HomeMy WebLinkAboutPETERSON GROUP, THE - 2008
INSURANCE ON FILE
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
I - aR -oafUNC
CLERK OF COIL
D TE: 1 5_v CONSULTANT AGREEMENT
A-2008-305
THIS AGREEMENT, made and entered into this 17`h day of November, 2008 by and
between The Peterson Group, 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 of the State of California (hereinafter "City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
marketing and public education.
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 create and deliver marketing and public education services for the Santa
Ana Energy Efficiency Partnership, as set forth in Exhibit A to this Agreement. The Parties
anticipate that additional funds will be made available for additional Energy Efficiency
Partnership marketing and educational projects. If such funding is made available, future
projects may be approved, in writing, by the Executive Director of Public Works or his
designated representative.
2. WARRANTIES - OWNERSHIP - WORK FOR HIRE
Consultant warrants and represents that it has the absolute right to enter into and perform
this agreement and will perform its obligations hereunder in accordance with standards and
practices prevailing in the industry. Consultant's contribution to the Project, including works to
be produced by Consultant hereunder, will not infringe or misappropriate the proprietary or
personal rights of any third person or party. Tangible visual and expressive creations including
logos, stylized graphics, slogans, marks, brand dress, catch words or phrases, new photographs,
new text, new audio or visual recordings and the like shall be deemed to be works for hire as
defined in the United States Copyright Act and the City will be deemed to be the owner of such
work. Consultant shall retain an interest in all other aspects of the work product and
development including without limitation know how, ideas, skills and general knowledge
obtained during development. Notwithstanding anything contained herein to the contrary, the
City shall not obtain ownership or authorship rights to any preexisting tangible or intangible
thing including, without limitation, software, applications, concepts or functionality. Consultant
shall retain ownership and authorship of any software created, developed or adapted for the
City's use and shall grant the City a license, at no cost to the City, for its reasonable use by
executing a license agreement which complies with the terms of this Agreement.
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 not exceed $390,000.00 during the term of this Agreement. Consultant
acknowledges that $250,000 of the total funding for the project is contingent on CPUC approval.
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
December 31, 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 Public
Works 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 not
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. 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.
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.
INDEMNIFICATION
Each party to this Agreement agrees to indemnify and hold the other party harmless from
and against any and all damages, liabilities, actions, suits, proceedings, claims, losses, costs and
expenses including, without limitation, reasonable attorneys' fees, caused directly or indirectly
by or as a result of that party's breach of any obligation under this Agreement, or a failure of that
party's representation or warranty given hereunder.
8. CONFIDENTIALITY
Except as required by the California Public Records Act, each party to this Agreement
("Receiving Party") agrees that it shall not, at any time, disclose to any third party, not a party to
this Agreement, any Proprietary Information of another party to this Agreement ("Disclosing
Party") which has been disclosed to it by Disclosing Party except with the prior written consent
of the Disclosing Party. Proprietary Information means information, ideas and materials of or
about Disclosing Party, its affiliates, customers, clients and vendors, which Disclosing Party
takes reasonable steps to keep confidential and may include information, ideas or materials
relating to technology, intellectual property, products, plans, processes, employees, finances, but
does not include information which is or becomes generally available to the public other than as
a result of a disclosure by the Receiving Party in violation of this Agreement; was available to
the Receiving Party on a non-confidential basis prior to disclosure by the Disclosing Party; or
becomes available to the Receiving Party on a non-confidential basis from a person in legitimate
possession of such information who is not otherwise under an obligation not to transmit such
information.
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
Fax 714-647-6956
With courtesy copies to:
Executive Director of Public Works
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647-5069
and
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
Fax 714- 647-6515
To Consultant: Alan Peterson, Jr.
The Peterson Group, Inc.
180 Newport Center Drive, Suite 270
Newport Beach, California 92660
Fax 949-721-8434
A party 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 purchase order 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 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.
