HomeMy WebLinkAbout2012 CON AK and Company - Consulting Services SB 90Contract Number: 13-NATIONAL CITY
AGREEMENT FOR PROVISION OF
PROFESSIONAL CONSULTING SERVICES TO THE
CITY OF NATIONAL CITY
This AGREEMENT is entered into on the 76i-h day of SPptember , 2012, both
by and between ak & company ("Consultant" for the purposes of this Agreement) and the City
of National City ("City" for the purposes of this Agreement).
PURPOSE:
Article XIIIB of the State of California's Constitution allows local agencies to recover costs
associated with provision of certain activities that have been mandated by the State. City has
determined that provision of Consultant's services to prepare and file mandated cost
reimbursement ("SB 90" for the purposes of this Agreement) claims is the most cost effective
and efficient method to complete this process. Consultant has knowledge and experience in
completion of the data collection, preparation and submission of SB 90 claims to the State of
California. City agrees that Consultant will assist City in the preparation and submission of
reimbursement claims involving these state mandated programs.
City and Consultant mutually agree to the following terms and conditions:
1) Consultant's Professional Services. Consultant will perform the following services:
a) Based upon City's timely provision of accurate and complete information, by
February 15, 2013, prepare and submit FY 2011-2012 SB 90 Annual Claims to
the State Controller's Office (SCO), according to the SCO FY 2011-12 Annual
Claiming Instructions.
b) Based upon City's timely provision of accurate and complete information, by
February 14, 2013, if necessary, prepare and submit SB 90 Amended Claims to
the State Controller's Office.
c) Based upon written instruction from City and based upon City's timely provision
of accurate and complete information, prepare and submit SB 90 New Claims
according to Claiming Instructions issued during FY 2012-2013. New Claims are
those with a claim due date other than February 15, 2013.
Consultant shall determine the method, details and means of preparing and filing SB 90
claims and agrees to perform the specific services listed in Exhibit A, for each
category of claim.
2) City's Duties. City's duties under this Agreement are to cooperate with Consultant in
the performance of this Agreement and perform the specific services listed in Exhibit B,
within the timeframes specified.
3) Exhibits. Exhibits A and B are attached and incorporated as part of this Agreement.
City of National City
1 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
4) Term of Agreement. This Agreement shall become effective immediately upon signing
and continue in effect through September 30, 2013. This Agreement may be extended
by mutual written consent of the parties for two consecutive one-year periods.
5) Staff. "Consultant" includes all staff required to complete performance of this
Agreement's services. Services included in this Agreement will be completed by
Consultant or under Consultant's supervision.
6) Costs of Agreement and Method of Compensation — Annual and Amended Claims. In
exchange for Consultant's provision of the services in Items 1) a) and 1) b), City agrees
to compensate Consultant in a Fixed Fee in the amount of six thousand eight hundred
dollars ($6800). This fee will be paid in two equal installments: Fifty percent (50%) or
$3400 will be due and payable within 30 days of City's receipt of invoice following
execution of the Agreement and fifty percent (50%) or $3400 will be due and payable
within 30 days of City's receipt of invoice following filing of Annual Claims. Any
penalties incurred in Item 8) will be invoiced at this time.
7) Costs of Agreement and Method of Compensation — New Claims. In exchange for
Consultant's provision of the services in Item 1) c), City agrees to compensate
Consultant based on each New Claim Program. For each New Claim Program,
compensation will consist of a Flat Fee in the amount of one thousand seven hundred
fifty dollars ($1,750) for up to three New Claim Program back year claim filings, and an
additional $175 for each additional back year program claim filing.
8) City's Provision of Staff and Data. City agrees to designate a responsible staff member
as its SB 90 Coordinator. Consultant will inform City's designated SB 90 Coordinator
and department staff of the data and documentation necessary for timely claims
submission. Consultant will presume that all data provided by City is correct and
complete. City agrees to be fully responsible for the accuracy and timeliness of the data
provided. City agrees there will be no Consultant liability for unfiled or late claims
resulting from insufficient data or data not provided by the agreed upon deadlines.
City and Consultant agree that Consultant -requested data must be provided by City
staff either within three (3) weeks of the request or three (3) weeks prior to the filing
deadline, whichever occurs first. Data not received within this timeframe will not be
considered to be provided in a timely fashion. City agrees to pay Consultant an
additional fee of $250 per week or portion thereof for data received by Consultant after
the agreed upon deadline.
