HomeMy WebLinkAboutReso 093-23 Approving an Agreement with Strategic Economics, Inc. for Economic Development Strategy and General Plan Economic Development Element
Reso. No. 93-23, Item 4.6, Adopted 09/05/2023 Page 1 of 2
RESOLUTION NO. 93 – 23
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
APPROVING AN AGREEMENT WITH STRATEGIC ECONOMICS, INC. FOR ECONOMIC
DEVELOPMENT STRATEGY AND GENERAL PLAN ECONOMIC DEVELOPMENT
ELEMENT
WHEREAS, on November 6, 2012, the City Council adopted the City of Dublin Economic
Development Strategy; and
WHEREAS, since the Economic Development Strategy was adopted there have been
significant changes in the City’s population, business operations and employment activity, industry
types and growth, and overall economic climate; and
WHEREAS, Staff has determined that these changes warrant an update to the Economic
Development Strategy and General Plan Economic Development Element in order to re-evaluate
and re-confirm the City’s economic development focus and priorities; and
WHEREAS, in April 2023, Staff issued a Request for Proposals (RFP) for an update to the
Economic Development Strategy and General Plan Economic Development Element; and
WHEREAS, the City received six responses to the RFP; and
WHEREAS, Staff reviewed and evaluated the proposals in accordance with the RFP rating
process and interviewed four firms; and
WHEREAS, the City desires to enter into an Agreement with Strategic Economics, Inc. for
a not-to-exceed amount of $180,025 with a term ending on December 31, 2024.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve the Agreement with Strategic Economics, Inc., attached hereto as Exhibit A.
BE IT FURTHER RESOLVED that the City Council of the City of Dublin does hereby
authorize the City Manager or designee to execute an Agreement with Strategic Economics, Inc.
for a compensation amount of $180,025 plus a contingency amount of approximately ten percent
for a total project cost not to exceed $200,000.
BE IT FURTHER RESOLVED that the City Manager is authorized to enter into
amendments to the Agreement to use the contingency amount and include any necessary, non-
substantive changes to carry out the intent of this Resolution, as deemed appropriate by the City
Manager.
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Reso. No. 93-23, Item 4.6, Adopted 09/05/2023 Page 2 of 2
PASSED, APPROVED AND ADOPTED this 5th day of September 2023, by the following
vote:
AYES: Councilmembers Hu, Josey, McCorriston, Qaadri and Mayor Hernandez
NOES:
ABSENT:
ABSTAIN:
______________________________
Mayor
ATTEST:
_________________________________
City Clerk
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
CONSUL TING SERVICES AGREEMENT BETWEEN
THE CITY OF DUBLIN AND
STRATEGIC ECONOMICS, INC.
FOR
ECONOMIC DEVELOPMENT STRATEGY AND
GENERAL PLAN ECONOMIC DEVELOPMENT ELEMENT
THIS AGREEMENT for consulting services is made by and between the City of Dublin ("City") and
Strategic Economics, Inc. ("Consultant") (together sometimes referred to as the "Parties") as of September
5, 2023 (the "Effective Date").
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant
shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and
place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms
of this Agreement and Exhibit A, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall
end on December 31, 2024 the date of completion specified in Exhibit A, and Consultant
shall complete the work described in Exhibit A on or before that date, unless the term of
the Agreement is otherwise terminated or extended, as provided for in Section 8. The time
provided to Consultant to complete the services required by this Agreement shall not affect
the City's right to terminate the Agreement, as referenced in Section 8. Notwithstanding
the foregoing this Agreement may be extended on a month to month basis for up to 6
months upon the written consent of the Consultant and the City Manager, provided that: a)
sufficient funds have been appropriated for such purchase, b) the price charged by the
Consultant for the provision of the serves described in Exhibit A does not increase. None
of the foregoing shall affect the City's right to terminate the Agreement as provided for in
Section 8.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this
Agreement in the manner and according to the standards observed by a competent
practitioner of the profession in which Consultant is engaged.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform
services pursuant to this Agreement. In the event that City, in its sole discretion, at any
time during the term of this Agreement, desires the reassignment of any such persons,
Consultant shall, immediately upon receiving notice from City of such desire of City,
reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this
Agreement as may be reasonably necessary to meet the standard of performance
provided in Subsection 1.2 above and to satisfy Consultant's obligations hereunder.
Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $180,025
notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 1 of 14
Exhibit A
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this
Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the
Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the
time and in the manner set forth herein. The payments specified below shall be the only payments from
City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to
City in the manner specified herein. Except as specifically authorized by City in writing, Consultant shall
not bill City for duplicate services performed by more than one person.
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this
Agreement is based upon Consultant's estimated costs of providing the services required hereunder,
including salaries and benefits of employees and subcontractors of Consultant. Consequently, the Parties
further agree that compensation hereunder is intended to include the costs of contributions to any pensions
and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City
therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the
term of this Agreement, based on the cost for services performed and reimbursable costs
incurred prior to the invoice date. No individual performing work under this Agreement shall
bill more than 2,000 hours in a fiscal year unless approved, in writing, by the City Manager
or his/her designee. Invoices shall contain the following information:
■Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
■The beginning and ending dates of the billing period;
■A Task Summary containing the original contract amount, the amount of prior billings,
the total due this period, the balance available under the Agreement, and the
percentage of completion;
■A copy of the applicable time entries or time sheets shall be submitted showing the
following:
o Daily logs of total hours worked by each individual performing work under
this Agreement
o Hours must be logged in increments of tenths of an hour or quarter hour
o If this Agreement covers multiple projects, all hours must also be logged
by project assignment
o A brief description of the work, and each reimbursable expense
■The total number of hours of work performed under the Agreement by Consultant and
each employee, agent, and subcontractor of Consultant performing services
hereunder;
■The Consultant's signature;
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 2 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
■Consultant shall give separate notice to the City when the total number of hours
worked by Consultant and any individual employee, agent, or subcontractor of
Consultant reaches or exceeds 800 hours within a 12-month period under this
Agreement and any other agreement between Consultant and City. Such notice shall
include an estimate of the time necessary to complete work described in Exhibit A and
the estimate of time necessary to complete work under any other agreement between
Consultant and City, if applicable.
Monthly Payment. City shall make monthly payments, based on invoices received, for
services satisfactorily performed, and for authorized reimbursable costs incurred. City
shall have 30 days from the receipt of an invoice that complies with all of the requirements
above to pay Consultant.
Final Payment. City shall pay the last 10% of the total sum due pursuant to this
Agreement within 60 days after completion of the services and submittal to City of a final
invoice, if all services required have been satisfactorily performed.
Total Payment. City shall pay for the services to be rendered by Consultant pursuant to
this Agreement. City shall not pay any additional sum for any expense or cost whatsoever
incurred by Consultant in rendering services pursuant to this Agreement. City shall make
no payment for any extra, further, or additional service pursuant to this Agreement.
In no event shall Consultant submit any invoice for an amount in excess of the maximum
amount of compensation provided above either for a task or for the entire Agreement,
unless the Agreement is modified prior to the submission of such an invoice by a properly
executed change order or amendment.
Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed
the amounts shown on the compensation schedule attached hereto as Exhibit B.
DELETED.
Payment of Taxes. Consultant is solely responsible for the payment of employment taxes
incurred under this Agreement and any similar federal or state taxes.
Payment upon Termination. In the event that the City or Consultant terminates this
Agreement pursuant to Section 8, the City shall compensate the Consultant for all
outstanding costs and reimbursable expenses incurred for work satisfactorily completed as
of the date of written notice of termination. Consultant shall maintain adequate logs and
timesheets to verify costs incurred to that date.
