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HomeMy WebLinkAboutHR Educational Training 2017CONSULTING SERVICES AGREEMENT
This Agreement was entered into on October 9 , 2017, by and between 34th Street, Inc. ("COMPANY'),
located at 3332 Heights Drive, Suite 215, Cameron Park, California 95682 and City of San Rafael
("CLIENT"), located at 1400 Fifth Avenue, San Rafael, California 94901.
WITNESSETH
WHEREAS, CLIENT wishes to retain COMPANY, for itself or a subsidiary, for professional and technical
services as set forth below; and
WHEREAS, COMPANY wishes to provide the aforesaid services;
NOW THEREFORE
In consideration of the foregoing and the promises and undertakings set forth herein, the parties agree as
follows:
1. CONTRACT TERM This contract period shall be from the commencement of work on October 12,
2017 through October 12, 2017, or through date of extension by mutual written agreement for
continued services.
2. GENERAL COMPANY hereby agrees to provide CLIENT with services as set forth in Exhibit A hereto
(Scope of Services). The services will be provided at mutually agreeable locations in the City of San
Rafael, the scope of which may change during the term of this Agreement. CLIENT hereby agrees to
pay COMPANY and COMPANY agrees to accept in full satisfaction for its services rendered
hereunder, compensation in accordance with the fees specified in the Scope of Services. The terms
of this Agreement and its Exhibits, shall constitute the entire contract between the parties. This
Agreement may be amended or modified only in writing if agreed to and signed by COMPANY and
CLIENT.
3. INDEPENDENT CONTRACTOR COMPANY agrees that its relationship to CLIENT is that of an
independent contractor and, as such, that COMPANY is wholly responsible for all of its own taxes,
withholdings and/or similar matters. It is agreed and understood that COMPANY has no authority or
power to act for, enter into contracts of any type or incur any liability or obligation on behalf of or for
CLIENT.
4. CLIENT RESPONSIBILITIES
A. Client shall provide the data and access to personnel necessary to assist COMPANY in
performing the Services, including but not limited to those listed in Exhibit A Attached.
B. CLIENT acknowledges that in performing the Services, COMPANY shall rely on all information
furnished by CLIENT and on any decisions made or approvals given by Client in connection with the
Services. COMPANY shall be under no obligation to verify or investigate the accuracy or
completeness of the data and information provided by CLIENT, and COMPANY shall have no liability
or responsibility for any inaccuracies in the data or information and/or for any reports, services,
materials, or documents prepared or provided to CLIENT based on such inaccurate or incomplete
data or information.
5. DEFEND & INDEMNIFY
A. CLIENT shall indemnify, defend and hold harmless COMPANY, its directors, officers, agents and
employees from any and all causes of actions, claims, damage loss, costs, and expenses attributable
to the negligent or otherwise wrongful acts or omissions of CLIENT or CLIENT's employees, agents,
representatives or contractors.
Lt. , 3 - �p LP lv
B. COMPANY shall indemnify, defend, and hold harmless CLIENT, its directors, officers, agents and
employees from any and all causes of actions, claims, damage, loss, costs and expenses resulting
from COMPANY's failure to protect against disclosure of Confidential Information, as defined in
Section 6, as well as for COMPANY's misappropriation of Confidential Information, as defined in
Section 6.
C. COMPANY shall defend and indemnify CLIENT from and against all claims, damage, liability and
expenses (including but not limited to court costs and reasonable attorney's fees) related to or arising
out of allegations that the services rendered by COMPANY infringe on any patent, copyright or other
intellectual property right enforceable in the United States.
D. The above defense, indemnification and hold harmless undertakings by the parties shall survive
the termination of this Agreement.
6. CONFIDENTIALITY COMPANY, or anyone acting on its behalf, acknowledges that it may receive
CLIENT's confidential or proprietary business information or trade secrets of CLIENT in the course of
rendering its services. In addition, COMPANY, or anyone acting on its behalf, acknowledges that
CLIENT has in its possession insurance claim files of others, and that those files contain non-public
personal information protected against disclosure by the Gramm -Leach -Bliley Act, 15 U.S.C. 6801-
6809, et. seq and/or personal health information protected against disclosure by the Health Insurance
Portability and Accountability Act, 42 U.S.C. 1301, et. seq. ("HIPAA" ). The information in those files
and CLIENT's confidential or proprietary business information or trade secrets are collectively
referred to as "Confidential Information". As between CLIENT and COMPANY and for purposes of
this Agreement, all Confidential Information shall be deemed owned by CLIENT. COMPANY, or
anyone acting on its behalf, agrees to hold such Confidential Information in confidence and to protect
such Confidential Information with at least the same degree of care as it normally exercises to protect
its own confidential or proprietary information or trade secrets of a similar nature. COMPANY, or
anyone acting on its behalf, further agrees to not disclose such Confidential Information to any third
party without the prior written approval of CLIENT. COMPANY shall promptly notify CLIENT in the
event of a failure to comply with its obligations under this Section 4. To the extent required by law,
this Agreement shall be a "Business Associate Agreement" as defined and required by HIPAA.
