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COMPLETED BOARD ORDER AND AGR V�Before the Board of Supervisors in and for the
County of Monterey, State of California
Agreement No. A-12023
a. Approve Professional Services Agreement with Jones &
Stokes Associates, Inc., a wholly owned subsidiary of ICF
Consulting Group, Inc., a Delaware corporation, to provide a
Climate Action Plan CAP) for County of Monterey
Operations RFP#10287), in an amount not to exceed
$111,357.35, for a term through June 30, 2012; and
b. Authorize the Contracts/Purchasing Officer to execute the
Professional Services Agreement and future amendments to
this Agreement where the amendments do not significantly
alter the scope of work or change the approved Agreement
amount. REF 110024/ICF Consulting Group, Inc.)..........
Upon motion of Supervisor Salinas, seconded by Supervisor Calcagno, and carried by those
members present, the Board hereby;
a. Approved Professional Services Agreement with Jones & Stokes Associates, Inc.,
a wholly owned subsidiary of ICF Consulting Group, Inc., a Delaware
corporation, to provide a Climate Action Plan CAP) for County of Monterey
Operations RFP#10287), in an amount not to exceed $111,357.35, for a term
through June 30, 2012; and
b. Authorized the Contracts/Purchasing Officer to execute the Professional Services
Agreement and future amendments to this Agreement where the amendments do
not significantly alter the scope of work or change the approved Agreement
amount.
PASSED AND ADOPTED on this 28th day of June, 2011, by the following vote, to wit:
AYES: Supervisors Calcagno, Salinas, and Parker
NOES: None
ABSENT: Supervisors Armenta and Potter
I, Gail T. Borkowski, Clerk of the Board of Supervisors of the County of Monterey, State of California, hereby
certify that the foregoing is a true copy of an original order of said Board of Supervisors duly made and entered
in the minutes thereof of Minute Book 75 for the meeting on June 28, 2011.
Dated: July 7, 2011 Gail T. Borkowski, Clerk of the Board of Supervisors
County of Monterey, State of California
By
43
Deputy
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COMPLETED BOARD ORDER AND AGR V�COUNTY OF MONTEREY AGREEMENT FOR PROFESSIONAL SERVICES
WITH SURVEYORS, ARCHITECTS, ENGINEERS & DESIGN PROFESSIONALS
MORE THAN $100,000)*
This Professional Services Agreement Agreement") is made by and between the County of Monterey, a
political subdivision of the State of California hereinafter County") and:
Jones & Stokes Associates, Inc., a wholly owned subsidiary of ICF Consulting Group, Inc., a Delaware corp.
hereinafter CONTRACTOR").
In consideration of the;mutual covenants and conditions set: forth in this Agreement, the parties agree as
follows:
1. SERVICES TO BE PROVIDED: The County�herebyengagesCONTR.ACTOR to perform, and
CONTRACTOR hereby agrees to perform., the services. described in=Exhibit A m conformity with the terms of
this Agreement The services are generally. described as follows
Provide aClimate Action Plan CAP)for County of;Iylonterey Operations the term municipal
operations" inthe Scope ofServices-meansCounty operations)
2. PAYMENTS BY C.OUNTY. County shallpay the CONTRACTOR in accordance with the payment
provisions set forth in Exhibit A, subject to the limitations':set forth in this` Agreement. The total amount
payable byCountyao CONTRACTOR under this Agreement:::shall not exceed.:the sum of $111;357.35.
3. TERM OF AGREEMENT::: The term of this Agreement is from June 28,'2011 to
June 30., 2012 unless sooner terminated pursuant to the terms of this Agreement. This
Agreement is of-no force or effect until signed by both CONTRACTOR and County and with County signing
last, and CONTRACTOR may not commence work before County signs this Agreement.
4. ADDITIONAL PROVISIONS/EXHIBITS. The following attached exhibits are.-incorporated herein by
reference and constitute a part of this Agreement:
Exhibit A Scope-of'S.ervices/Payment Provisions
5. PERFORMANCE STANDARDS.
5.01. CONTRACTOR warrants that CONTRACTOR and CONTRACTOR's agents, employees, and
subcontractors performing: services under this Agreement are specially trained, experienced, competent, and
appropriately licensed to perform the work and deliver the services required under this Agreement and are not
employees of the County, or immediate: family of an employee of the County.
5.02. CONTRACTOR, its agents, employees, and subcontractors shall perform all work in a safe and
skillful manner and in compliance with all applicable laws and regulations. All work performed under this
Agreement that is required by law to be performed or supervised by licensed personnel shall be performed in
accordance with such licensing requirements.
PSA over S100,000 For 1 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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COMPLETED BOARD ORDER AND AGR V�*Approved by County Board of Supervisors on
5.03. CONTRACTOR shall furnish, at its own expense, all materials, equipment, and personnel necessary
to carry out the terms of this Agreement, except as otherwise specified in this Agreement. CONTRACTOR
shall not use County premises, property including equipment, instruments, or supplies) or personnel for any
purpose other than in the performance of its obligations under this Agreement.
6. PAYMENT CONDITIONS.
6.01. CONTRACTOR. shall submit-to the Contract Administrator.'aninvoice on a form acceptable to
County. If not otherwise specifi ed, the CONTRACTOR may submit.such invoice periodically or at the
completion of services, butin any event, not. later than 3.0 days' after completion of services. The invoice shall
set forth the amounts claimed by CONTRACTOR for: the.previous period, together with an itemized basis for
the amounts claimed, and such other information. pertinent to the: invoice as-the County may require. The
Contract Administrator or his or her designee shall certify the invoice; either in:the requested amount or in such
other amount as the County approves iii conformity with this Agreement, and shall: promptly submit such
invoice to.the County Auditor Controller' for. payment. The County Auditor-Controller shall pay the amount
certified within 30 days of receiving the certified invoice
6.02. CONTRACTOR shall not receive reimbursement for travel expenses unless set forth in this
Agreement.
7. 1 ERMI NA. ION.
7.01. During: the term of this Agreement, the County may erminate the Agreement for any reason by
giving written notice of termination to the CONTRACTOR at least thirty 30)days prior to the effective: date of
termination. Such notice shall set forth the effective date of termination. In the event of such termination, the
amount payable under.tins Agreement shall'be reduced in proportion to the services provided prior to the date of
termination.
7.02. The County may cancel and terminate this Agreement for good cause effective immediately upon
written notice to CONTRACTOR. Good cause" includes the failure of CONTRACTOR to perform the
required services at the time and in the manner-provided under this Agreement. If County: terminates this
Agreement for good cause, the County may be relieved of the payment of any consideration to
CONTRACTOR, and the County may proceed with the workin any manner, which Countydeems proper. The
cost to the County shall be deducted from any sum due the CONTRACTOR under. this Agreement.
8. INDEMNIFICATION.
8.01 For purposes of the following indemnification provisions Indemnification Agreement"), design
professional" has the same meaning as set forth.in California Civil Code section.2782.8. If any term, provision
or application of this Indemnification Agreement is.found to, be invalid, in violation of public policy or
unenforceable to any extent, such finding shall not invalidate any other term or provision of this
Indemnification Agreement and such other terms andprovisionsshall continue in full force and effect. If there
is any conflict between the terms, provisions or application of this Indemnification Agreement and the
provisions of California Civil Code Sections 2782 or 2782.8, the broadest indemnity protection for the
COUNTY under this Indemnity Agreement that is permitted by law shall be provided by CONTRACTOR.
PSA over $100,000 For 2 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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COMPLETED BOARD ORDER AND AGR V�8.02 Indemnification for Design Professional Services Claims:
CONTRACTOR shall indemnify, defend and hold harmless COUNTY, its governing board, directors, officers,
employees, and agents against any claims that arise out of, or pertain to, or relate to the negligence,
recklessness, or willful misconduct of the CONTRACTOR, its employees, subcontractors, and agents in the
performance of design professional services under this Agreement, excepting only liability arising from the sole
negligence, active negligence or willful misconduct of the COUNTY, or defect in a design furnished by the
COUNTY.
8.03 Indemnification for All Other Claims or Loss:.
For any claim, loss, injury, damage, expense or`liability. other thanclauns.,arising out of the CONTRACTOR's
performance of design.: professional services under this Agreement, CONTRACTOR shall indemnify, defend
and hold harmless COUNTY, its governing board, directors, officers, employees, and agents against any claim
for loss, injury, damage, expense or liability; resulting from or alleging: injury to ordeath-of any person or loss of
use of or damage to property, arising from or related-to the: erformance of services: under this Agreement by
CONTRACTOR, its employees, subcontractors or agents, excepting only liability arising from the sole
negligence active negligence-. r.willful misconduct of the COUNTY, or defect in a. design furnished by the
9.01 Evidence of Coverage:
Prior to commencement of this'.::Agreement; the Contractor shall providea Certificate of
Insurance" certifying; that. coverage as required herein-has been obtained. Individual;: endorsements
executed by the insurance carrier shall accompany the: certificate: In addition the Contractor- upon
request shall provide a certified copy of the policy orpolicies;
This verification of coverage shall be sent to the County's, Contracts/Purchasing Department,
unless otherwise directed. The Contractor shall:not receive a Notice to Proceed" with the work
under this Agreement until it has obtained all insurance required and such, insurance has been
approved by the. County. This approval of insurance shallneither relieve nor decrease the liability
of the Contractor.
9.02 Oualifving Insurers:
All coverage'.s, except surety, shall be issued bycompanies which hold a current policy holder's
alphabetic and financial size category rating of not less than A- VII, according to the current
Best's Key Rating Guide or acompany of equal financial stability that is approved by the
County's Purchasing Manager.
9.03 Insurance Coverage Requirements: Without limiting CONTRACTOR's duty to indemnify,
CONTRACTOR shall maintain in effect throughout the term of this Agreement a policy or
policies of insurance with'the following. minimumlimits of liability:
PSA over $100,000 For 3 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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COMPLETED BOARD ORDER AND AGR V�Commercial general liability insurance, including but not limited to premises and operations,
including coverage for Bodily Injury and Property Damage; Personal Injury, Contractual Liability,
Broadform Property Damage, Independent Contractors, Products and Completed Operations, with
a combined single limit for Bodily Injury and Property Damage of not less than $1,000,000 per
occurrence.
Modification Justification attached; subject to approval).
Business automobile liability insurance:;-covering. all motor vehicles, including owned, leased,
non-owned, and hired' Vehicles, used inproviding services: under this Agreement, with a combined
single limit for Bodily Injury: and Property Damage of not less: than$1,000,000 per occurrence.
Modification Justification attached, subject to-approval).
Workers' Compensation: Insurance, if CONTRACTOR, employs others in the. performance of this
Agreement, in accordance with California Labor Code section 3700 and with Employer's Liability
limits not less than $1,000,000 each person $1,00.0,000 each accident and $1,000,000 each
disease.
Modification Justification. attached, subject-to approval).
expiration or earlier termination of this Agreement;, obtain extended reporting coverage tail
coverage") with the-same liability limits. Any such tail coverage shall continue for at least three
claims-made" basis rather than an occurrence basis, the CONTRACTOR shall; upon the
and;$2,000,000 in the.aggregate, to coverliability for.malpractice or errors or.omissions,made in
the course of rendering' professional services If professional liability insurance is written on a
California Business and Professions.Code), in the, amount of not less than $1;000000 per claim
Professional liability insurance,.: if required for the professional services being provided, e.g.,
those persons authorized`:by a license to engage; m a business or profession regulated by the
Modification Justification attached; subject to approval).:
years following the expiration: or. earlier termination of this Agreement.
9.04 Other Insurance Requirements.
All insurance required' by this Agreement shall be with a.company acceptable to ithe County and
issued and executed.by.an admitted insurer authorized to transact Insurance business in the State
of California. Unless otherwise specifiedby this Agreement, all. such insurance shall be written on
an occurrence basis,.or, if the policy:isnot written on an occurrence basis, such policy with the
coverage required herein shall continue in effect for.a period of three years following the date
CONTRACTOR completes its performance of services under this Agreement.
Each liability policy shall provide that the County shall be given notice in writing at least thirty
days in advance of any endorsed reduction in coverage or limit, cancellation, or intended non-
renewal thereof. Each policy shall provide coverage for Contractor and additional insureds with
respect to claims arising from each. subcontractor, if. any, performing work under this Agreement,
or be accompanied by a certificate of insurance from each subcontractor showing each
subcontractor has identical insurance coverage to the above requirements.
Commercial general liability and automobile liability policies shall provide an endorsement
naaning the County of Monterey, its o acers. agents, and emplovees as Additional Insureds with
respect to liability arising out of the CONTRACTORS work, including ongoi and completed
PSA over $100,000 For 4 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Tenn: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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COMPLETED BOARD ORDER AND AGR V�operations, and shall further provide that such insurance is primary insurance to any insurance or
self-insurance maintained by the County and that the insurance of the Additional Insureds shall
not be called upon to contribute to a loss covered by the CONTRACTORS insurance. The
required endorsement form for Commercial General Liability Additional Insured is ISO Form CG
20 10 11-85 or CG 20 10 10 01 in tandem with CG 20 37 10 01 2000). The required
endorsement farm for Automobile Additional Insured endorsement is ISO Form CA 20 48 02 99.
