Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
Badger_Agreement
AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on _________________, by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and Badger Branding hereinafter referred to as Consultant. W I T N E S S E T H: WHEREAS, the City wants to engage Consultant to furnish on-call communication support services. WHEREAS, Consultant is qualified to perform this type of service and has submitted a proposal to do so, which has been accepted by City. NOW, THEREFORE, in consideration of their mutual promises, obligations, and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, for two years, at the end of the term, there will be an option to extend and additional one year by mutual written consent. 2. INCORPORATION BY REFERENCE City RFQ for on-call consulting for communication support services and Consultant’s proposal is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. To the extent that there are any conflicts between the Consultant's fees and scope of work and the City's terms and conditions, the City's terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both parties. 3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and Consultant shall receive therefor compensation as set for in Exhibit A. 4. CONSULTANT'S OBLIGATIONS. For and in consideration of the payments and Agreements hereinbefore mentioned to be made and performed by City, Consultant agrees with City to provide services as set forth in Exhibit A. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 5/16/2022 | 8:58 AM PDT 5. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the Department Head or City Manager of the City. 6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation be binding upon the parties hereto. 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail, addressed as follows: City Whitney Szentesi Public Communications Manager City of San Luis Obispo 990 Palm St. San Luis Obispo, CA 93401 (wszentes@slocity.org) Consultant/Consultant Badger Branding 1880 Santa Barbara Ave Ste 160 San Luis Obispo, CA 93401 katy@badgerbranding.com 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO, A Municipal Corporation By:______________________________ City Manager APPROVED AS TO FORM: _________________________________ ________________________________ City Attorney Consultant DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 ON-CALL CONSULTING FOR COMMUNICATIONS PREPARED EXCLUSIVELY FOR: City of San Luis Obispo MARCH 16, 2022 This document is intended solely for your eyes. We ask that you please respect that all documentation created and provided to you is exclusively owned and protected under copyright by Badger Branding and should not be used, shared with, or given to any other organization, agency, or third-party vendor. Exhibit A DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 Katy McGrath Owner / Badger Hello! Thank you for your consideration of Badger Branding as a partner in on-call creative services for the City of San Luis Obispo. We have every intention to adhere to the provisions set forth in the RFQ. Badger Branding is a small, mighty, local crew of creatives with over 30 years’ combined experience. Since our start in April of 2020, the Badger team has enjoyed a healthy client roster of local businesses and organizations including the City of SLO (Parks & Recreation, Tourism, Public Works, and City Administration), the SLO Promotional Coordinating Committee, SLO Tourism Business Improvement District, the SLO Chamber of Commerce, Downtown SLO, Cal Poly Science and Math, Big Sky Café, Splash Café, PG&E at Diablo Canyon, and San Luis Ranch. Among the relevant recent projects completed by Badger Branding in addition to the examples included in the presentation are several chalk murals in Mission Plaza, Concrete Stamp program for the City’s bikeways, coordination and participation in four of the recent Plaza Pop-up displays, City Neighborhood Maps through the SLO Chamber of Commerce, and participation in Downtown SLO’s May Flower Initiative. The areas of need expressed in the RFQ that best align with Badger Branding’s service offerings are brand awareness strategies, full-service graphic design, light graphic design, key message development, speech writing and editorial content, informational, educational, and social media posts. In addition, we offer custom illustrations, internal communications such as report layout and email templates, and community placemaking services in the form of banners, flags, barricade wraps, chalk murals with 2D and 3D elements, and window painting. We appreciate the opportunity to be of service to the City of SLO! introduction1880 Santa Barbara Ave. Suite 160 • San Luis Obispo, CA 93401 805-550-0900 • katy@badgerbranding.com DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 THE BADGER CETE Our philosophy for working with clients is to gain an in-depth understanding of the client so we can not only fulfill immediate requests but anticipate future needs and become a true creative partner. While we are big planners and appreciate reasonable lead times for planned projects, we know unexpected needs arise. We generally run our work queue at about 70% capacity which allows us the flexibility to accommodate last minute requests as needed. The Badger Den is headquartered at Railroad Square in San Luis Obispo. KATY MCGRATH – OWNER/ FOUNDER/ BADGER Throughout our work together, Katy will serve as your direct point of contact and Project Manager. Her experience spans the past two decades in most agency management roles from art direction to account and project management. HELEN ALBA – LEAD DESIGNER / MATEO'S MAMA Helen is a marketing and print design enthusiast with over a decade of experience in graphic design and illustration. She has been part of the Badger team since the start. JAMIE FOXEN – SOCIAL MEDIA MANAGER / ADVENTURER Jamie joined Badger Branding in August 2021 after six years at marketing and social media agencies. Her focus is on social media management, engagement, and community building. ASHLEY TULIAU – DIGITAL ASSISTANT / BEACH BUNNY Ashley is currently a senior at Cal Poly, SLO studying graphic design and communications. She has been on the Badger team part-time since the start and hopes to join full-time after graduation in the spring. Her focus is on social media management, photography, and graphic design. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 MOLLY CANO Tourism Manager City of San Luis Obispo 805-781-7165 mcano@slocity.org DIANA TURK Marketing & Communications Rep., Senior Pacific Gas & Electric Company 805-540-1314 diana.turk@pge.com CATE NORTON Marketing & Public Relations Manager San Luis Ranch 805-550-0544 cate@sanluisranch.org DESCRIPTION OF SERVICES: SLO PCC - Community Placemaking Flags for each season. Contracted Amount: $37,260 Service Dates: March, 2019 – June, 2021 SLO TBID - ShareSLO social media community management. Contracted amount: $86,000 Service Dates: September, 2021 – June, 2022 with two one-year extension options DESCRIPTION OF SERVICES: Ongoing creative services for the DCPP communications department for internal communications and public-facing information; the DCPP Decommissioning Panel for public-facing materials; and the Pathways to Your Future Program for employee communications materials. Contracted Amount: $245,000 Service Dates: April, 2020 – Present DESCRIPTION OF SERVICES: Ongoing creative services for the San Luis Ranch housing development for neighborhood and facility logo marks, public-facing brochures and marketing materials, website maintenance and updates. Contracted Amount: $45,000 Service Dates: April, 2020 – PresentreferencesDocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 AccoladesBADGER 2021 COASTAL CALIFORNIA COMPETITION Silver Award Out-Of-Home Campaign "City of SLO Cultural Banners" City of SLO Promotional Coordinating Committee BADGER 2021 COASTAL CALIFORNIA COMPETITION Silver Award Out-Of-Home Campaign "City of SLO Holiday Banners" City of SLO Promotional Coordinating Committee CLIENT SENTIMENT Jacqui Clarke-Charlesworth, SLO Chamber of Commerce Katy is a creative powerhouse and tremendously easy and fun to work with. If you have an idea, Katy and her team can help create it. I can't recommend her highly enough as a partner and leader. HUMBLING LOYALTY While we enjoy getting recognized for our work, our biggest accomplishment is a 90% client retention rate. "DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 2022 rates §Art Direction §Brainstorm Sessions §Brand / Marketing Strategy §Branding §Brochures / Flyers §Client Training §Consulting / Recommendations §Copy Writing §Editing / Proofreading §File Prep §Graphic Design §Illustration / Original Art §Image Manipulation / Processing §Media Relations §Messaging §Naming - Business, Products, Services §Presentations / Reports §Print Estimation / Production Oversight §Project Management §Project Research §Social Media - Execution & Strategy §Vendor Communication §Website Content Planning §Website Content Population SERVICES $130/ HR CERTIFICATIONS AND INSURANCE Badger Branding is certified as a Women Business Enterprise (WBE) through the Supplier Clearinghouse for the Utility Supplier Diversity Program of the California Public Utilities Commission. We carry Professional Liability Insurance with Commercial General Liability coverage. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 RELEVANT WORK - SAN LUIS RANCH :: BRAND IDENTITY AND COLLATERAL San Luis Ranch is a housing development under construction in San Luis Obispo. We designed an ad series to introduce the development to the local community, created logos for each neighborhood within the project, and laid out sales brochures, all while maintaining their brand integrity. Life at San Luis Ranch is in the heart of the city, but miles away from ordinary. With farmland in your backyard, vibrant downtown SLO, and the city’s job centers just a stone’s throw away, San Luis Ranch is rural redefined. RURAL REDEFINED Multi-family and Single family homes starting in Spring 2020. Exceptional Amenities Spectacular Location Farm to Table Lifestyle Interested? SanLuisRanch.org Welcome to the neighborhood! New home construction starting Spring 2020 Life at San Luis Ranch is in the heart of the city, but miles away from ordinary. With farmland in your backyard, vibrant downtown SLO, and the city’s job centers just a stone’s throw away, San Luis Ranch is rural redefined. RURAL REDEFINED Interested? SanLuisRanch.org Multi-family and Single family homes starting in Spring 2020. Exceptional Amenities Spectacular Location Farm to Table Lifestyle A new generation of housing cropping up in Spring 2020. A new home neighborhood designed for sustainable living. In an effort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modifications to maps, plans specifications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded floor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. SLO Ranch Realty, Inc DRE #00850027. DATE: October 1, 2020#1046-14-RS19 SAN LUIS RANCH - SAN LUIS OBISPO, CA A2BLUE COLOR SCHEME PLAN 1 - FARMHOUSE DATE: October 1, 2020#1046-14-RS19 SAN LUIS RANCH - SAN LUIS OBISPO, CA A3WARM GREY COLOR SCHEME PLAN 1 - CRAFTSMAN Arroyo FARMHOUSE CRAFTSMAN APPROX. 1,638 SQ FT / 3 BEDS / LOFT / 2.5 BATHS / OPTION: 4TH BED, ADU, 4TH BED & ADU DRE#01266964 | 30 Years of Excellence on the Central Coast | www.CoastalCommunityBuilders.com MORRO – PLAN 1 In an eort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modications to maps, plans specications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded oor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. OPTIONAL ADU PLAN 1 - GROUND FLOOR SECOND FLOOR W D BED 2 CL L. BED 3 LAUNDRY BATH OPEN TO BELOW OPEN TO BELOW LOFT REF DW MAIN BED 2-CAR GARAGE LIVING DINING KITCHEN BATHWIC HALL POWDER ENTRY BENCHMAINENTRY REF DW ADU BATH COVERED PORCH POWDER HALL ENTRY LIVING OPTIONALBED 4 BED 3 OPTIONAL SECOND FLOOR 4TH BEDROOM LINEN PATIOPATIO Approx. 1,638 Sq. Ft. 3 Bedroom 2.5 Bathroom Optional ADU Optional Bedroom 4 Optional Bedroom 4 & ADU PLAN 1 FIRST FLOOR SECOND FLOOR In an effort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modifications to maps, plans specifications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded floor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. SLO Ranch Realty, Inc DRE #00850027. DATE: October 1, 2020#1046-14-RS19 SAN LUIS RANCH - SAN LUIS OBISPO, CAA10RED COLOR SCHEME PLAN 5 - FARMHOUSE DATE: October 1, 2020#1046-14-RS19 SAN LUIS RANCH - SAN LUIS OBISPO, CAA11WHITE COLOR SCHEME PLAN 5 - CRAFTSMAN Froom APPROX. 2,014 SQ FT / 3 BEDS / 2.5 BATHS / OPTION: 1ST FLOOR EN-SUITE, ADU, 2ND FLOOR BALCONY, CORNER LOT, COVERED PATIO APPROX. 2,170 SQ FT / 3 BEDS / 2.5 BATHS / OPTION: 1ST FLOOR ADU / 2ND FLOOR 4TH BED & ADU, 2ND FLOOR BALCONY FARMHOUSE CRAFTSMAN DRE#01266964 | 30 Years of Excellence on the Central Coast | www.CoastalCommunityBuilders.com BISHOP – PLAN 5 In an eort to meet consumer expectations, Coastal Community Builders reserves the right to make changes or modications to maps, plans specications, materials, features, and colors without notice. All renderings are artist conceptions and are not intended to be literal depictions of the buildings, fences, walks, driveways or landscaping. Special wall and window treatments, upgraded oor coverings, softscape, hardscape, landscape, and other items featured in and around the model homes are decorator suggested and not included in the purchase price. Residents are automatically included in the Homeowners’ Association and are subject to Special Assessments and Community Facility Fees. Ask your Sales Representative for details. Plans to build out this project as proposed are subject to change without notice. GREAT ROOM ENTRY POWDER KITCHEN DININGDINING COVERED PORCH ADU 2-CAR GARAGE MAIN BED OPTIONAL BALCONY BATHBENCH GROUND FLOOR WITH OPTIONAL EN-SUITE GROUND FLOOR WITH OPTIONAL ADU PLAN 5 - GROUND FLOOR SECOND FLOOR W.I.C. W.I.C. BED 2 HALL BED 3 LAUNDRY BATH BATH BATH EN-SUITE REFLINENW D REFDW W.I.C. Approx. 2,014 Sq. Ft. 3 Bedroom 2.5 Bathroom Optional Ground Floor En-Suite Optional ADU ?½È³®v¨Ů®$¨³³Àv¨³®â Corner Lot Covered Patio FIRST FLOOR SECOND FLOOR PLAN 5 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 RELEVANT WORK - CITY OF SLO CITY BEAUTIFICATION :: BANNER SERIES 1 – 4 The City of San Luis Obispo Promotional Coordinating Committee contracted us for four series of banners - one for each season. The content ranged from city landmarks and local celebrations to abstract depictions of the city and things to do in SLO. The series rotate throughout the year and can be found in the Downtown core, in the Monterey St. corridor, and in the Railroad District. SAN LUIS OBISPOHABITAT SAN LUIS OBISPOTRADITION SAN LUIS OBISPOMISSION SAN LUIS OBISPOCULTURE SAN LUIS OBISPOHERITAGE SAN LUIS OBISPOPRIDE SAN LUIS OBISPOCOMMUNITY NOCHEBUENA UMOJA L’CHAIM! CELEBRATE MERRY CHRISTMAS SERIES 1 SERIES 2 SERIES 3 SERIES 4 Silver Award, 2021 Silver Award, 2021 Nominee, 2022 Nominee, 2022 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 RELEVANT WORK - CITY OF SLO CITY BEAUTIFICATION :: PARKING KIOSK WRAPS & PARKLET DRAPES Captivated by our representation of local landmarks and culture, the City of San Luis Obispo contracted us to adapt our first banner series artwork for several parking kiosks in the downtown area. As businesses moved their operations outside during the COVID-19 pandemic, we were asked to create a series of temporary parklet barrier drapes that brought additional vibrancy to the streets of downtown SLO. The designs borrowed from the color palettes of the first and second banner series and featured patterns inspired by cultures found in San Luis Obispo. PARKLET DRAPESPARKING KIOSK WRAPS DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 Having a Donor Advised Fund at the Foundation comes with many benefits. Some are practical, like donating stocks with significant capital gains. I personally appreciate the consolidation of research available and education about the philanthropic landscape in our region. It helps me to understand where I can generate the most impact.” – DR. ANNEKA SCRANTON, DONOR As a resource for local charitable giving, the Foundation is a vehicle to execute the distribution of donated assets, while considering the changing needs and interests of the region. We are so thankful we came to learn about this organization through our involvement with Kelly’s scholarship. — DR. BEN & PAT MCADAMS, ON THEIR DAUGHTER’S MEMORIAL SCHOLARSHIP OFFERED THROUGH THE FOUNDATION THE COMMUNITY FOUNDATION IS DEDICATED TO improving the lives of PEOPLE IN THE REGION. www.cfsloco.org | 8 DONORS We bring together the financial