HomeMy WebLinkAboutNoble studios contract__Redacted-2-
A. INTRODUCTION
The City of San Luis Obispo seeking proposals
from qualified full-service, highly creative and innovative marketing agencies for execution of the
integrated destination marketing program for the City
Visit San Luis Obispo.
I. RFP Objective
The TBID is requesting proposals from full-service marketing agencies to serve as the agency-of-record
(AOR) for Visit San Luis Obispo. The
TBID is looking for a passionate, entrepreneurial and committed agency of people with big ideas who
possess the ability to execute those ideas effectively on behalf of the destination. Responding agencies
should have experience in marketing travel destinations and/or lifestyle brands and prior experience
serving as an agency-of-record. As the AOR, the contracted agency will be responsible for creating and
executing a comprehensive marketing g and
digital initiatives.
II. Background
San Luis Obispo is a leading tourism destination on the Central Coast of California. Located halfway
between San Francisco and Los Angeles, the City of San Luis Obispo is at the heart of the vibrant San Luis
annually to enjoy destination offerings including the charming downtown, iconic attractions like
Bubblegum Alley, the downtown Thursday Night Farmers Market, and Cal Poly State University in
addition to using SLO as homebase for day trips to nearby beaches, wine regions and other attractions.
In October 2008, after decades of City directed efforts and at the request of the local lodging industry, the
San Luis Obispo City Council established the San Luis Obispo Tourism Business Improvement District. All
lodging business within the city limits of San Luis Obispo are assessed. The annual assessment rate is two
percent (2%) of gross short-term room rental revenue. The TBID is a special assessment district within the
City jurisdiction that provides specific benefits to payors, by funding marketing, advertising, promotions,
and sales efforts for assessed businesses. To manage the activities, the City Council appointed an
Advisory Board of hoteliers to make recommendations to Council regarding the use of the assessment
funds. The B
economic wellbeing of the lodging industry.
In the fifteen-year history of the TBID, the lodging businesses have seen great benefits from the tourism
marketing efforts of the district in the form of increased annual occupancy and average daily rate, and
consequently the City has also benefited from the increase in transient occupancy tax. In the past few
years, hotel room inventory within the City has expanded dramatically and will continue to grow, which
is why the TBID desires to continue evolving their destination marketing efforts to remain competitive
and expand their market share.
III. Organizational Structure
The TBID program is overseen by a City Council appointed Advisory Board. The TBID Board is comprised
of seven SLO lodging members. Board members serve four-year staggered terms. The leadership consists
of a Chair and Vice Chair. The current TBID Board Chair also serves on another City advisory body, the
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Promotional Coordinating Committee.
The TBID is currently staffed by two City of San Luis Obispo employees 1.5 FTE. The program functions
of the staff are organizational planning and operations, project and contract management, partnership
development, stakeholder management and industry relations.
IV. Current Agency Structure
The TBID currently operates with a team of collaborative marketing service providers to execute the
comprehensive destination marketing program. The team includes:
AOR: a marketing agency-of-record responsible for creating and executing the comprehensive
marketing plan to drive Visit San Luis , marketing, advertising and digital
initiatives.
o National PR firm: a subcontractor to the AOR responsible for proactive media outreach.
Content marketing agency: a separately contacted agency responsible for organic social media
content.
SLO Chamber of Commerce: a separately contracted organization that provides guest service
operations, operates the SLO Visitor Center, and leads local public relations efforts.
The term of the current AOR (including the National PR firm) will expire in June 2024. Based on the
outcome of the RFP process a transition period will be established. These agencies are required to work
collaboratively and professionally to ensure a seamless transition for Visit San Luis Obispo.
V. Contract Term
The successful proposer will enter into a 2-year contract for marketing services with the City of San Luis
Obispo to begin no later than July 1, 2024 and terminate on June 30, 2026. The City reserves the right to
extend the agreement once for an additional 2-year term at the recommendation of the TBID Board,
provided funding is appropriated for this purpose in subsequent budgets. The contract will be reviewed
annually for performance and program evaluation. A proposed extension will also be assessed according
to program direction, funding and consistency of price and scope of work continuity.
