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CLEARSOURCE FINANCIAL CONSULTING (2)
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CLEARSOURCE FINANCIAL CONSULTING (2)
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Last modified
8/19/2024 3:34:20 PM
Creation date
8/9/2022 8:51:25 AM
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Template:
Contracts
Company Name
CLEARSOURCE FINANCIAL CONSULTING
Contract #
A-2019-136-01
Agency
Finance & Management Services
Council Approval Date
8/20/2019
Expiration Date
8/19/2023
Insurance Exp Date
1/1/2025
Destruction Year
2028
Notes
For Insurance Exp. Date see Notice of Compliance
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delarVIsource <br />July 6, 2022 <br />CITY OF SANTA ANA <br />Attention: Risk Management Supervisor <br />VIA ELECTRONIC TRANSMISSION: RMDCa`aSANTA-ANA.ORG <br />CERTIFICATE OF INSURANCE REVIEW: CLEARSOURCE FINANCIAL CONSULTING <br />To Whom It May Concern: <br />ClearSource Financial Consulting (ClearSource) submitted verification of various insurance coverages for <br />the 2022 calendar year. In prior years, the City's review of the coverages provided indicated the following: <br />"The agreement requires Automobile Liability for owned, hired and non -owned vehicles <br />but the COI only covers hired and non -owned, see below: <br />Per Agreement, Section 6, b.: AUTOMOBILE LIABILITY - Contract requires OWNED, HIRED <br />AUTOS, NON -OWNED AUTOS and only HIRED & NON -OWNED is covered. If the <br />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. Once <br />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 />(—ook A�— <br />TERRY MADSEN, PRESIDENT I CLEARSOURCE FINANCIAL CONSULTING <br />PHONE: 831.288.0608 <br />EMAIL: TMADSENtaCLEARSOURCEFINANCIAL.COM <br />7960 B Soquel Drive, Suite 363, Aptos, California 95003 <br />CLEARSOURCEFINANCIAL.COM <br />Fs�_e,�°y <br />RN,M. g%�0iwl� <br />RetWm6ArmwmDv: <br />B <br />RckhAru9ermrtdmuliL�e <br />831.28E <br />
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