Attachment 1 - Executed KMA - Contract and Amends. 1-2.pdf — Richmond City Council, December 16, 2025

2040 BANCROFT WAY, SUITE 302 ¾ BERKELEY, CALIFORNIA 94704 ¾ PHONE: 415 398 3050 ¾ FAX: 415 397 5065 900b-1754.docx; jf
WWW.KEYSERMARSTON.COM 99900

AADVISORS IN:

REAL ESTATE

AFFORDABLE HOUSING

ECONOMIC DEVELOPMENT

SAN FRANCISCO
A. JERRY KEYSER
TIMOTHY C. KELLY
DEBBIE M. KERN

DAVID DOEZEMA

KEVIN FEENEY

LOS ANGELES
KATHLEEN H. HEAD
JAMES A. RABE
GREGORY D. SOO-HOO
KEVIN E. ENGSTROM
JULIE L. ROMEY

TIM BRETZ

SAN DIEGO
PAUL C. MARRA

September 1, 2020

Lina Velasco
Community Development Director
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804

Re: Proposed On-Call Scope of Services

Dear Ms. Velasco:

Keyser Marston Associates, Inc. (“KMA”) is pleased to present the enclosed proposed scope of services to provide on-call support to the City of Richmond (“City”) related to the inclusionary housing ordinance, housing element, and other disposition and development projects.

Thank you for the opportunity to submit this proposal. We look forward to an opportunity to continue to be of service to the City. Please feel free to contact me with any questions or to discuss any modifications that may be necessary as a reflection of the City’s needs at this time.

Sincerely,
KEYSER MARSTON ASSOCIATES, INC.

David Doezema

Attachment A: Scope of Services
Attachment B: Rate Schedule
Keyser Marston Associates, Inc. Page 1
\\SF-FS2\wp\99\99900\900b-1751 to 1800\900b-1754a.docx
Attachment A
Scope of Services to Provide
On-Call Economic Consulting Services
Keyser Marston Associates, Inc. (KMA) is pleased to present the following proposed scope of services to provide on-call economic consulting services to the City of Richmond. Under the proposed scope of services, KMA will provide on-call analysis and support to the City in connection with proposed updates to the City’s inclusionary program, proposed new commercial linkage fee program, housing element, and/or disposition and development projects. It is currently anticipated services provided under this scope of services will include those listed below:

1. As-needed support to the City in connection with consideration of proposed updates to the City’s inclusionary program and establishment of a new commercial linkage fee;

2. Review and analysis of market, financial, or demographic data;

3. Preparation of written products or presentation materials;

4. Meetings with City staff and/or participation in public meetings, as needed; and

5. Other on-call services to be provided at the request and direction of the City.

Budget
We propose to proceed with the above scope of services on a time and materials basis. We recommend proceeding based on an initial not-to-exceed authorization for the above services of $10,000. A copy of our current hourly rate schedule is included as Attachment B.

KEYSER MARSTON ASSOCIATES, INC.

PUBLIC SECTOR HOURLY RATES
______________________________________________
20/202
CHAIRMAN, PRESIDENT, MANAGING PRINCIPALS* $280.00
SENIOR PRINCIPALS* $270.00
PRINCIPALS* $250.00
MANAGERS* $225.00
SENIOR ASSOCIATES $187.50
ASSOCIATES $167.50
SENIOR ANALYSTS $150.00
ANALYSTS $130.00
TECHNICAL STAFF $95.00
ADMINISTRATIVE STAFF $80.00
Directly related job expenses not included in the above rates are: auto mileage, parking, air fares, hotels and motels, meals, car rentals, taxies, telephone calls, delivery, electronic data processing, graphics and printing. Directly related job expenses will be billed at 110% of cost.

Monthly billings for staff time and expenses incurred during the period will be payable within thirty (30) days of invoice date.
* Rates for individuals in these categories will be increased by 50% for time spent in court testimony. $77$&+0(17 %
For the Contract between the City of
Richmond and
Short Form Contract Supplemental Conditions/EJ/TE 11-30-07

SUPPLEMENTAL CONDITIONS

1. It is expressly agreed that Contractor is to perform the services described herein as an independent contractor pursuant to California Labor Code Section 3353, under the control of the City as to the result of his work only but not as to the means by which such result is accomplished. Nothing contained herein shall in any way be construed to make Contractor or any of its agents or employees, an agent, employee or representative of the City. Contractor shall be entirely responsible for the compensation of any assistants used by Contractor in providing said services.

2. This Contract shall automatically terminate when the total accumulated compensation paid or due to Contractor under this Contract reaches $10,000.00. The City shall not be responsible for compensating Contractor for any amounts in excess of $10,000.00.

3. Either the City or Contractor may cancel this Contract at any time upon giving the other party ten (10) days' written notice of such cancellation. In the event of cancellation, the City shall be liable only to pay to the Contractor compensation for services rendered up to the date of the Contract's cancellation.

4. Contractor shall not assign this Contract, or any part thereof, or any right of the Contractor hereunder without the prior written consent of the City.

5. Contractor shall indemnify, defend and hold the City harmless from and against all claims, demands and causes of action for injury, death or damage to any person or property which may arise or result from the contractor's performance of this Contract or from acts or omissions of any person(s) employed by Contractor.

6. Contractor agrees to observe all applicable laws including, but not limited to, the provisions of Section 2.28.030 of the Municipal Code of the City of Richmond obligating every contractor or subcontractor under a contract or subcontract to the City of Richmond for public works or for goods or service to refrain from discriminatory employment practices on the basis of the race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee of, or applicant for employment with, such contractor or subcontractor.

