Loading...
CM-13-05-068ROUND ROCK, TEXAS PURPOSE_ .VMI YRU.SMITV City of Round Rock Agenda Item Summary Agenda Number: Title: Consider executing a City of Round Rock Agreement for Consulting Services with Mark Dostie d/b/a Echelon Systems for data extraction. Type: City Manager Item Governing Body: City Manager Approval Agenda Date: 5/17/2013 Dept Director: Cheryl Delaney Cost: $22,000.00 Indexes: General Self -Financed Construction Attachments: Agreement - Echelon Text of Legislative File CM -13-05-068 Consulting services agreement for data extraction from the Highline system to the Munis system. Staff recommends approval. City of Round Rock Page 1 Printed on 5/16/2013 LEGAL DEPARTMENT APPROVAL FOR CITY COUNCIL/CITY MANAGER ACTION Required for Submission of ALL City Council and City Manager Items Department Name: Finance Project Mgr/Resource: Russell Hoelting l]Council Action: ORDINANCE Agenda Wording Consulting Services Agreement for Data Project Name: Extraction Contractor/Vendor: Mark Dostie d/b/a Echelon Systems n RESOLUTION E]City Manager Approval CMA Wording Consider executing a City of Round Rock Agreement for Consulting Services Agreement with Mark Dostie d/b/a Echelon Systems for data extraction. Attorney Approval Attorney Notes/Comments O:\wdox\SCCInts\0117\1303\MISC\00274303.XLS Updated 6/3/08 CITY OF ROUND ROCK AGREEMENT FOR CONSULTING SERVICES FOR DATA EXTRACTION WITH MARK DOSTIE D/B/A ECHELON SYSTEMS THIS AGREEMENT for consulting services related to data extraction from High Line system to Munis system (the "Agreement") is made by and between the City of Round Rock, a Texas home -rule municipal corporation with offices located at 221 East Main Street, Round Rock, TX 78664-5299 (the "City"), and Mark Dostie d/b/a Echelon Systems, whose address is 5940 Egret Court, Richmond, BC, Canada V7E3W3 (the "Consultant" or "Echelon"). RECITALS: WHEREAS, City has determined that there is a need for the delineated services; and WHEREAS, City desires to contract for such consulting 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 specified work specified is achieved, but in no event later than one (1) year from the effective date hereof. City reserves the right to review the Agreement at any time, and may elect to terminate the Agreement with or without cause or may elect to continue. 1.02 CONTRACT AMOUNT In consideration for the consulting services to be performed by Consultant, City agrees to pay Consultant a total sum not to exceed Twenty -Two Thousand and No/100 Dollars ($22,000.00), in payment for services as delineated in Exhibit "A" and herein in Section 1.03. 1.03 SCOPE OF SERVICES For purposes of this Agreement, Consultant has issued its Proposal to Round Rock for the assignments delineated herein, and such Proposal to Round Rock is delineated in Exhibit "A" attached hereto and incorporated herein by reference for all purposes. The Statement of Services 00273969.doc/jmr and Proposal to Round Rock contained in Exhibit "A" constitute the "Scope of Services." This Agreement shall evidence the entire understanding and agreement between the parties and shall supersede any prior proposals, correspondence or discussions. Consultant shall satisfactorily provide all services and deliverables described under the referenced Scope of Services within the contract term specified in Section 1.01. Consultant's undertakings shall be limited to performing services for the City and/or advising the City concerning those matters on which Consultant has been specifically engaged. Consultant shall perform its services in accordance with this Agreement and in accordance with the referenced Scope of Services. Consultant shall perform its services in a professional and workmanlike manner. 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; REIMBURSABLE EXPENSES Payment for Services: In consideration for the consulting services to be performed by Consultant, the City agrees to pay Consultant the following "Payment for Services:" Fees for the consulting services as delineated in Exhibit "A" will be billed at the hourly rate of One Hundred Ten and No/100 Dollars ($110.00) for actual work performed and properly documented, on a time and materials basis, in conformity with Exhibit "A." Payment for Reimbursable Expenses: No reimbursable expenses are included as part of the not -to -exceed fee of $22,000.00 recited herein in Section 1.02, and no additional payment shall be made by City to Consultant for reimbursable expenses. Not -to -Exceed Total Payment for Services: Unless subsequently changed by Supplemental Agreement, Consultant's total compensation for consulting services hereunder shall not exceed Twenty -Two Thousand and No/100 Dollars ($22,000.00). This amount represents the absolute limit of the City's liability to Consultant hereunder unless same shall be changed by Supplemental Agreement, and the City shall pay, strictly within the not -to -exceed sum recited herein, Consultant's consulting fees for work done on behalf of the City. Deductions: No deductions shall be made for Consultant's compensation on account of penalty, liquidated damages or other sums withheld from payments to Consultant. Additions: No additions shall be made to 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 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 2 /02 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. Consultant shall not perform any work or incur any additional costs prior to the execution, by both parties, of such Supplemental Agreement. Consultant shall make no claim for extra work done or materials furnished unless and until there is full execution of any Supplemental Agreement, and the City shall not be responsible for actions by Consultant nor for any costs incurred by Consultant relating to additional work not directly authorized by Supplemental Agreement. 