HomeMy WebLinkAboutSCVWD - MOU Home Water Report ProgramMEMORANDUM OF UNDERSTANDING
BETWEEN THE SANTA CLARA VALLEY WATER DISTRICT AND
THE CITY OF GILROY FOR THE HOME WATER REPORTS PROGRAM
This MEMORANDUM OF UNDERSTANDING (MOU) between the Santa Clara Valley Water District
(hereinafter referred to as "WATER DISTRICT "), an independent special district created by the California
Legislature, and the City of GILROY (hereinafter referred to as "CITY") sets forth the respective roles of the
WATER DISTRICT and the CITY in regard to the CITY's HOME WATER REPORT PROGRAM (hereinafter
referred to as "WATER REPORT PROGRAM ") is made and entered into as of August 1. 2016. WATER
DISTRICT AND CITY may be referred to in this MOU individually as a "Party" or collectively as the "Parties."
RECITALS
WHEREAS, the CITY owns and operates a municipal water utility within the City of Gilroy ( "SERVICE AREA");
WHEREAS, the WATER DISTRICT offers programs that involve providing water conservation services and
rebates for properties located within the SERVICE AREA; and
WHEREAS, the WATER REPORT PROGRAM involves providing home water reports for residents located
within the SERVICE AREA; and
WHEREAS, the WATER REPORT PROGRAM is an appropriate measure for the goals addressed in the 2015
Urban Water Management Plan and the 2012 Water Supply Master Plan; and
WHEREAS, the CITY wishes to implement the WATER REPORT PROGRAM in its SERVICE AREA.
NOW, THEREFORE, in consideration of the recitals and mutual obligations of the parties expressed in this
MOU, WATER DISTRICT and CITY agree as follows:
1. WATER DISTRICT'S RESPONSIBILITIES FOR THE WATER REPORT PROGRAM
a) Share equally in the cost of City of Gilroy Use of the WATER REPORT PROGRAM. WATER
DISTRICT'S obligation to pay for the WATER REPORT PROGRAM activities, which are described in
Exhibit B, Scope of Services, of the attached Agreement for Services between the CITY and Smart
Utility Systems, is capped at a total maximum of $82,500 ($32,500 for year one, $25,000 for year two
and $25,000 for year three), based on 50 percent of the costs. Notwithstanding the foregoing, the
DISTRICT'S obligation to pay $25,000 for year two and $25,000 for year three for the WATER
REPORT PROGRAM activities is contingent on appropriation by the DISTRICT'S Board of Directors
( "District Board ") of funds sufficient to pay those amounts and fulfill the other requirements of this
Agreement. If the District Board fails to appropriate sufficient monies in year two or year three to
provide for the continuation of this Agreement, this Agreement shall terminate on the date of the
beginning of the year for which funds are not appropriated.
b) Make payment to the CITY within thirty (30) days of receipt of an invoice from the CITY. When
submitting an invoice, the CITY shall provide a copy of the corresponding WATER REPORT
PROGRAM vendor (i.e. Smart Utility Systems) invoice to the WATER DISTRCT, including the number
of reports sent and the dates the reports were sent. WATER DISTRICT's payment responsibilities to
the CITY are without right of set -off or other reduction in pay_ ment based upon matters outside the
scope of this MOU.
2. CITY'S RESPONSIBILITIES FOR HOME WATER REPORTS PROGRAM
a) Purchase and implement the WATER REPORT PROGRAM in its SERVICE AREA, which shall include
coordination with the WATER REPORT PROGRAM vendor Smart Utility Systems to ensure its
successful implementation.
b) Share equally in the cost of the WATER REPORT PROGRAM. CITY's obligation to pay for the WATER
REPORT PROGRAM activities is capped at a total maximum of $82,500 ($32,500 for year one,
$25,000 for year two and $25,000 for year three.) It is understood and agreed that any discounts
received by the CITY on costs associated with the WATER REPORT PROGRAM shall be allocated
between the parties on a 50/50 basis.
c) Identification and notification of qualifying properties within the SERVICE AREA.
d) Promote the WATER REPORT PROGRAM to the targeted customers.
e) Collection and analysis of data to determine water savings.
f) Provide WATER DISTRICT with cumulative water usage records and other data necessary to
determine savings and cost effectiveness of the WATER REPORT PROGRAM.
g) Invoice WATER DISTRCT on a quarterly basis based upon actual invoices of the WATER REPORT
PROGRAM vendor that were paid by the CITY for administration of the WATER REPORT PROGRAM.
3. HOLD HARMLESS AND LIABILITY
Each Party ( "Indemnifying Party ") agrees to indemnify, defend at its own expense, including attorneys' fees,
and hold harmless the other Party ( "Indemnified Party") from and against all claims, costs, penalties, causes
of action, demands, losses and liability of any nature whatsoever, including but not limited to liability for
bodily injury, sickness, disease or death, property damage (including loss of use) or violation of law, caused
by or arising out of or related to the negligence, or willful misconduct of that Indemnifying Party, its officers
or employees, or any other agent acting pursuant to this MOU.
4. INSURANCE
Each Party shall adhere to the insurance requirements that specified in Appendix A of this MOU.
5. DOCUMENT REVIEW
WATER DISTRICT and the CITY will, upon reasonable advance written notice, make available for
inspection to the other party records, books and other documents relating to the to the WATER REPORT
PROGRAM.
6. TERM
The term of the MOU is from August 1, 2016 to June 30, 2019. The term of the MOU may be extended by
mutual written consent of the Parties. This MOU shall be contingent upon approval of program funding each
fiscal year by the CITY's City Council and WATER DISTRICT's Board of Directors. In the event such
contingency is not met, this MOU terminates on the first day of the fiscal year for which funding is not
approved.
7. NOTICE
Any notice, payment, credit or instrument required or permitted to be given under this MOU will be in writing
and will be mailed postage prepaid and addressed to the respective parties as follows:
If to WATER DISTRICT: Santa Clara Valley Water District
5750 Almaden Expressway
San Jose, CA 95118
Attn: Jerry De La Piedra
If to the CITY: City of Gilroy
613 Old Gilroy St
Gilroy, CA 95020
Attn: Dan Aldridge
Either party may change such address by notice given to the other party as provided in this Section 6.
8. AMENDMENTS
The MOU may only be amended by written agreement executed by both parties.
9. ASSIGNMENT
Neither party is allowed to assign, sublet, or transfer this MOU or any of the rights or interests in this MOU
without the written consent of the other party.
10. SEVERABILITY
The partial or total invalidity of one or more parts of this MOU will not affect the intent or validity or
remaining parts of this MOU.
11. GOVERNING LAW
This MOU is a contract under the laws of the State of California and for all purposes must be interpreted in
accordance with such laws.
12. TERMINATION OF MOU
This MOU may be terminated by either party hereto for any reason upon thirty (30) days written notice to
the other Party.
13. SIGNATURES
The individuals executing this MOU represent and warrant that they have the legal capacity and authority to
do so on behalf of their respective legal entities.
In WITNESS WHEREOF, the parties have executed this MOU as of the effective date.
CITY OF GILORY
APPROVED AS TO FORM:
i`ir►de-Eativrr
City Attorney
City of Gilroy
Gabriel Gonzalez
City Alr-n" ; � -
City of Gilroy
SANTA CLARA VALLEY WATER DISTRICT, a Special District created by the Legislature of the State of
California
APPROVED AS TO FORM:
Anthony Futglier Norma J. Cam ach %s/wV —o41 c .�
Sr. Assistant District Counsel Interim Chief Executive Officer,
Santa Clara Valley Water District Santa Clara Valley Water District
APPENDIX A
INSURANCE
Each Party represents and warrants that, at its sole cost and expense it will maintain for the duration of the
MOU self - insurance against claims for injuries to persons or damages to property that may arise from, or in
connection with its (and its agents, representatives', employees' or contractors)' performance of the services
and /or operations herein and the indemnity provisions of this MOU.
A. Types of Coveraae
Coverage provided by said self- insurance programs shall apply to and be in lieu of maintaining General and
Auto Liability and Workers' Compensation insurance, as well as Professional Liability Errors and Omissions
insurance, when applicable.
