HomeMy WebLinkAboutLozano Smith LLP - Agreement Consultant - 04-01-2022AGREEMENT
CITY OF FRESNO, CALIFORNIA
CONSUL TANT SERVICES
THIS AGREEMENT is made and entered into effective the 1st day of April, 2022, by and
between the CITY OF FRESNO, a California municipal corporation (hereinafter referred to as
"CITY"), and Lozano Smith, LLP (hereinafter referred to as "CONSULTANT").
RECITALS
WHEREAS, CITY desires to obtain professional training services for Harassment,
Discrimination, Retaliation and Abusive Conduct Prevention for non supervisor employees,
hereinafter referred to as the "Project;" and
WHEREAS, CONSULTANT is engaged in the business of furnishing services as a
attorney at law and hereby represents that it desires to and is professionally and legally capable
of performing the services called for by this Agreement; and
WHEREAS, CONSULTANT acknowledges that this Agreement is subject to the
requirements of Fresno Municipal Code Section 4-107 and Administrative Order No. 6-19; and
WHEREAS, this Agreement will be administered for CITY by its
Personnel Services Director (hereinafter referred to as "Administrator") or his/her designee.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and of the covenants, conditions,
and premises hereinafter contained to be kept and performed by the respective parties, it is
mutually agreed as follows:
1. Scope of Services. CONSUL TANT shall perform to the satisfaction of CITY the
services described in Exhibit A , including all work incidental to, or necessary to perform , such
services even though not specifically described in Exhibit A.
2. Term of Agreement and Time for Performance. This Agreement shall be effective
from the date first set forth above ("Effective Date") and shall continue in full force and effect
through December 31 , 2022, subject to any earlier termination in accordance with this Agreement.
The services of CONSUL TANT as described in Exhibit A are to commence upon the Effective
Date and shall be completed in a sequence assuring expeditious completion, but in any event, all
such services shall be completed prior to expiration of this Agreement and in accordance with any
performance schedule set forth in Exhibit A.
3. Compensation.
(a) CONSULTANT'S sole compensation for satisfactory performance of all
services required or rendered pursuant to this Agreement shall be a total fee not to exceed $6,750
(six thousand seven hundred fifty dollars), paid on the basis of the rates set forth in the schedule
of fees and expenses contained in Exhibit A.
(b) Detailed statements shall be rendered monthly for services performed in
the preceding month and will be payable in the normal course of CITY business. CITY shall not
be obligated to reimburse any expense for which it has not received a detailed invoice with
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applicable copies of representative and identifiable receipts or records substantiating such
expense.
(c) The parties may modify this Agreement to increase or decrease the scope
of services or provide for the rendition of services not required by this Agreement, which
modification shall include an adjustment to CONSULTANT'S compensation. Any change in the
scope of services must be made by written amendment to the Agreement signed by an authorized
representative for each party. CONSUL TANT shall not be entitled to any additional compensation
if services are performed prior to a signed written amendment.
4. T ermination, Remed ies and F orce Ma jeure.
(a) This Agreement shall terminate without any liability of CITY to
CONSULTANT upon the earlier of: (i) CONSULTANT'S filing for protection under the federal
bankruptcy laws, or any bankruptcy petition or petition for receiver commenced by a third party
against CONSULTANT; (ii) 7 calendar days prior written notice with or without cause by CITY to
CONSUL TANT; (iii) CITY'S non-appropriation of funds sufficient to meet its obligations hereunder
during any CITY fiscal year of this Agreement, or insufficient funding for the Project; or (iv)
expiration of this Agreement.
(b) Immediately upon any termination or expiration of this Agreement,
CONSUL TANT shall (i) immediately stop all work hereunder; (ii) immediately cause any and all
of its subcontractors to cease work; and (iii) return to CITY any and all unearned payments and
all properties and materials in the possession of CONSUL TANT that are owned by CITY. Subject
to the terms of this Agreement, CONSUL TANT shall be paid compensation for services
satisfactorily performed prior to the effective date of termination. CONSULTANT shall not be
paid for any work or services performed or costs incurred which reasonably could have been
avoided .
(c) In the event of termination due to failure of CONSUL TANT to satisfactorily
perform in accordance with the terms of this Agreement, CITY may withhold an amount that would
otherwise be payable as an offset to , but not in excess of, CITY'S damages caused by such
failure. In no event shall any payment by CITY pursuant to this Agreement constitute a waiver by
CITY of any breach of this Agreement which may then exist on the part of CONSULTANT, nor
shall such payment impair or prejudice any remedy available to CITY with respect to the breach.
(d) Upon any breach of this Agreement by CONSULTANT, CITY may
(i) exercise any right, remedy (in contract, law or equity), or privilege which may be available to it
under applicable laws of the State of California or any other applicable law; (ii) proceed by
appropriate court action to enforce the terms of the Agreement; and/or (iii) recover all direct,
indirect, consequential, economic and incidental damages for the breach of the Agreement. If it
is determined that CITY improperly terminated this Agreement for default, such termination shall
be deemed a termination for convenience.
