HomeMy WebLinkAboutHR Human Resources Consulting; It's PersonnelAGREEMENT FOR PROFESSIONAL SERVICES
FOR HUMAN RESOURCES CONSULTING
This Agreement is made and entered into this 7th day of October, 2016, by and between the
CITY OF SAN RAFAEL (hereinafter "CITY"), and REBECCA BURNSIDE, doing business as
IT'S PERSONNEL CONSULTING (hereinafter "ATTORNEY').
RECITALS
WHEREAS, the City of San Rafael desires professional investigation services conducted
by a licensed attorney; and
WHEREAS, the City desires to engage ATTORNEY to provide these services by reason of
its qualifications, skills and experience to provide such services and ATTORNEY has offered to
provide the required services on the terms and in the manner set forth herein.
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
PROJECT COORDINATION.
A. CITY'S Project Manager. The HUMAN RESOURCES DIRECTOR is hereby
designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall
supervise all aspects of the progress and execution of this Agreement.
B. ATTORNEYshall have overall responsibility for the progress and execution of this
Agreement for ATTORNEY. REBECCA BURNSIDE is hereby designated as the ATTORNEY.
Should circumstances or conditions subsequent to the execution of this Agreement require a
substitute ATTORNEY, for any reason, the ATTORNEY shall notify the CITY within ten (10)
business days of the substitution.
2. DUTIES OF ATTORNEY.
ATTORNEY shall conduct investigations as a licensed attorney at law in the State of
California and will maintain attorney client privilege as part of this professional legal service that
can only be waived by the City. Investigation reports and any related communications shall be
marked as privileged. ATTORNEYshall perform the duties and/or provide services for the
investigation as described in ATTORNEY'S "Scope of Services", attached hereto as Exhibit "1"
and incorporated herein. As additional work is requested, the scope of each additional project, with
compensation therefor, as agreed by CITY and ATTORNEY, shall be set forth in writing and
attached as additional exhibits hereto.
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DUTIES OF CITY.
CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as
follows:
• City shall ensure the performance of projects as described in Exhibit "1" attached and
incorporated herein, or in other Exhibits attached from time to time as described in Section 2
above.
■ CITY shall provide pertinent information regarding its requirements for the project.
CITY shall examine documents submitted by ATTORNEY and shall render decisions
pertaining thereto promptly, to avoid unreasonable delay in the progress of ATTORNEY'S
work.
4. COMPENSATION.
For the full performance of the services by ATTORNEY described in Exhibit "1" attached
hereto, CITY shall pay ATTORNEY as described in Exhibit "I". If and when additional services
may be requested by the PROJECT MANAGER pursuant to this Agreement, then such services and
the compensation to be paid for them, as mutually agreed by CITY and ATTORNEY, shall be set
forth in detail in one or more additional exhibits attached hereto from time to time, as set forth in
Section 2 above, and CITY shall pay compensation as set forth in such exhibits. Provided,
however, that in no event shall the total amount of compensation payable to ATTORNEY for
services provided pursuant to this Agreement exceed $9,250, including reimbursement of expenses.
Payment will be made monthly upon receipt by PROJECT MANAGER of itemized
invoices submitted by ATTORNEY.
5. TERM OF AGREEMENT.
The term of this Agreement shall be for 1 year commencing as of October 7, 2016 and
ending on October 6, 2017. Upon mutual agreement of the parties, and subject to the approval of
the City Manager the term of this Agreement may be extended for an additional period of up to one
year.
6. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon
thirty (3 0) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to
cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such
notice, within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
D. Return of Documents. Upon termination, any and all CITY documents or
materials provided to ATTORNEY and any and all of ATTORNEY's documents and materials
prepared for or relating to the performance of its duties under this Agreement, shall be delivered to
CITY as soon as possible, but not later than thirty (30) days after termination.
7. OWNERSHIP OF DOCUMENTS.
The written documents, communications and materials prepared by the ATTORNEY in
connection with the performance of its professional investigation duties under this Agreement, shall
be the sole property of CITY, and will maintain attorney client privilege as part of this professional
legal service that can only be waived by the City. Investigation reports and any related
communications shall be marked as privileged. CITY may use said property for any purpose not
contemplated by this Agreement.
INSPECTION AND AUDIT.
Upon reasonable notice, ATTORNEY shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by ATTORNEY in connection with
its performance of its duties under this Agreement. ATTORNEY shall fully cooperate with CITY
or its agent in any such audit or inspection.
9. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of
the other party, and any attempt to so assign this Agreement or any rights, duties or obligations
arising hereunder shall be void and of no effect.
10. INSURANCE.
A. Scope of Coverage. During the term of this Agreement, ATTORNEY shall
maintain, at no expense to CITY, the following insurance policies:
1. A commercial general liability insurance policy in the minimum amount of
one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for
death, bodily injury, personal injury, or property damage.
2. An automobile liability (owned, non -owned, and hired vehicles) insurance
policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence.