COMPANY agrees that all CLIENT data provided to COMPANY under this Agreement shall be
received in confidence and shall not be disclosed to any third parties, except as reasonably
necessary for COMPANY to perform its services hereunder or to comply with any validly issued
subpoena or court order; provided, that to the extent not prohibited by law, COMPANY shall provide
prior written notice of such disclosure to CLIENT so that CLIENT may have a chance to review such
disclosure, object to such disclosure, and, if applicable, seek confidential treatment of any data to be
included in such disclosure.
The Services and work product provided by COMPANY hereunder are provided for the exclusive use
of CLIENT. Notwithstanding the foregoing, nothing contained herein shall prohibit COMPANY from
using any of COMPANY's general knowledge or knowledge acquired under this Agreement to
perform similar services for others; provided however, that COMPANY shall not use any of CLIENT's
confidential information in providing services to others.
7. TERMINATION OF AGREEMENT CLIENT and COMPANY shall have the right to terminate this
Agreement, with or without cause, at any time upon 30 days' prior written notice to the other. After
this agreement is terminated, CLIENT shall compensate COMPANY for professional time provided
and expenses incurred up to and including the date of termination. All CLIENT Documents secured to
the point of contract termination shall be returned to CLIENT upon request.
8. INSURANCE
A. To the extent required by law, COMPANY will obtain and maintain Workers' Compensation
Insurance for its employees, with policy limits no less than the minimum statutory requirements.
COMPANY will provide CLIENT with a Waiver of Subrogation in accordance with the aforementioned
Page 2of5
Workers' Compensation Insurance. COMPANY will provide CLIENT with a Certificate of Insurance
which reflects the aforesaid coverage.
B. COMPANY will obtain and maintain Commercial General Liability (CGL) Insurance, with broad
form coverage, and Professional Liability Insurance specific to the services provided under this
Agreement. COMPANY will provide CLIENT with Certificates of Insurance which reflect the approved
limits of liability. The policy limits shall not be less than one million dollars ($1,000,000) in CGL, and
not less than two million dollars ($2,000,000) in Professional Liability Insurance coverage.
9. REPRESENTATIONS
The services to be provided by COMPANY are not of a legal or accounting nature and COMPANY
shall in no event give, or be required to give, any legal opinion or provide any legal or accounting
representation to CLIENT.
10. INTELLECTUAL PROPERTY RIGHTS
CLIENT acknowledges that COMPANY's processes, know-how, materials, and computer systems
(hereinafter collectively referred to as "Works") are proprietary. Neither CLIENT nor anyone acting on
its behalf will acquire any rights of any kind whatsoever in COMPAMNY's Works or any part thereof.
To the extent or anyone acting on its behalf provides services, whether related to COMPANY's Works
or otherwise, all such services and anything COMPANY or anyone acting on its behalf develops in
connection with this Agreement shall be considered a work for hire and shall be the sole and
exclusive property of COMPANY.
To the extent CLIENT has any rights in anything developed under this Agreement, notwithstanding
the foregoing, this Agreement constitutes an assignment to COMPANY of all patent, copyright, and all
other intellectual property developed during the assignment, including without limitation, all rights in
flow charts, code, descriptive materials, data structures, screen layouts and business processes and
CLIENT hereby grants and shall grant a perpetual, exclusive, fully -paid, transferable, worldwide
license in and to such intellectual property.
11. WARRANTIES
In addition to all warranties, expressed or implied, established by statutes or common law, or
elsewhere set forth. COMPANY warrants that all goods provided and/or services rendered will
conform to all specifications, drawings, samples and any other description, furnished or adopted by
CLIENT, and will be of best quality and fit and sufficient for the purposes intended. COMPANY
warrants that it possesses proper rights to provide services and that said services are free from any
lien or encumbrance of any kind. COMPANY warrants that it and its employees have secured and
possess all required licenses necessary to provide the agreed upon goods and/or services.
COMPANY warrants that all goods provided and services rendered comply with all applicable laws,
regulations and codes.
12. ASSIGNABILITY
This Agreement, in its entirety and each and every provision hereto, shall inure to the benefit of
COMPANY and CLIENT. Neither COMPANY nor CLIENT may assign this Agreement without written
consent from both parties and any such assignment shall be null and void.
13. WAIVER
Any failure by either party to enforce or require strict performance of any terms or conditions of this
Agreement shall not constitute a waiver thereof by such and party may at any time avail itself of the
remedies it may have for any breach of the terms hereof.