Prior to the execution of this Agreemenfby-the County, CONTRACTOR shall file certificates of
insurance with the County's contract. administrator and County's Contracts/Purchasing Division,
showing that theCONTRACTOR has in effect the insurance required by this Agreement. The
CONTRACTOR shall file a new or amended certificate of insurance within five calendar days
after any change is made in any insurance policy, which would alter the information on the
certificate then on Me. Acceptance or approval:of.:insurance shall in no waymodify or change the
indemnification clause in this Agreement, which shall continue in.full-force and effect.
CONTRACTOR shall at all times during'. the term of this Agreement maintain in force the
insurance coverage required under thts:;Agreement and shall send,. without demand by County,
annual certificates to County's Contract Administrator and Countys Contracts/Purchasing
Division. If the certificate is not received by the expiration date,: County shall notify
CONTRACTOR and CONTRACTOR.shallhave five calendar days to send in the certificate,
evidencing no.lapse.:in coverage during the interim. Failure by.CONTRACTOR.to maintain such
insurance is. a default of this Agreement, which entitles County, at: is sole discretion, to terminate
thus Agreement immediately.
10.01 Confidentiality. CONTRACTOR and its officers, employees; agents, and subcontractors shall
comply with any and all federal, state, and local laws,-which provide for the confidentiality of
records and other information. CONTRACTOR shall not disclose any confidential records or other
confidential information received from the County or prepared in connection with the performance
of this Agreement, unless. County specifically permits CONTRACTOR to disclose such records or
information. CONTRACTOR shall promptly transmit to County any and all requests for
disclosure of any such confidential records or information. CONTRACTOR shall not use any
confidential information gained by CONTRACTOR in ate performance of this Agreement except
for the sole purpose of carrying out CONTRACTORS obligations under this Agreement.
10.02 County Records. When this Agreement expires or terminates,. CONTRACTOR shall return to
County any County records which CONTRACTOR used or received from County to perform
services under this Agreement.
10.03 Maintenance of Records. CONTRACTOR shall prepare, maintain, and preserve all reports and
records that may be required by federal, state, and County rules and regulations related to services
performed under this Agreement. CONTRACTOR shall maintain such records for a period of at
least three years after receipt of final payment under this Agreement. If any litigation, claim,
negotiation, audit exception, or other action relating to this Agreement is pending at the end of the
three year period, then CONTRACTOR shall retain said records until such action is resolved.
PSA over $100,000 For 5 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Tenn: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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COMPLETED BOARD ORDER AND AGR V�10.04 Access to and Audit of Records. The County shall have the right to examine, monitor and audit
all records, documents, conditions, and activities of the CONTRACTOR and its subcontractors
related to services provided under this Agreement. Pursuant to Government Code section 8546.7,
if this Agreement involves the expenditure of public funds in excess of $10,000, the parties to this
Agreement may be subject, at the request of the County or as part of any audit of the County, to
the examination and audit of the State Auditor pertaining to matters connected with the
performance of this. Agreement for. a period of three years after final payment under the
Agreement.
10.05 Royalties and Inventions. County shall have a royalty-free, exclusive and irrevocable license to
reproduce, publish, and. use,. and authorize others, to do so, all original computer programs,
writings, sound recordings pictorial reproductions, drawings, and other works of similar nature
produced in the course of or underthis.Agreement. CONTRACTOR shall not publish any such
material without the prior written approval of County.
11. NON-DISCRINHNATION. During the performance of this Agreement, CONTRACTOR, and its
subcontractors, shall not unlawfully discriminate against any person because of race, religious creed, color,
sex, national ori in, ancestry, physical disability,. mental disability medical condition, marital atatus, age
over 40), or sexual orientation, either in C.ONTRACTOR's employment practices or in-the furnishing of
services to recipients. CONTRACTOR shall ensure: that the, evaluation and treatment of its employees and
applicants for employment and:all-persons Teceiving and requesting services are free of such: discrimination.
CONTRACTOR and any subcontractor shall, in the performance ofthis Agreement, fully comply with all
federal, state, and local laws and regulations, which prohibit discrimination. The provision of services
primarily or exclusively to such target population as may be. designated in this Agreement shall not be
deemed to be prohibited discrimination.
12.-:COMPLIANCE WITH TERMS OF STATE OR FEDERAL GRANT. If this Agreement has been or
will be funded with monies received by the County pursuant to a?:contract with the state or federal
government in which the County is the grantee, CONTRACTOR will.-comply with all the provisions of said
contract, to the extent applicable to CONTRACTOR as a subgrantee under' said contract, and said
provisions shall be deemed a part of this Agreement, as though fully set forth herein: Upon request, County
will deliver a copy of said contract to CONTRACTOR, at.no cost to CONTRACTOR.
13. INDEPENDENT CONTRACTOR. In the performance of work, duties, and obligations under this
Agreement, CONTRACTOR is at all tunes acting and performing as an independent contractor and not as
an employee of the County. No offer or obligation of permanent employment with the County or particular
County department or agency is intended in any manner, and CONTRACTOR shall not become entitled by
virtue of this Agreement to receive from County any form of employee benefits including but not limited to
sick leave, vacation, retirement benefits, workers' compensation coverage, insurance or disability benefits.
CONTRACTOR shall be solely liable for and obligated to pay directly all applicable taxes, including
federal and state income taxes and social security, arising out of CONTRACTOR's performance of this
Agreement. In connection therewith, CONTRACTOR shall defend, indemnify, and hold County harmless
from any and all liability, which County may incur because of CONTRACTOR's failure to pay such taxes.
PSA over $100,000 For 6 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
40737-U01
COMPLETED-U02
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LI21329-U03
FO96183-U03
FO96184-U03
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AI103188-U03
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COMPLETED BOARD ORDER AND AGR V�14. NOTICES. Notices required under this Agreement shall be delivered personally or by first-class, postage
pre-paid mail to the County and CONTRACTOR'S contract administrators at the addresses listed below:
FOR COUNTY:
FOR CONTRACTOR:
Dalia Mariscal-Martinez, Management Analyst.I.I Rich Walter, Principal
Name and Title
County of Monterey, Resource Management Agency,.
168 West Alisal Street, 2nd Fioor
Salinas, CA 93901 Name and Title
Jones & Stokes Associates, Inc.
620 Folsom Street, Suite.:200.
San Francisco,: CA 94107
Address Address
831) 755-:896.6 5?10) 290-1860
Phone Phone
15. MISCELLANEOUS PROVISIONS:
15;01 Conflict of Interest. CONTRACTOR.represents that it presently has no interest and agrees not to
acquire any interest during the term of thus Agreement, which would directly:or indirectly conflict in
any manner, or to any degree with::: the- full and=complete performance of the professional services
required to be-rendered-under
this Agreement.
15.02. Amendment. This Agreement maybe amended or modified only by an instrument in writing signed
by the County:andthe CONTRACTOR.
15.03"'Waiver. Any waiver of any`terms and conditions of this Agreement must be in writing and signed
by the County and the CONTRACTOR. A waiver of any of the terms and conditions: of this
Agreement shall not be construed.as a waiver of any other terms or conditions m:this Agrreement.
15.04 Contractor. The term CONTRACTOR" as used in, this Agreement includes CONTRACTOR's
officers, agents, and employees acting on CONTRACTOR'.a behalf in the performance of this
Agreement.
15.05 Disputes. CONTRACTOR shall continue to perform under this Agreement during any dispute.
15.06 Assignment and Subcontracting. The CONTRACTOR shall not assign; sell, or. otherwise transfer its
interest or. obligations in this Agreement without the prior written consent of the County. None of the
services covered by this Agreement shall be subcontracted without the prior written approval of the
County. Notwithstanding any such subcontract, CONTRACTOR shall continue to be liable for the
performance of all requirements of this Agreement.
15.07 Successors and Assigns. This Agreement and the rights, privileges, duties, and obligations of the
County and CONTRACTOR under this Agreement, to the extent assignable or delegable, shall be
binding upon and inure to the benefit of the parties and their respective successors, permitted
assigns, and heirs.
PSA over S 100,000 For 7 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors; Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Tenn: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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COMPLETED-U02
BOARD-U02
ORDER-U02
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LI21329-U03
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COMPLETED BOARD ORDER AND AGR V �15.08 Compliance with Applicable Law. The parties shall comply with all applicable federal, state, and
local laws and regulations in performing this Agreement.
15.09 Headings. The headings are for convenience only and shall not be used to interpret the terms of this
Agreement.
15.10 Time is of the Essence. Time is of the essence in each and all of the provisions of this Agreement.
15.11 Governing Law. This Agreement shall be�governed by:and interpreted under the laws of the State of
California.
15.12 Non-exclusive Agreement. This Agreement is non-exclusive and both County and CONTRACTOR
expressly reserve.the right to contract with other entities for the same or similar services.
15.13 Construction of Agreement The County and CONTRACTOR agree that each party has fully
participated in the review and revision of this. Agreement and that any rule of: construction to the
effect that ambiguities are to be resolved against the drafting party shall not apply in the
interpretation of this Agreement. orany:.amendment to this.Agrei
15.14. Counterparts This Agreement-may be executed in two or more counterparts, each of which shall be
deemed-an original, but all of which together:shall constitute one and the.same Agreement.
15.1:5 Authority. Any individual executing this Agreement on behalf of the County or the
CONTRACTOR represents and warrants hereby that he or she has the requisite authority to enter
into this Agreement on behalf of.such.party and bind the party to the terms and conditions: of this
Agreement.
1:5.16 Integration. This:Agreement, including the exhibits, represent the entire Agreement between the
County and the CONTRACTOR with respect to the subject matter of this Agreement and shall
supersede all prior negotiations, representations, or agreements, either-written or oral,': between the
County and the CONTRACTOR as of the effective date of this Agreement, which is the date that the
County signs the Agreement.
15.17 Interpretation of Conflicting Provisions. In the event of any conflict or inconsistency between the
provisions of this Agreement and. the Provisions of any exhibit or other attachment to this
Agreement; the provisions of. this Agreement shall prevail and control.
This. space is left blank, intentionally.
PSA over $100,000 For 8 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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COMPLETED-U02
BOARD-U02
ORDER-U02
AGREEMENT-U02
A-12023-U02
LI21329-U03
FO96183-U03
FO96184-U03
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MG99940-U03
AS99966-U03
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AI103188-U03
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COMPLETED BOARD ORDER AND AGR V
�IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of the day and
year written below.
COUNTY OF MONTEREY
Contractor's Business Name`
CONTRACTOR
Jones 8& Stokes Associates, Inc., a who-11T.
owned subsidiary of ICF C.onsuiting. Gro:yp.,
Inc, a Delaware corporation
Signature:of;Chaiz,.President, or
Vice-] tresident)*
By:
Approved a5 to Fiscal Provisions
Approved as to,I iability:Provisions3
By:
Date:
County Board of Supervisors' Agreement Number.
Date:
Nameand Title
Signature;of'Secretary, Asst. Secretary,tCFQ,
reasurei or Asst. Treasurer)�'
INSTRUCTIONS: If CONTRACTOR is al corporation, includingi`liniited liability and non-profit corporations, the full
legal name of the corporation shall' be iset.-.:forth above together with the signatures of two specified officers, If
CONTRACTOR is a partnership, the name of-the::partnerslijp:.ishall be set forth above together with the signature of a
partner who has authority to execute this Agreement on behalf of the partnership. If CONTRACTOR is contracting in an
individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the Agreement.
Approval by County Counsel is required for all Professional Service Agreements over $100,000
AApproval by Auditor/Controller is required for all Professional Service Agreements
AApproval by Risk Management is required only if changes are made in paragraph 8 or 9
PSA over $100,000 For 9 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
40737-U01
COMPLETED-U02
BOARD-U02
ORDER-U02
AGREEMENT-U02
A-12023-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO104072-U03
C15-U03
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BOARD-U03
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7/13/2011-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
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COMPLETED BOARD ORDER AND AGR V
�
1CF EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope
of Work
Based on our understanding of the County's objectives, our prior work developing the County's General
Plan EIR, and our direct experience working on CAPs and General Plans for other municipalities and
county governments, we propose to conduct a scope of work that has been proven to develop a
municipal CAP that meets regulatory requirements and provides the level of detailed analysis sufficient to
support reduction planning. An outline of the tasks proposed as part of this scope of work is presented
below and detailed discussions regarding individual tasks are discussed in subsequent sections of this
proposal.
Task 1. Review GHG Reduction Target, Identify Strategies and Measures
Task 1.1. CAP Scoping and Target Assessment
Task 1.2. BAU Forecasts
Task 1.3. Identify GHG Reduction Strategies and Measures
Task 1.4. GHG Reduction Measures Quantification
Task 2. Municipal Climate Action Plan
Task 2.1. Administrative Draft CAP
Task 2.2. Draft CAP
Task 2.3. Final CAP
Task 3. Project Management, Meetings and Coordination
Task 3.1. Meetings and Conference Calls
Task 3.2. Project Management
The following scope is for the County's municipal operations. As the County has recently completed a
municipal operations inventory, this scope does not assume the need to revisit the baseline inventory.
However, a 2020 forecast will need to be prepared.
Task 1. Review GHG Reduction Target, Identify Strategies and Measures
Task 1.1. CAP Scoping and Target Assessment
ICF will meet with the County at a kick-off meeting to review the work plan, schedule, and budget.
Preliminary scoping issues associated with the municipal CAP will be discussed. ICF will also review the
County's municipal inventory and will identify any recommendations for improving this inventory. We will
also conduct a preliminary review of reduction target options final targets will be developed as part of the
CAP).
