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HomeMy WebLinkAboutKEENAN & ASSOCIATES - 2018C t SURANGE U; 1i: RK Enry PRICEED NTIL I,;SURANCE EXPIRES CLERK OF COUNCIi.. DATE: '7- 7, i — I CONSULTANT AGREEMENT A -201 6 -162 THIS AGREEMENT is made and entered into this 21st day of .tune 2016 by and Between Keenan & Associates, 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 insurance product%'and related services in conjunction with the health and welfare benefits provided to the City's eligible employees 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 condition's 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 and Consultant agree that City shall not pay any compensation to Consultant under this Agreement, All compensation to Consultant shall be directly paid by the insurance carriers to the Consultant according to the commission arrangements, b. Consultant agrees to accept current commission agreements in place with the insurance carriers and notify the City of any change in commission structure. 3. TERM This Agreement shall commence on the date first written above and terminate on ,tune 30, 2018, unless terminated earlier in accordance with iSection 15, below, The City may extend the term for one (1) additional three-year period upon the exercise of an option executed in writing by the City Manager 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 $hall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employees social security taxes, unemployment Insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement CDocuments & Data "). Consultant shall require all subcontractors to agree in writing that City is granted a non - exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 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. Cohsultant shall maintain commercial 'general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insureds) 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, with $2,000,000 in the aggregate. 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. b: Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,OOO,000 per occurrence. Such insurance shall include coverage for hired and non owned automobiles. C. Worker's Compensation Insurance, In accordance with the provisions of Section 3700 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 uhdar'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 with $2,000,000 in the aggregate. 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 by the City. (iii) Consultant agrees to provide thirty (30) days written notice prior to making any changes to their insurance that cause coverage levels to fall below the minimum requirements pursuant to this section. 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 affect Consultant's right to be paid for Its time and materials expended prior to notification of termination. Consultant waives the right to 'receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents,.empJoyees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason or the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement, The Consultant further agrees to indemnify, hold harmless; and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or 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. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright Infringement, Including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly Identifiable. Consultant she [I allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. 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 ahy 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. 11. 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. 12, 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 fax 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: and Edward Raya; Executive Director of Personnel Services City of Santa Ana 20 Civic Center Plaza (M -24) P.O. Box 1988 Santa Ana, California 92702 Fax 714- 647- 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: Keenan & Associates 2355 Crenshaw Blvd., Ste. 200 Torrance, CA 90501 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 fax, 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. 13. 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, shalt not bind or obligate .Consultant or 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. 14. 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. 15, 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. 16. 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. 