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HomeMy WebLinkAboutAgreement - Adams Ashby Group - 1st Addendum to the Agreement for Services - Signed 2022-10-28City of Gilroy Agreement/Contract Tracking Today’s Date: September 14, 2022 Your Name: Monica Sendejas Contract Type: Services over $5k - Consultant Phone Number: 408-846-0460 Contract Effective Date: (Date contract goes into effect) 12/1/2021 Contract Expiration Date: 6/30/2023 Contractor / Consultant Name: (if an individual’s name, format as last name, first name) Adams Ashby Group Contract Subject: (no more than 100 characters) 1st Addendum to the Agreement for Services - Adams Ashby Contract Amount: (Total Amount of contract. If no amount, leave blank) $92,500.00 By submitting this form, I confirm this information is complete: ➢Date of Contract ➢Contractor/Consultant name and complete address ➢Terms of the agreement (start date, completion date or “until project completion”, cap of compensation to be paid) ➢Scope of Services, Terms of Payment, Milestone Schedule and exhibit(s) attached ➢Taxpayer ID or Social Security # and Contractors License # if applicable ➢Contractor/Consultant signer’s name and title ➢City Administrator or Department Head Name, City Clerk (Attest), City Attorney (Approved as to Form) Routing Steps for Electronic Signature Risk Manager City Attorney Approval As to Form City Administrator or Department Head City Clerk Attestation DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 -1- 4845-8215-5540v1 MDOLINGER\04706083 FIRST AMENDMENT TO ADAMS ASHBY GROUP AGREEMENT FOR SERVICES WHEREAS, the City of Gilroy, a municipal corporation (“City”), and Adams Ashby Group entered into that certain agreement entitled Agreement for Services, effective on February 1, 2022, hereinafter referred to as “Original Agreement”; and WHEREAS, City and Adams Ashby Group have determined it is in their mutual interest to amend certain terms of the Original Agreement. NOW, THEREFORE, FOR VALUABLE CONSIDERATION, THE PARTIES AGREE AS FOLLOWS: 1. The first paragraph of Article 1 (Term of Agreement) of the Original Agreement shall be amended to read as follows: “This Amendment will become effective retroactively on December 1, 2021 and continue in effect through June 30, 2023 unless terminated in accordance with the provisions of Article 7 of this agreement. 2. Article 4, Section A (Consideration) of the Original Agreement shall be amended to read as follows: “In consideration for the services to be performed by CONSULTANT, CITY agrees to pay CONSULTANT the amounts set for in Exhibit “D” (“Payment Schedule”). In no event however shall the total compensation paid to CONTRACTOR exceed $92,500.00. 3. Except as expressly modified herein, all of the provisions of the Original Agreement shall remain in full force and effect. In the case of any inconsistencies between the Original Agreement and this Amendment, the terms of this Amendment shall control. 4. This Amendment may be executed in counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. IN WITNESS WHEREOF, the parties have caused this Amendment to be executed as of the dates set forth besides their signatures below. CITY OF GILROY ADAMS ASHBY GROUP By: By: [signature] [signature] Jimmy Forbis Lorie Ann Adams [employee name] [name] City Administrator President [title/department] [title] Date: Date: DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 10/24/202210/26/2022 -2- 4845-8215-5540v1 MDOLINGER\04706083 Approved as to Form ATTEST: City Attorney City Clerk DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 EXHIBIT “D” PAYMENT SCHEDULE The goal of the CONSULTANT is to utilize a portion of general administration dollars (20% cap) to cover these services, while still leaving enough monies to assist and support the CDBG program at the CITY level. CONSULTANT will bill at a flat rate/monthly fee, based on the below schedule: a. $5,500 per month for a seven-month period effective December 1, 2021 through June 30, 2022. b. $4,500 per month for a twelve-month period effective July 1, 2022 through June 30, 2023. Meetings on site can be scheduled when necessary, but no more than once per month based on the distance between our offices. Any additional days on site, or overnight stays for the once per month meeting due to late hour meetings, would then