(e) CONSULTANT shall provide CITY with adequate written assurances of
future performance, upon Administrator's request, in the event CONSUL TANT fails to comply with
any terms or conditions of this Agreement.
(f) CONSUL TANT shall be liable for default unless nonperformance is caused
by an occurrence beyond the reasonable control of CONSUL TANT and without its fault or
negligence such as, acts of God or the public enemy, acts of CITY in its contractual capacity,
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fires , floods, epidemics, quarantine restrictions, strikes , unusually severe weather , and delays of
common carriers. CONSULTANT shall notify Administrator in writing as soon as it is reasonably
possible after the commencement of any excusable delay, setting forth the full particulars in
connection therewith, and shall remedy such occurrence with all reasonable dispatch, and shall
promptly give written notice to Administrator of the cessation of such occurrence .
5. Confidential Information and Owners hip of Do cumen ts.
(a) Any reports, information, or other data prepared or assembled by
CONSUL TANT pursuant to this Agreement shall not be made available to any individual or
organization by CONSUL TANT without the prior written approval of the Administrator. During the
term of this Agreement, and thereafter, CONSUL TANT shall not, without the prior written consent
of CITY, disclose to anyone any Confidential Information. The term Confidential Information for
the purposes of this Agreement shall include all proprietary and confidential information of CITY ,
including but not limited to business plans, marketing plans, financial information, materials ,
compilations, documents, instruments, models, source or object codes and other information
disclosed or submitted, orally, in writing, or by any other medium or media. All Confidential
Information shall be and remain confidential and proprietary in CITY.
(b) Any and all writings and documents prepared or provided by
CONSUL TANT pursuant to this Agreement are the property of CITY at the time of preparation
and shall be turned over to CITY upon expiration or termination of the Agreement. CONSUL TANT
shall not permit the reproduction or use thereof by any other person except as otherwise expressly
provided herein.
(c) If CONSUL TANT should subcontract all or any portion of the services to be
performed under this Agreement, CONSUL TANT shall cause each subcontractor to also comply
with the requirements of this Section 5.
(d) This Section 5 shall survive expiration or termination of this Agreement.
6. Professional Skill. It is further mutually understood and agreed by and between
the parties hereto that inasmuch as CONSUL TANT represents to CITY that CONSUL TANT and
its subcontractors, if any, are skilled in the profession and shall perform in accordance with the
standards of said profession necessary to perform the services agreed to be done by it under this
Agreement, CITY relies upon the skill of CONSULT ANT and any subcontractors to do and
perform such services in a skillful manner and CONSULTANT agrees to thus perform the services
and require the same of any subcontractors. Therefore, any acceptance of such services by CITY
shall not operate as a release of CONSUL TANT or any subcontractors from said professional
standards.
7. Indemnification. To the furthest extent allowed by law, CONSULTANT shall
indemnify, hold harmless and defend CITY and each of its officers , officials, employees, agents
and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages
(whether in contract, tort or strict liability, including but not limited to personal injury, death at any
time and property damage), and from any and all claims, demands and actions in law or equity
(including reasonable attorney's fees and litigation expenses) that arise out of, pertain to, or relate
to the negligence, recklessness or willful misconduct of CONSULTANT, its principals, officers,
employees, agents or volunteers in the performance of this Agreement.
If CONSUL TANT should subcontract all or any portion of the services to be performed
under this Agreement, CONSUL TANT shall require each subcontractor to indemnify, hold
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harmless and defend CITY and each of its officers, officials, employees, agents and volunteers in
accordance with the terms of the preceding paragraph.
This section shall survive termination or expiration of this Agreement.
8. Insurance.
(a) Throughout the life of this Agreement, CONSUL TANT shall pay for and
maintain in full force and effect all insurance as required in Exhibit B, which is incorporated into
and part of this Agreement, with an insurance company(ies) either (i) admitted by the California
Insurance Commissioner to do business in the State of California and rated no less than "A-VII"
in the Best's Insurance Rating Guide, or (ii) as may be authorized in writing by CITY'S Risk
Manager or his/her designee at any time and in his/her sole discretion. The required policies of
insurance as stated in Exhibit B shall maintain limits of liability of not less than those amounts
stated therein. However, the insurance limits available to CITY, its officers, officials, employees,
agents and volunteers as additional insureds, shall be the greater of the minimum limits specified
therein or the full limit of any insurance proceeds to the named insured.
(b) If at any time during the life of the Agreement or any extension,
CONSULT ANT or any of its subcontractors\sub-consultants fail to maintain any required
insurance in full force and effect, all services and work under this Agreement shall be discontinued
immediately, and all payments due or that become due to CONSULTANT shall be withheld until
notice is received by CITY that the required insurance has been restored to full force and effect
and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to
maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement.
No action taken by CITY pursuant to this section shall in any way relieve CONSUL TANT of its
responsibilities under this Agreement. The phrase "fail to maintain any required insurance" shall
include, without limitation, notification received by CITY that an insurer has commenced
proceedings, or has had proceedings commenced against it, indicating that the insurer is
insolvent.