3. If any licensed professional performs any of the services required to be
performed under this Agreement, a professional liability insurance policy in the minimum amount
of one million dollars ($1,000,000) per occurrence; two million dollars ($2,000,000) aggregate, to
cover any claims arising out of the ATTORNEY's performance of services under this Agreement.
Where ATTORNEY is a professional not required to have a professional license, CITY reserves
the right to require ATTORNEY to provide professional liability insurance pursuant to this section.
4. If it employs any person, ATTORNEY shall maintain worker's
compensation and employer's liability insurance, as required by the State Labor Code and other
applicable laws and regulations, and as necessary to protect both ATTORNEY and CITY against
all liability for injuries to ATTORNEY's officers and employees. ATTORNEY'S worker's
compensation insurance shall be specifically endorsed to waive any right of subrogation against
CITY.
B. Other Insurance Requirements. The insurance coverage required of the
ATTORNEY in subparagraph A of this section above shall also meet the following requirements:
1. Except for professional liability insurance, the insurance policies shall be
specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as
additionally named insureds (for both ongoing and completed operations) under the policies.
2. The additional insured coverage under ATTORNEY'S insurance policies
shall be primary with respect to any insurance or coverage maintained by CITY and shall not call
upon CITY's insurance or self-insurance coverage for any contribution. The "primary and
noncontributory" coverage in ATTORNEY'S policies shall be at least as broad as ISO form CG20
01 04 13.
3. Except for professional liability insurance, the insurance policies shall
include, in their text or by endorsement, coverage for contractual liability and personal injury.
4. The insurance policies shall be specifically endorsed to provide that the
insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said
insurance policies except upon ten (10) days written notice to the PROJECT MANAGER.
5. If the insurance is written on a Claims Made Form, then, following
termination of this Agreement, said insurance coverage shall survive for a period of not less than
five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the effective date of this Agreement.
7. The limits of insurance required in this Agreement may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall
contain or be endorsed to contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement)
before CITY'S own insurance or self-insurance shall be called upon to protect it as a named
insured.
8. It shall be a requirement under this Agreement that any available insurance
proceeds broader than or in excess of the specified minimum insurance coverage requirements
and/or limits shall be available to CITY or any other additional insured party. Furthermore, the
requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this
Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or
proceeds available to the named insured; whichever is greater.
C. Deductibles and SIR's. Any deductibles or self-insured retentions in
ATTORNEY's insurance policies must be declared to and approved by the PROJECT MANAGER
and City Attorney, and shall not reduce the limits of liability. Policies containing any self-insured
retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by
either the named insured or CITY or other additional insured party. At CITY's option, the
deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to
CITY's satisfaction, or ATTORNEY shall procure a bond guaranteeing payment of losses and
related investigations, claims administration, attorney's fees and defense expenses.
D. Proof of Insurance. ATTORNEY shall provide to the PROJECT MANAGER
or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the
insurance coverage required in this Agreement; (2) a copy of the policy declaration page
and/or endorsement page listing all policy endorsements for the commercial general liability
policy, and (3) excerpts of policy languaLe or specific endorsements evidencinLF the other
insurance reauirements set forth in this Aereement. CITY reserves the right to obtain a full
certified copy of any insurance policy and endorsements from ATTORNEY. Failure to
exercise this right shall not constitute a waiver of the right to exercise it later. The insurance
shall be approved as to form and sufficiency by PROJECT MANAGER and the City
Attorney.
11. INDEMNIFICATION.
A. ATTORNEY shall, to the fullest extent permitted by law, indemnify, release,
defend with counsel approved by CITY, and hold harmless CITY, its officers, agents,
employees and volunteers (collectively, the "City Indemnitees"), from and against any claim,
demand, suit, judgment, loss, liability or expense of any kind, including but not limited to
attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"),
arising out of ATTORNEY'S performance of its obligations or conduct of its operations under
this Agreement. The ATTORNEY's obligations apply regardless of whether or not a liability is
caused or contributed to by the active or passive negligence of the City Indemnitees. However,
to the extent that liability is caused by the active negligence or willful misconduct of the City
Indemnitees, the ATTORNEY's indemnification obligation shall be reduced in proportion to
the City Indemnitees' share of liability for the active negligence or willful misconduct. In
addition, the acceptance or approval of the ATTORNEY's work or work product by the CITY
or any of its directors, officers or employees shall not relieve or reduce the ATTORNEY's
indemnification obligations. In the event the City Indemnitees are made a party to any action,
lawsuit, or other adversarial proceeding arising from ATTORNEY'S performance of or
operations under this Agreement, ATTORNEY shall provide a defense to the City Indemnitees
or at CITY'S option reimburse the City Indemnitees their costs of defense, including
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reasonable attorneys' fees, incurred in defense of such claims.
B. The defense and indemnification obligations of this Agreement are undertaken in
addition to, and shall not in any way be limited by, the insurance obligations contained in this
Agreement, and shall survive the termination or completion of this Agreement for the full period
of time allowed by law.
