25-1316 Consultant Service Agreement On Call CEQA- CSG Consultants, Inc.

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SERVICE AGREEMENT

CITY OF FRESNO, CALIFORNIA

THIS AGREEMENT (Agreement) is made and entered into, effective on ______________________, by and between the CITY OF FRESNO, a California municipal corporation (City), and CSG Consultants, Inc. (Service Provider).

RECITALS
WHEREAS, City desires to obtain California Environmental Quality Act (CEQA) professional services for Planning and Development on call CEQA projects (Project); and WHEREAS, the City has established a pre-qualified list of consultants (Service Provider) for development project applicants (Developer) to choose from; and WHEREAS, Service Provider is engaged in the business of furnishing such services as a CEQA environmental professional consultant and hereby represents that it desires to and is professionally and legally capable of performing the services called for by this Agreement; and
WHEREAS, Service Provider shall not be compensated by the City, instead the Developer for the Project shall be solely responsible for compensation by the Project’s developer; and
WHEREAS, Service Provider acknowledges that this Agreement is subject to the requirements of Fresno Municipal Code Section 4-107; and WHEREAS, this Agreement will be administered for City by its Planning Development Director (Administrator) or designee.

AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions, and premises hereinafter contained to be kept and performed by the respective parties, it is mutually agreed as follows:

1. Scope of Services. Service Provider shall perform to the satisfaction of City the services described in Exhibit A, including all work incidental to, or necessary to perform, such services even though not specifically described in Exhibit A.

2. Term of Agreement and Time for Performance. This Agreement shall be effective from the date first set forth above (Effective Date) and shall continue in full force and effect through October 30, 2028, with the option of two additional one-year extensions, subject to any earlier termination in accordance with this Agreement.

The services of Service Provider as described in Exhibit A are to commence upon the Effective Date and shall be completed in a sequence assuring expeditious completion, but in any event, all such services shall be completed prior to expiration of this Agreement and in accordance with any performance schedule set forth in Exhibit A.

3. Compensation.
(a) Service Provider’s sole compensation for satisfactory performance of all services required or rendered pursuant to this Agreement and shall not ).,%#((/!&)*!

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exceed $2,000,000 paid on the basis of the rates set forth in the schedule of fees and expenses contained in Exhibit A . Such fee includes all expenses incurred by Service Provider in performance of the services and are not for appropriations.
(b) Detailed statements shall be rendered monthly for services performed in the preceding month and will be payable in the normal course of City business.

City shall not be obligated to reimburse any expense for which it has not received a detailed invoice with applicable copies of representative and identifiable receipts or records substantiating such expenses. (c) The parties may modify this Agreement to increase or decrease the scope of services or provide for the rendition of services not required by this Agreement, which modification shall include an adjustment to Service Provider’s compensation. Any change in the scope of services must be made by written amendment to the Agreement signed by an authorized representative for each party. Service Provider shall not be entitled to any additional compensation if services are performed prior to a signed written amendment.

4. Termination, Remedies, and Force Majeure.
(a) This Agreement shall terminate without any liab ility of City to Service Provider upon the earlier of : (i) Service Provider’s filing for protection under the federal bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party against Service Provider; (ii) seven calendar days’ prior written notice with or without cause by City to Service Provider; (iii) City’s n on-appropriation of funds sufficient to meet its obligations hereunder during any City fiscal year of this Agreement, or insufficient funding for the Project; or (iv) expiration of this Agreement. (b) Immediately upon any termination or expiration of this Agreement, Service Provider shall (i) immediately stop all work hereunder; (ii) immediately cause any and all of its subcontractors to cease work; and (iii) return to City any and all unearned payments and all properties and materials in the possession of Service Provider that are owned by City. Subject to the terms of this Agreement, Service Provider shall be paid compensation for services satisfactorily performed prior to the effective date of termination. Service Provider shall not be paid for any work or services performed or costs incurred which reasonably could have been avoided.
(c) In the event of termination due to failure of Service Provider to satisfactorily perform in accordance with the terms of this Agreement, City may withhold an amount that would otherwise be payable as an offset to, but not in excess of, City’s damages caused by such failure. In no event shall any payment by City pursuant to this Agreement constitute a waiver by City of any breach of this Agreement which may then exist on the part of Service Provider, nor shall such payment impair or prejudice any remedy available to City with respect to the breach.
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(d) Upon any breach of this Agreement by Service Provider, City may (i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it under applicable laws of the State of California or any other applicable law; (ii) proceed by appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct, indirect, consequential, economic and incidental damages for the breach of the Agreement. If it is determined that City improperly terminated this Agreement for default, such termination shall be deemed a termination for convenience.
(e) Service Provider shall provide City with adequate written assurances of future performance, upon Administrator’s request, in the event Service Provider fails to comply with any terms or conditions of this Agreement. (f) Service Provider shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of Service Provider and without its fault or negligence such as, acts of God or the public enemy, acts of City in its contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. Service Provider shall notify Administrator in writing as soon as it is reasonably possible after the commencement of any excusable delay, setting forth the full particulars in connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall promptly give written notice to Administrator of the cessation of such occurrence.

5. Confidential Information and Ownership of Documents. (a) Any reports, information, or other data prepared or assembled by Service Provider pursuant to this Agreement shall not be made available to any individual or organization by Service Provider without the prior written approval of the Administrator. During the term of this Agreement, and thereafter, Service Provider shall not, without the prior written consent of City, disclose to anyone any Confidential Information. The term Confidential Information for the purposes of this Agreement shall include all proprietary and confidential information of City, including but not limited to business plans, marketing plans, financial information, materials, compilations, documents, instruments, models, source or object codes and other information disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential Information shall be and remain confidential and proprietary in City.
(b) Any and all writings and documents prepared or provided by Service Provider pursuant to this Agreement are the property of City at the time of preparation and shall be turned over to City upon expiration or termination of the Agreement. Service Provider shall not permit the reproduction or use thereof by any other person except as otherwise expressly provided herein. (c) If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this Section 5. ).,%#((/!&)*!

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(d) This Section 5 shall survive expiration or termination of this Agreement.

6. Level of Skill. It is further mutually understood and agreed by and between the parties hereto that inasmuch as Service Provider represents to City that Service Provider and its subcontractors, if any, are skilled in the profession and shall perform in accordance with the standards of said industry necessary to perform the services agreed to be done by it under this Agreement, City relies upon the skill of Service Provider and its subcontractors, if any, to do and perform such services in a skillful manner and Service Provider agrees to thus perform the services and require the same of any subcontractors. Therefore, any acceptance of such services by City shall not operate as a release of Service Provider or any subcontractors from said industry and professional standards.

7. Indemnification. To the furthest extent allowed by law, Service Provider shall indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage) incurred by City, Service Provider or any other person, and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees, litigation expenses and cost to enforce this agreement), arising or alleged to have arisen directly or indirectly out of performance of this Agreement. Service Provider's obligations under the precedi ng sentence shall apply regardless of whether City or any of its officers, officials, employees, agents, or volunteers are negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused solely by the gro ss negligence, or caused by the willful misconduct, of City or any of its officers, officials, employees, agents, or volunteers.

If Service Provider should subcontract all or any portion of the work to be performed under this Agreement, Service Provider shall require each subcontractor to indemnify, hold harmless and defend City and each of its officers, officials, employees, agents, and volunteers in accordance with the terms of the preceding paragraph.

This section shall survive termination or expiration of this Agreement.

8. Insurance.
(a) Throughout the life of this Agreement, the Service Provider shall pay for and maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into and part of this Agreement, with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A-VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by the City’s Risk Manager or designee at any time and in its sole discretion. The required policies of insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to the City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the ).,%#((/!&)*!

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minimum limits specified therein or the full limit of any insurance proceeds to the named insured.
(b) If at any time during the life of the Agreement or any extension, the Service Provider or any of its subcontractors/sub-Service Providers fail to maintain any required insurance, all services and work under this Agreement shall be discontinued immediately, and all payments due, or that become due, to the Service Provider shall be withheld until insurance is in compliance with the requirements. Any failure to maintain the required insurance shall be sufficient cause for the City to terminate this Agreement. No action taken by the City pursuant to this section shall in any way relieve the Service Provider of its responsibilities under this Agreement. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by the City that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent. (c) The fact that insurance is obtained by the Service Provider shall not be deemed to release or diminish the liability of the Service Provider, including, without limitation, liability under the indemnity provisions of this Agreement.

The duty to indemnify the City shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Service Provider. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of the Service Provider, its principals, officers, agents, employees, persons under the supervision of the Service Provider, vendors, suppliers, invitees, Service Providers, sub-Service Providers, subcontractors, or anyone employed directly or indirectly by any of them.

9. Conflict of Interest and Non-Solicitation.
(a) Prior to City’s execution of this Agreement, Service Provider shall complete a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C. During the term of this Agreement, Service Provider shall have the obligation and duty to immediately notify City in writing of any change to the information provided by Service Provider in such statement. (b) Service Provider shall comply, and require its subcontractors to comply, with all applicable (i) professional canons and requirements governing avoidance of impermissible client conflicts; and (ii) federal, state, and local conflict of interest laws and regulations including, without limitation, California Government Code Section 1090 et. seq., the California Political Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair Political Practices Commission concerning disclosure and disqualification (2 California Code of Regulations Section 18700 et. seq.). At any time, upon written request of City, Service Provider shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due diligent inquiry, Service Provider and the respective subcontractor(s) are in full compliance with all laws and regulations. Service ).,%#((/!&)*!

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Provider shall take, and require its subcontractors to take, reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts giving rise to the appearance of a conflict of interest, Service Provider shall immediately notify City of these facts in writing.
(c) Consultant’s duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City entering this Agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this Project.

Consultant’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. Consultant shall cooperate with the City to ensure that all bidders for a subsequent contract on any subsequent phase of this Project have access to the same information, including all conceptual, preliminary, or initial plans or s pecifications prepared by Consultant pursuant to this Agreement.
(d) In performing the work or services to be provided hereunder, Service Provider shall not employ or retain the services of any person while such person either is employed by City or is a member of any City council, commission, board, committee, or similar City body. This requirement may be waived in writing by the City Manager, if no actual or potential conflict is involved.
(e) Service Provider represents and warrants that it has not paid or agreed to pay any compensation, contingent or otherwise, direct or indirect, to solicit, or procure this Agreement or any rights/benefits hereunder. (f) Service Provider and any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third party in connection with this Project unless such interest is in accordance with all applicable law and fully disclosed to and approved by the City Manager, in advance and in writing.

Notwithstanding any approval given by the City Manager under this provision, Service Provider shall remain responsible for complying with Section 9(a), above.
(g) If Service Provider should subcontract all or any portion of the work to be performed or services to be provided under this Agreement, Service Provider shall include the provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith.
(h) This Section 9 shall survive expiration or termination of this Agreement.

10. Recycling Program. In the event Service Provider maintains an office or operates a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of the City of Fresno, Service Provider at its sole cost and expense shall:
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(a) Immediately establish and maintain a viable and ongoing recycling program, approved by City’s Solid Waste Management Division, for each office and facility. Literature describing City recycling programs is available from City’s Solid Waste Management Division and by calling City of Fresno Recycling Hotline at (559) 621-1111.
(b) Immediately contact City’s Solid Waste Management Division at (559) 621- 1452 and schedule a free waste audit, and cooperate with such Division in their conduct of the audit for each office and facility. (c) Cooperate with and demonstrate to the satisfaction of City’s Solid Waste Management Division the establishm ent of the recycling program in paragraph (a) above and the ongoing maintenance thereof.

11. General Terms.
(a) Except as otherwise provided by law, all notices expressly required of City within the body of this Agreement, and not otherwise specifically provided for, shall be effective only if signed by the Administrator or designee. (b) Records of Service Provider’s expenses pertaining to the Project shall be kept on a generally recognized accounting basis and shall be available to City or its authorized representatives upon request during regular business hours throughout the life of this Agreement and for a period of three years after final payment or, if longer, for any period required by law. In addition, all books, documents, papers, and records of Service Provider pertaining to the Project shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for the same period of time. If any litigation, claim, negotiations, audit or other action is commenced before the expiration of said time period, all records shall be retained and made available to City until such action is resolved, or until the end of said time period whichever shall later occur. If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this paragraph. This Section 11(b) shall survive expiration or termination of this Agreement.
(c) Prior to execution of this Agreement by City, Service Provider shall have provided evidence to City that Service Provider is licensed to perform the services called for by this Agreement (or that no license is required). If Service Provider should subcontract all or any portion of the work or services to be performed under this Agreement, Service Provider shall require each subcontractor to provide evidence to City that subcontractor is licensed to perform the services called for by this Agreement (or that no license is required) before beginning work.

12. Nondiscrimination. To the extent requ ired by controlling federal, state and local law, Service Provider shall not employ discriminatory practices in the provision of services, employment of personnel, or in any other respect on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, ).,%#((/!&)*!

