Difference between revisions of "GPCA Budget FY2011-2012 Tier One Consulting Contract Fundraising Data Base Voter Registration"

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DRAFT: TIER ONE CONSULTING CONTRACT
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'''Independent Contractor Agreement for Managing Director'''
  
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Contract goal: Raise $50,000 
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This Agreement is made between Green Party of California ("GPCA") and Marnie Glickman for the period between June 7th and October 10th.
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Contract cost: $4,100
 
  
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Contract assumptions: GPCA's General Assembly agrees to (1) launch a statewide voter registration to register 100,000 new Green Party members by Election Day 2012; and (2) launch a campaign to close down diablo canyon and san onofre nuclear power plants.
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'''I. Services to be performed'''
  
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Payment details
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Marnie Glickman agrees to serve as the GPCA's Managing Director and perform the following services:
  
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Length of contract: May 1 - June 30
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'''1-1 Voter Registration Database'''
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Hourly rate: $40/hour
 
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Total number of hours contracted for: 102.5
 
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Payment due as of May 31, 2011: $2050
 
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Payment due as of June 30, 2011: $2050
 
  
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Work details
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'''1-1.1''' Manage statewide voter data base in conjunction with internal party database access protocol approved by the Coordinating Committee.
  
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$1,000 for major donor solicitations (FINANCE, 25 hours)
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'''1-1.2''' Organize virtual phone banks with voter file software in conjunction with internal party database access protocol approved by the Coordinating Committee.
  
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Details:  Conduct phone, email and in-person solicitations with $250 plus donor prospects.
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'''1-1.3''' Recruit and train volunteers that result from work with database. Refer to GPCA committees, working groups and county organizations where relevant.
  
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$200 to design and launch houseparty program (FINANCE, 5 hours)
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'''1-2 Fundraising'''
  
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Details: Design basic materials for GPCA fundraising houseparty program.  Publish basic training materials and party planning suggestions. Train and advise houseparty hosts.
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'''1-2.1''' Design, coordinate and manage direct mail, online fundraising, events, telemarketing, personal solicitations and merchandising.
  
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$200 to write and design one prospect direct mail package (FINANCE, 5 hours)
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'''1-2.2''' Identify and cultivate donor prospects.
  
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Details: Includes outer envelope, inner reply device and letter. Target 11,250 Green Party members using GPUS donor information, GPCA donor information, voter file database queries and socio-economic data.  Does not include researching the best prices for printing and mailhouse vendors.  Getting bids from vendors would take an additional 2 hours of research.
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'''1-3 Constituent Relationship Management'''
  
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$200 to write and design one resolicitation letter (FINANCE, 5 hours)
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'''1-3.1''' Work with CiviCRM team to install, configure and manage CiviCRM.
  
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Details: Includes outer envelope, inner reply device and letter. Target all Green Party donors using GPUS donor information, GPCA donor information, voter file database queries and socio-economic data.  Does not include researching the best prices for printing and mailhouse vendors.  Getting bids from vendors would take an additional 2 hours of research.
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'''1-3.2''' Format and upload GPCA supporter lists, donor lists and prospect lists.
  
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$200 to write and design one email solicitation and online campaign (FINANCE, 5 hours)
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'''1-3.3''' Design coding system for database and configure system to advance GPCA goals. Seek and integrate input on coding system from GPCA committee and working group co-coordinators.
  
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Details: Design email solicitation. When GPCA implements a email communications system that is connected to our CMS, design optimized donate page, other online promotional appeals and publish online fundraising content and materials on GPCA social networks.
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'''1-3.4''' Analyze database growth and data trends and make recommendations to advance GPCA goals.
  
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$400 for managing telemarketing project  (FINANCE, 10 hours)
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'''1-3.5''' Recruit, train and coordinate GPCA volunteers on how to use CiviCRM.
  
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Details: Request bids for telemarketing test project with company that could guarantee a no-financial risk contract test period.  Recommend a telemarketing company to GPCA CC for approval. Write fundraising script for telemarketing company. Train telemarketing company by telephone, video conference call or in-person.  Work with GPCA treasurer and telemarketing company to make sure that income is compliant with campaign finance law.  Work with GPCA treasurer and telemarketing company to make sure that all income and expenditure is accounted for.
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'''1-4 Clearinghouse Operations'''
  
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$400 for building GPCA supporter database in CRM (FINANCE, 10 hours)
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'''1-4.1''' Join and participate in GPCA Clearinghouse Committee, subject to Coordinating Committee appointment.
  
