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Home My WebLink AboutASH & ASSOCIATES 4 - 2003City of Santa Ana i Clerk of the Council AGREEMENT TERMINATION FORM Please complete this form when the attached agreement and all amendments (if any) are no longer in effect. Return form to the Clerk of the Council Office (M -30). Call 647 -6520 if you have any questions. The agreement with )45t , � 455ac i No. �7 wi - p�3 -aa was completed on (List all amendments. Use space below if needed.) W M3 -613 (COM) - 0- 200b -013 -01 � 2oos CITY C- QA.;`)T CLIERK OF ,-MIN )0j?7-/Z.co3 and final payment has been made. Department: Pl7Q?`5 Phone /Ext.: / ) Signature: Date: ��1� 45�M1. INSURANCE ON FILE o � � c �,< J `,� �..� /�� , -1 WORK MAY _ _ PROCEED , CLERK OF COU CIL DATE- ;� �1 03 CONSULTANT AGREEMENT N-2003 -073 C3 THIS AGREEMENT, made and entered into this day of Ju��►, 2003 by and between Ash and Associates, a California sole proprietor hereinafter "Consultant "), 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 (hereinafter "City "). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of organizational consulting, management/supervisor /employee training. 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 consulting 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 those services as set forth in Exhibit A to this Agreement. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit A. The total sum to be expended under this Agreement, shall not exceed $1,000.00 during the term of this Agreement. b. Payment by City shall be made within thirty (30) 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 which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on December 31, 2003 unless terminated earlier in accordance with Section 12, below. The term of this Agreement may be extended upon a writing executed by the Chief of Police and the City Attorney. 4. INDEPENDENT CONTRACTOR 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. 5. 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 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 performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limited coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of as previously approved and on file with City. b. 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 in form by the City Attorney. (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. c. 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 effect 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. 6. INDEMNIFICATION Consultant agrees to and shall indemnify 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 health, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, 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. 7. 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 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; (c) 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. 8. CONFLICT OF INTEREST CLAUSE Consultant 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. 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 certified mail, postage prepaid, or sent by telefacsimile 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 (714) 647 -6956 (telefacsimile) With courtesy copies to: and, Police Department City of Santa Ana 20 Civic Center Plaza (M -97) Santa Ana, California 92702 telefacsimile (714) 245 -8007 City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647 -6515 To Consultant: Ash and Associates 13361 Prospect Avenue Santa Ana, CA 92705 (714) 564 -4620 (714) 505 -8718 (telefacsimile) Attn: Robert Ash A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, any notice, tender, demand, delivery, or other 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 telefacsimile, any notice, tender, demand, delivery, or other 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. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, 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, that terms and conditions hereof, shall not bind or obligate Consultant nor 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. 11. 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. 12. 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. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. DISCRIMINATION Consultant 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. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. JURISDICTION - VENUE This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be governed and construed in accordance with the laws of the State of California. 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. 15. 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 her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow 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. ATTEST: PATRICIA E. HEALY Clerk of the Council APPROVED AS TO FORM: JOSEPH W.FLETCHER City Attorney By,L Laura Sheedy Assistant City Attorney CITY OF SANTA ANA r- D VID N. AM City Manager 06/03/2003 13:55 7142458606 SANTA ANA PD nay H2 03 02 :36p Bob dish Ash and Associat May 22, 2003 714 5050710 Orpoizatiooal Consulting ■ Managewent/Supervisor /Employee Training City of Santa Aria Police Department Ms_ Anita Barrett, Records Manager Dear Anita, PAGE 02/05 Pursuant to our conversation, I propose to present a tree -hour training seminar entitled "Teams Building" to your employees on June 18, 2003, from 8:30 a.m. to 11:30 a.ra at your facility. Unclosed is the seminar outline, a copy of my Insurance Certificate from the City of Santa lwa and a bio. My fee is $175.00 per hour. I will -need a white board and/or two flip charts_ If possible, I could use an overhead transparency projector. I will rmil the handouts for you to duplicate and distribute to the employees. I loop forward to meeting you and presenting an informfive and fora semuaar to your Team. If you have any questions, please call me. %T,A,/go vvHRT P 133611 >Prospeel Ave. ■ Santa Ana, CA 92705 (714) 5644620 u (714) 505 -7988 r WAIF (714)5(M,-8718 1*. 2 06 #(03/2003 13:55 7142458606 SANTA ANA PD PAGE 03/05 Mn�j 22 03 02:36p Bob Ash 714 5050716 11 p.3 City of Santa .A,na Police Department June 18, 2003 Team Building 1. Difference between a group and a team A. Formal group relationships - authority, responsibility, accountability B. InfomiW group relationships - status, politics, power C- Group eharacterisdcs - cohesiveness, noxnis, roles, conflict, leadership I Team Building Phases A. Fomring, stop ioarg $. Norming, peiformbS, adjourning 3. Team Building Touls A. Place O& procesq B. Synergy C. Good communications D. Motivation process and behavior process E. Situational leadership F. Trust aW respect G, Fun 4. Summary Robert J. Ash Professor/Training Consultant (714) 564 -4620 - OMCe (714) 105 -7988 - Home �EVANSTON INSURANCE COMPANY CERTIFICATE NO.: CERTIFICATE OF INSURANCE SPECIAL EVENT LIABILITY PROGRAM �1 d'd() 1--').,Q 1) PRODUCER PUBLIC IRS= (ADDITIONAL INSURED) Driver Alliant Insurance Services City of Santa Ana P. O. Box 28323 20 Civic Center Plaza, M -28 Santa Ana, CA 92799 -8323 Santa Ana, CA 92701 (949) 660 -8163 License No: OC 36861 NAMED INSURED (EVENT HOLDER): EVENT INFORMATION: TYPE: Instructional — Self Improvemen Robert J. Ash DATE(S): Marc December 31, Z 3 13361 Prospect Avenue LOCATION: City Hall, Santa Ana Santa Ana, CA 92705 This is to certify that the policies of insurance listed below have been issued to the insured named above for the policy period indicated Notwithstanding any requirements, terms or conditions 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 conditions of such policies. Limits shown may have been reduced by paid claims. INSURANCE CARRIER: Evanston Insurance Company MASTER POLICY NUMBER: 02SEPI000001 MASTER POLICY DATES: EFFECTIVE: JANUARY 1, 2003 EXPIRATION: JANUARY 1, 2004 COMMERCIAL GENERAL LIABIl M OCCURRENCE FORM DEDucnBLE NONE General Aggregate limit S 1,000,000 Products & Comocted Operations 1,000,000 Personal & Advertising 14ury 1,000,000 Each Occurrence Limit 1,0001000 Fire Damage (Any One Fire) 50,000 Medical Payments (Any One Person) 5,000 The limits of insurance apply separately to each event insured by this policy as ifs separate policy of insurance has been issued for that event. "Who is bLwred" is amended to include, as an insured, the person or orgaaization shown in this schedule, but only with respect to liability arising out of the ownership, maintenance or use of the premises used by the named inured (event holder). This insurance does not apply to: Any "occurrence" which takes place after the event holder ceases to be a tenant in that pt Wises. OTHER ADDITIONAL INSUREDS CANCELLATION: Should the above desedbad policy to cancelled before the expiration date thereof, the issuing company will mail 30 days written notice to the certificate bolder and additional insureds listed. AUTHORIZED REPRESENTATIVE: DATE ISSUED: 3/25/03 s _ .'� ? O FORM