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HomeMy WebLinkAboutC-7943-2 - On-Call PSA for Return to Work Program ManagementON -CALL PROFESSIONAL SERVICES AGREEMENT WITH MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS FOR RETURN TO WORK PROGRAM MANAGEMENT THIS ON -CALL PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into as of this 1st day of November, 2025 ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California municipal corporation and charter city ("City"), and MONJARAS & WISMEYER GROUP INCORPORATED, a California corporation, doing business as ("DBA") RETURN TO WORK PARTNERS ("Consultant"), whose address is 2201 E. WILLOW ST. D#189, SIGNAL HILL, CA 90755, and is made with reference to the following: RECITALS A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of City. B. City desires to engage Consultant to provide job analysis, interactive meetings, and ergonomic evaluations ("Project"). C. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the professional services described in this Agreement. D. City has solicited and received a proposal from Consultant, has reviewed the previous experience and evaluated the expertise of Consultant, and desires to retain Consultant to render professional services under the terms and conditions set forth in this Agreement. E. The parties previously entered into that certain, On -Call Professional Services Agreement with Monjaras & Wismeyer Group Incorporated DBA Return to Work Partners for Return to Work Program Management, dated November 1, 2020 ("Previous Agreement"), which the parties desire to terminate as of the Effective Date of this Agreement. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: 1. TERM The term of this Agreement shall commence on the Effective Date, and shall terminate on June 30, 2027, unless terminated earlier as set forth herein. 2. SERVICES TO BE PERFORMED 2.1 Consultant shall perform the on -call services described in the Scope of Services attached hereto as Exhibit A and incorporated herein by reference ("Services" or "Work"). Upon written request from the Project Administrator as defined herein, Consultant shall provide a letter proposal for Services requested by the City (hereinafter referred to as the "Letter Proposal"). The Letter Proposal shall include the following: 2.1.1 A detailed description of the Services to be provided; 2.1.2 The position of each person to be assigned to perform the Services, and the name of the individuals to be assigned, if available; and 2.1.3 The estimated number of hours and cost to complete the Services; 2.1.4 The time needed to finish the specific project. 2.2 No Services shall be provided until the Project Administrator has provided written acceptance of the Letter Proposal. Once authorized to proceed, Consultant shall diligently perform the duties in the approved Letter Proposal. 3. TIME OF PERFORMANCE 3.1 Time is of the essence in the performance of Services under this Agreement and Consultant shall perform the Services in accordance with the schedule included in Exhibit A and the Letter Proposal. In the absence of a specific schedule, the Services shall be performed to completion in a diligent and timely manner. The failure by Consultant to strictly adhere to the schedule set forth in Exhibit A and the Letter Proposal, if any, or perform the Services in a diligent and timely manner may result in termination of this Agreement by City. 3.2 Notwithstanding the foregoing, Consultant shall not be responsible for delays due to causes beyond Consultant's reasonable control. However, in the case of any such delay in the Services to be provided for the Project, each party hereby agrees to provide notice within two (2) calendar days of the occurrence causing the delay to the other party so that all delays can be addressed. 3.3 Consultant shall submit all requests for extensions of time for performance in writing to the Project Administrator as defined herein not later than ten (10) calendar days after the start of the condition that purportedly causes a delay. The Project Administrator shall review all such requests and may grant reasonable time extensions for unforeseeable delays that are beyond Consultant's control. 3.4 For all time periods not specifically set forth herein, Consultant shall respond in the most expedient and appropriate manner under the circumstances, by hand -delivery or mail. 4. COMPENSATION TO CONSULTANT 4.1 City shall pay Consultant for the Services on a time and expense not -to - exceed basis in accordance with the provisions of this Section and the Letter Proposal MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 2 and the Schedule of Billing Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's compensation for all Work performed in accordance with this Agreement, including all reimbursable items and subconsultant fees, shall not exceed Twenty Five Thousand Dollars and 00/100 ($25,000.00), without prior written authorization from City. No billing rate changes shall be made during the term of this Agreement without the prior written approval of City. 4.2 Consultant shall submit monthly invoices to City describing the Work performed the preceding month. Consultant's bills shall include the name of the person who performed the Work, a brief description of the Services performed and/or the specific task in the Scope of Services to which it relates, the date the Services were performed, the number of hours spent on all Work billed on an hourly basis, and a description of any reimbursable expenditures. City shall pay Consultant no later than thirty (30) calendar days after approval of the monthly invoice by City staff. 4.3 City shall reimburse Consultant only for those costs or expenses specifically identified in Exhibit B to this Agreement and the Letter Proposal or specifically approved in writing in advance by City. 4.4 Consultant shall not receive any compensation for Extra Work performed without the prior written authorization of City. As used herein, "Extra Work" means any Work that is determined by City to be necessary for the proper completion of the Project, but which is not included within the Scope of Services and which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Compensation for any authorized Extra Work shall be paid in accordance with the Schedule of Billing Rates as set forth in Exhibit B and the Letter Proposal. 