HomeMy WebLinkAboutResolutions - 2004.09.09 - 27747MISCELLANEOUS RESOLUTION 104247
BY: FINANCE COMMITTEE, CHUCK MOSS, CHAIRPERSON
IN RE: DEPARTMENT OF MANAGEMENT AND BUDGET / PURCHASING DIVISION - EXCEPTION
TO PURCHASING POLICIES
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Mr. Chairperson, Ladies and Gentlemen:
WHEREAS Oakland County is implementing a new $40 million emergency
radio communications system for approximately 80 police, fire, and EMS
agencies within the County; and
WHEREAS implementation of this project requires an individual or
individuals to function as "project manager" to negotiate with local units of
government to secure sites and cooperation for the building of 36
communication towers, as well as other management duties; and
WHEREAS since the start of this project Ms. Patricia Coates has
functioned as the project manager, both as a full-time employee and as a
1,000 hour part time employee; and
WHEREAS due to delays in tower construction, Ms. Coates 1,000 hour
service limit has expired leaving the critical construction period uncovered;
and
WHEREAS because of her expertise in the field, and her extensive
experience with this particular project, it is crucial for the project's
success to retain the services of Ms. Coates; and
WHEREAS Ms. Coates has formed Coates Communication Consulting, LLC to
provide consulting services to various entities; and
WHEREAS the County has contracted with Coates Communication Consulting,
LLC to provide the required project management services; and
WHEREAS M.R. #93300, adopted December 9, 1993 requires that
professional services contracts between the county and former county
employees requires approval by the Board of Commissioners; and
WHEREAS although this contract is with Coates Communication Consulting,
LLC, a former county employee is the sole proprietor of the contracted firm,
Board of Commissioner approval is thus requested.
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of
Commissioners approves the professional services contract between the County
and Coates Communication Consulting, LLC in order to facilitate the
successful implementation of the emergency radio communications system.
Chairperson, on behalf of the Finance Committee, I move adoption of the
foregoing resolution.
FINANCE COMMITTEE
(i(h-CI,
FINANCE COMMITTEE:
Motion carried unanimously on a roll call vote.
September 4, 2004
REASON FOR EXCEPTION: Provided By Using Department
.T-FAI
PURCHASING DIVISION CONTRACT EXCEPTION REPORT
REV 441/03
MONTH OF: July, 2004
DATE RECEIVED
IN PURCHASING: 07-30-04 BUYER: Scott Guzzy
SINGLE . EXCEPTION* • SOURCE
Single source bids or purchases may be necessary when a specific good or service must be procured.
Item or service Is recognized in Its field as one of a kind.
The manufacturer of the item only sells direct with no distributors.
Item or service Is patented or proprietary.
The expense or drawbacks to modify an existing standardized commodity would outweigh the single
source purchase.
DEPARTMENT: Information Technology- Radio
DIVISION Phil Bertolini MANAGER:
CONTRACT amaadsdint., R. 2)A0bow
ADMINISTRATOR:
CONTRACT/ PO # B0202396
PHONE #: 858-0815
PHONE #: 858-0815
8<PIR,477ON DATE: 07-3145'
VENDOR NAME: Coates Communication Consulting LLC
NOT TO EXCEED (NTE) AMOUNT: $116,000.00
SERVICES / COMMODITY:
Provide consulting services for new emergency radio infrastructure.
I ACKNOWLEDGE THIS EXCEPTION REPORT IS BEING SUBMITTED TO THE FINANCE COMMITTEE
?\&.440 etknnia Cet,44,1S it& frteenorahebwhn 4/4i-evt
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already forced this position to a large extent as the County can only construct towers
when they have valid permits provided by the local governmental units. Moreover, given
that the Project has 'a shortfall, these towers may not be constructed without the securing
of additional Project funds or through efficiencies yet to be obtained in the Project
construction. Should funding be secured from an as yet undetermined source, the County
will be able to construct these towers and bring the affected areas onto the Project.
By abandoning these sites (assuming the permission is not granted in January), the
County will mitigate the tower construction costs and subsequent radio / mobile / console
costs otherwise required. For example, the cost of the tower, radios and mobile units for
West Bloomfield Township and surrounding communities would be $1 million. Should
these sites not be constructed, it would substantially mitigate the Project's shortfall. The
decision on this matter is highly dependent upon meetings at these three entities during
January 2004 and whether the local officials grant permission to construct a tower in a •
timely manner.
ROJECT MANAGER - PTNE
The County is relying heavily on the Project's manager who is a part-time, non-eligible
employee limited to 1,000 hours for calendar 2004. The intensity of the Project in 2004
will be high given the delays in the construction of the towers. The County's Project
manager could exhaust the available hours by the summer of 2004 - leaving the critical,
construction period uncovered. Should the County be required to do so, the County may
have to hire consultants to compensate for this matter. The County will be determining
how her involvement in the Project can be leveraged with existing subordinates in the
Radio Communications Operations over the coming month. -
The loss of this individual, however, from County employment would require that she
abandon her position on the Emergency Telephone Services Committee - a critical
committee that sets policies concerning allocations of resources and other matters in the
9-1-1 emergency arca.
SUMMARY
The shortfall reflected last year resulted in the following actions being approved and / or
considered by the Radio Oversight Committee - which continue today in assisting to
'resolve the shortfall:
• The Committee decided to significantly reduce the launch of V-tacs and cell units
(equipment used to fill coverage gaps). Restrictive policies have yet to be
developed to specifically cite when they would be used and when they would not.
