Investment Advisor RFP draft.
Upcoming SlideShare
Loading in...5
×

Like this? Share it with your network

Share
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
1,051
On Slideshare
1,051
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
2
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. NOTICE IF RECEIVING THIS RFP BY INTERNET, CALL (707) 543-3700 TO REGISTER AS A BIDDER. FAILURE TO REGISTER AS A BIDDER MAY RESULT IN YOUR FIRM NOT RECEIVING BID ADDENDUMS. FAILURE TO SUBMIT BID ADDENDUMS WITH BID MAY CAUSE YOUR BID TO BE CONSIDERED NON-RESPONSIVE. REQUEST FOR PROPOSALS RFP 09-05 LEGAL NOTICES, CLASSIFIED AND DISPLAY ADVERTISING SERVICES Proposal Mailing Date Friday, February 13, 2009 Proposal Submittal Due Date Thursday, March 5, 2009 at 5:00 p.m. To Caroline Gabriel Senior Buyer City of Santa Rosa Purchasing Office 635 First Street, 2nd Floor Santa Rosa, CA 95404 707-543-3781 Voice 707-543-3703 Fax cgabriel@srcity.org The City of Santa Rosa does not discriminate on the basis of disability in the admissions or access to, or treatment of or employment in, its programs or activities. Disability-related aids or services, including printed information in alternate formats, to enable persons with disabilities to participate in public meetings, programs, bid openings, and to deliver bid packages to the location specified herein, are available by contacting the Caroline Gabriel, Senior Buyer at (707) 543-3781 one week prior to the meeting, program, or bid opening.
  • 2. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 1 of 25 Request for Proposals RFP 09-05 LEGAL NOTICES, CLASSIFIED EMPLOYMENT AND DISPLAY ADVERTISING SERVICES INTRODUCTION The City of Santa Rosa desires to solicit qualified proposals for legal notices, classified employment and display advertising services, in accordance with this Request for Proposal. Vendors are encouraged to bid on any or all of the elements of this proposal. The cost proposal should clearly state the stand-alone cost of each element, as well as any savings associated with bundling two or more elements. In order to best meet its needs, the City reserves the right to contract for each element individually, as a package, or make multiple awards. Each bidder is encouraged to identify other services beyond the minimum required services, which can be provided to address the City’s needs and describe any progressive approaches that would reduce City costs and/or increase advertising efficiency and effectiveness. The City reserves the right to contract for legal notices, classified employment and display advertising services with multiple vendors. BACKGROUND AND GENERAL INFORMATION Overview of Organization: The City of Santa Rosa, a charter city with a population of 156,300, was incorporated in 1868 and is located 55 miles north of San Francisco and is the county seat of Sonoma County. The area provides local residents one of the highest quality living environments in California and is the center of trade, government, commerce, and medical services for the North Bay and beyond. Regional, State and Federal offices and four general hospitals are located in the City. In addition, there are two centers for the arts, a museum, three libraries, 57 neighborhood and community parks and an ice arena. The City’s proximity to the Pacific Ocean, San Francisco and the wine country make it a popular tourist destination. The local economy is balanced, with a variety of industries providing employment and generating tax revenues to support local government. During fiscal year 2007-2008, the City spent a total amount of $125,881.64 for Legal Notices, Classified and Display Advertising.
  • 3. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 2 of 25 SCOPE OF WORK The scope of services desired includes print advertising for a variety of City functions, specifically legal notices, classified employment advertisements, and general purpose display advertisements. The scope for all services includes, at a minimum: 1. Vendor shall have the capability to receive typeset/copy materials and proofs via email. Vendor shall provide City with an email address to be used for transmission of typeset matter. 2. City departments may require that a draft of the publication be submitted for proofreading prior to publication. If errors are found after the sample proof has been checked, a revised corrected proof shall be submitted immediately to said department for approval prior to the publication of the printed advertisements or notices. All printing done hereunder that does not strictly comply with the approved proof furnished by the department originating such publication shall be corrected and republished by and at the expense of the Vendor. 3. Advertisements and notices shall be placed in the body, or newspaper section identified by the City, of the Vendor’s publication or the City requested publication and shall be published for the number of days directed by the requesting City staff member. 4. The Vendor will provide deadlines and submittal instructions. 5. The Vendor shall submit proof of publication/tearsheet to the requesting City department or provide an online pathway to download the proof of publication/tearsheet and invoice in order to authorize payment by the City of Santa Rosa. 6 The publication rates proposed shall not exceed the customary rate charged by the Vendor for publication of legal notices, classified and display advertisements. 7 It is preferred that the Vendor have an office in Sonoma County to facilitate delivery of materials if necessary. 8. The Vendor should be aware that on occasion, emergency situations may require special handling to meet specific dates. The Vendor must agree and be prepared to assist the City in these special situations. 9. The contract that may be awarded shall be valid from the date of approval by the City Council for a one year period. 10. The ability to produce foreign language publications for ethnic and community outreach and Human Resources recruitment within the City of Santa Rosa and Sonoma County will be considered a plus in the evaluation of the bid. 11. The Vendor’s ability to research appropriate web sites; give advertising costs for a number of print media ahead of time; advise the City staff member placing the advertisement of upcoming specials that are being offered by print media and/or web-based job boards will be considered a plus in evaluating the bid proposals. A. Legal Notices Advertising Scope of Work includes: In addition to the above scope of work, Legal Notices will include, but are not limited to: 1. The successful Vendor(s) newspaper or contract newspaper must have obtained a Judicial Decree from the Sonoma County Superior Court establishing it as having status of a newspaper in general circulation in the County of Sonoma at the time of the award of contract; and, currently print and publish or contract for said legal
