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EMPLOYEE GROUP INSURANCE RENEWALS (REACH EMPLOYEE ASSISTANCE) -2011
r A- 2011 -227 3 CONSULTANT AGREEMENT THIS AGREEMENT, made and entered into this 3rd day of October, 2011 by and between REACH Employee Assistance, 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 employee assistance programs. 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 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. Payments for services shall not exceed $34,410, annually, 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 January 1, 2012 and terminate on December 31, 2014, 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 Personnel 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 which 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, $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self - insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. 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. c. Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim. d. 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. e. 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: (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 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; excepting those claims, demands, purported liability, or consequential damages which arise out of the sole negligence of City. 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 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 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 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 Personnel Services City of Santa Ana 20 Civic Center Plaza (M -24) P.O. Box 1988 Santa Ana, California 92702 telefacsimile (714) 647 -6930 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: REACH Employee Assistance, Inc. 101 East Lincoln Avenue, Suite 230 Anaheim, California Attn: Dr. Marcus Dayhoff 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, any 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. 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, 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. 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 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 or Consultant upon sixty (60) days written notice of termination. If the Agreement is thus terminated by the City for reasons other than Consultant's failure to perform its obligations, City shall pay Consultant a prorated amount based on the services satisfactorily completed and accepted prior to the effective date of termination. Such payment shall be Consultant's exclusive remedy for termination without cause. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. DISCRIMINATION a. Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or mental or physical 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. b. Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or mental or physical disability. c. Consultant shall cause the foregoing paragraphs (a) and (b) to be inserted in all subcontracts for any work covered by this Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials. 14. 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. 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, 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: MARIA D. HUIZAR Clerk of the Council APPROVED AS TO FORM: JOSEPH STRAKA Interim City Attorney Laura Shee y Assistant City Attorney CITY OF SANTA ANA N. . 4X ��AUL M. WALTERS Interim City Manager REACH EMPLOYEE ASSISTANCE, INC. DR. MARCUS DAYHOFF CEO & Clinical Director EXHIBIT A SCOPE OF SERVICES Consultant shall perform the following duties and responsibilities throughout the term of this Agreement: 1. A. Assessment/Counselina /Referral for Employees and Dependents. A total assessment will be administered for a well- rounded analysis of the person's problem. Employees and immediate family members are entitled to up to three sessions per incident every six months. REACH provides professional assessment/counseling to the point of referring the client to an outside counseling professional or agency. In addition, REACH provides follow -up consultation. The number of sessions offered, within this limit, will be at the sole discretion of the REACH counseling staff. The City will be assigned