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Home My WebLink AboutKELLERT, VALERIEINSURANCE NOT REQUIRED WORK MAY WEED' CLERK OF EOf1NM TE,XCi "t x ,2010 6AA NAR Miguel A. Pulldo MAYOR PRO TEM Mlctelle Martinez COUNCILMEMBERS P. David Benevides Vicente Sanntlerdc Jose Bolado Sal Tinelero Juan Villages February 8, 2018 Valerie Kellett 3891 Wilcoxaon Drive Fairfax, VA 22031 CITY OF SANTA ANA PUBLIC WORKS AGENCY 20 CIAO Canter Plaza, M-38 a P.O. Bax 1988 Santa Ana, California 92702 mm.eanta-ena.cm Re: Budget Preparation Technical Services Dear Ms. Kellett: N-2018-047 CITY MANAGER Raul Godinez II CITY ATTORNEY Serge R. CarvaEto CLERK OF THE COUNCIL Marla D. Hulzar This letter shall be our Agreement regarding the provision of Budget Preparation Technical Services ("Services") to be provided by you C Consultant"), as an independent contractor to the City of Santa Ana ("City"), as more specifically described in Exhibit A. The tern of this Agreement shall be from January 19, 2018 through December 31, 2018. Consultant shall perform all Services under this Letter of Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California, and consistent with all applicable laws, rules and regulations. Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. City retains Consultant as an independent contractor and not as an employee. All additional personnel performing the Services shall also not be City employees and at all times shall be under the exclusive control and direction of Consultant. Compensation for the Services shall be based on the actual amount of time spent in adequately performing the Services, and shall be billed at the rate(s) described in Consultant's Proposal, attached as Exhibit A. However, unless expressly agreed in writing in advance by the City, the cost to the City for the Services shall not exceed $4,9%00, Invoices shall be submitted to the City monthly as performance of the Services progresses. Consultant shall provide, at City's request, documentation of all charges contained in any invoice(s). City shall review and pay the approved charges on such invoices in a timely manner. The City may terminate this Letter of Agreement at any time with or without cause. If the City finds it necessary to terminate this Letter of Agreement without cause, Consultant shall be paid in full for those Services completed to the City's satisfaction prior to the notification of termination. SANTA ANA CITY COUNCIL Miguel A. NOda Whole Meelnaz Vicente spen afro Jose $01060 P, aem6 BenaWda6 Juan Villages eel Tinejem Mayer MayOrPro Tem, Warb2 Word Wea/a Wed4 Wares Warde san�em,sam n6ma,6timzta38ax,ua•er,eara vearrnisgz@aama.an,i eMexA_^aalaa dbeaa,gpe�6aenroaae era Ivalaaea(asaOLWA.rea b{IIIAI&b®BNnFd.3a06N Letter Agreement — Valerie Kellert N-2018-047 February 8, 2018 Page 2 of 2 Consultant may terminate this Letter of Agreement for cause only, following a minimum of ten (10) days notice stating the basis for termination and providing an opportunity to cure. The Services to be performed by Consultant are intended solely for the benefit of the City. No person or entity not a signatory to this Letter of Agreement shall be entitled to rely on the Consultant's performance of its Services hereunder, and no right to assert a claim against the Consultant by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Letter of Agreement or the performance of the Consultant's Services hereunder, This Agreement may be amended only in writing signed by both parties, may not be assigned except with the City's prior consent, and shall be governed by the laws of the State of California. Venue for any dispute resolution shall be in Orange County, California. If you agree with the terms of this Letter of Agreement, please sign and return this agreement so that we may make the necessary arrangements for you to begin work. The enclosed copy of the agreement is for your records. If you have any questions regarding this Agreement, please contact Margaret Mercer, Administrative Services Manager, at (714) 647-5050. CITY OF SANTA ANA r Raul Oodinez Il City Manager NJin1 4�A� / Maria D. Huizar Clerk of Council RECOM NDED FOR APPROVAL to Pre4 Mousavipour Exelcutive Director, Public Works Agency SANTA ANA CITY COUNCIL CO ULTANT ,0 it/'to L l�rt Signature APPROVED AS TO FORM OCV. JOE M. Funic Assistant City Attorney woual A, auno. n,nenmo M.ronez w..m.$.Mama M. Wada PAarld 9ana4doo duan Wilma ad Rojera Moyor Mayer Pro Tem, Ward 2 Wardc Word WaM4 WeMO wow rgpN'tlef�sanle•ane oro mimarllnez anteennM vsermianm2aenla-ane oWllixoeefsanlaaneave gyporaasante wv EXHIBIT A Valerie Kellett TO Margaret Mercer 3891 Drive Administrative Services li Fairfaxx,,VA VA 22020 37 Oily of $ontn Ana -PWA ykellen®PLrOQ o t 20 Civic Center Plaza, M-21 714.878.503D Santa Ana, CA 92701 Date: '1/19/2018 „T TAL NOT TO EXCEED: Tills Is a quotation for the Services described above, To accept this quotation, sign here and IelYln:.__ .. _ • (/rte T ._ Thank you for your business/ Valeria L. Kollerl 3891 Wilcoxson Ddvo, Pinnas, VA 22031 Phone 714.878-0030 vkeilen t(Uomloak.00m $4,900,00 TO Margaret Mercer Administrative Services li Oily of $ontn Ana -PWA 20 Civic Center Plaza, M-21 Santa Ana, CA 92701 (7'14) 0475060 ,lob Payment Torms To provide technical assistance in preparing Microsoft Excel worksheote and budget documents for the City of Santa Due on recelpt of Ana Public Works Agency FY 18119 Budget process, invoice Description Unit Price Line Tolal TASK 1A Prepare all Excel spreadsheets, including data conversion of Lawson Reports, updating of all Pivot Tables, base dace Input end revisions (as needed), and Preparation of final budget document submittals, TASK 1S Prepare a step-by-step Budget Process Procedures Manual for using the programmed Excel workbooks, Deliverables Include a Draft Procedures Manual for review and approval by the PWA Financial Services Division, and a Final Procedures Manual [hal incorporates all requested edits and revisions. TASK 1- up to 100 are. $45.00 $4,500.00 TASK 2 Provide a brief [raining for Identified staff on the processes outlined in the Procedures Manual. This Task Includes up to 3 hours of additional phone consultation. TASK 2 - up to 10 hrs. $45,00 $450.00 „T TAL NOT TO EXCEED: Tills Is a quotation for the Services described above, To accept this quotation, sign here and IelYln:.__ .. _ • (/rte T ._ Thank you for your business/ Valeria L. Kollerl 3891 Wilcoxson Ddvo, Pinnas, VA 22031 Phone 714.878-0030 vkeilen t(Uomloak.00m $4,900,00