HomeMy WebLinkAboutResolution - 3133 - Agreement - TTU, & HSCRF - Technical Reserch Programs, LP&L - 06_22_1989DGV:dw
RESOLUTION
Rpsplution # 3133
June 22 1989
Item #H
WHEREAS, the City Council deems it to be in the best interest of the
citizens of the City of Lubbock, Texas, to enter into a Research and
Development Agreement with the Texas Tech University and Health Sciences
Center Research Foundation; and
WHEREAS, said Agreement will serve to benefit the citizens by
improving the efficiency of Lubbock Power and Light through specific
technical research programs as described in said Agreement; NOW THEREFORE:
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and
directed to execute for'and on behalf of the City of Lubbock a Research and
Development Agreement with the Texas Tech University and Health Sciences
Center Research Foundation, a nonprofit corporation, for technical research
programs. A copy of said Agreement is attached hereto and made a part
hereof for all purposes and shall be spread upon the minutes of the City
Council of the City of Lubbock.
Passed by the City Council this 22nd
, City Secrdtary
APP VED AS TO CONT NT:
Carroll McDonald, Assistant City
Manager of Utilities
APPROVED AS TO FORM.
�� g� &!A "-
DoW d G. Vandiv'er,.First Assistant
City Attorney
day of June , 1989.
B . �C . McM N , MAYOR
1
RESEARCH AND DEVELOPMENT AGREEMENT
THIS.AGREEMENT, effective this day of , 1989,
by and between the_C1ty of Lubbock, acting through Lubbock Power and Light
(hereinafter referred to as "LP8L") and Texas Tech University and Health
Sciences Center Research Foundation (hereinafter referred to as the
"Research Foundation").
WITNESSETH:
WHEREAS, the research and development program contemplated by
this Agreement is of mutual interest and benefit to LP8L and to the Research
Foundation, will further the instructional and research objectives of the
Research Foundation in a manner consistent with its status as a non-profit,
tax-exempt institution, and may derive benefits for both LP8L and the
Research Foundation through inventions, improvements, and/or discoveries;
WHEREAS, LP8L and the Research Foundation are both not -for -profit
organizations, and all funds covered by this Agreement shall be expended
directly on the research efforts discussed herein;
NOW, THEREFORE, in consideration of the premises and mutual
covenants herein contained, the parties hereto agree to the following:
ARTICLE 1 - DEFINITIONS
-----------------------
As used herein, the following terms shall have the following
meanings:
1.1 "Program" shall mean the description of the overall program
or _combination of tasks, as described in Appendix A hereof, under the
direction of Ernst W. Kiesling, Ph.D., or his designee as Program Manager.
1.2 "Task" or "project" shall mean any of a series of specific
research requirements as specified by LP8L. in this Agreement, the terms
"task" and "project" are used interchangeably. Combined, all Tasks so
specified shall comprise the Program. All Tasks, once identified by LP8L,
shall be incorporated into this Agreement, and included herewith as Appendix
A.
1.3 A "Project Director" or "Task Director" shall be named for
each task. Responsibilities of the person so named include fulfilling the
terms of the Task requirements as outlined in the Task description. The
Program Manager may act as Task Director.
1.4 "Program Contract Period" is January 15, 1989, through
September 30, 1990, regardless of the date signed.
1.5 "Task Performance Period" shall be stipulated on a Task by
Task basis and included in Appendix A.
1.6 "Intellectual Property" shall mean individually and collect-
ively all inventions, improvements and/or discoveries which are conceived
and/or made (1) by one or more employees of the Research Foundation, or
(ii) by one or more employees of LP&L working jointly with Research Founda-
tion personnel In the performance of the Program.
1.7 "Task Funds" shall be defined as all costs of performing a
Task covered by this Program. Task funds shall ordinarily be provided by
LP&L, but additional Task Funds may, under certain circumstances, be
provided by the Research Foundation. Examples of Task Funds include, but
are not limited to, salaries and wages, fringe benefits, research supplies,
recovery of indirect costs, and the costs associated with the application,
filing, prosecution, and maintenance of a patent or other Intellectual
Property protection.