VI. Response Structure
Prospective respondents are to submit proposals which demonstrate adeptness at providing an
integrated and innovative marketing program. To allow for varied agency models to participate in this RFP
process, the following structures will be accepted:
An individual agency may provide a response for the entire scope of services.
An individual agency may provide a response for the scope of the services achieved through
subcontracting portions of work from additional agencies. These proposals will need to identify
the lead contracting agency and subcontracting agencies and delineate the assigned work.
Multiple agencies may collaborate to present a single proposal that includes the full scope of
work. These proposals will need to demonstrate previous projects that have required similar
collaboration and a clear definition of how communication will maximize the partnership of these
companies.
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B. SCOPE OF WORK
The selected agency is responsible for the comprehensive destination marketing functions across all
channels of paid, owned and managed. The work effort and production encompass development of all
brand marketing program.
I. Required Marketing Service Elements
The following are the required minimum expected elements of the marketing services efforts included in
the work program for the selected agency.
Brand Strategy & Management: Serve as the steward for the Visit San Luis Obispo brand and deliver
recommendations for overall brand amplification.
Provide oversight and management of the brand book.
Provide brand strategy, direction and development for Visit San Luis Obispo as the organization
and destination.
Establish recommendations for amplification of sub brands like Sustainable SLO.
Coordinate and design all collateral/swag to support the brand.
Account Strategy & Project Management : Guide the development and execution of the overarching
marketing strategy and oversee the plans to support the various Visit San Luis Obispo program
initiatives.
Lead the development and execution of a two-year Tourism Marketing Plan derived from research
and insights that support the long- and short-term goals of Visit San Luis Obispo in collaboration
with the full TBID team.
o Deliver a creatively designed digital document of the plan for publishing and distribution.
Serve as the primary contributor to the quarterly marketing plan/work program coordination
efforts with the full TBID team.
o Maintain and manage collaborative repository for work program coordination.
Provide ongoing support and input to the implementation of the TBID Strategic Inititaives.
Apply research analysis and data to enhance and optimize the marketing initiatives when
applicable.
Provide management of project timelines and development to ensure tasks get done in a timely
manner and that marketing projects stay within time and budget constraints.
Guide, support and add value to the extended TBID team.
Collaborate with the full TBID team including content marketing agency and SLO Chamber of
Commerce.
Creative Services: Establish compelling messaging and visuals to build awareness and create demand,
while driving optimal performance.
Develop the strategies, campaign themes, and set goals for ongoing and promotional
campaigns.
Support marketing objectives through creative direction, coordination and design.
Create, manage and oversee the visual and messaging representation of branded SLO TBID
marketing assets for a cohesive and impactful look and feel across all touchpoints.
Provide creative services including but not limited to website development, digital assets, limited
print design and event activation.
Development of creative assets and executions to fulfill media placements.
Utilize video/photo assets and build content specific to campaign needs.
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o Direct, coordinate, produce and deliver visual assets when needed.
o Manage contractors, videographers, photographers etc. to ensure deliverables are on-
time and on-budget.
Develop creative assets to support the implementation of strategic partnerships and TBID
sponsored events.
o Creation of co-branded ads, toolkit resources for partners, and landing page
development.
Collateral and asset development will be required on an as-needed basis.
o Design and delivery of the printed and digital destination brochure and other
organizational materials.
Integrate diversity, equity and inclusion across all channels and creative elements representing
San Luis Obispo.
Paid Media and Search Strategy & Management: Implement a high performing paid media strategy
focused on driving brand awareness and destination consideration among audiences likely to visit San
Luis Obispo.
Create multi-channel campaigns aligned with marketing objectives for paid media and search
engine marketing.
