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21-001 Amendment #1 dated 8-19-24 Dan Gertmenian for Educational Classes and Educational Events1 FIRST AMENDMENT TO AGREEMENT 21-001 BETWEEN THE CITY OF CUPERTINO AND DAN GERTMENIAN FOR MATH OLYMPIADS, MATH OLYMPIADS HONORS, MATH OLYMPIAD ACCELERATED, CHESS, MATH THEMED EVENTS, CHESS EVENTS, INFORMATION NIGHTS, TRIAL MATH CLASSES, OPTIONAL PARTICIPANT EVENTS, PARENT-CHILD MATH OLYMPIAD CLASSES, AMC-8 PREPARATORY CLASSES This First Amendment to Agreement 21-001 is by and between the City of Cupertino, a municipal corporation (hereinafter "City") and DAN GERTMENIAN, a Sole Proprietorship/ Individual (“Contractor”) whose address is 167 ACALANES DR, #15, SUNNYVALE, CA 94086, and is made with reference to the following: RECITALS: A. On June 25, 2021, Agreement 21-001 (“Agreement”) was entered into by and between City and Contractor for Math Olympiads, Math Olympiads Honors, Math Olympiad Accelerated, Chess, Math Themed Events, Chess Events, Information Nights, Trial Math Classes, Optional Participant Events, Parent-Child Math Olympiad Classes, AMC-8 Preparatory Classes. B. City and Contractor desire to modify the Agreement on the terms and conditions set forth herein. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: 1. Paragraph 3 of the Agreement is modified to read as follows: Term. This contract begins on the Effective Date and ends on 08/31/2025 (“Contract Time”), unless extended or terminated as provided herein. Time is of the essence and Contractor must have sufficient time, resources, and qualified staff to deliver the Services as required. Contractor must promptly notify City of any actual or potential delays to afford the Parties adequate opportunity to address or mitigate such delays. The City’s appropriate department head or the 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. 2. Paragraph 4 of the Agreement is modified to read as follows: Compensation. City will pay Contractor for satisfactory performance of the Services an amount that will be based upon actual costs but that will be capped so as not to exceed $879,348 (“Contract Price”), based upon the Scope of Services, budget, performance schedule, and rates included in Exhibit A. The maximum compensation includes all costs, expenses, and reimbursements and will remain in place even if Contractor’s actual costs exceed the capped amount. Contractor must submit invoices and the information required in Exhibit A in order to receive payment. City will compensate Contractor within thirty (30) days after approval of written invoices. Invoices are subject to review and audit by City during regular business hours upon 24 hours’ notice. Contractor must maintain complete and accurate records of payrolls, expenditures, disbursements and other cost items charged to City or establishing the basis for an invoice, for a minimum of four (4) years from the date of the final payment. 2 3. Paragraph 5.2 of the Agreement is modified to read as follows: 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 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. 4. Exhibit A of the Agreement is modified as follows under the following section (s): Compensation for CONTRACTOR Services: Contractor shall be compensated for services performed pursuant to this Agreement. For a class taught in person, 65% of the resident fee based on final class rosters, minus copier use fees. City and Contractor may mutually agree for Contractor to teach a class online rather than in person, provided that City and Contractor reach agreement for compensation for that online class. Compensation for that online class shall be specified in writing in a separate side agreement before online instruction for a class begins. The total compensation to the Contractor shall not exceed $879,348. 