7. Pursuant to Chapter 7.04 and Section 7.04.160 (f) of the Municipal Code of the City of Richmond, if this Contract does not exceed five thousand dollars ($5,000.00) and if the Contractor does not make more than five thousand dollars ($5,000.00) within the City of Richmond during the fiscal year, then the Contractor shall be exempt from obtaining a City of Richmond business license.

8. If this Contract does exceed five thousand dollars ($5,000.00), or if Contractor does make more than five thousand dollars ($5,000.00) within the City of Richmond during the fiscal year, then a City of Richmond business license shall be obtained before any payment under this Contract shall be authorized and the business license must be kept current during the term of this Contract for payments to continue to be authorized.

Keyser Marston Associates, Inc. (KMA)
For the Contract between the City of
Richmond and
Short Form Contract Supplemental Conditions/EJ/TE 11-30-07

SPECIAL CONDITIONS

Keyser Marston Associates, Inc. (KMA)

None.

For the Contract between the City of
Richmond and
Short Form Contract Insurance Provisions/EJ/TE 11-30-07

INSURANCE PROVISIONS
During the entire term of this Contract and any extension or modification thereof, the CONTRACTOR shall keep in effect insurance policies meeting the insurance requirements specified in the insurance provisions which are attached hereto and incorporated herein by this reference.

Keyser Marston Associates, Inc. (KMA)
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 1 of 3
Revised: September 2011
In all instances where CONTRACTOR or its representatives will provide professional services (architects, engineers, construction management, counselors, medical professionals, hospitals, clinics, attorneys, consultants, accountants, etc.) to the City of Richmond (City), the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery.

CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability coverage, as well as a waiver of subrogation for Workers’ Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy. The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Li ability coverage (ISO Occurrence Form CG 0001), and including coverage for bodily and personal injury, property damage, and products and completed operations (if applicable).

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).

3. Original and Separate Additional Insured Endorsemen t for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation Insurance as required by th e State of California including Employer’s Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers’ Compensation insurance.

6. Professional Liability or Errors & Omissions Liability Insurance appropriate to the CONTRACTOR’s profession (if required.)
Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to Self- Insure, signed by the California Department of Industrial Relations and Self- Insurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61
.

General Liability
(primary and excess limits
combined)
$2,000,000 per occurrence for bodily injury, personal injury and property damage. If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 2 of 3
Revised: September 2011
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.

PROJECT COST R EQUIRED LIMIT
$0 - $1 million $1 million p/o
$1 million - $5 million $2 million p/o
Over $5 million $5 million p/o
Professional Liability or Errors &
Omissions Liability –
Required for all professionals
including architects, engineers,
consultants, construction
management, counselors, medical
professionals, hospitals, clinics,
attorneys and accountants, & other
consultants as may be required by
the City.

Required Policy Conditions
Additional Insured Endorsement Applic able to General Liability coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured including bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.

ISO form CG 20 10 (11/85) or its equivalent is required. If the Contractor is supplying their product or providing a service then the endorsement must not
exclude products and completed operations
coverage. If it does, then CG 20 37 (10/01) is also required.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
.

Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers’ Compensation Insurance during the life of this contract.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
.

Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.

Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.

A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverage’s and cover those insured in the underlying policies. ___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

Professional Services
Type 2 – Page 3 of 3
Revised: September 2011
Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.

Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.

CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR’s subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.

Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin .

The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed or delivered to the Designated Project Manager for the City of Richmond.

Insurance certificates and endorsements may be faxed to the Designated Project Manger. However, CONTRACTOR must mail the original certificates and endorsements to Designated Project Manager once faxed.

Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.

Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

Consistent with Public Policy
The insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceable only to the minimum extent necessary so that the remaining terms and provisions herein may be consistent with public policy and thus enforceable.

1011680

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
05/15/20
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSU RANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and co nditions of the policy, certain policies may require an endors ement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER
Aon Risk Services, Inc of Florida
1001 Brickell Bay Drive, Suite #1100
Miami, FL 33131-4937

CONTACT
NAME: Aon Risk Services, Inc of Florida
PHONE
(A/C, No, Ext): 800-743-8130
FAX
(A/C, No): 800-522-7514
EMAIL
ADDRESS: [email protected]
INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A : American Home Assurance Co. 19380

INSURED
ADP TotalSource DE IV, Inc.
10200 Sunset Drive
Miami, FL 33173
L/C/F
Keyser Marston Associates, Inc.
1299 Fourth Street, Suite 408,
San Rafael, CA 94901
INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: 2883660 REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIO D INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, TH E INSURANCE AFFORDED BY THE POLICIES DESCRI BED HEREIN IS SUBJECT TO ALL THE TERMS , EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LIMITS SHOWN ARE AS REQUESTED.

INSR

LTR TYPE OF INSURANCE ADDL
INSR
SUBR

WVD POLICY NUMBER POLICY EFF
(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY) LIMITS
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $

CLAIMS-MADE OCCUR

DAMAGE TO RENTED
PREMISES (Ea occurrence) $
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $
POLICY PROJECT LOC PRODUCTS - COMP/OP AGG $
OTHER $

AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
(Ea accident) $
ANY AUTO BODILY INJURY (Per person) $
OWNED

AUTOS ONLY

SCHEDULED
AUTOS BODILY INJURY (Per accident) $
HIRED

AUTOS ONLY

NON-OWNED

AUTOS ONLY

PROPERTY DAMAGE
(Per accident) $
$
UMBRELLA LIAB OCCUR EACH OCCURRENCE $
EXCESS LIAB CLAIMS-MADE AGGREGATE $
DEC RETENTION $
A

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N / A X WC 027119589 CA

7/1/2020

7/1/2021

X PER

STATUTE OTH-
ER
E.L. EACH ACCIDENT $ 2,000,000
E.L. DISEASE - EA EMPLOYEE $ 2,000,000
E.L. DISEASE - POLICY LIMIT $ 2,000,000

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) All worksite employees working for KEYSER MARSTON ASSOCIATES, INC., paid under ADP TOTALSOURCE, INC’s payroll, are covered under the above stated policy.