5. PROJECT MANAGER 5.1 Consultant shall designate a Project Manager, who shall coordinate all phases of the Project. This Project Manager shall be available to City at all reasonable times during the Agreement term. Consultant has designated Steve P. Monjaras to be its Project Manager. Consultant shall not remove or reassign the Project Manager or any personnel listed in Exhibit A or assign any new or replacement personnel to the Project without the prior written consent of City. City's approval shall not be unreasonably withheld with respect to the removal or assignment of non -key personnel. 5.2 Consultant, at the sole discretion of City, shall remove from the Project any of its personnel assigned to the performance of Services upon written request of City. Consultant warrants that it will continuously furnish the necessary personnel to complete the Project on a timely basis as contemplated by this Agreement. 5.3 If Consultant is performing inspection services for City, the Project Manager and any other assigned staff shall be equipped with a cellular phone to communicate with City staff. The Project Manager's cellular phone number shall be provided to City. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 3 6. ADMINISTRATION This Agreement will be administered by the Human Resources Department. City's Human Resources Director or designee shall be the Project Administrator and shall have the authority to act for City under this Agreement. The Project Administrator shall represent City in all matters pertaining to the Services to be rendered pursuant to this Agreement. 7. CITY'S RESPONSIBILITIES To assist Consultant in the execution of its responsibilities under this Agreement, City agrees to provide access to and upon request of Consultant, one copy of all existing relevant information on file at City. City will provide all such materials in a timely manner so as not to cause delays in Consultant's Work schedule. 8. STANDARD OF CARE 8.1 All of the Services shall be performed by Consultant or under Consultant's supervision. Consultant represents that it possesses the professional and technical personnel required to perform the Services required by this Agreement, and that it will perform all Services in a manner commensurate with community professional standards and with the ordinary degree of skill and care that would be used by other reasonably competent practitioners of the same discipline under similar circumstances. All Services shall be performed by qualified and experienced personnel who are not employed by City. By delivery of completed Work, Consultant certifies that the Work conforms to the requirements of this Agreement, all applicable federal, state and local laws, and legally recognized professional standards. 8.2 Consultant represents and warrants to City that it has, shall obtain, and shall keep in full force and effect during the term hereof, at its sole cost and expense, all licenses, permits, qualifications, insurance and approvals of whatsoever nature that is legally required of Consultant to practice its profession. Consultant shall maintain a City of Newport Beach business license during the term of this Agreement. 8.3 Consultant shall not be responsible for delay, nor shall Consultant be responsible for damages or be in default or deemed to be in default by reason of strikes, lockouts, accidents, acts of God, or the failure of City to furnish timely information or to approve or disapprove Consultant's Work promptly, or delay or faulty performance by City, contractors, or governmental agencies. 9. HOLD HARMLESS 9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend and hold harmless City, its City Council, boards and commissions, officers, agents, volunteers and employees (collectively, the "Indemnified Parties") from and against any and all claims (including, without limitation, claims for bodily injury, death or damage to property), demands, obligations, damages, actions, causes of action, suits, losses, judgments, fines, penalties, liabilities, costs and expenses (including, without limitation, MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 4 attorneys' fees, disbursements and court costs) of every kind and nature whatsoever (individually, a Claim; collectively, "Claims"), which may arise from or in any manner relate (directly or indirectly) to any breach of the terms and conditions of this Agreement, any Work performed or Services provided under this Agreement including, without limitation, defects in workmanship or materials or Consultant's presence or activities conducted on the Project (including the negligent, reckless, and/or willful acts, errors and/or omissions of Consultant, its principals, officers, agents, employees, vendors, suppliers, consultants, subcontractors, anyone employed directly or indirectly by any of them or for whose acts they may be liable, or any or all of them). 9.2 Notwithstanding the foregoing, nothing herein shall be construed to require Consultant to indemnify the Indemnified Parties from any Claim arising from the sole negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity shall be construed as authorizing any award of attorneys' fees in any action on or to enforce the terms of this Agreement. This indemnity 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. 10. INDEPENDENT CONTRACTOR It is understood that City retains Consultant on an independent contractor basis and Consultant is not an agent or employee of City. The manner and means of conducting the Work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the expressed terms of this Agreement. No civil service status or other right of employment shall accrue to Consultant or its employees. Nothing in this Agreement shall be deemed to constitute approval for Consultant or any of Consultant's employees or agents, to be the agents or employees of City. Consultant shall have the responsibility for and control over the means of performing the Work, provided that Consultant is in compliance with the terms of this Agreement. Anything in this Agreement that may appear to give City the right to direct Consultant as to the details of the performance of the Work or to exercise a measure of control over Consultant shall mean only that Consultant shall follow the desires of City with respect to the results of the Services. 