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HomeMy WebLinkAboutA5859 - INNOVATIVE INTERFACES FOR POLARIS LIBRARY SYSTEMS wee 111 innovative World Headquarters 5650 Shellmound Way Emeryville, CA 94606 +1 510 655-6200 April 12, 2015 Jeannie Kays Palm Springs Public Library 300 South Sunrise Way Palm Springs, CA 92262 Dear Jeannie: As you are likely aware, Innovative Interfaces acquired Polaris Library Systems in 2014. With the acquisition of Polaris by Innovative, we are now able to offer our valued academic and public library customers access to an even fuller suite of best-in-class ILS products and services. We are writing to advise you of coming changes to how you are invoiced for Polaris products, as well as how you would order additional add-on products and services from Innovative. These changes do not in any way impact your service, or existing contract rights. All contractual terms and conditions existing in your Polaris contract remain in full force and effect. The 2 key changes for our legacy Polaris customers are as follows: 1) Legacy Polaris customers will begin to receive invoices payable for their products and services from Innovative, as opposed to Polaris; and 2) In regard to orders for new add-on products and services, legacy Polaris customers would order such products and services from Innovative, as opposed to Polaris. To assist you in managing the transition to billing by and payment to Innovative, we have attached a copy of our vendor billing and payment instructions, as well as a completed Form W9. Finally, as part of our transition to billing by and payment to Innovative, we are writing here to request that you review, execute and return to us a signed copy of the attached Assignment Agreement. Your return of the signed Assignment Agreement will help to ensure that the changes in invoicing, payment and product fulfillment described above occur smoothly and without difficulty. Innovative is committed to ensuring that you enjoy the highest level of customer satisfaction and fulfillment. To this end, if you may have any questions or concerns about any of the above,please do feel free to contact me directly. Once again, thanks for your continued support and patronage of Innovative. Sincerely, Russell L. Boltwood General Counsel Innovative Interfaces Incorporated VENDOR AND PAYMENT INFORMATION INNOVATIVE INTERFACES,INC. OFFICIAL VENDOR NAME: Innovative Interfaces, Inc. 5850 Shellmound Way Emeryville, CA 94608 United States of America PAYMENT INFORMATION: 1) For electronic payments: Bank of America, N.A. ARA/Routing Code: 026009593 SWIFT CODE: BOFAUS3N Beneficiary: Innovative Interfaces Incorporated Beneficiary Account Number: 1416200046 2) For payments by check sent by regular mail: Innovative Interfaces, Inc. P.O. Box 74008010 Chicago, IL 60674-8010 3) For payments by check sent via FedEx and/or UPS: Innovative Interfaces, Inc. 540 W. Madison, Floor 4 Chicago, IL 60661 ASSIGNMENT AGREEMENT between GIS INFORMATION SYSTEMS, INC. DOING BUSINESS AS POLARIS LIBRARY SYSTEMS ("Polaris"), INNOVATIVE INTERFACES INCORPORATED, -and- PALM SPRINGS PUBLIC LIBRARY (the "Library") Collectively referred to as the "Parties". WITNESSETH: WHEREAS the Library and Polaris entered into an Agreement(s). The Parties agree that the original Agreement(s) in its entirety, and all rights, duties and obligations of the Parties thereunder, shall be transferred from Polaris to Innovative Interfaces Incorporated. All legal notices for Innovative Interfaces Incorporated should be addressed to the following: Innovative Interfaces Incorporated 5850 Shellmound Way Emeryville, CA 94608 Attn: Legal Department This agreement may be executed in counterparts. WHEREAS this Assignment Agreement is effective as of the date of the last signature as written below, and is herewith incorporated into the original Agreement(s). IN WITNESS WHEREOF, the Parties have executed this Assignment Agreement as of the date last written below. PALM SPRINGS PUBLIC LIBRARY —, APP O AS TOFOW By; .rL �_:� ; Name: ATMMU Title: Date: GIS INFORMATION SYSTEMS, INC. DOING BUSINESS AS POLARIS LIBRARY SYSTEMS By: APPROVED BY CITY MANA//G��,,ErrRl Name: Sandra L. Curry Q Title: Chic Financial Of racer Date: ATTEST: INNOVATIVE INTERFACES INCORPORATED ity Clerk By: �. Name: Sandra L. Curry Title: Chi F'ancia Date: l Officer �/ j CITY OF RALv,5RRINGs COX 2z4 Re�jj sPRoties,C� 225', POLARIS Integrated Library System CONTRACT FOR HOSTED SERVICES June 2nd, 2009 Palm Springs Public Library, Palm Springs, CA Polaris Library Systems PO BOX 4903 a SYRACUSE, NY 13221-4903 1-800-272-3414 . FAX 1-315-457-5883 • http,//www.polaristibrary.com 03 612/09 Palm Springs Public Library Hosted Services Contract Page 1 of 18 Poems .. THIS AGREEMENT,is made between GIS Information Systems", Inc,doing business as Polaris Library Systems(a qualified Subchapter S subsidiary of The Croydon Company, Inc.,)a corporation organized under the laws of the State of New York,with its principal place of business at 103 Commerce Boulevard, Liverpool, New York(herein after referred to as "Polaris"), and the Palm Springs Public Library, 300 South Sunrise Way, Palm Springs, CA 92262 (hereinafter referred to as"LIBRARY'). WITNESSETH: WHEREAS, Polaris has developed a computerized system (hereinafter referred to as"Polaris ILS"AID)consisting of hardware and software and related services, and the LIBRARY intends to purchase and/or license such hardware, software and related services at its location(s); NOW, THEREFORE the parties mutually agree as follows: 1. Definitions 1 A, "Hosted Services"shall refer to the services listed and set forth under Schedule B herein and which may be modified, added to, or replaced during the tern of this Agreement. 1.2. "Polaris ILS Software' shall refer to all hosted and client applications proprietary to Polaris and provided by Polaris to the LIBRARY under this Agreement. 1.3. "Polaris ILS Hardware" shall refer to the hardware under the control and ownership of Polaris which is used to provide the Polaris ILS Software and Hosted Services; and which hardware may be modified, added to, or replaced during the term of this Agreement provided that the performance thereof is not thereby caused to degrade. 1.4. "Polaris ILS Software Materials"shall refer to any machine readable or printed material, including but not Limited to documentation stared on CO, On-Line Help files and hard-copy guides,which are designated by Polaris as available under license to libraries who have licensed the Polaris ILS Software to which those materials relate. 1.5. "LIBRARY Equipment" shall refer to the hardware and software, including, but not limited to, those components that enable access to the Internet,which the LIBRARY is required to have in use in order to use and enable the Polaris ILS Software and Hosted Services to be provided in accordance with this Agreement,and which may be provided independently by the LIBRARY or which may be purchased by the LIBRARY as part of this Agreement. 1.6. "Network"shall refer to all communications hardware and software under the control and ownership of Polaris, and which may be modified, added to, or replaced during the term of this Agreement provided that the performance thereof is not thereby caused to degrade. 1.7. "System"shall refer to the Polaris ILS Hardware, Polaris ILS Software and Network as the same operate together in the provision of the Hosted Services 1.8. "Operational Date" is defined as the day on which Polaris and the LIBRARY shall mutually declare in writing use of the Polaris ILS Software and Hosted Services as provided under this Agreement to be available to the LIBRARY. 2. Furnishing of Deliverables Based on the statistics in Schedule A,which the LIBRARY agrees are reasonably correct as of the date of this Agreement, Polaris will provide Services as detailed in the following Schedules at the fees indicated in Schedule D: Schedule B: Hosted Services C�k 6/2109 Palm Springs Public Library Hosted Services Contract Page 7 of 18 POLARIS Schedule C: Polaris ILS Software Schedule D: Cost Summary Schedule E: Enhanced Data Content for PAC Schedule F; PC Workstation Requirements 3, Installation Schedule 3.1.Following the signing of this Agreement, the LIBRARY and Polaris will. mutually agree on an Implementation Plan which shall include, but not be limited to, identification of all required tasks, a timeline of al(required tasks,an indication of which party is responsible for completion of each task,and expected duration of each task. Upon completion of implementation,both parties shall mutually agree to an operational Date pursuant to Article 1.8. herein. 