Authorization to Perform Services. The Consultant is not authorized to perform any
services or incur any costs whatsoever under the terms of this Agreement until receipt of
authorization from the Contract Administrator.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 3 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole
cost and expense, provide all facilities and equipment that may be necessary to perform the services
required by this Agreement. City shall make available to Consultant only the facilities and equipment listed
in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be
reasonably necessary for Consultant's use while consulting with City employees and reviewing records and
the information in possession of the City. The location, quantity, and time of furnishing those facilities shall
be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve
incurring any direct expense, including but not limited to computer, long-distance telephone or other
communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before fully executing this Agreement, Consultant, at its
own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance
listed below against claims for injuries to persons or damages to property that may arise from or in
connection with the performance of the work hereunder by the Consultant and its agents, representatives,
employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof
satisfactory to City of such insurance that meets the requirements of this section and under forms of
insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work.
Consultant shall maintain the insurance policies required by this section throughout the term of this
Agreement. The cost of such insurance shall be included in the Consultant's bid or proposal. Consultant
shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all
insurance required herein for the subcontractor(s) and provided evidence to City that such insurance is in
effect. VERIFICATION OF THE REQUIRED INSURANCE SHALL BE SUBMITTED AND MADE PART OF
THIS AGREEMENT PRIOR TO EXECUTION. Consultant shall maintain all required insurance listed
herein for the duration of this Agreement.
4.1 Workers' Compensation.
4.1.1 General Requirements. Consultant shall, at its sole cost and expense, maintain
Statutory Workers' Compensation Insurance and Employer's Liability Insurance for
any and all persons employed directly or indirectly by Consultant. The Statutory
Workers' Compensation Insurance and Employer's Liability Insurance shall be
provided with limits of not less than $1,000,000 per accident. In the alternative,
Consultant may rely on a self-insurance program to meet these requirements, but
only if the program of self-insurance complies fully with the provisions of the
California Labor Code. Determination of whether a self-insurance program meets
the standards of the California Labor Code shall be solely in the discretion of the
Contract Administrator.
The Workers' Compensation policy shall be endorsed with a waiver of subrogation
in favor of the entity for all work performed by the Consultant, its employees,
agents, and subcontractors.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 4 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
4.2
4.1.2 Submittal Requirements. To comply with Subsection 4.1, Consultant shall
submit the following:
a.Certificate of Liability Insurance in the amounts specified in the section;
and
b.Waiver of Subrogation Endorsement as required by the section.
Commercial General and Automobile Liability Insurance.
4.2.1 General Requirements. Consultant, at its own cost and expense, shall maintain
commercial general liability insurance for the term of this Agreement in an amount
not less than $1,000,000 and automobile liability insurance for the term of this
Agreement in an amount not less than $1,000,000 per occurrence, combined
single limit coverage for risks associated with the work contemplated by this
Agreement. If a Commercial General Liability Insurance or an Automobile Liability
form or other form with a general aggregate limit is used, either the general
aggregate limit shall apply separately to the work to be performed under this
Agreement or the general aggregate limit shall be at least twice the required
occurrence limit. Such coverage shall include but shall not be limited to, protection
against claims arising from bodily and personal injury, including death resulting
therefrom, and damage to property resulting from activities contemplated under
this Agreement, including without limitation, blanket contractual liability and the
use of owned and non-owned automobiles.
4.2.2 Minimum Scope of Coverage. Commercial general coverage shall be at least as
broad as Insurance Services Office Commercial General Liability occurrence form
CG 0001 (most recent edition) covering comprehensive General Liability on an
"occurrence" basis. Automobile coverage shall be at least as broad as Insurance
Services Office Automobile Liability form CA 0001, Code 1 (any auto). No
endorsement shall be attached limiting the coverage.
4.2.3 Additional Requirements. Each of the following shall be included in the
insurance coverage or added as a certified endorsement to the policy:
a.The Insurance shall cover on an occurrence or an accident basis, and not
on a claims-made basis.
b.City, its officers, officials, employees, and volunteers are to be covered as
additional insureds as respects: liability arising out of work or operations
performed by or on behalf of the Consultant; or automobiles owned,
leased, hired, or borrowed by the Consultant.
c.Consultant hereby agrees to waive subrogation which any insurer or
contractor may require from vendor by virtue of the payment of any loss.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 5 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
4.3
Consultant agrees to obtain any endorsements that may be necessary to
effect this waiver of subrogation.
d.For any claims related to this Agreement or the work hereunder, the
Consultant's insurance coverage shall be primary insurance as respects
the City, its officers, officials, employees, and volunteers. Any insurance
or self-insurance maintained by the City, its officers, officials, employees,
or volunteers shall be excess of the Consultant's insurance and shall not
contribute with it.
4.2.4 Submittal Requirements. To comply with Subsection 4.2, Consultant shall
submit the following:
a.Certificate of Liability Insurance in the amounts specified in the section;
b.Additional Insured Endorsement as required by the section;
c.Waiver of Subrogation Endorsement as required by the section; and
d.Primary Insurance Endorsement as required by the section.
Professional Liability Insurance.
4.3.1 General Requirements. Consultant, at its own cost and expense, shall maintain
for the period covered by this Agreement professional liability insurance for
licensed professionals performing work pursuant to this Agreement in an amount
not less than $2,000,000 covering the licensed professionals' errors and
omissions. Any deductible or self-insured retention shall not exceed $150,000 per
claim.
4.3.2 Claims-Made Limitations. The following provisions shall apply if the professional
liability coverage is written on a claims-made form:
a.The retroactive date of the policy must be shown and must be before the
date of the Agreement.
b.Insurance must be maintained and evidence of insurance must be
provided for at least 3 years after completion of the Agreement or the
work, so long as commercially available at reasonable rates.
c.If coverage is canceled or not renewed and it is not replaced with another
claims-made policy form with a retroactive date that precedes the date of
this Agreement, Consultant shall purchase an extended period coverage
for a minimum of 3 years after completion of work under this Agreement.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 6 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
4.4
4.5
d.A copy of the claim reporting requirements must be submitted to the City
for review prior to the commencement of any work under this Agreement.
4.3.3 Submittal Requirements. To comply with Subsection 4.3, Consultant shall
submit the Certificate of Liability Insurance in the amounts specified in the section.
All Policies Requirements.
4.4.1 Acceptability of Insurers. All insurance required by this section is to be placed
with insurers with a Bests' rating of no less than A:VII.
4.4.2 Verification of Coverage. Prior to beginning any work under this Agreement,
Consultant shall furnish City with complete copies of all Certificates of Liability
Insurance delivered to Consultant by the insurer, including complete copies of all
endorsements attached to the policies. All copies of Certificates of Liability
Insurance and certified endorsements shall show the signature of a person
authorized by that insurer to bind coverage on its behalf. If the City does not
receive the required insurance documents prior to the Consultant beginning work,
it shall not waive the Consultant's obligation to provide them. The City reserves
the right to require complete copies of all required insurance policies at any time.
4.4.3 Deductibles and Self-Insured Retentions. Consultant shall disclose to and
obtain the written approval of City for the self-insured retentions and deductibles
before beginning any of the services or work called for by any term of this
Agreement. At the option of the City, either: the insurer shall reduce or eliminate
such deductibles or self-insured retentions as respects the City, its officers,
employees, and volunteers; or the Consultant shall provide a financial guarantee
satisfactory to the City guaranteeing payment of losses and related investigations,
claim administration and defense expenses.
