HomeMy WebLinkAbout25F - AGMT - REC REG SRVSREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
APRIL 18, 2017
TITLE:
AGREEMENT WITH CIVICREC FOR
ACTIVITY REGISTRATION AND SITE
RESERVATION SOFTWARE
{STRATEGIC PLAN NO. 5, 6C}
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 15' Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an agreement with CivicRec for
activity registration and 'site reservation software for the period April 19, 2017 to November 30,
2017, for installation, for a cost of $22,000, which includes a 10% contingency, and a period of
three years from December 1, 2017 to November 30, 2020 with two, one -year renewal options,
for on -going maintenance and support, for a cost of 1% of transactions with an amount not -to-
exceed $15,000 per year for a total amount not -to- exceed $97,000, subject to non - substantive
changes approved by the City Manager and City Attorney.
DISCUSSION
The City utilizes a software application to process recreational class registrations and facility
reservations for its athletic fields, recreation centers and senior centers. The current system was
purchased over 10 years ago at a cost of approximately $69,000, and an average yearly cost of
about $10,000 - $11,000 for maintenance and support. This software will be obsolete in
December 2017.
The continuing demand for these services requires an efficient, reliable system for processing
and monitoring, as well as for public convenience. The Parks, Recreation and Community
Services Agency (PRCSA) issued a Request for Proposal (RFP) in January 2017. An evaluation
committee consisting of three representatives from the PRCSA, one representative from Finance -
Treasury and one representative from Information Technology evaluated software options.
Four proposals were submitted. The evaluation criteria consisted of: Experience, Understanding,
Ease of Use, Implementation, Fee, and Technical Attributes. The results are as follows:
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Agreement with CivicRec for Activity Registration and Site Reservation Software
April 18, 2017
Page 2
Company
Score
CivicRec
412.0
DashPlatform
401.5
Active Network
375.0
PerfectMind
356.5
PRCSA is requesting to enter into an agreement with CivicRec for $22,000, which includes a
10% contingency for implementation costs. The on -going maintenance and support of the
software is based on the number of transactions, with the base percentage per transaction at 1 %.
STRATEGIC PLAN ALIGNMENT
Approval of this item allows the City to meet Goal #5 - Community Health, Livability, Engagement &
Sustainability, Objective #6 (Focus projects and programs on improving the health and wellness of
all residents), Strategy C (Integrate a variety of health and wellness programs into existing
programming at each of the city's community /recreation centers (e.g. Develop equitable health
access points)).
FISCAL IMPACT
Funds are available in the following account for the specified years:
Accounting Unit FY 17/18 FY 18/19 FY 19/20 FY 20/21 FY 21/22 FY 22/23
PRCSA- Recreation
(no. 01113230-62300) $30,750 $15,000 $15,000 $15,000 $15,000 $6,250
Jeannie Jurado
Acting Executive Director
Parks, Recreation and Community Services
Agency
Exhibit: 1. Agreement
APPROVED AS TO FUNDS AND ACCOUNT:
r
Francisco Gutierrez r
Executive Director
Finance and Management Services Agency
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CONSULTANT AGREEMENT
THIS AGREEMENT is made and entered into this 19th day of April, 2017, by and
between CivicPlus, Inc., a Kansas corporation (hereinafter "Consultant "), and the City of
Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California (hereinafter "City ").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the
field of activity registration and site reservation software including maintenance
and support (CivicRec).
B. Consultant represents that Consultant is able and willing to provide such services
to the City.
C. in undertaking the performance of this Agreement, Consultant represents that it
is.knowledgeable in its field and that any services performed by Consultant under
this Agreement will be performed in compliance with such standards as may
reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject
to the terms and conditions hereinafter set forth, the parties agree as follows:
SCOPE OF SERVICES
Consultant shall perform those services as set forth in its Proposal, attached
hereto and incorporated herein as Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for
its services, the rates and charges identified in the Pricing Schedule
attached hereto and incorporated herein as Exhibit B. The total sum to
be expended under this Agreement for installation (from April 19, 2017
through November 30, 2017) shall not exceed $22,000 which includes a
10% contingency.
b. Thereafter, from December 1, 2017 through November 30, 2020 (plus
any renewal periods) Compensation shall be at a cost of 1% per net
transaction with an amount not to exceed $15,000 per year ( "Cap ") for
on -going maintenance and support. The total amount for the entire
Agreement Term including the renewal options shall not exceed $97,000.
C. City shall notify Consultant in writing when ninety percent (90 %) of the
Cap has been reached at any time during the Term of this Agreement. It
is agreed that upon reaching the ninety percent (90 %) threshold
mentioned above, the Parties shall meet to discuss amending the
Agreement to increase the Cap in order to cover the services for the
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remaining Term of the Agreement. If no agreement can be reached
between the parties regarding an amended Cap prior to provision of
services with an aggregate value equal to the Cap, then this Agreement
may be terminated upon written notice.
d. Payment by City shall be made within forty -five (45) days following receipt
of proper invoice evidencing work performed, subject to City accounting
procedures. Payment need not be made for work which fails to meet the
standards of performance set forth in the Recitals which may reasonably
be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on
November 30, 2020, with two (2) additional one -year renewal options exercisable by the
City Manager and the City Attorney, unless terminated earlier in accordance with Section
15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended
nor shall it be construed to create an employer- employee relationship, a joint venture
relationship, or to allow the City to exercise discretion or control over the professional
manner in which Consultant performs the services which are the subject matter of this
Agreement; however, the services to be provided by Consultant shall be provided in a
manner consistent with all applicable standards and regulations governing such services.
