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21-054 RRM Design Group, Preparation of a Comprehensive Administrative Draft of the Objective Development Standards and Mixed Use Design Standards
1 of 11 Design Professional Agr (Single)/Rev Nov. 2020 DESIGN PROFESSIONAL SERVICES AGREEMENT (SINGLE) WITH RRM DESIGN GROUP 1. PARTIES This Agreement is made by and between the City of Cupertino, a municipal corporation (“City”), and RRM Design Group (“Consultant”), a corporation for the preparation of a comprehensive administrative draft of the Objective Development Standards and Mixed Used Design Standards (“Project”), and is effective on the last date signed below (“Effective Date”). 2. SERVICES 2.1 Basic Services. Consultant agrees to provide the Basic Services for the Project, which are set forth in detail in the Scope of Services, attached here and incorporated as Exhibit A, and as further specified in Consultant’s written Proposal as approved by City, except for any provision in the Proposal which conflicts or is inconsistent with this Agreement and the Exhibits hereto, or as otherwise expressly rejected by City. Consultant further agrees to carry out its work in compliance with the City’s Shelter In Place and Social Distancing Requirements, attached here and incorporated as Exhibit A-A. 2.2 Additional Services. City may request at any time during the Contract Time that Consultant provide additional services for the Project, which are not already encompassed, expressly or implicitly, in the Agreement, the Scope of Services, or the Proposal (“Additional Services”). Additional Services must be authorized in writing by City and Consultant will not be paid for unauthorized Additional Services rendered. Additional Services are subject to all the provisions applicable to Basic Services, except and only to the extent otherwise specified by City in writing. All references to “Services” in the Agreement include Basic Services and Additional Services, unless otherwise stated in writing. The Services may be divided into separate sequential tasks, as further specified in this Agreement, the Scope of Services, and Consultant’s Proposal. Consultant is solely responsible for its errors and omissions and those of its subconsultants, and must promptly correct them at its sole expense. Consultant must take appropriate measures to avoid or mitigate any delay, liability, and costs resulting from its errors or omissions. 3. TIME OF PERFORMANCE 3.1 Term. This Agreement begins on the Effective Date and ends on June 30, 2022, unless terminated earlier as provided herein (“Contract Time”). 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. All Services must be provided within the times specified in Exhibit B, Schedule of Performance, attached and incorporated here. Consultant must promptly notify City of any actual or potential delay in providing the Services as scheduled to afford the Parties adequate 2 of 11 Design Professional Agr (Single)/Rev Nov. 2020 opportunity to address or mitigate delays. If the Services are divided by tasks, Consultant must begin work on each separate task upon receiving City’s Notice to Proceed (“NTP”), and must complete each task within the time specified in Exhibit B. 3.3 Time is of the essence for the performance of all the Services. Consultant must have sufficient time, resources, and qualified staff to deliver the Services on time. 4. COMPENSATION 4.1 Maximum Compensation. City will pay Consultant for satisfactory performance of the Basic Services and Additional Services, if approved, a cumulative total amount that will be capped so as not to exceed $226,757 (“Contract Price”), as specified in Exhibit C, Compensation, attached and incorporated here. The Contract Price includes all expenses and reimbursements and will remain in place even if Consultant’s actual costs exceed the capped amount. No extra work or payment is permitted in excess of the Contract Price. 4.2 Basic Services. City will pay Consultant $226,757 (“Lump Sum Price”) for the complete and satisfactory performance of the Basic Services in accordance with Exhibit C. The Lump Sum Price is inclusive of all time and expenses, including, but not limited to, sub-Consultants’ costs, materials, supplies, equipment, travel, taxes, overhead, and profit. If the Basic Services are not fully completed, Consultant will be compensated a percentage of the Lump Sum Price proportionate to the percentage of Basic Services that were completed to City’s reasonable satisfaction. 4.3 Additional Services. City has the discretion, but not the obligation, to authorize Additional Services up to an amount not to exceed $ 0 Additional Services provided to City’s reasonable satisfaction will be compensated on a lump sum basis or based on time and expenses, in accordance will the Hourly Rates and Reimbursable Expenses Schedules included in Exhibit C. If paid on an hourly basis, Consultant will be compensated for actual costs only of normal business expenses and overhead, with no markup or surcharge (“Reimbursable Expenses”). 4.4 Invoices and Payments. Monthly invoices must describe the Services completed and the Amount due for the preceding month. City will pay Consultant within thirty (30) days following receipt of a properly submitted and approved invoice for Services. The invoice must separately itemize and provide subtotals for Basic Services and Additional Services, and must state the percentage of completion for each task, as specified in Exhibit C. City will notify Consultant in writing of any disagreements with the invoice or the stated percentage of completion of tasks. If the disagreement is unresolved, City will pay Consultant only for the undisputed portion of the Services. Disputed amounts shall be subject to the Dispute Resolution provision of this Agreement. a. Time and Expenses. For Additional Services provided on an hourly basis, each invoice must also include, for each day of Services provided: (i) name and title of each person providing Services; (ii) a succinct summary of the Services performed by each person; (iii) the time spent per person, in thirty (30) minute increments; (iv) the hourly billing rate or Sub- Consultant charge and payment due; and (v) an itemized list with amounts and explanation for all permitted reimbursable expenses. 3 of 11 Design Professional Agr (Single)/Rev Nov. 2020 b. Rates and Receipts. All hourly rates and reimbursable expenses must conform to the City- approved rates set forth in Exhibit C, which will be in effect for the entire Contract Time. Each invoice must attach legible, dated receipts for Reimbursable Expenses. 5. INDEPENDENT CONTRACTOR 5.1 Status. Consultant is an independent Consultant and not an employee, partner, or joint venture of the City. Consultant is solely responsible for the means and methods of performing the Services and shall exercise full control over the employment, direction, compensation and discharge of all persons assisting Consultant in performing the Services. Consultant is not entitled to health benefits, worker’s compensation, retirement, or any City benefit. 