• The non-public safety agencies and commercial public safety agencies (hospitals
and ambulance companies) would acquire their own equipment and pay an access
. fee. This access fee has been included within the later years of the project,
although no formal action steps have been undertaken to develop the fee structure
12
COATES COMMUNICATION CONSULTING, LLC
The attached 'single source' contract to Coates Communications Consulting, LLC
(referred to herein as C-3) involves a single PTNE employee — Pat Coates — who has now
exceeded her 1,000-hour requirement under the federal regulations and can no longer be
retained as an employee. Ms. Coates is a retiree working as the lead project manager on
the County's $40 million public safety communications system for roughly 80 police, fire
and EMS agencies within Oakland County. This situation in the number of hours being
incurred has been described in the last several version of the 'cash flow status'
memoranda submitted to the Public Services and Finance Committees.
Ms. Coates has and continues to be a critical component to the successful completion of
the tower construction, implementation and training relating to the radio communications
system and liaison on several key statewide committees. Ms. Coates is the County's
PSAP Coordinator as well. These latter committees generally require that 'employees',
not 'contractors', participate as voting members. These committees (ETSC, APCO, etc.)
provide the County significant advance warning of this highly regulated industry — from
changes in frequency issues, to planning for new frequencies, etc.
The County is presently over half way through a very difficult build-out of its requisite
towers — of which there will be 36 total towers in the system. Six of these towers will be
retained from the County's present radio communications system, with the remaining 31
towers being leased from commercial entities or built. Ms. Coates has performed
exceedingly well in minimizing the local angst in this very troublesome issue — building
unsightly towers versus improved public safety radio communications.
Part of the reason for the contract as well is the significant delays caused by the
frequency interference matters and CVT permitting. Both of these issues have been
discussed at quite some length in the 'cash flow status' memoranda discussed above. As
noted therein, the County has had to incur additional vendor project management costs
due to coristaicdon delays outside the County's control. Should the County have had to
seourc inaitoznative solution to Ms. Coates, it would have been faced with further delays
in the project, significantly added costs and finally, a sure loss of any seat at the statewide
radio committee meetings.
Accordingly, the C-3 contract has been entered into to protect the County's interests in
this critical project.
by the Radio Oversight Committee. As a practical matter, the commercial entities
would be required to cover these costs by virtue of the State's constitution (that is,
the County 'cannot lend credit' to commercial entities).
• The County will provide a standard radio. Ancillary equipment (shoulder
microphones, encryption and other such features) will be covered by the public
safety departments, if required.
• The 'post 1998 participants' would be expected to acquire this equipment via
State or federal grants. Several of the. smaller governmental units have been
awarded Homeland Security grants. The County has agreed to cover the nominal
local share of the grant match should these units be successful in securing the
grants.
The Radio Oversight Committee considered the potential of requiring the 'post
1998 participants' covering half of the radio equipment costs upon launch. No
formal position was taken by the Committee. Discussions at the various Board
Committees of this potential action appeared to be troublesome as well. The
Board Committees took no formal action to resolve this situation.
No formal resolution to this issue exists — although clearly securing federal or
State grants is the most viable option at present. The federal government has
limited the acquisition of this type equipment by virtue of requiring police or fire
departments apply for these grants. Regional entities — such as counties,
CLEMIS, Fire Records Management System, or the Csunty's radio project —
cannot apply for these grants directly. This will hamper the acquisition of the
equipment should the local governmental entities consider applying for grants
other than the radio system — leaving the potential for the County's General Fund
to cover these costs or leave one or more of the 'post 1998 participants' excluded
from the project upon launch.
• Should any tower sites not be committed to in January 2004, they will be -
abandoned until the end of the Project. The savings would be substantial but
these areas would not be able to enjoy the radios, mobiles and other equipment
contemplated in the Project's goals. It would, however, substantially mitigate the
Project's shortfall.
• Finally, two options were considered by the Radio Oversight Committee, namely,
a nominal access fee paid by the public safety users and / or extension of the
telephone-operating surcharge beyond December 31, 2006 (assuming that the
State Legislators approve such an extension). In addition, the restrictions on the
deployment of radio equipment could also be explored. However, none of the
potential actions cited in this bullet have been concluded by either the Radio
Oversight Committee or the Board Committees.
13
The current shortfall is roughly $3.5 million. The shortfall may increases by an
undetermined amount should the Detroit frequency swap occur. However, there are
adequate actions steps underway to address this shortfall should it not be increased by
frequency swaps or further delays in the tower construction. While a concern, the issue is
considered to be manageable as there is sufficient time to address a restructuring of the
Project. Difficult, but not impossible to resolve.
- 14
Information Technology
Scott Guzzy
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET
PURCHASING DIVISION CONTRACT NUMBER: B0202396
July 28, 2004 through July 31, 2005
Contract - NOT TO EXCEED AMOUNT $116,000.00
This "Contract" is made between the COUNTY OF OAKLAND, a Michigan Constitutional Corporation, hereinafter called
"County", and the "Contractor" as Anther described in the following Table. In this Contract, either Contractor or the County
may also be referred to individually as a "Party" or jointly as the "Parties".
COUNTY OF OAKLAND
1200 N. Telegraph Road
Pontiac, MI 48341-0047
(herein, the "County")
Coates Communications Consulting
Michigan Corporate LD. No. 381585845
2660 Gmenstone, #1615
Auburn Hills, MI 48326
(herein the "Contractor")
This Contract is organized and divided into the following "Section" or "Sections" for the convenience of the Parties.
SECTION 1.
SECTION 2.
SECTION 3.
SECTION 4.
SECTION 5.
SECTION 6.
