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AGREEMENT FOR PHASE IIs� AGREEMENT FOR PHASE II THIS AGREEMENT ("Agreement") is made and entered into on the ( 5�` day of _�u w�s' , 2012 ("Effective Date"), by and between Dr. Robert Marbut ("Consultant") and the City of Clearwater, Florida, ("City") (collectively, "Parties"). WITNESSETH: NOW, THEREFORE in consideration of the promises and covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: 1. Consultant Duties. Consultant shall furnish all materials and perform all of the work for: Framing and implementation of approved Action Steps in full and complete accordance with this agreement ("Project"). 2. Scope of Work. The scope of work for the Project ("Scope of Work") shall be as set forth in Appendix A. Where not clearly specified in the Scope of Work, the, format and level of detail for deliverables shall be mutually agreed upon by the Parties. 3. Schedule. Consultant shall perform the Scope of Work and complete the Project in accordance with the schedule set forth in the Scope of Work. 4. Term. 'The term of this Agreement ("Term") shall commence on the Effective Date and, unless earlier terminated as provided herein, shall remain in full force and effect until Consultant has fully performed its obligations under this Agreement and the City has acknowledged such performance in writing. 5. Payment. (a) (a) Provided Consultant faithfully performs his obligations contained in this Agreement, the City shall pay Consultant a monthly consulting fee of five thousand three hundred dollars ($5,300), provided, however, that the total consulting fee for the Term shall not exceed thirty-one thousand eight hundred dollars ($31,800) without the prior written consent of the City. Provided"Consultant faithfully performs his obligations contained in this Agreement, the City shall reimburse Consultant for travel expenses � as follows: (i) four hundred and twenty-five dollars ($425) for air travel per site visit to Clearwater, provided, however, that the total reimbursement for air travel during the Term shall not exceed four thousand two hundred and �fty dollars ($4,250) without the prior written consent of the City; (ii) thirty-one dollars and fifty cents ($31.50) per day for car rental during site visits to Clearwater, provided, however, that the total reimbursement for car rental including gas during the Term shall not exceed � two thousand one hundred and fifty-eight dollazs ($2,158) without the prior written consent of the City; (iii) hotel costs capped at government rate plus any applicable taxes during site visits to Clearwater, provided, however, that the total reimbursement for hotel costs during the Term shall not exceed six thousand five hundred and twenty-three dollars ($6,523) without the prior consent of the City; and (iv) the GSA per diem rate for meals of fifty-one dollars ($51) per day during site visits to Clearwater and other miscellaneous expenses during the Term shall not exceed three thousand six hundred and ninety-two dollars ($3,692) without prior written consent of the City. (b) Consultant shall invoice the City on a monthly basis for the previous month's consulting fee and for travel expenses incurred during the previous month for which Consultant is requesting reimbursement. Provided Consultant has performed the work required by this Agreement and is otherwise in compliance with the terms and conditions of this Agreement, the City shall pay Consultant the amount due pursuant to this Agreement within thirty (30) days of receipt of such invoice. The monthly invoice shall include the number of hours worked in the previous month, the number of days in Clearwater on site visits during the previous month, and a detailed accounting of travel expenses incurred during the previous month, including receipts for all travel expenses. 6. Indemnification. (a) Consultant shall defend at its expense, pay on behalf of, hold harmless and indemnify the City, its officers, employees, agents, elected and appointed officials and volunteers (collectively, "Indemniiied Parties") from and against any and a11 claims, demands, liens, liabilities, penalties, fines, fees, judgments, losses and damages (whether or not a lawsuit is filed) including, but not limited to, costs, expenses and attorneys' and experts' fees at trial and on appeal, for damage to property or bodily or personal injuries, including death at any time resulting therefrom, sustained by any person ar persons, which damage or injuries are alleged or claimed to have arisen out of or in connection with, in whole or in part, directly or indirectly: (1) The performance of this Agreement by Consultant or its agents, representatives, or subcontractors; or (2) The failure of Consultant or its agents, representatives, or subcontractors to comply and conform with applicable Laws (as hereinafter defined); or (3) Any negligent act or omission of Consultant or its agents, representatives, or subcontractors; or (4) Any reckless or intentional wrongful act or omission of Consultant or its agents, representatives, or subcontractors. 2 (b) The provisions of this Paragraph 6 are independent of, and will not be limited by, any insurance required to be obtained by Consultant pursuant to this Agreement or otherwise obtained by Consultant, and shall survive the expiration or earlier termination of this Agreement with respect to any claims or liability arising in connection with any event occurring prior to such expiration or termination. 