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HomeMy WebLinkAboutBMI Imaging Systems 08.31.2017 4.0 AGREEMENT THIS AGREEMENT is made and entered into on the 31 day of August, 2017, by and between the TOWN OF LOS ALTOS HILLS (hereinafter referred to as"TOWN")and BMI Imaging Systems, Inc. (hereinafter referred to as "CONTRACTOR"). In consideration of their mutual covenants, the parties hereto agree as follows: 1. CONTRACTOR. Shall provide or furnish the following specked services and/or materials: Document imaging services as descripted in Attachment 1. 2. EXHIBITS. The following attached exhibits are hereby incorporated into and made a part of this Agreement: Proposal from CONTRACTOR on Attachments 1 and 2. 3. TERMS. The services and/or materials furnished under this Agreement shall commence September 1, 2017 and shall be ongoing, unless terminated pursuant to Section 5(f). 4. COMPENSATION. For the full performance of this Agreement: a. TOWN shall pay CONTRACTOR $.07 per image for scanning documents up to legal size, $1.05 per image for scanning large format documents, $.15 for document indexing/verification via match and merge, $15 per disk for DVD recording/labeling and $50 for pick-up and delivery services every two months; such pricing is described in more detail in the schedule of fees attached here to as Attachment 2. TOWN shall pay CONTRACTOR sums due under this Agreement within thirty (30) days following receipt of invoice and completion/delivery of services/goods as detailed in Sections 1, 2, and 3 of this Agreement and only upon satisfactory delivery/completion of goods/services in a manner consistent with professional/industry standards for the area in which CONTRACTOR operates. TOWN is not responsible for paying for any work done by CONTRACTOR or any subcontractor above and beyond the not to exceed amount. b. TOWN shall not reimburse for any of CONTRACTOR's costs or expenses to deliver any services/goods. However, consistent with section 4(a) above, TOWN will pay CONTRACTOR $50 per trip for pick-up and delivery services associated with the document imaging services provided herein. Town shall not be responsible for any interest or late charges on any payments from Town to CONTRACTOR. c. CONTRACTOR is responsible for monitoring its own forces/employees/agents/ subcontractors to ensure delivery of goods/services within the terms of this Agreement. TOWN will not accept or compensate CONTRACTOR for incomplete goods/services. Town of Los Altos Hills Page 1 of 4 SM1M form Updated 4/2110 4110 5. GENERAL TERMS AND CONDITIONS. a. HOLD HARMLESS. CONTRACTOR agrees to indemnify, defend and hold harmless the TOWN, its officers, agents and employees from any and all demands, claims or liability of personal injury (including death) and property damage of any nature, caused by or arising out of the performance of CONTRACTOR under this Agreement. With regard to CONTRACTORS work product, CONTRACTOR agrees to indemnify, defend and hold harmless the TOWN, its officers, agents and employees from any and all demands, claims or liability of any nature to the extent caused by the negligent performance of CONTRACTOR under this Agreement. b. INSURANCE. CONTRACTOR shall file with the TOWN a certificate of insurance before commencing any services under this Agreement as follows: i. WORKERS COMPENSATION INSURANCE: Minimum statutory limits. ii. COMMERCIAL GENERAL LIABILITY AND PROPERTY DAMAGE INSURANCE: General Liability and Property Damage Combined. $1,000,000.00 per occurrence including comprehensive form, personal injury, broad form personal damage, contractual and premises/operation, all on an occurrence basis. If an aggregate limit exists, it shall apply separately or be no less than two (2) times the occurrence limit. iii. AUTOMOBILE INSURANCE: $1,000,000.00 per occurrence. iv. ERRORS AND OMISSIONS INSURANCE: $1,000,000.00 aggregate. v. NOTICE OF CANCELLATION: The City requires 30 days written notice of cancellation. Additionally, the notice statement on the certificate should not include the wording "endeavor to" or"but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents or representatives." CERTIFICATE OF INSURANCE: Prior to commencement of services, evidence of insurance coverage must be shown by a properly executed certificate of insurance and it shall name "The Town of Los Altos Hills, its elective and appointed officers, employees, and volunteers" as additional insureds. Note added by BMI: by facilitating the shipping, handling and/or transportation of the Town's hard-copy documents, BMI shall not be deemed a contract or commercial carrier. TOWN agrees not to provide BMI with any documents, either