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HomeMy WebLinkAbout06331 - STRATEGIC SOLUTIONS INC GRANT WRITING SVCS Kathie Hart From: Michele Mician Sent: Monday,April 25, 2016 10:52 AM To: Kathie Hart Subject: RE:Agreements Expiring within 120 Days yes Michele C. Mician, MS, LEED &A Manager, Office of Sustainability City of Palm Springs, CAS 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 760-323-8214 phone Email: Michele.micianftalmspringsco,gov Web: www.yoursustainablecity.com From: Kathie Hart Sent: Monday, April 25, 2016 10:52 AM To: Michele Mician Cc: Daniel DeGarmo Subject: RE: Agreements Expiring within 120 Days I'm sorry to hear that. I will close the agreement file, OK? Kathie Hart, MMC Chief Deputy City Clerk FAA t4A > {�/(. ... CALIFORNIA tyke no Ome e4e:.` City of Palm Springs (760) 323-8206 1 CONSULTING SERVICES AGREEMENT (Strategic Solutions) THIS AGREEMENT FOR CONSULTING SERVICES (the "Agreement') is made and entered into this 1st day of July 2015, by and between the City of Palm Springs Office of Sustainability, a municipal corporation ("City'), acting by and through its City Manager, or his designee, a Contract Officer of the City ("City"), and Strategic Solutions Inc. ("Consultant'). RECITALS A. The City requires the services of Grant Writer('Project'). B. Consultant has submitted to the City a proposal to provide Grant Writing services pursuant to the terms of this Agreement. C. Based on its experience, education, training, and reputation, Consultant is qualified to provide the necessary services to the City for the Project and desires to provide such services. D. The City desires to retain the services of Consultant for the Project. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, the City agrees to retain and does hereby retain Consultant and Consultant agrees to provide services to the City as follows: AGREEMENT 1. CONSULTANT SERVICES 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide Consulting services to the City as described in the Scope of Services/Work attached to this Agreement as Exhibit "A" and incorporated herein by reference (the "services" or "work'), which includes the agreed upon schedule of performance and the schedule of fees. Consultant warrants that all services and work shall be performed in a competent, professional, and satisfactory manner in accordance with all standards prevalent in the industry. In the event of any inconsistency between the terms contained in the Scope of Services/Work and the terms set forth in the main body of this Agreement, the terms set forth in the main body of this Agreement shall govern. 1.2 Compliance with Law. All services rendered under this Agreement shall be provided by Consultant in accordance with all applicable federal, state, and local laws, statutes and ordinances and all lawful orders, rules, and regulations promulgated thereunder. Revised:3/02/07 507639' 1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. 1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that it has carefully considered how the work should be performed and fully understands the facilities, difficulties, and restrictions attending performance of the work under this Agreement. 2. TIME FOR COMPLETION. The time for completion of the services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the work of this Agreement according to the agreed upon schedule of performance set forth in Exhibit "A." Consultant shall not be accountable for delays in the progress of its work caused by any condition beyond its control and without the fault or negligence of Consultant. Delays shall not entitle Consultant to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF CONSULTANT 3.1 Compensation of Consultant. For the services rendered pursuant to this Agreement, Consultant shall be compensated and reimbursed, in accordance with the schedule of fees set forth in Exhibit "A". 3.2 Reserved. 3.3 Changes. In the event any change or changes in the Scope of ServicesMork is requested by the City, the parties hereto shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional fees. An amendment may be entered into: A. To provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. 3.4 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the City of Palm Springs for each fiscal year covered by the Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty to the City. 4. PERFORMANCE SCHEDULE 2 Revised:3/02/07 5076191 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. The completion date required for this project is June 30, 2016. 4.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed pursuant to the agreed upon schedule of performance set forth in Exhibit "A." The extension of any time period must be approved in writing by the Contract Officer. 4.3 Force Maieure. The time for performance of services to be rendered pursuant to this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, including, but not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if Consultant shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 4.4 Term. Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect until June 30, 2016, unless extended by mutual written agreement of the parties. 5. COORDINATION OF WORK 5.1 Representative of Consultant. The following principal of Consultant is hereby designated as being the principal and representative of Consultant authorized to act in its behalf with respect to the services and work specified herein and make all decisions in connection therewith: Charlotte Whitney. It is expressly understood that the experience, knowledge, education, capability, and reputation of the foregoing principal is a substantial inducement for the City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 5.2 Contract Officer. The Contract Officer shall be the City Manager, or his/her designee. It shall be the Consultant's responsibility to keep the Contract Officer, or his/her designee, fully informed of the progress of the performance of the services and Consultant shall refer any decisions that must be made by the City to the Contract Officer. Unless otherwise specified herein, any approval of the City required hereunder shall mean the approval of the Contract Officer. 5.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, education, capability, and reputation of Consultant, its principals and employees, were a substantial inducement for the City to enter into this Agreement. 3 Revised:3/02/07 507639 2 Therefore, Consultant shall not contract with any other individual or entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of the City. 5.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. Consultant shall perform all services required herein as an independent contractor of the City and shall not be an employee of the City and shall remain at all times as to the City a wholly independent contractor with only such obligations as are consistent with that role; however, the City shall have the right to review Consultant's work product, result, and advice. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of the City. 5.5 Personnel. Consultant agrees to assign the following individuals to perform the services set forth herein. Consultant shall not alter the assignment of the following personnel without the prior written approval of the Contract Officer. Acting through the City Manager or his designee, the City shall have the unrestricted right to order the removal of any personnel assigned by Consultant by providing written notice to Consultant. Name: Title: Charlotte Whitney Principal 6. INSURANCE Consultant shall procure and maintain, at its sole cost and expense, policies of insurance as set forth in Exhibit "B," which is attached hereto and is incorporated herein by reference. 7. INDEMNIFICATION. To the fullest extent permitted by law, Consultant shall defend (at Consultant's sole cost and expense), indemnify, protect, and hold harmless the City, its elected officials, officers, employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of persons (Consultant's employees included), for damage to property, including property owned by the City, from any violation of any federal, state, or local law or ordinance, and from negligent acts, errors and omissions committed by Consultant, its officers, employees, representatives, and agents, which Claims arise out of or are related to Consultant's performance under this Agreement, but excluding such Claims arising from the negligence or willful misconduct of the City, its elected officials, officers, employees, 4 Revised:3/02/07 5076 R 1 agents, and volunteers. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Consultant's indemnification obligation or other liability hereunder. 8. RECORDS AND REPORTS 8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. 8.2 Records. Consultant shall keep such books and records as shall be necessary to properly perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 8.3 Ownership of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights or ownership of the documents and materials hereunder. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. 8.4 Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. 8.5 Cost Records. Consultant shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred while performing under this Agreement and shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by the City and copies thereof shall be promptly furnished to the City upon request. 9. ENFORCEMENT OF AGREEMENT 9.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 5 Revised:3/02/07 ?076322 9.2 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of the City shall be deemed to waive or render unnecessary the City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 9.3 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 9.4 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. 9.5 Termination Prior to Expiration of Term. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days written notice to Consultant, except that where termination is due to the fault of Consultant and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer thereafter. Consultant may terminate this Agreement, with or without cause, upon thirty (30) days written notice to the City. 10. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or its successor, or for breach of any obligation of the terms of this Agreement. 10.2 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion, sex, marital status, disability, sexual orientation, national origin, or ancestry. 11. MISCELLANEOUS PROVISIONS 6 Revised:3/02107 507619.) 11.1 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. To City: City of Palm Springs Attention: Michele Mician 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 To Consultant: Charlotte D. Whitney StrategicSolutions 2825 South Palm Canyon Drive Palm Springs, CA 92264 11.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 11.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 11.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 11.5 Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. 7 Revised:3102107 507639.2 APPROVED BY CITY MANAGER CITY°° L. N qo o, City of Palm Springs Date: 015 .,(y David H. Ready, Es ., h.D �N1Oitche anager Date: t 12-0 IS By: e C. Mician Manager, Office of Sustainability ATTEST: Date: 15 By James Thompson, City Clerk APPROVED AS TO FORM: Date: -71 Z31 15 By: Dou as C. Holland, City Attorney "CONSULTANT" Strategic Solutions, Inc., I Date: ByZ Z L 2/e harlotte W Otney Principal g Revised:3102/07 507639 EXHIBIT "A" CONSULTANT'S SCOPE OF SERVICESMORK Including, Schedule of Fees And Schedule of Performance 9 Revised:3/02/07 507639.1 EXHIBIT "A" (PROPOSAL) (Scope of Services) The Consultant proposal and specifications for the Event Promotion for the City's 'Project' are as follows: General Description: Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant management services to the City of Palm Springs Office of Sustainability. Drawing on its extensive experience in all phases of the grant process, StrategicSolutions will focus on funding opportunities in support the following City of Palm Springs sustainability initiatives: 1. Clean Air Projects 2. Bicycle Infrastructure and Related Programs 3. Electric Vehicles and Infrastructure 4. Urban and Community Forestry 5. Non Motorized Transportation Plan 6. Recycling, Zero Waaste programs and household hazardous waste grants 7. Other Areas, as identified or assigned StrategicSolutions will work interdepartmentally and with public and private individuals and agencies to achieve program objectives and maximize access to grant funding. StrategicSolutions will provide the following comprehensive grant management services as appropriate: 1. Facilitate project scoping 2. Identify applicable grants 3. Write program descriptions 4. Complete grant applications 5. Draft policies, plans and agenda reports to support grant applications 6. Prepare progress and final reports as required by funding agencies 7. Prepare requests for reimbursement 8. Provide technical assistance to staff and subcontractors Costs: The $20,000.00 cost includes all materials necessary to provide services as described with exception of equipment rental. Timeline: Work will begin upon the execution of this Agreement by all parties, and will end by June 30, 2016, unless extended by mutual written agreement of the parties. EXHIBIT "A" (SCHEDULE OF PERFORMANCE) 10 Revised:102f07 507619 2 The Consultant shall begin the work as described in the attached Scope of Work ("Project'), after the full execution of this Agreement. Consultant shall furnish to the City, before the execution of this Agreement, a schedule for completion of all materials for distribution. Consultant shall furnish to City staff, two (2) times every month after the start of the project, a progress report until the completion of the project. Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. This schedule is flexible and may change based as the work requires. Following is a list of representative tasks generally preformed to complete a grant application. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line for funding opportunities 2. Review grant announcements and guidelines for applicability 3. Attend training and bidder's conferences 4. Develop a database of grants that match funding needs 5. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines, applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. Research and assembling information to be included in applications 5. Obtainspecifications, vendor quotes, brochures and other supporting materials 6. Secure relationships, resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment I Revised:3l02107 507639.3 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare, update, and/or assemble additional documents as required by funding agencies 2. Prepare calendar of report due dates 3. Download report requirements and forms 4. Obtain and assemble information for preparation of reports 5. Prepare draft reports for review and comment 6. Prepare final reports for submittal 7. Prepare materials for status meetings with city staff, agency staff and/or other consultants 8. Coordinate with staff on invoicing and requests for reimbursement 9. Coordinate with outside agency staff and consultants on funding status and grant implementation 10. Maintain computer and hard copy files EXHIBIT "A" (FEE SCHEDULE) Payment for the Grant Writing Consultation Services for the City of Palm Springs shall be as follows: In consideration for the services to be performed by Consultant, City agrees to pay Consultant at the rate of $95.00 per hour. Consultant's total compensation payable under this Agreement shall not exceed $20,000.00 and the total compensation for any one grant or grant application shall not exceed $5,000.00. Consultant acknowledges that she accepts the risk that the services identified in this Agreement may be more costly and/or time-consuming than Consultant anticipates and Consultant shall not be entitled to additional compensation. In the event the City's maximum payment obligation for the entire agreement or for one or more grants or grant applications is reached before the Consultant's Services under this Agreement are completed, Consultant shall nevertheless complete the work without liability on the City's part for further payment beyond the maximum amounts specified in this paragraph. Terms of Payment: Consultant will send City an invoice monthly. City will pay Consultant within thirty (30) days from the date of each invoice. Expenses: Consultant will be responsible for all expenses incurred while performing services under this Agreement. Materials: Consultant will furnish all materials, equipment, and supplies used to provide the services required by this Agreement. 12 Revised:3/02/07 1076391 1 STRATEGIC SOLUTIONS I SCOPE OF SERVICES COMPREHENSIVE GRANT MANAGEMENT Forthe City of Palm Springs, California Office of Sustainability OVERVIEW Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant management services to the City of Palm Springs Office of Sustainability. Drawing on its extensive experience in all phases of the grant process,StrategicSolutions will focus on funding opportunities in support the following City of Palm Springs sustainability initiatives: 1. Greenhouse Gas Reduction 2. Non Motorized Transportation Plan Implementation 3. Bicycle Infrastructure and Education/Outreach 4. EV and ZEV Readiness, Infrastructure and Outreach 5. Water Quality,Supply and Infrastructure 6. Urban and Community Forestry 7. Other,as identified or assigned StrategicSolutions will work interdepartmentally and with public and private individuals and agencies to achieve program objectives and maximize access to grant funding. SERVICES StrategicSolutions will provide the following comprehensive grant management services as appropriate: 1. Facilitate project scoping 2. Identify applicable grants 3. Write program descriptions 4. Complete grant applications 5. Draft policies, plans and agenda reports to support grant applications 6. Prepare progress and final reports as required by funding agencies 7. Prepare requests for reimbursement 8. Provide technical assistance to staff and subcontractors Proposal Palm_Sprrngs 2015-2016 Page 1 6/24/2014 STRATEGIC SOLUTIONS AVAILABILTIY Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte 0.Whitney will be available for meetings at the offices of the City of Palm Springs as needed. COMPENSATION For grant applications, StrategicSolutions will bill from $3,00D - $5,000 per grant depending on complexity,time required to complete and amount of the award. For support services,StrategicSolutions will bill at an hourly rate of$85. A detailed activity report and copies of completed projects will be submitted with each invoice. Ordinary support services, including mileage and telephone, are included. Total amount of compensation will not exceed$20,000. TERMS The Agreement will be in effect for Fiscal Year 2015/2016 ending June 30, 2016. Either party for any reason may cancel the Agreement with a thirty-day written notice. hadotte D. Whitney Date StrategicSolutions Proposal Palm_Sprrngs 2015-2016 Page 2 612412014 STRATEGIC SOLUTIONS > ATTACHMENT A:TASKS Following is a list of representative grant management tasks that are provided. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line forfunding opportunities 2. Review grant announcements and guidelines for applicability 3. Attend training and bidder's conferences 4. Develop a database of grants that match funding needs S. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines,applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. i Research and assembling information to be included in applications 5. Obtain specifications,vendor quotes, brochures and other supporting materials 6. Secure relationships, resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare, update, and/or assemble additional documents as required by funding agencies 2. Prepare calendar of report due dates 3. Download report requirements and forms 4. Obtain and assemble information for preparation of reports 5. Prepare draft reports for review and comment 6. Prepare final reports for submittal 7. Prepare materials for status meetings with city staff, agency staff and/or other consultants 8. Coordinate with staff on invoicing and requests for reimbursement 9. Coordinate with outside agency staff and consultants on funding status and grant implementation 10. Maintain computer and hard copy files Proposal_Palm_Springs 2015-2016 Page 612412014 EXHIBIT "B" INSURANCE PROVISIONS Including Verification of Coverage, Sufficiency of Insurers, Errors and Omissions Coverage, Minimum Scope of Insurance, Deductibles and Self-Insured Retentions, and Severability of Interests (Separation of Insureds) 13 Revised:3102/07 S076391 Insurance Consultant shall procure and maintain, at its sole cost and expense, and submit concurrently with its execution of this Agreement, in a form and content satisfactory to the City, public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Consultant's performance under this Agreement. Consultant shall also carry workers' compensation insurance in accordance with California workers' compensation laws. Such insurance shall be kept in full force and effect during the term of this Agreement, including any extension thereof, and shall not be cancelable without thirty (30) days advance written notice to the City of any proposed cancellation. Certificates of insurance evidencing the foregoing and designating the City, its elected officials, officers, employees, agents, and volunteers as additional named insureds by original endorsement shall be delivered to and approved by the City prior to commencement of services. The procuring of such insurance and the delivery of policies, certificates, and endorsements evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify the City, its elected officials, officers, agents, employees, and volunteers. A. Minimum Scope of Insurance. The minimum amount of insurance required hereunder shall be as follows: 1. Comprehensive general liability and personal injury with limits of at least one million dollars ($1,000,000.00) combined single limit coverage per occurrence and two million dollars ($2,000,000) general aggregate; 2. Automobile liability insurance with limits of at least one million dollars ($1 ,000,000.00) per occurrence; 3. Professional liability (errors and omissions) insurance with limits of at least one million dollars ($1,000,000.00) per occurrence and two million dollars ($2,000,000) annual aggregate; and, 4. Workers' Compensation insurance in the statutory amount as required by the State of California and Employer's Liability Insurance with limits of at least one million dollars $1 million per occurrence. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of Workers' Compensation Insurance Requirement form. For any claims related to this Agreement, Consultant's insurance coverage shall be primary insurance as respects the City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City and its respective elected officials, officers, employees, agents, and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability Insurance only, the insurer shall waive all rights of subrogation and contribution it may have against the City, its elected officials, officers, employees, agents, and volunteers. 14 Revised:3/02/07 507639_' B. Errors and Omissions Coveraae. If Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this Agreement to cover claims made within three years of the completion of Consultant's services under this Agreement, or (2) to maintain professional liability insurance coverage with the same carrier, or equivalent coverage with another company, in the amount required by this Agreement for at least three years after completion of Consultant's services under this Agreement. Consultant shall also be required to provide evidence to the City of the purchase of the required tail insurance or continuation of the professional liability policy. C. Sufficiency of Insurers. Insurance required herein shall be provided by authorized insurers in good standing with the State of California. Coverage shall be provided by insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VII, or better, unless otherwise acceptable to the City. D. Verification of Coverage. Consultant shall furnish the City with both certificates of insurance and endorsements, including additional insured endorsements, effecting all of the coverages required by this Agreement. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be received and approved by the City before work commences. The City reserves the right to require Consultant's insurers to provide complete, certified copies of all required insurance policies at any time. Additional insured endorsements are not required for Errors and Omissions and Workers' Compensation policies. Verification of Insurance coverage may be provided by: (1) an approved General and/or Auto Liability Endorsement Form for the City of Palm Springs or (2) an acceptable Certificate of Liability Insurance Coverage with an approved Additional Insured Endorsement with the following endorsements stated on the certificate: 1. "The City of Palm Springs, its officials, employees, and agents are named as an additional insured..." ("as respects City of Palm Springs Contract No._"or 'for any and all work performed with the City"may be included in this statement). 2. "This insurance is primary and non-contributory over any insurance or self- insurance the City may have..." ("as respects City of Palm Springs Contract No. " or "for any and all work performed with the City" may be included in this statement). 3. "Should any of the above described policies be canceled before the expiration date thereof, the issuing company will mail 30 days written notice to the Certificate Holder named." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representative" is not acceptable and must be crossed out. 4. Both the Workers' Compensation and Employers' Liability policies shall contain the insurer's waiver of subrogation in favor of the City, its elected officials, officers, employees, agents, and volunteers. 15 Revised:3/02/07 507639.1 In addition to the endorsements listed above, the City of Palm Springs shall be named the certificate holder on the policies. All certificates of insurance and endorsements are to be received and approved by the City before work commences. All certificates of insurance must be authorized by a person with authority to bind coverage, whether that is the authorized agent/broker or insurance underwriter. Failure to obtain the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. E. Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions must be declared to and approved by the City prior to commencing any work or services under this Agreement. At the option of the City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its elected officials, officers, employees, agents, and volunteers; or, Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Certificates of Insurance must include evidence of the amount of any deductible or self-insured retention under the policy. Consultant guarantees payment of all deductibles and self-insured retentions. F. Severability of Interests (Separation of Insureds). This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 16 Reviud:3/02/07 5076N CONSULTING SERVICES AGREEMENT (Strategic Solutions) THIS AGREEMENT FOR CONSULTING SERVICES (the "Agreement') is made and entered into this 24th day of October 2013, by and between the City of Palm Springs Office of Sustainability, a municipal corporation ("City'), acting by and through its City Manager, or his designee, a Contract Officer of the City ("City"), and Strategic Solutions Inc. ("Consultant'). RECITALS A. The City requires the services of Grant Writer('Project'). B. Consultant has submitted to the City a proposal to provide Grant Writing services pursuant to the terms of this Agreement. C. Based on its experience, education, training, and reputation, Consultant is qualified to provide the necessary services to the City for the Project and desires to provide such services. D. The City desires to retain the services of Consultant for the Project. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, the City agrees to retain and does hereby retain Consultant and Consultant agrees to provide services to the City as follows: AGREEMENT 1. CONSULTANT SERVICES 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide Consulting services to the City as described in the Scope of Services/Work attached to this Agreement as Exhibit "A" and incorporated herein by reference (the "services" or "work"), which includes the agreed upon schedule of performance and the schedule of fees. Consultant warrants that all services and work shall be performed in a competent, professional, and satisfactory manner in accordance with all standards prevalent in the industry. In the event of any inconsistency between the terms contained in the Scope of ServicesilVork and the terms set forth in the main body of this Agreement, the terms set forth in the main body of this Agreement shall govern. 1.2 Compliance with Law. All services rendered under this Agreement shall be provided by Consultant in accordance with all applicable federal, state, and local laws, statutes and ordinances and all lawful orders, rules, and regulations promulgated thereunder. I Revised:NO2/07 507639.2 1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. 1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that it has carefully considered how the work should be performed and fully understands the facilities, difficulties, and restrictions attending performance of the work under this Agreement. 2. TIME FOR COMPLETION. The time for completion of the services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the work of this Agreement according to the agreed upon schedule of performance set forth in Exhibit "A." Consultant shall not be accountable for delays in the progress of its work caused by any condition beyond its control and without the fault or negligence of Consultant. Delays shall not entitle Consultant to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF CONSULTANT 3.1 Compensation of Consultant. For the services rendered pursuant to this Agreement, Consultant shall be compensated and reimbursed, in accordance with the schedule of fees set forth in Exhibit "A". 3.2 Reserved. 