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Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 9/9/25
Page 1
PROFESSIONAL SERVICES AGREEMENT
CONSULTANT SERVICES
RECREATION AND LIBRARY STRATEGIC MASTER PLAN
PROJECT NO. PR2503.101
Council Date: October 16, 2025
THIS AGREEMENT (“Agreement”) is made and entered into on the ______ day of _____________, 2025
(“Effective Date”), by and between City of Chandler, an Arizona municipal corporation, ("City''),
and Berry, Dunn, McNeil & Parker, LLC, dba BerryDunn, a Maine company, ("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 consultant services for Recreation and
Library Strategic Master Plan project (“Project”) as more fully described in Exhibit "A"
(“Services”), 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 enter into an Agreement 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
the most suitable grade and quality for the intended purpose of the work or service.
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Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 9/9/25
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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 550
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 $339,797.28 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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Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 9/9/25
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To
City:
City of Chandler - Public Works & Utilities Department
Attn: CIP City Engineer: Daniel Haskins, P.E.
P.O. Box 4008, Mail Stop 407
Chandler, AZ 85244-4008
Phone: 480-782-3335 Email: Daniel.Haskins@chandleraz.gov
With a copy to:
City of Chandler - Public Works & Utilities Department
Attn: Katie Gaul, Project Manager
P.O. Box 4008, Mail Stop 407, Chandler, AZ 85244-4008
Phone: 480-782-3303 Email: Katie.Gaul@chandleraz.gov
To Consultant:
LEGAL COMPANY NAME: Berry, Dunn, McNeil & Parker, LLC,
dba BerryDunn
Mailing Address: 2211 Congress Street, Portland, Maine 04102
Physical Address: 2211 Congress Street, Portland, Maine 04102
Statutory Agent Name: Universal Registered Agents, Inc.
Statutory Agent Mailing Address:
4254 W. Orchid Lane
Chandler, AZ 85226, USA
Statutory Agent Physical Address: 4254 W. Orchid Lane
Chandler, AZ 85226, USA
CONSULTANT’S AUTHORIZED PROJECT REPRESENTATIVE
Name:
Chad Snow
Title:
Principal, COO
Phone: 207-541-2200
Email:
csnow@berrydunn.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 Agreement 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 Agreements 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 Agreement price or
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Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 9/9/25
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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
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
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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
(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.
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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.
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.
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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
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 an Agreement
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 an
Agreement 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 Agreement 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
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every provision.
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
Agreement 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
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subconsultants assume all liability to maintain the confidentiality of the data in its possession
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 – Subconsultant Documents with Consultant (if applicable)
Exhibit F - 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.
5.44 Forced Labor of Ethnic Uyghurs Prohibited. By entering into this Agreement, Contractor
certifies and agrees Contractor does not currently use and will not use for the term of this
Agreement: (i) the forced labor of ethnic Uyghurs in the People's Republic of China; or (ii) any
goods or services produced by the forced labor of ethnic Uyghurs in the People's Republic of
China; or (iii) any contractors, subcontractors or suppliers that use the forced labor or any
goods or services produced by the forced labor of ethnic Uyghurs in the People's Republic of
China.
5.45 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.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 9/9/25
Page 12
This Agreement will be in full force and effect only when it has been approved and executed
by the duly authorized City officials.
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the Effective Date.
“CITY”
CITY OF CHANDLER
Mayor
RECOMMENDED BY:
Daniel Haskins, P.E.
CIP City Engineer
APPROVED AS TO FORM:
City Attorney
ATTEST:
City Clerk
Seal
“CONSULTANT”
BERRY, DUNN, MCNEIL & PARKER, LLC,
DBA BERRYDUNN
Signature
Date
Print Name
Title
Signer Email Address
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Chad Snow
Chief Operating Officer
September 22, 2025
csnow@berrydunn.com
September 22, 2025
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page A-1
EXHIBIT “A”
SCOPE OF SERVICES/SCHEDULE
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Recreation and Library Strategic Master Plan
Page 1
PR2503.101
EXHIBIT “A”
SCOPE OF SERVICES/SCHEDULE
RECREATION AND LIBRARY STRATEGIC MASTER PLAN
PROJECT NO. PR2503.101
PROJECT DESCRIPTION:
The purpose of this project is to develop a 10-year Recreation and Library Strategic Master
Plan (Master Plan). The Master Plan should review and analyze the current recreation and
library needs for the City of Chandler residents, as well as identify the future needs of the
community. Evaluation of existing recreation and library needs shall include extensive
public outreach and stakeholder involvement. The Master Plan should determine how to
best meet those needs through the enhancement of existing services and the development
of future sites and programming while also aligning with national accreditation standards,
such as those set by the Commission for Accreditation of Park and Recreation Agencies
(CAPRA) and the Public Library Association (PLA).
Key priorities of this project will include:
•
Program inventory, benchmarking, and evaluation
•
Infrastructure inventory, benchmarking, and evaluation
•
Community and Stakeholder Involvement
•
National Standards and Similar Communities (Benchmark Cities)
•
Recreation and Library recommendations for improvements and enhancement
•
Potential new, improved, or enhanced Recreation and Library areas spaces and/or
shared spaces
PROJECT TASKS:
1.0 PROJECT MANAGEMENT:
1.1 Development of Project Work Plan and Schedule (Virtual Meeting)
Consultant will prepare a project work plan and schedule for approval by the city. The
work plan will serve to both clarity project deliverables and schedule. Following contract
award, BerryDunn will conduct an initial, virtual project planning and discovery session to
identify stakeholder groups, project team members, project milestones, and expectations.
We will discuss our proposed project schedule, project work plan, data request, and roles
and responsibilities. We will finalize our itinerary and implement our onsite project kick off
and system tour.
Consultant must perform the services within the times set forth in the Production Schedule
included herein and made a part hereof by reference.
Consultant must adhere to the Production Schedule described herein and such schedule
may not be modified or deviated from without written consent of city. Consultant must
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Recreation and Library Strategic Master Plan
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PR2503.101
revise and submit for review an updated schedule whenever it is demonstrated that the
time for completion of the Project Design or of any of the partial completion points listed in
the schedule is delayed by two weeks or more. Such adjusted schedule will include a
written explanation stating the reasons for the change and a plan for getting back on
schedule. Consultant must take all reasonable actions necessary to get the project back on
schedule and city will cooperate to assist Consultant.
1.2 Project Kickoff – Consultant will conduct an on-site kickoff presentation with the city’s
project team that will serve as an opportunity to introduce project team members, discuss
project goals, present project approach and methodology, review the final schedule of key
project dates, and answer questions. Consultant will also conduct facility tours (anticipated
to be up to four-hours per facility) in collaboration with city staff.
