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HomeMy WebLinkAboutARTHUR J. GALLAGHER RISK MANAGEMENT SERVICES, LLC. A-2026-1 d4 fat Of [ZUZb NIL �i 0 1(11a +1:Nwit) AGREEMENT FOR CONSULTANT SERVICES BETWEEN J CITY OF SANTA ANA AND ARTUR J. GALLAGHER RISK MANAGEMENT SERVICES LLC. INSURANCE BROKER SERVICES THIS AGREEMENT is made and effective as of September 1, 2026 between the City of Santa Ana, a municipal corporation (hereinafter referred to as"City"), and Arthur J. Gallagher Risk Management Services LLC, a Delaware limited liability company (hereinafter referred to as "Consultant"). City and Consultant are also referred to collectively as "the Parties" or singularly as a "Party." In consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows: 1. TERM This Agreement shall commence on September 1, 2026, and shall remain and continue in effect until tasks described herein are completed, but in no event later than August 31, 2029 unless sooner terminated pursuant to the provisions of this Agreement. This Agreement can be canceled by either Party with thirty (30) days written notice to the other Party. 2. SERVICES Consultant shall perform insurance brokerage services for the placement of the City of Santa Ana's insurance programs as outlined in Exhibit A. 3. PERFORMANCE Consultant shall at all times faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. PAY-MENT a. The City agrees to pay Consultant for insurance premiums invoiced for insurance placements. b. Consultant will submit invoices for insurance premiums. Invoices shall be submitted once insurance coverage is bound. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the City disputes any of Consultant's fees, it shall give written notice to Consultant within thirty(30) days of receipt of an invoice of any disputed fees set forth on the invoice. C. City shall pay Consultant a commission for the Services and lines of coverage set forth on Exhibit A. In addition, Consultant may also receive interest or other investment income on funds temporarily held by it, such as premiums or return premiums. Other parties, such as excess and surplus lines brokers, wholesalers, reinsurance intermediaries, underwriting managers, captive managers and similar parties, some of which may be owned in whole or in part by Consultant's corporate parent, may earn and retain usual and customary commissions and fees in the course of providing insurance products to clients. Any compensation that Consultant receives from insurance carriers may differ depending on the market and the insurance product placed on Client's behalf. Consultant may receive additional compensation from insurance carriers in the form of contingent and supplemental commissions, bonus commissions, overrides or expense reimbursements. Any such fees or commission will not constitute compensation to Consultant per this Section 4. 6. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section. 6. RELEASE OF INFORMATION a. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents or subcontractors, shall not without written authorization from Risk Management Department or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. b. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under or with respect to any project or property located within the City. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. 7. NOTICE Anynotices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by @ personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or(iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice. Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above. Mailing Address: City of Santa Ana 20 Civic Center Plaza, M-28 Risk Management, 41" Floor Santa Ana, CA 92701 AND City Clerk City of Santa Ana 20 Civic Center Plaza, M-30 Santa Ana, CA 92702 To Consultant: Arthur J. Gallagher Risk Management Services, LLC Susan J. Blankenburg 595 Market Street San Francisco, CA 94105 415-536-8417 Susan BlankenburgAaig.com 8. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Upon termination of this Agreement, Consultant's sole compensation shall be payment for actual services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the City Council and the Consultant. 9. LICENSES At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 10. INSURANCE Consultant will maintain insurance throughout the duration of this Agreement as specified in the attached Exhibit B. 11. GOVERNING LAW The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with geographic jurisdiction over the City of Santa Ana. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court's judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted. 12. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 13. AUTHORITY TO EXECUTETHIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder.The Risk Management Department is authorized to enter into an amendment on behalf of the City to make the following non-substantive modifications to the agreement: (a) name changes; (b) extension of time; (c) non-monetary changes in scope of work; (d) agreement termination. 14. LIMITATION OF LIABILITY Consultant's liability to City arising from any acts or omissions of Consultant shall not exceed $20 million in the aggregate. Without limiting the foregoing, each Party shall only be liable for actual damages incurred by the other Party, and shall not be liable for any indirect, special, exemplary, consequential, reliance or punitive damages. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF SANTA ANA CONSULTANT Arthur J. Gallagher Risk Management Services, LLC Michael Galla er (Jul 6, 2026 14:45:26 PDT) By: L Alvaro Nunez Michael Gallagher City Manager Area President PM Initials: ATTEST: Date: By: H City Clerk APPROVED AS TO FORM: Sonia R. Carvalho City Attorney By: Q;��n Laura A. Rossini Chief Assistant City Attorney EXHIBIT A CLIENT SERVICE AGREEMENT The following outlines Services provided by Gallagher over the term of this Agreement: • Use its best efforts to secure the following lines of insurance coverage on Client's behalf: o List of Insurance Placements: ■ Underground Storage Tanks • Excess Liability (Buffer) ■ Excess Workers' Compensation (Buffer) ■ Terrorism • Difference in Conditions (Earth Movement& Flood) • Work with Client to prepare comprehensive underwriting data and criteria for insurance carrier negotiations. • Formally present coverage submissions to agreed upon insurance carrier(s) and negotiate terms on behalf of Client. • Summarize the results of executing the marketing strategy developed with Client and communicate program recommendations. • Provide consultation to Client on exposures, existing coverage, and the desirability and/ or feasibility of potential program changes, retention and data analysis as recommended by Gallagher. • Request change endorsements, when requested by the Client or when otherwise necessary, ensuring accuracy and delivery in a timely manner. • Administration of insurance program (only if applicable), including policy review and issuance, invoicing, coordination and/ or issuance of required documentation, i.e., certificates of insurance, and other program administration, as required by the Client. • Review accounting and billing data; audit information from insurance carriers to ensure accuracy. • Other Services: o Risk Control Services o Loss control consultation and claim advocacy o Certificate Tracking EXHIBIT B INSURANCE REQUIREMENTS Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages: MINIMUM SCOPE AND LIMIT OF INSURANCE Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as: • 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 and $2,000,000 aggregate. • Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance, provided that such policy is endorsed for business use and provides coverage with a minimum limit of $1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies. • Workers' Compensation (WC): 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, per employee, per policy for bodily injury or disease. This requirement can be waived if Consultant has no employees. Consultant attests that its workers' compensation coverage extends to all persons who will be working with the City under the agreed scope of services. • Professional Liability (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate. If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions The insurance policies are to contain, or be endorsed to contain, the following provisions: 1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations. 2. CGL, AL, and WC policies: Insurance company(ies) agrees to waive all rights of subrogation against 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 for City. 3. All required insurance policies: For any claims related to this contract, 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. 