HomeMy WebLinkAboutStacey Hoffer - 2018-10-01 PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
STACEY HOFFER FOR
FOURTH OF JULY CELEBRATION EVENT CONSULTING SERVICES
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 STACEY HOFFER, an individual, hereinafter
referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to provide
consulting services for the FOURTH OF JULY CELEBRATION EVENT; and pursuant
to documentation on file in the office of the City Clerk, the provisions of 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:
1. SCOPE OF SERVICES
CONSULTANT shall provide all services to produce CITY's Fourth of July Parade
and related events as described in Exhibit A. The specific tasks include coordinating the
4th of July Parade, Surf City Run, Festival at the Pier and the Firework Show. To
complete these tasks, the CONSULTANT shall facilitate contracts with service providers
and the CITY, solicit sponsorships, provide marketing, fundraising and coordinating
logistics related to the above events on the Fourth of July. All requests for participation in
the Fourth of July Parade and related events must be presented to the Fourth of July
Executive Board by June 1 of each year. The decisions of the Board related to
18-7046/191509
participation shall be final. These services shall sometimes hereinafter be referred to as the
"PROJECT."
2. CITY STAFF ASSISTANCE
CONSULTANT shall report directly to the City Manager or
his/her designee of CITY in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of
CONSULTANT are to commence on October 1, 2 0 18 (the "Commencement
Date"). This Agreement shall automatically terminate on September 3 0,
2 0 2 0, unless extended or sooner terminated as provided herein.
Upon mutual agreement of the parties, this Agreement may be
extended for an additional period of one (1) year.
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 as further
specified in Exhibit B attached hereto. The total fee, including all costs and
expenses, shall not exceed Fifty thousand Dollars ($50,000.00) annually.
18-7046/191509
5. EXTRA WORK
In the event CITY requires additional services not included
contemplated in this Agreement, 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. Reserved.
7. Reserved.
8. 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 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.
9. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and
workmanlike manner. Either party may terminate this Agreement, with or without
cause, upon thirty (30) days prior written notice to the other party, whether or not the
PROJECT is fully complete. Any termination of this Agreement shall be made in
writing, notice of which shall be delivered as provided herein. In the event of
termination, all finished and unfinished documents or reports etc. shall, at the option of
CITY, become its property and shall be promptly delivered to it by CONSULTANT.
18-7046/191509
10. 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, other than volunteer members of CITY's Fourth of July Executive
Board, without the prior express written consent of CITY. Ifan assignment, delegation
or subcontract is approved, all approved assignees, delegates and sub consultants must
satisfy the requirements of this Agreement.
] L 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.
12. 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.
13. NOTICES
Any notices, certificates, or other communications hereunder shall be
given either by personal delivery to CONSULTANT or agent 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
18-7046/191509
other party via personal delivery, a reputable overnight carrier or U. S. certified mail-
return receipt requested:
TO CITY: TO CONSULTANT:
ATTN: City Manager Stacey Hoffer
2000 Main Street 4612 Minuet Drive
City of Huntington Beach Huntington Beach, CA 92649
Huntington Beach, CA 92648
14. CONSENT
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.
15. MODIFICATION
No waiver or modification of any language in this Agreement shall be
valid unless in writing and duly executed by both parties.
16. 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.
17. 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 parry shall bear its own attorney's fees, such that the
18-7046/191509
prevailing party shall not be entitled to recover its attorney's fees from the non-
prevailing party.
18. SURVIVAL
Terms and conditions of this Agreement, which by their sense and
context survive the expiration or termination of this Agreement, shall so survive.
19. GOVERNING LAW
This Agreement shall be governed and construed in accordance with
the laws of the State of California.
20. 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.
18-7046/191509
21. 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.
