HomeMy WebLinkAboutLIEBERT CASSIDY WHITMORE 3 -2004
N-2004-035
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THIS AGREEMENT, made and entered into this I day of 3ò--V\
and between Liebert Cassidy Whitmore, a Professional Law Corporation, (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").
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STANDARD CONSULTANT AGREEMENT
, 2004 by
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
employee training in public employment law, process and procedures.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the perfonnance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services perfonned by Consultant under this
Agreement will be perfonned in compliance with such standards as may reasonably be
expected from a professional consulting finn in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
tenns and conditions hereinafter set forth, the parties agree as follows:
1.
SCOPE OF SERVICES
Consultant shall provide training in various aspects of public employment law, processes
and procedures as set forth in Exhibit A, attached hereto.
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 $2,000.00 during the term of this Agreement.
b. Payment by City shall be made within thirty (30) days following receipt of proper
invoice evidencing work perfonned, 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 tenninate on
December 31, 2004, unless tenninated earlier in accordance with Section 12, below. The tenn of
this Agreement may be extended upon a writing executed by the Executive Director of the
Personnel Services Agency and the City Attorney.
4.
INDEPENDENT CONTRACTOR
Consultant shall, during the entire tenn 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 perfonns 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.
s.
INSURANCE
Prior to undertaking perfonnance 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 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. Consultant shall supply City with a fully executed
additional insured endorsement in substantially the fonn attached hereto as Exhibit B upon
execution of this Agreement and shall be approved in form by the City Attorney.
b. Worker's Compensation Insurance. In accordance with the provisions of Section 3300
of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against
liability for worker's compensation or to undertake self-insurance. Prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain any
employer's liability insurance with limits not less than $1,000,000 per accident.
c. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i)
(ii)
Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
Certificates of insurance shall be furnished to the City upon execution
of this Agreement and shall be approved in form by the City Attorney.
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.
(iii)
2
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
tenninate this Agreement. Such tennination 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 hannless 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 tenns
of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold
hannless, 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 tenns 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 infonnation which due to the nature of such
infonnation is reasonably understood to be confidential and/or proprietary, Consultant agrees
that it shall not use or disclose such information except in the perfonnance of this Agreement,
and further agrees to exercise the same degree of care it uses to protect its own infonnation of
like importance, but in no event less than reasonable care. "Confidential Infonnation" shall
include all nonpublic infonnation. Confidential infonnation includes not only written
infonnation, but also infonnation transferred orally, visually, electronically, or by other means.
Confidential infonnation 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 infonnation 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 oflaw; or ( e) is independently developed by the Consultant without
reference to infonnation disclosed by the City.
3
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 perfonnance 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, California 92702-1988
telefacsimile (714) 647-6956
With courtesy copies to:
Executive Director
Personnel Services Agency
City of Santa Ana
20 Civic Center Plaza (M-24)
P.O. Box 1988
Santa Ana, California 92702-1988
telefacsimile (714) 647-6930
and,
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:
Liebert, Cassidy, Whitmore
A Professional Law Corporation
6033 West Century Blvd
Suite-6et'" 5'JÙ
Los Angeles, CA 90045
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
4
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 tenns of this Agreement and any attachments hereto, the
tenns ofthis Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the tenns 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 tennination.
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.
1/
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5
14.
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 ofthis Agreement
shall be detennined 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 pennits, 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 tenns 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.
6
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST: / ~
(2~~~)?fM
//PATRICIA E. HEALY'
/" Clerk of the Council
. OTV_: SANTA~NA).
( l-- ¥c- K-z=
DAVIDN. REAM/
City Manager
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
By: ~)' ~¡.y)t. .i¿¿$1
Laur heedy //
Assistant City Attorney (./"
RECOMMENDED FOR APPROVAL:
CONSULTANT
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EXHIBIT A
SCOPE OF SERVICES
Consultant shall provide the following services to City:
1.
Five (5) days of group training workshops covering such employment
relations subjects as management rights and obligations, negotiation
strategies, employment discrimination and affirmative action, employment
relations from the perspective of elected officials, performance evaluation
(administering evaluations), grievance and discipline administration for
supervisors and managers, planning for and responding to concerted job
actions, current court, administrative and legislative developments in
personnel administration and employment relations, etc., with the specific
subjects covered and length of individual workshop presentations to be
determined by City and other local agencies involved in the workshops.
2.
Consultant shall be available to City Personnel Agency for consultation by
telephone.
3.
Consultant shall provide a monthly newsletter regarding employment relations
developments.