7. Insurance. (a) Consultant, at its expense, shall keep in force and maintain the minimum types and amounts of insurance coverage as provided below: (1) Professional Liability Insurance. Errors and omissions liability insurance appropriate to Consultant's profession with a minimum limit of $500,000 per occurrence. If coverage is on a"Claims Made" basis, it must include the Retro date of coverage. (2) General Liability Insurance. Commercial general liability insurance with a minimum limit of $500,000 per occurrence. Such general liability insurance shall cover contractual liability under this Agreement, bodily injury, and property damage. Coverage must be written on an occurrence basis. (3) Commercial Auto Liability Insurance. Commercial auto liability insurance to cover hired and non-owned vehicles. Consultant may maintain commercial auto liability insurance as part of Consultant's commercial general liability insurance. Coverage must be written on an occurrence basis, with the following limits of liability: Bodily injury Property damage Each occurrence $1,000,000 Each occurrence $100,000 (b) All insurance companies furnishing insurance coverage required by this Agreement shall be licensed and authorized to do business under the laws of the State of Florida and have no less than an"A-" Financial Rating and a Financial Size Category of "Class VIII" or higher according to the most current edition of Best's Insurance Reports. (c) Consultant shall provide the City with Certificate(s) of Insurance on all the required policies of insurance and renewals thereof in a form(s) acceptable to the City. Upon request by the City, Consultant shall provide the City with copies of all such policies. All policies (except Professional Liability) shall name the Indemnified Parties as additional insured. (d) All policies shall provide that the insurance company shall provide the City at least thirty (30) days prior written notice of any reduction of, cancellation of, or 3 substantial change in the policy. Consultant waives any right to recover against the Indemnified Parties for any claims covered by Consultant's policies of insurance. This provision is intended to waive fully, and for the benefit of the Indemnified Parties, any rights or claims which might give rise to a right of subrogation in favor of any insurance carrier. 8. General Provisions. (a) Unless and to the extent otherwise provided in this Agreement, all notices, demands, requests for approvals and other communications which are required to be given by either party to the other shall be in writing and shall be deemed given and delivered on the date delivered in person to the authorized representative of the recipient provided below, upon the expiration of five (5) days following the date mailed by registered or certiiied mail, postage prepaid, return receipt requested to the authorized representative at the address provided below, or upon the date delivered by overnight courier (signature required) to the authorized representative at the address provided below. CITY: City of Clearwater William Horne City Manager 112 S. Osceola Avenue Clearwater, FL 33756 C K�]► f.Y I1 i� l�: �� f� W Dr. Robert Marbut 6726 Wagner Way San Antonio, TX 78256 (b) No term or condition of this Agreement shall be deemed waived, and no breach of this Agreement excused, unless the waiver or consent is in writing signed by the party granting such waiver or consent. (c) This Agreement does not make either party an agent or legal representative of the other party, and does not create a partnership or joint venture. The Parties are independent contractors and principals for their own accounts. 9. Subcontractors. Consultant shall not engage or utilize any subcontractors in connection with the Project without the prior written consent of the City. 10. Deliverables. The City shall solely own all right, title and interest in and to the deliverables provided by Consultant pursuant to this Agreement, including but not limited to patent, copyright, trademark and other intellectual property rights therein. Without 4 limiting the generality of the foregoing, the City shall own all right, title and interest in and to progress reports and the Action Plan (as described in the Scope of Work). 11. Severability. In the event that any provision or portion of this Agreement shall be found to be invalid or unenforceable, such provision or portion shall be considered severable and the remainder of this Agreement shall not be affected thereby if such remainder would then continue to conform to applicable Laws. The invalidity or unenforceability of any provision or portion of this Agreement shall not affect the validity or enforceability of any other provision or portion of this Agreement. 12. Assignment. Consultant shall make no assignment of any of its rights, duties, or obligations under this Agreement without the City's prior written consent (which consent may be withheld by the City in its sole and absolute discretion), it being understood by and between the Parties that the services to be performed by Consultant are unique and that with respect to such services, Consultant is deemed to be an independent contractor. 13. Termination. This Agreement may be terminated at any time by the City with or without cause upon written notice to Consultant. If this Agreement is terminated, the City shall be responsible only for the consulting services actually rendered and expenses actually incurred. 14. Governing Law and Venue. This Agreement shall be interpreted and construed in accordance with the laws of the State of Florida and shall inure to and be binding upon the Parties hereto, their successors and assigns. Venue for any action brought in state court shall be in Pinellas County. Each party waives any defense, whether asserted by motion or pleading, that the aforementioned court is an improper or inconvenient venue. Moreover, the Parties consent to the personal jurisdiction of the aforementioned court and irrevocably waive any objections to said jurisdiction. 15. Amendment. This Agreement may be amended only in writing executed by the Parties. 