COMPLETED BOARD ORDER�",��29
Before the Board of Supervisors in and for the
County of Monterey, State of California
Agreement No: A-11508
a. Approve a Professional Services Agreement with the
Monterey County Business Council MCBC) for the
term July 1, 2009 through June 30, 2010, in an
amount not to exceed $108,000, to administer all
aspects of the Competitive Clusters C2) Project; and
b. Authorize the Contracts/Purchasing Officer to
execute the Agreement.
Upon motion of Supervisor Parker, seconded by Supervisor Salinas, and carried by those
members present, effective July 21, 2009, the Board hereby:
a. Approved a Professional Services Agreement with the Monterey County Business Council
MCBC) for the term July 1, 2009 through June 30, 2010, in an amount not to exceed
$108,000, to administer all aspects of the Competitive Clusters C2) Project; and
b. Authorized the Contracts/Purchasing Officer to execute the Agreement.
PASSED AND ADOPTED this 21st day of July, 2009, by the following vote, to wit:
AYES: Supervisors Armenta, Salinas, Calcagno, Parker
NOES: None
ABSENT: Supervisor 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 July 21, 2009.
Dated: July 22, 2009 Gail T. Borkowski, Clerk of the Board of Supervisors
County of Moil rey, State of California
By
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SIGNED BOARD REPORTX��",��MONTEREY COUNTY BOARD OF SUPERVISORS
MEETING: July 21, 2009 AGENDA NO.: 29
SUBJECT: a. Approve a Professional Services Agreement with the Monterey
County Business Council MCBC) for the term July 1, 2009 through
June 30, 2010, in an amount not to exceed $108,000, to administer all
aspects of the Competitive Clusters C2) Project, and
b. Authorize the Contracts/Purchasing Officer to execute the
Agreement.
DEPARTMENT: County Administrative Office Intergovernmental & Legislative Affairs
RECOMMENDATIONS:
It is recommended that the Board of Supervisors:
a. Approve a Professional Services Agreement with the Monterey County Business Council
MCBC) for the term July 1, 2009 through June 30, 2010, in an amount not to exceed
$108,000, to administer all aspects of the Competitive Clusters C2) Project, and
b. Authorize the Contracts Purchasing Officer to execute the Agreement.
SUMMARY/DISCUSSION:
The Monterey County Business Council MCBC) has been the County's private sector partner
for the Monterey County Competitive Clusters C2) Project since its initiation in March 2003.
The purpose of the Agreement is to continue C2 project efforts. The MCBC will match the
Agreement, in the amount of $54,000. The objective of C2 is to achieve a more competitive
economy in the existing key industries and emerging industries that fit the special character of
Monterey County. The goals of C2 are to, 1) balance countywide economic development, 2)
diversify employment opportunities, 3) achieve economic sustainability, and 4) make
infrastructure improvements. The following six clusters have been initiated/launched:
Agriculture, Tourism, Education/Research, Building and Design, Wellness/Lifestyle, and
Creative/Technology.
In addition to administering all aspects of the C2 project, the MCBC will provide C2 quarterly
status reports detailing performance measurements, prepare an annual C2 report and two
Economic Reports, and hold an annual Economic Development Forum. Also, the MCBC will
provide semi-annual presentations to the Board of Supervisors on the status of the C2 project.
The Overall Economic Development Commission OEDC) will continue to provide oversight of
the MCBC and review C2 quarterly status reports.
OTHER AGENCY INVOLVEMENT:
The Overall Economic Development Commission supports the C2 project. The Agreement has
been approved by County Counsel as to legal form and Risk Management as to insurance
provisions.
Business Council Agreement
Page 2
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SIGNED BOARD REPORTX��",��Business Council Agreement
Page 2
July 21, 2009
FINANCING:
Funds for this Agreement have been included in FY 2009-10 Final Budget, Fund 001,
Development Set-Aside Budget Unit 1050-8043, in the amount of $108,000. There are no
additional fiscal impacts with this recommendation.
Prepared by:
Date
Approved by:
11
iAA I_
Nicholas E. Chiulos, Intergovernmental
and Legislative Affairs Director
1.7- g09
Date
Attachment: MCBC Agreement on file with the Clerk of the Board's Office.
c: Mary Claypool, Executive Director, Monterey County Business Council
Mary Ann Leffel, President, Monterey County Business Council
OEDC Members
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PSA A-11508�X��",��EXHIBIT A
SCOPE OF SERVICES/PAYMENT PROVISIONS
Fiscal Year 2009-10
MONTEREY COUNTY BUSINESS COUNCIL
1. PROJECT SUMMARY
Project Title: Competitive Clusters Project
Purpose: To facilitate and implement all aspects of the Competitive Clusters
Project
Organization: Monterey County Business Council MCBC)
Term: July 1, 2009 June 30, 2010
Payment Amount: $108,000 County
54,000 MCBC Matching Funds
$162,000 Total
The MCBC has played an integral role in the success of the Competitive Clusters Project
through member participation and funding, as well as implementation of key cluster
initiatives nationally and globally. MCBC, a non-profit corporation, founded in 1995
with the following mission statement: We are an alliance of business executives and
professionals providing collaborative leadership to help people from business,
government, education and the community work together on countywide issues reflecting
our organization's strong commitment to the environment, economic vitality and quality
of life".
