HomeMy WebLinkAboutMORELAND & ASSOCIATES - 2004-09-09To: - -
, City Clerk
Contracts Submittal to
City Clerk's Office
1. C PA
1. Name of Contractor: Moreland & Associates, Inc.
2. Purpose of Contract: For Example. Audit Services or Water Quality Testing Huntington Lake — Huntington Central Park
Amendment No. I for Professional Accounting Services
3. Amount of Contract: $40,000
Copy of contract distributed to: The ORIGINAL insurance certificatalwaiver sent to Risk
Management
Initiating Dept
City Treasurer ORIGINAL bonds sent to Treasurer
Narne/hxcemion /
City Attomey's Office
Date: 3I14/05
g:/Attyrnisc/forrns/city clerk contract transmittal.doo
401
AMENDMENT NO. 1 TO AGREEMENT BETWEEN THE
CITY OF HUNTINGTON BEACH AND
MORELAND AND ASSOCIATES, INC.
THIS AMENDMENT is made and entered into by and between the CITY OF
HUNTINGTON BEACH, a California municipal corporation, hereinafter referred to as
"City", and MORELAND AND ASSOCIATES, INC., a California corporation,
hereinafter referred to as "Consultant".
WHEREAS, City and Consultant are parties to that certain agreement, dated
September 9, 2004, entitled "Professional Services Contract Between the City of
Huntington Beach and Moreland and Associates, Inc. for Professional Accounting
Services" which agreement shall hereinafter be referred to as the "Original Agreement,"
and
City and Consultant wish to amend the Term of the Original Agreement,
NOW, THEREFORE, it is agreed by City and Consultant as follows:
EXTENSION OF TERM
The Term of the Original Agreement is hereby extended. The Original
Agreement shall now expire on April 30, 2005, unless sooner terminated as provided
therein.
2. ADDITIONAL, COMPENSATION
Section 4 of the Original Agreement, entitled "Compensation," is hereby
amended to read as follows:
In consideration of the performance of the services described herein, City
agrees to pay Consultant on a time and materials basis at the rates specified in Exhibit "A,"
which is attached hereto and incorporated by reference into this Agreement, a fee,
including all costs and expenses, not to exceed Forty Thousand Dollars ($40,000.00).
REAFFIRMATION
Except as specifically modified herein, all other terns and conditions of the
Original Agreement shall remain in full force and effect.
05agree/amend moreland
IN WITNESS WHEREOF, the parties heretohave caused this Agreement to be
executed by and through their authorized officers on( I' � � � /'7�bQ0�-
MORELAND AND ASSOCIATES, INC., a
California corporation
By:
print name
ITS: (circle one) Chairman/Presiders ice President
AND
By:
L.rMichaolR�;a,Cl
Print name
ITS: (circle arse) Secrets /Chief Financial
Of�i�erlAsst. Secr�tary Treasurer
05agreelamend moreland 2
CITY OF HUNTINGTON BEACH, a
municipal corporation of the State of
Califorriia
Director of Administrative Services
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PROFESSIONAL SERVICE CONTRACTS
m PURCHASING CERTIFICATION
1. Requested by: Robert Sedlak R E C E I V
2. Date: March 10, 2005 MAR 1 0 2005
3. Name of consultant: Moreland Associates City of Hantmgton Bead,
CityAttorney's ofificc
4. Description of work to be performed: Accounting Services
5. Amount of the contract: $20,000.00
6. Are sufficient funds available to fund this contract?' ® Yes, ❑ No
7. Company number and object code where funds are budgeted: 10035202.69365
8. Is this contract generally described on the list of professional service contracts
approved by the City Council? ® Yes, ❑ No
9. Is this contract within $25,000 or 25% (whichever is less) of the amount stated on
the list of professional service contracts approved by the City Council?'
❑ Yes, ❑ No
10. Were (at least) informal written proposals requested of three consultants?
❑ Yes, ❑ No
11. Attach list of consultants from whom proposals were requested (including a
contact telephone number).
