HomeMy WebLinkAboutMORELAND AND ASSOCIATES, INC. 1 - 2005
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INSURANCE 01\ r1Lt
WORK Mill PROCttu
UNTIL INSURANCE EXPIRES
3~;;'lr05
CLERK OF COUNCIL
DATE: ';'-/5 -05
O~ plU' THIS AGREEMENT, made and entered into this 25th day of January ,2005 by
LC.~ and between Moreland and Associates, Inc., a California corporation (hereinafter "Consultant"),
and the City of Santa Ana, a charter city and municipal corporation organized and existing under
the Constitution and laws ofthe State of California (hereinafter "City").
N-2005-016
-,
CONSUL T ANT AGREEMENT
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
providing audits of Hotel Visitor Tax.
B. 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:
1. SCOPE OF SERVICES
Consultant shall perform those services as set forth in the Informal Proposal Dated
January 19, 2005 by Consultant, attached hereto as Exhibit A to this Agreement.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services,
the rates and charges identified in Exhibit A. The total sum to be expended under this
Agreement, shall not exceed $10,000.00 during the term of this Agreement.
b. Payment by City shall be made within thirty (30) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment need not
be made for work which fails to meet the standards of performance set forth in the Recitals
which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and shall last for (6)
months, unless terminated earlier in accordance with Section 12, below. The term of this
Agreement may be extended upon a writing executed by the Executive Director of the Finance
and Management Services Agency and the City Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term 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 manner 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. 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, agents, volunteers, and employees 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 bodily and personal injury,
including death resulting therefrom, and property damage, in the total amount of$I,OOO,OOO per
occurrence. Consultant shall supply City with a fully executed additional insured endorsement in
substantially the form attached hereto as Exhibit B upon execution ofthis Agreement and shall
be approved in form by the City Attorney.
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 3300
ofthe 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 under 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.
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e. 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 in form by the City Attorney.
(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.
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 the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not effect Consultant's right to be 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.
6. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, special counsel, and representatives from liability: (I) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims
for personal injury, including health, and claims for property damage, which may arise from the
direct or indirect operations of the Consultant or its contractors, subcontractors, agents,
employees, or other persons acting on their 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 ofthe terms of or effects
arising from this Agreement. This indenmity 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 terms
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 terms of, or
effects arising from this Agreement. City may make all reasonable decisions with respect to its
representation in any legal proceeding.
7. 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 same degree of care it uses to protect its own information of
3
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.
8. 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.
9. 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 telefacsimile or other
telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk ofthe City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Telefacsimile (714) 647-6956
With courtesy copies to:
Building Maintenance Superintendent
City of Santa Ana
20 Civic Center Plaza (M-II)
P.O. Box 1988
Santa Ana, California 92702
4
and,
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
Telefacsimile (714) 647-6515
To Consultant:
Moreland and Associates
1201 Dove Street Suite 680
Newport Beach, CA 92660
A party may change its address by giving notice in writing to the other party. Thereafter,
any notice, tender, demand, delivery, or other communication shall be addressed and transmitted
to the new address. If sent by mail, any notice, tender, demand, delivery, or other
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 telefacsimile, any notice, tender, demand, delivery, or
other 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 time frames, weekends, federal,
state, County or City holidays shall be excluded.
10. 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
terms 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 terms or conditions of any purchase order or other instrument that are inconsistent
with, or in addition to, that terms and conditions hereof, shall not bind or obligate Consultant nor
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 are not embodied herein.
11. ASSIGNMENT
Inasmuch 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
5
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 which are the subject to
this Agreement performed by City personnel or by other consultants retained by City.
12. 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 completed as of such date, and in such case such work product shall be
the property ofthe 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 which fails to meet the standard of performance
specified in the Recitals of this Agreement
13. 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, termination 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.
14. JURISDICTION - VENUE
This Agreement and all questions relating to its validity, interpretation, performance, and
enforcement shall be government and construed in accordance with the laws ofthe State of
California. This Agreement has been executed and delivered in the State of California and the
validity, interpretation, performance, and enforcement of any ofthe 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.