4. Term and Termination 4.1. This Agreement is effective upon final signature and for an initial term ending one (1) year from the Operational Date. It shall then be renewed automatically for one-year periods unless the LIBRARY notifies Polaris of its intention not to renew at least ninety (90) days prior to the expiration of the original or any extended term. 4.2. If either party is considered to be in material breach of any of the terms and conditions of this Agreement, the aggrieved party shalt give written notice thereof, including a reasonably detailed statement of the nature of such alleged breach,to the other party. The party considered to be in breach of this Agreement will have thirty(30)days after notice is received to cure such breach,or, If the breach cannot reasonably be cured within thirty(30)days,the party shall provide a written estimate of the time needed to cure such breach, shall commence to cure such breach within ten(10)days of notice from the aggrieved party and shall diligently continue to prosecute such cure to completion. If the party considered to be in breach fails to cure, commence to cure in timely manner,or diligently prosecute such cure to completion, the aggrieved party, at its option, shalt be entitled to terminate this Agreement or suspend its performance under the Agreement for as long as the breach remains uncorrected, and avail itself of any and all remedies available under this Agreement, at law or in equity. 4.3. In the event either party becomes insolvent or voluntarily or involuntarily bankrupt or a receiver, assignee or other liquidating officer is appointed for all or substantially all of the business of either party, or if either party makes an assignment for the benefit of creditors, then the other party, at its option may immediately terminate this Agreement by notice to the offending party to that effect. In no event - shalt this Agreement be assigned or assignable by operation of law or by voluntary or involuntary bankruptcy proceedings or otherwise, and any such assignment or attempted assignment shalt be void and in no event shall this Agreement or any rights or privileges hereunder be an asset of either party under any bankruptcy, insolvency or reorganization proceedings. 4.4. Subject to the conditions of Article 4.2, if this Agreement is suspended or terminated by the LIBRARY, whether for cause or convenience, then, effective upon the date of suspension or termination, the LIBRARY shall be relieved of further payment obligations, and shall be liable for payment only for those Hosted Services satisfactorily received prior to the date of suspension or termination. If this Agreement is terminated, any pre-paid Software Maintenance and Hosted Services fees shall be refunded to the LIBRARY to the date of termination on a pro-rated basis. If this Agreement is mutually reinstated, then the LIBRARY shall reassume its payment obligations. 5. Return or Destruction of Licensed Software If this Agreement is terminated,whether for cause or convenience,and the right to continued use of the Polaris ILS Software and Software Materials under the conditions set forth herein is withdrawn, then all Polaris ILS Software and Software Materials must be returned to Polaris, or if so requested in writing by Polaris, destroyed. Within one (1) month after the date of cessation or termination of any license granted hereunder, the LIBRARY will furnish to Polaris if requested, a certification that through the LIBRARY's best efforts and to the best of the LIBRARYs knowledge, the original and all copies of the 6/2/09 Palm Springs Public Library Hosted Services Contract Page 3 of 18 PO ARTS ... .1.1,� '1L II Potarls ILS Software Materials received from Polaris or made in connection with such license have been returned or destroyed. This requirement will apply to all copies in any form, including translations, whether partial or complete, and whether or not modified or merged into other software materials as authorized herein. 6. Payment 6.1. Costs for the initial term of this Agreement are enumerated in Schedule D herein. Unless specified elsewhere in this Agreement, unit costs for Polaris Software and Services will be held at the quoted rate(s) for 1 year from the execution of this Agreement. Costs for additional Third Party software, hardware and services are subject to change and will be quoted at the then current rate. 6.2. Payment for deliverables shall be made on the Operational Date.Subsequent payments will be made on the annual anniversary of the Operational Date. 6.3.Payment in full on all invoices is due according to the terms of this contract or within 30 days of the invoice date,whichever date is later. Within twenty(20)days of receipt of the invoice,the LIBRARYmay serve Polaris with written notice disputing any charge. If the dispute is not resolved within twenty-five (25)days of receipt of said written notice, then either party may file for arbitration. 6.4. In the event that payment Is not made in full according to the specified terms, a service charge will be added to the undisputed balance after deducting all payments and credits. For any payment considered past due and undisputed by the LIBRARY,the LIBRARY agrees to pay interest at 1%per month(effective annual rate of 12%)on the unpaid balance or the highest rate permitted by law, whichever is less. 6.5. If failure to pay according to the terms of this Agreement causes this account to be assigned for collection, or causes legal action to be taken, the LIBRARY agrees to pay all costs of collection incurred by Polaris, including court costs and reasonable attorney fees, if the LIBRARY is found to be at fault. 6.6. In the event the Operational Date is other than the first day of the month, the Hosted Services fee will be prorated accordingly. Any third party subscription service fee witl be subject to review,and possible change,on an annual basis commencing one (1)year from the Operational Date. The Software Maintenance and Hosted Services fee Is subject to change annually, such change commencing one (1)year from the Operational Date and effective upon one hundred and twenty (120) days written notice to the LIBRARY, Fallowing the initial term of this Agreement,and upon receipt of notification of any such change in the Software Maintenance and Hosted Services fee, the LIBRARY may, with ninety (90) days prior written notice, terminate this Agreement upon the effective date of such increase. Otherwise the new fee will become effective upon the date specified in the notice. 6.7. Polaris reserves the right to offer new goods and/or services at any time during the initial or extended term of this Agreement. Where such goods and/or services involve a one-time and/or an ongoing fee, Polaris shall provide the LIBRARY with ninety (90) days written notice of any such offer. 7. Licenses 7.1 Polaris hereby grants to the LIBRARY a non-exclusive, royalty free license during the term of this Agreement to use the Polaris ILS Software,the Polaris ILS Software Materials,and any ancillary software, solely in conjunction with the Hosted Services as defined In this Agreement. It is declared that the LIBRARY shall have no right to use the same for any other purpose or at any other time. 7.2. No title to or ownership of the Polaris ILS Software or Polaris ILS Software Materials is transferred to the LIBRARY, and they remain the proprietary property of Polaris- 7.3. All licensed Polaris ILS Software and Polaris ILS Software Materials contain Polaris proprietary l�s 6/2/09 Palm Springs Public Library Hosted Services Contract Page 4 of 18 POLARIS information, use of which is limited by the licenses granted in this Agreement. The LIBRARY shall not allow the Polaris ILS Software or any portion thereof,to be reverse compiled,disassembled, or in anyway altered. The LIBRARY shall not modify any licensed Polaris ILS Software in machine-readable form nor merge such Polaris ILS Software with other software programs_The LIBRARY will not disclose or otherwise make available,except as required bylaw,any licensed Polaris ILS Software Materials in any form to any third party except to the LIBRARY's employees, or to agents directly concerned with licensed use of said materials.The LIBRARY may customize Software Materials and on-line help files,but Polaris disclaims any responsibility for their maintenance. 7.4 Polaris may terminate all proprietary licenses granted hereunder and require return of the Polaris ILS Software Materials upon written notice to the LIBRARY if the LIBRARY fails to comply with these terms and conditions. 8. The LIBRARY'S Responsibilities 8.1. The LIBRARY acknowledges the PC Workstation requirements set forth under Schedule F herein,and will assume responsibility for purchasing, installing, configuring and maintaining all other hardware components necessary, including but not limited to- hardware Firewall., antivirus software, LIBRARY-specific network components and connectivity, PC Workstations and maintenance, Scanners and maintenance, Printers and maintenance, Uninterruptible Power Supplies, cables, The LiBRARY will also assume responsibility for determining, in consultation with Polaris,the viability of existing LIBRARY Equipment in conjunction with the System. B.Z, The LIBRARY shall designate no more than two(2)key personnel to act as Polaris'sole point(s)of contact with the LIBRARY following execution of this Agreement. 