14. PRIOR AGREEMENTS
The terms and conditions of this Agreement, including those terms and conditions set forth in the
Scope of Services, shall supersede any and all prior agreements between CLIENT and COMPANY
and render those prior agreements null and void.
Page 3 of 5
15. GOVERNING LAW
This Agreement shall be governed by the laws of the State of California, without giving effect to any
Conflict of Laws principles.
16. DISPUTES
In the event of a dispute between the parties leading to litigation, the parties agree and stipulate that
such litigation shall be resolved in the Superior Court of the State of California. In the event of a
dispute between the parties resulting in litigation, the prevailing party may, in addition to any other
relief obtained, recover its court costs and reasonable attorney's fees.
17. NAME USAGE
Except as necessary for CLIENT to perform its duties as set forth in this Agreement, CLIENT shall not
utilize COMPANY's trade names, logos, trademarks, service marks or other identification in any press
release, advertisement, marketing material, promotional literature, article, presentation or other type
of communication, without the prior written consent of COMPANY, which consent may be withheld or
denied in COMPANY's sole discretion.
18. NON -SOLICITATION
CLIENT shall not hire any employee of COMPANY or induce any employee of COMPANY to
terminate his or her employment (or encourage, and aid or abet any third party to do the same) at any
time during which this Agreement or any extension or renewal thereof is in effect and for a period of
twelve (12) months thereafter. CLIENT agrees and acknowledges that COMPANY has invested time
and resources in training its personnel and that COMPANY will suffer harm, the extent of which is
difficult to quantify, should CLIENT directly or indirectly cause COMPANY's employee to terminate
their employment with COMPANY. Therefore, in the event that CLIENT violates this provision,
CLIENT shall be liable to COMPANY for liquidated damages in a sum equal to the employee's salary
for two (2) years based on the employee's salary over the two (2) months prior to the termination of
that employee's employment with COMPANY.
CITY OF SAN RAFAEL
N., -,V&
JI S UTZ, City an er
ATTEST:
ESTHER BEIRNE, City Clerk
APPROVED AS TO FORM:
J'Ji'A_ riff—
ROBERT F. EPST IN, Cik Attorn
Execution Date: OCTOBER _, 2017
34TH STREET, INC.
GERRY PRECIADO, President
Execution Date: OCTOBER _Z-, 2017
Page 4 of 5
Exhibit A
COMPANY shall provide to CLIENT ONE education session focused on communication, sensitivity,
conflict resolution and creating an inclusive workplace environment. The session will be interactive with
the participants and provide opportunity for the participants to engage the presenter with questions and
queries.
The session will be conducted on October 12, 2017 by Gerry Preciado at a location to be determined by
the CLIENT.
The cost of the session shall be Two Thousand One Hundred and Fifty Dollars ($2,150.00). Payment
should be delivered to client upon completion of presentation.
Page 5 of 5
ACORO® CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DDYYY)
/Y
TO WHICH THIS
09/02/2017
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 INSURANCE 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 be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
CONTACT
NAME:
Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA
ac No. Ertl. (888) 202-3007 _La Nal.
520 Madison Avenue
E-MAIL
ADDRESS: contact@hiscox.com
32nd Floor
INSURERS AFFORDING COVERAGE NAIC #
_
INSURER A: Hiscox Insurance Company Inc 10200
New York, NY 10022
INSURER 8
INSURED
INSURER C:
34th Street Inc.
INSURER D:
3332 Heights Dr #215
GEN.L AGGREGATE LIMIT APPLIES PER:
INSURER E: k
Cameron Park CA 95682
INSURER F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
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, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
ACCORDANCE WITH THE POLICY PROVISIONS.
INSR ADDLTYPE OF INSURANCE INSD MD POLICY NUMBER MM POLICY MMIDD EXP
LTR
LIMITS
X COMMERCIAL GENERAL LIABILITY
_ CLAIMS -MADE !_ OCCUR
%�
EACH OCCURRENCE
S 2,000,000
DAMAGE TO RENTED
PREMISES Ea occurrence S
100,00
MED EXP (Any one person)
S. 5,000
PERSONAL a ADV INJURY
S 2,000,000
A
UDC -2055336 -CGL -17 09/01/2017 09/01/2018
GEN.L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE
S 2,000,000
_
X POLICY JECOT- LOC
PRODUCTS -COMP/OP AGG
S SIT Gen. Agg.
S
OTHER:
_ _
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT
Ea accident
S
BODILY INJURY (Per person)
S
ANY AUTO
ALL OWNED SCHEDULED
AUTOS AUTOS
BODILY INJURY (Per accident)
S
NON -OWNED :I
HIRED AUTOS AUTOS �.:j ..
