Agreement

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PROFESSIONAL SERVICES AGREEMENT 
Design Services 
TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Project No. PR2201.201 
Council Date: May 26, 2022       Item No.  
THIS AGREEMENT (“Agreement”) is made and entered into on the ______ day of_________________, 
2022 (“Effective Date”), by and between City of Chandler, an Arizona municipal corporation, 
("City''), and Barker Rinker Seacat Architecture, a Colorado corporation, ("Consultant") (City 
and Consultant may individually be referred to as “Party” and collectively referred to as 
“Parties”). 
RECITALS 
A. City proposes to engage Consultant to provide Design Services for TUMBLEWEED 
RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY project as more fully 
described in Exhibit "A", which is attached to and made a part of this Agreement by this 
reference. 
B. Consultant is ready, willing, and able to provide the services described in Exhibit “A” for 
the compensation and fees set forth and as described in Exhibit ”B”, which is attached to 
and made a part of this Agreement by this reference. 
 
C. City desires to contract with Consultant to provide these services under the terms and 
conditions set forth in this Agreement. 
 
AGREEMENT 
 
NOW, THEREFORE, in consideration of the premises and the mutual promises contained in this 
Agreement, City and Consultant agree as follows: 
 
SECTION I--CONSULTANT’S SERVICES 
 
Consultant must perform the services described in Exhibit “A” to City’s satisfaction within the 
terms and conditions of this Agreement and within the care and skill that a person who 
provides similar services in Chandler, Arizona exercises under similar conditions. All work or 
services furnished by Consultant under this Agreement must be performed in a skilled and 
workmanlike manner.  All fixtures, furnishings, and equipment furnished by Consultant as 
part of the work or services under this Agreement must be new, or the latest model, and of

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the most suitable grade and quality for the intended purpose of the work or service.  
 
SECTION II--PERIOD OF SERVICE 
 
Consultant must perform the services described in Exhibit “A” for the term of this 
Agreement.  Unless amended in writing by the Parties, the Agreement term expires 483 
calendar days after the Notice to Proceed (NTP) Date. 
 
SECTION III--PAYMENT OF COMPENSATION AND FEES 
 
Unless amended in writing by the Parties, Consultant’s compensation and fees as more fully 
described in Exhibit “B” for performance of the services approved and accepted by City 
under this Agreement must not exceed $1,056,370 for the full term of the Agreement. 
Consultant may not increase any compensation or fees under this Agreement without the 
City’s prior written consent. Consultant must submit monthly requests for payment of 
services approved and accepted during the previous billing period and must include, as 
applicable, detailed invoices and receipts, a narrative description of the tasks accomplished 
during the billing period, a list of any deliverables submitted, and any subconsultant’s or 
supplier’s actual requests for payment plus similar narrative and listing of their work. 
Consultant must submit an Application and Certification for Payment Sheet with the monthly 
request for payment to: CapitalProjects.Payables@chandleraz.gov. Payment for those 
services negotiated as a lump sum will be made in accordance with the percentage of the 
work completed during the preceding billing period. Services negotiated as a not-to-exceed 
fee will be paid in accordance with the work effort expended on the service during the 
preceding month. All requests for payment must be submitted to City for review and 
approval. City will make payment for approved and accepted services within 30 calendar days 
of City’s receipt of the request for payment. Consultant bears all responsibility and liability for 
any and all tax obligations that result from Consultant’s performance under this Agreement.  
 
SECTION IV--CITY'S OBLIGATIONS 
 
As part of Consultant’s services under this Agreement, City will provide furnished items, 
services, or obligations as detailed in Exhibit “D”. 
 
SECTION V--GENERAL CONDITIONS 
 
5.1 Notices. Unless otherwise provided herein, demands under this Agreement must be in 
writing and will be deemed to have been duly given and received either (a) on the date of 
service if personally served on the party to whom notice is to be given, or (b) on the third day 
after the date of the postmark of deposit by first class United States mail, registered or 
certified, postage prepaid and properly addressed as follows:

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To City: 
City of Chandler - Public Works & Utilities Department 
Attn:  Acting CIP City Engineer 
P.O. Box 4008, Mail Stop 407 
Chandler, AZ 85244-4008 
Phone:  480-782-3349         Email:  kimberly.moon@chandleraz.gov 
With a copy to: 
City of Chandler - Public Works & Utilities Department 
Attn: Project Manager 
P.O. Box 4008, Mail Stop 407 
Chandler, AZ 85244-4008 
To Consultant: 
LEGAL COMPANY NAME: Barker Rinker Seacat Architecture 
Mailing Address: 3457 Ringsby Ct., Ste.200 Denver CO 80216 
Statutory Agent Name: Corporation Service Company 
Statutory Agent Mailing Address: 8825 N 23rd Ave #100 Phoenix AZ 
85021 
CONSULTANT’S AUTHORIZED PROJECT REPRESENTATIVE: 
Name:  Craig Bouck 
Title:  Partner 
Phone:  303-455-1366 
Email:  craigbouck@brsarch.com      
 
5.2 Records/Audit. Records of Consultant’s direct personnel payroll, reimbursable expenses 
pertaining to this Agreement and records of accounts between City and Consultant must be 
kept on the basis of generally accepted accounting principles and must be made available to 
City and its auditors for up to three years following City’s final acceptance of the services 
under this Agreement (this requirement is increased to five years if construction of this 
project is federally funded). City, its authorized representative, or any federal agency, 
reserves the right to audit Consultant’s records to verify the accuracy and appropriateness of 
all cost and pricing data, including data used to negotiate this Agreement and any 
amendments. City reserves the right to decrease the total amount of Agreement price or 
payments made under this Agreement or request reimbursement from Consultant following 
final contract payment on this Agreement if, upon audit of Consultant’s records, the audit 
discloses Consultant has provided false, misleading, or inaccurate cost and pricing data. 
Consultant will include a similar provision in all of its contracts with subconsultants who 
provide services under the Agreement to ensure that City, its authorized representative, or 
the appropriate federal agency, has access to the subconsultants’ records to verify the 
accuracy of all cost and pricing data. City reserves the right to decrease Contract price or 
payments made on this Agreement or request reimbursement from Consultant following 
final payment on this Agreement if the above provision is not included in subconsultant 
agreements, and one or more subconsultants refuse to allow City to audit their records to

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verify the accuracy and appropriateness of all cost and pricing data. If, following an audit of 
this Agreement, the audit discloses Consultant has provided false, misleading, or inaccurate 
cost and pricing data, and the cost discrepancies exceed 1% of the total Agreement billings, 
Consultant will be liable for reimbursement of the reasonable, actual cost of the audit. 
 
5.3 Alteration in Character of Work. Whenever an alteration in the character of work results 
in a substantial change in this Agreement, thereby materially increasing or decreasing the 
scope of services, cost of performance, or Project schedule, the work will be performed as 
directed by City. However, before any modified work is started, a written amendment must 
be approved and executed by City and Consultant. Such amendment must not be effective 
until approved by City. Additions to, modifications, or deletions from this Agreement as 
provided herein may be made, and the compensation to be paid to Consultant may 
accordingly be adjusted by mutual agreement of the Parties. It is distinctly understood and 
agreed that no claim for extra services or materials furnished by Consultant will be allowed 
by City except as provided herein, nor must Consultant do any work or furnish any materials 
not covered by this Agreement unless such work is first authorized in writing. Any such work 
or materials furnished by Consultant without prior written authorization will be at 
Consultant’s own risk, cost, and expense, and Consultant hereby agrees that without written 
authorization Consultant will make no claim for compensation for such work or materials 
furnished. 
 
5.4 Termination. City and Consultant hereby agree to the full performance of the covenants 
contained herein, except that City reserves the right, at its discretion and without cause, to 
terminate or abandon any service provided for in this Agreement, or abandon any portion of 
the Project for which services have been performed by Consultant. In the event City abandons 
or suspends the services, or any part of the services as provided in this Agreement, City will 
notify Consultant in writing and immediately after receiving such notice, Consultant must 
discontinue advancing the work specified under this Agreement. Upon such termination, 
abandonment, or suspension, Consultant must deliver to City all drawings, plans, 
specifications, special provisions, estimates and other work entirely or partially completed, 
together with all unused materials supplied by City. Consultant must appraise the work 
Consultant has completed and submit Consultant’s appraisal to City for evaluation. City may 
inspect Consultant’s work to appraise the work completed. Consultant will receive 
compensation in full for services performed to the date of such termination. The fee will be 
paid in accordance with Section Ill of this Agreement, and as mutually agreed upon by 
Consultant and City. If there is no mutual agreement on payment, the final determination will 
be made in accordance with the "Disputes" provision in this Agreement. However, in no event 
may the fee exceed the fee set forth in Section Ill of this Agreement nor as amended in 
accordance with Section "Alteration in Character of Work." City will make the final payment 
within 60 days after Consultant has delivered the last of the partially completed items and 
the Parties agree on the final fee. If City is found to have improperly terminated the 
Agreement for cause or default, the termination will be converted to a termination for 
convenience in accordance with the provisions of this Agreement. 
 
5.5 Indemnification. To the extent permitted by law, the Consultant ("lndemnitor") must 
indemnify, save and hold harmless City and its officers, officials, agents and employees 
("lndemnitee") from any and all claims, actions, liabilities, damages, losses or expenses

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(including court costs, attorneys' fees and costs of claim processing, investigation and 
litigation) ("Claims") caused or alleged to be caused, in whole or in part, by the wrongful, 
negligent or willful acts, or errors or omissions of Consultant or any of its owners, officers, 
directors, agents, employees, or subconsultants in connection with this Agreement. This 
indemnity includes any claim or amount arising out of or recovered under workers' 
compensation law or on account of the failure of Consultant to conform to any federal, state 
or local law, statute, ordinance, rule, regulation or court decree. Consultant must indemnify 
lndemnitee from and against any and all Claims, except those arising solely from 
lndemnitee's own negligent or willful acts or omissions. Consultant is responsible for primary 
loss investigation, defense and judgment costs where this indemnification applies. In 
consideration of the award of this Agreement, Consultant agrees to waive all rights of 
subrogation against lndemnitee for losses arising from or related to this Agreement. The 
obligations of Consultant under this provision survive the termination or expiration of this 
Agreement. 
 
5.6 Insurance Requirements. Consultant must procure insurance under the terms and 
conditions and for the amounts of coverage set forth in Exhibit “C” against claims that may 
arise from or relate to performance of the work under this Agreement by Consultant and its 
agents, representatives, employees, and subconsultants. Consultant and any subconsultant 
must maintain this insurance until all of their obligations have been discharged, including any 
warranty periods under this Agreement. These insurance requirements are minimum 
requirements for this Agreement and in no way limit the indemnity covenants contained in 
this Agreement. City in no way warrants that the minimum limits stated in Exhibit “C” are 
sufficient to protect Consultant from liabilities that might arise out of the performance of the 
work under this Agreement by Consultant, Consultant’s agents, representatives, employees, 
or subconsultants. Consultant is free to purchase such additional insurance as may be 
determined necessary. 
 
5.7 Cooperation and Further Documentation. Consultant agrees to provide City such other 
duly executed documents as may be reasonably requested by City to implement the intent 
of this Agreement. 
 
5.8 Successors and Assigns. City and Consultant each bind itself, its partners, successors, 
assigns, and legal representatives to the other party to this Agreement and to the partners, 
successors, assigns, and legal representatives of such other party in respect to all covenants 
of this Agreement. Neither City nor Consultant may assign, sublet, or transfer its interest in 
this Agreement without the written consent of the other party. In no event may any 
contractual relation be created between any third party and City. 
 
5.9 Disputes. In any dispute arising out of an interpretation of this Agreement or the duties 
required not disposed of by agreement between Consultant and City, the final determination 
at the administrative level will be made by City Engineer. 
 
5.10 Completeness and Accuracy of Consultant’s Work. Consultant must be responsible for 
the completeness and accuracy of Consultant’s services, data, and other work prepared or 
compiled under Consultant’s obligation under this Agreement and must correct, at 
Consultant’s expense, all willful or negligent errors, omissions, or acts that may be discovered.

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Correction of errors disclosed and determined to exist during any construction of the project on 
architectural or engineering drawings and specifications must be accomplished by Consultant.  
The cost of the design necessary to correct those errors attributable to Consultant and any 
damage incurred by City as a result of additional construction costs caused by such engineering 
or architectural errors will be chargeable to Consultant and will not be considered a cost of the 
Work.  The fact that City has accepted or approved Consultant’s work will in no way relieve 
Consultant of any of Consultant’s responsibilities. 
5.11 Reporting. Written monthly reports, along with updated work schedules, will be made by 
Consultant in the format prescribed by City.  These reports will be delivered to City per schedule.  
When requested by City, Consultant will attend Council meetings and provide finished documents 
including correspondence for Council action, supporting charts, graphs, drawings and colored 
slides of same. 
5.12 Withholding Payment. City reserves the right to withhold funds from Consultant’s 
payments up to the amount equal to the claims City may have against Consultant until such 
time that a settlement on those claims has been reached. 
5.13 City's Right of Cancellation. The Parties acknowledge that this Agreement is subject to 
cancellation by City under the provisions of Section 38-511, Arizona Revised Statutes (A.R.S.). 
5.14 Independent Consultant. For this Agreement Consultant constitutes an independent 
contractor. Any provisions in this Agreement that may appear to give City the right to direct 
Consultant as to the details of accomplishing the work or to exercise a measure of control 
over the work means that Consultant must follow the wishes of City as to the results of the 
work only. These results must comply with all applicable laws and ordinances. 
5.15 Project Staffing. Prior to the start of any work under this Agreement, Consultant must 
submit to City detailed resumes of key personnel that will be involved in performing services 
prescribed in the Agreement. City hereby acknowledges its acceptance of such personnel to 
perform services under this Agreement. At any time hereafter that Consultant desires to 
change key personnel while performing under the Agreement, Consultant must submit the 
qualifications of the new personnel to City for prior approval. Key personnel include, but are 
not limited to, principals-in-charge, project manager, and project Consultant. Consultant will 
maintain an adequate and competent staff of qualified persons, as may be determined by 
City, throughout the performance of this Agreement to ensure acceptable and timely 
completion of the Scope of Services. If City objects, with reasonable cause, to any of 
Consultant’s staff, Consultant must take prompt corrective action acceptable to City and, if 
required, remove such personnel from the Project and replace with new personnel agreed to 
by City. 
5.16 Consultants or Subconsultants. Prior to beginning the work, Consultant must furnish City 
for approval the names of consultants or subconsultants to be used under this Agreement. 
Any subsequent changes are subject to City’s written prior approval. 
5.17 Force Majeure. If either party is delayed or prevented from the performance of any act 
required under this Agreement by reason of acts of God or other cause beyond the control

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and without fault of the Party (financial inability excepted), performance of that act may be 
excused, but only for the period of the delay, if the Party provides written notice to the other 
Party within ten days of such act. The time for performance of the act may be extended for a 
period equivalent to the period of delay from the date written notice is received by the other 
Party. 
 
