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HomeMy WebLinkAboutAGMT - Total Compensation Systems, Inc. (Professional Services Agreement) PROFESSIONAL SERVICES AGREEMENT Between • C) SEAL B\ *% • •OS %, =";0•4 , 10 .116:‹1":,..9 27 10,i=\tc 1 '\ 0UNI:N�== City of Seal Beach 211 - 8th Street Seal Beach, CA 90740 Total Compensation Systems, Inc. 5655 Lindero Canyon Rd., Suite 223 (805) 496-1700 This Professional Service Agreement ("the Agreement") is made as of March 15, 2014 (the "Effective Date"), by and between Total Compensation Systems, Inc. ("Consultant"), a California corporation, and the City of Seal Beach ("City"), a California charter city, (collectively, "the Parties"). S7296-0001\1236808v1.doc RECITALS A. City desires certain professional services. B. Consultant represents that it is qualified and able to provide City with such services. NOW THEREFORE, in consideration of the Parties' performance of the promises, covenants, and conditions stated herein, the Parties hereto agree as follows. AGREEMENT 1.0 Scope of Services 1.1. Consultant shall provide those services ("Services") set forth in the attached Exhibit A, which is hereby incorporated by this reference. To the extent that there is any conflict between Exhibit A and this Agreement, this Agreement shall control. 1.2. Consultant shall perform all Services under this Agreement in accordance with the standard of care generally exercised by like professionals under similar circumstances and in a manner reasonably satisfactory to City. 1.3. In performing this Agreement, Consultant shall comply with all applicable provisions of federal, state, and local law. 1.4. Consultant will not be compensated for any work performed not specified in the Scope of Services unless the City authorizes such work in advance and in writing. The City Manger may authorize extra work to fund unforeseen conditions up to the amount approved at the time of award by the City Council. Payment for additional work in excess of this amount requires prior City Council authorization. 2.0 Term This term of this Agreement shall commence as of the Effective Date and shall continue for a term of one year unless previously terminated as provided by this Agreement. 3.0 Consultant's Compensation City will pay Consultant in accordance with the hourly rates shown on the fee schedule set forth in Exhibit A for Services but in no event will the City pay more than $3,200. Any additional work authorized by the City pursuant to Section 1.4 will be compensated in accordance with the fee schedule set forth in Exhibit A. 2 of 9 87296-0001\1236808v1.doc 4.0 Method of Payment 4.1. Consultant shall submit to City monthly invoices for all services rendered pursuant to this Agreement. Such invoices shall be submitted within 15 days of the end of the month during which the services were rendered and shall describe in detail the services rendered during the period, the days worked, number of hours worked, the hourly rates charged, and the services performed for each day in the period. City will pay Consultant within 30 days of receiving Consultant's invoice. City will not withhold any applicable federal or state payroll and other required taxes, or other authorized deductions from payments made to Consultant. 4.2. Upon 24-hour notice from City, Consultant shall allow City or City's agents or representatives to inspect at Consultant's offices during reasonable business hours all records, invoices, time cards, cost control sheets and other records maintained by Consultant in connection with this Agreement. City's rights under this Section 4.2 shall survive for two years following the termination of this Agreement. 5.0 Termination 5.1. This Agreement may be terminated by City, without cause, or by Consultant based on reasonable cause, upon giving the other party written notice thereof not less than 30 days prior to the date of termination. 5.2. This Agreement may be terminated by City upon 10 days' notice to Consultant if Consultant fails to provide satisfactory evidence of renewal or replacement of comprehensive general liability insurance as required by this Agreement at least 20 days before the expiration date of the previous policy. 6.0 Party Representatives 6.1. The City Manager is the City's representative for purposes of this Agreement. 6.2. Geoffrey L. Kischuk is the Consultant's primary representative for purposes of this Agreement. 7.0 Notices 7.1. All notices permitted or required under this Agreement shall be deemed made when personally delivered or when mailed 48 hours after deposit in the United States Mail, first class postage prepaid and addressed to the party at the following addresses: 3 of 9 S7296-0001\1 236808v 1.d oc To City: City of Seal Beach 211-8th Street Seal Beach, California 90740 Attn: City Manager To Consultant: Total Compensation Systems, Inc. 5655 Lindero Canyon Road, Suite 223 Westlake Village, CA 91362 Attn: Geoffrey L. Kischuk 7.2. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 8.0 Independent Contractor 8.1. Consultant is an independent contractor and not an employee of the City. All services provided pursuant to this Agreement shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the services. Any additional personnel performing services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 8.2. Consultant shall indemnify and hold harmless City and its elected officials, officers, employees, servants, designated volunteers, and agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from Consultant's personnel practices. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this Section. 9.0 Subcontractors No portion of this Agreement shall be subcontracted without the prior written approval of the City. Consultant is fully responsible to City for the performance of any and all subcontractors. 4 of 9 S7296-0001\1236808v1.doc 10.0 Assignment Consultant shall not assign or transfer any interest in this Agreement whether by assignment or novation, without the prior written consent of City. Any purported assignment without such consent shall be void and without effect. 11.0 Insurance 11.1. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that Consultant has secured all • insurance required under this Section. Consultant shall furnish City with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to the City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the City if requested. All certificates and endorsements shall be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. 11.2. Consultant shall, at its expense, procure and maintain for the duration of the Agreement, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of this Agreement. Insurance is to be placed with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in California, and satisfactory to the City. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and, if required by the City, (3) Professional Liability. Consultant shall maintain limits no less than: (1) General Liability: $2,000,000 per occurrence for bodily injury, personal injury and property damage and if Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Professional Liability: $1,000,000 per claim/aggregate. 11.3. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by the City to state: (1) coverage shall not be suspended, voided, reduced or canceled except after 30 days prior written notice by certified mail, return receipt requested, has been given to the City; (2) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the City, its directors, officials, officers, (3) coverage shall be primary insurance as respects the City, its directors, officials, officers, 5 of 9 S7296-0001\1236808v 1.doc employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage and that any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it; (4) for general liability insurance, that the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the services or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work; and (5) for automobile liability, that the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible. 11.4. All insurance required by this Section shall contain standard separation of insureds provisions and shall not contain any special limitations on the scope of protection afforded to the City, its directors, officials, officers, employees, agents, and volunteers. 11.5. Any deductibles or self-insured retentions shall be declared to and approved by the City. Consultant guarantees that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its directors, officials, officers, employees, agents, and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. 12.0 Indemnification, Hold Harmless, and Duty to Defend Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, volunteers and agents serving as independent contractors in the role of city officials (collectively "Indemnitees") free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any acts or omissions of Consultant, its employees, or its agents in connection with the performance of this Agreement, including without limitation the payment of all consequential damages and attorneys' fees and other related costs and expenses, except for such loss or damage arising from the sole negligence or willful misconduct of the City. With respect to any and all such aforesaid suits, actions, or other legal proceedings of every kind that may be brought or instituted against Indemnitees, Consultant shall defend Indemnitees, at Consultant's own cost, expense, and risk, and shall pay and satisfy any judgment, award, or decree that may be rendered against Indemnitees. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity 6 of 9 S7296-0001\12368081/1.d oc herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its directors, officials, officers, employees, agents or volunteers. All duties of Consultant under this Section shall survive termination of this Agreement. 13.0 Equal Opportunity Consultant affirmatively represents that it is an equal opportunity employer. Consultant shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, sexual orientation, or age. Such non-discrimination includes, but is not limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination. 