12. Attach proposed scope of work.
13. Attach proposed payment schedule.
t
RI HOing/Central
MADRIL, Mart
PurcService
' If the answer to any these questions is "No," the contract will require approval from the City Council.
Documentl 3/10/2005 4:40 PM
Three Consultants that were requested proposals via email
Moreland and Associates
1201 Dove St
Newport Beach, CA 92660
Mindy Jacobs contact
Diehl, Evans and Company
2121 Alton Parkway
Irvine, CA 92606
Nitin Patel
CB1Z
2301 Dupont Drive
Irvine, CA 92612
Carol Jacobs Contact
i
Copeland, Karen
From: Amadril, Rick
Sent: Thursday, February 24, 2005 1:55 PM
To: 5edlak, Robert
Cc: Copeland, Karen; Villella, Dan
Subject: RE: moreland contract
Robert,
After further review of AR 228 there is no mention of how amendments are to be process. However, to be on the safe side
of the law let's do a purchasing certification for the fun of it. Please note on the certification that this is an amendment to an
existing contract dated such and such and requires no selection process.
Thanks
Richard Amadril, Central Service Manager ,
Valuing Our Partnership -Delivering Solutions
City of Huntington Beach
2000 Main St.
Huntington Beach, CA 92648
ramadril@surfcity-hb.org
Phone 714-960-8875
Fax 714-374-1530
-----Original Message -----
From: Sedlak, Robert
Sent: Thursday, February 24, 2005 12:36 PM
To: Amadril, Rick
Cc: Copeland, Karen; Viilella, Dan
Subject: moreland contract
rick,
since this is an extension of an existing contract, do we need the purchasing certificate still?
1
o � Ity Contracts Submittal to
City Clerk's Office
Hunt Brach•
To: .1.
1. Name of Contractor: Moreland and Associates, Inc.
2. Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake -- Huntington Central Park
Professional Accounting Services
3. Amount of Contract: $20,000
Copy of contract distributed to: The ORIGINAL insurance certificate/waiver sent to Risk
Management
Initiating Dept._
City Treasurer _ ORIGINAL bonds sent to Treasurer
CITY CLERK'S OFFICE USE ONLY:
City Attomey's Office
Date: 9/14/04
gJAttymisclformslcity clerk contract transmittal.doc
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
Moreland and Associates, Inc -
FOR
Professional Accounting Services
THIS AGREEMENT ("Agreement") is made and entered into this 6._ day of
/8 4 2 �, by and between the City of Huntington Beach, a municipal
corporation of the State of California, hereinafter referred to as "CITY, and
Moreland and Associates, Inc. a edi fpfhp, C-0f00 QtN
hereinafter referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to
perform professional accounting services :and
Pursuant to documentation on file in the office of the City Clerk, the provisions of
the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of
professional service contracts have been complied with; and
CONSULTANT has been selected to perform these services,
NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows:
I. SCOPE OF SERVICES
CONSULTANT shall provide all services as described in Exhibit "A,"
which is attached hereto and incorporated into this Agreement by this reference. These
services shall sometimes hereinafter be referred to as the "PROJECT."
CONSULTANT hereby designates Mindy Jacobs
who shall
represent it and be its sole contact and agent in all consultations with CITY during the
performance of this Agreement.
agree/fours/profservl0/] 5101-A I
2. CITY STAFF ASSISTANCE
CITY shall assign a staff coordinator to work directly with CONSULTANT
in the performance of this Agreement.
3. TERM; TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of CONSULTANT
are to commence as soon as practicable after the execution of this Agreement by CITY (the
"Commencement Date"). This Agreement shall expire on November 30 2004 , unless
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be
completed no later than November 20, 2004 from the Commencement Date of this
Agreement. These times may be extended with the written permission of CITY. The time
for performance of the tasks identified in Exhibit "A" are generally to be shown in
Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed
to in writing by CITY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY
agrees to pay CONSULTANT on a time and materials basis at the rates specified in
Exhibit 'A" which is attached hereto and incorporated by reference into this Agreement,
a fee, including all costs and expenses, not to exceed
twenty -thousand Dollars ($20,000.00
5. EXTRA WORK
In the event CITY requires additional services not included in Exhibit "A"
or changes in the scope of services described in Exhibit "A," CONSULTANT will
undertake such work only after receiving written authorization from CITY. Additional
agrcc/formslprofsory 10/15101-A 2
compensation for such extra work shall be allowed only if the prior written approval of
CITY is obtained.