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:
f PATRICIA E. HEALY
Clerk of the Council
CITY OF SANTA ANA
DAVID N. REAM
City Manager
APPROVED AS TO FORM:
JOSEPH W.FLETCHER
City Attorney
N
By:
Laur Sheedy
Assistant City Attorney
APPROVED AS TO
$xecutive Director
Public Works Agency
THE PETERSON GROUP, INC.
ALAN PETERSON, JR.
President/CEO
33- MWo31
Employer ID # or Individual SS #
EXHIBIT A
CS 1102.01- V'N[ x(,A7 h'H /( JI_1N(,YPRy(,R_jAT
_30 Q(,TOI3L R 2008
EXECUTIVE SUMMARY
Thu Peterson Group (TPG) has been engaged by the City of Santa Ana (City) in partnership with Southern California
Edison (SCE) to develop an "Energy Efficiency Partnership Program "Welcome Kit" and distribute these kits to each
single family household by the end of this year. TPG will develop the Welcome Kit program and its components and
coordinate and manage the production and distribution.
The City and SCE are seeking to take a leadership role in the move toward energy efficiency and conservation. The
program's goal is to reduce consumption of electricity among Santa Ana residents and businesses by promoting the cost,
convenience and environmental benefits of products and practices that promote energy efficiency via an effective public
education program and activities. The Energy Efficiency Program Welcome Kits will serve as an introduction to the
Partnership's three-year program, presenting an opportunity to raise awareness and encourage participation. Bits will be
delivered to the 40,000 single family homes in the City of Santa Ana.
PROGRAM COMPONENTS
The recommended Energy Efficiency Program Kit would consist of the following components:
• Discovery and Strategic Conceptualization: TPG will conduct situational discovery, strategy development
and tactical planning for the program to determine the Partnership's specific needs, goals, benchmarks,
expectations and budget.
• Visual Concept/Logo/Slogan: Development of an overall "look at and feel" (color scheme, fonts, image,
style, etc.) as well as a dynamic logo and memorable slogan for use on all program-related materials. Ongoing
communications, including strategic in-person consultations and presentations - as needed - will facilitate the
development of powerful visual and messaging elements that can support the campaign throughout its entire
lifecycle.
• Recyclable Bag: A branded bag with the Energy Efficiency Program logo and slogan prominently displayed.
One-color and two-color option. TPG will source a creative solution for a recycled content plastic, paper or
content bag that will further theme the "green" and "conservation" effort of the overall program. The bag will
hang from the door of resident's home and contain a number of promotional items, including a CFL,
nightlight, magnet, sticker and informational brochure.
• CFL: Individually packaged CFL in a branded box that features the Energy Efficiency Program logo and
slogan to promote immediate adoption of community energy reduction.
• Custom CFL Box: Individually packaged CFL in an Energy Efficiency custom designed and branded box that
features the program logo and slogan.
• Magnet: Development of a magnet chat could be in the shape of a CFL. The magnet is a fun way to promote
the program and key contact information and can easily be displayed in homes and businesses.
• Sticker: Development of an eye-catching sticker that promotes the program and includes the program logo
and slogan as well as a contact number for further information. Stickers could be vinyl with non-permanent
stick surfaces so that they could be moved at will without leaving adhesive damage.
• Brochure: Development of a 6-x-9-inch, four-color tri-fold brochure that tells the Partnership story in an
emotionally compelling manner, explaining its goals and describing the role residents and local businesses will
play in its success. Designed to engage target audiences and promote program adoption.
• Fact Sheet: Development of a one- to two-page document that describes the City of Santa Ana/Southern
California Edison Partnership and provides essential background information to both internal and exterior
audiences. Fact Sheet information could include the program's official name, mission statement, principal
objectives, key contacts with email addresses and phone numbers, times and locations of scheduled events, etc.
PROGRAM INVESTMENT SUMMARY
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DISCOVERY AND PRELIMINARY PROGRAM $4,000-$5,000
DEVELOPMENT: TPG will conduct situational discovery, strategy
development and tactical planning to determine the Partnership's
specific needs, goals, benchmarks, expectations and budget.