5.18 Compliance with Federal Laws. Consultant understands and acknowledges the 
applicability of the Americans with Disabilities Act, the Immigration Reform and Control Act 
of 1986 and the Drug Free Workplace Act of 1989 to it. Consultant agrees to comply with these 
laws in performing this Agreement and to permit City to verify such compliance. 
 
5.19 No Israel Boycott. By entering into this Agreement, Consultant certifies that Consultant 
is not currently engaged in, and agrees for the duration of the Agreement, not to engage in a 
boycott of Israel as defined by state statute. 
 
5.20 Legal Worker Requirements. A.R.S. § 41-4401 prohibits City from awarding a contract to 
any consultant who fails, or whose subconsultants fail, to comply with A.R.S. § 23-214(A). 
Therefore, Consultant agrees Consultant and each subconsultant it uses warrants their 
compliance with all federal immigration laws and regulations that relate to their employees 
and their compliance with § 23-214, subsection A. A breach of this warranty will be deemed a 
material breach of the Agreement and may be subject to penalties up to and including 
termination of the Agreement. City retains the legal right to inspect the papers of any 
Consultant’s or subconsultant’s employee who provides services under this Agreement to 
ensure that Consultant and subconsultants comply with the warranty under this provision. 
 
5.21 Lawful Presence Requirement. A.R.S. §§ 1-501 and 1-502 prohibit City from awarding a 
contract to any natural person who cannot establish that such person is lawfully present in 
the United States. To establish lawful presence, a person must produce qualifying 
identification and sign a City-provided affidavit affirming that the identification provided is 
genuine. This requirement will be imposed at the time of contract award. This requirement 
does not apply to business organizations such as corporations, partnerships, or limited 
liability companies. 
 
5.22 Covenant Against Contingent Fees. Consultant warrants that no person has been 
employed or retained to solicit or secure this Agreement upon an agreement or 
understanding for a commission, percentage, brokerage, or contingent fee, and that no 
member of the Chandler City Council, or any City employee has any interest, financially, or 
otherwise, in Consultant’s firm. For breach or violation of this warrant, City may annul this 
Agreement without liability or, at its discretion, to deduct from the Agreement price or 
consideration, the full amount of such commission, percentage, brokerage, or contingent fee. 
 
5.23 Non-Waiver Provision. The failure of either Party to enforce any of the provisions of this 
Agreement or to require performance of the other Party of any of the provisions hereof must 
not be construed to be a waiver of such provisions, nor must it affect the validity of this 
Agreement or any part thereof, or the right of either Party to thereafter enforce each and 
every provision.

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5.24 Disclosure of Information Adverse to City’s Interests. To evaluate and avoid potential 
conflicts of interest, Consultant must provide written notice to City, as set forth in this Section, 
of any work or services performed by Consultant for third parties that may involve or be 
associated with any real property or personal property owned or leased by City. Such notice 
must be given 7 business days prior to commencement of the services by Consultant for a 
third party, or 7 business days prior to an adverse action as defined below. Written notice 
and disclosure must be sent in accordance with Section 6.7 above.  An adverse action under 
this Agreement includes, but is not limited to: (a) using data as defined in the Agreement 
acquired in connection with this Agreement to assist a third party in pursuing administrative 
or judicial action against City; or (b) testifying or providing evidence on behalf of any person 
in connection with an administrative or judicial action against City; or (c) using data to produce 
income for Consultant or its employees independently of performing the services under this 
Agreement, without the prior written consent of City. Consultant represents that except for 
those persons, entities, and projects identified to City, the services performed by Consultant 
under this Agreement are not expected to create an interest with any person, entity, or third 
party project that is or may be adverse to City’s interests. Consultant’s failure to provide a 
written notice and disclosure of the information as set forth in this Section constitute a 
material breach of this Agreement. 
 
5.25 Data Confidentiality and Data Security. As used in the Agreement, "data" means all 
information, whether written or verbal, including plans, photographs, studies, investigations, 
audits, analyses, samples, reports, calculations, internal memos, meeting minutes, data field 
notes, work product, proposals, correspondence and any other similar documents or 
information prepared by, obtained by, or transmitted to Consultant or its subconsultants in 
the performance of this Agreement. The Parties agree that all data, regardless of form, 
including originals, images, and reproductions, prepared by, obtained by, or transmitted to 
Consultant or its subconsultants in connection with Consultant’s or its subconsultant’s 
performance of this Agreement is confidential and proprietary information belonging to City. 
Except as specifically provided in this Agreement, Consultant or its subconsultants must not 
divulge data to any third party without City’s prior written consent. Consultant or its 
subconsultants must not use the data for any purposes except to perform the services 
required under this Agreement. These prohibitions do not apply to the following data 
provided to Consultant or its subconsultants have first given the required notice to City: (a) 
data which was known to Consultant or its subconsultants prior to its performance under this 
Consultant or its subconsultants by a third party, who to the best of Consultant’s or its 
subconsultants’ knowledge and belief, had the legal right to make such disclosure and 
Consultant or its subconsultants are not otherwise required to hold such data in confidence; 
or (c) data which is required to be disclosed by virtue of law, regulation, or court order, to 
which Consultant or its subconsultants are subject. In the event Consultant or its 
subconsultants are required or requested to disclose data to a third party, or any other 
information to which Consultant or its subconsultants became privy as a result of any other 
contract with City, Consultant must first notify City as set forth in this Section of the request 
or demand for the data. Consultant or its subconsultants must give City sufficient facts so 
that City can be given an opportunity to first give its consent or take such action that City may 
deem appropriate to protect such data or other information from disclosure. All data must 
continue to be subject to the confidentiality agreements of this Agreement. Consultant or its 
subconsultants assume all liability to maintain the confidentiality of the data in its possession

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and agrees to compensate City if any of the provisions of this Section are violated by 
Consultant, its employees, agents or subconsultants. Solely for the purposes of seeking 
injunctive relief, it is agreed that a breach of this Section must be deemed to cause irreparable 
harm that justifies injunctive relief in court. Consultant agrees that the requirements of this 
Section must be incorporated into all subagreements entered into by Consultant. A violation 
of this Section may result in immediate termination of this Agreement without notice. 
 
5.26 Personal Identifying Information-Data Security. Personal identifying information, 
financial account information, or restricted City information, whether electronic format or 
hard copy, must be secured and protected at all times by Consultant or its subconsultants. At 
a minimum, Consultant or its subconsultants must encrypt or password-protect electronic 
files. This includes data saved to laptop computers, computerized devices, or removable 
storage devices. When personal identifying information, financial account information, or 
restricted City information, regardless of its format, is no longer necessary, the information 
must be redacted or destroyed through appropriate and secure methods that ensure the 
information cannot be viewed, accessed, or reconstructed. In the event that data collected or 
obtained by Consultant or its subconsultants in connection with this Agreement is believed 
to have been compromised, Consultant or its subconsultants must immediately notify City 
contact. Consultant agrees to reimburse City for any costs incurred by City to investigate 
potential breaches of this data and, where applicable, the cost of notifying individuals who 
may be impacted by the breach. Consultant agrees that the requirements of this Section must 
be incorporated into all subcontracts entered into by Consultant. It is further agreed that a 
violation of this Section must be deemed to cause irreparable harm that justifies injunctive 
relief in court. A violation of this Section may result in immediate termination of this 
Agreement without notice. The obligations of Consultant or its subconsultants under this 
Section must survive the termination of this Agreement. 
 
5.27 Jurisdiction and Venue. This Agreement is made under, and must be construed in 
accordance with and governed by the laws of the State of Arizona without regard to the 
conflicts or choice of law provisions thereof. Any action to enforce any provision of this 
Agreement or to obtain any remedy with respect hereto must be brought in the courts 
located in Maricopa County, Arizona, and for this purpose, each Party hereby expressly and 
irrevocably consents to the jurisdiction and venue of such court. 
 
5.28 Survival. All warranties, representations, and indemnifications by Consultant must 
survive the completion or termination of this Agreement. 
 
5.29 Modification. Except as expressly provided herein to the contrary, no supplement, 
modification, or amendment of any term of this Agreement will be deemed binding or 
effective unless in writing and signed by the Parties.  
 
5.30 Severability. If any provision of this Agreement or the application to any person or 
circumstance may be invalid, illegal or unenforceable to any extent, the remainder of this 
Agreement and the application will not be affected and will be enforceable to the fullest 
extent permitted by law. 
 
5.31 Integration. This Agreement contains the full agreement of the Parties. Any prior or

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contemporaneous written or oral agreement between the Parties regarding the subject 
matter is merged and superseded. 
 
5.32 Time is of the Essence. Time of each of the terms, covenants, and conditions of this 
Agreement is hereby expressly made of the essence. 
 
5.33 Date of Performance. If the date of performance of any obligation or the last day of any 
time period provided for should fall on a Saturday, Sunday, or holiday for City, the obligation 
will be due and owing, and the time period will expire, on the first day after which is not a 
Saturday, Sunday or legal City holiday. Except as may otherwise be set forth in this 
Agreement, any performance provided for herein will be timely made if completed no later 
than 5:00 p.m. (Chandler time) on the day of performance. 
 
5.34 Third Party Beneficiary. Nothing under this Agreement will be construed to give any 
rights or benefits in the Agreement to anyone other than City and Consultant, and all duties 
and responsibilities undertaken pursuant to this Agreement will be for the sole and exclusive 
benefit of City and Consultant and not for the benefit of any other party. 
 
5.35 Conflict in Language. All work performed must conform to all applicable City of Chandler 
codes, ordinances, and requirements as outlined in this Agreement. If there is a conflict in 
interpretation between provisions in this Agreement and those in Exhibit "A", the provisions 
in this Agreement prevail. 
 
5.36 Document/Information Release. Documents and materials released to Consultant, 
which are identified by City as sensitive and confidential, are City’s property. The 
document/material must be issued by and returned to City upon completion of the services 
under this Agreement. Consultant secondary distribution, disclosure, copying, or duplication 
in any manner is prohibited without City’s prior written approval. The document/material 
must be kept secure at all times. This directive applies to all City documents, whether in 
photographic, printed, or electronic data format.  
 
5.37 Exhibits. The following exhibits are made a part of this Agreement and are incorporated 
by reference: 
 
  
 
 
Exhibit A - Scope of Services / Schedule 
Exhibit B - Compensation and Fees 
Exhibit C - Insurance Requirements 
Exhibit D - Special Conditions 
Exhibit E – Federal Requirements (if applicable)  
 
5.38 Special Conditions. As part of the services Consultant provides under this Agreement, 
Consultant agrees to comply with and fully perform the special terms and conditions set forth 
in Exhibit “D”, which is attached to and made a part of this Agreement. 
 
5.39 Non-Discrimination and Anti-Harassment Laws. Consultant must comply with all 
applicable City, state, and federal non-discrimination and anti-harassment laws, rules, and 
regulations.

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5.40 Licenses and Permits. Beginning with the Effective Date and for the full term of this 
Agreement, Consultant must maintain all applicable City, state, and federal licenses and 
permits required to fully perform Consultant’s services under this Agreement. 
 
5.41 Warranties. Consultant must furnish a one-year warranty on all work and services 
performed under this Agreement. Consultant must furnish, or cause to be furnished, a two-
year warranty on all fixtures, furnishings, and equipment furnished by Consultant, 
subconsultants or suppliers under this Agreement. Any defects in design, workmanship, or 
materials that do not comply with this Agreement must be corrected by Consultant (including, 
but not limited to, all parts and labor) at Consultant’s sole cost and expense. All written 
warranties and redlines for as-built conditions must be delivered to City on or before City’s 
final acceptance of Consultant’s services under this Agreement.  
 
5.42 Cooperative Purchasing Agreement (S.A.V.E. – Strategic Alliance for Volume 
Expenditures).  In addition to City of Chandler and with the approval of Consultant, this 
Agreement may be extended for use by other municipalities, school districts, and government 
agencies of the State.  Any such usage by other entities must be in accordance with the 
ordinance, charter, or procurement rules and regulations of the respective political entity.   
 
5.43 Budget Approval into Next Fiscal Year.  This Agreement will commence on the Effective 
Date and continue in full force and effect until it is terminated or expires in accordance with 
the provisions of this Agreement.  The Parties recognize that the continuation of this 
Agreement after the close of the City's fiscal year, which ends on June 30 of each year, is 
subject to the City Council's approval of a budget that includes an appropriation for this item 
as an expenditure.  The City does not represent that this budget item will be actually adopted. 
This determination is solely made by the City Council. 
 
