HomeMy WebLinkAboutTEMPLETON PLANNING GROUP 1City of Santa Ana
Clerk of the Council
AGREEMENT TERMINATION
Please complete this form when the attached agreement is no longer in effect
Return form to the Clerk of the Council Office (M-30). M
Call 647-5237 if you have any questions. (yy[A [ppg N
The agreement with
No. oEa),? /2 7 was completed on 30 ) 7,Co9
and final payment has been made.
Department:
Phone/Ext.: ` D`7
Signature: Zk
Date: 4-) 3 I j y 3
Revised 07-23-07
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WORKMAY WI PROCEED
CLERK OF COUNCIL
!ATE: '7-a5-0K
CONSULTANT AGREEMENT
A-2008-137
THIS AGREEMENT, made and entered into this 2"d day of June, 2008 by and between
TEMPLETON PLANNING GROUP, 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 of the State of California (hereinafter "City").
N a)N
m RECITALS
CO 0
a F-
O A. The City desires to retain a consultant having special skill and knowledge in the field of
environmental services and related technical studies.
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:
SCOPE OF SERVICES
Consultant shall provide environmental study and related technical study services related
to analyses of the California Environmental Quality Act and the National Environmental Policy
Act, as set forth in City's Request for Qualifications for Environmental Consultants, incorporated
to this Agreement by reference, and Consultant's Proposal; attached hereto as Exhibit A and
incorporated by reference to this Agreement. Said services shall be provided at the request of the
Executive Director of the Planning and Building Agency, as evidenced by a writing signed by
the Executive Director and the City Attorney.
2. DELIVERY OF WORK PRODUCT
Consultant shall deliver to City all work product which results from the services
provided. Said work product shall be submitted in hard copy and produced in a form compatible
with City's computer system, as agreed between the Project Manager and Consultant.
In regard to all copyrightable material produced as a deliverable under this Agreement,
including but not limited to books, reports, plans, photographs, drawings, films, recordings,
videotapes, and computer programs, Consultant agrees, for itself and for its affected officers,
employees, agents, contractors, and volunteer workers, that (a) other such material may not be
copyrighted without prior review from the City, and (b) the authors of all such material, whether
copyrighted or not, award to the City, and to its officers, agents and employees acting within the
scope of their official duties, as a condition of payment to the Consultant, a royalty -free,
nonexclusive, irrevocable license throughout the world for governmental purposes to disclose,
publish, translate, reproduce, and use such materials.
3. 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 be set in the writing authorizing Consultant to perform a specific project
pursuant to 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.
4. TERM
This Agreement shall commence on the date first written above and terminate on June 30,
2009, unless terminated earlier in accordance with Section 13, below. The term of this
Agreement may be extended upon a writing executed by the Executive Director of Planning and
Building and the City Attorney.
5. 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.
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
bodily and personal injury, including death resulting therefrom, and property damage, in the total
amount of $1,000,000 per occurrence. Consultant shall supply City with a fully executed
additional insured endorsement in substantially the form attached hereto as Exhibit B upon
execution of this 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
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 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. Professional liability (errors and omissions) insurance, with a combined single limit of
not less than $1,000,000 per claim.
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.
7. INDEMNIFICATION
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, 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 health, and claims for property damage, which may arise due to
negligent acts, omissions or willful misconduct in the performance, 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 of the terms of or effects arising from negligent acts,
omissions or willful misconduct in the performance of 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 parry
asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief
due to personal or property rights arises by reason of effects arising from this Agreement. City
may make all reasonable decisions with respect to its representation in any legal proceeding.
8. 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
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 parry 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.
9. 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.
10. 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 of the 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:
Executive Director of Planning and Building
City of Santa Ana
20 Civic Center Plaza (M-20)
P.O. Box 1988
Santa Ana, California 92702
telefacsimile (714) 973-1461
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: Templeton Planning Group
1470 Jamboree Road, Suite 200
Newport Beach, CA 92660
Telefacsimile (949) 718-0655
A parry 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 telefacsimile, 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.
11. 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 proposal or other instrument that are inconsistent with,
or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor the
City. Each parry 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.
12. 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
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.
13. 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 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 which fails to meet the standard of performance
specified in the Recitals of this Agreement.
14. 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.
