Loading...
HomeMy WebLinkAboutLIEBERT CASSIDY WHITMORE 1 -2001 r n'..."' " ',"N-,2001-064 117 . . (. rI P-/'i-QI, Y" , (j/.. CONSULTANT AGREEMENT: ikl' THIS-AGREEMENT, made and entered into this 'fa vi day ofi . and between Leibert-Cassidy- Whitmore, a Professional Law Corporation (hereinafter "Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State ofCa]ifomia (hereinafter "City"). ,200] by RECITALS A The City desires to retain a consultant having special skill and knowledge in the field of public employment legal training. 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: 1. SCOPE OF SERVICES Consultant shall provide 4 days of training, divided into half and full days (seven classes) annually in various aspects of public employment law, processes and procedures to City employees 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, $1,745.00, annual consortium membership fee. The total sum to be expended under this Agreement, shall not exceed $10,000.00 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 the date first written above and terminate on June 30, 2001 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 Personnel Services Agency 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 ofthe 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 ofthis 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. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non-owned automobiles. c. 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. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim. 2 e. 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. f. 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 oftermination. 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: (1) 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; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. 7. 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. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, 3 through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by (}peration oflaw; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 8. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shaIl 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 foIlowing 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 copies to: Executive Director of Personnel Services Agency City of Santa Ana 20 Civic Center Plaza (M-45) P.O. Box 1988 Santa Ana, California 92702 and, City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647-6515 4 To Consultant: Leibert-Cassidy- Whitmore 6033 West Century Blvd Suite 601 Los Angeles, CA 90045 A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, any notice, tender, demand, delivery, or other 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, any notice, tender, demand, delivery, or other 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. Nothing in this Agreement shall be construed to limit the City's ability to have any ofthe services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 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, subject to the following conditions: 5 a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 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 and all questions relating to its validity, interpretation, performance, and enforcement shall be government and construed in accordance with the laws of the State of California. 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. Consultant shall notify the City immediately and in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each ofthe terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 6 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA ANA z. -fllt'/'i) ~ .rt:a.JL~ PATRICIA E. HEALY Clerk of the Council APPROVED AS TO FORM: JOSEPH W. FLETCHER City Attorney . RECOMMENDED FOR APPROVAL: CONSULTANT Employer ID # or Individual SS # 7 LIEBERT CASSIDY WHITMORE 2001 Workshop Schedule A PROFESSIONAL LAW CORPORATION Oran~e County ERC February 22, 2001- "Fitness for Duty and Confidentiality of Medical Records" date: Thursday, February 22, 2001 time: 9:00 a.m. to 12;00 p.m. location: Costa Mesa audience: Human Resources, Risk Managers and Command levels of Police and Fire March 29, 2001 - "Advanced Disability Discrimination, Family and Medical Care Leave, Workers' Compensation and Disability Retirement" date: Thursday, March 29, 2001 time: 9:00 a.m. to 4:00 p.m. location: Costa Mesa audience: Upper Management, Personnel/Employment Relations Staff, Agency Counsel April 11, 2001 - "FLSA: Audit" date: Wednesday, April 11, 2001 time: 9:00 a.m. to 12:00 p.m. location: Costa Mesa audience: Personnel, Human Resources, Finance, Risk Management and Department Heads in this area May 3,2001. - "58402 & 58 739 " date: Thursday, May 3, 2001 time: 9:00 a.m. -4:00 p.m. location: Costa Mesa audience: Supervisors and Managers EXHIBIT" 4. Liebert Cassidy Whitmore 6033 W. Century Blvd., Sle. 601 Los Angeles, CA 90045 (310J 643-6492 . 2570 W. EI Camino Real, Suite 600, Mountain View, CA 94040 (65OJ 94 T .933) - 2001 Workshop Schedule I Pg.2 September 27, 2001 - "Creative Compensation" date:- Thursday, September 27, 2001 time: 9:00 a.m. to 12:00 p.m. location: Costa Mesa audience: Human Resources, Personnel/Employment Relations Staff October 25, 2001 - "Recommended Leadership Techniques for the First Line Supervisor/Manager" date: Thursday, October 25, 2001 time: 9:00 a.m. to 4:00 p.m. location: Costa Mesa audience: Supervisors and Managers November 15, 2001- "New Legal Issues You Need to Know" date: Thursday, November is, 2001 time: 9:00 a.m. to 12:00 p.m. location: Costa Mesa audience: Executive Managers, Personnel/Employment Relations Staff, Agency Counsel Liebert Cassidy Whitmore 603) W. Century Blvd.. Ste. 601 Los Angeles. CA 90045 ()IO} 645-6492 . 2$70 W. El Camino Real. Suite 600, Mountain View, CA 94040 1650l 941.9333 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 Representati ve 03-lH 1 A'C:ORIJ... ., II :16AM FROM-N,rvlr A"oel,t., CERTIFICATE OF LlABIL TY IN~UKAN\,;~r~B~~l I 02126/01 HIS CE:RTlt='ICAiE 15 rssu~o AS A MATTER OF INFORMATION NlY AND CONFERS NO RIG~TS UPON TH~ CEi'lTlfICATE OLDER. THIS CERTIFICATE DOES NOT AMEND. EXHND OR LTER THE COVERAGE AfFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE 616 Z9HOI0 H41 P OOZ/C03 F-,9Z tOOUCtR arver A$sociatQs, Inc. 41 W. Las Tunas O~iv~ Q Box 1509 an Gabriel CA 91776 'hone:626-943-2200 Fax;626-299-1010 ISlJl\EO Lieber~ C~ss~dy Whitmore ~inda Wil~iams-Acco~n~inq 6033 W. eentufY BLvd., Ste.601 Los Angeles C~ 90045 ;OVERAGES IU URf!f{A St P3u..! Fire IN I'lER 5. tJnde;:;wz"i ters : lrl~-;----' r;~- ! !N UR~R e, & Marine Ins: Co. at Lloyds ..- .- '-- THE ?OL1CIGS OJ:" ;NSURANCE I,.ISlED !lE~O"J'I HAV~ iJEEN ISSuED T:J iHE INSUREr) NN~EO A!'lO F"OR THE ...olley PEROQ INo"C...~eo. NonVITHSTANP1MJ ,l"N'( RiOI..;I"EMfr-T, TI;RM OR CONOmO''1 OF ANY C/)NTRACT OR CT"HiR DOCUMENT v..JTH RES fer TO WHICH THIS C5RTIFICAn: tM'Y as ISSUEO CR MAY PERTAIN. THE INSUMNCE AS=FQf;1.JEe' 6YTHl; PCUCIE~ oeSCRI8ED HERE!N [S SU8J!:cr rc ALL TM!: TERM$, EXCl\"S:vNS AND CONDITIONS OF SUCH PC\.ICIi;:S. AQG~t::>A"e: LIMITS sMe.....V:-: NA.Y HAY!: eeEN Fl.EDltC!:O I:lY PA!D CL.,c"IMS, ~ "NPtCFINSUMNCE I POL.1C::YNUM13e.~ : GENI;:AAL llASlI.rrV i '-::l i\ iX, COMMER:;1At GENl;RAlllABJlITY BK00749463 /---'----, r:71 ~~I.. ,J CLAIMS MADE ~ occu~ ~,----_. f--.;----. i GENlAGGfi!:\1ATe: lIM:'T Ai"PL~=fiS "iR, r-; r--l PRe. 1'- I : POl.fCY j I JEer tOC : AI,JrOMOB1LE l1A.SIL.fT"( l\ :-/ "'N'( AuiO C ....Ll ow,",eo AUlas j-J GC:-l~iJUL;O A'JTC.s I X : nlRED AUTOS 1- - ~ X j ~ON,OV>iNEO AUTOS r--! BK00749463 1 fO ;e;"nf;ljrl;;~r~J; O~T ::~.~MiOO;YYI DATE MM1DOfYY) 1l1,llfTS .1 EA~H OCCURRENCE I iJ 1,000,000 1 114/00 I 12/14/01 ~DAMAGE[A'1YeMli~~) 1$1,000,000 I ~IiDEXF(A.nYtlnQPl!r$O<'I) !$5,000 I I P',,"RS::'NAL. & ACvlNJURY ($1,000, oog.~ GENi;RAl "GG~EGATE 1$ 2,000, ooe fi'ROiJUCTS.COMPIOPAM 152,000,000 I' I 1'1,000,000 I, I I , I COWIl!NEO s!rj~l.e urAIT I lEe t~~:~Qrl\) 1 /14/00 12/14/01 ~ , i 800llY iNJVRY I r~~r .o~f&C') i-- I 90DII".'( INJURY (?erQ~~id...-;!) ! I' PROPER'!Y C.At.lAGE (pet!tccia\lI1!J I' AUT:laNlY-EAAC~_:OiS:l j ~ oTHER THAN ~ $ j AUTO O;"IL. Y: A.GG I $ i iACH OCClJRAEl>lCE J 1; !,:~GOFl~GATE i $ i'._ I. . -~._-- .=l I I :' i OI;;'OJCTfSLE I n Rf;TeNTION 1 _ I WORKERS COMPEr-lSATI:)1-j A.ND 'I jE.",oY"S' ""'''UIT I I ~ I 1 I : OTlifR I i B : :La"y"". Prof. :Liab CX3185800 I l 2/10/00 I 12/10/01 I OESCRfPTlOM O~ cP&:RAnoNSll.OCATIOl><SIVe:H1Cl.E$lUc.-LUSIONS ,o,DOIOO BY c,ND?,q5~.MENTIS ECfAI". F'R.O\ftS10NS The City of Santa Ana is ~ncluded as Additional InsUr@d under the General Liabi1ity COVerage only. 10-day notice of ~ancQ lation for non-payment of prQt:\i.uJ'I1,. h- i J ~?~!\AGE LLABllll)' I ,I ANY AUTO ~. , , i f EXcess LIABILITY ~.n', _ __ LI OCCiJ~ I.~ ttAiMS /VADE , L- , '--1 i I I ! ! i i I i I /' I I . TORY uMris ' ,!\.i~~' i iiJ.. I!:.I\C/1 ACClO(,.,r ~ I e:.l... DtSl<""SE. EA EW,lOYil: $ ! E./.. OrSEASI;.'. POLICY LiMIT , $ .-- Per Claim Aaarecate 2,000,000 2,000 000 /,?1 The C~ty of Santa Ana Fax # 714-647-6930 Jim Stike~~ather 20 C1vic Center Plaza Santa Ana CA 92702 II N I AODltlOl'Mt. m:il)/tEC; INSVREFlI.~"tT't~, ANCELLATION TfiEC.I; -1 I S110UL-tJ AtiYOF THE ABO'Je tESC!:lIBl":O POllelES 91:. CANCELLED aEFORE TH!; EXPlRAT1Q";;11 I o.ne THcREO~, j"S lSS:JII~c; IN$1,I1:lE1t ~Vll EI\DEAVOA 'to MAll ~ DAYS WR:TTE~ . AJOllCE TO THE e'Ri/fICATE HOi.O.;~ NAMED TO THE l.EF", Bur FAILU~E jO CO $0 SHALL IfAPOSE NO OBLtl',;A "ION OR LIA61~Jry OF A V" "'IND u/f>O,1J TNE INSURER, ITS A~NTS OR. ~SENTATIVE6 I I' T' I fV'~ arolc1 Havnaek f ( <1>ACORDCOFlPOflATION 19M APPROVED Irs TO l"ORM . I CERTIFICATE HOLDER ACORD 25.$ (7/g7) Michael Vigliotta Deputy City A rtorney 5 ~ ~ le3 m fii!!!l! - ~ ~ ~~ ~ 11 ~ ~ -=-~ 01-14-C1 11:!TAM FROM-NHver AHociQtes 4 " ... 'ff o . :.; 0' " PolicV Number. BK00749453 State Or Political Subdivisions - Permits AODITIONAL IIISUREIl o o t- OlE zgHOIO T-l41 P.C03IC03 F-492 ~ THIS ENIlORSEMENf OiANIiES THE POLICY. PLEASE READ IT REfULL Y, This endorser:lent modifies lnSJranCe provided under 1h~ fot/awing' '" lIA8illTY COVERAGE PART . '" '" '" .., State 0' Political Subdivision: '" " '" ~ City of Santa Ana g 20 Civic Center Plaza " '" Santa ft.na, CA 92702 N o o o '" . Sch dule SECTiON II . WHO is AN INSURED" amende" to indude as an insured anv state or pOlitical subdivi,ion shown in the Schedule. s~bject to the following pro'lisioilS: 1. This insurance spplies orl!Y with respecr to operaticns pertormed by you or on your hehalf for which the state {lr political subdivi:;ion has issued a permit. CVS:=: Z2 eo 03 95 2,. This insurance does not apply 10: a. 'Bodily in:u"l: "proporty damage: "personal iojur!"or 'ad;ercising inju,," arising out of operalions performed lor the state or municipality: or b. "Sadilv iniu",' or "property damag' included within tho .pn)dlK:(s-completed Qperatiofl,s hazard. ~ APPROVED AS 1'0 fOlZlVJ Pafii'10f1