Consultant shall pay all salaries and wages, employer's social security taxes,
unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
S. OWNERSHIP OF MATERIALS
This Agreement creates a non - exclusive and perpetual license for City to copy,
use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual
property embodied in plans, specifications, studies, drawings, estimates, and other
documents or works of authorship fixed in any tangible medium of expression, including
but not limited to, physical drawings or data magnetically or otherwise recorded on
computer diskettes, which are prepared or caused to be prepared by Consultant under
this Agreement ( "Documents & Data "). Consultant shall require all subcontractors to
agree in writing that City is granted a non - exclusive and perpetual license for any
Documents & Data the subcontractor prepares under this Agreement. Consultant
represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be
limited in any way in its use of the Documents and Data at any time, provided that any
such use not within the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
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maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described below:
a. Commercial General Liability Insurance. Consultant shall maintain
commercial general liability insurance naming the City, its officers,
employees, agents, volunteers and representatives as additional
insured(s) and shall include, but not be limited to protection against
claims arising from bodily and personal injury, including death resulting
therefrom and damage to property, resulting from any act or occurrence
arising out of Consultant's operations in the performance of this
Agreement, including, without limitation, acts involving vehicles. The
amounts of insurance shall be not less than the following: single limit
coverage applying to bodily and personal injury, including death resulting
therefrom, and property damage, in the total amount of $1,000,000 per
occurrence, with $2,000,000 in the aggregate. Consultant shall supply
City with a fully executed additional insured endorsement in substantially
the form attached hereto as Exhibit C upon execution of this Agreement.
Business automobile liability insurance, or equivalent form, with a
combined single limit of not less than $1,000,000 per occurrence. Such
insurance shall include coverage for owned, hired and non -owned
automobiles.
C. Worker's Compensation Insurance. In accordance with the provisions of
Section 3700 of the Labor Code, Consultant, if Consultant has any
employees, is required to be insured against liability for worker's
compensation or to undertake self- insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to
obtain and maintain any employer's liability insurance with limits not less
than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or
engineer: Professional liability (errors and omissions) insurance, with a
combined single limit of not less than $1,000,000 per claim with
$2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by
Consultant pursuant to this section:
(i) Consultant shall maintain all insurance required above in
full force and effect for the entire period covered by this
Agreement.
(ii) Certificates of insurance shall be furnished to the City upon
execution of this Agreement and shall be approved by the
City.
(iii) Certificates and policies shall state that the policies shall
not be canceled or reduced in coverage or changed in any
other material aspect without thirty (30) days prior written
notice to the City.
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If Consultant fails or refuses to produce or maintain the insurance
required by this section or fails or refuses to furnish the City with required
proof that insurance has been procured and is in force and paid for, the
City shall have the right, at the City's election, to forthwith terminate this
Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination.
Consultant waives the right to receive compensation and agrees to
indemnify the City for any work performed prior to approval of insurance
by the City.
INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, Its officers,
agents, employees, consultants, special counsel, and representatives from liability: (1) for
personal injury, damages, just compensation, restitution, judicial or equitable relief arising
out of claims for personal injury, including death, and claims for property damage, which
may arise from the direct or indirect operations of the Consultant or its contractors,
subcontractors, agents, employees, or other persons acting on their behalf which relates
to the services described In section 1 of this Agreement; and (2) from any claim that
personal injury, damages, just compensation, restitution, judicial or equitable relief is due
by reason of the terms of or effects arising from this Agreement. This indemnity and hold
harmless agreement applies to all claims for damages, just compensation, restitution,
judicial or equitable relief suffered, or alleged to have been suffered, by reason of the
events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by
the City, regarding any action by a third party challenging the validity of this Agreement,
or asserting that personal injury, damages, just compensation, restitution, judicial or
equitable relief due to personal or property rights arises by reason of the terms of, or
effects arising from this Agreement. City may make all reasonable decisions with respect
to Its representation in any legal proceeding.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, Its officers, agents,
representatives, and employees against any and all liability, including costs, for
infringement of any United States' letters patent, trademark, or copyright infringement,
including costs, contained in the work product or documents provided by Consultant to
the City pursuant to this Agreement.
Consultant shall keep records and invoices in connection with the work to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs Incurred under this Agreement and any services,
expenditures, and disbursements charged to the City for a minimum period of three (3)
years, or for any longer period required by law, from the date of final payment to
Consultant under this Agreement. All such records and invoices shall be clearly
identifiable. Consultant shall allow a representative of the City to examine, audit, and
make transcripts or copies of such records and any other documents created pursuant to
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this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period
of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and /or proprietary, Consultant
agrees that it shall not use or disclose such information except in the performance of this
Agreement, and further agrees to exercise the same degree of care it uses to protect its
own information of like importance, but in no event less than reasonable care.
"Confidential Information" shall include all nonpublic information. Confidential information
includes not only written Information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by
any subsidiary and /or agent of the other party is covered by this Agreement. The
foregoing obligations of non -use and nondisclosure shall not apply to any information
that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the
Consultant without an obligation of confidentiality; (d) is required to be disclosed by
operation of law; or (e) is independently developed by the Consultant without reference
to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have
interests, direct or indirect, which would conflict in any manner with performance of
services specified under this Agreement.
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in
person or mailed by first class or certified mail, postage prepaid, or sent by fax or other
telegraphic communication in the manner provided in this Section, to the following
persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M -30)
P.O. Box 1988
Santa Ana, CA 92702 -1988
Fax(714)647 -6956
Copies to:
Executive Director — Parks & Recreation Services Agency
City of Santa Ana
20 Civic Center Plaza (M -23)
P.O. Box 1988
Santa Ana, California 92702
Phone (714) 647 -4220
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EEO
City Attorney
City of Santa Ana
20 Civic Center Plaza (M -29)
P.C. Box 1988
Santa Ana, California 92702
Fax 714- 647 -6515
Consultant: CivicPlus, Inc.
302 South 4t' Street, Suite 500
Manhattan, Kansas 66502
Fax (785) 587 -8951
A party may change its address by giving notice in writing to the other party.
Thereafter, any communication shall be addressed and transmitted to the new address.
