HomeMy WebLinkAboutRFP - 7486 UTILITY CUSTOMER INFORMATION SYSTEM CONSULTINGAddendum 1 - Page 1 of 1
ADDENDUM No. 1
SPECIFICATIONS AND CONTRACT DOCUMENTS
Description of BID 7486: Utility CUstomer Information System Consulting
OPENING DATE: 3:00 PM (Our Clock) April 18, 2013
To all prospective bidders under the specifications and contract documents described
above, the following changes/additions are hereby made and detailed as follows:
The Opening Date has been changed to April 18, 2013 at 3:00 PM (our clock).
Please contact Opal Dick, CPPO, Senior Buyer at (970) 221-6778 with any questions
regarding this addendum.
RECEIPT OF THIS ADDENDUM MUST BE ACKNOWLEDGED BY A WRITTEN
STATEMENT ENCLOSED WITH THE BID/QUOTE STATING THAT THIS
ADDENDUM HAS BEEN RECEIVED.
Financial Services
Purchasing Division
215 N. Mason St. 2nd Floor
PO Box 580
Fort Collins, CO 80522
970.221.6775
970.221.6707
fcgov.com/purchasing
RFP 7486 Utility Customer Information System Consulting Page 1 of 17
REQUEST FOR PROPOSAL
7486 UTILITY CUSTOMER INFORMATION SYSTEM CONSULTING
The City of Fort Collins, on behalf of Fort Collins IT Application Services – Utilities, is
interested in creating a partnership with a qualified company that can provide consulting
on the Ventyx Customer Information System 4.x and its supporting technologies,
including Oracle.
Proposals submission via email is preferred. Proposals shall be submitted in
Microsoft Word or PDF format and e-mailed to: purchasing@fcgov.com. If
electing to submit hard copy proposals instead, four (4) copies and one (1) electronic
copy, will be received at the City of Fort Collins' Purchasing Division, 215 North Mason
St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00
p.m. (our clock), April 4, 2013 and referenced as Proposal No. 7487. If delivered,
they are to be sent to 215 North Mason Street, 2nd Floor, Fort Collins, Colorado 80524.
If mailed, the address is P.O. Box 580, Fort Collins, 80522-0580.
The City encourages all disadvantaged business enterprises to submit proposals in
response to all requests for proposals and will not be discriminated against on the
grounds of race, color, national origin for all proposals for negotiated agreements.
Questions concerning the scope of the project should be directed to Project Manager,
Janice Jackson at (970) 416-2134 or jjackson@fcgov.com.
Questions regarding bid submittal or process should be directed to
Opal Dick, CPPO, Senior Buyer, at (970) 221-6778 or odick@fcgov.com.
A copy of the Proposal may be obtained as follows:
1. Download the Proposal/Bid from the BuySpeed Webpage,
www.fcgov.com/eprocurement
The City of Fort Collins is subject to public information laws, which permit access to
most records and documents. Proprietary information in your response must be clearly
identified and will be protected to the extent legally permissible. Proposals may not be
marked ‘Proprietary’ in their entirety. Information considered proprietary is limited to
material treated as confidential in the normal conduct of business, trade secrets,
discount information, and individual product or service pricing. Summary price
information may not be designated as proprietary as such information may be carried
forward into other public documents. All provisions of any contract resulting from this
request for proposal will be public information.
Financial Services
Purchasing Division
215 N. Mason St. 2nd Floor
PO Box 580
Fort Collins, CO 80522
970.221.6775
970.221.6707
fcgov.com/purchasing
RFP 7486 Utility Customer Information System Consulting Page 2 of 17
Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council,
shall have a financial interest in the sale to the City of any real or personal property,
equipment, material, supplies or services where such officer or employee exercises
directly or indirectly any decision-making authority concerning such sale or any
supervisory authority over the services to be rendered. This rule also applies to
subcontracts with the City. Soliciting or accepting any gift, gratuity favor, entertainment,
kickback or any items of monetary value from any person who has or is seeking to do
business with the City of Fort Collins is prohibited.
Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal
will be rejected and reported to authorities as such. Your authorized signature of this
proposal assures that such proposal is genuine and is not a collusive or sham proposal.
The City of Fort Collins reserves the right to reject any and all proposals and to waive
any irregularities or informalities.
Sincerely,
James B. O'Neill II, CPPO, FNIGP
Director of Purchasing & Risk Management
RFP 7486 Utility Customer Information System Consulting Page 3 of 17
REQUEST FOR PROPOSAL
7486 UTILITY CUSTOMER INFORMATION SYSTEM CONSULTING
General Description
Fort Collins Utilities is interested in creating a partnership with a qualified company that
can provide consulting on Oracle and the Ventyx Customer Information System version
4.x, its successive versions, and supporting technologies.
