HomeMy WebLinkAboutLINARES, MIKE INC. 2~~
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AGREEMENT TERMINATION
Please complete this form when the attached agreement is no longer jn effect. ~'~ r
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Return form to the Sr. Deputy Clerk of the Council (M-30). CaI1647-5238 if you have aAy
questions.
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The agreement with ~~~~ ~ L-t~~` ~1~, ~ ' % , No. ; ~ ~ ~L7J"~~'
was completed on F/Q.~/ . ~ ~ , ~ ~ ~ ,and final payment has been made.
Department:
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Signature: UL . ~ ~ ~~
Date: ~l D 7
Revised 8-7-03
City of Santa Ana
Clerk of the Council
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~V`'n=h MAY ' ji,f,,PiRt>,
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A-2005-262
CONSULTANT AGREEMENT
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~~" ~ THIS AGREEMENTis made and entered into this 7°i day ofNovember, ?005 by and
between Mike Linares, Inc., a California 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").
RECITALS
A. "fhe City desires to retain a consultant having special skill and knowledge in the field of
technical consulting services for federal grant programs.
B. Consultant represents that Consultant is able and willing to provide such services to the
c;ty.
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 incompliance 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:
SCOPE OF SERVICES
Consultant shall provide services including, but not limited to, design of programs funded
by federal grants such as Community Development Block Grant Program (CDBG), the
Emergency Shelter Grant Program (ESG) and the Home Investment Partnership Act Program
(HOME); preparation of periodic reports and utilization of HUD's electronic system for
committing and disbursing grant funds.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services, an hourly
rate of $75.00. Additional materials and supplies required to complete assigned tasks, or as
requested by City, will be billed at cost plus ten percent. The total sum to be expended tinder
this Agreement shall not exceed $53,000.00 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 January 1, 2004 and terminate on December 31,
2006, unless terminated earlier in accordance with Section 13, below. In order to provide
uninterrupted services, the parties intend that those services provided since July 1, 2005 shall be
included within the Scope of Services of this Agreement. The term of this Agreement may be
extended upon a writing executed by the Executive Director of the Community Development
Agency 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 hues 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 insureds) 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 form attached hereto as Exhibit A 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 $],000,000 per accident.
c. 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 nut 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. Consultant waives the right to
receive compensation and agrees to indemnity the City for any work performed prior to approval
of insurance by the City.
6. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims
for personal injury, including health, and claims for property damage, which may arise from the
direct or indirect operations of the Consultant or its contractors, subcontractors, agents,
employees, or other persons acting on their behalf which relates to the services described in
section 1 of this Agreement; and (2) from any claim that personal injury, damages, just
compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects
arising From this Agreement. This indemnity and hold harmless agreement applies to all claims
for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to
have been suffered, by reason of the events referred to in this Section or by reason of the terms
o£ or effects, arising from this Agreement. 'fhe Consultant further agrees to indemnify, hold
harmless, and pay all costs for the defense of the City, including fees and costs for special
counsel to be selected by the City, regarding any action by a third party challenging the validity
of this Agreement, or asserting that personal injury, damages, just compensation, restitution,
judicial or equitable relief due to personal or property rights arises by reason of the terms of, or
effects arising from this Agreement. City may make all reasonable decisions with respect to its
representation in any legal proceeding.
CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to he 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 ofnon-use and nondisclosure
shall not apply to any information that (a) has been disclosed in publicly available sources, (b) is,
through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be
disclosed by operation of law; or (e) is independently developed by the Consultant without
reference to information disclosed by the City.
8. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under
this Agreement.
9. CERTIFICATION
Consultant acknowledges that the funds for the programs have been granted to City by
the federal government pursuant to various grant programs. Consultant agrees to be bound by
and comply with all of the terms and conditions of City's Grant Agreements, including but not
limited to:
a. Audit Report Requirements. Consultant agrees that if Consultant receives Three
Hundred Thousand Dollars ($300,000.00) or more in federal funds. Consultant shall
have an annual audit conducted by a certified public accountant in accordance with the
standards as set forth and published by the United States Office of Management and
Budget -OMB Circular A-133.
b. Record Keeping/Reporting. Consultant shall keep and maintain complete and adequate
records to assist City in meeting and maintaining its record keeping responsibilities
under the Act. City and the United States Government and/or their representatives shall
have access for purposes of monitoring, auditing and examining Consultant's activities
and performance, to books, documents and papers, and the right to examine records of
Consultant's subcontractors, bookkeepers and accountants, employees and participants
in regard to said program. Nothing herein shall be construed to require access to any
privileged or confidential information as set forth in federal or state law.
c. Consultant certifies and agrees that it will not use funds provided through this
Agreement to pay for entertainment, meals or gifts.
d. Lobbying. Consultant certifies that it will comply with federal law and regulations
formd a t 24 CFR Part 87, 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 fur 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.
