HomeMy WebLinkAbout4.7 Peelle Scanning Servicesor
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DATE:
TO:
FROM:
SUBJECT
STAFF REPORT
CITY COUNCIL
May 20, 2014
Honorable Mayor and City Councilmembers
CITY CLERK
File # 600 -30
Christopher L. Foss, City Manager �?14 "
Amendment to Agreement with Peelle Technologies for Imaging and Scanning
Services related to City Records
Prepared by Caroline P. Soto, City Clerk/Records Manager
EXECUTIVE SUMMARY:
The current agreement with Peelle Technologies for imaging and indexing services related to
City records expires on July 31, 2014. The proposed amendment to the agreement would
extend the agreement until July 31, 2016.
FINANCIAL IMPACT:
Funds appropriated for this project in Fiscal Years 2012 -13 and 2013 -14 will be carried over to
Fiscal Years 2014 -15 and 2015 -16.
RECOMMENDATION:
Staff recommends that the City Council adopt a Resolution Approving the Amendment to the
Agreement between the City of Dublin and Peelle Technologies.
F 7
Submitted By
City Clerk /Records Manager
DESCRIPTION:
\ Reviewed By
Assistant City Manager
The current Agreement with Peelle Technologies was approved by the City Council on
November 6, 2012, and will expire on July 31, 2014 (Attachment 1). The original agreement
called for the imaging and indexing of approximately 1.25 million pages of paper documents,
plans, and maps over a two -ear period. Due to the number of records needed to be scanned
and a necessary delay in destruction of paper documents, additional time is needed to complete
the scanning and indexing of City records.
If approved by the City Council, the proposed Amendment (Attachment 2) would be effective as
of August 1, 2014 and would extend the term of the Agreement through July 31, 2016. The
current scope of services and contract amount of $300,000 would not change.
Page 1 of 2 ITEM NO. 4.7
NOTICING REQUIREMENTS /PUBLIC OUTREACH:
I101 •[Tits
ATTACHMENTS: 1. Agreement with Peelle Technologies, dated November 6, 2012
2. Resolution Approving Amendment to Agreement with Peelle
Technologies for Imaging and Scanning Services related to City
Records (along with Exhibit A, Amendment to Agreement)
Page 2 of 2
CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF DUBLIN AND
PEELLE TECHNOLOGIES
THIS AGREEMENT for consulting services is made by and between the City of Dublin ( "City°) and
Peelle Technologies CConsultanin as of Nrpti y4yu- &, 2012, for imaging and indexing services related to
City Records.
Sgction 1. . SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant
shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and
place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms
of this Agreement and Exhibi A, the Agreement shall prevail.
1.1 .Term of Services. The term of this Agreement shall begin on the date first noted above
and shall end on July 31, 2014, the date of completion specified in Exhibit A, and
Consultant shall complete the work described in Exhibit A prior to that date, unless the
term of the Agreement is otherwise terminated or extended, as provided for in Section 8.
The time provided to Consultant to complete the services required by this Agreement shall
not affect the City's right to terminate the Agreement, as provided for in Section 8.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this
Agreement in the manner and according to the standards observed by a competent
practitioner of the profession in which Consultant is engaged in the geographical area in
which Consultant practices its profession. Consultant shall prepare all work products
required by this Agreement in a substantial, first-class manner and shall conform to the
standards of quality normally observed by a person practicing in Consultant's profession.
1.3 Assignment of Pairsonnell. Consultant shall assign only competent personnel to perform
services pursuant to this Agreement. In the event that City, in its sole discretion, at any
time during the term of this Agreement, desires the reassignment of any such persons,
Consultant shall, immediately upon receiving notice from City of such desire of City,
reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this
Agreement as may be reasonably necessary to meet the standard of performance
provided in Section 1.1 above and to satisfy Consultant's obligations hereunder.
Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $300,000,
notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be
performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this
Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the
Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the
time and in the manner set forth herein. The payments specified below shall be the only payments from
City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit ail invoices to
City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City
for duplicate services performed by more than one person.