SCOPE OF CONTRACTOR'S SERVICES _
COUNTY PAYMENT OBLIGATION FOR CONTRACTOR'S SERVICES
CONTRACT EFFECTIVE DATE AND TERMINATION
CONTRACTOR ASSURANCES AND WARRANTIES
CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION
CONTRACT DOCUMENTS, DEFINITIONS, AND GERNAL TERMS AND CONDMONS
In consideration of the mutual promises, obligations, representations, and assurances in this Contract, the Parties agree to the
following:
SCOPE OF CONTRACTOR'S SERVICES
Scope of Work
The contractor will provide all services normally assigned to the CLEMIS Administrator, including, but not
limited to:
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET•PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER acorstracinumben•
I. Radio Communications:
Serve as Project Manager for the implementation of a county wide, intemperable public safety communications
voice and data system:
A. Serve as contract administrator of all relevant vendor contracts, including MA COM, VFP, CSI, Cummins,
Spectrasite, Radian, et al. Contract administration will include all relevant tasks, including participation in
initial negotiations, initiation of purchase orders, review and approval of equipment and services received
for compliance with the contracts, and review and approval of invoices.
B. Coordinate the work of all vendors and staff members involved in the project to insure that tasks are
completed in an orderly, stmctured timeline.
C. Manage site acquisition, including coordination of all local approval processes, pre-construction services
and licensing, presentation to CVT boards, and negotiating contracts for collocation sites and local
agreements in conjunction with Corporation Counsel.
D. Participate in meetings and conference calls relevant to the project, including informational presentations
to County police and fire associations and other interested parties.
E. Serve as staff liaison to the Radio Oversight Committee, including the preparation of status reports,
surveys and other documents.
F. Coordinate the fleet mapping and unit assignment process.
G. Coordinate all user and technician training with the vendor and participating agencies.
H. Coordinate the installation of all site, PSAP, and field user equipment.
L Represent the County on various radio related boards and associations, including APCO, the ETSC,
MPSFAC, Region 21 700 MHz Planning Committee, Michigan Interoperability Committee, MCDA, etal.
J. Research and maintain knowledge of all relevant State and Federal current and pending legislation, and
keep the County apprised of proposed changes.
K. Represent the County with verbal and written legislative testimony as appropriate.
L. Research and maintain knowledge of all relevant technical, licensing and operational standards and
mandates, and assist the County in achieving and maintaining compliance.
M. Other radio project duties as assigned
IL 9-1-1
Serve as the County 9-1-1 Coordinator-- -
A. Serve as liaison between the County and the 30 local PSAPs, including facilitation of quarterly PSAP
Coordinator meetings
B. Coordinate deployment of Phase I and Phase II Wireless 9-1-1 per Federal and State mandates. Specific
tasks include, but are not limited to, equipment procurement and installation, negotiation of service
agreements with wireless carriers, network design and trunk allocation in coordination with the CLEC
network provider, completion of jurisdictional boundary maps, completion and review of databases of
tower sites and routing, MSAG compliance tasks, and facilitating the training of the wireless PSAPs.
C. Completion of Oakland Cotmty's annual report on 9-1-1 to the Michigan Legislature and ETSC.
D. Completion of the annual request for wireless funds and the quarterly compliance reports to the ETSC.
E. Represent the County on various 9-1-1 related boards and associations, including APCO, the ETSC,
NENA, MCDA, etc. as
F. Represent the County with verbal and written legislative testimony as appropriate.
O. Research and maintain knowledge of relevant State and Federal current and pending 9-1-1 legislation
and apprise the County of proposed changes.
H. Research and maintain knowledge of current and pending technological changes impacting the 9-1-1
service, such as VolP and Telematic notification systems, apprise the County of proposed changes, and
prepare strategic plans for compliance.
L Other 9-1-1 related duties as assigned.
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING-DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER Ecantractnumber.
ILL CLEM1S
A. Prepare and conduct informational presentations on radio communications and 9-1-1 to CLEMIS
Advisory and relevant subcommittees.
B. Other CLEMIS tasks as assigned
2. COUNTY PAYMENT OBLIGATIONS FOR CONTRACTOR'S SERVICES
2.1. Except as otherwise expressly provided for in this Contract, the County's sole financial obligation to the
Contractor for any Contractor services under this Contra& shall be:
The County shall remit to the Contractor the amount of $58.00 per hour. Billable hours will include all
time spent on County business, including attendance at meetings, conferences, and legislative hearings.
Billable hours will include direct travel time to and from off campus meetings and conferences, but will not
include travel time to and from Contractor's home and the County work site.
The contracted "not to exceed" amount assumes a maximum of 2000 billable hours within a twelve month
period; the Contractor shall be available for additional hours in excess of 2000 annually upon request of the
County and in accordance with Subsection 2.1.1.
The County shall provide the Contractor with continuing use of office space, telephone, office supplies, a
computer with County Network capabilities, a County email accountwith remote access, County business
cards, a County Identification card, and a mobile telephone. The Contractor agrees that use of County
facilities, equipment and supplies will be restricted to County related business only.
The Contractor shall maintain active membership in all relevant public safety communications associations,
and shall attend conferences and training seminars to maintain current technical and operational knowledge
and skills. The Contractor will assume the cost of all memberships and publications, yelticle_mileage to all
conferences and meetings within Michigan, conference registration fees, training and seminar fees, and
meals and lodging at meetings and conferences within Michijin. The County Will reimburse the Contractor
for out of state travel expenses for meetings, training or factory acceptance testing with vendors.
The Contractor will maintain current certification as an Emergency Number Professional (ENP) and will
pay all associated costs for testing and recertification as required.
2.1.1. In no event, shall the County's amount due and owing the Contractor for any and all services rendered
exceed the amount identified as the "NOT TO EXCEED AMOUNT" on the first page of this Contract In
the event the Contractor can reasonably foresee the total billings for its services will exceed this "NOT TO
EXCEED AMOUNT, "the Contractor shall provide the County with notice of this contingency at least 15
Days before this event
2.1.2. No more than once a month, the Contractor shall submit an invoice to the County, which shall itemize all
amounts due and/or owing by the County under this Contract, and payment terms as the date of the iirtroice.
The invoices shall be submitted in the form requested by the County. The County shall have no obligation
to make payment until a proper invoice of service is submitted. The County reserves the right to make
partial payments on account of the amount due the Contractor as the work progresses.
OAKLAND Couloir( DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER gcontractnumben n
2.2. Under no circumstances shall the County be responsible for any cost, fee, fine, penalty, or direct, indirect, special,
incidental or consequential damages incurred or suffered by Contractor in connection with or resulting from the
Contractor's providing any services under this Contract
2.3. The County has the right to offset any amounts due and owing to the Contractor should the County incur any cost
associated with this Contract that are the obligations of Contractor under this Contract
2.4. This Contract does not authorize any in-kind services by either Party, unless expressly provided herein.
3. CONTRACT EFFECTIVE DATE, TERMINATION NOTICES AND AMENDMENTS
3.1. The effective date of this Contract shall be July 30, 2004, and unless otherwise terminated or canceled as provided
below, it shall end at 11:59:59 pun. on the "Contract Expiration Date" shown on the first page of this Contract, at
which time this Contract expires without any further act or notice of either Party being required. The Parties are under
no obligation to renew or extend this Contract after Contract Expiration Date. Notwithstanding the above, under no
circumstances shall this Contract be effective and binding and no payments to the Contractor shall be due or owing for
any Contractor services until and unless:
3.1.1. This Contract is signed by a Contractor Employee, legally authorized to bind the Contractor.
3.1.2. Any and all Contractor Certificates of Insurance, and any other conditions precedent to the Contract have
been submitted and accepted by the County.
3.1.3. This Contract is signed by an authorized agent of the Oakland County Purchasing Division, as provided for
on the signature page of this Contract, who shall be the final signatory to this Contract
3.2. The County may terminate and/or cancel this Contract (or any part thereof) at any time during the term, any renewal,
or any extension of this Contract, upon thirty (30) days written notice to the Contractor, for any reason, including
convenience without incurring obligation or penalty of any kind. The effective date for termination or cancellation
shall be clearly stated in the written notice.
3.3. The County's sole obligation in the event of termination is for payment for actual services. readered_by the Contractor
before the effective date of termination. Under no circumstances shall the County be liable for any future loss of
income, profits, any consequential damages or any loss of Ws-1nm opportunities, revenues, or any other economic
benefit Contractor may have realized but for the limitation and/or cancellation of this Contract The County shall
not be obligated to pay Contractor any cancellation or termination fee if this Contract is cancelled or terminated as
provided herein.
3.4. Contractor may terminate and/or cancel this Contract (or any part thereof) at anytime upon ninety (90) days written
notice to the County, if the County defaults in any obligation contained herein, and within the ninety (90) notice
period the County has failed or has not attempted to cure any such default The effective date of termination and/or
cancellation and the specific alleged default shall be clearly stated in the written notice.
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER econtractnumbers
3.5. Notices. Notices given under this Contract shall be in writing and shall either be personally delivered, sent by
express delivery service, certified mail, or first class U.S. mail postage prepaid, and addressed to the person listed
below. Notice will be deemed given when one of the following occur (1) the date of actual receipt (2) the next
business day when notice is sent express delivery service or personal delivery; or (3) three days after mailing first
class or certified U.S. mail
3.5.1. If notice is sent to the Contractor, it shall be addressed to:
Patrkie Cootes
2660 enenstme, 01615
Auburn Mils, MI 48326
3.5.2. If notice is sent the County, it shall be addressed to:
Oakland County
Joseph AL gylla
1200 N. Telegraph
Ponder., MI 48341
3.5.3. Either Party may change the address or individual to which notice is sent by notifying the other party in
writing of the change.
3.6 Contract Modifications or Amendments. Any modifications, amendments, recessions, waivers, or releases to this
Contract must be in writing and agreed to by both Parties. Unless otherwise agreed, the modification, amendment,
recession, waiver, or release shall be signed by an expressly authorized Contractor Employee and by the same person
who signed the Contract for the County or the County Purchasing Manager or assigned Purchasing designee.
4. CONTRACTOR'S ASSURANCES AND WARRANTIES
4.1. Service Warranty. Contractor warrants that all services performed hereunder will be performed in a mai= that
complies with all applicable laws, statutes, regulations, ordinances, and professional standards.
4.2. Business and Professional Licenses. The Contractor will obtain and maintain at all times during the term of this
Contract all applicable business and professional licenses necessary to provide the contracted services.
4.1 Equipment and Supplies. The Contractor is responsible for providing equipment and supplies not expressly required . _ pitiviticci by the County herein.
4.4. Taxes. The Contractor shall pay, its own local, state and federal taxes, including without limitation, social security
taxes, and unemployment compensation taxes. The County shall not be liable to or required to reimburse the
Contractor for any federal, state and local taxes or fees of any kind.
4.5. Contractor's Incidental Expenses. Except as otherwise expressly provided in this Contract the Contractor shall be
solely responsible and liable for all costs and expenses incident to the performance of all services for the County
including, but not limited to, any professional dues, association fees, license fees, fines, taxes, and penalties.
4.6. Contractor Employees.
4.6.1. Contractor shall employ and assign qualified Contractor Employees as necessary and appropriate to provide
the services under this Contract Contractor shall ensure all Contractor Employees have all the necessary
knowledge, skill, and qualifications necessary to perform the required services and possess any necessary
licenses, permits, certificates, and governmental authorizations as may required by law.
