HomeMy WebLinkAboutCV STRATEGIESINSURANCE NOT ON FILE N-2020-070
WORK MAY NOT PROCEED
CLERK OF COUNCIL
DATE:
AGREEMENT TO PROVIDE COMMUNICATIONS
W 6k, kt A;4 rty� AND PUBLIC RELATIONS SERVICES
THIS AGREEMENT is made and entered into this 1st day of March, 2020 by and between CV Strategies
("Consultant' ), and the City of Santa Ana, a charter city and municipal corporation organized and existing
-arnder the Constitution and laws of the State of California ("City")
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RECITALS
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A. The City desires to retain a Consultant having special skill and knowledge in the field of
N strategic communications and public relations services for the Public Works Agency.
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B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional contracting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the tasks and obligations including all labor, materials, tools, equipment,
and incidental customary work required to fully and adequately complete the services described and set
forth in Scope of Services — Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit A. The total sum to be
expended under the term of this Agreement shall not exceed $50,000.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need
not be made for work which fails to meet the standards of performance set forth in the
Recitals and Scope of Work, which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on February 28,
2021, unless terminated earlier in accordance with Section 17, below.
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4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section t6000, et seq., ("Prevailing Wage
Laws"), which require the payment of prevailing wage rates and the performance of other requirements
on "public works" and "maintenance" projects. If the services being performed are part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONSULTANT
Consultant shall, during the entire term of this Agreement, be construed to be an independent
contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided
in a manner consistent with all applicable standards and regulations governing such services. Consultant
shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar
taxes relating to employees and shall be responsible for all applicable withholding taxes.
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 Consultant
under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant 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
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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 Consultant'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, 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 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. Workers' Compensation Insurance. In accordance with the California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against liability for
workers' compensation or to undertake self-insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain
any employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant 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 claim with $2,000,000 in the aggregate.
C. The following requirements apply to the insurance to be provided by Consultant 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 cancelled or
reduced in coverage or changed in any other material aspect, by Consultant,
without thirty (30) days prior written notice to the City.
(iv) Consultant shall supply City with a fully executed additional insured endorsement.
If Consultant 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 forthwith
terminate this Agreement. Such termination shall not affect Consultant's right to be paid
for its time and materials expended prior to notification of termination. Consultant waives
the right to receive compensation and agrees to indemnify the City for any work performed
prior to approval of insurance by the City.
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8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, contractors, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Consultant 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 due by reason of the terms
of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs
for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding
any action by a third party challenging the validity of this Agreement, or asserting that personal injury,
damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises
by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to
the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
and employees against any and all liability, including costs, and attorney's fees, for infringement of any
United States' letters patent, trademark, or copyright contained in the work product or documents provided
by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City for
a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or
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disclose such information except in the performance of this Agreement, and further agrees to exercise the
same degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. "Confidential Information" shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no fault of the Consultant disclosed in a publicly available source; (e) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by
operation of law; or (e) is independently developed by the Consultant without reference to information
disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect,
which would conflict in any manner with performance of services specified under this Agreement.
13. 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: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: CV Strategies
73700 Dinah Shore Drive
Palm Desert, CA 92211
Attn: Erin Gilhuly
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
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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 timeframes, weekends, federal, state, County or City holidays
shall be excluded.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or
written, between the parties. In the event of a conflict between the terms of this Agreement and any
attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except
by written instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or
in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or agreements,
orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not
embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit
the City's ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other Consultants retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for
all services performed by Consultant prior to receipt of such notice of termination, subject to the following
conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work product
shall be the property of the City unless prohibited by law, and Consultant consents to the
City's use thereof for such purposes as the City deems appropriate.
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b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, 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. Consultant affirms that it is an equal
opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
19. 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 further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in
connection with or by reason of this Agreement.
20. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and
required by the laws and regulations of the United States, the State of California, the City of Santa Ana
and all other governmental agencies. Consultant shall notify the City immediately and in writing of its
inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability
shall be cause for termination of this Agreement.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held
by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
r/ � �*
1• Council
CITY OF SANTA ANA
Kristine Ridge
City Manager
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APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
By:
Joffn M. Funk
Assistant City Attorney
RECOMMENDED FOR APPROVAL
Kj
Nabil Saba, P.E.
Acting Executive Director
Public Works Agency
CONSULTANT
Name: Erin Gilhuly
Title: President
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EXHIBIT A
CVSTRATE GIES
PRECISION PER CEPTI]N
0 9 Strategic Counsel — CV Strategies provides JWi4 Community Meetings — CV Strategies provides
0-1 valuable insight on operations, communications and event support to increase community engagement
government relations. This high-level support will 4 ' and customer attendance.
help guide outreach and stakeholder -relations efforts. ........... ......... ..... _. _................................
.................................................................................. .
in Photography and Video Services — Given the
Legislative Support— We know local and regional importance of visual communication, CV Strategies
players. Working with staff to prepare legislative staffs both a photographer and videographer to
documents and research relevant policy will create and enhance images and video content that
help create an atmosphere for successful policy complement compelling written content to tell a
development and implementation. complete story.
....................................................................................................................................... I ...........................
..