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Consultant and City acknowledge and agree that compensation paid by City to Consultant under this
Agreement is based upon Consultant's estimated costs of providing the services required hereunder,
including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties
further agree that compensation hereunder is intended to include the costs of contributions to any pensions
andlor annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City
therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invol es. Consultant shall submit invoices based on the cost for services performed and
reimbursable costs incurred prior to the invoice date. Invoices shall contain the following
information:
■ Invoice number
■ The date of billing;
■ Detailed description of services, e.g., preparation, scanning, indexing, DVD
Pickup/Delivery separated by Department and Record Series.
■ Quantity of images, documents and indexes, Rate and Amount of service
separated by Department and Record Series.
■ Subtotal, Sales Tax, Total, Payments/Credits, Balance Due
2.2 Monthly Payment. City shall make payments based on invoices received, for services
satisfactorily performed, and for authorized reimbursable costs incurred following quality
checking by the City. City shall have 30 days from the receipt of an invoice that complies
with all of the requirements above to authorize the payment to the Consultant.
2.3 Final Payment. This is a "not to exceed" contract, and the City shall pay invoices on a
monthly basis.
2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to
this Agreement. City shall not pay any additional sum for any expense or cost whatsoever
incurred by Consultant in rendering services pursuant to this Agreement. City shall make
no payment for any extra, further, or additional service pursuant to this Agreement.
in no event shall Consultant submit any invoice for an amount in excess of the maximum
amount of compensation provided above either for a task or for the entire Agreement,
unless the Agreement is modified prior to the submission of such an invoice by a properly
executed change order or amendment.
2.5 dourly and Other Fees. Fees for work performed by Consultant on an hourly basis, or
any type of fee shall not exceed the amounts shown on the proposal from Consultant
submitted in response to the City's RFP.
2.6 Reimbursable Uroses. Reimbursable expenses are included in the total amount of
compensation provided under this Agreement that shall not be exceeded.
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2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes
incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant terminates this
Agreement pursuant to Section 8, the City shall compensate the Consultant for all
outstanding costs and reimbursable expenses incurred for work satisfactorily completed as
of the date of written notice of termination. Consultant shall maintain adequate logs and
timesheets in order to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Consultant is not authorized to perform any
services or incur any costs whatsoever under the terms of this Agreement until receipt of
authorization from the Contract Administrator.
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole
cost and expense, provide all facilities and equipment that may be necessary to perform the services
required by this Agreement. City shall make available to Consultant only the facilities and equipment listed
in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be
reasonably necessary for Consultant's use while consulting with City employees and reviewing records and
the information in possession of the City. The location, quantity, and lime of furnishing those facilities shall
be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve
incurring any direct expense, including but not limited to computer, long -distance telephone or other
communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement,
Consultant, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for
injuries to persons or damages to property that may arise from or in connection with the performance of the
work hereunder by the Consultant and its agents, representatives, employees, and subcontractors.
Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this
section and under forms of insurance satisfactory in all respects to the City. Consultant shall maintain the
insurance policies required by this section throughout the term of this Agreement. The cost of such
insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to
commence work on any subcontract until Consultant has obtained all insurance required herein for the
subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be
submitted and made part of this Agreement prior to execution.
4.1 Workers' Compensation. Consultant shall, at its sole cost and expense, maintain
Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any
and all persons employed directly or indirectly by Consultant. The Statutory Workers'
Compensation Insurance and Employer's Liability Insurance shall be provided with limits of
not less than ONE MILLION DOLLARS ($1,000,000.00) per accident. In the altemative,
Consultant may rely on a self- insurance program to meet those requirements, but only if
the program of self - insurance complies fully with the provisions of the California Labor
Code. Determination of whether a self- insurance program meets the standards of the
Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if
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insurance is provided, or the Consultant, if a program of self - insurance is provided, shall
waive all rights of subrogation against the City and its officers, officials, employees, and
volunteers for loss arising from work performed under this Agreement.
