R-03-03-27-9C1 - 3/27/2003CITY OF ROUND ROCK
AGREEMENT FOR CONSULTING SERVICES
WITH THE UNITED WAY OF GREATER WILLIAMSON COUNTY
RECITALS:
THIS AGREEMENT FOR CONSULTING SERVICES ( "Agreement ") is made by and
between the City of Round Rock, a Texas home -rule municipal corporation, whose offices are
located at 221 East Main Street, Round Rock, Texas 78664 -5299 (hereinafter referred to as the
"City "), and the United Way of Greater Williamson County whose offices are located at 101 E.
Old Settlers Blvd., Suite 160, Round Rock, Texas 78664 (hereinafter referred to as the
"Consultant ").
WHEREAS, the City has determined that there is a need to provide for the health and
welfare of the City's citizens who are eligible for social services, and
WHEREAS, the City has also determined that addressing these needs is a legitimate
public purpose under the Constitution and laws of the state of Texas, and
WHEREAS, the City desires to contract for Consultant's assistance in identifying the
greatest health and welfare needs and in developing procedures for determining how the City can
best address these needs by contracting with various existing social service, charitable, and non-
profit agencies which provide for such needs, 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 either January 1, 2003, or the date this Agreement has been
signed by every party hereto, whichever is later, 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 for one year from the effective date hereof.
R o3- o3 -a7- 9G1
00046110
1.02 PAYMENT
In consideration for the services to be performed by Consultant, City agrees to pay
Consultant a not -to- exceed total sum of Twenty Six Thousand Dollars and No /100 ($26,000.00).
1.03 TERMS OF PAYMENT
To receive payment, Consultant shall prepare and submit a series of invoices and quarterly
reports of completion of significant process milestone in the amount of $6,500.00, the first
payment being due January 10, 2003, or ten (10) days after the date this Agreement has been
signed by every party hereto, whichever is later, and the others payable on the 10 day of April,
July and October, 2003.
1.04 OBJECTIVES AND SCOPE OF WORK
Consultant agrees to provide the following services:
1. To assist the City in identifying the health and welfare needs of the City's citizens
and developing procedures for determining funding priorities;
2. To assist in identifying the social agencies whose purpose is to address these
needs;
3. To assist in the development of general criteria to be met by social agencies
requesting funds to address these needs;
4. To assist in the development of an appropriate application form to be used by
social agencies requesting funds to address these needs;
5. To assist in the distribution of application forms to those agencies requesting
forms;
6. To recruit and train community volunteers to review applications submitted by
social agencies and make recommendations to the United Way and City
representative team;
7. To oversee the United Way volunteer and City representative team's development
of funding recommendations for Council consideration;
8. To develop performance outcome data criteria, in consultation with the City; and
9. To collect, monitor and report performance outcome data from social agencies.
2
1.05 LIMITATION TO SCOPE OF WORK
Consultant and City agree that the scope of Consultant's work is limited to those items listed in
paragraph 1.04. Notwithstanding anything in this Agreement to the contrary, Consultant and
City further agree that City retains full and absolute discretion and authority for all funding
decisions, and all such decisions will be based solely on criteria accepted by City which may be
influenced by, but shall not be dependent on, Consultant's work.
1.06 NON - APPROPRIATION
This Agreement is a commitment of City's current revenues only. It is understood and agreed
that City shall have the right to terminate this Agreement at the end of any City fiscal year if the
governing body of City does not appropriate funds sufficient to purchase the services as
determined by City's budget for the fiscal year in question. City may effect such termination by
giving Consultant a written notice of termination at the end of its then current fiscal year.
1.07 TERMINATION
City may terminate or suspend performance of this Agreement for City's convenience upon
written notice to Consultant. Consultant shall terminate or suspend performance of the Services
on a schedule acceptable to City. If termination or suspension is for City's convenience, City
shall pay Consultant for all uncontested services performed to date of notice of termination.