4.6.2. Contractor shall solely control, direct, and supervise all Contractor Employees with respect to all
Contractor obligations under this Contract Contractor will be solely responsible for and fully liable for the
conduct and supervision of any Contractor Employee
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER (contractriumbm
443. All Contractor Employees shall wear and display appropriate county-provided identification at all times
while working on County premises.
4.6.4. All Contractor Employees assigned to work under this Contract may, at the County's discretion, be subject to a security check and clearance by the County.
4.7. Contractor Employee-Related Expenses. All Contractor Employees shall be employed at the Contractor's sole
expense (including employment-related taxes and insurance) and the Contractor warrants that all Contractor
Employees shall dilly comply with and adheres to all of the terms of this Contract Contractor shall indemnify and
hold the County harmless for all Claims against the County by any Contractor Employee, arising out of any contract
for hire or employer-employee relationship between the Contractor and any Contractor Employee, including, but not
limited to, Worker's Compensation, disability pay or other insurance of any kind.
4.8. Full Knowledge of Service Expectations and Attendant Circumstances. Contractor warrants that before submitting its
Proposal and/or entering into this Contract, it had a full opportunity to review the proposed services, and review all
County requirements and/or expectations under this Contract The Contractor is responsible for being adequately and
properly prepared to execute this Contract Contractor has satisfied itself in all material respects that it will be able to
perform all obligations under the Contract as specified herein.
4.9. The Contractor's relationship to the County is that of an Independent Contractor. Nothing in this Contract is intended
to establish an employer-employee relationship between the County and either the Contractor or any Contractor
Employee. All Contractor Employees assigned to provide services under this Contract by the Contractor shall, in all
cases, be deemed employees of the Contractor and not employees, agents or sub-contractors of the County.
5. CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION
5.1. Indemnification
Contractor shall indemnify and hold the County harmless from any and all Claims which are incurred by or
asserted against the County by any person or entity, alleged to have been caused or found to arise, from the
acts, performances, errors, or omissions of Contractor or Contractor's Employees, including, without
limitation, all Claims relating to injury or death of any person or damage to any property.
5.1.2. The indemnification rights contained in this Contract are in excess and over and above any valid and
collectible insurance rights/policies. During the term of this Contact, if the validity or collectability of the
--- Contractor's insurance is disputed by the insurance company, the Contractor shallinitertulify -theagrarfor -
all claims asserted against the County and if the insurance company prevails, the Contractor shall
indemnify the County for uncollectable accounts.
5.13. Contractor shall have no rights against the County for any indemnification (e.g., contractual, equitable, or
by implication), contribution, subrogation, and/or any other right to be reimbursed by the County except as
expressly provided herein.
5.1.4. Contractor waives and releases all actions, liabilities, loss and damage including any subrogated rights it
may have against the County based upon any Claim brought against the County suffered by a Contractor
Employee.
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER tcontractnumben n
5.1.1.
S'ECTION 5 — MENU FOR ALL CON1'RACTS
5.2. Contractor Provided Insurance
5.2.1. At all times during this Contract Contractor shall obtain and maintain insurance according to the
specifications indicated.
1. .Vendor agrees to procure and maintain insurance coverage according to the following specifications:
a. 3,000,000.00 Combined Single Limit Commercial General Liability Bawd Form
Endorsement/or the following as minimum requirements:
Broad form property damage
Premises/Operations
Libel and Slander
Independent Contractors
(Blanket) Broad form Contractual
Personal Injury - delete contractual exclusion "A"
Additional Insured - the County of Oaldand, County Agents (as defined in this
Contract) and employees and elected and appointed officials of °Wand County;
The total limits of general liability coverage required herein may be satisfied with a
combination of a primary and excess policy having not less than $3,000,000 in limits,
specifically listing the primary general liability policy as underlying insurance.
b. Workers' Compensation as required by law $100,000.00 and Employer's Liability:
$1,000,000.00 Combined Single Limit Automobile Liability, including hired and leased
vehicles, and owned and non-owned autos. No-Fault coverage as required by law.
c. Automobile Liability with minimum limits of $1,000,600.00 per occurrence including hired and
leased vehicles, and owned and non-owned.
d. Professional Liability with minimum limits of $1,000,000.00 per occurrence and $1,000,000.00
aggregate, except for Construction and Maintenance Contracts only.
2. General Certificates of Insurance
a. All Certificates of Insurance-and duplicate policies of any outside vendor or contractor shall
- contsiu....theMoving clauses: -
1) "The insurance company(s) issuing the policy or policies shall have no recourse against the County of Oakland for
payment of any premiums or for assessments under any form of policy".
2) Any and all deductibles in the above-described insurance policies shall be assumed by and be or the amount of, and at sole
risk of, the contractor."
All Certificates are to provide 30-day notice of material change or cancellation. Certificates of Insurance and
insurance binders must be provided no less than ten (10) working days before commencement of work to the Oaldand
County Purchasing Division. Insurance carriers are subject to the approval of Oakland County
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER rcontractnumber*
6. CONTRACT DOCUMENTS, DEFINITIONS AND GENERAL TERMS AND CONDITIONS,
The following words and expressions when printed with the first letter capitalized as shown herein, whether used in
the singular or plural, possessive or non-possessive, and/or either within or without quotation marks, shall be defined
and interpreted as follows:
6.1 "Contractor Employee" means without limitation, any employees, officers, directors, members, managers,
trustees, volunteers, attorneys, and representatives of Contractor, and also includes any Contractor licensees,
concessionaires, contractors, subcontractors, independent contractors, contractor's suppliers, subsidiaries,
joint ventures or partners, and/or any such persons, successors or predecessors, employees, (whether such
persons act or acted in their personal, representative or official capacities), and/or any and all persons acting
by, through, under, or in concert with any of the above. "Contractor Employee" shall also include any person
who was a Contractor Employee at anytime during the term of this contract but, for any reason, is no longer
employed, appointed, or elected in that capacity.