B. Minimum Limits of Coveraae
Coverage for Commercial General and Auto Liability shall be for not less than $1,000,000 per occurrence and
aggregate. Coverage for Professional Liability Errors and Omissions shall not be for less than $1,000,000 per
claim and aggregate. Coverage for Workers' Compensation coverage shall be as required by the California
Labor Code and include Employers Liability limits of not less than $1,000,000 per accident.
C. Other Self- Insurance Provisions
Each Party's self- insurance coverage applies to the other Party, its officers, employees, agents and contractors
as respects: Liability arising out of activities performed by or on behalf of, the insuring Party; products and
completed operations of the insuring Party; premises owned, leased or used by the insuring Party; and
automobiles owned, hired or borrowed by the insurance Party. Said self- insurance applies fully to any
indemnity for the insured Party, its officers, employees, agents and contractors.
Each Party's self- insurance coverage shall be primary as respects to insured Party, its officers, employees,
agents and contractors. Any insurance or self- insurance maintained by insured Party, its officers, agents, or
contractors shall be excess of insuring Party's self- insurance and shall not contribute with it.
D. Verification of Coveraae
Execution of this MOU shall constitute each Party's representation and warranty as to the coverage required by
this MOU, and authority of the person signing the MOU to bind coverage on its behalf.
E. Contractors
Each Party shall obtain separate evidence of insurance for each contractor /consultant.
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APPENDIX A
INSURANCE
Each Party represents and warrants that, at its sole cost and expense it will maintain for the duration of the
MOU self- insurance against claims for injuries to persons or damages to property that may arise from, or in
connection with its (and its agents, representatives', employees' or contractors)' performance of the services
and /or operations herein and the indemnity provisions of this MOU.
A. Types of Coverage
Coverage provided by said self- insurance programs shall apply to and be in lieu of maintaining General and
Auto Liability and Workers' Compensation insurance, as well as Professional Liability Errors and Omissions
insurance, when applicable.
B. Minimum Limits of Coveraae
Coverage for Commercial General and Auto Liability shall be for not less than $1,000,000 per occurrence and
aggregate. Coverage for Professional Liability Errors and Omissions shall not be for less than $1,000,000 per
claim and aggregate. Coverage for Workers' Compensation coverage shall be as required by the California
Labor Code and include Employers Liability limits of not less than $1,000,000 per accident.
C. Other Self- Insurance Provisions
Each Party's self- insurance coverage applies to the other Party, its officers, employees, agents and contractors
as respects: Liability arising out of activities performed by or on behalf of, the insuring Party; products and
completed operations of the insuring Party; premises owned, leased or used by the insuring Party; and
automobiles owned, hired or borrowed by the insurance Party. Said self- insurance applies fully to any
indemnity for the insured Party, its officers, employees, agents and contractors.
Each Party's self- insurance coverage shall be primary as respects to insured -Party, its officers, employees,
agents and contractors. Any insurance or self- insurance maintained by insured Party, its officers, agents, or
contractors shall be excess of insuring Party's self- insurance and shall not contribute with it.
D. Verification of Coverage
Execution of this MOU shall constitute each Party's representation and warranty as to the coverage required by
this MOU, and authority of the person signing the MOU to bind coverage on its behalf.
E. Contractors
Each Party shall obtain separate evidence of insurance for each contractor /consultant.
AGREEMENT FOR SERVICES
(For contracts over $5,000 — NON - DESIGN, NON - ENGINEERING TYPE CONTRACTOR)
This AGREEMENT made this 1 st day of August, 2016, between:
CITY: City of Gilroy, having a principal place of business at
7351 Rosanna Street, Gilroy, California
and CONTRACTOR: Smart Utility Systems, having a principal place of business at 9900
MacArthur Blvd., Suite 300, Irvine, CA 92612.
ARTICLE 1. TERM OF AGREEMENT
This Agreement will become effective on August 1, 2016 and will continue in effect through
August 1. 2019 with an extension of two years at City's sole ovtion to be exercised by written
notice to be given by City not less than thirty (30) days nor more than sixty (60) days-ph"
July 31, 2019, unless terminated in accordance with the provisions of Article 7 of this
Agreement.
Any lapse in insurance coverage as required by Article 5, Section D of this Agreement shall
terminate this Agreement regardless of any other provision stated herein.
Initial
ARTICLE 2. INDEPENDENT CONTRACTOR STATUS
It is the express intention of the parties that CONTRACTOR is an independent contractor and
not an employee, agent, joint venturer or partner of CITY. Nothing in this Agreement shall be
interpreted or construed as creating or establishing the relationship of employer and employee
between CITY and CONTRACTOR or any employee or agent of CONTRACTOR. Both parties
acknowledge that CONTRACTOR is not an employee for state or federal tax purposes.
CONTRACTOR shall not be entitled to any of the rights or benefits afforded to CITY'S
employees, including, without limitation, disability or unemployment insurance, workers'
compensation, medical insurance, sick leave, retirement benefits or any other employment
benefits. CONTRACTOR shall retain the right to perform services for others during the term of
this Agreement.
ARTICLE 3. SERVICES TO BE PERFORMED BY CONTRACTOR
A. Specific Services
CONTRACTOR agrees to: Perform the services as outlined in Exhibit "A" ( "Specific
Provisions ") and Exhibit "B" ( "Scope of Services"), within the time periods described in
Exhibit "B ".
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B. Method of Performing Services
CONTRACTOR shall determine the method, details and means of performing the above -
described services. CITY shall have no right to, and shall not, control the manner or determine
the method. of accomplishing CONTRACTOR'S services.
C. Employment of Assistants
CONTRACTOR may, at the CONTRACTOR'S own expense, employ such assistants as
CONTRACTOR deems necessary to perform the services required of CONTRACTOR by this
Agreement, subject to the prohibition against assignment and subcontracting contained in
Artticle.5 below. CITY may not control, direct, or supervise CONTRACTOR'S assistants in the
performance of those services. CONTRACTOR assumes full and sole responsibility for the
payment of all compensation and expenses of these assistants and for all state and federal income
tax, unemployment insurance, Social Security, disability insurance and other applicable
withholding..
D. Place of Work
CONTRACTOR shall perform the services required by .this Agreement at any place or location
and at such times as CONTRACTOR shall determine is necessary to properly and timely
perform CONTRACTOR'S services.
ARTICLE 4. COMPENSATION
A. Consideration
In consideration for the services to be- performed by CONTRACTOR, CITY agrees. to pay
CONTRACTOR the amounts .set forth in Exhibit KC" ( "Payment Schedule'). In no event
however shall the total compensation paid to CONTRACTOR exceed $65.000 per fiscal year.
& Invoices
CONTRACTOR shall submit invoices for all services rendered.
C. Payment
Payment shall be due according to the payment schedule set forth in Exhibit "C". No payment
will be made unless CONTRACTOR has first provided City with a written receipt of invoice
describing the work performed and any approved direct expenses (as provided for in
Exhibit "A ", Section IV) incurred during the preceding period. If 'CITY objects to all or any
portion of any invoice, CITY shall notify CONTRACTOR of the objection within thirty (30)
..days from receipt of the invoice, give reasons. for the objection, and pay that portion of the
invoice not in dispute. It shall not constitute a default.or breach of this Agreement for CITY -not
to pay any invoiced amounts to which it has objected until the. objection has been resolved by
mutual agreement of the parties.
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D. Expenses
CONTRACTOR. shall be responsible for all costs and expenses incident to the performance of
services for CITY, including but not limited to, all costs of equipment used or provided by
CONTRACTOR, all fees, fines, licenses, bonds or taxes required of or imposed against
CONTRACTOR and all other of CONTRACTOR'S costs of doing business. CITY shall not be
responsible for any expenses incurred by CONTRACTOR in performing services for CITY,
except for those. expenses constituting "direct expenses" referenced on Exhibit "A."
ARTICLE 5. OBLIGATIONS OF CONTRACTOR
A. Tools and InstrumentaUties
CONTRACTOR shall supply all tools and instrumentalities required to perform the services
under this Agreement at its sole cost and expense. CONTRACTOR is not required to purchase
or rent any tools, equipment or services from CITY.
B. Workers' Compensation
CONTRACTOR agrees to provide workers' compensation insurance for CONTRACTOR'S
employees and agents and agrees to hold harmless, defend with counsel acceptable to CITY and
indemnify CITY, its officers, representatives, agents and employees from and against any and all
claims, suits, damages, costs, fees, demands, causes of action, losses, liabilities and. expenses,
including without Iimitation reasonable attorneys' fees, arising out of any injury, disability, or
death of any of CONTRACTOR'S employees.
