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19-116 Raimi and Associates, Preparation Green Building Program CITY OF
im PROFESSIONAL/CONSULTING SERVICES AGREEMENT
CUPERTINO
1. PARTIES
This Agreement is made and entered into as of May 22, 2019
("Effective Date") by and between the City of Cupertino, a municipal corporation ("City"), and
Raimi+Associates ("Contractor"),
a corporation
for preparation Green Building Program
2. SERVICES
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.
3. TIME OF PERFORMANCE
31 This Agreement begins on the Effective Date and ends on June 30, 2020
("Contract Time"), unless terminated earlier as provided herein. Contractor's Services shall begin
on July 1, 2019 and shall be completed by June 30, 2020
32 Schedule of Performance. Contractor must deliver the Services in accordance with the
Schedule of Performance, attached and incorporated here Exhibit B.
33 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.
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
$50,850 ("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 payment requisition
relieves City of any further payment or other obligations under the Agreement.
City Project Green Building Program
Professional/Consulting Contracts/Version:May 22,2018
5. INDEPENDENT CONTRACTOR
51 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.
52 Contractor's Qualifications.In providing services under this Agreement, the Contractor
shall exercise the same degree of skill and care ordinarily used by other reputable members of
Contractor's profession, practicing in the same or similar locality and under similar
circumstances. Nothing in this Agreement shall be interpreted to require Contractor to meet any
higher standard and this Section shall control over any such contrary provision.
53 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.
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.
55 Tools, Materials and Equipment. Contractor will supply all tools, materials and
equipment required to perform the Services under this Agreement.
5.6 Payment of Taxes. Contractor must pay income taxes on the money earned under this
Agreement. Upon City's request, Contractor will provide proof of payment and will indemnify
City for violations pursuant to the indemnification provision of this Agreement.
6. PROPRIETARY/CONFIDENTIAL INFORMAT ON
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 and shall not be shown
to any third-party without prior written approval of City.
72 Copyright. To the extent permitted by Title 17 of 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.
Professional/Consulting Contracts/Version:May 22,2018
73 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:
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(a) The original Services for which Contractor was hired;
(b) Completion of the original Services by others; I
(c) Subsequent additions to the original Services; and/or
(d) Other City projects.
City agrees to hold Contractor harmless from all damages, claims, expenses, and losses arising out
of any reuse of the plans, specifications, graphics, brochures, reports, and other documentation for
purposes other than those described in this Agreement, unless written authorization of Contractor
is first obtained.
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75 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.
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 years from the date of City's final payment.
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.
it
Professional/Consulting Contracts Version:May 2Z 2018
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11. INDEMNIFICATION
11.1 To the fullest extent allowed by law, and except for losses caused by the 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, and servants,
("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 reimbursement of City's reasonable attorney fees), arising from this Agreement
including any of the following:
(a) Breach of contract, obligations, representations or warranties to the extent that such
breach constitutes negligence or is the result of the Contractor's errors, intentional acts or i
omissions;
(b) Negligent or willful acts or omissions committed during performance of the Services;
(c) Personal injury or property damage, resulting from the work or performance 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 form City of a third-party claim, in accordance
with California Public Contract Code Section 9201. At the 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's
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.
12. INSURANCE
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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 City 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.
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Professional/Consulting Contracts Mersion:May 22,2018
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.
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.
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 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 tenninating 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 Albert Salvador 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 Walker Wells
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
Professional/Consulting Contracts lVersion:May 22,2018
1
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.
16. TERMINATION
City may terminate this Agreement for cause or without cause at any time. Contractor will be paid j
for satisfactory Services rendered through the date of termination, but final payment will not be i
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. WAIVE
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Neither acceptance of the Services nor payment thereof shall constitute a waiver of any contract
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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 the main
Agreement and the attachments or exhibits thereto,the text of the main Agreement shall prevail.
Professional/Consulting Contracts/Version:May 22,2018
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.
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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 To Contractor: Raimi +Associates
10300 Torre Ave.,Cupertino CA 95014 2000 Heart Avenue,4400
Berkeley,CA 94709
Attention:Albert Salvador Attention:Matt Raimi
Email: alberts@cupertino.org Email:matt@raimiassociates.com
27. VALIDITY OF CONTRACT
This Agreement is valid and enforceable only if(a) it complies with the purchasing and contract
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provisions of Cupertino Municipal Code Chapters 3.22 and 3.23, as amended from time to time,
(b) is signed by the City Manager or an authorized designee, and (c) is approved for form by the
City Attorney's Office.