If sent by mail, communication shall be effective or deemed to have been given three (3)
days after it has been deposited in the United States mail, duly registered or certified,
with postage prepaid, and addressed as set forth above, If sent by fax, communication
shall be effective or deemed to have been given twenty -four (24) hours after the time set
forth on the transmission report issued by the transmitting facsimile machine, addressed
as set forth above. For purposes of calculating these time frames, weekends, federal,
state, County or City holidays shall be excluded.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the
City and Consultant, and supersedes any and all other agreements, oral or written,
between the parties. In the event of a conflict between the terms of this Agreement and
any attachments hereto, the terms of this Agreement shall prevail. This Agreement may
not be modified except by written instrument signed by the City and by an authorized
representative of Consultant. The parties agree that any terms or conditions of any
purchase order or other instrument that are inconsistent with, or in addition to, the terms
and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this
Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on
behalf of any party, which are not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of
Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest
herein without the prior written consent of the City and any such assignment, transfer,
delegation or subcontract without the City's prior written consent shall be considered null
and void. Nothing in this Agreement shall be construed to limit the City's ability to have
any of the services which are the subject to this Agreement performed by City personnel
or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written
notice of termination. In such event, Consultant shall be entitled to receive and the City
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shall pay Consultant compensation for all services performed by Consultant prior to
receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require
Consultant to deliver to the City all work product completed as of such
date, and in such case such work product shall be the property of the City
unless prohibited by law, and Consultant consents to the City's use
thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex,
marital status, sexual orientation, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, In the recruitment, selection, training, utilization,
promotion, termination or other employment related activities. Consultant affirms that it is
an equal opportunity employer and shall comply with all applicable federal, state and local
laws and regulations.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and
the validity, interpretation, performance, and enforcement of any of the clauses of this
Agreement shall be determined and governed by the laws of the State of California. Both
parties further agree that Orange County, California, shall be the venue for any action or
proceeding that may be brought or arise out of, in connection with or by reason of this
Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary
licenses, permits, approvals, waivers, and exemptions necessary for the provision of the
services hereunder and required by the laws and regulations of the United States, the
State of California, the City of Santa Ana and all other governmental agencies.
Consultant shall notify the City immediately and in writing of its inability to obtain or
maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall
be cause for termination of this Agreement.
19. INTELLECTUAL PROPERTY AND OWNERSHIP
Intellectual Property of any software or other original works created by
Consultant prior to the execution of this Agreement ( "Consultant Property ") will remain
the property of Consultant. City shall not (i) license, sublicense, sell, resell, transfer,
assign, distribute or otherwise commercially exploit or make available to any third party
any Consultant Property in any way; (ii) modify or make derivative works based upon
any Consultant Property; (iii) "Frame" or "mirror" any Consultant Property administrative
access on any other server or wireless or Internet -based device; or (iv) reverse engineer
25F -9
or access any Consultant Property in order to (a) build a competitive product or service,
(b) build a product using similar ideas, features, functions or graphics of any Consultant
Property, or (c) copy any ideas, features, functions or graphics of any Consultant
Property.
20. MISCELLANEOUS PROVISIONS
Each undersigned represents and warrants that its signature hereinbelow
has the power, authority and right to bind their respective parties to each
of the terms of this Agreement, and shall indemnify City fully, including
reasonable costs and attorney's fees, for any injuries or damages to City
in the event that such authority or power is not, in fact, held by the
signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated
as if fully set forth in the body of this Agreement.
(Signatures on Following Page}
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
MARIA D. HUIZAR
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By: i
LISA STORCK
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
CITY OF SANTA ANA
GERARDO MOUET
Acting City Manager
CONSULTANT
JEANNIE JURARDO BY:
Acting Executive Director TITLE:
Parks & Recreation Services Agency
Tax ID#
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EXHIBIT A
PROPOSAL / SCOPE OF SERVICES
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_"r h
a�5
Executive Summary
LE
We realize this is a competitive situation and ask that you keep the following points in mind as you evaluate potential
technology vendors:
■ CivicRec is a fully mature product; it is not a "framework" or "toolkit" or "vaporware ".
■ We do not believe any of our competitors can match the nimble, modern, and affordable solution that is
CivicRec. Review sites like Capterra.com are a good testament to this.
■ We have a track record of not only supporting our product, but also evolving it, so it consistently stays at
the forefront of design, usability, and capability. Please compare the CivicRec solution it to other products
out there so you get a sense of not only what it does, but also how it feels.
_ .............. ................._.........,... ..................,...,..._...............,_,..,.......... ................ .......
.._.....
■ Our solution is specifically developed for parks and recreation. CivicRec is not a product that has been
adapted from some other industry,
_..._ .............._..... ................_ ................................
.................,...................... ............._.,..........._...
■ We will work with you closely to ensure your implementation meets Santa Ana's business requirements.
■ In order to keep our products fresh, CivicRec encourages our clients to submit product enhancement
requests through an online ticket tracking system. We regularly accept and incorporate client feedback,
which benefits our entire user base at no cost.
■ All modules are available to all clients all the time at no additional cost.
_....,.....,._ ......................._.. , .............. ........ ...... ._ _..... ........
® All software updates (product enhancements) are available to all clients at no additional cost. You will
always have brand new software!
CivicRec software is ready for immediate use by our clients. In addition, multiple product enhancements are released
every year to continually develop and improve the product as a top priority. We want both our customers, and our
customers' customers (the public), to experience a product that feels clean, is powerful, is actively managed, and is
well- supported.
q
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Proposal
Clients and Experience
EXPERIENCE AND CAPABILITY
m CivicRec is a fully mature product with hundreds of implementations at departments of all sizes.
a CivicRec is not a product that has been adapted from some other industry. Parks and recreation has been our
sole focus for the past ten years, and we have implemented hundreds of best practice product suggestions
from the parks and recreation user community.
n Our solution is web - based, hosted, and PCI cornpliant.
• There is nothing for the City to install - no software or hardware.
• Our implementations are fast ( -12 weeks but can be accelerated, if desired).