1.8 The "Distribution Formula" is the arithmetic means by which
an equitable distribution of benefits derived from Intellectual Property
shall be accomplished, pursuant to Paragraph 7.3. The Distribution Formula
Is defined below:
X = Task'Funds Provided by LP&L
Y = Task Funds Provided by the Research Foundation
X
LP&L's Share of Benefits-------
2 (X+Y)
Research Foundation's K
Share of Benefits 1 --------
2 (K+Y)
ARTICLE 2 - RESEARCH WORK
2.1 The Research Foundation shall commence the performance of
a Task promptly upon written notification from LP&L, and shall use reason-
able efforts to perform such Task substantially In accordance with the
terms and conditions of this Agreement. LP&L and the Research Foundation
may at any time amend a Task or the Program by mutual written agreement.
2.2 Should LP&L find it necessary to discontinue a Task or the
Program, or in the event that the Task Director and/or Program Manager
becomes unable or unwilling to continue a Task or the Program, and a
mutually acceptable substitute is not available, the Research Foundation
and/or LP&L shall have the option to terminate either a Task or the Program
or both, pursuant to the terms In Article 9 below.
2
ARTICLE 3 - REPORTS AND CONFERENCES
-----------------------------------
3.1 Written program reports shall be provided by the Research
Foundation to LP&L,on a Task by Task basis. A final -report for.,each Task
shall be submitted by the Research Foundation within thirty (30) days of the
conclusion of each Task Performance Period, or upon early termination of
this Agreement.
3.2 During the term of this Agreement, representatives of the
Research Foundation will meet with representatives of LP&L at times and
places mutually agreed upon to discuss the progress and results, as well as
ongoing plans, or changes therein, of the Tasks and the Program to be per-
formed hereunder.
ARTICLE 4 - COSTS, BILLINGS, AND OTHER SUPPORT
----------------------------------------------
4.1 It is agreed to and understood by the parties hereto that,
subject to Article 2, total costs to LP&L hereunder shall not exceed the
sum of One Hundred Thousand Dollars ($100,000). Further, the sum of Fifty
Thousand Dollars ($50,000) shall not be exceeded during either of the twelve
month periods ending September 30, 1989, or September 30, 1990. A firm
fixed price shall be assigned to each Task, and payments shall be made by
LP&L according to the schedule established In the description of each Task.
In the absence of a specified payment schedule, the.Research Foundation will
bill LP&L on a quarterly basis.
4.2 As stated in Article 2, LP&L will commit to each Task indi-
vidually in writing and will be responsible only for Tasks so authorized.
Tasks will be authorized only upon proper appropriation of funds by the
City of Lubbock. LP&L will not be responsible for any unauthorized Tasks.
Further, the Research Foundation will commit to each Task individually and
will assume liability for performance of only those Tasks so authorized.
4.3 In the conduct of a Task, should the Research Foundation make
use of equipment or facilities owned by LP&L, then the terms and conditions
of such use shall be specified and attached to the corresponding Task
specification included In Appendix A. When .special equipment must be
purchased to complete a Task and such purchase affects the cost of the Task
to LP&L, then the distribution of costs and the disposition or ownership of
the special equipment shall_be specified in the Task specification.
4.4 Anything herein to the contrary notwithstanding, in the event
of early termination of this Agreement by LP&L pursuant to Article 9 hereof,
LP&L shall pay all costs accrued by the Research Foundation as of the date
of termination, including non -cancellable obligations, which shall include
all non -cancellable contracts and fellowships or postdoctoral associate
appointments called for In Appendix A, incurred prior to the effective date
of termination. The Research Foundation shall provide cost data pertaining
to each Task in such a way that LP&L can readily determine the extent of
3
such obligations noted in this paragraph. This data must be provided to
LP&L prior to LPBL authorizing any task. LP&L will not be obligated for
more than is outlined in the Task budgets. After termination, any obliga-
tion of LPBL for fellowships or postdoctoral associates shall end no later
than the end of the Research Foundation's fiscal year (August 31) following
termination.
