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MUTUAL SETTLEMENT AGREEMENT AND RELEASE
This Mutual Settlement Agreement and Release (the "Agreement") is made and entered into
this zsta day of Oecembey , 2013, (the "Effective Date") by and between the City of Fort Worth,
a home -rule municipality organized under the laws of the State of Texas, acting by and through its duly
authorized Assistant City Manager, and the National Reining Horse Association, an Oklahoma non-profit
corporation, acting by and through Beth Himes, its President.
A.
Definitions
In addition to the terms defined in the body of this Agreement, the following terms shall have the
definitions ascribed to them as follows:
"City" means the City of Fort Worth, Texas, and its officers, representatives, agents, servants, and
employees.
"ETF Contract" means Fort Worth City Secretary Contract ("CSC") Number 44473, a Trust Fund
Event Support Contract between the City of Fort Worth and National Reining Horse Association.
"ETF Term Sheet" means and includes Fort Worth CSC Number 45129, a Term Sheet Regarding
the Use of Events Funds from the State of Texas between the City of Fort Worth and National Reining
Horse Association.
"License Agreement" means collectively Fort Worth CSC Number 41737, as amended by CSC
41737-Al, a License Agreement between the City of Fort Worth and NRHA for use of the Will Rogers
Memorial Center.
"NRHA" means and includes the National Reining Horse Association, an Oklahoma non-profit
corporation, and/or its partners, representatives, members, managing members, officers, managers,
proprietors, directors, employees, representatives, agents, subsidiary organizations, parent organizations,
successor entities, assigns, predecessors, stockholders, administrators, contractors, and related companies.
"Parties" means both the City and NRHA.
B.
Recitals
WHEREAS, the Parties entered into the CSC Number 41737 on May 2, 2011, for the purpose of
allowing the NRHA to host its Cowtown Classic Event ("Event") at the Will Rogers Memorial Center
("WRMC") from 2011 through 2013, with optional extensions for two additional years, pursuant to an
agreed upon rate structure;
WHEREAS, on February 2, 2012, the Parties entered into CSC Number 41737-Al to modify the
NRHA's Event dates for years 2012 and 2013, with the 2013 Event to occur from August 10, 2013
through August 18, 2013;
WHEREAS, in return for NRHA hosting its 2012 Event at the WRMC, the City agreed to apply
to the Texas Comptroller of Public Accounts ("Comptroller") for the creation of an events trust fund for
NRHA's 2012 Event under the provision of Texas Revised Civil Statutes, Article 5190.14 § 5C ("Act"),
Mutual Settlement Agreement and Release
1 of 10
OFFICIAI. RECORD
RECEIVED JANO3 2014
CITY SECRETARY',
tWflRTh,TX
for the purpose of seeking reimbursement of costs related to preparing for and conducting NRHA's 2012
Event;
WHEREAS, on or about February 26, 2012, the Parties executed the ETF Term Sheet to serve as
the basis for the development of the ETF Contract and, subsequently, entered into the ETF Contract
setting forth the obligations of the Parties*
WHEREAS, the Comptroller established an events trust fund for the 2012 Event in the amount
of $267,038.00 ($230,205.00 in state funds plus a $36,833.00 match by the City);
WHEREAS, pursuant to the ETF Contract the City was obligated to reimburse the City and
Company foi certain actual expense related to the 2012 Event, with NRHA to receive reimbursement after
the City had been paid for its expenses;
WHEREAS, Section 6 of the ETF Contract also required NRHA separately to pay the City an
amount equal to the City's match of $36,833.00;
WHEREAS, after the conclusion of the 2012 Event, NRHA submitted invoices to the City
seeking reimbursement for the full $267,038.00 based on actual expenses that it had incurred for the 2012
Event;
WHEREAS, the City did not have expenses foi which it sought reimbursement and, thus,
forwarded the full amount of NRHA's invoices to the Comptroller for payment;
WHEREAS, on or about February 27, 2013, NRHA informed the City that it would not be
exercising its renewal options under the License Agreement, but reiterated its commitment to proceed
with the 2013 Event;
WHEREAS, on or about May 10, 2013, NRHA informed the City, in writing, that it had decided
to cancel its August 2013 Event, resulting in a default under the License Agreement;
WHEREAS, the Parties agreed on contractual damages to the City in the amount of $110,500.00;
WHEREAS, the Parties have agreed to reduce the damages owed to the City by $6,500.00,
which reflects the amount of revenue the City was able to generate by rebooking a portion of the premises
for iginally licensed by NRHA;
WHEREAS, to partially compensate the City for the remaining $104,000.00 in damages, NRHA
has offered the City certain advertising and sponsorship benefits for a term of two years at a value of
$35,100.00;
WHEREAS, on or about August 8, 2013, the City received funds associated with the ETF
Contract totaling $267,038.00;
WHEREAS, pursuant to Section 5 of the ETF Contract, the City withheld all event trust fund
payments to NRHA due to the contractual damages owed to the City as a result of NRHA's default under
the License Agreement;
WHEREAS, to satisfy its obligation under the License Agreement, NRHA has agreed to assign
to the City a portion of the funds owed to it under the ETF Contract equal to the remaining contractual
damages owed to the City in the amount of $68,900.00 ($110,500.00 - $6 500 00 - $35,100.00);
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WHEREAS, NRHA has also agreed to assign to the City $36,833.00 of the remaining
$198,138 00 ($267,038.00 - $68,900.00) due to the NRHA in satisfaction of its obligation under Section 6
of the ETF Contract as set forth above;
WHEREAS, the Parties have agreed to resolve all remaining obligations under the ETF Contract
in accordance with the terms stated herein;
WHEREAS, the Parties hereby agree that the following terms and conditions shall constitute full
and final settlement of any and all issues associated with the ETF Term Sheet and Contract and the
License Agreement.
