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  • Alberta's Energy War Room

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    Toronto Star
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    Claudia Cattaneo's contract, obtained with other government documents under the Freedom of Information and Privacy Protection Act, shows she’ll be paid up to $50,000, including expenses, to also plan the war room’s specific tactics and staffing.

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    Alberta’s Energy War Room

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    Claudia Cattaneo's contract, obtained with other government documents under the Freedom of Information and Privacy Protection Act, shows she’ll be paid up to $50,000, including expenses, to also plan the war room’s specific tactics and staffing.

    Drepturi de autor:

    © All Rights Reserved
    Descărcați ca PDF sau citiți online pe Scribd
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    950 vizualizări82 pagini

    Alberta's Energy War Room

    Încărcat de

    Toronto Star
    Claudia Cattaneo's contract, obtained with other government documents under the Freedom of Information and Privacy Protection Act, shows she’ll be paid up to $50,000, including expenses, to also plan the war room’s specific tactics and staffing.

    Drepturi de autor:

    © All Rights Reserved
    Descărcați ca PDF sau citiți online pe Scribd
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    CPE FOIP 2019-G-0160 CPE Page 1 From: Cover Hogan To: ‘nda Bates Subject Re: ADM and ED pay scale ‘Attachments: mageOL.ios smageoo2.ona Yes, sounds about right. Let's place her at 75% mark in range ~ that would be $7248.50 biweekly. There are 70 working days between now and September 30, so that makes the contract for $50,739.50. cM From: Linda Bates Date: Wednesday, June 19, 2019 at 2:00 PM To: Corey Hogan Subject: ADM and ED pay scale Corey, | think this should be good rational for pay to Claudia. Probably on the higher side of an ADM? From: Michelle Rowland Sent: Wednesday, June 19, 2019 1:52 PM To: Linda Bates Subject: Information Hi Linda, ‘As per our conversation, here is the link for the salary (bi-weekly) for Mangement. htto:/Awww ose alberta.ca/Practitioners/file=agreements/oavolans/mgmt-currentfcfe4 EM2/M620- ADM EM1/M610- ED Eid:image004.jpg@010526A6.32A88830 Lo ce Please let me know if you have any further questions. Sincerely, ‘Michelle Rowland Human Resources Business Partner Public Service Commission Government Services Sector Communications and Public Engagement/Executive Council Government of Alberta Tel 780-644-2676 Michelle, Rowland@gov.ab.ca CPE FOIP 2019-6-0160 CPE Page 2 ‘One Government. One Employer. One HR. CPE FOIP 2019-G-0160 CPE Page 3 From: saspitashiag To: ina Bates Debby Marta ce: 09a Quedeaoan Subject: RE: URGENT - PAF Form for War Room and Contract Approval Form for Energy War Room Date: June 28-19 9:12:48 AM It is the program area who would send the request for the DMC approval. The important documents accompanied with the email are PAF (signed by CRC and the DM) and the DMC contract approval form (signed by the ADM and DM). Find attached the signed PAF and the DMC contract approval form for your records. Please follow the below steps to obtain the DMC approval © Send an email to goa.contracts@gov.ab.cato get on the DMC agenda (feel free to cc myself and Stacey on this request) © Inthe title of the email, you will need to indicate if the request is urgent. ‘© You will need to attach the signed PAF and DCM Approval form ‘© The DM Committee meets weekly to review these requests. (Once you have received the DMC approval, please update us so that we may finalize and forward you the contract. Thanks, Kashif From: Linda Bates Sent: June 28, 2019 9:02 AM To: Kashif Ashfaq ; Debby Martin Ce: Anna Quedraogo ‘Subject: RE: URGENT - PAF Form for War Room and Contract Approval Form for Energy War Room Hi Kashif, | guess | misunderstood the process for contract approval. | thought that your team put the request forward to Mary Persson. Ray’s memo was not clear if it was the department or the finance area. ! will send this forward to Mary. Corey is working on the contract details. We only have a phone number for Claudia at this point. CPE FOIP 2019-6-0160 CPE Page 4 (Once | hear back from Mary | will send the response your way. Sorry if this has caused any confusion from our end. Linda Bates Chief of Stat, Office ofthe Managing Director (Communications and Public Engagement Government of Alberta From: Kashif Ashfaq Sent: Friday, June 28, 2019 8:36 AM To: Debby Martin Ce: Linda Bates ; Anna Quedraogo Subject: RE: URGENT - PAF Form for War Room and Contract Approval Form for Energy War Room Morning Debby, Can you please advise if the contract regarding Energy War Room with Claudia Cattaneo has been approved with OM Committee? If so, then please forward us the confirmation/approval email for records. In the mean time, can you please confirm the following, Legal name/address/email for the contractor. End date for the contract. Description of Services (schedule A) find below the required information for your convenience. Services In accordance with the Services Timetable below, the Contractor will perform the following: CPE FOIP 2019-G-0160 CPE Page 5 and pangs Services Timetable ‘The Contractor will perform the Services no later than the completion dates specified as follows: Service/Deliverable ‘Completion Date (a). ) o d. Payment Schedule (Schedule 8). Is it fixed prow or hourly rates. | am assuming that itwould be hourly rates . We would require the following information. Payments under the Contract will be as follows using the rates specified below: Tadividual Service/Project Role Fixed Hourly Rate (name) (role) s (name) (role) Ss (name) (role) 5 (name) (role) Ss [Also the confirmation that the rates are inclusive of all the expenses, if there is @ written proposal submitted by the vendor then please forward us the copy of the same as well CPE FOIP 2019-6-0160 CPE Page 6 Upon receipt of the requested information, | will draft the contract for your review so once we have the DMC approval, we may proceed without any unnecessary delay. Thank you, Kashif From: Debby Martin Sent: June 27, 2019 3:35 PM To: Kashif Ashfaq <{ashit Ashfaq@gov.ab.ca> Ce: Linda Bates ; Anna Ouedraogo ‘Subject: URGENT - PAF Form for War Room and Contract Approval Form for Energy War Room URGENT Kashif, Please see attached the Procurement Approval Form for “War Room" Project and the Contract or Grant Approval Form for the "Energy War Room” contract form for immediate processing, Thank you, Debby Martin Executive Support Office of the Managing ‘Communications and Public Engagement Government of Alberta Tel 780-427-9357 Cell CPE FOIP 2019-G-0160 CPE Page 7 Contract or Grant Approval Form ‘As of May 17, 2019 all new grants and contracts by Government of Alberta departments require approval by a committee of Deputy Ministers. Approval is not required by Government of Alberta agencies. All contracts or grants require the completion of this form along with the Contract Review Committee approvals for ‘contracts or approved decision documentation for grants. Criteria for Entering into Grants/Contracts: Front-line service delivery (required to maintain front-line services) Government priority (fundamental to the advancement of government goals and priorities) Alternative options have heen considered Required at this time ‘an ‘energy war room’ to respond in real time to lies and myths told about Alberta's energy industry is key government platform commitment. As identified in preliminary transition materials related to this commitment, specific external expertise is now required to inform recommendations on objectives, governance, staffing, rebranding, and stakeholder coordination In support of the war room. In addition, external advice is being sought on how government can best establish an ‘external advisory structure to provide ongoing advice to RDAM and government. ‘Claudia Cattaneo is uniquely qualified to provide the required strategic advice, having served as an award winning energy correspondent with a prominent national publication for decades. The deliverable of this contract will be the Energy War Room Strategic plan. Click or tap here to enter text. 1 iets nota requirement to inform Minister's office in advance of submitting this form. This information is collected so thatthe Deputy Ministers’ ‘Committee can consider whether any particular request may need tobe escalated for Ministerial decision. CPE FOIP 2019-G-0160 CPE Page 8 CPE FOIP 2019-G-0160 CPE Page 9 i CPE FOIP 2019-G-0160 CPE Page 10 Noertas Cormnunicabone ents PROCUREMENT APPROVAL FORM Public Engagement CPE - SOLE SOURCE Form will be completed by the Contract Manager Proposed Method of Procurement: Sole Source li Project Name: Wor Room Oservice Alberta Contract Manager: Corey Hogan Financial Services Division: Communications and Public Engagement Purchasing Officer Date: June 19, 2019 Kashif Ashfog Contract # (to be filled by Financial Services): (CPE20-012, F SEE, — Ee [Project Code | Account _ [Fiscal Year(s 1 | os27 01503 EWR_175 _| Choose anit. | 01 2019/2020 _| $50,000.00 CAD 2 | choose an item. | Choose an item. ‘Choose an itt | Choose an iter| Choose an item: 3 | choose anitem. | Choose an item. choose an ite | Choose an iter | Choose an Item: 4 | choose anitem. | Choose an item. Choose an itt | Choose an iter| Choose an Item: | 5 | choaseanitem. | Choose an item. Choose an itt | Choose an iter | Choose an item: BU: 175 Total estimated amount: $50,000.00 Vendor Name: Cio. 479 cattaneo Vendor Address: Sole-source Trade Exception: teeta seend nema te ee mind anh et cepnne gree fd san ge ome na Project Purpose: of Services and Risk of not proceeding: CPE is seeking approval to proceed with sole-source procurement to procure this strategic advice. Sole-source is required as outlining strategic information about government's intention related to the war room would be contrary to the public interest and would significantly jeopardize the likelihood of successful implementation of the initiative. Start date: June 17, 2019 Closing date: august 30, 2019 iE Does your procurement comply with the TBE Procurement Policy 5.33? ‘Baves CINo Buciget allocation approved by Expenditure Officer? | Baves CINo Last updated: March 12,2018 PE FOIp 2018.4.0160 CPEB: ‘Does this require a Business Case? Sole-source contract over $10,000 Dyes ino Compliance with Trade Agreements: NWPTA/TILMA, CFTA, WTO-GPA? Baives Lino ‘Compliance with the TBF Source-source Directive? Bayes DINo ‘Standard CCoE Contract template was used - no revisions Gives Lino istherea schedule of deliverables? Daves Lino ‘Does the contract involve the collection, use, disclosure or management of personalinformation? _ LlYes BNo Ifyes, has FOIP been consulted? Les Co Has a request been made to waive or alter the General Liability Insurance clause? Dives Bano {fyes, had RMI been consulted? ves Divo 1s the contract with an individual or former GoA Employee? ‘Dyes KINo If yes, DM approval will be required before the contract is approved. Has the DM approved? Dives Dino Has the certificate of Insurance been provided from the vendor? ‘Dives ino Has a corporate Search been performed to confirm legal status? Lives fino tHas a Lobbyist Check been performed? TLivesBno | ‘Does the procurement comply with the Department's current Business Plan? Bayes Ono and Description from that document. developed. fit does not comply with the Department's current Business Plan, please provide an explanation: Please refer to the most current department business plan. Please provide the appropriate “Priority Initiative Number(s) This initiative supports a key platform commitment that will be outlined in the CPE 2019/20 Business Plan once Ts this an intergovernmental Agreement? Des Keno Procurement Approvals will depend on the amount and the type of procurement, See Financial Managementeramework Financial Services Approv forapproval levels. ij Digitally signed by Kashif-Ashfaq Kashif.Ashfaq per 20190620 08149-0600 ‘Bd Contract Manager Approval Date: Kim Capstick pute 2i8 0619 150341 0600" Tiexpenditure Officer Approval $50,000: \Shakeeb Siddiqui Digitally signed by Shakeeb Siddiqui Date: 2019.06.20 14:09:13 -06'00" [Ti contract Review Committee Approval/SFO: Date: Tlexecutive Committee Member Approval up to $250,000: Date: Digitally signed by Corey Hogan Corey Hogan Date: 2019.06.19 15:00:45 -06'00" _| Bildeputy Head Approval: Date: "**Please note that if this was sole-sourced over $10,000 and an amendment, it will require the Deputy Head's signature. ‘Also note that not ail