VISUAL CONCEPT/LOGO/SLOGAN: Development of an $7,000-$8,000
overall "look at and feel" (color scheme, fonts, image, style, etc.) as well
as a dynamic logo and memorable slogan for use on all program-related
materials. On-going communications, including strategic in-person
consultations and presentations - as needed.
BROCHURE(S)*: Development of a brochure that tells the $4,00045,000
Partnership story in an emotionally compelling manner, explaining its
goals and describing the role residents and local businesses will play in
its success. Designed to engage target audiences and promote program
adoption.
MAGNET(S)*: Development of a magnet that could be in the shape $80041,200
of a CFL to promote the program.
STICKER(S)*: Development of a program sticker to promote the $800-$1,200
program and disseminate key contact information.
FACT SHEET: Development of a one- to two-page, 8.5 x 11 $2,500-$3,000
document that describes the City of Santa Ana/Southern California
Edison Partnership and provides essential background information to
both internal and exterior audiences
CUSTOM CFL BOX: Development of an Energy Efficiency custom $3,000-$3,5o0
designed and branded box that features the program loo and slogan.
Estimated Total Investment for TPG Services: $22,100-$26,900
ESTIMATEDPBODUGTION COSTS FORTtGltvtYkT 3tG$°;+ .,-FT $'' lA`41.Ps1t3
EFPICIENCY$ROGAA14YJT
BAG(S): Recyclable, branded bag with the Energy Efficiency Program $11,000-$14,500
logo and slogan prominently displayed. Range reflects one-color and
hvo-color option.
BROCHURE(S)*: 6" x 9", tri-fold in four-color. Paper stock is FSC $7,000-$7,500
certified with a minimum of 25 percent consumer waste content.
MAGNET(S)*: Printed on recycled paper. Range reflects one and $10,000-$12,000
two color option.
STICKER(S)*: Static cling decals to adhere without adhesive to $3,50045,000
smooth surfaces. Range reflects one and two color option.
CFL(S) **: Individually packaged CFL in a branded box that features $55,200
the Energy Efficiency Prograrn logo and slogan.
Estimated Total Investment for Production Services: $86,700-$94,200
10
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ASSEMBLY: Assembly and final boxing of 40,000 Energy Efficiency $12,000-$17,000
Program Kits.
DOOR HANGER DISTRIBUTION: Door to door delivery of $14,000-$18,000
40,000 Energy Efficiency Program Kits.
Estimated Total Investment for Assembly and Distribution $26,000-$35,000
Services:
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Estimated Program Investment: $134,800-$156,100
*Tbese tools could be adapted to promote subsequent Energy Effideng programs and events.
** Pricing shown is provided by Edison. TPG will seek and propose to the City optimal products from its sources to optimize pricing and
program eechreness. Therefore, TPG may be able to ordure these prices by wring alternative sources.
Pricing is based on preliminary concepts. Estimates will not exceed the range shown, or a specified "nol-lo-exceed
cost," without the approval of the City ofSanla Ana. The program components and concepts are subject to change
pending father discovery and strategic conceptualization to maximize program effectiveness and City approval
Category Rate
Account Coordinator $ 130.00
Administrative Support $ 70.00
Chief Executive Officer $ 342.50
junior Copywriter $ 130.00
junior Graphic Designer $ 130.00
Program Manager $ 152.50
Proofreader $ 107.50
Senior Copywriter $ 185.00
Senior Graphic Designer $ 185.00
11
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
12
DatA:•11/17/2008 Time: 2:39 PM TO: 8 17147313806
• Page: 002
DATE (YYADffyM
CORD CERTIFICATE OF LIABILITY INSURANCE 11 17 !GDS
A
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UP•)N THE CERTIFICATE
PRODUCER (949) 970-2111 PAY: (949) 410-2126
OR
EXTEND
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Superior Access Insurance Services Inc AHOLDE LTER THE CCIOVERCERTIFICATE DOES N07 AME
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AGE AFFORDED BY THE POLICIE
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92618-2924 INSURERS AFFORDING COVERAGE NAIC#
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Irvine ,ti_a;PEF A Hartford Casualty Ins Cc 29424
INSURED
The Peterson Group Inc INSt FIFE
180 Newport Center Dr #209 NI-PEFC
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Newport Beach G 92660 IN9.PEP E
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THE POLICIES OF INSLI OU FOR THE POLICY PERIOD RICA "ED- NOTWITHSTANDING ANY
INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED,
RESPECT TO WHICH THIS CERTIFICATE MAY IE ISSUED OR MAY PERTAIN.