15. 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 in writing of her inability to obtain or maintain such permits, licenses,
6
.
approvals, waivers, and exemptions. Said inability shall be cause for termination of this
Agreement.
16. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow 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: _' ~
60---- ~:J ~
Patricia E. Healy ,
Clerk of the Council
CITY OF SANTA ANA
. /
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~L,J//:j l/,.~-----
David N. Ream
City Manager
APPROVED AS TO FORM:
Joseph W. Fletcher
City Attorney
(\\ j ,-'
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By: Michael Vigliotta
Deputy City Attorney
RECOMMENDED FOR APPROVAL:
CONSULTANT
~M\.~~~<:'0 ~\.. '_
Francisco Gutierrez
Executive Director Finance
& Management Services Agency
~~.:l1-~~,4_
BY: /~~ :1t!frD;Jrl?
TITLE:_~::~
Employer ID itZ;?-c?/P;{7?3
7
Moreland & ~ gna
CERTIFIED PUBLIC ACCOUNTANTS
1201 DOVE STREET, SUITE 680
NEWPORT BEACH, CALIFORNIA 92660
(949) 221-0025
570 RANCHEROS DRIVE, SUITE 260
SAN MARCOS, CA 92069
(760) 752~3390
EXHIBIT A
January 19,2005
Ms. Christine Calderon
Treasury Manager
City of Santa Ana
P. O. Box 1988, M-17
Santa Ana, CA 92702
Dear Ms. Calderon:
It was a pleasure discussing with you a proposed plan for monitoring compliance with the
City's Transient Occupancy Tax (TOT) Ordinance. We have assisted many cities in
developing such a plan. In addition to developing an overall plan, you are interested in
quickly performing two TOT audits on an emergency basis. This letter will concentrate
on performing the two emergency audits.
We are prepared to begin your two emergency TOT audits almost immediately. We will
provide you with a sample notification letter to send to the two hotels/motels indicating
that our firm will be performing the audit and describing the records to make available to
us. The letter will also indicate that Mr. David Cotellesse will be contacting them to
arrange a convenient time for the audit
We recommend testing three months during the most recent year. If significant
exceptions are found, then the testing can be expanded to cover a far more significant
period, perhaps one to three years. Because our test work is in the form of agreed-upon
procedures, I want you to understand the typical procedures we will perform.
I. We will gain an understanding of the hotel/motel system for the collection,
accounting, reporting and payment of Transient Occupancy Taxes.
2. We will verify the mathematical accuracy of three monthly TOT returns filed
during the prior year.
3. We will verify the timing requirements of the filing of the three monthly TOT
returns selected for testing.
4. For the three months selected for testing, we will reconcile rental revenues from
the TOT returns to the hotel/motel's monthly revenue summary.
Ms. Christine Calderon
Treasury Manager
City of Santa Ana
January 19, 2005
Page 2
5. We will select ten registration cards from throughout the year and compare the
information to the daily revenue summary or comparable document.
6. We will select up to ten exemptions claimed from throughout the year and verify
that the hotel/motel has documentary support for the exemption as described in
the City's TOT Ordinance.
7. We will reconcile bank deposits for the entire fiscal year to reported revenues.
8. We will reconcile annual revenues from the monthly revenue summaries to the
Federal Income Tax Return, ifit is available.
9. We will prepare a written report describing the procedures performed and our
findings. Each written report will also provide a recommendation regarding the
expansion of our work to additional reporting periods.
We have considerable experience in the application of agreed-upon procedures in
connection with Transient Occupancy Taxes. We have applied the above procedures to
all or some of the hotels/motels for the Cities of Barstow, Bell Gardens, Big Bear Lake,
Burbank, Calistoga, Costa Mesa, Cypress, Escondido, Hawthorne, Laguna Beach,
Laguna Hills, Long Beach, Manhattan Beach, Mission Viejo, Momovia, Monterey Park,
Newport Beach, Pomona, Richmond, Santa Clara, Santa Fe Springs, San Mateo, Santee,
Seal Beach, Solana Beach, Solvang, Sunnyvale, Temecula, Torrance, Tustin, and Yuba
City. We have also provided these services to selected hotels, motels and resorts for the
County of San Diego.