 
 
 
 
SIGNATURE PAGE TO FOLLOW

Craig Bouck
04/26/2022
Partner / Principal
craigbouck@brsarch.com
Craig Bouck
Digitally signed by Craig Bouck
DN: C=US, E=craigbouck@brsarch.com, O=Barker 
Rinker Seacat Architecture, CN=Craig Bouck
Location: Denver
Reason: I am approving this document
Contact Info: Craig Bouck craigbouck@brsarch.com
Date: 2022.04.26 15:54:21-06'00'

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page A-1  
Project No : PR2201 201
EXHIBIT “A” 
SCOPE OF SERVICES/SCHEDULE

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1 
 
 
CONSTRUCTION COST CONSULTANTS 
 
 
SCOPE OF WORK 
TUMBLEWEED RECREATION CENTER EXPANSION 
Chandler, Arizona 
 
We anticipate the provision of estimates at SD, DD, and 98% CD with an updated 
estimate at 100% CD. 
   
Furniture budgeting will be incorporated into the estimates which will be based on 
budget information provided by BRS interiors staff. 
 
As set forth in the BRS Consulting Template dated February 11, 2022, in addition 
to the provision of estimates at the four above-mentioned phases, we anticipate, 
as instructed in the BRS Template, providing an additional 20 hours throughout 
the design process for miscellaneous estimating, detailed review of CMGC 
periodic estimates and feedback for review, and provision of overall project budget 
cost control of the owner’s project budget.   
 
As requested in Bill Clifford’s email of March 15, 2022, we will participate in 
estimate reconciliation meetings with the CMAR at the SD, DD, and CD phases. 
 
The following is a brief outline of our typical procedures for providing design phase 
cost control and cost estimating services. 
 
 
Schematic Design Phase: 
 
Provide a preliminary estimate based on outline drawings and specifications to 
ensure that the proposed design falls within the estimated budget.  The estimate 
will be prepared by way of measuring all major components of the work and pricing 
at unit prices applicable to a competitively bid project in the appropriate geographic 
area.  
 
Estimate unit pricing will be compiled and cross-checked from a number of 
sources. Pricing will be initiated using our in-house data files from previously 
completed similar projects.  Some unit prices will be re-calculated in-house using 
current local prevailing wage scales and materials prices solicited from local 
vendors.  Other prices will be checked by soliciting installed unit prices for 
materials/systems from local specialist sub-contractors.  Finally, pricing will be 
cross-checked against RS Means construction cost manuals adjusted to the local 
market.  Data from the Means manuals is used to supplement general and project-

2 
specific cost information solicited from contractors, subcontractors and product 
vendors. 
 
Quantities and pricing are subject to a parametric analysis and checked against 
cost models for projects of a similar function and size to ensure that there are no 
inconsistencies in the estimates. 
 
The estimate will be presented in an elemental/systems format and will form the 
cost plan that is the base of all subsequent construction cost control during the 
design process.  The financial impact of any proposed design changes can be 
readily assessed by reference to the cost plan. 
 
Design Development Phase: 
 
During detailed design of the various functional elements we will provide 
continuous cost control.  The design of each element is analyzed and the cost is 
checked with the cost plan, and the impact on the overall budget is noted.  If a 
proposed design solution will result in a budget overrun, we will advise the owner 
and the designer of potential savings that will bring the overall cost projection back 
within the established budget. 
 
At completion of design development documents we will prepare the design 
development estimate submittal.  The estimate will be prepared by way of detailed 
measurement of all major components of the work and pricing at unit prices 
applicable to a competitively bid project in the appropriate geographic area.  We 
will present this estimate in an elemental/systems format, as this better facilitates 
analysis of the estimate and comparison with systems costs for similar projects.  
The cost analysis is a further check on the accuracy and structure of the estimate. 
 
It is usually at this stage that we work with the design team to prepare a list of 
additive alternates to the proposed base bid design package.  This alternate list 
serves two primary functions.  The first is as a shopping list for additional items the 
owner would like incorporated into the project but for which there may not be 
sufficient funding.  Secondly, by identifying some materials/systems as alternates 
and reducing the base bid package size we can create an additional degree of 
comfort in a volatile bidding climate that the base bids will definitely be under the 
project budgets.  We usually recommend that alternates are structured to involve 
a minimum number of subcontractors/suppliers to limit possible confusion during 
bid preparation and to ensure the receipt of the best possible bids by maximizing 
contractor comfort.  
 
98% Construction Document Phase: 
 
We will provide a final cost check on the substantially complete working drawings 
to assess the impact of possible changes in the bidding climate such as major 
unexpected labor or material cost increases.  This estimate can also be presented 
in the CSI format to assist the designer and owner in the analysis of bids and the 
checking of contractors’ payment schedules.

3 
 
100% Construction Document Phase: 
 
We will update the 98% Construction Document phase estimate based on any new 
information or changes reflected on the 100% Construction Documents.

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2165 W. PECOS RD STE. 5 | CHANDLER, AZ 85224| o. 480.445.9189 | www. rlfconsulting.com 
1101 W. Grant Rd. Suite 208 | Tucson, AZ 85705 | o. (520) 230-7753 
 
February 17, 2022 
 
Project:  P2022042 Tumbleweed Recreation Center 
Reference: Topographic Survey & Control Mapping  
 
Bill Clifford  R.A. LEED AP   Associate, Project Manager   
BARKER RINKER SEACAT ARCHITECTURE  
O 303.455.1366 ext. 163  brsarch.com 
 
 
RLF Consulting is pleased to submit this proposal for Land Surveying Services  
 
Our scope and fee are based on the following assumptions: 
 
 The project area contains approximately 8.5 acres of land. 
 The following Parcels are included as part of this proposal for refence to the Maricopa County Assessors data 
(APN),  303-33-004B 
Owner Name:  
CHANDLER CITY OF 
Property Address: 
745 E GERMANN RD CHANDLER 85286 
Mailing Address: 
PO BOX 4008 MS 606 CHANDLER AZ 85244 
Deed Number:  
940515043 
 The Deed & or Plat of record shall be used for the proposed of defining the subject parcel(s)  
 The Horizontal Datum will be based on the Arizona Coordinate System, 1983, (Central) Zone 
 The Vertical Datum will be based on NAVD 88 City of Chandler  
 
Task 001 – Topographic Survey & Control Mapping  
 
 Verify horizontal and vertical control  
 The subject parcel boundary shall be verified and referenced to the deed of record and depicted on the survey 
to include review of record data and perform calculations for the determination of the boundary  / right-of-way 
of the subject parcel and conduct a field survey of the subject property to recover any available evidence of the 
boundary for the purpose of defining the right of way 
 The limits of topographic survey consist of the subject parcel(s) area , attached. 
 Provide site topography to include contours at 1-foot intervals, with spot elevations at critical locations (i.e. high 
points, low points, at top and bottom of curb line, edge of pavement, etc.).   
 Locate existing planimetric features and visible utilities to include sewer manholes, water valves, grates, inlets, 
and other features as delineated on the aerial exhibit. 
 Plot easements, lease areas or other documents of record as provided by the client.  
 RLF will use traditional survey methodology to produce 3D models to produce topographic mapping.   
 
 
 
Revised: April 4, 2022

2165 W. PECOS RD STE. 5 | CHANDLER, AZ 85224| o. 480.445.9189 | www. rlfconsulting.com 
1101 W. Grant Rd. Suite 208 | Tucson, AZ 85705 | o. (520) 230-7753 
 
 
 
 
Task 002 - Underground Utility Locating  
 RLF will obtain underground utility information  utilities (private and public) located, including flowlines where 
applicable, in survey area and to the next structure upstream/downstream beyond the survey area. 
 
Project deliverables- 
o 2D/3D CAD Basemap in Civil 3D format. | DTM Surface in Civil 3D format. | xml surface data | 
Georeferenced Ortho Image ASCII Point Files | Sealed Topographic Survey sheet and Control Meta data  
 
 
 
Proposed Fee 
 
Task 001 - Survey Fee…………………………………………...........................…………………………$9,500.00 
 
Task 002 – Underground Utility Locating Survey Fee...……………………………………………. $2,400.00 
 
Sincerely, 
RLF CONSULTING, LLC  
 
 
 
 
 
 
 
ACCEPTED BY: 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Mike Fondren PLS 
 
 
 
 
 
 
 
2165 W. PECOS RD STE. 5 | CHANDLER, AZ 85224 
 
 
 
____________________________ 
D. (480)719.7196 |  Main. (480) 445.9189 
1101 W. Grant Rd. Suite 208 | Tucson, AZ 85705 
o. (520) 230-7753 | c. (480) 550-2649 
 
 
 
 
 
_____________________________ 
WWW.RLFCONSULTING.COM   
 
 
 
 
 
Print Name                        Date


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ƌĐŚŝƚĞĐƚƵƌĞΗŚĞƌĞŝŶĂĨƚĞƌŬŶŽǁŶĂƐƚŚĞΗƌĐŚŝƚĞĐƚ͘ΗKƵƌƉƌŽƉŽƐĂůŝƐŝŶƚĞŶĚĞĚƚŽĨŽƌŵƚŚĞďĂƐŝƐŽĨĂŶ
ĂŐƌĞĞŵĞŶƚďĞƚǁĞĞŶƚŚĞΗƌĐŚŝƚĞĐƚΗĂŶĚƚŚĞΗŽŶƐƵůƚĂŶƚΗĨŽƌƚŚĞƐĞƌǀŝĐĞƐĂŶĚĨĞĞƐ͘
^KWK&WZK:d͗
dŚĞ&ŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐĂŶĚĐƌŝƚĞƌŝĂĚĞƐĐƌŝďĞĚŚĞƌĞĂĨƚĞƌĂƌĞƚŽĨŽƌŵƚŚĞƐĐŽƉĞŽĨƚŚĞǁŽƌŬƚŽďĞƉĞƌĨŽƌŵĞĚ
ďLJƚŚĞŽŶƐƵůƚĂŶƚ͘dŚĞLJĂƌĞŝŶĂĐĐŽƌĚĂŶĐĞǁŝƚŚŽƵƌƵŶĚĞƌƐƚĂŶĚŝŶŐŽĨƚŚĞKǁŶĞƌ͛ƐŶĞĞĚƐĂŶĚƉƌŽũĞĐƚ
ƌĞƋƵŝƌĞŵĞŶƚƐ͘
Z^dK^/'EEZ/dZ/͗
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^ĐŽƉĞŽĨǁŽƌŬ͗ĞƐŝŐŶ^ĞƌǀŝĐĞƐKŶůLJ^Ͳ͘ĞƐŝŐŶƉƌŽĚƵĐƚŝŽŶŬŝƚĐŚĞŶƚŽĂĐĐŽŵŵŽĚĂƚĞƚŚĞ
^ĞŶŝŽƌƚƌ&ĂĐŝůŝƚLJ͘dŚĞĨĞĞŝŶĐůƵĚĞƐĨĂĐŝůŝƚLJĂƐƐĞƐƐŵĞŶƚĂŶĚĚŽĐƵŵĞŶƚĂƚŝŽŶŽĨƚŚĞĞdžŝƐƚŝŶŐŬŝƚĐŚĞŶ
ĨĂĐŝůŝƚLJ͘dŚŝƐĨĞĞĂĐĐŽŵŵŽĚĂƚĞƐƚŚĞƉƌŽƉŽƐĞĚĞƋƵŝƉŵĞŶƚďƵĚŐĞƚŽĨΨϯϬϬ͕ϬϬϬ͘ϬϬ͘
y>h^/KE^͗
tĞĞdžĐůƵĚĞĨƌŽŵŽƵƌƉƌŽƉŽƐĂůĂŶLJ&ŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐŽƌĐƌŝƚĞƌŝĂŶŽƚĚĞĨŝŶĞĚŽƌƚŚĞĨŽůůŽǁŝŶŐŝƚĞŵƐ͗
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hƚĞŶƐŝůƐ͕ƚĂďůĞƚŽƉƐƵƉƉůŝĞƐĂŶĚĞƋƵŝƉŵĞŶƚŽƚŚĞƌǁŝƐĞŬŶŽǁŶĂƐ^ŵĂůůǁĂƌĞƐ͘
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/ŶƚĞƌŝŽƌĞƐŝŐŶƌĞůĂƚĞĚƚŽƚŚĞĨŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐ͘
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KĨĨŝĐĞĨƵƌŶŝƚƵƌĞĂŶĚĞƋƵŝƉŵĞŶƚ͕ĐŽŵŵƵŶŝĐĂƚŝŽŶƐĂŶĚƉŽŝŶƚŽĨƐĂůĞƐ;WK^ͿƐLJƐƚĞŵƐ͕ĞƚĐ͘
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ŝŶŝŶŐƌŽŽŵĨƵƌŶŝƐŚŝŶŐƐĂŶĚĞƋƵŝƉŵĞŶƚ͘