5.2 Qualifications and Standard of Care. Consultant represents on behalf of itself and its sub- Consultants that they have the qualifications and skills to perform the Services in a competent a nd professional manner, as exercised by design professionals performing similar services in the San Francisco Bay Area (“Standard of Care”). Services may only be performed by qualified and experienced personnel or subconsultants who are not employed by Cit y and do not have any contractual relationship with City excepting this Agreement. All Services must be performed as specified to City’s reasonable satisfaction which shall be defined as Consultant’s adherence to the Standard of Care. City agrees that “satisfaction” or “satisfactory” as used in this Agreement shall be defined as services performed in accordance with prevailing application professional standards. 5.3 Permits and Licenses. Consultant warrants on behalf of itself and any sub-Consultants that they are properly licensed, registered, and/or certified to perform the Services, as required by law, and that they have procured a valid City Business License, if required by the Cupertino Municipal Code. 5.4 Sub-Consultants. Unless prior written approval from City is obtained, only Consultant’s employees and sub-Consultants whose names are included in this Agreement and incorporated Exhibits may provide Services under this Agreement. Consultant must require all sub-Consultants to furnish proof of insurance for workers’ compensation, commercial liability, auto, and professional liability in reasonable conformity to the insurance required of Consultant. The terms and conditions of this Agreement shall be binding on all sub-Consultants relative to the portion of their work. 5.5 Tools, Materials, and Equipment. Consultant will supply and shall be responsible for all tools, materials, and equipment required to perform the Services under this Agreement. 5.6 Payment of Benefits and Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. Consultant 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. Consultant shall be solely liable for and obligated to pay directly all applicable taxes, fees, contributions, or charges applicable to Consultant’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 Consultant. Should any court, arbitrator, or administrative authority, including but not limited to the California Public Employees Retirement System (PERS), the Internal Revenue Service or the State Employment Development Division, determine that Consultant, or any of its employees, 4 of 11 Design Professional Agr (Single)/Rev Nov. 2020 agents, or subcontractors, is an employee for any purpose, then Consultant agrees to a reduction in amounts payable under this Agreement, or to promptly remint to City any payments due by the City as a result of such determination, so that the City’s total expenses under this Agreement are not greater than they would have been had the determination not been made. 5.7 Errors and Omissions. Consultant is solely responsible for its errors and omissions and those of its sub-Consultants, and must take prompt measures to avoid, mitigate, and correct them at its sole expense. 6. PROPRIETARY/CONFIDENTIAL INFORMATION During the Contract Time, Consultant 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. Consultant shall hold in confidence all City information and use it only to perform this Agreement. Consultant shall exercise the same standard of care to protect City information as a reasonably prudent Consultant would use to protect its own proprietary data. 7. OWNERSHIP OF MATERIALS 7.1 Property Rights. Subject to City meeting its payment obligations for the Services, any interest (including copyright interests) of Consultant in any product, memoranda, study, report, map, plan, drawing, specification, data, record, document, or other information or work, in any medium, prepared by Consultant under this Agreement (“Work Product”), 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 a third-party without prior written approval by City 7.2 Copyright. To the extent permitted by Title 17 of the U.S. Code, all copyrights to the Work Product prepared/created by Consultant and its sub-Consultants and all copyrights in such Work Product shall constitute City property. If it is determined under federal law that the Work Product is not “works for hire,” Consultant hereby assigns to City all copyrights to the Work Product when and as created, and shall require sub-Consultants to do the same. Consultant may retain copyrights to its standard details, but hereby grants City a perpetual, non-exclusive license to use such details. 7.3 Patents and Licenses. Consultant 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 Consultant and its sub-Consultants to execute or implement any of the following, but Consultant shall not be responsible or liable for City’s re-use of Work Product: (a) For work related to the original Services for which Consultant was hired; (b) To complete the original Services with City personnel, agents or other Consultants; (c) To make subsequent additions to the original Services; and/or (d) For other City projects. 5 of 11 Design Professional Agr (Single)/Rev Nov. 2020 7.5 Deliverables and Format. Electronic and hard copies of the Work Product constitute part of the Deliverables required under this Agreement, which shall be provided to City on recycled paper and copied on both sides, except for one single-sided original. Large-scale architectural plans and similar items must be in CAD and PDF formats, and unless otherwise specified, other documents must be in Microsoft Office applications and PDF formats. 8. RECORDS 8.1 Consultant must maintain complete, accurate, and detailed accounting records relating to the Services and Compensation, in accordance with generally accepted accounting principles and procedures. The records must include detailed information about Consultant’s performance, benchmarks, and deliverables. The records and supporting documents must be kept separate from other files and maintained for a period of four (4) years from the date of City’s final payment. 8.2 Consultant will provide City full access to Consultant’s books and records for review and audit, to make transcripts or copies, and to conduct a preliminary examination of all the work, data, documents, proceedings, and activities related to this Agreement. If a supplemental examination or audit of Consultant’s records discloses non-compliance with appropriate internal financial controls, a contract breach, or a failure to act in good faith, City will be entitled to recover from Consultant the costs of the supplemental examination. If this is a lump sum fee Agreement, City will be provided access to records of reimbursable expenses and the instruments of service/deliverables for review and audit. This Section 8 survives the expiration/termination of this Agreement. 9. ASSIGNMENT Consultant 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 Consultant as a legal entity will be considered an Assignment subject to City approval, which shall not be unreasonably withheld. For purposes of this provision, control means fifty percent (50%) or more of the voting power of the business entity. This Agreement binds Consultant, its heirs, successors and assignees. 