EBIX Insurance No. S200003234
AMENDED AND RESTATED AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
ROBERT E. VAN HEUIT
PREAMBLE
This Agreement is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Robert E. Van Heuit, an Oregon individual, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for the Professional Services by and between the City of Santa Clara and Robert E. Van Heuit" dated June 2, 2015; Amendment No. 1 dated May 6, 2016; Amendment No. 2 dated October 28, 2016; Amendment No. 3 dated September 5, 2017 and now desire to amend and restate the Agreement; and
8. City desires to secure the services more fully described in this Agreement, at Exhibit A, entitled "Scope of Services";
C. Contractor represents that it, and its subcontractors, if any, have the professional qualifications, expertise, necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of City; and,
D. The Parties have specified herein the terms and conditions under which such services will be provided and paid for.
The Parties agree as follows:
AGREEMENT TERMS AND CONDITIONS
1. AGREEMENT DOCUMENTS
The documents forming the entire Agreement between City and Contractor shall consist of these Terms and Conditions and the following Exhibits, which are hereby incorporated into this Agreement by this reference:
Exhibit A -Scope of Services
Exhibit B -Schedule of Fees
Agreement with Robert E. VanHeuit
Rev. 07-01-18
Exhibit C -Insurance Requirements
Exhibit D -Labor Compliance Addendum (if applicable)
This Agreement, including the Exhibits set forth above, contains all the agreements, representations and understandings of the Parties, and supersedes and replaces any previous agreements, representations and understandings, whether oral or written. In the event of any inconsistency between the provisions of any of the Exhibits and the Terms and Conditions, the Terms and Conditions shall govern and control.
2. TERM OF AGREEMENT
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on June 2, 2015 and terminate on December 31, 2019.
3. SCOPE OF SERVICES & PERFORMANCE SCHEDULE
Contractor shall perform those Services specified in Exhibit A within the time stated in Exhibit A. Time is of the essence.
4. WARRANTY
Contractor expressly warrants that all materials and services covered by this Lir!rnnmnnt ,;:,h,:,!! hn fit fr.r thrc::> n! !!"nr>~P inti=>nrli=>rl ~hP.!! hP frpp fr!)m rli::,fprf _qnrl shall conform to the specifications, requirements and instructions upon which this Agreement is based. Contractor agrees to promptly replace or correct any incomplete, inaccurate or defective Services at no further cost to City when defects are due to the negligence, errors or omissions of Contractor. If Contractor fails to promptly correct or replace materials or services, City may make corrections or replace materials or services and charge Contractor for the cost incurred by City.
5. QUALIFICATIONS OF CONTRACTOR-STANDARD OF CARE
Contractor represents and maintains that it has the expertise in the professional calling necessary to perform the Services, and its duties and obligations, expressed and implied, contained herein, and City expressly relies upon Contractor's representations regarding its skills and knowledge. Contractor shall perform such Services and duties in conformance to and consistent with the professional standards of a specialist in the same discipline in the State of California.
Agreement with Robert E. VanHeuit
Rev. 07-01-18
6. COMPENSATION AND PAYMENT
In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and Services rendered by Contractor in accordance with Exhibit B, entitled "SCHEDULE OF FEES." The maximum compensation of this Agreement is One Hundred Seventy Thousand Dollars ($170,000), subject to budget appropriations, which includes all payments that may be authorized for Services and for expenses, supplies, materials and equipment required to perform the Services. All work performed or materials provided in excess of the maximum compensation shall be at Contractor's expense. Contractor shall not be entitled to any payment above the maximum compensation under any circumstance.
7. TERMINATION
A. Termination for Convenience. City shall have the right to terminate this Agreement, without cause or penalty, by giving not less than Thirty (30) days' prior written notice to Contractor.
B. Termination for Default. If Contractor fails to perform any of its material obligations under this Agreement, in addition to all other remedies provided by law, City may terminate this Agreement immediately upon written notice to Contractor.
C. Upon termination, each Party shall assist the other in arranging an orderly transfer and close-out of services. As soon as possible following the notice of termination, but no later than ten (10) days after the notice of termination, Contractor will deliver to City all City information or material that Contractor has in its possession.
8. ASSIGNMENT AND SUBCONTRACTING
City and Contractor bind themselves, their successors and assigns to all covenants of this Agreement. This Agreement shall not be assigned or transferred without the prior written approval of City. Contractor shall not hire subcontractors without express written permission from City.
Contractor shall be as fully responsible to City for the acts and omissions of its subcontractors, and of persons either directly or indirectly employed by them, as Contractor is for the acts and omissions of persons directly employed by it.
