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CLEARSOURCE FINANCIAL CONSULTING
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CLEARSOURCE FINANCIAL CONSULTING
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Last modified
7/13/2022 8:48:24 AM
Creation date
9/4/2019 11:33:52 AM
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Template:
Contracts
Company Name
CLEARSOURCE FINANCIAL CONSULTING
Contract #
A-2019-136
Agency
Finance & Management Services
Council Approval Date
8/20/2019
Expiration Date
8/9/2020
Insurance Exp Date
12/9/2022
Destruction Year
2025
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ClearSource Hnancial Consulting <br />January 6, 2020 <br />CITY OF SANTA ANA <br />Risk Management <br />Attn: Samantha Lambert, Risk Management Supervisor <br />Via email: RMD@santa-ana.org <br />7960 B SOQUEL DRIVE, SURE 363 1 APTOS, CALIFORNIA 95M3 <br />831.288,0608 1 W _CLEARSOUNCEFINANCIALCONI <br />Certificate of Insurance Review: ClearSource Financial Consulting <br />Dear Ms. Lambert: <br />ClearSource Financial Consulting ("ClearSource") submitted verification of various insurance coverages <br />for the 2020 calendar year. The City's review of the coverages provided, indicated the following: <br />"The agreement requires Automobile Liability for owned, hired and non -owned vehicles but the <br />COI only covers hired and non -owned, see below: <br />Per Agreement, Section 6, b.: AUTOMOBILE LIABILITY - Contract requires OWNED, HIRED AUTOS, <br />NON -OWNED AUTOS and only HIRED & NON -OWNED is covered <br />If the consultant/contractor vehicle status is different than listed under the agreement, the <br />vendor must state so on business letterhead, date, sign and submit for consideration. <br />Once letter is received, please resubmit to RMD@santa-ana.org." <br />This letter provides confirmation that ClearSource maintains insurance covering non -owned and hired <br />auto liability. ClearSource does not have any business owned autos. <br />Please contact me if you have any questions or require additional information in order to verify or approve <br />coverages. <br />Sincerely, <br />_�- _3—_ <br />TERRY MADSEN, PRESIDENT I CLEARSOURCE FINANCIAL CONSULTING <br />COMPANY NAME: <br />ClearSource Financial Consulting <br />CONTACTNAME: <br />Terry Madsen, President and Principal Consultant <br />PHONE NUMBER: <br />831.288.0608 <br />MAILING ADDRESS: <br />7960 B Soquel Drive, Suite 363, Aptos, CA 95003 <br />EMAIL ADDRESS: <br />tmadse n CcDclearsou rcefinancia Lcom <br />WEB: www.clearsourcefinanciag4WILWED & APPROVED <br />By RisslR MANAGEMENT DivisiON <br />142020 <br />M. LAMBERT <br />
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