(c) The fact that insurance is obtained by CONSULTANT shall not be deemed
to release or diminish the liability of CONSUL TANT, including, without limitation, liability under the
indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and
liability regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by CONSULTANT. Approval or
purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the
liability of CONSUL TANT, its principals, officers, agents, employees, persons under the
supervision of CONSUL TANT, vendors, suppliers, invitees, consultants, sub-consultants,
subcontractors, or anyone employed directly or indirectly by any of them.
(d) If CONSULTANT should subcontract all or any portion of the services to be
performed under this Agreement, CONSUL TANT shall require each subcontractor/sub-consultant
to provide insurance protection, as an additional insured, to the CITY and each of its officers,
officials, employees, agents and volunteers in accordance with the terms of this section, except
that any required certificates and applicable endorsements shall be on file with CONSULTANT
and CITY prior to the commencement of any services by the subcontractor. CONSUL TANT and
any subcontractor/sub-consultant shall establish additional insured status for CITY, its officers,
officials, employees, agents and volunteers by using Insurance Service Office (ISO) Form CG
20 10 11 85 or both CG 20 10 10 01 and CG 20 37 10 01 or by an executed manuscript company
endorsement providing additional insured status as broad as that contained in ISO Form CG
20 10 11 85.
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9. Conflict of Interest and Non-Solicitation.
(a) Prior to CITY'S execution of this Agreement, CONSUL TANT shall complete
a City of Fresno conflict of interest disclosure statement in the form as set forth in Exhibit C .
During the term of this Agreement, CONSUL TANT shall have the obligation and duty to
immediately notify CITY in writing of any change to the information provided by CONSULT ANT in
such statement.
(b) CONSULTANT shall comply, and require its subcontractors to comply, with
all applicable (i) professional canons and requirements governing avoidance of impermissible
client conflicts ; and (ii) federal, state and local conflict of interest laws and regulations including,
without limitation, California Government Code Section 1090 et. seq., the California Political
Reform Act (California Government Code Section 87100 et. seq.) and the regulations of the Fair
Political Practices Commission concerning disclosure and disqualification (2 California Code of
Regulations Section 18700 et. seq.). At any time, upon written request of CITY , CONSULTANT
shall provide a written opinion of its legal counsel and that of any subcontractor that, after a due
diligent inquiry, CONSUL TANT and the respective subcontractor(s) are in full compliance with all
laws and regulations. CONSULTANT shall take, and require its subcontractors to take,
reasonable steps to avoid any appearance of a conflict of interest. Upon discovery of any facts
giving rise to the appearance of a conflict of interest, CONSUL TANT shall immediately notify CITY
of these facts in writing.
(c) In performing the work or services to be provided hereunder,
CONSUL TANT shall not employ or retain the services of any person while such person either is
employed by CITY or is a member of any CITY council, commission, board, committee , or similar
CITY body. This requirement may be waived in writing by the City Manager, if no actual or
potential conflict is involved .
(d) CONSULTANT represents and ·warrants that it has not paid or agreed to
pay any compensation, contingent or otherwise, direct or indirect, to solicit or procure this
Agreement or any rights/benefits hereunder.
(e) Neither CONSULTANT, nor any of CONSULTANT'S subcontractors
performing any services on this Project, shall bid for, assist anyone in the preparation of a bid for,
or perform any services pursuant to , any other contract in connection with this Project unless fully
disclosed to and approved by the City Manager, in advance and in writing. CONSULTANT and
any of its subcontractors shall have no interest, direct or indirect, in any other contract with a third
party in connection with this Project unless such interest is in accordance with all applicable law
and fully disclosed to and approved by the City Manager, in advance and in writing.
Notwithstanding any approval given by the City Manager under this provision, CONSULTANT
shall remain responsible for complying with Section 9(b), above.
(f) If CONSUL TANT should subcontract all or any portion of the work to be
performed or services to be provided under this Agreement, CONSULTANT shall include the
provisions of this Section 9 in each subcontract and require its subcontractors to comply therewith.
(g) This Section 9 shall survive expiration or termination of this Agreement.
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10. Recycling Program. In the event CONSUL TANT maintains an office or operates
a facility(ies), or is required herein to maintain or operate same, within the incorporated limits of
the City of Fresno, CONSULTANT at its sole cost and expense shall:
(i) Immediately establish and maintain a viable and ongoing recycling program,
approved by CITY'S Solid Waste Management Division, for each office and
facility. Literature describing CITY recycling programs is available from CITY'S
Solid Waste Management Division and by calling City of Fresno Recycling Hotline
at (559) 621-1111.
(ii) Immediately contact CITY'S Solid Waste Management Division at
(559) 621-1452 and schedule a free waste audit, and cooperate with such Division
in their conduct of the audit for each office and facility.