&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐWƌŽƉŽƐĂů

WĂŐĞϮŽĨϵ


ϭ͘
'EZ>͗
ϭ͘ϭ
&Ƶůů ƐĞƌǀŝĐĞƐǁŝůů ďĞ ƉƌŽǀŝĚĞĚ ĨŽƌ &ŽŽĚƐĞƌǀŝĐĞ ƐLJƐƚĞŵƐǁŚŝĐŚ ƐŚĂůů ŝŶĐůƵĚĞ ďƵƚ ŶŽƚ ďĞ
ůŝŵŝƚĞĚ ƚŽ ĐŽŶƐƵůƚĂƚŝŽŶ ĂŶĚ ƌĞǀŝĞǁ͕ ĨƵůůͲƐĞƌǀŝĐĞ ĚĞƐŝŐŶ͕ ƉƌĞƉĂƌĂƚŝŽŶ ŽĨ ŽŶƐƚƌƵĐƚŝŽŶ
ŽĐƵŵĞŶƚƐ ŝŶĐůƵĚŝŶŐ ĚĞƚĂŝůĞĚ ƚĞĐŚŶŝĐĂů ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͕ ĂƐƐŝƐƚĂŶĐĞ ŝŶ ĂŶĂůLJƐŝƐ ŽĨ
ŽŶƐƚƌƵĐƚŝŽŶŝĚƐ͕ŽŶƐƚƌƵĐƚŝŽŶĚŵŝŶŝƐƚƌĂƚŝŽŶ͕ĂŶĚŽĚĞŶĂůLJƐŝƐ͘
ϭ͘Ϯ
&Žƌ ƚŚĞ ƉƵƌƉŽƐĞ ŽĨ ŵĂŝŶƚĂŝŶŝŶŐ ĐŽŶƚŝŶƵŝƚLJ͕ ǁĞ ƉƌŽƉŽƐĞ ƚŽ ĚĞƐŝŐŶĂƚĞ ƉƌŽũĞĐƚ
ƌĞƐƉŽŶƐŝďŝůŝƚŝĞƐƚŽƌĞƉƌĞƐĞŶƚĂƚŝǀĞƐŽĨƚŚĞĨŝƌŵǁŚŽƐŚĂůůďĞĂƵƚŚŽƌŝnjĞĚƚŽĂĐƚŽŶŽƵƌďĞŚĂůĨ͘
WƌŽũĞĐƚĚŵŝŶŝƐƚƌĂƚŽƌͬĞƐŝŐŶĞƌ͗>ĂŶĐĞƌŽŽŬƐ
ƐƐŝƐƚĂŶƚWƌŽũĞĐƚDĂŶĂŐĞƌ͗
DĞŐĂŶ:ŽŚŶƐŽŶ
ϭ͘ϯ
KƵƌƐĞƌǀŝĐĞƐǁŝůůďĞƉĞƌĨŽƌŵĞĚŝŶĂŵĂŶŶĞƌ͕ƐĞƋƵĞŶĐĞ͕ĂŶĚƚŝŵŝŶŐƐŽĂƐƚŽďĞĐŽŽƌĚŝŶĂƚĞĚ
ǁŝƚŚƚŚĞKǁŶĞƌΖƐƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚƐĞƌǀŝĐĞƐŽĨƚŚĞƌĐŚŝƚĞĐƚĂŶĚŽƚŚĞƌŽŶƐƵůƚĂŶƚƐ͘
ϭ͘ϰ
tĞ ǁŝůů ƉƌĞƉĂƌĞ ĂŶĚ ƉƌŽǀŝĚĞ ƉƌŽŐƌĞƐƐ ĐŽƉŝĞƐ ŽĨ ƌĞƉŽƌƚƐ͕ ĚƌĂǁŝŶŐƐ͕ ƐƉĞĐŝĨŝĐĂƚŝŽŶƐ ĂŶĚ
ŽƚŚĞƌ ĚŽĐƵŵĞŶƚƐ ĨŽƌ ƌĐŚŝƚĞĐƚͬŽŶƐƵůƚĂŶƚ ĐŽŽƌĚŝŶĂƚŝŽŶ ĂŶĚ KǁŶĞƌƐΖ ƌĞǀŝĞǁ Ăƚ
ŝŶƚĞƌŵĞĚŝĂƚĞ ŝŶƚĞƌǀĂůƐ ĂŶĚ ĞĂĐŚ ƉŚĂƐĞ ŽĨ ƉƌŽŐƌĞƐƐ͘  dŚĞ ĚŽĐƵŵĞŶƚƐ ŵĂLJ ŝŶĐůƵĚĞ ŽŶ
ƌĞƋƵĞƐƚĂĐƵƌƌĞŶƚďƵĚŐĞƚŽƌĐŽƐƚĞƐƚŝŵĂƚĞĨŽƌŽƵƌƉĂƌƚŽĨƚŚĞǁŽƌŬ͕ďĂƐĞĚŽŶƚŚĞĐƵƌƌĞŶƚ
ĚƌĂǁŝŶŐƐĂŶĚƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͘dŚĞŽŶƐƵůƚĂŶƚ͕ƚŚĞKǁŶĞƌĂŶĚͬŽƌƚŚĞŝƌĂŐĞŶƚƐ͕ƌĐŚŝƚĞĐƚƐ
ĂŶĚŽƚŚĞƌŽŶƐƵůƚĂŶƚƐƐŚĂůůƌĞǀŝĞǁƚŚĞĚŽĐƵŵĞŶƚƐĨŽƌĚĞƐŝŐŶŝŶƚĞŶƚĂŶĚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚ
ĐŽŶĨŽƌŵĂŶĐĞ͘dŚĞKǁŶĞƌ͕ƌĐŚŝƚĞĐƚŽƌƚŚĞŝƌĂŐĞŶƚƐǁŝůůŝƐƐƵĞĂǁƌŝƚƚĞŶĂƉƉƌŽǀĂůĂŶĚ
ŶŽƚŝĐĞƚŽƉƌŽĐĞĞĚ͕ĂŶĚͬŽƌŝŶƐƚƌƵĐƚŝŽŶƐĨŽƌĐŚĂŶŐĞƐŽƌŵŽĚŝĨŝĐĂƚŝŽŶƐ͘ŚĂŶŐĞƐĂŶĚͬŽƌ
ŵŽĚŝĨŝĐĂƚŝŽŶƐ ǁŚĞŶ ƌĞƋƵŝƌĞĚ ǁŝůů ďĞ ŝŶĐŽƌƉŽƌĂƚĞĚ͕ ƌĞǀŝĞǁĞĚ ĂŶĚ ĂƉƉƌŽǀĞĚ ŝŶ ǁƌŝƚŝŶŐ
ďĞĨŽƌĞƉƌŽĐĞĞĚŝŶŐƚŽƚŚĞŶĞdžƚƉŚĂƐĞŽĨƚŚĞƉƌŽũĞĐƚ͘
ϭ͘ϱ
tĞƉƌŽƉŽƐĞƚŽƉƌŽǀŝĚĞĂůůĚĞƐŝŐŶĚƌĂǁŝŶŐƐĂŶĚĚŽĐƵŵĞŶƚƐŝŶƚŚĞƌĐŚŝƚĞĐƚƐΖĨŽƌŵĂƚŽƌ
ƚLJƉŝĐĂů^/ƚŚƌĞĞͲƉĂƌƚĨŽƌŵĂƚĨŽƌƐƉĞĐŝĨŝĐĂƚŝŽŶƐ͘
ϭ͘ϱ͘ϭ
ƌĂǁŝŶŐƐ͕ŝŶĐůƵĚŝŶŐĞƋƵŝƉŵĞŶƚƉůĂŶ͕ƵƚŝůŝƚLJƉůĂŶƐ͕ĞůĞǀĂƚŝŽŶƐ͕ƐĞĐƚŝŽŶƐĂŶĚĚĞƚĂŝůƐ
ǁŝůůďĞƉƌĞƉĂƌĞĚƵƐŝŶŐZĞǀŝƚŽŶƚŚĞƌĐŚŝƚĞĐƚΖƐƐƚĂŶĚĂƌĚƐŚĞĞƚƐŝnjĞ͕ƚŝƚůĞďůŽĐŬĂŶĚ
ĚƌĂĨƚŝŶŐƐƚĂŶĚĂƌĚƐ͘
ϭ͘ϱ͘Ϯ
ůůĚŽĐƵŵĞŶƚƐŵĂLJďĞĨƵƌŶŝƐŚĞĚŝŶƚŚĞŝƌŶĂƚŝǀĞĞůĞĐƚƌŽŶŝĐĨŽƌŵĂƚŽŶƌĞƋƵĞƐƚ͘
ϭ͘ϲ
dŚĞ ŽŶƐƵůƚĂŶƚ ĂŐƌĞĞƐ ƚŽ ĞŶƚĞƌ ŝŶƚŽ Ă ^ƚĂŶĚĂƌĚ / ŽŶƚƌĂĐƚ ŽĐƵŵĞŶƚ ŐƌĞĞŵĞŶƚ
ďĞƚǁĞĞŶƚŚĞƌĐŚŝƚĞĐƚĂŶĚŽŶƐƵůƚĂŶƚ͕ŝĨƌĞƋƵŝƌĞĚ͘
Ϯ͘
Z,/dd^ KZ KtEZ^ Z^WKE^//>/d/^͗  WƌŽǀŝĚĞ ƚŚĞ ŽŶƐƵůƚĂŶƚ ǁŝƚŚ ƌĞĂƐŽŶĂďůĞ
ƉƌŽŵƉƚŶĞƐƐĂƚƚŚĞĂƉƉƌŽƉƌŝĂƚĞƉŚĂƐĞĂůůƌĞƋƵŝƌĞĚŝŶĨŽƌŵĂƚŝŽŶƌĞŐĂƌĚŝŶŐƚŚŝƐWĂƌƚŽĨƚŚĞWƌŽũĞĐƚ
ĂƐŽƵƚůŝŶĞĚŚĞƌĞĂĨƚĞƌĂŶĚĂƐƐƉĞĐŝĨŝĞĚ͘
Ϯ͘ϭ
WĞƌƚŝŶĞŶƚƉƌĞůŝŵŝŶĂƌLJĂŶĚƵƉĚĂƚĞĚZĞǀŝƚŽƌƌĞƉƌŽĚƵĐŝďůĞƌĐŚŝƚĞĐƚƵƌĂůďĂĐŬŐƌŽƵŶĚďĂƐĞ
ƐŚĞĞƚƐ Ăƚ ŝŶƚĞƌŵĞĚŝĂƚĞ ŝŶƚĞƌǀĂůƐ ĂŶĚ ƉŚĂƐĞƐ ŽĨ ƚŚĞ ƉƌŽũĞĐƚ ǁŚĞŶ ŶĞĐĞƐƐĂƌLJ ƚŽ
ĐŽŵŵƵŶŝĐĂƚĞĂƐƉĂƚŝĂůĚĞƐĐƌŝƉƚŝŽŶŽĨƚŚĞĨŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐĂŶĚͬŽƌĂŶLJĐŚĂŶŐĞƐƚŽƚŚĞ
ƐƉĂĐĞǁŚŝĐŚǁŝůůĂĨĨĞĐƚƚŚĞtŽƌŬŽĨƚŚĞŽŶƐƵůƚĂŶƚ͘
Ϯ͘Ϯ
WƌŽũĞĐƚ/ŶĨŽƌŵĂƚŝŽŶƉƌŽǀŝĚĞĚďLJƚŚĞƌĐŚŝƚĞĐƚŽĨZĞĐŽƌĚŝŶĐůƵĚŝŶŐ͗


