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HomeMy WebLinkAboutStaff Report 3.K 06/05/2017DATE: June 5, 2017 Agenda Item #3.K TO: Honorable Mayor and Members of the City Council through City Manager FROM: Dan J — Director, Public Works and Utilities Leah Walker . . — Environmental Services Manager SUBJECT: Resolution Authorizing the City Manager to Execute a Professional Services Agreement with Daily Acts for Outreach Services for the Water Conservation and Storm Water Programs RECOMMENDATION It is recommended that the City Council adopt the attached Resolution Authorizing the City Manager to Execute a Professional Services Agreement (PSA) with Daily Acts for Outreach Services for the Water Conservation and Storm Water Programs. BACKGROUND The City manages a comprehensive public education and outreach program to meet regulatory conditions of its water conservation and storm water programs. To implement its water conservation and storm water public education and outreach program, the City relies upon the guidance, recommendations and mandates outlined in the City of Petaluma's Water Conservation Plan (WCP), the General Plan, the 2015 Urban Water Management Plan (UWMP), the National Pollutant Discharge Elimination System (NPDES) General Permit for Municipal Separate Storm Sewer Systems (MS4), and ever - changing State regulations. The WCP states that water conservation is the most cost effective and economical means to offset surface and groundwater sources currently available to the City of Petaluma, and identifies a public education and outreach program as necessary to help the City achieve this goal. In addition, the storm water program has specific public education and outreach requirements set by Section E.7 of the City's MS4 permit. The program elements are designed to raise storrn water pollution awareness in target audiences, thereby encouraging the community to reduce pollutants discharges to stormwater. Since 2006, the water conservation public outreach program has consisted of successful hands - on workshops, tours, surveys, and seminars in topics such as sheet mulching, water efficient landscaping, watershed education, and general water conservation education. These outreach efforts, paired with the City's incentive -based water conservation programs have resulted in measurable water savings and public participation. In 2014, the City expanded its public education and outreach program to address increased regulatory requirements for storm water. Part of the MS4 permit requirements for public outreach includes the establishment of a Program Effectiveness Assessment and Improvement Plan to verify outreach to target audiences. The proposed action meets Council Goal: `Continue to develop the City's website and social media to allow for more efficient and interactive communication between residents and City departments.' DISCUSSION In order to meet the comprehensive outreach requirements of the water conservation and storm water programs and to continue the current level of service provided to City customers, consulting services are relied upon for outreach campaigns associated with each program. The City has contracted with Daily Acts since 2006 to assist in outreach for the water conservation program, and since 2014 for storm water outreach. Daily Acts has offered a comprehensive outreach program that includes hands -on workshops, tours, surveys and seminars in topics such as sheet mulching, water efficient landscaping, watershed education, and general water conservation and storm water education. Daily Acts is familiar with the City's conservation and storm water program requirements, provides similar service to other municipalities in Sonoma County, and adapts their outreach material to fit the needs of the community and current regulations. In 2014, a Request for Proposal was issued for the public outreach services for water conservation and stormwater pollution prevention and was circulated among 11 interested vendors and advertised in the Argus Courier. However, the only proposal submitted was from Daily Acts. On September 30, 2014, the City awarded a three -year agreement with Daily Acts in an amount not to exceed $68,180.00 per year. During the term of the agreement Daily Acts met all staff expectations and public feedback of their programs was very positive. Based on their ongoing satisfactory services and cost proposal, it is recommended that a three - year agreement for outreach services be awarded to Daily Acts. Daily Acts' performance has been exemplary and uniquely suited to provide the level of professional support required. With a large number of active community volunteers, and experience with similar outreach needs for the surrounding municipalities, Daily Acts is very qualified to continue to provide the required services. Daily Acts, a Petaluma based non -profit environmental educational organization, specializes in teaching water conservation and other environmental principals to local residents and businesses through outreach and demonstration projects. Qualified professional volunteers augment Daily Acts staff to provide these services, thus providing an economical delivery of services. These volunteers include specialists in landscape, grey water and rainwater harvesting, permaculture, and related water conservation and environmental practices. In addition to their professional volunteers, Daily Acts has a large pool of volunteer labor from the community for special projects. Daily Acts has demonstrated their leadership in environmental education and outreach in our region. Daily Acts also works with the Sonoma -Marin Saving Water Partnership and several neighboring cities including the Town of Windsor, Sonoma County Water Agency, and the Cities of Cotati, Healdsburg, Sebastopol and Santa Rosa. The scope of work, includes development and implementation of education and outreach programs aimed at reducing water use and storm water pollution through the following activities: workshops, presentations and events; Community Resilience Challenge; public demonstration 2 gardens; and education and outreach. Specific services include flexible program development, planning, marketing, and promotion, execution, follow -up and evaluation. The scope of services adapts the new State message for the conservation program, "making conservation a way of life." Outreach has been modified from the current agreement to offer program flexibility as consumer trends and regulatory requirements change. In addition to Mulch Madness, participants will be offered one -on -one water efficient landscape maintenance training. The storm water program outreach efforts will focus on identified sources of pollution and the results of public knowledge surveys. The updated scope allows staff to address changes in program goals and regulations, and to modify programs based on effectiveness and past public participation. The public education and outreach program will have dual messaging for water conservation and storm water, and