HomeMy WebLinkAboutCollier, Cynthia; 2021-12-15;City Attorney Approved Version 5/30/2019
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AGREEMENT FOR FITNESS INSTRUCTION SERVICES
THIS AGREEMENT is made and entered into as of the ______________ day of
_________________________, 20___, by and between the CITY OF CARLSBAD, a municipal
corporation, ("City"), and Cynthia Collier, an independent contractor, ("Contractor").
RECITALS
A. City requires the professional services of a independent contractor that is
experienced in fitness instruction.
B. Contractor has the necessary experience in providing professional services and
advice related to fitness instruction.
C. Contractor has submitted a proposal to City and has affirmed its willingness and
ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this reference in
the enjoyment and increased
knowledge, skill, and/or ability of course participants. Contractor has sole control over the
course(s) to confirm that this result is being achieved and that Contractor is complying with the
terms of this Agreement.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the
Metropolitan Southern California Area, and will use reasonable diligence and best judgment while
exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of 2 years from the date first above written.
The City Manager may amend the Agreement to extend it for two additional 2 year periods or
parts thereof. Extensions will be based upon a satisfactory review of Contractor's performance,
City needs, and appropriation of funds by the City Council. The parties will prepare a written
amendment indicating the effective date and length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
City will collect the fee listed in the recreation registration software located at
http://secure.rec1.com/CA/carlsbad-ca/catalog, plus a transaction, and non-resident fee, if
rvice(s), Contractor will receive an amount equal to sixty percent ( 60 %) of the
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fees collected for each course, excluding transaction fees, non-resident fees and/or any fees
that are refunded. Contractor will be required to set class fees within the current market range,
excluding any fees set by City Council. The City reserves the right to deny a contract or class if
fees do not fall within this range.
To be paid for a course, Contractor must submit an email or written request to initiate payment
to the City for all courses/camps. The request to initiate payment must be submitted after the
end of the course. The request to initiate payment must be accompanied by the course/camp
activity numbers. Contractor must submit written or e-mail approval for total final amount owed
on Instructor Payment Due Report. Failure to list the activity numbers or approve final amount
owed may result in a denial or delay in payment. In most cases, the City will pay the invoice or
request for payment within ten to fifteen business days after its receipt and verification.
Contractor understands that filing a false claim for payment may subject Contractor to civil
penalties under California Government Code sections 12650, et seq., and Carlsbad Municipal
Code section 3.32.025.
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and
in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be
under control of City only as to the result to be accomplished, but will consult with City as
necessary. The persons used by Contractor to provide services under this Agreement will not be
considered employees of City for any purposes.
The payment made to Contractor pursuant to the Agreement will be the full and complete
compensation to which Contractor is entitled. City will not make any federal or state tax
withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be
required to pay any workers' compensation insurance or unemployment contributions on behalf
of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty
(30) days for any tax, retirement contribution, social security, overtime payment, unemployment
payment or workers' compensation payment which City may be required to make on behalf of
Contractor or any agent, employee, or subcontractor of Contractor for work done under this
owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of City.
If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the
acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly
employed by the subcontractor, as Contractor is for the acts and omissions of persons directly
employed by Contractor. Nothing contained in this Agreement will create any contractual
relationship between any subcontractor of Contractor and City. Contractor will be responsible for
payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of
a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically
noted to the contrary in the subcontract and approved in writing by City.
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8. INSTRUCTOR AND ASSISTANT(S)
Contractor may utilize, at
required by this Agreement. Contractor
without obtaining the prior approval of the Parks and Recreation Director, Recreation Area
with the criminal history background check with Live Scan fingerprint and TB test information
discussed in paragraph 11 and the certifications discussed in paragraph 12 below. Assistants
must be at least 16 years of age and have a valid work permit. Assistant may not teach in place
of the Contractor without prior approval of the Recreation Supervisor or Area Manager.
Assistants teaching in place of the Contractor must be at least 18 years of age. Contractor is
solely responsible for supervising the work of the assistant(s) to ensure compliance with this
Agreement.
9. RATIO
Contractor is responsible for maintaining the following adult to child ratios:
9.1 Classes
9.1.1. 1 Instructor for 20 students (Ages 5 and up) at most
9.1.2. 1 Instructor for 8 students (Ages 4 and below) at most
9.2 Camps
9.2.1. 1 Instructor for 15 students (Ages 5 and up) at most
9.2.2. 1 Instructor for 6 students (Ages 4 and below) at most
10. RULES AND SAFETY
Contractor
Rules and participate in a Contractor Instructional Services Agreement renewal meeting each
year. (See 2015 Instructor Information Booklet). Contractor is also required to have all
participants in classes or camps sign in and out by an authorized adult if the participant is a
minor.
11. TB TEST AND BACKGROUND CHECK
must provide proof of a negative TB test taken within the last four years. If a course is open to
criminal history background
to have Live Scan fingerprints processed by the City. Should Contractor or Contractor
assistant(s) criminal history background check reveal the existence of prior convictions, the City
assistant(s) from performing future instructional services for the City.
12. CERTIFICATIONS
If applicable, Contr City with the following
certifications, which must remain valid throughout the duration of this contract: none required.
If any certification(s) will expire during the term of this Agreement, Contractor
Assistant(s) must provide updated proof of valid certificate(s) prior to the expiration date.
13. MANDATED REPORTER(S)
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ts contained in
California Penal Code section 11166,
14. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
15. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees
and volunteers from and against all claims, damages, losses and expenses including attorney s
fees arising out of the performance of the work described herein caused by any negligence,
recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or
indirectly employed by any of them or anyone for whose acts any of them may be liable.