&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐWƌŽƉŽƐĂů

WĂŐĞϯŽĨϵ

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WƌŽũĞĐƚ ĚŝƌĞĐƚŽƌLJ ŝŶĐůƵĚŝŶŐ Ăůů ƉƌŝŵĂƌLJ ĐŽĚĞ ĂŶĚ :ƵƌŝƐĚŝĐƚŝŽŶĂů ƵƚŚŽƌŝƚŝĞƐ͕
ŽŶƐƵůƚĂŶƚƐ͕ ĞƐŝŐŶĞƌƐ͕ ŶŐŝŶĞĞƌƐ͕ ƌĐŚŝƚĞĐƚƐ͕ ŽŶƚƌĂĐƚŽƌƐ ĂŶĚ KǁŶĞƌ͛Ɛ
ZĞƉƌĞƐĞŶƚĂƚŝǀĞƐ͘
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/ŶŝƚŝĂů&ŽŽĚƐĞƌǀŝĐĞĞƋƵŝƉŵĞŶƚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚ͘
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WƌŽũĞĐƚZĞǀŝƚ͕ŐƌĂƉŚŝĐĂŶĚƋƵĂůŝƚLJĐŽŶƚƌŽůƐƚĂŶĚĂƌĚƐĂŶĚƉŽůŝĐŝĞƐ͘
Ϯ͘ϯ
WĞƌƚŝŶĞŶƚďƵŝůĚŝŶŐĐŽŶƐƚƌƵĐƚŝŽŶĚĞƚĂŝůƐ͕ŵĞĐŚĂŶŝĐĂů͕ĞůĞĐƚƌŝĐĂů͕ƉůƵŵďŝŶŐĂŶĚƐƚƌƵĐƚƵƌĂů
ĐŚĂƌĂĐƚĞƌŝƐƚŝĐŽĨƚŚĞďƵŝůĚŝŶŐŽƌƐŝƚĞ͕ǁŚŝĐŚĂĨĨĞĐƚƚŚĞǁŽƌŬŽĨƚŚĞŽŶƐƵůƚĂŶƚ͘
Ϯ͘ϰ
ƌĐŚŝƚĞĐƚͬKǁŶĞƌƐΖ ĚĞƐŝŐŶ ƐƚĂŶĚĂƌĚƐ ĨŽƌ &ŽŽĚƐĞƌǀŝĐĞ ŵĂƚĞƌŝĂůƐ ĂŶĚ ĞƋƵŝƉŵĞŶƚ ŝĨ
ĂƉƉůŝĐĂďůĞ͘
Ϯ͘ϱ
&ŽŽĚƐĞƌǀŝĐĞ ŽƉĞƌĂƚŝŽŶƐ ƉƌŽŐƌĂŵ ĂŶĚ ƉůĂŶŶŝŶŐ ĚŽĐƵŵĞŶƚƐ ŽƵƚůŝŶŝŶŐ ƚŚĞ ĨŽůůŽǁŝŶŐ ŝĨ
ĂǀĂŝůĂďůĞ͗
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DĞŶƵĂŶĚŽƉĞƌĂƚŝŽŶĂůĐŽŶĐĞƉƚƐ͘
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^ƚĂĨĨŝŶŐƌĞƋƵŝƌĞŵĞŶƚƐ͘
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,ŽƵƌƐŽĨŽƉĞƌĂƚŝŽŶƐ͘
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ŶƚŝĐŝƉĂƚĞĚƚLJƉĞƐ͕ŶƵŵďĞƌƐĂŶĚĨƌĞƋƵĞŶĐŝĞƐŽĨƉĞƌƐŽŶƐƚŽƵƚŝůŝnjĞŽƉĞƌĂƚŝŽŶ͘
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KďũĞĐƚŝǀĞƐŽĨƚŚĞ&ŽŽĚƐĞƌǀŝĐĞŽƉĞƌĂƚŝŽŶ͘
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^ƉĞĐŝĂůŵĂƚĞƌŝĂůƐ͕ƉƌŽĚƵĐƚŝŽŶ͕ĂŶĚĚĞůŝǀĞƌLJƌĞƋƵŝƌĞŵĞŶƚƐ͘
•
,ŝƐƚŽƌŝĐĂůĚĂƚĂĨŽƌĐƵƌƌĞŶƚŽƉĞƌĂƚŝŽŶƐ͘
•
^ƉĂƚŝĂůƉƌŽŐƌĂŵĨŽƌĂůů&ŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐ͘
Ϯ͘ϲ
KǁŶĞƌŽƉĞƌĂƚŝŽŶĂůĂŶĚŵĂŝŶƚĞŶĂŶĐĞƐƚĂŶĚĂƌĚƐ͘
Ϯ͘ϳ
/ŶƐƵƌĂŶĐĞƵŶĚĞƌǁƌŝƚĞƌĐƌŝƚĞƌŝĂ͘
Ϯ͘ϴ
ƌĐŚŝƚĞĐƚƐͬKǁŶĞƌƐ͛ƐĐŚĞĚƵůĞĨŽƌƚŚĞƉƌŽũĞĐƚ͘
Ϯ͘ϵ
dŚĞƌĐŚŝƚĞĐƚͬKǁŶĞƌǁŝůůƌĞŶĚĞƌĚĞĐŝƐŝŽŶƐŝŶĂƚŝŵĞůLJŵĂŶŶĞƌƉĞƌƚĂŝŶŝŶŐƚŽĚĞƐŝŐŶĂŶĚ
ĚŽĐƵŵĞŶƚƐƵďŵŝƚƚĂůƐƉƌĞƉĂƌĞĚďLJƚŚĞŽŶƐƵůƚĂŶƚŝŶŽƌĚĞƌƚŽĂǀŽŝĚƵŶƌĞĂƐŽŶĂďůĞĚĞůĂLJƐ
ŝŶƚŚĞŽƌĚĞƌůLJĂŶĚƐĞƋƵĞŶƚŝĂůƉƌŽŐƌĞƐƐŽĨƚŚĞŽŶƐƵůƚĂŶƚΖƐtŽƌŬ͘ƌĐŚŝƚĞĐƚͬKǁŶĞƌΖƐĂŐĞŶƚ
Žƌ ƌĞƉƌĞƐĞŶƚĂƚŝǀĞ ƐŚĂůů ŝƐƐƵĞ ĂŶLJ ŝŶƐƚƌƵĐƚŝŽŶƐ͕ ĂƉƉƌŽǀĂůƐ͕ ĐŚĂŶŐĞƐ͕ ŵŽĚŝĨŝĐĂƚŝŽŶƐ Žƌ
ĚŝƌĞĐƚŝǀĞƐƚŽƚŚĞŽŶƐƵůƚĂŶƚŝŶǁƌŝƚŝŶŐĂŶĚŝŶĂƚŝŵĞůLJŵĂƚƚĞƌ͘
Ϯ͘ϭϬ
dŚĞƌĐŚŝƚĞĐƚƐŚĂůůƉƌŽǀŝĚĞƚŚĞŽŶƐƵůƚĂŶƚǁŝƚŚĂĐŽŵƉůĞƚĞƐĞƚŽĨŽŶƚƌĂĐƚŽĐƵŵĞŶƚƐ
ĂŶĚͬŽƌĂƐĞƚŽĨĂůůŽŶƚƌĂĐƚŽĐƵŵĞŶƚƐƉĞƌƚĂŝŶŝŶŐƚŽƚŚŝƐƉŽƌƚŝŽŶŽĨƚŚĞǁŽƌŬĨŽƌƚŚĞŝƌ
ƌĞĐŽƌĚƐĂƚŶŽĐŽƐƚƚŽƚŚĞŽŶƐƵůƚĂŶƚ͘/ŶĂĚĚŝƚŝŽŶ͕ƚŚĞŽŶƐƵůƚĂŶƚƐŚĂůůďĞƉƌŽǀŝĚĞĚǁŝƚŚ
ĐŽƉŝĞƐŽĨĂůůŝĚƐĨŽƌƚŚŝƐWĂƌƚŽĨƚŚĞtŽƌŬ͕ŽŶƚƌĂĐƚƐ͕ĐŽƌƌĞƐƉŽŶĚĞŶĐĞ͕ĐŚĂŶŐĞŽƌĚĞƌƐ͕ĂŶĚ
ŽƚŚĞƌĚŽĐƵŵĞŶƚĂƚŝŽŶǁŚŝĐŚŵĂLJĂĨĨĞĐƚƚŚĞtŽƌŬƉĞƌĨŽƌŵĞĚďLJƚŚĞŽŶƐƵůƚĂŶƚ͘
Ϯ͘ϭϭ
dŚĞƌĐŚŝƚĞĐƚƐŚĂůůƐƵďŵŝƚĚƌĂǁŝŶŐƐĨŽƌƚŚŝƐƉƌŽũĞĐƚĚƵƌŝŶŐWĞƌŵŝƚƚŽĂůůůŽĐĂůũƵƌŝƐĚŝĐƚŝŽŶ
ƉĞƌŵŝƚƚŝŶŐĂƵƚŚŽƌŝƚŝĞƐĂƐƌĞƋƵŝƌĞĚ͘ŶLJĨŽŽĚƐĞƌǀŝĐĞƌĞůĂƚĞĚĐŽŵŵĞŶƚƐĨƌŽŵƉĞƌŵŝƚƚŝŶŐ
ĂƵƚŚŽƌŝƚŝĞƐƐŚĂůůďĞĨŽƌǁĂƌĚĞĚƚŽƚŚĞŽŶƐƵůƚĂŶƚĨŽƌƌĞƐƉŽŶƐĞ͘
ϯ͘
KEWdh>KZWZͲ^/'EW,^͗ŽŶƐƵůƚĂŶƚƉƌŽƉŽƐĞƐƚŽƉƌŽǀŝĚĞƚŚĞĨŽůůŽǁŝŶŐƐĞƌǀŝĐĞƐ
ĚƵƌŝŶŐƚŚŝƐƉŚĂƐĞŽĨƚŚĞƉƌŽũĞĐƚ͘
ϯ͘ϭ
dŽĂƚƚĞŶĚŵĞĞƚŝŶŐƐ͕ĂƐƐƉĞĐŝĨŝĞĚŝŶ^ĞĐƚŝŽŶϵ͘ϭ͕ƚŽĐŽŶƐƵůƚǁŝƚŚƚŚĞKǁŶĞƌĂŶĚͬŽƌƚŚĞŝƌ
ĂŐĞŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕&ŽŽĚƐĞƌǀŝĐĞƉĞƌƐŽŶŶĞů͕ĚŵŝŶŝƐƚƌĂƚŽƌƐĂŶĚŽŶƐƵůƚĂŶƚƐ͘
ϯ͘Ϯ
dŽŐĂƚŚĞƌĂŶĚĂŶĂůLJnjĞĂůůĚĂƚĂƉĞƌƚŝŶĞŶƚƚŽĚĞĨŝŶŝŶŐƚŚĞƐĐŽƉĞŽĨƚŚĞŽǀĞƌĂůůƌĞƋƵŝƌĞŵĞŶƚ
ĂŶĚƐĐŽƉĞŽĨƚŚĞ&ŽŽĚƐĞƌǀŝĐĞŽƉĞƌĂƚŝŽŶƐ͘


