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BEEZ KNEEZ CREATIVE (JEANETTE PLETCHER)
INSURANCE ON FILE WORK MAY PROCEED N-2024-179 UNTIL INSURANCE EXPIRES elI1,IToL q CITY CLERK DATE; JUN 0 3 2024 b Q V-CSA to 1 CITY OF SANTA ANA AGREEMENT WITH BEEZ KNEEZ CREATIVE TO PROVIDE ZOO AND YOU CONSULTING SERVICES THIS AGREEMENT is made and entered into on this 21st day of March, 2024 by and between Jeanette Pletcher doing business as Beez Kneez Creative ("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 curriculum design and development, program evaluation, and professional development. B. Consultant represents that Consultant is able and willing to provide such services to the City. Consultant has an extensive background working with zoos and aquariums throughout the United States on similar initiatives. 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 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 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 rates and charges identified in Exhibit A. The total amount to be expended during the term of this Agreement shall not exceed Twenty -Four Thousand, Nine Hundred Dollars and Zero Cents ($24,900). 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. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Page 1 of 9 c. Payment need not be made for work which 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 the date first written above and shall expire on March 20, 2025, 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 Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance, as described below, for the entire Term of this Agreement, against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. a. Minimum Scope and Limit of Insurance Page 2 of 9 1. Commercial General Liability (CGL). Insurance Services Office ("ISO") 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 and $2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies. 2. Automobile Liability. ISO Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 per accident for bodily injury and property damage. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance as compliance with this requirement. 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. Coverage is not required if Consultant has no employees and signs request to waive.\ 4. Broader Coverage. If the Consultant 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 Consultant. 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 The above required insurance policies 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 connectionwith such work or operations. 2. Waiver of Subrogation. Consultant's insurance company(ies) agree(s) to waive all rights of subrogation against the City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant under this Agreement. 3. Primary Coverage. For any claims related to this Agreement, Consultant's insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it. Page 3 of 9 4. Severability. A severability of interest provision must apply for all the additional insured, ensuring that Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. 5. Cancellation. Insurance policy(ies) herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non -renewal due to non-payment. 6. Certificate Holder. The Certificate Holder on each evidence of insurance certificate shall be: City of Santa Ana, 20 Civic Center Plaza, Santa Ana, CA 92701. C. Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require Consultant 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. d. 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. e. 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 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 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. Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. 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 Page 4 of 9 negligent operations of the Consultant, 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 terms 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 out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant 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 Page 5 of 9 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. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Provider 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. Provider 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 Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, 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 Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. Page 6 of 9 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(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 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 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. 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: Page 7 of 9 To City: City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1989 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Executive Director, Parks, Recreation and Community Services Agency City of Santa Ana 20 Civic Center Plaza (M-23) P.O. Box 1988 Santa Ana, California 92702 To Consultant: Beez Kneez Creative Attn: Jeanette Pletcher 2020 Froude Street San Diego, CA 92107 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 allorney'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. Page 8 of 9 N-2024-179 SIGNATURE PAGE FOR AGREEMENT WITH BEEZ KNEEZ CREATIVE TO PROVIDE ZOO AND YOU CONSULTING SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Jennifer Halt City C APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By. Bra Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: P514h-lr� Hawk Scott (Apt 22.2024 10:36 POT) Hawk Scott Executive Director Parks, Recreation and Community Services Agency CITY OF SANTA ANA � L Alvaro Nunez Acting City Manager CONSULTANT: Jeanette Pletcher Founder Page 9 of 9 Exhibit A Scope of Service and Fees/Costs Nette Pletcher, Founder Beez Kneez Creative 2020 Froude Street San Diego, C k 92107 (208) 340-8281 nette@beezkneezcreative.com BEEZ A\EE% C1t I? \Tl\ E Scope of Work: Education Initiatives During the twelve-month contract period, Beez Kneez Creative will provide consulting services for the City of Santa Ana that will be utilized for the development of the Community Connections: The Zoo d� You programmatic series, including but not limited to: Part I: Building Capacity for Interpretation A. Support development of interpretive graphics for Discovery Station & Farm Exhibit 1. Coordinate with the zoo's designer to write copy and propose graphics content for 4 interpretive panels, 5 animal ID's, and up to 30 totem signs. a. Themed around the 5 senses: touch (animal ambassadors); taste (garden); smell (e.g., porcupine; sight: and hearing) b. One interpretive panel will focus on ambassador animals B. Conduct training workshops on basics of interpretation 1. Design and deliver two train -the -trainer workshops for Education Specialists to enable them to train current and future part-time staff in interpretive techniques and best practices. Topics to include: a. Principles of interpretation b. Identifying interpretive themes c. Knowing your audiences d. Understanding your unique resources e. Choosing appropriate techniques for each audience f. Interpreting difficult topics g. Interpretation in practice h. How to train others DELIVERABLES: • Copy and concept for interpretive graphics for Discovery Station & Farm Exhibit • Training workshop materials Part II: Evaluating Education Programs A. Design evaluation instruments and protocols to assess impact of new Goat Yard experience on staff and guests 1. Specify the goals for evaluation 2. Identify methods to address evaluation goal using quantitative and qualitative measures 3. Pilot test evaluation instruments and adjust protocols and tools accordingly 4. Conduct evaluation and analyze results 5. Prepare presentation with findings and recommendations DELIVERABLES • Evaluation instruments • Evaluation findings and recommendations Fees for Deliverables Estimated Hours Fees @ $150/hour Discovery Station & Farm Interpretive Graphics 42 $6300 Interpretation Workshops 54 $8100 Evaluating Education Programs 70 $10,500 Totals 166 $24,900 About Beez Kneez Creative Beez Kneez Creative advises conservation education leaders in government, private industry, zoos, aquariums, nature centers, and other organizations that connect people to nature. Beez Knecz Creative offers services in: education strategic planning • curriculum design and development program and exhibit evaluation professional development and capacity building for staff Beez Kneez Creative founder Nette Pletcher brings over 20 years of experience in developing, delivering, and evaluating science content for learners of ail ages, predominantly in informal settings focused on wildlife conservation and conservation -conscious behaviors. She has extensive experience working on -the -ground with zoo practitioners to apply theories of learning based on empirical research. Pletcher has an academic background in conservation education, with practical application in the zoo/aquarium setting, including design, implementation, and evaluation of programs, exhibits, and interpretive activities. From 2009-2016 Pletcher led nation-wide education initiatives and oversaw the professional development program at the Association of Zoos and Aquariums (A'ZA,). She worked for five years as a front-line educator at the Smithsonian's National Zoological Park. Pletcher holds a Master of Arts in Education from American University and a Bachelor of Arts in Biology from Swarthmore College. Pletcher also earned a teaching certificate in secondary science and taught middle school science for three. years. In 2010 she completed the Conservation Psychology Institute. at Antioch University New England. References/Current & Past Clients Education Strategic Planning Akron Zoo Autumn Russell, Sr. Director of Education and Communications - a.russell e akronzoo.org Big Bear Alpine Zoo/Friends of the Big Bear Alpine "Zoo Bob Cisneros, Associate Director of Animal Care at Utah's Hogle Zoo (former Director of Big Bear Alpine Zoo) — bob.cisneros@gmail.com Oregon Coast Aquarium Berry Carlin -Morgan, Director of Education & Volunteer Services - Kerry.'Iorgangaouar um.org San Diego Zoo Wildlife Alliance Lisa Biasillo, Vice President of Wildlife Education Programs - liasillo a,sdzwa.org Curriculum Design and Development Columbus Zoo & Aquarium and the Wilds Danielle Ross, VP of Education - danielle.ross a columbuszoo.org Henry Vilas Zoo Jessica Thompson, Conservation Education Curator - jess e hemyvilaszoo.gov Ocean Discovery Institute Shara Fisler, Executive Director - sfisler(@occandi.org oceandi.org Polar Bears International Ktista Wright, Executive Director — kwright@pbeats.org The Walt Disney Company Allyson Atkins, Education Line of Business Manager, Disney's Animals, Science and Environment - Aflyson.Atkins(@disney.com Program and Exhibit Evaluation Fresno Chaffee "Zoo — Kingdoms of Asia exhibit Bticken Sparacino, Chief Conservation Education Officer — bsparacino@fresnochaffeezoo.org fresnochaffeezoo.org Utah's Hogle Zoo — CREW Training & Guest Experience Chris Schmitz, Director of Education - cschmitz@hoglezoo.org North Carolina Zoo — Kidzone Beth Folta, Curator of Education — Efizabeth.folta@nczoo.org Northwest Trek — Wild Drive Tours & Keeper Chats Craig Standridge, Education Curator - Craig.Standridge@nwtrek.org Oregon Zoo — Campus Plan Community Engagement Kristin Solomon, Project 'Manager — Kristin.solomon@oregonmetro.gov Point Defiance Zoo & Aquarium — Wildlife Champions Empathy Initiative Wendy Spaulding, Conservation Engagement Curator - wendsps auldingnpdza.org Polar Bears International — Tundra Connections distance learning program Kris to Wright, Executive Director — k-wright n.obears.org Saint Louis Zoo — New Experience for Children & Families Amp Niedbalski, Tanganyika Wildlife Park— CREW Training & Guest Experience LVunLee Schmidt, Chief of Connections - Ischmidt Ma_�k.cotn Zoo iNliami Foundation — Conservation Teen Scientist program Jessica Parks, (former) Director of Learning Experiences — jparks@zoomiami.org Professional Development and Capacity Building for Staff Arizona Center for Nature Conservation / Phoenix Zoo Ruth Allard, Senior Vice President of Conservation and Education — railardia@hoenixzoo.oM Children & Nature Network Sarah Milligan-Tofiller, Executive Director - sarah_@childrenandnature.org Columbus Zoo & Aquarium and the. Wilds Danielle Ross, VP of Education - danielle.ross(@columbuszoo.org Northwest Trek Craig Standridge, Education Curator - Craig.Standridge@nwtrek.org Oregon Coast Aquarium Derry Morgan, Director of Education - KerU.Morgan@aquarium.org Polar Bears International IristaWright,ExecutiveDirector— kwright ,pbears.org 4 SignedAgreement_Beez Final Audit Report Kneez Creative 2024 2024-04-22 Created: 2024-04-22 By: Stephanie Garcia (SGarcia5@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAAOOLWiNg4Hc OG-i_QGy9ksymAZKt9zKc "Sig nedAgreement_Beez Kneez Creative 2024" History Document created by Stephanie Garcia (SGarcia5@santa-ana.org) 2024-04-22 - 5:36:10 PM GMT- IP address: 209.59.253.210 E� Document emailed to Hawk Scott (hscott@santa-ana.org) for signature 2024-04-22 - 5:36:16 PM GMT Email viewed by Hawk Scott (hscott@santa-ana.org) 2024-04-22 - 5:36:36 PM GMT- IP address: 174.243.242.7 &0 Document e-signed by Hawk Scott (hscott@santa-ana.org) Signature Date: 2024-04-22 - 5:36:47 PM GMT - Time Source: server- IP address: 174.243.242.7 Agreement completed. 2024-04-22 - 5:36:47 PM GMT Q Adobe Acrobat Sign CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDCNYYY) 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 policyfies) 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 endareementlRl_ PRODUCER BIBERK P.O. Box 113247 Stamford, CT 06911 Ana ie °i9 INSURED Jeanette Pletcher 2020 Fronde Street A� e e v e d o San Diego, CA 92107- 33 Insurance C Insurance COVERAGES CERTIFICAT�'eUMBER: REVISION NUMBER - THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POUCY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LT TIDE OFINSURANCE ADDLSUBR POLICY NUMBER POLICY EFF (MMDffYY)n POLICY UP fMMMDNYYYI LIMITS X COMMERCIALGENERAL LABILITY OCCUR EACH OCCURRENCE $ 1,000,000 -DAMACLAIMS-MADE PREMISES TO PREMISES Ea aaunenw E SO 0O0 MED UP CAW one Person) $ 5000 A X N9BP752992 08/16/202308/16/2024 PERSONAL&ADV INJURY $ Included AGGREGATE UMIT APPLIES PER: POLICY Elj� 17] LOG GENERALAGGREGATE $ 2,000,000 GENL PRODUCTS-COMP/OPAGG $ 2,000,000 $ X OTHER AUTOMOBILELABILITY COMBINED SINGLELIMIT Ea aooMen $ BODILY INJURY(Perparnes) $ ANY AUTO OWNED AUTOS ONLY AUTSCHEDOSULED BODILY INJURY (Per accident) $ HIRED NON -OWNED AUTCSONLV AUTOS ONLY(Par PROPERTYDAMAGE sodden $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LAB CLAIMS -MADE DED I I RETENTIONS $ WORKERSCOMPENSATION AND EMPLOYERS! LIABILITY YIN ANYPROPRIIETORIPARTNER/EXECUTIVE ❑ OFFICERNEMBEREXC WDED4 N/A I PER OTH- STATUTE ER EL EACH ACCIDENT $ E.L. DISEASE -EA EMPLOYEE $ (Mandatory in NH) R yes, describe under E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS below B Professional Liability (Errors & Omissions): Claims -Made N9PL677246 08/16/2023 OB/16/2024 Per Occurrence/ Aggregate $1.000000,000/ $1,,000 DESCRIPTION OF OPERATIONS/ LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached d more space is required) City Of Santa Ana , It's Officers, Agents, Representatives And Employee Risk Management Division is listed as additional insured as it pertains to general liability (see endorsement attached) City of Santa Ana (CA) Risk Management Division 20 Civic Center Plaza Santa Ana, CA 92701 ACORD 25 (2016/03) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PRI Risk MwgeneadDtuhlon AUTHORIZED REPRESENTATIVE f� "6+„._� REVIEWED Sr APPROV®RY: L•yTtl./Y�I I A.� Ad�.