  • 4. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 3 of 25 notices in Sonoma County as a vendor in Sonoma County. The newspaper publication shall be published for the dissemination of local news and intelligence of a general character, and have a bonafide list of paying customers. 2. Attached to and becoming a part of the proposal and contract shall be proof that the newspaper publication quoted by the Vendor is in general circulation within the City of Santa Rosa as set forth in California Government Code Sections 6000-6008. 3. The printing done will consist of printing and publishing all ordinances, notices, regulations, and advertisements of a nature that may be required by any department. The Vendor shall furnish an affidavit of posting to the designated representative of the City department placing the advertisement within 3 working days after publication, together with a statement of the charges. 4. In the event that the Vendor (or Vendors) awarded the legal advertising contract for the City of Santa Rosa is (are) unable to publish on the date required by the City to satisfy state law requirements, the City may choose an alternative Vendor in order to meet publication deadline/requirements. 5. In the event that an error occurs that is the fault of the Vendor which results in a defective notice requiring that a hearing be rescheduled, the City shall be credited an amount commensurate with the City’s appeal fee and no charges shall be applied for those erroneous publications. The City’s appeal fee is currently $391 and will adjust annually. It is the Vendor’s responsibility to verify this fee annually and adjust their records accordingly. B. Classified Employment Advertising Scope of Work includes: 1. Vendor shall, as a standard element of the publication(s), offer a clearly identified section devoted to and labeled as advertisements for employment opportunities, jobs available or similar identification, and agree to publish employment classified advertisements under the conditions agreed to in this contract. 2. In the event a classified employment advertisement is not published as scheduled when presented prior to printed deadlines, or is published in error, an error being a deviation from text provided by the City, there shall be no cost for the erroneous publication and a correct advertisement will be published on a similar day at no cost to the City. C. General Display Advertising Scope of Work includes: 1. The Vendor shall have the ability to receive advertisements in electronic format in order to increase the ability to produce a high quality display advertisement. 2. If artwork is required, the City staff member who is working on the display advertisement will work with the Vendor in developing a proof. Prior to publication, the final proof, artwork included, will require approval by the City staff member placing the advertisement request. 3. In the event a display advertisement is not published as scheduled when presented prior to printed deadlines, or is published in error, an error being a deviation from the final approved proof by the City, there shall be no cost for the erroneous publication and a correct advertisement will be published on a similar day at no cost to the City.
  • 5. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 4 of 25 PROPOSAL SUBMITTAL PROCESS Proposals will contain an executive summary, clearly articulate how those services identified in the scope of work will be provided, costs for services, Vendor qualifications, experience, references, and all of the information requested herein. Proposals will not exceed 21 pages including any graphics and/or attachments, and will be submitted in an original and four copies. The original must be clearly marked and contain original signatures and must be easily reproducible on a standard copying machine. Failure to clearly mark the original and provide original signatures may result in a proposal being found non-responsive and given no consideration. The services provided, qualifications, experience, and reference portions of the proposals will be weighted more heavily than the costs. Proprietary data or trade secrets should be clearly identified as such in your proposal. Tabs to be labeled and inserted for each section in original proposal, and the four copies. Information must be furnished complete in compliance with the terms, conditions, provisions and specifications of the Request For Proposals. The information requested and the manner of submission are essential to permit prompt evaluation of all proposals on a fair and uniform basis. Accordingly, the City reserves the right to declare as non-responsive and reject any proposal in which material information requested is not furnished or where indirect or incomplete answers or information is provided. Faxed or e-mailed proposals will not be accepted. Late proposals will not be accepted. With regard to any proposal sent by mail to the City, the bidder will be solely responsible for its delivery to the City prior to the date an hour set forth herein. Any proposals received subsequent to the date and hour set forth herein, because of delayed mail delivery or any other reason, will not be considered by the City. The City reserves the right to reject any or all of the proposals received, to negotiate with qualified bidders, or to cancel the request for proposals in part or in its entirety without explanation to the bidders. The City may interview those bidders whose proposals were scored highest. The City of Santa Rosa reserves the right to revise or amend the request for proposal up to the time set for opening of proposals. Such revisions and amendments, if any, shall be announced by amendments to this solicitation. Copies of such amendments shall be furnished to all prospective bidders. If the changes are material, the date set for opening of proposals may be postponed. In any case, the proposal opening shall be at least five working days after the last amendment; and the amendment shall include an announcement of the new date, if applicable, for the opening of proposals. Bidder may submit bids for one, two or all three types of print advertising. The City reserves the right to award contracts to multiple bidders. Please format your response to this request in the following order to facilitate comparisons between respondents: A. Sample Agreement: The services provided by the successful bidder shall be governed by a Standard Services Agreement (Attachment “A”). Proposers shall be willing to provide the required insurance and accept the terms of the Agreement. With few exceptions, the general terms of the
