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CEO LEADERSHIP ALLIANCE ORANGE COUNTY
INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES I I J_ � CITY 0 CI� DATE, � 1 9 1U24 L E • Se�lvrd-a)� March 18, 2024 CEO Leadership Alliance Orange County ("Speaker/Performer") 688 S Coast Highway, Ste 319 Laguna Beach, CA 92651 949-230-6133 khom(),claoc.org Re: Soeaker/Performer Engagement Agreement N-2024-146 This letter represents your agreement with the City of Santa Ana ("City') as entered into on the above date for the engagement described below: 1. Event Description: As further described in Exhibit A, attached hereto, CEO Leadership Alliance Orange County, will provide two presentations focused on the topic of Al career paths and Emerging Technologies in Orange County. 2. Date(s): April 20, 2024 & May 11, 2024 3. Event Time(s): April 20"i: 1:30 p.m. — 4:00 p.m. May 11'": 11:30 a.m. — 1:00 p.m. 4. Location: Santa Ana Public Library, 26 Civic Center Plaza, Santa Ana, CA 92701 ("Property") 5. Compensation: An amount not to exceed $700.00. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Speaker/Performer agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Speaker/Performer agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Speaker/Performer's account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 6. Provided by City: space for the event(s), microphone, projector, tables and chairs. 7. Provided by Speaker/Performer: All other equipment and materials necessary. 8. City Contact Person (for coordinating purposes only): Maria Sepulveda x5265 9. Independent Contractor: Speaker/Performer shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Speaker/Performer performs the services that are the subject matter of this Agreement; however, the services to be provided by Speaker/Performer shall be provided in a manner consistent with all applicable standards and regulations. Speaker/Performer shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 10. Indemnification: Speaker/Performer, his or her agents, or employees (if applicable) agrees to and shall indemnify, defend, and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives Speaker Agreement— CEO Leadership Alliance Orange County Page 2 from and against all loss, expenses, or liability (including costs and attorney's fees) arising from the negligence or willful misconduct of Speaker/Performer, his or her agents, or employees. 11, Release: Speaker/Performer accepts any City -provided equipment used in connection with the performance in their "as -is" condition, with all faults. Speaker/Performer fully releases, waives and discharges forever any and all claims, demands, rights, and causes of action of any kind or nature against, and covenants not to sue, City, its elected officials, officers, employees, agents and volunteers, and all persons acting on behalf of, by, through or under each of them, under any present or future laws, statutes, or regulations for any claim or event relating to the condition of the City -provided equipment or Speaker/Performer's use thereof. 12. The City shall have the right and royalty -free license to simulcast or produce and show a tape -delayed broadcast of Speaker/Performer's presentation to the City community or general public, through webcast or any other means, This license shall be non-oxclusive and the copyright shall remain with die Speaker/Performer, Copies of Speaker/Performer's presentation may be maintained by the City, and Speaker/Performer consents to use of such recordings. 13. Speaker/Performer is solely responsible for payment of royalty fees, performance fees, or similar fees that may be required by unions or similar organizations. Speaker/Performor shall indemnify the City against any liability or damages, including attorney's fees, that may arise as a result of violation by Speaker/Performer of copyright laws. 14, Speaker/Performer shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, disability, or any other basis protected by applicable law in connection with any activities related to this Agreement. 15. This Agreement shall in all respects shall be interpreted, enforced, and governed exclusively by and under the laws of the state of California. Both parties agree that Orange County, California, shall be the venue for any action or proceeding that,may be brought or arise out of, in connection with er by reason of this. Agreement. 16. This Agreement represents the complete and exclusive statement between the City and Speaker/Performer regarding the subject matter herein and supersedes any and all other agreements, oral or written, between the parties. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Speaker/Performer. (signature page follows] N-2024-146 Speaker Agreement — CEO Leadership Alliance Orange County Page 3 SIGNATURE PAGE FOR CEO LEADERSHIP ALLIANCE ORANGE COUNTY SPEAKER/PERFORMER AGREEMENT CITY �OF/fSANTA Mt Alvaro Nunez Acting City Manager ATTEST; City RECOMMENDED FOR APPROVAL ®/—^ - _ Brian Sternberg Library Services Director Library Services SPEAKER/PERFORMER JaPactinanda. ChieMperating Officer APPROVED AS TO FORM: By: B on Salvatierra Deputy City Attorney Exhibit A SCOPE OF SERVICES VENDOR INFORMATION: CEO Leadership Alliance Orange County (CLAOC) 688 S Coast Hwy, Ste 319, Laguna Beach, CA 92651 (949)230-6133 khorn@claoc.ore httos://claoc.ore/ EVENT: Community Sustainability: The Future is Al Presentation Series (Saturday, April 2011, 2024 & Saturday May 11'h, 2024) LOCATION: Main Library, 26 Civic Center Plaza, Santa Ana CA 92701 TERM: April 20- May 11, 2024 • April 20'", 2024 0 1:30-3:00: Presentation with Q and A 0 3:00-4:00 :Youth Project Mentorship ( Assist youth with brainstorming projects on topic of Covid-19 Recovery and Community health sustainability) May 11", 2024 0 11:30-12:30 : Panel Discussion (3 Panelists and 1 Moderator) 0 12:30-1:00 : Audience Q and A COMPENSATION: $ 700.00 ($300 -Presentation April 20" + $400— May ilt', 2024 Panel Discussion) DESCRIPTION: CEO Leadership Alliance Orange County (CLAOC), a community organization that has been in the forefront of providing local Orange County CEOs, educators and AI companies with support and educational outreach in growing and preparing local talent for careers in emerging technologies will provide two presentations focused on the totaic of At career paths and' Emerging Tecfmotogies in Orange County- They will first provide a presentation on the topic of Al Career Paths in Orange County for our library's CA4ALL grant funded youth workforce program interns on April 20t', 2024. They will mentor interns in brainstorming potential projects focused on the topic of community sustainability in their community. CLAOC's second presentation will be in the form of a panel discussion on the topic of Al and Emerging Technology advancements in alleviating the issues food insecurity, climate change and community sustainability. This panel discussion will be held on May 11t', 2024 at our Youth Know Unconference and will be attended by all CA4LL grant funded youth workforce program interns citywide. The Youth Know: Community Social Innovation Internship Program seeks to engage Youth Workforce Interns to mentor and guide teen/young adult volunteers and library patrons of all ages in the development of the skills required to find out about issues of Climate Change, Food Insecurity and Community Sustainability (COVID-19 Recovery). They are then tasked to analyze that information, develop possible paths to improvement/mitigation, and promote their ideas to engage the community and support sources. This internship project is funded by the California for All (CA4ALL) youth workforce grant that is being administered by the Santa Ana WORK Center. EXHIBIT B Exhibit B Speaker/Performer shall procure and maintain for the duration of the Agreement, the following insurance coverages: a. Minimum Scope and Limit of Insurance 1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, Including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. 