17. DISPUTE RESOLUTION a. In the event of any dispute arising out of or relating to this Agreement, such dispute shall be resolved by submission to binding arbitration before Judicial Arbitration & Mediation Services ( "JAMS ") or ADR Services, at the claimant's choice, in Orange County, California, before a retired judge or justice, If the parties are unable to agree on a retired judge or justice, the selected arbitration service (JAMS or ADR Services) will select the arbitrator. b. in any such arbitration, the parties shall be entitled to take discovery in accordance with the provisions of the California Code of Civil Procedure, but either party may request that the arbitrator limit the amount or scope of such discovery, and in determining whether to do so, the arbitrator shall balance the need for the discovery against the parties' mutual desire.to resolve disputes expeditiously and inexpensively. C. The prevailing party in any action, arbitration, or proceeding arising out of or to enforce any provision of this Agreement will be awarded reasonable attorneys' fees and costs incurred in that action, arbitration, or proceeding, or in the enforcement of any judgment or award rendered:" 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. 18. PROFESSIONAL LICENSES Consultant shall, throughoutthe 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. Cohsultantshall 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. 19. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below 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 sot 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: SONIA R. CARVALHO CityAgorney rtte By: M l fA -N4-'� d - Laura Rossini Senior Assistant City Attorney RECOMMENDED FOR APPROVAL: Edward Raya Executive Director Pa sonnel Services CITY OF SANTA ANA DAVID CAVAZOS City Manager CONSULTANT Steve Gedestad Municipaitties Practice Leader Tax ID# 95- 2798626 EXHIBIT A SCOPE OF SERVICES HEALTH BENEFITS BROKERAGE AND CONSULTING SERVICES DESCRIPTION AND SCOPE OF WORK Consultant shall provide Health Benefits Brokerage and Consulting Services and be a Broker of Record for the City's employee insurance benefits. The City is particularly interested in Consultant to offer creative, innovative approaches, with a proven track record, that allows the City to maintain quality benefit programs and contain or reduce costs. Consultant will perform a full range of benefit program services related to the acquisition, Implementation, maintenance, communication and Improvement of the City's employee insurance benefits. Consultant shall provide services for some or all of the group employee Insurance benefits. Consultant shall provide services, including, but not limited to, the following: A. Procure group insurance coverage for Group Vision, Life, Accidental Death & Dismemberment, Long Term Dis6bUlty Insurance, Employee Assistance Program (EAP), Retiree Billing, and Section 125 Flexible Spending Accounts (FSA); S; Representation in ail negotiations with insurance providers on issues related to premiums, services, benefit level, plan design, special terms and conditions; C. Provide all renewal rates for the, upcoming calendar year by July 1 "'; D: Analyze existing coverage and identify or develop cost- saving alternative benefit strategies and plans; E. Assist in the development of long -range goals and strategies, including making recommendations and projections of potential savings; F. Provide quarterly claims experience reports; G Assist. the City in monitoring and analyzing experience trends and providing timely alerts on changing patterns and appropriate recommendations; H. ,Provide Information and recommendations regarding employee benefit issues, trends, existing, proposed and new State and /or Federal legislation (i.e. COBRA, HIPAA, ACA, IRS Rules and regulations); I. Upon request, provide, maintain and update comparison reports of other public and /or private companies' benefit plan offerings and costs to determine their competitiveness with the City's programs. J. Upon request, provide access to published benefit- related survey information; K. Be available to provide consultation on plan interpretation, explanation of plans and problem resolution; L. Be available to provide assistance to staff, employees and retirees with issues involving billing, claims, eligibility, problems, disputes, interpretation of contracts and services, changes and general troubleshooting; M. Be available to attend meetings with City staff, employees and /or retirees to facilitate and assist in the management of the City's employee benefit plans; N. Be available to attend the City's annual open enrollment health fair usually held in September each year; Q. Submit annual reports detailing compensation and/or commissions received from contracted carriers of the City; P. Coordinate the flow of information between staff and contracted carriers; Q. Manage plan transitions as necessary; R. Be available to assist staff with obtaining health benefits program materials; S. Be available to provide various types of reports as needed; T. Be available to provide information on new products as requested. POLICYWRITING INDEX