PROPERTY DAMAGE
Per accident
S
S
1]
UMBRELLALIAB
OCCUR
EACH OCCURRENCE
S
AGGREGATE
S
EXCESS LIAB
CLAIMS -MADE
DED RETENTION $
S
WORKERS COMPENSATION
PEROTH-
AND EMPLOYERS' LIABILITY YIN
STATUTE ER
ANYPROPRIETORIPARTNERIEXECUTIVE
E.L. EACH ACCIDENT
S
OFFICERIMEMBER EXCLUDED? ❑' N I A
E.L. DISEASE - EA EMPLOYEE S
(Mandatory In NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
E.L. DISEASE -POLICY LIMIT
S
DESCRIPTION OF OPERATIONS/ LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached If more space Is required)
CERTIFICATE HOLDER CANCELLATION
@ 1988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
@ 1988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
ACOR" CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DDfYYYY)
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
09/02/2017
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 INSURANCE 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 be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
CONTACT
NAME:
Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA
PHCNNo Ex : (88OE 8) 202-3007 iaCyN
520 Madison Avenue
E-MAIL
ADDRESS: contact@hISCOX.COm
32nd Floor
INSURERS AFFORDING COVERAGE NAIC #
INSURER A: Hiscox Insurance Company Inc 10200
New York, NY 10022
INSURED
INSURER B: _
34th Street Inc.
INSURERC:
3332 Heights Dr #215
INSURER D:
INSURER E :
Cameron Park CA 95682
1 INSURER F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
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, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
_
INSR rypE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP LIMITS
LTR POLICYNUMBER MM/DDIYYYY MM/DD
ACCORDANCE WITH THE POLICY PROVISIONS.
COMMERCIAL GENERAL LIABILITY
AUTHORIZED REPRESENTATIVE
r
EACH OCCURRENCE S
CLAIMS -MADE OCCUR
DAMAG O RENT D
PREMISES Ea occurrence S
MED EXP (Any one person) s
ILI
PERSONAL 8 ADV INJURY S
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE $
JECT POLICY r7 PRO —]LOC
PRODUCTS - COMP/OP AGG S
S
OTHER:
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT $
Ea accident
BODILY INJURY (Per person) $
ANY AUTO
ALL OWNED SCHEDULED
AUTOS AUTOS
NON -OWNED
HIREDAUTOS AUTOS
BODILY INJURY (Per accident) S
Per ac den DAMAGE $
S
UMBRELLA LIAB OCCUR
EXCESS LIAB CLAIMS -MADE
EACH OCCURRENCE S
AGGREGATE s
s
DED T RETENTION $
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY Y / N
PER OTH-
STATUTE I I ER
ANYPROPRiETORIPARTNER/EXECUTIVE
E.L. EACH ACCIDENT s
❑' N / A
OFFICER'MEMBER EXCLUDED?
E.L. DISEASE - EA EMPLOYEE S
(Mandatory In NH)
If yes, describe Under
DESCRIPTION OF OPERATIONS below
I
I E.L. DISEASE -POLICY LIMIT s
Professional Liability
Each Claim: $ 2,000,000
A UDC -2055336 -EO -17
09/01/2017 09/01/2018
Aggregate: $ 2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required)
CERTIFICATE HOLDER CANCELLATION
©1988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
r
©1988-2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
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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: Human Resources
Project Manager: Stacey Peterson
Extension: x3069
Contractor Name: 34`h Street, Inc.
Contractor's Contact: Gerry Preciado
Contact's Email: gerrypreciado@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
❑
9/25/2017
j
b. Email contract (in Word) & attachments to City
City Attorney
Atty c/o Laraine.Gittens@cityofsanrafael.org
❑
2
a. Review, revise, and comment on draft agreement
9/26/2017
and return to Project Manager
N/A
❑
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
9/27/2017
❑
contractor for their signature
4
Project Manager
When necessary, * contractor -signed agreement
® N/A
agendized for Council approval
*PSA > $20,000; or Purchase > $35,000; or
Or
❑
Public Works Contract > $125,000
Date of Council approval
Click here to
enter a date.
PRINT _
CONTINUE ROUTING PROCESS WITH HARD COPY
5
Project Manager _
I Forward signed original agreements to City
10/5/17
Attorney with printed copy of this routing form
6
City Attorney
Review and approve hard copy of signed
)
/D/g
_
City Attorney
agreement
/`7
7
Review and approve insurance in PINS, and bonds
(for Public Works Contracts)
8 City Manager/ Mayor Agreement executed by Council authorized official
p 1-7
f l
9 City Clerk Attest signatures, retains original agreement and
__. _... forwards copies to Project Manager
l o /ro Jt
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