CA Office Approved Template (5-20-22)
SD #4885-8029-8282 v1
AGREEMENT FOR PROFESSIONAL SERVICES
South Environmental
Contract No. 24-PS-CD-813
This AGREEMENT is made and entered into as of the date of execution by the City of Coronado, a California South
Environmental, a California LLC,
contracting entity is a joint venture such entity is encompassed within the meaning of the term
RECITALS
The CITY requires the services of a CONSULTANT to provide professional historic research consulting services on an as-needed basis. These services generally consist of preparation of Determination of Historic Significance Reports, presentations to the Historic Resource commission and/or City Council meetings and providing historic preservation related services such as the evaluation of public projects such as evaluation of consistency with the Secretary of the dards, and similar work. The work to be performed by CONSULTANT shall be CONSULTANT represents itself as being a professional historic research consulting firm, possessing the necessary experience, skills, and qualifications to provide the services required by the CITY. CONSULTANT warrants and represents that it has the necessary staff to deliver the services within the time frame herein specified.
On March 19, 2024, the City Council for the CITY approved this AGREEMENT and authorized the City Manager or to execute the form of this Agreement. s Community Development Director s
irect the CONSULTANT, approve
actions, request changes, authorize task orders and approve additional services.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, CITY and CONSULTANT (collectively referred to as the PARTIES agree as follows:
1.0 TERM OF THE AGREEMENT
Attachment 1
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1.1 This AGREEMENT shall be effective beginning the day, month and year of the execution of this document by the CITY. The AGREEMENT shall be in effect for a term of five years. The CITY shall have the option to extend the AGREEMENT, if agreed to by the CONSULTANT.
1.2 The CONSULTANT shall commence the performance of the DESCRIBED SERVICES immediately upon execution of this AGREEMENT. Time is of the essence in this AGREEMENT.
Failure to meet the schedule contained in an issued task order for this AGREEMENT is a default by the CONSULTANT.
1.3 A delay occasioned by causes beyond the control of CONSULTANT may merit an extension of time for the completion of the DESCRIBED SERVICES. When such delay occurs, CONSULTANT shall immediately notify the CONTRACT OFFICER in writing of the cause and the extent of the delay, whereupon the CONTRACT OFFICER shall ascertain the facts and the extent of the delay and may grant an extension of time for the completion of the DESCRIBED SERVICES when justified by the circumstances. CONSULTANT acknowledges and agrees that delays arising out of or related to COVID-19 or related federal, state or local laws, regulations, orders, rules, policies or guidance will not merit an extension of time. CONSULTANT represents and warrants that it can perform the DESCRIBED SERVICES competently and in a timely fashion and has taken into account circumstances and delays that may occur as a result of or arising out of COVID-19 or applicable laws related thereto in entering into this AGREEMENT.
1.4 This AGREEMENT may be terminated in accordance with the provisions contained in this AGREEMENT.
1.5 Renewal or Extension Provisions. This AGREEMENT shall be in effect for a term of three (3) years with two (2) one-year renewal options upon mutual consent. Prices shall remain firm for the first year of the AGREEMENT. Subsequent to the first year, and upon mutual agreement, an annual price increase, no greater than the Consumer Price Index for the San Diego Region, may be implemented. The CITY shall have the option to extend the AGREEMENT, if agreed to by the CONSULTANT.
2.0 CONSULTANT'S OBLIGATIONS AND SCOPE OF WORK (ATTACHMENT A)
2.1 CONSULTANT shall provide the CITY with historic research consulting services on an The preparation of Determination of Historic Significance Reports; Presentations to the Historic Resource Commission and/or City Council meetings; Provision of historic preservation related services such as the evaluation of public Other tasks, as directed.
2.2 Task Orders. The DESCRIBED SERVICES shall be performed in accordance with multiple, individual task orders issued by the CITY to CONSULTANT, each in the form set forth sections A, B and C that are specific to the particular Task Order. The scope of each Task Order Attachment 1
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will be specifically defined in its Section A, SCOPE OF WORK, each of which upon signature is incorporated herein into the definition of DESCRIBED SERVICES by this reference. The agreed to fees for the scope of work for the Task Order, will be set forth in Section B, PAYMENT FOR SERVICES.
2.2.1 The CONSULTANT shall respond to each Task Order with a detailed proposal of the Task Order, a project schedule with milestones, a list of deliverables, the proposed CONSULTANT project manager and any other staff assigned to work on the task, and billing rates for all assigned staff.
2.2.2 The CITY and CONSULTANT shall agree on a schedule for the completion of the defined scope of the Task Order, which shall be set forth in its Section C, SCHEDULE OF SERVICES. Section D of each Task Order will be included as necessary to list SUBCONSULTANTS.
2.2.3 Once an agreement has been reached between the CITY and CONSULTANT on any given Task Order, the PARTIES shall execute the Task Order and the CITY shall issue a Notice to Proceed with the agreed upon scope of work, schedule, deliverables, and assigned staff.
The CONSULTANT shall commence work immediately on each Task Order when issued a Notice to Proceed. The Task Orders and all their corresponding sections (i.e., A, B, C, and D) form the specific tasks to be performed as part of the DESCRIBED SERVICES and when executed shall be fully incorporated into this AGREEMENT by this reference. CONSULTANT is not authorized to perform any work until the Task Order is executed by both PARTIES and the CITY issues a Notice to Proceed.