The consultant must have demonstrated expertise with:
• Oracle 10g and 11g databases, Forms, and Reports
• Oracle 10g application server
• Oracle Web Logic
• Oracle portal services
• SQL Plus
• Access database programming, reporting, and ODBC connectivity to Oracle
databases
• Ventyx Customer Information System version 4.x data architecture, processes,
upgrading, and merges of custom code into base code
• Java
• Interfaces between smart meter infrastructure and a customer information
system
• Service oriented architecture; NextAxiom preferred
• UNIX operating system
• Perl
• XSLT
• XForms
• Browser application design and troubleshooting
• Knowledge of Ventyx archive-purge installation would be very helpful
The consultant may be asked to:
• Design
• Program
• Customize
• Troubleshoot
• Merge code
• Consult on demand
RFP 7486 Utility Customer Information System Consulting Page 4 of 17
The consultant must be willing to:
• Work from specification documents
• Be on-call to answer questions and troubleshoot
• Work remotely
• Document all edits and changes
• Turn-around work orders rapidly
Contract award does not guarantee any minimum amount of dollars or hours for any of
the vendors selected.
Background
Platte River Power Authority, PRPA, licenses and operates Ventyx Customer
Information System for City of Fort Collins and City of Longmont. Hardware is shared,
but each City has separate production and test instances. PRPA provides system and
database administration, some application development, and implements upgrades.
Fort Collins has a small IT staff that supports their instance, designs small
enhancements and applications, and troubleshoots user issues. As workload grows,
Fort Collins needs additional development resources and assistance during peak
workload seasons.
Fort Collins anticipates upgrading their instance from Oracle 10g to Oracle 11g and
from Oracle Application Server to Web Logic within a few months in anticipation of an
upgrade of Ventyx CIS to the current version, most likely 4.4. Fort Collins is currently in
the latter half of a project to install automated meter reading throughout the city and has
programmed the interface between its instance of CIS and its meter data management
system using NextAxiom, a service oriented architecture product.
Proposal Submittal
The City of Fort Collins shall not reimburse any firm for costs incurred in the preparation
and presentation of their proposal.
• Firms submitting proposals shall submit one written and one e-mail copy of the
proposal with the following information:
• Attach a history of your firm’s experience with the technologies listed in Scope of
Work below, including name, location, and resumes of key people who will be
directly involved with this contract.
• Describe projects you have completed for other Ventyx CIS (or Banner) clients or
your solutions for problems they have encountered.
• Provide two references that used your firm's services within the last two years.
Ventyx CIS (or Banner) customers are preferred.
• State hourly rates for resources fitting in the categories mentioned in Scope of
Work below. Also, state any reimbursable expenses given a request for the
consultant to be on-site.
RFP 7486 Utility Customer Information System Consulting Page 5 of 17
• Provide the name of the person responsible for coordinating tasks between us.
• Describe how service requests are handled between you and us.
Scope of Work
Following are services likely to be requested during the length of the contract. Through
the system life cycle, there could be other services requested.
• Customize Java Server Pages
• Customize Oracle Portal “portlets” relating to Ventyx CIS
• Customize Oracle 10g or 11g Forms and Reports
• Advise on and troubleshoot configuration of Oracle Application Server and Web
Logic
• Troubleshoot Oracle messages
• Troubleshoot Ventyx CIS 4.x and successive versions, both functionality and
data
• Implement a Ventyx CIS upgrade
• Write PL SQL queries and scripts
• Configure Ventyx "user exits"
• Design and program small applications that deliver data to or distribute data from
CIS
• Alter or create icons
• Document all edits and changes
RFP 7486 Utility Customer Information System Consulting Page 6 of 17
Evaluation and Assessment of Proposal
An evaluation committee shall rank the interested firms based on their written proposals
using the ranking system set forth below. Firms shall be evaluated on the following
criteria. These criteria shall be the basis for review of the written proposals and any
required oral interviews. At the option of the City, telephone interviews may be
conducted rather than onsite interviews.
The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average
rating, and 5 being an outstanding rating. Recommended weighing factors for the
criteria are listed adjacent to the qualification.
Weight
Factor Qualifications Standard
2 Scope of Proposal
Does the proposal show an understanding of the
contract objective, methodology to be used, and
results that are desired from the contract? Is the
proposal complete?,
2 Assigned Personnel
Do the people who will be working on the contract
have the necessary skills? Are sufficient people of the
requisite skills assigned to the project? Are they
familiar with the City of Fort Collins configuration?
1 Availability
Are the response times reasonable? Can the work be
completed in a realistic timeframe? Are other qualified
personnel available to help meet the project schedule
if required? Is the project team available to
conference as the needs require?
1 Motivation Is the firm interested and are they capable of doing
the work in an expeditious timeframe?
2 Cost and Work
Hours
Are the cost and work hours proposed reasonable for
the effort required?
