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Home My WebLink AboutLIEBERT CASSIDY WHITMORE (3)INSURANCE NOT ON FILE q-2021-276 WORK MAY N0T PROCEED CLERK OF COUNC�II� FIRST AMENDMENT TO DATE. GAL SERVICES AGREEMENT WITH LIEBERT CASSIDY WHITMORE THIS FIRST AMENDMENT TO AGREEMENT is entered into this 21 st day of December 2021, by and between Liebert Cassidy Whitmore ("Attorneys"), and the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California ("City"). Consultant and City are also referred to herein as "Parties" or individually as a "Party." II UA IAO 34�w Ae1Sia_, CQY�'0- RECITALS A. On July 20, 2021, the City and Attorney entered into a legal services agreement A-2021-138 for Attorney to provide Human Resources advice, conducting personnel investigations, labor negotiations and employee relations legal services on an as -needed basis for the City. e`a c® B. The parties desire to amend the Agreement to increase the compensation and to amend ® the term of the Agreement. z THE PARTIES THEREFORE AGREE: 1. Section 2, PAYMENT FOR SERVICES RENDERED, subsection b, shall be amended to increase the total amount authorized for services from one hundred thousand dollars ($100,000) to three hundred thousand dollars ($300,000) over the term of the Agreement. 2. Section 6, TERM, is amended to change the termination date from July 19, 2024 to June 30, 2024. 3. Except as hereinabove modified, the terms and conditions of said Agreement remain unchanged and in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement the date and year first above written. ATTEST: Daisy Gomez Clerk of the Council APPROVED AS TO FORM: Sonia R. Carval(bo�o,, City Attorney Ol a."N- IV.- Laura A. Rossini Chief Assistant City Attorney [Signatures continue on the next page] CITY OF SANTA ANA Kristine Ridge City Manager CASSIDY WHITMORE Page 1 of 2 RECO NDED FOR APPROVAL: J n otsick xecutive Director Human Resources Department Page 2 of 2 Ejhjubmmz!tjhofe!cz!Gsbodjof!S/! Gsbodjof!S/! Wjmmbsfbm! Ebuf;!3133/12/16!21;34;23!.19(11( Wjmmbsfbm LIEBCAS-01YCORATHERS DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 12//2021 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: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT June Samarin PRODUCER NAME: PHONEFAX Narver Asssociates Insurance Agency (626)943-2237 (A/C, No, Ext):(A/C, No): 423 McGroarty Street E-MAIL jsamarin@narver.com San Gabriel, CA 91776 ADDRESS: INSURER(S) AFFORDING COVERAGENAIC # Sentinel Insurance Company, Ltd11000 INSURER A : INSURED Federal Insurance Company20281 INSURER B : Aspen Specialty Insurance Company10717 INSURER C : Liebert Cassidy Whitmore 6033 W. Century Blvd. 5th Flr INSURER D : Los Angeles, CA 90045 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD 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. INSRADDLSUBRPOLICY EFFPOLICY EXP TYPE OF INSURANCEPOLICY NUMBERLIMITS LTRINSDWVD(MM/DD/YYYY)(MM/DD/YYYY) 2,000,000 A COMMERCIAL GENERAL LIABILITY X EACH OCCURRENCE$ DAMAGE TO RENTED 1,000,000 CLAIMS-MADEOCCUR X 72SBAAK031812/14/202112/14/2022 $ PREMISES (Ea occurrence) XX 10,000 MED EXP (Any one person)$ 2,000,000 PERSONAL & ADV INJURY$ 4,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- 4,000,000 X POLICYLOC PRODUCTS - COMP/OP AGG$ JECT OTHER:$ COMBINED SINGLE LIMIT 2,000,000 A AUTOMOBILE