a REACH liaison person. REACH provides quality, experienced counselors knowledgeable in assessment skills to provide personal counseling to employees and immediate family members. REACH also provides qualified and experienced staff to assist management on all aspects of Employee Assistance Program. Dr Marcus Dayhoff is administratively, operationally and clinically responsible for REACH. B. Confidentiality and Release of Information As a general rule REACH shall not disclose to the City the identity of City employees or immediate family members of City employees who elect to participate in the REACH Program offered under this Agreement. Exceptions - Notwithstanding the above, REACH shall release to the City in writing the following information on employees who have been referred into the REACH Program as a condition of employment with the City: A) Whether employee has agreed to participate in the Assistance Program. B) List of all appointments of employee kept and missed, together with reason, if any, for missing the appointment. C) Submission of the employees anticipated treatment plan as a participant in the Program. This plan shall consist of the following: 1) The anticipated number of visits, appointments, or sessions requested of the employee. 2) The type of therapeutic procedures in general terms that the employee is to receive during the employee's participation with the REACH Program or the treatment provider(s). 3) Description of the treatment service provider the employee is referred to by REACH. 4) Any other information not contained in the employee's treatment service provider medical record deemed appropriate by the City to evaluate the employee's participation in the Assistance Program. D) Any conclusion or opinion of REACH or employee's treatment service provider that the employee is limited or restricted in his/her ability to perform the employee's job duties, such limitation may be, but not necessary, limited to physical, psychological, or medical reasons. E) Any conclusion or opinion of REACH or employee's treatment service provider that employee's participation may necessitate employee's absence from the City. F) That employee has failed, refused, or otherwise has discontinued to proceed with the REACH Program or any treatment service provider. G) Report consisting of the following: 1) Diagnosis 2) Summary of treatment or therapeutic procedures 3) Disabilities, limitations, or restrictions of employee 4) Recommendation on further treatment. The above information shall be considered confidential information not subject to disclosure by REACH unless the City employee has on file with REACH and any treatment service provider in the REACH Program an irrevocable authorization(s), RELEASE OF INFORMATION to the City. On receipt of the City's request for the above information, REACH shall notify in writing, the City employee of the City's request. NOTE: The City agrees that in cases where an employee agrees to be referred by management to REACH, the Supervisor will seek written permission from the employee to inform REACH of the circumstances leading up to the referral. The City agrees to in no way insist or demand confidential information from the REACH program on specific individuals who do not want their information released to the City. Service Providers: Exceptions will also be made in cases when the employee and /or immediate family members sign a written release authorizing the release of information by REACH to one or more agreed upon service providers. C. Definitions a. "Client" shall mean an employee or his /her immediate family member participating in the REACH EAP program. b. "Treatment Service Providers" or "Service Providers" shall mean an outside counseling professional or agency, referred by REACH, whose services will be paid by the client. D. Counseling Hours REACH provides counseling hours from 8:00 a.m. to 8:00 p.m. Monday through Thursday, Friday 8:00 to 5:00 p.m. and will respond appropriately and effectively to employee needs. Every attempt will be made to see management referrals and employees in crisis as early as possible to the time of call and no later than 24 hours (during business hours) of the call being made. All other clients will be seen within 48 hours of the call being made. The City agrees to provide REACH with names and telephone numbers of liaison individual(s) at the City who can be contacted in cases of emergencies and keep REACH appraised of changes in contacts and telephone numbers. E. 24 -Hour Availability. 