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Cudahy City Council
February 21, 2023

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February 21, 2023
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1 QUINTAIROS, PRIETO, WOOD & BOYER, P.A.

HARRIS BANK BUILDING
115 S. LASALLE STREET, 31stFLOOR
CHICAGO, IL 60603
P: (312) 566-0040 ● F: (312) 566-0041
www.qpwblaw.com

MEMORANDUM
TO: Ellen H. Daley
Chief Procurement Officer, General Services
State of Illinois
John Donato
Chief Procurement Officer, Higher Education
State of Illinois
FROM: Anita Ponder, Partner
Dragomir Tsvetenov, Associate Attorney
Quintairos, Prieto, Wood & Boyer, P.A.

DATE: March 28, 2022
RE: FINAL WRITTEN REPORT TO STATE OF ILLINOIS EXECUTIVE ETHICS COMMISSION I. Introduction
The State of Illinois Executive Ethics Commission (“the State”) entered into a contract with the law firm of Quintairos, Prieto, Wood & Boyer, P.A. (“QPWB”) to provide consulting services for procurement diversity. There are four primary goals to be achieved under the contract:
• Draft administrative rules to implement the Request for Proposal (RFP) Commitment to Diversity requirement as outlined in the Illinois Procurement Code (30 ILCS 500/20-15) and (30 ILCS 500/35-30(a);
• Draft a minimum of six (6) new objective elements that can be scored under RFP Commitment to Diversity and prepare a rubric that will guide evaluators on how best to score the recommended elements;
• Provide justification and supporting evidence, including caselaw where the element was challenged, that the selected Commitment to Diversity elements best represent a firm’s commitment to diversity; and

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2 • Draft and format the RFP template instructions for Commitment to Diversity.

A. Contract Term Schedule
The term of the contract between the State and QPWB is for twelve (12) weeks. As specified in the contract, QPWB has agreed to provide its final written report to the State on March 30, 2022, which will include: the scoring elements, administrative rules and RFP Commitment to Diversity section. During the contract period, there are video conferences that QPWB has agreed to attend and specific deliverables (i.e., written reports, video presentations and related deliverables) that QPWB has agreed to provide to the State.

A schedule of the written reports, video presentations and related deliverables are specified below:
• Written Report & Video Presentation #1 (Due Date – February 2, 2022). This written report was timely submitted by QPWB and our team made a video presentation of the report on February 2, 2022. Our report included the following information:
o Any governmental bodies that include an evaluation of a vendor’s commitment to diversity in a solicitation, procurement, grant or similar document o Examples of private firms that have practices promoting diversity in recruiting, hiring, supporting, or promoting employees, volunteers, independent contractors and board members
o Examples of private firms that have practices promoting diversity in their supply chain, both up and down stream
• Written Report & Video Presentation #2 (Due Date – February 16, 2022). This written report was timely submitted by QPWB and our team made a video presentation of the report on February 16, 2022. Our report included the following information:
o Guidance on how to use current statutory factors (30 ILCS 500/20-15(e-5)(2)) as scorable elements
o At least six (6) ranked examples of scorable Commitment to Diversity elements • Written Report & Video Presentation #3 (Due Date – March 21, 2022). This written report was timely submitted by QPWB and our team made a video presentation of the report on March 23, 2022. The report included the following information:
o Elements that the State should include in RFPs as a scorable evaluation of a firm’s commitment to diversity
o Justification and evidence explaining why the proposed elements are best at determining a firm’s commitment to diversity
o Citations and summaries to any court case where a government’s use of Commitment to Diversity elements was challenged
o Proposed administrative rules
• Final Written Report & Video Presentation #4 (Due Date – March 30, 2022). Our written report will include the following information:
o Scoring Elements
o Administrative Rules
o RFP Commitment to Diversity Section

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3 B. Contract Performance (Research)
Below is a summary of the resources that we have reviewed for information in this Report regarding:
two additional elements that the State should include in RFPs as a scorable evaluation of a firm’s commitment to diversity; justification and evidence explaining why the proposed elements are best at demonstrating a firm’s commitment to diversity; Scoring; and proposed administrative rules The resources that we have evaluated include, but are not limited to, the following:
• We reviewed publicly available supplier diversity information from more than 100 National Minority Supplier Development Council member corporations1. After several weeks of comprehensive research, we have learned that there is not a lot of publicly available information regarding their supplier diversity programs and/or their initiatives to advance diversity. As a result, we reached out to supplier diversity officials at each of these companies, on a weekly basis, to request and obtain: any primary source documents about their supplier diversity programs and initiatives; any website or other resources which might have information about their supplier diversity program and initiatives; and to obtain any related diversity information that they may be willing to provide us. • We reviewed secondary sources, including news media, journals and studies for information related to each proposed element and factor to help explain why the proposed elements are best at determining a firm’s commitment to diversity. We have included this information as part of the justification and evidence to support the elements and factors. • We researched and analyzed caselaw related to the proposed elements and factors. We specified the relevant caselaw, including the applicable citations. We also summarized certain court cases where the government’s use of commitment to diversity elements was challenged.
• We reviewed supplier diversity or minority/women business enterprise (MBE/WBE) programs in the public sector. We reviewed publicly available information from each state, the largest (by population) fifty cities, and the largest (by population) fifty counties in the United States.
• We reviewed the MBE/WBE Disparity Studies from the State of Illinois2, State of New York3, Cook County4 and the City of Chicago5(“disparity studies”). Based on established caselaw, these disparity studies include statistical evidence to determine whether there is a disparity between the availability of MBE/WBEs and the government’s utilization of these firms as prime contractors and/or subcontractors. A disparity between the utilization and availability of MBE/WBEs may raise an inference of discriminatory exclusion6. Where gross statistical disparities can be shown, they alone in a proper case may constitute prima facie proof of a pattern or practice of discrimination. Id.
• We prioritized the recommendations in the study for the State of Illinois, although the disparity studies have similar information. Our review of these disparity studies focused on two parts: the various caselaw challenging the constitutionality of MBE/WBE Programs

1 https://nmsdc.org/corporate-membership/corporate-members 2 The State of Illinois, Department of Central Management Services Disparity Study (2015) 3 The State of New York, MWBE Disparity Study (2017)
4 Cook County, Illinois, Disparity Study (2015)
5 The City of Chicago, Disparity Study for Construction Contracts (2021) 6 City of Richmond v. J.A. Croson Co., 488 U.S. 469, 109 S. Ct. 706, 102 L. Ed. 2d 854 (1989)

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4 nationwide; and the caselaw promoting the use of race-neutral measures (i.e., initiatives or programs) that are, or can be, used to assist all small businesses, without making distinctions or classifications on the basis of race, ethnicity or gender. Many of the elements and factors that we recommend to the State are consistent with established caselaw, as cited and proposed in one or more of the disparity studies.
• Race-neutral measures are a necessary component of a defensible and effective race and gender conscious program7 and the failure to seriously consider such remedies has been fatal to several programs8. The requirement that an agency must meet the maximum feasible portion of the goal through race-neutral measures, as well as estimate that portion of the goal it predicts will be met through such measures has been central to the holdings that the DBE regulations meet narrow tailoring9. However, strict scrutiny does not require that every race-neutral approach must be implemented and then proven ineffective before race-conscious remedies may be utilized10.

C. Written Report
This memorandum is our final written report and it includes the following information:
i. Additional elements that the State should include in RFPs as a scorable evaluation of a firm’s commitment to diversity
ii. Justification and evidence explaining why the proposed elements are best at determining a firm’s commitment to diversity
iii. Scoring elements
iv. Administrative rules
v. Suggested next steps for the State of Illinois
This report begins by introducing the background information for this assignment. In the introduction we outline the written report, including the contract term schedule, research, written report, and the summary.

The extensive research conducted by our firm is the culmination of all our outreach efforts to public agencies and private companies, and review of journals, new articles, white papers, statistical data, disparity studies and several cases. With this information, we developed a list of elements and evaluation factors that the State can use to evaluate an offerors’ commitment to diversity.

We recommend a total of ten (10) elements to the State which include two additional elements that are justified in this report. Each element has evaluation factors that can be used by the State to evaluate and score the element.

7 City of Richmond v. J.A. Croson Co., 488 U.S. 469, 109 S. Ct. 706, 102 L. Ed. 2d 854 (1989); See also: Associated Gen.

Contractors of Ohio, Inc. v. Drabik, 214 F.3d 730 (6th Cir. 2000) 8 See, e.g., Florida A.G.C. Council, Inc. v. State of Florida, Case No.: 4:03-CV-59-SPM at 10 (N. Dist. Fla. 2004) (“There is absolutely no evidence in the record to suggest that the Defendants contemplated race-neutral means to accomplish the objectives” of the statute.); Eng'g Contractors Ass'n of S. Florida Inc. v. Metro. Dade County, 122 F.3d 895 (11th Cir. 1997)
9 Sherbrooke Turf, Inc. v. Minnesota Dept. of Transp., 345 F.3d 964 (8th Cir. 2003) 10 Grutter v. Bollinger, 539 U.S. 306, 123 S. Ct. 2325, 156 L. Ed. 2d 304 (2003)

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5 The section of this written report that discusses the justification and evidence states the legal basis or reasoning for why we recommend each element and factor. The justification may include caselaw, data and/or other evidence that we found in our research, including applicable governmental (i.e., federal, State, City of Chicago and Cook County) regulations, laws, policies and disparity studies governing current DBE or MBE/WBE programs and initiatives, as well as current or recent supplier diversity initiatives of private companies.

This report includes a scoring matrix that the State can utilize to evaluate the commitment to diversity of each offeror that submits a proposal to the State which has diversity requirements. The scoring matrix provides specific guidance to State evaluators on how to score each of the commitment to diversity elements.

This report ends with suggested next steps by the State to implement our recommendations to significantly advance diversity statewide and a brief summary.

II. Additional Elements and Factors that the State should include in RFPs as a Scorable Evaluation of a Firm’s Commitment to Diversity

1. Whether the offeror has written policies to conduct business with veteranowned businesses and LGBTQ business enterprises. a. Whether the offeror has written policies to conduct business with veteranowned businesses. b. Whether the offeror has written policies to conduct business with LGBTQ businesses enterprises.

2. Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.
a. Whether the offeror conducts business with local businesses where they conduct business or perform work.
b. Whether the offeror employs local persons from the communities where they conduct business or perform work.

III. Justification and Evidence Explaining Why the Proposed Additional Elements are Best at Determining a Firm’s Commitment to Diversity
A. Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business enterprises.

The justification for this element is in: 1) the caselaw upholding veteran owned business programs, as reflected in the federal Veteran-Owned Small Businesses (“VOSB”) and ServiceDisabled Veteran-Owned Small Businesses (“SDVOSB”) certifications11; 2) the caselaw upholding veteran owned business programs, as reflected in the State’s Veterans Business Program (“VBP”) 12; 3) the caselaw upholding veteran owned business programs, as reflected in Cook County’s Veteran Owned Businesses (“VBEs”) and Service connected disabled

11 38 CFR Part 74
12 https://cei.illinois.gov/veterans-business-program.html

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6 Veteran Owned Businesses (“SDVBEs”) certifications13; 4) the caselaw upholding veteran owned business programs, as reflected in the City of Chicago’s Veteran Owned Business Certification (“VBE”) 14; and 5) primary and secondary sources.

Offerors that have written policies to conduct business with veteran-owned business and LGBTQ business enterprises demonstrate a commitment to diversity.

1. Whether the offeror has written policies to conduct business with veteranowned businesses.

The justification for this element is in: 1) the caselaw upholding veteran owned business programs, as reflected in the federal Veteran-Owned Small Businesses (“VOSB”) and Service-Disabled Veteran-Owned Small Businesses (“SDVOSB”) programs15; 2) the caselaw upholding veteran owned business programs, as reflected in the State’s Veterans Business Program (“VBP”)16; 3) the caselaw upholding veteran owned business programs, as reflected in Cook County’s Veteran Owned Businesses (“VBEs”) and Service connected disabled Veteran Owned Businesses (“SDVBEs”) certifications17; 4) the caselaw upholding veteran owned business programs, as reflected in the City of Chicago’s Veteran Owned Business Certification (“VBE”) 18; and 5) primary and secondary sources.

The federal government awards a portion of contracting dollars specifically to businesses owned by veterans on an annual basis19. Small businesses owned by veterans may be eligible to purchase surplus property from the federal government.

Id. Small businesses owned by veterans can also compete for set-aside contracts at the Department of Veterans Affairs (“VA”). Id. Through its Veterans First Contracting program, the VA awards a significant number of contracts to veterans every year by offering them set-aside contract opportunities. Id. The VA also sets aside contracting opportunities for businesses owned by veterans who are service-disabled. Id.

Businesses must be formally verified as a VBE to participate in the Veterans First Contracting program.

VBEs have long been recognized and included in government procurement, including the VBE program of the State of Illinois which assists certified service disabled and veteran-owned businesses to participate in the competitive procurement process and gain access to State contracting opportunities20. In order to qualify for the State’s VBE certification, a business must meet the following eligibility criteria:
• At least 51 percent owned by one or more qualified service-disabled veteran or veterans
• living in Illinois (Public Act 097-0260, Public Act 098-0307) • have valid DD214

13 https://www.cookcountyil.gov/service/mbewbevbe-certification 14 https://www.chicago.gov/city/en/depts/dps/provdrs/cert/svcs/Certification_VBE.html 15 38 CFR Part 74
16 https://cei.illinois.gov/veterans-business-program.html 17 https://www.cookcountyil.gov/service/mbewbevbe-certification 18 https://www.chicago.gov/city/en/depts/dps/provdrs/cert/svcs/Certification_VBE.html 19 https://www.sba.gov/federal-contracting/contracting-assistance-programs/veteran-assistance-programs 20 https://cei.illinois.gov/veterans-business-program.html

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7 • have annual gross sales of less than $75 million
• have its home office in Illinois
Cook County offers a 5% bid preference to Cook County certified Veteran Owned Businesses (“VBEs”) and Service Connected Disabled Veteran Owned Businesses (“SDVBEs”)21. The County also extends this bid preference to State certified VOSBs and SDVOSBs. Id.

The City of Chicago has a number of programs, incentives and certifications for VBEs to participate in City contracting including:
• Veteran/small business JV bid incentive – 5% for eligible joint ventures and small, local, veteran-owned businesses
• Veteran-owned subcontractor bid incentive – up to 2% for utilization of veteran-owned subcontractors
• Service-disabled veteran-owned businesses can also apply to be certified as a Business Enterprises Owned or Operated by People with Disabilities (BEPD)
• Listing in City of Chicago Certified Firms Directory
The City’s VBE certification can be obtained by small and local businesses that are owned and operated by veterans who have been generally or honorably discharged22. In order to participate in City veteran business programs or incentives, veteran-owned businesses must be VBE certified by the City. Id.

According to The U.S. Small Business Administration (“SBA”), veteran business owners account for 6.1% (351,237) of all U.S. employer businesses and employ approximately 4 million workers23. Census Bureau’s Non-Employer Statistics by Demographics (NES-D) data find that approximately 6% of receipts from all nonemployer firms are from veteran-owned firms. Veteran entrepreneurship is a major contributor to the nation’s economy, and for several years, the Office of Advocacy has produced research highlighting their contributions. Id.

In 2017, JPMorgan Chase announced a $4.2 Million Investment to Support Veteran Small Business Owners24. The investment benefits Community Development Financial Institutions (CDFIs), Main Street Launch (California), Carolina Small Business Development Fund (North Carolina, South Carolina and Florida), and PeopleFund (Texas), which provide loans to veterans who are seeking to start or grow their own businesses. Id. JPMorgan also renewed its partnership with Bunker Labs to support its mission to provide veteran entrepreneurs with the tools and resources they need to succeed. Id.

Offerors that have written policies to conduct business with veteran-owned business demonstrate a commitment to diversity.

21 https://www.cookcountyil.gov/service/mbewbevbe-certification 22 https://www.chicago.gov/city/en/depts/dps/provdrs/cert/svcs/Certification_VBE.html 23 https://advocacy.sba.gov/2020/11/27/highlighting-americas-veteran-owned-smallbusinesses/#:~:text=According%20to%20the%202018%20Annual,employ%20approximately%204%20million%20work ers
24 https://www.jpmorganchase.com/news-stories/investment-veteran-small-business-owners

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8 2. Whether the offeror has written policies to conduct business with LGBTQ businesses enterprises.

The justification for this element is in primary and secondary sources which reflects increased support for LGBTQ Owned Business Procurement Programs throughout the nation.

The SBA’s Network for LGBTQ+ Businesses seeks to bring focus on economic empowerment in the LGBTQ+ business community by providing a number of programs and incentives access to SBA programs and services to LGBTQ+ individuals25. LGBTQ business owners can use local SBA offices and resources, as well as obtain information about the SBA 8(a) Business Development Program. Id.

Several SBA District Offices have a strategic alliance with the LGBTQ+ business community which include the:
• Greater Houston LGBT Chamber of Commerce
• Greater Seattle Business Association
• La Camera de Comercio LGBTTQ de Puerto Rico
• Nashville LGBT Chamber of Commerce
• Los Angeles Gay and Lesbian Chamber of Commerce
• Wisconsin LGBT Chamber of Commerce
LGBTQ business enterprises are gaining greater recognition and support in government procurement. For example, the City of Chicago26 has joined a number of other cities, including Nashville, TN; Long Beach, CA; and Jersey City, N.J., that have recently changed their supplier diversity programs to include LGBTQ vendors27.

In 2020, The City of Chicago passed a Resolution acknowledging LGBT-Owned Business Enterprises (LGBTBEs) and their contributions to Chicago’s economy and residents28. The Resolution aims to identify business development opportunities for LGBTBEs and promote opportunities for them to participate in the City’s procurement process. Id.

The City Resolution identifies several actions that that will be undertaken by the City’s Department of Procurement Services (DPS) to encourage the participation of LGBTBEs in City procurement. Id. These actions include developing methods to conduct or facilitate technical assistance and training programs to increase the potential for successful bidding on City projects, as well as maintaining a clearinghouse of information on available programs and services. Id. In addition, DPS will partner with LGBT-focused Assistance Agencies to further the goal of increasing LGBT participation in City procurement. Id. The LGBT Chamber of Commerce (LGBTCC) is a registered City of Chicago Assist Agency which has collaborated with DPS on several initiatives to build awareness about LGBT businesses. The LGBTCC

25 https://www.sba.gov/business-guide/grow-your-business/lgbtq-owned-businesses 26https://www.chicago.gov/city/en/depts/dps/provdrs/events/news/2020/january/LGBTBusinessEnterprisesResolutio n.html#:~:text=CHICAGO%E2%80%94Mayor%20Lori%20E.,to%20Chicago's%20economy%20and%20residents 27https://www.chicago.gov/city/en/depts/dps/provdrs/events/news/2020/january/LGBTBusinessEnterprisesResolutio n.html#:~:text=CHICAGO%E2%80%94Mayor%20Lori%20E.,to%20Chicago's%20economy%20and%20residents 28 https://www.chicago.gov/city/en/depts/dps/provdrs/events/news/2020/january/LGBTBusinessEnterprisesResolution .html

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9 shares information with its members about City contract opportunities and business resources. Id.

Recently, Major League Baseball (“MLB”) has announced a partnership with the National Gay & Lesbian Chamber of Commerce (NGLCC) to help certified LGBT businesses become official suppliers for the MLB for the first time ever29. The announcement was the focus of the MLB’s recent business diversity summit and was discussed during panel discussions and workshops during the event. Id.

Offerors that have written policies to conduct business LGBTQ business enterprises demonstrate a commitment to diversity.

B. Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.

The justification for this element is supported by: 1) The federal “Buy American Act”30; 2) Illinois statues which give procurement preference to Illinois businesses over out of state businesses31; and 3) various local-based business incentives and preferences given in local governments within the State32.

Offerors that have written policies to conduct business with local businesses from the communities where they conduct business or perform work and/or employ local persons from those communities demonstrate a commitment to diversity.

1. Whether the offeror has written policies to conduct business with local businesses from the communities where they conduct business or perform work.

The justification for this element is supported by: 1) The federal “Buy American Act”33; 2) Illinois statues which give procurement preference to Illinois businesses over out of state businesses34; and 3) local-based business incentives and preferences given in local governments within the State35.

The Buy American Act requires Federal agencies to procure domestic materials and products. Two conditions must be present for the Buy American Act to apply: (1) the procurement must be intended for public use within the United States; and (2) the

29 https://fortune.com/2016/03/07/mlb-lgbt-nglccpartnership/#:~:text=In%20a%20win%20for%20LGBT,for%20the%20first%20time%20ever 30 Buy American Act, § 2, 41 U.S.C.A. § 10a
31 30 ILCS 500/45-45 (Illinois gives preference to Illinois small businesses) 32 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2016/november/And-MentoringProgram.html; https://www.rrstar.com/story/news/2021/01/05/new-rockford-ordinance-could-give-localcompanies-leg-up/4133013001/; https://static1.squarespace.com/static/60920e1305a969537629ed5c/t/61130ac303bf4a3914d3d135/162863789351 6/Jackson+Park+-+Workforce+Flyer+v3.pdf
33 Buy American Act, § 2, 41 U.S.C.A. § 10a
34 30 ILCS 500/45-45 (Illinois gives preference to Illinois small businesses) 35 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2016/november/And-MentoringProgram.html; https://www.rrstar.com/story/news/2021/01/05/new-rockford-ordinance-could-give-localcompanies-leg-up/4133013001/; https://static1.squarespace.com/static/60920e1305a969537629ed5c/t/61130ac303bf4a3914d3d135/162863789351 6/Jackson+Park+-+Workforce+Flyer+v3.pdf

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10 items to be procured or the materials from which they are manufactured must be present in the United States in sufficient and reasonably available commercial quantities of a satisfactory quality36. The provisions of the act may be waived if the head of the procuring agency determines the act to be inconsistent with the public interest or the cost of acquiring the domestic product is unreasonable. Contracts awarded by State and local authorities under the Federal grant programs are not covered by the act unless authorizing statutes explicitly provide for application of the act.

On March 7, 2022, the Federal Acquisition Regulatory Council promulgated a final rule aimed at increasing federal government preferences for goods and construction materials that are domestically manufactured and increasing the required domestic content threshold for purchases governed by the Buy American Act37. Government contractors that sell products to the federal government should review their supply chain, sourcing, and manufacturing processes to ensure continued domestic sourcing compliance under the final rule. Id. The Biden administration’s stated goal is to ensure “that when the federal government spends taxpayer dollars they are spent on American-made goods by American workers and with American-made component parts”. Id.

Local preferences and incentives include the State’s preference to local small businesses38. Whenever a contract is to be awarded to the lowest responsible bidder or offeror, a resident bidder or offeror shall be allowed a preference as against a non-resident bidder or offeror from any state that gives or requires a preference to bidders or offerors from that state39. The preference is equal to the preference given or required by the state of the non-resident bidder or offeror. Id.

In the case that only non-resident bidders or offerors are bidding, the purchasing agency is within its right to specify that Illinois labor and manufacturing locations be used as a part of the manufacturing process, if applicable. Id. In addition to local preferences and incentives on State contracts, municipalities throughout the state, have local preferences and incentives, including the City of Chicago, Rockford40, Aurora41, and Naperville42.

Offerors that have written policies to conduct business with local businesses from the communities where they conduct business or perform work demonstrate a commitment to diversity.

36 41 U.S.C.A. § 10a
37 https://www.mcguirewoods.com/client-resources/Alerts/2022/3/biden-administration-amends-buy-americanrules 38 30 ILCS 500/45-10
39 30 ILCS 500/45-10
40 https://www.rrstar.com/story/news/2021/01/05/new-rockford-ordinance-could-give-local-companies-legup/4133013001/ 41 https://www.aurorail.org/DocumentCenter/View/4938/Ordinance-18-070 42 https://www.chicagotribune.com/suburbs/aurora-beacon-news/ct-abn-aurora-local-st-0607-story.html

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11 2. Whether the offeror has written policies to employ local persons from the communities where they conduct business or perform work.

The justification for this element is supported by: 1) The federal “Buy American Act”43; 2) Illinois statues which give procurement preference to Illinois businesses over out of state businesses44; and 3) local-based business incentives and preferences given in local governments within the State45.

As previously indicated, The Buy American Act requires Federal agencies to procure domestic materials and products46. Two conditions must be present for the Buy American Act to apply: (1) the procurement must be intended for public use within the United States; and (2) the items to be procured or the materials from which they are manufactured must be present in the United States in sufficient and reasonably available commercial quantities of a satisfactory quality. Id. The provisions of the act may be waived if the head of the procuring agency determines the act to be inconsistent with the public interest or the cost of acquiring the domestic product is unreasonable. Id. Contracts awarded by State and local authorities under the Federal grant programs are not covered by the act unless authorizing statutes explicitly provide for application of the act. Id.

The City of Chicago, specifically, has an ordinance called the McLaughlin Ordinance which establishes a minimum number of hours to be performed by City Residents as well as a minimum number of hours to be performed by Project Area residents47.

The Ordinance defines “City residents” as persons domiciled within the City of Chicago and "Project Area residents" as persons domiciled within that part of the city designated as the Project Area in the information for bidders issued by the Department of Procurement Services ("DPS"). Id.

The McLaughlin Ordinance provides that for any construction project advertised or awarded by the City that has an estimated contract value of $100,000 or more, and where not otherwise prohibited by federal, state or local law, the total hours worked by persons on the site of the construction project by employees of the contractor and subcontractors must be performed (i) at least 50% by City Residents; and (ii) at least 7.5 percent by Project Area residents. Id. Work hours performed by Project Area residents must be considered to be work hours performed by City Residents for purposes of calculating the minimum work hour percentage required to be performed by City Residents. Id.

The City’s McLaughlin Ordinance requires City bidders to employ local (ie, City residents and/or project area residents) persons from the communities where they conduct business or perform work. Id. The commitment to diversity of City bidders is determined, in part, by their employment of local persons on construction

43 Buy American Act, § 2, 41 U.S.C.A. § 10a
44 30 ILCS 500/45-45 (Illinois gives preference to Illinois small businesses 45 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2016/november/And-MentoringProgram.html; https://www.rrstar.com/story/news/2021/01/05/new-rockford-ordinance-could-give-localcompanies-leg-up/4133013001/; https://static1.squarespace.com/static/60920e1305a969537629ed5c/t/61130ac303bf4a3914d3d135/162863789351 6/Jackson+Park+-+Workforce+Flyer+v3.pdf
46 Buy American Act, § 2, 41 U.S.C.A. § 10a
47 City of Chicago Municipal Code Section 2-92-330

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12 projects that have an estimated contract value of $100,000. Id. City bidders that are required to hire local persons from the communities where they conduct business or perform work tend to hire more local persons and stimulate economic development in those communities. Id.

Offerors that have written policies to employ local persons from the communities where they conduct business or perform work demonstrate a commitment to diversity.

IV. Scoring Elements
We prepared a scoring matrix for the State to evaluate and score each proposed element48. The scoring matrix lists each element along the left column, and each factor moving right down a row from the element it evaluates. Id. Underneath each factor is the maximum score that can be given for compliance to that factor. Id. To the far right of each element is a total box, where the scores for each factor should be totaled to determine the score for the element in question. Id. After each factor has been evaluated and each element has been scored, all scores should be combined for a total score for the offeror’s overall commitment to diversity. Id.

It should be noted that each of the proposed elements and factors has been weighted based on its relative importance when compared to the other evaluation elements and factors. While each of the proposed elements and factors is important to determining an offeror’s commitment to diversity, some are deemed more important and may be given greater priority than others, as reflected by the proposed point allocations that we have specified.

V. Administrative Rules
a. Whether or how well the offeror on the solicitation being evaluated, met the goal of contracting or subcontracting with businesses owned by women, minorities, or persons with disabilities
b. The percentage of prior year spend of the offeror that involve businesses owned by women, minorities, or persons with disabilities
c. Whether the offeror has a written supplier diversity program, including, but not limited to, use of diverse vendors in the supply chain
d. Whether the offeror has a program to assist, develop, train and/or mentor businesses owned by women, minorities, or persons with disabilities e. Whether the offeror has an affirmative action program which describes their efforts to recruit, screen, select, pay equitably, and promote diverse individuals who are employed or affiliated with the offeror
f. Whether the offeror has a business development program to assist businesses owned by women, minorities, or persons with disabilities to develop and successfully compete

48 See Exhibit 1

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13 g. Whether the offeror has relationships with Historically Black Colleges and Universities (HBCUs), other diverse institutions and/or their diverse students to help them achieve their educational, future employment and/or business goals
h. Whether the offeror has engaged in activities during the past year that promote and/or support diverse communities and families
i. Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business enterprises.
j. Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.

VI. RFP Commitment to Diversity Section
We prepared a draft RFP Commitment to Diversity Section49. We modified the current RFP Commitment to Diversity language so that it is consistent with our recommendations. Id. Section B.3 has been updated to include our proposed elements, and Section II has been updated to include our proposed elements and evaluation factors. Id. Unlike the current Section, we recommend that a comprehensive, notarized RFP Commitment to Diversity Form be drafted by the State and included in RFPS with diversity requirements for offerors to complete, notarize and submit with their proposals. This form should have clear instructions to offerors and a checklist of required supporting documentation.

VII. Suggested Next Steps for the State of Illinois
We propose the following next steps that would be necessary for the State to implement the proposed elements and evaluation factors:
1) Providing additional definition and guidance for each of the factors. We recommend that the State provide additional information for each of the factors to provide more guidance to the persons who evaluate and score the commitment to diversity forms and required supporting documentation. This guidance will level the playing field by facilitating more objective, consistent, and equitable evaluations by the State. 2) Drafting a comprehensive RFP Commitment to Diversity form/questionnaire with a document checklist. As previously stated, we recommend that a comprehensive, notarized RFP Commitment to Diversity Form be drafted by the State and included in RFPs with diversity requirements for offerors to complete, notarize and submit with their proposals.

This form should have clear instructions to offerors and a checklist of required supporting documentation.
3) Preparing instructions/guidance for the Scoring Matrix document. We recommend that the State prepares a document that includes detailed instructions with specific examples for State agencies. The instructions will provide additional guidance to evaluators on how to use the Commitment to Diversity Scoring Matrix to evaluate and score commitments to diversity from offerors. The instructions would also enable all State agencies to use the Scoring Matrix in the same way, which would facilitate more objective, consistent and equitable evaluations by the State.

49 See Exhibit 2

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14 4) Preparing a memorandum which summarized the applicable caselaw. We recommend that the State prepares a comprehensive and organized legal memorandum, which includes relevant caselaw in Illinois, that summarizes and analyzes relevant laws based on legal research to support each of our proposed elements and factors. 5) Preparing training materials and training key State administrators regarding the Commitment to Diversity RFP evaluation process and related forms/documents. We recommend that the State prepares training materials and train the evaluators from each agency who are expected to evaluate and score commitments to diversity from offerors. The training will help the evaluators to better understand each element and factor, help facilitate their consistent use of the Scoring Matrix within and across agencies, and will promote objective, consistent and equitable evaluations by the State.

VIII. Summary
This concludes our final written report to the State which includes the following information:
additional elements that the State should include in RFPs as a scorable evaluation of a firm’s commitment to diversity; justification and evidence explaining why the proposed elements are best at determining a firm’s commitment to diversity; a scoring matrix; proposed administrative rules; and suggested next steps.

We propose two (2) additional elements to be used by the State to evaluate an offeror’s commitment to diversity on State contracts. Those elements or administrative rules are as follows:
• Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business enterprises
• Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work We have provided justification and/or evidence to support each element and factor. The justification and/or evidence includes: data that we have found in primary and secondary sources from public agencies and private companies; caselaw that promotes the use of race-neutral measures, as cited and proposed in select disparity studies; caselaw, as reflected in the federal regulations (governing the Disadvantaged Business Enterprise or DBE Program) or other applicable federal laws; State and/or local laws; and other publicly available information about diversity programs and initiatives.

We prepared a scoring matrix for the State to evaluate and score each proposed element. The scoring matrix lists each element along the left column, and each factor moving right down a row from the element it evaluates. Underneath each factor is the maximum score that can be given for compliance to that factor. To the far right of each element is a total box, where the scores for each factor should be totaled to determine the score for the element in question. After each factor has been evaluated and each element has been scored, all scores should be combined for a total score for the offeror’s overall commitment to diversity.

After the scoring matrix, we have included the Administrative Rules which include the complete list of proposed elements:
• Whether or how well the offeror on the solicitation being evaluated, met the goal of contracting or subcontracting with businesses owned by women, minorities, or persons with disabilities

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15 • The percentage of prior year spend of the offeror that involve businesses owned by women, minorities, or persons with disabilities
• Whether the offeror has a written supplier diversity program, including, but not limited to, use of diverse vendors in the supply chain
• Whether the offeror has a program to assist, develop, train and/or mentor businesses owned by women, minorities, or persons with disabilities • Whether the offeror has an affirmative action program which describes their efforts to recruit, screen, select, pay equitably, and promote diverse individuals who are employed or affiliated with the offeror
• Whether the offeror has a business development program to assist businesses owned by women, minorities, or persons with disabilities to develop and successfully compete • Whether the offeror has relationships with Historically Black Colleges and Universities (HBCUs), other diverse institutions and/or their diverse students to help them achieve their educational, future employment and/or business goals
• Whether the offeror has engaged in activities during the past year that promote and/or support diverse communities and families
• Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business enterprises.
• Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.