KiMedia Relations —Staff members at CV Strategies �• Training— Focused sessions help staff and elected
have years of experience in newsrooms and with '. �1 officials hone in on skills that are foundational for
print media, as well as close relationships with local 'I agency communication efforts. We build employee
journalists. We understand how to develop press confidence and competence through training that
releases and media alerts that will stand above the includes role-play, practice, and guide materials for
rest and achieve results. ongoing support.
.....................................................................................................................................................................
NorCollateral Development — CV Strategies sees Surveys and Analysis — CV Strategies' pollsters
the value in creating compelling, engaging pieces will design and conduct large-scale surveys designed
that connect with customers. Our expertise yields to gauge the interest, knowledge and satisfaction
a professional product guided by the agency's among customers and stakeholders. The information
communications strategy and vision. is reviewed and analyzed to identify trends and
...................................................................... develop outreach recommendations.
EJDesign Services — From web to advertisements to """""""""".....
document design, CV Strategies' in-house design � Translation —Our skilled translator on staff can
team turns copy into dramatic visual storytellirg. quickly transform written content into Spanish, or
assist with community meetings by providing on -the -
fly translation services.
— Rates for Communications Services
—terms & Conditions
Hard costs incurred by CV Strategies will be billed to the client with a nominal service charge of 10% (not to exceed $250 per
item). This includes all anticipated hard costs such as printing, mailing, photography, video, advertising, etc. Required travel
mileage will be billed at the published IRS rate. Travel time is billed at half time. All services and hard costs will be billed
monthly.
/I►:�Rhl CERTIFICATE OF LIABILITY INSURANCE
03/2`4/20YYY'
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: Ifthe certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsementisi.
PRODUCER
INSURANCE SUPER STORE.NET
35-400 Bob Hope Dr. Suite 107
Rancho Mirage, CA 92270
OD28797
CON FACT
PHONE 760)770-2827 A'1 (760)770-0447
E-MgIL .B1 @insurancesuperstore.net
INBURERS AFFORDING COVERAGE
NAILt
iNsuRERA.USLI: AM Best "A++"
25895
INSURED CV STRATEGIES, INC.
73-700 Dinah Shore Unit 402
PALM DESERT, CA 92211
( ) -
INSURERS: HARTFORD: AM Best "A+n
30104
INSURERC
INSURER D:
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COVFRAh FR CFRTIRF.AT NI IAARFR
THIS IS TO CERTIFY THAT THE POLICIES OF INSU RANGE LISTED BELOW HAVE BEEN ISSUED TO THE IMESSED NAMED ABOVE FOR THE POLICY PERIOD V
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 CONDRIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED RYPAID CLAIMS.
LTR
TYPE OF INSURANCE
POi ICY NUMBER
POLCY EFF
POLICYEXP
LIMITS
X
COMMERCIAL GENERAL LIABILITYQGYY
CLAIMS -MADE Q OCCUR
EACH OCCURRENCE
$ 1 OOO OOO
IMI
PREMISES Ea occume
$ 50,000
MEDEXP (Anyoneperson)
$ 5 000
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CX 1554764
9/26/2019
/26/2020
PERSONAL 6 ADV INJURY
$
GENT AGGREGATE LIMIT APPLIES PER:
PRO-
JECTAGO ❑ LOC
GENERAL AGGREGATE
$ 2,000,000
PRODUCTS -
$
COMBINEDSNGLELIMIT
$ 1,000,000ANYAUTO
BODILY INJURY(Perpeon)
$
AAUTOS�ED
HOMOBILEUABILITY
ALL
AUTOS ULED
NON -OWNED
HIRED AUTOS X AUTOS
CX 1554764
9/26/2019
/26/2020
BODILY INJURY (Peraaltlenq
$
PROPERTY DAMAGE
$
8
A
UMBRELLA UAB
EXCESS LIAS
OCCUR
CI -AIMS -MADE
XL 1573038
6/lfi/2019
/16/2020
EACH OCCURRENCE
$ 2,000,000
X
AGGREGATE
$ I
WORKERS COMPENSATION
X I STEARTUTE T -
B
AND EMPLOYERS' LIABILITY
ANY PROPRIETORIPgNTNER/EXECUTIVE
OFFICERIMEMBE0. EXCLODE09 X
NIA
72 WEC DX2148
3/05/2D20
/05/2021
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE -EA EMPLOYEE
$ 11000,0
(Mandatory in NH)
SOtlescdbe under
Q SC O OF OPERATIONS belo
EL DISEASE Li M IT
3 1,0001000
Professional
$2,000,000 Occ
A
Errors and Omissions
CX 1554764
9/26/2019
9/26/2020
$2,000,000 Agg
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORO 101, AtltliGanal Remarks SCM1etlule,may to adachetlil mare space is required)
City of Santa Ana, its officers, emplo2ees, agents, volunteers and representatives are
named as additional insured.
Certificate of Insurance shall provide thirty (30) day prior written notice of
cancellation
CFRTiFICATF Hill IIPR 1 A11.1 I ATInu
City of Santa Ana
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Risk Management Division
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
20 Civic Center Plaza, 4th floor
ACCORDANCE WITH THE POLICY PROVISIONS,
Santa Ana, CA 92701
AUTHORIZED REPRE§ENTATIVE (�
01988-2014 ACOq"W yJP&AHyK ].
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD By RISk MANAGEMENT DIVISION
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