Loading...
HomeMy WebLinkAboutSTRATEGIC SOLUTIONS 4 - 2013M€:tdRAN%ON HLE V11ORN MAY PROCEED li (I'_ 16URANCE EXPIRES OE COUNCIL CONSULTANT AGREEMENT N- 2013 -166 gpEC 3 1 2013 d • FMSCr� This�greemen or tl inlanec of services ( "Agreement ") is made and entered into d "on this oV day of ir, 13 ( "Effective Date "), by and between Strategic Solutions, a California independent consulting firm which provides grant consulting services to public and private agencies /companies, with its principal place of business located at 2825 South Palm Canyon Drive, Palm Springs, California 92264 (herein after referred to as "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 (hereinafter "City"), with its principal place of business located at 20 Civic Center Plaza, Santa Ana, CA 92701. City and Consultant may be referred to herein individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RECITALS A. City desires to retain a Consultant having special skill and knowledge in grant consulting services and with a deep understanding of all phases of the grant process; 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. D. The Parties have specified in this Agreement the terns and conditions under which such services will be provided and paid for. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terns and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform those services identified in StrategicSolutions' Proposal for Comprehensive Grant Consulting Services as set forth in Exhibit A to this Agreement. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit A. The total sum to be expended under this Agreement, shall not exceed $25, 000.00 during the tern of this Agreement. b. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. 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. TERM This Agreement shall commence on the date first written above and terminate on June 30, 2014, unless terminated earlier in accordance with Section 12, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire tern of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer- employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. 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: a. Commercial General Liability Insurance. THIS IS WAIVED. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. Consultant shall supply City with a fully executed additional insured endorsement in substantially the form attached hereto as Exhibit B upon execution of this Agreement and shall be approved in form by the City Attorney. c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self - insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. e. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 6. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, 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 health, and claims for property damage, which may arise from the direct or indirect operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 7. 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. 8. 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. 9. 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 telefacsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: and, Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 -1988 telefacsimile (714) 647 -6956 Executive Director, Finance & Management Services City of Santa Ana 20 Civic Center Plaza (M -17) P.O. Box 1988 Santa Ana, California 92702 To Consultant: Charlotte D. Whitney, dba StrategicSolutions 2825 South Palm Canyon Drive Palm Springs, CA 92264 A party may change its address by giving notice in writing to the other party. Thereafter, any notice, tender, demand, delivery, or other communication shall be addressed and transmitted to the new address. If sent by mail, any notice, tender, demand, delivery, or other 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 telefacsimile, any notice, tender, demand, delivery, or other 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. 