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HomeMy WebLinkAboutCity Net - 2014-06-230, CONTRACTS SUBIVIFRU f CITY CLERIC'S Ofiids AM I1-- 32 CITY CLERK CITY OF HUNTINGTON BEACH To: JOAN FLYNN, City Clerk Name of Contractor: Purpose of Contract: Amount of Contract: City Net Homelessness Research $15,000 Copy of contract distributed to: The original insurance certificate/waiver distributed Initiating Dept. Z to Risk Management Finance Dept. ❑ ORIGINAL bonds sent to Treasurer ❑ Sandie Frakes, ext 5249 Name/Extension City Attorney's Office Date: June 24, 2014 � w/�a,� X' � �A3 X�10/�- G:AttyMisc/Contract Forms/City Clerk Transmittal PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND CITY NET FOR HOMELESSNESS RESEARCH THIS AGREEMENT ("Agreement") is made and entered into by and between the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "CITY," and City Net, a not for profit organization hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant to explore homelessness conditions in Huntington Beach and provide summary of solutions and partnerships; and Pursuant to documentation on file in the office of the City Clerk, the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: SCOPE OF SERVICES CONSULTANT shall provide all services as described in Exhibit "A," which is attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates Brad Fieldhouse who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. agree/surfnet/professional Svcs to $49 0/ 12 1 of 11 L 3. TERM; TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence on , u t 7 , 20)4- (the "Commencement Date"). This Agreement shall automatically terminate three (3) years from the Commencement Date, unless extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than 3 years from the Commencement Date. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by CITY and CONSULTANT. In the event the Commencement Date precedes the Effective Date, CONSULTANT shall be bound by all terms and conditions as provided herein. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT on a time and materials basis at the ratesspecified in Exhibit ">B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed fifteen thousand Dollars ($15,000). 5. EXTRA WORK In the event CITY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from CITY. Additional compensation for such extra work shall be allowed only if the prior written approval of CITY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be paid pursuant to the terms of Exhibit "B." agree/surfnet/professional svcs to $49 10/12 2 of 11 7. DISPOSITION OF PLANS ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to CITY, and CONSULTANT shall turn these materials over to CITY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by CITY as it sees fit. 8. HOLD HARMLESS CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless CITY, its officers, elected or appointed officials, employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liability of any kind or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent (or alleged negligent) performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of CITY. CONSULTANT will conduct all defense at its sole cost and expense and CITY shall approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by CONSULTANT. agree/surfnet/professional svcs to $49 10/12 3 of 11 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy covering the work performed by it hereunder. This policy shall provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above -mentioned insurance shall not contain a self -insured retention without the express written consent of CITY; however an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A claims -made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify CITY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in connection with this Agreement. If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the CITY with required proof that insurance has been procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. CONSULTANT agree/surfnet/professional svcs to $49 10/12 4ofII waives the right to receive compensation and agrees to indemnify the CITY for any work performed prior to approval of insurance by the CITY. 10. CERTIFICATE OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY a certificate of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverage as required by this Agreement; the certificate shall: A. provide the name and policy number of each carrier and policy; B. state that the policy is currently in force; and C. shall promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice; however, ten (10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by CITY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this Agreement. CITY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on the insurance hereinabove required. 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of CITY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and all agree/surfnet/professionalsvcs to $49 10/12 5 of 11 payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the prior express written consent of CITY. If an assignment, delegation or subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. 14. COPYRIGHTS/PATENTS CITY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. agree/surfnet/professionalsvcs to $49 10/12 6 of 11 15. CITY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no CITY official nor any regular CITY employee in the work performed pursuant to this Agreement. No officer or employee of CITY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES Any notices, certificates, or other communications hereunder shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. CITY and CONSULTANT may designate different addresses to which subsequent notices, certificates or other communications will be sent by notifying the other party via personal delivery, a reputable overnight carrier or U. S. certified mail -return receipt requested: TO CITY: City of Huntington Beach ATTN: Teri Baker 2000 Main Street Huntington Beach, CA 92648 17. CONSENT TO CONSULTANT: City Net ATTN: Brad Fieldhouse P.O. Box 90243 Long Beach, CA 90809 When CITY's consent/approval is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. agree/surfnet/professional svcs to $49 10/12 7 of 11 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 19. SECTION HEADINGS The titles, captions, section, paragraph and subject headings, and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solely for convenience of reference only and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of any provision of this Agreement. 