City Project Green Building Program
Professional/Consulting Contracts/Version:May 22,2018
28. LNECUTION
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.
IN WITNESS WHEREOF, the parties have caused the Agreement to be executed.
CONTRACTOR CITY OF CUPERTINO
A Municipal Corporation
B By..
'
Name To Pew P- Name Benjamin Fu
Title FV M&-+ Title Interim Comm Dev Director
Date Date
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Tax LIB.No.: 7'(9 "qq? '�2�
{
APPROVED AS TO FORM:
HEATHER M.MINNER
Cupertino City Attorney
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ATTEST:
GRACE SCHMIDT
City Cleric
City Projeel Green Building Program
I'age 8 of 8 Pa•ofessioaal/cons+rlling corttractvlversion:dfap 22,201E
Albert Salvador, P.E �=�� r'a i M i t
Building Official associates
City of Cupertino the nature of community
10300 Torre Avenue
Cupertino, CA 95014-3202
May 22, 2019
Mr. Salvador,
Raimi +Associates appreciates the opportunity to submit a proposed to prepare the update to
the City of Cupertino Green Building Ordinance. Walker Wells, now with Raimi +Associates,
worked closely with the City of Cupertino to prepare the original green building program.That
program was designed to leverage the LEED and Green Point Rated systems and prepare the
City for introduction of the State of California Cal Green standards into the State Building Code.
As Cal Green has developed a matured, many California cities are seeing the opportunity to shift
toward using Cal Green as the baseline compliance standard, and exploring other standards to
achieve beyond code goals related to energy performance, water efficiency,waste
management, and environmentally preferable products.
The Green Building program update will need to reflect the City's sustainability priorities as well
as changes in State law and green building design best practices. One of the most common
approaches is to adopt either Cal Green Tier I or Tier II standards, either on an item-by-item
basis or in the bundled format prepared by the Building Standards Commission and the Green
Building Code Advisory Committee.
SCOPE OF WORK
To assist the City of Cupertino in the process of evaluating the CalGreen Tiers and other building
code innovations in areas such as net zero energy, net zero carbon, battery storage, on-site
greywater reuse, and preparing for organic waste collection, Raimi +Associates developed the
following scope of work:
Task 1:Coordinate with City Staff
Raimi +Associates 9R+A) will meet with City staff to clarify goals and timeline. Identify
key green building and environmental issues that are local priorities.
Task 2:Evaluate Current Green Building Ordinance
R+A will review current green building ordinance language and implementation
approach, identify any gaps.
Task 3:Energy Modeling for Prototypical Projects
R+A will coordinate with an energy modeling subconsultant to prepare Title 24, Part 6,
2019 energy models for 4-5 prototypical buildings.The purpose of the modeling is to
identify the building envelope and/or mechanical systems enhancements that are
needed to achieve the Cal Green Tier 1 and Tier 2 energy thresholds.
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Task 4:Stakeholder Engagement
R+A will coordinate and conduct two (2)working group meetings with external
stakeholders including architects, mechanical engineers, property owners, real estate
developers, and green building experts to discuss the pros and cons of local adoption of
the Cal Green Ties and other amendments to local code. One the same day as the
external stakeholder meetings, R+A will meet with key City staff to ensure that that the
green building measures are consistent with other City programs and policies related to
energy efficiency and renewable energy,water efficiency, stormwater management,
solid waste diversion, and preparing for electrification of buildings and transportation,
Task 5:Prepare Revised Code Language
R+A and the energy modeling consultant will coordinate with City staff to prepare the
modified language for the building code and, if needed,the zoning ordinance,to reflect
the outcomes of the research into best practices and the stakeholder input.
Task 6:Support Staff in Public Adoption Process
R+A will serve as strategic and technical resource to staff during the code adoption
process, including participation in one (1) Planning Commission and one (1) City Council
meeting.
