HomeMy WebLinkAboutZOO ADVISORSN UNANCE NOT ON FILE N-2019-071
WORK MAY NDJ PROCEED
CLERK OF COUNCIL.
DATE:
�R�_Q5N �\�PR 3 0 2019 AGREEMENT WITH ZOO ADVISORS, LLC.
5&QtCa CAVO'5 THIS AGREEMENT" is made and entered into on this Ist day of April, 2019 by and
between Zoo Advisors LLC., a Pennsylvania Limited Liability Company, ("Consultant"), and the
City of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California ("City"),
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field
conducting an economic impact study of the City's Zoo and preparing a corresponding
report.
S. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject
to the terms and conditions hereinafter set forth, the parties agree as follows:
I. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the economic impact study for the Santa. Ana Zoo and corresponding
report as set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as payment for its services under
this Agreement, the rates and fees outlined in the attached Exhibit A, Consultant
further agrees to accept as total payment for its services for City, compensation not to
exceed twenty-two thousand and one hundred and twenty-five dollars ($22,125).
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment
need not be made for work that fails to meet the standards of performance set forth in
the Recitals, which may reasonably be expected by City.
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3. TERM
This Agreement shall commence on the date first written above for a one (1) year tern
ending March 31, 2020, unless terminated earlier in accordance with Section 15, below. The tern
of this Agreement can be extended by a writing by the City Manager and the City Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire tern of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a mariner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes,, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data that were provided to Consultant by the City. City shall not be limited in any
way in its use of the Documents and Data at any time, provided that any such use not within the
purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents,
volunteers and representatives as additional insured(s) and shall include, but not be
limited to protection against claims arising from bodily and personal injury,
including death resulting therefrom and damage to property, resulting from any act
or occurrence arising out of Consultant's operations in the performance of this
Agreement, including, without limitation, acts involving vehicles. The amounts of
insurance shall be not less than the following: single limit coverage applying to
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bodily and personal injury, including death resulting therefrom, and property
damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the
aggregate. Such insurance shall (a) name the City, its officers, employces, agents,
and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and
(c) contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include
coverage for owned, hired and non -owned automobiles.
C. Worker's Compensation Insurance, In accordance with the provisions of Section
3700 of the Labor Code, Consultant, if Consultant has any employees, is required
to be insured against liability for worker's compensation or to undertake self-
insurance. Prior to commencing the performance of the work Linder this
Agreement, Consultant agrees to obtain and maintain any employer's liability
insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit
of not less than $1,000,000 per claim with $2,000,000 in the aggregate.
C. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
i. Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
ii. Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
iii. Certificates and policies shall state that the policies shall not be canceled or
reduced in coverage or changed in any other material aspect without thirty
(30) days prior written notice to the City.
iv. Where the amounts or coverage provided by the certificates of insurance
provides coverage greater than those listed by this Agreement, the amounts
provided by the certificates of insurance shall be incorporated by reference
into the Agreement.
V. Consultant shall supply City with a filly executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has
been procured and is in force and paid for, the City shall have theright, at the City's
election, to forthwith terminate this Agreement. Such termination shall not affect
Consultant's right lobe paid for its time and materials expended prior to notification
of termination. Consultant waives the right to receive compensation and agrees to
indemnify the City for any work performed prior to approval of insurance by the
City.
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7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terns of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terns of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
&. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
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10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and"or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the sarnc degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information' shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, training, utilization, promotion, ternination or other
employment related activities. Consultant affirms that it is an equal opportunity employer and shall
comply with all applicable federal, state and local laws and regulations.
13, EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terns
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terns or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terns and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
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14. ASSIGNMENT
hnasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services that are the subject to this
Agreement performed by City personnel or by other consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work that fails to meet the standard of performance
specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
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in writing of its inability to obtain or maintain such perinits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director Parks, Recreation
and Community Services Agency
City of Santa Ana
20 Civic Center Plaza (M-23)
P.O. Box 1988
Santa Ana, California 92702
Fax: (714) 571-4211
To Consultant:
David Walsh
President
Zoo Advisors, LLC
113 Tenby Road
Havertown, PA 19083
Email: Diva Islitizooadvisor, com
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana. California 92702
Fax: (714) 647-6515
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
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0
time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Norma Mitre
Acting Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By: < .Ct,l.gta' N , iti�yk- n L.