3.3 Channes. In the event any change or changes in the Scope of Services/Work is requested by the City, the parties hereto shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional fees. An amendment may be entered into: A. To provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. 3.4 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the City of Palm Springs for each fiscal year covered by the Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty to the City. 4. PERFORMANCE SCHEDULE 2 Revised:3/02/07 507639.2 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. The completion date required for this project is June 30, 2014, 4.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed pursuant to the agreed upon schedule of performance set forth in Exhibit "A." The extension of any time period must be approved in writing by the Contract Officer. 4.3 Force Maieure. The time for performance of services to be rendered pursuant to this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, including, but not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if Consultant shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 4.4 Term. Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect until June 30, 2014, unless extended by mutual written agreement of the parties. 5. COORDINATION OF WORK 5.1 Representative of Consultant. The following principal of Consultant is hereby designated as being the principal and representative of Consultant authorized to act in its behalf with respect to the services and work specified herein and make all decisions in connection therewith: Charlotte Whitney. It is expressly understood that the experience, knowledge, education, capability, and reputation of the foregoing principal is a substantial inducement for the City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 5.2 Contract Officer. The Contract Officer shall be the City Manager, or his/her designee. It shall be the Consultant's responsibility to keep the Contract Officer, or his/her designee, fully informed of the progress of the performance of the services and Consultant shall refer any decisions that must be made by the City to the Contract Officer. Unless otherwise specified herein, any approval of the City required hereunder shall mean the approval of the Contract Officer. 5.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, education, capability, and reputation of Consultant, its principals and employees, were a substantial inducement for the City to enter into this Agreement. 3 Revised:3102/07 507639.2 Therefore, Consultant shall not contract with any other individual or entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of the City. 5.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. Consultant shall perform all services required herein as an independent contractor of the City and shall not be an employee of the City and shall remain at all times as to the City a wholly independent contractor with only such obligations as are consistent with that role; however, the City shall have the right to review Consultant's work product, result, and advice. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of the City. 5.5 Personnel. Consultant agrees to assign the following individuals to perform the services set forth herein. Consultant shall not alter the assignment of the following personnel without the prior written approval of the Contract Officer. Acting through the City Manager or his designee, the City shall have the unrestricted right to order the removal of any personnel assigned by Consultant by providing written notice to Consultant. Name: Title: Charlotte Whitney Principal 6. INSURANCE Consultant shall procure and maintain, at its sole cost and expense, policies of insurance as set forth in Exhibit "B," which is attached hereto and is incorporated herein by reference. 7. INDEMNIFICATION. To the fullest extent permitted by law, Consultant shall defend (at Consultant's sole cost and expense), indemnify, protect, and hold harmless the City, its elected officials, officers, employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of persons (Consultant's employees included), for damage to property, including property owned by the City, from any violation of any federal, state, or local law or ordinance, and from negligent acts, errors and omissions committed by Consultant, its officers, employees, representatives, and agents, which Claims arise out of or are related to Consultant's performance under this Agreement, but excluding such Claims arising from the negligence or willful misconduct of the City, its elected officials, officers, employees, q Revised:3/02/07 507639.2 agents, and volunteers. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Consultant's indemnification obligation or other liability hereunder. 8. RECORDS AND REPORTS 8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. 8.2 Records. Consultant shall keep such books and records as shall be necessary to properly perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 8.3 Ownership of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights or ownership of the documents and materials hereunder. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. 8.4 Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. 8.5 Cost Records. Consultant shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred while performing under this Agreement and shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by the City and copies thereof shall be promptly furnished to the City upon request. 9. ENFORCEMENT OF AGREEMENT 9.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. g Revised:M2/07 507639.2 9.2 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of the City shall be deemed to waive or render unnecessary the City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 9.3 Risahts and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 9.4 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. 9.5 Termination Prior to Expiration of Term. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days written notice to Consultant, except that where termination is due to the fault of Consultant and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer thereafter. Consultant may terminate this Agreement, with or without cause, upon thirty (30) days written notice to the City. 10. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or its successor, or for breach of any obligation of the terms of this Agreement. 10.2 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion, sex, marital status, disability, sexual orientation, national origin, or ancestry. 11. MISCELLANEOUS PROVISIONS 6 Revised:3102107 507639.2 11.1 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. To City: City of Palm Springs Attention: Michele Mician 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 To Consultant: Charlotte D. Whitney StrategicSolutions 2825 South Palm Canyon Drive Palm Springs, CA 92264 11.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 11.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 11.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 11.5 Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. 7 Revis d:3/02/07 507639.2 "CITY" City of Palm Springs Date: ��a� 3 avid H. Read Ph.D City Manager r Date: 10 a-1 113 By. 1) r —Rgiele C. ician ASS FORM Manager, Office of Sustainability ty p"of�q ATTEST: /n. C vv t� Date: I p �.��Zc c:r> By: Jay Thompson City Clerk "CONSULTANT" Strategic Solutions, Inc., Date: By . 14�,2z — Charlo to itra Principal 9 _ ba Not to Exceed $� �-w, `— Without The Express Written Authorization Of The City Manager g Revised:3/02/07 507639.2 EXHIBIT "A" CONSULTANT'S SCOPE OF SERVICES/WORK Including, Schedule of Fees And Schedule of Performance 9 Revised:3102107 507639.2 EXHIBIT "A" (PROPOSAL) (Scope of Services) The Consultant proposal and specifications for the Event Promotion for the City's "Project" are as follows: General Description: Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant management services to the City of Palm Springs Office of Sustainability. Drawing on its extensive experience in all phases of the grant process, StrategicSolutions will focus on funding opportunities in support the following City of Palm Springs sustainability initiatives: 1. Clean Air Projects 2. Bicycle Infrastructure and Related Programs 3. Electric Vehicles and Infrastructure 4. Urban and Community Forestry 5. Non Motorized Transportation Plan 6. Other Areas, as identified or assigned StrategicSolutions will work interdepartmentally and with public and private individuals and agencies to achieve program objectives and maximize access to grant funding. StrategicSolutions will provide the following comprehensive grant management services as appropriate: 1. Facilitate project scoping 2. Identify applicable grants 3. Write program descriptions 4. Complete grant applications 5. Draft policies, plans and agenda reports to support grant applications 6. Prepare progress and final reports as required by funding agencies 7. Prepare requests for reimbursement 8. Provide technical assistance to staff and subcontractors Costs: The $20,000.00 cost includes all materials necessary to provide services as described with exception of equipment rental. Timeline: Work will begin upon the execution of this Agreement by all parties, and will end by June 30, 2014, unless extended by mutual written agreement of the parties. EXHIBIT "A" (SCHEDULE OF PERFORMANCE) 0 Revised:3/=07 507639.2 The Consultant shall begin the work as described in the attached Scope of Work ('Project'), after the full execution of this Agreement. Consultant shall furnish to the City, before the execution of this Agreement, a schedule for completion of all materials for distribution. Consultant shall furnish to City staff, one (1) time every month after the start of the project, a progress report until the completion of the project. Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. This schedule is flexible and may change based as the work requires. Following is a list of representative tasks generally preformed to complete a grant application. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line for funding 0 ortunities 2. Review grant announcements and guidelines for applicability I . Attend training and bidder's conferences 4. Develop a database of grants that match funding needs 5. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines, applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. Research and assembling information to be included in applications 5. Obtainspecifications, vendor quotes, brochures and other supporting materials 6. Secure relationships, resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment Revised:3102107 507639.2 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare, update, and/or assemble additional documents as required by funding aciencies 2. Prepare calendar of report due dates 3. Download report requirements and forms 4. Obtain and assemble information for preparation of reports 5. Prepare draft reports for review and comment 6. Prepare final reports for submittal 7. Prepare materials for status meetings with city staff, agency staff and/or other consultants 8. Coordinate with staff on invoicing and requests for reimbursement 9. Coordinate with outside agency staff and consultants on funding status and grant implementation 10. Maintain computer and hard copy files EXHIBIT "A" (FEE SCHEDULE) Payment for the Grant Writing Consultation Services for the City of Palm Springs shall be as follows: In consideration for the services to be performed by Consultant, City agrees to pay Consultant at the rate of $95.00 per hour. Consultant's total compensation payable under this Agreement shall not exceed $20,000.00 and the total compensation for any one grant or grant application shall not exceed $5,000.00. Consultant acknowledges that she accepts the risk that the services identified in this Agreement may be more costly and/or time-consuming than Consultant anticipates and Consultant shall not be entitled to additional compensation. In the event the City's maximum payment obligation for the entire agreement or for one or more grants or grant applications is reached before the Consultant's Services under this Agreement are completed, Consultant shall nevertheless complete the work without liability on the City's part for further payment beyond the maximum amounts specified in this paragraph. Terms of Payment: Consultant will send City an invoice monthly. City will pay Consultant within thirty(30) days from the date of each invoice. Expenses: Consultant will be responsible for all expenses incurred while performing services under this Agreement. Materials: Consultant will furnish all materials, equipment, and supplies used to provide the services required by this Agreement. 12 Revised:3102/07 507639.2 EXHIBIT "B" INSURANCE PROVISIONS Including Verification of Coverage, Sufficiency of Insurers, Errors and Omissions Coverage, Minimum Scope of Insurance, Deductibles and Self-Insured Retentions, and Severability of Interests (Separation of Insureds) 13 Revised:3102J07 507639.2 Insurance Consultant shall procure and maintain, at its sole cost and expense, and submit concurrently with its execution of this Agreement, in a form and content satisfactory to the City, public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Consultant's performance under this Agreement. Consultant shall also carry workers' compensation insurance in accordance with California workers' compensation laws. Such insurance shall be kept in full force and effect during the term of this Agreement, including any extension thereof, and shall not be cancelable without thirty (30) days advance written notice to the City of any proposed cancellation. Certificates of insurance evidencing the foregoing and designating the City, its elected officials, officers, employees, agents, and volunteers as additional named insureds by original endorsement shall be delivered to and approved by the City prior to commencement of services. The procuring of such insurance and the delivery of policies, certificates, and endorsements evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify the City, its elected officials, officers, agents, employees, and volunteers. A. Minimum Scope of Insurance. The minimum amount of insurance required hereunder shall be as follows: 1. Comprehensive general liability and personal injury with limits of at least one million dollars ($1,000,000.00) combined single limit coverage per occurrence and two million dollars ($2,000,000) general aggregate; 2. Automobile liability insurance with limits of at least one million dollars ($1,000,000.00) per occurrence; 3. Professional liability (errors and omissions) insurance with limits of at least one million dollars ($1,000,000.00) per occurrence and two million dollars ($2,000,000) annual aggregate; and, 4. Workers' Compensation insurance in the statutory amount as required by the State of California and Employer's Liability Insurance with limits of at least one million dollars $1 million per occurrence. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of Workers' Compensation Insurance Requirement form. For any claims related to this Agreement, Consultant's insurance coverage shall be primary insurance as respects the City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City and its respective elected officials, officers, employees, agents, and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability Insurance only, the insurer shall waive all rights of subrogation and contribution it may have against the City, its elected officials, officers, employees, agents, and volunteers. 14 Revised:3/02/07 507639.2 B. Errors and Omissions Coverage. If Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this Agreement to cover claims made within three years of the completion of Consultant's services under this Agreement, or (2) to maintain professional liability insurance coverage with the same carrier, or equivalent coverage with another company, in the amount required by this Agreement for at least three years after completion of Consultant's services under this Agreement. Consultant shall also be required to provide evidence to the City of the purchase of the required tail insurance or continuation of the professional liability policy. C. Sufficiency of Insurers. Insurance required herein shall be provided by authorized insurers in good standing with the State of California. Coverage shall be provided by insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VI I, or better, unless otherwise acceptable to the City. D. Verification of Coverage. Consultant shall furnish the City with both certificates of insurance and endorsements, including additional insured endorsements, effecting all of the coverages required by this Agreement. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be received and approved by the City before work commences. The City reserves the right to require Consultant's insurers to provide complete, certified copies of all required insurance policies at any time. Additional insured endorsements are not required for Errors and Omissions and Workers' Compensation policies. Verification of Insurance coverage may be provided by: (1) an approved General and/or Auto Liability Endorsement Form for the City of Palm Springs or (2) an acceptable Certificate of Liability Insurance Coverage with an approved Additional Insured Endorsement with the following endorsements stated on the certificate: 1. "The City of Palm Springs, its officials, employees, and agents are named as an additional insured..." ("as respects City of Palm Springs Contract No.—.or "for any and all work performed with the City"may be included in this statement). 2. "This insurance is primary and non-contributory over any insurance or self- insurance the City may have..." ("as respects City of Palm Springs Contract No._" or "for any and all work performed with the City' may be included in this statement). 3. "Should any of the above described policies be canceled before the expiration date thereof, the issuing company will mail 30 days written notice to the Certificate Holder named." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representative" is not acceptable and must be crossed out. 4. Both the Workers' Compensation and Employers' Liability policies shall contain the insurer's waiver of subrogation in favor of the City, its elected officials, officers, employees, agents, and volunteers. 15 Revised:3/02107 5076392 In addition to the endorsements listed above, the City Springs of Palm S rin s shall be named the certificate holder on the policies. All certificates of insurance and endorsements are to be received and approved by the City before work commences. All certificates of insurance must be authorized by a person with authority to bind coverage, whether that is the authorized agent/broker or insurance underwriter. Failure to obtain the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. E. Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions must be declared to and approved by the City prior to commencing any work or services under this Agreement. At the option of the City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its elected officials, officers, employees, agents, and volunteers; or, Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Certificates of Insurance must include evidence of the amount of any deductible or self-insured retention under the policy. Consultant guarantees payment of all deductibles and self-insured retentions. F. Severability of Interests (Separation of Insureds). This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 16 Revised:3/02107 507639.2 Pb331 CONSULTING SERVICES AGREEMENT (Strategic Solutions) THIS AGREEMENT FOR CONSULTING SERVICES (the "Agreement') is made and entered into this 7th day of February 2013, by and between the City of Palm Springs Office of Sustainability, a municipal corporation ("City"), acting by and through its City Manager, or his designee, a Contract Officer of the City ("City"), and Strategic Solutions Inc. ("Consultant'). RECITALS A. The City requires the services of Grant Writer ("Project'). B. Consultant has submitted to the City a proposal to provide Grant Writing services pursuant to the terms of this Agreement. C. Based on its experience, education, training, and reputation, Consultant is qualified to provide the necessary services to the City for the Project and desires to provide such services. D. The City desires to retain the services of Consultant for the Project. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, the City agrees to retain and does hereby retain Consultant and Consultant agrees to provide services to the City as follows: AGREEMENT 1. CONSULTANT SERVICES 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Consultant shall provide Consulting services to the City as described in the Scope of Services/Work attached to this Agreement as Exhibit "A" and incorporated herein by reference (the "services" or "work"), which includes the agreed upon schedule of performance and the schedule of fees. Consultant warrants that all services and work shall be performed in a competent, professional, and satisfactory manner in accordance with all standards prevalent in the industry. In the event of any inconsistency between the terms contained in the Scope of ServiceslWork and the terms set forth in the main body of this Agreement, the terms set forth in the main body of this Agreement shall govern. 1.2 Compliance with Law. All services rendered under this Agreement shall be provided by Consultant in accordance with all applicable federal, state, and local laws, statutes and ordinances and all lawful orders, rules, and regulations promulgated thereunder. Revised:3/02/07 507639.2 1.3 Licenses and Permits. Consultant shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. 1.4 Familiarity with Work. By executing this Agreement, Consultant warrants that it has carefully considered how the work should be performed and fully understands the facilities, difficulties, and restrictions attending performance of the work under this Agreement. 2. TIME FOR COMPLETION. The time for completion of the services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the work of this Agreement according to the agreed upon schedule of performance set forth in Exhibit "A." Consultant shall not be accountable for delays in the progress of its work caused by any condition beyond its control and without the fault or negligence of Consultant. Delays shall not entitle Consultant to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF CONSULTANT 3.1 Compensation of Consultant. For the services rendered pursuant to this Agreement, Consultant shall be compensated and reimbursed, in accordance with the schedule of fees set forth in Exhibit 'A," which total amount shall not exceed $3,000.00. 3.2 Method of Payment. In any month in which Consultant wishes to receive payment, Consultant shall no later than the first working day of such month, submit to the City in the form approved by the City's finance director, an invoice for services rendered prior to the date of the invoice. Payments shall be based on the hourly rates as set forth in Exhibit "A" for authorized services performed. The City shall pay Consultant for all expenses stated thereon, which are approved by the City consistent with this Agreement, within thirty (30) days of receipt of Consultant's invoice. 3.3 Changes. In the event any change or changes in the Scope of Services/Work is requested by the City, the parties hereto shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional fees. An amendment may be entered into: A. To provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; B. To provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant's profession. Z Revised:3/02/07 507639.2 3.4 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the City of Palm Springs for each fiscal year covered by the Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty to the City. 4. PERFORMANCE SCHEDULE 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. The completion date required for this project is June 30, 2013. 4.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed pursuant to the agreed upon schedule of performance set forth in Exhibit "A." The extension of any time period must be approved in writing by the Contract Officer. 4.3 Force Maieure. The time for performance of services to be rendered pursuant to this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant, including, but not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if Consultant shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 4.4 Term. Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect for a period of ninety (90) days from the execution date of the agreement, unless extended by mutual written agreement of the parties. 5. COORDINATION OF WORK 5.1 Representative of Consultant. The following principal of Consultant is hereby designated as being the principal and representative of Consultant authorized to act in its behalf with respect to the services and work specified herein and make all decisions in connection therewith: Charlotte Whitney. It is expressly understood that the experience, knowledge, education, capability, and reputation of the foregoing principal is a substantial inducement for the City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer. 5.2 Contract Officer. The Contract Officer shall be the City Manager, or his/her designee. It shall be the Consultant's responsibility to keep the Contract Officer, or his/her designee, fully informed of the progress of the performance of the services 3 Revised 3/02/07 507639.2 and Consultant shall refer any decisions that must be made by the City to the Contract Officer. Unless otherwise specified herein, any approval of the City required hereunder shall mean the approval of the Contract Officer. 5.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, education, capability, and reputation of Consultant, its principals and employees, were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other individual or entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of the City. 5.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode, or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. Consultant shall perform all services required herein as an independent contractor of the City and shall not be an employee of the City and shall remain at all times as to the City a wholly independent contractor with only such obligations as are consistent with that role; however, the City shall have the right to review Consultant's work product, result, and advice. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of the City. 5.5 Personnel. Consultant agrees to assign the following individuals to perform the services set forth herein. Consultant shall not alter the assignment of the following personnel without the prior written approval of the Contract Officer. Acting through the City Manager or his designee, the City shall have the unrestricted right to order the removal of any personnel assigned by Consultant by providing written notice to Consultant. Name: Title: Charlotte Whitney Principal 6. INSURANCE Consultant shall procure and maintain, at its sole cost and expense, policies of insurance as set forth in Exhibit "B," which is attached hereto and is incorporated herein by reference. 7. INDEMNIFICATION. To the fullest extent permitted by law, Consultant shall defend (at Consultant's sole cost and expense), indemnify, protect, and hold harmless the City, its elected officials, officers, employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"), 4 Revised:3/02/07 507639.2 including but not limited to Claims arising from injuries to or death of persons (Consultant's employees included), for damage to property, including property owned by the City, from any violation of any federal, state, or local law or ordinance, and from negligent acts, errors and omissions committed by Consultant, its officers, employees, representatives, and agents, which Claims arise out of or are related to Consultant's performance under this Agreement, but excluding such Claims arising from the negligence or willful misconduct of the City, its elected officials, officers, employees, agents, and volunteers. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Consultant's indemnification obligation or other liability hereunder. 8. RECORDS AND REPORTS 8.1 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. 8.2 Records. Consultant shall keep such books and records as shall be necessary to properly perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 8.3 Ownership of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by the City of its full rights or ownership of the documents and materials hereunder. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. 8.4 Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. 8.5 Cost Records. Consultant shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred while performing under this Agreement and shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by the City and copies thereof shall be promptly furnished to the City upon request. 9. ENFORCEMENT OF AGREEMENT 5 Revised:3/02107 507639.2 9.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 9.2 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of the City shall be deemed to waive or render unnecessary the City's consent to or approval of any subsequent act of Consultant. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 9.3 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 9.4 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. 9.5 Termination Prior to Expiration of Term. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days written notice to Consultant, except that where termination is due to the fault of Consultant and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Consultant shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer thereafter. Consultant may terminate this Agreement, with or without cause, upon thirty (30) days written notice to the City. 10. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or its successor, or for breach of any obligation of the terms of this Agreement. 6 Revised 3/02/07 507639.2 10.2 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person or group of persons on account of race, color, creed, religion, sex, marital status, disability, sexual orientation, national origin, or ancestry. 