Task 1.2. Business As Usual BAU) Forecasts
ICF will develop a draft BAU methodology for each of the sectors in the emissions inventory. ICF will
develop the methodology through consultation with the County including various departments, as
needed) regarding available data sources and projections of County operations.
Deliverables: Draft and final GHG 2020 BAU Forecast summaries one electronic copy of each in Word,
Excel, or other manipulative version; and one electronic copy of each in pdf format).
June 9, 20,11 1
Page 1 of 8
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AI103188-U03
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COMPLETED BOARD ORDER AND AGR V
�
EDIT A SCOPE OF SERVICESIPAYMENT PROVISIONS
1CF
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
Task 1.3. Identify Municipal GHG Reduction Strategies and Measures
In coordination with the County, ICF will consolidate existing and planned County programs. ICF will
compile these and potential new measures into a list of Municipal candidate GHG reduction measures for
quantification in the municipal CAP, Not all measures can be quantified, so we need to reach concurrence
with the County on which measures can and should be quantified.
1CF will compile a list of municipal GHG reduction measures using our experience and available sources.
ICF will identify policies and implementation measures that would reduce Municipal GHG emissions
related to building energy use, transportation, water consumption, and waste generation. For each
implementation measure, ICF will define the measure, the implementing party e.g. County Department),
the likely reduction, the source for this reduction, and any caveats/limitations, as applicable. We will
circulate the candidate measures list for County review and sign-off prior to quantifying reductions
associated with any of the GHG reduction measures. ICF will prepare a decision support matrix of the
candidate measures list, identifying key parameters and summary information, for the County's internal
decision-making process.
Deliverables: Candidate Municipal GHG Reduction Strategies and Measures Memorandum one
electronic copy in Word, Excel, or other manipulative version and one electronic copy in pdf format).
Task 1.4. GHG Reduction Measures Quantification
ICF will quantify reductions from the candidate Municipal measures identified after County review of the
candidate measures memorandum. We will use our prior municipal reduction planning experience and
the sources noted above for the Municipal GHG Reduction Plan. We anticipate two rounds of County
review of the quantification spreadsheet.
Deliverables: Municipal GHG Reduction Policies Quantification Spreadsheet one electronic copy in
Excel and one electronic copy in pdf format)
Task 2. Municipal CAP
Task 2.1. Prepare Administrative Draft CAP
This document will include the following sections:
Introduction and Purpose
a Municipal Inventory and Forecast Summary. This section will summarize the inventory and
forecast. The inventory and forecast details will be included as an appendix to the Plan.
GHG Reduction Strategies and Measures. As part of Plan development, reduction strategies and
measures would be developed by ICF for municipal operations, employee commute, and contractor
and leasing services
Implementation Guidance. This section will include municipal implementation phasing and roles and
responsibilities for implementing Municipal reduction measures.
Evaluation and Monitoring Methods. This section will include qualitative and quantitative metrics by
which the County can track progress as relates to individual Municipal GHG reduction measures. ICF
2 0 1 1 2
Page 2 of 8
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COMPLETED BOARD ORDER AND AGR V
�ICF EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
will provide a simple spreadsheet tool for evaluating and monitoring Municipal emissions. We will also
identify other tools that are available to the County to monitor its emissions reduction progress
Deliverables: Administrative Draft Municipal GHG Reduction Plan with Appendices five hard copies
assumed reproduction cost of $40/bound copy]; one electronic copy in Word, Excel, or other
manipulative version; and one electronic copy in pdf format).
Task 2.2. Prepare Draft Climate Action Plan
We presume that County staff will provide one set of unified comments on the administrative draft CAP.
We recommend that following the receipt of those comments, we have a meeting with County staff to
review the comments and agree on the appropriate changes. Following the meeting to discuss County
comments, we will make revisions and consolidate into the final CAP.
Deliverables: Draft CAP with appendices five hard copies assumed reproduction cost of $60/bound
copy]; one electronic copy in Word, Excel, or other manipulative version; and one electronic copy in pdf
format). One web-ready version of the administrative CAP in pdf format, with a click-able table of
contents.
Task 2.3. Prepare Final Climate Action Plan
Following review of the draft Plan, ICF will have a meeting with County staff to review the comments on
the draft Plan and discuss whether any changes will be incorporated into the final Plan. We will prepare a
final Plan for final review and distribution by the County after the meeting to discuss County comments.
Deliverables: Final Municipal Reduction Plan with appendices 15 hard copies assumed reproduction
cost of $40/bound copy]; one electronic copy in Word, Excel, or other manipulative version; and one
electronic copy in pdf format).
Task 3. Project Management, Meetings and Coordination
Task 3.1 Meetings and Conference Calls
Following review of the draft Plan, ICF will have a meeting with County staff to review the comments on
the draft Plan and discuss whether any changes will be incorporated into the final Plan. We will prepare a
final Plan for final review and distribution.ICF's project manager will attend the following staff meetings as
described below. ICF's project director will attend Meetings #1, #6, and #7.
JUile 9, 201 1 3
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INTVINATIaNAI Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
Table 1. Meeting Assumptions
Staff Meeting #1
Staff:Meeting#2
Staff Meeting #3
Staff:dvieeting'#4
Project kick-off meeting to review the work plan, schedule, budget, and
communication protocols. Key data providers In the County and other agencies will
be identified and preliminary scoping Issues associated with the inventory forecast
and reduction measures will be discussed. Discuss modeling assumptions and
proposed methods as well as GHG Inventory and forecast assumptions and proposed
method.
Data-Aath'edrip meeting:fior.fDrecast<methods.
Review the Municipal Inventory results.
Discuss'Muriitlpai:candidat, GHG'reduction measures.
Staff Meeting #5 Discuss Municipal GHG reduction measures quantification.
Staff-Meeting{#16 Review: the initlal draft�GAP sections.
Staff Meeting 47 Finalize the draft CAP.
Additional meetings for ICF project manager would be at an additional cost of six hours per meeting per
person, including travel time if participating in per-am, +Petaiedic confeFence calls for project cooldi1iatimn
are included in the tasks described above. These additional meetings described above shall not be conducted
by ICF until the additional work is presented to the County and
with County a
roval
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Task 3.2 Project Management Agreement PSA). Once the amendment to the PSA is fuitly executed
1 6
ICF will be authorized to proceed with the described work.
This task includes all project management for the municipal CAP project including scheduling, invoicing,
and resource management.
2. Schedule
The following table describes our proposed schedule for the CAP.
Table 2. Municipal CAP Pro ect Schedule
Task 1.1. CAP Scoping and Target Assessment
Task 1.2. BAU Forecasts
Task 1.3. Identify GHG Reduction Strategies and Measures
Task 1:4. GHG Reduction Measures Quantification
July 2011
August 2011
October 2011
November 2011
Task 2.1. Administrative Draft Municipal Climate Action Plan January 2012
Task 2.2. Draft Municipal Climate Action Plan
February 2012
Task 2.3. Final Municipal Climate Action Plan March 2012
Junco 9. 2011
4
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Exhibit A: Monterey County Municipal Climate Action Plan- Scope of Work
3. Cost Estimate
ICF proposes the following budget for the Municipal CAP. Our proposed rates for this proposal are
discounted by approximately 115% from our standard rates.
Table 3: ICF Cost.Summar,
8 Municipal Climate Action Plan
$111,357
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lone S, 201 i
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PAYMENT PROVISIONS
Invoices for work products / deliverables under the Agreement shall be submitted when the work product is
complete, shall identify the document or work product being delivered and shall include the following:
1. Invoice Coversheet
Jones & Stokes Associates, Inc., a wholly owned subsidiary ofICF Consulting Group, Inc., a
Delaware corporation
Climate Action Plan CAP) for County of Monterey Operations
Date:
Invoice No.
Agreement Term:
June 28, 2011 to June 30, 2012
Agreement Amount: $111,357.35 $111,357.35 base budget plus $0.00 project contingency)
Invoice Billing: All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey
Resource Management Agency
Finance Division
168 W. Alisal Street, 2d Floor, Salinas, CA 93901
Telephone: 831) 755-4829
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Invoice
This Invoice: Task 1: Review GHG Reduction Target, Identify Strategies and Measures
$ 3,360.54 Task 1.1- CAP Scoping and Target Assessment
$ 6,374.49 Task 1.2 BA UFO recasts
$ 12, 779.13 Task 1.3 Identify GHG Reduction Strategies and
Measures
$ 33, 726.42 Task 1.4 GHG Reduction Measures Quantification
$ 56,240.58 Subtotal for Task I
Task 2: Climate Action Plan CAP) for County Operations
$ 18,259.36 Task 2.1-Administrative Draft CAP
$ 7,998.54 Task 2.2 Public Draft CAP
$ 8,004.63 Task 2.3 Final CAP
$ 34,262.53 Subtotal for Task 2
Task 3:ProiectManagement, Meetings and Coordination
$ 13, 353.80 Task 3.1 Meetings and Conference Calls
$ 7 5 00.44 Task 3.2 Project Management
$ 20,854.24 Subtotal for Task 3
S 111,357.35 GRAND TOTAL
Remaining Balance $
Approved as to YtTOrklPayrnent.-
John H. Ford, Planning Services Manager Date
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
Page 8 of 8
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40737-U01
COMPLETED-U02
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INC.,-U012
COUNTY-WIDE)-U012
SIGNED BOARD REPORT"�|E i�MONTEREY COUNTY BOARD OF SUPERVISORS
MEETING: June 28, 2011 Consent AGENDA NO.: j'
SUBJECT: a. Approve Professional Services Agreement with Jones & Stokes Associates,
Inc., a wholly owned subsidiary of ICF Consulting Group, Inc., a Delaware
corporation, to provide a Climate Action Plan CAP) for County of Monterey
Operations RFP#10287), in an amount not to exceed $111,357.35, for a term
through June 30, 2012; and
b. Authorize the Contracts/Purchasing Officer to execute the Professional
Services Agreement and future amendments to this Agreement where the
amendments do not significantly alter the scope of work or change the
approved Agreement amount.
REF 110024/ICF Consulting Group, Inc., County-wide)
DEPARTMENT: RMA Planning
RECOMMENDATIONS:
It is recommended that the Board of Supervisors:
a. Approve Professional Services Agreement with Jones & Stokes Associates, Inc., a wholly
owned subsidiary of ICF Consulting Group, Inc., a Delaware corporation, to provide a
Climate Action Plan CAP) for County of Monterey Operations RFP#10287), in an amount
not to exceed $111,357.35, for a term through June 30, 2012; and
b. Authorize the Contracts/Purchasing Officer to execute the Professional Services Agreement
and future amendments to this Agreement where the amendments do not significantly alter
the scope of work or change the approved Agreement amount.
SUMMARY/DISCUSSION:
This Professional Services Agreement PSA) with Jones & Stokes Associates, Inc., a wholly
owned subsidiary of ICF Consulting Group, Inc., a Delaware corporation, will allow preparation
of a Climate Action Plan CAP) for County of Monterey Operations, for a total amount not to
exceed $111,357.35. The term of the PSA is from June 28, 2011 through June 30, 2012. This
CAP is being prepared as part of the work to implement the 2010 Monterey County General
Plan. General Plan Policy OS-10.15 requires that the County develop a Greenhouse Gas
Reduction Plan for County operations within twelve 12) months of adoption of the General
Plan. This Plan will fulfill that requirement.
Jones & Stokes Associates, Inc. was selected for their expertise and capabilities necessary to
provide these services through a competitive selection process in accordance with County
policies and State laws.
OTHER AGENCY INVOLVEMENT:
The Office of the County Counsel and Auditor-Controller Office have reviewed and approved
the PSA as to form and legality, and fiscal provisions, respectively.
FINANCING:
The total not to exceed amount for this PSA is $111,375.35. The Planning Department worked
with the CAO Budget & Analysis Division to determine the most appropriate source of
funding for this project. Sufficient funding is available in Fund 001, Unit 8038 Other
Financing Uses to finance this PSA.
BIB]
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SIGNED-U02
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RFP#10287),-U012
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$111,357.35,-U012
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COUNTY-WIDE)-U012
SIGNED BOARD REPORT"�|E i�
Jq~tn H. Ford
Planning Services Manager
831) 796-6049
Dated: June 20, 2011
Attachment: Board Order
Approved by:
4-t-
Mike Novo, AICP
Director of Planning
831) 755-5192
The following attachment is on file with the Clerk of the Board:
PSA
BIB]
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SIGNED-U02
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7/13/2011-U04
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EXECUTED AGREEMENT"�|Ef� �COUNTY OF MONTEREY AGREEMENT FOR PROFESSIONAL SERVICES
WITH SURVEYORS, ARCHITECTS, ENGINEERS & DESIGN PROFESSIONALS
MORE THAN $100,000)*
This Professional Services Agreement Agreement") is made by and between the County of Monterey, a
political subdivision of the State of California hereinafter County") and:
Jones & Stokes Associates, Inc., a wholly owned subsidiary of ICF Consulting Group, Inc., a Delaware corp.
hereinafter CONTRACTOR").