PROJECT LEADERSHIP&TEAM
Walker Wells, Principal at Raimi+Associates will be the senior staff member assigned to the
project. Mr. Wells led the green building program development for multiple cities in California
including Los Angeles, Long Beach, Pasadena, West Hollywood, Goleta, Malibu, Mountain View,
and Cupertino. More recently he collaborated with City of Los Angeles Office of Sustainability
staff on the program development and stakeholder facilitation for the City of Los Angeles
Existing Building Energy and Water Efficiency ordinance. He is currently working with Los
Angeles County to establish the framework for the Los Angeles County Sustainability Plan.
Working with Mr. Wells will be Sami Taylor,Sustainability Analyst. Sami worked in the recent
update to the City of West Hollywood Green Building Ordinance, including conducting research
on best practices from cities across the US, developing code language, and prepare materials for
Planning Commission and Council presentations and staff reports.
R+A with subcontract with a firm with technical expertise on energy modeling. We have
numerous contacts in the energy modeling community including DNV GL who completed the
energy modeling for the West Hollywood Green Building Program Update.
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PROPOSED BUDGET AND SCHEDULE
Staff Time
Task 1: Coordinate with City Staff(June—December) $7,020
Task 2: Evaluate Current Green Building Ordinance(June) $2,340
Task 3: Energy Modeling for Prototypical Projects(June—July) $10,960
Task 4:Stakeholder Engagement(July—September) $19,800
Task 5: Prepare Revised Code Language(September—October) $4,680
Task 6:Support Staff in Public Adoption Process(October—December) $3,600
Subtotal $48,400
Expenses
Airfare $1,250
Ground Transportation $450
Lodging $500
Food $250
Subtotal $2,450
Grand Total $50,850
Please contact me if you have questions regarding our proposal or would like changes or
additions to the scope of work. We look forward to this opportunity to support the City of
Cupertino's green building program.
Best Regards,
Vt4_ W&II
Walker Wells,AICP, LEED AP, EcoDistricts AP
Principal, Raimi+Associates
walker@ raimiassociates.com
310-922-8443
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EXHIBIT D
Insurance Requirements
Design Professionals & Consultants Contracts
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 MINIlVIUMS REQUIRED
1. Commercial General Liability (CGL) for bodily injury, property damage, personal injury liability for
premises operations, products and completed operations, contractual liability, and personal and
advertising injury with limits no less than $2,000,000 per occurrence (ISO Form CG 00 01). If a
general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location(ISO Form CG 25 03 or 25 04)or it shall be twice the required occurrence limit.
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 be "primary and non-contributory,"
will not seek contribution from City's insurance/self-insurance, and shall be at least as broad as ISO
Form CG 20 01 (04/13).
c. The limits of insurance required may be satisfied by a combination of primary and umbrella or
excess insurance,provided each policy 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 and non-contributory basis for the benefit of City before the City's own
insurance or self-insurance shall be called upon to protect City as a named insured.
2. Automobile Liability: ISO CA 00 01 covering any auto (including owned,hired, and non-owned
autos)with limits no less than$1,000,000 per accident for bodily injury and property damage.
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 per occurrence for bodily injury or disease.
O Not required. Consultant has provided written verification of no employees.
4. Professional Liability for professional acts, errors and omissions, as appropriate to Consultant's
profession, with limits no less than $2,000,000 per occurrence or $2,000,000 aggregate. If written on a
claims made 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 shall be endorsed and have all the following conditions and provisions:
Exh.D-Insurance Requirements for Design Professionals&Consultants Contracts Form Updated Feb.2018
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Additional Insured Status
The City of Cupertino, its City Council, officers, officials, employees, agents, servants and volunteers
("Additional Insureds")are to be covered as additional insureds on Consultant's CGL policy. 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 both CG 20 10 and CG 20 37 forms, if later editions are used).
Primary Coverage
Coverage afforded to City/Additional Insureds shall be 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. l
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 ofpremiums.
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 Workers'
Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed
by Consultant, its employees, agents and subconsultants. This provision applies regardless of whether or not
the City has received a waiver of subrogation endorsement from the insurer.
Deductibles and Self-Insured Retentions
Any deductible or self-insured retention must be declared to and approved by the City. 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
Insurers must be licensed to do business in California with an A.M. Best Rating of A-VII, orbetter. I
Verification of Coverage j
Consultant must furnish acceptable insurance certificates and mandatory endorsements(or copies of the policies
effecting the coverage required by this Contract), and 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 duringthe Contract term.