9. NO THIRD PARTY BENEFICIARY
This Agreement shall not be construed to be an agreement for the benefit of any third party or parties and no third party or parties shall have any claim or right of action under this Agreement for any cause whatsoever.
Agreement with Robert E. VanHeuit
Rev. 07-01-18
10. INDEPENDENT CONTRACTOR
Contractor and all person(s) employed by or contracted with Contractor to furnish labor and/or materials under this Agreement are independent contractors and do not act as agent(s) or employee(s) of City. Contractor has full rights to manage its employees in their performance of Services under this Agreement.
11. CONFIDENTIALITY OF MATERIAL
All ideas, memoranda, specifications, plans, manufacturing procedures, data, drawings, descriptions, documents, discussions or other information developed or received by or for Contractor and all other written information submitted to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor and shall not, without the prior written consent of City, be used for any purposes other than the performance of the Services nor be disclosed to an entity not connected with performance of the Services. Nothing furnished to Contractor which is otherwise known to Contractor or becomes generally known to the related industry shall be deemed confidential.
12. OWNERSHIP OF MATERIAL
All material, which shall include, but not be limited to, data, sketches, tracings, drawings, plans, diagrams, quantities, estimates, specifications, proposals, tests, maps, calculations, photographs, reports, designs, technology, programming, works of authorship and other material developed, collected, prepared or caused to be prepared under this Agreement shall be the property of City but Contractor ' : ' -~
.. ·-J . ___ .,. _.,_ -----..-·--... _, __ ., -•·J _.,_ .. ., __ --.... ·:·--... -"J ··-J -· ---"J time in its use of said material. However, Contractor shall not be responsible for damages resulting from the use of said material for work other than Project, including, but not limited to, the release of this material to third parties.
13. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR
City, through its authorized employees, representatives or agents shall have the right during the term of this Agreement and for four (4) years from the date of final payment for goods or services provided under this Agreement, to audit the books and records of Contractor for the purpose of verifying any and all charges made by Contractor in connection with Contractor compensation under this Agreement, including termination of Contractor. Contractor agrees to maintain sufficient books and records in accordance with generally accepted accounting principles to establish the correctness of all charges submitted to City. Any expenses not so recorded shall be disallowed by City. Contractor shall bear the cost of the audit if the audit determines that there has been a substantial billing deviation in excess of five (5) percent adverse to the City.
Contractor shall submit to City any and all reports concerning its performance under this Agreement that may be requested by City in writing. Contractor agrees Agreement with Robert E. VanHeuit
Rev. 07-01-18
to assist City in meeting City's reporting requirements to the State and other agencies with respect to Contractor's Services hereunder.
14. HOLD HARMLESS/INDEMNIFICATION
A. To the extent permitted by law, Contractor agrees to protect, defend, hold harmless and indemnify City, its City Council, commissions, officers, employees, volunteers and agents from and against any claim, injury, liability, loss, cost, and/or expense or damage, including all costs and attorney's fees in providing a defense to any such claim or other action, and whether sounding in law, contract, tort, or equity, in any manner arising from, or alleged to arise in whole or in part from, or in any way connected with the Services performed by Contractor pursuant to this Agreement -including claims of any kind by Contractor's employees or persons contracting with Contractor to perform any portion of the Scope of Services -and shall expressly include passive or active negligence by City connected with the Services. However, the obligation to indemnify shall not apply if such liability is ultimately adjudicated to have arisen through the sole active negligence or sole willful misconduct of City; the obligation to defend is not similarly limited.
B. Contractor's obligation to protect, defend, indemnify, and hold harmless in full City and City's employees, shall specifically extend to any and all employment-related claims of any type brought by employees, contractors, subcontractors or other agents of Contractor, against City (either alone, or jointly with Contractor), regardless of venue/jurisdiction in which the claim is brought and the manner of relief sought.
C. To the extent Contractor is obligated to provide health insurance coverage to its employees pursuant to the Affordable Care Act ("Act") and/or any other similar federal or state law, Contractor warrants that it is meeting its obligations under the Act and will fully indemnify and hold harmless City for any penalties, fines, adverse rulings, or tax payments associated with Contractor's responsibilities under the Act.
15. INSURANCE REQUIREMENTS
During the term of this Agreement, and for any time period set forth in Exhibit C, Contractor shall provide and maintain in full force and effect, at no cost to City, insurance policies as set forth in Exhibit C.
16. WAIVER
Contractor agrees that waiver by City of any one or more of the conditions of performance under this Agreement shall not be construed as waiver(s) of any other condition of performance under this Agreement. Neither City's review, acceptance nor payments for any of the Services required under this Agreement Agreement with Robert E. VanHeuit
Rev. 07-01-18
shall be constructed to operate as a waiver of any rights under this Agreement or of any cause of action arising out of the performance of this Agreement.