1.06 INVOICE REQUIREMENTS; TERMS OF PAYMENT Invoices: To receive payment, Consultant shall prepare and submit detailed invoices to the City, in accordance with the delineation contained herein, for services rendered. Such invoices for services shall track the referenced Scope of Services, and shall detail the services performed, along with documentation for each service performed. Payment to Consultant shall be made on the basis of the invoices submitted by 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, Consultant shall comply promptly. In this regard, should the City determine it necessary, 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 Consultant and to adjust same to meet the requirements of this Agreement. Following approval of an invoice, the City shall endeavor to pay Consultant promptly, but no later than the time period required under the Texas Prompt Payment Act described in Section 1.09 herein. Under no circumstances shall Consultant be entitled to receive interest on payments which are late because of a good faith dispute between 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 Consultant's net income. 1.07 LIMITATION TO SCOPE OF SERVICES 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 Consultant's work. 1.08 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 3 services as determined by the City's budget for the fiscal year in question. The City may effect such termination by giving Consultant a written notice of termination at the end of its then - current fiscal year. 1.09 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, any payment to be made by the City to 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. 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: (1) There is a bona fide dispute between the City and Consultant, a contractor, subcontractor, or supplier about the goods delivered or the service performed that cause the payment to be late; or (2) There is a bona fide dispute between 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 The terms of a federal contract, grant, regulation, or statute prevent the City from making a timely payment with federal funds; or (4) The invoice is not mailed to the City in strict accordance with any instruction on the purchase order relating to the payment. (3) 1.10 TERMIINATION; DEFAULT Termination: It is agreed and understood by Consultant that the City may terminate this Agreement for the convenience of the City, upon written notice to Consultant, with the understanding that immediately upon receipt of said notice all work being performed under this Agreement shall cease. 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. 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, Consultant shall cooperate in providing information. 4 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 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. 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. 1.11 INDEPENDENT CONTRACTOR STATUS Consultant is an independent contractor, and is not the City's employee. 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. Consultant and the City agree to the following rights consistent with an independent contractor relationship: (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 it performs its services required by this Agreement. 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 the City shall not hire, supervise, or pay assistants to help Consultant. (3) 5 (5) Neither Consultant nor its employees or subcontractors shall receive training from the 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. 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 the City. (7) 1.12 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 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. 1.13 CITY'S RESPONSIBILITIES Full information: The City shall provide full information regarding project requirements. The City shall have the responsibility of providing Consultant with such documentation and information as is reasonably required to enable 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 Consultant in the provision of its services. Consultant may rely upon written information provided by the City and its employees and agents as accurate and complete. Consultant may rely upon any written directives provided by the City or its designated representative concerning provision of services as accurate and complete. 1.14 CONFIDENTIALITY; AND MATERIALS OWNERSHIP Any and all programs, data, or other materials furnished by the 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, shall be held in confidence by 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 City is confidential information of City. 6 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 Consultant is confidential information of Consultant. The City's confidential information and 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. 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 Consultant's confidentiality obligations under this Agreement, nothing herein shall preclude or limit Consultant from providing similar services for other clients. Neither the City nor 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; and 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 Consultant either prior to or as a result of its provision of services under this Agreement. 