HomeMy WebLinkAboutNATIONAL HERITAGE FOUNDATION 2AGREEMENT TERMINATION
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Please complete this form when the attached agreement is no longer in effect.-
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Return form to the Sr. Deputy Clerk of the Council (M-30). 0&64#7-5238 if yoii`Iiave any
questions.
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The agreement with (iL3 °C7r &2�, —
was completed on I -el ) I)IF and final payment has been made.
Department: F uxs-'Pf
Signature: ��_� t(� VCLO
Date:
City of Santa Ana
Revised 8-7-03 Clerk of the Council
INSURANCE ON FILF
iv,rY PROCEEC'
liSURANCE EXPIREh
CLERK OF COUNCIL.
DATA. 7 -[ —oSS
CONSULTANT AGREEMENT
A-2005-146
THIS AGREEMENT made and entered into this 76� day of Sat-AJ6 , 2005 by
C; and between National Heritage Foundation for the benefit of Academy of International Dance, a
Non-profit Foundation (hereinafter "Consultant"), and the City of Santa Ana, a charter city and
Cp municipal corporation organized and existing under the Constitution and laws of the State of
California (hereinafter "City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
dance instruction.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
SCOPE OF SERVICES
Consultant shall perform those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services,
the rates and charges identified in Exhibit A. The total compensation to be paid for services
pursuant to this Agreement shall not exceed $15,000.00 during the term of this Agreement.
b. Payment by City shall be made within thirty (30) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. 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.
3. TERM
This Agreement shall commence on July 1, 2005 and terminate on June 30, 2006, unless
terminated earlier in accordance with Section 12, below. The term of this Agreement may be
extended upon a writing executed by the Executive Director of Parks, Recreation and
Community Services and the City Attorney.
4. INDEPENDENT CONTRACTOR
Consultant 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
Consultant performs the services which are the subject matter of this Agreement; however, the
services to be provided by Consultant shall be provided in a manner consistent with all
applicable standards and regulations governing such services. Consultant 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.
5. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection against
claims arising from bodily and personal injury, including death resulting therefrom and damage
to property, resulting from any act or occurrence arising out of Consultant's operations in the
performance of this Agreement, including, without limitation, acts involving vehicles. The
amounts of insurance shall be not less than the following: single limit coverage applying to
bodily and personal injury, including death resulting therefrom, and property damage, in the total
amount of $1,000,000 per occurrence. Consultant shall supply City with a fully executed
additional insured endorsement in substantially the form attached hereto as Exhibit B upon
execution of this Agreement and shall be approved in form by the City Attorney.
b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300
of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against
liability for worker's compensation or to undertake self-insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain any
employer's liability insurance with limits not less than $1,000,000 per accident.
c. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be canceled
or reduced in coverage or changed in any other material aspect without
thirty (30) days prior written notice to the City.
d. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its
time and materials expended prior to notification of termination. Consultant waives the right to
receive compensation and agrees to indemnify the City for any work performed prior to approval
of insurance by the City.
6. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including health, and claims for property damage, which may arise from the
direct or indirect operations of the Consultant or its contractors, subcontractors, agents,
employees, or other persons acting on their behalf which relates to the services described in
section 1 of this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay
all costs for the defense of the City, including fees and costs for special counsel to be selected by
the City, regarding any action by a third party asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding.
CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees
that it shall not use or disclose such information except in the performance of this Agreement,
and further agrees to exercise the same degree of care it uses to protect its own information of
like importance, but in no event less than reasonable care. "Confidential Information" shall
include all nonpublic information. Confidential information includes not only written
information, but also information transferred orally, visually, electronically, or by other means.
Confidential information disclosed to either party by any subsidiary and/or agent of the other
party is covered by this Agreement.
8. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under
this Agreement.
9. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in person or
mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other
telegraphic communication in the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
telefacsimile (714) 647-6956
With courtesy copy to:
Executive Director of Parks, Recreation and Community Services
City of Santa Ana
20 Civic Center Plaza (M-23)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 571-4235
To Consultant: National Heritage Foundation
6201 Leesburg Pike, Suite 405
Falls Church, Virginia 22044-2201
Telefacsimile (703) 820-5100
Attn: John Talbott Houk, Jr.
With courtesy copy to:
Sonia Miskulin
220 E. 4`h Street, #202
Santa Ana, California 92701
A party may change its address by giving notice in writing to the other party. Thereafter,
communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by telefacsimile, communication shall be effective or
deemed to have been given twenty-four (24) hours after the time set forth on the transmission
report issued by the transmitting facsimile machine, addressed as set forth above. For purposes
of calculating these time frames, weekends, federal, state, County or City holidays shall be
excluded.
10. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the
terms of this Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor
the City. Each party to this Agreement acknowledges that no representations, inducements,
promises or agreements, orally or otherwise, have been made by any party, or anyone acting on
behalf of any party, which are not embodied herein.
11. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void.
12. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination.
13. DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited
by applicable law, in the recruitment, selection, training, utilization, promotion, termination or
other employment related activities. Consultant affirms that it is an equal opportunity employer
and shall comply with all applicable federal, state and local laws and regulations.
14. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the
validity, interpretation, performance, and enforcement of any of the clauses of this Agreement
shall be determined and governed by the laws of the State of California. Both parties further
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 or by reason of this Agreement.
15. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services
hereunder and required by the laws and regulations of the United States, the State of California,
the City of Santa Ana and all other governmental agencies.
16. MISCELLANEOUS PROVISIONS
a. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST:
��J`
[/PATRICIA E. HEi
(i Clerk of the Council
APPROVED AS TO FORM:
JOSEPH W.FLETCHER
City Attorney
By:
Laura Sheedy
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
GERARDO MOUET
Executive Director of Pa ks,
Recreation and Community Services
CITY OF SANTA ANA
DAVID N. REAM
City Manager
CONSULTANT
IOIN T. HOUtK
T xOID#
EXHIBIT A
SCOPE OF SERVICES
Consultant shall provide children's ballet dance instruction for children ages 4 to 12 as follows:
• Consultant shall provide profession level ballet instruction. Traditional ballet
terminology and technique will be utilized. Sequential instruction will be utilized for
optimum instruction.
• Consultant and City shall mutually agree on the time and location each session will be
offered by Consultant. Consultant may adjust the schedule if appropriate facilities are
available. The parties agree that a consistent schedule of class times and locations is
preferred. Consultant shall determine, and inform City at the time this Agreement is
executed, which holidays will be observed.
• Each class shall have a minimum of 15 and a maximum of 20, registered and paid
participants.
• If the minimum registration has not been reached by the second class, the class may be
cancelled by mutual agreement of Consultant and City, with no compensation owed
Consultant for any cancelled class session.
• Consultant shall provide and be responsible for equipment, records, personnel and clean-
up of the facilities and materials necessary to ensure the safety and effectiveness of
instruction.
FEES
• Each participant shall pay a $20.00 class registration fee per monthly session.
• No refunds will be made to participants after the commencement of a session unless the
class is cancelled by the Parks, Recreation and Community Services Agency.
• City shall collect registration fees from each participant. Consultant shall refer interested
students to City for registration.
• Consultant shall receive seventy percent (70%) of total fees collected for the dance
classes within fifteen (15) working days after completion of each class session. City shall
retain thirty percent (30%) of the fees collected.
• Consultant agrees that City shall be entitled to audit Consultant's records and classes to
ensure compliance with this Agreement and that all participants are registered.
• Consultant may not waive class participation/registration fees.
• City shall prepare class rosters and provide a copy to Consultant. Only registered
participants, listed on roster, may participate in class.
EXHIBIT B
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
relating to the following:
I . The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its
officers, employees, agents, volunteers and representatives are named as additional insureds
("additional insureds") with regard to liability and defense of suits arising from the operations
and uses performed by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on
behalf of the named insured, such insurance as is afforded by this policy is primary and is not
additional to or contributing with any other insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separately to each insured against whom claim is made or
suit is brought except with respect to the company's limits of liability. The inclusion of any
person or organization as an insured shall not affect any right which such person or organization
would have as a claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been
given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701.
(Completion of the following, including countersignature, is required to make this endorsement
effective.)
Effective
Policy #
Issued to
this endorsement form as a part of
Named Insured
Countersigned by
Authorized Representative
EVANSTON INSURANCE COMPANY
CERTIFICATE NO.: -
CERTIFICATE OF INSURANCE
EXCLUDES COVERAGE FOR NOMINEE EVENTS. SEE SEPARATE APPLICATIONS FOR NOMINEE EVENTS.
SPECIAL EVENT LIABILITY PROGRAM
:
PUBLIC ENTITY (ADDITIONAL INSURED)
City of Santa Ana
nt Insurance Services in conjunction with
FInsurance
20 Civic Center Plaza, M-28 ,
nce Services
44,A
A,
Santa Ana,CA.92701
323 A605—
92799-8323
_ J/ f 7J163
oZf10
License No: OC 36861
NAMED INSURED (EVENT HOLDER):
EVENT INFORMATION:
National Academy of International Dance
TYPE:
220 E. 410 Street, Ste 202
-Ballet
DATE(S): January I - December 31. 2006
Santa Ana, CA 92701
LOCATION: Salgado/Memorial Comm Canters
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 requirements, terms or conditions of any cootrut or other document with respect to which :.`Ls
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.
INSURANCE CARRIER: Evanston Insurance Company
MASTER POLICY NUMBER: 04SEPI000OOI
MASTER POLICY DATES: EFFECTIVE: JANUARY 1, 2006 EXPIRATION: JANUARY 1, 2007
COMMERCIAL GENERAL LIABILITY
General Aggregaro limit
OCCURRENCE FORM
DEDUCTIBLL: NONE
$ 2,000,000
Products & Completed Operations 1,000,0W
Personal & Advertising injury 1,000,000
Each Occumcace Limit 1,000,000
Fire Damage (Any One Fite) 50,000
Medical Payments (Any One Person) 5.000
Tne limits of insurance apply aepmuely to each event insured by this polies,as if- separate policy uri"sumnee has been issued for that i,mt.
"Who is insured" is amended to include, as m insured, eha person or oraud,Auon shown In this schcduk, but only with respect to liability snshtg out of the
ownership, maintenance or use of the premises used by the mined insured (event holder). Ibis utsumtcc does not apply w: Any "occurtence" which lakes place
after the event holder ceases w be a truant in that premises.
OTTIER ADDITIONAL INSUREDS
C_ A�'�I:1-LAT10N. Should the above described policy io Cancelled before the expiration date thereof, the issuing company will mail 30 days written notice to the
ccrtificase heidu and additional insvreda listed.
AUTHORIZED REPRESENTATIVF:
DATE ISSUED:
r: i::a::,r., —
Td WIJZ17:60 90OF E0 -dos SOE60SSbU : 'ON XHd
alli: WOW
EVANSTON INSURANCE COMPANY
CERTIFICATE NO.: 2007 -03
A -,�bo 5 - N(p
CERTIFICATE OF INSURANCE
EXCLUDES COVERAGE FOR NOMINEE EVENTS. SEE SEPARATE APPLICATIONS FOR NOMINEE EVENTS.
SPECIAL EVENT LIABILITY PROGRAM
PRODUCER:
PUBLIC ENTITY (ADDITIONAL INSURED)
City of Santa Ana
Alliant Insurance Services, Inc. in conjunction with
20 Civic Center Plaza, M-28
Apex Insurance Services
Santa Ana, CA 92701
P. O. Box 6450
Newport Beach, CA 92658
(949)660-8163
License No: OC 36861
NAMED INSURED (EVENT HOLDER):
EVENT INFORMATION:
National Heritage Foundation
TYPE: Ballet Class
Academy of International Dance
DATE(S): Jan. 1, 07 - Dec. 31, 07
Sonia Miskulin
LOCATION: Saleado Center and Memorial Park
220 E. 4th Street, Suite 202, Santa Ana, CA 92701
"Liquor Liability after tam ❑
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 requirements, terms or conditions 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. ,
INSURANCE CARRIER: Evanston Insurance Company
MASTER POLICY NUMBER: 04SEP 100000I
MASTER POLICY DATES: EFFECTIVE: JANUARY 1, 2007 EXPIRATION: JANUARY 1, 2008
COMMERCIAL GENERAL LIABILITY
OCCURRENCE FORM
DEDUCTIBLE: NONE
General Aggregate Limit S 2,000,000
Products & Completed Operations I,000,00O
Personal & Advertising Injury 1,000,00()
Each Occurrence Limit 1,000,000
Fire Damage (Any One Fire) 50,000
Medical Payments (Any One Person) 5,000
The limits of insurance apply separately to each event insured by this policy as if a separate policy of insurance has been issued for that event.
"Who is insured" is amended to include, as an insured, (he person or organization shown in this schedule, but only with respect to liability arising out of the
ownership, maintenance or use of the premises used by the named insured (event holder). This insurance does not apply to: Any "occurrence' which takes place
after the event holder ceases to be a tenant in that premises.
OTHER ADDITIONAL INSUREDS
l
soI
NCELI.A"PION Should the above described policy to cancelled before the expiration date thereof,the issuing company will mail 30 days written notice to the
Lcrf
ficate holder and additional insureds listed.
AUTHORIZED REPRESENTATIVE:
DATE ISSUED:
Generates! by Risk Management Division by:
CHECKLIST FOR PROCESSING
AGREEMENTS AND AMENDMENTS
TO: CLERK OF THE COUNCIL OFFICE
FROM: DEPT.: Parks, Recreation & Community Services Agency MAIL STOP: M-23.
CONTACT PERSON: Carla Thompkins EXT.: �i 4�2,22�_
AGREEMENT NUMBER (if amendment): A / N
AMENDMENT NUMBER (if applicable): ❑ 1ST
COUNCIL APPROVAL DATE:
AMOUNT:
❑ OVER $25,000- (A)
A-2006-143
❑ 2ND ❑ 3RD ❑
® UNDER $25,000* (N)
NAME OF CONSULTANT: National Heritage Foundation dba Academy of International Dance
TERM OF AGREEMENT: EFFECTIVE DATE: 6/19/06 TERMINATION DATE: 6/30/07
INSURANCE REQUIRED: ❑ NO (Provide City Attorney Office approval)
® YES
❑ AUTO
❑ PROFESSIONAL LIABILITY
® CGL (Commercial General Liability)
❑ WORKERS COMPENSATION
(INSURANCE APPROVAL REQUIRED BY CAO PRIOR TO SUBMITTING TO COTC)
SIGNATURES REQUIRED:
❑ VENDOR ❑ AGENCY (UNDER $25,000*)
❑ CITY ATTORNEY ❑ OTHER
COMMENTS: Attached City -provide insurance herewith for Clerk's Office files.
FOR CLERK
❑ PROCESS ❑ DO NOT PROCESS
❑ MISSING CONTACT/PROJECT MANAGER INFORMATION
❑ MISSING SIGNATURES
❑ NEEDS COUNCIL APPROVAL
❑ OTHER
ADDITIONAL REMARKS:
* rharter amenrlmenf effective Deeember 21. 2006 for Citv Manaaer contract