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REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WI
HE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONIIT IONS OF SUCH POLICIES.
THE INSURANCE AFFORDED BY T
POUCY EFFECTIVE POLCY EXPIRATION
LIMITS
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INSR DDl POLICY "SIR DATE M DATE MMJODA
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TYPE OF INSURANCE _ 2 QQQ
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GENERAL UABILffY ?'uEA--TC - FEt:-E _ S 300,000
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10,000
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AUTOMOBILELIABLffY _'••=•'"?I'LE T S 2,000,000
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DESCRIPNON GF OPERATIONSLOCAMONSNEMCLESEXCLUSIONS ADDED BY ENDORSEMEMISPECIAL PROVISIONS
City of Santa Ana added as additional insured(vondor)
City of Santa Ana
20 Civic Center Plaza
Santa Ana, G 92701
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF. THE ISSUING NSUREI WILL ENDEAVOR TO MALL
10 DAYS vraTEN NOTICE TO THE CERTIFICATE HO DER NAMED TO THE LEFT. BUT
FAILURE TO DO BO SMALL IMPOSE NO OBLIGATION OR L %B LIrY OF ANY KIND UPON THE
I THORDEDREPRESENTAme . .
C.._ I•
INS025 ° --
late: 11/17/2008 Time: 2:39 PM TO: 8 17147313808
Page: 003
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this
certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies rray require an
endorsement A statement on this certificate does not confer rights to the certificate holder it lieu of such
endorsement(s)-
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract bet"m the issuing
insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively
amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD 25 (2001103) _
INS025 %- ---
D4tp: 11/21/2008 Time: 9:35 AM To: @ 17147313806
Page: 001
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
POLICY CHANGE
This endorsement changes the policy effective on the Inception Date of the policy unless anothe date is indicated
below:
-^ Policy Number: 72 SBA AA1945 :.X
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COPY
Named Insured and Mailing Address; --.u PETERSON GROUP. IUC.
16G ti>k?ORT CENTER 1R-VE f27C
N-@PORT BEACH C3 93660
Policy Change Effective Date: 11; 141106
Effective hour Is the same as :Mated in the
Declarations Page of the Policy.
Policy Change Number: O04
Agent Name- SJPERIOR ACCESS I1IS S2VC 71[C.'PFS
Code: _alaao
POLICY CHANGES:
HARTFORD CASUALTY IIISURAITCE COMPANY
ANY CE .NOES :N YOUR PREMIUM WILL EE RcFLECTED IN YOUR [TEXT BI:LI11;
STA-EMEN'2.
TFIS IS NCT A BILL.
NO PREV.-'jm DUE! AS OF POLIC7 ::FANGE EF?ECTIVE DA-n
F^RM \'TS^RS OF EITDORSENEHTS REVISED AT ENDORSEMENT ISSUE:
13[12001155 ADDITIONAL INSURED - PEPSO1T-ORGA\=ZATi Ct1
PFO RA?A FA-'OR: 1.000
^!?IS -MORSEMENT DOSS NOT T?IA11GE THF. PCICY EXCEPT AS SHOWN.
