HomeMy WebLinkAbout08-25-2015 San Luis Obisop Chamber of Commerce, Inc - Agreement to Marketing Support Services to GIA ProgramAGREEMENT TO MARKETING SUPPORT SERVICES TO GIA PROGRAM
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on this day of
A0 , 2015 by and between the CITY OF SAN LUIS OBISPO, a municipal corporation,
hereina er referred to as City, and; the SAN LUIS OBISPO CHAMBER OF COMMERCE, INC., a nonprofit
corporation, hereinafter referred to as Contractor.
WITNESSETH:
WHEREAS, the City desires to further support its investment through its Grants -in -Aid program; and
WHEREAS, Contractor has an established relationship with the City's Grants -in -Aid recipients and major
cultural, social, and recreational organizations and events in San Luis Obispo; and
WHEREAS, Contractor provides event related services through the Visitors Center in downtown San Luis
Obispo; and
WHEREAS, Contractor has provided such services to the City for many years; and
WHEREAS, the Promotional Coordinating Committee (PCC) recommended to continue said services and
establish them as an integrate part of its Grants -in -Aid program; and
WHEREAS, the City Council considered the Community Promotions program and related expenditures
during its July 7, 2015, regular meeting and approved them as presented.
NOW THEREFORE, in consideration of their mutual promises, obligations, and covenants hereinafter
contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from July 1, 2015 until June 30, 2016.
2. INCORPORATION BY REFERENCE. The scope of work, attached as Exhibit A to this
agreement is incorporated herein by reference. To the extent that there are any conflicts between the City'
Specification and this Agreement and the Contractor's proposal, the terms of the City's specification and this
Agreement shall prevail, unless specifically agreed otherwise in writing signed by both parties.
3. REPRESENTATION FOR PROGRAM COORDINATION.
3.1 City. The City Manager or his or her designated representative shall be the Project Manager
representing the City for all purposes under this agreement.
3.2 Contractor. Contractor shall assign a single Project Manager to have overall responsibility for
the progress and execution of this agreement for the Contractor at the commencement of the term of this agreement.
Molly Kern is designated as the Project Manager. Should circumstances or conditions subsequent to the execution of
this document require a substitute Project Manager for any reason, the Project Manager designee shall be subject to
the prior written approval by the City Project Manager.
4. CITY'S OBLIGATIONS. For providing services as specified in Exhibit A to this Agreement and
the monthly report as specified in Exhibit A, the City agrees to pay to contractor eleven (11) monthly payments of a
retainer in the amount of Two Thousand Three Hundred Thirty Three Dollars ($2,333) per month and one (1)
monthly payment of Two Thousand Three Hundred Thirty Seven Dollars ($2,337) for a total GIA Support
allocation not to exceed Twenty Eight Thousand Dollars ($28,000).
5. CONTRACTOR'S OBLIGATIONS.
5. 1. Scope of Work - Exhibit A. For and in consideration of City's promises and the payment
obligations, Contractor shall provide services as described in Exhibit A attached hereto and incorporated by reference
into this Agreement.
5.2. Coordination of Efforts with other Contractors. Contractor acknowledges the potential for
duplication of efforts and costs as a result of the City's agreements with other contractors under its Community
Promotions program. To coordinate efforts, Contractor shall participate in monthly meetings of the Promotional
Coordinating Committee and its Marketing Subcommittee, and shall provide a 60 -day action plan at the meeting. In
performing its services under this agreement, the Contractor agrees to make every reasonable effort to coordinate
activities and to identify and avoid duplication of costs associated with the Promotional Services.
5.3 Promotion of City Properties. Contractor agrees during its promotion of City and fulfillment of
the terms of this Agreement that it shall promote all City of San Luis Obispo lodging properties, whether or not they
are member of the San Luis Obispo Chamber of Commerce. Contractor specifically acknowledges that this
promotional effort could require the production of separate materials to include non - member lodging properties on an
information list and a link on the visitslo.com website to a list of non - member properties.
6. GENERAL TERMS AND CONDITIONS. Contractor shall meet all general terms and conditions
as specified in Exhibit B, attached and incorporated herein by reference.
7. INSURANCE The Contractor shall procure and maintain for the duration of the contract insurance
which meets the requirements of Exhibit C, attached and incorporated herein by reference. As evidence of this
insurance, the Contractor shall provide the City with both, a Certificate of Insurance and an Endorsement naming the
City as an "Additional Insured ".
8. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the City Council, or the City Manager for amounts up
to the authority granted to the City Manager by the City Council.
9. INDEPENDENT CONTRACTOR. Notwithstanding any representations, oral or written, between
the parties, including any and all agents or representatives thereof, Contractor at all times covered by the terms of this
Agreement is acting as a free and independent contractor, not as an agent of the City. Any and all supervision and
direction by any City official, department
or body shall be only that necessary to provide broad general outlines, and Contractor will use its own initiative and
discretion in performing the details of work herein.
10. COMPLETE AGREEMENT. This written Agreement, including all writings specifically
incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral
agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any
force or effect, nor shall any such oral agreement, understanding, or representation be binding upon the parties hereto.
11. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage
prepaid by registered or certified mail addressed as follows:
City City Clerk
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
Contractor Chamber of Commerce
895 Monterey Street
San Luis Obispo, CA 93401
Attn: Ermina Karim
12. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each
individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute
agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year
first above written.
ATTEST:
APPROVED AS TO FORM:
Dietrick, City Attorney
CITY OF SAN LUIS OBISPO,
A Municipal Corporation
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Katie Lichtig, City Manager
CONTRACTOR
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Ermina Karim, President/CEO
San Luis Obispo Chamber of Commerce
EXHIBIT A
SCOPE OF WORK FOR MARKETING SUPPORT SERVICES TO GIA PROGRAM
Objective: Secure ROI of the GIA investment by assisting the organizations in utilizing the funding to
increase attendance and nurture collaboration.
Goal: Increase awareness of the supported events to attract residences and visitors in order to maximize
the event income to move toward self - sufficiency.
1. Manage a comprehensive marketing support program available to all Grants -in -Aid recipients to
enhance event visibility and increase event attendance. The program will include support through:
• Writing press releases and distributing to local, regional and national media outlets
• Promoting events through social media channels
• Including events in event calendars to local tourism - related businesses
• Including events in upcoming event releases to local media outlets
• Meeting in- person, or by phone with groups
• Offering to sell tickets through the Visitor Center (at no charge)
• Promoting events through the Visitor Center by display of event materials- brochures, posters, etc.
2. Prepare and distribute a monthly events calendar to all tourism outlets in the City including all lodging
properties that that is consistent with the "look and feel" of the city's messaging efforts.
3. Provide written reports all support activities monthly (by noon on the first Wednesday of the month) to
the City of San Luis Obispo's Administration Department to be included in the PCC's meeting
packets. At a minimum the reports shall include:
• Matrix of services fulfilled for each organization
• List of issues encountered and current and future opportunities
• List of media reached out to and copy of press releases sent
• Copy of the monthly events calendar.
• Summary on generated media coverage for events.
• Maintenance of a digital clip book of articles garnered through media outreach.
• Monitoring of ROI achieved from media outreach and reporting on, at minimum, ad value
equivalency, overall impressions, and circulation figures.
4. Once a quarter, present the PCC with a detailed oral report highlighting achievements as compared to
the work scope and elaborate on upcoming plans and events.
EXHIBIT B
GENERAL TERMS AND CONDITIONS
1, Business License and Tax. Contractor must have a valid City of San Luis Obispo business license and
tax certificate prior to execution of the contract. Additional information regarding the City's business tax
program may be obtained by calling (805) 781 -7134.
2. Ability to Perform. Contractor warrants that it possesses, or has arranged through subcontracts, all
capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work
hereunder in compliance with any and all federal, state, county, city, and special district laws, ordinances,
and regulations.
3. Laws to be Observed. Contractor shall keep itself fully informed of and shall observe and comply with
all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and
adopted codes during its performance of the work.
4. Payment of Taxes. The contract prices shall include full compensation for all taxes which Contractor is
required to pay.
5. Permits and Licenses. Contractor shall procure all permits and licenses, pay all charges and fees, and
give all notices necessary.
6. Safety Provisions. Contractor shall conform to the rules and regulations pertaining to safety established
by OSHA and the California Division of Industrial Safety.
7. Public and Employee Safety. Whenever Contractor's operations create a condition hazardous to the
public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain
such fences, temporary railings, barricades, lights, signs and other devices and take such other protective
measures as are necessary to prevent accidents or damage or injury to the public and employees.
