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HomeMy WebLinkAboutCM Climate Action and Economic Inclusion ProjectAGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND EMILY COURTNEY FOR CLIMATE ACTION AND ECONOMIC INCLUSION PROJECT This Agreement is made and entered into as ofA 6 'ok4 ' S; c�P(the "Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation (hereinafter "CITY'), and EMILY COURTNEY, an individual/sole proprietor, dba Emily Courtney Consulting (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RF.CiTAIN A. CITY desires to secure professional services more fully described in this Agreement, at Exhibit A, entitled "SCOPE OF SERVICES"; and B. CONSULTANT represents that it, and its subcontractors, if any, have the professional qualifications, expertise, and 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 C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for. NOW, THEREFORE, the parties hereby agree as follows: AGREEMENT 1. SERVICES TO BE PROVIDED. Except as otherwise may be expressly specified in this Agreement, CONSULTANT shall furnish all technical and professional services, including labor, material, equipment, transportation, supervision and expertise (collectively referred to as "Services") to satisfactorily complete the work required by CITY at its sole risk and expense. Services to be provided to CITY are more fully described in Exhibit A entitled "SCOPE OF SERVICES." CONSULTANT acknowledges that the execution of this Agreement by CITY is predicated upon representations made by CONSULTANT in that certain proposal, Proposal for Climate Action + Economic Inclusion dated October 2022 ("Proposal") set forth in Exhibit A, which constitutes the basis for this Agreement. 2. COMPENSATION. In consideration for CONSULTANT's complete performance of Services, CITY shall pay Rev. 08.22 1 CONSULTANT for all materials provided and services rendered by CONSULTANT at the unit rates and rates per hour for labor, as set forth in Exhibit A, for a total amount not to exceed $50,000. CONSULTANT will bill City on a monthly basis for Services provided by CONSULTANT during the preceding month, subject to verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City's receipt of invoice. 3. 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 the Effective Date of this Agreement and terminate on December 31, 2023. 4. PROJECT COORDINATION. A. CITY'S Project Manager. The City Manager shall be the representative of the CITY for all purposes under this Agreement. Sustainability Program Manager Cory Bytof is hereby designated the PROJECT MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Emily Courtney is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONSULTANT and any and all of CONSULTANT's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 08.22 2 6. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 7. INSPECTION AND AUDIT. Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. 8. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 9. INSURANCE REQUIREMENTS. During the term of this Agreement, and for any time period set forth in Exhibit B, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit B. 10. INDEMNIFICATION. A. CONSULTANT shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement, but only in proportion to, and to the extent such CLAIMS arise from the negligent or intentional acts or omissions of CONSULTANT. The CONSULTANT's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the 08.22 event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, CONSULTANT shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 11. NONDISCRIMINATION. CONSULTANT shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 12. COMPLIANCE WITH ALL LAWS. CONSULTANT shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONSULTANT shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 13. NO THIRD PARTY BENEFICIARIES. CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 14. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: 08.22 4 To CITY's Project Manager: Cory Bytof Sustainability Program Manager 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Emily Courtney 112 Picnic Avenue San Rafael, CA 94901 For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 16. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONSULTANT and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONSULTANT and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 17. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 18. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any v 08.22 other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either parry of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other parry of any term, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 19. COSTS AND ATTORNEY'S FEES. The prevailing parry in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 20. CITY BUSINESS LICENSE / OTHER TAXES. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code, and CONSULTANT shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 21. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 22. APPLICABLE LAW The laws of the State of California shall govern this Agreement. 23. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. [Signatures are on the following page.] 08.22 6 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL: CONSULTANT: APPROVED AS TO FORM: Office of the City Attorney ON I H ( 6, By: GEN . E E COY' Assistant ity Attorney V Name: Title: [If CONSULTANT is a corporation, add signature of second corporate officer] ATTEST: By: City Clerk Name: Title: LINDSAY LARA, City Clerk v 08.22 7 EXHIBIT A SCOPE OF SERVICES The Services to be performed for CITY by CONSULTANT under this Agreement are more fully described in CONSULTANT's proposal, which is attached to this Exhibit A. Rev. 08.22 A-1 City of San Rafael Climate Action + Economic Enhancement and Inclusion Proposal from Emily Courtney Consulting Introduction The City of Rafael's current Climate Change Action Plan (CCAP), adopted in 2019, established ambitious targets to reduce emissions to 40% below 1990 levels by 2030 and 80% below 1990 levels by 2050. A key component of the Plan is to equitably decarbonize the economy. This means: s Helping current businesses reduce