will utilize the City's website and social media platforms for easy access by residents. The proposed public education and outreach program continues to build upon the existing successes of the water conservation and storm water programs, and will assist the City in meeting the related goals and objectives as outlined in the WCP, the 2015 UWMP, the City of Petaluma General Plan, and the NPDES MS4 permit. FINANCIAL IMPACTS The proposed contract expenditure is $72,856.50 per year through fiscal year 2019/2020, $59,742.50 from the water conservation budget (6700.67200.54130) and $13,114 from the storm water budget (6800.68100.54140). These expenditures were anticipated and are currently included in the City's FY 17/18 proposed budget. ATTACHMENTS 1. Resolution 2. Professional Services Agreement and Scope of Services (Exhibit A) Attachment 1 RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH DAILY ACTS FOR OUTREACH SERVICES FOR THE WATER CONSERVATION AND STORM WATER PROGRAM WHEREAS, the Water Demand and Supply Analysis, developed in support of the 2025 General Plan, recommended a cost effective water conservation program that met sustained water offset requirements; and WHEREAS, the Water Conservation Plan was adopted by the City Council in 2008 and has been developed to offset supply by 448 million gallons per year, with nineteen water conservation measures; and WHEREAS, the City of Petaluma's water conservation program is designed to improve the water use efficiency of its customers by offering innovative conservation programs; and WHEREAS, the City of Petaluma's storm water program is required by the State Water Resources Control Board to meet the requirements of Section E.7.a. of the Phase II Small Municipal Separate Storm Sewer Systems (MS4) General Permit; and WHEREAS, facilitating conservation and storm water outreach program with online resources through the City's website and social media supports the efficient and interactive communication between residents and City departments; and WHEREAS, the ongoing water conservation and storm water pollution prevention education outreach program assists residential, commercial, industrial and institutional customers in conserving water and preventing storm water pollution and will help the City meet the requirements of the Water Conservation Plan, the General Plan 2025, the Urban Water Management Plan 2015 and the National Pollutant Discharge Elimination System MS4 permit; and WHEREAS, funding for this education and outreach program will come from the budgets for the City of Petaluma's water conservation and storm water programs; and WHEREAS, Daily Acts, a local non - profit educational organization, has successfully managed and implemented the City's water conservation education outreach activities since 2006 and storm water outreach since 2014 and has demonstrated their organization to be a leader in environmental education and outreach in our area; and WHEREAS, on September 30, 2014, the City awarded a contract with Daily Acts for three years in an amount not to exceed $68,180.00 per year; and WHEREAS, the option to extend the current contract in lieu of executing a new agreement was not considered as the scope of work has changed and Daily Act's labor rates have increased; and al WHEREAS, a bidding process for the outreach needs was not pursued because Daily Acts' performance has been exemplary, they submitted the only proposal when staff put the project out for bid in 2014, they are uniquely suited to provide the level of professional support outlined in the scope of services, and they perform similar outreach needs for the surrounding municipalities; and WHEREAS, City staff, upon careful review of the submitted proposal for completeness and competency, recommends execution of a Professional Services Agreement with Daily Acts for outreach services for the water conservation and storm water programs. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Petaluma hereby authorizes the City Manager to execute the Professional Services Agreement with Daily Acts for Outreach Services for the Water Conservation and Storm Water Programs attached as Exhibit A to this resolution and incorporated herein by reference in an amount not to exceed $72,856.50 per year for a three year term terminating June 30, 2020, upon provision of certificates of insurance and other required documentation acceptable to the City Attorney and City Risk Manager. Attachment 2 - Exhibit A to Resolution PROFESSIONAL SERVICES AGREEMENT Outreach Services for the Water Conservation and Storm Water Programs (Title of Project) FY 17/18 Fund # 6700 Cost Center 67200 Object Code Project # 54130 Amount $59.742.50 For multi -year contracts or contracts with multiple accounts: FY 17/18 Fund # 6800 Cost Center 68100 Object Code Project# 54140 Amount $13.114 FY 18/19 Fund # 6700 Cost Center 67200 Object Code Project # 54130 Amount $59.742.50 FY 18/19 Fund # 6800 Cost Center 68100 Object Code Project# 54140 Amount $13,114 FY 19/20 Fund # 6700 Cost Center 67200 Object Code Project # 54130 Amount $59.742.50 FY 19/20 Fund # 6800 Cost Center 68100 Object Code Project # 54140 Amount $13,114 THIS PROFESSIONAL SERVICES AGREEMENT (" Agreement") is entered into and effective as of , 20 ( "Effective Date "), by and between the City of Petaluma, a city use only) municipal corporation and a charter city ( "City ") and Daily Acts, a local not - for - profit environmental education awareness organization ( "Consultant ") (collectively, the "Parties "). WHEREAS, the Parties enter into this Agreement for the purpose of Consultant providing professional services to City under the terms and conditions set forth herein. THEREFORE, in consideration of the mutual covenants contained in this Agreement, the Parties agree as follows: Services. Consultant shall provide the services as described in and in accordance with the schedule set forth in Exhibit "A" attached hereto and incorporated herein ( "Services "). 2. Compensation; Business Tax Certificate. A. For the full performance, of the Services as described herein, City shall compensate Consultant in accordance with the rates specified in Exhibit A. B. Consultant shall submit detailed monthly invoices reflecting all services performed during the preceding month, and including a revised schedule for performance and additional documentation requested by City, as applicable. C. Consultant shall be compensated for services in addition to those described in Exhibit A, only if Consultant and City execute a written amendment to this Agreement describing the additional services to be performed and the compensation to be paid for such services. In no case shall the total compensation under this Agreement exceed $72,856.50 without prior written authorization of the City Manager. Further, no compensation for a section or work program component attached with a specific budget shall be exceeded without prior written authorization of the City Manager. D. Notwithstanding any provision herein, Consultant shall not be paid any compensation until such time as Consultant has on file with the City Finance Department a current W -9 form available from the IRS website (www.irs.aov) and has obtained a currently valid Petaluma business tax certificate. PROFESSIONAL SERVICES AGREEMENT (609321) March 2017 I E. City's obligation to pay compensation to Consultant as provided herein is contingent upon Consultant's performance of the Services pursuant to the terms and conditions of this Agreement and any amendments thereto. 