This Agreement may be terminated by either City or Consultant upon written notice in the event
of substantial failure by the other party to perform in accordance with the terms of this
Agreement. The non - performing party shall have fifteen (15) calendar days from the date of the
termination notice to cure or to submit a plan for cure acceptable to the other party. The non-
defaulting party shall be entitled to receive just and equitable compensation for all services
completed and all legal fees incurred by this action.
1.08 INDEPENDENT CONTRACTOR STATUS
Consultant is an independent contractor, not the City's employee. Consultant's employees or
subcontractors are not the City's employees. This Agreement does not create a partnership
relationship. Neither party has authority to enter into contracts as agent for the other party.
Consultant and City agree to the following rights consistent with an independent contractor
relationship:
1. Consultant has the right to perform services for others during the teen of this
Agreement.
2. Consultant has the sole right to control and direct the means, manner and method
by which services required by this Agreement will be performed.
3
3. Consultant has the right to hire assistants as subcontractors, or to use employees
to provide the services required by this Agreement.
4. Consultant or Consultant's employees or subcontractors shall perform the services
required by this Agreement. City shall not hire, supervise, or pay any assistants
to help Consultant.
5. Neither Consultant nor Consultant's employees or subcontractors shall receive any
training from City in the skills necessary to perform the services required by this
Agreement.
6. City shall not require Consultant or Consultant's employees or subcontractors to
devote full time to performing the services required by this Agreement.
7. Neither Consultant nor Consultant's employees or subcontractors are eligible to
participate in any employee pension, health, vacation pay, sick pay, or other
fringe benefit plan of City.
1.09 WARRANTIES
Consultant warrants that all services performed under this Agreement shall be performed
consistent with generally prevailing professional or industry standards. City must report any
deficiencies in Consultant's services to Consultant in writing within 120 days of performance to
receive warranty remedies. City's exclusive remedy for breach of the above warranty shall be the
re- performance of Consultant's services or as otherwise provided for herein.
1.10 INDEMNIFICATION
Consultant agrees to hold harmless, defend, and indemnify City for and from all losses, damages,
and claims arising as a result of actions by Consultant and its agents and subcontractors during
its performance pursuant to this Agreement. Except to the extent that Consultant is obligated to
indemnify City, City shall indemnify Consultant against any third party claim or liability not
arising from negligent or wrongful performance by Consultant.
1.11 ASSIGNMENT AND DELEGATION
No party may assign any rights or delegate any duties under this Agreement without the other
parties' prior written approval.
1.12 LOCAL, STATE AND FEDERAL TAXES
Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred
while performing services under this Agreement. City will not do the following:
4
1. Withhold FICA from Consultant's payments or make FICA payments on
Consultant's behalf;
2. Make state and/or federal unemployment compensation contributions on
Consultant's behalf; or
3. Withhold state or federal income tax from Consultant's payments.
1.13 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 the recipient's address as stated in this Agreement.
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 Consultant:
United Way of Greater Williamson County
ATTN: Debbie Hoffman, Executive Director
101 E. Old Settlers Blvd., Suite 160
Round Rock, Texas 78664
Notice to City:
City of Round Rock
ATTN: James R. Nuse, City Manager
221 E. Main Street
Round Rock, Texas 78664
With Copy to:
Stephan L. Sheets
Sheets & Crossfield, P.C.
309 E. Main Street
Round Rock, Texas 78664
Nothing contained in this section shall be construed to restrict the transmission of routine
communications between representatives of City and Consultant.
1.14 APPLICABLE LAW
The laws of the State of Texas shall govern this Agreement. Venue shall lie in Williamson
County, Texas.
5
1.15 EXCLUSIVE AGREEMENT
This is the entire Agreement between Consultant and City.
1.16 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, City and
Consultant shall each select a mediator and the 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.
City and 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.
1.17 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 of 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 Article shall not prevent this entire Agreement from
being void should a provision which is of the essence of this Agreement be determined void.
IN WITNESS WHEREOF, City and Consultant have executed this Agreement on the dates
indicated.