Form SS 12 11 04 05 T Page 001
Process Date: "- 120/2 Policy Effective Date: li .4 0s
Policy Expiration Date: 0:/25 09
V1 COPY
Date: 11/21/2008 Time: 9:35 AM TO: @ 17147313806
Page: 002
POLICYNUMBER:72 SBA AA1945
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADD: '-'10\aL IHS'.iRED - PEp.SOt1-OR=jTZATIOL]
'(SS, KSL LA COSTA RESORT CC, LL,C; KSL rLA COSTA DEVELOPMEV"_'
_CR?ORAT_Cl% AND HSL LA COSTA PA?ENT, LLC
21CC COST? DEL VAR ROAD.
=At_,ESBAD, CA 92CC9
A.TTN: HCSEA
FTC\?id.^.OD ?ROPEP.mIES
?535 EIRCH STREET STF 180
.,E4.?OR'I- BEACE, CA 92550
L;0001 13113GO01
-IT] OF EOPE
C7_AR' CA 910-'C
CITY OF SANTA A\A
Z0 CIVIC _EITTER PLAZA
SANTA ANA. CA 92'701
Form IH 12 0011 95T SEQ. NO. 003 Printed in U.S.A. Page C01
Process Date: '-1!20/CS Expiration Date: O'_ / 2 9/ C 5
Doi COPY
Trujillo Rose Ann
From: Sheedy, Laura
Sent: Wednesday, December 03, 2008 4:14 PM
To: Kindig, Christy
Cc: Trujillo, Rose Ann
Subject: RE: The Peterson Group
I have Peteson's workers comp ins. I will send it up to the Clerk.
Thank you
Laura
From: Kindig, Christy
Sent: Wednesday, December 03, 2008 2:52 PM
To: Sheedy, Laura
Subject: The Peterson Group
Laura,
I got your message that The Peterson Group is all clear for insurance. Rose Ann Trujillo has the contract and it shows
Worker's Comp is still outstanding. Would you mind replying via email to Rose Ann and myself saying it is cleared?
Thanks,
Christy Kindig, Office Supervisor
City of Santa Ana Public Works Agency
P.O. Box 1988, M-21
Santa Ana, California 92702
(714)647-5022,(714)647-5069 FAX
ckindig(a- Santa-ana.orq
,__Commercial Certificate of insurance
Agency . ALLINSON, AGENCY INC.
Name . 14151 NFWPORTAVF#101
& • TUSTIN, CA. 92780
Address • 714 838 2860
St. 97 Lust. 66 Agent 323
Insured
THE PETERSON GROUP INC.
Name 180 NEWPORT CENTER DR. #270
& NEWPORT BEACH, CA. 92660
Address
FARMERS'
Issue Date (MMtDDfri'} ' I210Z'08
This cestifiicste is hoed as a matter of infomrtation only and confers no rights
upon the certificate holder. This certificate does not amend, extend or alter the
coverage afforded by the policies 9town below.
Companies Providing Coverage;
company A Truck insurance Fxchangc
icau
company $ Farmers Insurance Exchange
my C Mid-Century Insurance Company
cm
to paiy f)
Coverages r
j This is to certify that the pokits of i surance listed below have been Lcared to the inn¢ert named above for the poor period indicated. Nowitlatar g
any requirement. rennet or condition of any contract or other domflustt with reTect to which this certificate may be issued or rimy pertain, the insurance
afforded by the polices described herein is object to all the tom. exclusions and conditions of such policar. Limits shown may have been reduced by ;
d daims --t
i Type of Insurance ; Panty Number
? Policy Effective
Dae i:tAwom7 ration
Date ration Policy L imits
. General A88tegate- 3
General bability
3
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Liability i
1 ' Personal &
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5
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S
Owners & Contractors Prot ... , /. . ;: ; FOR i Medical Fxpeme
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AutornWleLiabildy Combined Single 5
` t An Owned Commercial
Autos
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rfg
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Umbrella liability Limit
A j Workers' Compensation 3 401097222
111/11108
04111109 sta"
Each Accident
S 1,000,000
and Disease -Each Emtdgxc $ 1,000,OW
Employers- Liability Disease - Polity Limit $ 1,o0o ooo
---
Description of Operations(Vehicles/Restrictions/SPedal items;
Cer ificate Holder
CITY OF SANTA ANA
Name 20 CIVIC CENTER PLAZA
& SANTA ANA, CA 92701
Address
Cancellation
Should any of the above dex rlbed policies be cancelled before the espiration date
therent the lmdng tamtpany will endeavor to mail 30 days written notice to the
certificate how named to the lit, but h9ure to retail such notice shall impose no
mlxesentatlws.
