HomeMy WebLinkAbout2014 CON AK Company - Consulting Services SB 90AGREEMENT
BY AND BETWEEN
THE CITY OF NATIONAL CITY
AND
AK & COMPANY
THIS AGREEMENT is entered into this 29th day of August, 2014, by and between the
CITY OF NATIONAL CITY, a municipal corporation (the "CITY"), and ak & company (the
"CONSULTANT").
RECITALS
WHEREAS, 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.
WHEREAS, the CITY has determined that hiring a consultant to prepare and file
mandated cost reimbursement ("SB 90") claims is the most cost effective and efficient method
to complete this process.
WHEREAS, the CITY desires to employ a CONSULTANT to collect data and prepare
and submit SB 90 claims to the State of Califomia.
WHEREAS, the CITY has determined that the CONSULTANT is qualified by
experience and ability to perform the services desired by the CITY, and the CONSULTANT is
willing to perform such services.
NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS
FOLLOWS:
1. ENGAGEMENT OF CONSULTANT. The CITY agrees to engage the
CONSULTANT, and the CONSULTANT agrees to perform the services set forth here in
accordance with all terms and conditions contained herein.
The CONSULTANT represents that all services shall be performed directly by
the CONSULTANT or under direct supervision of the CONSULTANT.
2. SCOPE OF SERVICES. The CONSULTANT shall prepare and file SB 90
claims services as set forth in the attached Exhibit "A" in addition to the following services:
A. Prepare and submit FY 2013-2014 SB 90 Annual Claims to the State
Controller's Office (SCO), according to the SCO FY 2013-2014 Annual Claiming Instructions,
by February 17, 2015; and
B. If necessary, prepare and submit SB 90 Amended Claims to the SCO by
February 17, 2015; and
C. Prepare and submit SB 90 New Claims according to Claiming
Instructions issued during FY 2014-2015. New Claims are those with a claim due date other
than February 17, 2015.
The CONSULTANT shall inform the Project Coordinator of the data and
documentation necessary for timely claims submission. The CONSULTANT will presume that
all data provided by the CITY is correct and complete. The CONSULTANT shall be responsible
for all research and reviews related to the work and shall not rely on personnel of the CITY for
such services, except as authorized in advance by the CITY. The CONSULTANT shall appear at
meetings to keep staff and City Council advised of the progress on the Project.
The CITY may unilaterally, or upon request from the CONSULTANT,
from time to time reduce or increase the Scope of Services to be performed by the
CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT agree
to meet in good faith and confer for the purpose of negotiating a corresponding reduction or
increase in the compensation associated with said change in services.
Preparation of Incorrect Reduction Claims is not included in the Scope of
Services.
3. CITY'S DUTIES. The CITY shall cooperate with the Consultant in the
performance of this Agreement as set forth in the attached Exhibit `B". CITY agrees to be
responsible for the accuracy of the data provided to the CONSULTANT. The CITY shall
provide Consultant -requested data within three (3) weeks of the CITY'S receipt of a written
request for such data from the CONSULTANT.
4. PROJECT COORDINATION AND SUPERVISION. The Director of Finance
is designated as the Project Coordinator for the CITY and will monitor the progress and
execution of this Agreement. The CONSULTANT shall assign a single Project Director to
provide supervision and have overall responsibility for the progress and execution of this
Agreement for the CONSULTANT. Anita Kerersi is designated as the Project Director for the
CONSULTANT.
5. COMPENSATION AND PAYMENT. The compensation for the
CONSULTANT shall be a fixed fee of seven thousand dollars ($7,000). The fee shall be payable
in two equal installments: three thousand five hundred dollars ($3,500) shall be remitted within
thirty (30) business days from receipt of an invoice following the execution of this Agreement;
three thousand five hundred dollars ($3,500) shall be remitted within thirty (30) business days
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from receipt of an invoice following the filing of the Annual Claims, provided that work is
accomplished consistent with Exhibit "A", as determined by the CITY.
