HomeMy WebLinkAboutBLUM, LAWRENCE D. 1-2005
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WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
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CLERK OF COUNCIL
DATE: '2 . ~ - C S
N-2005-085
CONSULTANT AGREEMENT
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THIS AGREEMENT, made and entered into this ;;('ltk-dayof ,:Jl"-l L\ ,2005 by
and between Lawrence D. Blum, Ph.D., a Professional Corporation (hereinafter "tonsultant"),
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
psychology to perform psychological evaluations as herein described.
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 provide those services 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 $10,000.00 during the term of this Agreement.
b. Consultant shall submit a detailed invoice of services performed at the time he submits
written reports. City shall pay Consultant within thirty (30) days following receipt of said
invoice, subject to City accounting procedures.
3. TERM
This Agreement shall commence on the date first written above and continue until
depletion of the maximum contract amount as stated in Section 2, above, unless terminated
earlier in accordance with Section 12, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor
shall it be construed to create an employer-employee relationship, a joint venture relationship, or
to allow the City to exercise discretion or control over the professional manner in which
Consultant performs the services which are the subject matter of this Agreement; however, the
services to be provided by Consultant shall be provided in a manner consistent with all
applicable standards and regulations governing such services. Consultant shall pay all salaries and
wages, employer's social security taxes, unemployment insurance and similar taxes relating to
employees and shall be responsible for all applicable withholding taxes.
5. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection against
claims arising from bodily and personal injury, including death resulting therefrom and damage
to property, resulting from any act or occurrence arising out of Consultant's operations in the
performance of this Agreement. 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 containing the following clauses:
I. "The City of Santa Ana, its officers, employees, agents, volunteers and
representatives, is added as an additional insured as respects operations of the named
insured performed under contract with the City of Santa Ana."
2. "It is agreed that any insurance maintained by the City of Santa Ana shall apply in
excess of and not contribute with, insurance provided by this policy."
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. Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim.
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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.
(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.
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
Consultant's acts of negligence or willful misconduct in the performance of this Agreement.
7. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees
that it shall not use or disclose such information except in the performance of this Agreement,
and further agrees to exercise the same degree of care it uses to protect its own information of
like importance, but in no event less than reasonable care. "Confidential Information" shall
include all nonpublic information. Confidential information includes not only written
information, but also information transferred orally, visually, electronically, or by other means.
Confidential information disclosed to either party by any subsidiary and/or agent of the other
party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure
shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is,
through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without
reference to information disclosed by the City.
8. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under
this Agreement.
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9. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this
Agreement shall be in writing and shall be deemed to be properly given if delivered in person or
mailed by first class or certified mail, postage prepaid, or sent by telefacsimile or other
telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
telefacsimile (714) 647-6956
With courtesy copies to:
and:
City of Santa Ana Police Department
Attention: Personnel Commander
60 Civic Center Plaza (M-97)
P.O. Box 1981
Santa Ana, California 92702
telefacsimile (714) 245-8090
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:
Lawrence N. Blum, Ph.D., Inc.
5182 Katella, Ste. 205
Los Alamitos, California 90720
telefacsimile 562- 493-8897
A party may change its address by giving notice in writing to the other party. Thereafter,
communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by telefacsimile, communication shall be effective or
deemed to have been given twenty-four (24) hours after the time set forth on the transmission
report issued by the transmitting facsimile machine, addressed as set forth above. For purposes
of calculating these time frames, weekends, federal, state, County or City holidays shall be
excluded.
10. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the
terms of this Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent
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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 of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement
shall be construed to limit the City's ability to have any of the services which are the subject to
this Agreement performed by City personnel or by other consultants retained by City.
12. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of termination,
subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product completed as of such date, and in such case such work product shall be
the property of the City unless prohibited by law, and Consultant consents to the City's use thereof
for such purposes as the City deems appropriate.
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.
IS. 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
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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.
16. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indenmify 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 iffully 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:
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CITY OF SANTA ANA
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PATRICIA E. HEALY
Clerk of the Council
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DAVIDN.REA~
City Manager
APPROVED AS TO FORM:
JOSEPH W. FLETCHER
City Attorney
By: . ,/ J. /
Laura Sheedy ./
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
CONSULTANT
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PAUL M. WALTERS
Chief of Police
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EXHIBIT A
1. SCOPE OF SERVICES
COMPLETE POST-TRAUMATIC PSHCHOLOGICAL INCIDENT EVALUATION
Consultant agrees to give City's Police Department Employees involved in violent
incidents, such as a life-threatening situation and/or serious injury or death to any person,
complete post-traumatic psychological evaluation.
a. A complete post-traumatic psychological incident evaluation includes, but is not
limited to, clinical interview and post-traumatic counseling.
b. Initial psychological service contact with involved officer(s) shall be made
immediately if possible, but no later than forty-eight (48) hours following the
incident.
c. A minimum of three (3) follow-up counseling sessions shall follow, if the Consultant
deems those sessions necessary. Such follow-up sessions shall, whenever possible
and practical, be scheduled by Consultant at Consultant's Orange County office
location, unless otherwise agreed by involved officer(s).