17. NOTICES
All notices to the Parties shall, unless otherwise requested in writing, be sent to City addressed as follows:
City of Santa Clara
Attention: City Manager's Office
1500 Warburton Avenue
Santa Clara, CA 95050
and by e-mail at [email protected]
And to Contractor addressed as follows:
Name:
Address:
Robert E. Van Heuit
2621 Heritage Way
Medford, OR 97504
(541 )499-6132
and by e-mail at: [email protected]
The workday the e-mail was sent shall control the date notice was deemed given.
An e-mail transmitted after 1 :00 p.m. on a Friday shall be deemed to have been transmitted on the following business day.
Contractor shall comply with all applicable laws and regulations of the federal, state and local government, including but not limited to "The Code of the City of Santa Clara, California" ("SCCC"). In particular, Contractor's attention is called to the regulations regarding Campaign Contributions (SCCC Chapter 2.130), Lobbying (SCCC Chapter 2.155), Minimum Wage (SCCC Chapter 3.20), Business Tax Certificate (SCCC section 3.40.060), and Food and Beverage Service Worker Retention (SCCC Chapter 9.60), as such Chapters or Sections may be amended from time to time or renumbered. Additionally Contractor has read and agrees to comply with City's Ethical Standards (http://santaclaraca.gov/home/showdocument?id=58299).
Agreement with Robert E. Van Heu it
Rev. 07-01-18
19. CONFLICTS OF INTEREST
Contractor certifies that to the best of its knowledge, no City officer, employee or authorized representative has any financial interest in the business of Contractor and that no person associated with Contractor has any interest, direct or indirect, which could conflict with the faithful performance of this Agreement. Contractor is familiar with the provisions of California Government Code section 87100 and following, and certifies that it does not know of any facts which would violate these code provisions. Contractor will advise City if a conflict arises.
20. FAIR EMPLOYMENT
Contractor shall not discriminate against any employee or applicant for employment because of race, sex, color, religion, religious creed, national origin, ancestry, age, gender, marital status, physical disability, mental disability, medical condition, genetic information, sexual orientation, gender expression, gender identity, military and veteran status, or ethnic background, in violation of federal, state or local law.
21. NO USE OF CITY NAME OR EMBLEM
Contractor shall not use City's name, insignia, or emblem, or distribute any information related to services under this Agreement in any magazine, trade paper, newspaper or other medium without express written consent of City.
22. GOVERNING LAW AND VENUE
This Agreement shall be governed and construed in accordance with the statutes and laws of the State of California. The venue of any suit filed by either Party shall be vested in the state courts of the County of Santa Clara, or if appropriate, in the United States District Court, Northern District of California, San Jose, California.
23. SEVERABILITY CLAUSE
In case any one or more of the provisions in this Agreement shall, for any reason, be held invalid, illegal or unenforceable in any respect, it shall not affect the validity of the other provisions, which shall remain in full force and effect.
24. AMENDMENTS
This Agreement may only be modified by a written amendment duly authorized and executed by the Parties to this Agreement.
Agreement with Robert E. VanHeuit
Rev. 07-01-18
25. COUNTERPARTS
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, but both of which shall constitute one and the same instrument.
The Parties acknowledge and accept the terms and conditions of this Agreement as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANT A CLARA, CALIFORNIA
a chartered California municipal corporation
-
Approved as to Form: Dated: ---:-..,,......,,,._,,,.~~--..."""""'------ ~A. ~ f' BRIAN DOYLE
City Attorney
"CITY"
City Manager
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: ( 408) 615-2210
Fax: (408) 241-6771
ROBERT E. VAN HEUIT
an individual
Dated: 'JLpt< ,"'--h\J,r 7..-~ 26 J<g
By (Signature): ~ 1,cda---:--, ~
Name: Robert E. VanHeuit
Title: Owner
Principal Place of
Business Address: 2621 Heritage Way, Medford OR 97504
Email Address: [email protected]
Telephone: (514) 499-6123
Fax:
Agreement with Robert E. Van Heu it
Rev. 07-01-18
"CONTRACTOR"
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement are set forth below.
In a letter dated April 2, 2015 ("Letter"), the Santa Clara County Department of Environmental Health ("County" or "DEH"), acting as the Solid Waste Local Enforcement Agency, has required the City of Santa Clara ("City"), as the applicant for the planned development of the mixed-used project located in City, and commonly referred to as City Place Santa Clara ("Project"), to retain a suitably qualified independent consultant(s) to provide third party review to DEH for its review of the Project.