8.3. The LIBRARY is responsible for providing and maintaining an Internet connection with sufficient bandwidth for reliable operation and support. If required, the LIBRARYwitt provide Polaris with reliable and immediate remote access via the Internet to any LIBRARY Equipment that directly or indirectly affects the ability of the LIBRARY to access and use the Polaris ILS Software. This access must be sufficient, in Polaris' sole opinion, to satisfy any on-going warranties set forth under this Agreement. Failure by the LIBRARY to provide minimal access via the Internet may result in unresolved performance issues and may void Polaris' obligations with respect to on-going warranties. 8.4. The LIBRARY wilt accept responsibility for the export of all data files it wishes to migrate to the Polaris Integrated Library System. These files will be provided to Polaris in a format in accordance with the content and format specified in the Polaris Data Migration Guide.This document will be provided at the beginning of your implementation, but may also be requested at any time. Deviation from the specified format may result in additional migration fees. Data will be provided to Polaris through ftp(file transfer protocol)or through a mutually agreed upon tape and tape backup format.The LIBRARY is responsible for arrangements that may need to be made with the vendor of the system from which data is extracted for the data extraction and any documentation that defines the content of the fields in the exported files. The LIBRARY assumes responsibility for any fees that may be incurred from services provided by the vendor for the data export and transfer to Polaris if such services are necessary. The LIBRARY assumes the responsibility of conducting communication between Polaris and other vendors, as necessary, to assure that all conditions for proper file export and transfer are met. M. The LIBRARY will accept responsibility for the data concerning the LIBRARY's system profile and system parameters that it has provided to Polaris based on guidelines for the profile and parameters set by 7 612/09 Palm Springs Public Library Hosted Services Contract Page 5 of 18 POLARIS Polaris.Polaris agrees to provide prompt written notice of any material discrepancy of which it becomes aware between data provided by the LIBRARY and data required for effective functioning of the Polaris Software. Polaris disclaims all responsibility for the use or function of the Polaris Software, or for the results obtained therefrom. 8.6. Pursuant to Article 8.1, the LIBRARY will accept responsibility for the installation, performance and maintenance of all third party hardware/software components on the Polaris ILS that are not supplied by Polaris under this Agreement.Polaris may provide consultation Services or diagnostic support relating to the LIBRARY's use of such third party hardware and software, and shall reserve the right to charge,at the rate of$200 per hour with a minimum $400 charge. 9. Site Preparation It is understood and agreed that the Hosted Service fee does not include any costs with regard to the preparation of the LIBRARY site or the installation of LIBRARY Equipment.The LIBRARY shall, at its own expense, prepare the site to house the LIBRARY Equipment, shall provide suitable electric service for operation of said LIBRARY Equipment. 10. Privacy of Data Polaris agrees not to use patron details such as names, addresses, etc., for any purpose other than providing requested service to the LIBRARY and agrees not to transmit LIBRARY data to any third party, except as requested by the LIBRARY. 11. Protection and Security 11.1.The LIBRARY will take appropriate action, by instruction, Agreement or otherwise, with any persons permitted access to licensed Polaris ILS Software and Polaris ILS Software Materials so as to enable the LIBRARY to satisfy its obligations under Article 7 herein. 11.2.A11 licensed Polaris ILS Software Materials contain Polaris proprietary information,use of which is limited by the licenses granted in this Agreement. The LIBRARY will not disclose or otherwise make available, except as required by law, any licensed Polaris iLS Software Materials in any form to any third party except to the LIBRARY's employees, or to agents directly concerned with licensed use of the program. Subject to the limitations of this article, the LIBRARY may make additional copies of the Polaris ILS Software Materials, 12. Warranty 12.1.Polaris warrants that the Polaris ILS Software will perform substantially in accordance with the Polaris ILS Software Materials in effect on the Operational Date.Polaris agrees to make reasonable efforts to correct all reproducible material errors in the Polaris ILS Software and discrepancies between the Polaris ILS Software Materials and the actual Polaris ILS Software performance. Polaris does not warrant that the operation of the Polaris ILS Software and its availability to the LIBRARY via the Internet, will be uninterrupted or error-free or that all program defects will be corrected. In addition,due to the continual development of new techniques for intruding upon and attacking networks, Polaris does not warrant that the Polaris IL5 Software or any equipment, system or network on which the Polaris ILS Software is used will be free of vulnerability to intrusion or attack_ THE FOREGOING WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND/OR ANY OTHER TYPE WHETHER EXPRESSED OR IMPLIED, WRITTEN OR ORAL. 12.2.Polaris disclaims any responsibility for correcting any Inability by the LIBRARY to connect to the Polaris ILS Software as a result of the failure or mis-configuration of the LIBRARY Equipment. Polaris may provide consultation services or assistance relating to the failure or mis-configuration of LIBRARY Equipment, and reserves the right to charge for said services or assistance at the rate of$200 per hour with a minimum $400 charge. g 6/2/09 Palm Springs Public library Hosted Services Contract Page 6 of 18 POLARIS 13. Support Services 13.1.5upport Services constitute Software Maintenance and Hosted Services - as defined under Schedule B herein, 13.2.15olaris ILS Software updates will be made available periodically. Polaris shall have full discretion as to the timing and content of Polaris ILS Software updates during the term of this Agreement, Failure to release Polaris ILS Software updates during any specific term does not constitute default on the part of Polaris because of the continuation of the provision of Software Maintenance and Hosted Services.Given the complexity of the library automation environment, including such factors as evolving standards, developmental tools,and market demands, Polaris reserves the right to modify its development plan for future releases for the best interests of its current customers, its organization (from a support perspective) and future marketability. 13.3.Each type of program service and maintenance specified will be available unless discontinued by Polaris upon one hundred and eighty(180) days written notice. 13.4,Polaris reserves the right to charge at $200 per hour with a minimum S400 charge for any additional effort that results from providing services for a licensed program altered by the LIBRARY,or for support made necessary by the failure of the LIBRARY to maintain system and network security in accordance with industry best practices. 14. Patent and Copyright 14.1.Polaris will defend the LIBRARY against any claim that licensed Polaris ILS Software and/or Polaris ILS Software Materials furnished and used within the scope of the license granted herein infringe a U.S. patent or copyright and Polaris will pay resulting costs, damages and attorney fees finally awarded, provided that: (a)the LIBRARY promptly notifies Polaris in writing of the claim, and (b)Polaris has sole control of the defense and all related settlement negotiations. 14.2.If such claim has occurred, or in Polaris'opinion is likely to occur, the LIBRARY agrees to permit Polaris at its option at no additional expense to the LIBRARY either to procure for the LIBRARY the right to continue using the licensed Polaris ILS Software and/or Polaris ILS Software Materials,or to replace or modify the same so that they become non-infringing. If neither of the foregoing alternatives is reasonably available, the LIBRARY agrees on one (1) month's written notice from Polaris to return or destroy all copies of the licensed Polaris ILS Software Materials received from Polaris and all copies thereof, and to receive a refund for any monies paid for the lease of said Polaris ILS Software licenses. 