REQUEST FOR QUALIFICATIONS AND PROPOSALS (RFQ/P #55) ENERGY CONSERVATION AND CLEAN ENERGY CONSULTING SERVICES

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1 REQUEST FOR QUALIFICATIONS AND PROPOSALS (RFQ/P #55) ENERGY CONSERVATION AND CLEAN ENERGY CONSULTING SERVICES NOTICE IS HEREBY GIVEN that the ( District ) is requesting qualifications and proposals from qualified persons, firms, partnerships, corporations, associations, or professional organizations to provide professional energy conservation and clean energy consulting services to the District to prepare a comprehensive District-wide energy assessment report, identification of potential sources of funding, and to provide the District with technical assistance as the District develops an Energy Expenditure Plan ( EEP ) or other similar document(s). Respondents to this Request for Qualifications and Proposals ( RFQ/P ) should mail or deliver five (5) copies, one (1) unbound copy and one (1) electronic copy on CD, DVD or flash drive of their submittal to: Lars Christensen lchristensen@tamdistrict.org TAMALPAIS UNION HIGH SCHOOL DISTRICT 395 Doherty Drive Larkspur, CA ALL RESPONSES ARE DUE BY 2:00 P.M., ON November 10, Any SOQ or Proposal received after that date and time will not be accepted and will be returned unopened. Each SOQ and Proposal must conform and be responsive to the requirements set forth in this RFQ/P. The District reserves the right to waive any informalities or irregularities in received submittals. Further, the District reserves the right to reject any and all submittals and to negotiate contract terms with one or more respondent firms for one or more of the work items. The District retains the sole discretion to determine issues of compliance and to determine whether a respondent is responsive, responsible, and qualified. If you have any questions regarding this RFQ/P please call or Lars Christensen at lchristensen@tamdistrict.org before 2:00 p.m. on Thursday, November 2, Answers will be provided by 5:00 p.m. on November 6, Tamalpais Union HSD RFQ/P #55 Page 1

2 BACKGROUND AND SCOPE OF SERVICES The District is an extremely high performing school district in a very active, supportive, and educated community. Currently 4,651 students are served in three comprehensive high schools and two alternative programs. In addition, the Adult and Community Education courses attract hundreds of community members each year. The District is seeking SOQs and Proposals from experienced entities ( Firms ) to provide, consistent with the District s needs and California Energy Commission ( CEC ) Proposition 39 Guidelines, professional energy conservation and clean energy consulting services for purposes of preparing a comprehensive District-wide energy assessment report, identifying potential sources of funding, and providing the District with technical assistance as the District develops an EEP or other similar document ( Services ). This RFQ/P does not seek energy project implementation services. The District will engage in a separate competitive, qualifications-based selection process for implementation services. The Services sought pursuant to this RFQ/P include, but are not limited to, the following: A. Energy Assessment: The selected Firm shall commence a District-wide energy survey, and produce a comprehensive report which shall include at least: 1. Assessment of the District s past, current and projected future energy usage on a District-wide and site-specific basis; 2. Site-specific evaluation of all District facilities as to potential energy conservation strategies and the likely energy savings resulting from each; 3. Site-specific evaluation of all District facilities as to the potential and suitability of each site for potential renewable energy production, including suitability of the site and structures thereon and compatibility of the use(s) of the site with the operation of various systems; 4. Evaluation of all District-owned equipment and vehicles as to potential energy conservation strategies, including replacement and/or retrofitting with energy efficiency equipment or alternative power systems; 5. Analysis of the likely costs and benefits of various energy efficiency measures and clean energy systems, including those involving solar energy, that will reduce costs and maximize the net economic benefit to District, including life-cycle costs, likely energy cost savings and potential for fee generation for the District; 6. Review of current operative laws and regulations and the trends, likelihood and potential impact of changes in existing laws and regulations and District compliance with same; and 7. Review and analysis of state and federal energy credits, rebates, and/or other state or federal benefits or programs (including but not limited to potential Prop 39 funding, if applicable) from which the District may obtain funding or revenue which are currently available or which are likely to become available in the future and the potential value to the District of such credits, benefits or programs. Tamalpais Union HSD RFQ/P #55 Page 2

