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6/12/20
ANALYST FOR HIRE AGREEMENT -rrS Lei%
This ANALYST FOR HIRE AGREEMENT ("Agreement') made effective as of a "Effective
Date') between LexisNexis Risk Solutions FL Inc. ("LN") and the City of San Rafaei, via i Policd De men with its
principal place of business at .� 6 L , , s. , P_ r, �. ��a��7 _ _ �
(hereinafter "Customer').
WHEREAS LN is in the business of providing analytical software and services dedicated to providing public
safety, national security and defense entities the innovative tools and subject -matter expertise needed to identify,
analyze and resolve problems created by the actions of offenders and their networks that threaten citizens and
communities; and
WHEREAS Customer is the municipal law enforcement agency and utilizes LN's products in its law enforcement
efforts; and
WHEREAS Customer has determined it would be in Customers best interest to have dedicated full-time crime
analysts and technical personnel to support its law enforcement efforts; and
WHEREAS LN and Customer wish to enter into an agreement pursuant to which LN will arrange with such crime
analysts and technical personnel for them to provide their services to Customer;
NOW, THEREFORE, in consideration of the covenants and agreements contained herein, LN and Customer agree
as follows:
1. SERVICES PROVIDED UNDER STATEMENT OF WORK, For any analysts/technical personnel who will be
performing services for Customer pursuant to this Agreement, LN will issue and Customer will execute a Statement of
Work in the form attached as Appendix A hereto referencing its incorporation of the terms and conditions of this
Agreement and stating the name(s) and the payment rate(s) and/or Fee for the personnel, duration of services, brief
description of project, authorization of additional costs beyond the payment rate(s) (such as travel, parking, drug testing),
and any other terms to which LN and the Customer may choose to agree. In the event of a conflict between the terms of
this Agreement and the berms of any Statement of Work, the terms of this Agreement shall control unless the Statement
of Work specifically (and not generally) identifies the conflicting terms in this Agreement and explicitly states that such
terms shall not apply but shall instead be superseded by the Statement of Work. The Statement of Work will be signed
by an authorized representative of Customer. Upon expiration of a Statement of Work, to the extent that any services
performed by one or more analysts/technical personnel are thereafter provided on the same or a different project, they
shall be provided under the terms of this Agreement.
2. BILLING AND PAYMENT. LN will bill Customer through invoices issued to Customer in arrears on a monthly
basis with one -twelfth (1/12) of the Fee, along with such other associated costs, as approved by Customer, except that
LN has sole discretion to bill on a less frequent basis if it deems it appropriate to do so. Customer agrees that it may be
electronically invoiced for those fees. Payments must be received by LN within thirty (30) days of the invoice date,
Any balance not timely paid will accrue interest at the rate of eighteen percent (18%) per annum or the highest rate
allowed by applicable law, whichever is less.
3. ACCEPTANCE OF SERVICES. Customer's project manager or other agent shall review at regular intervals the
time records and work product of analysts and/or technical personnel. Customers approval of such time records
(including, but not limited to, costs of any applicable overtime rates, travel, per diem and other costs stated thereon)
and/or work product shall be deemed granted unless Customer provides notice to LN of some objection to the time
records or work product of the analysts and/or technical personnel. Acceptance by Customer shall not be unreasonably
withheld and any refusal to accept shall be noted on the time record for the relevant period, with a written explanation of
the reasons that the work was not acceptable and failure to so note such refusal shall constitute acceptance. Nothing
herein shall eliminate Customer's obligation to pay LN for any services provided by analysts/technical personnel which
Customer has approved by some other means.
4. AN LYST5 NICAL PER NNEL NOT EMPLOYEES F CU MER. LN and Customer agree that for
purposes of FICA, FUTA and income tax withholding, as well as for purposes of any pension plan or health benefit plan
maintained by Customer for its own employees; the analysts/technical personnel supplying services under this Agreement
are not employees of Customer.