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medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Subject to the foregoing and during the performance of this Agreement, Service Provider agrees as follows:
(a) Service Provider will comply with all applicable laws and regulations providing that no person shall, on the grounds of race, religious creed, color, national origin, ancestry, physical di sability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from participation in, be denied the benefits of, or be subject to discrimination under any program or activity made possible by or resulting from this Agreement.
(b) Service Provider will not discriminat e against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Service Provider shall ensure that applicants are employed, and the employees are treated during employment, without regard to their race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era. Such requirement shall apply to Service Provider’s employment practices including, but not be limited to, the following:
employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Service Provider agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provision of this nondiscrimination clause.
(c) Service Provider will, in all solicit ations or advertisements for employees placed by or on behalf of Service Provider in pursuit hereof, state that all qualified applicants will receive consideration for employment without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.
(d) Service Provider will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice advising such labor union or workers' representatives of Service Provider’s commitment under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
(e) If Service Provider should subcontract all or any portion of the services to be performed under this Agreement, Service Provider shall cause each subcontractor to also comply with the requirements of this Section 12. ).,%#((/!&)*!

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13. Independent Contractor.
(a) In the furnishing of the services provided for herein, Service Provider is acting solely as an independent contractor. Neither Service Provider, nor any of its officers, agents, or employees shall be deemed an officer, agent, employee, joint venturer, partner, or associate of City for any purpose. City shall have no right to control or supervise or direct the manner or method by which Service Provider shall perform its work and functions. However, City shall retain the right to administer this Agreement so as to verify that Service Provider is performing its obligations in accordance with the terms and conditions thereof.
(b) This Agreement does not evidence a partnership or joint venture between Service Provider and City. Service Provider shall have no authority to bind City absent City’s express written consent. Except to the extent otherwise provided in this Agreement, Service Provider shall bear its own costs and expenses in pursuit thereof.
(c) Because of its status as an independent contractor, Service Provider and its officers, agents, and employees shall have absolutely no right to employment rights and benefits available to City employees. Service Provider shall be solely liable and responsible for all payroll and tax withholding and for providing to, or on behalf of, its employees all employee benefits including, without limitation, health, welfare and retirement benefits.

In addition, together with its other obligations under this Agreement, Service Provider shall be solely responsible, indemnify, defend and save City harmless from all matters relating to employment and tax withholding for and payment of Service Provider’s employees, including, without limitation, (i) compliance with Social Security and unemployment insurance withholding, payment of workers compensation benefits, and all other laws and regulations governing matters of employee withholding, taxes and payment; and (ii) any claim of right or interest in City employment benefits, entitlements, programs and/or funds offered employees of City whether arising by reason of any common law, de facto, leased, or co- employee rights or other theory. It is acknowledged that during the term of this Agreement, Service Provider may be providing services to others unrelated to City or to this Agreement.

14. Notices. Any notice required or intended to be given to either party under the terms of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally, transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States registered or certified mail, with postage prepaid, return receipt requested, addressed to the party to which notice is to be given at the party's address set forth on the signature page of this Agreement or at such other address as the parties may from time to time designate by written notice. Notices served by United States mail in the manner above described shall be deemed sufficiently served or given at the time of the mailing thereof. ).,%#((/!&)*!

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15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties, it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective heirs, successors, assi gns, transferees, agents, servants, employees and representatives.

16. Assignment.
(a) This Agreement is personal to Service Provider and there shall be no assignment by Service Provider of its rights or obligations under this Agreement without the prior written approval of the City Manager or designee. Any attempted assignment by Service Provider, its successors or assigns, shall be null and void unless approved in writing by the City Manager or designee.
(b) Service Provider hereby agrees not to assign the payment of any monies due Service Provider from City under the terms of this Agreement to any other individual(s), corporation(s) or entity(ies). City retains the right to pay any and all monies due Service Provider directly to Service Provider.

17. Compliance With Law. In providing the services required under this Agreement, Service Provider shall at all times comply with all applicable laws of the United States, the State of California and City, and with all applicable regulations promulgated by federal, state, regional, or local administrative and regulatory agencies, now in force and as they may be enacted, issued, or amended during the term of this Agreement.

18. Waiver. The waiver by either party of a breach by the other of any provision of this Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either the same or a different provision of this Agreement. No provisions of this Agreement may be waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision herein shall not be deemed to be a waiver of any other provision herein.

19. Governing Law and Venue. This Agreement shall be governed by, and construed and enforced in accordance with, the laws of the State of California, excluding, however, any conflict of laws rule which would apply the law of another jurisdiction.

Venue for purposes of the filing of any action regarding the enforcement or interpretation of this Agreement and any rights and duties hereunder shall be Fresno County, California.

20. Headings. The section headings in this Agreement are for convenience and reference only and shall not be construed or held in any way to explain, modify or add to the interpretation or meaning of the provisions of this Agreement.

21. Severability. The provisions of this Ag reement are severable. The invalidity, or unenforceability of any one provision in this Agreement shall not affect the other provisions.

22. Interpretation. The parties acknowledge that this Agreement in its final form is the result of the combined efforts of the parties and that, should any provision of this Agreement be found to be ambiguous in any way, such ambiguity shall not be ).,%#((/!&)*!

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resolved by construing this Agreement in favor of or against either party, but rather by construing the terms in accordance with their generally accepted meaning.

23. Attorney's Fees. If either party is required to commence any proceeding or legal action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing party in such proceeding or action shall be entitled to recover from the other party its reasonable attorney's fees and legal expenses.

24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the reference, incorporated into and made a part of this Agreement.

25. Precedence of Documents. In the event of any conflict between the body of this Agreement and any exhibit or attachment hereto, the terms and conditions of the body of this Agreement shall control and take precedence over the terms and conditions expressed within the exhibit or attachment. Furthermore, any terms or conditions contained within any exhibit or attachment hereto which purport to modify the allocation of risk between the parties, provided for within the body of this Agreement, shall be null and void.

26. Cumulative Remedies. No remedy or election hereunder shall be deemed exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.

27. No Third Party Beneficiaries. The rights, interests, duties, and obligations defined within this Agreement are intended for the specific parties hereto as identified in the preamble of this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not intended that any rights or interests in this Agreement benefit or flow to the interest of any third parties.

28. Extent of Agreement. Each party acknowledges that they have read and fully understand the contents of this Agreement. This Agreement represents the entire and integrated agreement between the parties with respect to the subject matter hereof and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be modified only by written instrument duly authorized and executed by both City and Service Provider.

29. The City Manager, or designee, is hereby authorized and directed to execute and implement this Agreement. The previous sentence is not intended to delegate any authority to the City Manager to administer the Agreement, any delegation of authority must be expressly included in the Agreement.
[SIGNATURES FOLLOW ON THE NEXT PAGE.]
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IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, the day and year first above written.

IN WITNESS WHEREOF, the parties have executed this Agreement at Fresno, California, on the day and year first above written.

CITY OF FRESNO,
A California municipal corporation

By:

Georgeanne A. White Date
City Manager

APPROVED AS TO FORM:

ANDREW JANZ
City Attorney

By:

Kristi Costa Date
Supervising Deputy City Attorney

ATTEST:

TODD STERMER, CMC
City Clerk

By:

Date
Deputy

CSG Consultants, Inc.

By:

Name:

Title:
(If corporation or LLC., Board Chair,
Pres. or Vice Pres.)

By:

Name:

Title:
(If corporation or LLC., CFO, Treasurer,
Secretary or Assistant Secretary)

REVIEWED BY:

Addresses:

CITY:

City of Fresno
Attention: David Densley
Projects Administrator
2600 Fresno Street, 3
rd Floor
Fresno, CA 93721
Phone: (559) 621-8473
E-mail: [email protected]

SERVICE PROVIDER:

CSG Consultants, Inc.

Attention: Glenn Lajoie
Director of Environmental Planning
3707 W. Garden Grove Blvd., Suite 100
Orange, CA, 928684
Phone: 714-568-1010
E-mail:
[email protected]

Attachments:

1. Exhibit A - Scope of Services

2. Exhibit B - Insurance Requirements

3. Exhibit C - Conflict of Interest Disclosure Form

4. Exhibit D – Standards of Performance
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EXHIBIT A

SCOPE OF SERVICES
Service Agreement between City of Fresno
and CSG Consultants, Inc.

ON-CALL ENVIRONMENTAL SERVICES PURSUANT TO CEQA

See attached.

Schedule of Fees:

See attached.

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EXHIBIT B

INSURANCE REQUIREMENTS
Service Agreement between City of Fresno (City)
and CSG Consultants, Inc. (Service Provider)

ON-CALL ENVIRONMENTAL SERVICES PURSUANT TO CEQA

MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:

1. The most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01, providing liability coverage arising out of your business operations. The Commercial General Liability policy shall be written on an occurrence form and shall provide coverage for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability not less than those set forth under “Minimum Limits of Insurance.”

2. The most current version of Commercial Auto Coverage Form CA 00 01, providing liability coverage arising out of the ownership, maintenance or use of automobiles in the course of your business operations. The Automobile Policy shall be written on an occurrence form and shall provide coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1- Any Auto).

3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance.

4. Professional Liability (Errors and Omissions) insurance appropriate to Consultant’s profession.

MINIMUM LIMITS OF INSURANCE
The Consultant, or any party the Consultant s ubcontracts with, shall maintain limits of liability of not less than those set forth below. However, insurance limits available to the City, its officers, officials, employees, agents, and volunteers as additional insureds, shall be the greater of the minimum limits specified herein or the full limit of any insurance proceeds available to the named insured:

1. COMMERCIAL GENERAL LIABILITY:
(i) $1,000,000 per occurrence for bodily injury and property damage; (ii) $1,000,000 per occurrence for personal and advertising injury; (iii) $2,000,000 aggregate for produc ts and completed operations; and, (iv) $2,000,000 general aggregate applying separately to the work performed under the Agreement.

2. COMMERCIAL AUTOMOBILE LIABILITY:
$1,000,000 per accident for bodily injury and property damage.

3. WORKERS’ COMPENSATION INSURANCE as required by the State of California with statutory limits.
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4. EMPLOYER’S LIABILITY:
(i) $1,000,000 each accident for bodily injury;
(ii) $1,000,000 disease each employee; and,
(iii) $1,000,000 disease policy limit.

5. PROFESSIONAL LIABILITY (Errors and Omissions):
(i) $1,000,000 per claim/occurrence; and,
(ii) $2,000,000 policy aggregate.

UMBRELLA OR EXCESS INSURANCE
In the event the Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis for the benefit of the City, its officers, officials, employees, agents, and volunteers.

DEDUCTIBLES AND SELF-INSURED RETENTIONS
The Consultant shall be responsible for paym ent of any deductibles contained in any insurance policy(ies) required herein and the Consultant shall also be responsible for payment of any self-insured retentions.

OTHER INSURANCE PROVISIONS/ENDORSEMENTS
The General Liability and Automobile Liability in surance policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds. Consultant shall establish additional insured status for the City under the General Liability policy for all ongoing and completed operations by use of endorsements providing additional insured status as broad as that contained in ISO Form CG 20 10 11 85 or CG 20 10 04 13.

2. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees, agents, and volunteers. Any available insurance pr oceeds in excess of the spec ified minimum lim its and co verage shall be available to the Additional Insured.

3. Consultant’s insurance coverage shall be primary insurance with respect to the City, its officers, officials, employees, agents, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, agents, and volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. The Consultant shall establish primary and non- contributory status on the General Liability policy by use of ISO Form CG 20 01 04 13, or by an executed endorsement that provides primary and non-contributory status as broad as that contained in ISO Form CG 20 01 04

13. 4. All policies of insurance shall contain, or be endorsed to contain, the following provision: the Consultant and its insurer shall waive any right of subrogation against the City, its officers, officials, employees, agents, and volunteers. ).,%#((/!&)*!

555822v1

5. All policies of insurance required herein shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar days written notice by certified mail, return receipt requested, has been given to the City. The Consultant is also responsible for providing written notice to the City under the same terms and conditions. Upon issuance by the insurer, broker, or agent, of a notice of cancellation, non-renewal, or reduction in coverage or in limits, the Consultant shall furnish the City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for the City, the Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

6. Should any of the required policies provide that the defense costs are paid within the Limits of Liability, thereby reducing the available limits by any defense costs, then the requirement for the Limits of Liability of these polices will be twice the above stated limits.

7. The fact that insurance is obtained by the Consultant shall not be deemed to release or diminish the liability of the Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of the Consultant, its prin cipals, officers, agents, employees, persons under the supervision of the Consultant, vendors, suppliers, invitees, consultants, sub- consultants, subcontractors, or anyone employed directly or indirectly by any of them.

CLAIMS-MADE POLICIES
If the Professional Liability (Errors and Omissions) insurance policy is written on a claims- made form:

1. The retroactive date must be shown, and must be before the effective date of the Agreement or the commencement of work by the Consultant.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement work or termination of the Agreement, whichever occurs first, or, in the alternative, the policy shall be endorsed to provide not less than a five-year discovery period.