Contractor shall provide technical advice and assistance to the County for its review of the Project on behalf of the City. The Consultant will coordinate efforts with the City and the County.
The work involves environmental review of permit applications, landfill closure plan, site development plans, and other information as necessary to evaluate and prepare plan review documents for submission to the County. The review will be performed in collaboration with Barry Milstone, who will be reviewing the geotechnical aspects of the Project. The scope of services for the review will include the following:
• Review of project documents, including plans, specifications, and geotechnical investigation materials;
• Site reconnaissance to observe current site conditions; • Direct communications, on an as-needed basis, with the project design team to request any materials required for clarification and to convey items to be addressed by the design team;
• Participation in required meetings with design team and regulatory personnel; • Coordination of review efforts with Barry Milstone;
• Telephone consultation with County representatives and CalRecycle representatives; and
• Preparation, with Barry Milstone, of plan review documents for submission to County.
The Contractor recognizes that the City has contracted for the services described above to assist the County with the preparation of environmental review documents. The Contractor may be directed or ordered by the County without invalidating this agreement.
Agreement with Robert E. VanHeuit/Exhibit A-Scope of Services Rev. 07-01-18
The Contractor agrees to keep confidential, and not to misappropriate, disclose or make available, any and all information concerning the plans, operations or activities of the City, its parent, affiliates, divisions and subsidiaries which the Contractor may learn or discover from any source whatsoever in the performance of the services under this agreement, and Contractor shall not use the name of the Developer or the Developer logo on any division or project of Developer or otherwise without the prior written consent of City, which consent may be withheld in the City's sole and absolute discretion. Upon termination of this agreement, upon request of the City, the Contractor shall promptly return to the City's possession all copies of any writings, drawings or other confidential information which are then in the possession or control of the Contractor. The Contractor further agrees that, upon the request of the City at any time under this agreement, the Contractor shall promptly return to the City all such copies of writings, drawings or other confidential information which are then in the possession or control of the Contractor.
Agreement with Robert E. VanHeuiUExhibit A-Scope of Services Rev. 07-01-18
EXHIBIT B
SCHEDULE OF FEES
Contractor will bill City on a monthly basis for Services provided by Contractor during the preceding month on an invoice and in a format approved by City and subject to verification and approval by City. City will pay Contractor within thirty (30) days of City's receipt of an approved invoice.
Consultant shall submit a monthly invoice to the City based on costs incurred on a time and materials basis. The 2018 schedule of fees are as follows:
Hourly rate: $175 per hour
Non-productive travel time: $50 per hour
Per Diem when traveling: $65 per day
Other expenses to be billed at cost
Vehicle miles: $0.575 per mile
Agreement with Robert E. VanHeuit/Exhibit B-Schedule of Fees Rev. 07-01-18
EXHIBIT C
INSURANCE REQUIREMENTS
Without limiting the Consultant's indemnification of the City, and prior to commencing any of the Services required under this Agreement, the Consultant shall provide and maintain in full force and effect during the period of performance of the Agreement and for twenty-four (24) months following acceptance by the City, at its sole cost and expense, the following insurance policies from insurance companies authorized to do business in the State of California. These policies shall be primary insurance as to the City of Santa Clara so that any other coverage held by the City shall not contribute to any loss under Consultant's insurance. The minimum coverages, provisions and endorsements are as follows:
COMMERCIAL GENERAL LIABILITY INSURANCE
Commercial General Liability Insurance policy which provides coverage at least as broad as Insurance Services Office form CG 00 01. Policy limits are subject to review, but shall in no event be less than, the following:
$1,000,000 Each Occurrence
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Personal Injury
Exact structure and layering of the coverage shall be left to the discretion of Consultant; however, any excess or umbrella policies used to meet the I Ci'-fUII CiU 1111 IILv vi 1011 UCi OL ICiOvL Ov &JI vau av LI 1c; UI 1uc;11y11 ·~ vVVC,I a~c; a, IU shall otherwise follow form.
The following provisions shall apply to the Commercial Liability policy as well as any umbrella policy maintained by the Consultant to comply with the insurance requirements of this Agreement:
Coverage shall be on a "pay on behalf" basis with defense costs payable in addition to policy limits;
There shall be no cross liability exclusion which precludes coverage for claims or suits by one insured against another; and
Coverage shall apply separately to each insured against whom a claim is made or a suit is brought, except with respect to the limits of liability.
BUSINESS AUTOMOBILE LIABILITY INSURANCE
Business automobile liability insurance policy which provides coverage at least as broad as ISO form CA 00 01 with policy limits a minimum limit of not less than one million dollars ($1,000,000) each accident using, or providing coverage at Agreement with Robert E. VanHeuiUExhibit D-Labor Compliance Rev. 07-01-18
least as broad as, Insurance Services Office form CA 00 01. Liability coverage shall apply to all owned (if any), non-owned and hired autos.
In the event that the Work being performed under this Agreement involves transporting of hazardous or regulated substances, hazardous or regulated wastes and/or hazardous or regulated materials, Consultant and/or its subcontractors involved in such activities shall provide coverage with a limit of one million dollars ($1,000,000) per accident covering transportation of such materials by the addition to the Business Auto Coverage Policy of Environmental Impairment Endorsement MCS90 or Insurance Services Office endorsement form CA 99 48, which amends the pollution exclusion in the standard Business Automobile Policy to cover pollutants that are in or upon, being transported or towed by, being loaded onto, or being unloaded from a covered auto.
WORKERS' COMPENSATION
Workers' Compensation Insurance Policy as required by statute and employer's liability with limits of at least one million dollars ($1,000,000) policy limit Bodily Injury by disease, one million dollars ($1,000,000) each accident/Bodily Injury and one million dollars ($1,000,000) each employee Bodily Injury by disease.
The indemnification and hold harmless obligations of Consultant included in this Agreement shall not be limited in any way by any limitation on the amount or type of damage, compensation or benefit payable by or for Contractor or any subcontractor under any Workers' Compensation Act(s), Disability Benefits Act(s) or other employee benefits act(s).
This policy must include a Waiver of Subrogation in favor of the City of Santa Clara, its City Council, commissions, officers, employees, volunteers and agents.
PROFESSIONAL LIABILITY
Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against negligent acts, errors or omissions of the Consultant. Covered services as designated in the policy must specifically include work performed under this agreement. Coverage shall be in an amount of not less than one million dollars ($1,000,000) per claim or two million dollars ($2,000,000) aggregate. Any coverage containing a deductible or self-retention must first be approved in writing by the City Attorney's Office.
COMPLIANCE WITH REQUIREMENTS
All of the following clauses and/or endorsements, or similar provisions, must be part of each commercial general liability policy, and each umbrella or excess policy.
Agreement with Robert E. VanHeuit/Exhibit D-Labor Compliance Rev. 07-01-18
Additional Insureds. City of Santa Clara, its City Council, commissions, officers, employees, volunteers and agents are hereby added as additional insureds in respect to liability arising out of Consultant's work for City, using Insurance Services Office (ISO) Endorsement CG 20 10 11 85, or the combination of CG 20 10 03 97 and CG 20 37 10 01, or its equivalent.
Primary and non-contributing. Each insurance policy provided by Consultant shall contain language or be endorsed to contain wording making it primary insurance as respects to, and not requiring contribution from, any other insurance which the indemnities may possess, including any self insurance or self-insured retention they may have. Any other insurance indemnities may possess shall be considered excess insurance only and shall not be called upon to contribute with Consultant's insurance.
Cancellation.
Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided due to non-payment of premiums shall be effective until written notice has been given to City at least ten (10) days prior to the effective date of such modification or cancellation. In the event of non-renewal, written notice shall be given at least ten ( 10) days prior to the effective date of non-renewal.
Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided for . ..
\,Al 1) VU'--''-'"-' '-'1.A V V UI 1\.A '--"'''--'"-'t"-''-I IVI I t-'11.AJ 111\JI 11. lJI f--'I VI 111\.AI I IV VI ILAII V'-' effective until written notice has been given to City at least thirty (30) days prior to the effective date of such modification or cancellation. In the event of non-renewal, written notice shall be given at least thirty (30) days prior to the effective date of non renewal.
Other Endorsements. Other endorsements may be required for policies other than the commercial general liability policy if specified in the description of required insurance set forth in Sections A through E of this Exhibit C, above.
ADDITIONAL INSURANCE RELATED PROVISIONS
Consultant and City agree as follows:
Consultant agrees to ensure that subcontractors, and any other party involved with the Services, who is brought onto or involved in the performance of the Services by Consultant, provide the same minimum insurance coverage required of Consultant, except as with respect to limits.
Consultant agrees to monitor and review all such coverage and assumes Agreement with Robert E. VanHeuiUExhibit D-Labor Compliance Rev. 07-01-18
all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Agreement. Consultant agrees that upon request by City, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the project will be submitted to City for review.
Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this Agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto.
The City reserves the right to withhold payments from the Consultant in the event of material noncompliance with the insurance requirements set forth in this Agreement.