An endorsement shall state that coverage shall not be canceled except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given to the
City. Consultant shall notify City within 14 days of notification from Consultant's insurer if
such coverage is suspended, voided or reduced in coverage or in limits.
4.2 Commercial General and Automobile Liabilily Insurance.
4.2.1 General Mquirements. Consultant, at its own cost and expense, shall maintain
commercial general and automobile liability insurance for the term of this
Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00)
per occurrence, combined single limit coverage for risks associated with the work
contemplated by this Agreement. If a Commercial General Liability Insurance or an
Automobile Liability foram or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to the work to be
performed under this Agreement or the general aggregate limit shall be at least
twice the required occurrence limit. Such coverage shall include but shall not be
limited to, protection against claims arising from bodily and personal injury,
including death resulting therefrom, and damage to property resulting from
activities contemplated under this Agreement, including the use of owned and non -
owned automobiles.
4.2.2 Minimum scoR2 of covermg -e Commercial general coverage shall be at least as
broad as Insurance Services Office Commercial General Liability occurrence form
CG 0001 (ed.11/88) or Insurance Services Office form number GL 0002 (ed.1173)
covering comprehensive General Liability and Insurance Services Office form
number GL 0404 covering Broad Form Comprehensive General Liability.
Automobile coverage shall be at least as broad as Insurance Services Office
Automobile Liability form CA 0001 (ed.12190) Code 8 and 9 ( "any auto "). No
endorsement shall be attached limiting the coverage.
4.2.3 Additional require Each of the following shall be included in the
insurance coverage or added as an endorsement to the policy:
a. City and its officers, employees, agents, and volunteers shall be covered
as additional insureds with respect to each of the following: liability arising
out of activities performed by or on behalf of Consultant, including the
insured's general supervision of Consultant; products and completed
operations of Consultant; premises owned, occupied, or used by
Consultant; and automobiles owned, leased, or used by the Consultant.
The coverage shall contain no special limitations on the scope of
protection afforded to City or its officers, employees, agents, or
volunteers.
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b. The insurance shall cover on an occurrence or an accident basis, and not
on a claims -made basis.
C. An endorsement must state that coverage is primary insurance with
respect to the City and its officers, officials, employees and volunteers,
and that no insurance or self - insurance maintained by the City shall be
called upon to contribute to a loss under the coverage.
d. Any failure of CONSULTANT to comply with reporting provisions of the
policy shall not affect coverage provided to CITY and its officers,
employees, agents, and volunteers.
e. An endorsement shall state that coverage shall not be canceled except
after thirty (30) days' prior written notice by certified mail, return receipt
requested, has been given to the City. Consultant shall notify City within
14 days of notification from Consultant's insurer if such coverage is
suspended, voided or reduced in coverage or in limits.
4.3 Professlonal Liability Insurance. Consultant, at its own cost and expense, shall
maintain for the period covered by this Agreement professional liability insurance for
licensed professionals performing work pursuant to this Agreement in an amount not less
than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals' errors
and omissions.
4.3.1 Any deductible or self - insured retention shall not exceed $150,000 per claim.
4.3.2 An endorsement shall state that coverage shall not be suspended, voided,
canceled by either party, reduced in coverage or in limits, except after thirty (30)
days' prior written notice by certified mail, return receipt requested, has been given
to the City.
4.3.3 The policy must contain a cross liability or severability of interest clause.
4.3.4 The following provisions shall apply if the professional liability coverages are
written on a claims -made form:
a. The retroactive date of the policy must be shown and must be before the
date of the Agreement.
b. Insurance must be maintained and evidence of insurance must be
provided for at least five years after completion of the Agreement or the
work, so long as commercially available at reasonable rates.
c. If coverage is canceled or not renewed and it is not replaced with another
claims -made policy form with a retroactive date that precedes the date of
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this Agreement, Consultant must provide extended reporting coverage for
a minimum of five years after completion of the Agreement or the work.
The City shall have the right to exercise, at the Consultant's sole cost and
expense, any extended reporting provisions of the policy, if the Consultant
cancels or does not renew the coverage.
d. A copy of the claim reporting requirements must be submitted to the City
prior to the commencement of any work under this Agreement.