7 days a week REACH provides confidential intake and psycho - social assessment and counseling to the point of referral to employees and their immediate family members with a 24 hour telephone service. REACH assures that no calls go unanswered and that all crisis callers receive courteous and prompt service. During non - business hours, all calls answered by the REACH answering service will be connected to the on-call counselor. The REACHline number is 1- 800- 273 -5273. F. Location Employees and family members will have a choice of counseling either at one of our several conveniently located offices or at one of our service provider's office. • Referral Network • When necessary, REACH will refer employees and dependents to appropriate, cost effective, geographically convenient and high quality services provided by individuals and agencies which have been screened by our staff. G. Monitorina /Follow -up REACH will monitor and follow -up as long as appropriate all people referred by the REACH program to outside individuals and community resources to assure the problem is resolved and that the person is satisfied with the quality of referrals. In cases of management referrals, REACH will also follow -up regularly with the City on status of job performance. H. Service Utilization Reports REACH will provide quarterly confidential reports on service utilization, aggregate client profiles, assessed problems and outcome at case closure. Said report shall not disclose the identity of any client participating in the EAP. Customer satisfaction reports will be available upon request by the City. I. Benefits The City agrees to provide REACH with copies of all the City employee benefit plans and appraise REACH of all changes as they occur. J. Avoidina Conflict of Interest REACH agrees to avoid conflict of interest by providing up to three referrals to clients based on competency, geography and the most cost effective modality to deal with the client's problem(s). No referrals will be made to the private practices of REACH counseling staff members or to any private practitioner and/or agency that a REACH counselor has an economic relationship with. Only the City can make exceptions to this rule. K. Alcoholism and Chemical Dependency Intervention Services REACH provides job related alcoholism and chemical dependency intervention services as required. 2. Policy and Procedure The City agrees to consider implementing a policy and procedure statement on employee assistance when appropriate. REACH will provide technical assistance to the City staff in writing a policy and procedure statement on employee assistance. A. Training REACH will provide Management and Supervisory training sessions annually. It is recommended that no more than 25 managers /supervisors attend each session. The purpose of these training sessions is to make managers and supervisors aware of City employee assistance program policy and procedures, of how to identify poor job performance as it relates to personal problems and to familiarize them with the processes of referrals and follow -up. The effectiveness of each training session will be evaluated. B. Management Guidelines REACH supplies on request Management and Supervisor Employee Assistance Program guidelines for inclusion in City personnel management guidelines. C. Manager /Supervisor Consultation and Assistance REACH will assist managers and supervisors calling REACHline for consultation on how to deal with specific employee incidents or problems, which may require EAP intervention. The City agrees to encourage managers and supervisors to take advantage of this consultation service. 