(iii) Cooperate with and demonstrate to the satisfaction
Management Division the establishment of the
paragraph (i) above and the ongoing maintenance there
of CITY'S
recycling
of.
Solid
program
Waste
in
11. General Terms.
(a) Except as otherwise provided by law, all notices expressly required of CITY
within the body of this Agreement, and not otherwise specifically provided for, shall be effective
only if signed by the Administrator or his/her designee.
(b) Records of CONSULTANT'S expenses pertaining to the Project shall be
kept on a generally recognized accounting basis and shall be available to CITY or its authorized
representatives upon request during regular business hours throughout the life of this Agreement
and for a period of three years after final payment or, if longer, for any period required by law. In
addition, all books, documents, papers, and records of CONSUL TANT pertaining to the Project
shall be available for the purpose of making audits, examinations, excerpts, and transcriptions for
the same period of time. If any litigation , claim, negotiations, audit or other action is commenced
before the expiration of said time period, all records shall be retained and made available to CITY
until such action is resolved, or until the end of said time period whichever shall later occur. If
CONSUL TANT should subcontract all or any portion of the services to be performed under this
Agreement, CONSUL TANT shall cause each subcontractor to also comply with the requirements
of this paragraph. This Section 11 (b) shall survive expiration or termination of this Agreement.
(c) Prior to execution of this Agreement by CITY, CONSULTANT shall have
provided evidence to CITY that CONSULTANT is licensed to perform the services called for by
this Agreement (or that no license is required). If CONSULTANT should subcontract all or any
portion of the work or services to be performed under this Agreement, CONSUL TANT shall
require each subcontractor to provide evidence to CITY that subcontractor is licensed to perform
the services called for by this Agreement (or that no license is required) before beginning work.
12. Nondiscrimination. To the extent required by controlling federal, state and local
law, CONSULTANT shall not employ discriminatory practices in the provision of services,
employment of personnel, or in any other respect on the basis of race, religious creed, color,
national origin, ancestry, physical disability, mental disability, medical condition, marital status,
sex, age, sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.
Subject to the foregoing and during the performance of this Agreement, CONSUL TANT agrees
as follows :
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(a) CONSULTANT will comply with all applicable laws and regulations
providing that no person shall, on the grounds of race, religious creed, color, national origin,
ancestry, physical disability, mental disability, medical condition, marital status , sex, age, sexual
orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era be excluded from
participation in , be denied the benefits of, or be subject to discrimination under any program or
activity made possible by or resulting from this Agreement.
(b) CONSULTANT will not discriminate against any employee or applicant for
employment because of race, religious creed, color, national origin, ancestry, physical disability,
mental disability, medical condition, marital status, sex , age , sexual orientation , ethnicity, status
as a disabled veteran or veteran of the Vietnam era. CONSUL TANT shall ensure that applicants
are employed , and the employees are treated during employment, without regard to their race,
religious creed, color, national origin, ancestry, physical disability, mental disability, medical
condition, marital status, sex, age, sexual orientation, ethnicity, status as a disabled veteran or
veteran of the Vietnam era. Such requirement shall apply to CONSULTANT'S employment
practices including, but not be limited to, the following: employment, upgrading , demotion or
transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms
of compensation; and selection for training, including apprenticeship. CONSUL TANT agrees to
post in conspicuous places, available to employees and applicants for employment, notices
setting forth the provision of this nondiscrimination clause.
(c) CONSULTANT will, in all solicitations or advertisements for employees
placed by or on behalf of CONSUL TANT in pursuit hereof, state that all qualified applicants will
receive consideration for employment without regard to race, religious creed , color, national
origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age ,
sexual orientation, ethnicity, status as a disabled veteran or veteran of the Vietnam era.
(d) CONSUL TANT will send to each labor union or representative of workers
with which it has a collective bargaining agreement or other contract or understanding, a notice
advising such labor union or workers' representatives of CONSULTANT'S commitment under this
section and shall post copies of the notice in conspicuous places available to employees and
applicants for employment.
(e) If CONSULTANT should subcontract all or any portion of the services to be
performed under this Agreement, CONSUL TANT shall cause each subcontractor to also comply
with the requirements of this Section 12 .
13. In dependent Co ntractor.
(a) In the furnishing of the services provided for herein, CONSULTANT is
acting solely as an independent contractor. Neither CONSUL TANT, nor any of its officers, agents
or employees shall be deemed an officer, agent, employee, joint venturer, partner or associate of
CITY for any purpose. CITY shall have no right to control or supervise or direct the manner or
method by which CONSULTANT shall perform its work and functions. However, CITY shall retain
the right to administer this Agreement so as to verify that CONSUL TANT is performing its
obligations in accordance with the terms and conditions thereof.
(b) This Agreement does not evidence a partnership or joint venture between
CONSULTANT and CITY. CONSULTANT shall have no authority to bind CITY absent CITY'S
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express written consent. Except to the extent otherwise provided in this Agreement,
CONSUL TANT shall bear its own costs and expenses in pursuit thereof.