contracts/amendments will go the CRC for approval. Last updated: March 12, 2018, CPE FOIP 2019.G.0160 CPE Page 12 ‘GOA Contract 8 Grant Reauests toda Bates ‘ash Asha; Stacey Denis; Anna Quedroaa; Debi Marin; David Sands; Samson Sua IRE: URGENT request for approval of contrac wih Cauda Cataneo n order to establish a stratgk plan forthe Energy War Room uly 05-19 2:41:24 9 Hi Linda, | wanted to provide you with the Committee's decisions from the July 4, 2019 Travel, Contracts and Grants Committee meeting, ‘¢ The request for the Energy War Room Strategic Plan was approved Please pass on this information as appropriate within your Department. Please let us know if you have any questions. On behalf of Mary Persson CPE FOIP 2019-G-0160 CPE Page 13 From: ash Ashfan To: awit Sands ce: Debby Martin; Linda Bates ‘Subject: RE: URGENT - eques or approval of contract with Claudia Cattaneo inorder to establish a strategic plan forthe Energy War Room Date: y05-19 3:08:26 PM ‘Attachments: (20-012 Causa Cattaneo Contact Hi David, [As we have received the approval from DMC, we may proceed and execute the contract. Find attached the contract for your review. Please review and advise if any changes are required. If in agreement, please proceed with obtaining the necessary signatures and forward us the signed copy along with insurance certificate (following clause 15) once available. Thank you, Kashif. Fro SOA Contract & Grant Requests Sent: July 5, 2019 2:41 PM To: Linda Bates Ce: Kashif Ashfaq ; Stacey Denis ; Anna Ouedraogo ; Debby Martin ; David Sands ; Samson Swan Subject: RE: URGENT - request for approval of contract with Claudia Cattaneo in order to establish a strategic plan for the Energy War Room Hi Linda, | wanted to provide you with the Committee's decisions from the July 4, 2019 Travel, Contracts and Grants Committee meeting. ‘©The request for the Energy War Room Strategic Plan was approved Please pass on this information as appropriate within your Department. Please let us know if you have any questions. On behalf of Mary Persson CPE FOIP 2019-G-0160 CPE Page 14 CONTRACT NUMBER: CPE20-012 THIS CONTRACT MADE EFFECTIVE THE 3*° DAY OF JULY, 2019. BETWEEN: HER MAJESTY THE QUEEN IN RIGHT OF ALBERTA, as represented by the President of Treasury Board and Minister of Finance (the “Provinee”) and - Claudia Cattaneo (the “Contractor”) BACKGROUND ‘The Province requires services to be provided and materials delivered related to Energy War Room project and the Contractor agrees to provide these services and materials ‘Therefore the parties agree as follows: DEFINITIONS 1, Inthis Contract: @ (b) © @ (@) @ (®) (h) “Business Day” means 8:15 am to 4:30 pm in Alberta from Monday through Friday excluding holidays observed by the Province; “Contract” means this document, Schedule A and Schedule B; “Effective Date” means the date first above written; “FOIP Act” means the Freedom of Information and Protection of Privacy Act (Alberta), as amended from time to time; “Materials” means any work, information, records or materials, regardless of form, which are made, generated, produced or acquired by the Contractor or its employees, subcontractors or agents in the course of performing the Services; “Personal Information” means personal information as defined in the FOIP Act; “Services” means the work, duties, functions and deliverables described in Schedule A; and “Term” means the contract period specified in clause 2. Page 1 CPE FOIP 2019-6-0160 CPE Page 15 TERM OF CONTRACT 2. This Contract shall be effective from the Effective Date until October 31, 2019 unless terminated in accordance with this Contract. ‘The Province may extend the Contract, under the same terms and conditions, for an additional term of up to three (3) months to perform the Services. PERF VICES 3. The Contractor agrees to perform the Services in accordance with the provisions of this Contract and follow any directions from the Province regarding the performance of the Services. The Contractor warrants that it has the qualifications and expertise to perform the Services, and statements regarding the performance of Services made by the Contractor in its Proposal that is incorporated int, attached to or otherwise included in Schedule A are representations and ‘warranties of the Contractor and form part of this Contract. PAYMENT. (a) The Province agrees to pay the Contractor a sum not to exceed $50,000 (Canadian funds), including expenses, to perform the Services. The Contractor shall be paid: i. the rates specified in Schedule B for completion of the Services in accordance with this Contract; and ji, upon submitting an invoice and other supporting documentation required by the Province describing the Services for which payment is claimed. (b) The Province shall pay the Contractor within 30 days of receipt of an invoice provided the requirements of clause 4(a) have been met. (©) The Province represents and warrants that, as the purchaser of the Services provided under this Contract, no amount payable under this Contract is subject to the Goods and Services Tax (GST) or Harmonized Sales Tax (HST) under Part IX of the Excise Tax Act (Canada) as amended. The Government of Alberta's GST Registration Number is 1240 72513 RTOOOI. (@) The Province may deduct from all payments to the Contractor such amounts as are required by the ncome Tax Act (Canada) as amended, revised or substituted from time to time. 5. The Province may order the re-execution of any Services or Materials which are not performed in accordance with the provisions of this Contract, in which case the Contractor shall re-execute the Services or Materials at the Contractor's expense in accordance with this Contract. Page 2 CPE FOIP 2019-G-0160 CPE Page 16 RECORDS AND REPORTING 6. The Contractor shall: (@) _ keep and maintain in accordance with Canadian generally accepted accounting principles complete and accurate books, records and accounts relating to this Contract, and, on demand, provide to the Province these documents to examine, audit and make copies and take extracts; and (b) keep the documents referred to in clause 6(a) for three years following the completion or termination of this Contract. 