C. Indemnification of Liability, Duty to Defend
As to all liability, to the fullest extent permitted by law, CONTRACTOR .shall defend, through
counsel approved by CITY (which approval shall not be unreasonably withheld),. indemnify and
hold harmless CITY, its officers, representatives, agents and employees against any and all suits,
damages, costs, fees, claims, demands, causes of action, losses, liabilities and expenses,
including without limitation attorneys' fees, arising or resulting directly or indirectly fio_ m any
act or omission of CONTRACTOR or CONTRATOR'S assistants, employees or agents,
including all claims relating to the injury or death of any person or damage to any property.
D. Insurance
In addition to any other obligations under this Agreement, CONTRACTOR shall, at no cost to
CITY, obtain and maintain throughout the term of this Agreement: (a) Conimercial Liability
Insurance on a per occurrence basis, including coverage for owned and non -owned automobiles,
with a minimum combined single limit coverage of $1,000,000 per occurrence for aft damages
due to bodily injury, sickness or disease, or death to any person, and damage to property,
including the loss of use thereof As a condition precedent to CITY'S obligations under this
Agreement, CONTRACTOR shall fiunish written evidence of such coverage (naming CITY, its
officers and employees as additional insureds on the Comprehensive Liability insurance, policy
referred to in (a) immediately above via a specific endorsement) and requiring thirty (30) days
written notice of policy lapse or cancellation, or of a material change in policy ,terms.
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E. Assignment
Notwithstanding any other provision of this Agreement, neither this Agreement nor any duties or
Obligations of CONTRACTOR under this Agreement may be assigned or subcontracted by
CONTRACTOR without the prior written consent of CITY, which CITY may withhold in its
sole and absolute discretion.
F. State and Federal Taxes
As CONTRACTOR is not CITY'S employee, CONTRACTOR shall be responsible for paying
all required state' and federal 'taxes. Without limiting the foregoing, CONTRACTOR
acknowledges- and agrees that:
• CITY will not withhold FICA (Social Security) from CONTRACTOR'S
payments;
C CITY will not make state or federal unemployment insurance contributions on
CONTRACTOR'S behalf,
CITY will not withhold state or federal income tax from payment to
CONTRACTOR;
C CITY will not make disability insurance contributions on behalf of
CONTRACTOR;
• CITY will not obtain workers' compensation insurance on behalf of
CONTRACTOR.
ARTICLE b. OBLIGATIONS OF CITY
A. Cooperation of City
CITY agrees to respond to all reasonable requests of CONTRACTOR and provide access, at
reasonable times following receipt by CITY of reasonable notice, to all documents reasonably
necessary to the performance of CONTRACTOR'S duties under this Agreement.
B. Assignment
CITY may assign this Agreement or any duties or � obligations thereunder to a successor
governmental entity without the consent of CONTRACTOR. Such assignment shall not release
CONTRACTOR from any of CONTRACTOR'S duties or obligations under this Agreement.
ARTICLE 7. TERMINATION OFAGREEMENT
A. Sale of CONTRACTOR's Business/ Death of CONTRACTOR.
CONTRACTOR shall notify CITY of the proposed :sale of CONTRACTOR's business no later
than thirty (30) days prior to any such sale. CITY shall have the option of terminating this
Agreement within thirty (30) days after receiving such notice of sale. Any such CITY
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termination pursuant to this Article 7.A shall be in writing and sent to the address for notices to
CONTRACTOR set forth in Exhibit A, Subsection V.H., no later than thirty (30) days after
CITY' receipt of such notice of sale.
If CONTRACTOR is an individual, this Agreement shall be deemed automatically terminated
upon death of CONTRACTOR.
B. Termination by City for Default of CONTRACTOR
Should CONTRACTOR default in the performance of this Agreement or materially breach any
of its provisions, CITY, at CITY'S option, may terminate this Agreement by giving written
notification to CONTRACTOR. For the purposes of this section, material breach of this
Agreement shall include, but not be limited to the following.
1. CONTRACTOR'S failure to professionally and/or timely perform any of 'the
services contemplated by this Agreement.
2 CONTRACTOR'S breach of any of its representations, warranties or covenants
contained in this Agreement.
CONTRACTOR shall be entitled to payment only for work completed in accordance with the
temps of this Agreement through the date of the termination notice, as reasonably determined by
CITY, provided that such payment shall not exceed the amounts set forth in this. Agreement for
the tasks described on Exhibit C" which have been fully, competently and'timely rendered by
CONTRACTOR. Notwithstanding the foregoing, if CITY terminates this Agreement due to
CONTRACTOR'S default in the performance of this Agreement or material breach by
CONTRACTOR of any of its provisions, then in addition to any other rights and remedies CITY
may have, CONTRACTOR shall reimburse CITY, within ten (10) days after demand, for. any
and all, costs and expenses incurred by CITY in order to complete the tasks constituting:tfie;scope
of work as described in this Agreement, to the extent such costs and expenses exceed the
amounts CITY would have been obligated to pay CONTRACTOR for the performance of that
task pursuant to this Agreement.
C. Termination -for Failure to Make Agreed-Upon Payments
Should CITY fail to pay CONTRACTOR all or any ,part of the compensation set forth in Article
4 of this Agreement on the date due, then if and only if such nonpayment constitutes- a default
under this Agreement, CONTRACTOR, at the CONTRACTOR'S option, may terminate this
Agreement if-such default is not remedied by CITY within thirty (30) days after demand for such
payment is given by CONTRACTOR to CITY.
D. Transition after Termination
Upon termination, CONTRACTOR shall immediately stop work, unless cessation could
potentially cause any damage or harm to person or property, in which case CONTRACTOR shall
cease such work as soon as it is safe to do so. CONTRACTOR shall incur no further expenses in
connection with this Agreement. CONTRACTOR. shall promptly deliver to CITY all work done
toward completion of the services required hereunder, and shall act in such a manner as to
MMURSONOMM
facilitate any the assumption of CONTRACTOR's duties by any new CONTRACTOR hired by
the CITY to complete such services.
ARTICLE S. GENERAL PROVISIONS
A.. Amendment & Modification
No- amendments, modifications, alterations or changes to the terms of this Agreement shall be
effective. unless and until made in: a writing signed by both parties hereto.
B. Americans with Disabilities Act of 1990
Throughout the term of this Agreement, the CONTRACTOR shall comply fully with all
applicable provisions of the Americans with Disabilities Act of 1990 ("the Act') in its current
form and as it may be amended from time to time. CONTRACTOR shall also require such
compliance of all subcontractors performing work under this Agreement, subject to the
prohibition against assignment and subcontracting. contained in Article 5 above. The
CONTRACTOR shall defend with counsel acceptable to CTTY, indemnify and hold harmless the
CITY OF GILROY, its officers, employees, agents and representatives from and against all suits,
claims, demands, damages, costs, causes of action, losses, liabilities, expenses and fees,
including without limitation reasonable attorneys' fees, that may arise out of any violations of
the Act by the CONTRACTOR, its subcontractors, or the officers, employees, agents or
representatives of either.
C. Attorneys' Fees
If any action at law or in equity, including an action for declaratory relief, is brought to enforce
or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable
attorneys' fees, which may be set by the court in the same action or in a separate. action brought
forthat purpose, in addition to any other relief to which that party may be entitled.
D. Captions
The captions and headings of the various sections, paragraphs and subparagraphs of the
Agreement are for convenience only and shall not be considered nor referred to for resolving
questions of interpretation.
E. Compliance with Laws
The CONTRACTOR shall keep itself informed of all .State and National laws and all municipal
ordinances and regulations. of the C= which in any manner affect those engaged or employed
in the work, or the materials used in the work, or which in any way affect the conduct of the
work, and of all such orders and decrees of bodies or tribunals having any jurisdiction or
authority over the same. Without limiting the foregoing, CONTRACTOR agrees to observe the
provisions of the Municipal Code of the CITY OF GILROY, obligating every contractor or
subcontractor under a contract or subcontract to the CITY OF GILROY for public works or for
goods or services to refrain from discriminatory employment or subcontracting practices on the
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basis of the race, color, sex, religious creed, national origin, ancestry of any employee, applicant
for employment, or any potential subcontractor.