�c� Risk Management SpertAut ©1988-2015 AC( The ACORD name and logo are registered marks of ACORD CERTIFICATE OF PROPERTY INSURANCE DATE(MMIDDIYYYY) 08/15/2023 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. PRODUCER ICO. T C BIBERK P.O. Box 113247 Stamford, CT 06911 INSURED Jeanette Pletcher 2020 Froude Street San Diego, CA 92107-2330 Direct Insurance COVERAGES CERTIFICATE NUMBER: RFVIRlnhl N(IMRFR- 1 1541611 LOCATION OF PREMISES I DESCRIPTION OF PROPERTY (Attach ACORD 101, Additional Remarks Schedule, if more space Is required) Location: 2020 Froude StreetSan Diego, CA 92107-2330 Bldg #001: Consultants - All Other - 4167702 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE(MMR)DIWYY) PoLICYEXPIRATION DATE(MMIDD/YYYY) COVERED PROPERTY LIMITS X CAUSES PROPERTY OF LOSS DEDUCTIBLES N9BP752992 08/16/2023 08/16/2024 j BUILDING PERSONAL PROPERTY BUSINFSSINCOME EXTRA EXPENSE RENTALVALLE BLANKETBUILDING BLANKET PERE PROP BLANKET BLDG & PP $ 0 It 0 BASIC z'ILLDING $ BROAD CONTENTS It X SPECIAL EARTHQUAKE It n/a WIND $ n/a FLOOD $ n/a $ s CAUSESOF INLANDMARINE LOSS NAMED PERILS TYPE OF POLICY $ $ POLICY NUMBER $ CRIME TYPE OF POLICY $ $ s BOILER & MACHINERY I EQUIPMENT BREAKDOWN $ 8 SPECIAL CONDITIONS I OTHER COVERAGES (ACORD 101, Additional Remarks Schedule, may be attached N mare space is requited) * ALS up to 12 months. City of Santa Ana (CA) 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 ACORD 24 (2016/03) The ACORD name and logo are registered marks of ACORD ti'4 Risk Mnugmu dDivielm APPROVED 6 APPROVBY: A+f4A &v44 ® Rink Management SpeaAnt POLICY NUMBER: N9BP752992 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 Persons Or Or anization s : City Of Santa Ana, It's Officers, Agents, Representatives And Employee Risk Management Division 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 omis- sions 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. RIAMowgnnadDIMimt o REVIE &APPRmm BY: A-.4 A...44 ® Risk Managemen[SpedBist 01 BP 04 48 01 06 © ISO Properties, Inc., 2004 Page 1 of 1 0 POLICY NUMBER:N9BP752992 Date Processed: 05/03/2024 BUSINESSOWNERS BP 12 0107 02 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESSOWNERS POLICY CHANGES Jeanette Pletcher 2020 Froude Street San Diego, CA 92107-2330 THIS ENDORSEMENT FORMS A PART OF THE POLICY NUMBERED BELOW. POLICY NUMBER POLICY CHANGES EFFECTIVE I COMPANY N9BP752992 05/04/2024 Berkshire Hathaway Direct Insurance NAMED INSURED AUTHORIZED REPRESENTATIVE Jeanette Pletcher CHANGES Policy Forms Added Waiver Of Transfer Of Rights Of Recovery Against Others To Us (BP 04 97 01 06) WdeMmagnnmtDMsm RE+nerrEo&APPawtn BY: `+4f~-'^',��''° Risk Management Spetlzlis[ 01 BP 12 01 07 02 © ISO Properties, Inc., 2001 Page 1 of 2 POLICY AMOUNT AND PREMIUM ADJUSTMENT Limits Of Insurance Premiums Coverage Description Previous Limit Of Insurance New Limit Of Insurance Previous Premium New Premium ❑ Add'I Premium ❑ Return Premium $ Is $ TOTAL PREMIUM ADJUSTMENTS PREMIUM DUE AT POLICY CHANGE EFFECTIVE DATE ADDITIONAL RETURN $ 0.00 $ 0.00 REMOVAL If Covered Property is removed to a new location that is described on this Policy Change, you may PERMIT extend this insurance to include that Covered Property at each location during the removal. Cov- erage at each location will apply in the proportion that the value at each location bears to the value of all Covered Property being removed. This permit applies up to 10 days after the effective date of this Policy Change: after that, this insurance does not apply at the previous location. 'e,,w— _.< Niak MmugenmtD(vMAm RwEWED&AFrxoft ® Risk Management Specialist 3 01 Page 2 of 2 © ISO Properties, Inc., 2001 BP 12 0107 02 POLICY NUMBER: N9BP752992 BUSINESSOWNERS BP 04 97 01 06 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SCHEDULE City of Santa Ana (CA) 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. BP 04 97 01 06 © ISO Properties, Inc., 2004 RIA MPnPgewtadDM im REME 6APPRovm By: A+UA444 ® Risk Management Speaalist ACOR" CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) Fo8/24/2024 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 ^. CO RICT BETWEEN E ISSUIN9 INSURER(S), AA11THORIZED REPRESENTATIV OR PRODUCER,AND TF4 CERTIFICATE HOLDER. IMPORTANT: If erti of n DIDei,,te L INSURED,the poh :y;ie L S i endorsed. If SUBROGATI A ED, u ct t t conditions of the F N�cy, certain licies may re ire an en sement. A statement on this certificate es t nfe i s t e eolder in lieu of such id sement(s). PRODUCER COP 4CT NA' . BIBERK PF 'N -4 2- — ffa/c No: 0 - 5 - P.O. BOX 113247 F 4iAL Ext Stamford, CT 069 1 DDRESa customerservice biBERK com rAFFO I G OV AIC# �NSU- ._. . , a a,�D I r Co pa* • 391 INSURED SURER B: National Liability&F!