CE Wilson Agreement

City of Chandler — Regular Meeting (2021-12-09)

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City Clerk Document No.  
 
 
 
 
City Council Meeting Date: 12/9/21 
 
 
CITY OF CHANDLER SERVICES AGREEMENT 
PROFESSIONAL AND PROJECT CONSULTING SERVICES 
CITY OF CHANDLER AGREEMENT NO. IT2-918-4438 
 
THIS AGREEMENT (Agreement) is made and entered into by and between the City of Chandler, an 
Arizona municipal corporation (City), and CE Wilson Consulting, (Contractor), (City and Contractor 
may individually be referred to as Party and collectively referred to as Parties) and made  
 
  
  , 2021 (Effective Date). 
 
RECITALS 
 
A. City proposes to purchase professional and project consulting services as more fully described 
in Exhibit A, which is attached to and made a part of this Agreement by this reference. 
 
B. Contractor is ready, willing, and able to provide the services described in Exhibit A for the 
compensation and fees set forth and as described in Exhibit B, which is attached to and made a 
part of this Agreement by this reference. 
 
C. City desires to contract with the Contractor to provide these services under the terms and 
conditions set forth in this Agreement. 
 
AGREEMENT 
 
NOW, THEREFORE, in consideration of the premises and the mutual promises contained in this 
Agreement, City and Contractor agree as follows: 
 
SECTION I: DEFINITIONS 
 
For purposes of this Agreement, the following definitions apply: 
Agreement means the legal agreement executed between the City and the Contractor  
City means the City of Chandler, Arizona 
Contractor means the individual, partnership, or corporation named in the Agreement 
Days means calendar days 
May, Should means something that is not mandatory but permissible 
Shall, Will, Must means a mandatory requirement 
 
SECTION II: CONTRACTOR’S SERVICES 
 
Contractor must perform the services described in Exhibit A to the City’s satisfaction within the 
terms and conditions of this Agreement and within the care and skill that a person who provides 
similar services in Chandler, Arizona exercises under similar conditions. All work or services 
furnished by Contractor under this Agreement must be performed in a skilled and workmanlike 
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manner.   Unless authorized by the City in writing, all fixtures, furnishings, and equipment 
furnished by Contractor as part of the work or services under this Agreement must be new, or the 
latest model, and of the most suitable grade and quality for the intended purpose of the work or 
service.  
 
SECTION III: PERIOD OF SERVICE 
 
Contractor must perform the services described in Exhibit A for the term of this Agreement.  
 
The term of the Agreement is one year and begins on January 1, 2022 and ends on December 31, 
2022 unless sooner terminated in accordance with the provisions of this Agreement. The City and 
the Contractor may mutually agree to extend the Agreement for up to four additional terms of 
one year each, or portions thereof. The City reserves the right, at its sole discretion, to extend the 
Agreement for up to 60 days beyond the expiration of any extension term.   
 
SECTION lV: PAYMENT OF COMPENSATION AND FEES 
 
Unless amended in writing by the Parties, Contractor's compensation and fees as more fully 
described in Exhibit B for performance of the services approved and accepted by the City under 
this Agreement must not exceed $450,000. Contractor must submit requests for payment for 
services approved and accepted during the previous billing period and must include, as applicable, 
detailed invoices and receipts, a narrative description of the tasks accomplished during the billing 
period, a list of any deliverables submitted, and any subcontractor’s or supplier’s actual requests 
for payment plus similar narrative and listing of their work. Payment for those services negotiated 
as a lump sum will be made in accordance with the percentage of the work completed during the 
preceding billing period. Services negotiated as a not-to-exceed fee will be paid in accordance with 
the work completed on the service during the preceding month. All requests for payment must 
be submitted to the City for review and approval. The City will make payment for approved and 
accepted services within 30 days of the City’s receipt of the request for payment. Contractor bears 
all responsibility and liability for any and all tax obligations that result from Contractor’s 
performance under this Agreement.  
 
SECTION V: GENERAL CONDITIONS 
 
5.1 Records/Audit. Records of the Contractor's direct personnel payroll, reimbursable expenses 
pertaining to this Agreement and records of accounts between the City and Contractor must be 
kept on the basis of generally accepted accounting principles and must be made available to the 
City and its auditors for up to three years following the City’s final acceptance of the services under 
this Agreement. The City, its authorized representative, or any federal agency, reserves the right 
to audit Contractor's records to verify the accuracy and appropriateness of all cost and pricing 
data, including data used to negotiate this Agreement and any amendments. The City reserves 
the right to decrease the total amount of Agreement price or payments made under this 
Agreement or request reimbursement from the Contractor following final contract payment on 
this Agreement if, upon audit of the Contractor's records, the audit discloses the Contractor has 
provided false, misleading, or inaccurate cost and pricing data. The Contractor will include a 
similar provision in all of its contracts with subcontractors providing services under the Agreement 
Documents to ensure that the City, its authorized representative, or the appropriate federal 
agency, has access to the subcontractors’ records to verify the accuracy of all cost and pricing data. 
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The City reserves the right to decrease Contract price or payments made on this Agreement or 
request reimbursement from the Contractor following final payment on this Agreement if the 
above provision is not included in subcontractor agreements, and one or more subcontractors 
refuse to allow the City to audit their records to verify the accuracy and appropriateness of all cost 
and pricing data. If, following an audit of this Agreement, the audit discloses the Contractor has 
provided false, misleading, or inaccurate cost and pricing data, and the cost discrepancies exceed 
1% of the total Agreement billings, the Contractor will be liable for reimbursement of the 
reasonable, actual cost of the audit. 
 
5.2 Alteration in Character of Work. Whenever an alteration in the character of work results in a 
substantial change in this Agreement, thereby materially increasing or decreasing the scope of 
services, cost of performance, or Project schedule, the work will be performed as directed by the 
City. However, before any modified work is started, a written amendment must be approved and 
executed by the City and the Contractor. Such amendment must not be effective until approved 
by the City. Additions to, modifications, or deletions from this Agreement as provided herein may 
be made, and the compensation to be paid to the Contractor may accordingly be adjusted by 
mutual agreement of the Parties. It is distinctly understood and agreed that no claim for extra 
work done or materials furnished by the Contractor will be allowed by the City except as provided 
herein, nor must the Contractor do any work or furnish any materials not covered by this 
Agreement unless such work is first authorized in writing. Any such work or materials furnished 
by the Contractor without prior written authorization will be at Contractor's own risk, cost, and 
expense, and Contractor hereby agrees that without written authorization Contractor will make 
no claim for compensation for such work or materials furnished. 
 