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever the context so indicates or requires. Nothing contained herein shall be construed so as to require the commission of any act contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the agree/surfnet/professional Svcs to $49 10/12 8 of 11 provision of this Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 21. DUPLICATE ORIGINAL The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY agree that CITY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for CITY; and CITY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 24. ATTORNEY'S FEES In the event suit is brought by either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the nonprevailing party. agree/surfnet/professional Svcs to $49 10/12 9 of 11 25. SURVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California. 27. SIGNATORIES Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify CITY fully for any injuries or damages to CITY in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. 28. ENTIRETY The parties acknowledge and agree that they are entering into this Agreement freely and voluntarily following extensive arm's length negotiation, and that each has had the opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or anyone acting on that party's behalf, which are not embodied in this Agreement, and that that party has not executed this Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. agree/surfnet/professionalsves to $49 10/12 10 of 11 29. EFFECTIVE DATE This Agreement shall be effective on the date of its approval by the City Attorney. This Agreement shall expire when terminated as provided herein. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. CONSULTANT, City Net COMPANY NAME By: ✓ print name ITS: (circle one) amridn resident/Vice President AND By: ........................... / flt-name ITS: (circle one Secretary/C ief Financial Officer/Asst. Secretary — Treasurer CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California _ _ J a Director/Chief (Pursuant To HBMC 0. 03.100) APPROVED AS TO FORM: d�__�AwC ' City Attorn agree/surfnet/professional sves to $49 10/12 11 of 11 Date b'2_:�-14 EXHIBIT "A" A. STATEMENT OF WORK: (Narrative of work to be performed) City Net will implement its proprietary project management system to engage city agencies, law enforcement, health care and emergency services providers, local businesses, nonprofit organizations, the faith community and others in a series of research activities. At the end of the discovery phase, we will deliver recommendations about how to best strategically leverage existing assets and resources to effectively and compassionately love and serve homeless neighbors in Huntington Beach. B. CONSULTANT'S DUTIES AND RESPONSIBILITIES: 1. Robust Asset Map of all homeless services and resources offered by the Huntington Beach faith community and nonprofit community to yield partners and resources for launch phase and beyond. We will knock on doors of as many congregational houses of worship and nonprofit service organization in Huntington Beach as we can to conduct surveys about services and resources delivered to homeless neighbors. Results will be compiled and mapped geographically and in a database so that collaborative partners can access assets effectively, and so that duplications and gaps can be noted and strategically addressed. This process invariably yields "hidden" partners and resources that will support the collaborative's long-term goals in the launch phase and beyond. 2. Establishment of baseline data for service calls related to homelessness reported to the Huntington Beach Police Department (HBPD). We will establish baselines and reporting guidelines to track and reduce the calls made related to homelessness to the HBPD, in the effort EXHIBIT A to save and more effectively redeploy these resources. Our experience is that this is a key area where cities are deploying significant resources to minimally productive ends, and that the formation of a Homeless Collaborative can engage homeless neighbors and community groups to significantly reduce calls to the police. 3. Research into reduction of city and community health care costs through interventional care for homeless neighbors for full implementation in later phases. Similar to the HBPD metric above, we will gather data regarding public funds in general, and Huntington Beach city funds in particular, regarding the provision of health services, including emergency room visits, for homeless neighbors in Huntington Beach. We will reach out to health care, EMT, and hospital, workers to build relationships and explore ways that the faith community in Huntington Beach. can be mobilized to appropriately intervene before homeless neighbors require emergency health care. We will establish a baseline of costs and service metrics that we will reduce in future phases of the collaborative. 