HomeMy WebLinkAboutCC Resolution 13735 (Downtown Retail Recuitment Study)RESOLUTION NO. 13735
RESOLUTION OF THE SAN RAFAEL CITY COUNCIL AUTHORIZING THE CITY
MANAGER TO EXECUTE AN AGREEMENT FOR PROFESSIONAL SERVICES WITH
MJB CONSULTING FOR A DOWNTOWN RETAIL RECRUITMENT STUDY IN AN
AMOUNT NOT TO EXCEED $40,000
WHEREAS, Downtown San Rafael businesses are an important contributor to the City of San
Rafael's local economy; and
WHEREAS, Downtown San Rafael provides a place to live, work, shop, eat, and recreate
which allows San Rafael residents to `Live Life Locally' and helps build community, strengthen
neighborhoods, and nurture friendships; and
WHEREAS, Downtown San Rafael businesses help keep more money within San Rafael
because more of it is re -invested in the local community which benefits the San Rafael economy; and
WHEREAS, City Council approved Ordinance number 1912 at its June 3, 2013 meeting which
expanded the Downtown San Rafael Business Improvement District (BID) to include over 700
businesses within the downtown area; and
WHEREAS, City staff has worked closely with members of the BID to identify actions that
will improve the vitality of the downtown area; and
WHEREAS, the BID and City staff agree that a retail recruitment strategy is necessary to
provide direction on developing a strategy for retail recruitment; and
WHEREAS, MJB Consulting has the experience and professional expertise to prepare a
Downtown Retail Recruitment Study; and
WHEREAS, the BID Board applied for funding from the Target Settlement Fund Committee
and received an allocation of $3,000 in 2013 and $7,000 in 2014; and
WHEREAS, at its January 10, 2014 meeting, the BID Board approved the $10,000 to be
allocated to the retail study; and
WHEREAS, the City of San Rafael will contribute an additional $30,000 to the contract to
snatch the $10,000 in funding from the BID and the Target Fund.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael does
hereby authorize the City Manager to execute, on behalf of the City of San Rafael, an Agreement for
Professional Services with MJB Consulting, in a form to be approved by the City Attorney, to perform
the services shown on the "Scope of Work" from MJB Consulting attached hereto as Attachment 1 and
incorporated herein, for a not -to -exceed amount of $40,000.
1, ESTHER BEIRNE, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was
duly and regularly introduced and adopted at a meeting of the City Council of said City held on
Monday, the 2nd of June, 2014, by the following vote, to wit:
AYES:
NOES
ABSENT
COUNCILMEMBERS: Bushey, Colin, Connolly, McCullough & Mayor Phillips
COUNCILMEMBERS: None
COUNCILMEMBERS: None
ESTHER BEIRNE, City Clerk
Attachment 1
Scope of Work
Downtown San Rafael Retail Recruitment
MJB Consulting — Michael Berne
PHASE 1: RETAIL ANALYSIS AND STRATEGY (working with a steering committee)
• Review of relevant past studies/plans and media clippings
• Client -guided walking tour of the study area
• Self -guided walking and driving tours of the study area and environs
• Assessment of existing retail mix and businesses (including informal merchant interviews)
• Focus group with existing merchants
• Consider "site-specific" factors (e.g. traffic drivers, visibility/ access, parking, "brand"/perceptions, etc.)
• Development of a survey instrument and review of tabulations (with surveys to be administered, and results
tabulated, by client/interns)
• Review and evaluate competing business districts and shopping centers
• Interviews with local retail brokers, self -leasing landlords/developers and one local residential broker
• Creation of a demographic/psycho-graphic `niche' profile (including proprietary lifestyle segment analysis)
• Meetings with City Council's Economic Development sub -committee, City staffers as well as major
stakeholders (with direct relevance to Downtown retail)
• Evaluation of possible roles for the Client in retail attraction -- which can range from basic information
clearinghouse to ongoing recruitment efforts, depending on capacity, likely impact, etc.
