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Home My WebLink About26-050 West Coast Code Consultants, Inc for Plan Review Services for the Dividend Homes IIPlan Review Services for the Dividend Homes II Page 1 of 9 Professional/Consulting Contracts /Version: March 2025 PROFESSIONAL/CONSULTING SERVICES AGREEMENT 1. PARTIES This Agreement is made by and between the City of Cupertino, a municipal corporation (“City”), and West Coast Code Consultants, Inc. (“Contractor”), a Corporation for Plan Review Services for the Dividend Homes II, and is effective on the last date signed below (“Effective Date”). 2. SERVICES 2.1 Contractor agrees to provide the services and perform the tasks (“Services”) set forth in detail in Scope of Services, attached here and incorporated as Exhibit A. Contractor further agrees to carry out its work in compliance with any applicable local, State, or Federal order regarding COVID-19. 2.2 Contractor’s duties and services under this agreement shall not include preparing or assisting the City with any portion of the City’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Contractor’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Contractor shall cooperate with the City to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement. 3. TIME OF PERFORMANCE 3.1 This Agreement begins on the Effective Date and ends on June 30, 2026 (“Contract Time”), unless terminated earlier as provided herein. The City’s appropriate department head or City Manager may extend the Contract Time through a written amendment to this Agreement, provided such extension does not include additional contract funds. Extensions requiring additional contract funds are subject to the City’s purchasing policy. 3.2 Schedule of Performance. Contractor must deliver the Services in accordance with the Schedule of Performance, attached and incorporated here Exhibit B. 3.3 Time is of the essence for the performance of all the Services. Contractor must have sufficient time, resources, and qualified staff to deliver the Services on time. Plan Review Services for the Dividend Homes II Page 2 of 9 Professional/Consulting Contracts /Version: March 2025 4. COMPENSATION 4.1 Maximum Compensation. City will pay Contractor for satisfactory performance of the Services an amount that will based on actual costs but that will be capped so as not to exceed $14,233.60 (“Contract Price”), based upon the scope of services in Exhibit A and the budget and rates included in Exhibit C, Compensation attached and incorporated here. The maximum compensation includes all expenses and reimbursements and will remain in place even if Contractor’s actual costs exceed the capped amount. No extra work or payment is permitted without prior written approval of City. 4.2 Invoices and Payments. Monthly invoices must state a description of the deliverable completed and the amount due for the preceding month. Within thirty (30) days of completion of Services, Contractor must submit a requisition for final and complete payment of costs and pending claims for City approval. Failure to timely submit a complete and accurate paym ent requisition relieves City of any further payment or other obligations under the Agreement. 5. INDEPENDENT CONTRACTOR 5.1 Status. Contractor is an independent contractor and not an employee, partner, or joint venture of City. Contractor is solely responsible for the means and methods of performing the Services and for the persons hired to work under this Agreement. Contractor is not entitled to health benefits, worker’s compensation, or other benefits from the City. 5.2 Contractor’s Qualifications. Contractor warrants on behalf of itself and its subcontractors that they have the qualifications and skills to perform the Services in a competent and professional manner and according to the highest standards and best practices in the industry. 5.3 Permits and Licenses. Contractor warrants on behalf of itself and its subcontractors that they are properly licensed, registered, and/or certified to perform the Services as required by law and have procured a City Business License, if required by the Cupertino Municipal Code. 5.4 Subcontractors. Only Contractor’s employees are authorized to work under this Agreement. Prior written approval from City is required for any subcontractor, and the terms and conditions of this Agreement will apply to any approved subcontractor. 5.5 Tools, Materials, and Equipment. Contractor will supply all tools, materials and equipment required to perform the Services under this Agreement. 5.6 Payment of Benefits and Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. Contractor and any of its employees, agents, and subcontractors shall not have any claim under this Agreement or otherwise against City for seniority, vacation time, vacation pay, sick leave, personal time off, overtime, health insurance, medical care, hospital care, insurance benefits, social security, disability, unemployment, workers compensation or employee benefits of any kind. Contractor shall be solely liable for and obligated to pay directly all applicable taxes, fees, contributions, or charges applicable to Contractor’s business including, but not limited to, federal and state income taxes. City shall have no obligation whatsoever to pay or withhold any taxes or benefits on behalf of Contractor. In the event that Contractor or any employee, agent, or subcontractor of Contractor providing services under this Plan Review Services for the Dividend Homes II Page 3 of 9 Professional/Consulting Contracts /Version: March 2025 Agreement is determined by a court of competent jurisdiction, arbitrator, or administrative authority, including but not limited to the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City, and actual attorney’s fees incurred by City in connection with the above. 