HomeMy WebLinkAboutUniversity of Massachusetts Global; 2023-06-08;City Attorney Approved Version 12/28/2022
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AGREEMENT FOR COACHING, TRAINING AND
ORGANIZATION DEVELOPMENT SERVICES
UNIVERSITY OF MASSACHUSETTS GLOBAL
THIS AGREEMENT is made and entered into as of the ______________ day of
_________________________, 20___, by and between the City of Carlsbad, California, a
municipal corporation, ("City"), and the University of Massachusetts Global, a non-profit California
corporation, ("Contractor") for Coaching, Training and Organization Development Services.
RECITALS
A. City requires the professional services of a consultant that is experienced in
coaching and training employees and providing other organizational development services.
B. Contractor has the necessary experience in providing professional services and
advice related to employee development and organizational development.
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
accordance with this Agreement’s terms and conditions.
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 five (5) years from the date first above
written.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term will be in
an amount not to exceed forty thousand dollars ($40,000) per Agreement year. No other
compensation for the Services will be allowed except for items covered by subsequent
amendments to this Agreement. The City reserves the right to withhold a ten percent (10%)
retention until City has accepted the work and/or Services specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
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
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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
Agreement. At the City’s election, City may deduct the indemnification amount from any balance
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.
8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to defend, indemnify, and hold harmless the City and its officers, officials,
employees and volunteers from and against all third party claims, damages, losses and expenses
including attorneys 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 payment, attorney’s fee, costs or expense City incurs or
makes to or on behalf of an injured employee under the City’s self-administered workers’
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.
10. 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
arise out of or in connection with performance of the services by Contractor or Contractor’s
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
line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating
in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by
the National Association of Insurance Commissioners (NAIC) latest quarterly listings report.
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10.1 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.
10.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an
“occurrence” basis, including personal & advertising injury, with limits no less than $2,000,000 per
occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply
separately to this project/location or the general aggregate limit shall be twice the required
occurrence limit.
10.1.2 Automobile Liability. (if the use of an automobile is involved for Contractor's work
for City). $1,000,000 combined single-limit per accident for bodily injury and property damage.
10.1.3 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.
10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s
profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a
period of five years following the date of completion of the work.
10.2 Additional Provisions. Contractor will ensure that the policies of insurance required under
this Agreement contain, or are endorsed to contain, the following provisions:
10.2.1 The City will be named as an additional insured on Commercial General Liability
which shall provide primary coverage to the City.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which
will be written as claims-made coverage.
10.2.3 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.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to City.
10.4 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.
10.5 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.
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11. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of records and
any other documents created pursuant to this Agreement. Contractor will allow inspection of all
work, data, documents, proceedings, and activities related to the Agreement for a period of three
(3) years from the date of final payment under this Agreement.
12. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant
to this Agreement is the property of City. In the event this Agreement is terminated, all work
product produced by Contractor or its agents, employees and subcontractors pursuant to this
Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy
of the work product for Contractor’s records.
13. 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.
14. NOTICES
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 Emily Guinaugh Name Reagan Forlenzo
Title Sr HR Officer Title Director of Corporate Training
Department Human Resources Address 16355 Laguna Canyon Road
City of Carlsbad Irvine, CA 92618
Address 1635 Faraday Avenue Phone No. 949-383-3303
Carlsbad, CA 92008 Email rforlenz@umassglobal.edu
Phone No. 760-621-1222
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.
15. CONFLICT OF INTEREST
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 categories.
Yes No
16. 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.
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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.
17. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination and harassment.
18. 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
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.
19. 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 work or services contemplated
by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon
notification of termination, Contractor has five (5) business days to deliver any documents owned
by City and all work in progress to City address contained in this Agreement. City will make a
determination of fact based upon the work product delivered to City and of the percentage of work
that Contractor has performed which is usable and of worth to City in having the Agreement
completed. Based upon that finding City will determine the final payment of the Agreement.
City may terminate this Agreement by tendering thirty (30) days written notice to Contractor.
Contractor may terminate this Agreement by tendering 30 days written notice to City. In the event
of termination of this Agreement by either party 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.
