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1200 County -City Building, 227 West Jefferson, South Bend, Indiana 46601 -1830 Phone 574/235 -9371 Fax 574/235 -9021
To: South Bend Redevelopment Commission
From: Jitin Kain, Senior CED Specialist
Subject: New Contract of Services with Blue Waters Group
Date: February 10, 2012
Please find attached a short term contract for services between the Redevelopment Commission
and the Blue Waters Group.
As Commission members are aware, Redevelopment has contracted with the Blue Waters Group
(BWG) since 2008 to provide marketing and promotional services for its Technology Park. Their
past services have included the creation of websites, newsletters, collateral material, and press
releases among others to promote South Bend's technology initiatives.
The current BWG contact expires on February 28, 2012. The attached proposal for services is to
continue work on one key initiative- the SouthBendOn web site and e- newsletter for a period of
three months ending May 31, 2012. A scope of services is included in the attached.
Staff requests approval of attached contact for $7,500 per month plus an additional $1,000 to cover
additional communication support over these three months. The fees will be covered through the
AEDA TIF and will not exceed $23,500.
What We Do Today Makes A Difference!
CONSULTING AGREEMENT
By and Between
South Bend Redevelopment Commission and
Blue Waters Group
(Phase V)
This Consulting Agreement (this "Agreement ") is made effective the 1St day of
March, 2012 by and between the South Bend Department Redevelopment, acting by and
through its Redevelopment Commission, having its offices at 1200 County -City Building,
227 W. Jefferson Blvd., South Bend, Indiana 46601 (the "City ") and the Blue Waters Group,
Inc., ( "BWG "), a Wisconsin corporation with offices in South Bend, Indiana.
WITNESSETH
WHEREAS, the City desires to retain the services of BWG specifically to work with
the South Bend Department of Redevelopment and its staff to provide marketing consultation
and communications services to position South Bend to make the most of the opportunity
offered by the Midwest Institute for Nanoelectronics Discovery (MIND), especially through
Ignition Park; and
WHEREAS, the City has established a three -month period for the completion of this
Agreement, beginning March 1, 2012, and continuing through May 31, 2012.
NOW, THEREFORE, in consideration of the mutual covenants and agreements set
forth below, the parties covenant and agree as follows:
Section 1. Services
BWG agrees to assist the City in the following specific areas:
A. Produce and manage the SouthBendON web site and monthly
newsletter
1. Coordinate one monthly editorial strategy meeting with the City
2. Identify specific content and subject matter in consultation with the
City
3. Conduct interviews and gather all information and photos as required
4. Produce copy for vetting by all story subjects and resources
5. Obtain final approval of content by the City
6. Complete editing and proofing of all content
7. Apply content within current design format of the site and newsletter
8. Manage the production of the monthly newsletter for distribution to
subscribers
9. Coordinate and manage the functionality of the site
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B. In addition to above, provide additional communications support as
may be needed
1. Completing any refinements or changes to the current web site
2. Writing and distribution of content for news media use, especially in
national /international markets
3. Preparation of content for any current or new brochures or other
collateral material
4. Creation of special communications products (e.g., advertisements)
5. Public affairs counsel as may be required in regard to the City's
activities
Any additional communications support provided by BWG shall be approved
in advance in writing by the City's representative.
Section 2. Consideration
A. Fees.
1) The City agrees to pay BWG for professional services rendered under
Section I.A. of this Agreement, based on the total number of hours
worked on behalf of the City and BWG's rates for professional services.
2) BWG agrees that the total amount to be paid for its services under
Section 1.A. of this Agreement shall not exceed Seven Thousand Five
Hundred Dollars ($7,500.00) per month.
3) The City agrees to pay BWG for professional services rendered under
Section 1.13. of this Agreement, based on the total number of approved
hours worked on behalf of the City and BWG's rates for professional
services.
4) BWG agrees that the total amount to be paid for its services under
Section 1.13. of this Agreement shall not exceed One Thousand Dollars
($1,000.00) during the term of this Agreement.
