HomeMy WebLinkAboutLOPEZ, CANDELARIO 1c z ®pS
AGREEMENT TERMINATION
Please complete this form when the attached agreement is no longer in effect.
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Return form to the Sr. Deputy Clerk of the Council (M -30). Call 647 -5238 i p v any
questions.
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The agreement with ( (� Q� No N dZOCS -00 7
was completed on I (3J L Os and final payment has been made.
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Signature: 1
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Date: to 114
City of Santa Ana
Revised 8 -7 -03 Clerk of the Council
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WORK Mill' NQ:L PEOCtE.D
CLERK OF COUNCIL
DATE 2-.2 -oS
N-2005-007
CONSULTANT AGREEMENT
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THIS AGREEMENT made and entered into this \ l. day of January, 2005 by and
between Candelario Lopez, an individual (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
bicycle maintenance and safety to teach in the City's leisure class program.
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 $10,000.00 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, 2005, unless terminated earlier in accordance with Section 12, below. The term of
this Agreement may be extended upon a writing executed by the Executive Director of Parks,
Recreation and Community Services 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 re uire its subcontractors, if any, to obtain and maintain insurance as
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N rr:.J a. Com ercial General Liability Insurance. Consultant shall maintain cornmercial
general1iabili 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$I,OOO,OOO per occurrence. Consultant shall supply City with a fully executed
additional insured endorsement in substantially the form attached hereto as Exhibit B upon
execution of this Agreement and shall be approved in form by the City Attorney.
b. Reserved
c. 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.
d. 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.
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(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.
e. 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 oftermination. 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 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. 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 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.
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.
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9. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shaJl 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
telefacsimile (714) 647-6956
With courtesy copy to:
Executive Director of Parks, Recreation and Community Services
City of Santa Ana
20 Civic Center Plaza (M-23)
P.O. Box 1988
Santa Ana, California 92702
te1efacsimile (714) 571-4235
To Consultant:
Candelario Lopez
1380 Village Way #Dl02
Costa Mesa, California 92626
telefacsimile (714) 842-8525
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 te1efacsimile, 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
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agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, the terms and conditions hereof, shall not bind or obligate 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 ofthe 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.
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 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 ofthis 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 its inability to obtain or maintain such permits, licenses, approvals,
waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
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16. MISCELLANEOUS PROVISIONS
a. 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:
CITY OF SANTA ANA
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PATRICIA E. HEALY
Clerk of the Council
~
AVIDN. REAM
City Manager
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
By:
La ra Sheedy
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
, '
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CONSUL .NT
CANDEUIjRIO LOPEZ
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EXHIBIT A
SCOPE OF SERVICES
Consultant shall teach bicycle maintenance and safety classes for youth ages 16 and older and
adults as follows:
. The two hour classes will be taught in both English and Espanol.
. The classes will be held at the Southwest Senior Center and the Santiago Lawn Bowling
Club HOuse at a date and time to be agreed between Consultant and City. Consultant
may adjust the schedule, based on the availability of rooms in the City's facility and
holidays scheduled by Consultant.
. Each class shall have a minimum of 8 and a maximum of 20, registered and paid
participants.
. If the minimum registration has not been reached by the first class, the class may be
cancelled by mutual agreement of Consultant and City, with no compensation owed
Consultant for any cancelled class session.
FEES
. Each participant in the class shall pay a $15.00 class registration fee per session.
. No refunds will be made to participants after the first class unless the class is cancelled
by the Parks, Recreation and Community Services Agency.
. City shall collect registration fees from each participant. Consultant shall refer interested
students to City for registration.
. Consultant shall receive seventy percent (70%) of total fees collected for the classes
within fifteen (15) working days after completion of each class session. City shall retain
thirty percent (30%) of the fees collected.
. Consultant agrees that City shall be entitled to audit Consultant's records and classes to
ensure compliance with this Agreement and that all participants are registered.
. Consultant may not waive class participation/registration fees.
. City shall prepare class rosters and provide a copy to Consultant. Only registered
participants, listed on roster, may participate in class.
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EXHIBIT B
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ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
I~ance Company
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This endorsement modi
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s such insurance as is afforded by the provisions of Policy
elating to the following:
1. The City of S ta Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its
officers, employees, agents, vo teers and representatives are named as additional insureds
("additional insureds") with reg to liability and defense of suits arising from the operations
and uses performed by or on behal of the named insured.
2. With respect to claims ising out of the operations and uses performed by or on
behalf of the named insured, such insur ce as is afforded by this policy is primary and is not
additional to or contributing with any oth insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separate1 to each insured against whom claim is made or
suit is brought except with respect to the compan 's limits of liability. The inclusion of any
person or organization as an insured shall not affe any right which such person or organization
would have as a claimant if not so included.
4. With respect to the additional insureds, t . s insurance shall not be cancelled, or
materially reduced in coverage or limits except after thirt (30) days written notice has been
given to the City of Santa Ana, 20 Civic Center Plaza, San Ana, California 92701.
(Completion of the following, including countersignature, is r fluired to make this endorsement
effective.)
Effective
Policy #
Issued to
, this endorse ent form as a part of
Named Insured
Countersigned by
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EVANSTON INSURANCE COMPANY
CERTIFICATE NO.:
CERTIFICATE OF INSURANCE
EXCLUDES COVERAGE FOR NOMINEE EVENTS. SEE SEPARATE APPLICATIONS FOR NOMINEE EVENTS.
SPECIAL EVENT LIABILITY PROGRAM
PRODUCER: PUBUC ENTITY (ADDITIONAL INSURED)
Driver Allilljlt Insurance Services Cay 0 n San-ta. Ana
P. O. Box 28323 20 C~v~e Cent~ Plaza, M-28
Santa Ana, CA 92799-8323 San-ta. AM, CA 92701
(949) 660-8163
License No: OC 36861
NAMED INSURED (EVENT HOLDER): EVENT INFORMATION:
CaYlde.i.aJU.o Lopez N -'?'005 -00'1 TYPE: r Y/.6Vtu.c;UoYlal - B~elfele. Sat\e.:ty
DATE(S): 2/07 /05- 6/30/05
LOCATION: V aJU.o u.6
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 isaued 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: 05SEPIOOOOOI
MASTER POLICY DATES: EFFECTIVE: JANUARY 1,2005 EXPIRATION: JANUARY 1,2006
COMMERCIAL GENERAL LIABIUTY OCCURRENCE FORM DEDUcrmlE: NONE
General Aggregate Limit $ 2,000.000
Products & eon.>leted Openalions 1,000,000
Penortal &: Advertising Injury 1.000,000
Each Occ:wrcncc Limit 1,000.000
Fin: Dama.. (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 if a separate policy of insurance has been issued for that event.
"Who is insured" is amended to include. as an insured, the person or orpnizatim shown in this schedule, but only with respect to liability arisms out of the
ownership, maintenance or use of tile premises used by the named lnsurcd (event holder). This insurance does not apply to: Any .'occummce" which takes place
aftcrthc event holder ceases b)'be a tenant in thatprcmises.
OTHER ADDmONAL INSUREDS
APPROVED AS TO fe, ,
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Assistant City/Ai ,,-,! I
CANCEl LA. TION. Should the above described po1icy to cancelled before the expiration date thereof, the issuing company will mail 30 days written notice to the
certificate holder and additional insureds listed.
AUTHORIZED REPRESENTATIVE:
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DATE ISSUED,
2/07/05