16. Entire Agreement. This Agreement constitutes the entire agreement between the Parties and supersedes all prior or contemporaneous agreements (whether oral or written) between them. 17. Compliance With Laws. Consultant shall comply with all applicable federal, state, and local laws, ordinances, rules and regulations, and the federal and state constitutions, (collectively, "Laws"). Consultant shall also comply with City policies and procedures, including but not limited to policies and procedures related to security and internet access. 18. Third Party Beneficiary. No persons other than Consultant and City (and their successors and assigns) shall have any rights whatsoever under this Agreement. 19. Liens. Consultant shall not take any action that will result in a lien being placed against any City property. 5 20. No Construction Against Preparer of Agreement. This Agreement has been prepared by the City and reviewed by Consultant and its professional advisors. The City, Consultant and Consultant's professional advisors believe that this Agreement expresses their agreement and that it should not be interpreted in favor of either the City or Consultant or against the City or Consultant merely because of their efforts in preparing it. 21. Use of Name. Consultant shall not use the City's name in conjunction with any advertisement, marketing, reference, or publication without the written consent of the City. 22. Non-appropriation. The obligations of the City as to any funding required pursuant to this Agreement shall be limited to an obligation in any given year to budget, appropriate and pay from legally available funds, after monies for essential city services have been budgeted and appropriated, sufficient monies for the funding that is required during that year. Notwithstanding the foregoing, the City shall not be prohibited from pledging any legally available non-ad valorem revenues for any obligations heretofore or hereafter incurred, which pledge shall be prior and superior to any obligation of the City pursuant to this Agreement. 23. City Consent and Action. (a) For purposes of this Agreement, any required written permission, consent, acceptance, approval, or agreement ("Approval") by the City means the approval of the City Manager or his authorized designee, unless otherwise set forth in this Agreement or unless otherwise required to be exercised by City Council pursuant to the City Charter or applicable Laws. (b) For purposes of this Agreement, any right of the City to take any action permitted, allowed, or required by this Agreement may be exercised by the City Manager or his authorized designee, unless otherwise set forth in this Agreement or unless otherwise required to be exercised by City Council pursuant to the City Charter or applicable Laws. 24. Captions. Captions are for convenience only and shall not control or affect the meaning or construction of any of the provisions of this Agreement. 25. Records Retention. Consultant shall maintain the books and records that relate to this Agreement for four (4) years from the date of final payment under this Agreement. Such books and records shall be subject to audit, at any reasonable time and upon reasonable notice, by the City or City Auditor or their duly authorized representatives. Financial books and records shall be prepared in accordance with generally accepted accounting principles. 6 26. Survival. All obligations (including but not limited to indemnity obligations) and rights of any party arising during or attributable to the period prior to expiration or earlier termination of this Agreement shall survive such expiration or earlier termination. 27. Appendices. Each appendix to this Agreement is an essential part hereof and is incorporated herein by reference. IN WITNESS WHEREOF the Parties hereto have executed this Agreement on the day and date first above written. CITY OF CLEARWATER, FLORIDA Attest: By: --� By:��-/K Q.h K-- �`��.. Rosemarie Call, City Clerk Print: William B. Horne, II Title: Ci Mana er DR. ROBERT MAR�,BUT / By: '`A Appr e to orm and Content: By: Pamela K. Aki City Attorney 7 %� �"'� ' ,��� i � ,�.,�-�, �� i �;� • �,° �-�:�: i ` �� � � ,. , �� ���� +I� ��� ,; . Appendix A— Scope of Work Scope of Work Phase II — Framing and Implementation of Approved Action Steps: Strategic Framin,� Marbut Consulting would help to strategically frame the approved action steps for the City of Clearwater into tactical level actionable activities. This process would include meetings with government staff inembers, elected officials, businesses, faith-based entities, civic groups, educational groups and other agencies to develop "buy- in" of the action steps as well as extensive "work-on-the-street" with homeless individuals. Help to Facilitate the Implementation ofAction Steps• Marbut Consulting would help the City of Clearwater to implement the approved action steps in the following functional areas: • Help facilitate a change in the "culture" of how Clearwater addresses homelessness • Help to realign service magnets • Provide input regarding ordinance and rule changes • Help with the enforcement of new ordinances • Help to implement a comprehensive no-trespass system • Help with community-wide outreach and participation • Help with street level outreach • Coordinate with other agencies � Identify defensible design opportunities • Identify taac credit opportunities • Help to provide sustainability of the overall system Help Train Citv of Clearwater Employees: In an effort to establish sustainability, Marbut Consulting would help train City of Clearwater employees, including providing extensive training to the City of Clearwater's Homeless Initiative Coordinator. Close-out Presentation to the Citv Council and/or the Citv's Staff'Homeless Work Group • Marbut consulting will make close-out presentations outlining action steps taken to-date and recommended future action steps to the City Council and Staff. Time Frame: The time frame for this scope of work would be six months, starting June 1, 2012 ending November 30, 2012. 8