EVIDENCE OF COVERAGE
Prior to commencement of any Services under this Agreement, Consultant, and each and every subcontractor (of every tier) shall, at its sole cost and expense, provide and maintain not less than the minimum insurance coverage with the endorsements and deductibles indicated in this Agreement. Such insurance coverage shall be maintained with insurers, and under forms of policies, satisfactory to City and as described in this Agreement. Consultant shall file with the City all certificates and endorsements for the required insurance policies for City's approval as to adequacy of the insurance protection.
EVIDENCE OF COMPLIANCE
Consultant or its insurance broker shall provide the required proof of insurance compliance, consisting of Insurance Services Office (ISO) endorsement forms or their equivalent and the ACORD form 25-S certificate of insurance (or its equivalent), evidencing all required coverage shall be delivered to City, or its representative as set forth below, at or prior to execution of this Agreement.
Upon City's request, Consultant shall submit to City copies of the actual insurance policies or renewals or replacements. Unless otherwise required by the terms of this Agreement, all certificates, endorsements, coverage verifications and other items required to be delivered to City pursuant to this Agreement shall be mailed to:
EBIX Inc.
City of Santa Clara [City Manager's Office]
P.O. Box 100085-S2 or 1 Ebix Way
Duluth, GA 30096 John's Creek, GA 30097
Telephone number: 951-766-2280
Agreement with Robert E. VanHeuiUExhibit D-Labor Compliance Rev. 07-01-18
Fax number: 770-325-0409
Email address: [email protected]
QUALIFYING INSURERS
All of the insurance companies providing insurance for Consultant shall have, and provide written proof of, an A. M. Best rating of at least A minus 6 (A-VI) or shall be an insurance company of equal financial stability that is approved by the City or its insurance compliance representatives.
Agreement with Robert E. Van Heu it/Exhibit O-Labor Compliance Rev. 07-01-18
EBIX Insurance No. S200003234
AMENDMENT NO. 1
TO THE AMENDED AND RESTATED AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANT A CLARA, CALIFORNIA,
AND
ROBERT E. VAN HEUIT
PREAMBLE
This agreement ("Amendment No. 1 ") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Robert E. Van Heuit, an Oregon individual, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Amended and Restated Agreement for Services between the City of Santa Clara, California, and Robert E. Van Heuit, an Oregon individual," dated September 27, 2018 (the "Original Agreement"); and
B. The Parties entered into the Original Agreement for the purpose of having Contractor provide certain support activities further outlined in Exhibit A - Scope of Services, for the City Place Santa Clara project, and the Parties now wish to amend the Original Agreement to update the term and compensation and payment.
The Parties agree as follows:
AGREEMENT TERMS AND CONDITIONS
1. AMENDMENT TERMS AND CONDITIONS
A. That Section 2 of the Original Agreement, entitled 'TERM OF AGREEMENT" is hereby amended to read as follows:
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on June 2, 2015 and terminate on December 31, 2020.
B. That Section 6 of the Original Agreement, entitled "COMPENSATION AND PAYMENT" is hereby amended to read as follows:
Amendment No. 1 to Agreement/Van Heuit. Page 1
Rev. 08/28/2018
In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and Services rendered by Contractor in accordance with Exhibit B, entitled "SCHEDULE OF FEES." The maximum compensation of this
Agreement is Two Hundred and Fifty Thousand Dollars
($250,000.00), subject to budget appropriations, which includes all payments that may be authorized for Services and for expenses, supplies, materials and equipment required to perform the Services. All work performed, or materials provided in excess of the maximum compensation, shall be at Contractor's expense.
Contractor shall not be entitled to any payment above the maximum compensation under any circumstance.
2. TERMS
All other terms of the Original Agreement which are not in conflict with the provisions of this Amendment No. 1 shall remain unchanged in full force and effect. In case of a conflict in the terms of the Original Agreement and this Amendment No. 1, the provisions of this Amendment No. 1 shall control.
3. COUNTERPARTS
II
II
fl
II
II
II
II
II
If
II
II
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, but both of which shall constitute one and the same instrument.
Amendment No. 1 to Agreement/Van Heuit. Page 2
Rev. 08/28/2018
The Parties acknowledge and accept the terms and conditions of this Amendment No. 1 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Approved as to Form:
~p
City Attorney
"CITY"'
City Manager
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-221 O
Fax: (408) 241-6771
ROBERT E. VAN HEUIT
an individual
Dated: ~z_"3r ·z._c9 J 7·.