• Our pricing model is very simple, and we do not charge extra fees for support or maintenance.
• We provide a monthly release. Our solution is an SaaS solution and there are no additional upgrade fees. All
software updates are available to all clients, every month. The City will always have brand new software!
CALIFORNIA CLIEN'f5
• Big Bear Valley Recreation and Park District, Big Bear
Lake
• City Of Alhambra - Community Services Department
• City of Anaheim
• City of Arcadia
• City of Beverly Hills
• City of Cyprus
• City of Kerman Recreation & Community Services
• City of La Mirada Community Services
• City of Laguna Beach
• City of Lake Elsinore
• City of Martinez, Martinez
• City of Ontario Recreation & Community Services
• City of Pittsburg
• City of Porterville Parks & Leisure Services
• City of Santa Clarita
• City of Temecula
• Crafton Hills College, Yucaipa
12
• Del Norte County Recreation, Crescent City
• Easton Archery Center of Excellence, Chula Vista
• Easton Van Nuys Archery Center, Van Nuys
• Elings Park, Santa Barbara
• Joshua Tree Recreation and Park District
• Kensington Community Council
• LA Mavericks, Agoura Hills
• Monterey Peninsula Regional Park District, Monterey
• Mountain House Community Services District
• Rim Of The World Recreation and Park District,
Rimforest
• Sacramento County Regional Parks
• Tehachapi Valley Recreation and Park District
• Town of Moraga
• Tuolumne County Recreation Department, Sonora
• Union City
• Valley Wide Recreation & Park District, San Jacinto
• Wasco Recreation and Parks District
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Company Overview
CivicPlus' focus to help local governments work better
and engage their citizens through their web environment
began In 1994 in Manhattan, Kansas by the Owner, Ward
Morgan. Icon Enterprises d /b /a CivicPlus became a
Kansas Corporation in 1998 and we are still headquartered
in this vibrant university town where our team of over
200 professionals develop and deliver superior web
technology, human resources efficiency and emergency
mass notification solutions for our clients.
We've steadily grown over the last 20+ years and have
honed our skills working with municipal organizations
across the US and Canada - helping them streamline their
daily work and better inform and connect their communities.
CivicRec, a CIVICPILIS company, has 10+ years of experience and is designed specifically to meet the needs
of municipal parks and recreation departments. CivicRec strives to provide recreation departments and their
customers (the public) with a modern, intuitive interface that is powerful, well - managed, and actively supported.
Our parks and recreation software has been implemented using hundreds of best practice product suggestions
from numerous districts and departments from across the country.
Ultimately, CivicPlus is a company that's about amazing people doing amazing things. CivicPlus continues to
implement new technologies and services to maintain the highest standards of excellence and efficiency for our
clients, their 55,000+ internal users and the 60 million online visitors (and counting!).
CivicPlus also offers solutions to meet your website, human resources and mass notification needs.
COMPANY & CONTACT INFORMATION
Will Spicer
Contact Information Sr Regional Sales Manager Primary Office
spicer@civlcplus.com
Direct Line 785 -323 -4772
Legal Name
CivicPlus, Inc.
Company Founder
Incorporated In
State of Kansas
Date Incorporated
Company Website
www.CivicPlus.com
Purchasing Vehicles
14
25F -17
302 S. 4th Street, Suite 500
Manhattan, KS 66502
Toll Free 888 - 228 -2233
Fax 785 -587 -8951
Ward Morgan,
Owner / Chairman of the Board
June 1998
GSA Contract R GS- 35F -0124U
TIPS /TAPS Contract 8 2092613
CMAS Contract # 3- 13- 70 -2966A
Interlocal Purchasing
Organization Chart Ca
The proposed services will fit seamlessly into
our time - tested development and support
processes. As a company that focuses solely
on providing goverment entities with web
solutions, we know we can provide the
Agency with the recreation management
system you are looking for.
15
25F -18
Tim Grant
Director of Sales
Mark Friesen
Director of Marketing
L-U
Landon Schenck — General Manager of CivicRec
Landon has over 20 years of software development experience, including developing the CivicRec software from the ground up.
Landon manages CivicRec product strategy and overall vision for CivicRec and also continues to personally engage with larger
customers during their implementation process.
Education Resume
BBA Management Information Software Developer
Systems General Manager of Recreation
Software
20+ Years of Experience
IT Consulting
Product Design & Developement
Custom Software Development
Adam [clock — Manager of Project Administration
Adam leads our project management team. This team oversees inter - departmental and client interactions assuring that your
project will be developed in a timely manner by professional website experts.
Education
BS Business Administration
Management
Economics
Resume
Lead Project Manager
Financial Services
S+ Years of Experience
Project Management
Business Management
Team Building
Customer Service
Amanda Felber - Assistant Manager of Content Development
Our expert content developers' goal is to migrate and arrange content for usability that exceeds the expectations of citizens and
local government. Amanda's content development team strives to deliver a website on schedule that is easily understood, ADA
compliant for Section 508 and WCAG Level A & AA, and can be efficiently maintained.
Education Resume
7+ Years of Experience
BA in Psychology Content Developer II
Customer Service
Minor in Writing Lead Content Developer
Team Building
Coursework in Editing, Business,
Leadership Coaching
and HTML
WCAG /ADA Compliance
Web Best Practices for Usability
Jim Flynn — Chief Systems Architect
Jim coordinates and manages our in- house experts on the technical aspects of your project development. Jim also leads our
hosting and security services to ensure your systemis safe, maintained, and remains updated.
Education Resume 18+ Years of Experience
BA Computer Information System Architect Cyber Security
Systems Information Technology Director Network Infrastructure
System and Software Architecture
Jim Steffensmeier— Manager of Training and Consulting
From consulting services to content development to technical specifications, our consulting and training department will assist
you in developing the right message in the right way by the right team. He will coordinate his team of professionals to deliver the
consulting and training services you need to achieve success.
