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Home My WebLink AboutOH INSURANCE AGENCY/ALLSTATE INSURANCE AGENCY (3) - 2011INSURANCE ON FILE VJORK MAY PROCEED UNTIL INSURANCE EXPIRES N-20?'1-074-001 G -/6 - /2 CLERK OF QQ??NCII? 20ta DATE: J?" Syw i G V u^ 2C? 15?Z FIRST A NDER THE WORKFORCE INVESTMENT ACRT EMENT THIS FIRST AMENDMENT, made and entered into this 29"' day of September, 2011, by and between Oh Insurance Agency/All State Insurance Agency ("Employer") and the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the State of California RECITALS A. The City and Employer entered into that certain On-the-Job Training Agreement Under the Workforce Investment Act dated May 31, 2011, hereinafter referred to as "said Agreement". B. The parties hereto now desire to amend said Agreement, to reduce the number of individuals to be served, and to reduce the Budget of said Agreement. Relevant exhibits affected by these changes will also be amended. WHEREFORE, in consideration of the mutual and respective covenants and promises hereinafter contained and made, and subject to all of the terms and conditions of said Agreement as hereby amended, the parties hereto do hereby agree as follows: 1. Section 1, "Term" of said Agreement is amended to extend the term of the Agreement through October 31, 201 1. The terms of the Agreement allow for an extension of the Term by mutual agreement of all parties to a written Amendment. 2. Section 2, "Scope of Work", is amended as detailed in the revised Exhibit A which is attached hereto and incorporated herein by reference. 3. Except as hereinabove modified, the terms and conditions of said Agreement remain unchanged and in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this Amendment to said Agreement the date and year first above written. ATTEST: CITY OF SA'7TA ANA, a municipal corporation of the State of California "CITY" Maria D_ Huizar Clerk of the Council APPROVED AS TO FORM: Joseph Straka Interim City Attorney BY: ?; F•- Lisa E. Storck Assistant City Attorney BY:??' ? ?? Paul Walters Interim City Manager "EMPLOYER" Oh Insurance/All State Insurance BY: Jan Oh Exe uti Manager Agreement # - Exhibit A TRAINING PLAN I. GENERAL 1. Name of OJT Employer: Oh Insurance Aeencv/Allstate Insurance A?ency 2. Address of OJT Work-site: 1421 Warner Ave.. Suite D, Tustin. CA 92780 3. Phone Number: 714-247-1030 4. Training Supervisor: Janet Oh 5. Name of OJT Trainee: Guadalupe Arzate 6. Application Number of Trainee: 1012356 7. Proportion of trainees/employees: (at time Agreement entered into) a. Total number of employer's regular employees 5 c. Cumulative number of trainees currently in OJT 1 II. OCCUPATION AND ON-THE-JOB TRAINING OUTLINE: 1. Vendor #: 2. Occupation/Product or Service: Customer Service Ren. 3. Length of Time in Business: 13 4. ONET Code: 43-4051.00 SVP Level (4.0 to < 6.01 5. Hourly Starting Wage: $10 Start Date: 6/6/201 1 End Date: 10/31/2011 Hours 680 or Days or Weeks_ 6. State and Federal Tax I.D.: State: 464-94407 Federal: 33-0937743 7. Basic Work Week Hours: 40 1 Outline of On-the-Job Training Plan and Method of Asse.,sment: ELEMENTS OF TRAINING HOURS OF TRAINING 1. Will be trained to support the agency by developing exceptional customer 80 service. Develop client relationship through a courteous and prompt customer interaction. Measurement Method: Q 8c A, task observation and inspection. Goal is to achieve rate of proficiency within first Month and a half of training. 2. a. Learn to call policyholders to deliver and explain policy, to analyze 180 insurance programs and suggest additions or changes to change beneficiaries. b. Learn to send out introductory letters regarding agency and prompt service requirements. c. Learn to follow up on all referrals and leads. d. Learn to send out thank you cards for referrals. Measurement Method: Q & A, task observation and inspection. Goal is to achieve rate of proficiency within subsequent three and a half months. 3. a. Learn to sell various types of insurance policies to business and individuals 260 on behalf of insurance companies, including automobiles, fire, life, property, medical and dental insurance or specialized policies such as marine, far/crop and medical malpractice. b. Learn to interview prospective clients to obtain data about their financial resources and needs, the physical condition for the person or property to be insured, and to discuss any existing coverage. c. Learn features of various policies to be able to promote sale of insurance plans. Measurement Method: Q & A task observation and inspection. Goal is to achieve rate of proficiency within subsequent three and a half months. 