Finally, we end with a list of “next steps” that the State should take, in order to score and evaluate the commitment to diversity from its offerors in a way that promotes and facilitates objective, consistent and equitable evaluations by each State agency and its evaluators.

Thank you for the opportunity to work with the State on this matter. It is our hope that our extensive work will significantly advance diversity on State contracts and positively impact diversity nationwide. Please let us know if you have any questions or feedback regarding any of the issues that we have discussed in this report. Also, please let us know if you would like us to continue our work on this matter pursuant to the recommended next steps that we have outlined herein.

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EXHIBIT 1

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Whether or how well the offeror
on the solicitation being
evaluated, met the goal of
contracting or subcontracting
with businesses owned by
women, minorities, or persons
with disabilities
E1 | 30 pts
Offeror has written policies governing ads for subcontract opportunities and quote solicitations Offeror has written policies evaluating technical capabilities and experience of diverse suppliers Offeror has regular mtgs with businesses that include their receipt of information on “How to do Business” with offeror, etc
Offeror has written procurement policies on how it will promote, develop and/or increase utilization of businesses
Offeror has relationships with agencies and organizations promoting supplier diversity in public and private sectors
Offeror completed & submitted required solicitation forms demonstrating proposed utilization of businesses pursuant to specified instructions 3
Offeror met contract participation goal for businesses owned by women or demonstrated good faith efforts 9
Offeror met contract participation goal for businesses owned by minorities or demonstrated good faith efforts 9
Offeror met contract participation goal for businesses owned by persons with disabilities or demonstrated good faith efforts 9
Percentage of prior year spend by
the offeror with businesses owned
by women, minorities, or persons
with disabilities
E2 | 15 pts
Whether the offeror has a program
to assist, develop, train and/or
mentor businesses owned by
women, minorities, or persons
with disabilities
E4 | 5 pts
Whether the offeror has a written
supplier diversity program,
including, but not limited to, use
of diverse vendors in the supply
chain
E3 | 10 pts
3 Percentage of prior year spend of the offeror exceeds 5% to businesses owned by women, minorities, or persons with disabilities
Percentage of prior year spend of the offeror exceeds 10% to businesses owned by women, minorities, or persons with disabilities
Percentage of prior year spend of the offeror exceeds 20% to businesses owned by women, minorities, or persons with disabilities
Percentage of prior year spend of the offeror exceeds 30% to businesses owned by women, minorities, or persons with disabilities
3+
3+
6+
Offer to provide debriefings to unsuccessful diverse suppliers 2 Offeror has technical assistance programs to assist businesses Offeror has a management assistance program to assist businesses Offeror has a Mentor-Protégé program
1 1
1 1
1 2
5 1

COMMITMENT TO DIVERSITY SCORING MATRIX
State ofIllinois Diversity Practices

ELEMENTS FACTORS MAX

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Whether the offeror has an
affirmative action program
which describes their efforts to
recruit, screen, select, pay
equitably, and promote diverse
individuals who are employed or
affiliated with the offeror
E5 | 10 pts 2
Offeror has a high-level executive at the company for at least 6 months Offeror has a written Equal Employment Opportunity (EEO) policy 2 1
3 Percentage of offeror’s non-management employees who are women, minorities, or persons with disabilities 2
Offeror has a written affirmative action program
Percentage of members of offeror’s governing board, sr. executives and managers who are women, minorities or persons with disabilities
Whether the offeror has a
business development program
to assist businesses owned by
women, minorities, or persons
with disabilities to develop and
successfully compete
E6 | 5 pts
Offer to provide debriefings to unsuccessful diverse suppliers 2 Offeror has technical assistance programs to assist businesses 3 Whether the offeror has
relationships with Historically Black
Colleges and Universities (HBCUs),
other diverse institutions or schools
and/or their diverse students to
help them achieve their
educational, future employment
and/or business goals
E7 | 5 pts
Offeror has a program that offers grants, scholarships etc. to HBCU or diverse students 3 Offeror has a program that provides paid internships and/or employment to HBCU or diverse students 2

COMMITMENT TO DIVERSITY SCORING MATRIX
State ofIllinois Diversity Practices

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Whether the offeror has written
policies to conduct business with
veteran-owned businesses and
LGBTQ business enterprises
E9 | 7.5 pts
Offeror supports building rental or for-sale affordable housing for diverse individuals 1 Offeror has mentoring or sponsorship program for diverse employees or hires from diverse communities 3 Offeror has other significant programs or initiatives that promote diverse communities and families 1 Offeror has written policies to conduct business with veteran-owned businesses 3.75 Offeror has written policies to conduct business with LGBTQ businesses enterprises 3.75 Whether the offeror has
engaged in activities during the
past year that promote and/or
support diverse communities
and families
E8 | 5 pts
Whether the offeror has written
policies to conduct business with
local businesses and employ local
persons from the communities where
they conduct business or perform
work
E10 | 7.5 pts
Offeror conducts business with local businesses where they conduct business or perform work 3.75 Offeror employs local persons from the communities where they conduct business or perform work 3.75

TOTAL SCORE

COMMITMENT TO DIVERSITY SCORING MATRIX
State ofIllinois Diversity Practices

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EXHIBIT 2

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COMMITMENT TO DIVERSITY GUIDANCE
1 SELECTION OF VENDOR
B.1. The State may award to the most responsive and responsible. Offeror whose Offer best meets the below criteria.

B.2. The State determines how well Offers meet the responsiveness requirements. The State ranks Offers, without consideration of price, from best to least qualified using a point ranking system (unless otherwise specified) as an aid in conducting the evaluation. Offerors who receive fewer than the minimum required technical points, if applicable, will not be considered for price evaluation and award.

B.3. Section 30 ILCS 500/20-15 of the Illinois Procurement Code requires Offerors to show a demonstrated commitment to diversity. There are three parts to each proposal – technical, commitment to diversity, and pricing. Each part of the proposal is evaluated and ranked independently of the other parts of the proposal.

The evaluation results shall be used in ranking of proposals.

B.3.1 The commitment to diversity points are equivalent to 20% of the technical points.

B.3.2 Offerors should provide evidence supporting their commitment to diversity using the Commitment to Diversity form found in _________________.

B.3.3 Commitment to Diversity Elements:

Element I Whether or how well the offeror on the solicitation being evaluated, met the goal of contracting or subcontracting with businesses owned by women, minorities, or persons
with disabilities
Element II The percentage of prior year spend by the offeror with businesses owned by women, minorities, or persons with
disabilities.

Element III Whether the offeror has a written supplier diversity program, including, but not limited to, use of diverse
vendors in the supply chain.

Element IV Whether the offeror has a program to assist, develop, train and/or mentor businesses owned by women, minorities, or persons with disabilities.

Element V Whether the offeror has an affirmative action program which describes their efforts to recruit, screen, select, pay equitably, and promote diverse individuals who are
employed or affiliated with the offeror.

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COMMITMENT TO DIVERSITY GUIDANCE
2 Element VI Whether the offeror has a business development program to assist businesses owned by women, minorities, or persons with disabilities to develop and successfully compete.

Element VII Whether the offeror has relationships with Historically Black Colleges and Universities (HBCUs), other diverse institutions and/or their diverse students to help them achieve their educational, future employment and/or business goals.

Element VIII Whether the offeror has engaged in activities during the past year that promote and/or support diverse communities and families.

Element IX Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business
enterprises.

Element X Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.

B.4. If the State does not consider the price to be fair and reasonable and negotiations, fail to meet an acceptable price, the State reserves the right to cancel the award and take appropriate action to meet the needs of the State. The State determines whether the price is fair and reasonable by considering the Offer, including the Offeror’s qualifications, the Offeror’s reputation, all prices submitted, other known prices, the project budget, and other relevant factors.

B.5. The responsiveness elements that the State evaluates without consideration of price, their relative weights in point format, and any minimum point requirements are denoted below.

B.5.1. The total number of points for technical and commitment to diversity is 780.

B.5.2. TECHNICAL ELEMENTS
Click here to enter text.

B.5.3. COMMITMENT TO DIVERSITY ELEMENTS
Click here to enter text.

B.6. The total number of points for Price is 220. The State will determine Price points using the following formula:

Maximum Price Points X (Lowest Price/Offeror’s Price) = Total Price Points

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COMMITMENT TO DIVERSITY GUIDANCE
3 B.7. The maximum number of points is 1000. (Technical 650 + Commitment to Diversity 130 + Price 220).

Section I – Instructions
Please read this entire form and provide the requested information as applicable and per the instructions. Only the prime vendor’s commitment to diversity will be evaluated. All signature areas contained in this form and requested attachments should be completed in full and submitted with the technical response.

Section II – Commitment to Diversity Category Selection  Element I (30 points available)
Whether or how well the offeror on the solicitation being evaluated, met the goal of contracting or subcontracting with businesses owned by women, minorities, or persons with disabilities.
 Whether the offeror completed and submitted all required solicitation forms demonstrating its proposed utilization of businesses owned by women, minorities, or persons with disabilities, pursuant to the specified instructions  Whether the offeror met the contract participation goal for businesses owned by women or demonstrated good faith efforts to meet the goal  Whether the offeror met the contract participation goal for businesses owned by minorities or demonstrated good faith efforts to meet the goal  Whether the offeror met the contract participation goal for businesses owned by persons with disabilities or demonstrated good faith efforts to meet the goal  Element II (15 points available)
The percentage of prior year spend by the offeror with businesses owned by women, minorities, or persons with disabilities.
 Whether the percentage of prior year spend of the offeror exceeds 5% to businesses owned by women, minorities, or persons with disabilities  Whether the percentage of prior year spend of the offeror exceeds 10% to businesses owned by women, minorities, or persons with disabilities

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COMMITMENT TO DIVERSITY GUIDANCE
4  Whether the percentage of prior year spend of the offeror exceeds 20% to businesses owned by women, minorities, or persons with disabilities  Whether the percentage of prior year spend of the offeror exceeds 30% to businesses owned by women, minorities, or persons with disabilities  Element III (10 points available)
Whether the offeror has a written supplier diversity program, including, but not limited to, use of diverse vendors in the supply chain.
 Whether the offeror has written policies governing its advertisement of subcontract opportunities and solicitations of quotes
 Whether the offeror has written policies to evaluate the technical capabilities of diverse suppliers to ensure they are not unfairly disadvantaged in the bidding process and there is adequate competition
 Whether the offeror has partnerships, memberships or other types of relationships with the National Minority Supplier Development Council, the Women’s Business Enterprise National Council, including any of their affiliates, Assist Agencies and/or other organizations that promote supplier diversity in the public and private marketplaces
 Whether the offeror has regular meetings and/or networking events with businesses owned by women, minorities, or persons with disabilities that includes their receipt of information on “How to do Business” with the offeror, persons who small businesses can contact regarding contracting opportunities, and information relating to the offeror’s annual or semi-annual contracting forecasts
 Whether the offeror has written procurement policies on how it will promote, develop and/or increase its utilization of businesses owned by women, minorities, or persons with disabilities which include, but is not limited to, prompt payment requirements, contract unbundling procedures and target market opportunities for small, diverse businesses
 Element IV (5 points available)
Whether the offeror has a program to assist, develop, train and/or mentor businesses owned by women, minorities, or persons with disabilities.  Whether the offeror provides debriefings to unsuccessful diverse suppliers that seek subcontract or joint venture contracting opportunities with the offeror

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COMMITMENT TO DIVERSITY GUIDANCE
5  Whether the offeror has a technical assistance program to assist businesses owned by women, minorities, or persons with disabilities obtain technical assistance, such as bid preparation, certification application assistance, estimating, loan application assistance, financial literacy counseling, grant application assistance, technology services, and compliance to governmental policies and regulations  Whether the offeror has a management assistance program to assist businesses owned by women, minorities, or persons with disabilities obtain management assistance, such as industry-specific strategies for success, business plan preparation and review, marketing, business incubation, inventory management, bookkeeping and accounting, project management, and mentoring, training and/or coaching
 Whether offeror has a Mentor-Protégé program that includes, at a minimum, formal program guidelines, written development plan requirements, as well as, a long-term and specific commitment between the parties (of at least one year).  Element V (10 points available)
Whether the offeror has an affirmative action program which describes their efforts to recruit, screen, select, pay equitably, and promote diverse individuals who are employed or affiliated with the offeror.
 Whether the offeror has a written affirmative action program that includes, at a minimum, a workforce analysis, job group analysis, utilization analysis and placement goals
 Whether the offeror has a high-level executive (i.e., Chief Diversity Officer, Chief Equity Officer, Vice President Diversity) who has been the point person for diversity, equity and inclusion initiatives at the company for at least six (6) months  Whether the offeror has a written Equal Employment Opportunity (EEO) policy, which includes affirmative obligations and pay equity policies  Percentage of members of the offeror’s governing board, senior executives, and managers who are women, minorities, or persons with disabilities  Percentage of the offeror’s non-management employees who are women, minorities, or persons with disabilities

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COMMITMENT TO DIVERSITY GUIDANCE
6  Element VI (5 points available)
Whether the offeror has a business development program to assist businesses owned by women, minorities, or persons with disabilities to develop and successfully compete.  Whether the offeror has entered into any joint venture relationships or partnerships during the past year to assist businesses owned by women, minorities, or persons with disabilities in enhancing their experience, expertise and capabilities to facilitate their participation on larger projects as prime contractors/consultants  Whether the offeror on the solicitation being evaluated, assisted businesses owned by women, minorities, or persons with disabilities within the past year in obtaining lines of credit, insurance, equipment, supplies, materials, or related assistance or services
 Element VII (5 points available)
Whether the offeror has relationships with Historically Black Colleges and Universities (HBCUs), other diverse institutions and/or their diverse students to help them achieve their educational, future employment and/or business goals.
 Whether the offeror has a program that offers grants, scholarships, loans or other types of financial assistance to HBCU or diverse students  Whether the offeror has a program that provides paid internships and/or employment to HBCU or diverse students
 Element VIII (5 points available)
Whether the offeror has engaged in activities during the past year that promote and/or support diverse communities and families.
 Whether offeror supports building rental or for-sale affordable housing for diverse individuals
 Whether the offeror has a mentoring or sponsorship program for diverse employees or individuals from diverse communities
 Whether the offeror has other significant programs or initiatives that promote and/or support diverse communities and families

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COMMITMENT TO DIVERSITY GUIDANCE
7  Element IX (7.5 points available)
Whether the offeror has written policies to conduct business with veteran-owned businesses and LGBTQ business enterprises.
 Whether the offeror has written policies to conduct business with veteran-owned businesses
 Whether the offeror has written policies to conduct business with LGBTQ businesses enterprises
 Element X (7.5 points available)
Whether the offeror has written policies to conduct business with local businesses and employ local persons from the communities where they conduct business or perform work.  Whether the offeror conducts business with local businesses where they conduct business or perform work
 Whether the offeror employs local persons from the communities where they conduct business or perform work
Section III – Signature
The undersigned certifies that the statements set forth in this document are true and correct, except as to matters therein stated to be on information and belief and as to such matters the undersigned certifies as aforesaid that he or she verily believes the same to be true.

Signature: Date:

Printed Name: Title:

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EXHIBIT 15

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Proposal For CITY OF CUDAHY
Cannabis Consulting Services
In Response to:

Request for Proposal – Cannabis Consulting Services
Attachment B Page 744 of 909
City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023
Page i
January 20, 2023
City of Cudahy
C/O: Office of the City Clerk
5220 Santa Ana Street
Cudahy, CA 90201
Attn: Juan Arauz
Director of Community Development
Subject: RFP – Cannabis Consulting Services
Re: City of Cudahy Request for Proposal - Cannabis Consulting Services

Dear Mr. Arauz:

SCIConsultingGroup (“SCI”) and The Pun Group LLP, (collectively known as “the SCI Team”) are pleased to submit this proposal in response to the City of Cudahy’s (“City”) Request for Proposal for cannabis-related consulting and implementation services. We understand Cudahy voters recently approved Measure BA which amended Cudahy Municipal Code Chapter 5.30 authorizing and regulating up to two (2) retail storefront cannabis businessesin the City and established a Cannabis Retailer Tax. SCI proposes to provide the complete suite of services necessary for a successful local cannabis program implementation, as fully described in our Scope of Work, including:

1. Application Process Development

2. Compliance Monitoring

3. Application Evaluation

4. Optional Services
SCI is one of California’s top local cannabis policy consulting firms as well as one of the State’s top firms for implementing tax programs in general (fire services, parks and recreation, local infrastructure, etc.) We have assisted with regulated cannabis policy and implementation for over 30 California municipalities overthe past five years. We believe our expert knowledge of the local California cannabisindustry coupled with our broad experience providing municipalities with regulation, implementation, tax consulting, public opinion research (polling) and tax-related community outreach consulting services, will serve the City well.

We look forward to the opportunity to assist the City with thisimportant project. If you have any questions or require additional information, please do not hesitate to contact me. I can be reached via e-mail at [email protected] or on my cell phone at (707) 208-0940.

Sincerely,
John Bliss, P.E.

President, SCI Consulting Group
4745 Mangels Blvd.

Fairfield, CA 94534

I HAVE READ UNDERSTOOD, AND AGREED TO ALL STATEMENTS IN THIS REQUEST FOR PROPOSALS

AND ACKNOWLEDGE RECEIPT OF ALL ADDENDUMS/AMENDMENTS AS WELL AS TO THE TERMS, CONDITIONS, AND ATTACHMENTS REFERENCED.

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City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023
Page ii
Table of Contents
Executive Summary.................................................................................................... 1 Contact Information.................................................................................................................. 1 Project Approach........................................................................................................ 2 Task 1: Application Process Development ................................................................................ 2 Task 2: Compliance Monitoring................................................................................................. 3 Task 3: Application Evaluation .................................................................................................. 6 Optional Services....................................................................................................................... 7 Timeline..................................................................................................................................... 9 Firm Qualifications................................................................................................... 10 SCI Consulting Group...............................................................................................................10 The Pun Group.........................................................................................................................12 Proposer Qualifications and Experience.................................................................... 14 Relevant Experience................................................................................................................14 Office Locations.......................................................................................................................15 Proposed Personnel ................................................................................................. 16 SCI Consulting Group...............................................................................................................16 Sub-Contractor (The Pun Group).............................................................................................17 References............................................................................................................... 19 Fee Schedule ............................................................................................................ 21 False Claims, Debarment and Civil Litigation History ................................................. 22 Conflict of Interest Disclosure Statement.................................................................. 26

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City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

Page 1 ends

Executive Summary
The SCI Team is committed to providing cannabis consulting services to the City of Cudahy, with the goal of implementing a transparent and equitable cannabis application process that limits the risk of legal risk often associated with this process. Our initial vision for the work is to closely collaborate with City staff to develop a fair and effective application process and implement a compliance program that promotes public safety and encourages responsible cannabis businesses to operate in the City. Our team will conduct a detailed review of the City’s adopted regulations, analyze best practices from other municipalities, and provide education and resources to City officials and the community.

Our team has extensive experience in the cannabis industry, including working with municipalities on regulatory development and compliance, as well as a deep understanding of the legal and financial considerations surrounding the cannabis industry. Overall, our goal is to provide the City of Cudahy with the expertise and support it needs to create a safe, successful, and equitable cannabis industry that protects the rights and interests of all stakeholders, including the local community. With our team’s leadership, we are confident in our ability to guide the City through this complex process in a collaborative and effective manner.

Contact Information
John W. Bliss, P.E., President
SCIConsultingGroup
Phone 707-430-4300
Mobile 707-208-0940
Email [email protected]
4745 Mangels Blvd., Fairfield, CA 94534

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City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

Page 2 ends

Project Approach
The SCI Team employs deadline driven project management. Tasks are assigned to an individual or teams along with deadlines and these deadlines must be met. We utilize MS Teams, and MS Outlook as our primary tools for communication. The SCI Team has long-standing internal quality control processes in place, including internal standards and peer review. For this project, Kyle Tankard, will provide peer review for all deliverables to maintain quality.

SCI Team will conduct a project kick-off meeting with City staff to establish project priorities and goals, communication protocols and timelines. Further, we will gather and review all applicable information needed to perform the required tasks. SCI will be available to meet via teleconference call on a regular basis.

Task 1: Application Process Development
Working with City staff, SCI will develop and design a merit-based application process for the evaluation, ranking, and selection of retail cannabis applicants. Our goal for this task is to provide the City with a fair model of selection that is consistent with requirements outlined in CMC Chapter 5.30 and favors equity, community safety, longevity, and sustainability.

SCI has thoroughly reviewed CMC Chapter 5.30 and understands that the City has established 4- phase, merit-based evaluation process that consists of the following phases:
 Phase 1: Application Submittal
 Phase 2: Determination of Eligibility
 Phase 3: Application Evaluation
 Phase 4: Permit Issuance
SCI will develop a comprehensive application package, which includes application forms, application procedures and guidelines, Live Scan/background check forms, and any other required documents. The application procedures and guidelines will detail the instructions for submitting a commercial cannabis application, outline the process in which applications will be reviewed and scored, and include the evaluation criteria. In addition, SCI will work with City to develop an internal evaluation rubric and scoring template that is consistent with CMC Chapter 5.30 and incorporates industry best practices, and will serve as the foundation for Task 3, below.

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City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

Page 3 ends

Furthermore, SCI understands that the voter approved Initiative established a ninety (90) day window to develop and publish the City's application process and related materials. In order to ensure the City meets the March 20, 2023 deadline, SCI will assist City staff with publishing the necessary materials. Additionally, SCI will provide recommendations for website development and advertising the application period to ensure that all eligible applicants are aware of the opportunity to apply.

Deliverables:
 Develop application and selection process
 Develop and design application package
 Develop internal evaluation rubric and scoring template  Assistance with publishing application material
 Recommendations for website development and advertisement Task 2: Compliance Monitoring
Building Plan Checks
SCI will perform Building Plan Check reviews as a part of applicant tenant improvement submittals to verify compliance with the approved cannabis application and local and State cannabis laws.

SCI will provide the City with a written letter detailing any recommendations and corrections for each applicant. SCI will provide follow up plan check reviews for corrected or amended building plans submitted to the City. SCI shall complete Building Plan Check reviews within seven business days of receiving building plans from the City.

Deliverables:
 Building Plan Check review for compliance with submitted application and local and State cannabis laws
 Written letter detailing any recommendations and corrections  Follow up review as needed
Onsite Facility Inspections
SCI provides comprehensive pre-operating compliance reviews of cannabis businesses and onsite compliance inspections of facilities and operations, including documentation and reporting of the various cannabis licensee entities for multiple municipalities throughout California. For this task, SCI will provide comprehensive onsite facility inspections for each commercial cannabis business and report to the City the results of inspections relative to the City’s local regulations and ordinances, conditions of approval, staff-directed priorities and preferences, and State law. SCI’s monitoring and compliance efforts will satisfy the most rigorous requirements and at the same time, provide a successful platform for the cannabis businesses.

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Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

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In collaboration with the City, SCI will prepare an inspection checklist for each cannabis activity.

Prior to conducting each inspection, SCI will prepare notification to the businesses to schedule inspections. Following the inspection, SCI will provide the City with a written report detailing the results of the compliance inspection including photo documentation of any violations. SCI will provide follow-up support to the City and cannabis businesses to provide recommendations to address and correct any deficiencies.

Among the elements and activities SCI will monitor are as follows:
 Product: Inventory management, seed-to-sale tracking, packaging and labeling verification, product testing protocols, etc.
 Record Retention: Review and confirm employee records, business records, tax information records, transportation manifests, video surveillance retention, equipment certifications, training programs and safety programs.
 Security and Surveillance: Verify video surveillance equipment, camera placement, alarm systems, locks, facility access control, security guards, occupational badges, and other security and safety processes.
 Facility Compliance: Verify facility’s operational compliance including waste management, odor control, pesticide and solvent storage, signage, cash handling procedures, product shipment and receival procedures, etc.

The SCI Team is available to begin onsite compliance inspections for operational cannabis businesses upon execution of the contract. We understand the timeline for operation will be unique to each business as they navigate through the local permitting and State licensing process and buildout phase. The SCI Team will maintain the flexibility to conduct the first inspection once operational. If additional inspections are requested by the City, they will be scheduled proportionately throughout the year.

Deliverables:
 Conduct onsite facility inspections
 Provide written report detailing the findings of inspections  Provide follow-up support and recommendations
Financial Audits
The SCI Team, led by the David Siris of The Pun Group for this task, will provide comprehensive annual auditing of cannabis businesses in order to ensure that the City receives full payment of all Measure BA taxes, and ensuring compliance with applicable laws.

We will perform the following steps to deliver the services requested by the City:

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Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

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Cannabis
Business Gross
Receipts
• Evaluate consistency between gross receipts and other information reported on financial statements to what was reported to the CDTFA for sales and use tax, cannabis excise tax, and/or cultivation tax.
• Evaluate consistency between gross receipts reported on financial statements to gross receipts reported to the City.

Collection and
Audit
of any Cannabis
Tax
• Ensure each cannabis facility is complying with applicable portions of the City’s Code and is submitting the true amount of gross receipts and tax. • Review business license tax returns submitted by the business and collected by the City and compare to each business’s records for the time period identified by the City to determine accuracy and timeliness of gross receipts returns filed with the City.
• Trace and verify the gross receipts reported on the quarterly gross receipts returns prepared by the business to gross receipts recorded in the business’s accounting records to verify that these were in accordance with the City’s regulations. • Verify reasonableness of reported revenues
• We will issue all reports to the City in accordance with applicable standards from generally accepted auditing standards (GAAS).
• The report for each cannabis business license tax audit will include the following information:
• The overall conclusion of whether or not the cannabis business paid all required business license taxes and fees for the time period specified. • Any exceptions, errors, or areas of noncompliance were identified as a result of the procedures performed. This includes any significant deficiency in the design or operation of the internal control structure, including but not limited to the following areas: cash handling, inventory control, point of sale systems, and any other areas that the auditor deems necessary for purposes of accurately reporting business license taxes due to the City.
• Express an opinion regarding the taxes remitted to the City by the cannabis business, or state that an opinion cannot be expressed in the auditor’s report. If the Firm concludes, it cannot express an overall opinion. The engagement team will state the reasons, therefore, in the auditor’s report.
• Examine records and documentation that demonstrates that all cannabis goods have been obtained from, and are provided to, other licensed cannabis businesses and that details all the revenues and expenses, and assets and liabilities of the business.
• Examine books of account, invoices, copies of orders and sales, shipping instructions, bills of lading, weigh bills, bank statements including canceled checks and deposit slips, and all other records necessary to show all transactions of the cannabis business.

State Rule
Making
Interpretation
and
Implementation
• Check for compliance with the latest officially approved state regulations for cannabis businesses across the supply chain. Licensees are required to comply with all rules and regulations pertaining to their license type, as well as follow all other applicable state laws.

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Deliverables:
 Prepare and send notification letters to each cannabis business  Annual Financial Audit and Audit Report for each cannabis business  Guidance on State Rule Making Interpretation and Implementation Subject Matter Expertise and Technical Support
SCI will provide the City with ongoing technical and cannabis policy expertise. The SCI team will monitor the evolving State regulations and provide policy updates and industry best practices to the City and cannabis businesses to ensure continued compliance with State and local law.

Task 3: Application Evaluation
For this task, SCI will manage the processing of commercial cannabis retail applications, including completing a merit-based evaluation process for applicants. SCI has thoroughly reviewed the CMC Chapter 5.30 and understands that the City has established a four-phase, merit-based evaluation process for the selection of two (2) retail cannabis businesses.

Phase One: Application Submittal (30 days)
Once the application materials have been published and released to the public, the City should expect to receive questions from prospective applicants regarding preparing and submitting their applications to the City. During this phase of the application, it is very important that the City is prepared to provide timely and transparent responses that are consistent with the City’s application procedures and guidelines developed in Task 1. SCI will provide assistance to City Staff associated with fielding and responding to applicant questions and associated publishing of an active FAQ section to the City’s Website.

Deliverables:
 Assistance fielding and responding to applicant questions  Assistance preparing and publishing an active FAQ section to the City website Phase Two: Determination of Eligibility (60 days)
City staff will be responsible for determining the eligibility of each applicant, the review of applications for completeness, and conducting background checks as outlined in CMC Section

5.30.070(3). SCI is available to provide support to City staff with determining the minimum eligibility requirements and conducting backgrounds checks if necessary. Applications that are determined complete will be transmitted to SCI for Phase Two: Application Evaluation. SCI will develop a protocol and process for transmitting application documents to SCI.

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Deliverables:
 Assistance reviewing applications for completeness
 Assistance with determining eligibility of applicants  Assistance with background checks
Phase Three – Application Evaluation (90 days)
SCI will independently review, evaluate, and score each application based on the process and evaluation criteria established in Task 1, above. Once completed, SCI will prepare a written report detailing the results of the application scoring. In addition, for each application, a scoring sheet with comments justifying the scores for each evaluation criteria will be provided to the City. SCI will ensure that the application review is completed and finalized deliverables are submitted to the City within 75 days.

Deliverables:
 Review, evaluate, and score each application based on the evaluation criteria  Prepare a scoring spreadsheet for each applicant
 Prepare report with final rankings
Phase Four – Permit Issuance
SCI will assist the City with issuing Commercial Cannabis Permits to the highest ranking applicants.

Deliverables:
 Assist with permit issuance.

Optional Services
Cost Recovery Analysis
The SCI Team will provide engineering services in developing the fees for commercial cannabis regulation in the City. The goal is to establish a reliable, robust cannabis fee structure that provides, full cost recovery to the City, is supported by the community and the local cannabis industry, is Proposition 26 justifiable, and adheres to all State and local regulations.

These fees can be used to fund the costs of administering and enforcing the regulations, including the cost of reviewing and approving applications, inspecting businesses, and enforcing compliance with the regulations. Cannabis fees can also be used to cover the costs of implementing and maintaining a regulatory system, such as the development of regulations, the training of staff, and the maintenance of records and databases.

The basic cannabis related regulatory fees are:

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• Application Fees
• Application Renewal
• Annual Regulatory Fee (also commonly known as a “Cannabis Business Permit Fee”)
• Miscellaneous Tasks - Background Checks, Plan Checks, etc.

The costs incurred for both application steps and renewal, are dictated by the process developed in application process, as described above. The costs of the annual regulatory fee are dictated by the specifics of the City’s regulatory ordinance as well as the development of the monitoring and compliance strategy.

The first step for developing the specific fees is to work with the City to establish administrative process flow documentation for each fee, based upon specific requirements in the City’s cannabis ordinance, as well as standard City processes. Next, this process flow is divided into discrete tasks within a spreadsheet with the associated time increment required to conduct them for each staff position type and hourly rate. Finally, this data is analyzed to ensure that all costs are covered, and a final fee rate is established. All fees are for cost recovery of actual costs and do not generate new general fund revenue. They must be developed consistent with Proposition 26.

The final deliverable products for this project includes a comprehensive Fee Study Report based upon rigorous and detailed engineering analysis that will include equitable and defensible allocation of project costs among all fee types.

Deliverables:
• Cost recovery fee study
• Prepare resolution, staff report, and supporting documentation for Council adoption
Background Checks
SCI is qualified to conduct criminal background checks for every applicant (including owners and other representatives of the applicant). The background check is intended to supplement Staterequired Live Scan fingerprint check. On average, the results for background checks 1-3 business days.

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Timeline
1 Application Process Development
2 Application Review
3 Cost Recovery Analysis (Optional)
Cost Recovery Analysis (February 7 -July 21, 2023 ) - 24 Days Application Phase 4: Permit Issuance (July 7 -July 21, 2023 ) - 14 Days City of Cudahy - Tentative Timeline (With Optional Tasks) Application Phase 1: Application Submittal (March 20 -April 19, 2023) - 30 Days Application Phase 2: Determination of Eligibility (April 19 - May 4, 2023) - 15 days Application Phase 3: Application Review (May 4 - July 7, 2023) - 64 Days Feb 23 Mar 23 Apr 23 May 23 Jun 23 Jul 23
Application Process Development (February 7 - March 20, 2023)

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Firm Qualifications
SCI Consulting Group
SCI is a public finance and urban economic consulting firm with over 35 years of expertise in assisting public agencies in California with developing policy, and planning, justifying, and successfully establishing new revenues(taxes, fees, assessments, regulations) for their service and capital improvement needs and objectives and managing special levies.

SCI provides cannabis-related advice and broad consulting services to a variety of public agencies in California, including community support analysis, ordinance development, fee studies, taxation, implementation, application process development, application review and scoring, monitoring and compliance, business tax auditing, community outreach and engagement, and social equity consulting.