CITY will pay CONSULTANT an additional fee of three hundred fifty dollars
($350) per week or portion thereof for data received by CONSULTANT from the CITY after the
agreed upon deadline, provided that the CITY receives a written request for such data from the
CONSULTANT at least three (3) weeks prior to such deadline. The CONSULTANT shall
maintain all books, documents, papers, employee timesheets, accounting records, and other
evidence pertaining to costs incurred, and shall make such materials available at its office at all
reasonable times during the term of this Agreement and for three (3) years from the date of final
payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the
CITY, if requested.
6. ACCEPTABILITY OF WORK. The CITY shall decide any and all questions
which may arise as to the quality or acceptability of the services performed and the manner of
performance, the acceptable completion of this Agreement, and the amount of compensation due.
In the event the CONSULTANT and the CITY cannot agree to the quality or acceptability of the
work, the manner of performance and/or the compensation payable to the CONSULTANT in this
Agreement, the CITY or the CONSULTANT shall give to the other written notice. Within ten
(10) business days, the CONSULTANT and the CITY shall each prepare a report which supports
their position and file the same with the other party. The CITY shall, with reasonable diligence,
determine the quality or acceptability of the work, the manner of performance and/or the
compensation payable to the CONSULTANT.
7. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement
will become effective on October 1, 2014. The duration of this Agreement is for the period of
October 1, 2014 through September 30, 2015. Completion dates or time durations for specific
portions of the Project are set forth in Exhibit "A".
8. WAIVER OF SUBMISSION OF CLAIMS. The CITY may waive submission
of claims pursuant to the specific services listed in Section 2A, 2B, and 2C of this Agreement. At
the CITY'S discretion, and pursuant to a specific State Claiming Instruction, the CITY may
instruct CONSULTANT not to file a specific claim or claims. The CITY must provide the
instruction, in writing, to the CONSULTANT at least thirty (30) business days prior to the due
date of the claim, provided that the CITY receives written notice from the CONSULTANT at
least sixty (60) business days prior to the due date of such claim.
CITY will expect CONSULTANT to file any pertinent claim that meets the
minimum limit set by the State.
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If a submission of claims is waived, the CITY shall pay the CONSULTANT for
all work completed prior to the date of the waiver. The CONSULTANT shall be paid at the rate
of one hundred fifty dollars ($150) an hour. In no event shall this payment exceed three thousand
five hundred dollars ($3,500).
9. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Claims,
Amended Claims, Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other
documents prepared by the CONSULTANT for this Project, whether paper or electronic, shall
become the property of the CITY for use with respect to this Project, and shall be turned over to
the CITY upon completion of the Project, or any phase thereof, as contemplated by this
Agreement.
Contemporaneously with the transfer of documents, the CONSULTANT hereby
assigns to the CITY, and CONSULTANT thereby expressly waives and disclaims any copyright
in, and the right to reproduce, all written material, drawings, plans, specifications, or other work
prepared under this Agreement, except upon the CITY' S prior authorization regarding
reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT
shall, upon request of the CITY, execute any further document(s) necessary to further effectuate
this waiver and disclaimer.
The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce,
modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT'S
written work product for the CITY'S purposes, and the CONSULTANT expressly waives and
disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to
intellectual property and artistic works.
Any modification or reuse by the CITY of documents, drawings, or specifications
prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 9,
but only with respect to the effect of the modification or reuse by the CITY, or for any liability to
the CITY should the documents be used by the CITY for some project other than what was
expressly agreed upon within the Scope of this project, unless otherwise mutually agreed.
10. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of
this Agreement will be acting in an independent capacity and not as agents, employees, partners,
or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT'S
employees are employees of the CITY, and are not entitled to any of the rights, benefits, or
privileges of the CITY'S employees, including but not limited to retirement, medical,
unemployment, or workers' compensation insurance.