-9 Insurance Company 20052 Jeanette Pletc P% L01= V1= d INSURER • 1 • _ ' ' 2020 Froude Street INSURER • 1 :16ftJ San Diego, CA 92107-2330 INSURERE: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MMIDD/YYYY MMIDD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 RENTED CLAIMS-MADE OCCUR PREM SES Ea occurrence) $ 50,000 A X X N9BP260927 08/16/2024 08/16/2025 MED EXP(Any one person) $ 5,000 PERSONAL&ADV INJURY $ Included GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 PRO- POLICY1:1 JJECT LOC PRODUCTS-COMP/OPAGG $ 2,000,000 X OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTE I I ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? ❑ NIA (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Professional Liability (Errors & N9PLO92398 Per Occurrence/ $ 1,000,000 Omissions): Claims-Made os/�6/2o2a 0s/16/2025 Aggregate $ 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) City of Santa Ana,Parks,Recreation and Community Services,its officers,agents,representatives,and employees is listed as additional insured as it pertains to general liability(see endorsement attached) A waiver of transfer of rights exists on this policy as it pertains to general liability in favor of City of Santa Ana,Parks,Recreation and Community Services,its officers,agents,representatives,and employees (see endorsement attached) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana, Parks, Recreation and Community Services THE EXPIRATION DATE THEREO- " 20 Civic Center Plaza ACCORDANCE WITH THE POLICY PR( Santa Ana, CA 92701 RteieManagement Dmslort �?-' REVIEWED&APPROVED BY: AUTHORIZED REPRESENTATIVE f 4 Aecv4o Risk P.lanagennent Specialist ©1988-2015 ACORD ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD POLICY NUMBER: N96P752992 BUSINESSOWNERS BP 04 97 01 06 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: u101 I I I** 1TA9 I A :NY6109 :I :7_Ce1 s 7i7 -.1,K1 610111;1111111114 Name Of Person Or Organization: City of Santa Ana, Parks, Recreation and Community Services 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. BP 04 97 01 06 © ISO Properties, Inc., 2004 RAM" gemmentvisfan 3° ^ RenE 6 Arrao av: A+ ju Aow44 ® Risk Management Specialist 's' I, CITY OF SANTA ANA RISK MANAGEMENT a division of HUMAN RESOURCES Managing Risk ftv gh Posfflw Change ) Affidavit of Exemption for Workers' Compensation Insurance Jeanette Pletcher (Nome/Title) following declaration: I certify on behalf of Beez Kneez Creative hereby affirm under penalty of perjury, the that during the term (Consultant/Company Name) of my contract for Education Consulting services with the City of Santa Ana, (Type of service provided) I will not employ any person in any manner so as to become subject to the workers' compensation laws of California, and agree that if I should become subject to the workers' compensation provisions of Section 3700 of the Labor Code, I shall forthwith comply with the provisions and provide proof of workers' compensation coverage immediately. Date: 4/22/24 Print Name: Jeanette Pletcher Print Title: Founder Signature: �-,'—rl'-- C Telephone: 208 340 8281 WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECT AN EMPLOYER TO CRIMINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSAND DOLLARS ($100,000). IN ADDITION TO THE COST OF COMPENSATION, DAMAGES AS PROVIDED FOR IN SECTION 3706 OF THE LABOR CODE, INTEREST, AND ATTORNEY'S FEES. xiek Monagenent D; idw� RRIWWR Risk Management SpeaAist I:\Risk Mgmt\Insurance Requirements\Affidavit of Exemption for Workers' Compensation Insurance