4.4.4 Wasting Policies. No policy required by this Section 4 shall include a "wasting"
policy limit (i.e. limit that is eroded by the cost of defense).
4.4.5 Endorsement Requirements. Each insurance policy required by Section 4 shall
be endorsed to state that coverage shall not be canceled by either party, except
after 30 days' prior written notice has been provided to the City.
4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its
policies or shall furnish separate certificates and certified endorsements for each
subcontractor. All coverages for subcontractors shall be subject to all of the
requirements stated herein.
Remedies. In addition to any other remedies City may have if Consultant fails to provide
or maintain any insurance policies or policy endorsements to the extent and within the time
herein required, City may, at its sole option exercise any of the following remedies, which
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 7 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
are alternatives to other remedies City may have and are not the exclusive remedy for
Consultant's breach:
■Obtain such insurance and deduct and retain the amount of the premiums for such
insurance from any sums due under the Agreement;
■Order Consultant to stop work under this Agreement or withhold any payment that
becomes due to Consultant hereunder, or both stop work and withhold any payment,
until Consultant demonstrates compliance with the requirements hereof; and/or
■Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Refer to the attached
Exhibit C, which is incorporated herein and made a part of this Agreement.
Section 6.
6.1
6.2
Section 7.
7.1
STATUS OF CONSULTANT.
Independent Contractor. At all times during the term of this Agreement, Consultant shall
be an independent contractor and shall not be an employee of City. This Agreement shall
not be construed as an agreement for employment. City shall have the right to control
Consultant only insofar as the results of Consultant's services rendered pursuant to this
Agreement and assignment of personnel pursuant to Subsection 1.3; however, otherwise
City shall not have the right to control the means by which Consultant accomplishes
services rendered pursuant to this Agreement. Consultant further acknowledges that
Consultant performs Services outside the usual course of the City's business; and is
customarily engaged in an independently established trade, occupation, or business of the
same nature as the Consultant performs for the City and has the option to perform such
work for other entities. Notwithstanding any other City, state, or federal policy, rule,
regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents,
and subcontractors providing services under this Agreement shall not qualify for or
become entitled to, and hereby agree to waive any and all claims to, any compensation,
benefit, or any incident of employment by City, including but not limited to eligibility to
enroll in the California Public Employees Retirement System (PERS) as an employee of
City and entitlement to any contribution to be paid by City for employer contributions and/or
employee contributions for PERS benefits.
Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no
authority, express or implied, to act on behalf of City in any capacity whatsoever as an
agent. Consultant shall have no authority, express or implied, pursuant to this Agreement
to bind City to any obligation whatsoever.
LEGAL REQUIREMENTS.
Governing Law. The laws of the State of California shall govern this Agreement.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 8 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
7.2
7.3
7.4
7.5
Section 8.
8.1
Compliance with Applicable Laws. Consultant and any subcontractors shall comply with
all laws and regulations applicable to the performance of the work hereunder, including but
not limited to, the California Building Code, the Americans with Disabilities Act, and any
copyright, patent or trademark law. Consultant's failure to comply with any law(s) or
regulation(s) applicable to the performance of the work hereunder shall constitute a breach
of contract.
Other Governmental Regulations. To the extent that this Agreement may be funded by
fiscal assistance from another governmental entity, Consultant and any subcontractors
shall comply with all applicable rules and regulations to which City is bound by the terms of
such fiscal assistance program.
Licenses and Permits. Consultant represents and warrants to City that Consultant and
its employees, agents, and any subcontractors have all licenses, permits, qualifications,
and approvals of whatsoever nature that are legally required to practice their respective
professions. Consultant represents and warrants to City that Consultant and its
employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect
at all times during the term of this Agreement any licenses, permits, and approvals that are
legally required to practice their respective professions. In addition to the foregoing,
Consultant and any subcontractors shall obtain and maintain during the term of this
Agreement valid Business Licenses from City.
Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the
basis of a person's race, sex, gender, religion (including religious dress and grooming
practices), national origin, ancestry, physical or mental disability, medical condition
(including cancer and genetic characteristics), marital status, age, sexual orientation, color,
creed, pregnancy, genetic information, gender identity or expression, political affiliation or
belief, military/veteran status, or any other classification protected by applicable local,
state, or federal laws (each a "Protected Characteristic"), against any employee, applicant
for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or
applicant for any services or programs provided by Consultant under this Agreement.
Consultant shall include the provisions of this Subsection in any subcontract approved by
the Contract Administrator or this Agreement.
TERMINATION AND MODIFICATION.
Termination. City may cancel this Agreement at any time and without cause upon written
notification to Consultant.
Consultant may cancel this Agreement upon 30 days' written notice to City and shall
include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services
performed to the effective date of termination; City, however, may condition payment of
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 9 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
8.2
8.3
8.4
8.5
8.6
such compensation upon Consultant delivering to City any or all documents, photographs,
computer software, video and audio tapes, and other materials provided to Consultant or
prepared by or for Consultant or the City in connection with this Agreement.
Extension. City may, in its sole and exclusive discretion, extend the end date of this
Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a
written amendment to this Agreement, as provided for herein. Consultant understands and
agrees that, if City grants such an extension, City shall have no obligation to provide
Consultant with compensation beyond the maximum amount provided for in this
Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no
obligation to reimburse Consultant for any otherwise reimbursable expenses incurred
during the extension period.
Amendments. The Parties may amend this Agreement only by a writing signed by all the
Parties.
Assignment and Subcontracting. City and Consultant recognize and agree that this
Agreement contemplates personal performance by Consultant and is based upon a
determination of Consultant's unique personal competence, experience, and specialized
personal knowledge. Moreover, a substantial inducement to City for entering into this
Agreement was and is the professional reputation and competence of Consultant.
Consultant may not assign this Agreement or any interest therein without the prior written
approval of the Contract Administrator. Consultant shall not subcontract any portion of the
performance contemplated and provided for herein, other than to the subcontractors noted
in the proposal, without prior written approval of the Contract Administrator.
Survival. All obligations arising prior to the termination of this Agreement and all
provisions of this Agreement allocating liability between City and Consultant shall survive
the termination of this Agreement.
Options upon Breach by Consultant. If Consultant materially breaches any of the terms
of this Agreement, City's remedies shall include, but are not limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any
other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in Exhibit A not
finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work
described in Exhibit A that is unfinished at the time of breach and the amount that
City would have paid Consultant pursuant to Section 2 if Consultant had
completed the work.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 10 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant's Performance. All reports, data, maps,
models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications,
records, files, or any other documents or materials, in electronic or any other form, that
Consultant prepares or obtains pursuant to this Agreement and that relate to the matters
covered hereunder shall be the property of the City. Consultant hereby agrees to deliver
those documents to the City upon termination of the Agreement. It is understood and
agreed that the documents and other materials, including but not limited to those described
above, prepared pursuant to this Agreement are prepared specifically for the City and are
not necessarily suitable for any future or other use. City and Consultant agree that, until
final approval by City, all data, plans, specifications, reports and other documents are
confidential and will not be released to third parties without prior written consent of both
Parties.