6. PROPRIETARY/CONFIDENTIAL INFORMATION In performing this Agreement, Contractor may have access to private or confidential information owned or controlled by the City, which may contain proprietary or confidential details the disclosure of which to third parties may be damaging to City. Contractor shall hold in confidence all City information provided by City to Contractor and use it only to perform this Agreement. Contractor shall exercise the same standard of care to protect City information as a reasonably prudent contractor would use to protect its own proprietary data. 7. OWNERSHIP OF MATERIALS 7.1 Property Rights. Any interest (including copyright interests) of Contractor in any product, memoranda, study, report, map, plan, drawing, specification, data, record, document, or other information or work, in any medium (collectively, “Work Product”), prepared by Contractor in connection with this Agreement will be the exclusive property of the City upon completion of the work to be performed hereunder or upon termination of this Agreement, to the extent requested by City. In any case, no Work Product shall be shown to any third-party without prior written approval of City. 7.2 Copyright. To the extent permitted by Title 17 of the U.S. Code, all Work Product arising out of this Agreement is considered “works for hire” and all copyrights to the Work Product will be the property of City. Alternatively, Contractor assigns to City all Work Product copyrights. Contractor may use copies of the Work Product for promotion only with City’s written approval. 7.3 Patents and Licenses. Contractor must pay royalties or license fees required for authorized use of any third party intellectual property, including but not limited to patented, trademarked, or copyrighted intellectual property if incorporated into the Services or Work Product of this Agreement. 7.4 Re-Use of Work Product. Unless prohibited by law and without waiving any rights, City may use or modify the Work Product of Contractor or its sub-contractors prepared or created under this Agreement, to execute or implement any of the following: (a) The original Services for which Contractor was hired; (b) Completion of the original Services by others; (c) Subsequent additions to the original Services; and/or (d) Other City projects. 7.5 Deliverables and Format. Contractor must provide electronic and hard copies of the Work Product, on recycled paper and copied on both sides, except for one single-sided original. Plan Review Services for the Dividend Homes II Page 4 of 9 Professional/Consulting Contracts /Version: March 2025 8. RECORDS Contractor must maintain complete and accurate accounting records relating to its performance in accordance with generally accepted accounting principles. The records must include detailed information of Contractor’s performance, benchmarks and deliverables, which must be available to City for review and audit. The records and supporting documents must be kept separate from other records and must be maintained for four (4) years from the date of City’s final payment. Contractor acknowledges that certain documents generated or received by Contractor in connection with the performance of this Agreement, including but not limited to correspondence between Contractor and any third party, are public records under the California Public Records Act, California Government Code section 6250 et seq. Contractor shall comply with all laws regarding the retention of public records and shall make such records available to the City upon request by the City, or in such manner as the City reasonably directs that such records be provided. 9. ASSIGNMENT Contractor shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of City. Any attempt to do so will be null and void. Any changes related to the financial control or business nature of Contractor as a legal entity is considered an assignment of the Agreement and subject to City approval, which shall not be unreasonably withheld. Control means fifty percent (50%) or more of the voting power of the business entity. 10. PUBLICITY / SIGNS Any publicity generated by Contractor for the project under this Agreement, during the term of this Agreement and for one year thereafter, will reference the City’s contributions in making the project possible. The words “City of Cupertino” will be displayed in all pieces of publicity, including flyers, press releases, posters, brochures, public service announcements, interviews and newspaper articles. No signs may be posted, exhibited or displayed on or about City property, except signage required by law or this Contract, without prior written approval from the City. 11. INDEMNIFICATION 11.1 To the fullest extent allowed by law, and except for losses caused by the sole and active negligence or willful misconduct of City personnel, Contractor shall indemnify, defend and hold harmless City, its City Council, boards and commissions, officers, officials, employees, agents, servants, volunteers, and consultants (“Indemnitees”), through legal counsel acceptable to City, from and against any and all liability, damages, claims, actions, causes of action, demands, charges, losses, costs, and expenses (including attorney fees, legal costs, and expenses related to litigation and dispute resolution proceedings) of every nature, arising directly or indirectly from this Agreement or in any manner relating to any of the following: (a) Breach of contract, obligations, representations, or warranties; (b) Negligent or willful acts or omissions committed during performance of the Services; (c) Personal injury, property damage, or economic loss resulting from the work or performance Plan Review Services for the Dividend Homes II Page 5 of 9 Professional/Consulting Contracts /Version: March 2025 of Contractor or its subcontractors or sub-subcontractors; (d) Unauthorized use or disclosure of City’s confidential and proprietary Information; (e) Claim of infringement or violation of a U.S. patent or copyright, trade secret, trademark, or service mark or other proprietary or intellectual property rights of any third party. 11.2 Contractor must pay the costs City incurs in enforcing this provision. Contractor must accept a tender of defense upon receiving notice from City of a third-party claim. At City’s request, Contractor will assist City in the defense of a claim, dispute, or lawsuit arising out of this Agreement. 11.3 Contractor’s duties under this section are not limited to the Contract Price, workers’ compensation payments, or the insurance or bond amounts required in the Agreement. Nothing in the Agreement shall be construed to give rise to an implied right of indemnity in favor of Contractor against City or any Indemnitee. 11.4 Contractor’s payments may be deducted or offset to cover any money the City lost due to a claim or counterclaim arising out of this Agreement, or a purchase order, or other transaction. 