14.0 Labor Certification By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code that require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 15.0 Entire Agreement This Agreement contains the entire agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both parties. 16.0 Severability The invalidity in whole or in part of any provisions of this Agreement shall not void or affect the validity of the other provisions of this Agreement. 17.0 Governing Law This Agreement shall be governed by and construed in accordance with the laws of the State of California. 18.0 No Third Party Rights No third party shall be deemed to have any rights hereunder against either party as a result of this Agreement. 7 of 9 S7296-0001\1236808v 1.doc 19.0 Waiver No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a party shall give the other party any contractual rights by custom, estoppel, or otherwise. 20.0 Prohibited Interests; Conflict of Interest 20.1. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the Services, or which would conflict in any manner with the performance of the Services. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest, which would conflict in any manner with the performance of the Services. Consultant shall not accept any employment or representation during the term of this Agreement which is or may likely make Consultant "financially interested" (as provided in California Government Code §§1090 and 87100) in any decision made by City on any matter in connection with which Consultant has been retained. 20.2. Consultant further warrants and maintains that it has not employed or retained any person or entity, other than a bona fide employee working exclusively for Consultant, to solicit or obtain this Agreement. Nor has Consultant paid or agreed to pay any person or entity, other than a bona fide employee working exclusively for Consultant, any fee, commission, gift, percentage, or any other consideration contingent upon the execution of this Agreement. Upon any breach or violation of this warranty, City shall have the right, at its sole and absolute discretion, to terminate this Agreement without further liability, or to deduct from any sums payable to Consultant hereunder the full amount or value of any such fee, commission, percentage or gift. 20.3. Consultant warrants and maintains that it has no knowledge that any officer or employee of City has any interest, whether contractual, non- contractual, financial, proprietary, or otherwise, in this transaction or in the business of Consultant, and that if any such interest comes to the knowledge of Consultant at any time during the term of this Agreement, Consultant shall immediately make a complete, written disclosure of such interest to City, even if such interest would not be deemed a prohibited "conflict of interest" under applicable laws as described in this subsection. 21.0 Attorneys' Fees If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from 8 of 9 S7296-0001\1236808v 1.doc ' t the losing party all of its attorneys' fees and other costs incurred in connection therewith. 22.0 Exhibits All exhibits referenced in this Agreement are hereby incorporated into the Agreement as if set forth in full herein. In the event of any material discrepancy between the terms of any exhibit so incorporated and the terms of this Agreement, the terms of this Agreement shall control. 23.0 Corporate Authority The person executing this Agreement on behalf of Consultant warrants that he or she is duly authorized to execute this Agreement on behalf of said Party and that by his or her execution, the Consultant is formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the Parties hereto, through their respective authorized representatives have executed this Agreement as of the date and year first above written. CITY OF SEAL BEACH CONSULTANT BY: _=i ' : t %VI/A By: /tom . . Ingram, City M- !er , Nam-.Ge•ffre L ischuk Attest: Its: President By: l Atb, B Linda Devine, City Clerk Name. eiff - 0 L. Kisc uk Approved as to Form: Its: Secretary By: uinn Barrow, City A -orney 9 of 9 S7296-0001\1236808v1.d oc TC S TSystems,otal Compensation May 31,2013 Vickie Beatley Director of Finance City of Seal Beach 211 8th St Seal Beach,CA 90740-6305 Dear Ms. Beatley, Thank you for your request for a proposal for GASB 45 actuarial valuation services. Total Compensation Systems, Inc. (TCS) has specialized in health actuarial services for California public employers for more than twenty years. During that time, we have performed retiree health valuations for more than 500 public employers. (Our client list is attached). Because we have performed valuations for so many California public employers, we are able to quote a flat,guaranteed fee for comprehensive services. Our fee would be$3,600.This fee does not include any on-site meetings. Any required meetings would be billed at an additional fee of$1,600,which includes all travel and meeting preparation expenses. Meetings are rarely needed to conduct the valuation,but some employers choose to have a meeting for a Council presentation or a presentation to employee groups. Our comprehensive valuation would include the following items. a A ten year projection of the cash outlay to pay for retiree health