10. PUBLICITY / SIGNS Any publicity generated by Consultant for the project under this Agreement, during the term of this Agreement and for one (1) 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 Agreement, 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 or active negligence or willful misconduct of City personnel or any third party, Consultant agrees to indemnify, defend, and hold harmless the City as follows: 6 of 11 Design Professional Agr (Single)/Rev Nov. 2020 a. Indemnity for Design Professional Liability: With respect to the performance of design professional services by a design professional as defined in California Civil Code Section 2782.8, to the fullest extent permitted by law, Consultant shall indemnify and hold harmless City, its officers, officials, agents, employees, and volunteers (collectively and/or individually “City”) from and against any and all liabilities, claims, damages, losses, costs, or expenses (including, without limitation, costs, attorneys’ fees, and expert fees of litigation and alternative dispute resolution) of every nature to the extent found to be arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant or any of its officers, employees, servants, agents, or subcontractors (collectively and/or individually “Consultant”), in the performance of this Agreement. If it is finally determined (through a non-appealable judgment or an agreement between City and Consultant) that liability is caused by the comparative negligence or willful misconduct of City, then Consultant’s indemnification and hold harmless obligation shall not exceed Consultant’s finally determined percentage of liability based upon the comparative fault of Consultant. Irrespective of any language to the contrary in this Agreement, the Consultant has no duty to provide or to immediately pay for an up-front defense of City against unproven claims or allegations, but shall reimburse those litigation costs and expenses (including, without limitation, attorneys’ fees, and expert fees) incurred by the City to the extent found to be caused by the negligence, recklessness, or willful misconduct of Consultant. In no event shall the cost to defend charged to Consultant exceed Consultant’s proportional percentage of fault, except as described in Section 2782.8(a) and (e) of the California Civil Code. b. Claims for Other Liability. Except as provided in subsections 11.1(a) and (b), to the fullest extent permitted by law, Consultant shall hold harmless, defend (with counsel agreed to by City), and indemnify City and its officers, officials, agents, employees, and volunteers (collectively and/or individually “City”) from and against any and all liability, claim, loss, damage, expense, costs (including, without limitation, costs, attorneys’ fees, and expert fees of litigation) of every nature arising out of, related to, or in connection with the performance of work hereunder by Consultant or any of its officers, employees, servants, agents, or subcontractors, or the failure of the same to comply with any of the obligations contained in this Agreement, except such loss or damage which was caused by the sole negligence or sole willful misconduct of the City. Consultant’s duty to defend applies immediately, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Contractor from its separate and distinct obligation to defend as stated herein. 11.2 Consultant will assist City, at no additional cost, in the defense of any claim, dispute, or lawsuit arising out of this Agreement if such assistance is authorized b y Consultant’s insurance carrier and/or legal counsel. Consultant’s duties herein are not limited to or subject to the Contract Price, to Workers’ Compensation claims, or to the Insurance or Bond limits and provisions. Nothing in this Agreement shall be construed to give rise to an implied right of indemnity in favor of Consultant against any Indemnitee. 11.3 Consultant 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 Consultant in the performance of this Agreement. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and 7 of 11 Design Professional Agr (Single)/Rev Nov. 2020 will in no way act as a waiver of any rights hereunder. 11.4 This Section 11 shall survive expiration or termination of this Agreement. 12. INSURANCE On or before the Contract Time commences, Consultant shall furnish City with proof of compliance with City Insurance Requirements, attached and incorporated here as Exhibit D. City will not execute the Agreement until Consultant has submitted and City has reasonably approved receipt of satisfactory certificates of insurance and endorsements evidencing the type, amount, class of operations covered, and the effective and expiration dates of coverage. Alternatively, City may terminate this Agreement or in its sole discretion purchase insurance at Consultant’s expense and deduct costs from payments to Consultant. 13. COMPLIANCE WITH LAWS 13.1 General Laws. Consultant shall comply with all laws and regulations applicable to this Agreement. Consultant will promptly notify City of changes in the law or other conditions that may affect the Project or Consultant’s ability to perform. Consultant is responsible for verifying the employment authorization of employees performing the Services, as required by the Immigration Reform and Control Act, or other federal or state law, rule or regulation. 13.2 Labor Laws. Consultant shall comply with all labor laws applicable to this Agreement. If the Services include a “public works” component, Consultant must comply with prevailing wage laws under Labor Code Section 1720 and other labor laws. To the extent applicable, Consultant must comply with City’s Labor Compliance Program and with state labor laws pertaining to working days, overtime, payroll records and DIR Registration and Oversight. If the Contract Price is $30,000 or more, Consultant must comply with the apprenticeship requirement in Labor Code Section 1777.5. 13.3 Discrimination Laws. Consultant 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. Consultant shall comply with all anti-discrimination laws, including Government Code Section 12900 and 11135, and Labor Code Section. 1735, 1777, and 3077.5. Consistent with City policy prohibiting it, Consultant understands that harassment and discrimination by Consultant or any of its sub-Consultants toward a job applicant, an employee, a City employee, or any other person is strictly prohibited. Consultant agrees to provide records and documentation to the City on request necessary to monitor compliance with this provision. 13.4 Conflicts of Interest. Consultant shall comply with all conflict of interest laws and regulations applicable to this Agreement and must avoid any conflict of interest. Consultant 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. Consultant may be required to file a conflict of interest form if Consultant makes certain governmental decisions or serves in a staff capacity, as provided in Section 18700 of Title 2 of the California Code of Regulations and other laws. Services may only be performed by persons who are not employed by City and who do not have any contractual relationship with City, with the exception of this Agreement. Consultant is familiar with and agrees to abide by the City’s rules governing gifts to public officials and employees. 