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HomeMy WebLinkAboutHENNESSEY & HENNESSEY LLC (4)A-2021-221-03A MAYOR Valerie Amezcua MAYOR PRO TEM Thal Viet Phan COUNCILMEMBERS Phil Became Johnsthen Ryan Hernandez Jessie Lopez David Penaloza Benjamin Vazquez CITY OF SANTA ANA INSURANCE ON FILE WORK MAY PROCEED PUBLIC WORKS AGENCY UNTIL INSURANCE EXPIRES 20 Civic Center Plaza . P.O. Box 1988 I10I2s Santa Ana, California 92702 051 www.santa-ana.orn CITY CLERK DATE. DEC D 2 2024 November 14, 2024 Sharon Hennessey, President Hennessey & Hennessey LLC 17602 17th Street, Suite 102-246 Tustin, CA 92780 CITY MANAGER Alvaro Nunez CITY ATTORNEY Sonia R. Carvalho CITY CLERK Jennifer L. Hall O• PWA(z) fu�ba+(Ix� Re: Extension of Agreement (A-2021-221-03) to Provide On Call Property Appraisal Services Nwk'A Pursuant to Section 3 ("Term' of the above -referenced Agreement, entered into by Hennessey & Hennessey LLC ("Consultant'), and the City of Santa Ana, dated November 16, 2021, the term of the Agreement is hereby extended for an additional one-year period through November 15, 2025. Any insurance certificates are required to be extended and/or renewed to cover this extension. All other terms and conditions of the Agreement, as amended, remain unchanged and in full force and effect. Sincerely, 4k- 4 hr /& Nabil Saba, PE U—Executive Director, Public Works Agency CITY OF ANTA AN Alvaro Nunez City Manager APPROVED AS TO FORM K�" Nellesen ?assistant City Attorney ATTEST c: t HENNESSEY & HENNESSEY LLC g Title: h1ppi SANTA ANA CITY COUNCIL WWII l.Rget a TNI V., Pm. Ban,amin Vayquey Jason Lop PI, IO bllnol^an Ryan RlMnEai paNs 1layor Mayer Re T<m, NSre1 Wcd2 warty wbrJ4 WONS "..Cc Ynmeyeua.Haa-iasn,am 19:21pgyeala•oco cre boa a[Rnnla- relxe>&,m4+a e4a„amee:ean a- Wennammtle.8.vnp.nna an Y i.,nabze@ ea�•yneom AC4[?20 CERTIFICATE OF LIABILITY INSURANCE DAM(MMIDD/YYYY) llk� 1 05/03/2024 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(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 PRODUCER StateFarfn Terry Bradshaw, Ag/m�t Lie. #0B80831 Villa Santiago Blv/,`uite o Villa Park, CA 928 \� ■ ) INSURED Hennessey & Hennessey, LLC 17602 17th Street, Suite 102-2 Tustin, CA 92780 A in lieu of such endorsemf 1t(.a). CONTAcr Kal -_Vasquez • PHONE 7 4-637 p AIC No Est: ECM ply ■ A cc. karE ( ate V -F THIS IS TO CERTIFY THAT THE POLICIES OF I RAN LISTED BELOVIMAVE-7-An ISS D TO 11,1 VE F " T E A&VERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITIO'. OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFr RDE' BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY I AVF ,EEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADD INSD US WVD — POLICY NUMBER POLICY EF MMIDO MIDO LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR EACH OCCURRENCE $ 1,000,000 ED PREMISES mm $ 300,000 MED EXP (Any me person) $ 5,000 PERSONAL& ADV INJURY $ 1,000,000 A Y Y 92-CZ-W382-6 05/16/2024 05/16/2025 AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 GEN'L POLICY PRO- JECT LOC X PRODUCTS - COMPIOP AGG $ 2,000,000 $ OTHER: AUTOMOBILE LIABILITY 4717092-E19-75H 05/16/2024 05/1612025 EOMaBIINdmb ED SINGLE LIMIT $ 1,000,000 BODILY INJURY (Per person) $ ANY AUTO B OWNED SCHEDULED AUTOS ONLY AUTOS Y Y BODILY INJURY (Per $ HIRED AUTOS ONLY X AUTOS ONLY X Per accident) $ X UMBRELLA LIAR X OCCUR EACH OCCURRENCE $ 2,000,000 AGGREGATE $ 2,000,000 A ESS L EXCIAB CLAIMS -MADE N N 92-CZ-W386-5 05/16/2024 05/16/2025 DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNEWEXECUTIVE YIN OFFICERIMEMBER EXCLUDED? � NIA PER OTH- $ E.L. EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE -POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, officers, agents, employees, and