Education Resume 10+ Years of Experience
MA in Education /Adult Education Training Customer Service
& Training Consulting Best Practices & Website
BS in Psychology Optimization
AA In Business Management US Army Veteran
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CivicRee RMS
Recreation Management Software
CivicRec understands the City of Santa Ana is seeking a fully hosted RMS to
provide your staff and customers with the greatest service in the industry.
The City wants to provide its citizens with excellent customer service both in
person and online with the use of a RMS that controls daily recreation program
administration and registration, facility and field reservations, and payment
processing and reporting.
We will provide Santa Ana with an integrated web - based, hosted application
recreation management system that is comprehensive, efficient, and modern.
In addition, CivicRec, is fully scalable to allow for future growth and is easily
deployed to all functional areas of the City of Santa Ana.
Activity Registration
Modules
ACTIVITY REGISTRATION
Quickly create programs, indicate flexible pricing, attach waivers and prompts, and assign instructors.
Then, easily take registrations in -house or allow your public to register on the device of their choice,
including mobile. Our software utilizes load balanced servers and can be scaled to accommodate any
volume.
a Register multiple household members at once a Resident /non- resident determination
■ Merchant account integration
w Branded receipts
* Receipts and permits emaiked after checkout
■ In -house Staff (with permissions) can alter
fees, pro -rate, and leave balances
n In -house payments can be spread across
multiple payment types
Registrations accepted securely through the
web
c Online registration page styled to match
department website
• Social networking integration
• Pay balances online
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M
Site Reservation
FACILITY RESERVATIONS
All facility functions in CivicRec are completely integrated. Generate and email complex permits,
schedule programs, take in -house and online reservations, and schedule leagues and meetings... all
without fear of double bookings! Grid views and map based bookings also make campsite reservations a
breeze.
• A master calendar gives client staff a quick and easy way to view facility availability
• Rentals or admin reservations
• Reservations for scheduled activities such as head -to -head league games
• Waivers, prompts, and forms
• Recurring bookings
• Quickly adjust rentals R,
• Easy refundable deposit tracking k
a
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Financial Reporting/ Financial
Interface
FINANCIAL REPORTING /ACCOUNTING
Syste m c,
CivicRec has a very powerful reporting engine. There are dozens of standard reports in CivicRec. However,
staff can basically take any report and customize it to their liking. Filters can be added and /or removed.
Fields can be added and /or removed. Reports can be sorted, saved, emailed, exported, or scheduled for
regular delivery to any email address. CivicRec will gladly take any reasonable reporting request from the
City and ensure that it is made available as requested.
• Over 100 canned reports
• Completely customizable filters and report fields
• Export to Excel
• Quick email capabilities for displayed reports
• Custom report saving for future use
• Scheduled reports for email delivery to any email address at any time
FINANCIAL SYSTEM INTERFACE
We can produce an extract that adheres to Tyler's Eden import specification, which should allow you to
import the file directly into Tyler. We can also configure the extract to be called via web service in the
event the City of Santa Ana wants to script an automatic import process.
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Online Registration and Payments CP
ONLINE ACTIVITY REGISTRATION
CivicRec strives to have the most user - friendly registration experience on the market. Our pricing model
(transaction based) demands that we do!
e Registrations accepted securely through the web
• Registration page styled to match department website
• Register multiple household members at once
• Social networking integration
• Pay balances online
• Present users with waivers and prompts
• Merchant account integration
• Branded receipts
• Receipts and permits emailed after checkout
POIN'r OF SALE
CivicRec's Point -of -Sale screen makes it easy for staff to quickly sell merchandise, enroll participants, and
reserve facilities — all in the same cart! It even plugs right in with your cash drawers, barcode readers, receipt
printers, and credit card readers. Integrated inventory control will tell you how many of each item are
available at each of your locations.
• Manage product categories
• Flexible pricing
• Touch screen friendly
r Cash drawer and receipt printer interface
* Inventory management (on roadmap)
® Single checkout experience with program
registrations and facility rentals
WA
• Multi -level tax support
• Tax can be included in the price or tacked
onto total
4 Inventory management
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Additional Functionality
MOBILE FOR YOUR PUBLIC AND YOUR STAFF
When users register through CivicRec, they get the same
great experience on their phone /tablet that they're used to
experiencing on their desktops. The mobile experience
supports all the same waivers, prompts, discounts, and
add -ons that the desktop version does. We always try to
adhere to industry standards to ensure access by all
customer populations.
• Mobile Responsive
• No annoying app update or installation
• Social networking integration
• OR Code Support
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Credit Card Processing CP
MERCHANT OPTIONS / CREDIT CARD PROCESSING
CivicRec has multiple credit card processing options. The City may elect to have CivicRec serve as the
merchant of record for credit card processing. Santa Ana may elect to use its own merchant account, in which
case, CivicRec can be integrated. If the City desires its own merchant account, but needs to shop for a new
one, CivicRec can provide a reference to our well- regarded processing partner.
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Project Schedule
Schedule
Provided is an illustrative development timeline for the City of Santa Ana. Our average implementation
timeframe is 12 weeks. If the City has implementation, training, or integration needs that require a longer
timeframe, we're happy to adjust accordingly. No two customers have the exact same schedule. Factors
like "all -in" versus a "scaled rollout" approach, not to mention Santa Ana's own scheduling needs, will
factor into the final implementation schedule.
Interface /Data Requirements
Gathering
Module Configuration /Basic
Account Setup
Integration Development
End User Training
System Testing /Issue Resolution
Go Live
i
CivicRec can begin Project Initiation as soon as contract signature is complete. The start date is driven
by the City's preference, and we can add specific dates to our 12 -week project plan when the City of
Santa Ana confirms a start date. A CivicRec implementation is not complicated with our comprehensive
base products and minimal customization requests. We can accommodate more advanced customization
requests, but such requests may extend your implementation schedule.