3. If coverage is canceled or non-renewed, and not replaced with another claims- made policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by the Consultant, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years completion of the Agreement work or termination of the Agreement, whichever occurs first.

4. A copy of the claims reporting requirements must be submitted to the City for review.

5. These requirements shall survive expiration or termination of the Agreement.

VERIFICATION OF COVERAGE
the Consultant shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are ).,%#((/!&)*!

555822v1
to be received and approved by the City’s Risk Manager or designee prior to City’s execution of the Agreement and before work commences. All non-ISO endorsements amending policy coverage shall be executed by a licensed and authorized agent or broker. Upon request of City, the Consultant shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.

SUBCONTRACTORS
If the Consultant subcontracts any or all of the services to be performed under this Agreement, the Consultant shall require, at the discretion of the City Risk Manager or designee, subcontractor(s) to enter into a separate side agreement with the City to provide required indemnification and insurance protection. Any required side agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by City Risk Manager or designee. If no side agreement is required, the Consultant shall require and verify that subcontractors maintain insurance meeting all the requirements stated herein and the Consultant shall ensure that City, its officers, officials, employees, agents, and volunteers are additional insureds. The subcontractors' certificates and endorsements shall be on file with the Consultant, and City, prior to commencement of any work by the subcontractor.

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555822v1

EXHIBIT C

DISCLOSURE OF CONFLICT OF INTEREST

ON-CALL ENVIRONMENTAL SERVICES PURSUANT TO CEQA

YES* NO
1 Are you currently in litigation with the City of Fresno or any of its agents?

2 Do you represent any firm, organization, or person who is in litigation with the City of Fresno?

3 Do you currently represent or perform work for any clients who do business with the City of Fresno?

4 Are you or any of your principals, managers, or professionals, owners or investors in a business which does business with the City of Fresno, or in a business which is in litigation with the City of Fresno?

5 Are you or any of your principals, managers, or professionals, related by blood or marriage to any City of Fresno employee who has any significant role in the subject matter of this service?

6 Do you or any of your subcontr actors have, or expect to have, any interest, direct or indirect, in any other contract in connection with this Project?

* If the answer to any question is yes, please explain in full below.

Explanation:

Signature

Date

Name

Company

Address

Additional page(s) attached.

City, State, Zip

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555822v1

EXHIBIT D

Service Agreement between City of Fresno
and CSG Consultants, Inc.

ON-CALL CEQA SERVICES - STANDARDS OF PERFORMANCE

This exhibit outlines the general expectations for participation in the On-Call CEQA list for the Planning and Development Department.

City Direction and Consultation
All work performed will be done under the g eneral direction of the City's Planning and Development Department, including Assistant Directors, Planning Managers, and other assigned staff. The Consultant shall not alter any project documents, including reports and environmental studies, without written approval from the City. Any necessary changes will be communicated through official channels (e.g., email).

Subcontractor Management
If subcontractors are required, City staff must be notified and approve in writing. The Developer is not authorized to contract directly with any subcontractors under this agreement. Furthermore, any subcontractors engaged by your firm must adhere to the confidentiality and ownership requirements outlined within this agreement.

Communication Protocol
The City retains final authority over the scope of work and environmental documentation, as advised by the City Attorney's Office. Consultants may communicate directly with the project sponsor as necessary strictly for the purpose of contract negotiation and management. Through the Department’s CEQA coordinator, consultants may communicate with the project sponsor for the purpose of preparing the project description/ draft Scope of Work and formulating mitigation measures and alternatives.

Communication regarding project details or public pr esentations will include the CEQA coordinator.

Confidential Information and Ownership
All materials, documents, and data generated under this agreement are considered confidential and remain the property of the City. Consultants may not share these materials with third parties without prior written consent from the City. This includes all proprietary information, including materials and communications disclosed or submitted during the course of work. Consultants must provide all deliverables to the Department only, and only the Department can distribute copies of the work product to a project sponsor.

Standards of Performance
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555822v1
The City reserves the right to take appropriate action in cases of non-performance. Failure to meet the standards of performance may warrant your firm's removal from the On-Call list. Examples of non-performance include, but are not limited to:

1. Consistency and Accuracy of Project Descriptions- Documents must have a consistent project description across all sections, technical reports, and/or studies.

2. Determination of Appropriate Level of CEQA Documentation- City of Fresno planning staff shall determine the appropriate CEQA clearance document for all projects. This includes a determination of whether an action is discretionary/ subject to CEQA, review of project’s applicability for exemption, and/or preparation of an Initial Study or EIR.

3. Substantive Errors and Incomplete Ana lysis- Documents containing substantive errors, incomprehensible, or conclusory analyses, or those below City standards are unacceptable.

4. Missing Technical Reports or Studies- Sections submitted without the required technical reports/studies will not be accepted.

5. Report Organization - The information within the environmental documents, including Environmental Impact Reports, shall be submitted in a logical and orderly manner. The information must be presented in a commonly accepted format that is readily understood by both the public and public agencies.

6. Failure to Address Staff Comments in Resubmissions- When resubmitting documents, consultants must respond fully to all staff and City Attorney Office comments.

7. Failure to Meet Agreed Timelines, Activities, or Deliverables- Exceeding or deviating from the agreed-upon activities, timelines, or deliverables outlined in the project's scope of work without prior approval is unacceptable.

8. Legal Defensibility of Environmental Documents- Environmental documents must be legally defensible, as determined by the City Attorney's Office. Failure to produce legally sound documents may result in removal from the on-call list.

9. Inadequate Analysis- Reports should not simply cut and paste content from technical reports without providing meaningful analysis, interpretation, and logical flow.

10. Failure to Coordinate with Relevant Agencies- Consultants must follow up with and coordinate with City staff and relevant public agencies when clarification is needed for environmental reviews.

11. Inadequate Consistency Analysis- A response to a consistency analysis must include comprehensive discussions, providing a clear rationale for why a project would or would not conflict with policies. Simply restating the project description is insufficient.
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555822v1

12. Insufficient Detail on Regulatory Compliance- Documents should not merely restate regulatory measures without adding meaningful clarification or details regarding regulatory compliance.

13. Objectivity in Consultant Prepared Materials- Consultants shall remain neutral and provide only objective, unbiased materials and services to the Department.

14. Failure to Follow State CEQA Guidelines- Failure to comply with State CEQA Guidelines and State CEQA clearinghouse requirements for the requested service will be considered a violation of performance standards.

15. Timely Communication- Consultants shall respond to requests from the City within ten (10) business days. Failure to respond within (10) business days may lead to removal from the On-Call list. Similarly, the City will respond to inquiries and provide reviews within ten (10) business days, unless otherwise communicated.

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ϭ͘ŽǀĞƌ>ĞƚƚĞƌ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭ Ϯ͘&ŝƌŵͬdĞĂŵKǀĞƌǀŝĞǁ ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϯ ϯ͘ZĞĨĞƌĞŶĐĞƐ ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϳ ϰ͘tŽƌŬ^ĂŵƉůĞƐ ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϯ ϱ͘ZĞƐƵŵĞƐ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϯ ϲ͘^ƵŵŵĂƌǇŽĨYƵĂůŝĨŝĐĂƚŝŽŶƐ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϰ ϳ͘ZĂƚĞ^ŚĞĞƚ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϲ ϴ͘KƚŚĞƌ/ŶĨŽƌŵĂƚŝŽŶ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϴ ϵ͘>ĞŐĂůŽĐƵŵĞŶƚƐ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϭϵ

WW
E/y
A
ZĞƐƵŵĞƐ ͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘͘ ϮϬ ).,%#((/!&)*!

YƵĂůŝĨŝĐĂƚŝŽŶƐĨŽƌKŶͲĂůů
ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϯ
Ϯ͘&/ZDͬd
DKs
Zs/
t
&/ZDKs
Zs/
tͲ^'KE^h>dEd^
^'ŽŶƐƵůƚĂŶƚƐ͕/ŶĐ͘;^'ͿŝƐĂŶĞŵƉůŽǇĞĞͲŽǁŶĞĚĂůŝĨŽƌŶŝĂĐŽŵƉĂŶǇǁŝƚŚŝƚƐŚĞĂĚƋƵĂƌƚĞƌƐŝŶ&ŽƐƚĞƌŝƚǇ͕ĂůŝĨŽƌŶŝĂ͘ ĚĚŝƚŝŽŶĂůƐƵƉƉŽƌƚŝƐĂǀĂŝůĂďůĞĨƌŽŵŽƵƌŽƚŚĞƌŽĨĨŝĐĞƐŝŶEĞǁŵĂŶ͕KƌĂŶŐĞ͕WĂƐŽZŽďůĞƐ͕WůĞĂƐĂŶƚŽŶ͕^ĂĐƌĂŵĞŶƚŽ͕ĂŶĚ ^ĂŶ:ŽƐĞ͘&ŽƵŶĚĞĚŝŶϭϵϵϭ͕^'ǁŽƌŬƐƐŽůĞůǇĨŽƌƉƵďůŝĐĂŐĞŶĐŝĞƐ͕ĞůŝŵŝŶĂƚŝŶŐƚŚĞƉŽƚĞŶƚŝĂůĨŽƌĐŽŶĨůŝĐƚƐŽĨŝŶƚĞƌĞƐƚ ďĞƚǁĞĞŶĚĞǀĞůŽƉĞƌƐĂŶĚĂŐĞŶĐŝĞƐ͘/ŶƚŚŝƐǁĂǇ͕ǁĞĐĂŶĨŽĐƵƐĞǆĐůƵƐŝǀĞůǇŽŶƚŚĞƐƉĞĐŝĨŝĐŶĞĞĚƐŽĨŽƵƌŵƵŶŝĐŝƉĂůĐůŝĞŶƚƐ͘ ^'ŚĂƐŐƌŽǁŶƐƚĞĂĚŝůǇŝŶďŽƚŚƌĞǀĞŶƵĞĂŶĚƐƚĂĨĨƐŝǌĞĂŶĚŶŽǁŚĂƐŽǀĞƌϯϱϬĞŵƉůŽǇĞĞƐƐĞƌǀŝŶŐĐƵƐƚŽŵĞƌƐƚŚƌŽƵŐŚŽƵƚ ĂůŝĨŽƌŶŝĂ͘
ED
K&&/ZD͗^'ŽŶƐƵůƚĂŶƚƐ͕/ŶĐ͘
z
Z^/Eh^/E
^^͗ϯϯ;
ƐƚĂďůŝƐŚĞĚŝŶϭϵϵϭͿ
WZ/DZzKEdd͗'ůĞŶŶ>ĂũŽŝĞ͕/WͮWƌŝŶĐŝƉĂů͕ŝƌĞĐƚŽƌŽĨ ŶǀŝƌŽŶŵĞŶƚĂůWůĂŶŶŝŶŐ
ϳϭϰ͘ϴϭϱ͘ϴϭϮϰĐĞůůͮŐůĞŶŶůΛĐƐŐĞŶŐƌ͘ĐŽŵĞŵĂŝů
,
YhZd
Z^͗ϱϱϬWŝůŐƌŝŵƌŝǀĞ͕&ŽƐƚĞƌŝƚǇ͕ϵϰϰϬϰ
Z
'/KE>K&&/
^͗ϵϯϬ&ƌĞƐŶŽ^ƚƌĞĞƚ͕EĞǁŵĂŶ͕ϵϱϯϲϬ
ϯϴϳϱ,ŽƉǇĂƌĚZŽĂĚ͕^ƵŝƚĞϭϰϭ͕WůĞĂƐĂŶƚŽŶ͕ϵϰϱϴϴ
ϯϭϱϬůŵĂĚĞŶ
ǆƉƌĞƐƐǁĂǇηϮϱϱ͕^ĂŶ:ŽƐĞ͕ϵϱϭϭϴ
ϭϯϬϯ:^ƚƌĞĞƚ͕^ƵŝƚĞϮϳϬ͕^ĂĐƌĂŵĞŶƚŽ͕ϵϱϴϭϰ
ϴϬϲϵƚŚ^ƚƌĞĞƚ͕^ƵŝƚĞϮ͕WĂƐŽZŽďůĞƐ͕ϵϯϰϰϲ
ϯϳϬϳt͘'ĂƌĚĞŶ'ƌŽǀĞŽƵůĞǀĂƌĚ͕^d
ηϭϬϬ͕KƌĂŶŐĞ͕ϵϮϴϲϴ