10. 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, that terms and conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 11. 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. 12. TERMINATION This Agreement may be terminated by the City upon fifteen (15) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 13. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 14. JURISDICTION - VENUE This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be government and construed in accordance with the laws of the State of California. 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. 15. 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 her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Maria D. Huizar Clerk of the Council APPROVED AS TO FORM: Sonia Carvalho City Attorney By: Jo a doval -- Chie ssistant City Attorney RECOMMENDED�FOn\\y\IRAPPROVAL: Francisco Gutierrez Executive Director Finance & Management Services CONSULTANT arlotte D. Whi ney dba StrategicSolutions Consultant /Owner /President Employer ID # or Individual SS # 043 -36 -2895 CITY OF SANTA ANA _�J"e David Cavazos City Manager STRATEGIC SOLUTIONS PROPOSAL COMPREHENSIVE GRANT CONSULTING SERVICES to the City of Santa Ana Facilities, Fleet and Central Stories Fiscal Year 2013/2014 ,�1T1 4 ATAI�h�l Charlotte D. Whitney, d.b.a. StrategicSolutions, will provide comprehensive grant consulting services to the City of Santa Ana Facilities, Fleet and Central Stores (FFCS). Drawing on its extensive experience in all phases of the grant process, StrategicSolutions will work interdepartmentally and with public and private entities to achieve program objectives and maximize access to funding. StrategicSolutions will focus on funding opportunities to support the following FFCS plans and priorities: 1. Green Facilities, Fleet and Central Stores Strategic Plan 2. Green Fleet Action Plan: Electric Vehicles and Charging Infrastructure 3. Green Fleet Action Plan: Propane Vehicles and Infrastructure 4. Green Fleet Action Plan: Environmentally Preferable Purchases and Practices Policy 5. Public Outreach for Green Initiatives 6. Others, as identified or assigned ACCOMPLISHMENTS: FISCAL YEARS 2010/11— 2012/13 In Fiscal Year 2010/2011, StrategicSolutions with the assistance of FFCS staff developed a Green Strategic Plan to increase the sustainability of the division. The plan outlines specific short and long- term goals, punctuated by a timeline of quantifiable actions. Focusing heavily on energy efficiency initiatives and employing forward thinking in fleet management, the goals of the plan are to improve air quality, reduce the City's carbon footprint, and channel cost savings into environmental projects. During Fiscal Year 2011/2012, three area - specific action plans were developed to advance FFCS ultimate goal of running an environmentally friendly fleet and stores operation. The first plan discusses electric vehicles and infrastructure, the second focuses on propane vehicles and infrastructure, and the third plan advocates environmentally preferable purchases and practices within the FFCS. Last Fiscal Year, 2012/13, as required by local funding agencies, a public outreach and education plan was developed for the FFCS. The plan proposes actions that will increase public awareness of the green initiatives of the division and by doing so increase public support for funding. Concurrent with and in support of strategy development, StrategicSolutions secured close to $1.1 million in grant funding for FFCS. Funding included propane and compressed natural gas (CNG) vehicles and propane, CNG and electric vehicle infrastructure. Implementation of proposed actions over