volunteers are named as additionally insured on this policy pursuant to written contract, agreement, or memorandum of understanding. Such insurance as is afforded by this policy shall be primary, and any insurance canted by City shall be excess and noncontributory Certificate Of Insurance shall provide thirty (30) day prior written notice of cancellation Project Number. A-2021-221-03 Gf•]111ygN City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana, CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL RE DELIVEREn IN ACCORDANCE WITH THE POLICY PR( AUTHORIZED REPRESENTATIVE Ka".11 la4 ©1988-2015 AC( ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD APPROV®BY: 7tIrkMNlag�mlmtD[vlefpn 3t&, REVIEWED6 Risk Managemen[Spedalist or 1001486 132849.14 04-13-2022 CERTIFICATE OF INSURANCE Producer: Issue Date: 09/22/2023 This Certificate is issued as a matter of information only and LIA ADMINISTRATORS & INSURANCE SERVICES confers no rights upon the Certificate Holder. This Certificate P.O. Box 1319 does not amend, extend or alter the coverage afforded by the Santa Barbara, CA 93102-1319 policy below. Insured: 115805 HENNESSEY & HENNESSEY,LLC 17602 17th St Ste 102 Box 246 Tustin, CA 92780 COMPANY AFFORDING COVERAGE Aspen American Insurance Company Authorized Representative This is to certify that the policy of insurance listed below has been issued to the Insured named above for the policy period indicated. Notwithstanding any requirement, tens of condition of any contract or other document with respect to which this Certificate may be issued or may pertain, the insurance afforded by the policy described herein is subject to all the terms, exclusions and conditions of such policy. Limits shown may have been reduced by paid claims. DISCLAIMER: This certificate of insurance does not affirmatively or negatively amend, extend, or alter the coverage afforded by the insurance policy. TYPE OF INSURANCE Professional Liability POLICY NUMBER I EFFECTIVE DATE I EXPIRATION DATE AAI003271-09 1 11/01/2023 1 11/01/2024 Description of Operations/Locations/Spmial Items: REAL ESTATE APPRAISERS PROFESSIONAL T IARII ITY INSURANCE Certificate Holder: City of Santa Ana/ Risk Management Division 20 Civic Center Plaza Santa Ana, CA 97201 LIA0001 (11/97) LIMI-I'S Claim $ 1,000,000 ral Aggregate $ 2,000,000 Cancellation: SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE P---------------- o AatnEvuEoev: Ruk Management Speciakst POLICYHOLDER COPY P.O. BOX 8192, PLEASANTON, CA 94588 CERTIFICATE OF WORKERS' COMPENSATION INSURANCE ISSUE DATE: 07-01-2024 GROUP: POLICY NUMBER: 1354526-2024 CERTIFICATE 10: 104 CERTIFICATE EXPIRES: 07-01-2025 07-01-2024/07-01-2025 CITY OF SANTA ANA SP 20 CIVIC CENTER PLZ SANTA ANA CA 92701-4058 This is to certify that we have issued a valid Workers' Compensation insurance policy in a form approved by the California Insurance Commissioner to the employer named below for the policy period indicated. This policy is not subject to cancellation by the Fund except upon 30 days advance written notice to the employer. We will also give you 30 days advance notice should this policy be cancelled prior to its normal expiration. This certificate of insurance is not an insurance policy and does not amend, extend or alter the coverage afforded by the policy listed herein. Notwithstanding any requirement, term or condition of any contract or other document with respect to which this certificate of insurance may be issued or to which it may pertain, the insurance affordedbythe policydescribedherein is subject to all the terms, exclusions, and conditions, of such policy. Authorized Representative/ President and