individually or in groups, whose total replacement value exceeds $250,000. Town of Los Altos Hills Page 2 of 0 short form updated 4/23/10 v V vi. To prevent delay and ensure compliance with this Agreement, the insurance certificates and endorsements must be submitted to: Town of Los Altos Hills 26379 Fremont Road Los Altos Hills, CA 94022 c. NON-DISCRIMINATION. No discrimination shall be made in the employment of persons under this Agreement because of the race, color, national origin, age, ancestry, religion or sex of such person. d. INTEREST OF CONTRACTOR. It is understood and agreed that this Agreement is not a contract of employment and does not create an employer-employee relationship between the TOWN and CONTRACTOR. At all times CONTRACTOR shall be an independent contractor and CONTRACTOR is not authorized to bind the TOWN to any contracts or other obligations without the express written consent of the TOWN. In executing this Agreement, CONTRACTOR certifies that no one who has or will have any financial interest under this Agreement is an officer or employee of TOWN. e. CHANGES. This Agreement shall not be assigned or transferred without advance written consent of the TOWN. No changes or variations of any kind are authorized without the written consent of the City Manager. This Agreement may only be amended by a written instrument signed by both parties. f. TERMINATION. This Agreement may be terminated by TOWN upon seven (7) days written notice to CONTRACTOR. Monies owed for work satisfactorily completed shall be paid to CONTRACTOR within 14 days of termination. g. RECORDS. All reports, data, maps, models, charts, studies, surveys, calculations, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that are prepared or obtained pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the TOWN. CONTRACTOR hereby agrees to deliver those documents to the TOWN at any time upon demand of the TOWN. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the TOWN and are not necessarily suitable for any future or other use. Failure by CONTRACTOR to deliver these documents to the TOWN within a reasonable time period or as specified by the TOWN shall be a material breach of this Agreement. TOWN and CONTRACTOR agree that until final approval by TOWN, all data, plans, specifications, reports and other documents are preliminary drafts not kept by the TOWN in the ordinary course of business and will not be disclosed to third parties without prior written consent of both parties. All work products submitted to the TOWN pursuant to this Agreement shall be deemed a "work for hire." Upon submission of any work for hire pursuant to this Agreement, and acceptance by the TOWN as complete, non- Town of Los Altos Hills Page 3 of 4 Shad fo n UO4eled 4123110 v exclusive title to copyright of said work for hire shall transfer to the TOWN. The compensation recited in Section 4 shall be deemed to be sufficient consideration for said transfer of copyright. CONTRACTOR retains the right to use any project records, documents and materials for marketing of their professional services. h. ENTIRE AGREEMENT. This Agreement represents the entire agreement between the Parties. Any ambiguities or disputed terms between this Agreement and any attached Exhibits shall be interpreted according to the language in this Agreement and not the Exhibits. 6. INVOICING. Send all invoices to the contract coordinator at the address below. This Agreement shall become effective upon its approval and execution by TOWN. In witness whereof, the parties have executed this Agreement the day and year first written above. CONTRACT COORDINATOR and representative for TOWN: CONTRACTOR: Deborah Padovan /I Toy Clerk y 9/1/ZDP7 Town of Los Altos Hills By: 26379 Fremont Road Signature Date Los Altos Hills, CA 94022 Fik / r' .JIra1 U['rvr'Ck ;Lit Prest PGl_ Print name,Title TOWN OF LOS /ALTOS S�HILLS: By: 1_. 2 Jif (/Ljzoi.Carl Cahill, City Manager te Town of Los Altos Hills Page 4 of 4 Short form updated 4/2110 Short-form Agreement Instructions and Checklist Professional Services (unrelated to public proiects): ❑ Obtain a detailed quotation from the qualified vendor/contractor. ❑ Determine availability of funds in the current budget— consult finance for appropriate budget number if necessary ❑ Request approval from the City Manager ❑ Complete the agreement template: o Section 1 — Detail the goods and/or services the vendor/contractor will provide to the Town. o Section 2—Attach the detailed quotation as an exhibit. o Section 3— Provide the contractor with a deadline to provide the goods/or services. If services are on-going, the contracts should expire no