3. Term. The term of this Agreement commences on the Effective Date, and terminates on June 30, 2020, unless sooner terminated in accordance with Section 4. Upon termination, any and all of City's documents or materials provided to Consultant and any and all of the documents or materials prepared for City or relating to the performance of the Services, shall be delivered to the City as soon as possible, but not later than fourteen (14) days after termination of the Agreement. 4. Termination. City may terminate this Agreement without cause upon ten (10) days' written notice. City may immediately terminate or suspend this Agreement for cause. Cause for immediate termination or suspension shall include, but not be limited to, any breach of this Agreement by Consultant or Consultant's bankruptcy or insolvency. Upon receipt of notice of termination or suspension for cause, Consultant shall immediately stop all'work in progress under this Agreement. In the event of early termination of this Agreement by City, Consultant shall be entitled to payment for all Services performed to the date of termination to the extent such Services were performed to the satisfaction of City in accordance with the.terms and conditions of this Agreement. If City terminates this Agreement for cause, Consultant shall be liable to City for any excess cost City incurs for completion of the Services. Consultant's Representation; Independent Contractor. Consultant represents that Consultant possesses distinct professional skills in performing the Services. City has relied upon said representation as a material inducement to enter into this Agreement. Consultant shall, therefore, provide properly skilled professional and technical personnel to perform all Services under this Agreement. It is expressly understood that Consultant and its agents and employees, shall act in an independent capacity and as an independent contractor and not as officers, employees or agents of City. This Agreement shall not be construed as an agreement for employment. 6. Facilities and Equipment. Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing Services pursuant to this Agreement. City shall furnish to Consultant no facilities or equipment, unless the City otherwise agrees in writing to provide the same. 7. Licenses, Permits, Etc. Consultant shall, at Consultant's sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits or other such approvals which are legally required for performing the Services. Time. Consultant shall devote such time to the performance of the Services as may be reasonably necessary for satisfactory performance of Consultant's obligations pursuant to this Agreement. Inspection. Consultant shall provide the City every reasonable opportunity to ascertain that the Services are being performed in accordance with the requirements and intentions of this Agreement. All work done and materials furnished, if any, shall be subject to 2 PROFESSIONAL SERVICES AGREEMENT (60932 1) March 2017 inspection and approval by the City. The inspection of such work shall not relieve Consultant of any of its obligations pursuant to this Agreement. 10, Progress Reports. Upon the City's request, Consultant shall provide, in a form acceptable to City, written progress reports of all oral and written observations, opinions, recommendations, analyses, progress and conclusions related to Consultant's performance of the Services. 11. Confidentiality. In the course of Consultant's employment, Consultant may have access to trade secrets and confidential information, disclosure of which is protected or limited by law. Consultant shall not directly or indirectly disclose or use any such confidential information, except as required for the performance of the Services. 12. Conflict of Interest. Consultant represents that it presently has no interest, and covenants that it shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services hereunder. Consultant further covenants that, in the performance of this Agreement, it shall not employ any subcontractor or person having such a conflict of interest. Consultant represents that no one who has or will have any financial interest under the Agreement is an officer or employee of City. If such conflict of interest arises during this Agreement or any extension, Consultant will immediately advise City and City may, at its sole discretion, immediately terminate this Agreement. Certain Consultants are subject to the requirements, including the disclosure and reporting requirements, of the City's Conflict of Interest Code adopted pursuant to the Political Reform Act. Such Consultants subject to the City's Conflict of Interest Code include those whose work may involve: malting government decisions regarding approval or adoption of rates, rules, or regulations, action on permits or other applications, authorization to enter into or modify contracts, or approval of plans, designs, reports, or studies. Consultant agrees to comply fully with all such requirements to the extent they apply to Consultant's performance of the Services. 13. Consultant No Alien f. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. 14. Standard of Performance. Consultant shall perform all the Services in a manner consistent with the standards of Consultant's profession. All instruments of service of whatsoever nature, which Consultant delivers to City pursuant to this Agreement, shall be prepared in a substantial, workmanlike manner and conform to the standards of Consultant's profession. All such instruments of service shall become the sole and exclusive property of City upon delivery of the same. 15. Assil4nment/Transfer. No assignment or transfer in whole or in part of this Agreement shall be made without the prior written consent of City. 16, Subcontractors. Consultant shall directly perform all Services, and shall not subcontract any portion of performance of the Services without the prior written consent of City. Any such subcontractors shall be required to comply, to the 1l extent applicable, with PROFESSIONAL SERVICES AGREEMENT (609321) March 2017 the terms and conditions of this Agreement, including but not limited to, procuring and maintaining insurance coverage as required herein and which shall name City as an additional 'insured. 