3 B. Technical Assistance: The selected Firm shall provide the District with technical assistance and support as the District develops its EEP(s) and/or other similar documentation or applications for credits, rebates, benefits, or programs. LIMITATIONS The award of a contract, if at all, is at the sole discretion of the District. The District reserves the right to contract with any entity responding to this RFQ/P. The District makes no representation that participation in the RFQ/P process will lead to an award of contract or any consideration whatsoever. The District shall in no event be responsible for the cost of preparing a response to this RFQ/P. The awarding of contract(s), if at all, is at the sole discretion of the District. The SOQs, Proposals, and any other supporting materials submitted to the District in response to this RFQ/P, will not be returned and will become the property of the District unless portions of the material are designated as proprietary at the time of submittal and are specifically requested to be returned. Vague designations and/or blanket statements regarding entire pages or documents are insufficient and will not bind the District to protect the designated matter from disclosure. Pursuant to Michaelis, Montanari, & Johnson v. Superior Court (2006) 38 Cal.4th 1065, SOQs and Proposals shall be held confidential by the District and shall not be subject to disclosure under the California Public Records Act until after either: (1) the District and the successful respondent have completed negotiations and entered into an agreement, or (2) the District has rejected all Proposals. Furthermore, the District will have no liability to the respondent or other party as a result of any public disclosure of any SOQ or Proposal. FULL OPPORTUNITY The District hereby affirmatively ensures that Disadvantaged Business Enterprises ( DBE ), Small Local Business Enterprises ( SLBE ), Small Emerging Local Business Enterprises ( SELBE ), and Disabled Veterans Business Enterprises ( DVBE ) shall be afforded full opportunity to submit SOQs and Proposals in response to this RFQ/P and no respondent will be discriminated against on the basis of race, color, gender, sexual orientation, political affiliation, age, ancestry, religion, marital status, national origin, medical condition or disability in any consideration leading to the award of the contract. No qualified disabled person shall, on the basis of disability, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination in any consideration leading to the award of contract. RESTRICTIONS ON LOBBYING AND CONTACTS From the period beginning on the date of the issuance of this RFQ/P and ending on the date of the award of the contract, no person, or entity submitting in response to this RFQ/P, nor any officer, employee, representative, agent, or consultant representing such a person or entity shall contact through any means or engage in any discussion regarding this RFQ/P, the evaluation/selection process, or the award of the contract with any member of the District, Board of Education, selection members, or any member of any District Citizens' Oversight Committee. Any such contact shall be grounds for the disqualification of the proposer. FORMAT REQUIREMENTS Firms responding to this RFQ/P must comply with the following format requirements. Material must be in 8-1/2 x 11 inch format. Submittals shall include slip sheets labeled with boldface Tamalpais Union HSD RFQ/P #55 Page 3

4 headers below; e.g. the first tab would be entitled Cover Letter, the next would be entitled Business Information, etc. Each Response must be no more than twenty (20) single-sided pages, or ten (10) doublesided pages, in total length (not including cover page, table of contents, slip sheets, allowed appendix, etc.). The font size of the text included in the Response must be not less than 11 points. Respondents to this RFQ/P should mail or deliver five (5) copies, one (1) unbound copy and one (1) electronic copy on CD, DVD or flash drive of their submittal. The electronic copy will only be accepted in Microsoft Office Suite or PDF. CONTENT REQUIREMENTS 1. COVER LETTER (maximum of 1 page) Provide a letter of introduction signed by an authorized officer of the Firm. If the Firm is a joint venture, duplicate the signature block and have a principal or officer also sign on behalf of each party to the joint venture. Clearly identify the individual(s) who are authorized to speak for the Firm during the evaluation process. Respondent must include one (1) of the follow statements: [INSERT FIRM S NAME] received a copy of the District s form of INDEPENDENT CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES ( Agreement ) attached as Appendix A to the RFQ/P. [INSERT FIRM S NAME] has reviewed the indemnity provisions and professional liability insurance provisions contained in the Agreement. If given the opportunity to contract with the District, [INSERT FIRM S NAME] has no objections to the use of the Agreement. OR [INSERT FIRM S NAME] received a copy of the District s form of INDEPENDENT CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES ( Agreement ) attached as Appendix A to the RFQ/P. [INSERT FIRM S NAME] has reviewed the indemnity provisions and professional liability insurance provisions contained in the Agreement. If given the opportunity to contract with the District, [INSERT FIRM S NAME] has objections to the use of the Agreement, listed as follows: [IDENTIFY ALL OBJECTIONS]. To the extent Respondent has any objections to the form agreement, Respondent must state the objection and provide a reasonable description of any proposed change. Unidentified objections, or vaguely described objections will not be entertained by the District during any contract negotiation. Objections may be attached as an Appendix to Respondents response and shall not count toward the page limit. Respondent shall certify that no official or employee of the District, nor any business entity in which an official of the District has an interest, has been employed or retained to solicit or assist in the procuring of the resulting contract(s), nor that any such person will be employed in the performance of any/all contract(s) without immediate divulgence of this fact to the District. Tamalpais Union HSD RFQ/P #55 Page 4