5.3 Termination for Convenience. The City and the Contractor hereby agree to the full 
performance of the covenants contained herein, except that the City reserves the right, at its 
discretion and without cause, to terminate or abandon any service provided for in this 
Agreement, or abandon any portion of the Project for which services have been performed 
by the Contractor. In the event the City abandons or suspends the services, or any part of the 
services as provided in this Agreement, the City will notify the Contractor in writing and 
immediately after receiving such notice, the Contractor must discontinue advancing the work 
specified under this Agreement. Upon such termination, abandonment, or suspension, the 
Contractor must deliver to the City all drawings, plans, specifications, special provisions, 
estimates and other work entirely or partially completed, together with all unused materials 
supplied by the City. The Contractor must appraise the work Contractor has completed and 
submit Contractor's appraisal to the City for evaluation. The City may inspect the Contractor's 
work to appraise the work completed. The Contractor will receive compensation in full for 
services performed to the date of such termination. The fee shall be paid in accordance with 
Section IV of this Agreement, and as mutually agreed upon by the Contractor and the City. If 
there is no mutual agreement on payment, the final determination will be made in 
accordance with the Disputes provision in this Agreement. However, in no event may the 
payment exceed the payment set forth in this Agreement nor as amended in accordance with 
Alteration in Character of Work. The City will make the final payment within 60 days after the 
Contractor has delivered the last of the partially completed items and the Parties agree on 
the final payment. If the City is found to have improperly terminated the Agreement for cause 
or default, the termination will be converted to a termination for convenience in accordance 
with the provisions of this Agreement. 
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5.4 Termination for Cause. The City may terminate this Agreement for Cause upon the occurrence 
of any one or more of the following events: in the event that (a) the Contractor fails to perform 
pursuant to the terms of this Agreement, (b) the Contractor is adjudged a bankrupt or insolvent, 
(c) the Contractor makes a general assignment for the benefit of creditors, (d) a trustee or receiver 
is appointed for Contractor or for any of Contractor’s property (e) the Contractor files a petition to 
take advantage of any debtor's act, or to reorganize under the bankruptcy or similar laws, (f) the 
Contractor disregards laws, ordinances, rules, regulations or orders of any public body having 
jurisdiction, or (g) the Contractor fails to cure default within the time requested. Where Agreement 
has been so terminated by City, the termination will not affect any rights of City against Contractor 
then existing or which may thereafter accrue. 
 
5.5 Indemnification. The Contractor (lndemnitor) must indemnify, defend, save and hold 
harmless the City and its officers, officials, agents and employees (lndemnitee) from any and 
all claims, actions, liabilities, damages, losses or expenses (including court costs, attorneys' 
fees and costs of claim processing, investigation and litigation) (Claims) caused or alleged to 
be caused, in whole or in part, by the wrongful, negligent or willful acts, or errors or omissions 
of the Contractor or any of its owners, officers, directors, agents, employees, or 
subcontractors in connection with this Agreement. This indemnity includes any claim or 
amount arising out of or recovered under workers' compensation law or on account of the 
failure of the Contractor to conform to any federal, state or local law, statute, ordinance, rule, 
regulation or court decree. The Contractor must indemnify lndemnitee from and against any 
and all Claims, except those arising solely from lndemnitee's own negligent or willful acts or 
omissions. The Contractor is responsible for primary loss investigation, defense and 
judgment costs where this indemnification applies. In consideration of the award of this 
Agreement, the Contractor agrees to waive all rights of subrogation against lndemnitee for 
losses arising from or related to this Agreement. The obligations of the Contractor under this 
provision survive the termination or expiration of this Agreement. 
 
5.6 Insurance Requirements. Contractor must procure insurance under the terms and 
conditions and for the amounts of coverage set forth in Exhibit C against claims that may 
arise from or relate to performance of the work under this Agreement by Contractor and its 
agents, representatives, employees, and subcontractors. Contractor and any subcontractors 
must maintain this insurance until all of their obligations have been discharged, including any 
warranty periods under this Agreement. These insurance requirements are minimum 
requirements for this Agreement and in no way limit the indemnity covenants contained in 
this Agreement. The City in no way warrants that the minimum limits stated in Exhibit C are 
sufficient to protect the Contractor from liabilities that might arise out of the performance of 
the work under this Agreement by the Contractor, the Contractor’s agents, representatives, 
employees, or subcontractors. Contractor is free to purchase such additional insurance as 
may be determined necessary. 
 
5.7 Cooperation and Further Documentation. The Contractor agrees to provide the City such 
other duly executed documents as may be reasonably requested by the City to implement 
the intent of this Agreement. 
 
5.8 Notices. Unless otherwise provided, notice under this Agreement must be in writing and 
will be deemed to have been duly given and received either (a) on the date of service if 
personally served on the party to whom notice is to be given, or (b) on the date notice is sent 
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if by electronic mail, or (c) on the third day after the date of the postmark of deposit by first 
class United States mail, registered or certified, postage prepaid and properly addressed as 
follows: 
 
For the City 
For the Contractor 
Name:  City of Chandler Purchasing 
Name:  CE Wilson Consulting 
Title: Procurement Officer 
Title:  Chrystal Richardson 
Address:  175 S. Arizona Avenue 
Address:  3100 W Ray Road #201 
Chandler, AZ  85225 
Chandler, AZ  85226 
Phone: 480.782.2400 
Phone: 480.525.8054 
Email:  purchasing@chandleraz.gov 
Email: crichardson@cewilsonconsulting.com 
 
5.9 Successors and Assigns. City and Contractor each bind itself, its partners, successors, 
assigns, and legal representatives to the other party to this Agreement and to the partners, 
successors, assigns, and legal representatives of such other party in respect to all covenants 
of this Agreement. Neither the City nor the Contractor may assign, sublet, or transfer its 
interest in this Agreement without the written consent of the other party. In no event may 
any contractual relation be created between any third party and the City. 
 