CITY 0 ' 0 -N Ro ,, : S ATTEST:
BY: lG ✓I/L
1, Mayor Christine Martinez, City Secretary
P ate Signed: 3 ? -03 Date Signed: 3
UNITED WAY OF GREATER WILLIAMSON COUNTY
By:
Debbie Hoffman, its cutive Director
Date Signed: S d / - 03
6
Mayor Pro -tem
Tom Nielson
Council Members
Alan McGraw
Carrie Pitt
Scot Knight
Isabel Gallahan
Gary Coe
City Manager
Jim Nuse
City Attorney
Stephan L. Sheets
"ROUND ROCK, TEXAS
PURPOSE. PASSION. PROSPERITY.
May 14, 2003
Ms. Debbie Hoffman
Executive Director
United Way of Greater Williamson County
101 E. Old Settlers Blvd., Suite 160
Round Rock, TX 78664
Dear Ms. Hoffman:
The Round Rock City Council approved Resolution No. R- 03- 03 -27-
9C1 at their regularly scheduled meeting on March 27, 2003. This
Resolution approves the agreement for Consulting Services to
determine and address the health and welfare needs for the citizens of
Round Rock.
Enclosed is a copy of the resolution and one original agreement.
Please execute the agreement, retain a copy and return the original
agreement to my attention. If you have any questions, please do not
hesitate to contact David Kautz at 218 -5430.
Ma Sincerely,
Nyle Maxwell
Christine R. Martinez
City Secretary
Enclosure
CiAtun
CITY OF ROUND ROCK Administrative Dept, 22t East Main Street • Round Rock, Texas 78664
Phone: 51z.zi8.5400 • Fax: 512.218.7097 • www.ci.round- rock.tx.us
0 : \wdox \RESOLUTI \R)0127C1.WPO /sc
RESOLUTION NO. R- 03- 03- 27 -9C1
WHEREAS, the City of Round Rock desires to retain consulting
services to determine and address the health and welfare needs for the
citizens of Round Rock, and
WHEREAS, the Council hereby determines that addressing these
needs is a legitimate public purpose under the Constitution and laws of
the state of Texas, and
WHEREAS, the United Way of Greater Williamson County has
submitted an Agreement for Consulting Services ( "Agreement ") to provide
the aforesaid services, and
WHEREAS, the City Council desires to enter into said Agreement
with the United Way of Greater Williamson County, 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 Consulting Services with the United
Way of Greater Williamson County, a copy of said agreement 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 27th day of March, 2003.
CHRISTINE R. MARTINEZ, City Secret
2
n
Ci y of Round Rock, Texas
y
L ayor
CITY OF ROUND ROCK
AGREEMENT FOR CONSULTING SERVICES
WITH THE UNITED WAY OF GREATER WILLIAMSON COUNTY
THIS AGREEMENT FOR CONSULTING SERVICES ( "Agreement ") is made by and
between the City of Round Rock, a Texas home -rule municipal corporation, whose offices are
located at 221 East Main Street, Round Rock, Texas 78664 -5299 (hereinafter referred to as the
"City "), and the United Way of Greater Williamson County whose offices are located at 101 E.
Old Settlers Blvd., Suite 160, Round Rock, Texas 78664 (hereinafter referred to as the
"Consultant ").
RECITALS:
WHEREAS, the City has determined that there is a need to provide for the health and
welfare of the City's citizens who are eligible for social services, and
WHEREAS, the City has also determined that addressing these needs is a legitimate
public purpose under the Constitution and laws of the state of Texas, and
WHEREAS, the City desires to contract for Consultant's assistance in identifying the
greatest health and welfare needs and in developing procedures for determining how the City can
best address these needs by contracting with various existing social service, charitable, and non-
profit agencies which provide for such needs, 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 either January 1, 2004-3, or the date this Agreement has
been signed by every party hereto, whichever is later, 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 for one year from the effective date hereof.