5) BWG will submit a detailed invoice for services rendered at the end of
each month under the Agreement.
6) The City shall pay to BWG amounts shown on each such statement
within forty five (45) days after receipt thereof.
B. Benefits.
BWG shall not be entitled to any benefits or privileges, including
without limitation social security, unemployment, medical or pension
payments, made available to employees of the City.
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C. Ownership of Materials
BWG warrants that Consideration as outlined above constitutes full
payment for services rendered. The City will be the sole owner of all
materials produced for the City by BWG. Any rewards, monetary or
otherwise, received from any materials produced will belong to the
City.
Section 3. Warranties and Representations
A. The City warrants and represents to BWG that it has the right and
authority to enter into this Agreement and that this Agreement does
not conflict with any other agreement or obligation of the City.
B . BWG warrants and represents to the City that it has the right and
authority to enter into this Agreement and to provide the City with the
services described in Section 1, and that this Agreement does not
conflict with any other agreement or obligation of BWG.
Section 4. Confidentiality
A. BWG agrees to treat as confidential any work produced by BWG
hereunder, as well as any information the City has provided to BWG,
whether now or in the future, in connection with the performance of
services under this Agreement (the "Information "). This provision
shall survive termination of this Agreement.
B. The confidentiality and use obligations set forth above apply to all or
any part of any Information provided before or after the effective date
of this Agreement except to the extent that:
1) BWG can show by written record that it possessed the
Information prior its receipt from the City;
2) The Information was already available to the public or became
so through no fault of BWG;
3) The Information is subsequently disclosed to BWG by a third
party that has the right to disclose it to BWG free of any
obligations of confidentiality; or
4) Five (5) years have elapsed from the later of the date of this
Agreement or the disclosure of the Information to BWG by the
City.
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Section 5. Term; Termination
A. The term of this Agreement shall commence on March 1, 2012, and
shall expire as of May 31, 2012, unless otherwise terminated as
provided in Section 5.13.
B. This Agreement is in effect for the period provided for herein unless
terminated by either party, giving thirty (30) days termination notice in
writing in compliance with Section 9 of this agreement. In the event
the City terminates this Agreement, all fees earned and properly
invoiced by BWG will be paid by the City, according to Section 2 of
this Agreement.
C. If either party commits any material breach of any covenant contained
herein and fails to remedy any such default or material breach within
thirty (30) days after written notice thereof by the other party, the other
party may, at its option, terminate this Agreement upon giving written
notice of termination to the breaching party.
D. Either party may terminate this Agreement, without cause, upon thirty
(30) days written notice delivered to the other party in the manner
provided hereinafter.
Section 6. Assignment
This Agreement is not assignable by either party without the prior written
consent of the other party.
Section 7. Independent Contractors
BWG shall perform all services under this Agreement as an "independent
contractor" and not as an employee or agent of the City. BWG shall not act as
the City's agent, and is not authorized to assume or create any obligation or
responsibility, express or implied, on behalf of, or in the name of, the City, or
to bind the City in any manner, except to reimburse BWG for any production
and related expenses as approved in advance and in writing by the City.
Section 8. Miscellaneous
This Agreement shall be construed in accordance with the laws of the State of
Indiana. If any provisions of this Agreement are or shall come into conflict
with the laws or regulations of any jurisdiction or any governmental entity
having jurisdiction over the parties or this contract, those provisions shall be
deemed automatically deleted, if such deletion is allowed by relevant law, and
the remaining terms and conditions of this Agreement shall remain in full
force and effect. If such a deletion is not so allowed or if such a deletion
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leaves terms thereby made clearly illogical or inappropriate in effect, the
parties agree to substitute new terms as similar in effect to the present terms of
this Agreement as may be allowed under the applicable laws and regulations
of the governmental entity involved.