DW>Kz

^͗ϯϱϬн
dzW
K&h^/E
^^͗ĂůŝĨŽƌŶŝĂŽƌƉŽƌĂƚŝŽŶͻ/ŶĐŽƌƉŽƌĂƚĞĚ:ƵŶĞϭϱ͕ϮϬϬϬͻ&ĞĚĞƌĂů/͗ϵϭͲϮϬϱϯϳϰϵ
^'ŚĂƐƚŚĞĞŶǀŝƌŽŶŵĞŶƚĂůƐƚĂĨĨƌĞƐŽƵƌĐĞƐƚŽŵĂŶĂŐĞĂŶĚƉƌĞƉĂƌĞĐůĞĂƌ͕ĐŽŶĐŝƐĞ͕ĂŶĚůĞŐĂůůǇĚĞĨĞŶƐŝďůĞ ĞŶǀŝƌŽŶŵĞŶƚĂůĚŽĐƵŵĞŶƚƐƵŶĚĞƌƚŚĞĂůŝĨŽƌŶŝĂ
ŶǀŝƌŽŶŵĞŶƚĂůYƵĂůŝƚǇĐƚ;
YͿĂŶĚƚŚĞEĂƚŝŽŶĂů
ŶǀŝƌŽŶŵĞŶƚĂů
WŽůŝĐǇĐƚ;E
WͿĨŽƌƉƌŽũĞĐƚƐŽĨĂůůƚǇƉĞƐ͕ŝŶĐůƵĚŝŶŐĚĞǀĞůŽƉŵĞŶƚ͕ŝŶĨƌĂƐƚƌƵĐƚƵƌĞŝŵƉƌŽǀĞŵĞŶƚƐ͕ĞĐŽůŽŐŝĐĂů ĞŶŚĂŶĐĞŵĞŶƚƐ͕ĂŶĚƉŽůŝĐǇĂĚŽƉƚŝŽŶĚŽĐƵŵĞŶƚƐ͕ƐƵĐŚĂƐ'ĞŶĞƌĂůWůĂŶƐĂŶĚ^ƉĞĐŝĨŝĐWůĂŶƐ͘^'ǁŝůůƐĞƌǀĞĂƐĂŶ ĞǆƚĞŶƐŝŽŶŽĨŝƚǇƐƚĂĨĨƚŽĞŶƐƵƌĞƚŚĂƚƚŚĞĞŶƚŝƌĞĞŶǀŝƌŽŶŵĞŶƚĂůƌĞǀŝĞǁƉƌŽĐĞƐƐŝƐĐŽŶĚƵĐƚĞĚŝŶĂĐŽŵƉƌĞŚĞŶƐŝǀĞ ŵĂŶŶĞƌ͘KƵƌŽďũĞĐƚŝǀĞŝƐƚŽƉƌŽǀŝĚĞƉƌĞŵŝƵŵƐĞƌǀŝĐĞƐƚŽŽƵƌĐůŝĞŶƚƐ͕ĂůŽŶŐǁŝƚŚŚŝŐŚůǇĂĐĐƵƌĂƚĞƚĞĐŚŶŝĐĂů ĚŽĐƵŵĞŶƚĂƚŝŽŶĂŶĚŝŵƉĂĐƚĚĞƚĞƌŵŝŶĂƚŝŽŶ͘
&/ZDKs
Zs/
tʹ&/Z^dZKE^K>hd/KE^;^hKE^h>dEdͿ
&ŽƵŶĚĞĚĂŶĚŝŶĐŽƌƉŽƌĂƚĞĚŝŶƚŚĞ^ƚĂƚĞŽĨĂůŝĨŽƌŶŝĂŝŶϭϵϴϮ͕&^ŝƐĂĂůŝĨŽƌŶŝĂŽƌƉŽƌĂƚŝŽŶƚŚĂƚŚĂƐƉƌŽǀŝĚĞĚ ŚƵŶĚƌĞĚƐŽĨůŽĐĂůŐŽǀĞƌŶŵĞŶƚ͕^ƚĂƚĞ͕ĂŶĚĨĞĚĞƌĂůĂŐĞŶĐŝĞƐ͕ĂƐǁĞůůĂƐƉƌŝǀĂƚĞĚĞǀĞůŽƉŵĞŶƚĐůŝĞŶƚƐǁŝƚŚŽŶͲĐĂůů ĞŶǀŝƌŽŶŵĞŶƚĂůƐĞƌǀŝĐĞƐ͕ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽ͕ƚŚĞƉƌĞƉĂƌĂƚŝŽŶŽĨ ŶǀŝƌŽŶŵĞŶƚĂů/ŵƉĂĐƚZĞƉŽƌƚƐ;
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^ƚƵĚŝĞƐ͕DŝƚŝŐĂƚĞĚEĞŐĂƚŝǀĞĞĐůĂƌĂƚŝŽŶƐ;DEƐͿŽƌEĞŐĂƚŝǀĞĞĐůĂƌĂƚŝŽŶƐ;EƐͿ͕ƚĞĐŚŶŝĐĂůƐƚƵĚŝĞƐ͕DŝƚŝŐĂƚŝŽŶ DŽŶŝƚŽƌŝŶŐĂŶĚZĞƉŽƌƚŝŶŐWƌŽŐƌĂŵƐ;DDZWƐͿ͕ĂŶĚĂƐƐŽĐŝĂƚĞĚŶŽƚŝĐĞƐ͘/ŶĂĚĚŝƚŝŽŶƚŽ YĐŽŶƐƵůƚŝŶŐĂŶĚ
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ŶǀŝƌŽŶŵĞŶƚĂů ^ĞƌǀŝĐĞƐʹ ^'ŽŶƐƵůƚĂŶƚƐ ϰ
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ŶǀŝƌŽŶŵĞŶƚĂůWůĂŶŶĞƌ
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ŶǀŝƌŽŶŵĞŶƚĂůWůĂŶŶĞƌ
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YĂŶĚE
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ŶǀŝƌŽŶŵĞŶƚĂůŽĐƵŵĞŶƚĂƚŝŽŶͮŝƚǇŽĨĞůů͕
ϮϬϮϰ
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ůŝĞŶƚ ŝƚǇŽĨ>ĂŐƵŶĂĞĂĐŚ
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ZĞůĞǀĂŶƚ
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WƌŽƉŽƐĂůĨŽƌKŶͲĂůů
ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϵ
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ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϭϬ
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ŶǀŝƌŽŶŵĞŶƚĂůŶĂůǇƐŝƐĂŶĚ^ƉĞĐŝĨŝĐWůĂŶ
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ŽĨ&ƌĞƐŶŽ͕
ůŝĞŶƚ ŝƚǇŽĨ&ƌĞƐŶŽ
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ŵŝƐƐŝŽŶƐĂŶĚ
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ŵŝƐƐŝŽŶƐĂŶĚ
ŶĞƌŐǇŶĂůǇƐŝƐ͕,ǇĚƌŽůŽŐǇĂŶĚtĂƚĞƌhƚŝůŝƚŝĞƐŶĂůǇƐŝƐ͕ĂŶĚdƌĂŶƐƉŽƌƚĂƚŝŽŶ ŶĂůǇƐŝƐͿ͖DDZW͖WƌŽũĞĐƚDĂŶĂŐĞŵĞŶƚ
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tŽƌŬ^ĂŵƉůĞ ŚƚƚƉƐ͗ͬͬĐĞƋĂŶĞƚ͘ŽƉƌ͘ĐĂ͘ŐŽǀͬϮϬϮϮϬϮϬϰϴϲͬϮ

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ŵĞŶĚŵĞŶƚ;'WͿ͕ǁŚŝĐŚŵĞĂŶƐƚŚĞŝƚǇĐŽƵůĚŶŽůŽŶŐĞƌƚŝĞƌĨƌŽŵƚŚĞ'ĞŶĞƌĂůWůĂŶWƌŽŐƌĂŵŽƌŝŶĐŽƌƉŽƌĂƚĞƚŚĞ 'ĞŶĞƌĂůWůĂŶWƌŽŐƌĂŵ
/ZŽƌƚŚĞ'WďǇƌĞĨĞƌĞŶĐĞ͘
ƐƐƵĐŚ͕&^ŝƐƉƌĞƉĂƌŝŶŐĂƌĞǀŝƐĞĚ^ƵďƐĞƋƵĞŶƚDEƚŚĂƚƌĞŵŽǀĞƐĂƉƉůŝĐĂďůĞƌĞĨĞƌĞŶĐĞƐƚŽƚŚĞ'ĞŶĞƌĂůWůĂŶ /ZĂŶĚ
'W͕ĚĞǀĞůŽƉĞĚŵŝƚŝŐĂƚŝŽŶŵĞĂƐƵƌĞƐŝŶĚĞƉĞŶĚĞŶƚŽĨƚŚĞ'ĞŶĞƌĂůWůĂŶWƌŽŐƌĂŵ /ZǁŝƚŚŽƵƚƌĞĨĞƌĞŶĐĞƚŽƚŚĞ'W͕
ŝŶĐŽƌƉŽƌĂƚĞƐĞƌƌĂƚĂĂŶĚŝŶĨŽƌŵĂƚŝŽŶĨƌŽŵƚŚĞƉƌĞǀŝŽƵƐƉƌĞƉĂƌĂƚŝŽŶŽĨƌĞƐƉŽŶƐĞƚŽĐŽŵŵĞŶƚƐŽŶƚŚĞƉƌĞǀŝŽƵƐůǇ ƉƌĞƉĂƌĞĚ^ƵďƐĞƋƵĞŶƚDE͕ĂŶĚĂĚĚƌĞƐƐĞƐƚŚĞĚĞĨŝĐŝĞŶĐŝĞƐŝĚĞŶƚŝĨŝĞĚďǇƚŚĞĐŽƵƌƚŝŶƚŚĞ'ĞŶĞƌĂůWůĂŶWƌŽŐƌĂŵ /Z͘
dƌĂĐǇůůŝĂŶĐĞWƌŽũĞĐƚ
/Z͕ŝƚǇŽĨdƌĂĐǇ͕
ůŝĞŶƚ ŝƚǇŽĨdƌĂĐǇ
ŽŶƚĂĐƚ sŝĐƚŽƌŝĂ>ŽŵďĂƌĚŽ͕^ĞŶŝŽƌWůĂŶŶĞƌ͖ϮϬϵ͘ϴϯϭ͘ϲϰϮϴ͖ǀŝĐƚŽƌŝĂ͘ůŽŵďĂƌĚŽΛĐŝƚǇŽĨƚƌĂĐǇ͘ŽƌŐ <ĞǇWĞƌƐŽŶŶĞů
d͘>ŝ͕DhZW;WƌŽũĞĐƚDĂŶĂŐĞƌͬ^ĞŶŝŽƌŝƌYƵĂůŝƚǇ^ĐŝĞŶƚŝƐƚͿ͖Z͘ĂƌƌŽůů;ŝŽůŽŐŝĐĂůZĞƐŽƵƌĐĞƐĂŶĚ ZĞŐƵůĂƚŽƌǇŽŵƉůŝĂŶĐĞ^ƉĞĐŝĂůŝƐƚͿ͖͘ĞWŝĞƚƌŽ͕WŚ͕ZW;ƵůƚƵƌĂůZĞƐŽƵƌĐĞƐ^ƉĞĐŝĂůŝƐƚͿ͖W͘Ƶůƚ͕ D^͕>

W;EŽŝƐĞ^ƉĞĐŝĂůŝƐƚͿ
ZĞůĞǀĂŶƚ
^ĞƌǀŝĐĞƐ

/Z͖dĞĐŚŶŝĐĂů^ƚƵĚŝĞƐ;ŝƌYƵĂůŝƚǇͬ','
ŵŝƐƐŝŽŶƐĂŶĚ
ŶĞƌŐǇŶĂůǇƐŝƐ͕Z͕ZͬdƌŝďĂůƵůƚƵƌĂů
ZĞƐŽƵƌĐĞƐ΀dZƐ΁͕WĂůĞŽŶƚŽůŽŐŝĐĂůZĞĐŽƌĚƐ^ĞĂƌĐŚ͕EŽŝƐĞ/ŵƉĂĐƚŶĂůǇƐŝƐ͕dƌĂŶƐƉŽƌƚĂƚŝŽŶ/ŵƉĂĐƚ ƐƐĞƐƐŵĞŶƚ͕ĂŶĚWŚĂƐĞ/
ŶǀŝƌŽŶŵĞŶƚĂů^ŝƚĞƐƐĞƐƐŵĞŶƚ΀
^΁Ϳ͖&ůŽŽĚWƌŽƚĞĐƚŝŽŶdĞĐŚŶŝĐĂů
DĞŵŽƌĂŶĚƵŵĂŶĚtĂƚĞƌ^ƵƉƉůǇƐƐĞƐƐŵĞŶƚWĞĞƌZĞǀŝĞǁ͖&ŝŶĚŝŶŐƐŽĨ&ĂĐƚͬ^ƚĂƚĞŵĞŶƚŽĨ KǀĞƌƌŝĚŝŶŐŽŶƐŝĚĞƌĂƚŝŽŶƐ͖ZĞƐƉŽŶƐĞƐƚŽŽŵŵĞŶƚƐ͖ĂŶĚWƌŽũĞĐƚDĂŶĂŐĞŵĞŶƚ ).,%#((/!&)*!