STACEY NEWTON HOFFER, CITY OF HUNTINGTON BEACH,
an individual a municipal corporation of the State of
California
Stacey Hof City M ag9MC
Pursuant to 3.03.100
APPROVED AS TO FORM:
ity Attorney M A/
DATE: 1) 121 1 U 10
Receive and File
City Clerk
18-7046/191509
INSERT EXHIBIT A- STACEY HOFFER SCOPE OF WORK
18-7046/191509
EXHIBIT"A"
Stacey Hoffer
4612 Minuet Drive, Huntington Beach, CA
(714) 580-7428 staceee7@aol.com
Huntington Beach 4th of July Celebration Event
Two Year Proposal with the option to extend Two Years
Stacey Hoffer, in collaboration with the City of Huntington Beach and 4th of July Board, will be
responsible for the following areas required to produce the Huntington Beach 4th of July
Celebration:
• Attend planning meetings with the 4th of July Board and City Staff, as needed.
• Responsible for the following areas:
o Parade
■ Develop scope of work for RFP
■ Develop application
■ Qualification of applicants
■ Processing approved applicants
■ Solicit bands/entertainment
■ Develop parade line up
■ Develop and distribute parade script
■ Oversee formation and disbanding
o Run
■ Oversee the Run contractor
■ Oversee budget
■ Oversee shirt order
■ Oversee logistics
o Fireworks
■ Develop scope of work for RFP
■ Oversee that all City requirements are completed
■ Develop and approve music
o Festival
■ Develop Application
• Qualification of applicants
■ Processing approved applicants
■ Oversee logistics
o Merchandise
■ Develop scope of work for RFP
■ Develop theme and logo
■ Manage Order
o Sponsors
■ Develop sponsor packages/comps
■ Solicit potential sponsors
■ Fulfill sponsor packages
o Budget
■ Develop a working event budget
■ Track and monitor expenditures to ensure budget stays on track
■ Provide all quotes and invoices to Community Services Department for
processing and payment
o Logistics
■ Develop logistic requirements
■ Oversee Board Member
■ Work with City Departments on logistics
o Home Decorating Contest
■ Develop contest themes
■ Design awards
■ Solicit sponsors
o VIPs
■ Develop parade titles
■ Develop potential talent list
o Volunteers
■ Organize and assign volunteers to appropriate event areas
■ Oversee volunteer check-in booth
■ Communicate with Board Member regarding volunteer specifics
■ Stock volunteer/staff shirts
o Entertainment
■ Assist with obtaining talent for the showmobile entertainment
■ Solicit bands/groups for showmobile
■ Solicit potential sponsors
o Lake Park Pancake Breakfast
■ Oversee non-profit group hosting breakfast
■ Develop sponsor opportunities within event
o Public Relations
■ Develop Pre-event/Event Media Contacts
■ Oversee press releases/packets/social media
■ Solicitation of event photographers, as needed
■ Solicitation of parade announcers
■ Coordinate event information for announcers
• Oversee Board Members to make sure their teams have completed tasks
• Work with City Staff regarding logistical planning
2019 and 2020 proposal amount of$50,000 to include:
1. Event Director Service Fee: $50,000 per year
a. $4,166.66 per month
Stacey Hoffer Signature & Date City Signature & Date
EXHIBIT "B"
Payment Schedule
A. Flat Rate
CONSULTANT'S fees for such services shall be billed in a monthly flat rate as set
forth below.
B. Travel
Charges for time during travel are not reimbursable.
C. Billing
1. All billing shall be done in monthly increments not to exceed $4,166.66,
and matched to an appropriate breakdown of the time that was taken to
perform that work.
2. Each month's bill should include a total to date. That total should provide, at
a glance, the total fees and costs incurred to date for the case or matter.
3. Reserved.
4. CONSULTANT shall submit to CITY an invoice for each monthly
payment due. Such invoice shall:
A) Reference this Agreement;
B) Describe the general services performed; and
C) Show the total amount of the payment due;
Upon submission of any such invoice, if the City Manager is satisfied
that CONSULTANT is making satisfactory progress toward completion of
tasks in accordance with this Agreement, the City Manager shall approve the
invoice, in which event payment shall be made within thirty (30) days of
receipt of the invoice by the City Manager. Such approval shall not be
unreasonably withheld. If the City Manager does not approve an invoice,
the City Manager 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 the City Manager 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.
