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HomeMy WebLinkAboutDS Consulting ServicesAGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND ENTRYPOINT NETWORKS, INC. FOR CONSULTING SE RVICES This Agreement is made and entered into as of I �� (the "Effective Date"), by and between the CITY OF SAN RAFAEL, ered California municipal corporation (hereinafter "CITY"), and ENTRYPOINT NETWORKS, INC., a Delaware corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RECITALS A. CITY desires to secure professional services more fully described in this Agreement, at Exhibit A, entitled "SCOPE OF SERVICES"; and B. CONSULTANT represents that it, and its subcontractors, if any, have the professional qualifications, expertise, and necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of CITY; and C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for. NOW, THEREFORE, the parties hereby agree as follows: AGREEMENT SERVICES TO BE PROVIDED. Except as otherwise may be expressly specified in this Agreement, CONSULTANT shall furnish all technical and professional services, including labor, material, equipment, transportation, supervision, and expertise (collectively referred to as "Services") to satisfactorily complete the work required by CITY at its sole risk and expense. Services to be provided to CITY are more fully described in Exhibit A entitled "SCOPE OF SERVICES." CONSULTANT acknowledges that the execution of this Agreement by CITY is predicated upon representations made by CONSULTANT in that certain proposal, dated September 20, 2022 [Revised 02/28/2023] ("Proposal") set forth in Exhibit A, which constitutes the basis for this Agreement. 2. COMPENSATION. In consideration for CONSULTANT's complete performance of Services, CITY shall pay CONSULTANT for all materials provided and services rendered by CONSULTANT a fixed fee, as further described in Exhibit A, in an amount of $182,120. CONSULTANT will bill City for Services provided by CONSULTANT, subject to verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City's receipt of invoice. Rev. 08.22 TERM OF AGREEMENT. Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate on March 5, 2025. 4. PROJECT COORDINATION. A. CITY'S Project Manager. Digital Infrastructure Manager is hereby designated the PROJECT MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Bruce Patterson is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. 5. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) daytime period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONSULTANT and any and all of CONSULTANT's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. INSPECTION AND AUDIT. Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. 08.22 2 ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. INSURANCE REQUIREMENTS. During the term of this Agreement, and for any time period set forth in Exhibit B, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit B. 10. INDEMNIFICATION. A. Except as otherwise provided in subparagraph B of this section, CONSULTANT shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONSULTANT' indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, CONSULTANT shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONSULTANT under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages, Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. 08.22 C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 11. NONDISCRIMINATION. CONSULTANT shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 12. COMPLIANCE WITH ALL LAWS. CONSULTANT shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes, and regulations. CONSULTANT shall release, defend, indemnify, and hold harmless CITY, its officers, agents, and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 13. NO THIRD PARTY BENEFICIARIES. CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 14. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: To CITY's Project Manager: Vinh Pham Digital Infrastructure Manager 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Bruce Patterson Operations Director 2565 East 17th Street, Suite 3 Ammon, ID 83406 For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents, and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, its officers, agents, and employees be that of an Independent Contractor and not that of an employee of CITY. v 08.22 4 16. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONSULTANT and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONSULTANT and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 17. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks, or other amounts. 18. WAIVERS. The waiver by either party of any breach or violation of any term, covenant, or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance, or regulation. 19. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 20. CITY BUSINESS LICENSE / OTHER TAXES. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code, and CONSULTANT shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and 08.22 5 Certification). 21. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 22. APPLICABLE LA The laws of the State of California shall govern this Agreement. 23. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. [Signatures are on the following page.] 08.22 6 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL: Jr!C UTZ, City ana er APPROVED AS TO FORM: Office of th -.City Attorney CONSULTANT: i BRUCE PATTERSON Director of Operations [If CONSULTANT is a corporation, add signature of second corporate officer] By: GENEVTVF COYLE, Assistant Ckty Attorney tL-11 JEFF CHRISTENSEN ATTEST: City Clerk President _/ LINDSAY LARA, City Clerk 08.22 EXHIBIT A SCOPE OF SERVICES The Services to be performed for CITY by CONSULTANT under this Agreement are more fully described in CONSULTANT's proposal, which is attached to this Exhibit A. EntryPoint Networks, Inc. appreciates the opportunity to provide project leadership, management, design, and strategic planning for the City of San Rafael, California. This work will include the following work products for the San Rafael Canal Qualified Opportunity Zone: Data collection and market analysis to include Geospatial files with data showing market data and other datasets including availability, price, and performance metrics. Resident and property owner survey development and execution to determine satisfaction, experience, affordability, to inform City actions or solutions. This work will be extensive and performed by a third -party subcontractor under EntryPoint's oversight. High level design with an accompanying Bill of Materials (BOM) for a fiber to the address solution to be used for cost and feasibility analysis. Additional design work will be performed based on feedback obtained from rental property owners to outline potential solutions capable of delivering 1 gigabit connectivity to each rental living unit. The fiber to the address or MDU work will be performed by a third - party subcontractor under EntryPoint's oversight. The interior connectivity solutions will be developed by EntryPoint and documented with high level cost estimates as a part of the larger plan documentation. 3. Strategic recommendations will be developed and documented. Plan documentation shall include identifying gaps, potential solutions, challenges, costs, and recommended steps and paths to creating long term sustainable solutions, including suggestions to create natural incentives for stakeholders to support a solution capable of achieving the City's goals while at the same time managing these desired changes for the benefit of all. Expected steps to develop and deliver these three deliverables are expected to include the following activities: Data Collection and Market Analysis for the Federally Qualified Opportunity Zone and the Bahia neighborhood. (819 HHP, 2271 Living Units) A. Data collection (statistically relevant) a. Collect, catalogue, and correlate granular demographic data b. Collect, catalogue, and correlate broadband market data for the area B. Develop and conduct surveys of area residents and property owners a. Includes marketing to increase survey participation b. Includes survey mailing and input of hard copies C. Map area to show potential funding sources based on data and program qualifications D. Inform strategy and information outputs with mapping and graphical representations of collected data Rev. 08.22 B-1 E. Summarize findings to inform final report High Level Outside Plant and Inside Plant Network Design for un to 1300 HHP in the Federall Qualified Opportunity Zone, along with the Bahia and Spinnaker neighborhoods. A. Perform initial asset discovery to inform design a. Obtain, review, and correct available data b. Obtain, review, and approve public assets for use in design B. Coordinate design with Statewide middle mile C. Develop, review, document, and approve a 50+ year network architecture capable of supporting public, private and internet services securely and reliably to be used for design D. Perform high level design for outside fiber optic plant to the addresses a. Review initial design outputs, provide corrections or improvements b. Approve initial design once desired level of design efficiency is achieved E. Coordinate rental property owner input to develop in structure or building designs and strategies a. Develop and document potential indoor architectures and designs b. Analyze Pros and Cons for proposed solutions F. Document findings including high level cost estimates Document Findings and Outline Strategic Recommendations A. Provide technical review of design inputs a. Summarize findings in layman's terms b. Create proforma financials for viable solutions that