benefits. a An estimate of the "normal cost" - i.e. the value of retiree health benefits earned by active employees in the current year. a An estimate of the actuarial accrued liability (AAL) i.e. the cumulative value of earned benefits for both active employees and retirees. a Payments that would be required to amortize the unfunded AAL. a A discussion of actuarial methods and assumptions. a Appendices to assist the employer in complying with applicable GASB accounting standards(i.e.GASB 43 and/or 45). a Other information including a glossary,demographic summary,etc. a Cost and liability estimates would be separated between active employees and current retirees where applicable. a Cost and liability estimates would be separated between up to three employee classifications. To begin a study, we would need several things. First, we would need a description of benefit 5699 Kanan Road, Suite 316,Agoura Hills, CA 91301 • (805)496-1700 • FAX(818)707-7325 eligibility which can be provided via relevant sections of bargaining agreements or Council policy. Second, we would need information about the cost of retiree benefits. We would also need the balance of any reserve funds held explicitly for retiree health benefits,along with the"as of"date for the balance. As far as demographic information, attached are data elements that are typically required to complete a study.We prefer data on CD-ROM or E-mail. Please let me know if you have any questions about the above or about retiree health benefits, in general. Sincerely, 1111? 11110) Geoffrey L.Kischuk,FSA,FCA,MAAA Consultant Total Compensation Systems,Inc. 5699 Kanan Road,#316 Agoura Hills,CA 91301 (805)496-1700 totcomp @aol.com encl. Valuation Data Checklist The following data is needed to conduct the valuation of retiree health benefits. General Information: We prefer to receive any documents in an electronic format, such as PDF's ❑ Benefit Description,including retiree health eligibility rules,extent of employer contribution and duration of coverage(typically found in collective bargaining agreements, board policies,etc.) ❑ The balance and"as of" date for any funds held explicitly for retiree health benefits in an irrevocable trust ❑ OPEB Notes section from most recent available audit report Demographic Information: We prefer to receive data via email in a standard digital format(e.g., Excel, ASCII Text,DBF,Access, etc.) Our email address is totcomp @aol.corn. Please ensure that Active and Retiree data have the same "as of"date: Active Employees: ❑ SSN,ID#or other unique identifying information ❑ DOB—date of birth ❑ Sex ❑ DOH—date of hire ❑ %of FTE Indicator ❑ Employee classification/bargaining unit ❑ Current rate of regular pay used to generate pension credits ❑ Frequency of above pay rate: e.g.,hourly, monthly,annual,etc. Retired Employees: ❑ Include only record for retirees who receive medical/dental benefits indicating which benefit(s)each retiree has ❑ SSN,ID#or other unique identifying information ❑ DOB—date of birth ❑ Sex ❑ Retirement Date,if available ❑ Employee classification/bargaining unit ❑ District Contribution for retiree health benefits or enrollment plan,if available. TCS Actuarial Clients Following is a list of California public employers for which we have performed retiree health valuation services. ABC Unified School District Bonny Doon Union Elementary School District Acalanes Union High School District Brawley Elementary School District Adelanto Elementary School District Burbank Unified School District Albany Unified School District Burnt Ranch Elementary School District Alisal Union School District Butte Valley Unified School District Allan Hancock Joint Community College District Butte-Glenn Community College District Alpine County Office of Education Cabrillo College Foundation Alpine County Unified School District Cabrillo Community College District Alta Loma School District Cachuma Operations&Maintenance Board Alum Rock Union Elementary School District Calexico Unified School District Alvord Unified School District Calistoga Joint Unified School District Amador County Office of Education Camarillo Health Care District Amador Unified School District Capistrano Unified School District Amador Water Agency Carmichael Water District American River Flood Control District Carpinteria Sanitary District Anaheim Union High School District Cascade Union Elementary School District Anderson Union High School District Castaic Union School District Antelope Valley College Castro Valley Unified School District Antelope Valley-East Kern Water Agency Castroville Community Services District Apple Valley Unified School District Central Elementary School District Aptos-La Selva Fire Protection District Central Union School District(Kings) Arcadia Unified School District Ceres Unified School District Arcata Elementary School District Cerritos Community College District Arcohe Union School District Chabot-Las Positas Community College District Armona Union Elementary School District Chaffey Community College District Associated Students of San Jose State University Charter Oak Unified School District Auburn Union Elementary School