  • 6. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 5 of 25 standard Agreement will not be negotiated. Article 5, Indemnification of the Agreement will not be negotiated. Proposers must include a written statement as to the willingness to sign an agreement with the existing contractual language. Statements must include specifics as to any contractual language the proposers wish to change. Please note that any exceptions or changes to the Agreement may constitute grounds to reject the proposal. Please note that if you submit a proposal that does not address exceptions to the agreement you are accepting all terms and conditions contained therein. B. Cost Proposal: Costs proposals (Attachment “B”) will provide the legal advertising billing rate for each type of legal notice, classified advertisement, display advertisement, publication, announcement, etc. Bidders may bid on the stand-alone cost of each Section (I, II, III), as well as any savings associated with bundling two or more of the Sections. The cost proposal should clearly state the stand-alone cost of each element, as well as any savings associated with bundling two or more elements. In order to best meet its needs, the City reserves the right to contract for each element individually or as a package. Cost proposals will be evaluated on the total of each Section. C. Attachments: Vendor to include all comment sheets referencing the item/exhibit they support; standard commercial/government rate sheets; and, sample(s) of their actual publications. EVALUATION OF PROPOSALS AND NEGOTIATIONS The City of Santa Rosa is seeking to enter into contract with a firm that has demonstrated its ability to provide legal, classified and display advertising to the City. Proposals will be evaluated on the basis of: • Qualifications. Legal Ads - proof that the Bidder has obtained a Judicial Decree from the Sonoma County Superior Court establishing it as having the status of a newspaper of general circulation in the County of Sonoma, have been in existence for one year at the time of the award of contract. Legal, Classified and Display Ads - currently print and publish a newspaper of general circulation in Sonoma County. Bidder will provide information on circulation of newspaper(s), days published, samples of previous published legal notice, lead time and ability to respond. • Experience. Bidder’s experience in providing the needed services for other municipalities of similar size and complexity as found at the City of Santa Rosa. The Bidder’s newspaper(s) shall be published for the dissemination of local or internet service news and intelligence of a general character, and have a bonafide list of paying customers. • Responsiveness. Bidder must have a clear understanding of the scope of work as evidenced by the proposals and interviews. The City may choose to interview only a select number of bidders. • References. • Costs
  • 7. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 6 of 25 CITY CONTACTS All proposals, offers and counter offers will be extended through the City Purchasing Agent of the designated representative whose name, address and telephone number are shown below and in REQUIRED DATA FORMS: Designated Contacts. Any negotiations may be conducted by the Purchasing Agent or another party as noticed by the Purchasing Agent. Award will be by City Council Motion. No other officer or agent may obligate or bind the City. In REQUIRED DATA FORMS: Designated Contacts, firms will designate, by name, who will receive offers and counter offers. The person named will be an authorized agent of the firm able to conduct negotiations or written offers in good faith. For questions or additional information, please contact the appropriate individual listed below, preferably by email. Scope of Work/Proposal Process Caroline Gabriel Senior Buyer City of Santa Rosa 635 First Street, 2nd Floor Santa Rosa, CA 95404 (707) 543-3781 Voice (707) 543-3703 Fax cgabriel@srcity.org ESTIMATED SCHEDULE February 13, 2009 by 5:00 p.m. Proposal Mailing Date March 5, 2009 by 5:00 p.m. Proposals Due Date General Services – Purchasing 635 First Street, 2nd Floor Santa Rosa, CA 95404 March 12, 2009 Evaluation Panel Meeting Week of March 23, 2009 Vendor Presentations (if requested by City) April 7, 2009 Contract Award May 1, 2009 Start Work
  • 8. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 7 of 25 GENERAL PROVISIONS Proposals: Firms are required to submit a proposal on any or all bid items. Proposal submittals which do not clearly state which items they are bidding for will not be considered. Cash discount must be shown on proposal; otherwise, prices will be considered net. Unless prices and all information requested are complete, proposal may be disregarded and given no consideration. This Request for Proposals shall result in a firm, fixed price contract. In case of default by the firm, the City of Santa Rosa may procure the articles or services from other sources and may deduct from any monies due, or that may thereafter become due to the firm, the difference between the price named in the contract or purchase order and the actual cost thereof to the City of Santa Rosa. All prices and proposals must be in ink or typewritten. No pencil figures or erasures are permitted. Mistakes may be crossed out and corrections inserted adjacent thereto and must be initialed in ink by person signing the proposal. All proposals must be signed with the firm's name and by a responsible officer or employee. Obligations assumed by such signature must be fulfilled. Submission of Proposals: Each proposal must be submitted in a sealed envelope or box with a proposal number, closing date and time on the outside. Information must be furnished complete in compliance with the terms, conditions, provisions and specifications of the Request for Proposals. The information requested and the manner of submission are essential to permit prompt evaluation of all proposals on a fair and uniform basis. Accordingly, the City reserves the right to declare as non-responsive and reject any proposal in which material information requested is not furnished or where indirect or incomplete answers or information is provided. Proposals and modifications or corrections thereof received after the closing time specified will not be considered. Proposals shall be for the total net price including all applicable taxes and charges. No telegraphic, telephone or facsimile of proposals will be accepted. If a photocopy is to be submitted, it must be signed in original, in ink. Proposal Postponement and Addendum: The City of Santa Rosa reserves the right to revise or amend the specifications or any other part of the proposal up to the time set for opening. Such revisions and amendments, if any, shall be announced by addendum to this solicitation. Copies of such addendums shall be furnished to all prospective bidders. Prospective bidders are defined as those listed on the City's Request for Proposals list for this material/service or who have obtained his documents subsequent to the advertisement. If revisions and amendments require changes in services proposed, the date set for opening of proposals may be postponed by such number of days as in the opinion of the City shall enable bidders to revise their proposals. In any case, the proposal opening shall be at least five working days after the last addendum; and the addendum shall include an announcement of the new date, if applicable, for the opening of proposals.