4. Final Report and Recommendations. We will deliver a final report with recommendations to the City Manager's Office on or around June 30, 2014. We will determine the scope of the homeless problem in Huntington Beach and make recommendations about how the city might appropriately and compassionately respond in a collaborative approach, leveraging the available assets and resources in Huntington Beach. Key Activities: In addition to research, City Net will lead the following activities in the discovery phase to promote and support the collaborative: EXHIBIT A Vision event: Joint communication, dreaming and planning session for all stakeholders, including city officials, law enforcement, hospitals, fire and paramedics, so cia I service non profits, businesses, civic groups and the faith community. These meetings derive a common vision for coordinating services and mobilizing resources through a collaborative Clergy luncheon: A lunch meeting particularly for senior leaders and decision -makers of local faith congregations to enroll their support and cast a vision for aligning their community service activities with each other and with public agencies for the common good. C. CITY'S DUTIES AND RESPONSIBILITIES: Assist and provide information and access to staff as needed. D. WORK PROGRAM/PROJECT SCHEDULE: M EXHIBIT A EXHIBIT "B" Payment Schedule (Fixed Fee Payment) $12,500.00 (plus reimbursable expenses submitted at cost not exceed 20% of fees) 1. CONSULTANT shall be entitled to monthly progress payments toward the fixed fee set forth herein in accordance with the following progress and payment schedules. 2. Delivery of work product: A copy of every memorandum, letter, report, calculation and other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY shall identify specific requirements for satisfactory completion. 3. CONSULTANT shall submit to CITY an invoice for each monthly progress payment due. Such invoice shall: A) Reference this Agreement; B) Describe the services performed; C) Show the total amount of the payment due; D) Include a certification by a principal member of CONSULTANT's firm that the work has been performed in accordance with the provisions of this Agreement; and E) For all payments include an estimate of the percentage of work completed. Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval and the schedule of performance set forth in Exhibit "A" may at the option of CITY be suspended until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement has expired or is terminated as provided herein. 4. Any billings for extra work or additional services authorized in advance and in writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the information required above, and in addition shall list the hours expended and hourly rate charged for such time. Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or additional services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this Agreement. Exhibit B 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND CITY NET FOR HOMELESSNESS RESEARCH Table of Contents Scope of Services CityStaff Assistance................................................................................................2 Term; Time of Performance.....................................................................................2 Compensation..........................................................................................................2 ExtraWork...............................................................................................................2 Methodof Payment..................................................................................................3 Disposition of Plans, Estimates and Other Documents...........................................3 HoldHarmless.........................................................................................................3 Professional Liability Insurance.............................................................................4 Certificateof Insurance............................................................................................5 Independent Contractor............................................................................................6 Termination of Agreement.......................................................................................6 Assignment and Delegation......................................................................................6 Copyrights/Patents...................................................................................................7 City Employees and Officials..................................................................................7 Notices.........................................................................................7 Consent....................................................................................................................8 Modification.............................................................................................................8 SectionHeadings.....................................................................................................8 Interpretation of this Agreement..............................................................................8 DuplicateOriginal....................................................................................................9 Immigration...............................................................................................................9 Legal Services Subcontracting Prohibited................................................................9 Attorney's Fees..........................................................................................................10 Survival.....................................................................................................................10 GoverningLaw.........................................................................................................10 Signatories.................................................................................................................10 Entirety......................................................................................................................10 EffectiveDate................................................................................. I I CERTIFICATE OF LIABILITY INSURANCE 611 ATE(M /DDNYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Maria Fredendall PHONE 562 789-5704 FAX o• 562 789-5804 WBA Insurance E-MAILs. License #OD79617 13304 Philadelphia Street INSURERS AFFORDING COVERAGE NAIC # Ste 200 INSURER A: Philadelphia Indemnity Ins Company Whittier CA 90601 INSURED INSURER B : INSURERC: Kingdom Causes dba: City Net INSURER D : PO Box 90243 INSURERE: Long Beach CA 90809 INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUB POLICY NUMBER POLICYEFF MOLD D EXP LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 DAMAGE TO RENTED $100,000 A X COMMERCIAL GENERAL LIABILITY MEDEXP (Any oneperson) $5,000 CLAIMS -MADE X OCCUR Y PHPK1116275 01/11/2014 01/11/2015 PERSONAL & ADV INJURY $2,000,000 GENERAL AGGREGATE $ 4 000,000 GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS - COMP/OP AGG s4,000,000 $ x POLICY PRO- LOC AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 11 BODILY INJURY (Per person) $ ANY AUTO BODILY INJURY (Per accident) $ ALL OWNED SCHEDULED AUTOS AUTOS HIRED AUTOS NON-OWNED'`Q PROPERTY DAMAGE (Per accident) $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ HCLAIMS-MADE AGGREGATE $ EXCESS LIAB DED I I RETENTION $ WORKERS COMPENSATION WC STATU- OTH- AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE E-L EACH ACCIDENT $ E.L DISEASE - EA EMPLOYEE $ OFFICER/MEMBER DCCLUDEDI ❑ (Mandatory in NH) N / A E.L DISEASE -POLICY LIMIT $ If yes, describe under DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Evidence of Insurance. The City, its officers, elected or appointed officials, employees agents and volunteers as addtional insured's as it relates to the named insured. Ir-IC I Ir1LA I C MULL7CR _. ._ _ - - _. . - _. - - - 1— - - - City of Huntington Beach attn: Teri Baker 2000 Main Street, P.O. Box 190 Huntington Beach, CA 92648 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE W -I V00-4U IU AIrVRtJ %AJrvvrw I lVW. All IIVI.— ,CIC�Ocu. ACORD 25 (2010/05) The ACORD name and logo are registered marks of ACORD DATE ' lk CERTIFICATE OF LIABILITY INSURANCE 6/10M/DD/14 �� 6/10/2014 PRODUCER (310) 798-6100 FAX: (310) 798-6151 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION Kinter-Buchanan Insurance Agency ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE License Number OE40872 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 111 Pier Ave., Suite 100 Hermosa Beach CA 90254 INSURERS AFFORDING COVERAGE NAIC # INSURED INSURER A: Sentinel Insurance Company, 11000 KINGDOM CAUSES INSURER B: DBA : CITYNET INSURER C: PO BOX 90243 INSURER D: LONG BEPtCH CA 90809 INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTOALL THE TERMS, EXCLUSIONS AND CONDITIONS OFSUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR DD' SR TYPEFINSU NC POUCYNUMBER POLICY EFFECTIVE DATE M/ POLICY EXPIRATION DATE M ! LIMITS GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED PREMISES Ea occurrence $ CLAIMS MADE OCCUR MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - ODMP/OP AGG $ POLICY PRO LOC JECT AUTOMOBILE LIABILITY ANY AUTO COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) $ HIRED AUTOS NON -OWNED AUTOS --� PROPERTY DAMAGE (Per accident) $ 4� GARAGE LIABILITY ANY AUTO { , d 1�-; 1 „ �;, y AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC AUTO ONLY: AGG $ $ EXCESS/ UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETORMARTNER/EXECUTIVEFY7 X I WC STATU OTH- CRY LIMITS E.L EACH ACCIDENT $ 1 000,000 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) 72WECDW9593 3/1/2014 3/1/2015 E.L. DISEASE - EA EMPLOYE $ 1,000,000 If yes, describe under SPECIAL PROVISIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 OTHER DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS Evidence of Coverage ULKI INUAIt HL)LUtK UANULLL.AIIUN SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10 DAYS WRITTEN City of Huntington Beach NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL Terry Baker Assistant to the City Manager IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR 2000 Main Street REPRESENTATIVES. P.O. BOX 190 AUTHORIZED REPRESENTATIVE Huntington Beach, CA 92648 Patricia Buchanan/KBI ACORD 25 (20091011 Cc) 1988-2009 ACORD CORPORATION- All rights reserved- INS025 (200961).01 The ACORD name and logo are registered marks of ACORD CITY OF HUNTINGTON BEACH Professional Service Approval Form PART II RECEIVED Date: 6/5/2014 Project Manager: Teri Baker JUN 10 2014 Requested by Name if different from Project Manager: Finance Department Department: City Manager PARTS I & II OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED FOR APPROVAL. PART I & H MUST BE FILED WITH ALL APPROVED CONTRACTS. 1) Name of consultant: City Net 2) Contract Number: CHOOSE DEPARTMENT (Contract numbers are obtained through Finance Administration x 5630) 3) Amount of this contract: $15,000 Account number Contractual Dollar Amount Business unit. object # Year 1(estimate) Year 2 estimate Year 3(estimate) 10080101.69505 $15,000 $ $ 4) Is this contract less than $50,000? ® Yes ❑ No 5) Does this contract fall within $50,000 and $100,000? ❑ Yes ® No 6) Is this contract over $100,000? ❑ Yes ® No (Note: Contracts requiring City Council Approval need to be signed by the Mayor and City Clerk. Make sure the appropriate signature page is attached to the contract.) 7) Were formal written proposals requested from at least three available qualified consultants? ❑ Yes [] No (t"—VdCari ),3z), 00c 8) Attach a list of consultants from whom proposals were requested (including a contact telephone number.) 