8
LIEBERT CASSIDY WHITMORE
EMPLOYMEN-r LAw j EDUCATION LAw I LABOR RELATiONS I MANAGEMENT TRAINING
2004 Workshop Schedule
Oran e Coun
ERC
January 15, 2004 - "Discipline: Putting it Into Practice"
date: Thursday, January 15, 2004
time: 9:00 a.m. to 4:00 p.m.
location: Costa Mesa
audience: Supervisors and Managers
February 19, 2004 - "Managing the Marginal Employee"
date:
time:
location:
audience:
Thursday, February 19, 2004
9:00 a.m. to 12:00 p.m.
Costa Mesa
Supervisors and Managers
March 18, 2004 - "Use and Abuse of Absenteeism"
date:
time:
location:
audience:
Thursday, March 18, 2004
9:00 a.m. to 12:00 p.m.
Costa Mesa
Supervisors and Managers
April 15, 2004 - "Managing Overlapping Leave Laws and the Discipline Process"
date: Thursday, April 15, 2004
time: 9:00 a.m. to 4:00 p.m.
location: Costa Mesa
audience: Upper Level Management and Human Resources
Liebert Cassidy Whitmore
6033 W. Century Blvd., $te. 500 Los Angeles, CA 90045 (3lD} 981-2000 . 153 Townsend St., Suite 520, San francisco, CA 94107 (415) 5 12-3000
EXHIBIT B
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
# relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its
officers, employees, agents, volunteers and representatives are named as additional insureds
("additional insureds") with regard to liability and defense of suits arising from the operations
and uses perfonned by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses perfonned by or on
behalf of the named insured, such insurance as is afforded by this policy is primary and is not
additional to or contributing with any other insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separately to each insured against whom claim is made or
suit is brought except with respect to the company's limits of liability. The inclusion of any
person or organization as an insured shall not affect any right which such person or organization
would have as a claimant if not so included.
4. With respect to the additional insureds, this insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirty (30) days written notice has been
given to the Clerk of the Council, City of Santa Ana, 20 Civic Center Plaza, Santa Ana,
California 92701.
(Completion of the following, including countersignature, is required to make this endorsement
effective.)
Effective
Policy #
Issued to
, this endorsement form as a part of
Named Insured
Countersigned by
Authorized Representative
9
ISSUE DATE:
04-01-2004
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policies d~scribed herein is subject to all tl;te terms. excl~siQns andcond¡tion's.o~ 's"uch PQ¡'icies. '
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ENDORSEMENT #2065 ENTITLED CERTIFICATE IiOLOERS' N¡n;iC:;,E.,FFECTIVE O~C()I-2q,04 IS ATTÞ.-CHEDTO AND
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LIEBERT CASSIDY WHITMORE
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LOS~~.,GELES C,.A 90045.,
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CERTIFICATE OF LlABILII Y
+6262991010
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,A R . ''I '" t:. L:rESif-l--' 04/16/04
~ROÞUtER THIS CERTIFICATE IS ISSUED AS A MA11'ER OF INFORMATION
~arver Associates, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
641 W, Las Tuna.s Drivê HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
~ IIox 1509 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
San Gabriel CA 91776
Phone: 626-943-2200 Fax: 626-299-1010 INSURERS AFFORDING COVERAGE Np.lC# _-
INSUREO '- C~ar;.;,
I~SURER Po:. Westport In3u~ance ..-
INSU~EA 9: F1ÞUf1»1'1I FuP4 Inl:lunnl;<l' co.
Liebert: Cassidy WhiÙII.oJ:'e INSUReR c:
G..~ Connally --
603 w. Cent:~F.t Blvd., Ste.SOO INSURISR D:
Los Angeles CA 90045 ..
INSuRER. E:
COVERAGES
THE pOLlCIES'Of' IN$1JRANCe I.rSTED Bel.OW HAve ElEliN IssuED TO THE INSU~ED NAMiD ABove FOR THe POl,lCY PERIOD INDICAreÞ. NOTWI1"HSTANDING
Ar.JY REQUIReMENT, 1ë.AM OR CONDITION OF PN'f CONTRACT OR Of HER DoCuMENT W1Tì1 ~PECT"O WHICH THIS CERTIFICA'Te MAY BE ISSUED OR
MAY pERTAIN, THE INsuAANCEAFFORDED BY T¡.(E POUOU¡S CESC~!e.¡D I~EREIN !s SU6JECTTO AlL TH\! TERMS, exCLUSIONS AND CONDI110NS OF SUCH
POLICIes. AGGAEGATE LIMITS SHOWN MAY HAve BEEN R~DUCI!D BY P,AtD CLAIMS
~~ TYpEOFINSUfUI,NCE PO~NUMBER. 'ô'i,;, ¡1~ PAl'S MMID~~~ UMITS
¡..!..&N_RAL UAÐIUTY EACH OCCURRENCE .¡,OOO,OOO-
II X X COMMERCI,Ø.L Gf:NERAL LIABilITY AZC80688894 12/14/0:'1 12/14/04 PRËÏuÌ'SES(Ea~C~te' . 100 ,O°.!L--
¡ CLAIM$ MAlJE ŒJ DCCUR MED EXP lAnY DI'I& person) . 10,000
1- PER$ONAL &. MJV INJURY '1.000,000
'- GENERAl. AGGREGATe . 2,000",000 -'
M'LMG~Er~E LIMIT APñS PER: PROC\JCTS - COMPIOP AGG '2,000,000
POLicY ~:€;: Loe
~TOMOBllE UPoBIUTY COMÐINeO SINGL! LIMIT '1,000,000
iIl X '-- ANV AUTO AZC80688894 12/14/03 12/14/04 (Ea 'lœQcnt) ---
'-- AU. OWNED AUTos BODILY INJURY
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",NY AUTO OTHER THAN ~ .