We were perhaps the very first consulting firm to provide a full suite of local cannabis policy implementation services to California municipalities and developed the “6 Key Elements of Cannabis Implementation” approach that is the standard today:

1. Community Research and Outreach (Meetings & Surveys)

2. Health and Safety & Land Use Regulations (Ordinance(s))

3. Full Cost Recovery (Regulatory Fees)

4. Revenue (Taxation Ballot Measures)

5. Local Industry Selections (Application and Selection Process)

6. Monitoring and Compliance
And more recently, we have added, and become a State leader in:

7. Social Equity (We are currently providing these services to Adelanto, Richmond, Palm Springs, Santa Rosa, and Stockton)

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Our core philosophy and approach towards the implementation of local cannabis policy is more broadly balanced than that of our competitors. Our philosophy comes from our genesis as a solution-based engineering firm that has evolved and developed in-house expertise in public policy, community outreach, and social equity. Although our quantitative and regulatory rigor, and attention to detail, are unsurpassed, we balance this with realistic approaches to a real-world challenge, fully understanding and supporting the City’s challenging transition into a regulated and legal cannabis business arena. Hence, SCI balances enforcement of local and State code along with the need to support viable cannabis businesses and to shepherd non-compliant businesses into a safe and regulated environment.

Over the last seven years, SCI has emerged as one of California’s premier local cannabis policy firms offering a full range of “one-stop-shop” services in support of the successful implementation of regulated cannabis business within a City or County. However, as we emphasized above, our approach is different that our competitors as we “balance enforcement of local and State code along with the need to support viable cannabis businesses and to shepherd non-compliant businesses into a safe and regulated environment.” We are currently under contract to provide cannabis-related consulting services to:

City of Adelanto City of Coalinga
City of Colfax City of Dunsmuir
City of Fairfield City of Fontana
City of Lompoc City of Merced
City of National City City of Nevada
City of Richmond City of San Bernardino
City of Santa Rosa City of Shasta Lake
City of Stockton City of West Hollywood
County of San Benito County of San Diego
Please let us know if you would like contact information for any of these current clients, and/or a list of clients we have completed all project work.

Further, SCI has extensive experience with cannabis application process development and the merit-based review and evaluation of applications for local municipalities in California. Most notably in 2018, SCI served as one of the five panelists selected to independently review and score over 300 retail permit applications for the City of West Hollywood. In a three month period, SCI reviewed over 20,000 pages and individually scored each application. SCI’s services helped create an exciting future for commercial cannabis in West Hollywood, where permits were awarded to 36 exciting business concepts that industry experts agree will together form the world’s premier cannabis retail experience. In addition, SCI has provided application development and evaluation services to the Cities of Colfax, Dunsmuir, El Monte, Fontana, National City, Nevada City, Lompoc, San Bernardino, San Carlos, and the County of San Benito.

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SCI has considerable experience developing cannabis compliance programs for local municipalities in California. Beginning in 2017, SCI conducted some of the first onsite cannabis compliance inspections in the State of California for the City of Coalinga. Since then, SCI has expanded its services to the Cities of Colfax, Dunsmuir, Fairfield, Merced, Salinas, San Bernardino, Shasta Lake, and Woodlake. To date, SCI has conducted over 600 on-site compliance inspections for various cannabis businesses including cultivation, distribution, manufacturing, and retail.

The Pun Group
The Pun Group LLP, Certified Public Accountants, and Business Advisors, founded in 2012, is a limited liability partnership. We are a full-service accounting firm comprised of forty (40) professionals providing auditing, accounting, and advisory services to our clients. Our Governmental Division consists of thirty-five (35) full-time individuals. The Firm has no part-time employees. The Firm’s headquarters located in Orange County, California, with four branches in San Diego (California), Walnut Creek (California), Las Vegas (Nevada), and Phoenix (Arizona).

The combination of our hands-on experience and practical knowledge exercised by our audit professionals makes the Firm unique in our field. Our technical expertise and thorough understanding of current regulations and issues—along with the Firm’s commitment to hard work, integrity, and teamwork on every engagement—enable us to help our clients succeed.

Our Partners’ Group—which includes Kenneth H. Pun, Coley Delaney, Frances J. Kuo, Kenneth A.

Macias, Vanessa I. Burke, John F. Georger, Jr., Gary M. Caporicci, and Heidy K. Chow—provide auditing, accounting, and advisory services to numerous governmental entities throughout the United States. With more than two hundred (200) years of combined experience in the industry, we have become a trusted business partner and are well-respected as leaders in the industry in one of the fastest-growing firms. With nearly 100 government and not-for-profit audit clients, our Partners have a real passion for the industry and believe we are unmatched regarding our municipal experience.

The Pun Group LLP is an independent member of Allinial Global, an association of over 100 independent accounting and consulting firms. Based in North America, Allinial Global offers international support by connecting its member firms to providers and global networks of accounting firms worldwide.

In 2018, The Pun Group teamed up with a Canadian Certified Public Accounting Firm to provide professional auditing services to a Los Angeles base Cannabis business (Cultivator and Distributor) to assist them in their Initial Public Offering (IPO) process.

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Furthermore, The Pun Group LLP has performed numerous audits of organizations subject to financial and compliance audits. These audits were performed under auditing standards generally accepted in the United States, Government Auditing Standards, Uniform Guidance (formerly known as OMB Circular A-133), and its Compliance Supplement (when applicable), Office of the State Controller’s Minimum Audit Requirements and Reporting Guidelines. The Pun Group currently provides cannabis business tax audits for the Cities of Fairfield, Salinas, San Bernardino, and Stockton.

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Proposal for Cannabis Consulting Services
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Proposer Qualifications and Experience
The SCI Team, led by Kyle Tankard, in partnership with the Pun Group, is a highly qualified and experienced in providing cannabis consulting services to California municipalities. Together, we have a team of experts who are well-versed in the cannabis industry and have a deep understanding of the regulations and laws surrounding it. Our team has a wealth of knowledge and experience in California cannabis policy, drawing from our 7+ years of assisting municipalities, which allows us to provide our clients with the best possible service. Additionally, the SCI Team regularly attends cannabis conferences, holds workshops, and produces webinars to stay up to date with the latest developments and to further educate themselves and their clients. Overall, SCI is a reliable and trustworthy partner for anyone looking to navigate the complex landscape of the cannabis industry.

As discussed in the previous section, we specialize comprehensively in all areas of cannabis implementation which includes developing merit-based application review processes, evaluating, and reviewing cannabis applications, conducting cannabis monitoring compliance activities and many other services. Our experience aligns perfectly with what the City is looking for. We have provided a variety of examples of our experience providing similar services for our clients that we are happy to share with the City to demonstrate our capabilities.

Relevant Experience
City of National City
In October of 2021, SCI was engaged by the City of National City to assist with the development and implementation of the City’s local Cannabis Program. Prior to engaging with SCI, the City had developed an ordinance to allow for six commercial cannabis businesses within the City. SCI worked with the City to develop and launch a multi-phased merit-based application process, which provided opportunities for local residents. In addition, SCI completed a cost-recovery analysis to ensure full cost recovery for expenses incurred by the City related to each step of the cannabis application, permitting, and regulatory process. The City’s application period successfully launched on February 7, 2022 and closed on April 7, 2022. In just a little over a month, SCI independently reviewed, evaluated, and scored 17 applications. SCI continues to work with the City assisting them with the final stages of their application process.

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City of Fontana
In September 2022, SCI was contracted by the City of Fontana to develop a retail cannabis meritbased application process, conduct a cost recovery analysis, and to review cannabis applications.

Similar to the City of Cudayh, the City of Fontana had already adopted an ordinance which established the general framework for the application review process. Under a tight deadline, SCI developed and finalized the application procedures and required application forms before the end of the calendar year. In addition, SCI completed a detailed cost recovery analysis to establish a cannabis fee structure to recover the costs associated with implementing the cannabis program, reviewing applications, and conducting cannabis compliance activities. The application procedures are scheduled to be published later this month.

City of San Bernardino
In 2019, the City of San Bernardino engaged SCI and The Pun Group to provide cannabis monitoring and compliance services and annual financial audits. These services include plan checks and review, background checks, annual compliance audits, and annual financial audits. On an annual basis, SCI and the Pun Group provide compliance inspections and financial audits for each commercial cannabis business operating in the City.

Office Locations
SCI Consulting Group
4745 Mangels Blvd
Fairfield, CA 94534
The Pun Group
200 E. Sandpointe Ave., Suite 600
Santa Ana, CA 92707

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Proposed Personnel
Kyle Tankard, Senior Consultant and Cannabis Business Leader at SCI, will serve as the project leader and day-to-day project manager for the SCI portion of the work. Arcelia Herrera, Chris Coulter, and John Bliss will support Kyle’s efforts. David Siris, of the Pun Group, will lead the financial audit work with support from Vanessa Burke and Ken Pun.

The SCI Team has a combined staffing level of over 40 employees, including 5-10 employees specializing in cannabis projects. The SCI Team does not have work commitments that would interfere with their ability to successfully complete this project. The SCI team understands that that any changes to our proposed personnel for this project will need to be approved by the City before they can be implemented.

SCI Consulting Group
John Bliss M.Eng., P.E., President
John Bliss, a professional engineer and President of SCI, specializes in local cannabis policy, and special revenue consulting. He was instrumental in developing the now-standard implementation process used by most municipalities in California to implement local cannabis policy. Mr. Bliss has had a long career developing and implementing equity, diversity and inclusion policy reaching back almost 30 years to the ground-breaking implementation for the City of San Francisco public works construction employment following the Rodney King uprising in 1991. He is a graduate of Brown University with a Bachelor of Science Degree in Engineering. He holds a master’s degree in Civil Engineering from The University of California, Berkeley, where he was a Regent's Scholar.

Mr. Bliss is a licensed Professional Civil Engineer in the State of California and is a LEED accredited professional.

Kyle Tankard Senior Consultant – Cannabis Business Leader Kyle Tankard serves as the Cannabis Business Leader at SCI providing local cannabis policy expertise in California since 2016. He plays a diverse role, assisting municipalities with all aspects of local cannabis implementation including regulatory and equity program development, taxation policy and cost recovery, cannabis compliance, application review, and cannabis-related public education. Kyle has established himself as a leader in cannabis equity, assisting with the development and implementation of local cannabis equity programs for the Cities of Richmond, Palm Springs, and Stockton. He currently manages a portfolio of over 15 cannabis clients, providing a variety of ongoing cannabis-related services including application review, plan checks, compliance inspections, and equity analysis and program development.

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During his tenure at SCI, Kyle has worked extensively with California cities, counties, and special districts providing local funding and policy solutions. He contributes over 10 years of experience as a results-driven project manager, delivering his projects on time, under tight deadlines and high pressure situations.

Kyle received his bachelor’s degree in Environmental Studies from the University of California, Santa Cruz, with emphases in geographic information systems (GIS).

Arcelia Herrera Senior Consultant
Arcelia Herrera contributes over 14 years of experience in consulting and administration for public agencies and over five years in local cannabis policy in California. She is responsible for the development and management of the cannabis monitoring and compliance program at SCI. Ms.

Herrera has extensive experience conducting on-site facility inspections, ensuring local and State compliance. In addition, Ms. Herrera has expertise in the creation and administration of assessments and fees, database management, and community educational outreach. She has conducted several Proposition 26 compliant cost recovery fee study analyses for cities and counties to develop fees for commercial cannabis businesses. Her expertise in communication is with local LatinX communities.

Chris Coulter Senior Consultant
Chris Coulter contributes experience in local cannabis policy, funding measure feasibility, data analysis, and financial analysis services for public, private and non-profit sector organizations to the SCI team. Mr. Coulter has extensive experience in developing merit-based commercial cannabis application review processes and scoring criteria. He also serves as the project lead for application compliance reviews. In addition, Mr. Coulter is experienced in spatial and regional analysis, opinion research, public outreach, demographic studies, and ballot measure development. Mr. Coulter is a graduate of the University of California at Berkeley with a Bachelor of Art in English Literature.

Sub-Contractor (The Pun Group)
Kenneth H. Pun CPA, CGMA
With over twenty years of public accounting experience in the State and Local Government sector, Mr. Pun is the Managing Partner and an Assurance Partner at the Firm. Ken specializes in audits and management consulting for governmental organizations and has served as the Contract Deputy Finance Director for the City of San Marino in 2017. Mr. Pun also serves as the Chair of the California Society of CPAs Governmental Auditing Accounting Committee. He has been nominated for this year’s Innovative Practitioner of the Year 2020 award by AICPA’s CPA.com.

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David Siris CPA, Advisory Service Manager
David Siris draws more than nine years of governmental accounting experience. Mr. Siris has successfully performed audits and other attestation services for several governmental and nonprofit agencies. Working as an Engagement Manager, he will assist Mr. Pun in all issues related to cannabis tax policies, fiscal analysis, compliance reviews, tax audits/assessments, and providing best practices to ensure all state and local laws are followed.

Vanessa Burke CPA, CFO
Vanessa Burke is an Assurance and Consulting Services Partner. She has over 30 years of extensive experience in providing audit and advisory services to federal, state, and local government agencies, including cannabis, public pension plans, state departments, cities, community colleges, hospitals, school districts, county offices of education, special districts, and joint powers insurance authorities. She has previously held positions in the government and private sector as Controller and CFO, where she served on the leadership team and managed budgets and financial reporting for government organizations with budgets in excess of $650 million and over 100 employees.

She is a Certified Public Accountant and a Certified Public Finance Officer. Ms. Burke will function as the Concurring Partner and provide a second partner review of significant high-risk areas, audit reports, and resolution of significant accounting, auditing, and reporting matters.

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References
City of National City
Contact: Pedro Garcia, Economic Development Manager
[email protected]: (619) 336-4240
Start/End Dates: October 2022 – Present
Personnel: Kyle Tankard (Project Manager and Application Evaluator), John Bliss (Support)
Services: Application Development, Application Review, and Cost Recovery Analysis
City of Fontana
Contact: Phillip Burum, Deputy City Manager – Development Services [email protected]; (909) 350-6727
Start/End Dates: September 2022 – Present
Personnel: Kyle Tankard (Project Manager and Application Evaluator), John Bliss (Support), Chris Coulter (Application Evaluator)
Services: Application Development, Application Review, Background Checks, and Cost Recovery Analysis
City of Salinas
Contact: Megan Hunter, Community Development Director
[email protected]; (831) 758-7387
Start/End Dates: September 2022 – Present
Personnel: Kyle Tankard (Project Manager and Inspector), John Bliss (Support), Arcelia Herrera (Inspector), David Siris (Financial Auditor) Services: Compliance Inspections, Financial Audits, Cannabis Taxation Recommendation Report
City of San Bernardino
Contact: Stephanie Sanchez, Community & Economic Development [email protected]; (909) 384-5357
Start/End Dates: December 2019– Present
Personnel: Kyle Tankard (Project Manager and Inspector), John Bliss (Support); David Siris (Financial Auditor)
Services: Plan Checks, Background Checks, Compliance Inspections, and Financial Audits

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A full list of our current and past cannabis clients is listed below:

Cities Counties
Alameda El Monte National City Santa Clara Alameda
Adelanto
Avalon
Encinitas
Fairfield
Nevada City
Oroville
Santa Rosa
Shasta Lake
San Benito
San Diego
Coalinga Fontana Palm Springs Stockton San Luis Obispo
Colfax La Mesa Richmond Vallejo Tuolumne
Concord Livingston Salinas West Hollywood
Davis Lompoc San Bernardino Woodlake
Dunsmuir Merced San Carlos Yreka

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Fee Schedule
In consideration for the Tasks as detailed in the Scope of Work, the estimated compensation is detailed below by task:

Work Plan Fee

1. Application Process Development $ 5,000

2. Compliance Monitoring
a. Building Plan Checks $ 750 per check
b. Onsite Facility Inspections $ 2,500 per inspection
c. Financial Audits $ 6,500 per audit
d. Subject Matter Expertise and Technical Support No Additional Charge

3. Application Evaluation $ 4,750 per application
Optional Work Plan Fee

1. Cost Recovery Analysis $ 6,500

2. Background Checks $ 300 per check

Incidental costs incurred for the purchase of additional travel and other out-of-pocket expenses will be reimbursed at actual cost, with the total not to exceed $1,500 per year without prior authorization from the City. The scope of services includes one face-to-face staff planning meeting. Any additional face-to-face meetings, if required, shall be billed at the rate of $1,500 per person, per meeting. The SCI Team is available to meet via teleconference call on a regular basis at no additional charge.

SCI Staff _ Hourly Rate
John Bliss, President $ 300
Kyle Tankard, Cannabis Services Group Leader $ 325
Arcelia Herrera, Senior Consultant $ 260
Chris Coulter, Senior Consultant $ 260
Support Staff $ 75
The Pun Group Staff Hourly Rate
Ken Pun, Engagement Partner $ 200
Vanessa Burke, Partner $ 200
David Siris, Manager $ 175

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False Claims, Debarment and Civil Litigation History

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City of Cudahy
Proposal for Cannabis Consulting Services
By SCIConsultingGroup, January 2023

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Conflict of Interest Disclosure Statement

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CITY RFP

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REQUEST FOR PROPOSALS (RFP)

CITY OF CUDAHY

CANNABIS

CONSULTING SERVICES

COMMUNITY DEVELOPMENT DEPARTMENT
5220 SANTA ANA STREET
CUDAHY, CA 90201
T: (323) 773-5143
https://www.cityofcudahy.com

IMPORTANT DATES
RFP ISSUED December 28, 2022
REQUEST FOR INFORMATION DEADLINE: 5:00 PM January 9, 2023 RELEASE OF INFORMATION REQUESTED January 11, 2023
PROPOSAL DUE DATE/SUBMISSION DEADLINE: 5:00 PM January 20, 2023 Attachment B Page 774 of 909

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REQUEST FOR PROPOSALS

TO PROVIDE

CANNABIS CONSULTING SERVICES

TABLE OF CONTENTS

1.0 NOTICE INVITING PROPOSALS AND OVERVIEW......................................................................................... 2

2.0 BACKGROUND........................................................................................................................................... 2

3.0 SCHEDULE OF EVENTS ............................................................................................................................... 3

4.0 SCOPE OF SERVICES................................................................................................................................... 3

5.0 SUBMITTAL REQUIREMENTS ..................................................................................................................... 4

6.0 CONTRACT ADMINISTRATION................................................................................................................... 7

7.0 QUESTIONS AND ADDENDA ...................................................................................................................... 7

8.0 PROPOSER’S RESPONSIBILITIES ................................................................................................................. 7

9.0 PROPOSAL FORMAT .................................................................................................................................. 7

10.0 EVALUATION CRITERIA.............................................................................................................................. 9

11.0 SELECTION PROCESS.................................................................................................................................. 9 EXHIBIT 1 – PROFESSIONAL SERVICES AGREEMENT SAMPLE
EXHIBIT 2 – FALSE CLAIMS/FALSE CLAIMS ACT CERTIFICATION EXHIBIT 3 – DEBARMENTS
EXHIBIT 4 – LITIGATION HISTORY/CIVIL LITIGATION CERTIFICATION EXHIBIT 5 – CONFLICT OF INTEREST DISCLOSURE STATEMENT
EXHIBIT 6 – CITY OF CUDAHY RESOLUTION NO. 22-24, DECEMBER 20, 2022. (CMC CHAPTER 5.30)

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1.0 Notice Inviting Proposals and Overview
PUBLIC NOTICE IS HEREBY GIVEN: that proposals will be received by the City of Cudahy (the “City”) until January 20, 2023. Proposals received after this date will be rejected by the City.

The City is soliciting proposals from qualified cannabis consulting firms (the “Consultant”) to manage the processing of Cannabis Retailer Business Applications in accordance with Cudahy Municipal Code (CMC) Chapter 5.30 (Cannabis Retailers) and this Request for Proposals (RFP). The City intends to award the Consultant a professional Service Agreement (the “Agreement”) for such efforts.

The City anticipates selecting a firm to provide consulting services on an on-call basis. The consultant(s) selected will be responsible for managing the processing of Commercial Cannabis Business Applications, including assisting City staff prepare application materials, developing an objective scoring rubric in collaboration with City staff, completing a merit based evaluation process for applicants, regular interface with City staff and other City consultants, and attendance at regularly scheduled coordination meetings as necessary when work is in progress. Additionally, the consultant may be requested to present findings to the City Council, Planning Commission and the community.

All responses to this RFP are due to the City by 5:00 P.M. Friday, January 20, 2023 ( the “Submission Deadline.”)

2.0 Background
Incorporated as a general law city in 1960, the City of Cudahy is located approximately 10 miles east of downtown Los Angeles, with a population of almost 23,000. The City is administered by a Council/Manager form of government, encompassing an area of approximately 1.23 square miles with a total annual City budget of approximately $27 million for Fiscal Year 2022/2023, with the General Fund portion of the budget totaling approximately $12.1 million.

On November 8, 2016, California voters approved Proposition 64, The Control, Regulate, and Tax Adult Use of Marijuana Act (AUMA). Some of the provisions within this Act took effect immediately to include legalized possession, transport, purchase, use, and transfer of recreational marijuana for individuals 21 years of age or older and adult possession.

Cudahy Municipal Code Chapter 5.30 establishes the regulations and standards for retail cannabis business activities in the City. The voters of the City approved Chapter 5.30 through Measure BA on November 8, 2022 (the “Initiative.”) The City Council certified the passage of the Initiative on December 20, 2022, which will go into effect on December 30, 2022. (EXHIBIT 6) Limits on the number of Retail Cannabis Business Permits allow for no more than two (2) retail dispensary permitees.

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3.0 Schedule of Events
The RFP selection process will be governed by the following schedule:

Release of RFP December 28, 2022
Deadline for Written Questions January 9, 2023 at 5:00 PM Responses to Questions Posted Online January 11, 2023
Proposals Due January 20, 2023 by 5:00 PM
Approval of Contract (tentative) February 7, 2023
The above scheduled dates are tentative, and the City retains the sole discretion to adjust the above schedule. Nothing set forth herein shall be deemed to bind City to award a contract for the Professional Services described herein. The City retains the sole discretion to cancel or modify any part of or all of this RFP at any time.

4.0 Scope of Services
This RFP contains two (2) components.

Proposals may respond to any or all components of the RFP. Each component will be scored separately under the Evaluation Criteria (See Section 10.) The City may award contract to different consultants based on experience and expertise. The Consultant(s) shall perform the certain services described below.

COMPONENT I

4.1 Application Regulations, Guidelines, Forms, Evaluation Criteria and Scoring Rubric Development. Advise and assist City staff prepare application submittal guidelines, meritbased and objective evaluation criteria, point-based scoring rubric which complies with final scoring criteria, required forms, and necessary implementing City Cannabis Regulations.

Consultant should emphasize the use of industry best-practices and foresee potential administrative drawbacks.
o Evaluation Criteria and Application Submittal Guidelines. In collaboration with City staff, the Consultant shall assist the development of merit-based and objective evaluation criteria, inclusive of a list of documents, plans, narratives and other supporting material necessary for applications to be evaluated. The final criteria shall meet the requirements of the Initiative and will be combined with application instructions to create a single document (the “Application Submittal Guidelines.”)
o Application Form. Consultant shall assist staff prepare a standard application form for Commercial Cannabis Business Permits.
o Development of Cannabis Regulations and Publishing of Materials. Consultant shall assist City staff develop City Cannabis Regulations to effectuate the new application process and ongoing operations. City Cannabis Regulations, final forms and application materials shall be published on the City’s website no later than Monday, March 20, 2023.

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4.2 Compliance Monitoring. Monitor cannabis businesses and facilities to ensure compliance with all applicable laws (i.e. CMC Chapter 5.30, State laws, etc.) o Building Plan Checks: Perform building plan check in compliance with approved cannabis application and State cannabis laws.
o Onsite facility inspections: Perform onsite inspections to ensure cannabis businesses are in compliance with City Initiative and State cannabis laws. o Financial Audits: Conduct financial audits of cannabis businesses; confirm sales and inventory compliance; ensure cannabis businesses are in compliance with applicable business and cannabis tax reporting.
o Ongoing Support: Provide the City with ongoing technical support and policy expertise based on the cannabis industry and applicable laws.

COMPONENT II

4.3 Application Evaluation. Conduct an independent review of each Commercial Cannabis Business License Application in accordance with adopted application materials. o Utilizing the point-based scoring rubric developed under Section 4.1, Consultant shall independently evaluate, score and rank applications which have been deemed completed by City staff.
o Consultant shall conduct and complete said evaluation of applications within seventy-five (75) calendar days of receiving the applications from the City. o Consultant shall provide the City with scoring sheets for each application with comments justifying the scores for each evaluation criteria.

5.0 Submittal Requirements
Proposals must be submitted using the following methods:

Two (2) printed copies and one (1) electronic copy (USB drive) of the proposal must be received prior to the Submission Deadline. Proposals shall be submitted to the following address:

City of Cudahy
C/O: Office of the City Clerk
5220 Santa Ana Street
Cudahy, CA 90201
Attn: Juan Arauz
Director of Community Development
Subject: RFP – Cannabis Consulting Services

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Proposals may be submitted via personal delivery, overnight courier (e.g., FedEx or UPS) or U.S. Mail.

Proposals must be received by or before the Submission Deadline. Proposals that are deposited with an overnight courier or post marked prior to the Submission Deadline but received after the Submission Deadline will not be considered by the City.

Submitted proposals shall be maintained as confidential records of the City up to the Submission Deadline.

Proposers may withdraw, modify and/or resubmit a proposal prior to the Submission Deadline but not after. Proposers shall be bound to the terms of their proposal following the Submission Deadline, however, the City, in its sole and absolute discretion, reserves the right to accept post deadline modifications if it is determined that such modifications are in the best interests of the City. The City also reserves the right to waive minor non-substantive informalities or allow the proposer to correct them.

5.1 Proposers shall be solely and exclusively responsible for all costs incurred in connection with the preparation and submission of the proposals; demonstrations; interviews; preparation of responses to questions and requests for additional information; for contract discussions; or for anything in any way related to this RFP. The City is not liable for any costs incurred by a proposer in response to this RFP. Whether or not a proposer is awarded a contract pursuant to this RFP, no proposer shall be entitled to reimbursement for any costs or expenses associated with the proposer’s participation in this RFP process.

5.2 Late proposals will not be considered.

5.3 The City reserves the right to reject any and all proposals received as a result of this RFP. The City’s potential award of a contract(s) will not be based on any single factor nor will it be based solely or exclusively on the lowest cost proposal. If a contract(s) is awarded, it will be awarded to the proposer(s) who in the judgment of the City has presented an optimal balance of relevant experience, technical expertise, price, quality of service, work history and other factors which the City may consider relevant and important in determining which proposal(s) is best for the City.

5.4 The City reserves the right to cancel or modify this RFP. There is no guarantee that the City will award contract.

5.5 City reserves the right to investigate the qualifications of any proposer under consideration including proposed subcontractors and parties otherwise related to the proposer and require confirmation of information furnished by a proposer, or require additional evidence of experience and qualifications to provide the services or otherwise discharge the obligations required by this RFP.

5.6 The City, pursuant to the California Public Records Act (Govt. Code Section 6250 et seq.) reserves the right to make copies of all submitted proposals available for inspection and copying by any interested member of the public, except to the limited extent the City determines that any information contained in a proposal is legally privileged under the California Public Records Act. By submission of a proposal, proposers acknowledge and agree

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that their proposal and any information contained therein may be disclosed by the City to interested members of the public, including other proposers.

5.7 City reserves the right to approve or disapprove of particular subcontractors, joint venture partners, or other proposed team members.

5.8 The City reserves the right to evaluate responses in terms of the best interests of the City, applying criteria provided in this RFP and any other criteria the City, in its sole discretion, deems pertinent.

5.9 By the submission of a proposal, each proposer accepts and agrees to execute a written Professional Services Agreement (PSA) in the form attached hereto as Exhibit 1. By submission of a proposal, each proposer agrees to execute a PSA with the City in the form attached hereto as Exhibit 1, inclusive of all stated terms and conditions relating to indemnification, required insurance and standard of care requirements. If a proposer is unable to agree to any of the terms or conditions of the PSA in the form attached hereto, the proposer must identify the provision(s) in question and provide an explanation as to why the proposer cannot comply with such provisions. If a proposers objection to a certain provision of the PSA is merely a question of added cost, the proposer shall indicate in the proposal the difference in cost associated with complying with the provision(s) versus the cost associated with the City’s waiver or modification of the provision(s). The City shall be under no obligation to make modifications to the PSA after a contract has been awarded and proposers shall be deemed to have incorporated all costs associated with compliance with the PSA into their proposal. A proposer’s inability to comply with one or more provisions of the PSA shall be a factor that will be considered by the City in determining which proposal will serve the best interest of the City when all other factors are taken into account.

5.10 All proposals must remain valid for a minimum period of ninety (90) calendar days after the Submission Deadline. Responses may not be modified or withdrawn by the proposer during this period of time except in accordance with this RFP and with written permission granted by the City.

5.11 Proposer is solely responsible for “on time” submission of their proposal. The City Clerk’s Office will not accept late proposals and no exceptions shall be made. Proposals will be time stamped by the City Clerk as they are received. The City will only accept physical submittals.

DO NOT FAX OR EMAIL.

5.12 Proposals will be accepted by the City by or before 5:00 P.M. (local time) on FRIDAY, JANUARY 20, 2023. Two (2) hard copies and one (1) digital copy on a USB Flash Drive shall be submitted to the City Clerk’s Office as described above.

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6.0 Contract Administration
The Director of Community Development, or alternate designated representative, appointed by the City Manager, will be the contract administrator on behalf of the City.

7.0 Questions and Addenda

7.1 Project-specific questions or requests for clarification must be submitted in via e-mail to the Director of Community Development Juan Arauz at [email protected] by or before 5:00 P.M. (local time) MONDAY, JANUARY 9, 2023. All posted questions will be answered in writing and conveyed via written addenda to all Proposers via posting on the City’s website:
https://www.cityofcudahy.com/bids.aspx?bidID=13.

7.2 If it becomes necessary to revise any part of this RFP, an addendum(a) will be posted on the City’s website : https://www.cityofcudahy.com/bids.aspx?bidID=13. It shall be the sole responsibility of the proposer to check for any addenda to the RFP that may be issued by the City. Proposer shall include acknowledgement of any addenda with their proposal.

8.0 Proposer’s Responsibilities

8.1 It is presumed that each proposer has read and is thoroughly familiar with the scope of services to be performed under this RFP.

8.2 The proposer agrees that, if a contract is awarded to a proposer, the proposer shall make no claim against the City or any of the funding agencies because of any estimate or statement made by any employees, agents, or consultants of the City which may prove to be erroneous in any respect.

9.0 Proposal Format
The cover should clearly display the title of this RFP, “City of Cudahy Cannabis Consulting Services”. All proposals shall include the following information and comply with the associated page limit restrictions.

Note that 1 page includes the front side of an 8.5” x 11” sheet of paper and the cover does not constitute a page.

9.1 Cover Letter. 1-page cover letter signed by an officer of the firm, binding the proposer to all of the commitments made in the submittal. The letter shall include name, address and phone number of the person authorized to represent the proposer and shall include the following Statement:

I HAVE READ UNDERSTOOD, AND AGREED TO ALL STATEMENTS IN THIS

REQUEST FOR PROPOSALS AND ACKNOWLEDGE RECEIPT OF ALL

ADDENDUMS/AMENDMENTS AS WELL AS TO THE TERMS, CONDITIONS, AND ATTACHMENTS REFERENCED.

9.2 Executive Summary. Description of the proposer’s interest in the project, initial vision for the work, and relevant experience or background. Include contact information: name, title, company, address, phone, and email. (3000 characters maximum, including spaces)

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9.3 Project Approach. Provide a detailed description of the approach and methodology to be used to accomplish the “Scope of Work” of this RFP. The methodology section should include:
a. An implementation plan that describes in detail (i) the methods, including controls by which proposer manages projects of the type sought by this RFP; (ii) methodology for soliciting and documenting views of internal and external stakeholders; (iii) and any other project management or implementation strategies or techniques that the proposer intends to employ in carrying out the work.
b. Detailed description of efforts proposer will undertake to achieve client satisfaction and to satisfy the requirements of the "Scope of Work" section. c. Overall timeline for each task.
d. Detailed description of specific tasks proposer will require from City staff. Explain what the respective roles of City staff and your staff would be to complete the tasks specified in the Scope of Work.

9.4 Firm Qualifications. Maximum 4-page qualifications on the proposer and its area(s) of professional expertise relevant to this RFP, with emphasis on contracting services which are similar to those listed under 1.0 Overview, 2.0 Background and 4.0 Scope of Services, above.

9.5 Proposer Qualifications and Experience. Maximum 3–page summary of the relevant experience, work sample, training, education and special certifications of the proposer’s personnel who will be performing the professional services contemplated under this RFP on the proposer’s behalf. Briefly discuss the proposer’s firm’s qualifications and experience with projects of a similar magnitude and nature. The summary shall also include the office location of key personnel proposed to work on this contract. Relevant experience can include your firm’s overall experience, experience with similar services for other cities and the experience of individuals on your proposed team. Show how your experience relates to the demands of this RFP.

9.6 Proposed Personnel. Maximum 2–page resume for each proposed personnel, if any, which may be providing the services. There shall be a designated primary contact with the City during the contract period and shall function in that capacity while employed by the firm. In addition, the City must approve changes of personnel.

9.7 References. Each proposal must include at least three (3) public agency references going back not more than five (5) years from the issuance of this RFP in which the proposer was engaged to provide services similar to those requested under this RFP. References should place an emphasis on past projects in which the personnel to be used by proposer for this project were deployed. The references should include the name, title and contact information of the public agency officer or employee responsible for overseeing the proposer’s work.

