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HomeMy WebLinkAboutEPIC CAREER SERVICES 1-2003INSURANCE ON F[LE WORK MAY PROCEED A-2003-104 UNTIL INSURAN[;E EXPIR~ GLEI~K OF GOI)NOIL DAT£~ q-,P4-O£ AGREEMENT WITH EPIC CAREER SERVICES THIS AGREEMENT, made and entered into this 2nd day of June~ 2003, hy and between Epic Career Services, hereinafter referred to ~ "CONSULTANT", and the City o£ Santa Aha, a charter city and municipal corporation duiy organized and existing under the Constitution and laws o£ the State of Cali£omia, hereinafter referred to a~ "CITY". TERMS AND CONDITIONS 1. TIME PERIOD OF AGREEMENT This Agreement shall commence as of July 1, 2003 and all services to be performed pursuant to this Agreement shall be completed on or before June 30, 2004. The term of this Agreement may be extended by a writing executed by the Executive Director of the Community Development Agency and the City Attorney. 2. INDEPENDENT CONTRACTOR CONSULTANT agrees that CONSULTANT is an independent contractor and not an employee of CITY and all of CONSULTANT'S personnel shall be employees of CONSULTANT and not employees of the CITY. CONSULTANT shall pay all salaries and wages, employer's Social Security taxes, unemployment insurance and wages, and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. CONSULTANT shall not subcontract any of the services required hereunder without prior written approval of the CITY. 3. SCOPE OF SERVICES For and in consideration of the hereinafter stated payment by CITY to CONSULTANT, CONSULTANT agrees to perform, at its own cost and expense except for the compensation specified in this Agreement, the services specified in Exhibit A attached hereto and incorporated herein as Exhibit A to this Agreement. 4. CONSULTANT OBLIGATIONS A. CONSULTANT agrees to maintain such records and submit such reports, data and information, on the form and containing such information, at such times as CITY may request or require regarding the performance of CONSULTANT'S services or activities, costs or other data, including but not limited to, participants' attendance, payroll records and job duty statements. B. CITY, the State of California and the United States government and/or their representatives shall have access for purposes of monitoring, auditing and examining of CONSULTANT'S activities, performance, books, documents, papers, and records of CONSULTANT, subcontractors, bookkeepers and accountants, and employees and participants related to this Agreement. Such agencies or representatives shall also schedule on-site monitoring in their discretion. Monitoring activities may also include, but are not limited to, questioning employees and participants and entering any premises or onto any site in which any of the services or activities funded hereunder are conducted or in which any of the records of CONSULTANT are kept. Nothing herein shall be construed to require access to any privileged or confidential information as set forth in federal or state law. In the event CONSULTANT does not make the above-referenced documents available within the City of Santa Aha, California, CONSULTANT agrees to pay all necessary and reasonable expenses incurred by CITY in conducting any audit at the location where said records and books of account are maintained. All accounting records and evidence pertaining to all costs of CONSULTANT and all documents related to this Agreement shall be kept available at CONSULTANT'S office or place of business for the duration of this Agreement and thereafter for three (3) years after completion of an audit. Records which relate to (a) complaints, claims, administrative proceedings or litigation arising out of the performance of this Agreement, or (b) costs and expenses of this Agreement to which CITY, the State of California or the United States Government take exception, shall be retained beyond the three (3) years until resolution of disposition of such appeals, litigation, claims, or exceptions. C. Without prejudice to any other section of this Agreement, CONSULTANT shall, where applicable, maintain the confidential nature of information provided to it concerning participants in accordance with the requirements of federal and state law. Notwithstanding the foregoing, CONSULTANT agrees to submit to CITY, the State of California and/or the United States Government or their representatives, all records requested for administrative purposes, including audits, examinations, monitoring and verification of records submitted by CONSULTANT, costs incurred and services rendered hereunder. D. CONSULTANT agrees to expend all funds in accordance with all applicable federal, state and local laws and regulations. CONSULTANT also agrees to provide at CONSULTANT'S own expense supplies and other costs of said PROGRAM. E. CONSULTANT shall comply with the provisions of 48 CFR, Chapter 1, Parts 1-31.2, for commemial organizations and all other applicable federal statutes and executive orders and their implementing regulations. F. CONSULTANT shall comply with the provisions of E.O 12549 and 12689, requiring compliance with the debarment and suspension requirements contained in 29 CFR Part 98. G. CONSULTANT shall comply with the requirements of federal regulations found at 29 CFR 93 which provide that no appropriated funds may be expended by the recipient of a federal contract, grant, loan or cooperative agreement to pay any person for influencing or attempting to influence an officer or employee of any agency, member of Congress or an officer or employee of a member of Congress in connection with awarding of any federal contract, the making of any federal grant or loan, entering into any cooperative agreement and the extension, renewal, amendment or modification of any federal contract, grant, loan or cooperative agreement. CONSULTANT shall sign a certification to that effect in a form as set forth in "Exhibit B," attached hereto and by this reference incorporated herein. CONSULTANT shall submit said signed certification to CITY prior to performing any of its obligations under this Agreement and prior to any obligation arising on the part of CITY to pay any sums to CONSULTANT under the terms and conditions of this Agreement. 