9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books
of account, invoices, vouchers, canceled checks, and other records or documents
evidencing or relating to charges for services or expenditures and disbursements charged
to the City under this Agreement for a minimum of 3 years, or for any longer period
required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Subsection 9.2 of this
Agreement requires Consultant to maintain shall be made available for inspection, audit,
and/or copying at any time during regular business hours, upon oral or written request of
the City. Under California Government Code Section 8546.7, if the amount of public funds
expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to
the examination and audit of the State Auditor, at the request of City or as part of any audit
of the City, for a period of 3 years after final payment under the Agreement.
Section 10. MISCELLANEOUS PROVISIONS.
10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for
declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing
party shall be entitled to reasonable attorneys' fees in addition to any other relief to which
that party may be entitled. The court may set such fees in the same action or in a
separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this
Agreement, the Parties agree that trial of such action shall be vested exclusively in the
state courts of California in the County of Alameda or in the United States District Court for
the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this
Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 11 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
adjudged shall remain in full force and effect. The invalidity in whole or in part of any
provision of this Agreement shall not void or affect the validity of any other provision of this
Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this
Agreement does not constitute a waiver of any other breach of that term or any other term
of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of
and shall apply to and bind the successors and assigns of the Parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written
studies and other printed material on recycled paper to the extent it is available at equal or
less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within
the corporate limits of City or whose business, regardless of location, would place
Consultant in a "conflict of interest," as that term is defined in the Political Reform Act,
codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this
Agreement. No officer or employee of City shall have any financial interest in this
Agreement that would violate California Government Code Section 1090 et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous 12 months,
an employee, agent, appointee, or official of the City. If Consultant was an employee,
agent, appointee, or official of the City in the previous 12 months, Consultant warrants that
it did not participate in any manner in the forming of this Agreement. Consultant
understands that, if this Agreement is made in violation of California Government Code
Section 1090 et seq., the entire Agreement is void and Consultant will not be entitled to
any compensation for services performed pursuant to this Agreement, including
reimbursement of expenses, and Consultant will be required to reimburse the City for any
sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it
may be subject to criminal prosecution for a violation of California Government Code
Section 1090 et seq., and, if applicable, will be disqualified from holding public office in the
State of California.
At City's sole discretion, Consultant may be required to file with the City a Form 700 to
identify and document Consultant's economic interests, as defined and regulated by the
California Fair Political Practices Commission. If Consultant is required to file a Form 700,
Consultant is hereby advised to contact the Dublin City Clerk for the Form 700 and
directions on how to prepare it.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or
interview related to this Agreement, either orally or through any written materials.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 12 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
10.9 Contract Administration. This Agreement shall be administered by the City Manager
("Contract Administrator"). All correspondence shall be directed to or through the Contract
Administrator or his or her designee.
10.10 Notices. Any written notice to Consultant shall be sent to:
Strategic Economics, Inc.
c/o Derek W. Brawn, Principal
2991 Shattuck Avenue, Suite 203
Berkeley, CA 94705
dbraun@strategiceconomics.com
Any written notice to City shall be sent to:
City of Dublin
Office of Economic Development
c/o Hazel Wetherford
100 Civic Plaza
Dublin, CA 94568
10.11 Integration. This Agreement, including the scope of work attached hereto and
incorporated herein as Exhibits A B. and C represents the entire and integrated
agreement between City and Consultant and supersedes all prior negotiations,
representations, or agreements, either written or oral.
Exhibit A
Exhibit B
Exhibit C
Scope of Services
Compensation Schedule & Reimbursable Expenses
Indemnification
10.12 Counterparts and Electronic Signatures. This Agreement may be executed in multiple
counterparts, each of which shall be an original and all of which together shall constitute
one agreement. Counterparts delivered and/or signatures executed by City-approved
electronic or digital means shall have the same force and effect as the use of a manual
signature. Both Parties desire this Agreement to be electronically signed in accordance
with applicable federal and California law. Either Party may revoke its agreement to use
electronic signatures at any time by giving notice to the other Party.
10.13 Certification per Iran Contracting Act of 2010. In the event that this contract is for
one million dollars ($1,000,000.00) or more, by Consultant's signature below Consultant
certifies that Consultant, and any parent entities, subsidiaries, successors or subunits of
Consultant are not identified on a list created pursuant to subdivision (b) of Section 2203 of
the California Public Contract Code as a person engaging in investment activities in Iran as
described in subdivision (a) of Section 2202.5, or as a person described in subdivision (b)
of Section 2202.5 of the California Public Contract Code, as applicable.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 13 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225O1C8-6DA9-4O72-846C-BB590F9562EA
The Parties have executed this Agreement as of the Effective Date. The persons whose signatures appear
below certify that they are authorized to sign on behalf of the respective Party.
CITY OF DUBLIN
Linda Smith, City Manager
Attest:
Marsha Moore, City Clerk
Approved as to Form:
City Attorney
3070368.1
STRATEGIC ECONOMICS, INC.
Derek W. Braun, Principal
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
09/5/2023
Page 14 of 14
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
EXHIBIT A
SCOPE OF SERVICES
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
Last revised 09/5/2023
Exhibit A - Page 1 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
SCOPE OF WORK
Strategic Economics proposes the following scope of work to complete the Dublin Economic
Development Strategy and Economic Development Element project. All “Schedule” dates
assume that the project begins on approximately August 1st. Strategic Economics will adjust
the schedule based on the actual project start date.
TASK 1: PROJECT KICKOFF AND MANAGEMENT
SUBTASK 1.1: REQUEST AND REVIEW OF EXISTING DATA AND MATERIALS
Prior to the kickoff meeting, the Strategic Economics team will review background materials
and work completed to date as listed in the RFP, including the existing council priorities,
Economic Development Strategy and Element, Downtown Dublin Preferred Vision and Specific
Plan, and Fallon Road Economic Development Zone incentives. Strategic Economics will also
request relevant data from the City, including GIS shape files, business license data, transient
occupancy tax data, sales tax data, recently completed market studies and other analyses,
development projects information, currently tracked real estate data, etc.
OUTPUT: DATA AND DOCUMENT REQUESTS
SCHEDULE: FIRST 2 WEEKS OF AUGUST
COST: $2,305
SUBTASK 1.2: KICKOFF MEETING AND SITE VISIT
Strategic Economics, Greensfelder Real Estate Strategy (GRES), and Tawni Sullivan will attend
an in-person project initiation meeting with City staff to review the scope of work, schedule of
deliverables, and outreach meetings/process. The team will finalize the project sequencing
and schedule through this discussion with City staff. After the meeting, the team will tour the
city with City staff, with a special focus on Downtown, major shopping centers, major
employment centers, and areas of development activity. City staff are assumed to determine
the route and arrange transportation if necessary.
OUTPUT: KICKOFF MEETING AGENDA
SCHEDULE: FIRST WEEK OF AUGUST
COST: $5,100
SUBTASK 1.3: PROJECT MANAGEMENT AND COMMUNICATION
Strategic Economics staff and other consultant team members will participate in bi-weekly
check-in calls with City staff (as necessary) to share project updates and findings, and to
coordinate on issues such as data collection, outreach to stakeholders, project schedule, and
preparation/review of findings and deliverables.