All Annual Claims data requested must be provided to ak & company no later than
FRIDAY, NOVEMBER 9, 2012.
For any New Claim, City and Consultant agree that Consultant will receive written
direction from the City prior to beginning the data collection and claim preparation
process. City will provide such notification to Consultant within one week of the
Consultant's initial notification of each New Claim.
City of National City
2 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
9) Third Party Obligations. The only parties to this Agreement and entitled to enforce the
terms of the Agreement are City and Consultant. No right or benefit, direct or indirect, is
given to any third parties.
10) Records and Inspections. In accordance with State law, Consultant will maintain
complete, accurate records concerning all matters covered under this Agreement.
During normal business hours, City will have reasonable access to these records. A
thirty (30) day written notice will be provided by City when it intends to inspect or audit
these records. Prior to being granted such access, any City employee, consultant,
subcontractor or agent will execute a non -disclosure agreement.
11) Waiver of Submission of Claims. Submission of claims pursuant to Items 1) a), 1) b),
and 1) c) of this Agreement may be waived. If a waiver is exercised by either party,
Consultant will be paid by City for all work completed prior to and until the waiver's date
of effect. The amount paid will not exceed the dollar amount indicated in Items 6) or 7).
In case of a waiver, Consultant will be paid based on the hours of work required to
submit the claims that were completed prior to the effective date of the waiver. This
time will be reimbursed at the rate of $150 an hour, not to exceed the dollar amount in
Items 6) or 7).
a) At Option of City. Pursuant to a specific State Claiming Instruction, at City's
discretion, City may instruct Consultant not to file a specific claim or claims. This
instruction must be in writing and provided to Consultant at least thirty (30) days
prior to the due date of the claim. The date Consultant receives City's written
instruction will be the effective date of City's waiver.
b) At Option of Consultant. At Consultant's discretion, Consultant may advise City
of the reasons it does not intend to file a specific claim. The date Consultant
mails its notification to City will be the effective date of Consultant's waiver. City
will expect Consultant to file any pertinent claim that meets the minimum limit set
by the State.
12) No Waiver of Rights and Remedies. In no event will any City payment to Consultant
constitute a waiver by City of any breach of covenant or any default that may exist on
the part of Consultant. Payment made by City while any such breach or default does
not impair or prejudice any City right or remedy in respect to such breach or default.
13) Consultant Audit Liability. Consultant will presume that all statistical and financial data
provided by City is correct and complete. Consultant will provide workpapers and
records to State Controller's Office (SCO) auditors if an audit should occur. Any State
disallowance of amounts paid to City under the claim or claims for whatever reason will
be solely City's responsibility. If City so requests, Consultant will assist City in
defending claims at the desk audit level, provided such a disallowance amounts to at
least ten percent (10%). No contest by Consultant for reductions of less than 10
percent (10%) will be made. Preparation of Incorrect Reduction Claims is not included
in any part of this Agreement. If travel is required, Consultant is to be reimbursed for
travel expenses and mileage at the City's rate in effect at the time of the travel.
City of National City
3 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
14) Independent Contractor. In performing the scope of services of this Agreement, City
and Consultant agree that Consultant is an independent contractor with complete
control of the work and manner in which it is performed. For no purposes are the
Consultant or Consultant's employees considered agents or employees of the City.
15) Insurance. General liability, automobile and professional liability insurances will be
maintained by Consultant.
16) Limitation of Liability. Consultant will not be liable for consequential, special, indirect, or
punitive damages. For any reason whatsoever, foreseeable or not, will Consultant's
liability exceed the total amount paid to Consultant under this Agreement.
17) Changes. If either City or Consultant requires changes in the scope of services
included in this Agreement, they must be mutually agreed upon by and between City
and Consultant. Any changes will be included in a written and duly executed
amendment to this Agreement.
18) Notices. Under this Agreement, any signatures, reports, bills or notices required will be
adequate if sent by either City or Consultant via postage paid USPS mail to the address
noted below:
Contact Name: Stacey Stevenson Title: Director of Administrative Svcs
Agency: City of National City
Address: 140 E. 12th Street, Suite A National City, CA 91950
Phone #: (619) 336 4308 Fax #: (619)336 4303
Email Address: sstevenson@nationalcityca.gov
ak & company
3531 Kersey Lane, Suite M
Sacramento, CA 95864
Phone #: 916 972 1666
Fax #: 916 972 1666
email: akcompany@um.att.com
Any notices will be considered delivered after five (5) days of being deposited in a
USPS mailbox.