11. COOPERATION Consultant agrees to work closely and cooperate fully with City's designated Project Administrator and any other agencies that may have jurisdiction or interest in the Work to be performed. City agrees to cooperate with the Consultant on the Project. 12. CITY POLICY Consultant shall discuss and review all matters relating to policy and Project direction with City's Project Administrator in advance of all critical decision points in order to ensure the Project proceeds in a manner consistent with City goals and policies. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 5 13. PROGRESS Consultant is responsible for keeping the Project Administrator informed on a regular basis regarding the status and progress of the Project, activities performed and planned, and any meetings that have been scheduled or are desired. 14. INSURANCE Without limiting Consultant's indemnification of City, and prior to commencement of Work, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement or for other periods as specified in this Agreement, policies of insurance of the type, amounts, terms and conditions described in the Insurance Requirements attached hereto as Exhibit C, and incorporated herein by reference. 15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS Except as specifically authorized under this Agreement, the Services to be provided under this Agreement shall not be assigned, transferred contracted or subcontracted out without the prior written approval of City. Any of the following shall be construed as an assignment: The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or joint -venture or syndicate or co -tenancy, which shall result in changing the control of Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five percent (25%) or more of the assets of the corporation, partnership or joint -venture. 16. SUBCONTRACTING The subcontractors authorized by City, if any, to perform Work on this Project are identified in Exhibit A and the Letter Proposal. Consultant shall be fully responsible to City for all acts and omissions of any subcontractor. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise required by law. City is an intended beneficiary of any Work performed by the subcontractor for purposes of establishing a duty of care between the subcontractor and City. Except as specifically authorized herein, the Services to be provided under this Agreement shall not be otherwise assigned, transferred, contracted or subcontracted out without the prior written approval of City. 17. OWNERSHIP OF DOCUMENTS 17.1 Each and every report, draft, map, record, plan, document and other writing produced, including but not limited to, websites, blogs, social media accounts and applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant, its officers, employees, agents and subcontractors, in the course of implementing this Agreement, shall become the exclusive property of City, and City shall have the sole right to use such materials in its discretion without further compensation to Consultant or any other party. Additionally, all material posted in cyberspace by Consultant, its officers, MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 6 employees, agents and subcontractors, in the course of implementing this Agreement, shall become the exclusive property of City, and City shall have the sole right to use such materials in its discretion without further compensation to Consultant or any other party. Consultant shall, at Consultant's expense, provide such Documents, including all logins and password information to City upon prior written request. 17.2 Documents, including drawings and specifications, prepared by Consultant pursuant to this Agreement are not intended or represented to be suitable for reuse by City or others on any other project. Any use of completed Documents for other projects and any use of incomplete Documents without specific written authorization from Consultant will be at City's sole risk and without liability to Consultant. Further, any and all liability arising out of changes made to Consultant's deliverables under this Agreement by City or persons other than Consultant is waived against Consultant, and City assumes full responsibility for such changes unless City has given Consultant prior notice and has received from Consultant written consent for such changes. 17.3 All written documents shall be transmitted to City in formats compatible with Microsoft Office and/or viewable with Adobe Acrobat. 18. CONFIDENTIALITY All Documents, including drafts, preliminary drawings or plans, notes and communications that result from the Services in this Agreement, shall be kept confidential unless City expressly authorizes in writing the release of information. 19. INTELLECTUAL PROPERTY INDEMNITY Consultant shall defend and indemnify City, its agents, officers, representatives and employees against any and all liability, including costs, for infringement or alleged infringement of any United States' letters patent, trademark, or copyright, including costs, contained in Consultant's Documents provided under this Agreement. 20. RECORDS Consultant shall keep records and invoices in connection with the Services to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any Services, expenditures and disbursements charged to City, for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of City to examine, audit and make transcripts or copies of such records and invoices during regular business hours. Consultant shall allow inspection of all Work, data, Documents, proceedings and activities related to the Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 7 21. WITHHOLDINGS City may withhold payment to Consultant of any disputed sums until satisfaction of the dispute with respect to such payment. Such withholding shall not be deemed to constitute a failure to pay according to the terms of this Agreement. Consultant shall not discontinue Work as a result of such withholding. Consultant shall have an immediate right to appeal to the City Manager or designee with respect to such disputed sums. Consultant shall be entitled to receive interest on any withheld sums at the rate of return that City earned on its investments during the time period, from the date of withholding of any amounts found to have been improperly withheld. 