obf n o Bairinty of any ldnd jtport di; company. its agmts or
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A? I?' CERTIFICATE OF LIABILITY INSURANCE °A
G'
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THIS CERTIFICATE IS ISSUED AS A BATTER 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 INSURERS), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. ! n„
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(iss) must he endorsed. 1 5 B ATiON IS WAIVED, subject to the
terms and conditions of the policy, certain policies may require an endorsemenL A statement on this certificate does not confer rights to the
certificate holder in lieu of such andorsement(s).
PRODUCER CONTACT
NAME At< DREV+1 W MORRIS,„ p?
(94%470-2111, Fax (949)470-2220 z
l Na 3d(- ?j
Fjj {71 kid 391A
SUPERIOR ACCESS INSURANCE SERVICES IN(, EMAIL
ADDRESS .?RTOrr"s_c,¢lfarrtt?L58gERLC#ft71
5 OLDFIELI3 INSllRE 5 A£FORI3FNG COVEIiACsE _?iAID aI
. ..
IRVINE CA 92618
.._.... ... ... ..._. ....- .................. INSURER A: HARTFORD CASUALTY INC CO 29424
L*ISURED
THE PETERSON GROUP INC INSURER a :
........... ..._--, - .. ....._. .,.. _ _....... - , ...._..?
RPORATE PLA
ITE
0 MUAER C
2 CO
ZA DR SU
15
NEWPORT BEACH, CA 92660 INSURER D _---- _._...._..._ ..........
A-2008-305 INSURER
IN5lIRER 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 LWCH THIS
CERTIFICATE MAY HE ISSUED OR F,4AY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOVI,, I MAY HAVE BEEN REDUCED BY PAID CLAIMS
tr€SR' .?__.... n[stu,SUBR
LTR TI PE t tIaSURANC>
iTtStICYEi POLICY lap
POLICY NUMBER M YYYY MMJ?DQNYYY _.,...._...- ..._....._....
+ LIMITS
GENERAL LIABILITY
rC^ OCCURREICE
S 000,000
E?
. c0
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? ; .._SI'Eacra.ta'3 30{I,0{}t
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..... 72SBAAA1945 01I29i2011 0112912012 5 Zfl00,4?
s4,000,000
..........
S 4,000
000
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AUTOMOBILE LIABILITY
S 2.
............. L _.
A .? ....__... S 'S'3'. 72SBAAA1945 0112312011 4112912012 ...._ .......... _.. .,..... ??..
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UMBRELLA LIAR .: C-CC€:R
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zS
EXCESS LIA$ MS-MACE
3
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?_D RETE iTZNS S
. WOR'RERSCOMPENSATION '-- C--,
AND ENPLDYERS LUteIUTY
Y N
...
ANY b-R RTNE2-Y;GLMVC - ?'
I2xaizuy m}i H} - .E E. t4'-L
- - 3EASE-PO zCY Y i s
-UFQRM
DESCRIPTION OF OPERATIONS I LOCATIONS i VEItICLES {Attach A CORD,a? H nwm spate i3 m pfirsd)
Certificate Holder added as Additional Insured
?,ttL* ??3c:e
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f;
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CERTIFICATE HOLDER CANCELLATION
CITY OF SANTA ANA
20 CIVIC CENTER PLAZA
SANTA ANA, CA 92741
SHOULD ANY OF THE ABOVE OESCRIBEO POLICIES aS CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
REPFIESE2iTATNE
0 1 988-201 0 ACOR€) CORPORATION. All rights reserved.
ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD