HomeMy WebLinkAboutCV STRATEGIES (3)01
IN5�1 FILE
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
1131ZoZ
CLERK OF COUNCIL
DAT
N-2022-049
E` AGREEMENT WITH CV STRATEGIES TO PROVIDE COMMUNICATIONS
AND PUBLIC RELATIONS SERVICES
Pw� tvl9tF LovticreN� (,t� TT
THIS AGREEMENT is made and entered into this 1st day of March 2022 by and between CV
Strategies, a California corporation ("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
("City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
strategic communications and public relations services for the Public Works Agency.
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 contracting 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 the tasks and obligations including all labor, materials, tools, equipment,
and incidental customary work required to fully and adequately complete the services described and set
forth in Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit A. The total sum to be
expended under the term of this Agreement shall not exceed fifty thousand dollars and zero
cents ($50,000), during the term of this agreement, including any extension periods
exercised under Section 3.
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
and Scope of Work, which may reasonably be expected by City.
E�,it'II
This Agreement shall commence on the date first written above and terminate on March 1, 2023,
unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be
Page 1 of 9
extended for one (1), one-year period upon a writing executed by the City Manager and City Attorney,
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage
Laws"), which require the payment of prevailing wage rates and the performance of other requirements
on "public works" and "maintenance" projects. If the services being performed are part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. INDEPENDENT CONSULTANT
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.
6. 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 ("Documents & 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.
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. Minimum Scope and Limit of Insurance
Page 2 of 9
1. Commercial General Liability (CGL): Insurance Services Office Form
CG 00 01 covering CGL on an "occurrence" basis, including products and
completed operations, property damage, bodily injury and personal &
advertising injury with limits no less than $1,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregatchinit shall apply
separately to this project/location (ISO CG 25 03 or 25 04) or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto
(Code 1), or if Contractor has no owned autos, hired, (Code 8) and non -
owned autos (Code 9), with a limit no less than $1,000,000 per accident for
bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with
Statutory Limits, and Employer's Liability Insurance with limit of no less
than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability: if Contractor 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.
5. Broader Coverage: if the Contractor maintains broader coverage and/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. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its officers, officials, employees, and
volunteers are to be covered as additional insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment fmnished
in connectionwith such work or operations. General liability coverage can
be provided in the form of an endorsement to the Contractor's insurance (at
least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the
addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20
37 if a later edition is used).
2. Primary Coverage: For any claims related to this contract, the Contractor's
insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the City, its officers, officials, employees, and
volunteers. Any insurance or self-insurance maintained by the City, its
officers, officials, employees, or volunteers shall be excess of the
Contractor's insurance and shall not contribute with it.
Page 3 of 9
3. Notice of Cancellation: Each insurance policy required above shall provide
that coverage shall not be canceled, except with notice to the City.
4. Waiver of Subrogation: Contractor hereby grants to City a waiver of any
right to subrogation that any insurer of said Contractor may acquire against
the City by virtue of the payment of any loss under such insurance.
Contractor agrees to obtain any endorsement that may be necessary to affect
this waiverof subrogation, but this provision applies regardless of whether
or not the City has received a waiver of subrogation endorsement from the
insurer.
5. Self -Insured Retentions: Self -insured retentions must be declared to and
approved by the City. The City may require the Contractor to purchase
coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within
the retention. The policy language shall provide, or be endorsed to provide,
that the self -insured retention may be satisfied by either the named insured
or City.
6. Acceptability of Insurers: Insurance is to be placed with insurers
authorized to conduct business in the state with a current A.M. Best's rating
of no less than A:VII, unless otherwise acceptable to the City.
7. Claims Made Policies (applicable only to professional liability):
The Retroactive Date must be shown, and must be before the date of
the contract or the beginning of contract work.
ii. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract
a f work.
iii. If coverage is canceled or non -renewed, and not replaced with
another claims -made policy form with a Retroactive Date prior to
the contract effective date, the Contractor must purchase "extended
reporting" coverage for a minimum of five (5) years after completion
of work.
8. Verification of Coverage: Contractor shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements
(or copies of the applicable policy language effecting coverage requiredby
this clause) and a copy of the Declarations and Endorsement Page of the
CGL policy listing allpolicy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work
beginning shall not waive the Contractor's obligation to provide them.