20. 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.
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21. 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.
22. 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
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.
23. 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.
24. 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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25. 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) Judy Von Kalinowski
Human Resources Director
Dr. David Andrews, President
david.andrews@umassglobal.edu
(print name/title)
ATTEST:
By:
(sign here) SHERRY FREISINGER
Phillip Doolittle, CFO
phillip.doolittle@umassglobal.edu
City Clerk
(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:
CINDIE K. McMAHON, City Attorney
BY: _____________________________
Deputy City Attorney
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EXHIBIT “A”
SCOPE OF SERVICES
I. Services
For the purpose of maintaining a highly engaged and talented workforce delivering on the
City’s mission, vision and values, under the direction of the Human Resources Director or
his/her designee, Contractor will provide the following services on an as needed basis:
A. Professional Coaching
Contractor will provide employee development coaching for city employees to include:
• Identifying city/department/team goals and priorities related to the employee’s
development;
• Identifying the employee’s development needs and creating a plan to address
those needs;
• Developing customized coaching plans to include the employee’s development
goals, milestones and performance measures to gauge success;
• Providing one on one sessions in person at a City of Carlsbad facility and by
phone/web chat;
• Developing the employee’s ability to coach their direct reports and be an effective
supervisor;
• Conducting quarterly check-ins with the employee’s supervisor and with the HR
project manager to review progress and discuss needs for services other than
coaching as outlined below in the section titled “Other;” and
• Assessing results and making recommendations for future or ongoing employee
development.
Contractor will provide the city with a list of available coaches along with a brief
summary of their background, experience and contact information (name, phone
number, e-mail address, location (city/state)). The city will determine the process for
selecting which coach to use for each coaching assignment and will have final
determination on the selection of each coach. The city may, at any time during the
coaching assignment, with at least two weeks prior notice to Contractor, select a
different coach for the assignment.
B. Training
Contractor will develop curriculum for and/or deliver employee development training
to include:
• One-on-one, small group (less than 10), mid-size (10 to 30) and large group (30 to
75) sessions held at City of Carlsbad facilities
• Teaching methods tailored to the learning styles and needs of each group
• Train the trainer sessions that enable HR staff and contractors to effectively deliver
specific training to align with city employee development goals
Specific training needs to be provided by the HR director or his/her designee.
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C. Other
During the coaching assignment, related needs may arise, including, but not limited
to:
• Team alignment and development;
• Workforce planning;
• Succession planning;
• Organizational development; and
• Classification and compensation.
Contractor will note these issues during quarterly progress reports with the HR project
manager and department director/designee so a coordinated strategy can be
developed. Contractor will not pursue strategies to address these related needs
without prior approval from the HR project manager.
D. Online Leadership Certificates
Contractor will provide online leadership certificate programs as requested by the city.
Contractor offers 6 online, self-paced leadership certificates developed by its subject
matter experts and instructional designers. The leadership certificates can be used for
individuals to develop skills in a particular area or by a cohort based on their level
within the organization. These certificates may be used as a method to onboard new
managers prior to their next leadership development program with Contractor.
Contractor online leadership certificate programs include the following features:
1. Expert Instructor: Competencies are taught by an expert instructor with real-
world experience. Students submit learning activities to the instructor who provides
relevant feedback. Students can ask for help as needed and receive real-time
feedback that allows for additional reflection.
2. Course Structure: Each competency features interactive assignments and
authentic assessments. Learning activities include videos, current articles, case
studies and personal reflection writing. The competency culminates in a final
assessment where the instructor determines if the student has mastered the
competency.
3. Active Learning: We encourage an active learning community through peer-to-
peer learning by utilizing the in-platform discussion board. Students share their
ideas and insights as well as learn best practices from students working in different
organizations or industries. Popular posts can be voted up to appear at the top of
the feed.
4. Case Studies: Students connect course content to the workplace using real-world
case studies. One thing that sets our certificates apart is our ability to customize
the case studies. If we have a cohort from the same industry or organization, we
can customize the case studies within the certificate competencies to best reflect
situations students will experience on the job.