7. ‘The Contractor shall submit a written status report to the Province if requested during the Term (a) _ the Services completed during that reporting period; (b) the time schedule for those portions which are not completed; and (©) _ any other information requested by the Province in relation to the completion of this Contract. ‘NON-ASSIGNABILITY AND SUBCONTRACTING 8. (a) The Contractor shall not: i,__assign or otherwise dispose of any of its rights, obligations or interests in this Contract; or i. subcontract the Services (other than as specified in Schedule A) without the prior written consent of the Province, which shall not be unreasonably withheld. (b) When the Contractor retains any subcontractor(s) in connection with performance of the Services, the Contractor shall: be responsible for remunerating the subcontractor(s); be responsible for the performance and activities of the subcontractor(s); and contractually obligate the subcontractor(s) to take action, or refrain from taking action, as necessary to enable the Contractor to fulfill its obligations under this Contract. PERSONNEL REPLACEMENT 9. (a) The Contractor shall not replace any employee, subcontractor or agent identified in ‘Schedule A, or add any employee, subcontractor or agent, to perform the Services ‘without the prior written approval ofthe Province, which approval shall not be unreasonably withheld. Page 3 CPE FOIP 2019-G-0160 CPE Page 17 (b) The Contractor shall: i. remove any employee, subcontractor or agent of the Contractor engaged in providing the Services upon the written request of the Province within the time limit indicated in such request; and ii. only replace such removed employee, subcontractor or agent of the Contractor upon getting the prior written approval of the Province, which approval shall not be unreasonably withheld. COMPLIANCE 10. The Contractor shall: (a) comply with the provisions of all laws, now in force or in force after the signing of this, Contract, that expressly or by implication apply to the Contractor in performing the Services; and (b) when the Workers’ Compensation Act (Alberta) as amended from time to time, applies, and upon request from the Province, deliver to the Province a certificate from the Workers’ Compensation Board showing that the Contractor is registered and in good standing with the Board, RSHIP n. (a) Ownership of all Materials including any associated copyright, patent, trade secret, industrial design or trade mark rights belongs to the Province as they are made, prepared, developed, generated, produced or acquired under this Contract. The Materials shall be delivered to the Province upon completion or termination of this, Contract, or upon request of the Province. () Ownership of any work, information, records or materials, regardless of form, including copyright, patent, industrial design or trademark which was owned by the Province, the Contractor or a third party prior to the Effective Date remain the property of each party respectively. (©) Where any work, information, records or materials, regardless of form, including 3, patent, industrial design or trademark owned by the Contractor prior to the Effective Date (“Contractor Materials”) is reproduced or incorporated in the Materials, the Contractor grants to the Province a perpetual, imevocable, non-exclusive, royalty- free license to use, reproduce or distribute those Contractor Materials, for any purpose. (@) The Contractor i, irrevocably waives in whole all moral rights, and . shall ensure that its employees, subcontractors and agents irrevocably waive in whole all moral rights, Page 4 @ oO CPE FOIP 2019-G-0160 CPE Page 18 in and to the Materials in favour of the Province and the Province’s assignees and licensees. Upon request of the Province, the Contractor shall deliver to the Province copies of the waivers obtained from its employees, subcontractors and agents engaged in providing the Services. Prior to reproducing or incorporating any third party copyright materials into the Materials, the Contractor must obtain written permission from the copyright holder and provide the Province with copies of the written permissions that are satisfactory to the Province. ‘The Contractor shall cooperate with the Province in protecting the Province’s ownership or intellectual property rights in the Materials. NON-DISCLOSURE OF INFORMATION 12, @ () © (d) (e) Except as provided in clauses 12 and 13, all information, regardless of form, including Personal Information, that is obtained, generated, provided or collected by the Contractor in the performance of the Services (the “Province’s Information”), shall not bbe disclosed or published by the Contractor without the prior written consent of the Province. The Contractor may disclose the Province’s Information to employees, subcontractors or agents of the Contractor who have a need to know for the purpose of performing the Services, provided that the Contractor has a confidential ith the agent or permitted subcontractor containing confidential substantially similar to this Contract. ‘Subject to clause 13(b), the Contractor's obligations in clause 12(a) do not apply to information or documents which: i. are or become publicly available through no act or omission of the Contractor; ii, are independently developed without benefit of the Province’s Information; or are received by oF from a third party without restriction and without a breach of ‘an obligation of confidentiality. ‘The Contractor shall retain the Province’s Information as confidential and shall make reasonable security arrangements against unauthorized access, use, disclosure, loss, destruction or alteration of the Province’s Information. The Contractor shall immediately advise the Province of any unauthorized access, use, disclosure, loss or destruction of the Province's Information, and shall provide the Province any assistance reasonably required to rectify such a situ ‘The Contractor shall return or deliver the Province's Information to the Province upon completion or termination of this Contract, or upon request of the Province. ‘The Province’s Information may be disclosed to the extent required by law or court order, provided that the Province is given reasonable notice and opportunity to seek to prevent or limit its disclosure. Page 5 wo CPE FOIP 2019-G-0160 CPE Page 19 No press release, public announcement or other public commentary relating to this, Contract shall be made by the Contractor without the prior written approval of the Province. FREEDOM OF INFORMATION