The URL can be used to link to this page

Home My WebLink AboutReso 47-2022 (22-252) Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 1 of 16 CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF SOUTH SAN FRANCISCO AND Renaissance Entrepreneurship Center THIS AGREEMENT for consulting services is made by and between the City of South San Francisco (“City”) and Renaissance Entrepreneurship Center (“Consultant”) (together sometimes referred to as the “Parties”) as of April 14, 2021 (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, attached hereto and incorporated herein, 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 April 15, 2022, the date of completion specified in Exhibit A, and Consultant shall complete the work described in Exhibit A prior to 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 provided for in Section 8. The Agreement may be extended for additional 12 months, upon mutual agreement by the Parties, and City Council approval if the dollar amount warrants a need for such action. 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 in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession. 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 Sections 1.1 and 1.2 above and to satisfy Consultant’s obligations hereunder. Section 2. COMPENSATION. City hereby agrees to pay Consultant a sum not to exceed $467,000, notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be 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, or Consultant’s compensation schedule attached as Exhibit B, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 2 of 16 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, 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 per month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. 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; At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, 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, as well as a separate notice when the total number of hours of work by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds eight hundred (800) hours, which shall include an estimate of the time necessary to complete the work described in Exhibit A; The amount and purpose of actual expenditures for which reimbursement is sought; The Consultant’s signature. 2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. City shall have no obligation to pay invoices submitted ninety (90) days past the performance of work or incurrence of cost. Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 3 of 16 2.3 Final Payment. City shall pay the last ten percent (10%) of the total sum due pursuant to this Agreement within sixty (60) days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed. 2.4 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. 2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto and incorporated herein as Exhibit B. 2.6 Reimbursable Expenses. The following constitute reimbursable expenses authorized by this Agreement Are specific to the identified budget in Exhbit A – Scope of Work. Expenses not listed above are not chargeable to City. Reimbursable expenses are included in the total amount of compensation provided under Section 2 of this Agreement that shall not be exceeded. 2.7 Payment of Taxes, Tax Withholding. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. To be exempt from tax withholding, Consultant must provide City with a valid California Franchise Tax Board form 590 (“Form 590”), as may be amended and such Form 590 shall be attached hereto and incorporated herein as Exhibit D. Unless Consultant provides City with a valid Form 590 or other valid, written evidence of an exemption or waiver from withholding, City may withhold California taxes from payments to Consultant as required by law. Consultant shall obtain, and maintain on file for three (3) years after the termination of this Agreement, Form 590s (or other written evidence of exemptions or waivers) from all subcontractors. Consultant accepts sole responsibility for withholding taxes from any non- California resident subcontractor and shall submit written documentation of compliance with Consultant’s withholding duty to City upon request. . 2.8 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 in order to verify costs incurred to that date. Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 4 of 16 2.9 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. 2.10 Prevailing Wage. Where applicable, the wages to be paid for a day's work to all classes of laborers, workmen, or mechanics on the work contemplated by this Agreement, shall be not less than the prevailing rate for a day’s work in the same trade or occupation in the locality within the state where the work hereby contemplates to be performed as determined by the Director of Industrial Relations pursuant to the Director’s authority under Labor Code Section 1770, et seq. Each laborer, worker or mechanic employed by Consultant or by any subcontractor shall receive the wages herein provided for. The Consultant shall pay two hundred dollars ($200), or whatever amount may be set by Labor Code Section 1775, as may be amended, per day penalty for each worker paid less than prevailing rate of per diem wages. The difference between the prevailing rate of per diem wages and the wage paid to each worker shall be paid by the Consultant to each worker. An error on the part of an awarding body does not relieve the Consultant from responsibility for payment of the prevailing rate of per diem wages and penalties pursuant to Labor Code Sections 1770 1775. The City will not recognize any claim for additional compensation because of the payment by the Consultant for any wage rate in excess of prevailing wage rate set forth. The possibility of wage increases is one of the elements to be considered by the Consultant. a. Posting of Schedule of Prevailing Wage Rates and Deductions. If the schedule of prevailing wage rates is not attached hereto pursuant to Labor Code Section 1773.2, the Consultant shall post at appropriate conspicuous points at the site of the project a schedule showing all determined prevailing wage rates for the various classes of laborers and mechanics to be engaged in work on the project under this contract and all deductions, if any, required by law to be made from unpaid wages actually earned by the laborers and mechanics so engaged. b. Payroll Records. Each Consultant and subcontractor shall keep an accurate payroll record, showing the name, address, social security number, work week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by the Consultant in connection with the public work. Such records shall be certified and submitted weekly as required by Labor Code Section 1776.” 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 Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 5 of 16 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 beginning any work under 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 Certificates of Insurance, attached hereto and incorporated herein as Exhibit C, indicating that Consultant has obtained or currently maintains insurance that meets the requirements of this section and under forms of insurance satisfactory, in all respects, to the City. 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. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s). 4.1 Workers’ Compensation. 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 ONE MILLION DOLLARS ($1,000,000) per accident. In the alternative, Consultant may rely on a self-insurance program to meet those 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 Labor Code shall be solely in the discretion of the Contract Administrator (as defined in Section 10.9). The insurer, if insurance is provided, or the Consultant, if a program of self- insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement. 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) 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 there from, and damage to property resulting from Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 6 of 16 activities contemplated under this Agreement, including 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 or GL 0002 (most recent editions) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 8 and 9. 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. Any failure of Consultant to comply with reporting provisions of the policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers. 4.3 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 ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals’ errors and omissions. Any deductible or self-insured retention shall not exceed ONE HUNDRED FIFTY THOUSAND DOLLARS $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 five (5) 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 must provide extended reporting coverage for a minimum of five (5) years after completion of the Agreement or the work. The City shall have the right to exercise, at the Consultant’s sole cost and Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 7 of 16 expense, any extended reporting provisions of the policy, if the Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. 4.4 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 policies delivered to Consultant by the insurer, including complete copies of all endorsements attached to those policies. All copies of policies 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 Notice of Reduction in or Cancellation of Coverage. A certified endorsement shall be attached to all insurance obtained pursuant to this Agreement stating that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. In the event that any coverage required by this section is reduced, limited, cancelled, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant’s earliest possible opportunity and in no case later than ten (10) working days after Consultant is notified of the change in coverage. 4.4.4 Additional insured; primary insurance. City and its officers, employees, agents, and volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of activities performed by or on behalf of Consultant, including the insured’s general supervision of Consultant; products and completed operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by the Consultant in the course of providing services pursuant to this Agreement. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or volunteers. A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to the City and its officers, officials, employees and volunteers, and that no insurance or self-insurance maintained by the City shall be called upon to contribute to a loss under the coverage. Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 8 of 16 4.4.5 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the 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. Further, if the Consultant’s insurance policy includes a self-insured retention that must be paid by a named insured as a precondition of the insurer’s liability, or which has the effect of providing that payments of the self-insured retention by others, including additional insureds or insurers do not serve to satisfy the self- insured retention, such provisions must be modified by special endorsement so as to not apply to the additional insured coverage required by this agreement so as to not prevent any of the parties to this agreement from satisfying or paying the self- insured retention required to be paid as a precondition to the insurer’s liability. Additionally, the certificates of insurance must note whether the policy does or does not include any self-insured retention and also must disclose the deductible. During the period covered by this Agreement, only upon the prior express written authorization of Contract Administrator, Consultant may increase such deductibles or self-insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self-insured retention levels with a requirement that Consultant procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. 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. 4.4.7 Wasting Policy. No insurance policy required by Section 4 shall include a “wasting” policy limit. 4.4.8 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms of such insurance are either not commercially available, or that the City’s interests are otherwise fully protected. 4.5 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 are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach: a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 9 of 16 b. 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 c. Terminate this Agreement. Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES. To the fullest extent permitted by law, Consultant shall indemnify, defend with counsel selected by the City, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises wholly from the gross negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Section 6. STATUS OF CONSULTANT. 6.1 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. 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 Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. 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 Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 10 of 16 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. 6.2 Consultant No 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 or to bind City to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governing Law. The laws of the State of California shall govern this Agreement. 7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. 7.3 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. 7.4 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, including from City, of what-so-ever 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. 7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, 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 comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 11 of 16 Section 8. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement for cause 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 date of notice of termination; City, however, may condition payment of such compensation upon Consultant delivering to City all materials described in Section 9.1. 8.2 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. 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties. 8.4 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 assign or 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. 8.5 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. 8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall include, but not be limited to, the following: Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 12 of 16 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. 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 unless required by law. 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 three (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 Section 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 TEN THOUSAND DOLLARS ($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 three (3) years after final payment under the Agreement. 9.4 Records Submitted in Response to an Invitation to Bid or Request for Proposals. All responses to a Request for Proposals (RFP) or invitation to bid issued by the City become Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 13 of 16 the exclusive property of the City. At such time as the City selects a bid, all proposals received become a matter of public record, and shall be regarded as public records, with the exception of those elements in each proposal that are defined by Consultant and plainly marked as “Confidential,” "Business Secret" or “Trade Secret." The City shall not be liable or in any way responsible for the disclosure of any such proposal or portions thereof, if Consultant has not plainly marked it as a "Trade Secret" or "Business Secret," or if disclosure is required under the Public Records Act. Although the California Public Records Act recognizes that certain confidential trade secret information may be protected from disclosure, the City may not be in a position to establish that the information that a prospective bidder submits is a trade secret. If a request is made for information marked "Trade Secret" or "Business Secret," and the requester takes legal action seeking release of the materials it believes does not constitute trade secret information, by submitting a proposal, Consultant agrees to indemnify, defend and hold harmless the City, its agents and employees, from any judgment, fines, penalties, and award of attorneys fees awarded against the City in favor of the party requesting the information, and any and all costs connected with that defense. This obligation to indemnify survives the City's award of the contract. Consultant agrees that this indemnification survives as long as the trade secret information is in the City's possession, which includes a minimum retention period for such documents. Section 10 MISCELLANEOUS PROVISIONS. 10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including arbitration or 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 San Mateo 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 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. Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 14 of 16 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 Sections 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous twelve (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 twelve (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 Government Code §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 Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California. 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. 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. All notices and other communications which are required or may be given under this Agreement shall be in writing and shall be deemed to have been duly given (i) when received if personally delivered; (ii) when received if transmitted by telecopy, if received during normal business hours on a business day (or if not, the next business day after delivery) provided that such facsimile is legible and that at the time such facsimile is sent the sending Party receives written confirmation of receipt; (iii) if sent for next day delivery to a domestic address by recognized overnight delivery service (e.g., Federal Express); and (iv) upon receipt, if sent by certified or registered mail, return receipt requested. In each case notice shall be sent to the respective Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 15 of 16 Parties as follows: Consultant: Renaissance Entrepreneurship Center 275 Fifth Street San Francisco, CA 94103 attn: Sharon Miller, CEO (415) 348-6243 [email protected] City: City of South San Francisco 400 Grand Avenue South San Francisco, CA 94080 Mike Futrell, City Manager (650) 877-8502 [email protected] 10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example. Seal and Signature of Registered Professional with report/design responsibility. 10.12 Integration. This Agreement, including all Exhibits attached hereto, and incorporated herein, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral pertaining to the matters herein. 10.13 Counterparts. This Agreement may be executed in counterparts and/or by facsimile or other electronic means, and when each Party has signed and delivered at least one such counterpart, each counterpart shall be deemed an original, and, when taken together with other signed counterpart, shall constitute one Agreement, which shall be binding upon and effective as to all Parties.. 10.14 Construction. The headings in this Agreement are for the purpose of reference only and shall not limit or otherwise affect any of the terms of this Agreement. The parties have had Consulting Services Agreement between [Rev:11.14.2016] April 14, 2021 City of South San Francisco and Renaissance Entrepreneurship Center Page 16 of 16 an equal opportunity to participate in the drafting of this Agreement; therefore any construction as against the drafting party shall not apply to this Agreement. The Parties have executed this Agreement as of the Effective Date. CITY OF SOUTH SAN FRANCISCO Consultants ____________________________ _____________________________________ City Manager NAME: Sharon Miller TITLE: CEO Attest: _____________________________ City Clerk Approved as to Form: ____________________________ City Attorney 2729962.1 EXHIBIT A SCOPE OF SERVICES Partnership for Business Resource Center (BRC) Project Scope of Work Objective: The North County Business Resource Center (BRC) located in South San Francisco will provide a variety of small business services to support local emerging and established small business owners. Overview The BRC, operated by Renaissance, will help South San Francisco and North County small businesses in the pre-launch, launch and expansion stages to start, rebuild, sustain and scale their operations. From idea feasibility to business planning, launch and growth, access to capital, networks and resources, and the ongoing assistance that growing businesses require, Renaissance will fuel community vitality by empowering individuals to start, rebuild and grow businesses that bring jobs, character, and sustainable economic health to the local economy. The BRC will be equipped to handle in-person classes and events by having all safety protocols in places such as: x During the continued pandemic concerns, staff and participants will be required to wear a mask for their safety and the safety of others. x Reception area will have appropriate safety signs, social distancing signs and sanitation stations. x Classrooms and multi-purpose spaces will be sanitized regularly and will only be used up to the occupancy allowed by the County’s tier allowance. Services to be Delivered The BRC will be a one-stop site providing the training, individual consulting, and access to small business resources and networks in English and Spanish needed by all entrepreneurs that desire to create and grow thriving businesses but are not currently available in North County. We project that the BRC will annually serve 200 emerging and established business owners from South San Francisco and throughout North County including Brisbane, Colma, Daly City, Millbrae, San Bruno, Pacifica, and unincorporated County). We will launch with all program delivery in English and Spanish and will expand services to include programming in Tagalog. Intake: Each client entering the BRC will complete an intake form to provide his/her personal, household and, if in business, business income, status of business, education completed, and other demographic information, along with her/his goals. This baseline information will be used to track client progress and changes in personal or business circumstances as a result of receiving our services. We will track this information using Vista Share, a database designed for the Microenterprise Industry. To evaluate the quality of programs delivered, and the effectiveness of delivery, we will collect evaluation forms at the conclusion of all classes and workshops. We then review these forms to see where we are succeeding and where we may need to make adjustments. Business Assessment: Each emerging (start-up) or established small business owner entering the BRC will meet with Renaissance staff and/or consultants who will conduct a client intake, and provide an introduction and overview of the services offered. The staff person or consultant will then conduct a business assessment (for existing business owners) and prepare a customized outline of the most appropriate services to meet each client’s needs. Programs will include: Training Classes (multi-session) x 4 - Start Smart (12 hour introductory class) x 2 - Business Preparation (30 hour business planning class) x 2 - Business of Food Trucks x 2- Business of Childcare in collaboration with 4Cs of San Mateo County Workshops (stand alone trainings on business topics)including for example: x 6 - Financial Projections x 6 - Business Credit x 10 - Small Businesses Marketing x 10 - Digital Technology workshops x 10 - Small business impact workshops x Greening Your Business Individual Technical Assistance - will be delivered by subject matter and industry specific experts x One-on-one customized technical assistance will help businesses start, scale, rebuild and grow x Real Estate Support - lease review and negotiations, and outreach to local landlords to help fill commercial vacancies Access to Capital Loan packaging and Introduction to Capital Resources Providers (including for example, non profit loan funds, local banks, government programs etc.) to help businesses secure the resources they need for startup and growth. Technology Training and Advancement x Website Development x Social Media, etc. x Online Payment Processing x E-Commerce x SEO, etc. Special Programs for Women x Women’s Empowerment- (a 4-week business readiness and empowerment class) x Coffee and Connections - (networking event) x Women Mean Business - (a speaker services and networking event) Networking Events In addition to the Women’s Networking Events above, Renaissance will plan and promote industry-relevant networking and other events to enable small business owners to engage with other like-minded and motivated entrepreneurs, build partnerships and connections, and support each other to take their business to the next level and lead to their mutual success. These networking events will be online during the County’s COVID restrictions and when allowed, in-person at the BRC. Pop Up Events In addition, in concert with our Food truck business curriculum, we will host Food Truck Fiesta Nights where the food truck businesses we support can engage the community of South San Francisco and develop new customer relationships. Outreach Renaissance will immediately begin to recruit a BRC Manager who will focus on outreach, program implementation and program delivery at the BRC both online and in-person. The BRC Manager will be bilingual and familiar with the landscape of small businesses in South San Francisco specifically and throughout North County including Brisbane, Daly City, Millbrae, San Bruno, Pacifica and Unincorporated Mid-Coast. Renaissance’s BRC Manager and team members will work in partnership with government agencies and non profit organizations to contact South San Francisco and North County businesses by email, phone and text, utilize social media using Facebook, LinkedIn Pages and Supervisors’ newsletters, and place “in-person” posting of information at key locations throughout South San Francisco, including City Hall, Churches ESL Programs and local businesses. We will access City business license databases (if possible) to connect with existing business owners, reach out to agencies that have provided relief services to introduce their clients to the BRC, and request opportunities to include information on the BRC in utility bills or other mailings to the public. We will also use English and Spanish language television, radio and print media and conduct outreach through our network of current and graduate businesses and promote the BRC on our website which provides information on our programs in English and Spanish, including course descriptions, a schedule of classes and intake forms. Program Delivery Services will initially be launched virtually in English, Spanish and Tagalog. When it is possible to do so, we will transition to a hybrid model of services. Online services (virtual) allow us to serve small business owners who may find it difficult to participate in in-person classes and technical support sessions due to the time demands of starting, operating and growing their businesses, as well as child or elder care or other family needs. In-person services allow small business owners to enter the facility, engage with others and take full advantage of the wide array of services and resources available to support them in launching and growing their businesses. Through this hybrid model, emerging and established small business owners will be able to build their skills and confidence, and develop networks and community with other small business owners that virtual services alone may not fully allow. Metrics/Reporting Renaissance uses an intake form that captures, but is not limited to, the following information: x Client resident name and address x Client ethnicity x Client business name and business address x Client personal income information x Client business income information x Stage of business and years in business Intake information is input into VistaShare, our outcome tracker database, which Renaissance uses to securely manage client data, client activities and reporting. . Renaissance proposes a monthly or quarterly meeting with South San Francisco and San Mateo County stakeholders to review strategic goals and measure them against current progress. Timeline: Phase 1: (July - September 2021) A. Outreach Renaissance will work with and build upon our relationships with local and county economic development staff, community development agencies, and faith based organizations to assist us in introducing emerging and established entrepreneurs to the wide range of assistance available to them. B. Virtual Classes/Workshops Renaissance will launch the program with online training, consulting and networking and when possible, on-site at partner organizations. Phase 2 (October - December 2021) A. In-person Classes/Workshops & Networking Events As construction is complete on the BRC facilities, Renaissance will add in- person classes, consultants and events in addition to continuing our online services. B. Small business and Community Partner space We will rollout office/cubicle/open work space to early stage and emerging businesses that will provide onsite business development, furnished office cubicles, access to meeting rooms, internet access, office equipment (photocopier/printer, telephone service). C. Business Plan Renaissance will work in partnership with South San Francisco and JobTrain to develop a business plan for a long-term strategy to create the BRC/Economic Mobility Center as a long-term community serving resource hub for small business owners and employees. EXHIBIT B Partnership for Business Resource Center (BRC) One Year Project Budget Budget Detail Phase 1 Start-Up Personnel (includes benefit @ 24%) $194,000 Hire new BRC manager and leverage existing staff Contractual Consultants/Instructor $24,000 Training, consulting and marketing support Outreach/Marketing $4,800 Radio and print ads Program Materials, Supplies and Technology $5,000 Subtotal Phase 1 $227,800 Phase 2 Hybrid Personnel $184,000 BRC manager and existing staff Contractual Instructors/Consultants Front Desk Support $42,000 Includes Front Desk Support Outreach/Marketing $9,600 Radio and print ads Program Materials and Office Supplies $3,600 Subtotal Phase 2 $239,200 Total $467,000 EXHIBIT B COMPENSATION SCHEDULE EXHIBIT C INSURANCE CERTIFICATES ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED? INSR ADDL SUBRLTR INSD WVD PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext): E-MAILADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH-STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 2/5/2021 License # 0827761 (831) 427-5224 1018 (831) 824-5051 16691 Renaissance Entrepreneurship Center 275 5th Street San Francisco, CA 94103 11512 A 1,000,000 X 2/1/2021 2/1/2022 100,000 5,000 1,000,000 2,000,000 2,000,000 1,000,000A 2/1/2021 2/1/2022 1,000,000A UMB 380-35-86-00 2/1/2021 2/1/2022 1,000,000 B EIG4709529-00 2/1/2021 2/1/2022 1,000,000 1,000,000 1,000,000 Certificate Holder is an Additional Insured as respects to Liability arising out of the Named Insured's operations. Coverage is afforded per the attached endorsement form. City of South San Francisco 400 Grand Avenue South San Francisco, CA 94080 RENAENT-01 KCOVENS CalNonprofits Insurance ServicesPO Box 640 Capitola, CA 95010 Katie Covens [email protected] Great American Insurance Company Employers Compensation Insurance Aggregate X X X X XX XX &,7<2)6287+6$1)5$1&,6&2 *5$1'$9(18( 6287+6$1)5$1&,6&2&$ City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:21-266 Agenda Date:4/14/2021 Version:1 Item #:11a. Resolution approving the appropriation of funding for the Economic Mobility Resource Hub, professional services agreements with Renaissance Entrepreneurship Center and JobTrain, and accepting a contribution from Lane Partners for the new Economic Mobility Resource Hub in South San Francisco. WHEREAS, on February 23, 2021, the City Council held a study session to explore and discuss two Economic Mobility initiatives: a Partnership for Workforce Development and a Small Business and Entrepreneurship Center in South San Francisco; and WHEREAS, the City Council directed staff to proceed with continuing to implement both programs; and WHEREAS, the City solicited qualified partners to help implement the two Economic Mobility initiatives through a Request for Qualifications (RFQ) process which concluded on March 3, 2021; and WHEREAS, JobTrain was ranked as the most qualified partner to implement the workforce development component, and Renaissance Entrepreneurship Center (Renaissance) was ranked as the most qualified partner to implement the small business resource and entrepreneurship component; and WHEREAS, on March 9, 2021, the San Mateo County Board of Supervisors approved $200,000 for a North County Small Business and Entrepreneurship Resource Center; and WHEREAS, at the Board’s meeting, County staff proposed this Center be located in South San Francisco; and WHEREAS, a Memorandum of Understanding (MOU) between the County and City was subsequently approved by the Board of Supervisors on March 23, 2021, and at the City Council on March 24, 2021; and WHEREAS, on March 26, 2021, real estate developer, Lane Partners LLC, contacted the City to offer a private contribution to these initiatives in the amount of $10,000; and WHEREAS, on March 30, 2021, City Council held a study session on the American Rescue Plan Act of 2021 (American Rescue Plan) which provides the City $12.3 million, payable half in 2021, and half in 2022; and WHEREAS, while the City Council wishes to appropriate General Fund dollars for the Economic Mobility City of South San Francisco Printed on 4/15/2021Page 1 of 2 powered by Legistar™ File #:21-266 Agenda Date:4/14/2021 Version:1 Item #:11a. Hub, it is with the understanding that the City will be receiving this allotment of ARP funds to offset this appropriation; and WHEREAS, scopes of work with JobTrain and Renaissance have been negotiated for the first year of operations; and WHEREAS, staff anticipates the first year of lease payments and tenant improvements to cost roughly $200,000 to $300,000; and WHEREAS, staff anticipate the initial appropriation of $2 million will support at least two years of operations of the Economic Mobility Resource Hub. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of South San Francisco that the City Council hereby takes the following actions: 1. The foregoing recitals are true and correct and incorporated herein as part of this Resolution; and 2. Appropriates up to $2 million from the City’s General Fund to support the operations of the Economic Mobility Resource Hub; and 3. Approves a professional services agreement JobTrain for $403,916 for the first year of services for a new workforce development program in South San Francisco, incorporated herein as Exhibit A; and 4. Approves a professional services agreement with Renaissance Entrepreneurship Center for $467,000 for the first year of services for a new small business and entrepreneurship assistance program in South San Francisco, incorporated herein as Exhibit B; and 5. Accepts a private contribution of $10,000 from Lane Partners, LLC to be allocated to the initiatives; and 6. Authorizes the Finance Director to take all necessary budgetary actions to carry out the intent of this Resolution, which may straddle appropriations across multiple fiscal years; and 7. Authorizes the City Manager to take any other related actions necessary to carry out the intent of this Resolution. ***** City of South San Francisco Printed on 4/15/2021Page 2 of 2 powered by Legistar™ FIRST AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF SOUTH SAN FRANCISCO AND JOBTRAIN THIS FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT is made at South San Francisco, California, as of April 14, 2022 by and between THE CITY OF SOUTH SAN FRANCISCO (“City”), and JobTrain (“Contractor”), (sometimes referred together as the “Parties”) who agree as follows: RECITALS A. On April 14, 2021, City and Contractor entered that certain Professional Services Agreement (“Agreement”) whereby Contractor agreed to provide workforce development support services in South San Francisco. A true and correct copy of the Agreement and its exhibits is attached as Exhibit A to the Resolution. B.City and Contractor now desire to amend the Agreement. NOW, THEREFORE, for and in consideration of the promises and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, City and Contractor hereby agree as follows: 1.All terms which are defined in the Agreement shall have the same meaning when used in this Amendment, unless specifically provided herein to the contrary. 2.Section 1: Term. The term of the First Amendment shall expire on April 14, 2023. 3.Section 2: Compensation. Section 2 of the Agreement shall be amended such that the City agrees to pay Contractor a sum not to exceed $469,200, for the second year of services. Contractor agrees this is the City’s total contribution for payment of costs under the Agreement unless additional payments are authorized in accordance with the terms of the Agreement and said terms of payment are mutually agreed to by and between the parties in writing. 4. Scope of Services. The Scope of services is amended and attached as Exhibit B to this Amendment, referenced as the second year of services. All other terms, conditions and provisions in the Agreement remain in full force and effect. If there is a conflict between the terms of this Amendment and the Agreement, the terms of the Agreement will control unless specifically modified by this Amendment. [SIGNATURES ON THE FOLLOWING PAGE] Dated: CITY OF SOUTH SAN FRANCISCO CONTRACTOR By: By: City Manager Approved as to Form: By: City Attorney 1 Ernesto Lucero City of South San Francisco 400 Grand Ave South San Francisco, CA 94080 From: JobTrain Contact: Barrie Hathaway Email: [email protected] RE: Economic Advancement Center – Partnership for Workforce Development Dear Ernesto: JobTrain is pleased to continue our work into the second year of our partnership with the City of South San Francisco. This year it is our plan to widen and deepen the rapid employment services, career training, and supportive services provided from the Economic Advancement Center. Our first year brought wonderful results, which are still improving each day, including reaching 85% of our enrollment goal, 50% of our rapid employment goals and providing over 200 services in just the first ¾ of our first year. We have also learned several facts through our research that will drive and guide our scope of work for FY23. Educational attainment is lower in South City compared to the greater San Mateo County. High school diploma attainment rate has decreased in recent years. Jobs in Manufacturing, Wholesale Trade, Transportation and Warehousing, and Professional, Scientific, and Technical Services make up a significantly larger proportion of the city’s industry mix compared to the rest of San Mateo County and the national average. 41 percent of the city’s residents work in occupations that are typically associated with lower wages (administrative support, production, transportation, and nonprofessional service occupations such as personal services, building and grounds cleaning and maintenance, and protective services) This scope of work aligns with the implementation of the long-term workforce development strategy we developed through input from the community, employers, and the city’s project team. JobTrain’s goal is to set the course for a long-standing partnership that will reduce unemployment and increase the economic well-being of South San Francisco residents. Barrie Hathaway, CEO 2 EXHIBIT B Partnership for Workforce Development Project Scope of Work JobTrain officially started seeing clients July 1. The first 2 ½ months were spend identifying a temporary location to provide programs and services and hiring our South San Francisco team. To date, JobTrain has served 87 South San Francisco residents in a rapid response mode focused largely on rapid employment and supportive services, job placement, provided access to JobTrain’s programs, services and career training through our Menlo Park location. We have to date, conducted 3 cohorts of Transportation, Distribution and Logistics pre-apprenticeship training at our South San Francisco office located in the Economic Advancement Center at 366 Grand Avenue. Workforce Development Strategy (Implementation) Working with South San Francisco’s Economic and Community Development Department (ECDD), JobTrain began developing workforce strategies and priorities for training and preparing unemployed and underemployed residents for employment during the economic recovery from COVID19. This strategy aligns workforce and training programs and services with the workforce needs now and in the future. In crafting this strategy, JobTrain engaged in several local stakeholder meetings, discussions with business leaders, reviewed prior economic development and other planning documents, conducted in- depth economic and trend analysis, and demographic profile of the city. Trend analysis and budgetary data analyses informed the development of a strength, weakness, opportunity, and threat (SWOT) analysis conducted with the city’s ECDD. This workforce development strategy is meant to be flexible and adjustable based on feedback from the community and outcome attainment. In December 2021, a draft of the strategy was submitted to the city. The 3-year strategy will be revisited and adjusted on a semi-annual basis during this three-year period. As new workforce data, trends, emerging industries, and employer skills need change, so too will the workforce development strategy. Our performance metrics will include enrollment in job readiness services and rapid employment services, enrollments in short-term skills upgrade trainings, completion of career pathway trainings, job placement, average wages and employer engagement. FY22 Program Outcomes JobTrain began delivering remote services July 1,2021 and opened a temporary Career Center location at the Magnolia Senior Center. To date, JobTrain has provided 87 clients with rapid employment and job readiness services, skills upgrade workshops, supportive services, job placement and job retention services. Our target goal of residents served in FY22 is 100. Currently, we have assisted and supported 28 residents find employment; and 9 enroll and complete career pathway and skills upgrade training. The average wage for those who have secured employment is $22.70. The residents seeking job search and career training services come from various cultural backgrounds and work experiences with a considerable number of individuals facing multiple barriers to employment, including limited English proficiency, not having work authorization in the US, and low levels of educational attainment relative to the workforce needs of growing industries of the area, especially in Healthcare, Biotechnology, and Information industries. JobTrain has secured funding to launch its first South San Francisco career pathway training in the Health Care field. Based on national and county-wide data from the healthcare sector, medical assistants are an in-demand occupation needed in small medical offices, hospitals, and clinics. We will launch this career pathway training in late spring or early summer 2022. 3 Services Provided to South San Francisco Residents Skills assessment, evaluation, and support in upgrading basic job skills: Every new client is provided an orientation to the programs and services we offer at our career centers. The orientation is the beginning of our Employment Service Plan (ISP). During this engagement, we are assessing the client’s employment and/or training preference, education or skills gaps, self- efficacy, and other barriers they have that could prevent them from achieving their goals. We use the CASAS and Wonderlick tests to inform us of the client’s current education levels in reading and numeracy. We offer skills upgrade classes (reading and math tutoring, GED, or High School Equivalency) to improve their skills to make them more marketable to employers. The ISP allows for transparency and a roadmap to what is agreed to by the client and their case manager and strategies on which to proceed. Orientation and Case Management access to Career EDGE: Case managers orientation to our programs and services includes information to our online platform of services. Clients are given a tutorial on the classes and workshops that are conducted by JobTrain staff—workshops e.g., interview preparation, zoom online interviewing etiquette, how to respond to difficult questions (incarceration, gaps in employment history). We provide access to Career EDGE—our online workforce development platform that allow clients to access the platform from their PC, laptop, iPad, or cellphone. On Career EDGE, case managers as a part of the client’s orientation/ISP development can assign modules to get their clients work ready. Modules include interview simulator, resume simulator, job search strategies, a personal portal to store badges, resumes and cover letters and the ability for employers to search resumes for candidates, and schedule virtual interviews—all done on the online platform. Occupational/Work Readiness Assessments: JobTrain’s assessment establishes a threshold for essential skills and personal readiness for clients ready to move into competitive employment. The assessments discover how clients would react in each scenario, what they think is the most appropriate response to a particular set of circumstances, and their own on-the-job ethics and priorities. This assessment is a part of the clients Individual Service Plan (ISP). However, this assessment may not be needed for clients who have had a solid employment history and are just looking to find a better job. Career Coaching: Our career coach/advisors work with clients to understand their career aspirations and advises them on the education and experience needed to attain that career. If one of our clients does not know what career they are interested in, the advisor may give the person a career interest test or career aptitude test to help with the discovery process . Work Readiness Workshops/Activities (group and 1:1): Our workplace readiness traits describe several commonly expected skills that employers seek from most employees. Work readiness skills are a set of skills and behaviors that are necessary for any job. These activities and workshops help our clients learn how to interact with supervisors and co-workers. They help reinforce the importance of timeliness and build an understanding of how our clients are perceived by others. Employers value employees who can communicate effectively and act 4 professionally. No matter what technical skills a job may require, every job requires good social skills/interpersonal skills. Job Development: JobTrain Career Developers help students gain job skills during and after training, including providing resume assistance, mock interview skills and essential skills (soft skills) trainings. Career Developers also follow-up with graduates after graduation, to provide additional supports and guidance of career advancement. Job Placement: JobTrain Career Developers help individuals find a career path that has opportunity for advancement. For graduates of our full-time Career Trainings, clients are placed in jobs in Healthcare, Culinary Arts, IT Support, and the Building Trades. In FY20, 80% of graduates were placed in a job with an average wage of almost $22 per hour. For clients who need rapid employment, JobTrain staff connect provide individuals with job readiness services and place in employment matched to their skills. Career Training: JobTrain full-time (11 weeks) Career Trainings are: Building Maintenance; Certified Nursing Assistant; Culinary Arts; IT Service & Support Training; Medical Assistant; and Project Build: Carpenters Pre-Apprenticeship. Essential Skills are embedded in Career Trainings, on topics such as goal setting, conflict resolution, and how to work in teams. Until we identify specific career training programs for South San Francisco, JobTrain will provide access to these programs in Menlo Park. Program Design and Maintenance/Improvements Employer Panels: JobTrain has Technical Advisory Committee’s (TAC) that are a part of our employer engagement strategy. The TAC advises us on trends in industries, current and future skill required in their sectors, and employers who hire our clients or have the capacity to hire our clients. These employers from large and small business help and inform our program components and guide our implementation and growth. From these groups we: engage with employers who offer real-time perspective on employment trends, challenges and opportunities; build relationships with their companies so that we can increase hiring from our client pool; create a dialog with business/employer partners that may provide us with an opportunity to influence their hiring decisions such as working with us on solutions for employing our undocumented clients; better understand their hiring needs and open the possibility of JobTrain creating custom rapid-employment training programs-- providing this service to the employer and enhancing job opportunities for our clients; and, build partnerships with employers which allows us to focus on developing job opportunities as well as helping clients to advance in their companies. Our rapid employment mantra is: Get a Job, Get a Better Job, Get a Career. Securing Funding: JobTrain has secured a grant from the California Workforce Development Board with the support of State Senator Josh Becker which will be allocated to our workforce development activities in South San Francisco. We have applied for and received $200,000 in state Workforce Accelerator Grants, and have several grants being process to secure additional 5 funds for our work. These sources include Employment Training Panel (ETP), and tuition reimbursement through WDB/ETPL sources, among others. JobTrain Staff The primary point of contact for this project will be JobTrain’s Regional Director, Julia Horiuchi. Julia has led the operation first at the Magnolia Senior Center and the move into the Economic Advancement Center. Barrie Hathaway, JobTrain’s President, and CEO leads the strategic direction with the project team--keeping an eye on the big picture of our work in South San Francisco, and how that work can spark a regional workforce development strategy that aligns and complements the workforce efforts in other cities in North San Mateo County. Barrie is a seasoned and passionate leader in the field of economic and workforce development and has built a career advising the field. Art Taylor, Chief Strategy Officer, led JobTrain’s expansion into South San Francisco. Art directs and guides the team with the community outreach strategy, collects and reviews archive plans and documents, the collection of data, analytics and serves as the chief liaison with the city officials. Art works with our impact and evaluation team as they gather demographics, local and regional workforce and economic trends, projections, and business sector performance data. Art supports the project team, with expertise in program design and development, strategy, and project planning. Julia Horiuchi, Regional Director manages the implementation of the business and stakeholder engagement strategy, lead the operation of the new Career Center, and guides any adjustments or shifts in the strategy where needed. With her team of Employment Specialist, Julia will take her experience as a fortune 400 recruiter and together they will work with residents who need skills upgrades, work readiness activities, career training, job search strategies and job placement through our rapid employment model. Lisa Kulka, Research, and Impact Manager is an integral part of the project team. Lisa is responsible for the management and coordination of internal and external research. With an eye towards impact, Lisa keeps an eye on the big picture and when the data and research analysis requires a shift in direction, she provides skillful counsel with real-time information which can influence the strategy used and activities performed to provide this workforce development strategy. Amanda See, Employment Specialist is responsible for direct program delivery to individuals seeking job readiness coaching and rapid employment resources in Spanish and English. The Career Center benefits from her past work in Human Resources with the City of Redwood City and her experience designing and delivering workforce development programs in King County. Walter Manuofetoa, Employment Specialist and longest tenured JobTrain employee is responsible for direct program delivery including rapid employment services, job placement and career coaching. Walter’s community orientation, being born and raised in north San Mateo County, and his previous work with the Peninsula Conflict Resolution Center make him an asset to the Career Center’s operations. 6 Summary of Activities and Outcomes Projected for FY23 The project activities in year 1 were aggressive due to the current economic climate and our collective sense of urgency. In year 2 you will see our plan to maintain an aggressive approach to this work as identified in the 3-year Workforce Development Strategy we drafted. (The strategy is working its way through the city’s Community Economic Development Division for final approval process). With the additional resources we have secured, we will expand our staffing to accommodate the increased number of residents served and the enhanced activities, programs and services offered. FY 23 Project Budget Summary The project budget (see Exhibit B) necessitates the hiring of one a front desk Receptionist and one additional Employment Specialist/Supportive Service staff person to assist with the increased number of residents we project to serve, and to work with residents needing support services with e.g., securing identification, work attire, starter tools, transportation support, test certifications and tuition. In addition, we will offer a healthcare career pathway training (Medical Assistant) for residents which will require that we hire an instructor and a career counselor. The capacity of the Medical Assistant class will be 20 per cohort and, once established, will offer 4 cohorts per year. We will increase our number of clients served by 25 and continue delivering customized one on one employment counselling and job placement services. With the addition of JobTrain’s online career portal, Career Edge, we will continue to enroll more clients who are comfortable with low-touch engagement while they focus on online training and resources. The budget for FY23 assumes the city will maintain its current level of funding at $403,917. Funds totaling $65,284 not used in FY22 due to a delay in finding a temporary location and the hiring of staff will roll over to this scope’s budget. We will: Add new (1) Front Desk Receptionist for the Economic Advancement Center Add new (1) Employment Specialist/Supportive Service Counselor Add new (1) Medical Assistant career pathway training to our service offerings at a cost of $260,000 dollars a year [4 cohorts]. The cost of the training will be covered by funding JobTrain received from the California Workforce Development Board. [staff required (1) instructor and (1) career pathway counselor] Add 3 – 4 cohorts of Transportation, Distribution and Logistics Pre-apprenticeship training—cost covered by JobTrain securing $200,000 State Workforce Accelerator Grants. Add $50,000 in leveraged value (cost covered by JobTrain’s existing programs) for career training for up to 10 South San Francisco clients at JobTrain’s Menlo Park headquarters in any of our six career pathway training programs. (Current training pathways include Medical Assistant, Certified Nursing Assistant, Information Technology, Carpenter’s Pre-apprenticeship, Building Maintenance, and Culinary Arts.) 7 Partnership for Workforce Development Project Budget City of South San Francisco April 2022 – April 2023 Budget Detail Start-Up Personnel (Program Support) $74,333 (1) New Reception Operational Costs $3,750 Marketing $5,800 Collateral, Publications, Social Media, Partner Outreach Supplies $2,667 Subtotal $86,550 Rapid Response Program Ops Personnel $359,400 Direct staff: Program Director, Employment Specialists Operational Costs $10,750 Direct Staff Technology and Office Supplies Client Supports $15,000 Direct supports for clients (e.g. travel vouchers, training tuition, certification) Subtotal $382,650 Client Supports $65,284 TOTAL $469,200 South San Francisco Contribution FIRST AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF SOUTH SAN FRANCISCO AND RENAISSANCE ENTREPRENEURSHIP CENTER THIS FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT is made at South San Francisco, California, as of April 14, 2022 by and between THE CITY OF SOUTH SAN FRANCISCO (“City”), and Renaissance Entrepreneurship Center (“Renaissance or “Contractor”), (sometimes referred together as the “Parties”) who agree as follows: RECITALS A. 1. On April 14, 2021, City and Contractor entered that certain Professional Services Agreement (“Agreement”) whereby Contractor agreed to provide small business and entrepreneurship support services in South San Francisco. A true and correct copy of the Agreement and its exhibits is attached as Exhibit A attached to the Resolution. 