C.
Agreement, Release, & Covenants
NOW, THEREFORE, the Parties hereto, in consideration of the mutual covenants set forth
herein and mtending to be legally bound hereby, stipulate and agree as follows:
The recitals set forth above are true and correct and form the basis upon which the Parties
have entered into this Agreement and are incorporated herein by reference.
2. NRHA does hereby agree to provide the City with $35,100.00 in advertising and sponsorship
benefits in accordance with the terms and conditions set forth in Exhibit 1, which is attached
hereto and incorporated herein foi all purposes ("Advertising Agieement' ). Any termination
of the Advertising Agreement by the City pursuant to and in accordance with the Advertising
Agi eement shall be deemed an automatic breach of this Agreement by NRHA, in which case
the City immediately shall have the right to collect upon NRHA for any damages suffered as
a result thereof.
3. NRHA does hereby GRANT, BARGAIN, SELL, CONVEY, TRANSFER, and ASSIGN
unto the City all right, title, and interest in and to certain funds owed to the NRHA pursuant
to the ETF Contract in the amount of ONE HUNDRED FIVE THOUSAND SEVEN
HUNDRED THIRTY-THREE DOLLARS AND NO CENTS ($105,733.00). This sum
represents the $68,900.00 in contractual damages owed to the City pursuant to the License
Agreement and the $36,833.00 payment owed to the City in satisfaction of NRHA's
obligation under Section 6 of the ETF Contract.
4. The City does hereby agree to pay to NRHA the sum of ONE HUNDRED SIXTY-ONE
THOUSAND THREE HUNDRED FIVE DOLLARS AND NO CENTS ($161,305.00)
which represents full and final payment for all remaining amounts owed to NRHA pursuant
to the ETF Contract. The City shall pay this sum solely from funds received from the
Comptroller pursuant to the Act on account of NRHA's 2012 Event within thirty (30) days
after the Effective Date of this Agreement.
5. Except as set forth in Section 6 of this Agreement, the City and NRHA hereby
COMPROMISE, SETTLE, RELINQUISH, RELEASE, ACQUIT, and FOREVER
Mutual Settlement Agreement and Release 3 of 10
DISCHARGE each other from and against any and all claims, demands, debts, liens, costs,
expenses, actions, and causes of action of whatsoever nature, description of character,
whether in tort or in contract, or by virtue of the common law, statute, of regulation, known
or unknown, heretofore existing between the Parties, whether known or unknown, which may
have accrued or may accrue, on account of, arising from, or in any manner gi owing out of,
relating to, resulting from, or in any way connected to the ETF Term Sheet, ETF Contract,
the License Agreement, and any related transactions and occurrences including, but not
limited to, any and all claims for exemplary damages consequential damages, contractual
damages, economic loss, attorney's fees, and any and all damages recoverable under the laws
of the State of Texas and any and all other statutory or common law legal damages, known or
unknown.
6. Notwithstanding anything to the contrary herein, the ETF Contract, or the License
Agreement, Sections 7 (Documentation), 23 (Indemnification and Release), and 24 (Audit) of
the ETF Contract and Sections 20 (Indemnification) and 23 (Federal Copyright Act) of the
License Agreement shall not be affected by this Agreement and shall remain in full force and
effect in accordance with the terms of each respective agreement.
