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Public Sector Personnel Consultants Inc - FY2022-010 CONTRACT SERVICES AGREEMENT By and Between CITY OF RANCHO PALOS VERDES and PUBLIC SECTOR PERSONNEL CONSULTANTS,INC. 01203 0004/736917 1 1 A-1 1 AGREEMENT FOR CONTRACT SERVICES BETWEEN THE CITY OF RANCHO PALOS VERDES AND PUBLIC SECTOR PERSONNEL CONSULTANTS,INC. THIS AGREEMENT FOR CONTRACT SERVICES (herein "Agreement") is made and entered into on September 7, 2021, by and between the CITY OF RANCHO PALOS VERDES, a California municipal corporation ("City") and PUBLIC SECTOR PERSONNEL CONSULTANTS, INC , an Arizona corporation ("Consultant") City and Consultant may be referred to, individually or collectively, as "Party"or"Parties " RECITALS A City has sought, by issuance of a Request for Proposals, the performance of the services defined and descnbed particularly in Article 1 of this Agreement B Consultant, following submission of a proposal for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services C Pursuant to the City of Rancho Palos Verdes Municipal Code, City has authority to enter into and execute this Agreement D The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein OPERATIVE PROVISIONS NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged,the parties agree as follows ARTICLE 1. SERVICES OF CONSULTANT 1 1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the "Scope of Services", as stated in the Proposal, attached hereto as Exhibit "A" and incorporated herein by this reference, which may be referred to herein as the "services" or "work" hereunder As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services descnbed herein Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all matenals will be both of good quality as well as fit for the purpose 01203 0004/736917 1 A-2 intended For purposes of this Agreement, the phrase "highest professional standards"shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances 1.2 Consultant's Proposal. The Scope of Service shall include the Consultant's Proposal which shall be incorporated herein by this reference as though fully set forth herein In the event of any inconsistency between the terms of such Proposal and this Agreement, the terms of this Agreement shall govern 1.3 Compliance with Law. Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having,jurisdiction in effect at the time service is rendered 1.4 California Labor Law If the Scope of Services includes any "public work" or "maintenance work," as those terms are defined in California Labor Code section 1720 et seq and California Code of Regulations, Title 8, Section 16000 et seq , and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq and 1810 et seq , and all other applicable laws, including the following requirements (a) Public Work The Parties acknowledge that some or all of the work to be performed under this Agreement is a "public work" as defined in Labor Code Section 1720 and that this Agreement is therefore subject to the requirements of Division 2, Part 7, Chapter 1 (commencing with Section 1720)of the California Labor Code relating to public works contracts and the rules and regulations established by the Department of Industrial Relations ("DIR") implementing such statutes The work performed under this Agreement is subject to compliance monitoring and enforcement by the DIR Consultant shall post job site notices, as prescribed by regulation (b) Prevailing Wages Consultant shall pay prevailing wages to the extent required by Labor Code Section 1771 Pursuant to Labor Code Section 1773 2, copies of the prevailing rate of per diem wages are on file at City Hall and will be made available to any interested party on request By initiating any work under this Agreement, Consultant acknowledges receipt of a copy of the Department of Industrial Relations (DIR)determination of the prevailing rate of per diem wages, and Consultant shall post a copy of the same at each job site where work is performed under this Agreement (c) Penalty for Failure to Pay Prevailing Wages Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages The 01203 0004/736917 1 2 A-3 Consultant shall, as a penalty to the City, forfeit $200 (two hundred dollars) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subcontractor (d) Payroll Records Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subconsultant to keep accurate payroll records and verify such records in wnting under penalty of perjury, as specified in Section 1776, certify and make such payroll records available for inspection as provided by Section 1776, and inform the City of the location of the records (e) Apprentices Consultant shall comply with and be bound by the provisions of Labor Code Sections 1777 5, 1777 6, and 1777 7 and California Code of Regulations Title 8, Section 200 et seq concerning the employment of apprentices on public works projects Consultant shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations Prior to commencing work under this Agreement, Consultant shall provide City with a copy of the information submitted to any applicable apprenticeship program Within 60(sixty) days after concluding work pursuant to this Agreement, Consultant and each of its subconsultants shall submit to the City a verified statement of the journeyman and apprentice hours performed under this Agreement (f) Eight-Hour Work Day Consultant acknowledges that 8 (eight) hours labor constitutes a legal day's work Consultant shall comply with and be bound by Labor Code Section 1810 (g) Penalties for Excess Hours Consultant shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours The Consultant shall, as a penalty to the City, forfeit $25 (twenty five dollars) for each worker employed m the performance of this Agreement by the Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than 8 (eight) hours in any one calendar day and 40 (forty) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code Pursuant to Labor Code section 1815, work performed by employees of Consultant in excess of 8 (eight) hours per day, and 40 (forty) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than 11/2 (one and one half)times the basic rate of pay (h) Workers' Compensation California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees In accordance with the provisions of California Labor Code Section 1861, Consultant certifies as follows "I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract " 01203 0004/736917 1 3 A-4 comply with such piov►sunts betotc eonunencing the petfonnancc of the work of this conti act ' Consultant's Autholi cd Initials 41 (II Consultant's Responsibility lot Subcontiactots for every subcontractor who will pealotin work under this Agreement, Consultant shall be responsible for such subconttactot's compliance with Division 2 Part 7, Chapter I (commencing with Section 1720) of the C alifrnnia l abut Code and shall make such compliance a requitement in any contract with any subconttactot tot work under this Agrcuncnt Consultant shall be icquucd to take all actions necessary to enforce such contractual Imo%istons and encune subcontractor's compliance, including without limitation, conducting a icciew of the certified payroll Iecords of the subcontractor on a periodic basis oi upon becoming aware of the tatlute of the suhemtiactoi to pay his oi her woikeis thc spccilicd picvailing rate of wages Consultant ,hall diligently take conectivc action to halt or rectify any such ratline by any subcontractor 1 5 Licenses, Pet nuts, Fees and Assessments Consultant shall obtain at its sole cost and expense such licenses permits and approvals is may he required by law lou the