04-107 Concur, IncA
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CUPE~TI~1~
AGREEMENT
CITY OF CIJPERTINO
10300 Torre Avenue
Cupertino, CA 95014
(408) 777-3200
BY THIS AGREEMENT, made and entered into on the 30th
by and between the CITY OF CUPERTINO (Hereinafter referred to as CITY) and
Name (1) CO~CTTR, inc_ _ (2)
Address 1832-2nd Street City Berl~eley, CA Zip 94710 Phone (~10) 649-8008
(Hereinafter referred as CONTRACTOR), in consideration of their mratual covenants, the parties hereto agree as follows:
CONTRACTOR shall provide or furnish the following specified services and/or materials: Professional services -Bridge Scope
EXHIBITS: The following attached exhibits hereby are made part of ':his Agreement: Exhibit A-Proposed Scope & Budget
TERMS: The services and/or materials furnished under this AgreemE~nt shall commence on August 9 , 2004
and shall be completed before September 7 , 2004
COMPENSATION: For the full performance of this Agreement, CITY shall pay CONTRACTOR: Amount not to exceed $15, 000
California Labor Code, Section 1771 requires the payment of prevailing wages to all workers employed on a Public Works contract in
excess of $1,000.00.
GENERAL TERMS AND CONDITIONS
Hold Harmless: Contractor agrees to save and hold harmless the City, its officers, agents and employees from any and all damage and
liability,~including all costs of defending any claim, caused by or arising out of the performance of this Agreement. City shall not
be liabl for acts of Contractor in performing services described herein.
-~ due to negligence, errors and omissi~~ns
Insurance: Should the City require evidence of insurability, Contract~~r shall file with City a Certificate of Insurance before commencing
any services under this Agreement. Said Certificate shall be subject to the approval of City's Director of Administrative Services.
Non-Discrimination: No discrimination shall be made in the employment of persons under this Agreement because of the race, color,
national origin, ancestry, religion or sex of such person.
Interest of Contractor: It is understood and agreed that this Agreement is not a contract of employment in the sense that the
relationship of master and servant exists between City and undersigned. At all times, Contractor shall be deemed to be an independent
contractor and Contractor is not authorized to bind the City to any contracts or other obligations in executing this agreement. Contractor
certifies that no one who has or will have any financial interest under this Agreement is an officer or employee of City.
Changes: This Agreement shall not be assigned or transferred without the written consent of the City. No changes or variations of any
kind are authorized without the written consent of the City.
CONTRACT CO-ORDINATOR and representative for CITY shall be:
NAME Ralph Qualls
NO. a
PUB~~~ ~~
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'rst
day of September , 20 Qom,
DEPARTMENT Public Works
This Agreement shall become effective upon its execution by CITY, in witness thereof, the parties have executed this
Agreement the day and year first written above.
CONTRACTOR: C-1TY OF CUPERTINO:
Title ~ G Title
Soc. Sec. # Tax I
APPROVALS
EXPENDITURE DISTRIBUTION
DEP TM HE ~TE7~1'7 /"~ ACCOUNT NUMBER AMOUNT
L - ~ ;((mil
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/
LERK `D ~ I ~ ~D I G ]j' ~ I
ite: City Clerk
Green: Finance Yellow: Contractor ink: Receiving Gold: Department
Proposed Scope and Budget
CONCUR Level of Effort
Santa Clara Valley Water Resource Protection Collaborative
August 9 -September 7, 2004
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Task Description Personnel Rate Hours Total
Task 1: Convene and Facilitate Six Collaborative IVleetin s
a. repare or, on uc , e rle Ix
Planning Teleconferences with
Steering Committee(Call to focus on
Presentation to District Board and
Preparation for Comparison
Exercise)
rinci al
178.50
5
892.5
Associate $147.00 3 $441.0
Pro'ect Assistant $90.p0 0 $0.00
Subtask Subtotal $1,333.5
1 oor mate an support
presentations of Collaborative
members to SCVWD Board
Princi al
$178.50
12
$2,142.0
Associate $147.00 12 $1,764.0
Pro'ect Assistant $90.00 4 $360.0
Subtask Subtotal $4,266.0
1 c. onvene an Facl hate Ix
Collaborative Meetings, including Set
Up and Take Down
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
1 d. Draft briefing memo after SCV
Board hearing
Princi al
$178.50
4
$714.0
Associate $147.00 2 $294.0
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $1,008.0
e. repare or, ra an Is rl u e
agenda, facilitate, debrief and preps
summary memo for meeting with
City/County Caucus and Senior
District Staff
rinci al
178.50
0
0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 O $0.00
Subtask Subtotal $0.00
Ina Ize summary o agreements,
with Resolution of Consensus, after
8/5 ratification, and distribute to
Collaborative members
rinci al
178.50
3
535.5
Associate $147.00 3 $441.0
Pro'ect Assistant $90.00 5 $450.0
Subtask Subtotal $1,426.5
as u tots $6;607:!.50
Prepared by CONCUR, Inc. 9/29/04 Page 1
Task 2: Coordination, Communication, Updatin Ur anizational Documents, Website Postin s
a. one consu a Ions, Iscusslon
and strategic planning
communications between meetings,
with Collaborative and Work Team
members, District Staff and Work
Team consultants
rinci al
178.50
2
2,142.0
Associate $147.00 9 $1,323.0
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $3,465.0
2b. Update Tasking Memo, Meeting
Schedule and Summary of Ratified a
Pending Work Products, after each
Collaborative and Work Team Meetin
d
rinci al
178.50
1
178.5
Associate $147.00 1 $147.0
Pro'ect Assistant $90.00 O $0.00
Subtask Subtotal $325.5
2c. Prepare and Post Agenda, Key
Outcomes Memos and Agreement
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 1.5 $135.0
Subtask Subtotal $135.0
as u tota $3,925;50
Prepared by CONCUR, Inc. 9/29/04 Page 2
Task 3: Convene and Facilitate Six Strate ies and Tools Work Team Meetin s'
3a. Prepare and distribute agenda a
materials for Guidelines and Standar
meeting and orientation meetin~No
Chap 7 meeting in August, efforts
to focus on conducting strategic
planning and preparing materials for
city/county comparison analysis,) Princi al $178.50 6 $1,071.0
Associate $147.00 12 $1,764.0
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $2,835.0
nve I e +
meeting and orientation meetin~jNo
Chap 7 mtg, but will include
preparation of orientation meeting
for city reps and development of
standard presentations for
governing boards and legal
counsels) Princi al $178.50 8 $1,428.0
Associate $147.00 18 $2,646.0
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $4,074.0
3c. Draft, revise and distribute KOM;
develop stepwise plan for compariso
of local practice with proposed G+S' Princi al $178.50 O $0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
as u o a 6,909.00
Tas 3 oes not Inc u e Rlg t I e +T -Estimate a ort or managing that tas Is re lecte
in Task 3.5.
Task 3.5: Facilitate and Liason with Ri ht Side Strate. ies and Tools Work Team
. a. repave an Istrl ute gen
and Materials for Right Side Strategi
and Tools Meetings
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Pro~ect Assistant $90.00 O $0.00
Subtask Subtotal $0.00
3.5 onvene an Facl hate Rlg t
Side Strategies and Tools Work Tea
Meetings
Princi al
$178.50
O
$0.00
Associate $147.00 0 $0.00
Pro~ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
3.5c. Draft, Peer Review, Revise,
Finalize, Distribute Key Outcomes
Memoranda from Work Team meetin
9rinci al
$1 78.50
O
$0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Sut~total $0.00
as u o a 0.00
Prepared by CONCUR, Inc. 9/29/04 Page 3
as 4: rgarnze, ecrult, onvehe an acl hate ree ompre enswe an ore roup
Meetings'
a. arry ut an oor mate
Formation and Recruitment of Core
Team Members; Draft Final Team
Roster
rinci al
178.50
0
0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
4 .Prepare an Dlstrl ute Agen as,
Attachments for Three Core Group
Meetings
Princi al
$178.50
O
$0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 O $0.00
Subtask Subtotal $0.00
4c. Convene and Facilitate Three Co
Group Meetings
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
ra t, eer evlew, evlse,
Finalize, Distribute Key Outcomes
Memoranda from Three Core Group
Meetings
rinci al
178.50
0
0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
as 4 u tota $0.00
Prepared by CONCUR, Inc. 9/29/04 Page 4
Task 5: Or anize, Recruit, Convene and Facilitate Three Liaison Group Meetin s
a. rganlze, orm Oster, repave
and Distribute Agendas and
Attachments for Three Liaison Grou
Meetings
rinci al
178.50
O
0.00
Associate $147.00 O $0.00
Project Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
5b. Convene and Facilitate Three
Liason Group Meetings
Princi al
$178.50
O
$0.00
Associate $147.00 0 $0.00
Project Assistant $90.00 O $0.00
Subtask Subtotal $0.00
c. ra t, eer evlew, evlse,
Finalize, Distribute Key Outcomes
Memoranda from Three Liason Group
Meetings
rinci al
178.50
0
0.00
Associate $147.00 0 $0.00
Project Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
as u tota $0.00
Task 6: Or anize, Recruit, Convene and_Facilitate Pilot Projects
a. ra t, Istn ute an summarize
results from survey; draft and
distribute agenda for Pilot Project
Work Team teleconference
rinci al
178.50
0
0.00
Associate $147.00 0 $0.00
Project Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
6b. Convene and Facilitate Three Pil
Project Meetings
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Project Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
6c. Dra t an Istrl ute K M wlt ne
steps based on meeting and survey
results
Princi al
$178.50
0
$0.00
Associate $147.00 0 $0.00
Project Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
as u o a $0.:00
Prepared by CONCUR, Inc. 9/29/04 Page 5
as rgarnze, ecrult, onvene an acs state vro nstrtutlona rrangements or eam
Meetin s
7a. Organize, Form Roster, Prepare
and Distribute Agendas and
Attachments for Two Institutional
Arrangements Work Team Meetings Prince al $178.50 0 $0.00
Associate $147.00 0 $0.00
Pro'ect Assistant $90.00 O $0.00
Subtask Sulbtotal $0.00
7b. onvene and Facl hate Two
Institutional Arrangements Work Tea
Meetings Princi al $178.50 0 $0.00
Associate $147.00 O $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
c. ra u Ine an emo ecor In
Recommendations of Work Team For
and Function of Governing Body; Pee
Review, Revise, Receive Comments
from Work Team members; Present
Collaborative Princi al $178.50 O $0.00
Associate $147.00 O $0.00
Pro'ect Assistant $90.00 0 $0.00
Subtask Subtotal $0.00
as u tota $0.00
Subtotals by Staff Principal $178.50 51.00 $9,103.5
Associate $147.00 60.00 $8,820.0
Pro'ect Assistant $90.00 10.50 $945.0
Professional Services Subtotal 121.5 $18,868.50
erect xpenses
Telecommunications (Phone, Conference Calls, F~Ixes)
Copying, Express Mail
Roundtrip Travel to Meetings (Berkeley to San Jose and Santa Cn
to San Jose) $100.0
$50.0
$100.0
u tota $250.00
TOTAL $19,1 18.50
Amount Remainin on Previous Scope: -$4,151.7
Adjusted Total Amount needed for Aug-:Sept. $14,966.75
Prepared by CONCUR, Inc. 9/29/04 Page 6