II. PROJECTS/ACTIVITIES
Task 1: Facilitation of Competitive Clusters / implementation of MCBC Workforce
Initiatives Est. $132,000
Contractor shall provide administrative support, assist in implementation of the cluster
initiatives, convene the Working Group meetings, prepare and mail agendas, prepare
distribute meeting notes, provide support to the initiative champions and monitor the
progress of the initiatives for the six Clusters; Agriculture, Building / Design, Education /
Research, Tourism and Wellness / Lifestyle and Creative/Technology.
Deliverable: 1) Convene and facilitate Cluster Working Group Meetings 2) Leadership
Council meetings; 3) Facilitate implementation of the Cluster initiatives.
Task 2: Communicate the results of the C2 Proiect to the stakeholders and
community Est. $15,000
Deliverable: Prepare an annual C2 report and one economic conference.
1
A-11508
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PSA A-11508�X��",��Task 3: Hold topical issue forums Est. $5,000
Contractor shall identify and hold forums on topical issues affecting businesses in
Monterey County. Topical issues will be identified by the Business Council and the
Business Advisory Council. MCBC shall prepare and distribute two Economic Reports
Spring & Fall)
Deliverable: A minimum of three topical forums with a report of actions to be taken
Task 4: Maintain the Monterey County Business Portal Est. $10,000
In 2005, the Monterey County Business Portal, Montereycountybusiness.org) was
launched.
Deliverable: A continually updated website that provides current data and resources.
*The deliverables are based on a twelve-month contract
III. PARTNERSHIPS
The above tasks will be implemented in conjunction with the appropriate partners, to
include:
County of Monterey
Monterey County Office of Education
Transportation Agency for Monterey County
Cities
Monterey County Workforce Investment Board
Central Coast Builders Exchange
Monterey County Education, Research & Business Institute
Monterey County Vintners &. Growers Association
Overall Economic Development Commission
Cal State Monterey Bay
California Forward
IV. REPORTING REQUIREMENTS
Contractor shall submit quarterly reports on deliverables to the County Administrative
Office as follows:
DUE DATE REPORT PERIOD
October 31, 2009 July 1, 2009 September 30, 2009
January 31, 2010 October 1, 2009 December 30, 2009
April 30, 2010 January 1, 2010 March 31, 2010
July 30, 2010 April 1, 2010 June 30, 2010
In addition, MCBC shall make semi-annual presentations to the Board of Supervisors.
V. PAYMENT PROVISIONS
A. Contractor shall submit quarterly invoices. Quarterly payments of $27,000 will be
paid to the Contractor, upon receipt of invoices.
2
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PSA A-11508�X��",��B. Contractor payments in advance are required because the Contractor's financial
structure requires cash flow to finance the up front costs to facilitate and implement
all aspects of the Competitive Clusters Project, with an accounting detail of
expenditures.
C. Contractor should mail quarterly invoice to:
Ms. Debby L. Bradshaw, Management Analyst
County of Monterey Administrative Office Intergovernmental Affairs
168 W. Alisal Street 31a Floor
Salinas CA 93901
VI. PERFORMANCE MEASUREMENTS
The following performance measurements will be identified in the contractor's quarterly
reports:
A. Outcome of completed cluster Action Initiatives.
B. Amount of private-sector and public-sector dollars generated.
C. Number of partnerships / collaborations developed and the economic outcome.
D. Economic benefits to include number of jobs retained / created due directly or
indirectly to cluster initiatives.
VII. OTHER PROVISIONS
A. The County Administrative Officer or his designee must approve any modifications
or amendments to the above scope of work, budget, or funded activities.
B. Contractor shall acknowledge the Monterey County Board of Supervisors for their
funding contribution on appropriate material/publications.
C. The Contractor shall provide the County Administrative Officer or his designee with
a copy of any written or visual publications funded under the terms of this agreement.