2.3 CONSULTANT shall perform all the tasks required to accomplish the DESCRIBED SERVICES in conformity with the applicable requirements of federal, state, and local laws in effect at the time that the DESCRIBED SERVICES are being performed and at the time that the scope of work is substantially completed by the CONSULTANT. a. The CONSULTANT is responsible for ensuring the professional quality, technical accuracy, and coordination of all services and documents furnished by the CONSULTANT under this AGREEMENT.
b. The CONSULTANT shall be obligated to comply with applicable standards of professional care in the performance of the DESCRIBED SERVICES. CITY recognizes that opinions relating to environmental, geologic, and geotechnical conditions are based on limited data and that actual conditions may vary from those encountered at the times and locations where the data are obtained despite the use of professional care. Where any condition exists for which the CONSULTANT must make a judgment that could result in an actual condition that is materially different, the CONSULTANT shall advise the CITY in advance and request specific direction.
Attachment 1
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c. The CONSULTANT shall, without additional compensation, immediately correct or revise any DESCRIBED SERVICES that do not meet the foregoing professional responsibility standards.
2.4 During the term of this AGREEMENT, CONSULTANT shall maintain professional certifications as required in order to properly comply with all applicable federal, state, and local laws. If the CONSULTANT lacks such certification, this AGREEMENT is void and of no effect.
2.5 Conflict of Interest and Political Reform Act Obligations, if determined to be applicable according to ATTACHMENT
CONSULTANT shall at all times comply with the terms of the Political Reform Act and the local Conflict of Interest Ordinance. The level of disclosure categories shall be set by the City and shall reasonably relate to the scope of the DESCRIBED SERVICES.
2.6 CONSULTANT shall complete all Task Orders during the term of the AGREEMENT.
3.0 PAYMENT AND SCHEDULE OF SERVICES (ATTACHMENTS C AND D)
3.1 CONSULTANT is hired to render the DESCRIBED SERVICES and any payments made to CONSULTANT are full compensation for such services. Payment for the performance of the DESCRIBED SERVICES in this AGREEMENT shall not exceed $261,216 for the initial threeyear term and the City shall issue at least one task order.
3.2 The amount of payment to CONSULTANT for providing the DESCRIBED SERVICES is set forth in ATTACHMENT C. No payment shall be allowed for any reimbursable expenses unless specifically described in ATTACHMENT C.
3.3 Payment for all undisputed portions of each invoice shall be made within 45 days from the date of the invoice.
3.4 ervices required under
this AGREEMENT shall not be construed to operate as a release or waiver of any rights of the performance of this AGREEMENT, and CONSULTANT is responsible to the CITY for all SERVICES.
4.0 CITY S OBLIGATIONS
4.1 CITY shall provide information as to the requirements of the project, including budget limitations. The CITY shall provide or approve the schedule proposed by the CONSULTANT.
4.2 CITY shall furnish the required information and services and shall render approvals and decisions expeditiously to allow the orderly progress of the DESCRIBED SERVICES as shown on the schedule required under ATTACHMENT D.
Attachment 1
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5.0 SUBCONTRACTING
5.1 The name, phone number, and location of the place of business of each SUBCONSULTANT that the CONSULTANT will use to perform work or render service to the CONSULTANT in performing this AGREEMENT is contained in ATTACHMENT E. No change to or addition of any SUBCONSULTANT shall be made without the written approval of the CITY.
5.2 If CONSULTANT subcontracts for any of the work to be performed under this AGREEMENT, CONSULTANT shall be as fully responsible to the CITY for the acts and omissions of CONSULTANT s SUBCONSULTANTS and for the persons either directly or indirectly employed by the SUBCONSULTANTS, as CONSULTANT is for the acts and omissions of persons directly employed by CONSULTANT. Nothing contained in the AGREEMENT shall create any contractual relationship between any SUBCONSULTANT of CONSULTANT and the CITY. In any dispute between the CONSULTANT and its SUBCONSULTANT, the CITY shall not be made a party to any judicial or administrative proceeding to resolve the dispute. The CONSULTANT agrees to defend, hold harmless and indemnify the CITY as described in Section 13 of this AGREEMENT, should the CITY be made a party to any judicial or administrative proceeding to resolve any such dispute.
5.3 CONSULTANT shall bind every SUBCONSULTANT to all the terms of the AGREEMENT applicable to CONSULTANT s work unless specifically noted to the contrary in the subcontract in question and approved in writing by the CONTRACT OFFICER. All contracts entered into between the CONSULTANT and its SUBCONSULTANT shall also provide that each SUBCONSULTANT shall obtain insurance policies which shall be kept in full force and effect during any and all work on this project and for the duration of this AGREEMENT. The CONSULTANT shall require the SUBCONSULTANT to obtain all policies described in Section 14 in the amounts required by the CITY, which shall not be greater than the amounts required of the CONSULTANT.
6.0 CHANGES TO THE SCOPE OF WORK
6.1 The CONSULTANT shall not perform work in excess of the DESCRIBED SERVICES without the prior written approval of the CONTRACT OFFICER. All requests for extra work shall be made by written request for a contract modification submitted to the CONTRACT OFFICER. To be effective, all contract modifications must be in writing and signed prior to the commencement of the work. Fees for additional work will be negotiated on a fixed-fee basis.
6.2 The CITY may unilaterally reduce the scope of work to be performed by the CONSULTANT. Upon doing so, CITY and CONSULTANT agree to meet in good faith and confer for the purpose of negotiating a deductive change order or amendment to the AGREEMENT.
Attachment 1
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7.0 ENTIRE AGREEMENT
7.1 This AGREEMENT and incorporated attachments set forth the entire understanding of the PARTIES with respect to the subject matters herein. If there are any inconsistencies between the incorporated attachments and this AGREEMENT, the terms of this AGREEMENT control. There are no other understandings, terms, or other agreements expressed or implied, oral or written, except as set forth herein. No change, alteration, or modification of the terms or conditions of this AGREEMENT, and no verbal understanding of the PARTIES, their officers, agents, or employees shall be valid unless agreed to in writing by both PARTIES.
