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HomeMy WebLinkAboutC-8411-3 - On-Call PSA for Writing Training ServicesON -CALL PROFESSIONAL SERVICES AGREEMENT WITH STEVEN PHILIP BELISLE DBA S. BELISLE & ASSOCIATES FOR WRITING TRAINING SERVICES THIS ON -CALL PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and entered into as of this 1st day of January, 2026 ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California municipal corporation and charter city ("City"), and STEVEN PHILIP BELISLE, a sole proprietor doing business as ("DBA") S. BELISLE & ASSOCIATES, ("Consultant"), whose address is 15241 Newcastle Lane, Huntington Beach, CA 92647, with a mailing address of P.O. Box 5252 W. Garden Grove, CA 92846-0252, 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 On -Call Writing Training Services ("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. 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 continue for a period of three years. The City shall have the option to renew this Agreement upon written notice to Consultant for up to two (2) additional one (1) year terms, upon the same terms and conditions set forth herein, with each additional term commencing upon the expiration of the immediately preceding term. 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 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 S. BELISLE & ASSOCIATES Page 2 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 Steven P. Belisle 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. 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 S. BELISLE & ASSOCIATES Page 3 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, 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 S. BELISLE & ASSOCIATES Page 4 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. 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. S. BELISLE & ASSOCIATES Page 5 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, 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. S. BELISLE & ASSOCIATES Page 6 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. 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 S. BELISLE & ASSOCIATES Page 7 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 seq., 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. 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 S. BELISLE & ASSOCIATES Page 8 25.3 All notices, demands, requests or approvals from City to Consultant shall be addressed to Consultant at: Attn: Steven P. Belisle S. BELISLE & ASSOCIATES P.O. Box 5252 W. Garden Grove, CA 92846-0252 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 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. S. BELISLE & ASSOCIATES Page 9 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. 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. S. BELISLE & ASSOCIATES Page 10 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. [SIGNATURES ON NEXT PAGE] S. BELISLE & ASSOCIATES Page 11 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: !?f/ 'I 'I / 7 5 By: Q"� y Aart C7 Harp City Attorney ATTEST: Date: in Molly Perry Interim City Clerk CITY OF NEWPORT BEACH, a California municipal corporation Date: By: �11 �ilZ1iL C� Tara Finnigan Assistant City Manager/ Acting Human Resources Director CONSULTANT: STEVEN PHILIP BELISLE, a sole proprietor doing business as ("DBA") S. BELISLE & ASSOCIATES Date: By: Steven P. Belisle Sole Proprietor [END OF SIGNATURES] Attachments: Exhibit A — Scope of Services Exhibit B — Schedule of Billing Rates Exhibit C — Insurance Requirements S. BELISLE & ASSOCIATES 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: By: 40/- Aarf C. Harp City Attorney ATTEST: Date- / O By: Lena Shumway City Clerk CITY OF NEWPORT BEACH, a California municipal corporation Date: c By: Tara Finnigan Assistant City Manager/ Acting Human Resources Director CONSULTANT: STEVEN PHILIP BELISLE, a sole proprietor doing business as ("DBA") S. BELISLE & ASSOCIATES Date- By:gelisle Ste Solor [END OF SIGNATURES] Attachments: Exhibit A — Scope of Services Exhibit B — Schedule of Billing Rates Exhibit C — Insurance Requirements S. BELISLE & ASSOCIATES Page 12 EXHIBIT A SCOPE OF SERVICES S. BELISLE & ASSOCIATES Page A-1 2.4 Course Catalogue and Sample Agendas S. BELISLE & ASSOCIATES offers a unique approach to writing training. We do not present "standard grammar lessons." All our programs are interactive and designed to make learning an enjoyable experience. They are developed so the trainee can transfer knowledge immediately to the job. As mentioned in Section 1.1, "Brief Profile of Proposer," S. BELISLE & ASSOCIATES offers a wide range of "off -the -shelf" training programs specializing in the area of written communication: • Today's Business English: An Update on Grammar and Punctuation • Business Writing Techniques • Report Writing in the Public Sector • Email Strategies • Techniques of Technical Writing • Writing Standard Operating Procedures • Writing for Public Affairs • Editing and Proofreading • Editing and Proofreading for Emails These courses have been presented in a number of different formats ranging from a couple of hours to 5 days in duration. Included on the following pages are course descriptions and sample agendas for your review from a couple of our most relevant classes that address the needs in this Request for Proposal: Business Writing Training All S. BELISLE & ASSOCIATES classes are customizable for duration and content depending on the participant and organizational needs. The workshops also offer methodology that includes: • Instructor presentation • Classroom participation • Individual exercises • Small group activities • Individual, out -of -class assignments • Feedback on in -class assignments and on-the-job writing samples Additionally, as a follow-up service to our training programs, S. BELISLE & ASSOCIATES extends an ongoing invitation to send documents to the trainer for review and critique after the training. This is a service offered at no additional cost to the organization and helps the participant retain the information presented in the workshop. Please contact S. BELISLE & ASSOCIATES if you need more details regarding the classes included in our catalogue on the next pages or any other classes S. BELISLE & ASSOCIATES offers. ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 9 of 20 City of Newport Beach 2.4.1 Today's Business English Today's Business English is a 3.5- or 4-hour workshop focusing on the basics of business grammar and punctuation. The English language is a growing, flexible instrument. Its rules are constantly changing because of the way its speakers and writers use it. Only the rules of a dead language are fixed. To be a good writer, editor, or proofreader, you do not have to be an English major. You don't even need to know all the rules. However, if your written communication is to leave the professional image you want, you must use the conventions correctly. This full -day workshop will provide participants with the opportunity to learn and use some of these basic conventions. It will also introduce some of the recent changes in punctuation, capitalization, and style. Course Objectives At the conclusion of this workshop, participants will be able to: • Eliminate agreement problems from your writing. • Identify and correct your writing for errors in sentence structure. • Use 14 common punctuation marks correctly. • Ensure you follow the standard usage for capitalization, numbers, bullets, symbols, and parallelism. Sample Agenda The Rules of Grammar O Introducing the Eight Parts of Speech O Ensuring Subject -Verb and Noun -Pronoun Agreement The Sense of Sentences 0 Interweaving the Four Sentence Patterns O Avoiding Sentence Fragments O Correcting Run -On Sentences O Fixing Comma Splices The Rules of Punctuation O The Terminal Marks O The Internal Marks The Finer Points I] Capitalization O Numbers O Parallelism O Bullets ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 10 of 20 City of Newport Beach 2.4.2 Business Writing Techniques Business Writing Techniques is a 3.5- or 4-hour workshop that gives the participants a firm grasp of the principles of plain language in their on-the-job writing. Emphasis in the program is on developing skills to ensure the documents produced are communicating the message they intend and can be understood easily by the reader. Participants will focus on writing with accuracy, conciseness, and emphasis. The program provides the participants with the opportunity to apply the principles and receive facilitator feedback on their job -related writing. Emphasis is placed on specific writing assignments. Course Objectives At the conclusion of this workshop, participants will be able to: • Profile the reader and target your message to his or her needs. • Compose documents using the ACE Principle TM: Accuracy, Conciseness, and Emphasis • Organize information in a document to suit the audience and purpose. • Incorporate editing techniques into the writing process. Sample Agenda The Principles of Business Communication O Understanding Your Audience O Addressing Readability The ACE Principle— of Business Writing O Accuracy: Saying the Right Thing O Conciseness: Eliminating the "Fat' From Your Writing O Emphasis: Using the Active Voice The Strategies of Development O Generating Ideas O Organizing Messages The Techniques of Editing and Proofreading O Troublesome Sentences O Biased Writing ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 11 of 20 City of Newport Beach 2.4.3 Report Writing in the Public Sector Clear, well -structured reports are essential for public sector decision -making and accountability. Report Writing in the Public Sector is a 3.5- or 4-hour workshop designed for government employees to write effective staff reports, policy briefs, evaluations, and departmental updates using plain language and logical structure. Through hands-on practice, participants learn to organize complex information, present data clearly, and maintain a professional, neutral tone. With a focus on clarity, accessibility, and real - world relevance, attendees will focus on producing reports that inform, persuade, and support public service goals. Course Objectives • Plan and structure a report to suit the audience and decision -making context. • Write clear, objective, and well -organized content using evidence and data. • Apply formatting, plain language, and accessibility best practices. • Edit reports for clarity, consistency, and professionalism. Course Agenda Introduction and Report Types in the Public Sector • Understanding Staff Reports, Policy Briefs, and Performance Reports • Knowing Your Audience and Why Its Important Planning and Scoping the Report • Identifying Your Purpose and Outcomes • Gathering and Organizing Information • Outlining for Clarity Structuring Reports for Impact Executive Summaries • Problem, Background, Analysis, and Recommendation (PBAR) • Headers, Bullets, and Formats for Scan Ability Writing Clear, Objective, Evidence -Based Content • Using Data, Charts, and Citations Effectively • Maintaining Neutral Tone and Clarity Drafting and Revising • Introduction and Purpose • Background and Context • Findings and Analysis • Recommendations and Conclusion Editing for Professionalism and Standards • Incorporating Plain Language: Accuracy, Conciseness, and Emphasis • Formatting for Accessibility • Introducing Checklists for Clarity and Consistency ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 12 of 20 City of Newport Beach 2.4.4 Email Strategies Email Strategies is a 3.5- or 4-hour workshop designed for those whose use email technology as part of their business communication. The number of email users has grown drastically in the last several decades and is expected to continue growing at a rapid rate. The use of email serves to overcome the problems associated with the delivery of "snail' mail and the frustrations resulting from playing telephone tag. However, some writers forget email is just as important as regular correspondence. The quality of the writing leaves a definite impression on the reader. Course Objectives At the conclusion of this workshop, participants will be able to: • Write a compelling/action-oriented subject line. • Create professional salutations for the internal and external reader. • Construct your document using an up-to-date, business email style. • Compose and edit emails using guidelines to ensure reader comprehension. • Identify major principles of business email etiquette. Sample Agenda Medium and Message O Best Uses for Email as a Communication Tool O Characteristics of a Quality Email Message Make the Subject Line Compelling O Create an Action -Oriented Subject Line O Follow the Rules of Capitalization Address the Reader O Internal Messages O External Messages Consider How Much Background Your Reader Needs O Avoid the Never -Ending Email Trail O Click New Message if the Topic Changes Make Every Word Count 0 Eliminate Confusing Pronouns O Be Specific O Be Concise O Watch Your Tone Email Etiquette, Politics, and Organizational Policy ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 13 of 20 City of Newport Beach 2.4.5 Techniques of Technical Writing Techniques of Technical Writing is a 3.5- or 4-hour workshop for the writer who needs to define technical terms, describe objects, describe processes, and give instructions. The focus of this program is on developing skills to ensure the technical documents you produce are communicating the intended message. Topics covered include a nine -step approach to technical writing. Course Objectives At the conclusion of this workshop, participants will be able to: • Use the four basic elements of technical writing. • Explain technical information to different audiences. • Create a technical document using a multi -step process. • Improve on the basic writing skills essential to your documents • Select appropriate visual aids to explain complex ideas. Sample Agenda Introduction to Technical Writing A Nine -Step Approach to Technical Writing 0 A Place to Start: Three Stages of Writing 0 Step 1: Understand the Four Basic Elements O Step 2: Analyze Your Audience • Levels of Formality • Tips for Adapting Your Documents to Your Audience O Step 3: Define Your Purpose • Start With Your Main Point • Develop Your Purpose O Step 4: Generate Ideas O Step 5: Group the Information O Step 6: Sequence Your Thoughts • Consider the Reader's Reaction • Use an Appropriate Development O Step 7: Write a Draft • Use the ACE TM Principle • Follow the Rules of Grammar and Punctuation O Step 8: Enhance With Visuals O Step 9: Revise Ruthlessly ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 14 of 20 City of Newport Beach 2.4.6 Writing Standard Operating Procedures Writing Standard Operating Procedures is a 3.5- or 4-hour workshop designed to teach participants how to create effective step-by-step instructions. The program will provide the opportunity to apply the principles and receive facilitator feedback on job -related writing. The focus of this program is on developing participant skills to ensure their standard operating procedures (SOPs) are clearly worded and easy to read. Major concepts will include the four elements of technical writing and the plain language style. Emphasis will be placed on specific writing assignments and customized to organizational templates. Course Objectives Analyze their audience and target the SOP to the audience's needs. Understand the standards for procedure writing, including typical components of documents and using organizational templates. Develop effective on-the-job instructions. Sample Agenda Understanding Standard Operating Procedures 0 Reasons for Writing SOPs O Components of SOP Development 0 Process of Developing an SOP O Organizational Needs for SOPS Using a 13-Step Approach to SOP Writing O A Place to Start: Three Stages of Writing O Step 1: Understand the Four Basic Elements of Technical Writing 0 Step 2: Analyze Your Audience O Step 3: Define Your Purpose 0 Step 4: Generate Ideas 0 Step 5: Group the Information 0 Step 6: Sequence Your Standard Operating Procedure O Step 7: Write a Draft 0 Step 8: Enhance With Visuals 0 Step 9: Revise Ruthlessly 0 Step 10: Test Drive Your Standard Operating Procedure O Step 11: Define Measures for Success O Step 12: Plan for Updates O Step 13: Finalize and Implement ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 15 of 20 City of Newport Beach 2.4.7 Writing for Public Affairs Writing for Public Affairs is a 