4. a. Learn to seek out new clients and develop clientele by networking to find 160 new customers and generate lists of prospective clients. b. Learn how to insure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. c. Learn to confer with clients to obtain and provide information when claims are made on a policy. Measurement Method: Q& A task observation and inspection. Goal is to achieve rate of proficiency within subsequent three and a half months. RATING LEVELS: Measurement method: how will it be determined if OJT participant acquired the skill? QBcA, observation, product review/inspection, etc. PROFICIENT MODERATE III. COST COMPUTATION Example: Hourly Reimbursement at 50% $5.00 _ $ 3,400.00 Funding Source: WIA 201 Adult MARGINAL Hours 680 cost Per Trainee IV. Person(s) authorized to sign payment invoices for EMPLOYER: `C/?? 4 ? (/t?s LI/Vrc?LC'? ??? r/ ?/ ? I ?L 9/29/201 1 Print Name Si ature Tit a Date Print Name Signature Title Date ' .acoRO CERTIFICATE Q '" F`INSURANCE DATE (MM/DD/YY) , o?n22o1, PRODUCER THIS CERTIFICATE IS ISSUED AS AMATT ER OF INFORMATION ONLY ALLSTATE INSURANCE COMPANY ANID:CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS OH INSURANCE AGENCY CERTIFICATE DOES NOT AMEND, EMEND OR ALTER THE COVERAGE 1421 WARNER AVE., STE. D AFFORDED By THE POLICIES BELOW. TUSTIN, CA 92780 INSURED COMPANIES AFFORDING COVERAGE Janet Oh COMPANY A ALLSTATE INSURANCE COMPANY DBA Oh Insurance Agency LETTER 1421 Warmer Ave Ste D COMPANY B HARTFORD INSURANCE Tustin, CA 92780 LETTER COMPANY C LETTER COVERAGES THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD IND[CATED- NOTWRHSTANDINGANY REQUIREMENT, TERM OR CONDITIONOF.ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THE CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCEAFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS, CO TYPE OF INSURANCE POLICY NUMBER POLICY POLICY LIMITS LT EFFECTIVE DATE EXPIRATION DATE A GENERAL LIABILITY GENERAL AGGREGATE $ 1,000,000 X COMMERCIPL GENERALLJAB WTV PRODUCTS-COMP/OP AGO. $ 1,000,000 CLAIMS ]OCCUR 50661033 6/1612011 6/1.8/2012 PERSONAL &ADV. INJURY $ 1,000,000 OWNERS. CONTRACTORS PROT_ EACH OCCURRENCE $ 1,000,000 FIRE DAMAGE (Any one fire) $ 50,000 VIED EXPENSE (Any 'I Person) $ 1,000 AUTOMOBILE LIABILITY VED AS T COMBINED SINGLE LIMIT ANYAUTO App7it BODILY INJURY (Per P,mOn) $ ALL OWNED AUTOS SCHEDULEDAUTOS BODILY INJVRY(Per HIREDAUTOS y TOR A E K ACCident)' NON-OWNEDAUTOS GARAGE LIABILITY LIS • tt tant City PL i rney PROPERTY DAMAGE $.. s ss PER OCCURRENCE EXCESSLIASILITY EACH OCCURRENCE $ UMBRELLA FORM AGGREGATE $ OTHER THAN UMBRELLA FORM a _-? 6 - WORKER'S COMPENSATION EACH ACCIDENT $ 1 .000,000 AND 83 WEC JZ6626 10/13/2010 10/13/2011 DISEASE POLICY LIMIT $ 1,000,000 EMPLOYER'S LIABILITY DISEASE-EACH EMPLOYEE $ 1 .000,000 A OTHER CLAIMS MADE Description: Amount: Ds scrlpti- Deduc[IWe: _ BPP $ 500.00 $ 15,000.00 DESCRIPTION OF OPERATIO NS/LOCATIO NSfVEHICL ES/SPECIAL ITEMS 10 DAY NOTICE OF CA,NCEL.LATIONF OR NON PAYMENT OF PREMIUM With respect to claims arising out of the operations and uses performed by or on behalf ofthe named Insured, such insuracne as is afforded bythis policy is primary and 1s not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. - CERT IFJCATE.HDLOEF7;. a }, "CANCEULAT10" '; SHOULD ANY OF TIE ABOVE OESCRIBEO POLICIES BE CANCELLEO BEFORE THE EXPIRATION DATE THEREOF. THE. ISSUING COMPANY VYIL.L. MAIL City of Santa Ana 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE NAMED TO THE'-T _ 20 Civic Center Plaza Santa Ana, CA 92702 AUTHORIZED REPRESENTATIVE ADDITIONAL INSURED ENDORSEMENT Insurance Company -? I j??tzz-l-e ? V}S Vc rC+ r?c-? ?-? This endorsement modifies such insurance as is afforded b}, the provisions of Policy # _ O?b(<?, l 0=-?3 relating to the following: The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92702; its officers, employees, agents and volunteers 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. 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 canceled, 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 92702. (Completion of the following, including countersignature, i!; required to make this endorsement effective.) Effective CU1tt??-z-o t t this endorsement form as a part of Policy # Issued to .?;?1,1?? E-*1i, cS Fx-+ ?h ? 1??a--u rC-c ?-? c e' ? ?`?-? Named insured ? gpVED RS TO Countersignecl by??. ppP Authorized Representative gTORCK LISA Ecity Attorney f , Assistant y '', - _ _ . _,-• ?O