resources of community members, families, organizations, private foundations and local businesses to support the nonprofits that serve and strengthen our communities. Community members may establish a permanent Donor Advised Fund with an irrevocable, tax-deductible contribution. They receive an immediate tax deduction in the year the contribution is made. For permanently endowed funds, the Foundation manages and invests funds to increase the amount of the gift over time. The donor may then recommend a grant from those funds—either in the form of one large grant or smaller grants over time—to another charitable organization or cause. The Foundation provides guidance and support to donors in deciding when and where to give. The Community Foundation accepts bequests from donors who have directed in their estate plans that certain assets be transferred to The Community Foundation and honors the wishes of the donor. By designating a gift, the Foundation can ensure that a donor impact continues in the community. LEGACY GIVING I was able to work with the Foundation to identify specific needs I would like my estate to support. This is my home and my heritage. If there is something I can do that shows I care for my community, I know the Foundation will honor those wishes. — JEANNE HELPHENSTINE, REGARDING ESTATE PLANNING 7 | The Community Foundation San Luis Obispo County Access Support Network San luis Obispo & Monterey Counties Adventures in Missions Affordable Housing Paso Robles African Wildlife Foundation Alexander Valley School Alley Cat Allies Alliance for Pharmaceutical Access, Inc. American Association of University Women American Cancer Society American Heart Association American Lung Association of California American Red Cross Amnesty International USA Animal Rescue Team Arroyo Grande Community Hospital Foundation Arroyo Grande High School ARTS Obispo Assistance League of San Luis Obispo County Association of Fundraising Professionals - SLO County Chapter Atascadero Education Foundation Atascadero High School Atascadero Lodge #2067 Loyal Order of Moose Basin Street Regulars- Central Coast Hot Jazz Society Best Friends Animal Society Big Brothers Big Sisters of San Luis Obispo County Bike SLO County Boys & Girls Club of North SLO County Boys & Girls Club of South SLO County Breast Cancer Action Cal Poly Arts Cal Poly Corporation Cal Poly Foundation The California Academy Foundation California Rangeland Trust Camp Ocean Pines The Cantinas Foundation Canzona Women’s Ensemble CAP Health Services Casa Solana, Inc. CASA/Court Appointed Special Advocates of SLO County Catholic Charities USA Cayucos Land Conservancy Central Coast Ag Network dba Central Coast Grown Central Coast Autism Spectrum Center Central Coast Children’s Choir Central Coast Dragon Boat Association Central Coast Music Academy Central Coast Polo Club Central Coast State Park Association Child Development Resource Center Civic Ballet of San Luis Obispo Clark Center Association Clark Center Foundation Coalition to Protect San Luis Obispo County Coastal San Luis Resource Conservation District Columbia Counseling Ministries Community Action Partnership of San Luis Obispo County Community Counseling Center Community Foundation of Estero Bay The Community Foundation of Mendocino County Community Foundation Sonoma County Compassion & Choices Conservation Strategy Fund Cuesta College Foundation Doctors Without Borders Easy Lift Transportation Ecologistics El Camino Homeless Organization Environmental Center of SLO Esalen Institute Family Care Network, Inc. Feline Network of Central Coast Festival Mozaic First Baptist Church San Luis Obispo First Presbyterian Church of San Luis Obispo First United Methodist Church Five Cities Homel¬ess Coalition Food Bank Coalition of San Luis Obispo County Fort Hope, Inc. Foster Parent Association Foundation for the Performing Arts Center French Hospital Medical Center Foundation and Public Affairs Fresh S.T.A.R.T. Friends For Life Friends of 40Prado Friends of Fiscalini Ranch Preserve Friends of the Arroyo Grande Library Friends of the Charles Paddock Zoo, Inc. Friends of the San Luis Obispo Botanical Gardens The Friendship Center Gay And Lesbian Alliance of the Central Coast Global Fund for Women Global Glimpse Grantmakers Concerned with Immigrants and Refugees Grizzly Youth Academy Grover Beach Community Library Guide Dogs for the Blind, Inc. Habitat for Humanity, SLO County The Historical Society of Morro Bay HomeShare SLO Hope and Healing Academy Hospice of San Luis Obispo County Hospice Partners of the Central Coast Houston Food Bank Houston Society for the Prevention of Cruelty to Animals Humane Society of the United States Idaho Conservation League Indiana University Foundation Infinite Music Foundation International Rescue Committee Jack’s Helping Hand Jewish Community Center - Federation of San Luis Obispo Jodi House, Inc Kansas University Endowment Association Kappa Kappa Gamma Foundation KCBX Radio Land Conservancy of San Luis Obispo County Leadership SLO Foundation, Inc. The LINK Family Resource Center Los Padres Forest Association Inc. Los Padres ForestWatch Lucia Mar Unified School District Meade Canine Rescue Meals That Connect Mission College Preparatory School Mission San Luis Obispo de Tolosa Pro Cathedral Monterey Ridge Educational Foundation Morro Bay High School Morro Bay High School Boosters Club Morro Coast Audubon Society Music & Memory Napa Valley Community Foundation National Wildlife Federation NCI Affiliates, Inc. North County Adaptive Sports and Recreation Program One Cool Earth Opera San Luis Obispo Orchestra Novo Oxfam-America, Inc. Pacific Wildlife Care Partners in Equestrian Therapy Partners in Health Paso Robles Youth Arts Foundation PathPoint Peoples’ Self-Help Housing Physicians for Social Responsibility Inc. Place of Hope, Inc. Planned Parenthood California Central Coast Positive Coaching Alliance Pregnancy and Parenting Support of San Luis Obispo County Restorative Partners, Inc. RISE Ryan J. Clarke CPR Fund for Schools The Salvation Army Salvation Army South County Service Extension San Luis Coastal School District San Luis Obispo County Womenade San Luis Obispo Friends of the Library San Luis Obispo High School San Luis Obispo Legal Assistance Foundation San Luis Obispo Mothers for Peace San Luis Obispo Repertory Theatre San Luis Obispo Symphony. Inc. San Luis Obispo Vocal Arts Ensemble Santa Maria Valley Senior Citizen’s Club Second Chance at Love Humane Society Skillful Meditation Project SLO Botanical Garden SLO Children’s Museum SLO County Animal Services SLO County Office of Education SLO County YMCA SLO International Film Festival SLO Jazz Festival SLO Museum of Art (SLOMA) SLO Noor Foundation SLO Village SLO Youth Baseball League Slow Money San Luis Obispo SonShine Folk School Farm, Inc. South County Education Foundation South County Youth Coalition Spokes, Inc. St. Jerome’s Episcopal Church St. Luke United Methodist Church Stand Strong Stanford University Stronger Futures Foundation Studios on the Park Sweet Briar College Theta Xi Foundation Tolosa Children’s Dental Center Transitional Food and Shelter, Inc. Transitions-Mental Health Association Trinity Presbyterian Church United Nations Foundation United Way of San Luis Obispo County Veterans Excursions to Sea (V.E.T.S.) Washington University School of Law Water.org Wellness Kitchen and Resource Center White Heron Sangha Whitman College, Office of Annual Giving Wilshire Health & Community Services, Inc. Women’s Shelter Program of San Luis Obispo County Woods Humane Society The vibrant and diverse community of nonprofit organizations in San Luis Obispo County provide support and services that enrich and improve the quality of life for all calling this beautiful county home. The Community Foundation supports and partners with many nonprofit organizations through our numerous grant programs addressing various community needs. GRANTS $5,479,466 Awarded in Grants in 2017 Arts $445,039 Community Enhancement $679,493 Education $2,576,177 Health & Human Service $1,512,088 Scholarships $266,670 Total Awarded $5,479,466 558 Total Grants 12% 47 % 28% 8% 5% “We consider The Community Foundation a lifetime partner in serving our friends, neighbors and families affected by mental illness.” —Jill Bolster-White, Executive Director, Transitions-Mental Health Association 92% SLO County 2017 Geographical