8 of 11 Design Professional Agr (Single)/Rev Nov. 2020 13.5 Remedies. A violation of this Section 13 constitutes a material breach and may result in City suspending payments, requiring reimbursement, or terminating this Agreement. City reserves all its rights and remedies under law and this Agreement, including the right to seek indemnification under Section 11. Consultant agrees to indemnify, defend, and hold City harmless from and against any loss, liability, and expenses arising from noncompliance with this Section. 14. PROJECT COORDINATION 14.1 City Project Manager. The City’s Project Manager for all purposes under this Agreement will be Piu Ghosh, Planning Manager, who shall have the authority to manage this Agreement and oversee the progress and performance of the Services. City in its sole discretion may substitute another Project Manager at any time and will advise Consultant of the new representative. 14.2 Consultant Project Manager. Subject to City’s reasonable approval, Consultant’s Project Manager for all purposes under this Agreement will be Jami Williams, Principal, who shall be the single representative for Consultant with the authority to manage compliance with this Agreement and oversee the progress and performance of the Services. This includes responsibility for coordinating and scheduling the Services in accordance with City instructions, service orders, and the Schedule of Performance, and providing regular updates to the City’s Project Manager on the Project status, progress, and any delays. City written approval is required prior to Consultant substituting a new Project Manager, which shall result in no additional costs to City or Project delays. 15. ABANDONMENT OF PROJECT City may abandon or postpone the Project with thirty (30) calendar days written notice to Consultant. Consultant 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. No close out work shall be conducted without City reasonable approval of closure costs, which may not exceed ten percent (10%) of the total time expended to the date of abandonment. All charges including job closure costs will be paid in accordance with the provisions of this Agreement and within thirty (30) days of Consultant’s final invoice reasonably approved by the City. 16. TERMINATION City may terminate this Agreement for cause or without cause at any time, following reasonable written notice to Consultant at least thirty (30) calendar days prior to the termination date. Consultant will be paid for satisfactory Services rendered through the date of termination, but final payment will not be made until Consultant closes out the Services and delivers all Work Product to City. All charges approved by City including job closure costs will be paid within thirty (30) days of Consultant’s final invoice. 17. GOVERNING LAW, VENUE, AND DISPUTE RESOLUTION This Agreement is governed by the laws of the State of California, excepting any choice of law rules which may direct the application of laws of another jurisdiction. Any lawsuits filed related to this Agreement must be filed with the Superior Court for the County of Santa Clara, State of California. Consultant must comply with the claims filing requirements under the Government Code prior to filing a civil action in court against City. The Agreement and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the 9 of 11 Design Professional Agr (Single)/Rev Nov. 2020 successors of those authorities). If a dispute arises, Consultant 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 or Consultant 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 as part of prevailing party’s total damages as determined by a court of competent jurisdiction. This Section 18 survives the expiration/termination of this Agreement. 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 any breach shall not be deemed to constitute waiver of another term, provision, covenant, or condition or a subsequent breach, whether of the same or a different character 21. ENTIRE AGREEMENT This Agreement represents the full and complete understanding of the Parties, of every kind or nature, and supersedes any and all other agreements and understandings, either oral or written, between them. 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 this 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 contractual provision or clause that may be required by law is deemed to be included and will be inferred in this Agreement. Either party may request an amendment to cure any mistaken insertion or omission of a required provision. 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. 10 of 11 Design Professional Agr (Single)/Rev Nov. 2020 25. SURVIVAL All provisions which by their nature must continue after the Agreement ends, including without limitation those referenced in specific Sections herein, survive this Agreement and shall remain in full force and effect. 26. NOTICES All notices, requests, and approvals must be sent to the persons below in writing to the persons below, and will be considered effective on the date of personal delivery, the delivery 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 Avenue, Cupertino, CA 95014 Attention: Piu Ghosh Email: piug@cupertino.org To Consultant: RRM Design Group 325 Davis St., San Leandro, CA 94577 Attention: Jami Williams Email: JAWilliams@rrmdesign.com 27. VALIDITY OF CONTRACT This Agreement is valid and enforceable only if it complies with the contract provisions of Cupertino Municipal Code Chapters 3.22 and 3.23, is signed by the City Manager or authorized designee, and is approved for form by the City Attorney’s Office. 28. EXECUTION The person executing this Agreement on behalf of Consultant represents and warrants that Consultant has the right, power, and authority to enter into this Agreement and carry out all actions herein, and that he or she is authorized to execute this Agreement, which constitutes a legally binding obligation of Consultant. 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. REMAINDER OF PAGE INTENTIONALLY LEFT BLANK [SIGNATURE PAGE TO FOLLOW] 11 of 11 Design Professional Agr (Single)/Rev Nov. 2020 IN WITNESS WHEREOF, the parties have caused the Agreement to be executed on the Effective Date stated earlier in this Agreement. CITY OF CUPERTINO CONSULTANT A Municipal Corporation By Name Title Date By Name Title Date Tax I.D. No.: 95-2923783 APPROVED AS TO FORM: HEATHER M. MINNER Cupertino City Attorney ATTEST: KIRSTEN SQUARCIA City Clerk Date: Principal/ VP May 10, 2021 jami williams Heather M. Minner May 10, 2021 City Manager Deb Feng May 10, 2021 CITY OF CUPERTINO OBJECTIVE DEVELOPMENT STANDARDS SCOPE OF WORK - MARCH 17 2021 We understand the challenges you are facing to comply with the Housing Accountability Act, Senate Bill 35 Streamlining, the Housing Crisis Act (Senate Bill 330), AB2162, and responding to Regional Housing Needs Allocation (RHNA) mandates. RRM Design Group has a successful track record of navigating these challenges and complex projects. We have assisted communities throughout California with the development of truth-tested objective design standards that are responsive to community desires and goals and have assisted staff to review projects within similar metrics. You have stated that the primary goals for