the last three fiscal years resulted in the FFCS steadily climbing from #99, then to #38, then to #10 and finally to #5 in 2013 in Government Fleet Magazine's 100 Best Fleets competition. Proposal Santa Ana Grant Consulting_2013 -2014 Page 1 811912013 r° STRATEGIC SOLUTIONS ffAI FOCUS: FISCAL YEAR 2013/2014 Beginning in Fiscal Year 2012/2013, while still working to identify additional grant funding for new projects, StrategicSolutions began to extend its services to Post - Application Implementation and Grant Management. In order to realize the funding secured, the projects which received funding needed to be implemented and required activities completed. Two required elements - community outreach /public education and reports /requests for reimbursements - began to feature strongly in the work program. In Fiscal Year 2013/2014, StrategicSolutions proposes to continue its focus on securing funds for additional projects, completing grant management activities as required by the grant agreements and implementing the Public Outreach for Green Initiatives plan. Working with staff, the company will also start the process of LEED Certification for the Corporate Yard. StrategicSolutions will draw from the list of grants identified in the Green Facilities, Fleet and Central Stores Strategic Plan and the three supporting specific action plans for additional grant funding. For Post - Application Implementation and Grant Management activities, StrategicSolutions will draw from the contractual agreements between the City of Santa Ana and the funding agencies. SERVICES The following is a representative list of services that may be preformed. Grant Identification and Strategy Development Identify applicable grants Research grant databases and agency specific databases on -line for funding opportunities Attend training and bidder's conferences Develop a database of grants that match funding needs Maintain a comprehensive grants inventory for each project area Prepare strategies and action plans Facilitate project scoping Write program descriptions Grant Development and Preparation Download and review guidelines, applications and forms Develop strategies that maximizes funding and prospects for approval Research and assemble information needed for applications Obtain specifications, vendor quotes, brochures and other supporting materials Secure relationships, resolutions, cover letters and letters of support Prepare draft materials for review and comment Prepare final applications for submittal Overnight mail and /or deliver applications to funding agencies and clients Prepare, update, and /or assemble additional documents as required by funding agencies Track applications through review process Assist with contract development and signing Proposal Santa_ Ana_ Grant Consulting 2013 -2014 Page 2 811912013 STRATEGIC SOLUTIONS and SERVICES, continued Grant Implementation and Management Prepare calendar of report due dates Download report requirements and forms Obtain and assemble information for preparation of reports Prepare draft reports for review and comment Prepare final reports for submittal Prepare materials for status meetings with clients, agency staff and /or other consultants Coordinate with staff on invoicing and requests for reimbursement Coordinate with outside agency staff and consultants on funding status and grant implementation Maintain computer and hard copy files for audit AVAI LABI LTIY Charlotte D. Whitney will dedicate the required time and materials to complete quality work submitted on deadline. Charlotte D. Whitney will be available for consultation as needed by telephone, e -mail, and FAX. Charlotte D. Whitney will be available for meetings at the offices of the City of Santa Ana as required. COMPENSATION The City of Santa Ana will be billed monthly for