HomeMy WebLinkAboutItem 35 - Amendments to Agreements with Claudia Perez, Andrew Linares, and Valerie Magdaleno City Manager Office
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Item # 35
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
February 20, 2024
TOPIC: City Council Aide Consultancy Services
AGENDA TITLE
Approve Second Amendments to Agreements with Claudia Perez, Andrew Linares, and
Valerie Magdaleno for City Council Aide Consultancy Services (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute amendments to the agreements with Claudia
Perez, Andrew Linares, and Valerie Magdaleno for City Council aide consultancy
services to increase the not-to-exceed amount of each agreement by $10,000, for a
total amount not to exceed $60,000 per each agreement, and to extend the term of the
agreements to June 30, 2024. (Agreement Nos. A-2024-XXX, A-2024-XXX, A-2024-
XXX)
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
During Fiscal Year 2022-23, the City Council appropriated $420,000 to be budgeted
annually to provide City Council aide consultancy services for each member of the City
Council. Under this program, each councilmember may direct the City Manager’s Office
to engage one or more independent contractors to provide services to that
councilmember; these direct services augment general City Council staff support
provided by the City Manager’s Office and include one or more of the following: (1) data
collection and analysis, program evaluation, and public policy; (2) community
engagement; and (3) constituent services.
As directed by the City Council, the City Manager’s Office allocates $60,000 for these
services for each of the seven members of the City Council, totaling $420,000. The
table below provides an overview of all existing agreements for City Council aide
consultancy services.
City Council Aide Consultancy Services
February 20, 2024
Page 2
4
0
5
8
Independent
Contractor Name
Provides Services
to
Agreement
Amount
Term End Date
Claudia Perez Mayor Amezcua $50,000 April 30, 2024
Lisbeth Rosales Mayor Pro Tem
Phan
$15,000 December 31, 2024
Dustin Lam Mayor Pro Tem
Phan
$15,000 December 31, 2024
Amanda Tran Mayor Pro Tem
Phan
$5,000 December 31, 2024
Jenny Igual Councilmember
Vazquez
$30,000 June 30, 2024
Elizabeth Alvarado Councilmember
Vazquez
$30,000 June 30, 2024
Yenni Diaz Councilmember
Vazquez
$25,000 June 30, 2024
Valerie Magdaleno Councilmember
Lopez
$50,000 April 30, 2024
Andrew Linares Councilmember
Bacerra
$50,000 April 30, 2024
Fatima Alavos Councilmember
Hernandez
$30,000 June 30, 2024
Terry Tucker Councilmember
Hernandez
$30,000 June 30, 2024
Frida Ramirez Councilmember
Penaloza
$40,000 June 30, 2024
Ricardo Sandoval Councilmember
Penaloza
$20,000 June 30, 2024
Until now, all agreements for City Council aide consultancy services have been
executed by the City Manager in accordance with the City Manager’s award authority of
$50,000 (per the Purchasing Policy Ordinance). To provide for a compensation amount
of $60,000 for each of the three independent contractors who are projected to reach the
annual budgeted allocation per councilmember, staff recommends that the City Council
approve amendments to the agreements with Claudia Perez, Andrew Linares, and
Valerie Magdaleno.
FISCAL IMPACT
This item includes three proposed amendments that, if approved by the City Council,
will increase City Council aide consultancy services-related expenditures by $30,000 for
the remainder of FY 2023-24. Funds in the amount of $30,000 are available for
expenditure in the City Council Serv. Enhancement – Contracted Vendor Personnel
Services account (no. 01104012-62302).
City Council Aide Consultancy Services
February 20, 2024
Page 3
4
0
5
8
EXHIBIT(S)
1. Second Amendment to Agreement with Claudia Perez
2. Second Amendment to Agreement with Andrew Linares
3. Second Amendment to Agreement with Valerie Magdaleno
Submitted By: Tom Hatch, Interim City Manager
Approved By: Tom Hatch, Interim City Manager
SECOND AMENDMENT TO CONSULTANT AGREEMENT WITH CLAUDIA PEREZ
TO PROVIDE LEGISLATIVE SUPPORT SERVICES FOR
MAYOR VALERIE AMEZCUA
THIS SECOND AMENDMENT to the above-referenced agreement is entered into on March 5,
2024, by and between Claudia Perez (“Consultant”) and the City of Santa Ana, a charter city and
municipal corporation organized and existing under the Constitution and laws of the State of
California (“City”).
RECITALS
A. The parties entered into Agreement No. N-2023-187 (“Agreement”) dated July 1, 2023, to
provide legislative support services for Mayor Valerie Amezcua.
B. On November 7, 2023, the parties entered into a First Amendment to the Agreement (#N-
2023-187-01) to extend the term of the Agreement until April 30, 2024, revise the
Consultant’s hourly rates, and increase the total “not-to-exceed” amount to the available
compensation. The Agreement is current and in effect.
C. The parties now wish to further amend the Agreement to increase the total “not to exceed”
amount available under the Agreement and to extend the term of the Agreement. No other
changes are contemplated by this Second Amendment.
The Parties therefore agree:
1. Section 2.a., Compensation, is amended to read as follows: City agrees to pay, and
Consultant agrees to accept as total payment for Consultant’s services for City, the amounts
listed in sections 2.b. through 2.f. of this Agreement. The total sum to be expended during
the term of this Agreement shall not exceed $60,000.00.
2. Section 3, Term, is amended to read as follows: This Agreement shall commence on July
1, 2023 and terminate on June 30, 2024, unless terminated earlier in accordance with
Section 15, below.
3. Except as modified by this Second Amendment, all terms and conditions of the Agreement,
as amended, shall remain in full force and effect.
[signatures on following page]
City Attorney
Jonathan T. Martinez
Assistant City Attorney
SIGNATURE PAGE FOR SECOND AMENDMENT TO CONSULTANT AGREEMENT
WITH CLAUDIA PEREZ TO PROVIDE LEGISLATIVE SUPPORT SERVICES FOR
MAYOR VALERIE AMEZCUA
IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment to the Agreement
on the date and year first written above.
Jennifer L. Hall Thomas R. Hatch
City Clerk Interim City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
Claudia Perez
SECOND AMENDMENT TO CONSULTANT AGREEMENT WITH ANDREW
LINARES TO PROVIDE LEGISLATIVE SUPPORT SERVICES FOR
COUNCILMEMBER PHIL BACERRA
THIS SECOND AMENDMENT to the above-referenced agreement is entered into on March 5,
2024, by and between Andrew Linares (“Consultant”) and the City of Santa Ana, a charter city and
municipal corporation organized and existing under the Constitution and laws of the State of
California (“City”).
RECITALS
A. The parties entered into Agreement No. N-2023-195 (“Agreement”) dated July 1, 2023, to
provide legislative support services for Councilmember Phil Bacerra.
B. On November 7, 2023, the parties entered into a First Amendment to the Agreement (#N-
2023-195-01) to extend the term of the Agreement until April 30, 2024, and increase the
total “not-to-exceed” amount to the available compensation. The Agreement is current and
in effect.
C. The parties now wish to further amend the Agreement to increase the total “not to exceed”
amount available under the Agreement and to extend the term of the Agreement. No other
changes are contemplated by this Second Amendment.
The Parties therefore agree:
1. Section 2.a., Compensation, is amended to read as follows: City agrees to pay, and
Consultant agrees to accept as total payment for Consultant’s services for City, the amounts
listed in sections 2.b. through 2.f. of this Agreement. The total sum to be expended during
the term of this Agreement shall not exceed $60,000.00.
2. Section 3, Term, is amended to read as follows: This Agreement shall commence on July
1, 2023 and terminate on June 30, 2024, unless terminated earlier in accordance with
Section 15, below.
3. Except as modified by this Second Amendment, all terms and conditions of the Agreement,
as amended, shall remain in full force and effect.
[signatures on following page]
City Attorney
Jonathan T. Martinez
Assistant City Attorney
SIGNATURE PAGE FOR SECOND AMENDMENT TO CONSULTANT AGREEMENT
WITH ANDREW LINARES TO PROVIDE LEGISLATIVE SUPPORT SERVICES FOR
COUNCILMEMBER PHIL BACERRA
IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment to the Agreement
on the date and year first written above.
Jennifer L. Hall Thomas R. Hatch
City Clerk Interim City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
Andrew Linares
SECOND AMENDMENT TO CONSULTANT AGREEMENT WITH VALERIE
MAGDALENO TO PROVIDE LEGISLATIVE SUPPORT SERVICES FOR
COUNCILMEMBER JESSIE LOPEZ
THIS SECOND AMENDMENT to the above-referenced agreement is entered into on March 5,
2024, by and between Valerie Magdaleno (“Consultant”) and the City of Santa Ana, a charter city
and municipal corporation organized and existing under the Constitution and laws of the State of
California (“City”).
RECITALS
A. The parties entered into Agreement No. N-2023-165 (“Agreement”) dated July 1, 2023, to
provide legislative support services for Councilmember Jessie Lopez (then Mayor Pro Tem
Jessie Lopez).
B. On November 7, 2023, the parties entered into a First Amendment to the Agreement (#N-
2023-165-01) to extend the term of the Agreement until April 30, 2024, revise the
Consultant’s hourly rates, and increase the total “not-to-exceed” amount to the available
compensation. The Agreement is current and in effect.
C. The parties now wish to further amend the Agreement to increase the total “not to exceed”
amount available under the Agreement and to extend the term of the Agreement. No other
changes are contemplated by this Second Amendment.
The Parties therefore agree:
1. Section 2.a., Compensation, is amended to read as follows: City agrees to pay, and
Consultant agrees to accept as total payment for Consultant’s services for City, the amounts
listed in sections 2.b. through 2.f. of this Agreement. The total sum to be expended during
the term of this Agreement shall not exceed $60,000.00.
2. Section 3, Term, is amended to read as follows: This Agreement shall commence on July
1, 2023 and terminate on June 30, 2024, unless terminated earlier in accordance with
Section 15, below.
3. Except as modified by this Second Amendment, all terms and conditions of the Agreement,
as amended, shall remain in full force and effect.
[signatures on following page]
City Attorney
Jonathan T. Martinez
Assistant City Attorney
SIGNATURE PAGE FOR SECOND AMENDMENT TO CONSULTANT AGREEMENT
WITH VALERIE MAGDALENO TO PROVIDE LEGISLATIVE SUPPORT SERVICES
FOR COUNCILMEMBER JESSIE LOPEZ
IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment to the Agreement
on the date and year first written above.
Jennifer L. Hall Thomas R. Hatch
City Clerk Interim City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
Valerie Magdaleno