Paid media strategy, management, and ongoing optimizations may include the following:
o Development of an annual paid media strategy adjusted quarterly for performance.
o Digital media budget recommendations by audience and channel. Channels should
include: display, paid social, paid search, native, content sponsorships and video
Ongoing management, reporting and optimization of campaigns.
Establish an ongoing SEO strategy to drive high intent visitors to the website.
Website Maintenance & Services: Ensure VisitSLO.com is a high performing, consistently maintained,
engaging and secure site.
Serve as the principal advisor and provider for website marketing strategy including
management, maintenance, development and content creation.
Provide ongoing design and development enhancements, content creation, site development
and maintenance.
o Implement listing updates four times a year.
o Recommend and perform site enhancements.
o Complete general website update requests for content.
o Provide website support for TBID initiatives including landing page development.
Content Development: Provide valuable, engaging and authentic content to help communicate the
unique experiences and offerings of San Luis Obispo.
Create and provide relevant and timely information on the website to be leveraged and
distributed across the channels.
o Each month create new content and update existing content on the site.
Newsletter development and deployment to the Visit San Luis Obispo database.
o Maintain the email system overall including strategy, management and maintenance of
the subscriber lists and utilize the various lists accordingly.
o Manage the design/template customization, copy and distribution of the email.
Fulfill advertorial copy and partner content contribution.
** The TBID currently retains a separate content agency for social media strategy, content and
platform management. Coordination and collaboration with staff and content agency is required.**
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stated by any bidder for any item are not in agreement, the unit price alone will be considered as
specified unit price.
5. Proposal Withdrawal and Opening. A bidder may withdraw its proposal, without prejudice prior
to the time specified for the proposal opening, by submitting a written request to the Director of
Finance for its withdrawal, in which event the proposal will be returned to the bidder unopened.
publicly. Bidders or their representatives are invited to be present at the opening of the proposals.
6. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to
make or file, or to be interested as the primary submitter in more than one proposal, except an
alternative proposal when specifically requested; however, an individual or business entity that
has submitted a sub-proposal to a bidder submitting a proposal, or who has quoted prices on
materials to such bidder, is not thereby disqualified from submitting a sub-proposal or from
quoting prices to other bidders submitting proposals.
7. Communications. All timely requests for information submitted in writing will receive a written
response from the City. Telephone communications with City staff are not encouraged but will
be permitted. However, any such oral communication shall not be binding on the City.
CONTRACT AWARD AND EXECUTION
8. Proposal Retention and Award. The City reserves the right to retain all proposals for a period of
60 days for examination and comparison. The City also reserves the right to waive non-substantial
irregularities in any proposal, to reject any or all proposals, to reject or delete one part of a
proposal and accept the other, except to the extent that proposals are qualified by specific
proposal evaluation and contract award criteria.
9. Competency and Responsibility of Bidder. The City reserves full discretion to determine the
competence and responsibility, professionally and/or financially, of bidders. Bidders will provide,
in a timely manner, all information that the City deems necessary to make such a decision.
10. Contract Requirement. The bidder to whom award is made Contractor shall execute a written
contract with the City within ten (10) calendar days after notice of the award. The contract shall
be made in the form adopted by the City and incorporated in these specifications.
CONTRACT PERFORMANCE
11. that Contractor will be expected to execute and be bound
by are attached hereto as Exhibit A.
F. SPECIAL TERMS AND CONDITIONS
1. Contract Award. Subject to the reservations set forth in Paragraph 9 of Section E (General Terms
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and Conditions) of these specifications, the contract will be awarded using the outlined two-phase
selection process and will not be based solely on price, but on a combination of factors as
determined to be in the best interest of the TBID.
2. Sales Tax Reimbursement.
For sales occurring within the City of San Luis Obispo, the City receives sales tax revenues.
Therefore, for bids from retail firms located in the City at the time of proposal closing for which
sales tax is allocated to the City, 1% of the taxable amount of the bid will be deducted from the
proposal by the City in calculating and determining the lowest responsible, responsive proposer.
