HomeMy WebLinkAboutAGMT - Snider and AssociatesCONTRACT
DATE: February 12, 2018
FROM:: Snider and Associates
TO: Jill R. Ingram, City Manager
City of Seal Beach
211 Eighth Street
Seal Beach, CA 90740
REGARDING: X FACILITATION
_ SEMINAR(S) /PRESENTATION
CONSULTATION
On March 7. 2018 from 8:00 to 2.00 Snider and Associates will provide facilitation for the Citv
of Seal Beach Strategic Planning Meeting at the Old Ranch Country Club. The amount to be
paid to Snider and Associates for an agenda planning conference call, preparation,
facilitation of the retreat and a recorder (who is an indononfion+ �+. - - --. --A --i-
and transcribing the meeting record) is a total fee for both the facilitator and recorder of
4200 plus expenses (air and ground transportation parking lodging and meals).
Please provide for the retreat /meeting /conference the following
X meeting location (semi- circle with NO TABLES facing an uninterrupted flat wall
X a 6 ft. table (for the lap top computer and printer) and chair
X refreshments (prior to meeting and at breaks)
X meals (continental breakfast and lunch) as needed
2 flipchart/easel pads (-with lines or grids tear -off style- -NOT Post /t type)
0
easel(s)
X pre - printed name tags (first names only - -broad felt tip pen or at least60 of type)
X distribution of the agenda prior to the meeting to attendees
__2L distribution of map to meeting /training location
X photocopying of record at the facilitated meeting /distribution to participants
(a record of the meeting will be provided to the client on disk & a hard copy)
Please arrange to have the meeting /training room open one hour ahead of starting time.
Meetings /retreats /workshops which are canceled within 45 days of the scheduled date will
cause the client to be invoiced for the full amount of the contrac t. if contract is postponed
within 45 days ofscheduleddate, it will need to be rescheduled within 30 days on a mutually
agreeable date (a 50% rescheduling fee will be charged) to avoid payment of the full amount.
The client will be invoiced at the time of the original contract. Payment is due within two
weeks of services given or of the date the contract is cancelled. Undisclosed fees required of
the facilitator and /or the recorder wi // cause the contract amount to bead lusted.
���, L� .�� �.; _ E �o �,C? nor► al��ll �
Marilyn M�Snider Jill ".gram D to
Fed. ID #94- 2963850
Approved a411m:
Craig A. Steele, City Attorney
City of Seal Beach
VENDOR:
Snider and Associates
PO BOX 13053
Oakland, CA 94661-
SHIP TO:
City of Seal Beach
211 Eighth
Seal Beach, CA 90740-
PURCHASE ORDER
No. 00014724
BILL TO:
City of Seal Beach
211 Eighth
Seal Beach, CA 90740
VENDOR NO.
VENDOR PHONE NUMBER
TERMS
DATE
REQUIRED DELIVERY DATE
SN102
( ) -
0
02/20/2018
SHIPPING INSTRUCTIONS
(none)
ITEM
QTY
U/M
DESCRIPTION /TASK
PRD CODE
ACCOUNT
UNIT PRICE
AMOUNT
1
0.00
Fee
Facilitation of Strategic
001 -019 -40400
4,800.0000
4,800.00
Planning Meeting, including:
- agenda planning conference
call
- meeting preparation
- facilitation of the meeting and
a recorder
- travel expenses
TAXABLE: No
CONFIRMING: No
SPECIAL INSTRUCTIONS:
SUBTOTAL: 4.800.00
TAX: 0.00
SHIPPING: 0.00
TOTAL: 4,800.00
r I�
AUTHORIZED S G 'PURE
IMPORTANT: OUR ORDER NUMBER MUST APPEAR ON EVERY INVOICE AND PACKAGE
This order is given upon the representation and guaranty of the manufacturer or seller that no breach of any State or federal Law or Regulation has occurred in
connection with the manufacturing, processing, branding, labeling or transportation of the merchandise herein mentioned. If such breach occurs or is charged by any
legally constituted State or Federal authority, the buyer shall be entitled to rescind the order and return the unused merchandise and shall also be held harmless by the
manufacturer or seller against any penalty incurred and /or the cost of defense of any proceeding designed to penalize the buyer therefor.
