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HOERTSCH TRAINING & CONSULTING (HTAC)-2016
INSURANCE ON FILE WORK MAY PROCEED A -2016 -245 UNTIL. INSURANCE EXPIRES cite -GGa -G C.Q_.— cLERK Or COUNCIL DATE p I I$ & EEMENT TO PROVIDE TRAINING COURSES AND EXERCISES FOR THE ANAHEIM / SANTA ANA URBAN AREA ON AN AS- NEEDED BASIS THIS AMUEMENT is trade and entered into this 16th day of August, 2016 by and between Eioertsch Training and Consulting LLC ( "Contractor "), 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 "). A. On June 6, 2016, the Santa Ana Police Department ( "SAPD ") issued Request for Qualifications No. 16 -068, by which it sought to identify and qualify suitable vendors capable of delivering a broad choice of homeland security - related training courses and exercises conducted by professionals in the fields of law, fire, public health, and emergency management. B. These courses are in support of the Anaheim/Santa Ana Urban Area ( "ASAUA ") Homeland Security Regional Training and Exercise Program and will be funded by a grant awarded to the City by the United States Department of Homeland Security's Urban Areas Security Initiative ( "UASI ") and administered by SAPD, The ASAUA consists of the incorporated cities in Orange County and the police departments of the University of California, Irvine, and California State University, Fullerton. C, Through SAPD, the training and exercise programs will be made available to agencies in the ASAUA on an as- needed basis to enhance domestic preparedness for acts of terrorism. D. Contractor submitted a responsive proposal that was among those selected by the City. E. In undertaking the performance of thi s Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agrecnient 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 On an as- needed basis, and at the sole discretion of City; Contractor shall conduct the training and /or exercise programs described in Exhibit A to this Agreement. Contractor's proposal is incorporated by reference as though fully set forth 'herein, In the performance of all services, Contractor shall comply with the technical specifications provided in Section 19 of RFQ No. 16 -068, which are incorporated by reference and attached as Exhibit B, 2. CHANGE ORDERS To maintain flexibility that allows first responders to address emerging and unforeseeable threats, the ASAUA Homeland Security Regional Training and Exercise Program will utilize a Change Order provision to request other training and exercise courses at the City's request, Change Orders will be used to approve training and /or exercises and can modify the existing scope of work for specialty and othor ad- hoc training and exercises on an as needed basis, Change Orders will be drafted by the UASI Grant Coordinator, reviewed and approved by the Contractor, then forwarded to the Chief of Police and the City Manager for the City of Santa Ana or their designees for approval, 3. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement (i) at the rates and charges identified in Exhibit A and (ii) in accordance with the payment provisions set forth in the technical specifications attached as Exhibit B. Any compensation payable to Contractor shall be paid from a portion of the above - referenced UASI grant awarded to the City in the amount of $2,253,140, which shall serve as the total amount payable for all training and exercise programs supplied under RFQ No. 16 -068. b. Payment by City shall be made within thirty (3 0) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work that fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 4. TERM This Agreement shall commence on the date stated above and continue through August 15, 2019, unless terminated earlier in accordance with Section 18, below. The tern of this Agreement may be extended for a single (1) one -year period upon a writing executed by the City Manager and the City Attorney. 5. INDEPENDENT CONTRACTOR Contractor 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 mariner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor 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. 6. 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 Contractor under this Agreement ("Documents & Data "). Contractor 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. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data, Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor 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 Pa Agreement shall be at City's sole risk, 7. INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Contractor 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 Contractor's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not lass 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, with $2,000,000 in the aggregate, Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. 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 Insursncc, In accordance with the California Labor Code, Contractor, if Contractor has any employees, is required to be insured against liability for worker's compensation or to undertake self insurauce. Prior to conun.encing the performance of the work under this Agreement, Contractor agrees to obtain and maintain My employer's liability insurance with limits not less than $1,000,000 per accident, d. If Contractor is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per clai Ywith $2,000,000 in the aggregate. e, The following requirements apply to the insurance to be provided by Contractor pursuant to this section: (i) Contractor 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 by the City. (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, (iv) Contractor shall supply City with a fully executed additional insured endorsement, If Contractor 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 terminate thus Agreement, Such termination shall not affect Contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Contractor agrees to and shall indemnify, defend, 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 death, and claims for property damage, which may arise from the negligence or willful misconduct of the Contractor or its, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is duo by reason of the terms of or effects arising from this Agreement, This indemnity and bold 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 Contractor 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 duc to personal or property rights arises by reason of the torms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Contractor's indemnification obligations in this section shall survive expiration of this Agreement, 9. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend, indemnify, and hold harmless City, its officers, agents, representatives, and employees against any and all liability or losses, including costs and attorney's fees, for infringement of any United. States' letters patent, trademark, ar copyright, alleged or contained in the work product or docutnents provided or used by Contractor under this Agreement. 