  • 9. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 8 of 25 Single Proposal Response: If only one proposal is received in response to the Request for Proposals, a detailed cost proposal may be requested of the single bidder. A cost/price analysis and evaluation and/or audit may be performed of the cost proposal in order to determine if the price is fair and reasonable. Proposal Withdrawal: After the proposals are opened, proposals may not be withdrawn for ninety (90) calendar days. Prior to the date/time set for the proposal opening, however, proposals may be modified or withdrawn by the bidder’s authorized representative in person, or by written telegraphic notice. If proposals are modified or withdrawn in person, the authorized representative shall make his identity known and shall sign a receipt for the proposal. Written or telegraphic notices shall be received in the office of the Purchasing Agent indicated on the REQUIRED DATA FORMS: Designated Contacts page of this Request for Proposals no later than the exact date/time for the proposal opening. A telegraphic modification or withdrawal received in the designated office by telephone from the receiving telegraph office no later than the date/time set for the proposal opening shall be considered if such message is confirmed by a copy of the telegram. Firm’s Investigation: Before submitting a proposal, each firm shall make all investigations and examinations necessary to ascertain all conditions and requirements affecting the full performance of the contract and to verify any representations made by the City upon which the legal advertising contract will rely. If the firm receives an award as a result of its proposal submission, failure to have made such investigations and examinations will in no way relieve the firm from its obligation to comply in every detail with all provisions and requirements of the contract, nor will a plea of ignorance of such conditions and requirements be accepted as a basis for any claim whatsoever by the firm for additional compensation. Competency of Firms: No proposal will be accepted from or contract awarded to a firm who is not licensed in accordance with the law, who does not hold a license qualifying him to perform work under this contract, to whom a proposal form has not been provided and who has not successfully performed on projects of similar character and scope. The Vendor may be required, before the award of any contract, to show, to the complete satisfaction of the City, that it has the necessary facilities, ability, experience, and financial resources to provide the services specified herein in a satisfactory manner. Generally, Vendor history and references are required at a minimum. The City may make reasonable investigations deemed necessary and proper to determine the ability of a Vendor to perform the work, and the Vendor shall furnish the City all information requested for this purpose. Award: The City of Santa Rosa reserves the right to reject any and all proposals; to waive any informality in the proposals; and to accept the proposal (or proposals) that appears to be in the best interest of the City. The City intends to award this contract to one or more bidders. In determining and evaluating the best proposal, the prices will not necessarily be controlling, but quality, equality, efficiency, utility, general terms, delivery, suitability of the service offered, and the reputation of the service in general use will also be considered with any other relevant factors. Notice of contract award, if contract be awarded, will be made within ninety (90) days of opening of proposals to the Vendor, whose proposal complies with all the requirements in the Request for Proposals and is found to be the best value to the City. The Vendor shall submit to the City, for approval, within ten (10) days from notice of contract award, all Certificates of Insurance evidencing the required coverage as described under Insurance (Attachment One) in the City of Santa Rosa sample contract (Attachment A).
  • 10. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 9 of 25 The Vendor shall not commence work under the terms and conditions of the contract until all Certificates of Insurance have been approved by the City and the Vendor has received notice to proceed in writing and an executed copy of the contract from the City of Santa Rosa Purchasing Agent. Payments: Payment will be made on a calendar-month basis in arrears. The Vendor shall submit an invoice to the City of Santa Rosa department that placed the advertisement. Accompanying each advertising request, the City’s authorized employee shall provide their name and mailing address along with all necessary accounting information for billing purposes. In order for the Vendor to be paid in a timely manner, all invoicing should have either a proof of publication and tearsheet attached to the invoice, or the requesting City department shall be provided with an online pathway to download said proof of publication and tearsheet if not provided with the invoice. In the event this contract becomes effective or terminates during the course of a month, the amount paid to the Vendor for the partial month shall be determined by prorating the amount on the basis of the number of calendar days involved. In connection with any cash discount or interest specified on this proposal, time will be computed from the date correct invoices are received in the City Finance Office. For the purpose of earning the discount, payment is deemed to be made on the date of mailing of the City warrant or check. The City will not be responsible for payment on any invoices that do not show proof of publication and tearsheet or reference to the online download location of the invoice with the supporting documentation. Contract Administration: Except as otherwise specifically provided in this Request for Proposals and the resulting Purchase Contract or Purchase Order, any notice, submittal or communication required or permitted to be served on a party hereto, may be served by personal delivery to the person or the office of the person identified. Service may also be made by mail, by placing a notice, submittal or communication in an envelope with the proper first-class postage affixed thereto and addressed as indicated, and depositing said envelope in the United States mail. (See REQUIRED DATA SECTION) Retention of Records: The Vendor shall be required to retain any records necessary to document the charges for goods to be provided or services to be performed and make such records available to the City for inspection at the City's request for a period of four (4) years. Non-Collusion Affidavit: The Vendor declares, by signing and submitting a proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the Vendor has not directly or indirectly induced or solicited any other Vendor to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any legal advertising Vendor or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the auditor has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the financial advisor or any other bidder, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other legal advertising Vendor , or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the Vendor has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company
  • 11. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 10 of 25 association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Proposal Contents: This proposal consists of the Request for Proposals, Provisions, Specifications, Attachments and other terms and conditions as are attached or incorporated by reference in the schedule of the Request for Proposals.