work completed at a rate of $85 per hour A detailed activity report and copies of completed projects will be submitted with each invoice. Ordinary support services, including mileage and telephone, are included within the monthly charge. Total amount of compensation will not exceed $25,000. TERMS The Agreement will be in effect for Fiscal Year 2013/2014 ending June 30, 2014. D. Whitney Proposal Santa Ana Grant Consulting 2013 -2014 811912013 Date Page 3 EXHIBIT B ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company This endorsement modifies such insurance as is afforded by the provisions of Policy relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ( "additional insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective Policy # Issued to this endorsement form as apart of Named Insured Countersigned by Authorized Representative Alf Y yr2" CERTIFICATE OF LIABILITY INSURANCE 06-14 -2013 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 ADDITIONALINSURED,the pollcy(ies) must be endorsed. If SUBROGATIONIS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsements). PRODUCER BIN INSURANCE HOLDINGS LLC /PHS 505500 P:(866)467-8730 F:(877)905-0457 PO BOX 33015 SAN ANTONIO TX 78265 CONTACT NAME: PHONE FAX Ext: 866)467 -8730 A /C, Not: 1877)905 -0457 E/&N ADDRESS: INSUR AFFORDING COVERAGE NAICk INSUREaA: Sentinel Ins Co LTD INSURED INSURER B: US Liability Insurance Co. INSURER C: 5 1,000, 000 STRATEGICSOLUTIONS 2825 S PALM CANYON DR INSURER D A COMMERCIAL GENERAL LIABILITY CLAIMS -MADE D OCCUR X General Liab 11 PALM SPRINGS CA 92264 INSURER E: 06/12/2013 INSURER F MED EXP (Any one person) S 10,000 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 LTR TYPE OF INSURANGE INSF WVD POLICY NUMBER POLICY E£F IMMIDD(YYYY) O / EXP (MM/DD/YYYY) LIMITS GENERAL 1 /ABILITY EACH OCCURRENCE 5 1,000, 000 PREMISES Te occunenca S 1, 000, 000 A COMMERCIAL GENERAL LIABILITY CLAIMS -MADE D OCCUR X General Liab 11 El 46 BRIM ID6280 06/12/2013 06/12/2014 MED EXP (Any one person) S 10,000 &ADV INJURY 11 000 000 _PERSONAL GENERAL AGGREGATE s2,000,000 GE 'L AGGREGATE LIMIT �P�PPLIIEIS POLICY � PRD X PER: LOG PRODUCTS - COMP /OP AGG S 2,000, 000 $ AUTOMOBILE GAIILITY COMBINED SINGLE LIMIT (Ea accident) S BODILY INJURY (Per pereonl S ANY AUTO ALL OS SCHEDULED AUTOS AUTOS HIRED AUTOS AU 0' — AUTOS ❑ BODILY INJURY (Per eccidentl b PROPERTY DAMAGE (Per accident) S 5 UMBRELLA LIAR OCCUR EACH OCCURRENCE S AGGREGATE S EXCESS LIAR CLAIMS -MADE DE I RETENTION S 5 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETORRMRTNER /EXECUTIVE❑ OFFICER/MEMBER EXCLUDED? (Mandatory It NHI N/A ❑ TORY L {� ,j, OTH E.L. E CIDENT 9 E. EA ' - EA it PLOYE '–" If yes, describe under DESCRIPTION OF OPERATIONS below .. DISE E- 0 LI S B PTOfeSSional Liab D . SPI01341OF 06/26/2013 0 1 T ,0 1,000,000 7�/g DESCRIPTION OF OPERAT IONS /LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, d umde seece is raquiretl) Those usual to the Insured's Operations. 100, a CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED - BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE City Of Santa Aria DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS, AUTHORIZED REPRESENTATIVE 20 CIVIC CENTER PLZ SANTA ANA, CA 92701 P 1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 26 (2010105) The ACORD name and logo are registered marks of ACORD 12!19/2613 14:18 1760,1163326 ALM ILIAE- CENTER 46 PAGE 02/60 EVIDENCE OF INSURANCE - STATE OF CALIFORNIA J FARM F R 5 Nomeal PONcynumbor 97 169897765 2325L,D1 CG D CANYON 911divadala: 10.12�nol.