5.10 Disputes. In any dispute arising out of an interpretation of this Agreement or the duties 
required not disposed of by agreement between the Contractor and the City, the final 
determination at the administrative level will be made by the City Purchasing and Materials 
Manager. 
 
5.11 Completeness and Accuracy of Contractor's Work. The Contractor must be responsible 
for the completeness and accuracy of Contractor's services, data, and other work prepared 
or compiled under Contractor's obligation under this Agreement and must correct, at 
Contractor's expense, all willful or negligent errors, omissions, or acts that may be discovered. 
The fact that the City has accepted or approved the Contractor's work will in no way relieve 
the Contractor of any of Contractor's responsibilities. 
 
5.12 Withholding Payment. The City reserves the right to withhold funds from the 
Contractor's payments up to the amount equal to the claims the City may have against the 
Contractor until such time that a settlement on those claims has been reached. 
 
5.13 City's Right of Cancellation. The Parties acknowledge that this Agreement is subject to 
cancellation by the City under the provisions of Section 38-511, Arizona Revised Statutes 
(A.R.S.). 
 
5.14 Independent Contractor. For this Agreement the Contractor constitutes an independent 
contractor. Any provisions in this Agreement that may appear to give the City the right to 
direct the Contractor as to the details of accomplishing the work or to exercise a measure of 
control over the work means that the Contractor must follow the wishes of the City as to the 
results of the work only. These results must comply with all applicable laws and ordinances. 
 
5.15 Project Staffing. Prior to the start of any work under this Agreement, the Contractor must 
assign to the City the key personnel that will be involved in performing services prescribed in 
the Agreement. The City may acknowledge its acceptance of such personnel to perform 
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services under this Agreement. At any time hereafter that the Contractor desires to change 
key personnel while performing under the Agreement, the Contractor must submit the 
qualifications of the new personnel to the City for prior approval. The Contractor will maintain 
an adequate and competent staff of qualified persons, as may be determined by the City, 
throughout the performance of this Agreement to ensure acceptable and timely completion 
of the Scope of Services. If the City objects, with reasonable cause, to any of the Contractor's 
staff, the Contractor must take prompt corrective action acceptable to the City and, if 
required, remove such personnel from the Project and replace with new personnel agreed to 
by the City. 
 
5.16 Subcontractors. Prior to beginning the work, the Contractor must furnish the City for 
approval the names of subcontractors to be used under this Agreement. Any subsequent 
changes are subject to the City’s written prior approval. 
 
5.17 Force Majeure. If either party is delayed or prevented from the performance of any act 
required under this Agreement by reason of acts of God or other cause beyond the control 
and without fault of the Party (financial inability excepted), performance of that act may be 
excused, but only for the period of the delay, if the Party provides written notice to the other 
Party within ten days of such act. The time for performance of the act may be extended for a 
period equivalent to the period of delay from the date written notice is received by the other 
Party. 
 
5.18 Compliance with Laws. Contractor understands, acknowledges, and agrees to comply 
with the Americans with Disabilities Act, the Immigration Reform and Control Act of 1986 and 
the Drug Free Workplace Act of 1989. All services performed by Contractor must also comply 
with all applicable City of Chandler codes, ordinances, and requirements. Contractor agrees 
to permit the City to verify Contractor’s compliance. 
 
5.19 No Israel Boycott. By entering into this Agreement, Contractor certifies that Contractor 
is not currently engaged in, and agrees for the duration of the Agreement, not to engage in a 
boycott of Israel as defined by state statute. 
 
5.20 Legal Worker Requirements. A.R.S. § 41-4401 prohibits the City from awarding a contract 
to any contractor who fails, or whose subcontractors fail, to comply with A.R.S. § 23-214(A). 
Therefore, Contractor agrees Contractor and each subcontractor it uses warrants their 
compliance with all federal immigration laws and regulations that relate to their employees 
and their compliance with§ 23-214, subsection A. A breach of this warranty will be deemed a 
material breach of the Agreement and may be subject to penalties up to and including 
termination of the Agreement. City retains the legal right to inspect the papers of any 
Contractor’s or subcontractor’s employee who provides services under this Agreement to 
ensure that the Contractor and subcontractors comply with the warranty under this 
provision. 
 
5.21 Lawful Presence Requirement. A.R.S. §§ 1-501 and 1-502 prohibit the City from awarding 
a contract to any natural person who cannot establish that such person is lawfully present in 
the United States. To establish lawful presence, a person must produce qualifying 
identification and sign a City-provided affidavit affirming that the identification provided is 
genuine. This requirement will be imposed at the time of contract award. This requirement 
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does not apply to business organizations such as corporations, partnerships, or limited 
liability companies. 
 
5.22 Covenant Against Contingent Fees. Contractor warrants that no person has been 
employed or retained to solicit or secure this Agreement upon an agreement or 
understanding for a commission, percentage, brokerage, or contingent fee, and that no 
member of the Chandler City Council, or any City employee has any interest, financially, or 
otherwise, in Contractor’s firm. For breach or violation of this warrant, the City may annul this 
Agreement without liability or, at its discretion, to deduct from the Agreement price or 
consideration, the full amount of such commission, percentage, brokerage, or contingent fee. 
 
5.23 Non-Waiver Provision. The failure of either Party to enforce any of the provisions of this 
Agreement or to require performance of the other Party of any of the provisions hereof must 
not be construed to be a waiver of such provisions, nor must it affect the validity of this 
Agreement or any part thereof, or the right of either Party to thereafter enforce each and 
every provision. 
 