Section 9. Notices
All notices or other communications which are required or permitted under
the terms of this Agreement shall be sufficient if delivered personally, by
registered or certified mail, return receipt requested, or by generally
recognized, prepaid, overnight air courier services, to the address and
individual set forth below. All such notices to either party shall be deemed to
have been provided when delivered, if delivered personally, three (3) days
after mailed, if sent by registered or certified mail, or the next business day, if
sent by generally recognized, prepaid, overnight air courier services.
To the City:
City of South Bend, Indiana
Department of Community and Economic Development
Attn: Donald Inks
Suite 1200 S County -City Building
227 West Jefferson Blvd.
South Bend, Indiana 46601
With a Copy to:
City Attorney
City of South Bend, Indiana
Legal Department
1400 County -City Building
227 West Jefferson Blvd.
South Bend, Indiana 46601
To BWG:
The Blue Waters Group, Inc.
Attn: Patrick Strickler
President
1400 Angela Blvd.
P.O. Box 110
South Bend, Indiana 46617
Section 10. Integration
This document constitutes the full understanding between the parties with
reference to the subject matter hereof, and no statements or agreements
whether, oral or written, made prior to or at the signing hereof, shall vary or
modify the written terms of this Agreement. Neither party shall claim any
amendment, modification, or release from any provisions of this Agreement
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by mutual agreement, acknowledgement, or otherwise, unless such mutual
agreement is in writing, signed by the other party, and specifically states that
it is an amendment to this Agreement.
Section 11. Access to Records
BWG, its subcontractors and agents, if any, shall maintain all books,
documents, papers, records and reports and shall provide copies of all testing
results to the City no later than the last business day of each month in which
such testing is conducted during the term of this Agreement. BWG shall also
make such materials available to the City for review at BWG's offices at all
reasonable times during the term of this Agreement and for a period of three
(3) years from the Expiration Date.
Section 12. Audits
BWG understands and acknowledges that it may be required to submit to an
audit of funds paid through this Agreement. Any such audit shall be
conducted in accordance with Indiana Code § 5 -11 -1, et seq. and audit
guidelines specified by the Indiana State Board of Accounts.
Section 13. Changes in Scope of Services
BWG understands and agrees that it shall not commence any additional work
or change the scope of the Services set forth in Section 1 unless authorized in
writing by the City. No claim for additional compensation shall be made by
BWG in the absence of prior written approval of the City.
Section 14. Compliance with Laws
BWG shall comply with all applicable federal, state and local laws, rules,
regulations and ordinances, and all provisions required thereby are hereby
incorporated herein by reference. The enactment of any state or federal
statute or the promulgation of any rules or regulation subsequent to execution
of this Agreement shall be reviewed by the City and BWG to determine
whether the provisions of this Agreement shall require formal modification.
BWG warrants that it and its subcontractors, if any, shall obtain and maintain
all required permits, licenses, registrations and approvals, as well as comply
with all health, safety, and environmental statutes, rules or regulations in
performance of the Services. BWG understands and acknowledges that
failure to do so shall constitute a material breach of this Agreement and shall
be grounds for immediate termination of the Agreement and may result in
denial of further work with the City.
Section 15. Condition of Payment
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The City shall not be required to pay for Services that are inconsistent with or
in violation of this Agreement nor for any Services performed in violation of
federal, state or local statute, ordinance, rule or regulation.
Section 16. Confidentiality and Disclosure of Information
BWG understands and agrees to comply with the legal requirements of
Indiana Code § 5- 14-3 -1 et seq. (commonly known as Indiana's Access to
Public Records Act), to the extent applicable, with respect to all
documentation.
Section 17. Conflict of Interest
BWG acknowledges that he or she (or it and its directors, officer, employees
and agents), may potentially be deemed to be a "public servant" as defined by
Indiana Code § 35- 41 -1 -24. BWG hereby represents and certifies that it may
enter into this agreement under Indiana Code § 35 -44 -1 and, to the extent
applicable, has executed and filed with the City and the appropriate bodies a
Uniform Conflict of Interest Disclosure Statement, the form of which is
attached hereto and incorporated herein as Exhibit A, prior to the City's
approval of this Agreement.
