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HomeMy WebLinkAboutRINCON, ANGEL INSURANCE NOT ON FILE WORK MAY NOT PROCEED N-20z6-l55 CITY CLERK DATE: JUL 0 o:uo(A) 5.(narci a C 47-) COUNCIL AIDE PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into on this I`day of July, 2026 by and between Angel Rineon("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 obtain the services of a Consultant to provide administrative, i constituent, and legislative support for a member of the Santa Ana City Council. I B. Consultant represents that Consultant is qualified to perform these services. C. In undertaking the performance of this Agreement,Consultant represents that Consultant 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 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 fi a. 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 provide administrative, constituent, and legislative support services for Councilmember Phil Bacerra ("Councilmember") as provided in this Agreement and in the Scope of Services as described in subsection b below. b. At the direction of Councilmember, Consultant shall perform a variety of administrative, constituent, and legislative functions and tasks, including but not limited to, conducting complex administrative studies, researching and responding to constituents' inquiries, drafting written communications involving strategy, policies, and/ or procedures, coordinating assigned project activities, preparing creative projects, and serving as a liaison, where necessary. c. As maybe required for services performed while at City Hail, the City may provide access.to the Councilmember's office space—consistent with Cityprocedures should Consultant require limited access to perform services required by the Councilmember. Consultant shall maintain a business location separate from City and Consultant understands that such access to office space is not required by the City but provided to the Consultant on an as-needed basis and should only be used when City Hall is open to the public or while the Councilmember is present. Page 1 of 9 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the hourly pay rate of $32.00, for services rendered pursuant to this agreement, and that monthly billing pursuant to this Agreement, shall not exceed a total sum of five thousand dollars ($5,000) per month. Consultant agrees and understands that no changes to this pay rate shall be made during the term of this Agreement. The total sum to be expended under this Agreement shall not exceed $46,000 during the term of this Agreement. b. Consultant agrees and understands that the not-to-exceed mount, provided above, includes reimbursement for all out-of-pocket expenses, including but not limited to, mileage, copying costs, and mail services authorized at the sole direction of the Councilmember in connection with the performance of duties under this Agreement. The City shall not make any separate payments for any of the above expenses. c. Consultant shall submit monthly invoices to City for work performed during the billing period. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Monthly invoices shall be in substantially the form attached hereto as Exhibit"A." 3. TERM This Agreement shall commence on July 1,2026,and terminate on June 30,2027,unless terminated earlier in accordance with Sectioia 19,below. 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 b e provided in a manger consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, benefits, employer's social security taxes, unemployment insurance, and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. POLITICAL CAMPAIGN ACTIVITIES a. Consultant is prohibited from the following political campaign activities while this Agreement is in place: 1) Acting as campaign treasurer/manager or a campaign consultant for any candidate for Santa Ana City Council or Mayor; Page 2 of 9 i 2) Campaigning for any candidate for Santa Ana City Council or Mayor and at the same time,working pursuant to this agreement and/or charging the City for the time spent campaigning pursuant to this agreement; 3) Using City equipment, supplies or resources to campaign for any candidate for Santa Ana City Council or Mayor; 4) Accepting any campaign contributions on behalf of any candidate for Santa Ana City Council of Mayor; S) Campaigning while wearing any attire or logo that identifies you as a Consultant for the City of Santa Ana; 6) Campaigning while using any City room,building,or location that has not been specifically designated for political speech; 7) Receiving any payment or reimbursement from a campaign candidate for Santa Ana City Council or Mayor or their campaign account; and/or 8) Opening a campaign committee or pulling nomination papers to run as a candidate for Santa Aria City Council or Mayor. b. Consultant will sign the declaration attached hereto as Exhibit B acknowledging said prohibitions. r I 6. PROHIBITION AGAINST APPOINTMENT TO CITY BOARD OR COMMISSION Consultant is prohibited from accepting appointment or continuing with any prior appointment to any City Board or City Commission.set forth in Chapter 2 of the Santa Ana Municipal Code while this Agreement is effective. 7. BACKGROUND CHECK Consultant agrees to submit to a background check including,but not limited to,a live scan and records check to City's satisfaction. Failure to do so is grounds for termination of this Agreement. 8. 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 C'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 Page 3 of 9 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. 9. INSURANCE Insurance requirements are attached hereto as Exhibit C. 10. 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) 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 finther 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. F 11. 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. 12. 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 s 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 Page 4 of three(3)years from the date of final payment to Consultant under this Agreement. 13. 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, 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. 14. CONFLICT OF INTEREST CLAUSE a. Consultant represents that neither it nor any of its officers,partners or employees has ! a financial interest, as defined in Section 87103 of the Government Code, in the subject matter of this Agreement other than the right to receive payment from City for services rendered. b. Consultant agrees that it shall not maize,participate in making,or in any way attempt to use its position as consultant to influence any decision of City in which Consultant knows, or has reason to know, that any of its officers,partners or employees has a financial interest as defined in Section 87103 of the Government Code. c. Consultant warrants that neither Consultant nor any of its officers, partners or employees,has any financial interest in anyreal property,building or structure within k 2,500 feet ofthe location of any project or assignment to which this Agreement may apply in the City of Santa Ana. Consultant agrees to disclose to City any financial interest in such property as may be acquired by its officers, partners or employees during the term of this Agreement. d. In accordance with the City's Conflict of Interest Code, if determined by the City Manager to be a designated position, Consultant shall file a Statement of Economic Interests (Form 700) with the Fair Political Practices Commission. 15. NON=EXCLTJSWE Consultant understands and agrees that this is a non-exclusive Agreement and City may enter into other agreements with other consultants and may use any ofthe contractors with whom City has contracts and,therefore, the City cannot estimate nor guarantee the volume or amount Page 5 of •of work to be received by Consultant under this Agreement. 16. NON-DISCREWWATYON 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 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. 17. 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. 18. 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. 19. 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,Consultant may be required 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 bylaw,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. Page 6 of 9 ' I Consultant's term shall automatically terminate immediately if, at any time, the Councilmember is no longer an elected member or Mayor of the Santa Ana City Council. 20. 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 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. 21. 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 pf 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. 22. 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 Califonda, the City of Santa Anna 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 terminatioa of this Agreement. 23. 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 20 Civic Center Plaza(M-30) P.O.Box 1988 Santa Ana, CA.92702-1988 Page 7 of 9 With courtesy copies to: City Manager City of Santa.Ana 20 Civic Center Plaza(M-31) P.O.Box 1988 k Santa Ana,CA 92702 To Consultant: Angel Rincon 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 asset forth above. It 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. 24. 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, if any, and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. , [signatures appear on following page] i Page 8 of 9 TITLE PAGE TO COUNCIL AIDE PROFESSIONAL SERVICES AGREEMENT IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST CITY OIv ANTA AN a ^= Alvaro Nunez City Clerk City Manager APPROVED AS TO FORM CONSULTANT SONIA R. CARVALHO City Attorney And kmcQn By: An+g Rincon (Jun 30, 2026 11:05:24 PDT) 3onathan T. Martinez Angel Rincon Assistant City Attorney Page 9 of 9 EXHIBIT A Month . • Year • Your Name Street Address Invoice#: City, S7 Zip Code Agreement #: Phone Date: Bill To: City of Santa Ana 20 Civic Hourly Rate'. Center Plaza Total Billable Hours: Santa Ana, CA Amount Due: 92701 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 EXHIBIT B Acknowledgment Regarding Political Activities Prohibitions l Angel Rincon ,am an independent contractor working as a Council Aide pursuant to this Agreement. 1. 1 acknowledge and agree that during the terra of this Agreement, I will not participate or conduct the following political activities: a) Acting as campaign treasurer/manager or a campaign consultant for any candidate for Santa Ana City Council or Mayor; b) Campaigning for any candidate for Santa Ana City Council or Mayor and at the same time,working pursuant to this agreement and/or charging the City for the time spent campaigning pursuant to this agreement; c) Using City equipment, supplies or resources to campaign for any candidate for Santa Ana City Council or Mayor; d) Accepting any campaign contributions on behalf of any candidate for Santa Ana City Council of Mayor; e) Campaigning while wearing any attire or logo that identifies you as a Consultant for the City of Santa Ana; f) Campaigning while using any City room, building, or location that has not been specifically designated for political speech; g) Receiving any payment or reimbursement from a campaign candidate for Santa Ana City Council or Mayor or their campaign account; and/or h) Opening a campaign committee or pulling nomination papers to run as a candidate for Santa Ana City Council or Mayor. 2. 1 acknowledge and understand that failure to abide by any of the above prohibitions are grounds for immediate termination of this Agreement. Signed this day of Angel Rincon Ailed kkon Ang incon(Jun 17,2626 20 59 52 PUT) (Name of Consultant) (Signature of Consultant) 17/06/2026 Date Stephanie Garcia -r. (Name of Witness) (Signature of Wi ss) EXHIBIT C Insurance Requirements Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages: MINIMUM SCOPE AND LBUT OF INSURANCE Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall I be at least as broad as; • 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, provided that such policy is endorsed for business use and provides coverage with a minimum limit of $1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies. 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. Either Insurance Provisions The insurance policies are to contain,or be endorsed to contain,the following provisions: 1. City of Santa Ana,its City Council,its officers,officials,employees,agents,and volunteers are to be covered as additional insureds on Consultant's AL policy 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. 2. 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 the Consultant's AL policy which arise from work performed by Consultant for ' City. 3. 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. 4. 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 j insured against whom a claim is made or suit is brought,except with respect to the insurer's limits of liability. S. 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 for policy cancellation or non- renewal due to non-payment. 6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention, City Manager's Office M-31 Santa Ana, CA 92701. The name and location of event should be included in the Description of Operations section of each certificate. 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 ANII,unless otherwise acceptable to City. i 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 Consultant's obligation to provide them. f City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Claims Made Policies If any of the required policies provide coverage on a claims-made basis: 1.The retroactive date must be shown and must be before the date of the contract or the beginning of work. 2. Insurance must be maintained and evidence of insurance must be provided for at least three(3) years after completion of work. 3.If coverage is canceled or norn-renewed,and not replaced with another clairds-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 verity 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. I