Loading...
HomeMy WebLinkAboutCOMMUNITY SENIORSERV, INC. DBA MEALS ON WHEELS ORANGE COUNTYINSURANCE NOT ON FILE WORK MAY NQf PROCEED JUN 2 3 2021 CLERK OF COUNCIL A-2021-088 UA I L: AGREEMENT BETWEEN THE CITY OF SANTA ANA AND COMMUNNITY SENIORSERV, INC DBA MEALS ON WHEELS ORANGE COUNTY FOR A SEN IOR MEALS PROGRAMS U: P', R(Sriviq Curvas)(!) I7. THIS AGREEMENT is made and entered into on this 15th day of June, 2021 by and between Community SeniorServ, Inc. a California nonprofit corporation doing business as Meals on Wheels Orange County ("Contractor"), 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 ("City"). RECITALS A. The City desires to retain Contractor to participate in delivering meals to homebound senior residents and providing meals for senior residents at City senior centers. B. Contractor represents that Contractor is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional 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 Contractor shall deliver a total of three nutritious meals, five days a week, to participants' homes along with case management services through the Home Delivered Meal Program ("HDM"). In addition, Contractor will deliver nutritional lunches to participants at the Southwest Senior Center and the Santa Ana Senior Center as part of the Lunch Cafe (Grab & Go) Program. All participants in the program will be enrolled through the City of Santa Ana Parks, Recreation and Community Services Agency. Programs shall operate as outlined in the attached Exhibit A, attached hereto and incorporated by reference. 2. COMPENSATION a. City agrees to pay, and Contractor agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit A. The total amount to be expended during the term of this Agreement shall not exceed $90,290. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work that 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 July 1, 2021 and terminate on June 30, 2022, unless terminated earlier in accordance with Section 15, below. The parties agree that certain specified sections of this Agreement will survive termination or expiration of the Agreement. 4. INDEPENDENT CONTRACTOR Contractor and its employees, agents and officers shall, during the entire term of this Agreement, be construed to be independent contractors and not employees 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 Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor 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. Contractor is not an agent, representative, or employee of the City and Contractor shall have no authority to act on behalf of the City. 5. INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Contractor shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment furnished in connection with such work or operations 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 Contractor'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 $2,000,000 per occurrence, with $4,000,000 in the aggregate. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the California Labor Code, Contractor, if Contractor has any employees, is required to be insured against 2 liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Contractor agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. Sexual Abuse or Molestation (SAM) Liability: either the commercial general liability policy must be endorsed to include affirmative coverage for sexual abuse or molestation or Contractor shall obtain and maintain a separate policy covering Sexual Abuse and Molestation with a limit of no less than $1,000,000 per occurrence or claim. e. The following requirements apply to the insurance to be provided by Contractor pursuant to this section: 1) If Contractor maintains broader coverage or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. 2) Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity. 3) Contractor shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. 4) For any claims related to this contract, the Contractor's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, agents and volunteers. 5) Contractor agrees that it will fill out whatever paperwork is necessary for Contractor's insurance company to waive all rights of subrogation against City, its elected or appointed officers, officials, agents or employees for losses paid under the terms of any policy, which arise from work performed by the Contractor for the Entity. 