pet form ince of the sea ciees requited by this Agreement Consultant shall ha\c the sole obligation to pay for any tees assessments and taxes plus applicable penalties and unteicst which may be imposed by law and arise Flom or arc necessary for the Consultant s pertonmancc of thc services required by this Agieement, and shall indemnify defend and hold harmless City its officers employees or agents of City, against any such fee,, assessments taxes, penalties of interest levied, assessed Ot imposed against City hereunder 16 Familiarity with Wort. By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly Investigated and considued the scope of services to be pet fonncd, (u) has eatefully considered how the services should he peifonncd and (ni) fully understands the facilities difficulties and tesUutions attending pcttoimancc of the services under this Agit-einem It the set vices uivolve work upon any site Consultant wailants that Consultant has or will investigate the site and is or will he fully acquainted with the conditions thuc existing prior to commencement of services 'leiettndet Should the Consultant discover any latent or unknown condition, which will materially affect the pet tot in wee of the services heteundei, C onsullant shall immediately inform the City of suet' I id and shall not proceed except at Consultant s tisk until written instructions ale Icec►Ved (torn the Contract Oftrcet in the frim of a Change Older 1 7 Cat c of Work I he C lmsultant shall octopi reasonable methods cloiing the Ills, of the Agreement to funish continuous ptotceuon to the work and the equipment, marei►ats ptpcis documents plans studies andi01 uthu components the LOU to picvenI losses of damages and shall be responsible lot all such damages, to pusons of propeuy until acceptance of the woik by C icy e\ecpt such losses, of damcigcs as may he caused by C ity s ti n negliecnce n i I I 111In r, i n I ilk 4 A-5 1.8 Further Responsibilities of Parties Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement Unless hereafter specified, neither party shall be responsible for the service of the other 1 9 Additional Services City shall have the nght at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altenng, adding to or deducting from said work No such extra work may be undertaken unless a written Change Order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant Any increase in compensation of up to 15% of the Contract Sum, or, in the time to perform of up to 90 (ninety) days, may be approved by the Contract Officer through a written Change Order Any greater increases, taken either separately or cumulatively, must be approved by the City Council It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor City may in its sole and absolute discretion have similar work done by other Consultants No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed If in the performance of the contract scope, the Consultant becomes aware of material defects in the scope, duration or span of the contract or the Consultant becomes aware of extenuating circumstance that will or could prevent the completion of the contract, on time or on budget, the Consultant shall inform the Contracting Officer of an anticipated Change Order This proposed change order will stipulate, the facts surrounding the issue, proposed solutions, proposed costs and proposed schedule impacts 1.10 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the "Special Requirements" attached hereto as Exhibit "B" and incorporated herein by this reference In the event of a conflict between the provisions of Exhibit "B"and any other provisions of this Agreement, the provisions of Exhibit"B"shall govern 01203 0004/736917 1 5 A-6 ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT. 2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the "Schedule of Compensation" attached hereto as Exhibit "C" and incorporated herein by this reference The total compensation, including reimbursement for actual expenses, shall not exceed $45,000 (Forty-Five Thousand Dollars) (the "Contract Sum"), unless additional compensation is approved pursuant to Section 1 9 2 2 Method of Compensation The method of compensation may include (i) a lump sum payment upon completion, (ii) payment in accordance with specified tasks or the percentage of completion of the services, (iii) payment for time and materials based upon the Consultant's rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, and (b) the Contract Sum is not exceeded, or (iv) such other methods as may be specified in the Schedule of Compensation 2 3 Reimbursable Expenses. Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4 5, and only if specified in the Schedule of Compensation The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City Coordination of the performance of the work with City is a critical component of the services If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings 2.4 Invoices Each month Consultant shall furnish to City an original invoice, using the City template, or in a format acceptable to the City, for all work performed and expenses incurred during the preceding month in a form approved by City's Director of Finance By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement The invoice shall detail charges for all necessary and actual expenses by the following categories labor (by sub-category), travel, materials, equipment, supplies, and sub- contractor contracts Sub-contractor charges shall also be detailed by such categories Consultant shall not invoice City for any duplicate services performed by more than one person City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7 3, City will use its best efforts to cause Consultant to be paid within 45 (forty-five) days of receipt of Consultant's correct and undisputed invoice, however, Consultant acknowledges and agrees that due to City warrant run 01203 0004/736917 1 A-7 procedures, the City cannot guarantee that payment will occur within this time period In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law 2.5 Waiver. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant ARTICLE 3. PERFORMANCE SCHEDULE 3 1 Time of Essence Time is of the essence in the performance of this Agreement 3 2 Schedule of Performance. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time penod(s) established in the "Schedule of Performance" attached hereto as Exhibit "D" and incorporated herein by this reference When requested by the Consultant, extensions to the time penod(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer through a Change Order, but not exceeding 90(ninety)days cumulatively 3.3 Force Majeure. The time penod(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within 10 (ten) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified The Contract Officer's determination shall be final and conclusive upon the parties to this Agreement In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant's sole remedy being extension of the Agreement pursuant to this Section 3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) 01203 0004/736917 1 7 A-8 year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit "D") The City may, in its discretion, extend the Term by one additional one-year term ARTICLE 4 COORDINATION OF WORK 4.1 Representatives and Personnel of Consultant. The following principals of Consultant ("Principals") are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith Matthew Weatherly President (Name) (Title) Kathryn Tilzer Vice President (Name) (Title) Bob Longmire Senior Analyst (Name) (Title) It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City Additionally, Consultant shall utilize only the personnel included in the Proposal to perform services pursuant to this Agreement Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement Consultant shall notify City of any changes in Consultant's staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance City shall have the nght to approve or reject any proposed replacement personnel, which approval shall not be unreasonably withheld 4.2 Status of Consultant. Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City,whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City Consultant shall not at any time or in any manner represent that Consultant or any of Consultant's officers, employees, or agents are in any manner officials, officers, employees or agents of City Neither Consultant, nor any of Consultant's officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may 01203 0004/736917 I 8 A-9 otherwise accrue to City's employees Consultant expressly waives any claim Consultant may have to any such rights 4.3 Contract Officer. The Contract Officer shall be Julie DeZiel or such person as may be designated by the Deputy City Manager, Karma Bangles It shall be the Consultant's responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement 4.4 Independent Consultant. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein City shall have no voice in the selection, discharge, supervision or control of Consultant's employees, servants, representatives or agents, or in fixing their number, compensation or hours of service Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a Joint venturer or a member of any Joint enterprise with Consultant 4 5 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its pnncipals and employees were a substantial inducement for the City to enter into this Agreement Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City, all subcontractors included in the Proposal are deemed approved In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than 25% (twenty five percent) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City 01203 0004/736917 1 9 A-10 ARTICLE 5. INSURANCE AND INDEMNIFICATION 5.1 Insurance Coverages. Without limiting Consultant's indemnification of City, and pnor to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense dunng the term of this Agreement, policies of insurance of the type and amounts descnbed below and in a form satisfactory to City (a) General liability insurance Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage The policy must include contractual liability that has not been amended Any endorsement restncting standard ISO "insured contract" language will not be accepted (b) Automobile liability insurance Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covenng bodily injury and property damage for all activities of the Consultant ansing out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non- owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident (c) Professional liability (errors & omissions) insurance Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of$1,000,000 per claim and in the aggregate Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a penod no less than three(3)years after completion of the services required by this Agreement (d) Workers' compensation insurance Consultant shall maintain Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least$1,000,000) (e) Subcontractors Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor All coverages for subcontractors shall include all of the requirements stated herein (0 Additional Insurance Policies of such other insurance, as may be required in the Special Requirements in Exhibit"B" 5 2 General Insurance Requirements (a) Proof of insurance Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers' compensation Insurance certificates and endorsements must be 01203 0004/736917 1 10 A-11 approved by City's Risk Manager prior to commencement of performance Current certification of insurance shall be kept on file with City at all times during the term of this Agreement City reserves the right to require complete, certified copies of all required insurance policies, at any time (b) Duration of coverage Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may anse from or in connection with the performance of the Services hereunder by Consultant, its agents,representatives, employees or subconsultants (c) Pnmary/noncontributing Coverage provided by Consultant shall be pnmary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance 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 it as a named insured (d) City's rights of enforcement In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain and continuously maintain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments In the alternative, City may cancel this Agreement (e) Acceptable insurers All insurance policies shall be issued by an insurance company currently authonzed by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager (f) Waiver of subrogation All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants (g) Enforcement of contract provisions (non-estoppel) Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder (h) Requirements not limiting Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other 01203 0004/736917 1 1 1 A-12 requirements, or a waiver of any coverage normally provided by any insurance Specific reference to a given coverage feature is for purposes of clanfication only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City (i) Notice of cancellation Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a 30 (thirty) day notice of cancellation (except for nonpayment for which a 10 (ten) day notice is required) or nonrenewal of coverage for each required coverage (l) Additional insured status General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies This provision shall also apply to any excess/umbrella liability policies (k) Prohibition of undisclosed coverage limitations None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing (1) Separation of insureds A severability of interests provision must apply for all additional insureds ensuring that Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer's limits of liability The policy(ies) shall not contain any cross-liability exclusions (m) Pass through clause Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review (n) Agency's right to revise specifications The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant 90 (ninety) days advance wntten notice of such change If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant's compensation (o) Self-insured retentions Any self-insured retentions must be declared to and approved by City City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible Self-insurance will not be considered to comply with these specifications unless approved by City 01203 0004/736917 1 12 A-13 (p) Timely notice of claims Consultant shall give City prompt and timely notice of claims made or suits instituted that anse out of or result from Consultant's performance under this Agreement, and that involve or may involve coverage under any of the required liability policies (q) Additional insurance Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work 5 3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents ("Indemnified Parties") against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein "claims or liabilities") that may be asserted or claimed by any person, firm or entity ansing out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable ("indemnitors"), or ansing from Consultant's or indemnitors' reckless or willful misconduct, or ansing