2 H. CONSULTANT agrees to provide a drug-free work place and to execute a certification as set forth in "Exhibit C" attached hereto and incorporated herein by this reference. I. CONSULTANT, in accordance with the Child Support Compliance Act, recognizes and acknowledges the importance of child and family support obligations and shall fully comply with all state and federal laws relating to child and family support enforcement, including, but not limited to: disclosure of information and compliance with earnings assignment orders, as provided in Chapter 8 (commencing with Section 5200) of Part 5 of Division 9 of the state Family Code; and, to the best of its knowledge is fully complying with the earnings assignment orders of all employees and is providing the names of all new employees to the New Employee Registry maintained by the California Employment Development Department (EDD). 5. APPLICABLE GUIDELINES A. The parties hereto agree that CONSULTANT shall comply with all applicable federal and state laws and regulations, including but not limited to the U.S. Department of Labor guidelines and regulations, including amendments or revisions made during the terms of this Agreement. Said applicable laws are hereby incorporated by reference and made as part of this Agreement as though fully set forth herein. B. CONSULTANT also assures and certifies that: 1, CONSULTANT shall comply with any mad all federal laws limiting the political activity of employees hired under this Agreement. 2. CONSULTANT shall provide the U.S. Department of Labor and the Controller General, by and through any authorized representative, as well as the Santa Ana Local Workforce Investment Area's Board, access to and the right to examine all records, books, papers or documents relating to the accounting and use of funds under this Agreement for a three-year period from and after the effective date of this Agreement. 3. No person with responsibilities in the operation of any program under the Welfare-to-Work grant shall discriminate with respect to any program participant or any application for participation in such program because of race, creed, color, national origin, sex, political affiliation or beliefs. 4. CONSULTANT shall maintain appropriate standards for health and safety in work and transportation situations. 5. CONSULTANT shall comply with general provisions, assurances, and certifications attached hereto as "Exhibit D" and incorporated herein. 6. Any literature distributed by CONSULTANT for the purpose of apprising businesses, participants, or the general public of its programs under this Agreement shall state that its programs are supported by the City of Santa Ana and the Santa Ana Workfome Investment Board, and shall state that the program is an "equal opportunity employer/program" and that "auxiliary aids and services are available upon request to individuals with disabilities." 7. CONSULTANT certifies that all property, finished or unfinished documents, data, studies and reports prepared or purchased by the CONSULTANT under this Agreement, will be disposed of in accordance with the direction of the CITY. In addition, any tools and/or equipment furnished to the CONSULTANT by the CITY and/or purchased by the CONSULTANT with funds pursuant to this Agreement, will be limited to use within the activities outlined in this agreement and will remain the property of the United States Government and/or CITY. Upon termination of this Agreement, CONSULTANT will immediately return such tools and/or equipment to the CITY or dispose of them in accordance with the direction of the CITY. 8. CONSULTANT certifies that this Agreement does not provide for the advancement or aid to any religious sect, church or creed, or sectarian purpose nor does it help to support or sustain any school, college, university, hospital or other institution controlled by any religious creed, church, or sectarian denomination, as specified by Article XVI, Section 5, of the Constitution of the State of California, regarding separation of church and state. 9. If the grant hereunder exceeds $100,000, CONSULTANT shall be in compliance with Section 306 of the Clean Air Act [(42 USC 1875(h)]; Section 508 of the Clean Water Act (33 USC 1368); Executive Order 11738 and Environmental Protection Agency ("EPA") regulations (40 CFR Part 15) as any may now exist or be hereaRer amended. Under these laws and regulations, the CONSULTANT assures that: (a) No facility to be utilized in the performance of the proposed grant has been listed on the EPA List of Violating Facilities; (b) It will notify CITY prior to award of the receipt of any communication from the Director, Office of Federal Activities, U.S. EPA, indicating that a facility to be utilized for the grant is under consideration to be listed on the EPA List of Violating Facilities; (c) It will notify the CITY and the EPA about any known violation of the above laws and regulations. 