This Agreement contemplates the personal services of the CONSULTANT and
the CONSULTANT'S employees, and it is recognized by the parties that a substantial
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inducement to the CITY for entering into this Agreement was, and is, the professional reputation
and competence of the CONSULTANT and its employees. Neither this Agreement nor any
interest herein may be assigned by the CONSULTANT without the prior written consent of the
CITY. Nothing herein contained is intended to prevent the CONSULTANT from employing or
hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem
necessary for the proper and efficient performance of this Agreement. All agreements by
CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to
adhere to the applicable terms of this Agreement.
11. CONTROL. Neither the CITY nor its officers, agents, or employees shall have
any control over the conduct of the CONSULTANT or any of the CONSULTANT'S employees,
except as herein set forth, and the CONSULTANT or the CONSULTANT'S agents, servants, or
employees are not in any manner agents, servants, or employees of the CITY, it being
understood that the CONSULTANT its agents, servants, and employees are as to the CITY
wholly independent CONSULTANT, and that the CONSULTANT'S obligations to the CITY
are solely such as are prescribed by this Agreement.
12. COMPLIANCE WITH APPLICABLE LAW. The CONSULTANT, in the
performance of the services to be provided herein, shall comply with all applicable state and
federal statutes and regulations, and all applicable ordinances, rules, and regulations of the City
of National City, whether now in force or subsequently enacted. The CONSULTANT and each
of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business
license prior to and during performance of any work pursuant to this Agreement.
13. LICENSES, PERMITS, ETC. The CONSULTANT represents and covenants
that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally
required to practice its profession. The CONSULTANT represents and covenants that the
CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of
this Agreement, any license, permit, or approval which is legally required for the
CONSULTANT to practice its profession.
14. STANDARD OF CARE.
A. The CONSULTANT, in performing any services under this Agreement,
shall perform in a manner consistent with that level of care and skill ordinarily exercised by
members of the CONSULTANT'S trade or profession currently practicing under similar
conditions and in similar locations. The CONSULTANT shall take all special precautions
necessary to protect the CONSULTANT'S employees and members of the public from risk of
harm arising out of the nature of the work and/or the conditions of the work site.
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B. Unless disclosed in writing prior to the date of this Agreement, the
CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years
preceding, been debarred by a governmental agency or involved in debarment, arbitration or
litigation proceedings concerning the CONSULTANT'S professional performance or the
furnishing of materials or services relating thereto.
C. The CONSULTANT is responsible for identifying any unique products,
treatments, processes or materials whose availability is critical to the success of the project the
CONSULTANT has been retained to perform, within the time requirements of the CITY, or,
when no time is specified, then within a commercially reasonable time. Accordingly, unless the
CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all
products, materials, processes or treatments identified in the project documents prepared for the
CITY are reasonably commercially available. Any failure by the CONSULTANT to use due
diligence under this sub -paragraph will render the CONSULTANT liable to the CITY for any
increased costs that result from the CITY'S later inability to obtain the specified items or any
reasonable substitute within a price range that allows for project completion in the time frame
specified or, when not specified, then within a commercially reasonable time.
15. NON-DISCRIMINATION PROVISIONS. The CONSULTANT shall not
discriminate against any employee or applicant for employment because of age, race, color,
ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or
medical condition. The CONSULTANT will take positive action to insure that applicants are
employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation,
marital status, national origin, physical handicap, or medical condition. Such action shall include
but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and
selection for training, including apprenticeship. The CONSULTANT agrees to post in
conspicuous places available to employees and applicants for employment any notices provided
by the CITY setting forth the provisions of this non-discrimination clause.
16. CONFIDENTIAL INFORMATION. The CITY may from time to time
communicate to the CONSULTANT certain confidential information to enable the
CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT
shall treat all such information as confidential and shall not disclose any part thereof without the
prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of
such information, even within its own organization, to the extent necessary to perform the
services to be provided herein. The foregoing obligation of this Section 16, however, shall not
apply to any part of the information that (i) has been disclosed in publicly available sources of
information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly
available sources of information; (iii) is already in the possession of the CONSULTANT without
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any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the
CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has
been or is rightfully authorized by that third party.