Drug Free Workplace. Consultant certifies that it has established adrug-free
workplace policy which includes the following provisions:
1. The unlawful manufacture, distribution, dispensing, possession or use of a
controlled substance is prohibited in the workplace for any employee involved in a
federally funded program.
2. As an employee working in conjunction with a federally funded program, the
employees of Consultant will be required to:
• Abide by the terms above in statement 1.
• Notify appropriate officials of Consultant and City officials of any criminal drug
statute conviction for a violation occurring in the workplace not later than five
days after such conviction.
• The United State Department of Housing and Urban Development will be notified
within ten days after receiving notice of any such violation.
• Within 30 days of receiving such notice, appropriate personnel action will be
taken against such employee, up to and including termination.
• Each such employee shall be required 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.
f Consultant assures and certifies that it will not use any funds appropriated under this
Agreement for religious activity or anti-religious activity, or to promote or oppose any
political candidate, party or belief.
g. Consultant assures and certifies that where applicable classroom training instructors are
properly credentialed, and training curriculums comply with State Education Codes.
h. Consultant assures and certifies that it is in good standing with the California Secretary
of State, Franchise Tax Board and Internal Revenue Service."
10. 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
SantaAna,CA 92702-1988
telefacsimile (714) 647-6956
With courtesy copies to:
and,
Executive Director of the Community Development Agency
City of Santa Ana
20 Civic Center Plaza (M-37)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 667-2225
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: Mike Linares
P.O. Box 3913
San Clemente, CA 92672
Telefacsimilie (949) 369-1517
A party may change its address by giving notice in writing to the other party. Thereafter,
any notice, tender, demand, delivery, or other communication shall be addressed and transmitted
to the new address. If sent by mail, any notice, tender, demand, delivery, or other
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by telefacsimile, any notice, tender, demand, delivery, or
other communication shall be effective or deemed to have been given twenty-four (24) hours
after the time set forth on the transmission report issued by the transmitting facsimile machine,
addressed as set forth above. For purposes of calculating these time frames, weekends, federal,
state, County or City holidays shall be excluded.
11. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the
terms of this Agreement shall prevail. This Agreement may not be modified except by written
instrument signed by the City and by an authorized representative of Consultant. The parties
agree that any terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, 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.
12. 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.
13. 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 bylaw, and Consultant consents to the City's use thereof
for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
14. 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.
15. 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.
16. 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 his inability to obtain or maintain such permits, licenses,
approvals, waivers, and exemptions. Said inability shall be cause for termination of this
Agreement.
17. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify City fully, including reasonable costs and attorney s fees, for any injuries or damages to
City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
7
- , _
E. HEALY
Clerk of the Council.
CITY OF SANTA ANA
,.
~, -u ~ r~ t;,, e.~-- ~_ -.-
DAVID N. REAM
City Manager
APPROVED AS TO FORM:
r.., C i
JOSEPH W.FLETCHER
City Attorney
CONSULTANT
MI LINA S
Owner
TaxID# 33-0886359
EXHIBIT A
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 Isom the operations
and uses performed by or on behalf of the named insured.
?. With respect to claims arising out of the operations and uses performed 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 afrer thirty (30) days written notice has been
given to the 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
F1UG 26 2005 15:42 FR ISU-R BELL BROKERS 760 631 5983 TO 17146476549 P.01i02
r - •1
ACORD CERTIFICATE OF LIABILITY INSl1RANCE GP ID °ATE(MMID°""")
LINAMIl OB 21 5
PRODUCER THIS CERTIFICATE IS ISSUED A$ A MATTER OF INFORMATION '
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE '
ISl7 - RDbart Hell Brokers HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR '~
5256 S. Mission Rd. Suite 301 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Soneall CA 92003
Phone: 800-426-2634 Fax:760-631-5983 INSURERS AFFORDING COVERAGE NAIC I!