their greenhouse gas emissions, s Recruiting and establishing new green businesses that are low -carbon and support community greenhouse gas reductions, and ■ Creating or enhancing good quality, local green jobs. The plan for Climate Action + Economic Enhancement and Inclusion proposed here will guide the process of equitably decarbonizing the economy, with the goal of both shifting the mindset and practices in conventional occupations, and creating new ones, so that every job in San Rafael is a green job. The proposed plan will be designed to create a local culture in which every worker and employer is contributing to lowering greenhouse gas emissions through their daily practices, products, and/or services. The challenge and opportunity for the City of Rafael is to create a thriving, inclusive green economy that simultaneously creates equitable pathways into quality green jobs in a small community with limited financial resources. The purpose of this project is to identify opportunities, priorities, and actionable next steps to support San Rafael's economic ecosystem to be more resilient and regenerative while growing pathways to high road green jobs, especially for community members with barriers to employment from historically marginalized communities. This project will result in a clear and actionable workplan to support existing San Rafael businesses, develop the next generation of local green businesses, and provide outstanding workforce development pathways into high road careers that decarbonize our local economy. EW Key Question: The proposed project will investigate the key question: How can local climate action have the greatest equitable benefit on the local economy and workforce? Vision: The vision for this action plan, when implemented, is a more inclusive, resilient, ecologically beneficial, equitable, and inviting local economy that prioritizes economic inclusion and quality jobs. 0 The North Star that will guide the design of the proposed plan: The City of San Rafael meets and exceeds Climate Action goals while simultaneously: + Enhancing the quantity and quality of jobs available for San Rafael residents • Increasing the number and size of businesses in San Rafael and/or employing San Rafael residents • Increasing access to high quality green jobs for historically marginalized communities and individuals with barriers to employment • Increasing the quality of life for all beings in our community This project will support the City of San Rafael to operationalize its Economic Inclusion & Climate Action Vision, Goals, & Metrics: 2 Project Outcomes The proposed project will result in a report with key findings, recommendations, and provide the foundation for a workplan with detailed and actionable next steps. The report will include a list of priorities, policy recommendations, funding opportunities, and proposed programs for the City and identified partners to pursue. In addition, this process itself will help to create new connections that spur economic opportunities and promote environmental and social progress. Proposed Key Activities Is Conduct and compile existing secondary research on locally relevant findings and recommendations. Utilize existing local resources such as the City of San Rafael's CCAP Measures Matrix as a foundation to understand city green business and job opportunities. Review policy, technology, and funding opportunities to identify drivers of growing opportunities. Utilize tools such as those in the High -Road Workforce Guide for City Climate Action by Inclusive Economics to develop the design process for a place -based high -road workforce plan. Design and facilitate primary research to gather relevant information from business leaders, community-based organizations, schools and training partners, government agencies, and the local workforce. Information will be gathered through a mixed methodology of at least 8 focus groups/discussion groups, at least 8 individual meetings and attendance at meetings with existing groups, and at least 2 surveys. Primary research will result in key findings, recommendations, clear next steps, and new partnerships that support green business and workforce development. Primary and secondary research will be compiled and analyzed to form the foundation of the actionable workplan included in the project report. The report will: ■ Review and synthesize working definitions of a "low -carbon" business and "high road employment" ■ Identify a list of currently available, local good green jobs, including jobs that have untapped potential to utilize green skills and decarbonize the economy • Identify opportunities to improve job quality in green sectors/jobs that utilize green skills ■ Identify a list of existing occupations that need greening/green skills training • Identify emerging good green job opportunities • Identify a list of current and potential businesses and business models that support a low -carbon economy and fit San Rafael's unique context, factoring in emerging policy, technology, and funding opportunities • Prioritize a subset of these businesses and jobs that have the highest potential for triple bottom line benefits in San Rafael, as described in the City of San Rafael's Economic Inclusion & Climate Action Vision, Goals, & Metrics above • Develop an understanding of the barriers and opportunities that businesses and jobs face locally, and identify recommendations to mitigate the challenges • Identify relevant partners and map the ecosystem of recommended organizations to partner together, including, but not limited to, local economic development organizations, public and non-profit agencies, K -career training and education partners, and businesses. • Identify potential pathways to high -road local jobs that help lower San Rafael's carbon footprint and provide opportunity for upward economic mobility, especially among disadvantaged communities • Identify actionable steps to create or support equitable pathways into these high -road local jobs through new partnerships, enhanced programming, and assistance to access resilient funding streams to form and/or support high quality recruitment, training, and supportive services to build accessible pathways into these high -road