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INSURANCE NOT ON FILE WORK MAY NOT PROCEED N-2019-027 CLERK OF COUNCIL DATE: FEB 0 4 2019 ® AGREEMENT WITH F.H. BLACK & COMPANY, INC. TO PROVIDE TECHNICAL CONSULTANT SERVICES TO IMPLEMENT \vc�fo CAy'�' CITYWIDE BUDGET MANAGEMENT SOFTWARE THIS AGREEMENT is made and entered into this 7`s day of March, 2018 by and between F.H. Black & Company, Inc., ("Consultant'), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On May 4, 2017, the City issued a Request for Proposal ("RFP) #17-053, by which it sought consultants with extensive experience in providing budget management software for large organizations to deliver a public sector budgeting solution that supports the various needs of the budget office and City departments in the development and publication of the City's annual budget and related documents. B. Consultant's services were presented to the City as part of a responsive proposal submitted by Questica, LTD, and selected by the City. As part of the implementation of the Citywide Budget Management Software, City will purchase a separate software package from CaseWare to publish the City's budget. Consultant shall provide technical consultant services to implement and install the CaseWare software required by the City and provide additional services as required by the City. Consultant represents that it is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services which includes the initial implementation and related services to install and maintain the CaseWare software which will allow the City to automatically publish its budget book. 2. COMPENSATION a. The total amount to be expended during the term of this Agreement shall not exceed $23,949. This amount includes: 1) $10,000 for custom training of five (5) users; 2) $13,650 for seventy (70) hours of consulting at a standard hourly rate; and 3) $299 for the Questica Sync Tool. Page 1 of 8