6) Certificates of insurance including all required amendatory endorsements and a copy of the Declarations and Endorsement Page of the Commercial General Liability policy listing all policy endorsements shall be furnished to the City upon execution of this Agreement and shall be approved by the City. City reserves the rights to require complete certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications, at any time. 7) No work shall be done pursuant to this Agreement until certificates of insurance are approved by the City. 8) Certificates and policies shall state that the policies shall not be cancelled or reduced in coverage or changed in any other material aspect, by Contractor, without thirty (30) days prior written notice to the City. 9) Insurance coverage pursuant to this Agreement is to be placed with insurers authorized to conduct business in California with a current A.M. Best's rating of no less than A: VII, unless otherwise acceptable to the City. f. If Contractor 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 Contractor's right to be paid for its time and materials expended prior to notification of termination. Contractor 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 Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, 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 negligent operations of the Contractor or its subcontractors, agents, employees, 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 of 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 Contractor 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 terns of; or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. This indemnification provision shall survive expiration or termination of this Agreement. 7. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor shall 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. Contractor 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 Contractor under this Agreement. This records provision shall survive expiration or termination of this Agreement. 8. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. This confidentiality provision shall survive expiration or termination of this Agreement. 9. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 10. BACKGROUND CHECK Provider shall not assign any employee, agent, subcontractor or volunteer to provide services pursuant to this Agreement, if that employee, agent, subcontractor or volunteer is required to register as a sex offender under California Penal Code Section 290 et seg, has a conviction for any crime of moral turpitude, has a conviction for a violent felony as defined in California Penal Code Section 667.5(c), or has a conviction for a serious felony as defined in California Penal Code Section 1192.7(c). Disqualifying convictions include but are not limited to, violations of California Penal Code Sections 37, 128, 136.1 with Section 186.22, 187, 190-190.4 and 192(a), 205, 206, 207-209.5, 211, 212, 212.5, 213, 214, 215, 218-219, 220, 236.1(b) or 236.1(c), 243.4, 261, 261.5, 273.5, 262, 264.1, 266, 266c, 266h, 266i, 266j, 267, 269, 272, 273a, 273ab, 273d, 285, 286, 288, 288a, 288.2, 288.3, 288.4, 288.5, 288.7, 289, 290, 311.1, 311.2, 311.3, 311.4, 311.10, 311.11, 314, 347(a), 368, 417(b), 451(a),518 with 186.22, 647.6, 653f(c), 664 and 187, 667.5(c), 18745,18750, or 18755, 12022.53, 11418(b)(1) or (b)(2); Business and Professions Code Section 729. Failure to comply with this Section shall be grounds for immediate termination of this Agreement. 11. 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 mariner 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 With copy to: Executive Director Parks, Recreation and Community Services City of Santa Ana 20 Civic Center Plaza (M-23) P.O. Box 1988 Santa Ana, CA 92702 To Contractor: Community SeniorServ, hie. dba Meals on Wheels Orange County 1200 N. Knollwood Circle Anaheim, CA 92801 Fax (714) 220-1374 Attn: Holly Hagler, President & CEO 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 timeframes, weekends, federal, state, County or City holidays shall be excluded. 12. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor regarding the subject matter herein, 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 Contractor. 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 Contractor 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. 13. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, it 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 Contractors retained by City. 14. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 15. TERMINATION This Agreement may be terminated by the City upon fifteen (15) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to the effective date of termination. 16. NON-DISCRIMINATION Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, 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 or in connection with any activities under this Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. 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. This jurisdiction provision will survive expiration or termination of this Agreement. 7 18. LICENSES Contractor 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. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. COMPLIANCE WITH LAWS Contractor shall keep informed of State, Federal and Local laws, ordinances, codes and regulations that in any manner affect those employed by it or in any way affect the performance of its services pursuant to this Agreement. The Contractor shall at all times comply with such laws, ordinances, codes and regulations. The City, its officers and employees shall not be liable at law or in equity occasioned by failure of Contractor to comply with this Section. 20. SEVERABILITY In the event that one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 21. EXHIBITS All Exhibits referenced herein and/ or attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 22. AUTHORITY The person(s) executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement, the parties hereto are formally bound by the provisions of this Agreement. 23. COUNTERPARTS This Agreement may be executed by the parties hereto in separate counterparts, each of which when executed and delivered shall be an original, but all such counterparts shall together constitute one and the same instrument. Each counterpart may consist of a number of copies hereof each signed by less than all, but together signed by all of the parties hereto. A-2021-088 24. ELECTRONIC SIGNATURES This Agreement and counterparts of this Agreement may be executed and delivered by facsimile or other electronic means by any of the parties to this Agreement. The facsimile, email, or other electronically delivered signatures of the parties shall be deemed to constitute original signatures. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: 4#0 D. oucz IL Cie APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: XamnnL Laura A. Rossini Chief Assistant City Attorney RECOMMENDED FOR APPROVAL LG a Rudloff CITY OF SANTA ANA Kristine Ridge City Manager CONTRACTOR Holly44aile President & CEO Executive Director Parks, Recreation and Community Services Agency 0 EXHIBIT A 10 Name of Organization Name of Funded Program Annual Accomplishment Goal City of Santa Ana Scope of Work Meals on Wheels Orange County Home Delivered and Lunch Caf6/Grab & Go Meals Programs I. Total number of unduplicated Participants (Santa Ana and Non -Santa Ana participants) anticipated to be served by the funded program, named above, during the 12-month contract period. 8,500 Participants II. Number of ONLY unduplicated Santa Ana Participants to be served by the funded program, named above, during the 12-month contract period. 700 Participants Program and Funding Description For Fiscal Year 21-22, Santa Ana discretionary funds in the amount of $90,290 will be utilized to help fund the raw food costs of home delivered and Lunch Cafe/Grab & Go meals to Santa Ana older adult participants from July 1, 2021-June 30, 2022. Home Delivered Meal Program: Participants in the HDM Program will receive a total of 3 nutritious meals, 5 days a week delivered to their home along with case management services. Meals will be delivered by paid and volunteer drivers. Eligibility and case management services will be provided by Meals on Wheels Orange County Case Managers. Participants will also have access to other services at no charge including in -home services, respite services, home safety equipment, and other resources. Lunch Cafe (Grab & Go) Program: Participants in this program will be provided with nutritional lunches at 2 sites in Santa Ana - Southwest Senior Center and Santa Ana Senior Center. Schedule of Performance Estimate the number of ONLY unduplicated Santa Ana participants to be served by the funded program during the 12- month contract period per quarter. (Enter number of new Santa Ana Participants served each quarter. If they were served in quarter 1 do not count them again in quarter 2) Quarter 1: July 1- September 30 Quarter 2: October 1- December 31 Quarter 3: January 1- March 31 Quarter 4: April 1-June 30 Schedule of Invoicing Estimate the amount of grant funds to be Quarter 1: July 1- September 30 Quarter 2: October 1- December 31 Quarter 3: January 1- March 31 Quarter 4: April 1-June 30 Participants Participants Participants Participants Total unduplicated Santa Ana Participants to be served. during the 12-month contract period on a quarterly basis. 