  • 12. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 11 of 25 REQUIRED DATA FORMS List of Forms Attachment A “Sample Agreement” Attachment One “Insurance Requirements” Attachment B “Cost Proposal” with Exhibits “1” – “10” Designated Contacts General Information
  • 13. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 12 of 25 REQUIRED DATA Designated Contacts: Bidders are required to indicate in the space provided below, the designated contact individual’s name and address as requested in the City Contacts provision of the Request for Proposals. City of Santa Rosa Vendor Name Proposal Process and Scope of Work Caroline Gabriel Senior Buyer 635 First Street, 2nd Floor Santa Rosa, CA 95404 (707) 543-3781 Voice (707) 543-3703 Fax General Information: Bidders are required to complete the following questions for each of their publications. If additional space is required, please attach a separate sheet referencing this section and page number: 1. Number of days per week newspaper(s) published: __________________________ 2. Number of days per week magazine(s) published: ___________________________ 3. What holidays are observed by your publication(s): __________________________ 4. Preferred electronic format(s): ___________________________________________ 5. Can your newspaper(s)/magazine(s) provide real time web-based application software for submission of advertising text and artwork? Yes ___________ No__________ If so, what is the name of it? ____________________________________________ Comments: _________________________________________________________ 6. Discount camera ready electronic filing per advertisement via the internet: ________ 7. Can your newspaper/magazine reduce blueprint drawings/maps for publication: Yes ___ No ___ If so, please indicate additional charge: ____________________ 8. Can you publish in various languages? Yes ___ No ___ Please list the languages: ____________________________________________________________________ 9. Approximate number of circulations in the City of Santa Rosa: ___ and the total number of circulations: ___ 10. What services are included at no charge? __________________________________ ____________________________________________________________________
  • 14. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 13 of 25 AGREEMENT FOR LEGAL NOTICES, CLASSIFIED AND DISPLAY ADVERTISING SERVICES ATTACHMENT “A” “SAMPLE AGREEMENT” Agreement No. 09- XXXX This Agreement is made as of , between the City of Santa Rosa, a charter city ("CITY"), and [company name] ("VENDOR"), a [type of entity]. RECITALS A. CITY desires to retain a VENDOR or multiple VENDORS to provide legal notices, classified and display advertising services for the City of Santa Rosa. B. VENDOR represents to CITY that it is fully qualified to provide the above described services. C. The parties have negotiated upon the terms pursuant to which VENDOR will provide such services and have herein reduced such terms to writing. AGREEMENT NOW, THEREFORE, the CITY and VENDOR do hereby agree as follows: 1. SCOPE OF SERVICE The above services and activities are described with particularity in the CITY's Request for Proposals 09-05 dated _________ _, 2009, VENDOR's proposal dated __________, 2009, of which are attached hereto as Exhibits A and B (in order of precedence) which are incorporated by reference as though fully set forth herein. In case of any conflict between the terms of these documents, the terms of this Agreement shall control and prevail. 2. ENTIRE AGREEMENT: This Agreement consists of the following documents, in order of precedence, all which as hereby referenced are incorporated herein and made part of this Agreement, and shall be the entire agreement between parties: a. This Agreement (including Attachment One – Insurance Requirements); b. Exhibit A - CITY’s Request for Proposals 09-05 Legal Notices, Classified and Display Advertising Services. c. Exhibit B - VENDOR’s Proposal dated ____________, 2009.