14.3.Polaris shall have no obligation to defend the LIBRARY or to pay costs,damages,or attomeys fees for any claim based upon the LIBRARY's use of licensed Polaris ILS Software that has been altered by the LIBRARY without Polaris' express permission and in direct breach of Article 7.3. herein. 14,4,The foregoing states the entire obligation of Polaris with respect to infringement of patents or copyrights, 15, Limitation of Remedies 15.1.For any claim concerning performance or nonperformance by Polaris pursuant to or in anyway related to the subject matter of this Agreement and any supplement hereto, the LIBRARY shall be entitled to recover actual damages to the limits set forth in this section. No action, regardless of form,arising out of this Agreement, may be brought by either party more than two (2)years after the cause of action has arisen. 15.2.Polaris' maximum aggregate liability, whether for breach of contract, breach of warranty or in tort, including negligence, will be limited to a maximum of all monies paid in the year in which the action was brought. 6/2/09 Palm Springs Public Library Hosted Services Contract Page 7 of 18 POLARIS 153.This limitation of liability will not apply to Articles 14 and 25 herein, or to claims for personal injury to the extent caused in whole or in part by Polaris'negligence. 15.4.IH NO EVENT WILL Polaris BE LIABLE FOR ANY DAMAGES ARISING FROM THE USE, OPERATION, OR MODIFICATION OF THE SYSTEM BY THE LIBRARY, OR FOR ANY LOST PROFITS OR OTHER CONSEQUENTIAL, SPECIAL, OR INDIRECT DAMAGES, EVEN IF Polaris HAS BEEN ADVISED, KNEW OR SHOULD HAVE KNOWN, OF THE POSSIBILITY OF SUCH DAMAGES, 16, Waiver of rights The waiver or failure of either party to exercise in any respect any right provided for herein shall not be deemed a waiver of any further right hereunder. 17. Severability If any provision of this Agreement is invalid,illegal or unenforceable under any applicable statue or rule of law, It is to that extent to be deemed omitted, and the remaining provisions shall not be affected in any way, ill. Headings The headings of the various Paragraphs and Subparagraphs herein are for convenience only and shall not control or affect the meaning or construction of any provisions of this Agreement. 19. Governing Law This Agreement shall be subject to all applicable laws of the Federal Government of the United States of America and to the laws of the State of California. The applicable law for any legal disputes arising out of this Agreement shalt be the law of the State of California.The prevailing party in any action brought under this Agreement shall be entitled to reasonable attorney fees and costs as awarded by the court including any action at the appellate level. 20, SavingC lause Typographical errors are subject to correction. 21, Assignments Both parties agree that no sublicensing, or assignment of their rights or interest, nor delegation of their duties under this Agreement shall be made or become effective without the prior written consent of the other party. Any attempted sublicensing,assignment or delegation without prior written consent shall be wholly void and ineffective for all purposes. 22, Taxes not included The charges shown on this Agreement do not reflect applicable state and local taxes that may be added to the amounts shown at the time of invoicing. 23. Whale Agreement This Agreement constitutes the entire Agreement between the parties and supersedes all proposals, presentations,representations,and communications,whether oral or in writing,between the parties on this subject. Neither party shall be bound by any warranty, statement, or representation not contained herein. The signatories acknowledge reading, and agree to comply with, all terms and conditions. 24. Farce Maieure Any delay or nonperformance of any provision of this Agreement caused by conditions beyond the reasonable control of the performing party shall not constitute a breach of this Agreement,provided that the delayed party has taken reasonable measures to notify the other of the delay in writing.The delayed parry's time for performance shall be deemed to be extended for a period mutually agreeable to both parties.Conditions beyond a party's reasonable control include, but are not limited to,natural disasters, acts of government after the date of the Agreement, power failure, fire, flood, acts of Gad, labor 6/2/09 Palm Springs Public Library Hosted Services Contract Page 8 of 18 POLARIS i 1Y aT' •-n. disputes, riots, acts of war and epidemics. Failure of subcontractors and inability to obtain materials shall not be considered a condition beyond a party's reasonable control.This provision does not relieve the LIBRARY of its obligation to make payments then owing. 25. Indemnification Polaris agrees to indemnify, hold harmless and defend the LIBRARY and its agents, officials and employees from any liability, claim or injury, related to or caused by fault or negligence of Polaris employees or subcontractors. 26. Amendments Amendments and modifications to all, or any part, of this Agreement and to the appendices and referenced attachments, may be made, and shall be binding, only if in writing and signed by duly authorized representatives of both parties. 27. Proprietary Information The parties to this Agreement understand and agree that in the performance of work or services under this Agreement, or in contemplation thereof, either party may have access to private or confidential information which may be owned or controlled by the other party,and that such information may contain proprietary details,disclosures, or sensitive information which disclosure to,or use by,a third partywill be damaging or illegal.Both parties agree that all information,disclosed by one party to the other,which is in written form and which is marked confidential, shall be held in confidence and used only in performance of services under this Agreement. Bath parties shall exercise the same standard of care to protect such information as is used to protect their own proprietary data. 28. Ownership of Data Polaris acknowledges the LIBRARY's ownership of the various databases installed upon the System. Upon termination of this Agreement by either party,or upon conclusion of the Agreement term, Polaris agrees to assist the LIBRARY in extracting all LIBRARY-owned data from the System. Such assistance shall include personnel time and Polaris' best efforts, provision of documentation regarding the format and contents of the extracted data,verification that extracted data is complete and in a form suitable for use by the LIBRARY, and other assistance necessary for the extraction of data. Such assistance shall be provided by Polaris at no charge to the LIBRARY if termination of this Agreement by the LIBRARY comes as a direct result of a breach, by Polaris, of any of the terms and conditions set forth herein; in all other circumstances concerning termination, Polaris shall be entitled to charge the LIBRARY at its then current rates for data extraction services, including any actual expenses for travel to LIBRARY. The data shall include all contents of all files created, maintained, and owned by the LIBRARY, including all bibliographic data, holdings data, patron data, in-process transaction data associated with circulation control, cataloging, acquisitions, serials control, and any other activity or subsystem in use by the LIBRARY. Wherever standards such as MARC exist for the format of that data, Polaris will furnish such data in the standard format. Appropriate documentation shall be provided. These Services will not be delayed or withheld by Polaris in the event of any legal proceeding initiated by either party. 612109 Palm Springs Public Library Hosted Services Contract Page 9 of 18 POLARES IN WITNESS WHEREOF the parties have duly executed and delivered this Agreement,which shall inure to the benefit of and be binding upon the successors of the respective parties, as of the last date indicated below. ACCEPrrED_MR THE LIB y ACCEPTED FOR POLARIS LIBRARY SYSTEMS Title: BJ1rPnAC r•r. /•_l,hPn tr 'fl/i r� Title: President, Polaris Library5ystems Date: j7 t 1 c' Date: 7r-G�_ Contents Approved: APPROWUD3*S TO FORM FOR POLARIS LIBRARY SYSTEMS ��- 5 - y City Manager By: `�:_� � Date: ���� Title: Manag r, Contracts and Proposals Date: \U� Attest: Approved by City Council C5of Palm Springs, CA Date: Agreement No. City Clerk Date: �4 p .D APPROVED BY CITY COUNCIL Approv d to ro By. / Y City At$o n Da i 612/09 Palm Springs Public Library Hosted Services Contract Page 10 of 18 POLARIS . ., I - I ., Schedule A Library Statistics 1. Estimated Number of Patrons 19,850 2, Estimated Number of Items 149,100 3. Estimated Number of Titles 131,800 4. Estimated Number of Authority Records 136,550 5. Items Issued Annually 413,712 6 Staff Client Licenses 18 7. Name and address of main LIBRARY location-, Palm Springs Public Library 300 South Sunrise Way Palm Springs, CA 92262 8. Other locations: N/A 3 612/09 Palm Springs Public Library Hosted Services Contract Page 11 of 18 POLARIS Schedule B Hosted Services ........ 