&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐWƌŽƉŽƐĂů

WĂŐĞϰŽĨϵ

ϰ͘
^,Dd/^/'EW,^͗ŽŶƐƵůƚĂŶƚƉƌŽƉŽƐĞƐƚŽƉƌŽǀŝĚĞƚŚĞĨŽůůŽǁŝŶŐƐĞƌǀŝĐĞƐĚƵƌŝŶŐƚŚŝƐ
ƉŚĂƐĞŽĨƚŚĞƉƌŽũĞĐƚ͘
ϰ͘ϭ
dŽĂƚƚĞŶĚƉƌŽũĞĐƚŵĞĞƚŝŶŐƐ͕ĂƐƐƉĞĐŝĨŝĞĚŝŶ^ĞĐƚŝŽŶϵ͘ϭ͕ĂŶĚĂƐƐŝƐƚƚŚĞƉƌŽũĞĐƚƚĞĂŵŝŶ
ĐŽŶĨŝƌŵŝŶŐŽƌĨŽƌŵƵůĂƚŝŶŐĚĞƐŝŐŶĐĂƉĂĐŝƚŝĞƐ͕ŵĞŶƵͬĐŽŶĐĞƉƚĚĞĨŝŶŝƚŝŽŶ͕ĚĞƐŝŐŶ͕ƐĐŚĞĚƵůĞ
ĂŶĚŽƉĞƌĂƚŝŽŶƐLJƐƚĞŵƐŝĚĞŶƚŝĨŝĐĂƚŝŽŶ͘&ƵƌƚŚĞƌƚŽƌĞǀŝĞǁƚŚĞĂƌĐŚŝƚĞĐƚƵƌĂůĂŶĚŝŶƚĞƌŝŽƌ
ĚĞƐŝŐŶŐŽĂůƐĂŶĚƌĞƋƵŝƌĞŵĞŶƚƐĂŶĚŵĂŬĞĂŶLJƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐŶĞĞĚĞĚƚŽĐŽŽƌĚŝŶĂƚĞ
ƚŚĞǁŽƌŬŽĨƚŚĞƌĐŚŝƚĞĐƚĂŶĚŽƚŚĞƌŽŶƐƵůƚĂŶƚƐ͘
ϰ͘Ϯ
dŽƉƌĞƉĂƌĞĐŽŶĐĞƉƚƵĂů͕ƐĐŚĞŵĂƚŝĐĚĞƐŝŐŶƐƚƵĚŝĞƐ͕ĚƌĂǁŝŶŐƐ͕ƐŬĞƚĐŚĞƐ͕ŶĂƌƌĂƚŝǀĞƐŽƌŽƚŚĞƌ
ŝůůƵƐƚƌĂƚŝŽŶƐŶĞĐĞƐƐĂƌLJƚŽŝŶĚŝĐĂƚĞƚŚĞƵƚŝůŝnjĂƚŝŽŶŽĨƐƉĂĐĞǁŝƚŚŝŶƚŚĞĨŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐ͘
ϰ͘ϯ
dŽƉƌĞƉĂƌĞĂ^ĐŚĞŵĂƚŝĐĞƐŝŐŶĚƌĂǁŝŶŐŽĨƚŚĞ&ŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐ͕ĂůŽŶŐǁŝƚŚĂƉƌĞůŝŵŝŶĂƌLJ
ůŝƐƚĨŽƌ&ŽŽĚƐĞƌǀŝĐĞDĂƚĞƌŝĂůƐĂŶĚƋƵŝƉŵĞŶƚďĂƐĞĚƵƉŽŶƚŚĞďĂƐŝĐĐŽŶĐĞƉƚƐ͘dŚĞůŝƐƚŵĂLJ
ďĞƵƐĞĚƚŽůŽĐĂƚĞĂŶĚŝĚĞŶƚŝĨLJŝŶƉƌĞůŝŵŝŶĂƌLJĨŽƌŵ͕ĚŝƐƚŝŶĐƚŵĂƚĞƌŝĂůƐĂŶĚĞƋƵŝƉŵĞŶƚ͕
ŽƉƚŝŽŶƐ͕ĨĞĂƚƵƌĞƐ͕ĞƚĐ͕͘ĂŶĚƉƌŽǀŝĚĞƚŚĞďĂƐŝƐĨŽƌĂƉƌĞůŝŵŝŶĂƌLJĞƐƚŝŵĂƚĞĚďƵĚŐĞƚ͘
ϰ͘ϰ
dŽ ƉƌĞƉĂƌĞ Ă ĨŝŶĂů ^ĐŚĞŵĂƚŝĐ ĞƐŝŐŶ ƐƚƵĚLJ ŽĨ ƚŚĞ &ŽŽĚƐĞƌǀŝĐĞ ĂƌĞĂƐ ĂůŽŶŐ ǁŝƚŚ ƚŚĞ
ƉƌĞůŝŵŝŶĂƌLJĞƐƚŝŵĂƚĞĚďƵĚŐĞƚĨŽƌƌĞǀŝĞǁĂŶĚĂƉƉƌŽǀĂůďLJƚŚĞKǁŶĞƌ͘
ϱ͘
^/'Es>KWDEdW,^͗ŽŶƐƵůƚĂŶƚƉƌŽƉŽƐĞƐƚŽƉƌŽǀŝĚĞƚŚĞĨŽůůŽǁŝŶŐƐĞƌǀŝĐĞƐĚƵƌŝŶŐƚŚŝƐ
ƉŚĂƐĞŽĨƚŚĞƉƌŽũĞĐƚ͘
ϱ͘ϭ
dŽĂƚƚĞŶĚĞƐŝŐŶĞǀĞůŽƉŵĞŶƚŵĞĞƚŝŶŐƐ͕ĂƐƐƉĞĐŝĨŝĞĚŝŶ^ĞĐƚŝŽŶϵ͘ϭ͕ǁŝƚŚƚŚĞKǁŶĞƌ͕ƚŚĞŝƌ
ĂŐĞŶƚƐ͕ƌĐŚŝƚĞĐƚƐ͕ĂŶĚŽŶƐƵůƚĂŶƚƐĂƐŶĞĐĞƐƐĂƌLJƚŽƌĞǀŝĞǁĂŶĚĐŽŽƌĚŝŶĂƚĞƚŚĞĚĞƐŝŐŶ
ǁŽƌŬ͘
ϱ͘Ϯ
dŽƉƌĞƉĂƌĞĞƐŝŐŶĞǀĞůŽƉŵĞŶƚĚƌĂǁŝŶŐƐĂŶĚŝůůƵƐƚƌĂƚŝŽŶƐĚĞƚĂŝůŝŶŐĂŶĚƐĐŚĞĚƵůŝŶŐĂůů
&ŽŽĚƐĞƌǀŝĐĞĂƌĞĂƐĂŶĚƚŚĞŝƌĨƵŶĐƚŝŽŶĂůĂƐƉĞĐƚƐǁŝƚŚƌĞůĂƚŝŽŶƐŚŝƉƚŽƚŚĞƉƌŽŐƌĂŵ͘
ϱ͘ϯ
dŽƉƌĞƉĂƌĞĂƉƌŽũĞĐƚŵĂŶƵĂůĨŽƌŝŶͲŚŽƵƐĞƵƐĞŽŶůLJǁŚŝĐŚƐŚĂůůĐŽŶƚĂŝŶŵĂŶƵĨĂĐƚƵƌĞƌΖƐ
ĐĂƚĂůŽŐƵĞƐŚĞĞƚƐŽƌŽƚŚĞƌŝůůƵƐƚƌĂƚŝŽŶƐĂƐŵĂLJďĞŶĞĐĞƐƐĂƌLJƚŽŝŶĚŝĐĂƚĞƚŚĞĞƋƵŝƉŵĞŶƚ
ƐĞůĞĐƚŝŽŶƐ͕ĐŽŵƉŽŶĞŶƚƐĂŶĚŐĞŶĞƌĂůĐŽŶƐƚƌƵĐƚŝŽŶƐƚĂŶĚĂƌĚƐ͘ŽŵƉŽŶĞŶƚƐǁŝůůďĞŬĞLJĞĚ
ƚŽ ƚŚĞ ĚƌĂǁŝŶŐƐ ĂŶĚ ǁŝůů ĚĞƐĐƌŝďĞ ƚŚĞ ƋƵĂŶƚŝƚŝĞƐ͕ ŽƉƚŝŽŶƐ͕ ĨĞĂƚƵƌĞƐ ĂŶĚ ƵƚŝůŝƚLJ
ƌĞƋƵŝƌĞŵĞŶƚƐ͘dŚĞĚŽĐƵŵĞŶƚǁŝůůŝŶĐůƵĚĞĂĐŚĞĐŬůŝƐƚŽĨĂůůŝƚĞŵƐƌĞƋƵŝƌŝŶŐĐŽŽƌĚŝŶĂƚŝŽŶ
ŽĨƚŚĞƌĐŚŝƚĞĐƚͬKǁŶĞƌĂŶĚƚŚĞŝƌŽŶƐƵůƚĂŶƚƐĂŶĚĂŶŽƵƚůŝŶĞƐƉĞĐŝĨŝĐĂƚŝŽŶĨŽƌƚŚĞǁŽƌŬƚŽ
ďĞƉĞƌĨŽƌŵĞĚ͘
ϱ͘ϰ
dŽ ƌĞǀŝĞǁ͕ ĚĞǀĞůŽƉ ĚĞƐŝŐŶ ĚĞƚĂŝůƐ͕ ĂŶĚ ĐŽŽƌĚŝŶĂƚĞ ǁŝƚŚ ƚŚĞ ŝŶƚĞƌŝŽƌ ĚĞƐŝŐŶĞƌ ĂŶĚ
ƌĐŚŝƚĞĐƚͬKǁŶĞƌƚŚĞ&ŽŽĚƐĞƌǀŝĐĞĞƋƵŝƉŵĞŶƚ͕ŵĂƚĞƌŝĂůƐĂŶĚĂƌĞĂƐ͘
ϱ͘ϱ
dŽƉƌŽǀŝĚĞĂŶƵƉĚĂƚĞĚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚĨŽƌƚŚĞ&ŽŽĚƐĞƌǀŝĐĞĞƋƵŝƉŵĞŶƚĨŽƌĂƉƉƌŽǀĂůďLJ
ƚŚĞƌĐŚŝƚĞĐƚĂŶĚKǁŶĞƌďĂƐĞĚŽŶƚŚĞĞƐŝŐŶĞǀĞůŽƉŵĞŶƚĚŽĐƵŵĞŶƚƐ͘
ϱ͘ϲ
dŽƌĞǀŝĞǁĂůůŶĂƚŝŽŶĂů͕ƐƚĂƚĞĂŶĚůŽĐĂůĐŽĚĞƐŐŽǀĞƌŶŝŶŐ&ŽŽĚƐĞƌǀŝĐĞĨĂĐŝůŝƚŝĞƐĂƚƚŚĞWƌŽũĞĐƚ
ƐŝƚĞĂŶĚƚŽŵĂŬĞƌĞĐŽŵŵĞŶĚĂƚŝŽŶƐĨŽƌĐŽŵƉůŝĂŶĐĞ͘
ϱ͘ϳ
dŽǁŽƌŬǁŝƚŚĂŶŶŐŝŶĞĞƌƚŽĐŽŶĨŝƌŵĐŽŵƉůŝĂŶĐĞǁŝƚŚĂůůĂƉƉůŝĐĂďůĞůŽĐĂůĂŶĚƐƚĂƚĞůĂǁƐ͕
ŝĨƌĞƋƵŝƌĞĚ͘
ϲ͘
KEdZdKhDEdW,^͗ŽŶƐƵůƚĂŶƚƉƌŽƉŽƐĞƐƚŽƉƌŽǀŝĚĞƚŚĞĨŽůůŽǁŝŶŐƐĞƌǀŝĐĞƐĚƵƌŝŶŐƚŚŝƐ
ƉŚĂƐĞŽĨƚŚĞƉƌŽũĞĐƚ͘


&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐWƌŽƉŽƐĂů

WĂŐĞϱŽĨϵ

ϲ͘ϭ
dŽ ĂƚƚĞŶĚ ĚĞƐŝŐŶŵĞĞƚŝŶŐƐ͕ ĂƐ ƐƉĞĐŝĨŝĞĚ ŝŶ ^ĞĐƚŝŽŶϵ͘ϭ͕ǁŝƚŚ ƚŚĞKǁŶĞƌ͕ ƚŚĞŝƌ ĂŐĞŶƚƐ͕
ƌĐŚŝƚĞĐƚƐĂŶĚŽŶƐƵůƚĂŶƚƐƚŽƉƌŽƉĞƌůLJĐŽŽƌĚŝŶĂƚĞƚŚĞŽŶƚƌĂĐƚŽĐƵŵĞŶƚƐ͘
ϲ͘Ϯ
ĂƐĞĚŽŶƚŚĞĂƉƉƌŽǀĞĚĞƐŝŐŶĞǀĞůŽƉŵĞŶƚĚŽĐƵŵĞŶƚƐĂŶĚĂŶLJĨƵƌƚŚĞƌĂĚũƵƐƚŵĞŶƚƐŝŶ
ƚŚĞ^ĐŽƉĞŽƌƋƵĂůŝƚLJŽĨƚŚĞWƌŽũĞĐƚŽƌŝŶƚŚĞWƌŽũĞĐƚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚĂƵƚŚŽƌŝnjĞĚďLJƚŚĞ
KǁŶĞƌŽƌƌĐŚŝƚĞĐƚ͕ǁĞǁŝůůƉƌĞƉĂƌĞĨŽƌĂƉƉƌŽǀĂů͕ŽŶƐƚƌƵĐƚŝŽŶŽĐƵŵĞŶƚƐĐŽŶƐŝƐƚŝŶŐŽĨ
ĚƌĂǁŝŶŐƐĂŶĚƐƉĞĐŝĨŝĐĂƚŝŽŶƐƐĞƚƚŝŶŐĨŽƌƚŚŝŶĚĞƚĂŝůƚŚĞƌĞƋƵŝƌĞŵĞŶƚƐĨŽƌƚŚĞĐŽŶƐƚƌƵĐƚŝŽŶ
ŽĨƚŚĞWƌŽũĞĐƚ͘
ϲ͘Ϯ͘ϭ
dŚĞ ĚƌĂǁŝŶŐƐ ǁŝůů ŝŶĚŝĐĂƚĞ ƚŚĞ ƐŝnjĞ ĂŶĚ ůŽĐĂƚŝŽŶ ŽĨ Ăůů ĞƋƵŝƉŵĞŶƚ͕ ĞƋƵŝƉŵĞŶƚ
ƐĐŚĞĚƵůĞƐ͕ƵƚŝůŝƚLJƐĐŚĞĚƵůĞƐĂŶĚƐƉĞĐŝĂůŐĞŶĞƌĂůĐŽŶƐƚƌƵĐƚŝŽŶƌĞƋƵŝƌĞŵĞŶƚƐǁŚŝĐŚ
ĂƌĞĚŝƌĞĐƚůLJƌĞůĂƚĞĚƚŽƚŚĞĨƵŶĐƚŝŽŶŽĨƚŚĞ&ŽŽĚƐĞƌǀŝĐĞĞƋƵŝƉŵĞŶƚ͘ĚĚŝƚŝŽŶĂůůLJ͕
ĚƌĂǁŝŶŐƐƐŚĂůůŝŶĐůƵĚĞĂůůŶĞĐĞƐƐĂƌLJĞƋƵŝƉŵĞŶƚĞůĞǀĂƚŝŽŶƐ͕ƐĞĐƚŝŽŶƐĂŶĚĚĞƚĂŝůƐ͘
ϲ͘Ϯ͘Ϯ
dŚĞ ƐƉĞĐŝĨŝĐĂƚŝŽŶƐǁŝůů ĚĞƐĐƌŝďĞ Ăůů ƌĞƋƵŝƌĞŵĞŶƚƐ ĨŽƌ ĞƋƵŝƉŵĞŶƚ ĂŶĚ ŵĂƚĞƌŝĂůƐ
ƉƌŽĐƵƌĞŵĞŶƚ͕ĐŽŶƚƌĂĐƚŽƌ͛ƐƌĞƐƉŽŶƐŝďŝůŝƚŝĞƐ͕ĂŶĚƉĞƌĨŽƌŵĂŶĐĞƐƚĂŶĚĂƌĚƐŶĞĐĞƐƐĂƌLJ
ƚŽƌĞĐĞŝǀĞĐŽŵƉĞƚŝƚŝǀĞďŝĚƐŽŶƚŚĞǁŽƌŬƚŽďĞƉĞƌĨŽƌŵĞĚŝŶĐŽŶũƵŶĐƚŝŽŶǁŝƚŚ
ƚŚĞƐĞƐĞƌǀŝĐĞƐ͘
ϲ͘Ϯ͘ϯ
ůůƐĞƌǀŝĐĞƐƉƌŽǀŝĚĞĚǁŝůůĐŽŵƉůLJǁŝƚŚĨĞĚĞƌĂů͕ƐƚĂƚĞĂŶĚůŽĐĂůĐŽĚĞƐ͕ƌĞŐƵůĂƚŝŽŶƐ
ĂŶĚ ĂŐĞŶĐŝĞƐ ŚĂǀŝŶŐ ũƵƌŝƐĚŝĐƚŝŽŶ Ăƚ ƚŚĞ ƉƌŽũĞĐƚ ƐŝƚĞ͘  &ŽŽĚƐĞƌǀŝĐĞ ĞƐŝŐŶ
WƌŽĨĞƐƐŝŽŶĂůƐǁŝůůƉƌŽǀŝĚĞĂůůƉůĂŶƐĂŶĚƐƉĞĐŝĨŝĐĂƚŝŽŶƐƚŽƚŚĞƌĐŚŝƚĞĐƚͬKǁŶĞƌĨŽƌ
ƚŚĞŝƌƐƵďŵŝƐƐŝŽŶƚŽĐŽĚĞĂŶĚũƵƌŝƐĚŝĐƚŝŽŶĂůĂƵƚŚŽƌŝƚŝĞƐĨŽƌƉůĂŶƌĞǀŝĞǁ͕ĂƉƉƌŽǀĂů
ĂŶĚƉĞƌŵŝƚƚŝŶŐ͘
ϲ͘ϯ
WƌŽǀŝĚĞĂŶƵƉĚĂƚĞĚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚĨŽƌƚŚĞ&ŽŽĚƐĞƌǀŝĐĞĞƋƵŝƉŵĞŶƚ͘
ϳ͘
E'Kd/d/E'W,^͗ŽŶƐƵůƚĂŶƚƉƌŽƉŽƐĞƐƚŽƉƌŽǀŝĚĞƚŚĞĨŽůůŽǁŝŶŐƐĞƌǀŝĐĞƐĚƵƌŝŶŐƚŚŝƐƉŚĂƐĞŽĨ
ƚŚĞƉƌŽũĞĐƚ͘
ϳ͘ϭ
WƌŽǀŝĚĞĂůŝƐƚŽĨƋƵĂůŝĨŝĞĚďŝĚĚĞƌƐĨŽƌƚŚĞƉƌŽũĞĐƚĂŶĚƚŽĂƐƐŝƐƚƚŚĞKǁŶĞƌŽƌƌĐŚŝƚĞĐƚŝŶ
ƚŚĞŽďƚĂŝŶŝŶŐŽĨďŝĚƐŽƌŶĞŐŽƚŝĂƚĞĚƉƌŽƉŽƐĂůƐĨŽƌƚŚĞ&ŽŽĚƐĞƌǀŝĐĞǁŽƌŬ͘
ϳ͘Ϯ
WƌŽǀŝĚĞǁƌŝƚƚĞŶĚŽĐƵŵĞŶƚŝŶƚĞƌƉƌĞƚĂƚŝŽŶƐ͕ĐůĂƌŝĨŝĐĂƚŝŽŶƐ͕ĂĚĚĞŶĚƵŵƐŽƌĐŚĂŶŐĞƐƌĞƋƵŝƌĞĚ
ĨŽƌƚŚŝƐWĂƌƚŽĨƚŚĞtŽƌŬ͘
ϳ͘ϯ
dŽĐŽŶƐƵůƚǁŝƚŚŽƌĂƐƐŝƐƚƚŚĞƌĐŚŝƚĞĐƚͬKǁŶĞƌŝŶĞǀĂůƵĂƚŝŶŐƚŚĞďŝĚƐĂŶĚĐŽŶƚƌĂĐƚŽƌƐĨŽƌ
ƚŚŝƐƉĂƌƚŽĨƚŚĞǁŽƌŬ͘
ϳ͘ϰ
WƌŽǀŝĚĞ Ăůů ĐŽƐƚ ĂŶĂůLJƐŝƐ ƌĞĚƵĐƚŝŽŶ ƌĞƋƵŝƌĞĚ ĨŽƌ ŶĞŐŽƚŝĂƚŝŶŐ ďŝĚƐ ĐŽŶƐŝƐƚĞŶƚ ǁŝƚŚ ƚŚĞ
ĂƉƉƌŽǀĞĚĞƐƚŝŵĂƚĞĚďƵĚŐĞƚƐĂŶĚ^ĐŽƉĞŽĨWƌŽũĞĐƚĂƉƉƌŽǀĞĚďLJƚŚĞKǁŶĞƌŽƌƌĐŚŝƚĞĐƚ͘
ϴ͘
,>d,Wd͗&WǁŝůůƐƵďŵŝƚƚŽƚŚĞ,ĞĂůƚŚĞƉĂƌƚŵĞŶƚĨŽƌƌĞǀŝĞǁ͕ŝĨƌĞƋƵŝƌĞĚ͘
ϵ͘
^,h>K&Dd/E'^EdZ/W^͗
ϵ͘ϭ
tĞĂŐƌĞĞƚŽŵĞĞƚĂƐŶĞĐĞƐƐĂƌLJǁŚĞŶƌĞƋƵĞƐƚĞĚ͕ƉƌŽǀŝĚŝŶŐƐƵĐŚǀŝƐŝƚƐĂƌĞĂƵƚŚŽƌŝnjĞĚďLJ
ƚŚĞƌĐŚŝƚĞĐƚͬKǁŶĞƌ͕ŝŶĐŽŶũƵŶĐƚŝŽŶǁŝƚŚƌĞŐƵůĂƌŽƌƐƉĞĐŝĂůũŽďŵĞĞƚŝŶŐƐŽƌƌĞǀŝĞǁƐ͘/Ŷ
ĂĚĚŝƚŝŽŶ͕ƚŚĞĐŽƐƚŽĨƚƌĂǀĞůĂŶĚůŽĚŐŝŶŐĂƐƐŽĐŝĂƚĞĚǁŝƚŚƌĞǀŝĞǁŵĞĞƚŝŶŐƐĂŶĚƚƌŝƉƐŽƵƚƐŝĚĞ
Ă ϱϬͲŵŝůĞ ƌĂĚŝƵƐ ŽĨ ƚŚĞ &t DĞƚƌŽƉůĞdž͕ ƐĐŚĞĚƵůĞĚ Žƌ ŶŽŶͲƐĐŚĞĚƵůĞĚ͕ ƐŚĂůů ďĞ Ă
ƌĞŝŵďƵƌƐĂďůĞ ĞdžƉĞŶƐĞ͘  ^ƵĐŚ ĞdžƉĞŶƐĞƐ ĂƌĞ ƚŽ ďĞ ŝŶ ĂĐĐŽƌĚĂŶĐĞ ǁŝƚŚ ƚŚĞ ƚĞƌŵƐ ĂŶĚ
ĐŽŶĚŝƚŝŽŶƐ ĂƐ ĚĞƐĐƌŝďĞĚ ƵŶĚĞƌ ΗZĞŝŵďƵƌƐĂďůĞ džƉĞŶƐĞƐ͕Η ĂƐ ƐƉĞĐŝĨŝĞĚ ŝŶ ƚŚĞ DĂƐƚĞƌ
ŐƌĞĞŵĞŶƚ͘


