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CM-06-03-038CITY MANAGER APPROVAL DATE: January 31,2006 SUBJECT: February 10, 2006 - City Manager Approval ITEM: Consider city manager approval of an agreement with The Ampersand Agency for the biennual survey regarding the City's customer service performance. Department: Administration Staff Person: Will Hampton, Communication Director Justification: The survey has been conducted since 1992 a measurement for the city's customer service performance. Funding: Cost: 19,750 Source of funds: 5216-100-12000/General Fund Outside Resources: The Ampersand Agency Background Information: The Council and staff use the survey to gauge progress and citizen reaction to a wide variety of city projects and programs. The Ampersand Agency was previously Jeff Montgomery & Associates and has conducted this survey for the city since 1998. Public Comment: N/A Blue Sheet Format Updated 01/20/04 CITY OF ROUND ROCK CONSULTING AGREEMENT WITH THE AMPERSAND AGENCY FOR STATISTICAL TELEPHONE POLL SERVICES THIS CONSULTING AGREEMENT for professional services for writing, performing, and analyzing a statistical telephone poll ("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,""Cit ( Y) and The Ampersand Agency ("Consultant"), whose offices are located at 2101 South IH 35, Suite 432, Austin, Texas 78741. RECITALS: WHEREAS, City has determined that there is a need for a statistical telephone poll to provide information necessary to conduct biennial surveys, to update City's plan information, and to obtain citizen feedback; and WHEREAS, City has previously contracted with Consultant to conduct biennial surveys since 1998; and WHEREAS, City desires to contract for professional services for such 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 for twelve (12) months beginning from February 1, 2006. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or may elect to continue with the next deliverable or phase. 00095544/jkg CM--OCe-c 1.02 SCOPE OF SERVICES; AND PAYMENT THEREFOR In consideration for the professional services to be performed by Consultant, City agrees to pay Consultant a total sum not to exceed Nineteen Thousand Seven Hundred and Fifty Dollars and No/100 ($19,750.00), in payment for the Scope of Services deliverables as delineated hereafter: Deliverable Draft and finalize written script for poll; oversee paid phoners in Consultant's offices in performance of poll (minimum sample of 400 residents of City); Provide City with two analyses (2 sets of crosstabs with reports), and 10 summary handout reports for poll. Amount and Time Payable $9,875.00 due by beginning of performance of poll $9,875.00 due upon delivery of analyses for poll Jeff Montgomery shall be available for making personal presentations to City Council and/or City staff, as and when requested by City, relating to review of the results of thep oll. Consultant's compensation for professional services shall not exceed, without written consent, the amounts indicated herein. City shall pay, strictly within the confines of the not -to - exceed sum recited herein, Consultant's professional fees for work done on behalf of City. 1.03 TERMS OF PAYMENT To receive payment, Consultant shall prepare and submit a detailed invoice to City for services rendered. If City has any dispute with work performed, then City shall notify Consultant within thirty (30) days after receipt of invoice. In the event of any dispute regarding the work performed, then and in that event Consultant shall either (a) satisfactorily re -perform the disputed services or (b) provide City with an appropriate credit. 1.04 REQUIRED REPORTS Consultant agrees to provide City with any necessary detailed final written reports, together with all information gathered during the course of the project. Additionally, Consultant agrees to provide City with any necessary oral presentations of such detailed final written reports, at City's designation and at no additional cost to City. 1.05 LIMITATION TO SCOPE OF WORK Consultant and City agree that the scope of services to be performed is generally enumerated in Section 1.02 herein. Notwithstanding anything herein to the contrary, the parties agree that City retains absolute discretion and authority for all funding decisions, such decisions 2 to be based solely on criteria accepted by City which may be influenced by but not be dependent on Consultant's work. 1.06 NON -APPROPRIATION AND FISCAL FUNDING 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 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultant will be made within thirty (30) days of the day on which City receives the performance, supplies, materials, equipment, and/or deliverables, or within thirty (30) days of the day on which the performance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or services, whichever is later. Consultant may charge a late fee of one percent (1%) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. There is a bona fide dispute between City and Consultant concerning the supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 2. The terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. There is a bona fide dispute between the parties and subcontractors or between a subcontractor and its suppliers concerning supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 4. Invoices are not mailed to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 1.08 TERMINATION This Agreement may be terminated for any of the following conditions: 1. By City for reasons of its own, with or without cause, and not subject to the mutual consent of any other party, such written termination notice to be given to the other party not less than thirty (30) days prior to termination. 