5 Respondent shall certify that no official or employee of the Firm has ever been convicted of an ethics violation. Respondent shall sign and add the following language: By virtue of submission of this Statement of Qualifications, [INSERT FIRM S NAME] declares that all information provided is true and correct. 2. BUSINESS INFORMATION Firm s name and principal office s: address, telephone, fax, website. Name and of main contact. Federal Tax I.D. Number. License or Registration Number. Type of organization (i.e. corporation, partnership, etc.). If a joint venture, describe the division of responsibilities between participating companies, offices (location) that would be the primary participants, and percentage interest of each Firm. A brief description and history of the Firm, including number of years the Firm has been in business and date Firm was established under its given name. Location of office where the bulk of services solicited will be performed. State of California certification for your Firm of Small Business or Disabled Veteran Business Enterprise status, if any. 3. RELEVANT QUALIFICATIONS AND EXPERIENCE Describe your experience working with school districts in regard to comprehensive energy assessments as described within this RFQ/P. Describe your experience in identifying any and all necessary project financing, as well as credits and incentives available through Federal, State, local and Utility Company programs. Describe your knowledge and understanding of the California Energy Commission s Proposition 39 Guidelines. Describe your experience with the provision of technical assistance to school districts as the school district develops its EEP(s) and/or similar documentation. Ability to provide timely, effective communication and support to the District through multiple means. Describe your Firm s experience with meeting aggressive schedules. Describe your Firm s approach to quality control/assurance procedures. Tamalpais Union HSD RFQ/P #55 Page 5

6 Provide a minimum of five (5) references for your Firm for comprehensive energy assessment and/or technical support for the preparation of an EEP or similar document(s), with preference given to California school districts as references: o o o o o o district name and name of contact person, title, telephone number, and address to be contacted for a reference; project name and location and brief description of scope of services; initial fee for services and final fee and brief explanation of any increases; beginning and end dates of services/project; list the energy conservation measures and potential projects identified by your energy assessment; and list potential funding sources identified. 4. PROJECT TEAM SUMMARY Name of Firm s proposed lead and a description of such person s experience as relevant to the District s needs; Names of team members who would be dedicated to providing services to the District; Roles and responsibilities of team members, including an organizational chart; Resumes for key members of the Firm s proposed team, including key personnel of any subcontractors that Firm proposes to use; and Describe each circumstance in which the Firm ever had a contract terminated for cause or convenience and include the reasons for termination. 5. LITIGATION HISTORY Provide a comprehensive five (5)-year summary of the Firm s litigation, arbitration and negotiated/settled history with previous clients, including any ongoing claims, litigation, arbitrations, or other disputes. State the issues in the litigation, the status of the litigation, names of parties, and outcome. SOQs failing to provide the requested information on lawsuits or litigation, and responses which assert attorney-client privilege and fail to provide the information requested, will be considered non-responsive, disqualified from the selection process, and will not be evaluated. 6. FEE PROPOSAL Describe in detail; including process, scope, and commitment points, the Firm s engagement model and fee structure for the Services. Tamalpais Union HSD RFQ/P #55 Page 6

7 Provide hourly billing rates by position (as proposed); staffing plan (as proposed); and reimbursable schedule (as proposed). o The Schedule of Rates ( SOR ) shall include each position proposed by your Firm, whether you are submitting as a prime with subconsultant(s), or as joint venture or partnership. o The staffing plan shall consist of a list of proposed staff and the level of effort of each identified position for the duration of the initial contract period. o Included within the fee proposal should be the identification of proposed reimbursements and any other program costs (i.e., office supplies, copies, etc.). Travel reimbursements are not allowed. 7. AGREEMENT COMMENTS The proposed contract is attached to this RFQ/P as Appendix A. Respondents must thoroughly review the contract included herewith and must identify any term or condition of the contract that the Respondent requests modifying or deleting, or if the Respondent is proposing to add new provisions. Respondents must set forth a clear explanation of what modification would be sought and specific alternate language. The District will review but is not obligated to accept any proposed changes. Objections not raised in a Firm s Response will not be considered by the District. The final form of the Agreement will incorporate the final scope of work and fee negotiated between the District and selected Firm, which shall be negotiated with the successful Proposer. SELECTION PROCESS The District will evaluate all submissions. Based upon the information presented in the submissions, the District may choose the most highly qualified Firms to participate in an interview process. After the interviews, the District will identify the Firm/team that can provide the greatest overall benefit to the District. SELECTION CRITERIA The District reserves the right to exercise discretion regarding the weight and priority of the evaluation criteria. The evaluation of statements of qualifications will include but not be limited to the following criteria: Qualification Packet Completeness and clarity of qualification content as listed herein. Responses that do not comply with the requirements of this RFQ/P will be subject to rejection for non-responsiveness; however, the District reserves the right to waive irregularity. Statements of Qualifications Company expertise in preparing energy/utility assessments and providing technical assistance in support of an EEP or other similar documentation, experience working with California public schools, licenses, certifications and litigation, etc. Tamalpais Union HSD RFQ/P #55 Page 7