2. Sexual Abuse and Molestation (SAM) Liability: If the work will include contact with minors, and the CGL policy referenced above is not endorsed to include affirmative coverage for sexual abuse and molestation, Speaker/Performer shall obtain and maintain a policy covering sexual abuse and molestation with a limit no less than $1,000,000 per occurrence or claim. 3. Broader Coverage: if the Speaker/Performer maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Speaker/Performer. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions 1. Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL and SAML policy(ies) with respect to liability arising out of work or operations performed by or on behalf of the Speaker/Performer including materials, parts, or equipment furnished in connection with such work or operations, 2. Certificate Holder: The certificate holder on each evidence of insurance certificate shall be: City of Santa Ana, 20 Civic Center Plaza, Santa Ana, CA 92701. The name and location of event should be included in the description of operations section of each certificate. 3. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than AN% unless otherwise acceptable to the City. 4. Verification of Coverage: Speaker/Performer shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and )endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Speaker/Performer's obligation to provide them. The City reserves the rightto require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 5. Special Events Coverage: Special events coverage is available and can be purchased by Speaker/Performer. Use this link to learn more: www.2sparta.com. 6. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. .aca b° CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDr/YYY) 04/17/2024 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 be endorsed. If SUBROGATIONIS 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 endorsemnnt(s). PRODUCER - CONTACT N BALDWIN KRYSTYN SHERMAN PARTNERS - by ER�gmd /�}�� �a /� P 6 No. Ezt): (AIC, Na): rvI /� nc e81�F'y*gt, d _LA3 ` e v e o�A/C, San Anton! 78251 Ud e. O C 03 _ AICN INSURED INSURERA: Sentinel Insurance Company Ltd. 11000 CEO Leadership Alliance Orange, Inc. INSURER e : 668 N COAST HWY APT 319 INSURER C : LAGUNA BEACH CA 92651-1513 INSURER D : INSURER E : INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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. INSF Ere TYPE OF INSURANCE ADDL HISS SUER WVD POLICY NUMBER POLICY EFF MM D POLICYEXP MM DO YYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 CLAIMS-MADE-1OCCUR DAMAGE TO RENTED PREMISES Ea rten $1,000,000 X General Liability MED UP (My one person) $10,000 A X 72 SBA BE8643 01/27/2024 01/27/2025 PERSONAL& ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $2,000,000 POLICY ❑ PRO- LOC ECT PRODUCTS-COMP/OPAGG $2,000,000 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident) BODILY INJURY (Per person) ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) HIRED NON -OWNED PROPERTY DAMAGE AUTOS AUTOS (Per accident) UMBRELLA LIAR OCCUR EACH OCCURRENCE EXCESS LIAR CLAIMS - MADE AGGREGATE DED RETENTION $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS' LIABILITY STATUTE ER E.L. EACH ACCIDENT ANY YIN PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? NIA E.L. DISEASE -EA EMPLOYEE (Mandatory in NH) If yes, describe under E.L. DISEASE- POLICY LIMIT DESCRIPTION OF OPERATIONS below A DATA BREACH - BUS INC & EX 72 SBA BE8643 01/27/2024 01/27/2025 Limit $50,000 DESCRIPTION OF OPERATIONS/LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is reciulred) Those usual to the Insured's Operations. Risk Management Division 20 CIVIC CENTER PI 7 SANTA ANA CA 92701-4058 BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD COI ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD _ Risk MmaganmtDivisian IffiMEWE06�A�P�P�ROV®BY: d �'•. ® Risk Manzgemen[Spedzkst AGENCY CUSTOMER ID: LOC#: 4cAo ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED BALDWIN KRYSTYN SHERMAN PARTNERS CEO LEADERSHIP ALLIANCE ORANGE, INC. 668 N COAST HWY APT 319 POLICY NUMBER SEE ACORD 25 LAGUNA BEACH CA 92651-1513 CARRIER NAIC CODE SEE ACORD 25 EFFECTIVE DATE: .SEE ACORD 25 ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM FORM NUMBER: ACORD 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE City of Santa Ana, its officers, officials, employees, and volunteers are an additional insured per the Business Liability Coverage Form SS0008, attached to this policy and SAML policy(ies) with respect to liability arising out of work or operations performed by or on behalf of the Speaker/Performer including materials, parts, or equipment furnished in connection with such work or operations. ACORD 101 (2014/01) © 2014 ACORD CORPOI The ACORD name and logo are registered marks of ACORD o liialeM�agrnteMDrvislon REVIE &APPROVED BY: '� Risk Management Speezlht aAllE RTFORD Select Customer Insurance Center 3600 WISEMAN BLVD. SAN ANTONIO TX 782S1 Policyholder, please callus at: (866) 467-8730 Agent, please callus at: (866) 467-8730 SERVICE.TX@THEBARTFORD.COM INSURANCE ENDORSEMENT ATTACHED *** PLEASE REVIEW THE CHANGE *** Enclosed is an endorsement for your business insurance policy. Please review it at your convenience. If you have questions or need to make further changes: Policyholder, please call us at: (866) 467-8730 Agent, please call us at: (866) 467-8730 between 7 A.M. and 7 P.M. CST. The premium billing will be mailed to you separately. You can expect to receive it soon. Thank you for allowing us to service your business needs. THE HARTFORD SELECT CUSTOMER INSURANCE CENTER m. RleleManaganmtDtvlelmr REVIEWED& APPRGV r. j 9, G..seAav4ge Rek Mznzgemen[SpedXist n om s The Hartford Hartford Fire Insura ce pany an I s Ia e One Hartford Plaza, Hartford, Connecticut 06155 now THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY CHANGE This endorsement changes the policy effective on the Inception Date of the policy unless another date is indicated below: Policy Number: 72 SBA BE8643 DX Named Insured and Mailing Address; CEO LEADERSHIP ALLIANCE OF ORANGE COUNTY 668 N COAST HWY # 319 LAGUNA BEACH CA 92651 Policy Change Effective Date: 04/17/24 Effective hour is the same as stated in the Declarations Page of the Policy. Policy Change Number: 001 Agent Name: BALDWIN KRYSTYN SHERMAN PARTNERS Code: 181021 POLICY CHANGES: SENTINEL INSURANCE COMPANY, LIMITED ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT.IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE PROPERTY OPTIONAL COVERAGES APPLICABLE TO ALL LOCATIONS ARE ADDED COMPUTERS AND MEDIA COVERAGE FORM SS 04 41 DEDUCTIBLE: $ 1,000 FORM NUMBERS OF ENDORSEMENTS REVISED AT ENDORSEMENT ISSUE: IH12001185 ADDITIONAL INSURED - PERSON -ORGANIZATION PRO RATA FACTOR: 1.000 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 1104 05 T Page oo1 Process Date: 04/17/24 Policy Effective Policy Expirati, _ Risk k4wwgmwdDiwian REVIEWED & APPRO^VEDB'Y: ®' Risk Management spedali t POLICY NUMBER: 72 SBA BE8643 ,XA THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PERSON -ORGANIZATION LOC 001 BLDG 001 ANAHEIM UNION HIGH 501 N CRESCENT WAY ANAHEIM. CA 92801 SCHOOL DISTRICT THE CITY OF SANTA ANA 20 CIVIC CENTER PLZ SANTA ANA. CA 92701 THE CITY OF SANTA ANA IT'S OFFICERS, EMPLOYEES, AGENTS AND REPRESENTATIVES. Form IH 12 00 1185 T SEQ. NO. 001 Process Date: 04/17/24 Printed in U.S.A. Page 001 Expiration Date: 01 Risk MM&gemnd Division REVIEWED & APPRDvm BV: �'. �� Risk Management SpeaAmt THE HARTFORD BUSINESS SERVICE CENTER THE 3600 WISEMAN BLVD HARTFORD SAN ANTONIO TX 78251 City of Santa Ana Risk Management Division 20 CIVIC CENTER PI 7 SANTA ANA CA 92701-4058 Account Information: Policy Holder Details: CEO Leadership Alliance Orange, Inc. April 17, 2024 El Contact Us Need Help? Chat online or call us at (866) 467-8730. We're here Monday - Friday. Enclosed please find a Certificate Of Insurance for the above referenced Policyholder. Please contact us if you have any questions or concerns. Sincerely, Your Hartford Service Team ,e..v RhkM¢wgmwdDMs1on �,, .'k Rwexm&APraov®8v: fh ` Risk Management SpeoMst 01 WLTR005