LIABILITY $ (Ea accident) ANY AUTO 72SBAAK031812/14/202112/14/2022 BODILY INJURY (Per person)$ OWNEDSCHEDULED AUTOS ONLYAUTOSBODILY INJURY (Per accident)$ PROPERTY DAMAGE HIREDNON-OWNED XX (Per accident)$ AUTOS ONLYAUTOS ONLY $ 4,000,000 A XX UMBRELLA LIABOCCUR EACH OCCURRENCE$ 72SBAAK031812/14/202112/14/2022 4,000,000 EXCESS LIABCLAIMS-MADE AGGREGATE$ 10,000 X DEDRETENTION$ $ PEROTH- WORKERS COMPENSATION B X STATUTEER AND EMPLOYERS' LIABILITY Y / N 7175-05954/1/20214/1/2022 1,000,000 X ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Professional Liab.LRA9AF82012/10/202112/10/2022 Each Claim5,000,000 C DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, its officers, officials, employees and agents are Additional Insured as respects attached General Liability Form SS 00 08, perwritten contract or agreement. Such insurance is primary and non-contributory as per attached General Liability form SS 00 08. Waiver of subrogation applies as per attached General Liability form SS 00 08 and Workers Compensation form WC 90 03 75. CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Risk Management Division 20 Civic Center Plaza, 4th Flr AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. 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Tvdibnpvoutibmmcfbqbsupgboeopujo! tbnfpsdpoofdujohmput-psqsfnjtft! beejujpoupuifMjnjutpgJotvsbodftipxojo! xiptfdpoofdujpojtjoufssvqufepomzczb! uif!Efdmbsbujpot!boeeftdsjcfejouijt!Tfdujpo/ tusffu-spbexbzpssjhiu.pg.xbzpgb sbjmspbe/ GpsnTT!1119!1516 y Ejhjubmmz! LIEBCAS-01YCORATHERS DATE (MM/DD/YYYY) Bohjf! tjhofe!cz! CERTIFICATE OF LIABILITY INSURANCE 4/8/2022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS Bohjf!Bdfwfep! 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 Bdfwfe Ebuf;! REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. 3133/15/23! If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). p CONTACT 1:;43;44!.18(11( June Samarin PRODUCER NAME: PHONEFAX Narver Asssociates Insurance Agency (626) 943-2237 (A/C, No, Ext):(A/C, No): 423 McGroarty Street E-MAIL jsamarin@narver.com San Gabriel, CA 91776 ADDRESS: INSURER(S) AFFORDING COVERAGENAIC # Sentinel Insurance Company, Ltd11000 INSURER A : INSURED Federal Insurance Company20281 INSURER B : Aspen Specialty Insurance Company10717 INSURER C : Liebert Cassidy WhitmoreLiebert Cassidy WhitmoreLiebert Cassidy Whitmore 6033 W. Century Blvd. 5th Flr6033 W. Century Blvd. 5th Flr National Specialty Insurance Company22608 INSURER D : Los Angeles, CA 90045 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD 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. INSRADDLSUBRPOLICY EFFPOLICY EXP TYPE OF INSURANCEPOLICY NUMBERLIMITS LTRINSDWVD(MM/DD/YYYY)(MM/DD/YYYY) 2,000,0002,000,000 A COMMERCIAL GENERAL LIABILITYCOMMERCIAL GENERAL LIABILITY X EACH OCCURRENCE$ DAMAGE TO RENTED 1,000,000 CLAIMS-MADEOCCUR X 72SBAAK031812/14/202112/14/202212/14/202112/14/2022 $ PREMISES (Ea occurrence) XX 10,000 MED EXP (Any one person)$ 2,000,000 PERSONAL & ADV INJURY$ 4,000,0004,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- 4,000,000 X POLICYLOC PRODUCTS - COMP/OP AGG$ JECT OTHER:$ COMBINED SINGLE LIMIT 2,000,0002,000,000 A AUTOMOBILE LIABILITYAUTOMOBILE LIABILITY $ (Ea accident) ANY AUTO 72SBAAK031812/14/202112/14/2022 BODILY INJURY (Per person)$ OWNEDSCHEDULED AUTOS