15. 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.
16. 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 its inability to obtain or maintain such permits, licenses, approvals,
waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
17. 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:
V
-�q✓PA RICIAE. aALY
Clerk of the Council
APPROVED AS TO FORM:
JOSEPH W.FLETCHER
City Attorney
By(�x ; n
LaiYra Sheedy
Assistant City Attorney
CITY OF SANTA ANA
r
DAVID N. REAM
City Manager
TEMPLETON PLANNING GROUP
PETER EMPLET
Principal
Tax ID# 33-'CS2'[C3
EXHIBIT A
CONSULTANT'S PROPOSAL
AND
FEESCHEDULE
TEMPLETON
PLANNING
GROUP
AL
IV
Da sign
Planning
Environmental
April 11, 2008
Mr. Pedro Guill6n, Associate Planner
Planning Division, M-20
20 Civic Center Plaza
Post Office Box 1988
Santa Ana, CA 92702
RE: STATEMENT OF QUALIFICATIONS TO PROVIDE ENVIRONMENTAL
SERVICES FOR THE CITY OF SANTA ANA PLANNING DIVISION.
Dear Mr. Guill6n,
The Templeton Planning Group is pleased to submit this proposal to the City of Santa Ana to provide
as -needed environmental consulting services. Templeton Planning Group provides comprehensive
environmental services including: preparation and review of Environmental Impact Reports, Initial
Studies, environmental notices and coordination, focused technical studies, resource management,
and mitigation monitoring. We have a significant amount of experience having prepared the Northern
Sphere EIR, Planning Area 17 EIR, Planning Area 27 EIR, Campus Center Initial Study/Addendum
to the Irvine Business Complex EIR, and the Central Park Supplemental EIR for the City of Irvine.
Our experience preparing environmental documents has familiarized our staff with the City's General
Plan, Zoning Ordinance, Open Space Dedication Program, CEQA policies and guidelines, and
significance thresholds. Through our collaboration with the City, we have developed a strong
working relationship with City staff.
Key staff and resources are proposed to be allocated to future projects. Mr. Peter Templeton,
Principal, will be responsible for directing the services to be provided. Mr. Templeton has over 34
Years of experience in urban planning, and is an expert in the field of land planning for large-scale
communities with a variety of environmental sensitivities. Mr. Templeton has been the key
spokesperson for many of the highly spirited public EIR scoping meetings that Templeton Planning
Group has presented. He was the central figure in gaining the public's trust and finding the middle
ground with the Turtle Rock residents during the Turtle Ridge (Planning Area 27) EIR Project in the
City of Irvine. He also co -presented the scoping meetings for the Northern Sphere Area EIR and the
Planning Area 17 (Quail Hill) EIR. He has used his expertise in hillside grading to present a grading
workshop for the City of Irvine staff. Furthermore, Mr. Templeton has also planned and been the
principal in charge of some of Orange County's most sensitive environmental projects, including the
East Coyote Hills Specific Plan/EIR in the City of Fullerton, where the first Habitat Conservation
Plan and associated 10(a) permit was issued for the California gnatcatcher.
Mrs. Nicole Carlsson, Director of Environmental Services, will serve as the project manager for
Preparation of future environmental documentation. Mrs. Carlsson has been primarily responsible for
the preparation and completion of over 60 environmental documents during her career, including the
EXH1131T A
1470 Jamboree Road • Suite 200 • Newport Beach • California . 92060-6202 • Tel (949) 718-0640 • Fax (949) 718-0655
p t e m p l e t o n@ t e m p l e t o n p l a n n i n g.cam
Westside Lofts MND in the City of Costa Mesa, Friends Christian High School EIR in the City of Yorba
Linda, the Cat (IT)2 Research Facility IS/NM for the University of California, Irvine and the Solar
Evaporation Pond Pilot Project IS/MND for the Salton Sea Authority.
In addition, Mrs. Carlsson has gained influence in the environmental and planning community through
her service on the Association of Environmental Professionals (AEP) Legislative Committee. She also
served as Executive Vice President, Newsletter Editor for AEP's Orange County Chapter.
The Templeton Planning Group is very pleased to be one of the firms selected to receive an RFp to
provide as -needed environmental consultant services. We look forward to working with the City of Santa
Ana.