3.5- or 4-hour workshop designed to enhance the writing skills of communications professionals within a Public Affairs department, focusing on creating clear, concise, and impactful content for public information reports and strategic plans. Participants will learn how to tailor their writing to diverse audiences, structure complex information effectively, and align their messaging with organizational goals. The workshop will also emphasize the importance of storytelling, data visualization, and strategic communication in public affairs contexts. Course Objectives At the conclusion of this workshop, participants will be able to: • Develop skills to write clear, concise, and audience -focused public information documents. • Learn techniques to structure complex information for maximum readability and impact. • Enhance ability to align messaging with organizational goals and stakeholder needs. • Practice incorporating storytelling and data visualization into written communications. Sample Agenda Writing for Diverse Audiences o Understanding Audience Needs and Expectations o Tailoring Tone, Style, and Content for Different Stakeholders o Anticipating and Addressing Reader Concerns • Structuring Complex Information o Organizing Content for Clarity and Impact o Writing Executive Summaries, Key Messages, and Recommendations o Using Transitions and Signposts to Guide Readers • Crafting Public Information Reports o Writing Reports That Inform and Engage o Incorporating Data, Evidence, and Case Studies Effectively o Exploring the Balance Between Objectivity and Advocacy • Storytelling in Public Affairs o Narrative Techniques to Engage and Relate o Elements of a Compelling Story: Characters, Conflict, and Resolution o Using Storytelling to Humanize Data and Statistics • Simplifying Technical Content o Choosing the Visual for Different Data Sets o Integrating Charts, Graphs, and Infographics Into Documents o Translating Technical Jargon Into Accessible Language ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 16 of 20 City of Newport Beach 2.4.8 Editing and Proofreading Editing and Proofreading is a 3.5- or 4-hour workshop that provides participants with a quick and easy review of the basic mechanics of proofreading and editing. The program focuses on the skills necessary to identify and correct typographical errors. Additional emphasis is placed on finding and correcting basic grammar and spelling errors. The program stresses organization and structure consistent with standard formats. Course Objectives At the conclusion of this workshop, participants will be able to: • Make you aware of the changes and trends in today's English. • Improve your skills in the basic tools of business writing. • Polish your editing and proofreading skills. Sample Agenda Introduction and Pretest O Workshop Objectives O The Principles of Editing and Proofreading The Techniques of Proofreading O Proofreading for Keyboarding Errors D Proofreading for Style: Capitalization, Plurals, and Possessives O Proofreading for Correct Punctuation O Proofreading for Proper Grammar The Components of Editing for Content O Audience O Purpose O Organization/Strategy O Clarity ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 17 of 20 City of Newport Beach 2.4.9 Editing and Proofreading for Emails Editing and Proofreading for Emails is a 3.5- or 4-hour workshop designed for those whose use email technology as part of their business communication. Participants will practice refining email communication and learn essential techniques to enhance clarity, grammar accuracy, and professionalism in email correspondence. This course equips participants with practical skills to edit, proofread, and craft impactful emails tailored to diverse audiences and purposes. Ideal for professionals aiming to elevate their communication effectiveness through clear and polished email writing. Course Objectives At the conclusion of this workshop, participants will be able to: • Achieve Structural Clarity: Techniques to organize and structure emails for maximum clarity and coherence. • Ensure Grammar Precision: Writing proficiency to eliminate errors and uphold professional standards in email communication. • Refine Proofreading Skills: Effective proofreading strategies to meticulously review and correct spelling, punctuation, and formatting mistakes in emails. • Navigate Special Considerations: Insight into handling sensitive information maintaining confidentiality and addressing nuances. Sample Agenda Introduction to Professional Email Editing Importance of Email Communication Structure of Professional Emails Common Pitfalls With Emails Grammar and Mechanics • Grammar Essentials for Professional Emails • Punctuation and Its Role in Accuracy • Sentence Structure and Clarity Style and Tone • Adapting Tone for Different Audiences • Maintaining Consistency in Style • Choosing Effective Words Structure and Organization • Logical Flow and Coherence • Readability and Comprehension • Subject Lines and Calls -to -Action Editing and Proofreading Techniques • Editing Process • Proofreading Strategies • Checking Before Sending ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 18 of 20 City of Newport Beach EXHIBIT B SCHEDULE OF BILLING RATES S. BELISLE & ASSOCIATES Page B-1 �3 3.1 3.2 Rates and Fees Pricing and Cost Information The following pricing and cost is submitted to City of Newport Beach for one, 3.5- or 4-hour training. S. BELISLE & ASSOCIATES also recommends keeping the participant number to a