The parties expressly agree that any
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compensation is included as a loss, expense or cost for the purposes of this section, and that this
section will survive the expiration or early termination of this Agreement.
16. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property which may
agents, representatives, employees or subcontractors. The insurance will be obtained from an
insurance carrier admitted and authorized to do business in the State of California. The insurance
carrier is required to have a current Best's Key Rating of not less than "A-:VII"; OR with a surplus
List of Approved Surplus Line Insurers (LASLI) with a rating
; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
16.1 Coverage and Limits.
Contractor will maintain the types of coverage and minimum limits indicated below, unless the
Risk Manager or City Manager approves a lower amount. These minimum amounts of coverage
will not constitute any limitations or cap on Contractor's indemnification obligations under this
Agreement. City, its officers, agents and employees make no representation that the limits of the
insurance specified to be carried by Contractor pursuant to this Agreement are adequate to
protect Contractor. If Contractor believes that any required insurance coverage is inadequate,
Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense. The full limits available to the named insured shall also be available
and applicable to the City as an additional insured.
16.1.1 Commercial General Liability Insurance. $1,000,000 combined single-limit per
occurrence for bodily injury, personal injury and property damage. If the submitted policies contain
aggregate limits, general aggregate limits will apply separately to the work under this Agreement
or the general aggregate will be twice the required per occurrence limit.
16.1.2 Athletic Participant/Participant Legal Liability and Sexual Abuse and Molestation
coverage (if there are athletic participants). $1,000,000 combined single-limit per accident for
bodily injury and property damage.
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16.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as
required by the California Labor Code. Workers' Compensation will not be required if Contractor
has no employees and provides, to City's satisfaction, a declaration stating this.
16.2 Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
16.2.1 The City, its officials, employees and volunteers will be named as an additional
insured on Commercial General Liability which shall provide primary coverage to the City.
16.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which
will be written as claims-made coverage.
16.2.3 This insurance will be in force during the life of the Agreement and any extensions
of it and will not be canceled without thirty (30) days prior written notice to City sent by certified
mail pursuant to the Notice provisions of this Agreement.
16.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
16.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance
coverages, then City will have the option to declare Contractor in breach, or may purchase
replacement insurance or pay the premiums that are due on existing policies in order to maintain
the required coverages. Contractor is responsible for any payments made by City to obtain or
maintain insurance and City may collect these payments from Contractor or deduct the amount
paid from any sums due Contractor under this Agreement.
16.5 Submission of Insurance Policies. City reserves the right to require, at any time, complete
and certified copies of any or all required insurance policies and endorsements.
17. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the
Agreement, as may be amended from time-to-time.
18. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City and
Contractor relinquishes all claims to the copyrights in favor of City.
19. NOTICES
Notices between the Contractor and the City may be made by either personal delivery, email or
by first-class mail. Mailed notices must be sent to the addresses listed in the introductory
paragraph, unless changed in writing in accordance with this paragraph. Personally delivered
notices will be considered communicated on the day they are actually received. Emailed or mailed
notices will be considered communicated on the day they are actually received or five days after
their mailing, whichever occurs first.
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The name of the persons who are authorized to give written notice or to receive written notice on
behalf of City and on behalf of Contractor under this Agreement.
For City For Contractor
Name Margaret Hamer Name Cynthia Collier
Title Recreation Area Manager Title Fitness Instructor
Department Parks & Recreation Address 1204 Tylee Street
City of Carlsbad Vista, CA 92083
Address 799 Pine Avenue Phone No. 760-840-1477
Carlsbad, CA 92008 Email csiouxcollier@cox.net
Phone No. 760-602-4682
Each party will notify the other immediately of any changes of address that would require any
notice or delivery to be directed to another address.
20. COURSE ADVERTISEMENT
Prior to the first class date, Contractor CivicRec registration
software, at http://secure.rec1.com/CA/carlsbad-ca/catalog. Contractor will verify the information
contained on the roster against actual attendance on the first class date and report any
discrepancies to the City by the end of the next business day. Contractor will not allow a
person to participate in a course unless the person appears on the course roster and has signed
an electronic annual liability waiver form.
21. COURSE ADVERTISEMENT
The City will advertise the Contractor
and in any other manner the City determines is appropriate. Contractor may also advertise
Contractor course(s) in any manner Contractor determines is appropriate, subject to the prior
approval of the City. Marketing materials must be submitted to the City for approval at least 14
days prior to distribution. (See 2015 Contract Instructor Information Booklet). Contractor must
obtain photo releases from any enrollee prior to any marketing or promotion with use of photos
of enrollees.
22. ATTENDANCE
Prior to the first class date of each course, the Contractor will go online to the registration
website and print a class attendance sheet. Contractor
class attendance sheet and submit the completed attendance sheet to the City at the end of the
course. Contractors are responsible for contacting participants who have not attended the first
class and notify the Instructional Class Division. Sheets may be dropped in the facility mailbox
prior to leaving for the evening on the last class of the course.
23. USE OF CITY FACILITIES
The City will allow Contractor to use the City facility(ies) identified in the Carlsbad Community
Services Guide on the day(s) and at the time(s) indicated. The rules for use of the facility(ies)
Contractor is responsible for ensuring the
rules. Contractor must abide by the start and end times of each class/camp stated in Exhibit A .
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Failure to abide by the start and end time listed in Exhibit A for any class/camp may result in
termination of contract.