10. CONSULTANT may copyright any work that is subject to copyright and was developed, or for which ownership was purchased, under an award. The Federal awarding agency(ies) reserve a royalty-free, nonexclusive and irrevocable right to reproduce, publish, or otherwise use the work for Federal purposes, and to authorize others to do so. . l 1. CONSULTANT is subject to applicable regulations governing patents and inventions, including government-wide regulations issued by the Department of Commerce at 37 CFR part 401, "Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements." 6. COMPENSATION CITY agrees to pay, and CONSULTANT agrees to accept for said services, total compensation in the amount not to exceed Forty Five Thousand Six Hundred Dollars ($45,600.00) subject to the following terms: A. Workshops will be one week in duration, starting on Monday and ending on Friday. There must be at least five (5) attendees scheduled for each workshop; B. CONSULTANT will be contacted by CITY the Friday before the scheduled Monday workshop as to whether or not there are enough attendees in order to hold the workshop. If the workshop is cancelled on Friday due to failure to meet the required five person minimum, CONSULTANT shall bill for six (6) hours and shall be paid Five Hundred Seventy Dollars ($570.00); C. If the workshop is cancelled on Monday (the start date of the workshop), CONSULTANT shall bill for ten (10) hours and shall be paid Nine Hundred Fifty Dollars ($950.00) which is equal to half of her normal workshop fee; D. If the workshop is cancelled on Wednesday or later, CONSULTANT will bill for the entire week and shall be paid One Thousand Nine Hundred Dollars ($1900.00). CONSULTANT will submit a detailed invoice evidencing services performed. Final payment by the CITY shall be within 30 days following receipt of said invoice, subject to CITY accounting procedures. 7. MISCELLANEOUS PROVISIONS A. CONSULTANT covenants that it presently has no interest, and shall not have any interest, direct or indirect, which would conflict in any manner with the performance of services required hereunder. B. CONSULTANT certifies that it will not discriminate against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex or age, in compliance with Title VII of the Civil Rights Act of 1964 (P.L. 83-354) and Government Code 12900, et seq. C. 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. D. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 8. HOLD HARMLESS CLAUSE CONSULTANT agrees to indemnify, defend and hold harmless CITY, its officers, agents, employees, and volunteers from and against any and all loss or damage, and from any and all suits, actions and claims filed or brought by any person or persons arising out acts or omissions of CONSULTANT or of its approved subcontractor or of the officers, agents, employees of CONSULTANT or of its subcontractors in the performance of this Agreement. 9. INSURANCE CONSULTANT shall obtain and maintain for the entire term of this Agreement comprehensive general public liability insurance, in companies acceptable to the City, authorized to issue such insurance in the State of California. Said insurance shall consist of the following: a. Commercial General Liability Insurance. CONSULTANT shall maintain in full fome and effect, for the period covered by this Agreement, comprehensive general liability insurance. This comprehensive general liability insurance shall name the City, its officers, agents and employees 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 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. b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, if CONSULTANT has any employees it is required to be insured against liability for worker's compensation or to undertake self-insurance. CONSULTANT agrees to comply with such provisions before commencing the performance of the work under this Agreement. c. The following requirements apply to the insurance to be provided by CONSULTANT pursuant to paragraph a., above: 1. A certificate of insurance, to be approved in form by the City Attomey, shall be furnished to the City within 30 days of the execution of this Agreement. 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. d. 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. 10. TERMINATION This Agreement may be terminated by either party at its sole discretion, upon thirty (30) days written notice to the other party. Notice shall be deemed served on the date of mailing. However, CONSULTANT may not terminate this Agreement if undue hardship will result to any participant. 11. DISPUTES Except as otherwise provided in this Agreement, any dispute concerning any question arising under this Agreement shall be decided by CITY. In such a case CITY shall reduce its decision to writing and mail or otherwise finnish a copy thereof to CONSULTANT. The decision of the City shall be final and conclusive unless within thirty (30) calendar days from the mailing or delivery of such copy, CITY receives from CONSULTANT written request to appeal said decision. Procedures governing the appeal shall be prescribed by CITY and/or the State of California in accordance with the Act and all corresponding regulations and OMB circulars. Pending final disposition of 6 the appeal, CONSULTANT shall act in accordance with CITY's decision unless the dispute involves a change order. 