The URL can be used to link to this page

Home My WebLink AboutO'REILLY & ASSOCIATES 5a - 2010INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCj0 CLERK OF OUNCIL \ r 'ITC:- - l O AMENDMENT TO AGREEMENT UNDER THE WORKFORCE INVESTMENT ACT A-2010-082 THIS AMENDMENT, made and entered into this Yd day of May, 2010, by and between O'Reilly and socia es ("Consultant") and the City of Santa Ana, a charter city and municipal corporation duly organized and isting under the Constitution and laws of the State of California ("City"). RECITALS A. The City and Consultant entered into that certain Agreement Under the Workforce Investment Act dated em er 2, 2009, hereinafter referred to as "said Agreement" for Consultant to assist with analysis, review and lem nt plans and policies related to the Santa Ana WORK Center's Service Integration. B. The parties hereto now desire to amend said Agreement to extend the term, add additional funds and update the Sco e of Work. EREFORE, in consideration of the mutual and respective covenants and promises hereinafter contained and made, and subject to all of the terms and conditions of said Agreement as hereby amended, the parties hereto do hereby agree as follows: Section 1 "Time Period of Agreement" shall be amended to extend the term to December 31, 2010. 2. Section 3 "Scope of Services" shall be updated to include the services as set forth in Exhibit A, attached hereto and incorporated herein by reference. 3. Section 6 "Compensation" shall be amended to add additional funds of Sixty Thousand Dollars ($60,000), so that the total amount of Compensation to Consultant under said Agreement and this Amendment sha 1 not exceed Ninety Eight Thousand Dollars ($98,000). 4. Except as hereinabove modified, the terms and conditions of said Agreement remain unchanged and in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this Amendment to said Agreement the date and year first above written. ATTES CITY OF SANTA ANA, a municipal corporation of the State of California Maria . Huizar David N. Ream Clerk o the Council City Manager APPR ED AS TO FORM: "CONSULTANT" JOSEP W.FLETCHER City A orney y: Lisa E. Storck O' eilly and Associates Assists t City Attorney By: Paul O'Reilly EXHIBIT A Work De cription Task A: 1. D velop an agenda and prepare for and facilitate one planning meeting with the Economic D velopment Manager and/or SAWC Manager to review options for re-orienting SAWC E ployer Services and Rapid Response to improve opportunities for identifying job op ortunities or focused skill building programs for current job seekers or dislocated w rkers. 2. R search and identify industries in the Santa Ana Region with current job growth using labor ma rket or other tools. Analyze data sources and develop tables summarizing findings. 3. Re search and identify industries in the Santa Ana Region with projected job growth using M odysEconomy.com data. Analyze data sources and develop tables summarizing fin dings. 4. De velop an agenda and prepare for and facilitate one planning meeting with the Economic De velopment Manager and/or SAWC Manager to review job growth findings and evaluate op tions for developing outreach efforts to target businesses based on the findings. 5. Re cap Notes from the two planning meetings and distribute them to SAWC management. Total Fe for Task A: $12,800 Task B: 1. De velop an agenda and prepare for and facilitate up to two planning meetings with Rapid Re sponse staff to review current Rapid Response practices, evaluate use of reports and tra cking forms previously developed and identify opportunities for enhancements to Rapid R sponse services. 2. De velop a bullet point summary of key challenges with current Rapid Response im lementation including the effectiveness of the use of reports and tracking forms, and ide ntify opportunities for enhancements to Rapid Response services. 3. De velop an agenda and prepare for and facilitate one management planning meeting with Ec nomic Development Manager and/or SAWC Manager to review findings from Rapid Re sponse practices and opportunities for enhancement. 