Section 18. Drug -Free Workplace
BWG hereby agrees to make a good faith effort to provide and maintain a
drug -free workplace. BWG will give written notice to the City within ten (10)
days after receiving actual notice that BWG or an employee of BWG within
the State of Indiana has been convicted of a criminal drug violation occurring
in the workplace.
Section 19. Relationship/Independent Contractor
Both parties, in the performance of this Agreement, shall act in an individual
capacity and not as agents, employees, partners, joint venturers or associates
of one another. The employee(s) or agent(s) of one party shall not be deemed
or construed to be the employee(s) or agent(s) of the other party for any
purpose whatsoever. Neither party will assume liability for any injury
(including death) to any person(s), or damage to any property, arising out of
the acts or omissions of the agents, employees or subcontractors of the other
party. BWG shall be solely responsible for providing all necessary
unemployment and workers' compensation insurance for BWG's employees.
BWG is solely responsible for compliance with federal, state and local laws
and regulations relating to taxes and social security payments that may be
required to be made in connection with the compensation provided under this
Agreement. The City, however, may file informational returns with the
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United States Internal Revenue Service or similar state agency regarding
payment made to BWG in accordance with this Agreement under conditions
imposed by federal, state or local laws applicable to such payment. The City
shall provide IRS Form 1099 if applicable.
Section 20. Insurance
BWG shall secure and keep in force during the term of this Agreement, the
following insurance coverage, covering BWG for any and all claims of any
nature which may in any manner arise out of or result from this Agreement:
(a) Commercial general liability, including contractual coverage, and products
or completed operations coverage, if applicable, with minimum liability
limits of $700,000 per person and $5,000,000 per occurrence unless
additional coverage is required by statute;
(b) Prior to commencement date of the Services provided herein, BWG shall
provide proof of such insurance coverage naming the City of South Bend,
Indiana as a co- insured by tendering to the City a certificate of insurance
prior to the commencement of this Agreement;
(c) The insurance coverage required under this Agreement shall include a
provision that the policy and endorsements may not be cancelled or
modified without prior written notice to the City.
Section 21. Indemnification
BWG hereby agrees to defend, indemnify, and hold harmless the City, its
officials, directors, employees, and agents from any and all claims of any
nature which arise from the performance by BWG under this Agreement and
from all costs and attorney fees in connection therewith, excepting for claims
arising out of the negligence of the City, its officials, directors, employees,
and agents. The obligations of BWG under this Section shall survive the
termination or expiration of this Agreement.
Likewise, the City agrees to indemnify, defend and hold harmless BWG and
its employees, officers, directors, shareholders, licensees and agents from and
against all liabilities, losses, damages or expenses, including reasonable
attorneys' fees and costs, which BWG may incur as a result of any claim, suit
or proceeding brought or threatened arising out any products and services or
any assertions BWG may make on the City's behalf or in any materials BWG
may prepare for the City, if, and only if, the assertions are based on
information, representations, reports, data or releases supplied to us by or
through the City.
Section 22. Equal Opportunity
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BWG shall comply with federal, state and local law in its hiring and
employment practices and policies for any activity covered by this
Agreement.
Section 23. Force Majeure
In the event that either party is unable to perform any of its obligations under
this Agreement or to enjoy any of its benefits because of natural disaster or
decrees of governmental bodies not the fault of the affected party ( "Force
Majeure Event "), the party who has been so affected shall immediately give
notice to the other party and shall do everything possible to resume
performance. Upon receipt of such notice, all obligations under this
Agreement shall immediately be suspended. If the period of non - performance
exceeds thirty (30) calendar days from receipt of notice of the Force Majeure
Event, the party whose ability to perform may terminate this Agreement by
giving written notice to the other party.
