HomeMy WebLinkAboutSTERLING HEALTH SERVICES, INC.iI�SURA�4CE IAY ORV FIEF
-N-2022-335
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C;1_Eh OF COUNU1
DAME: CONSULTANT AGREEMENT
BETWEEN THE CITY OF SANTA ANA
AND STERLING HEALTH SERVICES INC. FOR
0 RETIREE HEALTH BILLING SERVICES
L
THIS AGREEMENT is made and entered into on this 21 day of October, 2022 by and between
Sterling Health Services, Inc. ("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
Q California ("City").
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of
providing administrative services for City Retiree dental insurance billing;
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform retiree dental insurance billing services during the term of this
Agreement, 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 Scope of Services - 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 for
City, the rate of $3.50 per person per month. The total amount to be expended during
the term of this Agreement shall not exceed fifty thousand dollars and zero cents
($50,000.00).
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.
Page 1 of 10
3. TERM
This Agreement shall commence on December 1, 2022 until June 30, 2024 with the option
for the City to grant up to two, one-year renewals, exercisable by a writing by the City Manager
and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. 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.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against
claims for security breaches, system failures, injuries to persons, damages to software, or damages
to property (including computer equipment) which may arise from or in connection with the
performance of the work hereunder by the Consultant, its agents, representatives, or employees.
Consultant shall procure and maintain for the duration of the contract insurance claims arising out
of their services and including, but not limited to loss, damage, theft or other misuse of data,
infringement of intellectual property, invasion of privacy and breach of data.
Page 2 of 10
A. Minimum Insurance Coverage: Coverage shall be at least as broad as:
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
aggregate limit 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) Workers' Compensation insurance as required by the State of California, with Statutory
Limits, and Employer's Liability Insurance with Iimit of no less than $1,000,000 per
accident for bodily injury or disease.
3) Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim,
$2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and
obligations as is undertaken by Consultant in this agreement and shall include, but not
be limited to, claims involving security breach, system failure, data recovery, business
interruption, Cyber extortion, social engineering, infringement of intellectual property,
including but not limited to infringement of copyright, trademark, trade dress, invasion
of privacy violations, information theft, damage to or destruction of electronic
information, release of private information, and alteration of electronic information.
The policy shall provide coverage for breach response costs, regulatory fines and
penalties as well as credit monitoring expenses.
4) Technology Professional Liability Errors & Omissions Insurance appropriate to the
Consultant's profession and work hereunder, with limits not less than $2,000,000 per
occurrence. Coverage shall be sufficiently broad to respond to the duties and
obligations as is undertaken by the Consultant in this agreement and shall include, but
not be limited to, claims involving security breach, system failure, data recovery,
business interruption, Cyber extortion, social engineering, infringement of intellectual
property, including but not limited to infringement of copyright, trademark, trade dress,
invasion of privacy violations, information theft, damage to or destruction of electronic
information, release of private information, and alteration of electronic information.
The policy shall provide coverage for breach response costs, regulatory fines and
penalties as well as credit monitoring expenses. The Policy shall include, or be
endorsed to include, property damage liability coverage for damage to, alteration of,
loss of, or destruction of electronic data and/or information "property" of the Agency
in the care, custody, or control of the Consultant. If not covered under the Consultant's
liability policy, such "property" coverage of the City may be endorsed onto the
Consultant's Cyber Liability Policy as covered property as follows: If the Vendor
maintains broader coverage and/or higher limits than the minimums shown above, the
Entity 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.
Page 3 of 10
B. Other Insurance Provisions- The insurance policies specified in this Agreement are to
contain, or be endorsed to contain, the following 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
Consultant including materials, parts, or equipment furnished in connection with
such work or operations. General liability coverage can be provided in the form of
an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20
10 1185 or both CG 20 10, CO 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms
if later revisions used).
2) Primary Coverage- For any claims related to this Agreement, the Consultant's
insurance coverage shall be primary. Coverage for commercial liability shall be 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 Consultant's
insurance and shall not contribute with it.
3) Notice of Cancellation- Each insurance policy required above shall state that
coverage shall not be canceled, except with notice to the City.
4) Waiver of Subrogation- Consultant hereby grants to City a waiver of any right to
subrogation, which any insurer of said Consultant may acquire against the City by
virtue of the payment of any loss under such insurance. Consultant agrees to obtain
any endorsement that may be necessary to affect this waiver of 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 Consultant to 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-
:Vll. unless otherwise acceptable to the City.
7) Claims Made Policies- If any of the required policies provide coverage on a claims -
made basis:
a. The Retroactive Date must be shown and must be before the date of the
contract or the beginning of contract work.
b. Insurance must be maintained and evidence of insurance must be provided
for at least five (5) years after completion of the contract of work.