from Consultant's or Indemnitors' negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith (a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys' fees incurred in connection therewith, (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder, and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom, (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder,Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys' fees Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder The provisions of this Section do not apply to claims or liabilities occumng 01203 0004/736917 I 13 A-14 as a result of City's sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City's negligence, except that design professionals' indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement ARTICLE 6. RECORDS,REPORTS,AND RELEASE OF INFORMATION 6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the "books and records"), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services Any and all such documents shall be maintained in accordance with generally accepted accounting pnnciples and shall be complete and detailed The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcnpts from such records Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required In the event of dissolution of Consultant's business, custody of the books and records may be given to City, and access shall be provided by Consultant's successor in interest Notwithstanding the above, the Consultant shall fully cooperate with the City m providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act 6.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed 6 3 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other matenals (the "documents and materials") prepared by Consultant, its employees, subcontractors and agents m the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the 01203 0004/736917 1 14 A-15 Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full nghts of ownership use, reuse, or assignment of the documents and materials hereunder Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific wntten authorization by the Consultant will be at the City's sole risk and without liability to Consultant, and Consultant's guarantee and warranties shall not extend to such use, reuse or assignment Consultant may retain copies of such documents for its own use Consultant shall have the right to use the concepts embodied therein All subcontractors shall provide for assignment to City of any documents or matenals prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom Moreover, Consultant with respect to any documents and matenals that may qualify as "works made for hire" as defined in 17 U S C § 101, such documents and materials are hereby deemed"works made for hire"for the City 6.4 Confidentiality and Release of Information. (a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior wntten authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Consultant's conduct (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant However, this right to review any such response does not imply or mean the nght by City to control, direct, or rewrite said response 01203 0004/736917 l 15 A-16 ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION 7 1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action In the event of litigation in a U S Distnct Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California 7 2 Disputes; Default. In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default Instead, the City may give notice to Consultant of the default and the reasons for the default The notice shall include the timeframe in which Consultant may cure the default This timeframe is 15 (fifteen) days, but may be extended, though not reduced, if circumstances warrant Dunng the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article Any failure on the part of the City to give notice of the Consultant's default shall not be deemed to result in a waiver of the City's legal rights or any rights arising out of any provision of this Agreement 7 3 Retention of Funds. Consultant hereby authonzes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant's acts or omissions in performing or failing to perform Consultant's obligation under this Agreement In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein 7.4 Waiver. Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other 01203 0004/736917 1 16 A-17 provision or a waiver of any subsequent breach or violation of any provision of this Agreement Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such nght or remedy or be construed as a waiver Any waiver by either party of any default must be in wnting and shall not be a waiver of any other default concerning the same or any other provision of this Agreement 7.5 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the nghts and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party 7.6 Legal Action In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et seq and 910 et seq , in order to pursue a legal action under this Agreement 7.7 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause The City reserves the right to terminate this Contract at any time, with or without cause, upon 30 (thirty) days' wntten notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7 3 In the event of termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7 2 7.8 Termination for Default of Party. If termination is due to the failure of the other Party to fulfill its obligations under this Agreement (a) City may, after compliance with the provisions of Section 7 2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the 01203 00041736917 1 17 A-18 compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated (b) Consultant may, after compliance with the provisions of Section 7 2, terminate the Agreement upon written notice to the City's Contract Officer Consultant shall be entitled to payment for all work performed up to the date of termination 7 9 Attorneys' Fees. If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney's fees Attorney's fees shall include attorney's fees on any appeal, and in addition a party entitled to attorney's fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 8.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement 8 2 Conflict of Interest Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant's performance of services under this Agreement Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement 01203 0004/736917 1 18 A-19 8 3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual onentation, marital status, national origin, ancestry or other protected class in the performance of this Agreement Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class 8 4 Unauthorized Aliens. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U S C § 1101 et seq , as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein Should Consultant so employ such unauthonzed aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City ARTICLE 9. MISCELLANEOUS PROVISIONS 9.1 Notices Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in wnting and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Rancho Palos Verdes, 30940 Hawthorne Blvd , Rancho Palos Verdes, California 90275 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement Either party may change its address by notifying the other party of the change of address in wnting Notice shall be deemed communicated at the time personally delivered or in seventy-two(72) hours from the time of mailing if mailed as provided in this Section 9.