&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐWƌŽƉŽƐĂů

WĂŐĞϲŽĨϵ

ϭϬ͘
KDWE^d/KE&KZWZK&^^/KE>^Zs/^͗
ϭϬ͘ϭ
&ŽƌƚŚĞďĂƐŝĐƐĞƌǀŝĐĞƐĂƐŚĞƌĞŝŶďĞĨŽƌĞĚĞƐĐƌŝďĞĚƵŶĚĞƌ^ĞĐƚŝŽŶƐϯ͘ϬƚŚƌŽƵŐŚϴ͘ϲ͕ǁĞ
ƉƌŽƉŽƐĞĂƉƌŽĨĞƐƐŝŽŶĂůĨĞĞŽĨ͗
&Žƌ>ƵŵƉ^Ƶŵ&ĞĞŽĨΨϭϰ͕ϮϬϬ͘ϬϬ
WůƵƐdƌĂǀĞůĂŶĚ>ŽĚŐŝŶŐdžƉĞŶƐĞƐĞƐƚŝŵĂƚĞĚĂƚΨϴϬϬ͘ϬϬĞĂĐŚ;ϮƚƌŝƉƐŵĂdžͿ
;DĞĂůƐŶŽƚŝŶĐůƵĚĞĚͿ͘

&ŽƌƚŚĞWƌŽũĞĐƚƉůƵƐĂŶLJƌĞŝŵďƵƌƐĞŵĞŶƚƐĂƐƉƌŽǀŝĚĞĚĨŽƌŝŶ^ĞĐƚŝŽŶϭϭ
ϭϬ͘Ϯ
/ŶǀŽŝĐĞƐ ĨŽƌ ĐŽŵƉĞŶƐĂƚŝŽŶ ƐŚĂůů ďĞ ƐƵďŵŝƚƚĞĚ ŵŽŶƚŚůLJ ŝŶ ƉƌŽƉŽƌƚŝŽŶ ƚŽ ƚŚĞ ƐĞƌǀŝĐĞƐ
ƉĞƌĨŽƌŵĞĚ͕ ǁŚŝĐŚ ƐŚĂůů ŶŽƚ ĞdžĐĞĞĚ ƚŚĞ ĨŽůůŽǁŝŶŐ ƐĐŚĞĚƵůĞĚ ƉĞƌĐĞŶƚĂŐĞƐ ĨŽƌ ĞĂĐŚ
ĐŽŵƉůĞƚĞĚƉŚĂƐĞŽĨƚŚĞǁŽƌŬƚŽďĞƉĞƌĨŽƌŵĞĚƉůƵƐƚŚĞƌĞŝŵďƵƌƐĂďůĞĞdžƉĞŶƐĞƐŝŶĐƵƌƌĞĚ
ĚƵƌŝŶŐƚŚĞďŝůůŝŶŐƉĞƌŝŽĚ͘


^ĐŚĞŵĂƚŝĐĞƐŝŐŶWŚĂƐĞ͙͙͙͙͙͙͙͙͙͙͙͘͘͘͘ϯϬй
ĞƐŝŐŶͬĞǀĞůŽƉŵĞŶƚWŚĂƐĞ͙͙͙͙͙͙͙͘͘͘͘͘͘͘͘͘ϯϬй
ŽŶƐƚƌƵĐƚŝŽŶŽĐƵŵĞŶƚWŚĂƐĞ͙͙͙͙͙͙͙͘͘͘͘ϰϬй
ϭϬ͘ϯ
/ŶǀŽŝĐĞƐƐŚĂůůďĞƉƌŽŵƉƚůLJƉƌĞƐĞŶƚĞĚƚŽƚŚĞƌĐŚŝƚĞĐƚĂŶĚǁŝůůďĞĚƵĞĂƐƐƉĞĐŝĨŝĞĚ͘dŚĞ
ŽŶƐƵůƚĂŶƚƌĞƐĞƌǀĞƐƚŚĞƌŝŐŚƚƚŽƐƚŽƉǁŽƌŬŽŶƚŚĞƉƌŽũĞĐƚ͕ǁŝƚŚŽƵƚƉĞŶĂůƚLJ͕ŝĨƉĂLJŵĞŶƚŽĨ
ĐŽŵƉĞŶƐĂƚŝŽŶĞdžĐĞĞĚƐĂƌĞĂƐŽŶĂďůĞƉĞƌŝŽĚŽĨƚŝŵĞĨƌŽŵƚŚĞĚĂƚĞŽĨďŝůůŝŶŐ͘
ϭϬ͘ϰ
ŶLJĨĞĞƐƉĂŝĚĨŽƌƐĞĐƵƌŝŶŐƚŚĞĂƉƉƌŽǀĂůƐŽĨĂƵƚŚŽƌŝƚŝĞƐŚĂǀŝŶŐũƵƌŝƐĚŝĐƚŝŽŶŽǀĞƌƚŚĞƉƌŽũĞĐƚ
ĂƌĞƚŽďĞƉĂŝĚďLJƚŚĞKǁŶĞƌ͘
ϭϭ͘
Z/DhZ^>yWE^^͗
ϭϭ͘ϭ
&W ƉƌŽƉŽƐĞƐ ƚŽ ďĞ ĐŽŵƉĞŶƐĂƚĞĚ ĨŽƌ ƌĞŝŵďƵƌƐĂďůĞ ĞdžƉĞŶƐĞƐ Ăƚ ƚŚĞ ĂĐƚƵĂů ĞdžƉĞŶƐĞ
ŝŶĐƵƌƌĞĚďLJ&ŽŽĚƐĞƌǀŝĐĞĞƐŝŐŶWƌŽĨĞƐƐŝŽŶĂůƐ͘ZĞŝŵďƵƌƐĂďůĞĞdžƉĞŶƐĞƐŝŶĐůƵĚĞ͕ďƵƚŵĂLJ
ŶŽƚďĞůŝŵŝƚĞĚƚŽƚŚĞĨŽůůŽǁŝŶŐŝƚĞŵƐ͗
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^ƉĞĐŝĂůŵĂŝůŝŶŐŽƌƐŚŝƉƉŝŶŐĞdžƉĞŶƐĞƐŽĨƉƌŝŶƚĞĚĚĂƚĂ͕ĚƌĂǁŝŶŐƐ͕ƐĂŵƉůĞƐ͕ĞƚĐ͘
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ZĞƉƌŽĚƵĐƚŝŽŶŽĨƉƌŝŶƚĞĚĚĂƚĂŽƚŚĞƌƚŚĂŶŝŶƚĞƌͲŽŶƐƵůƚĂŶƚĐŽŽƌĚŝŶĂƚŝŽŶƉƌŝŶƚŝŶŐƐ͘
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DĂƚĞƌŝĂůĨŽƌŵŽĐŬͲƵƉƐŽƌƌĞŶĚĞƌŝŶŐƐ͘
•
ƌĐŚŝƚĞĐƚ͛ƐǁĞďͲďĂƐĞĚƉƌŽũĞĐƚŵĂŶĂŐĞŵĞŶƚƐŽĨƚǁĂƌĞ͘
ϭϭ͘Ϯ
DĂũŽƌƉƌŽŐƌĞƐƐͬZĞǀŝƚƉůŽƚƚŝŶŐĂŶĚͬŽƌƉƌŝŶƚŝŶŐĂƚƚŚĞĞŶĚŽĨĞĂĐŚƉŚĂƐĞŽƌƌĞǀŝĞǁ
ŵŝůĞƐƚŽŶĞƐĚĞƐĐƌŝďĞĚƵŶĚĞƌ^ĞĐƚŝŽŶϯ͘ϬƚŚƌŽƵŐŚϴ͘ϲĂƌĞŝŶĐůƵĚĞĚŝŶƚŚĞĐŽƐƚŽĨƚŚĞĂƐŝĐ
^ĞƌǀŝĐĞƐ͘ĚĚŝƚŝŽŶĂůƉůŽƚƚŝŶŐŽƌƉƌŝŶƚŝŶŐŵƵůƚŝƉůĞƐĞƚƐŽĨĚŽĐƵŵĞŶƚƐǁŝůůďĞĐŚĂƌŐĞĚĂƚƚŚĞ
ĐƵƌƌĞŶƚĐŽŵŵĞƌĐŝĂůƉƌŝŶƚŝŶŐƌĂƚĞƐ͘
ϭϮ͘
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ĂůƚĞƌĂƚŝŽŶƐƚŽƚŚĞtŽƌŬ͕ƌĂǁŝŶŐƐ͕^ƉĞĐŝĨŝĐĂƚŝŽŶƐĂŶĚŽƚŚĞƌĚŽĐƵŵĞŶƚƐƉƌĞƉĂƌĞĚďLJƚŚĞ

