HomeMy WebLinkAboutDS Shoretel Equipment Maintenance Renewal; 1Interoffice Memorandum
To: Jim Schutz, City Manager
CC: Cristine Alilovich, Assistant City Manager
Thru: City Attorney's Office
From: Gus Bush, IT Manager
Date: 7/2/2018
Re: Support Agreement for Shoretel Equipment Maintenance Renewal
Request City Manager signature on the attached Support Agreement with Packet Fusion, Inc., to
continue providing equipment maintenance for the City's Shoretel telephone system. The Agreement
will cover unlimited hardware and software support for any issue we might encounter with the Shoretel
system in the next year. It will also cover one free software upgrade in the coming year. IT will also be
working with Packet Fusion to begin planning an upgrade to hardware that will be reaching end of life in
the next year or two, and considering the implementation of virtual and cloud -based components to
extend the life of the system; this work will be accomplished as a separate project at some point in the
future. The funds to cover the proposed Agreement have already been budgeted in IT's
communications budget (fund 609).
Thanks
PACKETFUSION
c · -r:•., ooooc•••••••••• (C--:' ShoreTer· ~--Enterprise IP Phone Systems
SUPPORT AGREEMENT
This Support Agreement ("SA") is made between Packet Fusion, Inc. ("Company"), located at 4637 Chabot Drive, Suite 350,
Pleasanton, Ca 94588 and City of San Rafael ("Customer"). The parties agree to enter into this SA, and by doing so agree to the
following terms and conditions:
I. Support Services General:
a. Customer designates Company as its sole and exclusive service agent for Support Services for the equipment
("Equipment") listed in Appendix A, "Schedule of Equipment", including any improved features and models of such
equipment purchased from Company during the term of this SA at the locations designated in Appendix B,
"Customer Locations".
b. Attached Appendixes
i. Appendix A, "Schedule of Equipment ("Equipment")"
ii. Appendix B, "Customer Locations ("Locations")"
iii. Appendix C, "Outages Classifications"
iv. Appendix D, "Hourly Time and Materials Billing Rate ("T&M Rates")"
v. Appendix E, "Terms and Conditions"
II. Length of Support C'Term")
Contract Number:
Effective Start Date
Term Length
1 Year Term
3 Year Term
5 Year Term
RS061218COSR711737
7/16/2018
Support Coverage
lil $ 27,836.64
• $ 78,386.22
• $ 126,373 .95
Discount
10%
15%
End Date
7/15/2019
7/15/2021
7/15/2023
Amount selected will be due in full upon invoicing by Packet Fusion
Quote Expires: 7/16/2018
After this date if not fully executed, Shore Tel requires a re-instatement fee of 20%.
Payable to Packet Fusion, Inc . PO Box 398055 San Francisco, CA 94139-8055
Ill. Support Offering
a. Unlimited Support Services upon request by Customer to restore malfunctioning operating component parts of the
Equipment to proper working order for the equipment ("Equipment") listed in Appendix A, "Schedule of Equipment".
b. Hours of coverage to be provided shall be 24 hours a day, 7 days a week and 365 days a year.
c. Priority response to Customer requests for Support and/or service work over other types of Company service
arrangements.
d. This SA will entitle Customer to a preferred rate defined in Appendix D, "Hourly Time and Materials Billing Rate\ on
labor outside the scope of this contract including but not limited to Traffic Studies, Scheduled Customer Care,
Software Upgrades, Systems Health Check, After-Hour Services, & MAC (Moves, Adds, & Changes).
e. Remote labor for 1 voluntary upgrade per year is included in our annual support agreement. If the upgrade is
required due to a service affecting situation, then there is no labor charged for the upgrade and does not count
towards the 1 included voluntary upgrade. For each of these upgrade scenarios, if the upgrade requires on-site
assistance due to service affecting problems caused by the upgrade, there is no charge for on-site labor.
f. Proactive Full Time Monitoring
Version: 20170801
i. Proactive monitoring (Kaseya) will be provided at Customer's request by Company on a 24 hours a day, 7
days a week, 365 days a year basis.
Page 1 of 9
ii. All alarms from the Shore Tel communication system will be sent to our Network Operations Center (NOC)
and treated in the following manner
iii. Company will attempt to fix the problem remotely and then notify Customer of the outcome.
iv. If the problem is not fixed remotely, Customer will be notified and an engineer will be dispatched to
customer site to solve the problem.
g. With respect to response times for all Equipment Outages (defined in Appendix C, "Outages Classifications"),
"Company" will use its best efforts to respond to "Customer" request for service within one (1) hour from Company
receipt of Customer's acknowledged request for service, such response time to be calculated only during the hours
of coverage selected by Customer.
h. With respect to on-site response times for Outage of Equipment (classified as a Priority 1 or 2 failure as defined in
Appendix C, "Outages Classifications"), Company's policy is to respond, if needed, on-site to Customer's request for
service within 4 hours of receipt of Customer's telephone request for service . Note, any on-site labor performed for
major malfunctions is covered in this agreement and provided free of charge to the "Customer".
i. Any remote phone or remote access services that is not support related, which lasts less than 30 minutes, shall not
be billed.
IV. Services Excluded by this Support Agreement: Support does not include any labor or material costs for or necessitated
by any of the following:
a. Unless listed in Appendix A, "Schedule of Equipment", items not explicitly listed are excluded from maintenance
support including Network Equipment Headsets, Surge Protectors, Battery Backups, Batteries, UPS's, Wire, Cable,
Jacks, Cordless Phones, and third party software integrated with the phone system .
b. Labor and material costs of moves, additions, changes, and removals of or to the Equipment; specification or
engineering changes; electrical work external to any item of Equipment; software program changes; or any
operating supplies or accessories (batteries of any type, magnetic tapes or similar materials).
c. Negligent, willful acts of Customer or any third party.
d. Accident, casualty (including without limitation fire and lightning, flood, earthquake, acts of God, war, riot, natural
disaster damage), neglect, misuse, or any other than normal use in the manner described in the Equipment
specifications and/or specified in writing by Company.
e. An act or event occurring external to the Equipment which directly or indirectly causes a failure or malfunction in the
Equipment, including without limitation, failures or malfunctions of trunk lines or toll lines, cables, or other equipment
connecting the Equipment to the telecommunications system of the operating telephone utility, abnormal
environmental conditions (e.g. water inundation), or power fluctuations or failures which adversely affect the
Equipment.
f. Repair, maintenance, or increase in normal service time resulting from Customer's failure to provide a commercially
reasonable Equipment environment as required in the Equipment specifications, or any other failure of Customer to
fully perform its responsibilities under this SA.
g. Any other acts or events that may adversely affect the Equipment's performance, occasioned by acts of Customer
or any third party, or a third party's use of the Equipment in combination with any other apparatus, device, or other
system not supplied or approved as to such combined use by Company.
h. Equipment replacement or the time and expense incurred to procure parts, modules, subassemblies, boards,
components, software, and related material, when Company determines that, due to the Equipment's age or
obsolescence, repair or replacement parts are not readily available, or the Equipment is beyond repair.
i. Any other service not required to keep the equipment in good operating condition for normal use including Operator
and Station User training
j. Diagnosing Customer's Telecommunication services/ WAN/ LAN/ VPN in conjunction with phone system outages
including individual Remote VOiP Phones
#4#t# Signature Page on following page #####
Version : 20170801 Page 2 of 9
IN WITNESS WHEREOF, Customer and Company have caused their duly authorized representatives to sign this Support Agreement
as of the dates indicated beneath their signatures below.
Accepted:
Packet Fusion, Inc .
(Company)
01q1rJUy iigrwr.l by fouy E. Tcmrnm
Terry E. Tomasini ~~J~1
11:11:;!~~m1,~~::~~·:,~~l~~c0m,c u~
fl,111' ]01R071'JOR:n47-07','lff ------------
(Authorized Signature)
Name: Terry E. Tomasini
Title : Director
Date: 07/19/2018
Accepted:
City of San Rafael
(Custa er)
City Manager
Primary Phone System Contact
Name: V;" ~ I~~ fY•
Email: I/in h. fh ,.,., <§2ctfof<tt11VtF~l.o~
Phone: 41 > • 1-f f-S-· '1 c>2 ~
Account Payable Information
Name: G" .... 5 'iJv .s ~
Email: !l <IS .1 vs ~ ec: fyr1 U:"111 r,,.fA-e I -'1rj
Phone : 't l S · 'f 5 a--'f' 1 c1 z.
Version : 20170801 Page 3 of 9
Product
Support Coverage will include:
IP PHONE-8824 BLK
IP PHONE-IP110 BLK
IP PHONE-IP115 BLK
IP PHONE-IP212K BLK
IP PHONE-IP230 BLK
IP PHONE-IP560 BLK
LICENSE-ADDITIONAL SITE
LICENSE-ADDITIONAL SITE BDL
LICENSE-EXTENSION & MAILBOX
LICENSE-EXTENSION ONLY
LICENSE-MAILBOX ONLY
LICENSE-PERSONAL ACCESS
LICENSE-SIP DEVICE
OPERATOR CALL MANAGER (ST 7.5)
VOICE SWITCH-SG50 MADE IN USA
SHOREGEAR-12
SHOREGEAR-120
SHOREGEAR-40
SHOREGEAR-T1
Appendix A
Schedule of Equipment ("Equipment")
QTY Product
24
56
9
4
175
75
1
8
364
21
86
34
1
20
1
4
2
6
3
Unless included above, support is excluded fo r:
Network Equipment
Servers
Carrier Services
Appendix B
Customer Locations ("Locations")
HQ: 1400 Fifth Avenue Room 207 San Rafael, CA 94901
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QTY
Appendix C
Service Outage Classifications
Major Outage (Priority 1 l
• System Down
• System degradation and I or outage 25% or more.
• System ceased calls processing
• Loss of total console capability
• Loss of Voice Mail Voice Messaging Capabilities
Minor Outage (Priority 2)
• Less than 25% system outage
• Intermittent trouble on lines or trunks
• Static on phones or trunks
• Data corruption, which renders peripheral equipment inoperative.
• All other problems not covered by Major Alarms
Appendix D
Hourly Time and Materials Billing Rate ("T&M Rates")
Hourly Rates
• Non-Support Customers
• Support Customer within California
• Support Customers outside California
Overtime Hourly Rates
• Non-Support Customers
• Support Customer within California
• Support Customers outside California
$175 .00 an hour
$125.00 an hour
$175.00 an hour
$262.50 an hour
$187.50 an hour
$262.50 an hour
• Travel Changes will be applied to location 25 miles outside of Company's office areas. Minimum 2 hours travel time at
prevailing rate.
Version: 20170801 Page 5 of 9
Appendix E
Terms and Conditions
I. Term : The term of this SA commences as of the Effective Date set forth on the first page hereof and continues for the Term
as stated on the first page hereof. This SA shall not be effective and shall not bind either party until executed (signed) by duly
authorized representatives of both parties.
II. Charges and Taxes:
a. Payment for Support Services shall be due 5 days prior to the Effective Date of this SA.
b. Work performed on a time and materials basis ("T&M Work") hereunder shall be invoice upon completion .
c. Any undisputed sum not paid when due shall bear interest at one and a half percent (1 .5%) per month , from the
date due to the date of actual payment.
d. All quoted prices exclude all applicable state and local taxes . All taxes that are the responsibility of Customer shall
be paid by Customer . Company will invoice Customer for sales taxes and Customer agrees either to pay Company
amounts covering such taxes (as determined by tax authorities) or to provide evidence necessary to sustain an
exemption therefrom .
e. Changes in station quantities, port counts, equipment specifications, attachments or features may result in an
adjustment of the SA agreement's original amount. Such adjustments will occur at the time of renewal and will
require notification sent from Company to Customer, at which time Customer may elect, at its sole discretion, to
cancel this SA per the Customer Cancellation provision within this SA.
Ill. Conditions
a. Company's Responsibility: Company's responsibility with respect to the Support Services shall be limited to either
(i) Customer's side of interconnect devices connecting the Equipment to the telephone system operated by the local
telephone utility, or (ii) if no such interconnect devices exist, Customer's side of the point of connection between the
Equipment and said local telephone system.
b. Unauthorized Work: Other than qualified employees of Customer, any Support Services performed on the
Equipment by others during the term of this SA without Company's written consent, shall entitle Company to
increase the charges for the Support Services hereunder to adjust for any increased costs resulting therefrom. In
addition, if as a result, further repairs are required by Company to restore the Equipment to good and maintainable
operating conditions , such repairs will be billed at Company's T&M Rates . If Company increases the charges as
provided for herein, then Customer, at its sole election, may terminate this SA in its entirety without penalty, fee or
costs.
c. Time & Materials Work: At Customer's request, and pursuant to a written work order, Company shall perform
services and provide materials, subject to their availability, with respect to the Equipment, which service and
materials otherwise exceed the scope of work performed under this SA. Customer agrees to pay additional charges
for such services and materials, on a time and materials basis, at agreed to rate , with payment due upon
satisfactory completion .
d. Access: Customer shall ensure that Company personnel have reasonable and immediate access to the equipment
upon the arrival by Company personnel at Customer's site provided Company has provided Customer with sufficient
advance written notice of start time , arrival time and completion times. Company will provide Customer with
designated points of contact and make all arrangements for its support personnel to receive such not ification .
Customer shall make available to Company , at no charge, the use of any Customer owned/controlled Equipment,
attachments, or features which are not covered under this SA, but which are necessary for the performance of
Support Services on the Equipment covered by this SA .
e. Toll Fraud: Company will strictly adhere to the manufacturer's specifications to secure the Equipment to prevent
toll fraud. In no way is the Company liable for any toll fraud that may occur.
f. Healthy and Safety Compliance: Company and Customer will adhere to all applicable health and safety laws,
rules and regulations including the Occupational Safety and Health Administration's ("OSHA") Rules and
Regulations .
g. Equipment: Equipment covered by this SA shall be in good and maintainable operating condition as of the
commencement of this SA . Equipment (other than equipment newly purchased from the Company), is subject to
commercially reasonable inspection by the Company in order to determine that such Equipment is in good and
maintainable operating condition. Work determined necessary to bring such Equipment into good and maintainable
condition must be completed prior to commencement of Support Services under this SA. T&M Work perform to
upgrade the Equipment into good and maintainable condition may be invoice separate to this Agreement. At
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Customer's sole election, the Company shall perform any such necessary work at prevailing Company's T&M
Rates.
h. Documentation and Record Access: All relevant documentation and records needed to perform the Support
Services on the Equipment, which may include information relating to the equipment, cable plant and relevant
software shall be made available to Company for inspection prior to the commencement of the Support Services
under this SA. Work determined to be necessary to bring such records into good and usable condition must be
completed prior to the commencement of Support Services under this SA. At Customer's sole election, the
Company shall perform any such necessary work at the prevailing Company's T&M Rates.
i. Additional Work: When Customer requests services outside the scope of this SA, Company will utilize its
commercially reasonable best efforts to provide such services in a timely manner at the Company 's T&M Rates .
j. Premature Termination and Default: Upon and during a Customer Default as defined in this subsection,
Company in its sole discretion may suspend Support Services and other services it provides under this SA, and/or
bill for Support Services at then-applicable T&M Rates for such services performed , and/or suspend all credit and
perform on a cash-only basis , and/or pursue any other legal or equitable remedies available.
i. A "Customer Default " includes:
1. Customer's failure to meet any undisputed payment obligation under this SA or any other
agreement between Company and Customer, which failure continues for ten (10) business days
after date of written notice of such failure, or
2. Customer's failure to perform any other material condition or material obligation under this SA or
any other agreement between Company and Customer, which failure continues for thirty (30)
days after date of written notice specifying the nature of such failure and Customer then fails to
continue to diligently cure such failure . If Company terminates this SA under this subsection,
Customer shall be liable for any and all outstanding charges up to the date of termination .
k. Customer Cancellation : Customer may cancel this SA for any reason at any time upon providing Company thirty
(30) days advance written notice of intent to terminate this SA.
IV. Limitation of Liability
a. EXCEPT AS OTHERWISE PROVIDED FOR IN THIS SA, IN NO EVENT SHALL COMPANY OR ITS
SUBCONTRACTOR OR CUSTOMER OR ITS AFFILIATES BE LIABLE FOR ANY SPECIAL, INDIRECT,
INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING WITHOUT LIMITATION ANY LOSS OF
BUSINESS, REVENUES, GOODWILL, SAVINGS, OR USE (WHETHER OR NOT SUCH DAMAGES WERE
FORESEEN AT THE TIME THIS SA WAS MADE) ARISING IN CONNECTION WITH THIS SA, THE EQUIPMENT,
AND/OR THE INTENDED USE THEREOF, EXCLUDING EACH PARTY'S GROSS NEGLIGENCE OR WILLFUL
ACTS OR OMISSIONS . THIS LIMITATION APPLIES TO CLAIMS FOUNDED ON BREACH OF CONTRACT,
BREACH OF WARRANTY, PRODUCTS LIABILITY, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER
THEORY OF LIABILITY.
b. Either Party's liability for direct damages under this SA, other than property damage or bodily injury, is limited to the
equivalent of three (3) months of the Support Agreement hereunder.
c. Customer and Company indemnifies and holds each party harmless for any claims, actions, expenses, losses,
damages, or liabilities for any property damage or bodily injury (including death) arising in connection with this
Agreement or the Support Services provided under this Agreement, except to the extent that any such property
damage or bodily injury results from the negligence or willful misconduct of each party , its officers, employees,
agents including subcontractor or for claims, damages or injuries by Company's employees covered under
California's workers' compensation statutes.
d. Customer indemnifies and holds harmless Company for any claims, actions, expenses, losses, damages , or
liabilities arising from allegations that the Equipment was used for illegal monitoring of calls or other illegal activities .
e. Company shall not be liable for any loss , cost, expense, or damages resulting from unauthorized calls made using
the Equipment, or other fraudulent activities from Equipment, except where the unauthorized calls or other
fraudulent activities are from or attributable to Company, its officers, employees, agents or representatives,
including its subcontractors.
f. EXCEPT AS OTHERWISE PROVIDED FOR IN THIS SA , COMPANY MAKES NO REPRESENTATIONS OR
WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, WITH RESPECT TO THE EQUIPMENT, OR ITS
CONDITION, PERFORMANCE, MERCHANTABILITY , FITNESS FOR A PARTICULAR PURPOSE, OR ANY
OTHER MATTER.
Version: 20170801 Pag e 7 of 9
V. Other Warranties and Representations.
a. Company represents and warrants to Customer that: Company and its owners and employees each has the right to
enter into this SA; that the Support Services and other products and services will not violate any non-compete
agreements with any third parties; that the Support Services and other products and services shall be performed
and provided in a timely, professional and workmanlike manner consistent with commercially reasonable industry
standards of quality and integrity; Company shall at all times comply with Customer's security provisions and/or
policies and procedures made known to Company; neither Company nor the Support Services and other products
and services provided or performed by Company, shall violate or infringe upon any third party rights, including but
not limited to the employment, trade secret, confidential and proprietary information, or any trademark, copyright or
patent rights; that Company shall at all times comply with all applicable federal, state, or local laws, rules or
regulations in the performance and provision of the Support Services and other products and services under this
SA; that the Support Services, products and other services performed and provided under this SA shall contain the
functionality specified in the applicable documentation and specifications applicable to such Support Services,
products and other services and that for one (1) year from the date of performance will operate without material
defect in accordance with the applicable documentation and specifications.
VI. General
a. Confidentiality. In the course of providing Support Services and other products or services hereunder, Company
may have access to confidential and proprietary information and materials of Customer ("Confidential Information").
Confidential Information includes and is not limited to, information related to past, present or future research,
development or business affairs, any proprietary products, software, materials or methodologies, trade secrets or
any other information which provides Company with a competitive advantage. Confidential Information shall be used
by Company only in conjunction with the provision or performance of Support Services and other services and
products hereunder and shall not be disclosed to any third party . No rights or licenses under patents, trademarks or
copyrights are granted or implied by any disclosure of Confidential Information. Upon Customer's request or
completion or termination of this SA, Company shall return all Confidential Information to Customer. Company shall
only disclose Customer Confidential Information to subcontractors, employees, officers, directors or affiliates
(collectively, "Affiliated Persons") who have a need to know such Customer Confidential Information in order to
perform or provide the Support Services or other products or services for Customer related to Customer's systems,
provided that such Affiliated Persons are subject to written confidentiality obligations with Company protecting
Customer's Confidential Information.
b. Independent Contractors. Neither party is an employee, agent or representative of the other party. Neither party
shall have any right, power, or authority to enter into any agreement for or on behalf of the other party, or to incur
any obligation or liability or otherwise bind the other party. This SA does not create an association, joint venture, or
partnership between the parties nor imposes any partnership liability upon either party.
c. Force Majeure: Neither party shall be liable or otherwise responsible for any nonperformance or delay in
performance of any of obligations under this SA during any period in which performance is prevented or hindered by
any Force Majeure event, including by way of example but without limitation, lightning strike and any other acts of
God, fire, flood and other severe catastrophic weather conditions, war, embargo, union strikes, explosions or riots.
d. Cost of Collection: Customer shall be liable for any reasonable expenses incurred by Company in collecting any
amount due under this Agreement and any Orders, or in enforcing any obligation under this Agreement or any
Orders, including without limitation collection agency costs, reasonable attorney's fees, and court costs.
e. Assignment and Subcontracting: This SA, including any Order entered into hereunder, is assignable by either
party with the other party's prior written consent, which consent shall not be unreasonably withheld. Either party may
assign this SA and Orders entered hereunder, in whole or in part, to an affiliate, subsidiary, joint venture, or third
party into which said party is merged or which acquires substantially all of a party's assets or control of said party.
Company may freely subcontract any or all of the work hereunder, provided that Company shall retain responsibility
for the work subcontracted.
f. Company Employees: Customer and Company agrees that neither it nor any of its affiliates will employ or offer to
employ, solicit, contract with, or otherwise agree with any of either party's employees or representatives (including
entities primarily owned by such employees or representatives) for the performance of support, service work, or
adds, moves, or changes on any equipment provided, installed, or serviced hereunder, or any other services, during
the course of this Agreement and within one (1) year of its termination without prior written consent by both parties.
In the event that the customer or company hire the others employee, the hiring party shall pay 50% of the base
salary of the employee hired.
Version: 20170801 Page 8 of 9
g. Any controversy, dispute or claim arising out of, or relating to, the interpretation of this SA shall be first subject to a
thirty (30) day negotiation period between the parties in which each party shall disclose to the other all non-
confidential documents, facts, statements and any other relevant information which may have any bearing on this
dispute. Should such negotiations fail to resolve the dispute, either party may refer the dispute to arbitration in
accordance with the Commercial Arbitration rules of the American Arbitration Association. The decision of the
Arbitrator shall be based, exclusively, upon only this SA and the information disclosed by the parties during the
negotiation period, and the law of the state in which the equipment is located. The Arbitrator's decision shall be final
and binding, and judgment upon the award rendered may be entered in any court having jurisdiction thereof.
h. This SA, governed by the law of the state in which the Equipment is located, constitutes the entire SA between the
parties and supersedes all prior oral and written proposals and communications. This SA takes precedence over
the language of any implementing Customer purchase order or similar document. No change or counter-offer to this
SA is effective unless in writing and signed by both parties.
i. Any provision of this SA that may be judged to be in violation of local, state or federal statutes shall not cause the
entire SA to become null and void.
j. No action, regardless of form, arising out of this SA or the transactions contemplated hereby, may be brought by
either party more than two (2) years after the causes of the action arises.
k. The Company will maintain appropriate and adequate insurance for its operations.
I. The Company is duly authorized to perform its services set forth under this Agreement.
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XA RAFq��
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WITH A
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Information Technology
Project Manager: Gus Bush
Extension: x5302
Contractor Name: Packet Fusion, Inc.
Contractor's Contact: Richard Serrano
Contact's Email: clientservices@packetfusion.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE
DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
DATE
Check/Initial
1
Project Manager
a. Email PINS Introductory Notice to Contractor
N/A
❑
GB
b. Email contract (in Word) & attachments to City
6/29/2018
Atty c/o Laraine.Gittens@cityofsanrafael.org
❑X
2
City Attorney
a. Review, revise, and comment on draft agreement
(Rick here to
and return to Project Manager
enter a elate.
❑
b. Confirm insurance requirements, create Job on
Click here (o
PINS, send PINS insurance notice to contractor
enter a clatc.
❑
3
Project Manager
Forward three (3) originals of final agreement to
Click here to
❑
contractor for their signature
enter a date.
4
Project Manager
When necessary, * contractor -signed agreement
❑ N/A
agendized for Council approval
*PSA > $20,000; or Purchase > $35,000; or
Or
❑
Public Works Contract > $125,000
Click here to
Date of Council approval
enter a date.
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
5
Project Manager
Forward signed original agreements to City
Attorney with printed copy of this routing form
6
City Attorney
Review and approve hard copy of signed
agreement
7
City Attorney
Review and approve insurance in PINS, and bonds
I
(for Public Works Contracts) 0 A
��
8
City Manager/ Mayor
Agreement executed by Council authorized official
r
9
City Clerk
Attest signatures, retains original agreement and
I
forwards copies to Project Manager
g
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