4. Re cap notes from the management planning meeting and distribute to SAWC management. Total Fe for Task B: $ 10,800 Task C: 1. D velop an agenda and prepare for and facilitate one planning meetings with EDD and/or S WC Manager to brainstorm opportunities to use SAWC and EDD systems to identify Sa nta Ana area job seekers based on occupation, job objective, or other means that will he p categorize them into a more accessible talent bank. 2. D velop an agenda and prepare for and facilitate one planning meeting with SAWC and E D management to gain agreement on how to combine SAWC Outreach staff, EDD ou reach staff, and the Retention Team to coordinate outreach to employers to improve op ortunities for identifying job opportunities and/or focused skill building programs for cu rrent job seekers and/or dislocated workers. 3. Re cap Notes from the two planning meetings and distribute them to SAWC management. Total Fe for Task C: $ 6,400 Task D: 1. Develop an agenda and prepare for and facilitate one planning meeting with the SAWC Manager to assist with efforts to define the organizational structure and team assignments needed to support the implementation of the Service Integration action plan. 2. Develop agendas and prepare for and facilitate up to six planning meetings with the SAWC Manager, task group leaders, or individual staff task group members to facilitate their efforts to develop processes, procedures, and tools needed to support the implementation of the Service Integration action plan including such topics as redesigning the Service Flow, identifying effective Job Search tools, reorienting teams and re-assigning staff, and developing and implementing benchmarks. 3. Recap Notes from the planning meetings and distribute them to SAWC management. Total Fee for Task B: $ 30,000 Total Fee for all deliverables A thru D: $60,000 ACORD,M CERTIFICATE OF LIABILITY INSURANCE DATE PRODUCER 13 2 6 THCERTIFICATE IS ISSUED AS A MATTER OWIAA INSURANCE SERVICES/PHS IM AND CONFERS NO RIGHTS UPON THE CERTIFICATE T OR END 251467 P:(866)467-8730 F:(877)905-04157 DER. THIS CERTIFICATE DOES NOT T14COVERAGE AFFORDED BY THEPOLD[CEESBE OW. PO BOX 33015 SAN ANTONIO TX 78265 INSURERS AFFORDING COVERAGE INSURED INSURER A:Harttord Casualty Ins CO OIREILLY & ASSOCIATES 7530 SUNNYWOOD LN. LOS ANGELES CA 90046 COVERAGES INSURER B: INSURER C: INSURER D: ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHERrDOCUMENT WITH RESPECT TO WHICH HIS CERTIF CAT TMAY BE ISSUED ORDING MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 1S SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INS I LTR TYPE of INSURANCE POLICY NUMBER I DATE fMMlDDIYYI I POLICY EXPIRATION I LIMITS GENERAL LIABILITY EACH OCCURRENCE I s-1 , 0 00 , 0 0 0 A COMMERCIAL GENERAL LIABILITY 72 SBA AE4 8 6 6 06/05/09 06/05/10 I FIRE DAMAGE (Any one N.) 193 0 0, 0 0 0 CLAIMS MADE I •> 1 OCCUR I MED EXP (Any one person) I $1 Q , 000 X General Liab PERSONAL & ADV INJURY 1$1 , 0 00 , 00 0 LGENERAL AGGREGATE I s2, 000, 000 GEWL AGGREGATE LIMIT APPLIES PER: I PRODUCTS . COMPIOP AGG I s2, 0 00, 000 POLICY PRO• X LO AU JECT C TOMOBILE LIABILITY A ANY AUTO 72 SBA AE4866 06/05/09 06/05/1Q EOMBINED} SINGLE LIMIT I $1,0001000 ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY I $ X HIRED AUTOS (Per person) X NON-OWNED AUTOS BODILY INJURY ^ IPer accident) ?O ? 0 PROPERTY DAM . AGE S IPer accident) GARAGE LIABILITY ?. AUTO ONLY • EA ACCIDE 1$ 1 ANY AUTO 0 NT 9 y I G? `t EA AC $ C O 4? THER TO ONLY: AU EXCESS LIABILITY AGG $ EACH OCCUR CLAIMS MADE OCCURRENCE I $ AGGREGATE I $ DEDUCTIBLE S RETENTION $ I I $ WORKERS COMPENSATION AND S EMPLOYERS' LIABILITY WC STATU• OTH- , 0 _By 4 LL _ ER _ E.L. EACH ACCIDENT S E.L. DISEASE- EA EMPLOYEE $ 07HEft I E.L. DISEASE- POLICY LIMIT $ DESCRIPTION OF OPERATIONS!LOCATIONS/VEHICLESlEXCLUSIONB AODEO BY ENDORS EM ENTlSPECIAL PROVISIONS City of Santa Ana, its officers, employees, agents, volunteers and representatives are included as additional insured with respects to the liability coverage indicated under policy number 72SBAAE4866 for those operations usual to the insured. CERTIFICATE HOLDER pbDITIONAL INSUaeo rucun C I e _nnl City of Santa Aria SHOULD ANY OF THEABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE Santa Ana W/O/R/K Center EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL ATTN : Lydia Morgan HOLDER NAMED TO THE( LEFT, UT FAILUREOTO DOYSO SH}ALOE M O TIFICATE 10 0 0 E . Santa Ana Blvd , Suite 2 00 OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS NO OR Santa Ana, CA 92701 REPRESENTATIVES. ACORD 25-S (7/97) 0 ACORD CORPORATION 1988 01/('3i2006 10:38 FAX O'Reilly & Associates 7530 Sunnywood Lane, Los Angeles, California 90046 Phone: $23.851-5180 E-mail: pauloralllvclls6oa?obal net June 10, 2005 Lydia Morgan Community Development Agency 20 Civic Center Plaza Santa Ana, CA 92701 Dear Lydia; The