9.8 Fee Schedule. This should include payment expectations, hourly rates, anticipated hours of work, and other miscellaneous costs as applicable.

9.9 False Claims, Debarment and Civil Litigation History. Each proposer shall be required to complete and submit along with their proposal the certification forms relating to false claims,

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debarment and civil litigation history which are attached here to as Exhibits 2, 3 and 4 respectively.

9.10 Conflict of Interest Disclosure Statement. Each proposer shall complete the Conflict of Interest Disclosure Statement attached hereto as Exhibit 5. City reserves the right to disqualify any proposer who fails to submit and/or sign the Conflict of Interest Disclosure Statement.

Proposers are directed to be reasonably thorough and detailed in listing and describing the nature of any relationship the proposer has with a Conflicted Consultant or a Potentially Adverse Client, as those terms are defined under the Conflict of Interest Disclosure Statement.

Similarly, proposers are directed to be reasonably thorough and detailed in describing what measures the proposer has taken to avoid, neutralize or mitigate a potential conflict.

10.0 Evaluation Criteria
Each proposal shall be evaluated on the basis of the proposer’s expertise and experience and the expertise of its key personnel along with prior contracting history, approach to the project, cost, and compliance with the RFP requirements including the terms of the attached PSA. Each such factor shall be weighted by the City as follows:

CATEGORIES MAXIMUM POSSIBLE POINTS

1. Expertise, Experience & Training 40

2. Project Approach 25

3. Fee/Rate Schedule 20

4. RFP Compliance 15
TOTAL POINTS 100

11.0 Selection Process
A selection committee comprised of City staff will review the proposals. Proposals will be ranked on qualifications and the selection committee may choose to interview several of the top ranked proposers.

However, at its sole discretion the selection committee may forego interviews and select a proposer solely based on the review of the proposals.

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CONSULTANT PROPOSAL

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ÃĞĉÿĬŋĥĉà ÿĬŋ ŽêÃŋŒǢ
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ŒêŋŶĉßêŒǣ Śąê
ĉŚŽǣ Ãĥå ÞŠŒĉĥꌌêŒǢ
Œ ŽĬŠ ŷĉĞĞ Œêê ĉĥ Śąê ÃŚŚÃßąêå ňŋĬňĬŒÃĞǣ ĬŠŋ ŚêÃĤ ÃĞĬĥĀ ŷĉŚą ĉŚŋĉĥ
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ĉŚŽȊŒ ňŋĬĀŋÃĤ Ãĥå åêŶêĞĬň ĤêŚąĬåŒ ŚąÃŚ ŷĉĞĞ ĀÃŋĥêŋ ĉĥŚêŋêŒŚ ĉĥ Śąê ĉŚŽȊŒ
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ßÃĥĥÃÞĉŒ ňêŋĤĉŚŚĉĥĀ ňŋĬßꌌ Ãĥå ÃŒŒĉŒŚ ĉĥ Śąê ŋêŶĉêŷǣ êŶÃĞŠÃŚĉĬĥǣ Ãĥå ŋÃĥěĉĥĀ Ĭÿ ßĬĤĤêŋßĉÃĞ ŋêŚÃĉĞ ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥ ňŋĬňĬŒÃĞŒǢ

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ĀĬŶêŋĥĤêĥŚŒ ÿÃĉĞ ÃŚ ßŋêÃŚĉĥĀ Ãĥ êÿÿĉßĉêĥŚ Ãĥå ŒŚŋêÃĤĞĉĥêå ňêŋĤĉŚŚĉĥĀ ňŋĬßꌌǣ ŷąĉßą ŋêŒŠĞŚŒ ĉĥ ŒĞĬŷ ÃňňĞĉßÃŚĉĬĥ ŚŠŋĥÃŋĬŠĥå Ãĥå ĬÿŚêĥ ßŋêÃŚêŒ ĞêĀÃĞ ßĬĥŚŋĬŶêŋŒĉêŒ ŷąêĥ ĉĥŒŠÿÿĉßĉêĥŚ ßŋĉŚêŋĉà Ãŋê ňŋĬŶĉåêå ÿĬŋ ÃňňĞĉßÃŚĉĬĥ êŶÃĞŠÃŚĉĬĥǢ ”ąêŒê ÿÃĉĞŠŋêŒ ŠŒŠÃĞĞŽ ŒŚêĤ ÿŋĬĤ ąĉŋĉĥĀ Ã ßĬĥŚŋÃߌĬŋ ŷĉŚąĬŠŚ Œňêßĉÿĉß ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽ êżňêŋĉêĥßê ŷąĬ åĬêŒ ĥĬŚ ĤÃěê ĉĥÿĬŋĤêå ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ åêßĉŒĉĬĥŒ ŋĬĬŚêå ĉĥ Ãĥ ŠĥåêŋŒŚÃĥåĉĥĀ Ĭÿ Śąê ĤÃŋěêŚ ĞÃĥåŒßÃňê Ãĥå ĞĬßÃĞ ßĬĤĤŠĥĉŚŽ ĥêêåŒǢ <ĬŠĥåÃŚĉĬĥÃĞ ĥÃĞŽŒĉŒ
Fĥ Ãĥ êÿÿĬŋŚ ŚĬ ňŋĬŶĉåê ŚąĬŋĬŠĀą ňêŋĤĉŚ ÃňňĞĉßÃŚĉĬĥ ňŋĬßêŒŒêŒ ÃååŋꌌĉĥĀ Śąê ĥêêåŒ Ĭÿ Śąê ĞĬßÃĞ ßĬĤĤŠĥĉŚŽǣ
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ĉŚŽǣ ŷĉŚą ŒňêßĉÃĞ ÃŚŚêĥŚĉĬĥ ŚĬ ňŋĬŶĉåĉĥĀ Ã ßĞêÃŋ
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ŚĬ ĞêÃå ąêŋ ŚêÃĤ ĉĥ ŒŠňňĬŋŚĉĥĀ Śąê
FŚŽȊŒ åêŶêĞĬňĤêĥŚ Ĭÿ ßÃĥĥÃÞĉŒ ŋêĀŠĞÃŚĉĬĥŒ ŚąÃŚ Ãŋê ŒŠÿÿĉßĉêĥŚĞŽ åêŚÃĉĞêå Ãĥå ŒŚŋŠßŚŠŋêå ŚĬ ŒŠňňĬŋŚ ÞĬŚą Śąê ÃňňĞĉßÃŚĉĬĥ ňŋĬßꌌ Ãĥå Śąê ňĬŒŚǹĞĉßêĥŒŠŋê ßĬĤňĞĉÃĥßê êÿÿĬŋŚŒ Ĭÿ Śąê
ĉŚŽǢ ”ąĉŒ ŷĉĞĞ ÞêĀĉĥ ÞŽ êåŠßÃŚĉĥĀ Śąê
ĉŚŽ ĞêÃåêŋŒąĉň ĉĥ ÃŒňêߌŒ Ĭÿ
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ĉŚŽȊŒ ĀĬÃĞ Ĭÿ ňŠÞĞĉŒąĉĥĀ Śąê ŋêĀŠĞÃŚĉĬĥŒǣ ÿĬŋĤŒǣ Ãĥå
ĤÃŚêŋĉÃĞŒ Ĭĥ ĉŚŒ ŷêÞŒĉŚê ÞŽ ^Ãŋßą ƓƑǣ ƓƑƓƔǢ

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ĉŚŽ ĉĥ ßŋêÃŚĉĥĀ ßĞêÃŋ Ãĥå ßĬĥßĉŒê ŊŠêŒŚĉĬĥŒ ŚąÃŚ ňŋĬŶĉåê Ãĥ ĬňňĬŋŚŠĥĉŚŽ ŚĬ ĀÊĀê Śąê ÃňňĞĉßÃĥŚ ŒŠÿÿĉßĉêĥŚĞŽǢ

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ĉŚŽ ĉĥ åêŶêĞĬňĉĥĀ êżÃĤňĞêŒ Ĭÿ ĉåêÃĞ ÃňňĞĉßÃŚĉĬĥ ŚêĤňĞÃŚêŒǢ

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ŒêߊŋĉŚŽ Œf‚Œ dzÃĞÃŋĤ ŒŽŒŚêĤŒǣ ßÃĤêŋà ňĞÃßêĤêĥŚǣ êŚßǴ

êßĬŋåŒ Ĭĥ ÿĉĞê dzĉĥŒŠŋÃĥßêǣ ňŋĬňêŋŚŽǣ êĤňĞĬŽêêǣ ßĬŋňĬŋÃŚêǴ FĥŶêĥŚĬŋŽ ^ÃĥÃĀêĤêĥŚ ÃŒŒêŒŒĤêĥŚ
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ĉŚŽ ŷĉŚą ĉŚŒ
ÿĉĥåĉĥĀŒǢ ĥ êżêߊŚĉŶê ŒŠĤĤÃŋŽ ŷĉĞĞ ĬŠŚĞĉĥê ÃŋêÃŒ ÿĬŋ ĉĤňŋĬŶêĤêĥŚ Ãĥå ÿĉĥåĉĥĀŒ ĉĥ Śąê ÃÞĬŶê ßÃŚêĀĬŋĉêŒǢ ”ąê ŋêĤÃĉĥåêŋ Ĭÿ Śąê ŋêňĬŋŚ ŷĉĞĞ åêŚÃĉĞ Śąê ÃŒŒêŒŒĤêĥŚ ňêŋÿĬŋĤêåǣ ßąêßěĞĉŒŚŒǣ Ãĥå ĉĤÃĀêŒ ŒąĬŷßÃŒĉĥĀ ĉŚêĤŒ ŒŠßą ÃŒ ŒĉĀĥÃĀê Ĭĥ ŒĉŚêǢ ”ąê ŋêňĬŋŚ ßąêßěĞĉŒŚ ŷĉĞĞ ĉĥßĞŠåê ÃňňŋĬżĉĤÃŚêĞŽ ƒƖƑ ÃŒŒêŒŒĤêĥŚ ĉŚêĤŒ ÿĬŋ Śąê ÿÃßĉĞĉŚŽǢ

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ŋêňĬŋŚŒ Ĭÿ Śąê ĬŶêŋÃĞĞ ßĬĤňĞĉÃĥßê Ĭÿ Śąê ÞŠŒĉĥꌌêŒǢ °ê ŷĉĞĞ Þê ŋêÃåĉĞŽ ÃŶÃĉĞÃÞĞê ŚĬ ňŋĬŶĉåê ŒŠňňĬŋŚ ŚĬ Śąê
ĉŚŽ ĉĥ Ãĥ ĬĥĀĬĉĥĀ ÿÃŒąĉĬĥǢ

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ŷĬŋě ŷĉŚą Śąê
ĉŚŽ ŚĬ åêŚêŋĤĉĥê Śąê ĤêŚŋĉߌ ŚąÃŚ Śąê
ĉŚŽ ĉŒ ĉĥŚêŋêŒŚêå ĉĥ ŠĥåêŋŒŚÃĥåĉĥĀ ŷĉŚą
ŋêĀÃŋå ŚĬ Śąê ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌêŒǣ åêŒĉĀĥ Ãĥ ÃňňŋĬňŋĉÃŚê ĉĥŶêŒŚĉĀÃŚĉŶê ňŋĬĀŋÃĤ Ãĥå ŚêĤňĞÃŚêå ŋêňĬŋŚǣ Ãĥå ßĬĥåŠßŚ ŒŠßą ĉĥŶêŒŚĉĀÃŚĉĬĥŒ Ĭĥ ÞêąÃĞÿ Ĭÿ Śąê ßĉŚŽǢ fŠŋ êżňêŋĉêĥßê ŷĉŚą ^ÃŒŒÃßąŠŒêŚŚŒ Ãĥå ^ÃŋŽĞÃĥå ÃĞĞĬŷ ŠŒ ŚĬ ŠĥåêŋŒŚÃĥå Śąê ŠĥĉŊŠê ĥêêåŒ Ĭÿ ĤŠĥĉßĉňÃĞ ĀĬŶêŋĥĤêĥŚŒ ŷĉŚą ŋêŒňêߌ ŚĬ ŚąêŒê ŋêŊŠêŒŚŒǢ

ÃĥĥÃÞĉŒ ÞŠŒĉĥêŒŒêŒ ŚŽňĉßÃĞĞŽ ŠŚĉĞĉƅê ŶÃŋĉĬŠŒ ŚŽňêŒ Ĭÿ ňĬĉĥŚ Ĭÿ ŒÃĞê ŒĬÿŚŷÃŋê ŒŽŒŚêĤŒ ŷąĉßą ňŠŋňĬŋŚ ŚĬ ŋêňĬŋŚ ÃĞĞ ßÃĥĥÃÞĉŒ ŒÃĞêŒǢ fŠŋ ĉĥŶêŒŚĉĀÃŚĉŶê ňŋĬĀŋÃĤ ŷĉĞĞ ŚêŒŚ Śąê ŒŽŒŚêĤ Ãĥå ÃŋĬŠĥå Śąê ŒŽŒŚêĤǣ ĉĥßĞŠŒĉŶê Ĭÿ ßÃŒą ÿĞĬŷ Ãĥå ÃĥŚĉßĉňÃŚêå ßÃŒą ÿĞĬŷǣ ŚĬ ĉĥŶêŒŚĉĀÃŚê Śąê ßĬĤňĞêŚêĥꌌ Ĭÿ ŒŠßą ŋêňĬŋŚŒ ÿŋĬĤ Śąê ÞŠŒĉĥꌌ ĬňêŋÃŚĬŋŒǢ BÃŶĉĥĀ ŷĬŋěêå ŷĉŚą ĥŠĤêŋĬŠŒ ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌêŒǣ ŷê ßÃĥ ŷĬŋě ŷĉŚą Śąê
ĉŚŽ ŚĬ åêŚêŋĤĉĥê ÃååĉŚĉĬĥÃĞ ĤêŚąĬåŒ ŚąÃŚ Śąê
ĉŚŽ ßÃĥ ĤĬĥĉŚĬŋ ŒŠßą
ßĬĤňĞĉÃĥßêǢ

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ŠŒĉĥꌌ ŒêŋŶĉßêŒ ŷĉĞĞ ňŋĬŶĉåê ňŋĬßêåŠŋÃĞ ĀŠĉåêŒ ÃŒ ňÃŋŚ Ĭÿ ĬŠŋ ňêŋĤĉŚŚĉĥĀ ÃňňĞĉßÃŚĉĬĥŒ ŚąÃŚ ÞŋêÃě åĬŷĥ ÃĞĞ ŋêŊŠĉŋêå ĉĥÿĬŋĤÃŚĉĬĥ ÿĬŋ ÃňňĞĉßÃĥŚŒ Ãĥå ĉåêĥŚĉÿŽ Ã ßĞêÃŋ ňŋĬßꌌ ÿĬŋ ĥĬŚĉÿŽĉĥĀ ÃňňĞĉßÃĥŚŒ Ĭÿ åêÿĉßĉêĥßĉêŒ Ãĥå åĉŒŊŠÃĞĉÿĉßÃŚĉĬĥŒǢ ”ąêŒê ĥĬŚĉÿĉßÃŚĉĬĥŒ Ãŋê êŒňêßĉÃĞĞŽ ßŋŠßĉÃĞ ÞêßÊŒê ŷê ňŋĬŶĉåê ňêŋĤĉŚŚĉĥĀ ňŋĬßêŒŒêŒ ŚąÃŚ ĉĥßĞŠåê åêŚÃĉĞêå ĘŠŒŚĉÿĉßÃŚĉĬĥŒ ÿĬŋ ÃĞĞ ÃňňĞĉßÃŚĉĬĥ åêßĉŒĉĬĥŒ ŷĉŚą ÿŠĞĞ åĬߊĤêĥŚÃŚĉĬĥ Ĭÿ ąĬŷ êÃßą åêßĉŒĉĬĥ ŷÃŒ ĤÃåêǣ ĞĉĤĉŚĉĥĀ Śąê ňĬŚêĥŚĉÃĞ ÿĬŋ ĞêĀÃĞ ßąÃĞĞêĥĀêŒ ŚĬ ĞĉßêĥŒĉĥĀ ŋêßĬĤĤêĥåÃŚĉĬĥŒǢ fŠŋ ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ êŶÃĞŠÃŚê êŶêŋŽ ĉĥåĉŶĉåŠÃĞ ÃŒňêߌ Ĭÿ êÃßą ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌ ÃňňĞĉßÃŚĉĬĥ Ãĥå ŒßĬŋê ŚąêĤ ÞÃŒêå Ĭĥ Śąê ŋŠÞŋĉß ŷê åêŶêĞĬň ĉĥ ßĬĥŒŠĞŚÃŚĉĬĥ ŷĉŚą
ĉŚŽ ÃŠŚąĬŋĉŚĉêŒǢ ”ąê ŚêÃĤ ŷĉĞĞ ŋêŶĉêŷ ÃĞĞ
ÃňňĞĉßÃŚĉĬĥ ĤÃŚêŋĉÃĞŒ ňŋĬŶĉåêå ÞŽ Śąê ÃňňĞĉßÃĥŚ Ãĥå ßĬĥåŠßŚ ÃĞĞ ĥêßꌌÃŋŽ ŶêŋĉÿĉßÃŚĉĬĥŒ ŚĬ åêŚêŋĤĉĥê Śąê ÃßߊŋÃߎ Ĭÿ ŋêňĬŋŚêå ĉĥÿĬŋĤÃŚĉĬĥ ŋêĀÃŋåĉĥĀ ÃňňĞĉßÃĥŚ ŊŠÃĞĉÿĉßÃŚĉĬĥŒ Ãĥå ąĉŒŚĬŋŽǢ

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ŠŒĉĥꌌ ŒêŋŶĉßêŒ ŷĉĞĞ ňŋĬŶĉåê ĥĬŚĉßê ŚĬ ÃňňĞĉßÃĥŚŒ ŷąĬŒê ÃňňĞĉßÃŚĉĬĥŒ Ãŋê ĉĥßĬĤňĞêŚê Ãĥå ŷĉĞĞ ňŋĬŶĉåê êÃßą ÃňňĞĉßÃĥŚ ŷĉŚą à ŚĉĤêÿŋÃĤê ŚĬ ŒŠÞĤĉŚ Ã ßĬĤňĞêŚê ÃňňĞĉßÃŚĉĬĥǢ ”ąê ŚêÃĤ ŷĉĞĞ ĬĥĞŽ ŒßĬŋê ßĬĤňĞêŚê ÃňňĞĉßÃŚĉĬĥŒ ŚąÃŚ ąÃŶê Þêêĥ ŒŠÞĤĉŚŚêå ŷĉŚąĉĥ ŚąĉŒ ŚĉĤêÿŋÃĤêǢ (Ãßą ŒßĬŋê ňŋĬŶĉåêå ĉĥ Śąê ŋŠÞŋĉß ŷĉĞĞ Þê ÞÃßěêå Šň ÞŽ åĬߊĤêĥŚÃŚĉĬĥ ĉĥ ÿĬŋĤŒ ÃňňŋĬŶêå ÞŽ Śąê ĉŚŽ
ĉĥßĞŠåĉĥĀ ÞŠŚ ĥĬŚ ĞĉĤĉŚêå ŚĬǤ ŒßąĬĬĞ ŋêßĬŋåŒǣ ŋêĥŚÃĞ ÃĀŋêêĤêĥŚŒǣ ŠŚĉĞĉŚŽ ÞĉĞĞŒǣ ĤĬŋŚĀÃĀê ŒŚÃŚêĤêĥŚŒǣ ĞĬÃĥ åĬߊĤêĥŚŒǣ ÞÃĥě ŋêßĬŋåŒǣ ŚÃż ŋêŚŠŋĥŒǣ ÃŋŋêŒŚ Ĭŋ ßĬĥŶĉߌĉĬĥ ŋêßĬŋåŒǣ Ãĥå ÃňňĞĉßÃĥŚŒȊ ŚÃż ŋêŚŠŋĥŒ åêĤĬĥŒŚŋÃŚĉĥĀ ĉĥßĬĤê ÿĬŋ Śąê ňŋĉĬŋ ŽêÃŋǢ ”ąê ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ êĥŒŠŋê êÃßą ÃňňĞĉßÃĥŚ ĉŒ ÃŒŒĉĀĥêå à ÿÃĉŋ Ãĥå ĘŠŒŚĉÿĉÃÞĞê ŒßĬŋê ÞÃŒêå Ĭĥ Śąê ŒßĬŋĉĥĀ ŋŠÞŋĉß Ãĥå ŒßĬŋĉĥĀ ŚêĤňĞÃŚê ÃŒ ÃňňŋĬŶêå ÞŽ Śąê
ĉŚŽǢ
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ĉŚŽ ĬňêĥŒ ĉŚŒ ÃňňĞĉßÃŚĉĬĥ ňĬŋŚÃĞ ÿĬŋ ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌêŒǢ ”ąê ÿĉŋŒŚ ÃňňĞĉßÃŚĉĬĥ ĉŒ ŋêßêĉŶêå Ãĥå ŒêߊŋêĞŽ ŚŋÃĥŒĤĉŚŚêå ŚĬ
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ŠŒĉĥꌌ ŒêŋŶĉßêŒǢ
”ąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ßĬĥåŠßŚŒ Ãĥ ĉĥĉŚĉÃĞ ŋêŶĉêŷ Ĭÿ Śąê ÃňňĞĉßÃŚĉĬĥ ŚĬ êĥŒŠŋê ĉŚ ĤêêŚŒ ÃĞĞ ŋêŊŠĉŋêĤêĥŚŒ ÃŒ ĞÃĉå ĬŠŚ ĉĥ Śąê ŒßĬŋĉĥĀ ŚêĤňĞÃŚê Ãĥå ÃňňŋĬŶĉĥĀ fŋåĉĥÃĥßêŒǢ Fÿ Śąê ÃňňĞĉßÃŚĉĬĥ ĉŒ ÿĬŠĥå ŚĬ Þê åêÿĉßĉêĥŚ Ĭŋ ĉĥßĬĤňĞêŚê ĉĥ ÃĥŽ ÿĬŋĤǣ ÃĥĥÃ
ŠŒĉĥꌌ
ŒêŋŶĉßêŒ ŷĉĞĞ ňŋĬŶĉåê à åêŚÃĉĞêå åêÿĉßĉêĥߎ ĥĬŚĉßê Ãĥå ßĬĬŋåĉĥÃŚê ŷĉŚą Śąê ĉŚŽ ŚĬ êĥŒŠŋê Śąê
ÃňňĞĉßÃĥŚ ŋêßêĉŶêŒ Ã ÿŠĞĞ êżňĞÃĥÃŚĉĬĥ Ĭÿ ŷąÃŚ ĉŒ ĤĉŒŒĉĥĀ ÿŋĬĤ Śąêĉŋ ÃňňĞĉßÃŚĉĬĥǢ <ĬĞĞĬŷ Šň ŷĉŚą ßĞĉêĥŚ ŋêĀÃŋåĉĥĀ ŊŠêŒŚĉĬĥŒ ŋêĞÃŚêå ŚĬ à åêÿĉßĉêĥߎ ĥĬŚĉßêǣ ŋêŶĉêŷĉĥĀ ÿĬĞĞĬŷ Šň ĉĥÿĬŋĤÃŚĉĬĥ ŒŠÞĤĉŚŚêå ÞŽ ÃňňĞĉßÃĥŚǣ ňŋêňÃŋÃŚĉĬĥ Ĭÿ ÿĬĞĞĬŷ Šň åêÿĉßĉêĥߎ ĥĬŚĉßêŒǣ ÃŒ ĥêêåêåǢ
”ąê ŒŚÃĥåÃŋå ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ňŋĬßꌌ ŷĉĞĞ ĉĥßĞŠåê ŒêŶêŋÃĞ ŒŚêňŒǣ ŷąĉßą Ãŋê ÞŋĬěêĥ åĬŷĥ ÞŽ êŒŚĉĤÃŚêå ŚĉĤê Ĭÿ ßĬĤňĞêŚĉĬĥǤ

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<ĬĞĞĬŷ Šň ŷĉŚą ßĞĉêĥŚ ŋêĀÃŋåĉĥĀ ŊŠêŒŚĉĬĥŒ ŋêĞÃŚêå ŚĬ à åêÿĉßĉêĥߎ ĥĬŚĉßêǣ ŋêŶĉêŷĉĥĀ ÿĬĞĞĬŷ Šň ĉĥÿĬŋĤÃŚĉĬĥ ŒŠÞĤĉŚŚêå ÞŽ ÃňňĞĉßÃĥŚǣ ňŋêňÃŋÃŚĉĬĥ Ĭÿ ÿĬĞĞĬŷ Šň åêÿĉßĉêĥߎ ĥĬŚĉßêŒǣ ÃŒ ĥêêåêåǢ
fĥßê Śąê ÃňňĞĉßÃŚĉĬĥ ĉŒ åêŚêŋĤĉĥêå ŚĬ Þê ßĬĤňĞêŚêǣ Śąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ ÿŠĞĞŽ ŋêŶĉêŷ Ãĥå ŒßĬŋê Śąê ÃňňĞĉßÃŚĉĬĥ ÞÃŒêå Ĭĥ Śąê ŒßĬŋĉĥĀ ŋŠÞŋĉß Ãĥå ŚêĤňĞÃŚêǢ fĥßê Śąê ÃňňĞĉßÃŚĉĬĥ ĉŒ ŒßĬŋêåǣ Śąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ ňŋĬŶĉåê à åêŚÃĉĞêå ŒßĬŋĉĥĀ ŋêňĬŋŚ êżňĞÃĉĥĉĥĀ Śąê ŋÃŚĉĬĥÃĞê ÿĬŋ êÃßą ĉĥåĉŶĉåŠÃĞ ŒêߌĉĬĥ ŒßĬŋê Ãĥå ÿĬŋ Śąê ĬŶêŋÃĞĞ ŒßĬŋê ÃŒŒĉĀĥêå ŚĬ Śąê ÃňňĞĉßÃŚĉĬĥǢ
fĥßê ÃĞĞ ÃňňĞĉßÃŚĉĬĥŒ ąÃŶê Þêêĥ ŒßĬŋêåǣ Śąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ ňŋĬŶĉåê à ÿĉĥÃĞ ŒßĬŋĉĥĀ ŋêňĬŋŚ ŋÃĥěĉĥĀ ÃňňĞĉßÃŚĉĬĥŒ Ãĥå ĉĥßĞŠåĉĥĀ ŋêßĬĤĤêĥåÃŚĉĬĥŒ Ĭĥ ŷąĉßą ŒąĬŠĞå Þê ÃåŶÃĥßêå ŚĬ Śąê ĥêżŚ ŋĬŠĥå Ĭÿ ßĬĥŒĉåêŋÃŚĉĬĥǢ

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ßĬĤňĞêŚêŒ ŋêŶĉêŷ Ĭÿ ÃĞĞ ÃňňĞĉßÃŚĉĬĥŒ ÃßßĬŋåĉĥĀ ŚĬ Śąê
ĉŚŽȊŒ ŚĉĤêÿŋÃĤêǢ åąêŋĉĥĀ ŒŚŋĉßŚĞŽ ŚĬ Śąê
ŚĉĤêĞĉĥêǣ Śąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ŷĉĞĞ ŒßĬŋê êÃßą ÃňňĞĉßÃŚĉĬĥ ŠŒĉĥĀ Śąê ŒßĬŋĉĥĀ ŋŠÞŋĉß Ãĥå ŷĉĞĞ ňŋĬŶĉåê ßĬĤňŋêąêĥŒĉŶê ŒßĬŋĉĥĀ ŋêňĬŋŚŒ ÿĬŋ êÃßą ÃňňĞĉßÃĥŚ ÞÃßěêå Šň ÞŽ åĬߊĤêĥŚÃŚĉĬĥ Ãĥå Ã ŚąĬŋĬŠĀą ĘŠŒŚĉÿĉßÃŚĉĬĥ ÿĬŋ êÃßą ÃňňĞĉßÃĥŚ ŒßĬŋêǢ fĥßê Śąê ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ŚêÃĤ ąÃŒ ŋêŶĉêŷêå ÃĞĞ Śąê ÃňňĞĉßÃŚĉĬĥŒ ŋêßêĉŶêå ÞŽ Śąê
ĉŚŽ ÞŽ Śąê ÃňňŋĬňŋĉÃŚê åêÃåĞĉĥêǣ ĉŚ ŷĉĞĞ ňŋĬŶĉåê Ã
ÿĉĥÃĞ ŒßĬŋĉĥĀ ŋêňĬŋŚ ŋÃĥěĉĥĀ êÃßą ÃňňĞĉßÃŚĉĬĥ Ĭĥ ĉŚŒ Ĭŷĥ ĤêŋĉŚŒ Ãĥå ĉĥ ßĬĤňÃŋĉŒĬĥ ŚĬ ĬŚąêŋ ÃňňĞĉßÃŚĉĬĥŒǢ ”ąĉŒ ÿĉĥÃĞ ŒßĬŋĉĥĀ ŋêňĬŋŚ ŷĉĞĞ ĉĥßĞŠåê ŋêßĬĤĤêĥåÃŚĉĬĥŒ Ĭĥ ŷąĉßą ÃňňĞĉßÃĥŚŒ ąÃŶê Þêêĥ ÃŒŒêŒŒêå ŚĬ Þê Śąê ĤĬŒŚ ßĬĤňĞĉÃĥŚǣ ÃåêňŚǣ Ãĥå ŋĉŒěǹÃŶêŋŒê ĉĥ åêŶêĞĬňĉĥĀ Śąêĉŋ ßÃĥĥÃÞĉŒ ŋêŚÃĉĞ ÞŠŒĉĥꌌ ňŋĬňĬŒÃĞŒǢ FŚ ŷĉĞĞ ÃĞŒĬ ĉĥßĞŠåê ŚąĬŋĬŠĀą åĬߊĤêĥŚÃŚĉĬĥ Ĭÿ êÃßą åêßĉŒĉĬĥ ŚĬ Þê ňŋĬŶĉåêå ŚĬ ÃňňĞĉßÃĥŚŒ ÃŚ Śąê
ĉŚŽȊŒ åĉŒßŋêŚĉĬĥ ĉĥ Śąê êŶêĥŚ ŚąÃŚ ÃĥŽ ÃňňĞĉßÃĥŚ ßąÃĞĞêĥĀêŒ ÿĉĥÃĞ ňêŋĤĉŚŚĉĥĀ åêßĉŒĉĬĥŒǢ

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ŒêŋŶĉßêŒ ĉŒ ŚĬ ÃŋĤ Śąê
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Page 795 of 909 ends