8. Preservation of City Property. Contractor shall provide and install suitable safeguards, approved by the
City, to protect City property from injury or damage. If City property is injured or damaged as a result of
Contractor's operations, it shall be replaced or restored at Contractor's expense. The facilities shall be
replaced or restored to a condition as good as when the Contractor began work.
9. Immigration Act of 1986. Contractor warrants on behalf of itself and all sub - contractors engaged for the
performance of this work that only persons authorized to work in the United States pursuant to the
Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the
performance of the work hereunder.
10. Contractor Non - Discrimination. In the performance of this work, Contractor agrees that it will not
engage in, nor permit such sub - contractors as it may employ, to engage in discrimination in employment of
persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such
persons.
11. Work Delays. Should Contractor be obstructed or delayed in the work required to be done hereunder by
changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any
other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government
restrictions arising out of defense or war programs, then the time of completion may, at the City's sole
option, be extended for such periods as may be agreed upon by the City and the Contractor.
11 Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and
acceptance by the City of the services provided by Contractor (Net 30).
13. Inspection. Contractor shall furnish City with every reasonable opportunity for City to ascertain that the
services of Contractor are being performed in accordance with the requirements and intentions of this
contract. All work done and all materials furnished, if any, shall be subject to the City's inspection and
approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its
contract requirements.
14. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials
used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor.
15. Interests of Contractor. Contractor covenants that it presently has no interest, and shall not acquire any
interest direct or indirect or otherwise, which would conflict in any manner or degree with the performance
of the work hereunder. Contractor further covenants that, in the performance of this work, no sub-
contractor or person having such an interest shall be employed. Contractor certifies that no one who has or
will have any financial interest in performing this work is an officer or employee of the City. It is hereby
expressly agreed that, in the performance of the work hereunder, Contractor shall at all times be deemed an
independent contractor and not an agent or employee of the City.
16. Hold Harmless and Indemnification. Contractor agrees to defend, indemnify, protect and hold the
City and its agents, officers and employees harmless from and against any and all claims asserted or
liability established for damages or injuries to any person or property, including injury to Contractor's
employees, agents or officers which arise from or are connected with or are caused or claimed to be
caused by the acts or omissions of Contractor, and its agents, officers or employees, in performing the
work or services herein, and all expenses of investigating and defending against same, provided,
however, that Contractor's duty to indemnify and hold harmless shall not include any claims or liability
arising from the established sole negtigence or willful misconduct of the City, its agents, officers or
employees.
17. Contract Assignment. Contractor shall not assign, transfer, convey or otherwise dispose of the contract,
or its right, title or interest, or its power to execute such a contract to any individual or business entity of
any kind without the previous written consent of the City.
18. Termination. If, during the term of the contract, the City determines that Contractor is not faithfully
abiding by any term or condition contained herein, the City may notify Contractor in writing of such defect
or failure to perform; which notice must give Contractor a 10 (ten) calendar day notice of time thereafter in
which to perform said work or cure the deficiency.
If Contractor has not performed the work or cured the deficiency within the ten days specified in the
notice, such shall constitute a breach of the contract and the City may terminate the contract immediately
by written notice to Contractor to said effect. Thereafter, neither party shall have any further duties,
obligations, responsibilities, or rights under the contract.
In said event, Contractor shall be entitled to the reasonable value of its services performed from the
beginning date in which the breach occurs up to the day it received the City's Notice of Termination, minus
any offset from such payment representing the City's damages from such breach. "Reasonable value"
includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or
completed by Contractor as may be set forth in the Agreement payment schedule; compensation for any
other work, services or goods performed or provided by Contractor shall be based solely on the City's
assessment of the value of the work -in- progress in completing the overall workscope.
The City reserves the right to delay any such payment until completion or confirmed abandonment of the
project, as may be determined in the City's sole discretion, so as to permit a full and complete accounting
of costs. In no event, however, shall Contractor be entitled to receive in excess of the compensation
quoted in its proposal.
The City reserves the right to terminate the contract for convenience at any time upon 30 days' notice to
the Contractor. In the event of termination for convenience, Contractor shall be entitled to the reasonable
value of its services performed up to the date of termination set forth in the notice of termination, provided
that the Contractor shall in no event be entitled to receive any amount in excess of the compensation
quoted in its proposal or for work not authorized by the City from the date of notice of termination to the
date for termination of services specified in said notice.
191. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in
possession of 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.