CONTRACT
DATE: September 27, 2017
FROM:: Snider and Associates
TO: Jill R. Ingram, City Manager
City of Seal Beach
211 Eighth Street
Seal Beach, CA 90740
REGARDING: X FACILITATION
SEMINARS) /PRESENTATION
CONSULTATION
On October 18. 2017 from 8:30 to 4:00 Snider and Associates will provide facilitation for the
City of Seal Beach Strategic Planning Retreat at the Old Ranch Country Club, Seal Beach.
The amount to be paid to Snider and Associates for an agenda planning conference call,
preparation, facilitation of the retreat and a recorder (who is an independent contractor and
sole proprietor so will invoice separately and be paid directly for visually recording on
flipcharts and transcribing the meeting record) is a total fee for both the facilitator and
recorder of $4200 plus expenses (air and ground transportation parking lodging and meals).
Please provide for the retreat /meeting /conference the following_
X meeting location (semi- circle with NOTABLES facing an uninterrupted flat wall
X a 6 ft. table (for the lap top computer and printer) and chair
X refreshments (prior to 'meeting and at breaks)
X meals (continental breakfast and lunch) as needed
2 flipchart/easel pads (with lines or grids tear -off style-- NOTPost -ft type)
0 easel(s)
--?L pre - printed name tags (first names only- -broad felt tip pen or at least60 pt type)
X distribution of the agenda prior to the meeting to attendees
X distribution of map to meeting /training location
_2L photocopying of record at the facilitated meeting /distribution to participants
(a record of the meeting will be provided to the client on disk & a hard copy)
Please arrange to have the meeting /training room open one hour ahead of starting time.
Meetingslretreats /workshops which are canceled within 45 days of the scheduled date will
cause the client to be invoiced for the fu// amount of the contrac t. ff contract is postponed
within 45 days of scheduleddate, it will need to be rescheduled within 30 days on a mutually
agreeable date (a 50% rescheduling fee will be charged) to avoid payment of the full amount
The client will be invoiced at the time of the original contract. Payment is due within two
weeks of services given or of the date the contract is cance / %d. Undisclosed fees required of
the facilitator and /or the recorder will cause the contract amount to beadjusted.
Mari)y M. §nideO _III R. Ingram 0 Date I
Fed. ID f194- 2963850 n
�
Craig Steele
Apr 03 17 02:47p Snider and Associates
CONTRACT
DATE: April 3, 2017
FROM: Snider and Associates
TO: Jill R. Ingram, City Manager
City of Seat Beach
211 Eighth Street
Sea] Beach, CA 90740
REGARDING: X FACILITATION
_ SEMINAR(S) /PRESENTATION
_ CONSULTATION
5105301568 p.1
On April 4. 2017 from 8:30 to 4:00 Snider and Associates will provide facilitation for
the City of Seal Beach Strategic Planning Retreat at the Old Ranch Country Club. The
amount to be paid to Snider and Associates for an agenda planning conference call,
preparation, facilitation of the retreat and a recorder (who is an independent
contractor and sole proprietor so will invoice separately and be paid directly for
visually recording on flipcharts and transcribing the meeting record) is a total fee for
both the facilitator and recorder of $4200 plus expenses (air and ground transporta-
tion, parking, lodging and meals).
Please provide for the retreat/meeting/conference the following:
X meeting location (semi- circle with NO TABLES facing an uninterrupted, flat wall
X a 6 ft. table (for the lap top computer and printer) and chair
X refreshments (prior to meeting and at breaks)
X meals (continental breakfast and lunch) as needed
2 flipchartleasel pads (with tines or grids tear -off style- -NOT Post-It type)
0 easel(s)
X pre - printed name tags (first names only- -broad felt tip pen or at least60 pt-type)
X distribution of the agenda prior to the meeting to attendees
X distribution of map to meeting/training location
X photocopying of record at the facilitated meetingidistribution to participants
(a record of the meeting will be provided to the client on disk & a hard copy)
Please arrange to have the meetingitraining room open one hour ahead of starting
time. Meetingslretreats /workshops which are canceled within 45 days of the
scheduled date will cause the client to be invoiced for the full amount of the contract.