9). Attach Exhibit A, which describes the proposed scope of work. 10) Attach Exhibit B, which describes the payment terms of the contract. Fiscal-S-e—rvic er (Purchasing) Bu get Manager Approval Signature Z2N, o,�— Director of Finance (or designee) Signature Date Yl Date WOO, I l `� Date city net.doc REV: December /2013 FY 12113 Year -End FY 13114 FY 13114 Projected Audited Original Revised Year. to Date Year to Date YTD_%'' Year -End (Over)/Under Description Actual Budget Budget(1) °Encumbered .Expended Expended Expenditure Budget EXPENDITURES PERSONAL SERVICES Salaries, Permanent 868,531 985,068 1,003,867 575,980 ,57.4% 905,570 98,297 Salaries, Temporary 29,173 63,500 63,500 45;949 --72.4% 65,368 (1,868) Salaries, Overtime 421 Leave Payout (') 25,733- Benefits 330,470 419,515 415,682 -242,356 58.3% 374,019 41,663 PERSONAL SERVICES 1,254,328 1,468,084 1,483,049 872,773 58:80/0 1,344,957 138,092 OPERATING EXPENSES Utilities Equipment and Supplies 158,408 165,600 165,600 26,679 118,514 x 71.6% 153,572 12,028 Repairs and Maintenance 5,490 16,000 16,000 7,555 8,445 Conferences and Training 29,582 29,362 30,224 923 1,9;068 ` 34,091 (3,867) Professional Services 148,656 184,712 196,469 34,428 35273 = - 18 0% 140,473 55,996 Other Contract Services 49,058 77,578 105,088 =' 16,603 _ '' `47 651 m° .45.3% 60,305 44,783 Rental Expense 5,000 5,000 4 726 ;274 493 4,507 Claims Expense Insurance x` r Pension Payments Contribution to Private Agency Payments to Other Governmeni 123,333 133,000 133,000 110,738 118,738 14,262 Interdepartmental Charges - - Expense Allowances 11,948 20,900 20,900 7,438 356% 11,536 9,364 Other Expenses OPERATING EXPENSES 626,475 632,152 672,281 77,359 338,956 - 50.4% 626,763 145,618 CAPITAL EXPENDITURES Land Purchase Improvements Equipment Vehicles: Software - Capital CAPITAL EXPENDITURES NON -OPERATING EXPENSES Debt Services Expenses - Pass through Payments - Transfer to Other Funds ` Depreciation° 3 - Extraordinary Loss NON -OPERATING EXPENSES EXPENDITURES 1,780,803 2,100,236 2,166,330 ' 17;i591 T,211 728 56.20. 1,871,720 283,610 (') Leave Payouts to be monitored by Finance and appropriations may be transferred at year-end to cover these expenses if needed. Non -Departmental currently reflects the year-end estimate. iProjected (Over)/Under Budget ;`_ 283,610; Attachment # 3 CITY OF HUNTINGTON BEACH PROFESSIONAL SERVICES LISTING FISCAL YEAR 2013/14 City Manager Amount Requt Vendor. Requester Date Division/Fund Description _ _ Amount Administration Federal Lobbying Services $75,341 Administration Strategic Planning Services $13,500 Business Development Real Estate Services Financial Consulting /Graphic and Other Professional Services Creation of a computer based tracking program for all leases $20,610 $35,000 _15,000.00 City Net 29,000.00 JDE Real Estate Module 6,500.00 Rosenow Spevacek Group Teri Baker 5/15/2014 Luis Gomez 3/20/2014 Kellee Fritzal 3-Yr contract at $30K/yr Real Estate Services Appraisal /Acquisition/Right-of Way and Other Professional Services $40,261 CDBG (815, 855 - 863, 962) Housing Compliance Monitoring / Legal & Technical Prof Srvcs $996,679 Home Program (843-854) Housing Compliance Monitoring / Legal & Technical Prof Srvcs $395,505 PLiu (3 arkin. In-e081 Professional Services $50,000 Total Professional Services I *l,bZb,b`Jb Avail Balance 1,576,396 City of Huntington Beach FY 13/14 Funds Available by Business Unit Report Friday, June 13, 2014 Object FY 13/14 FY 13/14 FY 13/14 FY 13/14 Account Revised Actual Encumbrance Available 10080101 - Business Development Admin 51000 - PERSONAL SERVICES 180,333.74 102,955.49 77,378.25 63100 - General Supplies 500.00 597.02 0.00 -97.02 63125 - Office Supplies 1,200.00 589.55 408.26 202.19 64140 - Food 75.37 -75.37 64405 - Books/ Subscriptions 500.00 500.00 64405 - Books/ Subscriptions 500.00 0.00 500.00 64485 - Dues and Memberships 7,000.00 5,173.93 1,420.00 406.07 63000 - Equipment and Supplies 9,200.00 6,435.87 1,828.26 935.87 64520 - Repairs and Maintenance 0.00 0.00 68555 - Training - Airfare 862.00 0.00 862.00 68560 - Training - Other 40.24 -40.24 68575 - Training - Tuition 150.00 -150.00 68550 - Training 1,000.00 1,000.00 68550 - Training 1,862.00 190.24 1,671.76 68615 - Conferences - Airfare 98.00 -98.00 68620 - Conferences - Other 2,862.00 260.56 862.00 1,739.44 68625 - Conferences - Lodging 249.84 -249.84 68610 - Conferences 2,862.00 608.40 862.00 1,391.60 68500 - Conferences and Training 4,724.00 798.64 862.00 3,063.36 69325 - Prof Svcs - Economic Analysis 10,000.00 7,100.00 2,900.00 69365 - Other Professional Services 10,610.00 1,573.89 0.00 9,036.11 / 69300 - Professional Services 20,610.00 1,573.89 7,100.00 11,936.11 / ✓J 69505 - Cont Svcs - Other 55,686.00 15,244.00 0.00 40,442.00 69520 - Cont Svcs - Advertising 0.00 0.00 69450 - Other Contract Services 55,686.00 15,244.00 0.00 40,442.00 74010 - Contribution to Private Agency 0.00 0.00 0.00 0.00 75000 - Payments to Other Governments 0.00 0.00 0.00 78200 - Auto Allowance 1,200.00 796.19 403.81 78000 - Expense Allowances 1,200.00 796.19 403.81 79000 - Other Expenses 0.00 0.00 0.00 0.00 60000 - OPERATING EXPENSES 91,420.00 24,848.59 9,790.26 56,781.15 50000-EXPENDITURES 271,753.74 127,804.08 9,790.26 134,159.40 CITY OF HUNTINGTON BEACH Professional Service Approval ForRCEIVED PART I MAY 15 2014 Date: 5/6/2014 Project Manager Name: Teri Baiter Finance Department Requested by Name if different from Project Manager: Department: City Manager PARTS 1 OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED BY THE CITY MANAGER, FOR APPROVAL, BEFORE PROCEEDING WITH THE SOLICITATION OR CONTRACT PROCESS. PART I MUST BE FILED WITH ALL APPROVED CONTRACTS. 1) Briefly provide the purpose for the agreement: City Net will provide services to explore homelessness conditions in Huntington Beach by implementing project management to engage city agencies, law enforcement, health care and emergency service providers, local businesses, nonprofit organizations, the faith community and others in a series of research activities. Recommendations will be provided to the City Manager at the conclusion of this research. 2) Estimated cost of the services being sought: $ 15,000 3) Are sufficient funds available to fund this contract? ® Yes ❑ No If no, please explain: 4) Check below how the services will be obtained: ❑ A Bid solicitation process in accordance to the MC 3.03.060 procedures will be conducted. ❑ MC 3.03.08(b) - Other Interagency Agreement procedure will be utilized. ® MC 3.03.08 - Contract Limits of $30,000 or less exempt procedure will be utilized. 