8 Personnel and Staffing Resources Professional statements of qualifications and specialized experience of the proposed staff including the quality of the respondent s professional personnel to be assigned to District projects and the quality of the respondent s management support personnel to be available for technical consultation and/or assistance. Experience & References Experience and expertise of the respondent in providing similar services to other CA school districts and public entities of comparable size and scope. The District may perform investigations of proposing parties that extend beyond contacting the references identified in the proposals. Firm s Engagement Model and Fee Structure: Including process, scope, and commitment points. INTERVIEWS Some of the finalists who elect to pursue the work with the District may be invited to meet with a District selection committee. If a Firm is requested to come for an interview, the key proposed Project staff will be expected to attend the interview. The interview will be an opportunity for the District selection committee to review the proposal, the Firm s history, and other matters the committee deems relevant to Firm evaluation. The interview will start with an opportunity for the Firm to present its proposal and its team. The finalists may be required to submit in advance of the interview a more detailed fee proposal. If requested, this fee proposal shall include all charges and costs proposed to be charged to the District, including rates for extra work. Any comments or objections to the form of Agreement attached hereto as Appendix A to this RFQ/P shall be provided in writing before the interview and may be the subject of inquiry at the interview. Following the interviews, it is expected that the selection committee will make a recommendation regarding the candidates and will advise the Board to award a contract. The criteria for these recommendations will include those identified above, as well as cost considerations. DISTRICT INVESTIGATIONS The District may perform investigations of responding parties that extend beyond contacting the references identified in the SOQ. The District may request Respondents to submit additional information pertinent to the review process. The District also reserves the right to investigate and rely upon information from other available sources in addition to any documents or information submitted. FINAL DETERMINATION AND AWARD The District reserves the right to contract with any entity responding to this RFQ/P for all or any portion of the work described herein and/or in an Agreement offered to the entity, to reject any SOQ or Proposal as non-responsive, and/or not to contract with any Firm for the services described herein. The District makes no representation that participation in the RFQ/P process will lead to an award of contract or any consideration whatsoever. The District reserves the right to contract with any Firm not participating in this process. The District shall Tamalpais Union HSD RFQ/P #55 Page 8

9 in no event be responsible for the cost of preparing any SOQ or Proposal in response to this RFQ/P, including any supporting materials. The awarding of a contract(s) is at the sole discretion of the District. The District may, at its option, determine to award contract(s) only for portions of the scope of work identified herein. In such case, the successful Firm(s) will be given the option not to agree to enter into the Agreement and the District will retain the right to negotiate with any other proposing Firm selected as a finalist. If no finalist is willing to enter into a contract for the reduced scope of work, the District will retain the right to enter into negotiations with any other Firm responding to this RFQ/P. RFQ/P RESPONSE SCHEDULE SUMMARY: The District reserves the right to change the dates on the schedule without prior notice. DATE EVENT TIME DEADLINE Release and advertisement of RFQ/P # Deadline for submission of written questions 5:00 p.m. to District concerning RFQ/P # Deadline for all submissions in response 2:00 p.m. to RFQ/P #55. Week of Interviews, if any Notification to selected Firm WE THANK YOU FOR YOUR INTEREST IN THIS EXCITING PROJECT! Tamalpais Union HSD RFQ/P #55 Page 9

10 INDEPENDENT CONSULTANT AGREEMENT FOR PROFESSIONAL SERVICES Energy Conservation & Alternative Energy Consulting Services This Independent Consultant Agreement for Professional Services ( Agreement ) is made and entered into as of the day of, 20 by and between the Tamalpais Union High School District, ( District ) and ( Consultant ), (together, Parties ). RECITALS WHEREAS, the District requires consulting services in connection with possible energy efficiency projects using funds from the California Clean Energy Jobs Act ( Proposition 39 ); and WHEREAS, pursuant to Section 26235, subdivision (c), of the California Public Resources Code, the District shall not use a sole source process to award Proposition 39 funds; and WHEREAS, the District is authorized by Section 4525 et seq. of the California Government Code to contract with and employ any persons for the furnishing of architecture, landscape architecture, engineering, environmental services, land surveying, or construction management matters, if the contract is procured through a fair, competitive selection process; and WHEREAS, Government Code Section 5360 authorizes the District to contract with an employ persons specially trained, experienced, and competent to provide special services and advice in financial, economic, accounting, engineering, legal, or administrative matters if procured through a fair and competitive process; WHEREAS, the District has engaged in a fair, competitive best value selection process to select an energy conservation and alternative energy consultant based on several criteria, including firm qualifications, experience with alternative energy projects assessments for California school districts, competence, and price; WHEREAS, based on the foregoing criteria, Consultant is specially trained, experienced, competent, and qualified to provide to the District certain specialized services and/or advice in one or more of the above-identified areas; and WHEREAS, Consultant has indicated its willingness and commitment to provide its specialized services and/or advice to the District on the terms hereafter set forth in this Agreement. NOW, THEREFORE, the Parties agree as follows: 1. Services. Consultant shall provide energy conservation and alternative energy consulting/management services as further described in Exhibit "A," attached hereto and incorporated herein by this reference ( Services ). 2. Term. Consultant shall commence providing services under this Agreement on, 20 and will diligently perform as required and complete performance by, 20, unless this Agreement is terminated and/or otherwise cancelled prior to that time. 3. Submittal of Documents. Consultant shall not commence the Services under this Agreement until Consultant has submitted and the District has approved the certificate(s) and affidavit(s), and the endorsement(s) of insurance required as indicated below: X X X Signed Agreement Workers' Compensation Certification Fingerprinting/Criminal Background Investigation Certification Independent Consultant Agreement (Energy Consulting Services) Page 1

