HomeMy WebLinkAboutURBAN FUTURES, INC. (3) A-2020-148-02
MAYOR Ur s.iN1
Valerie Amezcua � ACTING CITY MANAGER
MAYOR PRO TEM A `;' �" '• Alvaro Nunez
.mac CITY ATTORNEY
Thai Viet Phan
COUNCILMEMBERS l Sonia R.Carvalho
Phil Bacerra ` .•.` - k CITY CLERK
Jessie Lopez >� Jennifer L.Hall
Johnathan Ryan Hernandez 1< h
David Penaloza
Benjamin Vazquez cn-y OF SANTA ANA
INSURANCE ON FILE
WORK MAY PROCEED Finance & Management
UNTIL INSURANCE EXPIRES Services Agency
CITY CLERK
DATE: 0 6 20 Civic Center Plaza•P.O.Box 1988
JUL 1 2024 Santa Ana,California 92702
b.•FN`SAC°) www.santa-ana.orq
Ceps;t t'�eZ� tr v
June 14,2024
Urban Futures, Inc.
17821 E. 17th Street, Suite 245
Tustin,CA 92780
Attn: Michael Busch, CEO
Re: Extension of Agreement(A-2020-148)for Financial Advisory and Dissemination
Agent Services
Dear Mr. Busch:
Pursuant to Section 3 ("Term") of the above-referenced Agreement, entered into by Urban Futures,
Inc.,and the City of Santa Ana,dated July 7,2020,the time period of the Agreement is hereby extended
for an additional and final one(1)year period,from July 7,2024 through June 30,2025. Any insurance
certificates are required to be extended and/or renewed to cover this extension. All other terms and
conditions of the Agreement remain unchanged and in full force and effect.
Sincerely,
Kal.i owns(Jun 17,2024 10:02 PDT)
Kathryn Downs
Executive Director
Finance& Management Services
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SANTA ANA CITY COUNCIL
Vaiene Amaze. Thai Vial Phan Benjamin Vazquez Jessie L
Mayor Mayor Pro Tern,Ward I - Phil Bacerra Johnathan R n HernandezDavid Penaloza
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CITY OF SANTA ANA ATTEST
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Alvaro Nunez/ ......--. .A.
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Acting City Manager I _Ill ( . .L 4 Ci i -r.
APPROVED AS TO FORM U B N F URES, NC.
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/Jonathan T.Martinez Michael Busch
Assistant City Attorney Chief Executive Officer
SANTA ANA CITY COUNCIL
Valens Amezcua Thai Viet Phan Benjamin Vazquez Jessie Lope.:
Mayor Mayer Pro Tern.Ward I Ward 2 P Phil a 4 Jahnathan Ryan Hernandez DaW,dad 6le7a
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AC Ro o® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DDIYYYY)
L../ 05/23/2024
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(les) 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 hold ri in lieu of succchh!`eennddorrsementt(s).�J
PRODUCER Dig it*• rsi n d
Michael Geffre Insurance ency • �iF'HONZQ L 9-494-77261 Iac,No): 949.494-4481
32392 Coast Hwy Ste 260M 1 g i e _ by.A l e
Laguna Beach,CA 92651 INSURER 5 AFFORDING COVERAGE NAIC#
Ace OA: ATEGRITY SPECIALTY INSURANCE CO 16427
INSURED Ce V e d 0 IM R �fMID-CENTURYINSURANCE COMPANY 21687
URBAN FUTU N Datel;•'� :`t'��.3'dINSURANCECOMPANY 10673
dba ISOM AD IS R INS R D: WE TCHFFSTER SURPLUS LINES 10172
oO n
1470 MARIA LANE,SUITE 315 Zs r RITERS AT LLOYDS OF LONDON 15792
WALNUT CREEK,CA 94596 INSURER F:
COVERAGES CERTIFICATE 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.
INSR ADDL SUER POLICY EFF POLICY EXP
LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MMIDOIYYYYI (MMIDDIYYYYI LIMITS
X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000
A 1 CLAIMS-MADE X OCCUR Y Y 01-C-PK-P20094043-0 12/27/202312/27/2024 DAMAGETORENTED 100,000
PREMISES(Ea occurrence) $ :
MED EXP(Any one person) _ $ 5,000
PERSONAL&ADV INJURY $ 1,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000
X POLICY of LOC PRODUCTS-COMP/OPAGG $ Not Covered
OTHER: $
B AUTOMOBILE LIABILITY (Ee eocltleop INGLE LIMIT $ 1,000,000
ANY AUTO BODILY INJURY(Per person) $
- OWNED X SCHEDULED 605900024 03/11/202403/11/2025 BODILY INJURY(Per accident) $
AUTOS ONLY NUTOS _
HIRED AU OS NLY PROPERTYaccident)
DAMAGE
.X AUTOS ONLY X AUTOS ONLY (Per accident) $ _
$
UMBRELLALIAB OCCUR EACH OCCURRENCE $ 2,000,000
C X EXCESSLIAB CLAIMS-MADE XPA0010121 12/27/202312/27/2024 AGGREGATE __$ 2,000,000
DED RETENTION$ $
WORKERS COMPENSATION I PER OTH-
ANDEMPLOYERS'LIABILITY YIN STATUTE ER
OFFICER/MEMB REXCLUDED7 ECUTIVE NIA EL.EACH ACCIDENT $
(Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $
if yes,describe under
DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $
A SEXUAL/PHYSICAL ABUSE 01-C-PK-P20094043-0 12/27/202312/27/2024 LIMIT $25K/$50K
D PROFESSIONAL LIABILITY G74382708002 12/23/202312/23/2024 PER OCCURRENCE $2,000,000
E CYBER LIABILITY E5M0039844278 12/23/202312/23/2024 LIMIT $2,000,000
DESCRIPTION OF OPERATIONS!LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required)
COMMERCIAL GENERAL LIABILITY DEDUCTIBLE$500 PER CLAIMANT I..
BLANKET ADDITIONAL INSURED,WAIVER OF SUBROGATION AND PRIMARY&NONCONTRIBUTORY
CERTIFICATE HOLDER CANCELLATION
CITY OF SANTA ANA
RISK MANAGEMENT DIVISION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN
20 CIVIC CENTER PLAZA,4TH FLOOR ACCORDANCE WITH THE POLICY PRC` 7
SANTA ANA,CA 92701 RIAManagemeatDMWsion c.
S
THORROOREPRES ATIVE...7Yr Risk Management Specialist
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ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
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