F. Conflict of Interest
CONTRACTOR certifies that to the best of its knowledge, no CITY employee or office of any
public agency interested in this Agreement has any pecuniary interest in the business of
CONTRACTOR and that no person associated with CONTRACTOR has any interest that would
constitute' a conflict of interest in any manner or degree as to the execution or performance of
this Agreement.
G. Entire Agreement
This Agreement supersedes any and all prior agreements, whether oral or written, between the
parties hereto with respect to the rendering of services by CONTRACTOR for CITY and
contains all the covenants and agreements between the parties with respect to the rendering of
such services in any manner whatsoever. 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,. and that no
other agreement, statement or promise not contained in-this Agreement shall be valid or binding.
No other agreements or conversation with any officer, agent or employee of CITY prior to
execution of this Agreement shall affect or modify any of the terms or obligations contained in
any documents comprising this Agreement. Such other agreements or conversations shall' be
considered as unofficial information and in no way binding upon CITY.
The Agreement includes this Agreement far Services,. Exhibit A (Specific Provisions); Exhibit B
(Scope of Services), Exhibit C (Payment Schedule), and Exhibit D (End User License.
Agreement).
H. Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws of the State of
California without regard. to. the conflict of laws provisions of any jurisdiction. The exclusive
jurisdiction and venue with respect to any and all disputes arising hereunder shall be in state and
federal courts located in Santa Clara County, California.
I. Notices
Any notice to be given hereunder by either party to the other shall be in writing, via electronic,
mail or first -class mail, postage prepaid with return receipt requested. Mailed notices shall be
addressed to the parties at the addresses appearing in Exhibit "A ", Section V.H. but each party,
may change the address by written notice in accordance with this paragraph.. Notices delivered
personally will be deemed delivered as of actual receipt; mailed notices will be deemed delivered
as of three.(3) days after mailing.
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J. Partial Invalidity
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void
or unenforceable, the remaining provisions will nevertheless continue in full force without being
impaired or invalidated in any way.
K. Time of the Essence
All dates and times referred to in this Agreement are of the essence.
L. Waiver
CONTRACTOR agrees that waiver by CITY of any one or more of the conditions of
performance under this Agreement shall not be construed as waiver(s) of any other condition of
performance under this Agreement.
M. Execution in Counterparts
This Agreement may be executed in one or more counterparts. Each counterpart will be original,
but all such counterparts will constitute a single instrument.
Executed at Gilroy, California, on the date and year first above written.
CONTRACTOR:
Smart Utili
By.
Name: Brad A ke
Title: Direct6r of Sales LML.J ,...
L% wr..
Social Security or Taxpayer
Identification Number 47- 5384753
Approved as to Form
City Attorney
CITY:
CITY OF GILROY
By.
Name: Gabriel A. Gonzalez
Title: City Administrator
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EXHIBIT "A"
SPECIFIC PROVISIONS
1. PROJECT MANAGER
CONTRACTOR shall provide the services indicated on the attached Exhibit "B"., Scope of .
Services ("Services "). (All exhibits referenced are incorporated herein by reference.) To
accomplish that end, CONTRACTOR agrees to assign Amit Sharma. who will act in the capacity
of Project.Manager, and who will personally direct such Services.
Except as may be specified elsewhere in this Agreement, CONTRACTOR shall finish all
technical and professional services including labor, material, equipment, transportation,
supervision and expertise to perform all operations necessary and required to complete the
Services in accordance with the terms of this Agreement.
1I. NOTICE TO PROCEED /COMPLETION OF SERVICE
A. NOTICE TO PROCEED
CONTRACTOR shall commence the Services upon delivery to CONTRACTOR of a written
"Notice to Proceed ", which Notice to Proceed shall be in the form of a written communication
from designated City contact person(s). Notice to Proceed may be in the form of e-mail, fax or
letter authorizing commencement of the Services. For purposes of this Agreement, Daniel
Aldridge shall be the designated City contact person(s). Notice to Proceed shall be deemed to
have been delivered upon actual receipt by CONTRACTOR or if otherwise delivered as
provided in the Section V.H. ( "Notices") of this Exhibit "A ".
B. COMPLETION OF SERVICES
When CITY determines that CONTRACTOR has completed all of the Services in accordance
with the terms of this Agreement, CITY shall give CONTRACTOR written Notice of Final
Acceptance, and CONTRACTOR shall not incur any further costs hereunder. CONTRACTOR
may request this determination of completion when, in. its opinion, it has completed all of the
Services as required by the terns of this Agreement and, if so requested, CITY shall make this
determination within two (2) weeks of such request, or if CITY determines that CONTRACTOR
has not completed all of such Services as required by this Agreement, CITY shall so inform
CONTRACTOR within this two (2) week period.
III. PROGRESS SCHEDULE
The schedule for performance and completion of the Services will be as set forth in the attached
Exhibit "B" (Scope. of Work).
IV. PAYMENT OF FEES AND DIRECT EXPENSES
Payments shall be made to CONTRACTOR as provided for in Article 4 of this Agreement.
4819- M- 9892v3
MB WSM 047MI
Direct expenses are charges and fees not included in Exhibit "B ".. CITY shall be obligated to
pay only for those direct expenses which have been, previously approved in writing by CITY.
CONTRACTOR shall obtain written approval from CITY prior to incurring or billing of direct
expenses.
Copies of pertinent financial records, including invoices, will be included with the submission of
billing(s) for all direct expenses.
V. OTHER PROVISIONS
A. STANDARD OF WORKMANSHIP
CONTRACTOR represents and warrants that it has the qualifications, skills and licenses
necessary to perform the Services, and its duties and obligations, expressed and implied,
contained herein, and CITY expressly relies upon CONTRACTOR'S representations and,
warranties regarding its skills, qualifications and licenses. CONTRACTOR .shall perform such
Services and duties in conformance to and consistent with the standards generally recognized as
being employed by professionals in the same discipline in the State of California.
Any plans, designs, specifications, estimates, calculations, reports and other documents fumished
under this Agreement shall be of a quality acceptable to CITY. The minimum criteria for
acceptance shall be a product of neat appearance, well- organized, technically and grammatically
correct, checked and having the maker and checker identified. The minimum standard of
appearance, organization and content of the drawings shall be that used by CITY for similar
purposes.
B. RESPONSIBILITY OF CONTRACTOR
CONTRACTOR shall be responsible for the professional quality, technical accuracy, and .the
coordination of the Services furnished by it under this Agreement. CONTRACTOR shall not be
responsible for the accuracy of any project or technical information provided by the CITY.. The
CITY'S review, acceptance or payment for any of the Services shall not be construed to operate -
as a waiver of any rights under this Agreement or of any cause of action arising out of the
performance of this Agreement, and CONTRACTOR shall be and remain liable to CITY in
accordance with applicable law for all damages to CITY caused by CONTRACTOR'S negligent
performance of any of the services furnished under this. Agreement.
C. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR
CITY, through its authorized employees, representatives or' agents, shall have the right, at any
and all reasonable times, to audit the books and records (including, but not limited to, invoices,
vouchers, canceled checks, timecards, etc.) of CONTRACTOR for the purpose of verifying any
and all charges made by CONTRACTOR in connection with this Agreement. CONTRACTOR
shall maintain for a minimum period of three (3) years (from the date of final payment to
CONTRACTOR), or for any longer period required by law, sufficient books and records in
accordance with standard California accounting practices to establish the correctness of all
charges submitted to CITY by CONTRACTOR, all of which shall be made available to CITY at
the CITY'.s offices within five (5) business days after CITY's request.
4819-821a8924 -2_
SOMMMI
D. CONFIDENTIALITY OF MATERIAL
AT ideas, memoranda, specifications, plans, manufacturing procedures, data (including, but not
limited to, computer data and source code), drawings, descriptions, documents, discussions or
other information developed or received by or for CONTRACTOR and all other written and oral
information developed or received by or for CONTRACTOR and all other written .and oral
information submitted to CONTRACTOR in connection with the performance of this Agreement
shall be held confidential by CONTRACTOR and shall not, without the prior written consent of
CITY, be used for any purposes other than the performance of the Services, nor be disclosed to
an entity not connected with the performance of the such Services. Nothing fivaished to
CONTRACTOR which is otherwise known to CONTRACTOR or is or becomes .generally
known to the related industry (other than that which becomes generally known as the result of
CONTRACTOR'S disclosure thereof) shall be deemed confidential. CONTRACTOR.shall not
use CITY'S name or insignia, or distribute publicity pertaining to the services rendered under
this Agreement in any magazine, trade paper, newspaper or other medium without the express
written consent of CITY.