Page 4 of 9
The City reserves the right to require complete, certified copies of all required
insurance policies,including endorsements required by these specifications,
at any time.
9. Subcontractors: Contractor shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and
Contractor shall ensure that City is an additional insured on insurance
required from subcontractors.
10. Special Risks or Circumstances: City reserves the right to modify these
requirements, including limits, based on the nature of the risk, prior
experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant 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 Consultant 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 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 terns of, or effects arising from this Agreement. City may make all reasonable decisions
with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent
Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to
the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
and employees against any and all liability, including costs, and attorney's fees, for infringement of any
United States' letters patent, trademark, or copyright contained in the work product or documents provided
by Consultant to the City pursuant to this Agreement.
10. 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
Page 5 of 9
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 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.
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.
11. 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.
12. CONFLICT OF INTEREST CLAUSE
Consultant 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.
13. 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: Cleric of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
Page 6 of 9
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: CV Strategies
73700 Dinah Shore Drive
Palm Desert, CA 92211
Attn: Erin Kaiman
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.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant 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 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 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.
15. 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 that are the subject to this Agreement performed by City
personnel or by other Consultants retained by City.
16. 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.
Page 7 of 9
17. 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 that fails to meet the standard of performance specified
in the Recitals of this Agreement.
18. NON-DISCRIMINATION
Consultant 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, teaching, training, utilization, promotion, termination or
other employment related activities or any services provided under this Agreement. Consultant affirms
that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws
and regulations.
19. 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
comiection with or by reason of this Agreement.
20. 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 its
inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability
shall be cause for termination of this Agreement.
Page 8 of 9
21. 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 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:
RIP
ailofthe
Cleouncil
APAS TOFORM
SONIA R. CARVALHO
City Attorney
By:
randon Salvatierra
Assistant City Attorney
RECOMMENDED FOR APPROVAL
4 J,gaya
Nabil Saba, P.E.
l� Acting Executive Director
Public Works Agency
CITY OF SANTA ANA
Kristine Ridge r
City Manager
CONSULTANT
� 4ima --
Name: Erin Kaiman
Title: President
Page 9 of 9
EXHIBIT A
EXHIBIT A
CVSTRATE ISIES
PRECISION �.. PERCEPTIONS
�"} • Strategic Counsel — CV Strategies provides Community Meetings — CV Strategies provides
valuable insight on operations, communications and event support to increase community engagement
government relations. This high-level support will and customer attendance.
help guide outreach and stakeholder -relations efforts. .................................................. .
.................................................................................. .
Photography and Video Services — Given the
Legislative Support —We know local and regional importance of visual communication, CV Strategies
players. Working with staff to prepare legislative staffs both a photographer and videographer to
documents and research relevant policy will create and enhance images and video content that
help create an atmosphere for successful policy complement compelling written content to tell a
development and implementation. complete story.
.....................................................................................................................................................................
Media Relations —Staff members at CV Strategies Q
Training — Focused sessions help staff and elected
have years of experience in newsrooms and with 3officials hone in on skills that are foundational for
❑ - print media, as well as close relationships with local agency communication efforts. We build employee
journalists. We understand how to develop press confidence and competence through training that
releases and media alerts that will stand above the includes role-play, practice, and guide materials for
rest and achieve results. ongoing support.
.....................................................................................................................................................................
Io Collateral Development el CV Strategies sees
the value in creating compelling, engaging pieces
that connect with customers. Our expertise yields
a professional product guided by the agency's
communications strategy and vision.
-. Design Services— From web to advertisements to
document design, CV Strategies' in-house design
team turns copy into dramatic visual storytelling.
Rates for Communications Services
—Terms & Conditions
Surveys and Analysis — CV Strategies' pollsters
will design and conduct large-scale surveys designed
to gauge the interest, knowledge and satisfaction
among customers and stakeholders. The information
is reviewed and analyzed to identify trends and
develop outreach recommendations.
Translation — Our skilled translator on staff can
quickly transform written content into Spanish, or
assist with community meetings by providing on -the -
fly translation services.