8.0 TERMINATION OF AGREEMENT
8.1 In the event of CONSULTANT s default of any covenant or condition hereof, including, but not limited to, failure to timely or diligently prosecute, deliver, or perform the DESCRIBED SERVICES, or where the CONSULTANT fails to perform the work in accordance with the project schedule (ATTACHMENT D), the CITY may immediately terminate this AGREEMENT for cause if CONSULTANT fails to cure the default within ten (10) calendar days of receiving written notice of the default. Thereupon, CONSULTANT shall immediately cease work and within five (5) working days: (1) assemble all documents owned by the CITY and in CONSULTANT s possession, and deliver said documents to the CITY; and (2) place all work in progress in a safe and protected condition. The CONTRACT OFFICER shall make a determination of the percentage of work that CONSULTANT has performed that is usable and of worth to the CITY.
Based upon that finding, the CONTRACT OFFICER shall determine any final payment due to CONSULTANT.
8.2 This AGREEMENT may be terminated by the CITY, without cause, upon the giving of fifteen (15) days written notice to the CONSULTANT. Prior to the fifteenth (15th) day following the giving of the notice, the CONSULTANT shall assemble the completed work product to date, and put the same in order for proper filing and closing, and deliver said product to the CITY. The CONSULTANT shall be entitled to just and equitable compensation for any satisfactory work completed. The CONTRACT OFFICER and CONSULTANT shall endeavor to agree upon a percentage complete of the contracted work if fees are fixed, or an agreed dollar sum based on services performed if hourly, and terms of payment for services and reimbursable expenses.
CONSULTANT hereby expressly waives any and all claims for damages or compensation arising under this AGREEMENT except as set forth herein.
9.0 OWNERSHIP OF DOCUMENTS
9.1 All work products (i.e., documents, data, studies, drawings, maps, models, photographs, and reports) prepared by CONSULTANT under this AGREEMENT, whether paper or electronic, shall become the property of CITY for use with respect to this project, and shall be turned over to the CITY upon completion of the DESCRIBED SERVICES or any phase thereof, as contemplated by this AGREEMENT.
9.2. Contemporaneously with the transfer of such documents, the CONSULTANT hereby assigns to the CITY and CONSULTANT thereby expressly waives and disclaims, any copyright Attachment 1
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in, and the right to reproduce, all written material, drawings, plans, specifications, or other work reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to further effectuate this waiver and disclaimer.
10.0 STATUS OF CONSULTANT
10.1 CONSULTANT shall perform the DESCRIBED SERVICES in a manner of CONSULTANT s own choice, as an independent contractor and in pursuit of CONSULTANT s independent calling, and not as an employee of the CITY. The CONSULTANT has and shall retain the right to exercise full control and supervision of all persons assisting the CONSULTANT in the performance of the DESCRIBED SERVICES, the CITY only being concerned with the finished results of the work being performed. CONSULTANT shall confer with the CITY at a mutually agreed frequency and inform the CITY of incremental work/progress as well as receive direction from the CITY. Nei s employees shall be
entitled in any manner to any employment benefits, including, but not limited to, employer-paid payroll taxes, Social Security, retirement benefits, health benefits, or any other benefits, as a result of this AGREEMENT. It is the intent of the parties that neither CONSULTANT nor its employees CONSULTANT shall indemnify, defend and hold CITY harmless from any such obligations on the part of its officers, employees and agents.
11.0 ASSIGNMENT OF CONTRACT
11.1 This AGREEMENT and any portion thereof shall not be assigned or transferred, nor shall written
consent of the CITY.
12.0 COVENANT AGAINST CONTINGENT FEES
12.1 CONSULTANT warrants that it has not employed or retained any company or person, other than a bona fide employee working for CONSULTANT, to solicit or secure this AGREEMENT, and that CONSULTANT has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this AGREEMENT. For breach or violation of this warranty, the CITY shall have the right to terminate this AGREEMENT without liability, or, at the CITY s sole discretion, to deduct from the AGREEMENT the price or consideration, or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee.
13.0 INDEMNITY HOLD HARMLESS
13.1 To the fullest extent permitted by law, CONSULTANT, through its duly authorized representative, agrees that CITY and its respective elected and appointed boards, officials, officers, agents, employees, and volunteers (individually and collectively, CITY Indemnitees ) shall have Attachment 1
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no liability to CONSULTANT or any other person, and CONSULTANT shall indemnify, protect, and hold harmless CITY Indemnitees from and against, any and all liabilities, claims, demands, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs, and expenses, including reasonable attorneys fees and disbursements (collectively claims ) that arise out of, or pertain to, or relate to this AGREEMENT or the negligence, recklessness, or willful misconduct of CONSULTANT, its employees, agents, and SUBCONSULTANTS in the performance of the DESCRIBED SERVICES.
13.2 s obligation herein does not extend to liability for damages for death or bodily injury to persons, injury to property, or other loss, damage, or expense arising from the sole negligence, recklessness or willful misconduct of the CITY or its elected or appointed boards, officials, officers, agents, employees or volunteers.
13.3 CONSULTANT shall provide a defense (with counsel acceptable to CITY) s Indemnitees, or, s s
fees, expenses, and liabilities (including judgment or portion thereof) incurred with respect to any litigation in which the CONSULTANT is obligated to indemnify, defend, and hold harmless the CITY pursuant to this AGREEMENT.