ARTICLE 5 - PUBLICITY
5.1 LP&L will not use the name of the Research Foundation, nor
of any member of the Research Foundation's Project staff, in any publicity,
advertising, or news release without the prior written approval of an
authorized representative of the Research Foundation. The Research
Foundation will not use the name of LP&L, nor any employee of LP&L, in
any publicity without the prior written approval of LP&L.
ARTICLE 6 - PUBLICATIONS
------------------------
6.1 LP&L recognizes that under Research Foundation policy, the
results of sponsored projects are normally publishable and agrees that
researchers engaged in the Program shall be permitted to present at
symposia, national or regional professional meetings, and to publish in
journals, theses or disserations, or otherwise of their own choosing,
methods and results of the Program, provided, however, that LP&L shall
have been furnished copies of any proposed publication or presentation at
least one (1) month in advance of the submission of such proposed
publication or presentation to a Journal, editor, or other third party.
LP&L shall have one (1) month, after receipt of said copies, to object to
such proposed presentation or proposed publication because there is patent-
able or proprietary subject matter which needs protection. In the event
that LP&L makes such objection, said Researcher(s) shall refrain from making
such publication or presentation for a maximum of twelve (12) months from
date of receipt of such objection. This twelve (12) month time period will
allow the Research Foundation, either acting on its own initiative or upon
receiving directions from LP&L, to file patent application(s) with the
United States Patent and Trademark Office and/or foreign patent office(s)
directed to the patentable subject matter contained in the proposed publica-
tion or presentation. The provisions of Article 7 shall govern distribution
of filing costs and the ownership and distribution of rights to Intellectual
Property.
ARTICLE 7 - INTELLECTUAL PROPERTY
---------------------------------
7.1 The purpose of this article is to provide for equitable
distribution of the costs and income to,be derived from Intellectual
4
Property, including but not limited to inventions, improvements, and/or
discoveries, whether patentable or not. The intent is to achieve fairness
and equity between LPBL and the Research Foundation, while encouraging a
spirit of cooperation among employees of both organizations, and creating a
stimulating environment that fosters initiative and creativity among all
those involved in a Task under this Agreement.
7.2 When it can be mutually agreed upon that employees of the
Research Foundation or employees of LPBL developed Intellectual Property
entirely on their own, without help or assistance from those in the other
organization, then all rights to such Intellectual Property shall remain
with the employer of the person(s) developing such property. However, the
party claiming ownership shall grant to the other party non-exclusive,
royalty -free rights to the property.
7.3 Employees of LPBL and the Research Foundation shall, within
ten (10) working days, notify the other organization of any Intellectual
Property which might be patentable or copyrightable. Notification shall
also be given when information of possible proprietary interest is dis-
covered. Except when exclusivity as discussed in Article 7.2 exists,, owner-
ship of Intellectual Property shall ordinarily reside with the Research
Foundation, while LPBL shall ordinarily recognize the potential value of
the Intellectual Property. Should the parties agree that both organizations
have contributed to the evolution of the Intellectual Property, then the
parties shall negotiate the distribution of the costs associated with the
application, filing, prosecution, and maintenance of a patent or other
Intellectual Property protection. The benefits derived from such Intellect-
ual Property shall be distributed using the "Distribution Formula" defined
In Paragraph 1.8. The distribution of benefits shall also pertain to
Intellectual Property developed after a Task Performance Period, if the
nature and scope of the Task led to the subsequent
development of the Intellectual Property.
7.4 if LPBL elects not to exercise its option to participate in
a patent application pursuant to Article 7.3 above, the Research Foundation
shall be free to, at its sole expense, file or continue prosecution or
maintain any such application(s), and to maintain any protection issuing
thereon in the U.S. and in any foreign country.
ARTICLE 8 - GRANT OF RIGHTS
---------------------------
8.1 Pursuant to Article 7, the Research Foundation grants LPBL
the first option, at LPBL's sole selection, for either a non-exclusive,
royalty -free license or, for consideration, an exclusive license with a
right to sublicense on terms and conditions to be mutually agreed upon.