In consideration of the mutual covenants and conditions set: forth in this Agreement, the parties agree as
ro11ows:
1. SERVICES TO BE PROVIDED. The County` hereby: engages CONTRACTOR to perform, and
CONTRACTOR hereby agrees to perform, the services. described in Exhibit A in; conformity with the terms of
this Agreement. The services are generally: described-as.follows
Provide a Climate Action Plan CAP) for County,of:Monterey Operations the term municipal:.
i" inh Spef Svie Cuy opetion
operatons teco oerces mansontras)
2. PAYMENTS BY COUNTY. County shall pay the CONTRACTOR in accordance with the payment
provisions set forth in Exhibit A, subject to ate limitations set forth in this Agreement. The' total amount
payable by Countyao CONTRACTORunder this Agreement shall not exceed the-sum of $111 X357.35
J
TERM OF,AGREEMENT The term of thus Agreement is:from June 28, 201'1 to
3
June 30, 2012 unless sooner terminated pursuant to the terms of this Agreement. This
Agreement is of:no force or effect until signed by both CONTRACTOR: and County and with County!signing
last, and CON 1'KAu.1'UKmay not commence wort
4.
ADDITIONAL PROVISIONS/EXHIBITS
reference and constitute a part of this Agreement.
Exhibit A Scope of` S.ervices/P,aymentProvisions
5. PERFORMANCE STANDARDS.
5.01. CONTRACTOR warrants that CONTRACTOR. and CONTRACTOR';--s agents, employees, and
subcontractors performing services under this Agreement are specially trained, experienced, competent, and
appropriately licensed to perform the work and deliver the services required under this Agreement and are not
employees of the County, or immediate::family.ofan.employee of the County.
5.02. CONTRACTOR, its agents, employees, and subcontractors shall perform all work in a safe and
skillful manner and in compliance with all applicable laws and regulations. All work performed under this
Agreement that is required by law to be performed or supervised by licensed personnel shall be performed in
accordance with such licensing requirements.
PSA over $100,000 For 1 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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LI21329-U03
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FO99828-U03
MG99940-U03
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EXECUTED AGREEMENT"�|Ef� �*Approved by County Board of Supervisors on
5.03. CONTRACTOR shall furnish, at its own expense, all materials, equipment, and personnel necessary
to carry out the terms of this Agreement, except as otherwise specified in this Agreement. CONTRACTOR
shall not use County premises, property including equipment, instruments, or supplies) or personnel for any
purpose other than in the performance of its obligations under this Agreement.
6. PAYMENT CONDITIONS.
6.01. CONTRACTOR shall submit to the Contract Administratoran_.invoice on a form acceptable to
County. If not otherwise specified; the CONTRACTOR may submit such invoice periodically or at the
completion of services, but; in any. event, not later than 30 days` after completion of services. The invoice shall
set forth the amounts claimed by CONTRACTOR for the previous period, together with an itemized basis for
the amounts claimed, and such other information pertinent to the. invoice asthe County may require. The
Contract Administrator or his or her designee. shall. certify the invoice; either in the requested amount or in such
other amount as the County approves in conformity with this Agreement, and shall: promptly submit such
invoice toahe County Auditor-Controller for: payment The County Auditor-Controller shall pay the amount
certified within 30 days of receiving the certified.invoice
6:02. CONTRACTOR shall not:receive reimbursement for travel expenses unless set forth in this
Agreement.
7.01. During the term of this Agreement, the County. may:terminate the Agreement for any:. reason by
giving written notice, of termination to the CONTRACTOR at. least thirty 30)days prior to the effective date of
termination. Such; notice shall set forth the effective date of termination.: In the event of such termination, the
amount payable under this Agreement shall be reduced in proportion to the.-services provided prior to the date of
termination.
7.02. The County may cancel and; terminatethis Agreement for good cause effective immediately upon
written notice to CONTRACTOR Good cause" includes the failure of CONTRACTOR to perform the
required services at the... time and in the manner provided under this.Agreement Jf County.terminates this
Agreement for good cause, the County fray be relieved of the payment of any consideration to
CONTRACTOR, and the County may proceed with.the work in arty manner, which County.deems proper. The
cost to the County shall be,deducted from any sum due the CONTRACTOR under this Agreement.
8.01 For purposes of the following indemnification provisions Indemnification Agreement"), design
professional" has the same meaning as set forth:in California Civil Code section,2782.8. If any term, provision
or application of this Indemnification Agreement is found to be invalid,. in violation of public policy or
unenforceable to any extent, such finding shall not invalidate any other term or provision of this
Indemnification Agreement and such other terms and, provisions shall continue in full force and effect. If there
is any conflict between the terms, provisions or application of this Indemnification Agreement and the
provisions of California Civil Code Sections 2782 or 2782.8, the broadest indemnity protection for the
COUNTY under this Indemnity Agreement that is permitted by law shall be provided by CONTRACTOR.
PSA over $100,000 For 2 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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EXECUTED AGREEMENT"�|Ef� �8.02 Indemnification for Design Professional Services Claims:
CONTRACTOR shall indemnify, defend and hold harmless COUNTY, its governing board, directors, officers,
employees, and agents against any claims that arise out of, or pertain to, or relate to the negligence,
recklessness, or willful misconduct of the CONTRACTOR, its employees, subcontractors, and agents in the
performance of design professional services under this Agreement, excepting only liability arising from the sole
negligence, active negligence or willful misconduct of the COUNTY, or defect in a design furnished by the
COUNTY.
8.03 Indemnification for All Other Claims or Loss:
For any claim, loss, injury, damage, experise oraiability other than claims. arising out of the CONTRACTOR's
performance of design professional services under this Agreement, CONTRACTOR shall indemnify, defend
and hold harmless COUNTY, its governing board, directors, officers, employees, and agents against any claim
for loss, injury, damage, expense or liability: resulting from or, alleging injury to or death 0f any person or loss of
use of or damage to property, arising from or related to the performance of services under this Agreement by
CONTRACTOR, its employees, subcontractors or agents, excepting only liability arising from the sole
negligence, ctive negligence or willful misconduct of the: COUNTY: or defect in a design furnished by the
9.0 INSURANCE.
9.01 Evidence of. Coverage:
approved by.the. County. This approval of insurance shall neither relieve nor decrease the'liability
under.:this Agreement-until ithas-obtained- all insurance required and such, insurance Chas been
request shall provide a certified copy of the policy orpolices.;
This verification of coverage shallbe sent to the County's, Contracts/Purchasing Department,
unless. otherwise directed. The Contractor shall<not receive:a Noticeto Proceed" with the work
Prior to commencement of this Agreements the Contractor: shall provide a Certificate of
Insurance" certifying that coverage as required"herein'has:been obtained. Individual:: endorsements
executed by the insurance carrier: shall accompany the certificate. In addition the Contractor upon
ot"the ontractoi
All coverage's, except surety, shall be issuedby companies which hold a current; policy holder's
alphabetic and financial size category rating of not less than A- VII, according to the current
Best's Key Rating Guide or. a co any pof equal financial stability that is approved by the
County: s.Purchasmg Manager.
9.03 Insurance Coverage Requirements: Without Limiting CONTRACTOR's duty to indemnify,
CONTRACTOR shall maintain. in effect throughout the term of this Agreement a policy or
policies of insurance withthefollowing:,n;nimum.Iimts of liability:
PSA over $100,000 For
Surveyors, Architects, Engineers & Design Professionals
Revised 09/30/08
3 of 9
Project ID: Jones & Stokes Associates, Inc.
Climate Action Plan for County Operations
RMA Planning Department
Tenn: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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INC.,-U012
COUNTY-WIDE)-U012
EXECUTED AGREEMENT"�|Ef� �Commercial general liability insurance, including but not limited to premises and operations,
including coverage for Bodily Injury and Property Damage, Personal Injury, Contractual Liability,
Broadform Property Damage, Independent Contractors, Products and Completed Operations, with
a combined single limit for Bodily Injury and Property Damage of not less than $1,000,000 per
occurrence.
Modification Justification attached; subject to approval).
Business automobile liability insurance covering all. motor vehicles, including owned, leased,
non-owned, and hired vehicles, used inproviding services under this Agreement, with a combined
single limit for:Bodily Injury and Property Damage of not less than $1,000,000 per occurrence.
Modification Justification attached; subject to' approval)
Workers' Compensation Insurance, if CONTRACTOR. employs others in the, performance of this
Agreement, in accordance with California. Labor Code section 3700 and with Employer's Liability
limits not less than $1,000,000 each person, $1,000,000 each accident and. $1,000,000 each
disease.
Modification Justification.attadhed, subject to.approval):
expiration or earlier termination of this Agreement, obtain extended reporting coverage tail
coverage") with the same liability limits. Any such tail coverage shall continue for atileast three
claims-made" basis rather than an occurrence basis, the CONTRACTOR shall, upon the
those: personsauthorized by a license, to engage in a business or profession regulated by the
California Business and Professions Code), in the amount.-of not less than $1.000000 per claim
and $2,000,000 in the aggregate,: to cover liability for.malpractice or errors orw omissions, made in
the course of rendering professional services. If professional liability insurance is written on a
Professional liability insurance' f required for the professional services being provided, e.g.,
years following the expiratioi or earlier termination of this Agreement.
Modification Justification attached, subject to:approval),
All insurance required by t is:Agreement shall be.with a company acceptable to the County and
coverage required herein.shall` continue in�'effect for.a p.eriod of:three years following the date
CONTRACTOR completes its::performance of services under this Agreement.
an occurrence basis; or, if the policy is`not written on an occurrence basis, such: policy with the
of California. Unless otherwise-specified~by this Agreement;-'all:such insurance shall be written on
issued and executed.by.an admitted insurer-:authorized to'transact<Insurance business in the State
Each liability policy shall provide that the County shall be given notice in writing at least thirty
days in advance of any endorsed reduction in coverage or limit, cancellation, or intended non-
provide coverage for Contractor and additional insureds with
renewal thereof.:Eachpolicy shall
respect to claims arising from each. subcontractor, if. any, performing work under this Agreement,
or be accompanied by a certificate of insurance from each subcontractor showing each
subcontractor has identical insurance coverage to the above requirements.
Commercial general liability and automobile liability policies shall provide an endorsement
namin the County of Monterey, its officers, agents, and employees as Additional Insureds with
respect to liability arising out of the CONTRACTOR'S work including ongoing and completed
PSA over $100,000 For 4 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
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EXECUTED AGREEMENT"�|Ef� �operations, and shall further provide that such insurance is primary insurance to any insurance or
self-insurance maintained by the County and that the insurance of the Additional Insureds shall
not be called upon to contribute to a loss covered by the CONTRACTORS insurance. The
required endorsement form for Commercial General Liability Additional Insured is ISO Form CG
20 10 11-85 or CG 20 10 10 01 in tandem with CG 20 37 10 01 2000). The required
endorsement form for Automobile Additional Insured endorsement is ISO Form CA 20 48 02 99.
Prior to the execution of this Agreement:by the County, CONTRACTOR shall file certificates of
insurance with the County's contract administrator and. County's Contracts/Purchasing Division,
showing that the?. CONTRACTOR has in effect the insurance required by this Agreement. The
CONTRACTOR shall file a new or amended certificate of insurance within five calendar days
after any change is made. in any insurance policy, which would alter. the information on the
certificate then;on file. Acceptance or approval of insurance shall in no way modify or change the
indemnificationclause in this Agreement, which shall continue in full'force and effect.
evidencing no lapse an coverage during the.interim Failure by CONTRACTOR to maintain such
insurance is a default of this Agreement, which entitles County, at its sole discretion, to terminate
annual certificates to County's: Contract Administrator and County's Contracts/Purchasing
Division If the certificate is not received by the expiration date, County shall notify
CONTRACTOR and CONTRACTOR shall. have five calendar days to send in the certificate,
CONTRACTOR shall at. alltimes during the term of this Agreement maintain in force the
insurance coverage required under this Agreement and shall send,. without demand by County,
this Agreement.immedi.ately
10. RECORDS AND CONFIDENTIALITY
10.01 Corifidentiality. CONTRACTOR and its officers, employees; agents, and subcontractors shall
of this Agreement, unless: County specifically permits. C ONTRACTOR to: disclose suchrecords or
information. CONTRACTOR shall promptly transmit
to County any and all requests for
disclosure of any such confidential records or information. CONTRACTOR shall not use any
confidential information gained by CONTRACTOR in the performance of this Agreement except
confidential information received from the County or prepared inconnection with the performance
comply with any. and all federal, state, and local laws, which provide for the confidentiality of
records and other information.- CONTRACTOR shall-not disclose anyconfidential records or other
out:: CONTRACTOR'.s.,obligations undertlus Agreement.
10.02 County Records: When, this Agreement expires or terminates, CONTRACTOR shall return to
County any; County records which CONTRACTOR used or received from County to perform
services under this. Agreement.
10.03 Maintenance of Records. CONTRACTOR shall prepare, maintain, and preserve all reports and
records that may be required by federal, state, and County rules and regulations related to services
performed under this Agreement. CONTRACTOR, shall maintain such records for a period of at
least three years after receipt of final payment under this Agreement. If any litigation, claim,
negotiation, audit exception, or other action relating to this Agreement is pending at the end of the
three year period, then CONTRACTOR shall retain said records until such action is resolved.
PSA over $100,000 For 5 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Tenn: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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EXECUTED AGREEMENT"�|Ef� �10.04 Access to and Audit of Records. The County shall have the right to examine, monitor and audit
all records, documents, conditions, and activities of the CONTRACTOR and its subcontractors
related to services provided under this Agreement. Pursuant to Government Code section 8546.7,
if this Agreement involves the expenditure of public funds in excess of $10,000, the parties to this
Agreement may be subject, at the request of the County or as part of any audit of the County, to
the examination and audit of the State Auditor pertaining to matters connected with the
performance of this Agreement for. a period of three years after final payment under the
Agreement.