1.3 Project Meetings (12 Meetings)
The consultant will conduct meetings and/or workshops with city staff with agendas and
minutes. Standing project check-in meetings are suggested to occur with the project team
every month for 60-minutes during the duration of the project. Additional meetings and
workshops will occur specific to service areas and workplan needs.
1.4 Project Management and Coordination
BerryDunn will conduct ongoing coordination with subcontractors and the project team,
schedule project activities, provide invoicing and progress reports, and related project
management and coordination functions.
2.0 Comprehensive Engagement
2.1 Comprehensive Engagement Strategy
BerryDunn will work with the city to develop and finalize a comprehensive engagement
strategy and plan to be approved by the city.
We will build upon previous work of the city to acquire knowledge of local issues and
concerns that will assist us in obtaining useful and pertinent community feedback—both as
information and engagement for buy-in and outcomes. We recommend a hybrid in-person
and online engagement strategy for broad participation, concurrent with the inventories
and other fact-finding tasks.
2.2 Online Community Engagement and Public Input
In collaboration with the city, including meeting city standards, BerryDunn will create a
project-specific website created through the online engagement platform Social Pinpoint to
collect information throughout the project. We can also host virtual public meetings for
people with schedule conflicts, assist the city with social media outreach, and lead other
online engagement methods.
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Recreation and Library Strategic Master Plan
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PR2503.101
2.3 Public Outreach and Statistically Valid Survey
BerryDunn will facilitate citizen outreach and stakeholder engagement meetings with
Council members, the Parks and Recreation Board, the Library Board, Neighborhood
Advisory Committee, Key Stakeholders, and city staff to determine the needs of the
residents and to allow the project team to communicate with residents, user groups,
associations, civic associations, and key community representatives.
In partnership with BerryDunn, ETC will implement a statistically valid community survey
with a findings report.
2.4 Engagement Feedback Summary Report
BerryDunn will provide a summary of insights from the comprehensive engagement
efforts. This assessment of community and organization needs will help inform plan
recommendations.
3 Data Collection and Analysis
3.1 Needs Assessment
BerryDunn will compile relevant benchmarking and comparison data of commonly
accepted success indicators across three peer library and recreation agencies, selected in
partnership with the city project team. Benchmarking will be enhanced with virtual Think
Tanks (for libraries and for recreation) which will be 60-minutes for each of the two
sessions, with participants selected in collaboration with the city.
BerryDunn will lead a strategic trends analysis that will consider demographic shifts and
their impact on future library and recreation provisions. We will compliment this process
through the use of Placer.ai analysis for five city-owned properties to help improve
research and usage of technology opportunities.
Throughout the project, BerryDunn will use its trademarked mapping, inventory, and level
of service analysis, to determine the level of service of recreation and library opportunities
in the community. BerryDunn will combine GIS and demographics data to help the city
better understand the impacts of recreation and library facilities on health and wellness,
contributions to the local economy, and quality of life.
BerryDunn will assess the budget and the operational and management structure of the
Community Services Department. We will review the vision and the strategic planning
process undertaken to create this vision. This review will include staffing to determine
effectiveness and efficiency in meeting current and future responsibilities as related to the
community’s needs. We will assess the city’s organizational synergies, efficiencies, growth
areas, and other important characteristics that can be enhanced or improved. This will help
our team to identify opportunities for strengthening future service development and
delivery and, ultimately, quality of service and community impact. We will review staffing
structure and levels, workflow, and systems will be reviewed to identify opportunities for
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Recreation and Library Strategic Master Plan
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PR2503.101
improvement as well as strengths on which to capitalize.
Based on an analysis of the market and demographic information, the evaluation of the
current level of service and outcomes of the public involvement process, BerryDunn will
prepare a needs assessment specific to Chandler. We will then develop an informed
roadmap to meet identified community needs.
3.2 Program and Facility Assessment
The consultant project team will assess programs and facilities in alignment with planning
efforts and outcomes and expectations desired from the city.
The library and recreation programs and facilities assessment will be used to develop a
strategic vision for program delivery and facility needs, identify gaps, and make
recommendations for strengthening program and facility offerings. This will help ensure
program and facility offerings are equitable, inclusive, and accessible.
The consulting team will develop an inventory of existing programs and subsequently
compare the inventory to feedback collected throughout the planning process. This will
help ensure program offerings are aligned appropriately with community needs. The
program and services inventory will be matched up to the facility inventory and analysis to
help ensure there are appropriate spaces for the future program menu. We will also
compare current program offerings with identified community needs expressed in the
engagement process.
We will review program performance trends and consider their impact on the city, and we
will conduct a participation analysis and financial performance review. These activities will
help establish the level of equitable distribution of programs as well as alignment with
community need. Based on our data review, we will develop mapping visuals illustrating
where the city’s programs and services are offered, with the intent of informing our gap
analysis. We will compare our findings to community feedback gathered on programming
and desired changes or improvements. This feedback will help inform our
recommendations for future program offerings.
BerryDunn will start its assessment with an interactive workshop (one onsite session
anticipated to be up to two-hours) with staff to review issues, challenges, strengths, and
weaknesses of programs and facilities. Areas of review include:
•
Program life cycle analysis
•
Age segmentation analysis
•
Program alignment with community need
•
Comparison between program offerings and community demographics
•
Program classification and distribution analysis
•
Program performance analysis, including enrollment and net revenue
•
Financial performance
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Recreation and Library Strategic Master Plan
Page 5
PR2503.101
This assessment will be conducted with an approach to align facility offerings, space
allocation, and operations with the current and future program and service needs of the
community identified through this planning effort. Facility layout, spaces, condition, and
function will be analyzed. The consultant team will enhance this assessment through the
inclusion of relative and available city program and facility resources.
The following facilities will be assessed:
•
Recreation Facilities (6) will include Chandler Community Center, Chandler Nature
Center, Chandler Senior Center, Snedigar Recreation Center, Chandler Tennis
Center, and Tumbleweed Recreation Center.
•
Outdoor Aquatic Facilities (6) will include Arrowhead Pool, Desert Oasis Aquatic
Center, Folley Pool, Hamilton Aquatic Center, Mesquite Groves Aquatic Center, and
Nozomi Aquatic Center.
•
Library Facilities (4) will include Basha Library, Downtown Library, Hamilton Library,
and Sunset Library.
Site visits conducted through the facility tours will assess and document each existing
facility’s physical space for current use and functionality based on the following criteria:
•
Functional operation for program and flow
•
Size (is the size sufficient for activities provided; identify use for excess space)
•
General acoustics related to program functionality
•
General equipment and supply needs (AV/IT, fitness, etc.) related to program
functionality
•
Customer service support spaces
•
Functional furniture/furnishings/equipment related to program functionality
•
Storage related to program functionality
•
Collection / Stack Review (libraries)
•
Parking capacity and transit support (e.g., public transportation connections, bicycle
storage, etc.)