% zags s PALM r.ANYnN r>R PALM SPRINGS CA 92264 -9336 Nllirari0a data: 04- 12.2014 NAIC nrnhor: 21 687 MIO�CEN'I'NRY INSURANCE COMPANY, LOS ANGELES, CAL IPORNtA ,anamborhedCtdr£ornia l.nsumn in cumpli,tnce veich I:hC California 1- 1nanchd Rosponrtib'dlty Act, cubhes chat it has issued a pr)liey in an wilounr not leas than that t' quinxi by the (1ilifooria finaneio-d Roaponsihility Taw Fox ehe described motor. vehideo). *'Ide dmarPaare Nps m d (rimer 2007 GMC ?RUCK YUKON 4 DOOR 02 '1nKFC13147RI29302 CIMMOTTM n 14011TnTY 2U -12 BMW 335 t 4D 2WD SA W13A,1A9G57C14P353 22 CIIAUO^T1: 0 wMITY AScnt name! MATTHEW TGIIRAN.i P1101%, 110; (949) 553 ^0813 25.4400 8.17. Romp lNia eartihrato in jour veN& At all tluraa, DMV REGIStRAT10N COPY Ah4004$2 12/19,2013 14:101 L'IGN1S3320 AIM MAIL CENrER 45 PAGE 04/08 AZ-,A& FARM E RS� NAMED INSURIDit Polky Idiffirit Wall 02 CHARLOTTE 0 WHITNEY 2825 S PAIM CANYON OR •........ • 1,01,10 N UMBER. 14989-77-65 This is not a bill I PALM SPRINGS (A 92264-9336 I 0011 12!0'1 A.M. On 10-12.2013 f IVIr 11fti, All, tile amewo 4i'e 11"t i i,ch. d.Wad will Nl molied mile'st6y i &XIA'011110h: 12t01 A.M. on 04.12-2014 YOUR AGENT. .... ............. ... MATIHWEHRAIN .......... —ig lotkt R j2es 0 7,7 fmailz notelvan0fartnemagantcom vmunuceuntnnanienr a ZIP 8mc TRIJU:;, YUKON 4 DOOR 4X2 SE RTYSCik Page Campreiii Additional Equipment Uninsured Mof Prq1'Doffl"qd*,,� Uninsured Mot Prop Damage -vii/ RATED SINGLE 2012 - 335 141) 2WD SA *SeD 1pformation or Additional rres on the rovelw 56-5797 ISTRIT1011 2,13 (57)7171 t(ontlaued in thartivano side) 115l -I a 1 1 9 7 12!113/201.3 14:1f4 17G@4163320 YOUR DEDUCTIBLES AND LIMITS BY VEHICLE , Camprdlsoissive $ 1,000 Collision $.;1,000'` , AddlUoaal Egaiipmpat n I,OOD for any coverage Ifmit not steown, sod aaaptohlO endorsamenl. AIM MAIL CEN-TER 46 PAGE 05/013 CA044 ' IST LIMITED COVERAGE IN MEXICO 12 CA004 _PD , --0 10 AMENDING DEFiNiT10NS ,.PARTV.L1ARRITY fAD96A IST END EXCLCOVERAGF, FOR FENSONALVENfCtESHARING 1,2 fA098A IST << . ENBp$ 9DYtEf11AMENI )INGTFRMINATfiPIICbNDiF10NS = = , - 1'2. - H1157 IST ADDING PROPERTY DAMAGE TO TIM CVG . 12 Hit; `. IST r' SAFETY GLASS OEbUCTIBIERtJYRACX.i.COVERAGEE .., 1,2''. 2S0531 1012 CAd}FORtI A t10310E OF INFOR ALT1.6N PR,iCHCES ),2 16934= LST' ° ° k0.S4 PA'YAD€F @ROVySlONS ENO0R50ACNT WASE CONTACT YOUR FARMERS AGENT FOR A FREE FARMERS FRIENDLY REVIEW TO ENSURE THATYONR FAMILY IS PROPF..RLY FROTECIGD AND THAT YOU ARE RECEIVING ALL OFTUEDISCOUNTS /CRETUTS CDVERAGESANpPAfXAGEP0I .ICIESAVAlIAOIE. SEE ITALt ON17NE GO TO FARWRS.COM OR CONTACFYOOR FARMERS AGENTAND'GO PAPERLESS' WITH ELECTRONIC OOCUMRII DELIVERY TO YOUR EMAILADORESS, VEHICLE 1,2 � THE STATEANTI FRAUD FEE IS S 0.9E VEUICtE1,7 • COVERAGE FOR 111157 IS C-2 VEHICLE 1,2 - BED, REDUCED 10$100 FOR GLASS LOSS The "Fee, stated in the "Premium /Fees' box to the front apply on a per - policy, not on account hosis. The following additional fees also apply: A. Installment Service Charge per Installation (ln t0nsfdermion of Our agreement to RROw you to pay in Installments): -For Monthly Recurring Electronic Funds Transfer (EFT) and fully enrolled online hilling (Imperless): S 0.00 pet a amid for other Monthly EFT plans: S 2.00 per account For all other payment plans; S 5.00 per mmum 1 1 1 his account Is far more Ilion one policy, changes in these fees are not effedtve until the revised fee Information N provided for each policy, B. Late Fee:SIDAO pet accoual C. Refdrued Payment Charge: 525,00 per thedc, electronic Uansadlan, or other remittance which is nor honored by your Ihmntial institution for any reason inducting hill 1101 limited to insufficient funds at a closed account 0. Reinstatement Fee; $16.40 (applied per vehicle, 20% discount will apply for Good Drivers) One or more of the `fees or charges described above may lie deemed a pod of premium under applicable stole Inw, 5LS777 ISTfamaN 7.13 (5797122 �Cauni`(e�rlsignnjum � -V 12/19/2013 14:10 "L 76047.63320 Ii1 NAMED INSURED: CHARLOTTE D WHITNEY 2925 S PAU6 (ANYON OR PALM SPRINGS fA9226 -9336 AIM MAIL. CENTER 46 PAGE 06108 nev & FARM E RS Palley EdlUon Number: 02 POLICT NUMBER: 169 s 9 � 77.6 a MONO'. 