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Work with CRM vendor to install and build GPCA supporter database including volunteers, donors and prospects.  
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'''1-4.2''' Coordinate answering of general inquiries to GPCA main phone number and mailboxes with Clearinghouse Committee members. Refer to GPCA committees, working groups and county organizations where relevant.
  
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$400 for coordinating website upgrade and transition to CMS (FINANCE, 10 hours)
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'''1-4.3''' Make recommendations for GPCA merchandise.
  
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Details: Work with CMS vendor to design, install, build and launch GPCA website upgrade. Train volunteers how to use new CMS.
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'''1-5 Messaging'''
  
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$400 for volunteer recruitment (CCWG, 10 hours)
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'''1-5.1''' Review GPCA content for messaging, accuracy and style.
  
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Details: Recruit, train and supporter voter registration drive volunteers and phone canvass volunteers.  
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'''1-5.2''' Work with GPCA committees and working groups to develop communications schedule, persuasive messages and effective messaging.  
  
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$400 for voter file database management (CCWG, 10 hours)
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'''1-5.3''' Coordinate social media communications at the direction of the Media Committee. Recruit and train volunteers that result from work with social media. Refer to GPCA committees, working groups and county organizations where relevant.
  
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Details: Work with voter file database software to make sure our data is updated 4 times per year.  Design useful volunteer phone canvasses and phone scripts.  Track results of phone banks, congratulate volunteers who do a great job, and review reporting statistics for trends and insights.
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'''1-6 GPCA Campaigns and Organizing Drives'''
  
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$300 for tabling materials (GROW, 7.5 hours)
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'''1-6.1''' Develop public launch for statewide voter registration drive. Consult with Grassroots Organizing Working Group and Media Committee on design and approach.
  
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Details: Draft text and design various tabling materials, including fliers, signs and bookmarks. Circulate to messaging group for feedback. Recruit and coordinate volunteer graphic designers. Publish tabling materials online for easy home printing. Create and sell clearinghouse merchandise (like buttons and t-shirts). Brainstorm other props may be useful for tabling.
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'''1-6.2''' Develop public launch for campaign to close San Onofre and Diablo Canyon nuclear plants. Consult with Green Issues Working Group and Platform Committee on design and approach.
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'''1-6.3''' Develop public launch for website upgrade. Consult with IT Group and Media Committee on design and approach.
 +
 
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'''1-6.4''' Recruit and train volunteers that result from work on GPCA campaigns and organizing drives. Refer to GPCA committees, working groups and county organizations where relevant.
 +
 
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'''1-6.5''' Develop relationships with progressive organizations and individuals resulting from this work. Refer to GPCA committees, working groups and county organizations where relevant.
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'''1-7 GPCA website'''
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'''1-7.1''' Be a member and serve as coordinator of a Coordinating Committee appointed ad-hoc Web Redesign Team to redesign of www.cagreens.org, and serve as the point of contact with any vendor hired to perform this task, in order to'''
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'''1-7.1(a)''' Design new information architecture.
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'''1-7.1(b)''' Create new format and layout for home page.
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'''1-7.1(c)''' Create new format and layout for basic content page.
 +
 
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'''1-7.1(d)''' Create new format and layout for donation form. Consult with Finance Committee on approach.
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'''1-7.1(e)''' Create new format and layout for subscription form.
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'''1-7.1(f)''' Create new format and layout volunteer sign up form.
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'''1-7.2''' Review web content for accuracy.
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'''II. Payment'''
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In consideration for the services to be performed by the Managing Director, GPCA agrees to pay Marnie Glickman:
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$1,500 on July 10th, 2011
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$1,500 on August 10th, 2011
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$1,500 on September 10th, 2011
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$1,500 on October 10th, 2011
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'''III. Expenses'''
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GPUS shall not be responsible for Contractor’s phone/fax distribution, travel and miscellaneous expenses related to work performed under this Agreement.
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'''IV.  Client Obligations'''
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'''4-1''' The Personnel Committee will supervise and direct the Managing Director’s work.
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'''4-2''' GPCA will contract with a web developer for the redesign of www.cagreens.org, installation of a Drupal CMS and content migration no later than  July 15, 2011.
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'''4-3''' GPCA will contract with a web developer for CiviCRM customization no later than July 30, 2011.
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'''V.  Term of Agreement'''
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Term of service begins on June 7th, 2011. This agreement shall become effective when signed by both parties and will terminate on October 10th, 2011.
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'''VI. Amending or Terminating the Agreement'''
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The GPCA or Marnie Glickman may amend this Agreement at any time upon mutual agreement of terms. The GPCA or Marnie Glickman may terminate this Agreement at any time by giving 30 days written notice of termination.  The Contractor shall be entitled to full payment for services performed prior to the date of termination.
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'''VII. Independent Contractor Status  ''' 
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'''7-1''' The Managing Director is an independent contractor, not a GPCA employee. The Managing Director and the GPCA agree to the following rights consistent with an independent Contractor relationship:
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'''7-1.1''' Contractor has the right to perform services for others during the term of this Agreement. The GPCA shall not require Contractor or Contractor’s employees or subcontractors to devote full time to performing the services required by this Agreement.
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'''7-1.2''' Contractor has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement with his/her own personal funds.
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'''7-1.3''' Neither Contractor nor Contractor’s employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay or other fringe benefit plan of GPCA.
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'''VIII. Local, State and Federal Taxes'''
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'''8-1''' Contractor shall pay all income taxes and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The GPCA will not:
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'''8-1.1''' Withhold FICA from Contractor’s payments or make FICA payments on Contractor’s behalf
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'''8-1.2''' Make state or federal unemployment compensation contributions on Contractor’s behalf, or
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'''8-1.3''' Withhold state or federal income tax from Contractor’s payments.
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'''IX. Privacy'''
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All data owned or rented by GPCA, including voter file, volunteer and donor information, shall always remain the sole property of GPCA.
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'''X. Exclusive Agreement'''
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This is the sole and entire Agreement between Contractor and the GPCA.
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'''XI. Applicable Law'''
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The laws of the State of California will govern this Agreement.
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'''XII. Signatures'''
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GPCA:  Green Party of California
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Signature: ____________________________
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Title:  Treasurer, Green Party of California
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Date: ________________________________
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Contractor:
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Signature  _______________________________
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Title: Contractor
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Date: ___________________________________

Latest revision as of 18:38, 7 June 2011

Independent Contractor Agreement for Managing Director

This Agreement is made between Green Party of California ("GPCA") and Marnie Glickman for the period between June 7th and October 10th.

I. Services to be performed

Marnie Glickman agrees to serve as the GPCA's Managing Director and perform the following services:

1-1 Voter Registration Database

1-1.1 Manage statewide voter data base in conjunction with internal party database access protocol approved by the Coordinating Committee.

1-1.2 Organize virtual phone banks with voter file software in conjunction with internal party database access protocol approved by the Coordinating Committee.

1-1.3 Recruit and train volunteers that result from work with database. Refer to GPCA committees, working groups and county organizations where relevant.

1-2 Fundraising

1-2.1 Design, coordinate and manage direct mail, online fundraising, events, telemarketing, personal solicitations and merchandising.

1-2.2 Identify and cultivate donor prospects.

1-3 Constituent Relationship Management

1-3.1 Work with CiviCRM team to install, configure and manage CiviCRM.

1-3.2 Format and upload GPCA supporter lists, donor lists and prospect lists.

1-3.3 Design coding system for database and configure system to advance GPCA goals. Seek and integrate input on coding system from GPCA committee and working group co-coordinators.

1-3.4 Analyze database growth and data trends and make recommendations to advance GPCA goals.

1-3.5 Recruit, train and coordinate GPCA volunteers on how to use CiviCRM.

1-4 Clearinghouse Operations

1-4.1 Join and participate in GPCA Clearinghouse Committee, subject to Coordinating Committee appointment.

1-4.2 Coordinate answering of general inquiries to GPCA main phone number and mailboxes with Clearinghouse Committee members. Refer to GPCA committees, working groups and county organizations where relevant.

1-4.3 Make recommendations for GPCA merchandise.

1-5 Messaging

1-5.1 Review GPCA content for messaging, accuracy and style.