A program and space report will be developed to document the findings of the facility tours
and space assessment.
Programming and facilities assessment workshops (two onsite workshops anticipated to be
up two two-hours) will be conducted to review findings and identify gaps and opportunities
for facilities and programs.
4 Visioning
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Recreation and Library Strategic Master Plan
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PR2503.101
The intent of project visioning is to create alignment between all plan findings and the
future priorities of the city.
4.1 Workshops
BerryDunn will complete a set of visioning workshops (two onsite workshops anticipated to
be up to two-hours) to further develop long-term strategies for delivering facilities and
services.
A) Workshop 1: Mission, Vision, Values, and Strategy Themes
B) Workshop 2: Strategic Initiatives and Key Performance Indicators
Key themes that will guide the city’s strategy development are the desire for a unified
vision, collaboration among the entities, branding and image, potential economic
development ideas, and funding sources. BerryDunn will develop summaries of these
workshops, which will list critical issues and opportunities that will inform the subsequent
Action Plan.
4.2 Recommendations, Priorities, and Implementation Strategies
An outcome of the workshops will be the development of strategic goals, objectives, and
initiatives. We will aim to develop a realistic set of goals and objectives. To identify
recommendations for changes to policies and investment allocation, we will vet and rank a
preliminary recommendations list, bearing in mind existing organizational initiatives, fiscal
realities, organizational culture, and other variables. The resulting goals and objectives will
drive a plan that represents the values of the community.
4.3 Action Plan and Timeline
A well prioritized Action Plan and Timeline will be developed to successfully chart out the
roadmap for plan implementation. This will be developed by BerryDunn in alignment with
city practices and desires.
5.0 Draft Plan
5.1 Draft Plan
BerryDunn will submit a non-designed draft plan for review and comment. The draft plan
will incorporate data, findings, and recommendations from the reports and analysis
completed in the previous phases as well as the prioritized Action Plan with near-term and
long-term timeline designations. It will also include an Executive Summary outlining key
sections and recommendations, as well as the plan’s background and development.
6.0 Final Plan
6.1 Final Plan
A final plan will be developed based on the input (e.g., staff, Council, public, etc.) received
on the draft plan. The final plan will include a designed executive summary document
intended for internal and external use. The plan will also include a non-designed, detailed,
and comprehensive full plan document with appendices.
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Recreation and Library Strategic Master Plan
Page 7
PR2503.101
7.0 Implementation
7.1 Implementation Workshop
BerryDunn will facilitate an Implementation Workshop with staff, where we will review
techniques to deploy the plan effectively. Agenda topics can include:
•
Identification of a plan champion or team of champions
•
Visual management techniques
•
Ongoing employee engagement
•
Reporting mechanisms and communication
•
Internal marketing
•
Institutionalizing the process by documenting steps and continuous improvement
•
Ongoing plan adjustments
•
Connection to the community, city management and elected officials, and
employees
BerryDunn will collaborate with the city to develop progress and tracking tools (e.g.,
dashboards) in alignment with city practices and desires.
To help ensure the recommended strategies are actionable, we will check in with the city
six months and again in one year after the plan is adopted to discuss any issues,
challenges, and successes of the implementation.
7.2 Council Presentation: The team will present the plan during a scheduled Council
meeting, outlining the plan components, key findings, and recommendations for the
future. This presentation will give council members the opportunity to ask questions and
request final changes. We find that presenting the plan to key decision-makers helps to
promote buy-in and ensure the long-term success of the plan.
8.0 Subconsultants
Each subconsultant partner has been strategically selected to provide exceptional services
to Chandler. They provided a memo to BerryDunn, shared with the city, to detail their
scope and services in alignment with understood outcomes.
8.1 ETC
ETC will lead the Statistically Valid Survey services associated with Task 2.3.
8.2 J2
J2 will assist with Public Input and Public Outreach associated with Tasks 2.2 and 2.3.
8.3 Richard Kennedy
Richard Kennedy will help lead Programming and Facility Assessment (Task 3.2) associated
with library services.
Richard Kennedy will provide additional services with Tasks:
1.1 Project Kickoff
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Recreation and Library Strategic Master Plan
Page 8
PR2503.101
1.3 Project Coordination
2.2 and 2.3 Public Input and Public Outreach
3.1 Needs Assessment
4.2 Recommendations, Priorities, and Implementation Strategies
5.1 Draft Plan
6.1 Final Plan
9.0 Reimbursables
Reimbursable expenses, up to a maximum shown on the Fee Schedule will be paid for
actual costs incurred. All reimbursement requests must be submitted with monthly pay
application and include a copy of original receipts.
9.1 BerryDunn Reimbursable Travel Budget
This includes reimbursables for travel related expenses such as flights, car rental, mileage,
rideshares, hotel, meals, etc.
9.2 BerryDunn Reimbursable Supply/Printing Budget
This includes reimbursables for project implementation and printing related expenses.
These will include engagement service related supplies and needs, facilitation supplies,
technical fees for software use, printing of engagement collateral and plan documents, etc.
10.0 Allowances
10.1 Owners Allowance
The Owners Allowance is intended for additional services that are found by the city to be
required during the course of the project. All tasks completed under this allowance shall be
authorized in advance, in writing, by the city’s project manager.
10.2 Cost Recovery Model Allowance
Our project team will help the city conduct a comprehensive cost recovery analysis to gain
insight and better understand its true costs of providing programs and services for at least
the last seven years. The outcomes generated through this analysis will serve as a basis for
making informed policy decisions. We will facilitate this analysis using a three-pronged
approach, including:
1. Cost of Service and Fees Analysis: to establish current cost of doing
business
2. Categorizing: to define who benefits most from a service or program and to
place services on a continuum that describes the full spectrum of benefit
across the community
3. Cost Recovery Policy Development: to provide guidelines, policies, and
procedures to support the implementation of the cost recovery plan
Requires prior written approval from city project manager.
10.3 Operations Cost Assessment Allowance
We will conduct a personnel services analysis to identify all staff providing direct support to
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Recreation and Library Strategic Master Plan
Page 9
PR2503.101
deliver department programs and services. This information will help us begin assessing
the financial impact of personnel costs on individual programs and services, which we can
then incorporate into our comprehensive cost recovery analysis.
As part of this effort, we will also review the annual operating and capital budget, including
budgeted revenues, operating expenses, and capital expenses for a pre-determined time
frame (e.g., a fiscal year). Requires prior written approval from the city project manager.
10.4 Landscape Architecture Services Allowance
Specific site design, development of park standards, and related considerations specific to
needs developed by the city as part of the planning process, led by J2 in collaboration with
BerryDunn. Requires prior written approval from the city project manager.