(c) Because of its status as an independent contractor, CONSULTANT and its
officers, agents and employees shall have absolutely no right to employment rights and benefits
available to CITY employees. CONSUL TANT shall be solely liable and responsible for all payroll
and tax withholding and for providing to, or on behalf of, its employees all employee benefits
including, without limitation, health, welfare and retirement benefits . In addition, together with its
other obligations under this Agreement, CONSULTANT shall be solely responsible, indemnify,
defend and save CITY harmless from all matters relating to employment and tax withholding for
and payment of CONSULTANTS employees , including, without limitation, (i) compliance with
Social Security and unemployment insurance withholding, payment of workers' compensation
benefits, and all other laws and regulations governing matters of employee withholding, taxes
and payment; and (ii) any claim of right or interest in CITY employment benefits, entitlements,
programs and/or funds offered employees of CITY whether arising by reason of any common law,
de facto, leased, or co-employee rights or other theory. It is acknowledged that during the term
of this Agreement, CONSULTANT may be providing services to others unrelated to CITY or to
this Agreement.
14. Notices. Any notice required or intended to be given to either party under the terms
of this Agreement shall be in writing and shall be deemed to be duly given if delivered personally,
transmitted by facsimile followed by telephone confirmation of receipt, or sent by United States
registered or certified mail, with postage prepaid, return receipt requested, addressed to the party
to which notice is to be given at the party's address set forth on the signature page of this
Agreement or at such other address as the parties may from time to time designate by written
notice. Notices served by United States mail in the manner above described shall be deemed
sufficiently served or given at the time of the mailing thereof.
15. Binding. Subject to Section 16, below, once this Agreement is signed by all parties,
it shall be binding upon, and shall inure to the benefit of, all parties, and each parties' respective
heirs, successors, assigns, transferees , agents, servants, employees and representatives.
16. Assignment.
(a) This Agreement is personal to CONSULTANT and there shall be no
assignment by CONSUL TANT of its rights or obligations under this Agreement without the prior
written approval of the City Manager or his/her designee. Any attempted assignment by
CONSULTANT, its successors or assigns, shall be null and void unless approved in writing by
the City Manager or his/her designee.
(b) CONSULTANT hereby agrees not to assign the payment of any monies
due CONSULTANT from CITY under the terms of this Agreement to any other individual(s),
corporation(s) or entity(ies). CITY retains the right to pay any and all monies due CONSULTANT
directly to CONSULTANT.
17. Compliance With Law. In providing the services required under this Agreement,
CONSUL TANT shall at all times comply with all applicable laws of the United States, the State of
California and CITY, and with all applicable regulations promulgated by federal, state, regional,
or local administrative and regulatory agencies, now in force and as they may be enacted, issued,
or amended during the term of this Agreement.
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18. Waiver. The waiver by either party of a breach by the other of any provision of this
Agreement shall not constitute a continuing waiver or a waiver of any subsequent breach of either
the same or a different provision of this Agreement. No provisions of this Agreement may be
waived unless in writing and signed by all parties to this Agreement. Waiver of any one provision
herein shall not be deemed to be a waiver of any other provision herein.
19. Govern ing Law and Venue. This Agreement shall be governed by, and construed
and enforced in accordance with, the laws of the State of California, excluding , however, any
conflict of laws rule which would apply the law of another jurisdiction. Venue for purposes of the
filing of any action regarding the enforcement or interpretation of this Agreement and any rights
and duties hereunder shall be Fresno County, California.
20. Head ings. The section headings in this Agreement are for convenience and
reference only and shall not be construed or held in any way to explain, modify or add to the
interpretation or meaning of the provisions of this Agreement.
21. Severability. The provisions of this Agreement are severable. The invalidity, or
unenforceability of any one provision in this Agreement shall not affect the other provisions.
22. In te r pretation. The parties acknowledge that this Agreement in its final form is the
result of the combined efforts of the parties and that, should any provision of this Agreement be
found to be ambiguous in any way, such ambiguity shall not be resolved by construing this
Agreement in favor of or against either party, but rather by construing the terms in accordance
with their generally accepted meaning.
23. Atto rn ey 's Fe es. If either party is required to commence any proceeding or legal
action to enforce or interpret any term, covenant or condition of this Agreement, the prevailing
party in such proceeding or action shall be entitled to recover from the other party its reasonable
attorney's fees and legal expenses.
24. Exhibits. Each exhibit and attachment referenced in this Agreement is, by the
reference, incorporated into and made a part of this Agreement.
25. Precedence of Documents. In the event of any conflict between the body of this
Agreement and any Exhibit or Attachment hereto, the terms and conditions of the body of this
Agreement shall control and take precedence over the terms and conditions expressed within the
Exhibit or Attachment. Furthermore, any terms or conditions contained within any Exhibit or
Attachment hereto which purport to modify the allocation of risk between the parties, provided for
within the body of this Agreement, shall be null and void.
26. Cumulative Remed ies. No remedy or election hereunder shall be deemed
exclusive but shall, wherever possible, be cumulative with all other remedies at law or in equity.