17. Compliance With All Laws. Consultant shall fully comply with all applicable local, state and federal rules, laws, regulations and ordinances pertaining to the performance of the Services required hereunder, including but not limited to, the California Building Standards Code as in effect in the City, the Americans with Disabilities Act, and any laws and regulations related to any copyright, patent, trademark or other intellectual property right involved in performance of the Services. Consultant's failure to comply with any law(s) or regulation(s) applicable to the performance of the Services hereunder shall constitute a material breach of this Agreement. To the extent that any other government agency or entity provides compensation for any Services, Consultant shall comply with all rules and regulations applicable to such fiscal assistance. 18. Living Waste Ordinance. Without limiting the foregoing' Section 17, Consultant shall comply fully with all applicable requirements of Petaluma Municipal Code, Chapter 8.36, Living Wage (the "Living Wage Ordinance "), as the same mdy be amended from time to time. Upon the City's request Consultant shall promptly provide to the City documents and information verifying Consultant's compliance with the requirements of the Living Wage Ordinance, and shall within fifteen (15) calendar days of the Effective Date of this Agreement, notify each of its affected employees as to the amount of wages and time off that are required to be provided to them pursuant to the Living Wage Ordinance. The Acknowledgement and Certification Pursuant to City of Petaluma Living Wage Ordinance, attached to this Agreement as Exhibit C, shall be a part of this Agreement for all purposes, and Consultants that are subject to Living Wage Ordinance requirements, as determined by the City, must provide a properly completed Exhibit C in accordance with the requirements of the Living Wage Ordinance. Consultant's noncompliance with the applicable requirements of the Living Wage Ordinance shall constitute cause for City's termination of this Agreement pursuant to Section 4 hereof. 19. Discrimination. During the performance of this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, religion, creed, color, national origin, ancestry, gender, sexual orientation, age or physical or mental disability in violation of any applicable law. 20. Notice. Except as otherwise specified in this Agreement, all notices to be sent pursuant to this Agreement shall be made in writing, and sent to the Parties at their respective addresses specified below or to such other address as a Party may designate by written notice delivered to the other Party in accordance with this Section. All such notices shall be sent by: (i) personal delivery, in which case notice is effective upon delivery; (ii) certified or registered mail, return receipt requested, in which case notice shall be deemed delivered on receipt if delivery is confirmed by a return receipt; (iii) nationally recognized overnight courier, with charges prepaid or charged to the sender's account, in which case notice is effective on delivery if delivery is confirmed by the delivery service; or PROFESSIONAL SERVICES AGREEMENT (60932 1) March 2017 (iv) facsimile transmission, in which case notice shall be deemed delivered upon transmittal, provided that (a) a duplicate copy of the notice is promptly delivered by first -class or certified mail or by overnight delivery, or (b) a transmission report is generated reflecting the accurate transmission thereof. Any notice given by facsimile shall be considered to have been received on the next business day if it is received after 5:00 p.m. recipient's time or on a norrbusiness day. City: City Clerk City of Petaluma Post Office Box 61 Petaluma, California 94953 Phone: (707) 778 -4360 Fax: (707) 778 -4554 Email: cityclerk @ci.petaluma.ca.us And: Citv of Petaluma - Public Works & Utilities Dept. Dan St. John 11 English Street Petaluma, CA 94952 Phone: 707/776 -3728 Fax: 707/656 -4067 Email: cthompson@ci.petaluma.ca.us Consultant: Trathen Heckman Daily Acts P.O. Box 293 Petaluma, CA 94953 Phone: 707/789 -9664 Fax: Email: trathen ,dail ay cts.org 21. Ownership of Documents. All original papers, documents or computer material on disk or microfilm, and copies thereof, produced as a result of this Agreement, shall be the property of City and may not be used by Consultant without the written consent of City. Copies of such documents or papers shall not be disclosed to others without the written consent of the City Manager or his or her designated representative. 22. Indemnification. To the maximum extent perinitted by law, Consultant shall, at its own expense, indemnify, defend with counsel acceptable to the City, (which acceptance will not be unreasonably withheld), and hold harmless City and its officers, officials, employees, agents and volunteers ( "Indemnitees ") from and against any and all liability, loss, damage, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, civil penalties and fines, expenses and costs (including, without limitation, claims expenses, attorney's fees and costs and fees of litigation) (collectively, "Liability") of every nature, whether actual, alleged or threatened, arising out of or in connection with the Services or Consultant's failure to comply with any of the terms of this Agreement, regardless of any fault or alleged fault of the Indemnitees. PROFESSIONAL, SERVICES AGREEMENT (60932 1) March 2017 10 The Consultant's obligation to indemnify, defend and hold harmless under this provision shall not be excused because of the Consultant's inability to evaluate Liability, or because the Consultant evaluates Liability and determines that the Consultant is not or may not be liable. The Consultant must respond within 30 calendar days to any tender for defense and ' indemnity by the City, unless the time for responding has been extended by an authorized representative of the City in writing. If the Consultant fails to accept tender of defense and indemnity within 30 calendar days, in addition to any other remedies authorized by law, so much of the money due or that may become due the Consultant under this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the matter subject to tender, or until the Consultant accepts the tender, whichever occurs first. In the event that the City must file responsive documents in a matter tendered to Consultant prior to Consultant's acceptance of tender, Consultant agrees to fully reimburse all costs, including but not limited to attorney's fees and costs and fees of litigation, incurred by the City in filing such responsive documents. The Consultant waives any and all rights to express or implied indemnity against the Indemnitees concerning any Liability of the Consultant arising out of or in connection with the Services or Consultant's failure to comply with any of the terms of this Agreement. The defense and indemnification obligations of this Agreement shall no way be limited by, the insurance obligations that apply to this Agreement pursuant to Section 23. Notwithstanding the foregoing, to the extent this Agreement is a "construction contract" as defined by California Civil Code Section 2783, as may be amended from time to time, Consultant's. duty to indemnify under this provision shall not apply when to do so would be prohibited by California Civil Code Section 2782, as may be amended from time to time. Notwithstanding the foregoing, to the extent that the Services include design professional services subject to California Civil Code Section 2782.8, as may be amended from time to time; Consultant's duty to indemnify shall only be to the maximum extent permitted by California Civil Code Section 2782.8. 