E. NO PLEDGING OF CITY'S CREDIT.
Under no circumstances shall CONTRACTOR have the authority or power to pledge the credit
of CITY or incur any obligation in the name of CITY..
F. OWNERSHIP OF MATERIAL.
All material including, but not limited to, computer information, data and source code, sketches,
tracings, drawings, plans, diagrams, quantities, estimates, .specifications, proposals, tests, maps,
calculations, photographs, reports and other material developed, collected, prepared (or caused to
be prepared) under this Agreement shall be the property of CITY, but CONTRACTOR may
retain and use copies thereof subject to Section V.D of this Exhibit "A ".
CITY shall not be limited in any way in its use of said material at any time for any work,
whether or not associated with the City project for which the Services are performed. However,
CONTRACTOR shall not be responsible for, and City shall indemnify CONTRACTOR fiom;
damages resulting from the use of said material for work other than PROJECT, including, but
not limited to, the release of this material to third parties for work other than -on. PROJECT.
G. NO THIRD PARTY BENEFICIARY.
This Agreement -shall not be construed or deemed to be an agreement for the benefit of any third
party or parties, and no third party or :parties shall have any claim or right of action hereunder for
any cause whatsoever.
mma ssomm7mi -3-
H. NOTICES.
Notices are to be sent as follows:
CITY: Daniel Aldridge
City of Gilroy
7351 Rosanna Street
Gilroy, CA 95020
CONTRACTOR: Brad Adamske
Smart Utility Systems
19900 MacArthur Blvd
Irvine, CA 92612
I. FEDERAL FUNDING REQUIREMENTS.
❑ If the box to the left of this sentence is checked, this Agreement involves federal
funding and the requirements of this Section V.I. apply.
® If the box to the left of this sentence is checked; this Agreement does-not involve
federal funding and the requirements of this. Section V.I. do not apply.
1. ' DBE Program
CONTRACTOR shall comply with the requirements of Title 49, Part. 26, Code of Federal
Regulations (49 CFR 26) and the City - adopted Disadvantaged Business Enterprise programs.
2. Cost Principles
Federal Acquisition Regulations in Title 48, CFR 31, shall be used to determine the allowable
cost for individual items.
3. Covenant against Contingent Fees
The CONTRACTOR warrants that he/she has not employed or retained any company or person,
other than a bona fide employee working for the CONTRACTOR, to solicit or secure this
Agreement, and that he/she has not paid or agreed to pay. any company or person; other than a
bona fide employee, any fee, commission, percentage, brokerage fee, gift or any other
consideration, contingent upon or resulting from the award or formation of this Agreement. For
breach or violation of this warranty, the Local Agency shall have the right to annul this
Agreement without liability or, at its discretion, to deduct from the agreement price or
consideration, or otherwise recover, the full amount of such fee, commission, percentage,
brokerage fee, gift or contingent fee.
4819-W-9024
MBRANSON104706091 -4-
Exhibit B
Scope of Services
1.1. Product/Implementation Scope
The functional scope of the implementation will include the following modules and capabilities of the SUS
Software:
Conservation
0000`
QtrMobile module that allows customers to view their Water Efficiency Score,
See Rebates and Savings Tips, and Enroll in Programs.
Connect Me
Allows customers to Report Water Waste and Other Violations to Utility
a� and to connect with them via Phone or email.
My Account
• Utility customers can view and manage service account information
including billing, payment, and communication preferences.
Usage
`��
Graphs and charts illustrating consumption, historical comparisons, and
����t�
9
rate plan.
Compare
Allows customers the ability to compare historical usage rates to current
consumption, similar properties, average users, and other characteristics
as defined by Utility.
Notifications
Real time 2 -way communication between customer and utility via
messages such as outage updates and service requests from Utility pushed
--
via web portal, email, and push notifications.
The Gilroy administration dashboard for reports, and analytics with the
Administration Portal
capabilities to download and /or export data to POF and MS Excel.
Administrator dashboard to configure messages and to change rules real -
time.
Investigation Work
Management
Receive investigation work order information, capture evidence, and
complete work orders
Conservation
Calculate Water Efficiency Score based on customer segment specific
Analytics
benchmarks, identify high value target customers for conservation
•
programs, and track conservation program performance based on usage
stakeholders
reduction at customer level.
Violations and
Reporting Identify and track violations based on customer and utility fieldworker
reports, and meter analysis for investigation, and issue notices to
Q customers.
1.2. Home Water Report Mailings
1. Four - color, including return envelope and postage - (quantity 10,000 monthly).
1.3. Installation Support and Integration
The SUS team will install all listed software modules in the SUS cloud along with integrations with the Client
systems as listed below:
Utility Billing System: Daily file transfer using Secure FTP or API access for customer information
2. Meter Data: Monthly File transfer based batch process using secure FTP for monthly meter reads and
daily batch process or API access for AMI system reads
We will require Client's functional and technical resources on as- needed basis to ensure end- to -end system
integration and data mapping.
1.4. Not in Scope
Any other modules standard to SUS products that not specifically listed in above scope sections. Any
enhancement or Change to SUS baseline products. Any integrations for data exchange with Client systems not
explicitly listed above.
2. Project Duration and Timeline
The estimated timeline for this engagement is 14 calendar weeks (13 week implementation + 1 week training and
stabilization). Within two weeks of receiving written authorization, the SUS team will begin scheduling the work
sessions associated with the tasks detailed below.
I. Project Kick -Off
2. Application Fit Gap 3. Deliver:
Planning a. Kick -Off Meeting
a. Application a. Application
b. ID customer
Walkthrough Walkthrough Doc
stakeholders
b. Integration Planning
1. Integration Design
2. Configuration and
Design
a. Integration design
administrative setup
b. Access to test data
a. Data request delivered
c. Database /table data
3. Deliverables
The following deliverables are anticipated as a result of the implementation activities in scope of this SOW.
mapping
Application Walkthrough
specifications incorporated into the software package for this
Document
d. Third -party APIs
SUS will provide weekly updates to the client on the overall status of
Weekly Project Status
1. Infrastructure
2. Module Configuration
3. Integration with
Setup /Ready
a. Configure test data
customer data and
User Acceptance Test
Acceptance Test scripts which the Client personnel can utilize to
b. Customer portal and
access
Configuration
SUS will provide user manuals for the in -scope Software projects. These
mobile configuration.
user guides will help Client's customers to easily understand the
workflow and functionality of each module.
c. Utility analytics (WiQ)
Platform configuration
d. SMW Configuration
1. Functional /integration
2. User Acceptance Test
3. Training
Testing complete for all
(UAT)
a. Application
Testing
a. UAT Scripts complete
walkthrough
b. UAT complete
session
b. Document end user
Guides
1. Execute Go -Live plan
2. Production Verification
2. Production live and
Deployment
Test
delivery of User
Guides
3. Deliverables
The following deliverables are anticipated as a result of the implementation activities in scope of this SOW.
4. Escalation
SUS will escalate issues in the following order, if they remain unresolved at the previous level:
Gilroy Project Manager (TBD) 1 Day TBD
The Application Walkthrough Doc will summarize the standard product
Application Walkthrough
specifications incorporated into the software package for this
Document
implementation.
SUS will provide weekly updates to the client on the overall status of
Weekly Project Status
the project. This report will include the details of the tasks
Report
accomplished for the current week, planned for next week, any
changes to scope and risks involved, if any.
SUS will be responsible to provide the Gient the detailed User
User Acceptance Test
Acceptance Test scripts which the Client personnel can utilize to
(UAT) Scripts
validate the functionality per the requirements.
SUS will provide user manuals for the in -scope Software projects. These
End User Guide
user guides will help Client's customers to easily understand the
workflow and functionality of each module.
4. Escalation
SUS will escalate issues in the following order, if they remain unresolved at the previous level:
Gilroy Project Manager (TBD) 1 Day TBD
Gilroy will escalate issues in the following order, if they remain unresolved at the previous level:
Amit Sharma — Delivery/Implementation
Director 1 Days amitsharma@smartusys.com
Brad Adamske — Sales Director, SUS 3 Days brad. adamske @smartusys.om
S. Change Control
I. The following process will be followed if a change to this Statement of Work or project plan is
required:
2. A Project Change Request (PCR) will be the vehicle for communicating change. The PCR must describe
the change, the rationale for the change and the effect the change will have on the
Project. Additionally, the PCR must also provide a recap of the original estimated resources and
costs, revised estimated resources and costs and associated cost savings or expenditures.
3. The designated Project Manager of the requesting party will review the proposed change and
determine whether to submit the request to the other parry.
4. Both Project Managers will review the proposed change and agree to take steps to implement it,
recommend it for further investigation, or reject it.
5. SUS and client will specify any changes to the fees as per agreed rate in this Statement of Work for
such investigation. A Change Order must be signed by authorized representatives from both parties in
order to revise the Statement of Work.
6. License, Fees, and Payment Terms
First Year Fees:
SCM• Annval User Licenses (14,000 Ucenses) $5,600 Invoiced upon signing of SOW
Investigation Work Management (5 Licenses) Included N/A
Smart Water IQAnalytics (5 Licenses) Included N/A
Annual Maintenance Fee Included N/A
Home Water Report Print Fees (City approx. 10,000
monthly) $0.724 each Invoiced quarterly
One -time Implementation Fee $4,000 Invoiced upon completion of UAT
Hosting Fee on Cloud Included N/A
Total First Year Fee $9,600'
*Plus applicable printing fees
Payment Schedule: Gilroy agrees to make all payments to SUS within thirty (30) calendar days after receipt of
invoice. Invoices not paid in full within such time shall be subject to a late fee of 1.5% or the maximum
allowed under the law— whichever is less
Scope Changes: For any items or activities that may cause the fixed fee above to be exceeded for reasons that
are beyond SUS's control, SUS will notify Client in advance and obtain written approval in the form of a PCR
pursuant to Section 6 above, executed by the Client's authorized signatory.
Restrictions: The above fees are for the a core software license, core software implementation, and mailings
only and do not include any third party options such as SMS text message notifications, additional language
support beyond English, and live online customer support: features..
7. Estimated Travel and Expenses: Expenses for travel l, room, board, and other direct expenses will be submitted
to Client for reimbursement at actual cost as incurred.
8. Risks-and Assumptions
1. Client will provide a response to reasonable SUS information needs and any needed review of
project- relevant documents within two (2) business-days.
2. Key personnel at Client that are designated as such by Client will be made available to SUS as required
during the Project Phases.
3. Client will provide onsite workspace for three (3) SUS resources with internet connectivity.
4. All documents will be jointly reviewed with Client staff .prior to submission by SUS for formal
acceptance by Client.
S. SUS mobile applications will be made available for i0S and Android.
6. Client data will be provided to SUS for products integration before start of Configuration Phase. The
configuration phase requires necessary datasets-for module configuration. These data sets will be
,provided in a flat file format sent and captured through SFTP protocol.
7. The Scope of Work is binding if authorized, and any changes to the Scope of Work must be made and
agreed to in writing:by SUS and Client.
B. Gilroy agrees-to. ensure Integration access with its.billing,.payment, and hardware systems where
applicable. Failure to obtain such availability and /or access from any such billing provider shall not
affect. Gilroy's obligations under this Statement of Work.
9. Client fully acknowledges and understands that any customization to standard features and
functionality as described in this Statement of Work will be assessed by SUS and may impact any
approved: budget and /or schedule. Client will have sole discretion to determine whether to,proceed.
with.such customizations.
9. Other Terms
Subject to the restrictions in this Agreement, SUS shall own any general, skills, know -how, expertise,-ideas,
concepts, methods, techniques, processes, software, materials or other information which may have been
discovered, created, developed or derived by SUS either prior to or as a result of its provision of Services
under this Agreement. SUS' Confidential information. (as defined below) belongs exclusively to SUS. Client will
have a non - exclusive, nontransferable license to use SUS' Confidential information for Client's own in.temal
use and only for the purposes for which they are delivered to the extent that they form part of the
Deliverables.
All Deliverables are solely for Client's internal use and:benefit. Client shall not authorize any third party ("Third
Party ") to rely upon any of the Deliverables without SUS' prior written consent. SUS accepts no liability or
responsibility to any Third Party who, benefits from or uses the Software or the Deliverables. Because SUS
accepts no liability to third parties with respect to the Services and' Deliverables, Client agrees to indemnify
and .hold SUS harmless from and against any and all Third Party claims, suits and actions, and all associated
damages, settlements, losses, liabilities, costs, and expenses, including without limitation reasonable
attorney's fees, arising from or relating to the Software implementation Services and /or Deliverables under
this Agreement, except to the extent finally determined to have resulted from the gross negligence or
intentional- misconduct of SUS relating to such Services and /or Deliverables.
Y.... .
10. Software Licensing
All licensing terms for end users shall be governed by the attached End User License Agreement which is
hereby incorporated by reference as Exhibit D below.
EXHIBIT "C"
PAYMENT SCHEDULE
Each payment to be invoiced and paid upon completion of specific job through the end of the
fiscal year,
First Year Fees:
SCM9 Annual User Licenses (14,000 Licenses)
Investigation Work Management (5 Licenses)
Smart Water iQ Analytics (5 Licenses)
Annual Maintenance Fee
Home Water Report Print Fees (Qty, approx.
10,000 monthly)
One -time Implementation Fee
Hosting Fee on Cloud
Total First Year Fee
*Plus applicable printing fees
$5,600 Invoiced upon signing of SOW
Included N/A
Included N/A
Included N/A
$0.724 each Invoiced quarterly
$4,000 Invoiced upon completion of UAT
Included N/A
$9,500'
Payment Schedule: Gilroy agrees to make all payments to SUS within thirty (30) calendar
days after receipt of invoice.
Scope Changes: For any items or activities that may cause the fixed fee above to be
exceeded for reasons that are beyond SUS's control, SUS will notify Client in advance
and obtain written approval in the form of a PCR pursuant to Section 6 above, executed by
the Client's authorized signatory.
Restrictions: The above fees are for the a core software license, core software
implementation, and mailings only and do not include any third party options such as SMS
text message notifications, additional language support beyond English, and live online
customer support features.
4819-9321-9892v3 M NO76091 -5-
Exhibit D
END -USER LICENSE AGREEMENT ( "EULA")
This End -User License Agreement (this "Agreement") is entered into as of Au ust 1 2016
(the "Effective Date ") by and between Smart Energy Systems, LLC, a California limited liability
company and parent company of Smart Utility Systems, Inc. with offices at 19900 MacArthur
Blvd.,. Suite 370, Irvine, CA 92612 ( "Licensor"), and the City of Gilroy ( "Customer")..
RECITALS
Licensor provides a software application known as SWiQT" (the "Software "), and the parties have
agreed that Licensor will provide the Software to Customer and also provide the Customer with.
maintenance services related to the Software. Therefore, in consideration of the mutual
covenants, terms, and conditions set forth below and in any relevant exhibits or documents, the
adequacy of which is hereby acknowledged, the. parties agree as follows:
TERMS AND CONDITIONS
1. DEFINITIONS. The following capitalized terms shall have the following meanings whenever
used in this Agreement.
1.1. "Documentation" means the Software's standard user manuals and any other
accompanying documents related to the , Software delivered to Customer during
Implementation.
12. "Implementation" means the process for gathering requirements, configuring, testing,
training, and' integrating the Software for Customer's use, as set forth in a Statement of
Work.
1.3. "Initial Term" means three ;(3) years from the date the Software is made available for use,
with such a date otherwise defined as "Go Live /Launch" in. an applicable Statement of
Work.
1.4. "Software" means Licensor's SWiQ7m software in source code and object code format.
1.5. "Specifications" means Licensor's Software: functionality, as set forth in an applicable
Statement of Work.
1.6. "Term" -means the initial Term (as defined above) and any applicable renewal term(s).
1.7. "Upgrades" is defined in. Section 3.1 :below.
