HomeMy WebLinkAboutGOOD BIRD, INC. (BARBARA'S FORCE FREE ANIMAL TRAINING)INSURANCE ON FILE
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DArE: ACT 17 1025
N-2025-260
Mary tong (D2) AGREEMENT WITH BARBARA'S FORCE FREE ANIMAL TRAINING DBA GOOD
BIRD, INC. TO PROVIDE ANIMAL TRAINING CONSULTING SERVICES TO THE
SANTA ANA ZOO
THIS AGREEMENT is made and entered into on this 1st day of October, 2025 by and between
Barbara's Force Free Animal Training dba Good Bird, Inc., a Texas corporation ("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 ("City").
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of
force free animal training techniques for the City's Zoo.
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 during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services - Exhibit A,
attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation - Exhibit B, attached hereto
and incorporated by reference. The total amount to be expended during the term of this
Agreement shall not exceed $13,000.00.
b. 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
Consultant agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Consultant 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 Consultant's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
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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
September 30, 2026, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant 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. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the agreement, the following
insurance coverages:
Minimum Scope and Limit of Insurance. Consultant shall maintain limits of insurance
coverage in the following minimum amounts and shall be at least as broad as:
• 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.
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• Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code
1 (any auto), with combined single limits of $1,000,000. In the event Consultant does
not maintain commercial automobile liability insurance, City will accept evidence of
personal automobile insurance with existing limits, which can be lower than
$1,000,000.
• Workers' Compensation (WC): as required by the State of California, with statutory
limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per
accident, per employee, per policy for bodily injury or disease. "This requirement can
be waived if Consultant has no employees.
• Professional Liability (PL): with limits no less than $1,000,000 per occurrence or
claim, and $2,000,000 aggregate.
• If Consultant maintains broader coverage and/or higher limits than the minimums
shown above, City requires and shall be entitled to the broader coverage and/or the
higher limits maintained by Consultant. Any available insurance proceeds in excess of
the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions. The insurance policies are to contain, or be endorsed to
contain, the following provisions:
• CGL and AL policies: City of Santa Ana, its City Council, its officers, officials,
employees, agents, and volunteers are to be covered as additional insureds with respect
to liability arising out of work or operations performed by or on behalf of the Consultant
including materials, parts, equipment, and personnel furnished in connection with such
work or operations.
• CGL, AL, and WC policies: Insurance company(ies) agrees to waive all rights of
subrogation against City, its City Council, its officers, officials, employees, agents, and
volunteers for losses paid under the terms of any policy which arise from work
performed by Consultant for City.
• All required insurance policies: For any claims related to this contract, Consultant's
insurance coverage shall be primary and any insurance maintained by City, its City
Council, its officers, officials, employees, agents, or volunteers shall not contribute
with. it.
• All required insurance policies: A severability of interest provision must apply for all
the additional insureds, ensuring that Consultant's insurance shall apply separately to
each insured against whom a claim is made or suit is brought, except with respect to
the insurer's limits of liability.
• Each insurance policy required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or
materially changed except after thirty (30) days prior written notice has been given to
City. Ten (10) days prior written notice shall be provided to City forpolicy cancellation
or non -renewal due to non-payment.
• Certificate Holder on each Evidence of Insurance certificate shall be:
City of Santa Ana, Attention: PRCSA - Zoo
1801 EChestnutAve., M-90
Santa Ana, CA 92701
• The name and location of the projector event should be included in the Description of
Operations section of each certificate.
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Self -Insured Retentions. Self -insured retentions must be declared to and approved by the
City. City may require Consultant to purchase coverage with a lower retention or provide proof of
ability to pay losses and related investigations, claim administration, and defense expenses within
the retention.
Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct
business in the state of California with a current A.M. Best rating of no less than A:VII, unless
otherwise acceptable to City.
Verification of Coverage. Consultant shall furnish City with original Certificates of
Insurance including all required amendatory endorsements (or copies of the applicable policy
language effecting coverage required by this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive the
Consultant's obligation to provide them. City reserves the right to require complete, certified
copies of all required insurance policies, including endorsements required by these specifications,
at any time.
basis:
Claims Made Policies. If any of the required policies provide coverage on a claims -made
The retroactive date must be shown and must be before the date of the contract or the
beginning of work.