22572.5 0 Grant Digitally signed by Francine R. Francine R. Villareal Villareal nara�m t n� m 1 �nFna ��mro CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) V 7/l/2022 6/29/2021 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 endorsements , PRODUCER Lockton Insurance Brokers, LLC 777 S. Figueroa Street, 52nd Fl. CA License #0F15767 Los Angeles CA 90017 NAME: PHONE pAX teuc No E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # (213) 689-0065 INSURER A: Philadelphia Indemnit Insurance Co. 18058 INSURED Community SeniorServ, Inc. 1495634 Dba Meals on Wheels Orange County ty 1200 N. Knollwood Cit. Anaheim CA 92801 INSURER B : Redwood Fire and Casualty Insurance Co 11673 INSURER C INSURER D : INSURER E : INSURER F : crniconr_cc �nr.,ro�nr n�n�•1�.n.�•�. .. ,_._.__. --------------•••--•-• a.l-r,v 11 RGY101VIV IYUIVIDIMM; AAAAAAA 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 L SUBR POLICY NUMBER POLICY EFF POLICY EXP MM/DD MM/DD LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR Y N PHPK2291894 7/1/2021 7/l/2022 EACH OCCURRENCE $ 1,000 000 DAM DE-TO-IRMITM PREMISESlEa occurrence) $_ 1 00O 000 MED EXP (Any one person) $ 20,000 PERSONAL & ADV INJURY $ 1 000,000 LIMIT APPLIES PER: ❑ PE� GENERAL AGGREGATE $ 3000000 GEN'LAGGREGATE PRODUCTS - COMP/OP AGG $ 30000 000 X POLICY LOC OTHER: $ A AUTOMOBILE LIABILITY N N PHPK2291894 7/1/2021 7/1/2022 COMBINED SINGLE LIMIT Ea accident $ 1 OOO OOO X ANY AUTO ..,..-......1................,...._....._............ BODILY INJURY (Per person) . _..._..f._..,._._a_.....-,..w_._...._..,.,..,...,. $ j{3IXXXXX OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ XXXXXXX HIRED NON -OWNED AUTOS ONLYLY AUTOS ONLY AUTOSXXXXXXX PROPERTY DAMAGE Per eccident�„•_,„,„,,,_.,,,,_. ....._,..,..... $ ...µµ-.,.,...�_w_ Com .Ded. 1,000 A X UMBRELLA LIAB X OCCUR N N PHUB773736 7/1/2021 7/1/2022 EACH OCCURRENCE $10000000 EXCESS LIAB CLAIMS -MADE AGGREGATE $ 10,000 000 DED I X I RETENTION $ 10,000 $ XXXXXXX B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ECUTNEFN � N COWC247800 7/1/2021 7/1/2022 _ X STATUTE I I ERH E.L. EACH ACCIDENT $ 12000,000 OFFICEBER EXCLUDED? a (Mandtory In If yes, describe aundnder NIA E.L. DISEASE -EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1 000 000 DESCRIPTION OF OPERATIONS below A A Prof. Liab. Sexual/Physical Abuse or Y N PHPK2291894 (Prof. Liab.) 7/1/2021 7/1/2022 $1,000,000; Agg. limit: $3,000,000 Molestation PHPK2291894 7/1/2021 7/1/2022 $1,000 000 Occ./$2,000,000 Agg DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) The City of Santa Ana, its officers, employees, agents, representatives and volunteers are an Additional Insured to the extent provided by the policy language or endorsement issued or approved by the insurance carrier. Insurance provided to Additional Insured(s) is primary and non-contributory as per the attached endorsements or policy language. /'. Cf1TIr1I. 1, T,� „w, ,•.,�e� 15476274 The City of Santa Ana, Risk Management SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 20 Civic Center Plaza THE EXPIRA71ON DATE THEREOF, NOTICE WILL BE DELIVERED IN Santa Ana CA 92701 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPR ,,,. 1 Nsk R1sItAl�nagc+rlarLD[viefan ,��/ REvEWED&APPROVED BY: o 88-201 c D c I,� ., ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD Risk Management Analyst Attachment Code: D567517 Master ID: 1495634, Certificate ID: 15476274 1 � 1 The City of Santa Ana, Risk Management 20 Civic Center Plaza Santa Ana, CA 92701 To whom it may concern: In our continuing effort to provide timely certificate delivery, Lockton Companies is transitioning to paperless delivery of Certificates of Insurance, thus, this is your final hard -copy delivery. To ensure electronic delivery for fixture renewals of this certificate, we need your email address. Please contact us via one of the methods below, referencing Certificate ID 15476274. • Email: PacificeDelivery(alockton.com • Phone: (213) 689-2300 If you received this certificate through an internet link where the current certificate is viewable, we have your email and no further action is needed. In the event your mailing address has changed, will change in the future, or you no longer require this certificate, please let us know using one of the methods above. The above inbox and phone number below are for automating electronic delivery of certificates only. Please do NOT send future certificate requests to the above inbox or call into the number below. Thank you for your cooperation and willingness in reducing our environmental footprint. Lockton Insurance Brokers, LLC - Pacific Series Lockton Insurance Brokers, LLC I �767 'Stl ,A' 5211.l N I i 1 u A 90017 71,0:i -113 689-0065 / FAX 213-689-0550 lockton.corn RNkManag&nattDty bn ftme m & APPRavmBr ' Risk Management Analyst POLICY NUMBER: PHPK22A18Q4 COMMERCIAL GENERAL LIABILITY CG203M0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ /TCAREFULLY. ADDITIONAL U���������_�����U�������� �� � ������ ���..��.�.�� P������� ���� ORGANIZATION ��_���_� �_��',,����,����,,��,� This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization (s): The City of Santa Aria; it officerst employees, agents and representatives 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 OLA 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." Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section |U—Who &sAnInsured ioamended 0oinclude eoonadditional insured the penoon(o)ormganizaUon(o) shown inthe 8chadu|a, but only with respect to liability for "bodily injury"."property damage" or"personal and advertising injury" caused, inwhole orin part, byyour acts nromissions orthe acts or omissions ofthose acting onyour behalf: 1. |nthe performance ofyour ongoing operations; or 2. |nconnection with your premises owned Uyorrented toyou. However: 1. The insurance afforded 0osuch additional insured only applies 0othe extent permitted bylaw; and 2. |fcoverage provided huthe additional insured ierequired byocontract or agreement, the insurance afforded tosuch additional insured will not bebroader than that which you are required bythe contract oragreement toprovide for such additional insured. With respect to the insurance afforded to these additional insureds, the following is added hoSection III — Limits OfInsurance: |fcoverage provided tothe additional insured in required by a contract oragreement, the most wewill pay onbehalf ofthe additional insured iathe amount ofinsurance: 1. Required bythe contract oragreement; or 2. Available under the applicable Limits of insurance shown inthe Declarations; whichever ieless. This endorsement shall not increase the applicable Limits ofInsurance shown in the Declarations. CG 20280413 @ Insurance Services Office, |mc..2U12 RA Risk Management Analyst Attachment Code: D578001 Certificate ID: 15476274 PI-CANXAICH-002 (05/11) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CANCELLATION NOTICE TO SCHEDULED ADDITIONAL INSURED OR CERTIFICATE HOLDER This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PROFESSIONAL LIABILITY COVERAGE PART COMMERCIAL CRIME COVERAGE PART COMMERCIAL INLAND MARINE COVERAGE PART COMMERCIAL PROPERTY COVERAGE PART COMMERCIAL AUTOMOBILE COVERAGE PART SCHEDULE OF ADDITIONAL INSUREDS OR CERTIFICATE HULUtK, AI or CH Additional Insured or Certificate Holder Address CH The City of Santa Ana, Risk Management 20 Civic Center Plaza Santa Ana, CA 92701 The following is added to A. CANCELLATION of the Common Policy Conditions of the above applicable coverage part: A. In the event we cancel the policy in accordance with the policy's terms and conditions, we will endeavor to mail written notice of cancellation to Additional Insureds or Certificate Holders, shown in the above SCHEDULE within the time frame listed below. However, failure to mail such notice shall impose no obligation of any kind upon us, our agents or representatives. 1. 30 days before the effective date of cancellation if we cancel for any reason other than for non - payment of premium. As respects Additional Insureds, the above cancellation provision applies only when the Additional Insured shown in the above SCHEDULE is added to the policy by a separate additional insured endorsement as the CANCELLATION NOTICE TO ADDITIONAL INSURED OR CERTIFICATE HOLDER does not provide additional insured coverage. 402?7 , r RI&MMaganatDiMsfan R^EVIEWED&APPPIMVEDIft Risk Management Analyst Attachment Code: D594186 Certificate IL. 15476274 PI-GL-005 (07/12) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED PRIMARY AND NON-CONTRIBUTORY INSURANCE This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Effective Date: 07/01/2016 Name of Person or Organization (Additional Insured): The City of Santa Ana its officers, employees, agents and representatives 20 Civic Center Plaza Santa Ana CA 92701 SECTION II — WHO IS AN INSURED is amended to include as an additional insured the person(s) or organization(s) shown in the endorsement Schedule, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury' arising out of or relating to your negligence in the performance of "your work" for such person(s) or organization(s) that occurs on or after the effective date shown in the endorsement Schedule. This insurance is primary to and non-contributory with any other insurance maintained by the person or organization (Additional Insured), except for loss resulting from the sole negligence of that person or organization. This condition applies even if other valid and collectible insurance is available to the Additional Insured for a loss or "occurrence" we cover for this Additional Insured, The Additional Insured's limits of insurance do not increase our limits of insurance, as described in SECTION III — LIMITS OF INSURANCE. All other terms, conditions, and exclusions under the policy are applicable to this endorsement and remain unchanged. Page 1 of 6 _ Includes copyrighted material of Insurance Services Office, Inc., with its per ��`1A1ie"to0/ REVIEWED & APPROVED Bw N b; Risk Management pai lyst 8 � PI-CXL-002 (05/19) POLICY NUMBER: PHUB773736 SCHEDULE OF UNDERLYING INSURANCE Employers' Liability Company: Redwood Fire & Casulaty Ins. Co. Policy Number: COWC-034033 Policy Period: 07 01 2021 07/01/2022 Minimum Applicable Limits Bodily injury by accident Bodily injury by disease Bodily injury by disease $ i o00 , 00o $ i 000 , 000Each $ 1, 000, 000 Each Accident Employee Policy Limit Commercial General Liability ® Occurrence ❑ Claims -Made Company: Philadelphia Indemnity Insurance Company Number: PHPK2291894 Policy Policy Period: 07/01/2021 07/01/2022 Retroactive Date: Not Applicable Minimum Applicable Limits: General Aggregate Products -Completed Operations Aggregate $ 3,000,000 $ 3,000 , 000 Personal And Advertising Injury $ 1, 000 , 000 Each Occurrence $ 1,000,000 Commercial Auto Liability Company: Philadelphia Indemnity Insurance Company Policy Number: PHPK2291894 Policy Period: 07/01/2021 07/01/2022 Minimum Applicable Limits Garage Aggregate Limit For Other Than Autos (if applicable) Each Accident $ Not Applicable $ 1 000 , 000 Professional Liability ® Occurrence ❑ Claims -Made Company: Philadelphia Indemnity Insurance Company Number: PHPK2291894 Policy Policy Period: 07/01/2021 07/01/2022 Retroactive Date: Not Applicable Minimum Applicable Limits Each Professional Incident $ 1 000,000_ Aaarecrate $ 3 000,000.. PI-CXL-002 (05/19) Page 3 of 5 Includes copyrighted material of Insurance Services Office, Inc., with g,� �, � y RiekMitnagetne�Divisian REVIEWED & APPROVED BY: ' RskManagementAnalyst per PI-CXL-002 (05/19) POLICY NUMBER: PHUB773736 Employee Benefits Liability ❑ Occurrence ® Claims -Made Company: Philadelphia Indemnity Insurance Company Policy Number: PHPK2291894 Policy Period: 07/01/2021 07/01/2022 Retroactive Date: 07/01/2011 Minimum Applicable Limits Each Claim $ 11000,000 Aggregate $ 1,000,000 Abusive Conduct Liability ® Occurrence ❑ Claims -Made Company: Philadelphia Indemnity Insurance Company Policy Number: PHPK2291894 Policy Period: 07/01/2021 07/01/2022 Retroactive Date: Not Applicable Minimum Applicable Limits Each Abusive Conduct $ 1.000 000 Aggregate $ 2,000,000 Directors & Officers Liability ❑ Occurrence ❑ Claims -Made Company: Policy Number: Policy Period: Retroactive Date: Minimum Applicable Limits $ Liquor Liability ❑ Occurrence ❑ Claims -Made Company: Policy Number: Policy Period: Retroactive Date: Minimum Applicable Limits PI-CXL-002 (05119) Page 4 of 5 Includes copyrighted material of Insurance Services Office, Inc., with ,,1. q "..—.it�IcMxnagc�nentDivis[on REMEWED & APPROVED 817 V° ` OWO, Risk Management Analyst " per �t �i /r._..z �� 1..