4.4 All Policies Re uirements.
4.4.1 Acceptabillty of insurers. All insurance required by this section is to be placed
with insurers with a Bests' rating of no less than ANTI.
4.4.2 Verification of coverage. Prior to beginning any work under this Agreement,
Consultant shall furnish City with certificates of insurance and with original
endorsements effecting coverage required herein. The certificates and
endorsements for each insurance policy are to be signed by a person authorized
by that insurer to bind coverage on its behalf. The City reserves the right to
require complete, certified copies of all required insurance policies, at any time.
4.4.3 Subcon rac ors. Consultant shall include all subcontractors as insureds under its
policies or shall furnish separate certificates and endorsements for each
subcontractor. All coverages for subcontractors shall be subject to all of the
requirements stated herein.
4.4.4 Variation. The City may approve a variation in the foregoing insurance
requirements, upon a determination that the coverages, scope, limits, and forms of
such insurance are either not commercially available, or that the City's interests
are otherwise fully protected.
4.4.5 Deducts !es and Self- insured Retentions. Consultant shall disclose to and
obtain the approval of City for the self - insured retentions and deductibles before
beginning any of the services or work called for by any term of this Agreement.
During the period covered by this Agreement, only upon the prior express written
authorization of Contract Administrator, Consultant may increase such deductibles
or self- insured retentions with respect to City, its officers, employees, agents, and
volunteers. The Contract Administrator may condition approval of an increase in
deductible or self - insured retention levels with a requirement that Consultant
procure a bond, guaranteeing payment of losses and related investigations, claim
administration, and defense expenses that is satisfactory in all respects to each of
them.
4.4.6 Notice of Reduction in Coverage. In the event that any coverage required by
this section is reduced, limited, or materially affected in any other manner,
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Consultant shall provide written notice to City at Consultant's earliest possible
opportunity and in no case later than five days after Consultant is notified of the
change in coverage.
4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide
or maintain any insurance policies or policy endorsements to the extent and within the time
herein required, City may, at its sole option exercise any of the following remedies, which
are alternatives to other remedies City may have and are not the exclusive remedy for
Consultant's breach:
■ Obtain such insurance and deduct and retain the amount of the premiums for such
insurance from any sums due under the Agreement;
■ Order Consultant to stop work under this Agreement or withhold any payment that
becomes due to Consultant hereunder, or both stop work and withhold any payment,
until Consultant demonstrates compliance with the requirements hereof; and/or
■ Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTA T'S RESPONSIBILITIES. Consultant shall
indemnify, defend with counsel selected by the City, and hold harmless the City and its officials, officers,
employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions,
damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to
property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole
or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees,
subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character
of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage
to property, or violation of law arises wholly from the negligence or willful misconduct of the City or its
officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees,
subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or
violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the
duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance
certificates and endorsements required under this Agreement does not relieve Consultant from liability
under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall
apply to any damages or claims for damages whether or not such insurance policies shall have been
determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the
provisions of this Section and that it is a material element of consideration.
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services
under this Agreement is determined by a court of competent jurisdiction or the California Public Employees
Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall
indemnify, defend, and hold harmless City for the payment of any emptoyee and/or employer contributions
for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the
payment of any penalties and interest on such contributions, which would otherwise be the responsibility of
City.
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Section 6. STATUS OF CONSULTANT.
6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall
be an independent contractor and shall not be an employee of City. City shall have the
right to control Consultant only insofar as the results of Consultant's services rendered
pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3;
however, otherwise City shall not have the right to control the means by which Consultant
accomplishes services rendered pursuant to this Agreement. Notwithstanding any other
City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant
and any of its employees, agents, and subcontractors providing services under this
Agreement shall not qualify for or become entitled to, and hereby agree to waive any and
all claims to, any compensation, benefit, or any incident of employment by City, including
but not limited to eligibility to enroll in the California Public Employees Retirement System
(PERS) as an employee of City and entitlement to any contribution to be paid by City for
employer contributions andfor employee contributions for PERS benefits.