AND PROTECTION OF PRIVACY 13, a) (b) © @ © (Oo) (g) ‘The Contractor acknowledges that this Contract, including without limitation the name of the Contractor, fees payable, the Term, and details ofthe Services may be subject to disclosure under the FOIP Act. The Contractor further acknowledges that the FOIP Act applies to the Province’s Information collected, used or disclosed in the performance of Services, and the Contractor shall adhere to the FOIP Act in its collection, use and disclosure of any Personal Information. ‘The Contractor shall not collect, use or disclose any Personal Information under this, Contract except as reasonably required to fulfill its obligations under this Contract, or as otherwise expressly authorized in writing by the Province. Upon request, the Contractor shall, atthe Contractor's expense, and within five Business Days, provide to the Province any records that are requested under the access provisions of the FOIP Act that are in the custody or under the control of the Contractor. Should the Contractor receive an access request under the FOIP Act, the Contractor shall not respond to it, but shall immediately forward the access request to the Province for further handling. In providing the Services the Contractor shall make every reasonable effort to ensure ‘that Personal Information that is to be or is actually used to make a decision that tly affects an individual, is both complete and accurate. At the Province’s request, ‘the Contractor must correct, within five Business Days of the request, Personal Information that the Contractor may have either collected or compiled about an individual pursuant to this Contract. ‘The Contractor shall: i. protect Personal Information against any unauthorized access, use, disclosure, loss, destruction or alterations ii, immediately advise the Province of any actual or potential unauthorized access, use, disclosure, destruction or alteration of Personal Information and provide all reasonable assistance to the Province to prevent or remedy the same; and provide the Province with any information regarding the Contractor's security ‘measures that the Province may require to verify compliance with the FOIP Act. ‘The Contractor shall store only in Canada all records of Personal Information which are disclosed to the Contractor under this Contract, including records that are collected, used or stored on behalf of the Province. ‘The Contractor shall act on any direction that the Province may provide with regard to the use, collection, access, security, disclosure, alteration, loss or destruction of the Personal Information, Page 6 CPE FOIP 2019-G-0160 CPE Page 20 INDEMNITY AND LIABILITY 14, @ (b) INSURANCE, Is. @ (b) © @ ©) Each party shall indemnify and hold harmless the other, its employees and agents against and from any and all third party claims, demands, actions, or costs (including, legal costs on a solicitor-client basis) to the extent arising from that party's breach of this Contract, or |. the negligence, other tortious act or wilful misconduct of that party, or those for whom itis legally responsible, in relation to the performance of its obligations under this Contract. ‘The Contractor shall indemnify and hold harmless the Province against and from any loss or damage to the real or personal property of the Province to the extent arising, from the Contractor's breach of this Contract or from the negligence, other tortious act ‘or wilful misconduct of the Contractor, or those for whom itis legally responsible. ‘The Contractor shall, at its own expense, and without limiting its liabilities or obligations under this Contract, insure its operations under a contract of general liability insurance in an amount not less than $2,000,000 inclusive per occurrence, insuring against bodily injury, personal injury, and property damage including loss of use thereof. ‘The Contractor shall maintain automobile liability insurance on all vehicles owned, operated or licensed in the name of the Contractor and used in the performance of the Services in an amount not less than $2,000,000. ‘The Contractor shall provide the Province with acceptable evidence of insurance, in the form of a detailed certificate of insurance, prior to commencing the Services and at any other time upon request ofthe Province. ‘The Contractor shall ensure that all its subcontractors obtain and maintain general liability insurance sufficient to meet the requirements in clause 15(a). When requested by the Province, the Contractor shall provide evidence of endorsement to provide the Province with 30 days advance written notice of cancellation of insurance coverage. RELATIONSHIP OF PARTIES 16. ‘The relationship of the Contractor to the Province i performing the Services under this Contract is that of an independent contractor, and nothing in this Contract is to be construed as creating an agency, partnership, joint venture or employment relationship between the Contractor and the Province. Page 7 CPE FOIP 2019-G-0160 CPE Page 21 (@) Any notice to be made under this Agreement shall be deemed given tothe other party if in writing and shall be sufficiently given if delivered personally, or if sent by prepaid registered mail to the address, or if transmitted by e-mail (in pdf form), as follows: The Province: Communication and Public Engagement Address: Federal Building, Seventh Floor 9820 - 107 Street Edmonton, AB TSK 1E9 Attention: Corey Hogan E-mail: Corey. Hogan@gov.ab.ca ‘The Contractor: Address: Attention: Claudia Cattaneo ‘The parties respectively designate for the time being, the individuals identified in this clause as having the authority to give notice, and notice given by these individuals is binding on the party giving the notice. (b) The address of either party may be changed to any other address in Canada by notice in ‘writing to the other party in the manner described in section 17(a). (©) Notice personally served or sent by e-mail shall be deemed received when actually delivered or received if delivery or e-mail is on a Business Day, or if not on a Business Day, on the following Business Day. All notices sent by registered mail shall be deemed to be received on the fourth Business Day following mailing in any post office in Canada, except in the case of postal disruption, then any notice shall be given by e- mail or personally