HomeMy WebLinkAbout11 Switchback Marketing Agenda Item # 11
TRUCKEE , O R
PUbfiC Utility District
CONSENT
To: Board of Directors
From: Steven Poncelet
Date: February 04, 2009
Subject: Extend and Modify the Consulting Services Agreement with
Switchback Marketing
1. WHY THIS MATTER IS BEFORE THE BOARD
The District Code requires Board approval for all contracts over $15,000.
2. HISTORY
The District, in April 2008, conducted an Request For Proposal process to hire a
communications, outreach, and marketing consultant to support the Conservation
Departments activities. The results of this process was the awarding of a Consulting
Services Agreement through the end of 2008 with Switchback Marketing (see
attached). Switchback Marketing is the leading communications, outreach, and
marketing consultant in the area and has performed well against the requirements of
the Consulting Services Agreement.
3. NEW INFORMATION
The Conservation Department continues to require the services of a communications,
outreach, and marketing consultant, but at a reduced level of support. The FY08
contract for Switchback Marketing was for $28,000 over an 8-month period
($3,500/month) plus sub-contracted design services to Smallpond Studios. The
revised Switchback Marketing contract for FY09 would be $24,000 over a 12-month
period ($2,000/month) plus $6,000 in subcontracted design services to Smallpond
Studios.
Switchback Marketing is uniquely positioned in our service area to perform this
function and have proven themselves, through both the previous RFP process and
their performance in the 2nd-half of 2008, to be a very competitive consultant.
4. FISCAL IMPACT
Official funding for this Consulting Services Agreement and the associated design and
printing costs are included in the approved FY09 budget.
5. RECOMMENDATION
Authorize the General Manager to extend the current Consulting Services Agreement
with Switchback Marketing to cover FY09 and modify the Fees For Service not to
exceed $30,000 in FY09.
11
Stev n Poncelet Michael D. Holley
Public Information & Conservation Manager General Manager
TRUCKEE DONNER PUBLIC UTILITY DISTRICT
CONSULTING SERVICES AGREEMENT
This Agreement is entered into this 29th day of April 2008. by and between Truckee Donner
Public Utility District, a public utility district organized and existing under the laws of the State
of California ("District"), and Switchback Public Relations + Marketing ("Consultant"), for
professional services to be provided to District. District and Consultant may be referred to
individually as "Party"or collectively as "Parties".
1. SCOPE OF SERVICES
A. Professional Services
Consultant will provide services to District as set forth in the agreement dated April 29 Truckee
Donner Recreation & Parks District, 2008 attached hereto as Exhibit "A".
B. Additional Services
Any work or services in addition to the work or services described herein shall be performed by
Consultant according to such rates and charges as may be agreed upon by Consultant and
District. In no event shall Consultant be entitled to compensation for extra work unless a written
authorization or change order describing the work and payment terms has been executed by
District prior to commencement of the work
2. FEES FOR SERVICES
For services provided by Consultant to District pursuant to this Agreement, District shall pay
Consultant a total fee of$28,000 plus travel expenses not to exceed $500. District's payments to
Consultant shall not exceed this amount unless extra work is requested by District and
compensation for such extra work is agreed upon in advance by District and Consultant.
3. BILLING AND PAYMENT
Consultant will invoice the District one-quarter of the total fee, which is equal to $7,000,
following the signing of this Agreement. The consultant will bill for services every two months
at a rate of$7,000. The final one-quarter of the total fee of$7,000 will be due following the
Consultant's completion of contractor scope of services Exhibit A. Consultant shall submit a
monthly statement to District itemizing amounts due for expenses. District shall pay the full
amount of such statement within thirty(30) days after receipt. Any sums billed, not disputed in
written form setting forth specific exceptions and unpaid after thirty(30) days from the date of
receipt, shall be subject to a late payment charge equal to the lesser of one and one-half(1-1/2)
percent or the maximum rate permitted by law, for each month or fraction thereof past due.
4. INDEPENDENT CONTRACTOR
Consultant shall provide services to District as an independent contractor, not as an employee of
District. Consultant shall.not have or claim any right arising from employee status.
5. TERMINATION OF AGREEMENT
A. Unless otherwise terminated as provided herein, this Agreement shall terminate when the
services provided for herein have been fully and completely performed.
B. Notwithstanding any other provision of this Agreement, either party may terminate this
Agreement by giving thirty(30)days advance written notice to the other party.
C. Upon termination of this Agreement, Consultant shall have no further obligation to
provide services to District. If the Agreement is terminated prior to completion of the se ices to
be provided hereunder, Consultant shall render a final bill for services to District within thirty(30) days after the date of termination, and District shall pay Consultant for all fees earned and
expenses incurred.prior to the date of termination in accordance with Section 3.