include: i. Capital Costs ii. Operational Costs iii. Service Costs iv. Municipal costs and responsibilities v. Service provider costs and responsibilities vi. Property owner costs and responsibilities vi i. Consumer costs and responsibilities c. Develop, organize, and document strategic recommendations d. Provide technical details in an appendix B. Document recommended infrastructure and network architecture and standards to assist with institutionalizing standards and planning in municipal processes a. Provide some immediate tactical suggestions b. Suggest potential interdepartmental collaborations c. Clearly document the various levels of ownership and investment required by the city to implement solutions C. Present the final report and findings to City Leadership 08.22 B -2 t . ►. , •• S �• ; • •• a w AM US com 6 SCOPE OF WORK SAN RAFAEL THE CITY WITH A MISSION EntryPoint Networks Solution Services Group appreciates the opportunity to provide project leadership, management, design, and strategic planning for the City of San Rafael, California. This work will include the following work products for the San Rafael Canal Qualified Opportunity Zone: Data collection and market analysis to include Geospatial files with data showing market data and other datasets including availability, price, and performance metrics. Resident and property owner survey development and execution to determine satisfaction, experience, affordability, to inform City actions or solutions. This work will be extensive and performed by a third -party subcontractor under EntryPoint's oversight. High level design with an accompanying Bill of Materials (BOM) for a fiber to the address solution to be used for cost and feasibility analysis. Additional design work will be performed based on feedback obtained from rental property owners to outline potential solutions capable of delivering 1 gigabit connectivity to each rental living unit. The fiber to the address or MDU work will be performed by a third -party subcontractor under EntryPoint's oversight. The interior connectivity solutions will be developed by EntryPoint and documented with high level cost estimates as a part of the larger plan documentation. 3. Strategic recommendations will be developed and documented. Plan documentation shall include identifying gaps, potential solutions, challenges, costs, and recommended steps and paths to creating long term sustainable solutions, including suggestions to create natural incentives for stakeholders to support a solution capable of achieving the City's goals while at the same time managing these desired changes for the benefit of all. Expected steps to develop and deliver these three deliverables are expected to include the following activities: Data Collection (A-C) and Market Analysis (D&E) A. Data collection (statistically relevant) a. Collect, catalogue, and correlate granular demographic data b. Collect, catalogue, and correlate broadband market data for the area B. Develop and conduct surveys of area residents and property owners a. Includes marketing to increase survey participation b. Includes survey mailing and input of hard copies C. Map area to show potential funding sources based on data and program qualifications D. Inform strategy and information outputs with mapping and graphical representations of collected data E. Summarize findings to inform final report EntryPoint, LLC City of San Rafael, California —Consulting Services Proposal Page 12 ' SAN RAFAEL / THE CCTV WITH A MISSION High Level Outside Plant and Inside Plant Network Design A. Perform initial asset discovery to inform design a. Obtain, review, and correct available data b. Obtain, review, and approve public assets for use in design B. Coordinate design with Statewide middle mile C. Develop, review, document, and approve a 50+ year network architecture capable of supporting public, private and internet services securely and reliably to be used for design D. Perform high level design for outside fiber optic plant to the addresses a. Review initial design outputs, provide corrections or improvements b. Approve initial design once desired level of design efficiency is achieved E. Coordinate rental property owner input to develop in structure or building designs and strategies a. Develop and document potential indoor architectures and designs b. Analyze Pros and Cons for proposed solutions F. Document findings including high level cost estimates Document Findings and Outline Strategic Recommendations A. Provide technical review of design inputs a. Summarize findings in layman's terms b. Create proforma financials for viable solutions that include: i. Capital Costs ii. Operational Costs iii. Service Costs iv. Municipal costs and responsibilities v. Service provider costs and responsibilities vi. Property owner costs and responsibilities vii. Consumer