12. NONDISCRIMINATION.
ATTORNEY shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
13. COMPLIANCE WITH ALL LAWS.
ATTORNEY shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. ATTORNEY shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. ATTORNEY shall release, defend, indemnify and
hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
14. NO THIRD PARTY BENEFICIARIES.
CITY and ATTORNEY do not intend, by any provision of this Agreement, to create in any
third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
15. NOTICES.
All notices and other communications required or permitted to be given under this
Agreement, including any notice of change of address, shall be in writing and given by personal
delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the
parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or
if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as
follows:
TO CITY's Project Manager: Stacey Peterson
City of San Rafael
1400 Fifth Avenue
P.O. Box 151560
San Rafael, CA 94915-1560
6
TO ATTORNEY: Rebecca Burnside
It's Personnel Consulting
1545 Broadway, Suite 305
San Francisco, CA 94109
16. INDEPENDENT ATTORNEY.
For the purposes, and for the duration, of this Agreement, ATTORNEY, its officers, agents
and employees shall act in the capacity of an Independent ATTORNEY, and not as employees of
the CITY. ATTORNEY and CITY expressly intend and agree that the status of ATTORNEY, its
officers, agents and employees be that of an Independent ATTORNEY and not that of an employee
of CITY.
17. ENTIRE AGREEMENT -- AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all documents
expressly incorporated by reference, represent the entire Agreement of the parties with respect to the
subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or written,
regarding the subject matter between the ATTORNEY and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the ATTORNEY and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
18. SET-OFF AGAINST DEBTS.
ATTORNEY agrees that CITY may deduct from any payment due to ATTORNEY under
this Agreement, any monies which ATTORNEY owes CITY under any ordinance, agreement,
contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other
amounts.
19. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or
violation of the same or other term, covenant, condition, ordinance, law or regulation. The
subsequent acceptance by either party of any fee, performance, or other consideration which may
become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding
breach or violation by the other party of any term, condition, covenant of this Agreement or any
applicable law, ordinance or regulation.
20. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terms and conditions of this
Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs
(including claims administration) and attorney's fees expended in connection with such action.
21. CITY BUSINESS LICENSE / OTHER TAXES.
ATTORNEY shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code ATTORNEY shall pay any and all
state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any
work performed under this Agreement, until ATTORNEY has provided CITY with a completed
Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and
Certification).
22. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
JI SC TZ, City ana er
ATTEST:
e- . /?e.e -e,
ESTHER C. BEIRNE, City Clerk
APPROVED AS TO FORM:
ROBERT F. EPSTEIN, ity Alto ey
F.111 KI) WNM
By:
Name: REBECCA BURNSIDE
Title: Owner
EXHIBIT 1
SCOPE OF SERVICES
ATTORNEY will conduct investigations of personnel matters as directed by the CITY. The rate
of such services will be $250.00 per hour for legal services performed as a licensed attorney at
law. ATTORNEY will apply her legal training and skills to evaluate or analyze the evidence.
The legal services shall include attorney client privilege. The attorney-client relationship can
only be waived by the City.
It is estimated that the investigation to be conducted in the library will require approximately 25-
35 hours to review documentation, prepare questions, conduct interviews, type witness
statements, evaluate or analyze evidence and prepare a report of findings. All reports and written
communications pertaining to investigations shall be marked as privileged. ATTORNEY will
also report expenses incurred by investigation.
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Human Resources
Project Manager: Stacey Peterson
Extension: x3069
Contractor Name: It's Personnel Consulting— Rebecca Burnside
Contractor's Contact: 415-786-2666
Contact's Email: rebecca@its-personnel.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step RESPONSIBLE DESCRIPTION
DEPARTMENT
1 Project Manager a. Email PINS Introductory Notice to Contractor
2 City Attorney
3 Project Manager
4 Project Manager
PRINT
5 Project Manager
6 City Attorney
7 City Attorney
8 City Manager/ Mayor
9 City Clerk
b. Email contract (in Word) & attachments to City
Atty c/o Laraine.Gittens@cityofsanrafael.org
a. Review, revise, and comment on draft agreement
and return to Project Manager
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
Forward three (3) originals of final agreement to
contractor for their signature
When necessary, * contractor -sieved agreement
agendized for Council approval
*PSA > $20,000; or Purchase > $35,000; or
Public Works Contract > $125,000
Date of Council approval
COMPLETED REVIEWER
DATE
Check/Initial
10/18/2016
10/20/2016
SP
10/25/2016
® LAG
10/25/2016
® LAG
11/1/2016
❑ N/A
Or
Click here to
enter a date
CONTINUE ROUTING PROCESS WITH HARD COPY
Forward signed original agreements to City
Attorney with printed copy of this routing form
Review and approve hard copy of signed Z/3 f1,7
agreement
Review and approve insurance in PINS, and bonds2�, a
(for Public Works Contracts)uf �p j-Dk'
Agreement executed by Council authorizedofficial
Attest signatures, retains original agreement and
forwards copies to Project Manager ) ,S -0
1