WƌŽƉŽƐĂůĨŽƌKŶͲĂůů
ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϭϮ
^ƵďĐŽŶƐƵůƚĂŶƚƐ
^ŚĂƌůĂzĂŶŐŽŶƐƵůƚŝŶŐ;Ăů

DŽĚ
ŵŝƐƐŝŽŶƐŶĂůǇƐĞƐͿ͖<ĞŶŶĞƚŚ&ŝŶŐĞƌ;WĂůĞŽŶƚŽůŽŐŝĐĂů
ZĞƐŽƵƌĐĞƐ^ƉĞĐŝĂůŝƐƚͿ͖
ŶǀŝƌŽŶŵĞŶƚĂůƐƐĞƐƐŵĞŶƚ^ƉĞĐŝĂůŝƐƚƐ͕/ŶĐ͘;WŚĂƐĞ/
^^ƉĞĐŝĂůŝƐƚͿ͖<ŝŵůĞǇͲ
,ŽƌŶĂŶĚƐƐŽĐŝĂƚĞƐ͕/ŶĐ͘;dƌĂĨĨŝĐ^ƉĞĐŝĂůŝƐƚͿ͖ĂŶĚsŝŶĐĞŶƚ͘DŝƌĂďĞůůĂ;ŝƌYƵĂůŝƚǇͿ tŽƌŬ^ĂŵƉůĞ ŚƚƚƉƐ͗ͬͬĐĞƋĂŶĞƚ͘ŽƉƌ͘ĐĂ͘ŐŽǀͬϮϬϮϬϬϴϬϱϮϰͬϯ

&^ƉƌĞƉĂƌĞĚĂƌĂĨƚĂŶĚ&ŝŶĂů
/ZĨŽƌƚŚĞdƌĂĐǇůůŝĂŶĐĞWƌŽũĞĐƚŝŶŝƚǇŽĨdƌĂĐǇ͕ĂůŝĨŽƌŶŝĂ͘dŚĞƉƌŽũĞĐƚƉƌŽƉŽƐĞƐƵƉƚŽ ϯ͘ϰŵŝůůŝŽŶƐƋƵĂƌĞĨĞĞƚŽĨǁĂƌĞŚŽƵƐĞĂŶĚĚŝƐƚƌŝďƵƚŝŽŶĂŶĚƌĞůĂƚĞĚƵƐĞƐŽŶŶĞĂƌůǇϭϵϮĂĐƌĞƐ͘dŚĞƐŝƚĞĐŽŶƐŝƐƚƐŽĨƐŝǆ ƉĂƌĐĞůƐƵŶĚĞƌŽǁŶĞƌƐŚŝƉďǇƚŚƌĞĞƐĞƉĂƌĂƚĞƉĂƌƚŝĞƐ͗dƌĂĐǇůůŝĂŶĐĞ'ƌŽƵƉ͕^ƵǀŝŬ&ĂƌŵƐ͕>>͕ĂŶĚƵƌŝĂŬĂƚ͘dŚĞƐŝƚĞŝƐ ǁŝƚŚŝŶƵŶŝŶĐŽƌƉŽƌĂƚĞĚ^ĂŶ:ŽĂƋƵŝŶŽƵŶƚǇůĂŶĚ͕ĂĚũĂĐĞŶƚƚŽƚŚĞŶŽƌƚŚĞĂƐƚĞƌŶĐŝƚǇůŝŵŝƚƐĂŶĚǁŝƚŚŝŶƚŚĞŝƚǇŽĨdƌĂĐǇ͛Ɛ ^ƉŚĞƌĞŽĨ/ŶĨůƵĞŶĐĞ͘ĞǀĞůŽƉŵĞŶƚŽŶƚŚĞdƌĂĐǇůůŝĂŶĐĞƉĂƌĐĞůƐǁŽƵůĚĐŽŶƐŝƐƚŽĨϭ͕ϴϰϵ͕ϱϬϬƐƋƵĂƌĞĨĞĞƚŽĨǁĂƌĞŚŽƵƐĞ ĂŶĚŽĨĨŝĐĞƐƉĂĐĞůŽĐĂƚĞĚŝŶƚŚƌĞĞďƵŝůĚŝŶŐƐĂŶĚĂƐƚŽƌŵǁĂƚĞƌĚĞƚĞŶƚŝŽŶďĂƐŝŶǁŝƚŚĂƉƵŵƉƐƚĂƚŝŽŶ;ƚŚĂƚǁŽƵůĚďĞŝƚǇͲ ŽǁŶĞĚĂŶĚŵĂŶĂŐĞĚͿ͘ƉƉƌŽǆŝŵĂƚĞůǇϭϮ͘ϱϭĂĐƌĞƐŽĨƚŚĞdƌĂĐǇůůŝĂŶĐĞƉĂƌĐĞůƐǁŽƵůĚďĞƌĞƐĞƌǀĞĚƚŽĂĐĐŽŵŵŽĚĂƚĞĂ ƉŽƌƚŝŽŶŽĨĂƉůĂŶŶĞĚŝŶƚĞƌĐŚĂŶŐĞĂƚWĂƌĂĚŝƐĞZŽĂĚĂŶĚ/ŶƚĞƌƐƚĂƚĞϮϬϱ͘dŚĞ&ŝŶĂů /ZǁĂƐŝŶŝƚŝĂůůǇƉƵďůŝƐŚĞĚŝŶDĂƌĐŚ
ϮϬϮϯĂŶĚǁĂƐƵƉĚĂƚĞĚŝŶ:ƵůǇϮϬϮϯ͘&ŽůůŽǁŝŶŐĂŝƚǇŽƵŶĐŝůŚĞĂƌŝŶŐĂƚǁŚŝĐŚƚŚĞƉƌŽũĞĐƚǁĂƐŶŽƚĂƉƉƌŽǀĞĚ͕ƚŚĞ ĂƉƉůŝĐĂŶƚƌĞǀŝƐĞĚƚŚĞƉƌŽũĞĐƚĂŶĚƐƵďŵŝƚƚĞĚĂŶĞǁĂƉƉůŝĐĂƚŝŽŶƚŽƚŚĞŝƚǇ͘ ŝƚǇŽĨWůĞĂƐĂŶƚŽŶϮϬϮϯʹϮϬϯϭ;ϲƚŚǇĐůĞͿ,ŽƵƐŝŶŐ
ůĞŵĞŶƚhƉĚĂƚĞWƌŽŐƌĂŵ
/Z͕ŝƚǇŽĨWůĞĂƐĂŶƚŽŶ͕
ůŝĞŶƚ ŝƚǇŽĨWůĞĂƐĂŶƚŽŶ
ŽŶƚĂĐƚ
ůůĞŶůĂƌŬ͕ŽŵŵƵŶŝƚǇĞǀĞůŽƉŵĞŶƚŝƌĞĐƚŽƌ͖ϵϮϱ͘ϵϯϭ͘ϱϲϬϲ͖ĞĐůĂƌŬΛĐŝƚǇŽĨƉůĞĂƐĂŶƚŽŶĐĂ͘ŐŽǀ <ĞǇWĞƌƐŽŶŶĞů Z͘ĂƌƌŽůů;ŝŽůŽŐŝĐĂůZĞƐŽƵƌĐĞƐĂŶĚZĞŐƵůĂƚŽƌǇŽŵƉůŝĂŶĐĞ^ƉĞĐŝĂůŝƐƚͿ͖͘ĞWŝĞƚƌŽ͕WŚ͕ZW ;ƵůƚƵƌĂůZĞƐŽƵƌĐĞƐ^ƉĞĐŝĂůŝƐƚͿ͖ĂŶĚW͘Ƶůƚ͕D^͕>

W;EŽŝƐĞ^ƉĞĐŝĂůŝƐƚͿ
ZĞůĞǀĂŶƚ
^ĞƌǀŝĐĞƐ
WƌŽŐƌĂŵ
/Z͖dĞĐŚŶŝĐĂů^ƚƵĚŝĞƐ;ŝƌYƵĂůŝƚǇͬ','
ŵŝƐƐŝŽŶƐĂŶĚ
ŶĞƌŐǇŶĂůǇƐŝƐ͕ZĂŶĚdZ͕
EŽŝƐĞŶĂůǇƐŝƐ͕dƌĂŶƐƉŽƌƚĂƚŝŽŶƐƐĞƐƐŵĞŶƚ͕ĂŶĚtĂƚĞƌ^ƵƉƉůǇƐƐĞƐƐŵĞŶƚͿ͖DDZW͖EKW͖&ŝŶĚŝŶŐƐ ŽĨ&ĂĐƚͬ^ƚĂƚĞŵĞŶƚŽĨKǀĞƌƌŝĚŝŶŐŽŶƐŝĚĞƌĂƚŝŽŶƐ͖ĂŶĚWƌŽũĞĐƚDĂŶĂŐĞŵĞŶƚ tŽƌŬ^ĂŵƉůĞ ŚƚƚƉƐ͗ͬͬĐĞƋĂŶĞƚ͘ŽƉƌ͘ĐĂ͘ŐŽǀͬϮϬϮϮϬϰϬϬϵϭͬϯ

&^ƉƌŽǀŝĚĞĚƚĞĐŚŶŝĐĂůƐĞƌǀŝĐĞƐĨŽƌƚŚĞŝƚǇŽĨWůĞĂƐĂŶƚŽŶ͛ƐϮϬϮϯʹϮϬϯϭ;ϲƚŚǇĐůĞͿ,ŽƵƐŝŶŐ ůĞŵĞŶƚhƉĚĂƚĞ͘dŚĞ
,ŽƵƐŝŶŐ
ůĞŵĞŶƚŝƐƌĞƋƵŝƌĞĚƚŽŝĚĞŶƚŝĨǇĂŶĚĂŶĂůǇǌĞĞǆŝƐƚŝŶŐĂŶĚƉƌŽũĞĐƚĞĚŚŽƵƐŝŶŐŶĞĞĚƐĂŶĚŝŶĐůƵĚĞƐƚĂƚĞŵĞŶƚƐŽĨ ƚŚĞŝƚǇ͛ƐŐŽĂůƐ͕ƉŽůŝĐŝĞƐ͕ƋƵĂŶƚŝĨŝĞĚŽďũĞĐƚŝǀĞƐ͕ĂŶĚƐĐŚĞĚƵůĞĚƉƌŽŐƌĂŵƐĨŽƌƚŚĞƉƌĞƐĞƌǀĂƚŝŽŶ͕ŝŵƉƌŽǀĞŵĞŶƚ͕ĂŶĚ ĚĞǀĞůŽƉŵĞŶƚŽĨŚŽƵƐŝŶŐ͘dŚĞŝƚǇŽĨWůĞĂƐĂŶƚŽŶŝĚĞŶƚŝĨŝĞĚĂƚŽƚĂůŽĨϮϱƐŝƚĞƐĨŽƌƉŽƚĞŶƚŝĂůƌĞǌŽŶŝŶŐƚŽĨƵůĨŝůůŝƚƐŚŽƵƐŝŶŐ ƐŚŽƌƚĨĂůůďĞƚǁĞĞŶŝƚƐZĞŐŝŽŶĂů,ŽƵƐŝŶŐEĞĞĚƐůůŽĐĂƚŝŽŶĂŶĚƚŚĞĞǆŝƐƚŝŶŐŚŽƵƐŝŶŐĐĂƉĂĐŝƚǇŽĨϯ͕ϭϳϯƵŶŝƚƐ͘dŚĞWƌŽŐƌĂŵ