3. Program Promotion The City agrees to support REACH in developing a yearly EAP program promotion plan. a. EAP orientation classes for employees in groups of up to 50 will be available to the City as a means of introducing City EAP policy and procedures and utilization of REACH services. b. "Munch & Loam" presentations will be conducted periodically upon request by the City, at City locations to maximize utilization of REACH services. c. REACH brochure & REACHline cards will be supplied to the City for distribution to all employees. d. REACH Frontline will be electronically supplied to the City quarterly for distribution to all supervisors. e. REACHline.com will be available for online use to all employees and family members. Employees will be supplied a password as mentioned on REACH employee brochure for online secure area access. f. REACHline Posters will be supplied from time to time to the City for posting on official staff bulletin boards. g. Originals of promotional materials for inclusion as short articles in internal staff newsletter or as check stuffers will be supplied upon request by the City. h. REACH staff will participate at the City's employee benefit's fair upon request. i. REACH will assist with drafting of any EAP related materials to announce REACH services to employees. 4. Quality REACH conducts on -going quality assurance audits on all aspects of the program from inception to end of the contract year. REACH will supply the City with quarterly reports. CITY OBLIGATIONS a. Top management support and commitment is essential to the success of the REACH Employee Assistance Program at the City of Santa Ana. b. REACH is a totally confidential program. The City will only be aware of employees referred officially by management and information about that employee will not be released without written consent of the employee. c. REACH will not, in all cases, be able to resolve the employee's or dependent's problem(s) in the set number of counseling sessions. In such cases the employee or family member will be referred to quality, cost effective resources available within the community. d. Employees and dependents will not be charged for the services provided by REACH. If referrals are necessary, those referrals may result in additional cost to the City's benefit plan and may result in added costs to the employee or family member. e. The REACH program is made available to all full- and part-time employees and their dependents. The REACH benefit starts on the first day of employment. f. It is anticipated that the yearly employee utilization rate will be a minimum of 6-8 %. The REACH promotional program will aim at achieving at least this utilization rate. COMPENSATION The cost to the City for the services to be provided by Consultant shall be $1.85/ full time budgeted positions /month. The parties agree the City has 1550 full time budgeted positions. Persons employed by the City on a part time and /or temporary basis, and their dependents, shall be entitled to receive REACH services to the same extent as full time employees without additional compensation from City. The total cost to City shall not exceed $20,000 annually, during the term of this Agreement. v CERTHOLDER COPY P.O. BOX 420807, SAN FRANCISCO,CA 94142 -0807 CERTIFICATE OF WORKERS' COMPENSATION INSURANCE ISSUE DATE: 03 -01 -2012 CITY OF SANTA ANA SP BENEFITS DEPARTMENT 20 CIVIC CENTER PLZ SANTA ANA CA 92701 -4058 GROUP: POLICY NUMBER: 1555105 -2012 CERTIFICATE ID: 17 CERTIFICATE EXPIRES: 03 -01 -2013 03 -01- 2012/03 -01 -2013 This is to certify that we have issued a valid Workers' Compensation insurance policy in a form app-ovod by t`a 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. Authorized Representative President and CEO EMPLOYER'S LIABILITY LIMIT INCLUDING DEFENSE COSTS: $1,000,000 PER OCCURRENCE. ENDORSEMENT #1600 - MARCUS D DAYHOFF, PRESIDENT CEO - EXCLUDED. ENDORSEMENT #1600 - LETICIA A DAYHOFF, SECRETARY TREASURER - EXCLUDED. ENDORSEMENT #2065 ENTITLED CERTIFICATE HOLDERS' NOTICE EFFECTIVE 03 -01 -2000 IS ATTACHED TO AND FORMS A PART OF THIS POLICY. EMPLOYER REACH EMPLOYEE ASSISTANCE INC SP 101 E LINCOLN AVE STE 230 ANAHEIM CA 92805 M0408 (REV.8 -2010) PRINTED : 02 -17 -2012 SP �1aCC�iZ' °W CERTIFICATE OF LIABILITY INSURANCE �..