13.4 The provisions of this section 13 shall not be limited by any provision of insurance coverage that the CONSULTANT may have in effect, or may be required to obtain and maintain, during the term of this AGREEMENT. The provisions of this section 13 are continuing obligations and shall survive expiration or termination of this AGREEMENT.
13.7 PERS Eligibility Indemnification. In the event that any of officers, employees, agents, subcontractors, representatives or other persons providing services on under this Agreement
claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS of the CITY, Contractor shall indemnify, defend (with counsel acceptable to CITY), and hold harmless CITY for the payment of any employer and employee contributions for PERS benefits on behalf of PERSONNEL as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CITY.
Notwithstanding any other agency, state or federal policy, rule, regulation, law, or ordinance to the PERSONNEL providing services under this AGREEMENT shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation and benefit including but not limited to eligibility to enroll in PERS as an employee of CITY and entitlement to any contributions to be paid by CITY for employer contributions and/or employee contributions for PERS benefits.
13.8 Limitation of CITY Liability. The payment made to CONSULTANT pursuant to this AGREEMENT shall be the full and complete compensation to which CONSULTANT and CONSULTANT PERSONNEL are entitled for performance of any work under this contract.
salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the CITY. The CITY will not make any federal or state tax withholdings on behalf of Attachment 1
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CONSULTANT. on insurance on
behalf of CONSULTANT.
13.9 Indemnification for Employee Payments. CONSULTANT agrees to defend (with counsel acceptable to CITY), indemnify and hold harmless the CITY for and against any obligation, claim, suit, or demand for tax, retirement contribution, including any contribution to the Public Employees Retirement System (PERS), Social Security, salary, or wages, overtime of CONSULTANT or s PERSONNEL for work done under this AGREEMENT.
14.0 INSURANCE
14.1 CONSULTANT shall procure and maintain for the duration of this AGREEMENT insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the DESCRIBED SERVICES and the results of that work by the CONSULTANT or its agents, representatives, employees or subcontractors. Insurance shall be placed with insurers with a current A. M. Best ra
14.2 CONSULTANT shall obtain and, during the term of this AGREEMENT, shall maintain policies of professional liability (errors and omissions), automobile liability, and general liability insurance from an insurance company authorized to do business in the State of California in insurable amounts of not less than one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) aggregate. The insurance policies shall provide that the policies shall remain in full force during the life of the AGREEMENT, and shall not be canceled or not renewed without thirty (30) days prior written notice to the CITY from the insurance company. Statements that the the company, its agents, Maintenance of specified insurance coverage is a material element of this AGREEMENT.
14.3 Types and Amounts Required. CONSULTANT shall maintain, at minimum, the following insurance coverage for the duration of this AGREEMENT:
14.3.1 Commercial General Liability (CGL). CONSULTANT shall maintain CGL Insurance written on an ISO Occurrence form or equivalent providing coverage at least as broad as CG 00 01 which shall cover liability arising from any and all personal injury or property damage, including ongoing and completed operations, in the amount of $2,000,000 per occurrence and subject to an annual aggregate of $4,000,000. If limits apply separately to this project (CG 25 03 or 25 04) the general aggregate limit shall not apply. There shall be no endorsement or modification of the CGL limiting the scope of coverage for either insured vs. insured claims or contractual liability. All defense costs shall be outside the limits of the policy. If the CONSULTANT or subcontractor maintains higher limits than the limits shown above, the CITY shall be entitled to coverage for the higher limits maintained by the CONSULTANT and/or their subcontractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY. Any excess or umbrella policies being used to meet the Attachment 1
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required limits of insurance will be evaluated separately and must meet the same
14.3.2 Commercial Automobile Liability. CONSULTANT shall maintain Commercial Automobile Liability Insurance for all of the CONSULTANT s automobiles, including owned, hired, and non-owned automobiles, written on an ISO form CA 00 01 12 90 or a later version of this form or an equivalent form providing coverage at least as broad for bodily injury and property damage for a combined single limit of no less than $1,000,000 per occurrence. Insurance certificate shall reflect coverage for any automobile (any auto).
14.3.3 Workers Compensation. CONSULTANT shall maintain Workers Compensation insurance for all of the CONSULTANT s employees who are subject to this AGREEMENT and to the extent required by applicable state or federal law, a Workers Compensation policy providing at minimum $1,000,000 employers liability coverage. The CONSULTANT shall provide an endorsement that the insurer waives the right of subrogation against the CITY and its respective elected officials, officers, employees, agents and representatives.
14.3.4 Professional Liability. CONSULTANT shall maintain Professional Liability (errors and omissions) coverage with a limit of no less than $1,000,000 per claim and $2,000,000 annual aggregate. The policy shall be on a claims made and in the aggregate basis. The CONSULTANT shall ensure both that: (1) the policy retroactive date is on or before the date of commencement of the DESCRIBED SERVICES; and (2) the policy will be maintained in force for a period of three years after substantial completion of the DESCRIBED SERVICES or termination of this AGREEMENT, whichever occurs last.
The CONSULTANT agrees that for the time period defined above, there will be no changes or endorsements to the policy that increase the CITY s exposure to loss. All defense costs shall be outside the limits of the policy. If CONSULTANT maintains higher limits than the limits shown above, the CITY shall be entitled to coverage for the higher limits maintained by the CONSULTANT. Any available proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.
14.3.5. Cyber Liability Insurance. CONSULTANT shall maintain cyber liability insurance with limits not less than $2,000,000 per occurrence or claim. Coverage shall be sufficiently broad to respond to the duties and obligations as are undertaken by CONSULTANT in this AGREEMENT and shall include claims involving infringement of intellectual property, infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security.
The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to such obligations. All defense costs shall be outside the limits of the policy.