  • 15. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 14 of 25 3. TERM OF AGREEMENT VENDOR shall begin work within two weeks after receipt of a Notice to Proceed from CITY. VENDOR shall thereupon work diligently and continuously to provide all the required services and activities described herein. The term of this contract shall be for one year through month, 2010. 4. COMPENSATION a. As compensation for all services of VENDOR in performance of this Agreement, CITY shall pay VENDOR as described in Exhibit B. b. Total maximum compensation to be paid hereunder for the satisfactory accomplishment and completion of all tasks set forth above shall in no event exceed the sum of $ ___,___.__. The City Director of Finance is authorized to pay all proper claims from various charge numbers. 5. PAYMENT TO THE VENDOR Payment will be made on a calendar-month basis in arrears. The VENDOR shall submit all original invoicing with proof of publication/tearsheet to the requesting CITY department or provide an online pathway to download the tearsheet and invoice in order to authorize payment by City of Santa Rosa. In connection with any cash discount specified on VENDOR’S Proposal, time will be computed from the date correct invoices are received in the City Finance Office. For the purpose of earning the discount, payment is deemed to be made on the date of mailing of the City warrant or check. 6. NOTICES Except as otherwise specifically provided in this Agreement, any notice, submittal or communication required or permitted to be served on a party hereto, may be served by personal delivery to the person or the office of the person identified below. Service may also be made by mail, by placing first-class postage affixed thereto, and addressed as indicated below, and depositing said envelope in the United States mail to: CITY VENDOR Jim Wright Purchasing Agent 635 First Street, 2nd Floor Santa Rosa, CA 95404 (707) 543-3706 Voice (707) 543-3703 Fax jwright@srcity.org
  • 16. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 15 of 25 7. MODIFICATION This Agreement shall not be modified, except in writing, by contract amendment, executed by all parties. Oral change orders are not permitted. No change in this Agreement shall be made unless the City of Santa Rosa gives its prior written approval. Any specification change not properly ordered by written modification to this Agreement executed by CITY shall be void at the sole option of the CITY and VENDOR shall be liable for all costs or expenses arising therefrom and/or for satisfactorily correcting or replacing same. 8. TERMINATION OF CONTRACT FOR DEFAULT If at any time 1) VENDOR fails to conform to the requirements of this contract; 2) VENDOR seeks relief under any law for the benefit of insolvents or is adjudicated bankrupt; 3) any legal proceedings are commenced against VENDOR which may interfere with the performance of the contract; or 4) VENDOR has failed to supply an adequate working force, or material of proper quality, or has failed in any other respect to prosecute the work with the diligence and force specified and intended in and by the terms of this Agreement, which default is not fully corrected or remedied to the reasonable satisfaction of CITY within ten (10) days following the date a written notice thereof by CITY, then CITY shall have the right and power, at its option and without prejudice to any other rights or remedies it may have, to terminate this Agreement. Any cost or expense incurred by CITY arising out of VENDOR’s breach or default hereunder, and for CITY’s enforcement of these rights, shall be the obligation of VENDOR and may, at CITY’s discretion, be deducted from any amounts that may then be owing to VENDOR under this Agreement, without any release or waiver of any other rights or remedies in law or equity to which CITY may be entitled. 9. TERMINATION FOR CONVENIENCE a. This Agreement may be terminated by either party by giving thirty (30) days notice to the other in writing of its intent to terminate the Agreement. b. Upon such termination, VENDOR shall submit to the CITY an itemized statement of services performed to the date of termination. 10. ASSIGNMENT AND SUBCONTRACTING The VENDOR shall not assign or subcontract the work, or any part thereof, without the previous written consent of the CITY, nor shall he assign, by power of attorney or otherwise, any of the money payable under this Agreement unless written consent of the CITY has been obtained. No right under this Agreement, or claim for money due or to become due hereunder, shall be asserted against the CITY, or persons acting for the CITY, by reason of any so-called assignment of this Agreement or any part thereof and VENDOR hereby agrees to indemnify and hold CITY harmless against any and all such claims. In the event VENDOR obtains the prior written consent of CITY to assign monies due or to become due under this Agreement, VENDOR shall provide CITY a copy of the instrument of assignment duly executed by VENDOR, which shall contain a clause subordinating the claim of the assignee to all prior liens for services rendered or materials supplied for the performance of work. Upon notice and request by the CITY, VENDOR shall promptly remedy, to include termination of any subcontract as appropriate and necessary, any default or fail to perform in a satisfactory manner the work undertaken by any sub-contractor. VENDOR shall be fully responsible and accountable to the CITY for the acts and omissions of its sub-contractors, and of persons directly or indirectly employed by them, to the same extent that VENDOR is
  • 17. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 16 of 25 for the acts and omissions of persons directly employed by VENDOR. Nothing contained in this Agreement shall create any contractual relation between any subcontract and the CITY. VENDOR shall not, without the consent of the CITY, either: 1) Substitute any person as sub-contractor in place of the sub-contractor designated in VENDOR’s Proposal; 2) Permit any subcontract to be voluntarily assigned or transferred or allow the work to be performed by anyone other than the original sub-contractor listed in VENDOR’s Proposal; or 3) Sublet or subcontract any portion of the work in excess of one-half of one percent (.5%) of the total proposal as to which the VENDOR’s Proposal did not designate a sub- contractor. 11. INDEMNIFY AND HOLD HARMLESS AGREEMENT VENDOR shall indemnify, defend and hold harmless CITY and its employees, officials, and agents, from and against any liability, (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual , alleged or threatened, interest, defense costs, and expert witness fees), where same arises out of the performance of this Agreement by VENDOR, its officers, employees, agents, and sub-Vendors, excepting only that resulting from the sole/active negligence or intentional misconduct of CITY, its employees, officials, or agents. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable to or for VENDOR or its agents, under workers' compensation acts, disability benefits acts or other employees' benefits acts. 12. INSURANCE REQUIREMENTS VENDOR shall maintain in full force and effect all of the insurance coverage described in, and in accordance with, Attachment One, “Insurance Requirements”, which is attached hereto and hereby incorporated and made part of this Agreement by this reference. Maintenance of the insurance coverage as set forth in Attachment One is a material element of this Agreement and a material part of the consideration provided by VENDOR in exchange for the CITY’s agreement to make the payments prescribed hereunder. Failure by VENDOR to (i) maintain or renew coverage, (ii) provide the CITY notice of any changes, modifications, or reductions in coverage, or (iii) provide evidence of renewal, may be treated by the CITY as a material breach of this Agreement by VENDOR, whereas the CITY shall be entitled to all rights and remedies at law or in equity, including but not limited to immediate termination of this Agreement. Notwithstanding the foregoing, any failure by VENDOR to maintain required insurance coverage shall not excuse or alleviate VENDOR from any of its other duties or obligations under this Agreement. In the event VENDOR, with approval of the CITY pursuant to Section 10 above, retains or utilizes any sub-contractor or sub-consultants in the provision of any services to the CITY under this Agreement, VENDOR shall assure that any such sub-contractor has first obtained, and shall maintain, all of the insurance coverage requirements set forth in the Insurance Requirements at Attachment One.
