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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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Item 21 - Award a Contract to CliftonLarsonAllen LLP for Professional Auditing Services
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5/13/2024 12:40:40 PM
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5/2/2024 5:45:43 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
21
Date
5/7/2024
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(9)CITY OF SANTA ANA <br />and related investigations, claim administration, and defense expenses within the retention. The <br />policy language shall provide, or be endorsed to provide, that the self -insured retention may be <br />satisfied by either the named insured or the City. <br />Acceptability of Insurers <br />Insurance is to be placed with insurers authorized to conduct business in the state with a current <br />A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. <br />Claims Made Policies (note — should be applicable only to professional liability, see below) <br />If any of the required policies provide claims -made coverage: <br />1. The Retroactive Date must be shown, and must be before the date of the contract or the <br />beginning of contract work. <br />2. Insurance must be maintained and evidence of insurance must be provided for at least five <br />(5) years after completion of the contract of work. <br />3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy <br />form with a Retroactive Date prior to the contract effective date, the Contractor must <br />purchase "extended reporting" coverage for a minimum of five (5) years after completion <br />of work. <br />Verification of Coverage <br />Contractor shall furnish the City with original Certificates of Insurance including all required <br />amendatory endorsements (or copies of the applicable policy language effecting coverage <br />required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy <br />listing all policy endorsements to the City before work begins. However, failure to obtain the <br />required documents prior to the work beginning shall not waive the Contractor's obligation to <br />provide them. The City reserves the right to require complete, certified copies of all required <br />insurance policies, including endorsements required by these specifications, at any time. <br />Subcontractors <br />Consultant shall require and verify that all subcontractors maintain insurance meeting all the <br />requirements stated herein, and Contractor shall ensure that the City is an additional insured on <br />insurance required from subcontractors. <br />Special Risks or Circumstances <br />The City reserves the right to modify these requirements, including limits, based on the nature of <br />the risk, prior experience, insurer, coverage, or other special circumstances. <br />X. SELECTION PROCEDURES & CRITERIA <br />A. The City will establish a proposal review committee. The review committee will evaluate <br />proposals based on the response to the RFP, which includes adherence to outlined directions <br />and format, and the City evaluation criteria set forth below. <br />B. Proposers will be ranked by the review committee based on the following criteria: <br />CATEGORY <br />POINTS <br />Experience of Firm and Personnel <br />• The experience, resources, and qualifications of the firm and individuals <br />25 <br />assigned to this account, including manager, supervisor and assigned staff. <br />City of Santa Ana RFP No. 24-009 Page 13 of 37 <br />
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