2. LICENSES & DELIVERY.
-1-
2.1. License. Licensor hereby grants Customer a nonexclusive license to use and make available
the Software to Customer's utility users and /or employees during the Term, subject to
Section 2.2 below.
2.2. Restrictions on Software. Rights. Software transferred pursuant to this Agreement is
licensed, not sold, and Customer receives no .title to or ownership of any copy or of the
Software itself. Furthermore, Customer receives no rights to the Software other than those
specifically granted in Section 2.1 above. Without limiting the generality of the foregoing,
Customer shall not: (a) modify, create derivative works from, distribute, publicly display,
publicly perform, or sublicense the Software;. (b) allow third parties to exploit the Software;
or (c) reverse engineer, decompile, or attempt to derive any of the Software's source code.
3. MAINTENANCE
3.1. Provision of Maintenance: Licensor shall maintain the Software as follows during the Term:
(a) Licensor will routinely update the Software to address any security updates, bug fixes,
or responsiveness matters quarterly or as is required pursuant to Section: 3.2 below.
Licensor will update the Software to add: any new features or functions, incorporate
any improved process changes, and /or implement any performance- enhancing
modifications annually, if applicable ( "Upgrades ").
(b) Should an Upgrade be required .pursuant to Section 3.2 below,. Licensor will promptly
notify the Customer of any downtime and provide confirmation once functionality is
restored pursuant to the terms therein.
(c) Upon delivery to Customer, each Upgrade will constitute an element of the Software
and will be .subject to this Agreement's terms regarding Software, including, without
limitation license, warranty, and: indemnity terms.
3.2. Service Levels: Licensor shall: exercise reasonable efforts to achieve the following service
performance targets: . -
(a) Severity Classification
(i) Severity 1— Critical business impact with no alternative
(ii) Severity 2 —High business'impact with complicated alternative
NO Severity 3 — Minimal :business impact with alternatives
(iv) Severity 4 — Cosmetic Issues or documentation issues
-2-
M Service performance targets are set against-system availability, problem resolution
times, and follow up. Performance and reporting against such targets shall be as
follows:
(i) System Availability: Normal; Business Hours 99.95%
(ii) Problem Resolution Time:
Severity 1— within 4 Normal Business hours 959/
Severity 2 - within 8 Normal Business hours 90%
Severity 3 -within 40 Normal Business hours 80%
Severity 4 — within 80 Normal Business hours 70%
(iii) Follow—Up
Severity 1- hourly update 99%
Severity 2 - daily update 99%
Severity 3 - monthly update 99%
Severity 3 — monthly update 99%
(c) SUS will measure and report -on the Service performance targets on a monthly basis.
4 —FEES.
4.1. All implementation fees, software licensing fees, and other applicable fees are set out in
the Agreement for Services between Licensor Smart Utility Systems and Customer City of
Gilroy and the accompanying Exhibit B (Scope of Services).
S. IP & FEEDBACK.
5.1. IP Rights in the .Software. Licensor retains all right, title, and interest in and to the
Documentation and- Software, including without 'limitation Upgrades, except to the extent
of the limited licenses specifically set forth in Section 2.1 (Licenses). Customer recognizes
that the Software and its components are protected by copyright and- other laws. Customer
shall not (and shall not allow or cause any third party to) reverse engineer, disassemble,
alter, or otherwise translate the Software, Documentation, or Upgrades.
5.2. Feedback. Customer hereby grants Licensor a perpetual, irrevocable, unrestricted,
worldwide license to use any Feedback (as defined below) Customer communicates to
Licensor during the Term, without compensation or any obligation to report on such use.
Such rights shall include, without limitation, the right to exploit. Feedback in any way and
the right to grant sublicenses. Notwithstanding the provisions of Article 6 (Confideritra!
Information) below, Feedback will not be considered Customer's Confidential Information.
( "Feedback" refers to any suggestion or idea for modifying any of Licensor's products or
-3-
services, including all intellectual property rights therein.)
6. CONFIDENTIAL INFORMATION.
6.1. Confidential Information. Defined. "Confidential Information" refers to *the following types
of material or content one party to this Agreement ( "Discloser") discloses to the. other
( "Recipient "): (a) any information Discloser marks or designates as "Confidential" at the
time of disclosure; and (b) any other nonpublic, sensitive information disclosed by Discloser
including, but not limited to code, inventions, know -how, business, technical, and financial
information, or other information which should;reasonably be known by-the .Recipient to�be
confidential at the time it is disclosed, due to. the nature of the information and the
circumstances surrounding such disclosure. Notwithstanding the foregoing, Confidential
Information does not include information that: (i) is in Recipient's possession at the time of
disclosure; (ii) Is independently developed by Recipient without use of or reference to
Confidential Information,- (iii) becomes known .publicly, before or after disclosure, other
than as a result of Recipient's improper action or inaction; or (iv) is rightfully obtained by
Recipient from a third party without breach of any confidentiality obligations.
6.2. Nondisclosure. Recipient shall not use Confidential Information for any purpose other than
to facilitate this Agreement (the "Purpose "). Recipient: (a) shall not disclose. Confidential
Information to any employee or contractor of Recipient unless such person needs access in
order to facilitate the Purpose and executes a nondisclosure agreement with Recipient with
terms no less restrictive than those of this Article 6; and (b) shall not disclose Confidential
Information to any third party without Discloser's prior written consent. Notwithstanding
the foregoing, Recipient shall protect Confidential Information with the same degree of
care it uses to protect its own confidential information, but with no 'less than reasonable
care. Recipient shall promptly notify Discloser of any misuse or misappropriation of
Confidential Information that comes to Recipient's attention. Notwithstanding the
foregoing, Recipient may disclose Confidential Information as required by applicable law or
by proper legal or governmental authority. Recipient shall give Discloser ;prompt notice of
any such llegal or governmental demand and reasonably cooperate with Discloser in. any
effort to seek a protective order or otherwise to contest such required disclosure, at
Discloser's expense.
6.3..Iniunction. Recipient agrees that breach of this Article 6 would cause Discloser irreparable
injury, for which monetary damages would be inadequate, and in addition to any other
remedy, Discloser will be entitled to injunctive relief against such breach or threatened
breach, without proving actual damage.
6.4: Termination & Return. With respect to each item of Confidential information, the
obligations of Section 6.2 above (Nondisclosure). will terminate three (3) years from the
expiration of this Agreement. Upon such termination, Recipient shall return all copies
(excepting one (1) copy archived for :purposes of Recipient's back -up processes) of
Confidential Information to Discloser or,certify, in. writing, the destruction thereof.
It's
6.5. Retention of Rights. This Agreement does not :transfer ownership of Confidential
Information or grant a license thereto.:Discloser will retain all right, title, and interest in and
to all Confidential Information.
7. REPRESENTATIONS & WARRANTIES.
7.1. From Licensor.
(a) Re: Function. Licensor represents and warrants that, during the Term, the Software will
perform materially in accordance with its Specifications and pursuant to the service
level targets in Section 3.2 above.
(b) Re: IP Rights in the Software. Subject to the next sentence, 'Licensor represents and
warrants that it owns the Software, and has the power and authority to grant the rights
in this Agreement without the further consent of any third party. Licensor's
representations and warranties in the preceding sentence do not apply to the extent
that the infringement arises out of any of the conditions listed in Subsections 8.1(a)
through 8.1(e) .below. In the event of a breach of the warranty in this Subsection 7:1(b),
Licensor, at its own expense, will promptly take the following actions: (i) secure for
Customer the right to continue using the Software; (ii) .replace or modify the Software
to make it non- infringing, provided such modification or replacement will not
materially degrade any functionality listed in the Specifications; or (iii) refund the
prorated Licensee Fee paid, for the Software for every month remaining in the Term.,
following the date after which Customer is required to cease use-of the Software. In.
conjunction with Customer's right to terminate for breach where applicable and. the
provisions of Section 8.1 below (Indemnified Claims), the preceding sentence states
Licensor's sole obligation and liability, and Customer's sole remedy, for breach of the
warranty in this Subsection 7.1(b) and for potential or actual infringement by the
Software.
7.2. From Both Parties. Each party represents and warrants that it has the full right and
authority to enter into, execute, and perform its obligations- under this Agreement and- that
no pending or threatened claim or litigation known to it would have a material adverse
impact on its ability to perform as.required hereunder.
