HomeMy WebLinkAboutFD Fire Chief Executive Coaching; First AmendmentFIRST AMENDMENT TO AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN THE CITY OF SAN RAFAEL AND INEVERWORRY CONSULTING
THIS FIRST AMENDMENT is made and entered into as of this T day of
January . 2023, by and between the CITY OF SAN RAFAEL (hereinafter
"CITY"), and INEVERWORRY CONSULTING, LLC (hereinafter "CONSULTANT").
RECITALS
WHEREAS, the CITY and CONSULTANT entered into that certain June 29,
2022, Agreement for Professional Services (the "Agreement"), attached hereto as
Exhibit A, pursuant to which CONSULTANT provides executive coaching and
leadership strategy for the Fire Chief; and
WHEREAS, under the Agreement, CONSULTANT is performing a 6 month
coaching package, for which the CITY compensates CONSULTANT at $15,200; and
WHEREAS, the parties wish to amend the agreement to include an additional 6
month coaching package at an amount of $15,200, and amend the term of the
Agreement as set forth herein.
AMENDMENT TO AGREEMENT
NOW, THEREFORE, the parties hereby agree to amend the Agreement as
follows -
1 .
ollows:
1. Section 2, Duties of Consultant: CONSULTANT will perform an additional 6
months of services included in the 6 month coaching package, described in Exhibit "A"
to the Agreement.
2. Section 4, Compensation: For the CONSULTANT's performance of the
additional 6 month coaching package, the total amount of compensation to be paid to
CONSULTANT under the Agreement is hereby increased by $15,200, bringing the total
compensation from $15,200 to $30,400.
3. Section 5, Term of the Agreement: The term of the Agreement is hereby
extended through November 30, 2023.
4. Except as specifically amended herein, all of the other provisions, terms and
obligations of the Agreement between the parties shall remain valid and shall be in full
force.
IN WITNESS WHEREOF, the parties have executed this First Amendment on
the day, month, and year first above written.
CITY OF SAN RAFAEL
r
JIM CH Z, Cit ana er
ATTEST:
-Ar LINDSAY LARA, City Clerk
AS TO FORM
100034:i11121111=J
Fxhihitc
IN, City Attorney
Exhibit A - Original Agreement
7
CONSULTANT
By: �'
Title: Ei Consultant
[If CONSULTANT is a corporation, add
signature of second corporate officer]
0
Name:
Title:
AGREEMENT FOR PROFESSIONAL SERVICES WITH
INEVERWORRY CONSULTING
This Agreement is made and entered into this day of J-GN1L 20by
and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and INEVERWORRY
CONSULTING, LLC (hereinafter "CONSULTANT").
RECITALS
WHEREAS, the CITY has determined that professional services are required for executive
coaching and leadership strategy for the Fire Chief; and
WHEREAS, the CONSULTANT has agreed to render such services;
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
PROJECT COORDINATION.
A. CITY'S Project Manager. The City Manager 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. Derek Bedford 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.
2. DUTIES OF CONSULTANT.
CONSULTANT shall perform the duties and/or provide services as follows:
As requested by the PROJECT MANAGER, CONSULTANT shall provide executive coaching,
specifically building a stronger rapport with the members of the SRFD, removing barriers that might
prevent success, and assisting with the development of alignment/consistency among the leadership
team including the BCs and DCs. Individualized coaching to include 24 weekly calls, 12 in -Person
Coaching sessions (bi-weekly, in-person) and access to the online 30 Day Emotional Wellness
Program as outlined in the CONSULTANT'S "Executive Coaching Proposal", marked as Exhibit
"A," attached hereto, and incorporated herein.
DUTIES OF CITY.
CITY shall compensate CONSULTANT as provided in Paragraph 4, and shall perform the
Exhibit A
duties as described in Exhibit "A" attached hereto and incorporated herein.
4. COMPENSATION.
For the full performance of the services described herein by CONSULTANT, CITY shall
pay CONSULTANT on a time and materials basis for services rendered at the hourly rates shown in
CONSULTANT'S 6 Month Coaching Package included in Exhibit "A" attached, in a total contract
amount not to exceed $15,200, including reimbursable expenses.
TERM OF AGREEMENT.
The term of this Agreement shall be for 12 months commencing on May 16, 2022 and ending
on May 31, 2023. Upon mutual agreement of the parties, and subject to the approval of the City
Manager the term of this Agreement may be extended for an additional period of up to 6 months.
6. 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 parry, 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.
7. 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.
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.
Revised 7/13/2021
9. 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.
10. INSURANCE.
A. Scope of Coverage. During the tern of this Agreement, CONSULTANT shall
maintain, at no expense to CITY, the following insurance policies:
1. A commercial general liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death,
bodily injury, personal injury, or property damage.
2. An automobile liability (owned, non -owned, and hired vehicles) insurance
policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence.
3. 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/two million dollars ($2,000,000) 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. If it employs any person, CONSULTANT shall maintain worker's
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 worker's 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 worker's 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
Revised 7/13/2021
ISO form CG20 0104 13-
3. Except for professional liability insurance or worker's compensation
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 party. 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.
C. Deductibles and SIR's. Any deductibles or self-insured retentions in
CONSULTANT's insurance policies must be declared to and approved by the PROJECT
MANAGER and City Attorney 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
or CITY'S City Attorney 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
Revised 7/13/2021
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 PROJECT
MANAGER and the City Attorney.
11. 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. 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 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.
12. 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.
13. 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
Revised 7/13/2021
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.
14. 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.
15. 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 by
email, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of
personal delivery, or if emailed, upon the date of sending the email. Notice shall be given as follows:
TO CITY's Project Manager:
TO CONSULTANT's Project Director:
16. INDEPENDENT CONTRACTOR.
Jim Schutz
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94901
Email: l i m. sc liu tz�].c ityo fsanrafael . org
Derek Bedford
iNeverWorry Consulting
Email: db.bedford@ineverworry.com
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.
17. 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
Revised 7/13/2021
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.
18. 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.
19. 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
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 party 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 party of any term, condition, covenant ofthis Agreement or any applicable law, ordinance
or regulation.
20. COSTS AND ATTORNEY'S FEES.
The prevailing party 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.
21. 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 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).
22. 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.
Revised 7/13/2021
23. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
24. 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.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
Ji Sc utz, City ana er
ATTEST:
LINDSAY LARA, City Clerk
APPROVED AS TO FORM:
CONSULTANT
By:
Name: Derek Bedford
[If CONSULTANT is a corporation, add signature of
second corporate officer]
Byl
Name:
j Title:
ROBER�f F. EPSTEIN, City Attomey
Revised 7/13/2021
Exhibit A
E X E A C'U T � V E 1 0- � A ( Ur �� N I
PROPOSAL
Prepared by
DB Bedford
Executives, leaders, sales professionals and managers benefit from personalized confidential coaching.
Sometimes we all get stuck and need a more useful perspective in order to enhance performance and
get long term results. Individualized coaching is designed to generate powerful sustainable results
around topics such as:
■ Emotional Intelligence for increasing self-awareness, including values, strengths, and blind
spots.
■ Deepening leadership presence and positively influencing others
• Creating and sustaining healthy and mutually -rewarding relationships
Lessening interpersonal conflicts and addressing tough topics in challenging conversations
• Remaining calm, centered and grounded under stressful circumstances
• Building a collaborative culture and inclusive sense of community where the team contributes at
their best.
• Adaptability and resilience to ongoing challenges that Executive Leaders will inevitably have to
manage within the organization.
iNeverWorry Consulting provides you with the most empowering, supportive and productive coaching
relationship possible and we are committed to our strategies but flexible with the approach. Collectively
we will set goals and outcomes while being very intentional with making sure each target is hit. We will
provide resources and tools along the coaching journey, so that new ways of thinking and behaviors are
maintained.
All packages include weekly coaching calls and 2 onsite visits per month to assess the work environment
and provide in person coaching. All coaching appointments that are missed by client will be deemed as
taken and full fees apply. Appointment changes require a 24 hour in advance notice. Each package
includes reasonable extra support in-between scheduled coaching sessions via email and fifteen minute
phone -calls. We understand that sessions may run over the stated timeframes and when that happens
we will not charge extra because client support is extremely important.
Exhibit A
3 Month Coaching Package $7600.00
■ 12 Coaching Calls (Weekly Calls)
• 6 in Person Coaching Sessions (Bi Weekly in person)
6 Month Coaching Package $15,200
* 24 Coaching Calls (Weekly Calls)
■ 12 in Person Coaching Sessions (Bi Weekly in person)
* Access to online 30 Days Emotional Wellness Program
12 Month Coaching Package $30,400
• 48 Coaching Calls (Weekly Calls)
* 24 in Person Coaching Session (Bi Weekly in person)
■ Full Access to iNeverWorry Academy online courses
• Bonus Ei Books and Workbook
Terms and Conditions
1. The Parties
This proposal shall serve as an agreement between iNeverWorry Consulting ("The Company") and
San Rafeal Fire Department ("The Client") for Executive Coaching Services.
2. Services
The Client will receive coaching services from the coach based on package selecting. The Client and
the coach shall follow the coaching schedule. If the Coach or the Client wishes to cancel this
agreement, written notification must be sent to the other party 30 days before the cancellation.
3. Deposit Required
The Client must pay a deposit 25% deposit before services begin then pay remaining balance
monthly during coaching time period based on package selection.
4. Payments
The Client will receive an invoice on the 1st day of each month after all the coach's services have
been rendered from the prior month.
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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: Fire
Project Manager: Thomas Wong Extension: x5360
Contractor Name: iNeverWorry
Contractor's Contact: Derek bedford Contact's Email: db.bedford@ineverworry.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE
DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
DATE
Click here to
Check/initial
❑
1 Project Manager
a. Email PINS Introductory Notice to Contractor
enter a date.
b. Email contract (in Word) and attachments to City
5/6/2022
Attorney c/o Laraine.Gittens@cityofsanrafael.org
0
2 City Attorney
a. Review, revise, and comment on draft agreement
5/9/2022
Cxl LG
jand
return to Project Manager
5/9/2022
I '1 LG
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
Click or tap
❑
contractor
to enter a
Forward three (3) originals of final agreement to
date.
4
_
Project Manager
5/11/2022
contractor for their signature
TW
5
Project Manager
When necessary, contractor -signed agreement
❑ N/A
agendized for City Council approval *
*City Council approval required for Professional Services
❑
Agreements and purchases of goods and services that exceed
Or
$75,000; and for Public Works Contracts that exceed $175,000
Click here to
Date of City Council approval
enter a date.
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
6
Project Manager
Forward signed original agreements to City
5/11/22
TW
I Attorney with printed copy of this routing form
7
City Attorney
Review and approve hard copy of signed
(0I 7 6)U6I ZZ
agreement
8
City Attorney
Review and approve insurance in PINS, and bonds
(for Public Works Contracts) LDl>-611 GWS V4 • -D
9
City Manager/ Mayor
Agreement executed by City Council authorized
official
10
City Clerk
Attest signatures, retains original agreement and
,
forwards copies to Project Manager
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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: Fire
Project Manager: Thomas Wong Extension: x5360
Contractor Name: iNeverWorry
Contractor's Contact: Derek bedford Contact's Email: db.bedford@ineverworry.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
Project Manager a. Email PINS Introductory Notice to Contractor
DATE _
Click here to
Check/Initial
❑
1
enter a date.
b. Email contract (in Word) and attachments to City
1/9/2023
Attorney c/o Laraine.Gittens@cityofsanrafael.org
2 City Attorney
a. Review, revise, and comment on draft agreement
1/11/23
❑X GC
and return to Project Manager
1/11/23
❑X Gc
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
Approval of final agreement form to send to
0 _DW_
3 Department Director
1/11/2023
contractor
4 Project Manager
Forward three (3) originals of final agreement to
1 1/12/2023
contractor for their signature
When necessary, contractor -signed agreement
5
Project Manager
❑X N/A
agendized for City Council approval *
*City Council approval required for Professional Services
Agreements and purchases of goods and services that exceed
Or
$75,000; and for Public Works Contracts that exceed $175,000
Click here to
Date of City Council approval
enter a date,
PRINT
CONTINUE ROUTING PROCESS WITH HARD COPY
6
Project Manager
Forward signed original agreements to City
1/12/23
TW
Attorney with printed copy of this routing form
7
City Attorney
Review and approve hard copy of signed
I�
City Attorney
agreement
Review and approve insurance in PINS , and bonds
8
(for Public Works Contracts)
9
City Manager/ Mayor Agreement executed by City Council authorized
official
City Clerk Attest signatures, retains original agreement and
10
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forwards copies to Project Manager