Laura A. Rossini
Senior Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Lisa Rudloff
CITY OF SANTA ANA
Steven Mendoza
Acting City Manager
C�IIJII.'Y�1111��►IlIA
Executive Director
Parks, Recreation, and Community Services Agency
David Walsh
President
Tax ID# 45-4793822
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EXHfBfT A
SCOPE OF SERVICES
AND
RATES/FEES
LETTER OF AGREEMENT
March 29, 2019
Mr. Ethan Fisher
Zoo Manager
City of Santa Ana - Santa Ana Zoo
1801 E. Chestnut Ave.
Santa Ana, CA 92701
Dear Ethan:
Zoo AovisoRs. LLC
1 13 TENay ROAD
HAVERTOWN, PA 19083
267,438.6015
It is my pleasure to submit this letter of agreement to assist the City of Santa Ana (COSA) by
providing an economic case for Santa Ana Zoo's public support of its master plan. We would
provide the analysis, counsel, and detailed economic impact study to assess and quantify the
impacts of the Zoo's operations and capital spending on the City of Santa Ana as well as Orange
County.
Given our in-depth understanding of the Zoo, its operations, its master plan, and our expertise
providing economic impact research to the industry, we're confident the resulting outcomes will
give you the information you need to position the Zoo for success in securing and growing potential
public funding resources.
City of Santa Ana —Santa Ana Zoo Economic Impact Study Marcie 29, 2019
Zoo Advisors, LLC Page 2
Methodology
Our work includes the following elements:
• Phase 1: Data Gathering and Analysis
• Phase It: Economic Impact Study
• Phase III: Interpretation and Presentation of Findings
Phase I: Data Gathering and Analysis
During the first phase of the engagement (which we have already begun) we will request from
the Zoo a wide-ranging set of historical operating and financial data, as well as the current
master plan iteration of record.
We will consolidate and organize data from disparate sources and operating areas into a
historical dataset of the last three years of operations at the Zoo, which will take into account
attendance, membership, visitor origins, education and volunteer programs, financial
performance, and capital projects.
We will utilize this dataset to update attendance projections associated with the master plan we
previously created, and turn them into a more complete pro forma model. This pro forma
model, which will be approved by the client, will project the operating metrics required for the
economic impact research.
The purpose of this exercise will be to confirm and prepare the data for use in the IMPLAN
input-output model, which is the basis for Phase 11 of the engagement: the economic impact
research.
Phase 11; Economic Impact Study
To adequately measure the economic impact and job creation in different industry segments
attributable to operations and capital investment at the Zoo, our economic impact analysis will
use established economic development practices. In our study we will calculate the direct,
indirect and induced effects of the Zoo using proven input-output methodology and the IMPLAN
economic impact model, Input -Output analysis is a methodology used by economic developers
and governmental agencies to forecast the effects of an economic activity on a particular region
or regions; in this case, the City of Santa Ana and Orange County.
Direct Effects
Economic impact analyses are used to estimate the impact of activity or business on a
region. The economic impact model begins with a delineation of payments between a
regional economy's primary institutions (firms, households, and governments). The system
of economic impacts can be understood by linking the dollar outputs from a given industry
to the dollar inputs required from supporting industries and the dollar inputs required from
households. Every dollar of a new output from an industry is connected to the level of new
support required from related industries and regional households.
Economic impacts are estimated as responses to an external stimulus such as tourism, The
change in final demand for regional production (in the regional market) triggered by the
stimulus is referred to as the direct effect.
City of Santa Ana — Santa Ana Zoo Economic Impact Study March 29, 2019
Zoo Advisors, LLC Page 3
Indirect Effects
To accommodate the newly demanded output, the producers in turn require additional
support from their suppliers, and in order for these suppliers to accommodate the new
demand, they in turn increase purchases accordingly to the relationships in the economic
model from their supporting industries, and so on. This economic increase in output is
known as the indirect effect of the original economic activity.
Induced Effects
Along with direct and indirect effects, an additional level of economic impact happens when
workers from all parts of the process spend a portion of their additional labor income (and
non -labor income). This household spending then creates new demand from households
supporting industries (e.g., health services, retail purchases, food services, etc.) that sets in
motion successive economic activity. This level of economic activity brought from
household spending is referred to as the induced effect of the initial stimulus.
To conduct this input-output analysis we will use the IMPLAN model, a software used by
economic development professionals across the United States, IMPLAN allows users to develop
input-output models to evaluate the economic impact of business, project, or policy. We will
utilize an IMPLAN methodology known as Analysis -by -Parts, which will provide us more control
over the analysis than the standard industry change methodology. Analysis -by -Parts facilitates
the analysis of the direct, indirect, and induced effects separately.
The outcome of this research will be a detailed report analyzing the direct, indirect, and induced
impacts of Santa Zoo's master plan operations and associated capital efforts over each of the
next 10 years.