The option for an exclusive license shall extend for a time period of twelve
(12) months from the date of -termination of the Agreement. LPBL shall have
a continuous option for a non-exclusive, royalty -free license. LPBL shall
also be granted a non-exclusive,.royalty-free license on all modifications
and/or, improvements to Intellectual,Property as they occur.
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ARTICLE 9 - TERM AND TERMINATION
--------------------------------
9.1 This Agreement shall become effective upon the date first
hereinabove written and shall continue in effect for the full duration of
the Contract Period unless sooner terminated in accordance with the
provisions of this Article. The parties hereto may, however, extend the
term of this Agreement for additional periods as desired under mutually
agreeable terms and conditions which the parties reduce to writing and
sign. Either party may terminate this agreement upon ninety (90) days
prior written notice to the other.
9.2 In the event that either party hereto shall commit any breach
of or default in any of the terms or conditions of this Agreement, and also
shall fail to remedy such default or breach within ninety (90) days after
receipt of written notice thereof from the other party hereto, the party
giving notice may, at its option and in addition to any other remedies which
It may have at law or in equity, terminate this Agreement by sending notice
of termination in writing to the other party to such effect, and such termi-
nation shall be effective as of the date of the receipt of such notice. In
the event of termination of the Agreement, Article 7 regarding Intellectual
Property shall remain in effect for any Intellectual Property rights filed
for as a result of work performed while the Agreement was in effect.
Article 7 shall also remain in effect for any Intellectual Proprerty which
may be developed as a result of a Task authorized by LP&L.
9.3 Subject to Article 8, termination of this Agreement by either
party for any reason shall not affect the rights and obligations of the
parties accrued prior to the effective date of termination of this
Agreement. No termination of this Agreement, however effectuated, shall
affect LP&L's rights and duties under Article 7 hereof, or release the
parties hereto from their rights and obligations under Articles 4, 5, 6, 7,
8, and 10.
ARTICLE 10 - INDEPENDENT CONTRACTOR
-----------------------------------
10.1 In the performance of all services hereunder:
10.1.1 The Research Foundation shall be deemed to be and
shall be an independent contractor and, as such, the Research Foundation
shall not be entitled to any benefits applicable to the employees of LP&L.
10.1.2 Neither party is authorized or empowered to act as
agent for the other for any purpose and shall not on behalf of the other
enter into any contract, warranty, or representation as to any matter.
Neither shall be bound by the acts or conduct of the other.
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ARTICLE 11 - INSURANCE
11.1 The Research Foundation warrants and represents that the
Research Foundation has workers compensation insurance, such protection
being applicable to employees and agents while acting within the scope of
their employment by the.Research Foundation, -and the Research Foundation has
no liability Insurance policy as such that can extend protection to any
other person.
11.2 Each party hereby assumes any and all risks of personal
injury and property damage attributable to the negligent acts or omissions
of that party and the officers, employees, and agents thereof.
ARTICLE 12 - GOVERNING LAW
--------------------------
12.1 This Agreement shall be governed and construed In accordance
with the laws of the State of Texas.
ARTICLE 13 - ASSIGNMENT
-----------------------
13.1 This Agreement shall not be assigned by either party without
the prior written consent of the parties hereto.
ARTICLE 14 - AGREEMENT MODIFICATION
-----------------------------------
14.1 Any agreement to change the terms of this Agreement in any
way shall be valid only if the change is made in writing and approved by
mutual agreement of authorized representatives of the parties hereto.
ARTICLE 15 - NOTICES
--------------------
15.1 Notices, invoices, communications, and payments hereunder
shall be deemed made if given by U.S. mail, postage prepaid, and addressed
to the party to receive such notice, invoice, or communication at the
address given below, or such other address as may hereafter be designated
by notice in writing:
7
If to LPBL:
TOM BUCHANAN
LUBBOCK POWER & LIGHT
CITY OF LUBBOCK
P.O. BOX 2000
LUBBOCK, TEXAS 79457
If to the Research Foundation: SCOTT BADGETT
TEXAS TECH RESEARCH FOUNDATION
OFFICE OF DEVELOPMENT
P.O. BOX 4650
LUBBOCK, TEXAS 79409-1081
If Technical Matter: ERNST W. KIESLING, PH.D.