5) Is this contract generally described on the list of professional service contracts approved by the City Council? If the a_n�sw to„this question is "No," the contract will require approval from the City Council.) r ® Yes ❑ No Fiscal Serviees Manager Signature (Purchasing Approval) 6) Amount, Business Unit (8 digits) and Object Code (5 digits) where funds are budgeted (Please note that a budget check will occur at the object code level): Date Account number Contractual Dollar Amount Business unit. object # Year 1(estimate)—Year 2 estimate Year 3(estimate) 10080101.E $15000 1 $ $ APPROVED O�,,IDEJ„ftO ❑ Manager's Signature part I form - homelessness study.doe REV: December /20I3 — 'Date Date µ 9--ak -, q Date Date Date Exhibit A Scope of Work Robust Asset Map of all homeless services and resources offered by the Huntington Beach faith community and nonprofit community to yield partners and resources for launch phase and beyond. We will knock on doors of as many congregational houses of worship and nonprofit service organization in Huntington Beach as we can to conduct surveys about services and resources delivered to homeless neighbors. Results will be compiled and mapped geographically and in a database so that collaborative partners can access assets effectively, and so that duplications and gaps can be noted and strategically addressed. This process invariably yields "hidden" partners and resources that will support the collaborative's long-term goals in the launch phase and beyond. Establishment of baseline data for service calls related to homelessness reported to the Huntington Beach Police Department (HBPD). We will establish baselines and reporting guidelines to track and reduce the calls made related to homeless to the HBPD, in the effort to save and more effectively redeploy these resources. Our experience is that this is a key are where cities are deploying significant resources to minimally productive ends, and that the formation of a Homeless Collaborative can engage homeless neighbors and community groups to significantly reduce calls to the police. Research into reduction of city and community health care costs through interventional care for homeless neighbors for full implementation in later phases. Similar to the HBPD metric above, we will gather data regarding public funds in general, and Huntington Beach city funds in particular, regarding the provision of health services, including emergency room visits, for homeless neighbors in Huntington Beach. We will reach out to health care, EMT, and hospital workers to build relationships and explore ways that the faith community in Huntington Beach can be mobilized to appropriately intervene before homeless neighbors require emergency health care. We will establish a baseline of costs and service metrics that we will reduce in future phases of the collaborative. Final Report and Recommendations. We will deliver a final report with recommendations to the City Manager's Office on or around June 6, 2014 0, 2014. We will determine the scope of the homeless problem in Huntington Beach and make recommendations about how the city might appropriately and compassionately respond in a collaborative approach, leveraging the available assets and resources in Huntington Beach. Key activities: In addition to research, City Net will lead the following activities in the discovery phase to promote and support the collaborative: • Vision event: Joint communication, dreaming and planning session for all stakeholders, including city officials, law enforcement, hospitals, fire and paramedics, social service nonprofits, businesses, civic groups and the faith community. These meetings derive a common vision for coordinating services and mobilizing resources through a collaborative • Clergy luncheon: A lunch meeting particularly for senior leaders and decision -makers of local faith congregations to enroll their support and cast a vision for aligning their community service activities with each other and with public agencies for the common good. City of Huntington Beach FY 13114 Funds Available by Business Unit Report Friday, May 16, 2014 Object FY 13/14 FY 13/14 FY 13114 FY 13114 Account Revised Actual Encumbrance Available 10080101-Business Development Admin 51110 - Base Salaries 129,436.94 63,374.88 66,062.06 51115 - Additional Pay 0.00 0.00 51100 - Salaries - Permanent 129,436.94 63,374.88 .66,062.06 55110 - CaIPERS Employer Cost 27,921.17 13,581.68 14,339.49 55120 - CaIPERS Employee Cost 1,617.96 554.51 1,063.45 55100 - CaIPERS Payable 29,539.13 14,136.19 15,402.94 55150 - Retirement Supplement 7,581.32 4,440.73 3,140.59 55175 - Workers' Compensation 4,783.79 2,066.03 2,717.76 55260- Blue Shield - HMO 1,686.60 -1,686.50 55260 - Blue Shield - Consolidated 806.21 -806.21 55200 - Health Insurance 3,716.77 3,715.77 55200 - Health Insurance 3,715.77 2,492.71 1,223.06 55300 - Other Insurances 3,379.17 2,130.93 1,248.24 56020-FICA Medicare 1,897.62 892.47 1,005.15 55000 - Benefits 50,896.80 26,159.06 24,737.74 51000 - PERSONAL. SERVICES 180,333.74 89,533.94 90,799.80 63100 - General Supplies 500.00 597.02 0.00 -97.02 63126 - Office Supplies 1,200.00 589.55 408.26 202.19 64140 - Food 75.37 -75.37 64405 - Books/ Subscriptions 500,00 500.00 64405 - Books/ Subscriptions 500.00 0.00 500.00 64485 - Dues and Memberships 7,000.00 5,173.93 0.00 1,826.07 63000 - Equipment and Supplies 9,200.00 6,435.87 408.26 2,355.87 64520 - Repairs and Maintenance 0.00 0.00 68555- Training -Airfare 862.00 0.00 862.00 68560 - Training - Other 4024 -40.24 68575 - Training - Tuition 150.00 -150.00 68550 - Training 1,000.00 1,000.00 68550 - Training 1,862.00 190.24 1,671.76 68615 - Conferences - Airfare 98.00 -98.00 68620 - Conferences - Other 2,862.00 260.56 862.00 1,739.44 68625 - Conferences - Lodging 249.84 -249.84 68610 • Conferences 2.862.00 608.40 862.00 1,391.60 68500 - Conferences and Training 4,724.00 798.64 862.00 3,063.36 69325 - Prof Svcs - Economic Analysis 10,000.00 10,000.00 69365 - Other Professional Services 10,610.00 1,573.89 1,777.36 7,258.75 69300 - Professional Services 20,610.00 1,573.89 1,777.36 17,2 69505 - Cent