5.24 Disclosure of Information Adverse to the City’s Interests. To evaluate and avoid potential 
conflicts of interest, the Contractor must provide written notice to the City, as set forth in this 
Section, of any work or services performed by the Contractor for third parties that may 
involve or be associated with any real property or personal property owned or leased by the 
City. Such notice must be given seven business days prior to commencement of the services 
by the Contractor for a third party, or seven business days prior to an adverse action as 
defined below. Written notice and disclosure must be sent to the City’s Purchasing and 
Materials Manager. An adverse action under this Agreement includes, but is not limited to: 
(a) using data as defined in the Agreement acquired in connection with this Agreement to 
assist a third party in pursuing administrative or judicial action against the City; or (b) 
testifying or providing evidence on behalf of any person in connection with an administrative 
or judicial action against the City; or (c) using data to produce income for the Contractor or 
its employees independently of performing the services under this Agreement, without the 
prior written consent of the City. Contractor represents that except for those persons, 
entities, and projects identified to the City, the services performed by the Contractor under 
this Agreement are not expected to create an interest with any person, entity, or third party 
project that is or may be adverse to the City’s interests. Contractor's failure to provide a 
written notice and disclosure of the information as set forth in this Section constitute a 
material breach of this Agreement. 
 
5.25 Non-Disclosure  
 
5.25.1 Definitions for This Section. 
 
Access Information means any information relating to City, its agents, and/or employee’s use of 
the Services, including without limitation, (a) navigational information, including usage of 
hyperlinks within or available through the Services; (b) transactional or processing information, 
including billing information and method of payment; and/or (c) Internet or I/P addresses, 
demographic information (like age, profession, or gender), domain names, computer type, 
browser types, and other anonymous statistical data arising from such use of the Services.  
 
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City Confidential Information means: (a) all information related to the business of City and any of 
its City’s agents, employees, and other third parties, to which Contractor has access, whether in 
oral, written, graphic or machine-readable form, in the course of or in connection with this 
Agreement; (b) all notes, analyses and studies prepared by Contractor or any of its 
representatives, during the term of this Agreement or anytime thereafter, incorporating any of 
the information described in this Section; (c) the Access Information; and (d) the City Data. 
 
City Data means all Confidential Information, all personal data and any other information relating 
to the employees, City, or customers of City, or relating to the businesses of City, including third 
party information, operations, facilities, products, services, and markets, all as and to the extent 
provided to or obtained by Contractor or its representatives from City, or derived from any of the 
foregoing. Usage data of persons who are customers of City shall be considered City Data. City 
Data includes any such information in any form (tangible or electronic), regardless of the form or 
method by which such information is created, stored, maintained, or communicated, and includes 
all data maintained by Contractor for City. Unless otherwise indicated, City Data includes all Access 
Information. 
 
Confidential Information means City Confidential Information and/or Contractor Confidential 
Information, as the context may require. 
 
Contractor Confidential Information means Contractor nonpublic financial information and/or 
trade information specifically related to Contractor’s internal business operations. 
 
5.25.2 Restrictions. Each party, as recipient of the other party's Confidential Information, will 
receive, hold, and protect in confidence the Confidential Information of the other party. The 
receiving party may disclose the Confidential Information of the disclosing party to its 
representatives who have a need to know such Confidential Information solely in connection with 
this Agreement. The receiving party will cause such representatives to comply with this Agreement 
and will assume full responsibility for any breach of this Agreement by any such representatives. 
The receiving party will not transfer or disclose any Confidential Information of the disclosing party 
to any third party without the disclosing party's prior written permission and without such third 
party having a contractual obligation (consistent with this Section 5.25 (“Non-Disclosure”) to keep 
such Confidential Information confidential. The receiving party will not use any Confidential 
Information of the disclosing party for any purpose other than in connection with this 
Agreement. Notwithstanding any confidentiality restrictions set forth herein, City may disclose 
Contractor Confidential Information to third parties in connection with such third party's provision 
of software or services to City. Such disclosures will be made under an obligation of confidentiality 
limiting the use of such Confidential Information by such third parties to the provision of services 
to City. 
 
5.25.3 Exclusions. Confidential Information will not include information that: (i) is in the public 
domain at the time of disclosure; (ii) was in the possession of or demonstrably known by the 
receiving party prior to its receipt from the disclosing party without restriction on its use or 
disclosure; (iii) is independently developed by the receiving party without use of or reference to 
or reliance on the disclosing party's Confidential Information; or (iv) becomes known by the 
receiving party from a source other than the disclosing party without breach of this Agreement 
and is not subject to an obligation of confidentiality. Notwithstanding anything to the contrary, 
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City may disclose Contractor Confidential Information as required to satisfy any request by any 
governmental or regulatory body. 
 
5.25.4 Legal Requirements. If the receiving party is requested or required to disclose any of the 
disclosing party's Confidential Information under a subpoena, court order, statute, law, rule, 
regulation or other similar requirement (a “Legal Requirement”), the receiving party will, to the 
extent not precluded by law, provide prompt notice of such Legal Requirement to the disclosing 
party so the disclosing party may seek an appropriate protective order or other appropriate 
remedy or waive compliance with the provisions of this Agreement. If the disclosing party is not 
successful in obtaining a protective order or other appropriate remedy and the receiving party is, 
in the reasonable opinion of its counsel, legally compelled to disclose such Confidential 
Information, or if the disclosing party waives compliance with the provisions of this Agreement in 
writing, the receiving party may disclose, without liability hereunder, such Confidential 
Information in accordance with, but solely to the extent necessary, in the reasonable opinion of 
its counsel, to comply with the Legal Requirement. 
 
5.25.5 Disposition of Confidential Information on Termination or Expiration. Upon termination or 
expiration of the Services Agreement and this Agreement or upon the disclosing party's written 
request and where practicable, the receiving party will return to the disclosing party all copies of 
Confidential Information already in the receiving party's possession or within its control. Following 
its return, and upon notice from the disclosing party, and unless otherwise required by law, the 
receiving party must destroy such Confidential Information using means to protect against 
unauthorized access to or use of the information, including, where appropriate, burning, 
shredding, or pulverizing such information, or by taking such other means as to assure that such 
information will not be recoverable following its disposal. In such case an officer of the receiving 
party will certify in writing to the disclosing party that all such Confidential Information has been 
so destroyed. Notwithstanding the foregoing, the receiving party may retain copies of such 
Confidential Information as required by applicable law, and, to the extent such copies are 
electronically stored in accordance with the receiving party's retention or back-up policies or 
procedures (including, without limitation, those regarding electronic communication), so long as 
such Confidential Information is kept confidential as required under this Agreement. 
 