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Project Approach
APPROACH
A Project Manager will be assigned to the City to ensure that milestones are met, staff are trained,
issues /considerations are addressed, and that Santa Ana has a painless startup process. CivicRec
implementations are typicaly straightforward. However, if a client wishes to incorporate custorizations
prior to initial launch, your Project Manager will be there to help you at any point. Please note that
customizations may extend the implementation timeline.
A Solution Consultant will be available to work with the City of Santa Ana on implementation activities.
Your Solution Consultant will drive the end -to -end implementation process and will conduct training
both for lead staff and frontline staff. A detailed Project Plan will be utilized by your Solution Consultant
to facilitate project activities and track milestones. The Project Plan will outline the type of activity, the
purpose of the activity, the resources required for the activity, and any associated documents specific to
the activity.
EXAMPLE PROJECT PLAN
The following Project Plan for the Kick -off Phase is provided as a sample. We will be able to disclose a
complete and more detailed project plan upon selection as a finalist.
ACTIVITY PURPOSE RESOURCES DOCUMENTS
Task Communicate tasks necessary in
preparation for Kick -off
Meeting/ a Introduce Project Teams
Call a Define Roles
m Review Statement of Work
Meeting/ m Review Draft Project Timeline
Call N Establish Onsite Training Dates
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CivicRec PM CivicRec: Kick -off
Checklist
CivicRec PM
Client PM
CivicRec PM CivicRec: Project
Client PM Plan
Project Approach
DATA MIGRATION
At the City of Santa Ana's request, CivicRec can convert content from the City's current database,
including accounts with credits, accounts with balances, future bookings, and active memberships. We
have a number of custom developed scripts and libraries that we leverage for data imports. The amount
of effort is dependent upon the type of data (e.g., user data imports are typically straightforward, yet
historical transactions are often time consuming to import). After a more detailed discussion with the
City, we can recommend options for extracting and saving data from Santa Ana's current database.
INTEGRATION DEVELOPMENT
There are several integration capabilities that the City may choose to leverage:
a CivicRec can provide integration to Santa Ana's selected payment gateway (for credit card
processing).
Additionally, we can also produce a GL extract compatible with the City's financial system. We
have interfaced with a number of different systems and are confident that we can produce a file
compatible with yours.
® Finally, the City of Santa Ana may opt to have CivicRec integrate with its GIS system for purposes of
local resident determination.
TRAINING PLAN
We recommend a train- the -user approach in most cases with hands -on training for participants. Users
learn the system much more quickly when they're entering actual data during the training sessions.
CivicRec offers limited remote training as well as onsite training. Remote training is typically better suited
to smaller or seasonal groups...or maybe as a refresher session to larger groups. Groups with diverse
operations and large numbers of employees, such as the City of Santa Ana, would be better suited for
onsite training.
Two days of on -site training conducted over one trip to Santa Ana is estimated for this project. The
specific training plan will be customized to meet your specific needs. We typically break training up by
our modules (Registration, POS, Rentals, Reporting, etc.). Sometimes a client may instead ask for training
according to job role, which can easily be done. Classes with more than 20 users tend to lose their
effectiveness. We will also make sure any of your last minute questions are answered before Go Live.
Note: We do not offer system administrator training as that is handled by CivicRec as part of our service.
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SYSTEM TESTING /ISSUE RESOLUTION
CivicRec is ready to go off - the - shelf. In some situations, our clients have asked for either software
enhancements or for Custom code specific to their needs. If customizations are requested (note: an
additional fee may apply), then we will work with you to fully understand your requirements prior to
beginning work. If the City wishes to test the custom code changes, then we will provide a testing
environment in which you can review the new functionality and provide sign -off prior to moving the code
to production.
TRANSITION TO PRODUCTION
During the 12 -week implementation period, Santa Ana and CivicRec will work together to import and/
or configure production data, develop and test integration to third party systems, and complete system
training with your lead and frontline staff. The City will also have begun your marketing promotion for the
new site and online registration. During Week 12, CivicRec will complete a final data import (if required)
and Santa Ana will ensure the site is fully configured and ready for launch. Once the City has indicated
a Go for launch, you will place a new link on your site which will redirect your customers to CivicRec.
During this time, CivicRec is available to be on site with you or can be available remotely for immediate
assistance should the City of Santa Ana desire.
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Pricing Overview
To clarify our pricing, we offer the following overview of our cost structure.
PRICING MODEL
CivicRec utilizes a transaction -based pricing model of 1% per net transaction. Customers are invoiced
at the end of each month for the prior month's net transactions. If desired, CivicRec can also consider
alternate pricing structures. The City of Santa Ana may prefer to negotiate an annual fixed fee that
approximates 1% of riot annual transactions. Or, the City may prefer fixed monthly payments or may
prefer to establish a cost structure where fees are passed along to end users in the form of Convenience
Fees,
LICENSES /USERS
All customers on the CivicRec system receive the entire system with no licenses to purchase or update.
CivicRec does not price per -user. There is no price increase or limit to concurrent users.
MERCHANT PROCESSING
Customers do have the option of using their own merchant account if they choose. For departments that
do not have an existing merchant account, there is an option for CivicRec to collect and disburse all credit
card monies. A Percentage + Transaction Fee (3 %+ $0.30 per transaction) applies. This fee is assessed
separately from the software fee of 1 %. Convenience fee options are also available for passing along
merchant fees.
PROFESSIONAL SERVICES INVOICING
Professional services are invoiced separately from Software /Merchant invoices. Santa Ana will not owe any
money for solicited services until the services are certified to have been completed in full.
INVOICING
Unless contracted otherwise, CivicRec invoices on a monthly basis. On the first of each month, CivicRec
will initiate an electronic invoice that includes Software Fees (based on the prior month's Net Revenue)
and also Merchant Fees (if applicable). Standard payment terms are Net 30.
HARDWARE
CivicRec does not sell hardware but will happily work with the City of Santa Ana to identify and procure
hardware that is known to be compatible with the CivicRec system.