/ZĨŽĐƵƐĞĚŽŶƚŚĞƐŝƚĞƐŝĚĞŶƚŝĨŝĞĚŝŶƚŚĞ,ŽƵƐŝŶŐ
ůĞŵĞŶƚhƉĚĂƚĞƚŚĂƚĐŽƵůĚƉŽƚĞŶƚŝĂůůǇďĞǌŽŶĞĚĨŽƌƌĞƐŝĚĞŶƚŝĂůƵƐĞ͘ dŚĞĨŝŶĂůůŝƐƚŽĨĂƉƉƌŽǀĞĚƐŝƚĞƐƚŽďĞĂĚŽƉƚĞĚďǇƚŚĞŝƚǇŽƵŶĐŝůǁĂƐĂĐĐŽŵƉĂŶŝĞĚďǇƚŚĞ'WƐĂŶĚ^ƉĞĐŝĨŝĐWůĂŶ ŵĞŶĚŵĞŶƚƐĂŶĚƌĞǌŽŶŝŶŐĂĐƚŝŽŶƐƚŽĂĐĐŽŵŵŽĚĂƚĞƌĞƐŝĚĞŶƚŝĂůŚŽƵƐŝŶŐĚĞǀĞůŽƉŵĞŶƚ͘dŚĞWƌŽŐƌĂŵ /ZǁĂƐĐĞƌƚŝĨŝĞĚ͕
ĂŶĚƚŚĞ,ŽƵƐŝŶŐ
ůĞŵĞŶƚǁĂƐĂƉƉƌŽǀĞĚďǇƚŚĞŝƚǇŽƵŶĐŝůŝŶ:ĂŶƵĂƌǇϮϬϮϯ͘ &ŽůůŽǁŝŶŐĐĞƌƚŝĨŝĐĂƚŝŽŶŽĨƚŚĞ,ŽƵƐŝŶŐ
ůĞŵĞŶƚ
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ƉƌŽũĞĐƚƐĂƐƚŚĞǇĂƌĞƐƵďŵŝƚƚĞĚ͘dŚĞƚĞŵƉůĂƚĞĚŽĐƵŵĞŶƚƌĞĨůĞĐƚƐƐƚƌĞĂŵůŝŶŝŶŐŐƵŝĚĂŶĐĞĐŽŶƚĂŝŶĞĚŝŶ YƐĞĐƚŝŽŶ
ϭϱϭϴϯ͕ǁŚŝĐŚƉƌŽǀŝĚĞƐĂŶĞǆĞŵƉƚŝŽŶĨŽƌĐŽŶƐŝƐƚĞŶƚƉƌŽũĞĐƚƐ͕ĂŶĚƐƚƌĞĂŵůŝŶĞƐĂĚĚŝƚŝŽŶĂůƌĞǀŝĞǁďǇůŝŵŝƚŝŶŐŝƚƚŽ ƉƌŽũĞĐƚͲƐƉĞĐŝĨŝĐƐŝŐŶŝĨŝĐĂŶƚŝŵƉĂĐƚƐƚŚĂƚĂƌĞƉĞĐƵůŝĂƌƚŽƚŚĞƉƌŽũĞĐƚŽƌƚŚĞƐŝƚĞ͘dŚĞƉƵƌƉŽƐĞŽĨƚŚĞƚĞŵƉůĂƚĞŝƐƚŽ ĚĞƚĞƌŵŝŶĞǁŚĞƚŚĞƌĂƉƌŽƉŽƐĞĚĂĐƚŝŽŶĨĂůůƐǁŝƚŚŝŶƚŚĞďƵŝůĚŽƵƚƉĂƌĂŵĞƚĞƌƐƉƌĞǀŝŽƵƐůǇĞǀĂůƵĂƚĞĚǁŝƚŚŝŶƚŚĞ,ŽƵƐŝŶŐ

ůĞŵĞŶƚhƉĚĂƚĞ
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dŚĞƐƚƌĞĂŵůŝŶŝŶŐƚĞŵƉůĂƚĞƐƵŵŵĂƌŝǌĞƐƚŚĞĐŽŶĐůƵƐŝŽŶƐŽĨĞĂĐŚĞŶǀŝƌŽŶŵĞŶƚĂůƚŽƉŝĐƐƚƵĚŝĞĚŝŶƚŚĞ /ZĂŶĚ
ŝŶĐŽƌƉŽƌĂƚĞƐƐƉĞĐŝĨŝĐŵŝƚŝŐĂƚŝŽŶŵĞĂƐƵƌĞƐƚŚĂƚĐŽƵůĚďĞĂƉƉůŝĐĂďůĞƚŽĂƐƵďƐĞƋƵĞŶƚƉƌŽũĞĐƚ͘dŚĞƚĞŵƉůĂƚĞƐĞŶƐƵƌĞƚŚĂƚ ĨƵƚƵƌĞƉƌŽũĞĐƚƐďĞŝŶŐĐŽŶƐŝĚĞƌĞĚĨŽƌƐƚƌĞĂŵůŝŶŝŶŐĐĂŶďĞĞǀĂůƵĂƚĞĚĞĨĨŝĐŝĞŶƚůǇ͕ĂŶĚŝŶĂĐŽŶƐŝƐƚĞŶƚĂŶĚĂĐĐƵƌĂƚĞ ŵĂŶŶĞƌ ͘&^ŝƐĐƵƌƌĞŶƚůǇƉƌŽĐĞƐƐŝŶŐĨŽƵƌŚŽƵƐŝŶŐĞůĞŵĞŶƚƐŝƚĞƐƵƚŝůŝǌŝŶŐƚŚŝƐƚĞŵƉůĂƚĞ͘ ).,%#((/!&)*!

YƵĂůŝĨŝĐĂƚŝŽŶƐĨŽƌKŶͲĂůů
ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϭϯ
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YƵĂůŝĨŝĐĂƚŝŽŶƐĨŽƌKŶͲĂůů
ŶǀŝƌŽŶŵĞŶƚĂů^ĞƌǀŝĐĞƐʹ^'ŽŶƐƵůƚĂŶƚƐ ϭϰ
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ƐŵĂůůƐĂŵƉůŝŶŐŽĨĐůŝĞŶƚĂŐĞŶĐŝĞƐŝŶƐŝŵŝůĂƌĐŽŵŵƵŶŝƚŝĞƐƚŚĂƚǁĞƉƌŽǀŝĚĞŽŶͲĐĂůůƉůĂŶŶŝŶŐĂŶĚͬŽƌĞŶǀŝƌŽŶŵĞŶƚĂů ƐĞƌǀŝĐĞƐƚŽŝŶĐůƵĚĞ͗
ĂůĂǀĞƌĂƐŽƵŶƚǇ
ŝƚǇŽĨ
ƐĐĂůŽŶ
ŝƚǇŽĨ'ƵƐƚŝŶĞ
ŝƚǇŽĨDŽƵŶƚĂŝŶ,ŽƵƐĞ
ŝƚǇŽĨZŝǀĞƌďĂŶŬ
ŝƚǇŽĨ^ĂŶŐĞƌ
ŝƚǇŽĨĂƌƐŽŶ
ŝƚǇŽĨ
ů^ĞŐƵŶĚŽ
ŝƚǇŽĨ&ƵůůĞƌƚŽŶ
ŝƚǇŽĨ'ĂƌĚĞŶ'ƌŽǀĞ
ŝƚǇŽĨ^ĐŽƚƚƐsĂůůĞǇ
ŝƚǇŽĨdŚŽƵƐĂŶĚKĂŬƐ
dŽǁŶŽĨ>ŽƐůƚŽƐ,ŝůůƐ
dŽǁŶŽĨŽƌƚĞDĂĚĞƌĂ
dŽǁŶŽĨŽůŵĂ
ŝƚǇŽĨDŝůůsĂůůĞǇ
ŝƚǇŽĨWŝŶŽůĞ
ŝƚǇŽĨWůĞĂƐĂŶƚŽŶ
tĞĐĂŶĂƐƐŝƐƚƚŚĞŝƚǇǁŝƚŚƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐĂŶĚƐĐŽƉŝŶŐĨŽƌƚŚĞĂƉƉƌŽƉƌŝĂƚĞ YĂŶĚE
WĚŽĐƵŵĞŶƚĂƚŝŽŶĂŶĚ͕
ƐŚŽƵůĚĂŶ
/ZďĞƚŚĞĚĞƚĞƌŵŝŶĞĚĐůĞĂƌĂŶĐĞ͕^'ĐĂŶůĞĂĚƚŚĞƉƌĞƉĂƌĂƚŝŽŶŽĨƌĞƐƉŽŶƐĞƚŽĐŽŵŵĞŶƚƐĂŶĚĂŶǇƌĞƋƵŝƌĞĚ ĨŝŶĚŝŶŐƐŽĨĨĂĐƚƐͬƐƚĂƚĞŵĞŶƚŽĨŽǀĞƌƌŝĚŝŶŐĐŽŶƐŝĚĞƌĂƚŝŽŶƐ͘tĞĂƌĞĂůƐŽƌĞĂĚǇƚŽĂƐƐŝƐƚƚŚĞŝƚǇǁŝƚŚƉƌŽũĞĐƚƐƚĂŬĞŚŽůĚĞƌ ĐŽŽƌĚŝŶĂƚŝŽŶ͕ĨŝůŝŶŐŽĨƉƵďůŝĐŶŽƚŝĐĞƐ;ŝŶĐůƵĚŝŶŐĞůĞĐƚƌŽŶŝĐĨŝůŝŶŐǁŝƚŚƚŚĞ^ƚĂƚĞůĞĂƌŝŶŐŚŽƵƐĞͿ͕ƉĂƌƚŝĐŝƉĂƚŝŽŶŝŶƉƵďůŝĐ ŚĞĂƌŝŶŐƐ͕ƉĞĞƌƌĞǀŝĞǁŽĨƚĞĐŚŶŝĐĂůƐƚƵĚŝĞƐ͕ĂŶĚĐŽŵƉůĞƚĞƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚƐĞƌǀŝĐĞƐƚŚƌŽƵŐŚŽƵƚƚŚĞĞŶǀŝƌŽŶŵĞŶƚĂů ƌĞǀŝĞǁƉƌŽĐĞƐƐ͘
KƵƌƌĂŶŐĞŽĨƚǇƉĞƐŽĨ
YƐƚƵĚŝĞƐŝŶĐůƵĚĞƐ;ďƵƚŝƐŶŽƚůŝŵŝƚĞĚƚŽͿ͗
ĂƚĞŐŽƌŝĐĂů
ǆĞŵƉƚŝŽŶƐ͕
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ŶǀŝƌŽŶŵĞŶƚĂůƐƐĞƐƐŵĞŶƚ;ǁŝƚŚĂůůĂƉƉůŝĐĂďůĞƚĞĐŚŶŝĐĂůƌĞƉŽƌƚƐƚŽƐƵƉƉŽƌƚĂŶĂĚĞƋƵĂƚĞĚĞƚĞƌŵŝŶĂƚŝŽŶͿ͕ ŽŶƐŝƐƚĞŶĐǇĐŚĞĐŬůŝƐƚƐ͕
EĞŐĂƚŝǀĞĞĐůĂƌĂƚŝŽŶƐ͕
DŝƚŝŐĂƚĞĚEĞŐĂƚŝǀĞĞĐůĂƌĂƚŝŽŶƐ͕

ŶǀŝƌŽŶŵĞŶƚĂů/ŵƉĂĐƚZĞƉŽƌƚƐ;
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WƌŽũĞĐƚͬWƌŽŐƌĂŵͬ&ŽĐƵƐĞĚͬ^ƵƉƉůĞŵĞŶƚĂůͬ^ƵďƐĞƋƵĞŶƚ
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DŝƚŝŐĂƚŝŽŶŵŽŶŝƚŽƌŝŶŐƉƌŽŐƌĂŵƐ͕
ůů ŶŽƚŝĐĞƐ ƌĞƋƵŝƌĞĚ ƉĞƌ
Y ƐƵĐŚ ĂƐ EŽƚŝĐĞƐ ŽĨ
ǆĞŵƉƚŝŽŶ͕ ŽŵƉůĞƚŝŽŶ͕ /ŶƚĞŶƚ͕ ǀĂŝůĂďŝůŝƚǇ͕ WƌĞƉĂƌĂƚŝŽŶ͕ ĞƚĞƌŵŝŶĂƚŝŽŶ͕
^ƵďŵŝƚƚĂůŽĨĞŶǀŝƌŽŶŵĞŶƚĂůĚŽĐƵŵĞŶƚƐƚŽ
YŶĞƚŽŶďĞŚĂůĨŽĨƚŚĞŝƚǇ͕ĂŶĚ
WƌŽǀŝĚŝŶŐƉĞĞƌƌĞǀŝĞǁŽĨ
YĚŽĐƵŵĞŶƚƐƉƌĞƉĂƌĞĚďǇƉƌŽũĞĐƚĂƉƉůŝĐĂŶƚƐ͘
).,%#((/!&)*!

WƌŽƉŽƐĂůĨŽƌKŶͲĂůů
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STATEMENT OF ACCEPTANCE OF THE INDEMNIFICATION

AND INSURANCE REQUIREMENTS

REQUEST FOR QUALIFICATIONS FOR ON-CALL ENVIRONMENTAL REVIEW

SERVICES PURSUANT TO CEQA
BID FILE NO. 12501022
The Proposer shall sign below that the Proposer accepts in whole the Indemnification and Insurance Requirements set forth in these Specifications. If the Proposer takes exception to some portions, those portions shall be listed here below and the Proposer shall sign that the Proposer accepts all portions of the requirements not listed.