Our fees for the application of the above procedures in connection with the two
emergency audits will be $2,500 each, including out-of-pocket expenses. If you
authorize us to expand our work based on our initial results oftesting, the additional work
would be at the following hourly rates:
Level of Work Performed
Hourlv Rate
Partner
Manager
Senior Accountant
Assistant Accountant
Clerical
$125
100
75
65
30
Plus local transportation costs.
.
Ms. Christine Calderon
Treasury Manager
City of Santa Ana
January 19,2004
Page 3
The field work will be performed by Mr. David Cotellesse, whose resume is attached to our
proposal. Mr. Cotellesse will be managed by Ms Brenda Grubbs who will be working
under my direct supervision. You will note that Mr. Cotellesse is extremely well qualified
to perform these emergency audits for the City of Santa Ana.
Please let us know if you need any additional information. Thank you for the opportunity
to present this proposal as we would like to perform these two emergency audits. We are
also very interested in assisting the City in developing an overall plan for determining TOT
compliance within the City of Santa Ana. Please acknowledge acceptance of our proposal
for the two emergency audits by signing and returning one copy of this letter for our files.
Very truly yours,
MORELAND & ASSOCIATES, INC.
4$kf ~~~
Michael C. Moreland, Partner
ACCEPTANCE BY THE CITY OF SANTA ANA
BY: -~I\t\~"'~'N" ,-.> \\ ~':.
DATE: \, /1..":> I () ')-
.. .
RESUME OF DAVID COTELLESSE
SENIOR ACCOUNTANT
Mr. Cotellesse has over five years of experience in the hotel industry. Following his
graduation from Eastern Michigan University with a Bachelor of Science degree in
Business Administration, he spent one year as the Reservation Manager at a Sheraton Inn
and one year as the Front Office manager at a Crowne Plaza. Next, he became the
General Manager of an Extended Stay America, where he managed the overall operations
of the hotel. Mr. Cotellesse has made a career change to public accounting. He has
applied agreed-upon procedures at numerous hotels/motels relating to Transient
Occupancy Taxes in connection with projects at the County of San Diego and the Cities
of Escondido, Encinitas and Monterey Park.
Mr. Cotellesse has strong written and oral communication skills. He works well with
other staff members and clients at all levels of management. He has excellent analytical
skills, initiates projects and acts as a team leader. Mr. Cotellesse also has strong
computer skills.
P2/B7/2BB5 17:35 71454753B4
02/02/2005 13:32 9494740499
CITY OF SANTA ANA
BRIAN RDBINSCI-I
PAGE B2
PAGE 01
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,82/8712885 17:36
7146475384
CITY OF SANTA ANA
PAGE 81
EXHIBIT B
ADDITIONAL INSl IREO ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
# tP:z'W'1c..q8'1 q relating to the following:
1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its
officers. employees, agents. volunteers and representatives are named as additional imIweds
("additional insureds") with regard to liability and defense of suits arising from the operations
and uses performed by or on behalf ofjile named insured.
2. With respect to claims arising out of the operations and uses perfonned by or on
beha1f oithe named insured. such insurance as is affo((led by this policy is primary and is not
additional 10 or contributing with any other insurance carried by or for the benefit of the
additional insureds.
3. This insurance applies separately to each insured against whom claim is made or
suit is brought except with respect to the company's limits of liability. The inclusion of any
person or organization as an insured shall not affect any right which such person or organization
would have as a claimant if fillt so included.