7. This instrument contains the entire agreement between the Parties as to the matters contained
herein and the terms of this instrument are contractual and not merely recitals. There are no
other agreements, either written or oral, and this Agreement supersedes all earlier
representations, negotiations, or agreements about this matter. The Parties acknowledge that
the covenants, promises, and representations made herein are binding on, and inure to, the
benefit of each of the Parties.
8. The Parties warrant that no promise or inducement has been offered except as set forth
herein; that this Agreement is executed without reliance upon any statement of representation
of any pet son or party's release, or its representatives, concerning the nature and extent of the
losses, injuries, damages, and/or legal liability therefore; and that the acceptance of the
consideration set forth herein is in full accord and satisfaction of all claims set forth herein.
9. It is understood that this Agreement is a compromise of a claim. The Parties desire to
compromise and settle all matters and things to avoid the hazard, inconvenience, uncertainty,
and expense of litigation.
10. The Parties represent that they have consulted, or had the opportunity to consult, an attorney
to seek legal counsel regarding the contents and effects of this Agreement. The Parties
further represent that they have been informed of the content and effect of this instrument and
that the instrument is executed as their act and deed and of their own free will.
11. The Parties represent and warrant that they are the sole owners of the claims, causes of
actions, and rights -in -action being released herein, and they have not transferred, assigned, or
otherwise encumbered said claims or any part thereto.
Mutual Settlement Agreement and Release 4 of 10
12. In the event that any provision of this Agreement is held void, voidable, or unenforceable, the
remaining portions shall remain in full force and effect.
13. 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, including all exhibits, shall be construed in accordance with the
laws of the State of Texas.
14. The Parties represent and warrant that they are over the age of eighteen (18) years, competent
to execute this Agreement, have carefully read the foregoing Agreement, and know the
contents thereof and have signed the same of their own free will and with the advice of
counsel, if applicable.
15. This Agreement may be executed in several counterparts, each of which will be deemed an
original, but all of which together will constitute one and the same instrument. A signature
received via facsimile or electronically via email shall be as legally binding for all purposes
as an original signature.
IN WITNESS HEREOF, the Parties hereto have executed this Agreement to be effective on the
Effective Date.
CITY OF FORT WORTH
by:,
usan Alanis
Assistant City Manager
Date: I 2— I � � � I 3
APPROVED AS TO FORM
AND LEGALITY:
r
av
Tyle( allach
Assistant City Attorney
ATTESTE
Mary Kayser
City Secreta`
No M&C required
Mutual Settlement Agreement and Release
NATIONAL REINING HORSE
ASSOCIATION
by:
Beth Himes
President
Date: (7J23/7013
OFFICIAL RECORD
Q\\'fl secagpor
� � Rn WORTH, TX
STATE OF TEXAS
COUNTY OF TARRANT
BEFORE ME, the undersigned authority, a Notary Public in and for the State of Texas, on this
day personally appeared Susan Alanis, known to me to be the person whose name is subscribed to the
foregoing instrument and acknowledged to me that the same was the act of the City of Fort Worth for
the purpose and consideration therein expressed and in the capacity therein stated.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this 3) day of 'at, , 20E)
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February 2.:. 014
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STATE OF (e.jaArolat §
COUNTY OF iallAa_
UttC1._ M UWIA-11
&otary Public in and for
The State of Texas
BEFORE ME, the undersigned authority, a Notary Public in and for the State of b) , on this
day personally appeared Beth Himes, known to me to be the person whose name is subscribed to the
foregoing instrument and acknowledged to me that the same was the act of National Reining Horse
Association, an Oklahoma non-profit corporation, for the purpose and consideration therein expressed
and in the capacity therein stated.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this rdda of : , 20 l .
2.3 y G�'r�n � 3
DEBORAH SHUPE
Notary Public
State of Oklahoma
CoftinNssion 0 09005178
Co � E - tee Jun 22, R017
Mutual Settlement Agreement and Release
No ary Public
The State of
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EXHIBIT 1
ADVERTISING/SPONSORSHIP AGREEMENT
1. ADVERTISING/SPONSORSHIP CONSIDERATIONS
As consideration for monies owed to the City pursuant to the License Agreement and set forth in
the Settlement Agreement, NRHA agrees to provide the City with $35,100.00 in advertising and
sponsorship benefits in accordance with the terms of this Advertising Agreement and as set forth in
Exhibit ' 1-A," which is attached hereto and incorporated herein for all purposes.
2. TERM
The term of this Advertising Agreement shall be for two years, beginning on the Effective Date
and ending on the last day of the month following two years after the Effective Date. The parties agree
and understand that any agreement to extend this Advertising Agreement beyond its original term must be
reached at least one hundied eighty (180) days prior to expiration of the original term of this Advertising
Agreement Nothing herein shall be construed as an agreement by either party to extend or negotiate to
extend the original term of this Advertising Agreement.
3. INDEMNIFICATION
NRHA HEREBY INDEMNIFIES AND AGREES TO DEFEND AND HOLD HARMLESS
FOREVER CITY AND ITS OFFICERS, REPRESETNTATIVES, DIRECTORS, EMPLOYEES,
AND AGENTS FROM AND AGAINST ANY AND ALL CLAIMS, LOSSES, DAMAGES,
JUDGMENTS, COSTS, AND EXPENSES (INCLUDING, BUT NOT LIMITED TO,
REASONABLE ATTORNEYS' FEES) OF ANY KIND ("LOSSES") ARISING DIRECTLY OR
INDIRECTLY OUT OF (I) THE NEGLIGENCE OR WILLFUL MISCONDUCT OF NRHA OR
(II) THE BREACH OF ANY REPRESENTATION, WARRANTY, OR COVENANT OF NRHA
IN THIS ADVERTISING AGREEMENT. THE OBLIGATIONS TO INDEMNIFY CONTAINED
HEREIN SHALL CONTINUE IN FULL FORCE AND EFFECT NOTWITHSTANDING THE
TERMINATION OR CANCELLATION OF THIS ADVERTISING AGREEMENT WHETHER
BY EXPIRATION OF TIME, BY OPERATION OF LAW, OR OTHERWISE.
4. TERMINATION FOR BREACH OR INSOLVENCY
4.1. Either party may terminate this Advertising Agreement, without liability to the other
party, if the other party: (1) repudiates or materially breaches any of the terms of this Advertising
Agieement; or (2) fails to make progress so as to endangei timely and proper completion of its obligations
pursuant to this "Advertising Agreement and does not correct such breach or failure within thirty (30)
days after receipt of written notice from the non -defaulting party specifying such breach or failure
4.2. Either party may terminate this Advertising Agreement, without liability to the other
party, upon the happening of any of the following or any other comparable event (1) insolvency of the
other party; (2) filing of any petition by or against the other party under any bankruptcy, reorganization
or receivership law; (3) execution of an assignment for the benefit of the other party's creditors; or (4)
appointment of any trustee or receiver of the other party s business or assets or any part thereof; unless
such petition, assignment or appointment be withdrawn or nullified within fifteen (15) days of such event.
Mutual Settlement Agreement and Release 7 of 10
4.3 In the event this Advertising Agreement is terminated, each party shall immediately take
commercially reasonable steps to promptly cease using the other party's trademarks and other intellectual
property.
5. FORCE MAJEURE
Any delay or failure of either party to perform its obligations hereunder shall be excused to the
extent that it is caused by an event or occurrence beyond its reasonable control such as, by way of
example and not by way of limitation, acts of God, actions by governmental authority (whether valid or
invalid), fires, floods, windstorms explosions, riots, natural disasters, wars, sabotage or labor problems;
provided the party claiming force majeure promptly notifies the other party of the event of force majeure,
the anticipated duration of the event of force majeure, and the steps being taken to remedy the failure
Should the event of force majeure continue beyond thirty (30) days, or such shorter time period as may be
reasonable under the circumstances, either party may terminate this Advertising Agreement.
6. COMPLIANCE WITH LAWS
Each party shall perform its obligations under this Advertising Agreement in compliance with all
applicable laws, orders or regulations of all appropriate jurisdictions.
7. NO IMPLIED WAIVERS
Failure by either party at any time to require performance by the other party of any provision
hereof shall in no way affect the r ight to require full performance any time then eafter, nor shall the waiver
by either party of a breach of any provision of this Advertising Agreement constitute a waiver of any
succeeding bleach of same or any other provision, nor constitute a waiver of the provision itself.
8. NO ASSIGNMENT
Neither party shall transfer or assign its rights or delegate its obligations under this Advertising
Agreement to a third party without the prior written approval of the other party.
9. RELATIONSHIP OF THE PARTIES
NRHA and City are independent contracting parties, and nothing contained in this Advertising
Agreement shall be deemed to create a partnership, joint venture or agency relationship between them,
nor does it giant either party any authority to assume or create any obligation on behalf of or in the name
of the other.
10. NOTICES
Any notice required or permitted to be given by either party under or in connection with this
Advertising Agreement shall be in writing and shall be deemed duly given when personally delivered or
sent by registered or certified mail, return receipt requested postage prepaid, expedited courier service, e-
mail, or by cable or facsimile, confirmed by letter, as aforesaid (a) if to City, at 3401 W Lancaster
Ave., Fort Worth, TX 76107 and (b) if to NRHA, at 3000 NW 10`h' Street, Oklahoma City, OK 73107,
unless otherwise agreed to by the pasties in writing.
Mutual Settlement Agreement and Release 8 of 10
1 1. WAIVER OF IMMUNITY.
If NRHA, as a charitable association, political subdivision, corporation, entity or individual
enterprise, has or claims an immunity or exemption (statutory or otherwise) from and against liability for
damage or injury to property or persons, NRHA, to the extent permitted by law, hereby expressly waives
its rights to plead defensively such immunity, including governmental immunity, or exemption as against
City arising under this Advertising Agreement.
12. SEVERABILITY.
If any of the provisions contained in this Advertising Agreement shall be held, for any reason, to
be invalid, illegal or unenforceable in any respect, such invalidity illegality, or unenforceability, shall be
construed as if such invalid, illegal, or unenforceable provision had never been contained herein.
13. GOVERNMENTAL POWERS.
It is understood that by execution of this Advertising Agreement, the City does not waive or
surrender any of it governmental powers or immunities.
14. CAPTIONS.
Captions and headings used in this Advertising Agreement are for reference purposes only and
shall not be deemed a part of this Advertising Agreement.
15. AUDIT
NRHA agrees that City and its internal auditor will have the right to audit, which shall include,
but not be limited to, the light to complete access to and the right to examine, the financial and business
records of NRHA that relate to this Advertising Agreement, including, but not limited to all necessary
books, papers documents records, and personnel, (collectively "Records') in order to determine
compliance with this Advertising Agreement. NRHA shall make all Records available to City at a
location in Tarrant County acceptable to both parties within thirty (30) days after written notice by City
and shall otherwise cooperate fully with City during any audit. Notwithstanding anything to the contrary
herein, this section shall survive expiration or earlier termination of this Advertising Agreement for a
period of three (3) years.
16. ENTIRE AGREEMENT
This Advertising Agreement constitutes the entire agreement between the parties relating to the
subject matter covered herein and cancels and supersedes all previous agreements between the parties
relating to the subject matter covered herein. Any modification to this Advertising Agreement must be in
writing and signed by both parties.
Mutual Settlement Agreement and Release 9 of 10
EXHIBIT 1-A
NRHA agrees to provide City with the following benefits during the term of the Agreement:
A. GENERAL ADVERTISING BENEFITS
1. Each year of the Advertising Agreement, NRHA shall provide space in twelve (12)
monthly issues of NRHA Reiner magazine at no charge foi a camera-ready one (1) page, full -color
advertisement prepared by City. Any placement upgrade charges will be the responsibility of City. City is
responsible foi providing said camera-ready full -page advertisement to NRHA based on the current
published deadlines in the NRHA Reiner Media Guide.
2. Each year of the Agreement, NRHA shall provide an opportunity to add an embedded
video file to City's NRHA Digital Reiner ad in twelve (12) monthly issues of NRHA Digital Reiner at no
charge. Embedded videos must be FLV files and are limited to 1GB per file.
3. Each year of the Agreement, NRHA shall provide space in four (4) quarterly issues of the
NRHA produced Take the Reins magazine at no charge for a camera-ready, one (1) page, full -color
advertisement prepared by City. Take the Reins magazine is published in cooperation with the
Interscholastic Equestrian Association. Any placement upgrade charges will be the responsibility of City.
City is responsible for providing said camera-ready full -page advertisement to NRHA based on the
current published deadlines in the Take the Reins Media Guide. In the event that NRHA no longer
publishes Take the Reins magazine, NRHA reserves the right to substitute alternative benefits at equal or
greater value.
B. NRHA FUTURITY & ADEQU- m NORTH AMERICAN AFFILIATE CHAMPIONSHIP SHOW
ADVERTISING BENEFITS:
1. City shall receive a no charge, camera-ready full -page, four-color advertisement prepared
by City in the NRHA Futui ity & Adequan® North American Affiliate Championship Show Program City
is responsible for providing said camera-ready full -page advertisement to NRHA based on the current
published deadlines in the NRHA Futurity Program Media Guide.
C. NRHA DERBY ADVERTISING BENEFITS:
1. City shall receive a no charge, camera-ready 6-Card Double Banner, four-color
advertisement prepared by City in both the NRHA Derby Open and Non Pro Draw Sheets. City is
responsible for pi oviding said camera-ready advertisement to NRHA based on the current published
deadlines in the NRHA Derby Draw Sheets Media Guide.
Mutual Settlement Agreement and Release 10 of 10