10. CONFORMITY WITH LAW AND SAFETY In performing any services under this Agreement, Contractor shall observe and comply with all applicable laws, ordinances, codes, and regulations of governmental agencies, including federal, state, municipal, and local governing bodies having jurisdiction over the scope of services, including all provisions of the California Occupational Safety and Health Act. Contractor shall indemnify, defend, and bold harmless City from any and all liability, fines, penalties, and consequences from any of Contractor's failures to comply with such laws, ordinances, codes, and regulations. 11. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 0 minimumperiod of three (3) years, or for anylonger period required bylaw, from the date of final payment to Contractor under this Agreement, All such records and invoices shall be clearly identifiable, Contractor 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, Contractor 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 Contractor under this Agreement, 12, CONI+IDENTIALITY If Contractor receives fi•om the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City, 13. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presentlyhas no interests and shall not have interests, direct or indirect, which would conflict in any manner with the performance of services specified under this Agreement. 14. 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: Cleric of the City Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 927024988 Fax 714- 647 -6956 With courtesy copies to: Brad Hadley, Sergeant UA SI Grant Coordinator Homeland Security Division Santa Ana Police Department 60 Civic Center Plaza Santa Ana, CA 92701 To Contractor: Hoertsch Training and Consulting I LC 5150 pair oaks Blvd # 353 Carmichael, CA 95608 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. 15. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor regarding the subject matter therein, 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 Contractor. The parties agree that any terns or conditions of any purchase order or other instrument that are inconsistent with, or iti addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City, Each party to this Agreement aolcnowledgos 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. 16. ASSIGNMENT Inasmuoh as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assiginnont, 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, 17. WAIVER No waiver of a breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective wiless it is in writing and signed by the party waiving the breach, fa l e, right, or remedy. No waiver of any breach, failure, right, or remedy shall be deemed a waiver of any other breach, failure, right, or remedy, whether or not similar, not shall any waiver constitute a continuing waiver unless the writing so specifies. 18, TERMINATION This Agreement may be terminated by the City upon thirty (3 0) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, sabjPet to the following conditions; a, Asa condition of such payment, City may require Contractor 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 Contractor consents to the City's use thereof for such purposes as the City deems appropriate, b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement, 19, NONDISCRIMINATION Contractor 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 or in connection with any activities under this Agreement, Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 20. 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 farther agree that Orange County, California, shall be the venue for any action orproceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 21. PROFESSIONAL, LICENSES Contractor 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. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exomptions, Said inability shall be cause for termination of this Agreement. 22. CERTIFICATIONS a. .Debarment and Suspension, Contractor will comply, and, all its subcontractors will comply, with applicable federal suspension and debarment regulations including, but not limited to, Executive Orders 12549 and 12689, and 2 Code of Federal Regulations (CFR) §200.212 and codified in 2 CFR Part 200. b, Section 504 of the Rehabilitation Act of 1973. All recipients of federal fluids must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal funds recipient pursuant to the requirements ofThe Act hereby gives assurance that no otherwise qualified disabled person shall, solely by reason of disability be excluded from the participation in, be denied the benefits of or be subject to discrimination, including discrimination in employment, in any program or activity that receives or benefits from federal financial assistance, Contractor agrees it will ensure that requirements of The Act shall be included in any agreements with and be binding on all of its subcontractors, assignees, or successors. a Americans with Disabilities Act of 1990 (ADA). Contractor must comply with all requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable. d. Lobbying and Political Activity, None of the finds, materials, property, or services provided directly or indirectly under this Agreement shall be used for any partisan political activity, or to further the election or defeat of any candidate fox public office, or otherwise in violation of the provisions of the "Hatch Act ", e, Contractor will comply, and all its subcontractors will comply, with all applicable lobbying prohibitions and laws, including those found in United States Code Title 31, § 1352, et seq., and agrees that none of the funds provided under this award may be expended by the Contractor to pay any person to influence, or attempt to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with any federal action concerning the award or renewal of any federal contract, grant, loan, or cooperative agreement, f. Contractor will comply, and all its subcontractors will comply, with all requirements of the Byrd Anti - Lobbying Amendment (31 U.S.C. 1352), as applicable, subcontractors will co comply, with Title VI of the Civil Rights Act of 1Contractor 964, t as amended; Sectioand a 04of the Rehabilitation Act of 1964, as amended; Subtitle A, Title 11 of the Americans with Disabilities Act (ADA) (1990); Title IX of the Education Amendments of 1972; the Age Discrimination Act of 1975, as amended; Drug Abuse Office and Treatment Act of 1972, as amended; Comprehensive Alcohol Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, as amended; Section 523 and 527 of the Public Health Service Act of 1912, as amended; Title VIII of the Civil Rights Act of 1968, as amended; Department of Justice Non - Discrimination Regulations, 28 CFR kart 42, Subparts C, D, E, and 0; and Department of Justice regulations on disability discrimination, 28 CFR Part 35 and 39. In the event a Federal or State court, Federal or State administrative agency, or the Contractor makes a finding of discrimination after a due process hearing on the grounds of race, color, religion, national origin, sex, ar disability against Contractor, Contractor will forward a copy of the findings to City, which will, in turn, submit the findings to the Office of Civil Rights, Office of Justice Programs, U.S, Department of Justice, h. Contractor will comply, and all its subcontractors will comply, with all requirements of the Executive Order 11246 of September 24, 1965, entitled "Equal Employmont— Opportunity," a,s amended by Executive Order 11375 of October 13, 1967, and as supplemented in Department of Labor regulations (41 CFR chapter 60), as applicable, i. Contractor will comply, and all its subcontractors will comply, with all requirements of the California Public Contract Code Section 10295.3, as applicable, Copeland "Au' I{ Contractor cback" will ct (18 U.S.C. 8714) assupplemented in Department tofLaboruregulations (29 CFR Part 3), as applicable. lc. Contractor will comply, and all its subcontractors will comply, with all requirements of the Davis -Bacon Act (40 U.S.C. 276a to 276a -7) as supplemented by Department of Labor regulations (29 CFR Part 5), as applicable. 1, Contractor will comply, and all its subcontractors will comply, with all requirements of Sections 103 and 107 of the Contract Work and Safety Standards Act (40 U,S.C, 327330) as supplemented by Department of Labor regulations (29 CFR Part 5), as applicable. m. Contraotorwill comply, and all its subcontractors will comply, with all applicable standards, orders or requirements issued under Section 306 of the Clean Air Act (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act (33 U,S.C. 1368), Executive Order 11738, and the Environmental Protection Agency regulations (40 CFR part 15), as applicable. III Contractor will comply, and all its subcontractors will comply, with all requirements of the Energy Policy and Conservation Act (Pub. L, 94 -163, 89 Stat. 871), (53 PR 8078, 8087, Mar, 11, 1988, as amended at 60 PR 19639, 19645, Apr, 19, 1995), as applicable, D. Contractor will comply, and all its subcontractors will comply, with all requirements of Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act, as applicable. P. Contractor agrees that the Department of Homeland Security shall have the authority to seek patent rights for any process, product, invention or discovery developed and paid for with funding through this Agreement based on the requirements of 37 CFR§ 401, as applicable, q Contractor may copyright any books, publications or other copyrightable materials developed in the course of or tinder this Agreement, .however, the federal awarding agency, State Administrative Agency (SAA), and City reserve a loyalty -free, non•exolusive, and irrevocable license to reproduce, publish or otherwise use, and to authorize others to use, for federal government, SAA and /or City purpose; (1) the copyright in any work developed through this Agreement; and (2) any rights of copyright to which the Contractor purchases ownership with support through this grant. The Federal govermnent's, SAA's and City's rights identified above must be conveyed to the publisher and the language of the publisher's release form must ensure the preservation of these rights. 23. 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 frilly, 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY 9X4- N;I'AANA Maria D. Huizar David C av za os Clerk of the Council City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attornoy Dy' roll" , htuilc Assistant City Attorney RECOM EN ED FOR APPROVAL: Carlos Rojas, Chic o Police Police Department 10 CONTRACTOR: `pq L- EXHIBIT A List of Training /Classes and Exercises TRAINING Contractor; Hoerstch Training Consulting (HTAC) Dlsdpllna Codes; Law Enfnreament = LE, Fire = F, Emervency Medlml Sarvlces «EMS, Emeraencv Manaaementy EM. ou n.ae, n,..,,.,,,._ _ — EXERCISES A) Dlscusslon -Based exercises -focus on strategic, pollcy- oriented issues; facilitators and/or presenters usually load the discussion, keeping participants on tract: towards meeting exercise objectives. (Vote: Estimated costs are example costs only and depict a range that an exercise mayfal/withh, Actual costs can vary and dependent an the size, scope, and variables involved with a particular exerclsq Exercise Type Description Range of Cost Variables (Estimated) !, "NoMppllcoble- Exercise services not proposed by Contractor B) Dperation -Based Exercises - used to validate plans, polities, agreements, and procedures; clarify roles and responsibilities; and Identify resow'ae gaps, Exarelses are characterized by actual reaction to an exercise scenario, such as initlating CommunioatOns or mobiilzing personnel and resources. I' Note: Estimated costs are example costs only and depict Orange that an axereise may felt within, Actual costs can vary and is dependent on the site, scope, and variables involved with a particular exercise) I Bxerclse.Type I Description Range of Cost Variables "NotAppllcable - Exercise services nor proposed by Contractor Page l aP t Course Title Description Discipline Total Course Cost (estimated Course Is designed to educate attendees on all aspects of ALPR Automated License Plate Reader (ALPR) technology, Training relates to all faucets of law enforcement from the Technology &Procedures Intelligence analyst, the ALPR administrator to the operator deploying LE, F, PH $5,000.00 the ALPR equipment, EXERCISES A) Dlscusslon -Based exercises -focus on strategic, pollcy- oriented issues; facilitators and/or presenters usually load the discussion, keeping participants on tract: towards meeting exercise objectives. (Vote: Estimated costs are example costs only and depict a range that an exercise mayfal/withh, Actual costs can vary and dependent an the size, scope, and variables involved with a particular exerclsq Exercise Type Description Range of Cost Variables (Estimated) !, "NoMppllcoble- Exercise services not proposed by Contractor B) Dperation -Based Exercises - used to validate plans, polities, agreements, and procedures; clarify roles and responsibilities; and Identify resow'ae gaps, Exarelses are characterized by actual reaction to an exercise scenario, such as initlating CommunioatOns or mobiilzing personnel and resources. I' Note: Estimated costs are example costs only and depict Orange that an axereise may felt within, Actual costs can vary and is dependent on the site, scope, and variables involved with a particular exercise) I Bxerclse.Type I Description Range of Cost Variables "NotAppllcable - Exercise services nor proposed by Contractor Page l aP t 3.0 3.1 SECTION III EXHIBIT B TECI•INIPAL SPECIFICATIONS REQUIREMENTS The specifio requirements of the RFQ have been listed In two Sections to allow proposers to respond to either, the training courses component, the exercise component, or both, There Is no requirement the Proposer must respond to both components of the RFQ, !MLNING COURSES �. The ASAUA requires training courses in the following specific disciplines: a, Law Enforcament /Tactical b. Fire /Emergency Medical c. Public Health d. Emergency Management 2. The Proposer shall conduct training courses at various locations /venues within the ASAUA. 3. The Proposer shall prepare course flyers, register attendees, record attendance by signed roster, provide certificates of completions, and verify course completion by the participants, 4. Tile Proposer shall prepare and present specifled training courses, Course material shall be available at the time the training is provided for each of the training courses the proposer has outlined In their proposal, 5, All training courses presented must meet state and federal guidelines and be approved by Cal OES and QHS for reimbursement under the Homeland Security Grant Program prior to delivery. Refer to the Cal OCS website at: ht_ tp //www,ca� io�s,ca ov /cal -oes divisions /callfornla soeciali�ed- iraininra institute and the DHS website at: I FQ No. 16.068 Page 1.4 htt s:/Mnvw.fema. ov /training for further information regarding state and federal guidelines for Department of Homeland Security grants, If any portion of the training course occurs outside of the classroom, an Environmental & Historic Preservation (EHP) approval must be obtained from FEMA /Cal IDES prior to delivery of the course. The EHP approval Is location specific and If an EHP approval is required, one must be obtained for each location where the course is delivered, It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval, The City shall not be billed for any costs associated with obtaining these approvals, 6, The Proposer shall offer course content that satisfy the five preparedness priorities Identified in the ASAUA Multiyear Training & Exercises plan. The ASAUA MTEP is attached for reference. 7, The Proposer shall provide all required training material, handouts, course syllabus and /or written curriculum, 8, The Proposer shall collect written survey comments /course evaluations from participants at the conclusion of every course offered. Survey /course evaluations will be conducted in a manner specified by the City. A standardized course survey form will be provided to the successful proposers. 9. The City reserves the right to cancel the training course with fourteen (14) calendar days' notice of delivery date, and not be charged for the class, travel costs, or training materials by the vendor. 10. Proposer shall provide and assign high quality instructors on a consistent basis to deliver the specified courses. 11, Ail Instructors shall use the methods suggested by the training protocols established such as maintaining and updating each training syllabus, introducing and following objectives for each class, completing training as described, and utilizing training aids such as audio /visual systems. RFQ No, 16-068 Page 15 12. The Proposer and all of their instructors shall provide immediate feedback to the City via the ASAUA Homeland Security Regional Training and Exercise Program Manger regarding all customer requests for new or additional services or to lodge complaints, 13. The Proposer will be paid for time, materials and for services rendered, Training days are generally eight (8) hours long, e.g, 8AM -6PM, including a one (1) hour lunch, The schedule should include regular breaks on a 50/10 break ratio — for every fifty (60) minutes of instruction, there should be a ten (10) minute break. Half days are defined as four (4) hours or less of curriculum. 14, Training venues may be provided by the City or by hosting agencies based on the needs of the course. Proposer must be able to secure training sites at any of the Jurisdictions within the ASAUA. 15. All Proposer developed courses must be approved by California Office of Emergency Services (Cal OES) for reimbursement under the Homeland Security Grant Program prior to delivery. It is the responsibility of the Proposer to prepare all of the forms and documentation necessary to obtain all course approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. The City shall not be billed for any costs associated with obtaining these approvals. 16. The anticipated start date of this agreement is Fall of 2016. Usage under this agreement will begin at this time. 17. Depending on the training or exercise, the proposer's instructors and courses may be required to be California Peace Officer Standards & Training (POST) certified or California State Fire Marshal approved, It shall be the responsibility of the Proposer to obtain all POST certifications and California State Fire Marshal course approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certifications and approval. The City shall not be billed for any costs associated with obtaining these certifications and approvals. PFQ No. 16 -068 Page 16 18, A list of "approved" courses Is available from Cal tOES at www,ealoes.ca acv and a list of Federal Emergency Management Agency (FEMA) approved classes Is available at www,fema aov /tfainirg, 19. Proposers are responsible for providing all course materials and delivering it to the slte(s) of all training, 20, Proposer will work with the ASAUA Homeland Security Regional Training and Exercise Program Manager and requesting agency to coordinate the training calendar and venue, 21. When required, Proposer must obtain the applicable certifications for developed courses before training begins, The need for certification will be determined by the ASAUA Training & Exercise Program Manager, It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required certifications. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certification, The City shall not be billed for any costs associated with obtaining these certifications, 22. Proposer will be required to obtain Emergency Medical Association (EMA) or Emergency Management Institute (EMI) certification on developed courses If the course content contains materials that require state and /or federal certification, The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for certification. The City shall not be billed for any costs associated with obtaining these certifications. 23. Proposer may not charge the City for materials brought to the class that are not utilized. 24. Proposers may be selected to provide training based on their expertise within a specific discipline. RFQ No, 16 -068 Page 17 25. Proposers shall ensure that training participants are members of agencies or organizations located or operating within the ASAUA, or have been approved by the ASAUA Training & Exercise Program Manager or his designee, 26. Proposer shall ensure that, when required, an Environmental Historic Preservation (EHP) approval has been issued to the ASAUA before delivery of the training course. It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals. The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. The City shall not be billed for any costs associated with obtaining these approvals. 27. Upon award of an agreement, the City will request a firm proposal from the approved qualified training provider on their proposed training courses whenever the need arises. 3.1,1 DELIVERABLES / REPORTS FOR TRAINING COURSES I. Course Surveys / Evaluatlons a. The course surveys / evaluations results will be tabulated and scored by the Proposer. Summary of the results will be provided to the ASAUA Training & Exercise Program Manager. b. Completed course survey /evaluation forms will be provided to the ASAUA Training & Exercise Program Manager within 30 days of delivery of the training course. 2. Proposer must provide course flyers for all training courses to be delivered by Proposer. 3. Proposer will provide to the ASAUA Training & Exercise Program Manager all rosters and sign -In sheets upon completion of the training course for all training courses delivered. RFQ No.16=om Page 18 4. Proposer will provide certificates of completion to all students that successfully complete the training course at the conclusion of the training course and provide copies of the certificates to the ASAUA Training & Exercise Program Manager within 30 days of delivery of the training course. 3,1.2 QUANTITIES FOR TRAINING COURSES 1, Quantities listed herein are estimates and are not to be construed as a commitment, No minimum or maximum is guaranteed or Implied, 3.1.3 PRICING FOR TRAINING COURSES 1. All pricing quoted by Proposer in the RFQ and Response Packet will be considered by the grant office to be good faith estimates and used for budgetary planning purposes only, Firm price quotes will be requested from and provided by the selected qualified vendors during an Informal solicitation for quotation and Purchase Order process and will remain firm for the term of any agreement that may be awarded as a result of this RFQ. 2. Unless otherwise stated, Proposer agrees that, in the event of a price decline, the benefit of such lower price shall be extended to the City. 3, All prices are to be F.O.B. destination. Any freight/delivery charges are to be Included. 4. Any price increase or decrease for subsequent contract terms may be negotiated between Proposer and City only after completion of the initial term, 5. Taxes and freight charges: a. The City is soliciting a total price per single delivery of each training course. The price quoted for each training course shall be the total cost the City will pay including Sales, Use, or other taxes and all other charges, b. No charge for delivery, drayage, express, parcel post packing, cartage, Insurance, license fees, permits, costs of bonds, or any other purpose, RFQ No, 16 -068 Page 19 except taxes legally payable by City, will be paid by the City unless expressly included and itemized In the proposal, c. Amount paid for transportation of property to the City of Santa Ana is exempt from Federal Transportation Tax. An exemption certificate is not required where the shipping papers show the consignee is the City of Santa Ana; as such papers may be acceptable by the carrier as proof of the exempt character of the shipment, d. Articles sold to the City of Santa Ana are exempt from certain Federal excise taxes. The City will furnish an exemption certificate. g. All prices quoted shall be in United States dollars and "whole cent," no cent fractions shall be used, There are no exceptions, 7. Price quotes shall Include any and all payment incentives available to the City, 8. Proposers are advised that in the evaluation of costs, if applicable, it will be assumed the unit price quoted is correct in the case of a discrepancy between the unit price and an extension. 9. Federal and State minimum wage laws apply. The City has no requirements for living wages, The City is not imposing any additional requirements regarding wages. 3.1.4 AWARD FOR TRAINING COURSES 1. The City reserves the right to reject any or all responses that materially differ from any terms contained in tlils RFQ or from any Exhibits attached hereto, to waive Wormalities and minor irregularities In responses received, and to provide an opportunity for Proposers to correct minor and immaterial errors contained in their submissions, The decision as to what constitutes a minor irregularity shall be made solely at the discretion of the City. 2, The City reserves the right to award an agreement to a single Proposer or multiple Proposers, Rf-Q No, 16.068 Papa 20 3, The City has the right to decline to award an agreement or any part thereof for any reason, 4. City Council approval to award an Agreement pursuant to this RFQ will be required, 5. Any agreement must be negotiated, finalized, and approved by the recommend vendor prior to City Council approval, 6, The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and Proposer's proposal, may be incorporated into and made a part of any agreement that may be awarded as a result of this RFQ. 3,1.5 METHOD OF ORDERING TRAINING COURSES 1, As training is required, solicitations in the form of firm price quotations will be requested from the vendors with which the City has an Agreement. 2. Individual order price quotations shall be provided upon request per project and shall Include, but not be limited to, an identifying (quotation) number, date, City of Santa Ana agreement number, requester name and phone number, ship to locatlon, Itemization of services with complete description and price per item and a summary of total cost for services, shipping, and tax. 3. Price quotations will be reviewed and vendors will be selected by the UASI Grant Office. Written Purchase Orders (POs) will be issued upon approval of written itemized quotations received from the Proposer, 4. POs will be faxed, transmitted electronically, or mailed and shall be the only authorization for the Proposer to place an order. 5. POs and payments for service will be issued only In the name of the Proposer. 6. Proposer shall adapt to changes to the ordering method or ordering procedures as required by the City during the term of the agreement. i. Change orders shall be agreed upon by Proposer and City and issued as needed in writing by the City, RFQ, No. 16.068 Page 21 3.1.6 INVOICING FOR TRAINING COURSES 1. Proposer shall Invoice the City, unless otherwise advised, upon satisfactory receipt of performance of services. 2. City will use best efforts to make payments within thirty (30) days following receipt and review of Invoice and upon complete satisfactory receipt of performance of services, 3. Invoices should be mailed to; Sgt. Brad Hadley Santa Ana Police Department Homeland Security Division ! W 8 60 Civic Center Plaza P.O. Box 1981 Santa Ana, CA 92701 4. City shall notify Proposer of any adjustments required to invoices. 5. Invoices shall have City PO number, invoice number, agreement number, remit to address and itemized services description and price as quoted and shall be accompanied by acceptable proof of delivery, 6. Proposer shall utilize standardized invoices upon request. 7. Invoices shall only be issued by the vendor who is awarded an agreement. 3.1.7 ACCOUNT MANAGER /SUPPORT STAFF FOR TRAINING COURSES 1. Proposer shall provide a dedicated competent account manager who shall be responsible for the City account / agreement. The account manager shall receive all orders from the City and shall be the primary contact for all issues regarding the Proposer's response to this RFQ and any agreement which may arise pursuant to this RFQ. RFQ No. 16.6638 Page 22 2, Proposer shall also provide adequate, competent support staff that shall be able to service the City during normal working hours, Monday through Friday, Such representative(s) shall be knowledgeable about the agreement, training offered, and able to Identify and resolve quickly any issues included, but not limited to order and invoicing problems. 3. Proposer account manager shall be familiar with City requirements and standards and work with the City to ensure that established standards are adhered to. 4. Proposer account manager shall keep the City and ASAUA Training & Exercise Program Manager informed of requests from departments as required. 3.2 EXERCISES 1. The ASAUA requires seminars, workshops, tabletops, drills, functional, and full-scale exercises in the following specific disciplines: a. Law Enforcement/Tactical b. Fire /Emergency Medical C. Public Health d. Emergency Management 2. The Proposer shall conduct seminars, workshops, tabletops, drills, functional, and full -scale exercises at various locations /venues within the ASAUA, All drills, functional and full scale exorcises will require an EHP approval from FEMA /Cal OES prior to delivery, It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals, The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. 3. All exercises must be conducted in a manner which adheres to all applicable state and federal guidelines, including exercise design and development guidelines outlined in the HSEEP, RFQ No. 18.068 Page 23 4. When conducting seminars, workshops, tabletops, drills, functional and full -scale exercises the Proposer shall provide all required exercise consumables, printed materials, handouts, and other materials such as, but not limited to, exercise manuals, special effects, actor moulage, supplies, signage, etc, 5. Proposer shall provide and assign high quality personnel such as exerclse designers, directors, controllers, evaluators, and support personnel on a consistent basis to deliver the specified seminars, workshops, tabletops, drills, functional, and full -scale exercises. 6. Proposer shall provide all multi -media devices necessary for presentations during seminars, workshops, tabletops, drills, functional, full -scale exercises, and any planning meetings and conferences. 7, The Proposer and all of their exercise personnel shall provide immediate feedback to the City via the ASAUA Homeland Security Regional Training and Exercise Program Manger regarding all customer requests for new or additional services or to lodge complalnts. 8, Seminar, workshop, tabletop, drill, functional and full -scale exercise venues may be provided by the City or by hosting agencies based on the needs of the exercise. Proposer must be able to secure exercise sites at any of the jurisdictions within the ASAUA. 9, Proposers are responsible for providing exercise materials and delivering It to the site(s) of all seminars, workshops, tabletops, drills, functional and full -scale exercises, 10. Proposer may not charge the City for materials brought to the seminars, workshops, tabletops, drills, functional, and full -scale exercises that are not utilized. 11. Proposers may be selected to provide seminars, workshops, tabletops, drills, functional, and full-scale exercises based on their expertise and experience within a specific discipline._ RFQ No, 16-068 Page 24 12, Proposers shall ensure that exercise participants are members of agencies or organizations located or operating within the ASAUA, or have been approved by the ASAUA Training & Exercise Program Manager or his designee, 13, Proposer shall ensure that, when required, an Environmental Historic Preservation (EHP) approval letter has been Issued to the ASAUA before delivery of any seminars, workshops, tabletops, drills, functional, and full -scale exercises. All drills, functional and full scale exercises will require an EHP approval from FEMA /Cal OES prior to delivery, It shall be the responsibility of the Proposer to complete all of the forms and documentation necessary to obtain the required EHP approvals, The ASAUA Homeland Security Regional Training and Exercise Program Manager will assist the Proposer with the submission of the requests for approval. 5.2.1 QUALIFICATIONS — HOMELAND SECU ITY EXERCISE EXPERIENCE The following elements outline the type of experience and expertise proposers should possess related to the development and delivery of seminars, workshops, tabletops, drills, functional and full -scale exercises. Proposers will document their experience and expertise In Attachment a — Proposal Response Packet, The ASAUA requires seminars, workshops, tabletops, drills, functional and full -scale exercises in the following specific disciplines; a. Law Enforcement/Tactical b. Fire /Emergency Medical c. Public Health d. Emergency Management 2. Proposer should be experienced and proficient in the design and delivery of relevant homeland security related seminars, workshops, tabletops, drills, functional and full - scale exercises. RrQ No. t&oB8 Page 25 3. Proposer should have staff that Is experienced and proficient In developing seminars, workshops, tabletops, and drills, functional and full -scale exercises in accordance with HEESP guidelines. 4. Proposer should have staff that is experienced and proficient in conducting seminars, workshops, tabletops, drills, functional and full -scale exercises in accordance with HEESP guidelines. 5. Proposer should have staff that is experienced and proficient in providing training to and coordinating exercise evaluators, controllers, and Simulation Cell operators, 3.2.2 DELIVERABLES / REPORTS FOR EXERCISES t. Exercise Documents a, Proposer shall provide all documents necessary to conduct seminars, workshops, tabletops, drills, functional and full -scale exercises in accordance with HEESP guidelines. These documents should include, but not be limited to; Exercise Plan, ControllerlEvaluator Plan, Master Scenario Events List (MESL), Exercise Evaluation Guides, etc. 2. Proposer will provide rosters, sign-In sheets, and presentation materials for all planning meetings conducted in support of all seminars, workshops, tabletops, drills, functional and full -scale exercises and will deliver to the ASAUA Training & Exercise Program Manager upon completion of the planning activity, 3. Proposer will provide rosters and sign -in sheets for all seminars, workshops, tabletops, drills, functional and full -scale exercises and will deliver to the ASAUA Training & Exercise Program Manager upon completion of the exercise activity. 4. Proposer will complete After Action Reports (AARs) for all seminars, workshops, tabletops, drills, functional and full -scale exercises. Copies of these AARs will be provided to the ASAUA Training & Exercise Program Coordinator within 50 days of any seminars, workshops, tabletops, drills, functional, and full -scale exercises, RFQ No. 16 -068 Page 26 5. Proposer will complete an Improvement Plan for each seminar, workshop, tabletop, drill, functional and full -scale exercise delivered. Copies of the Improvement Plan will be provided to the ASAUA Training & Exercise Coordinator within 60 days of any seminars, workshops, tabletops, drills, functional, and full -scale exercises. 6. Proposer will upload, on behalf of the ASAUA, all necessary AARs and Improvement Plans Into HSEEP within 60 days of completing any exercise activity. 3,23 QUANTITIES FOR EXERCISES Quantities listed heroin are estimates and are not to be construed as a commitment. No minimum or maximum Is guaranteed or implied, 3.2.4 PRICING FOR EXERCISES All price quotes offered during an informal request for quote process will remain firm for the term of the resulting PO under the Agreement. 2. Unless otherwise stated, Proposer agrees that, In the event of a price decline, the benefit of such lower price shall be extended to the City. 3. All prices are to be F.O.B. destination. Any freight/delivery charges are to be included. 4. Any price increase or decrease for subsequent contract terms may be negotiated between Proposer and City only after completion of the initial term. 5. Taxes and freight charges; a. The City is soliciting a total price per single delivery of each seminar, workshop, tabletop, drill, functional, and full -scale exercise, The price quoted for each seminar, workshop, tabletop, drill, functional, and full -scale exercise shall be the total cost the City will pay including Sales, Use, or other taxes and all other charges, b. No charge for delivery, drayage, express, parcel post packing, cartage, insurance, license fees, permits, costs of bonds, or any other purpose, RFQ No, 16-068 Page 27 except taxes legally payable by City, will be paid by the City unless expressly Included and Itemized In the proposal, c. Amount paid for transportation of property to the City of Santa Ana is exempt from Federal Transportation Tax, An exemption certificate is not required where the shipping papers show the consignee is the City of Santa Ana; as such papers may be acceptable by the carrier as proof of the exempt character of the shipment. d. Articles sold to the City of Santa Ana are exempt from certain Federal excise taxes. The City will furnish an exemption certificate, 6. All prices quoted shall be in United States dollars and "whole cent," no cent fractions shall be used. There are no exceptions, 7. Price quotes shall include any and all payment Incentives available to the City. S. Proposer are advised that in the evaluation of costs, if applicable, it will be assumed the unit price quoted is correct in the case of a discrepancy between the unit price and an extension, 9. Federal and State minimum wage laws apply. The City has no requirements for living wages. The City is not imposing any additional requirements regarding wages, 3.2.5 AWARD FOR EXERCISES 1. The City reserves the right to reject any or all responses that materially differ from any terms contained in this RFQ or from any Exhibits attached hereto, to walve Informalities and minor irregularities in responses received, and to provide an opportunity for proposers to correct minor and Immaterial errors contained in their submissions. The declsion as to what constitutes a minor irregularity shall be made solely at the discretion of the City. 2, The City reserves the right to award to a single or multiple proposers. RFQ No. 16 -068 Page 28 3. The City has the right to decline to award an agreement or any part thereof for any reason. 4. City Council approval to award an Agreement will be required, 5. The Master Agreement must be negotiated, finalized, and signed by the recommend awardee(s) prior to City Council approval. 6. Final Master Agreement terms and conditions will be negotiated with the selected vendors. 7. The RFQ specifications, terms, conditions, and Exhibits, RFQ Addenda and Proposer's proposal, may be incorporated into and made a park of any agreement that may be awarded as a result of this RFQ. 3,2.6 METHOD OF ORDERING FOR EXERCISES I. As an exercise is required, solicitations in the form of a firm price quotation will be requested from the vendors. 2. Proposers who have been qualified will be provided a scope of work for the desired seminar, workshop, tabletop, drill, functional or full -scale exercise and requested to provide a written quotation. These quotations will be reviewed and evaluated by the ASAUA Grant Office, 3. Individual order price quotations shall be provided upon request per project and shall Include, but not be limited to, an identifying (quotation) number, date, City of Santa Ana agreement number, requestor name and phone number, ship to location, itemization of services with complete description and price per item and a summary of total cost for services, shipping, and tax. 4. Written Purchase Orders (POs) will be Issued upon approval of written itemized quotations received from the Proposer(s). 5. Pbs will be faxed, transmitted electronically, or mailed and shall be the only authorization for the Proposer to place an order. 0Q No, 16.068 Page 29 6. PCs and payments for service will be issued only In the name of the Proposer, 7. Proposer shall adapt to changes to the ordering method or ordering procedures as required by the City during the term of the agreement. 8. Change orders shall be agreed upon by Proposer and City and issued as needed in writing by the City, 3.2.7 ]NY ICING FOR EXERCISES 1. Proposer shall invoice the City, unless otherwise advised, upon satisfactory receipt of performance of services, 2. The Proposer will submit invoices according to milestones that are mutually agreed upon by the City and the Proposer, and will be established at the time an agreement is entered into between the City and the Proposer, 3, invoices should be mailed to; Sgt, Brad Hadley Santa Ana Palace Department Homeland Security Division / M -18 60 Civic Center Plaza P.O. Box 1981 Santa Ana, CA 92701 4, City will use best efforts to make payments within thirty (30) days following receipt and review of invoice and upon complete satisfactory receipt of performance of services, 5. City shall notify Proposer of any adjustments required to invoices. 6. Invoices shall contain Agreement number, City PO number, invoice number, remit to address and itemized services description and price as quoted and shall be accompanied by acceptable proof of delivery, RFQ, No, 16 -ou Page 30 7. Proposer shall utilize standardized Invoice upon request. 8. Invoices shall only be issued by the Proposer who Is awarded an agreement. 9. Payments will be issued to and invoices must be received from the same Proposer whose name is specified on the Pos, 3.2.8 ACCOUNT MANAGER / SUPPORT STAFF' FOR PXERCISES I. Proposer shall provide a dedicated competent account manager who shall be responsible for the City account / agreement. The account manager shall receive all orders from the City and shall be the primary contact for all Issues regarding the Proposer's response to this RFQ and any agreement which may arise pursuant to this RFQ. 2. Proposer shall also provide adequate, competent support staff that shall be able to service the City during normal working hours, Monday through Friday. Such representatives) shall be knowledgeable about the agreement, training offered, and able to Identify and resolve quickly any Issues Included, but not limited to order and invoicing problems. 3. Proposer account manager shall be familiar with City requirements and standards and work with the City to ensure that established standards are adhered to. 4. Proposer account manager shall keep the City and ASAUA Training & Exercise Program Manager informed of requests from departments as required. RFQ No, 16 -068 Page 21 ` CERTIFICATE OF LIABILITY INSURANCE DATE(MM /DDM'YY) ,,`b® V 08/26/2016 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 have ADDITIONAL INSURED provisions or 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 endorsement(s). PRODUCER CONTACT -NAME; GABBY SANTIAGO StateFarer► Greg Lauck, State Farm Insurance (PA J&NE 9169789110 FAX 9169789122 Ex[: AIC No 950 Fulton Ave STE 175 IL ADDRESS: GABBY @GREGLAUCK.NET EACH OCCURRENCE INSURERS AFFORDING COVERAGE NAIL# PREMISES ETORENT 0 PREMISES EaNTED occurrence) INSURER A: State Farm Mutual Automobile Insurance Company 25178 Sacramento Ca 95825 INSURED INSURER B: State Farm Fire and Casualty Company 25143 HOERTSCH TRAINING & CONSULTING LLC INSURER C: State Farm General Insurance Company 25151 INSURER D: GENERAL AGGREGATE 5150 FAIR OAKS BLVD STE 101 INSURER E : $ 2,000,000 CARMICHAEL CA 95608 INSURER F: $ COVERAGES CERTIFICATE NUMBER: 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 ADDL 5UBR POLICY NUMBER MMIDDITYF MMLDDYEYY LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE El OCCUR Y 90- CM- S743 -8 07/23/2016 07/23/2017 EACH OCCURRENCE $ 1,000,000 PREMISES ETORENT 0 PREMISES EaNTED occurrence) $ 300,000 MED EXP(Any one person ) $ 5,000 PERSONAL &ADV INJURY $ GENU AGGREGATE LIMIT APPLIES PER: PRO POLICY PRO- [::] LOC OTHER: GENERAL AGGREGATE $ 2.000,000 PRODUCTS- COMPIOPAGG $ 2,000,000 $ AUTOMOBILE LIABILITY ANYAUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY Y 2841893- D16 -55B 04/17/2016 10/16/2016 COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Par person) $ 250,000 BODILY INJURY (Per accident) $ 500,000 PROPERTY DAMAGE Per accident $ 100,000 UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICERIMEMBER EXCLUDED? � (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA I PER OTH- STATUTE ER E.L. EACH ACCT DENT $ E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) City of Santa Ana 20 Civic Center Plaza M -16 / PO BOX 1988 Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATI -V7E�� CA 92702 Lyre i"7 . © 1988.2015 ACORD CORPQFWIO ACORD 25 (2016103) The ACORD name and logo are registered marks If, fjlRD ' �y jj ��rr ADDITIONAL INSURED ENDORSEMENT Insurance Company State Farm This endorsement modifies such insurance as is afforded by the provisions of Policy # 90-cM- s743 -8 relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; it officers, employees, agents and representative are named as additional insureds ( "additional insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective August 26, 2016 , this endorsement form as part of Policy# 90- CM- S743 -8 Issuedto KYLE HOERTSCH _ Name Insured Countersigned by 7 Policy No. 90- CM- S743 -8 ss -s oa -F rs asp- 8o z THIS ENDORSEMENT CHANGES THE POLICY, PLEASE GMP4786.1 ADDITIONAL INSURED — OWNERS, LESSEES, OR (Scheduled) This endorsement modifies insurance provided under the following; BUSINESSOWNERS COVERAGE FORM SCHEDULE Policy Number; 90- CM- 5743 -8 Named Insured: Hoertsch Training & Consulting, LLC 5150 Fair Oaks Blvd., Ste. 101 Carmichael, CA 95608 Name And Address Of Additional Insured Person Or Dirge City of Sang Ana 20 Civic Center Plaza M -16 / PO BOX 1988 Santa Ana, CA 92702 1, SECTION Il — WHO IS AN INSURED of SECTION II LIABILITY is amended to in- clude, as an additional insured, any person or organization shown In the Schedule, but only with respect to liability for "bodily injury ", "property damage ", or "personal and advertis- Ing injury" caused, in whole or in part, by: a. Ongoing Operations (1) Your acts or omissions; or (2) The acts or omissions of those acting on your behalf; to the performance of yyoour ongoing opera- tions for that additional'insured; or b. Products - Completed Operations "Your work" performed for that additional insured and included in the "products- completed operations hazard", However, Paragraph 1. above is subject to the following: a. The insurance afforded to the additional insured only applies to the extent permit- ted by law; b. If coverage pi cured is requi meet, the it additional inst that which you or agreement at Insured; ant c. If the contract and the additi California Ci 2782.05, the additional ins which: IT CAREFULLY, ovided to the additional fin- ed by a contract or agree - surance provided to the ,ed will not be broader than are required by the contract o provide for such addition- it between agreement between you inalinsured is governed by I Code Section 2782 or insurance provided to the trod is the lesser of that (1) Is allowed for the satisfaction of a de- fence air i demnity obligation by Call- for nSa Ci it Code Section 2782 or 2782,05 f your sole liability; or (2) You are I required by contract or agreemen to provide for such addi- tional insu ed. We have no du to defend or indemnify the additional insure under this endorsement un- til a claim r "suit' is tendered to us. 0, Copyright, Stake Farm Mutual Automobw lawrancre Company, Includes copyrighted material of Insurance Services Office, Inc., with its f CONTINUED 2. Any Insurance provided to the additional in- sured shall only apply with respect to a claim made or a "suit" brought for damages for which you are provided coverage. 3. With respect to the Insurance afforded to the additional insured, the following is added to SECTION 11— LIMITS OF INSURANCE: If coverage provided to the additional insured is required by contract or agreement, the most we will pay on behalf of the additional insured will be the lesser of the amount of insurance: a. Required by the contract or agreement; or b. Available under the applicable Limits Of Insurance shown in the Declarations. This endorsement shall not increase the ap- Kcable Limits Of Insurance shown in the Declarations. 4. With respect to the insurance afforded to the additional insured, the following is added to Paragraph 3. Duties In The Event Of Occur- rence, Offense, Claim Or Suit of SECTION it — GENERAL CONDITIONS: The additional insured must: a. See to it that we are notified as soon as practicable of an "occurrence" or an of- fense which may result in a claim. To the extent possible, notice should include: (1) How, when and where the "occur- rence" or offense took place; (2) The names and addresses of any in- jured persons and witnesses; and OMP- 4786.1 (3) The or d b. Tender the ck claim or "suit' era who may available to th c. Agree to mail ance the ad( fence or dar provide cove) LIABILITY. 5. With respect to 1 ditlonal insured, TION 11 - -.LIAR Insurance of SE COMMON POLI a. This insuran seek contftt available to tl that the add cured under! b. Regardless you and the ance is exa whether prin any other be sured has N sured on oth There will be no this endorsement All other policy 4>, Copyright, state Farm Mutual Automobile Insurance c+ Includes copyrighted material of Insurance Services 01110e, Inc., cMP- 4789.1 Page 2 of 2 and location of any injury arising out of the "occur- ense and indemnity of any o us and to all other insur- have insurance potentially additional insured; and available any other insur- ional insured has for de- ages for which we would ae under SECTION 11 -- urance afforded the ad- )Ilowing replaces SEC - of Paragraph 7. Other N I AND SECTION II — is primary to and will not rn from any other insurance additional Insured, provided nal insured is a named h- :h other insurance. any agreement between 9ditional insured, this insur- over any other insurance y, excess, contingent or on 1 for which the additional in- i added as an additional in- policies. nd of premium in the event apply. 1007033 148011 09 -21 -2014