6.2 Consultant No Agent. Except as City may specify in writing, Consultant shall have no
authority, express or implied, to act on behalf of City in any capacity whatsoever as an
agent. Consultant shall have no authority, express or implied, pursuant to this Agreement
to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with
all laws applicable to the performance of the work hereunder.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by
fiscal assistance from another governmental entity, Consultant and any subcontractors
shall comply with all applicable rules and regulations to which City is bound by the terms of
such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and
its employees, agents, and any subcontractors have all licenses, permits, qualifications,
and approvals of whatsoever nature that are legally required to practice their respective
professions. Consultant represents and warrants to City that Consultant and its
employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect
at all times during the term of this Agreement any licenses, permits, and approvals that are
legally required to practice their respective professions. In addition to the foregoing,
Consultant and any subcontractors shall obtain and maintain during the term of this
Agreement valid Business Licenses from City.
7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the
basis of a person's race, religion, color, national origin, age, physical or mental handicap or
disability, medical condition, marital status, sex, or sexual orientation, against any
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employee, applicant for employment, subcontractor, bidder for a subcontract, or participant
in, recipient of, or applicant for any services or programs provided by Consultant under this
Agreement. Consultant shall comply with all applicable federal, state, and local laws,
policies, rules, and requirements related to equal opportunity and nondiscrimination in
employment, contracting, and the provision of any services that are the subject of this
Agreement, including but not limited to the satisfaction of any positive obligations required
of Consultant thereby.
Consultant shall include the provisions of this Subsection in any subcontract approved by
the Contract Administrator or this Agreement.
5e�fr 8, TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written
notification to Consultant.
Consultant may cancel this Agreement upon thirty (30) days' written notice to City and
shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services
performed to the effective date of termination; City, however, may condition payment of
such compensation upon Consultant delivering to City any or all documents, photographs,
computer software, video and audio tapes, and other materials provided to Consultant or
prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this
Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a
written amendment to this Agreement, as provided for herein. Consultant understands and
agrees that, if City grants such an extension, City shall have no obligation to provide
Consultant with compensation beyond the maximum amount provided for in this
Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no
obligation to reimburse Consultant for any otherwise reimbursable expenses incurred
during the extension period.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the
parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this
Agreement contemplates personal performance by Consultant and is based upon a
determination of Consultant's unique personal competence, experience, and specialized
personal knowledge. Moreover, a substantial inducement to City for entering into this
Agreement was and is the professional reputation and competence of Consultant.
Consultant may not assign this Agreement or any interest therein without the prior written
approval of the Contract Administrator. Consultant shall not subcontract any portion of the
performance contemplated and provided for herein, other than to the subcontractors noted
in the proposal, without prior written approval of the Contract Administrator.
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8.5 Survival. All obligations arising prior to the termination of this Agreement and all
provisions of this Agreement allocating liability between City and Consultant shall survive
the termination of this Agreement.
8.6 Opilons upon Breach by Consultant. If Consultant materially breaches any of the temps
of this Agreement, City's remedies shall included, but not be limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any
other worts product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in Exhibit A not
finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work
described in Exhibit A that is unfinished at the time of breach and the amount that
City would have paid Consultant pursuant to Section 2 if Consultant had
completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Reco[gj Created as Part of Consultant's Performance. All reports, data, maps,
models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications,
records, files, or any other documents or materials, in electronic or any other form, that
Consultant prepares or obtains pursuant to this Agreement and that relate to the matters
covered hereunder shall be the property of the City. Consultant hereby agrees to deliver
those documents to the City upon termination of the Agreement. It is understood and
agreed that the documents and other materials, including but not limited to those described
above, prepared pursuant to this Agreement are prepared specifically for the City and are
not necessarily suitable for any future or other use. City and Consultant agree that, until
final approval by City, all data, plans, specifications, reports and other documents are
confidential and will not be released to third parties without prior written consent of both
parties.