WAIVER OF SUBROGATION IN FAVOR OF CERTIFICATE HOLDER AS RESPECTS OF JOB PERFORMED BY KEYSER MARSTON ASSOCIATES, INC. AS REQUIRED BY WRITTEN CONTRACT.

CERTIFICATE HOLDER CANCELLATION

City of Richmond
Attention: Stacie Plummer
450 Civic Center Plaza
Richmond, CA 94804

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THER EOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE

ACORD 25 (2016/03) The ACORD name an d logo are registered marks of ACORD

1011680

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA

This endorsement changes the policy to which it is attached effective on inception date of the policy unless a different date is indicated below.

(The following" attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy).

This endorsement. Effective on 07/01/2020 at 12:01 AM, forms a part of Policy No. WC 027119589

Issued to: ADP TotalSource DE IV, Inc.
10200 Sunset Drive
Miami, FL 33173
L/C/F
Keyser Marston Associates, Inc.
1299 Fourth Street, Suite 408
San Rafael, CA 94901
By: American Home Assurance Co.

Premium: N/A

We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us).

You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be Additional Premium Percent% of the California workers' compensation premium otherwise due on such remuneration.

Schedule

Person or Organization Job Description City of Richmond
Attention: Stacie Plummer
450 Civic Center Plaza
Richmond, CA 94804

WC 04 03 06 Countersigned by

(Ed. 4-84)
Authorized Representative

&200(5&,$/$872
&$

&$ ,623URSHUWLHV,QF 3DJHRI
%86,1(66$872&29(5$*()250

9DULRXV SURYLVLRQV LQ WKLV SROLF\ UHVWULFW FRYHUDJH 5HDG WKH HQWLUH SROLF\ FDUHIXOO\ WR GHWHUPLQH ULJKWV GXWLHVDQGZKDWLVDQGLVQRWFRYHUHG
7KURXJKRXWWKLVSROLF\WKHZRUGV\RXDQG\RXUUHIHU WRWKH1DPHG,QVXUHGVKRZQLQWKH'HFODUDWLRQV7KH
ZRUGV ZH XV DQGRXUUHIHUWRWKH&RPSDQ\SUR YLGLQJWKLVLQVXUDQFH
2WKHU ZRUGV DQG SKUDVHV WKDW DSSHDU LQ TXRWDWLRQ PDUNV KDYH VSHFLDO PHDQLQJ 5HIHU WR 6HFWLRQ 9± 'HILQLWLRQV
6(&7,21,±&29(5('$8726
,WHP 7ZR RI WKH 'HFODUDWLRQV VKRZV WKH DXWRV WKDW DUH FRYHUHG DXWRV IRU HDFK RI \RXU FRYHUDJHV 7KH IROORZLQJ QXPHULFDO V\PEROV GHVFULEH WKH DXWRV WKDW PD\EHFRYHUHGDXWRV7KHV\PEROVHQWHUHGQH[WWR
D FRYHUDJH RQ WKH 'HFODUDWLRQV GHVLJQDWH WKH RQO\ DXWRVWKDWDUHFRYHUHGDXWRV
$ 'HVFULSWLRQ2I&RYHUHG$XWR'HVLJQDWLRQ
6\PEROV