Note: Any exceptions may render the proposal non-responsive. [ ] ACCEPT
[ ] DO NOT ACCEPT
If "DO NOT ACCEPT" is checked, please list exceptions:

Signature of Authorized Person
Type or Print Name of Authorized Person
✔
Philip Ault, MS, LEED AP, Associate
Director
Authorized
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ůĞŵĞŶƚǁĂƐĂƉƉƌŽǀĞĚďǇƚŚĞŝƚǇ
ŽƵŶĐŝůŝŶ:ĂŶƵĂƌǇϮϬϮϯ͘DƐ͘ĞďŝĞƐŚĞůƉĞĚƚŚĞŝƚǇƉƌĞƉĂƌĞĂƐƚƌĞĂŵůŝŶĞĚƚĞŵƉůĂƚĞĚŽĐƵŵĞŶƚƚŽĞǀĂůƵĂƚĞƐƉĞĐŝĮĐ ,ŽƵƐŝŶŐ
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ǆƚĞŶƐŝŽŶWƌŽũĞĐƚE
WŶĂůǇƐŝƐ͕<ŝŶŐƐŽƵŶƚǇ͕͗DƐ͘>ŝǁĂƐƚŚĞ
WƌŽũĞĐƚDĂŶĂŐĞƌĨŽƌƚŚĞƉƌĞƉĂƌĂƚŝŽŶŽĨƚŚĞE
WĚŽĐƵŵĞŶƚĂƚŝŽŶĨŽƌƌŽĂĚǁĂǇŝŵƉƌŽǀĞŵĞŶƚƐĂůŽŶŐ
ĂϱͲďůŽĐŬƐĞĐƚŝŽŶŽĨ'ĞŶĞƌĂůWĞƚƌŽůĞƵŵǀĞŶƵĞŝŶ<ĞƚƚůĞŵĂŶŝƚǇ͕ĂůŝĨŽƌŶŝĂ͘ x ĂŶŶŝŶŐϮϱtĂƌĞŚŽƵƐĞWƌŽũĞĐƚ/^ͬDEĂŶĚdĞĐŚŶŝĐĂů^ƚƵĚŝĞƐ͕ŝƚǇŽĨĂŶŶŝŶŐ͕͗ƐƚŚĞ^ĞŶŝŽƌ ŝƌYƵĂůŝƚǇ^ĐŝĞŶƚŝƐƚ͕DƐ͘>ŝƌĞǀŝĞǁĞĚĂŶĚĂĚĚƌĞƐƐĞĚƉƵďůŝĐƚĞĐŚŶŝĐĂůĐŽŵŵĞŶƚƐŽŶƚŚĞĂŝƌƋƵĂůŝƚǇ͕ ','ĞŵŝƐƐŝŽŶƐ͕ĂŶĚĞŶĞƌŐǇĂŶĂůǇƐŝƐƉƌĞƉĂƌĞĚĨŽƌƚŚĞƉƌŽũĞĐƚ͘ x ZŝŽsŝƐƚĂ^ƉĞĐŝĨŝĐWůĂŶ
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x ^ŽůĂŶŽZĂŶĐŚWƌŽũĞĐƚ
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).,%#((/!&)*!

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x ĂĐŚĞůŽƌŽĨƌƚƐ͕DĂƌŬĞƚŝŶŐ͕ŽůůĞŐĞŽĨƵƐŝŶĞƐƐĚŵŝŶŝƐƚƌĂƚŝŽŶ͕DĂƌƋƵĞƚƚĞhŶŝǀĞƌƐŝƚǇ͕DŝůǁĂƵŬĞĞ͕ t/͕ϮϬϬϳ
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x &ĂŝƌǇ^ŚƌŝŵƉ/ĚĞŶƚŝĨŝĐĂƚŝŽŶĞƌƚŝĨŝĐĂƚŝŽŶ͕ϮϬϭϳ
x tĞƚůĂŶĚĞůŝŶĞĂƚŝŽŶĞƌƚŝĨŝĐĂƚŝŽŶ͕ϮϬϭϴ
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ƚŚĞ^ĞŶŝŽƌŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůƌeviewed the biological resources section of the /Z͘
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x &ƌĞƐŶŽWŽůŝĐĞĞƉĂƌƚŵĞŶƚ^ƵďƐƚĂƚŝŽŶEĞƐƚŝŶŐŝƌĚ^ƵƌǀĞǇƐ͕ŝƚǇŽĨ&ƌĞƐŶŽ͕͗ƐƚŚĞ^ĞŶŝŽƌ ŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůƌĞǀŝĞǁĞĚŽŶͲĐĂůůďŝŽůŽŐŝƐƚ͛ƐǁŽƌŬĂŶĚĐŽŽƌĚŝŶĂƚĞĚǁŝƚŚƚŚĞĐůŝĞŶƚ͘ ).,%#((/!&)*!

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ZtY͕ĂŶĚƚŚĞ&tĨŽƌƚŚĞƌĞƉůĂĐĞŵĞŶƚŽĨĂƐƚƌƵĐƚƵƌĂůůǇĚĞĨŝĐŝĞŶƚďƌŝĚŐĞ͘ x ĚĚĞŶĚƵŵĂŶĚdĞĐŚŶŝĐĂů^ƚƵĚŝĞƐƚŽƚŚĞ^ĂŶƚĂEĞůůĂŽŵŵƵŶŝƚǇ^ƉĞĐŝĨŝĐWůĂŶZĞĐŝƌĐƵůĂƚĞĚ /Z͕
DĞƌĐĞĚŽƵŶƚǇ͕͗ƐƚŚĞWƌŽũĞĐƚŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůĐŽŶĚƵĐƚĞĚĨŝĞůĚǁŽƌŬĂŶĚƐƵďƐĞƋƵĞŶƚůǇ ǁƌŽƚĞƚŚĞƐƚĂŶĚͲĂůŽŶĞZ͘
x sŝůůĂŐĞƐŽĨWĂƚƚĞƌƐŽŶWƌŽũĞĐƚƵƌƌŽǁŝŶŐKǁů;hKtͿ;ƚŚĞŶĞĐƵŶŝĐƵůĂƌŝĂͿ,ĂďŝƚĂƚƐƐĞƐƐŵĞŶƚ͕ ŝƚǇŽĨWĂƚƚĞƌƐŽŶ͕͗Dƌ ͘ĂƌƌŽůůĐŽŶĚƵĐƚĞĚƚŚƌĞĞƐƵƌǀĞǇƐĨŽƌhKtĂŶĚŽƚŚĞƌŶĞƐƚŝŶŐďŝƌĚƐ͘ x tĂůŶƵƚǀĞŶƵĞZĞƐŝĚĞŶƚŝĂůWƌŽũĞĐƚŝŽůŽŐŝĐĂů^ƵƌǀĞǇƐ͕ŝƚǇŽĨWĂƚƚĞƌƐŽŶ͕͗ƐƚŚĞ^ĞŶŝŽƌ ŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůĐŽŶĚƵĐƚĞĚrequire pre-construction surveys for hKtand^ǁĂŝŶƐŽŶ͛Ɛ ŚĂǁŬƉƌŽƚŽĐŽůͲůĞǀĞůƐƵƌǀĞǇƐ.
x dƵƌůŽĐŬWƌŽũĞĐƚtĂƌĞŚŽƵƐĞŽŶƐŝƐƚĞŶĐǇŚĞĐŬůŝƐƚĂŶĚdĞĐŚŶŝĐĂů^ƚƵĚŝĞƐ͕ŝƚǇŽĨdƵƌůŽĐŬ͕͗Dƌ ͘ ĂƌƌŽůůĐŽŶĚƵĐƚĞĚ^ǁĂŝŶƐŽŶ͛ƐŚĂǁŬƉƌŽƚŽĐŽůͲůĞǀĞůƐƵƌǀĞǇƐ͕ŶĞƐƚŝŶŐĚĞƚĞĐƚŝŽŶƐƵƌǀĞǇƐ͕ĂŶĚĂĐƚŝǀĞ ďŝƌĚŶĞƐƚƐƚĂƚƵƐĚĞƚĞƌŵŝŶĂƚŝŽŶƐƵƌǀĞǇƐ͘,ĞĂƐƐŝƐƚĞĚŝŶƚŚĞĚĞƚĞƌŵŝŶĂƚŝŽŶŽĨƉƌŽƚĞĐƚŝŽŶďƵĨĨĞƌƐĂŶĚ ĐŽŽƌĚŝŶĂƚŝŽŶǁŝƚŚƚŚĞƉƌŽũĞĐƚƚĞĂŵƌĞŐĂƌĚŝŶŐĐŽŵƉůŝĂŶĐĞǁŝƚŚďŝƌĚŶĞƐƚƐƉƌŽƚĞĐƚŝŽŶŵĞĂƐƵƌĞƐ͘ x dƌĂĐǇsŝůůĂŐĞĞǀĞůŽƉŵĞŶƚWƌŽũĞĐƚ
/Z͕ŝƚǇŽĨdƌĂĐǇ͕͗ƐĂŶ
ŶǀŝƌŽŶŵĞŶƚĂůŶĂůǇƐƚ͕Dƌ ͘ĂƌƌŽůů
ĂƐƐŝƐƚĞĚŝŶƚŚĞƉƌĞƉĂƌĂƚŝŽŶŽĨƚŚĞZ͖ĂƵƚŚŽƌĞĚƚŚĞƉƵďůŝĐƐĞƌǀŝĐĞůĞƚƚĞƌƐĂŶĚƚŚĞ'ĞŽůŽŐǇ͕ ,ǇĚƌŽůŽŐǇ͕ĂŶĚWŽƉƵůĂƚŝŽŶĂŶĚ,ŽƵƐŝŶŐƐĞĐƚŝŽŶƐ͖ĂŶĚƐƵƉƉŽƌƚĞĚƚŚĞƉƌŽũĞĐƚĐŽŽƌĚŝŶĂƚŝŽŶĂŶĚ ƌĞƐƉŽŶƐĞƚŽĐŽŵŵĞŶƚƐĞĨĨŽƌƚƐ͘
x ^ŝůǀĂĂŝƌǇ^ŝƚĞ/ŶĚƵƐƚƌŝĂůWƌŽũĞĐƚhKtWƌĞͲĐŽŶƐƚƌƵĐƚŝŽŶ^ƵƌǀĞǇ͕ŝƚǇŽĨdƌĂĐǇ͕͗Dƌ ͘ĂƌƌŽůů ĐŽŶĚƵĐƚĞĚƉƌĞͲĐŽŶƐƚƌƵĐƚŝŽŶƐƵƌǀĞǇƐĨŽƌhKtĂŶĚŽƚŚĞƌŶĞƐƚŝŶŐďŝƌĚƐĨŽƌƚŚŝƐƉƌŽũĞĐƚ͘ x
ůŽƌĂĚŽDĂƚĞƌŝĂůƐZĞĐŽǀĞƌǇ&ĂĐŝůŝƚǇ;DZ&ͿZĞŵŽĚĞůŝŶŐWƌŽũĞĐƚ/^ͬDE͕ ůŽƌĂĚŽŽƵŶƚǇ͕͗
Dƌ ͘ĂƌƌŽůůĂƵƚŚŽƌĞĚƚŚĞbiological resources section of the MND and conducted the pre- construction nesting bird survey.
x ŽŐƚŽǁŶZŽĂĚƌŝĚŐĞƐZĞƉůĂĐĞŵĞŶƚWƌŽũĞĐƚƐ;^ĂŶŽŵŝŶŐŽƌĞĞŬ͕&ƌĞŶĐŚ'ƵůĐŚ͕ĂŶĚ/ŶĚŝĂŶ ƌĞĞŬͿĂůƚƌĂŶƐE
Wͬ
YŽĐƵŵĞŶƚĂƚŝŽŶĂŶĚWĞƌŵŝƚƚŝŶŐ͕ĂůĂǀĞƌĂƐŽƵŶƚǇ͕͗ƐĂ^ƚĂĨĨ ŝŽůŽŐŝƐƚĨŽƌƚŚĞƉƌŽũĞĐƚ͕Dƌ ͘ĂƌƌŽůůĂƐƐŝƐƚĞĚŝŶƉƌĞƉĂƌŝŶŐƚŚĞƌĞƋƵŝƌĞĚƌĞŐƵůĂƚŽƌǇƉĞƌŵŝƚ ĂƉƉůŝĐĂƚŝŽŶƉĂĐŬĂŐĞƐĨŽƌƚŚĞƚŚƌĞĞďƌŝĚŐĞƌĞƉůĂĐĞŵĞŶƚƐ͘ x ŽŐƚŽǁŶZŽĂĚƌŝĚŐĞƐZĞƉůĂĐĞŵĞŶƚWƌŽũĞĐƚƐ;^ĂŶŽŵŝŶŐŽƌĞĞŬ͕&ƌĞŶĐŚ'ƵůĐŚ͕ĂŶĚ/ŶĚŝĂŶ ƌĞĞŬͿŽŶƐƚƌƵĐƚŝŽŶŝŽůŽŐŝĐĂůWĞƌŵŝƚƚŝŶŐ^ĞƌǀŝĐĞƐ͕ĂůĂǀĞƌĂƐŽƵŶƚǇ͕͗Dƌ ͘ĂƌƌŽůůŵĂŶĂŐĞĚ ƚŚĞƌĞŐƵůĂƚŽƌǇƉĞƌŵŝƚƚŝŶŐƐƵƉƉŽƌƚƐĞƌǀŝĐĞƐƉƌŝŽƌƚŽƉƌŽũĞĐƚĐŽŶƐƚƌƵĐƚŝŽŶ͘ x DŽƵŶƚDĂĚŽŶŶĂŽƵŶƚǇWĂƌŬDĂƐƚĞƌWůĂŶ
ŶǀŝƌŽŶŵĞŶƚĂůŽŶƐƚƌĂŝŶƚƐŶĂůǇƐŝƐĂŶĚ/^ͬDE͕
^ĂŶƚĂůĂƌĂŽƵŶƚǇ͕͗ƐƚŚĞ^ƚĂĨĨŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůƉƌĞƉĂƌĞĚƚŚĞďŝŽůŽŐŝĐĂůĐŽŶƐƚƌĂŝŶƚƐ ĂŶĂůǇƐŝƐĨŽƌŵĂƐƚĞƌƉůĂŶŝŵƉƌŽǀĞŵĞŶƚƐ͘
x ϲϵϯƌĂƐƚƌĂĚĞƌŽWĂůŽůƚŽ^ĐŚŽŽůWƌŽũĞĐƚƌĐŚĂĞŽůŽŐŝĐĂů͕WĂůĞŽŶƚŽůŽŐŝĐĂů͕ĂŶĚŝŽůŽŐŝĐĂů ^ĞƌǀŝĐĞƐ͕ŝƚǇŽĨWĂůŽůƚŽ͕͗ƐƚŚĞ^ƚĂĨĨŝŽůŽŐŝƐƚ͕Dƌ ͘ĂƌƌŽůůĐŽŶĚƵĐƚĞĚƉƌĞͲĐŽŶƐƚƌƵĐƚŝŽŶ ŶĞƐƚŝŶŐƐƵƌǀĞǇƐƚŽĐůĞĂƌƉƌŽũĞĐƚƐŝƚĞŽĨĂŶǇƉŽƚĞŶƚŝĂůŶĞƐƚŝŶŐďŝƌĚƐ͘ ).,%#((/!&)*!