3
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PSA A-11508�X��",��0612612009 16:13 8313930144
JUN--25-2009 12 58
FREMONT CENTER
C;. It'.fOICATE OFLIA131LITY INSURANCE
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INSURERS AFFORDING COVERAGE NA,IC#
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INSUFXD I1,ISI,isST(A HarT ord Casualty insurance Co 29424
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Monterey CA 93942-2746 USA INSURF.RC:
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COVERAGES
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AGGREGATE LIMITS SHOWN MAY HAVE I)rrN 0DUCCi11W PAID OtAIMS LIMITS SHOWN AftE AS REQUESTED
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164 W. Alisal Str_et
Salinas CA 93961 USA
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PAGE 02
P. 312
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PSA A-11508�X��",��8E/26/2009 16:13 8313938144
COMMERCIAL COVERAGE
POLICY AMENDMENT
THIS ENDORSEMENT CHANGES THE
POLICY. PLEASE READ IT
CAREFULLY.
FREMONT CENTER
PAGE 83
P. 02/02
COMMERCIAL GENERAL LIABILITY
ADDITIONAL INSURED OWNER'S,
LESSEES OR CONTRACTORS
FORM 0)
CG 20 10 10 93
SCHEDULE
NAME OF PERSON OR ORGANIZATION:
The County of Monterey, its officers, agents & employees
RE;
If no entry appears above, information required
to complete this efdQmement will be shown in
the Declarations as applicable to this
endorsement,)
Primary Insurance
WHO IS AN INSURED Section Ii) is amended
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organization shown in the Schedule, big only
with respect to liability arising out of your
ongoing operations peformed forthet insured,
It is understood and agreed that this insurance is prima and any other Insurance inaiWg
e 4d'. uMd shall be excess only and not coat ib tdjnqygft_ t a urance.
11
POLICY NUMBER
51 SIRATS97B5
INSURANCE COMPANY
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PRODUCER
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TOTAL P.02
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SAN FRANCIScU
ANNUAL RATING ENDORSEMENT`
IT IS AGRE THAT THE CLASSIFICATIONS AND RATES PEk $100 OF REMUNERAT10M APPEARING
IN THE CONTINUOUS POLICY ISSUED TO THIS EMPLOYER ARE AMENDED AS SHOWN DELOW.
HERE ARE YOUR NEW RATES FOR THE PERIOD INDICATED. IF YOUR NAME OR ADDRESS SHOULD
BE CORRECTED OR IF INSURANCE IS NOT NEEDED FOR NEXT YEAR, PLEASE TELL US.
IMPORTANT THIS IS NOT A BILL
SEND NO MONEY IR4LESS STATEMENT IS ENCLOSED
HE RATING PERIOD BEGINS AND ENDS AT 12.O1AM
ACIFIC STANDARD TINE
MONTEREY COUNTY BUSINESS COUNCIL
PO BOX 2746
MONTEREY, CALIF 93942
NAME OF EMPLOYER-
CODE NO.
CONTINUOUS POLICY 1798704-0$
RATING PERIOD 10-01-08 TO 10-01-09
DEPOSIT PREMIUM $620.00
MINIMUM PREMIUM $200.00
PREMIUM ADJUSTMENT PERIOD ANNUALLT
R NG
MONTEREY COUNTY BUSINESS COUNCIL, INC.
A NON-PROFIT CORP.)
PRINCIPAL WORK AND RATES EFFECTIVE FROM 10-01-08 TO 10-01-09
INTERIM
PREMIUM BASE BILLING
BASIS RATE RATE*
8810-1
CLERICAL OFFICE EMPLOYEES---N.O.C. 35100 1.01 1.01
**"****BUREAU NOTE INFORMATION********
FEIN 770417425
TOTAL ESTIMATED ANNUAL PREMIUM $355
Cc-gvm"Y %m rati b~t1?!`TCAn r'nt-mnati'I 7t o2r1AD snt_thtT T_ naraw 7 AL'
BIB]
40019-U01
PSA-U02
A-11508-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75371-U03
AI81970-U03
DO82319-U03
C5-U03
AGREEMENTS-U03
7/24/2009-U04
MUNOZP-U04
13733-U05
9-U06
A.-U07
APPROVE-U07
A-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
MONTEREY-U07
COUNTY-U07
BUSINESS-U07
COUNCIL-U07
MCBC)-U07
TERM-U07
JULY-U07
MONTEREY-U08
COUNTY-U08
JUAREZ-U09
CYNTHIA-U09
JUAREZC-U10
7/13/2009-U011
1,-U012
2009-U012
THROUGH-U012
JUNE-U012
30,-U012
2010,-U012
IN-U012
AN-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$108,000,-U012
TO-U012
ADMINISTER-U012
ASPECTS-U012
OF-U012
COMPETITIVE-U012
CLUSTERS-U012
C�)-U012
PROJECT,-U012
B.-U012
AUTHORIZE-U012
CONTRACTS/PURCHASING-U012
OFFICER-U012
TO-U012
EXECUTE-U012
AGREEMENT.-U012
PSA A-11508�X��",��07/06/2009 10:13 8313930144 FREMONT CENTER FAGE 03
S"'S'A"' E
COMPENSATION
INSURANCE:
FUND
HOME OFFICE
$AN FRANCISCO I ANNUAL RATING ENDORSEMENT
IT IS AGREED THAT THE CLASSIFICATIONS AND RATES PER $100 OF REMUNERATION APPEARING
IN THE CONTINUOUS POLICY ISSUED TO THIS EMPLOYER ARE AMENDED AS SHOWN BELOW.