4. With respect to the additional insureds, this insurance shall not be cancelled. or
materially reduced in coverage or limits except after thirty (30) days written notice has been
given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701,
(Completion of the following, including countersignature, is required to makc this endorslmlent
effective,)
Effective ~~. :2 (." '?.I.l 04 , this endorsement form as a part of
Po]jcy# ~.E2Q ~QJ~lq
Issued to /' M()r<'t:'LAiJ ri..J. ~a.i.. A-'r"eS'
Named Insu d
Countersigned by
AI'PROVED AS TO FORM
l6'-'~ ; !~
.: n Stitt Sheedy
, r'\ ttorney
.02/07,2005 17:35
eile2/2~e5 1,:,2
7145475304
~<l~<l7<lM88
CITY OF SANTA ANA
I!I<:rAN ~8!NSIJN
PAGE 03
PAGE ~2
policy Number: Q,2B0769119
'fHIS ENDOlUlEMENT CHANGES mE poUCV. PLEASE READ 1'1' (;A!U:ltlLLY.
ADDITIONAL J.N'SUlUD - MANAGERS OR u:SSOkS OF PREMISES
Thi. cndu..cm<:ntm..dlfi.. ii1I\lTf.".' provltlnri ""der ih. followin-.:
COMMERCIAL GB'NBRAL LlABlLITY COVE.RAO~ PART.
St.llcdul.
t. Namu .rp....n or Q..al:uotinn (Addltlonallnnrall: CITY 01' SANTA ANA, ITS
OFF1CIRS, El'o'IPLOVlIS,AGENTS, VOl.Ul'1TURS AND REPRESENTATIVES
(JiM '''''Y aJlllellB above. !be illlillllUllion l'IlIu,"d IQ OOl1ll'lcte this OTldorscmotlt will be ,hoWII in the
4elllarwOIlS as applicable to this endorI4mOftt.)
wHO IS AN INSURED (tl<l~le" II) is OJ1'lI'l1dcd 10 i"dllde s,"n in~lll'Cd the 1'8"'on or O1)I,IlIlZ3Iloll shown
in the SGhd~le but only with respec:t U1l1abilily ati;;ng alll afllle ownel'!;hlp, Mainlllnlllce or use of that
Plrt ofNlIrwmisea I_cd 10 you and .hown in the Sohtdul. and .ubjeclllllhe following additional
IIXCluslons'
Thi. inllUtB_ does not R[l\'lly Ia.
I. Any "OCCUlTence" which 1aIce. place a!tor)"lll c__ to be Illeftllll11n that premisS!.
2. SWC'lu,..l n\~""" "ew consml,,~on or clomolltloD .,.,1lI~a. porfOll1l1e~ 1')' ~ nr on betlalf of
tho PIII"QIl or orpni:zatimI shown In the Seb~ule.
CO 20 11 01'16
Copyript, Insurance Smvicc! Office, I""., 1994
Page I of!
'\PPROVED AS TO FORM
~( .,~,
_ "f")
. i! ra Stitf i1eedy
~'it\' Attornev
ACORD~ CERTIFICATE OF LIABILITY INSURANCE I DATE (MMlDDIYV)
7-1-05
PRODUCER THIS CERllFICATE IS ISSUED AS A MATTER OF INFORMAllON
PHILIP B. ROBINSON INSURANCE ONLY AND CONFERS NO RIGHTS UPON THE CERllFICA TE
HOLDER. THIS CERllFICATE DOES NOT AMEND, EXTEND OR
2081 BUSINESS CENTER DR. # 200 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
IRVINE, CA 92612 9494749300 INSURERS AFFORDING COVERAGE
__u fJ - ;1005- c> i 0 -------
INSURED INSURER A,AMERICAN STATES INSURANCE CO.
------
MORELAND & ASSOCIATES Ii - ;;(tD(,-{YfD INSURER ",PHILADELPHIA INDEMNITY INS CO.