22. ERRORS AND OMISSIONS In the event of errors or omissions that are due to the negligence or professional inexperience of Consultant which result in expense to City greater than what would have resulted if there were not errors or omissions in the Work accomplished by Consultant, the additional design, construction and/or restoration expense shall be borne by Consultant. Nothing in this Section is intended to limit City's rights under the law or any other sections of this Agreement. 23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS City reserves the right to employ other Consultants in connection with the Project. 24. CONFLICTS OF INTEREST 24.1 Consultant or its employees may be subject to the provisions of the California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et seg., which (1) require such persons to disclose any financial interest that may foreseeably be materially affected by the Work performed under this Agreement, and (2) prohibit such persons from making, or participating in making, decisions that will foreseeably financially affect such interest. 24.2 If subject to the Act and/or Government Code §§ 1090 et seg., Consultant shall conform to all requirements therein. Failure to do so constitutes a material breach and is grounds for immediate termination of this Agreement by City. Consultant shall indemnify and hold harmless City for any and all claims for damages resulting from Consultant's violation of this Section. 25. NOTICES 25.1 All notices, demands, requests or approvals, including any change in mailing address, to be given under the terms of this Agreement shall be given in writing, and conclusively shall be deemed served when delivered personally, or on the third business day after the deposit thereof in the United States mail, postage prepaid, first- class mail, addressed as hereinafter provided. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 8 25.2 All notices, demands, requests or approvals from Consultant to City shall be addressed to City at: Attn: Human Resources Director Human Resources Department City of Newport Beach 100 Civic Center Drive PO Box 1768 Newport Beach, CA 92658 25.3 All notices, demands, requests or approvals from City to Consultant shall be addressed to Consultant at: Attn: Steve P. Monjaras Monjaras & Wismeyer Group Incorporated dba Return to Work Partners 2201 E. Willow St. D#189 Signal Hill, CA 90755 26. CLAIMS Unless a shorter time is specified elsewhere in this Agreement, before making its final request for payment under this Agreement, Consultant shall submit to City, in writing, all claims for compensation under or arising out of this Agreement. Consultant's acceptance of the final payment shall constitute a waiver of all claims for compensation under or arising out of this Agreement except those previously made in writing and identified by Consultant in writing as unsettled at the time of its final request for payment. Consultant and City expressly agree that in addition to any claims filing requirements set forth in the Agreement, Consultant shall be required to file any claim Consultant may have against City in strict conformance with the Government Claims Act (Government Code sections 900 et seq.). 27. TERMINATION 27.1 In the event that either party fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, that party shall be deemed in default in the performance of this Agreement. If such default is not cured within a period of two (2) calendar days, or if more than two (2) calendar days are reasonably required to cure the default and the defaulting party fails to give adequate assurance of due performance within two (2) calendar days after receipt of written notice of default, specifying the nature of such default and the steps necessary to cure such default, and thereafter diligently take steps to cure the default, the non -defaulting party may terminate the Agreement forthwith by giving to the defaulting party written notice thereof. 27.2 Notwithstanding the above provisions, City shall have the right, at its sole and absolute discretion and without cause, of terminating this Agreement at any time by giving no less than seven (7) calendar days' prior written notice to Consultant. In the event of termination under this Section, City shall pay Consultant for Services MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 9 satisfactorily performed and costs incurred up to the effective date of termination for which Consultant has not been previously paid. On the effective date of termination, Consultant shall deliver to City all reports, Documents and other information developed or accumulated in the performance of this Agreement, whether in draft or final form. 28. STANDARD PROVISIONS 28.1 Recitals. City and Consultant acknowledge that the above Recitals are true and correct and are hereby incorporated by reference into this Agreement. 28.2 Compliance with all Laws. Consultant shall, at its own cost and expense, comply with all statutes, ordinances, regulations and requirements of all governmental entities, including federal, state, county or municipal, whether now in force or hereinafter enacted. In addition, all Work prepared by Consultant shall conform to applicable City, county, state and federal laws, rules, regulations and permit requirements and be subject to approval of the Project Administrator and City. 28.3 Waiver. A waiver by either party of any breach, of any term, covenant or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant or condition contained herein, whether of the same or a different character. 28.4 Integrated Contract. This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions herein. 28.5 Conflicts or Inconsistencies. In the event there are any conflicts or inconsistencies between this Agreement and the Scope of Services or any other attachments attached hereto, the terms of this Agreement shall govern. 28.6 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of the Agreement or any other rule of construction which might otherwise apply. 28.7 Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. 28.8 Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 28.9 Controlling Law and Venue. The laws of the State of California shall govern this Agreement and all matters relating to it and any action brought relating to this Agreement shall be adjudicated in a court of competent jurisdiction in the County of Orange, State of California. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 10 28.10 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because race, religious creed, color, national origin, ancestry, physical handicap, medical condition, marital status, sex, sexual orientation, age or any other impermissible basis under law. 28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under this Agreement, the prevailing party shall not be entitled to attorneys' fees. 28.12 Counterparts. This Agreement may be executed in two (2) or more counterparts, each of which shall be deemed an original and all of which together shall constitute one (1) and the same instrument. 29. TERMINATION OF PRIOR AGREEMENT The Prior Agreement between the parties, as defined in the recitals to this Agreement, is hereby terminated as of the Effective Date of this Agreement. [SIGNATURES ON NEXT PAGE] MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Pagel l IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the dates written below. APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE Date: / l k /Z By: p c Aa, on C. Harp City Attorney ATTEST: Date: 011/'2 q / zoaS By: Y Fdo- MoII P rry Interim City Clerk N&PO RNA CITY OF NEWPORT BEACH, a CaliforLia municipal corporation Date: By: Tara Finnigan / Acting Human Resources(_ erector/ Assistant City Manager CONSULTANT: MONJARAS & WISMEYER GROUP INCORPORATED, a California corporation, doing business as ("DBA") RETURN TO WORK PARTNERS Date: Signed in Counterpart By: Steve M Monjaras Chief Executive Officer/Secretary Date: Signed in Counterpart By: Alicia S Greenwood Chief Financial Officer [END OF SIGNATURES] Attachments: Exhibit A — Scope of Services Exhibit B — Schedule of Billing Rates Exhibit C — Insurance Requirements MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 12 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the dates written below. APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE Date: ' j / 1 t / By: Aa on C. Harp City Attorney ATTEST: Date: Molly Perry Interim City Clerk CITY OF NEWPORT BEACH, a California municipal corporation Date: r, By:\- \ Tara Finnigan Acting Human Resources( rector/ Assistant City Manager CONSULTANT: MONJARAS & WISMEYER GROUP INCORPORATED, a California corporation, doing business as ("DBA") RETURN TO WORK PARTNERS Date: q - 15 . orloas By: _<�L a' -A Steve njyr s Chief E��utive Officer/Secretary Dates Ckl V� - ati0-�s By: lv-- Ali N Greenwood Chief Financial Officer Attachments: Exhibit A — Scope of Services Exhibit B — Schedule of Billing Rates Exhibit C — Insurance Requirements MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page 12 EXHIBIT SCOPE OF SERVICES MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page A-1 EXHIBIT A SCOPE OF SERVICES OBJECTIVE: Return To Work Partners ("Consultant") shall provide services related to the development of an Essential Function Job Analysis ("EJFA"), Accommodation Meeting Facilitation, and Management of Return -to -Work Program. EFJA and accommodation meetings will be completed on an as needed basis for open claims and on non -industrial related requests. I. Essential Functions Job Analysis will be developed around our pre -formatted EFJA template. Each EFJA will have specific information based on information provided via existing job description, via interviews with incumbents and by observation. The EFJA will outline the following: job purpose; work schedule; required qualification; identification of essential & non -essential job functions; supporting documentation how essential & non -essential functions were identified; physical demands and frequencies; hand activities and frequencies; lifting and carrying requirements; equipment and machinery operated; mental & psychological demands; environmental exposures; and, communications and sensory demands. Upon request additional physical and psychological demands can be added. This will enable the City of Newport Beach to create a job bank that will meet its current and future needs. II. Accommodation Meeting / Interactive Process will be developed around our pre -formatted Interactive Accommodation Assessment Summary. Each accommodation meeting will be handled by an experienced consultant and will include the following services: contacts with all pertaining parties; scheduling of meeting; review and development of all supporting documents e.g. notices, follow-up, attaining precise work restrictions/limitations; facilitation of the interactive process; complete documentation of meeting; and, development of return -to -work agreements and related supporting documents and obtaining signatures as needed. All services will include the following complementary services: • Complimentary Disability Compliance Assessments and the staffing and consultation of developing situations; • Maintenance and cataloging of all Accommodation Meetings conducted by Consultant. III. Ergonomic Evaluation will be billed at an hourly rate. Services will include an on - site evaluation, research/assessment of equipment needs and ergonomic equipment recommendation, which will be summarized in a formal Workstation Assessment Report with pictures of current set-up. Each workstation assessment will be evaluated by various worksite components, e.g. monitor, chair, input devices and overall office layout. Should the recommendations and equipment outlined in the submitted report be approved, a follow-up visit by a consultant is recommended in order to ensure that all recommendations are appropriately applied. In addition, a follow-up visit will help ensure the workstation encourages neutral work positions and ensures that the employee understands how to utilize any new equipment provided. ■■■ DISABILITY MANAGEMENT AND COMPLIANCE CONSULTANTS • Interactive Process / Reasonable Accommodation / Coordination Of Process And Facilitation • Essential Functions Job Analysis & On Site Job Analysis • Ergonomic Evaluations, Equipment Sales, Installations And Training • Fair Employment Housing Act (FEHA) Consulting, Training & Compliance • Americans With Disabilities Act - Title I (ADA) Consulting, Training & Compliance • Disability Compliance Assessments / File Review / Expert Witness • Return to Work Program Development & Management E12WP RETURN TO WORK P A R T N E R S SERVICES NNE This is a challenging time for California employers on many fronts. Staying current and compliant on state human resources, workers' compensation and payroll regulations alone is demanding for employers of all sizes. For many, maintaining the knowledge base and making the necessary time available