9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books
of account, invoices, vouchers, canceled checks, and other records or documents
evidencing or relating to charges for services or expenditures and disbursements charged
to the City under this Agreement for a minimum of three (3) years, or for any longer period
required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Ins tion and Audit of Records. Any records or documents that Section 9.2 of this
Agreement requires Consultant to maintain shall be made available for inspection, audit,
and/or copying at any time during regular business hours, upon oral or written request of
the City. Under California Government Code Section 8546.7, if the amount of public funds
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expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the
Agreement shall be subject to the examination and audit of the State Auditor, at the
request of City or as part of any audit of the City, for a period of three (3) years after final
payment under the Agreement.
Section 10 MISCELLANEOUS PROVISIONS.
10.1 Aftorneyl' FM. If a party to this Agreement brings any action, including an action for
declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing
party shall be entitled to reasonable attorneys' fees in addition to any other relief to which
that party may be entitled. The court may set such fees in the same action or in a
separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this
Agreement, the parties agree that trial of such action shall be vested exclusively in the
state courts of California in the County of Alameda or in the United States District Court for
the Northern District of California.
10.3 Soverah II If a court of competent jurisdiction finds or rules that any provision of this
Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so
adjudged shall remain in full force and effect. The invalidity in whole or in part of any
provision of this Agreement shall not void or affect the validity of any other provision of this
Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this
Agreement does not constitute a waiver of any other breach of that term or any other term
of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of
and shall apply to and bind the successors and assigns of the parties.
10.6 Use of cled Products. Consultant shall prepare and submit all reports, written
studies and other printed material on recycled paper to the extent it is available at equal or
less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within
the corporate limits of City or whose business, regardless of location, would place
Consultant in a "conflict of interest,° as that term is defined in the Political Reform Act,
codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this
Agreement. No officer or employee of City shall have any financial interest in this
Agreement that would violate California Government Code Sections 1090 of seq.
Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12)
months, an employee, agent, appointee, or official of the City. If Consultant was an
Consulting Services Agreement between 2012
City of Dublin and Peelle Technologies. Page 11 of 13
employee, agent, appointee, or official of the City in the previous twelve months,
Consultant warrants that it did not participate in any manner in the forming of this
Agreement. Consultant understands that, if this Agreement is made in violation of
Government Code §1090 etseq., the entire Agreement is void and Consultant will not be
entitled to any compensation for services performed pursuant to this Agreement, including
reimbursement of expenses, and Consultant will be required to reimburse the City for any
sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it
may be subject to criminal prosecution for a violation of Government Code § 1090 and, if
applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or
interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by Caroline P. Soto, City
Clerk ( "Contract Administrator). All correspondence shall be directed to or through the
Contract Administrator or his or her designee.
10.10 Notices. Any written notice to Consultant shall be sent to:
Jim Detrick, President
Peelle Technologies
197 East Hamilton Avenue
Campbell, CA 95008
(800) 233 -5006
Any written notice to City shall be sent to:
Caroline P. Soto, City Clerk, CIVIC
City of Dublin
100 Civic Plaza
Dublin, CA 94568
10.11 Professional Seal. Where applicable in the determination of the contract administrator,
the first page of a technical report, first page of design specifications, and each page of
construction drawings shall be stamped /sealed and signed by the licensed professional
responsible for the report/design preparation. The stamp /seal shall be in a block entitled
"Seal and Signature of Registered Professional with report/design responsibility," as in the
following example.
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the scope of work attached hereto and
incorporated herein as Exhibit A, represents the entire and integrated agreement between
Consulting Services Agreement between 2012
City of Dublin and Peelle Technologies. Page 12 of 13
City and Consultant and supersedes all prior negotiations, representations, or agreements,
either written or oral.
CITY OF DUBLIN
Jo Pattillo, City Manager
tl'6 /1
Caroline P. Soto, City Clerk
Approved as to Form:
Jo . Bakker, City Attorney
PEELLE TECHNOLOGIES
cz-q�
Jim Detrick, President
Consulting Services Agreement between 1U11
City of Dublin and Peelle Technologies. Page 13 of 13
EXHIBIT A
SCOPE OF WORK
The City of Dublin sought services of scanning, indexing and quality checking documents into
their existing records management system. In response, Peelle Technologies submitted a
proposal, which included the following products and services.
