HomeMy WebLinkAboutContract 36637CITY SECRETARY
CONTRACT NO. abb 7
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT ("Agreement") is made and entered into between THE CITY OF FORT
WORTH, a home -rule municipal corporation situated in Tarrant, Denton, Parker, and Wise
Counties, Texas ("City"), acting by and through Marc A. Ott, its duly authorized Assistant City
Manager, and MONTGOMERY WATSON HARZA (MINH), a Texas and national
professional corporation ("Consultant"), acting by and through its duly authorized representative.
City and Consultant may be referred to herein as a party or collectively as the parties.
RECITALS
WHEREAS, Consultant is a provider of consulting, engineering, construction and
management services in water, natural resources, and infrastructure sectors; and
WHEREAS, Consultant provides a wide array of services to better manage its clients'
assets; and
WHEREAS, Consultant provides services in the area of Asset Management and
develops plans that help organizations better manage intellectual capital and incorporate robust
quality control processes throughout the life of an asset; and
WHEREAS, City is in need of professional services to assist in identification of software
and processes within the Infrastructure Services Department that resemble Asset Management;
and
WHEREAS, City is in need of professional services to perform stakeholder meetings to
educate key management staff on Asset Management principals, while also providing
management with a scorecard on the potential for linkage of current software and systems; and
WHEREAS, City and Consultant desire to enter into a contract to have such services
provided which benefit City.
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February 2008
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NOW, THEREFORE, in consideration of the mutual covenants herein expressed, the
parties agree as follows:
AGREEMENT
1. Services. Consultant covenants and agrees to fully perform, or cause to be performed,
with good faith and due diligence, all objectives described in Exhibit "A", attached and
incorporated herein for all purposes incident to this Agreement ("Services"). In order for
Consultant to fully perform the Services set forth in Exhibit "A," the City will grant Consultant a
limited right of access to all necessary City electronic systems and databases in accordance with
Exhibit "B," Limited Access Agreement, which is attached and incorporated herein for all
purposes incident to this Agreement.
2. Standard of Care. The standard of care applicable to Consultant's Services will be the
degree of skill and diligence normally employed in the State of Texas by professionals
performing the same or similar services at the time such services are performed.
3. Term. Services shall be provided by Consultant for a term beginning February 15, 2008
and ending when City determines the Services are complete, or March 31, 2008, whichever
occurs first.
4. Fee. In consideration of the Services to be performed hereunder by Consultant, City
promises and agrees to pay Consultant an amount not to exceed Twenty -Four Thousand Eight
Hundred Dollars ($24,800) ("Fee"). The parties agree that the Fee shall be compensation for all
Services. Payment from City to Consultant shall be made on an invoice basis following receipt
by City from Consultant of a signed invoice. The invoice shall be submitted to City no later than
the 15th day following the end of the month.
5. Termination. City may terminate this Agreement for any reason, at any time, with or
without cause, or for the convenience of City by thirty (30) days' notice in writing to Consultant.
Upon the receipt of such notice, Consultant shall immediately discontinue all services, work, and
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investigative activities in connection with the performance of this Agreement and shall proceed to
promptly complete all existing investigations and documents, as they are chargeable to this
Agreement. If City terminates this Agreement for convenience pursuant to this Section, City shall
pay Consultant for services actually and satisfactorily performed in accordance herewith prior to
such termination, in accordance with a final statement submitted by Consultant documenting the
performance of such work. Consultant shall not be entitled to lost or anticipated profits should City
choose to exercise its option to terminate.
Upon termination of this Agreement for any reason, Consultant shall provide City with copies of all
documents, including but not limited to written summaries and investigative reports prepared under
this Agreement.
6. Independent Contractor. Consultant shall operate hereunder as an independent contractor
and not as an officer, agent, servant, or employee of City. Consultant shall have exclusive
control of and the exclusive right to control the details of the Services performed hereunder, and
all persons performing same, and shall be solely responsible for the acts and omissions of its
officers, agents, servants, employees, subcontractors and program participants. The doctrine of
respondeat superior shall not apply as between the City and Consultant, its officers, agents,
servants, employees, subcontractors, or program participants, and nothing herein shall be
construed as creating a partnership or joint enterprise between City and Consultant. It is
expressly understood and agreed that no officer, agent, employee, or subcontractor of Consultant
is in the paid service of City.
