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01-0831_MNA CONSULTING_Personal Services AgreementPERSONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this -3-L day of August, 2001, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and MNA Consulting (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to assist the City in the Eastern Territory Sphere of Influence Study for that land area consisting of portions of Rancho Mission Viejo and extending easterly from the City limits to the general vicinity of the proposed Foothill Transportation Corridor ("C" Align- ment), and between the Ladera Planned Community to the north and the City of San Clemente to the south, all within unincorporated County of Orange; and WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit 'A" attached and incorporated herein by reference. Consultant warrants that all of its services shall be performed in a competent, professional and satisfactory manner and in accordance with the prevalent standards of its profession. Section 2. Term. This Agreement shall commence on the effective date of this Agreement and services required hereunder shall be completed by no later than December 31, 2001. Section 3. Compensation. 3.1 Amount. Total compensation forthe scope of services for this Project shall not exceed ten thousand dollars ($10,000), as set forth in Exhibit "B," attached and incorporated herein by reference. CAMy DocumentsMordPerfect Documents\Inter-jurisdictional\EastemSphere\sphere-acs.wpd 01/25/00 page 1 of 7 3.2 Rate Schedule. The services shall be billed to the City at the hourly rate set forth in Exhibit "C," attached and incorporated herein by reference. Included within the compensation are all the Consultant's ordinary office and overhead expenses incurred by it, its agents and employees, including meetings with the City representatives and incidental costs to perform the stipulated services. Submittals shall be in accordance with Consultant's proposal. 3.3 Method of Payment. Consultant shall submit monthly invoices based on total services which have been satisfactorily completed and specifying a percentage of projected completion for approval by the City. The City will pay monthly progress payments based on approved invoices in accordance with this Section. For extra work not part of this Agreement, a written authorization from City is required prior to Consultant undertaking any extra work. 3.4 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to City. Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. CAMy DocumentsMordPerfect Documents\Inter-jurisdictional\EasternSphere\sphere-acs.wpd 01/25/00 page 2 of 7 Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the City, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; (2) it has investigated the proposed construction site, including the location of all utilities, and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by City, it shall immediately inform City of this and shall not proceed with furtherwork under this Agreement until written instructions are received from the City. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at least one (1) copy of any final reports and architectural drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City. CAMy Documents\WordPerfect Documents\interjurisdictional\EastemSphere\sphem-acs.wpd 01/25/00 page 3 of 7 Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities, expenses ordamages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for errors and omissions committed by Consultant arising out of or in connection with the work, operation or activities of Consultant, its agents, employees and subcontractors in carrying out its obligations under this Agreement. Section 14. Insurance. Insurance required herein shall be provided by Admitted Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better. 14.1 Comprehensive General Liability. Throughoutthe term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in the following minimum amounts: $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period. 14.2 Comprehensive Automobile Liability. Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and non - owned vehicles in the following minimum amounts: CAMy Documents\WordPerfect Documents\Inter-jurisdictional\EasternSphere\sphere-acs.wpd 01/25/00 page 4 of 7 $500,000 property damage; $500,000 injury to one person/any one occurrence/not limited to contractual period; $1,000,000 injury to more than one person/any one occurrence/not limited to contractual period 14.3 Worker's Compensation. If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Worker's Compensation Employer's Liability Insurance in the statutory amount as required by state law. 14.4 Proof of Insurance Requirements/Endorsement. Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self -retention amount, and an additional insured endorsement to the Consultant's general liability and umbrella liability policies using ISO form CG 20 10 11 85 (in no event with an edition date later than 1990) to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied. 14.5 Errors and Omissions Coverage Throughout the term of this Agreement, Consultant shall not be required to maintain Errors and Omissions Coverage (professional liability coverage). 14.6 Notice of Cance Ilation/Term!nation of Insurance. The above policy/policies shall not terminate, nor shall they be canceled, nor the coverages reduced, until afterthirty (30) days' written notice is given to City, except that ten (10) days' notice shall be given if there is a cancellation due to failure to pay a premium. 14.7 Terms of Compensation. Consultant shall not receive any compensation until all insurance provisions have been satisfied. CAMy Documents\WordPerfect Documents\Inter-jurisdictional\EastemSphere\sphere-acs.wpd 01/25/00 page 5 of 7 14.8 Notice to Proceed. Consultant shall not proceed with any work under this Agreement until the City has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement. Section 15. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 16. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Cindy Russell, Administrative Services Director To Consultant: Laurie J. McKinley, Senior Partner MNA Consulting 427 "C" Street, Suite 308 San Diego, CA 92101 Section 17. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 18. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). CAMy Documents\WordPerfect Documents\Inter-jurisdictional\EasternSphere\sphere-acs.wpd 01/25/00 page 6 of 7 Section 19. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. ATTEST: Monahan, City Clerk APPROVED AS TO FORM: John R. Sha , C Attorney CITY 9f SAN JUAN CAPISTRANO City Manager CONSULT. gy L au I e J. M nley, Seni Partn r CAMy Documents\WordPerfect Documents\Inter-jurisdictional\EastemSphere\sphere-acs.wpd 01/25/00 page 7 of 7 Scope Of Services San Juan Capistrano Eastern Territory Political Strategy The following provides a Scope of Services to be provided by NINA Consulting to the City of San Juan Capistrano. MNA Consulting has been asked by the City to assist in the evaluation of a County proposal to develop a collaborative planning process for property located east of the City of San Juan Capistrano and proposed for future development (the "Eastern Territory"). MNA Consulting will work with the City to develop the most effective strategy for City participation in the Eastern Territory planning program and to provide the City with optimal influence in the decisions related to future development. MNA proposes to provide assistance to the City through a time -and -materials contract, not to exceed a total amount of $10,000. Laurie McKinley, Senior Partner, will be the lead consultant on this project. The Scope of Work will provide for approximately 40 hours of consulting from Ms. McKinley, plus research and administrative assistance from MNA staff. The following Tasks are anticipated to be undertaken as part of this Scope of Work: • Understanding agendas and concerns of current players Ms. McKinley will meet with County planning staff, LAFCO staff, and representatives of the project proponent. Gathering information from these constituencies will provide a better understanding of how the City may best play a meaningful role in the planning process. • Review and Evaluation of County Stakeholders Proposal Ms. McKinley will review the County's proposal to create an Ad Hoc Stakeholders Committee, and provide recommendations for a City response to the proposal. • City Strategy Meetings Ms. McKinley will meet with City staff to discuss observations and information gathered from meetings with other constituencies. Ms. McKinley will also participate in a City "brainstorming session" to evaluate alternative approaches to influencing the Eastern Territory planning effort and to develop an overall strategy to address City concerns. M N We,i F Scope Of Services San Juan Capistrano Eastern Territory Political Strategy The following provides a Scope of Services to be provided by NINA Consulting to the City of San Juan Capistrano. MNA Consulting has been asked by the City to assist in the evaluation of a County proposal to develop a collaborative planning process for property located east of the City of San Juan Capistrano and proposed for future development (the "Eastern Territory"). MNA Consulting will work with the City to develop the most effective strategy for City participation in the Eastern Territory planning program and to provide the City with optimal influence in the decisions related to future development. MNA proposes to provide assistance to the City through a time -and -materials contract, not to exceed a total amount of $10,000. Laurie McKinley, Senior Partner, will be the lead consultant on this project. The Scope of Work will provide for approximately 40 hours of consulting from Ms. McKinley, plus research and administrative assistance from MNA staff. The following Tasks are anticipated to be undertaken as part of this Scope of Work: • Understanding agendas and concerns of current players Ms. McKinley will meet with County planning staff, LAFCO staff, and representatives of the project proponent. Gathering information from these constituencies will provide a better understanding of how the City may best play a meaningful role in the planning process. • Review and Evaluation of County Stakeholders Proposal Ms. McKinley will review the County's proposal to create an Ad Hoc Stakeholders Committee, and provide recommendations for a City response to the proposal. • City Strategy Meetings Ms. McKinley will meet with City staff to discuss observations and information gathered from meetings with other constituencies. Ms. McKinley will also participate in a City "brainstorming session" to evaluate alternative approaches to influencing the Eastern Territory planning effort and to develop an overall strategy to address City concerns. EXHIBIT B PAYMENT FOR SERVICES Section I. Consultant Fee: The total lump sum compensation for all services performed pursuant to this agreement shall not exceed ten thousand dollars ($10,000) and shall be payable on a time and material basis.. This fee shall include all costs incurred, by the CONSULTANT for salary, travel, and miscellaneous expenses necessary to complete all work specified in the "Scope of Work" (Exhibit "A"). Section Il. Contract Administration and Payment: The City agrees to make payments to the CONSULTANT within thirty (30) days of billing and upon demand by CONSULTANT for that work conducted pursuant to the approved scope of work . C:Wy Documents\WordPerfect Documents\Inter-jurisdictional\EasternSphere\sphere-pfs.wpd