Svcs - Other 55,686.00 15,244.00 0.00 Q442.00 69520 - Cent Svcs - Advertising 0.00 0.00 69450 - Other Contract Services 55,686.00 15,244.00 0.00 40,442.00 74010 - Contribution to Private Agency 0.00 0.00 0.00 0.00 75000 - Payments to Other Governments 0.00 0.00 0.00 78200-Auto Allowance 1,200.00 690.03 509.97 78000 - Expense Allowances 1,200.00 690.03 509.97 79350-Sales Tax Rebate 330A00.00 0.00 0.00 330,000.00 79000 - Other Expenses 330,000.00 0.00 0.00 330,000.00 60000-OPERATING EXPENSES 421.420.00 24,742.43 3,047.62 393,629.95 50000-EXPENDITURES 601,753.74 114.276.37 3,047.62 484,429.75 City of Huntington Beach FY 13/14 Funds Available by Department Report General Fund: City Manager Friday, May 16, 2014 Object FY 13114 FY 13114 FY 13/14 FY 13114 FY 13/14 Account Adopted Revised Actual Encumbrance Available 51100 - Salaries - Permanent 985,068 985,068 505,775 479,294 52000 - Salaries - Temporary 63,500 63,500 40,755 22,745 53000 - Salaries - Overtime 0 0 54000 - Termination Pay Outs 0 0 8,488 (8,488) 55000 - Benefits 419,515 419,515 213,843 205,672 51000 - PERSONAL SERVICES 1,468,084 1,468,084 768,861 699,223 63000 - Equipment and Supplies 165,600 165,600 115,456 26,162 23,981 64520 - Repairs and Maintenance 16,000 16,000 0 16,000 68500 - Conferences and Training 29,362 30,224 15,739 4,209 10,276 69300 - Professional Services ' 184,712 196,469 25,961 71,211 99,297 �-- 69450- Other Contract Services 77,578 105,088 47,376 16,603 41,109 70000 - Rental Expense 5,000 5,000 219 4,781 0' 74010 - Contribution to Private Agency 0 0 0 0 0 75000 - Payments to Other Governments 133,000 133,000 110,738 0 22,262 78000 - Expense Allowances 20,900 20,900 6,547 14,353 79000 - Other Expenses 0 330,000 0 0 330,000 60000 - OPERATING EXPENSES "' 632,152 1,002,281 322,036 122,966 557,278 50000 - EXPENUTURES 2,100,236 2.470,364 1.090.897 122,966 1,256,501 City of Huntington Beach General Fund Expenditure Report Fiscal Year 2013/14 City Manager. Period Ending February 28, 2014 YTD Fiscal Year Completed =41.7% Description FY 12113 Year -End Unaudited Actual FY 13114 Original Budget FY 13114 Revised Budget (1) Year to Data Encumbered Year to Date Expended .YTD % Expended Projected Year -End Expenditure (Over)lUnder Budget EXPENDITURES PERSONAL SERVICES Salaries, Permanent 868,531 985,068 994,388 365,926 36.8% 950,222 44,166 Salaries, Temporary 29,173 63,500 63,500 29,790 ` : 46.9% 72,774 (9,274) Salaries, Overtime 421 Leave Payout (`) 25,733 Benefits 330,470 419,515 419,515 1,55,029 37.0% 403,678 15,837 PERSONAL SERVICES 1,264,328 1,468,084 1,477,403 660,745 . 7.3% 1,428,874 50,729 OPERATING EXPENSES Utilities Equipment and Supplies 158,408 165,600 165,600 11,712 100,633 fi0.8°!0 159,368 6,232 Repairs and Maintenance 5,490 16,000 16,000 6,414 9,586 Conferences and Training 29,582 29,362 30,224 862 11,259 30,898 (674) Professional Services 148,656 184,712 196,469 21,607 20,479 10.4% 149,024 47,445 Other Contract Services 49,058 77,578 105,088 20,588 25,983 79,197 25,891 Rental Expense 51000 5,000 4,945 55 5,000 Claims Expense Insurance - Pension Payments Contribution to Private Agency Payments to Other Government 123,333 133,000 133,000 110,738 133,446 (446) Interdepartmental Charges - Expense Allowances 11,948 20,900 20,900 4,765 22.8% 20,900 Other Expenses ' OPERATING EXPENSES 626,476 632,162 672,281 66,888 273,912 .40.7% 679,247 93,034 CAPITAL EXPENDITURES Land Purchase Improvements Equipment Vehicles " Software - Capital CAPITAL EXPENDITURES NON -OPERATING EXPENSES Debt Services Expenses Pass through Payments Transfer to Other Funds Depreciation Extraordinary Loss ' NON -OPERATING EXPENSES EXPENDITURES 1,660,149 2,100,236 2,149,684 66,8881 824 667 38.4% 2,006,921 143,783 (') Leave Payouts to be monitored by Finance and appropriations may be transferred at year-end to cover these expenses if needed. Non -Departmental currently reflects the year-end estimate. ro/ected (Ovor)iUnder Budget 143,763 City of Huntington Beach General Fund Expenditure Report Fiscal Year 2013/14 City Manaaer Period Ending March 31, 2014 YTD Fiscal Year Completed --50.0% Description FY 12f13 Year -End Audited Actual FY 13114 Original Budget FY 13114 Revised Budget(1) Year to Date Encumbered Yearto Date Expended YTD % Expended Projected Year -End Expenditure (Over)fUnder Budget EXPENDITURES PERSONAL SERVICES Salaries, Permanent 868,531 9135,068 1,003,867 435,001 43.3% 949,701 54,166 Salaries, Temporary 29,173 63,500 63,500 35,691 56.2% 74,634 (11,134) Salaries, Overtime 421 - Leave Payout (") 25,733 8,488 - Benefits 330,470 419,515 419,515 184,441 44.0% 414,845 4,670 PERSONAL SERVICES 1,254,328 1,468,084 1,486,882 663,62.2 44.6% 1,439,180 47,702 OPERATING EXPENSES Utilities Equipment and Supplies 158,408 165,600 165,600 21,902 106,087 64.1% 158,213 7,387 Repairs and Maintenance 5,490 16,000 16,000 6,414 9,586 Conferences and Training 29,582 29,362 30,224 918 11,624 29,923 301 Professional Services 148,656 184,712 198,469 17,939 25,720 13.1% 141,267 55,202 Other Contract Services 40,058 77,578 105,088 20,388 26,339 25.1% 79,036 26,052 Rental Expense 5,000 5,000 4,836 164 493 4,807 Claims Expense Insurance Pension Payments Contribution to Private Agency - Payments to Other Government 123,333 133,000 133,000 110,738 118,738 14,262 Interdepartmental Charges Expense Allowances 11,948 20,900 20,900 5,656 27.1% 14,581 6,319 Other Expenses -200,654 - OPERATING EXPENSES 326,822 632,162 672,281 73,157 286,328 42.6% 648,666 123,616 CAPITAL EXPENDITURES Land Purchase Improvements Equipment Vehicles Software - Capital CAPITAL EXPENDITURES NON-CPERATING EXPENSES Debt Services Expenses Pass through Payments Transfer to Other Funds ' Depredation Extraordinary Loss ' NON -OPERATING EXPENSES EXPENDITURES 1,680,149 2,100,236 2,159,163 73,167 949,049 44.0% 1,987,846 171,317 (*)Leave Payouts to be monitored by Finance and appropriations maybe transferred at year-end to cover these expenses it needed. Non -Departmental currently reflects the year-end estimate. Projected (Over)lUnder Budget 171,317 