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TEMPLETON PLANNING GROUP - 2014
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TEMPLETON PLANNING GROUP - 2014
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Last modified
3/31/2017 11:36:03 AM
Creation date
2/3/2017 3:26:52 PM
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Contracts
Company Name
TEMPLETON PLANNING GROUP
Contract #
A-2014-262
Agency
PLANNING & BUILDING
Council Approval Date
10/21/2014
Expiration Date
10/21/2017
Insurance Exp Date
7/1/2017
Destruction Year
0
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AC Rh® CERTIFICATE OF LIABILITY INSURANCE <br />DATEP <br />1/3/2017 <br />/3/ <br />THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS <br />CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES <br />BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED <br />REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. <br />IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to <br />the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the <br />certificate holder in lieu of such endorsement(s). <br />PRODUCER <br />SelectSolutions Insurance Services <br />1350 Carlback Avenue <br />Suite 100 <br />Walnut Creek CA 94596 <br />CONTAC <br />NAE:T Elizabeth Lee <br />PNONE (866)500-6359 FA% <br />AIC No (655)804-9449 <br />AIL <br />ADDR5Ss:elizabethl@ppibselect.com <br />INSURERS AFFORDING COVERAGE NAIC # <br />INSURER A:Travelers Property Casualty Company 025674 <br />INSURED <br />Templeton Planning Group <br />20250 Acacia Street, Suite 260 <br />Newport Beach CA 92660 <br />INSURERB:The Travelers indemnity Company of 25682 <br />INSURER C:Continental Casualty Company 20443 <br />INSURER D: <br />INSURER E: <br />INSURER F: <br />rnvconn_eo CFGTIFICATF N11MRFR•17 GL/AO/PL REVISION NUMBER: <br />V THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD <br />INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS <br />CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, <br />EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, <br />INSR <br />'TR <br />TYPE OF INSURANCE <br />ADDLSUBR <br />POLICY NUMBER <br />POLICY EFF <br />M DO <br />POLICYEXP <br />M DDIYYYY <br />LIMITS <br />X <br />COMMERCIAL GENERAL LIABILITY <br />EACH OCCURRENCE $ 1,000,000 <br />A <br />CLAIMS -MADE ❑X OCCUR <br />D MAGE TO RENTED <br />PREMISES Eii gircurgyang)$ 1,000,000 <br />MED EXP (Any one person) $ 10,000 <br />X <br />6805174L755TCT16 <br />7/1/2016 <br />7/1/2017 <br />PERSONAL &ADV INJURY $ 1,000,000 <br />GEN'L AGGREGATE LIMIT APPLIES PER: <br />GENERAL AGGREGATE $ 2,000,000 <br />PRODUCTS COMP/OP AGO $ 2,000,000 <br />POLICY[X]PRO LJLOC <br />JE <br />$ <br />OTHER: <br />AUTOMOBILE LIABILITY <br />COMBINED SINGLE LIMIT $ 1,000,000 <br />Ea accident <br />BODILY INJURY (Per person) $ <br />B <br />ANY AUTO <br />ALL OWNED SCHEDULED <br />AUTOS AUTOS <br />NON -OWNED <br />X HIRED AUTOS X AUTOS <br />A➢5174L61416GRP <br />7/1/2016 <br />7/1/2017 <br />BODILY INJURY (Per accident) $ <br />PROPERTY DAMAGE $ <br />Per accident <br />UMBRELLA LIAB <br />OCCUR <br />N/A <br />EACH OCCURRENCE $ <br />AGGREGATE $ <br />EXCESS LIAR <br />CLAIMS -MADE <br />DEO RETENTION$ <br />$ <br />WORKERS COMPENSATION <br />AND EMPLOYERS'LIABILITY YIN <br />ANY PROPRIETORIPARTNERIEXECUTIVE <br />N/A <br />STATUTE ORH <br />E.L. EACH ACCIDENT $ <br />E.L. DISEASE - EA EMPLOYE $ <br />OFFICERIMEMBER EXCLUDED? ❑ <br />(Mandatory In NH) <br />N /A <br />E.L. DISEASE - POLICY LIMIT $ <br />If yes, describe under <br />DESCRIPTION OF OPERATIONS below <br />C <br />Professional Liability <br />EEH288316322 <br />11/17/2015 <br />11/17/2017 <br />Per Claim $1,000,000 <br />Aggregate $1,000,000 <br />DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space Is required) <br />Re: As Per Contract or Agreement on File with Insured. City of Santa Ana, its officers, employees, <br />agents, volunteers and representatives are named as additional insureds on General Liability policy if <br />required by written contract per attached endorsement. <br />/ <br />Il $W y c'21 :_—m e�J <br />City of Santa Ana <br />Planning and Building <br />20 Civic Center Plaza <br />P.O. Box 1988 <br />Santa Ana, CA 92702 <br />ACORD 25 (2014/01) <br />INS0250r)14nn <br />SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE <br />THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN <br />Agency ACCORDANCE WITH THE POLICY PROVISIONS. <br />Ross Annex (M-20) <br />AUTHORIZED REPRESENTATIVE <br />,�,--�---- r <br />L Trevino/CHADII <br />© 1988.2014 ACORD CORPORATION. All rights reserved. <br />The ACORD name and logo are registered marks of ACORD <br />
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