7. Indemnification.
Consultant shall indemnify and hold City and its officers, agents and
employees harmless from any loss, damage, liability or expense for damage to property and injuries,
including death, to any person, including but not limited to, officers, agents or employees of
Consultant or subcontractors, which may arise out of any negligent act, error or omission in the
performance of this Agreement. Consultant shall defend at his own expense any suits or other
proceedings brought against City, its officers, agents and employees, or any of them, resulting from
such negligent act, error or omission; and shall pay all expenses and satisfy all judgments which
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February 2008
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may be incurred by or rendered against them or any of them in connection therewith resulting from
such Consultant's negligent act, error or omission,
Consultant shall require all of its subcontractors to include in their subcontracts an
indemnity in favor of City in substantially the same form as above.
This Section 7 shall survive the expiration or termination of this Agreement.
8. Insurance. During the term of this Agreement, Consultant shall procure and maintain
at all times, in full force and effect, a policy or policies of insurance that provide the specific
coverage set forth in this Section 8 as well as any and all other public risks related to
Consultant's performance of its obligations under this Agreement. Consultant shall specifically
obtain the following types of insurance at the following limits:
• Commercial General Liability:
$1,000,000 per occurrence; providing blanket contractual liability insurance products
and completed operations; independent contractor's liability; and coverage for
property damage to City facilities; and
• Automobile Liability:
$1,000,000 per occurrence or accident; including, but not limited to, all vehicles,
whether owned or hired, in use by Consultant, its employees, agents or
subcontractors; and
• Worker's Compensation/Emnloyer's Liability:
Worker's compensation coverage as required by applicable law; and Employer's
Liability at $100,000 per accident.
• Errors &Omissions (Professional Liability):
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If coverage is written on a claims -made basis, the retroactive date shall be coincident
with or prior to the date of the contractual agreement. The certificate of insurance
shall state that the coverage is claims -made and include the retroactive date. The
insurance shall be maintained for the duration of the contractual agreement and for
five (5) years following completion of the service provided under the contractual
agreement or for the warranty period, whichever is longer. An annual certificate of
insurance submitted to the City shall evidence coverage. Coverage shall be in the
following amounts:
(1) $1,000,000 per occurrence or claim
(2) $2,000,000 aggregate
Consultant shall promptly provide the City with certificates of insurance that verify Consultant's
compliance with the insurance requirements of this Agreement. The City's Risk Manager shall
have the right to review and evaluate Consultant's insurance coverage and to make reasonable
requests or revisions pertaining to the types and limits of that coverage. Consultant shall comply
which such requests or revisions as a condition precedent to the effectiveness of this Agreement.
9. Assi nment. Consultant shall not assign or subcontract all or any part of its rights,
privileges or duties under this Agreement without the prior written consent of City, and any
attempted assignment of subcontract of same without such prior written approval shall be void
and constitute a breach of this agreement.
10. Compliance with Law. Consultant, its officers, agents, employees and subcontractors,
shall abide by and comply with all laws, federal, state and local, including all ordinances, rules
and regulations of City. It is agreed and understood that, if City calls to the attention of
Consultant any such violation on the part of Consultant or any of its officers, agents, employees
or subcontractors, then Consultant shall immediately desist from and correct such violation.
11. Minority and Women Business Enterprise (M/WBE Participation. In accord with City of
Fort Worth Ordinance No. 15530, City has goals for the participation of minority business
enterprises and woman business enterprises in City contracts. Consultant acknowledges the
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February 2008
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M/WBE goal established for this Agreement and its commitment to meet that goal. Any
misrepresentation of facts (other than a negligent misrepresentation) and/or the commission of
fraud by Consultant may result in the termination of this Agreement and debarment from
participating in City contracts for a period of time of not less than three (3) years.
12. Non -Discrimination. Consultant, in the execution, performance or attempted
performance of this Agreement, will not discriminate against any person or persons because of
disability, age, familial status, sex, race, religion, color or national origin, nor will Consultant
permit its officers, agents, employees, or subcontractors to engage in such discrimination.
This Agreement is made and entered into with reference specifically to Chapter 17,
Article III, Division 3, of the City Code of the City of Fort Worth ("Discrimination in
Employment Practices"), and Consultant hereby covenants and agrees that Consultant, its agents,
employees and subcontractors have fully complied with all provisions of same and that no
employee or employee -applicant has been discriminated against by either Consultant, its agents,
employees or subcontractors.
13. Right to Audit. Consultant agrees that the City shall, until the expiration of three (3)
years after final payment under this Agreement, have access to and the right to examine any
directly pertinent books, documents, papers and records of the Consultant involving transactions
relating to this Agreement. Consultant agrees that the City shall have access during normal
working hours to all necessary Consultant facilities and shall be provided adequate and
appropriate workspace in order to conduct audits in compliance with the provisions of this
Section. The City shall give Consultant reasonable advance notice of intended audits.
Consultant further agrees to include in all of its subcontractor agreements hereunder a
provision to the effect that the subcontractor agrees that the City shall, until the expiration of
three (3) years after final payment under the subcontract, have access to and the right to examine
any directly pertinent books, documents, papers and records of such subcontractor involving
transactions to the subcontract, and further that City shall have access during normal working
hours to all subcontractor facilities and shall be provided adequate and appropriate workspace in
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order to conduct audits in compliance with the provisions of this paragraph. City shall give
subcontractor reasonable advance notice of intended audits.
This Section 13 shall survive the expiration or termination of this Agreement.
14. Fiscal Funding. In the event no funds or insufficient funds are appropriated by the City
in any fiscal period for any payments hereunder, City will notify Consultant of such occurrence
and this Agreement shall terminate on the last day of the fiscal period for which appropriations
were received without penalty or expense to City of any kind whatsoever, except as to the
portions of the payments herein agreed upon for which funds shall have been appropriated.
15. Entire Agreement. This written instrument constitutes the entire agreement by the parties
hereto concerning the work and services to be performed hereunder, and any prior or
contemporaneous, oral or written agreement, which purports to vary from the terns hereof shall
be void.
16. Venue and Jurisdiction. If any action, whether real or asserted, at law or in equity, arises
on the basis of any provision of this Agreement, venue for such action shall lie in state courts
located in Tarrant County, Texas or the United States District Court for the Northern District of
Texas — Fort Worth Division. This Agreement shall be construed in accordance with the laws of
the State of Texas.
17. Notices. Notices to be provided hereunder shall be sufficient if forwarded to the
other party by hand -delivery or via U.S. Postal Service certified mail, postage prepaid, return
receipt requested to the address of the other party shown below:
Marc A. Ott, Assistant City Manager
City of Fort Worth
1000 Throckmorton St.
Fort Worth, Texas 76102
(817) 3924122
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February 2008
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Vernell Sturns, Client Services Manager
MWH
309 West 7th Street, Suite 1010
Fort Worth, TX, 76102
(817) 870-0100
18. Non -Waiver. The failure of City or Consultant to insist upon the performance of any
term or provision of this Agreement or to exercise any right herein conferred shall not be
construed as a waiver or relinquishment to any extent of City's or Consultant's right to assert or
rely upon any such term or right on any future occasion.
19. Disclosure of Conflicts. Consultant hereby warrants to the City that Consultant has
made full disclosure in writing of any existing or potential conflicts of interest related to
Consultant's services and proposed services with respect to the Project. In the event that any
conflicts of interest arise after the Effective Date of this Agreement, Consultant hereby agrees
immediately to make full disclosure to the City in writing.
20. Proprietar�Information /Open Records Act. The City acknowledges that Consultant may
use products, materials or methodologies proprietary to Consultant. The City agrees that
Consultant's provision of services under this Agreement shall not be grounds for the City to have
or obtain any rights in such proprietary products, materials or methodologies unless the parties
have executed a separate written agreement with respect thereto. Notwithstanding the foregoing,
Consultant understands and agrees that the City is subject to various public information laws and
regulations, including, but not limited to, the Texas Open Records Act. Consultant, for itself and
iIs officers, agents and employees, further agrees that it shall treat all information provided to it
by the City as confidential and shall not disclose any such information to any third party without
the prior written approval of the City.