District Chatom Union School District Azusa Unified School District Chino Valley Unified School District Baldy View Regional Occupation Program Chualar Union School District Banning Unified School District Cinnabar Elementary School District Banta Elementary School District Citrus Community College District Barstow Community College District City College of San Francisco Bookstore Bassett Unified School District City of Adelanto Bay Area Rapid Transit City of Arcadia Beach Cities Health District City of Arcata Bear Valley Unified School District City of Bell Beaumont-Cherry Valley Recreation and Park District City of Bellflower Bella Vista Elementary School District City of Buena Park Belmont Redwood Shores School District City of Chino Hills Berkeley Unified School District City of Colton Big Bear City Community Services District City of Downey Blue Lake Union School District City of Elk Grove City of Emeryville Coastline Regional Occupational Program City Of Eureka Colfax Elementary School District City of Folsom College of Marin City of Garden Grove College of the Desert City of Glendora College of the Redwoods City of Hawthorne College of the Sequoias City of Imperial Beach College of the Siskiyous City of Industry Colton Joint Unified School District City of Ione Columbia Elementary School District City of Irwindale Compton Community College District City of La Canada Flintridge Compton Creek Mosquito Abatement District City of La Palma Conejo Valley Unified School District City of La Puente Contra Costa Community College District City of Lake Forest Contra Costa County Office of Education City of Lakeport Contra Costa SELPA City of Lawndale Corcoran Joint Unified School District City of Loma Linda Corning Union Elementary School District City of Los Alamitos Corona-Norco Unified School District City of Los Banos Cottonwood Elementary School District City of Malibu County of San Benito City of Menifee Cucamonga School District City Of Modesto Cuesta College City of Monrovia Culver City Unified School District City of Morro Bay Cupertino Unified School District City of Norwalk Cutten Elementary School District City of Palm Springs Cypress School District City of Palos Verdes Estates Davis Joint Unified School District City of Porterville Del Norte County Office of Education City of Red Bluff Del Norte County Unified School District City of Rialto Del Paso Manor Water District City of Rolling Hills Delano Union School District City of San Clemente Denair Unified School District City of San Pablo Desert Health Care District City of Scotts Valley Desert Sands Unified School District City of Signal Hill Diocese of San Bernardino City of Simi Valley--General Unit Dixon Unified School District City of Simi Valley--Non-sworn Management Dos Palos Oro Loma Joint Unified School District City of Simi Valley--Sworn Duarte Unified School District City of Simi Valley--Sworn Management Ducor Union Elementary School District City of Solvang Durham Unified School District City of Sparks East Whittier City School District City of Tustin EastSide Union High School District Claremont Unified School District Eastside Union School District Cloverdale Unified School District Eden Area Regional Occupation Program Clovis Unified School District El Camino Community College District Coachella Valley Unified School District El Dorado County Transportation Commission Coalinga Huron Joint Unified School District El Dorado Hills Community Services District Coast Community College District El Dorado Union High School District El Rancho Unified School District Hemet Unified School District El Segundo Unified School District Hillsborough City School District Elk Grove Benefit Employee Retirement Trust Hope Elementary School District Elk Grove Unified School District Housing Authority City of San Buenaventura Emery Unified School District Hughson Unified School District Enterprise Elementary School District Humboldt Bay Harbor Recreation and Conservation District Escalon Unified School District Humboldt County Office of Education Etiwanda School District Humboldt State University Center 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School District Moreland School District Lemoore Union High School District Morongo Unified School District Lewiston Elementary School District Mosquito&Vector Management of Santa Barbara County Liberty Union High School District Mount Pleasant Elementary School District Lincoln Unified School District Mount San Antonio Community College District Linden Unified School District Mount San Antonio Community College District Auxiliary Live Oak School District Mount San Jacinto Community College District Live Oak Unified School District Mount Shasta Union School District Livermore/Amador Valley Transit Authority Mountain Valley Unified School District Long Beach City College Mountain View Elementary School District Loomis Union School District Mountain View Los Altos Union High School District Los Alamitos Unified School District Mt.Diablo Unified School District Los Angeles County Law Library Muroc Joint Unified School District Los Angeles County West Vector & Vector-Borne Disease