5. 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
18-7046/191509
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.
18-7046/191509
CITY OF HUNTINGTON BEACH
Professional Service Approval Form
PART
Date. 10/25/2018 Project Manager Name. Chris Cole
Requested by Name if different from Project Manager: Elaine Kuhnke
Department: Community Services
PARTS I 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/ MUST BE FILED
WITH ALL APPROVED CONTRACTS.
1) Briefly provide the purpose for the agreement:
To plan, cooridinate, and implement the City's 41h of July Celebration.
2) Estimated cost of the services being sought: $ 100,000
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 answer to this question is "No," the contract will require approval from the City Council.)
® Yes ❑ No
MpG�it�9 - i�l 0*1h
Fiscab5ervices Manager Signature (Purchasing Approval) Da
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):
Account number Contractual Dollar Amount
Business unit. object# Fiscal Year Fiscal Year Fiscal Year Fiscal Year
18-19 19-20
20445803.69365 $50000 $50000 $ $
$ $ $ $
$ $ $ $
, �!
11
Budget Approval D to
Department Head Signature(s) Dale
hief Finan Kal Pfficer Signature 15ate
bro,nev, &4tA- d lo' tr rL V
Assistant City Manager's Signature D to
APPROVE DE
it anager's Signature Date
prof services approval -part i
REV: February 2015
- CITY OF HUNTINGTON BEACH
Professional Service Approval Form
` J»x PART 11
Date: 10/25/2018 Project Manager: Chris Cole
1 9
Requested by Name if different from Project Manager: Elaine Kuhnke
Department: Community Services
PARTS I & II OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE
COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED FOR APPROVAL. PART I & 11 MUST
BE FILED WITH ALL APPROVED CONTRACTS.
1) Name of consultant: Stacey Hoffer
2) Contract Number: CMS
(Contract numbers are obtained through Finance Administration x 5630)
3) Amount of this contract: $100,000
Account number Contractual Dollar Amount
Business unit. object# Fiscal Year Fiscal Year Fiscal Year Fiscal Year
18-19 19-20
20445803.69365 $50,000 $50,000 $ $
$ $ $ $
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
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.
Department Head Dat
Fiscal Services Manager(Purchasing) Date
MOLIM -o%0ir✓D�/-� 1 lk
BuVtManz
er proval Signature Date
Chief Financial Offr6er(or designee) Signature bate
prof services approval- part ii .doc
PROFESSIONAL SERVICES
FISCAL YEAR 2018/19
Community Services
Current PSA Balance: $145,000
Impact to Future Years
Date Descri tion Amount Notes FY 19I20 1 FY 20121 FY 21122
Design/Environmental/Architectural!
7/1/2018 Engineering,and other consulting and 195,000
professional services.
Total PSA $ 195,000
Total Contract
Date Descri tion I Amount Value Notes FY 19120 1 FY 20121 FY 21/22
10/25/2018 Stacey Hoffer-July 4th Event Director 50,000 100,000 July 4th Fund-Acct No 20445803.69365 50 000
Total Value $ 50,000
Balance $ 145,000
List of Proposers for 4th of July Celebration Event
1. Stacey Hoffer
714-580-7428
staceeee7@aol.com
2. Event Fusion
714-337-9176
SurfCity2@verizon.net
3. Dante Giuliano
949-285-5156
Oes.dante@gmail.com
event fusion
cae n-eesernac 'vECWu:e ex_:.ec.
October 12, 2018
Mr. Chris Cole
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
Dear Chris,
I am pleased to provide you with my proposal for the 2019 Huntington Beach 4a'of July
Celebration!
Scope of Services
Event Fusion will provide the following services related to the 2019 Huntington Beach 4`h of
July Celebration:
• Work with the 4 h of July Board and City Staff to define goals,budget, tasks, and metrics
for the event
• Work with all involved to share vision,plan,responsibilities, and goals
• Attend planning meetings with the 4th of July Board and City Staff, as needed.