6\PERO 'HVFULSWLRQ2I&RYHUHG$XWR'HVLJQDWLRQ6\PEROV $Q\$XWR
2ZQHG$XWRV
2QO\
2QO\WKRVHDXWRV\RXRZQ
DQGIRU/LDELOLW\&RYHUDJHDQ\WUDLOHUV\RXGRQ
WRZQ
ZKLOHDWWDFKHGWRSRZHUXQLWV\RXRZQ
7KLVLQFOXGHVWKRVHDXWRV\RXDFTXLUH
RZQHUVKLSRIDIWHUWKHSROLF\EHJLQV
2ZQHG3ULYDWH
3DVVHQJHU
$XWRV2QO\
2QO\WKHSULYDWHSDVVHQJHUDXWRV\RXRZQ7KLVLQFOXGHVWKRVHSULYDWHSDVVHQJHU DXWRV\RXDFTXLUHRZQHUVKLSRIDIWHUWKHSROLF\EHJLQV 2ZQHG$XWRV
2WKHU7KDQ3UL
YDWH3DVVHQJHU
$XWRV2QO\
2QO\WKRVHDXWRV\RXRZQWKDWDUHQRWRIWKHSULYDWHSDVVHQJHUW\SH DQGIRU/L
DELOLW\&RYHUDJHDQ\WUDLOHUV\RXGRQ
WRZQZKLOHDWWDFKHGWRSRZHUXQLWV\RX
RZQ
7KLVLQFOXGHVWKRVHDXWRVQRWRIWKHSULYDWHSDVVHQJHUW\SH\RXDFTXLUH RZQHUVKLSRIDIWHUWKHSROLF\EHJLQV
2ZQHG$XWRV
6XEMHFW7R1R
)DXOW
2QO\WKRVHDXWRV\RXRZQWKDWDUHUHTXLUHGWRKDYH1R)DXOWEHQHILWVLQWKHVWDWH ZKHUHWKH\DUHOLFHQVHGRUSULQFLSDOO\JDUDJHG7KLVLQFOXGHVWKRVHDXWRV\RXDF TXLUHRZQHUVKLSRIDIWHUWKHSROLF\EHJLQVSURYLGHGWKH\DUHUHTXLUHGWRKDYH1R )DXOWEHQHILWVLQWKHVWDWHZKHUHWKH\DUHOLFHQVHGRUSULQFLSDOO\JDUDJHG 2ZQHG$XWRV
6XEMHFW7R$
&RPSXOVRU\8Q
LQVXUHG0RWRU
LVWV/DZ
2QO\WKRVHDXWRV\RXRZQWKDWEHFDXVHRIWKHODZLQWKHVWDWHZKHUHWKH\DUHOL FHQVHGRUSULQFLSDOO\JDUDJHGDUHUHTXLUHGWRKDYHDQGFDQQRWUHMHFW8QLQVXUHG 0RWRULVWV&RYHUDJH7KLVLQFOXGHVWKRVHDXWRV\RXDFTXLUHRZQHUVKLSRIDIWHUWKH SROLF\EHJLQVSURYLGHGWKH\DUHVXEMHFWWRWKHVDPHVWDWHXQLQVXUHGPRWRULVWVUH TXLUHPHQW
6SHFLILFDOO\'H
VFULEHG$XWRV
2QO\WKRVHDXWRVGHVFULEHGLQ,WHP7KUHHRIWKH'HFODUDWLRQVIRUZKLFKDSUH PLXPFKDUJHLVVKRZQ
DQGIRU/LDELOLW\&RYHUDJHDQ\WUDLOHUV\RXGRQ
WRZQZKLOH
DWWDFKHGWRDQ\SRZHUXQLWGHVFULEHGLQ,WHP7KUHH

+LUHG$XWRV
2QO\
2QO\WKRVHDXWRV\RXOHDVHKLUHUHQWRUERUURZ7KLVGRHVQRWLQFOXGHDQ\DXWR \RXOHDVHKLUHUHQWRUERUURZIURPDQ\RI\RXUHPSOR\HHVSDUWQHUV LI\RXDUHD

SDUWQHUVKLS
PHPEHUV
LI\RXDUHDOLPLWHGOLDELOLW\FRPSDQ\
RUPHPEHUVRIWKHLU
KRXVHKROGV

1RQRZQHG
$XWRV2QO\
2QO\WKRVHDXWRV\RXGRQRWRZQOHDVHKLUHUHQWRUERUURZWKDWDUHXVHGLQFRQ QHFWLRQZLWK\RXUEXVLQHVV7KLVLQFOXGHVDXWRVRZQHGE\\RXUHPSOR\HHVSDUW QHUV
LI\RXDUHDSDUWQHUVKLS
PHPEHUV
LI\RXDUHDOLPLWHGOLDELOLW\FRPSDQ\
RU
PHPEHUVRIWKHLUKRXVHKROGVEXWRQO\ZKLOHXVHGLQ\RXUEXVLQHVVRU\RXUSHUVRQDO DIIDLUV
Keyser Marston Assoc iates, Inc
Policy No: AWFA490049
3DJHRI ,623URSHUWLHV,QF &$

0RELOH(TXLS
PHQW6XEMHFW7R
&RPSXOVRU\2U
)LQDQFLDO5H
VSRQVLELOLW\2U
2WKHU0RWRU9H
KLFOH,QVXUDQFH
/DZ2QO\
2QO\WKRVHDXWRVWKDWDUHODQGYHKLFOHVDQGWKDWZRXOGTXDOLI\XQGHUWKHGHILQLWLRQ RIPRELOHHTXLSPHQWXQGHUWKLVSROLF\LIWKH\ZHUHQRWVXEMHFWWRDFRPSXOVRU\RU ILQDQFLDOUHVSRQVLELOLW\ODZRURWKHUPRWRUYHKLFOHLQVXUDQFHODZZKHUHWKH\DUHOL FHQVHGRUSULQFLSDOO\JDUDJHG
% 2ZQHG$XWRV<RX$FTXLUH$IWHU7KH3ROLF\
%HJLQV
,I 6\PEROV RU
DUH HQWHUHG
QH[WWRDFRYHUDJHLQ,WHP7ZRRIWKH'HFODUD
WLRQV WKHQ \RX KDYH FRYHUDJH IRU DXWRV WKDW
\RX DFTXLUH RI WKH W\SH GHVFULEHG IRU WKH UH
PDLQGHURIWKHSROLF\SHULRG
%XW LI 6\PERO LV HQWHUHG QH[W WR D FRYHUDJH LQ ,WHP 7ZR RI WKH 'HFODUDWLRQV DQ DXWR \RX DFTXLUH ZLOO EH D FRYHUHG DXWR IRUWKDWFRYHU
DJHRQO\LI

D :H DOUHDG\ FRYHU DOO DXWRV WKDW \RX RZQ IRU WKDW FRYHUDJH RU LW UHSODFHV DQ DXWR
\RX SUHYLRXVO\ RZQHG WKDW KDG WKDW FRYHU
DJH
DQG
E <RX WHOOXVZLWKLQGD\VDIWHU\RXDFTXLUH
LWWKDW\RXZDQWXVWRFRYHULWIRUWKDWFRYHU
DJH
& &HUWDLQ7UDLOHUV0RELOH(TXLSPHQW$QG
7HPSRUDU\6XEVWLWXWH$XWRV
,I /LDELOLW\ &RYHUDJH LV SURYLGHG E\ WKLV &RYHUDJH )RUPWKHIROORZLQJW\SHVRIYHKLFOHVDUHDOVRFRY
HUHGDXWRVIRU/LDELOLW\&RYHUDJH