20. Release of Reports and Information. Any reports, information, data, or other material given to, prepared
by or assembled by Contractor as part of the work or services under these specifications shall be the
property of City, and shall not be made available to any individual or organization by Contractor without
the prior written approval of the City.
21. Copies of Reports and Information. If the City requests additional copies of reports, drawings,
specifications, or any other material in addition to what Contractor is required to furnish in limited
quantities as part of the work or services under these specifications, Contractor shall provide such
additional copies as are requested, and City shall compensate Contractor for the costs of duplicating of
such copies at the Contractor's direct expense.
22. Attendance at Meetings and Hearings. As part of the workscope and included in the contract price is
attendance by the Contractor to public meetings to present and discuss its findings and recommendations.
Contractor shall attend as many "working" meetings with staff as necessary in performing workscope
tasks.
EXHIBIT C
INSURANCE
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Insurance. 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 Contractor, its agents, representatives, employees, or sub - contractors.
a. Minimum scope of insurance. Coverage shall be at least as broad as:
Insurance Services Office Commercial General Liability coverage (occurrence
form CG 0001).
• Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile
Liability, code 1 (any auto).
• Workers' Compensation insurance as required by the State of California and
Employer's Liability Insurance.
• Errors and Omissions Liability insurance as appropriate to Contractor's profession.
b. Minimum limits of insurance. Contractor shall maintain limits no less than:
■ 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.
• Automobile Liability: $1,000,000 per accident for bodily injury and property
damage.
• Employer's Liability: $1,000,000 per accident for bodily injury or disease.
• Errors and Omissions Liability: $1,000,000 per occurrence.
C. 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 Contractor shall procure a bond
guaranteeing payment of losses and related investigations, claim administration and
defense expenses.
d. Other insurance provisions. The general liability and automobile liability policies are to
contain, or be endorsed to contain, the following provisions:
• 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 Contractor; products and completed operations of Contractor; premises owned,
occupied or used by Contractor; or automobiles owned, leased, hired or borrowed
by Contractor. The coverage shall contain no special limitations on the scope of
protection afforded to the City, its officers, official, employees, agents or
volunteers.
• For any claims related to this project, 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 Contractor's insurance
and shall not contribute with it.
• Any failure to comply with reporting or other provisions of the policies including
breaches of warranties shall not affect coverage provided to the City, its officers,
officials, employees, agents or volunteers.
• 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.
• 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.
e. Acceptability of insurers. Insurance is to be placed with insurers with a current A.M.
Best's rating of no less than AXII.
f. 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.
City Manager Repob
Final City Manager Approval Approver Name Date Approved
City Administration Michael Codron August 14, 2015
Reviewer Routing List
Reviewer Name
Date Reviewed
City Attorney
jma
8/14/15
Finance & Information Technology
mwP
8/14
August 13, 2015
FROM: Michael Codron
MC
PREPARED BY: Molly Cano, Tourism Manager
2015 -16 PCC & TBID Annual Contracts with the SLO Chamber of
SUBJECT: Commerce: Public Relations, GIA Support, Phone & Availability Service;
and 2015 -17 PCC Contract with the SLO Chamber of Commerce for
Visitor Center Service
RECOMMENDATION
As recommended by the Promotional Coordinating Committee (PCC) and the Tourism Business
Improvement District (TBID), approve following agreements with the Chamber of Commerce:
Agreement Name
PCC Funding
TBID Funding
2015 -17 Visitor Center Services
$ 103,000 /year
2015 -16 GIA Support
$ 28,000
2015 -16 Public Relations Services
$ 32,000
$ 58,000
2015 -16 Phone & Availability Services
$ 31,000
Total
$163,000
$89,000
DISCUSSION
Background
On July 7, 2015, the City Council approved the 2015 -16 Community Promotions budget and
programs as recommended by the PCC & TBID. (Attachment 1). Further, the Council authorized
the City Manager to execute these agreements on behalf of the City.
During the May 13, 2015 meeting the PCC finalized the 2015 -16 budget allocations and
continued programmatic approach for GIA funding, event promotions, Visitor Services and SLO
Happenings. The Committee determined that it was of high priority to maintain contract services
with the Chamber of Commerce for Public Relations, Visitor Services and GIA Support and
decided to fully fund all of the proposals for the 2015 -16 year.