3 2. By mutual agreement and consent of the parties, such agreement to be in writing. 3. By either party for failure by the other party to perform the services set forth herein in a satisfactory manner, such termination notice to be given in writing to the other party. 4. By either party for failure by the other party to fulfill its obligations herein. 5. By satisfactory completion of all services and obligations described herein. Should City terminate this Agreement as herein provided, no fees other than fees due and payable at the time of termination shall thereafter by paid to Consultant. City shall pay Consultant for all uncontested services performed to date of notice of termination. If either party defaults in performance of this Agreement or if City terminates this Agreement for default on the part of the other party, then City shall give consideration to the actual costs incurred by Consultant in performing the work to the date of default. The cost of the work that is useable to City, the cost to City of employing another firm to complete the useable work, and other factors will affect the value to City of the work performed at the time of default. The termination of this Agreement and payment of an amount in settlement as set forth above shall extinguish all rights, duties, and obligations of City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminatedart any obligations or liabilities which occurred prior to cancellation. p Y of 1.09 INDEPENDENT CONTRACTOR STATUS Consultant is an independent contractor, and is not City's employee. Consultant's employees or subcontractors are not 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. Consultant and City agree to the followin hts consistent with an independent contractor relationship: g rig 1. Consultant has the right to perform services for others during the term hereof. 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. Consultant has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultant or its employees or subcontractors shall perform services required hereunder, and City shall not hire, supervise, or pay assistants to help Consultant. 4 5. Neither Consultant nor its employees or subcontractors shall receive training from City in skills necessary to perform services required by this Agreement. 6. City shall not require Consultant or its employees or subcontractors to devote full time to performing the services required by this Agreement. 7. Neither 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 City. 1.10 NON -SOLICITATION All parties hereto agree that they shall not directly or indirectly solicit for employment, employ, or otherwise retain staff of the other during the term of this Agreement. 1.11 CONFIDENTIALITY Any and all programs, data, or other materials furnished by City for use by Consultant in connection with services to be performed under this Agreement, and any and all data and information gathered by Consultant via the telephone polls, shall be held in confidence by Consultant as set forth hereunder. All parties agree to hold all confidential information in the strictest confidence and not make any use thereof other than for the performance of this Agreement. Notwithstanding the foregoing, the parties recognize and understand that City is subject to the Texas Public Information Act and its duties run in accord therewith. 1.12 WARRANTIES Consultant warrants that all services performed hereunder shall be performed consistent with generally prevailing professional or industry standards, and shall be performed in a professional and workmanlike manner. Consultant shall re -perform any work not in compliance with this warranty. 1.13 INDEMNIFICATION Consultant agrees to hold harmless, exempt, and indemnify City, its officers, agents, directors, servants, representatives and employees, from and against any and all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, fines, penalties, liabilities and claims of any character, type, or description, including but not limited to any and all expenses of litigation, court costs, attorneys fees and all other costs and fees incident to any work done as a result hereof. City agrees to hold harmless, exempt, and indemnify Consultant, its officers, agents, directors, servants, representatives and employees, from and against any and all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, fines, penalties, liabilities and 5 claims of any character, type, or description, including but not limited to any and all expenses of litigation, court costs, attorneys fees and all other costs and fees incident to any work done as a result hereof. In no event shall either party be liable to the other for special or consequential damages, statutory or otherwise. 