------- ----
1201 DOVE ST # 680 92660~-;{ro5~'If) '-0/ INSURER C: - --- -
NEWPORT BEACH, CA INSURER O- n -------
949 221 0025 INSURER E:
COVERAGES
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 PERT,~.!N. THE !NSURANCE AFFORDED BY THE POLICIES DESCRI8ED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
t.m ' TYPE OF INSURANCE
-;- GENERAL lIABILITY
A Li~~MERCIAL GENER~~llITY
lti~AIMS MADE <_OCC~R
GEN'L AGGREGATE LIMIT APPLIES PER
-: POLICY ~- ~~,9T 7- LOC
~~fMOBILE LIABILITY
__~ ANY AUTO
__ ALL OWNED AUTOS
_---,- SCHEDULED AUTOS
A .J HIRED AUTOS
-J- NON-OWNED AUTOS
POUCY NUMBER
POLICY EFFECnvE '
DATE fMUIDOIVV\
3-26-05
POIJCY EXPIRATION
DATE IMU100lVV\
3-26-06
LIMITS
EACH OCCURRENCE . ...~OQL.Q Q 0
~RE D~~9~-'Any one lire) _ ~~, 00_9_1 000
MED ~~_C~y.~ne person) _ _~lQLQ_OO
PERSC?~A!:._~ADVINJU~~______~J ,J2_QO, OOQ
GENERAL A9_~EGATE __ ...!~_! 000 , 000
PRODUCTS_~. S:2..MP10P A~~ -.!1_1 0.9 9 , 0 0 0
02B0769819
COMBINED SINGLE LIMIT
(Ea accident)
$
1.L00~_00
02B0769819
3-26-05
3-26-06
! BODILY INJURY
I (Per person)
---
$
------
r---
I__C!~~AGE LIABILITY
ANY AUTO
BODILY INJURY
(Per accident)
.-
PROPERTY DAMAGE
(Per accident)
$
$
EXCESS LIABIUTY
A ITI OCCUR [ J CLAIMS MADE
i--
I DEDUCTIBLE
01CT001899
3-26-05
3-26-06
~'2_2~_LY - EA_~~~
OTHER THAN ~~~ .!___
AUTO ONLY AGG $
I EACH OC~~~RENCE____ _!I.LQO Q_&~_
: AGGRE,,^"-___.. $~QO , 000
$
,
RETENTION $
! WORkERS COMPENSATION AND
EMPLOYERS' LIABILITY
AI
T OTHER
,
BlpROFESSIONAL
$
$
01WC027275
4-1-05
4-1-06
I , WC STATU. I 10TH
I 'V_JIORY LIMITS _l.ER._ ______ ____
i E.L. EACH ACCIDE_~T __ _~_.9 O.QL 000 _
~EIS~_E - EA_~_~PLOYEE I $1 , q QgJ 000
E.L. DISEASE - POLICY LIMIT $1 I 000 I 000
PHSD094821
:4-1-05
4-1-06
2 000 000
DESCRIPTION OF OPERATIONSILOCATIONSlVEHICLESlEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS
CPA * IF CANCELED FOR NONPAYMENT 10 DAY NOTICE WILL BE GJi.~ovm) ;\S IU F'ORM
CERTIFICATE HOLDER IS NAMED AS AN ADDITIONAL INSURED
.Y-$:{\.;:_c,i.L ."-
"Laura Stitt Sb-",.tj"
CANCELLATION Assi~tanl City A11.,1rnc\
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WIU I!IJf>b...un It MAIL ~ DAYS WRITrEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, Btn I"ItII:tlRIi .- "^ C!n C!IJAU
ALL OPERATIONS
CERllFICATE HOLDER I .J I ADDmoNAL INSURED, INSURER LETTER, A
CITY OF SANTA ANA
PO BOX 1988, M-17
SANTA ANA, CA 92702
TTN - MIRELLA VARGAS
1....t'\1;:t... I\IU Ua...........:.,J un .....DILlII Vr" "1'1I1 ,Hili ""'<:'.. 'Alii 11I8Y'q~"
I'T'C! AI':!"NTC: OR
li........c.ox;nl..II."'~
AUTHORIZED REPRESENTATIVE
!f~ /?
,
ACORD 25-S (7/97)
@ ACORD CORPORA llON 1988