10.5 Sports Assessment Allowance
Expanded scope of engagement and assessment related efforts specific to needs
developed by the city as part of the planning process, led by BerryDunn. Requires prior
written approval from city project manager.
Consultant must perform the services within the times set forth in the Production Schedule
included herein and made a part hereof by reference.
Consultant must adhere to the Production Schedule described herein and such schedule
may not be modified or deviated from without written consent of city. Consultant must
revise and submit for review an updated schedule whenever it is demonstrated that the time
for completion of the Project Design or of any of the partial completion points listed in the
schedule is delayed by two weeks or more. Such adjusted schedule will include a written
explanation stating the reasons for the change and a plan for getting back on schedule.
Consultant must take all reasonable actions necessary to get the project back on schedule
and city will cooperate to assist Consultant.
Draft Production Schedule
2025 2026
D
J
F
M
A
M
J
J
A
S
O
N
D
Project Work Plan and
Schedule
Onsite Kickoff and Tour
Comprehensive
Engagement Strategy
Online engagement
portal
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Recreation and Library Strategic Master Plan
Page 10
PR2503.101
Statistically Valid Survey
Engagement
Engagement Report
Needs Assessment
Programming
Assessment
Facilities Assessment
Recommendations,
Priorities, and
Implementation
Strategies
Action Plan
Tracking Tools
Draft Plan
Final Plan
Implementation
Workshop
Final Council
Presentation
Invoicing and Budget Management
Consultant will provide progress billings, on a monthly basis, based on a percentage of each
deliverable completed. A monthly progress report will be provided.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page B-1
EXHIBIT “B”
COMPENSATION AND FEES
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
21,970.00
$
1.1 Development of Project Work Plan and Schedule (Virtual Meeting)
2,660.00
$
1.2 Project Kickoff
13,620.00
$
1.3 Project Meetings (12 Meetings)
3,750.00
$
1.4 Project Management and Coordination
1,940.00
$
33,420.00
$
2.1 Comprehensive Engagement Strategy
7,570.00
$
2.2 Online Community Engagement and Public Input
18,705.00
$
`
2.3 Public Outreach and Statistically Valid Survey
4,130.00
$
2.4 Engagement Feedback Summary Report
3,015.00
$
64,910.00
$
3.1 Needs Assessment
15,710.00
$
3.2 Program and Facility Assessment
49,200.00
$
33,270.00
$
4.1 Workshops
8,460.00
$
4.2 Recommendations, Priorities, and Implementation Strategies
14,830.00
$
4.3 Action Plan and Timeline
9,980.00
$
11,535.00
$
5.1 Draft Plan
11,535.00
$
6,985.00
$
6.1 Final Plan
6,985.00
$
7,275.00
$
7.1 Implementation Workshop
4,850.00
$
7.2 Council Presentation
2,425.00
$
63,654.00
$
8.1 ETC
16,000.00
$
8.2 J2
3,449.00
$
8.3 Richard Kennedy
44,205.00
$
26,000.00
$
9.1 BD Reimburseble Travel Budget
16,000.00
$
9.2 BD Reimburseble Supply / Printing Budget
10,000.00
$
70,778.28
$
10.1 Owners Allowance
32,282.28
$
10.2 Cost Recovery Model
11,625.00
$
10.3 Operations Cost Assessment
10,475.00
$
10.4 Landscape Architecture Technical Services
10,776.00
$
10.5 Sports Assessment
5,620.00
$
TOTAL COST:
339,797.28
$
Lump Sum Cost Per Task
Task 5.0 Draft Plan
Task 4.0 Visioning
Task 3.0 Data Collection and Analysis
Task 2.0 Comprehensive Engagement
Task 1.0 Project Management
EXHIBIT "B-1"
TASK DESCRIPTION
10.0 Allowances
SUBTOTAL
Task 8.0 Sub-Consultants
Task 6.0 Final Plan
Task 7.0 Implementation
Task 9.0 Reimbursebles
BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Berry,
Dunn, McNeil & Parker, LLC provides tax, advisory, and consulting services. BDMP Assurance, LLP, a licensed
CPA firm, provides attest services.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Jason Genck
PM
JR Clanton
EM
JR Clanton
Rich Neuman
Adrian Newman
James Mickle
Ryan Hegreness
SME Manager
Jeff Milkes
Oliver Amaya
Caylon Vielehr
Lakita Frazier
Monique le
Conge
Ziesenhenne
SME Sr C
Dante Cavaz
Miranda Hanson
SME Staff
Admin
$
255.00 $
230.00 $
230.00 $
200.00 $
165.00 $
90.00
Cost Per Task
20
16
34
0
22
8
100
20,950.00
$
1.1 Development of Project Work Plan and Schedule (Virtual Meeting)
4
4
8
1.2 Project Kickoff
8
4
32
20
1.3 Project Meetings (12 Meetings)
8
4
2
2
1.4 Project Management and Coordination
4
3
2
10
6
60
30
56
5
167
33,420.00
$
2.1 Comprehensive Engagement Strategy
2
2
20
10
2.2 Online Community Engagement and Public Input
5
2
20
20
48
5
2.3 Public Outreach and Statistically Valid Survey
2
2
8
8
2.4 Engagement Feedback Summary Report
1
12
20
17
105
35
150
0
327
64,910.00
$
3.1 Needs Assessment
10
7
20
10
30
3.2 Program and Facility Assessment
10
10
85
25
120
47
35
26
5
27
20
160
33,270.00
$
4.1 Workshops
10
10
8
8
5
4.2 Recommendations, Priorities, and Implementation Strategies
25
15
9
5
9
5
4.3 Action Plan and Timeline
12
10
9
10
10
20
15
3
3
7
6
54
11,535.00
$
5.1 Draft Plan
20
15
3
3
7
6
10
4
2
2
15
2
35
6,985.00
$
6.1 Final Plan
10
4
2
2
15
2
15
15
0
0
0
0
30
7,275.00
$
7.1 Implementation Workshop
10
10
7.2 Council Presentation
5
5
0
0
0
0
0
0
0
8.1 ETC
16,000.00
$
8.2 J2
3,449.00
$
8.3 Richard Kennedy
97,500.00
$
0
0
0
0
0
0
0
9.1 BD Reimburseble Travel Budget
9.2 BD Reimburseble Supply / Printing Budget
0
0
0
0
0
0
0
10.1 Owners Allowance
10.2 Cost Recovery Model
10.3 Operations Cost Assessment
10.4 Landscape Architecture Technical Services
10.5 Sports Assessment
Total Hours
873
178,345.00
$
142
108
230
75
277
41
Task 3.0 Data Collection and Analysis
Task 4.0 Visioning
Task 5.0 Draft Plan
Task 2.0 Public Input, Community Engagement, and Public Outreach
Task 1.0 Project Management
EXHIBIT "B-2"
< PROJECT ROLE
< HOURLY RATES
TOTAL HOURS
PER TASK
Hours and Rates
TASK DESCRIPTION
Task 8.0 Sub-Consultants
Task 9.0 Reimbursebles
10.0 Allowances
Task 6.0 Final Plan
Task 7.0 Implementation
BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Berry, Dunn, McNeil & Parker, LLC provides tax, advisory,
and consulting services. BDMP Assurance, LLP, a licensed
CPA firm, provides attest services.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page C-1
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 Agreement 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
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page C-2
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.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page C-3
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 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.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page D-1
EXHIBIT “D”
SPECIAL CONDITIONS
1. Consultant and Subconsultant Worker Background Screening. Consultant agrees that
all contract workers and subconsultants (collectively "Contract Worker(s)") that Consultant
furnishes to City under this Agreement will be subject to background and security checks
and screening as set forth in this Section (collectively "Background Screening") at
Consultant’s sole cost and expense. As part of the Background Screening, Consultant must
provide to a person designated by the City the name(s), address(es), and phone number(s)
of all Contract Workers who will provide any services under this Agreement. All Contract
Workers must comply with these Background Screening requirements. All Contract
Workers must be able to provide proof of the legal right to work in the United States. The
Background Screening provided by Consultant must comply with all applicable laws, rules,
and regulations. Consultant further agrees that the Background Screening required in this
Section is necessary to preserve and protect public health, safety, and welfare. The
Background Screening requirements set forth in this Section are the minimum
requirements for this Agreement. City in no way warrants that these minimum
requirements are sufficient to protect Consultant from any liabilities that may arise out of
Consultant’s services under this Agreement or Consultant’s failure to comply with this
Section. Therefore, in addition to the specific measures set forth below, Consultant and
its Contract Workers must take such other reasonable, prudent, and necessary measures
to further preserve and protect public health, safety, and welfare when providing services
under this Agreement.
2. Background Screening Requirements and Criteria. Before offering or scheduling any
services under this Agreement, Consultant agrees that all Contract Workers, including the
Consultant, if the Consultant is an individual or sole proprietorship, must have
successfully passed a Background Screening in accordance with this Section. Consultant
warrants that no person will be permitted to substitute for a Contract Worker who has
satisfied the Background Screening requirements until the proposed substitute has also
satisfied the Background Screening requirements in this Section. For review and approval,
Consultant must submit to a person designated by the City proof of a completed
Background Screening for each Contract Worker over the age of 18 performing services
under this Agreement no fewer than two (2) weeks before the proposed start date of such
Contract Worker’s services. The Background Screening must have been completed within
the 12-month period preceding the Contract Worker’s start date under this Agreement
and must include the results of a social security (SSN) trace, a national criminal databased
check with source verification, and a sex offender database search.
3. Additional City Rights Regarding Security Inquiries. In addition to the foregoing, City
reserves the rights but not the obligations to: (1) have a Contract Worker be required to
provide fingerprints and execute such other documentation as may be necessary to
obtain criminal justice information pursuant to A.R.S. § 41-1750(G) (4) or Chandler City
Code § 4-22; (2) act on newly acquired information whether or not such information
should have been previously discovered; (3) unilaterally change its standards and criteria
relative to the acceptability of Contract Workers; and (4) object, at any time and for any
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page D-2
reason, to a Contract Worker performing work (including supervision and oversight) under
this Agreement.
4. Consultant Certification. By executing this Agreement, Consultant certifies that
Consultant has read and understands the Background Screening requirements and
criteria in this Section and will fully comply with such requirements. Consultant further
certifies that any Background Screening information to be furnished to City related to
Consultant or its Contract Workers will be complete, current, and accurate. A Contract
Worker rejected for work under this Agreement will not be proposed to perform work
under other City contracts or engagements without City's prior written approval.
5. Terms of This Section Applicable to all of Consultant’s Contracts and Subcontracts.
Consultant must include the terms of this Section for Contract Worker Background
Screening in all contracts and subcontracts for services furnished under this Agreement
including, but not limited to, supervision and oversight services.
6. Materiality of Background Screening Requirements: Indemnity. The Background
Screening requirements of this Section are material to City's entry into this Agreement
and any breach of this Section by Consultant will be deemed a material breach of this
Agreement. In addition to the indemnity provisions set forth in this Agreement, Consultant
must defend, indemnify, and hold harmless City for any and all Claims arising out of this
Background Screening Section including, but not limited to, the disqualification of a
Contract Worker by Consultant or City for failure to satisfy this Section.
Continuing Duty, Audit. Consultant’s obligations and requirements that Contract Workers
satisfy this Background Screening Section will continue throughout the entire term of this
Agreement. Consultant must notify City immediately of any change to a Background
Screening of a Contract Worker previously accepted by City. Consultant must maintain all
records and documents related to all Background Screenings and City reserves the right to
audit Consultant’s compliance with this Section under the terms of this Agreement.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/12/2024
Page E-1
EXHIBIT “E”
SUBCONSULTANT DOCUMENTS WITH CONSULTANT
Any subconsultant assumptions, clarifications, exclusions, terms & conditions,
signature blocks, etc. included are strictly between the Consultant and their
subconsultants, and do not apply to the Agreement between the Consultant and
the City.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
1
Helping Organizations Make Better Decisions
725 W. Frontier Lane, Olathe, Kansas 66061
Phone: (913) 829-1215
etcinstitute.com
August 26, 2025
Jason Genck
Manager/Practice Lead
BerryDunn
(541) 868-4758
jgenck@berrydunn.com
Subject: Proposal to Conduct a Statistically Valid Community Survey for the City of Chandler,
Arizona
ETC Institute is pleased to submit a quote to conduct a Statistically Valid Community Survey for
BerryDunn on behalf of the City of Chandler, Arizona. If selected for this project, ETC Institute will
provide the following services:
Task 1: Design the Survey and Prepare the Sampling Plan. Task 1 will include the following
services:
• Working with BerryDunn and City staff to develop the content of the survey. ETC Institute
will meet by phone/video conference with BerryDunn and the City to discuss the goals and
objectives for the project. To facilitate the survey design process, ETC Institute will provide
sample surveys created for similar projects. It is anticipated that 3-4 drafts of the survey
will be prepared before the survey is approved by the City. The survey will be up to 6 pages
in length.
• Participating in meetings by phone/video conference to develop the survey.
• Conducting a pilot test of the survey to ensure the questions are easily understood. Based
on the results of the pilot test, ETC Institute will recommend changes (if needed) to the
survey.
• Selecting a random sample of residents to be contacted for the survey. The sample will be
address-based.