27. No T hird Pa rty Benefi cia r ies. The rights, interests, duties and obligations defined
within this Agreement are intended for the specific parties hereto as identified in the preamble of
this Agreement. Notwithstanding anything stated to the contrary in this Agreement, it is not
intended that any rights or interests in this Agreement benefit or flow to the interest of any third
parties.
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28. Extent of Agreement. Each party acknowledges that they have read and fully
understand the contents of this Agreement. This Agreement represents the entire and integrated
agreement between the parties with respect to the subject matter hereof and supersedes all prior
negotiations, representations or agreements, either written or oral. This Agreement may be
modified only by written instrument duly authorized and executed by both CITY and
CONSULTANT.
IN WITNESS WHEREOF , the parties have executed this Agreement at Fresno, California,
the day and year first above written.
CITY OF FRESN~
a Calitorn ·8?'!~ fciP aJ' corp_9rytion
BV: ;; ,,'Y\:~
Marissa Gonzales
Direct~r
Personnel Services Department
No signature of City Attorney required.
Standard Document #ALL-S 3.1 has been
used without modification, as certified by
the undersigned.
By:~ ~
J~Misner
Human Resources Manager
Addresses:
CITY:
City of Fresno
Attention: Marissa Gonzales,
Director
2600 Fresno St., Room 1030
Fresno, CA 93721
Phone: (559) 621-6950
FAX: (559) 457-1094
Attachments:
1 . Exhibit A -Scope of Services
2 . Exhibit 8 -Insurance Requirements
Karen M. Rezendes ,
Managing Partner
By: eft;l/o/l ]r/ ~_,,
Name: Karen M. Rezendes
Title: Managing Partner
(if corporation or LLC , Board
Chair, Pres. or Vice Pres.)
By :
Name: ___________
Title: ___________
(if corporation or LLC, CFO,
Treasurer, Secretary or Assistant
Secretary)
Any Applicable Professional License:
Number: _________ _
Name: ___________
Date of Issuance: _______
CONSUL TANT:
Lozano Smith, LLP
Attention : Mary Lerner,
Attorney at Law
7404 N. Spalding Ave.
Fresno, CA 93720
Phone: 559-431-5600
FAX: 559-261-9366
3. Exhibit C -Conflict of Interest Disclosure Form
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Exhibit A
SCOPE OF SERVICES
Consultant Service Agreement between City of Fresno ("City")
and Lozano Smith, LLP ("Consultant")
Harassment Discrimination Retaliation and Abusive Conduct Prevention Tra ining for non
supervisor employees
PROJECT TITLE
1. Consultant will develop and present to City for review and approval of the content that
will be presented during harassment, discrimination, retaliation and abusive conduct prevention
training.
2. This training shall satisfy the mandates of AB 1825, AB 2053, SB 396 and SB 1343 to
provide City non-supervisory employees with 1-hour instructor-led sessions wherein employees
will engage in discussions on verbal, visual, physical and sexual harassment; discrimination,
abusive conduct, reporting harassment, discrimination, abusive conduct and retaliation and an
employee's responsibility in the prevention of sexual harassment; discrimination, retaliation and
abusive conduct. The seminars shall include, at a minimum, that which is addressed in the City
of Fresno Administrative Order No. 2-16.
3. Up to twelve (12) training sessions will be offered in total. The great majority of sessions
shall be conducted during traditional working hours (i.e., Monday -Friday, 8 am - 5 pm);
however, to meet the operational needs of some departments, classes will be offered during
early morning, later evening , and/or weekend hours.
4. Approximately 1,800 City employees would participate by December 31, 2022.
5. The City will provide projection equipment and bear the cost associated with handouts.
6. Consultant will teach all classes via Zoom platform.
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SCHEDULE OF FEES AND EXPENSES
Consultant will charge $500 per session , 12 sessions will be conducted for a total of $6,000.
Consultant will revise PowerPoint presentation reducing from a two-hour content to a one-hour
content at $250 per hour not to exceed 3 hours for revision.
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Exhibit B
INSURANCE REQUIREMENTS
Consultant Service Agreement between City of Fresno ("CITY")
and Lozano Smith, LLP ("CONSULTANT")
Harassment Discrimination Retaliation and Abusive Conduct Prevention Training for
non -supervisor employees
PROJECT TITLE
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. The most current version of Insurance Services Office (ISO) Commercial
General Liability Coverage Form CG 00 01, providing liability coverage
arising out of your business operations. The Commercial General Liability
policy shall be written on an occurrence form and shall provide coverage for
"bodily injury," "property damage" and "personal and advertising injury" with
coverage for premises and operations (including the use of owned and non
owned equipment), products and completed operations, and contractual
liability (including, without limitation, indemnity obligations under the
Agreement) with limits of liability not less than those set forth under
"Minimum Limits of Insurance."
