HomeMy WebLinkAboutORANGE COUNTY'S CREDIT UNIONINSURANCE NOT REQUIRED N-2024-134
WORK MAY PROCEED
CITY CLERK
DATE: APR 19 2024
D N (SA (W) CITY OF SANTA ANA
(L La-4:0^"ir- PARTNERSHIP AGREEMENT WITH ORANGE COUNTY'S CREDIT UNION
FOR 2024 FOUNDATION LEVEL PARTNERSHIP
THIS PARTNERSHIP AGREEMENT is made and entered into this 25th day of March
2024 by and between Orange County's Credit Union., a California nonprofit corporation
("Partner"), and the City of Santa Ana, a charter city and municipal corporation organized and
existing under the Constitution and laws of the State of California ("City").
RECITALS
A. The City is producing multiple events throughout 2024 and desires to retain partners for
such City events.
B. Partner represents that it is able and willing to enter into a partnership for the Events.
C. In undertaking the performance of this Agreement, Partner represents that it is
knowledgeable in its field and that any activities conducted by Partner under this Agreement
will be performed in compliance with such standards as may reasonably be expected from a
professional firm in such 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:
PARTNER RESPONSIBILITIES AND BENEFITS
a. In exchange for the consideration specified in Section 3 below as well as Partner's
responsibilities at City events ("Events") as specified in Exhibit A, attached hereto and
incorporated by reference, Partner shall be entitled to the benefits at the Events as
described in Exhibit A.
b. Partner grants to City the right to use Partner's trademark(s), trade name(s), logo designs
and company descriptions as prepared and delivered to City by Partner in any medium of
advertising, marketing materials, and/or promotional goods distributed in conjunction
with the Event and in accordance with Partner's usage guidelines.
2. CITY RESPONSIBILITIES AND BENEFITS
In exchange for the responsibilities specified in Section 1 above and for the consideration
specified in Section 3 below, City shall be obligated to provide and perform the responsibilities
as described in Exhibit A.
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3. PARTNERSHIP CONSIDERATION
a. For its participation as a Partner for the Events, Partner shall pay to the City a partnership
fee of One Thousand Dollars and Zero Cents ($1,000) per Event for each Event identified
in Exhibit A.
b. The partnership fee is payable by Partner to City no later than two (2) weeks prior to each
Event identified in Exhibit A.
c. Partner shall not be entitled to the partnership benefits under this Agreement, or to
otherwise participate in the Events, if the partnership fee is not received before the Event.
4. TERM
This Agreement shall commence on the date stated above and continue through the day
after the date of the last Event, unless terminated as otherwise provided in this Agreement.
5. INDEPENDENT CONTRACTOR
Partner 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 Partner performs
the services which are the subject matter of this Agreement; however, the services to be provided
by Partner shall be provided in a manner consistent with all applicable standards and regulations
governing such services. Partner 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. LIABILITY RELEASE
Partner, its principals, officers, agents, employees, volunteers, subcontractors, and/or anyone
employed directly or indirectly by any of them who are present on City's property at the Events and are
conducting activities contemplated by this Agreement are required to provide a signed acknowledgement
of risk and liability waiver included as Exhibit B to this Agreement prior to participation in any Event.
INDEMNIFICATION
To the fullest extent permitted by law, Partner shall indemnify, defend and hold harmless
City, its officers, agents and employees (collectively, the "indemnified parties") from and against
any and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without limitation, attorney's fees,
disbursements and court costs) of every kind and nature whatsoever (individually, a claim;
collectively, "claims"), which may arise from or in any manner are related (directly or indirectly)
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to this Agreement or Partner's presence or activities at the Event (including the negligent and/or
willful acts, errors and/or omissions of Partner, its principals, officers, agents, employees,
vendors, suppliers, contractors, subcontractors, anyone employed directly or indirectly by any of
them or for whose acts they may be liable for any or all of them). Notwithstanding the foregoing,
nothing herein shall be construed to require Partner to indemnify the indemnified parties from
any claim arising from the sole negligence or willful misconduct of the indemnified parties. This
indemnity shall apply to all claims and liability regardless of whether any insurance policies are
applicable. The policy limits do not act as a limitation upon the amount of indemnification to be
provided by the Partner.
S. CONFIDENTIALITY
If Partner receives from the City information which due to the nature of such information
is reasonably understood to be confidential and/or proprietary, Partner 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 Partner
disclosed in a publicly available source; (c) is in rightful possession of the Partner without an
obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is
independently developed by the Partner without reference to information disclosed by the City.