Distribution of Funds 8 | The Community Foundation 2017 Annual Report | 9 Access Support Network San luis Obispo & Monterey Counties Adventures in Missions Affordable Housing Paso Robles African Wildlife Foundation Alexander Valley School Alley Cat Allies Alliance for Pharmaceutical Access, Inc. American Association of University Women American Cancer Society American Heart Association American Lung Association of California American Red Cross Amnesty International USA Animal Rescue Team Arroyo Grande Community Hospital Foundation Arroyo Grande High School ARTS Obispo Assistance League of San Luis Obispo County Association of Fundraising Professionals - SLO County Chapter Atascadero Education Foundation Atascadero High School Atascadero Lodge #2067 Loyal Order of Moose Basin Street Regulars- Central Coast Hot Jazz Society Best Friends Animal Society Big Brothers Big Sisters of San Luis Obispo County Bike SLO County Boys & Girls Club of North SLO County Boys & Girls Club of South SLO County Breast Cancer Action Cal Poly Arts Cal Poly Corporation Cal Poly Foundation The California Academy Foundation California Rangeland Trust Camp Ocean Pines The Cantinas Foundation Canzona Women’s Ensemble CAP Health Services Casa Solana, Inc. CASA/Court Appointed Special Advocates of SLO County Catholic Charities USA Cayucos Land Conservancy Central Coast Ag Network dba Central Coast Grown Central Coast Autism Spectrum Center Central Coast Children’s Choir Central Coast Dragon Boat Association Central Coast Music Academy Central Coast Polo Club Central Coast State Park Association Child Development Resource Center Civic Ballet of San Luis Obispo Clark Center Association Clark Center Foundation Coalition to Protect San Luis Obispo County Coastal San Luis Resource Conservation District Columbia Counseling Ministries Community Action Partnership of San Luis Obispo County Community Counseling Center Community Foundation of Estero Bay The Community Foundation of Mendocino County Community Foundation Sonoma County Compassion & Choices Conservation Strategy Fund Cuesta College Foundation Doctors Without Borders Easy Lift Transportation Ecologistics El Camino Homeless Organization Environmental Center of SLO Esalen Institute Family Care Network, Inc. Feline Network of Central Coast Festival Mozaic First Baptist Church San Luis Obispo First Presbyterian Church of San Luis Obispo First United Methodist Church Five Cities Homel¬ess Coalition Food Bank Coalition of San Luis Obispo County Fort Hope, Inc. Foster Parent Association Foundation for the Performing Arts Center French Hospital Medical Center Foundation and Public Affairs Fresh S.T.A.R.T. Friends For Life Friends of 40Prado Friends of Fiscalini Ranch Preserve Friends of the Arroyo Grande Library Friends of the Charles Paddock Zoo, Inc. Friends of the San Luis Obispo Botanical Gardens The Friendship Center Gay And Lesbian Alliance of the Central Coast Global Fund for Women Global Glimpse Grantmakers Concerned with Immigrants and Refugees Grizzly Youth Academy Grover Beach Community Library Guide Dogs for the Blind, Inc. Habitat for Humanity, SLO County The Historical Society of Morro Bay HomeShare SLO Hope and Healing Academy Hospice of San Luis Obispo County Hospice Partners of the Central Coast Houston Food Bank Houston Society for the Prevention of Cruelty to Animals Humane Society of the United States Idaho Conservation League Indiana University Foundation Infinite Music Foundation International Rescue Committee Jack’s Helping Hand Jewish Community Center - Federation of San Luis Obispo Jodi House, Inc Kansas University Endowment Association Kappa Kappa Gamma Foundation KCBX Radio Land Conservancy of San Luis Obispo County Leadership SLO Foundation, Inc. The LINK Family Resource Center Los Padres Forest Association Inc. Los Padres ForestWatch Lucia Mar Unified School District Meade Canine Rescue Meals That Connect Mission College Preparatory School Mission San Luis Obispo de Tolosa Pro Cathedral Monterey Ridge Educational Foundation Morro Bay High School Morro Bay High School Boosters Club Morro Coast Audubon Society Music & Memory Napa Valley Community Foundation National Wildlife Federation NCI Affiliates, Inc. North County Adaptive Sports and Recreation Program One Cool Earth Opera San Luis Obispo Orchestra Novo Oxfam-America, Inc. Pacific Wildlife Care Partners in Equestrian Therapy Partners in Health Paso Robles Youth Arts Foundation PathPoint Peoples’ Self-Help Housing Physicians for Social Responsibility Inc. Place of Hope, Inc. Planned Parenthood California Central Coast Positive Coaching Alliance Pregnancy and Parenting Support of San Luis Obispo County Restorative Partners, Inc. RISE Ryan J. Clarke CPR Fund for Schools The Salvation Army Salvation Army South County Service Extension San Luis Coastal School District San Luis Obispo County Womenade San Luis Obispo Friends of the Library San Luis Obispo High School San Luis Obispo Legal Assistance Foundation San Luis Obispo Mothers for Peace San Luis Obispo Repertory Theatre San Luis Obispo Symphony. Inc. San Luis Obispo Vocal Arts Ensemble Santa Maria Valley Senior Citizen’s Club Second Chance at Love Humane Society Skillful Meditation Project SLO Botanical Garden SLO Children’s Museum SLO County Animal Services SLO County Office of Education SLO County YMCA SLO International Film Festival SLO Jazz Festival SLO Museum of Art (SLOMA) SLO Noor Foundation SLO Village SLO Youth Baseball League Slow Money San Luis Obispo SonShine Folk School Farm, Inc. South County Education Foundation South County Youth Coalition Spokes, Inc. St. Jerome’s Episcopal Church St. Luke United Methodist Church Stand Strong Stanford University Stronger Futures Foundation Studios on the Park Sweet Briar College Theta Xi Foundation Tolosa Children’s Dental Center Transitional Food and Shelter, Inc. Transitions-Mental Health Association Trinity Presbyterian Church United Nations Foundation United Way of San Luis Obispo County Veterans Excursions to Sea (V.E.T.S.) Washington University School of Law Water.org Wellness Kitchen and Resource Center White Heron Sangha Whitman College, Office of Annual Giving Wilshire Health & Community Services, Inc. Women’s Shelter Program of San Luis Obispo County Woods Humane Society The vibrant and diverse community of nonprofit organizations in San Luis Obispo County provide support and services that enrich and improve the quality of life for all calling this beautiful county home. The Community Foundation supports and partners with many nonprofit organizations through our numerous grant programs addressing various community needs. GRANTS $5,479,466 Awarded in Grants in 2017 Arts $445,039 Community Enhancement $679,493 Education $2,576,177 Health & Human Service $1,512,088 Scholarships $266,670 Total Awarded $5,479,466 558 Total Grants 12% 47 % 28% 8% 5% “We consider The Community Foundation a lifetime partner in serving our friends, neighbors and families affected by mental illness.” —Jill Bolster-White, Executive Director, Transitions-Mental Health Association 92% SLO County 2017 Geographical Distribution of Funds 8 | The Community Foundation 2017 Annual Report | 9 RELEVANT WORK - THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY :: ANNUAL REPORTS Each year, The Community Foundation San Luis Obispo County releases an annual report to its board and membership. For the past three years, we have been entrusted to produce the report which consists of a complex collection of grant recipient stories, local photography, charts, and graphs. As we compiled the information within our 2019 Annual Report, it was hard to imagine what we would face in the coming months of 2020. However, while this Annual Report serves as an opportunity to share and celebrate the work we did last year, our current environment serves as a reminder of the dire need for ongoing support of community impact. Last year marked $37 million in grants and scholarships that The Community Foundation has been a catalyst to reinvesting into San Luis Obispo County since its inception. In the following pages you will find examples of how this tremendous support has directly impacted our families, friends and neighbors. Every day we are proud to be a part of the family that supports The Community Foundation San Luis Obispo County. When faced with challenging times, such as these, we are comforted by the confidence in working