  • 18. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 17 of 25 13. INDEPENDENT VENDOR The parties intend that VENDOR, in performing services herein specified, shall act as an independent Vendor and shall have control of its work and the manner in which it is performed. It shall be free to contract for similar services to be performed for other employers while it is under contract with CITY. VENDOR is not to be considered an agent or employee of CITY and is not entitled to participate in any pension plan, medical, or dental plans, or any other benefit provided by CITY for its employees. 14. SUCCESSORS AND ASSIGNS CITY and VENDOR each binds itself, its partners, successors, legal representatives and assigns to the other party to this Agreement and to the partners, successors, legal representatives and assigns of such other party in respect of all promises and agreements contained herein. 15. LEGAL REQUIREMENTS AND PERMITS VENDOR shall perform all services described herein in compliance with all applicable federal, state and local laws, rules, regulations, and ordinances, including but not limited to, (i) the Americans With Disabilities Act (ADA) of 1990, (42 U.S.C. 12101, et seq.), and any regulations and guidelines issued pursuant to the ADA, which prohibits discrimination against individuals with disabilities and may require reasonable accommodations; and (ii) and Labor Code Sections 1700-1775, which require prevailing wages (in accordance with DIR schedule at www.dir.ca.gov) be paid to any employee performing work covered by Labor Code Section 1720 et seq.. It shall be the sole obligation hereunder of VENDOR to obtain any and all licenses, permits and/or clearances necessary and appropriate for performance of the work. 16. RETENTION OF RECORDS VENDOR shall be required to retain any records necessary to document the charges for goods to be provided or services to be performed and make such records available to the CITY for inspection at the CITY's request for a period of not less than four (4) years. 17. LEGALITY If any provisions of this Agreement shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby. 18. CALIFORNIA LAW; VENUE This Agreement shall be governed according to the laws of the State of California. Because this Agreement is to be performed in the County of Sonoma, the parties hereto agree that the forum for the adjudication of any dispute regarding the Agreement or enforcement shall be brought exclusively and solely in Sonoma County, California. 19. BINDING PARTIES The CITY and VENDOR each binds itself, its partners, successors, legal representatives and assigns to the other party to this Agreement and to the partners, successors, legal representatives and assigns of such other parties respect of all promises and Agreements
  • 19. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Sample Agreement Attachment “A” Page 18 of 25 contained herein. 20. WAIVER A waiver of a breach or default under this Agreement shall not be a waiver of any other or subsequent default. 21. AUTHORITY; SIGNATURES REQUIRED FOR CORPORATIONS VENDOR hereby represents and warrants to the CITY that it (a) is a duly organized and validly existing corporation, formed and in good standing under the laws of the State of California, (b) has the power and authority and the legal right to conduct the business in which it is currently engaged, and (c) has all requisite power and authority and the legal right to consummate the transactions contemplated in this Agreement. VENDOR hereby further represents and warrants that this Agreement has been duly authorized, and when executed by the signatory or signatories listed below, shall constitute a valid agreement binding on VENDOR in accordance with the terms hereof. If this Agreement is entered into by a corporation, it shall be signed by two corporate officers, one from each of the following two groups: a) the chairman of the board, president or any vice-president; b) the secretary, any assistant secretary, chief financial officer, or any assistant treasurer. The title of the corporate officer shall be listed under the signature. The City of Santa Rosa and Vendors name have each caused this Agreement to be executed by their duly authorized officers as of the day and year first above written. CITY OF SANTA ROSA VENDORS NAME A Charter City [type of entity] By Mayor By Attest: Name Assistant City Clerk Title APPROVED AS TO FORM: By Name City Attorney Title Taxpayer ID#
  • 20. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 Page 19 of 25 ATTACHMENT ONE INSURANCE REQUIREMENTS FOR VENDOR VENDOR shall, at all times during the terms of this Agreement, maintain and keep in full force and effect, the following policies of insurance with minimum limits as indicated below and issued by insurers with AM Best ratings of no less than A-:VI or otherwise acceptable to the City. A Commercial general liability at least as broad as ISO CG 0001 With an edition date prior to 2004 or its equivalent (per occurrence) $1,000,000 (aggregate)1 $2,000,000 B Business auto coverage at least as broad as ICO CA 00012 (per accident) $1,000,000 C Workers Compensation 3 Statutory Employer’s Liability $1,000,000 1 If insurance applies separately to this project/location, aggregate may be equal to per occurrence amount. Limits may be met by a combination of primary and excess insurance but excess shall provide coverage at least as broad as specified for underlying coverage. 2 Auto liability insurance shall cover owned, nonowned and hired autos. If VENDOR owns no vehicles, auto liability coverage may be provided by means of a nonowned and hired auto endorsement to the general liability policy. 