If any injury, lost child, or property damage occurs during a class or camp, Contractor must
promptly report the injury, lost child, or property damage to the facility attendant on duty (after
any necessary first aid or emergency services are rendered). The 2015 Instructor Information
Booklet provide specific instructions on how to handle emergencies. The Contractor will also
report as a witness on the injury/incident report. If there is no facility attendant on duty,
Contractor must report the injury, lost child, incident, or property damage to the Parks &
Recreation Director, a Recreation Area Manager or designee immediately.
24. CANCELING COURSE(S)
The City, after first notifying Contractor, may cancel a course if the City does not receive
registration forms and fees from the minimum number of at least 5 participants or the minimum
ast two days prior to the first class date for a course. Contractor will
not be compensated for any course canceled due to low enrollment.
25. CANCELING OR RESCHEDULING CLASS DATE(S)
Contractor may not cancel or reschedule a class date without the prior written approval of the
Contractors are solely
responsible for informing enrollees of any cancelations or rescheduling of classes.
26. CONFLICT OF INTEREST
If requested, Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance
with the requirements of the City of Carlsbad Conflict of Interest Code. The Contractor shall report
investments or interests in all four categories.
27. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations
which in any manner affect those employed by Contractor, or in any way affect the performance
of the Services by Contractor. Contractor will at all times observe and comply with these laws,
ordinances, and regulations and will be responsible for the compliance of Contractor's services
with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986
and will comply with those requirements, including, but not limited to, verifying the eligibility for
employment of all agents, employees, subcontractors and consultants whose services are
required by this Agreement.
28. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
29. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will
be used to resolve any questions of fact or interpretation not otherwise settled by agreement
between the parties. Representatives of Contractor or City will reduce such questions, and their
respective views, to writing. A copy of such documented dispute will be forwarded to both parties
involved along with recommended methods of resolution, which would be of benefit to both
parties. The representative receiving the letter will reply to the letter along with a recommended
method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
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to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The
City Manager will consider the facts and solutions recommended by each party and may then opt
to direct a solution to the problem. In such cases, the action of the City Manager will be binding
upon the parties involved, although nothing in this procedure will prohibit the parties from seeking
remedies available to them at law.
30. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If City decides to abandon or indefinitely postpone the services contemplated by this
Agreement, City may terminate this Agreement upon written notice to Contractor. Upon
notification of termination, City will make a determination of fact based upon the service delivered
and of the percentage of service that Contractor has performed. Based upon that finding City will
determine the final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may terminate this
Agreement. In this event and upon request of City, Contractor will assemble the work product and
put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work
performed to the termination date; however, the total will not exceed the lump sum fee payable
under this Agreement. City will make the final determination as to the portions of tasks completed
and the compensation to be made.
31. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other
than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that
Contractor has not paid or agreed to pay any company or person, other than a bona fide
employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this Agreement. For breach or violation
of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion,
to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the
fee, commission, percentage, brokerage fees, gift, or contingent fee.
32. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must
be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation
of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is
submitted to City, it may be considered fraud and Contractor may be subject to criminal
prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.,
the False Claims Act applies to this Agreement and, provides for civil penalties where a person
knowingly submits a false claim to a public entity. These provisions include false claims made
with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to
recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a
false claim may subject Contractor to an administrative debarment proceeding as the result of
which Contractor may be prevented to act as a Contractor on any public work or improvement for
a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is
grounds for City to terminate this Agreement.
33. JURISDICTION AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of enforcing a right
or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the
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County of San Diego, State of California, and the parties waive all provisions of law providing for
a change of venue in these proceedings to any other county.
34. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and Contractor
and their respective successors. Neither this Agreement nor any part of it nor any monies due or
to become due under it may be assigned by Contractor without the prior consent of City, which
shall not be unreasonably withheld.
35. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along
with the purchase order for this Agreement and its provisions, embody the entire Agreement and
understanding between the parties relating to the subject matter of it. In case of conflict, the terms
of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions
may be amended, modified, waived or discharged except in a writing signed by both parties.
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36. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of
Contractor each represent and warrant that they have the legal power, right and actual authority
to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR CITY OF CARLSBAD, a municipal
corporation of the State of California
By: By:
(sign here) Kyle Lancaster
Cynthia Collier / fitness instructor Parks & Recreation Director
(print name/title)
ATTEST:
By:
N/A
(sign here) FAVIOLA MEDINA
N/A City Clerk Services Manager
(print name/title)
If required by City, proper notarial acknowledgment of execution by contractor must be attached.
If a corporation, Agreement must be signed by one corporate officer from each of the following
two groups.
Group A Group B
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
CELIA A. BREWER, City Attorney
BY: _____________________________
Deputy City Attorney
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City of Carlsbad
Parks & Recreation Department
Scope of Service (Exhibit A)
Class Title: Gentle Yoga
Class Description: Lift your spirit with this gentle, yet strengthening, yoga class. You will learn a flow of
Deep breathing will relax and rejuvenate you, harmonizing body, mind and spirit. Bring a mat and eat
after class.
Ages: 50+
Class Minimum: 10 Class Maximum: 25
Session Length: 6 weeks, continuous
Fee: $50-60, subject to change based on demand
Setup/Facility Needs: armless chairs arranged in a semi-circle
Class Title: Chair Yoga
Class Description: Enjoy the benefits of yoga from the comfort of your chair. Build strength and
stamina, improve flexibility and learn to harmonize all the levels of your life. This gentle class will teach
you how to incorporate the healing power of deep breathing into all of your movements.