later than the end of the current fiscal year. A new contract will be prepared in June for the next fiscal year. ❑ Send the complete agreement, exhibit(s), to the contractor along with the standard transmittal memo and the IRS Form W-9 (included below). ❑ Contractor should return at least one signed original copy and a completed W-9 to the Town. If you receive the documents, please forward everything to finance. Public Works Projects: The California Labor Code beginning at section 1720 deals with this issue. Labor Code sections 1720 and 1771 define public works as work done under contract and paid for in whole or in part out of public funds that involves one or more of the following: Construction; Alteration, Demolition, Installation; Repair/ Maintenance work. Contractor shall comply with all prevailing wage laws, rules and regulations on public works projects. A complete definition may be found at: http://www.leninfo.caMov/calaw.html. ❑ Submit a request for quotations to the Town's authorized vendor list for the services requested. ❑ Determine availability of funds in the current budget—consult finance for appropriate budget number if necessary ❑ Prepare a written recommendation to the City Manager to award the contract to the vendor whose bid is most advantageous to the Town with a compelling reason why the selected bid is most advantageous. ❑ With City Manager approval, complete the agreement template: o Section 1 - Detail the goods and/or services the vendor/contractor will provide to the Town. o Section 2 —Attach the detailed quotation as an exhibit. o Section 3— Provide the contractor with a deadline. If services are on- going, the contracts should expire no later than the end of the current fiscal year. A new contract will be prepared in June for the next fiscal year. ❑ Send the complete agreement, exhibit(s), to the contractor along with the standard transmittal memo and the IRS Form W-9 (included below). ❑ Contractor should return at least one signed original copy and a completed W-9 to the Town. If you receive the documents, please forward everything to finance. .10 Attachment 1 Schedule of Work BMI Imaging is proposing a work plan and document processing methodology that will ensure the Town of Los Altos Hills Building/Planning Department (hereinafter "Town"), receives a data deliverable that will meet its requirements. This methodology incorporates best practices that have been tailored to: • Maintain the integrity and security of the documents until they are returned to the Town • Accommodate the size, condition and quality of the various document types • Create/verify index data(Laserfiche metadata)that will be associated with each imaged document during the Laserfiche List file import process • Ensure the Town receives a data deliverable of acceptable quality/completeness in the specified format, and in accordance with mutually agreed upon delivery schedules. The high-level document processing tasks are as follows: 1) Pre-production tasks 5) Document scanning 2) Document pick-up 6) Image file indexing 3) Shipment receipt and reconciliation 7) Output media creation 4) Document preparation 8) Data and document delivery Each of the processing tasks is described briefly below: 1) Pre-Production Tasks During this initial phase of the project, the criteria for the subsequent production effort will be established and agreed upon, and procedures will be implemented to ensure compliance with Town's processing and delivery requirements. BMI will work closely with Town staff on the following pre-production tasks: a) Examine representative sample documents to assess the document preparation requirements and determine the configuration settings and process flows that will be used during the record conversion processes; b) Define the transmittal documentation requirements; c) Define the document pick-up and data delivery schedule. BMI will work with Town to implement a schedule that will allow the records to be accurately, efficiently and cost effectively processed within a reasonable turn-around time and without significant disruption to Town staff's daily work processes. d) Complete a"Milestone 1" (or"M 1") document processing phase, during which a small portion of the first submission will be fully processed and delivered for Town's review and acceptance. 