5. Accessible: All course material is completely online and included in the tuition.
Students are not required to purchase additional materials or pay separate fees to
access their course.
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Contractor online leadership certificate programs includes the following certificates:
1. Leadership Core Certificate
For organizations to grow and be successful, they need skilled leaders who can
confidently lead others, while helping the organization achieve their goals and
objectives. The Leadership Core Certificate provides leaders with skills and
knowledge that are necessary to be successful in leading others, while increasing
their own self‐awareness and ultimately becoming a better leader.
This certificate includes six competencies:
• Self‐Management • Conflict Resolution
• Emotional Intelligence • Performance Management
• Effective Communication • Unconscious Bias
2. Leadership Transformation Certificate
Effective leaders know they cannot achieve extraordinary results on their own.
They must also lead a team while developing their own skills and creating an
environment that fosters growth, creativity, and innovation. The Leadership
Transformation Certificate will help students build skills to lead effective teams,
while expanding their own skill set at becoming a more effective leader.
This certificate includes six competencies:
• Employee Engagement • Effective Delegation
• Team Development • Leading Change
• Giving and Receiving Effective Feedback • Coaching Fundamentals
3. New Manager Certificate
Becoming a new manager can be both rewarding and challenging at the same
time. A new manager will need to acquire a new set of skills to be successful in
this new role. The New Manager Certificate provides students with essential skills
needed to lead others, while learning about their own management style.
To help navigate through this new and exciting challenge, this certificate includes
six competencies:
• Self‐Management • Peer to Manager Transition
• Effective Communication • Giving and Receiving Effective Feedback
• Conflict Resolution • Human Resources Fundamentals
4. Coaching for Leaders Certificate
Coaching allows individuals to realize greater self‐awareness, learn from their
experiences and initiate action that contributes to personal growth and higher
performance. Implementing best practice coaching skills helps build capacity and
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increases the potential of individuals, teams, and organizations. Whether you are
formally coaching executives or using these skills to help develop your direct
reports, the Coaching for Leaders Certificate provides a strong foundation to learn
and apply effective coaching skills.
The certificate includes three competencies:
• Coaching Fundamentals • Emotional Intelligence
• Giving and Receiving Effective Feedback
5. Leading Teams Certificate
A strong team increases productivity, effectiveness, employee satisfaction and
contributes to the overall success of the organization. Team leaders are not only
responsible for their own performance, but also must navigate the dynamics and
performance of their team.
The Leading Teams Certificate includes three competencies:
• Team Development • Conflict Resolution
• Effective Communication
6. Fundamentals of Communication Certificate
Communication is arguably the most important skill that anyone can develop.
Effective communication is more than just an exchange of ideas and information.
It involves the ability to clearly convey a message, be an effective listener and
identify the underlying emotions and intentions behind the information.
The Fundamentals of Communication Certificate includes four competencies:
• Effective Communication • Conflict Resolution
• Emotional Intelligence • Giving and Receiving Effective Feedback
7. Leadership and Business Competencies
Since the certificate is competency-based, students with prior knowledge of a topic
can move through faster than students with little to no knowledge of a topic.
Although individual student time may vary, the estimated hours to complete each
competency is listed below.