Ages: 50+
Class Minimum: 10 Class Maximum: 25
Session Length: monthly
Fee: variable, depends on number of classes in session
Setup/Facility Needs: armless chairs arranged in a semi-circle
Optional move to virtual classes that would include a change in compensation percentage: contractor
would receive an amount equal to seventy percent ( 70 %) of the fees collected for each course,
excluding transaction fees, non-resident fees and/or any fees that are refunded.
EXHIBIT B
CALIFORNIA CODES
PENAL CODE SECTIONS 11164-11166
11164. (a) This article shall be known and may be cited as the Child Abuse and Neglect Reporting Act.
(b) The intent and purpose of this article is to protect children from abuse and neglect. In any investigation of suspected child
abuse or neglect, all persons participating in the investigation of the case shall consider the needs of the child victim and shall do
whatever is necessary to prevent psychological harm to the child victim.
11165. As used in this article "child" means a person under the age of 18 years.
11165.1. As used in this article, "sexual abuse" means sexual assault or sexual exploitation as defined by the following: (a) "Sexual
assault" means conduct in violation of one or more of the following sections: Section 261 (rape), subdivision (d) of Section 261.5
(statutory rape), 264.1 (rape in concert), 285 (incest), 286 (sodomy), subdivision (a) or (b), or paragraph (1) of subdivision (c) of
Section 288 (lewd or lascivious acts upon a child), 288a (oral copulation), 289 (sexual penetration), or 647.6 (child molestation).
(b) Conduct described as "sexual assault" includes, but is not limited to, all of the following: (1) Any penetration, however slight,
of the vagina or anal opening of one person by the penis of another person, whether or not there is the emission of semen.
(2) Any sexual contact between the genitals or anal opening of one person and the mouth or tongue of another person.
(3) Any intrusion by one person into the genitals or anal opening of another person, including the use of any object for this
purpose, except that, it does not include acts performed for a valid medical purpose. (4) The intentional touching of the genitals or
intimate parts (including the breasts, genital area, groin, inner thighs, and buttocks) or the clothing covering them, of a child, or of
the perpetrator by a child, for purposes of sexual arousal or gratification, except that, it does not include acts which may reasonably
be construed to be normal caretaker responsibilities; interactions with, or demonstrations of affection for, the child; or acts
performed for a valid medical purpose. (5) The intentional masturbation of the perpetrator's genitals in the presence of a child.
(c) "Sexual exploitation" refers to any of the following: (1) Conduct involving matter depicting a minor engaged in obscene
acts in violation of Section 311.2 (preparing, selling, or distributing obscene matter) or subdivision (a) of Section 311.4 (employment
of minor to perform obscene acts). (2) Any person who knowingly promotes, aids, or assists, employs, uses, persuades, induces, or
coerces a child, or any person responsible for a child's welfare, who knowingly permits or encourages a child to engage in, or assist
others to engage in, prostitution or a live performance involving obscene sexual conduct, or to either pose or model alone or with
others for purposes of preparing a film, photograph, negative, slide, drawing, painting, or other pictorial depiction, involving obscene
sexual conduct. For the purpose of this section, "person responsible for a child's welfare" means a parent, guardian, foster parent, or
a licensed administratoror employee of a public or private residential home, residential school, or other residential institution. (3)
Any person who depicts a child in, or who knowingly develops, duplicates, prints, or exchanges, any film, photograph, video tape,
negative, or slide in which a child is engaged in an act of obscene sexual conduct, except for those activities by law enforcement and
prosecution agencies and other persons described in subdivisions (c) and (e) of Section 311.3.
11165.2. As used in this article, "neglect" means the negligent treatment or the maltreatment of a child by a person responsible for
the child's welfare under circumstances indicating harm or threatened harm to the child's health or welfare. The term includes both
acts and omissions on the part of the responsible person. (a) "Severe neglect" means the negligent failure of a person having the
care or custody of a child to protect the child from severe malnutrition or medically diagnosed nonorganic failure to thrive. "Severe
neglect" also means those situations of neglect where any person having the care or custody of a child willfully causes or permits the
person or health of the child to be placed in a situation such that his or her person or health is endangered, as proscribed by Section
11165.3, including the intentional failure to provide adequate food, clothing, shelter, or medical care. (b) "General neglect" means
the negligent failure of a person having the care or custody of a child to provide adequate food, clothing, shelter, medical care, or
supervision where no physical injury to the child has occurred. For the purposes of this chapter, a child receiving treatment by
spiritual means as provided in Section 16509.1 of the Welfare and Institutions Code or not receiving specified medical treatment for
religious reasons, shall not for that reason alone be considered a neglected child. An informed and appropriate medical decision
made by parent or guardian after consultation with a physician or physicians who have examined the minor does not constitute
neglect.
11165.3. As used in this article, "the willful harming or injuring of a child or the endangering of the person or health of a child,"
means a situation in which any person willfully causes or permits any child to suffer, or inflicts thereon, unjustifiable physical pain or
mental suffering, or having the care or custody of any child, willfully causes or permits the person or health of the child to be
placed in a situation in which his or her person or health is endangered.
11165.4. As used in this article, "unlawful corporal punishment or injury" means a situation where any person willfully inflicts upon
any child any cruel or inhuman corporal punishment or injury resulting in a traumatic condition. It does not include an amount of
force that is reasonable and necessary for a person employed by or engaged in a public school to quell a disturbance threatening
EXHIBIT B
physical injury to person or damage to property, for purposes of self-defense, or to obtain possession of weapons or other
dangerous objects within the control of the pupil, as authorized by Section 49001 of the Education Code. It also does not include the
exercise of the degree of physical control authorized by Section 44807 of the Education Code. It also does not include an injury
caused by reasonable and necessary force used by a peace officer acting within the course and scope of his or her employment as a
peace officer.