7UDLOHUV ZLWK D ORDG FDSDFLW\ RISRXQGV RU OHVV GHVLJQHG SULPDULO\ IRU WUDYHO RQ SXEOLF URDGV
0RELOH HTXLSPHQW ZKLOH EHLQJ FDUULHG RU
WRZHGE\DFRYHUHGDXWR
$Q\ DXWR \RX GR QRWRZQZKLOHXVHGZLWKWKH SHUPLVVLRQ RI LWV RZQHU DV D WHPSRUDU\ VXEVWL
WXWHIRUDFRYHUHGDXWR\RXRZQWKDWLVRXWRI
VHUYLFHEHFDXVHRILWV

D %UHDNGRZQ

E 5HSDLU

F 6HUYLFLQJ

G /RVV
RU
H 'HVWUXFWLRQ
6(&7,21,,±/,$%,/,7<&29(5$*(
$ &RYHUDJH
:HZLOOSD\DOOVXPVDQLQVXUHGOHJDOO\PXVWSD\
DVGDPDJHVEHFDXVHRIERGLO\LQMXU\RUSURSHUW\
GDPDJH WR ZKLFK WKLV LQVXUDQFH DSSOLHV FDXVHG
E\DQDFFLGHQWDQGUHVXOWLQJIURPWKHRZQHUVKLS
PDLQWHQDQFHRUXVHRIDFRYHUHGDXWR
:HZLOODOVRSD\DOOVXPVDQLQVXUHGOHJDOO\PXVW
SD\ DV D FRYHUHG SROOXWLRQ FRVW RU H[SHQVH WR ZKLFK WKLV LQVXUDQFH DSSOLHV FDXVHG E\ DQ DFFL GHQW DQG UHVXOWLQJ IURP WKH RZQHUVKLS PDLQWH
QDQFHRUXVHRIFRYHUHGDXWRV+RZHYHUZHZLOO
RQO\ SD\ IRU WKH FRYHUHG SROOXWLRQ FRVW RU H[ SHQVH LI WKHUH LV HLWKHU ERGLO\ LQMXU\ RU SURSHUW\ GDPDJH WR ZKLFK WKLV LQVXUDQFH DSSOLHV WKDW LV FDXVHGE\WKHVDPHDFFLGHQW
:HKDYHWKHULJKWDQGGXW\WRGHIHQGDQ\LQVXUHG
DJDLQVW D VXLW DVNLQJ IRU VXFK GDPDJHV RU D
FRYHUHG SROOXWLRQ FRVW RU H[SHQVH +RZHYHU ZH KDYH QR GXW\ WR GHIHQG DQ\ LQVXUHG DJDLQVW D VXLWVHHNLQJGDPDJHVIRUERGLO\LQMXU\RUSURS
HUW\ GDPDJH RU D FRYHUHG SROOXWLRQ FRVW RU H[ SHQVHWRZKLFKWKLVLQVXUDQFHGRHVQRWDSSO\:H
PD\LQYHVWLJDWHDQGVHWWOHDQ\FODLPRUVXLWDVZH
FRQVLGHU DSSURSULDWH 2XU GXW\ WR GHIHQG RU VHWWOH HQGV ZKHQ WKH /LDELOLW\ &RYHUDJH /LPLW RI ,QVXU DQFH KDV EHHQ H[KDXVWHG E\ SD\PHQW RI MXGJ
PHQWVRUVHWWOHPHQWV
:KR,V$Q,QVXUHG
7KHIROORZLQJDUHLQVXUHGV

D <RXIRUDQ\FRYHUHGDXWR
E $Q\RQH HOVH ZKLOH XVLQJ ZLWK \RXU SHUPLV
VLRQ D FRYHUHG DXWR \RX RZQ KLUH RU ERU
URZH[FHSW

7KH RZQHU RU DQ\RQH HOVH IURP ZKRP
\RXKLUHRUERUURZDFRYHUHGDXWR7KLV
H[FHSWLRQ GRHV QRW DSSO\ LI WKH FRYHUHG
DXWR LV D WUDLOHU FRQQHFWHG WR D FRY
HUHGDXWR\RXRZQ
&$ ,623URSHUWLHV,QF 3DJHRI

<RXUHPSOR\HHLIWKHFRYHUHGDXWRLV
RZQHG E\ WKDW HPSOR\HH RU D PHPEHU
RIKLVRUKHUKRXVHKROG

6RPHRQH XVLQJ D FRYHUHG DXWR ZKLOH
KH RU VKH LV ZRUNLQJ LQ D EXVLQHVV RI
VHOOLQJ VHUYLFLQJ UHSDLULQJ SDUNLQJ RU
VWRULQJ DXWRV XQOHVV WKDW EXVLQHVV LV
\RXUV

$Q\RQH RWKHU WKDQ \RXU HPSOR\HHV
SDUWQHUV
LI \RX DUH D SDUWQHUVKLS

PHPEHUV
LI \RX DUH D OLPLWHG OLDELOLW\
FRPSDQ\
RU D OHVVHH RU ERUURZHU RU
DQ\ RI WKHLU HPSOR\HHV ZKLOH PRYLQJ
SURSHUW\WRRUIURPDFRYHUHGDXWR