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply 9 3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an onginal, and such counterparts shall constitute one and the same instrument 01203 0004/736917 1 19 A-20 9 4 Integration, Amendment Iles Agreement including the attachments hullo is the, entire complete and exclusivt cxpiession of the undctstand►ng of the parties It is understood that their ate no oral agreements between the parties hcicto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, at angements agreements and undestandings if any, between the parties and none shall be used to interpret this Agreement No amendment to or modification of this Agreement shall be eand unless made in writing and apptovcd by the Consultant and by the City Council The parties agiee that this requitement to► mitten modifications cannot be walked and that any attempted waive shall he void 9 5 Se%erahiluty In the event that any one or mote of the phrases, sentences, clauses, paiagiaphs o► sections contained in this Agreement shall he declared invalid of unentoiceable by a ealid judgment 01 decree of a court of competent juiisdictum such invalidity or unentoreeability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, oi sections of this Agieemult which ate hereby declared as severable and shall be interpreted to cany out the intuit of the parties hereunder unless the invalid provision is so matenal that its invalidity deprives cthci patty of the basic benefit of then bat gam or icndeis this Agfeement meaningless 9 6 1Vat i anew & Repi esentation of Non-Collusion No official, officer, of employee of City has any financial inteicst, direct or indirect, m this Agreement, nor shall any official office', or employee of City participate in any decision 'elating to this Agfeement which may affect his/her financial tntetest or the financial interest of any corporation partnuship, or association in which (s)he is directly oi indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State oi municipal statute or regulation The determination of financial interest shall be consistent with State law and shall not include interests found to be ►emote ' or "nonrnteiests" pursuant to (jotcrnrnent Code Sections 1091 or 1091 5 Consultant warrants and represents that it has not paid or given, and will not pay or give to any third patty including but not limited to, any City official, officer, or employee any money consideration, or other thing of value as a iesult or consequence of obtaining or being awarded any agreement Consultant further warrants and represents that (s)herit has not engaged n any act(s), omission(s) or othet conduct oi collusion that would result in the payment of any money, consideiatron, or othu thing of value to any third party including, but not limited to any City official office, or employee as a result of eonscquencc of obtaining or being awarded any agreement Consultant is awaic of and understands that any such act(s), omission(s) or other conduct iesultmg in such payment of money, considetatioin of other thing of value will iendo this Agreement void and of no foice or effect Consultant's Authoi lied Initials WJ_Ns, ' 'h,Uunl ilii , A-21 9.7 Corporate Authority The persons executing this Agreement on behalf of the parties hereto warrant that(i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said party is bound This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties [SIGNATURES ON FOLLOWING PAGE] 01203 0004/7369I7 l 21 A-22 IN WITNESS WHEREOF the parties hereto have executed this Agreement on the date and year test-ahovt, written CITY CI"I Y Oh RANCHO PAl OS VERDES, a municipal corporation 49.0\w:A. Eiic Alegna, Mavoi ATTEST eresa Ta aoka, City Clerk APPROVED AS TO FORM ALESHIPE& WYNDER LLP W• William W W tier, City Attorney CONSULTANT ? �} LryM:5 C By t4C�—� u�� - Name Matthew Weatherly Title President --114 By l/w,l� lk ece'� l'i�lUt Name Tara Weatherly Title Secretary of the Board r- Address 2824 N Power Road 4113-486 Mesa, AZ 85215 Two corpoi ate offices signatures required when Consultant is a corporation with one signature icquired !rum each of the following groups I)Chairman of the Board, President or ani Vice President,and 2) Secretni 5,any Assistant Secretary Chief Financial Offices or any Assistant Treasui er CONSULT WT'S SIGNATURES SHALL BE DUI V NO I ARIGF D,AND APPROPRIA IEAI I ES I A 1 IONS SH‘LL BE INCLUDED AS MAY BE REQUIRED BY 1 HE BY LAWS,AR1 ICLES OF INCORPORA1 ION,OR OTHER RLI FS OR REGULAI IONS APPLICABLE fO CONSULIAN1'S BUSINESS EN1I I1' A-23 CALII'ORNIA AI L-PURPOSE ACkNOW1 LDGMEN 1 A notary public or other otli.0 completing this eeluhcatc verifies only the Identity of the individual who signed the document to which this ecititcatc i,attached and not the truthfulness accuracy or vsltdtt} of that document STA IF Of (Al IFORNI A COUN I lr OF I OS ANCIELFS Il ttifdi.et On o()g ?0_1 hefoie me t !- (3, >611_ personale tppe tied��i2[Ld{1Pr�(� , plowed to me on the basis of satisfactory evidence to he the pu,un( whose namcs(s) Nam subscribed to the within Insuumcnt and acknowledged to me th It hu/shethe cvtoited the,line in hie/her/their mg-honied Lap icity(ie:) and that by hls.lhcr/then srgnauitc(s) on the instrument the pet—sings) or the entity upon behalf of which the person(s)acted, eteetited,Ile lust'omen( I cel til) undo PFN \LT 1 OF PERIUR\ andel the Lacs of the Si ite ut Call forms that the fin cgi n a par igiaph r, ti tit arid correct — LORI Z FSS: Noiary Cubtic StGateIBofBY Prixora WI1 NESS my hated and oftiunl sc tl k�f� Meneope County Commission p 663o0 , "44;4:4' My Commission Expires Signature —("(,��1 � e May 20 2022 OP FIONAL 1 hough the date bclo\% is not requited by law it may prove valuable to persons Lel)mg on the document and could prevent haudulent reattachment of this form CAPACITY Cl AIMED BY SIGNFR DES(RIPE ION OF AT1ACII I) DOCIIMFN1 ❑ INDIVIDUAL 0 CORPORA IT OFFI( FR FITLF OR I YPL 01 DOC VMEN1 1 I I LC(S) (—� P\RTNER(S i ❑ LIMI FEE) ❑ Cr NI I\AL NUMBER OF I'A(,f S ❑ AITORNFY IN FACT ❑ [RUS I LE(S) ❑ 1,1 IARf IANic ONSLRVA I OR ❑ 01HFR ti)c ' - --- DA1 I Oh DOC UMENI SIGNER IS REPRESFNTING (NAN1I COF PERSON(S)OR Lf\rl I IY(T(LS)) 'I(,NER(S)t1I HER III\N NAiM! I)AI+OVE j I I , A-24 C ALIHORNI ALL-PURPOSE 4( KNOWLED(.MI'N A noldry public 01 othcl officer complctln g this Let plicate vu[his only the identity of the indl.ldu 11 .s ho.Ign.d the documuu to..IIic] this cuullc.tte is attached Ind not the nuthtulncss dcLailau ul . iliditv of that document IATEOFC \I IIORNIA COON 11,' OI I OS AiNC.L LLS e l/104 On '(1 G_ 2021 bclvle nlc i)c.� pcisonall. appcucd _LLOCCett p1ovt.d to Inc on the basis 01 sduslacloly evidence to bk. the petson(s whose Ilanlcs(s) Is'ire subscribed to tIi ovtthnl nlstlunlcnt and .(cknnwlcdi.cd to toe that he/she thcs c\ccuted the same m hlsrhu'thut authollzed capacity too Ind that by hIs hcrhhcn sign,t to (s)on the IIusounlcnt the pct son(%) of the enter upon bchaff of\.Inch the pueon(s)acted etecutcd the insti moult I cei tits (nldci PENAL TY 01 I'LRJIIRV under the Ias\s n( the State of CaIito;ma th It the for..going pataiei iph is true and.of i ec.t LORI Z GIBBY 'c No ary Public State of Arizona 1b I 1 Nrs�IIIy hand Illd(IIIIUdI seal G \� Mancope County r,R�11 Commission tl 553110 /� My Commission Expires Slgninue � ` � I ,c/I-(' r May 20 2022 OPTIONAI Though the data bele.. Is not Ie..tuned by la.v n may plmit. .aluablc to pusons IeI\Intl on the document Ind could prevent haudulult icattdcllnlent of this folio CAPA( ITV CLAIME U 131 SIGNFR 1)FSC RIP1 ION OM 11 I ACIIFI) f)OCU1MF N I ❑ INL)IVIIMIAI CORPORAIEOFEICFR _ IIFl rOR1YPI OI I)OC11R11 NI 11T1 r(S) ❑ I'\I(INLR(S) ❑ I IbNIII I) ❑ (.FNFR \l NtiWHLR Of PAGES ❑ A11()RNLI `r IN 1-AC I ❑ I Rl IS I LL(Sl ❑ (.0\RnIAN ( ONSFR",\ I OR Oil IFR ., LI, \ DA I I Of DOL I IMI N I SIGNIR Iti RCPRFSFN I INC INAMI. O1 PI R•s(LN.