12. BREACH - SANCTIONS If, through any cause, CONSULTANT violates any of the terms and conditions of this Agreement, and/or prior agreements whereby grant funds were received by CONSULTANT pursuant to this Agreement, or if CONSULTANT reports inaccurately or if any Audit Report makes disallowances, CONSULTANT shall promptly remedy its acts or omissions and/or repay CITY all amounts due CITY as a result of CONSULTANT's violation. For any such failures or violations, CITY shall also have the right at its sole discretion to either: (1) discontinue program support until such time as CONSULTANT fulfills its obligations or remedies all violations of this agreement or prior agreements; and/or (2) collect outstanding amounts as determined by CITY due CITY by offsetting or debiting from current claims or invoices, if after thirty (30) days' written notice CONSULTANT has failed to repay same or a repayment schedule has not been made; and/or (3) terminate this Agreement by giving written notice to CONSULTANT of such termination in accordance the notice provision in Paragraph XVIII herein below. 13. NOTICES All notices, reports and correspondence between the parties hereto respecting this agreement shall be in writing and deposited in the United States Mail, postage prepaid, addressed as follows: To City: Clerk of the Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Telefacsimile (714) 647-6956 With courtesy copy to: Santa Aha Work Center 1000 E. Santa Ana Blvd., #200 Santa ,ama, CA 92701 Telefacsimile (714) 565-2602 To Consultant: Epic Career Services 1261-J N. Lakeview Ave., Suite 717 Anaheim, CA 92807 Telefacsimile (714) 701-0505 1N WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Patricia E. H~aly Clerk of the Council CITY OF SANTA ANA, a municipal corporation of the State of California David N. Ream City Manager APPROVED AS TO FORM: Joseph W. Fletcher City Attorney EPIC CAREER SERVICES Lisa E. Storck Assistant City Attorney President Tax ID#/SS#: RECOMMENDED FOR APPROVAL: Jol~ P. Reekstin, Executive Director Cdmmunity Development Agency Exhibit A Executive Summary Epic Career Services, long expert in the design, adm/nistration and fiscal management of reemployment and outplacement programs will draw upon our years of experience and provide superlative workshop services to participants of the proposed program. What makes this proposal especially attractive is the flexibility of our workshops and the familiarity of our staff and successes to your office. Upon review, Santa Aha will surely recognize the programmatic--and fiscal--advantages of this proposal Epic Career Services proudly recognizes that Santa Ana provides much needed resources otherwise unavailable to a preponderance of our community's unemployed citizens. Epic especially welcomes the opportunity to advance the concept of job search preparedness and hopes to advance the very premise from which the Santa Aha WtW program was created. Specifically, Epic will endeavor to deliver workshops, as prescribed by the City of Santa Ana, with an 85% or better completion rate. This rate would run consistent with our past performance with other WtW programs. Together, Epic is confident that we will ensure that Santa Ana's vision will continue to be a successful reality in concerted service of the best interest of the program's participants. 2) Program Overview Epic Career Services has been successfully affording JTPADVIA agencies with workshops for nearly seven years. During that time we have also served and do currently serve the City of Santa Ana. As a sample of our experience, please consider that we have facilitated: · Over a three year period, workshops for approximately 200 participants for the City of Santa Ana · Over a two year period, workshops for more than 900 participants for the ROP Program · Over a seven year period, workshops for more than 1,500 participants for the City of Anaheim. To best understand the best practice approach Epic utilizes in the delivery of its employment and career transition services one must first consider the philosophy that has generated the curriculum and motivates the delivery of our services. Epic's own practices epitomize those techniques developed and sponsored by WlB/WtW. Our approach comes only after years of working with JTPA/WlA in the same capacity as is proposed under this RFP. Epic is the current service provider for Santa Aha. Job Search workshops must be unique and flexible to meet the clients' needs for job readiness. Job Search must be results orientated. Introducing the proposed workshops requires the teaching of"accountability." This accountability translates into job accountability and must start in the classroom setting. Clients will become intimate with the notion of self-sufficiency. This is achieved by achng immediately and creating urgency in j ob readiness and the j ob search process. It is Epic's goal to deliver services to a population that will ultimately become self-reliant and who are taught how to utilize available resources while they make wise decisions and take responsibility for their own future. Our workshops aim to produce clients whose self-esteem increases along with their ultimate employability. Clients understand and fear less the basis for talcing risks. To accomplish our mission, Epic targets the clients' strengths with positive language and active encouragement. By presenting, practicing, and applying requisite skills in the classroom setting, clients are enabled to become independent and able to continue utilizing the effective strategy and skills developed while a participant in our workshops. Our "deliverable" is the client's ultimate ability to draw upon the knowledge gained in our workshop today, tomorrow, and well in to the future. Tiffs deliverable empowers a participant to remain competitive