this project are to: •Create objective standards that improve the overall quality of for multi-family and mixed-use residential projects built within the City of Cupertino; •Conduct thoughtful and appropriate community outreach; and •Ensure environmental review compliance as required by the California Environmental Quality Act (CEQA). The following scope aligns with the strategy proposed within your RFP and outlines how we will approach the project to satisfy these goals. Our project deliverables will ensure that future development is compatible with the surrounding neighborhoods and complies with the intent of state legislation to facilitate and expedite the construction of housing. TASK 1: INVENTORY AND ANALYSIS In this initial phase of the project, RRM Design Group will engage in a due diligence process designed to inform the team on the primary issues to be addressed and gather and review relevant data and background information. KICKOFF MEETING AND FIELD TRIP The project team will meet with City staff including the City’s legal counsel to establish a mutual understanding of the key issues and project objectives; review the scope of work and project schedule; and lay out significant project milestones, meeting times, and deliverable targets. A virtual City tour to gain additional insight related to community character and recent development projects may also be incorporated into this task. DATA GATHERING/DOCUMENT RESEARCH As a first step in the process, we will collect and review data that is relevant to the development of the Objective Residential and Mixed-Use Design Standards including the existing General Plan, Zoning Ordinance, any applicable specific plan, previous development applications, mapping information, and Exhibit A other planning efforts that have a bearing in the City. In this task, RRM will also identify design characteristics of existing multi-family and mixed-use residential sites throughout the City, including prominent architectural style, height, bulk, building articulation, streetscape pattern, parking requirements, access, landscaping, and other characteristics. EXISTING POLICY ANALYSIS AND SUMMARY MEMO RRM will develop a matrix summarizing necessary revisions to existing City plans included here https://www.cupertino.org/our-city/departments/community-development/planning/general- plan/land-use-plans and excluding the North Vallco Master Plan, and the South Vallco Connectivity Plan, as they are guidance documents only. We will also review the originally adopted Heart of the City Specific Plan document (1995) and future amended versions. Findings will be summarized with recommendations for proposed objective design standards. This will provide an opportunity to discuss the desired approach and modified language prior to developing the Administrative Draft document. Deliverables: • Prepare for and attend one (1) kickoff meeting • Review of existing standards/guidelines, and multi-family and mixed-use developments. • One (1) video conference call with City to discuss findings of the data gathering and document research • One (1) existing policy summary matrix TASK 2: PUBLIC OUTREACH The overarching goal of this work effort is to develop objective design review standards which would expedite permitting and facilitate and streamline development of housing. The State of California has adopted recent legislation to address the State-wide housing shortage and now requires a streamlined and ministerial process for specific residential developments (multi-family, including rowhomes, townhomes, and mixed-use developments). Objective development/design standards are required by the Housing Accountability Act, Senate Bill 35 Streamlining, and the Housing Crisis Act (Senate Bill 330). These laws require projects to be reviewed against established objective standards rather than through a city’s traditional discretionary entitlement process. Objective standards are those that involve no personal or subjective judgment by a public official and are uniformly verifiable by reference to an external and uniform benchmark. The nature of the project is a technical exercise focused on identifying the subjectivity in the current development review process and replacing that subjectivity with objective requirements. The project is not intended to revise existing development standards (i.e., the intent is not to change existing building height or setback standards). Engagement associated with the development of objective design standards will focus on gaining an understanding from City staff, decision makers, and the development community on common issues associated with existing standards and the development review process and providing information and a suite of educational materials to inform the larger community of Cupertino of project objectives and deliverables. PROJECT OUTREACH MATERIALS RRM will develop a project webpage, social media posts, and e-updates to distribute information to all interested parties and receive feedback. RRM will work with City staff to leverage existing online resources, including social media platforms, and determine how new resources can augment online outreach efforts. In addition, we will prepare a graphically oriented and easy to understand informational flyer to provide an overview of the project, examples of subjective vs. objective language, City contact information, and additional project related information. A frequently asked questions (FAQ) handout/pdf will also be developed to provide additional information and clarify misconceptions. This task will include an informational video that can be posted on the project website and will include an informational slide deck with voiceover. STAKEHOLDER INTERVIEWS RRM will conduct a series of stakeholder interviews to collect input on the City’s existing discretionary review and approval process. The interviews will be structured as a series of half-hour to one-hour confidential meetings (held via video/teleconference), with various individuals or small groups of people with like interests, including City staff, select decision makers, residents, and developers/recent applicants. PLANNING COMMISSION AND CITY COUNCIL STUDY SESSIONS During the development of the objective design standards, RRM will conduct a study session with the Planning Commission and one with the City Council to provide a project update and collect input prior to finalizing the Administrative draft. COMMUNITY OPEN HOUSE Virtual open house to present project materials and gather input on standards. Deliverables: • Provide materials developed as part of other tasks for City use on website, up to three (3) project updates to be used in City e-blasts and social media posts • One (1) PDF of informational flyer, and FAQ. Assumes up to two (2) rounds of revisions based on consolidated redline draft of City comments • One (1) video presentation with voice over. • Facilitate up to sixteen (16) 30 minute to 1 hour meetings with stakeholders. RRM will collaborate with City Council Ad Hoc committee and staff to identify stakeholders. We ask that staff be responsible for noticing and meeting logistics and contacting key stakeholders. • Facilitate online open house. City staff will be responsible for meeting