Analyst for Hire Agt (Q3.15.v1) a Confidential Page 1 of 6
RESERVED
5. DLMES AND SUBSTITL MON OF ANALYSTSITECHNICAL PERSONNEL. LN will locate analysts/technical
personnel for Customer according to the qualifications, experience, and project requirements set forth by Customer and
given to LN. The work to be performed by the analysts/technical personnel providing services under this Agreement shall
be set out by Customer and stated in the Statement of Work. The analysfis/bechniical personnel shall report the results of
the work, to the extent required by Customer, to Customers Project Manager or other designated official, but the primary
control over such personnel shall be exercised by LN or, in the case of such personnel who is a valid independent
contractor, by that personnel itself. Because Customer has the opportunity m interview all analysts/technical personnel
located by LN prior to their commencement of any services for Customer, LN shall have no liability to Customer if such
personnel are determined by Customer not to meet its requirements and Customer shall not be relieved of making
payments to LN for the serves provided by such personnel up to the time that they are terminated in accordance with
this Agreement.
6. NOTICE OF TERMINATION OF SERVICES. Customer agrees to notify LN prior to its termination of any
services of the analysts/technical personnel covered by this Agreement regardless of whether such termination comes
before, is coincident with, or follows the duration date set forth in a written Statement of Work covering such services.
Customer can terminate analysts/technical personnel with a 30 -day notice to LN. Payment is due to LN through
analysts/technical personnel termination date. If any ana"/technical personnel providing services under this
Agreement has terminated the relationship with LN, and whether or not such termination is in violation of such
personnel's agreement with LN, LN shall notify Customer of such termination within three days of receipt of notice from
such personnel.
7. INTELLECTUAL PROPERTY RJGHTS. Customer agrees that all material, documentation, deliverables and
other tangible expressions of information including but not limited to software programs and software documentation,
designs, technical data, formulae, and processes, whether in final production or draft, which result from any work
performed by any analysts/technical personnel providing services under this Agreement and all rights, title and interest,
including any copyright, patent rights and all other intellectual property rights, shall belong exclusively to LN unless some
other arrangements have been agreed to by both parties in writing. LexisNexis will return all copies of Customer Data
provided upon termination of this contract and shall remove all such Customer Data, including back up and archival
copies, maintained by LexisNexis except Customer Data that LexisNexis is required to retain to meet its legal and
regulatory requirements. Where such retention is required, LexisNexis shall delete all Customer Data promptly upon
such requirements permitting deletion. LexisNexis will continue to maintain the confidentiality of any Customer Data
during the period of retention. No Confidential Information will be used by LexisNexis for any future purposes that
are not specifically authorized by the Customer.
8. CONFIDENTIALITY. Customer and LN acknowledge that they each may have access to confidential
information of the disclosing party ("Disclosing Party') relating to the Disclosing Party's business including; without
limitation, technical, financial, strategies and related information, computer programs, algorithms, know-how, processes,
ideas, inventions (whether patentable or not), schematics, Trade Secrets (as defined below) and other information
(whether written or oral), and in the case of LN's information, product information, pricing information, product
development plans, forecasts, the LN Services, and other business information ("Confidential Information'). Confidential
Information shall not include information that: (i) is or becomes (through no improper action or inaction by the Receiving
Party (as defined below) generally known to the public; (ii) was in the Receiving Party's possession or known by it prior to
receipt from the Disclosing Party; (iii) was lawfully disclosed to Receiving Party by a third -party and received in good faith
and without any duty of confidentiality by the Receiving Party or the third -party; or (iv) was independently developed
without use of any Confidential Information of the Disclosing Party by employees of the Receiving Party who have had no
access to such Confidential Information. "Trade Secret' shall be deemed to include any information which gives the
Disclosing Party an advantage over competitors who do not have access to such information as well as all information
that fits the definition of "trade secret" set forth under applicable law. Each receiving party ("Receiving Party'l agrees not
to divulge any Confidential Information or information derived therefrom to any third -party and shall protect the
confidentiality of the Confidential Information with the same degree of care it uses to protect the confidentiality of its own
confidential information and trade secrets, but in no event less than a reasonable degree of care. Notwithstanding the
foregoing, the Receiving Party may disclose Confidential Information solely to the extent required by subpoena, court
order or other governmental authority, provided that the Receiving Party shall give, if permitted by law, the Disclosing
Party prompt written notice of such subpoena, court order or other governmental authority so as to allow the Disclosing
Party to have an opportunity to obtain a protective order to prohibit or restrict such disclosure at its sole cost and
expense. Confidential Information disclosed pursuant to subpoena, court order or other governmental authority shall
otherwise. remain subject to the terms applicable to Confidential Information. Each party's obligations with respect to
Page 2 of 6
Confidential Information shall continue for the term of this Agreement and for a period of five (5) years thereafter,
provided however, that with respect to Trade Secrets, each party's obligations shall continue for so long as such
Confidential Information continues to constitute a Trade Secret. Notwithstanding the foregoing, If Customer is bound by
the Freedom of Information Act, 5 U.S.C. 552, the Callfomia Public Records Act [Cal. Gov. Code sections 6250, etsep.],
or other federal, state, or municipal open records laws or regulations which may require disclosure of information, and
disclosure thereunder is requested, Customer agrees that it shall notify LN in writing and provide LN an opportunity to
object, if so permitted thereunder, prior to any disclosure.