Deliverable Overview:
• Pickup and Delivery of documents /records to be scanned
• Scanning/imaging of documents/records, as specified in Item 3.0, Scanning
Specifications, of the RFP
• Indexing of documents /records
• {duality checking of images
• On -site Training for employees regarding uploading images received from Peelle for
placement on Laserfiche
• Telephone and remote support
Per the RFP, these are the Scanning Specifications:
3.0.1 All scanning and indexing to be done in compliance with all applicable California
State laws, and ANSI and AIIM standards (which are incorporated into law by reference.)
3.0.2 Black and White documents scanned at 300 dpi, TIFF file format, named and
indexed according to document naming conventions (see Appendix A.)
3.0.3 VRS or like technology to be used on all images to improve the quality of the
scan.
3.0.4 All text documents must be OCR'd and the OCR files delivered with the images.
3.0.5 Hard -to -read images (e.g. blue mimeograph ink, dot matrix printers) will be re-
scanned by the vendor at no charge so that the document is as usable as the original.
3.0.6 Any damage to documents, or other anomalies or difficulties, to be promptly
reported to the City.
3.0.7 Any requests made by the City for images will be provided via e-mail of the
scanned image within one business day.
3.0.8 All scanning, indexing, and quality checking must be performed in the State of
California (no off -shore or out -of -state services.)
Per the RFP, these are the Delivery Specifications:
3.1.1 Images delivered on DVD -r format, in Laserfiche portable volumes with
instructions on how to attach it to the Laserfiche system (for both images and any OCR'd
documents.)
3.1.2 The original paper documents are returned to the City in the same order, in the
same condition as received, and in the same box or drawer as they were sent in.
Page 1 of 3 EXHIBIT A
3.1.3 Documents are re- stapled, or placed in binder clips in the same order and in the
same file folders or binders. Comb -bound documents are to have the Comb- binding
removed, and returned with a binder clip.
3.1.4 Guaranteed maximum turnaround time of 30 calendar days from the date of
notification of pickup.
Per the RFP, these are the Support Specifications:
3.2.1 Vendor will provide unlimited telephone and remote support.
3.2.2 The vendor will always seek permission from the City Clerk prior to accessing the
system.
3.3.3 Vendors shall provide written step -by -step directions for attaching portable
volumes to the Laserfiche system.
Per the RFP and Peelle's Proposal, these are the Costs:
Cost for scanning: Letter or legal sized documents per page: $0.05
Cost for scanning: a -sized documents per sheet (black and white or color): lam
Cost of Naming a Document per keystroke: $O.OQ7 assumes naming cann't be done using
Cily's data file which would be at no additional charge)
Cost of Indexing per keystroke: $0.007
Cost of Indexing per list field (selection of a drop down list): J0.007
Cost of Indexing a date field: $0.07
Cost of Indexing a 10- character indexing field: $0.07
Cost of importing the Excel Index for Engineering drawings into Laserfiche template fields (see
Appendix C.): No Cha
Cost of Importing the Excel Index for Building Plans into Laserfiche template fields (see
Appendix D.): No C ar
Cost of Importing the Index for Planning "Non - Address Files" into Laserfiche template fields (see
Appendix E.): No ChArge
Cost to Quality Check images — Option 1 (during scan): Quality checking must be performed by
humans. All images must be quality checked as they are scanned, and must contain all
significant details from the original and must be an adequate substitute for the original document
for all purposes for which the document was created or maintained: No C ar e
Page 2 of 3 EXHIBIT A
Cost to Quality Check images — Option 2 (after scan & index, by a different employee): Quality
checking must be performed by humans. All images must be quality checked after the scanning
and indexing by a different employee, and must contain all significant details from the original
and must be an adequate substitute for the original document for all purposes for which the
document was created or maintained: 18.54 hour