HERE ARE YOUR NEW RATES FOR THE PERIOD INDICATED. IF YOUR NAME OR ADDRESS SHOULD
BE CORRECTED OR IF INSURANCE IS NOT NEEDED FOR NEXT YEAR, PI.-EASE TELL US.
IMPORTANT THIS IS NOT A BILL CONTINUOUS POLICY 179870408
SEND NO MONEY UNLESS STATEMENT IS ENCLOSED
THE RATING PERIOD REGXNS Ate ENDS AT 12:O1Ak!
PACIFIC STANDARD TIME
RATING PERIOD 10-01-08 TO 10-01-09
* INTER IM BILLING RATES WILL BE USED ON PAYROLL REPORTS. THEY TAKE INTO ACCOUNT
RATING PLAN CREDITS OR DEBITS) WHICH WILL APPLY AT FINAL BILLING AND AN
ESTIMATE OF YOUR PREMIUM DISCOUNT AS DETAILED BELOW.
RATING PLAN CREDITS DEBITS) EFFECTIVE FROM 10-01-08 TO 10-01-09
RATING PLAN MODIFIER
ESTIMATED PREMIUM DISCOUNT MODIFIER
COMPOSITE FACTOR APPLIED TO BASE RATES TO DERIVE
INTERIM BILLING RATES
YOUR BROKER RECEIVES A 10.0% COMMISSION ON THIS POLICY. THE COMMISSION
LEVEL ASSIGNED DOES NOT AFFECT THE PRICE OF THIS POLICY. YOUR BROKER ALSO
MAY BE ELIGIBLE TO RECEIVE A�SAFETY INCENTIVE COMMISSION BASED UPON THE
AGGREGATE SAFETY RECORD OF ACCOUNTS YOUR BROKER PLACES WITH STATE FUND.
1.00000
1.00000
1.00000
****ieie~F riY*~r**ie***sE~C k3r*~r~43r~r Ptak C~v~e e~e kit*~e k~tts** C*ak~e~ticfe~t ea'a*~e~e *** &~r~t*~C*~C~ ******
*
* PREMIUM DISCOUNT SCHEDULE EFFECTIVE FROM 10-01-08 TO 10-01-09
* ESTIMATED MODIFIED PREMIUM IS DISCOUNTED ACCORDING TO THE FOLLOWING SCHEDULE:
* FIRST
* ABOVE
$5,000 $5,000 *
O.OZ 12.6%
*
r; ******************************************************************************
THE ESTIMATED PREMIUM DISCOUNT IS BASED ON AN ESTIMATE OF YOUR PAYROLL. ACTUAL
PREMIUM DISCOUNT APPLIED AT FINAL BILLING WILL BE BASED ON THE ACTUAL PAYROLL
REPORTED ON YOUR POLICY AND SUBJECT TO AUDIT.
BIB]
40019-U01
PSA-U02
A-11508-U02
LI21329-U03
FO21330-U03
FO74555-U03
FO75266-U03
MG75341-U03
AS75367-U03
AS75371-U03
AI81970-U03
DO82319-U03
C5-U03
AGREEMENTS-U03
7/24/2009-U04
MUNOZP-U04
13733-U05
9-U06
A.-U07
APPROVE-U07
A-U07
PROFESSIONAL-U07
SERVICES-U07
AGREEMENT-U07
MONTEREY-U07
COUNTY-U07
BUSINESS-U07
COUNCIL-U07
MCBC)-U07
TERM-U07
JULY-U07
MONTEREY-U08
COUNTY-U08
JUAREZ-U09
CYNTHIA-U09
JUAREZC-U10
7/13/2009-U011
1,-U012
2009-U012
THROUGH-U012
JUNE-U012
30,-U012
2010,-U012
IN-U012
AN-U012
AMOUNT-U012
TO-U012
EXCEED-U012
$108,000,-U012
TO-U012
ADMINISTER-U012
ASPECTS-U012
OF-U012
COMPETITIVE-U012
CLUSTERS-U012
C�)-U012
PROJECT,-U012
B.-U012
AUTHORIZE-U012
CONTRACTS/PURCHASING-U012
OFFICER-U012
TO-U012
EXECUTE-U012
AGREEMENT.-U012