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Technical Attributes CP
Is your product offered as a hosted or on- premise solution?
CivicRec is cloud -based and utilizes a transaction -based pricing model. There are no minimum
requirements to run CivicRec. It's cloud -based and simply requires a reasonably modern PC with internet
access. We recommend running it on a high speed internet connection.
Will the City own a perpetual license to the software?
Yes. During the lifetime of the contract, CivicRec will handle all server -side maintenance, backups,
replication, PCI compliance, fixes, patches, and software upgrades. All maintenance, hosting, and product
upgrades are included at no additional cost beyond the net transaction fee per month.
Will the City own and have direct access to the database?
Yes.
Does your firm provide the ability to export the database for the City to archive locally?
Yes.
Does your product have pre -built API's for integration with other systems?
Yes.
Does your firm provide development, testing, and production environments?
Yes. We would like to offer the City of Santa Ana the opportunity to access a CivicRec sandbox
environment so the City can trial the product during the software evaluation process. The sandbox will
mirror the production environment and will include all CivicRec capabilities. It's important that the City
understand exactly what you're getting prior to signing up. We can also offer the assistance of a CivicRec
Solution Consultant during this period to ensure you are getting the most out of the sandbox.
How are updates and patched applied to the system?
CivicRec currently utilizes a monthly release schedule. The City of Santa Ana can expect to receive an
average of one new feature per month. We also try to release a new major module quarterly. If bugs are
identified, those are "hotfixed" into production and do not await our standard release dates.
What are yopur support levels and hours?
CivicRec has formalized support procedures that involve the following Tiers:
Tier 1: Simple usability issues and 'How do T questions
Tier 2: Complex functional questions
Tier 3: Technical issues
During regular support hours, we try to have at least six resources available across all tiers. Staff range in
experience from 1 to 5 years of supporting the CivicRec product. There is an escalation procedure that is
followed by all staff from the initial reception of the issue to its successful resolution. Communication is
maintained with the Client throughout the process.
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Technical Attributes Ca
Does your product support Active Directory/ LDAP integration for single sign-on?
CivicRec is currently developing Active Directory integration. This feature will be made available to the
City once it is released. Professional service fees may apply for Active Directory implementation.
Does your system provide SSL encryption?
Yes. An SSL cerfiticate can be provided if needed.
Does your product support a browser -based client?
Yes.
Does your system support the leatest versions of Microsoft Internet Explorer, Microsoft Edge, Google
Chrom, Firefox, and Apple Safari?
Yes.
Does your system require and browser plug -ins?
No.
Does your system utilize HTML5?
Yes.
Does your system's user interface provide a responsive design for adjusted layouts on mobile devices?
Yes.
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Technical Support CP
Support
CivicRec is an internet- based; fully hosted software solution. We will handle all of the server -side
maintenance, backups, replication, PCI compliance, fixes, patches, and software upgrades. All
maintenance, hosting, and product upgrades are included at no additional cost within the net transaction
fee per month.
CivicRec processes standard support requests from 9am -6pm Eastern, Monday- Friday (excluding
holidays). Emergency support is offered 24/7.
A toll free number will be provided to you upon contract signing at no cost. We also offer an online
support system for users to submit software issues or requested enhancements. For emergencies, users
may either call CivicRec or enter an emergency ticket into the system. Emergency tickets include any
CivicRec issue that is causing a disruption to your ability to use our system (Le., the website is down).
These issues are addressed immediately. Additionally, CivicRec is available to be on site with you when
needed (travel expenses may be incurred).
CivicRec also maintains a product Knowledge Base where users can review articles and can get tips on
best practices. The Knowledge Base is also where we store Release Notes and PCI certificates.
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Features & Functionality
Hardware
The City may opt for a variety of hardware peripherals to enhance the CivicRec experience. CivicRec
can be integrated with magnetic stripe readers, barcode readers, thermal printers, cash drawers and
more. While CivicRec does not provide this hardware, we are happy to assist with procurement and
implementation.
Release / Upgrade Schedule
CivicRec currently utilizes a monthly release schedule. The City of Santa Ana can expect to receive an
average of one new feature per month. We also try to release a new major module quarterly. If bugs are
identified, those are "hotfixed" into production and do not await our standard release dates.
CivicRec is an SaaS solution and all customers are on the same code base. Product enhancements
are provided on an ongoing basis to our clients at no additional charge. Many, if not most, of these
enhancements originated from a customer enhancement request that was applied to base product and
made available to all CivicRec customers.
System changes are communicated via our website (users will see a notice upon login). For major changes
that may require additional staff training (e.g., a brand new module is being released), we will notify the
City in advance and schedule the rollout with you as appropriate,
We base our roadmap on requests from our customers as well as on our own internal product goals, We
maintain a roadmap request system that allows for customers to request changes and to up /down vote
ideas that are under consideration,
PCI Compliance
For credit card security, CivicRec maintains PCI compliance through an Approved Scanning Vendor
(ControIscan). We are scanned monthly and provided a quarterly certificate of compliance. Our customers
are provided a copy of that certificate for use in their own PCI Compliance,
We also try - when possible - to take CivicRec (and you) completely out of PCI scope by leveraging
"hosted" payment pages when available. Many payment gateways have payment forms that can be
embedded within CivicRec (or that the browser can be redirected to) that ensure card data never touches
the CivicRec servers. Instead, the card data is Keyed directly into the payment gateway's form, and
CivicRec simply receives a notification that the payment was successfully made.
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Hosting & Security Ca
Data Center /Security
CivicRec utilizes industry standards, insurance requirements, and PCI requirements to ensure that CivicRec
is only accessed in the manner it's intended to be accessed and by people who are authorized to do so.
Methods include:
• Physical security at our Tier I data centers (Codero, TeIX, and Rackspace)
• Server firewalls
• Anti -virus scanning
• IP logging and filtering
• Application security monitoring
All data centers provide a network operation center with 24/7/365 monitoring of the data center
environment, system availability, and performance. The data centers are SSAE 16 compliant.