10.05 Royalties and. Inventions. County shall have aroyalty-free, exclusive and irrevocable license to
reproduce, publish, and: use, and authorize others, to do so, all original; computer programs,
writings, sound recordings, pictorial reproductions, drawings, and. other works of similar nature
produced in the course of or under this Agreement. CONTRACTOR shall not publish any such
material withoutthe.prior written approval ofCounty;
11. NON-DISCRI IINATION. During the performance of lus Agreement, CONTRACTOR, and its
subcontractors, shall not unlawfully discriminate againstanyperson because of race, religious creed, color,
sex, national origin, ancestry, physical disability, mental disability, medical condition, marital status, age
over 40), or sexual orientation, either in: CONTRACTOR's employment practices or in. the furnishing of
services to recipients. CONTRACTOR shall ensure that_the evaluation and treatment of its employees and
applicants foremployment and all persons receiving and requesting servicesarefree of such discrimination.
CONTRACTOR and any subcontractor shall, inthe performance of-this Agreement, fully com!with all
federal, state, and local laws and regulations, which prohibit disc rimnation. The provision of services
primarily or exclusively to such target population as may be. designated in this Agreement shall: not be
deemed to be prohibited discrimination.
12. COMPLIANCE WITH TERMS:OF STATE'OR FEDERAL GRANT. If-this Agreement has been or
will be funded with monies received by the County pursuant to a contract with the state or: federal
government in which the County::is the grantee,: CONTRACTOR will. comply withall the provisions of said
contract,; to the extent applicable to CONTRACTOR as a subgrantee under' said contract�:and said
provisions shall be deemed, a part of.:this; Agreement, as thoughtfully set forth herein. Upon request, County
will deliver a copy of said contract to'CONTRACTOR, at no:cost to CONTRACTOR.
13. INDEPENDENT CONTRACTOR. In the performance of work, duties; and, obligations under this
Agreement, CONTRACTOR is at all times acting and performing as an independent contractor and not as
an employee: of the County. No offer or:obligation of;permaneit employment with the County or particular
County department or agency is intended in any manner, and. CONTRACTOR shall not become entitled by
virtue of this Agreement to receive from County any form ofemployee benefits including but not limited to
sick leave, vacation, retirement benefits, workers' compensation coverage, insurance or disability benefits.
CONTRACTOR shall be solely.liable for. and obligated to pay directly all applicable taxes, including
federal and state income taxes and social security, arising out of CONTRACTOR's performance of this
Agreement. In connection therewith, CONTRACTOR shall defend, indemnify, and hold County harmless
from any and all liability, which County may incur because of CONTRACTOR's failure to pay such taxes.
PSA over $100,000 For 6 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.3 5
BIB]
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EXECUTED-U02
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AI103188-U03
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EXECUTED AGREEMENT"�|Ef� �14. NOTICES. Notices required under this Agreement shall be delivered personally or by first-class, postage
pre-paid mail to the County and CONTRACTOR'S contract administrators at the addresses listed below:
FOR COUNTY:
Dalia Mariscal-Martinez, Management Analyst:H
Name and Title
County of Monterey, Resource Management Agency
168 West Alisal Street, 2nd Floor
Salinas, CA 93901
15. MISCELLANEOUS PROVISIONS.::
FOR CONTRACTOR:
Rich Walter, Principal
Name and Title
Jones & Stokes Associates, Inc.
620 Folsom Street, Suite200
San Francisco,: CA. 94107
1`5 01 Conflict of Interest CONTRACTOR represents that it presently:has no interest and agrees not to
acquire any interest during the term�of this Agreement, which would directly or ndirectly;conflict in
any manner. or to any- degree with the hill and complete performance of the professional services
required to be renderedunder; this Agreement.
15:02Amendment. This Agreement may be amended or modified only by an instrument in writing signed
by the County:and the CONTRACTOR.
15 03 Waiver. Any. waiverof anrterms and.conditions of this Agreement must be in writing and signed
by the County' and the CONTRACTOR. A waiver of any z of the terms and conditions of this
Agreement shallnot:be construed as a waiver of any other terms-or conditions in this Agreement.
1'5.04 Contractor The term CONTRACTOR" as used in this Agreement includes- CONTRACTOR's
S behalf in the performance of this
officers, agents, and employees acting on CONTRACTOR
Agreement
15.05 Disputes: CONTRACTOR shall continue. to performunder this. Agreement during any dispute.
15.06 Assignment and Subcontracting. The CONTRACTOR shall not assign, sell, or, otherwise transfer its
interestor obligations m.this Agreement without the prior written consent of. County. None of the
services covered by this Agreement: shall be subcontracted without the prior written approval of the
County. Notwithstanding any such.�subcontract,'CONTRACTOR shall' continue to be liable for the
performance of all requirements of this Agreement.
15.07 Successors and Assigns. This Agreement and the rights, privileges, duties, and obligations of the
County and CONTRACTOR under this Agreement, to the extent assignable or delegable, shall be
binding upon and inure to the benefit of the parties and their respective successors, permitted
assigns, and heirs.
PSA over $100,000 For 7 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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EXECUTED AGREEMENT"�|Ef� �15.08 Compliance with Applicable Law. The parties shall comply with all applicable federal, state, and
local laws and regulations in performing this Agreement.
15.09 Headings. The headings are for convenience only and shall not be used to interpret the terms of this
Agreement.
15.10 Time is of the Essence. Time is of the essence in each and all of the provisions of this Agreement.
California.
interpreted under the laws of the State of
15.12 Non-exclusive Agreement. This Agreement is non-exclusive and both County and CONTRACTOR
expressly reserve the right to contract with other entities for the same or similar services.
15.13 Construction of A eement The County and CONTRACTOR agree that each party has fully
participated in the review and revision of this Agreement and that any rule of construction to the
effect that ambiguities are to be resolved agamst the drafting party shall not::: apply in the
interpretation of this Agreement or any amendment to this Agreement.
Counterparts This Agreement maybe executed an twoor more counterparts, each of which shall be
deemed an original, but all of which together.shall constitute one and the same Agreement.
15.15 Authority. Any individual executing this Agreement on behalf of the County or the
into this Agreement on behalf ofsuchparty and bind the party to the terms and conditions: of this
CONTRACTOR represents:and.warrants hereby''that he:.orshe has the requisite authority to enter
Agreement..
1:5::16 Integration Thus Agreement,;including.the exhibits, represent the entire Agreement'b etween the
County and the CONTRACTOR with respect *t6 the sub, ect matter of this Agreement and shall
supersede all,pri or negotiations,, representations; or agreements, either; writt en or oral, between the
County and the CONTRACTOR as of the effect`
County. signs the Agreement.
15.17 Interpretation of Conflicting Provisions: In the event of: any:conflict or inconsistency between the
provisions of this Agreement and the Provisions of any exhibit or other attachment to this
Agreement, the provisions of this Agreement shall prevail and control:
This. space is left blank, intentionally;
PSA over $100,000 For 8 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
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EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
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FO99828-U03
MG99940-U03
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AS99971-U03
AI103188-U03
DO109735-U03
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EXECUTED AGREEMENT"�|Ef� �IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of the day and
year written below.
MONTE
CONTRACTOR
Jones & Stokes Associates, Inc., a wholly
owned subsidiary of ICF Consulting Group,
Inc., a Delaware corporation
Contractor's Business Name*
By:
Signature:of-Chair,.;President, or
Vice-President)*
iti1tf\ 61 1YV5 fif
Name...alid Title
D:ate`:
Coil
Signature;of Secretary, Asst. Secretary, CRO,
Treasurer:or Asst. Treasurer)*
Approved-:as to;Fiscal Prov
Approved as to Liability: Provisions
By:
Date:
County Board of Supervisors' Agreement Number
Date:
*INSTRUCTIONS: If CONTRACTOR is a corporation, giricluding limited liability and non-profit corporations, the full
legal name of the corporation shall be set forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the::paitiiership shall be set forth above together with the signature of a
partner who has authority to execute this Agreement on behalf of the partnership. If CONTRACTOR is contracting in an
individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the Agreement.
Approval by County Counsel is required for all Professional Service Agreements over $100,000
2Approval by Auditor/Controller is required for all Professional Service Agreements
3Approval by Risk Management is required only if changes are made in paragraph 8 or 9
PSA over $100,000 For
Surveyors, Architects, Engineers & Design Professionals
Revised 09/30/08
9 of 9 Project ID: Jones & Stokes Associates, Inc.
Climate Action Plan for County Operations
RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
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FO99828-U03
MG99940-U03
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EXECUTED AGREEMENT"�|Ef�
�IN WITNESS WHEREOF, County and CONTRACTOR have executed this Agreement as of the day and
year written below.
By:
Date:
By:
COUNTY OF MONTEREY
Purchasing Officer
D.epartmentHead ifapplicable
By-.
Contractor's Business Narne*
Signature_of;Chair,.,President, or
Vice President)*
Date.
Approved: as to Form'
By
Date:
Approved as to Fiscal Pr is ons
Date:
Approved: as to. Liability;Provisions
By:
Date:
CONTRACTOR
Jones & Stokes Associates, Inc., a who:
owned subsidiary of ICF Consulting Group.,
Inc., a Delaware corporation
Name. and Title
Signature of Secretary, Asst. Secretary, CPO,
Treasurer:or Asst. Treasurer)*
F.MichaeI Gray, Assistant Secretary'
County Board of Supervisors' Agreement Number
*INSTRUCTIONS: If CONTRACTOR is a corporation, including limited liability and non-profit corporations, the full
legal name of the corporation shall be set: forth above together with the signatures of two specified officers. If
CONTRACTOR is a partnership, the name of the partnershij shall be set forth above together with the signature of a
partner who has authority to execute this Agreement on behalf of the partnership. If CONTRACTOR is contracting in an
individual capacity, the individual shall set forth the name of the business, if any, and shall personally sign the Agreement.
Approval by County Counsel is required for all Professional Service Agreements over $100,000
2Approval by Auditor/Controller is required for all Professional Service Agreements
3Approval by Risk Management is required only if changes are made in paragraph 8 or 9
PSA over $100,000 For 9 of 9 Project ID: Jones & Stokes Associates, Inc.
Surveyors, Architects, Engineers & Design Professionals Climate Action Plan for County Operations
Revised 09/30/08 RMA Planning Department
Term: June 28, 2011 June 30, 2012
Not to Exceed: $111,357.35
County.=Counsel
BIB]
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2/15/2012-U04
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16735-U05
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RFP#10287),-U012
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$111,357.35,-U012
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SIGNIFICANTLY-U012
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EXECUTED AGREEMENT"�|Ef�
�IfF
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
1. Scope of Work and Schedule
Based on our understanding of the County's objectives, our prior work developing the County's General
Plan EIR, and our direct experience working on CAPs and General Plans for other municipalities and
county governments, we propose to conduct a scope of work that has been proven to develop a
municipal CAP that meets regulatory requirements and provides the level of detailed analysis sufficient to
support reduction planning. An outline of the tasks proposed as part of this scope of work is presented
below and detailed discussions regarding individual tasks are discussed in subsequent sections of this
proposal.
Task 1. Review GHG Reduction Target, Identify Strategies and Measures
Task 1.1. CAP Scoping and Target Assessment
Task 1.2. BAU Forecasts
Task 1.3. Identify GHG Reduction Strategies and Measures
Task 1.4. GHG Reduction Measures Quantification
Task 2. Municipal Climate Action Plan
Task 2.1. Administrative Draft CAP
Task 2.2. Draft CAP
Task 2.3. Final CAP
Task 3. Project Management, Meetings and Coordination
Task 3.1. Meetings and Conference Calls
Task 3.2. Project Management
The following scope is for the County's municipal operations. As the County has recently completed a
municipal operations inventory, this scope does not assume the need to revisit the baseline inventory.
However, a 2020 forecast will need to be prepared.
Task 1. Review GHG Reduction Target, Identify Strategies and Measures
Task 1.1. CAP Scoping and Target Assessment
ICF will meet with the County at a kick-off meeting to review the work plan, schedule, and budget.
Preliminary scoping issues associated with the municipal CAP will be discussed. ICF will also review the
County's municipal inventory and will identify any recommendations for improving this inventory. We will
also conduct a preliminary review of reduction target options final targets will be developed as part of the
CAP).
Task 1.2. Business As Usual BAU) Forecasts
ICF will develop a draft BAU methodology for each of the sectors in the emissions inventory. ICF will
develop the methodology through consultation with the County including various departments, as
needed) regarding available data sources and projections of County operations.
Deliverables: Draft and final GHG 2020 BAU Forecast summaries one electronic copy of each in Word,
Excel, or other manipulative version; and one electronic copy of each in pdf format).
June 9, 2011 J---._ 1
Page 1 of 8
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MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
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16735-U05
2-U06
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PROFESSIONAL-U07
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OF-U07
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293-P&BI-U08
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6/16/2011-U011
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GROUP,-U012
INC.,-U012
A-U012
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CORPORATION,-U012
TO-U012
PROVIDE-U012
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OF-U012
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RFP#10287),-U012
IN-U012
AN-U012
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TO-U012
EXCEED-U012
$111,357.35,-U012
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30,-U012
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CONTRACTS/PURCHASING-U012
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EXECUTED AGREEMENT"�|Ef�
� EXLIIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
icF
INTERNATIONAL
Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
Task 1.3. identify Municipal GHG Reduction Strategies and Measures
In coordination with the County, ICF will consolidate existing and planned County programs. ICF will
compile these and potential new measures into a list of Municipal candidate GHG reduction measures for
quantification in the municipal CAP. Not all measures can be quantified, so we need to reach concurrence
with the County on which measures can and should be quantified.