1�11112 1! 01............... 14TJ .. u 4 days on-site training: Patron Services, Cataloging, PAC Training 3 days on-site training on Acquisitions and Serials I day on-site for"go-Live" assistance % day web based system administration overview training • 'A day follow-up web training ■ Yz day web training on Authority records in Polaris ■ project management, profiting assistance, and scheduling Implementation Services x 2 day on-site implementation/consultation 0 enable pre-programmed theme selection OPAC Branding 0 resize existing library logo 0 assist LIBRARY with yAtern administration setup of PAC MARC record cleanup by Backstage Database Services K Authority Control Processing by Backstage 0 Data cleanup by Polaris W Migration of bibliographic, ftern, patron and transaction records Software Polaris server software and staff licenses Polaris ILS Software Materials one (1) coglete set of Polaris ILS documentation 1 CD ................... 5... ................ g, wj Use of Hardware EL P Party Ongoing use of requisite hardware and 3rd party software Licenses Software Network Usage On-going use of proportional bandwidth to access Hosted Services • monitor Polaris ILS server jobs and batch procedures Hosted Technical Support 5 maintain the system server software configuration • Load server operating system patches • upgrade Polaris ILS servers to all new releases • toad operating system patches on servers • update and monitor server virus protection • maintain host-site Internet connectivity and capacity • ensure successful backups of the system • maintain server hardware and capacity • monitor system activity manage Polaris ILS configuration changes Hosted System perform Polaris ILS system administration tasks as required Administration update system policy tables on an as-needed basis (such as dates closed, Loan periods, patron and fine codes) Periodic Maintenance Polaris reserves the right to perform periodic maintenance on the hosted server(s). Such maintenance would occur between the hours of 5!00am - 7:00am on Thursdays, and may necessitate a service outage during part or all of this timeframe. Notification of any such outage will be provided to the LIBRARY in advance. 6/2/09 Palm Springs Public Library Hosted Services Contract Page 12 of 18 POLARIS Schedule B Hosted Services LIBRARY will be responsible for the following; • Reports a notices; • . Cost associated with optional Polaris upgrade training; • Lost of custom reports a SQL queries i ; 5 6/2/09 Palm Springs Public Library Hosted Services Contract Page 13 of 18 POLARIS Schedule C Polaris ILS Software • Polaris ILS Database (full and documented schema available via Extranet) 239.50 Server • SMTP For email notification (Library may also use other email server) • Remote Patron Authentication via SIP2 service Find Toot (Over 600 search points available) • Cataloging with authority control • MARC validation program • Bibliographic and authority records importing interfaces • Fully integrated WYSIWYG Label Printing (see/edit before you print) • Circulation • Offune circulation, inventory and Bookmobile (one offline client per location at no additional cost) Group holds • OCLC Inter Library Loan Interface • Record set (bulk change operations for patron, item, authority and bibliographic records) • 239.50 client System Administration (familiar Directory / Tree structure with point-and-click options) • Integrated desktop Reports and Notices (with export to Excel, Word, PDF, HTML, YML and other formats) • Extensive online help • Polaris ILS PowerPAC supports Internet Explorer 6.0 +, Netscape Navigator 7.0+, Mozilla Firefox, Opera &02+, Safari 1.2+ • Multiple database searching • Patron Authentication • My Account Options: Self-registration, search agent alerts, pre-notification of overdoes, reading history, formatted title lists (MLA, Chicago Manual of Style, etc.) Customizable Dashboards (automated links to bestsellers, subject areas, etc.) • Acqui5itions • Serials • Children's interface to PAC • Spanish language interface to PAC • Self-Check interface • Inventory Manager • Serials Pattern Templates • ZMARC Authority Subscription • Enhanced Data Content for PAC Subscription Optional Software/Services: Product ".'.)POW Additional staff Client License $750+ maintenance Multilingual Interface to PAC - Spanish $100+ maintenance Multilingual Interface to PAC - Vietnamese, Korean or French $3,500 each +maintenance Course Reserves $1,500*maintenance Outreach Services S2,000+ maintenance Debt Collection interface $1,200 + maintenance Additional Manuals (one-time cost per set) 1 $250 612/09 Palm Springs Public Library Hosted services contract Page 14 of 18 POLARIS Schedule D Gost Summary Service Description Year One Costs Training (9 '/z days) $15,900 Implementation Services $5,600 Hosted Services $3,500 OPAC Branding $750 Database Services(inc, Backstage services) • Backstage Data cleanup $3,400 • Polaris data migration/load S7,500 • Backstage Authority Control Processing S7,100 • Polaris Project Management $2,500 • Polaris Data cleanup $2,000 SimplyReports x 2 $5,000 Enhanced Data Content for PAC Subscription $936 Children's interface to PAC N/C Self-Check interface to 3'" party units x 5 $2,500 Spanish language interface to PAC $1,000 Polaris Inventory Manager x 1 $2,000 7MARC Authority Subscription x 1 $1,275 Serials Pattern Templates $750 Polaris Server Software $30,000 Polaris Staff Licenses x 18 $13,500 Sub-Total $.4 04,711 Less Discount ($15,706) Total Year One $89,005 Due on Operational Date Annual Costs Service Desch tion Year Two Costs Software Maintenance & Hosted Services $15,260 Enhanced Data Content for PAC $964 7MARC Authority Subscription $1,338 Total Year Two $17,562 Due one (1) year frorri Operational Date Service Description Year Three Costs Software Maintenance Et Hosted Services $16,023 Enhanced Data Content for PAC $993 7MARC Authority Subscription $1,405 Total Year Three $18,421 L7 6/2109 Palm Springs Public Library Hosted Services Contract Page 15 of 18 POLARIS 5ChedUle D Cost Summary - cnnt9nu�d Service Descriptlon Year Four Costs Software Maintenance & Hosted Services $16,824 Enhanced Data Content for PAC $1,023 ZMARC Authority Subscription $1,475 Total Year Four $19,322 Service Description Year Five Costs Software Maintenance Et Hosted Services $17,665 Enhanced Data Content for PAC $1,054 ZMARC Authority Subscription $1,549 Total Year Five $20,268 6/2/09 palm Springs Public Library Hosted Services Contract Page 16 of 18 n0T ARTS 5 . Schedule E Enhanced Data Content for PAC Subscription Service to Syndetic Solutions Polaris is a reseller for Syndetic Solutions, which offers enriched content for display in the PAC, including tables of contents, first chapters, full color cover images, reviews, etc. Pricing for Syndetic Solutions is an annual subscription, based on annual circulation statistics. Price increases may occur on an annual basis, at the time of subscription renewal.The Library's reported annual circulation is 413,712. Based on this figure, the first-year annual subscription will be as follows (the Library may de-select elements as required to the minimum annual fee of$550): Component Annual Cost Table of Contents $290 Fiction Profile Not Selected Find Similar Titles (must also buy Fiction Not Selected Profile) Series Information Not Selected Awards Summaries $290 Cover Images $356 First Chapters/Excerpts Not Selected Author Notes Not Selected PW Review (includes Criticas Review) Not Selected LJ Review Not Selected SU Review Not Selected Choice Review Not Selected Booklist Review Not Selected Horn Book Review Not Selected Kirkus Review Not Selected Spanish Not Selected German Not Selected Video a Music 1 Not Selected Total Annual Subscription Fee $936 i' 6/2/09 Palm Springs Public Library Hosted Services Contract Page 17 of 18 PoLAxzs 7PC:W:orkstati6n Requirements Technical Service/Staff Access Workstations and Patron Access Workstations- Operating System Windows XP Professional /Vista Business - 32-bit (projected for mld-2008 is an upgrade to 64-bit capability) System Processor 1 GHz or better System Memory 1 GB or better Hard Disk Requirements 10 GB Video Requirements SVGA Graphics Controller/4 MB Video Memory or better Other 100 MB NIC Card Monitor 17" (1024 x 768) Terminal Services The minimum requirement for Remote Desktop Connection(RDC)for Terminal services(by Microsoft)is a client computer or thin client which has the Remote Desktop Connection Client installed. The Remote Desktop Connection Client can be run on client computers running Microsoft Windows 95, Microsoft