2. The most current version of ISO *Commercial Auto Coverage Form CA 00
01, providing liability coverage arising out of the ownership, maintenance or
use of automobiles in the course of your business operations. The
Automobile Policy shall be written on an occurrence form and shall provide
coverage for all owned, hired, and non-owned automobiles or other licensed
vehicles (Code 1-Any Auto). If personal automobile coverage is used, the
CITY, its officers, officials, employees, agents, and volunteers are to be
listed as additional insureds.
3. Workers' Compensation insurance as required by the State of California
and Employer's Liability Insurance.
4. Professional Liability (Errors and Omissions) insurance appropriate to
CONSULTANT'S profession.
MINIMUM LIMITS OF INSURANCE
CONSUL TANT, or any party the CONSULTANT subcontracts with, shall maintain limits of
liability of not less than those set forth below. However, insurance limits available to CITY,
its officers, officials, employees, agents, and volunteers as additional insureds, shall be
the greater of the minimum limits specified herein or the full limit of any insurance proceeds
available to the named insured:
1. COMMERCIAL GENERAL LIABILITY:
(i) $1,000,000 per occurrence for bodily injury and property damage;
(ii) $1,000,000 per occurrence for personal and advertising injury;
ALL-S 3.1 /03-24-14
Page 1 of 4
(iii) $2,000,000 aggregate for products and completed operations; and,
(iv) $2,000,000 general aggregate applying separately to the work
performed under the Agreement.
2 . COMMERCIAL AUTOMOBILE LIABILITY:
$1,000,000 per accident for bodily injury and property damage.
3. WORKERS' COMPENSATION INSURANCE as required by the State of
California with statutory limits.
4. EMPLOYER'S LIABILITY:
(i) $1,000,000 each accident for bodily injury;
(ii) $1,000,000 disease each employee; and,
(iii) $1,000,000 disease policy limit.
5. PROFESSIONAL LIABILITY (Errors and Omissions):
(i) $1,000,000 per claim/occurrence; and,
(ii) $2,000,000 policy aggregate .
UMBRELLA OR EXCESS INSURANCE
In the event CONSUL TANT purchases an Umbrella or Excess insurance policy(ies) to
meet the "Minimum Limits of Insurance," this insurance policy(ies) shall "follow form" and
afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella
or Excess insurance policy(ies) shall also apply on a primary and non-contributory basis
for the benefit of the CITY, its officers, officials, employees, agents, and volunteers.
DEDUCTIBLES AND SELF-INSURED RETENTIONS
CONSULTANT shall be responsible for payment of any deductibles contained in any
insurance policy(ies) required herein and CONSUL TANT shall also be responsible for
payment of any self-insured retentions. Any deductibles or self-insured retentions must
be declared to on the Certificate of Insurance, and approved by, the CITY's Risk Manager
or designee. At the option of the CITY's Risk Manager or designee, either:
(i) The insurer shall reduce or eliminate such deductibles or self-insured
retentions as respects CITY, its officers, officials, employees, agents,
and volunteers; or
(ii) CONSUL TANT shall provide a financial guarantee, satisfactory to
CITY's Risk Manager or designee, guaranteeing payment of losses
and related investigations, claim administration and defense
expenses. At no time shall CITY be responsible for the payment of
any deductibles or self-insured retentions.
OTHER INSURANCE PROVISIONS/ENDORSEMENTS
The General Uabilitv and Automobile Liability insurance policies are to contain, or be
endorsed to contain, the following provisions:
1. CITY, its officers, officials, employees, agents, and volunteers are to be
covered as additional insureds. CONSUL TANT shall establish additional
insured status for the City and for all ongoing and completed operations
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Page 2 of 4
under the Commercial General Liability policy by use of ISO Forms or an
executed manuscript insurance company endorsement providing additional
insured status. The Commercial General endorsements must be as broad
as that contained in ISO Forms: GC 20 10 11 85 or both CG 20 1 O & CG 20
37.
2. The coverage shall contain no special limitations on the scope of protection
afforded to CITY, its officers, officials, employees, agents, and volunteers.
Any available insurance proceeds in excess of the specified minimum limits
and coverage shall be available to the Additional Insured.
3. For any claims relating to this Agreement, CONSULTANT's insurance
coverage shall be primary insurance with respect to the CITY, its officers,
officials, employees, agents, and volunteers. Any insurance or self
insurance maintained by the CITY, its officers, officials, employees, agents,
and volunteers shall be excess of CONSULTANT's insurance and shall not
contribute with it. CONSULTANT shall establish primary and non
contributory status by using ISO Form CG 20 01 04 13 or by an executed
manuscript insurance company endorsement that provides primary and
non-contributory status as broad as that contained in ISO Form CG
20 01 04 13.
The Workers ' Compensation insurance policy is to contain, or be endorsed to contain, the
following provision: CONSULTANT and its insurer shall waive any right of subrogation
against CITY, its officers, officials, employees, agents, and volunteers.
If the Professional Liability (Errors and Omissions) insurance policy is written on a claims
made form:
1. The retroactive date must be shown, and must be before the effective date
of the Agreement or the commencement of work by CONSULTANT.