Murrieta 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School District San Jose Evergreen Community College District Portola Valley School District San Juan Unified School District PSA2 Area Agency on Aging San Lorenzo Valley Unified School District Rancho Santiago Community College District San Luis Coastal Unified School District Reclamation District No. 1000 San Luis Obispo County Superintendent Redding Elementary School District San Mateo County Community College District Redlands Unified School District San Mateo County Office of Education Reef-Sunset Unified School District San Mateo-Foster City School District Rialto Unified School District Santa Ana Unified School District Richfield Elementary School District Santa Barbara Community College District Rim of the World Unified School District Santa Clarita Community College District Rincon Valley Union School District Santa Cruz City School District Rio Dell Elementary School District Santa Cruz County Office of Education Rio Hondo Community College District Santa Cruz Metropolitan 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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(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 endorsement(s). PRODUCER CONTACT NAME. GROSSLIGHT INSURANCE INC/PHS PHONE ac,No,Eat: (866) 467-8730 (.v,No): (888) 443-6112 250765 P: (866) 467-8730 F: (888) 443-6112 ADDRIESS: PO BOX 33015 INSURER(S)AFFORDING COVERAGE NAIC# SAN ANTONIO TX 78265 INSURER A: Sentinel Ins Co LTD 11000 INSURED INSURER B INSURER C: TOTAL COMPENSATION SYSTEMS INSURERD 5655 LINDERO CANYON RD STE 223 INSURERE THOUSAND OAKS CA 91362 INSURERF 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. I:NSR TYPE OF INSURANCE ADDL SUBR POLICY EFF LTR POLICY NUMBER AIM/DD/YYY POLICY EXP /N'SR WVD ( h (MM/DD/YYYr) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2, 000, 000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED $1, 000, 000 PREMISES(Ea occurrence)_ A X General Liab 72 SBA CK3339 03/01/2019 03/01/2015 MED EXP(Any one person) $10, 000 PERSONAL&ADV INJURY 52, 000, 000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4, 000, 000 POLICY PRO- f X l LOC 54, 000, 000 JECT PRODUCTS-COMP/OP AGG OTHER: 5 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT ANY AUTO (Ea accident) $2, 000, 000 BODILY INJURY(Per person) $ A ALL OWNED SCHEDULED 72 SBA CK3339 03/01/2014 03/01/2015 BODILY INJURY(Per accident) $ AUTOS AUTOS X HIRED AUTOS X NON-OWNED PROPERTY DAMAGE AUTOS (Per accident) 5 UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS'LIABILITY PER OTH- STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE If yes,describe under _ DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Those usual to the Insured' s Operations . CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City Seal Beach AUTHORIZED REPRESENTATIVE 211 8TH ST -;7 SEAL BEACH, CA 90740 ©1988-2014 ACORD CORPORATION.All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD A`ORL® CERTIFICATE OF LIABILITY INSURANCE 04/02/2014Y�) 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(ies)must be endorsed. If SUBROGATION is WAIVED,subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT PAYCHEX INSURANCE AGENCY INC PHONE 150 SAWGRASS DR (A/C,No,Ext):(877)362-6785 I (A/C FAX ROCHESTER, NY 14620 E-MAIL ,No): (877)677-0447 (877)362-6785 ADDRESS:paychex @travelers.com PRODUCER CUSTOMER ID#: 5207 E6128 SV996 70A INSURED INSURER(S)AFFORDING COVERAGE NAIC It TOTAL COMPENSATION SYSTEMS INC INSURER A:TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA 5655 LINDERO CANYON#223 INSURER B: THOUSAND OAKS,CA 91362 INSURER C: INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 829193513251290 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED ENAMI DNABOVE BFOR 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. tINSR ADDL LTR TYPE OF INSURANCE SUBR POLICY EFF POLICY EXP INSR WVD POLICY NUMBER (MM/DD/YYYY GENERAL LIABIITY ) (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIMS-MADE DAMAGE TO RENTED (OCCUR PREMISES(Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY —PRO- JECT LOC PRODUCTS-COMP/OP AGG $ AUTOMOBILE LIABILITY $ COMBINED SINGLE LIMIT ANY AUTO (Ea accident) $ ALL OWNED AUTOS BODILY INJURY(Per person) $ SCHEDULED AUTOS BODILY INJURY(Per accident) $ HIRED AUTOS PROPERTY DAMAGE NON-OWNED AUTOS (Per accident) $ $ UMBRELLA LIAB OCCUR $ EXCESS LIAB CLAIMS-MADE EACH OCCURRENCE $ DEDUCTIBLE AGGREGATE $ RETENTION $ $ A WORKERS COMPENSATION $ AND EMPLOYERS'LIABILITY Y/N N/A UB-915X686-14 02/01/2014 02/01/2015 WC STATU- OTH- ANY PROPRIETOR/PARTNER/EXECUTIVE '— X I TORY LIMITS I I ER OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L.EACH ACCIDENT $1,000 1,000,000 If yes,describe under E.L.DISEASE-EA EMPLOYEE $1,000,000 SPECIAL PROVISIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(Attach ACORD 101,Additional Remarks Schedule,if more space is required) CERTIFICATE HOLDER CANCELLATION CITY SEAL BEACH 211 -8TH ST SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE SEAL BEACH,CA 90740 EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25(2009/09) ©1988-2009 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD