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INSURANCE ON FILE
UNTILPROCEED WC required if consultant N_2018-142
IlNTiL INSURANCE EXPIRES has employees.
CLERK OF COUNCI�II
DATE: �JiiL i 7 z
RECREATION SERVICES AGREEMENT
THIS AGREEMENT is arcade and entered into this 25111 day of June, 2098 by and
between 'Theresa Robertson ("Provider") and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laves of the State of California
("City").
RECITALS
A. The City desires to retain a recreation service provider having special skills, resources and
knowledge to provide Urban Ballroom Dancing / LJrban Contemporary I3allmotn classes in
its recreation class program.
B. Provider represents that she is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Provider represent.- that she is
knowledgeable in their field and that any services performed by Provider under this
Agiverdeat will be performed in compliance with such standards as may reasonably be
expected.
NOW THEREFORE, in consideration of the mutual anis respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Provider shall perforin those services as set forth in Exhibit A to this Agreement.
2. COMPENSATION
in consideration for the provision of the programs set forth in Exhibit A, City agrees to
pay the Provider seventy percent (70%) of all gross revenue received from program participants.
Total revenue to Provider shall not exceed $25,000.00 annually. Payment to Provider shall be
made monthly within thirty (30) days following completion of the last class taught by Provider
the prior month. City shall be responsible for collecting all fives from program participants.
Provider shall not collect fees ltut will refer all interested participants to City for registration
information. Provider agrees that City shall retain thirty perceta (30%) of. all .gross. -revenue+.
received from program participants as an administrative fee.
TERM
This Agreement shall commence on September 1, 2018 and end on June 30, 2014 unless
terminated earlier in accordance with Section 12 below. The term of this Agreement may be
extended by a writing executed by the City Manager and the City Attorney.
4. INDEPENDENT CONTRACTOR
Provider shall, during the entire tern 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 manner in which Provider performs
the services which are the subject matter of this Agreement; however, the services to be provided
by Provider shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Provider 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. Provider is not an agent, representative or
employee of City and Provider shall have no authority to act on behalf of the City.
S. INSURANCE
Prior to undertaking performance of work under this Agreement, Provider shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Provider shall maintain commercial general
liability insurance which 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 Provider's operations in the performance of
this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance
shall be not less than the following: single limit coverage applying to bodily and personal injury,
including death resulting therefrom, and property damage, in the total amount of $1,000,000 per
occurrence and $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 insured's provisions.
b. Worker's -Compensation Insurance.:In accordance with California State law, Provider,
if Provider has any employees, is required to be insured against liability for worker's
compensation or to undertake self-insurance. Prior to commencing the performance of the work
under this Agreement, Provider agrees to obtain and maintain any employer's liability insurance
with limits not less than $1,000,000 per accident.
e. The following requirements apply to the insurance to be provided by Provider pursuant
to this section:
i. Consultant shall maintain all insurance required above in full force and effect for
the entire period covered by this Agreement.
ii. Certificates of insurance shall be furnished to the City upon execution of this
Agreement and shall be approved 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. Where the amounts or coverage provided by the certificates of insurance provides
coverage greater than those listed by this Agreement, the amounts provided by the
certificates of insurance shall be incorporated by reference into the Agreement.
V. Consultant shall supply City with a fully executed additional insured endorsement.
d. If Provider fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to famish 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 this
Agreement. Such termination shall not affect Provider's right to be paid for its time and
materials expended prior to notification of termination. Provider waives the right to receive
compensation and agrees to indemnify the City for any work performed prior to approval of
insurance by the City.
6. INDEMNIFICATION
Provider 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 negligent operations of the Provider or its contractors, subcontractors, agents,
employees, or other persons acting on their behalf which relates to the services described in
section I of this Agreement; and (2) from any claim that personal injury, damages, just
compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects
arising from this Agreement, to the extent that the injury, damages, just compensation,
restitution, judicial or equitable relief is caused by the negligence of the Provider. 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.
City may make all reasonable decisions with respect to its representation in any legal proceeding.
In no case will Provider be required to indemnify or hold harmless the City from injury,
damages, just compensation, restitution, judicial or equitable relief caused by the negligence of
the City.
7. CONFLICT OF INTEREST
Provider covenants that it presently has no interests and shalt not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
8. LIVE SCAN BACKGROUND CHECK
Provider, and any employees, subcontractors or substitutes, in contact with minors under
eighteen (1.8) years of age shall arrange for and submit to a Live Scan electronic background
check for criminal history available through the California Department of Justice as a condition
of this Agreement and provide proof of compliance prior to performing services hereunder.
9. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in person or
mailed by first class or corti6cd marl, postage prepaid, of sent by fax or other telegraphic
communication in the manner provided is this Section, to the following persons:
To City: Clerk of the Council
City of Santa Ana
24 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax (714) 647-6956
With copy to::
Executive Director of Parks, Recreation and Community Services
City of Santa Ana
20 Civic Center Plaza (V-23)
P.O. Box 198
Santa Ana, California 92702
Fax (714) 571-4211
To Provider: Theresa Robertson
16889 Nichols Street, #D
Huntington Beach, CA
Coil: (714) 204-6486
lioneynm369ngmai l.corn
A party may change its address by giving notice in writing to the either 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.
10. EXCLOSIVI Y AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Provider regarding the subject matter herein; and supersedes any and all other agreements, oras
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 Provider. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the teens and conditions hereof, shall not
bind or obligate Provider 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.
11. ASSIGNMENT/SUBSTITUTES
a. Assignment. The experience, knowledge, capability and reputation of Provider were a
substantial inducement for City to enter into this Agreement. Therefore, Provider 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.
b. Substitutes. In the event Provider is not able to teach a class due to illness or some
other cause beyond Provider's reasonable control, Provider must procure, at its sole expense, a
qualified substitute instructor to teach the class at its regular time and place. Provider shall
ensure that substitute instructors are at least twenty-one (21) years of age and comply with the
City's insurance and live scan requirements contained herein. Evidence of compliance with
City's insurance and live scan requirements shall be provided upon request. Provider must
immediately notify the City of the substitute instructor's name, qualifications, address and phone
number. If Provider cannot procure a qualified substitute and the City is unable to assist in this
regard, then the class shall be canceled and a make-up class must be added to the session.
Provider must notify participants as soon as possible of any class cancellation and make-up class.
Provider must personally teach at least seventy-five percent (75%) of its offered classes.
12. TERMINATION
a. This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Provider shall be entitled to receive, and City shall pay Provider,
compensation for all services rendered prior to the effective date of termination.
b. Termination or cancellation of classes by the Provider outside of Section 1 I.b. must be
given to the City at least thirty (30) days prior to termination/cancellation. Failure to provide
adequate cancellation notice to the City may put firture contracting of business with the City at
risk and will result in the City's retention of ten (10%) percent of die final payment to Provider.
1.3. RECORDS
Provider shall use attendance sheets generated and supplied by the City to record
attendance in each class. Provider shall keep these and any other records in connection with the
work to be performed under this Agreement and shall permit City, upon request, to review such
records for a period of three (3) years from the date of final payment to Provider under this
Agreement.
14, NON-DISCRIMINATION
Provider 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 taw, in the recruitment, selection, teaching, training, utilization, promotion,
termination or other employment related activities or any services provided under this
Agreement. Provider affinns that it an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
IS. JURISDICTION—VENUE
This Agreement has been executed and delivered in the StateofCalifornia 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. Doth parties further
agree that Orange County, California, skull 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.
16. LICENSES
Provider shall, throughput 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.
17. SEVERABILITY
In the event that one or more of the phrases, sentences, clauses, paragraphs or sections
contained in this Agreement shall be declared invalid or unenforceable by valid judgment or
decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect
any of the remaining phrases, sentences, clauses, paragraphs or sections of this Agreennent,
which shall be interpreted to carry out the intent of the parties hereunder,
18. EXHIBIT$
All Exhibits referenced herein and attached hereto shall be incorporated as if filly set 'forth
in the body of this Agreement.
19. AUTHORITY
The person(s) executing this Agreement on behalf of theparties hereto warrant that they are
duly authorized to execute this Agreement on behalf of said parties and that by so executing this
Agreement, the parties hereto are formally bound to the provisions of this Agreement.
[signatures on next page]
N-2018-142
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
e�I'1,
ariaD.izar
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALIiO
City Attorney
By:
Laura A. Rossini
Senior Assistant City Attorney
Hatpn NUNez, v
IntefimExecutive Director of Parks,
IYcreation and Community Services
7
CITY OF SANTA ANA
qN
Raul Godinez II
City Manager
PROVIDER:
N-2018-142
Exbibit A
SCOPE OF SERVICES
A. Provider shall conduct Urban Ballroom Dancing 7 Urban Contemporary Ballroom classes
for ages 15 and up.