CEO EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE. ENDORSEMENT #0015 ENTITLED ADDITIONAL INSURED EMPLOYER EFFECTIVE 2023-07-01 IS ATTACHED TO AND FORMS A PART OF THIS POLICY. NAME OF ADDITIONAL INSURED: CITY OF SANTA ANA ENDORSEMENT #20SS ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 07-01-2023 IS ATTACHED TO AND FORMS A PART OF THIS POLICY. ENDORSEMENT N1951 - SHARON HENNESSEY, MGRMBR - EXCLUDED. EMPLOYER HENNESSEY & HENNESSEY LLC 17802 17TH ST STE 102-246 TUSTIN CA 92780 SIP SIP RialeMancgemmtDivistnn . REVIEWED & APPROVm BY: ® Risk Management Specialist IREv.7-20141 PRINTED : 07-01-2024 Policy No. 92-CZ-W382-6 CMP-4787 Page 1 of 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY CMP-4787 WAIVER OF TRANSFER OF RIGHTS OR RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Policy Number: 92-CZ-W382-6 Named Insured: HENNESSEY & HENNESSEY, LLC 17602 17TH ST STE 102-246 TUSTIN CA 92780-7915 Name And Address Of Person Or Organization: CITY OF SANTA ANA, OFFICERS, AGENTS, EMPLOYEES, AND VOLUNTEERS ARE NAMED AS ADDITIONALLY INSURED ON THIS POLICY PURSUANT TO WRITTEN CONTRACT, AGREEMENT, OR MEMORANDUM OF UNDERSTANDING. SUCH INSURANCE AS IS AFFORDED BY THIS POLICY SHALL BE PRIMARY, AND ANY INSURANCE CARRIED BY CITY SHALL BE EXCESS AND NONCONTRIBUTORY RISK MANAGEMENT 20 CIVIC CENTER PLZ SANTA ANA CA 92702 The following is added to Paragraph 10.b. of SECTION I AND SECTION II — COMMON POLICY CONDITIONS: We waive any right of recovery we may have against the person or organization shown in the Schedule because of payments we make for injury or damage arising out of: a. Your ongoing operations; or b. "Your work" done under contract with that person or organization and included in the "products - completed operations hazard". This waiver applies only to the person or organization shown in the Schedule. All other policy provisions apply. CMP-4787 1006225 137715.1 11-19-2013 ®, Copyright, State Farm Mutual Automobile Insurance Company, Includes copyrighted material of Insurance Services Office, Inc., with its permission. 18ak Management DMslan BY: `®REVIEWED&APPRO A+Ju A4 �� Risk Marmgement Spedalist Policy No. 92-CZ-W382-6 CMP-4786A Page 1 of 2 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CMP-4786.1 ADDITIONAL INSURED — OWNERS, LESSEES, OR CONTRACTORS (Scheduled) This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE Policy Number; 92—CZ—w382-6 Named Insured: HENNESSEY & HENNESSEY, LLC 17602 17TH ST STE 102-246 TUSTIN CA 92780-7915 Name And Address Of Additional Insured Person Or Organization: CITY OF SANTA ANA, OFFICERS, AGENTS, EMPLOYEES, AND VOLUNTEERS ARE NAMED AS ADDITIONALLY INSURED ON THIS POLICY PURSUANT TO WRITTEN CONTRACT, AGREEMENT, OR MEMORANDUM OF UNDERSTANDING. SUCH INSURANCE AS IS AFFORDED BY THIS POLICY SHALL BE PRIMARY, AND ANY INSURANCE CARRIED BY CITY SHALL BE EXCESS AND NONCONTRIBUTORY RISK MANAGEMENT 20 CIVIC CENTER PLZ SANTA ANA CA 92702 1. SECTION II — WHO IS AN INSURED of SECTION II — 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 injury', "property damage", or "personal and advertis- ing injury" caused, in whole or in part, by: a. Ongoing Operations (1) Your acts or omissions; or (2) The acts or omissions of those acting on your behalf; in the performance of your ongoing opera- tions for that additional insured; or It. Products — Completed Operations "Your work" performed for that additional insured and included in the "products - completed operations hazard". However, Paragraph 1. above is subject to the following: a. The insurance afforded to the additional insured only applies to the extent permit- ted by law, b. If coverage provided to the additional in- sured is