ICF will compile a list of municipal GHG reduction measures using our experience and available sources.
ICF will identify policies and implementation measures that would reduce Municipal GHG emissions
related to building energy use, transportation, water consumption, and waste generation. For each
implementation measure, ICF will define the measure, the implementing party e.g. County Department),
the likely reduction, the source for this reduction, and any caveats/limitations, as applicable. We will
circulate the candidate measures list for County review and sign-off prior to quantifying reductions
associated with any of the GHG reduction measures. ICF will prepare a decision support matrix of the
candidate measures list, identifying key parameters and summary information, for the County's internal
decision-making process.
Deliverables: Candidate Municipal GHG Reduction Strategies and Measures Memorandum one
electronic copy in Word, Excel, or other manipulative version and one electronic copy in pdf format).
Task 1.4. GHG Reduction Measures Quantification
ICF will quantify reductions from the candidate Municipal measures identified after County review of the
candidate measures memorandum. We will use our prior municipal reduction planning experience and
the sources noted above for the Municipal GHG Reduction Plan. We anticipate two rounds of County
review of the quantification spreadsheet.
Deliverables: Municipal GHG Reduction Policies Quantification Spreadsheet one electronic copy in
Excel and one electronic copy in pdf format)
Task 2. Municipal CAP
Task 2.1. Prepare Administrative Draft CAP
This document will include the following sections:
Introduction and Purpose
Municipal Inventory and Forecast Summary. This section will summarize the inventory and
forecast. The inventory and forecast details will be included as an appendix to the Plan.
GHG Reduction Strategies and Measures. As part of Plan development, reduction strategies and
measures would be developed by ICF for municipal operations, employee commute, and contractor
and leasing services
Implementation Guidance. This section will include municipal implementation phasing and roles and
responsibilities for implementing Municipal reduction measures.
Evaluation and Monitoring Methods. This section will include qualitative and quantitative metrics by
which the County can track progress as relates to individual Municipal GHG reduction measures. ICF
June 2011 2
Page 2 of 8
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AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
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16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
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AGREEMENT-U07
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&-U07
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OF-U07
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293-P&BI-U08
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6/16/2011-U011
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EXECUTED AGREEMENT"�|Ef�
�1CF
INTERNATIONAL
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
will provide a simple spreadsheet tool for evaluating and monitoring Municipal emissions. We will also
identify other tools that are available to the County to monitor its emissions reduction progress
Deliverables: Administrative Draft Municipal GHG Reduction Plan with Appendices five hard copies
assumed reproduction cost of $40/bound copy]; one electronic copy in Word, Excel, or other
manipulative version; and one electronic copy in pdf format).
Task 2.2. Prepare Draft Climate Action Plan
We presume that County staff will provide one set of unified comments on the administrative draft CAP.
We recommend that following the receipt of those comments, we have a meeting with County staff to
review the comments and agree on the appropriate changes. Following the meeting to discuss County
comments, we will make revisions and consolidate into the final CAP.
Deliverables: Draft CAP with appendices five hard copies assumed reproduction cost of $60/bound
copy]; one electronic copy in Word, Excel, or other manipulative version; and one electronic copy in pdf
format). One web-ready version of the administrative CAP in pdf format, with a click-able table of
contents.
Task 2.3. Prepare Final Climate Action Plan
Following review of the draft Plan, ICF will have a meeting with County staff to review the comments on
the draft Plan and discuss whether any changes will be incorporated into the final Plan. We will prepare a
final Plan for final review and distribution by the County after the meeting to discuss County comments.
Deliverables: Final Municipal Reduction Plan with appendices 15 hard copies assumed reproduction
cost of $40/bound copy]; one electronic copy in Word, Excel, or other manipulative version; and one
electronic copy in pdf format).
Task 3. Project Management, Meetings and Coordination
Task 3.1 Meetings and Conference Calls
Following review of the draft Plan, ICF will have a meeting with County staff to review the comments on
the draft Plan and discuss whether any changes will be incorporated into the final Plan. We will prepare a
final Plan for final review and distribution.ICF's project manager will attend the following staff meetings as
described below. ICF's project director will attend Meetings #1, #6, and V.
June 9,2011 3
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EXECUTED AGREEMENT"�|Ef� �irF
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
Table 1. Meeting Assumptions
Staff Meeting #1
Staff. Meeting`#2
Staff Meeting #3
Staff Meeting #4
Project kick-off meeting to review the work plan, schedule, budget, and
communication protocols. Key data providers in the County and other agencies will
be identified and preliminary scoping issues associated with the inventory forecast
and reduction measures will be discussed. Discuss modeling assumptions and
proposed methods as well as GHG inventory and forecast assumptions and proposed
method.
Data Gatheringmeeting.for,forecast:methods.
Review the Municipal inventory results.
Discuss Municlpal.candidate:GHG reduction measures.
Staff Meeting #5 Discuss Municipal GHG reduction measures quantification.
Staff Meeting:#6 Review.theinitial;draft CAP sections.
Staff Meeting #7 Finalize the draft CAP.
Additional meetings for ICF project manager would be at an additional cost of six hours per meeting per
person, including travel time if participating in person). Periodic conference calls for project coordination
are included in the tasks described above. These additional meetings described above shall not be conducted
by ICF until the additional work is presented to the County and
with County approval, amended into the Professional Services
Task 3.2 Project Management Agreement PSA). Once the amendment to the PSA is fully executed,
ICF will be authorized to proceed with the described work.
This task includes all project management for the municipal CAP project including scheduling, invoicing,
and resource management.
2. Schedule
The following table describes our proposed schedule for the CAP.
Table 2. Municipal CAP Project Schedule
Task 1.1. CAP Scoping and Target Assessment
Task 1.2. BAU Forecasts
Task 1.3. Identify GHG Reduction Strategies and Measures
Task 1,4. GHG Reduction Measures Quantification
July 2011
August 2011
October 2011
November 2011
Task 2.1. Administrative Draft Municipal Climate Action Plan January 2012
Task 2.2. Draft Municipal Climate Action Plan
Task 2.3. Final Municipal Climate Action Plan
June' 9.2011
February 2012
March 2012
4
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EXECUTED AGREEMENT"�|Ef� �EX MIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
1CF
INTERNATIONAL Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
Table 1. Meeting Assumptions
Meeting
Staff Meeting #1
Staff: Meeting-.#2
Staff Meeting #3
Staff: Meeting #4
Notes
Project kick-off meeting to review the work plan, schedule, budget, and
communication protocols. Key data providers in the County and other agencies will
be Identified and preliminary scoping issues associated with the inventory forecast
and reduction measures will be discussed. Discuss modeling assumptions and
proposed methods as well as GHG Inventory and forecast assumptions and proposed
method.
Data Gathering meeting.forforecast.methods.
Review the Municipal inventory results.
Discuss Munlclpal-.candidate.GHG reduction measures.
Staff Meeting #5 Discuss Municipal GHG reduction measures quantification.
Staff Meeting #6 Review. the Initial draft CAP sections.
Staff Meeting #7 Finalize the draft CAP.
Additional meetings for ICF project manager would be at an additional cost of six hours per meeting per
person, including travel time if participating in person). Periodic conference calls for project coordination
are included in the tasks described above. These additional meetings described above shall not be conducted
by ICF until the additional work is presented to the County and
with County approval, amended into the Professional Services
Task 3.2 Project Management Agreement PSA). Once the amendment to the PSA is fully executed,
ICF will be authorized to proceed with the described work.
This task includes all project management for the municipal CAP project including scheduling, invoicing,
and resource management.
2. Schedule
The following table describes our proposed schedule for the CAP.
Table 2. Municipal CAP Protect Schedule
Municipal CAP Tasks Completion Date
Task 1.1. CAP Scoping and Target Assessment
Task 1.2. BAU Forecasts
Task 1.3. identify GHG Reduction Strategies and Measures
Task 1.4. GHG Reduction Measures Quantification
July 2011
August 2011
October 2011
November 2011
Task 2.1. Administrative Draft Municipal Climate Action Plan January 2012
Task 2.2. Draft Municipal Climate Action Plan
February 2012
Task 2.3. Final Municipal Climate Action Plan March 2012
June 9.2011
4
Page 4 of 8
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EXECUTED AGREEMENT"�|Ef� �ICF
INTERNATIONAL
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
3. Cost Estimate
ICF proposes the following budget for the Municipal CAP. Our proposed rates for this proposal are
discounted by approximately 15% from our standard rates.
Table 3: ICF Cost Summa
leek9 Municipal Climate Action Plan
June 9, 2011
$111,357
e e117-1k
Contractor's Initials) Date)
5
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EXECUTED AGREEMENT"�|Ef� �1CF
INTERNATIONAL
EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Exhibit A: Monterey County Municipal Climate Action Plan Scope of Work
3. Cost Estimate
ICF proposes the following budget for the Municipal CAP. Our proposed rates for this proposal are
discounted by approximately 15% from our standard rates.
Table 3: ICF Cost Summa
Cost Estimate
beak 3 Municipal Climate Action Plan
$111,357
Contractor's Initials)
Date)
June 9, 2011 5
Page 5 of 8
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EXECUTED AGREEMENT"�|Ef� �RPM t
13 1417-
Table 1. Cost Estimate for Monterey County Municipal Climate Action Plan 06109111)
0.. Uln Slell Prodeno$onStell
Bwdidr Sclxrsler
En4doyee Har toinlm Ric Rosen Rob VdWarre Mar Lolrnlno Pot Mr CInn*I B, Yaon Lnn Moore 90t Mobni Cor Bd Lb. Clracl Ta1el Prise
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Protect Role Chorge Mntnger Sr /oralysl Sr Molysl Molysl Anatyd Analyst Molysl Lead Mnlysl Aenitol Markup
SrConsW A-' Mono Assoc Assoc Moos Support 0. subs i1`141
Task ICF tabor Clos1111-W Prol Db Tech Ok 11 Sr Consuk I Conoull Consult 6 Consu* I Sr Consult I Z.11 1 CansoS 01 SWMoI Editor Editor Pub Up Bubbbl T.41 Expatws OCCs
Reaiew GHG RadudWn TarpaL ldon01y 9VoleBM:and Moasmea
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53
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25 15 5
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56,374.49
374
56.49
Task13�Id IIl GHG Rndudlan Ste is ion and Moasor
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1........c......_.__.--_......
$12379.13
5
51
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512779.13
512778 13
l osk 1.4-GHG Radudkn Mansures 0uan01iulbn
1 15 45 15 1$ 70 00 20 11_0: 15
533,726.42
30.00
333_728.42
533.726A2
Tesk 2-Rlurddpel Cllnmm Adlan Plon
i.____...i
4----------- i----------- t_.___+__.__... m.0b 50:00 Mon
Task21-PdminlsValWe 0re11 CAP i
3
6 3/ 1? 4 10 5
514,135.1
20 12 55
A,64830
611,58455
$250.00 618
Task 2~-PubSo 17rn11CAP
10� 15' 15.: 10: $0,448.14
15......... l
$1,74,40 67L72954 5200.00 57,906.54
T Y.2.3-PoraI CAP
a.
d 10; 10: t5: S
j......... T---�-�---. 55,5:4.53
gt
5
10~
46.10
$1_
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8,004.63
MaoOnrend Som'Iina6an
7 as1;3-Baled ldor0omnnl
rn
$0
00 SO_lNl SUM
Task 3.1-Moolh nntl Canl n Calls
k5�--.__ are ca 15 40 15-~._. 10;
511,523.40
50.00
11.SZ4.40
$1.664.00 $13,353.60
Tasi: 3.2-Preycl Managenwnl 4 40' e: 1 57,5gg44 m�00 $7500.44 $7500.44
5100,157.96
$7.094.00 5106,161,06 $2,914.00 5111.357.36
Total lu�wa 95
20 105
175
35
130
20
so
IRS
40 5o
27
20
ICF Janes 5Stokes Sling Roles 5719,07 513347 Si d0.B0 5142.55 500.96 550.0^ 576.19 5130.27 269.25 56S.55 3&1.95 200.00 379.30
Su6lalals $8.754.60 521,817.65 518,304.00 $2.053.20 $1,81010 514,000.00 $4571.40 $12375.65 $12.119.75 0,15.10 $100,15795 $4,248.00 $2,190.00 $1585.00 ST,954.90 $108,16196
01 reel Exponent
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Okxd a:porno aubIo W l 33,205.40
20101 price 5111,357.35
Alomvel"_Coonn_lmrnloU_G1P Cah 040?ll
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EXECUTED AGREEMENT"�|Ef� �EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
PAYWNT PROVISIONS
Invoices for work products / deliverables under the Agreement shall be submitted when the work product is
complete, shall identify the document or work product being delivered and shall include the following:
1. Invoice Coversheet
Jones & Stokes Associates, Inc., a wholly owned subsidiary of ICF Consulting Group, Inc., a
Delaware corporation
Climate Action Plan CAP) for County of Monterey Operations
Date:
Invoice No.