1.15 LIMITATION OF LIABILITY Should any of 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 Consultant; thereafter, (a) 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 1.10, then this Agreement may be terminated for default. 7 In no event will Consultant be liable for loss, damage, cost or expense attributable to negligence, willful misconduct or misrepresentations by City, its directors, employees or agents. In no event shall 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 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 fees paid by the City to Consultant under this Agreement, except to the extent determined to have resulted from Consultant's gross negligence, willful misconduct or fraudulent acts relating to the service provided hereunder. 1.16 INDEMNIFICATION Consultant and the City (to the extent allowable by law) 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. 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 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, 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 Consultant may terminate this Agreement, the City shall return such deliverables provided, and 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 Consultant; the modification of such deliverables by any person other than 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 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. 8 1.17 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 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. 1.18 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. The 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, the City shall provide 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. 1.19 COMPLIANCE WITH LAWS, CHARTER AND ORDINANCES 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. 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. 1.20 FINANCIAL INTEREST PROHIBITED Consultant covenants and represents that Consultant, its officers, employees, agents, consultants and subcontractors will have no financial interest, direct or indirect, in the purchase or sale of any product, materials or equipment that will be recommended or required hereunder. 1.21 DESIGNATION OF REPRESENTATIVES The City hereby designates the following representative authorized to act in its behalf with regard to this Agreement: 9 /D Russell Hoelting Database Administrator City of Round Rock 221 East Main Street Round Rock, TX 78664 Email: roelting@roundrocktexas.gov Phone: 512.218.5454 Consultant hereby designates the following representative authorized to act in its behalf with regard to this Agreement: Mark Dostie d/b/a Echelon Systems 5940 Egret Court Richmond, BC, Canada V7E3W3 E -Mail: Dostie@telus.net Phone: 604.603.2601 1.22 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 Consultant: Mark Dostie d/b/a Echelon Systems 5940 Egret Court Richmond, BC, Canada V7E3W3 Notice to City: City Manager, City of Round Rock 221 East Main Street Round Rock, TX 78664 AND TO: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, TX 78664 10 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of the City and Consultant. 1.23 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. 1.24 EXCLUSIVE AGREEMENT The terms and conditions of hereof, including exhibits, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, written or oral, with respect to the subject matter hereof. The parties expressly agree that, in the event of any conflict between the terms hereof 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. 1.25 DISPUTE RESOLUTION The 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. 1.26 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, 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 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 Consultant to perform its obligations hereunder. 1.27 SEVERABJLITY 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 11 an 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. 1.28 STANDARD OF CARE Consultant represents that it is specially trained, experienced and competent to perform all of the services, responsibilities and duties specified herein and that such services, responsibilities and duties shall be performed, whether by Consultant or designated subconsultants, in a manner acceptable to the City and according to generally accepted business practices. 1.29 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 Consultant with one fully executed original. IN WITNESS WHEREOF, the parties have executed this Agreement on the dates hereafter indicated, and the Effective Date is the date on which the Agreement is fully executed. (Signatures on the following page.) 12 /12 City of Round Rock, Texas Mark Dostie By: Printed Name: IIP ' l!>G D Title: Alri/ .y f Date Signed: 1 .07 For City, Attest: By: Sara L. White, City Clerk For City, Approved as to Form: B Step an L. Sheets, City Attorney 13 /a E ystems Date Signed: (\f\Q,\ S12o 13 EXHIBIT "A" STATEMENT OF SERVICES This Statement of Services (the "SOS") is made subject to the "CITY OF ROUND ROCK AGREEMENT FOR CONSULTING SERVICES FOR DATA EXTRACTION WITH MARK DOSTIE D/B/A ECHELON SYSTEMS" (the "Agreement"), and is between the City of Round Rock (the "City") and Mark Dostie d/b/a Echelon Systems (the "Consultant") with the same Effective Date as the stated Agreement. I. Services A. Consultant shall provide Services relating to data extraction from High Line system to Munis system to the City, and City shall pay for such Services in accordance with the Agreement. Consultant Name Hourly Rate Overtime Rate Work Location Mark Dostie $110.00 Same Remote B. Start Date shall be the Effective Date of the Agreement. II. Expenses There are no reimbursable expenses