WAGE 2 ACCOUNT 081693UM3BER we 58904 3- POLICY NUMBER - EFFECTIVE EXPIRATION 3 0203 3NUMBER 016 -205TE COMPUTER PRODUCED FORMS U -WC -317 -A 07 -94 WORKERS COMPENSATION CHANGE ENDORSEMENT U -WC -178 -C 08 -93 WOS- BLANKET - CALIFORNIA Irwurance for this coverage part provided by: Policy ZURICH AMERICAN INSURANCE COMPANY NCCI Comoarty Nol0 6 63 NAMED INSURED ENDORSEMENT EFFECTIVE DATE POLICY NUMBER KEENAN & ASSOCIATES INC 10 -16 -15 WC 5896463 -03 POLICY TERM: 10 -16 -2015 TO 10 -16 -2016 _ ENDORSEMENT NUMBER 001 Change Description THE FOLLOWING FORM(S) HAS BEEN AMENDED: MAN —CA001 08 -93 WOS— BLANKET — CALIFORNIA THE FOLLOWING FORM(S) HAS BEEN DELETED: WC 04 03 06 04- -84 WAIVER OF RIGHTS TO RECOVER FROM OTHERS PREMIUM CHANGE PRO -RATA FACTOR Additional Coverage Premium NO CHARGE Return Coverage Premium NO CHARGE Additional Taxes & Surcharges Return Taxes & Surchargesmm Total Additional Premium Total Return Premium Countersigned: U- WC- 317- A(07 -94) This endorsement is issued by the company named on the Information Page. It forms a part of the policy as of the effective date, at the hour stated on the Information Page. This endorsement changes the insurance as is afforded by the policy relating to the following: WOS— BLANKET — CALIFORNIA WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY INSURANCE POLICY WC 04 03 06 (ED. 4 84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT — CALIFORNIA WE HAVE THE RIGHT TO RECOVER OUR PAYMENTS FROM ANYONE LIABLE FOR AN INJURY COVERED BY THIS POLICY. WE WILL NOT ENFORCE OUR RIGHT AGAINST THE PERSON OR ORGANIZATION NAMED IN THE SCHEDULE. (THIS AGREEMENT APPLIES ONLY TO THE EXTENT THAT YOU PERFORM WORK UNDER A WRITTEN CONTRACT THAT REQUIRES YOU TO OBTAIN THIS AGREEMENT FROM US.) YOU MUST MAINTAIN PAYROLL RECORDS ACCURATELY SEGREGATING THE REMUNERATION OF YOUR EMPLOYEES WHILE ENGAGED IN THE WORK DESCRIBED IN THE SCHEDULE. THE ADDITIONAL PREMIUM FOR THIS ENDORSEMENT SHALL BE 0% OF THE CALIFORNIA WORKERS' COMPENSATION PREMIUM OTHERWISE DUE ON SUCH REMUNERATION. SCHEDULE PERSON OR ORGANIZATION JOB DESCRIPTION WHEI,REQUkI,RED BY A WRITTEN CONTRACT INSURANCE INSPECTIONS POLICY NUMBER WC 5896463 -03 WITHIN THE STATE OF CALIFORNIA U -WC -178 -C (8193) Liability Insurance Endorsement Policy Period APRIL 1, 2016 TO APRIL 1, 2017 Motive Date APRIL 1, 2016 Policy Number 3579 -60 -32 LAO Insured KEENAN & ASSOCIATES Name of Company FEDERAL INSURANCE COMPANY Date Issued MAY 27, 2016 This Endorsement applies to the following fors: GENERAL LIABILITY Under Who Is An Insured, the following provision is added Who Is An Insured Additional Insured - Persons or organizations shown in the Schedule are insureds; but they are Insureds only if you are Scheduled Person obligated pursuant to a contract or agreement to provide them with such insurance as is afforded by Or Organization this policy. However, the person or organization is an insured only: • if and then only to the extent the person or organization is described in the Schedule; • to the extent such contract or agreement requires the person or organization to be afforded status as an insured; • for activities that did not occur, in whole or in part, before the execution of the contract or agreement; and • with respect to damages, loss, cost or expense for injury or damage to which this insurance applies. No person or organization is an insured under this provision: that is more specifically identified under any other provision of the Who Is An Insured section (regardless of any limitation applicable thereto). • with respect to any assumption of liability (of another person or organization) by them in a contract or agreement. This limitation does not apply to the liability for damages loss, cost or expense for injury or damage, to which this insurance applies, that the person or organization would have in the absence of such contract or agreement. Liability Insurance AddMonailnr. — Urganizallon continued Form 80-02-2367 (Roy. 5-O7) Endoreemunr �� Page 1 Llahlllfy Insurance form 80-03.2973 (Ed. 4.94) CITY OF SANTA ANA 20 CIVIC CENTER PLAZA (M -30) P O BOX 1988 SANTA ANA, CA 92702 All other terms and conditions remain unchanged. AufhadfsdRapraaanMve -- --��"� CONDT- WAVEROFi Endomsmanf 'RECOVER hatpage page 8 ACC>R H CERTIFICATE OF LIABILITY INSURANCE DATE 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 CONTACT NAME: Patti PIRICOW9k1 ACNNO Ex (818)257-7414 AIC No: (818)257 -74150 GNW- Evergreen Insurance Services License Number 0757776 ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# PO Box 20005 INSURER A:Federal Insurance Co. 20281 Encino CA 91416 -0005 INSURED INSURER B:Fireman Is Fund Insurance CO 21873 INSURER C:Federal Insurance Company 20281 Keenan & Associates INSURER D: P.O. Box 4328 INSURER E $ 200,000 1 INSURER F: $ 5,000 Torrance CA 90510 COVERAGES CERTIFICATE NUMBER:CL1632245498 