�)OR EiNI I I YIIES)) SICrNrR(SI 011IL1( FIIAN i \i\IE 1)ABOY 1 ill ti,11111 r V ii A-25 EXHIBIT"A" SCOPE OF SERVICES I. Consultant shall provide the following consulting services and implementation support to conduct a comprehensive classification and compensation study for all full-time and part-time personnel.The compensation portion of the study shall provide the fully burdened cost including all forms of salary and bonuses, benefit costs including health insurance,life insurance, retirement, leave banks, and other miscellaneous employer paid benefits(the"Services"). The Services shall be provided as follows A Project Planning and Communication 1 Project planning and scheduling meeting with the City's Human Resources Staff, project designee(s)* 2 Policy input and project direction meeting and briefing with Council, Human Resources and designee(s)* 3 Project briefing presentation for all employees, Council, City officials, City's project leaders* 4 Management and employee communication, progress reports throughout all project phases 5 Assistance with development and communication with a committee of employee representatives B Classification Project Tasks 6 Occupational familiarization by review of City's current class specifications and compensation plans 7 Organizational familianzation by review of City organization charts, budgets, and annual reports 8 Job Analysis Questionnaire(JAQ)customized for gathenng City employee occupation data 9 Meetings to distribute and explain the JAQ and the project for all City officials and employees 10 Job interviews, desk audits/field observations with representatives of each class* 11 Recommended title modifications and reclassifications for consideration by department heads 12 Review of reporting relationships and span of control, review of organization charts 13 Review of position classification recommendations with City's project staff and respective departments 14 Facilitation of employee participation and feedback process on any proposed classification changes 15 Preparation of updated classification specifications for each included job classification C Compensation Survev(s)and Organizational Review 17 Identification of City occupations to utilize as survey benchmark job classifications 18 Solicitation of comparator employers and agencies for participation in external compensation surveys 19 Extraction of data from public employer compensation plans,questionnaires, reliable published surveys 20 Collection of total compensation and benefits data for companson to current practices 21 Consolidation of data from all sources and calculation of prevailing rates for benchmark jobs 22 Computation of extent City's compensation offerings vary from external prevailing rates and practices 23 Review of competitiveness analysis with Human Resources, City Officials and City's project 0I 203 0004/736917 1 A-1 A-26 designees 24 Collection of staffing per function or staffing per capita data from survey comparators, for review D Compensation Plan Development 25 Construction of optional salary range structures for review and selection by City's project leaders 26 Assignment of job classes to salary ranges by internal equity and external competitiveness 27 Assistance with City Council identification of desired, affordable salary competitiveness policy 28 Fiscal impact estimates at vanous levels of external prevailing rates competitiveness policies 29 Review and critique of draft salary and implementation plans with Human Resources, project leaders E Communication of Results and Implementation Strategies 30 Preparation and presentation of final project reports for the City Council, staff, and City Officials 31 Development of a plan for the implementation of City's updated classification and compensation plan 32 Uploading of EZ COMP"' program files on a Human Resources Department computer, staff training 33 Development and provision of process for ongoing plan maintenance and subsequent plan updates 34 Assistance with communicating the City's updated plans for all City officials and employees * virtual and in person options pending COVID-19 restrictions II Consultant shall complete the Services through the following overall work plan and approach. A OBJECTIVES OF THE PROJECT The recommended plans, programs, systems and administrative procedures will meet these ten most important cnteria - Internally equitable - Financially responsible - Externally competitive - Efficiently administered - Readily understood - Inclusive of employee input - Easily updated&maintained - Reflective of City's values - Legally compliant&defensible - Reflective of prevailing"best practices" B SCOPE OF THE PROJECT The project includes a management and employee communication plan, partnership with the City's Human Resources staff, City Manager, Council, and project designee(s), occupational, organizational, and operational familianzation, Job Analysis Questionnaire (JAQ) and job analysis for all classifications, worksite job information interviews, position classification and job title recommendations for all employees and classifications, FLSA designations, updated classification specifications, EZ COMP"', internal equity and external competitiveness evaluation, total compensation survey and competitiveness analysis, salary range recommendations, fiscal impact estimates and multiple implementation scenarios, updated 01203 0004/736917 I A-2 A-27 classification and compensation plan and classification and compensation plan implementation support for all included employees in all job classifications C PROJECT METHODOLOGY 1 Quality Assurance To ensure a high-quality project, Consultant has built in several layers of procedural and statistical controls, in addition to those already in EZ COMP"' Internally, Consultant follows a prescribed senes of steps in each project phase, which are reviewed by its Project Director Consultant requests that the Human Resources and City's Project Manager(s) review its work to minimize the chance of errors and to ensure that it reflects the City's organizational values 2 Project Planning Meetings and Communication Plan Development Consultant will consult with the Human Resources Team and City Officials or representatives on a communication strategy, plan, and materials, beginning pnor to the project and extending to the post project information meetings Consultant plans to conduct group pre- project meetings for all City officials and employees where it will discuss the project's scope, answer questions,and distribute and explain the Job Analysis Questionnaire D POSITION CLASSIFICATION ANALYSIS 1 Review of Essential Tasks-Job Analysis Questionnaire Consultant will review and analyze the current essential tasks, duties and responsibilities, and minimum qualifications of each included position through the Position Analysis Questionnaire (JAQ) to be completed by each employee (or group of employees with identical jobs) in print or electronic format If the information on the JAQ does not clearly delineate the position's scope of responsibilities, Consultant may return the JAQ to the position's incumbent for additional information,or focus on the data gap during a worksite job information interview 2 Employee Worksite Job Information Interviews Consultant will conduct a worksite job information interview with a representative incumbent of every requested job classification or for those it proposes to change The purpose of these interviews is to venfy the data on the JAQ, obtain additional insight into the