By (Signature): ~ /£.;jf
Name: Robert E. VanHeuit
Title: Owner
Principal Place of
Business Address: 2621 Heritage Way, Medford OR 97504
Email Address: [email protected]
Telephone: (541) 499-6123
Fax:
~~~ .. =co=N~r=R~A~c=r=o=R.~' ----------
Amendment No. 1 to Agreement/Van Heuit. Page 3
Rev. 08/28/2018
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement are set forth below.
In a letter dated April 2, 2015 ("Letter"), the Santa Clara County Department of Environmental Health ("County" or "DEH"), acting as the Solid Waste Local Enforcement Agency, has required the City of Santa Clara ("City"), as the applicant for the planned development of the mixed-used project located in City, and commonly referred to as City Place Santa Clara ("Project"}, to retain a suitably qualified independent consultant(s) to provide third party review to DEH for its review of the Project.
Contractor shall provide technical advice and assistance to the County for its review of the Project on behalf of the City. The Consultant will coordinate efforts with the City and the County.
The work involves environmental review of permit applications, landfill closure plan, site development plans, and other information as necessary to evaluate and prepare plan review documents for submission to the County. The review will be performed in collaboration with Barry Milstone, who will be reviewing the geotechnical aspects of the Project. The scope of services for the review will include the following:
• Review of project documents, including plans, specifications, and geotechnical investigation materials;
• Site reconnaissance to observe current site conditions; • Direct communications, on an as-needed basis, with the project design team to request any materials required for clarification and to convey items to be addressed by the design team;
• Participation in required meetings with design team and regulatory personnel; • Coordination of review efforts with Barry Milstone;
• Telephone consultation with County representatives and CalRecycle representatives; and
• Preparation, with Barry Milstone, of plan review documents for submission to County.
The Contractor recognizes that the City has contracted for the services described above to assist the County with the preparation of environmental review documents. The Contractor may be directed or ordered by the County without invalidating this agreement.
The Contractor agrees to keep confidential, and not to misappropriate, disclose or make available, any and all information concerning the plans, operations or activities of the City, its parent, affiliates, divisions and subsidiaries which the Contractor may learn or Agreement with Robert E. Van Heuit/Exhibit A-Scope of Services Rev. 07-01-18
EXHIBIT B
SCHEDULE OF FEES
Contractor will bill City on a monthly basis for Services provided by Contractor during the preceding month on an invoice and in a format approved by City and subject to verification and approval by City. City will pay Contractor within thirty (30) days of City's receipt of an approved invoice.
Consultant shall submit a monthly invoice to the City based on costs incurred on a time and materials basis. The 2019 schedule of fees are as follows:
Hourly rate: $175 per hour
Non-productive travel time: $50 per hour
Per Diem when traveling: $65 per day
Other expenses to be billed at cost
Vehicle miles: $0.575 per mile
Amendment No. 1 to Agreement with Van Heuit/ Exhibit B
Rev. 08/28/2018
discover from any source wtJatsoever in the performance of the services under this agreement, and Contractor shall not use the name of the Developer or the Developer logo on any division or project of Developer or otherwise without the prior written consent of City, which consent may be withheld in the City's sole and absolute discretion. Upon termination of this agreement, upon request of the City, the Contractor shall promptly return to the City's possession all copies of any writings, drawings or other confidential information which are then in the possession or control of the Contractor. The Contractor further agrees that, upon the request of the City at any time under this agreement, the Contractor shall promptly return to the City all such copies of writings, drawings or other confidential information which are then in the possession or control of the Contractor.
Agreement with Robert E. Van Heuit/Exhibit A-Scope of Services Rev. 07-01-18
Ebix Insurance No. s200003234
AMENDMENT NO. 2
TO THE AMENDED AND RESTATED
AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
. ROBERT E. VAN HEUIT
PREAMBLE
This agreement ("Amendment No. 2") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Robert E. Van Heuit, an Oregon individual, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for Services between the City of Santa Clara, California, and Robert E. Van Heuit", dated June 2, 2015 (Agreement);
B. The Agreement was previously amended by Amendment No. 1, dated May 6, 2016, Amendment No. 2, dated October 28, 2016, Amendment No. 3, dated September 5, 2017. The parties entered into an Amended and Restated Agreement for Services, dated September 27, 2018. Amendment No. 1 to the Amended and Restated Agreement for Services, dated October 31, 2019, and is again amended by this Amendment No. 2. The Agreement and all previous amendments are collectively referred to herein as the "Agreement as Amended"; and
C. The Parties entered into the Agreement as Amended for the purpose of having Contractor provide certain support activities further outlined in Exhibit A -Scope of Services, for the City Place Santa Clara project, and the Parties now wish to amend the Agreement to update the term.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 2 of the Agreement as Amended, entitled "TERM OF AGREEMENT" is amended to read as follows:
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the Amendment No. 2 to the Amended and Restated AgreemenURobert E. Van Heuit Rev. 10/25/19
term of this Agreement shall begin on June 2, 2015 and terminate on December 31, 2021.
2. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of the Agreement as Amended and this Amendment No. 2, the provisions of this Amendment No. 2 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 2 as evidenced by the following signatures of their duly authorized representatives.
A~roved as to Form:
BRl~□Ot
City Attorney
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
"CITY"
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
ROBERT E. VAN HEUIT
an individual
Dated: o~_,,:!/111 h< I/ /;--; LO L-c)
By (Sign~~:i; =~=·1;=~~=~=-r2=E=<~=-t=1=~=H=
1 ~=1~=F=·'==-=1===============
-----------------
Ti tie: Owner ----------------- Pr in ci pa I Place of
Business Address: _2_6_2_1_H_e_r_ita~g~e_W_a~y~, M_ed_f_o_rd~,_O_R_9_75_0_4 __ _ Email Address: _rv_an_h_2_0_0_0~@~y_a_h_oo_._c_om ________ _ Telephone: ~(~5_41~)_4_9_9-_6_12_3 __________ _
Fax: ~~--------------- "CONTRACTOR"
Amendment No. 2 to the Amended and Restated Agreement/Robert E. Van Heuit Rev. 10/25/2019
EBIX Insurance No. S2000003234
AMENDMENT NO. 3
TO THE AMENDED AND RESTATED
AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
ROBERT E. VAN HEUIT
PREAMBLE
This agreement ("Amendment No. 3") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Robert E. Van Heuit, an Oregon individual, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for Services between the City of Santa Clara, California, and Robert E. Van Heuit", dated June 2, 2015 (Agreement);
B. The Agreement was previously amended by Amendment No. 1, dated May 6, 2016, Amendment No. 2, dated October 28, 2016, Amendment No. 3, dated September 5, 2017. The parties entered into an Amended and Restated Agreement for Services, dated September 27, 2018, Amendment No. 1 to the Amended and Restated Agreement for Services, dated October 31, 2019, Amendment No. 2 to the Amended and Restated Agreement for Services, and now Amendment No. 3 to the Amended and Restated Agreement for Services.
The Agreement and all previous amendments are collectively referred to herein as the "Agreement as Amended"; and
C. The Parties entered into the Agreement as Amended for the purpose of having Contractor provide certain support activities further outlined in Exhibit A - Scope of Services, for the City Place Santa Clara project, and the Parties now wish to amend the Agreement as Amended to increase the total contract amount by $50,000 to a total not to exceed contract amount of $300,000.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 10 of the Agreement as Amended, entitled "Compensation and Payment" is amended to read as follows:
In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and Services rendered by Contractor in Amendment No. 3 to Agreement/Robert E. Van Heuit
Rev. 10/25/19
accordance with Exhibit B, entitled "SCHEDULE OF FEES." The maximum compensation of this Agreement is Three Hundred Thousand Dollars ($300,000), subject to budget appropriations, which includes all payments that may be authorized for Services and for expenses, supplies, materials and equipment required to perform the Services. All work performed or materials provided in excess of the maximum compensation shall be at Contractor's expense.
Contractor shall not be entitled to any payment above the maximum compensation under any circumstance.
2. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of the Agreement as Amended and this Amendment No. 3, the provisions of this Amendment No. 3 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 3 as evidenced by the following signatures of their duly authorized representatives.
BRIAN DOYLE
City Attorney
CITY Of SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
~
"CITY"
City Man er
1500 Warb on Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
ROBERT E. VAN HEUIT
INDIVIDUAL
Dated: ----"-r.-·:..,_J...=,-Yu.1'4-v--+'7-+._,_7'-'-. =o_· -=L'-'( _________ _ By (Signature): -1/""''~;""',f,.,J.-1,~-¥'1:"-'C_' "-c-"->-'c/ ';...<2:.,.c.-_;;==·=",;.....' .4"fe=·•c:...·,~=;-r_·7 _______ _ Name: 7Robert E~'Van Heuit ------------------
Title: Owner ------------------
Principal Place of 2621 Heritage Way
Business Address: Medford, OR 97504 ---~--------------
Em a i I Address: -R ... V ....... a ..... nH __ 2=0 .... 0 ... 0..,.@ ... zY .... a=r--10""'0"'".c""'o'-'-m-----_______ _ Telephone: ~<~54_1~)_4_9_9-_6_12_3 __________ _
Fax: ~~----------------"CONTRACTOR"
Amendment No. 3 to Agreement/Robert E. Van Heuit
Rev. 10/25/2019
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