23. Insurance. Consultant shall comply with the "Insurance Requirements for Consultants" in Exhibit B -2, attached hereto and incorporated herein by reference. [Indicate attached exhibit, e.g., "B -1," "B -2," "B -3," or "13-4."1 24. Amendment. This Agreement may be amended only by a written instrument executed by both Parties. 25. Litiaation. If litigation ensues which pertains to the subject matter of Consultant's services hereunder, Consultant, upon request from City, agrees to testify therein at a reasonable and customary fee. 26. Construction, This Agreement is the product of negotiation and compromise on the part of both Parties and that the Parties agree that, notwithstanding Civil Code Section 1654, any uncertainty in the Agreement shall not' be construed against the drafter of the Agreement. PROFESSIONAL SERVICES AGREEMENT (609321) March 2017 11 27. Governing Law; Venue. This Agreement shall be enforced and interpreted under the laws of the State of California and the City of Petaluma. Any action arising from or brought in connection with this Agreement shall be venued in a court of competent jurisdiction in the County of Sonoma, State of California. 28. Non - Waiver. The City's failure to enforce any provision of this Agreement or the waiver thereof in a particular instance shall not be construed as a general waiver of any part of such provision. The provision shall remain in full force and effect. 29. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 30. No Third Party Beneficiaries. The Parties do not intend to create, and nothing in this Agreement shall be construed to create any benefit or right in any third party. 31. Mediation. The Parties agree to make a good faith attempt to resolve any dispute arising out of this Agreement through mediation prior to commencing litigation. The Parties shall mutually agree upon the mediator and shall divide the costs of mediation equally. 32. Consultant's Books and Records. A. Consultant shall maintain any and all ledgers, books of accounts, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to the City for a minimum period of three (3) years or for any longer period required by law, from the date of final payment to Consultant pursuant to this Agreement. B. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years or for any longer period required by law, from the date of termination or completion of this Agreement. C. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Flnance Director, or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at Petaluma City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement. D. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above -named officers, require that custody of the records be given to the City and that the records and documents be maintained in Petaluma City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor in interest. PROFESSIONAL SERVICES AGREEMENT (609321) March 2017 12 33. Headin;As. The headings used in this Agreement are for convenience only and are not intended to affect the interpretation or construction of any provisions herein. 34. Survival. All obligations arising prior to the termination or expiration of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination or expiration of this Agreement. 35. Entire Aueement. This Agreement, including the exhibits attached hereto and incorporated herein, constitutes the entire agreement between the Parties with respect to the Services, and supersedes all prior agreements or understandings, oral or written, between the Parties in this regard. IN WITNESS WHEREOF, the parties hereto have executed this document the day, month and year first above written. CITY OF PETALUMA City Manager ATTEST: City Clerk APPROVED AS TO FORM: City Attorney CONSULTANT By (�ftfU&J SGIV E�V_ Name Title 246 92_q1j:9)2 Y ST_ Address // A 0q Kq�� City 9tate Zip 2)-- 3001 -7 q Taxpayer I,D.(�Numbrer /_ ✓ 2 0 J Petaluma Business Tax Certificate Number file name: s:/environmental services /conservation/public outreach /2017 /agreement/professional services agreement with daily acts PROFESSIONAL SERVICES AGREEMENT (609321) March 20]7 13 Exhibit A Scope of Services t''t ,tiV bec uue every choice mallen PO Box 293, Petaluma, CA 94953 • (707) 789 -9664 • Nvww.daAyacts.org • moreinfo @dailyacts.org City of Petaluma: Scope of World Water Conservation and Storm Water Education and Outreach Program July 2017 — June 2020 Purpose To support implementation of City of Petaluma water conservation and storm water education and outreach programs. Background The City of Petaluma offers incentive -based water conservation programs geared toward municipal water and sewer customers. The City is also responsible for meeting education and outreach requirements for its MS4 Storm Water Permit. In order to maximize community engagement and create lasting behavior change, the City partners with Daily Acts (a Petaluma -based sustainability education nonprofit) to deliver its water conservation and storm water education and outreach programs. Daily Acts was established in 2002 and their mission is to transform our communities through inspired action and education, which builds leadership and local self - reliance. Through sustainability tours, Skill Building workshops, and campaigns like the Community Resilience Challenge, they inspire action to grow healthy food, conserve resources, and build community while transforming lives, homes, gardens, and neighborhoods. Daily Acts emphasizes low -cost, low -tech water conservation and storm water solutions including sheet mulching, rainwater harvesting, gaaywater recycling systems, rain gardens and drought tolerant planting. Their programs facilitate local, placed -based action, support the development of local leaders and strengthen communities through the use of inspiring educational models. Scope of Services Daily Acts will implement a range of strategic education and outreach programs I aimed at reducing water use and storm water pollution, as well as increasing participation in the City of Petaluma's innovative water conservation programs. Daily Acts will focus its activities on four integrated areas of impact: Workshops, Presentations and Events; Community Resilience Challenge; public Demonstration Gardens; and Education and Outreach. Specific services include: program development, planning, marketing and promotion, execution, follow -up, and evaluation. 11Page 14 Exhibit A Scope of Services Daily Acts education and outreach programs will build on the success of existing water conservation and storm water programs, enhance the integration of water conservation and pollution prevention efforts across the city, and engage neighbors, schools, businesses and local groups in local programs to reduce water use and storm water pollution. The anticipated start date for implementation of this Scope of Work is July 1, 2017 with a completion date of June 30, 2020. Deliverable 1: Workshops, Presentations & Events $45,286.00 1a) Watershed- Friendly.Landscape Installation Workshops Daily Acts will implement several (annual number to be determined based on each project size and scope) installation workshops to support businesses, schools and other institutions in the transformation of their lawns into water -wise, watershed- friendly landscapes. Workshops will be 3 -5 hours in length and will be designed to provide participants with the inspiration, skills, and resources to implement water conservation and storm water mitigation strategies in their own gardens. On -site work may include: sheet mulching, low water -use planting, drip irrigation installation, earthworks, rain gardens and other Low Impact Development (LID) methods for storm water management and rainwater retention. Watershed - friendly landscape installation workshops at schools will be delivered in collaboration with the Friends of the Petaluma River where appropriate and will provide a complimentary, hands -on component to their `Watershed Classroom' curriculum. 1b) Water -Wise Skill Building Workshops Daily Acts will implement five, 3 -5 hour workshops to provide Petaluma residents with the inspiration, skills, and resources they need to implement water -wise landscaping practices in their own gardens, as well as reduce storm water pollution. Specific workshop topics -will be determined based upon City of Petaluma priorities, community needs and /or seasonal appropriateness and will cover any of the following: sheet mulching, water -wise plants, alternative lawns, garden design, drip irrigation, greywater systems, downspout disconnects, swales, rain gardens, and rainwater storage. When appropriate, the hands -on portion of each workshop will highlight low -cost, low -tech solutions, with a particular emphasis on the programs offered by the City of Petaluma. Workshops will be promoted through local networks and media to encourage attendance of Petaluma residents. This includes, but is not limited to, targeted email blasts, bill inserts, post cards, and electronic newsletters. 2 Page 15 Exhibit A Scope of Services Implementation of the workshops outlined in 1a) and 1b) above will include the development and distribution of resources related to the presentation topic, information on the City's water conservation and storm water programs (including Mulch Madness, Water Wise House Calls and other rebate programs) and a participant evaluation survey. Participation in at least one water -wise workshop (1b) will be a prerequisite to receive a `Garden Consultation' as part of Mulch Madness Program Support (see 4a below). 1c) Water -Wise Tours In consultation with the City of Petaluma, Daily Acts will identify residences, publicly -owned sites and businesses that are modeling water -wise and watershed- friendly landscaping solutions to showcase on seasonal community tours. Tours could be hosted in partnership with the Sonoma County `Mater Agency's annual Eco- Friendly Garden Tour each spring or could be designed to support emergent priorities depending on rainfall in a particular year (e.g. rainwater harvesting, flood prevention, watershed - friendly (LID) practices, greywater systems, drought tolerant gardens, etc.). Tours will be promoted through local networks and media to encourage attendance of Petaluma residents. This will include, but is not limited to, targeted email blasts, bill inserts, post cards, and electronic newsletters. Topic- specific resources will be developed for each tour and distributed to tour attendees, as will information on the City's water conservation and storm water programs (including Mulch Madness, Water Wise House Calls and other rebate programs) and a participant evaluation survey. Deliverable 2: Community Resilience Challenge $6,235.00 2a) `Garden in a Day' Demonstration Garden Installation Daily Acts will work with the City of Petaluma to develop, design and facilitate one `Garden in a Day' installation annually as part of the Community Resilience Challenge. This lawn conversion will take place at a high - profile public or community site such as Petaluma Regional Library.' The purpose of the installation is to expand or develop a water -wise and watershed - friendly demonstration garden and to provide installation participants with the inspiration, skills, resources and relationships to implement a water -`vise landscape on their own property. The installation event will introduce participants to sheet mulching and provide a hands -on demonstration in landscaping design, plant selection, installation techniques and maintenance methodologies. Depending on project site, incorporation of Low- Impact Development (LID) strategies will be implemented to showcase watershed - friendly landscaping practices like swales, rain gardens and earthworks. All event participants will receive educational resources, City of Petaluma water conservation program information, and a participant evaluation survey. Additional Community Resilience Challenge outreach will include targeted emails, press releases and canvassing. ............ _._- _.___..- ....... ........ __. - _.... _ __..__.___._..... 3 1 P a g e 16 Exhibit A Scope of Services Deliverable 3• Demonstration Landscapes $5,628.00 3a) Seasonal Maintenance Workshops Daily Acts will provide two half -day, seasonal maintenance workshops at Cavanagh Center, Petaluma City Hall and/ or other demonstration landscapes. Volunteer groups from the community, such as Santa Rosa Junior College students and local businesses, will be recruited to complete projects such as mulching, weeding and planting. 3b) Stewardship Program Daily Acts will work to continue stewardship of Cavanagh Center and Petaluma City Hall through neighborhood outreach and regularly occurring volunteer drop4n programs to engage the community in the maintenance of these demonstration gardens. These two hour programs will be offered eight times per year and will include routine maintenance tasks such as weeding, pruning and irrigation repair. Deliverable 4• Education & Outreach $12,956.50 4a) Mulch Madness Program Support To increase the uptake of the City's Mulch Madness Program and to encourage residents to revegetate sheet mulched lawns, Daily Acts will create a series of educational resources on the sheet mulching process, water -wise plant selection and maintenance requirements upon completion of lawn conversion. For participants who need additional information and support, Daily Acts will provide a 1 -2 hour garden consultation to Petaluma residents who also attend at least one Installation or Skill Building Workshop taught either in Petaluma or within the county. Garden consultations will promote a holistic approach to watershed - friendly landscaping and will emphasize low -tech, low -cost solutions for rainwater harvesting earthworks, greywater systems, garden design and drip irrigation. Residents will be provided with a recommended plant list and a rough sketch of where to incorporate water -wise and watershed - friendly practices in their landscape. Note: The cost estimate for khdch Madness Pivg am Srrppori is based on conductin g 30 rite visits. If >nore are required due to popularity ofprtigram, than a contract awndtnent can he negotiated to pimide additional consultations. 