6. INSURANCE
A. Consultant shall maintain in effect at its own expense, employer's liability insurance, one
million dollars ($1,000,000) aggregate of comprehensive general liability insurance (bodily
g
injury and property damage), and five-hundred thousand dollars ($500,000) aggregate of
comprehensive automobile liability insurance (bodily injury and property damage) with respect
to Consultant employees and vehicles assigned to the prosecution of work under this Agreement.
Consultant shall also maintain statutory worker's compensation insurance.
B Consultant shall obtain and thereafter maintain in effect, if available, such additional
insurance as may be requested in writing by District, the cost of which will be reimbursed by
District.
C Consultant shall maintain in effect at its own expense professional liability insurance in
the amount of one million dollars $1,000,000 which will insure against losses suffered by
District as a result of Consultant's performance of services pursuant to this Agreement.
D. For each policy of insurance listed in this Section 6, Consultant shall procure a certificate
of insurance naming District as an additional named insured..
7. OWNERSHIP OF WORK PRODUCT
Consultant acknowledges that all reports, plans, specifications, field data and other documents,
including all documents on electronic media, prepared by Consultant pursuant to this A greem ent
are the property of District for all purposes, and the District shall be considered the author of all
such documents for purposes of copyright law and retain all rights thereto. District may make
such use of the documents as District sees fit, including reusing documents on other projects.
Consultant may not reuse or resell any information or document generated by Consultant in the
course of performing work under this Agreement, and may not transfer such documents to a third
party without the prior written consent of District. Consultant may keep a reference copy of any
document generated by Consultant.
8. .LIABILITY
A. Consultant shall indemnify and hold harmless District, its directors, officers, partners,
agents, and employees from and against any and all liability, claims, demands, damages, losses,
and expenses, including but not limited to attorney's fees, for which Consultant is determined to
be legally liable resulting from negligent acts, errors, or omissions by Consultant, its directors,
officers, agents, and employees in performance of services required by this Agreement.
Liability, claims, demands, damages, losses, or expenses resulting from the negligent acts, errors
or omissions, whether active or passive, by District, its directors, officers, partners, agents,
employees, or by others are excluded from Consultant's obligations pursuant to this paragraph.
B. Nothing in this Agreement shall be construed to create a duty to, any standard of care
with reference to, or any liability to any person not a Party to this Agreement.
9. SUCCESSORS IN INTEREST
No Party shall assign, transfer, or otherwise dispose of this Agreement in whole or in part to any
individual, firm, or corporation without the prior written consent of the other Party. Subject to
the provisions of the preceding sentence, this Agreement shall be binding on, and inure to the
benefit of, each Party's successors in interest, including their heirs, legatees, assignees, and legal
representatives.
10. WAIVER
Any waiver at any time by either Party of its rights with respect to a default under this
Agreement, or with respect to any other matters arising in connection with this Agreement, shall
not be deemed a waiver with respect to any subsequent default or other matter.
11. SEVERAL OBLIGATIONS
Except where specifically stated in this Agreement to be otherwise, the duties, obligations, and
liabilities of the Parties are intended to be several and not joint or collective. Nothing contained
in this Agreement shall be construed to create an association, partnership, or joint venture or
impose a trust or partnership duty, obligation, or liability on or with regard to either Party. Each
Party shall be individually and severally liable for its own obligations under this Agreement.
12. AMENDMENT
All changes or modifications to this Agreement shall be in writing and signed by both Parties.
13. GOVERNING LAW
This Agreement shall be construed and interpreted according to, and the rights of the Parties
shall be governed by, the laws of the State of California. Venue shall be in Nevada County for
purposes of mediation, arbitration, or litigation.
14. ALTERNATIVE DISPUTE RESOLUTION
In the event of disagreement or dispute between the Parties arising out of or connected with this
Agreement which cannot be adjusted by and between.the Parties, the disputed matter shall be
resolved as follows:
A. District and Consultant agree to mediate any dispute or claim arising between
them out of this Agreement or any resulting transaction before resorting to arbitration or
court action. Mediation fees, if any, shall be divided equally between District and
Consultant. If either Party commences an arbitration or court action(including any cross-
complaint, counterclaim or third-party claim) against the other based on a dispute or
claim to which this paragraph applies without first attempting to resolve the matter
through mediation, the Party commencing the arbitration or court action shall not be
entitled to recover attorneys' fees, even if they would otherwise be available in any such
arbitration or court action.
B. District and Consultant agree that any dispute or claim in law or equity arising
between them out of this Agreement or any resulting transaction which is not settled
through mediation shall be decided by neutral, binding arbitration and not by court
action. The arbitration shall be conducted by a retired judge or justice, unless the Parties
mutually agree to a different arbitrator, who shall render an award in accordance with
substantive California law. In all other respects, the arbitration shall be conducted in
accordance with applicable California law and the rules and standards of the American
Arbitration Association. Judgment upon the award rendered by the arbitrator(s) may be
entered in any court having jurisdiction.