14.4 The CITY, its officers, officials, employees, and representatives shall be named as additional insureds on the required general liability, cyber liability, and automobile liability policies with respect to liability arising out of work or operations performed by or on behalf of the Attachment 1
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CONSULTANT including materials, parts, or equipment furnished in connection with such work or operations. The CITY's additional insured status must be reflected on additional insured endorsement form (20 10 1185 or 20 10 1001 and 20 37 1001) which shall be submitted to the CITY. s policies are primary
insurance and that insurance (including self-retention) of the CITY or any named insured shall not be called upon to contribute to any loss, as reflected in an endorsement at least as broad as CG 20 01 04 13 which shall be submitted to the CITY. This provision shall apply regardless of any language of the general liability, cyber liability, and automobile liability policy maintained by the CONSULTANT during the term of this AGREEMENT.
14.5 Before CONSULTANT shall employ any person or persons in the performance of the AGREEMENT, CONSULTANT shall procure a policy of W Compensation insurance as required by the Labor Code of the State of California, or shall obtain a certificate of self-insurance from the Department of Industrial Relations.
14.6 CONSULTANT shall furnish certificates of said insurance and policy endorsements to the CONTRACT OFFICER prior to commencement of work under this AGREEMENT. Failure by the CONTRACT OFFICER to object to the contents of the certificate and/or policy endorsement or the absence of same shall not be deemed a waiver of any and all rights held by the CITY. Failure on the part of CONSULTANT to procure or maintain in full force the required insurance shall constitute a material breach of contract under which the CITY may exercise any rights it has in law or equity including, but not limited to, terminating this AGREEMENT pursuant to Paragraph
8.1 above.
14.7 The CITY reserves the right to review the insurance requirements of this section during the effective period of the AGREEMENT and to modify insurance coverages and their limits when recommendation of professional insurance advisors, changes in statutory law, court decisions, or other relevant factors. The CONSULTANT agrees to make any reasonable request for the deletion, revision, or modification of particular insurance policy terms, conditions, limitations, or exclusions (except where those policy provisions are established by law, or are established by regulations that are binding upon either party to the contract, or are binding upon the underwriter to the contract). Upon request by CITY, CONSULTANT shall exercise reasonable efforts to accomplish such changes in policy coverages and shall pay the cost thereof.
14.8 Any deductibles or self-insured retentions must be declared to and approved by the CITY. s option, the CONSULTANT shall demonstrate financial capability for payment of such deductibles or self-insured retentions.
14.9 CONSULTANT hereby grants to CITY a waiver of any right to subrogation that any insurer of said CONSULTANT may acquire against the CITY by virtue of the payment of any loss under such insurance. This provision applies regardless of whether or not the CITY has requested or received a waiver of subrogation endorsement from the insurer.
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15.0 DISPUTES
15.1 If a dispute should arise regarding the performance of this AGREEMENT, the following procedures shall be used to address the dispute:
a. If the dispute is not resolved informally, then, within five (5) working days thereafter, the CONSULTANT shall prepare a written position statement containing the party s full position and a recommended method of resolution and shall deliver the position statement to the CONTRACT OFFICER.
b. Within ten working (10) days of receipt of the position statement, the CONTRACT OFFICER shall prepare a response statement containing the full position and a recommended method of resolution and shall deliver the response statement to the CONSULTANT.
c. After the exchange of statements, if the dispute is not resolved within ten working (10) days, the CONSULTANT and the CONTRACT OFFICER shall deliver the statements to the City Manager who shall make a determination within ten working (10) days.
15.2 If the dispute remains unresolved for ten working
determination, and the parties have exhausted the procedures of this section, the parties may then seek resolution by mediation or such other remedies available to them by law or in equity.
16.0 GENERAL PROVISIONS
16.1 Accounting Records. CONSULTANT shall keep records of the direct reimbursable expenses pertaining to the DESCRIBED SERVICES and the records of all accounts between the CONSULTANT and SUBCONSULTANTS. CONSULTANT shall keep such records on a generally recognized accounting basis. At any time during normal business hours, and as often as CITY may deem necessary, the CONSULTANT shall make available to the CONTRACT OFFICER, or the CONTRACT OFFICER s authorized representative, for examination, all of its records with respect to all matters covered by this AGREEMENT and shall permit CITY to audit, examine, and/or reproduce such records. CONSULTANT shall retain such financial and program service records for a period of four (4) years from the completion of the work or after termination or final payment under this AGREEMENT, whichever is later.
16.2 CONTRACT OFFICER. s designated CONTRACT OFFICER has the authority to direct the CONSULTANT, approve actions, request changes, and approve additional services within her/his authority. Any obligation of the CITY under this AGREEMENT shall be the responsibility of the CONTRACT OFFICER. Excepting the provisions pertaining to dispute resolution, no other person shall have any authority under this AGREEMENT unless specifically delegated in writing.
16.3 Governing Law. This AGREEMENT and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this AGREEMENT shall be held exclusively in a State court in the County of San Diego. CONSULTANT hereby waives the Attachment 1
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right to remove any action from San Diego County as is otherwise permitted by California Code of Civil Procedure Section 394.
16.4 Compliance with Laws/Business Certificate. CONSULTANT and its SUBCONSULTANTS are required to comply with all applicable federal, state and local laws, rules, regulations, orders, policies, protocols and guidance, including, but not limited to, obtaining and maintaining a City Business Certificate during the duration of this AGREEMENT and complying with COVID-19 sanitation protocols, health orders and guidance.
16.5. Drafting Ambiguities. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this AGREEMENT, and the decision of whether or not to seek advice of counsel with respect to this AGREEMENT is a decision which is the sole responsibility of each Party. This AGREEMENT shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the AGREEMENT.