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ĚƵĐĂƚŝŽŶ
x ŽĐƚŽƌŽĨWŚŝůŽƐŽƉŚǇ͕EĞĂƌ
ĂƐƚĞƌŶƌƚĂŶĚƌĐŚĂĞŽůŽŐǇ͕hŶŝǀĞƌƐŝƚǇŽĨĂůŝĨŽƌŶŝĂ͕ĞƌŬĞůĞǇ͕͕ϮϬϭϮ x DĂƐƚĞƌŽĨƌƚƐ͕EĞĂƌ
ĂƐƚĞƌŶƌƚĂŶĚƌĐŚĂĞŽůŽŐǇ͕hŶŝǀĞƌƐŝƚǇŽĨĂůŝĨŽƌŶŝĂ͕ĞƌŬĞůĞǇ͕͕ϮϬϬϱ x ĂĐŚĞůŽƌŽĨƌƚƐ͕ƌĐŚĂĞŽůŽŐǇĂŶĚ,ŝƐƚŽƌǇ;ĚŽƵďůĞŵĂũŽƌͿ͕hŶŝǀĞƌƐŝƚǇŽĨĂůŝĨŽƌŶŝĂ͕^ĂŶŝĞŐŽ͕͕ϮϬϬϮ >ŝĐĞŶƐĞ
x ZĞŐŝƐƚĞƌĞĚWƌŽĨĞƐƐŝŽŶĂůƌĐŚĂĞŽůŽŐŝƐƚ͕>ŝĐĞŶƐĞEŽ͘ϭϯϱϭϳ͕ϮϬϭϲ ĂŶĂĞWŝĞƚƌŽ͕WŚ͕ZW͕ŝƐĂZĞŐŝƐƚĞƌĞĚWƌŽĨĞƐƐŝŽŶĂůƌĐŚĂĞŽůŽŐŝƐƚ;>ŝĐĞŶƐĞEŽ͘ϭϯϱϭϳͿǁŚŽŵĞĞƚƐƚŚĞ ^ĞĐƌĞƚĂƌǇŽĨƚŚĞ/ŶƚĞƌŝŽƌ͛Ɛ^ƚĂŶĚĂƌĚƐĨŽƌŚŝƐƚŽƌŝĐƉƌĞƐĞƌǀĂƚŝŽŶƉƌŽŐƌĂŵƐŝŶĂƌĐŚĂĞŽůŽŐǇ͘ƌ͘ĞWŝĞƚƌŽŚĂƐ ŵŽƌĞƚŚĂŶϮϭǇĞĂƌƐŽĨĞǆƉĞƌŝĞŶĐĞŝŶĂůůĂƐƉĞĐƚƐŽĨĐƵůƚƵƌĂůƌĞƐŽƵƌĐĞƐŵĂŶĂŐĞŵĞŶƚ͕ŝŶĐůƵĚŝŶŐƉƌĞŚŝƐƚŽƌŝĐ ĂŶĚŚŝƐƚŽƌŝĐĂƌĐŚĂĞŽůŽŐǇ͕ƉĂůĞŽŶƚŽůŽŐǇ͕ŵĂƚĞƌŝĂůƐĐŽŶƐĞƌǀĂƚŝŽŶ͕ŚŝƐƚŽƌǇŽĨĂƌƚĂŶĚĂƌĐŚŝƚĞĐƚƵƌĞ͕ĂŶĚ ĐŽŵŵƵŶŝƚǇĞŶŐĂŐĞŵĞŶƚ͘,ĞŚĂƐĞǆƉĞƌŝĞŶĐĞŝŶĐŽŵƉůŝĂŶĐĞǁŝƚŚE W͕
Y͕ƚŚĞEĂƚŝŽŶĂů,ŝƐƚŽƌŝĐ
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Qualifications for On-Call Environmental Services: Request for Additional Information 1 RFQ #12501022 – QUALIFICATIONS FOR ON-CALL ENVIRONMENTAL SERVICES : REQUEST FOR

ADDITIONAL INFORMATION

TTIMEFRAMES
CSG will meet with City staff during the project initiation phase to determine an initial schedule and protocol for updating status during project phases. Our Environmental Planning team meets weekly to discuss the status of projects.

Once a project is underway, we recommend scheduling regular status meetings with City staff. This ensures challenges and constraints are discussed as soon as they come up, and the CSG team can recommend short and/or long-term solutions to keep a project moving forward. Table 1, Illustrative Schedule, provides a sample schedule for different types of CEQA clearance. Projects that require NEPA clearance would have similar timelines for projects with similar levels of environmental review. CSG’s scope of work and proposed tasks will depend on the nature of a specific project.

Table 1
Illustrative Schedule
Tasks Timeline/Month
Kickoff Meeting 1
Master Schedule
Data Needs Request
Administrative Draft Project Description
City Staff Review of Administrative Draft Project Description Approval of Project Description
1 1
1 1
1 Technical Analyses 21
Categorical Exemption
Administrative Draft Exemption Justification Memorandum Completion of Exemption Justification Memorandum
Notice of Exemption
2-3
2-3
Within 5 Day of
project approval
Initial Study
Administrative Draft Initial Study
Meeting to Discuss Initial Study Findings
3 3
Initial Study/Addendum
Administrative Draft Initial Study/Addendum2
Preliminary Draft Initial Study/Addendum
Completion of Initial Study/Addendum
3-4
3-4
3-4
Initial Study/(Mitigated) Negative Declaration
Administrative Draft Initial Study/(Mitigated) Negative Declaration2 Preliminary Draft Initial Study/(Mitigated) Negative Declaration Public Review Draft Initial Study/(Mitigated) Negative Declaration and Notice of Intent to Adopt 30 Day Public Review Period
Administrative Draft Responses to Comments and MMRP
Final Initial Study/(Mitigated) Negative Declaration and Notice of Completion 3-4
3-4
4 4-5
5-6
6 Environmental Impact Report
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On-Call Planning and Environmental Services 2
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Illustrative Schedule
Tasks Timeline/Month
Administrative Draft Notice of Preparation
Publish Notice of Preparation
30 Day Scoping Period
Administrative Draft Environmental Impact Report
3 Preliminary Draft Environmental Impact Report
Public Review Draft Environmental Impact Report and Notice of Availability 45 Day Public Review Period
Administrative Draft Responses to Comments and MMRP
Final EIR and Notice of Completion
3 3
3-4
5 6
6-7
8-9
9-10
10-11
Public Hearings/Project Approval
Hearings To Be Determined
Notice of Determination Within 5 Day of
adoption/certification
of document
Notes:
1 The schedule for completion of technical studies is highly dependent on project-specific information. However, for most projec ts, all technical studies can be completed with 3 months of project initiation. CEQA documentation can be completed in a shorter timeframe than provided here dependent on timing of completion of the technical studies. 2 Schedule assumes two week review period of Administrative Draft by City staff. 3 Schedule assumes one month review period of Administrative Draft EIR by City staff.

CCOST BREAKDOWN
The costs provided below are based on an average of historical budgets for projects with similar levels of environmental review for the past two years. Prior to the start of a project, CSG will consult with City staff to determine the scope of the project. This includes a thorough review of the project application to ensure compliance with city requirements and researching whether previous environmental analysis has been completed for a project site to determine if any streamlining is available. Determining the appropriate level of environmental review early in the process helps reduce costs, as it avoids needless environmental review. CSG will also work with City staff to confirm the Project Description prior to the initiation of technical studies and the environmental analysis. This includes determining the exact location and boundaries of the components, facilities, and associated infrastructure for a project. Once the Project Description has been confirmed and is stable/set to go, CSG will provide the approved Project Description to all staff and subconsultants working on a project. This ensures consistency between technical analyses and reduces the costs associated with redoing work. The cost for environmental review is highly dependent on project-specific information. Therefore, Table 2, Illustrative Costs, provides a range of costs for different types of CEQA clearance, employee positions involved, and total cost per activity. Projects that require NEPA clearance would have similar costs for projects with similar levels of environmental review. Because the costs for technical studies vary depending on project-specific information and what studies are required, those costs are not provided herein. CSG’s scope of work and proposed costs will depend on the nature of a specific project and level of technical review that is required. ).,%#((/!&)*!

Qualifications for On-Call Environmental Services: Request for Additional Information 3 Table 2
Illustrative Costs
Tasks Fee Employee Positions Involved
Categorical Exemption
Administrative Draft Exemption Justification Memorandum Completion of Exemption Justification Memorandum/Notice of Exemption $5,000-$15,000
$3,00-$5,000
Environmental Planning Director; Assistant Environmental Planner; Publications Specialist; GIS Manager; GIS Analyst
Total $8,000-$20,000
Initial Study
Administrative Draft Initial Study $15,000-$25,000 Environmental Planning Director; Associate Environmental Planner; Publications Specialist; GIS Manager; GIS Analyst
Total $15,000-$25,000
Initial Study/Addendum
Administrative Draft Initial Study/Addendum
Preliminary Draft Initial Study/Addendum
Completion of Initial Study/Addendum
$15,000-$30,000
$3,000-$5,000
$1,500-$2,000
Environmental Planning Director; Associate Environmental Planner; Assistant Environmental Planner; Publications Specialist; GIS Manager; GIS Analyst
Total $19,500-$37,000
Initial Study/(Mitigated) Negative Declaration
Administrative Draft Initial Study/(Mitigated) Negative Declaration Preliminary Draft Initial Study/(Mitigated) Negative Declaration Public Review Draft Initial Study/(Mitigated) Negative Declaration and NOI Administrative Draft Responses to Comments and MMRP
Final Initial Study/(Mitigated) Negative Declaration and NOC $23,000-$30,000
$4,000-$10,000
$2,000-$5,000
$3,000-$6,000
$2,000-$5,000
Environmental Planning Director; Senior Environmental Planner; Associate Environmental Planner; Assistant Environmental Planner; Publications Specialist; GIS Manager; GIS Analyst; GIS Technician Total $34,000-$56,000
Environmental Impact Report
Notice of Preparation and Scoping Meeting
Administrative Draft Environmental Impact Report
Preliminary Draft Environmental Impact Report
Public Review Draft Environmental Impact Report and NOA Administrative Draft Responses to Comments and MMRP
Final EIR and Notice of Completion
$3,000-$5,000
$50,000-$150,000
$10,000-$20,000
$4,000-$7,000
$5,000-$15,000
$3,000-$5,000
Environmental Planning Director; Senior Environmental Planner; Associate Environmental Planner; Assistant Environmental Planner; Publications Specialist; GIS Manager; GIS Analyst; GIS Technician Total $75,000-$202,000
).,%#((/!&)*!

Qualifications for On-Call Environmental Services: Request for Additional Information 4

HHOURLY RATES
Hourly rates for CSG staff are provided in Table 3.

Table 3
Hourly Rate Schedule – CSG Consultants

PERSONNEL / ROLE HOURLY RATE
Environmental Planning Director $250
Senior Environmental Planner $200
Associate Environmental Planner $160
Assistant Environmental Planner $130
Publications Specialist $95
GIS Manager $130
GIS Analyst $90
GIS Technician $70
TERMS
x All hourly rates include overhead costs including but not limited to salaries, benefits, workers’ compensation insurance, local travel, and miscellaneous office expenses. x Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate.
x On July 1 of each year following the contract start year, CSG will initiate an hourly rate increase based on change in CPI for the applicable region.
x CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice. x This fee proposal is valid for a period of 90 days from date of submittal. ).,%#((/!&)*!

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Fresno City CouncilOctober 30, 2025

Fresno City Council
October 30, 2025