3. Labor Actions.
In the event that the successful proposer is experiencing a labor action at the time of contract
award (or if its suppliers or subcontractors are experiencing such a labor action), the City reserves
the right to declare said proposer is no longer the lowest responsible, responsive proposer and to
accept the next acceptable low proposal from a proposer that is not experiencing a labor action,
and to declare it to be the lowest responsible, responsive proposer.
4. Failure to Accept Contract.
The following will occur if the proposer to whom the award is made (Contractor) fails to enter into
the contract: the award will be annulled; any bid security will be forfeited in accordance with the
special terms and conditions if a proposer's bond or security is required; and an award may be
made to the next lowest responsible, responsive proposer who shall fulfill every stipulation as if
it were the party to whom the first award was made.
5. Contract Term.
The supplies or services identified in this specification will be used by the City for FY 24-26. The
prices quoted for these items must be valid for the entire period indicated above unless otherwise
conditioned by the proposer in its proposal.
6.Contract Extension.
The term of the contract may be extended by mutual consent for an additional two-year term for
a total of four years.
7. Supplemental Purchases
Supplemental purchases may be made from the successful proposer during the contract term in
addition to the items listed in the Detail Proposal Submittal Form. For these supplemental
purchases, the proposer shall not offer prices to the City in excess of the amounts offered to other
similar customers for the same item. If the proposer is willing to offer the City a standard discount
on all supplemental purchases from its generally prevailing or published price structure during
the contract term, this offer and the amount of discount on a percentage basis should be provided
with the proposal submittal.
8. Contractor Invoices.
The Contractor may deliver either a monthly invoice to the City with attached copies of detail
invoices as supporting detail, or in one lump-sum upon completion.
9 Non-Exclusive Contract. The City reserves the right to purchase the items listed in the Detail
Proposal Submittal Form, as well as any supplemental items, from other vendors during the
contract term.
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10.Unrestrictive Brand Names. Any manufacturer's names, trade names, brand names or catalog
numbers used in the specifications are for the purpose of describing and establishing general
quality levels. Such references are not intended to be restrictive. Proposals will be considered for
any brand that meets or exceeds the quality of the specifications given for any item. In the event
an alternate brand name is proposed, supplemental documentation shall be provided
demonstrating that the alternate brand name meets or exceeds the requirements specified
herein. The burden of proof as to the suitability of any proposed alternatives is upon the proposer,
and the City shall be the sole judge in making this determination.
11. Delivery. Prices quoted for all supplies or equipment to be provided under the terms and
conditions of this RFP package shall include delivery charges, to be delivered F.O.B. San Luis
Obispo by the successful proposer and received by the City within 90 days after authorization to
proceed by the City.
12. Start and Completion of Work. Work on this project shall begin immediately after contract
execution and shall be completed within 90 calendar days thereafter, unless otherwise negotiated
with City by mutual agreement.
13. Change in Work. The City reserves the right to change quantities of any item after contract award.
If the total quantity of any changed item varies by 25% or less, there shall be no change in the
agreed upon unit price for that item. Unit pricing for any quantity changes per item in excess of
25% shall be subject to negotiation with the Contractor.
14. Submittal of References. Each proposer shall submit a statement of qualifications and references
on the form provided in the RFP package.
15. Statement of Contract Disqualifications. Each proposer shall submit a statement regarding any
past governmental agency bidding or contract disqualifications on the form provided in the RFP
package.