16.6. Conflicts between Terms. If an apparent conflict or inconsistency exists between the main body of this AGREEMENT and the Attachments, the main body of this AGREEMENT shall control. If a conflict exists between an applicable federal, state, or local law, rule, regulation, order, or code and this AGREEMENT, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this AGREEMENT, the Attachments, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this AGREEMENT.
16.7 Non-Discrimination. CONSULTANT shall not discriminate against any employee or applicant for employment because of sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation. CONSULTANT shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation and shall make reasonable accommodation to qualified individuals with disabilities or medical conditions. Such action shall include, but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay, or other forms of compensation, and selection for training, including apprenticeship.
CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by CITY setting forth the provisions of this non-discrimination clause.
16.8 Responsibility for Equipment. Notwithstanding anything in this AGREEMENT to the contrary, CITY shall not be responsible nor held liable for any damage whatsoever, including, but not limited to persons or property, resulting from or arising out of the use, misuse or failure of any equipment used by CONSULTANT agents, employees or
SUBCONSULTANTS, even if such equipment has been furnished, rented, or loaned to CONSULTANT by CITY. Any and all equipment furnished, rented, or loaned to CONSULTANT Attachment 1
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- AKES NO REPRESENTATIONS OR
WARRANTIES, EXPRESS OR IMPLIED, REGARDING ITS EQUIPMENT, AND HEREBY
EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, INCLUDING, WITHOUT
LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. The acceptance or use of any CITY equipment by CONSULTANT or agents, employees, or SUBCONSULTANTS shall be with all faults and shall be construed to mean that CONSULTANT accepts full responsibility for and agrees to defend, indemnify, and hold harmless CITY from and against any and all claims for any damage whatsoever resulting from the use, misuse, or failure of such equipment. CONSULTANT
HEREBY RELEASES, WAIVES, DISCHARGES AND CONVENANTS NOT TO SUE CITY
FOR ANY AND ALL LIABILITY FROM ANY AND ALL CLAIMS RELATING TO ANY CITY EQUIPMENT.
16.9 Public Works Contract. [Reserved]
17.0 NOTICES
17.1 Any notices to be given under this AGREEMENT, or otherwise, shall be served by certified mail. For the purposes hereof, unless otherwise provided in writing by the parties hereto:
a. The address of the CITY, and the proper person to receive any notice on the CITY s behalf, is:
City of Coronado
Community Development Department
1825 Strand Way
Coronado, CA 92118
Attn.: Rich Grunow, Director
Tel. No. (619) 522-7326
b. The address of the CONSULTANT, and the proper person to receive any notice on the CONSULTANT s behalf, is:
South Environmental, LLC
Sarah Corder, VP/Principal Architectural Historian
2061 N. Los Robles Avenue, Ste. 205
Pasadena, CA 91104
Tel. No. (760) 334-3355
[email protected]
18.0 PROFESSIONAL CONSULTANT S CERTIFICATION OF AWARENESS OF IMMIGRATION REFORM AND CONTROL ACT OF 1986
18.1 CONSULTANT certifies that CONSULTANT is aware of the requirements of the Immigration Reform and Control Act of 1986 (8 U.S.C. §§ 1101-1525) and has complied and will comply with these requirements, including, but not limited to, verifying the eligibility for Attachment 1
CA Office approved Template (05-20-22) 15
employment of CONSULTANT and all its agents, employees, representatives and SUBCONSULTANTS, and any other person performing any of the DESCRIBED SERVICES.
19.0 ADDITIONAL PROVISIONS
19.1 Consequential Damages. Neither Party shall be liable to the other for consequential damages, including, without limitation, loss of use or loss of profits, incurred by one another or their subsidiaries or successors, regardless of whether such damages are caused by breach of contract, willful misconduct, negligent act or omission, or other wrongful act of either of them.
19.2 Responsibility for Others. CONSULTANT shall be responsible to the CITY for its services and the services of its SUBCONSULTANTS. CONSULTANT shall not be responsible for the acts or omissions of any other persons engaged by the CITY nor for their construction means, methods, techniques, sequences, or procedures, or their health and safety precautions and programs.
19.3 Representation. The CONSULTANT is not authorized to represent the CITY, to act as , or to bind the CITY to any contractual agreements whatsoever.
19.4 Third- s Work Product (Peer Review). At the option of the CI s work product may be performed by an independent expert chosen by the CITY. In such case, the CONSULTANT agrees to confer and cooperate fully with the independent expert to allow a thorough review of the work product by the expert. Such review is intended to provide the CITY with a peer review of the concepts, all pre-design documentation, methods, professional recommendations, and other work product of the CONSULTANT. The results of this review will be furnished to the CITY and shall serve to assist the CITY i s deliverables under this AGREEMENT.
19.5 Periodic Reporting Requirements. The CONSULTANT shall provide a written status report of the progress of the work on a monthly basis that s payment invoice. The status report shall, at a minimum, report the work accomplished to date; describe any milestones accomplished; show and discuss the results on any testing or exploratory work; provide an update to the approved schedule (as set forth in ATTACHMENT D or, if no ATTACHMENT D, as approved by the CONTRACT OFFICER), and if not in accordance with the original schedule, describe how the CONSULTANT intends to get back on the original schedule; describe any problems or recommendations to increase the scope of the work; and provide any other information that may be requested by the CITY. The report is to be of a form and quality appropriate for submission to the City Council.