4b) Resilient Homes Program To highlight the impact of Mulch Madness and to inspire more residents to implement watershed- friendly practices, Daily Acts will implement an outreach program that includes the following components: yard signs to highlight the different watershed - friendly features located at each site (such as drip irrigation, water -wise plants, pollinator habitat, low water edibles, greywater system, rain gardens, earthworks, or rainwater harvesting system); interactive online map showing general location of homes that have participated in Mulch Madness and /or are modeling sustainability solutions; and case studies and videos to document success and lessons learned. The Petaluma Resilient Homes Program will be part of a broader county -wide initiative that Daily Acts is launching which includes the establishment of Resilience Hubs, a formalized network of homes, schools, community centers, churches and businesses that are models of food production, community engagement, drought resilience and social cohesion. These will be places where community can gather for talks, 4 1 P a g e 17 Exhibit A Scope of Services trainings and tours to learn about low -cost, low -tech sustainability solutions, connect with neighbors and build the relationships necessary to co- create the social infrastructure and positive solutions required for meaningful change. Note: Costs for stgrr fabicatiott is trot included as part of this Scope of 117ork. 4c) Signage Daily Acts will design and develop content for permanent signage at newly created demonstration gardens, Low-Impact Development sites and right-of-ways to educate the community on water conservation strategies and storm water recharge features such as sheet mulching, water -wise plant selection, drip irrigation, downspout disconnects, rain gardens, bios -Nvales and permeable pavement. Note., Costs for sign fabi- icatim acrd Zustallation ary riot hicluded as part of this Scope of IFlork. 4d) Staff Training Daily Acts will organize and provide an annual tour, presentation and /or educational opportunity for staff from City of Petaluma Department of Public Works, Parks and Recreation, Building and Permit and elected officials to encourage collaboration and information sharing on sustainable practices and lessons learned. Tours may include visits to public model sites to view and discuss storm water LID and BMP strategies. Presentations may be provided to City Council, Design Review Committee or other identified City groups. 4e) Targeted Outreach Daily Acts will provide targeted outreach to businesses, institutions and residents via presentations, mailers and tabling events. Specific outreach topics will be determined based upon City of Petaluma priorities and /or seasonal appropriateness and will highlight water conservation and storm water pollution prevention programs. Deliverable 5• Contract Management $2,751.00 4a) Contract Meetings Daily Acts will schedule quarterly meetings with City staff to evaluate completed work and prioritize future work program. 4b) Invoicing and Reporting Daily Acts will invoice the City every two months and will provide summary reports for work completed during an invoicing period, including contact details for program participants, program metrics, goals and outcomes and before, during and after photographs. 5 Page 18 Exhibit A Scope of Services Timeframes and Costs 1. Workshops, Presentations & Events 1a) Watershed - Friendly Landscape Installation Workshops Q1 -Q4 $14,800.00 1b) Water -Wise Skill Building Workshops Q1 -Q2 $24,076,GJ 1c) Water -Wise Tours Q1 -Q4 $6,410.00 2. Community Resilience Challenge 2a) `Garden in a Day' - Demonstration Garden Installation Q3 -Q4 6,235.00 3. Demonstration Landscapes 3a) Seasonal Maintenance Workshops Q1 -Q4 $2,948.00 3b) Stewardship Program Q1 -Q2 $2,680.00 4. Education & Outreach 4a) Mulch Madness Program Support Q3 -Q1 $6,284.00 4b) Resilient Homes Program Q1 -Q4 $$2,535.00 4c) Signage Q1 -Q4 $$1,870.50 4d) Staff Training Q1 -Q4 $1,020.00 4e) Targeted Outreach Q1 -Q4 $1,247.00 5. Project Management 5a) Contract Meetings Q1— Q4 $1,020.00 5b) Invoicing & Reporting Q1— Q4 $1,731.00 Total $72,856.50 Billing Rates • Associate Director /Programs Manager: $87.50 /hour Program and project design, oversight and development, contract and relationship management. • Programs Coordinator: $67 /hour Event coordination, outreach and logistics, evaluation, presentations and community engagement. • Programs Technician: $51.50 /hour Outreach, scheduling and delivery of garden consultations. Note; Daily Acts billing rater for 2017 12098 reflect a 3% cost of lirrirrg irrcnase. _ ... ............. .._......... ...... ................ _. ... .. _ . __.. .. __..... __ 6 P a 9 e 19 INSURANCE REQUIREMENTS EXHIBIT B -2 Consultant's performance of the Services under this Agreement shall not commence until Consultant shall have obtained all insurance required under this paragraph and such insurance shall have been approved by the City Attorney as to form and the Risk Manager as to carrier and sufficiency. All requirements herein provided shall appear either in the body of.the insurance policies or as endorsements and shall specifically bind the insurance carrier. Consultant shall procure and maintain for the duration of the contract all necessary insurance against claims now and in the future for injuries to persons or damages to property which may arise from or in connection with the performance of the Services by the Consultant, the Consultant's agents, representatives, employees and subcontractors. Required professional liability insurance shall be maintained at the level specified herein for the duration of this Agreement and any extension thereof and for twelve additional months following the Agreement termination or expiration. A. Minimum Scope of Insurance Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage: a. Personal injury; b. Contractual liability. 2. Insurance Services Office form covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. 4. Professional Liability insurance. 5. Such other insurance coverages and limits as may be required by the City. B. Minimum Limits of Insurance Consultant shall maintain limits no less than: 1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate liability is used, either the general aggregate limit shall apply separately to this Agreement or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: Bodily Injury by Accident - $1,000,000 each accident. Bodily Injury by Disease - $1,000,000 policy limit. Bodily Injury by Disease - $1,000,000 each employee. 