to properly manage state and federal disability laws is simply too much. Unfortunately, the financial cost to an organization for failing to manage disability compliance laws and regulations can be larger than any other personnel violation. Compliance is not an option, it is a necessity of all risk management strategies and Return To Work Partners can help. Join the hundreds of California employers who decided to partner with us to deliver their disability management plans to reduce liability and protect from unnecessary lawsuits, government fines, and state penalties. Our experienced consultants will ensure that your company is not only compliant, but that the processes used support your organizational culture and overall human resource goals. RETURN TO WORK PARTNERS has been supporting businesses and nonprofits alike in California since 1999 delivering the following services: • Interactive Process / Reasonable Accommodation / Coordination Of Process And Facilitation • Fair Employment Housing Act (FEHA) Consulting, Training & Compliance • Essential Functions Job Analysis & On Site Job Analysis • Americans With Disabilities Act - Title I (ADA) Consulting, Training & Compliance • Ergonomic Evaluations, Equipment Sales, Installations And Training • Disability Compliance Assessments / File Review / Expert Witness • Return to Work Program Development & Management * Bilingual staff available for all services. EXPERIENCE YOU CAN TRUST mom Since 1999, RETURN TO WORK PARTNERS has been assisting employers comply with the full range of state and federal disability compliance laws and regulations, including the Fair Employment Housing Act, Title I of the Americans with Disabilities Act, California workers' compensation laws, California Family Rights Act, and the Family Medical Leave Act. Our consultants bring executive -level experience managing the full spectrum of disability compliance and human resource programs and processes. This knowledge base is critical in providing our clients with the support necessary to fully manage disability compliance issues that are so often intertwined with risk management, human resource and collective bargaining issues. 2WP RETURN TO WORK P A R T N E R S Specializing in FEHA and ADA management, compliance and training. CALIFORNIA DISABILITY COMPLIANCE OVERVIEW mom California employers with five or more employees must comply with the provisions of the Farr Employment and Housing Act (California Government Code § 12940) whichprovides California's disabled applicants and employees with greater protections than guaranteed under Title I of the Americans with Disabilities Act (42 U.S.C. § 12 10 1, et seq.). The Fair Employment and Housing Act (FEHA) makes it an unlawful employment practice for an employer to fail to engage in a timely, good faith, interactive process to determine effective reasonable accommodations, if any, at the request of an employee or applicant with a known disability. Although a complex set of regulations, FEHA generally requires the following from employers: • Timely and good -faith engagement with disabled applicants/employees to discuss reasonable accommodation options, called the "Interactive Process" • Exploration of accommodations to place/return disabled applicant/ employee into modified work, called "Reasonable Accommodation" • Leave of absence extension to provide temporarily disabled employees with time to sufficiently recover so as to support a return to work • Exploration of alternate work when modified work is unavailable • Continued engagement with disabled applicant/employee, as necessary to ensure reasonable accommodation continues to be provided as/if conditions change An employer must conduct the Interactive Process and provide Reasonable Accommodation. Failure to do either is a separate violation of the law and can result in lawsuits, civil settlements, government fines and state penalties. Each case requires an individualized compliance management plan. The information contained in this pamphlet is not intended to provide specific legal advice, but should be used as a general overview of examples of employer compliance obligations. FEHA Mandates a Good Faith Interactive Process. "Employers must engage in a good faith interactive process with employees and candidates who have disabilities to determine the appropriate reasonable accommodations that might overcome the employee's/applicant's job limitations." This is a stand alone statutory requirement. Source: Fair Employment and Housing Act-FEHA (Government Code § 12940(n) "[O]rdinarily, a disabled employee may not require an employer to communicate directly with the employee's attorney, because the interactive process contemplates that the employee and employer will communicate directly with each other to exchange information about job skills and job openings." Claudio v. Regents of University of California, 134 Cal.AppAth 224, 228 (2005).] Title 2 CCR section 7294.0 defines the employer's obligation to engage in a "timely, good faith, interactive process." It identifies three situations that trigger this obligation to explore possible accommodations. • First, and most obviously, the obligation arises when an employee requests accommodation. • Second, the obligation arises when an employer "becomes aware of the need for an accommodation through a third party or by observation. So even if the employee doesn't say anything, if the employer is aware from some other source that the employee has an impairment that is interfering with his or her ability to perform the job, the employer is required to initiate the process. • Third (and this is the one that trips up employers the most), the employer must initiate the interactive process if an employee with a disability exhausts the leave provided under some other law (such as FMLA, CFRA, or pregnancy -disability leave) and remains unable to return to work. WHOM WE HAVE PARTNERED WITH ■■■ Since 1999, Return. to Work Partners has facilitated thousands of interactive meetings in compliance with the Fair Employment Housing Act (FEHA) for various public / private employers. We have helped employer save time, resources and millions in needless litigation costs. This has been achieved by assisting employers and employees in navigating the complex issues associated with disabilities in the workplace. Over the past two decades we have partnered with: CBS / Radio, Television & Outdoor; County of Los Angeles; County of Imperial; County of Ventura; City of Long Beach; City of Irvine; City of Montebello; City of Lynwood; City of El Monte; City of Carson; City of Seal Beach; City of Arcadia; City of Newport Beach; City of Hope; Children's Hospital of Orange County; Sysco Foods; Paramount Pictures; Prudential Overall Supply; Ralphs/Food For Less; La Habra Bakery; Pasadena Unified School District; Long Beach Unified School District; Newport -Mesa Unified School District; Simi Valley Unified School District; Chino Valley Unified School District; Chaffey College; South Orange County Community College District; Montebello Unified School District; Manhattan Beach Unified School District; Long Beach Transit; Omnitrans; Long Beach Memorial Hospital; Eisenhower Medical Center; Corvel / Hazelrigg Risk Management; Acclamation Insurance Management Services (AIMS); TRISTAR Risk Management; Orange County Department of Education; Fender Musical Instruments; City of Santa Maris; City of Santa Monica, City of San Clemente; Kaiser Permanente; Alcoa Fastening Systems; Alliance of Schools for Cooperative Insurance Programs (ASCIP); UC Irvine; Saddleback Unified School District; Orange County Transportation Authority; Compton Unified School District; Merle Norman Cosmetics; Temple City Unified School District; Bakersfield City School District; West Covina Unified School District; Henry Mayo Memorial Medical Hospital; Pomona Valley Medical Center; Magnolia School District Kroger — La Habra Bakery to name a few. • specific reference contacts information is available upon request. RETURN TO WORK P A R T N E R S I� 2201 E. Willow St., D#189 • Signal Hill, CA 90755 W 877.984.7969 R F: 877.984.9901 `16 www.r2wp.com EXHIBIT B SCHEDULE OF BILLING RATES MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page B-1 EXHIBIT B SCHEDULE OF BILLING RATES Essential Functions Job Analysis Fees: Description of Service Professional Rate / Fees Essential Functions Job Analysis $150.00 per hour Professional Travel Time $150.00 per hour Mileage current IRS rate Accommodation Meeting / Interactive Process Fees: Description of Service Professional Rate / Fees Accommodation Meeting/ Interactive Process $225.00 per hour Professional Travel Time $225.00 per hour Mileage current IRS rate Ergonomic Evaluation Fees: Description of Service Professional Rate / Fees Ergonomic Consultant/ Evaluation / Installation $175.00 per hour Professional Travel Time $175.00 per hour Mileage current IRS rate Cost of Ergonomic Equipment Lowest Market Price *Consultant guarantees to match the lowest available market price on equipment Misc. Billing Terms: One (1) hour of professional rate shall be applied for any cancelation of scheduled meetings less than twenty-four (24) hours in advance. 2. Litigated cases wherein Consultant is subpoenaed to appear for deposition or trial, shall be billed at a rate of Two Hundred Fifty Dollars ($250.00) per hour. 3. Travel time shall be capped at a maximum of one (1) hour per day when Consultant is requested to be on site. EXHIBIT C INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES 1. Provision of Insurance. Without limiting Consultant's indemnification of City, and prior to commencement of Work, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. Consultant agrees to provide insurance in accordance with requirements set forth here. If Consultant uses existing coverage to comply and that coverage does not meet these requirements, Consultant agrees to amend, supplement or endorse the existing coverage. 2. Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance in the State of California, with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager. 3. Coverage Requirements. A. Workers' Compensation Insurance. Consultant shall maintain Workers' Compensation Insurance, statutory limits, and Employer's Liability Insurance with limits of at least one million dollars ($1,000,000) each accident for bodily injury by accident and each employee for bodily injury by disease in accordance with the laws of the State of California. Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of City of Newport Beach, its City Council, boards and commissions, officers, agents, volunteers and employees. B. General Liability Insurance. Consultant shall maintain commercial general liability insurance, and if necessary excess/umbrella liability insurance, with coverage at least as broad as provided by Insurance Services Office form CG 00 01, in an amount not less than two million dollars ($2,000,000) per occurrence, four million dollars ($4,000,000) general aggregate. The policy shall cover liability arising from bodily injury, property damage, personal and advertising injury, and liability assumed under an insured contract (including the tort liability of another assumed in a business contract). Consultant shall submit to City, along with a certificate of insurance, additional coverage as stated in Section 4. Other Insurance Requirements. C. Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page C-1 covering bodily injury and property damage for all activities of Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non - owned or rented vehicles, in an amount not less than one million dollars ($1,000,000) combined single limit each accident. Consultant shall submit to City, along with a certificate of insurance, additional coverage as stated in Section 4. Other Insurance Requirements. D. Professional Liability (Errors & Omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of two million dollars ($2,000,000) per claim and four million dollars ($4,000,000) in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the Effective Date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. E. Excess/Umbrella Liability Insurance. If any Excess or Umbrella Liability policies are used to meet the limits of liability required by this contract, then said policies shall be "following form" of the underlying policy coverage, terms, conditions, and provisions and shall meet all of the insurance requirements stated in this contract, including, but not limited to, the additional insured and primary & non-contributory insurance requirements stated herein. No insurance policies maintained by the City, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Consultant's primary and excess/umbrella liability policies are exhausted. Consultant shall submit to City, along with a certificate of insurance, additional coverage as stated in Section 4. Other Insurance Requirements. 