served. The onus shall be on a party asserting delivery of a notice or other communication to establish that it was delivered in accordance with the foregoing, provided that, in the case of e-mail, such onus shall be discharged by proof that an e-mail sent to the designated e-mail address was received and opened at that e- mail address. ‘TERMINATION 18, (@) The Province may at any time immediately terminate this Contract, without cause, upon written notice to the Contractor. Page 8 CPE FOIP 2019-6-0160 CPE Page 22 (b) If this Contract is terminated: i, all Materials made, prepared, developed, generated, produced or acquired by the Contractor, or its employees, subcontractors or agents under this Contract are the property of the Province; and i. the Province shall only have to pay the Contractor for the Si accordance with this Contract up to the effective date of termint 's completed in SAFE, SECURE AND RESPECTFUL WORKPLACE 19. (a) The Contractor, its employees, subcontractors and agents when using any of the Province’s buildings, premises, equipment, hardware or software shall comply with all safety and security policies, regulations or directives relating to those buildings, premises, ‘equipment, hardware or software. (b) The Contractor, its employees, subcontractors and agents shall comply with the requirements and provisions of the Province's Respectful Workplace Policy. Copies of the Province’s Respeciful Workplace Policy, as amended from time to time, are available from the Province’s representative as designated in clause 20(2).. PARTIES’ REPRESENTATIVES, 20. (a) The Province designates Corey Hogan of the Department of Communications and Public Engagement as the Province’s representative for communications and ongoing contact between the Province and the Contractor in matters relating to this Contract, other than giving notice pursuant to clause 17(a).. (b) The Contractor designates Claudia Cattaneo as the Contractor's representative for ‘communications and ongoing contact between the Province and the Contractor in matters relating to this Contract, other than giving notice pursuant to clause 17(a).. (©) Either party may change its designated representative above by sending written notice to the other party of such change. CONFLICT OF INTEREST AND ETHICAL CONDUCT 21. (a) The Contractor shall ensure that there is not a conflict of interest or an apparent conflict of interest on the part of the Contractor or its employees, subcontractors or agents in relation to the Services, and all Services shall be performed in accordance with high ethical standards, including without limitation the following: j. the Contractor and its employees, subcontractors and agents shall not influence, or seek to influence, or otherwise take part in a decision of the Province knowing that the decision might further their private interests; Page 9 CPE FOIP 2019-G-0160 CPE Page 23, where the Services involve providing advice, making recommendations to the Province or exercising discretionary authority regarding a right, permission, privilege, status, contract or benefit, then such advice, recommendations or discretion must be provided, made or carried out impartially and without bias; |. except for payment as set out in this Contract, the Contractor and its employees, vi. subcontractors or agents shall not accept any collateral gift, payment, commission or other direct benefit arising from or connected to the performance of the Services; the Contractor and its employees, subcontractors and agents shall not have any financial interest in the business of a third party that causes, or would appear to cause, a confit of interest in connection with the performance of the Serv the Contractor, upon request by the Province, shall deliver copies of all written ethical standards, conflict of interest policies and codes of conduct established or observed by the Contractor in its business practices or in relation to its employees, subcontractors or agents; and the Contractor shall comply with, and ensure that, its employees, subcontractors and agents comply with, the Lobbyists Act (Alberta), as amended from time to time. (b) Inthe event the Contractor becomes aware of any matter that causes or is likely to cause a conflict of rest in relation to the performance of the Services, the Contractor shall immediately disclose such matter to the Province in writing. Upon such disclosure, the Contractor shall not commence or continue performance of the Services without the prior written consent of the Province. If the Province is of the opinion the Contractor or its employees, subcontractors or agents are in a conflict of interest, the Province may terminate this Contract. SURVIVAL OF TERMS 22. Notwithstanding any other provision of this Contract, those clauses which by their nature continue afier the conclusion or termination of this Contract shall continue after such completion or termination, including without limitation the following: (a) clause 6 Records and Reporting; (b) clause 11 Material Ownership; (©) clause 12 Non-Disclosure of Information; (@) clause 13. Freedom of Information and Protection of Privacy; and (©) clause 14. Indemnity and Liability. GENERAL 23. _ In the case of conflicts or discrepancies among this document and the Schedules and any Schedules attached to this document, the documents shall take precedence and govern in the following order: (a) The body of this document, and (b) The Schedules to this document. Page 10 24, 2s. 26. 27. 28. 29. 30. 31. 