19.6 Brand or Trade Names. [Reserved]
19.7 Rights Cumulative. All rights, options, and remedies of the CITY contained in this AGREEMENT shall be construed and held to be cumulative, and no one of the same shall be exclusive of any other, and the CITY shall have the right to pursue any one of all of such remedies or any other remedy or relief that may be provided by law or in equity, whether or not stated in this AGREEMENT.
Attachment 1
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19.8 Waiver. No waiver by either Party of a breach by the other Party of any of the terms, covenants, or conditions of this AGREEMENT shall be construed or held to be a waiver of any succeeding or preceding breach of the same or any other term, covenant, or condition herein contained. No waiver of any default of either Party hereunder shall be implied from any omission by the other Party to take any action on account of such default if such default persists or is repeated, and no express waiver shall affect a default other than as specified expressly in said waiver.
19.9 Severability. In the event that any part of this AGREEMENT is found to be illegal or unenforceable under the law as it is now or hereafter in effect, either Party will be excused from performance of such portion or portions of this AGREEMENT that is found to be illegal or unenforceable without affecting the remaining provisions of this AGREEMENT.
19.10 Attachments Incorporated. All ATTACHMENTS referenced in this AGREEMENT are incorporated into the AGREEMENT by this reference.
THE REMAINDER OF THIS PAGE LEFT BLANK.
Attachment 1
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20. SIGNATURES
20.1 Each signatory and Party hereto hereby warrants and represents to the other Party that it has legal authority and capacity and direction from its principal to enter into this AGREEMENT, and that all resolutions or other actions have been taken so as to enable it to enter into this AGREEMENT.
CITY: CONSULTANT:
By: _____________________________
Tina Friend, City Manager
By: ______________________________
Samantha Murray, President
Date: _______________________________ Date: _______________________________ By: ________________________________
Sarah Corder, Vice President
Date: _______________________________
APPROVED AS TO CONTENT: __________________________________________ Richard Grunow, Director Date APPROVAL AS TO FORM: __________________________________________ Johanna N. Canlas, City Attorney Date ATTEST: ___________________________________________ Kelsea Holian, MMC, City Clerk Date Attachment 1
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ATTACHMENT A SAMPLE TASK ORDER
ATTACHMENT B CONSULTANT CONFLICT OF INTEREST DETERMINATION
ATTACHMENT C PAYMENT FOR SERVICES
ATTACHMENT D SCHEDULE OF SERVICES
ATTACHMENT E LISTING OF SUBCONSULTANTS
Attachment 1
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ATTACHMENT A
CITY OF CORONADO
SAMPLE TASK ORDER: 24-SOEN-001
Contract No. 24-PS-CD-813
Pursuant to that certain Agreement for Professional Services dated March 19, 2024 this Task Order hires CONSULTANT to provide the PROFESSIONAL SERVICES as described herein and on the terms and conditions set forth in the AGREEMENT. 24-CD- SOEN-001-A SCOPE OF SERVICES
24-CD- SOEN -001-B PAYMENT FOR SERVICES
24-CD- SOEN -001-C SCHEDULE OF SERVICES
24-CD- SOEN -001-D LISTING OF SUBCONSULTANTS
CONSULTANT CITY
South City of Coronado ___________________________________ Samantha Murray Date President ___________________________________ Rich Grunow, Director Date ___________________________________ Sarah Corder Date Vice President
Attachment 1
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CITY OF CORONADO
TASK ORDER: 24-SOEN-001-A
SCOPE OF WORK
Contract No. 24-PS-CD-813
I. Background
This property consists of a structure(s) with an estimated construction date(s) of (year built, if known), designed/constructed by (architect/builder, if known). The property owner has provided a Determination of Historic Significance application for the property that includes the following information:
Ownership Deed
Residential Building Record
Site Plan
Current color photographs
Additional information, as submitted
The City is providing the following information via online file sharing, as available:
Coronado Sanborn Maps
Unadopted Sourcepoint Survey
Spreadsheet summary of building permits on file
PDF copies of building permits
Coronado Designation Criteria Guidelines
List of known permitted properties constructed by builder/architect (if known) Historic photographs (if available)
Additional information, as found by staff
II. Scope of Services
This task order hires CONSULTANT to complete a Determination of Historic Significance Report for the property located at (address), Coronado, California. The scope of work authorized includes the following:
Task 1: Determination of Historic Significance Report inclusive of:
Executive Summary of Findings
Occupancy Timeline
Supplemental Research as needed on occupants, architect/builder, and property.
Research appointment at Coronado Historical Association Site Visit to the property
Architectural Description of the structures on the property Integrity analysis of the structures on the property
Designation Criteria Analysis
ite www.coronado.ca.us/preservation
Attachment 1
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Recordation of the property on State of California Department of Parks and Recreation 523 (DPR 523) Forms, if property is found to meet the criteria for historic designation
Task 2: Attend public hearing (remote via Zoom)
Attachment 1
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SAMPLE TASK ORDER: 24-SOEN-001-B
SCOPE OF WORK
Fee Schedule
Contract No. 24-PS-CD-813
A. PAYMENT FOR SERVICES: This Task Order shall be on a time and materials basis and fees shall not exceed $6,905.00 in total. Payments to the CONSULTANT for the DESCRIBED SERVICES under this Task Order shall be made in the form of monthly payments due for each sub-task on a time and materials basis based on the actual and reasonable time spent by CONSULTANT in performing the subATTACHMENT C to the AGREEMENT, and the reimbursable expenses set forth in ATTACHMENT C to the AGREEMENT. No services will be invoiced or paid until the sub-task has been completed. All invoices submitted by the CONSULTANT shall show an hourly reconciliation of time spent on each sub-task and will be billed against this Task Order. The original invoice shall be provided for any subcontracted services. Normal processing time for payments is four (4) weeks.