The CONSULTANT shall not disclose any reports, recommendations,
conclusions or other results of the services or the existence of the subject matter of this
Agreement without the prior written consent of the CITY. In its performance hereunder, the
CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting
the information or other property of any other person, firm or corporation.
CONSULTANT shall be liable to CITY for any damages caused by breach of this
condition, pursuant to the provisions of Section 16.
17. INDEMNIFICATION AND HOLD HARMLESS. The CONSULTANT
agrees to defend, indemnify and hold harmless the City of National City, its officers and
employees, against and from any and all liability, loss, damages to property, injuries to, or death
of any person or persons, and all claims, demands, suites, actions, proceedings, reasonable
attorneys' fees, and defense costs, of any kind or nature, including workers' compensation
claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT'S
performance or other obligations under this Agreement; provided, however, that this
indemnification and hold harmless shall not include any claims or liability arising from the
established sole negligence or willful misconduct of the City, its agents, officers, or employees.
The indemnity, defense, and hold harmless obligations contained herein shall survive the
termination of this Agreement for any alleged or actual omission, act, or negligence under this
Agreement that occurred during the term of this Agreement. Notwithstanding the language
above, the CONSULTANT will not be liable for unified or late claims resulting from data not
provided by the agreed upon deadlines, provided that the CITY received a written request for
such data from the CONSULTANT at least three (3) weeks prior to such deadline.
The CONSULTANT will not be liable for consequential, special, indirect, or
punitive damages.
18. AUDIT. In the event of an audit, the CONSULTANT shall provide workpapers
and records to SCO auditors. Any State disallowance of amounts paid to the CITY under any
claim for whatever reason is the CITY'S responsibility. Upon request by the CITY,
CONSULTANT shall assist CITY in defending claims at the desk audit level, provided such a
disallowance amounts to at least ten percent (10%) of the full claim amount. If travel is required,
the CITY shall reimburse the CONSULTANT for travel expenses and mileage at the CITY's rate
in effect at the time of the travel, provided the travel is approved by the CITY prior to the travel.
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19. WORKERS' COMPENSATION. The CONSULTANT shall comply with all
of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of
California, the applicable provisions of Division 4 and 5 of the California Government Code and
all amendments thereto; and all similar State or federal acts or laws applicable; and shall
indemnify, and hold harmless the CITY and its officers, and employees from and against all
claims, demands, payments, suits, actions, proceedings, and judgments of every nature and
description, including reasonable attorney's fees and defense costs presented, brought or
recovered against the CITY or its officers, employees, or volunteers, for or on account of any
liability under any of said acts which may be incurred by reason of any work to be performed by
the CONSULTANT under this Agreement.
20. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase
and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and
maintain throughout the term of this Agreement, the following checked insurance policies:
A. ❑ If checked, Professional Liability Insurance (errors and
omissions) with minimum limits of $1,000,000 per occurrence.
B. Automobile Insurance covering all bodily injury and property damage
incurred during the performance of this Agreement, with a minimum coverage of $1,000,000
combined single limit per accident. Such automobile insurance shall include owned, non -owned,
and hired vehicles ("any auto"). The policy shall name the CITY and its officers, agents and
employees as additional insureds, and a separate additional insured endorsement shall be
provided.
C. Commercial General Liability Insurance, with minimum limits of
$2,000,000 per occurrence and $4,000,000 aggregate, covering all bodily injury and property
damage arising out of its operations under this Agreement. The policy shall name the CITY and
its officers, agents and employees as additional insureds, and a separate additional insured
endorsement shall be provided. The general aggregate limit must apply solely to this "project"
or "location".
D. Workers' Compensation Insurance in an amount sufficient to meet
statutory requirements covering all of CONSULTANT'S employees and employers' liability
insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed
with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to
commencement of work under this Agreement.
