Ebix Insurance No. s200004347
AMENDMENT NO. 4
TO THE AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
WALLACE ROBERTS & TODD, LLC
PREAMBLE
This agreement ("Amendment No. 4") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and Wallace Roberts & Todd, LLC, a Delaware Corporation (Consultant). City and Consultant 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 Wallace, Roberts & Todd, LLC," dated October 17, 2019 (Agreement); and
B. The Agreement was previously amended by Amendment No. 1, dated October 21, 2021, Amendment No. 2, dated December 13, 2021, Amendment No. 3, dated November 3, 2022, and is again amended by this Amendment No. 4. 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 prepare a Downtown Precise Plan, and the Parties now wish to amend the Agreement to expand the scope of services to include additional case studies of comparable city hall relocation projects around the U.S.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 6 of the Agreement, entitled "Compensation and Payment," is amended to reflect a revised maximum compensation value of one million three hundred forty-seven thousand, seven hundred six dollars ($1,347,706).
2. Exhibit A of the Agreement, entitled "Scope of Services," is updated by appending the attached "Additional Case Study Evaluation," dated June 16, 2023, to add new tasks to the original scope.
Amendment No.4 to AgreemenUWRT-Downtown Precise Plan
Rev. 10/25/19
3. Exhibit B of the Agreement, entitled "Schedule of Fees," is amended to reflect a revised maximum compensation value of one million three hundred forty-seven thousand, seven hundred six dollars ($1,347 ,706).
4. 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. 4, the provisions of this Amendment No. 4 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 4 as evidenced by the following signatures of their duly authorized representatives .
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Approt j;:hl=
~ GO GINS
CityAttorney
Dated: 7 /5 / -z,, J
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"CITY"
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone : (408) 615-2210
Fax: (408) 241-6771
WALLACE ROBERTS & TODD, LLC
a Delaware Corporation
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B y (Signature): f-~~~U~~~r.4-- -1-- -----
Name: --==,,,__--- ~---- -1------ - --
T it I e: Princi al
Principal Place of 478 Tehama Street, Suite 2B
Business Address: San Francisco, CA 94103
Email Address: jsticl<[email protected]
Telephone: (415) 575-4722
Fax: (215) 732-2551
"CONSULT ANT"
l:\PLANNING\Admin\Contracts\WRT\Amendment No 4\Amendment No. 4 WRT.doc Amendment No. 4 to Agreement/WRT-Downtown Precise Plan
Rev. 10/25/2019
WRT MEMORANDUM
To: Lesley Xavier, Project Manager, City Date : June 16, 2023 of Santa Clara From : Peter Winch
Senior Planner
Ref. No .: 08334.02
Project: Santa Clara Civic Center
Relocation Study
Pages: 2
Re: Additiona l Case Study Evaluation
CC: Jim Stickley, Principal, WRT
WRT and our subconsultant partners are working closely with City Staff and the Downtown Community Task Force on a Civic Center Relocation Study to consider the potentia l costs and benefits of shifting city functions to Downtown Santa Clara. The City has requested that WRT propose a scope and fee for conducting two additional case studies of comparable city hall relocation projects around the U.S.
The WRT Team's original budget for the case studies subtask was $17,290. Each member of our Team used considerably more time than we budgeted for to complete the case studies. Based on this experience, we request a fee of $16,000 to comp lete two additional studies. This would include $6,000 for EPS and $5,000 each for WRT and PFAL.
EPS's portion of this effort could be shifted from their remaining budget of $11,400 in Task 5. This budget was provided for up to 40 hours of Principal-level as-needed project support. If this approach is taken, the need for add itiona l budget would be reduced to $10,000. The add ition al proposed scope of work is summarized on the following page .
WRT, LLC I 478 Tehama Street, Suite 28 I San Francisco, CA 94103 wrtdes ign.com I 415 .575 .4722
N:\800'.)\8334.02 Santa Clara Civic Center Relocation S1udy\1-Adminislration\2-Agreements & Proponls\WRT P,oposa1s\Santa Clara Civic Center Relocalion Study_Additlonal Case Studies proposal-2023 ·06-16.doot
MEMORANDUM
Santa Clara Civic Center Relocation Study: Additional Services Task 9: Additional Case Studies
June 16, 2023
In Task 3, WRT, EPS, and PFAL evaluated six case studies of City Hall relocation projects across the United States. At the request of members of the Downtown Community Task Force and City Staff, the Team will analyze two (2) additional case studies: Sandusky, Ohio and Winter Garden, Florida. For each case study, WRT will evaluate the way city hall relocation functioned in its physical urban context. EPS will conduct research to understand each city hall project based on City documents, hearing transcripts, media reporting, and other readily available sources, and will contact each city to seek an interview with staff about the project, including benefits, challenges, and lessons learned, etc. EPS will report on outcomes, including the degree to which private investment has followed public investment. PFAL will consider financing and procurement aspects of the case studies.
Meetings:
• Meeting with City Staff
• Task Force presentation (to be combined with existing presentation) Deliverables:
• Additional Case Studies presentation
Timeframe: 1 month
Cost: $16,000