9. CONFLICT OF INTEREST CLAUSE
Partner covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
10. 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 facsimile or other telegraphic
communication in the manner provided in this Section, to the following persons:
To City: City Cleric
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714-647-6956
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Copies to: Executive Director,
Parks, Recreation & Community Services Agency
City of Santa Ana
20 Civic Center Plaza (M-23)
Santa Ana, California 92702
To Partner: Orange County's Credit Union
Attn: Santiago Alva, Community Relations Coordinator
1701 E. Saint Andrew Place
Santa Ana, CA 92705
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.
11. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Partner 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
Partner. 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 Partner 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.
12. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Partner,
Partner 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 partners retained by City.
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13. CANCELLLATION OR TERMINATION
a. If, because of war, fire, strike, civil strife, government regulation, natural catastrophe,
an act of terrorism or public enemy, an act of God, or any reason beyond the reasonable control
of City, the Event or any part thereof is prevented from being held or is cancelled by City, City,
in its sole discretion, shall determine and refund to the Partner its proportionate share of the
balance of the aggregate partner fees received that remain after deducting expenses incurred by
City and reasonable compensation to City. In no case shall the amount of the refund to the
Partner exceed the amount of the fee paid. City reserves the right to cancel any portion of the
Event as it deems necessary and appropriate.
b. Cancellation by the Partner will be accepted only in writing. In the event of
cancellation by Partner, Partner will remain obligated for 100% of the partnership fee, and City
will retain the right to seek and retain an alternate partner in City's sole discretion.
14. NONDISCRIMINATION
Partner 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 any activities in connection with this Agreement. Partner
affirms that it is an equal opportunity employer and shall comply with all applicable federal, state
and local laws and regulations.
1.5. 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.
16. PROFESSIONAL LICENSES
Partner shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary 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. Partner 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.
17. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
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N-2024-134
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 Partnership Agreement the date
and year first above written.
ATTEST:
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By: _
'Briin-don Salvatierra
Deputy City Attorney
RECOMMENDED FOR APPROVAL:
Hawk Smrc IAnn J0�616 OB DDT
Hawk Scott
Executive Director of Parks,
Recreation and Community Services Agency
CITY OF SANTA ANA
Alvaro Nunez
Acting City Manager
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Name: Alejandro Hernandez
Title: Sr. Community and Mem
Pale 6 of 6
EXHIBIT A
Santa Ana
paa& "If RR da3
CITY OF SANTA ANA
Parks, Recreation, & Community Services Agency
2024 Per Event Foundation Level Partnership: Orange County's
Credit Union
Orange County's Credit Union (OCCU) will be providing a total of $3,000 to the City of Santa
Ana's Parks, Recreation, and Community Services Agency (PRCSA) as a Foundation Level
Partner to support three city-wide standard events. The allowable activations will provide
opportunities for city-wide community engagement, distribution of information, interactive
activities, and giveaways for participants.
A per event Foundation Level Partnership agreement streamlines participation in PRCSA events,
and outlines OCCU physical activations at the following city-wide standard events:
Santa Ana Fun Run
o Saturday, April 27, 2024
o Santa Ana Stadium & Civic Center
Mid -Autumn Festival
o Saturday, October 5, 2024
o Centennial Park
Plaza Navidena
o Saturday, November 23, 2024
o Plaza Calle Cuatro Park
OCCU responsibilities:
• Financial contributions of $1,000 per event to support each outlined event (Event)
above.
• Supplies and equipment for OCCU's booth with a footprint of 10'x10'.
• Supervision and staffing of designated space.
• Community engagement activity appropriate for the Event.
• Partner grants PRCSA the right to use Partner's trademark(s), trade name(s), logo
designs and company descriptions as prepared and delivered to City by Partner in any
medium of advertising, marketing materials, and/ or promotional goods distributed in
conjunction with the Event and in accordance with the Partner's usage guidelines.
• Two (2) days of early Santa Ana Fun Run bib pick-up hosted at Orange County's Credit
Union Ross Branch located at 856 N Ross St, Santa Ana, CA 92701, with free on -site
parking.
PRCSA responsibilities:
• Foundation Partner Level inclusions for Events outlined in overview
o Designated 10'x10' exhibitor space during the Event(s)
o Stage mention at Event(s)
o Day -of social media acknowledgment in form of a story on @santanaparks
o Social media acknowledgment in caption of recap Event post on
@santaanaparks
THE CITY OF SANTA ANA
20 Civic Center Plaza - 2nd Floor • Santa Ana. CA 92701
(714) 571-4200 • Web Site: www.santa-ana.org/departments/parks-recreation
EXHIBIT B
CITY OF SANTA ANA
RISK MANAGEMENT a division of HUMAN RESOURCES
Managing Risk Brougd PoOve Change
CITY OF SANTA ANA
Waiver and Liability Release Form 2024
Title of Event/Activity:
Event Date:
lescrintion of
NO EXCEPTIONS: Each participant must submitibring a signed original document, or sign in
person.