32, CPE FOIP 2019-G-0160 CPE Page 24 Time is of the essence of this Contract. This Contract contains the entire agreement of the parties concerning the subject matter of this Contract and except as expressed in this Contract, there are no other understandings or agreements, verbal or otherwise, that exist between the parties. Any waiver by either party of the performance by the other of an obligation under this Contract must be in writing, and such waiver does not constitute a continuing waiver of the performance of that obligation unless a contrary intention is expressed in writing. ‘The rights and remedies of the Province under this Contract are cumulative and any one or more may be exercised. ‘The Parties may amend this Contract only by mutual written agreement signed by the partes. This Contract shall be governed by and interpreted in accordance with the laws in force in Alberta, and the parties irrevocably attorn to the exclusive jurisdiction of courts in Alberta. ‘This Contract shall be for the benefit of and binds the successors and assigns of the par ‘The headings in this Contract are inserted for convenience of reference only and shall not affect the ‘meaning or construction of this Contract. In this Contract words in the singular include the plural and words inthe plural include the singular. Page I CPE FOIP 2019-G-0160 CPE Page 25 33, This Contract may be executed in counterparts, in which case (i) the counterparts together shall constitute one agreement, and (ii) communication of execution by fax transmission or e-mailed in PDF shall constitute good delivery. ‘The Parties’ authorized representatives make this Contract. HER MAJESTY THE QUEEN IN RIGHT OF Claudia Cattaneo. ALBERTA, as represented by the President of ‘Treasury Board and Minister of Finance. Per: Per: ignature Signature Print Name Print Name tle Title Date ia Page 12 CPE FOIP 2019-G-0160 CPE Page 26 ‘Schedule A (Services) In accordance with the Services Timetable below, the Contractor will perform the following: Produce a strategic plan for establishment of an ‘energy war room’ to address mendacious public relations attacks on the oil and gas industry in Alberta. This plan will include: i, Defined objectives of the war-room personnel; ii, Tactics to be deployed to counter misinformation; i. Composition of the war-room personnel .. Implementation plan the names of ten to 20 individuals with insight and particular expertise who have agreed to be candidates for an advisory committee. Present in person or via teleconference further explanation or answers to inquiries on Services item ‘a’ and ‘6’ for a period following their delivery up to and including Oct. 31, 2019. 2. Services Timetable ‘The Contractor will perform the Services no later than the completion dates specified as follows: Service/Deliverable ‘Completion Date (@) Draft document that comprises the Strategic Plan described at | August 30, 2019 “a.” under Services (1) in the Schedule A (© List of names, short biographies and contact information for | September 30, 2019 the individuals described at *b’ under Services (©) Final document that comprises the Strategic Plan described at | September 30, 2019 *a.* under Services (1) in the Schedule A) (@ Consultation and advice on the above as required ‘October 31, 2019 Page A-1 CPE FOIP 2019-G-0160 CPE Page 27 (Payment) Prici Payments under the Contract will be as follows using the rates specified below: Tndividual ServicelProject Role Fixed Hourly Rate Claudia Cattaneo | Development of strategic plan for S173 7hr establishment of “energy war room’ Editing and captioning S175 The 2. Expenses ‘The Contractor's pricing as specified above is inclusive of all expenses incurred by the Contractor in the performance of the Services. Page B-1 CPE FOIP 2019-6-0160 CPE Page 28 CONTRACT NUMBER: CPE20-012 ‘THIS CONTRACT MADE EFFECTIVE THE 3° DAY OF JULY, 2019. BETWEEN: HER MAJESTY THE QUEEN IN RIGHT OF ALBERTA, ‘as represented by the President of Treasury Board and Minister of Finance (the “Provinee”) and - Claudia Cattaneo (the “Contraetor”) BACKGROUND ‘The Province requires services to be provided and materials delivered related to Energy War Room project and the Contractor agrees to provide these services and materials. ‘Therefore the parties agree as follows: DEFINITIONS: 1. In this Contract: @ o) © @ © © (hy “Business Day” means 8:15 am to 4:30 pm in Alberta from Monday through Fridsy ‘excluding holidays observed by the Province; “Contract” means this document, Schedule A and Schedule B; “Effective Date” means the date first above written; “FOIP Act” means the Freedom of information and Protection of Privacy Act (Alberta), as amended from time to time; “Materials” means any work, information, records or materials, regardless of form, which are made, generated, produced or acquired by the Contractor or its employees, subcontractors or agents in the course of performing the Services; “Personal Information” means personal information as defined in the FOIP Act, “Services” means the work, duties, functions and deliverables described in Schedule A; and “Term” means the contract period specified in clause 2. Page 1 CPE FOIP 2019-G-0160 CPE Page 29 ‘STERMOF CONTRACT 2. This Contract shall be effective from the Effective Date until October 31, 2019 unless terminated in accordance with this Contract. ‘The Province may extend the Contract, under the same terms and conditions, for an additional term, ‘of up to three (3) months to perform the Services. PERFORMANCE OF SERVICES 3. The Contractor agrees to perform the Services in accordance with the provisions ofthis Contract and follow any directions from the Province regarding the performance of the Services. The ‘Contractor warrants that it has the qualifications and expertise to perform the Services, and statements regarding the performance of Services made by the Contractor in its Proposal that is incorporated into, attached to or otherwise included in Schedule A are representations and ‘warranties of the Contractor and form part of this Contract. PAYMENT 4. (@) The Province agrees to pay the Contractor a sum not to exceed $50,739.50 (Canadian funds), including expenses, to perform the Services. The Contractor shal be paid: i, the rates specified in Schedule B for completion of the Services in accordance with this Contract; and ii, upon submitting an invoice and other supporting documentation required by the Province describing the Services for which payment is claimed. (©) The Province shall pay the Contractor within 30 days of receipt ofan invoice provided the requirements of clause 4(a) have been met. (©) __ The Province represents and warrants that, 2s the purchaser of the Services provided under this Contract, no amount payable under this Contract is subject to the Goods and Services Tax (GST) or Harmonized Sales Tax (HST) under Part IX of the Excise Tax ‘Act (Canada) as amended. The Government of Alberta's GST Registration Number is 1240 72513 RTOOO1. (@) The Province may deduct from all payments to the Contractor such amounts as are required by the Jncome Tax Act (Canada) as amended, revised or substituted from time totime. 