costs and responsibilities c. Develop, organize, and document strategic recommendations d. Provide technical details in an appendix B. Document recommended infrastructure and network architecture and standards to assist with institutionalizing standards and planning in municipal processes a. Provide some immediate tactical suggestions b. Suggest potential interdepartmental collaborations c. Clearly document the various levels of ownership and investment required by the city to implement solutions C. Present the final report and findings to City Leadership EntryPoint, LLC City of San Rafael, California — Consulting Services Proposal Page 13 0SAN RAFAEL THE CITY WITH A MISSION PROJ ECT TI M ELI N ES AN D COSTS EntryPoint's proposed consulting fees for the outlined activities are presented in the table below. EntryPoint's estimates assume that MERIT Networks will perform the data collection and inform the market analysis metrics as a subcontractor, and that outside plant design work will be performed by either RUCON Engineering and/or Biarri Networks as a subcontractor. MERIT Network's data collection and market analysis work is estimated as a not to exceed amount of $78,380. Outside plant and interior network design services is estimated as a not to exceed amount of $32,460. EntryPoint's professional services costs are presented in the table below. The table separates specific task categories and the anticipated number of hours associated with each. EntryPoint's Consulting Fees for these projects are based on a $200.00 per hour rate, with a project cap of $67,600. Based on the estimated hours and EntryPoint's current workload, this work will take approximately 8 - 10 months to complete. Proposed Activities Data Collection and Market Analysis Develop initial Scope of Work. Develop, review, and approve surveys. Coordinate collection and inform analysis. Review and approve deliverables. High Level Design Coordinate design data collection. Develop, review, and approve architecture and standards Provide oversight for outside plant design iterations. Perform landlord engagements to inform interior designs. Develop, review, and approve interior design strategies. Strategic Plan Document Provide strategic analysis for recommended solutions. Provide financial analysis for recommended solutions. Provide high level messaging recommendations for solutions. Provide recommended next steps including any immediate tactical recommendations. Provide supporting technical data as an appendix. Provide presentations to assist with community engagement and education. TOTAL HOURS = 338 Marketing Design 14 2 2 4 4 4 2 n 4 4 72 12 8 4 8 40 Finance Admin Total 4 10 30 2 4 8 88 10 24 130 4 2 16 2 8 2 40 10 20 10 8 36 40 12 12 4 12 4 4 8 8 8 4 30 178 4 2 4 8 4 8 EntryPoint, LLC City of San Rafael, California —Consulting Services Proposal Page 14 SAN RAFAEL TI IE CITY WITH A MISSION Total EntryPoint Hours = 338 @ $200 per hour = $67,600 Network Design Costs = 1300 Addresses, 2780 Living Units (OSP and in building) = $36,140 MERIT Network Data Collection Costs = 819 HHP / 2271 Living Units = $78,380 Total Cost = $182,120 (not to exceed total project cap) PROJECTTEAM EntryPoint's Municipal Digital Access consulting services are led by Bruce Patterson. Below is a list of the primary team members that would work with San Rafael Leaders, city staff, and community leaders on this project. Bruce Patterson — Project Lead, Network Planning, Network Implementation, Network Operations Jeff Christensen — Strategic Analysis, Risk Analysis, Business Model Analysis Devin Cox — Market Analysis, Community Outreach and Engagement Planning, Market Surveys Brad Banyai — Financial Analysis, Financial Proforma, Cost Structure, Cash Flow Analysis PROJECTTEAM QUALIFICATIONS Bruce Patterson — EntryPoint Networks, Head of Operations Bruce Patterson is the Director of EntryPoint Solution Services. Mr. Patterson is the recognized thought leader behind the 'Ammon Model' which focuses on the separation of infrastructure from service both technically and economically, thereby allowing the infrastructure to be treated as a true public utility while enabling private competition for services. During his tenure at the City of Ammon, Bruce was responsible for the creation and management of the Ammon Fiber Network. He managed everything from strategy and implementation including legal, public process, financial, construction, and technical aspects. It is Bruce's work that has led to the Ammon Fiber Network being identified as the "Best Fiber Optic Network in America" As Director of EntryPoint Solution Services, Mr. Patterson assists municipalities with network planning, feasibility analysis, network design, cost projections, construction oversight and network operations and management. Mr. Patterson believes that municipal fiber networks can and