Page 4 of 10
c. 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 Consultant must purchase "extended reporting" coverage
for a minimum of five (5) years after completion of contract work.
8) Verification of Coverage- Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements (or
copies of the applicable policy language effecting coverage required by this clause)
and a copy of the Declarations and Endorsement Page of the CGL policy listing all
policy endorsements to the City before work begins. However, failure to obtain the
required documents prior to the work beginning shall not waive the Consultant's
obligation to provide them. 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- Consultant shall require and verify that all subcontractors maintain
insurance meeting all the requirements stated herein, and Consultant shall ensure
that City is an additional insured on insurance required from subcontractors.
1 Q) 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,
7. 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 Contractor, its subcontractors, agents, employees, or other persons
acting on its 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 Contractor'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 out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
Page 5 of 10
S. 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 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.
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 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.
It. 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.
Page 6 of 10
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genctic
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.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, 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 tenns
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 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 is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
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 Contractors 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:
As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) 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
Page 7 of 10
performance specified in the Recitals of this Agreement.
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.
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.
18. PROFESSIONAL LICENSES AND COMPLIANCE WITH ALL LAWS
A. 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.
B. Consultant shall observe and comply, and shall cause its employees, agents and
subcontractors to observe and comply with all laws, ordinances, rules or regulations of the
federal, state, county of municipal governments now in force or which may hereinafter be
in force, including but not limited to the Health Insurance Portability and Accountability
Act of 1996 (HIPPA) and the California Confidentiality of Medical Information Act
(CMIA).
19. 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
Page 8 of 10
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Human Resources
Agency
City of Santa Ana
20 Civic Center Plaza (M-24)
P.O. Box 1988
Santa Ana, California 92702
To Contractor:
Vice President of Sales
Sterling Administration
P.O. Box 71107
Oakland, CA 94612
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.
20. 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. The Agreement is the final and complete agreement and any prior or
contemporaneous agreements for similar services between the parties is superseded
by this Agreement. This shall not apply where the Parties are currently engaged
and Consultant is providing services not contemplated by this Agreement
C. This Agreement may be electronically signed and executed in counterparts, of
which taken together will be deemed one and the same instrument.
C. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
Page 9 of 10
N-2022-335
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
"**
ERAN
1 �i
r
. rarClerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City T
ttorney
By: a'. %.
Laura A. Rossini
Chief Assistant City Attorney
RECOMMENDED FOR APPROVAL:
r�
J on Motsick
xecutive Director
Human Resources Agency
CITY OF SANTA ANA
Kristine Ridge
City Manager
CONSULTANT:
Name: Sarah Soman
Title: VP of Operations
Page 10 of 10
EXHIBIT A
SCOPE OF SERVICES
AND
FEES
•
3n Gardner
PROJECT APPROACH and ORGANIZATION
Sterling Health Services, Inc., DBA: Sterling Health Services Administration, is a Minority and Woman Owned, State of
California Certified Small Business Enterprise founded in 2004 by CEO, Cora M.
Tellez.
We have a dedicated Retiree Billing Department where we assign a Client Service Specialist (CSS) to each account
for monthly maintenance of the plan(s). The CSS will monitor the Tity's' Retiree Billing accounts and balances. In
addition, our Benefits (claims) Department will assist the participant with questions for resolution. However, the goal
here is to be pro -active with educating the `City' and their Retirees of our Sterling Portal. If a problem should arise
and require additional attention, our escalation process is the following: once a problem has been identified it will
be directed to the department manager for quick resolution, keeping in close communication with all parties
involved.
Sterling is proprietary. Our focus is customer service support as well as compliance. We provide direct HIPAA-
compliant communication pertaining to plan information.
Our customer service hours are 5:00 am — 5:00 pm PST Monday - Friday with a live attendant.
We are technology proficient to include an onsite IT Team. All systems are compliant with HIPAA,
HITECH, EDI and Security Policy Regulations. All client data is stored at Rackspace, a Third Party
Data Center and stored on the EMC VMAX Shared Storage with full disk encryption. All database
access from the application is strictly controlled access to the database via stored procedures and
additionally URL parameters are encrypted.
Sterling was recently ranked as a Top 20 HSA Provider through Devenir Research Publishing with
respect to our Assets Under Management and has been recognized in many news articles.
Sterling is based in Oakland, California with remote staff nationwide.
Thank you so much in advance, for reviewing the content in this proposal. We would be honored to
administer your Retiree Billing Plan!