Cost to Quality Check indexing (must be performed by humans:) No Charge
Fee for OCR'ing if any: NoQharge
Pickup fee, if any, and constraints (e.g. maximum number of boxes, etc.) Only one pickup fee
shall be allowed per trip / location (the vendor may be asked to pick up records from several
departments, and only one pickup fee shall apply): $75.00
Delivery fee, if any Only one delivery fee shall be allowed per trip 1 location (the vendor may be
asked to deliver records from several departments, and only one delivery fee shall apply):
75.00 will be waived if there is a gickup made as part of the same trip)
Disclose any fuel surcharge, if any: None
Provide a list of any fuel surcharges you have implemented over the past two years: None
Disclose all Document Preparation and Reassembling Charges, including your hourly fee:
18 0 ou
Charge for each DVD -R (Portable Laserfiche volume,) if any: $10.00/DVD -R
Charge for providing the images, indexes and OCR files on a magnetic portable hard drive
(Portable Laserfiche volume,) if any: No Charge provided the City supplies the hard drive
Briefly describe your strategy to provide volume management for the records from different
departments you will be scanning, indexing and quality checking, and any differences between
DVD -► and portable hard drive delivery: Each d@partment department will have unique volume management
re uirements for e h of the record a they submit. Prior to moving forward with the live
producAion processing of any ecord type, the Peelle Tech team will work closely with the City's
eject team members to develop. test im lement and document the re uiremen s for that
record type.
Disclose any other fees or charges not already listed (setup, etc.): None
Page 3 of 3 EXHIBIT A
RESOLUTION NO. XX - 14
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
APPROVING AMENDMENT TO AGREEMENT WITH PEELLE TECHNOLOGIES
FOR IMAGING AND SCANNING SERVICES RELATED TO CITY RECORDS
WHEREAS, the City of Dublin ( "City "), State of California, entered into an Agreement
with Peelle Technologies ( "Consultant ") on November 6, 2012, to perform imaging and
scanning services related to City records; and
WHEREAS, term of said Agreement expires July 31, 2014; and
WHEREAS, City and Consultant now desire to extend the terms of the Agreement an
additional two years until July 31, 2016; and
WHEREAS, Consultant will maintain the rate schedule previously adopted on November
6, 2012.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve the Amendment to the Agreement with Peelle Technologies, which is attached
hereto as Exhibit A.
BE IT FURTHER RESOLVED that the City Manager is authorized to execute the
Amendment to the Agreement on behalf of the City Council.
PASSED, APPROVED AND ADOPTED this 20th day of May, 2014, by the following
vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Mayor
ATTEST:
City Clerk
Reso No. XX -14, Adopted 5- 20 -14, Item X.X Page 1 of 1
EXHIBIT "A" OF RESOLUTION -14
AMENDMENT TO AGREEMENT
BETWEEN CITY OF DUBLIN AND PEELLE TECHNOLOGIES
FOR IMAGING AND SCANNING SERVICES RELATED TO CITY RECORDS
WHEREAS, the City of Dublin (hereinafter referred to as "City ") and Peelle Technologies
(hereinafter referred to as "Consultant "), entered into an agreement on November 6, 2012, to
provide imaging and scanning services related to City records; and
WHEREAS, term of said Agreement expires July 31, 2014; and
WHEREAS, City and Consultant now desire to extend the terms of the Agreement an
additional two years until July 31, 2016; and
WHEREAS, Consultant will maintain the rate schedule previously adopted on November
6, 2012.
NOW, THEREFORE, the parties hereto agree as follows:
Section 1. Extension of Term
The term of the agreement shall be extended from August 1, 2014, to July 31,
2016. Should a new agreement or amendment to agreement to extend the contract not be
entered into by July 31, 2016, then this agreement will automatically extend until a new
agreement or amendment to agreement is entered into or City gives written notice of
termination.
CITY OF DUBLIN PEELLE TECHNOLOGIES
Christopher L. Foss, City Manager
ATTEST:
City Clerk
Jim Detrick, President
Date:
Page 1 of 1 EXHIBIT A TO RESOLUTION