Customer shall not request of the analysts/technical personnel providing services under this Agreement any information
regarding the rate(s) and other temms of remuneration agreed to between LN and such analysts/technical personnel, nor
shall Customer induce such analysts/technical personnel to provide such information, nor shall Customer disclose or
permit to be disclosed to such personnel, directly or through another party, any information regarding the rates) or other
berms of remuneration agreed to between Customer and LN, unless otherwise required by court order, subpoena, public
records act request, or other federal, state, or local law. As LN considers such information to be "Confidential", Customer
agrees to notify LN immediately if such rate(s) or other terms are disclosed to it by any analysts/technical personnel or
any other party, or if it learns that any analysts/technical personnel have received information about the rate(s) or other
such terms agreed to between Customer and LN.
9. EXCISE, SALES, M. TAXES ON SERVICE$. The charges for all services under this Agreement are exclusive
of any state, local, or otherwise applicable sales, use, or similar taxes. If any such taxes are applicable, they shall be
charged to Customer's account.
10. LICENSES; PERMITS. ETC. LN represents and warrants that LN has all licenses, permits, City Business
Operations Tax Certificate, qualifications, and approvals of whatsoever nature that are legally required for LN to
practice its profession or provide any services under the Agreement. LN represents and warrants that LN shall, at its
sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits,
and approvals that are legally required for LN to practice its profession or provide such Services. Without limiting the
generality of the foregoing, if LN is an out-of-state corporation, LN warrants and represents that it possesses a valid
certificate of qualification to transact business in the State of California issued by the California Secretary of State
pursuant to Section 2105 of the California Corporations Code.
11. LN NOT AN AGENT. Except as Customer may specify in writing, LN and LN's personnel shall have no
authority, express or implied, to act on behalf of Customer in any capacity whatsoever as an agent. LN and LN's
personnel shall have no authority, express or implied, to bind Customer to any obligations whatsoever.
12. LIABIU Y AND INDEMNIiICATION. EXCEPT FOR A PARTY'S OBLIGATIONS UNDER SECTIONS 9
CONFIDENTIALITY OR 12 INDEMNIFICATION FOR THIRD PARTY CLAIMS, NEITHER PARTY SHALL HAVE LIABILITY TO
THE OTHER FOR ANY SPECIAL, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL OR INDIRECT DAMAGES (INCLUDING, BUT
NOT LIMITED TO, LOSS OF PROFITS, REVENUES, DATA AND/OR USE) ARISING OUT OF OR IN CONNECTION WITH
THIS AGREEMENT OR THE PERFORMANCE OF AN SOW, EVEN IF ADVISED OF THE POSSIBILITY THEREOF. EXCEPT
FOR A PARTY S OBLIGATIONS UNDER SECTIONS 9 OR 12, EACH PARTY'S LIABILITY FOR ANY REASON AND UPON ANY
CAUSE OF ACTION SHALL AT ALL TIMES AND IN THE AGGREGATE AMOUNT BE LIMITED TO THE AMOUNT ACTUALLY
PAID UNDER THE RELATED SOW UNDER WHICH SUCH LIABILITY AROSE. NEITHER PARTY SHALL BRING ANY CLAIM
ARISING HEREUNDER MORE THAN 12 MONTHS AFTER SUCH CLAIM ACCRUES.
LN shall assume the defense of and indemnify and hold harmless Customer from and against all third party actions
or third party claims against Customer, its officers, agents or employees from any and all loss, including reasonable
attorneys' fees, sustained by Customer by virtue of any damages to any person(s), firm or corporation who may be
injured by or to any property that may be damaged arising out of the performance of this Agreement, except for
actions or claims alleged to have occurred in full, or in part, as a result of negligence or deliberate, willful, or criminal
acts by the Customer, its officers, agents or employees and except for actions or claims alleging dangerous
conditions of Customer property which arise out of the acts or failure to act by the Customer, its officers, agents or
employees which are not created by an LN employee or LN invitee. LN shall have the right to defend any such claim
and Customer shall extend reasonable cooperation in connection with such defense, which shall be at LN's expense.
LN or its designated representative shall also have the sole right to settle any such claim for indemnification if such
settlement includes a complete release of Customer. Customer may at its expense, participate in the defense of any
such claim for indemnification if its position is not materially inconsistent with that of LN and if in it's reasonable
judgment such claim or the resolution thereof would have an ongoing material effect on Customer. In the event LN
fails to defend the same within a reasonable length of time, Customer shall be entitled to assume the sole defense
Analyst for Hire Agt (Q3.15.v1) a
thereof, and LN shall be liable to repay Customer for all expenses reasonably incurred in connection with said
defense (including reasonable attorney's fees and settlement payments) If it is determined that such request for
indemnification was proper.
Customer shall assume the defense of and indemnify and hold harmless LN from and against all third party actions or
third party claims against LN, its officers, agents or employees from any and all loss, including reasonable attorneys'
fees, sustained by LN by virtue of any damages to any person(s), firm or corporation who may be injured by or to
any property that may be damaged arising out of the performance of this Agreement, except for actions or claims
alleged to have occurred in full, or in part, as a result of negligence or deliberate, willful, or criminal acts by LN, its
officers, agents or employees and except for actions or claims alleging dangerous condition of LN property which
arise out of the acts or failure to act by LN, its officers, agents or employees which are not created by a Customer
employee or Customer invitee.
The indemnification provisions contained in this Agreement include but are not limited to any violation of applicable
law, ordinance, regulation or rule, including where the claim, loss, damage, charge or expense was caused by
deliberate, willful, or criminal acts of either party to this Agreement, or any of their agents, officers or employees or
their performance under the terms of this Agreement.
It is the intent of the parties that where negligence or responsibility for injury or damages is determined to have
been shared, principles of comparative negligence will be followed, and each party shall bear the proportionate cost
of any loss, damage, expense and liability attributable to that party's negligence.
Each party shall establish procedures to notify the other party which shall include prompt written notice to the other
party upon its initial receipt of information that could reasonably support any such claims, administrative actions or
legal actions with respect to any of the matters described in this indemnification section. The parties shall cooperate
in the defense of such actions brought by others with respect to the matters covered in this Agreement
Nothing set forth in this Agreement shall establish a standard of care for or create any legal rights for any person not
a party to this Agreement
The indemnity provisions of this Agreement shall survive the expiration or earlier termination of this Agreement.
12.1. INSURANCE. During the term of this Agreement, LN shall comply with the insurance provisions set
forth in Addendum 1 to this Agreement, attached hereto and incorporated herein by reference.
13. TERMINATION OF THIS AGREEMENT. This Agreement will continue in effect until terminated by Customer
or LN which termination shall occur only at the expiration of the term provided for in the Statement of Work or otherwise
for a material breach of this Agreement. Customer can terminate all or part of the Agreement with LN with a 30 -day
notice. Payment is due to LN through Agreement termination date.
14. ASSIGNMENT. Neither this Agreement nor any interest hereunder may be assigned or otherwise
transferred by either party to third parties other than affiliates of either party without the prior written consent of the
other party which shall not be unreasonably withheld. This Agreement shall be binding upon and inure to the benefit of
the heirs, successors, assigns, and delegates of the parties hereto.
15. NOTICES. Any requirement to "notify" , or for "notice" or "notification", in connection with the subject
matter of this Agreement shall be in writing and shall be effective when delivered personally (including by Federal
Express, Express Mail, or similar courier service) to the party for whom intended, or five (5) days following deposit of the
same into the United States mail, certified mail, return receipt requested, first class postage prepaid, addressed to such
party at the address set forth below its signature to this Agreement. Either party may designate a different address by
notice to the other given in accordance herewith.
16. NONDISCRIMINATION. LN, with regards to the work performed by it after award and prior to
completion of the work pursuant to this Agreement, shall not discriminate on the ground of race, color, religion, sex,
national origin, age, marital status, physical handicap or sexual orientation in selection and retention of
subcontractors, including procurement of materials and leases of equipment. LN shall not participate either directly
or indirectly in discrimination prohibited by federal, state, or local regulations.
Analyst for Hire Agt (Q3.15.v1) a Page 4 of 6
17. SEVERABILITY. If any term or provision of this Agreement shall be found to be illegal or otherwise
unenforceable, the same shall not invalidate the whole of this Agreement, but such term or provision shall be deemed
modified to the extent necessary by the adjudication to render such term or provision enforceable, and the rights and
obligations of the parties shall be construed and enforced accordingly, preserving to the fullest permissible extent the
intent and agreements of the parties herein set forth.
18. ECONOMIC SANCTIONS LAWS. Customer acknowledges that LN is subject to economic sanctions laws,
including but not limited to those enforced by the U.S. Department of the Treasury's Office of Foreign Assets Control
("OFAC'J, the European Union, and the United Kingdom. Accordingly, Customer shall comply with all economic
sanctions laws of the United States, the European Union, and the United Kingdom. Customer shall not provide
access to LN Services to any individuals identified on OFAC's list of Specially Designated Nationals ("SDN List'j, the
UK's HM Treasury's Consolidated List of Sanctions Targets, or the EU's Consolidated List of Persons, Groups, and
Entities Subject to EU Financial Sanctions. Customer shall not take any action which would place LN in a position of
non-compliance with any such economic sanctions laws.
19. QQMPLEfE AGREEMENT AND AMENDMENT This Agreement and any written Statement of Works executed
hereunder contain the entire agreement between the parties hereto with respect to the matbers covered herein.
Customer acknowledges that It is entering into this Agreement solely on the basis of the agreements and representations
contained herein. This Agreement shall not be modified in any way except in writing signed by both parties and stating
expressly that it constitutes a modification of this Agreement.
20. AVE Neither Customer's acceptance of, or payment for, any Service or Additional Service performed
by LN, nor any waiver by either party of any default, breach or condition precedent, shall be construed as a waiver of
any provision of this Agreement, nor as a waiver of any other default, breach or condition precedent or any other
right hereunder.
21. LAW AND DISPUTES. This Agreement shall be governed by the laws of the State of California its conflict of
laws provisions notwithstanding. Any lawsuit pertaining to this agreement shall be brought in State or Federal courts in
the State of California. The prevailing party in any action brought to enforce the terms of this Agreement shall be entitled
to recover its attorney's fees and costs.
22. COUNTERPARTS. This Agreement may be executed in one or more counterparts, each of which shall be
deemed to be an original, but all of which together shall constitute but one and the same instrument.
Analyst for Hire Agt (Q3.15.v1) a Page 5 of 6
AUTHORIZATION AND ACCEPTANCE
I HEREBY CERTIFY that I am authorized to execute this Agreement on behalf of Customer.
CUSTOMER: Gtvof san Rafael via its Police De artment
Signature:
Print: Jim'sc-#iutz
Title: City Managernn �n,
Date: � ` (� 2
I HEREBY CERTIFY that I am authorized to execute this Agreement on behalf of Lexis Nexis.
Lexis Nexis Risk Solutions FL Inc.:
Signature:
Print: Haywood Talcove
Title: CEO (LNSSI)
Date: June 12, 2020
Analyst for Hire Agt (Q3. 15.v1) a Page 6 of 6
ADDENDUM 1 TO ANALYST FOR HIRE AGREEMENT
BETWEEN THE CITY OF SAN RAFAEL AND LEXISNEXIS RISK SOLUTIONS FL INC.
INSURANCE.
A. During the term of this Agreement, LN shall maintain, at no expense to
CUSTOMER, the following insurance policies:
1. A commercial general liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death,
bodily injury, personal injury, or property damage.
2. An automobile liability (owned, non -owned, and hired vehicles) insurance
policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence.
3. If it employs any person, LN shall maintain worker's compensation
insurance, as required by the State of California, with statutory limits, and employer's liability
insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury
or disease. LN's worker's compensation insurance shall be specifically endorsed to waive any
right of subrogation against CUSTOMER.
B. The insurance coverage required of the LN in this section shall also meet the following
requirements:
1. Except for professional liability insurance or worker's compensation
insurance, the insurance policies shall be specifically endorsed to include the CUSTOMER, its
officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed
operations) under the policies.
2. The additional insured coverage under LN'S insurance policies shall be
"primary and noncontributory" with respect to any insurance or coverage maintained by
CUSTOMER and shall not call upon CUSTOMER's insurance or self-insurance coverage for any
contribution. The "primary and noncontributory" coverage in LN'S policies shall be at least as broad
as ISO form CG20 0104 13.
3. Except for professional liability insurance or worker's compensation
insurance, the insurance policies shall include, in their text or by endorsement, coverage for
contractual liability and personal injury.
4. By execution of this Agreement, LN hereby grants to CUSTOMER a
waiver of any right to subrogation which any insurer of LN may acquire against CUSTOMER
by virtue of the payment of any loss under such insurance. LN agrees to obtain any endorsement
that may be necessary to effect this waiver of subrogation, but this provision applies regardless
of whether or not CUSTOMER has received a waiver of subrogation endorsement from the
insurer.
LexisNexis Risk .Solutions
Customer Name:
Billgroup #:
LN Account Manager:
SCHEDULE A
Analyst for Hire
San Rafael Police Dept., CA
ACC -1616930
Mark Staniak
cap
6/12/20 IN
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L
This Schedule A sets forth additional or amended terms and conditions for the use of the Analyst for Hire
services ("LN Services"), as set forth in the services agreement between Customer and LN or LN's affiliate(s) for
the LN Services ("Agreement"), to which this Schedule A is incorporated by reference. The LN Services herein
shall be provided by LexisNexis Risk Solutions FL Inc. ("LN"). Customer acknowledges that the services
provided under this Schedule A are non-FCRA services and are not "consumer reports" within the meaning of
the FCRA and Customer agrees not to use such reports in any manner that would cause them to be
characterized as "consumer reports".
1. SCHEDULE A TERM
The term of this Schedule A will be 12 months beginning July 1, 2020 and ending June 30, 2021 (the "Term"). If
an account is activated after the first day of a calendar month, charges will not be pro -rated.
2. ANALYST FOR HIRE FEES
During the Term, Customer shall pay to LN a license fee of $140,979.00 ("Analyst for Hire License Fee"), which
shall be invoiced in twelve (12) equal monthly installments of $11,748.25 per month, in exchange for the
professional services of one (1) Analyst for Hire.
3. EXPIRATION
Unless otherwise accepted by LN, the terms herein are valid if the Schedule A is signed by the Customer and
received by LN on or before June 17, 2020.
4. CONFIDENTIAL INFORMATION
This Schedule A contains the confidential pricing information of LN. Customer acknowledges that the disclosure
of such pricing information could cause competitive harm to LN, and as such, Customer agrees to maintain this
Schedule A in trust and confidence and take reasonable precautions against disclosure to any third party to the
extent permitted by local and state law.
AGREED TO AND ACCEPTED BY: San Rafael Police Dept., CA
Signed:
Name:
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`y •',.11 � s
Title: C L i r" a-_
Date: -? - zol , ZQ
Page 1 of 1 Confidential 363099.1v2
Customized Schedule A
Analyst for Hire
Any unauthorized revisions to this Schedule A by Customer after receipt of the final version from LN shall be considered unenforceable, and
may void this Schedule A at the option of LN.
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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-PROACT MANAGER:
ContractingMepartrrient:Police
Project Manager: Glenn McElderry EA6nsionc. 5301 -
Contractor Name: LexisNexis Risk Solutions
Contractors Contact: Mark Staniak Contact's Email: Mark:Sfaniak@lexisnexisrisk.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
Click here to
❑
enter a date.
b. Email contract (in Word) and attachments to City
6/3/2020
GM
Attorney c/o Laraine.Gittens@cityofsanrafael.org
2
City Attorney
a. Review, revise, and comment on draft agreement
6/4/2020
® LG
and return to Project Manager
6/4/2020
® LG
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
Click or tap
❑
contractor
to enter a
date.
4
Project Manager
Forward three (3) originals of final agreement to
Click here to
❑
contractor for their signature
enter a date.
5
Project Manager
When necessary, contractor -signed agreement
❑ N/A
agendized for City Council approval *
*City Council approval required for Professional Services
Agreements and purchases of goods and services that exceed
Or
$75,000; and for Public Works Contracts that exceed $175,000
7/6/2020
GM
Date of City Council approval
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
6 Project Manager
Forward signed original agreements to City
&
Attorney with printed copy of this routing form
Review and approve hard copy of signed
7 City Attorney
]
agreement
7 �(
8
City Attorney Review and approve insurance in PINS, and b7rd
% f
I (for Public Works Contracts)
City Manager/ Mayor i Agreement executed by City Council authorized
/
9
official
10
City Clerk I Attest signatures, retains original agreement and
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I
forwards copies to Project Manager 1i
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