5.25.6 Privacy. For all City Information collected, stored, or processed by Contractor, Contractor 
shall: (a) maintain safeguards against destruction, loss, alteration of or unauthorized access to 
such City Information; and (b) not, without City's prior approval, modify or discontinue any such 
safeguards without comparable or better replacement safeguards. Contractor acknowledges the 
sensitivity and confidentiality of personally identified information which may be contained in the 
City Information and the applicability of the Gramm-Leach-Bliley Act and/or other applicable 
privacy laws, regulations, and guidelines (“Privacy Laws”). Contractor agrees to comply with all 
applicable legal and contractual requirements relating to the privacy and confidentiality of 
personally identified information applicable to Contractor in the performance of its obligations 
under this Agreement. 
. 
 
5.26 Personal Identifying Information-Data Security. Personal identifying information, 
financial account information, or restricted City information, whether electronic format or 
hard copy, must be secured and protected at all times by Contractor and any of its 
subcontractors. At a minimum, Contractor must encrypt or password-protect electronic files. 
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This includes data saved to laptop computers, computerized devices, or removable storage 
devices. When personal identifying information, financial account information, or restricted 
City information, regardless of its format, is no longer necessary, the information must be 
redacted or destroyed through appropriate and secure methods that ensure the information 
cannot be viewed, accessed, or reconstructed. In the event that data collected or obtained by 
Contractor or its subcontractors in connection with this Agreement is believed to have been 
compromised, Contractor or its subcontractors must immediately notify the City contact. 
Contractor agrees to reimburse the City for any costs incurred by the City to investigate 
potential breaches of this data and, where applicable, the cost of notifying individuals who 
may be impacted by the breach. Contractor agrees that the requirements of this Section must 
be incorporated into all subcontracts entered into by Contractor. It is further agreed that a 
violation of this Section must be deemed to cause irreparable harm that justifies injunctive 
relief in court. A violation of this Section may result in immediate termination of this 
Agreement without notice. The obligations of Contractor or its subcontractors under this 
Section must survive the termination of this Agreement. 
 
5.27 Jurisdiction and Venue. This Agreement is made under, and must be construed in 
accordance with and governed by the laws of the State of Arizona without regard to the 
conflicts or choice of law provisions thereof. Any action to enforce any provision of this 
Agreement or to obtain any remedy with respect hereto must be brought in the courts 
located in Maricopa County, Arizona, and for this purpose, each Party hereby expressly and 
irrevocably consents to the jurisdiction and venue of such court. 
 
5.28 Survival. All warranties, representations, and indemnifications by the Contractor must 
survive the completion or termination of this Agreement. 
 
5.29 Modification. Except as expressly provided herein to the contrary, no supplement, 
modification, or amendment of any term of this Agreement will be deemed binding or 
effective unless in writing and signed by the Parties.  
 
5.30 Severability. If any provision of this Agreement or the application to any person or 
circumstance may be invalid, illegal or unenforceable to any extent, the remainder of this 
Agreement and the application will not be affected and will be enforceable to the fullest 
extent permitted by law. 
 
5.31 Integration. This Agreement contains the full agreement of the Parties. Any prior or 
contemporaneous written or oral agreement between the Parties regarding the subject 
matter is merged and superseded. 
 
5.32 Time is of the Essence. Time of each of the terms, covenants, and conditions of this 
Agreement is hereby expressly made of the essence. 
 
5.33 Date of Performance. If the date of performance of any obligation or the last day of any 
time period provided for should fall on a Saturday, Sunday, or holiday for the City, the 
obligation will be due and owing, and the time period will expire, on the first day after which 
is not a Saturday, Sunday or legal City holiday. Except as may otherwise be set forth in this 
Agreement, any performance provided for herein will be timely made if completed no later 
than 5:00 p.m. (Chandler time) on the day of performance. 
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5.34 Delivery.  All prices are F.O.B. Destination and include all delivery and unloading at the 
specified destinations.  The Contractor will retain title and control of all goods until they are 
delivered and accepted by the City.  All risk of transportation and all related charges will be 
the responsibility of the Contractor.  All claims for visible or concealed damage will be filed 
by the Contractor.  The City will notify the Contractor promptly of any damaged goods and 
will assist the Contractor in arranging for inspection. 
 
5.35 Third Party Beneficiary. Nothing under this Agreement will be construed to give any 
rights or benefits in the Agreement to anyone other than the City and the Contractor, and all 
duties and responsibilities undertaken pursuant to this Agreement will be for the sole and 
exclusive benefit of City and the Contractor and not for the benefit of any other party. 
 
5.36 Conflict in Language. All work performed must conform to all applicable City of Chandler 
codes, ordinances, and requirements as outlined in this Agreement. If there is a conflict in 
interpretation between provisions in this Agreement and those in the Exhibits, the provisions 
in this Agreement prevail. 
 
5.37 Document/Information Release. Documents and materials released to the Contractor, 
which are identified by the City as sensitive and confidential, are the City’s property. The 
document/material must be issued by and returned to the City upon completion of the 
services under this Agreement. Contractor’s secondary distribution, disclosure, copying, or 
duplication in any manner is prohibited without the City’s prior written approval. The 
document/material must be kept secure at all times. This directive applies to all City 
documents, whether in photographic, printed, or electronic data format.  
 
5.38 Exhibits. The following exhibits are made a part of this Agreement and are incorporated 
by reference: 
 
  
 
 
Exhibit A - Project Description/Scope of Services 
Exhibit B - Compensation and Fees 
Exhibit C - Insurance Requirements 
Exhibit D - Special Conditions  
 
5.39 Special Conditions. As part of the services Contractor provides under this Agreement, 
Contractor agrees to comply with and fully perform the special terms and conditions set forth 
in Exhibit D, which is attached to and made a part of this Agreement. 
 
5.40 Cooperative Use of Agreement.  In addition to the City of Chandler and with approval of 
the Contractor, this Agreement may be extended for use by other municipalities, school 
districts and government agencies of the State.  Any such usage by other entities must be in 
accordance with the ordinance, charter and/or procurement rules and regulations of the 
respective political entity. 
 