$SDUWQHU
LI\RXDUHDSDUWQHUVKLS
RUD
PHPEHU
LI \RX DUH D OLPLWHG OLDELOLW\
FRPSDQ\
IRUDFRYHUHGDXWRRZQHGE\
KLP RU KHU RU D PHPEHU RI KLV RU KHU
KRXVHKROG
F $Q\RQH OLDEOH IRU WKH FRQGXFW RI DQ LQ
VXUHG GHVFULEHG DERYH EXW RQO\ WR WKH H[
WHQWRIWKDWOLDELOLW\
&RYHUDJH([WHQVLRQV
D 6XSSOHPHQWDU\3D\PHQWV
:HZLOOSD\IRUWKHLQVXUHG

$OOH[SHQVHVZHLQFXU

8S WR IRU FRVW RI EDLO ERQGV
LQ
FOXGLQJ ERQGV IRU UHODWHG WUDIILF ODZ YLR

ODWLRQV
UHTXLUHG EHFDXVH RI DQ DFFL
GHQW ZH FRYHU :H GR QRW KDYH WR IXU
QLVKWKHVHERQGV

7KH FRVW RI ERQGV WR UHOHDVH DWWDFK
PHQWVLQDQ\VXLWDJDLQVWWKHLQVXUHG
ZH GHIHQG EXW RQO\ IRU ERQG DPRXQWV
ZLWKLQRXU/LPLWRI,QVXUDQFH

$OOUHDVRQDEOHH[SHQVHVLQFXUUHGE\WKH
LQVXUHGDWRXUUHTXHVWLQFOXGLQJDFWXDO
ORVV RI HDUQLQJV XS WR D GD\ EH
FDXVHRIWLPHRIIIURPZRUN

$OO FRVWV WD[HG DJDLQVW WKH LQVXUHG LQ
DQ\ VXLW DJDLQVW WKH LQVXUHG ZH GH
IHQG

$OO LQWHUHVW RQ WKH IXOO DPRXQW RI DQ\
MXGJPHQW WKDW DFFUXHV DIWHU HQWU\ RI WKH
MXGJPHQW LQ DQ\ VXLW DJDLQVW WKH LQ
VXUHGZHGHIHQGEXWRXUGXW\WRSD\LQ
WHUHVW HQGV ZKHQ ZH KDYH SDLG RIIHUHG
WR SD\ RU GHSRVLWHG LQ FRXUW WKH SDUW RI
WKH MXGJPHQW WKDW LV ZLWKLQ RXU /LPLW RI
,QVXUDQFH
7KHVHSD\PHQWVZLOOQRWUHGXFHWKH/LPLWRI
,QVXUDQFH
E 2XW2I6WDWH&RYHUDJH([WHQVLRQV
:KLOH D FRYHUHG DXWR LV DZD\ IURP WKH
VWDWHZKHUHLWLVOLFHQVHGZHZLOO

,QFUHDVH WKH /LPLW RI ,QVXUDQFH IRU /L
DELOLW\&RYHUDJHWRPHHWWKHOLPLWVVSHFL
ILHG E\ D FRPSXOVRU\ RU ILQDQFLDO UH
VSRQVLELOLW\ ODZ RI WKH MXULVGLFWLRQ ZKHUH
WKH FRYHUHG DXWR LV EHLQJ XVHG 7KLV
H[WHQVLRQ GRHV QRW DSSO\ WR WKH OLPLW RU
OLPLWV VSHFLILHG E\ DQ\ ODZ JRYHUQLQJ
PRWRU FDUULHUV RI SDVVHQJHUV RU SURS
HUW\

3URYLGH WKH PLQLPXP DPRXQWV DQG
W\SHV RI RWKHU FRYHUDJHV VXFK DV QR
IDXOWUHTXLUHGRIRXWRIVWDWHYHKLFOHVE\
WKHMXULVGLFWLRQZKHUHWKHFRYHUHGDXWR
LVEHLQJXVHG
:HZLOOQRWSD\DQ\RQHPRUHWKDQRQFHIRU
WKH VDPH HOHPHQWV RI ORVV EHFDXVH RI
WKHVHH[WHQVLRQV
% ([FOXVLRQV
7KLVLQVXUDQFHGRHVQRWDSSO\WRDQ\RIWKHIROORZ
LQJ

([SHFWHG2U,QWHQGHG,QMXU\
%RGLO\ LQMXU\ RU SURSHUW\ GDPDJH H[SHFWHG
RU LQWHQGHG IURP WKH VWDQGSRLQW RI WKH LQ
VXUHG
&RQWUDFWXDO
/LDELOLW\ DVVXPHG XQGHU DQ\ FRQWUDFW RU DJUHH
PHQW
%XW WKLV H[FOXVLRQ GRHV QRW DSSO\ WR OLDELOLW\ IRU

GDPDJHV

D $VVXPHGLQDFRQWUDFWRUDJUHHPHQWWKDWLV
DQLQVXUHGFRQWUDFWSURYLGHGWKHERGLO\LQ
MXU\ RU SURSHUW\ GDPDJH RFFXUV VXEVH
TXHQW WR WKH H[HFXWLRQ RI WKH FRQWUDFW RU

DJUHHPHQW
RU
E 7KDW WKH LQVXUHG ZRXOG KDYH LQ WKH DE
VHQFHRIWKHFRQWUDFWRUDJUHHPHQW
:RUNHUV
&RPSHQVDWLRQ
$Q\ REOLJDWLRQ IRU ZKLFK WKH LQVXUHG RU WKH
LQVXUHG
VLQVXUHUPD\EHKHOGOLDEOHXQGHUDQ\