For user security, the CivicRec will assist Santa Ana in configuring user levels and assigning users to those
groups. Thousands of permissions can then be configured on a group by group basis. Most permissions
apply on individual pages, but some also apply to specific functions within a page (buttons, fields, etc).
CivicRec will guide the City through this process as part of Training & Implementation.
Disaster Recovery /Redundancy
CivicRec has policies and procedures in place to ensure continuity and disaster recovery. We utilize local,
replicated servers to ensure that copies of data, software, and files are always available and up to date.
These servers can be rolled over in the event of hardware failure or other local issues. In addition, we
have a multi -times per day process that encrypts backups and sends them offsite for purposes of disaster
recovery. This process ensures that we can reconstitute our entire product and underlying data structure
with limited downtime and loss of data ... even in the event of catastrophe.
Data Backup and Archive
The City of Santa Ana can export data as needed in the standard reporting tool. If the City has elevated
data retention requirements, CivicRec can have a scoping session with Santa Ana to address those.
Professional Services fees may apply to custom configurations /capabilities.
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Features & Functionality
MEMBERSHIP MANAGEMENT
Customer Management in CivicRec is particularly easy. Associate photos and avatars with users for use on
membership cards and system profiles. Staff can see a history of all of the account's transactions. Leave
credit /debit cards on file for future and
LEAGUE MANAGEMENT
recurring payments. Perform other
functions like sending invoices, merging
accounts, and more.
Easily sell memberships and punch
cards, take photos of members,
print cards or associate barcode key
tags, and check people into a facility.
CivicRec will even help you auto -bill
your members to ensure everyone stays
paid and current.
Athletics staff can easily create leagues, draft players, assess skills, and generate schedules. Public facing
"Scores and Schedules" pages can be linked to directly from your website so that your public always has
up to date information about their leagues. We are continuing to evolve these tools including an exciting
"Parent /Player Portal" that will make it even easier for participants to follow their leagues.
• Team or individual signup
• Assessments
• Auto - scheduling with drag - and -drop adjustments
• Drag - and -drop drafting
• Enter in game results
• Schedules, scores, and standings available by link from your website
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OLWA
316«
ri
LEAGUE MANAGEMENT
recurring payments. Perform other
functions like sending invoices, merging
accounts, and more.
Easily sell memberships and punch
cards, take photos of members,
print cards or associate barcode key
tags, and check people into a facility.
CivicRec will even help you auto -bill
your members to ensure everyone stays
paid and current.
Athletics staff can easily create leagues, draft players, assess skills, and generate schedules. Public facing
"Scores and Schedules" pages can be linked to directly from your website so that your public always has
up to date information about their leagues. We are continuing to evolve these tools including an exciting
"Parent /Player Portal" that will make it even easier for participants to follow their leagues.
• Team or individual signup
• Assessments
• Auto - scheduling with drag - and -drop adjustments
• Drag - and -drop drafting
• Enter in game results
• Schedules, scores, and standings available by link from your website
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Features & Functionality CP
TICKETING
Easily generate tickets for events either through our desktop or our mobile experience. Public users receive
additional pages, along with their receipt, that contain their tickets. Those tickets can then be printed and
scanned into our mobile check -in or desktop check -in screens. Public users may also prefer to simply show
the ticket code on their phone display instead of printing.
EMAIUSMS BLASTS
There are several links within CivicRec that allow for mail blasts. Many of our reports and roster views allow
for mass mailings with just the click of a button. The People Finder report is a particularly handy report
that allows for mailings based on several different filters. SMS messaging has recently been introduced to
facilitate those particularly time - sensitive notifications like cancellations.
SURVEYS
Participants will automatically receive post- program surveys requesting feedback on your programs,
organization, instructors, and processes. This information is captured and is presented back to staff to assist
in determining how well the City of Santa Ana programming is being received.
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F;Oinn
PRICING SCHEDULE
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IMPLEMENTATION
Task Description
EXIBIT 13
PRICING SCHEDULE
Estimated Hours Cost
Project Management 40
$4000
On -Site Training 1, 2 day Session
$4000 Travel Costs Included
System Integration 40
$4000
Data Migration 40
$4000
Total Implementation
$16,000
(Hours may be adjusted from one task to another)
ADD -ON SERVICES
On Site Visits (Travel Costs Incl.)
$1,500
Per Day /Two Day Minimum
Add'I Days to Same Visit (Travel Costs Incl.)
$1,300
Per Day
Remote Service
$100
Per Hour
Credit Card - Orbital Pmt. Gateway Integration
$1,000
One -Time Cost
TRANSACTION FEES
Maintenance I% per net transaction fee
All software support and maintenance is included within the 1 % per net transaction fee.
(Please note that credit card processing is not Included.) The 1% yearly fee is Inclusive of all maintenance, support,
backups, product upgrades, etc.
OptionalOngoin la tams
Only if CivicRec Is used as merchant provider
Credit Card Fees (3% + $0,30 Per Transaction)
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EXHIBIT C
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy #
relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California
92701; its officers, employees, agents, volunteers and representatives are named as
additional insureds ( "additional insureds ") with regard to liability and defense of suits
arising from the operations and uses performed by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed
by or on behalf of the named insured, such insurance as is afforded by this policy is
primary and is not additional to or contributing with any other insurance carried by or for
the benefit of the additional insureds.
3. This insurance applies separately to each insured against whom claim is
made or suit is brought except with respect to the company's limits of liability. The
inclusion of any person or organization as an insured shall not affect any right which such
person or organization would have as a claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be
cancelled, or materially reduced in coverage or limits except after thirty (30) days written
notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana,
California 92701.
(Completion of the following, including countersignature, is required to make this
endorsement effective.)
Effective
Policy #
Issued to
this endorsement form as a part of
Named Insured
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Countersigned by
Authorized Representative
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