RETIREE BILLING SERVICES &PRICING
STERLING ADMINISTERS RETIREE BILLING TO ENTITIES THAT OFFER RETIREES
THE OPTION TO CONTINUE THEIR HEALTH BENEFITS.
HOW DOES THIS WORD?
• Sterling sends the bill to the participant, collects their payment and remits the
collected premiums to the employer. Sterling offers the convenience of online
payment and monthly auto -payment in addition to LISPS mail.
• Billing, collection and remittance of premiums
• Late payment reminders are sent out for payments not received by a certain date
Employers can choose payment grace periods
. Flexible billing rules
• Access to communication history
• Custom Letters
• Online payment and auto -pay options
• Retiree assistance —reducing retiree contact to the employer
• 24/7 online access for retirees and employers
PRICING
• $3.50 PPPM
• WAIVE SET-UP FEES
City's Acceptance Signature
EDUCATION AND COMMUNICATION Al
TYPES OF COMMUNICATION AND FREQUENCY
Sterling sends 'quarterly newsletters' via email to:
• The 'City'
• The Accountholder
• The Broker
PRODUCT EDUCATION PLATFORM VIA STERLING'S WEBSITE
• Newsletters
• Blog
• `Live Chat' Functionality for our Accountholders
• Video Library - Multiple 'How -To' product videos
• Product FAA's
EMPLOYER AND EMPLOYEE ONLINE PORTAL ACCESS
• Access to multiple monthly reports 2417 in "Real -Time"
• Single Sign -On
• Full Super Administrator access
• Multiple Additional Site Users Allowed per the 'City's' discretion
• Access to quarterly and year-end statements
DEMO
Employer Online Portal Capabilities are presented by Sterling
employees.
PLEASE NOTE*** Sterling will notify the City upon a Retiree Termination.
The Implementation and Account Management Teams at Sterling
Administration are focused on educating our clients on the best
utilization of Sterling's products and systems, to help them get the
most out of our service.
2
Cora M. Tellez
CEO
Office: 800.617.4729
Cora.tellez sterlin administration.com
Municipality Practice Leader
Office: 800.617.4729
Mobile: 510.406.0310
Lynn.demaria@sterlingadministration.com
L nch, Breanna
From: City of Santa Ana <certificate-request@ctraxjdidata.com>
Sent: Thursday, October 27, 2022 8:08 AM
To: Flo, Josephine; Lynch, Breanna; pramirez@wisg,com
Subject: Internal Notice of Compliance
NOTICE OF COMPLIANCE
CITY STAFF. PRINT THIS PACE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL
Contractor Sterling H.S.A., Inc.
Name:
Project N-2019-252
Number:
Project Agreement Between The City Of Santa Ana And Sterling Health Services
Name: For Affordable Care Act Compliance
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:
TYPE OF INSI!RANCE POLICY NUMBER EXPIRATION COI DATE FILE NAME
DATE
Sterling Health
AUTOMOBILE LIABILITY
690OR423616
05/14/2023
05/20/2022
Services COI Exp 5-
14-23
RMD05262022.pdf
GENERAL LIABILITY
680OR423616
05114/2023
05/20/2022
COI & WOS - City
of Santa Ana,pdf
Sterling Health
PROFESSIONAL LIABILITY
POOI00012245403
05/14/2023
09/29/2022
Services COI Exp 5-
14-23
RMD05262022.pdf
Sterling Health
WORKERS COMPENSATION AND EMPLOYERS`
STWC352048
05/1412023
05/20/2022
Services COI Exp 5-
LIABILITY
14-23
RMD05262022.pdf
Thank you,
City of Santa Ana
Risk Management Division
1
NOTICE OF COMPLIANCE
CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL
Contractor
Sterling H.S.A., Inc.
Name:
Project
N-2022-335
Number:
Project Consultant Agreement Between The City Of Santa Ana And
Name: Sterling Health Services Inc. For Retire Health Billing 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 Ana COI
CYBER LIABILITY UNKNOWN 05/14/2024 07/11/2023
v2 23-24.PDF
City of Santa Ana COI
GENERAL LIABILITY 6800R42361623 05/14/2024 05/17/2023
23-24.pdf
City of Santa Ana COI
PROFESSIONAL E&O LIABILITY 03133872 05/14/2024 05/17/2023
23-24.pdf
WORKERS COMPENSATION AND City of Santa Ana COI
STWC457069 05/14/2024 05/17/2023
EMPLOYERS' LIABILITY 23-24.pdf
Thank you,
City of Santa Ana
Risk Management Division
in partnership with
CTrax Plus Services Team
7/11/2023 1:14 PM