• Assist and provide updates on the following:
Parade
• RFP, application, qualification of applicants,processing, line up, script, formation and
disbanding
Run
• RFP, work with Run contractor on budget, shirt order and logistics
Fireworks
• RFP, work with Pyrotechnic contractor on music and logistics
Festival
• Application, qualification,processing, logistics
Merchandise
• Work with printer on logo, order
Sponsors
• Assist Board on sponsor package development and obtaining sponsors
Budget
• Work with the City and Board approved budget
Logistics
• Work with City Staff on logistics
Home Decorating Contest
VIPs
• Assist with obtaining talent for parade
Volunteers
• Recruiting and assigning tasks
Entertainment
• Assist with obtaining talent for the showmobile entertainment
Lake Park Pancake Breakfast
• Work with the non-profit group hosting breakfast
Media(TV,Radio & Social)
• Work with local media outlets,maintain website and social media
Marketing
• Work with PR firm to get important information out to the public
• Work with the Board Members on completing their specific tasks
• Work with City Staff regarding logistical planning
Timing
The engagement timing is from October 31,2018 through July 15, 2019.
Fees and Billing
Consulting/Project Management fee is $57,000.
Confidentiality
During our work,we will have access to confidential and proprietary information about each
other and our business. Each of us will use,disclose,duplicate, and reproduce such confidential
and proprietary information only to the extent required to perform our obligations to each other
or as required by law or legal process, and each of us will take such precautions to preserve the
confidentiality or each other's information as we use to protect our own confidential information.
No such information will be deemed confidential if it was previously known to the other party,
becomes public information, or is disclosed to third parties without restriction by the owner of
the information.
Thank you for the opportunity to bid on this amazing, fun, and patriotic project where our
community shines!
Sincerely,
Jodi McKay
Event Fusion
SurfCitv2(&,v_erizon.net
714-337-9176
Dante Giuliano
6082 Ivory Circle
Huntington Beach,CA 92647
949.285,5156
Oes.dante@gmail.con
4th of July Parade
July 4,2019
Based on the scope of work provided and my personal knowledge of the Huntington Beach 4th of
July Parade and Celebration, I believe that this project will take nearly all of the remaining time
between now and the 4th to plan and execute.
This is a major event for the city and it has national recognition so it is not to be taken lightly,and
if I were chosen to manage this project, I would want every opportunity to make it the best it can
be,as well as maintaining a safe and community friendly event.
I believe that this project will take a minimum of$60,000 based on the time that will be invested
and the amount of professional staff that will be needed.
As a long time resident of Huntington Beach,and a veteran event planner and producer, I
understand the importance and tradition of our Independence Day celebration and would be
honored to be a part of it.
th
2019 Huntington Beach 4 of July Celebration
Scope of Work
The company that is selected to produce the 2019 Huntington Beach 4th of July Celebration is
expected to execute the following tasks:
• Attend planning meetings with the 4t" of July Board and City Staff, as needed.
• Assist and provide updates on the following:
Parade
RFP, application, qualification of applicants, processing, line up, script,
formation and disbanding
Run
RFP, work with Run contractor on budget, shirt order and logistics
Fireworks
RFP, work with Pyrotechnic contractor on music and logistics
Festival
Application, qualification, processing, logistics
Merchandise
Work with printer on logo, order
Sponsors
Assist Board on sponsor package development and obtaining sponsors
Budget
Work with the City and Board approved budget
Logistics
Work with City Staff on logistics
Home Decorating Contest
VIPs
Assist with obtaining talent for parade
Volunteers
Recruiting and assigning tasks
Entertainment
Assist with obtaining talent for the showmobile entertainment
Lake Park Pancake Breakfast
Work with the non-profit group hosting breakfast
Media (TV, Radio & Social)
Work with local media outlets, maintain website and social media
Marketing
Work with PR firm to get important information out to the public
Work with the Board Members on completing their specific tasks
• Work with City Staff regarding logistical planning