Deliverable Task 1. ETC Institute will provide a copy of approved survey instrument.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
2
Task 2: Administer the Survey. Task 2 will include the following services:
• ETC Institute will administer the survey by a combination of mail and online.
• ETC Institute will mail the survey and a cover letter (on City letterhead) to a random sample
of households in the City. Only one survey per household will be sent. Postage-paid
envelopes will be provided by ETC Institute for each respondent. The City will provide a
cover letter for the mailed survey. The cover letter will contain a link to an online version
of the survey. Residents who receive the survey will have the option of returning the
printed survey by mail or completing it on-line.
• ETC Institute can follow-up with residents who receive the mailed survey by sending
postcards, texts, and/or a second mailing (if needed) to maximize participation in the
survey. ETC Institute will continue following up with households until reaching a minimum
of 400 completed surveys. A sample size of 400 completed surveys will provide results that
have a margin of error of +/-5.0% at the 95% level of confidence at the City level.
• ETC Institute will promote awareness of the survey using social media ads on Facebook and
Instagram to encourage participation.
• All respondents who complete the survey online will be required to provide their home
address when they finish the survey. ETC Institute will match addresses from respondents
who complete the survey online to the addresses that were selected for the random sample
to ensure the participant is part of the random sample. If a respondent does not provide
an address or the address is not part of the random sample, it will not be included.
• ETC Institute will monitor the distribution of the sample to ensure that the sample
reasonably reflects the demographic composition of the City with regard to geographic
dispersion, age, gender, race/ethnicity and other factors. ETC Institute will weight the data
as needed if one or more demographic groups is over/underrepresented relative to recent
Census estimates for the City’s population.
• Optional Service: ETC Institute can send the City a link to the online survey that any resident
can fill out (general public survey). The City can promote the link on their website, through
social media, at public meetings, etc. The results from the general public survey will be
processed and analyzed in a separate database from the statistically valid surveys (random
sample). The survey results from the general public survey will not be included as part of
the final report based on the statistically valid surveys, but ETC will provide the City with
the general public survey results as tabular data.
Deliverable Task 2. ETC Institute will provide a copy of the overall results for each question on the
survey.
Task 3: Analysis and Final Report. ETC Institute will submit a final report to the City. At a
minimum, this report will include the following items:
• Formal report that includes an executive summary of the survey methodology and a
description of major findings.
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
3
• Charts and graphs that show the overall results of each question on the survey.
• Tabular data that shows the results for each question on the survey, including open ended
questions.
• A copy of the survey instrument
Deliverable Task 3: ETC Institute will submit the survey findings report in an electronic format. ETC
Institute will also provide the raw data in an Excel database, or other format as requested by the
City.
Project Schedule
Listed below is ETC Institute’s typical timeline for administering a community survey. Since the
surveys will be administered entirely in-house, the completion date for the project is completely
within our control. If desired, we can meet a more ambitious timeline and are available to start at
a date most convenient for the City.
• Month 1
Design survey instrument
Finalize sampling plan
• Months 2-3
Administer the survey
• Month 4
Draft Report Submitted for review
Prepare and Deliver the Final Report
Fee
The table below shows a breakdown of the fees for the services described in this proposal. The
total cost for a sample size of 400 surveys would be $16,000.
Task
400 Surveys
Design Survey & Prepare Sampling Plan
$2,000.00
Administration of a 15-20 minute survey (up to 6 pages)
$11,500.00
Formal Report (includes executive summary, charts, tabular data)
$2,500.00
TOTAL
$16,000.00
Optional Services. If desired, ETC Institute will provide the following “optional” services. The fees
for “optional” services would be in addition to the prices shown in the table above.
• General Public Survey that is available for all residents to complete. ETC will provide the
results as tabulated data ($1,500).
• An on-site presentation of the final results at a date to be determined ($2,500).
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
4
ETC Institute Staff Assigned to the Project:
Project Manager – Jason Morado
Research Analyst – Lauren Debes
Director of Operations – Mike Rich
Data Scientist – Alex Jaeger
Web Survey Designer – Steve Umscheid
Support Staff Supervisor – Mary Huffe
Support Staff – This will involve a number of employees.
CLOSING: We appreciate your consideration of this proposal and look forward to your decision. If
you have any questions, please do not hesitate to call me at (913) 254-4514.
Sincerely,
Jason Morado
Vice President and Director of Community Research
ETC Institute
725 W. Frontier Circle
Olathe, KS 66061
(913) 254-4514
jason.morado@etcinstitute.com
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
J2 Engineering and Environmental Design, LLC
4649 E. Cotton Gin Loop, B2 Phoenix, AZ 85040
602.438.2221 www.j2design.us
M:\Proposals\Chandler\2025\Recreation and Library Strategic Master Plan\Allowance Scope and Fee\Revised Scope\J2 - Rec and Library Scope v2 08-27-25.doc
1
August 27, 2025
Jason Genck
Senior Manager/Practice Lead
Local Government Practice Group
BerryDunn
Re: PR2503.101 - Recreation and Library Strategic Master Plan
Jason,
J2 Engineering and Environmental Design, LLC (J2 Design) is pleased to provide professional
local engagement support for the City of Chandler’s Recreation and Library Strategic Master
Plan. This proposal is based upon our understanding of the project from our conversations and
the City’s scoping meeting. J2 will serve as a sub-consultant for the project.
Project Understanding: The City of Chandler has selected BerryDunn as the prime
consultant to lead the Recreation and Library Strategic Master Plan project. J2 will serve as a
sub-consultant to BerryDunn to provide limited local engagement support services. The
scope of work will involve public engagement brainstorming and public meeting attendance.
J2’s involvement will be for a not-to-exceed limit of $3,449.00. Staff members Jeffrey
Velasquez, PLA, Maria Rios, PLA, and Suzie White will provide services for the project.
A project allowance for J2 additional services, on an as-needed basis and as requested by
City of Chandler and BerryDunn, will also be included for project support for $10,776. The
allowance will only be utilized if authorized in writing by City of Chandler.
Thank you for including J2 Design on the team, and for the opportunity to provide
professional services on this project. Please contact me if you have any questions.
Sincerely,
Jeffrey Velasquez, PLA, ASLA
Principal, J2 Design
jvelasquez@j2design.us
office 602.438.2221
mobile 480.720.0858
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
RKARCH.COM 4450 NORTH 12TH STREET SUITE 200 PHOENIX, ARIZONA 85014 USA
602.264.1955
August 27, 2025
Mr. Jason Genck
Senior Manager / Practice Lead
BerryDunn
541.868.4758
jgenck@barrydunn.com
Reference:
Chandler Recreation and Library Strategic Master Plan
Scope and Fee – Library Facilities Assessment
Dear Mr. Genck,
Richärd | Kennedy Architects is pleased to provide our scope and fee for the Library Facilities
Assessment portion of the Chandler Recreation and Library Strategic Master Plan. This letter
outlines our understanding of the scope of professional services we will provide as Library Architect
and the associated fee to complete the scope.