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Scope of Work Acknowledgment
For each of the following project areas, the Proposer should prove capability; describing strategies
to be used and quality controls. Sufficient detail must be given and must include examples of past
projects, ability to meet deadlines, and managerial experience. The Proposer should demonstrate
experience of the tourism space, knowledge and understanding of brand in marketplace, and the
shifting dynamics of how consumers receive and use information today.
j.Onboarding. Discuss your approach to onboarding as the AOR for Visit San Luis Obispo.
k.Brand Management: Discuss your approach to serving as the steward for the Visit San
Luis Obispo brand and delivering recommendations for overall brand amplification.
l.Marketing Strategy: Discuss your marketing plan development process. How would you
approach the development and execution of the overarching marketing strategy for Visit
San Luis Obispo?
m.Content Development: How would you use content to help communicate the
experiences and offerings in San Luis Obispo? What role do you see content on owned
channels like the website and email in the marketing program for Visit San Luis Obispo?
n.Creative Services: Discuss your creative process and how that process is scaled for
campaigns of different sizes. How will you utilize creative services for Visit San Luis
Obispo?
o.Paid Media Planning: What is your process in deciding where, when and how to purchase
media. What tools or analytics will you use for Visit San Luis Obispo? What elements
determine your purchasing decisions? What is your optimization strategy? Give us an
overview of your philosophy as it relates to planning and buying media for a budget of
this size and tracking/optimizing to metrics.
p.Organic Search: What role do you see SEO in the marketing mix for VisitSLO.com? How
would you determine success for the website?
q.Website Development: Provide an overview of how your agency will approach ongoing
design and development enhancements, content development, site development, and
maintenance for VisitSLO.com. Discuss your experience inheriting an existing website.
Discuss your familiarity and experience using a WordPress based site.
r.Research & Analytics: Provide an overview of how you determine success. What analytic
tools or services will you use for Visit San Luis Obispo, and what type of information will
you be reporting back to the TBID Board monthly? Please define how your analytics can
be converted into insights, and how the insights will help guide us in making decisions on
how we market in the future. How will you demonstrate meaningful results that resonate
with the Board?
s.Travel and Administration: Discuss your approach to account administration for Visit San
Luis Obispo including travel and meeting attendance.
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Innovation Case Study
The TBID is constantly seeking new opportunities to connect with our target audiences and build
and leverage the power of the Visit San Luis Obispo brand. Provide a case study that demonstrates
how your agency has pushed a client beyond the norm for their industry and achieved success.
The example does not have to be tourism specific.
Work Program
o Work Plan: Submit a preliminary work plan or schedule for the completion of the
following project tasks based on a contract period of July 1, 2024 June 30, 2026. The
objective of the work plan is to give TBID an opportunity to study how Proposers would
schedule various elements and distribute the workload among staff. Include the
estimated hours for your staff in performing each phase of the work, including
subcontractors, so we can clearly see who will be doing what work, and how much time
it will take. The work plan should include a schedule for completion of the following
project tasks:
Brand evaluation for depth and execution
Strategic Marketing Planning
Advertising Campaign Development
Production/Creative Services/Content Development
Website Enhancements
Media Planning & Buying
Research & Analytics
Reporting
Other
o Describe any optional or additional services being proposed by your agency.
o Provide any other information that would assist us in making this contract award decision.
o Description of assumptions critical to development of the response which may impact
cost or scope.
Budget
Proposer shall provide an overview of how they would allocate the TBID budget using dollar
figures and
on resource allocation and compensation. If commissions or other fees are part of the media,
production, or subcontractor inclusion, proposers must list the percentage rates of those
commissions and fees.
Provide your point of view on compensation commission, retainer, hourly fees or any hybrid
approach.
Please provide a cost proposal/rate sheet for all work elements described in this RFP. Cost
proposal must contain any and all costs that would be invoiced to the City for the performance of
these services.
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Work Elements to be included:
Brand Strategy & Management
Account Strategy & Project Management
Creative Services
Paid Media and SEO Strategy & Management
Paid Media Buy
Website Maintenance & Services
Content Development
Reporting
Other (please specify)
The proposal should contain summary of the following:
Hourly billing rates
Projected hours by task
Any additional costs/charges
Annual rate increases, if any
Terms of payment
References
o The names, email addresses and phone numbers of a least three clients we may contact.