11. MISCELLANEOUS PROVISIONS 11.1 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. To City: City of Palm Springs Attention: Michele Mician 3200 E. Tahquitz Canyon Way Palm Springs, California 92262 To Consultant: Charlotte D. Whitney StrategicSolutions 2825 South Palm Canyon Drive Palm Springs, CA 92264 11.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 11.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 11.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 11.5 Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. 7 Revised:3/02107 507639.2 IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. "CITY" City of Palm Springs Date: By: ACMid' n 0 Manager, Office of Sustainability 7=M Ck A"w "CONSULTANT" tk� V 2->O- 29/3— Strategic Solutions, Inc., Date: By�ZfA u Charlotte Whitney T� ATTEST: Principal ty Clerk APPROVED BY DIPARMENT HEAD n�P ��i000°Q Abel $ Revised:3102107 507639.2 EXHIBIT "A" CONSULTANT'S SCOPE OF SERVICES/WORK Including, Schedule of Fees And Schedule of Performance 9 Revised:3/02/07 507639.2 EXHIBIT "A" (PROPOSAL) (Scope of Services) The Consultant proposal and specifications for the Event Promotion for the City's "Project" are as follows: General Description: Consultant shall provide Grant Writing Services as described in the attached Scope of Work. Costs: The $3,000.00 cost includes all materials necessary to provide services as described in the attached Scope of Work with exception of equipment rental. Timeline: The project timeline, list of any recommended contacts and document template for business district to be completed by June 30, 2013 and after the execution of this Agreement by all parties, unless extended by mutual written agreement of the parties. EXHIBIT "A" (SCHEDULE OF PERFORMANCE) The Consultant shall begin the work as described in the attached Scope of Work ("Project"), after the full execution of this Agreement. Consultant shall furnish to the City, before the execution of this Agreement, a schedule for completion of all materials for distribution. Consultant shall furnish to City staff, one (1) time every month after the start of the project, a progress report until the completion of the project. 10 Revised:3/02/07 507639.2 EXHIBIT "A" (FEE SCHEDULE) Payment for the Grant Writing Consultation Services for the City of Palm Springs shall be as follows: A partial payment, in an amount up to 50% plus reimbursable expenses may be submitted after the delivery of approved timeline and proposed projects and shall be payable within 30 days after delivery of the progress billing; payment of the remaining balance shall be payable within 30 days after the delivery of final project completion. 11 Revised:3/02107 507639.2 EXHIBIT "A" CONSULTANT'S SCOPE OF SERVICES/WORK Including, Schedule of Fees And Schedule of Performance 11 Revised:6116/10 720599.1 SCOPE OF WORK COMPREHENSIVE GRANT CONSULTING SERVICES to the City of Palm Springs, California from StrategicSolutions OVERVIEW Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant consulting services to the City of Palm Springs. Drawing on its extensive experience in all phases of the grant process, StrategicSolutions will focus on funding opportunities in support the following City of Palm Springs sustainability initiative: 1. Non Motorized Transportation Plan 2. Other Areas,as identified or assigned StrategicSolutions will work interdepartmentally and with public and private individuals and agencies to achieve program objectives and maximize access to grant funding. SERVICES StrategicSolutions will provide the following comprehensive grant consulting services as appropriate: 1. Facilitate project scoping 2. Identify applicable grants 3. Write program descriptions 4. Complete grant applications 5. Draft policies,plans and agenda reports to support grant applications 6. Provide technical assistance to staff and other consultants post application Scope_of Work Palm_Sprfngs Non Motorized-Transportation_2011-2012 Page 1 SERVICES, Continued Following is a list of representative tasks generally preformed to complete a grant application. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line for funding opportunities 2. Review grant announcements and guidelines for applicability 3. Attend training and bidder's conferences 4. Develop a database of grants that match funding needs 5. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines, applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. Research and assembling information to be included in applications 5. Obtainspecifications, vendor quotes, brochures and other supporting materials 6. Secure relationships,resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare, update, and/or assemble additional documents as required by funding agencies 2. Prepare calendar of report due dates 3. Download r ort requirements and forms 4. Obtain and assemble information for preparation of reports WCoordinate draft re orts for review and comment final re orts for submittal materials fbr status meetin s with ci staff,a enc staff and/or other consultants te with staff on invoicin and uests for reimbursement te with outside a enc staff and consultants on fundin status and ant im lementation coin uter and hard copy files Scope_of Work Palm_Springs_Non Motorized-Transportation_2011-2012 Page 2 AVAILABILTIY Charlotte D. Whitney will dedicate a total of five days during Fiscal Year 2011/12 to comprehensive grant consulting for the City of Palm Springs for completion on grant related to Non Motorized Transportation. Two days will be set aside for"Pre-Application" services. These services are required to complete grant applications and include such services as development of specific action plans, policy development, and written program descriptions. Two days will be set aside for the preparation of a grant application. Typically two days will allow for the preparation of one grant application. One day will be reserved for "Post-Application" services. This will include such services as pursuit of approvals,grant management, and technical assistance. Pre A lication I Applications PostApplication Total Ci of Palm Springs 2 days 12 days 1 day 5 days Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail,and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. COMPENSATION The City of Palm Springs will be billed on a per diem basis of$500 as work is completed. A detailed activity report and copies of completed projects will be submitted with each invoice. Ordinary support services, including mileage and telephone, are included. Total amount of compensation will not exceed$5,000. TERMS The Agreement will be in effect for Fiscal Year 2011/2012 ending June 30, 2012. Either p for any r on may cancel the Agreement with a thirty-day written notice. C arlotte D. Whitney, President CrDate StrategicSolutions Scope_of Work Palm_Springs_Non Motorized-Transportation_2011-2012 Page 3 EXHIBIT "B" INSURANCE PROVISIONS Including Verification of Coverage, Sufficiency of Insurers, Errors and Omissions Coverage, Minimum Scope of Insurance, Deductibles and Self-Insured Retentions, and Severability of Interests (Separation of Insureds) 12 Revised:3/02/07 507639.2 Insurance Consultant shall procure and maintain, at its sole cost and expense, and submit concurrently with its execution of this Agreement, in a form and content satisfactory to the City, public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Consultant's performance under this Agreement. Consultant shall also carry workers' compensation insurance in accordance with California workers' compensation laws. Such insurance shall be kept in full force and effect during the term of this Agreement, including any extension thereof, and shall not be cancelable without thirty (30) days advance written notice to the City of any proposed cancellation. Certificates of insurance evidencing the foregoing and designating the City, its elected officials, officers, employees, agents, and volunteers as additional named insureds by original endorsement shall be delivered to and approved by the City prior to commencement of services. The procuring of such insurance and the delivery of policies, certificates, and endorsements evidencing the same shall not be construed as a limitation of Consultant's obligation to indemnify the City, its elected officials, officers, agents, employees, and volunteers. A. Minimum Scope of Insurance. The minimum amount of insurance required hereunder shall be as follows: 1. Comprehensive general liability and personal injury with limits of at least one million dollars ($1,000,000.00) combined single limit coverage per occurrence and two million dollars ($2,000,000) general aggregate; 2. Automobile liability insurance with limits of at least one million dollars ($1,000,000.00) per occurrence; 3. Professional liability (errors and omissions) insurance with limits of at least one million dollars ($1,000,000.00) per occurrence and two million dollars ($2,000,000) annual aggregate; and, 4. Workers' Compensation insurance in the statutory amount as required by the State of California and Employer's Liability Insurance with limits of at least one million dollars $1 million per occurrence. If Consultant has no employees, Consultant shall complete the City's Request for Waiver of Workers' Compensation Insurance Requirement form. For any claims related to this Agreement, Consultant's insurance coverage shall be primary insurance as respects the City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City and its respective elected officials, officers, employees, agents, and volunteers shall be in excess of Consultant's insurance and shall not contribute with it. For Workers' Compensation and Employer's Liability Insurance only, the insurer shall waive all rights of subrogation and contribution it may have against the City, its elected officials, officers, employees, agents, and volunteers. 