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)

County of Santa Clara Office of the County Counsel 128086 DATE: April 14, 2026 TO: Board of Supervisors FROM: Tony LoPresti, County Counsel SUBJECT: Second Amendment to Agreement with Berkeley Research Group, LLC RECOMMENDED ACTION 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) FISCAL IMPLICATIONS Funding for the services performed by Berkeley Research Group, LLC is paid by Valley Health Plan (VHP). There are adequate funds in VHP’s Fiscal Year 2025-2026 budget to support this amendment. CONTRACT HISTORY The Agreement between the County of Santa Clara and Berkeley Research Group, LLC became effective as of August 21, 2025, and had a maximum compensation amount of $200,000. That Agreement was approved by County Counsel pursuant to a delegation of authority granted by the Board of Supervisors on December 7, 2021(Item No. 55). County Counsel executed the First Amendment, effective October 1,...

Docusign Envelope ID: C5220778-AD42-4E4C-B54F-3E854C9259D3 64D68AF7-5D89-4488-9AB7-8C8CC1D4B179 0B06BC6F-738C-4C7D-9050-D78878FF701F 776B48B7-F5F8-4228-B0F9-F8C65B7A72E6 AGREEMENT FOR EXPERT/CONSULTING SERVICES BETWEEN THE COUNTY OF SANTA CLARA AND BERKELEY RESEARCH GROUP, LLC This Agreement for Services (Agreement) is by and between the County of Santa Clara (County) and Berkeley Research Group, LLC (Consultant or Contractor). 1. Nature of Services Consultant will provide expert and/or consulting services to the County regarding claims or lawsuits filed against the County (Matters). Consultant shall only perform services at the behest and direction of the County Counsel (County Counsel). Consultant’s compensation is not dependent upon the outcome of any Matters or the content or nature of any opinions that Consultant formulates regarding any Matters. 2. Term of Agreement This Agreement is effective from August 21, 2025, to June 30, 2026, unless terminated earlier pursuant to Section 5. 3. Compensation and Billing (a) The County agrees to pay, and Consultant agrees to accept, payment according to the following rate schedule as full compensation for performance of tasks under...

Docusign Envelope ID: 5C625894-9F54-42B4-8722-827B4AA828B6 61A337C6-C2DB-4F7F-A9C7-C402677D15D9 09ADFBD2-73B1-4F46-BB91-83110DD4FF05 4A36221D-D55A-4C0D-A356-EAC82EE15368 FIRST AMENDMENT TO THE AGREEMENT FOR EXPERT/CONSULTING SERVICES BETWEEN THE COUNTY OF SANTA CLARA AND BERKELEY RESEARCH GROUP, LLC The Agreement for Services (Agreement) by and between the County of Santa Clara (County) and Berkeley Research Group, LLC (Consultant or Contractor), effective August 21, 2025, is amended as set forth below, effective October 1, 2025. 1. Section 3, regarding Compensation and Billing, is hereby deleted and replaced with the following: 3. Compensation and Billing (a) The County agrees to pay, and Consultant agrees to accept, payment according to the following rate schedule as full compensation for performance of tasks under this Agreement: Greg Russo, Managing Director Marisa Marshall, Associate Director Konstantin Gorelike, Managing Consultant Syed Rafay Hassan, Consultant Sara Scannell, Consultant Mary Grist, Senior Associate Julian Brock, Senior Associate Victoria Miller, Senior Associate Lucas Roberton, Senior Associate Aya Sekiya, Senior Associate Amanda Yu, Associate Mary Troise,...

Docusign Envelope ID: E92DF930-D238-42D0-ADC8-E7AFBD8BBB38 SECOND AMENDMENT TO THE AGREEMENT FOR EXPERT/CONSULTING SERVICES BETWEEN THE COUNTY OF SANTA CLARA AND BERKELEY RESEARCH GROUP, LLC The Agreement for Services (Agreement) by and between the County of Santa Clara (County) and Berkeley Research Group, LLC (Consultant or Contractor), effective August 21, 2025, and amended effective October 1, 2025, is amended as set forth below, effective April 14, 2026. 1. Section 3, regarding Compensation and Billing, is hereby deleted and replaced with the following:. 3. Compensation and Billing (a) The County agrees to pay, and Consultant agrees to accept, payment according to the following rate schedule as full compensation for performance of tasks under this Agreement: Greg Russo, Managing Director Paul Diver, Managing Director Cirrus Foroughi, Senior Managing Economist Marisa Marshall, Associate Director Konstantin Gorelike, Managing Consultant Felipe Germanos, Consultant Syed Rafay Hassan, Consultant Sara Scannell, Consultant Mary Grist, Senior Associate Julian Brock, Senior Associate Victoria Miller, Senior Associate Lucas Roberton, Senior Associate Aya Sekiya, Senior Associate...

Levine Act Contractor Form: Identification of Subcontractors and Agents Completed form submitted to the County of Santa Clara is a public record. This Section to be completed by County Staff after Form is completed by Contractor: Date of Board of Supervisors Meeting When Agreement/Amendment Will Be Considered: Legislative File No.: Instructions to Contractor for Completion of Form: For any contract or grant/sponsorship agreement (including amendments) with the County of Santa Clara (“Agreement”) that will be submitted to the County of Santa Clara Board of Supervisors for consideration, any party entering into the Agreement with the County (“Contractor”) must: 1) Fill out Sections A, B, C, and D of this form. a. For Section B, list any subcontractors identified in Contractor’s solicitation/grant proposal and/or in Contractor’s Agreement with the County (“Subcontractor”). 2) Provide a separate Levine Act Subcontractor Form: Identification of Agents to each Subcontractor, if any, listed in Section B, and collect a completed form from each Subcontractor. 3) Provide this form and each completed Levine Act Subcontractor Form: Identification of Agents to the designated County of Santa...