21. Severability. If any provision of this Agreement is held to be invalid, illegal or
unenforceable, the validity, legality and enforceability of the remaining provisions shall not in
any way be affected or impaired.
22. Force Ma'el ure. The City and Consultant shall exercise their best efforts to meet their
respective duties and obligations as set forth in this Agreement, but shall not be held liable for
any delay or omission in performance due to force majeure or other causes beyond their
reasonable control, including, but not limited to, compliance with any government law,
ordinance or regulation, acts of God, acts of omission, fires, strikes, lockouts, national disasters, _
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wars, riots, material or, labor restrictions by any governmental authority, transportation problems
and/or any other similar causes.
23. Contract Construction. The parties acknowledge that each party and, if it so chooses, its
counsel have reviewed and revised this Agreement and that the normal rule of construction to the
effect that any ambiguities are to be resolved against the drafting party must not be employed in
the interpretation of this Agreement or any amendments or Attachments hereto.
24. No Third -Party Beneficiaries. This Agreement shall inure only to the benefit of the
parties hereto and third persons not privy hereto shall not, in any form or manner, be considered
a third party beneficiary of this Agreement. Each party hereto shall be solely responsible for the
fulfillment of its own contracts or commitments.
25. Headings. The paragraph headings contained herein are for the convenience in reference
and are not intended to define or limit the scope of any provision of this Agreement.
[Remainder of Page Intentionally Left Blank]
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IN WITNESS WHEREOF, the parties hereto have executed this agreement in multiples in Fort
Worth, Tarrant County, Texas, to be effective as of February 8, 20080
ATTEST:
Marty Hendrix
City Secretary
AS TO FORM AND LEGALITY:
Date:
ATTEST:
CITY OF FORT WORTH
Assistant City Manager
MONTGOMERY WATSON HARZA, a
Texas and national professional corporation
Vernell
turns
Client Services Manager
MWH
February 2008 vJ C �Y
L R y7
Page 10 of 10 � 211
EXHIBIT "A"
The core business systems required to support an Enterprise approach to asset management are
the Geographic Information System (GIS), the Maintenance Management System (MMS) and
Financial Management System (FMS). These systems will allow the City's Infrastructure
Services Group (ISG) to:
■ develop an inventory and description of all distributed assets (GIS);
■ develop an inventory and description of the vertical assets, manage and track the
performance and condition of the assets, manage and track inventory, manage work (i.e.
planned and un-planned) along with the cost of doing work at the asset level (MMS); and
■ manage the capitalization and depreciation of the assets (FMS).
Unfortunately, ISG has various types of software that currently manages their assets and it is
unknown whether the software is compatible with MAXIMO MMS, which manages the
operations and maintenance business activities with the Water Department. The long term goal
for the City of Fort Worth is to move towards the development of an Asset Management
Program for its Infrastructure Departments, which include Aviation, Engineering, Transportation
and Public Works and Water. Lastly, the future goal is to build on the next phase of ISG's asset
management strategy, which should be to build on their initial work and initiate the extension of
MAXIMO within the Water Department and eventually into the Transportation and Public
Works Department for Stormwater, streets, and building facilities. Prior to the development of a
Request for Proposal, the City wants the vendor to accomplish the following tasks over a period
of 2 weeks:
1. Host a business drivers workshop (Clarify our business priorities for Asset Management
for Management and Operational managers).
a. Conduct in-depth review of needs and systems.
b. Develop a short Needs document related to establishing a Pilot Project.
2. Host a future vision.workshop (Gain Leadership's assessment of current culture and gain
consensus on the future culture to support asset management)
a. Preliminary establishment of consistent of policies, goals and performance
measures, used to set the direction for the planning and program development
related to Asset Management.
b. Discuss resource allocation needs.