notification and logistics. • One (1) Planning Commission and one (1) City Council study session. TASK 3: OBJECTIVE DESIGN STANDARDS In this phase, RRM will build from work performed in previous tasks to prepare the Objective Residential and Mixed-Use Design Standards. RRM will prepare a comprehensive administrative draft of the Objective Residential and Mixed-Use Design Standards. The design standards will provide direction on topics such as site planning, building massing, and elements, building frontages, entrances, exterior materials, landscaping, utilitarian/ mechanical elements of building design, appropriate buffering etc. The standards will be clearly written and tailored with the ultimate users in mind. Design professionals, City staff, and decision-makers will all use this document in the creation and review of project submittals. Our team will also coordinate with designated City staff to review and make recommendations on how to incorporate draft greenhouse gas emissions (GHG) mitigation measures identified through the City’s update of its Climate Action Plan (CAP) that relate to building design into the Objective Residential and Mixed-Use Design Standards, as requested by the RFP. Following the completion of the Administrative Draft Objective Residential and Mixed-Use Standards and receipt of the single set of consolidated City comments, RRM will produce a Screencheck Draft document. At this point, all the City’s comments will have been integrated, and this draft will provide an additional internal review opportunity before the development of the Public Review Draft. This task includes a Public Review Draft. Deliverables: • RRM will provide a PDF of each draft document (Administrative, Screencheck, and Public Review). We ask that staff consolidate all comments into one redlined version of each draft for RRM’s use to make revisions TASK 4: ENVIRONMENTAL REVIEW The Residential and Mixed-Use Design Standards may be considered a project under the California Environmental Quality Act (CEQA) and will require appropriate environmental compliance documentation. Relying on available documentation and resources, RRM’s planning team will prepare an Initial Study (IS) by completing the CEQA checklist to determine whether there are any potentially significant environmental impacts that may result from the proposed Standards. Depending on the outcome of the IS process, a determination will be made as to the appropriate type of environmental document that would need to be filed. Depending on the specific characteristics of the yet-to-be- developed Standards, potential CEQA strategies include a Negative Declaration, reliance on previous documentation (such as the Cupertino General Plan EIR) or use of a Categorical Exemption. New technical studies are not included in this task. In the event potentially significant impacts are identified, the scope and budget for this task would need to be revisited. Posting of environmental notices and payment of any related fees are assumed to be the responsibility of the City. Deliverables: • RRM will evaluate the project for CEQA compliance and prepare corresponding documentation including an Initial Study/Negative Declaration, technical memorandum for reliance on previous environmental documentation, or Categorical Exemption with brief supporting analysis. TASK 5: PUBLIC REVIEW AND ADOPTION In the concluding phase of the project, RRM will coordinate with City staff to prepare for and attend required public hearings to adopt the proposed Residential and Mixed-Use Design Standards. In addition, this phase identifies tasks involving coordination throughout the preparation of the document and process of the project. PUBLIC HEARINGS AND FINAL DRAFT RRM will prepare for and attend a Design Review Committee, Planning Commission, and City Council hearing each to present the Public Hearing Draft document. Errata sheets may be used to discuss preferred changes identified from the public review period, Design Review Committee, Planning Commission, and City Council. This assumes the City will be responsible for public notification. RRM will provide an updated and final document based on final approval. PROJECT MANAGEMENT/COORDINATION This task includes necessary coordination between RRM and City staff throughout the process. This will include video interface meetings with City staff including the legal counsel to ensure that the City’s desired objectives and Cupertino’s unique concerns are addressed, information teleconferences, correspondence, status updates, record keeping, project coordination, electronic file management, and all other coordination during the project. Deliverables: • Prepare for and attend up to three (3) public hearings to assist staff in presenting the standards. • Finalize the document(s) and produce one (1) reproducible copy and one (1) electronic format • Ongoing project coordination and management. Assumes approximately twelve (12) hours per month for sixteen (16) months WORK PROGRAM ASSUMPTIONS • Meeting Notices. The City is responsible for printing and distribution of physical meeting notices when needed. If requested, the costs of providing printing and/or distribution of meeting notices would be on a time and materials basis. • Meeting Attendance. The project budget includes attendance at public meetings identified in the work program above. The costs of additional meeting attendance would be on a time and materials basis if requested. Estimated fee for additional meetings may vary based on necessary attendees, length of meeting time, and preparation. A typical 1-hour meeting will likely include RRM’s Principal-in-charge, Project Manager, and Architect for $1,500. All meetings are assumed and have been budgeted to be conducted using a virtual format for the foreseeable future due to COVID-19 conditions. • Draft Documents. A draft of each document will be provided to staff and revised based on a single set of consolidated comments providing clear direction. • Printing. This budget assumes the City will be responsible for printing and distributing documents. • Environmental Review. The scope of work relies on existing available documentation. Technical studies are not assumed as part of the scope of work. Any related notices and posting fees are assumed to be provided by the City. Revised: April 30, 2020 – Services Agreements 1 Exhibit A-A – SHELTER IN PLACE AND SOCIAL DISTANCING REQUIREMENTS A. Health Laws Acknowledged. It is acknowledged that Consultant’s/Contractor’s (“Contractor”) duty to comply with Laws, as defined in Section 13 of the Contract/Agreement (“Contract”), includes immediate compliance by Contractor and its subcontractors with the restrictions on travel and the Social Distancing Requirements set forth in the most recent health order issued by the County of Santa Clara Health Department in response to the COVID-19 pandemic, and any subsequent amendments or superseding orders thereto (the “Health Order”), and any other local, state, or federal laws that have been or may be enacted in response to the COVID-19 pandemic (collectively, “Health Laws”). B. Health Order Compliance. Contractor shall comply with any restrictions on travel and social distancing requirements in the Health Order