City of Santa Ana was designated as 'additional insured" on my comprehensive general ffabillty and property Insurance with Hartford Insurance, policy #72SSA commerciaf general liability policy is paid In full for the 2008-2010 88AAE49term.ti6. My policy Since my policy Is paid In full, Hartford has agreed they will not cancel my polic term and has provided a letter to that effect. The policy has a standard 30 day notice of his cancellation, which meets your requirements. I agree to notify Santa Ana W/p/RIK Center and the City of Santa Ana If for some unusual reason the Hartford does choose to cancel the policy and I agree to give the City of Santa Ana the 30 day required notice of cancellation. Please call me if there are any further questions. Paul O'Reilly O'Reilly & Associates President Q4.???9 VA lo Vol* ?Srg?an U001 ?-? ra - ao ?v - a?? ,. ACORO,M CERTIFICATE OF LIABILITY INSURANCE I DATE 03-25-2010 ppopucen WIAA INSURANCE SERVICES/PHS 6)467-8730 ? (8? ?)S?S 1 A4?7? THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. nt ? P0 BOX 3301.5 SAN ANTONIO TX 78265 (' Z 11 INSURERS AFFORDING COVERAGE INSURED '" CITY C? :, -- -' ??f? ; SURERA:Hartford Casualt Tns Co CLERK` ?°? ? '/?^°?'"? INSVRERR_ O 1 RE2LLY & ASSOCIATES INSURER c: 75 3 O SUNNYWOOD LN . INSVRER D: LOS ANGELES CA 9 O 04 6 INSURER E: COVERAGES THE POL C S OF SURANCE LISTED BE O E BEEN 185U D O E 1 S RED NAMED ABO FORT POL CY PERIOD INDIC T ?. NOTWIT S ANDI G ANY REQUIREMENT, TERM OR CO NOITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTA TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE PATE MM/D D/YY POLICY EXPIRATION DATE MR1/OD/YY LF0.91T5 OEN ERAL LIABILITY EACH OCCURRENCE 91 , O O O O O O A COMMERCIAL GENERAL LIABILITY 7 2 SBA AE4 8 6 6 0 6/ 0 5/ 10 0 6/ 0 5/ 11 FIRE DAMAGE Igny one Rrel g3 0 0, 0 0 0 CLAIMS MADE LXJ OCCUA MED EXP IAny ona person) 51 O O O O X General Liab PERSONAL & ADV INJURY 91. , O O O O OO GENEAAL AGGREGATE 92 , O O O, O O O GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPlOP AGG 52 O O O O O O POLICY JEC X LOC A AUT 0h90 RiiE LIABILITY ANY AUTO 72 SBA AE4866 06/05/10 06/05/11 COMHINEDSINGLELIMIT fEe accidenq sl, 000, 000 ALL OWNED AUTOS BODILY INJVAY y SCHEDULED AUTOS IPer person) X HIRED AUTOS BODILY INJURY g X NON-OWNED AV TOS IPer ecclden0 PROPERTY DAMAGE g IPer accidenq OARAOE LIAOILITY AUTO ONLY - EA AC CIOENT $ ANY AUTO OTHER THAN ? EA ACC $ AUTO ONLY: qGG g EXCESS LIABILITY n? TO EACH OCCURRENCE 4 f ? ?M OCCUR LJ CLAIMS MADE >???- AGGREGATE 9 ? ? DEO VCTIBLE cc pRCK g RETENTION 5 ?? "SA Fr torRgy g ? WORKERS COMPENSATION AND ?CtiCj?Sta? I O? _ I TORY 4 MITS.? - - -- -- EM PLOYF.RS" LIARIUiV j __ _ _. . - - E.L. F:ACH ACCIDENT ?" - g /? [[ E.L. DISEASE - EA EMPLOYEE g E.L. DISEASE -POLICY LIMIT S OTHER O ESCRIPTION OF OPERATIONS/LOCATIO NSNEHICLES/EXCLUSIp NS ApDED BY ENDORSEMENT/g PECIAL PROVISIONS City of Santa Ana, its officers, employees, agents, volunteers and representatives are included as additional insured with respects to the liability coverage indicated under policy number 72SBAAE4866 for those operations usual to the insured. I , C1t Of Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE Y EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL Santa Ana W/O/R/IZ Centar 30 DAYS WRITTEN NOTICE 110 DAYS FOR NON-PAYMENT) TO THE CERTIFICATE ATTN : Lydia Morgan HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE 1NSU RER. ITS AGENTS OR 2000 E. Santa Ana Blvd. 5711te 200 REPRESENTATIVES. Santa Ana, CA 92701 AUTOO RI D E ENTATIVE ???? ACORD 2S-S (7/97) ° ACORD CORPORATION 1988 WIA=? INSURANCE SERVICES/PHS PO 60X 33075 SA1V ANTONIO TX, 78265 10347 O`RESLLY & ASSOC=ATES 7530 SUNNYWOOD LN. LOS ANGELES CA 90046 Additional Certholder Text A General Liability TVaiver of subrogation applies to the ce rti£icate Bolder per £orm 881215, [Vaiver o€ Subrogation, attached to this policy. Coverage is primary & non-contributory per the Business Liability Coverage form Ss000H, attached to this policy. severabil ity of interests- Insurance applies separately to each interest against whom claim is made or "suit" is brought per the Business Liability Coverage Form 580009, atta died to this policy, it is agreed that in the event o£ cancellation o€ the policy, cva agree to give 3o days prior written notice by certified mail except in the even o£ non-payment of premium cve agree to give 10 days prior written notice. D AS T® ?c?Rr? A? ?? `iTE e 1..15A E. STORCK t C1ty AttorreY ?ssista? ??i ACORD 26-S (7/97}