scope and complexity of the job duties, observe technical processes and working conditions, and to provide employees with an additional method of participation in the project This process also ensures that Consultant makes all internal and external comparisons on the basis of actual job content and not merely job title 3 FLSA Status Determination Consultant will review the essential tasks and minimum qualifications of each of the City's job 01203 0004/736917 I A-3 A-28 classifications and subject them to the Fair Labor Standards Act tests to determine their exempt or non-exempt status 4 Position Classification Each of the City's positions will be analyzed and evaluated to determine their pnmary characteristics, including Is there a current City occupational job group comprised of job classes with essential functions similar to the subject position, if so To which of the group's job classes, and at what level, are the subject position's essential functions similar to the subject position,and if so Are they sufficiently comparable (+/- 20% guideline) to be allocated to that job class, utilize the same job title, require the same minimum qualifications, and be assigned to the same salary range If the City does not currently have a sufficiently comparable job class,what should be the subject position's occupational job class and title,and What should the recommended occupational classification action be, No Change(N), Title Change(T), Merge With Other Job Class(M), New Job Class(J) Consultant may find that a job class is overly broad and encompasses several job activities which are regarded with significant salary difference in the marketplace In such an instance, Consultant will recommend "splitting"the job class into the current job class and a new job class which encompasses the different job activities 5 Updated Classification Specifications Consultant can prepare an updated class specification in the City's standard or other selected format for each occupational job class Focus will be on the Essential Functions and Minimum Qualifications The specifications or descnptions may include (not limited to) the following the following components Job Title-Definition Education,Training and Physical Requirements Distinguishing Charactenstics Expenence Licenses and Non-Essential Functions Essential Functions Desired Certifications FLSA Exempt/Non- Mental Requirements Knowledge and Skills Exempt Status Supervision Working Conditions Exercise/Received 6 Draft Classification Plan Review with Human Resources and Department Heads Consultant will conduct a review of its initial position classification recommendations and draft job descnptions with the City's Project Team and respective department heads to identify possible errors, obtain feedback,and solicit suggestions for clarification 01203 0004/736917 1 A-4 A-29 E COMPENSATION SURVEY AND ANALYSIS 1 City Involvement in Compensation Plan Development Consultant will obtain policy direction from the City Council, Human Resources staff, and/or City Officials on the following key components of the salary plan development process - Comparator Employer Selection - Job Evaluation Method-Salary Plan Linkage - Benchmark Job Class Selection - Draft Compensation Plan Review/Critique - Compensation Competitiveness Policy - Total Compensation Points for Analysis - Salary Structure Selection - Project Implementation Plan 2 Comprehensive Compensation Survey(including review of market comparators) Consultant does not subscnbe to or recommend the use of databases or data warehouses used or hosted by other firms' Consultant will collect the complete pay plans from each of the City's comparators and build a custom survey database to ensure accuracy and completeness, unique to the City's job classifications a Data Collection Protocol will be developed in consultation with the City's project leaders to determine which salary data elements to include, such as Base Salary Information - Salary grade/step or open range salary plan structure - Salary range structure Minimum, Midpoint,and Maximum - Method of salary administration-longevity, performance, or skill Additional Compensation Information(to be finalized with Staff) - City-supported benefits such as health insurance, pension contributions - Supplemental pay items for special qualifications/certifications - Individual or group incentive plans, bonus,awards, stipends - Any additional add-pay or benefits items at City's discretion b Benchmark Job Selection will be made by identifying City job classes common to its employment-competitive public and pnvate employers in the immediate area and throughout the region or State,clearly identifiable, and representative of standard occupational job groups c Comparator Employers Identification will focus on full service cities in Orange County over 100,000 resident population and/or similarly situated beach cities d Compensation Data Collection will be made by one or more of the following methods - Pre-survey contact with the selected comparator employers to solicit participation in the City's compensation survey(s) - Extraction from the pay plans of designated public employers - Customized salary and total compensation and benefits survey requests for local governments and other public employers, distnbuted by mail,fax, and e-mail - As desired, additional data extraction from established salary surveys and commercial survey sources such as Watson Wyatt, ERI, etc e Data Quality Control includes editing data for accuracy and proper matching to the City's survey benchmark jobs, and phone/fax/E-mail follow-ups for data clanfication and to obtain 01203 0004/736917 1 A-5 A-30 comparators' benchmark job descnptions 3 Prevailing Rates Calculation Consultant will consolidate the compensation data from all sources,enter the information into the EZ COMP"' program, and compute the prevailing rates, inclusive of cost of living differentials, as the statistical mean of the survey data for each benchmark job class Data will be projected forward from the date of collection to a common date relating to the City's salary plan year by the annual Prevailing Rate Increase Factor(PRI)applicable at that time 4 Compensation Competitiveness Companson Consultant will provide the City with charts comparing its current salary structures to those of the selected public and private comparator employers Consultant will calculate the extent that the City's offenngs vary from the prevailing rates and practices of other relevant employers F COMPENSATION PLAN DEVELOPMENT 1 Compensation Competitiveness Policy Consultant will assist the City to select a compensation competitiveness policy which best fits its compensation strategy and financial resources, by providing fiscal impact estimates at various percentage relationships to the prevailing rates 2 Salary Plan Structure Development Consultant will review the City's current wage plans and 1) utilize the City's current wage plan structures to identify internally equitable and externally competitive salary ranges for each City job class or 2) prepare alternative salary range structures and schedules for the City to select the best fit for its competitiveness strategy,with these optional cntena - Method of administration, i e measured job performance, longevity,or skill - Width of the salary ranges, grades or broad bands,from Minimum to Maximum - Varying salary range widths for FLSA non-exempt positions - Open salary ranges for pay-for-performance or vanable compensation plan - If steps within the salary ranges, number of steps, percentage separation - Number of salary ranges, grades, or broad bands in the salary