alongside the leaders in philanthropic giving, such as yourselves. We look forward to continuing the critical work of The Community Foundation and to growing our impact in San Luis Obispo County, a place we are all so fortunate to call home. Thank you, . Our CORE VALUES With your support, we can ensure The Community Foundation continues to support those in need across San Luis Obispo County. Tom Sherman President Heidi H. McPherson Chief Executive Officer collaboration excellence inclusion integrity stewardship DEAR COMMUNITY FOUNDATION FAMILY, 1 | The Community Foundation San Luis Obispo County BOARD OFFICERS Tom Sherman, President San Luis Obispo Jeff Buckingham, Vice-President Los Osos Joan Parker, Treasurer San Luis Obispo Sandy Dunn, Secretary Avila Beach Jim Brabeck, Los Osos Grenda Ernst, Atascadero Gwen Erskine, Templeton Suzanne Fritz, Atascadero Ben McAdams, San Luis Obispo Steve McCarty, San Luis Obispo Anita Robinson, Atascadero Linda Sommers Smith, San Luis Obispo Bill Thoma, Avila Beach Kathy Thompkins, Arroyo Grande Mary Verdin, Arroyo Grande MISSION & VISION The Community Foundation makes a difference through philanthropic leadership. We envision San Luis Obispo County to be an enduring, thriving & engaged community. Jane Sinton, 1998-2000 Dean Miller, 2001-2002 Julian Crocker, 2003-2004 Lyn Baker, 2005-2006 John Dunn, 2007-2008 Wendy Brown, 2009-2010 Dee Lacey, 2011-2012 Ann Robinson, 2013-2014 Steve McCarty, 2015-2016 Mary Verdin, 2017-2018 PAST BOARD PRESIDENTS www.cfsloco.org | 2 IN 2019, THE SCHOLARSHIP PROGRAM GRANTED69SCHOLARSHIPS AND AWARDS $247,250.IN THE AMOUNT OF The Community Foundation’s Scholarship Program was established in 2000 by generous individuals, families, businesses and organizations to ensure local students have the opportunity to pursue their educational dreams. We administer a variety of scholarships for high school seniors and college students. MEMORIAL SCHOLARSHIP Bill Thoma contacted the Foundation about his family’s interest in establishing the annual scholarship as a means of keeping his wife, Jennifer’s, passion for the art of ballet alive following her passing in 2012. The Jennifer Thoma Memorial Ballet Scholarship was established to help local dancers realize their dreams by providing support to attend summer intensive training programs. Jennifer touched lives in ways she never fully realized and will continue to do so into the future through this scholarship. In 2019 the Jennifer Thoma Memorial Ballet Scholarship was awarded to Grace Shirley, age 15, who is an honors student at Templeton Independent Study High School. The $2,500 scholarship provided support for Grace to attend a summer intensive ballet training program in the summer of 2019. Grace Shirley, 2019 Jennifer Thoma Memorial Ballet Scholarship winner ‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹‹ 5 | The Community Foundation San Luis Obispo County I’ve always been quiet and shy; school has not been an easy road. I feel valuable now! Having some success has made my life more interesting and I’ve felt more confident. It has changed life for me and given me a future direction. I’m ready to see where the road will lead. MEMORIAL SCHOLARSHIP DOUGLAS DEGROSS SCHOLARSHIP] Grace Shirley, 2019 Jennifer Thoma Memorial Ballet Scholarship winner Tyler Schimke with his restored tractor Dana Alpert Berkeley June 2019 Katie Chapman Pinto McAdams 2016 Ellis Vavra Berkeley June 2019 Sheridan Rea Stanford 2019 Holly MacFarlane Seattle Pacific Aug 2019 Paso Robles High School senior Tyler Schimke shared the impact of receiving the 2019 Douglas DeGross Scholarship in Automotive Studies. He explained, Graduates came from the following Universities: Seattle Pacific University, Nursing B.S.N. - Coryell Scholarship; UC Berkeley, Geophysics B.A. - Switzer Scholarship; UC Berkeley, Political Science B.A.- Piantanida Scholarship/Weyhrich Award; University of San Francisco, Politics of Transformation B.A. - McAdams Scholarship/Weyhrich Award; Stanford University, Biology B.S. with Computer Science minor - Piantanida Scholarship/Weyhrich Award Impact of multi-year scholarships: the college class of 2019 was awarded $70,000 in scholarships that were dispersed throughout four years of college. www.cfsloco.org | 6 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 RELEVANT WORK - PG&E AT DIABLO CANYON POWER PLANT :: COMMUNICATIONS SUPPORT Over the past ten years, we have worked with several departments within PG&E to provide materials for their communications teams, Power Generation teams, Employee Concerns Program, among others. Our work has included brochures for the public, newsletters, email templates, infographics, banners, logos, and much more. 807 PG Employees 66 78 Decom Employees 58 High and significant hazard dams 169 25 FERC licenses Megawatts of Fossil capacity 1,400 Vehicles equipped with Telogis safety system264 7.6 Million Miles driven by PG employees Acres of land in the Land Conservation Commitment $20 Million CEMA drought related hazardous tree removal spend (2016–2019) 122,000 1.2 million Homes Helms Pumped Storage Plant can power at full capacity 1,954 Days at HBPP decommissioning without a lost time injury Megawatts of utility owned solar generation capacity 152 80% of PG&E’s power mix from non-carbon emitting sources 14% of customer load that is served by large hydro 230 Hydro license requirements 2 million Acre-feet of Hydro storage capacity 4.3 million Natural gas customer accounts 5.3 million Electric customer accounts 66 Hydroelectric powerhouses 18,466 Circuit miles of electric transmission lines 106,681 Circuit miles of electric distribution lines 100 ft 110 ft Deep and Diameter HBPP excavation 6,243 Shipments of waste from HBPP decommissioning project DATA AT END OF 2017 PG&E by the Numbers 106 Hydroelectric units 34,496 Gigawatt hours delivered by UOG Dams 250,00059,000 Educators reached every year with our Hydro Public Safety Message Students reached every year with our Hydro Public Safety Message 3,892 Megawatts of hydro capacity 416 173 Miles of water conveyance, comprised of Miles of canals 131 4 Miles of tunnels Miles of natural waterways 43 Miles of flumes 65 Miles of penstocks/pipes 154 Planned Hydro and Fossil outages in 2018 142,000 1905 Year PG&E was formed Average age, in years, of Hydro fleet Linear feet of Hydro area protected via fencing and gating 2GENERATION OPERATING PLAN 2018-2022 1. Sign in at the RECEPTION DESK. 2. Be seated in the WAITING AREA until called. 3. When called, proceed to VACCINATION AREA tables. 4. Remain in the POST VACCINE OBSERVATION AREA until released to leave. WELCOME VACCINATION GUIDE Please wear a mask and maintain social distance TRAIN BARGE TRUCK TRAIN BARGE 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 10 Accident Risk: 1 in 800,000 miles EACH TRUCK REPRESENTS 10 LOADS = 200 LOADS TOTAL. Accident Risk: 1 in 54,000 miles Accident Risk: 1 in 143,000 miles 150-180 X LARGER CARRYING CAPACITY THAN TRUCKING. 400 X LARGER CARRYING CAPACITY THAN TRUCKING. 60%LARGER CARRYING CAPACITY THAN TRAIN. Potential Risk by Transport Mode Barging is being evaluated for transporting some materials to lower truck trips and increase carrying capacity. Although each of the three modes - truck, train, or barge - offer extremely low accident risk, the carrying capacity of barging creates a very compelling case for efficiency. 1 .5 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 T 805-550-0900 W BADGERBRANDING.COM THANK YOU! DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 INSURER(S) AFFORDING COVERAGE NAIC # INSURER F : INSURER E : INSURER D : NAME:CONTACT INSURER C : INSURER B : (A/C, No):FAX E-MAILADDRESS: CUSTOMER ID: PRODUCER PRODUCER (A/C, No, Ext):PHONE INSURED INSURER A : The ACORD name and logo are registered marks of ACORD 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. LOCATION OF PREMISES / DESCRIPTION OF PROPERTY (Attach ACORD 101, Additional Remarks Schedule, if more space is required) REVISION NUMBER:CERTIFICATE 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. COVERAGES $$ $BOILER & MACHINERY / EQUIPMENT BREAKDOWN $ $ $ TYPE OF POLICY CRIME POLICY NUMBER $ $ $ $ NAMED PERILS CAUSES OF LOSS TYPE OF POLICYINLAND MARINE $ RENTAL VALUE CONTENTS BUILDING DEDUCTIBLES WIND $ $ $ $ $ $ $ $ $ BLANKET BLDG & PP BLANKET PERS PROP BLANKET BUILDING EXTRA EXPENSE BUSINESS INCOME PERSONAL PROPERTY BUILDING FLOOD EARTHQUAKE SPECIAL BROAD BASIC CAUSES OF LOSS PROPERTY POLICY EXPIRATION DATE (MM/DD/YYYY) POLICY EFFECTIVE DATE (MM/DD/YYYY) INSR LTR LIMITSCOVERED PROPERTYPOLICY NUMBERTYPE OF INSURANCE $$ $ SPECIAL CONDITIONS / OTHER COVERAGES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) © 1995-2015 ACORD CORPORATION. All rights reserved. ACORD 24 (2016/03) AUTHORIZED REPRESENTATIVE SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CANCELLATION CERTIFICATE OF PROPERTY INSURANCE DATE (MM/DD/YYYY) CERTIFICATE HOLDER 844-357-0403Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 520 Madison Avenue 32nd Floor New York, New York 10022 P100.189.623.3 A Hiscox Insurance Company Inc.10200 Badger Branding 1880 Santa Barbara Ave Ste 160 San Luis Obispo, CA 93401 X X $ 1,000 04/01/2022 04/01/2023 $ 10,000X X X contact@hiscox.com 02/15/2022 1880 Santa Barbara Ave Ste 160, San Luis Obispo, CA 93401 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or 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). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS AUTOSAUTOSNON-OWNEDHIRED AUTOS SCHEDULEDALL OWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD MTTU Hiscox Inc. d/b/a/ Hiscox Insurance Agency in CA 520 Madison Avenue 32nd Floor New York, New York 10022 (888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Badger Branding 1880 Santa Barbara Ave Ste 160 San Luis Obispo, CA 93401 04/01/202304/01/2022P100.189.623.3 CGL is on BOP Form XXA X A X X X 2,000,000 100,000 5,000 0 2,000,000 2,000,000 02/15/2022 CGL HNOA Limit (per occurrence)2,000,000 DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 Notice requesting qualifications (RFQ) for on-call consulting for video production and photography services. The City of San Luis Obispo is requesting proposals from qualified vendors to furnish video production and photography services. All proposers must register with BidSync at www.BidSync.com, where proposers can obtain RFQ packages and submit questions. All firms interested in receiving further correspondence regarding this Request for Qualifications (RFQ) will be required to complete a free registration using BidSync ( https://www.bidsync.com/bidsync- appweb/vendor/register/Login.xhtml). All proposals must be on BidSync at or before 3:00 PM on March 16, 2022, when they are opened electronically on BidSync. The preferred method for bid submission is electronic via BidSync. However, if you wish to submit a paper copy, please submit it in a sealed envelope to the Department of Finance, City of San Luis Obispo, 990 Palm Street, San Luis Obispo, CA, 93401. Specification packages and additional information may be obtained at the City's BidSync website at www.BidSync.com. Please contact Dan Clancy at dclancy@slocity.org with questions. Bid questions and answers must be submitted publicly on BidSync where the City will answer. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 Section A DESCRIPTION OF WORK The City of San Luis Obispo ("City") seeks qualifications for video production and photography services to enhance community outreach and engagement. I. GENERAL The City’s goal is to work collaboratively with video and photography production partners to supplement the communcitions efforts with stakeholder audiences, such as residents, nonprofit service providers, business owners and operators, college students and more about City issues and services. Visual aids, such as videos and photography, are important to the success of the City’s outreach efforts. It is anticipated that the outcome from this effort will be increased community satisfaction with City communication. The Consultant will work through a single point of contact in the City's, such as the Public Communications Manager or their designee. A sample scope of work is provided; however, final scopes of work will be determined with the selected Consultant as a part of any contract during negotiations. II. SCOPE OF WORK 1. Planning & Production. Prepare shooting schedules, talent coordination, scripting, pre- production, logistics, timing, etc. for video production and photo shoots. 2. Editing. Assist with editing short-form or long-form videos for publication. This includes licensing for supporting music and graphics, as needed. Several rounds of revision for each video are preferred. 3. Assets. Provide the City with raw video and photographs, as well as the finished product, including high-definition videos and/or photographs. Videos may vary in length depending on the project requirements. III. SUBMITTAL CONTENT 1. Letter of Interest (5-page maximum). Please include in the submittal a letter introducing the Consultant and expressing the Consultant's interest in being considered for on-call video and/or photography consulting services, clearly identifying the applicable sub-area(s) of interest. The letter of interest should also include all of the following: a. Provide the name of the entity, its mailing address, telephone, facsimile number. Please describe the organization. b. Indicate that the Consultant has the availability and time to dedicate the personnel and resources necessary to provide on-call video and photography consulting services. c. Indicate that the Consultant has the minimum qualifications listed in Section III above. d. Indicate the intention of the Consultant to adhere to the provisions described in the RFQ. e. If selected to provide on-call consulting services, the Consultant will be expected to sign a service provider agreement with the City. f. Please identify the contact person responsible for the submittal, specifying the name, title, and contact information. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 g. Please note that the person signing the letter of interest must be a legal representative of the Consultant authorized to bind the Consultant to an agreement in the event of an award. 2. Relevant Experience of Key Personnel and the Firm (10-page maximum). a. Key Personnel Experience. The submittal must identify the key personnel that is to be assigned if awarded a contract, detailing their qualifications, areas of expertise, a summary of their past experience performing similar services for other jurisdictions, and a resume of each key personnel, including experience working with City staff, local San Luis Obispo community groups and decision-makers, and regional partner agencies. b. Firm Experience. The submittal must describe the Firm's pertinent project experience, including a list of performed relevant projects, past performance, individual or team accomplishments, and examples of similar work for San Luis Obispo or neighboring jurisdictions in California including experience working with City staff, local San Luis Obispo community groups and decision-makers, and regional partner agencies. c. General Firm Information. General firm information including the number of employees, location of firm headquarters, branch offices, and the number of years in business may also be provided. Please note that general firm information is not a substitute for the specific information requested in Sections IV.2.a and b above. 3. Fee Structure. Please include a clear and comprehensive fee schedule, including a detailed statement of hourly rates for all positions and classifications of individuals involved and reimbursable expenses. Please also include the rates for a project-by-project basis, such as short-form videos, long-form videos, aerial photography/videography, etc. 4. Client References. Consultants must provide a minimum of three (3) client references. IV. ADDITIONAL SERVICES If there are related services not otherwise identified in the City's RFQ, the Proposer may offer those to the City. Proposals are not required to address any additional services in order to be considered an acceptable proposal. However, the final selection of the successful Proposer may be based on the desirability of the additional services offered. V. SELECTION PROCESS Submittals received by the deadline will be reviewed by a selection panel comprised of City staff who have relevant knowledge and experience. The panel will score the proposals based upon the qualification materials submitted according to the following criteria: 1. Letter of Interest. Availability demonstrated the capacity and qualifications necessary to provide the consulting services specified in the RFQ. Ability to meet standard City contract and insurance requirements. 