11 X X Insurance Certificates and Endorsements W-9 Form Other: 4. Compensation. District agrees to pay Consultant for services satisfactorily rendered pursuant to this Agreement a total fee not to exceed Dollars ($ ). District shall pay Consultant according to the following terms and conditions: 4.1. Payment for the Services shall be made for all undisputed amounts based upon the delivery of the work product as determined by the District. Payment shall be made within thirty (30) days after Consultant submits an invoice to the District for Services actually completed and after the District s written approval of the Services, or the portion of the Services for which payment is to be made. The schedule of deliverable Services to be produced is as follows: The Services shall be performed at the hourly billing rates and/or unit prices included in Exhibit B. If hourly billing applies, the itemized invoice shall reflect the hours spent by Consultant in performing its Services pursuant to this Agreement. 5. Expenses. District shall not be liable to Consultant for any costs or expenses paid or incurred by Consultant in performing services for District 6. Independent Contractor. Consultant, in the performance of this Agreement, shall be and act as an independent contractor. Consultant understands and agrees that it and all of its employees shall not be considered officers, employees, agents, partner, or joint venture of the District, and are not entitled to benefits of any kind or nature normally provided employees of the District and/or to which District's employees are normally entitled, including, but not limited to, State Unemployment Compensation or Workers Compensation. Consultant shall assume full responsibility for payment of all federal, state and local taxes or contributions, including unemployment insurance, social security and income taxes with respect to Consultant's employees. In the performance of the work herein contemplated, Consultant is an independent contractor or business entity, with the sole authority for controlling and directing the performance of the details of the work, District being interested only in the results obtained. 7. Materials. Consultant shall furnish, at its own expense, all labor, materials, equipment, supplies and other items necessary to complete the services to be provided pursuant to this Agreement. 8. Performance of Services Standard of Care. Consultant represents that Consultant has the qualifications and ability to perform the Services in a professional manner, without the advice, control or supervision of District. Consultant's services will be performed, findings obtained, reports and recommendations prepared in accordance with generally and currently accepted principles and practices of its profession for services to California school districts. Independent Consultant Agreement (Energy Consulting Services) Page 2

12 Consultant shall carefully study and compare all documents, findings, and other instructions and shall at once report to District, in writing, any error, inconsistency, or omission that Consultant or its employees may discover. Consultant shall have responsibility for discovery of errors, inconsistencies, or omissions Meetings. Consultant and District agree to participate in regular meetings on at least a monthly basis to discuss strategies, timetables, implementations of services, and any other issues deemed relevant to the operation of Consultant s performance of Services District Approval. The work completed herein must meet the approval of the District and shall be subject to the District s general right of inspection and supervision to secure the satisfactory completion thereof New Project Approval. Consultant and District recognize that Consultant s Services may include working on various projects for District. Consultant shall obtain the approval of District prior to the commencement of a new project. 9. Originality of Services. Except as to standard generic details, Consultant agrees that all technologies, formulae, procedures, processes, methods, writings, ideas, dialogue, compositions, recordings, teleplays and video productions prepared for, written for, or submitted to the District and/or used in connection with this Agreement, shall be wholly original to Consultant and shall not be copied in whole or in part from any other source, except that submitted to Consultant by District as a basis for such services. 10. Ownership of Data. Pursuant to Education Code section 17316, this Agreement creates a non-exclusive and perpetual license for the District to use, at its discretion, all plans including, but not limited to, record drawings, specifications, estimates and other documents that Consultant prepared or caused to be prepared pursuant to this Agreement. Consultant retains all rights to all copyrights over designs and other intellectual property embodied in the plans, record drawings, specifications, estimates, and other documents that Consultant prepares or causes to be prepared pursuant to this Agreement. In the event the District changes or uses any fully or partially completed documents without Consultant s knowledge or participation or both, the District agrees to release Consultant of responsibility for such changes, and shall hold Consultant harmless from and against any and all claims on account of any damages or losses to property or persons, or economic losses, arising out of that change or use, unless Consultant is found to be liable in a forum of competent jurisdiction. In the event that the District uses any fully or partially completed documents without Consultant s full involvement, the District shall remove all title blocks and other information that might identify Consultant. 11. Audit. Consultant shall establish and maintain books, records, and systems of account, in accordance with generally accepted accounting principles, reflecting all business operations of Consultant transacted under this Agreement. Consultant shall retain these books, records, and systems of account during the Term of this Agreement and for five (5) years thereafter. Consultant shall permit the District, its agent, other representatives, or an independent auditor to audit, examine, and make excerpts, copies, and transcripts from all books and records, and to make audit(s) of all billing statements, invoices, records, and other data related to the Services covered by this Agreement. Audit(s) may be performed at any time, provided that the District shall give reasonable prior notice to Consultant and shall conduct audit(s) during Consultant s normal business hours, unless Consultant otherwise consents. Independent Consultant Agreement (Energy Consulting Services) Page 3

