HomeMy WebLinkAboutCM MCCMC Legislative Analysis Activities 2019AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into this 15 day of November 2019, by and
between the CITY OF SAN RAFAEL (hereinafter "CITY"), and SHANNON O'IIARE
(hereinafter "CONTRACTOR"),
RECITALS
WHEREAS, the Cities and Towns of Marin County, by and through the Marin County
Council of Mayors and Councilmembers ("MCCMC"), desire to retain CONTRACTOR to
provide legislative analysis activities on their behalf; and
WHEREAS, CONTRACTOR has the training and experience to provide, and is willing to
provide, legislative analysis activities and actions on behalf of the MCCMC Legislative Committee;
and
WHEREAS, CITY has agreed to be the lead agency for the purpose of entering into an
agreement with CONTRACTOR to provide such legislative analysis; and
WHEREAS, the MCCMC members have agreed to jointly fund this agreement.
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
1. PROJECT COORDINATION.
A. CITY. The City Manager shall be the representative of the CITY for all purposes
under this Agreement. The City Manager 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. CONTRACTOR. CONTRACTOR shall assign a single PROJECT DIRECTOR
to have overall responsibility for the progress and execution of this Agreement for
CONTRACTOR. Shannon O'Hare is hereby designated as the PROJECT DIRECTOR for
CONTRACTOR. Should circumstances or conditions subsequent to the execution of this
Agreement require a substitute PROJECT DIRECTOR for any reason; the CONTRACTOR shall
notify the CITY within ten (10) business days of the substitution.
2. DUTIES OF CONTRACTOR.
CONTRACTOR shall perform the duties and/or provide services as described in Exhibit
"A" attached and incorporated herein.
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3. DUTIES OF CITY.
CITY shall pay the compensation as provided in Paragraph 4.
4. COMPENSATION.
For the full performance of the services described herein by CONTRACTOR, CITY shall
pay CONTRACTOR no more than $8,000 for work completed over a full year, billed by
CONTRACTOR over ten (10) months in equal monthly payments of $800.
CONTRACTOR understands and agrees that she shall not incur any additional expenses
on behalf of CITY, the Cities and Towns of Marin County or the MCCMC, and that CITY, the
MCCMC and the Cities and Towns of Marin shall not be responsible for any obligations of an
employer. Specifically, CONTRACTOR shall furnish her own means of transportation (when not
required by CITY to travel), miscellaneous supplies and incidental expenses.
Payment will be made monthly upon receipt by PROJECT MANAGER of invoice and
monthly report of activities submitted by CONTRACTOR.
5. TERM OF AGREEMENT.
The term of this Agreement shall be for (1) year commencing on January 1, 2020 and
ending on December 31, 2020. The schedule of work is to be set by the MCCMC Chair with input
by the CONTRACTOR. Upon mutual agreement of the parties, and subject to the approval of the
City Manager, the term of this Agreement may be extended for additional periods of up to (1) year
each.
6. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon
thirty (30) 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 convect 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 CONTRACTOR and any and all of CONTRACTOR'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.
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7. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONTRACTOR in connection with
the performance of its duties under this Agreement shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
8. INSPECTION AND AUDIT.
Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONTRACTOR in connection
with its performance of its duties under this Agreement. CONTRACTOR 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. During the term of this Agreement, CONTRACTOR shall maintain, at no expense
to CITY, an automobile liability insurance policy on CONTRACTOR'S vehicle(s) in the
minimum amount of $100,000 per person/$300,000 per occurrence.
B. CONTRACTOR shall provide to City's PROJECT MANAGER, (a) Certificates of
Insurance evidencing the insurance coverage required herein, and (b) text from the insurance
policies or the endorsements as specified in Subparagraphs B(1) and B(2). The insurance shall be
approved as to form and sufficiency by PROJECT MANAGER and the City Attorney.
C. If it employs any person, CONTRACTOR 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 CONTRACTOR and CITY against all liability
for injuries to CONTRACTOR's officers and employees.
D. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies
must be declared to and approved by the City's Risk Manager and the City Attorney. At CITY's
option, the deductibles or self-insured retentions with respect to CITY shall be reduced or
eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment
of losses and related investigations, claims administration, attorney's fees and defense expenses.
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It. INDEMNIFICATION.
Except as provided in Paragraph B., CONTRACTOR shall indemnify, release, defend
and hold harmless CITY, its officers, and employees, against any claim, demand, suit, judgment,
loss, liability or expense of any kind, including attorney's fees, arising out of or resulting in any
way, in whole or in part, from any acts or omissions, intentional or negligent, of
CONTRACTOR or CONTRACTOR's officers, agents and employees in the performance of
their duties and obligations under this Agreement.
12, NONDISCRIMINATION.
CONTRACTOR 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 WITII ALL LAWS.