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ÃĞĉÿĬŋĥĉÃǣ ‚êĥĥŒŽĞŶÃĥĉÃǣ fąĉĬǣ °(ŒŚ ¯ĉŋĀĉĥĉÃǣ <ĞĬŋĉåÃǣ FĞĞĉĥĬĉŒǣ šŚÃąǣ ^ĉŒŒĬŠŋĉǣ _êŷ TêŋŒêŽǣ Ãĥå ĤĬŋêǢ ”ąŋĬŠĀą ŚąĉŒ ňŋĬßꌌ ŷê ąÃŶê ÞêßĬĤê êżňêŋŚŒ ĉĥ ŷąÃŚ ĉŚ ŚÃěêŒ ŚĬ ŷĉĥ ĞĉßêĥŒêŒ ÿĬŋ åêĞĉŶêŋŽǣ ŋêŚÃĉĞǣ ßŠĞŚĉŶÃŚĉĬĥǣ ĤÃĥŠÿÃߌŠŋĉĥĀǣ Ãĥå ňŋĬßꌌĉĥĀǢ °ê ąÃŶê ÃĞŒĬ ŷĬŋěêå ĉĥ Śąê ňŋêňÃŋÃŚĉĬĥ Ĭÿ ĞĬßÃĞ ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥŒǣ ĉĥ ßĉŚĉêŒ ŒŠßą ÃŒ =ŋêêĥÿĉêĞåǣ ^ÃŒŒÃßąŠŒêŚŚŒǣ ŚąÃŚ Ãŋê êżŚŋêĤêĞŽ ĞĉĤĉŚêå ĉĥ Śąê ĥŠĤÞêŋŒ Ĭÿ ĞĉßêĥŒêŒ ŚąêŽ ňêŋĤĉŚǢ °ê ěĥĬŷ ŷąÃŚ ĉŚ ŚÃěêŒ ŚĬ ňŋêňÃŋê à ŷĉĥĥĉĥĀ ÃňňĞĉßÃŚĉĬĥǢ fŠŋ
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ĬĤňĞĉÃĥßê ŒĬĞŠŚĉĬĥŒ XX
Ãĥå fÃěŒŚêŋåÃĤ šĥĉŶêŋŒĉŚŽ ÿĬŋ ĀŋÃåĉĥĀǣ ĉĥßĞŠåĉĥĀ ÃĞĞêĀêå ßĉŶĉĞ ßĬĥŒňĉŋÃߎǴǥ Ĭŋ ŚąêŽȄŶê ßąĬŒêĥ ŚĬ ěêêň ĀŋÃåĉĥĀ ĉĥǹąĬŠŒê ŷĉŚą ĉĥêżňêŋĉêĥßêå ŷĬŋěêŋŒ dz_êŷ TêŋŒêŽ ŒŠêå ĬŶêŋ ŚêßąĥĉßÃĞ êŋŋĬŋŒ Ãĥå êŶÃĞŠÃŚĉĬĥ ŚąÃŚ ÿÃĉĞêå ŚĬ ÞÃŒê ŒßĬŋêŒ Ĭĥ ĤêŋĉŚǴǢ fŠŋ ĀĬÃĞ ĉŒ ŚĬ ĤÃěê ňêŋŒĬĥÃĞĉƅêå ŋêŶĉêŷŒ Ĭÿ ÃňňĞĉßÃŚĉĬĥŒǢ ŠĥĥĉĥĀ ÃňňĞĉßÃŚĉĬĥŒ ŚąŋĬŠĀą ÊŚĬĤÃŚĉĬĥ
ÃĞĬĥê ÿÃĉĞŒ ÃňňĞĉßÃĥŚŒǣ ÞêßÊŒê à ßĉŚŽ Ãĥå ŒŚÃŚê ĤŠŒŚ ßĬĥŒĉåêŋ ŒĬßĉÃĞ (ŊŠĉŚŽ ĉĥĉŚĉÃŚĉŶêŒǢ ŒßĬŋĉĥĀ ŋŠÞŋĉߌ Ãĥå ňĞÃŚÿĬŋĤŒ ßÊŒê ŒßĬŋĉĥĀ ĉĥßĬĥŒĉŒŚêĥßĉêŒ Ãĥå ßÊŒê ÿŠĞĞŽǹÿŠĥåêå ĤŠĞŚĉǹŒŚÃŚê ĬňêŋÃŚĬŋŒ dz^ŒfŒǴ ŚĬ ßĬĥŒĉŒŚêĥŚĞŽ ŷĉĥ ĬŶêŋ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒ ŷąĬ ĞÃßě Śąê ÿŠĥåĉĥĀ Ĭÿ ŚąêŒê ^ŒfŒǢ ”ąê ĬĥĞŽ ŒĬĞŠŚĉĬĥ ŚĬ ÃŶĬĉå Śąê ĬŠŚßĬĤê ĉŒ ŚĬ ŠŚĉĞĉƅê Śąê êżňêŋŚĉŒê Ĭÿ êŶÃĞŠÃŚĬŋŒ ŷąĬ ąÃŶê ňŋêňÃŋêå ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥŒ ÃßŋĬŒŒ Śąê ĥÃŚĉĬĥǢ °ê ßÃĥ ŒňĬŚ ŷąêĥ ĀŋĬŠňŒ ŠŒê ȁŚĬěêĥ ĤĉĥĬŋĉŚĉêŒȂ Ĭĥ Śąêĉŋ ÃňňĞĉßÃŚĉĬĥŒǣ ŷê ŠĥåêŋŒŚÃĥå ßĬŋňĬŋÃŚê ŒŚŋŠßŚŠŋêŒ Ãĥå ąĬŷ ŚąêŽȄŋê ŠŒêå Ĭĥ ÃňňĞĉßÃŚĉĬĥŒǣ Ãĥå Śąêŋê ĉŒ ĥĬ ÃňňĞĉßÃŚĉĬĥ ŋêŊŠĉŋêĤêĥŚ ŷê ąÃŶê ĥĬŚ Œêêĥ Ãĥå ňŋêňÃŋêå ĬŠŋŒêĞŶêŒǢ

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ŠŒĉĥꌌ ŒêŋŶĉßêŒ ĉĥ ƓƑƒƙǣ
ÃŒŒĉŒŚĉĥĀ ĉĥ ßÃĥĥÃÞĉŒ ĞĉßêĥŒê ÃňňĞĉßÃŚĉĬĥ ňŋêňÃŋÃŚĉĬĥǣ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃŚĉĬĥ ÃŒŒĉŒŚÃĥßêǣ ĤŠĥĉßĉňÃĞ ĬŋåĉĥÃĥßê ŷŋĉŚĉĥĀǣ Ãĥå ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥ ĀŋÃåĉĥĀǣ ÃĤĬĥĀ ĬŚąêŋ ŒêŋŶĉßêŒǢ Page 796 of 909 Œĉĥßê Śąêĥǣ ąêŋ ÿĉŋĤ ąÃŒ ŒêŋŶêå ßĞĉêĥŚŒ ÃßŋĬŒŒ Śąê ŷĬŋĞå Ãĥå ĉĥ ÃĞĤĬŒŚ êŶêŋŽ ĞêĀÃĞ ßÃĥĥÃÞĉŒ ĤÃŋěêŚ ĉĥ Śąê šĥĉŚêå ŒŚÃŚêŒ dzĀêĬĀŋÃňąĉß ĞĬßÃŚĉĬĥŒ ĉĥßĞŠåêǣ ÞŠŚ Ãŋê ĥĬŚ ĞĉĤĉŚêå ŚĬǣ ÃĞĉÿĬŋĥĉÃǣ ŒĬŠŚą #ÃěĬŚÃǣ
FĞĞĉĥĬĉŒǣ
ÃĞĉÿĬŋĥĉÃǣ _êŶÃåÃǣ _ĬŋŚą
ÃŋĬĞĉĥÃǣ šŚÃąǣ fąĉĬǣ ĞÃÞÃĤÃǣ ‚êĥĥŒŽĞŶÃĥĉÃǣ _êŷ ^êżĉßĬǣ ŋĉƅĬĥÃǣ

ĬĞĬŋÃåĬǣ °êŒŚ ¯ĉŋĀĉĥĉÃǣ ¯ĉŋĀĉĥĉÃǣ fěĞÃąĬĤÃǣ
ĬĥĥêߌĉߊŚǣ =êĬŋĀĉÃǣ ^ĉßąĉĀÃĥǣ ^ÃŒŒÃßąŠŒêŚŚŒǣ _êŷ
¶Ĭŋěǣ ĤŠĞŚĉňĞê ŋĬŠĥåŒ ĉĥ _êŷ TêŋŒêŽǣ ŠŒŚŋÃĞĉÃǣ FĥåĉÃǣ Ãĥå _ÃŚĉŶê ĤêŋĉßÃĥ _ÃŚĉĬĥŒǢ ”ąê ŒĉĥĀĞê ĤĬŒŚ ĉĤňĬŋŚÃĥŚ ĤêŚąĬå ŚąŋĬŠĀą ŷąĉßą ŚĬ ĀÃĉĥ êĥĬŠĀą ěĥĬŷĞêåĀê ŚĬ ňŋĬŶĉåê ŒŠňňĬŋŚǣ ĉŒ ÞŽ ÞêĉĥĀ Ã ĀĞĬÞÃĞ ÿŠĞĞǹŒêŋŶĉßê ßÃĥĥÃÞĉŒǹŒňêßĉÿĉß ßĬĥŒŠĞŚÃĥߎǢ °ê ąÃŶê ŷŋĉŚŚêĥ ŷĉĥĥĉĥĀ ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥŒ ÃßŋĬŒŒ Śąê ßĬŠĥŚŋŽ ĉĥ ÞĬŚą ĥĬĥǹßĬĤňêŚĉŚĉŶê Ãĥå ąĉĀąĞŽ ßĬĤňêŚĉŚĉŶê ŒŚÃŚêŒǢ ”ąŋĬŠĀą ŚąĉŒ ňŋĬßꌌǣ ŷê ąÃŶê ÞêßĬĤê êżňêŋŚŒ ĉĥ ŷąÃŚ ĉŚ ŚÃěêŒ ŚĬ ŷĉĥ ĞĉßêĥŒêŒ ÿĬŋ åêĞĉŶêŋŽǣ ŋêŚÃĉĞǣ ßŠĞŚĉŶÃŚĉĬĥǣ ĤÃĥŠÿÃߌŠŋĉĥĀǣ ňŋĬßꌌĉĥĀǣ åêĞĉŶêŋŽǣ Ãĥå ĤĬŋêǢ °ê ąÃŶê ÃĞŒĬ ŷĬŋěêå ĉĥ Śąê ňŋêňÃŋÃŚĉĬĥ Ĭÿ ßĬĤňêŚĉŚĉŶê ßĉŚŽ Ãĥå ĤŠĥĉßĉňÃĞ ÃňňĞĉßÃŚĉĬĥ ňŋĬßꌌêŒǢ Œ Ĭĥê Ĭÿ Śąê ŷĬŋĞåȄŒ ĞêÃåĉĥĀ ßÃĥĥÃÞĉŒ ßĬĥŒŠĞŚÃĥßĉêŒ ŷê ąÃŶê êżňêŋĉêĥßê ÃßŋĬŒŒ Śąê êĥŚĉŋê ŶêŋŚĉßÃĞ Ĭÿ ŒŠňňĬŋŚ Ãĥå êŶêĥ ňŋĬŶĉåê êåŠßÃŚĉĬĥ Ãĥå ŒŠňňĬŋŚ ŚĬ ĬŚąêŋ ßÃĥĥÃÞĉŒ ßĬĥŒŠĞŚÃĥŚŒǢ <Ĭŋ ŚąĉŒ ŋêÃŒĬĥǣ ŷê ąÃŶê êÃŋĥêå Śąê ÞŠŒĉĥꌌ Ĭÿ ąŠĥåŋêåŒ Ĭÿ ÃňňĞĉßÃĥŚŒǣ ßĉŚĉêŒǣ Ãĥå ŒŚÃŚêŒ ĉĥ Śąê ĉĥ劌ŚŋŽǢ °ê ąÃŶê ĉĥŚêŋĥÃŚĉĬĥÃĞ êżňêŋĉêĥßêǣ êżňêŋĉêĥßê ĉĥ ŒŠňňĬŋŚĉĥĀ ĞĬßÃĞ ĀĬŶêŋĥĤêĥŚŒ ĉĥ Śąêĉŋ åêŶêĞĬňĤêĥŚ Ĭÿ ßÃĥĥÃÞĉŒ ňŋĬĀŋÃĤŒǣ Ãĥå êżňêŋĉêĥßê ĉĥ ŒŠňňĬŋŚĉĥĀ ŒŚÃŚê ĀĬŶêŋĥĤêĥŚŒ ŷĉŚą Śąê ŋĬĞĞĬŠŚ Ĭÿ Śąêĉŋ ŒĬßĉÃĞ êŊŠĉŚŽ ßÃĥĥÃÞĉŒ ňŋĬĀŋÃĤŒǢ fŠŋ ŚêÃĤ ąÃŒ ŒŠÞŒŚÃĥŚĉÃĞ êżňêŋĉêĥßê ĉĥ ňŋĬŶĉåĉĥĀ ÃĥÃĞŽŚĉßÃĞ ŋêŒêÃŋßąǣ åÃŚÃ ÃĥÃĞŽŒĉŒǣ ßĬĥŒŠĞŚĉĥĀǣ ÃňňĞĉßÃŚĉĬĥ Ãĥå ÞŠŒĉĥꌌ ÞŠĉĞåĬŠŚ ŒŠňňĬŋŚ ÿĬŋ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒ Ĭĥ Śąê ŒŚÃŚê Ãĥå ĞĬßÃĞ ĞêŶêĞŒǢ °ê ňŋĬŶĉåê ŚąêŒê ŒêŋŶĉßêŒ ŷĉŚą Ã ŚąĬŠĀąŚÿŠĞ ÃňňŋĬÃßąǣ ÿĬߊŒĉĥĀ Ĭĥ ßĬĤĤŠĥĉßÃŚĉĬĥ Ãĥå ßŠĞŚŠŋÃĞĞŽ ÃňňŋĬňŋĉÃŚê ĤêŚąĬåŒǢ fŠŋ ŚêÃĤ ŠĥåêŋŒŚÃĥåŒ ąĬŷ ŒĬßĉÃĞ êŊŠĉŚŽ ňŋĬĀŋÃĤŒ Ãŋê ÞŠĉĞŚ ĉĥŚĬ ŋêĀŠĞÃŚĉĬĥŒ Ãĥå ĉĤňĞêĤêĥŚêå Ĭĥ ÞĬŚą Śąê ŒŚÃŚê Ãĥå ĞĬßÃĞ ĞêŶêĞǢ °ê ÃĥÃĞŽƅê Śąê ĉĤňÃߌ Ĭÿ ŚąêŒê ňŋĬĀŋÃĤŒ Ĭĥ ßĉŚĉêŒ Ãĥå ŷê ŠĥåêŋŒŚÃĥå ąĬŷ ŒŚÃŚê Ãĥå ĞĬßÃĞ ßĬĤĤŠĥĉŚĉêŒ ßÃĥ ĉĤňŋĬŶê ŠňĬĥ Śąêĉŋ ňŋĬĀŋÃĤŒ ŚĬ ÞêŒŚ ŒêŋŶê Śąê ĉĥåĉŶĉåŠÃĞŒ ŷąĬ ąÃŶê Þêêĥ åĉŒňŋĬňĬŋŚĉĬĥÃŚêĞŽ ĉĤňÃߌêå ÞŽ ňŋĉĬŋ ßÃĥĥÃÞĉŒ ĞÃŷŒǢ ^ĬŒŚ ĉĤňĬŋŚÃĥŚĞŽǣ ŷê ÃĉĤ ŚĬ ŋêĤĬŶê Śąê ÞÃŋŋĉêŋŒ ŚąÃŚ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒ ÿÃßê ŚĬ êĥŒŠŋê Ãßßꌌ ŚĬ ĞĉßêĥŒŠŋêǣ Ãĥå ÞŠŒĉĥꌌ ÞŠĉĞåĬŠŚ ŒŠßßꌌǢ °ê ŷĬĥ à ňÃŋŚĥêŋŒąĉň ŒŚÃŚê ßĬĥŚŋÃߌ ŷĉŚą ”ŋêň ŒßąĬĬĞ ĉĥ FĞĞĉĥĬĉŒ ŚĬ ňŋĬŶĉåê ßĬĥŒŠĞŚĉĥĀ ŚĬ ĬŶêŋ ƒƑƑ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒǢ °ê ąÃŶê ŒŠňňĬŋŚêå _ÃŚĉŶê ĤêŋĉßÃĥ _ÃŚĉĬĥŒ ĉĥ Śąê ÞŠĉĞåĬŠŚ Ĭÿ Śąêĉŋ ŋêĀŠĞÃŚĬŋŽ ňŋĬĀŋÃĤŒ Ãĥå ÃňňĞĉßÃŚĉĬĥ ňŋĬĀŋÃĤŒǢ Fĥ êŶêŋŽ ŒŚÃŚê ŷĉŚą à ŒĬßĉÃĞ êŊŠĉŚŽ ňŋĬĀŋÃĤǣ ŷê ąÃŶê ňŋĬŶĉåêå ÃňňĞĉßÃŚĉĬĥ ßĬĥŒŠĞŚĉĥĀ ŚĬ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒǢ _êŷ TêŋŒêŽ
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Page 797 of 909 ends
Page 798 of 909 ends

ĉŚŋĉĥ
ĬĬňêŋĤÃĥ åŶĉŒĬŋŒ XX
ĉŒ Ĭĥê Ĭÿ Śąê ĥÃŚĉĬĥȄŒ ĞÃŋĀêŒŚ ňŋĬÿꌌĉĬĥÃĞ ŒêŋŶĉßêŒ ÿĉŋĤŒǢ ĉŚŋĉĥ

ĬĬňêŋĤÃĥ Ɋ
ĬĤňÃĥŽǣ XX‚ǣ à ĞĉßêĥŒêå ĉĥåêňêĥåêĥŚ
‚ ÿĉŋĤ ŚąÃŚ ňŋĬŶĉåêŒ ÃŚŚêŒŚ ŒêŋŶĉßêŒ Ãĥå
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ňêĬňĞê ÃßŋĬŒŒ ĬŠŋ åĬĤêŒŚĉß Ãĥå ĉĥŚêŋĥÃŚĉĬĥÃĞ ĞĬßÃŚĉĬĥŒǢ ”ąê ĬĤňÃĥŽ ŷÃŒ ÿĬŠĥåêå ĉĥ ƒƚƘƚ ÞŽ _ĉĞêŒ

ĉŚŋĉĥ Ãĥå TĬêĞ
ĬĬňêŋĤÃĥ ŷĉŚą Œêêå ĤĬĥêŽ ÿŋĬĤ ŚŷĬ ĉßĬĥĉß ŋĬßě ĥȄ ŋĬĞĞ ÞÃĥåŒ Ãĥå ąÃŒ ĀŋĬŷĥ ŚĬ ÞêßĬĤê Śąê ƓƔŋå ĞÃŋĀêŒŚ ÿĉŋĤ ĉĥ Śąê ßĬŠĥŚŋŽǢ ^ĉŚƅĉ VêÃŚĉĥĀ ÿĬŠĥåêå Śąê ÿĉŋĤȄŒ åêåĉßÃŚêå ßÃĥĥÃÞĉŒ ÃåŶĉŒĬŋŽ ŒêŋŶĉßêŒ ňŋÃߌĉßê Ãĥå Œąê ĉŒ à ĥÃŚĉĬĥÃĞĞŽ ŋêßĬĀĥĉƅêå ŒňêÃěêŋ Ãĥå êżňêŋŚ ĉĥ ßÃĥĥÃÞĉŒ ÃßßĬŠĥŚĉĥĀ Ãĥå ÞŠŒĉĥꌌ ÃåŶĉŒĬŋŽ ŒêŋŶĉßêŒǢ ”ąê ŚêÃĤ ßĬĥŒĉŒŚŒ Ĭÿ ĬŶêŋ ƓƑ ŒňêßĉÃĞĉŒŚŒ Ãĥå à ĥŠĤÞêŋ Ĭÿ ňŋÃߌĉßê Ãŋêà ŒňêßĉÃĞĉŒŚŒ ŷąĬ ÿĬߊŒ Ĭĥ Śąê ŠĥĉŊŠê ĥÃŚŠŋê Ĭÿ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽǣ Ãĥå Śąê ŚêÃĤ ĉŒ ŋêßĬĀĥĉƅêå ÃŒ ĥÃŚĉĬĥÃĞ ŒňêÃěêŋŒǣ ňŠÞĞĉŒąêå ÃŠŚąĬŋŒǣ Ãĥå êżňêŋŚŒ ĉĥ Śąê ÿĉêĞåǢ ”ąê
ĬĤňÃĥŽ ÞêĞĉêŶêŒ ŚąÃŚ Śąê ßĉŚŽ ŷĬŠĞå ÞêĥêÿĉŚ ÿŋĬĤ Śąê êżňêŋŚĉŒê Ĭÿ ĉŚŋĉĥ
ĬĬňêŋĤÃĥȄŒ åêåĉßÃŚêå
ßÃĥĥÃÞĉŒ ÃåŶĉŒĬŋŽ ŚêÃĤ ŷąĉßą ĉĥßĞŠåêŒ Ã åĉŶêŋŒê ĀŋĬŠň Ĭÿ ĉĥåĉŶĉåŠÃĞŒ ŷąĬ ŋêÿĞêߌ Śąê åĉŶêŋŒĉŚŽ ĉĥąêŋêĥŚ ĉĥ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽǢ fŠŋ ÿĉŋĤ ÞêĞĉêŶêŒ ĉĥ à ĞêŶêŋÃĀêå ÞÃŒêå ĤĬåêĞ ŒŠßą ŚąÃŚ ŒêŋŶĉßêŒ Ãŋê ňŋĬŶĉåêå ÿŋĬĤ Śąê ĉĥåĉŶĉåŠÃĞ ŷĉŚą Śąê ĞĬŷêŒŚ ÞĉĞĞĉĥĀ ŋÃŚê ÞŠŚ ÃŶÃĉĞÃÞĞê êżňêŋŚĉŒêǣ ŚĬ ĤÃżĉĤĉƅê ŶÃĞŠê ÿĬŋ Śąê ĉŚŽǢ
ååĉŚĉĬĥÃĞĞŽǣ ĬŠŋ ŚêÃĤ ŷêĞĞǹŋĬŠĥåêå ŷĉŚą ĉĥåĉŶĉåŠÃĞŒ ŷąĬ ŠĥåêŋŒŚÃĥå Śąê ÞŠŒĉĥꌌǣ ŚÃżǣ ÃßßĬŠĥŚĉĥĀǣ Ãĥå ĬňêŋÃŚĉĬĥÃĞ Œĉåê Ĭÿ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽǣ ÞŠŚ ĉŒ ÃĞŒĬ ŠĥĉŊŠê ĉĥ ŚąÃŚ Śąê ŚêÃĤȄŒ ňŋÃߌĉßê ÿĬŠĥåêŋ ÃĞŒĬ ąÃŒ êżňêŋĉêĥßê ĬňêŋÃŚĉĥĀ ĉĥ ĤŠĥĉßĉňÃĞ ĀĬŶêŋĥĤêĥŚ Ãĥå ňŋêŶĉĬŠŒĞŽ ŷĬŋěêå ÃŚ Śąê =ĬŶêŋĥĤêĥŚÃĞ ßßĬŠĥŚĉĥĀ ŒŚÃĥåÃŋåŒ
ĬÃŋå dz=Œ
Ǵ ŷąĉßą ßŋêÃŚêŒ ÃßßĬŠĥŚĉĥĀ ŒŚÃĥåÃŋåŒ ÿĬŋ ŒŚÃŚê Ãĥå ĞĬßÃĞ ĀĬŶêŋĥĤêĥŚŒǢ ”ąê ÿĉŋĤȄŒ ÃňňŋĬÃßą ŚĬ ňŋĬŶĉåĉĥĀ ŒêŋŶĉßêŒ Šĥåêŋ ŚąĉŒ <‚ ĉŒ êåŠßÃŚĉĬĥÃĞĞŽ ÞÃŒêåǼ
êĤňĬŷêŋĉĥĀ Śąê
ĉŚŽ ŷĉŚą ŚĬĬĞŒ Ãĥå ěĥĬŷĞêåĀê ŚĬ ňŋĬŶĉåê Śąê ÞêŒŚ ŋêĀŠĞÃŚĬŋŽ êĥŶĉŋĬĥĤêĥŚ ŒŠßą ŚąÃŚ Śąê
ĉŚŽ ÃߌŒ ÃŒ à ĤĬåêĞ ÿĬŋ ĬŚąêŋ ŋêĀŠĞÃŚĬŋŽ ÞĬåĉêŒ ŚĬ êĤŠĞÃŚêǢ ”ąê ÿĉŋĤ ŷĉĞĞ ŷĬŋě ŷĉŚą Śąê ĉŚŽ ŚĬ
ÞŋĉåĀê Śąê ĀÃň ÞêŚŷêêĥ ĀĬŶêŋĥĤêĥŚÃĞ ŋêĀŠĞÃŚĉĬĥǣ Ĭÿ ŷąĉßą Śąê ĉŚŽ ĉŒ Śąê êżňêŋŚǣ Ãĥå Śąê ÞŠŒĉĥꌌ
ÃŒňêߌŒ Ãĥå ßąÃĞĞêĥĀêŒ Ĭÿ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽ ÃßŋĬŒŒ Śąê ßĬŠĥŚŋŽǢ ”ąê
ĉŚŽ ÿÃßêŒ Ã ŠĥĉŊŠê ßąÃĞĞêĥĀê ĉĥ ÞÃĞÃĥßĉĥĀ Śąê ĉĤňÃߌ Ĭÿ Śąê ŋêĀŠĞÃŚĬŋŽ êĥŶĉŋĬĥĤêĥŚ Ĭĥ Śąê ÞŠŒĉĥꌌ ÃŒňêߌŒ Ĭÿ Śąê ĉĥ劌ŚŋŽǣ ĉĥßĞŠåĉĥĀ Śąê ŒĬßĉÃĞ êŊŠĉŚŽ ĉĥĉŚĉÃŚĉŶêŒǣ Śąê ßąÃĞĞêĥĀêŒ ĉĤňĬŒêå ÞŽ ĞĬßÃĞ ĤŠĥĉßĉňÃĞ ßĬĥŚŋĬĞǣ Ãĥå Śąê ĉĤňĞĉßÃŚĉĬĥŒ Ĭĥ ßÃŒą ÿĞĬŷǣ ŒŠŒŚÃĉĥÃÞĉĞĉŚŽǣ Ãĥå ŚÃż ŋêŶêĥŠêǢ ”ąê ŚêÃĤ ÃŚ

ĉŚŋĉĥ
ĬĬňêŋĤÃĥ åŶĉŒĬŋŒ XX
ąÃŒ Śąê ŠĥĉŊŠê êżňêŋŚĉŒê Ĭÿ ŠĥåêŋŒŚÃĥåĉĥĀ ĀĬŶêŋĥĤêĥŚ ĬňêŋÃŚĉĬĥŒǣ êŚąĉߌǣ ĤŠĥĉßĉňÃĞ ĬňêŋÃŚĉĬĥŒ Ãĥå ĀĬŶêŋĥĤêĥŚÃĞ ßĬĥŚŋĬĞǣ ŷąĉĞê ąÃŶĉĥĀ ňŋĬŶĉåêå ÞŠŒĉĥꌌ ŒêŋŶĉßêŒ ÿĬŋ ßÃĥĥÃÞĉŒ ßĬĤňÃĥĉêŒ ÿÃßĉĥĀ ŚąêŒê ŒÃĤê ßąÃĞĞêĥĀêŒǢ BÃŶĉĥĀ ŒêŋŶêå ÃŒ Śąê ĬŠŚŒĉåê ĉĥŶêŒŚĉĀÃŚĉŶê ŶêĥåĬŋ ÿĬŋ Śąê ^ÃŒŒÃßąŠŒêŚŚŒ
ÃĥĥÃÞĉŒ
ĬĥŚŋĬĞ
ĬĤĤĉŒŒĉĬĥ ÿĬŋ ÿĉĥÃĥßĉÃĞ ĉĥŶêŒŚĉĀÃŚĉĬĥŒ ßĬĥŒŠĞŚĉĥĀ Ãĥå
êżÃĤĉĥÃŚĉĬĥ ŒêŋŶĉßêŒ Œĉĥßê ƓƑƒƚǣ Ãĥå Śąê ^ÃŋŽĞÃĥå ^êåĉßÃĞ ÃĥĥÃÞĉŒ
ĬĤĤĉŒŒĉĬĥ Œĉĥßê ƓƑƓƑǣ
ĉŚŋĉĥ

ĬĬňêŋĤÃĥ åŶĉŒĬŋŒ ĉŒ ŠĥĉŊŠêĞŽ ňĬŒĉŚĉĬĥêå ŚĬ ÞêĀĉĥ ňŋĬŶĉåĉĥĀ ŶÃĞŠê ŚĬ Śąê ĉŚŽ ÿŋĬĤ Śąê ÿĉŋŒŚ åÃŽ ŚąÃŚ
Śąê ßĬĥŚŋÃߌ ĉŒ ŒĉĀĥêåǢ

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ĬĬňêŋĤÃĥ ąÃŒ à ĞĬĥĀ ąĉŒŚĬŋŽ Ĭÿ ßĬĥŒŠĞŚĉĥĀ Ĭĥ ĀĬŶêŋĥĤêĥŚÃĞ ňŋĬĀŋÃĤŒ Ãĥå êĞêĤêĥŚŒ Ĭÿ à ÿĉĥÃĥßĉÃĞ ĥÃŚŠŋêǢ ŒňêßĉÿĉßÃĞĞŽ ŷĉŚąĉĥ ĬŠŋ ßÃĥĥÃÞĉŒ ÃåŶĉŒĬŋŽ ŒêŋŶĉßêŒ ĀŋĬŠňǣ ŷê ąÃŶê ÃŒŒĉŒŚêå ŋêĀŠĞÃŚĬŋŒ ĉĥ ÞĬŚą Śąê ŒŚÃŚêŒ Ĭÿ ^ÃŒŒÃßąŠŒêŚŚŒ Ãĥå ^ÃŋŽĞÃĥå Ĭĥ ŶÃŋĉĬŠŒ ÃŒňêߌŒ ŋêĞÃŚêå ŚĬ Śąê ÃåĤĉĥĉŒŚŋÃŚĉĬĥ Ĭÿ ŋêĀŠĞÃŚĬŋŽ ňŋĬĀŋÃĤŒ ÃŒ ŚąêŽ ŋêĞÃŚê ŚĬ ßÃĥĥÃÞĉŒǢ ^ĉŚƅĉ VêÃŚĉĥĀ Ãĥå ^ÃŚŚ ^ÃŋŚĉĥ ŒêŋŶê ÃŒ ěêŽ ßĬĥŚÃߌŒ ŷĉŚąĉĥ Śąê ÿĉŋĤȄŒ ßĬĥŚŋÃߌŒ ŷĉŚą ÞĬŚą ŒŚÃŚê ßÃĥĥÃÞĉŒ ŋêĀŠĞÃŚĬŋŒ Ãĥå ŋêĀŠĞÃŋĞŽ ňŋĬŶĉåê à ÞŋĉåĀê ÞêŚŷêêĥ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽ Ãĥå Śąê ĀĬŶêŋĥĤêĥŚ ßąÃŋĀêå ŷĉŚą ňŋĬŶĉåĉĥĀ ňŋĬĀŋÃĤŒ ŚĬ ŚąÃŚ ĉĥ劌ŚŋŽǢ

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ĬĬňêŋĤÃĥ ÃĞŒĬ ŒêŋŶêŒ ĉĥ Ãĥ ÃåŶĉŒĬŋŽ ßÃňÃßĉŚŽ ŚĬ ŶÃŋĉĬŠŒ ÞÃĥěŒ Ãĥå ßŋêåĉŚ ŠĥĉĬĥŒ ŋêĀÃŋåĉĥĀ Śąê êŒŚÃÞĞĉŒąĤêĥŚ Ĭÿ ĞĬÃĥ ňŋĬĀŋÃĤŒ ĉĥ Śąê ňŋĉŶÃŚê ŒêߌĬŋ ŚĬ ŒêŋŶê Śąê ßÃĥĥÃÞĉŒ ßĬĤĤŠĥĉŚŽǢ Fĥ ŚąĉŒ êĥåêÃŶĬŋǣ
ĉŚŋĉĥ
ĬĬňêŋĤÃĥ ŠŚĉĞĉƅêŒ Śąêĉŋ ĉĥ劌ŚŋŽ êżňêŋĉêĥßê ŚĬ êåŠßÃŚê ŒŠßą ĞêĥåêŋŒ Ĭĥ Śąê ßąÃĞĞêĥĀêŒ Ĭÿ ĞêĥåĉĥĀ ĉĥŚĬ ŒŠßą Ãĥ ĉĥ劌ŚŋŽ Ãĥå ňŋĬŶĉåêŒ ÃŒŒĉŒŚÃĥßê ŚĬ ŚąêŒê ĉĥŒŚĉŚŠŚĉĬĥŒ ÃŒ ŚąêŽ ĞÊĥßą Śąêĉŋ ňŋĬĀŋÃĤŒǢ ååĉŚĉĬĥÃĞĞŽǣ åŠŋĉĥĀ Śąê ĤĬĥŚą Ĭÿ ňŋĉĞǣ ^ĉŚƅĉ VêÃŚĉĥĀ ŒňĬěê ŷĉŚą ŶÃŋĉĬŠŒ ĤêĤÞêŋŒ Ĭÿ Śąê ^ÃŒŒÃßąŠŒêŚŚŒ BĬŠŒê Ĭÿ êňŋêŒêĥŚÃŚĉŶêŒ ŋêĀÃŋåĉĥĀ Śąê
ňŋĬŒňêߌĉŶê ŒŚÃŚê ßÃĥĥÃÞĉŒ ŒĬßĉÃĞ êŊŠĉŚŽ ÿŠĥå ŷąĉßą ĉŒ ĉĥ ňŋĬňĬŒêå ĞêĀĉŒĞÃŚĉŶê ÿĬŋĤǢ

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ĬĬňêŋĤÃĥȄŒ ŚêÃĤ ĉŒ ŋêĀŠĞÃŋĞŽ ßĬĥŒĉåêŋêå à ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌ ĉĥ劌ŚŋŽ êżňêŋŚ Ãĥå ĉŒ ßÃĞĞêå Ĭĥ ÞŽ ŶÃŋĉĬŠŒ ĉĥåĉŶĉåŠÃĞŒǣ ĀŋĬŠňŒǣ Ãĥå ĬŋĀÃĥĉƅÃŚĉĬĥŒ ŚĬ ÃŒŒĉŒŚ ŚąêĤ ĉĥ ĥÃŶĉĀÃŚĉĥĀ Śąê ßąÃĞĞêĥĀêŒ Śąê ĉĥ劌ŚŋŽ ÞŋĉĥĀŒǢ