13 12. Disputes. In the event of a dispute between the parties as to performance of the Services, the interpretation of this Agreement, or payment or nonpayment for work performed or not performed, the parties shall attempt to resolve the dispute in good faith. Pending resolution of the dispute, Consultant agrees it will neither rescind the Agreement nor stop the performance of the Services, but will allow determination by the court of the State of California, in the county in which the District s administration office is located, having competent jurisdiction of the dispute. Disputes may be determined by mediation if mutually agreeable, otherwise by litigation. Notice of the demand for mediation of a dispute shall be filed in writing with the other party to the Agreement. The demand for mediation shall be made within a reasonable time after written notice of the dispute has been provided to the other party, but in no case longer than ninety (90) days after initial written notice. If a claim, or any portion thereof, remains in dispute upon satisfaction of all applicable dispute resolution requirements, the Consultant shall comply with all claims presentation requirements as provided in Chapter 1 (commencing with section 900) and Chapter 2 (commencing with section 910) of Part 3 of Division 3.6 of Title 1 of Government Code as a condition precedent to the Consultant s right to bring a civil action against the District. For purposes of those provisions, the running of the time within which a claim must be presented to the District shall be tolled from the time the Consultant submits its written claim until the time the claim is denied, including any time utilized by any applicable meet and confer process. 13. Termination For Convenience by District. District may, at any time, with or without reason, terminate this Agreement and compensate Consultant only for services satisfactorily rendered to the date of termination. Written notice by District shall be sufficient to stop further performance of services by Consultant. Notice shall be deemed given when received by Consultant or no later than three (3) calendar days after the day of mailing, whichever is sooner With Cause by District. District may terminate this Agreement upon giving of written notice of intention to terminate for cause Cause shall include: material violation of this Agreement by Consultant; or any act by Consultant exposing the District to liability to others for personal injury or property damage Written notice by District shall contain the reasons for such intention to terminate and unless within three (3) calendar days after that notice the condition or violation shall cease, or satisfactory arrangements for the correction thereof be made, this Agreement shall upon the expiration of the three (3) calendar days cease and terminate. In the event of this termination, the District may secure the required services from another Consultant. If the expense, fees, and/or costs to the District exceed the cost of providing the service pursuant to this Agreement, Consultant shall immediately pay the excess expense, fees, and/or costs to the District upon the receipt of the District s notice of these expense, fees, and/or costs. The foregoing provisions are in addition to and not a limitation of any other rights or remedies available to District. 14. Indemnification. To the furthest extent permitted by California law, Consultant shall indemnify and hold harmless the District, its Governing Board, agents, representatives, Independent Consultant Agreement (Energy Consulting Services) Page 4

14 officers, consultants, employees, trustees, and volunteers (the Indemnified Parties ) from any and all claims arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Consultant. Consultant shall, to the furthest extent permitted by California law, defend the Indemnified Parties at Consultant s own expense, from any and all Claim(s) and allegations relating thereto with counsel approved by District where such approval is not to be unreasonably withheld. 15. Insurance Consultant shall procure and maintain at all times it performs any portion of the Services the following insurance with minimum limits equal to the amount indicated below. Type of Coverage Commercial General Liability Insurance, including Bodily Injury, Personal Injury, Property Damage, Advertising Injury, and Medical Payments Each Occurrence General Aggregate Automobile Liability Insurance - Any Auto Each Occurrence General Aggregate Minimum Requirement $ 1,000,000 $ 2,000,000 $ 1,000,000 $ 2,000,000 Professional Liability $ 1,000,000 Workers Compensation Statutory Limits Employers Liability $ 2,000, Commercial General Liability and Automobile Liability Insurance. Commercial General Liability Insurance and Any Auto Automobile Liability Insurance that shall protect Consultant, the District, and the State from all claims of bodily injury, property damage, personal injury, death, advertising injury, and medical payments arising performing any portion of the Services. (Form CG 0001 and CA 0001, or forms substantially similar, if approved by the District.) Workers Compensation and Employers Liability Insurance. Workers Compensation Insurance and Employers Liability Insurance for all of its employees performing any portion of the Services. In accordance with provisions of section 3700 of the California Labor Code, Consultant shall be required to secure workers compensation coverage for its employees. If any class of employee or employees engaged in performing any portion of the Services under this Agreement are not protected under the Workers Compensation Statute, adequate insurance coverage for the protection of any employee(s) not otherwise protected must be obtained before any of those employee(s) commence performing any portion of the Services Professional Liability (Errors and Omissions). Professional Liability Insurance as appropriate to Consultant s profession, coverage to continue through completion of construction plus two (2) years thereafter Proof of Insurance. Consultant shall not commence performing any portion of the Services until all required insurance has been obtained and certificates indicating the required coverage have been delivered in duplicate to the District and approved by the District. Certificates and insurance policies shall include the following: Independent Consultant Agreement (Energy Consulting Services) Page 5

15 A clause stating: This policy shall not be canceled or reduced in required limits of liability or amounts of insurance until notice has been mailed to the District, stating date of cancellation or reduction. Date of cancellation or reduction shall not be less than thirty (30) days after date of mailing notice Language stating in particular those insured, extent of insurance, location and operation to which insurance applies, expiration date, to whom cancellation and reduction notice will be sent, and length of notice period An endorsement stating that the District and its Governing Board, agents, representatives, employees, trustees, officers, consultants, and volunteers are named additional insured under all policies except Workers Compensation Insurance, Professional Liability, and Employers Liability Insurance. An endorsement shall also state that Consultant s insurance policies shall be primary to any insurance or self-insurance maintained by District. An endorsement shall also state that there shall be a waiver of any subrogation All policies except the Professional Liability, Workers Compensation, and Employers Liability Insurance Policies shall be written on an occurrence form Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best s rating of no less than A: VII, unless otherwise acceptable to the District. 16. Assignment. The obligations of Consultant pursuant to this Agreement shall not be assigned by Consultant. 17. Compliance with Laws. Consultant shall observe and comply with all rules and regulations of the governing board of the District and all federal, state, and local laws, ordinances and regulations. Consultant shall give all notices required by any law, ordinance, rule and regulation bearing on conduct of the Services as indicated or specified. If Consultant observes that any of the Services required by this Agreement are at variance with any such laws, ordinance, rules or regulations, Consultant shall notify the District, in writing, and, at the sole option of the District, any necessary changes to the scope of the Services shall be made and this Agreement shall be appropriately amended in writing, or this Agreement shall be terminated effective upon Consultant s receipt of a written termination notice from the District. 18. Certificates/Permits/Licenses/Registration. Consultant and all Consultant's employees or agents shall secure and maintain in force such certificates, permits, licenses and registration as are required by law in connection with the furnishing of Services pursuant to this Agreement. 19. Employment with Public Agency. Consultant, if an employee of another public agency, agrees that Consultant will not receive salary or remuneration, other than vacation pay, as an employee of another public agency for the actual time in which services are actually being performed pursuant to this Agreement. 20. Anti-Discrimination. It is the policy of the District that in connection with all work performed under contracts there be no discrimination against any employee engaged in the work because of race, color, ancestry, national origin, religious creed, physical disability, medical condition, marital status, sexual orientation, gender, or age and therefore Consultant agrees to comply with applicable federal and California laws including, but not limited to the California Fair Employment and Housing Act beginning with Government Code Section Independent Consultant Agreement (Energy Consulting Services) Page 6

16 and Labor Code section 1735 and District policy. In addition, Consultant agrees to require like compliance by all of its subcontractor(s). 21. Fingerprinting of Employees. The Fingerprinting/Criminal Background Investigation Certification must be completed and attached to this Agreement prior to Consultant s performing of any portion of the Services. Although District has determined that fingerprinting is not applicable to this Agreement, Consultant expressly acknowledges that the following conditions shall apply to any work performed by Consultant and/or Consultant s employees on a school site: All site visits shall be arranged through the District; Consultant and Consultant s employees shall inform District of their proposed activities and location at the school site, allowing District time to arrange site visits without a disruption to the educational process; Consultant and/or Consultant s employees shall check in with the school office each day immediately upon arriving at the school site; Once at such location, Consultant and Consultant s employees shall not change locations without contacting the District; Consultant and Consultant s employees shall not use student restroom facilities; and If Consultant and Consultant s employees find themselves alone with a student, Consultant and Consultant s employees shall immediately contact the school office and request that a member of the school staff be assigned to the work location. 22. No Rights in Third Parties. This Agreement does not create any rights in, or inure to the benefit of, any third party except as expressly provided herein. 23. District s Evaluation of Consultant and Consultant s Employees and/or Subcontractors. The District may evaluate Consultant in any way the District is entitled pursuant to applicable law. The District s evaluation may include, without limitation: Requesting that District employee(s) evaluate Consultant and Consultant s employees and subcontractors and each of their performance Announced and unannounced observance of Consultant, Consultant s employee(s), and/or subcontractor(s). 24. Limitation of District Liability. Other than as provided in this Agreement, District s financial obligations under this Agreement shall be limited to the payment of the compensation provided in this Agreement. Notwithstanding any other provision of this Agreement, in no event, shall District be liable, regardless of whether any claim is based on contract or tort, for any special, consequential, indirect or incidental damages, including, but not limited to, lost profits or revenue, arising out of or in connection with this Agreement for the services performed in connection with this Agreement. 25. Confidentiality. Consultant and all Consultant s agents, personnel, employee(s), and/or subcontractor(s) shall maintain the confidentiality of all information received in the course of performing the Services. Consultant understands that student records are confidential and agrees to comply with all state and federal laws concerning the maintenance and disclosure of student records. This requirement to maintain confidentiality shall extend beyond the Independent Consultant Agreement (Energy Consulting Services) Page 7

17 termination of this Agreement. 26. Notice. Any notice required or permitted to be given under this Agreement shall be deemed to have been given, served, and received if given in writing and either personally delivered or deposited in the United States mail, registered or certified mail, postage prepaid, return receipt required, or sent by overnight delivery service, or facsimile transmission or electronic mail, addressed as follows: District: 395 Doherty Drive Larkspur, California Fax: ATTN: Superintendent Consultant: [NAME] Fax: ATTN:, California 9 Any notice personally given or sent by facsimile transmission or electronic mail shall be effective upon receipt. Any notice sent by overnight delivery service shall be effective the business day next following delivery thereof to the overnight delivery service. Any notice given by mail shall be effective three (3) calendar days after deposit in the United States mail. 27. Integration/Entire Agreement of Parties. This Agreement constitutes the entire agreement between the Parties and supersedes all prior discussions, negotiations, and agreements, whether oral or written. This Agreement may be amended or modified only by a written instrument executed by both Parties. 28. California Law. This Agreement shall be governed by and the rights, duties and obligations of the Parties shall be determined and enforced in accordance with the laws of the State of California. The Parties further agree that any action or proceeding brought to enforce the terms and conditions of this Agreement shall be maintained in the county in which the District s administrative offices are located. 29. Waiver. The waiver by either party of any breach of any term, covenant, or condition herein contained shall not be deemed to be a waiver of such term, covenant, condition, or any subsequent breach of the same or any other term, covenant, or condition herein contained. 30. Severability. If any term, condition or provision of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force and effect, and shall not be affected, impaired or invalidated in any way. 31. Provisions Required By Law Deemed Inserted. Each and every provision of law and clause required by law to be inserted in this Agreement shall be deemed to be inserted herein and this Agreement shall be read and enforced as though it were included therein. 32. Authority to Bind Parties. Neither party in the performance of any and all duties under this Agreement, except as otherwise provided in this Agreement, has any authority to bind the other to any agreements or undertakings. 33. Attorney s Fees/Costs. Should litigation be necessary to enforce any terms or provisions of this Agreement, then each party shall bear its own litigation and collection expenses, witness fees, court costs and attorney s fees. Independent Consultant Agreement (Energy Consulting Services) Page 8

18 34. Tolling of District s Claims. Consultant agrees to toll all statutes of limitations for District s assertion of claims against Consultant that arise out of, pertain to, or relate to contractors or subcontractors claims against District involving Consultant s services under this Agreement, until the contractors or subcontractors claims are finally resolved. 35. Captions and Interpretations. Paragraph headings in this Agreement are used solely for convenience, and shall be wholly disregarded in the construction of this Agreement. No provision of this Agreement shall be interpreted for or against a party because that party or its legal representative drafted such provision, and this Agreement shall be construed as if jointly prepared by the Parties. 36. Calculation of Time. For the purposes of this Agreement, days refers to calendar days unless otherwise specified. 37. Signature Authority. Each party has the full power and authority to enter into and perform this Agreement, and the person signing this Agreement on behalf of each Party has been properly authority and empowered to enter into this Agreement. 38. Counterparts. This Agreement and all amendments and supplements to it may be executed in counterparts, and all counterparts together shall be construed as one document. [REMAINDER OF PAGE INTENTIONALLY BLANK] Independent Consultant Agreement (Energy Consulting Services) Page 9