HomeMy WebLinkAboutCO 2025-049 - Ridgeline Municipal Strategies, LLCPSA with Professional Liability Insurance (Non-Design) Page 1
Last Revised: 11/12/2020
AGREEMENT FOR
PROFESSIONAL SERVICES
THIS AGREEMENT is made and entered into this day of
, 2025, by and between the City of Rancho Cucamonga, a municipal
corporation (“City”) and Ridgeline Municipal Strategies, LLC, a California Limited
Liability Company (“Consultant”).
RECITALS
A. City and Consultant intend to enter into a Professional Services Agreement
(hereinafter “Agreement”) for financial planning and financial strategy implementation
support related to the Rancho Cucamonga Municipal Utility System Upgrades (“the
Project”).
B. City desires to engage the Consultant to complete the Project in the manner
set forth and more fully described herein.
C. Consultant represents that it is fully qualified and licensed under the laws
of the State of California to perform the services contemplated by this Agreement in a good
and professional manner.
AGREEMENT
NOW, THEREFORE, in consideration of performance by the parties of the mutual
promises, covenants, and conditions herein contained, the parties hereto agree as follows:
1. Consultant’s Services.
1.1 Scope and Level of Services. Subject to the terms and conditions
set forth in this Agreement, City hereby engages Consultant to perform all technical and
professional services described in Recital “A” above, all as more fully set forth in the
“Scope of Work”, attached hereto as Exhibit “A”, and incorporated by reference herein.
The nature, scope, and level of the services required to be performed by Consultant are set
forth in the Scope of Work and are referred to herein as “the Services.” In the event of any
inconsistencies between the Scope of Work and this Agreement, the terms and provisions
of this Agreement shall control.
1.2 Revisions to Scope of Work. Upon request of the City, the
Consultant will promptly meet with City staff to discuss any revisions to the Project desired
by the City. Consultant agrees that the Scope of Work may be amended based upon said
meetings, and, by amendment to this Agreement, the parties may agree on a revision or
revisions to Consultant’s compensation based thereon. A revision pursuant to this Section
that does not increase the total cost payable to Consultant by more than ten percent (10%)
of the total compensation specified in Section 3, may be approved in writing by City’s City
Manager without amendment.
City of Rancho Cucamonga
CONTRACT NUMBER
2025-049
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1.3 Time for Performance. Consultant shall perform all services under
this Agreement in a timely, regular basis consistent with industry standards for professional
skill and care, and in accordance with any schedule of performance set forth in the Scope
of Work.
1.4 Standard of Care. As a material inducement to City to enter into this
Agreement, Consultant hereby represents that it has the experience necessary to undertake
the services to be provided. In light of such status and experience, Consultant hereby
covenants that it shall follow the customary professional standards in performing the
Services.
1.5 Familiarity with Services. By executing this Agreement, Consultant
represents that, to the extent required by the standard of practice, Consultant (a) has
investigated and considered the scope of services to be performed, (b) has carefully
considered how the services should be performed, and (c) understands the facilities,
difficulties and restrictions attending performance of the services under this Agreement.
Consultant represents that Consultant, to the extent required by the standard of practice,
has investigated any areas of work, as applicable, and is reasonably acquainted with the
conditions therein. Should Consultant discover any latent or unknown conditions, which
will materially affect the performance of services, Consultant shall immediately inform
City of such fact and shall not proceed except at Consultant’s risk until written instructions
are received from the City Representative.
2. Term of Agreement. The term of this Agreement shall be two (2) years
and shall become effective as of the date of the mutual execution by way of both parties
signature (the “Effective Date”). No work shall be conducted; service or goods will not be
provided until this Agreement has been executed and above requirements have been
fulfilled.
Parties to this Agreement shall have the option to renew in one (1) year increments to a
total of three (3) years, unless sooner terminated as provided in Section 14 herein. Options
to renew are contingent upon the City Manager’s approval, subject to pricing review, and
in accordance with all Terms and Conditions stated herein unless otherwise provided in
writing by the City.
3. Compensation.
3.1 Compensation. City shall compensate Consultant as set forth in
Exhibit A, provided, however, that full, total and complete amount payable to Consultant
shall not exceed $50,000 (fifty thousand dollars), including all out of pocket expenses,
unless additional compensation is approved by the City Council. City shall not withhold
any federal, state or other taxes, or other deductions. However, City may withhold not
more than ten percent (10%) of any invoice amount pending receipt of any deliverables
reflected in such invoice. Under no circumstance shall Consultant be entitled to
compensation for services not yet satisfactorily performed.
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The parties further agree that compensation may be adjusted in accordance
with Section 1.2 to reflect subsequent changes to the Scope of Services. City shall
compensate Consultant for any authorized extra services as set forth in Exhibit A.
4. Method of Payment.
4.1 Invoices. Consultant shall submit to City monthly invoices for the
Services performed pursuant to this Agreement. The invoices shall describe in detail the
Services rendered during the period and shall separately describe any authorized extra
services. Any invoice claiming compensation for extra services shall include appropriate
documentation of prior authorization of such services. All invoices shall be remitted to the
City of Rancho Cucamonga, California.
4.2 City shall review such invoices and notify Consultant in writing
within ten (10) business days of any disputed amounts.
4.3 City shall pay all undisputed portions of the invoice within thirty
(30) calendar days after receipt of the invoice up to the not-to-exceed amounts set forth in
Section 3.
4.4 All records, invoices, time cards, cost control sheets and other
records maintained by Consultant relating to services hereunder shall be available for
review and audit by the City.
5. Representatives.
5.1 City Representative. For the purposes of this Agreement, the
contract administrator and City’s representative shall be Michael Parmer, Director of
Engagement and Special Programs, or such other person as designated in writing by the
City (“City Representative”). It shall be Consultant’s responsibility to assure that the City
Representative is kept informed of the progress of the performance of the services, and
Consultant shall refer any decisions that must be made by City to the City Representative.
