HomeMy WebLinkAboutFRASCO INVESTIGATIVE SERVICES-2007
INSURANCE ON FILE
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
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CLERK OF COUNCIL
DATE: AUG 3 1 2007 CONSULTANT AGREEMENT
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THIS AGREEMENT, made and entered mto thIS 25 day of July, 2007 by and between
Frasco Investigative Services, a California 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 of California (hereinafter "City").
N-2007 -093
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
investigative services.
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 perform investigative services regarding two separate personnel matters.
Consultant shall report directly to, and provide services at the written direction of, the Executive
Director of Personnel Services.
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 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,
2008, 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 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. 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 $] ,000,000 per accident.
d. Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $] ,000,000 per claim.
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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 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: (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 I 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. 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 challenging the validity
of this Agreement, or 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.
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
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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,
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 operation of law; 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 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 copies to:
Executive Director of Personnel Services
City of Santa Ana
20 Civic Center Plaza (M-24)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (7]4) 647-5103
and
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box] 988
Santa Ana, California 92702
telefacsimile (7]4) 647-6515
To Consultant:
Frasco Investigative Services
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2900 Bristol Street, Building A, Suite 285
Costa Mesa, California 92626
Telefacsimile (714) 528-8937
Attn: Derek Nelson
A party may change its address by giving notice in writing to the other party. Thereafter,
any 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. Nothing in this Agreement
shall be construed to limit the City's ability to have any of the 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:
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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 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 its 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 of the 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.
II
II
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
~~_4
PA TRlCIA E. HE~
Clerk of the Council
CITY OF SANTA ANA
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~AVIDN.REAMJ
City Manager
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
By:~~g,L
Laura Sheedy . ('
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
FRASCO INVESTIGATIVE SERVICES
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EXHIBIT A
FEE SCHEDULE
Hourly Rate
Mileage
Steno
$68.50Ihour
$ 0.60/mile
$ 7.50/page
8
ACORD CERTIFICATE OF LIABILITY INSURANCE 'I DATE (MMIDDIYYYY)
TIll 0410112007
"RODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
/\lIiance Mgl & Insurance Services, Corp ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
icense # 0737966 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
1'.0. Box 849 #-0200 7- 09J
San Marcos CA 92079 INSURERS AFFORDING COVERAGE NAIC#
NSURED FRASCOINC INSURER A: First Mercurv Insurance Company
215 W ALAMEDA AVENUE INSURER B: First Mercurv Insurance Companv
INSURER c:
BURBANK CA 91502 INSURER D:
INSURER E:
OVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDmON OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIACATE 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
P'iES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAlO ClAIMS.
~ D TVDI: no: POLICY NUMBER POLICY EFFECTIVE POLICY EXPIRATION LIMITS
~ LlABI./TY EACH OCCURRENCE $ 1,000 000
I) X COMMERCIAL GENERAl lIABILITY FMMIOO5261-3 04101/07 04101108 DAMAGE TO RENTED S 100000
J ClAIMS MADE [!J OCCUR ME!) EXP IAnv one oerson) $ 10,000
rX- Owners & Contractors PERSONAl & ADY INJURY $ Included
rX- Errors & Omissions GENERAl AGGREGATE $ 2 000,000
~AGGREnE LIMIT ^M PER: PRODUCTS - COMPIOP AGG $ Included
X POLICY P,twr LOC
A ..@T0M0BIlE LIABILITY COMBINED SINGlE LIMIT $ 1,000,000
ANY AUTO FMMIOO5261-3 04101/07 04101108 (Ea accident)
-
f-- AlL OWNED AUTOS BOOIL Y INJURY
(Per person) $
t- SCHEDUlED AUTOS
~ HIRED AUTOS BOOIL Y INJURY
-X (Per accident) $
NON-OWNED AUTOS
- PROPERTY DAMAGE $
(Per accident)
HE LIABILITY AUTO ONLY - EA ACCIDENT $
ANY AUTO OTHER THAN EAACC $
AUTO ONLY: AGG $
EXCESSIUMBRELlA LIA8IUTY EACH OCCURRENCE $ 4 000,000
B t~j' OCCUR 0 ClAIMS MADE CEMIOO0355 04101/07 04101/08 AGGREGATE $ 4,000,000
s
==1 DEDUCTIBLE $
RETENTION $ $
WORKERS COMPENSATION AND I WC STATU- I 10J~-
EMPlOYERS' LlASI.lTY $
ANY PROPRIETORIPARTNERlEXECUTNE E.L.EACH ACCIDENT
OFFICERiUEMBER EXClUDED? EL DISEASE - EA EMPLOYEE $
~J~~be under
PRoViSioNS below EL DISEASE - POLICY LIMIT S
OTHER
DE! R1PTION OF OPERATIONS f LOCA nONS f VEHICLES f EXCWSIONS ADDED BY ENDORSEMENT f SPECIAl. PROVISIONS
CE U1F1CATE HOLDER MAY BE ADDED UPON REQEUST.
CEI U1FICATE VOID IF ALTERED. ~
Pm ate Investiaator, CA NV, Al, MN, WI ..
CE ~TlFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBEO POLICIES BE CANCELLED BEFORE THE EXPIRATION
FRASCOfNC OATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAlL ~ DAYS WRITTEN
215 W ALAMEDA AVENUE NOnCE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO 00 so SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
BURBANK. CA 91502 REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE / ,/2 <MAN>
A.
AC( RD 25 (2001/08) f tV @ACORDCORPORATlON 1988
.
ACORDTIlI CERTIFICATE OF LIABILITY INSURANCE I DATE (MMIDDIYYYY)
1/5/2007
PRODUCER Phone: 888-222-0000 Fax: 916-925-3595 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
James c. Jenkins Ins. Services ONL V AND CONFERS NO RIGHTS UPON THE CERTIFICATE
PO Box 13847 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ..}"
License No 0545478 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Sacramento CA 95853 INSURERS AFFORDING COVERAGE NAIC#
INSURED INSURER A: State Compensation Ins Fund
Frasco, Inc. INSURER B:
215 W. Alameda Ave. INSURER C:
Burbank CA 91502
INSURERD:
INSURER E:
COVERAGES
l"HE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
OTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS '~
'ERTIFlCATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL
~E TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS .
..: ~~r:;: POLICY NUMBER POLICY EFFECTIVE POUCY EXPIRATION LIMITS
~NERAL LIABILITY EACH OCCURRENCE $
- :]'MERCIAL GENERAL LIABILITY PREMISES lEe occurence \ $
- CLAIMS MADE 0 OCCUR MED EXP (Anyone person) $
- PERSONAL & ADV INJURY $
- GENERAL AGGREGATE $
~'L AGGREGATE LIMIT APPliES PER: PRODUCTS-COM~OPAGG $
POLICY n ~r2T n LOC
~OMOBILE LlABIUTY "'l\,
COMBINED SINGLE LIMIT $
ANY AUTO (Ea accident)
~
f-- AlL OWNED AUTOS BODILY INJURY
(Per person) $
f-- SCHEDULED AUTOS
f-- HIREDAUT.QS BODILY INJURY
$
NON-OWNED AUTOS (Per accldent)
-
- PROPERTY DAMAGE $
(Per accident)
~RAGE LIABILITY AUTO ONLY - EAACCIDENT $
ANY AUTO OTHER THAN EAACC $
AUTO ONLY: AGG $ "',I
OESSlUMBRELLA L1ABIUTY EACH OCCURRENCE $
OCCUR 0 CLAIMS MADE AGGREGATE $
$
R DEDUCTIBLE $
RETENTION $ $
J WORKERS COMPENSATION ANO 38092006 1/1/2007 1/1/2008 X I TVj,g~Tf:.I#;, I I om-
EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $ 1000000
ANY PROPRIETORIPARTNERlEXECUTIVE
OFFICERlMEMBER EXCLUDED? Yes EL DISEASE. EA EMPLOYEE $ 1000000
If yes, describe under EL DISEASE - POLICY LIMIT $ 1000000
SPECIAL PROVISIONS below
OTHER "".
o SCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
RI : Evidence of coverage. 10 day notice of cancellation will apply if cancelled for non-payment of premium.
iff)
C RTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED "
Evidence of Coverage BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER
WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE
Insureds use only CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO
SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON
THE INSURER, ITS AGENTS OR REPRESENTATIVES.
AUTHORIZED REPRESENTATIVE ~~
A ORD 25 (2001/08) @ACORD CORPORATION 1988