Projects done for these clients should be similar in scope and style to the RFP.
o Three examples of quality deliverables produced in the past two years.
Proposal Length
o Proposers will provide a maximum 30-page proposal. This page limit for proposal content
is exclusive of a cover sheet and required City forms and appendices.
2.Proposal Evaluation and Selection. Proposals will be evaluated by the TBID Board using a two-
phase selection process as follows:
Phase 1 Written Proposal Review/Finalist Candidate Selection. The written proposals will be
evaluated on the following criteria:
o Understanding of the work required by the TBID.
o Quality, clarity and responsiveness of the proposal.
o Professional qualifications necessary for successfully performing the work required by the
TBID.
o Background and experience of the specific individuals managing and assigned to this
project.
o Recent team experience in successfully performing similar services.
o Creativity of the proposed approach in completing the work.
o Demonstrated competence and ability to complete the work.
o Value of services.
o Quality of references.
Phase 2 Pitch Interview and Consultant Selection. Finalist candidates will make 1-2 oral
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presentations to the TBID Board and staff. The purpose of this second phase isto clarify and resolve
any outstanding questions or issues about the proposal
clearly and concisely present information.
The contract award will not be based solely on price, but on a combination of factors as determined
to be in the best interest of the TBID. After evaluating the proposals and discussing them further
with the finalists or the tentatively selected contractor, the City reserves the right to further
negotiate the proposed work and/or method and amount of compensation.
3.Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for
proposal review and contract award:
1. Issue RFP January 24, 2024
2. Pre-Proposal Meeting (optional) February 6, 2024
3. Receive Proposals March 4, 2024
4. Complete Proposal Evaluations March 26, 2024
5. In-Person Pitch Interview April 16, 2024
6. Conduct Finalist Interviews May 1, 2024
7. Finalize TBID Recommendation May 8, 2024
8. Execute Contract June 1, 2024
9. Start Work July 1, 2024
4.Pre-Proposal Meeting. An optional pre-proposal meeting will be held at the following location,
date, and time to answer any questions that prospective bidders may have regarding this RFP:
Pre-proposal Meeting Information
February 6, 2024 at 10:30 a.m. PST
REGISTER HERE
5.Ownership of Materials. All original drawings, plan documents and other materials prepared by
or in possession of the Contractor as part of the work or services under these specifications shall
become the permanent property of the City and shall be delivered to the City upon demand.
6.Release of Reports and Information. Any reports, information, data, or other material given to,
prepared by or assembled by the Contractor as part of the work or services under these
specifications shall be the property of the City and shall not be made available to any individual
or organization by the Contractor without the prior written approval of the City.
7.Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what the Contractor is required to furnish in
limited quantities as part of the work or services under these specifications, the Contractor shall
provide such additional copies as are requested, and City shall compensate the Contractor for the
costs of duplicating of such copies at the Contractor's direct expense.
8.Required Deliverable Products. The Contractor will be required to provide:
a. One electronic submission - digital-ready original .pdf of all final documents. If you wish
to file a paper copy, please submit in sealed envelope to the address provided in the RFP.
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b. Corresponding computer files compatible with the following programs whenever possible
unless otherwise directed by the project manager:
Word Processing: MS Word
Spreadsheets: MS Excel
Desktop Publishing: InDesign
Virtual Models: Sketch Up
Digital Maps: Geodatabase shape files in
State Plan Coordinate System as
specified by City GIS staff
c. City staff will review any documents or materials provided by the Contractor and, where
necessary, the Contractor will be required to respond to staff comments and make such
changes as deemed appropriate.
ALTERNATIVE PROPOSALS
9.Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it
believes will also meet the City's project objectives but in a different way. In this case, the
proposer must provide an analysis of the advantages and disadvantages of each of the alternative
and discuss under what circumstances the City would prefer one alternative to the other(s).
10.Attendance at Meetings and Hearings . As part of the work scope and included in the contract
price is attendance by the Contractor at up to 24 public meetings annually to present and discuss
its findings and recommendations. Contractor shall attend as many "working" meetings with staff
as necessary in performing work-scope tasks.