Exhibit A - Page 2 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
OUTPUT: CHECK-IN CALL AGENDAS
SCHEDULE: ONGOING THROUGHOUT PROJECT LIFE
COST: $3,050
TASK 2: ECONOMIC AND MARKET CONDITIONS AND OPPORTUNITIES ANALYSIS
SUBTASK 2.1: WORKFORCE, DEMOGRAPHICS, AND MAJOR INDUSTRIES ANALYSIS
Building on the 2012 Economic Development Strategy, stated council priorities, and our more
recent work examining the East Bay and Tri-Valley economies, Strategic Economics will
conduct an analysis of Dublin’s significant industry sectors to gain an understanding of the
performance of the City’s industries. Strategic Economics will selectively analyze employment,
industry, and business trends by examining local and regional trends and projections using a
combination of California Employment Development Data (to be obtained by the City if
possible, with the City responsible for associated costs charged by EDD), and/or City business
license data (if available), and/or alternative sources such as JobsEQ data provided by the
City’s partners, and regional employment projections. These analyses will identify the city’s
strengths to gain an understanding of the types, composition, and performance of industries
in Dublin. The task will also provide insights into Dublin’s specific strengths and weaknesses
relative to the region.
In order to connect these industry projections with local workforce conditions and
demographics, Strategic Economics will analyze demographic and household characteristics
of the Dublin population and workforce compared to the Tri-Valley area and the East Bay as a
whole. We will also use U.S. Census LEHD data to examine commute patterns of residents
and workers in Dublin.
The findings of these analyses will also be combined with the Commercial Real Estate Analysis
subtask to describe the space needs for future business growth in Dublin, including the types
of buildings, spaces, land uses, and developable land required to meet these needs.
OUTPUT: DATA AND FINDINGS FOR INCORPORATION IN THE SWOT SUMMARY, ECONOMIC
DEVELOPMENT STRATEGY, AND ECONOMIC DEVELOPMENT ELEMENT
SCHEDULE: AUGUST THROUGH NOVEMBER
COST: $12,580
SUBTASK 2.2: COMMERCIAL REAL ESTATE MARKET ANALYSIS
In order to assess life science, office, and industrial tenanting opportunities and retail market
conditions, Strategic Economics will combine the findings of the employment analysis with an
assessment of market conditions and positioning of these uses in Dublin. Based on market
and building-level data obtained via CoStar and local broker reports, Strategic Economics will
examine Dublin’s competitive performance versus the surrounding market area, development
Exhibit A - Page 3 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
activity, building types and conditions, and current major vacancies. This data analysis will be
supplemented by interviews with area brokers to understand tenant attraction challenges and
opportunities, both generally and for specific locations, development opportunity sites, and
any major vacancies. Findings will include a focus on the alignment or misalignment of existing
building stock and greenfield/infill development opportunities versus the needs of businesses
in growing and expanding industry sectors. The analysis will include a particular focus on life
science development opportunities, with advising by Tawni Sullivan.
Finally, Strategic Economics will evaluate the performance and economic contribution of
Dublin’s hotels through analysis of quantitative data such as market reports and transient
occupancy tax revenues (provided by the City), and will conduct interviews with hotel
operators.
OUTPUT: DATA AND FINDINGS FOR INCORPORATION IN THE SWOT SUMMARY, ECONOMIC
DEVELOPMENT STRATEGY, AND ECONOMIC DEVELOPMENT ELEMENT
SCHEDULE: AUGUST THROUGH NOVEMBER
COST: $14,590
SUBTASK 2.3: RETAIL ANALYSIS, INCLUDING CELL PHONE DATA ANALYSIS
GRES, with support from Strategic Economics, will complete an in-depth retail analysis,
evaluating on-the-ground local conditions and applying broader retail trends to identify
opportunities and recommend strategies to support the occupancy and health of Dublin’s
retail-based businesses retail districts, shopping centers, and emerging mixed-use projects.
Tasks will include:
•A citywide inventory of retail space, including analysis of CoStar data provided by
Strategic Economics which will be verified through fieldwork observations;
•Identification of strengths and weaknesses for major retail centers and commercial
districts;
•Identification of major chain or “brand retailers” that are doing well versus those that
are at risk of closure;
•A retail gap and void sales tax leakage analysis to identify retail opportunities, based
on sales tax and taxable sales data obtained by Strategic Economics via the City of
Dublin and the California Department of Tax and Fee Administration;
•A summary of barriers and threats for Dublin’s retailers and retail market;
•Recommendations for actions and policies to address barriers, attract and retain
neighborhood retailers and reduce vacancies, activate marginal and vacant
storefronts, and reposition major shopping centers in the City for re-tenanting or
redevelopment into new uses or formats.
GRES will also obtain and analyze cell phone data that can show, among other things, the
catchment from which various commercial/retail areas in the City draws customers.
Identifying and confirming these traffic patterns can be helpful in developing strategies for
Exhibit A - Page 4 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
capturing "on my route" trips as well as for widening the catchment from which an area
draws. In addition, obtaining data from which other key projects such as City Center in San
Ramon or the Livermore Premium Outlets can help us establish the traffic patterns
benefitting competing destinations, and develop strategies to attract businesses and
shoppers that will make Dublin a more frequent destination. This work can be leveraged
by Economic Development as part of a business attraction study, and our deliverable will
outline ways this might be done.
OUTPUT: DATA AND FINDINGS FOR INCORPORATION IN THE SWOT SUMMARY, ECONOMIC
DEVELOPMENT STRATEGY, AND ECONOMIC DEVELOPMENT ELEMENT
SCHEDULE: AUGUST THROUGH NOVEMBER
COST: $22,300
SUBTASK 2.4: SUBAREA ASSESSMENTS
Strategic Economics will profile and provide analysis of areas with significant current or
planned concentrations of employment and business activity in Dublin. The analysis will
examine:
•Subarea job locations and industry mix through mapping of major industry sectors.
•Building inventory through analysis of subarea commercial real estate data from
CoStar.
•Stakeholder input regarding subarea trends, issues, and opportunities, gleaned from
interviews with area brokers and stakeholders as part of the engagement activities.
•Assessment of retail and life science challenges and opportunities by GRES and Tawni
Sullivan.
The results of these subarea analyses will then be used to identify the economic development
opportunities represented at each area, and used to inform place-specific strategies and
actions in the Economic Development Strategy and the goals, policies, and implementation
measures in the Economic Development Element.
OUTPUT: DATA AND FINDINGS FOR INCORPORATION IN THE SWOT SUMMARY, ECONOMIC
DEVELOPMENT STRATEGY, AND ECONOMIC DEVELOPMENT ELEMENT
SCHEDULE: OCTOBER THROUGH NOVEMBER
COST: $6,450
SUBTASK 2.5: SWOT SUMMARY
Based on the findings of subtasks 2.1 through 2.4, as well as the qualitative input received
through stakeholder engagement activities in Task 6, the Strategic Economics team will
develop a summary of strengths, weaknesses, opportunities, and threats (“SWOT”) for
Exhibit A - Page 5 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
attracting, retaining, and growing different categories of businesses in Dublin that will
maintain the City’s long-term economic health.
The SWOT will differentiate findings relevant to the shorter term strategy versus longer term
Economic Development Element, and will include preliminary high-level recommendations for
addressing challenges and leveraging opportunities. The SWOT will include relevant data as
necessary to explain the findings, although the full write-up of the technical analyses will
ultimately be provided as part of the Economic Development Strategy itself.
OUTPUT: SWOT SUMMARY (ADMIN DRAFT AND FINAL DRAFT)
SCHEDULE: LATE-OCTOBER THROUGH NOVEMBER
COST: $7,465
TASK 3: PRELIMINARY RECOMMENDATIONS AND DOCUMENT FRAMEWORKS
The Strategic Economics team will prepare draft document frameworks for the Economic
Development Strategy and the Economic Development Element. The frameworks are
intended as a means of efficiently vetting and refining recommendations for the Economic
Development Strategy and Economic Development Element prior to authoring the
comprehensive documents (and/or while background content is being authored for the
strategy). The frameworks will be used to receive and incorporate guidance by City
stakeholders, staff, and decision makers. The respective frameworks will be designed for
simultaneous review in order to illustrate connections between shorter term strategies and
longer term policies.
SUBTASK 3.1: ECONOMIC DEVELOPMENT STRATEGY FRAMEWORK DRAFTS
Strategic Economics will incorporate the results of the Economic and Market Conditions and
Opportunities analyses and stakeholder interviews to draft an initial document outline for
review by City staff that includes potential goals, objectives, strategies, priorities, illustrative
examples of implementation actions, and potential performance indicators for inclusion in the
Economic Development Strategy. Two drafts of the framework will be provided.
OUTPUT: TWO ECONOMIC DEVELOPMENT STRATEGY FRAMEWORK DRAFTS
SCHEDULE: LATE-NOVEMBER THROUGH MID-JANUARY
COST: $7,785
Exhibit A - Page 6 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
SUBTASK 3.2: ECONOMIC DEVELOPMENT ELEMENT FRAMEWORK DRAFTS
Strategic Economics will incorporate the results of the Economic and Market Conditions and
Opportunities analyses and stakeholder interviews to draft an initial document outline for
review by City staff that includes potential goals, policies, and corresponding preliminary
examples of implementation programs for inclusion in the Economic Development Strategy.
Two drafts of the framework will be provided.
OUTPUT: TWO ECONOMIC DEVELOPMENT ELEMENT FRAMEWORK DRAFTS (8 HARDCOPIES AND 1
ELECTRONIC COPY OF EACH DRAFT)
SCHEDULE: LATE-NOVEMBER THROUGH MID-JANUARY
COST: $8,095
TASK 4: ECONOMIC DEVELOPMENT STRATEGY
SUBTASK 4.1: ECONOMIC DEVELOPMENT STRATEGY ADMIN DRAFTS 1-3
Based on feedback on the document framework from city community members, decision
makers, and staff, Strategic Economics will prepare an Administrative Draft of the Economic
Development Strategy with an implementation work plan matrix that describes
implementation actions, responsibilities, timing, and metrics for measuring progress.
The strategy will describe relevant economic context, projections, indicators, SWOT findings,
goals, objectives, and the strategies, tools and partnerships necessary to support Dublin’s
economic vitality and encourage commercial development at infill and greenfield opportunity
sites. The strategy will also include review of the successes achieved under the previous
strategy, and description of how and why this strategy differs while building on the prior
strategy’s successes. The strategy will incorporate subarea-focused strategies related to
places with significant economic and business activity or planned growth in Dublin, including
Downtown Dublin and the Fallon East Economic Development Zone.
Strategic Economics will provide up to three total administrative drafts of the strategy in
response to clear and comprehensive City staff direction on each draft.
OUTPUT: 3 ADMINISTRATIVE DRAFTS OF THE ECONOMIC DEVELOPMENT STRATEGY
SCHEDULE: MID-JANUARY THROUGH MID-MARCH
COST: $17,285
SUBTASK 4.2: PUBLIC DRAFT ECONOMIC DEVELOPMENT STRATEGY
Upon staff review and feedback on the administrative drafts of the Economic Development
Strategy, Strategic Economics will provide a Public Draft for review and comment by
community stakeholders and the City Council. Per Task 6, Strategic Economics will present
this draft to the City Council at a council meeting or study session.
Exhibit A - Page 7 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
OUTPUT: PUBLIC DRAFT OF THE ECONOMIC DEVELOPMENT STRATEGY
SCHEDULE: LATE-MARCH THROUGH EARLY-APRIL
COST: $2,925
SUBTASK 4.3: FINAL DRAFT ECONOMIC DEVELOPMENT STRATEGY
Based on input received on the Public Draft strategy Strategic Economics will make final
revisions and provide a Final Draft for potential adoption by the Dublin City Council.
OUTPUT: FINAL DRAFT OF THE ECONOMIC DEVELOPMENT STRATEGY
SCHEDULE: LATE-APRIL THROUGH LATE-MAY
COST: $2,925
TASK 5: ECONOMIC DEVELOPMENT ELEMENT
SUBTASK 5.1: ECONOMIC DEVELOPMENT ELEMENT ADMIN DRAFTS 1-3
Concurrent with preparation and staff reviews of the Economic Development Strategy,
Strategic Economics will also prepare and provide up to three admin drafts of the Economic
Development Element. The element will provide relevant background information, with a focus
on longer-term considerations such as major fixed economic development assets
(infrastructure and location attributes), anchors (institutions), broader industry trends, and
development and redevelopment opportunities. The element will include goals, policies,
implementation programs, and implementation phasing. The admin drafts will incorporate
illustrative and informative proposed graphics, exhibits, and photographs (with any
photographs to be provided by the City of Dublin). The language and format of the element
will be designed to maintain consistency with other General Plan elements and their contents.
Up to three administrative drafts will be provided, incorporating subsequent rounds of clear
and comprehensive City staff direction on each draft.
OUTPUT: 3 ADMINISTRATIVE DRAFTS OF THE ECONOMIC DEVELOPMENT ELEMENT (8 HARDCOPIES AND
1 ELECTRONIC COPY OF EACH DRAFT)
SCHEDULE: MID-JANUARY THROUGH MID-MARCH
COST: $12,695
SUBTASK 5.2: PUBLIC DRAFT ECONOMIC DEVELOPMENT ELEMENT
Upon staff review and feedback on the Administrative Drafts, Strategic Economics will revise
and provide a Public Draft for review by the City Council and community stakeholders. Per
Task 6, Strategic Economics will present this draft to the City Council at a council meeting or
study session.
Exhibit A - Page 8 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
OUTPUT: PUBLIC DRAFT ECONOMIC DEVELOPMENT ELEMENT (8 HARDCOPIES AND 1 ELECTRONIC COPY)
SCHEDULE: LATE-MARCH THROUGH EARLY-APRIL
COST: $2,290
SUBTASK 5.3: FINAL DRAFT ECONOMIC DEVELOPMENT ELEMENT
Based on input received on the Public Draft element, Strategic Economics will make final
revisions and provide a Final Draft for potential adoption by the Dublin City Council.
OUTPUT: FINAL DRAFT ECONOMIC DEVELOPMENT ELEMENT (40 HARDCOPIES, 1 PHOTO READY COPY, 1
ELECTRONIC COPY)
SCHEDULE: LATE-APRIL THROUGH LATE-MAY
COST: $2,390
TASK 6: STAKEHOLDER AND DECISION MAKER ENGAGEMENT
The Strategic Economics team proposes a robust stakeholder and decision maker
engagement process. Activities include regular check-ins with City staff, focus group meetings
with groups representing different industries and business interests, general community
workshops, and meetings and study sessions with the City Council and potentially the
Planning Commission. The engagement process is designed to meet the needs of the
Economic Development Strategy Update and Economic Development Element
simultaneously.
SUBTASK 6.1: PROGRESS MEETINGS WITH CITY STAFF
The Strategic Economics team will conduct virtual meetings with City staff on a bi-weekly basis
as needed. These meetings will be used to coordinate schedule and activities, plan upcoming
events and meetings, share interim results and findings, and discuss staff input and feedback
on work products.
OUTPUT: MEETING AGENDAS AND NOTES
SCHEDULE: THROUGHOUT PROJECT LIFE
COST: $3,770
SUBTASK 6.2: INDUSTRY AND STAKEHOLDER FOCUS GROUP WORKSHOP MEETINGS
Strategic Economics will facilitate a series of up to six in-person (if clustered on one or two
specific days) or virtual stakeholder group meetings. The stakeholders will be defined in close
coordination with City staff, but could potentially include: representatives of key industries
such as retail/restaurants, advanced manufacturing, and life science; leadership and
members of the Chamber of Commerce, brokers and developers, and City staff. In addition to
Exhibit A - Page 9 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
gathering qualitative information and answering key questions raised in the RFP, the
stakeholder groups will help to build support for the Economic Development Strategy and
Element and achieve “buy-in” from community leaders. Members of the Strategic Economics
team will facilitate each of the meetings (as appropriate based on areas of expertise),
formulating specific topics and questions with the goal of gathering required information and
generating ideas for potential strategies. It is assumed that City staff will contact all
stakeholders to schedule and coordinate the meetings.
OUTPUT: MEETING AGENDAS AND NOTES
SCHEDULE: MID-AUGUST THROUGH MID-SEPTEMBER
COST: $12,345
SUBTASK 6.3: COMMUNITY WORKSHOPS AND SUMMARIES
The SE team will prepare for and execute up to two (2) community workshops to discuss topics
related to the economic development strategy and element. These workshops are currently
envisioned to occur in person, but can also be occur virtually. The first workshop will focus on
general community priorities, vision, and areas of interest. The second workshop will be used
to vet the contents of the Economic Development Strategy and Element. Both workshops will
include a targeted outreach effort to property owners, managers, developers, and residents
to receive their input. Workshop responsibilities include:
•Strategic Economics will work with the project team to prepare an overall purpose,
approach, objective and anticipated outcome of the community workshops.
•Strategic Economics will prepare meeting materials including agendas, sign-in sheets
and assist with interactive activities.
•Strategic Economics will facilitate the workshops, with additional facilitation support
by City staff.
•City staff will coordinate meeting location logistics (e.g., room, seating, a/v equipment,
refreshments) and send invitations.
•Strategic Economics will assist with meeting logistics including room set up and break-
down.
•Strategic Economics will prepare summary notes.
OUTPUT: WORKSHOP AGENDAS, MATERIALS, AND SUMMARY NOTES
SCHEDULE: MID-OCTOBER AND MID-JANUARY
COST: $15,210
SUBTASK 6.5: BOARD MEETINGS AND STUDY SESSIONS
Strategic Economics will prepare for, attend, and facilitate up to three “board” meetings or
study sessions to inform the development of the Economic Development Strategy and
Exhibit A - Page 10 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
Element (GRES will attend one meeting). The meetings may include City Council or Planning
Commission hearings. Strategic Economics will work with City staff to determine, based on
project needs, whether to schedule study sessions or include project topics as a regular
meeting calendar item. A first meeting could occur as the analytical tasks are concluded and
will be used to report findings, refine vision, priorities, and areas of concern/interest, and
gather feedback on preliminary recommendations. Another meeting could be used to gather
direction on the public draft economic development strategy and element documents.
OUTPUT: REVIEW OF STAFF REPORTS, MEETING AGENDAS, MEETING SLIDES, MEETING NOTES
SCHEDULE: MID- TO LATE-NOVEMBER (TENTATIVE), MID-APRIL (TENTATIVE)
COST: $13,720
Exhibit A - Page 11 of 11
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
EXHIBIT B
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
Last revised 09/5/2023
Exhibit B - Page 1 of 4
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
FEE SCHEDULE
We propose a total revised budget of $180,025 to prepare the Dublin Economic Development
Strategy and Economic Development Element. The following pages show the comprehensive
budget and each firm’s billing rates by staff and hours and budget by task.
FIGURE 1: FULL PROJECT BUDGET (INCLUSIVE OF ALL FIRMS AND EXPENSES)
Task #Description
Total
Time Total Amount
Hours Dollars
Task 1 Project Kickoff & Management
1.1 Request and Review of Existing Data and Materials 11 $2,305
1.2 Kickoff Meeting and Site Visit 20 $5,100
1.3 Project Management and Communication 12 $3,050
Sub Total - Task 1 43 $10,455
Task 2 Economic & Market Conditions & Opportunities Analysis
2.1 Workforce, Demographics, and Major Industries Analysis 83 $12,580
2.2 Commercial Real Estate Market Analysis 89 $14,590
2.3 Retail Analysis, Including Cell Phone Data Analysis 88 $22,300
2.4 Subarea Assessments 42 $6,450
2.5 SWOT Summary 44 $7,465
Sub Total - Task 2 346 $63,385
Task 3 Preliminary Recommendations & Document Frameworks
3.1 Economic Development Strategy Framework Drafts 42 $7,785
3.2 Economic Development Element Framework Drafts 43 $8,095
Sub Total - Task 3 85 $15,880
Task 4 Economic Development Strategy
4.1 Admin Drafts 1-3 102 $17,285
4.2 Public Draft 15 $2,925
4.3 Final Draft 15 $2,925
Sub Total - Task 4 132 $23,135
Task 5 Economic Development Element
5.1 Admin Drafts 1-3 72 $12,695
5.2 Public Draft 12 $2,290
5.3 Final Draft 12 $2,390
Sub Total - Task 5 96 $17,375
Task 6 Stakeholder and Decision Maker Engagement
6.1 Progress Meetings with City Staff 17 $3,770
6.2 Industry & Stakeholder Focus Group Workshop Meetings (6)55 $12,345
6.3 Community Workshops and Summaries (2)92 $15,210
6.4 Board Meetings or Study Sessions (3)68 $13,720
Sub Total - Task 6 232 $45,045
Sub Total - Labor 934 $175,275
Other Direct Costs
Travel Expenses $600
Data $3,200
Workshop Materials $800
Deliverables Printing and Other Miscellaneous $150
$0
Sub Total - Other Direct Costs $4,750
GRAND TOTAL 934 $180,025
Exhibit B - Page 2 of 4
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
FIGURE 2: HOURS, BILLING RATES, AND BUDGET FOR STRATEGIC ECONOMICS
Task #Description
TOTAL
HRS
TOTAL
AMOUNT
Task 1 Project Kickoff & Management
1.1 Request and Review of Existing Data and Materials 2 $470 0 $0 5 $750 1 $115 8 $1,335
1.2 Kickoff Meeting and Site Visit 5 $1,175 0 $0 5 $750 0 $0 10 $1,925
1.3 Project Management and Communication 6 $1,410 0 $0 2 $300 0 $0 8 $1,710
Sub Total - Task 1 13 $3,055 0 $0 12 $1,800 1 $115 26 $4,970
Task 2 Economic & Market Conditions & Opportunities Analysis