as well as adaptable in our changing economy. Furthermore, it reduces the duplication of services over the long-term. If Santa Ana together with Epic continues to develop and to foster the desire to learn, clients will reap a life-long benefit. Job Search must be viewed as a process, not a product. Through our workshops, clients recognize the importance of learning by actually doing. In a sense, clients learn through a series of workshops that require "hands-on" their own lives, and their own futures. Epic's "Pro-Active" philosophy begins on the first minute of client contact. The "Partnership" between the client and Epic is tangible. Group participation during lectures fosters the sense of community and of team strength. Additionally, the sometimes-fragile individual regains a sense of worth as individual strengths are shared and affirmed in a peer setting. Workshops are by design interactive. Clients actively prepare for their job search. Hands on investigation of newspapers ads, conducting cold calls to employers for informational interviews, calling job lines, ali encourage and emphasize participation. These activities also foster individual ownership as well as team accountability. Role-playing within the classroom setting encourages and affirms, "learn by doing." Assignments that require time sensitive deadlines simulate "work tasks" and carry consequences as in a contemporary work setting. In the end, confidence and employability are heightened. Workshops must be educational and enjoyable. Attention must be given not mandated. Epic realizes this challenge and strives to create a non-intrusive yet professionally textured environment. We work with our clients, not at our clients. Epic will continue its present working relationship with WIB/WTW staff of open communication, immediate notification of client issues, completion of reports. Epic Career Services proposes the following workshops/seminars. As is our current practice, all workshops would be presented at the Santa Aha Center. Workshops are completed in one-half day (approximately 4 hours). Resume Preparation Purpose: To educate clients on the various resume styles; be unique in creating a resume for each clients/employers needs; facilitate the job search process while instilling ownership of the process. Clients will be trained by "Ieaming how to," rather than having the work "done by" Epic. Benefits: Workshop will create a client that understands the job search process of creating a representative document and all requisite steps in the process of accomplishing the creation of a resume. By practicing and applying the presented skills the client is empowered with a life-long skill. Being self-sufficient for preparing critical documents, like a resume, proves invaluable in all future career endeavors. Research Day Purpose: To instruct clients on the cast avenues to discern the current array of job opportunities. Workshop will expose clients to a wealth of sources, both traditional and emerging, explaining the prachcality of books, job lines, periodicals, lnternet and "networking." Benefits: Enable the client to do job search pro-actively. Clients will learn by doing these activities and assignments. Imparting life-long skill set to clients will provide for clients occupational well being over the long-term. Investigative as well as self-supportive traits are enhanced, as is the realization of self-sufficiency. Knowing Me--Knowing Them Purpose: To instruct the client in how to "know" by the exploration and investigation of the/r inner self; a personal understanding ofthemselves first enables them to understand what they bring to a prospective employer on personal strengths--very critical for dislocated workers; clients are prepared for the selling process; clients must also explore themselves for personal and professional satisfaction. Clients are also instructed in how to ascertain employer needs and match these needs with their own needs for fulfillment and enrichment. Clients are taught how to research job opportunities while identifying proper matches to their own sense of"needs." Benefits: Workshop enables the clients to become knowledgeable about self. Client focuses on goals and needs, differentiating between both and developing inventories of both. Clients thoroughly understand contemporary employers/labor market their desires, essential needs, best and worst case scenarios. Clients determine their personal strategy for creating a cohesive team with potential employers. Organizin~ and Getting Ready Purpose: To instruct the client in the importance of personal record keeping and follow-up as it pertains to the job search process; realizing that the first impression is made immediately on the phone prior to physical interaction; understanding how to navigate and maximize the first encounter; instructing clients on proper dress, attitude as clients are exposed to current corporate images. Benefits: Workshop enables the client to have preparation skills explained and integrated into job search strategy. Workshop teaches client importance of accuracy, attention to detail, and the utilization of follow-up technique. Role-playing and practice exercises build self-esteem, encourages clients to accent their strengths and motivates clients to become eager for successful job search. Making the Sale--Closing the Deal Purpose: Educate the client on the entire interview process; psychology of questions asked. Clients instructed in "active" interviewing and the pitfalls of passive encounters. Benefits: Workshop enables the client to gain confidence, and become self-assured in answering questions. Educate the client in the necessary but often unseen follow-up to employer encounters. The client will take a "real" role in the interviewing questions, not only in selling to the employer but also in the client's own sense of self-worth. Clients will be better prepared to meet the "peaks and valleys" of job search activities. Planting Seeds Workshop Purpose: Require clients to physically do job search activities while in "Job Search" at the Center. Encourages clients, under direct professional supervision, to motivate one another. Establishes a "team" environment. Creates a coordinated enthusiasm to succeed. Benefits: Workshop enables clients to see "sprouts" occur while still in-group classes. Produces win/win feeling for group members as they see one another succeed. Client success is realized because of pro-activity. Encourages, as if by contagion, other clients to also become active in job search. JSS Intake Assessments Purpose: To elicit information from the client, one-on-one, so as to explore and learn together the client's needs and desires for job search; remove any preconceptions of the contemporary labor market; counseling the client especially in the importance of transferable skills and delivering the reality of his/her place in the evolving job market. Benefits: Intake assessments bridge the gap between past experiences and future employment opporttmity. Assessments are conducted within the context of honest self-examination and realistic expectation. Epic establishes a partnership immediately with the client and case manager. Epic then assists the client in setting realistic goals and formulating a strategy for the achievement of these career goals. Mock Interviews Purpose: To provide a "safe" yet structured environment for the client to do a "practice" interview(s) before the actual employer interview. Benefits: Mock interviews construct an opportunity for the counselor to discuss all the "positions" and offer constructive suggestions for the improvement of a client's interviewing technique. Mock interviews are done as a learning experience-not to critique but rather encourage and emphasize all the strengths the client brings to the employer's table. 3) Staff/Organization Epic Career Services is entering its seventh year of operation. During that tenure, Epic has provided workshops to the Cities of Anaheim, Santa Ana, La Habra, Garden Grove, and the regional occupational program. Epic's entire staff will be available to the City of Santa Aha 40 hours each week. As the current workshop facilitator for Santa Ana, Epic is accustomed to and would continue to deliver ttaining at the City's selected venues. Letters of references are attached for the Committee's review. To best understand the qualifications of Epic Career Services it is important to become aquatinted with the expertise of its founder. Phyllis Talarico has long-standing experience in the job- readiness and career transition environment. Her individual qualifications and the qualification of her staff are as follows: Phyllis Talarico: Phyllis Talarico developed the Placement Department for Larson Training Centers, Inc., training provider for the City of Anaheim as well as seventeen other southern California SDAs. In the last year as Placement Director, Mrs. Talarico has serviced the employment needs of nearly one thousand clients, placing a remarkable 97% of all eligible clients in full-time positions, all well above entry level earning. It is, then, easy to see why the City of Anaheim, the City of Santa Ana, the Pr/vate Industry Aerospace Network, and the City of CarsordLomita/Torrance have all named Larson Training Centers "Service Provider of the Year." Mrs. Talarico wrote and implemented department policy, created and taught employability readiness curriculum, conducted seminars and professional development workshops specifically aimed at resume preparation, job search skills and strategy, career goal assessment and formulation, interview and negotiation technique, and career transition methodology. In her decade of experience, Mrs. Talarico has remained current on relevant and topical labor codes, created job descriptions, interfaced with an extraordinary array of employers, and utilized her reputation in the industry to better understand the direction of hiring trends across the southern California labor market. Her advice bas helped realize the often unattainable for a preponderance of her Title IIA, Title Ili, and injured worker client population. Mrs. Talarico is well regarded in the placement industry and her assistance has been actively sought by a variety of organizations and local agencies. Mrs. Talarico has volunteered her services for community job fair activities, employability workshops, and policy development bodies. She has presented her workshops on resume preparation, application strategy, interview techniques, and career goals development for the City of Carson/Lomita/Torrance PIC at their "Inspire to Hire Job Fair." Her work at this event received such positive community response from attendees that participants were literally hired on the spot from employers sitting in on the workshop presentations. Mrs. Talarico's work extends into other agencies too. She has been a volunteer to Job Developers in the City of Long Beach Career Transition Center, the Long Beach Shipyard, the Orange County PIC ("Balance"), the Santa Ana Work Center, and the City of Anaheim One-Stop Center. It is only fitting that Epic respond to the City of Santa Ana's current RFP as Epic is keenly