11165.5. As used in this article, the term "abuse or neglect in out-of-home care" includes physical injury or death inflicted upon a
child by another person by other than accidental means, sexual abuse as defined in Section 11165.1, neglect as defined in Section
11165.2, unlawful corporal punishment or injury as defined in Section 11165.4, or the willful harming or injuring of a child or the
endangering of the person or health of a child, as defined in Section 11165.3, where the person responsible for the child's welfare is
a licensee, administrator, or employee of any facility licensed to care for children, or an administrator or employee of a public or
private school or other institution or agency. "Abuse or neglect in out-of-home care" does not include an injury caused by
reasonable and necessary force used by a peace officer acting within the course and scope of his or her employment as a peace
officer.
11165.6. As used in this article, the term "child abuse or neglect" includes physical injury or death inflicted by other than accidental
means upon a child by another person, sexual abuse as defined in Section 11165.1, neglect as defined in Section 11165.2, the willful
harming or injuring of a child or the endangering of the person or health of a child, as defined in Section 11165.3, and unlawful
corporal punishment or injury as defined in Section 11165.4. "Child abuse or neglect" does not include a mutual affray between
minors. "Child abuse or neglect" does not include an injury caused by reasonable and necessary force used by a peace officer acting
within the course and scope of his or her employment as a peace officer.
11165.7. (a) As used in this article, "mandated reporter" is defined as any of the following: (1) A teacher. (2) An instructional aide.
(3) A teacher's aide or teacher's assistant employed by any public or private school. (4) A classified employee of any public school.
(5) An administrative officer or supervisor of child welfare and attendance, or a certificated pupil personnel employee of any public
or private school. (6) An administrator of a public or private day camp. (7) An administrator or employee of a public or private
youth center, youth recreation program, or youth organization. (8) An administrator or employee of a public or private organization
whose duties require direct contact and supervision of children. (9) Any employee of a county office of education or the State
Department of Education, whose duties bring the employee into contact with children on a regular basis. (10) A licensee, an
administrator, or an employee of a licensed community care or child day care facility. (11) A Head Start program teacher. (12) A
licensing worker or licensing evaluator employed by a licensing agency as defined in Section 11165.11. (13) A public assistance
worker. (14) An employee of a child care institution, including, but not limited to, foster parents, group home personnel, and
personnel of residential care facilities. (15) A social worker, probation officer, or parole officer. (16) An employee of a school district
police or security department. (17) Any person who is an administrator or presenter of, or a counselor in, a child abuse prevention
program in any public or private school. (18) A district attorney investigator, inspector, or local child support agency caseworker
unless the investigator, inspector, or caseworker is working with an attorney appointed pursuant to Section 317 of the Welfare and
Institutions Code to represent a minor. (19) A peace officer, as defined in Chapter 4.5 (commencing with Section 830) of Title 3 of
Part 2, who is not otherwise described in this section. (20) A firefighter, except for volunteer firefighters. (21) A physician, surgeon,
psychiatrist, psychologist, dentist, resident, intern, podiatrist, chiropractor, licensed nurse, dental hygienist, optometrist, marriage,
family and child counselor, clinical social worker, or any other person who is currently licensed under Division 2 (commencing with
Section 500) of the Business and Professions Code. (22) Any emergency medical technician I or II, paramedic, or other person
certified pursuant to Division 2.5 (commencing with Section 1797) of the Health and Safety Code. (23) A psychological assistant
registered pursuant to Section 2913 of the Business and Professions Code. (24) A marriage, family, and child therapist trainee, as
defined in subdivision (c) of Section 4980.03 of the Business and Professions Code. (25) An unlicensed marriage, family, and child
therapist intern registered under Section 4980.44 of the Business and Professions Code. (26) A state or county public health
employee who treats a minor for venereal disease or any other condition. (27) A coroner. (28) A medical examiner, or any other
person who performs autopsies. (29) A commercial film and photographic print processor, as specified in subdivision (e) of Section
11166. As used in this article, "commercial film and photographic print processor" means any person who develops exposed
photographic film into negatives, slides, or prints, or who makes prints from negatives or slides, for compensation. The term includes
any employee of such a person; it does not include a person who develops film or makes prints for a public agency. (30) A child
visitation monitor. As used in this article, "child visitation monitor" means any person who, for financial compensation, acts as
monitor of a visit between a child and any other person when the monitoring of that visit has been ordered by a court of law.