Attachment :# 3 d. .CITY OF. HUNTINGTON BEACH PROFESSIONAL SERVICES LISTING: .FISCAL YEAR 20131 City Manager Description Amount ' Amount Requ<Vendor Requester Date . '15,0=00 CkyNet' Terl tinker 5/15/2014 29,000,00 JOE Real Estate Module Luis Gomez 3/20/2014 10,000.00 Housing Compliance Monitoring Services Keilee Fritzal 3-Yr contract at $30K/yr 20.000.00 Housing Compliance Monhoring Services Keilee Frltzal 3-Yr contract at $30K/yr Federal Lobb in Services $75341 Strategic Planning Services $13,600 ment Financial Consulting /Graphic and Other Professional Services $20,610 ices Creation of a computer based tracking program for all leases 535,000 $40,261 ices Appraisal /Acqulsltlon/Right-of Way and Other Professional Services - 663,E Housing Compliance Monitoring / Legal & Technical Prof Srvcs $996.679 M"54) Housing Compliance Monitoring / Legal & Technical Prof Srvcs $396,605 Total Professional Services j $1,626,896 Avail Balance 1,552,896 May 8, 2014 i rc,d Wilson City Manager 2000 Main Street Huntington Beach, CA 92648 Dear Fred: Thank you for extending the invitation to City Net to submit this proposal for $12,500.00 (plus reimbursable expenses submitted at cost not exceed 20% of fees) for a 45-day discovery phase to explore homelessness conditions in Huntington Beach. We will implement City Net's proprietary project management system to engage city agencies, law enforcement, health care and emergency services providers, local businesses, nonprofit organizations, the faith community and others in a series of research activities. At the end of the discovery phase, we will deliver recommendations about how to best strategically leverage existing assets and resources to effectively and compassionately love and serve homeless neighbors in Huntington Beach. Duration: The discovery phase will commence May 15 and the final report and recommendations will be delivered on June 30, 2014. If invited by the city, City Net will transition into a launch phase to begin the multi -sector collaborative (see supplemental document for description of typical launch activities). Outcomes of Discovery Phase: City Net will conduct targeted exploratory interviews with and collect data from key community leaders and stakeholders to achieve the following outcomes: 1. Robust Asset Map of all homeless services and resources offered by the Huntington Beach faith community and nonprofit community to yield partners and resources for launch phase and beyond. We will knock on doors of as many congregational houses of worship and nonprofit service organization in Huntington Beach as we can to conduct surveys about services and resources delivered to homeless neighbors. Results will be compiled and mapped geographically and in a database so that collaborative partners can access assets effectively, and so that duplications and gaps can be noted and strategically addressed. This process invariably yields "hidden" partners and resources that will support the collaborative's long-term goals in the launch phase and beyond. 2. Establishment of baseline data for service calls related to homelessness reported to the Huntington Beach Police Department (HBPD). We will establish baselines and reporting guidelines to track and reduce the calls made related to homelessness to the HBPD, in the effort to save and more effectively redeploy these resources. Our experience is that this is a key area where cities are deploying significant resources to minimally productive ends, and that the formation of a Homeless Collaborative can engage homeless neighbors and community groups to significantly reduce calls to the police. City Net - PO Box 90243, Long Beach, CA 90809 Research into reduction of city and community health care costs through interventional care for homeless neighbors for full implementation in later phases. Similar to the HBPD metric above, vie will gather data regarding public funds in general, and Huntington Beach city funds in particular, regarding the provision of health services, including emergency room visits, for homeless neighbors in Huntington Beach. We will reach out to health care, EMT, and hospital._ workers to build relationships and explore ways that the faith community in Huntington Beach can be mobilized to appropriately intervene before homeless neighbors require emergency health care. We will establish a baseline of costs and service metrics that we will reduce in future phases of the collaborative. 4. Final Report and Recommendations. We will deliver a final report with recommendations to the City Manager's Office on or around June 30, 2014. We will determine the scope of the homeless problem in Huntington Beach and make recommendations about how the city might appropriately and compassionately respond in a collaborative approach, leveraging the available assets and resources in Huntington Beach. Key Activities: In addition to research, City Net will lead the following activities in the discovery phase to promote and support the collaborative: • Vision event: Joint communication, dreaming and planning session for all stakeholders, including city officials, law enforcement, hospitals, fire and paramedics, social service nonprofits, businesses, civic groups and the faith community. These meetings derive a common vision for coordinating services and mobilizing resources through a collaborative • Clergy luncheon: A lunch meeting particularly for senior leaders and decision -makers of local faith congregations to enroll their support and cast a vision for aligning their community service activities with each other and with public agencies for the common good. Thank you again for your invitation to submit this proposal. We are encouraged and energized by our initial exposure to the community spirit in Huntington Beach, and we look forward to working with you and other community partners for the discovery phase and beyond. Very Sincerely Yours, Dr. Brad Fieidhouse City Net bfieldhouse@citynet.org 562-208-0500 cell City Net - PO Box 90243, Long Beach, CA 90809