19) Complete Agreement. City and Consultant agree that this Agreement and any
subsequent documents incorporated by specific reference contain all the terms and
conditions previously agreed upon. No other agreements regarding this Agreement will
bind either City or Consultant in any way.
20) Severability. If any portion, section, provision, part, or term of this Agreement are found
to be in conflict with either a law of the United States of America or the State of
California, or otherwise be unenforceable, the remaining portions, sections, provisions,
parts or terms will be deemed severable and shall remain in full force and effect.
City of National City
4 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
21) Receipt of Agreement. Consultant must receive a signed copy of this Agreement by
FRIDAY, AUGUST 31, 2012 to ensure that the data collection process can proceed in
order to warrant that Annual Claims will be submitted in a timely fashion.
22) Signature Authority. The individual(s) signing this Agreement certify to the following:
a) He or she is authorized to sign this Agreement on behalf of City;
b) City has all approvals necessary to enter into this Agreement;
c) This Agreement is a valid, enforceable obligation of City upon execution.
City of National City
5 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
THEREFORE, The City and the Consultant execute this Agreement as of the date below.
City: City of National City Consuls nt: ak & company
B
icial) n a Kerers Wurlow
Title: Dircctor of Administrativc Svcs
Date: September 26, 2012
ATTEST:
By:
Title:
Date: 10 -11-12
Title: Principal
Date: (IIO40'
Taxpayer I.D. Number: 20-3180401
City of National City
6 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
EXHIBIT A
SERVICES TO BE PERFORMED BY CONSULTANT
Annual and Amended Claims - Consultant will perform the following professional services:
a. By February 15, 2013, prepare and submit FY 2011-2012 SB 90 Annual Claims to the
State Controller's Office (SCO), according to the SCO FY 2011-2012 Annual Claiming
Instructions, as specified in 1) (a).
b. Prepare and submit amended SB 90 claims, as necessary, to the State Controller's Office
(SCO), as specified in 1) (b).
c. Schedule at least one site visit per year to discuss eligible programs with City's SB 90
Coordinator, and conduct meetings with individual departments affected by each
reimbursable mandate program.
d. Establish a workable timeframe and plan for data to be collected by staff and submitted to
Consultant in order to submit the City's claims prior to the SCO deadlines.
e. Advise City staff regarding reliable and defensible types of source documentation.
f. Include both direct and indirect costs in SB 90 claims submitted by Consultant. Consultant
may choose to use either the SCO ten percent (10%) indirect cost rate or to calculate a
higher rate.
g. Provided that City financial records are available and delivered to Consultant in a timely
manner, Consultant will use relevant salary and expenditure data to prepare an Indirect
Cost Rate Proposal (ICRP) for all City departments included in City's claims. If not
provided in a timely manner, Consultant will use the SCO 10%.
h. Complete all eligible claims and provide City with hard copies of the claims submitted.
i. Deliver all signed claims to the SCO by specified deadlines.
j. Forward to City a copy of the Claims Transmittal signed by the SCO to acknowledge
receipt of claims.
k. Advise City of SCO issues associated with any SB 90 claims prepared and submitted by
Consultant.
I. If necessary, act as a Sacramento liaison with the SCO in desk reviews or field audits for
claims that were prepared and submitted by Consultant.
City of National City
7 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
EXHIBIT A
SERVICES TO BE PERFORMED BY CONSULTANT
New Claims — Upon written direction from City, Consultant will perform the following
professional services:
a. Prepare and submit SB 90 New Claims to the State Controller's Office (SCO), according to
the SCO issuance of New Claiming Instructions, as specified in 1) (c).
b. Advise City staff regarding reliable and defensible types of source documentation.
c. Establish a workable timeframe and plan for data to be collected by staff and submitted to
Consultant in order to submit the claims prior to the SCO deadlines.
d. Include both direct and indirect costs in SB 90 claims submitted by Consultant. Consultant
may choose to use either the SCO ten percent (10%) indirect cost rate or to calculate a
higher rate.
e. Provided that City financial records are available and delivered to Consultant in a timely
manner, Consultant will collect relevant salary and expenditure data to prepare an Indirect
Cost Rate Proposal (ICRP) for all City departments included in City's claims. If not
provided in a timely manner, Consultant will use the SCO 10%.
f. Complete all eligible claims and provide City with hard copies of the claims submitted.
g.
