Loading...
HomeMy WebLinkAboutTOUCHSTONE LEGAL RESOURCES LLC - CONTRACT - AGREEMENT MISC - TOUCHSTONE LEGAL RESOURCES LLCProfessional Services Agreement Page 1 of 14 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and Touchstone Legal Resources LLC, hereinafter referred to as "Professional". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Professional agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of four (4) pages, and incorporated herein by this reference. Irrespective of references in Exhibit A to certain named third parties, Professional shall be solely responsible for performance of all duties hereunder. 2. Contract Period. This Agreement shall commence March 20, 2014, and shall continue in full force and effect until August 31, 2014, unless sooner terminated as herein provided. 3. Early Termination by City. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Professional. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 2 of 14 Professional: City: Copy to: Touchstone Legal Resources LLC Attn: Tracy Herman Suite 281 590 W. Highway 105 Monument, CO 80132-9125 City of Fort Collins Attn: Steve Roy PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 In the event of any such early termination by the City, the Professional shall be paid for services rendered prior to the date of termination, subject only to the satisfactory performance of the Professional's obligations under this Agreement. Such payment shall be the Professional's sole right and remedy for such termination. 4. Design, Project Indemnity and Insurance Responsibility. The Professional shall be responsible for the professional quality, technical accuracy, timely completion and the coordination of all services rendered by the Professional, including but not limited to plans, reports, specifications, and other materials provided, and shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold harmless the City, its officers and employees in accordance with Colorado law, from all damages whatsoever claimed by third parties against the City; and for the City's costs and reasonable attorneys fees, arising directly or indirectly out of the Professional's negligent performance of any of the services furnished under this Agreement. 5. Compensation. In consideration of the services to be performed pursuant to this Agreement, the City agrees to pay Professional a fixed fee in the amount of Twelve Thousand Dollars ($12,000.00) plus reimbursable direct costs. The total of such fees and costs shall not exceed Thirteen Thousand Dollars ($13,000.00). In the event that a candidate previously identified by the City as a finalist for the position to be filled (“Previous Finalist”) is hired and continues in employment with the City after three (3) months of employment, the fee due to Professional shall be reduced to Six Thousand DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 3 of 14 Dollars ($6,000.00), as more specifically set forth below and in Exhibit A. Payment shall be made as follows: a. A partial payment in the amount of Six Thousand Dollars ($6,000.00) plus reimbursement of up to Five Hundred Dollars ($500.00) of expenses shall be made to Professional upon the Professional's City-verified, satisfactory and timely completion of the Presentation of Candidates as described in the Scope of Work, and upon the City's approval of the Professional's actual reimbursable expenses. b. If a Previous Finalist is hired by the City after completion of the first round of interviews by the City (as described in the Scope of Work), and after three months of employment of such Previous Finalist the City has requested no further services from Professional, no further payment to Professional shall be due. If a Previous Finalist is not hired by the City after completion of the first round of interviews by the City, additional payment shall be due as follows: i. A second partial payment in the amount of Three Thousand Dollars ($3,000.00) plus reimbursement of expenses in an amount resulting in a total reimbursement amount (with prior reimbursement) of no more than Seven Hundred and Fifty Hundred Dollars ($750.00) shall be made to Professional upon satisfactory hiring of the City’s selected candidate as described in the Scope of Work, and upon the City's approval of the Professional's actual reimbursable expenses, and ii. Final payment of Three Thousand Dollars ($3,000.00) plus reimbursement of expenses in an amount resulting in a total reimbursement amount (with prior reimbursement) of no more than One Thousand Dollars ($1,000.00) shall be made to Professional upon DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 4 of 14 satisfactory establishment of the hire of the City’s selected candidate as of three months after initial hire, as described in the Scope of Work, and upon the City's approval of the Professional's actual reimbursable expenses. Upon final payment, all plans, reports, specifications, and other materials provided by the Professional shall become the sole property of the City. 6. City Representative. The City will designate, prior to commencement of work, its project representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the project. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to the City Representative. 7. Monthly Report. Commencing thirty (30) days after the date of execution of this Agreement and every thirty (30) days thereafter, Professional is required to provide the City Representative with a written report of the status of the work with respect to the Scope of Services, work schedule, and other material information. 8. Independent Contractor. The services to be performed by Professional are those of an independent contractor and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Professional's compensation hereunder for the payment of FICA, Workers' Compensation, other taxes or benefits or for any other purpose. 9. Subcontractors. Professional may not subcontract any of the Work set forth in the Exhibit A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor must be a DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 5 of 14 reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Professional. 10. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Professional and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Professional shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 11. Acceptance Not Waiver. The City's approval of plans, reports, specifications, and other materials, and incidental work or materials furnished hereunder shall not in any way relieve the Professional of responsibility for the Work, or it accuracy or completeness. The City's approval or acceptance of, or payment for, any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement. 12. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default. 13. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 6 of 14 performance; or (c) avail himself of any other remedy at law or equity. If the non- defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 14. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 15. Law/Severability. The laws of the State of Colorado shall govern the construction, interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 16. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Professional represents and agrees that: a. As of the date of this Agreement: 1. Professional does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Professional will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 7 of 14 all newly hired employees to perform work under this Agreement. b. Professional shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Professional is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. d. If Professional obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Professional shall: 1. Notify such subcontractor and the City within three days that Professional has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Professional shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Professional shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Professional violates any provision of this Agreement pertaining to the duties DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 8 of 14 imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Professional shall be liable for actual and consequential damages to the City arising out of Professional’s violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Professional violates this provision of this Agreement and the City terminates the Agreement for such breach. 17. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit "B" - Confidentiality, consisting of one (1) pages, attached hereto and incorporated herein by this reference. DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 9 of 14 THE CITY OF FORT COLLINS, COLORADO By: _________________________________ Gerry Paul Director of Purchasing & Risk Management DATE: ______________________________ ATTEST: _________________________________ City Clerk APPROVED AS TO FORM: ________________________________ Deputy City Attorney TOUCHSTONE LEGAL RESOURCES LLC By: __________________________________ Title: Managing Member Date: _______________________________ DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 3/28/2014 3/28/2014 Professional Services Agreement Page 10 of 14 EXHIBIT A SCOPE OF WORK Professional shall:  Work with City representative (“Client”) to fully understand the opportunity and what has happened to date in terms of: o where the job was posted and when (Colorado Water Congress, Colorado Bar Assoc. etc.); o who has already applied; o how were the prior applicants told they would not be invited for an interview (if via email obtain sample).  Make a detailed recruiting plan that includes the current research ensuring the appropriate candidate pool is complete and does not include any of the round one participants, except as specifically approved by the Client.  Discretely present opportunity to candidates.  Qualify candidates.  Conduct very light background screen** (candidates who don’t “pass” are rejected) for candidates, as follows: o Google and Bing searches to screen for job-related background, and information regarding character and questionable behaviors (as noted below); o Review Facebook and LinkedIn information to screen for job-related background, and information regarding character and questionable behaviors (as noted below); o Search the Colorado Supreme Court website to research an attorney’s disciplinary history.  Assist candidate in preparing application materials: o City of Fort Collins Application for Employment; o Transmittal letter that includes details regarding motivation; o Resume; o Supplemental Questionnaire.  Obtain full contact information for three professional references, including at least one current reference.  Presentation of at least four (but not more than six candidates without consent of the Client) to Client via email that includes all 4 items above as well as Professional’s insights and reasons the candidate is worthy of an interview no later than three weeks after confirmation of process history and position description.  Debrief with Client regarding candidate pool.  Work with Client to schedule first interview for candidates with Client.  Prepare candidates for first interview.  Confirm first interview with candidates and Client. Debrief candidates.  Debrief with Client to verify outcome (In the event Client is not satisfied that at least four qualified, desirable candidates are in the candidate pool, Professional will present additional candidates for interview after completing all steps above for those candidates), . DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 11 of 14  Contact candidates who didn’t make it to round two to convey same. (Professional will continue to work with candidates in order to maintain their engagement in the process to ensure a successful hire is made.)  Professional will be entitled to partial payment upon satisfactory completion of presentation of a candidate pool determined by Client to be satisfactory in first interviews. Professional will generate invoice for first payment upon completion of this stage of the process. [If Client chooses to hire a Previous Finalist (from Client’s prior hiring process for the subject position), then Professional shall be entitled to no further payment unless the hired candidate is not successful and Professional is asked to provide further assistance in screening and evaluation of additional candidates, as described below.] If Client has not hired a Previous Finalist at this stage, Professional will complete the following additional work:  Conduct professional reference checks.  Work with Client to schedule second interview for finalist candidate(s).  Prepare finalist candidate(s) for second interview (includes trial closing and substantive resignation prep).  Confirm second interview with finalist candidate(s) and Client (includes trial closing).  Debrief finalist candidate(s).  Debrief with Client and assist with selection of top candidate.  Assist both parties with negotiating the closing.  Finalize offer and start date.  Present verbal offer of employment and secure candidate acceptance; convey same to Client and understand timing of the formal offer being sent directly to the candidate.  Confirm candidate completion of drug screening process upon receipt of formal offer.  Assist candidate with resignation process.  Resignation debrief with candidate.  Stay in touch with candidate until start date; convey anything of importance to Client.  Hiring of Candidate: Confirm with Client that the candidate started as scheduled. [Professional will be entitled to second payment upon completion of this step to the satisfaction of Client.]  Establishment of Hire: Professional will stay in touch with Candidate and Client for three months after start date to confirm satisfaction of both parties. [Professional will be entitled to final payment upon completion of this step to the satisfaction of Client.]  Professional will work with Client until completion of final step (establishment of hire) to ensure a successful hire is made (which may require initially reviewing candidates previously considered, and, if necessary, identification of no fewer than two additional qualified candidates for consideration by Client). **Item to be handled by Client:  Complete background check DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 12 of 14 Media Search Guidelines: 1. Basic job-related “red flags” to look for • Corporate disparagement – deliberately and publicly bad mouthing a current or past employer, co-worker or manager online; • Violent tendencies – “talking” aggressively about weapons and violence (especially against people), or even worse who displays images of him/herself in violent or antagonistic acts (may indicate a safety risk to the City); • Drug use – discussing or showing his/her use of illegal drugs; • Poor judgment – expressing hatred, disgust or extremely harsh opinions in their posts. (such ranting and raving could be an indication of a less than desirable temper and judgment); • Racist or anti-social behavior - publishing aggressive “hate” language or making racist comments (this suggests intolerance in working with diverse groups of individuals); • Inappropriate sexual behavior – displaying, discussing or taking part in non-consensual sexual acts (e.g., child pornography) (should be taken very seriously and considered a potential threat to the vulnerable individuals that the City serves); • Dishonest behavior – discussing or bragging about cheating, stealing, or taking advantage of someone or something (demonstrates questionable character traits); • Law practice disparagement- deliberately and publicly bad mouthing a current or past client, other attorneys, members of the judiciary or other public officials. 2. Positive attributes to look for • Volunteerism - Verify whether the candidate takes an active role or is influential with any charities or non-profit organizations; • Professional activities - Determine the candidate’s involvement in professional organizations and the extent of his/her professional network; • Industry leadership - Identify the depth of the candidate’s leadership and influence in an industry through his/her published works, blogs, tweets, followers, etc.; • Accomplishments - Validate a candidate’s personal and professional accomplishments such as education, jobs, awards and honors; • Communication skills - Confirm whether the candidate displays good communication skills in social media and any journal writing samples; • Cultural fit - Determine if the candidate demonstrates traits and characteristics that will help him/her to be a good professional culture fit within the City of Fort Collins organization, in light of the City’s organizational Mission, Vision and Values: DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 13 of 14 Vision -- To provide world-class municipal services through operational excellence and a culture of innovation. Mission -- Exceptional service for an exceptional community. Values -- • Outstanding Services • Innovation and Creativity • Respect • Integrity • Initiative • Collaboration and Teamwork • Stewardship 3. Best practices for performing social media searches • Clearly define the types of information to be screened for and the criteria for screening; • Screen the same sites for everyone or define the set of sites used for each position; • Get candidate consent prior to screening; • Screen in a consistent manner; • Do not provide protected data to the hiring decisionmaker; • Perform searches in accordance with Fair Credit Reporting Act (FCRA); • If candidate is not hired based in whole or in part on information found in social media search, identify legitimate hiring requirements for why the candidate wasn’t hired and notify as required under FCRA. 4. Things to avoid in a social media searches • “Friending” a candidate; • Looking at private data; • Screening candidates from a varying set of web sites; • Disqualifying a candidate based on an automatic keyword or phrase search. DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8 Professional Services Agreement Page 14 of 14 EXHIBIT B CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Professional hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, or which access is related to the performance of services that the Professional has agreed to perform, the Professional hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Professional agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is confidential or proprietary to a third party (including but not limited to customers and suppliers of the City). The Professional shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Professional shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Professional understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Professional shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Professional ceases to perform services for the City, or the City so requests for any reason, the Professional shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Professional understands and agrees that the City’s remedies at law for a breach of the Professional’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. DocuSign Envelope ID: 80D8012C-A878-45A6-AC58-9DCEC9C837D8