11.Accuracy of Specifications. The specifications for this project are believed by the City to be
accurate and to contain no affirmative misrepresentation or any concealment of fact. Bidders are
cautioned to undertake an independent analysis of any test results in the specifications, as City
does not guaranty the accuracy of its interpretation of test results contained in the specifications
package. In preparing its proposal, the bidder and all subcontractors named in its proposal shall
bear sole responsibility for proposal preparation errors resulting from any misstatements or
omissions in the plans and specifications that could easily have been ascertained by examining
either the project site or accurate test data in the City's possession. Although the effect of
ambiguities or defects in the plans and specifications will be as determined by law, any patent
ambiguity or defect shall give rise to a duty of bidder to inquire prior to proposal submittal. Failure
to so inquire shall cause any such ambiguity or defect to be construed against the bidder. An
ambiguity or defect shall be considered patent if it is of such a nature that the bidder, assuming
reasonable skill, ability and diligence on its part, knew or should have known of the existence of
the ambiguity or defect. Furthermore, failure of the bidder or subcontractors to notify City in
writing of specification or plan defects or ambiguities prior to proposal submittal shall waive any
right to assert said defects or ambiguities subsequent to submittal of the proposal.
To the extent that these specifications constitute performance specifications, the City shall not be
beyond the amounts provided there for in the proposal.
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In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged
ambiguity or defect in the plans and/or specifications, or any other matter whatsoever,
Contractor shall immediately notify the City in writing, and the Contractor and all subcontractors
shall continue to perform, irrespective of whether or not the ambiguity or defect is major,
material, minor or trivial, and irrespective of whether or not a change order, time extension, or
additional compensation has been granted by City. Failure to provide the hereinbefore described
written notice within one (1) working day of contractor's becoming aware of the facts giving rise
to the dispute shall constitute a waiver of the right to assert the causative role of the defect or
ambiguity in the plans or specifications concerning the dispute.
SECTION H: INSURANCE REQUIREMENTS
Insurance Requirements Standard Professional Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims
for injuries to persons or damages to property which may arise from or in connection with the
performance of the work hereunder by the Contractor, its agents, representatives, employees or
subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1.Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2.Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code
1 (any auto).
3.Workers' Compensation insurance as required by the State of California and Employer's
Liability Insurance.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1.General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit of $2,000,000.
2.Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3.Employer's Liability: $1,000,000 per accident for bodily injury or disease.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared
to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate
such deductibles or self-insured retentions as respects the City, its officers, officials, employees and
volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related
investigations, claim administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
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1.The City, its officers, officials, employees, agents and volunteers are to be covered as insureds
as respects: liability arising out of activities performed by or on behalf of the Contractor;
products and completed operations of the Contractor; premises owned, occupied or used by
the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The
coverage shall contain no special limitations on the scope of protection afforded to the City,
its officers, official, employees, agents or volunteers.
2.For any claims related to this project, the Contractor's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents
or volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3.The Contractor's insurance shall apply separately to each insured against whom claim is
made or suit is brought, except with respect to the limits of the insurer's liability.
4.Each insurance policy required by this clause shall be endorsed to state that coverage shall
not be suspended, voided, canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice by certified mail, return receipt requested, has
been given to the City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating
of no less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability
and automobile liability coverage required by this clause must also be provided. The endorsements are
to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements
are to be received and approved by the City before work commences.
-22-
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The proposer shall state whether it or any of its officers or employees who have a proprietary interest in
it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal,
state, or local government project because of the violation of law, a safety regulation, or for any other
reason, including but not limited to financial difficulties, project delays, or disputes regarding work or
product quality, and if so to explain the circumstances.
Do you have any disqualification as described in the above paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on at _______________________________________ under penalty of
perjury of the laws of the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Proposer Representative
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