7.3. Warranty Disclaimers. Except for the express warranties in Sections 7.1 and 7.2 above,
LICENSOR .MAKES NO WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT
LIMITATION ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. Licensor does not warrant that the Software will perform without
error or that it will run without .immaterial interruption. Licensor provides no warranty
regarding, and will have no responsibility for, any claim arising out of: (a) a modification
of the Software made by anyone other than Licensor, unless Licensor approves such
modification :in writing; or (b) use .of the Software in combination with any operating
-5-
system not authorized or specifically forbidden in the Specifications or Documentation or
with hardware or software. Notwithstanding this disclaimer, LICENSOR warrants the
standard of its workmanship as provided in Exhibit A, Section V -A.
8. INDEMNIFICATION.
8.1. Indemnified Claims. Licensor shall defend and indemnify Customer and its officers,
directors, shareholders, parents, subsidiaries, agents, successors, and assigns against any
"Indemnified Claim," meaning any third party claim, suit, or proceeding arising out of,
related to, or alleging infringement of any patent, copyright, trade secret, or other
intellectual property right by the Software. Licensor's obligations set forth in this Section
8.1 do not apply to the extent that an Indemnified Claim arises out of: (a) Customer's
breach of this Agreement; (b) revisions to the Software made without Licensor's written
consent; (c) Customer's failure to incorporate Upgrades that would have avoided the
alleged infringement, provided Licensor offered such Upgrades without charges not
otherwise required' pursuant to this Agreement; (d) Licensor's modification, of Software in
compliance with Customer's specifications; (e) unauthorized use of the software by third
parties; or (f) use of the Software with hardware or software not provided' by or approved
of. by Licensor.
8.2. Litigation, & Additional Terms. Licensor's obligations pursuant to Section 8.1 above will be
excused to the extent that Customer's or any of Customer's Associates' failure to provide
prompt :notice of the Indemnified Claim or reasonably to cooperate materially prejudices
the defense. Licensor will control the defense of any Indemnified Claim, including appeals,
;negotiations, and any settlement or compromise thereof; provided Customer will, have the
,right, not to be exercised unreasonably, to reject any .settlement or compromise that
requires that it admit wrongdoing or liability or subjects it to any ongoing affirmative
obligations.
9. LIMITATION OF LIABILITY.
'9.1. Liability Cap. Licensor's liability arising out of or related to this Agreement shall in no event
exceed the Licensing Fee paid by Customer within the twelve (12) months preceding the
claim.
9.2. Exclusion of Consequential Damages. IN NO EVENT WILL LICENSOR BE LIABLE TO
CUSTOMER FOR ANY CONSEQUENTIAL, INDIRECT, SPECIAL, INCIDENTAL, OR PUNITIVE
DAMAGES ARISING. OUT OF OR RELATED TO THIS AGREEMENT.
9.3. Cianfications & Disclaimers. THE LIABILITIES LIMITED BY THIS ARTICLE 9 APPLY REGARDLESS
OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT, STRICT PRODUCT LIABILITY, OR
OTHERWISE; EVEN IF LICENSOR IS ADVISED IN ADVANCE OF THE POSSIBILITY OF THE
DAMAGES IN QUESTION- AND EVEN IF SUCH DAMAGES WERE FORESEEABLE; AND EVEN IF
CUSTOMER'S REMEDIES FAIL OF THEIR ESSENTIAL PURPOSE. If applicable law limits the
51
application of the provisions of this Section 9, Licensor's liability will be limited to the
maximum, extent permissible by law. 'For the avoidance of doubt, Licensor's liability limits
apply to Licensor's affiliates, licensors, agents, sponsors, directors, officers, employees,
consultants, and other representatives.
9.4. Exceptions to Limitation of Liability. Sections 9.1 (Liability Cap) and 9.2 (Exclusion of
Consequential Domages) above do not apply to: (a) claims pursuant to Article 8 above
(Indemnification); or (b) claims for attorneys' fees and other litigation costs recoverable by
the prevailing parry in any action.
10. TERMINATION.
10A.. Termination for Cause. Either party may terminate this Agreement if the other party (a) fails
to .cure any material breach within thirty (30) days after written notice of such breach; or
(b) ceases operation without a successor.
10.2. Effects of Termination. Upon termination of this Agreement, Customer shall. cease all use of
the Software and delete, destroy, or return all copies of the Documentation in its
possession or control. The following provisions will survive termination, or expiration of this
Agreement: (a) any obligation of Customer to pay fees incurred before termination; (b)
Articles and Sections 2.2 (Restrictions on Software Rights) 5 (IP & Feedback), 6 (Confidential
Information), 7.2 (Warranty Disclaimers), 8 (indemnification), and 9 (Limitation of Liability);
and: (c) any other provision herein that must survive to fulfill its essential purpose.
11. MISCELLANEOUS.
11.1. Independent Contractors. The parties are independent contractors and will so represent
themselves in all regards. Neither party is the agent of the other, and neither may make
commitments on the other's behalf.
11.2-Taxes. Fees in Section, 4.1 above do not include any applicable taxes. Customer shall be
solely responsible :in 'the event any authority imposes a duty, tax, levy, or fee (excluding
those based on Licensor's net income) upon the Software as supplied by Licensor under this
Agreement.
11.3. Notices. Notices ;pursuant to this Agreement shall -be made in writing and sent to the
addresses in the preamble of this Agreement. Such notices will be deemed. received at such
addresses upon the earlier of (a), actual receipt or (b) delivery in person, by electronic
delivery to an authorized representative, or by certified mail return receipt requested.
11.4.Force Maieure. No delay, failure, or default, other than a failure to pay fees, will constitute
a breach of this Agreement to the extent caused by acts of war, terrorism, earthquakes,
other acts of God or of nature, strikes or labor disputes, embargoes, or other causes
beyond the performing party's reasonable control.
-7-
X
115.Assignment & Successors. Customer may not assign this Agreement or any of its rights or
obligations hereunder without Licensor's written consent. Except to the extent forbidden in
this Section 11.5, this Agreement will be binding upon and inure to the benefit of the
parties' respective successors and assigns.
11.6.5everability. To the extent permitted by law, the parties waive any provision of law that
would render any clause of this Agreement invalid or unenforceable. In the event that a
provision herein is held to be invalid or Unenforceable, such .provision will be interpreted to
fulfill -its intended purpose to the maximum extent ,permitted by law, and the remaining
provisions of this Agreement wii.l continue in .full force and effect.
11.7.No Waiver. Neither party will be deemed to have waived any of its rights under this
Agreement by lapse of time or by any statement or representation other than by an
authorized representative in an explicit written waiver.. No waiver: of a breach hereof Will
constitute a waiver of any other breach .of this Agreement.
11.8. Construction. The parties agree that the terms of this Agreement result from negotiations
:between them. This Agreement will not be.construed:in favor of or against either party by
-reason of authorship.
AMENDMENT.:THIS AGREEMENT MAY ONLY BE AMENDED IN WRrFING BY AUTHORIZED
REPRESENTATIVES OFEACH PARTY.
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POLICY NUMBER: ZLP- 91MG029 A
Date: 0811612016
COMMERCIAL. GENERAL LIABIUTY
Smart Utility Systems Inc.
CPkCGA 2410 07
THIS (ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL. INSURED- OWNERS, LESSEES OR CONTRACTORS
(FORM B)
This endorsement modifies insurance provided under the following
COMMERCIAL GENERAL-LIABILITY COVERAGE PART SCHEDULE
hum- ed(s):
The City of Gtiroy, Its officers, agents and employees, are named as additional. inmveds
(if no entry appears above, the Information required to complete this endorsement will be shown In
applicable to this endorsement)
A. Section ;ll - Who Is An Insured Is amended to Include as an.addittonal Insured the
person(s) or organization(s) shown In. the Schedule, but only with respect to ilability
for "bodily injury," 'property damage" or'personal and advertising Injury" caused, In
whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your behalf
In the performance of your ongoing operations for the additional Insured(s) at the
location(s) designated above.
Any other insurance malntalned by the City of Gilroy shall be excess and not
coWbuft with the insurance provided by this policy.
Said policy shall not terintnate nor shall It be cancelled or reduced until thirty (30)
days after written notice to the city.
CPA CGA 2410 07
as