• Composition of a written piece (and delivery of a PPT presentation), to include a detailed retail "positioning"
and tenanting strategy (i.e. target customer, corresponding mix, priority blocks/sites, etc.); recommendations
for other related projects and initiatives; and guidance on appropriate next steps
Phase I cost is $16,500 with deliverable of an `executive summary' memo and Powerpoint presentation.
PHASE II: OUTREACH
A minimum of ten presentations and face to face meetings designed to persuade key stakeholders to accept the retail
positioning/tenanting strategy. These outreach meetings with landlords, brokers, merchants, and other stakeholders
are critical to ensure the active support of those in a position to make investment and tenanting decisions. The
meetings will include a review of the initial strategy developed in Phase I as well as a case for participation in the
retail attraction to be undertaken in Phase III. This outreach will involve in-depth discussions of business
opportunities and focus on those properties that offer the most potential for future investment. The ultimate success
of the downtown retail attraction efforts will be severely handicapped without the engagement of key stakeholders.
Phase II cost is $6,000 with a deliverable of a summary memo of the outreach meetings.
PHASE III: FIRST ROUND OF RETAIL ATTR=ACTION
• Canvassing of and screening for prospective tenants (involving visits to comparable marketsldistricts and
reference to proprietary databases). arriving at a list of fifteen (15) targets
• Development of one-page: "detail sheets" on each. w ith relevant information for recruitment }purposes (e.`Y,
sire cretlim orthincss, real estate criteria. comparable locations, etc.)
• Outreach to the fifteen ( 15) targets, "pitching'' Downtown San Rafacl and the oppc}rtunity that it offers land
referring interested leads to landlords, brokers of spaces that snatch their criteria)
• Alemo summarising outcomes and guidance on future recruitment efforts
Phase III cost is $17,500 with the deliverable of 15 taroct retailers w ith detail sheets and initial outreach. Prepare
memo sunlmarizint UUtlUmc'ti E111d directions for future reCrultlnent efforts.
Total Contract Cost $ -10,000
Legs BID Target Ftitxic (IS If%fN)t )
Total City Funds $ 30,000
FOR DOWNTOWN RETAIL RECRUITMENT STUDY
This Agreement is made and entered into this2J57 day of Crw, Y , 2014, by
and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and Michael J. Berne dba MJB
Consulting (hereinafter "CONTRACTOR").
RECITALS
WHEREAS, CITY seeks to increase the vibrancy of Downtown San Rafael through an
increase in retail and restaurant businesses located downtown; and
WHEREAS, in connection with its desire to increase the retail and restaurant options within
the downtown. CITY desires to obtain retail recruitment assistance; and
WHEREAS, CONTRACTOR has the professional expertise to provide the retail
recruitment assistance needed by CITY; and
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
1. PROJECT COORDINATION.
A. CITY'S Project Manager. Tom Adams, Economic Development Specialist, 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. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONTRACTOR. Michael J. Berne is hereby designated as the PROJECT
DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the
execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the
CONTRACTOR shall notify the CITY within ten (10) business days of the substitution.
2. DUTIES OF CONTRACTOR.
CONTRACTOR shall perform the duties and/or provide services as detailed in Exhibit A.
3. DUTIES OF CITY.
CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as
follows: Provide CONTRACTOR with relevant past studies and plans; Assist CONTRACTOR in
setting up meetings with merchants, real estate brokers, landlords, developers, and other interested
parties; Assist CONTRACTOR with collection of relevant data; Take CONTRACTOR on a
walking tour of the Downtown.
4. COMPENSATION.
CITY shall pay CONTRACTOR, for the frill performance by CONTRACTOR of the
services described in Exhibit A, a not to exceed Project Total of $40,000.
Payment will be made monthly upon receipt by PROJECT MANAGER of itemized
invoices submitted by CONTRACTOR per the hourly rate as specified in Exhibit B subject to the
not to exceed amount for each phase of the project as specified in Exhibit A. The payment schedule
will include the CITY paying CONTRACTOR an up -front retainer payment of $10,000. CITY
will withhold the final payment of $8,000 to be paid to CONTRACTOR upon conclusion of all
work pertaining to this contract as described in Exhibit A.