maximum of 25 students per 3.5- or 4-hour workshop training. Please note the cost includes all design and development costs for the courses, besides the training delivery itself. Any minor course modifications are provided at no cost. Any review and follow-up review of actual participant handouts —before, during, or after the courses —are provided at no cost. We normally make discounts to non-profit and government agencies. The rate shown and the resulting TOTAL PRICE reflects a 10 percent discount on the training delivery. All -Inclusive Cost for Training* See Section 3.3 for pricing using the Proposed Pricing table that was attached to the request for City of Newport Beach Proposal Request email dated July 28. Below is a breakdown of the pricing with additional pricing details. Pricing: Training: $1,250.00 per 3.5- or 4-hour training = $1,250.00 Materials: $25.00 per participant X 25 participants = $ 625.00 Approximate All -Inclusive Pricing = $1,875.00** *All-inclusive Cost for Training includes individual critiques of participant writing samples; customization, design, and facilitation of workshop; individual workbooks for each participant, and all handout materials. Fee also includes ongoing post - workshop critiques of participant writing samples. **Approximate All-inclusive Pricing is based on participant number. The City of Newport Beach will only be invoiced for participants who attend the training. For each participant below the recommended maximum, the All -Inclusive Cost will be reduced by $25. Pricing Validity: Pricing will be valid for 3 years, from January 1, 2026, to December 31, 2028. Additionally, pricing will remain the same for the two optional 1-year extensions for January 1, 2029, to December 31, 2029, and for January 1, 2030, to December 31, 2030. Cancellation Policy: Cancellations made fewer than 30 days from the start of the program will be charged the full amount. ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 19 of 20 City of Newport Beach 3.3 Proposed Pricing Table MIN `= ti0�50D'PRICIIC;a fi Rate Course Length "Both": Course (Format for 3.5 3.5 hrs/4hrs hrs=$/4 hrs=$) per class Today's Business English Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Business Writing Techniques Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Report Writing in the Public Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Sector Email Strategies Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Techniques of Technical Writing Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Writing Standard Operating Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Procedures Writing for Public Affairs Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Editing and Proofreading Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Editing and Proofreading for Offered in 3.5 or 4 hours $1,875.00 for 3.5 or 4 hours Emails ©2025 S. Belisle & Associates Proposal for Business Writing Trainings Page 20 of 20 City of Newport Beach 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 one million dollars ($1,000,000) per occurrence, two million dollars ($2,000,000) 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 S. BELISLE & ASSOCIATES 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 one million dollars ($1,000,000) per claim and two million dollars ($2,000,000) 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. S. BELISLE & ASSOCIATES 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. 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 and 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. D. 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. E. 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. F. 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. 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 S. BELISLE & ASSOCIATES 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 subcontractors 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 subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors 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. S. BELISLE & ASSOCIATES 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. S. BELISLE & ASSOCIATES Page C-5 Q R 288 P+ 37 ® L qSearch Insured Name �S.�Belisle & Associates (FV00000372) S. Belisle & Associates (FV00000372) Active Records Only Advance Search Insured Tasks Admin Tools View ' s:t Insured RNotes J History 7= Deficiencies Coverages Requirements Add ' Edit ' Help ' Video Tutorials ' -t& Insured Name: Account Number: Address: Status: S. Belisle & Associates FV00000372 15241 Newcastle Lane, Huntington Beach, CA, 92647 Activity Cycle Complete Compliant with Waived Deficiencies. Insured Business Units) r Print Insured Info Account Information Account Number: FV00000372 Risk Type: Professional Services Agreement Do Not Call: Address Information Mailing Address Insured: S. Belisle & Associates Address 1: 15241 Newcastle Lane Address 2: City: Huntington Beach Address Updated: Physical Address Zip: 92647 Country: Contract Information Contract Number: Writing Training Services Contract Start Date: 12/01/2020 Contract Effective Date: Description of Services: Writing Training Services Contact Information Contact Name: Steven Belisle Phone Number: Fax Number: Contract End Date: Contract Expiration Date: Safety Form II: Misc: Alt Phone Number: E-Mail Address: scbelisle@earthlink.net Approval Date: Rush: No Contract on File: No Certificate Received: Yes Indemnification Agreement: No Tax Id: This Account created by g85 on 12/08/2020.