CONTRACTOR 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. CONTRACTOR shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONTRACTOR 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 CONTRACTOR 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: Jim Schutz
Project Manager
City of San Rafael
1400 Fifth Ave. (P.O. Box 151560)
San Rafael, CA 94915-1560
4
TO CONTRACTOR: Shannon O'Hare
Project Director
2462 Van Pattq Drive
Santa Rosa, CA 95403
16. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees
of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of
CONTRACTOR, its officers, agents and employees be that of an Independent Contractor 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 CONTRACTOR 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 CONTRACTOR 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.
CONTRACTOR agrees that CITY may deduct from any payment due to
CONTRACTOR under this Agreement, any monies which CONTRACTOR 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
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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.
CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code CONTRACTOR 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 CONTRACTOR has provided CITY with a
completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and
Certification).
22. SURVIVAL OF TERMS.
Any terms of this Agreement that by their nature extend beyond the term (or termination) of
this Agreement shall remain in effect until fulfilled, and shall apply to both Parties' respective
successors and assigns.
23. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
24. COUNTERPARTS AND ELECTRONIC SIGNATURE
This Agreement may be executed in any number of counterparts, each of which shall be
deemed an original, but all of which together shall constitute one document. Counterpart signature
pages may be delivered by telecopier, email or other means of electronic transmission.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL CONTRACTOR
Qj��L- 1
By:
JIM SCHUTZ, City Manager
0
ATTEST:
LINDSAY LARA, City Clerk
APPROVED AS TO FORM:
L a " CE --
ROBERT F. EPSTEIA, City Atforney
7
Name: S VI C AI A &A 0'4 r e_
Title:
[If Contractor is a corporation, add signature of second
corporate officer]
Name:
Title:
MCCMC LEGISLATIVE COMMITTEE
Legislative Analyst Duties
Updated Sept 2019
Attend Monthly MCCMC Legislation Committee meeting and occasional
emergency meetings of the Committee. The meetings are currently the fourth Monday
of the month 8:00 am at San Rafael City Hall.
General duties of the Legislative Analyst:
• Keeping abreast of legislation & ballot measures
• Preparing update reports and letters for Committee Chair
• Preparing Committee Agenda
• Distributing supporting documents or web links
• Report on bill content at meetings. Flag bills on which committee took position if
bill is subsequently amended.
• Drafting position letters for Committee Chair
• Liaison with local office of the Marin Assembly member and Senator and League
of California Cities rep
• Liaison with Congressional representatives
Agenda Preparation and Distribution
• Prepare and distribute agendas for regular committee meetings, for emergency
meeting, if any, and for meetings requested by California legislators' office or that of
Congressional representatives.
• Prepare list of potential bills of interest with League position and position of Marin
County and/or Marin Town/City. Responsibility: League rep for League bills and
lobbyist for non -League bills.
• Using above bill list, prepare the draft agenda in conjunction with the Lobbyist,
League Rep, and committee chair. Include when appropriate requests from assembly
member or senate staff for a position. The agenda should include information on
priority bills or "hot" bills, which require urgent action, along with bill titles and
descriptions, summaries (if available), legislator's fact sheets from the authors of the
bill, as well as League Committee analyses or the LAO analysis (if available),
analysis from staff of committees hearing the bill, and a URL for full text of bills on-
line.
• Gather information on upcoming League & MCCMC meetings to be included on
agenda.
• Forward draft agenda: 10 calendar days prior to the meeting to the Chair for review
agenda & approval.
• Send out final agenda via e-mail to Committee Distribution List week before the
meeting is ideal, but last minute legislative action often delays the distribution until
the Thurs before the meeting. Emailed packet includes the agenda, bill summaries,
urls to full text, and other documentation described above.
• Keep the distribution list updated. The list includes committee voting members
(representatives from the council of Marin cities, League representative, usually the
North Bay Public Affairs manager of the League of CA Cities, Marin legislative
aides, lobbyist, San Rafael City Manager, County administrator, and others who may
be interested.
Attend monthly meetings and prepare notes of the meeting. Notes include brief
summaries of the pro/con discussion and any position taken by vote of committee on
bills or relevant matters. Copies of the notes are sent to the chair.
Keep and update a spreadsheet of bills, positions, dates position taken, amendments
to the bills or changes of position. Distribute to committee monthly. Set up meeting
location and phone connection to lobbyist.
Letters in Support/Opposition
• Research and prepare draft letters for approval by the Chair. Letters should include
Marin specific information where material. Contact staff regarding potential impact
on individual city/town. Contact Marin County legislative staff when necessary.
Letters can be prepared using the League or the Lobbyist template when consistent
with the position of the committee. Staff will obtain templates and dispatch it to the
Chair for signature within 3 working days after committee meeting.
• Initial position letters will be sent out to the legislators no later than 5 calendar days
after the meeting, or sooner for urgency matters, if at all possible. Follow up letters.
requested when a bill on which the committee has taken a position is sent to another
committee or house in the legislature, should be sent out within 2 days of the request.
• Obtain chair's signature in letters.