INbuaeD IN3uRERA Zurich North_America 1.653.5_
INSURER B:
THE POLICIES OF INSURANCE LI$TEO tlELOW HAVE BEEN I$$UED TO THE W$URED NAMED ABOVE FOR iT1E FOUCY PERIOD INDICATED. NOTWITFISTANDING
ANY REgUIREMENT. l ERM OR CONDRpN OF ANY CONTRACT OR OTHER DOCUMENT WRIT RESPECT TD WHICH TNI$ GERTIFIGTE MAY BE I$$UED OR
AMY PERTAIN. THE INSURANCE AFFOPDEO BY THE POLICIES DESCRIBED HEREIN t$ SUBIECT TO ALL iNE TERMS EXCLV910N$ AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LMdITS SHDVYN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
LTR D
NBR -_
TYPE OF INSUMNCE
PDLICY NUY6FA1 POQCYEFFEZ°IIOE-
PATE MIDOIY PD N
DATE D _- _-
LIMR3
GENERAL LIABILITY EACH OCCURRENCE S 1 , OOO , 000
A COMMERCIAL GENERA_LLIgBILRV PAS 36068105 PREMI3E$(E.~aSIA9ACe) SSrOOOrODD
CLAIM$MADE ~ OCCUR MEDEXP(MYOnep~rson) S10~ODD
X Business Owners 02/28/05 02/20/06 PERSONAL aAOV INJUar $
.. - _-„ GENERAL AGGREGATE f 2 OOO r OOO
OEN'LAGGREGATE LIMIT APPLIES PER
PR
PRODOCTS-COMP/OP AGG
.- _
f2r OOO, DOO
O- LOC
X POLICY
JECT .- .. ~~~
AUT OMDa1LE LIABILITY
COMBINED SINGLE LIMIT $
ANV AUTO (Ea Aeddent)
ALL OWNED AUTOS
' BODILY II•UURY $
, SCHEDULEDAUTOS (Px pOR00)
HIRED AUTOS -~ -- - -
~
Da
y
l a
fj~ S
NON-AWNED AUTOS (P
y
c
clC
l
-._ - I PROPEFTY DAMAGE S .
(Per eeeidem)
GAR ADE LIABILITY AUTD ONLY-EA ACCIDENT $
ANY AUTO
EA ACC _-- --'-
f
OTXERTNAN
. _.
~
AUTO ONLY' .._.
S
EXCE$$(UMBRELLA LIABILITY EACH OCCURRENCE f
OCCUR ~ CLAIMS IMDE AGGREGATE $
La~~ L•i, ~~ 1 ~ 1~ V \1
DEDUCTIBLE t1i Y .. .- __ _ ...__
S
RETENipN $ 7 f _._.
YYORKERS GOMPENSATON AND Y -
EMPLOYER9'LIA3ILITY
d TORY LIMBS ER
LUUTU . Y
[:C .11C~
ANY PROPRIETOWPARTNER/El(ECUTNE . E.L EACH ACCIDENT $
OFFICER/MEMBER F.XCLUbED? A~y1518:1[ ~lC}/ .`~CLOTIIC}~ - _.-
rcyyeeee deeerme undo.
E.L. DISEASE • EA EMPLOY
$
SPECIAL PRDVISpN50elpv -
E.L. DISEASE-POLICY LIMB $
OTTER
DESCRIPOON OF OPERATpNS I LOCATONS / VEFtlCLE$1 FXCLUBIDN9 ADDED 8Y E1mpR5EMENT I SPECIAL PROVISIONS
The City of Santa Ana and its elected and appointed boards, officers, agents
and employees are additional insured with reap®et to subject project and
contract with the city. Thie insurance is primary and any insurance
'maintained by the aditipalal insured shall be excess.
City of Santa Ana
Attn: EMY 714-647-5379
20 Civic C®ntcr Plaza
Santa Ana CA 92701
P O Soxa3913
San Clemente CA 92674
INSURER D:
C ITYSpN I SHOULD ANy OF THE ABOVE OESCRBIED POUCIE58E CANCELLED BEFORE THE EYPIRA'HD
DATE TNEREDF, TKE 133UING IHSUREft WILL b'WOMAIL 3O+ DAYS VVRfI-IEf!
NOTCE TO THE CERTIFICATE HOLDER NAMED T07HE LEFT, BUT FAILURE TO DO SO SXAI,L
IMPOSE NO OBUOATION OR LIABILITY OF ANT KIND UPON THE INSURER, RS AGENTS OR
Huu ~b ~bb5 15~4.i FK 15U-R HELL BROKERS 760 631 5983 TO 17146476549 P. 02102
COMMERCIAL GENERAL LIABILITY
Mike Linares
PAS 36068105
2-28- 05/06
THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ R CAREFULLY.
ADDITIONAL INSURED -DESIGNATED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following;
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDILE
Name of Person or Organaatiorx
The City of Santa Ana and its elected and arpointed hoazrls, officers,
agents and employees
flf no entry appears above, information required to complete this endorsement will be shown in
the Declarations as applicable to this endorsement)
WHO IS AN INSURED (Section IU is amended to include as an insured the parson or organization
shown in the Schedule as an insured but only with respect to liability arising out of your
operations or premises owned by or rented to you.
This insurance is primary and any insurance maintained by the additional insured shall
be excess
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