6. METHOD OF PAYMENT
CONSULTANT shall be paid pursuant to the terms of Exhibit
7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS
CONSULTANT agrees that title to all materials prepared hereunder,
including, without limitation, all original drawings, designs, reports, both field and office
notices, calculations, computer code, language, data or programs, maps, memoranda,
letters and other documents, shall belong to CITY, and CONSULTANT shall turn these
materials over to CITY upon expiration or termination of this Agreement or upon
PROJECT completion, whichever shall occur first. These materials may be used by CITY
as it sees fit.
S. HOLD HARMLESS
CONSULTANT hereby agrees to protect, defend, indemnify and hold
harmless CITY, its officers, elected or appointed officials, employees, agents and
volunteers from and against any and all claims, damages, losses, expenses, judgments,
demands and defense costs (including, without limitation, costs and fees of litigation of
every nature or liability of any kind or nature) arising out of or in connection with
CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of
this Agreement or its failure to comply with any of its obligations contained in this
Agreement by CONSULTANT, its officers, agents or employees except such loss or
damage which was caused by the sole negligence or willful misconduct of CITY.
CONSULTANT will conduct all defense at its sole cost and expense and CITY shall
agree/forms/profservl0/15101-A 3
approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims
and liability regardless of whether any insurance policies are applicable. The policy limits
do not act as limitation upon the amount of indemnification to be provided by
CONSULTANT.
9. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall obtain and furnish to CITY a professional liability
insurance policy covering the work performed by it hereunder. This policy shall provide
coverage for CONSULTANT's professional liability in an amount not less than One
Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above -
mentioned insurance shall not contain a self -insured retention, "deductible". or any other
similar form of limitation on the required coverage except with the express written consent
of CITY. A claims -made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation
of the scope of work (including subsequent policies purchased as
renewals or replacements).
B. CONSULTANT shall notify CITY of circumstances or incidents
that might give rise to future claims.
CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following PROJECT completion. If insurance is
terminated for any reason, CONSULTANT agrees to purchase an extended reporting
provision of at least two (2) years to report claims arising from work performed in
connection with this Agreement.
agree/forms/profservl 0/15101 -A 4
10. CERTIFICATE OF INSURANCE
Prior to commencing performance of the work hereunder, CONSULTANT
shall furnish to CITY a certificate of insurance subject to approval of the City Attorney
evidencing the foregoing insurance coverage as required by this Agreement; the certificate
shall:
A. provide the name and policy number of each carrier and policy;
B. shall state that the policy is currently in force; and
C. shall promise that such policy shall not be suspended, voided or
canceled by either party, reduced in coverage or in limits except
after thirty (30) days' prior written notice; however, ten (10) days'
prior written notice in the event of cancellation for nonpayment of
premium.
CONSULTANT shall maintain the foregoing insurance coverage in force
until the work under this Agreement is fully completed and accepted by CITY.
The requirement for carrying the foregoing insurance coverage shall not
derogate from CONSULTANT's defense, hold harmless and indemnification obligations as
set forth in this Agreement. CITY or its representative shall at all times have the right to
demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a
prompt and timely manner, the premiums on the insurance hereinabove required.
11. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of
this Agreement as an independent contractor herein and not as an employee of CITY.
CONSULTANT shall secure at its own cost and expense, and be responsible for any and
agme/forms/profserv10/15101-A 5
all payment of all taxes, social security, state disability insurance compensation,
unemployment compensation and other payroll deductions for CONSULTANT and its
officers, agents and employees and all business licenses, if any, in connection with the
PROJECT and/or the services to be performed hereunder.