6.2 "Claims" means any alleged losses, claims, complaints, demands for relief or damages, suits, causes of
action, proceedings, judgements, deficiencies, liability, penalties, litigation, costs, and expenses, including,
but not limited to, reimbursement for reasonable attorney fees, witness fees, court costs, investigation
expenses, litigation expenses, amounts paid in settlement, and/or other amounts or liabilities of any kind
which are imposed on, incurred by, or asserted against the county, or for which the county may become
legally and/or contractually obligated to pay or defend against, whether direct, indirect or consequential,
whether based upon any alleged violation of the federal or the state constitution, any federal or state statute,
rule, regulation, or any alleged violation of federal or state common law, whether any such claims are
brought in law or equity, tort, contract, or otherwise, and/or whether commenced or threatened.
6.3 "County" means the County of Oakland, a Municipal and Constitutional Corporation, its departments,
divisions, authorities, boards, committees, and "County Agent" as defined below.
6.4 "County Agent" means all elected and appointed officials, dixectors;board members, council members,
commissioners, employees, volunteers, representatives, and/or any such persons' successors (whether such
person act or acted in their personal representative or official capacities), and/or any persons acting by,
through, under, or in concert with any of them. "County Agent" shall also include any person who was a
"County Agent" anytime during the term of this Contract but, for any reason, is no longer employed,
appointed, or elected and serving as an Agent.
6.5 "Day"_Ipeans any calendar day, which shall begin at 12:00:01 a.m. and end at 11:59:59 p.m. -
6.6 Access To County Facilities. While the Contractor retains the right to perform services at any time, the
Contractor must obtain prior permission by the County for access to County facilities after the County's
regular business hours.
6.7 Cumulative Remedies. A Party's exercise of any remedy shall not preclude the exercise of any other
remedies, all of which shall be cumulative. A Party shall have the right, in its sole discretion, to determine
which remedies are to be exercised and in which order.
6.8 Survival of Terms and Conditions. The following terms and conditions shall survive and continue in full
force beyond the termination and/or cancellation of this Contract (or any part thereof) until the terms and
conditions are fully satisfied or expire by their very nature:.
"CONTRACTOR'S ASSURANCES AND WARRANTIES";
"CONTRACTOR PROVIDED INSURANCE AND INDEMNIFICATION";
"DAMAGE CLEAN UP TO COUNTY PROPERTY AND/OR PREMISES";
"AUDIT";
"SEVERABILITY";
"GOVERNING LAW/CONSENT TO JURISDICTION AND VENUE"; AND
"SURVIVAL OF TERMS AND CONDITIONS".
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER econtractrsumben.
6.9 County Right to Suspend Services. Upon written notice, the County may suspend performance of this
Contract if Contractor has failed to comply with Federal, State, or Local laws, or any requirements contained
in this Contract The right to suspend services is in addition to the County's right to terminate and/or cancel
this Contract The County shall incur no penalty, expense, or liability to Contractor if the County suspends services under this Section.
6.10 No Third Party Beneficiaries. Except as provided for the benefit of the Parties, this Contract does not and is
not intended to create any obligation, duty, promise, contactual right or benefit, right to be indemnified, right
to be subropted to the Parties' rights in this Contract, and/or any other right, in favor of any other person or
entity.
6.11 Compliance with Laws. Contractor shall comply with all federal, state, and local laws, statutes, ordinances,
regulations, insurance policy requirements, and requirements applicable to its activities under this Contract
6.12 Permits and Licenses. Contractor shall be responsible for obtaining and maintaining throughout the term of
this Contract all licenses, permits, certificates, and governmental authorizations necessary to perform all of
its obligations under this Contract and to conduct business under this Contract Upon request by the County,
Contractor shall furnish copies of any permit, license, certificate or governmental authorizations necessary to
provide services under this Contract.
6.13 Discrimination. Contractor shall not discriminate against any employee or applicant for employment because
of sex, race, religion, color, national origin, or handicap in violation of State and Federal law.
6.13.1 Contractor shall promptly notify the County of any complaint or charge filed and/or deterniination
by any Court or administrative agency of illegal discrimination by Contractor.
6.13.2 The County, in its discretion, may consider any illegal discrimination described above as a breach of
• this Contract and may terminate or cancel this Contract immediately with notice.
6.14 Reservation of Rights. This Contract does not, and is not intended to hnpair, divest, delegate, or contravene
any constitutional, statutory, and/or other legal right, privilege, power, obligation, duty, or immunity of the
County
6.15 Force Majeure. Notwithstanding any other term or provision of this Contract, neither Party shall be liable to
the other for any failure of performance hereunder if such failure is due to any cause beyond the reasonable
control of that Party and that Party cannot reasonably accoodate or mitigate the effects of any such cause.
Such cause shall include, without limitation, sets of..God,.fire,explosion, vandalism, any law, order,
regulation, direction, actioii, or request of the UnitedStates government or of any other government, national
emergencies, insurrections, riots, wars, strikes, lockouts, work stoppages, or other labor difficulties.
Reasonable notice shall be given to the affected Party of any such event The Contractor is expected, through
insurance or alternative temporary or emergency service arrangements, to continue its obligations under this
contract in the event of a reasonably anticipated, insurable business risk such as business interruption and/or
any insurable casualty or loss.
6.16 Conflict of Interest Pursuant to Public Act 317 and 318 of 1968, as amended (MCI 15321, et seq.), no
contracts shall be entered into between the County, including all agencies and departments thereof, and any
County Agent To avoid any real or perceived conflict of interest, Contractor shall identify any Contractor
Employee or relative of Contractor's Employees who are presently employed by the County. Contractor
shall give the County notice if there are any County Agents or relatives of County Agents who are presently
employed by Contractor.
6.17 Damage Clean up to County Property and/or Premises. Contractor shall be responsible for any unexpected
and/or unnecessary damage to any County property, its premises, or a County Agent that is caused by
Contractor or Contractor's Employees. If damage occurs, Contractor shall make necessary repairs and/or
replacements to the damaged property to the satisfaction of the County. If the damage cannot be completed
to the County's satisfaction, Contractor shall reimburse the County the actual cost for repairing or replacing
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDOMPURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER econtractnumber.
the damage property. The Contractor shall be responsible for assuring that all County and municipal sites are
restored to their original condition.
6.18 Contractor Use of Confidential Information. The Contractor and/or Contractor Employees shall not
reproduce, provide, disclose, or give access to Confidential Information to any third party, or to any
Contractor Employee not having a legitimate need to know any such information and data, and shall not use
the Confidential Information for any purpose other than performing its services under this Contract
Notwithstanding the foregoing, Contractor may disclose the Confidential Information if required by law,
statute or other legal process; provided that Contractor (i) gives County prompt written notice of an
impending disclosure, (ii) provides reasonable assistance to County in opposing or limiting the disclosure,
and (iii) makes only such disclosure as is compelled or required.
6.18.1 This Contract imposes no obligation upon Contractor with respect to any Confidential Information
which Contractor can establish by legally sufficient evidence: (i) was in the possession o& or was
known by Contractor, prior to its receipt from the County, without an obligation to maintain its
confidentiality; or (ii) is obtained by Contractor from a third party having the right to disclose it
without an obligation to keep such information confidential.
6.181 As used in this Contract, Confidential Information means all information that the County is required
or permitted by law to keep confidential.
6.19 Contractor Use of County Licensed Software. In order for the Contractor to perform its services under this
Contract, the County may permit Contractor or Contractor Employees to access certain copyrighted Software
licensed to the County. Contractor or Contractor Employees shall not transfer, remove, use, copy, or
otherwise provide or make available any such copyrighted Software or Documentation to any other person or
entity, for any purpose, without the prior written consent of the County and/or the licensor. Furthermore,
neither the Contractor nor Contractor Employee shall produce a source listing, decompile, disassemble, or
otherwise reverse engineer any copyrighted Software. Neither the Contractor nor Contractor Employee shall
use any copyrighted software contrary to the provisions of any applicable Software license agreement or state
or federal law.
6.20 Grant Compliance. If any part of this Contract is supported or paid for with any state or federal funds
granted to the County, the Contractor shall comply with all applicable grant requirements.
6.21 Project Managers. Each Party shall designate an employee or agent to act as a Project Manager. The Project
Managers shall serve as a contact point for all-matters-related to the services to be performed under this
Contract The Contractor's Project Manager shalt coordinate with the County's Project Manager, the
Contractor shall provide the name and qualifications of its Project Manager and an alternate.
6.22 Contract Administrator. Each Party may designate an employee or agent to act as Contract Administrator.
The County's Contract Administrator shall be responsible for such activities as monitoring deliverables and
funding, addressing the quality of services provided by the Contractor, reviewing invoices and submitting
requests to the County's procurement authority for any contact modification in accordance with Section 7_27
of this Agreement
• 6.23 Dispute Resolution. All disputes arising under or relating to the execution, interpretation, performance, or
nonpafomiance of this Contract involving or affecting the Parties may first be submitted to the respective
Project Managers and Contract Administrators for possible resolution. The Project Managers and Contract
Administrators may promptly meet and confer in an effort to resolve such dispute. If the Project Managers
and Contract Administrators cannot resolve the dispute in five (5) business days, the dispute may be
submitted to the signatories of this Contract or their successors in office. The signatories of this Agreement
may meet promptly and confer in an effort to resolve such dispute.
6.24 Access and Records. Contractor will maintain accurate books and records in connection with the services
provided under this Contract for 36 months after end of this Contract, and provide the County with
reasonable access to such book and records.
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER acontractnumben
625 Audit. Contractor shall allow the County's Auditing Division, or an independent auditor hired by the
County, to perform finance compliance audits with the authority to access all pertinent records and interview
any Contractor Employee throughout the term of this Contract and for a period of three years after final
payment.
6.25.1 Contractor shall explain any audit finding, questionable costs, or other Contract compliance
deficiencies to the County within forty-five (45) days of receiving the final audit report.
Contractor's response shall include all necessary documents and information that refute the final
audit report Failure by Contractor to respond in writing within 45 days shall be deemed acceptance
. of the final audit report
6.26 Delegation /Subcontract/Assignment. Contractor shall not delegate, assign, or subcontract any obligations or
rights under this Contract without the prior written consent of the County.
626.1 The rights and obligations under this Contract shall not be diminished in any manner by assignment,
delegation or subcontract.
6.26.2 Any assignment, delegation, or subcontract by Contractor and approved by the County, must
include a requirement that the assignee, delegee, or subcontractor will comply with the rights and
obligations contained in this Contract
6.26.3 The Contractor shall remain primarily liable for all work performed by any subcontractors.
Contractor shall remain liable to the County for any obligations under the Contract not completely
performed by any Contractor cielegee or subcontractor.
6.26.4 Should a Subcontractor fail to provide the established level of service and response, the Contractor
shall contract with another agency for these services in a timely mower. Any additional costs
associated with wearing a competent subcontractor shall be the sole responsibility of the Contractor.
6.26.5 This Contract cannot be sold.
6.26.6 In the event that a Petition in Bankruptcy is filed and there is an assignment of this Contract by a
Court, the County may declare this Contract null and void.
6.27 Non Exclusive Contract No provision in this Contract limits, or is intended to limit, in any way the
Contractor's right to offer and provide its services to the general public, other business entities,
municipalities, or governmental agencies during or after the term of this Contract Similarly, this Contract is
a non-exclusive agreement and the County may freely engage other persons to perform the same work that
the Contractor performs. Except as provided in this Contract, this Contract shall not be construed to
guarantee the Contactor or any Contractor Employee any munber of fixed-orcertcritrnmtdseror qriantity of
hours or services to be rendered to the County.
6.28 No Implied Waiver. Absent a written waiver, no act, failure, or delay by a Party to pursue or enforce any
right or remedy under this Contract shall constitute a waiver of those rights with regard to any existing or
subsequent breach of this Contract No waiver of any term, condition, or provision of this Contract, whether
by conduct or otherwise, in one or more instances, shall be deemed or construed as a continuing waiver of
any term, condition, or provision of this Contract No waiver by either Party shall subsequently effect its
right to require strict performance of this Contract
6.29 Severability. If a court of competent jurisdiction finds a term, condition, or provision of this Contract to be
illegal or invalid, then the term, condition, or provision shall be deemed severed from this Contract All
other terms, conditions, and provisions of this Contract shall remain in full force and effect Notwithstanding
the above, if Contractor's promise to indemnify or hold the County harmless is found illegal or invalid,
Contractor shall contribute the maximum it is permitted to pay by law toward the payment and satisfaction of
any Claims against the County.
630 Captions. The section and subsection numbers, captions, and any index to such sections and subsections
contained in this Contract are intended for the convenience of the reader and are not intended to have any
substantive meaning and shall not be interpreted to limit or modify any substantive provisions of this
contract. Any use of the singular or plural number, any reference to the male, female, or neuter genders, and
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER acontractnumber.
any possessive or nonpossessive use in this contract shall be deemed the appropriate plurality, gender or
possession as the context requires.
6.31 Precedence of Documents. In the event of a conflict between the terms and conditions many of the
documents comprising this Contract, the conflict shall be resolved as follows:
6.31.1 The terms and conditions contained in this main Contract document shall prevail and take
precedence over any allegedly conflicting provisions in all other Malts or documents.
632 Governing Laws/Consent to Jurisdiction and Venue. This Contract shall be governed, interpreted and
enforced by the laws of the State of Michigan. Except as otherwise required by law or court rule, any action
brought to enforce, interpret, or decide any Claim arising under or related to this Contract shall be brought in
the Sixth Judicial Circuit Court of the Slate of Michigan, the 50th District Court of the State of Michigan, or
the United States District Court for the Eastern District of Michigan, Southern Division, as dictated by the
applicable jurisdiction of the court. Except as otherwise required by law or court rule, venue is proper in the
courts set forth above. The choice of forum set forth above shall not be deemed to preclude the enforcement
of any judgement obtained in such forum or taking action under this Contact to enforce such judgement in
any appropriate jurisdiction.
6.33 Entire Contract This Contract represents the entire Contract and understanding between the Parties. This
Contract supercedes all other prior oral or written understandings, communications, agreements or Contracts
between the Parties. The language of this Contact shall be construed as a whole according to its fair
meaning, and not construed strictly for or against any Party.
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER ccontractnurnber.
DATE:
h Hylla, Manager; '
d County Purchasing Department
APPROVED AS TO SCOPE OF CONTRACTOR SERVICES:
bay/
BY:
BY: DATE: _3/114
The undersigned executes this Contract on behalf of Contractor and the County, and by doing so legally obligates and binds
Contractor and the County to the temis and conditions of this Contact
FOR THE CONTRACTOR:
•
BY:(1;24,1c.c.,&10 C,40t244) DATE: / -a9-cf,14i
Coates Communications Consulting
2660 Greenstone, #1615
Auburn Hills, MI 48326
Pori idt 4 rc.5 appeared in person before me this day and executed this Contract on behalf of Contractor
and acknowledged to me under oath that er • • has taken all actions and secured any and all
necessary approvals and authorizations and has the requisite authority from Contractor to ibily and completely obligate and
bind Contractor to the temis and conditions of this Contract and any and all other documents incorporated by reference and
also acknowledged to me under oath having been provided with copies and having read and reviewed all Contract documents
including all documents incorporated by reference.
Subscribed and sworn to before me on this c; 14( day of Ua. , 200V
Notary Public
ing a Ai) ,-County, Michigan
My Commission Expires: -5 —
-ea A-.
DEANNA MT
Nobly PM; *Wand County, Michigen
My Commission EON May 09,2005
FOR THE COUNTY:
cirf
OAKLAND COUNTY DEPARTMENT OF MANAGEMENT AND BUDGET-PURCHASING DIVISION
PROFESSIONAL SERVICES CONTRACT NUMBER 4contractnumber,
G. William Caddell, County Clerk
Resolution #04247 September 9, 2004
Moved by Moss supported by Long the resolution be adopted.
AYES: Gregory, Jamian, Knollenberg, KowaII, Law, Long, McMillin, Middleton, Moffitt, Moss,
Palmer, Patterson, Potter, Rogers, Scott, Suarez, Webster, Wilson, Zack, Bullard, Coulter,
Crawford, Douglas. (23)
NAYS: (0)
A sufficient majority having voted therefore, the resolution was adopted.
I HEREBY APPROVE THE FORMS RESOLUTION
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, G. William Caddell, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true
and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on September
9th, 2004 with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at
Pontiac, Michigan this 9th day of September, 2004.