Phase III: Interpretation and Presentation of Findings
In the final phase of our engagement, we will organize a conference call or video conference to
discuss and explain the findings, their ramifications, and the optimal way to discuss them with
stakeholders.
As the impact study report itself is dense and detailed, during this phase we will also discuss the
best strategy to create an easier -to -digest "presentation format report" This version of the
report, in which the high-level findings from the full report would be presented in a shorter,
graphical layout, has been demonstrated to be incredibly useful in communicating the full
economic impact of the Zoo's master plan in a compelling and easy -to -understand way.
At the completion of this phase, the Zoo would be equipped with two valuable communications
tools for two separate audiences: the full report (for the economically inclined, detailed
oriented audience), and the presentation report (for those without a financial background who
are more interested in the summary and highlights).
City of Santa Ana —Santa Ana Zoo Economic Impact Study March 29, 2019
Zoo Advisors, LLC Page 4
Deliverables
The final deliverables from this engagement would include:
• A written report detailing all aspects of the methodology, modeling, and outcomes of the
economic impact study; and,
• A "presentation report" summarizing the findings in an appealing, easy -to -read graphic
format.
Zoo Advisors could make additional presentations to interested stakeholders on the findings if
desired.
Timeline
It is anticipated that this project will be completed on the following timeline:
• Phase 1 1.5 Weeks from Receipt of Background Materials
• Phase ❑ 2.5 Weeks After Client Approval of Pro Forma Model
• Phase 111 1.5 Weeks After Client Approval of Economic Impact Report
Timing will be dependent on the availability, quality, and readiness of the input data.
Staffing
David Walsh will manage this project and be involved throughout the engagement. Zachary
Winfield will oversee the data analysis and provide support on the assessment and development of
reports.
City of Santa Ana --Santa Ana Zoo Economic Impact Study March 29, 2019
Zoo Advisors, LLC Page 5
Fees
The estimated fee to complete the study as outlined above is 22 125. This fee does not include any
trips for presentations anti meetings, if any are desired by COSA, nor out-of-pocket expenses
associated with the trips. If the meetings are necessary, we will work with you to manage and
minimize these expenses.
Our fee breakdown is as follows:
Task
Quantity
Unit
Rate
Fee
Background Data Acquisition and Preparation
20
Hours
$165
$3,300
Master Plan Projection Modeling
30
Hours
$165
$4,950
IMPLAN Data Modeling
20
Hours
$165
$3,300
Economic & Tourism Impact Analysis
30
Hours
$165
$4,950
Reporting & Quality Control
25
Hours
$165
$4,125
IMPLAN Software Fee
1
Proiect Credit
51,500
51,500
Thankyou for this opportunity to continue to work with you. Please call or e-mail me with any
questions or concerns. I can be reached at 267-438.6015 or via e-mail at dvvalsh'ibzooadv' urs Corn.
Sincerely,
David Walsh
President
AGREED AND ACCEPTED BY:
For City of Santa Ana
For Zoo Advisors, LLC
David Walsh, President
Date
March 29, 2019
Date
ACC)Roe CERTIFICATE OF LIABILITY INSURANCE
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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: It the certificate holder Is an ADDITIONAL INSURED, the pollcy(les) must have ADDITIONAL INSURED provisions or be endoreed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement an
this certificate does not confer rights to the certificate holder In Ilex of such endomemen s .
PaooucER
$fa:@falDl ANTHONY GALLIS
1611 SANS SOUCI PARKWAY
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NAME; ANTHONY GALLIS
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INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
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CERTIFICATE HOLDER CANGtLLA I IUPI
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ANHE ABOVE SCRIBED POLICIES BOCANCL BEFORE
7E E E IOTCE LREO IN
CITY OF SANTA ANA, ITS OFFICERS, EMPLOYEES, E PO P IS
AGENTS AND REPRESENTATIVES
15 WEST KELLOGG BLVD
SAINT PAUL. MN 56102
0 198021115 ACORD CORPORATION. All rthts reserved.
ACORD 28 (2016103) The ACORD name and logo are registered marks of ACORD
1001� 132848.12 03-10-2U16
VD Policy No. 98 CXE014 2 6109-FB9F CMP-478Page I of 6
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY
CMP-4786 ADDITIONAL INSURED — OWNERS, LESSEES, OR CONTRACTORS
(Scheduled)
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM
6YH:I��l1A�
Policy Number: 98 CXE014 2
Named Insured:
ZOO ADVISORS, LLC
113 TENBY RD
HAVERTOWN PA 19083-5427
Name And Address Of Additional Insured Person Or Organization:
CITY OF SANTA ANA, ITS OFFICERS, EMPLOYEES, AGENTS AND
REPRESENTATIVES
20 CIVIC CENTER PLAZA
SANTA ANA CA 92701-4058
SECTION II — WHO IS AN INSURED of
SECTION 11 — LIABILITY is amended to in-
clude, as an additional insured, any person
or organization shown in the Schedule, but
only with respect to liability for "bodily in-
jury", "property damage", or "personal and
advertising injury" caused, in whole or in
part, by:
b. Products -Completed Operations
"Your work" performed for that additional
insured and included in the "products -
completed operations hazard".