Project Phases & Deliverables
Project Management and Coordination
•
Participation in Kick-off Meeting and System Tour.
Data Collection and Analysis
•
Facility Assessments
Assess (4) library facilities including Basha Library, Downtown Library, Hamilton Library,
and Sunset Library in alignment with outcomes and expectations desired from the City.
Scope to include:
o
Kick-off virtual meeting to discuss existing facilities with leadership and staff.
o
Tour existing (4) facilities. These tours are more focused and detailed than the
kick-off tours and will be a combination of design team assessment on their own
and time walking with staff. Tours should include library staff that have
familiarity with all spaces and programs. Suggest 4 hours for each library. The
intention of tours is to assess and document each existing facility’s physical
space for current use and functionality based on the following criteria:
Functional operation for program and flow.
Size
is the size sufficient for activities provided
identify use for excess space
General acoustics related to program functionality
General AV/IT related to program functionality
Lighting related to program functionality
Functional furniture/furnishings/equipment related to program
functionality
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
2 OF 3
Collection / Stack Review
Review book stacks layout and general utilization based on
visual observations.
Provide recommendations on optimization and/or alternate
configurations for improved space utilization.
o
Provide a Program / Space Review Report documenting the findings of the
facility tours and space assessment. Report to include:
Space list for each of (4) facilities including space type, quantity, and
size (SF)
Generate space list from existing scalable drawings provided by
the client.
Comments/Remarks on use/functionality of spaces as currently utilized
based on the listed criteria.
Photos of existing conditions as required to document
comments/remarks.
o
Workshop 1 with stakeholders as defined by the city. Suggest this is done with 3
separate groups: leadership, staff task force, community task force.
Share the findings of the Facility Tour Report.
Workshop to discuss strengths, weaknesses, wants, and needs.
o
Develop Upgrades and Opportunities to improve the functionality of the existing
space for each facility based on program / space review and outcomes of
Workshop 1.
DELIVERABLES
o
Draft Facility Assessment Report for review to include:
Summary of process and findings.
Program / Space Review Report.
Upgrades and Opportunities for each facility.
Capital recommendations for library facilities for inclusion in overall
Capital Improvement Plan.
Draft and Final Plan
•
Provide Draft Library Facility Assessment Report for inclusion in overall plan.
•
Update Draft Library Facility Assessment Report based on city comments and provide the
Final Library Facility Assessment Report for inclusion in Final Recreational and Library
Strategic Master Plan.
Internal Team Coordination
•
Participate in internal team coordination meetings as determined by BerryDunn.
Clarifications & Exclusions
The following items are excluded from our scope of work:
•
As-built documentation of existing facilities
•
Site Review
•
MEP Systems Review
•
Structural Review
•
Civil Review
•
Landscape Review
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
3 OF 3
•
Detailed Acoustic Analysis
•
Detailed Collection / Stack Analysis
•
Furniture, Fixtures, and Equipment life cycle review
•
Detailed AV / IT review beyond support of program/space functionality
•
Security Review – NOTE: this can be added if community input deems it necessary
•
Detailed Sustainability Review – NOTE: general sustainability concepts and
recommendations will be included in scope as they arise related to the Facilities
Assessment process
•
Cost estimating services related capital improvement recommendations
Library Facilities Assessment Fee
$44,205
For the scope noted above Lee Swanson will act as the Library Planner and Ana Castillo will
act as the Library Designer. We are thrilled to be a part of the BerryDunn team on this important
project!
Sincerely,
Lee Swanson, AIA, LEED AP
Principal
Richärd | Kennedy Architects
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Project Name: Recreation and Library Strategic Master Plan
Project No.: PR2503.101
Rev. 1/24/2024
Page F-1
EXHIBIT “F”
FEDERAL REQUIREMENTS
N/A
Docusign Envelope ID: F078AADA-23BD-4683-B892-0107738E3BAC
Certificate Of Completion
Envelope Id: F078AADA-23BD-4683-B892-0107738E3BAC
Status: Sent
Subject: *COUNCIL 10/16* PR2503.101 Recreation and Library Strategic Master Plan - BerryDunn
EDMS Application: PWU_CAPITAL_PROJECTS_CONTRACT_MANAGEMENT
Source Envelope:
Document Pages: 41
Signatures: 2
Envelope Originator:
Certificate Pages: 7
Initials: 0
Chandler CIP
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-07:00) Arizona
PO Box 4008
Chandler, 85244
chandlercip@chandleraz.gov
IP Address: 198.241.2.1
Record Tracking
Status: Original
9/15/2025 | 05:35 PM
Holder: Chandler CIP
chandlercip@chandleraz.gov
Location: DocuSign
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Storage Appliance Status: Connected
Pool: City of Chandler
Location: Docusign
Signer Events
Signature
Timestamp
Chad Snow
csnow@berrydunn.com
Chief Operating Officer
Berrydunn
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 69.49.157.66
Sent: 9/16/2025 | 05:42 AM
Resent: 9/18/2025 | 04:08 PM
Resent: 9/22/2025 | 11:07 AM
Viewed: 9/22/2025 | 12:25 PM
Signed: 9/22/2025 | 12:39 PM
Electronic Record and Signature Disclosure:
Accepted: 9/16/2025 | 05:46 AM
ID: 14233828-f676-4af7-a8db-71d77a0dded8
Daniel Haskins
daniel.haskins@chandleraz.gov
CIP City Engineer
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 198.241.2.1
Sent: 9/22/2025 | 12:39 PM
Viewed: 9/22/2025 | 12:43 PM
Signed: 9/22/2025 | 12:43 PM
Electronic Record and Signature Disclosure:
Accepted: 9/22/2025 | 12:43 PM
ID: 9ec2715d-0698-48a2-b287-5b6a4578ee06
Daniel L Brown
Daniel.Brown@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 7/1/2021 | 08:17 AM
ID: 563d172a-e614-4b9b-b2a1-61a0afc8280a
Kevin Hartke
kevin.hartke@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 6/28/2021 | 11:17 AM
ID: 2531f230-027c-41f7-9166-1189df6a8c8f
Signer Events
Signature
Timestamp
Dana DeLong
Dana.DeLong@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 6/28/2021 | 01:03 PM
ID: e796186e-c533-4a41-978c-34d69e29778a
In Person Signer Events
Signature
Timestamp
Editor Delivery Events
Status
Timestamp
Michelle Reeder
michelle.reeder@chandleraz.gov
Procurement Senior Specialist
City of Chandler
Security Level: Email, Account Authentication
(None)
Sent: 9/22/2025 | 12:43 PM
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Records Division
Signing Group: Records Division
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Agent Delivery Events
Status
Timestamp
Chad Snow
csnow@berrydunn.com
Chief Operating Officer
Berrydunn
Security Level: Email, Account Authentication
(None)
Using IP Address: 69.49.157.66
Sent: 9/15/2025 | 06:01 PM
Viewed: 9/16/2025 | 05:41 AM
Completed: 9/16/2025 | 05:42 AM
Electronic Record and Signature Disclosure:
Accepted: 9/16/2025 | 05:41 AM
ID: f00ef2cb-585c-4ab4-a327-b6c235d8384b
Intermediary Delivery Events
Status
Timestamp
Certified Delivery Events
Status
Timestamp
Carbon Copy Events
Status
Timestamp
Michelle Reeder
michelle.reeder@chandleraz.gov
Procurement Senior Specialist