d. In those cases where Consultant deems that immediate follow-up counseling sessions
are not indicated, Consultant shall schedule one (I) follow-up session within a period
of not less than fourteen (14) days and not more than thirty (30) days following the
traumatic incident with the involved officer(s) to assess whether additional sessions
shall be deemed necessary. Such sessions shall, whenever possible and practical, be
scheduled at Consultant's Orange County office location unless otherwise agreed by
involved officer(s). Following such sessions, Consultant shall provide City's Police
Department with verbal recommendation as to the necessity of additional sessions
and an assessment of officer(s)' recommended duty status within forty-eight (48)
hours. A written psychological assessment of the officer(s) evaluated shall be
submitted within five (5) calendar days to City's Police Department upon completion
of such follow-up counseling session(s).
e. Consultant shall provide City's Police Department with a verbal recommendation for
return of said officer(s) involved in traumatic incidents to full or modified duty status
as soon as possible and in no case later than forty-eight (48) hours following the
incident.
f. Consultant shall provide City's Police Department with a written psychological
assessment of officer(s) in question and a recommendation as to their suitability to
return to active duty, full or modified, and need for follow-up treatment within five
(5) days following the post-traumatic counseling session.
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g. At the direction and with the consent of City Police Department, Consultant shall
provide similar post-traumatic incident counseling services to immediate family
members of involved officer(s) adversely impacted by the incident. The goal of such
services shall be to stabilize external factors, which might otherwise affect officer( s)
return to duty or recovery and to determine if referral to other private service
providers is warranted. Verbal consultation with City's Police Department is
recommended but no written reports of family member counseling sessions are
required unless otherwise indicated or where the fitness for duty of the officer(s)
comes in doubt.
REVIEW OF FITNESS FOR DUTY
Consultant agrees to review background investigations, clinical interviews, administrative
reports and/or other relevant documents to determine an employee's psychological fitness
for duty, when so directed by City.
a. For purpose ofthis Agreement, a fitness for duty review includes, but is not limited
to, clinical interviews, administration of necessary tests, scoring of tests and
preparation of verbal and written recommendation for employment.
b. Consultant agrees to outline all psychological concerns resulting from that review and
submit to City's Police Department a recommendation concerning further testing
and/or evaluation, which may be deemed appropriate.
c. Consultant agrees to provide City's Police Department with verbal notification as to
the above within forty-eight (48) hours, and with a complete written report
concerning reviews of fitness for duty within ten (10) working days following receipt
of documents or the last clinical interview of employee(s) in question.
CRISIS INTERVIEW COUNSELING
Consultant agrees to conduct crisis intervention counseling with authorization and
approval ofCity's Police Department when a Department employee(s) is believed to be
gravely disabled as a result of psychological disorder or emotional disturbance and
unable to perform any or all of the full range of duties of an employee's classification.
a. Consultant agrees to obtain authorization from City's Chief of Police, or designate,
prior to conducting crisis intervention counseling of City's Police Department
employee(s). Should intervention be requested by employee and not Department,
Consultant agrees to obtain authorization from City's Chief of Police, or designate,
prior to conducting crisis intervention counseling.
II. COMPENSATION
In consideration for Consultant services, City shall pay Consultant the hourly rate as follows:
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. Complete post-traumatic psychological incident review
(scheduled) $200 per hour.
. Emergency Crisis Intervention (ECl) $250.00 per hour.
. Fitness for duty review $1250.00
. Testimony in court $350.00 per hour.
The total sum payable under this Agreement shall not exceed ten thousand dollars
($10,000.00) for all services and evaluations performed, travel costs and other expenses.
Consultant shall submit a detailed invoice for services performed at the time of submission of
each report.
City will pay Consultant within thirty (30) days following the receipt of invoice for services
performed, but not more often than one time per month. City's payment is subject to review
under City's standard accounting procedures.
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MEMORANDUM OF INSURANCE Date Issued:
05/09/2005
Insured: This memorandum is issued as a matter of
information only and confers no rights upon the
LAWRENCE N BLUM PHD INC holder. This memorandum does not amend,
5182 Katella Ave extend or alter the coverages afforded by the
Ste 205 policy and/or certificate listed below.
Los Alamitos, CA 90720-2857
Company Affording Coverage
Producer
Trust Risk Management Services, Inc. Ace American Insurance Company
181 W Madison St Ste 2900
Chicago, IL 60602-4643
Covered Person (Status) Owner
X
LAWRENCE N BLUM PHD INC
Employee
This is to certify that the policy and/or certificate listed below has been issued to the insured named
above for the policy and/or certificate period indicated, notwithstanding any requirement, term or
condition of any contract or other document with respect to which this memorandum may be issued or
may pertain. The insurance afforded by the policy and/or certificate described herein is subject to ail
terms, exc lusions and conditions of such policy and/or certificate. The limits shown may have been
reduced by paid claims.
Policy and/or
Type of Insurance Certificate Effective Date Expiration Date Limits
Number
Professional Liability Each incident
$ 1,000,000
Claims Made 78822356288 06/01/2005 06/01/2006 Annual aggregate
$ 3,000,000
Retro Date: 02/01/1992
Memorandum Holder
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES AND/OR
CERTIFICATES BE CANCELLED BEFORE THE EXPIRATION DATE
The City of Santa Ana THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 30
DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED
20 Civic Center Plaza TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL
Santa Ana, CA 92702 IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE
COMPANY ITS AGENTS OR REPRESENTATIVES.
APPROVED /\:'\ 10 !'UR~vj
_<i .. Authori7l't " Rnrt~'~f::mt~ti\fe:
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