Windows 98, Microsoft Windows Millennium Edition, Windows NT 4.0, Microsoft Windows 2000 Professional, Microsoft Windows XP Professional, or Microsoft Windows VISTA. The Remote Desktop Connection Client can also be run on thin clients running Microsoft Windows CE,or Microsoft Windows XPe.A Remote Desktop Connection Client for Mac OS X is also available from Microsoft. Remote Desktop Connection has very low physical RAM requirements and generally works on any device that meets the minimum requirements for the operating system on which it runs well. Recommendations' • Remote Desktop Connection Client on a client computer running Microsoft Windows XP Professional,or Microsoft Windows VISTA, • Remote Desktop Connection Client on a thin client running Microsoft Windows CE,orhlicrosoft windows XPe. • A reliable network connection with low network latency<100ms between the client and terminal server n rry is 6/2/09 Palm Springs Public Library Hosted Services Contract Page 18 of 18 Kathie Hart From: Tabitha Richards Sent: Monday,July 29, 2013 7:20 AM To: Kathie Hart Cc: Jay Thompson; Dave Barakian;Savat Khamphou; Carrie Rovney Subject: RE:A5859-1 MSW(Oversight and technical assistance of the PSDS franchise agreement) You can close that agreement. l✓�i Tabitha Richards ` \?Dr� 760-323-8253 ext 8750 From: Kathie Hart Sent: Saturday, July 27, 2013 5:18 PM To: Dave Barakian; Savat Khamphou; Carrie Rovney; Tabitha Richards Cc: Jay Thompson Subject: A5859-1 MSW (Oversight and technical assistance of the PSDS franchise agreement) Now that we have a new franchise agreement has this agreement been closed? Please advise. Thx! Kathie Hari, CMC Chief Deputy City Clerk City of Palm Springs 21�(760)323-8206 3200 E. Tohquitz Canyon Way A (760)322-8332 Palm Springs, CA 92262 ®Kathie.Hort@Palm5,arin sC�A.00v Please note that City Hall is open 8 a.m. to 6 p.m. Monday through Thursday, and dosed on Fridays at this time. 1 AMENDMENT NO. 6 TO PROFESSIONAL SERVICES AGREEMENT NO. 5859 WITH MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows.- SECTION 4.4"Term"-is hereby modified to read: Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on December 31, 2012, unless extended by mutual written agreement of the parties. Exhibit "A" "Scope of Services - (2'd Paragraph) is hereby modified to read: The term of this agreement will be 182 weeks commencing on June 29, 2009 through December 31,2012. ..j Original: City Manager Approval: June 29, 2009 Contract Amount $ 22,320 Expired August 31,_2009 I Purchase Order Number(s): .10-0279 Agreement Number: 5859 i Amendment#1: City Engineer Approval: September 10, 2009 ! Amount $(0)zero dollars Expired October 26, 2009 Amendment#2: City Engineer Approval: December 1, 2009 Amount of This Amendment $(0)zero dollars Expired December 31, 2009 i Amendment#3: Council Approval January 6, 2010 Amount of this Amendment $30,000 r To Expire December 31, 2010 Amended Contract Total: $52,320 Account Number(s): 138-1270-43200 1 s 1 ORIGINAL BID /OR.AGREEMENT ........................................................ ................................................................................................................................................... . ._.................. ......................................... . ..... MSW Consultants Amendment No.6 Page 2 of 3 l Amendment#4: Council Approval: March 16, 2011 Amount of this Amendment $13,950 To Expire December 31, 2011 Amended contract total $66,270 Account Number 138-1270-43200 Amendment#5: Council Approval: June 1,2011 Amount $38,285 - To Expire December 31, 2011 Amended contract total $104,555 .i Account Number 138-1270-43200 Amendment#6: f . City Engineer Approval: December 7, 2011 Amount $(0)zero dollars { To Expire December 31, 2012 i j i SIGNATURES ON NEXT PAGE t i i i I , i ; I �j i MSW Consultants i Amendment No.6 Page 3 of 3 I f IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates stated below. UCitY3 CITY OF PALM SPRINGS I Date B David J.Baraiaan,Director of Public Works/City Engineer I ATTEST: Date \a•Gj��1 . City Clerk "FIRM" 3 MSW Consultants 27393 Ynez Road,Suite 259 Temecula, CA 9 591 Date: ' B David L.Davis,CMA Principal i , I 1 APPROVED BY DEPARMENT HEAD } I - i I I . I I I II i! 1 f � • AMENDMENT NO. 5 TO PROFESSIONAL SERVICES AGREEMENT NO. 5859 WITH MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows: Exhibit"A""Scope of Services"- is hereby modified to add: Finalize Once Weekly Reports and Present Findings: 1.1 Reviewldiscuss written comments; meet with PSDS and with City staff 1.2 Prepare written response to PSDS comments. 1.3 Update draft reports and review with City staff. 1.4 Make addition revisions as needed. 1.5 Meet with City staff and PSDS to review final reports. Assist in Negotiations of New Franchise Agreement: 2.1 Prepare draft of new franchise agreement based on current agreement and term sheet. 2.2 Meet with City staff to develop negotiation strategy 2.3 Develop new(simpler)rate structure; build rate model to emulate city and PSDS revenues. 2.4 Prepare negotiation materials; meet with City staff and PSDS to discuss new franchise agreement. 2.5 Revise new franchise agreement based on discussions with PSDS. Original: City Manager Approval: June 29, 2009 Contract Amount $ 22,320 Expired August 31, 2009 Purchase Order Number(s): 10-0279 Agreement Number 5859 Amendment#1: City Engineer Approval: September 10, 2009 Amount $(0)zero dollars Expired October 26, 2009 OFC6CaEi`AL ;B' AND/OR t GREEMEN7 3 MSW Consultants Amendment No. 5 Page 2 of 3 Amendment#2: City Engineer Approval: December 1, 2009 Amount of This Amendment $ (0)zero dollars Expired December 31, 2009 Amendment#3: Council Approval January 6, 2010 Amount of this Amendment $30,000 To Expire December 31, 2010 Amended Contract Total: $52,320 Account Number(s): 138-1270-43200 Amendment#4: Council Approval March 16, 2011 Amount of this Amendment $13,950 To Expire December 31, 2011 Amended contract total $66,270 Account Number 138-1270-43200 Amendment#5: Council Approval June 1, 2011 Amount $38,285 To Expire December 31, 2011 Amended contract total $104,555 Account Number 138-1270-43200 SIGNATURES ON NEXT PAGE 4 MSW Consultants Amendment No. 5 Page 3 of 3 IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates stated below. .city, CITY OF PALM SPRINGS Date b �,a \\ By: David H.Ready, 89er ATTEST: Date •b• \ B City clerk FIRM" MSW Consultants 27393 Ynez Road, Suite 259 Temecula, CA9 59���"'-' Date: J�L-C' 2, Z D 11 By David L. Davis, CMA Principal APPROVED BY CITY COUNCIL dmLhd� b •111 �0 'i'mOVED AS 10 FORM Jt City Attorney e� ff Without Expre Written Authorization Of The City Manager. 5 AMENDMENT NO. 4 TO PROFESSIONAL SERVICES AGREEMENT NO. 5859 WITH MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows: SECTION 4.4 "Term" - is hereby modified to read: Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on December 31, 2011, unless extended by mutual written agreement of the parties. Exhibit "A" "Scope of Services" - (2nd Paragraph) is hereby modified to read: The term of this agreement will be 130 weeks commencing on June 29, 2009 through December 31, 2011. Perform Audit of AB 939 and Diversion Facility Fees for four fiscal years 2005-2008 1. Prepare for audit. Obtain info from City; notify PSDS of needed information. 2. Perform on-site review of tonnage records. 3. Review and analyze tonnage data; compile work papers; review findings with PSDS. 4. Prepare draft audit report. 5. Review draft audit report with City and PSDS and update as needed. 6. Meet with City staff to review audit findings. Provide Ongoing Contract Management Services: 1. Provide ongoing contract management. Rate shall remain at $155 per hour Original: City Manager Approval: June 29, 2009 Contract Amount $ 22,320 Expired August 31, 2009 Purchase Order Number(s): 10-0279 Agreement Number: 5859 Amendment#1: City Engineer Approval: September 10, 2009 Amount $ (0) zero dollars Expired October 26, 2009 ORIGIN WDIOR AGREEMENT MSW Consultants Amendment No.4 Page 2 of 3 Amendment#2: City Engineer Approval: December 1, 2009 Amount of This Amendment $ (0)zero dollars Expired December 31, 2009 Amendme Council Approval January 6, 2010 Amount of this Amendment. $30,000 To Expire December 31, 2010 Amended Contract Total: , $ 52,320 Account Number(s): 125-1270-43200 Amendmgnt#4: Council Approval March 16, 2011 Amount of this Amendment $13,950 To Expire December 31, 2011 Account Number 138-1270-43200 SIGNATURES ON NEXT PAGE i MSW Consultants Amendment No.4 Page 3 of 3 IN WITNESS WHEREOF,the parties have executed this Amendment as of the dates stated below. "City' CITY OF PALM SPRINGS Date B David H. Ready,City Manager ATTEST: Data o`T` o G, Z v B ; c_. City Clerk M° MSW Consultants 27393 Ynez Road,Suite 259 Temecula, 92591 Date: — l 7r 1 B David L.Davis,CMA Principal APP0VLD BY CITY COUNCIL �i•te-���-__- ao _ A�`b M r✓w UVEU AS 1-0 FORM goal CIS► A w AMENDMENT NO. 3 TO PROFESSIONAL SERVICES AGREEMENT NO. 5859`1 WITH MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows: SECTION 1.4 `Term" - is hereby modified to read: Unless earlier terminated in accordance with Section 9-5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on December 31, 2010, unless extended by mutual written agreement of the parties. Exhibit "A" "Scope of Services" - (2"d Paragraph) is hereby modified to read: The term of this agreement will be 78 weeks commencing on June 29, 2009 through December 31, 2010. Perform 2010 Performance and Financial Review: 1. Obtain and review financial statements and general ledger; vouch to cost proposal. 