Agreement Term: June 28, 2011 to June 30, 2012
Agreement Amount: $ 111,357.35 $111,357.35 base budget plus $0.00 project contingency)
Invoice Billing: All Invoices Are To Be Sent To:
Jaime Martinez, Accounting Technician
County of Monterey
Resource Management Agency
Finance Division
168 W. Alisal Street, 2d Floor, Salinas, CA 93901
Telephone: 831) 755-4829
Page 7 of 8
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EXECUTED AGREEMENT"�|Ef� �EXHIBIT A SCOPE OF SERVICES/PAYMENT PROVISIONS
Invoice
This Invoice: Task 1: Review GHG Reduction Target, Identifi' Strategies and Measures
$ 3,360.54 Task 1.1- CAP Scoping and Target Assessment
$ 6,374.49 Task 1.2 BAUForecasts
$ 12, 779.13 Task 1.3 Identify GHG Reduction Strategies and
Measures
$ 33, 726.42 Task 1.4 GHG Reduction Measures Quantification
$ 56,240.58 Subtotal for Task I
Task 2: Climate Action Plan CAP) for County Operations
$ 18,259.36 Task 2.1 Administrative Draft CAP
$ 7,998.54 Task 2.2 Public Draft CAP
$ 8,004.63 Task 2.3 Final CAP
$ 34,262.53 Subtotal for Task 2
Task 3:Proiect Management, Meetings and Coordination
$ 13,353.80 Task 3.1-Meetings and Conference Calls
$ 7,500.44 Task 3.2 Project Management
$ 20,854.24 Subtotal for Task 3
$ 111,357.35 GRAND TOTAL
Remaining Balance $
Approved as to Work/Payment:
John H. Ford, Planning Services Manager Date
2. Invoice Detail
Each invoice shall indicate the hours worked by task and by staff member, with the corresponding billing
rates.
Page 8 of 8
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EXECUTED AGREEMENT"�|Ef� �
4CORD
CERTIFICATE OF LIABILITY INSURANCE
DATE(MM/)D/YYYY)
06!27/2011
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 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).
PRODUCER CONTACT
NAME:
Aon Risk Services Northeast, Inc. PP
O FAX 847) 953-5390
866) 283-7122
ffi
k No. E.,):
tAIC ANC. No.):
ce
NY O
New Yor
199 Water Street
10038-3551 USA
k
E-MAIL
ADDRESS:
NY
New Yor INSURER(S) AFFORDING COVERAGE NAIC E
INSURED INSURER A. steadfast insurance Company 26387
ones & stokes Associates, Inc. INSURER B: Federal insurance Company 20281
ICF International, Inc.
9300 Lee Highway
INSURERC:
Great Northern Insurance Co. 20303
Fairfax VA 22031-1207 USA INSURER O:
INSURER E:
INSURER F:
COVERAGES
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. Limits shown are as requested
INSR LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER MMIDDIYYYY MM!DDIYYYY LIMI TS
C GENERAL LIABILITY 35812409 06/25/2011 06/25/201 2 EACH OCCURRENCE 51,000,000
Package Domestic DAMAGE RENTED $1,000,000
X. 11 COMMERCIAL GENERAL LIABILITY PREMISES Ea occurrences
CLAIMS-MADE X OCCUR MED EXP Any one person) S10,000
X
a
Gen'I A
I
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d
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O
P PERSONAL G ADV INJURY 51,000,000
g
n
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ro 52
000
000
GENERAL AGGREGATE
GE N'L AGGREGATE LIMIT APPLIES PER PRODUCTS COMPIOP AGG
Y. POLICY PRO- LOC
C 73522955 06/25/2011 06/25/2012 COMBINED SINGLE LIMIT 51
000
000
AUTOMOBILE LIABILITY Ea accident'
Automobile All States
ANY AUTO BODILY INJURY Per person)
X ALL OWNED SCHEDULED BODILY INJURY Per accident)
AUTOS AUTOS PROPERTY DAMAGE
HIRED AUTOS NON-OWNED Per accident)
I
I AUTOS
B X UMBRELLA LIAR OCCUR 93630018 06/25/2011 06/25/2012 H OCCURRENCE 15 000, 0 00
I umbrella Liability 0
EXCESS LIAR
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li
di
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T OED I S RETENTION
WORKERS COMPENSATION AND
I WC STATU- OTH-I
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EMPLOYERS' LIABILITY Y I N EACH ACCIDENT
L
E
ANY PROPRIETOR I PARTNER I EXECUTIVE
OFFICERIMEMBER EXCLUDEED-, aI N I A
Mandatory in NH! E L. DISEASE-EA EMPLOYEE
It ves describe Linde'
DESCRIPTION OF OPERATIONS below E.L. DISEASE-POLIO' UId1T
A E&D-MPL-Primary PEC 913140704 06/25/2011 06.'25/201_2 Prof Liab Agg All
ll
li S1.000 000
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DESCRIPTION OF OPERATIONS /LO' ATIONS /VEHICLES Attach ACORD 101. Additional Remarks Schodulc. It more space is required)
1 Professional Liability is a Claims made policy. There is no Additional insured status on the Professional Liability
14
coverage.
2 County of Monterey, its officers, agents and employees are included as Additional Insureds as their interest may appear
with respect to liability arising out of the work performed by or on behalf of the Named insured.
3 subject to the standard terms and conditions of the individual policies, the indicated coverage is primary but only as
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE
POLICY PROVISIONS.
County of Monterey
Resource management Agency
166 West Alisal Street, 2nd Floor
Salinas, CA 93901 USA
CERTIFICATE NUMBER: 570042988397
AUTHORIZED REPRESENTATIVE
1988-2010 ACORD CORPORATION. All rights reserved.
ACORD 25 2010/05) The ACORD name and logo are registered marks of ACORD
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
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AGREEMENT-U07
JONES-U07
&-U07
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A-U07
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OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
CONSULTING-U012
GROUP,-U012
INC.,-U012
A-U012
DELAWARE-U012
CORPORATION,-U012
TO-U012
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THE-U012
SCOPE-U012
OF-U012
WORK-U012
OR-U012
CHANGE-U012
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APPROVED-U012
AGREEMENT-U012
AMOUNT.-U012
REF110024/ICF-U012
CONSULTING-U012
GROUP,-U012
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EXECUTED AGREEMENT"�|Ef� �ACC 2R�6
Ak~
AGENCY CUSTOMER ID: 570000024256
LOC #:
ADDITIONAL REMARKS SCHEDULE
Page 1 of 1
AGENCY
Aon Risk Services Northeast, Inc. NAMED INSURED
Jones & Stokes Associates, Inc.
POLICY NUMBER
see Certificate Number: 570042988397
CARRIER NAIL CODE
see Certificate Number: 570042988397 EFFECTIVE DATE:
ADDITIONAL REMARKS
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,
FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance
Additional Description of Operations! Locations / Vehicles:
respects work being done by Jones & Stokes Associates Inc. for the county of Monterey.
ACORD 101 2008101) 2008 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
A-U07
WHOLLY-U07
OWNED-U07
SUBSIDIARY-U07
OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
CONSULTING-U012
GROUP,-U012
INC.,-U012
A-U012
DELAWARE-U012
CORPORATION,-U012
TO-U012
PROVIDE-U012
A-U012
CLIMATE-U012
ACTION-U012
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COUNTY-U012
OF-U012
MONTEREY-U012
OPERATIONS-U012
RFP#10287),-U012
IN-U012
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REF110024/ICF-U012
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GROUP,-U012
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EXECUTED AGREEMENT"�|Ef� �CERTIFICATE O'F LIAR L1TY INSURANCE
DATE MMJDD/YYYY)
06/2.7/2Dll
THIS CERTIFICATE IS ISSUED AS A-,MATTER iDF:INFORMATION ONLY AND CONFERS NO RIGHTS'llPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES 1NOT.AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY 7HE 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 certiflcate:hoider�is an ADDITIONAL INSURED, the policy(ies) mustbe'endorsed. If SUBROGATION'ISWAIVED, 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 1-804-000-0000
Arthur J. Gallagher Rirk Management Services, Inc.
4860 Cox Road, Suite 200
Glen Allen, VA.23059
Carolyn 0. Varner
INSURED
JONES & STOKES ASSOCIATES, INC.
9300 LEE HIGHWAY
FAIRFAY., VA 22031
COVERAGES CERTIFICATE NUMBER: 21949284
INSURER B
INSURER C
INSURER D
INSURER E:
INSURER F
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 ADDLISUBR POLICY NUMBER
I POLICY EFF POLICY EXP
I POLICY MM/DD/Yl'YY LIMBS
GENERAL LIABILITY EACH OCCURRENCE S
DAMAGE TO RENTED
COMMERCIAL GENERAL LIABILITY PREMISES Ea occurtencel
CLAIMS-MADE OCCUR, MED EXP Any one person) S
u PERSONAL & ADV INJURY S
H GENERAL AGGREGATE S
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS COMP/OP AGG S
PR0
f I
0.
LOC
POLICY I
AUTOMOBILE LIABILITY COMBINED SINGS LIMIT
a acciaenlt S
ANY AUTO I BODILY INJURY Per person)
ALL OWNED SCHEDULED BODILY INJURY Per ac:adent)
S
AUTOS NO
l
O
NON-OWNED PROPERTYDAMAGE
I
S
HIRED AUTOS AUTOS I e� ecaoenl,
UMBRELLA LIAR OCCUR,. EACH OCCURRENCE
EXCESS LIA6 CLNIM.S-MADE! AGGREGATE S
DED RETENTIONS S
WORKERS COMPENSATION WCS-Z31-3063E1-011
06/25/1-1 06/25/2.2
Lllvfl. E E
TO
AND EMPLOYERS
LIABILITY
YIN.
AN:' PROPRI_TOR!PARTN=R'=-XECUTIV=: I EACH ACCIDENT f ODD, 000
O=FIC-R/M=ME=F.EXCLUDED' N. NIA
IManaatory in NH) I DIS=ASE EA EMPLOYEE 2-000,000
Ifves.aescnoeunee�
D=SCRI-TION 0= O=E RATIONS
ceder:
L DISEASE O_ICY' LIMIT E 1, 000, ODD
I
DESCRIPTION OF OPERATIONS 1 LOCATIONS I VEHICLES Attach ACORD 101, Additional Remarks schedule, i f more space is required)
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Councv of Moncerev THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Resource Management Aoencv ACCORDANCE WITH THE POLICY PROVISIONS.
168 West F_1_sa_ S:_eet, 2nd Floor AUTHORIZED REPRESENTATIVE
Salinas, CA 53901 67
6
V%
us],
n,
G 1988-2010 ACORD CORPORATION. All rights reserved.
ACORD 25 2010105) The ACORD name and logo are registered marks of ACORD
caroLynvar
21949284
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
A-U07
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OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
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GROUP,-U012
INC.,-U012
A-U012
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RFP#10287),-U012
IN-U012
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EXECUTED AGREEMENT"�|Ef� �P01-10Y NUM9ER 7352-29.55
I'HISENDORSEMENT CHANGl3S THE POLJCY. PiE, E PMAtD 17'04 FUZZ V.
DESIGNATED t4SLIRED
This endcrfntesl madiUes insurance provided under 1Iw f'olbtriyrg:
131.11SI1428itAVrV CO ER GEFORM
QAFACE tOV AfrE FORM
MOTOR cAFRt3t GD ERAGE FORM
TRUCKERS CDVERAQE FO 4
0OMMMOIAL AUTO
X4B=lil�
IMth respo tb ccmrago provldad by this endorserrtettt, the ptvvialona of tlw Cov&r s Fore apply inters madtfi c by
this endorawnesnt.
ThIs endorsement ldentrfies person(s) or orgmtm{' n(c) who are 5neurede",radar hc Wna it, An Yrzaured Frovialan v!'
to CCtetSpe Fom. Thltr endorsettrtmt dues not after cuue.-apg provldad In the C ow rtgo Form,
This endorsement changes the policy effecti're at the Iecepfion dat o the pdicy untgpr snot er dtam i9 indloeecd
below,
Gndar!W-mant fleafive: 6/25!11
oainmtst d a,:
Nanand fnaured: ICF International Inc.
Jones t Stoi:et Associates, Inc.
Nam ah?ersa I(e) cr 0rjarJza&*r.):
i/
An-r. Ioe;�.run or nrrarithation its required bj� are insured contract
county of Monterey
Such Insurance as is afforded by this insurance is primary and no otne: insurance of
the Additional Insured will be called upon to contribute to a loss.
j t~rtha7Y2ei Reateeer-ativ~l
Ii nG errt"I' aeooas aiove. IT10M.0lrx- re.:ur-ad r conipleto Into ertoISee r, vrl! it sno' n it Gte Lai}W olio;, a
eoalooxja tL t e Cn c 6e''ie,' i
rx h s,'SO~ 0.' D-~311 Zahot 6f.own if, FIE' ScnedviE us a ins4;r to i~vili mot ace. x: cn'g to the oxtail fnni
Re 9or o t;rc nrozenon o,:a!Ires a! e-11neura r' urtarrr t l� l'3'ht It Ar. Inoue:' Provittc; j c~~ r tee 1r s*--trc; 1: o, Lila
votimrrt~F 6rrr.