Respectfully submitted,
TEMPLETONPLANMNG GROUP
Peter Templeton
Principal
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Nicole Carlsson
Director of Environmental Services
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0.0 Project Approach
Our approach to the preparation of environmental documents for the City of Santa Ana will be to
utilize our knowledge of the Santa Ana General Plan and zoning ordinance to examine all issues
associated with further development. We will also utilize our extensive experience with the
design of urban mixed use developments and master planned communities to determine
consistency of each project with the City's General Plan and Zoning Ordinance. We intend to
establish credibility with the community and City staff through our continued dedication to
quality, responsiveness, and the timely completion of project tasks. This will be achieved in
several ways, including: (1) Communicating clearly and often with City staff and the
community; (2) Providing accurate and pertinent information that facilitates focused
discussions of each project's environmental consequences; (3) Identifying both the positive
qualities of proposed planning concepts or mitigation strategies and the environmental
disadvantages associated with those concepts/strategies so that decision -makers can better
appraise the trade-offs involved in various decisions; and (4) Being flexible enough to respond
quickly to unexpected circumstances, such as unscheduled requests to attend meetings or to
provide information on a specific topic for a special briefing to a Council member, Planning
Commissioner, or community group.
Santa Ana is a sophisticated community with a high level of understanding of urban planning
concepts and the environmental review process. It is anticipated that the environmental
consultant will be called upon to attend numerous public meetings to assist City staff in
discussing environmental issues and in explaining the requirements of CEQA as it applies to this
project. Therefore, it is incumbent upon the environmental Consultant to ensure that the
environmental documents are not only technically sufficient, but well presented.
Templeton Planning Group has the expertise necessary to partner with the City of Santa Ana for
future environmental projects. We look forward to working with the City of Santa Ana as we
bring about the timely and thorough completion of each environmental document we undertake.
4.0 Scope of Services
Templeton Planning Group will provide environmental services under the direction of City staff.
TPG will be responsive and maintain excellent working relationships with project applicant,
property owners, developers and City staff. TPG will provide adequate staffing levels at all
times in order to adhere to established schedules.
Templeton Planning Group's services will include attendance at appropriate City Commission,
City Council and neighborhood meetings, preparation, distribution and filing of environmental
noticing documents, preparation of studies and technical reports through the use of
subconsultants, including and not limited to the following:
Initial Study Geological/Soil Study
Notice of Preparation Hydrology/Water Quality Study
Notice of Intent Water Assessment Study
City of Santa Ana SOQ > > Templeton Planning Group
Notice of Availability Utility Study
Notice of Determination Traffic Study
Air Quality Study Mitigation Monitoring Program
Noise Impact Study Preparation of Response to Comments
Biological Study Preparation of Statement of Overriding
. Considerations
Cultural Resources Study FAA and ALUC Required
5.0 Quanty Control
Templeton Planning Group strives to provide an error -free work product consistent with our
reputation for excellence and our desire to give clients the highest quality environmental
documents. Where possible, we build off of our extensive library of documents that have
withstood public and legal scrutiny, to maximize thoroughness and accuracy while minimizing
costs.
Templeton Planning Group has built strong relationships with reputable consulting firms
throughout Southern California. In addition to relying on quality sources, technical studies
provided by subconsultants and our environmental documents are scrutinized by the Director of
Environmental Services and Templeton Planning Group staff to ensure that all analyses are
relevant, thorough, accurate, and comprehensive.
6.0 Timely Completion of Projects
' At Templeton Planning Group, we have an on -going policy to only to take on projects to which
we can dedicate 100% of our efforts. We fulfill our commitment to meeting deadlines by
communicating clearly and often with the project team, including City staff and the applicant and
his consultants, where appropriate. In the event that a schedule is delayed, we would redistribute
our resources. With our efficient and comprehensive staff, we can mobilize quickly to meet
deadlines. Internal staff meetings with and between our subconsultants along with team
meetings with the City can be used to ensure timely delivery of work products. If necessary, and
with permission of the City, we can draw on our consultant base to supplement our team. In our
experience it typically takes approximately 10-12 months to complete the EIR process and
M approximately 6 months to complete the ND process.