2. Review factors used to allocate cost between DVD and PSDS. 3. Review factors used to allocate cost among sectors(i.e., residential, commercial, etc). 4. Evaluate expenditures for appropriateness (e.g-, related party transactions, etc.). 5. Evaluate cost estimates for reasonableness (e.g., cost of automated carts, vehicles, etc.). 6. Determine current and projected residential revenue requirement- 7- Review and evaluate productivity for current and proposed once-weekly service. 8. Review profit issues (e.g., 8% margin, industry benchmarks, etc.)- 9. Develop current and projected revenue requirement for once-weekly service. 10. Review findings and adjustments to proposed costs with City staff and PSDS. 11. Compare new rates to rates in other Coachella Valley cities. 12. Prepare draft report background, objectives, findings and recommendations. 13- Review draft report with City staff and PSDS. 14, Finalize report based on feedback from City and PSDS. 15. Prepare power point and present findings and recommendations to City Council. 16. Attend meetings, resolve issues. Rate shall remain at$155 per hour Original: Assistant City Manager Approval: June 29, 2009 Contract Amount $ 22,320 Expired August 31, 2009 Purchase Order Number(s): 10-0279 Agreement Number: 5859 �r — �-Tr MSW Consultants Amendment No. 3 Page 2 of 3 Amendment 41: City Engineer Approval: September 10, 2009 Amount $ (0) zero dollars Expired October 26, 2009 Amendment#2: City Engineer Approval: December 1, 2009 Amount of This Amendment $ (0) zero dollars Expired December 31, 2009 Amended Contract Total: $ 22,320 (No Contract Amount Change) Account Number(s): 125-1280-43200 125-1280-43220 Amendment#3: Council Approval January 6, 2010 Amount of this Amendment $30,000 Amended Contract Total: $52,320 To Expire December 31,2010 Account Number 138-1270-43200 SIGNATURES ON NEXT PAGE MSW Consultants Amendment No. 3 Page 3 of 3 IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates stated below. "City" CITY OF PALM SPRINGS Date By: David H. Ready, a er ATTEST: VW iJ By: City Clerk "FIRM" MSW Consultants 27393 Ynez Road, Suite 259 Temecula, CA 9 591 _4 Date: d 2 -Z,1�>- C) By- David L. Davis, CMA Principal APPROVED BY CITY COUNCIL r AMENDMENT NO. 2 TO PROFESSIONAL SERVICES AGREEMENT NO. 5859`l WITH MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows: SECTION 1-4 "Term" - is hereby modified to read: Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on December 31, 2009, unless extended by mutual written agreement of the parties. Exhibit "A" "Scope of Services" - (2"1 Paragraph) is hereby modified to read: The term of this agreement will be 26 weeks commencing on June 29, 2009 through December 31, 2009. Any modification to the total amount of the contract that causes the total contract amount to exceed S25,000 will require City Council approval. The intent is to extend the agreement until December 31, 2009 and does not change the total contract amount. Original: Assistant City Manager Approval: June 29, 2009 Contract Amount $ 22,320 Expired August 31, 2009 Purchase Order Number(s): 10-0279 Agreement Number: 5859 Amendment#1: City Engineer Approval: September 10, 2009 Amount $ (0)zero dollars Expired October 26, 2009 Amendment#2: City Engineer Approval. December 1, 2009 Amount of This Amendment $ (0)zero dollars To Expire December 31, 2009 Amended Contract Total: $ 22,320 (No Contract Amount Change) Account Number(s): 125-1280-43200 125-1280-43220 SIGNATURES ON NEXT PAGE V.SW Consultants Amendment No. 2 Page 2 of 2 IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates stated below. "City" CITY OF PALM SPRINGS Date By: XL David J. Barakian, City Engineer ATTEST: City Clerk 7 p-r 9 g a0 r - RW MSW Consultants 27393 Ynez Road, Suite 259 -- Temecula, CA 9 59 Date: David L. Davis, CMA Principal Uy APPROVED By CITY MANAGER 1,•at� o� P�� .\ AMENDMENT NO. 1 TO CONTRACT SERVICES AGREEMENT NO. 5859 MSW CONSULTANTS FOR SOLID WASTE CONTRACT MANAGEMENT The following articles of Agreement No. 5859 are hereby amended as follows: SECTION 4.4 "Term" - is hereby modified to read: Unless earlier terminated in accordance with Section 9.5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on October 26, 2009, unless extended by mutual written agreement of the parties. Exhibit "A" "Scope of Services" -(2"d Paragraph) is hereby modified to read. The term of this agreement will be (17) weeks commencing on June 29, 2009 through October 26, 2009. Any modification to the total amount of the contract that causes the total contract amount to exceed $25,000. Will require City Council Approval. The intent is to extend the agreement until October 26, 2009, and does not change the total contract amount. Original: Assistant City Manager: June 29, 2009 Contract Amount $ 22,320 Expired August 31, 2009 Purchase Order Number(s): 10-0279 Agreement Number. 5859 Amendment#1: Amount $ 0 Extended to. October 26, 2009 Amended Contract Total: $ (No Amount Change) Account Number(s): 125-1280-43200 125-1280-43220 SIGNATURES ON NEXT PAGE MSW Consultants Amendment No. 1 Page 2 of 2 IN WITNESS WHEREOF, the parties have executed this Amendment as of the dates stated below. "City" CITY OF PALM SPRINGS cr /a Date G/ D Q� By: David J. Barakian, City Engineer ATTEST: eK /1z Zonr City Clerk" MSW Consultants 27393 Ynez Road, Suite 259 f Temecula, CA 92591 Date. Rl/D By: L-1— David L. Davis, CMA Principal PROFESSIONAL SERVICES AGREEMENT THIS AGREE ENT FOR PROFESSIONAL SERVICES ("Agreement") is made and entered into this-tday of ' �. by and between the City of Palm Springs, a California Charter City ("City"), and MSW Consul gn , a California Corporation, ("Corporation"). RECITALS A. City requires the services of a firm for professional contract administration oversight, and technical assistance related to the City's Franchise Agreement with Palm Springs Disposal Service. ('Project'). B. Firm has submitted to City a proposal to provide said professional services pursuant to the terms of this Agreement. C. Based on its experience and reputation, Firm is qualified to provide the necessary services for the Project and desires to provide such services. D. City desires to retain the services of Firm for the Project. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, City agrees to employ and does hereby employ Firm and Firm agrees to provide professional services as follows: AGREEMENT 1. PROFESSIONAL SERVICES 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Firm shall provide professional staff services as described in the Scope of Services attached to this Agreement as Exhibit "A." Firm warrants that all services 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 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 in accordance with all laws, ordinances, resolutions, statutes, rules, and regulations of City and any federal, state or local governmental agency of competent jurisdiction. 1.3 Licenses and Permits. Firm 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, Firm warrants that Firm 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 Firm is an essential condition of this Agreement. Firm shall prosecute regularly and diligently the work of this Agreement according to the agreed upon schedule set forth in Section 4.2. Firm 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 Firm. Delays shall not entitle Firm to any additional compensation regardless of the party responsible for the delay. 3. COMPENSATION OF FIRM 3A Compensation of Firm. For the services rendered pursuant to this Agreement, Firm shall be compensated and reimbursed, in accordance with the terms set forth in the Scope of Services, in an amount not to exceed $22,320. 3.2 Method of Payment. An invoice shall be submitted for services rendered to the Contract Officer. Payments shall be based on the rates as set forth in Exhibit "A" for authorized services performed. City shall pay Consultant for all expenses stated thereon, which are approved by City consistent with this Agreement, within thirty (30) days of receipt of Consultant's invoice. There shall be a maximum of one payment per month. 