: htto://www.roundrocktexas.aov/docs/strategic plan09.pdf 1.3 Identify issues and roadblocks and gather project Ideas via solicitation of public input from the community. This may include facilitation of public forums including open house(s) for general public and group meetings with existing art and cultural groups, individual artists, and/or a citizens survey (potentially In coordination with the Round Rock Area Arts Council). 1.4 Indentify long and short-term funding strategies for programs and required facilities. Include best practices of other successful communities, strategies of benchmark cities and a menu of options applicable to Round Rock. 1.5 Develop a project action plan to include types of events, attractions and programs and coordinating service delivery plan utilizing City resources and Infrastructure using data Page 7 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 gathered from 1.3 above. Plan shall prioritize actions based on long-term and short-term needs. 1.6 Outline City department or organization primarily responsible for each program and staff support necessary to manage each. 1.7 Develop a set of criteria for needs assessment for each strategic plan program to include, at a minimum: 1.7.1 Estimated design, construction and operating costs of said projects, 1.7.2 Funding and financing sources required and available by law. 1.7.3 Anticipated economic benefits from said programs. 1.7.4 Methodology for monitoring and measuring the effectiveness of adopted programs. 1.7.5 Present the results and recommended programs In a public forum and facilitate discussion and review of those recommendations with all stake holders to include Round Rock City Council, Department Directors, Round Rock Area Arts Council, and members of the general public. 2. PROJECT COORDINATOR: All work performed will be supervised and verified by the City representative(s) noted below. Cindy Demers Assistant City Manager Office: (512)218-5435 cdemersarou nd-ro ck.tx.us 3. DELIVERABLES: The successful Respondent shall be responsible for, but not limited to generating and providing the following in a Summary Report for The Round Rock Arts and Culture in Public Spaces Strategic Plan: 3.1 Identify what sets Round Rock apart from other Central Texas cities. 3.2 Articulate, based upon community input, the community's vision for the arts and culture In public spaces directive. This vision shall define our region's arts and culture niche and build on Round Rock's sense of place. 3.3 Define the role of the City of Round Rock in supporting arts and culture in public spaces. 3.4 Synopsis of community input functions and feedback received. 3.5 Program outline that will support the vision and include a prioritized list of programs and implementation strategy. 3.6 Recommend City resource allocation. 3.7 Identify City department or organization(s) primarily responsible for each program. 3.8 Statement with statistical back-up on the impact of arts and cultural programming on tourism and economic development. 3.9 Internal Strength, Weakness, Opportunity and Threat (SWOT) Analysis on the community's arts and cultural issues with action plan to capitalize on strengths and address weaknesses. Page 8 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 3.10 Map and list of Inventory of existing arts and cultural venues. (With assistance from City staff.) 3.11 Map and list of facilities and sites potentially available for arts and cultural enterprises. (With assistance from City Staff.) 3.12 Best practice recommendations for garnering private investment. 3.13 Identify opportunities and entities for Public/Private Partnerships. Provide implementation strategies supported by best practice examples. 3.14 Recommend applicable grant opportunities with guidance on how the City can maximize its ability to obtain grants. 3.15 Arts and Culture In Public Spaces Administrative Plan that clearly defines or establishes an entity to make recommendations to the City Council and defines the role of the following City of Round Rock stakeholders in participating: 3A5.1 Round Rock City Council 3.15.2 Planning and Community Development 3.15.3 Parks and Recreation Department 3.15.4 Library 3.15.5 Convention and Visitors Bureau 3.15.6 Boards and Commissions 3.15.7 City Staff 3.16 Arts and Culture In Public Spaces Community Engagement Plan which outlines the roles and participation levels of the following regional stakeholders: 3.16.1 Citizens 3.16.2 Business and Industry 3.16.3 Chamber of Commerce 3.16.4 Economic Development Partnership 3.16.5 Round Rock Independent School District and Higher Education Institutions 3.16.6 Round Rock Area Arts Council 3.16.7 Existing area arts and culture non-profit groups 3.17 Guidelines as to the City's role in providing assistance with logistics and marketing support for recommended programs. 3.18 Recommend how to reflect the City's history through arts and culture initiatives. 3.19 Strategy to attract and retain creative populations, to include artists, musicians, and their respective audiences. PART IV ACCEPTANCE AND PAYMENT 1. NVOICING: Vendor shall submit one original and one copy of each invoice on a monthly basis to the following address: City of Round Rock Attn: Accounts Payable 221 East Main Street Round Rock, TX 78664-5299 Page 9 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 2. PROMPT PAYMENT POLICY: Payments will be made within thirty days after the city receives the supplies, materials, equipment, or the day on which the performance of services was completed or the day on which the City receives a correct invoice for the supplies, materials, equipment or services, whichever is later. The Vendor may charge a late fee (fee shall not be greater than that which is permitted by Texas law) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by the City in the event: 2.1. There is a bona fide dispute between the City and Vendor concerning the supplies, materials, services or equipment delivered or the services performed that causes the payment to be late; or 2.2. The terms of a federal agreement, grant, regulation, or statute prevent the City from making a timely payment with Federal Funds; or 2.3. There is a bona fide dispute between the Vendor and a subcontractor or between a subcontractor and Its suppliers concerning supplies, material, or equipment delivered or the services performed which caused the payment to be late; or 2.4. The invoice is not mailed to the City in strict accordance with instructions, if any, on the purchase order or agreement or other such contractual agreement. 3. OVERCHARGES: Vendor hereby assigns to purchaser any and all claims for overcharges associated with this agreement which arise under the antitrust laws of the United States, 15 USGA Section 1 et seq., and which arise under the antitrust laws of the State of Texas, Bus. and Com. Code, Section 15.01, gj sea.. PART V GENERAL CLAUSES AND CONDITIONS 1. LABOR: The Vendor shall provide all labor and goods necessary to perform the service. The Vendor shall employ all personnel for work in accordance with the requirements set forth by the United States Department of Labor. 2, EXCEPTIONS: Any variation from this specification must be indicated on the bid or on a separate attachment to the bid. The sheet shall be labeled as such. 3. DAMAGE: The Vendor shall be responsible for damage to the City's equipment and/or property, the workplace and its contents by its work, negligence in work, its personnel and equipment. The Vendor shall be responsible and liable for the safety; injury and health of Its working personnel while its employees are performing service work. 4. WORKPLACE: The City is committed to maintaining an alcohol and drug free workplace. Possession, use, or being under the influence of alcohol or controlled substances by Vendor, Vendor's employees, subcontractor(s) or subcontractor (s') employees while in the performance of the service is prohibited. Violation of this requirement shall constitute grounds for termination of the service. 5. PRICE: The contract price shall be firm for the duration of the contract or extension periods. No separate line Item charges shall be permitted for either bidding or invoice purposes, which shall include equipment rental, demurrage, fuel surcharges, delivery charges, and cost associated with obtaining permits or any other extraneous charges. 6. INTERLOCAL COOPERATIVE CONTRACTING: Other governmental entities may be extended the opportunity to purchase off of the City of Round Rock's solicitation, with the consent and agreement of the awarded vendor(s) and the City of Round Rock. Such consent and agreement shall be conclusively inferred from lack of exception to this clause in vendor's response. However, all parties indicate their understanding and all parties hereby expressly agree that the City of Round Rock is not an agent of, partner to, or representative of those outside agencies or entities and that the City of Page 10 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 Round Rock is not obligated or liable for any action or debts that may arise out of such independently -negotiated "piggyback" procurements. 7. NON -APPROPRIATION: The resulting Agreement is a commitment of the City's current revenues only. It is understood and agreed the City shall have the right to terminate the Agreement at the end of any City fiscal year if the governing body of the City does not appropriate funds sufficient to purchase the estimated yearly quantities, as determined by the City's budget for the fiscal year In question. The City may effect such termination by giving Vendor a written notice of termination at the end of Its then current fiscal year. 8. ABANDONMENT OR DEFAULT: A Vendor who abandons or defaults the work on the contract and causes the City to purchase the services elsewhere may be charged the difference in service if any and shall not be considered in the re -advertisement of the service and may not be considered in future bids for the same type of work unless the scope of work is significantly changed. 9. COMPLIANCE WITH LAWS: The successful offeror shall comply with all federal, state, and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any court or administrative bodies or tribunals in any matter affecting the performance of the resulting agreement, including without limitation, workers' compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and regulations. When requested, the Vendor shall furnish the City with satisfactory proof of its compliance. 10. CODES. PERMITS AND LICENSES: The successful offeror shall comply with all National, State and Local standards, codes and ordinances and the terms and conditions of the services of the City of Round Rock, Texas, as well as other authorities that have jurisdiction pertaining to equipment and materials used and their application. None of the terms or provisions of the specification shall be construed as waiving any rules, regulations or requirements of these authorities. The successful offeror shall be responsible for obtaining all necessary permits, certificates and/or licenses to fulfill contractual obligations (City of Round Rock fees and costs will be waived). 11. INDEMNITY: Vendor shall Indemnify, save harmless and defend the City, Its officers, agents, servants, and employees from and against any and all suits, actions, legal proceedings, claims, demands, damages, costs, expenses, attorney's fees and any and all other costs or fees incident to the performance of the resulting agreement and arising out of a willful or negligent act or omission of the Vendor, its officers, agents, servants and employees. 12. LIENS: Vendor agrees to and shall indemnify and save harmless the City against any and all liens and encumbrances for all labor, goods and services which may be provided under the resulting agreement. At the City's request the Vendor or subcontractors shall provide a proper release of all liens or satisfactory evidence of freedom from liens shall be delivered to the City. 13. INSURANCE: The Vendor shall meet or exceed ALL insurance requirements set forth by the City as identified in Attachment A to the specifications. Any additional insurance requirements of participating or cooperative parties will be included as subsequent Attachments and shall require mandatory compliance. 14. GOVERNING LAW: Any resulting agreement shall be governed by and construed in accordance with the Laws of the State of Texas. 15. VENUE: Both the City and the Vendor agree that venue for any litigation arising from a resulting agreement shall lie in Williamson County. 16. INDEPENDENT CONTRACTOR: It is understood and agreed that the Contractor shall not be considered an employee of the City. The Contractor shall not be within protection or coverage of 11 of 12 SOLICITATION NUMBER 10-027 SPECIFICATION NUMBER 10-918-27 August 2, 2010 the City's Worker' Compensation insurance, Health Insurance, Liability Insurance or any other insurance that the City from time to time may have in force and effect. 12 of 12 ATTACHMENT A City of Round Rock Insurance Requirements ATTACHMENT A CITY OF ROUND ROCK INSURANCE REQUIREMENTS 1. INSURANCE: The Vendor shall procure and maintain at its sole cost and expense for the duration of the contract or purchase order result€na from a response to this bid/Specification insurance against claims for iniuries to persons or damaaes to oropertv which may arise from or in connection with the performance of the work as a result of this bid by the successful bidder. its agents. representatives. volunteers, employees or subcontractors. 1.1. 1.2. 1.3. Certificates of Insurance and endorsements shall be furnished to the City and approved by the City before work commences. The following standard insurance policies shall be required: 1.2,1. General Liability Policy 1.2.2. Automobile Liability Policy 1.2.3. Worker's Compensation Policy The following general requirements are applicable to all policies: 1.3.1. Only Insurance companies licensed and admitted to do business in the State of Texas shall be accepted. 1.3.2. Deductibles shall be listed on the Certificate of Insurance and are acceptable only on a per occurrence basis for property damage only. 1.3.3. Claims made policies shall not be accepted, except for Professional Liability Insurance. 1.3.4. Upon request, certified copies of all insurance policies shall be furnished to the City 1.3.5. Policies shall include, but not be limited to, the following minimum limits: 1.3.5.1. Minimum Bodily Injury Limits of $300,000.00 per occurrence. 1.3.5.2. Property Damage Insurance with minimum limits of $50,000.00 for each occurrence. 1.3.5.3. Automobile Liability Insurance for all owned, non -owned, and hired vehicles with minimum limits for Bodily Injury of $100,000.00 each person, and $300,000.00 for each occurrence, and Property Damage Minimum limits of $50,000.00 for each occurrence. 1.3.5.4. Statutory Worker's Compensation Insurance and minimum $100,000.00 Employers Liability Insurance. 1.3.6. Coverage shall be maintained for two years minimum after the termination of the Contract. 1.4. The City shall be entitled, upon request, and without expense to receive copies of Insurance policies and all endorsements thereto and may make reasonable request for deletion, revision, or modification of particular policy terms, conditions, limitations, or exclusions (except where policy provisions are established by law or regulation binding either of the parties hereto or the underwriter of any of such policies). Upon such request by the City, the Vendor shall exercise reasonable efforts to accomplish such changes in policy coverage and shall pay the cost thereof. All insurance and bonds shall meet the requirements of the bid specification and the insurance endorsements stated below. 1.5. Vendor agrees that with respect to the required insurance, all insurance contracts and certificate(s) of insurance will contain and state, in writing, on the certificate or its attachment, the following provisions: Page 1 of 4 1.5.1. Provide for an additional insurance endorsement clause declaring the Vendor's insurance as primary. 1.5.2. Name the City and its officers, employees, and elected officials as additional Insured's, (as the Interest of each insured may appear) as to all applicable coverage. 1.5.3. Provide thirty days notice to the City of cancellation, non -renewal, or material changes 1.5.4. Remove all language on the certificate of insurance indicating: 1.5.4.1. That the insurance company or agent/broker shall endeavor to notify the City; and, 1.5.4.2. Failure to do so shall impose no obligation of liability of any kind upon the company, its agents, or representatives. 1.5.5. Provide for notice to the City at the addresses listed below by registered mail: 1.5.6. Vendor agrees to waive subrogation against the City, its officers, employees, and elected officials for Injuries, including death, property damage, or any other loss to the extent same may be covered by the proceeds of insurance. 1.5.7. Provide that all provisions of this contract concerning liability, duty, and standard of care together with the Indemnification provision, shall be underwritten by contractual liability coverage sufficient to include such obligations within applicable policies. 1.5.8. All copies of the Certificate of insurance shall reference the project name, bid number or purchase order number for which the insurance Is being supplied. 1.5.9. Vendor shall notify the City in the event of any change In coverage and shall give such notices not less than thirty days prior notice to the change, which notice shall be accomplished by a replacement Certificate of Insurance. 1.5.10. All notices shall be mailed to the City at the following addresses: Assistant City Manager City Attorney City of Round Rock City of Round Rock 221 East Main 309 East Main Round Rock, TX 78664-5299 Round Rock, TX 78664 2. WORKERS COMPENSATION INSURANCE 2.1. Texas Labor Code, Section 406.098 requires workers' compensation insurance coverage for all persons providing services on building or construction projects for a governmental entity. 2.1.1. Certificate of coverage ("certificate") - A copy of a certificate of insurance, a certificate of authority to self -insure issued by the Texas Workers' Compensation Commission, or a coverage agreement (TWCC-81, TWCC-82, TWCC-83, or TWCC-84), showing statutory workers' compensation insurance coverage for the person's or entity's employees providing services on a project, for the duration of the project. 2.1.2. Duration of the project - includes the time from the beginning of the work on the project until the CONTRACTOR'S /person's work on the project has been completed and accepted by the OWNER. 2.2. Persons providing services on the project ("subcontractor") in Section 406.096 - includes all persons or entities performing all or part of the services the CONTRACTOR has undertaken to perform on the project, regardless of whether that person contracted directly with the CONTRACTOR and regardless of whether that person has employees. This Includes, without limitation, independent contractors, subcontractors, leasing companies, motor carriers, owner -operators, employees of any such entity, or employees of any entity, which furnishes persons to provide services on the project. "Services" include, without limitation, providing, hauling, or delivering equipment or materials, or providing labor, transportation, or other service related to a project. "Services" does not Page 2 of 4 include activities unrelated to the project, such as food/beverage vendors, office supply deliveries, and delivery of portable toilets. 