schedule - Percentage of separation between salary ranges, grades or broad bands - Recognition for longevity, unique assignments,and special skill requirements - Remuneration for required special licenses, certifications and registrations - Linkage of performance evaluations to performance increase opportunities 3 Salary Range Assignment Development Consultant will assign each job classification to a salary range in the City's current or selected new salary structure on the basis of a combination of factors, including - the prevailing rates for the benchmark job classes - its current relationship to similar or occupationally related job classes - the 15%guideline for salary range separation between sequential job classes - the 25%guideline for salary separation of a department head job class 01203 0004/736917 1 A-6 A-31 4 Implementation Plan Development Consultant will consult with the Human Resources and Project Team on a plan for transition to the recommended plan, including a timetable for the principal activities, employee communication, impact on budget processes, and estimates of required financial resources Consultant will provide the City with charts comparing its current salary structures to those of the selected public and private comparator employers Consultant will calculate the extent that the City's offenngs vary from the prevailing rates and practices of other relevant employers G ENSURING THE CITY'S SELF-SUFFICIENCY The City will be self-sufficient in all aspects of maintenance of the updated position classification and compensation plan through these services 1 Procedure Manuals -PSPC Position Classification Procedure Guide -PSPC Salary Administration Procedure Guide -City of Rancho Palos Verdes EZ COMPTM Procedure Guide 2 Training Workshop—for City staff in position classification,job evaluation, compensation surveys, and compensation plan design and administration 3 Electronic Class Specification Library—Consultant can provide the City with all updated classification specifications in hard copy and electronic library format for internal maintenance 4 EZ COMPTM—program and project files on one of the City's computers, a customer user's manual, and system training for key City and Human Resources staff 5 Initial Year's Implementation Warranty Support—Consultant will analyze,evaluate, classify, and provide a salary range recommendation for any new or changed position or entire job classification,at no cost to the City for one year H EXTENSIVE EMPLOYEE INCLUSION AND COMMUNICATION Very important factors for successful implementation of new or updated classification and compensation plans are 1)extensive employee inclusion, and 2)extensive employee communication City officials and employees will participate in one or more of the following activities - Attending pre-project briefings and question and answer sessions - Completing a Position Analysis Questionnaire(JAQ)describing their position - Elaborating on their jobs in individual or group information interviews - Requesting a second review of their positions'occupational job classification - Receiving information pamphlet/booklet describing the updated salary plan 01203 0004/736917 1 A-7 A-32 I MINIMAL CITY SUPPORT REQUIRED Consultant is completely self-sufficient in projects of this nature and do not require any substantive staff support from the City other than payroll data,and arrangements for group and individual meetings and interviews Consultant appreciates, but does not require, any office space,telephone, clencal assistance, computers,or office equipment Consultant will provide all data entry, data processing, duplicating,and related report preparation functions J REPORTS AND PRESENTATIONS 1 Draft and Final Report Preparation Consultant will provide the City's project leader(s) with a draft of Consultant's report for review and critique, including the classification plan, compensation market data, salary companson tables, fiscal estimates, salary range listings, and implementation procedures Consultant will incorporate City's critique into the development of a final report summanzing the project's findings, recommendations, and detailed description of the City's updated position classification and compensation plans 2 Final Report Presentations Consultant will conduct a workshop or formal presentation of its final report and recommendations to the Human Resources staff, City Officials, and employees 3 EZ COMPT" Program Installation Consultant will install its EZ COMPT"' Program and project files on one of the Human Resources Department's computers and provide training to key staff in the maintenance and update of the classification and compensation plan 4 Implementation Warranty To ensure effective implementation of the new plan, Consultant will analyze, evaluate, and provide a salary range recommendation for any new or changed job class,at no cost to the City for one year III. All work product is subject to review and acceptance by the City,and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City. 01203 0004/736917 1 A-8 A-33 EXHIBIT"B" SPECIAL REQUIREMENTS (Superseding Contract Boilerplate) Added text indicated in bold italics,deleted text indicated in strikethceugh [INTENTIONALLY LEFT BLANK] 01203 0004/736917 I B_1 A-34 EXHIBIT"C" SCHEDULE OF COMPENSATION I. Consultant shall perform the following tasks at the following rates: Tasks Description Cost 1 Planning Meetings, Kick Off,Communication and JAQ Intro $2,000 2 Job Information Interviews/Desk Audits (50) $6,000 3 Position Classification,Job Titling Review $1,000 4 Updated Class Specifications(50) $4,000 5 Total Compensation Survey $25,000 6 Pay Plan Modeling, Implementation Options and Costing $2,000 7 Organizational and Staffing Review $3,000 8 Reporting and Presentations $2,000 TOTAL $45,000 II. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include: A Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate B Line items for all matenals and equipment properly charged to the Services C Line items for all other approved reimbursable expenses claimed, with supporting documentation D Line items for all approved subcontractor labor, supplies, equipment, matenals, and travel properly charged to the Services III. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2 1 of this Agreement. 01203 0004/736917 1 C-I A-35 EXHIBIT "D" SCHEDULE OF PERFORMANCE Consultant shall perform all Services timely in accordance with the following schedule, starting from the date of the Notice to Proceed. ESTIMATED PROJECT ELAPSED TIME CHART TASK NAME ELAPSED WEEKS' 1 4 8 12 16 20+ 1 PROJECT COMMUNICATION. - - QUALITY ASSURANCE. PROJECT STATUS REPORTS 2 REVIEW OF JAQS.INTERVIEWS',TITLING; - I * ORGANIZATIONAL DATA COLLECTION CLASSIFICATION RECOMMENDATIONS 3 POSITION CLASSIFICATIOWEVALUATION. ' * HR STAFF QUALITY ASSURANCE REVIEW; DRAFT REVIEW WITH HR,DEPTS 4 PREPARATION OF UPDATED CLASS ' SPECIFICATIONS AND REVIEWS WITH DEPARTMENTS,FINALIZATION COMPENSATION SURVEY,BENCHMARK 5. SELECTION.DATA COLLECTION. COMPARABILITY ASSURANCE REVIEW 6. PREVAILING RATES COMPUTATION. MARKET COMPETITIVENESS ANALYSIS. �J ; DRAFT COMPENSATION METHODOLOGY 1. SALARY RANGE ASSIGNMENTS ON BASIS OF INTERNAL EQUITY AND EXTERNAL �J COMPETITIVENESS 8. SALARY RANGE TABLES,FISCAL IMPACT ESTIMATES.REVIEW OF DRAFT PLANS I WITH CITY OFFICIALS.DESIGNEE(S) PREPARATION AND PRESENTATION OF 9 FINAL REPORT TO HR.COMMITTEES. EXECUTIVE TEAM,EMPLOYEES 10. EZ COMP•INSTALLATION.STAFF TRAINING ONE YEAR OF CLASSiCOMP iliMMEM11101 PLAN IMPLEMENTATION ASSISTANCE 'ogress reviews with the City II. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2. 01203.0004/736917.1 D-1 A-36