11.5 Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 11 from each and every subcontractor, or any other person or entity involved by, for, with, or on behalf of Contractor in the performance of this Agreement. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. 11.6 This Section 11 shall survive termination of the Agreement. 12. INSURANCE Contractor shall comply with the Insurance Requirements, attached and incorporated here as Exhibit D, and must maintain the insurance for the duration of the Agreement, or longer as required by City. City will not execute the Agreement until Cit y approves receipt of satisfactory certificates of insurance and endorsements evidencing the type, amount, class of operations covered, and the effective and expiration dates of coverage. Failure to comply with this provision may result in City, at its sole discretion and without notice, purchasing insurance for Contractor and deducting the costs from Contractor’s compensation or terminating the Agreement. 13. COMPLIANCE WITH LAWS 13.1 General Laws. Contractor shall comply with all local, state, and federal laws and regulations applicable to this Agreement. Contractor will promptly notify City of changes in the law or other conditions that may affect the Project or Contractor’s ability to perform. Contractor is responsible for verifying the employment authorization of employees performing the Services, as required by the Immigration Reform and Control Act. 13.2 Labor Laws. Contractor shall comply with all labor laws applicable to this Agreement. If the Scope of Services includes a “public works” component, Contractor is required to comply with prevailing wage laws under Labor Code Section 1720 and other labor laws. Plan Review Services for the Dividend Homes II Page 6 of 9 Professional/Consulting Contracts /Version: March 2025 13.3 Discrimination Laws. Contractor shall not discriminate on the basis of race, religious creed, color, ancestry, national origin, ethnicity, handicap, disability, marital status, pregnancy, age, sex, gender, sexual orientation, gender identity, Acquired-Immune Deficiency Syndrome (AIDS), or any other protected classification. Contractor shall comply with all anti-discrimination laws, including Government Code Sections 12900 and 11135, and Labor Code Sections 1735, 1777, and 3077.5. Consistent with City policy prohibiting harassment and discrimination, Contractor understands that harassment and discrimination directed toward a job applicant, an employee, a City employee, or any other person, by Contractor or its employees or sub-contractors will not be tolerated. Contractor agrees to provide records and documentation to the City on request necessary to monitor compliance with this provision. 13.4 Conflicts of Interest. Contractor shall comply with all conflict of interest laws applicable to this Agreement and must avoid any conflict of interest. Contractor warrants that no public official, employee, or member of a City board or commission who might have been involved in the making of this Agreement, has or will receive a direct or indirect financial interest in this Agreement, in violation of California Government Code Section 1090 et seq. Contractor may be required to file a conflict of interest form if Contractor makes certain governmental decisions or serves in a staff capacity, as defined in Section 18700 of Title 2 of the California Code of Regulations. Contractor agrees to abide by the City’s rules governing gifts to public officials and employees. 13.5 Remedies. Any violation of Section 13 constitutes a material breach and may result in City suspending payments, requiring reimbursements or terminating this Agreement. City reserves all other rights and remedies available under the law and this Agreement, including the right to seek indemnification under Section 11 of this Agreement. 14. PROJECT COORDINATION City Project Manager. The City assigns Sean Hatch as the City’s representative for all purposes under this Agreement, with authority to oversee the progress and performance of the Scope of Services. City reserves the right to substitute another Project manager at any time, and without prior notice to Contractor. Contractor Project Manager. Subject to City approval, Contractor assigns Donald Zhao as its single Representative for all purposes under this Agreement, with authority to oversee the progress and performance of the Scope of Services. Contractor’s Project manager is responsible for coordinating and scheduling the Services in accordance with the Scope of Services and the Schedule of Performance. Contractor must regularly update the City’s Project Manager about the progress with the work or any delays, as required under the Scope of Services. City written approval is required prior to substituting a new Representative. 15. ABANDONMENT OF PROJECT City may abandon or postpone the Project or parts therefor at any time. Contractor will be compensated for satisfactory Services performed through the date of abandonment, and will be given reasonable time to assemble the work and close out the Services. With City’s pre-approval in writing, the time spent in closing out the Services will be compensated up to a maximum of ten percent (10%) of the total time expended to date in the performance of the Services. Plan Review Services for the Dividend Homes II Page 7 of 9 Professional/Consulting Contracts /Version: March 2025 16. TERMINATION City may terminate this Agreement for cause or without cause at any time. Contractor will be paid for satisfactory Services rendered through the date of termination, but final payment will not be made until Contractor closes out the Services and delivers the Work Product. 17. GOVERNING LAW, VENUE, AND DISPUTE RESOLUTION This Agreement is governed by the laws of the State of California. Any lawsuits filed related to this Agreement must be filed with the Superior Court for the County of Santa Clara, State of California. Contractor must comply with the claims filing requirements under the Government Code prior to filing a civil action in court. If a dispute arises, Contractor must continue to provide the Services pending resolution of the dispute. If the Parties elect arbitration, the arbitrator’s award must be supported by law and substantial evidence and include detailed written findings of law and fact. 18. ATTORNEY FEES If City initiates legal action, files a complaint or cross-complaint, or pursues arbitration, appeal, or other proceedings to enforce its rights or a judgment in connection with this Agreement, the prevailing party will be entitled to reasonable attorney fees and costs. 