HomeMy WebLinkAboutC2015-189 - 4/30/2015 - NA f
AMENDMENT NO.2 TO
IT AGREEMENT
For
PROFESSIONAL SERVICES
This AGREEMENT is between the City of Corpus Christi, Texas, a Texas home-rule municipal
corporation,`CITY", acting through its duly authorized City Manager or designee("City Engineer"), and LMR
Consulting dba EPM Live of Carlsbad,CA, ("CONSULTANT),which agree as follows:
Original Contract $49,000.20 Administrative Approval December 21,2013
Amendment No. 1 $60,125.00 Ordinance No. 030078 February 11,2014
1. DECLARATIONS. "CITY" desires to engage "CONSULTANT" to provide services in
connection with City's project,described as follows: Project Management Software(E13126)"Project".
2. SCOPE OF WORK. "CONSULTANT"shall provide services for the PROJECT in accordance
with the accompanying Letters, Scope of Services, and Fee attached as"Exhibit A". Invoices to be submitted
in accordance with Exhibit"C".
3. FEE. The "CITY" agrees to pay the "CONSULTANT" for services provided in accordance
with Exhibit"A", Scope of Services, and Fee under this AGREEMENT, a total fee not to exceed'16.000.00,
(in figures), (Sixteen Thousand Dollars and Zero Cents ) (in words) for a total revised fee not to exceed
$125.125.70,(in figures), (Ont Hundred Twenty Five Thousand One Hundred Twenty Five Dollars and
Twenty Cents)(In words) .
4. INDEMNIFICATION AND HOLD HARMLESS. The "CONSULTANT" agrees to indemnify,
save harmless and defend the "CITY", and it's agents, servants, and employees as more fully set forth in
"Exhibit A,Terms and Conditions.5.05-Indemnification".
5. OWNERSHIP OF DOCUMENTS. Al documents including contract documents (plans and
specifications),record drawings,contractor's field data and subnittal data will be the sole property of the City
and may not be used again by the NE without the express written consent of the Director of Capital
Programs.However,the NE may use standard details that are not specific to this project.
CITY • CO- " S 1 LMR CONSULTING dba EPM UVE
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V: H.Gray, Joe id (Date)
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. til ' Works ( ) General Manager-EPM Live
2382 Faraday, Suite 200
Carlsbad,CA 92008
(866)391-3700 Office
(858)430-4894 Fax
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jlarsaheidQuplandsofwrare.com
RECOM dio
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H.Edmonds, P.E. (D te)
Director of Capital Programs
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2015-189
4/30/15 LIONNNEERINa fl I3i2s-PROJECT MANAGINAENT SOFTVAREVANINONINIT NO.2NO.NACNONMENT-EPM uve
LMR Consulting INDEXED
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Office of Mgmt and Budget Pete) *
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AP OVED AS TO LE,/ FORM
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I Department (Date)
ATTEST
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Rebecca Huerta, City Secretary (Date)
Fund Name Accounting Unit Account Activity No. Amount
No.
Capital Programs Operating 5310-11150-011 5300000 $16.000.00
KIENGINEEA/IG DATAexcHANGEGLARIBBAAENGNEERING 111E13126-PROJECT MANAGIDADKI SOFPNAREVAIENOMENT NO.?'..O E T•EEM UVE
AMENDMENT NO 2DOCX
:• EPMLive
;viand
2382 Faraday,Suite 200,Carlsbad,CA 92008
Phone(866)391-3700 Fax(858)430-4894
October 30, 2014
Holly Houghton
City of Corpus Christi
1201 Leopard Street
Corpus Christi,TX 78401-2825
Holly@cctexas.com
This express agreement is for services related to the EPM Live implementation at City of Corpus Christi.
The following table represents the services that will be provided. The services are further described in
Exhibit A.
Fees and Payment Terms:
Hrly
Requested Services Est Hrs Rate Cost
Consulting and IT Support Services(Exhibit A) 80 hrs $200 $16,000
• Infor ERP Integration
Total Cost $16,000
For questions or changes regarding this quote, please contact Manny Levy, Customer Success Manager,
at imlevy(Wuplandsoftware.com.The above rates are guaranteed for only 30 working days after the date
of this document and are subject to change thereafter. Travel and related expenses are not included in
this estimate, and should they be required and approved, they will be invoiced at actual cost as incurred.
Should travel and related expenses be required, they will be submitted to City of Corpus Christi by EPM
Live for prior approval.
EPM Live will perform the services on a Time and Material basis, at an hourly rate of$200.00 per hour,
to be invoiced monthly after the hours are spent. All fees are due and payable upon receipt of invoice.
Invoices not paid within 30 days are subject to penalties and withdrawal of resources. EPM Live shall not
perform any Services relating to this Agreement totaling more than the amount specified herein without
written approval by City of Corpus Christi,through the Change Control process described below.
Available Payment Terms:
• Credit Card: We accept VISA, MasterCard, American Express and Discover.
• Purchase Orders: Place order by faxing a signed copy of this quote along with Purchase Order#
to 858.430.4894.
1 . • www.epmlive.com 866.391.3700
EXHIBIT "A"
Page 1 of 1
'} EPM Live
upland
2382 Faraday,Suite 200,Carlsbad,CA 92008
Phone(866)391-3700 Fax(858)430-4894
Change Control:
EPM Live considers change control to be a standard component of all engagements that we undertake.
Change control includes changes to project scope and / or deliverables from the original project plan.
Other project impacts, such as lost time due to emergencies, software errors in licensed software or
unplanned absences of key personnel, can also effect the time required to complete the work and/or
the quality of the deliverables.
EPM Live has a formal change control process that uses a Change Order (CO) Express Services
Agreement to document and authorize changes. Scope changes beyond the original services listed
above will be presented first for authorization to estimate the impact (i.e., deliverables / schedule /
cost) and then to authorize the agreed upon scope change along with the associated schedule and cost
adjustment. Project impacts due to lost time or unavailability of key resources that may impact the
project scope, schedule or deliverables will be documented for decision(s) when changes to original
time/cost estimates may be warranted. A City of Corpus Christi signature is required on all CO Express
Services Agreements. If a decision is made to approve a change, a definitive time/cost estimate will be
determined and the project scope and timeline will be adjusted.
Authorization:
By signing herewith, City of Corpus Christi agrees to the terms and conditions as set forth in this
agreement and fully authorizes EPM Live to invoice City of Corpus Christi as agreed above, not to exceed
$16,000 for the consulting support services, plus any travel or other related expenses, unless first
authorized in writing by City of Corpus Christi.
Company: City of Corpus Christi
Authorizing Signature Date PO Number
Print Name and Title Phone Number
Billing Address City State Zip
Country
Please email this page with proper authorization to: Manny Levy at jmlevy@uplandsoftware.com
2 I <. _ www.epmlive.com 866.391.3700
EXHIBIT"A"
Page 1 of 2
• •
SUPPLIER NUMBER
PURCHASINGPVISION
"`"'' CITY OF CORPUS CHRISTI
City of DISCLOSURE OF INTEREST
Chnsti
City ofus Christi Ordinance 1711?,as amended,requires all persons or firms seekingto do business
with the Ci�yy to provide the following information. Every question must be answered. If the question is
not applicable, answer with "NA". See reverse side for Filing Requirements, Certifications and
definitions.
COMPANY NAME: al-4WD 5 or/k,/J t<G'/t'i l-I1.)
P.O.BOX:
STREET ADDRESS: s2A2 6}-4A.arty kue, Sit ° : (' LS'8etp (k ZIP: 9 Tt)r
FIRM IS: U Partnership2. 0 3. Sole Owner ❑4. Corporation
ciation S. Other
DISCLOSURE QUESTIONS
If additional space is necessary,please use the reverse side of this or attach separate sheet.
I. State the names of each employee" of the City of Corpus ge Christi having an "ownership interest"
constituting 3%or more of the ownership in the above named"firm."
Name Job Title and City Department(if known)
N/A
2. State the names of each "official" of the City of Corpus Christi having an "ownership interest"
constituting 3%or more of the ownership in the above named"firm."
Name Title
N/A
3. State the names of each"board member"of the City of Corpus Christi having an"ownership interest"
constituting 3%or more of the ownership in the above named"firm."
Name Board,Commission or Committee
N/A
4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi who
worked on any matter related to the subject of this contract and has an "ownership interest"
constituting 3%or more of the ownership in the above named"firm."
Name Consultant
N/A
EI�IBI'1'"B"
P I of
FILING REQUIREMENTS
If a person who requests official action on a matter knows that the requested action will confer an
economic benefit on anyCity official or that is distinguishable from the effect that the action
will have on members of publtic in or a substantial thereof,you shall disclose that fact
in a signed writing to the City offic- employee or body that has been requestedd, in I matter,
unless the interest of the City official or loyee m the matter is apparent. The
also be
Trade in a signed writing filed with the City. [Ethics Ordinance Section 2-349(d)]
CERTIFICATION
I certify that all information provided is true and correct as of the date of this statement,that I have not
knowingly
sub withheld
to disclosure
City of
f any Christi,information Trequested;
xas dh; and that ges occur.supplemental statements will be
Certifying Person: Title: DYACf 41 tie
(Type or Man
Signature of Certifying -A/ 7 Date: /24 ' /3/ DPenes:
DEFINITIONS
a. "Board member." A member of any board, commission, or committee appointed by the City
Council of the City of Corpus Christi,Texas.
b. "Economic benefit". An action that is likely to affect an economic interest if it is likely to have an
effect on that interest that is distinguishable from its effect on members of the public in general or a
substantial segment thereof.
c. "Employee." Any person employed by the City of Corpus Christi, Texas either on a full or part-
time
arttime basis,but not as an independent contractor.
d. "Firm." Any entity operated for economic gain,whether professional,industrial or commercial,and
whether established to produce or deal with a product or service,including but not limited to,entities
operated in the form of sole proprietorship,as self-employed person, partnership, corporation,joint
stock company,joint venture, receivership or trust, and entities which for purposes of taxation are
treated as non-profit organizations.
e. "Official." The Mayor, members of the City Council, City Manager, Deputy City Manager,
Assistant City Managers,Department and Division Heads,and Municipal Court Judges of the City of
Corpus Christi,Texas.
f. "Ownership Interest." Legal or equitable interest, whether actually or constructively held, in a
firm, including when such interest is held through an agent, trust, estate, or holding entity.
"Constructively held" refers to holdings or control established through voting trusts, proxies, or
special terms of venture or partnership agreements."
g. "Consultant."Any person or firm, such as engineers and architects, hired by the City of Corpus
Christi for the purpose of professional consultation and recommendation.
EXHIBIT"B"
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