Hard costs incurred by CV Strategies will be billed to the client with a nominal service charge of 10% (not to exceed $250 per
item). This includes all anticipated hard costs such as printing, mailing, photography, video, advertising, etc. Required travel
mileage will be billed at the published IRS rate. Travel time is billed at half time. All services and hard costs will be billed
monthly.
Francine R. Digitally signed by Francine R.
Villareal
Villareal Date: 2022.02.09 11:2559 -08'00'
CERTIFICATE OF LIABILITY INSURANCE
DATE(MMIDDM(YY)
02/08/22
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: Ifthe 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 fights to the
certificate holder in lieu of such endorsements .
PRODUCER
INSURANCE SUPER STORE.NET
35-400 Bob Hope Dr. Suite 107
Rancho Mirage, CA 92270
OD28797
CONTACT
NA
PHONE 76O 770-2827 FAX
.(760)770-0447
EMAIL ESS g3 insurancesupers ore. net
INSURERS AFFORDING COVERAGE
NAIC9
. USLI: AM Best "A++"
25895
INSURED CV STRATEGIES, INC.
73-700 Dinah Shore Unit 402
PALM DESERT, CA 92211
INSURERS, EMPLOYERS: AM Best "A-"
11512
INSURER C
wsuRER D:
INSURER P
COVERAGES CERTIFICATE NIIMRFR- RF1/I.SIftN NI IMRFR
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 BYPAID CLAIMS.
LTR
TYPE OF INSURANCE
POLICY EFF
POLICV E%P
LIMITS
X
COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE [z) OCCUR
EACH OCCURRENCE
s 1,000,000
PREMISES E, maimersom ,
$ 50,000
5 51000
A
Y
Y
CX 1554764C
9/26/2021
/26/2022
MEDEXP An one eraon
I
PERSONAL &ADV INJURY
$
GEN'L AGGREGATE LIMITAPPLIES PER
X PRO -
POLICY JECT LOC
GENERAL AGGREGATE
5 2,000,000
PRODUCTS - COMPIOP AGE
$
OTHER
SIR: O
$
AUTOMOBILE LIABILITY
COMBINED SINGLE LIMIT
5
A
X ANVAUTO
ALLOWNED SCHEDULED
AUTOS AUTos
CX 1554764C
9/26/2021
/26/2022
BODILY INJURY(Perpecend
$
BODILY INJURY (Per accident)
5
HIRED AUTOG NON -OWNED
AUTOS
PROPERTY DAMAGE
$
5
A
UMBRELLA LIMB
EXCESS IAB
X
OCCUR
CLAIMS -MADE
XL 1573036E
6/13/2021
/13/2022
EACH OCCURRENCE
AGGREGATE
5 2,000,000
$ run-,
X
SIR: Q
WORKERS COMPENSATION
XlPER OTH-
STATUTE FIR
B
AND EMPLOYERS' LIABILITY
ANY PROPRIETORIPARTNERIEXECUT VE
oFFICERIMEMBER ExcwDED?
NIA
Y
EIG 4719708 01
3/05/2022
/05/2023
E.L. EACH ACCIDENT
S 1,000,000
E.L. DISEASE - FA EMPLOYEE
/ /
(Mandatory in NH)
Ifym. describe under
_
1, QQQ, QQ
Professional
$2,000,000 Occ
A
Errors and Omissions
CX 1554764C
9/26/2021
/26/2022
$2,000,000 Agg
SIR: $2500
DESCRIPTION OF OPERATIONS /LOCATIONS / VEHICLES (ACORD 101, Addi iunal Remarks ScheENe.may be aUachedd more space is required)
City of Santa Ana, its officers, officials, employees, and volunteers are Additional Insureds with
respect to General Liability per the attached endorsements as required by written contract.
Insurance is Primary and Non -Contributory.
Certificate of Insurance shall provide thirty (30) day Prior written notice of cancellation.
City of Santa Ana
Risk Management Division
20 Civic Center Plaza
Santa Ana, CA 92701
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
01988-2014 ACORD COR
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
�Yes:yE. RmleMavgmunEDiwion
REVIEWEDSAPPRQVEDBY:
Risk Management Analyst
POLICY NUMBER: CX 1554764C
BUSINESSOWNERS
BP 04 48 01 06
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - DESIGNATED PERSON
OR ORGANIZATION
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM
SCHEDULE
Name of Additional Insured Person(s) Or Organization(s):
Effective Date: 09126/2021
CITY OF SANTA ANA ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES
20 CIVIC CENTER PLAZA (M-30)
SANTA ANA, CA 92702
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph C. Who is An
Insured in Section II - Liability:
3. Any person(s) or organization(s) shown in the
Schedule is also an additional insured, but only
with respect to liability for "bodily injury",
"property damage" or "personal and advertising
injury" caused, in whole or in part, by your acts or
omissions or the acts or omissions of those
acting on your behalf in the performance of your
ongoing operations or in connection with your
premises owned by or rented to you.
RukMnugemm[DMs1vn
i Rwie! m & ApmovaJ ar
Elm�' Risk Managenrent Mayst
POLICY NUMBER: CX 1554764C
BUSINESSOWNERS
BP 04 97 0106
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM
SCHEDULE
Name of Person Or Organization:
Effective Date: 09/26/2021
CITY OF SANTA ANA ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES
20 CIVIC CENTER PLAZA (M-30)
SANTA ANA, CA 92702
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Paragraph K. Transfer Of Rights Of Recovery
Against Others To Us in Section III - Common
Policy Conditions is amended by the addition of
the following:
We waive any right of recovery we may have
against the person or organization shown in the
Schedule above because of payments we make for
injury or damage arising out of your ongoing
operations or "your work" done under a contract
with that person or organization and included in the
"products -completed operations hazard". This
waiver applies only to the person or organization
shown in the Schedule above.
RwEvhv SAr oovmar.
°:f„lllllasl: F4A4 . Z V:t&444
Risk Management Malyst
BP 04 97 01 06 ISO Properties, Inc., 2004
UNITED STATES LIABILITY INSURANCE GROUP
WAYNE, PENNSYLVANIA
Thisendorsement modifies insurance provided under the following:
BUSINESSOWNERS COVERAGE FORM
Primary And Non -Contributory - Written Contract
Schedule:
Effective Date: 09/26/2021
Name of Person or Organization:
CITY OF SANTA ANA ITS OFFICERS, EMPLOYEES, AGENTS, VOLUNTEERS AND REPRESENTATIVES
20 CIVIC CENTER PLAZA (1%4-30)
SANTA ANA, CA 92702
(If no entry appears above, the information required to complete this endorsement will be shown in the Declarations as
applicable to this endorsement)
SECTION III - COMMON POLICY CONDITIONS, Paragraph H. OTHER INSURANCE, is
amended with the addition of the following:
The coverage afforded by this policy to the person(s) of organization(s) listed above is primary and non-
contributory if.
1. This insurance is required to be primary or noncontributory under a written contract: and
2. The loss to be covered occurs on or after the effective date of the written contract; and
3. The loss to be covered resulted solely and exclusively from your ongoing acts or omissions or the
ongoing acts or omissions of those acting on your behalf in performing "your work" under a written
contract referred to above.
4. The person(s) or organization(s) listed above is an additional insured under this policy.
All other terms and conditions of this policy remain unchanged. This endorsement is a part of your
policy and takes effect on the effective date of your policy unless another effective date is shown.
BP 172 (07-12)
Riek M"ganent D'"vian
rREVIEWED & APPROVM BY.
��' Risk Management Analyst
Ejhjubmmz!tjhofe!cz!
Bohjf!
EBUF)NN0EE0ZZZZ*
Bohjf!Bdfwfep!
16035033
Ebuf;!3133/16/37!
Bdfwfep
19;63;26!.18(11(
DPOUBDU
QSPEVDFS
OBNF;
GBY
JOTVSBODF!TVQFS!TUPSF/OFU QIPOF
)871*881.1558
)871*881.3938
)B0D-Op*;
)B0D-Op-Fyu*;
46.511!Cpc!Ipqf!Es/!Tvjuf!218 F.NBJM
CjmmAjotvsbodftvqfstupsf/ofu
BEESFTT;
Sbodip!Njsbhf-!DB!:3381
PE398:8
VTMJ;!BN!Cftu!#B,,#369:6
JOTVSFSB;
JOTVSFE FNQMPZFST;!BN!Cftu!#B.#22623
DW!TUSBUFHJFT-!JOD/DW!TUSBUFHJFT-!JOD/
JOTVSFSC;
84.811!Ejobi!Tipsf!Voju!513
JOTVSFSD;
QBMN!EFTFSU-!DB!:3322
JOTVSFSE;
JOTVSFSF;
JOTVSFSG;
DPWFSBHFTDFSUJGJDBUFOVNCFS;SFWJTJPOOVNCFS;
UIJTJTUPDFSUJGZUIBUUIFQPMJDJFTPGJOTVSBODFMJTUFECFMPXIBWFCFFOJTTVFEUPUIFJOTVSFEOBNFEBCPWFGPSUIFQPMJDZQFSJPE
JOEJDBUFE/OPUXJUITUBOEJOHBOZSFRVJSFNFOU-UFSNPSDPOEJUJPOPGBOZDPOUSBDUPSPUIFSEPDVNFOUXJUISFTQFDUUPXIJDIUIJT
DFSUJGJDBUFNBZCFJTTVFEPSNBZQFSUBJO-UIFJOTVSBODFBGGPSEFECZUIFQPMJDJFTEFTDSJCFEIFSFJOJTTVCKFDUUPBMMUIFUFSNT-
FYDMVTJPOTBOE!DPOEJUJPOT!PGTVDI!QPMJDJFT/!MJNJUTTIPXO!NBZ!IBWF!CFFO!SFEVDFECZ!QBJE!DMBJNT/
QPMJDZFGGQPMJDZFYQ
UZQFPGJOTVSBODFMJNJUT
QPMJDZOVNCFS)NN0EE0ZZZZ*)NN0EE0ZZZZ*
Y
FBDIPDDVSSFODF%2-111-1112-111-1112-111-111
EBNBHFUPSFOUFE
Y
DMBJNT.NBEFPDDVS%!61-111
QSFNJTFT)Fbpddvssfodf*
NFE!FYQ!)Boz!pof!qfstpo*%!6-111
:03703132:03703133:03703132:03703133:03703132:03703133
DY!2665875D
BZZ QFSTPOBM'!BEW!JOKVSZ%
3-111-1113-111-111
HFO(MBHHSFHBUFMJNJUBQQMJFTQFS;HFOFSBMBHHSFHBUF%
QSP.
Y
QPMJDZMPDQSPEVDUT.DPNQ0PQBHH%
KFDU
TJS;%1%
PUIFS;
DPNCJOFETJOHMFMJNJU
BVUPNPCJMFMJBCJMJUZBVUPNPCJMFMJBCJMJUZ%2-111-1112-111-111
)Fbbddjefou*
CPEJMZJOKVSZ)Qfsqfstpo*%
Y
BOZBVUP
:03703132:03703133:03703132:03703133
DY!2665875D
BMMPXOFETDIFEVMFE
CPEJMZ!JOKVSZ!)Qfs!bddjefou*%
BVUPTBVUPT
B
OPO.PXOFEQSPQFSUZEBNBHF
%
IJSFEBVUPT
)Qfsbddjefou*
BVUPT
%
VNCSFMMBMJBC 3-111-1113-111-111
Y
PDDVSFBDIPDDVSSFODF%
702403133702403134702403133702403134
YM!2684149F
FYDFTTMJBCFYDFTTMJBC 3-111-111
B
Y DMBJNT.NBEFBHHSFHBUF%
TJS;%1
EFESFUFOUJPO%%
QFSPUI.
XPSLFSTDPNQFOTBUJPOXPSLFSTDPNQFOTBUJPO
Y
TUBUVUFFS
BOEFNQMPZFST(MJBCJMJUZ
401603133401603134401603133401603134
FJH!582:819!1222-111-111-111-111
BOZQSPQSJFUPS0QBSUOFS0FYFDVUJWF
F/M/FBDI!BDDJEFOU%
C PGGJDFS0NFNCFSFYDMVEFE@ Z
2-111-111
F/M/EJTFBTF.FBFNQMPZFF%
Jgzft-eftdsjcfvoefs
2-111-111
EFTDSJQUJPOPGPQFSBUJPOTcfmpxF/M/EJTFBTF.!QPMJDZ!MJNJU%
QspgfttjpobmQspgfttjpobm!%3-111-111!Pdd!!%3-111-111!Pdd!
:03703132:03703133
BFsspst!boe!PnjttjpotDY!2665875DBFsspst!boe!PnjttjpotDY!2665875DBFsspst!boe!PnjttjpotDY!2665875D!!%3-111-111!Bhh!
TJS;%3611
EFTDSJQUJPOPG!PQFSBUJPOT!0MPDBUJPOT!0!WFIJDMFT)BDPSE212-Beejujpobm!Sfnbslt!Tdifevmf-!nbz!cfbuubdife!jg!npsftqbdf!jt!sfrvjsfe*
Djuz!pg!Tboub!Bob-!jut!pggjdfst-!pggjdjbmt-!fnqmpzffDjuz!pg!Tboub!Bob-!jut!pggjdfst-!pggjdjbmt-!fnqmpzfft-!boe!wpmvouffst!bsf!Beejujpobm!Jotvsfet!xjuit-!boe!wpmvouffst!bsf!Beejujpobm!Jotvsfet!xjui
sftqfdu!up!Hfofsbm!Mjbcjmjuz!qfs!uif!buubdife!foepstfnfout!bt!sfrvjsfe!cz!xsjuufo!dpousbdu/sftqfdu!up!Hfofsbm!Mjbcjmjuz!qfs!uif!buubdife!foepstfnfout!bt!sfrvjsfe!cz!xsjuufo!dpousbdu/
Jotvsbodf!jt!Qsjnbsz!boe!Opo.Dpousjcvupsz/Jotvsbodf!jt!Qsjnbsz!boe!Opo.Dpousjcvupsz/
Dfsujgjdbuf!pg!Jotvsbodf!tibmm!qspwjef!uijsuz!)41*!ebz!qsjps!xsjuufo!opujdf!pg!dbodfmmbujpo/Dfsujgjdbuf!pg!Jotvsbodf!tibmm!qspwjef!uijsuz!)41*!ebz!qsjps!xsjuufo!opujdf!pg!dbodfmmbujpo/
DFSUJGJDBUFIPMEFSDBODFMMBUJPO
Djuz!pg!Tboub!Bob TIPVMEBOZPGUIFBCPWFEFTDSJCFEQPMJDJFTCFDBODFMMFECFGPSF
UIFFYQJSBUJPOEBUFUIFSFPG-OPUJDFXJMMCFEFMJWFSFEJO
SSjtl!Nbobhfnfou!Ejwjtjpojtl!Nbobhfnfou!Ejwjtjpo
BDDPSEBODFXJUIUIFQPMJDZQSPWJTJPOT/
31!Djwjd!Dfoufs!Qmb{b-!5ui!Gmpps!31!Djwjd!Dfoufs!Qmb{b-!5ui!Gmpps!
Tboub!Bob-!DB!:3812
BVUIPSJ\[FESFQSFTFOUBUJWF
ª2:99.3125BDPSEDPSQPSBUJPO/Bmmsjhiutsftfswfe/
BDPSE36)3125012*UifBDPSEobnfboemphpbsfsfhjtufsfenbsltpgBDPSE
NOTICE OF COMPLIANCE
CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL
Contractor
CV Strategies, Inc.
Name:
Project
N-2022-049
Number:
Project Agreement With CV Strategies To Provide Communications
Name: And Public Relations Services
The Certificate of Insurance (COI) submitted indicates that the coverages are in
compliance with the insurance requirements. No further action is required at this time.
The compliant coverage(s) are:
POLICY EXPIRATION
TYPE OF INSURANCE COI DATE FILE NAME
NUMBER DATE
City of Santa
AUTOMOBILE LIABILITY ESL0039529474 09/26/2023 12/19/2022
AnaCOI.pdf
City of Santa
GENERAL LIABILITY ESL0039529474 09/26/2023 12/19/2022
AnaCOI.pdf
City of Santa
PROFESSIONAL LIABILITY ESL0039529474 09/26/2023 12/19/2022
AnaCOI.pdf
WORKERS COMPENSATION AND City of Santa
EIG471970801 03/05/2023 12/19/2022
EMPLOYERS' LIABILITY AnaCOI.pdf
Thank you,
City of Santa Ana
Risk Management Division
in partnership with
CTrax Plus Services Team
1/3/2023 7:53 PM