Competency Estimated Completion
Time
1. Self-Management 8.5 hours
2. Emotional Intelligence 7 hours
3. Effective Communication 8 hours
4. Conflict Resolution 7 hours
5. Performance Management 7.5 hours
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6. Unconscious Bias 5 hours
7. Giving & Receiving Feedback 6 hours
8. Peer to Manager Transition 7.5 hours
9. Employee Engagement 8 hours
10. Coaching Fundamentals 7.5 hours
11. Effective Delegation 6 hours
12. Team Development 8 hours
13. Leading Change 7.5 hours
14. Servant Leadership 5 hours
15. Business Writing 4 hours
16. HR Fundamentals 8 hours
Flexibility and Customization
Our flexibility and level of customization are what sets UMass Global’s custom certificates
apart. We can meet our clients’ needs and achieve desired student outcomes through
customized program design elements. Some of the program design elements that can be
customized include:
• Specific competencies included in a certificate
• Organization or industry-specific case studies
• Customization to industry verbiage
• Access time to content
• Cohorts with specific start dates
• Paced delivery of competencies
• Content-specific synchronous sessions
• Instructor virtual office hours
• Individual student activation sessions
• Customized communication plan
• Bulk cohort registration and payment process
II. Fees
Staff Person Title/Role Service Provided Rate Rate Type
Coach Individual Coaching: Live, Virtual $300 Per hour
Coach Individual Coaching: In-person $325 Per hour
Instructor Training Delivery: Live, Virtual $550 Per hour
Instructor Training Delivery: In-person $600 Per hour
(2 hour minimum)
Subject Matter Expert Curriculum Development $200 Per hour
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Service To Be Provided Price Description
Leadership Certificates:
• Leadership Core
• Leadership Transformation
• New Manager
$800 per
person
• Approximately 45 hours
• 6 months to complete
• Earns 3 Graduate Level Professional
Development Credits (PDUs)
• No additional materials required
Leadership Certificates:
• Coaching for Leaders
• Leading Teams
• Fundamentals of Communication
$450 per
person
• Approximately 25 hours
• 6 months to complete
• Earns 1.5 Graduate Level
Professional Development Credits
(PDUs)
• No additional materials required
Leadership Certificate(s):
• Customized for the City
$450-$1,100
per person
• Price is dependent on number of
topics, customization requirements,
and access time
Materials, if any, will be invoiced at cost
III. Invoices
Invoices will be sent monthly and will itemize costs per service to include a brief description
of the service, the name of the person receiving the service, dates of service, number of
hours spent on the service, hourly rate per service. Invoices will be emailed to
emily.guinaugh@carlsbadca.gov.
IV. Contractor Reimbursement
A. Travel within the City of Carlsbad
Travel expenses will be pre-approved by the city. Mileage within the City of Carlsbad
or other designated locations for the purposes of providing services will be reimbursed
based on current IRS rates. If the Contractor is required to travel to city facilities from
outside a radius of 100 miles of the city facility, reimbursement for travel expenses will
be paid according to the guidelines below.
B. Transportation
Contractor may submit receipts for the actual cost of transportation if travel. Use of air,
train, private automobile, or other mode of public transportation shall be selected on
the basis of the least total cost to the city after all expense items are tabulated.
C. Lodging
Lodging shall be obtained at the most economical rate available for good quality
lodging. Any additional expenses beyond those required for the Contractor must be
paid by the Contractor.
D. Meals and Incidental Expenses
Contractor may submit receipts for the actual cost of meals, tips and incidental
expenses for reimbursement up to a limit of $70 per day. The city will not reimburse
the cost of alcoholic beverages.
DocuSign Envelope ID: C409B78A-459C-43A5-AD7C-98B09BB57C0A