2. Relevant Experience. a. Demonstrated ability, based on consultant experience and specific experience of key personnel, to provide technical assistance on the types of tasks listed in the DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 RFQ. Consultants need not necessarily be experts in every task in a given sub-area in order to achieve a favorable score. b. Prior experience, including the ability to work with City staff, local San Luis Obispo community groups and decision-makers, and regional partner agencies. (30 Points Maximum) 3. Responsiveness to the RFQ. Presentation, completeness, and clarity of information provided. 4. Fee Structure. The Consultant's cost competitiveness and reasonableness. (20 Points Maximum) 5. Client References. (Pass/Fail) The submittals will be scored on a zero to 100-point scale, excluding bonus points. Consultants who qualify will be placed on the list of qualified on-call consultants for each subarea. Placement on the list of qualified on-call consultants is not a guarantee of work and does not constitute a commitment by the City to enter into a contract with the Consultant. As appropriate, the City may conduct an additional competitive process (e.g., solicit bids or issue Requests for Proposals) prior to awarding contracts. The City anticipates that all services will be on an as-needed or on-call basis. VI. ADDITIONAL TERMS AND CONDITIONS A. Nondiscrimination. The City will not discriminate against any interested consultant on the grounds of race, religious creed, color, national origin, ancestry, handicap, disability, marital status, pregnancy, sex, age, or sexual orientation. B. Cit y's Right to Mod if y RFQ. The City reserves the right at its sole discretion to modify this RFQ (including but not limited to the selection criteria) should the City deem that it is in its best interests to do so. Any changes to the proposal requirements will be made by written addendum. The failure of a consultant to read the latest addendums shall have no effect on the validity of such modification. C. Cit y's Right to Cancel RFQ. The City reserves the right at its sole discretion to cancel this RFQ in part or in its entirety should the City deem that it is in the City's best interests to do so. D. Cit y's Right to Reject All Su b mit t als. The City reserves the right, in its sole discretion, to reject all submittals should the City deem that it is in its best interests to do so. E. Cit y's Right to Ext en d RFQ D eadlines. The City reserves the right to extend the deadline for submittals by written addendum should the City deem that it is in its best interests to do so. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 F. City Right to Negotiate With Consultants. The City reserves the right to negotiate with the consultants on the list of qualified on-call consultants regarding their exceptions to the standard service provider agreement if any, or regarding other price and terms in their submittals and to require the selected Consultant to submit such technical, price, or other revisions of their submittals as may result from negotiations. G. Standard Form Service Provider Agreement & Insurance. Consultants acknowledge that placement on the list of qualified on-call consultants does not commit the City to award a contract. For any project, the City reserves the right to award a contract to consultants (1) that are on the list of qualified on-call consultants; (2) that have an existing contract with the City, or (3) that are selected through a separate competitive process. Consultants on the list of qualified on-call consultants who are awarded a contract will be expected to sign a service provider agreement with the City. The standard service provider agreement and associated insurance requirements are attached as Attachment B. Comments or exceptions, if any, to the standard service provider agreement and/or insurance requirements must be noted in the Letter of Interest. It is understood that consultants have reviewed the service provider agreement (Attachment B) and will take exception only to those items identified in their Letter of Interest. Neither review of the submittal by the City nor placement on the list of qualified on-call consultants constitutes an acceptance by the City of the Proposer's recommended changes to the service provider agreement. If there are any concerns or proposed exceptions requested to the standard service provider agreement, these issues will be discussed at the time the City awards a contract, if any. H. Cost of Submittals. All costs incurred during submittal preparation or in any way associated with the Consultant's preparations or submission shall be the sole responsibility of the Consultant. I. Liability for Submittal Errors. Consultants are liable for all errors and omissions contained in their submittals. J. Permits and Licenses. Consultants, at their sole expense, shall obtain and maintain during the term of any agreement all appropriate permits, certificates, and licenses including, but not limited to, a City Business License, which will be required in connection with the performance of on-call consulting services. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 VII. ADDITIONAL CONSIDERATIONS AND ASSUMPTIONS a. All works submitted to and accepted by the City must be an original piece created by the Contractor. b. All works submitted by the Contractor must be in standard U.S. English and adhere to the Branding and Style Guide. c. All works must be submitted in Microsoft Word format and include a headline pertaining to the work in bold. The work should appear in a non-bolded Calibri, 12-point font. d. The City reserves the right to use all submitted works in current and/or future forms of current media and/or media to be developed. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [date], by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONTRACTOR'S OR CONSULTANT'S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor or Consultant. W I T N E S S E T H: WHEREAS, the City wants to [generally describe the service we want to be performed]. WHEREAS, [Contractor/Consultant] is qualified to perform this type of service and has submitted a [proposal/quote * please always get a proposal in writing] to do so, which has been accepted by City. NOW, THEREFORE, in consideration of their mutual promises, obligations , and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be from the date this Agreement is made and entered, as first written above, until [DATE] and acceptance or completion of said services. 2. INCORPORATION BY REFERENCE City RFQ ______ and Contractor's proposal dated [date] is hereby incorporated in and made a part of this Agreement and attached as Exhibit A. The City's terms and conditions are hereby incorporated in and made a part of this Agreement as Exhibit B. To the extent that there are any conflicts between the Contractor's fees and scope of work and the City's terms and conditions, the City's terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both parties. 3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and Contractor shall receive therefor compensation in a total sum not to exceed $[xx,xxx] for [______________]. 4. CONTRACTOR'S OBLIGATIONS. For and in consideration of the payments and Agreements herein before mentioned to be made and performed by City, Contractor agrees with City to provide services as set forth in ______ DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 5. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the Department Head or City Manager of the City. 6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete Agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral Agreement, understanding, or representation be binding upon the parties hereto. 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: City [DEPT] City of San Luis Obispo Contractor/Consultant Name 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that each individual executing this Agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO, A Municipal Corporation By:_____________________________________ [City Manager Or Dept Head] APPROVED AS TO FORM: CONTRACTOR ________________________________ By: _____________________________________ City Attorney DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 GENERAL TERMS AND CONDITIONS 1. Insurance Requirements. The Contractor shall provide proof of insurance in the form, coverages and amounts specified in the City's Request for Qualification, unless changes are otherwise approved and agreed to in writing between the parties. If the Agreement is entered into outside of a Request for Proposal, Contractor shall provide proof of insurance in the form of coverages and amounts specified. 2. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City's business tax program may be obtained by calling (805) 781-7134. 3. Ability to Perform. The Contractor warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, City, and special district laws, ordinances, and regulations. 4. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. 5. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Contractor is required to pay. 6. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. 7. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 8. Public and Employee Safety. Whenever the Contractor's operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 9. Preservation of City Property. The Contractor shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from the Contractor's operations, it shall be replaced or restored at the Contractor's expense. The facilities shall be replaced or restored to a condition as good as when the Contractor began work. 10. Immigration Act of 1986. The Contractor warrants on behalf of itself and all DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 11. Contractor Nondiscrimination. In the performance of this work, the Contractor agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. 12. Work Delays. Should the Contractor be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the Contractor. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. 13. Payment Terms. The City's payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Contractor (Net 30). 14. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to ascertain that the services of the Contractor are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the City's inspection and approval. The inspection of such work shall not relieve Contractor of any of its obligations to fulfill its contract requirements. 15. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Contractor in preparing its invoices to City as a condition precedent to any payment to Contractor. 16. Interests of Contractor. The Contractor covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with the performance of the work hereunder. The Contractor further covenants that, in the performance of this work, no subcontractor or person having such an interest shall be employed. The Contractor certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Contractor shall at all times be deemed an independent contractor and not an agent or employee of the City. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 17. Hold Harmless and Indemnification. (a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents ("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, including the City's active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services involve a "construction contract" as that phrase is used in Civil Code Section 2783, this paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents ("City Indemnitees"), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels' fees and costs of litigation ("claims"), arising out of the Consultant's performance or Consultant's failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services: In the event Consultant is a "design professional", and the Scope of Services require Consultant to provide "design professional services" as those phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected officials, officers, employees, volunteers and agents ("City Indemnitees"), from and against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert Consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant's performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City's option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 under this paragraph exceed Consultant's proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs. (d) The review, acceptance or approval of the Consultant's work or work product by any indemnified party shall not affect, relieve or reduce the Consultant's indemnification or defense obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. 18. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 19. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Contractor. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City's liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Contractor must, unless otherwise directed, cease work and follow the City's directions as to work in progress and finished goods. 20. Termination. If, during the term of the contract, the City determines that the Contractor is not faithfully abiding by any term or condition contained herein, the City may notify the Contractor in writing of such defect or failure to perform. This notice must give the Contractor a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Contractor has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Contractor to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Contractor's surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Contractor shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City's Notice of Termination, minus any offset from such payment representing the City's damages from such breach. "Reasonable value" includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Contractor as may be set forth in DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Contractor shall be based solely on the City's assessment of the value of the work-in- progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City's sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Contractor be entitled to receive in excess of the compensation quoted in its proposal. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 INSURANCE REQUIREMENTS: Consultant Services The Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, its agents, representatives, employees, or subcontractors. Minimum Scope of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. 4. Errors and Omissions Liability insurance as appropriate to the Consultant's profession. Minimum Limits of Insurance. Contractor shall maintain limits no less than: 1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: $1,000,000 per accident for bodily injury or disease. 4. Errors and Omissions Liability: $1,000,000 per occurrence. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Contractor; products and completed operations of the Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, officials, employees, agents or volunteers. 2. For any claims related to this project, the Contractor's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. 3. The Contractor's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 REFERENCES Number of years engaged in providing the services included within the scope of the specifications under the present business name: . Describe fully three contracts performed by your Firm within the last five years that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your Firm's qualifications. Reference No. 1 Customer Name Contact Individual Telephone & FAX number Street Address City, State, Zip Code Description of services provided including contract amount, when provided and link to final report Reference No. 2 Customer Name Contact Individual Telephone & FAX number Street Address City, State, Zip Code Description of services provided including contract amount, when provided and link to final report Reference No. 3 Customer Name Contact Individual Telephone & FAX number DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 Street Address City, State, Zip Code Description of services provided including contract amount, when provided and link to final report DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7 STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The bidder shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ◼ Do you have any disqualification as described in the above paragraph to declare? Yes No ◼ If yes, explain the circumstances. Executed on _________ at ________ under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Bidder Representative DocuSign Envelope ID: 83F01258-CE6F-42D9-80B1-228EF129FAA7