Deliver all signed claims to the SCO by each new claim deadline.
h. Forward to City a copy of the Claims Transmittal signed by the SCO to acknowledge
receipt of claims.
City of National City
8 — ak & company July 20, 2012
Contract Number: 13-NATIONAL CITY
EXHIBIT B
CITY'S DUTIES
City's duties in performance of this Agreement:
a. Return executed Agreement by Friday, August 31, 2012.
b. Coordinate all site visits, monitor staff activities and work with Consultant to collect and
obtain necessary records, data and documentation needed by Consultant to prepare and
submit SB 90 claims to the State Controller's Office (SCO) by the required deadlines.
c. Provide Consultant requested data either within three (3) weeks of the request or three (3)
weeks prior to the filing deadline, whichever occurs first. Data not received within this
timeframe will not be considered to be provided in a timely fashion.
d. Ensure that Annual Claims data is provided in its entirety to Consultant no later than Friday,
November 9, 2012.
e. For any New Claim Program, provide written direction to Consultant prior to Consultant
beginning the data collection and claim preparation process. City will provide such
direction to Consultant within one week of Consultant's initial notification of each New
Claim Program, upon City determination that any New Claim Program filing will provide
sufficient City reimbursement.
f. Respond to Consultant inquiries within a reasonable timeframe.
g.
Ensure Consultant is paid within 30 days following City's receipt of an original invoice and
acceptance by City of the materials, supplies and services provided by Consultant.
City of National City
9 — ak & company July 20, 2012
d(8t. company
A i -r i s A I •* 1 • /� 1!- n
3531 Kersey Lane, Suite M
Sacramento, CA 95864-1506
p. 916.972.1666
f. 916.972.1666
email: akcompany@um.att.com
INTRODUCTION 20 2 A' -I Pi: '.: C 3
ak & company's experien�r� ? �e e,.Sn the preparation of state mandated cost
reimbursement claims can pr I e h ty"of Notional City financial benefit. ak & company's
goal for every client is the timely submission of complete, accurate and defensible claims
eligible for the optimal amount of State reimbursement. ak & company utilizes a
comprehensive project plan to define the scheduled timeframes, methods, and information
necessary to support the city's claims. This process enlists the assistance of the city's
employees to yield more valid data and promote improved cooperation from city staff
members.
ak & company was established in July, 2005. The principal, ANITA KEREZSI WORLOW,
has over thirty years of city, county and special district experience. Most significantly, for the
past fifteen years Anita has been responsible for the timely submission of local government
mandated cost reimbursement claims and new market development. Additional local
government experience includes employment as a contract lobbyist representing city and
county interests, Controller for the CSAC Excess Insurance Authority, and Legislative Analyst
with the California State Association of Counties.
ak & company is based in Sacramento, the State's capital. Anita is extremely knowledgeable
about the state's legislative processes and, as a contractual benefit to the City of National
City, will provide timely information regarding legislative actions relevant to the city. She
actively participates in the Commission on State Mandates' meetings and will keep the city
informed of impending mandates and new test claims pertinent to the City of National City.
As the Consultant filing claims on behalf of the City of National City for the past five years,
Anita is well acquainted with the city staff involved in this process. She and staff from each
department affected by an eligible mandate have already developed an efficient plan for
collection of relevant data.
2011-2012: A Review
Significant activities pertaining to SB 90 mandate reimbursement occurred during the 2011-
2012 fiscal year.
• Identity Theft — This new program became eligible for reimbursement of the costs
of taking a police report and opening an investigation when an incident of Identity
Theft has occurred.
• State Controller's Field Audits — The State Controller's Office (SCO) continued to
perform field audits, typically targeted toward larger local agencies with higher
dollar mandate reimbursement claims.
• Mandate Funding — The FY 2011-2012 State Budget allocated $52M to fund
mandate programs relating to law enforcement and property taxes, while deferring
the Prop 1A-required annual payment due for pre-2004 mandate obligations.
• Commission on State Mandates (CSM) Backlog Reduction Plan — Commission
staff devised an ambitious plan to complete the current backlog of both test claims
and incorrect reduction claims (IRCs) by the end of the 2013 calendar year.