B. FEE SCHEDULE
Task Not to Exceed Cost
Task 1: Determination of Historic Significance Report
(80 hours)
$6,605
Task 2: Attend public hearing (3 hours) $300
TOTAL $6,905
The total not-to-exceed amount for this task order is $6,905.00.
Attachment 1
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SAMPLE TASK ORDER: 24-SOEN-001-C
SCHEDULE
Contract No. 24-PS-CD-813
PROJECT SCHEDULE
CONSULTANT agrees to diligently pursue the DESCRIBED SERVICES in this Task Order. The schedule as described in the sub-task authorization letters contractually obligates the CONSULTANT to perform all services to meet the time duration for sub-task shown unless otherwise approved by CITY.
Final documents to be delivered to the City by (due date).
Attachment 1
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SAMPLE TASK ORDER: 24-SOEN-001-D
Contract No. Contract No. 24-PS-CD-813
Listed below are any and all subconsultants and Subconsultants which the CONSULTANT plans to employ under this AGREEMENT. No change is allowed without the prior approval of the Contract Officer.
SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ Attachment 1
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ATTACHMENT B
As-Needed Historic Research Consulting Services
Contract No. 24-PS-CD-813
CONFLICT OF INTEREST DETERMINATION
CONSULTANT shall at all times comply with the terms of the Political Reform Act and the local conflict of interest ordinance. CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the City in which the CONSULTANT has a financial interest as defined in Government Code Section 87103.
CONSULTANT represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the City.
CONSULTANT1
agency:
(A) Makes a governmental decision whether to:
1. Approve a rate, rule, or regulation;
2. Adopt or enforce a law;
3. Issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement;
4. Authorize the CITY to enter into, modify, or renew a contract, provided it is the type of contract that requires CITY approval;
5. Grant CITY approval of a contract that requires CITY approval and to which the CITY is a party, or to the specifications for such a contract;
6. Grant CITY approval of a plan, design, report, study, or similar item;
7. Adopt, or grant City approval of, policies, standards, or guidelines for the CITY, or for any subdivision thereof; or
(B) Serves in a staff capacity with the CITY and in that capacity participates in making a governmental decision as defined in Regulation 18704(a) and (b) or performs the same or substantially all the same duties for the CITY that would otherwise be performed by an individual holding a position specified in the CITY Interest Code.
1which case the Conflict of Interest Code may still apply. The Conflict of Interest Code, however, does not cover public works contractors.
Attachment 1
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DISCLOSURE DETERMINATION:
X 1. CONSULTANT/CONTRACTOR will
as defined in Sections A and B
above. No disclosure required.
2. CONSULTANT/CONTRACTOR
A and B above. As a
result, CONSULTANT/CONTRACTOR shall file, with the City Clerk of the City of Coronado in a timely manner as required by law, a Statement of Economic Interest (Form 700), as required by the City of Coronado Conflict of Interest Code, and the Fair Political Practices Commission, to meet the requirements of the Political Reform Act.*
Signature Date
Name Richard Grunow Department Community Development
City Attorney Approval of Determination
City Manager Approval of Determination
*The s disclosure of investments, real property, income, loans, business positions, and gifts, shall be limited to those reasonably related to the project for which CONSULTANT has been hired by the CITY.
Attachment 1
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ATTACHMENT C
As-Needed Historic Research Consulting Services
Contract No. 24-PS-CD-813
PAYMENT FOR SERVICES
A. Fees:
CONSULTANT shall perform the DESCRIBED SERVICES on a time and materials basis based on the actual and reasonable time spent on the DESCRIBED SERVICES set forth in the Task Order(s) according to the following hourly rates:
Total payments for any given Task Order shall not exceed the not to exceed amount set forth in such Task Order and the cumulative payments under all Task Orders for all DESCRIBED SERVICES provided under the AGREEMENT, including professional fees and reimbursable expenses as set forth below, shall not exceed $261,217 for the initial three-year term. The not-toexceed amount for renewal option year one is $$95,921; the not-to-exceed sum for the second and final renewal option year is $100,717. Pursuant to Section 1.5, subsequent to the first year, and upon mutual agreement, an annual price increase, no greater than the Consumer Price Index for the San Diego Region, but not more than 5%, may be implemented.
Reimbursables: The professional fees set forth above shall include all materials and reimbursable expenses except as follows: TBD.
Payments: Payments to the CONSULTANT for the DESCRIBED SERVICES shall be made in the form of monthly payments due for each sub-task as set forth on the Task Order(s) on a time and materials basis based on the actual and reasonable time spent by CONSULTANT in performing the subabove, and the reimbursable expenses set forth above. No services will be invoiced or paid until the sub-task(s) has been completed as set forth in a given Task Order. All invoices submitted by the CONSULTANT shall show an hourly reconciliation of time spent on each sub-task and will be billed against the relevant Task Order. The original invoice shall be provided for any subcontracted services. Normal processing time for payments is four (4) weeks.
Attachment 1
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ATTACHMENT D
As-Needed Historic Research Consulting Services
Contract No. 24-PS-CD-813
LISTING OF SUBCONSULTANTS
Listed below are any and all SUBCONSULTANTS that the CONSULTANT plans to employ under this AGREEMENT. Include DIR Contractor Registration Numbers where applicable. No change is allowed without the prior approval of the CONTRACT OFFICER.
SUBCONSULTANT SUBCONSULTANT _____________________________________ ______________________________________ _____________________________________ ______________________________________ _____________________________________ ______________________________________ _____________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ SUBCONSULTANT SUBCONSULTANT ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ ______________________________________ Attachment 1