2) Document Pick-Up BMI provides a high level of care for client documents and takes responsibility for maintaining the condition of the documents while they are in our possession. BMI will utilize its own vehicles and drivers to pick up the boxed documents from the Town Hall at 26379 Fremont Road in Los Altos Hills on a bi-monthly basis (every two months). Page I of 3 3) Shipment Receipt,Reconciliation and Tracking The received documents will be reconciled with the Town-furnished transmittal documentation and logged into Unity, a BMI-developed production control system that utilizes barcode technology to closely track each unit through the required production process flows. 4) Document Preparation BMI and Town will share responsibility for preparing the hard-copy documents for the scanning and indexing processes. The preparation will include the following tasks: ID# Description Owner 1 Creation of an Excel spreadsheet for each submission that Town includes the Unique ID ("UID")and the associated Laserfiche metadata for each document submitted. 2 Insertion of UID-based barcode separator sheets as the first Town page of each plan set. 3 Removal of all page bindings/fasteners Town 4 Repair of torn pages in instances where the tear would affect Town either the feeding process or the completeness of the image produced from the page 5 Back-rolling or unfolding/back-folding of plan sets BMI 5) Document Scanning BMI will utilize workstations configured with best-in-class Opex Falcon production scanners for the 200 DPI duplex capture of all documents in black/white to a TIFF file format. Any blank back-sides of pages captured during the scanning process will be deleted using an automated(software-based)blank page deletion process. BMI will utilize workstations configured with Context large-format scanners for the 300 DPI black/white capture of all large-format documents (plans) to a TIFF file format. The images created during the large-format scanning process will be inserted into the proper location/ sequence within the each file's image group. During the scanning process, 100% of the images will be presented to the operator and reviewed for quality and completeness. In general, the image acceptance criteria are readability(legibility of lettering and graphics), contrast and position. If it is determined that an image does not meet the established acceptance criteria, the document will be rescanned using manual controls. If any of the following issues are encountered during the scanning process, they will be documented within the production log and Town staff will be notified via email: a) A page is damaged beyond simple tape-up repair when it's received for scanning b) Content is found underneath a taped portion of a page c) An acceptable image cannot be produced using the standard or rework scanning processes Page 2 of 3 V 6) Image File Indexing The TIFF image files created for each document during the scanning process will be indexed using a match/merge process that matches the UID presented on the Town-inserted barcode sheet with the corresponding metadata in the Town-furnished Excel spreadsheet. 7) Output Media Preparation The TIFF image files and corresponding Laserfiche document metadata(in a Laserfiche List file format)will be recorded to custom-labeled DVD-R media(1 set). 9) Data and Document Delivery The DVD-R data deliverable and processed documents will be delivered to the Town Hall at 26379 Fremont Road in Los Altos Hills via BMI delivery vehicles and personnel. Shipping documentation will accompany all deliveries. BMI will work with Town staff to establish a delivery schedule that minimizes any impact on normal business activities. Page 3 of 3 `i Attachment 2 Schedule of Fees Description Unit Price One-Time Project Setup/Engineering Fee: $500.00 Document Preparation(per hour)(if necessary): $25.00 Document Scanning(per image) Small-format Sheets (up to 8.5" x 14"): $0.07 Large-format Sheets(plans): $1.05 Document Indexing/Verification(per document): $0.15 DVD Recording/Labeling (per DVD): $15.00 Document Pick-up/Delivery Via BMI Truck(Every Two Months): $50.00 Minimum Charge Per Submission: $1,000.00 A minimum/flat charge per submission will supersede invoicing by the unit prices above if the total pre-tax billing amount for any one submission is less than$I,000. Based upon past submissions, ensuring that each submission is no less than three(3)boxes should keep the unit price billing amount over$1,000. Applicable sales tax will be added to all invoices. Payment terms: Net 30. Page 1 of 1 LOSALTOS HILLS riscrr CALIFORNIA September 18, 2017 Jim Detrick Vice President BMI Imaging Systems 1115 E. Argues Avenue Sunnyvale, CA 94085 RE: Agreement Dear Jim, Please find enclosed a fully executed agreement for document imaging services for the Town of Los Altos Hills. We look forward to working with you. Sincerely, 0 Deborah Padovan, CMC City Clerk 26379 Fremont Road Los Altos Hills California 94022 650 /941 -7222 Fax 650/941-3160