(31) An animal control officer or humane society officer. For the purposes of this article, the following terms have the following
meanings: (A) "Animal control officer" means any person employed by a city, county, or city and county for the purpose of
enforcing animal control laws or regulations. (B) "Humane society officer" means any person appointed or employed by a public or
private entity as a humane officer who is qualified pursuant to Section 14502 or 14503 of the Corporations Code. (32) A clergy
member, as specified in subdivision (d) of Section 11166. As used in this article, "clergy member" means a priest, minister, rabbi,
religious practitioner, or similar functionary of a church, temple, or recognized denomination or organization. (33) Any custodian of
EXHIBIT B
records of a clergy member, as specified in this section and subdivision (d) of Section 11166. (34) Any employee of any police
department, county sheriff's department, county probation department, or county welfare department. (35) An employee or
volunteer of a Court Appointed Special Advocate program, as defined in Rule 1424 of the California Rules of Court. (36) A custodial
officer as defined in Section 831.5. (37) Any person providing services to a minor child under Section 12300 or 12300.1 of the
Welfare and Institutions Code. (38) An alcohol and drug counselor. As used in this article, an "alcohol and drug counselor" is a
person providing counseling, therapy, or other clinical services for a state licensed or certified drug, alcohol, or drug and alcohol
treatment program. However, alcohol or drug abuse, or both alcohol and drug abuse, is not in and of itself a sufficient basis for
reporting child abuse or neglect. (b) Except as provided in paragraph (35) of subdivision (a), volunteers of public or private
organizations whose duties require direct contact with and supervision of children are not mandated reporters but are encouraged
to obtain training in the identification and reporting of child abuse and neglect and are further encouraged to report known or
suspected instances of child abuse or neglect to an agency specified in Section 11165.9. (c) Employers are strongly encouraged to
provide their employees who are mandated reporters with training in the duties imposed by this article. This training shall include
training in child abuse and neglect identification and training in child abuse and neglect reporting. Whether or not employers
provide their employees with training in child abuse and neglect identification and reporting, the employers shall provide their
employees who are mandated reporters with the statement required pursuant to subdivision (a) of Section 11166.5. (d) School
districts that do not train their employees specified in subdivision (a) in the duties of mandated reporters under the child abuse
reporting laws shall report to the State Department of Education the reasons why this training is not provided. (e) Unless otherwise
specifically provided, the absence of training shall not excuse a mandated reporter from the duties imposed by this article.
(f) Public and private organizations are encouraged to provide their volunteers whose duties require direct contact with and
supervision of children with training in the identification and reporting of child abuse and neglect.
11165.9. Reports of suspected child abuse or neglect shall be made by mandated reporters, or in the case of reports pursuant to
Section 11166.05, may be made, to any police department or sheriff's department, not including a school district police or security
department, county probation department, if designated by the county to receive mandated reports, or the county welfare
department. Any of those agencies shall accept a report of suspected child abuse or neglect whether offered by a mandated
reporter or another person, or referred by another agency, even if the agency to whom the report is being made lacks subject
matter or geographical jurisdiction to investigate the reported case, unless the agency can immediately electronically transfer the
call to an agency with proper jurisdiction. When an agency takes a report about a case of suspected child abuse or neglect in which
that agency lacks jurisdiction, the agency shall immediately refer the case by telephone, fax, or electronic transmission to an agency
with proper jurisdiction. Agencies that are required to receive reports of suspected child abuse or neglect may not refuse to accept a
report of suspected child abuse or neglect from a mandated reporter or another person unless otherwise authorized pursuant to
this section, and shall maintain a record of all reports received.
11165.11. As used in this article, "licensing agency" means the State Department of Social Services office responsible for the
licensing and enforcement of the California Community Care Facilities Act (Chapter 3 (commencing with Section 1500) of Division 2
of the Health and Safety Code), the California Child Day Care Act (Chapter 3.4 (commencing with Section 1596.70) of Division 2 of
the Health and Safety Code), and Chapter 3.5 (commencing with Section 1596.90) of Division 2 of the Health and Safety Code), or
the county licensing agency which has contracted with the state for performance of those duties.
11165.12. As used in this article, the following definitions shall control:
(a) "Unfounded report" means a report that is determined by the investigator who conducted the investigation to be false, to be
inherently improbable, to involve an accidental injury, or not to constitute child abuse or neglect, as defined in Section 11165.6.
(b) "Substantiated report" means a report that is determined by the investigator who conducted the investigation to constitute
child abuse or neglect, as defined in Section 11165.6, based upon evidence that makes it more likely than not that child abuse or
neglect, as defined, occurred.
(c) "Inconclusive report" means a report that is determined by the investigator who conducted the investigation not to be
unfounded, but the findings are inconclusive and there is insufficient evidence to determine whether child abuse or neglect, as
defined in Section 11165.6, has occurred.
11165.13. For purposes of this article, a positive toxicology screen at the time of the delivery of an infant is not in and of
itself a sufficient basis for reporting child abuse or neglect. However, any indication of maternal substance abuse shall lead to an
assessment of the needs of the mother and child pursuant to Section 123605 of the Health and Safety Code. If other factors are
present that indicate risk to a child, then a report shall be made. However, a report based on risk to a child which relates solely to
the inability of the parent to provide the child with regular care due to the parent's substance abuse shall be made only to a county
welfare or probation department, and not to a law enforcement agency.
11165.14. The appropriate local law enforcement agency shall investigate a child abuse complaint filed by a parent or guardian of
a pupil with a school or an agency specified in Section 11165.9 against a school employee or other person that commits an act of
EXHIBIT B
child abuse, as defined in this article, against a pupil at a schoolsite and shall transmit a substantiated report, as defined in
Section 11165.12, of that investigation to the governing board of the appropriate school district or county office of education. A
substantiated report received by a governing board of a school district or county office of education shall be subject to the
provisions of Section 44031 of the Education Code.
11166. (a) Except as provided in subdivision (d), and in Section 11166.05, a mandated reporter shall make a report to an agency
specified in Section 11165.9 whenever the mandated reporter, in his or her professional capacity or within the scope of his or her
employment, has knowledge of or observes a child whom the mandated reporter knows or reasonably suspects has been the victim
of child abuse or neglect. The mandated reporter shall make an initial report to the agency immediately or as soon as is practicably
possible by telephone and the mandated reporter shall prepare and send, fax, or electronically transmit a written followup report
thereof within 36 hours of receiving the information concerning the incident. The mandated reporter may include with the report
any nonprivileged documentary evidence the mandated reporter possesses relating to the incident.