00046063
EXHIBIT
1.02 PAYMENT
In consideration for the services to be performed by Consultant, City agrees to pay
Consultant a not -to- exceed total sum of Twenty Six Thousand Dollars and No /100
($206,000.00).
1.03 TERMS OF PAYMENT
To receive payment, Consultant shall prepare and submit a series of invoices and quarterly
reports of completion of significant process milestone in the amount of $5,000,006,500.00, the
first payment being due January 10, 2001 -3, or ten (10) days after the date this Agreement has
been signed by every party hereto, whichever is later, and the others payable on the 10` day of
April, July and October, 20043.
1.04 OBJECTIVES AND SCOPE OF WORK
Consultant agrees to provide the following services:
1. To assist the City in identifying the health and welfare needs of the City's citizens
and developing procedures for determining funding priorities;
2. To assist in identifying the social agencies whose purpose is to address these
needs;
3. To assist in the development of general criteria to be met by social agencies
requesting funds to address these needs;
4. To assist in the development of an appropriate application form to be used by
social agencies requesting funds to address these needs;
5. To assist in the distribution of application forms to those agencies requesting
forms;
6. To recruit and train community volunteers to review applications submitted by
social agencies and make recommendations to the United Way and City
representative team; and
7. To oversee the United Way volunteer and City representative team's development
of funding recommendations for Council consideration-j
8. To develop performance outcome data criteria, in consultation with the City; and
9. To collect, monitor and report performance outcome data from social agencies.
2
1.05 LIMITATION TO SCOPE OF WORK
Consultant and City agree that the scope of Consultant's work is limited to those items listed in
paragraph 1.04. Notwithstanding anything in this Agreement to the contrary, Consultant and
City further agree that City retains full and absolute discretion and authority for all funding
decisions, and all such decisions will be based solely on criteria accepted by City which may be
influenced by but shall not be dependent on, Consultant's work.
1.06 NON - APPROPRIATION
This Agreement is a commitment of City's current revenues only. It is understood and agreed
that City shall have the right to terminate this Agreement at the end of any City fiscal year if the
governing body of City does not appropriate funds sufficient to purchase the services as
determined by City's budget for the fiscal year in question. City may effect such termination by
giving Consultant a written notice of termination at the end of its then current fiscal year.
1.07 TERMINATION
City may terminate or suspend performance of this Agreement for City's convenience upon
written notice to Consultant. Consultant shall terminate or suspend performance of the Services
on a schedule acceptable to City. If termination or suspension is for City's convenience, City
shall pay Consultant for all uncontested services performed to date of notice of termination.
This Agreement may be terminated by either City or Consultant upon written notice in the event
of substantial failure by the other party to perform in accordance with the terms of this
Agreement. The non - performing party shall have fifteen (15) calendar days from the date of the
termination notice to cure or to submit a plan for cure acceptable to the other party. The non-
defaulting party shall be entitled to receive just and equitable compensation for all services
completed and all legal fees incurred by this action.
1.08 INDEPENDENT CONTRACTOR STATUS
Consultant is an independent contractor, not the City's employee. Consultant's employees or
subcontractors are not the City's employees. This Agreement does not create a partnership
relationship. Neither party has authority to enter into contracts as agent for the other party.
Consultant and City agree to the following rights consistent with an independent contractor
relationship:
Consultant has the right to perform services for others during the term of this
Agreement.
2. Consultant has the sole right to control and direct the means, manner and method
by which services required by this Agreement will be performed.
3
3. Consultant has the right to hire assistants as subcontractors, or to use employees
to provide the services required by this Agreement.
4. Consultant or Consultant's employees or subcontractors shall perform the services
required by this Agreement. City shall not hire, supervise, or pay any assistants
to help Consultant.
5. Neither Consultant nor Consultant's employees or subcontractors shall receive any
training from City in the skills necessary to perform the services required by this
Agreement.
6. City shall not require Consultant or Consultant's employees or subcontractors to
devote full time to performing the services required by this Agreement.