If required to provide services on a school district property at least five times during a month, 
the Contractor will submit a full set of fingerprints to the school of each person or employee 
who may provide such service.  The District will conduct a fingerprint check in accordance 
with A.R.S. 41-1750 and Public Law 92-544 of all Contractors, subcontractors or vendors and 
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their employees for which fingerprints are submitted to the District. Additionally, the 
Contractor will comply with the governing body fingerprinting policies of each individual 
school district/public entity.  The Contractor, sub-contractors, vendors and their employees 
will not provide services on school district properties until authorized by the District. 
 
Orders placed by other agencies and payment thereof will be the sole responsibility of that 
agency.  The City will not be responsible for any disputes arising out of transactions made by 
other agencies who utilize this Agreement. 
 
5.41 Non-Discrimination and Anti-Harassment Laws. Contractor must comply with all 
applicable City, state, and federal non-discrimination and anti-harassment laws, rules, and 
regulations. 
 
5.42 Licenses and Permits. Beginning with the Effective Date and for the full term of this 
Agreement, Contractor must maintain all applicable City, state, and federal licenses and 
permits required to fully perform Contractor’s services under this Agreement. 
5.43 Warranties. Contractor must furnish a one-year warranty on all work and services 
performed under this Agreement. Contractor must furnish, or cause to be furnished, a two-
year warranty on all fixtures, furnishings, and equipment furnished by Contractor, 
subcontractors, or suppliers under this Agreement. Any defects in design, workmanship, or 
materials that do not comply with this Agreement must be corrected by Contractor (including, 
but not limited to, all parts and labor) at Contractor’s sole cost and expense. All written 
warranties and redlines for as-built conditions must be delivered to the City on or before the 
City’s final acceptance of Contractor’s services under this Agreement.  
 
5.44 Emergency Purchases.  City reserves the rights to purchase from other sources those 
items, which are required on an emergency basis and cannot be supplied immediately by the 
Contractor. 
 
5.45 Non-Exclusive Agreement. This agreement is for the sole convenience of the City of 
Chandler. The City reserves the right to obtain like goods or services from another source 
when necessary. 
 
5.46 Budget Approval Into Next Fiscal Year.  This Agreement will commence on the Effective Date 
and continue in full force and effect until it is terminated or expires in accordance with the 
provisions of this Agreement.  The Parties recognize that the continuation of this Agreement after 
the close of the City's fiscal year, which ends on June 30 of each year, is subject to the City Council's 
approval of a budget that includes an appropriation for this item as expenditure.  The City does 
not represent that this budget item will be actually adopted. This determination is solely made by 
the City Council at the time Council adopts the budget. 
 
This Agreement shall be in full force and effect only when it has been approved and executed 
by the duly authorized City officials. 
 
 
 
 
 
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FOR THE CITY 
FOR THE CONTRACTOR 
 
By: _________________________________________ 
 
By: _________________________________________ 
 
Its: ________________Mayor__________________ 
 
Its: _________________________________________ 
 
 
 
 
APPROVED AS TO FORM: 
 
 
By: _________________________________________ 
 
City Attorney  
 
 
ATTEST: 
 
 
By: _________________________________________ 
 
City Clerk 
 
 
 
 
DocuSign Envelope ID: BB08A088-6019-4F0D-870D-C327263E3708
Managing Partner

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EXHIBIT A TO AGREEMENT 
SCOPE OF SERVICES 
 
Overview 
 
The following Statement of Services (SOS) details professional services, and an outline of 
engagement deliverables to meet the City’s requirements for IT Governance/Portfolio 
oversight managed services, and professional services including business process 
analysis and project consulting in support of planned Technology Projects for the City of 
Chandler.  
 
1. Professional Services – Business Process Analysis and Project Consulting Services 
 
The Contractor will work with the City to mutually develop and agree upon scope, schedule 
and deliverables for each identified initiative in order to deliver expected outcomes for the 
City.  
 
Engagements will be managed in four phases, each with a defined set of tasks/activities 
and associated deliverables. The four phases include: 
1. Conduct Engagement Initiation and Planning 
2. Execute Business Process Analysis, Discovery, and Design 
3. Develop the engagement execution plan (implementation, RFP, Analysis, etc.)   
4. Facilitate and provide oversight to the engagement execution activities 
 
2. IT Governance/Portfolio Oversight Managed Services and Deliverables 
 
a. Establish a comprehensive managed services engagement that assists City 
leadership (Directors and identified staff) requesting technology projects in 
understanding IT Governance process, scoring and provide pertinent 
information to assist City leadership in technology projects approvals and 
future technology funding decisions.  
b. Develop and create summary level Portfolio reporting/dashboards that show a 
brief snapshot of the overall City Technology Projects at any given time 
(examples may include filtering by project, resources, tasks, etc.)  
c. Design a model and process for balanced Resource assignment and resource 
management throughout projects (business resources, technical resources, 
contracted resources, shared resources).   
d. Support City in identifying  a single solution, tool, service for overall portfolio, 
resource, project management which can be utilized throughout the city. (This 
should include operational projects as well as identified technology projects, so 
there is a single source of truth for all projects/resources taking place in the 
city.) 
e. Provide Training services where needed to ensure successful adoption of IT 
Portfolio and Governance. 
f. Provide recommendations on technology project resource augmentation to 
ensure successful IT Portfolio Management. 
g. Other items as identified and agreed upon by Contractor and City. 
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EXHIBIT B TO AGREEMENT 
COMPENSATION AND FEES 
 
City shall pay Contractor an amount not to exceed $450,000 for services rendered at an average 
of $120/hour or the applicable rate for the roles identified in the rate card below.  Alternate 
pricing may be established based on qualification/expertise requirements of the role and 
responsibilities to be assigned to the Contractor.  Pricing will be agreed upon by City and 
Contractor before work is performed.  Contractor shall invoice City bi-weekly.  Payment terms 
are Net 30. 
  
The following rate card reflects market pricing and is subject to a 10-20% discount based on 
work performed.  
 