(1) For the purposes of this article, "reasonable suspicion" means that it is objectively reasonable for a person to entertain a
suspicion, based upon facts that could cause a reasonable person in a like position, drawing, when appropriate, on his or her training
and experience, to suspect child abuse or neglect. For the purpose of this article, the pregnancy of a minor does not, in and of itself,
constitute a basis for a reasonable suspicion of sexual abuse.
(2) The agency shall be notified and a report shall be prepared and sent, faxed, or electronically transmitted even if the child has
expired, regardless of whether or not the possible abuse was a factor contributing to the death, and even if suspected child abuse
was discovered during an autopsy.
(3) Any report made by a mandated reporter pursuant to this section shall be known as a mandated report.
(b) If after reasonable efforts a mandated reporter is unable to submit an initial report by telephone, he or she shall immediately
or as soon as is practicably possible, by fax or electronic transmission, make a one-time automated written report on the form
prescribed by the Department of Justice, and shall also be available to respond to a telephone followup call by the agency with
which he or she filed the report. A mandated reporter who files a one-time automated written report because he or she was unable
to submit an initial report by telephone is not required to submit a written followup report.
(1) The one-time automated written report form prescribed by the Department of Justice shall be clearly identifiable so that it is
not mistaken for a standard written followup report. In addition, the automated one-time report shall contain a section that allows
the mandated reporter to state the reason the initial telephone call was not able to be completed. The reason for the submission of
the one-time automated written report in lieu of the procedure prescribed in subdivision (a) shall be captured in the Child Welfare
Services/Case Management System (CWS/CMS). The department shall work with stakeholders to modify reporting forms and the
CWS/CMS as is necessary to accommodate the changes enacted by these provisions.
(2) This subdivision shall not become operative until the CWS/CMS is updated to capture the information prescribed in this
subdivision.
(3) This subdivision shall become inoperative three years after this subdivision becomes operative or on January 1, 2009,
whichever occurs first.
(4) On the inoperative date of these provisions, a report shall be submitted to the counties and the Legislature by the Department
of Social Services that reflects the data collected from automated one-time reports indicating the reasons stated as to why the
automated one-time report was filed in lieu of the initial telephone report.
(5) Nothing in this section shall supersede the requirement that a mandated reporter first attempt to make a report via telephone,
or that agencies specified in Section 11165.9 accept reports from mandated reporters and other persons as required.
(c) Any mandated reporter who fails to report an incident of known or reasonably suspected child abuse or neglect as required by
this section is guilty of a misdemeanor punishable by up to six months confinement in a county jail or by a fine of one thousand
dollars ($1,000) or by both that imprisonment and fine. If a mandated reporter intentionally conceals his or her failure to report an
incident known by the mandated reporter to be abuse or severe neglect under this section, the failure to report is a continuing
offense until an agency specified in Section 11165.9 discovers the offense.
(d) (1) A clergy member who acquires knowledge or a reasonable suspicion of child abuse or neglect during a penitential
communication is not subject to subdivision (a). For the purposes of this subdivision, "penitential communication" means a
communication, intended to be in confidence, including, but not limited to, a sacramental confession, made to a clergy member
who, in the course of the discipline or practice of his or her church, denomination, or organization, is authorized or accustomed to
hear those communications, and under the discipline, tenets, customs, or practices of his or her church, denomination, or
organization, has a duty to keep those communications secret. (2) Nothing in this subdivision shall be construed to modify or limit a
clergy member's duty to report known or suspected child abuse or neglect when the clergy member is acting in some other capacity
that would otherwise make the clergy member a mandated reporter. (3) (A) On or before January 1, 2004, a clergy member or any
custodian of records for the clergy member may report to an agency specified in Section 11165.9 that the clergy member or any
custodian of records for the clergy member, prior to January 1, 1997, in his or her professional capacity or within the scope of his or
her employment, other than during a penitential communication, acquired knowledge or had a reasonable suspicion that a child had
been the victim of sexual abuse that the clergy member or any custodian of records for the clergy member did not previously report
the abuse to an agency specified in Section 11165.9. The provisions of Section 11172 shall apply to all reports made pursuant to this
EXHIBIT B
paragraph. (B) This paragraph shall apply even if the victim of the known or suspected abuse has reached the age of majority by the
time the required report is made. (C) The local law enforcement agency shall have jurisdiction to
investigate any report of child abuse made pursuant to this paragraph even if the report is made after the victim has reached the
age of majority. (e) Any commercial film and photographic print processor who has knowledge of or observes, within the scope of
his or her professional capacity or employment, any film, photograph, videotape, negative, or slide depicting a child under the age of
16 years engaged in an act of sexual conduct, shall report the instance of suspected child abuse to the law enforcement agency
having jurisdiction over the case immediately, or as soon as practicably possible, by telephone and shall prepare and send, fax, or
electronically transmit a written report of it with a copy of the film, photograph, videotape, negative, or slide attached within 36
hours of receiving the information concerning the incident. As used in this subdivision, "sexual conduct" means any of the following:
(1) Sexual intercourse, including genital-genital, oral-genital, anal-genital, or oral-anal, whether between persons of the same or
opposite sex or between humans and animals. (2) Penetration of the vagina or rectum by any object.