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ŠŒĉĥꌌ ŒêŋŶĉßêŒ ąÃŒ ŷĬŋěêå ŷĉŚą ŒŚÃŚêŒǣ ßĉŚĉêŒǣ ßĬĥŒŠĞŚĉĥĀ ßĬĤňÃĥĉêŒǣ Ãĥå êĥŚŋêňŋêĥŠŋŒ ŚąŋĬŠĀąĬŠŚ Śąê ŷĬŋĞåǢ fŠŋ ŷĬŋě Ĭĥ Śąê ŒŚÃŚê Ãĥå ĞĬßÃĞ ĞêŶêĞ ąÃŶê Þêêĥ ňŋĉĤÃŋĉĞŽ ÿĬߊŒêå Ĭĥ êåŠßÃŚĉĬĥ ÃŋĬŠĥå ąĬŷ ŚĬ ÞŠĉĞå à ßÃĥĥÃÞĉŒ ÃňňĞĉßÃŚĉĬĥ ňŋĬßꌌǣ Śąê åêŶêĞĬňĤêĥŚ Ĭÿ ĞĬßÃĞ ÃňňĞĉßÃŚĉĬĥŒǣ ňŋêŒêĥŚĉĥĀ ŚĬ ßĉŚŽ ßĬŠĥßĉĞŒǣ Ãĥå ňŋĬŶĉåĉĥĀ ŒêŋŶĉßêŒ Šĥåêŋ à ŒŚÃŚê Ĭŋ ßĉŚŽȊŒ <‚ ĥêêåŒ
dzŒĬßĉÃĞ êŊŠĉŚŽ ňŋĬĀŋÃĤ êåŠßÃŚĉĬĥǣ ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌ ÞŠĉĞåĬŠŚ êåŠßÃŚĉĬĥǣ ÃňňĞĉßÃŚĉĬĥ ňŋêňÃŋÃŚĉĬĥ ŒŠňňĬŋŚǣ Ãĥå ÃĥÃĞŽŒĉŒ Ãĥå ŋêňĬŋŚĉĥĀ Ĭÿ ßÃĥĥÃÞĉŒ ňŋĬĀŋÃĤŒ ÿĬŋ à ßĉŚŽ ŒĬ ŚąÃŚ Śąê ßĉŚŽ ßÃĥ ĉňĬŋŶê ĉŚŒ ňŋĬßꌌêŒǢ fŠŋ ßĬĤÞĉĥêå êżňêŋĉêĥßêŒ ÃĞĞĬŷ ÿĬŋ à ŒŠßßꌌÿŠĞĞŽ ŋŠĥ ňŋĬĀŋÃĤ ÞŽ Śąê ĉŚŽǢ
fÿÿĉßê XĬßÃŚĉĬĥŒ
”ąê ŷĬŋě Šĥåêŋ ŚąĉŒ
<‚ ŷĉĞĞ Þê ňêŋÿĬŋĤêå ňŋĉĤÃŋĉĞŽ ĬŠŚ Ĭÿ
ĉŚŋĉĥ
ĬĬňêŋĤÃĥȊŒ °ĬĬåĞÃĥå BĉĞĞŒǣ

 ĬÿÿĉßêǢ ”ąê ÿĉŋĤȄŒ ßÃĥĥÃÞĉŒ ÃåŶĉŒĬŋŽ ŒêŋŶĉßêŒ ňŋÃߌĉßê ĉŒ à ĥÃŚĉĬĥÃĞ ňŋÃߌĉßêǣ ÞŠŚ Śąê ĤÃĘĬŋĉŚŽ Ĭÿ ÿĉêĞåŷĬŋěǣ ŒĉŚê ŶĉŒĉŚŒǣ Ĭŋ ĬŚąêŋ ĉĥ ňêŋŒĬĥ ŋêŊŠĉŋêå ŚŋÃĉĥĉĥĀŒ Ãĥå ĤêêŚĉĥĀŒ ŷĉĞĞ Þê ßĬĥåŠßŚêå ŷĉŚą ĤêĤÞêŋŒ Ĭÿ Śąê ŚêÃĤ ŷąĬ Ãŋê ÞÃŒêå ĬŠŚ Ĭÿ Śąê
ÃĞĉÿĬŋĥĉà ĞĬßÃŚĉĬĥǢ Fĥ Ãĥ êÿÿĬŋŚ ŚĬ ňŋĬŶĉåê ßĬŒŚ
ŒÃŶĉĥĀŒ ÿĬŋ Śąê
ĉŚŽǣ ĤŠßą Ĭÿ Śąê
ĬĤňĬĥêĥŚ F ŷĬŋě ŷĉĞĞ Þê ŶĉŋŚŠÃĞǣ ÃŒ ĉŒ ŚŽňĉßÃĞ ĉĥ ÃňňĞĉßÃŚĉĬĥ ĀŋÃåĉĥĀǢ ”ąĉŒ ňŋĬßꌌ ÃĞĞĬŷŒ ĤŠĞŚĉňĞê ŚêÃĤ ĤêĤÞêŋŒ ŚĬ Ãßßꌌ à ŒĉĥĀĞê ÃňňĞĉßÃŚĉĬĥ ŒĉĤŠĞŚÃĥêĬŠŒĞŽǣ ŒĬ ÃŒ ŚĬ êĥŒŠŋê êżňêåĉêĥߎ Ãĥå ŋêåŠĥåÃĥߎ ĉĥ ŋêŶĉêŷŒǢ ÃĥĥÃ
ŠŒĉĥꌌ ŒêŋŶĉßêŒ
ŚêÃĤ ĤêĤÞêŋŒ ŒňÃĥ ÃßŋĬŒŒ Śąê ßĬŠĥŚŋŽǣ ÿŋĬĤ ‚êĥĥŒŽĞŶÃĥĉÃǣ ŒĬŠŚą ÃŋĬĞĉĥÃǣ
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ALLISON FERRANTE
1920 HUBBELL DRIVE, MOUNT PLEASANT, SC 29466 | 412-651-1175 | [email protected]

EDUCATION
GROVE CITY COLLEGE | BACHELOR OF SCIENCE (B.S.) | 2009 - 2013

BUSINESS MARKETING WITH A FOCUS IN COMMUNICATION STUDIES ACTIVITIES AND SOCIETIES: President of Sigma Theta Chi Sorority, Member of Alpha Phi Omega, New Life Ministries, Steel City Ministries, Grove City College Marketing Association, Inner City Outreach Missions, Intramural Sports

EXPERIENCE
SR. TECHNICAL WRITER | CANNA BUSINESS SERVICES | NATIONWIDE JULY 2018 - PRESENT
• Responsible for research and writing related to comprehensive state cannabis operational license applications. • Lead writer in charge of client business plan and pitch deck preparation-including client-facing meetings, data acquisition, and preparation of deliverables.
• Performed in-depth research and reporting of all state-run and locally-run cannabis Social Equity programs throughout the nation for company project related to the subject.

PROCUREMENT CONTRACT SPECIALIST | TOWN OF MOUNT PLEASANT | MOUNT PLEASANT, SC OCTOBER 2018 - PRESENT
• Responsible for contract administration to ensure that the fleet operations contract and the Town are in compliance with the terms and conditions of the contract and within budget. • Perform routine inspection and ensure proper preventative maintenance of all Town vehicles and equipment (Public Services, Fire Department, Police Department, Recreation, Transportation, etc.). • Perform routine inspection of facilities and operations. • Responsible to record maintenance of all Town assets. • Determine vehicle and equipment repair priorities when necessary. • Determine and recommend when to outsource the repair of vehicles and equipment for all departments when necessary.
• Receive new vehicles and equipment, distribute necessary paperwork, and maintain fleet records. • Coordinate and ensure the disposition of surplus property, including seized assets, in a timely manner and according to Town policy.
• Create five year vehicle and equipment replacement plan. • Oversee Town fuel acquisition and fuel logs.
• Recommend any facility improvements, machines, tools, equipment, and software required for fleet operations, as necessary.
• Maximize efficiency and ensure Town maintains a lean fleet. • Analyze cost data to identify patterns and take remedial action to reduce fleet costs GENERAL MANAGER | KOKO FITCLUB | CHARLESTON, SC
OCTOBER 2017 – OCTOBER 2018
• Meet and exceed revenue targets through marketing and sales. • Lead Fit Coach, teaching small group classes as well as one-on-one training. • Meet and exceed sales goals through execution of lead generation and promotional activities. • Oversee all Human Resource actions for two Koko Fit Club Locations, including but not limited to managing the schedule, conducting interviews, on-boarding, training, and managing staff. • Spearhead campaigns on social media platforms including Facebook and Instagram. • Manage social media planning for execution of marketing strategies and community engagement. • Monitor online presence of club's brand and engagement with users, strengthening customer relationships. • Maintain detailed records of day-to-day operations, manage club finances and payroll.

Page 806 of 909 ends

2 CONTRACT PROFESSIONAL | BECHTEL PLANT MACHINERY, INC. (BPMI) | PITTSBURGH, PA MARCH 2013 – JAN 2017
• Place and administer approximately $35 million dollar contracts with appropriate justification to support placement actions in a fast-paced, deadline-driven, high-risk environment. • Execute complete life-cycle acquisition and contract support activities including requests for proposal, proposal evaluations and negotiations, writing procurement recommendations and contract amendments, cost and price analyses, and contract administration for electrical Naval Nuclear components for the Federal Government. • Perform project management activities including forecasting, estimating, budgeting, contract management and closeout of multiple Government-funded contracts in accordance with Federal Acquisition Regulations (FAR) and Defense Contract Management Agency (DCMA).
• Maintain relationships and management of suppliers to ensure Government property is supporting various needs. • Engaged as a key member of multiple cross-functional teams (including engineering, QA, logistics and finance) to develop and implement product design/technical upgrades and modifications to satisfy client needs. • Responsible for training all new procurement professionals in the department to ensure the adherence to and understanding of federal government requirements, operating instructions and naval procurement memorandums.

CO-OWNER OF NETWORKING4MOMS (N4M) NON-PROFIT (501C3)

Page 807 of 909 ends

















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Lauren R. Miranda
Home Address: 44893 Hughes Road, Oberlin, OH 44074
440-213-0735 [email protected] Objective:

Seeking a part-time position at Canna Business Services that would bene:it from an enthusiastic and task-oriented individual who is determined to maintain order, excellence and ef:iciency in a creative setting.

Education:

Grove City College | Grove City, PA
B.A. in History | Minor in Political Science, May 2014
Lorenzo de Medici | Florence, Italy
Study Abroad | Spring 2013
Current Work Experience: Technical Writing Team and Client Liaison at Tetra Growth Systems
Previous Work Experience:

Bookseller, Barnes & Noble College (Oberlin, OH) July 2014-March 2016 • Organized and operated the sales Vloor on a daily basis • Contributed to the team responsible for processing and packing all textbook orders • Catered to customers’ online orders, inventory queries and general questions Of3ice Assistant, Integrity Improvements (LitchVield, OH) May 2010-July 2014 • Created and maintained an inventory system
• Condensed and organized various employee and customer Viles and invoices Intern, Oberlin Heritage Center (Oberlin, OH) May-August 2013 • Digitized oral histories in order to preserve the stories of Oberlin community members
• Served as a representative of the Oberlin Heritage Center at community events • Provided assistance with educational children’s summer camps • Maintained weekly “This Week in Oberlin History” facts to create a year’s worth of Facebook posts

Page 810 of 909 ends

Abby Fisher
218 Timber Dr.

Trafford, PA 15085
[email protected]
412.443.1653

EDUCATION
Geneva College, Beaver Falls PA 2017
Bachelor of Arts in Visual Communications
The Art Institute of Pittsburgh, Pittsburgh PA
Web Design Major as part of a Geneva College Study Abroad Program

EXPERIENCE
Communications/Marketing Director, New Life Presbyterian Church; Pittsburgh, PA - June 2020 - Present
Promote and advertise church services and events through various platforms Create promotional videos of sermons with iMovie to inform and encourage attendance Edit writings and letters by the Pastor before distribution to the congregation Design new graphics and media for classes, studies, sermon series, events, etc.

Photographer, Abby Fisher Photography; Pittsburgh, PA - 2014 - 2020 Shoot proposals, engagement sessions, weddings, senior portraits, as well as public and private events Create wedding videos using iMovie and/or Adobe Premiere Edit all photos using Adobe Lightroom
Office Administrator, Turner Dairy Farms, Inc.; Pittsburgh, PA - 2018 - 2019 Executive assistant to the President of the company
Wrote narratives for various State Grant applications
Coordinate projects across various departments at the dairy Research numerous target markets in relation to consumer trends Film, edit, and publish promotional videos using Adobe Premiere to market new products Wedding Photographer, Hardwig Photography; Pittsburgh, PA - 2014 - 2019 Assist main photographer in every aspect of client’s wedding day from beginning to end Shoot engagement, family, graduation, and senior sessions on side Edit all photos using Adobe Lightroom

Page 811 of 909 ends

Customer Service Rep, Turner Dairy Farms, Inc.; Pittsburgh, PA - 2013 -2018 Took customer orders over phone, through fax, and through email Regularly addressed customer concerns / issues leading to being awarded Office Employee of the Year in 2017
Marketing Internship, Turner Dairy Farms, Inc.; Pittsburgh, PA - Summer of 2016 Drove promotional vehicles to various public events to hand out merchandise and raise consumer awareness of all Turner products
Posted on multiple social media platforms to inform followers of promotional events and activities Designed new specification sheets for sales force to hand out to current and potential customers SKILLS
Adobe Suite (Photoshop, InDesign, Illustrator, Premiere, Lightroom), Photography, Microsoft Office, Microsoft & Apple/Mac systems, customer service, writing.

Page 812 of 909 ends

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ŠŒĉĥꌌ (żňĬ ƓƑƒƙ ǹ _êŷ ¶Ĭŋěǣ _¶ dz^ÃŽ ƔƑ ǹ TŠĥê Ɠǣ ƓƑƒƙǴ _êŷ TêŋŒêŽ
ÃĥĥÃÞĉŒ ƒƑƒǤ
ŠĉĞåĉĥĀ ”ąê FĥåêŒŚŋŠßŚĉÞĞê ^ÃŋĉĘŠÃĥÃ
ŠŒĉĥꌌ ǹ XĉŶĉĥĀŒŚĬĥǣ _T dz^ÃŽ ƒƙǣ
ƓƑƒƙǴ
^T
ĉƅ
Ĭĥ_êżŚ ǹ _êŷ fŋĞêÃĥŒǣ X dz^ÃŽ ƚǹƒƒǣ ƓƑƒƙǴ
ÿÿĉĞĉÃŚĉĬĥŒ
^êĤÞêŋǣ ĤêŋĉßÃĥ FĥŒŚĉŚŠŚê Ĭÿ
êŋŚĉÿĉêå ‚ŠÞĞĉß ßßĬŠĥŚÃĥŚŒ dzF
‚Ǵ
^êĤÞêŋǣ ^ÃŒŒÃßąŠŒêŚŚŒ ŒĬßĉêŚŽ Ĭÿ
êŋŚĉÿĉêå ‚ŠÞĞĉß ßßĬŠĥŚÃĥŚŒ dz^Œ
‚Ǵ
^êĤÞêŋǣ ŒŒĬßĉÃŚĉĬĥ Ĭÿ
êŋŚĉÿĉêå <ŋÊå (żÃĤĉĥêŋŒ dz
<(Ǵ

ĬĤĤŠĥĉŚŽ FĥŶĬĞŶêĤêĥŚ
^ĉŚƅĉ ąÃŒ Þêêĥ ąêÃŶĉĞŽ ĉĥŶĬĞŶêå ĉĥ ĞĬßÃĞ ĀĬŶêŋĥĤêĥŚ Œĉĥßê ƓƑƒƓǢ Œąê ŒêŋŶêå ŚŷĬ ŚêŋĤŒ ÃŒ à ĤêĤÞêŋ Ĭÿ Śąê ÞĬÃŋå Ĭÿ ŒêĞêߌĤêĥ ĉĥ XÃěêŶĉĞĞêǣ ^ ŷąêŋê Œąê ŷÃŒ ÃÞĞê ŚĬ ÞŋĉĥĀ Ã ÿĉĥÃĥßĉÃĞ ňêŋŒňêߌĉŶê ŚĬ ŚĬŷĥ ĀĬŶêŋĥĤêĥŚǢ ^ĉŚƅĉ ÃĞŒĬ ŒêŋŶêå Ĭĥ à ĥŠĤÞêŋ Ĭÿ åĉÿÿêŋêĥŚ ÞĬÃŋåŒ Ãĥå ßĬĤĤĉŒŒĉĬĥŒ ŷĉŚąĉĥ Śąê ŚĬŷĥ Ĭÿ XÃěêŶĉĞĞê Ãĥå ŷĉŚą ‚ĞŽĤĬŠŚą
ĬŠĥŚŽǢ

Page 814 of 909 ends

êŋŚĉÿĉêå ‚ŠÞĞĉß ßßĬŠĥŚÃĥŚ ĉĥ Śąê ŒŚÃŚêŒ Ĭÿ _êŷ ¶Ĭŋě Ãĥå _êŷ TêŋŒêŽ ƓƑƒƚ ”Ĭň Ɠƕ
‚Œ ǹ _T
F¾
ŷÃŋåêå ŚĬ Ɠƕ ňêĬňĞê ĉĥ Śąê ÃßßĬŠĥŚĉĥĀ ňŋĬÿꌌĉĬĥ ŷąĬ Ãŋê ŋêßĬĀĥĉƅêå ÃŒ ąÃŶĉĥĀ ĤÃåê ŒĉĀĥĉÿĉßÃĥŚ ßĬĥŚŋĉÞŠŚĉĬĥŒ ŚĬ Śąêĉŋ ÿĉŋĤŒǣ ßĬĤĤŠĥĉŚĉêŒǣ Ĭŋ Śąê ÞŠŒĉĥꌌ ĉĥ ĀêĥêŋÃĞ ĬŶêŋ Śąê ňÃŒŚ ŽêÃŋǢ
ƓƑƓƑ ‚Ĭŷêŋ ƖƑ ßßĬŠĥŚĉĥĀ ǹ _T
F¾
ƓƑƓƒ ‚Ĭŷêŋ ƖƑ ßßĬŠĥŚĉĥĀ ǹ _T
F¾
ŷÃŋåêå ŚĬ ƖƑ ąĬĥĬŋêêŒ ßąĬŒêĥ ÞŽ ĉĥ劌ŚŋŽ ňÃŋŚĉßĉňÃĥŚŒ Ãĥå Śąê ÞŠŒĉĥꌌ ßĬĤĤŠĥĉŚŽ êÃßą ŽêÃŋ ÿĬŋ Śąêĉŋ ŶĉŒĉÞĉĞĉŚŽ ÃŒ ÃßßĬŠĥŚĉĥĀ ňŋĬÿꌌĉĬĥŒ ŷąĬ Ãŋê åŋĉŶĉĥĀ _êŷ TêŋŒêŽ ÞŠŒĉĥꌌǥ ĤÃěĉĥĀ Ãĥ ĉĤňÃߌ Ĭĥ Śąê _êŷ TêŋŒêŽ êßĬĥĬĤŽǥ Ãĥå ĤÃěĉĥĀ ĉĤňĬŋŚÃĥŚ ßĬĥŚŋĉÞŠŚĉĬĥŒ ŚĬ Śąê _êŷ TêŋŒêŽ ÞŠŒĉĥꌌ ßĬĤĤŠĥĉŚŽǢ

êŋĀêĥ
ĬŠĥŚŽ <ĉĥÃĥßĉÃĞ
ŋĉĤêŒ ŒŽĤňĬŒĉŠĤ ǹ ¯ĉŋŚŠÃĞ dz_ĬŶêĤÞêŋ ƓƔǣ ƓƑƓƒǴ
ȉ”ąê =ŋêêĥ
ŠŒąȉ
Ãĥĥà ‚Ĭň šň ǹ ‚ÃŋŒĉňňÃĥŽǣ _T dzfߌĬÞêŋ ƓƘǣ ƓƑƓƒǴ
ȉBĬŷ ŚĬ =êŚ ŒŚÃŋŚêå ĉĥ Śąê
ÃĥĥÃÞĉŒ Fĥ劌ŚŋŽȉ
êÃĞ
ÃĥĥÃÞĉŒ (ĥŚŋêňŋêĥêŠŋ
Ĭĥÿêŋêĥßê ƓƑƓƒ ǻ
_êŷÃŋěǣ _T dzfߌĬÞêŋ ƒƖǹƒƗǣ ƓƑƓƒǴ
ȉ<ŋĬĤ #ŋêÃĤ ŚĬ
êÃĞĉŚŽǤ =êŚŚĉĥĀ ¶ĬŠŋ
ŠŒĉĥꌌ
êÃåŽ ÿĬŋ fňêŋÃŚĉĬĥȉ ǹ ¯ĉŋŚŠÃĞ dzŒêňŚêĤÞêŋ ƒƖǣ
ƓƑƓƒǴ
fňňĬŋŚŠĥĉŚĉêŒ ĉĥ
ÃĥĥÃÞĉŒ ‚ŋĬåŠßŚĉĬĥ Fĥ劌ŚŋĉêŒ ǹ FĀĥĉŚê XF ǹ ¯ĉŋŚŠÃĞ dzTŠĞŽ ƒƔǣ ƓƑƓƒǴ

ĬÃŋåŷÃĞě
Šåƅ
Ĭĥÿêŋêĥßê ǻ ŚĞÃĥŚĉß
ĉŚŽǣ _T dzTŠĥê ƓƖǹƓƘǣ ƓƑƓƒǴ
ȁ_êŷ TêŋŒêŽ ‚ÃŚą ŚĬ
êßŋêÃŚĉĬĥÃĞ
ÃĥĥÃÞĉŒ XêĀÃĞĉƅÃŚĉĬĥȂ ąĬŒŚêå ÞŽ
ÃĥŚĬŋ <ĉŚƅ=êŋÃĞå ǻ ¯ĉŋŚŠÃĞ
dzfߌĬÞêŋ Ɠƚǣ ƓƑƓƑǴ
ȁ_êŷ TêŋŒêŽ
ÃĥĥÃÞĉŒ XêĀÃĞĉƅÃŚĉĬĥǤ (ßĬĥĬĤĉß fňňĬŋŚŠĥĉŚĉêŒ ÿĬŋ Śąê =Ãŋåêĥ ŒŚÃŚêȂ ąĬŒŚêå ÞŽ

ŋꌌĞêŋ XÃŷ ǹ ¯ĉŋŚŠÃĞ dzfߌĬÞêŋ Ɠƒǣ ƓƑƓƑǴ
ȉBÃŋŋŽ
ÃŋňêĥŚêŋǤ _T ^ÃŋĉĘŠÃĥà Fĥ劌ŚŋŽ XêÃåêŋ Ɋ ‚ŋêĤĉêŋ ßßĬŠĥŚÃĥŚȉ BêÃåŽ_Tǣ ^Ãŋßą Ɠƕǣ ƓƑƓƑ
ȉ”ąê =ŋêêĥ ŒąĉÿŚ ǹ ”ąê ‚ĉŶĬŚ ĉĥŚĬ Śąê
ŠååĉĥĀ
ÃĥĥÃÞĉŒ Fĥ劌ŚŋŽǢȉ ǹ
Ãĥĥà ‚Ĭň šň ǹ ‚ĬåßÃŒŚ
dz^Ãŋßą ƒƗǣ ƓƑƓƑǴ

ÃĥĥÃÞĉŒ FĥŒĉåêŋ ȉ”ąê
ĬÃå ŚĬ XêĀÃĞĉƅÃŚĉĬĥȉ ǻ (åĉŒĬĥǣ _T dz^Ãŋßą ƒƑǣ ƓƑƓƑǴ
_êŷ TêŋŒêŽȊŒ XêÃåĉĥĀ ‚ŋĬÿꌌĉĬĥÃĞŒ <êÃŚŠŋêå ĉĥ Śąê ¯ÃĥĀŠÃŋå ŒêŋĉêŒǤ ßßĬŠĥŚĉĥĀ ƓƑƒƚ ŒňĬŚĞĉĀąŚ ǹ _T
ĉƅ dz^Ãŋßą ƕǣ ƓƑƒƚǴ
ȉ
ĬĤĉĥĀ #Ĭŷĥ ÿŋĬĤ Śąê BĉĀąȉ ƓƓĥå ĥĥŠÃĞ
ÃĥěŋŠňŚßŽ
êĥßą
Ãŋ
Ĭĥÿêŋêĥßê ǻ ¯ĉŋŚŠÃĞ dzTŠĥê ƒƚǣ
ƓƑƓƑǴ

fF ”ąĬŠĀąŚ XêÃåêŋŒąĉň ŒêŋĉêŒǣ ȁ”ąê ŒŚÃŚê Ĭÿ
ÃĥĥÃÞĉŒǤ (żňĞĬŋĉĥĀ

# ĉĥ _êŷ TêŋŒêŽȉ ǹ (åĉŒĬĥǣ
_T dzŠĀŠŒŚ Ƙǣ ƓƑƒƚǴ
BÃŋŋŽ
ÃŋňêĥŚêŋǣ
‚
XĉßêĥŒêŒ
BĬĥĬŋŒ Ãĥå ŷÃŋåŒ
‚ŋêŒêĥŚÃŚĉĬĥŒ Ãĥå ‚ŠÞĞĉßÃŚĉĬĥŒ

Page 815 of 909 ends

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A7¬ĀËÅB™úäƴB™õHÙ¾™‚ÅÝƤ;ƹA‚ûĝƴĕĕƤĖĔĕĜƺ
A™ÄŽ™ÙƤę٬‚Å,ÅÝä¬äéä™Ë£™Ù䬣¬™•S鎾¬ËéÅä‚ÅäÝƹ,Sƺ A™ÄŽ™ÙƤB™õxËÙ»Zä‚ä™Zˏ¬™äûË£™Ù䬣¬™•S鎾¬ËéÅä‚ÅäÝƹBxZZSƺ Ëƴ©‚¬ÙĂÅƤB™õ7™ÙݙûV‚¬ÅĂ»™ÙÝSÙˤقÄ
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££¬¾¬‚ä¬ËÅÝ

êŋŚĉÿĉêå ‚ŠÞĞĉß ßßĬŠĥŚÃĥŚ ĉĥ Śąê ŒŚÃŚêŒ Ĭÿ
ÃĞĉÿĬŋĥĉà Ãĥå FĞĞĉĥĬĉŒ

êŋŚĉÿĉßÃŚê ĉĥ
ŠŒĉĥꌌ <ĬŠĥåÃŚĉĬĥŒ

êŋŚĉÿĉßÃŚê ĉĥ ßßĬŠĥŚĉĥĀǣ š
X (żŚêĥŒĉĬĥ

êŋŚĉÿĉêå ‚ŠÞĞĉß ßßĬŠĥŚÃĥŚ ĉĥ Śąê ŒŚÃŚêŒ Ĭÿ
ÃĞĉÿĬŋĥĉà Ɋ FĞĞĉĥĬĉŒ

ÃßąêĞĬŋ Ĭÿ Œßĉêĥßêǣ ‚ŠÞĞĉß ÿÿÃĉŋŒǣ FĥåĉÃĥà šĥĉŶêŋŒĉŚŽǣ ĞĬĬĤĉĥĀŚĬĥ

êŋŚĉÿĉßÃŚê ĉĥ
ŠŒĉĥꌌ <ĬŠĥåÃŚĉĬĥŒ

êŋŚĉÿĉßÃŚê ĉĥ ßßĬŠĥŚĉĥĀǣ š
X (żŚêĥŒĉĬĥ
^ÃŚŚąêŷ ^ÃŋŚĉĥǣ
‚
XĉßêĥŒêŒ
ÿÿĉĞĉÃŚĉĬĥŒ

Page 816 of 909 ends

ƘǢ
(<(
(_
(Œ
_ÃĤê Ĭÿ ‚ŋĬĘêߌ XĬĥĀ
êÃßą

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ
ĉŚŽ Ĭÿ XĬĥĀ
êÃßąǣ
ÃĞĉÿĬŋĥĉÃ
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ TĉĤĤŽ ¯ĉĞĞÃŋêÃĞǣ
ÃĥĥÃÞĉŒ (ŊŠĉŚŽ ‚ŋĬĀŋÃĤ
ŒňêßĉÃĞĉŒŚ

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ

ÃĥĥÃ
ĉƅX
ɉĞĬĥĀÞêÃßąǢĀĬŶ
dzƖƗƓǴ ƖƘƑǹƖƓƖƑ
ƕƒƒ °Ǣ fßêÃĥ
ĞŶåǢǣ ƒƑŚą <ĞĬĬŋ
XĬĥĀ
êÃßąǣ
 ƚƑƙƑƓ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ

ÃĥĥÃ
ŠŒĉĥꌌ ŒêŋŶĉßêŒ ĉŒ ߊŋŋêĥŚĞŽ
ßĬĥŚŋÃߌêå ŚĬ ňŋĬŶĉåê ßĬĥŒŠĞŚÃŚĉĬĥ Ãĥå
ÞŠŒĉĥꌌ åêŶêĞĬňĤêĥŚ ŒêŋŶĉßêŒ ÿĬŋ ŒĬßĉÃĞ êŊŠĉŚŽ
ÃňňĞĉßÃĥŚŒ ŒêêěĉĥĀ ŚĬ Ĭňêĥ ßÃĥĥÃÞĉŒ
ÞŠŒĉĥêŒŒêŒ ĉĥ Śąê
ĉŚŽ Ĭÿ XĬĥĀ
êÃßąǣ

ÃĞĉÿĬŋĥĉÃǢ °ê Ãŋê ňŋĬŶĉåĉĥĀ ßĬĤňŋêąêĥŒĉŶê
åÃŚÃ ÃĥÃĞŽŒĉŒ Ãĥå ŋêňĬŋŚŒ Ĭĥ ĤŠĥĉßĉňÃĞ ňĞÃĥĥĉĥĀ
ňŋĉĬŋĉŚĉêŒ ŚĬ
ĉŚŽ ŒŚÃěêąĬĞåêŋŒ Ãĥå ŒĬßĉÃĞ êŊŠĉŚŽ
ÃňňĞĉßÃĥŚŒ ŚĬ êĥŒŠŋê à ŒŠŒŚÃĉĥÃÞĞê ÞŠĉĞåĬŠŚ Ĭÿ
Śąê
ĉŚŽȊŒ ŒĬßĉÃĞ êŊŠĉŚŽ ßÃĥĥÃÞĉŒ ňŋĬĀŋÃĤǢ °ê
Ãŋê êåŠßÃŚĉĥĀ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒ Ĭĥ
ÞŠŒĉĥꌌ åêŶêĞĬňĤêĥŚ ňŋĉĥßĉňĞêŒ Ãĥå Śąê
ŚêßąĥĉßÃĞ åêŚÃĉĞŒ Ĭÿ Śąê ßÃĥĥÃÞĉŒ ĉĥ劌ŚŋŽ
ŚąŋĬŠĀą ŷĬŋěŒąĬňŒ Ãĥå êåŠßÃŚĉĬĥÃĞ ĤÃŚêŋĉÃĞŒ
ŚÃŋĀêŚêå ŚĬ Œňêßĉÿĉß ĥêêåŒ ŷĉŚąĉĥ Śąê
ßĬĤĤŠĥĉŚŽǢ °ê Ãŋê ÃĞŒĬ ňŋĬŶĉåĉĥĀ Ã ÞÃŒĉß ŒêŚ Ĭÿ
ßĬŠŋŒê ĤÃŚêŋĉÃĞŒ Ĭĥ ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌ ŒŚÃŋŚŠň
ÿĬŋ ŒĬßĉÃĞ êŊŠĉŚŽ ÃňňĞĉßÃĥŚŒ ŚĬ Þê ąĬŠŒêå Ĭĥ Śąê

ĉŚŽ ŷêÞŒĉŚê ÃŒ à ňŠÞĞĉß êåŠßÃŚĉĬĥÃĞ ŋêŒĬŠŋßêǢ

__
šŒF_(ŒŒ Œ(
¯F
(Œ

Page 817 of 909 ends

__
šŒF_(ŒŒ Œ(
¯F
(Œ
_ÃĤê Ĭÿ ‚ŋĬĘêߌ FĞĞĉĥĬĉŒ ŒĬßĉÃĞ (ŊŠĉŚŽ
ÃĥĥÃÞĉŒ

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ ”ŋêň ŒßąĬĬĞ
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ ”ŋĉßĉà ”êÃĀŠê

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ
”ŋĉßĉÃɉ”ąê”ŋêňŒßąĬĬĞǢßĬĤ
ƙƑƑǹƚƖƒǹƙƑƘƖ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ
XĬßÃĞ
ÃĥĥÃÞĉŒ ‚ŋĬĀŋÃĤ
ŠĉĞåĬŠŚ ŒŠňňĬŋŚ (åŠßÃŚĉĬĥ
ÃŋĬŠĥå ŋêĀŠĞÃŚĬŋŽ ÃŠŚąĬŋĉŚŽ ňŋĬŶĉåêå ŚĬ ĤŠĥĉßĉňÃĞĉŚĉêŒ
ĉĥ Śąê ŒŚÃŚê Ãĥå ÃňňĞĉßÃŚĉĬĥǯĞĉßêĥŒê ŚŽňêŒǢ
ÃĥĥÃ