• -�" DATE(MM/DD/YYYY) 2/16/2012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Van Wagner Agency PO BOX 9017 Woodbury NY 11797 CONTACT NAME: PHONE FAX A/C No Ext: - - �A/c,No):888- 290 - 0302_ E -MAIL -_- ADDRESS: _ PRODUCER - — cUSTOMER ID#: REACH -3 INSURER(S) AFFORDING COVERAGE _ NAIC # 2/17/2013 INSURED Reach Employee Assistance, Inc INSURERA:Ace American Ins. Co. 22667 AMA T RENTED PREMISES Ea occurrence - 650 North Rose Drive #350 INSURER B: INSURER C: Placentia CA 92870 INSURER D: MED EXP (Any one person) INSURER E: -PERSONAL BADVINJURY INSURER F: COVERAGES CERTIFICATE NUMBER: 2114497151 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 WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED 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. ILTR TYPE OF INSURANCE INSR V POLICY NUMBER MM/DD/YYY MM/DD/YYYP LIMITS A GENERAL LIABILITY ARM 149446 2/17/2012 2/17/2013 EACH OCCURRENCE $1,000,000 X AMA T RENTED PREMISES Ea occurrence - $100,000 COMMERCIAL GENERAL LIABILITY CLAIMS -MADE L" J OCCUR MED EXP (Any one person) $2,000 -PERSONAL BADVINJURY $1,000,000 GENERAL AGGREGATE $3,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OPAGG $1,000,000 POLICY PRO LOC JECT $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) - $ - - - - -- - - -- - ANY AUTO BODILY INJURY (Per person) - $ ALL OWNED AUTOS BODILY INJURY (Per accident) ------ - - - - -- $ -- SCHEDULED AUTOS ---------------- - PROPERTY DAMAGE (Per accident) HIRED AUTOS $ $ NON -OWNED AUTOS UMBRELLA LIAB _ OCCUR EACH OCCURRENCE $ EXCESS LIAB i CLAIMS -MADE _ _ AGGREGATE _ - _ $ DEDUCTIBLE RETENTION $ $ WORKERS COMPENSATION - �-� WC STATU- OTH- ANDEMPLOYERS'LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER /MEMBER EXCLUDED? ❑ N/A �-- T Y ----- ____ -- ___ $ ----- - - - - -_ -_ _ E.L. EACH ACCIDENT - -- - -- E.L. DISEASE - EA EMPLOYE -- (Mandatory in NH) If yes, describe under $ ----- - - - - -- E.L. DISEASE - POLICY LIMIT DESCRIPTION OF OPERATIONS below $ A Professional Liability ARM 149446 2/17/2012 2/17/2013 Each Occurrence $1,000,000 (Aggregate $3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) The City of Santa Ana, Its Officers, Agents and Employees are included as additional insureds as respects to the contract between Reach Employee Assistance, Inc. and The City of Santa Ana for services provided by the Insured. City of Santa Ana Attention Kathleen Crook, Human Resources 20 Civic Center Plaza, M -34 Santa Ana CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE V. -= © 1988 -2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD A-200- ACC>Ra CERTIFICATE OF LIABILITY INSURANCE 4 THIS CERTIFICATE IS MWED AS A [LATTER OF WFPRPAMON ONLY Alto WW * Tia"H RIPM, DIPQN 'am C . ,..,, CERTIFICATE DOES NOT AFFIRMATIVELY OR NMW*IELY AMEND, EXTEND OR ALI" THE COVHSRlW►►� - IIY THE POLICIES SILOW. THIS CQtTI KATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE MMNG iNVAUMM AUTHORIZED REPRpE11TATIVE OR PRODUCER, AND THE TF NQLPEN. IMPO . I oertMcate InWa S an TN the Po )must sft t0 tee Mme and conditions of the Policy, certain Policies may require an aldcrsama7L A statement on Ids owellca o does not confer reds to the De11McO h"r In Lea Of seal endorsurm t(sL PINOl1OEt The Dlvietal ofSta9 Rmk 95 CrawAays Paris Drive, P.O. Baas 9917 ty, KY 11787 THE MM "M DATE TNOtMW, NOTICE MLL as DWVWM N X117 a Ira Aefa D e ! RR waea ROUMAAM Empkryee Benefits M34 J Attn: Kethy gook eaLow REACK3 Reach Employee Assistance, Ina Dr. Mama Dayhoff 880 NOM ROM Drve SM Placentia, CA 92870 Aunna®REmasENTATWE P.O. Box 19M c; f: COVE!"Is CEFCIi= w2M OW14M NDICATI D WYMIPHETTANDMAKY REO,t4S9!Mt1T, S%Iti fii:Qt1.OF CERTIFICATE MAY BE ISSUED OR MAY PP7ttAN, TI1E E AFFORDED EXCLUSIONS AND OONDM NS OF SUCH PQI,Iy"W UNITS.. ' MAYHAVESEEf ANY .Q BK TO WHICH THIS SY THE TO ALL THE TERNS, TIPEDFMNUrArIQ tams 494MALL&ANAY CeeeA®ICL,L O&J ;RAWN L1rY O.WAS#MDE OOCCUR Y N UN 149W 7IIOt4 EACH OCCLWFRNM si S1040110 N ®DQ2 w000pw3wo f PFft,90IALdAOVNAAY 81100111,0110 GENOMAGGREGAM "In. AGGREGATELa1R PtR: PG.nCY LAC PRODUCTS- COM%OPAao h a AUTOMONi LI MRY ANY AUTO ALLOYMED AMW HIRED 903 PSCMB>AW A Ay a t SMY M.URY rwpv9 ) f BDMY MARY 0P epddeda nw a i L ••ma, a UAS EMMLLAS OCCUR ClAM1fMAOE eRCN OOMMMM i AGGREGATE : i NO ANY rael.OY OFJPARTt4r'Y O am"DAMEXMLMMfJEQJnVl Yr'1 a waWyl"MtF7a:LlAEDI iruf Mpe U s. MPAMMrePERATioN5 bear NIA Y A El. EACH ACCOQfr i EL DaEASE- lEAE/iL0 f ELDNEASE- MXYLMR s ProheMenelt Y tAerAe 7/[014 7fM1a Eeeh Yleldelt 51.004000 AEV"ae 55004000 OOGFnCN OF OPBUTIONf tLOCATMMI VEKCM 01eed1ACORD 101, Adtpm! Reneb sAfldMe, aeenAPeah nofta Cfty of Sams Ana is inducted as additional insured WXh respeGS to wont peromled by, or on behalf of the Named Insured. CANCELLATION CERTIFICATE