THIS IS A WAIVER OF YOUR LEGAL RIGHTS AND AN AGREEMENT NOT TO SUE.
In consideration for the City of Santa Ana allowing me or, if applicable, my minor child to voluntarily
participate in the above -named activity/event, I agree for myself and, if applicable, for my minor child
as follows (initial each section):
—I am aware that participation in the above -named activity may result in injury to myself or others,
including but not limited to, bodily injury, personal injury, death, disability, illness, property damage, or
loss (collectively, referred to as "Risk of Injury"), and that I am voluntarily participating in this activity
with the full knowledge of the Risk of Injury.
I hereby accept responsibility for any and all Risk of Injury on behalf of myself, my minor child (if
applicable), my spouse, my heirs, executors, administrators, representatives and assigns, or, if
applicable, the heirs, executors, administrators, representatives and assigns of my minor child, and
anyone who might claim on my behalf, and, if applicable, on behalf of my minor child, and on all such
behalves.
—1 do hereby release and forever discharge, defend, indemnify and hold harmless City of Santa Ana,
and their respective officials, officers, agents, volunteers, contractors, or employees (collectively, the
"Released Parties") from any liability for any and all claims, demands, causes of action, damages,
judgments, costs or expenses, including attorneys' fees and other litigation costs, which may in any
way result from, or in any way arise out of, participation in the above named activity.
I understand that this release and waiver extends to all claims of every kind or nature whatsoever,
either in law or in equity, foreseen or unforeseen, known or unknown, which arise or may hereafter
arise from my or, if applicable, my minor child's participation in the above named activity and that this
release and waiver discharges the Released Parties from any liability or claim that I or, if applicable,
my minor child may have against the Released Parties, or any of them, with respect to any Risk of
Injury that may result from my, or, if applicable, my minor child's participation in the above -named
activity, whether caused by the negligence of the Released Parties, or their respective officials,
officers, agents, volunteers, contractors, or employees.
—1 agree to observe and obey all rules and warnings, and further agree to follow instructions or
directions given by the employees, representatives, or agents of the City of Santa Ana.
Waiver and Liability Release Form 2023 Bu sed 3/22/2024
I do hereby release and forever discharge the Released Parties from any claim whatsoever which
arises or may hereafter arise on account of any first aid, treatment, or service rendered in connection
with my or, if applicable, my minor child's participation in the above named activity or with the
decision by any representative or agent of the Released Parties, or any of them, to exercise the
power to consent to medical or dental treatment as such power may be granted by me for my minor
child.
I acknowledge the contagious nature of the Coronavirus/COVID-19 and that the CDC and many other
public health authorities still recommend practicing social distancing. I further acknowledge that City
of Santa Ana has put in place preventative measures to reduce the spread of the
Coronavirus/COVID-19, and that City of Santa Ana cannot guarantee that I will not become infected
with the Coronavirus/Covid-19.
_I understand that this release discharges City of Santa Ana from any liability or claim that I, my heirs,
or any personal representatives may have against the City of Santa Ana with respect to any bodily
injury, illness, death, medical treatment, or property damage that may arise from, or in connection to,
any activities/events at City of Santa Ana.
I HAVE READ, UNDERSTAND AND VOLUNTARILY AGREE TO THIS RELEASE OF LIABILITY
AND WAIVER. I FURTHER AGREE THAT NO ORAL STATEMENTS, REPRESENTATIONS OR
INDUCEMENTS, APART FROM THIS RELEASE AND WAIVER, HAVE BEEN MADE TO ME TO
OBTAIN MY CONSENT.
Participant Name (please print) Participant Signature
Date
IF PARTICIPANT IS UNDER 18, THE SIGNATURE OF AGREEMENT BY A PARENT OR LEGAL
GUARDIAN IS ALSO REQUIRED, AND SUCH PERSON FURTHER AGREES, PURSUANT TO
THIS TWO -PAGE RELEASE OF LIABILITY AND WAIVER, TO RELEASE AND INDEMNIFY THE
CITY FOR ANY INJURY OR DEATH TO, OR ANY CLAIM BY OR ON BEHALF OF, SUCH MINOR
CHILD.
Parent/Guardian Name (please
print)
Parent/Guardian
Date
Waiver and Liability Release Form 2023 2 1 = _