authorized by this Agreement for business, travel, or any other expenses, and the City shall have no obligation to reimburse Consultant for any expenses. III. Payment Terms All payments from the City to Consultant shall be paid in accordance with the Agreement, and in accordance with the Texas Prompt Payment Act. The parties expressly agree that the City shall retain ten percent (10%) of the total payment due to Consultant until the City has received final sign -off from Munis as to the usable nature of the data extraction relative to the Munis system. IV. Designation of Citv Representative The City hereby designates Russell Hoelting as Project Manager (phone 512.218.5400). The Project Manager shall have overall responsibility for directing and managing the Services performed, but not to the exclusion of the responsibilities of Echelon in providing the Services in accordance with the Agreement. The City shall give prompt written notice of any change in the Project Manager designee. AAP Proposal to Round Rock Overview The City of Round Rock has been using the ePersonality HR system to run their HR and payroll activities and would now like to migrate to a single ERP system which includes the Finance portion of their operations and have chosen MUNIS for that purpose. They would like to migrate the information with the best speed and accuracy they can with a full go -live date set for April 2014; prior to that will be two major exports/loads of data. The provided documentation does not detail the process sufficiently to make an accurate estimate of the amount of effort that will be required. Generally there are 3 major activities that are needed to be performed for a successful migration: extract, transform and Toad. It is assumed that Echelon will be responsible for the first action only which is extract but the transform and loading process will be done by MUNIS. Extraction is the process by which the information is taken out of the source system in this case ePersonality. Transformation is modifying the data to match the data types, lengths, coding, etc. of the target system without losing the "meaning" of the source information. When dealing with payroll information this can get quite complex as there are subtleties in how some payroll information is handled by different payroll systems and MUNIS may not be familiar with how ePersonality codes its payroll especially when it comes to historical data movements. Assumptions The following assumptions and restrictions have been used in analyzing this work: (a) Due to the complex nature of conversion a specific estimate cannot be made and so this proposal only provides a rough estimate and the actual amount may vary and will be billed by the number of actual hours worked (b) All years of information will be converted even though generally only 3 years is recommended as the additional years may be connected to older information requiring more effort to convert and increasing the amounts estimated here. This proposal assumes that older data will not require an additional amount of mapping or extraction work compared to the more recent 3 years of data. (c) Extracts into comma separated files with a data dictionary will be sufficient for MUNIS to perform their Toads Conversions Required The following table summarizes the conversions required and provides a rough order of magnitude estimate of the effort required to complete the conversions. Note that if additional effort is required for the transformations or data cleansing needed by MUNIS these estimates will rise accordingly. Employee Master Data including: name, address, SSN, legacy employee ID, date of birth, hire date, termination date, active status, termination codes (will need mapping), degrees (mapping), advice -delivery (mapping), check location, leave code (mapping), job (mapping), group (mapping), position (mapping), location (mapping) and account information, dependents, emergency contacts. Employees both current and terminated will be converted. 14 hours $1540 Employee Deductions including employee ID, deductions codes, tax information, direct deposit, sundries and garnishments (unknown number so rough estimate) 22 hours $2420 Employee Accruals — including vacation, holiday and leave balances (unknown number so rough estimate) — not including any history 15 hours $1650 Employee Accumulators — documentation implies some difficult mapping may need to be done for this. Unclear if tax and retirement grosses will be converted or done by MUNIS — assuming not done in conversion. 24 hours $2640 Employee Check History—generally a complex conversation due to all the mappings required. Assuming Tess than 3 years of conversion. 28 hours $3080 Employee Earnings and Deductions History — issue tends to be with the use of elements. PC codes need to be sorted into earnings and deductions and then summarized for the conversion which is additional work. Assume less than 3 years of history. 48 hours $5280 Applicant Tracking — assume no conversion No conversion Employee Personnel Action History — this estimate could vary greatly due to the use of "strings" instead of codes in the eP personnel action history. Assuming all can be converted without mapping codes, ie. MUNIS can accept the existing codes and not need to create a 44 hours $4840 full new set. Position Control — direct conversion of the eP position hierarchy with limited mapping required into MUNIS codes by omitting the conversion of difficult items. No conversion Employee State Retirement No conversion Employee Certifications No conversion Employee Education — basic conversion with limited mappings No conversion it4D