1.14 ASSIGNMENT AND DELEGATION No party may assign any rights or delegate any duties under this Agreement without the other party's prior written approval. 1.15 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: 1. Withhold FICA from Consultant's payments or make FICA payments on its behalf; 2. Make state and/or federal unemployment compensation contributions on Consultant's behalf; or 3. Withhold state or federal income tax from any of Consultant's payments. If requested, City shall provide Consultant with a certificate from the Texas State Comptroller indicating that City is a non-profit corporation and not subject to State of Texas Sales and Use Tax. 1.16 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 in this Agreement; 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 Consultant: The Ampersand Agency 2101 South IH 35, Suite 432 Austin, TX 78741 6 Notice to City: City of Round Rock James Nuse, City Manager 221 East Main Street Round Rock, TX 78664 AND TO: City Attorney's Office 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 City and Consultant. 1.17 APPLICABLE LAW The laws of the State of Texas shall govern this Agreement. Exclusive jurisdiction and venue shall lie in Williamson County, Texas. 1.18 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including the exhibits listed below, 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. 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. 1.19 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 shall select one mediator and 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. 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. 7 1.20 ATTORNEYS FEES In the event that any lawsuit is brought by one party against any of the other parties in connection with this Agreement, the prevailing party shall be entitled to seek to recover its reasonable costs and reasonable attorneys' fees. 1.21 FORCE MAJEURE Notwithstanding any other provisions of this Agreement to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or a 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, 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. Consultant shall not be deemed to be in default of its obligations to City if its failure to perform or its substantial delay in performance is due to City's failure to timely provide requested information, data, documentation, or other material necessary for Consultant to perform its obligations hereunder. 1.22 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. 1.23 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. The failure of a party to exercise any right hereunder shall not operate as a waiver of said party's right to exercise such right or any other right in the future. City agrees to provide Consultant with one (1) fully executed original Agreement. 8 This Agreement may be executed in multiple counterparts, which taken together shall be considered as one original. IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereafter indicated. CITY OF ROUND ROCK, TEXAS B A TEST: r . Ct nC5 e.1�u- igned: 3'10-01p 0-h1 ;1)6 €y 2 Christine R. Martinez, City Secretary ITY, APPROVED AS TO FORM: Steph n L. Sheets, City Attorney THE AMPERSAND AGENCY By: Jeff M esident Date SZ o o b 9 Request for City Council/City Manager Action f City Council City Manager Submit completed farm for al{ City Manager and City Council approvals Department Name: Contact Person: Project Manager/Resource: Project Coordinator: Assigned Attorney: Administration Christine Martinez/Sherri Monore Will Hampton Will Hampton Steve Sheets Council or City Manager Agenda Date: March 10 - City Manager's signature Blue Sheet Wording Consider city manager approval of an agreement with The Ampersand Agency for the biennual survey regarding the City's customer service performance. Project Name: Biennual City Survey Contractor/Vendor: Funding Source: Amount: Ampersand Agency (Jeff Montgomery) Finance Information Is Funding Required? 0 CI Finance Approval EDFinance Finance ElPurchasing Budget Yes E No Initial Construction Contract Construction Contract Amendment # Change Order Change in Quantity Unforeseen Circumstances Initial Professional Services Agreement Supplemental Professional Svcs. Agr. # Purchasing/Service Agreement Purchase Order Item(s) to be purchased: Other (Please clearly identify action on lines below) n/a L. Olsen N/A E. Wilson Howard Baker Cheryl Delaney For Submission to City Manager Only Project Mgr. Signature: Dept. Director Signature: City Attorney Signature*: City Manager Signature: Date Date Date Date Date: Date: Date: * Date: Leg : , royal is required for all items requesting City Manager's approval. 3/7/2006 3/8/2006 3/6/2006 3/7/2006 Amount 19, 750.00 Updated 3-9-05