aware of the City's WtW mission. She has served on the City of Anaheim's Job Development Steering Committee whose interest focus upon the oftentimes-elusive ethical considerations of job placement assistance. It is important to note Mrs. Talarico's other community activities. Understanding that superior placement services are the result of a full immersion into the serviced client and employer community, Mrs. Talar/co's involvement is increasingly extensive. She is regular workshop and seminar presenter to local high school students, encouraging students to continue their educational paths and explaining the reality of contemporary career opportunities. She has been a presenter before the Hispanic Chamber of Commerce. She is an active member of SCRE (Southern California Rehabilitation Exchange) where she educates vocational rehabilitation counselors on the art of job search and the recognition of client transferable skills. Sylvia Snedden: Sylvia Snedden comes to Epic with an AA degree in communications and over 13 years experience as a Bilingual Spanish job developer servicing a diverse population of socioeconomic cultures. The last five years Sylvia has specialized in working with the Welfare to Work population instructing career development workshops. The topics covered in the classes were: resume writing, interviewing techniques, investigating the hidden job market, application completion and mock interviews. References: David Guzman, Director of Special Services Santa Aha Community College (714) 564-6213. Chung Pham Asst. Director Saint Anselm's Episcopal Church (714) 537-0608. Kim Byme, Planner University of California Irvine (949) 824-I460. Cham Jane Serna: Chan Jane Sema comes to Epic with her AA degree in Business Administration and with over Ten years experience as a Bilingual Vietnamese job developer particularity servicing refugees in The Vietnamese Community and volunteering at St Anselm's Episcopal Church.. Cham Jane has specialized in working with Welfare to Work clients in counseling, conducting job preparation classes, matched job seekers with employers and arranged interviews. References: Dwayne Nordstrom Director World Relief/Greater Los Angeles (714) 636-6313. Hao Tran Employment Specialist/Santa Ana City (714) 565-2630. Vincent Vu Pham Pastor/New Life Fellowship (714) 558-8463. Ilda Esther Mendez: Ilda Esther Mendez comes to Epic with her MA in Studio Art, BA in Visual Arts and over eight years experience as a Bilingual-Bicultural Spanish instructor the last two years. Ilda has specialized in workfng with the Welfare to Work population as a Bilingual facilitator for Epic Career Services. The workshops consisted of job seeking skills, resume preparation, and mock interviews. References: Eileen Granowski Santa Ana Community College (714) 564-5202. Trish Burton Rancho Community College (714) 564-5520. Linda Garcia City of Anaheim (714) 765-4350. 4) Budget/Costs Epic Career Services will provide each of the above detailed workshops to the City of Santa Ana for $95 per hour. The price is inclusive of all program expenses and is regardless of workshop enrollment. Epic can accommodate multiple, monthly workshops. This price reflects a modest "COLA" increase, Epic's first price increase to Santa Ana since 1997. Below please find pursuant to the requirements of this RFP a detailed line item budget (monthly). Facilitator Salaries 1057.60 Rent 260.00 Utilities 50.00 Insurance 34.00 Telephone 50.00 Cellular Phone 45.00 Pager 10.00 Internet (subscription) 23.00 Office Equipment 0.00 Office Supplies 60.00 Printing 30.00 Administrative Expense-invoicing 50.00 Administrative Expense-bookkeeping 100.00 Automotive--mileage 50.40 Automotive--gasoline 80.00 Automotive--tolls 0.00 , TO~ALMON~HLYEXPENDTURE , : : $1~900.00 EXHIBIT B CERTIFICATION REGARDING LOBBYING CERTIFICATION FOR CONTRACTS, GRANTS, LOANS and COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: 1) No Federal appropriated funds have been paid or will be paid, by or 'on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an pfficer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contracts, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement. 2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan or cooperative agreement, the undersigned shall complete and submit Standard Form - LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions. 3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was pl~.ced when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by 31 U.S.C. 1352. Any person who fails to file the required certification shall be subject to a civil penalty cf not less than $10,000 and not more that t~lO0,O00 for each such failure. Epic Career Services Grantee/Contractor Organization WtW Funding Phyllis Talarico, President EXHIBIT C Certification Regarding Druq-Free Workplace Requirements The certification set out below is a material representation upon which reliance is placed by the U.S. Department of Housing and Urban Development in awarding the grant. If it is later determined that the contractor knowingly rendered a false certification, or otherwise violates the requirements of the Drug-Free Workplace Act, the U.S. Department of Housing and Urban Development, in addition to any other remedies available to the Federal Government, may take action authorized under the Drug-Free Workplace Act. CERTIFICATION A. The contractor certifies that it will provide a drug-free workplace by: (a) Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the contractor's workplace and specifying the actions that will be taken against