4. All required insurance policies: A severability of interest provision must apply for all the additional insureds, 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. Each insurance policy required 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 on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Julie Hoang, Human Resources Agency, 20 Civic Center Plaza M-24, P.O. Box 1988, Santa Ana, CA 92701. The name and location of the project or event should be included in the Description of Operations section of each certificate. Self-Insured Retentions Self-insured retentions must be declared to and approved by the City. 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. Acceptability of Insurers Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City. Verification of Coverage Consultant shall furnish 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 Cage of the CGL policy listing all policy endorsements to Entity 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. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Claims Made Policies If any of the required policies provide coverage on a claims-made basis: 1. The retroactive date must be shown and must be before the date of the contract or the beginning of work. 2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work. 3. 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, Consultant must purchase "extended reporting" coverage for a minimum of three (3) years after completion of work. Subcontractors Consultant shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from sub-contractors. 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. MMIDDNYY Ac" ml CERTIFICATE OF LIABILITY INSURANCE DAT1/2212026 Y) THIS CERTIFICATE, IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(les)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Arthur J. Gallagher Risk Management Services, L NAME;LC PHONE 312-7Q4-01 QQ arc No;312-803-7443 300 S Riverside Plaza Ste 1500 E-MAIL Chicago IL 60606 ADDRESS: INSURE R(S)AFFORDING COVERAGE NAIC If INSURER A;Arch Insurance Company 11150 INSURED INSURER B;Continental Insurance Company 35289 Arthur J. Gallagher, LLC 2850 West Golf Road INSURERC;Arch Indemnity Insurance Company 30830 Rolling Meadows,IL 60008 INSURER D; INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:740186644 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 ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE POLICY NUMBER MMIDDIYYYY MMIDDIYYYY LIMITS A X COMMERCIALGENERALLIABILITY Y Y 41GPP493a41s 10/1/2025 10/1/2026 EACH OCCURRENCE $2,000,000 �OCCUR DAMAGES RE NI CLAIMS-MADE PREMISES Ea occurrence $1,000,000 MED EXP(Any ono person) $10,000 PERSONAL&ADV INJURY $2,000,000 - GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY F7 JEC PROT [X] LOG PRODUCTS-COMPIOPAGG $4,000,000 OTHER: $ A AUTOMOBILE LIABILITY 41CAB4938318 1011/2025 1011121 COMBINEDSINGLELIMIT $5,000,000 Ea accldent IX ANY AUTO BODILY INJURY(Per person} $ OWNED SCHHDULEb AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ X HIRED X NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident - $ R X UMBRELLA LIAB X OCCUR GUE7034611269 10/1/2025 10/1/2026 EACH OCCURRENCE $25,000,000 EXCESS LIAB CLAIMS-MAnE AGGREGATE $25,000,000 DED I X I RETENTION$in nnn $ C WORKERS COMPENSATION Y 44VVCI0501918 11 1011/2026 X I PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTE ER ANYPROPRI£TORIPARTNERlEXhGUTIVE N NIA E.L.EACH ACCIDENT $1,000,000 OFFIC£RlMEMB£.R EXGLUDEP7 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is raquired) General Liability: General Aggregate Per Location Subject to$10 Mil Policy aggregate. ay 7u Tran Ngayen at 9:36 am,Jan 26,2026 Coverage Extends to: Keenan&Associates 2355 Crenshaw Blvd.,Suite 200,Torrance,CA 90501 City of Santa Ana,its City Council,officers,officials,employees,agents and volunteers are included as additional insureds on General Liability policy on primary and non-contributory basis as required by written contract pursuant to and subject to the policy's terms,definitions,conditions and exclusions.Waiver of See Attached,,. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Office of the City Administrator 20 Civic Center Plaza,4th Floor AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 A/6 lI� ©1968-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORN THIS CERTIFICATE SUPERSEDES PREVIOUSLY ISSUED CERTIFICATE AC R 0 r ATE(MMID13NYYY) �� CERTIFICATE OF LIABILITY INSURANCE 10I21/2025 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 polloy(les)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this Certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Arthur J. Gallagher Risk Management Services, LLC PHONE FAX 300 S Riverside Plaza Ste 1500 c • 312-704-0100 A!C No):312-803-7443 Chicago IL 60606 %[M Ress: certrequests@alg.com INSURER(S)AFFORDING COVERAGE NAIC 47 INSURERA:Lexington Insurance Company 19437 INSURED ARTHJGA113 INSURER B:XL Specialty Insurance Company 37885 Arthur J Gallagher&Co and its Subsidiaries 2850 West Golf Road INsuRERc:Underwriters at Lloyd's London 15792 Rolling Meadows, IL 60008 INSURER D: INSURER E; INSURERF: COVERAGES CERTIFICATE NUMBER:1003635970 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. ILTR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER MMlDDfYYYY MMI��IYYYY LIMIT$ COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE RENTED CLAIMS-MADH OCCUR PREMISESOEa occurrence) $ MED EXP(Any one persor) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY PRO ❑LOC PRODUCTS-COMPIOP AGG $ PRO- OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIM IT $ Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accld.M UMBRELLA LIAB OCOUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DIED I I RETHNTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY YIN STATUTI: ER ANYPROPRIETORIPARTNER/EXECUTIVE E.L.EACH ACCIDENT $ OFFICERIMEMBEREXCLUDED7 NIA (Mandatory In NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Errors&Omissions 018415132 10/1/2025 10/112026 Per Clalm/Aggregaie $12,000,000 B Excess Errors&Ommislsons ELU20648725 10/1/2025 10/1/2026 Per Claim/Aggregate $10,000,000 C Excess Errors&Omissions F10121925 10/1/2025 10/112026 Per Clalm/Aggregale $13,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) Effective 8/18/2025 AssuredPartners,Inc.and all affiliates and subsidiaries have been acquired by Arthur J.Gallagher&Co. Coverage extends to:Keenan&Associates 2355 Crenshaw Blvd.,Suite 200,Torrance,CA 90501 APPROVED By Tu Tran Nguyen at 9:36 am,Jan 26,�026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Attn:Office of the City Administrator 20 Civic Center Plaza,4th Floor AUTHO IZEDREPRESENTA71VE Santa Ana CA 92701 OO 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD (MMtDDIYYY A' CERTIFICATE OF LIABILITY INSURANCE [2ATE 112112026 Y) 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 poliey(ies)must have ADDITIONAL INSURED provisions or be endorsed, If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s). PRODUCER CONTACT Arthur J. Gallagher Risk Management Services, LLC NAME; PHONE , 312-704-0100 N No;312-803-7443 300 S Riverside Plaza STE 1500 E-MAIL Chicago I 60606 ADDRESS: INSURER(S)AFFORDING COVERAGE NA1C# INSURERA:Indian Harbor Insurance Company 36940 INSURED ARTHJGA113 INSURER B:Lexin ton Insurance Company 19437 Arthur J Gallagher&Co and its Subsidiaries 2850 West Golf Road INSURERC:Beazley Insurance Company, Inc. 37640 Rolling Meadows, IL 60008 INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:972110567 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. INTR ADDLTYPE OF INSURANCE J=SUBR POLICY NUMBER FOLIC EFF POLIO I(EXP LIMITS COMMERCIALGENERALLIABILITY EACH OCCURRENCE $ CLAIMS-MADE OCCUR DAMAGE TO RENT D nce PREMISES Ea occurre $ MED li(Any ono person) $ PERSONAL&ADV INJURY $ - GEN'LAGGREGATELIMITAPPLIESPER: GENERAL AGGREGATE $ POLICY1:1 JECT LOC PRODUCTS-COMP/OPAGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINEaEDaccident SINGLE LIMIT $ ANYAUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per anedent) $ AUTOS ONLY AUTOS HIRED NON-OWNED - PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accldeni UMBRELLA UAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ PEP I I RETENTION$ $ WORKERS COMPENSATION PER OTH» AND EMPLOYERS'LIABILITY Y f N X STATUTE ER ANYPROPRIETORIPARTNERfEXECUTIVE E.L.EACH ACCIDENT $ OFFICERIMEMBEREXCLUDEDT NIA {Mandatory in NH) E.L.DISEASE.EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISFASr-POLICY LIMIT $ A CyberLiability-ClaimsMade MTP904630502 5W2025 611/2026 Aggregatc/iClelm $10,000,000 B ExcessCyber-ClaimsMade 013012304 5/1/2025 5l112026 Aggregate/Per Claim $10,000,000 C ExcessCyber-ClalmsMade V2933A240901 5/1/2025 511/2026 Aggregate/Per Clelm: $5,600,000 DESCRIPTION OF OPERATIONS!LOCATIONS!VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Coverage extends to:Keenan&Associates,2355 Crenshaw Blvd,Suite 200,Torrance,CA 90501, APPROVED Eiy 7 u Tran Nguyen at 9:36 am,Jan 26,2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Attn: Office of the City Administrator 20 Civic Center Plaza,4th Floor AUTHo IZEDREPRESENTATIVE Santa Ana CA 92701 ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: _ LOC#: ACU " ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY NAMED INSURED Arthur J.Gallagher Risk Management Services,LLC Arthur J.Gallagher,LLC 2850 West Golr Road POLICYNUMBER Rolling Meadows,IL 60008 CARRIER NAIC CODE EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE Subrogation applies to additional Insureds,as respects General Liability and Workers Compensation policies,pursuant to and subject to the policy's terms, definitions,conditions and exclusions,30 Days Notice of Cancellation applies in favor of Certificate Holder as required by written contract ACORD 101 (2008/01) ©2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED This endorsement modifies Insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE FORM LIQOUR LIABILITY FORM PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE FORM SECTION II - WHO IS AN INSURED is amended to include as an additional insured the person or organization who is required under a written contract with you to be included as an insured under this policy, but only with respect to liability arising out of your operations or premises owned by or rented to you. All other terms and conditions of this policy remain unchanged. Endorsement Number: Policy Number: 41GPP4938418 Named Insured: Arthur J. Gallagher, LLC This endorsement is offecikive on the•inception date of this Policy unless otherwise stated herein:Endorsement Effective ❑ate: 10/01/2025 00 GLOS96 00 04 10 Page 1 of 1 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 00 03 13 (Ed. 4-84) POLICY NUMBER: 4 4WC T 0 5 01918 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. Schedule ANY PERSON OR ORGANIZATION WHERE WAIVER OF OUR RIGHT TO RECOVER IS PERMITTED BY LAW AND IS REQUIRED BY WRITTEN CONTRACT PROVIDED SUCH CONTRACT WAS EXECUTED PRIOR TO DATE OF LOSS For policies or exposure in Missouri: Any person or organization for which the employer has agreed by written contract, executed prior to loss, may execute a waiver of subrogation. However, for purposes of work performed by the employer in Missouri, this waiver of subrogation does not apply to any construction group of classifications as designated by the waiver of right to recover from others (subrogation) rule in our manual. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 10/01/2025 Policy No. 44WC10501918 Endorsement No. Insured ARTHUR J. GALLAGHER&CO. Premium INCL. Insurance Company ARCH INDEMNITY INSURANCE COMPANY DATE OF ISSUE: 10-08-25 Countersigned By WC000313 (Ed.4-84) 1983 National Council on Compensation Insurance. POLICY NUMBER: 41GPP493841B COMMERCIAL GENERAL LIABILITY CG24040509 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY ALAI N ST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Person Or Organization: ANY PERSON OR ORGANIZATION WHERE WAIVER OF OUR RIGHT TO RECOVER REQUIRED BY WRITTEN CONTRACT WITH SUCH PERSON OR ORGANIZATION PROVIDED SUCH CONTRACT WAS EXECUTED PRIOR TO THE LOSS . Irforrnation reguired to corn: fete this Schedule if not shown above will be shown In the Declarations. The following is added to Paragraph 8. Transfer Of Fights Of Recovery Against Others To Us of Section IV—Conditions: We waive any right of recovery we may have against the arson or organization shown in the Schedule above because of payments we make for injury or damage arising out of your angoin.c0 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. CG 24 04 05 09 U Insurance Services Office, Inc„ 2008 Rage 1 of 1 ❑ POLICY NUMBER: 41GPP4938418 COMMERCIAL GENERAL LIABILITY CG 20 01 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARYAND NONCONTRIBUTORY - OTHER INSURANCE CONDITION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS ICOMPLETED OPERATIONS LIABILITY COVERAGE PART The following Is added to the Other Insurance (2) You have agreed in writing in a contract or Condition and supersedes any provision to the agreement that this insurance would be contrary: primary and would not seek contribution Primary And Noncontributory Insurance from any other insurance available to the additional insured. This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that: (1) The additional insured is a Named Insured under such other insurance; and CG 20 01 0413 0 Insurance Services Office, Inc., 2012 Page 1 of 1