DocuSign Envelope ID: C409B78A-459C-43A5-AD7C-98B098B57C0A
~ ACORD® CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY)
~ 6/1/2024 6/5/2023
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 have ADDITIONAL INSURED provisions or 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 Lockton Insurance Brokers, LLC CONTACT NAME:
777 S. Figueroa Street, 52nd Fl. PHONE I FAX IA/C No Extl: IA/C Nol: CA License #0F15767 E-MAIL
Los Angeles CA 90017 ADDRESS:
(213) 689-0065 INSURER/SI AFFORDING COVERAGE NAIC#
1NsuRER A : Zenith Insurance Comoanv 13269
INSURED University of Massachusetts Global INSURERB: 1446792 16355 Laguna Canyon Drive INSURERC:
Irvine CA 92618 INSURERD:
INSURERE :
INSURERF :
COVERAGES BRAUN0l CERTIFICATE NUMBER: 15389428 REVISION NUMBER: xxxxxxx
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 ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE ,.,.,n ••n,n POLICY NUMBER IMM/DD/YYYYI IMM/DD/YYYYI LIMITS
COMMERCIAL GENERAL LIABILITY NOT APPLICABLE EACH OCCURRENCE $ xxxxxxx f--D CLAIMS-MADE □ OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence) $ xxxxxxx
f--MED EXP (Any one person) $ xxxxxxx
PERSONAL & ADV INJURY $ xxxxxxx ~
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ xxxxxxx Fl □PRO-D Loc PRODUCTS • COMP/OP AGG $ xxxxxxx POLICY JECT
OTHER: $
AUTOMOBILE LIABILITY NOT APPLICABLE COMBINED SINGLE LIMIT $ xxxxxxx IEa accident\ f--
ANY AUTO BODILY INJURY (Per person) $ xxxxxxx
f--OWNED ~ SCHEDULED BODILY INJURY (Per accident) $ xxxxxxx
f--AUTOS ONLY f--AUTOS
HIRED NON-OWNED iP~?~~c~Je':igAMAGE $ xxxxxxx
f--AUTOS ONLY f--AUTOS ONLY
$ xxxxxxx
UMBRELLA LIAB H OCCUR NOT APPLICABLE EACH OCCURRENCE $ xxxxxxx f--
EXCESS LIAB CLAIMS-MADE AGGREGATE $ xxxxxxx
DED I I RETENTION $ $ xxxxxxx
WORKERS COMPENSATION N I PER I I OTH-A Mll71209 6/1/2023 6/1/2024 X STATUTE ER AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE Cm E.L. EACH ACCIDENT $ 1.000 000 OFFICER/MEMBER EXCLUDED? N/A
(Mandatory in NH) E.L. DISEASE • EA EMPLOYEE $ 1.000 000 If yes, describe under
E.L. DISEASE -POLICY LIMIT $ 1.000 000 DESCRIPTION OF OPERATIONS below
DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
RE: Professional Services Agreement-City of Carlsbad
CERTIFICATE HOLDER
15389428
City of Carlsbad
Attn: Debbie Porter
1635 Faraday Ave
Carlsbad CA 92008
ACORD 25 (2016/03)
CANCELLATION
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 REPR
The ACORD name and logo are registered marks of ACORD
DocuSign Envelope ID: C409B78A-459C-43A5-AD7C-98B098B57C0A
~ ACORD® CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DD/YYYY)
~ 9/1/2023 9/2/2022
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 have ADDITIONAL INSURED provisions or 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 Lockton Insurance Brokers, LLC CONTACT NAME:
777 S. Figueroa Street, 52nd Fl. PHONE I FAX IA/C No Extl: IA/C Nol: CA License #0F15767 E-MAIL
Los Angeles CA 90017 ADDRESS:
(213) 689-0065 INSURER/SI AFFORDING COVERAGE NAIC#
1NsuRER A : Federal Insurance Comnanv 20281
INSURED University of Massachusetts Global INSURER B : United Educators Ins, a Reciprocal Risk Retention G1 oup 10020 1434582 16355 Laguna Canyon Drive INSURERC:
Irvine CA 92618 INSURERD:
INSURERE :
INSURERF:
COVERAGES BRAUN0l CERTIFICATE NUMBER: 15369579 REVISION NUMBER: xxxxxxx
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 ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE ,.,.,n ••n,n POLICY NUMBER IMM/DD/YYYYI IMM/DD/YYYYI LIMITS
B X COMMERCIAL GENERAL LIABILITY y N A06-06Z 9/1/2022 9/1/2023 EACH OCCURRENCE $ 1.000 000 D CLAIMS-MADE [i] OCCUR DAMAGE TO RENTED s 1,000,000 PREMISES (Ea occurrence)
f--MED EXP (Any one person) s 5.000
PERSONAL & ADV INJURY
~ s 1,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE s 3.000 000 Fl □PRO-D Loc PRODUCTS • COMP/OP AGG s Included POLICY JECT
OTHER: $
A AUTOMOBILE LIABILITY N N 7359-93-78 9/1/2022 9/1/2023 COMBINED SINGLE LIMIT s 1.000 000 IEa accident\ f--
X ANY AUTO BODILY INJURY (Per person) $ xxxxxxx
f--OWNED ~ SCHEDULED X AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ xxxxxxx