Unless otherwise specified herein, any approval of City required hereunder shall mean the
approval of the City Representative.
5.2 Consultant Representative. For the purposes of this Agreement,
Dmitry Semenov is hereby designated as the principal and representative of Consultant
authorized to act in its behalf with respect to the services specified herein and make all
decisions in connection therewith (“Consultant’s Representative”). It is expressly
understood that the experience, knowledge, capability and reputation of the Consultant’s
Representative were a substantial inducement for City to enter into this Agreement.
Therefore, the Consultant’s Representative shall be responsible during the term of this
Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. Consultant may not change the Responsible
Principal without the prior written approval of City.
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6. Consultant’s Personnel.
6.1 All Services shall be performed by Consultant or under Consultant’s
direct supervision, and all personnel shall possess the qualifications, permits, and licenses
required by State and local law to perform such Services, including, without limitation, a
City business license as required by the City’s Municipal Code.
6.2 Consultant shall be solely responsible for the satisfactory work
performance of all personnel engaged in performing the Services and compliance with the
standard of care set forth in Section 1.4.
6.3 Consultant shall be responsible for payment of all employees’ and
subcontractors’ wages and benefits, and shall comply with all requirements pertaining to
employer’s liability, workers’ compensation, unemployment insurance, and Social
Security. By its execution of this Agreement, Consultant certifies that it is aware of the
provisions of Section 3700 of the California Labor Code that require every employer to be
insured against liability for Worker's Compensation or to undertake self-insurance in
accordance with the provisions of that Code, and agrees to comply with such provisions
before commencing the performance of the Services.
6.4 Consultant shall indemnify, defend and hold harmless City and its
elected officials, officers and employees, servants, designated volunteers, and agents
serving as independent contractors in the role of city or agency officials, from any and all
liability, damages, claims, costs and expenses of any nature to the extent arising from
Consultant’s violations of personnel practices and/or any violation of the California Labor
Code. City shall have the right to offset against the amount of any fees due to Consultant
under this Agreement any amount due to City from Consultant as a result of Consultant’s
failure to promptly pay to City any reimbursement or indemnification arising under this
Section 6.
7. Ownership of Work Product.
7.1 Ownership. All documents, ideas, concepts, electronic files,
drawings, photographs and any and all other writings, including drafts thereof, prepared,
created or provided by Consultant in the course of performing the Services, including any
and all intellectual and proprietary rights arising from the creation of the same (collectively,
“Work Product”), are considered to be “works made for hire” for the benefit of the City.
Upon payment being made, and provided Consultant is not in breach of this Agreement,
all Work Product shall be and remain the property of City without restriction or limitation
upon its use or dissemination by City. Basic survey notes, sketches, charts, computations
and similar data prepared or obtained by Consultant under this Agreement shall, upon
request, be made available to City. None of the Work Product shall be the subject of any
common law or statutory copyright or copyright application by Consultant. In the event of
the return of any of the Work Product to Consultant or its representative, Consultant shall
be responsible for its safe return to City. Under no circumstances shall Consultant fail to
deliver any draft or final designs, plans, drawings, reports or specifications to City upon
written demand by City for their delivery, notwithstanding any disputes between
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Consultant and City concerning payment, performance of the contract, or otherwise. This
covenant shall survive the termination of this Agreement. City’s reuse of the Work Product
for any purpose other than the Project, shall be at City’s sole risk.
7.2. Assignment of Intellectual Property Interests: Upon execution of
this Agreement and to the extent not otherwise conveyed to City by Section 7.1, above, the
Consultant shall be deemed to grant and assign to City, and shall require all of its
subcontractors to assign to City, all ownership rights, and all common law and statutory
copyrights, trademarks, and other intellectual and proprietary property rights relating to the
Work Product and the Project itself, and Consultant shall disclaim and retain no rights
whatsoever as to any of the Work Product, to the maximum extent permitted by law. City
shall be entitled to utilize the Work Product for any and all purposes, including but not
limited to constructing, using, maintaining, altering, adding to, restoring, rebuilding and
publicizing the Project or any aspect of the Project.
7.3 Title to Intellectual Property. Consultant warrants and represents
that it has secured all necessary licenses, consents or approvals to use any instrumentality,
thing or component as to which any intellectual property right exists, including computer
software, used in the rendering of the Services and the production of the Work Product
and/or materials produced under this Agreement, and that City has full legal title to and the
right to reproduce any of the Work Product. Consultant shall defend, indemnify and hold
City, and its elected officials, officers, employees, servants, attorneys, designated
volunteers, and agents serving as independent contractors in the role of city officials,
harmless from any loss, claim or liability in any way related to a claim that City’s use is
violating federal, state or local laws, or any contractual provisions, relating to trade names,
licenses, franchises, patents or other means of protecting intellectual property rights and/or
interests in products or inventions. Consultant shall bear all costs arising from the use of
patented, copyrighted, trade secret or trademarked documents, materials, software,
equipment, devices or processes used or incorporated in the Services and materials
produced under this Agreement. In the event City’s use of any of the Work Product is held
to constitute an infringement and any use thereof is enjoined, Consultant, at its expense,
shall: (a) secure for City the right to continue using the Work Product by suspension of
any injunction or by procuring a license or licenses for City; or (b) modify the Work
Product so that it becomes non-infringing. This covenant shall survive the termination of
this Agreement.
8. Status as Independent Contractor. Consultant is, and shall at all times
remain as to City, a wholly independent contractor. Consultant shall have no power to
incur any debt, obligation, or liability on behalf of City or otherwise act as an agent of City.
Neither City nor any of its agents shall have control over the conduct of Consultant or any
of Consultant’s employees, except as set forth in this Agreement. Consultant shall not, at
any time, or in any manner, represent that it or any of its officers, agents or employees are
in any manner employees of City. Consultant shall pay all required taxes on amounts paid
to Consultant under this Agreement, and to defend, indemnify and hold City harmless from
any and all taxes, assessments, penalties, and interest asserted against City by reason of the
independent contractor relationship created by this Agreement. Consultant shall fully
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comply with the workers’ compensation law regarding Consultant and Consultant’s
employees.
9. Confidentiality. Consultant may have access to financial, accounting,
statistical, and personnel data of individuals and City employees. Consultant covenants
that all data, documents, discussion, or other information developed or received by
Consultant or provided for performance of this Agreement are confidential and shall not
be disclosed by Consultant without prior written authorization by City. City shall grant
such authorization if applicable law requires disclosure. All City data shall be returned to
City upon the termination of this Agreement. Consultant’s covenant under this section
shall survive the termination of this Agreement. This provision shall not apply to
information in whatever form that is in the public domain, nor shall it restrict the Consultant
from giving notices required by law or complying with an order to provide information or
data when such an order is issued by a court, administrative agency or other legitimate
authority, or if disclosure is otherwise permitted by law and reasonably necessary for the
Consultant to defend itself from any legal action or claim.
10. Conflict of Interest.
10.1 Consultant covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or which
would conflict in any manner with the performance of the Services. Consultant further
covenants that, in performance of this Agreement, no person having any such interest shall
be employed by it. Furthermore, Consultant shall avoid the appearance of having any
interest, which would conflict in any manner with the performance of the Services.
Consultant shall not accept any employment or representation during the term of this
Agreement which is or may likely make Consultant “financially interested” (as provided
in California Government Code §§1090 and 87100) in any decision made by City on any
matter in connection with which Consultant has been retained.
10.2 Consultant further represents that it has not employed or retained
any person or entity, other than a bona fide employee working exclusively for Consultant,
to solicit or obtain this Agreement. Consultant has not paid or agreed to pay any person or
entity, other than a bona fide employee working exclusively for Consultant, any fee,
commission, gift, percentage, or any other consideration contingent upon the execution of
this Agreement. Upon any breach or violation of this warranty, City shall have the right,
at its sole and absolute discretion, to terminate this Agreement without further liability, or
to deduct from any sums payable to Consultant hereunder the full amount or value of any
such fee, commission, percentage or gift.
10.3 Consultant has no knowledge that any officer or employee of City
has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise,
in this transaction or in the business of Consultant, and that if any such interest comes to
the knowledge of Consultant at any time during the term of this Agreement, Consultant
shall immediately make a complete, written disclosure of such interest to City, even if such
interest would not be deemed a prohibited “conflict of interest” under applicable laws as
described in subsection 10.1.
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11. Indemnification.
11.1 Professional Services. In connection with its professional services,
the Consultant shall defend, hold harmless and indemnify City, and its elected officials,
officers, employees, servants, volunteers, and agents serving as independent contractors in
the role of city or agency officials, (collectively, “Indemnitees”), with respect to any and
all damages, liabilities, losses, reasonable defense costs or expenses (collectively,
“Claims”), including but not limited to liability for death or injury to any person and injury
to any property, to the extent the same out of, pertain to, or relate to the negligence,
recklessness, or willful misconduct of the Consultant or any of its officers, employees,
subcontractors, consultants, or agents in the performance of its professional services under
this Agreement. Consultant shall reimburse all reasonable defense costs and expenses,
including actual attorney’s fees and experts’ costs incurred in connection with such
defense.
11.2 Other Indemnities. In connection with all Claims not covered by
Section 11.1, the Consultant shall defend, hold harmless and indemnify the Indemnitees
with respect to any and all Claims including but not limited to Claims relating to death or
injury to any person and injury to any property, which arise out of, pertain to, or relate to
the non-professional acts, omissions, activities or operations of Consultant or any of its
officers, employees, subcontractors, consultants, or agents in the performance of this
Agreement. Consultant shall defend Indemnitees in any action or actions filed in
connection with any such Claims with counsel of City’s choice, and shall pay all costs and
expenses, including actual attorney’s fees and experts’ costs incurred in connection with
such defense.
11.3 Nonwaiver of Rights. Indemnitees do not, and shall not, waive any
rights that they may possess against Consultant because of the acceptance by City, or the
deposit with City, of any insurance policy or certificate required pursuant to this
Agreement.
11.4 Waiver of Right of Subrogation. Except as otherwise expressly
provided in this Agreement, Consultant, on behalf of itself and all parties claiming under
or through it, hereby waives all rights of subrogation against the Indemnitees, while acting
within the scope of their duties, from all claims, losses and liabilities arising out of or
incident to activities or operations performed by or on behalf of the Consultant.
11.5 Survival. The provisions of this Section 11 shall survive the
termination of the Agreement and are in addition to any other rights or remedies which
Indemnitees may have under the law. Payment is not required as a condition precedent to
an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment
against Consultant shall be conclusive in favor of the Indemnitee’s right to recover under
this indemnity provision.
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12. Insurance.
12.1 Liability Insurance. Consultant shall procure and maintain in full
force and effect for the duration of this Agreement, insurance against claims for injuries to
persons or damages to property which may arise from or in connection with the
performance of the services hereunder by Consultant, and/or its agents, representatives,
employees and subcontractors.
12.2 Minimum Scope of Insurance. Unless otherwise approved by City,
coverage shall be at least as broad as:
(1) Insurance Services Office Commercial General Liability
coverage (occurrence form CG 0001).
(2) Insurance Services Office form number CA 0001 (Ed. 1/87)
covering Automobile Liability, code 1 (any auto).
(3) Worker’s Compensation insurance as required by the State
of California, and Employer’s Liability Insurance.
(4) Professional Liability insurance in a form approved by the
City, having an extended reporting period of not less than
three (3) years; or Professional Liability insurance shall be
maintained for a period of three (3) years after completion of
the Services which shall, during the entire three (3) year
period, provide protection against claims of professional
negligence arising out of Consultant’s performance of the
Services and otherwise complying with all applicable
provisions of this Section 13. Either policy shall be
endorsed to include contractual liability to the extent
insurable.
12.3 Minimum Limits of Insurance. Consultant shall maintain limits no
less than:
(1) Commercial General Liability: $1,000,000 per occurrence
for bodily injury, personal injury and property damage.
Commercial General Liability Insurance with a general
aggregate limit shall apply separately to this Agreement or
the general limit shall be twice the required occurrence limit.
(2) Automobile Liability: $1,000,000 per accident for bodily
injury and property damage.
(3) Employer’s Liability: $1,000,000 per accident and in the
aggregate for bodily injury or disease and Workers’
Compensation Insurance in the amount required by law.
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(4) Professional Liability: $1,000,000 per claim/aggregate.
12.4 Deductibles and Self-Insured Retentions. Any deductibles or self-
insured retentions must be declared to and approved by the City.
12.5 Other Insurance Provisions.
(1) The commercial general liability and automobile liability
policies are to contain the following provisions on a separate
additionally insured endorsement naming the City, its
officers, officials, employees, designated volunteers and
agents serving as independent contractors in the role of city
or agency officials, are to be covered as additional insureds
as respects: liability arising out of activities performed by or
on behalf of Consultant; products and completed operations
of Consultant; premises owned, occupied or used by
Consultant; and/or automobiles owned, leased, hired or
borrowed by Consultant. The coverage shall contain no
limitations on the scope of protection afforded to City, its
officers, officials, employees, designated volunteers or
agents serving as independent contractors in the role of City
or agency officials which are not also limitations applicable
to the named insured.
(2) For any claims related to this Agreement, Consultant’s
insurance coverage shall be primary insurance as respects
City, its officers, officials, employees, designated volunteers
and agents serving as independent contractors in the role of
city or agency officials. Any insurance or self-insurance
maintained by City, their officers, officials, employees,
designated volunteers or agents serving as independent
contractors in the role of city or agency officials shall be
excess of Consultant’s insurance and shall not contribute
with it.
(3) Consultant’s insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with
respect to the limits of the insurer’s liability.
(4) Each insurance policy required by this clause shall be
endorsed to state that coverage shall not be canceled except
after 30 days prior written notice by first class mail has been
given to City (ten (10) days prior written notice for non-
payment of premium). Consultant shall provide thirty (30)
days written notice to City prior to implementation of a
reduction of limits or material change of insurance coverage
as specified herein.
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(5) Each insurance policy, required by this clause shall
expressly waive the insurer’s right of subrogation against
City and its elected officials, officers, employees, servants,
attorneys, designated volunteers, and agents serving as
independent contractors in the role of city or agency
officials.
(6) Be issued by an insurance company approved in writing by
City, which is admitted and licensed to do business in the
State of California and which is rated A:VII or better
according to the most recent A.M. Best Co. Rating
Guide.
(7) Specify that any failure to comply with reporting or other
provisions of the required policy, including breaches of
warranty, shall not affect the coverage required to be provided.
(8) Specify that any and all costs of adjusting and/or defending
any claim against any insured, including court costs and
attorneys' fees, shall be paid in addition to and shall not deplete
any policy limits.
(9) Other required insurance, endorsements, or exclusions as
required by the City in any request for proposals applicable to
this Agreement.
12.6 Evidence of coverage. Prior to commencing performance under this
Agreement, the Consultant shall furnish the City with certificates and original
endorsements, or copies of each required policy, effecting and evidencing the insurance
coverage required by this Agreement. The endorsements shall be signed by a person
authorized by the insurer(s) to bind coverage on its behalf. All endorsements or policies
shall be received and approved by the City before Consultant commences performance. If
performance of this Agreement shall extend beyond one year, Consultant shall provide City
with the required policies or endorsements evidencing renewal of the required policies of
insurance prior to the expiration of any required policies of insurance.
13. Cooperation. In the event any claim or action is brought against City
relating to Consultant’s performance or services rendered under this Agreement,
Consultant shall render any reasonable assistance and cooperation that City might require.
City shall compensate Consultant for any litigation support services in an amount to be
agreed upon by the parties.
14. Termination. City shall have the right to terminate this Agreement at any
time for any or no reason on not less than ten (10) days prior written notice to
Consultant. In the event City exercises its right to terminate this Agreement, City shall pay
Consultant for any services satisfactorily rendered prior to the effective date of the
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termination, provided Consultant is not then in breach of this Agreement. Consultant shall
have no other claim against City by reason of such termination, including any claim for
compensation. City may terminate for cause following a default remaining uncured more
than five (5) business days after service of a notice to cure on the breaching party.
Consultant may terminate this Agreement for cause upon giving the City ten (10) business
days prior written notice for any of the following: (1) uncured breach by the City of any
material term of this Agreement, including but not limited to Payment Terms; (2) material
changes in the conditions under which this Agreement was entered into, coupled with the
failure of the parties to reach accord on the fees and charges for any Additional Services
required because of such changes.
15. Notices. Any notices, bills, invoices, or reports authorized or required by
this Agreement shall be in writing and shall be deemed received on (a) the day of delivery
if delivered by hand or overnight courier service during Consultant’s and City’s regular
business hours; or (b) on the third business day following deposit in the United States mail,
postage prepaid, to the addresses set forth in this section, or to such other addresses as the
parties may, from time to time, designate in writing pursuant to the provisions of this
section.
All notices shall be addressed as follows:
If to City: Michael Parmer, Director of Engagement and
Special Programs
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
If to Consultant: Dmitry Semenov, Principal
Ridgeline Municipal Strategies, LLC
2213 Plaza Drive, Rocklin, CA 95765
16. Non-Discrimination and Equal Employment Opportunity. In the
performance of this Agreement, Consultant shall not discriminate against any employee,
subcontractor, or applicant for employment because of race, color, creed, religion, sex,
marital status, national origin, ancestry, age, physical or mental handicap, medical
condition, or sexual orientation. Consultant will take affirmative action to ensure that
subcontractors and applicants are employed, and that employees are treated during
employment, without regard to their race, color, creed, religion, sex, marital status, national
origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation.
17. Assignment and Subcontracting. Consultant shall not assign or transfer
any interest in this Agreement or subcontract the performance of any of Consultant’s
obligations hereunder without City’s prior written consent. Except as provided herein, any
attempt by Consultant to so assign, transfer, or subcontract any rights, duties, or obligations
arising hereunder shall be null, void and of no effect.
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18. Registered Municipal Advisor; Required Disclosures. Ridgeline is a
registered municipal advisor with the Securities and Exchange Commission (the “SEC”)
and the Municipal Securities Rulemaking Board (the “MSRB”), pursuant to the Securities
Exchange Act of 1934 Rule 15Ba1-2. This Agreement designates Ridgeline as the Client’s
independent registered municipal advisor (“IRMA”) with regard to the attached Scope of
Services for purposes of SEC Rule 15Ba1-1(d)(3)(vi) (the “IRMA Exemption”). Ridgeline
shall not be responsible for, or have any liability in connection with, verifying that
Ridgeline is independent from any other party seeking to rely on the IRMA Exemption (as
such independent status is required pursuant to the IRMA Exemption, as interpreted from
time to time by the SEC). The Client acknowledges and agrees that any reference to
Ridgeline, its personnel, and its role as IRMA, including in the written representation of
the Client required under SEC Rule 15Ba1-1(d)(3)(vi)(B) shall be subject to prior approval
by Ridgeline. The Client further agrees not to represent that Ridgeline is the Client’s IRMA
with respect to any aspect of a municipal securities issuance or municipal financial product,
outside of the attached Scope of Services or without Ridgeline’s prior written consent.
MSRB Rule G-42 requires that municipal advisors make written disclosures to its clients
of all material conflicts of interest and certain legal or disciplinary events. Such disclosures
are provided in Ridgeline’s Disclosure Statement delivered to the Client together with this
Agreement as Exhibit B.
19. Compliance with Laws. Consultant shall comply with all applicable
federal, state and local laws, ordinances, codes and regulations in force at the time
Consultant performs the Services.
20. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of
any one or more of the conditions of performance under this Agreement shall not be a
waiver of any other condition of performance under this Agreement. In no event shall the
making by City of any payment to Consultant constitute or be construed as a waiver by
City of any breach of covenant, or any default which may then exist on the part of
Consultant, and the making of any such payment by City shall in no way impair or
prejudice any right or remedy available to City with regard to such breach or default.
21. Attorney’s Fees. In the event that either party to this Agreement shall
commence any legal action or proceeding to enforce or interpret the provisions of this
Agreement, the prevailing party in such action or proceeding shall be entitled to recover its
costs of suit, including reasonable attorney’s fees and costs of experts.
22. Exhibits; Precedence. All documents referenced as exhibits in this
Agreement are hereby incorporated in this Agreement. In the event of any material
discrepancy between the express provisions of this Agreement and the provisions of any
document incorporated herein by reference, the provisions of this Agreement shall prevail.
23. Applicable Law and Venue. The validity, interpretation, and performance
of this Agreement shall be controlled by and construed under the laws of the State of
California. Venue for any action relating to this Agreement shall be in the San Bernardino
County Superior Court.
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24. Construction. In the event of any asserted ambiguity in, or dispute
regarding the interpretation of any matter herein, the interpretation of this Agreement shall
not be resolved by any rules of interpretation providing for interpretation against the party
who causes the uncertainty to exist or against the party who drafted the Agreement or who
drafted that portion of the Agreement.
25. Entire Agreement. This Agreement consists of this document, and any
other documents, attachments and/or exhibits referenced herein and attached hereto, each
of which is incorporated herein by such reference, and the same represents the entire and
integrated agreement between Consultant and City. This Agreement supersedes all prior
oral or written negotiations, representations or agreements. This Agreement may not be
amended, nor any provision or breach hereof waived, except in a writing signed by the
parties which expressly refers to this Agreement.
IN WITNESS WHEREOF, the parties, through their respective authorized
representatives, have executed this Agreement as of the date first written above.
Consultant Name: Ridgeline Municipal
Strategies, LLC
By: ______________________________
Dmitry Semenov
Date
______________________________
Title
City of Rancho Cucamonga
By:________________________________
Name Date
_________________________________
Title
By: ______________________________
Name Date
______________________________
Title
City of Rancho Cucamonga
By:________________________________
Name Date
_________________________________
Title
(two signatures required if corporation)
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Principal
4/23/2025 | 12:54 PM PDT
Finance Director
4/23/2025 | 1:44 PM PDT
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EXHIBIT A
SCOPE OF SERVICES
Consultant will perform the following Services:
Task 1: Financial Strategy and Financial Plan for the Rancho Cucamonga Municipal
Utility System Upgrades Project
Working closely with City staff and other team members, as applicable, Consultant will
assist with the development of the financial strategy and prepare a financial model for the
Project. It is anticipated that the work will be done concurrently with and include the input
from the Federal Funding Landscape Assessment, to be prepared for the City by a third
party.
The financial strategy will assess the following funding sources:
• Capital reserves
• Operating revenues
• Grant funding (federal and state, as applicable)
• Debt financing
• Public-Private Partnerships, if applicable
• Other (if and as applicable)
The financial model will include the following information:
• Project development budget
• Project timeline
• Funding sources
• Cash flow model
• Borrowing capacity calculation
• Debt amortization
Consultant will participate in team meetings with City and its team, including, but not
limited to, engineers, rate consultants, lobbyists, grant writers, and funding consultants, as
requested by the City.
City will provide key Project information, including Project description, construction and
other cost estimates, schedule, etc., as well as input on key variables and assumptions, such
as policy priorities, reserve targets, rate setting strategy, etc.
The deliverables for Task 1 will include:
• Financial model
• Project report documenting the financial strategy; financial model assumptions,
methodology, and findings; and funding implementation strategy.
• Presentation slides, as necessary
All deliverables will be provided electronically in PDF format.
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The financial strategy and financial model and its findings may be presented to the City
Council or a City committee, as requested by City.
For the work performed under Task 1, Consultant will be compensated based on a time and
materials basis with a not-to-exceed budget of $50,000. Invoices will be submitted
monthly. If there are material changes to the Scope of Work and/or extensive Project
assumption or financial strategy revisions an additional budget may be negotiated by a
mutual written agreement between Consultant and City.
The budget includes two (2) in-person meetings. Additional meetings will require an
additional budget to cover travel costs and time for meeting preparation and travel.
The following hourly rates will apply during the 2025 calendar year:
Title Rate
Principal $320
Associate $210
Research Associate $110
The hourly rates may be adjusted for inflation on January 1 of each year using the
Consumer Price Index, West – Size Class B/C, for the most recent full calendar year, as
published by the U.S. Bureau of Labor Statistics.
Subsequent Tasks
Concurrent with and/or subsequent to Task 1 work, Consultant will be available to assist
with the funding strategy implementation, as requested by City, including, but not limited
to:
• Assistance during the rate study / rate-setting process
• Assistance with grant / earmark applications
• Municipal advisory support for debt issuance
• Other tasks, as requested by City
Budget and schedule for such Subsequent Tasks will be determined by a mutual written
agreement between Consultant and City.
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EXHIBIT B
DISCLOSURE OF CONFLICTS OF INTEREST AND OTHER
INFORMATION
RIDGELINE MUNICIPAL STRATEGIES, LLC
I. Introduction
Ridgeline Municipal Strategies, LLC (hereinafter, referred to as “Ridgeline”) is a registered
municipal advisor with the Securities and Exchange Commission (the “SEC”) and the Municipal
Securities Rulemaking Board (the “MSRB”), pursuant to the Securities Exchange Act of 1934 Rule
15Ba1-2.
The MSRB is the primary rulemaking body for the municipal securities industry in general and
municipal advisors in particular. Their website can be accessed at www.msrb.org. The website
includes, among other things, the municipal advisory client brochure, which describes protections
that are provided by the MSRB’s rules and the process for filing complaints with appropriate
regulatory authorities. The municipal advisory client brochure can be accessed at:
http://www.msrb.org/~/media/Files/Resources/MSRB-MA-Clients-Brochure.ashx?la=en.
In accordance with MSRB rules, this disclosure statement is provided by us to each client prior to
the execution of our advisory agreement with written disclosures of all material conflicts of
interests and legal or disciplinary events that are required to be disclosed with respect to providing
financial advisory services pursuant to MSRB Rule G-42(b) and (c)(ii). Ridgeline employs a number
of resources to identify and subsequently manage actual or potential conflicts of interest in addition
to disclosing actual and potential conflicts of interest provided herein.
Fiduciary Duty
Ridgeline has a fiduciary duty to the Client and must provide both a Duty of Care and a Duty of
Loyalty that includes the following.
Duty of Care:
• Exercise due care in performing its municipal advisory activities;
• Possess the degree of knowledge and expertise needed to provide the Client with informed
advice;
• Make a reasonable inquiry as to the facts that are relevant to the Client’s determination as
to whether to proceed with a course of action or that form the basis for any advice provided
to the Client; and,
• Undertake a reasonable investigation to determine that we are not providing any
recommendations on materially inaccurate or incomplete information.
• We must have a reasonable basis for:
o Any advice provided to or on behalf of the Client;
o Any representations made in a certificate that we sign that will be reasonably
foreseeably relied upon by the Client, any other party involved in the municipal
securities transaction or municipal financial product, or investors in the Client’s
securities; and,
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o Any information provided to the Client or other parties involved in the municipal
securities transaction in connection with the preparation of an official statement.
Duty of Loyalty:
We must deal honestly and with the utmost good faith with the Client and act in the Client’s best
interests without regard to the financial or other interests of Ridgeline. We will eliminate or provide
full and fair disclosure (included herein) to the Client about each material conflict of interest (as
applicable). We will no engage in municipal advisory activities with the Client, as a municipal
entity, if we cannot manage or mitigate our conflicts in a manner that permits us to act in the
Client’s best interest.
How We Identify and Manage Conflicts of Interest
Code of Ethics. Ridgeline requires all of its employees to conduct all aspects of our business with
the highest standards of integrity, honesty and fair dealing. All employees are required to avoid
even the appearance of misconduct or impropriety and avoid actual or apparent conflicts of interest
between personal and professional relationships that would or could interfere with an employee’s
independent exercise of judgment in performing the obligations and responsibilities owed to a
municipal advisor and our clients.
Policies and Procedures. Ridgeline has adopted policies and procedures that include specific rules
and standards for conduct. Some of these policies and procedures provide guidance and reporting
requirements about matters that allow us to monitor behavior that might give rise to a conflict of
interest. These include policies concerning the making of gifts and charitable contributions,
entertaining clients, and engaging in outside activities, all of which may involve relationships with
clients and others that are important to our analysis of potential conflicts of interest.
Supervisory Structure. Ridgeline has both a compliance and supervisory structure in place that
enables us to identify and monitor employees’ activities, both on a transaction and firm-wide basis,
to ensure compliance with appropriate standards. Prior to undertaking any engagement with a
new client or an additional engagement with an existing client, appropriate municipal advisory
personnel will review the possible intersection of the client’s interests, the proposed engagement,
our engagement personnel, experience and existing obligations to other clients and related parties.
This review, together with employing the resources described above, allows us to evaluate any
situations that may be an actual or potential conflict of interest.
Disclosures. Ridgeline will disclose to clients those situations that it believes would create a
material conflict of interest, such as:
1) any advice, service or product that any affiliate may provide to a client that is directly related
to the municipal advisory work of Ridgeline;
2) any payment made to obtain or retain a municipal advisory engagement with a client;
3) any fee-splitting arrangement with any provider of an investment or services to a client;
4) any conflict that may arise from the type of compensation arrangement we may have with a
client; and
5) any other actual or potential situation that Ridgeline is or becomes aware of that might
constitute a material conflict of interest that could reasonably be expected to impair our ability
to provide advice to or on behalf of clients consistent with regulatory requirements.
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If Ridgeline identifies such situations or circumstances, we will prepare meaningful disclosure
describing the implications of the situation and how we intend to manage the situation. Ridgeline
will also disclose any legal or disciplinary events that are material to a client’s evaluation or the
integrity of our management or advisory personnel. Ridgeline will provide this disclosure (or a
means to access this information) in writing prior to starting our proposed engagement, and will
provide such additional information or clarification as the client may request. Ridgeline will also
advise clients in writing of any subsequent material conflict of interest that may arise, as well as
the related implications, its plan to manage that situation, and any additional information such
client may require.
II. General Conflict of Interest Disclosures
Disclosure of Conflicts Concerning the Firm’s Affiliates
Ridgeline does not have any affiliates that provide any advice, service, or product to or on behalf
of the Client that is directly or indirectly related to the municipal advisory activities to be
performed by Ridgeline.
Disclosure of Conflicts Related to the Firm’s Compensation
Ridgeline has not made any payments directly or indirectly to obtain or retain the Client’s
municipal advisory business.
Ridgeline has not received any payments from third parties to enlist Ridgeline’s recommendation
to the Client of its services, any municipal securities transaction or any municipal finance product.
Ridgeline has not engaged in any fee-splitting arrangements involving Ridgeline and any provider
of investments or services to the Client.
From time to time, Ridgeline may be compensated by a municipal advisory fee that is or will be set
forth in an agreement with the client to be, or that has been, negotiated and entered into in
connection with a municipal advisory service. Payment of such fee may be contingent on the
closing of the transaction and the amount of the fee may be based, in whole or in part, on a
percentage of the principal or par amount of municipal securities or municipal financial product.
While this form of compensation is customary in the municipal securities market, it may be deemed
to present a conflict of interest since we may appear to have an incentive to recommend to the client
a transaction that is larger in size than is necessary. Further, Ridgeline may also receive
compensation in the form of a fixed fee arrangement. While this form of compensation is
customary, it may also present a potential conflict of interest if the transaction ultimately requires
less work than contemplated and we are perceived as recommending a more economically friendly
pay arrangement. Finally, Ridgeline may contract with clients on an hourly fee basis. If Ridgeline
and the client do not agree on a maximum amount of hours at the outset of the engagement, this
arrangement may pose a conflict of interest as we would not have a financial incentive to
recommend an alternative that would result in fewer hours. Ridgeline manages and mitigates all
of these types of conflicts by disclosing the fee structure to the client, and by requiring that there
be a review of the municipal securities transaction or municipal financial product to ensure that it
is suitable for the client in light of various factors, after reasonable inquiry, including the client’s
needs, objectives, and financial circumstances.
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Disclosure Concerning Provision of Services to State and Local Government, and Non-Profit
Clients
Ridgeline regularly provides financial advisory services to state and local governments, their
agencies, and instrumentalities, and non-profit clients. While our clients have expressed that this
experience in providing services to a wide variety of clients generally provides great benefit for all
of our clients, there may be or may have been clients with interests that are different from (and
adverse to) other clients. If for some reason any client sees our engagement with any other
particular client as a conflict, we will mitigate this conflict by engaging in a broad range of conduct,
if and as applicable. Such conduct may include one or any combination of the following: 1)
disclosing the conflict to the client; 2) requiring that there be a review of the municipal securities
transaction or municipal financial product to ensure that it is suitable for the client in light of
various factors, including the client’s needs, objectives and financial circumstances; 3)
implementing procedures that establishes a “firewall” that creates physical, technological and
procedural barriers and/or separations to ensure that non-public information is isolated to
particular area such that certain governmental transaction team members and supporting
functions operate separately during the course of work performed; and 4) in the rare event that a
conflict cannot be resolved, we will withdraw from the engagement.
Disclosure Related to Legal and Disciplinary Events
As registered municipal advisors with the SEC and the MSRB, pursuant to the Securities Exchange
Act of 1934 Rule 15Ba1-2, our legal, disciplinary and judicial events are required to be disclosed on
our forms MA and MA-I filed with the SEC, in ‘Item 9 Disclosure Information’ of form MA, ‘Item
6 Disclosure Information’ of form MA-I, and if applicable, the corresponding disclosure reporting
page(s). To review the foregoing disclosure items and material change(s) or amendment(s), if any,
clients may electronically access Ridgeline filed forms MA and MA-I on the SEC’s Electronic Data
Gathering, Analysis, and Retrieval system, listed by date of filing starting with the most recently
filed at
www.sec.gov/edgar/searchedgar/companysearch.html.
Ridgeline does not have any legal or disciplinary events or disciplinary history on its Form MA
and Form(s) MA-I, which includes information about any criminal actions, regulatory actions,
investigations, terminations, judgements, liens, civil judicial actions, customer complaints,
arbitrations, and civil litigation. There have been no material changes to a legal or disciplinary
event disclosure on any form MA or Form MA-I filed with the SEC.
Disclosure Related to Recommendations
If Ridgeline makes a recommendation of a municipal securities transaction or municipal financial
product or it the review of a recommendation of another party is requested in writing by the Client
and is within the scope of the engagement, Ridgeline will determine, based on the information
obtained through reasonable diligence of Ridgeline whether a municipal securities transaction or
municipal financial product is suitable for the Client. In addition, Ridgeline will inform the Client
of:
• the evaluation of the material risks, potential benefits, structure, and other characteristics
of the recommendation;
• the basis upon which Ridgeline reasonably believes that the recommended municipal
securities transaction or municipal financial product is, or is not, suitable for the Client;
and,
• whether Ridgeline has investigated or considered other reasonably feasible alternatives to
the recommendation that might also or alternatively serve the Client’s objectives.
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If the Client elects a course of action that is independent of or contrary to the advice provided by
Ridgeline, Ridgeline is not required on that basis to disengage from providing services to the
Client.
Disclosure Related to Record Retention
Pursuant to the SEC record retention regulations, Ridgeline is required to maintain in writing, all
communications and created documents between Ridgeline and the Client for five (5) years.
III. Specific Conflicts of Interest Disclosures – Client
To our knowledge, following reasonable inquiry, as of the commencement of the Scope of Services,
we are not aware of any actual or potential conflict of interest that could reasonably be anticipated
to impair our ability to provide advice to or on behalf of the Client in accordance with applicable
standards of conduct of MSRB Rule G-42. If we become aware of any potential conflict of interest
that arises after this disclosure, we will disclose the detailed information in writing to the Client in
a timely manner.
Ridgeline does not act as principal in any of the transactions related to its role / work on the Scope
of Services.
Ridgeline does not have any other engagements or relationships that might impair Ridgeline’s
ability to either render unbiased and competent advice to or on behalf of the Client, or to fulfill our
fiduciary duty to the Client, as applicable.
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Certificate Of Completion
Envelope Id: CDEA17B8-8B34-4118-BB6E-A04DA85650C9 Status: Completed
Subject: Complete with Docusign: CO 2025-049 Ridgeline Agreement - Rancho Cucamonga Power - Apr-2025.pdf
Source Envelope:
Document Pages: 20 Signatures: 2 Envelope Originator:
Certificate Pages: 5 Initials: 0 Melanie Morris
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
melanie.morris@cityofrc.us
IP Address: 199.201.174.250
Record Tracking
Status: Original
4/23/2025 11:05:40 AM
Holder: Melanie Morris
melanie.morris@cityofrc.us
Location: DocuSign
Signer Events Signature Timestamp
Dmitry Semenov
dsemenov@ridgelinemuni.com
Principal
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 104.220.243.186
Sent: 4/23/2025 11:13:31 AM
Viewed: 4/23/2025 12:53:15 PM
Signed: 4/23/2025 12:54:51 PM
Electronic Record and Signature Disclosure:
Accepted: 4/23/2025 12:53:15 PM
ID: ae3551ef-08f5-421c-aa88-ec78d7e39819
Jevin Kaye
Jevin.Kaye@CityofRC.us
Finance Director
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 199.201.174.250
Sent: 4/23/2025 12:54:52 PM
Viewed: 4/23/2025 1:44:09 PM
Signed: 4/23/2025 1:44:30 PM
Electronic Record and Signature Disclosure:
Accepted: 4/23/2025 1:44:09 PM
ID: 6950e267-2b66-4128-b92c-d49d24296a12
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
City Clerk Services
ClerkContracts@CityofRC.us
City Clerk
City of Rancho Cucamonga
Security Level: Email, Account Authentication
(None)
Sent: 4/23/2025 1:44:31 PM
Viewed: 4/23/2025 5:38:28 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 4/23/2025 11:13:32 AM
Certified Delivered Security Checked 4/23/2025 1:44:09 PM
Signing Complete Security Checked 4/23/2025 1:44:30 PM
Completed Security Checked 4/23/2025 1:44:31 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Rancho Cucamonga City Clerk's Office (we, us or Company) may be
required by law to provide to you certain written notices or disclosures. Described below are the
terms and conditions for providing to you such notices and disclosures electronically through the
DocuSign system. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to this Electronic Record and
Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to
‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the
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Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available
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send you paper copies of any such documents from our office to you, you will be charged a
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procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time
change your mind and tell us that thereafter you want to receive required notices and disclosures
only in paper format. How you must inform us of your decision to receive future notices and
disclosure in paper format and withdraw your consent to receive notices and disclosures
electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the
speed at which we can complete certain steps in transactions with you and delivering services to
you because we will need first to send the required notices or disclosures to you in paper format,
and then wait until we receive back from you your acknowledgment of your receipt of such
paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to
receive required notices and consents electronically from us or to sign electronically documents
from us.
All notices and disclosures will be sent to you electronically
Electronic Record and Signature Disclosure created on: 2/22/2022 12:08:29 PM
Parties agreed to: Dmitry Semenov, Jevin Kaye
Unless you tell us otherwise in accordance with the procedures described herein, we will provide
electronically to you through the DocuSign system all required notices, disclosures,
authorizations, acknowledgements, and other documents that are required to be provided or made
available to you during the course of our relationship with you. To reduce the chance of you
inadvertently not receiving any notice or disclosure, we prefer to provide all of the required
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us. Thus, you can receive all the disclosures and notices electronically or in paper format through
the paper mail delivery system. If you do not agree with this process, please let us know as
described below. Please also see the paragraph immediately above that describes the
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How to contact City of Rancho Cucamonga City Clerk's Office:
You may contact us to let us know of your changes as to how we may contact you electronically,
to request paper copies of certain information from us, and to withdraw your prior consent to
receive notices and disclosures electronically as follows:
To contact us by email send messages to: jasmin.oriel@cityofrc.us
To advise City of Rancho Cucamonga City Clerk's Office of your new email address
To let us know of a change in your email address where we should send notices and disclosures
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To request paper copies from City of Rancho Cucamonga City Clerk's Office
To request delivery from us of paper copies of the notices and disclosures previously provided
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body of such request you must state your email address, full name, mailing address, and
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To withdraw your consent with City of Rancho Cucamonga City Clerk's Office
To inform us that you no longer wish to receive future notices and disclosures in electronic
format you may:
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To confirm to us that you can access this information electronically, which will be similar to
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if you consent to receiving notices and disclosures exclusively in electronic format as described
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By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm
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You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send
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reference and access; and
Until or unless you notify City of Rancho Cucamonga City Clerk's Office as described
above, you consent to receive exclusively through electronic means all notices,
disclosures, authorizations, acknowledgements, and other documents that are required to
be provided or made available to you by City of Rancho Cucamonga City Clerk's Office
during the course of your relationship with City of Rancho Cucamonga City Clerk's
Office.