required by a contract or agree- ment, the insurance provided to the additional insured will not be broader than that which you are required by the contract or agreement to provide for such addition- al insured; and c. If the contract or agreement between you and the additional insured is governed by California Civil Code Section 2782 or 2782.05, the insurance provided to the additional insured is the lesser of that which: (1) Is allowed for the satisfaction of a de- fense or indemnity obligation by Cali- fornia Civil Code Section 2782 or 2782.05 for your sole liability; or (2) You are required by contract or agreement to provide for such addi- tional insured. We have no duty to defend or indemnify the additional insured under this endorsement un- til a claim or "suit" is tendered to us. 0. Copyright, State Farm Mutual Automobile Insurance Company, 2013 Includes copyrighted material of Insurance Services Office, Inc., with its permission. CONTINUED a Riak Mawgement Dhisian Rr EwED & APPRw By. c Risk Management SpeuMo 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. 3. With respect to the insurance afforded to the additional insured, the following is added to SECTION II — LIMITS OF INSURANCE: If coverage provided to the additional insured is required by contract or agreement, the most we will pay on behalf of the additional insured will be the lesser of the amount of insurance: a. Required by the contract or agreement; or b. Available under the applicable Limits Of 5. Insurance shown in the Declarations. This endorsement shall not increase the ap- plicable Limits Of Insurance shown in the Declarations. 4. With respect to the insurance afforded to the additional insured, the following is added to Paragraph 3. Duties In The Event Of Occur- rence, Offense, Claim Or Suit of SECTION II — GENERAL CONDITIONS: The additional insured must: a. See to it that we are notified as soon as practicable of an 'occurrence" or an of- fense which may result in a claim. To the extent possible, notice should include: (1) How, when and where the "occur- rence" or offense took place; (2) The names and addresses of any in- jured persons and witnesses; and CMP-4786.1 CMP-4786.1 Page 2 of 2 (3) The nature and location of any injury or damage arising out of the "occur- rence" or offense; b. Tender the defense and indemnity of any claim or "suit' to us and to all other insur- ers who may have insurance potentially available to the additional insured; and c. Agree to make available any other insur- ance the additional insured has for de- fense or damages for which we would provide coverage under SECTION 11 — LIABILITY. With respect to the insurance afforded the ad- ditional insured, the following replaces SEC- TION II —LIABILITY of Paragraph 7. Other Insurance of SECTION 1 AND SECTION II — COMMON POLICY CONDITIONS: a. This insurance is primary to and will not seek contribution from any other insurance available to the additional insured, provided that the additional insured is a named in- sured under such other insurance. b. Regardless of any agreement between you and the additional insured, this insur- ance is excess over any other insurance whether primary, excess, contingent or on any other basis for which the additional in- sured has been added as an additional in- sured on other policies. There will be no refund of premium in the event this endorsement is cancelled. All other policy provisions apply. 0, Copyright, State Farm Mutual Automobile Insurance Company, 2013 Includes copyrighted material of Insurance Services Office, Inc., with its permission. 1007033 148011 08-21-2014 DMstn .110 F`'e4 d.�.° P"EwED& �PRROv® BY' Risk Management Specialist