4. Other Insurance Requirements. The policies are to contain, or be endorsed to contain, the following provisions: A. Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against City of Newport Beach, its City Council, boards and commissions, officers, agents, volunteers, employees or shall specifically allow Consultant or others providing insurance evidence in compliance with these requirements to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers from each of its subconsultants. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page C-2 B. Additional Insured Status. All liability policies including general liability, excess/umbrella liability, and automobile liability, if required, but not including professional liability, shall provide or be endorsed to provide that City of Newport Beach, its City Council, boards and commissions, officers, agents, volunteers, employees shall be included as insureds under such policies. C. Additional Insured Status. All liability policies including general liability, excess/umbrella liability, pollution liability, and automobile liability, if required, but not including professional liability, shall provide or be endorsed to provide that City of Newport Beach, its City Council, boards and commissions, officers, agents, volunteers and employees shall be included as insureds under such policies. D. Primary and Non Contributory. All liability coverage shall apply on a primary basis and shall not require contribution from any insurance or self-insurance maintained by City. E. Notice of Cancellation. All policies shall provide City with thirty (30) calendar days' notice of cancellation (except for nonpayment for which ten (10) calendar days' notice is required) or nonrenewal of coverage for each required coverage. F. Subconsultants. Consultant shall require and verify that all subconsultants maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subconsultants. For CGL coverage subconsultants shall provide coverage with a format at least as broad as CG 20 38 04 13. Limits of liability for General Liability and Professional Liability (Errors & Omissions) in an amount not less than one million dollars ($1,000,000) per occurrence, two million dollars ($2,000,000). 5. Additional Agreements Between the Parties. The parties hereby agree to the following: A. Evidence of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers' compensation and other endorsements as specified herein for each coverage. Insurance certificates and endorsement must be approved by City's Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15) days prior to the expiration of any such policy, evidence of insurance showing that such MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page C-3 insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies. City reserves the right to require complete, certified copies of all required insurance policies, at any time. B. City's Right to Revise Requirements. City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving Consultant sixty (60) calendar days' advance written notice of such change. If such change results in substantial additional cost to Consultant, City and Consultant may renegotiate Consultant's compensation. C. Right to Review Subcontracts. Consultant agrees that upon request, all agreements with subconsultants or others with whom Consultant enters into contracts with on behalf of City will be submitted to City for review. Failure of City to request copies of such agreements will not impose any liability on City, or its employees. Consultant shall require and verify that all subconsultants maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subconsultants. For CGL coverage, subconsultants shall provide coverage with a format at least as broad as CG 20 38 04 13. D. Enforcement of Agreement Provisions. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any requirement imposes no additional obligations on City nor does it waive any rights hereunder. E. Requirements not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. F. Self -insured Retentions. Any self -insured retentions must be declared to and approved by City. City reserves the right to require that self - insured retentions be eliminated, lowered, or replaced by a deductible. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page C-4 Self- insurance will not be considered to comply with these requirements unless approved by City. G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails to provide and maintain insurance as required herein, then City shall have the right but not the obligation, to purchase such insurance, to terminate this Agreement, or to suspend Consultant's right to proceed until proper evidence of insurance is provided. Any amounts paid by City shall, at City's sole option, be deducted from amounts payable to Consultant or reimbursed by Consultant upon demand. H. Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant's performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. Consultant's Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Work. MONJARAS & WISMEYER GROUP INCORPORATED DBA RETURN TO WORK PARTNERS Page C-5 Welcome SetGra 4 294 �+ 53 ® U Search Insured Name Monjaras & Wismeyer Group, I = Monjaras & Wismeyer Group, DBA Active Records Only Advance Search Insured Tasks Admin Tools View l:t Insured Notes History �= Deficiencies Coverages Requirements Add Edit Help Video Tutorials Home U Insured Tasks U View 7= Deficiencies 7= Deficiencies Name: Monjaras & Wismeyer Group, DBA Return to Work Part A Account Number: FV00000281 Address: 1870 Obispo Avenue, Signal Hill, CA, 90755 Status: Compliant with Waived Deficiencies. The following deficiencies are according to last validation on :09/19/2025 Deficiencies Information Waive All Selected J l Delete Selected Waivers Waive All Un-Waived Deficiencies i' Update Deficiencies Date Policy Coverage Deficiency Waived Waiver Created Authori: Reason By By Auto Liability - ANY Auto;. or 'Owned,, Hired, Non - Owned' Auto Business p 09/17/2025 Liability Autos are Yes Decision SetGra Gracie not properly identified. Scheduled Auto NOT allowed. Major deficiencies are displayed in red. Minor deficiencies are displayed in black. Waived deficiencies are displayed in blue. Future waived deficiencies are displayed in orange.