be charged separately from the monthly charges listed above, billed on a time and material basis, based on the rates quoted/provided by CONSULTANT to CITY prior to the authorization of the additional travel. DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 10/20/2022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.If SUBROGATIONIS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER USAA INSURANCE AGENCY INC/PHS 65812846 The Hartford Business Service Center 3600 Wiseman Blvd San Antonio, TX 78251 CONTACT NAME: PHONE (A/C, No, Ext): (866) 467-8730 FAX (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# INSURED ADAMS ASHBY GROUP INC. 1000 LINCOLN RD # H212 YUBA CITY CA 95991-6598 INSURER A : Sentinel Insurance Company Ltd.11000 INSURER B : Continental Casualty Co.20443 INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/Y YYY)LIMITS A COMMERCIAL GENERAL LIABILITY X 65 SBA NW6130 06/01/2022 06/01/2023 EACH OCCURRENCE $2,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence)$1,000,000 X General Liability MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $4,000,000 POLICY PRO- JECT X LOC PRODUCTS - COMP/OP AGG $4,000,000 OTHER: A AUTOMOBILE LIABILITY 65 SBA NW6130 06/01/2022 06/01/2023 COMBINED SINGLE LIMIT (Ea accident)$2,000,000 ANY AUTO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) X HIRED AUTOS X NON-OWNED AUTOS PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS- MADE EACH OCCURRENCE AGGREGATE DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N/ A PER STATUTE OTH- ER Y/N E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE - POLICY LIMIT B Professional Liability 596466820 05/19/2022 05/19/2023 Each Occurrence Aggregate $1,000,000 $2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. Certificate Holder is an additional insured per the Professional Liability Coverage when required by contract. CERTIFICATE HOLDER CANCELLATION City of Gilroy 7351 ROSANNA ST GILROY CA 95020-6141 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528 3600 WISEMAN BLVD. SAN ANTONIO TX 78251 (888)242-1430 (888)242-1430 SERVICE.TX@THEHARTFORD.COM (888)242-1430 (888)242-1430 USAA INSURANCE AGENCY INC/PHS The Hartford Hartford Fire Insurance Company and its Affiliates One Hartford Plaza,Hartford,Connecticut 06155 001 07/07/22 06/01/22 06/01/23 65 SBA NW6130 DX ADAMS ASHBY GROUP,INC SEE FORM SS1235 770 L ST.STE 950 SACRAMENTO CA 95814 07/07/22 002 USAA INSURANCE AGENCY INC/PHS 812846 SENTINEL INSURANCE COMPANY,LIMITED ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT.IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT,CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE PROPERTY OPTIONAL COVERAGES APPLICABLE TO ALL LOCATIONS ARE ADDED COMPUTERS AND MEDIA COVERAGE FORM SS 04 41 DEDUCTIBLE:$1,000 FORM NUMBERS OF ENDORSEMENTS REVISED AT ENDORSEMENT ISSUE: IH12001185 ADDITIONAL INSURED -PERSON-ORGANIZATION PRO RATA FACTOR:0.921 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 11 04 05 T Page Process Date:Policy Effective Date: Policy Expiration Date: 65 SBA NW6130 ADDITIONAL INSURED -PERSON-ORGANIZATION COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK 130 AVRAM AVE. ROHNERT PART,CA 94928 CITY OF TRACY INCLUDING ITS ELECTED OFFICIALS,OFFICERS,EMPLOYEES, AGENTS AND VOLUNTEERS 333 CIVIC CENTER PLAZA TRACY CA 95376 COUNTY OF TEHANA IT'S ELECTIVE OFFICIALS,OFFICERS,EMPLOYEES AND VOLUNTEERS 727 OAK STREET RED BLUFF,CA 96080 COUNTY OF YOLO 625 COURT ST STE 202 WOODLAND,CA 95695 VALLEY CONTRACTORS EXCHANGE 951 EAST 8TH ST. CHICO,CA.95928 COUNTY OF NEVADA,AND ITS OFFICERS,AGENTS,EMPLOYEES &VOLUNTEERS 950 MAIDU AVE NEVADA CITY,CA 95959 RE:LOC 001 &002 BLDGS 001 CALAVERAS HEALTH AND HUMAN SERVICES AGENCY ATTENTION:MARK KSENZULAK 509 EAST ST.CHARLES STREET SAN ANDREAS,CA 95249 003 001 (CONTINUED ON NEXT PAGE) 07/07/22 06/01/23 65 SBA NW6130 ADDITIONAL INSURED -PERSON-ORGANIZATION CITY OF GILROY ITS OFFICERS,OFFICIALS AND EMPLOYEES 7351 ROSANNA ST GILROY,CA 95020 THE CITY OF FORT BRAGG,ITS OFFICIALS,OFFICERS,EMPLOYEES,AGENTS, AND VOLUNTEERS 416 N FRANKLIN STREET FORT BRAGG,CA 95437 CITY OF ANGELS CAMP PO BOX 667 ANGELS CAMP CA 95222-0667 CITY OF YREKA 701 4TH ST YREKA,CA 96097 CITY OF MANTECA 1001 W CENTER ST MANTECA,CA 95337 003 002 (CONTINUED ON NEXT PAGE) 07/07/22 06/01/23 DocuSign Envelope ID: C4C2F404-75A5-4F2C-8208-89A66375D528