should be used for applications that go beyond "fast internet". Jeff Christensen — EntryPoint Networks, President — Strategic Analysis, Risk Analysis, Business Model Analysis Jeff Christensen is the President of EntryPoint Networks. Mr. Christensen has an M.S. in Management from Purdue University's Krannert School of Management and a B.S. in Organizational Psychology from the University of Utah. Prior to Mr. Christensen's tenure at EntryPoint he served as Chief Operating Officer at FutureVision Technologies and V.P. of Operations at Emdeon. At EntryPoint, Mr. Christensen oversees ongoing research & development, manages strategic partnerships, oversees manufacturing collaboration, client relationships and deployments, business development, customer support, strategy development, and has been the Principal Investigator for a recently completed Department of Energy grant: Edge Intelligence for Virtualization and Security in Open Networks. EntryPoint, LLC City of San Rafael, California —Consulting Services Proposal Page 15 SAN RAFAEL TI IE- CITY ` VITI I A MISSION Devi Cox — EntryPoint Networks, EVP Business Development — Community Engagement & Market Research Devin Cox is the EVP of Business Development at EntryPoint Networks. Mr. Cox has a Bachelor of Science degree in Business Communications from the University of Utah. Prior to Mr. Cox's tenure at EntryPoint he served as V.P. of Sales and Marketing at FutureVision Technologies and V.P. of Sales at Emdeon. At EntryPoint, Mr. Cox oversees sales, marketing, and client relations. When deploying a municipal Digital Access network, proactive and effective community engagement is critical to both short-term and long-term success of the network. For this reason, Mr. Cox focuses a large part of his time working with clients on strategies and programs designed to drive network subscriber take -rates. Brad Banyai — EntryPoint Networks, CFO — Network Financials and Funding Analysis Brad Banyai is the Chief Financial Officer for EntryPoint Networks and oversees accounting, accounts payable, accounts receivable, RMA processing, and cash management. Prior to Mr. Banyai's tenure at EntryPoint he served as President of FutureVision Technologies and V.P. of Product Management at Emdeon. Mr. Banyai produces the Proforma Financials for each of the Digital Access Master Plans we produce for the municipalities we work with. Julie Burkhart — EntryPoint Networks, Sr. Content Strategist & Writer Ms. Burkhart has for -profit, non-profit, and higher education experience. She is currently a Sr. Content Strategist & Writer for EntryPoint Networks. Before joining EntryPoint, Ms. Burkhart was the National Association of Corporate Directors (NACD) Executive Director, Heartland Chapter. She collaborated with board members and advisors to produce world -class programs and peer -to -peer exchanges for local directors. She also oversaw all chapter administration, board relations, and sponsor engagement. Prior to joining the NACD Heartland Chapter, Ms. Burkhart was the Director of Community Engagement at the University of Kansas. Her primary role was to facilitate linkages between KU resources, expertise, and capabilities with Kansas City area leaders to reduce workforce challenges, solve problems by utilizing community -based research and service, and grow entrepreneurship and economic development in the region and beyond. Preceding KU, Ms. Burkhart spent 18 years at Sprint in program management, training, leadership development, knowledge management, and talent acquisition. She also served as Sprint's 2000-member Women's Employee Resource Group president. Ms. Burkhart was Sprint's 2013 Diversity Award recipient and was selected for its High Performing Manager Program in 2010. Ms. Burkhart graduated from Kansas State University with a bachelor's degree in family life and human development. She earned a master's degree in business communication from Fort Hays State University. EntryPoint, LLC City of San Rafael, California — Consulting Services Proposal Page 16 SAN RAFAEL riiE CITY V41TI I A MISSION ENTRYPOINT NETWORKS - COST PROPOSAL EntryPoint's proposed consulting fees for managing this process and preparing the work products as follows: 1. Data Collection: $78,380 2. Market Analysis: $33,800 3. High Level Design for Outside Plant and Interior Rental Units: 536,140 4. Strategic Plan Document and Presentations: $33,800 EntryPoint will invoice at net 30 terms upon the delivery and the city's acceptance of each work product listed above. PROJECT TIMELINE EntryPoint's projected timeline for delivering these work products is estimated as follows: D. Data Collection and Market Analysis: Weeks 1 - 24 E. High Level Design for Outside Plant and Interior Rental Units: Weeks 5 - 21 F. Strategic Plan Document and Presentations: Weeks 22 - 32 EntryPoint will invoice at net 30 