ZRUNHUV
FRPSHQVDWLRQ GLVDELOLW\ EHQHILWV RU
XQHPSOR\PHQWFRPSHQVDWLRQODZRUDQ\VLPLODU
ODZ
(PSOR\HH,QGHPQLILFDWLRQ$QG(PSOR\HU
V
/LDELOLW\
%RGLO\LQMXU\WR

D $QHPSOR\HHRIWKHLQVXUHGDULVLQJRXWRI
DQGLQWKHFRXUVHRI

(PSOR\PHQWE\WKHLQVXUHG
RU

CITY OF RICHMOND

CONTRACT AMENDMENT
Department: Project Manager:

Project Manager E-mail: Project Manager Phone No:

P.R. No: Vendor No: P.O./Contract No:

Description of Services:

Amendment No. ___ modifies the: (2nd or subsequent amendments attach Amendment History page)

Term, Payment Limit and Service Plan
Payment Limit and Service Plan

Term and Service Plan
Service Plan
The parties to this Contract Amendment do mutually agree and promise as follows:

1. Parties . The parties to this Contract Amendment are the City of Richmond, California, a municipal corporation (City), and the following named Contractor:

Company Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Emai l:

Business License No: / Expiration Date:

A California [ ] corporation, [ ] limited liability corporation [ ] general partnership, [ ] limited partnership, [ ] individual, [ ] non-profit corporation, [ ] individual dba as [specify:]
[ ] other [specify:]

2. Purpose
. This Contract Amendment is being entered into to amend the Contract between City and Contractor which was approved by the City Council of the City of Richmond or executed by the City Manager on , which original term commenced on and terminates with an original contract payment limit of $ . Said contract shall hereinafter be referred to as the "Original Contract" and is incorporated herein by reference.

3. Original Contract Provisions . The parties hereto agree to continue to abide by those terms and conditions of the Original Contract, and any amendments thereto, which are unaffected by this Contract Amendment.

Community Development Lina Velasco
[email protected] (510) 620-6706
486 / 5352
Keyser Marson Associates will provide support to the City of Richmond to complete certain additional tasks related to implementation of the recently adopted amendments to the City's Inclusionary Housing Program. ✔
1 Keyser Marson Associates, Inc. ("KMA")
2040 Bancroft Way, Suite 302
Berkeley, CA 94704
David Doezema
(415) 398-3050 [email protected]
4000-8075 December 31, 2021
✔
September 1, 2020
September 1, 2020 December 31, 2021
10,000.00
DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Contract Amendment/EJ/TE 09-26-07

4. Amendment Provisions . This Contract Amendment is subject to the Amendment Provisions attached hereto, which are incorporated herein by reference, and which control over any conflicting provisions of the Original Contract, or any amendment thereto.

5. City of Richmond Business License Active Status Maintained . Pursuant to Municipal Code Section 7.04.030, the Contractor must maintain its City of Richmond business license for this Contract Amendment to be deemed to be in effect.

6. Insurance Coverage Updated and Maintained. Pursuant to the Original Contract, the Contractor shall provide the City with updated insurance certificates, and the Contractor shall maintain insurance coverage, for this Contract Amendment to be deemed to be in effect.

7. Signatures . These signatures attest the parties’ agreement hereto:

CITY OF RICHMOND, CALIFORNIA
a municipal corporation
By _______________________
Title:

I hereby certify that the Original Contract
and this Amendment have been approved
by the City Council or executed by the City
Manager.

By _______________________
City Clerk
Approved as to form:

By_______________________
City Attorney
List of Attachments:

1. Amendment Provisions

2. Updated Insurance Certificates
CONTRACTOR:
______________________________
(*The Corporation Chairperson of the Board, President or Vice-President should sign on the line below.)
By____________________________
Title:________________________
(*The Corporation Chief Financial Officer, Secretary or Assistant Secretary should sign on the line below.)
By:___________________________
Title:________________________
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a
corporation or nonprofit organization, this
Contract (1) should be signed by the
Chairperson of the Board, President or
Vice-President and
the Chief Financial
Officer, Secretary or Assistant Secretary; (2)
should have both signatures conform to
designated representative groups pursuant
to Corporations Code Section 313.

Keyser Marson Associates, Inc. ("KMA")
DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Business Manager/CFO
Vice President
Mayor

Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (TERM, PAYMENT LIMIT AND SERVICE PLAN)

1. Paragraph 2 (Term) of the Original Contract is hereby amende d to extend the Contract term. Paragraph 2 of the Original Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
____________________________________________________________ (Insert original contract commencement date)
and it terminates
___________________________________________________.
(Insert new contract termination date)
unless sooner terminated as provided herein."

2. Paragraph 3 (Payment Limit) of the Original Contract is here by amended to increase the payment limit by $
. Paragraph 3 of the Original
Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $ including expenses." “The City of Richmond shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.”