Section 24. Funding Cancellation and Payments
In accordance with I.C. 36- 1- 14 -11, I.C. 36 -1 -14 -12.2 and I.C. 36- 1- 14 -39,
payments by the City are subject to annual appropriation by the South Bend
Redevelopment Commission.
Section 25. Counterparts
This Agreement may be executed in counterparts, all of which shall be
deemed originals.
Section 26. Non - Collusion and Acceptance
The undersigned attests, subject to the penalties for perjury, that he /she is
BWG, or that he /she is the properly authorized representative, agent, member
or officer of BWG, that he /she has not, nor has any other member, employee,
representative, agent or officer of BWG, directly or indirectly, to the best of
the undersigned's knowledge, entered into or offered to enter into any
combination, collusion or agreement to receive or pay, and that he /she has not
received or paid, any sum of money or other consideration for the execution of
this Agreement other than that which appears upon the fact of this Agreement.
Section 27. E- Verify
a) BWG will not knowingly employ or contract with an unauthorized alien,
nor retain any employee or contract with a person that BWG subsequently
learns is an unauthorized alien. BWG agrees that it shall enroll in and verify
the work eligibility status of all BWG's newly hired employees through the E-
Verify Program as defined by I.C. 22- 5- 1.7 -3.
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b) BWG shall require its subcontractors performing work under this
Agreement to certify that the subcontractors do not knowingly employ or
contract with an unauthorized alien, nor retain any employee or contract with
a person that the subcontractor subsequently learns is an unauthorized alien,
and that the subcontractor has enrolled in and is participating in the E- Verify
Program.
IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement on
the dates indicated below.
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Printed Name and Title
South Bend Redevelopment Commission
ATTEST:
Printed Name and Title
South Bend Redevelopment Commission
Date: February 14, 2012
BLUE WATERS GROUP, INC.
Title:
Date: February , 2012
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Exhibit A
Uniform Conflict of Interest Disclosure Statement
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(2/93) Form 236
Uniform Conflict of Interest Disclosure Statement
Indiana Code 35- 44 -1 -3
A public servant who knowingly or intentionally has a pecuniary interest in or derives a profit from a
contract or purchase connected with an action by the governmental entity served by the public servant
commits conflict of interest, a Class D Felony. A public servant has a pecuniary interest in a contract or
purchase if the contract or purchase will result or is intended to result in an ascertainable increase in the
income or net worth of the public servant or a dependent of the public servant who is under the direct or
indirect administrative control of the public servant; or receives a contract or purchase order that is
reviewed, approved, or directly or indirectly administered by the public servant. "Dependent" means any
of the following: the spouse of a public servant; a child, stepchild, or adoptee (as defined in I.C. 31- 3 -4 -1)
of a public servant who is unemancipated and less than eighteen (18) years of age; and any individual
more than one -half (1/2) of whose support is provided during a year by the public servant.
The foregoing consists only of excerpts from I.C. 35- 44 -1 -3. Care should be taken to review I.C. 35-
44 -1 -3 in its entirety.
1. Name and Address of Public Servant Submitting Statement:
2. Title or Position With Governmental Entity:
3. a. Governmental Entity:
b. County:
4. This statement is submitted (check one):
a. as a "single transaction" disclosure statement, as to my financial interest in a specific
contract or purchase connected with the governmental entity which I serve, proposed to be made by the
governmental entity with or from a particular contractor or vendor; or
b. as an "annual" disclosure statement, as to my financial interest connected with any contracts
or purchases of the governmental entity which I serve, which are made on an ongoing basis with or from
particular contractors or vendors.
5. Name(s) of Contractor(s) or Vendor(s):
6. Description(s) of Agreement(s) or Purchase(s) (Describe the kind of contract involved, and the
effective date and term of the contract or purchase if reasonably determinable. Dates required if 4(a) is
selected above. If "dependent" is involved, provide dependent's name and relationship):
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7. Description of My Financial Interest (Describe in what manner the public servant or "dependent"
expects to derive a profit or financial benefit from, or otherwise has a pecuniary interest in, the above
contract(s) or purchase(s); if reasonably determinable, state the approximate dollar value of such profit or
benefit.):
(Attach extra pages if additional space is needed)
8. Approval of Appointing Officer or Body (To be completed if the public servant was appointed by an
elected public servant or the board of trustees of a state - supported college or university):
I (We) being the
(Title of Officer or Name of Governing Body)
and having the power to appoint
(Name of Governmental Entity)
of
the above named public servant to the public position to which he or she holds, hereby approve the
participation to the appointed disclosing public servant in the above described contract(s) or purchase(s)
in which said public servant has a conflict of interest as defined in Indiana Code 35- 44 -1 -3; however, this
approval does not waive any objection to any conflict prohibited by statute, rule, or regulation and is not
to be construed as a consent to any illegal act.
Elected Official Office
9. Effective Dates (Conflict of interest statements must be submitted to the governmental entity prior to
final action on the contract or purchase.):
Date Submitted Date of Action on Agreement or Purchase
10. Affirmation of Public Servant: This disclosure was submitted to the governmental entity and
accepted by the governmental entity in a public meeting to the governmental entity prior to final action on
the contract or purchase. I affirm, under penalty of perjury, the truth and completeness of the statements
made above, and that I am the above named public servant.
Signed:
(Signature of Public Servant)
Date:
Within 15 days after final action on the contract or purchase, copies of this statement must be filed with
the State Board of Accounts, Indiana Government Center South, 302 West Washington Street, Room
E418, Indianapolis, Indiana, 46204 -2765 and the Clerk of the Circuit Court of the county in which the
governmental entity executed the contract or purchase. A copy of this disclosure will be forwarded to the
Indiana State Ethics Commission.
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bwo
blue waters group
Feb. 7, 2012
MEMO TO: Mike Schmuhl
FROM: Patrick Strickler
RE: BWG Contract Extension
Per our telephone call last Friday, Feb. 3, 1 am providing you with this memorandum outlining
our proposed services to the City after Feb. 28, 2012, in the context of an amended Agreement
with a targeted end date of June 1, 2012. We understand that the City intends to follow an RFP
process for the selection of outside communications services, and that the process is expected
to require at least 90 days to complete.
As we discussed, the primary and probably sole area of our services during this interim period
of March -May will be the continued production and management of the City's web site and E-
newsletter, SouthBendON, in its current state of design and functionality. However,
recognizing that there may be instances in which refinement of the site's design, functionality
and content may be desired within this interim period, and in light of the possibility that various
new developments and opportunities may arise during this period that could require our
services, I am presenting you with a set of options that take these possibilities into account.
Our intent here is simply to provide a framework of options to help the City decide the extent
of services required, as the basis of the negotiations of the amended Agreement.
Option A: Produce and manage the SouthBendON web site and monthly newsletter
1. Coordinate one monthly editorial strategy meeting with client
2. Identify specific content and subject matter in consultation with the client
3. Conduct interviews and gather all information and photos as required
4. Produce copy for vetting by all story subjects and resources
5. Obtain final approval of content by client
6. Complete editing and proofing of all content
7. Apply content within current design format of the site and newsletter
8. Manage the production of the monthly newsletter for distribution to subscribers
9. Coordinate and manage the functionality of the site
Estimated monthly expense: $7,500
Option B: In addition to above, provide additional communications support as may be
needed
Completing any refinements or changes to the current web site
Writing and distribution of content for news media use, especially in
national /international markets
Preparation of content for any current or new brochures or other collateral material
4. Creation of special communications products (e.g., advertisements)
5. Public affairs counsel as may be required in regard to the City's activities
Estimated monthly expense: To be billed as services are required, at an average hourly rate of
$125.
Thank you for the opportunity to continue to be of service to the City of South Bend, and I look
forward to your thoughts and directions as to the options we have put forward.
Patrick Strickler
President
608.346.8842
thebluewatersgroup @vahoo.com