2 Firm Capability
Does the firm have the support capabilities the
assigned personnel require? Has the firm done
previous projects of this type and scope?
RFP 7486 Utility Customer Information System Consulting Page 7 of 17
Reference Evaluation (Top Ranked Firm):
The project Manager will check references using the following criteria. The evaluation
rankings will be labeled Satisfactory or Unsatisfactory.
Qualification Standard
Overall Performance Would you hire this Professional again? Did they show the
skills required?
Timetable Was the work completed within the specified and agreed upon
time? Were interim deadlines met in a timely manner?
Completeness Was the Professional responsive to client needs? Did the
Professional anticipate problems? Were problems solved
quickly and effectively?
Budget Was the work completed within the project budget? Were
there any extra charges that were not anticipated?
Job Knowledge Does the organization have a comprehensive knowledge of
Oracle application server, Ventyx CIS, Java Server Pages?
After completing activities, did the application operate
properly? Were problems corrected quickly and effectively?
Was there knowledge transfer?
Proposal Acceptance
All proposals shall remain subject to initial acceptance 90 days after the day of
submittal. The City shall issue a letter notifying the successful firm of the acceptance of
their proposal.
The selected Contractor shall be expected to sign the City’s standard Professional
Services Work Order Agreement prior to commencing Services (see sample attached to
this Proposal).
The contract will be awarded for one year with annual reviews and potential one-year
extensions up to a maximum five-year period.
The City reserves the right to award directly as a result of the written proposals. The
City may or may not opt to conduct oral interviews.
The City reserves the right to negotiate with any vendor as meets the needs of the City.
The City reserves the right to reject any or all proposals, and to waive any irregularities.
RFP 7486 Utility Customer Information System Consulting Page 8 of 17
PROFESSIONAL SERVICES AGREEMENT
WORK ORDER TYPE
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 , 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:
4. Scope of Services. The Professional agrees to provide services in accordance
with any project Work Orders for RFP issued by the City. A blank sample of a work order is
attached hereto as Exhibit "A", consisting of one (1) page and is incorporated herein by this
reference. No Work Order shall exceed $ . The City reserves the right to independently
bid any project rather than issuing a Work Order to the Professional for the same pursuant to
this Agreement.
5. The Work Schedule. The services to be performed pursuant to this Agreement
shall be performed in accordance with the Work Schedule stated on each Work Order.
6. Time of Commencement and Completion of Services. The services to be
performed pursuant to this Agreement shall be initiated as specified on each Work Order. Time
is of the essence. Any extensions of any time limit must be agreed upon in writing by the
parties hereto.
7. Contract Period. This Agreement shall commence upon the date of execution
shown on the signature page of this Agreement and shall continue in full force and effect for one
(1) year, unless sooner terminated as herein provided. In addition, at the option of the City, the
Agreement may be extended for an additional period of one (1) year at the rates provided with
written notice to the professional mailed no later than ninety (90) days prior to contract end.
8. Contract Period. [Option 1] This Agreement shall commence , 20 ,
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and shall continue in full force and effect until , 20 , unless sooner terminated as
herein provided. In addition, at the option of the City, the Agreement may be extended for
additional one year periods not to exceed ( ) additional one year periods.
Renewals and pricing changes shall be negotiated by and agreed to by both parties. The
Denver Boulder Greeley CPIU published by the Colorado State Planning and Budget Office will
be used as a guide. Written notice of renewal shall be provided to the Professional and mailed
no later than ninety (90) days prior to contract end.
9. 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:
Professional:
City:
City of Fort Collins
Attn:
PO Box 580
Fort Collins, CO 80522
With Copy to:
City of Fort Collins, Purchasing
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.
10. 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 designs,
plans, reports, specifications, and drawings 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
RFP 7486 Utility Customer Information System Consulting Page 10 of 17
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. The Professional
shall maintain commercial general liability insurance in the amount of $500,000 combined single
limits and errors and omissions insurance in the amount of $ .
11. Compensation. [Use this paragraph or Option 1 below.] 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 ($ ) plus reimbursable direct costs. All such fees and
costs shall not exceed ($ ). Monthly partial payments based upon the Professional's
billings and itemized statements are permissible. The amounts of all such partial payments
shall be based upon the Professional's City-verified progress in completing the services to be
performed pursuant hereto and upon the City's approval of the Professional's actual
reimbursable expenses. [Optional] Insert Subcontractor Clause Final payment shall be made
following acceptance of the work by the City. Upon final payment, all designs, plans, reports,
specifications, drawings, and other services rendered by the Professional shall become the sole
property of the City.