5. Except as expressly modified herein, all other terms and covenants set forth in the Agreement shall remain the same and shall be in full force and effect. SIGNATURES CONTINUE ON THE FOLLOWING PAGE 3 IN WITNESS WHEREOF, the parties hereto have caused this modification of Agreement to be executed. CITY OF CUPERTINO By Title Date APPROVED AS TO FORM City Attorney ATTEST: City Clerk Date DAN GERTMENIAN By Title Date EXPENDITURE DISTRIBUTION Item PO Number Amount Base Amount 2022-89, 2023-57, 2024-100 773,043.00 First Amendment 106,305.00 - - 879,348.00 Mr. G. Teacher Aug 16, 2024 Christopher D. Jensen City Manager Aug 18, 2024 Aug 19, 2024 Updated 06/23/21 EXHIBIT C AFFIDAVIT OF NO EMPLOYEES State of California County of Santa Clara City of Cupertino I, the undersigned, declare as follows: I am an independent contractor and the owner of Dan Gertmenian. I wish to enter into a services contract with the City of Cupertino. I am fully aware of the provisions of section 3700 of the California Labor Code, which requires every employer to provide Workers' Compensation coverage for employees in accordance with the provisions of that Code. I am also aware that I must provide proof of workers’ compensation insurance to the City of Cupertino for any and all employees I may have, pursuant to Section 12 of the City of Cupertino’s contract. I hereby certify that I do not have any employees nor will I have any employees working for me or my business during the term of any service contract with the City of Cupertino. I am not required to have Workers’ Compensation insurance. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on this ____day of ____________, 2024, at , California. ______________________________ PRINT NAME ______________________________ SIGNATURE Mr. G. 16 August Cupertino Mr. G. Educational Classes and Educational Events Final Audit Report 2024-08-19 Created:2024-06-27 By:Webmaster Admin (webmaster@cupertino.org) Status:Signed Transaction ID:CBJCHBCAABAA8Mwq4gqBjAwKkCuHhJ5luBUAg7KYNRvo "Educational Classes and Educational Events" History Document created by Webmaster Admin (webmaster@cupertino.org) 2024-06-27 - 4:03:33 PM GMT- IP address: 35.229.54.2 Document emailed to Araceli Alejandre (aracelia@cupertino.org) for approval 2024-06-27 - 4:04:28 PM GMT Document approved by Araceli Alejandre (aracelia@cupertino.org) Approval Date: 2024-06-27 - 4:55:26 PM GMT - Time Source: server- IP address: 71.204.144.228 Document emailed to Mr. G. (matholympiads123@gmail.com) for signature 2024-06-27 - 4:55:29 PM GMT Email viewed by Mr. G. (matholympiads123@gmail.com) 2024-06-27 - 4:55:53 PM GMT- IP address: 74.125.209.39 Email viewed by Mr. G. (matholympiads123@gmail.com) 2024-07-23 - 10:35:36 PM GMT- IP address: 66.249.93.133 Email viewed by Mr. G. (matholympiads123@gmail.com) 2024-08-16 - 7:41:11 PM GMT- IP address: 74.125.209.37 Document e-signed by Mr. G. (matholympiads123@gmail.com) Signature Date: 2024-08-16 - 7:50:01 PM GMT - Time Source: server- IP address: 98.45.135.68 Document emailed to Christopher Jensen (christopherj@cupertino.org) for signature 2024-08-16 - 7:50:03 PM GMT Email viewed by Christopher Jensen (christopherj@cupertino.org) 2024-08-16 - 7:50:35 PM GMT- IP address: 52.202.236.132 Signer Christopher Jensen (christopherj@cupertino.org) entered name at signing as Christopher D. Jensen 2024-08-16 - 8:42:31 PM GMT- IP address: 136.24.22.194 Document e-signed by Christopher D. Jensen (christopherj@cupertino.org) Signature Date: 2024-08-16 - 8:42:33 PM GMT - Time Source: server- IP address: 136.24.22.194 Document emailed to Pamela Wu (pamelaw@cupertino.org) for signature 2024-08-16 - 8:42:36 PM GMT Email viewed by Pamela Wu (pamelaw@cupertino.org) 2024-08-16 - 8:42:50 PM GMT- IP address: 52.202.236.132 Document e-signed by Pamela Wu (pamelaw@cupertino.org) Signature Date: 2024-08-19 - 2:47:11 AM GMT - Time Source: server- IP address: 67.160.222.130 Document emailed to Kirsten Squarcia (kirstens@cupertino.org) for signature 2024-08-19 - 2:47:13 AM GMT Email viewed by Kirsten Squarcia (kirstens@cupertino.org) 2024-08-19 - 2:47:22 AM GMT- IP address: 3.232.50.116 Document e-signed by Kirsten Squarcia (kirstens@cupertino.org) Signature Date: 2024-08-19 - 2:51:55 PM GMT - Time Source: server- IP address: 73.241.178.249 Agreement completed. 2024-08-19 - 2:51:55 PM GMT