ŠŒĉĥꌌ ŒêŋŶĉßêŒ ŷĬŋěêå ŷĉŚą Śąê
ĬŋĬŠĀą ŚŚĬŋĥêŽ
ŚĬ ňŋêňÃŋê ŒŚÃĥåÃŋå
êŒĬĞŠŚĉĬĥ Ãĥå ¾ĬĥĉĥĀ XêŚŚêŋŒ ĉĥ
ßĬĤňĞĉÃĥßê ŷĉŚą ŒŚÃŚê ŋêĀŠĞÃŚĉĬĥŒǢ °ê ňŋĬŶĉåêå
ĀŠĉåÃĥßê Ãĥå ŒŠňňĬŋŚ ÃŋĬŠĥå Śąê ƅĬĥĉĥĀ Ĭÿ ßÃĥĥÃÞĉŒ
ÞŠŒĉĥꌌêŒǣ ŒêŚŚĉĥĀ ĤĉĥĉĤŠĤ ŒêŚÞÃßě ŋêŊŠĉŋêĤêĥŚŒ
ÞÃŒêå Ĭĥ Śąê ÞŠŒĉĥꌌ ĤÃěêŠň Ĭÿ Śąê
ĬŋĬŠĀąǣ Ãĥå
êŒŚÃÞĞĉŒąĉĥĀ Ã ňŋĬßꌌ ÿĬŋ Śąê ÃßßêňŚÃĥßêǣ ŋêŶĉêŷǣ Ãĥå
ÃňňŋĬŶÃĞǯåêĥĉÃĞ Ĭÿ ÃňňĞĉßÃĥŚ ňŋĬňĬŒÃĞŒǢ °ê ÃŒŒĉŒŚêå
ŷĉŚą ÞŠĉĞåĬŠŚ Ĭÿ ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ßŋĉŚêŋĉà Ãĥå
ňŋĬŶĉåêå ßĬĤňÃŋĉŒĬĥ Ĭĥ ßÃĥĥÃÞĉŒ ÞŠŒĉĥꌌ ňŋĬĀŋÃĤ
ŋĬĞĞĬŠŚŒ Ĭÿ ĬŚąêŋ ĤŠĥĉßĉňÃĞĉŚĉêŒ ĉĥ Śąê ŒŚÃŚêǢ °ê ÃĞŒĬ
ňŋĬŶĉåêå ßĬĥŒŠĞŚÃŚĉĬĥ Ĭĥ ÞŠĉĞåĉĥĀ ÿêê ŒŚŋŠßŚŠŋêŒ Ãĥå
êŒŚÃÞĞĉŒąĉĥĀ ŋĬÞŠŒŚ ßĬĤĤŠĥĉßÃŚĉĬĥŒ ŷĉŚą ĉĥŚêŋêŒŚêå
ÃňňĞĉßÃĥŚŒǢ ”ąĬŠĀą ŷê åĉå ßĬĤňĞêŚê ĬŠŋ ßĬĥŒŠĞŚÃŚĉĬĥ
Ãĥå ĉĥĉŚĉÃĞ ÞŠĉĞåĬŠŚ Ĭÿ Ãĥ ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ ňŋĬßêåŠŋê ÿĬŋ Śąê
ĬŋĬŠĀą Ĭÿ
ÃĞåŷêĞĞǣ ĤŠĥĉßĉňÃĞ ÃŠŚąĬŋĉŚĉêŒ
êĥåêå Šň ĥĬŚ ÃĞĞĬŷĉĥĀ ßÃĥĥÃÞĉŒ ÞŠŒĉĥêŒŒêŒ ŚĬ ĞĬßÃŚê
ĉĥ Śąê
ĬŋĬŠĀąǢ

Page 818 of 909 ends

_ÃĤê Ĭÿ ‚ŋĬĘêߌ FĞĞĉĥĬĉŒ ŒĬßĉÃĞ (ŊŠĉŚŽ
ĞĉêĥŚ ňňĞĉßÃŚĉĬĥŒ

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ ¯ÃŋĉĬŠŒ
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ ^ÃŋĉŒŒÃ
ĬŋŚêŒǣ <ĬŋĤêŋ #ĉŋêߌĬŋ Ĭÿ fňêŋÃŚĉĬĥŒ

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ ĤĞßĬŋŚêŒƘƗƚƑɉĀĤÃĉĞǢßĬĤ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ
‚ŋêňÃŋêå Ãĥå ŒŠÞĤĉŚŚêå ƓƔ ÃňňĞĉßÃŚĉĬĥŒ ÿĬŋ ŒĬßĉÃĞ
(ŊŠĉŚŽ ßĞĉêĥŚŒ ĉĥ FĞĞĉĥĬĉŒ ĉĥ ƓƑƓƑǢ ”ąĉŒ ßĬĤňŋêąêĥŒĉŶê
ÃňňĞĉßÃŚĉĬĥ ňŋêňÃŋÃŚĉĬĥ ŷĬŋě ŋêŊŠĉŋêå ĤŠĞŚĉňĞê ÃŋêÃŒ
Ĭÿ ŒŠňňĬŋŚǣ ĉĥßĞŠåĉĥĀ ąêĞňĉĥĀ Śąê ŚêÃĤ ňŋêňÃŋê Śąêĉŋ
ĬŋĀÃĥĉƅÃŚĉĬĥÃĞ ŒŚŋŠßŚŠŋêǣ ąêĞň ŚêÃĤŒ ŠĥåêŋŒŚÃĥå Śąê
ŋêŊŠĉŋêå ÿĉĥÃĥßĉÃĞ ŒŠňňĬŋŚ Ãĥå ĬÞŚÃĉĥ ĉŚǣ ňŋêňÃŋê ÃĞĞ
ŒêߌĉĬĥŒ Ĭÿ Śąê ÃňňĞĉßÃŚĉĬĥǣ ĉĥßĞŠåĉĥĀ Śąê ŒêߊŋĉŚŽ
‚ĞÃĥǣ „ŠÃĞĉŚŽ ŒŒŠŋÃĥßê ‚ĞÃĥǣ °ÃŒŚê #ĉŒňĬŒÃĞ ‚ĞÃĥǣ
<ĞĬĬŋ ‚ĞÃĥŒǣ êŚßǢ ”ąêŒê ŋÃĥĀêå ĉĥ ßĬŒŚ ÿŋĬĤ ȔƗƖǣƑƑƑ ǹ
ȔƒƑƑǣƑƑƑ ňêŋ ÃňňĞĉßÃŚĉĬĥǢ <ĬŠŋŚêêĥ Ĭÿ Śąê ňŋĬĘêߌŒ
ÞêĀÃĥ ĉĥ ŠĀŠŒŚ Ĭÿ ƓƑƓƑ Ãĥå ĥĉĥê ÞêĀÃĥ ĉĥ ŒêňŚêĤÞêŋ
Ĭÿ ƓƑƓƑǢ ‚ŋĬĘêߌ ^ÃĥÃĀêŋ Ãĥå ÃĞĞ TŋǢ (ŶÃĞŠÃŚĬŋŒ Ãĥå

ĬĤňĞĉÃĥßê ĀêĥŚŒ ňÃŋŚĉßĉňÃŚêå ĉĥ Śąê ňŋêňÃŋÃŚĉĬĥ Ĭÿ
ŚąêŒê ÃňňĞĉßÃŚĉĬĥŒ Ãĥå ÿÃßĉĞĉŚÃŚêå Śąêĉŋ ŒŠÞĤĉŒŒĉĬĥ ŚĬ
Śąê ŒŚÃŚê Ĭÿ FĞĞĉĥĬĉŒǢ ‚ŋĬĘêߌ ^ÃĥÃĀêŋ ĬŶêŋŒÃŷ Śąê
ňŋĬßêŒŒêŒ Ãĥå ŒêŊŠêĥßĉĥĀ Ĭÿ ÃĞĞ ƓƔ ßĞĉêĥŚŒǢ TŋǢ
(ŶÃĞŠÃŚĬŋŒ Ãĥå
ĬĤňĞĉÃĥŚ ĀêĥŚŒ ňŋêňÃŋêå êżŚêĥŒĉŶê
ÃňňĞĉßÃŚĉĬĥŒ ÿĬŋ êÃßą ßĞĉêĥŚ dzÃňňŋĬżĉĤÃŚêĞŽ ƓƖƑ ňÃĀêŒ
êÃßą ÃňňĞĉßÃŚĉĬĥǴǢ °ê ÃĞŒĬ ÿÃßĉĞĉŚÃŚê Śąê ŋêŶĉêŷ Ĭÿ
ÃňňĞĉßÃŚĉĬĥŒ Ĭÿ ŒĬßĉÃĞ (ŊŠĉŚŽ ňňĞĉßÃĥŚŒ ĉĥ Śąêĉŋ
ŒŠÞĤĉŒŒĉĬĥ ŚĬ Śąê ŒŚÃŚê ÿĬŋ ÃňňŋĬżĉĤÃŚêĞŽ ȔƖǣƑƑƑ ǹ
ȔƒƖǣƑƑƑ ňêŋ ÃňňĞĉßÃŚĉĬĥǢ

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(Œ

Page 819 of 909 ends

_ÃĤê Ĭÿ ‚ŋĬĘêߌ
ÃĥĥÃÞĉŒ <ĉĥÃĥßĉÃĞ ŠåĉŚĉĥĀ

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ ^ÃŒŒÃßąŠŒêŚŚŒ
ÃĥĥÃÞĉŒ
ĬĥŚŋĬĞ
ĬĤĤĉŒŒĉĬĥ
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ
(åŠÃŋåĬ =ŠÃŋåĉĬĞÃǣ FĥŶêŒŚĉĀÃŚĉĬĥŒ fÿÿĉßêŋǣ
^ÃŒŒÃßąŠŒêŚŚŒ
ÃĥĥÃÞĉŒ
ĬĥŚŋĬĞ
ĬĤĤĉŒŒĉĬĥ

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ ŶÃĉĞÃÞĞê ŠňĬĥ ŋêŊŠêŒŚ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ
ŒŒĉŒŚ Śąê
ĬĤĤĉŒŒĉĬĥ ĉĥ åêŶêĞĬňĉĥĀ ŒŚÃĥåÃŋå
ĬňêŋÃŚĉĥĀ ňŋĬßêåŠŋêŒ Ãĥå ŒŚÃĥåÃŋåĉƅêå
ĉĥŶêŒŚĉĀÃŚĉŶê ňĞÃĥ ÿĬŋ ÃĞĞ ĉĥŶêŒŚĉĀÃŚĉĬĥŒǥ
(åŠßÃŚĉĥĀ Śąê
ĬĤĤĉŒŒĉĬĥ ŒŚÃÿÿĬĥ Śąê ßÃĥĥÃÞĉŒ
ĉĥ劌ŚŋŽ ÃŒ ĉŚ ŋêĞÃŚêŒ ŚĬ ÞŠŒĉĥꌌ ŒŚŋŠßŚŠŋê Ãĥå
ÿĉĥÃĥßĉÃĞ ŋêňĬŋŚĉĥĀǥ

ŋêÃŚĉĬĥ Ĭÿ Ãĥ ĉĥŚêŋĥÃРÊåĉŚ ŷĬŋě ňĞÃĥ ŚĬ ÃßąĉêŶê
Śąê
ĬĤĤĉŒŒĉĬĥȄŒ ĬÞĘêߌĉŶêŒ ŷĉŚą ŋêĀÃŋå ŚĬ
ÿĉĥÃĥßĉÃĞ ĉĥŶêŒŚĉĀÃŚĉĬĥŒǥ

ĬĥåŠßŚ ÿĬŋêĥŒĉß ÿĉĥÃĥßĉÃĞ ĉĥŚêŋĥÃРÊåĉŚŒ ÿĬŋ Śąê

ĬĤĤĉŒŒĉĬĥ Ĭĥ ĞĉßêĥŒê ąĬĞåêŋŒǥ
‚ŋĬŶĉåê ĉĥÿĬŋĤÃŚĉĬĥǣ ÃåŶĉßê Ãĥå ŋêßĬĤĤêĥåÃŚĉĬĥŒ
ŚĬ Śąê
ĬĤĤĉŒŒĉĬĥ ŷĉŚą ŋêŒňêߌ ŚĬ ĞêĀĉŒĞÃŚĉŶê Ãĥå
ŋêĀŠĞÃŚĬŋŽ ßąÃĥĀêŒǥ
ŒêŋŶê ÃŒ Śąê
ĬĤĤĉŒŒĉĬĥȄŒ ŒŠÞĘêߌ ĤÃŚŚêŋ êżňêŋŚ
Ĭĥ ÃßßĬŠĥŚĉĥĀ Ãĥå ßĬŋňĬŋÃŚê ŒŚŋŠßŚŠŋêǢ

ĉŚŋĉĥ
ĬĬňêŋĤÃĥ ߊŋŋêĥŚĞŽ ąĬĞåŒ Ã ßĬĥŚŋÃߌ ŷĉŚą Śąê
^ÃŒŒÃßąŠŒêŚŚŒ
ÃĥĥÃÞĉŒ
ĬĥŚŋĬĞ
ĬĤĤĉŒŒĉĬĥ dzŚąê

ĬĤĤĉŒŒĉĬĥǴ ÿĬŋ ÿĉĥÃĥßĉÃĞ Ãĥå ßĬŋňĬŋÃŚê
ĉĥŶêŒŚĉĀÃŚĉĬĥŒ Ãĥå ÃŒŒĬßĉÃŚêå ŒêŋŶĉßêŒ ÿĬŋ Śąê ĞĉßêĥŒê
ąĬĞåêŋŒ ĉĥ Śąê
ĬĤĤĬĥŷêÃĞŚą Ĭÿ ^ÃŒŒÃßąŠŒêŚŚŒǢ
šĥåêŋ ŚąĉŒ ßĬĥŚŋÃߌǣ
ĉŚŋĉĥ
ĬĬňêŋĤÃĥ ňŋĬŶĉåêŒ Śąê
ÿĬĞĞĬŷĉĥĀ ŒêŋŶĉßêŒǤ
ƒǢ
ƓǢ
ƔǢ
ƕǢ
ƖǢ
ƗǢ

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Page 820 of 909 ends

_ÃĤê Ĭÿ ‚ŋĬĘêߌ ^ÃŒŚêŋ ‚ŋĉßĉĥĀ XĉŒŚ

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ ŒŚÃŚê Ĭÿ
ąĬåê FŒĞÃĥå
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ
#ĬŋĬŚąŽ ‚ÃŒßÃĞêǣ
‚ǣ
<<
ąĉêÿǣ fÿÿĉßê Ĭÿ FĥŚêŋĥÃĞ
ŠåĉŚ

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ ƕƑƒǹƖƘƕǹƙƒƗƘ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ
<Ĭŋ Śąê fÿÿĉßê Ĭÿ FĥŚêŋĥÃĞ ŠåĉŚ ĉĥ Śąê ŒŚÃŚê Ĭÿ
ąĬåê
FŒĞÃĥåǣ
ĉŚŋĉĥ
ĬĬňêŋĤÃĥ ĉŒ ĞĉŒŚêå ÃŒ Ãĥ ÃňňŋĬŶêå Ãĥå
ňŋêǹŊŠÃĞĉÿĉêå ŶêĥåĬŋ Ĭĥ Śąê ^ÃŒŚêŋ ‚ŋĉßĉĥĀ XĉŒŚǣ
ŷąêŋêÞŽ
ĉŚŋĉĥ
ĬĬňêŋĤÃĥ ĉŒ ĬÿŚêĥ ÃŷÃŋåêå ÞĉåŒ ÞŽ
Śąê ŒŚÃŚê ÿĬŋ ŶÃŋĉĬŠŒ ĉĥŶêŒŚĉĀÃŚĉŶê Ãĥå Ĭŋ ßĬĥŒŠĞŚĉĥĀ
ňŋĬĘêߌŒ ÃŒ åêŚêŋĤĉĥêå ÞŽ Śąê ŒŚÃŚêǢ ‚ŋĬĘêߌŒ
ßĬĤňĞêŚêå åŠŋĉĥĀ Śąê ŚĉĤê ňêŋĉĬå Ĭÿ ƓƑƒƖ ǹ ňŋêŒêĥŚ
êĥßĬĤňÃŒŒ Śąê ÿĬĞĞĬŷĉĥĀǤ FĥŚêŋĥÃĞ ßĬĥŚŋĬĞ Ãĥå ŋĉŒě
ÃŒŒêŒŒĤêĥŚ ŚêŒŚĉĥĀǥ ßĬĥŚŋÃߌ ßĬĤňĞĉÃĥßê ňŋĬĘêߌŒǥ
ÃĀŋêêåǹŠňĬĥ ňŋĬßêåŠŋêŒ ŋêĞÃŚêå ŚĬ ßĬĤňĞĉÃĥßê ŷĉŚą
ĞÃŷŒ Ãĥå ŋêĀŠĞÃŚĉĬĥŒ Ĭÿ Śąê ŒŚÃŚê Ãĥå ŚêŒŚĉĥĀ Ĭÿ Śąê
ŒÃĤêǣ ŋêŒŠĞŚĉĥĀ ĉĥ ÿĉĥåĉĥĀŒ ŋêĞÃŚêå ŚĬ Śąê ĉĥŚêŋŒêߌĉĬĥ Ĭÿ =êĥêŋÃĞ XÃŷ Ãĥå Śąê ňŋÃߌĉßêŒ Ĭÿ ňŋĉŶÃŚê
ßĬĤňÃĥĉêŒǢ

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Page 821 of 909 ends

_ÃĤê Ĭÿ ‚ŋĬĘêߌ BêÃĞŚą
ÃĥÃåÃ
ÃĥĥÃÞĉŒ „ŠÃĞĉŚŽ ŒŒŠŋÃĥßê

ĞĉêĥŚ #êŒßŋĉňŚĉĬĥ BêÃĞŚą
ÃĥÃåà Ãĥå Śąê
ÃĥÃåĉÃĥ
êŶêĥŠê Āêĥߎ
_ÃĤê Ĭÿ ‚ŋĉĤÃŋŽ
ĬĥŚÃߌ šĥåêŋ _# Ãĥå
ĬĥÿĉåêĥŚĉÃĞĉŚŽ ĀŋêêĤêĥŚŒ

ĬĥŚÃߌ FĥÿĬŋĤÃŚĉĬĥ šĥåêŋ _# Ãĥå
ĬĥÿĉåêĥŚĉÃĞĉŚŽ ĀŋêêĤêĥŚŒ
‚ŋĬĘêߌ ŒŠĤĤÃŋŽ
Œĉĥßê ƓƑƑƙǣ ßĬĥåŠßŚŒ ŊŠÃĞĉŚŽ ÃŒŒŠŋÃĥßê ŋêŶĉêŷŒ Ĭÿ
ßÃĥĥÃÞĉŒ ňŋĬåŠßŚĉĬĥ Ãĥå ňŋĬßꌌĉĥĀ ÿÃßĉĞĉŚĉêŒǣ ąĉŋêå ŚĬ ňŋêňÃŋê ĉĥ Śąê êŶêĥŚ Ĭÿ Ãĥ ÊåĉŚǢ ”ąĉŒ ňŋĬßꌌ ŋêŊŠĉŋêŒ ĉĥǹåêňŚą ŠĥåêŋŒŚÃĥåĉĥĀ Ĭÿ ÞĬŚą ĞÃŷŒ Ãĥå ŋêĀŠĞÃŚĉĬĥŒ
ŚąŋĬŠĀąĬŠŚ
ÃĥÃåà Ãĥå Śąê šĥĉŚêå ŒŚÃŚêŒǣ ŒŠÞĤĉŒŒĉĬĥ
Ĭÿ ŋêňĬŋŚŒ ŚĬ ĀĬŶêŋĥĤêĥŚ ÃŠŚąĬŋĉŚĉêŒ ŒŠßą ÃŒ BêÃĞŚą

ÃĥÃåà dzB
Ǵ Ãĥå Śąê
ÃĥÃåĉÃĥ
êŶêĥŠê Āêĥߎ
dz

ǴǢ

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Page 822 of 909 ends

21 (;+,%,7³C´

COMPENSATION RATE

Page 823 of 909 ends

ƚǢ <(( Œ
B(#šX(
”ÃŒě BĬŠŋĞŽ
ĬŒŚ (ŒŚĉĤÃŚêå ”ĬŚÃĞ
ĬŒŚ
<ĬŠĥåÃŚĉĬĥÃĞ ĥÃĞŽŒĉŒ ƒƖ ąĬŠŋŒ ÃŚ ȔƒƖƑǯąŋ ȔƓǣƓƖƑ
#êŶêĞĬňĤêĥŚ Ĭÿ
êĀŠĞÃŚĉĬĥŒ ƕƖ ąĬŠŋŒ ÃŚ ȔƓƑƑǯąŋ ȔƚǣƑƑƑ
#êŶêĞĬňĤêĥŚ Ĭÿ ňňĞĉßÃŚĉĬĥ ^ÃŚêŋĉÃĞŒ ƕƑ ąĬŠŋŒ ÃŚ ȔƒƖƑǯąŋ ȔƗǣƑƑƑ #êŶêĞĬňĤêĥŚ Ĭÿ ŒßĬŋĉĥĀ
ŠÞŋĉß ƒƑ ąĬŠŋŒ ÃŚ ȔƒƖƑǯąŋ ȔƒǣƖƑƑ
”ŋÃĉĥĉĥĀ Ĭÿ ŒŚÃÿÿ ÿĬŋ ÃňňĞĉßÃŚĉĬĥ ŋêŶĉêŷ
ƒƖ ąĬŠŋŒ ÃŚ ȔƒƖƑǯąŋ ňêŋ
ŚêÃĤ ĤêĤÞêŋ
ȔƒƒǣƓƖƑ

êŶĉêŷ Ãĥå (ŶÃĞŠÃŚê ňňĞĉßÃŚĉĬĥŒ ǯ
‚ŋêňÃŋÃŚĉĬĥ Ĭÿ #êÿĉßĉêĥߎ _ĬŚĉßêŒ
ƕƑ ąĬŠŋŒ ÃŚ ȔƒƖƑǯąŋ ňêŋ
ÃňňĞĉßÃŚĉĬĥ
ȔƗǣƑƑƑ
FĥŚêŋŶĉêŷŒ Ĭÿ ŒąĬŋŚĞĉŒŚêå ňňĞĉßÃĥŚŒ
ƕ ąĬŠŋŒ Ĭÿ ňŋêňÃŋÃŚĉĬĥ ÿĬŋ
êÃßą ĉĥŚêŋŶĉêŷǥ ƒ ąĬŠŋ
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Page 824 of 909 ends

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êňĬŋŚ åŋÃÿŚĉĥĀ ȔƒƖƑǯąĬŠŋǣ êŒŚǢ Ɩ ąĬŠŋŒ ňêŋ ŋêňĬŋŚ
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Page 825 of 909 ends

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Page 826 of 909 ends

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Page 827 of 909 ends
Page 1 of 2 ends

FALSE CLAIMS ACT CERTIFICATION/

FALSE CLAIMS ACT VIOLATION HISTORY
Proposer shall provide either the certification requested below or the information requested on the next page.

Failure to certify or provide the requested information may result in a determination that the Proposer is non-responsive and City may reject the proposal on this basis. Failure to fully and accurately provide the requested certification or information may result in a determination that the Proposer is not responsible and City may reject the proposal on this basis as well. ³)DOVH &ODLPV $FW´ DV XVHG herein, is defined as either or both the Federal False Claims Act, 31 U.S.C. Sections 3729 et seq., and the California False Claims Act, Government Code Sections 12650 et seq.

FALSE CLAIMS ACT CERTIFICATION
If the Proposer has no False Claims Act violations as defined above, complete the following:

I, , am the ___________________________________
(Print Name) (Title with Proposing Entity)
RIBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB KHUHLQDIWHU³3URSRVHU´

(Print Name of Proposing Entity)
In submitting a proposal to the City of &XGDK\, I hereby certify that neither Proposer nor any person who is an officer of, in a managing position with, or has an ownership interest in Proposer has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act as defined above.

I declare under penalty of perjury that the foregoing is true and correct.

Executed this day of at
(month and year) (city and state)
By
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer)

Page 828 of 909 ends
Page 2 of 2 ends

FALSE CLAIMS ACT VIOLATION HISTORY
(1) Date of Determination of Violation:
(2) Identity of tribunal or court and case name or number, if any:
(3) Government Contract or project involved:
(4) Government agency involved:
(5) Amount of fine imposed:
(6) Exculpatory Information:

DECLARATION
I, , the ____________________________________
(Print Name) (Title with Proposing Entity)
of _____________
KHUHLQDIWHU³3URSRVHU´

(Print Name of Proposing Entity)
declare under penalty of perjury that the above information is true and correct.

Executed this day of at ________________________________ (month and year) (city and state)
by _________________________________________________________________________ (Signature of Person Responsible for Submitting Proposal on behalf of Proposer) [END OF DOCUMENT]

Page 829 of 909 ends
Page 1 of 3 ends

CONFLICT OF INTEREST

CERTIFICATION/DISCLOSURE
Proposer shall provide either the certification requested below, or information requested on the next page.

Failure to provide such certification or information may result in a determination that the Proposer is nonresponsive. Failure to provide the requested certification or information fully and accurately may result in a determination that the Proposer is not responsible, and City may reject the proposal.

CONFLICT OF INTEREST CERTIFICATION
I, , am the ___________________________________
(Print Name) (Title with Proposing Entity)
RIBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB KHUHLQDIWHU³3URSRVHU´

(Print Name of Proposing Entity)
x I hereby affirm that no conflict of interest either real or potential exists as to any matter which will be entrusted to Proposer pursuant to the Proposal submitted for consideration. x I hereby affirm that neither I, nor any officer, manager, or owner of Proposer has relationships of an official, professional, financial, or personal nature that may cause Proposer to limit the extent of inquiry, to limit disclosure, or fail to objectively complete its assignments in any way. Examples of potential conflicts include, but are not limited to:
o A family member employed by a firm competing in a selection; o Ownership (through stock shares, etc.) in a competing firm; o A family member or an employee providing sub-contracted services to one of the competing firms (whether on this project or not);
o A family member or an employee currently in discussions with a competing firm concerning future employment;
o Any other circumstance where success of a competing firm would result in a personal benefit to Proposer or, if known by others, would give the appearance of such benefit.
x I further affirm that no other relationship or bias exists that will impair or restrict 3URSRVHU¶VLQGHSHQGHQFHLQSHUIRUPLQJDOODVVLJQHGUHVSRQVLELOLWLHV x It is the responsibility of the Proposer to ensure that they are not or will not become involved in a conflict of interest situation or activities relevant to this project. If during the project a potential conflict arises, it must be immediately disclosed in writing to City.

In submitting a Proposal to the City of &XGDK\, I hereby certify that neither Proposer nor any person who is an officer of, in a managing position with, or has an ownership interest in Proposer has a real or potential conflict of interest as described, above.

I declare under penalty of perjury that the foregoing is true and correct.

Executed this day of at
(month and year) (city and state)
by
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer)

Page 830 of 909 ends
Page 2 of 3 ends

CONFLICT OF INTEREST DISCLOSURE
Please describe any real or potential conflict of interest (if any):

Attach additional sheets, if necessary.

Page 831 of 909 ends
Page 3 of 3 ends

DECLARATION
I, , the
(Print Name) (Title with Proposing Entity)
of
KHUHLQDIWHU³Proposer´

(Print Name of Proposing Entity)
declare under penalty of perjury that the above information is true and correct.

Executed this day of at
(month and year) (city and state)
by
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer) [END OF DOCUMENT]

Page 832 of 909 ends
Page 1 of 3 ends

CIVIL LITIGATION DECLARATION/

CIVIL LITIGATION HISTORY
Proposer shall provide either the declaration requested below or information requested on the next page.

Failure to provide such certification or information may result in a determination that the Proposer is nonresponsive. Failure to fully and accurately provide the requested certification or information may result in a determination that the Proposer is not responsible and City may reject the proposal on this basis as well. For the five (5) years preceding the date of submittal of this Proposal, identify any civil litigation arising out of the performance of a procurement contract within the State of California in which any of the following was a named plaintiff or defendant in a lawsuit brought by or against the entity soliciting Proposals:
the Proposer submitting the instant Proposal, including any person who is an officer of, or in a managing position with, or has an ownership interest in the entity submitting the Proposal. Do not include litigation which is limited solely to enforcement of mechanics' liens or stop notices. Provide on the following page labeled ³&LYLO /LWigation History InfRUPDWLRQ
´
L) the name and court case identification number of each case, (ii) the jurisdiction in which it was filed, and (iii) the outcome of the litigation, e.g., whether the case is pending, a judgment was entered, a settlement was reached, or the case was dismissed.

CIVIL LITIGATION DECLARATION
If the Proposer has no civil litigation history to report as described above, complete the following:

I, , am the ___________________________________
(Print Name) (Title with Proposing Entity)
RIBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB KHUHLQDIWHU³Proposer´

(Print Name of Proposing Entity)
In submitting a Proposal to the City of &XGDK\, I hereby certify that neither Proposer nor any person who is an officer of, in a managing position with, or has an ownership interest in Proposer has been involved in civil litigation as described, above.

I declare under penalty of perjury that the foregoing is true and correct.

Executed this day of at
(month and year) (city and state)
by
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer)

Page 833 of 909 ends
Page 2 of 3 ends

CIVIL LITIGATION HISTORY INFORMATION
(1) Name of Case:

Court case identification number:
(2) Jurisdiction in which case was filed:
(3) Outcome of the case:
(1) Name of Case:

Court case identification number:
(2) Jurisdiction in which case was filed:

Page 834 of 909 ends
Page 3 of 3 ends

(3) Outcome of the case:

DECLARATION
I, , the
(Print Name) (Title with Proposing Entity)
of
KHUHLQDIWHU³Proposer´

(Print Name of Proposing Entity)
declare under penalty of perjury that the above information is true and correct.

Executed this day of at
(month and year) (city and state)
by
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer) [END OF DOCUMENT]

Page 835 of 909 ends
Page 1 of 2 ends

DEBARMENT CERTIFICATION
Proposer shall provide the certification requested below. Failure to provide such certification may result in a determination that the Proposer is nonresponsive. Failure to provide such certification truthfully and accurately may result in a determination that the Proposer is not responsible, and City may reject the proposal.

I, _____, am the __________________________________
(Print Name) (Title with Proposing Entity)
RIBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB KHUHLQDIWHU³3URSRVHU´

(Print Name of Proposing Entity)
Proposer certifies to the best of its knowledge and belief, that it and its principals:
(a) [ ] Are [ ] are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;
(b) [ ] Have [ ] have not within a three-year period preceding the submission of this Proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or Local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) [ ] Are [ ] are not presently indicted for or otherwise criminally charged by a governmental entity (Federal, State or Local) with commission of any of the offenses enumerated in Paragraph (b) above; and
(d) [ ] Have [ ] have not within a three-year period preceding submission of this Proposal had one or more public transactions (Federal, State or Local) terminated for cause or default.
,IUHRUJDQL]DWLRQPDQDJHPHQWWXUQRYHURUDVKLIWRUFKDQJHRISULQFLSDOV¶VWDWXVRFFXUV written notice must be submitted within 21 days. Subsequent disclosure of unfavorable information will be subject to thorough review and remedial action. Updated versions of this certification may be requested on a routine basis

Page 836 of 909 ends
Page 2 of 2 ends

I declare under penalty of perjury that the foregoing is true and correct.

Executed this day of at
(month and year) (city and state)
by
(Signature of Person Responsible for Submitting Proposal on behalf of Proposer) [END OF DOCUMENT]

Page 837 of 909 ends

1 2023

PROFESSIONAL SERVICES AGREEMENT
(Engagement: Cannabis Consulting Services)
(Parties: Global Reach Strategies and City of Cudahy)
THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into this 21st day of February 2023 (hereinafter, the “Effective Date”) by and between the CITY OF CUDAHY, a municipal corporation (hereinafter, “CITY”) and Global Reach Strategies, (hereinafter, “CONSULTANT”). For the purposes of this Agreement, CITY and CONSULTANT may be referred to collectively by the capitalized term “Parties.” The capitalized term “Party” may refer to CITY or CONSULTANT interchangeably, as appropriate.

RECITALS
WHEREAS, CITY requires Cannabis Regulation Consulting Services; and WHEREAS, CITY staff has determined that CONSULTANT possesses the experience, skills and training necessary to competently provide such services to CITY; and
WHEREAS, the execution of this Agreement was approved by the Cudahy City Council at its Regular Meeting of February 21, 2023, under Agenda Item No. _____.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, CITY and CONSULTANT agree as follows:

I.

ENGAGEMENT TERMS

1.1 TERM: This Agreement shall have a term commencing from the Effective Date February 21, 2023, for a one (1) year option with the option two (2) one (1) year options to extend (hereinafter, the “Term”). Nothing in this Section shall operate to prohibit or otherwise restrict the CITY’s ability to terminate this Agreement at any time for convenience or for cause as provided under Article V (Termination), below.