B. Provider shall teach such or similar classes (1) at the times below at facilities to be
designated by the City or (2) on a schedule agreed upon by the parties for each class
session or term, including the location, specific days and hours when classes will be held,
and holidays to be observed, in accordance with City's needs.
URBAN1AFRICANIJAZZ DANCE
In this class you will learn the basic steps to combination of African, Modem Jazz C
Ballroom Dancing, These rhythmic dance moves are an exciting way to stay ht, socialize
and get your groove on.
INSTRUCTOR: Theresa Robertson and Assistant
LOCATION: Southwest Senior Center, 2201 W McFadden Ave. Santa Ana, (714) 647-
5306
Urban/African/Jazz Dance class will consist monthly session of f class per day, I
per week, 2 hours, per day
C. Provider shall provide all materials, supplies, equipment, records and personnel.
Provider shall be responsible for clean-up of the facil'itie's and materials and shall ensure
the safety, and effectiveness of instruction.
I1'_ lnstrxctorwill have anassistant to assist during class time.
CLASS SIZE
A. Each class must have a rninimum of 2 paid students and no more than 35 students.
B, No registration will be accepted after the second meeting of classes,
C. If the minimum registration has not been reached by She second class, the class shall be
cancelled. Provider will be under no obligation to provide services for the cancelled
classes, and the City will have no further obligations to pay Provider compensation for
the remaining classes that were cancelled, in that session,
8
CLASS FEES
A. Each participant shall pay class registration fees as established by City.
S. Provider may not waive class participation/registration fees.
C. Only registered participants may participate in class.
D. Any refunds to participants will be made in accordance with City policy.
E. Any materials fee shall be established by mutual agreement of City and Provider and
shall be payable directly to Provider.
9
EVANSTON INSURANCE COMPANY
CERTIFICATE NO.: 2018-33
CERTIFICATE OF INSURANCE
SPECIAL EVENT LIABILITY PROGRAM
PRODUCER
PUBLIC ENTITY (ADDITIONAL INSURED)
Alliant Insurance Services, Inc. in conjunction with
Apex Insurance Services
P. O. Box 6450
Newport Beach, CA 92658
License No: OC 36861
NAMED INSURED (EVENT HOLDER):
EVENT INFORMATION:
Theresa Robertson -
TYPE: Dance
16889 Nichols Street #D
N-2018-142
DATE(S): _.02/05/18-12/31/18
Huntington Beach, CA 92647
LOCATION: Southwest Senior Center
*Liquor Liability Yes ❑ No
"Liquor Liabilit after 12 am ends before 2 am El
This is to certify, that the insurance policy listed below has been issued to the above insured named (event holder) for the policy
period indicated. The insurance described herein is subject to all the terms, exclusions and conditions of such policy(ies) unless
amended as described in Special Conditions.
INSURANCE CARRIER: Evanston Insurance Company
MASTER POLICY NUMBER: SEP41026
MASTER POLICY DATES: EFFECTIVE: JANUARY I, 2018 EXPIRATION: JANUARY 1, 2019
COMMERCIAL GENEIL\L LIABILITY
OCCURRENCE FORM
DEDUCTIBLE: NONE
General Aggregate Limit $ 2,000,000
Products & Completed Operations 1,000,000
SPECIAL CONDITIONS:
Personal & Advertising Injury 1,000,000
The following endorsements attached to
Each Occurrence Limit 1,000,000
Damage To Premises Retired 'to You (Any One Premises) 100,000
the Master Policy do not apply to this
Certificate Of Insurance
Medical Payments Any One Person) 5,000
MEGL643
Liquor Liability (If purchased) 1,000,000
Optional Limits Purchased
1:1 $1,000,0001$3,000,000
❑ $2,000,000152,000,000
Damage To Property (If purchased)
The limits of insurance apply separately to each event insured by this policy as if a separate policy of insurance has been issued fo f *6111.
OTHER ADDITIONAL INSUREDS .Sj
Kimberly Pugh
Gue�a 01
G
NS
CANCELLATIOShould the above described policy be cancelled Were the expiration date thereof, notice be deli a r!^i o dance with the policy
provisions. r
l
AUTHORIZED REPRESENTATIVE:
DATE ISSUED: January 5. 2017 by Stella Faiardo- REVISED 6/(3/18