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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. Page 1 of 6 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) Page 2 of 6 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 Page 3 of 6 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. Page 4 of 6 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 Page 5 of 6 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 INVAIM1101117 Z# NttFna� 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 = _