Contract - Tripepi Smith - 2022-07-01 1
AGREEMENT FOR TARGETED COMMUNICATION SUPPORT SERVICES
This Agreement is made and effective as of July 1, 2022, between the Costa Mesa
Sanitary District, a sanitary district ("District") and Tripepi Smith, a corporation ("Consultant"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:
Recitals WHEREAS, District requires communication services to increase District program awareness and maximize resident engagement;
WHEREAS, Consultant is experienced in providing communication support and strategy services for other local government entities; and WHEREAS, Consultant is knowledgeable about California legal requirements for local government entities and is competent to provide these services.
NOW, THEREFORE, the parties hereto do hereby agree as follows: 1. TERM
This Agreement shall commence on July 1, 2022 and shall remain and continue in
effect unless sooner terminated pursuant to the provisions of this Agreement. This Agreement shall be for a period of twelve months from July 1, 2022 to June 30, 2023.
2. SERVICES
Consultant shall provide communication and outreach work regarding SB 1383 the Short-Lived Climate Pollutant Reduction law, provide graphic design and communication support, host quarterly communication planning meetings, and provide project
management services. These services shall meet the requirements of State law and shall
be performed in accordance with the proposal set forth as Exhibit A. 3. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of its ability, experience, and talent perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its
obligations under this Agreement.
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
2
4. PAYMENT The District agrees to pay Consultant a sum not to exceed $57,466 to provide
communication and outreach work regarding SB 1383 the Short-Lived Climate Pollutant
Reduction law, provide graphic design and communication support, host quarterly communication planning meetings, and provide project management services and such other tasks as set forth in Exhibit A. The payment shall identify the tasks performed and deliverables and shall correspond to the scope of work.
5. SUSPENSION OR TERMINATION OF AGREEMENT
(a) Either party may terminate the Agreement without cause by giving 30 days
notice. In the event of such termination, Consultant shall be entitled to be paid for work performed up until the time of termination provided the work product is produced for District’s use. (b) In the event of default, no compensation shall be paid and the Agreement
may be terminated in 5 days provided an opportunity to cure is provided in
that time period. 6. OWNERSHIP OF DOCUMENTS
(a) Consultant shall maintain complete and accurate records with respect to the project and such other information required by District that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be
maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of District or its designees at reasonable times to such books and records; shall give District the right to examine and audit said books and records; shall permit District to make transcripts therefrom as necessary; and shall allow inspection of all work,
data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. (b) Upon completion, termination or suspension of this Agreement all other
documents prepared in the course of providing the services to be performed pursuant to
this Agreement shall become the sole property of the District and may be used, reused or otherwise disposed of by the District without the permission of the Consultant.
7. INDEMNIFICATION
(a) Indemnification for Professional Liability. When the law establishes a professional standard of care for Consultant's Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless District and any and
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
3
all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including attorney's fees and costs to the extent the same are caused in whole or in part by any negligent or wrongful act,
error or omission of Consultant, its officers, agents, employees or subconsultants (or any
entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement. (b) Indemnification for Other Than Professional Liability. Other than in the
performance of professional services and to the full extent permitted by law, Consultant shall indemnify, defend and hold harmless District, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, loses, expenses or costs of any kind, whether actual, alleged or threatened, including
attorneys fees and costs, court costs, interest, defense costs and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or subconsultants of Consultant.
8. INSURANCE Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit “B” attached to and part of this Agreement. Such insurance shall include commercial general liability, and current automotive and worker’s compensation. A certificate of insurance shall be submitted.
9. INDEPENDENT CONSULTANT
(a) Consultant is and shall at all times remain as to the District a wholly independent Consultant. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and
control. Neither District nor any of its officers, employees, or agents shall have control
over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. (b) No employee benefits shall be available to Consultant in connection with the
performance of this Agreement. Except for the fees paid to Consultant as provided in the
Agreement, District shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for District. District shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. In addition to the indemnity provisions in Paragraph 7, Consultant shall
indemnify District for any claims that any officer, agent or employee of Consultant is
eligible for pension or other fringe benefits provided to District’s employees.
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
4
10. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of State and Federal laws and
regulations, which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. The District, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.
11. UNDUE INFLUENCE Consultant declares and warrants that no undue influence or pressure has been
used against or in concert with any officer or employee of the Costa Mesa Sanitary District
in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement or financial inducement. No officer or employee of the Costa Mesa Sanitary District will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in
connection with the award of this Agreement or any work to be conducted as a result of
this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the District to any and all remedies at law or in equity.
12. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of District, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to any project during his/her tenure or for one year thereafter, shall have any interest, direct or indirect,
in any agreement or sub-agreement, or the proceed thereof, for work to be performed in
connection with the project performed under this Agreement. 13. RELEASE OF INFORMATION / CONFLICTS OF INTEREST
(a) All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without District's prior written authorization. Consultant, its officers, employees, agents or subconsultants, shall not without written authorization from the General Manager or unless requested by the
District Counsel, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the District. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives District notice of such court order or subpoena.
(b) Consultant shall promptly notify District should Consultant, its officers, employees, agents or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, requests for admissions, or other discovery request, court order, or subpoena from any person or party
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
5
regarding this Agreement and the work performed thereunder or with respect to any project or property located within the District. District retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar
proceeding. Consultant agrees to cooperate fully with District and to provide the
opportunity to review any response to discovery requests provided by Consultant. However, District's right to review any such response does not imply or mean the right by District to control, direct, or rewrite said response.
14. NOTICES Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express,
which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice:
To District: Costa Mesa Sanitary District 290 Paularino Avenue Costa Mesa, California 92626 Attn: General Manager
To Consultant: Tripepi Smith PO Box 52152 Irvine, CA 92619 Attn: Ryder Todd Smith
15. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the District.
16. LICENSES At all times during the term of this Agreement, Consultant shall have in full force
and effect, all licenses required of it by law for the performance of the services described
in this Agreement. 17. GOVERNING LAW
The District and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
6
this Agreement shall take place in the municipal, superior or federal district court with jurisdiction over the Costa Mesa Sanitary District.
18. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations, and statements, oral or written, are
merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.
19. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants
and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. 20. INTERPRETATION
In the event of conflict or inconsistency between this Agreement and any other document, including any proposal or Exhibit hereto, this Agreement shall control unless a contrary intent is clearly stated.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.
COSTA MESA SANITARY DISTRICT CONSULTANT Tripepi Smith
__________________________ __________________________ General Manager Chief Executive Officer APPROVED AS TO FORM:
__________________________ District Counsel
DocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
10
APPROACH TO SCOPE OF ENGAGEMENT
The following scope of work is being quoted by Tripepi Smith for communications and
outreach work. Please note that we have Spanish speakers on staff and all communication
materials noted below can be produced in both English and Spanish.
Collaboration with Solid Waste Experts
Tripepi Smith has an existing working relationship with Michael Balliet, a waste
management consultant and auditor who has worked in the California solid waste
landscape for over 30 years. Tripepi Smith is prepared to work closely with Michael to
develop a well-informed public education and outreach approach to ensure clients are in
compliance with CalRecycle requirements.
Creation and Updates to SB 1383 Webpage/Website
Tripepi Smith would create a SB 1383 webpage with information about the State
requirements and a preview of the process in the District. Tripepi Smith would update the
website/pages on an ongoing basis with resources for the community, including
information on edible food recovery, property management requirements and program
waivers. If the District chooses to create a dedicated standalone website, Tripepi Smith
would charge a flat fee of $3,750 to set up and host the site, with a $610 annual fee for
hosting.
Social Media Support
Tripepi Smith would create bilingual copy and graphics for two social media posts about
SB 1383 per month over 12 months throughout the engagement. We can boost posts
(paid advertising) on social media to help spread the word about the new program and
requirements.
Print Collateral
Tripepi Smith will design print collateral materials (in English, Spanish and other languages
upon request), to provide necessary information to all stakeholders including hard-to-reach
communities. Well-designed and well-targeted, these materials can provide community
members with the information they need when/where they need it, helping drive effective
behavior change. Collateral pieces may include a flyer, postcard/billing insert, door
hangers, etc.
Press Releases
Tripepi Smith proposes to draft two bilingual press releases throughout the project to
ensure local media aids our efforts to reach District customers (with the option for
additional press releases as needed). Tripepi Smith will identify media contacts, collaborate
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
11
with the District staff to further expand the media list and ensure we reach diverse media.
For key media, Tripepi Smith will follow up with phone calls.
Campaign Branding/Logo
Tripepi Smith understands that the effectiveness of an educational campaign relies the on
the strength of its recognizability and clarity. Our team is available to develop a unifying
brand/logo that will be used on all assets (social media, print materials, webpages, etc.)
developed as part of your SB 1383 campaign. When your residents see these materials in
their social feeds and mailboxes, they’ll know to pay attention.
Animated Video
Tripepi Smith understands the power of a clear, short video in today’s communication
environment, and we propose to develop a brief animated video to explain SB 1383 and
its impact. We can also coordinate advertisement of the video on YouTube.
Public Service Announcement Video Series
Tripepi Smith offers a package of four PSA-style videos promoting behaviors required by
SB 1383. These videos would be available for use on social media, local public access
channels, and other media outlets. Tripepi Smith also offers access to B-roll video footage
related to SB 1383 adoption, such as video showing people properly recycling their
organic waste.
Community Workshop/Event (In-Person or Virtual)
If possible with COVID-19 limitations, Tripepi Smith would coordinate with District staff to
identify venues and dates to host in-person workshops or events on SB 1383. These
workshops could be tailored to share requirements and tips with specific stakeholder
groups, such as businesses, multi-family community members, and single-family residential
areas. Tripepi Smith would devise an agenda, facilitate discussions, document community
feedback, and promote positive engagement around the process.
To focus on school-age children as a particular stakeholder group, Tripepi Smith would
also be able to facilitate an educational event in a school setting whether in a school
assembly or other school-focused outreach event.
Tripepi Smith can facilitate recording the meetings and provide videos, with any relevant
slides interspersed and closed captions. We can also coordinate simultaneous
interpretation with local partners.
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
12
SB 1383 Consulting – Project Management
Tripepi Smith will continue to conduct regular, biweekly check-in calls with the CMSD
communication team to efficiently manage projects and deliver communication products.
The price per month of this project management is $703.
SB 1383 Consulting – Quarterly Communications Planning Meetings
Tripepi Smith will host a 2-hour virtual meeting with staff each quarter to identify
communication opportunities and guide upcoming communication strategies and tactics.
The fee per quarterly meeting is $2,543 inclusive of the pre-planning, meeting and post-
meeting detailed follow up.
Additional Options
TV/Radio Advertising
Tripepi Smith is available to develop and coordinate advertisements on the radio and/or
TV. Our team is experienced in storyboarding, script development, working with voiceover
professionals and other talent, and coordinating with media outlets for ad placement. If
budget allows, we recommend TV/radio advertising of your SB 1383 messaging to have
the greatest possible reach.
Management of Dedicated Email Account
Our team is available to assist in the set-up and/or ongoing management of a dedicated
District email account to handle inquiries regarding SB 1383. A dedicated account
managed by Tripepi Smith can enable streamlined, speedy communications specific to this
issue while alleviating District staff workload.
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
13
ESTIMATED COST OF ENGAGEMENT
The size and related cost of the engagement will vary widely with the breadth of the public
outreach desired by the District and the assignment of work between Tripepi Smith and
District staff. To accommodate for this variability, Tripepi Smith has identified two
approaches to the engagement.
1. Approach One – Time and Materials
Given the high variability of the type of engagement that may be needed by Tripepi Smith,
we could engage with the District on a pure time and materials basis. As such, the cost for
our engagements could range from $3,500 to $30,000 and would be most dependent on
the extent of our work relative to work handled by District staff and the volume of the
education and outreach desired by the District. Tripepi Smith can provide weekly or
monthly updates on the budget use and how it is being spent depending on the nature of
the engagement or project.
Note that given the preliminary analysis required to determine the extent of the education
and outreach needs, our minimum engagement for time and materials approach is $3,500.
We will bill that initial amount at the kickoff of the project and then credit that amount
toward any hourly work for the initial $3,500 in billings. This model addresses the overhead
costs related to startup, preparation and initial project management related to SB 1383
efforts.
During our engagement, the following rates and related fees for services would apply.
2021-22 Hourly Rates Hourly - Ad Hoc Hourly - Retainer
Principal $300 $245
Director $200 $175
Art Director $200 $175
Senior Business Analyst $160 $140
Business Analyst $110 $100
Junior Business Analyst $85 $75
Senior Videographer/Animator $160 $145
Senior Photographer $145 $130
Photographer/Videographer $110 $100
Senior Graphic Designer $145 $130
Graphic Designer $110 $100
Junior Graphic Designer $85 $75
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
14
Web Developer $160 $140
Drone Operator $160 $145
Time at Tripepi Smith is billed in 15-minute increments. See the following examples for
how we invoice our time: 1.25, .75, 4 or 6.5 hours.
If Tripepi Smith is requested to be onsite, we will invoice for travel time at half-rate of the
resource’s Standard Rate.
Sometimes, we have a resource who work across categories of skills. For example, we may
have a videographer who operates a drone. When that person is doing the category of
skill, that skill rate will apply. In this example, a videographer flying a drone is billed at the
drone operator rate.
Other Fees
Because Tripepi Smith offers a broad set of services, including extensive content
production, we have some other content production-related fees that may come up during
the course of our engagement that you should be aware of.
Website Fee
The District can use a page or pages on its own website for this project or it can contract
with Tripepi Smith to build a project specific website (custom domain name/URL, similar
visuals to District website, total directly control by Tripepi Smith). We do this work on a flat
fee basis of $3,750 per site with an annual hosting fee of $610 which includes hosting, SSL
Certificate and a single domain name annual fee. If the District prefers to use its own
website, our work on that site will be handled on a time and materials basis. Content for
the website in two languages is addressed as part of other reengagement options.
Equipment Fees
Tripepi Smith offers some services that require equipment, such as drone operations and
video production. As such, in those cases, the following rates apply:
● $750 for a full day of video equipment use (includes full set of video equipment). Full day is
defined as a shoot lasting more than four hours.
● $450 for a half day of video equipment use. Half day is defined as anything up to four
hours of video production. All such expenses will be authorized by the organization prior to
fee being assessed.
● $500/day drone fee applies and is not inclusive of the drone operator time (drone operator
rate).
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
15
Larger production projects may require additional fees for extensive equipment needs,
multiple cameras, live switchboards and more. These fees will be discussed prior to being
incurred with the District.
Printing Fees
Tripepi Smith is happy to use a printer of the client’s choosing for print production work, or
to recommend a printer with whom we have experience. Tripepi Smith typically has the
printer bill the client directly for work. Tripepi Smith makes no money on print services and
has no economic interest in the selected print vendor other than ensuring quality and fair
pricing for our clients. If Tripepi Smith is asked to pay the bill for the client, we will apply a
10% agency fee to the reimbursement expense.
Media Placement
Purchase fees for advertising media space is not included on Tripepi Smith advertising
proposals. Usually, clients contract directly with media, but in the event Tripepi Smith
covers these fees, then we will charge an additional 10% agency fee on all advertising
charges to compensate for the administrative overhead. (Labor time associated with
researching media placement will be charged on a time & materials basis.)
Digital Advertising Fees
Tripepi Smith is a Google Partner and Constant Contact Solution Provider and has
Facebook Certified staff. We consider digital platforms to be a cornerstone element of any
outreach strategy; often this comes with digital advertising fees. Tripepi Smith typically
uses a client’s credit card to cover such fees, and those fees are impossible to estimate at
this time without our firm being engaged in the work with the team. If a Tripepi Smith
credit card is used to run the advertising campaign, then we will charge an additional 10%
agency fee on all advertising charges to compensate for the administrative overhead.
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
16
2. Approach Two – Fixed-Price Engagement
This approach uses a fixed scope and fee approach to bring more certainty to the cost of
the outreach for the District. Work that evolves beyond the defined scope is addressed on
either an incremental noted fee basis or through time and material work. Such incremental
work would be clearly noted and authorized by the District in writing prior to proceeding.
The Fixed-Price Engagement includes the following:
• Creation and updates to SB 1383 webpage content
• Development of bimonthly bilingual social media graphics/posts for 12 months,
including creation and set-up of 2 ads/boosted posts
• Design of 2 high-quality bilingual mailers (excludes costs of printing/mailing)
• Design of a 1 bilingual flyer or pamphlet explaining kitchen pail use/FAQs (excludes
costs of printing/distribution)
• Animated explainer video in English and Spanish
• Campaign branding/logo including a logo concept/wordmark
• Package of 4 PSA videos (each 30 seconds in length)
• 1 stakeholder workshop
• 1 school-focused assembly/outreach event
• 2 bilingual press releases and corresponding media outreach
• Leadership talking points
SB 1383 Education and Outreach
Package
Price
SB 1383 Education and Outreach -
Fixed-Price Engagement Package
$40,858
SB 1383 Education and Outreach -
Recommended Funds to Print/Mail
2 Mailers
$29,000
SB 1383 Education and Outreach -
Recommended Funds for Social
Media/Online Advertising
(Facebook, YouTube & Google)
$6,800
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
17
Total Price of SB 1383 Education
and Outreach
$76,658
SB 1383 Consulting for
Communications
Price
SB 1383 Consulting –
Communications Project
Management
$8,436
SB 1383 Consulting – Quarterly
Communications Planning
$8,172
Total Price of SB 1383 Consulting
for Communications
$16,608
Add-On Options Price
Dedicated standalone website $3,750 (plus $610 annual hosting
fee)
Each Additional In-Person
Workshop
$2,350*
First/Each Additional Virtual
Workshop
$2,390 / $1,670
Video Recording at In-Person
Meeting
$1,400
Video Recording/Editing of Virtual
Meeting
$400
Access to B-Roll Video Footage $500
Management of a Dedicated SB
1383 Email Account
$587.75/month
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
Costa Mesa Sanitary District / SB 1383 Education & Outreach
18
TV & Radio Ads Time & Materials
Coordinating translations/
interpretations for languages other
than Spanish
Time & Materials
*In-person workshop pricing does not include travel costs.
Payment Schedule and Terms
For ad hoc work, we invoice at the end of each month for that month’s services. Terms are
NET 30 days.
For fixed price project work that spans the 12-month projected duration of this engagement,
we will take the total and divide it into 12 equal increments to be invoiced each month
during the year-long engagement. In this case, the $40,858 Fixed-Price Engagement
Package plus the $16,608 Total Price of SB 1383 Consulting for Communications equals a
combined $57,466, which would lead to $4,789 being invoiced monthly for SB 1383
communications. (This leaves the allotted funding available for printing/mailing and
advertising.)
Any expenses we incur or one-off additional project will invoice upon delivery.
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
COSTA MESA SANITARY DISTRICT
290 Paularino Ave., Costa Mesa, California 92626
(949)645-8400
To: Consultants/Contractors:
PLEASE GIVE THESE REQUIREMENTS TO YOUR INSURANCE AGENT
The Costa Mesa Sanitary District (CMSD) requires certificates of workers’ compensation, general
liability, automobile, and if necessary, professional errors and omissions insurance before you can
begin work for CMSD. All certificates must contain the following:
Workers’ Compensation – Minimum policy limit requirements are $1,000,000 bodily injury by
disease; and $1,000,000 bodily injury each employee for accident or disease per occurrence. If
you have no employees, you must sign a Declaration of Non-employee Status form available
from the District. In lieu of a certificate of insurance, a certificate of Consent to Self-Insure issued
by the California Director of industrial Relations is also acceptable.
General Liability – Minimum policy limit requirement is $1,000,000 combined single limit
coverage with insurance designated “per occurrence.” Insurance must include coverage for
ongoing operations and completed operations. The insurance carrier providing the commercial
general liability policy must have an AM Best Rating of A- or better and be an admitted carrier in
the State of California or an approved Surplus Line Insurer from California Department of
Insurance.
Automobile Liability – Minimum policy limit requirement is $1,000,000 combined single limit
coverage with insurance designated “per occurrence.” The “Any Auto” box must be checked.
Professional Errors and Omissions (if necessary) – Minimum policy limit that is appropriate
to the profession.
Description of Operations – The following wording must be added to the policy: “All operations:
Costa Mesa Sanitary District, their elected and appointed officials, agents, officers, volunteers,
and employees listed as Additional Insured – Pursuant to attached endorsement.”
Change in Coverages – The following wording must be added to the policy by endorsement:
“Said policy shall not terminate, nor shall it be canceled nor the coverage reduced, until thirty (30)
days after written notice is given to the District.”
Excess and Non-contributing – The following wording must be added to the policy by
endorsement: “Any other insurance maintained by the Costa Mesa Sanitary District shall be
excess and non-contributing with the insurance provided by this policy.”
Additional Insured Endorsement – (for General Liability, Automobile only). This must be a
separate attachment naming the District as additional insured. The endorsement must include
the policy number and the wording of the additional insured must be exact, stating: “The Costa
Mesa Sanitary District, its elected and appointed officials, agents, officers, volunteers and
employees are additional insureds.” ISO Form CG 20 12 07 98, or a comparable equivalent must
be used.
Exhibit BDocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801
DocuSign Envelope ID: 3F9A5C26-7EC0-4D73-AA95-454DD6B809BDDocuSign Envelope ID: 34A07282-F720-42DD-8133-78E2A5793801