2G 4fI C 9'z; opvnt ill Inourah as vices OS; ir, Act
V
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
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6/16/2011-U011
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EXECUTED AGREEMENT"�|Ef� �Liability Insurance
Endorsement
Policy Period JUNE 25, 2011 TO TUNE 25, 2012
Effective Date TUNE 25.2011
Policy Number 3551-24-09 EUC
Insured ICF INTERNATIONALINC.
Name of Company GREAT NORTHERN INSURANCE COIvJPA2\TY
Dale Issued
TUNE 25.2011
This Endorsement applies to the following forms:
GENERAL LIABILITY
Under Who Is An Insured. the following provision is added:
Who Is An Insured
Scheduled Person Or Subject to all ofthe tents and conditions of this insurance. any person or organization shown in the
Organization Schedule. acting pursuant to a \%ritten contract or a eement hetmveen you and such person or
organization. is an insured: but they are insureds only with respect to liability arising out of vour
operations. or volr premises. if you are obligated, pursuant to such contract a: aereenment. to prrn�ide
them with such insurance as is afforded m� this policy.
However. no such person o: organization is an insured with respect to any:
assumption of Iiabilit r v tnenm in a contact ar agreemcm. Tht., limitations doe not appiy ul
the liability far damages ho:' inlur 0` danmage. to winch this insurance applies, tna: the person
or organization would have in the absence of such contract or agreement.
damages arising out of them:' sole negligence.
Schedule
PFP.SO\ OR ORG! r10'' A f LEOUTRED BY CO\ i P sCT
e:>on_ r: oraan;_auon: tr.a: lav at. ouicat_C. Put: uan: t- vnn_,, e: aalrem=n'
isiweer YD;. arm:: 50:1 09>5011 D' oloarcallOl. V. 111c la- NI:1 su:r Ir,5uraI1CE D. It ailolaSJ 1,
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avr�en!cr: IS(Ililryi II. nefsDr. C' olaanl:all^r, I:� 1,�t atlotCle:! stall,:. ae at. Insllle.
nF 1JS:5111 c' oi::an::auol, I: ar Insul?J minus' 1:11: n:o'uicr 1',Il= a no,: D3:IILal:
CI_S:!II:SCI 1111:1_ all DIII=' nrD/ISIDn C! III- is 1 Ills:lf?t: S=zII`1, O II!:. I1D11 I,e:Ial~l_S:
c' anIIm 0Do:. acpll.alne irlelotC�
ounb o! tvlonlere'i', its Dtnoer8 apenle and emniavee.`
L,adirr:v Insurance Addll,9na: Insured Sci)eouleo ersarl u� urcJanizauon
canrinue
Forn; Bb-G2- 2367 Rev, b-&, I) semen;
BIB]
40954-U01
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FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
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C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
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293-P&BI-U08
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6/16/2011-U011
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GROUP,-U012
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REF110024/ICF-U012
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EXECUTED AGREEMENT"�|Ef� �Liability Endorsement
continued)
L,�jbiir, ins'irancs
All other terms and conditions remain unchanged.
Aulnorized Representative
Reference Copy
acdi:;ane';nsureC cnnowed rerson J� Graanrzat,an
as p=?=
Farm 0=-2:f R=r. L-UL nanremen
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
A-U07
WHOLLY-U07
OWNED-U07
SUBSIDIARY-U07
OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
CONSULTING-U012
GROUP,-U012
INC.,-U012
A-U012
DELAWARE-U012
CORPORATION,-U012
TO-U012
PROVIDE-U012
A-U012
CLIMATE-U012
ACTION-U012
PLAN-U012
CAP)-U012
COUNTY-U012
OF-U012
MONTEREY-U012
OPERATIONS-U012
RFP#10287),-U012
IN-U012
AN-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$111,357.35,-U012
A-U012
TERM-U012
THROUGH-U012
JUNE-U012
30,-U012
2012;-U012
B.-U012
AUTHORIZE-U012
THE-U012
CONTRACTS/PURCHASING-U012
OFFICER-U012
TO-U012
EXECUTE-U012
THE-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUTURE-U012
AMENDMENTS-U012
TO-U012
AGREEMENT-U012
THE-U012
AMENDMENTS-U012
DO-U012
SIGNIFICANTLY-U012
ALTER-U012
THE-U012
SCOPE-U012
OF-U012
WORK-U012
OR-U012
CHANGE-U012
THE-U012
APPROVED-U012
AGREEMENT-U012
AMOUNT.-U012
REF110024/ICF-U012
CONSULTING-U012
GROUP,-U012
INC.,-U012
COUNTY-WIDE)-U012
EXECUTED AGREEMENT"�|Ef� �ZiahiIJ y.lnsur rwe
c+i~urrr~
Endorsement
Policy Period June 25, 2011 to June 25, 2012
Effective Date June 25. 2011
Po/icyNvfter 35812409
Insured ICF INTERNATIONAL, INC.
Jones & Stokes Associates, Inc.
Name of Company Great Northern Insurance Company
i)ate issued
June 25. 2011
w,,:...
wF.,... ifAlttSLtk N'Nrn� bnnl~NWit'f.IFN:Nta!:ls r,. iTFr.~y~
dn.tv!?,.,.r.~ Y,.,.:.::onwn�>.+rr ra��cr: dnt7xsurt<u......... sn';:orrUM.w:::;~il:�su:
Tais Eneorsem.n! applies to 1h:.lu lowi:lg Jar=:
OENFF 4L LIADILM�
v R:-~. I.S'"wruu.:.ac�w=~i.._.. r. r: ffk:Hl~Af~"
Undo- endidors, the foliowin; condition is add--,d
Condit fans
Other lrrsurance If 5^pn: iii wrltISr con-a,. aL'teeaunnc U: i.c:rrd.!, U, p:D',ti�:. pnrrwa I.L-sx 7_c s;r~
Pm-n;: q. 4CAi1-lrlal rson or orcanizalin-. in:[u:1 c Ir. 1; n,: Jr Ar L'7 crz_iz. Q he; inSnranro- 1`rirnar ldciAL17 I
lt? W c incur andnia:: w iLie
Ii othe: vahc hi 11~��:Il^!C 1Cl sl"ir. e avGhLaDtz ti lh:: Itthnr/J IQ: la"c viz wV9,r G1. d j_
coaor uncer tm:u-a cc, Gil" Uc11 1ur;r arc iia;iLeC u; Ictlol
nrr or inr Ljreoce
ti: InlIHahl; C j: Pr iiiia Vvr r i nor rari rhuli'�a< in:,m qna:' n%7�: in-'U. am- 2'!ali5J1r I_ thr
10r or. or anl:allor� wii:i V:IIOr vur C'Nruft is n t~;ure eGI ao7_L LhC
Provi5UG hppiI
fiCAcr ll-9Llranrr
0!S II1F:u:�.tl::i 1:: ox=,r owl a_7:( otcor ICi:71rTCtC~ i�L1~11i: uTIrndt'j. zrr t:vnlh".;tI': or C9, 3n_,
OU,er b:.?7S
4 Ina I'nl. ri:ISLCU@. p.�g; o' l 1^^.,' I:.ld:.:n F�isi_ o- su u.tar t_h;ur:an_
t rur a'! rtr
t,bt,h riUra.:r8 OIOv, mm;:rnrt flva�r Aomt'fnal ac
c;a.-.~vLUe_
ea~reenlerli
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
A-U07
WHOLLY-U07
OWNED-U07
SUBSIDIARY-U07
OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
CONSULTING-U012
GROUP,-U012
INC.,-U012
A-U012
DELAWARE-U012
CORPORATION,-U012
TO-U012
PROVIDE-U012
A-U012
CLIMATE-U012
ACTION-U012
PLAN-U012
CAP)-U012
COUNTY-U012
OF-U012
MONTEREY-U012
OPERATIONS-U012
RFP#10287),-U012
IN-U012
AN-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$111,357.35,-U012
A-U012
TERM-U012
THROUGH-U012
JUNE-U012
30,-U012
2012;-U012
B.-U012
AUTHORIZE-U012
THE-U012
CONTRACTS/PURCHASING-U012
OFFICER-U012
TO-U012
EXECUTE-U012
THE-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUTURE-U012
AMENDMENTS-U012
TO-U012
AGREEMENT-U012
THE-U012
AMENDMENTS-U012
DO-U012
SIGNIFICANTLY-U012
ALTER-U012
THE-U012
SCOPE-U012
OF-U012
WORK-U012
OR-U012
CHANGE-U012
THE-U012
APPROVED-U012
AGREEMENT-U012
AMOUNT.-U012
REF110024/ICF-U012
CONSULTING-U012
GROUP,-U012
INC.,-U012
COUNTY-WIDE)-U012
EXECUTED AGREEMENT"�|Ef� �Cor digons
Other lnsuraime
Primary Additional
Insured
continue(f)
Il. tka, is izinuranca tbai applies to property t}etna to premimv rrnttd to yor or lcmparsrih
nrmpicd rr you witty pc'miaetor. of tht nwaor;
C, if I!Os Sir 5O out of aircraft, rtutw�arwalerrfaft to the CXICnl not suelr^1lr)ttsc Aireratt,
tti.w, fh Wawfcra, dz1'cr3rr?Ri.
D. that is insurance:
l provided to you by any pr:raon or organization working under contract or a variant
for you, or
and r which yoc are included as an inutred. cr
E. Thal isinsuratscr. nmer any Prorarty' sc<uuu of this policy.
Whsn thir: insurance is execs, we will Env- no du_,. ur dL:feurl rhr. imrure.t agaiurff. 2rr4 Emil it mriv
other inaurcrha P. duty to defend Such insured against such trtil ti no od;rr lnsmrerJecendi, u�e
will ur:rlenakc to do so, but we will he entitled at the. insured rigbtu upuinst all toes nth::
irtst(re s.
WncC its imurance is excess aver Drays insa:an.e, we spill nay ontv our share al hL, arnnunt if
i s. is ary. rail ea:cecds the Ruin of the rota;
umiunt that all out tnsurancc wr�tld Ay for joss in the ace of U+i: is:+rraucc. arm'
c.: ali dsriu,lihle mid rlf-insured antnuor> rnd^r all other instimoze.
E C will Sna:r tnr r:rnvninp. luu;:, if errr, vliln an; otter insurancC: that i> no(J SCCLt iTt this
E.ccc r lrui: ancr uro +isiou au? ryas not nsgetiate zpca fi.call} t a) Tly m er:cer nC too limit r)!
Llserdr�.cr. snows in ton L'SGI-d:SIT.7nn of this inatn J c~.
motirod If 3hafino
1` al: n` iOss orhor insuranC_ ports-I.s r.nr-,ibu u by C4L;781 ajar:.,, r::: surd r Jlo,t'ru: tneJur aico.
ac_' Lllld method u::: IDSQrs- C~nJI!]utd::, 1)pi aiuaunru until i; na� paid all, ahnfi, 7ir lirnitr ct
iIs.rratu or nose TC:aainz, u-bie.ilu�TC: coma i1r5t
IntiLr.-_n.nran::roo:an-s rcrrli.c:uuriiurinn nv cquai stae:� uc v;fl: antihu ht
lcrr$E:. L- Uc thus. isi: ciucs:_ 3e oars:2r.LL
tai.:.
lD C OJ4 l:, tn: 01St ZT'DhC:thie 111=5., r in Farads: of all 1n.hurc,rr.
I. Giu97!�t H:; acrd notion Dr.; rt'.4t:.u[. ut oars: s:'
f
rh,, YDnrr Lxe ts:
BIB]
40954-U01
EXECUTED-U02
AGREEMENT-U02
LI21329-U03
FO96183-U03
FO96184-U03
FO99828-U03
MG99940-U03
AS99966-U03
AS99971-U03
AI103188-U03
DO109735-U03
C5-U03
AGREEMENTS-U03
2/15/2012-U04
MARCELLAC-U04
16735-U05
2-U06
A.-U07
APPROVE-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
JONES-U07
&-U07
STOKES-U07
ASSOCIATES,-U07
INC.,-U07
A-U07
WHOLLY-U07
OWNED-U07
SUBSIDIARY-U07
OF-U07
ICF-U07
293-P&BI-U08
ROTHARMEL-U09
LINDA-U09
ROTHARMELL-U10
6/16/2011-U011
CONSULTING-U012
GROUP,-U012
INC.,-U012
A-U012
DELAWARE-U012
CORPORATION,-U012
TO-U012
PROVIDE-U012
A-U012
CLIMATE-U012
ACTION-U012
PLAN-U012
CAP)-U012
COUNTY-U012
OF-U012
MONTEREY-U012
OPERATIONS-U012
RFP#10287),-U012
IN-U012
AN-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$111,357.35,-U012
A-U012
TERM-U012
THROUGH-U012
JUNE-U012
30,-U012
2012;-U012
B.-U012
AUTHORIZE-U012
THE-U012
CONTRACTS/PURCHASING-U012
OFFICER-U012
TO-U012
EXECUTE-U012
THE-U012
PROFESSIONAL-U012
SERVICES-U012
AGREEMENT-U012
FUTURE-U012
AMENDMENTS-U012
TO-U012
AGREEMENT-U012
THE-U012
AMENDMENTS-U012
DO-U012
SIGNIFICANTLY-U012
ALTER-U012
THE-U012
SCOPE-U012
OF-U012
WORK-U012
OR-U012
CHANGE-U012
THE-U012
APPROVED-U012
AGREEMENT-U012
AMOUNT.-U012
REF110024/ICF-U012
CONSULTING-U012
GROUP,-U012
INC.,-U012
COUNTY-WIDE)-U012