1.2 SCOPE OF SERVICES:

A. Subject to the terms and conditions set forth in this Agreement and all exhibits attached and incorporated hereto, CONSULTANT agrees to perform the services and tasks set forth in Exhibit “A” (hereinafter referred to as the “Scope of Work”). CONSULTANT further agrees to furnish to CITY all labor, materials, tools, supplies, equipment, services, tasks and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Scope of Work. For Attachment C Page 838 of 909
2 the purposes of this Agreement, the aforementioned services and tasks set forth in the Scope of Work shall hereinafter be referred to generally by the capitalized term “Work

1.3 PROSECUTION OF WORK:

A. CONSULTANT shall perform the Work contemplated under this Agreement on an on-call, as-needed basis. Nothing in this Agreement shall be construed to grant CONSULTANT the exclusive right to perform any of the types of services or tasks contemplated under this Agreement nor shall anything in this Agreement be construed to entitle CONSULTANT to the receipt of any sums under this Agreement, except to the extent CITY requests the performance of any Work in the manner described below and such Work is in fact performed and completed by CONSULTANT and accepted by CITY. CITY requests for the performance of specific services or tasks contemplated under this Agreement shall be made in the form of a written work order(s) issued by the City Representative (each such written request hereinafter referred to as a “Work Order”). Each Work Order shall include the following information:

1. A detailed description of the specific services or tasks requested;

2. The location of where the particular services or tasks are to be performed, if applicable;

3. A not-to-exceed budget for performing the services or tasks;

4. A timeline for completing the requested services or tasks;

5. Any other information CITY deems necessary and relevant to the requested services or tasks; and

6. The signature of the City Representative, confirming that the services or tasks have been authorized by the City Representative.

B. CONSULTANT shall perform no Work under this Agreement without a written request from the City Representative, containing the information set forth in Section 1.3(A) above;
C. CONSULTANT shall perform the Work continuously and with due diligence so as to complete the Work by the completion date indicated in each Work Order. CONSULTANT shall cooperate with CITY and in no manner interfere with the work of CITY, its employees or other consultants, contractors or agents;
D. CONSULTANT shall not claim or be entitled to receive any compensation or damage because of the failure of CONSULTANT, or its subconsultants, to have related services or tasks completed in a timely manner; E. CONSULTANT shall at all times enforce strict discipline and good order among CONSULTANT’s employees; and

Page 839 of 909 ends

3 F. CONSULTANT, at its sole expense, shall pay all sales, consumer, use or other similar taxes required by law.

1.4 COMPENSATION:

A. In consideration for CONSULTANT’s performance of all of the various services and tasks described in the Scope of Work, CITY shall compensate CONSULTANT in accordance with the Fee Schedule attached hereto as EXHIBIT “B”.

B. Within seven (7) calendar days from the end of each calendar year quarter, commencing with the first quarter of 2023, CONSULTANT shall provide CITY with a status report regarding the various open matters CONSULTANT is handling for CITY under this Agreement. For purposes of this Agreement, each such quarterly report shall hereinafter be referred to as a “Quarterly Status Report”. Each Quarterly Status Report shall briefly summarize each open matter being handled by CONSULTANT and the general focus of CONSULTANT’s work as to each such matter during the recently concluded calendar year quarter. The Quarterly Report shall also (i) identify all sums invoiced to CITY during the recently concluded calendar year quarter; (ii) identify and briefly explain the primary focus of CONSULTANT’s work as to each open matter for the recently commenced calendar year quarter, inclusive of an estimate of the number of hours and costs associated with CONSULTANT’s anticipated work during the upcoming calendar year quarter; and (iii) identify any anticipated approvals, decisions or guidance that the City Council and/or the City Manager may be required to provide as to any individual open matter during the recently commenced calendar year quarter. The Quarterly Reports shall be prepared by CONSULTANT at no cost to CITY and shall be delivered to the attention of the City Council, care of the City Manager.

1.5 PAYMENT OF COMPENSATION: CONSULTANT will be paid in monthly increments as the Work is performed. Following the conclusion of each calendar month, CONSULTANT will submit to CITY an itemized invoice indicating the services performed and tasks completed during the recently concluded calendar month, including services and tasks performed and the reimbursable out-of-pocket expenses incurred. If the amount of CONSULTANT’s monthly compensation is a function of hours worked by CONSULTANT’s personnel, the invoice should indicate the number of hours worked in the recently concluded calendar month, the persons responsible for performing the Work, the rate of compensation at which such services and tasks were performed, the subtotal for each task and service performed and a grand total for all services performed. Within thirty (30) calendar days of receipt of each invoice, CITY will notify CONSULTANT in writing of any disputed amounts included in the invoice. Within forty-five (45) calendar days of receipt of each invoice, CITY will pay all undisputed amounts included on the invoice. CITY will not withhold applicable taxes or other authorized deductions from payments made to CONSULTANT.

1.6 ACCOUNTING RECORDS: CONSULTANT will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of

Page 840 of 909 ends

4 three (3) years after the expiration or termination of this Agreement. CITY will have the right to access and examine such records, without charge, during normal business hours. CITY will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.

1.7 ABANDONMENT BY CONSULTANT: In the event CONSULTANT ceases to perform the Work agreed to under this Agreement or otherwise abandons the undertaking contemplated herein prior to the expiration of this Agreement or prior to completion of any or all tasks set forth in the Scope of Services, CONSULTANT will deliver to CITY immediately and without delay, all materials, records and other work product prepared or obtained by CONSULTANT in the performance of this Agreement. Furthermore, CONSULTANT will only be compensated for the reasonable value of the services, tasks and other Work performed up to the time of cessation or abandonment, less a deduction for any damages, costs or additional expenses which CITY may incur as a result of CONSULTANT’s cessation or abandonment.

II.

PERFORMANCE OF AGREEMENT

2.1 CITY’S REPRESENTATIVE: The CITY hereby designates Juan Arauz, Community Development Director (hereinafter, the “CITY Representative”) to act as its representative for the performance of this Agreement. The CITY Representative or their designee will act on behalf of the CITY for all purposes under this Agreement. CONSULTANT will not accept directions or orders from any person other than the CITY Representative or their designee.

2.2 CONSULTANT REPRESENTATIVE: CONSULTANT hereby designates Ayoka Nurse to act as its representative for the performance of this Agreement (hereinafter, “CONSULTANT Representative”). CONSULTANT Representative will have full authority to represent and act on behalf of the CONSULTANT for all purposes under this Agreement. CONSULTANT Representative or HIS/HER designee will supervise and direct the performance of the Work, using his best skill and attention, and will be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Work under this Agreement. Notice to the CONSULTANT Representative will constitute notice to CONSULTANT.

2.3 COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS:

CONSULTANT agrees to work closely with CITY staff in the performance of the Work and this Agreement and will be available to CITY staff and the CITY Representative at all reasonable times. All work prepared by CONSULTANT will be subject to inspection and approval by CITY Representative or his or her designees.

2.4 STANDARD OF CARE; PERFORMANCE OF EMPLOYEES: CONSULTANT represents, acknowledges and agrees to the following:

Page 841 of 909 ends

5 A. CONSULTANT will perform all Work skillfully, competently and to the highest standards of CONSULTANT’s profession;
B. CONSULTANT shall at all times employ such force, plant, materials, and tools as will be sufficient in the opinion of the CITY to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said tools, equipment, apparatus, facilities, labor, and material shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the CITY’s authorized representative;
C. CONSULTANT will perform all Work in a manner reasonably satisfactory to the CITY;
D. CONSULTANT will comply with all applicable federal, state and local laws and regulations, including the conflict- of- interest provisions of Government Code Section 1090 and the Political Reform Act (Government Code Section 81000 et seq.) CONSULTANT shall be liable for all violations of such laws and regulations in connection with Services. If CONSULTANT performs any work knowing it to be contrary to such laws, rules and regulations, CONSULTANT shall be solely responsible for all costs arising therefrom; E. CONSULTANT understands the nature and scope of the Work to be performed under this Agreement as well as any and all schedules of performance;
F. All of CONSULTANT’s employees and agents possess sufficient skill, knowledge, training and experience to perform those services and tasks assigned to them by CONSULTANT; and
G. All of CONSULTANT’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications and approvals of whatever nature that are legally required to perform the tasks and services contemplated under this Agreement and all such licenses, permits, certificates, qualifications and approvals will be maintained throughout the term of this Agreement and made available to CITY for copying and inspection.

The Parties acknowledge and agree that CONSULTANT will perform, at CONSULTANT’s own cost and expense and without any reimbursement from CITY, any services necessary to correct any errors or omissions caused by CONSULTANT’s failure to comply with the standard of care set forth under this Section or by any like failure on the part of CONSULTANT’s employees, agents, contractors, subcontractors and subconsultants. Such effort by CONSULTANT to correct any errors or omissions will be commenced immediately upon their discovery by either Party and will be completed within seven (7) calendars days from the date of discovery or such other extended period of time authorized by the CITY Representative in writing and in her sole and absolute discretion. The Parties acknowledge and agree that CITY’s acceptance of any work performed by

Page 842 of 909 ends

6 CONSULTANT or on CONSULTANT’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand and agree that CITY has relied upon the foregoing representations of CONSULTANT, including but not limited to the representation that CONSULTANT possesses the skills, training, knowledge and experience necessary to perform the Work skillfully, competently and to the highest standards of CONSULTANT’s profession.

2.5 ASSIGNMENT: The skills, training, knowledge and experience of CONSULTANT are material to CITY’s willingness to enter into this Agreement. Accordingly, CITY has an interest in the qualifications and capabilities of the person(s) who will perform the services and tasks to be undertaken by CONSULTANT or on behalf of CONSULTANT in the performance of this Agreement. In recognition of this interest, CONSULTANT agrees that it will not assign or transfer, either directly or indirectly or by operation of law, this Agreement or the performance of any of CONSULTANT’s duties or obligations under this Agreement without the prior written consent of the CITY. In the absence of CITY’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.

2.6 SUBSTITUTION OF KEY PERSONNEL: CONSULTANT has represented to CITY that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, CONSULTANT may substitute other personnel of at least equal competence upon written approval of CITY. In the event that CITY and CONSULTANT cannot agree as to the substitution of key personnel, CITY shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the CITY, or who are determined by the CITY to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the CONSULTANT at the request of the CITY.

2.7 CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR: The Work will be performed by CONSULTANT or under CONSULTANT’s strict supervision. CONSULTANT will determine the means, methods and details of performing the Work subject to the requirements of this Agreement. CITY retains CONSULTANT on an independent contractor basis and not as an employee. CONSULTANT reserves the right to perform similar or different services for other principals during the term of this Agreement, provided such work does not unduly interfere with CONSULTANT’s competent and timely performance of the Work contemplated under this Agreement and provided the performance of such services does not result in the unauthorized disclosure of CITY’s confidential or proprietary information. Any additional personnel performing the Work under this Agreement on behalf of CONSULTANT are not employees of CITY and will at all times be under CONSULTANT’s exclusive direction and control. CONSULTANT will pay all wages, salaries and other amounts due such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like. CONSULTANT will

Page 843 of 909 ends

7 be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.

2.8 REMOVAL OF EMPLOYEES OR AGENTS: If any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the CITY Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to CONSULTANT, a threat to persons or property, or if any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Work in a manner acceptable to the CITY, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by CONSULTANT and will not be reassigned to perform any of the Work.

2.9 COMPLIANCE WITH LAWS: CONSULTANT will keep itself informed of and in compliance with all applicable federal, state or local laws to the extent such laws control or otherwise govern the performance of the Work. CONSULTANT’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements and applicable regulations of the U.S.

Department of Housing and Urbanization.

2.10 NON-DISCRIMINATION: CONSULTANT represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

2.11 INDEPENDENT CONTRACTOR STATUS: The Parties acknowledge, understand and agree that CONSULTANT and all persons retained or employed by CONSULTANT are, and will at all times remain, wholly independent contractors and are not officials, officers, employees, departments or subdivisions of CITY.

CONSULTANT will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants.

CONSULTANT and all persons retained or employed by CONSULTANT will have no authority, express or implied, to bind CITY in any manner, nor 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 to CONSULTANT under this Agreement or is otherwise expressly conferred by CITY in writing.

III.

INSURANCE

3.1 DUTY TO PROCURE AND MAINTAIN INSURANCE: Prior to the beginning of and throughout the duration of the Work, CONSULTANT will procure and maintain policies of insurance that meet the requirements and specifications set forth under this Article. CONSULTANT will procure and maintain the following insurance

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8 coverage, at its own expense:

A. Commercial General Liability Insurance: CONSULTANT will procure and maintain Commercial General Liability Insurance (“CGL Coverage”) as broad as Insurance Services Office Commercial General Liability coverage (occurrence Form CG 0001) or its equivalent. Such CGL Coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) in the general aggregate for bodily injury, personal injury, property damage, operations, products and completed operations, and contractual liability.

B. Automobile Liability Insurance: CONSULTANT will procure and maintain Automobile Liability Insurance as broad as Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). Such Automobile Liability Insurance will have minimum limits of no less than Two Million Dollars ($2,000,000.00) per accident for bodily injury and property damage.

C. Workers’ Compensation Insurance/ Employer’s Liability Insurance: A policy of workers’ compensation insurance in such amount as will fully comply with the laws of the State of California and which will indemnify, insure and provide legal defense for both CONSULTANT and CITY against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by CONSULTANT in the course of carrying out the Work contemplated in this Agreement.

D. Errors & Omissions Insurance: For the full term of this Agreement and for a period of three (3) years thereafter, CONSULTANT will procure and maintain Errors and Omissions Liability Insurance appropriate to CONSULTANT’s profession. Such coverage will have minimum limits of no less than Two Million Dollars ($2,000,000.00) per claim.

3.2 ADDITIONAL INSURED REQUIREMENTS: The CGL Coverage and the Automobile Liability Insurance will contain an endorsement naming the CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers as additional insureds.

3.3 REQUIRED CARRIER RATING: All varieties of insurance required under this Agreement will be procured from insurers admitted in the State of California and authorized to issue policies directly to California insureds. Except as otherwise provided elsewhere under this Article, all required insurance will be procured from insurers who, according to the latest edition of the Best’s Insurance Guide, have an A.M. Best’s rating of no less than A:VII. CITY may also accept policies procured by insurance carriers with a Standard & Poor’s rating of no less than BBB according to the latest published edition of the Standard & Poor’s rating guide. As to Workers’ Compensation Insurance/Employer’s Liability Insurance, the CITY Representative is authorized to authorize lower ratings than those set forth in this Section.

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9 3.4 PRIMACY OF CONSULTANT’S INSURANCE: All policies of insurance provided by CONSULTANT will be primary to any coverage available to CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers. Any insurance or self-insurance maintained by CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers will be in excess of CONSULTANT’s insurance and will not contribute with it.

3.5 WAIVER OF SUBROGATION: All insurance coverage provided pursuant to this Agreement will not prohibit CONSULTANT or CONSULTANT’s officers, employees, agents, subcontractors or subconsultants from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY, its officials, officers, employees, agents and volunteers.

3.6 VERIFICATION OF COVERAGE: CONSULTANT acknowledges, understands and agrees, that CITY’s ability to verify the procurement and maintenance of the insurance required under this Article is critical to safeguarding CITY’s financial well-being and, indirectly, the collective well-being of the residents of the CITY.

Accordingly, CONSULTANT warrants, represents and agrees that it will furnish CITY with original certificates of insurance and endorsements evidencing the coverage required under this Article on forms satisfactory to CITY in its sole and absolute discretion. The certificates of insurance and endorsements for each insurance policy will be signed by a person authorized by that insurer to bind coverage on its behalf, and will be on forms provided by the CITY if requested. All certificates of insurance and endorsements will be received and approved by CITY as a condition precedent to CONSULTANT’s commencement of any Work or any of the Work. Upon CITY’s written request, CONSULTANT will also provide CITY with certified copies of all required insurance policies and endorsements.

3.7 CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy covering the work to be performed hereunder. The policy shall provide coverage for CONSULTANT’s professional liability in an amount not less than One Million Dollars ($1,000,000) per occurrence and in the aggregate. The abovementioned insurance shall not contain a self-insured retention, deductible, or any other similar form of limitation on the required coverage except with the express written consent of CITY. A claims-made policy shall be acceptable if the policy further provides that; (i) the policy restrictive date coincides with or precedes the initiation of the Scope of Work (including subsequent policies purchased as renewals or replacements); and (ii) CONSULTANT shall notify the CITY of circumstances or incidents that might give rise to future claims. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from Work performed in connection with this Agreement.

3.8 FAILURE TO MAINTAIN COVERAGE: In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, CITY has the right but not the duty to obtain the insurance it deems

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10 necessary, and any premium paid by CITY will be promptly reimbursed by CONTRACTOR or CITY will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, CITY may cancel this Agreement effective upon notice.

3.9 SPECIAL RISKS OR CIRCUMSTANCES. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

IV.

INDEMNIFICATION

4.1 The Parties agree that CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers (hereinafter, the “CITY Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance of this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the CITY Indemnitees with the fullest protection possible under the law. CONSULTANT acknowledges that CITY would not enter into this Agreement in the absence of CONSULTANT’s commitment to indemnify, defend and protect CITY as set forth herein Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT.

CONSULTANT’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the CITY, its officials, officers, employees, agents or volunteers.

4.2 To the fullest extent permitted by law, CONSULTANT shall indemnify, hold harmless and defend the CITY Indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees and all other costs, and fees of litigation) of every nature arising out of or in connection with CONSULTANT’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole negligence or willful misconduct of the CITY.

4.3 CITY shall have the right to offset against the amount of any compensation due to CONSULTANT under this Agreement, any amount due to CITY from CONSULTANT as a result of CONSULTANT’s failure to either pay CITY promptly for any costs associated with CONSULTANT’s obligations to indemnify the CITY Indemnitees under this Article, or related to CONSULTANT’s failure to either (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers’ compensation laws.

4.4 The obligations of CONSULTANT under this Article will not be limited by the

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11 provisions of any workers’ compensation act or similar act. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers.

4.5 CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Article from each and every subcontractor or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. In the event CONSULTANT fails to obtain such indemnity obligations from others as required herein, CONSULTANT agrees to be fully responsible and indemnify, hold harmless and defend CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of CONSULTANT’s subcontractors or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of CITY’s choice.

4.6 CITY does not, and shall not waive any rights that it may possess against CONSULTANT because of the acceptance by CITY, or the deposit with CITY, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.

4.7 This Article and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the CITY may have at law or in equity.

V.

TERMINATION

5.1 TERMINATION WITHOUT CAUSE: CITY may immediately terminate this Agreement at any time for convenience and without cause by giving prior written notice of CITY’s intent to terminate this Agreement which notice shall specify the effective date of such termination. Upon such termination for convenience, CONSULTANT will be compensated only for those services and tasks which have been performed by CONSULTANT up to the effective date of the termination.

CONSULTANT may not terminate this Agreement except for cause as provided under Section 5.2, below. If this Agreement is terminated as provided herein, CITY may require CONSULTANT to provide all finished or unfinished Documents and Data, as defined in section 6.1 below, and other information of any kind prepared by CONSULTANT in connection with the performance of the Work.

CONSULTANT will be required to provide such Documents and Data within fifteen (15) calendar days of CITY’s written request. No actual or asserted breach of this Agreement on the part of CITY pursuant to Section 5.2, below, will operate to

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12 prohibit or otherwise restrict CITY’s ability to terminate this Agreement for convenience as provided under this Section.

5.2 EVENTS OF DEFAULT; BREACH OF AGREEMENT:

A. In the event either Party fails to perform any duty, obligation, service or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth under Sections 5.2B and 5.2C below or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Default will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.

B. CONSULTANT will cure the following Events of Defaults within the following time periods:
i. Within ten (10) business days of CITY’s issuance of a Default Notice for any failure of CONSULTANT to timely provide CITY or CITY’s employees or agents with any information and/or written reports, documentation or work product which CONSULTANT is obligated to provide to CITY or CITY’s employees or agents under this Agreement.

Prior to the expiration of the 10-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.i. that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or ii. Within fourteen (14) calendar days of CITY’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.ii that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.

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13 In addition to any other failure on the part of CONSULTANT to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of CONSULTANT will include, but will not be limited to the following: (i) CONSULTANT’s refusal or failure to perform any of the services or tasks called for under the Scope of Work; (ii) CONSULTANT’s failure to fulfill or perform its obligations under this Agreement within the specified time or if no time is specified, within a reasonable time; (iii) CONSULTANT’s and/or its employees’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv) the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to CONSULTANT, whether voluntary of involuntary; (v) CONSULTANT’s refusal or failure to perform or observe any covenant, condition, obligation or provision of this Agreement; and/or (vii) CITY’s discovery that a statement representation or warranty by CONSULTANT relating to this Agreement is false, misleading or erroneous in any material respect.

C. CITY will cure any Event of Default asserted by CONSULTANT within fortyfive (45) calendar days of CONSULTANT’s issuance of a Default Notice, unless the Event of Default cannot reasonably be cured within the 45-day cure period. Prior to the expiration of the 45-day cure period, CITY may submit a written request for additional time to cure the Event of Default upon a showing that CITY has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with CITY’s failure to timely pay any undisputed sums to CONSULTANT as provided under Section 1.5, above, will be cured by CITY within five (5) calendar days from the date of CONSULTANT’s Default Notice to CITY.

D. CITY, in its sole and absolute discretion, may also immediately suspend CONSULTANT’s performance under this Agreement pending
CONSULTANT’s cure of any Event of Default by giving CONSULTANT written notice of CITY’s intent to suspend CONSULTANT’s performance (hereinafter, a “Suspension Notice”). CITY may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, CONSULTANT will be compensated only for those services and tasks which have been rendered by CONSULTANT to the reasonable satisfaction of CITY up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of CITY will operate to prohibit or otherwise restrict CITY’s ability to suspend this Agreement as provided herein.

E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach.

No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.

F. The duties and obligations imposed under this Agreement and the rights

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14 and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. In addition to any other remedies available to CITY at law or under this Agreement in the event of any breach of this Agreement, CITY, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to CONSULTANT, the CITY may immediately terminate this Agreement in whole or in part;
ii. Upon written notice to CONSULTANT, the CITY may extend the time of performance;
iii. The CITY may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for CONSULTANT’s breach of the Agreement or to terminate the Agreement; or
iv. The CITY may exercise any other available and lawful right or remedy.

CONSULTANT will be liable for all legal fees plus other costs and expenses that CITY incurs upon a breach of this Agreement or in the CITY’s exercise of its remedies under this Agreement.

G. In the event CITY is in breach of this Agreement, CONSULTANT’s sole remedy will be the suspension or termination of this Agreement and/or the recovery of any unpaid sums lawfully owed to CONSULTANT under this Agreement for completed services and tasks.

5.3 SCOPE OF WAIVER: No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.

5.4 SURVIVING ARTICLES, SECTIONS AND PROVISIONS: The termination of this Agreement pursuant to any provision of this Article or by normal expiration of its term or any extension thereto will not operate to terminate any Article, Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.

VI.

MISCELLANEOUS PROVISIONS

6.1 DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY: All Documents and Data will be and remain the property of CITY without restriction or limitation upon their use or dissemination by CITY. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts,

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15 schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of CONSULTANT in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to CITY, a perpetual license for CITY to copy, use, reuse, disseminate and/or retain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. CONSULTANT will require all subcontractors and subconsultants working on behalf of CONSULTANT in the performance of this Agreement to agree in writing that CITY will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or subconsultant as applies to Documents and Data prepared by CONSULTANT in the performance of this Agreement.

6.2 CONFIDENTIALITY: All data, documents, discussion, or other information developed or received by CONSULTANT or provided for performance of this Agreement are deemed confidential and will not be disclosed by CONSULTANT without prior written consent by CITY. CITY will grant such consent of disclosure as legally required. Upon request, all CITY data will be returned to CITY upon the termination or expiration of this Agreement. CONSULTANT will not use CITY’s name or insignia, photographs, or any publicity pertaining to the Work in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of CITY.

6.3 FALSE CLAIMS ACT: CONSULTANT warrants and represents that neither CONSULTANT nor any person who is an officer of, in a managing position with, or has an ownership interest in CONSULTANT has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., Section 3789 et seq. and the California False Claims Act, Government Code Section 12650 et seq.

6.4 NOTICES: All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:

CONSULTANT: CITY:

Global Reach Strategies
948 34st Street
Richmond, CA 94805
City of Cudahy
Community Development
Department
5220 Santa Ana Street
Cudahy, CA 90201
Phone: 323-773-5143
Attn: Juan Arauz
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when mailed, forty-eight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.

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16 6.5 COOPERATION; FURTHER ACTS: The Parties will fully cooperate with one another, and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate or convenient to achieve the purposes of this Agreement.

6.6 SUBCONTRACTING: CONSULTANT will not subcontract any portion of the Work required by this Agreement, except as expressly stated herein, without the prior written approval of CITY. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all provisions stipulated in this Agreement, including provisions relating to insurance requirements and indemnification.

6.7 CITY’S RIGHT TO EMPLOY OTHER CONSULTANTS: CITY reserves the right to employ other contractors in connection with the various projects worked upon by CONSULTANT.

6.8 PROHIBITED INTERESTS: CONSULTANT warrants, represents and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement. Further, CONSULTANT warrants and represents that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, CITY will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of CITY, during the term of his or her service with CITY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

6.9 TIME IS OF THE ESSENCE: Time is of the essence for each and every provision of this Agreement.

6.10 GOVERNING LAW AND VENUE: This Agreement will be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will be in the Central District of California located in the City of Los Angeles, California.

6.11 ATTORNEYS’ FEES: If either Party commences an action against the other Party, legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation will be entitled to have and recover from the losing Party reasonable attorneys’ fees and all other costs of such action.

6.12 SUCCESSORS AND ASSIGNS: This Agreement will be binding on the successors and assigns of the Parties.

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17 6.13 NO THIRD-PARTY BENEFIT: There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.

6.14 CONSTRUCTION OF AGREEMENT: This Agreement will not be construed in favor of, or against, either Party but will be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.

6.15 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions will continue in full force and effect.

6.16 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and signed by both Parties, subject to CITY approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.

6.17 CAPTIONS: The captions of the various articles, sections and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

6.18 INCONSISTENCIES OR CONFLICTS: In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement will control.

6.19 ENTIRE AGREEMENT: This Agreement, including all attached exhibits, constitutes the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between CITY and CONSULTANT prior to the execution of this Agreement. Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by the Parties pursuant to Section

6.16, above.

6.20 COUNTERPARTS: This Agreement will be executed in three (3) original counterparts each of which will be of equal force and effect. No handwritten or typewritten amendment, modification or supplement to any one counterpart will be valid or binding unless made to all three counterparts in conformity with Section

6.16, above. One fully executed original counterpart will be delivered to CONSULTANT and the remaining two original counterparts will be retained by CITY.
(SIGNATURES ON NEXT PAGE)

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18 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed the day and year first appearing in this Agreement, above.

CITY OF CUDAHY:

By:

Alfonso Noyola, City Manager

Date:_______________________
Global Reach Strategies Inc.

By:

Name:

Title:

Date:_______________________
APPROVED AS TO FORM:

By: ___
City Attorney
Date:____________________________

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19 EXHIBIT “A”

SCOPE OF WORK

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20 EXHIBIT “B”

FEE SCHEDULE

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RESOLUTION NO. 23-06

A RESOLUTION OF THE CITY OF CUDAHY

CALIFORNIA, APPROVING AN APPROPRIATION FOR

CANNABIS CONSULTING SERVICES
WHEREAS, the City certified the 2022 General Election results. Consequently, Measure BA was certified and approved, authorizing a 15% gross receipts tax on marijuana retailers and restricting locations to 600 feet away from schools, churches, and childcare facilities.

WHEREAS, the City wishes to retain Global Reach Strategies (GRS) to assist in managing the processing of cannabis retailer business applications in accordance to Cudahy Municipal Code (CMC) Chapter 5.30.

WHEREAS, the not-to-exceed limit to retain GRS’s services is $75,000, annually.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Cudahy, California, as follows:

SECTION 1. The City Council hereby approves an appropriation of seventy-five thousand dollars ($75,000.00) for cannabis consulting services.

SECTION 2. Total budget appropriated will be fully reimbursed through cannabis license application fees charged per applicant.

SECTION 3. This Resolution shall take effect immediately upon its adoption by the City Council and the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Cudahy at its regular meeting on this 21st day of February 2023.

Daisy Lomeli
Mayor
ATTEST:

Richard Iglesias, CMC
City Clerk
Attachment D Page 858 of 909
Resolution No. 23-06

Page 2 of 2 ends

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF CUDAHY )
I, Richard Iglesias, City Clerk of the City of Cudahy, hereby certify that the foregoing Resolution No. 23-06 was passed and adopted by the City Council of the City of Cudahy at a regular meeting held on the 21st day of February 2023 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

IN WITNESS WHEREOF, I have hereunto set my hand
and affixed the Seal of the City of Cudahy, this 21 day of February, 2023.
_______________________________________
Richard Iglesias, CMC
City Clerk

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Blank Page

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“Serving The People” "Sirviendo A La Comunidad"
Staff Report
02/21/2023 Page 1 of 2

STAFF REPORT
Date: February 21, 2023
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Brenda Rodriguez, Administrative Services Director
Subject: Consideration to Adopt Resolution No. 23-07, Establishing Policies and Procedures for the Naming of City Owned Land, Building, and Facilities

RECOMMENDATION
The City Council is requested to adopt Resolution No. 23-07, to establish policies and procedures for the naming of city owned land, building, and facilities.

BACKGROUND AND ANLYSIS
Currently, the City does not have a uniform set of guidelines and policies or process to appropriately rename buildings and citywide buildings and facilities.

Apart from identifying which City assets are subject to be properly named, the policy would establish a priority order when renaming facilities including the following:
• Historic Names
• Names of historic events
• Groups Organizations
• Persons at the local, regional, or national level of major significance with special consideration given to Cudahy’s own history.

It would also add restrictions and a list of inappropriate names, allowing the City to avoid certain names under a uniform criteria.

If approved, the City would establish a uniform set of criteria and guidelines to follow when renaming public facilities and city owned land.

Item Number
16B

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“Serving The People” "Sirviendo A La Comunidad"
Staff Report
02/21/2023 Page 2 of 2

CONCLUSION
To establish uniform guidelines regarding naming city owned facilities and buildings, City Council is requested to adopt Resolution No. 23-07.

FINANCIAL IMPACT
None.

STRATEGIC PLAN CORRELATION
None.

ATTACHMENTS
A. Resolution No. 23-07
B. PARK NAMING APPLICATION

Page 862 of 909 ends

RESOLUTION NO. 23-07

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CUDAHY, CALIFORNIA, ESTABLISHING POLICIES AND

PROCEDURES FOR THE NAMING OF CITY OWNED

LAND, BUILDING, AND FACILITIES
WHEREAS, the City of Cudahy (“City”) does not currently have an established policy or procedure in naming City owned land, building, or facilities; WHEREAS, the City Council for the City (“City”) wishes to establish a l policy (“proposed policy”)to serve as a guide to the City Council when considering when, and under what circumstances, land, buildings, and facilities shall be named, or renamed, in honor of individuals;
WHEREAS, the proposed policy will also address when it is appropriate to both name or rename City- owned land, buildings and facilities.

NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL OF THE CITY OF CUDAHY, CALIFORNIA, AS FOLLOWS:

SECTION 1: Recitals. The Recitals set forth above are true and correct and are incorporated into this Resolution by reference.

SECTION 2: Established Policy. The City Council hereby established a process for naming and renaming City facilities located within and outside City limits (“Facilities”).

In general, previously named Facilities should only be renamed in exceptional circumstances. When considering the name or rename of any City facility, the following names should be avoided:
• Cumbersome, corrupted, or modified names, profane, discriminatory, or derogatory names relating to age, race, religion, creed, national origin, sex, color, marital status, disability, sexual orientation, political affiliation, or other similar categories. Names that cause confusion due to duplication or that sound too similar to existing named locations within the city or surrounding areas. • Names of companies whose business is substantially derived from the sale of alcohol, tobacco, firearms, pornography, and/or other practices considered unsuitable or inappropriate.
• Names of appointed or elected local officials currently in office or current City employees.
• The re-use of former facility names other than for a reconstruction of the same facility in the same location.

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Resolution No. 23-07

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• Names that would result in the overt commercialization of City facilities. • Names should not be overly recognized, either within the City or region. • Only one facility, park, or street may be named in honor of an individual.

Those City Facilities considered as a subject for dedication, naming, or renaming under this Resolution are, any public structure, building, park, park feature, reservoir, overpass, street, wall, mural, plant, lawn, garden, plaque, statue or historical document (such as a collection of biographies). City Facilities ineligible for consideration under this Resolution include City Hall, veterans' memorials, facilities under the jurisdiction of another governing body and streets. The existing name of a facility should not be changed merely for the sake of change.

City Facilities shall be named at least thirty (30) days before the facility is open for use by the general public.

Section 3: Naming Priority. Priorities to be considered in naming all City Facilities, (in order of importance) shall be as follows:
i. Historic Names. Names of historic events, groups, organizations, or persons at the local, regional, or national level of major significance with special consideration given to Cudahy’s own history.
ii. Places and Feature Names.
a. Recognizable area or neighborhood, e.g. “Cudahy Park” b. Names that aid in locating a facility are acceptable. If the facility is located on a park or school site, the facility need not share the name of the park or school site.
c. Assumed names should be used only if the area has been known by that assumed name for an extended period of time, e.g. the “South East” area. d. If a facility is located in an area with a specific theme, due consideration should be given to that theme.
e. Natural phenomena, such as rivers, creeks, and terrain. f. Horticultural features characteristic of a particular area. g. A combination of horticultural features and a place. iii. Individuals, Groups, or Organizations. The following criteria will be used in evaluating the use of names of persons (whether living or deceased), groups, and organizations.

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