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Home My WebLink AboutASH & ASSOCIATES 4A - 2003G �.D9S AGREEMENT TERMWATION ?'?? AM, -7 An 9- 13 Please complete this form when the attached agreement is no longer in effect. fig, N� -AANA Return form to the Deputy Clerk of the Council (M -30). Call 647- 6 -2IMPY q h& aK L questions. The agreement with was completed on and final payment has been made. �- 2003 - 013 (Core) Department - 13-2003-013'02 Signature: Date: City of Santa Ana Revised 4 -16 -87 Clerk of the Council INSURANCL ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES r) _I - y-- o4 FIRST AMENDMENT TO CLERK OF COUNCIL CONSULTANT AGREEMENT DATE: b SAS 3 PbR THIS FIRST AMENDMENT TO CONSULTANT AGREEMENT, is entered C I - aAv-) into this day of G14 -�- , 2003, by and between Robert J. Ash dba 6,11 Ash & Associates ( "Consultant ") Ad the City of Santa Ana, a charter city and municipal corporation of the State of California ( "City "). Recitals: A. The parties entered into Agreement N 2003 -On dated !/ 4.�� , 2003, (hereinafter "said Agreement ") by which Consultant has p ovided organizational consulting, and management/supervisor /employee training to the Santa Ana Police Department. B. In accordance with the terms and conditions of said Agreement, the parties wish to amend the Scope of Services to add a training seminar and increase compensation to pay for the additional training. Wherefore, in consideration of the covenants contained in said Agreement, and subject to all the terms and conditions of said Agreement, except those amended in this First Amendment to Consultant Agreement, the parties agree as follows: 1. Section 1, Scope of Services, shall be amended to include the presentation of a seminar entitled "Steps of Personal and Financial Success ", as set forth in Exhibit A- 1, attached hereto. 2. Section 2, Compensation, shall be amended to increase compensation under said Agreement by $2,200.00, to a maximum amount not to exceed $3,200.00, during the term of this Agreement. 3. Except as herein amended, all terms and conditions of said Agreement shall remain in full force and effect. // // IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to Consultant Agreement on the date and year first written above. ATTEST: (' ATRI HEALY C' �Cler of the Council APPROVED AS TO FORM: JOSEPH W.FLETCHER City Attorney By: 2(GL t �s�dlJ� Laura Sheedy Assistant City Attorney APPROVED AS TO CONTENT: CYKTHIA J. TTELSON Deputy City Manager for Development Services CITY OF SANTA ANA AVID N. REAM City Manager CONSULTANT Organizational Consulting ■ Management/Supervisor/Employee Training June 23, 2003 City of Santa Ana Sue Barker, Manager Administrative Services Division Planning and Building Agency - M20 P. O. Box 1988 Santa Ana, CA 92702 Dear Sue: R- CEIV�D JUN 2 4 2003 349A ANA PL"�NG DEPT I propose to present a seminar entitled "Steps of Personal and Financial Success" to your Management Team. This three and a half hour motivational training seminar would be presented on Wednesday, September 17, 2003, from 12:30 p.m. to 4:00 p.m. Attached is the seminar outline. I will also provide some handouts that pertain to the topics. These handouts would need to be duplicated by your organization for distribution to the attendees. I will need a white board and/or flip charts during the presentation - the more writing space - the better. As in the past, my fee is $175.00 per hour for this seminar. If we are considering offering this same seminar to staff, we might want to add this to the contract. Ash and Associates is a sole proprietorship and I am the only employee. My Tax Identification Number is 572 -56 -2955. I am enclosing a copy of the Certificate of Insurance- Special Event Liability Program that I purchased from the City of Santa Ana. I look forward to working with you and presenting an effective seminar for your Management Team. xJPVga 13361 Prospect Ave. ■ Santa Ana, CA 92705 (714) 564 -4620 ■ (714) 505 -7988 ■ FAX (714) 505- 8718 -104 NIP12- i City of Santa Ana - September 17, 2003 Steps of Personal and Financial Success I. Personal Success A. Your Goal Is Your Future 1. Plan and be goal oriented 2. Planning Process B. Health And Happiness Makes You rich 1. Understand strength and weaknesses 2. Money does not make you rich 3. Burn -out C. To Laugh And To Love Is To Live 1. Treat others with dignity and respect 2. You are not the center of the world 3. Optimistic 4. Have fun 5. Brush up on basic Human Relation Skills - Motivation - Communication - Leadership - Team Building D. "When You Are Green, You Are Growing; When You Are Ripe, You Rot" 1. Be willing to learn 2. Be Flexible 3. Education is a life -long process H. Financial Success A. Take care of basic necessities of life 1. Home/Condo, Car, Food 2. Pleasure B. Take care of insurance needs 1. Health, Auto, Home/Renters 2. Life, Education C. Savings Plan - Cash Flow 1. Budget 2. Pay self first 3. Set goals 4. Break the chains of slavery S. Maximize tax deductions - Maximize savings 6. Never earn the same dollar twice D. Investments - Stocks - Bonds - Mutual Funds E. Retirement Strategies - IRA, 401 -K, 403 -B, 457 F. Estate Planning 1. Wills vs. Trusts 2. Protect the children 3. Power of Attorney III. So How Can You Get Started A. Make a Decision B. Get Educated - Take a class - Read E. Form a Family Team Robert J. Ash Professor/Training Consultant Office: (714) 564 -4620 Home: (714) 505 -7988 l EVANSTON INSURANCE COWANY CERTIFICATE NO- - CERTIFICATE OF INSURANCE SPECIAL EVENT LIABILITY PROGRAM PRODUCER: PUBLIC ENTITY (ADDITIONAL INSURED) 1 Driver Alliant hmnmee Services City of Santa Ana P. O. Box 28323 20 Civic Center Plaza, M -28 Santa Ana, CA 92799 -8323 Santa Ana, CA 92701 (949) 660 -8163 License No: OC 36861 NAMED INSURED (EVENT HOLDER): EVENT INFORMATION: TYPE: Instructional - Self improvement Robert J. Ash DATE(S): Marc December 31, 3 13361 Prospect Avenue LQCA110N: City Hall, Santa Ana Santa Ana, CA 92705 'This is to certify that the policies of inamuice listed below have been Lgsw i to the ittsrrred named above EX the policy period indicated. Notwithstanding any nxparemetiM terms or cwditioris of any contract or other document with respect to which this certificate tray be isstieti or may pertam, the ' mairmce aMaded by the polities &wxt`betl herem is subject to all the terms, exclusions and conditions of such policies. Limits shown may have been reduced by paid cis. INSURANCE CARRIER Evarrsinn hismwence Compemy MASTER POLICY NUMBER: 02SEPIt30OOOI MASTER POLICY DATES: EFFECTIVE: JANUARY 1, 2003 EXPIRATION: JANUARY 1, 2004 COMMERCIAL GENERAL LIABUM OCCURRENCE FORM DEDUCTIBLE: NONE General Aggregate Limit $1,000,000 Products & Comoded Operations 1 UOO,000 Personal & Advertising injury 1,000 00o Each Occurrence Limit 1,000,000 Fire Damage (Any One Fire) 50,000 Medical Payments (Any One Person) 5,000 The limits of iasuaaaice apply sepanttdY to mb evert inwred by this policy as if a separate policy of konimm bas been issued fix that event. "Who is itmued" is anwaded to include, as an insured, the person or oagaatastion flown at this sdkifiule, but only with jewat to ) utility arising out of the ownership, nuumcoaace or use of the premises used by the nsmod iim—d (even bakkr). This inamance dots not amply to Any "tee" why takes place after the event holder ceases to be a tenant in that promimm OTHER ADDITIONAL .INSUREDS CANCEU ATiON: Should the above described policy to cawdW before dw expiraiiaat date tbetaofy the issuing company will mad 30 days written notice to the certificate holder and additional insureds listed_ AUTHORIZED REPRESENTATIVE: DATE ISSUED: 3/25/03 APpRV'JFl? AS "1'O WRIM t urn Siucd}' DePULY C icy- :pit