• Prepare PDF of signed letter and distribute to author of the bill and chair of the
committee hearing the bill, with ccs to local Assembly Member and Senator, League
of California Cities, MCCMC lobbyist. If the bill is still controversial when it
reaches the governor's desk, a letter is sent to the governor. All letters send should be
cc'd to the chair.
• Committee positions, if any, on initiatives that have qualified for the ballot should
also be provided to Initiative author or committee.
• The Lobbyist or League Representative are sources for contact information for the
relevant legislators and other designated recipients.
• Keep a file of all final, signed letters.
Preparing updated reports and letters for Committee Chair
• Forward updates from Legislative Offices, advocates, League of California Cities,
and MCCMC Lobbyist if the chair is not on their email roster.
• Prepare letters on amended bills on which the committee has already taken a
position.
Liaison with Elected officials in Sacramento and Washington
Regular contact with local offices of Assembly member and Senator
Contact with CA Congressional representatives when necessary
GEICO GOVERNMENT EMPLOYEES INSURANCE COMPANY
Washington DC VERIFICATION OF COVERAGE
(SEE BELOW UNDER CAUTIONARY NOTE)
MAILING ADDRESS Policy Number: 4424475426
SHANNON B OHARE AND NATHANIEL Effective Date: 07-22-19
J EMERY Expiration Date: 01-22-20
2462 VAN PATTER DR Registered State: CALIFORNIA
SANTA ROSA CA 95403-7694
To whom it may concern:
This letter is to verify that we have issued coverage under the above policy number for the dates indicated in the
effective and expiration date fields for the vehicle listed. This should serve as proof that the below mentioned vehicle
meets or exceeds the financial responsibility requirement for your state.
This verification of coverage does not amend, extend or alter the coverage afforded by this policy
Vehicle Year: 2016
Make: FORD
Model: FUSION
VIN: 3FA6POSU6GR229563
COVERAGES
Bodily Injury Liability
Each Person/Each Occurrence
State Minimum $15,000/$30,000
Property Damage Liability
State Minimum $5,000
Uninsured & Underinsured Motorists
Each Person/Each Occurrence
Comprehensive
Collision
Lienholder
Additional Information:
Issued 11/08/2019
LIMITS DEDUCTIBLES
$100,0005300,000
$50,000
$100,000/$300,000
Additional Insured Interested Party
$1,000 Ded
$500 Ded/Waiver
If you have any additional questions, please call 1-800-841-3000.
CAUTIONARY NOTE: THE CURRENT COVERAGES, LIMITS, AND DEDUCTIBLES MAY DIFFER FROM THE COVERAGES, LIMITS AND DEDUCTIBLES IN EFFECT AT
OTHER TIMES DURING THE POLICY PERIOD. THIS VERIFICATION OF COVERAGE REFLECTS THE COVERAGES, LIMITS, AND DEDUCTIBLES AS OF THE ISSUED
DATE OF THIS DOCUMENT WHICH IS SHOWN UNDER "ADDITIONAL INFORMATION' OR IF AN ISSUED DATE IS NOT SHOWN, THE DATE OF THIS FACSIMILE.
U 33 10 07
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: City Manager's Office
Project Manager: Jim Schutz Extension: 3475
Contractor Name: Shannon O'Hare
Contractor's Contact: Shannon O'Hare Contact's Email: sbohare@gmail.com
❑ FPPC: Check if Contractor/Consultant must file Form 700
Step
RESPONSIBLE
DESCRIPTION
COMPLETED
REVIEWER
DEPARTMENT
DATE
Check/Initial
1 Project Manager
a. Email PINS Introductory Notice to Contractor
(lick here to
❑
enter a date
b. Email contract (in Word) and attachments to City
11/8/2019
LQM
Attorney c/o Laraine.Gittens@cityofsanrafael.org
2 City Attorney
a. Review, revise, and comment on draft agreement
11/8/2019
® LG
and return to Project Manager
11/8/2019
® LG
b. Confirm insurance requirements, create Job on
(N/A)
PINS, send PINS insurance notice to contractor
3
Department Director
Approval of final agreement form to send to
11/8/2019
contractor
_LOM_
4 Project Manager
Forward three (3) originals of final agreement to 11/8/2019
contractor for their signature
s 5 Project Manager
When necessary, contractor -signed agreement ❑ N/A
agendized for City Council approval
*City Council approval required for Professional Services
❑
Agreements and purchases of goods and services that exceed Or
$75,000; and for Public Works Contracts that exceed $175,000
Click here to
Date of City Council approval enter a date
CONTINUE ROUTING PROCESS WITH HARD COPY_
Forward signed original agreements to City X11 iy
I
PRINT
6
Project Manager
Attorney with printed copy of this routing form
Review and approve hard copy of signed
7
City Attorney
agreement
Review and approve insurance in PINS, and bonds
8 City Attorney
_
�;
(for Public Works Contracts)
9 City Manager/ Mayor
Agreement executed by City Council authorized
-�
I
official
10 City Clerk
Attest signatures, retains original agreement and
forwards
y _
copies to Project Manager