2. Any insurance provided to the additional in-
sured shall only apply with respect to a claim
made or a "suit" brought for damages for
which you are provided coverage.
a. Ongoing Operations 3. Primary Insurance. The insurance afforded
the additional insured shall be primary insur-
(1) Your acts or omissions; or ance. Any insurance carried by the additional
insured shall be noncontributory with respect
(2) The acts or omissions of those acting to coverage provided by you.
on your behalf; There will be no refund of premium in the event
in the performance of your ongoing opera- this endorsement is cancelled.
tions for that additional insured; or All other policy provisions apply.
CMP4786 10.0,61104� "3.1 1�0-223-2013
0, Copyright, State Farm Mutual Automobile Insurance Company, 2008�" ���ppV V . S
Includes copyrighted material of Insurance Services Office, Inc., with its ptz8r p orr. /14
Q�GgPJ
Zoo Advisors LLC
113 Tenby Rd
Havertown, PA 19083
(OVER)
Pagel of 3
SWIF - POL077A
pennsAvania
DEPARTMENT OF LABOR & INDUSTRY
STATE WORKERS' INSURANCE FUND
CERTIFICATE OF INSURANCE
Certificate Issued to:
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
This is to certify that Policy Number 06259400 issued in the name of:
Zoo Advisors LLC
113 Tenby Rd
Havertown, PA 19083
Is in force on the date hereof, as follows
Kind of Insurance: Workers' Compensation and Employers Liability
Policy Period: Effective: 03/06/2019 at 12:01 AM
Expiration: 03/06/2020 at 12:01 AM
Limits of Liability: Workers' Compensation Insurance fully complies with the provisions of the
Pennsylvania Workers' Compensation Act and the Pennsylvania Occupational Disease Act as
re-enacted.
Employers Liability Insurance:
Bodily Injury by Accident $100,000 Each Accident
Bodily Injury by Disease $100,000 Each Employee
Bodily Injury by Disease $500,000 Policy Limit
Job/Site Memo: Certificate covers only Pennsylvania Employees.
***BE ADVISED THAT THIS POLICY ONLY COVERS SALES AND/OR CLERICAL. IF THE
EMPLOYEES ARE PERFORMING ANY OTHER FUNCTION, PLEASE NOTIFY SWIF.***
Description of Work Covered:
0951 SALESPERSON - OUTSIDE
day' �
Coverage includes all operations incidental to the business of the insured f®or �P Mania
employees only and includes Pennsylvania employees whose duties requiT"" m to go beyo
the territorial limits of the Commonwealth as provided by Section 305.2 of Pennsylvania
Compensation Act as amended. G,\e
ca\p
30-Day Cancellation Clause: In accordance with the procedures forgaftellatig tko�81ate
Workers' Insurance Fund will endeavor to give 30 days notice before the cancel 1 n becomes
effective. However, the policyholder may cancel forthwith without prior notice to SWIF.
SWIF - POL077A Page 2 of 3
Department of Labor & Industry I State Workers' Insurance Fund 1 100 Lackawanna Avenue
P.O. Box 5100 1 Scranton, PA 18505-5100 1 570-963-4635 1 www.dli.state.pa.us/swif
Auxiliary aids and services are available upon request to individuals with disabilities.
Equal Opportunity Employer/Program
Pennsylvania
DEPARTMENT OF LABOR & INDUSTRY
STATE WORKERS'INSURANCE FUND
Issued: 05/07/2019
Copy To: Zoo Advisors LLC
CERTIFICATE OF INSURANCE
(CONTINUED)
Underwriting Division
State Workers' Insurance Fund
06V - S
e`�`e� 0
SWIF - POL077A Page 3 of 3
Department of Labor & Industry I State Workers' Insurance Fund 1 100 Lackawanna Avenue
P.O. Box 5100 1 Scranton, PA 18505-5100 1 570-963-4635 1 www.dli.state.pa.us/swif
Auxiliary aids and services are available upon request to individuals with disabilities.
Equal Opportunity Employer/Program