Isa:i01 to] W5«"l»1affil1 01
The term of this Agreement shall be for one (1) year(s) commencing on July 21, 2014 and
ending on July 21, 2015. 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 one (1)
year(s).
1- - 1L_OWW• 0
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 CONTRACTOR and any and all of CONTRACTOR'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 CONTRACTOR 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.
8. INSPECTION AND AUDIT.
Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONTRACTOR in connection
with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate
with CITY or its agent in any such audit or inspection.
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 term of this Agreement, CONTRACTOR 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 two million dollars ($2,000,000) per occurrence/four million dollars ($4,000,000) aggregate, to
cover any claims arising out of the CONTRACTOR's performance of services under this
Agreement. Where CONTRACTOR is a professional not required to have a professional license,
CITY reserves the right to require CONTRACTOR to provide professional liability insurance
pursuant to this section.
4. If it employs any person, CONTRACTOR shall maintain worker's
compensation and employer's liability insurance, as required by the State Labor Code and other
applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY
against all liability for injuries to CONTRACTOR's officers and employees. CONTRACTOR'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
CONTRACTOR in subparagraph A of this section above shall also meet the following
requirements:
1. Except for professional liability insurance, the insurance policies shall be
specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as
additionally named insureds under the policies.
2. The additional insured coverage under CONTRACTOR'S insurance
policies shall be primary 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 CONTRACTOR'S policies shall be at least as broad as ISO form
CG20 0104 13.
3. Except for professional liability insurance, the insurance policies shall
include, in thein text or by endorsement, coverage for contractual liability and personal injury.
4. The insurance policies shall be specifically endorsed to provide that the
insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said
insurance policies except upon ten (10) days written notice to the PROJECT MANAGER.
5. If the insurance is written on a Claims Made Forret, 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.
C. Deductibles and SIR's. Any deductibles or self-insured retentions in
CONTRACTOR'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 CONTRACTOR shall procure a bond guaranteeing payment of losses and
related investigations, claims administration, attorney's fees and defense expenses.
D. Proof of Insurance. CONTRACTOR 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 page listing all policy endorsements for the commercial
general liability policy, and (3) excerpts of nolicv lan2ua2e 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
CONTRACTOR. 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. Except as otherwise provided in Paragraph B., CONTRACTOR 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"), frorn 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 CONTRACTOR'S performance of its
obligations or conduct of its operations under this Agreement. The CONTRACTOR'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 CONTRACTOR'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 CONTRACTOR's work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial
proceeding arising from CONTRACTOR'S performance of or operations under this
Agreement, CONTRACTOR 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. Where the services to be provided by CONTRACTOR under this Agreement are
design professional services to be performed by a design professional as that term is defined
under Civil Code Section 2782.8, CONTRACTOR shall, to the fullest extent permitted by law,
indemnify, release, defend and hold harmless the City Indemnitees from and against any
CLAIMS that arise out of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of CONTRACTOR in the performance of its duties and obligations under this
Agreement or its failure to comply with any of its obligations contained in this Agreement,
except such CLAIM which is caused by the sole negligence or willful misconduct of CITY.
C. 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 frill period
of time allowed by law.
12. NONDISCRIMINATION.
CONTRACTOR 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.
CONTRACTOR 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. CONTRACTOR shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONTRACTOR 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.
14. NO THIRD PARTY BENEFICIARIES.
CITY and CONTRACTOR 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 terns 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 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 Postai Service. Notice shall be given as
follows:
TO CITY's Project Manager:
TO CONTRACTOR's Project Director:
16. INDEPENDENT CONTRACTOR.
Tom Adams
City of San Rafael
1400 Fifth Avenue
P.O. Box 151560
San Rafael, CA 94915-1560
Michael J. Berne
MJB Consulting
2730 Forest Avenue, Suite W
Berkeley, CA 94705
For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees
of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of
CONTRACTOR, 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 CONTRACTOR 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 CONTRACTOR 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.
CONTRACTOR agrees that CITY may deduct from any payment due to
CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY tinder
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 terns, 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, perfonllance, 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 terns, condition, covenant of this Agreement or any
applicable law, ordinance or regulation.
20. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terns 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.
CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code CONTRACTOR 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 CONTRACTOR has provided CITY with a
completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and
Certification).
22. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
1 By.
NANCY MACK,E, City Manages
Name: 9c ) . e -r,
Title: f d pwr�`
ATTEST:
P
ESTHER C. BEIRNE, City Clerk
APPROVED AS TO FORM:
ROBERT F. EPSTEIN, City Attorney
Scope of
[Vowntown San Rafael Retail Recruit7meTrt
MJB Consulting — Michael Berne
ERASE I: DETAIL ANALYSIS AND STRATEGY (working with a steering committee)
• Review of relevant past studies/plans and media clippings
• CIient-guided walking tour of the study area
• Self -guided walking and driving tours of the study area and environs
• Assessment of existing retail mix and businesses (including informal merchant interviews)
• Focus group with existing merchants
• Consider "site-specific" factors (e.g. traffic drivers, visibility/access, parking, "brand "/perceptions, etc.)
• Development of a survey instrument and review of tabulations (with surveys to be administered, and results
tabulated, by client/interns)
• Review and evaluate competing business districts and shopping centers
• Interviews with local retail brokers, self -leasing landlords/developers and one local residential broker
• Creation of a demographic/psycho-graphic `niche' profile (including proprietary lifestyle segment analysis)
• Meetings with City Council's Economic Development sub -committee, City staffers as well as major
stakeholders (with direct relevance to Downtown retail)
• Evaluation of possible roles for the Client in retail attraction -- which can range from basic information
clearinghouse to ongoing recruitment efforts, depending on capacity, likely impact, etc.
• Composition of a written piece (and delivery of a PPT presentation), to include a detailed retail "positioning"
and tenanting strategy (i.e. target customer, corresponding mix, priority blocks/sites, etc.); recommendations
for other related projects and initiatives; and guidance on appropriate next steps
Phase I cost is $16,500 with deliverable of an `executive summary' memo and Powerpoint presentation.
PHASE II: OUTREACH
A minimum of ten presentations and face to face meetings designed to persuade key stakeholders to accept the retail
positioning/tenanting strategy. These outreach meetings with landlords, brokers, merchants, and other stakeholders
are critical to ensure the active support of those in a position to make investment and tenanting decisions. The
meetings will include a review of the initial strategy developed in Phase I as well as a case for participation in the
retail attraction to be undertaken in Phase III. This outreach will involve in-depth discussions of business
opportunities and focus on those properties that offer the most potential for future investment. The ultimate success
of the downtown retail attraction efforts will be severely handicapped without the engagement of key stakeholders.
Phase II cost its $6,000 with a deliverable of a summary memo of the outreach meetings.
PRASE III: I+IRST ROUND OF DETAIL ATTRACTION
• Canvassing of and screening for prospective tenants (involving visits to comparable markets/districts and
reference to proprietary databases), arriving at a list of fifteen (15) targets
• Development of one-page "detail sheets" on each, with relevant information for recruitment purposes (e.g.
size/creditworthiness, real estate criteria, comparable locations, etc.)
• Outreach to the fifteen (15) targets, "pitching" Downtown San Rafael and the opportunity that it offers (and
referring interested leads to landlords/brokers of spaces that match their criteria)
• Memo summarizing outcomes and guidance on future recruitment efforts
Phase III cost is $17,500 with the deliverable of 15 target retailers with detail sheets and initial outreach. Prepare
memo summarizing outcomes and directions for future recruitment efforts.
TotalCitv Funds $ 30,000
2730 Forest Avenue, Suite YV
Berkeley, California 947O5
Office Phone: 5|O'356-4956
85 Fourth Avenue, Suite 6A
New York, New York 10003
Thomas Adorns
Economic Development Coordinator
City ofSan Rafael
1400 Fifth Avenue
San Rafael, CA 94901
Dear Thomas:
This is to cercif/ that for the purposes of invoicing, Michael i 8erne's billing rate for
public and non-profit sector clients is $250.00 per hour.
If you have any questions, please do not hesitate to contact me at 9 17-816-8367.
MichaeliBerne
President