If CONSULTANT has no employees subject to the California Workers'
Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said
Declaration shall be provided to CONSULTANT by CITY.
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E. The aforesaid policies shall constitute primary insurance as to the CITY,
its officers, employees, and volunteers, so that any other policies held by the CITY shall not
contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior
written notice to the CITY of cancellation or material change.
F. If required insurance coverage is provided on a "claims made" rather than
"occurrence" form, the CONSULTANT shall maintain such insurance coverage for three years
after expiration of the term (and any extensions) of this Agreement. In addition, the "retro" date
must be on or before the date of this Agreement.
G. Insurance shall be written with only California admitted companies that
hold a current policy holder's alphabetic and financial size category rating of not less than A VIII
according to the current Best's Key Rating Guide, or a company equal financial stability that is
approved by the CITY' S Risk Manager. In the event coverage is provided by non -admitted
"surplus lines" carriers, they must be included on the most recent California List of Eligible
Surplus Lines Insurers (LESLI list) and otherwise meet rating requirements.
H. This Agreement shall not take effect until certificate(s) or other sufficient
proof that these insurance provisions have been complied with, are filed with and approved by
the CITY' S Risk Manager. If the CONSULTANT does not keep all of such insurance policies in
full force and effect at all times during the terms of this Agreement, the CITY may elect to treat
the failure to maintain the requisite insurance as a breach of this Agreement and terminate the
Agreement as provided herein.
I. All deductibles and self -insured retentions in excess of $10,000 must be
disclosed to and approved by the CITY.
21. LEGAL FEES. If any party brings a suit or action against the other party arising
from any breach of any of the covenants or agreements or any inaccuracies in any of the
representations and warranties on the part of the other party arising out of this Agreement, then
in that event, the prevailing party in such action or dispute, whether by final judgment or out -of -
court settlement, shall be entitled to have and recover of and from the other party all costs and
expenses of suit, including attorneys' fees.
For purposes of determining who is to be considered the prevailing party, it is
stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall not
be considered in determining the amount of the judgment or award. Attorney's fees to the
prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney's
fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual
amount of attorney's fees incurred by the prevailing party.
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22. MEDIATION/ARBITRATION. If a dispute arises out of or relates to this
Agreement, or the breach thereof, the parties agree first to try, in good faith, to settle the dispute
by mediation in San Diego, California, in accordance with the Commercial Mediation Rules of
the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of
mediation shall be borne equally by the parties. Any controversy or claim arising out of, or
relating to, this Agreement, or breach thereof, which is not resolved by mediation shall be settled
by arbitration in San Diego, California, in accordance with the Commercial Arbitration Rules of
the AAA then existing. Any award rendered shall be final and conclusive upon the parties, and a
judgment thereon may be entered in any court having jurisdiction over the subject matter of the
controversy. The expenses of the arbitration shall be borne equally by the parties to the
arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence
and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof
against a specified party as part of the arbitration award.
23. TERMINATION.
A. This Agreement may be terminated with or without cause by the CITY.
Termination without cause shall be effective only upon 30-day's written notice to the
CONSULTANT. During said 30-day period the CONSULTANT shall perform all services in
accordance with this Agreement.
B. This Agreement may also be terminated immediately by the CITY for
cause in the event of a material breach of this Agreement, misrepresentation by the
CONSULTANT in connection with the formation of this Agreement or the performance of
services, or the failure to perform services as directed by the CITY.
C. Termination with or without cause shall be effected by delivery of written
Notice of Termination to the CONSULTANT as provided for herein.
D. In the event of termination, all finished or unfinished Claims, Amended
Claims, Memoranda Reports, Maps, Drawings, Plans, Specifications and other documents
prepared by the CONSULTANT, whether paper or electronic, shall immediately become the
property of and be delivered to the CITY, and the CONSULTANT shall be entitled to receive
just and equitable compensation for any work satisfactorily completed on such documents and
other materials up to the effective date of the Notice of Termination, not to exceed the amounts
payable hereunder, and less any damages caused the CITY by the CONSULTANT'S breach, if
any. Thereafter, ownership of said written material shall vest in the CITY all rights set forth in
Section 9.