 
Role Title
Role Description
Role Class
Client Bill Rate
Management Consultant
Level 1
130-150
Specialty Consultant
Level 1
120 - 160
Level 2
160-185
Project Manager
Level 1
100-110
Project Coordinator
Business Analysis
Level 1
75-85
Level 2
85-95
Level 3
95-100
Business Process Consultant
Sr. Management Consultant, Advisory, 
Project Facilitator, Quality Assurance 
Manager
Senior resource experienced in project and program 
management. They provide leadership and expertise to deliver 
programs and initiatives on schedule and within budget. 
Resource plans and administers both projects and the overall 
program, and ensures that deliverables are completed correctly 
and on-time. They are comfortable strategizing and 
communicating at the most senior levels of a customer 
organization.
IT Project Manager, Project Manager
Resource is experienced in project management. They provide 
leadership and expertise to deliver projects, programs and 
initiatives on schedule and within budget. Resource plans and 
administers projects and ensures that deliverables are 
completed correctly and on-time. They are comfortable 
communicating at the most senior levels of a customer 
organization and managing other resources.
110-130
Level 2
Level 3
Specialty Consultant,  Service Delivery 
Consultant, Portfolio Management 
Consultant. Specialty SME, PMO SME, 
Strategic Advisory, Technical SME, ERP SME, 
ERP Specialist,
Resource is expert-level in more than one technology or 
process. They are responsible for the analysis, design, and 
delivery of consultative solutions to meet client expectations. 
Resource is comfortable communicating at the most senior 
levels of a customer organization. They are the main contact for 
the customer and oversee the day-to-day operations of the 
project until completion. 10+ years’ experience.
Level 2
150-185
Resource is an expert-level resource and able to provide 
support and advice to the customer. This level of resource is 
able to provide a moderately complex consultation for 
customer requirements, process design and documentation. 
They are effective at working in teams or by themselves in 
accomplishing project objectives. 5+ years’ experience.
Project Consultant
65-70
Resource is experienced in requirements gathering, 
development of user stories, development of Business 
Requirements Documents (BRDs). 
IT Project Coordinator, Project Coordinator
Business Analyst, Business Systems Analyst, 
Data Analyst
Resource is entry-level, may not have PM-specific 
certifications, or only basic certification. Resource is unlikely to 
be assigned to manage a project without oversight or 
supervision. 1+ years’ experience. 
One Level
One Level
95-105
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EXHIBIT C TO AGREEMENT 
INSURANCE 
General. 
 
A. 
At the same time as execution of this Agreement, the Contractor shall furnish the 
City a certificate of insurance on a standard insurance industry ACORD form.  The 
ACORD form must be issued by an insurance company authorized to transact 
business in the State of Arizona possessing a current A.M. Best, Inc. rating of A-7, or 
better and legally authorized to do business in the State of Arizona with policies and 
forms satisfactory to City.  Provided, however, the A.M. Best rating requirement 
shall not be deemed to apply to required Workers’ Compensation coverage.  
 
B. 
The Contractor and any of its subcontractors shall procure and maintain, until all of 
their obligations have been discharged, including any warranty periods under this 
Agreement are satisfied, the insurances set forth below. 
 
C. 
The insurance requirements set forth below are minimum requirements for this 
Agreement and in no way limit the indemnity covenants contained in this 
Agreement. 
 
D. 
The City in no way warrants that the minimum insurance limits contained in this 
Agreement are sufficient to protect Contractor from liabilities that might arise out 
of the performance of the Agreement services under this Agreement by Contractor, 
its agents, representatives, employees, subcontractors, and the Contractor is free 
to purchase any additional insurance as may be determined necessary. 
 
E. 
Failure to demand evidence of full compliance with the insurance requirements in 
this Agreement or failure to identify any insurance deficiency will not relieve the 
Contractor from, nor will it be considered a waiver of its obligation to maintain the 
required insurance at all times during the performance of this Agreement. 
 
F. 
Use of Subcontractors:  If any work is subcontracted in any way, the Contractor shall 
execute a written contract with Subcontractor containing the same Indemnification 
Clause and Insurance Requirements as the City requires of the Contractor in this 
Agreement. The Contractor is responsible for executing the Agreement with the 
Subcontractor and obtaining Certificates of Insurance and verifying the insurance 
requirements. 
 
Minimum Scope and Limits of Insurance.  The Contractor shall provide coverage with limits of 
liability not less than those stated below. 
 
A. 
Commercial General Liability-Occurrence Form.  Contractor must maintain 
“occurrence” form Commercial General Liability insurance with a limit of not less 
than $2,000,000 for each occurrence, $4,000,000 aggregate.  Said insurance must 
also include coverage for products and completed operations, independent 
contractors, personal injury and advertising injury. If any Excess insurance is utilized 
to fulfill the requirements of this paragraph, the Excess insurance must be “follow 
form” equal or broader in coverage scope than underlying insurance. 
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B. 
Automobile Liability-Any Auto or Owned, Hired and Non-Owned Vehicles 
Vehicle Liability:  Contractor must maintain Business/Automobile Liability insurance 
with a limit of $1,000,000 each accident on Contractor owned, hired, and non-
owned vehicles assigned to or used in the performance of the Contractor’s work or 
services under this Agreement.  If any Excess or Umbrella insurance is utilized to 
fulfill the requirements of this paragraph, the Excess  or Umbrella insurance must 
be “follow form” equal or broader in coverage scope than underlying insurance. 
 
 
C. 
Workers Compensation and Employers Liability Insurance:  Contractor must maintain 
Workers Compensation insurance to cover obligations imposed by federal and state 
statutes having jurisdiction of Contractor employees engaged in the performance 
of work or services under this Agreement and must also maintain Employers’ 
Liability insurance of not less than $1,000,000 for each accident and $1,000,000 
disease for each employee. 
 
                     
Additional Requirements: 
  
a. The policy shall provide a waiver of subrogation 
 
Additional Policy Provisions Required. 
 
A. Self-Insured Retentions or Deductibles.  Any self-insured retentions and deductibles must 
be declared and approved by the City.  If not approved, the City may require that the 
insurer reduce or eliminate any deductible or self-insured retentions with respect to 
the City, its officers, officials, agents, employees, and volunteers. 
 
1.  The Contractor’s insurance must contain broad form contractual liability 
coverage. 
 
2.  The Contractor's insurance coverage must be primary insurance with respect to 
the City, its officers, officials, agents, and employees.  Any insurance or self-
insurance maintained by the City, its officers, officials, agents, and employees 
shall be in excess of the coverage provided by the Contractor and must not 
contribute to it. 
 
3.  The Contractor's insurance must apply separately to each insured against whom 
claim is made or suit is brought, except with respect to the limits of the insurer's 
liability. 
 
4.  Coverage provided by the Contractor must not be limited to the liability 
assumed under the indemnification provisions of this Agreement. 
 
5. The policies must contain a severability of interest clause and waiver of 
subrogation against the City, its officers, officials, agents, and employees, for 
losses arising from Work performed by the Contractor for the City. 
 
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6.  The Contractor, its successors and or assigns, are required to maintain 
Commercial General Liability insurance as specified in this Agreement for a 
minimum period of three years following completion and acceptance of the 
Work.  The Contractor must submit a Certificate of Insurance evidencing 
Commercial General Liability insurance during this three year period containing 
all the Agreement insurance requirements, including naming the City of 
Chandler, its agents, representatives, officers, directors, officials and employees 
as Additional Insured as required. 
 
7. If a Certificate of Insurance is submitted as verification of coverage, the City will 
reasonably rely upon the Certificate of Insurance as evidence of coverage but 
this acceptance and reliance will not waive or alter in any way the insurance 
requirements or obligations of this Agreement.   
 
B.  
Insurance Cancellation During Term of Contract/Agreement.  
1. If any of the required policies expire during the life of this Contract/Agreement, 
the Contractor must forward renewal or replacement Certificates to the City 
within ten days after the renewal date containing all the required insurance 
provisions. 
2.  Each insurance policy required by the insurance provisions of this 
Contract/Agreement shall provide the required coverage and shall not be 
suspended, voided or canceled except after 30 days prior written notice has 
been given to the City, except when cancellation is for non-payment of premium, 
then ten days prior notice may be given.  Such notice shall be sent directly to 
Chandler Law-Risk Management Department, Post Office Box 4008, Mailstop 
628, Chandler, Arizona  85225. If any insurance company refuses to provide the 
required notice, the Contractor or its insurance broker shall notify the City of 
any cancellation, suspension, non-renewal of any insurance within seven days 
of receipt of insurers’ notification to that effect.  
 
A. 
City as Additional Insured.  The policies are to contain, or be endorsed to contain, 
the following provisions: 
 
1. The Commercial General Liability and Automobile Liability policies are to 
contain, or be endorsed to contain, the following provisions:  The City, its 
officers, officials, agents, and employees are additional insureds with respect to 
liability arising out of activities performed by, or on behalf of, the Contractor 
including the City's general supervision of the Contractor; Products and 
Completed operations of the Contractor; and automobiles owned, leased, hired, 
or borrowed by the Contractor. 
 
2.  The City, its officers, officials, agents, and employees must be additional 
insureds to the full limits of liability purchased by the Contractor even if those 
limits of liability are in excess of those required by this Agreement. 
 
 
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EXHIBIT D TO AGREEMENT 
SPECIAL CONDITIONS 
 
ACCESS TO SECURED FACILITIES 
 
Contract Worker Access Controls, Badge and Key Access Requirements. A Contract Worker shall 
not be allowed to begin work in any City facility without: (A) The prior completion and the City's 
acceptance of the required background screening; and (B) when required, the Contract Worker's 
receipt of a City issued badge. A badge will be issued to a Contract Worker solely for access to the 
City facility(s) to which the Contract Worker is assigned. Each Contract Worker who enters a City 
facility must use the badge issued to the Contract Worker. Any and all fees associated with security 
badging will be assessed in compliance with Chandler City Code §4-22. 
 
Key Access Procedures. If the Contract Worker's services require keyed access to enter a City 
facility(s), a separate key issue/return form must be completed and submitted by Contractor for 
each key issued. 
 
Stolen or Lost Badges or Keys. Contractor shall report lost or stolen badges or keys to the City 
immediately. A new badge application or key issue form shall be completed and submitted along 
with payment of the applicable fees prior to issuance of a new badge or key. 
 
Return of Badges or Keys. All badges and keys are the property of the City and must be returned 
to the City within one business day of when the Contract Worker's access to a City facility is no 
longer required to furnish the services under this Agreement. Contractor shall collect a Contract 
Worker's badge and key(s) upon the termination of the Contract Worker's employment; when the 
Contract Worker's services are no longer required at the particular City facility(s); or upon 
termination, cancellation or expiration of this Agreement. 
 
Contractor's default under this Section shall include, but is not limited to the following: (1) Contract 
Worker gains access to a City facility(s) without the proper badge or key; (2) Contract Worker uses 
a badge or key of another to gain access to a City facility; (3) Contract Worker commences services 
under this Agreement without the proper badge, key or Background Screening; (4) Contract 
Worker or Contractor submits false information or negligently submits wrong information to the 
City to obtain a badge, key or applicable Background Screening; or (5) Contractor fails to collect 
and timely return Contract Worker's badge or key upon termination of Contract Worker's 
employment, reassignment of Contract Worker to another City facility or upon the expiration, 
cancellation or termination of this Agreement. Contractor acknowledges and agrees that the 
access control, badge and key requirements in this Section are necessary to preserve and protect 
public health, safety and welfare. Accordingly, Contractor agrees to properly cure any default 
under this Section within three business days from the date notice of default is sent by the City. 
The parties agree that Contractor's failure to properly cure any default under this Section shall 
constitute a breach of this Section. In addition to any other remedy available to the City at law or 
in equity, Contractor shall be liable for and shall pay to the City the sum of $1,000.00 for each 
breach by Contractor of this Section. The parties further agree that the sum fixed above is 
reasonable and approximates the actual or anticipated loss to the City at the time and making of 
this Agreement in the event that Contractor breaches this Section. Further, the parties expressly 
acknowledge and agree to the fixed sum set forth above because of the difficulty of proving the 
City's actual damages in the event that Contractor breaches this Section. The parties further agree 
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that three breaches by Contractor of this Section arising out of any default within a consecutive 
period of three months or three breaches by Contractor of this Section arising out of the same 
default within a period of 12 consecutive months shall constitute a material breach of this 
Agreement by Contractor and the City expressly reserves all of its rights, remedies and interests 
under this Agreement, at law and in equity including, but not limited to, termination of this 
Agreement. 
 
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