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HomeMy WebLinkAboutBLX GROUP, LLC FKA BOND LOGISTIX, LLC 5A-2012INSURANOE ON PILE , 9'JOlIX d110 PRIM 1W 14NudL N -2010- 094 -001 CLERK OF COUNCIL OAE . 4J 1 2013 FIRST AMENDMENT TO AGW FMF N F FOR C HMS C � Tq PROVISION OF ARBITAGE REBATE COMPLIANCE S ERVICES ch `t HIS FIRST AMENDMENT, effective as of the I" clay of July, 20t2, by and between BLX Group, 11C, a limited liability corporation ( "Consultant ") and the City of Santa Ana, a charier city and municipal corporation organized and existing underthe Constitution and laces ofthe State of California ( hereinatter „City'). RE C:ITA1 S A. The City and Consultant entered into that certain Agreement ' for : Provision of Arbitrage Rebate Compliance Services dated August T, 2010, hereinafter referred to as "said Ap'cement ", for Consultant to provide financial analyses and ctdculations relating to arbitrage rebate requirements. I3. The parties desire to amend said Agreement in order to extend tf e ter a thereof, WHEREFORJi, in consideratiota of the mutual and respective covenants and promises hereinafter contained and mane, and subject to all of the tennis and conditions of said Agreement as hereby amended, the parties hereto do hereby agree as follows: 1. `fhe "Terns" ofsaid Agreement (Section 1) shall be amended and extended through dune 3U, 2011. 2. Except as hereinabovc 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 Ag cement effectiv the date and year first. above written. ATTEST: Maria `ivir„L� Clerk of tho Council APPROVFsD AS TO FORIV(: Sonia R. Carvatho City Attorney Lisa lt. Stoix:l< Assistant City Attorney CITY OF SANTA By: ____._ __ _,R Kevin b o rk Interim City Manager BLX Group, ,L ,C A� CERTIFICATE OF LIABILITY INSURANCE DATE 03X7120' ° °mY' 03107/2013 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 15 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 345 CALIFORNIA STREET, SUITE 1300 CALIFORNIA LICENSE N0.0437153 SAN FRANCISCO, CA 94104 INSURED BLX GROUP LLC 777 SOUTH FIGUEROA STREET, SUITE 3200 LOS ANGELES, CA 90017 COVERAGES N -2010- 094 -001 CERTIFICATE NUMBER: ;TACT NE: JNE FA% No Ext) rc Not AIL DRESS: INSURERS) AFFORDING COVERAGE NAIC N URER A: XL Speolalty Insurance Company 37885 URER 8, URER C: URERD: URER E: URER F: SEA - 00237520101 REVISION NUMBER:3 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. ILR T R TYPE OF INSURANCE: ADOL JNM SUBR POLICY NUMBER MMIDIDY IYYYY MMIDDVYYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE -- $ — COMMERCIAL GENERAL LIABILITY DAMAGE( RENTED PREMISES S Ea occurrence ) $ CLAIMS -MADE F—I OCCUR - - MED EXP (Any one person) $ PERSONAL &ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LI MIT APPLIES PER PRODUCTS- COMPIOP AGG $ POLICY PRO- LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident BODILY INJ DRY (Per person) $ ANY AUTO k ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Par accldant) $ NON -OWNED HIRED AUTOS AUTOS PROPERTY DAMAGE Per accitlent $ Is UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN WC STATU- OTH- TORY LIMITS E ANY OFFICERIMEIMBEER EXCLUDED ?ECUTIVE� NIA E.L. EACH ACCIDENT $ E.L. DISEASE- EA EMPLOYE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A PROFESSIONAL LIABILITY ELU128066 -12 1112812012 1112612013 INVESTMENT COMPANY DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space Is required) REF: EVIDENCE OF PROFESSIONAL LIABILITY COVERAGE AS TO FORM ARPR:���FsD :LISA E. STORCK / Tit City Attorney CERTIFICATE HOLDER CANCELLATION / CITY OF SANTA ANA SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE ATTENTION: BICH TA THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 CIVIC CENTER PLAZA, M-25 ACCORDANCE WITH THE POLICY PROVISIONS. SANTA ANA, CA 92701 AUTHORIZED REPRESENTATIVE of Marsh Risk S, Insurance Services Evan Long �crllgv' © 1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) 1 'he ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 102533 LOC #: San Francisco ,A11C"RV ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY MARSH RISK & INSURANCE SERVICES NAMED INSURED BLX GROUP LLC 777 SOUTH FIGUEROA STREET, SUITE 3200 LOS ANGELES, CA 90017 POLICY NUMBER CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance BLX GROUP LLC PROFESSIONAL LIABILITY POLICY #: ELU128056 -12 OLICY EFFECTIVE DATE: 11/2812012 POLICY EXPIRATION DATE: 11128/2013 AGGREGATE LIMIT: $2,000,000 DEDUCTIBLE: $ 250,000 RELATED CLAIMS FOR E &O perk ')VP,D AS TO FORM __..LISA E. STORCK Assistant City Attorney ACORD 101 (2008101) © 2008 ACOIRD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AC ORO CERTIFICATE OF LIABILITY INSURANCE DATE(M0310812013 MI ° °IYY Y) - 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 MARSH RISK& INSURANCE SERVICES 345 CALIFORNIA STREET, SUITE 1300 - CONTACT NAME' PHONE FAx AIC Net E-MAIL ADO ESs: CALIFORNIA LICENSE NO 0437153 SAN FRANCISCO, CA 94104 Alm: Gene Williams (415'743 -0320 19025. OHS- WC -12 -13 INSURERS) AFFORDING COVERAGE NAIL p INSURER A; Twin Oily Fire Insurance CD 29459 INSURED BLX Group, LLC 777 South Figueroa Street, Suite 3200 INSURERS; Hartford Underwriters Insurance Company 30104 INSURER C; Hartford Accident & Indemnity Co. 22357 INSURER D: Los Angeles, CA 90017 INSURER E: COMMERCIAL GENERAL LIABILITY INSURER F; COVERAGES CERTIFICATE NUMBER: SEA - 002187565.09 REVISION NUMBER: 18 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. INSR R TYPE OF INSURANCE I.Sp B R POLICY NUMBER MMIDDYYY IY IDDYYY MM Y LIMITS GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED COMMERCIAL GENERAL LIABILITY PREMISES EaoccUrcn $ CLAIMS -MADE 171 OCCUR MED EXP Anyone person) $ PERSONAL& ADV INJURY $ GENERAL AGGREGATE S GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS - COMPIOP AGG S $ POLICY PRO- LOG JECT AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea apoldent $ BODILY INJURY (Per person) S ANY AUTO BODILY INJURY (Per accident) $ ALL OWNED SCHEDULED AUTOS AUTOS ROPERTnDAMAGE S NON -OWNED HIRED AUTOS AUTOS UMBRELLA LIAR OCCUR EACH OCCURRENCE E AGGREGATE $ EXCESS LIAR CLAIMS -MADE DED RETENTION $ $ A WORKERS COMPENSATION 57 WE TU9541(ADS) 1010112012 10101/2013 X WCSTATU- OTH- B C AND EMPLOYERS' LIABILITY ANY PROPRIETORIPARTNERIEXECUTIVE YIN OFFICDAMEMBER EXCLUDED? (Mundanely In NH) NIA 57 WE TU9541(TX) 57 WE TU9541 (CA) 10101/2012 1010112012 10/01/2013 10/0112013 E.L. EACH ACCIDENT $ 1'000'000 E.L. DISEASE -EA EMPLOYE $ 1,000,000 E.L. DISEASE, POLICY LIMIT 1,000,000 $ If yes, deacrihe under DESCRIPTION OF OPERATIONS below 7 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space Is required) MIT L90, Professional Services Contract L% VL.ISs [. S ne pvtw Assistant Cilty rFRTIFICATF Hni DFR CANCELLATION City of Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Attn'. Bich Ta THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 Civic Center Plaza, M -2 5 ACCORDANCE WITH THE POLICY PROVISIONS. Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE of Marsh Risk &Insurance Servlcee Gene Williams Nl.O ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010 /05) The ACORD name and logo are registered marks of ACORD av �'w CERTIFICATE OF LIABILITY INSURANCE °0913 MO11 09f3012074 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 dose not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER ARSH RISK& INSURANCE SERVICES 345 CALIFORNIA STREET, SUITE 1300 CALIFORNIA LICENSE NO. 0437153 SAN FRANCISCO, CA 9410 Attn: Gene Williams (415)743.8320 19025- BLX- WG14-15 CONTACT PHONE —' IFAX A No c : Alc No: __,; E4,l a D S: INSURER(S) AFFORDING COVERAGE ! NAIC# INSURER A: Twin Gty Fire Insurance Go ;29459 INSURED BLX Group, LLC T77 South Flguaroa Street, Suite 3200 Las Angeles, CA 90017 INSURER 9 : Hartford Awrissra & Indemnity Co. 122357 HaRfoN Casue Ins Go 129424 INSURER C: M _ — INSURER D: Sen inei Insurance ComPany INSURERS: PRODUCTS- CQMPlOPAGG $ _ MSURER F: I COVERAGES CERTIFICATE NUMBER: SEA- W2187505 -95 REVISION NUMBER: 18 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POUCY 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. Well I 70-o['XQaR LTR TYPE OF INSURANCE HNSRImarn POLICY NUh16ER POLICY EFF j POLICY EXP LIMITS pmsucIDIYY ) lfiwm (YVY GENERAL LIABIU'IY EACH OCCURRENCE 1 S " GGM AERCIAL GENERAL LIABILITY ll DAMAGET RENTED PREMISES (Eaomurtenca S GLAIMS -MADE I�OCCUR I MEDEXP(AOY One Person} �5 of Marsh Risk & ineuranre Services i `PERSONAL &ADV INJURY S Gene Williams �I GENERAL AGGREGATE 8 I OEN1AGGREGATE LIMIT APPLIES PER: I, PRODUCTS- CQMPlOPAGG $ 1� PRO. ✓- -{ LOC i 1 s POLICY COMBINE SINGLE LIMB MOILELIABILITY BODILY INdUR`.'(Perperson) & ANYAUTO ',,. 7',OALL ! OWNED —1 SCHEDULED IBDDILYINJURY (Per acdtlent) S AUTOS AUTO$ NON -AWNED 1 ,PROPERTY DAMAGE s MIRED AUTOS AUTO§ Pe aoaaaf S UMBRE LA 4 9 OCCUR 1 EACH OCCURRENCE 5 j EXCESS LIAR I CLAIMS -MADEI AGGREGATE 3 ! S i DEC I RETENTIONS A {WORKERS COMPENSATION 157 WE DZ7249(AOS)TL,NK,WA) 110!0172014 1010112016 1 TWCSTA'Jy- �OTIT ER AND EMPLOYERS' LIABILITY YIN B ' ANV PRGPRIETORIPABTNER/Ex€cunvE ❑N N l A ! 57 WE DZ7249 (CO,DC,DR,MA,MN,WVJ 10/01/2014 10101(291 EL. EACH ACCIDENT , s 1,009'00 C tMandatory in NHj EXCw°em '157 WE DZ7249 TX and AZ) 10I01I2014 1Cl07/20'6 1,000,000 ( ! E.L. DISEASE -EA EMPLOYED S IfYa5 dsscnhe under D I DESCRIFTIDN OF OPERATIONS below I 157 VJE UZ7249 (GA} �1N01Y2014 10/01 @015 i 1,000'00 t E.L. DISEASE • POLICY LIMIT 3 I I I DESCRIPnONOFOPERATION $1600ATIONS (VEHICLES (Attach ACORD 101, Additional Remarks Schedula, HI opinion IS requund) Professional Services Central l:AN(:F) I GPt7N ACORD 26 (2010 105) {m 1988.2030 ACORD CORPORATION, ION, A)1 rights reserved. The ACORD name and logo are registered marks of ACORD f��Irl� wed b�. +Ah �a )� e atyof Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE AtIn: Rich Ta THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 C'lvic Center Plan, M -2 5 ACCORDANCE WITH THE POLICY PROVISIONS. Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE of Marsh Risk & ineuranre Services Gene Williams ACORD 26 (2010 105) {m 1988.2030 ACORD CORPORATION, ION, A)1 rights reserved. The ACORD name and logo are registered marks of ACORD f��Irl� wed b�. +Ah �a )� e