2.1 Workforce, Demographics, and Major Industries Analysis 6 $1,410 1 $310 50 $7,500 24 $2,760 81 $11,980
2.2 Commercial Real Estate Market Analysis 6 $1,410 1 $310 50 $7,500 24 $2,760 81 $11,980
2.3 Retail Analysis, Including Cell Phone Data Analysis 4 $940 0 $0 20 $3,000 14 $1,610 38 $5,550
2.4 Subarea Assessments 4 $940 0 $0 20 $3,000 16 $1,840 40 $5,780
2.5 SWOT Summary 6 $1,410 1 $310 30 $4,500 5 $575 42 $6,795
Sub Total - Task 2 26 $6,110 3 $930 170 $25,500 83 $9,545 282 $42,085
Task 3 Preliminary Recommendations & Document Frameworks
3.1 Economic Development Strategy Framework Drafts 7 $1,645 0 $0 30 $4,500 0 $0 37 $6,145
3.2 Economic Development Element Framework Drafts 7 $1,645 1 $310 30 $4,500 0 $0 38 $6,455
Sub Total - Task 3 14 $3,290 1 $310 60 $9,000 0 $0 75 $12,600
Task 4 Economic Development Strategy
4.1 Admin Drafts 1-3 18 $4,230 1 $310 60 $9,000 18 $2,070 97 $15,610
4.2 Public Draft 4 $940 0 $0 8 $1,200 1 $115 13 $2,255
4.3 Final Draft 4 $940 0 $0 8 $1,200 1 $115 13 $2,255
Sub Total - Task 4 26 $6,110 1 $310 76 $11,400 20 $2,300 123 $20,120
Task 5 Economic Development Element
5.1 Admin Drafts 1-3 12 $2,820 1 $310 48 $7,200 6 $690 67 $11,020
5.2 Public Draft 4 $940 0 $0 6 $900 1 $115 11 $1,955
5.3 Final Draft 3 $705 0 $0 6 $900 1 $115 10 $1,720
Sub Total - Task 5 19 $4,465 1 $310 60 $9,000 8 $920 88 $14,695
Task 6 Stakeholder and Decision Maker Engagement
6.1 Progress Meetings with City Staff 10 $2,350 0 $0 5 $750 0 $0 15 $3,100
6.2 Industry & Stakeholder Focus Group Workshop Meetings (6)15 $3,525 0 $0 24 $3,600 0 $0 39 $7,125
6.3 Community Workshops and Summaries (2)24 $5,640 0 $0 50 $7,500 18 $2,070 92 $15,210
6.4 Board Meetings or Study Sessions (3)24 $5,640 0 $0 36 $5,400 0 $0 60 $11,040
Sub Total - Task 6 73 $17,155 0 $0 115 $17,250 18 $2,070 206 $36,475
Sub Total - Labor 171 $40,185 6 $1,860 493 $73,950 130 $14,950 800 $130,945
Other Direct Costs
Travel Expenses $400
Data $1,000
Workshop Materials $800
Deliverables Printing and Other Miscellaneous $150
Sub Total - Other Direct Costs $2,350
GRAND TOTAL 171 $40,185 6 $1,860 493 $73,950 130 $14,950 800 $133,295
STRATEGIC ECONOMICS BILLING RATES, HOURS, AND BUDGET
Derek Braun,
Principal-in-
Charge
Dena
Belzer,
Project
Advisor
Arpita Banerjee,
Associate
Gus Stephens,
Research
Analyst
$235 $310 $150 $115
Exhibit B - Page 3 of 4
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
Strategic Economics’ Proposal to Prepare the Dublin Economic Development Strategy and Element
FIGURE 3: HOURS, BILLING RATES, AND BUDGET FOR GRES AND TAWNI SULLIVAN
Task #Description
TOTAL
HRS
TOTAL
AMOUNT
TOTAL
HRS
TOTAL
AMOUNT
Task 1 Project Kickoff & Management
1.1 Request and Review of Existing Data and Materials 2 $670 1 $300
1.2 Kickoff Meeting and Site Visit 5 $1,675 5 $1,500
1.3 Project Management and Communication 4 $1,340 0 $0
Sub Total - Task 1 11 $3,685 6 $1,800
Task 2 Economic & Market Conditions & Opportunities Analysis
2.1 Workforce, Demographics, and Major Industries Analysis 0 $0 2 $600
2.2 Commercial Real Estate Market Analysis 6 $2,010 2 $600
2.3 Retail Analysis, Including Cell Phone Data Analysis 50 $16,750 0 $0
2.4 Subarea Assessments 2 $670 0 $0
2.5 SWOT Summary 2 $670 0 $0
Sub Total - Task 2 60 $20,100 4 $1,200
Task 3 Preliminary Recommendations & Document Frameworks .
3.1 Economic Development Strategy Framework Drafts 4 $1,340 1 $300
3.2 Economic Development Element Framework Drafts 4 $1,340 1 $300
Sub Total - Task 3 8 $2,680 2 $600
Task 4 Economic Development Strategy .
4.1 Admin Drafts 1-3 5 $1,675 0 $0
4.2 Public Draft 2 $670 0 $0
4.3 Final Draft 2 $670 0 $0
Sub Total - Task 4 9 $3,015 0 $0
Task 5 Economic Development Element
5.1 Admin Drafts 1-3 5 $1,675 0 $0
5.2 Public Draft 1 $335 0 $0
5.3 Final Draft 2 $670 0 $0
Sub Total - Task 5 8 $2,680 0 $0
Task 6 Stakeholder and Decision Maker Engagement
6.1 Progress Meetings with City Staff 2 $670 0 $0
6.2 Industry & Stakeholder Focus Group Workshop Meetings (6)12 $4,020 4 $1,200
6.3 Community Workshops and Summaries (2)0 $0 0 $0
6.4 Board Meetings or Study Sessions (3)8 $2,680 0 $0
Sub Total - Task 6 22 $7,370 4 $1,200
Sub Total - Labor 118 $39,530 16 $4,800
Other Direct Costs
Travel Expenses $100 $100
Data $2,200
Workshop Materials $0
Deliverables Printing and Other Miscellaneous $0
Sub Total - Other Direct Costs $2,300 $100
GRAND TOTAL 118 $41,830 16 $4,900
GREENSFELDER REAL
ESTATE STRATEGY TAWNI SULLIVAN
Exhibit B - Page 4 of 4
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A
DocuSign Envelope ID: F225D1C8-6DA9-4D72-846C-BB590F9562EA
EXHIBITC
INDEMNIFICATION
A.Consultant shall, to the extent permitted by law, including without limitation California Civil Code 2782
and 2782.8, indemnify, hold harmless and assume the defense of, in any actions at law or in equity, the
City, its employees, agents, volunteers, and elective and appointive boards, from all claims, losses, and
damages, including property damage, personal injury, death, and liability of every kind, nature and
description, arising out of, pertaining to or related to the negligence, recklessness or willful misconduct
of Consultant or any person directly or indirectly employed by, or acting as agent for, Consultant, during
and after completion of Consultant's work under this Agreement.
B.With respect to those claims arising from a professional error or omission, Consultant shall defend,
indemnify and hold harmless the City (including its elected officials, officers, employees, and
volunteers) from all claims, losses, and damages arising from the professionally negligent acts, errors
or omissions of Consultant, however, the cost to defend charged to Consultant shall not exceed
Consultant's proportionate percentage fault.
C.Consultant's obligation under this section does not extend to that portion of a claim caused in whole or
in part by the sole negligence or willful misconduct of the City.
D.Consultant shall also indemnify, defend and hold harmless the City from all suits or claims for
infringement of any patent rights, copyrights, trade secrets, trade names, trademarks, service marks, or
any other proprietary rights of any person or persons because of the City or any of its officers,
employees, volunteers, or agents use of articles, products things, or services supplied in the
performance of Consultant's services under this Agreement, however, the cost to defend charged to
Consultant shall not exceed Consultant's proportionate percentage fault.
Consulting Services Agreement between City of Dublin and
Strategic Economics, Inc. for Economic Development Strategy and
General Plan Economic Development Element
Last revised 09/5/2023
Exhibit C -Page 1 of 1
DocuSign Envelope ID: FCFB3EDB-D7B3-4BFD-8D90-A52289064A9A