when preforming work under this Contract. If a scope of work item, notice to proceed, or work order under this Contract specifies work that cannot be performed in compliance with the Health Order or other Health Laws, Contractor shall refrain from conducting the work and immediately inform the City. C. Individuals at High Risk of Severe Illness. Nothing in this Contract shall be interpreted to require any person at high risk of severe illness from COVID-19 to leave their residence to perform work under the Contract. Contractor will inform the City if other arrangements for the work must be made, and City will do so, with no penalty to Contractor, although Contractor will not be compensated for work performed by the City or third parties. Information from the Center for Disease Control (“CDC”) on “high risk” categories is available at the CDC's website at: https://www.cdc.gov/coronavirus/2019-ncov/specific-groups/people-at-higher-risk.html. D. Health Order Requirements and Best Practices. Contractor will immediately undertake all appropriate measures to ensure compliance with the Social Distancing Requirements in the Health Order by all individuals performing work under this Contract, including Contractor's or any subcontractor's workers, employees, representatives, vendors, or suppliers (collectively, "workers"), and shall maintain these measures for as long as required by the Health Order or other Health Laws. As long as required by the operative Health Order or other Health Laws, these measures shall include, but are not limited to, the following: 1. Meetings/Site Access. Use electronic alternatives to in person meetings, e.g., conference calls, video-conferencing, etc., to the greatest extent possible. Limit access to any project site or any work area to workers who are necessary to perform in-person work. Require non-essential personnel to work from home to the extent possible. Avoid all non-essential travel. 2. Distancing. Where workers perform in-person work at a project site or a work area, prohibit workers from being less than six feet apart, unless and only to the extent that would compromise worker safety or violate safety Laws for specific operations. Prohibit handshaking or any physical contact among workers, with the sole and limited exception Revised: April 30, 2020 – Services Agreements 2 of any physical contact required for worker safety or to comply with safety Laws. Prohibit workers from sharing a vehicle. E. Changed Requirements. It is understood and acknowledged that circumstances pertaining to the COVID-19 pandemic are evolving rapidly and that new local, state, or federal requirements may modify the requirements under this Exhibit. Contractor agrees to work cooperatively with the City to implement new or changed requirements as quickly as possible. F. Subcontracts. Contractor shall include the terms of this Exhibit in all subcontracts and require any agents, subcontractors, or subconsultants to comply with its provisions. 1229192.7 RR M JAMI WILLIAMS RR M MATT OTTOSON RR M SCOTT MARTIN RR M BRADY WOODS RR M DIANE BATHGATE RR M GINA CHAVEZ RR M 225 $ per hour 140 $ per hour 210 $ per hour 160 $ per hour*215 $ per hour 170 $ per hour 110 $ per hour TASK 1: INVENTORY AND ANALYSIS FEE TYPE Kickoff Meeting and Field Trip T&M/NTE 6,870$ 8 $1,800 8 $1,120 6 $1,260 6 $960 6 $1,290 0 $0 4 $440 Data Gathering/Document Research T&M/NTE 7,300$ 4 $900 12 $1,680 0 $0 24 $3,840 0 $0 0 $0 8 $880 Existing Policy Analysis and Summary Memo T&M/NTE 8,700$ 4 $900 4 $560 4 $840 40 $6,400 0 $0 0 $0 0 $0 TASK 1: INVENTORY AND ANALYSIS VALUE:22,870$ TASK 2: PUBLIC OUTREACH FEE TYPE Project Materials 10,680$ 4 $900 9 $1,260 0 $0 12 $1,920 0 $0 0 $0 60 $6,600 Stakeholder interviews 13,100$ 20 $4,500 16 $2,240 16 $3,360 16 $2,560 0 $0 0 $0 4 $440 Planning Commission and City Council Study Sessions 10,760$ 24 $5,400 20 $2,800 8 $1,680 0 $0 0 $0 0 $0 8 $880 Community Open House 8,040$ 12 $2,700 12 $1,680 2 $420 12 $1,920 0 $0 0 $0 12 $1,320 TASK 2: PUBLIC OUTREACH VALUE:42,580$ TASK 3: OBJECTIVE DESIGN STANDARDS FEE TYPE Objective Design Standards (3 Drafts)T&M/NTE 82,580$ 60 $13,500 96 $13,440 80 $16,800 120 $19,200 0 $0 12 $2,040 160 $17,600 TASK 3: OBJECTIVE DESIGN STANDARDS VALUE:82,580$ TASK 4: ENVIRONMENTAL REVIEW FEE TYPE Environmental Review T&M/NTE 10,030$ 2 $450 4 $560 2 $420 0 $0 40 $8,600 0 $0 0 $0 TASK 4: ENVIRONMENTAL REVIEW VALUE:10,030$ TASK 5: PUBLIC REVIEW AND ADOPTION FEE TYPE Public Hearings and Final Draft T&M/NTE 14,490$ 6 $1,350 30 $4,200 30 $6,300 0 $0 0 $0 0 $0 24 $2,640 Project Management/Coordination T&M/NTE 32,320$ 64 $14,400 128 $17,920 0 $0 0 $0 0 $0 0 $0 0 $0 TASK 5: PUBLIC REVIEW AND ADOPTION VALUE:46,810$ Subtotal 204,870$ Reimbursable Expenses 1,400$ 10% Contingency 20,487$ 226,757$ Landscape Architect Production Staff Additional Work Please note that the tasks to be performed by the RRM team are limited to those outlined within the scope of work. Any additional services requested may be provided for an additional fee. Fee Footnote Estimated fees for tasks shown as “Time and Materials - Not to Exceed" (T&M/NTE) are provided for informational purposes only. Amounts billed for these tasks, which will reflect actual hours, will not be exceeded without prior approval by the client. Adjustment to Hourly Billing Rates RRM reserves the right to adjust hourly rates on an annual basis. Project Total OBJECTIVE DEVELOPMENT STANDARDS FEE ESTIMATE March 18, 2021 Principal-in-Charge + Outreach Specialist Project Manager + Housing Policy Analyst Residential/Mixed-Use Architect Principal Planner Public Policy and Process/Environmental PlannerExhibits B & C Exh. D-Insurance Requirements for Design Professionals & Consultants Contracts 1 Form Updated Sept. 2019 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) 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 10 (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 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. 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: EXHIBIT D Insurance Requirements Design Professionals & Consultants Contracts Exh. D-Insurance Requirements for Design Professionals & Consultants Contracts 2 Form Updated Sept. 2019 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 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 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. 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. 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, or better. Verification of Coverage 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 during the 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. 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. 