f--f--
X HIRED NON-OWNED iP~?~~c~Je':igAMAGE $ xxxxxxx AUTOS ONLY f--AUTOS ONLY
X Como: $1.00C X Coll: $1 000 $ xxxxxxx
UMBRELLA LIAB H OCCUR NOT APPLICABLE EACH OCCURRENCE $ xxxxxxx f--
EXCESS LIAB CLAIMS-MADE AGGREGATE $ xxxxxxx
DED I I RETENTION $ $ xxxxxxx
WORKERS COMPENSATION NOT APPLICABLE I PER I I OTH-STATUTE ER AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE □ E.L. EACH ACCIDENT $ xxxxxxx OFFICER/MEMBER EXCLUDED? N/A
(Mandatory in NH) E.L. DISEASE • EA EMPLOYEE $ xxxxxxx
If yes, describe under
E.L. DISEASE -POLICY LIMIT $ xxxxxxx DESCRIPTION OF OPERATIONS below
B Licensed Professional N N A06-06Z 9/1/2022 9/1/2023 Limit: $1,000,000 per claim
Liability Aggregate $3,000,000 agg
Deductible $25,000
DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
RE: Professional Services Agreement-City of Carlsbad. City of Carlsbad is an Additional Insured to the extent provided by the policy language or endorsement issued or
approved by the insurance carrier. Insurance provided to Additional Insured( s) is primary and non-contributory as per the attached endorsements or policy language.
CERTIFICATE HOLDER
15369579
City of Carlsbad
1635 Faraday Ave
Carlsbad CA 92008
ACORD 25 (2016/03)
CANCELLATION See Attachments
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 REPR
The ACORD name and logo are registered marks of ACORD
Policy Number AO6-06Z
DocuSign Envelope ID: C409878A-459C-43A5-AD7C-98809BB57C0A
Attachment Code: D537507 Certificate ID: 15369579
UNITED EDUCATORS' ADDITIONAL INSURED
Insured Means:
d. any person or organization to whom any Included Entity is obligated by virtue of a
contract or agreement to provide liability insurance such as is afforded by this Policy,
but only
(1) to the extent of such obligation;
(2)for the operations (other than insurance operations) by or on behalf of that
Included Entity or operation of facilities of that Included Entity or use of
facilities by that Included Entity;
and
(3) if the contract or agreement is made prior to a covered Occurrence.
CGL2008
of 1
Page 1
DocuSign Envelope ID: C409878A-459C-43A5-AD7C-98809BB57C0A
Attachment Code: D537505 Certificate ID: 15369579
University of Massachusetts Global
9/1/2022
Policy Number: AO6-06Z
OTHER INSURANCE
(Blanket Contractual Exception)
Effective:
In consideration of the premium charged and subject to all other provisions of this
Policy, we agree with the Educational Organization that Paragraph 25. of this Policy is
amended to read:
25. This Policy is a primary Policy of insurance. However, this Policy shall be excess
over any other valid and collectable primary insurance that applies to an Occurrence
covered by this Policy, including such insurance naming the Insured as an "additional
insured" and, with respect to the limited coverage provided by paragraphs 1 0.e.(1) and
1 0.m.(1 )(b ), any domestic or foreign Automobile liability insurance policy, and nothing
in this Policy shall be construed to require this Policy to contribute with, or subject this
Policy to the terms, conditions or limits of, such
other insurance.
In addition, this Policy shall always be excess over any other insurance that names any
Insured as an "additional insured:"
a. if such insurance is also written on an excess basis, we agree with the Insured
that this Policy is excess over such insurance; and,
b. we shall not share in paying Loss with that other insurance on any basis
including but not limited to the ratio of the Limit of Liability of this Policy and the
limit of liability of the policy providing "additional insured" coverage.
Exception: If, pursuant to Paragraph d. of the Definition of Insured, the Educational
Organization has agreed by contract, and only to the extent of such contractual
obligation, we agree that this Policy shall be a primary policy, and any insurance
maintained by such Insured will be excess of this Policy and shall not be called upon to
contribute with it.
All other Policy provisions remain the same.
CGL636X
6/1/2008
United Educators Insurance, a Reciprocal Risk Retention Group
Version Date: 1/27/2016