City of National City 1 —ak & company July 20, 2012
2012-2013: A Look Ahead
• Mandate Funding — The adopted budget contains over $50M in funding to pay for
law -enforcement and tax administration mandates. Exhibit A details reimbursable
programs for FY 2011-2012 filings due on February 15, 2013.
• Suspended Mandates — The adopted budget continues suspension of programs
previously suspended in the FY 2011-2012 budget, and also suspends certain
reimbursable requirements of the Brown Act.
• New Mandates — Pending Parameters and Guidelines (Ps and Gs) — Exhibit B
identifies five approved Test Claims for which Ps & Gs are pending development.
Once these Ps & Gs are approved, Claiming Instructions will be released and ak &
company will provide a summary for each new program.
o California Public Records Act — Scheduled for September CSM
Hearing; when approved, FY 2002-2003 through FY 2011-12 claims will
be due to the SCO in the spring of 2013.
• New Mandates — Pending Test Claims — Exhibit B also includes twenty-one local
agency Test Claims pending before the CSM. While it is certain that not all of
these Test Claims will become reimbursable mandates, undoubtedly some will
emerge as new SB 90 claims during FY 2012-2013.
PRODUCTS AND SERVICES INCLUDED IN THIS PROPOSAL
The primary focus of ak & company is the timely filing of accurate state mandated cost claims
on behalf of the City of National City in order to optimize reimbursement and avoid any late
penalties.
ak & company will file all eligible mandated cost reimbursement claims included in Claiming
Instructions issued during FY 2012-2013. These include the Annual Claims - Exhibit A and
any New Claims — Exhibit B (for eligible years for which supporting documentation is
available). ak & company will also keep the city informed of impending mandates and new
test claims pertinent to the City of National City. This proposal does not include services
pertaining to submission of prior year late claims.
LOCATION AND DELIVERY OF SERVICES
Once a contractual agreement is executed with ak & company, Anita and the city's
designated SB 90 coordinator will schedule a date and time for an on -site visit. During that
visit, Anita will discuss eligible mandates with the city's coordinator and establish a mutually
agreed upon timeframe within which designated department staff will provide all requested
data to ak & company. Anita will then work directly with staff within each department and
apprise the city's SB 90 coordinator of progress made. Once all requested data has been
received, ak & company will complete claims preparation work in Sacramento, with additional
telephone, e-mail and fax correspondence with City of National City staff as necessary.
Upon completion of SB 90 claims for the city, Anita will forward the claims to the city's SB 90
coordinator for review and signature. A copy of each claim will be included for the city's files.
When the FAM-27 signature pages are returned, not later than 5 working days before the
filing deadline, Anita will deliver the signed claims to the SCO to ensure timely submission.
Once she has received the signed Claims Transmittal from the SCO, Anita will forward a
copy to the city's SB 90 Coordinator to evidence submission of the city's claims.
City of National City
2 — ak & company July 20, 2012
PROPOSED WORK PLAN
ak & company's proposed work plan for the City of National City is intended to be proactive
and methodical. Cities that identify and track their mandated activities throughout the fiscal
year receive fewer claim reductions and inquiries from SCO Auditors. Clients are best served
when data and documents are provided to ak & company by the agreed upon schedule. ak &
company's approach to all claims included in the proposed Agreement is as follows:
• Schedule at least one site visit per year to discuss eligible programs with the city's
SB 90 Coordinator and conduct meetings with individual departments affected by
each mandate.
• Establish a workable timeframe and plan for data to be collected by staff and
submitted to ak & company in order to submit the claims prior to the claiming
deadline.
• Advise the city's SB 90 coordinator and department staff regarding reliable and
defensible types of source documentation.
• Collect relevant salary and expenditure data to prepare an Indirect Cost Rate
Proposal (ICRP) for all departments included in the city's claims.
• Complete all eligible claims and provide the city with hard copies of the claims
submitted.
• Deliver all signed claims to the State Controller's Office.
• Forward to the city's SB 90 coordinator a copy of the Claims Transmittal signed by
the SCO to acknowledge receipt of claims.
• If necessary, act as a Sacramento liaison with the SCO in desk reviews or field
audits for claims that were prepared and submitted by ak & company.
ak & company's approach to any New Claims will involve this same process, with additional
steps:
• Provide immediate notification to the SB 90 Coordinator and affected departmental
personnel once Parameters and Guidelines have been approved by the
Commission on State Mandates.
• Notify these individuals once the SCO has issued program Claiming Instructions
and provide a program summary of the Claiming Instructions.
• Upon written direction from the city's SB 90 coordinator to proceed, begin the data
collection process to prepare and submit claims.
PROPOSED TERM OF AGREEMENT
The term of the agreement referenced in this proposal shall commence on July 1, 2012 and
shall terminate on September 30, 2013. The agreement may be extended by mutual written
consent of the parties for two consecutive one-year periods.
PROPOSAL CLOSING DATE
Proposal products, services, term and fees are valid until Friday, August 31, 2012.
City of National City
3 — ak & company July 20, 2012
PROFESSIONAL FEES
FEE FOR ANNUAL AND AMENDED CLAIMS
ak & company will complete each element of this proposal as it relates to the FY 2011-2012
Annual Claims due on February 15, 2013 for a Fixed Fee of six thousand eight hundred
($6800). This includes all fees and expenses incurred in the claim preparation process when
data is provided within the established timeframe. Any additional time required because data
is not provided to ak & company pursuant to the agreed upon timeframe or is inaccurate or
incomplete shall be invoiced at a weekly rate of $250.
METHOD OF PAYMENT — ANNUAL AND AMENDED CLAIMS
ak & company will invoice the City of National City for all work proposed in two equal
installments: The first following execution of the Agreement and the second in March, 2013
following the filing of the Annual Claims.
FEE FOR NEW CLAIMS
ak & company will complete each element of this proposal as it relates to any New Claims for
which Claiming Instructions are issued during FY 2012-2013 based on each program. For
each New Claim Program for which claims are prepared, compensation will consist of a Flat
Fee of $1,750 for the first three back years of program filings, and an additional $175 per
year for each additional back year filing.
METHOD OF PAYMENT — NEW CLAIMS
ak & company will invoice the City of National City in full for all work completed for each New
Claim following each filing deadline.
Thank you for your consideration of this proposal for the City of National City.
If this Proposal and terms of the Agreement are acceptable to the City of National City,
please sign and return one copy of the enclosed Agreement to ak & company by Friday,
August 31, 2012.
ANITA KEREZSI WORLOW
ak & company
3531 Kersey Lane, Suite M
Sacramento, CA 95864
Phone: 916 972 1666
Fax: 916 972 1666
Email: akcompany@um.att.com
City of National City
4 — ak & company July 20, 2012
REIMBURSABLE STATE MANDATED COST PROGRAMS - CITIES - JUNE 30, 2012
PROGRAM
NUMBER
PROGRAM NAME
246
ADMINISTRATIVE LICENSE SUSPENSION
310
CRIME STATISTICS REPORTS FOR THE DEPARTMENT OF JUSTTICE
262
CRIME VICTIM'S DOMESTIC VIOLENCE INCIDENT REPORTS
274
DOMESTIC VIOLENCE ARRESTS AND VICTIM ASSISTANCE
167
DOMESTIC VIOLENCE ARREST POLICIES AND STANDARDS
197
HEALTH BENEFITS FOR SURVIVORS OF PEACE OFFICERS AND FIREFIGHTERS
321
IDENTITY THEFT REPORTS
298
LOCAL GOVERNMENT EMPLOYEE RELATIONS (PERB)
219
OPEN MEETINGS ACT/BROWN ACT REFORM
264
PEACE OFFICER PERSONNEL RECORDS: UNFOUNDED COMPLAINTS AND
DISCOVERY
187
PEACE OFFICERS PROCEDURAL BILL OF RIGHTS
127
RAPE VICTIMS COUNSELING CENTER NOTICES
163
THREATS AGAINST PEACE OFFICERS
ak & company - EXHIBIT A -
5/5/2012
NEW/FIRST TIME CLAIMS: PENDING CSM PARAMETERS AND GUIDELINES:
INTERAGENCY CHILD ABUSE AND NEGLECT INVESTIGATION REPORTS (County of Los Angeles)
CALIFORNIA PUBLIC RECORDS ACT (County of Los Angeles 8. Riverside Unified School District)
TUBERCULOSIS CONTROL (County of Santa Clara)
PEACE OFFICERS PROCEDURAL BILL OF RIGHTS 1I (City of Newport Beach)
DISCHARGE OF STORMWATER RUNOFF (County of San Diego)
PENDING TEST CLAIMS:
RESERVE PEACE OFFICER TRAINING (City of Kingsburg)
JUVENILE OFFENDER TREATMENT PROGRAM COURT PROCEEDINGS (County of Los Angeles)
ACCOUNTING FOR LOCAL REVENUE REALIGNMENTS (County of Los Angeles)
COUNTY FORMATION COST RECOVERY (County of Santa Barbara)
LOCAL AGENCY ETHICS (AB 1234) (City of Newport Beach)
PUBLIC GUARDIANSHIP OMNIBUS CONSERVATORSHIP REFORM (County of Los Angeles)
GENERAL HEALTH CARE SERVICES FOR INMATES (County of Orange)
STATE AUTHORIZED RISK OF ASSESSMENT TOOL FOR SEX OFFENDERS (County of Los Angeles)
MEDI-CAL ELIGIBILITY OF JUVENILE OFFENDERS (County of Alameda)
SHERIFF COURT -SECURITY SERVICES (County of Los Angeles)
SANTA ANA REGIONAL WATER PERMIT - ORANGE COUNTY (County of Orange and the Cites of
Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Fountain Valley, Fullerton, Huntington
Beach, Irvine, Lake Forest, Newport Beach, Placentia, Seal Beach and Villa Park)
MUNICIPAL REGIONAL STORMWATER PERMIT - SAN MATEO COUNTY (City of Brisbane)
MUNICIPAL REGIONAL STORMWATER PERMIT - ALAMEDA COUNTY (City of Alameda)
MUNICIPAL REGIONAL STORMWATER PERMIT - SANTA CLARA COUNTY (County of Santa Clara)
MUNICIPAL REGIONAL STORMWATER PERMIT -MUNICIPAL OPERATIONS (C.2)- CITY OF SAN JOSE
(City of San Jose)
SANTA ANA REGIONAL WATER PERMIT - RIVERSIDE COUNTY (County of Riverside, and the Cities
of Beaumont, Corona, Hemet, Lake Elsinore, Moreno Valley, Perris and San Jacinto)
POST ELECTION MANUAL TALLY (PEMT) (County of Santa Barbara)
SANTA ANA REGION WATER PERMIT - SAN BERNARDINO COUNTY (County of San Bernardino,
and the Cities of Big Bear Lake, Chino, Chino Hills, Colton, Fontona, Highland, Montclair,
Ontario and Rancho Cucamonga)
SAN DIEGO REGION WATER PERMIT - ORANGE COUNTY (County of Orange and the Cities of
Dana Point, Laguna Hills, Laguna Niguel, Lake Forest, Mission Viejo and San Juan
Capistrano)
LOS ANGELES REGION WATER PERMIT - VENTURA COUNTY (County of Ventura)
SAN DIEGO REGION WATER PERMIT - RIVERSIDE COUNTY (County of Riverside and the Cities of
Murrieta, Temecula and Wildomar)
ak & company
-EXHIBIT B- pik - 4/30/12
OFFICE OF THE CITY CLERK
1243 National City Blvd.
National City, California 91950
Michael R. Dalla, CMC - City Clerk
619-336-4228 phone / 619-336-4229 fax
October 18, 2012
Ms. Anita Kerersi Worlow
ak & company
3531 Kersey Lane, Suite M
Sacramento, CA 95864
Dear Ms. Kerersi Worlow,
On September 26th, 2012, an Agreement was entered between the City of National City
and ak & company.
We are enclosing for your records a fully executed original Agreement.
Michael R. Dalla, CMC
City Clerk
Enclosure
cc: Stacey Stevenson, Director of Administrative Services
Docket Number:
REQUEST FOR LEGAL SERVICES
Date: October 8, 2012
From: Stacey Stevenson, Director of Administrative Services
Ext. No.: x4308
Subject: Review and Sign Off of Agreement with ak & company
Deadline: October 15
SERVICE REQUESTED:
Opinion Letter
❑ Documents for Review and Comment
I Document(s)/Agreement(s) for Signature
❑ Prepare Documents
❑ Initiate Legal Proceedings — Civil
❑ File Criminal Complaint
❑ Other:
EXPLANATION:
This is an annual agreement. The format is the same as previous years. I was directed
to sign on behalf of the City by the City Manager. She signed it last year but in previous
years it was signed by the Finance Director. There was no Finance Director here last
year.