3.3 Changes. In the event any change or changes in the work is requested by City, the parties hereto shall execute an addendum to this Agreement, setting forth with particularity all terms of such addendum, including, but not limited to, any additional fees. Addenda 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 Firm's profession. 3.4 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the City Council of City for each fiscal year covered by the Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty to City. 4. PERFORMANCE SCHEDULE 4.1 Time of Essence. Time is of the essence in the performance of this Agreement. 4.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed within the time periods mutually agreed to by Lhe parties. 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 the Firm, including, but not restricted 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 the Firm 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. 4A Term. Unless earlier terminated in accordance with Section 8.5 of this Agreement, this Agreement shall continue in full force and effect for a period commencing on June 29, 2009 and ending on August 31, 2009, unless extended by mutual written agreement of the parties. 5. COORDINATION OF WORK 5.1 Representative of Firm. The following principal of the Firm is hereby designated as being the principal and representative of Firm authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: David L. Davis, CMA, Principal. It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principal is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Firm and devoting sufficient time to personally supervise the services hereunder. The foregoing principal may not be changed by Firm without the express written approval of City. 5.2 Contract Officer. The Contract Officer shall be David Barakian, Director of Public Works/City Engineer, or his designee. It shall be the Firm's responsibility to keep the Contract Officer fully informed of the progress of the performance of the services and Firm shall refer any decisions that must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. 5.3 Prohibition_Against_Subcontracting or Assignment. The experience, knowledge, capability, and reputation of Firm, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Firm shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of 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 City. 5.4 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode or means by which Firm, its agents or employees, perform the services required herein, except as otherwise set forth herein. Firm shall perform all services required herein as an independent Firm of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Firm shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. 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 City, its elected officials, officers, employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liability, actions, suits, proceedings, claims, demands, losses, costs, judgments, damages, expenses, including legal costs and attorneys' fees, and causes of action for injury to or death of person or persons, for damage to property, including property owned by City, for any violation of any federal, state, or local law or ordinance, and for errors and omissions committed by Consultant, Its officers, employees, representatives, and agents, arising out of or related to Consultant's performance under this Agreement. 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 City and shall be delivered to 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 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 City and copies thereof shall be promptly furnished to 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. 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 City shall be deemed to waive or render unnecessary 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. 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 City. 110. CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION 10.1 Non-Liability of City Officers and Employees. No officer or employee of City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by 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 11A 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: Public Works Director 3200 E. Tahquitz Canyon Way Palm Springs, CA 92263 To Firm: MSW Consultants Attention David L Davis, CMA, Principal 27393 Ynez Road, Suite 259 Temecula, CA 92591 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 Severabilitv. 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. "City" City OF PALM SPRINGS Date ,UhQ, (�f1 2I90� By: David H. Ready i Wa'eager APPROVED,•-/ TO FORM. ATTEST: _ City'A�forney City Clerk / "FIRM" MSW Consult ants By : Date: David L. Davis, CMA, Principal APPROVED BY CITY MANAGER nJ, �poo I c6 Not To E,,ceed $ � Q W tl'ra,, The Express Written AL'th0vization Cif The City it+iaRalgee. Exhibit "A" Scope of Services-MSW Consultants Provide contract administration, oversight and technical assistance related to the City's Franchise Agreement with Palm Springs Disposal Service "PSDS". Typical Scope of Services shall include: • Ongoing monthly contract management services • Annual billing accuracy and contract fee review services • Annual review of rate adjustment requested by PSDS • As-needed financial advisory and review services o Review PSDS's proposal, and meet to discuss it with City Staff. o Perform a financial review. o Based on the findings from financial review, make any appropriate adjustments to PSDS's reported costs and proposed rates. o Once the City and PSDS have agreed on new rates and terms, assist the City in preparing the necessary contract documents and, if needed, revisions to the City's municipal code. • Other solid waste-related services, as directed by City Staff. • Addressing specific complaints where customer claims issue can't be resolved with PSDS. The term of this agreement will be nine (9) weeks, commencing on June 29, 2009 thru August 31, 2009. Any extension of term will require Council approval. Services to be provided would consist, on average, of sixteen (16) hours per week, travel included, at David L Davis rate of $155 per hour which provides for a rate of $2,480 per week, for total contract amount not to exceed $22,320. All services are to be provided by David L. Davis, unless otherwise approved by City. On-site services will be provided on days of the week mutually agreed upon by Contract Officer and Consultant. EXHIBIT "B" 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 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 written notice to 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 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 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) combined single limit coverage per occurrence; 2. Automobile liability insurance with limits of at least five hundred thousand dollars ($500,000) per occurrence; 3. 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 ($1,000,000) per occurrence. For any claims related to this Agreement, Consultant's insurance coverage shall be primary insurance as respects City and its respective elected officials, officers, employees, agents, and volunteers. Any insurance or self-insurance maintained by 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 City, its elected officials, officers, employees, agents, and volunteers. B. 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 Vill, or better, unless otherwise acceptable to the City- C. Verification of Coverage. Consultant shall furnish City with both certificates of insurance and endorsements, including additional insured endorsements, affecting 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. 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. b 1 an Verification of Insurance Coverage may be provided y O 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 (see attached) 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 a specific contract" 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 a specific contract" 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. See example below. 4. Both the Workers' Compensation and Employers' Liability policies shall contain the insurer's waive of subrogation in favor of City, its elected officials, officers, employees, agents and volunteers. See example below. In addition to the endorsements listed above, the City of Palm Springs shall be named the certificate holder on the policy. All certificates and endorsements are to be received and approved by the City before work commences. Failure to obtain the required documents prior to the commencement of work shall not waive the contractor's obligation to provide them. D. Deductibles and Self-insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. 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. E. 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.