ONLYAUTOSBODILY INJURY (Per accident)$ PROPERTY DAMAGE HIREDNON-OWNED XX (Per accident)$ AUTOS ONLYAUTOS ONLY $ 4,000,000 A XX UMBRELLA LIABUMBRELLA LIABOCCUR EACH OCCURRENCE$ 72SBAAK031812/14/202112/14/2022 4,000,0004,000,000 EXCESS LIABCLAIMS-MADE AGGREGATE$ 10,000 X DEDRETENTION$ $ PEROTH- WORKERS COMPENSATIONWORKERS COMPENSATIONWORKERS COMPENSATION B X STATUTEER AND EMPLOYERS' LIABILITYAND EMPLOYERS' LIABILITY Y / N 7175-05954/1/20224/1/2023 1,000,0001,000,000 X ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ Professional Liab.Professional Liab.LRA9AF82112/10/202112/10/2022 Each Claim5,000,0005,000,000 C Cyber LiabilityCyber LiabilityBLU-CB-QG5CGLU0B12/14/202112/14/2022 Aggregate3,000,0003,000,000 D DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, its officers, officials, employees and agents are Additional Insured as respects attached General Liability Form SS 00 08, perwritten contract or agreement. Such insurance is primary and non-contributory as per attached General Liability form SS 00 08. Waiver of subrogation applies as per attached General Liability form SS 00 08 and Workers Compensation form WC 90 03 75. CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa AnaCity of Santa AnaCity of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Risk Management DivisionRisk Management DivisionRisk Management Division 20 Civic Center Plaza, 4th Flr20 Civic Center Plaza, 4th Flr AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 ACORD 25 (2016/03)© 1988-2015 ACORD CORPORATION. All rights reserved. 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Tvdibnpvoutibmmcfbqbsupgboeopujo! tbnfpsdpoofdujohmput-psqsfnjtft! beejujpoupuifMjnjutpgJotvsbodftipxojo! xiptfdpoofdujpojtjoufssvqufepomzczb! uif!Efdmbsbujpot!boeeftdsjcfejouijt!Tfdujpo/ tusffu-spbexbzpssjhiu.pg.xbzpgb sbjmspbe/ GpsnTT!1119!1516 NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Liebert Cassidy Whitmore Name: Project A-2021-276 Number: Project First Amendment To Legal Services Agreement With Liebert Name: Cassidy Whitmore The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION COI TYPE OF INSURANCE FILE NAME NUMBER DATE DATE LCW cert - city of AUTOMOBILE LIABILITY 72SBAAK0318 12/14/2023 12/14/2022 Santa Ana.pdf LCW cert - city of GENERAL LIABILITY 72SBAAK0318 12/14/2023 12/14/2022 Santa Ana.pdf LCW cert - city of PROFESSIONAL LIABILITY LAW21639 12/10/2023 12/14/2022 Santa Ana.pdf Liebert Cassidy WORKERS COMPENSATION AND Whitmore COI 71750595 04/01/2023 04/08/2022 EMPLOYERS' LIABILITY Exp 12-14-21 RMD04122022.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 12/19/2022 12:51 PM NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Liebert Cassidy Whitmore Name: Project A-2021-276 Number: Project First Amendment To Legal Services Agreement With Liebert Name: Cassidy Whitmore The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE LCW cert - AUTOMOBILE LIABILITY 72SBAAK0318 12/14/2023 12/14/2022 city of Santa Ana.pdf LCW cert - GENERAL LIABILITY 72SBAAK0318 12/14/2023 12/14/2022 city of Santa Ana.pdf LCW cert - PROFESSIONAL LIABILITY LAW21639 12/10/2023 12/14/2022 city of Santa Ana.pdf LCW WORKERS COMPENSATION AND certificate - 71750595 04/01/2024 03/27/2023 EMPLOYERS' LIABILITY city of Santa Ana.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 4/5/2023 6:09 PM