4. Professional Liability insurance: $1,000,000. 5. Such other insurance coverages and limits as may be required by the City. C. Deductibles and Self- Insured Retentions Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or Exhibit B2 Page I of 3 INSURANCE REQUIREMENTS (City) (609325) August 2015 20 self- insured retentions as respects the City, its officers, officials, employees, and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. D. Other Insurance Provisions The required general liability and automobile ,policies are to contain, or be endorsed to contain the following provisions: 1. The City, its .officers, officials, employees, agents and volunteers are to be covered as Additional Insureds as respects: liability arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees, agents or volunteers. 2. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self - insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees, agents or volunteers. 4. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought except, with respect to the limits of the insurer's liability. 5. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. 6. Consultant agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors, subcontractors or others involved in any way with the Services to do likewise. 7. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirement and /or limits shall be available to the additional insured. Furthermore, the requirement for coverage and limits shall be (1) the minimum coverage and limits specified in this Agreement, or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. 8. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non - contributory basis for the benefit of the City of Petaluma before the City of Petaluma's own insurance or self - insurance shall be called upon to protect it as a named insured. Exhibit B2 Page 2 of 3 INSURANCE REQUIREMENTS (City) (609325) August 2015 21 E. Acceptability of Insurers Insurance is to be placed with insurers with a current A.M. Best's rating of no less than ANII. F. Verification of Coverage Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the i City before the Services commence. Exhibit B2 Page 3 of 3 INSURANCE REQUIREMENTS (City) (609325) August 2015 22 EXHIBIT C ACKNOWLEDGEMENT AND CERTIFICATION PURSUANT TO CITY OF PETALUMA LIVING WAGE ORDINANCE PETALUMA MUNICIPAL CODE CHAPTER 8.36 The City of Petaluma Living Wage Ordinance ( "Ordinance "), Petaluma Municipal Code Chapter 8.36, applies to certain service contracts, leases, franchises and other agreements or funding mechanisms providing financial assistance (referred to hereafter as an "Agreement ") between the City of Petaluma ( "City ") and /or the Petaluma Community Development Commission ( "PCDC ") and contractors, lessees, franchisees, and /or recipients of City and /or PCDC funding or financial benefits ( "covered entities "). Pursuant to Petaluma Municipal Code Section 8.36.120, as part of any bid, application or proposal for any Agreement subject to the Ordinance, the covered entity shall: • Acknowledge that the covered entity is aware of the Ordinance and intends to comply with its provisions. Complete the Report of Charges, Complaints, Citations and /or Findings contained in this Acknowledgement and Certification by providing information, including the date, subject matter and manner of resolution, if any, of all wage, hour, collective bargaining, workplace safety, environmental or consumer protection charges, complaints, citations, and /or findings of violation of law or regulation by any regulatory agency or court including but not limited to the California Department of Fair Employment and Housing, Division of Occupational Safety and Health (OSHA), California Department of Industrial Relations (Labor Commissioner), Environmental Protection Agency and /or National Labor Relations Board, which have been filed or presented to the covered entity within the ten years immediately prior to the bid, proposal, submission or request. Pursuant to Petaluma Municipal Code Section 8.36.120, before the beginning of the term of any covered Agreement, or prior to the execution of said Agreement by the City or the PCDC, each covered entity shall certify that its employees are paid a living wage that is consistent with Petaluma Municipal Code Chapter 8.36. By executing this Acknowledgement and Certification, the covered entity (i) acknowledges that it is aware of the Ordinance and intends to comply with its provisions, (ii) attests to the accuracy and completeness of information provided in the Report of Charges, Complaints, Citations and /or Findings contained herein, (iii) certifies that it pays its covered employees a Living Wage as defined in Petaluma Municipal Code Chapter 8.36 and (iv) attests that the person executing this Acknowledgement and Certification is authorized to bind the covered entity as to the matters covered in this Acknowledgment and Certification. Page 1 of 3 LIVING WAGE ACKNOWLEDGEMENT AND CERTIFICATION (1638697.2) Nov 2012 23 SO ACKNOWLEDGED and CERTIFIED: Project or Contract I.D: Date: �)7 (Print Name of Covered Entity/Business Capacity) By (Print Name) Ignatu Its -A�250L!&T6� DAR et/rOR (Title /Capacity of Authorized Signer) Page 2 of 3 LIVING WAGE ACKNOWLEDGEMENT AND CERTIFICATION (1638697.2) Nov 2012 24 REPORT OF CHARGES, COMPLAINTS, CITATIONS AND /OR FINDINGS PURSUANT TO PETALUMA MUNICIPAL CODE SECTION 8.36.120 FOR EACH WAGE, HOUR, COLLECTIVE BARGAINING, WORKPLACE SAFETY, ENVIRONMENTAL OR CONSUMER PROTECTION CHARGE, COMPLAINT, CITATION, AND /OR FINDING OF VIOLATION OF LAW OR REGULATION BY ANY REGULATORY AGENCY OR COURT, INCLUDING BUT NOT LIMITED TO THE CALIFORNIA DEPARTMENT OF FAIR EMPLOYMENT AND HOUSING, DIVISION OF OCCUPATIONAL SAFETY AND HEALTH (OSHA), CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS (LABOR COMMISSIONER), ENVIRONMENTAL PROTECTION AGENCY AND /OR NATIONAL LABOR RELATIONS BOARD, WHICH: • AFFECTS YOU AS A PROSPECTIVE CONTRACTOR, SUBCONTRACTOR, LESSEE, FRANCHISEE AND /OR PARTY TO ANY CITY OF PETALUMA AND /OR PETALUMA COMMUNITY DEVELOPMENT COMMISSION - FUNDED AGREEMENT OR BENEFIT SUBJECT TO PETALUMA MUNICIPAL CODE CHAPTER 8.36 (LIVING WAGE ORDINANCE), AND • HAS BEEN FILED OR PRESENTED TO YOU WITHIN THE TEN YEARS IMMEDIATELY PRIOR TO THE BID, PROPOSAL, SUBMISSION OR REQUEST FOR WHICH THIS ACKNOWLEDGEMENT AND CERTIFICATION IS MADE. PLEASE PROVIDE THE DATE, THE REGULATORY AGENCY OR COURT MAKING THE CHARGE COMPLAINT, CITATION OR FINDING, THE SUBJECT MATTER AND THE MANNER OF RESOLUTION, IF ANY, FOR EACH SUCH CHARGE COMPLAINT, CITATION OR FINDING. IF NONE, PLEASE STATE "NONE ": ATTACH ADDITIONAL PAGES IF NEEDED. Date: Regulatory Agency or Court: Subject Matter: Resolution, if any: Expected resolution, if known: Page 3 of 3 LIVING WAGE ACKNOWLEDGEMENT AND CERTIFICATION (1638697.2) Nov 2012 25