(3) Masturbation for the purpose of sexual stimulation of the viewer. (4) Sadomasochistic abuse for the purpose of sexual
stimulation of the viewer. (5) Exhibition of the genitals, pubic, or rectal areas of any person for the purpose of sexual stimulation of
the viewer. (f) Any mandated reporter who knows or reasonably suspects that the home or institution in which a child resides is
unsuitable for the child because of abuse or neglect of the child shall bring the condition to the attention of the agency to which, and
at the same time as, he or she makes a report of the abuse or neglect pursuant to subdivision (a). (g) Any other person who has
knowledge of or observes a child whom he or she knows or reasonably suspects has been a victim of child abuse or neglect may
report the known or suspected instance of child abuse or neglect to an agency specified in Section 11165.9. For purposes of this
section, "any other person" includes a mandated reporter who acts in his or her private capacity and not in his or her professional
capacity or within the scope of his or her employment. (h) When two or more persons, who are required to report, jointly
have knowledge of a known or suspected instance of child abuse or neglect, and when there is agreement among them, the
telephone report may be made by a member of the team selected by mutual agreement and a single report may be made and
signed by the selected member of the reporting team. Any member who has knowledge that the member designated to report has
failed to do so shall thereafter make the report. (i) (1) The reporting duties under this section are individual,
and no supervisor or administrator may impede or inhibit the reporting duties, and no person making a report shall be subject to
any sanction for making the report. However, internal procedures to facilitate reporting and apprise supervisors and administrators
of reports may be established provided that they are not inconsistent with this article. (2) The internal procedures shall not require
any employee required to make reports pursuant to this article to disclose his or her identity to the employer. (3) Reporting the
information regarding a case of possible child abuse or neglect to an employer, supervisor, school principal, school
counselor, coworker, or other person shall not be a substitute for making a mandated report to an agency specified in Section
11165.9. (j) A county probation or welfare department shall immediately, or as soon as practicably possible, report by telephone,
fax, or electronic transmission to the law enforcement agency having jurisdiction over the case, to the agency given the
responsibility for investigation of cases under Section 300 of the Welfare and Institutions Code, and to the district attorney's office
every known or suspected instance of child abuse or neglect, as defined in Section 11165.6, except acts or omissions coming within
subdivision (b) of Section 11165.2, or reports made pursuant to Section 11165.13 based on risk to a child which relates solely to the
inability of the parent to provide the child with regular care due to the parent's substance abuse, which shall be reported only to the
county welfare or probation department. A county probation or welfare department also shall send, fax, or electronically transmit a
written report thereof within 36 hours of receiving the information concerning the incident to any agency to which it makes a
telephone report under this subdivision. (k) A law enforcement agency shall immediately, or as soon as practicably possible, report
by telephone, fax, or electronic transmission to the agency given responsibility for investigation of cases under Section 300 of the
Welfare and Institutions Code and to the district attorney's office every known or suspected instance of child abuse or neglect
reported to it, except acts or omissions coming within subdivision (b) of Section 11165.2, which shall be reported only to the county
welfare or probation department. A law enforcement agency shall report to the county welfare or probation department every
known or suspected instance of child abuse or neglect reported to it which is alleged to have occurred as a result of the action of a
person responsible for the child's welfare, or as the result of the failure of a person responsible for the child's welfare to adequately
protect the minor from abuse when the person responsible for the child's welfare knew or reasonably should have known that the
minor was in danger of abuse. A law enforcement agency also shall send, fax, or electronically transmit a written report thereof
within 36 hours of receiving the information concerning the incident to any agency to which it makes a telephone report under
this subdivision.
EVANSTON INSURANCE COMPANY CERTIFICATE NO.: 2022-282 CERTIFICATE OF INSURANCE SPECIAL EVENT LIABILITY PROGRAM
PRODUCER PUBLIC ENTITY (ADDITIONAL INSURED)
Alliant Insurance Services, Inc. in conjunction with Apex Insurance Services P. O. Box 6450 Newport Beach, CA 92658 License No: OC 36861
City of Carlsbad 1200 Carlsbad Village Dr. Carlsbad, CA 92024
NAMED INSURED (EVENT HOLDER): Cynthia Collier – fitness instructor 1204 Tylee St. Vista, CA 92083
EVENT INFORMATION: TYPE: Hazard II DATE(S): 1/01/2022 – 1/01/2023 LOCATION: Carlsbad Senior Center *Liquor Liability Yes No **Liquor Liability after 12 am ends before 2 am
This is to certify that the insurance policy listed below has been issued to the above insured named (event holder) for the policy period indicated. The insurance described herein is subject to all the terms, exclusions and conditions of such policy(ies) unless amended as described in Special Conditions. INSURANCE CARRIER: Evanston Insurance Company
MASTER POLICY NUMBER MKLV7PBC000935
MASTER POLICY DATES: EFFECTIVE: JANUARY 1, 2022 EXPIRATION: JANUARY 1, 2023
COMMERCIAL GENERAL LIABILITY General Aggregate Limit Products & Completed Operations Personal & Advertising Injury Each Occurrence Limit Damage To Premises Rented To You (Any One Premises) Medical Payments (Any One Person) Liquor Liability (If purchased) Optional Limits Purchased $1,000,000/$3,000,000 $2,000,000/$2,000,000 Damage To Property (If purchased)
$ 2,000,000 1,000,000 1,000,000 1,000,000 100,000 5,000 1,000,000
OCCURRENCE FORM
DEDUCTIBLE: NONE SPECIAL CONDITIONS: The following endorsements attached to the Master Policy do not apply to this Certificate Of Insurance: MEGL643
The limits of insurance apply separately to each event insured by this policy as if a separate policy of insurance has been issued for that event.
OTHER ADDITIONAL INSUREDS
CANCELLATION: Should the above described policy be cancelled before the expiration date thereof, notice will be delivered in accordance with the policy provisions.
AUTHORIZED REPRESENTATIVE: DATE ISSUED: 12/09/2021