employees for violation of such prohibition; (b) Establishing a drug-free awareness program to inform employees about - (1) (2) (3) (4) The dangers of drug abuse in the workplace; The contractor's policy of maintaining a drug-free workplace; Any available drug counseling, rehabilitation, and employee assistance program; and the penalties that may be imposed upon employees for drug abuse violations occurring in the workplace; (c) Making it a requirement that each employee who will be engaged in the performance of the grant be given a copy of the statement required by paragraph (a); (d) Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the contract, the employee will - (1) (2) Abide by the terms of the statement; and Notify the employer of any criminal drug statute conviction for a violation occurring in the workplace no later than five days after such conviction. (e) Notifying the U.S. Department of Housing and Urban Development within ten days after receiving notice under subparagraph (d)(2) from an employee or otherwise receiving actual notice of such conviction; Pg. 2 · (f) Taking one of the following actions, within 30 days of receiving notice under sub. paragraph (d)(2), with respect to any employee who is so convicted - (1) (2) Taking appropriate personnel action against such an employee, up to and including termination; or Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate agency; (g) Making a good faith effort to continue to maintain a drug-free workplace through implementation of paragraphs (a), (b), (c), (d), (e) and (f). The contractor shall insert in the space provided on the attached "Place of Performance" form the site(s) for the performance of work to be carried out with the grant funds (including street address, city, county, state, and zip code), the contractor further certifies that, if it is subsequently determined that additional sites will be used for the performance of work under the contract, it shall notify the U.S. Department of Housing and Urban Development immediately upon the decision to use such additional sites by submitting a revised "Place of Performance" form. Dated: rator Phyllis Talarico, President DIVISION OF EMPLOYMENT SERVICES PLACE OF PERFORMANCE FOR CERTIFICATION REGARDING DRUG-FREE WORKPLACE REQUIREMENTS Name: Phyllis Talarico Name of Contractor: Contractor Number: Date: Epic Career Services A2003-104 June 2, 2003 The Contractor shall insert in the space provided below the site(s) expected to be used for the performance of work under the contract convered by the certification: Place of Performance (include street address, city, county, state, zip code for each site): Santa Ana WORK Center 1000 E. Santa Aha Blvd. #200 Santa Ana, CA 92701 Exhibit D 'Contractor agrees that in addition to those agreements and obligations specified in the contract boiler plate, program narrative and statement of work, they will also adhere to and obey the following provisions, assurances, and certifications. ARTICLES 1) 2) 3) 4) Contractor assures and certifies that where applicable, classroom training instructors are properly credentialed, and training curriculums comply with State Education Codes. Contractor assures and certifies that any requested modification to this agreement must be submitted in writing, explaining requested changes and rationale. Contractor further assures that no modification will be implemented without prior written approval from the Santa Aha Local Workfome Investment Area's Board. Contract assures and certifies that they are in good standing with the California Secretary of State Franchise Tax Board and Internal Revenue Service. Contract agrees to co01~erate with any monitoring, inspection, audit, or investigations of activities related to this agreement as may be scheduled and conducted by the Santa Ana Local Workforce Investment Area's Board. MAR-05-2003 E9:54 I~T I Oi' RLPF.:OFEC S ! .3NC~_GRrUF' PRODUCER Natiorm] Professio~ Cr:'.cup , ' 7¥p~-OFiNiURA~CE 03101/04 $ 1,000, per 1,000, ~gresate CITY OF SANTA ANA 1000 E SA~NTA ANA BLVD,~ STE,200 SA~I'I'A A~A, C.~ 92701 .i AI~i"ROVED AS TO FORM r~ ra Sheedy / Deputy City Attorney TOTqL '~Tp, 02 ..... ADDITIONAL INSURED ENDORSEMENT THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Thi~ .endorsement modifies insuranoe provided under the following: PROFESSIONAL ANO SUPPLEMENTAL MABILITY 'WHO I$ AN INSURED Is emended zo include as an insured th= p~-rson or organiz~on ehowr~ in ~he sohedule below but only wi~h r~pect ~o Iiabi]i~ arising ou~ of: 2, Operations or pre~ses owned ~ or rented to you, but only to the e~en[ of llabRiW resulting from o~t~ce~ a~i~ing out of your negligence. Schedule Name of Additional I,sured (s~ (2£t~' ts_~ S~t:a A~ APPROVED AS TO FORM La tlr'~Sheedy Dcp.ty City &ttorney TOTRL P, Career Services 1261-J N. Lakeview Avenue Suite 717 Anaheim, CA 92807 City of Santa Aha 1000 E Santa Ana Blvd. Suite 200 Santa Ana, CA. 92701 March 5, 2003 To Whom It May Concern: Epic Career Services is presently conducting workshops for the City of Santa .Ana's Welfare to Work Project and has provided a copy of current certificate of insurance. I, Phyllis Talarico, personally certify to call and notify the City of Santa Ana regarding any change or cancellation immediately of policyg 021883. If there are any questions please contact my office or NPG Professional Liability at 1 800 253-5486. Thank you for your help in this matter. Sincerely; Phyllis Talarico Epic Career Services APPROVED AS TO FORM Deputy City Attorney Telephone (714) 695-1115 Fax (714) 695-1110 "Committed to Success in Placement Services"