DIRECTOR, CENTER FOR ADVANCED
RESEARCH AND ENGINEERING
P.O. BOX 4200
LUBBOCK, TEXAS 79409-3103
IN WITNESS WHEREOF, the parties have caused these presents to be
executed in duplicate as of the day and year first above written.
The City of Lubbock
By: B. C. McMinn
Title: Mayor.
Date: to-ao2-9
T:
Rane to Boyd, City Secreta
APPROVED AS'TO CONTENT:
Carroll McDonald, Assistant City
Manager of Utilities
AP VED AS FORM:
b-�D ald G. Vandiver, st Assistant
City Attorney
0
Texas Tech University and Health
Sciences Center Research Foundation
By: Jens Hansen t /./
T le: Vick Chairman
Date: �
APPENDIX A
TASK SPECIFICATIONS
---------------------------------------
Task #1: Building Energy Use in Lubbock
---------------------------------------
Task Director:
--------------
John P. Craig, Ph.D.
Electrical Engineering
Texas Tech University
Task Performance Period:
------------------------
January 15, 1989 to August 31, 1989
Use of Equipment or Facilities Owned by LP&L:
---------------------------------------------
None
Firm Fixed Price:
-----------------
$14,000.00
Statement of Work:
------------------
The objective of this task is to develop a user-friendly computer
program that calculates energy use for various types of buildings and
residences in the Lubbock climate.
To achieve good accuracy, the input data must be carefully selected.
A special input section will be included in order for an operator with
little training In computer usage and/or energy calculation to use the
program. The user will be led through the data entry one question at a
time. The responses to individual questions may be quantitative, e.g.,
a wall length or height, or they may be chosen from a menu containing a
variety of choices. For example, the operator may be asked whether the
building is residential or commercial, or he/she may be asked to select
one of several types of wall construction. The operator will not have
to supply detailed weather data. However, since the weather does vary
from year to year, and does affect the building energy use, the
operator can select from choices of mild, medium or severe winters
9
It
and summers. Additionally, the operator must specify whether the air
conditioning 1s refrigeration or evaporative, and whether the heating
Is all electric, resistive or heat pumps, gas, or some combination
thereof. in the case of commercial buildings, some information concern-
ing the building use and any special energy consuming equipment must be
supplied.
The output section of the program will provide cost as well as quantity
of energy usage. This means that energy cost rates must be supplied
In the input section of the program. The program can be rerun for
different combinations of mild, medium and severe winters and summers
to see how much the energy use and costs may vary from year to year.
The program will be designed to run on an inexpensive MS-DOS portable
IBM compatible PC. A hard disk may be desirable, but will not be
required. Verification of the program's accuracy will be obtained by
applying It to several different buildings whose energy use histories
are known.
10
V
•
-------------------------------------------------
Task #2: Heat Exchanger Tube Replacement Schedule
-------------------------------------------------
Task Director:
--------------
Ernesto Fischer, Ph.D.
Chemical Engineering
Texas Tech University
Task Performance Period:
------------------------
January 15, 1989 to August 31, 1989
Use of Equipment or Facilities Owned by LPBL:
---------------------------------------------
None
Firm Fixed Price:
-----------------
$21,000.00
Statement of Work:
------------------
The objective of this research is to determine the optimal bundle
replacement schedule for the heat exchangers at LP&L. As a result of
this project, a maximum tube covering percentage will be determined
from the operational and economic factors that govern this particular
power cycle.
The first task will be to determine the operational parameters for the
system, e.g.:
- Actual physical dimensions of the bundle;
- Historical operational data, to obtain
Heat transfer correlation applicable
Fouling coefficient variation with use
- Operational constraints
Maximum flow rates
Maximum heat loads
Economical parameters
Cost of bundle replacement
Other costs, e.g., maintenance, pumping, water treatment