The City has contributed to the Visitors Center for many years. Through this collaboration, the
Center is open seven days a week and provides extended hours on Thursday evening during the
2015 -16 PCC/TBID Chamber Contracts Pape 2
Farmers' Market. The Chamber has relocated the Visitor Center into a highly visible and modern
location. The PCC has approved a two -year contract with the Chamber of Commerce for the
operation of the new Visitor Center. The contract period is July 1, 2015 -June 30, 2017.
The GIA contract concentrates on maximizing PR and marketing outreach, assisting the
organizations with support through the Visitor Center, posting in on- and offline events
calendars, submitting a monthly events calendar throughout town and the hotel outlets, and
offering marketing consulting to all GIA recipients. A reporting matrix is submitted in order to
showcase how organizations are utilizing the program on a monthly basis. The PCC has
approved the continuation of this contract of GIA support services in FY 2015 -16.
For the 2015 -16 FY, the TBID Board and the PCC assigned a subcommittee to look at program
elements to collaborate on and to eliminate duplication of effort. Public Relations activities were
one of the components seen as a potential candidate for collaboration. As an outcome of the
discussion, the TBID and PCC moved to recommend dividing the contract between the two
committees (60% to the TBID and 40% to the PCC) to fully fund the proposed expanded
agreement with the Chamber of Commerce to offer comprehensive PR services including
proactive and reactive measures.
In FY 2012 -13, the TBID began contracting with the Chamber of Commerce for a concierge type
service in the Visitors Center to directly serve the San Luis Obispo hotels. This service consists
of a hotel phone fulfillment and availability tracking service. This service is administered
through the Visitor Center. Over the course of the 3 years the service has gained traction and
provided personalized service for the TBID to potential visitors by serving a need the TBID
cannot fulfill on their own. The TBID has approved the continuation of this contract for Phone &
Availability Support Services in FY 2015 -16.
PCC Recommendation
At the May 13, 2015 meeting, the PCC reviewed funding proposals from the Chamber of
Commerce for the 2015 -16 annual contracts & the 2 -year Visitor Service contract. The PCC
deliberated on the proposals and ultimately recommended to fund the agreements with the
Chamber of Commerce as follows (Attachment 2):
• 2015 -17 Visitor Center Services $ 103,000 /year
• 2015 -16 GIA Support $ 28,000
• 2015 -16 Public Relations Services $ 32,000
During the July monthly PCC meeting, the committee reviewed and approved the workscopes
for the agreements. (Attachment 4)
TBID Recommendation
At the May 13, 2015 meeting, the TBID reviewed the funding proposals from the Chamber of
Commerce for the 2015 -16 annual contracts. The TBID deliberated on the proposals and
ultimately recommended to fund the agreements with the Chamber of Commerce as follows
(Attachment 3):
• 2015 -16 Public Relations Services $ 58,000
• 2015 -16 Phone & Availability Services $ 31,000
During the July monthly TBID meeting, the Board reviewed and approved the workscopes for
the agreements. (Attachment 4)
2015 -16 PCC/TBID Chamber Contracts Page 3
FISCAL IMPACT
The PCC has a contract service budget of $363,800 for 2015 -16 as outlined in the 2015 -17
Financial Plan. Thus far, $95,000 has been dedicated to GIA funding. Additionally, the PCC has
a contract with FreshBuzz Media for $28,300. They also will be in contract soon with GFL
Systems in the amount of $16,000 and the City Manager reports that agreement will soon be in
circulation. This leaves a balance of $224,500 to cover the contractual obligations with the
Chamber of Commerce amounting to $163,000.
The TBID fund has a contract service budget of $1,190,312 for 2015 -16 as outlined in the 2015-
17 Financial Plan. In its action on July 7, 2015, the City Council authorized the City Manager to
enter into various contracts for the Community Promotions program as recommended by the
TBID. At the same meeting, the Council approved the second year financing of the contract with
BCA & Studio Good for 2015 -16 in the amount of $700,000 reducing the available balance to
$490,312 which will adequately cover the Chamber of Commerce contract amounting to
$89,000.
ATTACHMENTS
1. City Council Meeting Minutes — July 7, 2015
2. PCC Meeting Minutes — May 13, 2015
3. TBID Meeting Minutes — May 13, 2015
4. Agreements:
2015 -17 Visitor Center Services
2015 -16 GIA Support
2015 -16 Public Relations Services
2015 -16 Phone & Availability Services