5. The Province may order the re-execution of any Services or Materials which are not performed in accordance with the provisions of this Contract, in which case the Contractor shall re-execute the ‘Services or Materials at the Contractor's expense in accordance with this Contract. Page 2 CPE FOIP 2019-G-0160 CPE Page 30 RECORDS AND REPORTING 6. The Contractor shall: (@) keep and maintain in accordance with Canadian generally accepted accounting, principles complete and accurate books, records and accounts relating to this Contract ‘and, on demand, provide to the Province these documents to examine, audit and make copies and take extracts; and (©) keep the documents referred to in clause 6(a) for three years following the completion ‘or termination of this Contract. 7. The Contractor shall submit a written status report to the Province if requested during the Term indicating: (@) _ the Services completed during that reporting period; (b) _ the time schedule for those portions which are not completed; and (©) _ any other information requested by the Province in relation to the completion of this Contract. (@) The Contractor shall not: |. assign or otherwise dispose of any ofits rights, obligations or interests in this ‘without the prior written consent of the Province, which shall not be unreasonably withheld, (©) When the Contractor retains any subcontractor{s) in connection with performance of the Services, the Contractor shall: i. be responsible for remunerating the subcontractor(s), ii, be responsible forthe performance and activities of the subcontractor(s); and ili, contractually obligate the subcontractor(s) to take action, or refrain from taking section, as necessary to enable the Contractor to fulfill its obligations under this Contract. PERSONNEL REPLACEMENT 9. (@) The Contractor shall not replace any employes, subcontractor or agent identified in ‘Schedule A, or add any employee, subcontractor or agent, to perform the Services ‘without the prior written approval of the Province, which approval shall not be ‘unreasonably withheld. Page 3 CPE FOIP 2019-G-0160 CPE Page 31 (©) The Contractor shall: i. remove any employee, subcontractor or agent of the Contractor engaged in providing the Services upon the written request of the Province within the time limit indicated in such request; and fi. only replace such removed employee, subcontractor or agent of the Contractor ‘upon getting the prior written approval ofthe Province, which approval shall not bbe unreasonably withheld. (COMPLIANCE 10. ‘The Contractor shall: (@) comply withthe provisions of all laws, now in force or in force after the signing of this Contract, that expressly or by implication apply to the Contrector in performing the Services; and (®) when the Workers’ Compensation Act (Alberta), as amended from time to time, applies, and upon request from the Province, deliver to the Province a certificate from the Workers’ Compensation Board showing that the Contractor is registered and in good standing with the Board. MATERIAL OWNERSHIP (©) Ownership of all Materials including any associated copyright, patent, trade secret, industrial design or trade mark rights belongs to the Province as they are made, prepared, developed, generated, produced or acquired under this Contract. The “Materials shall be delivered to the Province upon completion or termination ofthis Contract, or upon request of the Province. (b) Ovmership of any work, information, records or materials, regardless of form, including copyright, patent, industrial design or trademark which was owned by the Province, the Contractor or a third party prior to the Effective Date remain the property of each party respectively. (©) Where any work, information, records or materials, regardless of form, including ‘copyright, patent, industrial design or trademark owned by the Contractor prior to the Effective Date (“Contractor Materials”) is reproduced or incorporated in the Materials, the Contractor grants to the Province a perpetual, revocable, non-exclusive, royalty- free license to use, reproduce or distribute those Contractor Materials, for any purpose. (@ The Contractor i. imevocably waives in whole all moral rights, and ji, shall ensure that its employees, subcontractors and agents irevocably waive in ‘whole all moral rights, Page 4 © © CPE FOIP 2019-G-0160 CPE Page 32 in and to the Materials in favour of the Province and the Province’s assignees and licensees. Upon request ofthe Province, the Contractor shall deliver to the Province ‘copies of the waivers obtained from its employees, subcontractors and agents engaged in providing the Services. Prior to reproducing or incorporating any third party copyright materials into the Materials, the Contractor must obtain written permission from the copyright holder and provide the Province with copies of the written permissions that are satisfactory tothe Province. ‘The Contractor shall cooperate with the Province in protecting the Province's ‘ownership or intellectual property rights in the Materials. ‘NON-DISCLOSURE OF INFORMATION 12. @ o) © @ © Except as provided in clauses 12 and 13, all information, regardless of form, including Personal Information, that is obtained, generated, provided or collected by the ‘Contractor in the performance of the Services (the “Province’s Information"), shall not bbe disclosed or published by the Contractor without the prior written consent of the Provinee. The Contractor may disclose the Province’s Information to employees, ‘subcontractors or agents of the Contractor who have a need to know for the purpose of | performing the Services, provided that the Contractor has a confidentiality agreement ‘with the agent or permitted subcontractor containing confidentiality provisions substantially similar to this Contract. Subject to clause 13(b), the Contractor's obligations in clause 12(a) do not apply to information or documents which: i. are or become publicly available through no act or omission of the Contractor, fi, are independently developed without benefit of the Province’s Information; or lil, are received by or from a third party without restriction and without a breach of ‘an obligation of confidentiality. ‘The Contractor shall retain the Provinces Information as confidential and shall make reasonable security arrangements against unauthorized access, use, disclosure, loss,

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