City of Santa Ana SOQ 12 Templeton Planning Group
rHmPLEroN PLANNING GROUP
BILLING RATE SCHEDULE
Title
Billing Rate
Principal/Expert Witness Testimony .....................................
$350-360/hr
Principal...........................................................
$275-285/hr
Senior Architect .....................................................
$225-2351hr
CEQA strategy/Third Party EIR Review ..................................
$220-230/hr
Senior Designer .....................................................
$200-210/hr
Director of Environmental Services ......................................
$200-210/hr
Senior Project Manager ...............................................
$175-185/hr
Project Manager .....................................................
$160-170/hr
Site Design Planner... ...............................................
$150-160/hr
Assistant Project Manager .............................................
$150-160/hr
Project Planner 11 ....................................................
$105-115/hr
Project Planner .....................................................
$100-110/hr
Vice President of Marketing ...........................................
$100-11 0/hr
Environmental Analyst ................................................
$ 75-85/hr
IdAccountant ................................................ * * ' ' * * ' * * ' $ 55-65/hr
Word Processor/Graphic Designer ........................................ $ 55-65/hr
Id
EXHIBIT B
ADDITIONAL INSURED ENDORSEMENT
FOR COMMERCIAL GENERAL LIABILITY POLICY
Insurance Company
This endorsement modifies such insurance as is afforded by the provisions of Policy
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 insureds
("additional insureds") with regard to liability and defense of suits arising from the operations
and uses performed by or on behalf of the named insured.
2. With respect to claims arising out of the operations and uses performed by or on
behalf of the named insured, such insurance as is afforded by this policy is primary and is not
additional to 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 not 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 make this endorsement
effective.)
Effective
Policy # _
Issued to
this endorsement form as a part of
Named Insured
Countersigned by
Authorized Representative
A-20084 37
CERTHOLDER COPY
SG
STATE P.O. BOX 420807, SAN FRANCISCO,CA 94142-0807
COMPENSATION
INSURANCE
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE
ISSUE DATE: 07-15-2008 GROUP:
POLICY NUMBER: 1332285-2007
CERTIFICATE ID: 97
CERTIFICATE EXPIRES: 10-01-2008
10-01-2007/10-01-2008
CITY OF SANTA ANA PLANNING DIVISION SG
ATTN: BILL APPLE
PO BOX 1988
SANTA ANA CA 92702-1988
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
afforded by the policy described herein is subject to all the terms, exclusions, and conditions, of such policy.
00TH=RIZEDREPRESENTATI C.l PRESIDENT
EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE.
ENDORSEMENT #1800 - PETER TEMPLETON, PRES SEC TRES - EXCLUDED.
ENDORSEMENT #2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 10-01-1996 IS
ATTACHED TO AND FORMS A PART OF THIS POLICY.
EMPLOYER
TEMPLETON PLANNING GROUP, INC. SG
1470 JAMBOREE RD STE 200
NEWPORT BEACH CA 92880
[CGY,CS]
PRINTED : 07-15-2008
IREV.2-051
CERTHOLDER COPY i` *G
STATE P.O. BOX 420807, SAN FRANCISCO,CA 94142-0807
COMPENSATION
INSURANCE
FUND CERTIFICATE OF WORKERS' COMPENSATION INSURANCE
ISSUE DATE: 10-01-2008 GROUP:
POLICY NUMBER: 1332285-2008
CERTIFICATE ID: 97
CERTIFICATE EXPIRES: 10-01-2009
10-01-2008/10-01-2009
CITY OF SANTA ANA PLANNING DIVISION SG
ATTN: BILL APPLE
PO BOX 1988
SANTA ANA CA 92702-1988
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
afforded by the policy described herein is subject to all the terms, exclusions, and conditions, of such policy.
tTHORIZED REPRESENTATI PRESIDENT
EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE.
ENDORSEMENT #1600 - PETER TEMPLETON, PRES, SEC TRES - EXCLUDED.
I ENDORSEMENT #2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 10-01-1996 IS
ATTACHED TO AND FORMS A PART OF THIS POLICY.
EMPLOYER
TEMPLETON PLANNING GROUP, INC. SG
1470 JAMBOREE RD STE 200
NEWPORT BEACH CA 92660
M0408 %
PRINTED 09-17-2008
(REV.2-05)