2. Insurance must be maintained and evidence of insurance must be provided
for at least five (5) years after completion of the Agreement work or
termination of the Agreement, whichever occurs first, or, in the alternative,
the policy shall be endorsed to provide not less than a five (5) year discovery
period.
3 . If coverage is canceled or non-renewed, and not replaced with another
claims-made policy form with a retroactive date prior to the effective date of
the Agreement or the commencement of work by CONSULTANT,
CONSULTANT must purchase "extended reporting" coverage for a
minimum of five (5) years completion of the Agreement work or termination
of the Agreement, whichever occurs first.
4. A copy of the claims reporting requirements must be submitted to CITY for
review.
5. These requirements shall survive expiration or termination of the
Agreement.
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All policies of insurance required herein shall be endorsed to provide that the coverage
shall not be cancelled, non-renewed, reduced in coverage or in limits except after thirty
(30) calendar days written notice by certified mail, return receipt requested, has been
given to CITY. CONSUL TANT is also responsible for providing written notice to the CITY
under the same terms and conditions . Upon issuance by the insurer, broker, or agent of
a notice of cancellation, non-renewal , or reduction in coverage or in limits, CONSUL TANT
shall furnish CITY with a new certificate and applicable endorsements for such policy(ies).
In the event any policy is due to expire during the work to be performed for CITY,
CONSUL TANT shall provide a new certificate, and applicable endorsements, evidencing
renewal of such policy not less than fifteen (15) calendar days prior to the expiration date
of the expiring policy.
Should any of the required policies provide that the defense costs are paid within the
Limits of Liability, thereby reducing the available limits by any defense costs, then the
requirement for the Limits of Liability of these polices will be twice the above stated limits.
The fact that insurance is obtained by CONSULTANT shall not be deemed to release or
diminish the liability of CONSUL TANT, including, without limitation, liability under the
indemnity provisions of this Agreement. The policy limits do not act as a limitation upon
the amount of indemnification to be provided by CONSULTANT. Approval or purchase
of any insurance contracts or policies shall in no way relieve from liability nor limit the
liability of CONSUL TANT, its principals, officers, agents, employees, persons under the
supervision of CONSUL TANT, vendors, suppliers, invitees, consultants, sub-consultants,
subcontractors, or anyone employed directly or indirectly by any of them.
SUBCONTRACTORS -If CONSUL TANT subcontracts any or all of the services to be
performed under this Agreement, CONSUL TANT shall require, at the discretion of the
CITY Risk Manager or designee, subcontractor(s) to enter into a separate Side
Agreement with the City to provide required indemnification and insurance protection.
Any required Side Agreement(s) and associated insurance documents for the
subcontractor must be reviewed and preapproved by CITY Risk Manager or designee . If
no Side Agreement is required, CONSUL TANT will be solely responsible for ensuring that
it's subcontractors maintain insurance coverage at levels no less than those required by
applicable law and is customary in the relevant industry.
VERIFICATION OF COVERAGE
CONSUL TANT shall furnish CITY with all certificate(s) and applicable endorsements
effecting coverage required hereunder. All certificates and applicable endorsements
are to be received and approved by the CITY'S Risk Manager or his/her designee prior
to CITY'S execution of the Agreement and before work commences . All non-ISO
endorsements amending policy coverage shall be executed by a licensed and authorized
agent or broker. Upon request of CITY, CONSULTANT shall immediately furnish City with
a complete copy of any insurance policy required under this Agreement, including all
endorsements , with said copy certified by the underwriter to be a true and correct copy of
the original policy. This requirement shall survive expiration or termination of this
Agreement.
ALL-S 3.1 /03-24-14
Page 4 of 4
Exhibit C
DISCLOSURE OF CONFLICT OF INTEREST
[Project Title]
PROJECT TITLE
YES* NO
1 Are you currently in litigation with the City of Fresno or any of its
agents? □ [x]
2 Do you represent any firm, organization or person who is in litigation
with the City of Fresno? □ 00
3 Do you currently represent or perform work for any clients who do
business with the City of Fresno? □ 00
4 Are you or any of your principals, managers or professionals , owners
or investors in a business which does business with the City of
Fresno, or in a business which is in litigation with the City of Fresno? □ [x]
5 Are you or any of your principals, managers or professionals , related
by blood or marriage to any City of Fresno employee who has any
significant role in the subject matter of this service? □ 00
6 Do you or any of your subcontractors have, or expect to have, any
interest, direct or indirect, in any other contract in connection with
this Project? □ [x]
* If the answer to any question is yes, please explain in full below.
Explanation: d{{J/LU'l tYl Q.,.. /t f ~,_,,,
✓ -Signat ure
_/
04/07/2022
Date
Karen M. Rezendes, Managing Partner
(name)
Lozano Smith, LLP
(company)
7404 North Spalding Avenue
(address)
□ Additional page(s) attached. Fresno, CA 93720
(city state zip)