6. Compensation. [Option 1] In consideration of the services to be performed
pursuant to this Agreement, the City agrees to pay Professional on a time and reimbursable
direct cost basis according to the following schedule:
Hourly billing rates:
Reimbursable direct costs:
with maximum compensation (for both Professional's time and reimbursable direct costs) not to
exceed ($ ). Monthly partial payments based upon the Professional's billings and
itemized statements of reimbursable direct costs are permissible. The amounts of all such
partial payments shall be based upon the Professional's City-verified progress in completing the
RFP 7486 Utility Customer Information System Consulting Page 11 of 17
services to be performed pursuant hereto and upon the City's approval of the Professional's
reimbursable direct costs. Final payment shall be made following acceptance of the work by the
City. Upon final payment, all designs, plans, reports, specifications, drawings and other
services rendered by the Professional shall become the sole property of the City.
12. 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.
13. Project Drawings. [Optional] Upon conclusion of the project and before final
payment, the Professional shall provide the City with reproducible drawings of the project
containing accurate information on the project as constructed. Drawings shall be of archival,
prepared on stable Mylar base material using a non-fading process to provide for long storage
and high quality reproduction. "CD" disc of the as-built drawings shall also be submitted to the
City in an AutoCAD version no older then the established city standard.
14. 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. Failure to provide any required
monthly report may, at the option of the City, suspend the processing of any partial payment
request.
15. 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.
16. Personal Services. It is understood that the City enters into this Agreement
based on the special abilities of the Professional and that this Agreement shall be considered as
RFP 7486 Utility Customer Information System Consulting Page 12 of 17
an agreement for personal services. Accordingly, the Professional shall neither assign any
responsibilities nor delegate any duties arising under this Agreement without the prior written
consent of the City.
17. Acceptance Not Waiver. The City's approval of drawings, designs, plans,
specifications, reports, and incidental work or materials furnished hereunder shall not in any way
relieve the Professional of responsibility for the quality or technical accuracy of the work. 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.
18. 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.
19. 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
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.
20. 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.
21. 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
RFP 7486 Utility Customer Information System Consulting Page 13 of 17
jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this
Agreement.
17. 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 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.
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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
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.
18. Red Flags Rules. Professional must implement reasonable policies and
procedures to detect, prevent and mitigate the risk of identity theft in compliance with the
Identity Theft Red Flags Rules found at 16 Code of Federal Regulations part 681. Further,
Professional must take appropriate steps to mitigate identity theft if it occurs with one or more of
the City’s covered accounts and must as expeditiously as possible notify the City in writing of
significant breeches of security or Red Flags to the Utilities or the Privacy Committee.
19. Special Provisions. Special provisions or conditions relating to the services to be
performed pursuant to this Agreement are set forth in Exhibit “ “ - Confidentiality, consisting of
one (1) page, attached hereto and incorporated herein by this reference.
RFP 7486 Utility Customer Information System Consulting Page 15 of 17
THE CITY OF FORT COLLINS, COLORADO
By: _________________________________
James B. O'Neill II, CPPO, FNIGP
Director of Purchasing & Risk Management
DATE: ______________________________
ATTEST:
_________________________________
City Clerk
APPROVED AS TO FORM:
________________________________
Assistant City Attorney
[Insert Professional's name] or
[Insert Partnership Name] or
[Insert individual's name] or
Doing business as [insert name of business]
By: __________________________________
Title: _______________________________
CORPORATE PRESIDENT OR VICE PRESIDENT
Date: _______________________________
ATTEST:
_________________________________ (Corporate Seal)
Corporate Secretary
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EXHIBIT "A"
WORK ORDER FORM
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
DATED:
Work Order Number:
Purchase Order Number:
Project Title:
Commencement Date:
Completion Date:
Maximum Fee: (time and reimbursable direct costs):
Project Description:
________________________________________________________________________________
Scope of Services:
________________________________________________________________________________
Professional agrees to perform the services
identified above and on the attached forms in
accordance with the terms and conditions
contained herein and in the Professional Services
Agreement between the parties. In the event of a
conflict between or ambiguity in the terms of the
Professional Services Agreement and this work
order (including the attached forms) the
Professional Services Agreement shall control.
The attached forms consisting of Exhibits _, _, _,
consisting of ___ (_) pages are hereby accepted
and incorporated herein, by this reference, and
Notice to Proceed is hereby given.
Professional:
By: __________________________________
Date: ________________________________
City of Fort Collins
Submitted By: _________________________
Project Manager
Date: _________________________
Reviewed by: _________________________
(Dept. Supervisor)
Date: _________________________
Approved by: _________________________
(Dept. Manager)
Date: ________________________
Approved by: _________________________
Utilities General Manager
(over $1,000,000)
Date: ________________________
Approved by: _________________________
Director of Purchasing & Risk Management
(if over $60,000.)
Date: _______________________
RFP 7486 Utility Customer Information System Consulting Page 17 of 17
EXHIBIT “ ”
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, 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 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.