green jobs • Generate a list of priority activities to support local businesses in reducing their carbon footprint while saving money, increasing revenues, creating high -road jobs, and building resilience • Identify potential funding sources, both existing and emerging, to support existing business decarbonization, the launch of new enterprises, and equitable pathways into high -road green jobs 4 This phase of information gathering, partnership development, report compilation, and action planning is envisioned to begin in October, 2022 and continue into the Summer/Fall of 2023. The outcomes of this phase will include: 6 Local partnership development Asset and opportunity identification, including funding opportunities, high functioning programs and partnerships, good green jobs that are currently difficult to fill, and emerging job and business opportunities An analysis that identifies the gaps that exist in the path to our north star An ecosystem map of partners + spreadsheet with key contacts g A report with key findings, recommendations, and next steps to: Leverage the great existing work being done to equitably decarbonize the economy in San Rafael Fill gaps and take action on the opportunities identified Secure identified funding opportunities Phase 2 of the project, Implementation, will ideally begin in summer/fall 2023, starting with securing funding to refine and implement the action plan designed in Phase I, including forming new policies, partnerships, and programs, as well as enhancing existing ones. The outcomes of the subsequent implementation phase will include additional funding, policies, programming, and partnerships to: + Create equitably accessible pathways into good green jobs with a qualified workforce • Improve job quality in currently low road green jobs • Provide green skills training in occupations that could create greater climate mitigation impacts (for example janitors, building operators, vehicle sales people, HVAC & hot water sales, etc. • Create new good green jobs • Create and expand green businesses ■ Green existing business practices: Enhance the green skills of business owners and workers Proposed Budget for Phase I: Not to Exceed $ 50,000 The proposed budget includes labor at a fully loaded hourly rate of $150 for: Research, Partnership Development, and reporting on Findings, Recommendations, and the foundation of an Action Plan. The budget also includes in-person meeting expenses for 8 focus groups/roundtable discussions, including food, beverages, consultant travel, bi-lingual co -facilitators, and participant stipends for workers. The budget for Phase 2 will be determined based on key findings, recommendations, the resulting action plan, and funding secured. EXHIBIT B INSURANCE REQUIREMENTS During the term of this Agreement, and for any time period set forth below, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in this Exhibit B. A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall maintain, at no expense to CITY, the following insurance policies: 1. [Intentionally omitted.] 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of $300,000 per occurrence. 3. Professional liability. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/one million dollars ($1,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. 4. Workers' compensation. If it employs any person, CONSULTANT shall maintain workers' compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. CONSULTANT's workers' compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or workers' compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONSULTANT's insurance policies shall be "primary and noncontributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONSULTANT'S policies shall be at least as broad as ISO form CG20 0104 13. 3. Except for professional liability insurance or workers' compensation Rev. 08.22 B-1 insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. By execution of this Agreement, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the Effective Date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured parry. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of the CONSULTANT under this Agreement. 9. 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 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 performance of Services will be submitted to CITY for review. 10. CONSULTANT agrees to be responsible for ensuring that no contract used by any party involved in any way with the Services 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. 08.22 B-2 C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONSULTANT's insurance policies must be declared to and approved by the CITY and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONSULTANT. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by the CITY. 08.22 B-3 RAF,` i7 A Z � R H 1 fT�wITH A' CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: City Manager Project Manager: Cory Bytof Extension: 3407 Contractor Name: Emily Courtney Consulting Contractor's Contact: Emily Courtney Contact's Email: courtney.emily@gmail.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor n/a 10/12/2022 b. Email contract (in Word) & attachments to City City Attorney Atty c/o Laraine.Gittens@cityofsanrafael.org ❑X CB 2 a. Review, revise, and comment on draft agreement 10/24/2022 ❑X GC and return to Project Manager 10/24/2022 ❑X GC b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 3 Project Manager Forward three (3) originals of final agreement to contractor for their signature 4 Project Manager When necessary, * contractor -signed agreementX❑ N/A agendized for Council approval *PSA > $20,000; or Purchase > $35,000; or Or Public Works Contract > $125,000 Date of Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 5 Project Manager Forward signed original agreements to City 11/29/22 CB Attorney with printed copy of this routing form 6 City Attorney Review and approve hard copy of signed 1-0511/7- agreement 7 City Attorney Review and approve insurance in PINS, and bonds (for Public Works Contracts) Agreement executed by Council authorized official I� � k 8 City Manager/ Mayor City Clerk 9 Attest signatures, retains original agreement and forwards copies to Project Manager f