terms upon delivery and the city's acceptance of each work product listed above. ENTRYPOINT NETWORKS - PROPOSAL SIGNATORY The preceding Proposal submitted to the City of San Rafael,CA is authorized by EntryPoint's Managers. Bruce Patterson Authorized Representative Head of Operations 1949 West Printers Row Salt Lake City, Utah 84119 208-360-1279 bpatterson@entpnt.com EntryPoint, LLC City of San Rafael, California —Consulting Services Proposal Page 17 EXHIBIT B INSURANCE REQUIREMENTS During the term of this Agreement, and for any time period set forth below, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in this Exhibit B. A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall maintain, at no expense to CITY, the following insurance policies: 1. Commercial general liability. 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. Automobile liability. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence. 3. Professional liability. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. 4. Workers' compensation. If it employs any person, CONSULTANT shall maintain workers' 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. CONSULTANT's workers' compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or workers' compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONSULTANT's insurance policies shall be "primary and noncontributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONSULTANT'S policies shall be at least as broad as ISO form CG20 0104 13. 08.22 B-3 3. Except for professional liability insurance or workers' 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, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the Effective Date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of the CONSULTANT under this Agreement. 9. CONSULTANT agrees to ensure that subcontractors, and any other party involved with the Services, who is brought onto or involved in the performance of the Services by CONSULTANT, provide the same minimum insurance coverage required of CONSULTANT, except as with respect to limits. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Agreement. CONSUTLANT agrees that upon request by CITY, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the performance of Services will be submitted to CITY for review. 10. CONSULTANT agrees to be responsible for ensuring that no contract used by any party involved in any way with the Services reserves the right to charge CITY or CONSULTANT for the cost of additional insurance coverage required by this Agreement. Any such provisions are to be deleted with reference to CITY. It is not the intent of CITY to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against CITY for payment of premiums or other amounts with respect thereto. 08.22 •B-4 C. Deductibles and SIR's. Any deductibles or self -insured retentions in CONSULTANT's insurance policies must be declared to and approved by the CITY and shall not reduce the limits of liability. Policies containing any self -insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self -insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONSULTANT. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by the CITY. 08.22 B-5 P� RAF,q� i 2 ,Tr WITH N 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 MANA Contracting Department: Digital Service & Open Government Project Manager: Vinh Pham Extension: 415 485 3028 Contractor Name: Bruce Paterson Contractor's Contact: (208) 360-1279 Contact's Email: bpatterson@entp ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT a. Email PINS Introductory Notice to Contractor DATE 2/9/2023 Check/Initial 1 Project Manager ❑X VP b. Email contract (in Word) and attachments to City Attorney c/o Laraine.Gittens@cityofsanrafael.org 3/6/2023 ❑X VP 2 City Attorney a. Review, revise, and comment on draft agreement 4/18/2023 and return to Project Manager 4/18/2023 ❑X NT b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor ® NT 3 Department Director Approval of final agreement form to send to 4/24/2023 contractor Project Manager Forward three (3) originals of final agreement to 5/1/2023 SM 4 VP ❑X contractor for their signature ❑ N/A 5 Project Manager When necessary, contractor -signed agreement agendized for City Council approval * *City Council approval required for Professional Services VPD Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 4/17/2023 Date of City Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 5/4/2023 VP Attorney with printed copy of this routing form Review and approve hard copy of signed 5�/ N v 3 7 City Attorney agreement �� 8 City Attorney Review and approve insurance in PINS , and bonds (for Public Works Contracts) Agreement executed by City Council authorized �� (( 9 City Manager / Mayor �/� 13 City Clerk official / 10 Attest signatures, retains original agreement and forwards copies to Project Manager