7. Neither Consultant nor Consultant's employees or subcontractors are eligible to
participate in any employee pension, health, vacation pay, sick pay, or other
fringe benefit plan of City.
1.09 WARRANTIES
Consultant warrants that all services performed under this Agreement shall be performed
consistent with generally prevailing professional or industry standards. City must report any
deficiencies in Consultant's services to Consultant in writing within 120 days of performance to
receive warranty remedies. City's exclusive remedy for breach of the above warranty shall be the
re- performance of Consultant's services or as otherwise provided for herein.
1.10 INDEMNIFICATION
Consultant agrees to hold harmless, defend, and indemnify City for and from all losses, damages,
and claims arising as a result of actions by Consultant and its agents and subcontractors during
its performance pursuant to this Agreement. Except to the extent that Consultant is obligated to
indemnify City, City shall indemnify Consultant against any third party claim or liability not
arising from negligent or wrongful performance by Consultant.
1.11 ASSIGNMENT AND DELEGATION
No party may assign any rights or delegate any duties under this Agreement without the other
parties' prior written approval.
1.12 LOCAL, STATE AND FEDERAL TAXES
Consultant shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred
while performing services under this Agreement. City will not do the following:
4
1. Withhold FICA from Consultant's payments or make FICA payments on
Consultant's behalf;
2. Make state and/or federal unemployment compensation contributions on
Consultant's behalf; or
3. Withhold state or federal income tax from Consultant's payments.
1.13 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 the recipient's address as stated in this Agreement.
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 Consultant:
United Way of Greater Williamson County
ATTN: Debbie Hoffman, Executive Director
101 E. Old Settlers Blvd., Suite 160
Round Rock, Texas 78664
Notice to City:
City of Round Rock
ATTN: Reb€# -6.- Berme t City- ManagerJames R. Nuse, City Manager
221 E. Main Street
Round Rock, Texas 78664
With Copy to:
Stephan L. Sheets
Sheets & Crossfield, P.C.
309 E. Main Street
Round Rock, Texas 78664
Nothing contained in this section shall be construed to restrict the transmission of routine
communications between representatives of City and Consultant.
1.14 APPLICABLE LAW
The laws of the State of Texas shall govern this Agreement. Venue shall lie in Williamson
County, Texas.
EaaeseV text \United Way.dos
5
1.15 EXCLUSIVE AGREEMENT
This is the entire Agreement between Consultant and City.
1.16 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, City and
Consultant shall each select a mediator and the 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.
City and 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.
1.17 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 of 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 Article shall not prevent this entire Agreement from
being void should a provision which is of the essence of this Agreement be determined void.
IN WITNESS WHEREOF, City and Consultant have executed this Agreement on the dates
indicated.
CITY OF ROUND ROCK, TEXAS ATTEST:
By:
R a Stt, v•, rr.Nyle Maxwell, Mayor
Martinez, City Secretary
Date Signed:
UNITED WAY OF GREATER WILLIAMSON COUNTY
By:
Debbie Hoffman, its Executive Director
Date Signed:
C;arese \t €xt \united Way.doc
6
Joa»- handChristine
Date Signed:
DATE: March 21, 2003
SUBJECT: City Council Meeting — March 27, 2003
Resource: David Kautz, Assistant City Manager
ITEM: 9.C.1. Consider a resolution authorizing the Mayor to execute an
Agreement for Consulting Services with the United Way of Greater
Williamson County for assistance in determining and addressing the
health and welfare needs of the citizens of Round Rock.
History: This is the third year that the City is partnering with the United Way to identify
and fund various social service needs within the community.
Funding:
Cost: $26,000
Source of funds: General Fund
Outside Resources: N/A
Impact/Benefit:
Public Comment: N/A
Sponsor: N/A
The assistance of the United Way as provided for in this agreement
has enabled the City to more clearly identify social service funding
needs and agencies to help fill those needs. We have added an
additional service this year requiring the United Way to collect and
monitor performance data from the social agencies.