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E. The CITY further reserves the right to immediately terminate this
Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a
reorganization of the CONSULTANT for the benefit of creditors; or (3) a business
reorganization, change in business name or change in business status of the CONSULTANT.
24. NOTICES. All notices or other communications required or permitted hereunder
shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express
or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or
sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex,
telecopy, facsimile or fax; and shall be deemed received upon the earlier of (i) if personally
delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by
overnight mail, the business day following its deposit in such overnight mail facility, (iii) if
mailed by registered, certified or ordinary mail, five (5) days (ten (10) days if the address is
outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or
other like facility regularly maintained by the United States Postal Service, (iv) if given by
telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given
by telex, telecopy, facsimile or fax, when sent. Any notice, request, demand, direction or other
communication delivered or sent as specified above shall be directed to the following persons:
To CITY: Director of Finance
City of National City
1243 National City Boulevard
National City, CA 91950-4301
To CONSULTANT:
Anita Kerersi, Principal
ak & company
3531 Kersey Lane, Suite M
Sacramento, CA 95864
Notice of change of address shall be given by written notice in the manner
specified in this Section. Rejection or other refusal to accept or the inability to deliver because of
changed address of which no notice was given shall be deemed to constitute receipt of the notice,
demand, request or communication sent. Any notice, request, demand, direction or other
communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within forty-
eight (48) hours by letter mailed or delivered as specified in this Section.
25. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform
services of any kind for any person or entity whose interests conflict in any way with those of the
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City of National City. The CONSULTANT also agrees not to specify any product, treatment,
process or material for the project in which the CONSULTANT has a material financial interest,
either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall
at all times comply with the terms of the Political Reform Act and the National City Conflict of
Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its
official position to influence in any way any matter coming before the CITY in which the
CONSULTANT has a financial interest as defined in Government Code Section 87103. The
CONSULTANT represents that it has no knowledge of any financial interests that would require
it to disqualify itself from any matter on which it might perform services for the CITY.
❑ If checked, the CONSULTANT shall comply with all of the reporting
requirements of the Political Reform Act and the National City Conflict of Interest Code.
Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City
Clerk of the City of National City in a timely manner on forms which the CONSULTANT shall
obtain from the City Clerk.
The CONSULTANT shall be strictly liable to the CITY for all damages, costs or
expenses the CITY may suffer by virtue of any violation of this Paragraph 22 by the
CONSULTANT.
26. PREVAILING WAGES. State prevailing wage rates may apply to work
performed under this Agreement. State prevailing wages rates apply to all public works contracts
as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2,
1720.3, 1720.4, and 1771. CONSULTANT is solely responsible to determine if State prevailing
wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules,
and regulations.
27. MISCELLANEOUS PROVISIONS.
A. Computation of Time Periods. If any date or time period provided for in
this Agreement is or ends on a Saturday, Sunday or federal, state or legal holiday, then such date
shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a
Saturday, Sunday or federal, state, or legal holiday.
B. Counterparts. This Agreement may be executed in multiple counterparts,
each of which shall be deemed an original, but all of which, together, shall constitute but one and
the same instrument.
C. Captions. Any captions to, or headings of, the sections or subsections of
this Agreement are solely for the convenience of the parties hereto, are not a part of this
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Agreement, and shall not be used for the interpretation or determination of the validity of this
Agreement or any provision hereof.
D. No Obligations to Third Parties. Except as otherwise expressly provided
herein, the execution and delivery of this Agreement shall not be deemed to confer any rights
upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.
E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are
hereby incorporated herein by this reference for all purposes.
F. Amendment to this Agreement. The terms of this Agreement may not be
modified or amended except by an instrument in writing executed by each of the parties hereto.