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. INSR LTR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF MMIDD1YYYf POLICY EXP MMIDO LIMITS L� Gloria Dunkel /GLORTD X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 A CLAIMS -MADE ❑X OCCUR DAMAGE TO RENTED PREMISES Ea occurrence $ 200,000 MED EXP(Any one person) $ 5,000 X 35796032 4/1/2016 4/1/2017 PERSONAL& ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY❑ PECOT ❑ LOC PRODUCTS- COMP /OPAGG $ Included $ OTHER: A AUTOMOBILE LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS f� 74970343 ^� r✓ 4/1/2016 4/1/2017 CEOM FINED SINGLE LIMIT a accident $ 1,000,000 BODILY INJURY (Per person) $ BODILY INJURV(Peraccident) $ X NON -OWNED HIRED AUTOS X AUTOS PROPERTY DAMAGE Per accident $ t $ X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 35 000,000 AGGREGATE $ 35 000,000 B EXCESSLIAB CLAIMS -MADE DEC X RETENTION$ 0 $ SU000058032285 4 /1/2016 4/1/2017 WORKERS COMPENSATION ANDEMPLOVERS'LIABILITV YIN PER OTH- STATUTE ER E.L. EACH ACCIDENT $ ANY PROPRIETOMPARTNERIEXECUTIVE OFFICER/MEMSER EXCLUDED? ❑ NIA E.L. DISEASE - EA EMPLOYE $ (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE- POLICY LIMIT $ A Crime 8225 -2297 4/1/2016 4/1/2017 Urnits:$10,000,000 Deductible $ 25,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is required) City of Santa Ana, its officers, employees, agents, volunteers and representatives included as additional insured. Coverage is primary non - contributory. CERTIFICATE HOLDER CANCELLATION ACORD 25 (2014/01) INS025 (201401) ©1988.2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City Of Santa Ana 20 Civic Center Plaza (M -30) THE EXPIRATION DATE THEREOF, NOTICE WILL ACCORDANCE WITH THE POLICY PROVISIONS. BE DELIVERED IN P O Box 1988 AUTHORIZED REPRESENTATIVE Santa Ana, CA 97207 L� Gloria Dunkel /GLORTD - ACORD 25 (2014/01) INS025 (201401) ©1988.2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AC"R & CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) TYPE OF INSURANCE 5/19/2016 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 have ADDITIONAL INSURED provisions or 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 Keenan & Associates 2355 Crenshaw Blvd., Suite 200 Torrance, CA 90501 CONTACT PHONE FAX c 310 - 212 -0363 uc Na : 310 - 212 -0363 EMAIL ADORES& INSURERS AFFORDING COVERAGE NAICA www.keenan.com 0451271 INSURER A: Zurich American Insurance Co. 16535 INSURED Keenan & Associates INSURER B: MED EXP Any one person) $ PO Box 4328 INSURER C: PERSONAL &ADV INJURY 2355 Crenshaw Blvd., Suite 200 Torrance CA 90501 INSURER D: GENERAL AGGREGATE INSURER E: PRODUCTS -COMPIOPAGG INSURER F: $ l91'Ia:PW 4-�"R Y I IirdL\li CUIId aM.- i0LOART'r ay11f- 9(�1d�d111,A1e1 - 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 LTR TYPE OF INSURANCE ADDL SUER POLICYNUMBER POLICY EFF MMIDDIYYYY POLICY EXP MMIDD/YYYY LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR L� `V\ ryVl� 1 /p �/ v EACH OCCURRENCE $ DAMAGET R NTED PREMISES Ea occurrence)5 MED EXP Any one person) $ PERSONAL &ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: POLICY [71 PEOT D LOC OTHER: GENERAL AGGREGATE $ PRODUCTS -COMPIOPAGG $ $ AUTOMOBILE LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS HIRED NON -OWNED AUTOS ONLY AUTOS ONLY n,l h.t( j� \ Z \ COMBINED SINGLELIMIT Ea accident $ BODILY INJURY(Per person) $ BODILY INJURY ( Per accdent I $ PROPERTY DAMAGE Per accident $ $ UMBRELLA LIAR EXCESS LIAR OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED I I RETENTION$ I $ A AND EMPLOYRSELABILIITY YIN RIETONPARTNERJE OFFCERPMEMB REXCLUDEOp ECUTIVE (Mandatory In NH) If yes, descrlbs under DESCRIPTION OF OPERATIONS below NIA WC 5896463 -03 10116/2015 10/16/2016 �/ STATUTE ✓ EERH E.L. EACH ACCIDENT $ $1,000,000 E.L. DISEASE - EA EMPLOYEE $ $1090000 E.L. DISEASE - POLICY LIMIT If $1,060,000 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space Is required) City of Santa Ana 20 Civic Center Plaza Santa Ana CA 92701 ACORD 25 (2016/03) 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 John Stephens The ACORD name and logo are registered marks of ACORD 29981394 I KE2NA6 S I Maa¢er Certificate 2015/2016 1 Ingrid Darman 1 5/19/2016 0:35:01 AM (PM I gaga 1 of 2 AGENCY CUSTOMER ID: KEENA &AS _ LOC #: AC R" ADDITIONAL REMARKS SCHEDULE Page of AGENCY NAMED INSURED Keenan & Associates Keenan & Associates PO Box 4328 2355 Crenshaw Blvd., Suite 200 Torrance CA 90501 POLICY NUMBER CARRIER NAIC CODE EFFECTIVE PATE: AUUI I IUINAL KLWIAKMb THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability (03/16) HOLDER: City of Santa Ana ADDRESS: 20 Civic Center Plaza Santa Ana CA 92701 Default Attachment ACORD 101 (2008101) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ATTACHMENT 29983.344 1 KEENA6A5 I Master Certificate 2015/2016 1 I,,,id Dharmat 1 5/19/2016 8:35:01 11 (PCT) I Page 2 of 2