3. Once the workshops are complete, the consultant team will conduct interviews with staff
from engineering, operations and maintenance, fmance, IT and general management. The
discovery interviews will be conducted over a period of three business days. During the
discovery interviews, the MWH team will further assess the degree to which the City's
people, processes, data, and technology support and enable the business drivers and
future vision. We will identify those areas that are working effectively and those that can
be improved to support strategic asset management. Our focus will be on leveraging the
existing systems the city has made. This assessment will include a review of current
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February 2008
Exhibit "A"
Page 1 of 2
software and systems within each of the Infrastructure Services departments to assess
their potential for linkage with MAXIA40 MMS. The Consultant will provide
management with a gradable scale of 1 to 10 on each software's potential to link and
identify details pertaining to challenges and opportunities.
4. Working as a group, the Consultant team and City staff will identify short- and long-term
plans and tactics for each area, explore alternative actions and select those that are most
practical to achieve within cost and resource constraints. This work will be undertaken
over three business days
5. Host a Final Recommendations Workshop. The consultant team will summarize the key
findings from the project and present recommendations for moving forward with strategic
asset management. An action plan, schedule, resources and qualitative benefits will be
presented.
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February 2008
Exhibit "A"
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EXHIBIT B
LIMITED ACCESS AGREEMENT
A. The City of Fort Worth (the y") owns and operates a file server computer system and network
(collectively the "Network") Montgomery Watson Harza, ("MWH" or "Consultant") wishes to
have access to the City's network.
B. Consultant wishes to perform activities as defined in the Professional Services Agreement and
more specifically in Exhibit A, Scope of Work, to which this Exhibit is attached, specifically to
assist the City with developing an Asset Management Program for the City's Infrastructure
Departments which include one or more of those listed in Paragraph "C" below.
C. In order to perform the necessary duties, Consultant needs access to the City's electronic records
databases for the Aviation, Engineering, Transportation & Public Works and/or Water
Departments in order to evaluate and develop an Asset Management Program,
D. The City is willing to grant Consultant access to the Network, subject to the terms and conditions
set forth in this Agreement, the governing Professional Services Agreement, and in the City's
standard outside connections policy, ("Extranet Standard") which is attached as Exhibit "B-V and
hereby incorporated into this Agreement for all purposes herein.
NOW, THEREFORE, the City and Consultant hereby agree as follows:
1. GRANT OF LIMITED ACCESS.
Consultant is hereby granted a limited right of access to the City's Network for the sole purpose of
providing services pursuant to the governing Professional Services Agreement to which this Exhibit is
attached. Consultant can only enter the Network via the City's computer system; therefore, the City will
provide Consultant with a password and access number or numbers as necessary to perform
Consultant's duties. Consultant shall receive one password and access number to be used by its officers,
directors, employees, agents, representatives, and Sub Consultants, and shall only disseminate such
password and access number(s) as necessary to those who are providing services to the City pursuant to
the Professional Services or Software License Agreement as applicable.
2. NETWORK RESTRICTIONS.
2.1. Consultant may not share any passwords or access number or numbers provided by the
City except with Consultant's officers, agents, servants or employees who work directly with this
project.
2.2. Consultant may not access the Network for any purpose other than those set forth in
Section B of this Agreement.
2.3. Consultant acknowledges, agrees and
monitor Consultant's use of the City's Network
hereby gives its authorization to the City to
2.4. A breach by Consultant, its officers, agents, servants or employees, of this Agreement or
any other written instructions or guidelines that the City provides to Consultant pursuant to this
Agreement shall be grounds for the City immediately to deny Consultant access to the Network
and Consultant's Data in addition to any other remedies that the City may have under this
Agreement or at law or in equity.
2.5. The City may terminate this Agreement at any time and for any reason
3. UNUATHORIZED ACCESS.
Consultant, for itself and its officers, agents, Sub Consultants and employees, agrees that it
shall treat all information to which it is given access, or information that is provided to it by the City as
confidential and shall not disclose any such information to a third party without the prior written approval
of the City. Consultant shall only access City Information in a secure manner and shall not allow
unauthorized users to view, access, modify, delete or otherwise corrupt City Information in any way.
Consultant shall notify the City immediately if the security or integrity of any City information has been
compromised or is believed to have been compromised.
2
EXHIBIT "B-1" TO LIMITED ACCESS AGREEMENT
EXTRANET STANDARD
Overview
The purpose of this standard is to establish the requirements under which third party organizations may
connect to the City of Fort Worth networks for the purpose of transacting City business. The standards
listed are specific activities required by Section 2.2 of the City of Fort Worth Information Security Policy,
Scope
Connections between third parties that require access to non-public City of Fort Worth resources fall
under this standard, regardless of whether a telecommunications circuit (such as frame relay or ISDN) or
Virtual Privacy Network (VPN) technology is used for the connection. Connectivity to third parties such as
the Internet Service Providers (ISPs) that provide Internet access for the City of Fort Worth or to the
Public Switched Telephone Network do not fall under this standard.
Standard
Security Review
All new extranet connectivity will go through a security review with the Information Security department (IT
Solutions). The reviews are to ensure that all access matches the business requirements in a best
possible way, and that the principle of least access is followed.
Third Parly Connection Agreement
All new connection requests between third parties and the City of Fort Worth require that the third party
and the City of Fort Worth representatives agree to and sign a third party agreement. This agreement
must be signed by the Director of the sponsoring organization as well as a representative from the third
party who is legally empowered to sign on behalf of the third party. The signed document is to be kept on
file with IT Solutions. All documents pertaining to connections into the City of Fort Worth labs are to be
kept on file with IT Solutions.
Business Case
All production extranet connections must be accompanied by a valid business justification, in writing, that
is approved by a project manager in IT Solutions. Lab connections must be approved by IT Solutions.
Typically this function is handled as part of a third party agreement.
The sponsoring organization must designate a person to be the Point of Contact (POC) for the Extranet
connection. The POC acts on behalf of the sponsoring organization, and is responsible for those portions
of this policy and the third party agreement that pertain to it. In the event that the POC changes, IT
Solutions must be informed promptly.
Establishing Connectivity
Sponsoring organizations within the City of Fort Worth that wish to establish connectivity to a third party
are to file a new site request with IT Solutions to address security issues inherent in the project. If the
proposed connection is to terminate within a lab at the City of Fort Worth, the sponsoring organization
must engage IT Solutions. The sponsoring organization must provide full and complete information as to
the nature of the proposed access to the extranet group and IT Solutions, as requested.
All connectivity established must be based on the least -access principle, in accordance with the approved
business requirements and the security review. In no case will the City of Fort Worth rely upon the third
party to protect the City of Fort Worth'S network or resources.
3
Modifying or Changing Connectivity and Access
All changes in access must be accompanied by a valid business justification, and are subject to security
review. Changes are to be implemented via corporate change management process. The sponsoring
organization is responsible for notifying IT Solutions when there is a material change in their originally
provided information so that security and connectivity evolve accordingly.
Terminating Access
When access is no longer required, the sponsoring organization within the City of Fort Worth must notify
IT Solutions, which will then terminate the access. This may mean a modification of existing permissions
up to terminating the circuit, as appropriate. IT Solutions must conduct an audit of their respective
connections on an annual basis to ensure that all existing connections are still needed, and that the
access provided meets the needs of the connection. Connections that are found to be deprecated, and/or
are no longer being used to conduct the City of Fort Worth business, will be terminated immediately.
Should a security incident or a finding that a circuit has been deprecated and is no longer being used to
conduct the City of Fort Worth business necessitate a modification of existing permissions, or termination
of connectivity, IT Solutions will notify the POC or the sponsoring organization of the change prior to
taking any action.
Definitions
Circuit
Sponsoring Organization
Third Party
ATTEST:
For the purposes of this policy, circuit refers to the method of network
access, whether it's through traditional ISDN, Frame Relay etc. or via VPN
encryption technologies.
The City of Fort Worth organization that requested that the third party
have access to the City of Fort Worth network.
A business that is not a formal or subsidiary part of the City of Fort
Worth.
MONTGOMERY WATSON HARZA, a
Texas and national professional corporation
By: i✓ �'
Vernell Sturns
Client Services Manager
MWH