HOLDER SHOULD ANY OF THE MOVE OMMMM POLNM M CANCELLED BEFORE THE MM "M DATE TNOtMW, NOTICE MLL as DWVWM N City of Santa Ana ACCORDANCE WITH THE POLICY PROVMDNL Empkryee Benefits M34 J Attn: Kethy gook Aunna®REmasENTATWE P.O. Box 19M Santa Ana, CA 92702 -1988 ®1588-2019 ACORD CORPORATION. AI rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD - mil THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. Nomd cawed Reach Employee Assistance, Inc. Nmer 15 Additional Numbv AHM 149443 2tl7f2014 to 2/17/2015 41`17!2014 wad ) ACE Amen= Insurance Company Additional Insured(s) Endorsement It is agreed that the natural person(s) or organizetion(s) rioted by name as additional 'insured(s)' in the Schedule below shall be considered additional 'insured(s)' under the Who Is An insured sec ions) of the applicable Coverage Parts) Indicated in the Schedule below, but solely with respect to such additional 'Insured's' liability arising solely out of: 1. if Professional Liability coverage is indicated for such additional ' insured', 'hesttixxre professional services' performed by you or on your behalf for such addpfonal'insured; or 2. if General Liability coverage is indicated for such additional "insured', 'bodily injury', 'property damage' or 'personal or advertising injury caused by an'oocumence' or offense that was caused solely by. a. you or your'employess' acting on your behalf,, and b. within the scope of your duties to and performed on b~ of such addttional 'Insured'. Where no coverage or defense shall apply herein for the Named Insured, no coverage or defense shall be afforded to such additional 'insured(sr. This coverage shall not apply to any labM9y arising out of the sole negligence of such additional insured(sr. Schedule Additional Insured: Address: Additional Applicable Coverage Part: Premium: City of Santa Ana Attn: Kathy Crook Included IS GENERAL LIABILITY Employment Benefits M34 P.O. Box 1958 COVERAGE PART Santa Ana, CA 92702 -1988 ® PROFESSIONAL LIABILITY COVERAGE PART This endorsement only applies to and amends coverage under this policy, including under any other Additional Insureds) Endorsements thereto, for those additional 'insured(s)' listed in the Schedule above. If this policy contains any other Additional Insured(s) Endorsements, then those endorsements remain in effect and are only amended by the terms of this endorsement with respect to those additional 'Insured(s)' fisted in the Schedule above. Coverage for any additional'insured(s)' not listed in the Schedule above remains unchanged. All other terms, conditions and exclusions of this policy remain unchanged. Mwim I i N-W, Authorized Representative PF- 12934e (08111) C ACE Limited, 2005, 2006.2007, 2011 Page 1 of 1 Allied, FAC & LTC Primary A - 20�i - I CFI ;'t -OtAER COPY PC Sex 8192. PLEASANTOTd. CA 94588 7*;CATE Of WORIUM' COkPENSAT{ON WSURAME ISSUE SATF 03 -03 -2014 CITY OF SANTA ANA Sr i"NEFITS DEPARTME? r 20 CIVIC CENTER PC2 SIN-A ANA CA 42701 -40" GRO'? POUCY NLWAW gM106-201a CeF'T!FICATE ID 22 i^ZPT'PCATE EXPWiM, 03 -Ot 2016 03 -01- 2016403 -£`t -7045 TS 6 to Cerii!y dlat Wa IM-e 's -ued a Valid Wo'karf Cpr0wvsa4on !=ranee Fol'z:y {r a fam, =x oxtl q ehe CaFfo.nu hr -T+oe ':aRS^ssinrF m he �:cyar MaMd 4wbwr '- xtne DcAoV acviod azhcoi TM Paley x not subRedt to enee!lvien by 'he Fa,d except tyen 30 drys adv o +-Etten -n^les to " enetoyar. We W, AR, #.* You 20 dm bekp eo nr!'ev chodd this oofiev be a , !lod Peet to 4s nermfl argiratlon This ee'Wiese of htx.raree is not a' .term" potiey and daa n7 0-A14 exmnd or xlw d- -sW,se atlxw M iM fey aced nerves Nffrwtlmu"'. ew . wm or of arq ac x 7aq/ 400ument with, rea7ec+ to rr�+e!` +lS wnfCvy 01 i� ba Wued x t7 P nlaF ax vwkr4nae a•`'_-raed by S ^r co;ic, tbst T' °9'eN� 9 n ekf to aA the -rn exattticm. and zi y &l mlicy. AtF.l+e ^a!d e?r' es r'i 6-e P- -si +an rd MC, FTaPI-DYER'S LTARTI,7T, LIMIT !NCLULITM DEFENSE COSTS $1,000.000 PER Or"RTNCE. FN0p"mawr smo - NAR/1J5 D imvmFF PmroTNT CED - EXCLUDED. FMOMRSEMENr ! *SOO - TF- - TA A DAV*AOfF SECRETARY TRTASt1RER - EXCLUDED. WMEMENT f2066 ENTTTLID CE+RTTFICATE FOLMS' NOTICE EFFTCTr" 03 -01 -2000 IS rTTACNFJ T ^. n.4e1 roaRas A aTr„T np TUIS PFR. CY. - �MLO''A REACR FwPtarrr .SiISTA13:E :Ar; SF 101 E I :rtts±, •.. +•rf - _ -- wfvn -mta tMKS r5' -pr's^ 03 -04 2014 SP