15. ATTORNEY'S FEES
If either Party becomes involved in litigation arising out of this Agreement or the performance
thereof, the prevailing Party shall be entitled to reasonable attorney's fees, costs and expenses, in
addition to any other relief to which that Party may be entitled. This provision shall be construed
as applicable to the entire Agreement.
16. ENTIRE AGREEMENT
This Agreement constitutes the complete and final expression of the agreement of the Parties and
is intended as a complete and exclusive statement of the terms of their agreements and
supersedes all prior and contemporaneous offers, promises, representations, negotiations,
discussions, communications, and agreements which may have been made in connection.with the
subject matter hereof.
17. SEVERABILITY
If any provision of.this Agreement is found or deemed by a court of competent jurisdiction to be
invalid or unenforceable, it shall be considered severable from the remainder of this Agreement
and shall not cause the remainder to be invalid or unenforceable. In such event, the Parties shall
reform this Agreement to replace such stricken provision with a valid and enforceable provision
which comes as close as possible to expressing the intention of the stricken provision.
18. FEES, PERMITS AND COMPLIANCE WITH LAWS AND REGULATIONS
A. District shall be responsible for procuring all necessary permits and approvals for the
performance of the work listed herein, and for paying all fees assessed in connection therewith.
B. In the course of providing services pursuant to this Agreement, Consultant shall comply
with all applicable federal, state, and local statutes, regulations, orders and standards.
19. NOTICES
Any notice, demand, information, invoice, report, or item otherwise required, authorized, or
provided for in this Agreement, unless otherwise specified herein, shall be deemed properly
given if delivered in person or sent by United States Mail, First Class postage prepaid to the
addresses below. All notices shall be deemed effective upon receipt by the Party to whom such
notice is given.
To Consultant: Brinn Weliise, President
Switchback Public Relations + Marketing
10075 West River Street, Suite 206
Truckee, CA 96161
To District:
Michael Holley, General Manager
Truckee Donner Public Utility District
P.O. Box 309
Truckee, CA 96160
20. TIME OF ESSENCE
Time is of the essence in this Agreement.
21. SIGNATURE CLAUSE
The signatories hereto represent that they are authorized to enter into this Agreement on behalf
of the party for whom they sign.
TRUCKEE DONNER SWITCHBACK PUBLIC
PUBLIC UTILITY DISTRICT
_ .� RELATIONS + MARKETING
By: _ - s _ _ By:
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Its:
Its; � ,�,.-'"fa
Date: Date: 't� i�'°%s '
Exhibit A
Public Relations Initiatives:
• Establish a timeline and action plan for rollout of press releases per initiation of
each program.
• Planned press releases: Timeline: Allow 1 week to gather information, write the
press release and compile initial media list, a couple of days to one week to get
edits back from TDPUD and final approval of release. One day to send the release
to media and one week for phone follow up. Total timeframe per press release 2-3
weeks depending on how quickly we can get information and edits back from
TDPUD.
o Introductory release/overview of all programs.
o .Individual program press releases.
o Press releases related to grassroots and media partnerships as outlined
below.
o Press release about the efforts of the Conservation Committee.
o Additional press releases to be determined.
• Press releases to be disseminated to all local publications and regional
publications if applicable.
• Ongoing creative brainstorming.
• Ongoing reporting back to Scott Terrell and the TDPUD on efforts and successes
to date.
Grassroots Efforts:
• Establish partnerships with area schools and/or individual classrooms.
• Establish partnerships with area businesses/business leaders.
• Establish partnerships with local non-profits.
o Craft and disseminate press releases based on success of outreach to
above-mentioned groups.
Timeline: We will work with the TDPUD during the first month of the contract to
establish the parameters for these partnerships. Outreach will begin in month two
once outreach parameters are set and any collateral associated with program is
designed.
Media Partnerships:
• Reach out to the Sierra Sun, Truckee Times and Moonshine Ink to establish media
partnerships.
• Work with the Sierra Sun, Truckee Times and Moonshine Ink to establish an
ongoing media campaign around the "Truckee Green Challenge" and write
ongoing press releases for this campaign.
• Work with the Sierra Sun, Truckee Times and Moonshine Ink to create a special
insert in the newspaper explaining the "Truckee Green Challenge" and
highlighting the grassroots partnerships and offering ways the community can get
involved.
Timeline: A top priority immediately after the contract is signed will be to
approach the Sierra Sun about opportunities to provide content in the special
feature they put together for the Green Building Symposium. This will be an
opportunity for us to introduce the Truckee Green Challenge and begin the initial
flow of press releases. The other partnerships will follow and be ongoing.
Graphic Design:
• Coordinate with SmallPond Studios and project manage all design elements.
Timeline: Initial design work will begin immediately in order to have limited
collateral pieces available for the Green Building Symposium in late May. Other
design elements will follow and be ongoing.