Subconsultants
Consultant shall require and verify that all subconsultants maintain insurance that meet the requirements of
this Contract, including naming the City as an additional insured on subconsultant's insurance policies.
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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 byConsultant.
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.
Exh.D-Insurance Requirements for Design Professionals&Consultants Contracts Form Updated Feb.2018
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AC"R" CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY)
7/11/2019
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.
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).
PRODUCER CONTACT
NAME: Rosemary Currie
Dealey, Renton&Associates PHONE Ext:510-465-3090 arc No):510-452-2193
P. 0. Box 12675 E-MAIL
Oakland, CA 94601 ADDREss: enterprise@dealeyrenton.com
Lic.#0020739 INSURER(S)AFFORDING COVERAGE NAIC#
INSURER A:Travelers Property Casualty Cc of Amen 25674
INSURED RAIMIASSO INSURER B:Travelers Casualt &SUret Co of Amer. 31194
Raimi&Associates, Inc.1900 Addison Street Suite 200 INSURERC:Hartford Fire Ins.Co. 19682
Berkeley CA 94704 INSURER D:
INSURER E:
INSURER F
COVERAGES CERTIFICATE NUMBER:1122280350 REVISION NUMBER:
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.
INSR TYPE OF INSURANCE ADOL SUBR POLICY EFF POLICY EXP
LTR POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS
A X COMMERCIAL GENERAL LIABILITY Y Y 6803JO79023 7/14/2019 7/14/2020 EACH OCCURRENCE $2,000,000
CLAIMS-MADE � OCCUR DAMAGE TO RENTED
PREMISES Ea occurrence $1,000,000
X Contractual Liab MED EXP(Any one person) $10,000
Included PERSONAL&ADV INJURY $2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000
POLICY 1 JEo LOC PRODUCTS-COMP/OPAGG $4,000,000
OTHER: $
A AUTOMOBILE LIABILITY 6803JO79023 7/14/2019 7/14/2020 Ee aBINEDtSINGLE LIMIT $1,000,000
ANY AUTO BODILY INJURY(Per person) $
OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $
X HIRED E
NON-OWNED PROPERTY DAMAGE
AUTOS ONLY AUTOS ONLY Per accident $
I
A X UMBRELLA LIAB IXI
OCCUR CUP7N361479 7/14/2019 7/14/2020 EACH OCCURRENCE $3,000,000
EXCESS LIAB CLAIMS-MADE AGGREGATE $3,000,000
DED I I RETENTION$ $
C WORKERS COMPENSATION Y 57WEGAD5TM3 7/14/2019 7/14/2020 X SPER I
TATUTE ER
AND EMPLOYERS'LIABILITY Y/N
ANYPROPRIETOR/PARTNER/EXECUTIVE ❑ N/A E.L.EACH ACCIDENT $1,000,000
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000
If yes,describe under
DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000
B Professional 106337798 7/14/2019 7/14/2020 $1.000,000 per claim
Liability $2,000,000 and.aggregate
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required)
RE:Cupertino Green Building Ordinance
Project No.: 19025
Green Building Ordinance
The City of Cupertino,its City Council,officers,officials,employees,agents,servants and volunteers are named as Additional Insured as respects General and
Auto Liability as required per written contract or agreement.General Liability is Primary/Non-Contributory,and Auto Liability is Primary per policy form wording.
Insurance coverage includes waiver of subrogation per the attached.30 Days Notice of Cancellation.
CERTIFICATE HOLDER CANCELLATION 30 Day Notice of Cancellation
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
City of Cupertino
10300 Torre Ave
Cupertino CA 95014 AUTHORIZED REPRESENTATIVE
I J
©1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
COMMERCIAL GENERAL LIABILITY
POLICY NUMBER: 680-3J079023
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
HIRED AUTO AND NONOWNED AUTO LIABILITY
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE FORM
SCHEDULE
Insurance is provided only with respect to those coverages for which a specific premium charge is shown:
COVERAGE ADDITIONAL PREMIUM
Hired Auto Liability $ INCLUDED
Nonowned Auto Liability $ INCLUDED
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
PROVISIONS C. WHO IS AN INSURED
A. COVERAGE Section II — Who Is An Insured is replaced by
If a premium charge is shown in the SCHEDULE the following:
above, the insurance provided under Section I — Each of the following is an insured under this in-
Coverage A — Bodily Injury And Property surance to the extent set forth below:
Damage Liability applies to "bodily injury" and 1, You;
"property damage" arising out of the maintenance
or use of a "hired auto" or "nonowned auto". 2. Anyone else including any partner or "execu-
Maintenance or use of a "nonowned auto" in- tive officer" of yours while using with your
cludes test driving in connection with an "auto permission a "hired auto" or a "nonowned
business". auto" except:
B. EXCLUSIONS a. The owner or lessee (of whom you are a
With respect to the insurance provided by this sublessee) of a "hired auto" or the owner
endorsement: or lessee of a "nonowned auto" or any
agent or"employee" of any such owner or
1. The exclusions, under Section I — Coverage lessee;
A — Bodily Injury And Property Damage
Liability, other than exclusions a., b., d.,e., f. b. Your "employee" if the covered "auto" is
and i. and the Nuclear Energy Liability Exclu- owned by that "employee" or a member
sion (Broad Form) are deleted and replaced of his or her household;
by the following: c. Your "employee" if the covered "auto" is
a. "Bodily injury"to: leased, hired or rented by him or her or a
(1) Any fellow "employee" of the insured member of his or her household under a
arising out of and in the course of: lease or rental agreement for a period of
180 days or more;
(a) Employment by the insured, or d. Any partner or "executive officer" with re-
(b) Performing duties related to the spect to any "auto" owned by such part-
conduct of the insured's busi- ner or officer or a member of his or her
ness. household;
b. "Property damage"to: e. Any partner or "executive officer" with re-
(1) Property owned or being transported spect to any "auto" leased or rented to
by, or rented or loaned to the insured; such partner or officer or a member of his
or or her household under a lease or rental
agreement for a period of 180 days or
(2) Property in the care, custody or con- more;
trol of the insured.
MP T1 25 11 03 Copyright, The Travelers Indemnity Company, 2003 Page 1 of 2
Includes copyrighted material of Insurance Services Office, Inc.,with its permission.
COMMERCIAL GENERAL LIABILITY
f. Any person while employed in or other- E. ADDITIONAL DEFINITIONS
wise engaged in duties in connection with Section V — Definitions is amended by the addi-
an "auto business", other than an "auto tion of the following definitions:
business"you operate;
1. "Auto Business" means the business or oc-
g. Anyone other than your "employees", cupation of selling, repairing, servicing, stor-
partners, a lessee or borrower or any of ing or parking "autos".
their "employees", while moving property
to or from a "hired auto" or a "nonowned 2• "Hired auto" means any "auto" you lease,
auto'; or hire, rent or borrow. This does not include:
3. Any other person or organization, but only a. Any"auto" you lease, hire or rent under a
with respect to their liability because of acts lease or rental agreement for a period of
or omissions of an insured under 1. or 2. 180 days or more, or
above. b. Any "auto" you lease, hire, rent or borrow
D. AMENDED DEFINITIONS from any of your "employees", partners,
The Definition of"insured contract"of Section V— stockholders, or members of their house-
Definitions is amended by the addition of the fol- holds.
lowing exceptions to paragraph f.: 3. "Nonowned auto" means any "autos" you do
Paragraph f. does not include that part of any not own, lease, hire, rent or borrow that are
contract or agreement: being used in the course and scope of your
business at the time of an "occurrence". This
(4) That pertains to the loan, lease or rental of an includes "autos" owned by your "employees"
"auto" to you or any of your "employees", if or partners or members of their households
the "auto" is loaned, leased or rented with a but only while being used in the course and
driver; or scope of your business at the time of an "oc-
(5) That holds a person or organization engaged currence".
in the business of transporting property by If you are a sole proprietor, "nonowned auto"
"auto" for hire harmless for your use of a cov- means any "autos" you do not own, lease,
ered "auto" over a route or territory that per- hire, rent or borrow that are being used in the
son or organization is authorized to serve by course and scope of your business or per-
public authority. sonal affairs at the time of an "occurrence".
Page 2 of 2 Copyright, The Travelers Indemnity Company, 2003 MP T1 25 11 03
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
COMMERCIAL GENERAL LIABILITY
POLICY NUMBER: 6803JO79023 ISSUED DATE: 7/11/2019
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):
Any person or organization that you agree in a written contract to include as an additional
insured on this Coverage Part for"bodily injury" or"property damage" included in the"products-
completed operations hazard", provided that such contract was signed and executed by you
before, and is in effect when, the bodily injury or property damage occurs.
Location And Description Of Completed Operations
Any project to which an applicable contract described in the Name of Additional
Insured Person(s) or Organization(s) section of this Schedule applies.
Information required to complete this Schedule, if not shown above,will be shown in the Declarations.
Section II — Who Is An Insured is amended to in- location designated and described in the schedule of
clude as an additional insured the person(s) or or- this endorsement performed for that additional in-
ganization(s) shown in the Schedule, but only with sured and included in the "products-completed opera-
respect to liability for "bodily injury" or "property dam- tions hazard".
age" caused, in whole or in part, by "your work" at the
CG 20 37 07 04 © ISO Properties, Inc., 2004 Page 1 of 1
COMMERCIAL GENERAL LIABILITY
POLICY NUMBER: 6803JO79023 ISSUED DATE: 7/11/2019
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Person or Organization:
Any person or organization that you agree in a written contract
i
;J
I
i
j
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations
as applicable to this endorsement.)
The TRANSFER OF RIGHTS OF RECOVERY damage arising out of your ongoing operations or
AGAINST OTHERS TO US Condition (Section IV- "your work" done under a contract with that person
COMMERCIAL GENERAL LIABILITY CONDITIONS) or organization and included in the "products-
is amended by the addition of the following: completed operations hazards." This waiver applies
We waive any right of recovery we may have against only to the person or organization shown in the
the person or organization shown in the Schedule Schedule above.
above because of payments we make for injury or
CG 24 04 10 93 Copyright, Insurance Services Office, Inc., 1992 Page 1 of 1
COMMERCIAL GENERAL LIABILITY
POLICY NUMBER 6803JO79023 ISSUED DATE: 7/11/2019
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Names of Additional Insured Person(s)or Organization(s):
Any person or organization that you agree in a written contract, on this Coverage Part, provided
that such written contract was signed and executed by you before, and is in effect when the
"bodily injury" or"property damage"occurs or the "personal injury"or"advertising injury"offense
is committed.
Location of Covered Operations:
Any project to which an applicable written contract with the described in the Name of
Additional Insured Person(s)or Organization(s) section of this Schedule applies.
(Information required to complete this Schedule, if not shown above, will be shown in the Declarations.)
A. Section II —Who Is An Insured is amended to in- This insurance does not apply to "bodily injury" or
clude as an additional insured the person(s) or "property damage" occurring, or "personal injury"
organization(s) shown in the Schedule, but only or "advertising injury" arising out of an offense
with respect to liability for"bodily injury", "property committed, after:
damage", "personal injury" or "advertising injury' 1. All work, including materials, parts or equip-
caused, in whole or in part, by: ment furnished in connection with such work,
1. Your acts or omissions; or on the project (other than service, mainte-
2. The acts or omissions of those acting on your nance or repairs) to be performed by or on
behalf; behalf of the additional insured(s) at the loca-
tion of the covered operations has been com-
in the performance of your ongoing operations for pleted; or
the additional insured(s) at the location(s) desig-
nated above. 2. That portion of "your work" out of which the
injury or damage arises has been put to its in-
B. With respect to the insurance afforded to these tended use by any person or organization
additional insureds, the following additional exclu- other than another contractor or subcontrac-
sions apply: for engaged in performing operations for a
principal as a part of the same project.
CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc.All rights reserved. Page 1 of 1
Includes copyrighted material of Insurance Services Office, Inc.with its permission.
POLICY NUMBER: 6803JO79023 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
OTHER INSURANCE - ADDITIONAL INSUREDS -
PRIMARY AND NON-CONTRIBUTORY WITH RESPECT TO
CERTAIN OTHER INSURANCE
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
The following is added to Paragraph 4. a., Primary (1) The "bodily injury" or"property damage"for which
Insurance, of SECTION IV — COMMERCIAL GEN- coverage is sought is caused by an 'occurrence"
ERAL LIABILITY CONDITIONS: that takes place; and
However, if you specifically agree in a written contract (2) The "personal injury" or "advertising injury" for
or agreement that the insurance afforded to an addi- which coverage is sought arises out of an offense
tional insured under this Coverage Part must apply on that is committed;
a primary basis, or a primary and non-contributory
basis, this insurance is primary to other insurance that subsequent to the signing and execution of that con-
is available to such additional insured which covers tract or agreement by you.
such additional insured as a named insured, and we
will not share with that other insurance, provided that:
CG D4 25 07 08 ©2008 The Travelers Companies, Inc. Page 1 of 1
Workers' Compensation and Employers' Liability Insurance Policy
Waiver of Our Right to Recover From Others Endorsement - California
WC 04 03 06
If the following information is not complete, refer to the appropriate Schedule attached to the policy.
Insured:Raimi &Associates, Inc. Policy Number 57WEGAD5TM3
Producer: Dealey, Renton &Associates Effective Date 7/14/2019
Schedule
Person or Organization Job Description
City of Cupertino ORGANIZATIONS CONT: The City of Cupertino,
10300 Torre Ave its City Council, officers, officials, employees,
Cupertino CA 95014 agents, servants and volunteers
Additional Premium %
We have the right to recover our payments from any- You niust maintain payroll records accurately segre-
one liable for an injury- covered by this policy. We gating the remuneration of your employees while en-
will not enforce our right against the person or gaged in the work described in the Schedule.
organization named in the Schedule. (This agreement
applies only to the extent that you perform work The additional premium for this endorsement shall be
under a written contract that requires you to obtain the percentage, as shown in the Schedule applicable
this agreement from us.) to this endorsement, of the California workers'
compensation premium otherwise due on such
remuneration.
Authorized Representative
WC040306
1�
06/30/i9
S T R A T E G I C E C 0 N 0 M I C S
Attn: Erick Serrano
AGREEMENT No.: 18-1.33
Project: Econotnic Feasibility of Ittclusionary Housing Policy/
Commercial Linkage Fee Analysis Current Invoice Previous Task
Task Amounts 1816.11 Invoices Balance
1 Kick-Off Meeting $ 1,340.00 $ - $ 1,340.00 $ -
2 Financial Feasibility Analysis $ 25,730.00 $ - $ 25,942.50 $ (212.50)
3 Peer Cities $ 3,740.00 $ - $ 3,737.50 $ 2.50
4 Final Report $ 3,640.00 $ - $ 3,601.25 $ 38.75
5 Meetings (4) $ 9,280.00 $ 1,290.00 $ - $ 7,990.00
Subtotals $ 43,730.00 $ 1,290.00 $ 34,621.25 $ 7,818.75
Amendment 1-Commercial Linkage Fee Analysis
1 Project Initiation $ 670.00 $ - $ 670.00 $ -
2.1 Development Prototypes $ 1,720.00 $ 11.25 $ 1,708.75 $ -
2.2 Pro Forma Analysis $ 14,760.00 $ 38.75 $ 14,721.25 $ -
3 Policy Analysis/Summary of.Findings $ 3,740.00 $ 108.75 $ 3,631.25 $ -