2.3. The CONTRACTOR shall provide coverage, based on proper reporting of classification codes and payroll amounts and filing of any coverage agreements, that meets the statutory requirements of Texas Labor Code, Section 401.011(44) for all employees of the CONTRACTOR providing services on the project, for the duration of the protect. 2.4. The CONTRACTOR must provide a certificate of coverage to the OWNER prior to being awarded the contract. 2.5. If the coverage period shown on the CONTRACTORS current certificate of coverage ends during the duration of the project, the CONTRACTOR must, prior to the end of the coverage period, file a new certificate of coverage with the OWNER showing that coverage has been extended. 2.6. The CONTRACTOR shall obtain from each person providing services on a project, and provide to the OWNER: 2.6.1. a certificate of coverage, prior to that person beginning work on the project, so the OWNER will have on file certificates of coverage showing coverage for all persons providing services on the project; and 2.6.2. no later than seven calendar clays after receipt by the CONTRACTOR, a new certificate of coverage showing extension of coverage, if the coverage period shown on the current certificate of coverage ends during the duration of the project. 2.7. The CONTRACTOR shall retain all required certificates of coverage for the duration of the project and for one year thereafter. 2.8. The CONTRACTOR shall notify the OWNER In writing by certified mail or personal delivery, within 10 calendar days after the CONTRACTOR knew or should have known, or any change that materially affects the provision of coverage of any person providing services on the project. 2.9. The CONTRACTOR shall post on each project site a notice, in the text, form and manner prescribed by the Texas Workers' Compensation Commission, informing all persons providing services on the project that they are required to be covered, and stating how a person may verify coverage and report lack of coverage. 2.10. The CONTRACTOR shall contractually require each person with whom it.contracts to provide services on a project, to: 2.10.1. provide coverage, based on proper reporting of classification codes and payroll amounts and filing of any coverage agreements, that meets the statutory requirements of Texas Labor Code, Section 401.011(44) for alt its employees providing services on the project, for the duration of the project; 2.10.2. provide to the CONTRACTOR, prior to that person beginning work on the project, a certificate of coverage showing that coverage is being provided for all employees of the person providing services on a project, for the duration of the project; 2.10.3. provide the CONTRACTOR, prior to the end of the coverage period, a new certificate of coverage showing extension of coverage, if the coverage period shown on the current certificate of coverage ends during the duration of the project; 2.10.3.1. obtain from each other person with whom it contracts, and provide to the CONTRACTOR: 2.10.3.1.1. 2.10.3.1.2. a certificate of coverage, prior to the other person beginning work on the project; and a new certificate of coverage showing extension of coverage, prior to the end of the coverage period, if the coverage period shown on the current certificate of coverage ends during the duration of the project Page 3 of 4 2.10.3.2. retain all required certificates of coverage on file for the duration of the project and for one year thereafter; 2.10.3.3. notify the OWNER in writing by certified mail or personal delivery, within 10 calendar days after the person knew or should have known, of any change that materially affects the provision of coverage of any person providing services on the project; and 2.10.3.4. contractually require each person with whom it contracts, to perform as required by paragraphs (A thru G), with the certificates of coverage to be provided to the person for whom they are providing services. 2.10.3.5. By signing the solicitation associated with this specification, or providing, or causing to be provided a certificate of coverage, the Contractor Is representing to the Owner that all employees of the Contractor who will provide services on the project will be covered by workers' compensation coverage for the duration of the project, that the coverage will be based on proper reporting of classification codes and payroll amounts, and that all coverage agreements will be filed with the appropriate insurance carrier or, in the case of a self-insured, with the Commission's Division of Self -Insurance Regulation. Providing false or misleading information may subject the Contractor to administrative penalties, criminal penalties, civil penalties, or other civil actions. 2.10.3.6. The Contractor's failure to comply with any of these provisions is a breach of contract by the Contractor that entitles the Owner to declare the contract void if the Contractor does not remedy the breach within ten calendar days after receipt of notice of breach from the owner. Page 4 of 4