19. THIRD PARTY BENEFICIARIES There are no intended third party beneficiaries of this Agreement. 20. WAIVER Neither acceptance of the Services nor payment thereof shall constitute a waiver of any contract provision. City’s waiver of a breach shall not constitute waiver of another provision or breach. 21. ENTIRE AGREEMENT This Agreement represents the full and complete understanding of every kind or nature between the Parties, and supersedes any other agreement(s) and understanding(s), either oral or written, between the Parties. Any modification of this Agreement will be effective only if in writing and signed by each Party’s authorized representative. No verbal agreement or implied covenant will be valid to amend or abridge this Agreement. If there is any inconsistency between any term, clause, or provision of the main Agreement and any term, clause, or provision of the attachments or exhibits thereto, the terms of the main Agreement shall prevail and be controlling. 22. INSERTED PROVISIONS Each provision and clause required by law for this Agreement is deemed to be included and will be inferred herein. Either party may request an amendment to cure mistaken insertions or omissions of required provisions. The Parties will collaborate to implement this Section, as appropriate. Plan Review Services for the Dividend Homes II Page 8 of 9 Professional/Consulting Contracts /Version: March 2025 23. HEADINGS The headings in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit, or amplify the terms or provisions of this Agreement. 24. SEVERABILITY/PARTIAL INVALIDITY If any term or provision of this Agreement, or their application to a particular situation, is found by the court to be void, invalid, illegal, or unenforceable, such term or provision shall remain in force and effect to the extent allowed by such ruling. All other terms and provisions of this Agreement or their application to specific situations shall remain in full force and effect. The Parties agree to work in good faith to amend this Agreement to carry out its intent. 25. SURVIVAL All provisions which by their nature must continue after the Agreement expires or is terminated, including the Indemnification, Ownership of Materials/Work Product, Records, Governing Law, and Attorney Fees, shall survive the Agreement and remain in full force and effect. 26. NOTICES All notices, requests and approvals must be sent in writing to the persons below, which will be considered effective on the date of personal delivery or the date confirmed by a reputable overnight delivery service, on the fifth calendar day after deposit in the United States Mail, postage prepaid, registered or certified, or the next business day following electronic submission: To City of Cupertino Office of the City Manager 10300 Torre Ave. Cupertino, CA 95014 Attention: Sean Hatch Email: seanh@cupertino.org To Contractor: West Coast Code Consultants, Inc. 5000 Executive Pkwy., Suite 510 San Ramon, CA 94583 Attention: Donald Zhao Email: donald@wc-3.com 27. EXECUTION The person executing this Agreement on behalf of Contractor represents and warrants that Contractor has full right, power, and authority to enter into and carry out all actions contemplated by this Agreement and that he or she is authorized to execute this Agreement, which constitutes a legally binding obligation of Contractor. This Agreement may be executed in counterparts, each one of which is deemed an original and all of which, taken together, constitute a single binding instrument. SIGNATURES CONTINUE ON THE FOLLOWING PAGE Plan Review Services for the Dividend Homes II Page 9 of 9 Professional/Consulting Contracts /Version: March 2025 IN WITNESS WHEREOF, the parties have caused the Agreement to be executed. CITY OF CUPERTINO CONTRACTOR A Municipal Corporation By By Name Name Title Title Date Date APPROVED AS TO FORM: MICHAEL K. WOO Senior Assistant City Attorney ATTEST: LAUREN SAPUDAR City Clerk Date Donald Zhao Vice President 04/01/2026 Benjamin Fu Director Benjamin Fu 04/01/2026 Lauren Sapudar 04/01/2026 1 | P a g e Attachment A – Scope of Work I. Overview The City of Cupertino (“City”) is requesting service to provide professional plan review services for the Dividend Homes II project located at 20111 Stevens Creek Boulevard. The Consultant scope of services may include, but is not limited to, providing a thorough review of the project plan set and supporting documents to ensure compliance with all the requirements within the California Code of Regulations, Title 24 and Chapter 16 of the Cupertino Municipal Code. II. Background The scope of work for the Dividend Homes II project involves the new construction of a residential community on a 1.77-acre site, located mid-block corner on Stevens Creek Boulevard between Randy Lane and Blaney Avenue (APN 316-23-026) at 20111 Stevens Creek Boulevard. The development will consist of 32 townhomes, including 6 affordable units, to replace one office building. These units will be distributed across five three-story buildings. III. Project Specifications/Requirements The successful proposer shall provide a comprehensive and detailed electronic plan review of all submi8ed construction documents for the proposed multi-residential unit project. The purpose of this review is to verify that the design, as detailed in the plans and supporting documents, is in full conformity with all applicable state and local regulations. The review shall be performed by qualified professionals for each respective discipline. The scope of review shall encompass all relevant portions of the 2025 California Code of Regulations (Title 24) and the City of Cupertino Municipal Code. The review shall address, but is not limited to, the following disciplines: 2 | P a g e • Fire and Life-Safety: A thorough review to ensure compliance with the California Building Code (CBC) and California Fire Code (CFC). This includes verification of: o Occupancy classification and occupant load calculations. o Means of egress, including exit access, exit discharge, capacity, and travel distances. o Fire-resistance-rated construction for walls, floor/ceiling assemblies, and shaft enclosures. o Design and layout of fire protection systems, including automatic fire sprinkler systems and fire alarm and detection systems. o Smoke control systems and features. o Fire department access roads and water supply. • Accessibility: A detailed review for compliance with CBC Chapter 11A for housing accessibility, ensuring all requirements for covered multifamily dwellings are met. The review shall verify: o Accessible routes to and through the site, common use areas, and public spaces. o Required number and distribution of accessible dwelling units. o Compliance of interior dwelling unit features with accessibility standards. o Accessible parking and passenger loading zones. o Proper placement and design of accessible signage. • Structural: A review of the structural plans and supporting calculations for compliance with the CBC and referenced standards (e.g., ASCE 7). This includes: o Verification of design loads, including gravity, wind, and seismic forces. o Compliance of the foundation and framing systems with the design criteria. o Completeness of structural details, connections, and material specifications. o Review of geotechnical reports and their incorporation into the foundation design. o Requirements for deferred submi8als and special inspections. 3 | P a g e • Plumbing: A review of all plumbing plans and riser diagrams for compliance with the California Plumbing Code (CPC), including: o Calculation of required plumbing fixture counts. o Proper sizing and layout of water supply, distribution, and gas piping systems. o Design of sanitary drainage, waste, and vent (DWV) systems. o Provisions for cross-connection control and backflow prevention. • Mechanical: A review of mechanical plans for compliance with the California Mechanical Code (CMC), verifying: o Design and sizing of heating, ventilation, and air conditioning (HVAC) systems. o Equipment schedules, ductwork layouts, and ventilation calculations. o Design of exhaust systems, including clothes dryer, kitchen, and bathroom exhausts. o Condensate disposal and combustion air provisions. • Electrical: A review of electrical plans for compliance with the California Electrical Code (CEC), including: o Service and feeder sizing, load calculations, and panelboard schedules. o Grounding and bonding requirements. o Wiring methods, conductor sizing, and overcurrent protection. o Layout of lighting, receptacles, and equipment connections, including emergency power for life safety systems. • Energy: A review for compliance with the California Energy Code (CEnC, Title 24, Part 6). This includes verification of all required compliance documentation (Certificate of Compliance). The review will focus on: o Building envelope performance, including insulation, roofing, and fenestration U-factors and SHGC values. o High-performance lighting and control requirements. o Efficiency of mechanical heating, cooling, and water heating systems. o Outdoor air ventilation requirements. 4 | P a g e All reviews shall be conducted on the electronically submi8ed documents. The proposer shall provide detailed, code-cited comments for all identified deficiencies in a wri8en report. The scope shall also include subsequent back-check reviews of revised submi8als until the plans are determined to be in substantial compliance. IV. Estimated Project Timeline The required plan review timeline shall be as follows: • Initial plan review cycle shall be completed within 20 business days after being assigned and routed. • Sub-sequent plan review cycles to be completed within 10 business days after being assigned and routed. • Revisions and Deferred Submi8als plan review cycle to be completed within 10 business days after being assigned and routed. 1 Informal Request for Quotes (RFQt) Project Name: Dividend Homes II Project Address: 20111 Stevens Creek Boulevard Cupertino, CA 95014 Date of Release: February 23, 2026 Quote Deadline: 5:00 pm, Monday, March 9th, 2026 Point of Contact for Quote Submittal and Questions: Sean Hatch, CBO, CASp Building O.icial 408-777-3231 SeanH@cupertiono.gov A. Overview: The City is soliciting quotes from plan review consultants to perform the complete plan review services for the Dividend Homes II Townhome project. The specifications and project details include 32 townhome units and additional details are attached to this RFQt. B. Questions: Questions regarding this request can be submitted to the Point of Contact identified on this cover page. Questions should be submitted at least 48 hours prior to the quote deadline. Questions will be answered promptly, and those received after this deadline may not be responded to. C. Quote Form Submittal: Interested bidders shall submit a completed Quote Form via email only (no fax, paper or in-person) to the Point of Contact before the Quote Deadline, as identified on this cover page. Quotes received after the deadline will not be considered. All unit price and total price items listed shall be completed. The person submitting a quote on behalf of the bidder warrants that they are duly authorized to submit the quote. Attachments: Attachment A: Scope of Work Attachment B: Project Data Attachment C: Consulting Services Agreement Attachment D: Insurance Requirements 2 Additional Information 1. Examination of Bid Documents: Submission of a quote shall constitute acknowledgment that bidder has thoroughly examined and is familiar with the RFQt and all associated documents. Failure or neglect of bidder to examine the RFQt shall not relieve the bidder from any obligations in this RFQt or any resultant contract. No claim for additional compensation will be allowed based upon a lack of knowledge of any part of the RFQt 2. Terms and Conditions for Purchase : The Standard Terms and Conditions and insurance requirements, if applicable, for this purchase are attached to the RFQt. The bidder submitting a Quote Form indicates acceptance of these terms. 3. Non-Collusion Certification: By submitting a quote, bidder certifies that it has not directly or indirectly colluded with another bidder in the preparation and submission of a quote. If the bidder awarded a contract has colluded with any other party, that bidder shall be liable to the City for all loss or damage su.ered resulting from the collusive activity. 4. Business License Requirements: The successful bidder may be required to either possess a current, valid Cupertino business license or must have submitted a Cupertino business license application and fee by the time of award as required by Cupertino Municipal Code (CMC) 5.04. 5. Quote Price: The quote includes all costs for tools, materials, equipment, transportation, labor, travel, applicable taxes, compliance with Federal, State and local laws, acquisition of permits and licenses, and other costs required to complete the project. 6. Wage Rates: Pursuant to Sections 1770, 1771 and 1774 of the California Labor Code, the awarded bidder shall pay not less than the prevailing rate of per diem wages as determined by the California Department of Industrial Relations, if applicable (www.dir.ca.gov/OPRL/DPreWageDetermination.htm). 7. Registration with the State of California: For public work projects, bidder and subcontractors (if applicable) must be registered with the California Department of Industrial Relations through the Public Works Contractor Registration Program. Registration must remain current throughout the project entirety. 8. Bid Evaluation: City's Purchasing O.icer will evaluate all quotes received to determine if the bidder is responsive and responsible. A bidder will be deemed to be responsive if it has submitted a bid that conforms in all material respect to the requirements of the RFQt, while a responsible bidder will be determined in accordance with CMC 3.22.020. The City reserves the right to reject any and all quotes, to accept or reject any one or more items of a quote, or to waive any irregularities or informalities in the quotes or the process. 9. Award: The award will occur at the discretion of the Purchasing O.icer to a responsive and responsible bidder based on the lowest quote of individual items, or groups of items. Any discrepancy between the unit cost and the total cost or subtotal cost shall be determined by using the unit price to determine the accurate total cost per line and then the accurate subtotal cost. 3 Quote Form Request for Quote – Dividend Homes II Project Company Name____________________________________________________________________ Address___________________________________________________________________________ ___________________________________________________________________________________ Tax ID Number ________________________ The bidder hereby o.ers to complete the project/purchase for the following price(s) in strict compliance with the specifications, terms and conditions set forth in this RFQt. Pricing shall be held for 60 days. QUOTE PRICING Description Fee Amount 1. Initial Plan Review Fee (First and Second Plan Review Cycles) $ ADDITIONAL PRICING Description Hourly Rate 2. Subsequent Review Cycles (Hourly Rate) $ 3. Revisions / Deferred Submittals (Hourly Rate) $ 4. Expedited Review Fee (Hourly Rate) $ A. Bidder is requested to list previous reference contracts similar to this project. 1. Organization ______________________________________________________________ Location _________________________________________________________________ Contact Person __________________________________ Telephone Number/email ___________________________ Describe work performed by bidder ____________________________________________ _________________________________________________________________________ West Coast Code Consultants, Inc. (WC-3) 12647 Alcosta Boulevard, Suite 445, San Ramon, CA 94583 204707579 139.00 139.00 208.50 City of San Bruno 850 Glenview Drive, San Bruno, CA 94066 Darcy Axiaq, Chief Building Ofﬁcial 650-616-7020 / daxiaq@sanbruno.ca.gov Complete building plan review of nine three-story townhouse-style condo buildings totaling 58 dwelling units. $14,233.60 EXHIBIT C SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 10/6/2025 Cavignac 451 A Street,Suite 1800 San Diego CA 92101 Certificate Department 619-234-6848 619-234-8601 certificates@cavignac.com Hartford Underwriters Insurance Co 30104 WESTCOA-14 Hartford Casualty Insurance Co 29424WestCoastCodeConsultants,Inc. 12647 Alcosta Blvd.,Ste 445 San Ramon,CA 94583-5182 Underwriters at Lloyd's,London Arch Insurance Company 11150 Trumbull Insurance Company 27120 944429321 A X 2,000,000 X 1,000,000 10,000 2,000,000 4,000,000 X Y Y 72 SBW BS0B2L 4/28/2025 4/28/2026 4,000,000 E 1,000,000 X X Y Y 72UEGBC6531 4/28/2025 4/28/2026 A X X 4,000,000Y72SBWBS0B2L4/28/2025Y 4/28/2026 4,000,000 X 10,000 B XY72WEGBS0B0L4/28/2025 4/28/2026 1,000,000 1,000,000 1,000,000 C D Cyber Liability Professional Liability ESN0640331905 PAAEP0180200 4/28/2025 4/28/2025 4/28/2026 4/28/2026 Limit Each Claim Aggregate $1,000,000 $2,000,000 $4,000,000 The City of Cupertino,its City Council,officers,officials,employees,agents,servants and volunteers are named as additional insureds as respects to General Liability and Automobile Liability per policy form.Primary and Non-Contributory coverage applies to General Liability and Automobile Liability per policy form. Waiver of subrogation applies to General Liability,Automobile Liability,and Workers Compensation per policy form.Excess/Umbrella policy follows form over underlying policies:General Liability,Auto Liability &Employers Liability (additional insured and waiver of subrogation apply when afforded on underlying policies).Professional Liability -Claims made form,defense costs included within limit.If the insurance company elects to cancel or non-renew coverage for any reason other than nonpayment of premium they will provide 30 days notice of such cancellation or nonrenewal.General Liability Deductible:$0.Auto Physical Damage:$2,000 Comprehensive &Collision Deductibles.Workers Compensation Deductible $0.Professional Liability Deductible:$100,000. 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PLEASE READ IT CAREFULLY. Form WC 99 03 94 Printed in U.S.A. Process Date:04/14/25 Policy Expiration Date:04/28/26 © 2011, The Hartford NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) Policy Number:72 WEG BS0B0L Endorsement Number: Effective Date:04/28/25 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address:West Coast Code Consultants, Inc 5000 EXECUTIVE PKWY STE 510 SAN RAMON CA 94583 This policy is subject to the following additional Conditions: A. If this policy is cancelled by the Company, other than for non-payment of premium, notice of such cancellation will be provided at least thirty (30) days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. B.If this policy is cancelled by the Company for non-payment of premium, or by the insured, notice of such cancellation will be provided within ten (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. If notice is mailed, proof of mailing to the last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof of notice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were issued a certificate of insurance applicable to this policy’s term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company or its agents or representatives. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Countersigned by Authorized Representative Form WC 04 03 06 (1) Printed in U.S.A. Process Date:04/14/25 Policy Expiration Date:04/28/26 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number:72 WEG BS0B0L Endorsement Number: Effective Date:04/28/25 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address:West Coast Code Consultants, Inc 5000 EXECUTIVE PKWY STE 510 SAN RAMON CA 94583 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Countersigned by Authorized Representative Form WC 00 03 13 Printed in U.S.A. Process Date:04/14/25 Policy Expiration Date:04/28/26 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT Policy Number:72 WEG BS0B0L Endorsement Number: Effective Date:04/28/25 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address:West Coast Code Consultants, Inc 5000 EXECUTIVE PKWY STE 510 SAN RAMON CA 94583 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. SCHEDULE Any person or organization for whom you are required by contract or agreement to obtain this waiver from us. Endorsement is not applicable in KY, NH, NJ or for any MO construction risk Exh. D-Insurance Requirements for Professional Consultant Contracts 1 Version: May 2025 Consultant shall procure prior to commencement of Services and maintain for the duration of the contract, at its own cost and expense, the following insurance policies and coverage with companies doing business in California and acceptable to City. INSURANCE POLICIES AND MINIMUMS REQUIRED 1. Commercial General Liability (CGL) with coverage at least as broad as Insurance Services Office (ISO) Form CG 00 01, with limits no less than $2,000,000 per occurrence and $2,000,000 general aggregate. The policy shall include a per project or per location general aggregate endorsement as broad as CG 25 03 or CG 24 04. If a per project/location endorsement is not available, the limit of the general aggregate shall be doubled. a. It shall be a requirement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be made available to the Additional Insured and shall be (i) the minimum coverage/limits specified in this agreement; or (ii) the broader coverage and maximum limits of coverage of any insurance policy, whichever is greater. b. Additional Insured coverage under Consultant's policy shall allow and be endorsed "primary and non-contributory," will not seek contribution from City’s insurance/self-insurance, and shall be at least as broad as the most recent edition of ISO Form CG 20 01. c. The limits of insurance required may be satisfied by a combination of primary and umbrella or excess liability insurance, provided each policy follows form of the underlying policy and complies with the requirements set forth in this Contract. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary basis for the benefit of City. The City’s own insurance or self-insurance shall not be called upon. 2. Automobile Liability: Coverage shall be provided using ISO CA 00 01 covering any auto (including owned, hired, and non-owned autos) with limits no less than $1,000,000 each accident for bodily injury and property damage. Not required. Consultant shall be fully remote and not use automobiles to provide the service. In the event Consultant uses an automobile or automobiles in the operation of its business to provide services under this Agreement, the Consultant shall, prior to such use, provide the City with evidence of Business Automobile Liability insurance coverage in the amount required under this Section 2 for owned, non-owned and hired autos (any auto-Symbol 1), or if Consultant does not own autos (hired autos-Symbol 8 and non-owned autos-Symbol 9). Evidence shall be provided with a Certificate of Insurance, along with an additional insured endorsement in favor of the City, primary and non- contributory coverage and endorsement, and waiver of subrogation coverage and endorsement under the policy prior to the use of any automobile. Consultant has provided written confirmation that it does not own any autos. Consultant shall provide coverage for hired autos-Symbol 8 and non-owned autos-Symbol 9. Primary and Non-Contributory coverage and Waiver of Subrogation coverage is waived under the Automobile Liability hired and non-owned only coverage. In the event Consultant uses an owned automobile or automobiles in the operation of its business to provide services under this Agreement, the Consultant shall, prior to such use, provide the City with evidence of Business Automobile Liability insurance coverage in the amount required under this Section 2 for owned, non-owned and hired autos (any auto-Symbol 1). EXHIBIT D Insurance Requirements Professional Consultant Contracts Exh. D-Insurance Requirements for Professional Consultant Contracts 2 Version: May 2025 In lieu of Business Automobile Liability, Consultant shall maintain throughout the term of this Agreement and provide the City with evidence (including the policy Declarations Page) of personal automobile insurance coverage in accordance with the laws of the State of California. As available under the policy, evidence shall be provided with the Certificate of Insurance, along with an additional insured endorsement in favor of the City, primary and non-contributory coverage and endorsement, and waiver of subrogation coverage and endorsement. City approval of coverage is required prior to commencement of services. 3. Workers’ Compensation: As required by the State of California, with Statutory Limits and Employer’s Liability Insurance of no less than $1,000,000 each accident/ disease. Not required. Consultant has provided written verification of no employees. 