4 Draft Report $ 3,640.00 $ 155.00 $ 3,485.00 $ -
5 Final Report $ 1,340.00 $ - $ - $ 1,340.00
Subtotals $ 25,870.00 $ 313.75 $ 24,216.25 $ 1,340.00
Subtotals rr...,-.,$-- 69,600.00 $ 1,603.75.._......$ 58,837.50 $ 9,158.75
Expense $ 250.00 $ - $ 46.18 $ 203.82
Total Invoices Billed to Date $ 60,487.43
Total Payment Received to Date $ 46,167.43
Total Amount Due on Account $ 14,320.00
2991 SHATTUCK AVENUE#203 1 BERKELEY,CALIFORNIA 94705 1 P:510.647.5291 1 F:510.647.5295 1 STRATEGICECONOMICS.COM
ST RAT EGICECON0MICSINC
Invoice for Professional Services DATE: 06/30/19
INVOICE: 1816.11
Bill to:
Attn: Erick Serrano FEIN: 27-1639472
City of Cupertino
10300 Torre Avenue Remit Payment tocY,,
Cupertino, CA 95014 Strategic Economics
ericks:@cupertino.org Attn:Accounting
2991 Shattuck Ave.,Ste 203
BILLING PERIOD: June-2019 L Berkeley,CA 94705
Project: Economic Feasibility of Inclusionary Housing Policy/Commercial Linkage Fee Analysis
AGREEMENT NO. 18-133 ro9t
AMOUNT DUE: $1,603.75
Antou�i �%Complete to 1% This
jig
Date
1 Kick-Off Meeting $ 1,340.00 100% 0% $ -
2 Financial Feasibility Analysis $ 25,730.00 101% 0% $ -
3 Peer Cities $ 3,740.00 100% 0% $ -
4 Final Report $ 3,640.00 99% 0% $ -
5 Meetings (4) $ 9,280.00 14% 14% $ 1,290.00
Amendment 1-Commercial Linkage Fee Analysis
1 Project Initiation $ 670.00 100% 0% $ -
2.1 Development Prototypes $ 1,720.00 100% 1% $ 11.25
2.2 Pro Forma Analysis $ 14,760.00 100% 0% $ 38.75
3 Policy Analysis/Summary of Findings $ 3,740.00 100% 3% $ 108.75
4 Draft Report $ 3,640.00 100% 4% $ 155.00
5 Final Report $ 1,340.00 0% 0% $ -
Subtotal: $ 1,603.75
Expense $ 250.00 18% 0% $ _
Subtotal: $ -
TOTAL DUE THIS INVOCQ-
Contract Summary:
Aw
Con
$ 69,850.00 $ 1,603.75 $ 58,883.68 $ 9,362.57
2991 SHATTUCK AVENUE#203 1 BERKELEY,CALIFORNIA 94705 P:510.647.5291 1 F:510.647.5295 1 STRATEGICECONOMICS.COM
ST RATE G I C ECON OM ICS INC
Hours Detail
Attn: Erick Serrano
AGREEMENT NO. 18-133
Project: Economic Feasibility of Inclusionary Housing Policy/
Commercial Linkage Fee Analysis
Associate
rip
t.
1 Kick-Off Meeting 0.00 0.00 0.00 $ -
2 Financial Feasibility Analysis 0.00 0.00 0.00 $ -
3 Peer Cities 0.00 0.00 0.00 $ -
4 Final Report 0.00 0.00 0.00 $ -
5 Meetings(4) 6.00 1,290.00 0.00 6.00 $ 1,290.00
Amendment 1-Commercial Linkage Fee Analysis
1 Project Initiation 0.00 0.00 0.00 $ -
2.1 Development Prototypes 0.00 0.09 _ 11.25 0.09 $ 11.25
2.2 Pro Forma Analysis 0.00 0.32 38.75 0.32 $ 38.75
3 Policy Analysis/Summary of Findings 0.00 0.91 108.75 0.91 $ 108.75
4 Draft Report 0.00 1.29 155.00 1.29 $ 155.00
5 Final Report 0.00 0.00 0.00 $ -
2991 SHATTUCK AVENUE#203 1 BERKELEY,CALIFORNIA 94705 1 P: 510,647.5291 F:510.647.5295 1 STRATEGICECONOMICS.COM
ST RATE GICECONOMICSINC
Date: 06/30/2019
To: Attn: Erick Serrano
From: Strategic Economics Reference Invoice : 1816.1.1
Sujata Srivastava
Project: Economic Feasibility of Inclusionary Housing Policy/
Commercial Linkage Fee Analysis
Period: June-2019 Agreement No.: 18-133
f ,::il;u5f4'M_S^.,F.`SteG6'xZG�Sr kE3➢$a'65%.�5' :fSlkkZ fgl2»'�'4us:3kSA/ISS.z18�%�69sYr^, x.�iDl:�i'LfbEY ..,ram .. .'J�9Sd}LYI 'A`�itL&SY.23GT149kYv:.�i
Strategic Economics performed the following:
• Revisions to draft report
• Prep for meetings
2991 SHATTUCK AVENUE#203 1 BERKELEY, CALIFORNIA 94705 1 P:510.647.5291 F:510.647.5295 1 STRATEGICECONOMICS.COM