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page B-1 
Project No.: PR2201.201  
Rev 4/22/2022
EXHIBIT “B” 
COMPENSATION AND FEES











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Prepared
2/22/2022
Revised
4/22/2022
Architect of Record (Prime)
Consultant Staff List
Architecture & Interior Design
Kimley Horn - Civil Engineering
Barker Rinker Seacat Architecture (BRS)
Sean Wozny
Role
$ / hour
Kimley Horn - Landscape Architecture
Partner
240
Jeff Kratzke
Principal
205
Marissa Pellegrini
Project Manager
190
Kimley Horn - Structural Engineering
Design Manager
150
Ben Henderson
Designer IV
140
Henderson Engineering - Mechanical Engineering
Designer III
130
Ken Visconti
Designer II
115
Henderson Engineering - Electrical Engineering
Designer I
110
Omid Mottahed
Project Administration
135
Maria Unruh
Blundall Associates - Cost Estimating
Martyn Blundall
RLF Consulting - Land Surveying 
Mike Fondren
Ricker-Atkinson-McBee-Morman& As - Geotech
Demetrius Rugley
Foodservice Design Professionals - Food Service
Lance Brooks
Civil Engineering & 
Structural Engineering
MEP Engineering, Fire Protection, Technology
Landscape Architecture
Security, AV Systems, Acoustics
Kimley-Horn (KH)
Kimley-Horn (KH)
Henderson Engineers (HE)
Role
$ / hour
Role
$ / hour
Role
$ / hour
Project Manager
250
Senior Structural Engineer
235
Director and Executive
215-230
Senior Landscape Architect
205
Engineer
165
Practice / Technical Manager
195-200
Landscape Architect
185
Designer
126
Project Manager
185-195
Senior Engineer
205
CAD / BIM
113
Senior Engineer / Designer
185
Engineer
185
Adminstration
80
Lead Engineer / Designer
160
Designer
150
Accounting
125
Engineer / Designer III
145
Analyst
115
Engineer / Designer II
130
Tech / Drafter
105
Engineer / Designer I
120
Admin / Clerical
75
Site Observation Specialist
115
BIM Technician
90
Project Administration
85-90
Food Service
Specifications
Cost Estimating
Food Service Design Professionals (FDP)
iBIM Solutions (iBIM)
Blundall & Associates (B&A)
Role
$ / hour
Role
$ / hour
Role
$ / hour
Project Principal
250
Gregory Markling
150
Principal
175
Project Manager
125
Administrative Support
50
Project Manager / Senior Estimator
135
Production Manager
100
Estimator
80
Production Staff
90
Secretarial Support
90
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Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page C-1 
Project No : PR2201 201
EXHIBIT “C” 
INSURANCE REQUIREMENTS 
 
1. 
General. 
 
1.1 At the same time as execution of this Agreement, Consultant must furnish City a certificate 
of insurance on a standard insurance industry ACORD form.  The ACORD form must be 
issued by an insurance company authorized to transact business in the State of Arizona 
possessing a current A.M. Best, Inc. rating of A-7, or better and legally authorized to do 
business in the State of Arizona with policies and forms satisfactory to City.  Provided, 
however, the A.M. Best rating requirement will not be deemed to apply to required Workers’ 
Compensation coverage.  
 
1.2 Consultant and any of its subconsultants must procure and maintain, until all of their 
obligations have been discharged, including any warranty periods under this Agreement are 
satisfied, the insurances set forth below. 
 
1.3 The insurance requirements set forth below are minimum requirements for this Agreement 
and in no way limit the indemnity covenants contained in this Agreement. 
 
1.4 City in no way warrants that the minimum insurance limits contained in this Agreement are 
sufficient to protect Consultant from liabilities that might arise out of the performance of 
the Agreement services under this Agreement by Consultant, its agents, representatives, 
employees, subconsultants, and Consultant is free to purchase any additional insurance as 
may be determined necessary. 
 
1.5 Failure to demand evidence of full compliance with the insurance requirements in this 
Agreement or failure to identify any insurance deficiency will not relieve Consultant from, 
nor will it be considered a waiver of its obligation to maintain the required insurance at all 
times during the performance of this Agreement. 
 
1.6 Use of subconsultants:  If any work is subcontracted in any way, Consultant must execute a 
written contract with subconsultant containing the same Indemnification Clause and 
Insurance Requirements as City requires of Consultant in this Agreement. Consultant is 
responsible for executing the Agreement with the subconsultant and obtaining Certificates 
of Insurance and verifying the insurance requirements. 
 
2. 
Minimum Scope and Limits of Insurance.  Consultant must provide coverage with limits of 
liability not less than those stated below. 
 
2.1 Professional Liability.  If the Agreement is the subject of any professional services or work 
performed by Consultant, or if Consultant engages in any professional services or work 
adjunct or residual to performing the work under this Agreement, Consultant must maintain 
Professional Liability insurance covering errors and omissions arising out of the work or 
services performed by Consultant, or anyone employed by Consultant, or anyone whose 
acts, mistakes, errors and omissions Consultant is legally liable, with a liability limit of 
$1,000,000 each claim and $2,000,000 all claims.  In the event the Professional Liability 
insurance policy is written on a “claims made” basis, coverage must extend for 3 years past

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page C-2 
Project No : PR2201 201
completion and acceptance of the work or services, and Consultant, or its selected Design 
Professional will submit Certificates of Insurance as evidence the required coverage is in 
effect.  The Design Professional must annually submit Certificates of Insurance citing that the 
applicable coverage is in force and contains the required provisions for a 3 year period. 
 
2.2 Commercial General Liability-Occurrence Form.  Consultant must maintain “occurrence” form 
Commercial General Liability insurance with a limit of not less than $2,000,000 for each 
occurrence, $4,000,000 aggregate.  Said insurance must also include coverage for products 
and completed operations, independent contractors, personal injury and advertising injury. 
If any Excess insurance is utilized to fulfill the requirements of this paragraph, the Excess 
insurance must be “follow form” equal or broader in coverage scope than underlying 
insurance. 
 
2.3 Automobile Liability-Any Auto or Owned, Hired and Non-Owned Vehicles  
 
Vehicle Liability:  Consultant must maintain Business/Automobile Liability insurance with a 
limit of $1,000,000 each accident on Consultant owned, hired, and non-owned vehicles 
assigned to or used in the performance of Consultant’s work or services under this 
Agreement.  If any Excess or Umbrella insurance is utilized to fulfill the requirements of this 
paragraph, the Excess or Umbrella insurance must be “follow form” equal or broader in 
coverage scope than underlying insurance. 
 
2.4 Workers Compensation and Employers Liability Insurance:  Consultant must maintain Workers 
Compensation insurance to cover obligations imposed by federal and state statutes having 
jurisdiction of Consultant employees engaged in the performance of work or services under 
this Agreement and must also maintain Employers’ Liability insurance of not less than 
$1,000,000 for each accident and $1,000,000 disease for each employee. 
 
3. 
Additional Policy Provisions Required. 
 
3.1 Self-Insured Retentions or Deductibles.  Any self-insured retentions and deductibles must be 
declared and approved by City.  If not approved, City may require that the insurer reduce or 
eliminate any deductible or self-insured retentions with respect to City, its officers, officials, 
agents, employees, and volunteers. 
 
3.1.1. Consultant’s insurance must contain broad form contractual liability coverage. 
 
3.1.2. Consultant’s insurance coverage must be primary insurance with respect to City, its 
officers, officials, agents, and employees.  Any insurance or self-insurance maintained 
by City, its officers, officials, agents, and employees will be in excess of the coverage 
provided by Consultant and must not contribute to it. 
 
3.1.3. Consultant’s insurance must apply separately to each insured against whom claim is 
made or suit is brought, except with respect to the limits of the insurer's liability. 
 
3.1.4. Coverage provided by Consultant must not be limited to the liability assumed under 
the indemnification provisions of this Agreement.

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page C-3 
Project No : PR2201 201
3.1.5. The policies must contain a severability of interest clause and waiver of subrogation 
against City, its officers, officials, agents, and employees, for losses arising from Work 
performed by Consultant for City. (Does not apply to Professional Liability coverage.) 
 
3.1.6. Consultant, its successors and or assigns, are required to maintain Commercial 
General Liability insurance as specified in this Agreement for a minimum period of 3 
years following completion and acceptance of the Work.  Consultant must submit a 
Certificate of Insurance evidencing Commercial General Liability insurance during this 
3-year period containing all the Agreement insurance requirements, including 
naming City of Chandler, its agents, representatives, officers, directors, officials and 
employees as Additional Insured as required. 
 
3.1.7. If a Certificate of Insurance is submitted as verification of coverage, City will 
reasonably rely upon the Certificate of Insurance as evidence of coverage, but this 
acceptance and reliance will not waive or alter in any way the insurance requirements 
or obligations of this Agreement.   
 
3.2.  Insurance Cancellation During Term of Contract/Agreement.  
3.2.1. If any of the required policies expire during the life of this Agreement, Consultant 
must forward renewal or replacement Certificates to City within 10 days after the 
renewal date containing all the required insurance provisions. 
 
3.2.2. Each insurance policy required by the insurance provisions of this Agreement must 
provide the required coverage and must not be suspended, voided or canceled 
except after thirty (30) days prior written notice has been given to City, except when 
cancellation is for non-payment of premium, then ten (10) days prior notice may be 
given.  Such notice must be sent directly to Chandler Law-Risk Management 
Department, Post Office Box 4008, Mailstop 628, Chandler, Arizona 85225. If any 
insurance company refuses to provide the required notice, Consultant or its 
insurance broker must notify City of any cancellation, suspension, non-renewal of any 
insurance within seven (7) days of receipt of insurers’ notification to that effect.  
 
3.3 
City as Additional Insured.  The policies are to contain, or be endorsed to contain, the following 
provisions: 
3.3.1. The Commercial General Liability and Automobile Liability policies are to contain, or 
be endorsed to contain, the following provisions:  City, its officers, officials, agents, 
and employees are additional insureds with respect to liability arising out of activities 
performed by, or on behalf of, Consultant; Products and Completed operations of 
Consultant; and automobiles owned, leased, hired, or borrowed by Consultant. 
 
3.3.2. City, its officers, officials, agents, and employees must be additional insureds to the 
full limits of liability purchased by Consultant even if those limits of liability are in 
excess of those required by this Agreement.

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page AFF-1 
Project No : PR2201 201
EXHIBIT “D” 
SPECIAL CONDITIONS 
 
Standard Details and Specifications. Consultant must be familiar with City’s latest revision of 
the MAG Specifications and MAG Standard Details as amended by City.  City’s current 
amendment to the MAG Specifications, part of City’s Unified Development Manual, may be found 
and downloaded from City’s website at http://www.chandleraz.gov/udm.   
 
City Ownership of Project Documents. All work products (electronically or manually 
generated) including, but not limited to: plans, specifications, cost estimates, field notes, 
tracings, studies, investigations, design analyses, original drawings, original mylars, Computer 
Aided Drafting and Design (CADD) file diskettes which reflect all final drawings, and other 
related documents which are prepared in the performance of this Agreement (collectively 
referred to as "Documents") are to be and remain the property of City and are to be delivered 
to the Project Manager before the final payment is made to Consultant. In the event these 
Documents are altered, modified or adapted without the written consent of Consultant, 
which consent Consultant must not unreasonably withhold, City agrees to hold Consultant 
harmless to the extent permitted by law from the legal liability arising out of City's alteration, 
modification or adaptation of the Documents. 
 
Re-use of Documents. The parties agree the documents, drawings, specifications and designs, 
although the property of City,  are prepared for this specific project and are not intended nor 
represented by Consultant to be suitable for re-use for any other project.  Any re-use without 
written verification or adaptation by Consultant for the specific purpose intended will be at 
City’s sole risk and without liability or legal exposure to Consultant. 
 
Patent Fees and Royalties. Consultant must pay all license fees and royalties and assume all 
costs incidental to the use, in the performance of the work or the incorporation in the work 
of any invention, design, process, product, or device which is the subject of patent rights or 
copyrights held by others.  If a particular invention, design, process, product, or device is 
specified in the Agreement for use in the performance of the work and if, to the actual 
knowledge of City, its use is subject to patent rights or copyrights calling for the payment of 
any license fee or royalty to others, the existence of such rights will be disclosed by City in the 
Agreement.  Consultant must defend, indemnify and hold harmless City and anyone directly 
or indirectly employed by City from and against all claims, damages, losses, and expenses 
(including attorneys’ fees) arising out of any infringement of patent rights or copyrights 
incidental to the use in the performance of the work, or resulting from the incorporation in 
the work of any invention, design, process, product, or device not specified in the Agreement, 
and must defend all such claims in connection with any alleged infringement of such rights.  
 
License to City for Reasonable Use. With this Agreement, Consultant and its subconsultants 
hereby grant a license to City, its agents, employees, and representatives for an indefinite 
period of time to reasonably use, make copies, and distribute as appropriate the Documents, 
works or deliverables developed or created as a result of the Project and this Agreement. This 
license also includes the making of derivative works.  
 
Documents to Bear Seal. Consultant and its subconsultants must endorse by professional

Project Name: TUMBLEWEED RECREATION CENTER EXPANSION MULTI-GENERATIONAL FACILITY 
Page AFF-2 
Project No : PR2201 201
seal all plans, works, and deliverables prepared by each for this Agreement as required by 
state law.