13 Revised:3/02/07 507639.2 B. Errors and Omissions Coverage. If Consultant provides claims made professional liability insurance, Consultant shall also agree in writing either (1) to purchase tail insurance in the amount required by this Agreement to cover claims made within three years of the completion of Consultant's services under this Agreement, or (2) to maintain professional liability insurance coverage with the same carrier, or equivalent coverage with another company, in the amount required by this Agreement for at least three years after completion of Consultant's services under this Agreement. Consultant shall also be required to provide evidence to the City of the purchase of the required tail insurance or continuation of the professional liability policy. C. Sufficiency of Insurers. Insurance required herein shall be provided by authorized insurers in good standing with the State of California. Coverage shall be provided by insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VII, or better, unless otherwise acceptable to the City. D. Verification of Coverage. Consultant shall furnish the City with both certificates of insurance and endorsements, including additional insured endorsements, effecting all of the coverages required by this Agreement. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be received and approved by the City before work commences. The City reserves the right to require Consultant's insurers to provide complete, certified copies of all required insurance policies at any time. Additional insured endorsements are not required for Errors and Omissions and Workers' Compensation policies. Verification of Insurance coverage may be provided by: (1) an approved General and/or Auto Liability Endorsement Form for the City of Palm Springs or (2) an acceptable Certificate of Liability Insurance Coverage with an approved Additional Insured Endorsement with the following endorsements stated on the certificate: 1. "The City of Palm Springs, its officials, employees, and agents are named as an additional insured..." ("as respects City of Palm Springs Contract No.—. or "for any and all work performed with the City"may be included in this statement). 2. "This insurance is primary and non-contributory over any insurance or self- insurance the City may have..." ("as respects City of Palm Springs Contract No._" or "for any and all work performed with the City' may be included in this statement). 3. "Should any of the above described policies be canceled before the expiration date thereof, the issuing company will mail 30 days written notice to the Certificate Holdernamed." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representative" is not acceptable and must be crossed out. 4. Both the Workers' Compensation and Employers' Liability policies shall contain the insurer's waiver of subrogation in favor of the City, its elected officials, officers, employees, agents, and volunteers. 14 Revised:3/02107 507639.2 In addition to the endorsements listed above, the City of Palm Springs shall be named the certificate holder on the policies. All certificates of insurance and endorsements are to be received and approved by the City before work commences. All certificates of insurance must be authorized by a person with authority to bind coverage, whether that is the authorized agent/broker or insurance underwriter. Failure to obtain the required documents prior to the commencement of work shall not waive the Consultant's obligation to provide them. E. Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions must be declared to and approved by the City prior to commencing any work or services under this Agreement. At the option of the City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its elected officials, officers, employees, agents, and volunteers; or, Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses. Certificates of Insurance must include evidence of the amount of any deductible or self-insured retention under the policy. Consultant guarantees payment of all deductibles and self-insured retentions. F. Severability of Interests (Separation of Insureds). This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability. 15 Revised 3102107 507639.2 SCOPE OF WORK COMPREHENSIVE GRANT CONSULTING SERVICES to the City of Palm Springs, California Office of Sustainability from StrategicSolutions OVERVIEW Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant consulting services to the City of Palm Springs Office of Sustainability. Drawing on its extensive experience in all phases of the grant process, StrategicSolutions will focus on funding opportunities in support the following City of Palm Springs Sustainability initiative: 1. Non Motorized Transportation Plan 2. Other Areas, as identified or assigned StrategicSolutions will work interdepartmentally and with public and private individuals and agencies to achieve program objectives and maximize access to grant funding. SERVICES StrategicSolutions will provide the following comprehensive grant consulting services as appropriate: 1. Facilitate project scoping 2. Identify applicable grants 3. Write program descriptions 4. Complete grant applications 5. Draft policies, plans and agenda reports to support grant applications 6. Provide technical assistance to staff and other consultants post application AVAILABILTIY Charlotte D. Whitney will dedicate a total of five days during Fiscal Year 2012/13 to comprehensive grant consulting for the City of Palm Springs for completion of grants related to Non Motorized Transportation. Two days will be set aside for"Pre-Application" services. These services are required to complete grant applications and include such services as attendance at grant specific workshops, development of specific action plans, policy development,and written program descriptions. Scope_of Work_Palm_Springs_0ice_of Sustainability_2012-2013 Page I ATTACHMENT A Following is a list of representative tasks generally preformed to complete a grant application. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line for funding opportunities 2. Review grant announcements and guidelines for applicability 3. Attend training and bidder's conferences 4. Develop a database of grants that match funding needs 5. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines,applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. Research and assembling information to be included in applications 5. Obtainspecifications,vendor quotes, brochures and other supporting materials 6. Secure relationships, resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare,update,and/or assemble additional documents as required by funding agencies 2. Prepare calendar of report due dates 3. Download report requirements and forms 4. Obtain and assemble information for preparation of reports 5. Prepare draft reports for review and comment 6. Prepare final reports for submittal 7. Prepare materials for status meetings with city staff, agency staff and/or other consultants 8. Coordinate with staff on invoicing and requests for reimbursement 9. Coordinate with outside agency staff and consultants on funding status and grant implementation 10. Maintain computer and hard copy files Scope of Work_Palm_Springs_0 ice_of Sustainabilitj 2012-2013 Page 3 AVAILABILTIY, continued Two days will be set aside for the preparation of a grant application. Typically two days will allow for the preparation of one grant application. One day will be reserved for "Post-Application" services. This will include such services as pursuit of approvals, grant management,and technical assistance. Pre Application Applications Post Application Total CiLy of Palm Springs 2 days 2 da s 1 day 5 days This schedule is flexible and may change based as the work requires. Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation five days per week, excluding weekends and holidays, by telephone, e-mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Palm Springs as needed. COMPENSATION The City of Palm Springs will be billed on a per diem basis of$500 as work is completed. A detailed activity report and copies of completed projects will be submitted with each invoice. Ordinary support services, including mileage and telephone,are included. Total amount of compensation will not exceed $3,000. TERMS The Agreement will be in effect for Fiscal Year 2012/2013ending June 30, 2013. Either party for any reason may cancel the Agreement with a thirty-day written notice. �3"- 4�) Lf/ CJ/ Charlotte D. Whitney Date StrategicSolutions Scope of Work_Palm_Springs_0 ice_of Sustainability_2012-2013 Page 2 ATTACHMENT A Following is a list of representative tasks generally preformed to complete a grant application. TASKS Pre-Application Preparation 1. Research grant databases and agency specific databases on-line for funding opportunities 2. Review grant announcements and guidelines for applicability 3. Attend training and bidder's conferences 4. Develop a database of grants that match funding needs 5. Update calendar of submission datelines 6. Maintain a comprehensive grants inventory for each project area Application Development and Preparation 1. Download guidelines,applications and forms 2. Develop application strategies that maximizes funding and prospects for approval 3. Schedule and conducting strategy meetings with staff 4. Research and assembling information to be included in applications 5. Obtainspecifications,vendor quotes, brochures and other supporting materials 6. Secure relationships, resolutions, cover letters and letters of support 7. Prepare draft applications for review and comment 8. Prepare final applications for submittal 9. Overnight mail and/or hand deliver applications to funding agencies and others 10. Telephone and/or e-mail funding agencies and other staff regarding applications Post-Application Implementation and Oversight 1. Prepare,update, and/or assemble additional documents as required by funding agencies 2. Prepare calendar of report due dates 3. Download report requirements and forms 4. Obtain and assemble information for preparation of reports 5. Prepare draft reports for review and comment 6. Prepare final reports for submittal 7. Prepare materials for status meetings with city staff, agency staff and/or other consultants 8. Coordinate with staff on invoicing and requests for reimbursement 9. Coordinate with outside agency staff and consultants on funding status and grant implementation 10. Maintain computer and hard copy files Scope of Work Palm_Springs_0 ice of Sustainabili4_2012-2013 Page 3