3 Sole Proprietors must provide representation of their exempt status Endorsements: All policies shall contain or be endorsed to contain the following provisions: Coverage shall not be canceled by either party, except after thirty (30) days prior written notice has been provided to the entity unless canceled for non-payment, then ten (10) days notice shall be given. Commercial General Policies are to contain, or be endorsed to contain the following provisions: For any claims related to this project, the VENDOR’s insurance coverage shall be primary and any insurance or self-insurance maintained by the CITY shall be excess of VENDOR’S insurance and shall not contribute with it. The City of Santa Rosa, its officers, officials, employees and volunteers are to be named as additional insured on a form equivalent to CG20 10 with an edition date prior to 2004. Other Insurance Provisions No policy required by this section shall prohibit VENDOR from waiving any right of recovery prior to loss. VENDOR hereby waives such right with regard to the indemnitees. All insurance coverage and limits provided by VENDOR and available or applicable to this Agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement limits the application of such insurance coverage. Self-insured retentions and/or deductibles above $5,000 must be approved by the CITY. At the CITY’s option, VENDOR may be required to provide financial guarantees. Verification of Coverage and Certificates of Insurance VENDOR shall furnish the CITY with original certificates and endorsements effecting coverage required above. Certificates and endorsements shall make reference to policy numbers. All certificates and endorsements are to be received and approve by the CITY before work commences and must be in effect for the duration of the Agreement. The CITY reserves the right to require complete, copies of all required policies and endorsements.
  • 21. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 20 of 25 ATTACHMENT “B” COST PROPOSAL LEGAL NOTICE, CLASSIFIED AND DISPLAY ADVERTISING SERVICES RFP 09-05 Vendors must complete the following for each publication: Please indicate Fixed Pricing Amount & Billing Unit Type by choice of *1, *2, *3, *4 or *5 and convert into Per Column Inch pricing. Quote per column inches to the nearest quarter fraction of the inch. If additional space is required please use a separate sheet referencing Advertising Services RFP No. 09-05 and the Exhibit Number. BILLING UNIT TYPE: *1 = Per Agate Line (14 agate lines per inch) *2 = Per Actual Line (number of lines per column inch) *3 = Per Column Inch (PCI) *4 = Flat Rate *5 = Other (please describe under Comments) BREAKDOWN: Example: If using billing unit type 1 = 126 agate lines / 14 lines = 9 column inches. If $500 for 126 agates lines divided by 9 column inches = $55 PCI Then quote $55 per column inch (PCI/RUN) SECTION I A. EXHIBIT 1: “CITY OF SANTA ROSA NOTICE OF PUBLIC HEARING REZONING OF 0.70 OF AN ACRE…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS:___________________________________________________________________________________________________ ______________________________________________________________________________________________________________
  • 22. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 21 of 25 B. EXHIBIT 2: “SUMMARY OF AN ORIDINANCE OF THE CITY OF SANTA ROSA REPEALING, REENACTING,..” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: __________________________________________________________________________________________________ ______________________________________________________________________________________________________________ C. EXHIBIT 3: CITY OF SANTA ROSA NOTICE OF PUBLIC HEARING APPLICATION FOR TENTATIVE MAP...” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________
  • 23. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 22 of 25 D. EXHIBIT 4: CITY OF SANTA ROSA NOTICE OF PUBLIC HEARING APPLICATION FOR DESIGN GUIDELINES…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ TOTAL COST FOR SECTION I (EXHIBITS 1 – 5) .…………………………………..…….………... $________ SECTION II E. EXHIBIT 5: “CONSTRUCTION Utilities Systems Operator…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS:___________________________________________________________________________________________________ ______________________________________________________________________________________________________________
  • 24. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 23 of 25 F. EXHIBIT 6: “CITY OF SANTA ROSA Mechanical Technologist…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ G. EXHIBIT 7: “CITY OF SANTA ROSA Deputy Director of Human Resources…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS:___________________________________________________________________________________________________ ______________________________________________________________________________________________________________ TOTAL COST FOR SECTION II (EXHIBITS 5 – 7)………………………… $________
  • 25. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 24 of 25 SECTION III H. EXHIBIT 8: “City of Santa Rosa ADA Transition Planning Community Committee…” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ I. EXHIBIT 9: “ART WALK” BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS:___________________________________________________________________________________________________ ______________________________________________________________________________________________________________
  • 26. ADVERTISING SERVICES CITY OF SANTA ROSA RFP 09-05 ATTACHMENT “B” Page 25 of 25 J. EXHIBIT 10: “OLD PILLS PILING UP? BOLD BILLING FACE TOTAL Name of Publication(s) LEAD TIME UNIT TYPE PCI/Run FEE BREAKDOWN AMOUNT Weekday $ $ $ Sunday $ $ $ COMMENTS: ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ TOTAL COST FOR SECTION II (EXHIBITS 5 – 7)……………………….. $__________ TOTAL COST TO BUNDLE SECTIONS I THRU III (if there is a cost savings) ……………………………………………………………………………………. $__________