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 6/26/2020 Dealey,Renton &Associates 790 E.Colorado Blvd,#460 Pasadena CA 91101 Marie Swaney mswaney@dealeyrenton.com License#:0020739 Evanston Insurance Company 35378 RRMDESI-02 Sentinel Insurance Company 11000RRMDesignGroup 3765 S.Higuera St.,Suite 102 San Luis Obispo,CA 93401 805 543-1794 Trumbull Insurance Company 27120 HARTFORD INSURANCE COMPANY 38288 1329664276 B X 1,000,000 X 1,000,000 X Contractual Liab 10,000 X XCU Included 1,000,000 2,000,000 X Y Y 84 SBW BG6537 6/30/2020 6/30/2021 2,000,000 C 1,000,000 X X X Y Y 84UEGAC1692 6/30/2020 6/30/2021 B X X 5,000,000Y84SBWBG65376/30/2020Y 6/30/2021 5,000,000 X 0 D X N Y 84WEGAG7CTV 6/30/2020 6/30/2021 1,000,000 1,000,000 1,000,000 A Professional Liability MKLV7PL0004245 6/30/2020 6/30/2021 Per Claim Annual Aggregate $2,000,000 $4,000,000 Umbrella policy is a follow-form to its underlying Policies:General Liability/Auto Liability/Employers Liability.AM Best's Rating of Policies above:A/XV or greater. RE:Cupertino Consulting Architectural Review Services,#1832-00-UR19 -- The City of Cupertino,its City Council,officers,officials,employees,agents,servants and volunteers are named as an additional insured as respects general & auto liability as required per written contract or agreement.General Liability is Primary/Non-Contributory per policy form wording.Insurance coverage includes waiver of subrogation per the attached endorsement(s).Professional Liability policy has a deductible which is:$75,000.PL RETRO Date:01/01/1974.SEE CANCELLATION SECTION of Certificate for 30 Day Notice.City of Cupertino,its City Council,officers,officials,employees,agents,servants and volunteers 30 Day Notice will be sent to holder City of Cupertino 10300 Torre Ave Cupertino CA 95014-3255 BUSINESS LIABILITY COVERAGE SS 00 08 04 05 POLICY NUMBER: <PNUM> ADDITIONAL COVERAGES BY WRITTEN CONTRACT, AGREEMENT OR PERMIT This is a summary of the coverage provided under the following form (complete form available): BUSINESS LIABILITY COVERAGE FORM SS 00 08 04 05 Additional Insured When Required by Written Contract, Written Agreement or Permit WHO IS AN INSURED under Section C.is amended to include as an additional insured, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In the performance of your ongoing operations; (b) In connection with your premises owned by or rented to you; or (c) In connection with "your work" and included within the "products completed operations hazard", but only if (i)The written contract or written agreement requires you to provide such coverage to such additional insured; and (ii)This Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products completed operations hazard". The person(s) or organization(s) are additional insureds when you have agreed, in a written contract, written agreement or because of a permit issued by a state or political subdivision, that such person or organization be added as an additional insured on your policy, provided the injury or damage occurs subsequent to the execution of the contract or agreement, or the issuance of the permit. A person or organization is an additional insured under the provision only for that period of time required by the contract, agreement or permit. With respect to the insurance afforded to the additional insured, this insurance does not apply to: "Bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or failure to render, any professional architectural, engineering or surveying services, including: (a) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specification: or (b) Supervisory, inspection, architectural or engineering activities. The limits of insurance that apply to additional insureds are described in Section D. Limits Of Insurance. How this insurance applies when other insurance is available to an additional insured is described in the Other Insurance Condition in Section E. Liability And Medical Expenses General Conditions. No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. Other Insurance If other valid and collectible insurance is available for a loss we cover under this Coverage Part, our obligations are limited as follows: When You Add Others As An Additional Insured To This Insurance: That is other insurance available to an additional insured. However, the following provisions apply to other insurance available to any person or organization who is an additional insured under this Coverage Part: (a) Primary Insurance When Required By Contract:This insurance is primary if you have agreed in a written contract, written agreement or permit that this insurance be primary. If other insurance is also primary, we will share with all that other insurance by the method described in c.below. (b) Primary And Non-Contributory To Other Insurance When Required By Contract:If you have agreed in a written contract, written agreement or permit that this insurance is primary and non-contributory with the additional insured's own insurance, this insurance is primary and we will not seek contribution from that other insurance. Rev 5.14 Page 1 of 2 SS 00 08 04 05 Rev 5.14 84 SBW BG6537 BUSINESS LIABILITY COVERAGE FORM Summary SS 00 08 04 05 Paragraphs (a)and (b)do not apply to other insurance to which the additional insured has been added as an additional insured. c. Method Of Sharing If all the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer’s share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. Waiver of Subrogation If you have waived any rights of recovery against any person or organization for all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, we also waive that right, provided you waived your rights of recovery against such person or organization in a contract, agreement or permit that was executed prior to the injury or damage Rev 5.14 Page 2 of 2Rev 5.14 Summary SS 00 08 04 05 ÝÑÓÓÛÎÝ×ßÔ ßËÌÑÓÑÞ×ÔÛ Øß çç ïê ðí ïî ÌØ×Í ÛÒÜÑÎÍÛÓÛÒÌ ÝØßÒÙÛÍ ÌØÛ ÐÑÔ×ÝÇò ÐÔÛßÍÛ ÎÛßÜ ×Ì ÝßÎÛÚËÔÔÇò w îðïïô ̸» Ø¿®¬º±®¼ øײ½´«¼»- ½±°§®·¹¸¬»¼ ³¿¬»®·¿´ Ú±®³ Øß çç ïê ðí ïî ±º ×ÍÑ Ð®±°»®¬·»-ô ײ½òô ©·¬¸ ·¬- °»®³·--·±²ò÷ п¹» ï ±º ë ÝÑÓÓÛÎÝ×ßÔ ßËÌÑÓÑÞ×ÔÛ ÞÎÑßÜ ÚÑÎÓ ÛÒÜÑÎÍÛÓÛÒÌ Ì¸·- »²¼±®-»³»²¬ ³±¼·º·»- ·²-«®¿²½» °®±ª·¼»¼ «²¼»® ¬¸» º±´´±©·²¹æ ÞËÍ×ÒÛÍÍ ßËÌÑ ÝÑÊÛÎßÙÛ ÚÑÎÓ Ì± ¬¸» »¨¬»²¬ ¬¸¿¬ ¬¸» °®±ª·-·±²- ±º ¬¸·- »²¼±®-»³»²¬ °®±ª·¼» ¾®±¿¼»® ¾»²»º·¬- ¬± ¬¸» þ·²-«®»¼þ ¬¸¿² ±¬¸»® °®±ª·-·±²- ±º ¬¸» ݱª»®¿¹» Ú±®³ô ¬¸» °®±ª·-·±²- ±º ¬¸·- »²¼±®-»³»²¬ ¿°°´§ò ïò ÞÎÑßÜ 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SCHEDULE Person or Organization Job Description Any person or organization from whom you are required by written contract or agreement to obtain this waiver of rights from us 84WEGAG7CTV 06/30/2020 RRM Design Group 3765 S.Higuera St.,Suite 102 San Luis Obispo,CA 93401 805 543-1794, 06/30/2021 Objective Development Standards Final Audit Report 2021-05-10 Created:2021-05-10 By:City of Cupertino (webmaster@cupertino.org) Status:Signed Transaction ID:CBJCHBCAABAAG8s0k5Ofkah0Xp_mV5CEDJNoAZNbfWVk "Objective Development Standards" History Document created by City of Cupertino (webmaster@cupertino.org) 2021-05-10 - 3:57:05 PM GMT- IP address: 35.229.54.2 Document emailed to Araceli Alejandre (aracelia@cupertino.org) for approval 2021-05-10 - 3:59:18 PM GMT Document approved by Araceli Alejandre (aracelia@cupertino.org) Approval Date: 2021-05-10 - 4:46:50 PM GMT - Time Source: server- IP address: 73.170.27.253 Document emailed to jami williams (jawilliams@rrmdesign.com) for signature 2021-05-10 - 4:46:52 PM GMT Email viewed by jami williams (jawilliams@rrmdesign.com) 2021-05-10 - 6:05:56 PM GMT- IP address: 174.195.142.90 Document e-signed by jami williams (jawilliams@rrmdesign.com) Signature Date: 2021-05-10 - 6:07:03 PM GMT - Time Source: server- IP address: 174.195.142.90 Document emailed to Heather M. 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