2. On March 23, 2021, City and San Mateo County executed a Memorandum of Understanding (“MOU”) to memorialize the expanded services to North San Mateo County, which included the cities of Brisbane, San Bruno, Pacifica, Millbrae, Daly City, and Colma. The MOU included a $200,000 contribution from San Mateo County in accordance with the MOU. The MOU expired on March 23, 2022. Funding to continue support services to North San Mateo County is now inclusive in this First Amendment, and is financially supported by federal grant funding from the U.S. Economic Development Administration (“EDA”). B. City and Contractor now desire to amend the Agreement. NOW, THEREFORE, for and in consideration of the promises and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, City and Contractor hereby agree as follows: 1. All terms which are defined in the Agreement shall have the same meaning when used in this Amendment, unless specifically provided herein to the contrary. 2. Section 1: Term. The term of the First Amendment shall expire on April 14, 2023. 3. Section 2: Compensation. Section 2 of the Agreement shall be amended such that the City agrees to pay Contractor a sum not to exceed $568,128, for the second year of services. Contractor agrees this is the City’s total contribution for payment of costs under the Agreement unless additional payments are authorized in accordance with the terms of the Agreement and said terms of payment are mutually agreed to by and between the parties in writing. 4. Scope of Services. The Scope of services is amended and attached as Exhibit B to this Amendment, referenced as the second year of services. All other terms, conditions and provisions in the Agreement remain in full force and effect. If there is a conflict between the terms of this Amendment and the Agreement, the terms of the Agreement will control unless specifically modified by this Amendment. [SIGNATURES ON THE FOLLOWING PAGE] Dated: CITY OF SOUTH SAN FRANCISCO CONTRACTOR By: By: City Manager Approved as to Form: By: City Attorney RE: North County Business Resource Center Dear Ernesto, Renaissance Entrepreneurship Center (Renaissance) looks forward to bringing our expertise and experience to enhance small business support and entrepreneurship resources for community members in South San Francisco and throughout San Mateo County, in a post- COVID economy. Renaissance transforms lives and communities through entrepreneurship. We deliver English- and Spanish-language entrepreneurship training and support services - from idea feasibility to business planning, launch, sustainability and growth. Our services include comprehensive small business training classes and workshops, technology training, legal and tax assistance, consulting, business incubation, and access to the capital, resources, markets, and networks all entrepreneurs need to succeed. All these services are currently available online and will be offered in-person when allowed. Renaissance was launched in San Francisco in 1985 with small business planning classes and has grown into a regional organization serving over 2,000 Bay Area residents each year through our Centers in East Palo Alto serving San Mateo and Santa Clara Counties, Bayview Hunters Point and South of Market in San Francisco, and Richmond serving Contra Costa and Alameda Counties. To date, we have served over 32,000 Bay Area residents who have started and grown more than 12,000 businesses. We operate three small business incubators in South of Market, San Francisco, Bayview Hunters Point, San Francisco and East Palo Alto, hosting 60 small businesses and community-serving non profit organizations, with onsite business support services. In 2020, in response to the surge in demand for small business support, Renaissance served 3081 aspiring and existing entrepreneurs, helping them to launch, rebuild, and grow sustainable businesses. We moved our programs and services online and added support to help businesses pivot their operations to enable them to operate in the COVID economy, increased our technology training to ensure all businesses were able to operate in the digital economy (services included for example: website development, online sales and payment processing, social media marketing etc.) and expanded our financial technical assistance and access to capital services, helping clients to secure over $18.5M in capital from government programs, corporations, nonprofit lenders and private sources. Following are the scope of services we believe will accelerate emerging and established small business owners to start, rebuild and grow their operations and in so doing, fuel the local economy. We look forward to working with you. If you have any questions or would like further information, please contact either one of us at your convenience. Sincerely yours, Sharon Miller Timothy Russell CEO Program Director [email protected] [email protected] EXHIBIT B Partnership for Business Resource Center (BRC) Project Scope of Work Objective: The North County Business Resource Center (BRC) located at the Economic Advancement Center in South San Francisco will provide a variety of small business services to support local emerging and established small business owners. Overview Fueling community rebuilding, the City of South San Francisco and Renaissance Entrepreneurship Center will inaugurate a North County Business Resource Center (BRC) in late 2021. This BRC will provide a menu of small business services supporting local emerging and established small business owners in the North County area of San Mateo County. The County has also invested in the success of the BRC with seed funding in 2021. Over a two-year period the economic impact of the project will be demonstrated by more than 400 lower-income, minority-owned and women-owned emerging and established business owners (200 individualentrepreneurs per year) who will be able to reestablish their operations and rebuild their revenues. Renaissance’s long-range data shows that each business served generates an estimated average of $114,000 in revenues one year after receiving services. Among the 400 businesses to be served that equates to $43.7 million circulating throughout the local economy. Not only are these overwhelmingly small minority- and women-owned businesses that will be served, but they also represent industries in our economy (food service, childcare etc) that allow the rest of the economy to flourish. This investment generates approximately 1,120 jobs or 2.8 per business including the business owner herself and is a win for individuals, families, and the regional economy as a whole. These services will target businesses at various levels of operation: pre-launch, launch and expansion, as well as rebuilding, reimagining, or scaling operations. Entrepreneurs and small business owners will gain access to training classes and workshops, technology instruction, legal and tax assistance, one-on-one consulting, access to capital, resources, and networking opportunities. Among those North County small businesses that have been most adversely impacted by the COVID-19 crisis, the BRC services will help them adjust to the new business climate. Many will work to pivot their business models, build capacity and resilience, recover their business operations, and enhance their abilities to participate in the digital economy. This one-stop assistance center will be centrally located to serve the cities of South San Francisco, San Bruno, Millbrae, Brisbane, Daly City, Colma, Pacifica, and unincorporated areas of the county. Ultimately this BRC will bring jobs, character, and sustainable economic health to the local economy – as well as equity – to the less affluent areas of County of San Mateo. The BRC will target small businesses with 50 or fewer full-time employees or less than $5M in revenues. In practice approximately half of the entrepreneurs will have 10 or fewer full-time employees or less than $2.5M in annual revenues. All businesses served will have a primary office, storefront, or business space located in North County or ownership by a North County resident. Many of these businesses are “mom and pop shops” that have brought ingenuity and vitality to our communities, but suffered badly from business restrictions during the pandemic and are struggling to return to pre-pandemic revenues. We know that certain challenges are prevalent. Many businesses are owned by people with limited access to technology. While most own a cell phone, it is difficult to attend a workshop or develop a spreadsheet on a phone. Others need to develop e-commerce – and quickly. Some need assistance understanding the fluctuating real estate market and opportunities to reduce costs or expand operations. Each entrepreneur can count on targeted technical assistance to meet their needs. Intake: Each client entering the BRC will complete an intake form to provide his/her personal, household and, if in business, business income, status of business, education completed, and other demographic information, along with her/his goals. This baseline information will be used to track client progress and changes in personal or business circumstances as a result of receiving our services. We will track this information using VistaShare, a database designed for the Microenterprise Industry. To evaluate the quality of programs delivered, and the effectiveness of delivery, we will collect evaluation forms at the conclusion of all classes and workshops. We then review these forms to see where we are succeeding and where we may need to make adjustments. Business Assessment: Each emerging(start-up) or established small business owner entering the BRC will meet with Renaissance staff and/or consultants who will conduct a client intake, and provide an introduction and overview of the services offered. The staff person or consultant will then conduct a business assessment (for existing business owners) and prepare a customized outline of the most appropriate services to meet each client’s needs. Programs will include: Training Classes & Workshops Training Classes – delivered as multi-session program offerings ● 4 - Start Smart (12-hour introductory class over 4 weeks) designed to test the feasibility of a business idea, develop foundational business skills, and build a network. ● 2 - Business Preparation (30-hour business planning class over 10 weeks) designed to build business skills, write an Action Plan, and identify resources. ● 2 – Family Child Care Business Series (12-hour class over 4 weeks). Jointly presented by Renaissance and 4Cs of the County of San Mateo, this training is designed to support family-based childcare educators as they develop and begin to operate high quality early learning environments. Participants must attend all 4 sessions to receive a certificate of completion. This training aligns with the California Early Childhood Educator Competencies. ● 1 - Pop-Up Accelerator (12-hour class over 4 weeks) providing instruction on how to be successful in grassroots marketing and other pop-up events ● 1 – Zero to FoodTrucker (8-hour class over 4 weeks) providing a step-by-step roadmap for running a profitable food truck business. Workshops –2-3 hour stand-alone trainings. Topics will include the following: ● 10 - Business Finance & Financial Management ● 10 - Small Business Marketing ● 10 - Digital Technology workshops ● 10 - Small business impact workshops ● 1 - Greening Your Business Individual Technical Assistance - will be delivered by subject matter and industry specific experts ● Upon completion of training classes, clients access two to four hours of individualized technical assistance to focus on their business model canvas, business action plan, marketing plan, or financial plan. Established businesses are eligible for one-to-one assistance with approval from the Program Manager. Delivered by Renaissance staff and subject matter and industry-specific experts, this will include: ○ Customized technical assistance targeting the specific stage of business development: launch, scale, rebuild or growth. ○ Real Estate Support including lease review and negotiations, and outreach to local landlords to help fill commercial vacancies. ○ Access to Capital – This will include loan packaging, application support and introduction to capital resources providers (including nonprofit loan funds, local banks, government programs etc.) to help businesses secure the resources they need to rebuild, start and grow their businesses. Technology Training and Advancement These offerings enable our small business owners to be more efficient, productive, and responsive to the existing and new customer needs. Further, they are designed to create long- term sustainability through increased sales and/or greater brand exposure. ● Website Development ● Social Media marketing ● Online Payment Processing ● Understanding small business ● E-Commerce options ● Starting an Online E-Commerce Shop ● SEO Marketing Special Programs for Women This four-week business readiness and empowerment class is designed to address issues commonly experienced by female entrepreneurs. ● Session 1: How to be your very best at home, work and in community ● Session 2: How to build a stronger and healthier work/life balance ● Session 3: How credit worthy are you? ● Session 4: Why community public engagement is vital to a strong family and community Networking Events In addition to the Women’s Networking Events above, Renaissance will plan and promote industry-relevant networking and other events to enable small business owners to engage with other like-minded and motivated entrepreneurs, build partnerships and connections, and support each other to take their business to the next level and lead to their mutual success. These networking events will be online during the County’s COVID restrictions and when allowed, in-person at the BRC. An example is the Family Childcare Association monthly meeting and networking event. Pop-Up Events In addition, in concert with our Food Truck Business course, we will host one-day pop-up events featuring Renaissance food, craft and fashion vendors, to engage the communities of South San Francisco and North San Mateo County and develop new customer relationships. Outreach The BRC Manager and team members will work in partnership with government agencies and non-profit organizations to contact North County businesses by email, phone, text, social media, Supervisors’ newsletters, and posting of information at key locations throughout the region. This will include City Hall, churches, and ESL programs directed towards small business owners with limited technology use. The South City and Renaissance partnership will access city business license databases as allowable to connect with existing business owners. It will also reach out to agencies that have provided relief services to introduce their clients to the BRC, and request opportunities to include information on the BRC in utility bills or other mailings to the public. Other outreach will be conducted via English and Spanish language television, radio and print media and through Renaissance’ network of current and graduate businesses. The partnership will promote the BRC through all jurisdiction websites and that of Renaissance, which will serve as the landing site. Detailed information on programs will be available in English and Spanish, including course descriptions, a schedule of classes and intake forms. The BRC’s new Manager, Amanda Anthony, has a background in adult education and has 15 years of experience as a small business owner. She is familiar with the landscape of small businesses throughout the North County and speaks Polish and conversational Spanish. Program Delivery Services will initially be launched in English and Spanish. In early 2022 selected services will be offered in Tagalog and Chinese. All services will be delivered through a hybrid model of online and in-person offerings providing small business owners with an array of options for building their skills, confidence, and networks with other small business owners. Metrics/Reporting Our ultimate goal for the BRC is to help small business owners build or rebuild their revenues and profit margins so that they may stabilize and thrive. Towards that end we will track our service results and provide data on the following: ● Number of businesses served by type of service(s) ● Change in revenue ● Change in profit margin ● Number of businesses accessing capital ● Number of employees hired or re-hired ● Amount of capital accessed The data will also be delineated by language, ethnicity, gender, zip code, female-headed household, Veteran, and type of business. Intake information is entered into VistaShare, an outcome tracker database that Renaissance uses to securely manage client data, client activities and reporting. Renaissance and South City will meet monthly or quarterly to review strategic goals and measure them against progress to date. Timeline A. Outreach Renaissance will work with and build upon their relationships with local and county economic development staff, community development agencies, and faith-based organizations to assist us in introducing emerging and established entrepreneurs to the wide range of assistance available to them. Outreach will begin in the first quarter of the grant period. B. Online and In-Person Classes and Workshops Renaissance will launch this initiative serving 200 business owners annually with a blend of online training, consulting and networking and in-person formats. YEARS 1 and 2 Courses, Workshops and Other Client Services Each of the following courses will be offered in a hybrid format of virtual/online and in-person attendance concurrently unless otherwise noted. ● Kickstart Your Business Orientation: 2 courses per quarter/8 annually ● Start Smart: 1 course per quarter/4 annually ● Zero to Food Trucker: 1 course annually ● Pop-Up Accelerator: 1 course annually ● Business of Childcare: 1 course per quarter/4 annually ● Small Business Impact Workshops (financial, marketing, technology, women’s empowerment etc): 4 per quarter/16 annually ● Business Prep: 2 courses annually – once in October to December, once in April to June ● One-on-one consulting – ongoing ● Pop-up event for small businesses: 1 per quarter/4 annually – offered in person only ● Industry networking events – 1 per quarter/4 annually ● Graduation and business plan presentation event: 2 annually – the December event will be conducted in hybrid format; the spring event will be held in person. D. Business Planning for the BRC Throughout 2022, Renaissance will work in partnership with South San Francisco and JobTrain (sharing the space) to develop a business plan for a long-term strategy for the BRC as a resource hub for small business owners and employees in the North County. Financial Plan - for April 2022-2023 Role Salary BRC Manager Amanda Anthony $86,000 Program Assistant Carlos Reyes Jr. $52,000 Program Director Timothy Russell $57,000 CEO Sharon Miller $26,000 Facilities/Tech Manager Damien Chacona $25,000 Data/Evaluation Coordinator Derek Goldstone $19,000 Program Coordinator Teresa Perez $33,000 Marketing Manager TBD $14,000 TOTAL FRINGE YR 1 24% - $74,800 TOTAL $386,880 Fringe benefits @ 24%: ● FICA: 7.65% ● Unemployment Insurance: 3.0% ● Retirement: 6.0% ● Health Insurance: 7.35% SUPPLIES Total Year 1 $10,600 Supplies include program and office supplies, such as printers, copiers, teleconference devices, and office supplies. OTHER Total Consulting $80,000 Front Desk support $24,000 Marketing & Program Materials $15,000 Other costs include independent contractors providing small business instruction and individual consulting at $75-$90/hour for ~1,100 hours ($80,000), front desk support at $25/hour for 960 hours ($24,000) INDIRECT COSTS Total Year 1 $51,648 Includes HR, Finance, Technology, Overhead, etc., at 10% of the total project costs. TOTAL: $568,128