Insurance must be maintained and evidence of insurance must be provided for at least
three (3) years after completion of work.
If coverage is canceled or non -renewed, and not replaced with another claims -made
policy form with a retroactive date prior to the contract effective date, Consultant must
purchase "extended reporting" coverage for a minimum of three (3) years after
completion of work.
Subcontractors. Consultant shall require and verify that all sub -contractors maintain
insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an
additional insured on insurance required from sub -contractors.
Special Risks or Circumstances. City reserves the right to modify these requirements,
including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special
circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, 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 death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
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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. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
10. 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
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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.
11. CONFLICT OF INTEREST CLAUSE
a. 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.
b. No immediate family members of either the Mayor, City Council Member, or any
appointed City Official, including appointed board and commission members, as
defined under the City's Municipal Code, whose position with the City shall award or
influence the award of this Agreement, or any competing contract or amendment
thereof, shall be employed in any capacity by the Consultant or have any other direct
or indirect financial benefit or interest in this Agreement.
c. The section also prohibits the awarding of any agreement, contract, grant, or any
amendment to those awards, to any former full-time employee for one-year from date
of employee separation except for any CalPERS retiree as authorized by City Council
resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and
regulations now in effect or hereafter to be enacted during the term of this Agreement.
The Consultant warrants that it is not now aware of any facts which conflict with the
prohibitions defined above. If the Consultant hereafter becomes aware of any facts that
might reasonably be expected to create a conflict of interest, it must immediately make
full written disclosure of such facts to the City. Full written disclosure must include,
but is not limited to, identification of all persons implicated and a complete description
of all relevant circumstances. Failure to comply with the provisions of this paragraph
will be a material breach of this Agreement.
e. Consultant covenants that none of its directors, officers, employees, or agents shall
participate in selecting or administrating any subcontract supported (in whole or in part)
by City funds stemming from the Agreement where the awarding of the subcontract
has any direct or indirect financial benefit or interest to any individual, as defined in
subsections (b) and (c) above.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
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promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
13. 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 or 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 is not embodied herein.
14. 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.
15. 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:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) 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.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
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remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. 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 patties 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.
18. 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 for termination of this Agreement.
19. 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 fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Parks, Recreation, and
Community Services Agency
City of Santa Ana
20 Civic Center Plaza (M-23)`
P.O. Box 1988
Santa Ana, California 92702
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To Consultant:
Barbara Heidenreich
President
Barbara's Force Free Animal Training DBA Good Bird, Inc.
6904 Cherrydale Dr.
Austin, TX 78745
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 fax, 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.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below 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.
[signatures appear on following page]
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SIGNATURE PAGE TO AGREEMENT WITH BARBARA'S FORCE FREE ANIMAL
TRAINING, DBA GOOD BIRD, INC. TO PROVIDE ANIMAL TRAINING
CONSULTING SERVICES TO THE SANTA ANA ZOO '
IN WITNESS WHEREOF; the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
onathan T. Martine
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
CITY O S TA AN
Alvaro Nufiez
City Manager
CONSULTANT:
$arbara eidenreich
President
Hawk Scott
Executive Director
Parks, Recreations, and Community Services Agency
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EXHIBIT A
SCOPE OF SERVICES
•
•
AUGUST 29, 2025
PREPARED FOR:
Santa Ana Zoo
PREPARED BY:
Barbara's Force Free Animal Training
6904 Cherrydale Dr
Austin, TX 78745 USA
www.AnimalTrainingFundamentals.com
BarbH@AnimalTrainingFundamentals.com
Phone: +1 512-423-7734
AnimalTrainingFundamentals. co m
Thank you for your interest in
animal training consulting services
provided by Barbara's Force Free
Animal Training and the virtual
learning platform
AnimalTrainingFundamentals.com.
The following document describes
the services I provide and my
credentials.
My goal is to help caregivers of all
species of animals learn how to
successfully apply evidence -based
training technology.
I focus on force free
methodologies with an emphasis
on reinforcement training
techniques to ensure high
standards in animal welfare. I
teach information learned from
the experimental analysis of
behavior. However my primary
objective is to facilitate practical
application. My goal is for animal
caregivers to apply what they learn
and fine tune their technique to
ultimately provide the best care
possible for the animals they
steward.
A�IMALTRAIN[NGFUNDAMENT....- ,-.[NGFUNDAMENT....- ,-...
ANIMAL TRAINING GOALS
Animal training goals typically fall under the
following headings.
*Training to cooperate in medical care and routine
preventative health care procedures.
*Training to facilitate husbandry procedures and
make day-to-day animal care easy and stress free.
*Training to address and prevent undesired behavior.
*Training for educational presentations, interpretive
exhibits, keeper talks, and guest interaction.
*Training for conservation, breeding and/or to
enhance scientific knowledge.
*Training to support safety for stakeholders involved
in animal care.
I will work with you to help identify and prioritize
behavioral objectives within your collection. I also
provide materials to help staff members organize,
track, and facilitate training programs and monitor
progress.
STAFF DEVELOPMENT GOALS
Staff development is also a primary focus as this is critical to achieving
animal training goals. For an initial on -site visit I recommend a combination
of classroom learning and one-on-one coaching during training sessions. I
have numerous presentations on specific topics from introductory material
to advanced for the experienced trainer. Due to animal care needs it is often
helpful to break these lectures into short sessions over the course of the visit.
For example, one hour of lecture per day is often easily accommodated by
most facilities. This can be open to all staff members interested in learning
about training or refreshing their current knowledge. Classroom time can
also be devoted to watching/discussing videos of training accomplished
during the visit.
PRACTICAL APPLICATION SKILLS COACHING
Coaching during training sessions offers the most intimate and
customized learning opportunities for staff members. One-on-one
coaching sessions allows for a better understanding of the specific
needs of each individual staff member (or team) in terms of practical
application skills development and learning processes comprehension.
Direct observation, opportunities to give instruction, and having staff
members implement information with immediate feedback offers the
quickest path to improvement. Training sessions are recorded for
future reference and continued learning opportunities.
The following sample schedules can be used as reference for your
planning. Schedules can be adjusted to meet the needs of the facility.
Day 2
Time
Adhity
8:30-10:30
Lecture (ofuaiaingsmio )
10:30-11:30
Training Session (1)
11:30-12:30
Break
12:30 - 4:00
Training Sessions (4)
Day 1
Time
ActNlty
8:30-10:30
Lecture
10:30 -11:30
Training Session (1)
11:30-12:30
Break
12:30 - 4:00
Training Sessions (4)
Day 3-5
Time
Activity
8:30-11:30
Training Sessions (3)
11:30-12:30
Break
12:30 - 4:00
Training sessions (4)
910 let*] 10 M&O1 91:AU01mak
AN I MALTRAI N I N G FUN DAME NTALS.COM
I am very pleased your team is already a
part of the virtual education program
AnimalTrainingFundamentals.com.
Benefits to using the program in
conjunction with onsite consulting
include convenient resources to reference
repeatedly and easy access to video
examples in the program via phone when
you need them (for example right before
a training session.) The program also
provides short user-friendly snippets of
content for busy professionals.
It also includes in-depth online courses,
mini lessons on specific topics, problem
solving, shaping plans, private chat
groups, Q & A sessions, downloads, and
much more. It has a growing library of
content. The greatest benefit about this
program is it provides ongoing support
beyond the site visit and continuous
opportunities for growth and
development. It is also very helpful for
developing a zoo wide animal training
program. Staff members can also earn
verifiable badges for each course
completion and for levels in our
credentialing_program to add to their
performance evaluations.
.` I .. _,�
�t Access • +
Resource •" �t r'" �':
ake the,"'S of
� IWrainingFtm damentals.com
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animalTrainingFundamentals.com provides a pigthora of resources for animal
professionals seeking to address behavior problems and reach desired
training goals. The desired response is for professionals to engage with these
resources. This is more likely if the environment )lakes it easy for this to
occur and this results in desired outcome%This document providesLL ome
ideas to help deilitate this goal.
FEES ON -SITE CONSULTATION:
I have outlined the estimated fees below should you choose to
employ my services to help you attain your current staff and
animal training goals. Fees usually involve coach round trip
airfare, hotel or AirBnB accommodations, and ground
transportation. Airfare expenses are shared with other clients
whenever possible. Please note this is an estimate. Exact final
invoice may differ slightly.
Proposed Fees for 8-Days of On -Site Consultation (2 visits)
Description
Consulting Fees
Estimated Cost
Amount
$950/da
$7600
Airfare Estimated (shared)
$400
$400
Rental Car Estimated
$570
$570
Accommodations Estimated
10 nights
$1700
Other Expenses —meals, etc.
waived
$0
Administrative Costs
$900
Total Estimated Expenses
$11,170
CREDENTIALS
Barbara Heidenreich is an animal training consultant
specializing in exotic species and wildlife. She consults
worldwide working with zoos, universities, veterinary rb
professionals, private facilities, and conservation projects. ..e
She has worked onsite with over 90 facilities in 30 countries.
She is an adjunct instructor at Texas A & M University. She
has authored two books and contributed to four veterinary
textbooks. She is a co-author of two Fear Free® Avian
Certification Courses. Much of her work focuses on training
species in managed care to improve animal welfare.
Y
She operates the online education program
www.AnimalTrainingFundamentals.com. This virtual
learning service features award winning courses, a
comprehensive credentialing program, tracks to guide
professional development, verifiable badges to share and
prove course completion, community, and more. Barbara is
an advisor for the Animal Training Working Group and the
Parrot Taxon Advisory Group for the European Association
of Zoos and Aquaria. She also serves as Co -Chair of the
Zoological Association of America's Animal Training
Committee and is a founding committee member. She has
provided her expertise onsite to conservation projects, The
Kakapo Recovery Program, and The Borneo Orangutan
Survival Foundation. I
AVAILABILITY
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ANIMALTRAININGFUNDAM ENTALS.COM PAGE 10
In summary animal training consulting services can:
*Provide a foundation in animal training for new staff members or for those
just getting started.
* Add structure and organization to behavioral programs and facilitate
achieving behavioral goals.
*Motivate staff members to incorporate training into their day-to-day animal
care
*Reinvigorate an existing animal training program.
*Provide regular educational opportunities to facilitate continued staff
development.
*Provide support for behavior management staff members already in place
and enhance existing training programs.
*And most importantly improve animal welfare.
Please do not hesitate to contact me if you have any questions.
Yours truly,
Barbara Heidenreich
Barbara's Force Free Animal Training
EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
Proposed fees for eight (8) days of on -site consultation (two visits)
Description
Estimated Cost
Extended Amount
Consulting fees
$950 per day
$7600
Airfare
$200 per visit
$400
Rental car
$285 per visit
$570
Accommodations _
$170 per night for 10 nights
$1700
Other expenses — meals, etc.
Waived
$0
Administrative costs
$900
Total
$11,170
Ak. 1' CERTIFICATE OF LIABILITY INSURANCE
D08/18/2025 '
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 SUBROGATION IS 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 endorsements .
PRODUCER
SHAHINIAN INSURANCE SERVICES, INC.
801 PARKCENTER DR. #101
SANTA ANA CA 92705
PHONE (800) 457-2231 / INSURANCECU)SHAHINIAN.COM
CONTACT
AE
nI°c No E.'512-423-7734 me No:
nGOREss: BARB GOODBIRDINC. M BARB BARBARA FFAT.COM
INSURER(S) AFFORDING COVERAGE
NAIC#
INSURERA: SCOTTSDALE INSURANCE COMPANY
41297
INSURED GOOD BIRD, INC.
BARBARA'S FORCE FREE ANIMAL TRAINING
6904 CHERRYDALE DR,
AUSTIN TX 78745
INSURER B:
INSURER C:
INSURER D:
INSURERS:
INSURER F:
COVERAGES GFRUFICAIE NUMBER: 308413 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.
INSR
LTR
TYPE OF INSURANCE
ADOL
INSD
SUBR
MD
POLICY NUMBER
POLICY EFF
MMIDDNYYY
POLICY EXP
MMIDDIYYVv
LIMITS
A
X
I COMMERCIAL GENERAL LIABILITY
OCCUR
X
CPS8265540
8/17/25
8/17/26
EACH OCCURRENCE
$ 1,000,000
PREMISES (Ea
$ 250,000
MED EXP (Any one Person)
$ 5,000
TCLAIMS-MADE
PERSONAL 6 ADV INJURY
$ EXCLUDED
AGGREGATE LIMIT APPLIES PER:
POLICY jECT ] LOC
GENERAL AGGREGATE
$ 2,000,000
GENT
X
PRODUCTS-COMPIOPAGG
$ EXCLUDED
$
OTHER:
AUTOMOBILE
LIABILITY
(Ea amdennt) INGLE LIMIT
$
BODILY INJURY (Par Person)
$
ANY AUTO
AUTOSNED SCHEDULED
AUTOS
BODILY INJURY (Per accident)
$
NON -OWNED
HIRED AUTOS AUTOS
PERTY OAMAG
Per accident)
_ -- —
$
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$
AGGREGATE
$
EXCESS LIAB
CLAIMS -MADE
DED I I RETENTIONS
$
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY YIN
E
EL. EACH ACCIDENT
$
5
ANY PROPRIETOWPARTNER/EXECUTIVE❑
OFFICERIMEMBER EXCLUDED?
(Mandatory In NH)
If yes, describe under
NIA
E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE -POLICY LIMIT
--- —
$
DESCRIPTIONOFOPERATIONSbelm
Dlgirallysigned
Tu Tr byTNguyen Tan APPROVED
DESCRIPTION OF OPERATIONS I LOCATIONS; VEHICLES (ACORD 101, Additional Remarks Schedule, maybe aeac .rrersp e;ye noWned) By Tu Tran Nguyen at 7:32 am, Oct 07, 2025
LOCATION: SANTA ANA ZOO, SANTA ANA, CALIFORNIA, 92701.
CITY OF SANTA ANA, ITS CITY COUNCIL, OFFICERS, OFFICIALS, EMPLOYEES, AGENTS, AND VOLUNTEERS ARE NAMED AS
ADDITIONAL INSURED. COVERAGE IS PRIMARY AND NON-CONTRIBUTORY
30 DAY NOTICE OF CANCELLATION --EXCEPT FOR NON-PYMT. 10 DAY NOTICE FOR NON -PYMT OF PREMIUM.
CITY OF SANTA ANA
ATTENTION: SANTA ANA ZOO
1801 E. CHESTNUT AVE.
SANTA ANA, CA 92701
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
o I ne ACURU name and logo are registered marks of ACORD
A, SCOTTSDALE INSURANCE COMPANY'S'
CHANGE ENDORSEMENT NO. 1
Policy No. CPS8265540 Effective Date 09/3 0/202 5
12:01 A.M. Standard Time
GOOD BIRD, INC :DBA BARBARA'S
Named Insured FORCE FREE AN Agent No, 040BK
COVERAGE PART INFORMATION —Coverage parts affected by this change as indicated by® below:
❑ Commercial Property
® Commercial General Liability o0
❑ Commercial Crime
❑ Commercial Inland Marine
❑ Commercial Liquor Liability
❑ OCP Liability
CHANGE DESCRIPTION
In consideration of no change in premium, it is hereby understood and agreed that the
following amendments have been made to this policy.
Waiver of Transfer of Rights of Recovery Against Others to Us (Waiver of Subrogation)
added with CITY OF SANTA ANA, ITS CITY COUNCIL, OFFICERS, OFFICIALS, EMPLOYEES, AGENTS,
AND VOLENTEERS RISK MANAGEMENT DIVISION,20 CIVIC CENTER PLAZA, 4TH FLOOR SANTA ANA CA
92702
Waiver of Transfer of Rights of Recovery Against Others to Us (Waiver of Subrogation) -
CITY OF SANTA ANA
RISK MANAGEMENT DIVISION changed to CITY OF SANTA ANA, ITS CITY COUNCIL, OFFICERS,
OFFICIALS, EMPLOYEES, AGENTS, AND VOLENTEERS RISK MANAGEMENT DIVISION,20 CIVIC CENTER
PLAZA, 4TH FLOOR SANTA ANA CA 92702
All other terms and conditions remain unchanged.
Form CG 24 04, 12-19, WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US
(WAIVER OF SUBROGATION) is changed
PREMIUM CHANGE
Additional $ . oo Return $ . oo
IBM
AUTHORIZED REPRESENTATIVE
UTS-244L 06-92
/ BH 10/612025
DATE
SMTTSDALE INSURANCE COMPANY'E' --]I
SCHEDULE OF TAXES, SURCHARGES OR FEES
Policy No. CPS8265540 Effective Date: 0 9 / 3 0 / 2 0 2 5
12:01 A.M., Standard Time
GOOD BIRD, INC :DBA BARBARA'S
Named Insured FORCE FREE AN Agent No. 040BK
POLICY FEE (Taxable) .00
SURPLUS LINES TAX .00
STAMP FEE .00
----------------------
TOTAL TAXES, SURCHARGES OR FEES: .00
UTS-126L 10-93
Policy No. CPS8265540
, ,SCOTTSDALE INSURANCECOIAPA.NY:'
SCHEDULE OF FORMS AND ENDORSEMENTS
Effective Date 09/30/2025
12:01 A.M. Standard Time
GOO➢ BIRD, INC :DBA HARBARA'S
Named Insured FORCE FREE AN Agent No. 040BK
COMMON POLICY
UTS-244L 06-92
UTS-126L 10-93
UTS-SP-2 12-95
COMMERCIAL LIABILITY
CG 24 04 12-19
UTS-SP-2 (12-95)
CHANGE ENDORSEMENT FORM
SCHEDULE OF TAXES, SURCHARGES OR FEES
SCHEDULE OF FORMS AND ENDORSEMENTS
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO
US (WAIVER OF SUBROGATION)
POLICY NUMBER: CPS8265540 COMMERCIAL GENERAL LIABILITY
CG 24 04 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
ELECTRONIC DATA LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES
POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
RAILROAD PROTECTIVE LIABILITY COVERAGE PART
UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS
SCHEDULE
Name Of Person(s) Or Organization(s):
CITY OF SANTA ANA,ITS CITY COUNCIL, OFFICERS, OFFICIALS, EMPLOYEES, AGENTS, AND
VOLENTEERS RISK MANAGEMENT DIVISION 20 CIVIC CENTER PLAZA, 4TH FLOOR SANTA ANA CA
92702
I Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV —Conditions:
We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. Such waiver by us applies only to the extent that
the insured has waived its right of recovery against
such person(s) or organization(s) prior to loss. This
endorsement applies only to the person(s) or
organization(s) shown in the Schedule above.
CG 24 04 12 19 0 Insurance Services Office, Inc., 2018 Page 1 of 1
POLICY NUMBER: CPS8265540
COMMERCIAL GENERAL LIABILITY
CG 20 26 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - DESIGNATED
PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):
CITY OF SANTA ANA, RISK MANAGEMENT, ITS OFFICERS, EMPLOYEES, AGENTS,
REPRESENTATIVES AND VOLUNTEERS 20 CIVIC CENTER PLZ # 4 SANTA ANA CA 92701-4058
t0
A. Section II — Who Is An Insured is amended to
include as an additional insured the person(s) or
arganization(s) shown in the Schedule, but only
with respect to liability for "bodily Injury", "property
damage" or "personal and advertising injury"
caused, In whole or in part, by your acts or
omissions or the acts or omissions of those acting
on your behalf:
1. In the performance of your ongoing operations;
or
2. In connection with your premises owned by or
rented to you.
However:
1. The Insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contractor agreement to provide
for such additional Insured.
B. With respect to the insurance afforded to these
additional insureds, the following Is added to
Section III — Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable limits of
Insurance;
whichever is less.
This endorsement shall not Increase the applicable
limits of insurance.
CG 20 26 1219 0 Insurance Services Office, Inc., 2018 Page 1 of 1
COMMERCIAL GENERAL LIABILITY
CG 20 01 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance (2) You have agreed in writing in a contract or
Condition and supersedes any provision to the agreement that this insurance would be
contrary: primary and would not seek contribution
Primary And Noncontrlbutory Insurance from any other insurance available to the
This insurance is primary to and will not seek additional insured.
contribution from any other insurance available to
an additional insured under your policy provided
that:
(1) The additional insured is a Named Insured
under such other insurance; and
CG 20 0112 19 0 Insurance Services Office, Inc., 2018 Page 1 of 1
September 23, 2025
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Re: WORKERS' COMPENSATION DECLARATION
Dear City of Santa Ana,
WORKERS' COMPENSATION DECLARATION I, Barbara Heidereich, hereby affirm under penalty of perjury, the
(Name/Title) following declaration: 1 certify on behalf of Good Bird Inc DBA Barbara's Force Free Animal
Training that during the term of my contract for Animal Training Consulting services with the City of Santa
Ana, I will not employ any person in any manner so as to become subject to the workers' compensation laws of
California, and agree that if I should become subject to the workers' compensation provisions of Section 3700
of the Labor Code, I shall forthwith comply with the provisions and provide proof of workers' compensation
coverage immediately.
P'WMWW,6AVM
Barbara Heidenreich
President
Good Bird Inc. DBA Barbara's Force Free Animal Training
512-423-7734
512-423-7734 V 6904 Cherrydale Dr. Austin, TX USA IM
5 BarbH@AnimalTrainingFundamentals.com €vo GoodBirdlnc.com and AnimalTrainingFundamentals.com
September 23, 2025
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Re: Auto Insurance Requirement
Dear City of Santa Ana
Good Bird Inc. DBA Barbara's Force Free Animal Training has the intent to enter into an agreement with the
City of Santa Ana. Throughout the course of this agreement, Good Bird Inc. DBA Barbara's Force Free Animal
Training attests to the following:
1. Good Bird Inc. DBA Barbara's Force Free Animal Training will not use/drive any vehicle during the course
and scope of the services provided in the agreement/contract.
2. Good Bird Inc. DBA Barbara's Force Free Animal Training will not use any owned/rented/leased vehicles
during the course and scope of the services provided in the agreement/contract.
3. Good Bird Inc. DBA Barbara's Force Free Animal Training consultants/independent contractors/employees
utilize their personal vehicles/non-company owned, borrowed, or rented/leased vehicles for transportation to
and from work and, if applicable, carry their own automobile insurance.
By signing below, I, Barbara Heidenreich attest that I possess the legal authority to enter into an agreement
with the City of Santa as well as the legal authority to attest to the statements above.If at any time it is found
that [company namelis not adhering to any/all statements in this document and has not provided the
minimum Auto liability insurance coverage of $1 million per occurrence, the contract will be considered null
and void and the company will be held fully liable for any and all damages.
Barbara Heidenreich
President
Good Bird Inc. DBA Barbara's Force Free Animal Training
512-423-7734
t, , 512-423-7734 9 6904 Cherrydale Dr. Austin, TX USA
Q BarbH@aAnimalTrainingFundamentals.com y GoodBirdlnc.com and AnimalTrainingPundamentals.com
CITY OF SANTA ANA
Risk Management a division of Human Resources
Managing Risk through Awareness and Action `
AFFIDAVIT OF EXEMPTION FOR PROFESSIONAL LIABILITY INSURANCE
I Barbara Heidenreich ("Representative"), attest that I am an authorized
(Name and Title of Vendor Representative)
Barbara's Force Free Animal Training DBA Good Bird, Inc
representative of ("Company"), and
(Consultant(Company Name)
possess the authority to legally bind Company.
In my capacity as Representative of Company, I represent and confirm the following, as relates to the
agreement between Company and City of Santa Ana, agreement number
("Agreement") to provide Animal Training Consulting Services ("Services"):
(Services to be provided under agreement/contract)
During the course and scope of Company's agreement with the City of Santa Ana,
Company will not use the services of an expert necessitating professional liability/errors
& omissions liability insurance coverage in the performance of Services to, for, or on
behalf of City of Santa Ana.
If at any time it is found that Company is not adhering to any and/or all of the statements in this
document and does not maintain the minimum professional liability insurance coverage as
required in the Agreement, it will be considered a breach of Agreement rendering the Agreement
null and void and Company will be fully liable for any and all damages.
10/7/2025
Date
Barbara Heidenreich
President
512-423-7734 BarbH@AnimalTrainingFundamentals.com
Contact Information, i.e., Telephone Number and/or Email Address
Affidavit of Exemption for Professional Liability Insurance 11.12.2024