12:01 A.M. on 10. 12.2013 EXPIM90M 12,01 A.M. on 04.12.2014 SAFE DRIYlNG S4SA�A IM tmnnu in in n�nne„i le S4SA�A IM tmnnu in in n�nne„i Ifl 72!19/2013 14:18 'L7604163320 .AIM MAIL CENTER 46 PAGE 07/08 RATING INFORMATION L. RmedDrNer(s) - •.�v6h Ole 1 CNARLUTEDWNlfN[Y veh� -la 2 CHAR1.01TEDWHRNEY .._ __..... A Excas volilds No Systam Scare [ortew Annual Mlleup 15000 15000 " AnnualMNeogo 17709 13000 Years of DriOng Npotience 49.53 N/A gender FEMAU: term length 6 Months_ S Months Rating Polnls ciial(ons/Acc(denls: Minor 0 p ° Car ° DIPp 27 09 UM Con elfensiva z 6 -- OTHER INFORMATION 1211':1/ 2013 14:13 17604163320 AIM MAIL., CENTER 46 /' /� /� PAGE 02/011i FAMES' LOSS PAYABLE PROVISIONS A934 11t 8drlien Subject to the Loss Payable Provisions or any other loss payable endorsement Attached to the policy, payment for loss thereunder is payable a; interest may, appear to the named insured and the Lierdtoider oe Other Interest In the Declarations. Loss Payable Provisions It is agreed that any payment for loss or damage to tic vehicle described in this policy shall be made on the following basis: (1) At our option, loss or damage shall be paid as interest may appear to the policyholder and the lienholder shown in the Declarations, or by repair of the damaged vehicle, (2) Any act or neglect of the policyholder or A person acting, on his behalf shall not void die coverage afforded to the lienholder. (3) Change in title or ownership of the vehicle, or error in its description shall not void coverage afforded to the lienholder. The policy does not covet conversion, embVAernett or secretion of the vehicle by the policyholder or, anyone acting in his behalf while in possession under a contract with the lienholder. A payment may be made to the lienholder which we would not have been obligated to r ake except Eor these terms. In such event, we are entitled to all the rights of the lienholder to the extent of such payment, The lienholder shall do whatever is necessary to secure such rights. No subtogltion sha11 impair the right of the lienholder to tecovcr the full amount of its claim. We reserve the right to cancel this policy at any time as provided by its teens, In case cf cancellation or lapse we will .notify the lienholder. At the address shown in the Dcclarationg. We will give the lienholder advance notice of not less than 10 clays from the effective date of such mrtcellatioa or lapse A% respects his interest. Mailing notice to the loss payee is sufficient to effect cancellation. The Following applies as respects any loss adjusted with the rnortgagec interest only: (1) Any deductible applicable to Comprehensive Coverage shall not exceed $250. (2) Any deductible applicable to Collision Coverage shall not, exceed $250. This endorement is part of your policy. It supersedes and controls anything to the contrary. It. is otherwise subject to all other terms oPthe policy. 43.6994 I5il01 ON 4.12 16994101 12119/2 013 14:18 17604163320 AINI MAIL CENTER 46 PAGE 02/08 WORKERS' COMPENSATION DLC�AR1•LTION I, Qharlotte D. WhitW rL hereby affirm under penalty of petjury, the (Namelride) following declaration: I certify on behalf of StrategioSolutlous that during the term of my (Ofgoni>.atian Namo) contract with the Facilities Fleet and Central Stores .Division, City of Santa Ana, I will not employ any person in any manner so as to become suhiect 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 those provisions. DA'Z'E: Z-2 i %.�-3 WARNING: FAILURE TO SECURE WORKERS' COMPENSATION COVERAGE IS UNLAWFUL, AND SHALL SUBJECT AN EMPLOYER TO CRI)YIINAL PENALTIES AND CIVIL FINES UP TO ONE HUNDRED THOUSAND DOLLARS ($100,000). IN ADDITION TO T14E COST OF COMPENSATION, DAMAGES AS PROVIDED FOR rN SECTION 3706 OF THE LABOR CODE, INTEREST, AND ATTORNEY'S PEES.