4. Professional Liability for professional acts, errors and omissions, if applicable and as appropriate to Consultant’s profession, with limits no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. If written on a claims-made basis form: a. The Retroactive Date must be shown and must be before the Effective Date of the Contract. b. Insurance must be maintained for at least five (5) years after completion of the Services. c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the Contract Effective Date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of the Services. OTHER INSURANCE PROVISIONS The aforementioned insurance policies shall contain, be endorsed and have all the following conditions and provisions: Additional Insured Status The City of Cupertino, its City Council, officers, officials, employees, agents, and volunteers (“Additional Insureds”) are to be covered and endorsed as additional insureds on Consultant’s CGL and automobile liability policies. General Liability coverage can be provided in the form of an endorsement to Consultant’s insurance (at least as broad as ISO Form CG 20 10 (11/ 85) or if not available, through the addition of both CG 20 10 and CG 20 37 forms, if later editions are used). Primary and Non-Contributory Coverage Except Workers Compensation, coverage afforded to City/Additional Insureds shall allow and be endorsed primary insurance. Any insurance or self-insurance maintained by City, its officers, officials, employees, or volunteers shall be excess of Consultant’s insurance and shall not contribute to it. Notice of Cancellation Each insurance policy shall state that coverage shall not be canceled or allowed to expire, except with written notice to City 30 days in advance or 10 days in advance if due to non-payment of premiums. If a carrier will not provide the required notice of cancellation or policy modification, the Consultant shall provide written notice to the City of a cancellation or policy modification no later than 30 days in advance or 10 days in advance if due to non-payment of premiums. Waiver of Subrogation Consultant waives any right to subrogation against City/Additional Insureds for recovery of damages to the extent said losses are covered by the insurance policies required herein. Specifically, the General Liability, Automobile Liability and Workers’ Compensation policies shall allow and be endorsed with a waiver of subrogation in favor of City, its employees, agents and volunteers. This provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. Exh. D-Insurance Requirements for Professional Consultant Contracts 3 Version: May 2025 Deductibles and Self-Insured Retentions Any deductible or self-insured retention must be declared to and approved by the City (Insert on the Certificate of Insurance, if zero, insert “$0”). At City’s option, either: the insurer must reduce or eliminate the deductible or self-insured retentions as respects the City/Additional Insureds; or Consultant must show proof of ability to pay losses and costs related investigations, claim administration and defense expenses. The policy shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the insured or the City. Acceptability of Insurers Insurance shall be placed with insurers admitted in the State of California and with an AM Best rating of A- VII or higher. Verification of Coverage Consultant must furnish acceptable insurance certificates and amendatory endorsements (or copies of the policies effecting the coverage required by this Contract), including a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements prior to commencement of the Contract. City retains the right to demand verification of compliance at any time during the Contract term. Subconsultants Consultant shall require and verify that all subconsultants maintain insurance that meet the requirements of this Contract, including indemnification, defense, and naming the City as an additional insured on subconsultant’s insurance policies. Higher Insurance Limits If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City shall be entitled to coverage for the higher insurance limits maintained by Consultant. Adequacy of Coverage City reserves the right to modify these insurance requirements/coverage based on the nature of the risk, prior experience, insurer or other special circumstances, with not less than ninety (90) days prior written notice. Plan Review Services for the Dividend Homes II Final Audit Report 2026-04-01 Created:2026-03-19 By:Webmaster Admin (webmaster@cupertino.org) Status:Signed Transaction ID:CBJCHBCAABAAqs5y_co4sZTVlkKHcCrPPsoRlM7HQCr5 "Plan Review Services for the Dividend Homes II" History Document created by Webmaster Admin (webmaster@cupertino.org) 2026-03-19 - 5:20:02 PM GMT- IP address: 35.229.54.2 Document emailed to aracelia@cupertino.org for approval 2026-03-19 - 5:24:50 PM GMT Email viewed by aracelia@cupertino.org 2026-03-19 - 5:25:02 PM GMT- IP address: 98.82.29.37 Signer aracelia@cupertino.org entered name at signing as Araceli Alejandre 2026-03-19 - 5:29:48 PM GMT- IP address: 71.202.76.156 Document approved by Araceli Alejandre (aracelia@cupertino.org) Approval Date: 2026-03-19 - 5:29:50 PM GMT - Time Source: server- IP address: 71.202.76.156 Document emailed to Donald Zhao (donald@wc-3.com) for signature 2026-03-19 - 5:29:53 PM GMT Email viewed by Donald Zhao (donald@wc-3.com) 2026-04-01 - 5:44:28 PM GMT- IP address: 35.231.92.0 Document e-signed by Donald Zhao (donald@wc-3.com) Signature Date: 2026-04-01 - 5:47:18 PM GMT - Time Source: server- IP address: 192.197.201.106 Document emailed to Michael Woo (michaelw@cupertino.org) for signature 2026-04-01 - 5:47:21 PM GMT Email viewed by Michael Woo (michaelw@cupertino.org) 2026-04-01 - 5:47:30 PM GMT- IP address: 54.234.55.104 Document e-signed by Michael Woo (michaelw@cupertino.org) Signature Date: 2026-04-01 - 5:54:08 PM GMT - Time Source: server- IP address: 64.165.34.3 Document emailed to Benjamin Fu (benjaminf@cupertino.org) for signature 2026-04-01 - 5:54:11 PM GMT Email viewed by Benjamin Fu (benjaminf@cupertino.org) 2026-04-01 - 5:54:25 PM GMT- IP address: 3.234.228.65 Document e-signed by Benjamin Fu (benjaminf@cupertino.org) Signature Date: 2026-04-01 - 6:06:11 PM GMT - Time Source: server- IP address: 64.165.34.3 Document emailed to Lauren Sapudar (laurens@cupertino.org) for signature 2026-04-01 - 6:06:13 PM GMT Email viewed by Lauren Sapudar (laurens@cupertino.org) 2026-04-01 - 6:06:30 PM GMT- IP address: 34.203.227.153 Document e-signed by Lauren Sapudar (laurens@cupertino.org) Signature Date: 2026-04-01 - 6:14:15 PM GMT - Time Source: server- IP address: 64.165.34.3 Agreement completed. 2026-04-01 - 6:14:15 PM GMT