G. Waiver. The waiver or failure to enforce any provision of this Agreement
shall not operate as a waiver of any future breach of any such provision or any other provision
hereof.
H. Applicable Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of California.
I. Audit. If this Agreement exceeds ten -thousand dollars ($10,000), the
parties shall be subject to the examination and audit of the State Auditor for a period of three (3)
years after final payment under the Agreement, per Government Code Section 8546.7.
J. Entire Agreement. This Agreement supersedes any prior agreements,
negotiations and communications, oral or written, and contains the entire agreement between the
parties as to the subject matter hereof. No subsequent agreement, representation, or promise
made by either party hereto, or by or to an employee, officer, agent or representative of any party
hereto shall be of any effect unless it is in writing and executed by the party to be bound thereby.
K. Successors and Assigns. This Agreement shall be binding upon and shall
inure to the benefit of the successors and assigns of the parties hereto.
L. Construction. The parties acknowledge and agree that (i) each party is of
equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and
negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity
to consult with its own, independent counsel and such other professional advisors as such party
has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv)
each party and such party's counsel and advisors have reviewed this Agreement, (v) each party
has agreed to enter into this Agreement following such review and the rendering of such advice,
and (vi) any rule or construction to the effect that ambiguities are to be resolved against the
2014 Agreement 13 City of National City
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drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or
any amendments hereto.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date
and year first above written.
CITY OF NATIONAL CITY AK & COMP
B
By:
Leslie Deese, City Manager
APPROVED AS TO FORM:
tua Silva
Anita Kerersi
Principal
2014 Agreement 14 City of National City
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EXHIBIT A
SERVICES TO BE PERFORMED BY CONSULTANT
NEW CLAIMS - 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 Section
2C.
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. 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 the required information is not provided by the CITY within three (3)
weeks of a written request for such information from the CONSULTANT,
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. Provide to CITY a copy of the Claims Transmittal signed by the SCO to acknowledge
receipt of claims.
ANNUAL AND AMENDED CLAIMS - CONSULTANT will perform the following
professional services:
a. By February 17, 2015, prepare and submit FY 2013-14 SB 90 Annual Claims to the
State Controller's Office (SCO), according to the SCO FY 2013-14 Annual Claiming
Instructions, as specified in Section 2A.
b. Prepare and submit amended SB 90 claims, as necessary, to the State Controller's
Office (SCO), as specified in Section 2B.
2014 Agreement 15 City of National City
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c. Schedule a Fall site visit to discuss eligible programs with CITY'S Project
Coordinator, and conduct meetings with individual departments affected by each
reimbursable mandate program.
d. Advise CITY staff regarding reliable and defensible types of source documentation.
e. 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.
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•
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
the required information is not provided by the CITY within three (3) weeks of a
written request for such information from the CONSULTANT, 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. Provide 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.
1. 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.
2014 Agreement 16 City of National City
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EXHIBIT B
CITY'S DUTIES
CITY' S duties in performance of this AGREEMENT:
a. 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.
b. Provide to Consultant all necessary data within three (3) weeks of CITY'S receipt of
a written request for such data from the CONSULTANT.
c. Ensure that Annual Claims data is provided in its entirety to Consultant no later than
Friday, November 7, 2014.
d. Return signed FAM-27 signature pages no later than five (5) working days before any
filing deadline, provided that the CITY receives a written request for such signature
pages from the CONSULTANT at least ten (10) business days prior to any such
deadline.
e. Respond to CONSULTANT'S inquiries regarding data collection within a reasonable
timeframe.
2014 Agreement 17 City of National City
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OZ3AL CI-
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CITY OF NATIONAL CITY
Office of the City Clerk
1243 National City Blvd., National City, California 91950
619-336-4228 phone / 619-336-4229 fax
Michael R. Dalla, CMC - City Clerk
AK & COMPANY
Consulting Services
SB 90 Claims
Javier Carcamo (Finance) Forwarded Copy of
Agreement to AK & Company