City of Chandler
Security Level: Email, Account Authentication
(None)
Sent: 9/15/2025 | 06:01 PM
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Katie Gaul
Katie.Gaul@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Sent: 9/15/2025 | 06:01 PM
Viewed: 9/16/2025 | 08:25 AM
Electronic Record and Signature Disclosure:
Carbon Copy Events
Status
Timestamp
Accepted: 8/29/2025 | 02:57 PM
ID: b8fd29cc-fb22-4c64-8e1c-1b78818e5f38
Chad Snow
csnow@berrydunn.com
Chief Operating Officer
Berrydunn
Security Level: Email, Account Authentication
(None)
Sent: 9/22/2025 | 12:39 PM
Electronic Record and Signature Disclosure:
Accepted: 9/16/2025 | 05:46 AM
ID: 14233828-f676-4af7-a8db-71d77a0dded8
Michelle Reeder
michelle.reeder@chandleraz.gov
Procurement Senior Specialist
City of Chandler
Security Level: Email, Account Authentication
(None)
Sent: 9/22/2025 | 12:39 PM
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Katie Gaul
Katie.Gaul@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Sent: 9/22/2025 | 12:43 PM
Viewed: 9/23/2025 | 09:19 AM
Electronic Record and Signature Disclosure:
Accepted: 8/29/2025 | 02:57 PM
ID: b8fd29cc-fb22-4c64-8e1c-1b78818e5f38
Michelle Reeder
michelle.reeder@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Michelle Reeder
michelle.reeder@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Bridgette Rhodehouse
Bridgette.Rhodehouse@chandleraz.gov
Jennifer Ekblad
jennifer.ekblad@chandleraz.gov
Dorothy Hernandez
dorothy.hernandez@chandleraz.gov
Vianka Enriquez
Vianka.Enriquez@chandleraz.gov
Signing Group: Records Division
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Carbon Copy Events
Status
Timestamp
Michelle Reeder
michelle.reeder@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 3/18/2025 | 10:55 AM
ID: 1ac24ab2-9990-4da1-8fdc-64ed51bd8509
Donna Rygiel
donna.rygiel@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 3/28/2025 | 11:23 AM
ID: 40e41fec-eb0c-46d0-b3fc-d151223d8411
Katie Gaul
Katie.Gaul@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 8/29/2025 | 02:57 PM
ID: b8fd29cc-fb22-4c64-8e1c-1b78818e5f38
Melanie Sikes
Melanie.Sikes@chandleraz.gov
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 8/1/2025 | 02:13 PM
ID: 5d4b3f3a-63fb-4d78-bb91-862fc465e5d4
Chad Snow
csnow@berrydunn.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 9/16/2025 | 05:46 AM
ID: 14233828-f676-4af7-a8db-71d77a0dded8
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
9/15/2025 | 06:01 PM
Envelope Updated
Security Checked
9/16/2025 | 05:42 AM
Envelope Updated
Security Checked
9/16/2025 | 05:42 AM
Payment Events
Status
Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Chandler (we, us or Company) may be required by law to provide to
you certain written notices or disclosures. Described below are the terms and conditions for
providing to you such notices and disclosures electronically through the DocuSign system.
Please read the information below carefully and thoroughly, and if you can access this
information electronically to your satisfaction and agree to this Electronic Record and Signature
Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to
use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign
system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
electronically to you by us. You will have the ability to download and print documents we send
to you through the DocuSign system during and immediately after the signing session and, if you
elect to create a DocuSign account, you may access the documents for a limited period of time
(usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a
$0.15 per-page fee. You may request delivery of such paper copies from us by following the
procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to
receive required notices and consents electronically from us or to sign electronically documents
from us.
All notices and disclosures will be sent to you electronically
Electronic Record and Signature Disclosure created on: 4/14/2021 | 08:43 AM
Parties agreed to: Chad Snow, Daniel Haskins, Daniel L Brown, Kevin Hartke, Dana DeLong, Michelle Reeder, Chad Snow, Michelle Reeder, Katie Gaul, Chad Snow,
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through the DocuSign system all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
notices and disclosures to you by the same method and to the same address that you have given
us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures
electronically from us.
How to contact City of Chandler:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: esignature@chandleraz.gov
To advise City of Chandler of your new email address
To let us know of a change in your email address where we should send notices and disclosures
electronically to you, you must send an email message to us at esignature@chandleraz.gov and
in the body of such request you must state: your previous email address, your new email
address. We do not require any other information from you to change your email address.
If you created a DocuSign account, you may update it with your new email address through your
account preferences.
To request paper copies from City of Chandler
To request delivery from us of paper copies of the notices and disclosures previously provided
by us to you electronically, you must send us an email to esignature@chandleraz.gov and in the
body of such request you must state your email address, full name, mailing address, and
telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of Chandler
To inform us that you no longer wish to receive future notices and disclosures in electronic
format you may:
i. decline to sign a document from within your signing session, and on the subsequent page,
select the check-box indicating you wish to withdraw your consent, or you may;
ii. send us an email to esignature@chandleraz.gov and in the body of such request you must state
your email, full name, mailing address, and telephone number. We do not need any other
information from you to withdraw consent.. The consequences of your withdrawing consent for
online documents will be that transactions may take a longer time to process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The
current system requirements are found here: https://support.docusign.com/guides/signer-guide-
signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to
other electronic notices and disclosures that we will provide to you, please confirm that you have
read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for
your future reference and access; or (ii) that you are able to email this ERSD to an email address
where you will be able to print on paper or save it for your future reference and access. Further,
if you consent to receiving notices and disclosures exclusively in electronic format as described
herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before
clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm
that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send
this Electronic Record and Disclosure to a location where you can print it, for future
reference and access; and
Until or unless you notify City of Chandler as described above, you consent to receive
exclusively through electronic means all notices, disclosures, authorizations,
acknowledgements, and other documents that are required to be provided or made
available to you by City of Chandler during the course of your relationship with City of
Chandler.