3. The Service Plan (Exhibit A) of the Original Contract is her eby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
1 / 5352
September 1, 2020
December 31, 2023
25,000.00
35,000.00
Keyser Marson Associates, Inc. ("KMA")
See scope of work dated May 4, 2021, incorporated herein by this reference.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A 2040 BANCROFT WAY, SUITE 302 ¾ BERKELEY, CALIFORNIA 94704 ¾ PHONE: 415 398 3050 ¾ FAX: 415 397 5065 900b-1774.docx; jf
WWW.KEYSERMARSTON.COM 99900

AADVISORS IN:

REAL ESTATE

AFFORDABLE HOUSING

ECONOMIC DEVELOPMENT

SAN FRANCISCO
A. JERRY KEYSER
TIMOTHY C. KELLY
DEBBIE M. KERN

DAVID DOEZEMA

KEVIN FEENEY

LOS ANGELES
KATHLEEN H. HEAD
JAMES A. RABE
GREGORY D. SOO-HOO
KEVIN E. ENGSTROM
JULIE L. ROMEY

TIM BRETZ

SAN DIEGO
PAUL C. MARRA

May 4, 2021

Lina Velasco
Community Development Director
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804

Re: Proposed Scope of Services to Prepare Guidelines for Inclus ionary Program and Provide On-Call Services

Dear Ms. Velasco:

Keyser Marston Associates, Inc. (“KMA”) is pleased to present the enclosed proposed scope of services to prepare guidelines for implementation of the City of Richmond’s (“City”) recently updated inclusionary housing ordinance and provision of other on-call services to the City related to implementation of the inclusionary housing ordinance and / or analyses of specific development projects.

Sincerely,
KEYSER MARSTON ASSOCIATES, INC.

David Doezema

Attachment A: Scope of Services
Attachment B: Rate Schedule
DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Keyser Marston Associates, Inc. Page 1
\\SF-FS2\wp\99\99900\900b-1751 to 1800\900b-1774a.docx
Attachment A
Scope of Services to
Prepare Inclusionary Housing Guidelines
and Provide Additional
On-Call Economic Consulting Services
Keyser Marston Associates, Inc. (KMA) is pleased to present the following proposed scope of services to prepare guidelines for the City’s recently adopted Inclusionary Housing and Affordable Housing Linkage Fee Ordinance (IH/AHLFO). In addition, KMA anticipates providing on-call economic consulting services to the City of Richmond in implementing the updated inclusionary program, the new commercial linkage fee program, analysis of specific development projects, and/or other services as-needed. Services to be provided are outlined in the following task descriptions.

Task A. Preparation of Guidelines for the City’s Inclusionary Housing Program KMA will prepare guidelines regarding implementation of the IH/AHLFO as authorized under the ordinance. The guidelines will summarize major requirements of the ordinance and will establish procedures for implementation, including but not limited to the following topics:
Affordable Housing Plan submittal requirements;
Determination of affordable prices;
Determination of household income;
Asset limitation for occupants of inclusionary units; Criteria for off-site inclusionary units and property dedicated for construction of inclusionary units;
Eligibility requirements for purchasers and renters of inclusionary units; Occupancy standards for inclusionary units;
Procedures regarding changes in income or households size; Compliance monitoring;
Limitations on eligibility for inclusionary units based on conflict of interest.

KMA will prepare a draft of the guidelines for review and discussion with staff followed by a revised version incorporating staff input. The guidelines are intended as a “living” document that is anticipated to be updated periodically. The guidelines will be designed for use by the City in administering the program as well as developers, purchasers or renters of inclusionary units, and other interested parties.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Keyser Marston Associates, Inc. Page 2
\\SF-FS2\wp\99\99900\900b-1751 to 1800\900b-1774a.docx
Task B. On-Call Services

KMA will provide on-call services at the request and direction of staff, which may include the following services.

1. As-needed support to the City in connection with implementat ion of its recently updated inclusionary program;

2. Review and analysis of market, financial, or demographic data;

3. Analyses addressing specific development projects;

4. Preparation of written products or presentation materials;

5. Meetings with City staff and/or participation in public meet ings, as needed; and

6. Other on-call services to be provided at the request and dir ection of the City.

Budget

We propose to proceed with the above scope of services on a time and materials basis within a proposed not-to-exceed authorization for preparation of the guidelines (Task A) of $15,000 and a proposed authorization for on-call services (Task B) of $10,000, resulting in a combined not-to exceed authorization of $25,000. A copy of our current hourly rate schedule is included as Attachment B.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A $WWDFKPHQW%
KEYSER MARSTON ASSOCIATES, INC.

PUBLIC SECTOR HOURLY RATES
_____________________________________________
20/202
CHAIRMAN, PRESIDENT, MANAGING PRINCIPALS* $280.00
SENIOR PRINCIPALS* $270.00
PRINCIPALS* $250.00
MANAGERS* $225.00
SENIOR ASSOCIATES $187.50
ASSOCIATES $167.50
SENIOR ANALYSTS $150.00
ANALYSTS $130.00
TECHNICAL STAFF $95.00
ADMINISTRATIVE STAFF $80.00
Directly related job expenses not included in the above rates are: auto mileage, parking, air fares, hotels and motels, meals, car rentals, taxies, telephone calls, delivery, electronic data processing, graphics and printing. Directly related job expenses will be billed at 110% of cost.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (SERVICE PLAN)
(CONTRACTOR’S OBLIGATION’S)
The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
Keyser Marson Associates, Inc. ("KMA")
1 / 5352
See scope of work dated May 4, 2021, incorporated herein by this reference.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
The first Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The second Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The third Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fourth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fifth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
Keyser Marson Associates, Inc. ("KMA")
1 / 5352
25,000.00
35,000.00
December 31, 2023
✔
✔
✔
DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A ___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2:

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).

3. Original and Separate Additional Insured Endorsemen t for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation Insurance as required by th e State of California including Employer’s Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers’ Compensation insurance.

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.

DocuSign Envelope ID: AB3661F5-30FF-4244-9C93-E981A095B91A ___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements - Type 2: