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HomeMy WebLinkAboutAMERICAN BUSINESS INFORMATION 1-2002 IIlStiRI\~CE MID OM F~Lt WO!\K ~JihY ~J1! PROCt.ED CIIRK Of tU';l'liCll OATE: 4 --'6-~z.-. C'I)d'l- ~\+J [V, N-2002-022 ~~ (''YUt STANDARD CONSULTANT AGREEMENT THIS AGREEMENT, made and entered into this 1. ~.jjJ day of March, 2002 by and between American Business Information, a California corporation (hereinafter "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 (hereinafter "City"). --:; RECITALS A. The City desires to retain a consultant having special skill and knowledge in providing custom listing of businesses in diskette format. B. Consultant represents that Consultant 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 those services as set forth in Exhibit A to this Agreement. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit A. The total sum to be expended under this Agreement, shall not exceed $6,036.32 during the term of this Agreement. b. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on March 1,2003, unless terminated earlier in accordance with Section 12, below. The term ofthis Agreement may be extended upon a writing executed by the Executive Director of the Community Development Agency and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1 ,000,000 per occurrence. Consultant shall supply City with a fully executed additional insured endorsement in substantially the form attached hereto as Exhibit B upon execution of this Agreement and shall be approved in form by the City Attorney. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non-owned automobiles. c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance ofthe work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification oftermination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 6. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including health, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason ofthe terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 7. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation oflaw; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 8. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 9. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, California 92702-1988 telefacsimile (714) 647-6956 With courtesy copies to: Executive Director Community Development Agency City of Santa Ana 20 Civic Center Plaza (M-25) P.O. Box 1988 Santa Ana, California 92702-1988 telefacsirnile (714) 647-6549 and, City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647-6515 To Consultant: American Business Information P.O. Box 27347 Omaha, NE 68127 telefacsimile (402) 331-1505 Attn: Michelle Lesh A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, any notice, tender, demand, delivery, or other communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by telefacsimile, any notice, tender, demand, delivery, or other communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 10. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the tenus of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any tenus or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the tenus and conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 11. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 12. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property ofthe City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. DISCRIMINATION Consultant shall not discriminate because ofrace, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. JURISDICTION - VENUE This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be government and construed in accordance with the laws of the State of California. This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any ofthe clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 15. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnifY City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: DAVID N. REAM City Manager PATRICIA E. HEALY Clerk of the Council APPROVED AS TO FORM: JOSEPH W. FLETCHER City Attorney ( D FOR APPROVAL: CONSULTANT John P. Ree tin Executive lrector Community Development Agency City of Santa Ana Michelle Lesh Account Executive American Business Information Employer ID # or Individual SS # '. .....^merican us,ness vsts. ........~ V':r;1 L.VVtC. v..... VUc-~'1 .L"'~VUU.t\. PAGE 1 0[' 5 ""',' EXHIBIT A "MmcmR Busi~ss-To-Busin..s MarketinR Possible- FRCN: MIO-IEU..E LESH ============================================================================== MATRIX FOR: 01100805-015 DOO~PHICS S&ECTED --------------------- TOTAL REOJRUS : ZIP+4 8.EDESS STAlU5: 14842 EW. sm: ALL ~ SI'LES VQ.: AlL i<B..A'K 14763 - 99.46 % 1191 \1'AR fllXE): .cu SITE# DLf'E CUT o:Jl? EM".: AlL ~ o:Jl? SLS.: ALL i<B..A'K ro SIZE: ABC 0 ltB..A~ BLGIN:SS STATUS: 1 2 3 .~ a1IT BlJ't.IK AOCRESSES (}IE KEY EXEClJITVE PER Cl:H'1'M' (11I-ERE AVIUtJI3lE) GEIl:ER: .cu FAX F'i-O'ES FN) am< FAX Pffl'.IES ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ I ZIP ZIP ZIP ZIP ZIP ZIP ZIP ZIP lNMlRY 92701 92702 92703 92704 92705 92706 92707 92708 -------------------------------------------------------------------------------- .cu 2165 4 1201 2361 4171 899 14-50 2518 -------------------------------------------------------------------------------- TOTI'L I 2165 4 1201 2361 4171 899 1450 2518 -------------------------------------------------------------------------------- IN[)JSlRY I ~711 ZIP ZIP ZIP ZIP TOTAl 92712 92728 92735 92799 ---------------------------------------------------------------- .cu 28 1 18 7 19 14842 ---------------------------------------------------------------- TOTI'L I 28 1 18 7 19 14842 ---------------------------------------------------------------- - -_...~.....--- --.--... ........VUU4"1. !JAU~ 2 OF'.5':"'f:_.r,-::.~,,0l,.~'- ------------------------------------------------------------------------------ 1M IN)JSlRV DESCRlPTION --------------------~--~-------------------------------------------------~---- ffifffi TOTft.: 14,842 - -.------- --.--... _4..................." J:-'.A.Lrt:. ;:s. Ut. b SALES LEADS PROPOSAL '. Proposal No. 01100805 March 02, 2002 Prepared for: MELISSA ALVA CITY OF SANTA ANA 20 CIVIC CENTER PLZ M-25 SANTA ANA, CA 92701 714-/64-7-6525 Your Account Executive: MICHELLE LESH Comments: THIS PRICE INCLUDES 14,842 RECORDS. WE WILL NEED A PURCHASE ORDER TO BILL NET 30. THANK 'r'OU, MICHELLE LESH 800 5555335 X3844 American Business Information maintains the nation's finest database of 10 million businesses. This database is compiled from over 5,000 Yellow Page directories, business white pages, annual reports, SEC documents, and hundreds of other publicly available resources. We then verify this information with over 14 million personal telephone calls every year. The result is the most accurate list of businesses available.. anywhere. We welcome the opportunity to put our lists to work for you "MokinR B",iness-T<>-B"sin!:SS Marketing Possibl,' A Division of American Business Information, Inc@ 5711 So. 86th Circle ~ P.O. Box 27347 * Phone: (800) 555-5335 Fax: (4-02) 331-1505 NASDAQ: nBn Omaha, NE 68127 E-Hail: lists@abii.com -~._.............~~ Pl\lic.. '!l. U1" b Proposal No. 01100805 Date: Harch 02, 2002 Account Executive: MICHELLE LESH For: MELISSA ALVA CITY OF SANTA ANA 20 CIVIC CENTER PLZ 1'1-25 SANTA ANA, CA 92701 714-/64-7-6525 We are pleased to provide the following Proposal for sales leads: LIST SPECIFICATIONS '. TYPE OF BUSINESS SIC Code All SICs selected Title GEOGRAPHIC AREA State CALIFORNIA Selected areas Zip codes 92701 SANTA ANA 92702 SANTA ANfl 92703 SANTA ANA 9270'+ SANTA ANA 92705 SANTA ANA 92706 SANTA ANA 92707 SANTA ANA 92708 FOUNTAIN VALLEY 92711 SANTA ANA 92712 SANTA ANA 92728 FOUNTAIN VALLEY 92735 SANTA ANA 92799 SANTA ANA OTHER SELECTIONS Criteria Headquarters branch Selections Headquarters Branch Subsidary headquarters Blank Address Omit blank address Ad size Regular listing Bold listing In column space Ad Display Ad Blank Year added Only where available FORMAT(S) DESIRED - Format Diskette Description Straight zip sequence HS DOS 3.5" HD Quote comma quote ~ Division of American Business Information, Inc@ 5711 So. 86th Circle * P.O. Box 27347 * Phone: (800) 555-5335 Fax: (402) 331-1505 NASDAQ: ABII Omaha, NE 68127 E-Hail: lists@abii.com ~~ut b Ur 5 Proposal No. 01100805 Date: March 02, 2002 For: MELISSA ALVA CITY OF SANTA ANA 20 CIVIC CENTER PlZ M-25 SANTA ANA, CA 92701 71~/6~7-6525 Account Executive: MICHELLE LESH ~ TOTAL COUNT: 14,842 names PRICE: $3,046.40 plus shipping charges To accept this proposal, please sign and date below and fax to (~02) 331-1505. This proposal is valid for 7 business days from the above date. x _ Authorized Signature Date A Division of American Business Information, Inc@ NASDAQ: ABII 5711 So. 86th Circle * P.O. Box 27347 * Omaha, NE 68127 Phone: (800) 555-5335 Fax: (402) 331-1505 E-Mail: lists@abii.com ~ Monthly Updates SUbscrIptIon Agreement Cdhlpliltellnd fall: back to 4021537-60911 CU$tomor Infonnatlol1: Name: Company: Address: City: Phone: E-MaIl : Melissa Alva City of Saht<l Aha 20 Civic CeHter Plz M-25 Santa Ana. (714) 647-6525 Slate: CA Fax: lJate: Mlltl:h 4, 2002 List # update 1100605 Rep: ~Ichell~ Lash Zip: 92701 YoUr leads will be Ofthll following selects: Your license will run trtlm: _ Adds &Changes ..2L.Adds. Chanlles &.Ollletes March 2002 fll March 2003 (6 monlh minimum) [tlduslry: All Geogrnphy; Santa ArIa other: Product: IJlske!te Special: .. Your Hal New leads 1'1111 ba detlvered: ~Monthly _Eve~OlherMonth You 1'111I receive this phXIUl:ll/la: x UPS - BBS/lnternet' Other -'Bas ortl.... are l>0$!il~ Ibr ~ days, Ihere Ii e raltln chatlJe ~ an otdar _ QUatteHy You will receive updatss for 12 months from March 2002 - March 200a. The tolal price for updates 1'1111 be $2,989.92 j249.16 pet moHltl. I would like to pay: Charge my Credit Card (complete below) - VisA MasterCard G3rd'#: - SecUrity Presence Value #: Name 01", Card: AMEX - explratlon: ~ InvoIce me (net 30) _ Pre-paid Looks Good Toille J / CUZ??-<-~ (Signature) My slgnaluro ",!hI. dOCUlrl<a1tconft,,,,, my UndB<3lahdl~g and agreement v.1th lhotol111S and cohdltlbn~ llutilnad obove. 'W. will review }'Out sUbotrlpUbn apphlk!rnalely evary olx monll1s io en.ure1l1al your records gaMehllad ehd Pric,," "to .ctU~Ia. . N",",",.m ftJmlshod for th. ct;i1MBnllal Use 01 tho pUtt;ha.ero"Iy. ThO)' arB nolto bo uo,d to ctll1plle otpteparall..., maK<ain,g ald. or any other II-Il!l brdlracfot>3s IlItended to be scjd or provided to lhlrd petites. 'We \\11I not ~'Uo ctedl311r rs!IJnd. oM any I:n>peyrneMI. ~rly amcella'Jone Will be oh<llged 45Y. tlI' lha remaining tuI vallia c1jJ1. agrealnent --"- ..'~~-.'. - T ..... , ......r..-,..-.." ,..-......<-. -' EXHIBIT B ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy # relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional insureds") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant ifnot so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) , this endorsement form as a part of Effective Policy # Issued to Named Insured Countersigned by Authorized Representative