AUTO ONI. Y: ^"" .
ð~MBREWA UABII.ITY EACH OCCURRENCE '2,000,000_-
B X X OCCUR 0 CLAIMS MADE AZC80688894 12/14/03 12/14/04 AGC;AEGA.TE .
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RETENTION . ,
wORKERS COMPENSAT10Ñ AND T,.O.VLIMn-šT IO~,\"
EMPLOYS:RS' UABrL.11'V
ANYP~OÞ~ETO~ARTNE~eXeCU~ &:.L fACt1 ACCIDENT .
OFF!CJ;RlMEMBe~ E){CLUDf;:O,? E.L DISEASE. EA EMPI.OVEI! Si
If~'I,~ritlð""'der
S ECIAl PROVISIONS bel!Qw E.L DISEASE. POLICY L,IMIT .
OTH~
A Lawy$rs l'rof. 1D$- LLF01004S-0 12/10/03 12/10/04 Per Cla.im 2,000,000
Aðareaate 2.000,000
CESCRIPTIQN OF OPEM,TIONS I LOCATIONS I VetUCl.ES' DeLUSIONS AO~ED BY eNOORSEMENT I SÞE.CIAL. PROVISIONS
*10 Day NOtice of Cance~lation for nOh-payment of premium. ~he Certificate
Holder :is naDled as an a(id.:i.tiona1 in~1..1red. a.s X'espl!!cts to the operations of
the Named insur~d under the Firemans Fund In~urance Co~anYr policy NUmtoer
ilAZc80688894.
CERTIFICATE HOLDER
CJ:TSA-1
CANCELLATION
SHOULD ANY OF THe ABOVe DESCRIBED !IOUCIE5 8E CANceLLED BIEF=ORe THE I:J(ÞIRA T1o~
DATE THEREOF, THE ISSUING INSURER WILL ENDEA\lOR TO MAIl. ~ DAYS WR.ITTEN
NanCE TO THE CEJmF~CATE HOlDiR \'lAMED TO THe~, eUT ~AILURE TO DO SO SHAl"l,.
IMPOSE NO. O1.IGAnON OR UABIUTY Olt ANY KIND uPON THE INSURER-ITS AG~TS Oft
REPFtes~ . s.
AI,ITHORIZEP Re;;
'j
@ACORD CORPORATION 1~8'
C1ty of Santa Ana
20 C~vic Cen~e. P~aza
P.O. BO:l< 1988
Santa Ana, C~ 92702
ACORD ~~ (2001/08)
. '
. AP~-1s-a4
02,50PM
FROW-N.rvI' A"DC.
+6262691010
N65
P,OOI/OOI
F-900
IMPORTANT
if the certificate holder Is an ADDITIONAL INSURED, the pOlicy(les) must be endorsed. A statement
on this certificate does not canf"r rights to the certificate holder in lieu of such endorsement(s),
If SUBROGATION IS WAIVED. subject to the terms end conditions of the policy, certain policies may
require an endorsement. A statement on this certificate does not confer rights to the certificate
holder in lieu of such endorsement(s).
DISCLAIMER
The Certificate of Insurance on the reven;e side of this form does not constitute a contract between
the issuing Insurer(s), authorized representative or producer, and the certificate holder, nor does It
affirmatively or negatively amend, extend or alter the coverage afforded by the POlicies listed thereon.
?fjJ3
ACORD 25 (2001/08)
Page 1 of 1
Jacquez-Nares, Patricia
From: Sheedy, Laura
Sent: Monday, March 20, 2006 11 :02 AM
To: Stikeleather, Jim
Cc: Jacquez-Nares, Patricia
Subject: Uebert, Cassidy & Whitmore
N- ;}..tXY!- 035
N - dDO L/ - 0:3 5- () /
tV ~ -;;AOO'-/- 035 - 0..1-
TJ- d--oo<l- 035- 0:3
HiJim
Due to the nature of the services provided by this Consultant, insurance should not be required.
Thank you
Laura
3/20/2006