1-5.2 Work with GPCA committees and working groups to develop communications schedule, persuasive messages and effective messaging.

1-5.3 Coordinate social media communications at the direction of the Media Committee. Recruit and train volunteers that result from work with social media. Refer to GPCA committees, working groups and county organizations where relevant.

1-6 GPCA Campaigns and Organizing Drives

1-6.1 Develop public launch for statewide voter registration drive. Consult with Grassroots Organizing Working Group and Media Committee on design and approach.

1-6.2 Develop public launch for campaign to close San Onofre and Diablo Canyon nuclear plants. Consult with Green Issues Working Group and Platform Committee on design and approach.

1-6.3 Develop public launch for website upgrade. Consult with IT Group and Media Committee on design and approach.

1-6.4 Recruit and train volunteers that result from work on GPCA campaigns and organizing drives. Refer to GPCA committees, working groups and county organizations where relevant.

1-6.5 Develop relationships with progressive organizations and individuals resulting from this work. Refer to GPCA committees, working groups and county organizations where relevant.

1-7 GPCA website

1-7.1 Be a member and serve as coordinator of a Coordinating Committee appointed ad-hoc Web Redesign Team to redesign of www.cagreens.org, and serve as the point of contact with any vendor hired to perform this task, in order to

1-7.1(a) Design new information architecture.

1-7.1(b) Create new format and layout for home page.

1-7.1(c) Create new format and layout for basic content page.

1-7.1(d) Create new format and layout for donation form. Consult with Finance Committee on approach.

1-7.1(e) Create new format and layout for subscription form.

1-7.1(f) Create new format and layout volunteer sign up form.

1-7.2 Review web content for accuracy.

II. Payment

In consideration for the services to be performed by the Managing Director, GPCA agrees to pay Marnie Glickman:

$1,500 on July 10th, 2011

$1,500 on August 10th, 2011

$1,500 on September 10th, 2011

$1,500 on October 10th, 2011

III. Expenses

GPUS shall not be responsible for Contractor’s phone/fax distribution, travel and miscellaneous expenses related to work performed under this Agreement.

IV. Client Obligations

4-1 The Personnel Committee will supervise and direct the Managing Director’s work.

4-2 GPCA will contract with a web developer for the redesign of www.cagreens.org, installation of a Drupal CMS and content migration no later than July 15, 2011.

4-3 GPCA will contract with a web developer for CiviCRM customization no later than July 30, 2011.

V. Term of Agreement

Term of service begins on June 7th, 2011. This agreement shall become effective when signed by both parties and will terminate on October 10th, 2011.

VI. Amending or Terminating the Agreement

The GPCA or Marnie Glickman may amend this Agreement at any time upon mutual agreement of terms. The GPCA or Marnie Glickman may terminate this Agreement at any time by giving 30 days written notice of termination. The Contractor shall be entitled to full payment for services performed prior to the date of termination.

VII. Independent Contractor Status

7-1 The Managing Director is an independent contractor, not a GPCA employee. The Managing Director and the GPCA agree to the following rights consistent with an independent Contractor relationship:

7-1.1 Contractor has the right to perform services for others during the term of this Agreement. The GPCA shall not require Contractor or Contractor’s employees or subcontractors to devote full time to performing the services required by this Agreement.

7-1.2 Contractor has the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement with his/her own personal funds.

7-1.3 Neither Contractor nor Contractor’s employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay or other fringe benefit plan of GPCA.

VIII. Local, State and Federal Taxes

8-1 Contractor shall pay all income taxes and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. The GPCA will not:

8-1.1 Withhold FICA from Contractor’s payments or make FICA payments on Contractor’s behalf

8-1.2 Make state or federal unemployment compensation contributions on Contractor’s behalf, or

8-1.3 Withhold state or federal income tax from Contractor’s payments.

IX. Privacy

All data owned or rented by GPCA, including voter file, volunteer and donor information, shall always remain the sole property of GPCA.

X. Exclusive Agreement

This is the sole and entire Agreement between Contractor and the GPCA.

XI. Applicable Law

The laws of the State of California will govern this Agreement.

XII. Signatures

GPCA: Green Party of California

Signature: ____________________________

Title: Treasurer, Green Party of California Date: ________________________________

Contractor:

Signature _______________________________

Title: Contractor Date: ___________________________________

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