If contract is postponed within 45 days of scheduleddate, it will need to be
rescheduled within 30 days on a mutually agreeable date {a 50% rescheduling fee will
be charged) to avoid payment of the full amount. The client will be invoiced at the
time of the original contract. Payment is due within two weeks of services -given or of
the date the contract is cancelled. Undisclosed fees required of the facilitator andlor
Ma n M. Sn der
Fed. ID #94- 2963850
JilLingram Date
APPRO AS 0 FORM
`t /3// -7
CONTRACT
DATE: September 19, 2016
FROM: Snider and Associates
TO: Jill R. Ingram, City Manager
City of Seal Beach
211 Eighth Street
Seal.Seach, CA 90740
REGARDING: X FACILITATION
_ SEMINAR(S) /PRESENTATION
CONSULTATION
On October 18, 2016 8:30 to 4:00 Snider and Associates will provide facilitation for
the City of Seal Beach Strategic Planning Retreat at the Old Ranch Country Club. The
amount to be paid to Snider and Associates for an agenda planning confers Ace call,
preparation, facilitation of the retreat and a recorder (who is an independent
visually recording on flipcharts and transcribing the meeting record) is a total feE
both the facilitator and recorder of $4200 plus expenses (air and ground tran "spot
tion, parking, lodging and meals).
Please provide for the retreatimeeting /conference the following:
X meeting location (semi - circle with NO TABLES facing an uninterrupted flat
X a 6 ft. table (for the lap top computer and printer) and chair
X refreshments (prior to meeting and at breaks)
X meals (continental breakfast and lunch) as needed
2 flipchart/easel pads (with lines or grids, tear -off style- -NOT Post -It type)
0 easel(s)
X pre - printed name tags (first names only--broad felt tip pen or at least60 1 t.tV
X distribution of the agenda prior to the meeting to attendees
X distribution of map to meeting /training location
X photocopying of record at the facilitated meeting /distribution to participants
(a record of the meeting will be provided to the client on disk & a hard COD)
time. Meetings /retreats /workshops which are canceled within 45 days of the
scheduled date will cause the client to be invoiced for the full amount of the dontr
If contract Is postponed within 45 days of scheduleddate, it will need to be
rescheduled within 30 days on a mutually agreeable date (a 50% reschedulin-1 fee
be charged) to avoid payment of the full amount. The client will be invoiced a'At the
time of the original contract. Payment is due within two weeks of services given c
the. date the contract is cancelled. Undisclosed fees required of the facilitatok and
the recorder will cause the contract amount to beadiusted. 9
Ma 'I .n M. Snid it
Fed. ID: 94- 2963850_
Approved as to
Is
Steele, City Attorney
CONTRACT
DATE: February 1, 2016
FROM: Snider and Associates
TO: Jill R. Ingram, City Manager
City of Seal Beach
211 Eighth Street
Seal Beach, CA 90740
REGARDING: X FACILITATION
_ SEMINAR(S) /PRESENTATION
_ CONSULTATION
On April 12. 2016 from 8:30 a.m. to4:00 p.m. Snider and Associates will provide
facilitation for the City of Seal Beach Strategic Planning Retreat at a location be
determined. The amount to be paid to Snider and Associates for an agenda planning
conference call, preparation, facilitation of the retreat and a recorder (who is an
directly for visually recording on flipcharts and transcribing the meeting record ) is a
total for the facilitator and recorder of $3975 plus expenses (air and ground
transportation, parking, lodging and meals).
Please provide for the retreat/meeting /conference the following:
X meeting location (semi - circle with NO TABLES facing an uninterrupted flat wall)
X a 6 ft. table (for the lap top. computer and printer) and chair
X refreshments (prior to meeting and at breaks)
X meals (continental breakfast and lunch) as needed
2 flipchart/easel pads (with lines or grids tear -off style- -NOT Post -It type)
0 easel(s)
X pre - printed name tags (first names only- -broad felt tip pen or at least60 pt type)
X . distribution of the agenda prior to the meeting to attendees
X distribution of map to meeting /training location
X photocopying of record at the facilitated meeting /distribution to participants
(a record of the meeting will be provided to the client on disk _& a hard copy)
Please arrange to have the meetingltraining room open one hour ahead of starting
time. Meetings /retreats /workshops which are canceled within 45 days of the
scheduled date will cause the client to be invoiced for the full amount of the contract.
If contract is postponed within 45 days of scheduleddate, it will need to be rescheduled
within 30 days on a mutually agreeable date (a 50% rescheduling fee will be charged)
to avoid payment of the full amount. The client will be invoiced at the time of the
original contract. Payment is due within two weeks of services given or of the date the
contract is cancelled. Undisclosed fees required of the facilitator and/or the recorder
will cause the contract amount to be adjusted.
, 10
MarU#n M_ Snider J D D to to
Fed. ID: 94 -2963
Approv a r
ey:
C A. teele Date
City Attorney