Approve Second Amendment to Agreement with Berkeley Research Group, LLC, relating to expert witness services in pending litigation, increasing the maximum contract amount by $400,000 from $200,000 to $600,000, with no change to the term of the Agreement, that has been reviewed and approved by County Counsel as to form and legality. (LA)

The document outlines a recommendation for the Board of Supervisors to approve a Second Amendment to an Agreement with Berkeley Research Group, LLC, which provides expert witness services in pending litigation. The amendment proposes to increase the maximum contract amount from $200,000 to $600,000 without changing the term of the Agreement. Funding for these services is available in the Valley Health Plan's budget for Fiscal Year 2025-2026. The original Agreement became effective on August 21, 2025, and a First Amendment was executed on October 1, 2025. The document also states that the recommended action will have no impact on children, seniors, or sustainability.

Key points

• Second Amendment to Agreement with Berkeley Research Group, LLC is proposed.
• Maximum contract amount to increase from $200,000 to $600,000.
• No change to the term of the Agreement.
• Funding is provided by Valley Health Plan's budget for Fiscal Year 2025-2026.
• Original Agreement effective August 21, 2025; First Amendment executed October 1, 2025.
• No impact on children, seniors, or sustainability.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

This document is an Agreement for Expert/Consulting Services between the County of Santa Clara and Berkeley Research Group, LLC. The Consultant will provide expert services regarding claims or lawsuits against the County, under the direction of County Counsel. The Agreement is effective from August 21, 2025, to June 30, 2026, with compensation rates specified for various personnel and a total compensation cap of $200,000. The Agreement includes provisions for reimbursement of expenses, termination rights, confidentiality, compliance with laws, and insurance requirements.

Key points

• Agreement between County of Santa Clara and Berkeley Research Group, LLC.
• Consultant provides expert services regarding claims or lawsuits against the County.
• Effective from August 21, 2025, to June 30, 2026.
• Compensation rates specified for various personnel.
• Total compensation cap of $200,000.
• Provisions for reimbursement of expenses and termination rights.
• Confidentiality and compliance with laws included.

Limitations

• The document appears to be a draft as it is truncated and lacks complete information.
• Specific details regarding the insurance requirements are not provided.
• Certain sections are incomplete, affecting the overall understanding of the Agreement.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is the First Amendment to the Agreement for Expert/Consulting Services between the County of Santa Clara and Berkeley Research Group, LLC. It amends the original agreement effective October 1, 2025, and includes changes to the compensation and billing section, detailing hourly rates for various positions and reimbursement policies for expenses and travel time. The total compensation is capped at $200,000, and the amendment specifies invoicing procedures and payment terms.

Key points

• The amendment is effective October 1, 2025.
• Compensation rates for various positions range from $350.00/hour to $950.00/hour.
• Consultant will be reimbursed for actual, reasonable, and necessary out-of-pocket expenses, excluding certain charges.
• Travel time reimbursement is capped at 0.50 hours per day within Santa Clara County.
• Total compensation and expenses are capped at $200,000.
• Consultant must notify the County when billing reaches $75,000.
• Invoices must be submitted monthly and have a Net 30-day payment term.

Limitations

• The document contains placeholders for signatures and dates that are not filled in.
• The effective date of the original agreement is stated as August 21, 2025, but the amendment's effective date is the only one explicitly mentioned.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

This document is the Second Amendment to the Agreement for Expert/Consulting Services between the County of Santa Clara and Berkeley Research Group, LLC. It amends the original agreement effective April 14, 2026, detailing changes to compensation and billing, including a new rate schedule for various positions and reimbursement policies for expenses. The total compensation and expenses under this agreement shall not exceed $600,000. The amendment also specifies invoicing procedures and payment terms.

Key points

• The amendment is effective April 14, 2026.
• Section 3 regarding Compensation and Billing is replaced with a new rate schedule for various positions.
• Consultant's rates range from $350.00/hour to $950.00/hour.
• The County will reimburse actual, reasonable, and necessary out-of-pocket expenses incurred by the Consultant.
• Total compensation and expenses shall not exceed $600,000.
• Consultant must notify the County when billed amounts reach $450,000.
• Invoices must be submitted monthly and have a Net 30-day payment term.

Limitations

• The document does not specify the exact date of the original agreement or the first amendment.
• There are unresolved placeholders in the document, such as the specific address for invoice submission.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

The source text indicates this attachment appears to be a draft document.

The Levine Act Contractor Form is designed for contractors entering into agreements with the County of Santa Clara. It requires contractors to identify subcontractors and agents involved in the agreement. Contractors must complete Sections A, B, C, and D of the form, provide a separate form for each subcontractor, and submit these to the designated County contract manager. The form also notes that any campaign contributions must be disclosed separately as per the Levine Act.

Key points

• The form is for identifying subcontractors and agents for agreements with the County of Santa Clara.
• Contractors must complete Sections A, B, C, and D.
• A separate form is required for each subcontractor listed.
• Campaign contributions must be disclosed separately according to the Levine Act.

Limitations

• No specific contractor name or agreement title is provided.
• No subcontractor or agent names are filled in.
• The form appears to be a draft as it contains placeholders and incomplete sections.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.