12. TERMINATION OF AGREEMENT
All work required hereunder shall be performed in a good and workmanlike
manner. CITY may terminate CONSULTANT's services hereunder at any time with or
without cause, and whether or not the PROJECT is fully complete. Any termination of this
Agreement by CITY shall be made in writing, notice of which shall be delivered to
CONSULTANT as provided herein. In the event of termination, all finished and
unfinished documents, exhibits, report, and evidence shall, at the option of CITY, become
its property and shall be promptly delivered to it by CONSULTANT.
13. ASSIGNMENT AND DELEGATION
This Agreement is a personal service contract and the work hereunder shall
not be assigned, delegated or subcontracted by CONSULTANT to any other person or
entity without the prior express written consent of. CITY. If an assignment, delegation or
subcontract is approved, all approved assignees, delegates and subconsultants must satisfy
the insurance requirements as set forth in Sections 9 and 10 hereinabove.
14. COPYRIGHTS/PATENTS
CITY shall own all rights to any patent or copyright on any work, item or
material produced as a result of this Agreement.
agree/forms/profserv10115101-A 6
15. CITY EMPLOYEES AND OFFICIALS
CONSULTANT shall employ no CITY official nor any regular CITY
employee in the work performed pursuant to this Agreement. No officer or employee of
CITY shall have any financial interest in this Agreement in violation of the applicable
provisions of the California Government Code.
16. NOTICES
Any notices, certificates, or other communications hereunder shall be given
either by personal delivery to CONSULTANT's agent (as designated in Section 1
hereinabove) or to CITY as the situation shall warrant, or by enclosing the same in a sealed
envelope, postage prepaid, and depositing the same in the United States Postal Service, to
the addresses specified below. CITY and CONSULTANT may designate different
addresses to which subsequent notices, certificates or other communications will be sent by
notifying the other party via personal delivery, a reputable overnight carrier or U. S.
certified mail -return receipt requested:
TO CITY:
City of Huntington Beach
ATTN: Clay Mafti n
2000 Main Street
Huntington Beach, CA 92648
17. CONSENT
TO CONSULTANT:
_ -Mindy_ Jacobs --
MoPTILMD hko 14S-(W9-r6
) ao i Dpv1=
N9WP01ZT �Ac� �ft q��O
When CITY's consent/approval is required under this Agreement, its
consent/approval for one transaction or event shall not be deemed to be a consent/approval
to any subsequent occurrence of the same or any other transaction or event.
agree/forms/profserd 0115101-A 7
18. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid
unless in writing and duly executed by both parties.
19. SECTION HEADINGS
The titles, captions, section, paragraph and subject headings, and descriptive
phrases at the beginning of the various sections in this Agreement are merely descriptive
and are included solely for convenience of reference only and are not representative of
matters included or excluded from such provisions, and do not interpret, define, limit or
describe, or construe the intent of the parties or affect the construction or interpretation of
any provision of this Agreement.
20. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed
as a whole, according to its fair meaning, and not strictly for or against any of the parties.
If any provision of this Agreement is held by an arbitrator or court of competent
jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate
or affect the remaining covenants and provisions of this Agreement. No covenant or
provision shall be deemed dependent upon any other unless so expressly provided here.
As used in this Agreement, the masculine or neuter gender and singular or plural number
shall be deemed to include the other whenever the context so indicates or requires.
Nothing contained herein shall be construed so as to require the commission of any act
contrary to law, and wherever there is any conflict between any provision contained herein
and any present or future statute, law, ordinance or regulation contrary to which the parties
have no right to contract, then the latter shall prevail, and the provision of this Agreement
agree/forms/profservl0l15101-A 8
which is hereby affected shall be curtailed and limited only to the extent necessary to bring
it within the requirements of the law.
21. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been
prepared and signed in counterparts as duplicate originals, each of which so executed shall,
irrespective of the date of its execution and delivery, be deemed an original. Each
duplicate original shall be deemed an original instrument as against any parry who has
signed it.
22. IMMIGRATION
CONSULTANT shall be responsible for full compliance with the
immigration and naturalization laws of the United States and shall, in particular, comply
with the provisions of the United States Code regarding employment verification.
23. LEGAL SERVICES SUBCONTRACTING PROHIBITED
CONSULTANT and CITY agree that CITY is not liable for payment of any
subcontractor work involving legal services, and that such legal services are expressly
outside the scope of services contemplated hereunder. CONSULTANT understands that
pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive
legal counsel for CITY; and CITY shall not be liable for payment of any legal services
expenses incurred by CONSULTANT.
24. ATTORNEY'S FEES
In the event suit is brought by either parry to construe, interpret and/or
enforce the terms and/or provisions of this Agreement or to secure the performance hereof,
agreeiformslprofscrv10/15/01-A 9
each party shall bear its own attorney's fees, such that the prevailing parry shall not be
entitled to recover its attorney's fees from the non -prevailing parry.
25. SURVIVAL
Terms and conditions of this Agreement, which by their sense and context
survive the expiration or termination of this Agreement, shall so survive.
26. GOVERNING LAW
This Agreement shall be governed and construed in accordance with the
laws of the State of California.
27. ENTIRETY
The parties acknowledge and agree that they are entering into this
Agreement freely and voluntarily following extensive arm's length negotiation, and that
each has had the opportunity to consult with legal counsel prior to executing this
Agreement. The parties also acknowledge and agree that no representations, inducements,
promises, agreements or warranties, oral or otherwise, have been made by that parry or
anyone acting on that parry's behalf, which are not embodied in this Agreement, and that
that party has not executed this Agreement in reliance on any representation, inducement,
promise, agreement, warranty, fact or circumstance not expressly set forth in this
Agreement. This Agreement, and the attached exhibits, contain the entire agreement
between the parties respecting the subject matter of this Agreement, and supercede all prior
understandings and agreements whether oral or in writing between the parties respecting
the subject matter hereof.
agrcc/forms/profsery 10115101-A 10
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by and through their authorized offices the day, month and year first above
written.
CONSULTANT,
/Not'
print name
ITS: (circle one) Chairman reside- ice President
AND
By: r
�-coCP (lo
print name
ITS: (circle one) Secreta / efF' ffcer/Asst.
Secretary — Treasurer V r ,y G[ „�
agree/forms/profservl0/l5/01-A I 1
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of California
Director f A
(Pursuant To HBMC §3.03.100)
APPROVED AS TO FORM:
�. City Attorney
REVIEWED AND APPROVED:
City Administrator
(only for contracts $50, 000.00 and over)
ATTACHMENT A
oreland &,
CERTIFIED PUBLIC ACCOUNTANTS
August 31, 2004
Mr. Robert J. Sedlak
Principal Accountant
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
Dear Mr. Sedlak:
1201 DOVE STREET, SUITE 680
NEWPORT BEACH, CALIFORNIA 92660
(949) 221-002F
570 RANCHEROS DRIVE, SUITE 260
SAN MARCOS, CA 92069
(760) 752-3390
In accordance with your request, we are presenting this proposal to provide temporary
accounting assistance to the City of Huntington Beach. You have indicated you will require
the services of two professional level accountants to assist with bank reconciliations and
fixed assets.
We propose to satisfy your requirements by providing the services of Ms. Karen Storey to
assist with bank reconciliations and Ms. Margaret Ralls to assist with fixed assets. Ms.
Storey is available on a part-time basis starting September 13, 2004 for approximately two
months. Ms. Ralls is available on a full time basis for approximately one month. They both
have considerable experience in governmental accounting. They shall report directly to you
during this assignment. It is understood that the management of the City of Huntington
Beach is responsible for the substantive outcome of the work and, therefore, has a
responsibility to be in a position in fact and appearance to make an informed judgment on the
results of these services.
Ms. Storey and Ms. Ralls will at all times be independent contractors who are covered by our
Workers' Compensation insurance. At any time during the performance of these services,
the City will be able to terminate these services for any reason. We ask that you provide us
with two weeks notice before the services are terminated or a significant change is made in
the level of services. The City may extend these services by our mutual agreement. The fees
for the services of Ms. Storey and Ms. Ralls will be at the rate of $55 per hour each. Our
services will be billed on approximately the first day of the month for the services provided
the prior month.
Mr. Robert J. Sedlak
August 31, 2004
Page 2
Thank you for the opportunity to provide this proposal. Please call if you would like to
discuss our proposal in more detail. Please acknowledge acceptance of our proposal by
signing and returning one copy of this letter for our files.
Very truly yours,
MORELAND & ASSOCIATES, INC.
Mindy Jacobs
Manager, Temporary Personnel Services
MJ:em
ACCEPTANCE BY THE CITY OF HUNTINGTON BEACH
to
Date:
CERTIFIED PUBLIC ACCOUNTANTS
August 31, 2004
Mr. Robert J. Sedlak
Principal Accountant
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
Dear Mr. Sedlak:
1201 DOVE STREET, SUITE 680
/� NEWPORT BEACH, CALIFORNIA 92660
(949) 221-0025-
570 RANCHEROS DRIVE, SUITE 260
SAN MARCOS, CA 92069
(760)752-3390
In accordance with your request, we are presenting this proposal to provide temporary
accounting assistance to the City of Huntington Beach. You have indicated you will require
the services of two professional level accountants to assist with bank reconciliations and
fixed assets.
We propose to satisfy your requirements by providing the services of Ms. Karen Storey to
assist with bank reconciliations and Ms. Margaret Ralls to assist with fixed assets. Ms.
Storey is available on a part-time basis starting September 13, 2004 for approximately two
months. Ms. Ralls is available on a full time basis for approximately one month. They both
have considerable experience in governmental accounting. They shall report directly to you
during this assignment. It is understood that the management of the City of Huntington
Beach is responsible for the substantive outcome of the work and, therefore, has a
responsibility to be in a position in fact and appearance to make an informed judgment on the
results of these services.
Ms. Storey and Ms. Ralls will at all times be independent contractors who are covered by our
Workers' Compensation insurance. At any time during the performance of these services,
the City will be able to terminate these services for any reason. We ask that you provide us
with two weeks notice before the services are terminated or a significant change is made in
the level of services. The City may extend these services by our mutual agreement. The fees
for the services of Ms. Storey and Ms. Ralls will be at the rate of $55 per hour each. Our
services will be billed on approximately the first day of the month for the services provided
the prior month.
Mr. Robert J. Sedlak
August 31, 2004
Page 2
Thank you for the opportunity to provide this proposal. Please call if you would like to
discuss our proposal in more detail. Please acknowledge acceptance of our proposal by
signing and returning one copy of this letter for our files.
Very truly yours,
MORELAND & ASSOCIATES, INC.
Mindy Jacobs
Manager, Temporary Personnel Services
MJ: em
ACCEPTANCE BY THE CITY OF HUNTINGTON BEACH
By:
Date:
AG"UN'�V,� �;�H 1r41p11 r...�Ut LAtstLi t ir�Maur��a��,�_�o�
ACORID 25S [7Y9Yj AOORD WR>PO ATiON ll e�—
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SEP-03-2004 10:30
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PH7T,IP B . ROBINSON INSURANCE
.2081 BUSINESS CENTER DR. �# 200
T'i{IS GEti'ti1P1CATE IS )t�171 AS A 1NA'rT'ER QF IIVFOR TlOH
GN6Y AMt) >rn��t;s ...a �rar�sa UPON T'titE cERn c�� ,
a�teR THE t�Y�R�A[iECAFFI7RQ�D NOT
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il�.5i]RERS AFt�iD1N6 DOYEA/ltfl�
TRVXNE, CA 92612 949�47�€9300
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I�sur�EA kAMERI�L'AN STATES INSIiFAN'CE CO
IrusuReAB:PSILt`�ELPHIA INDEMNITY INS C r,
MORELAND ;Sc ASSOCIATES
12 0 �. DOVE ST �# 680
tasuneA e: _
NEWPORT REACH, CA
Policy Number: 02S 0769819 Commercial G=ral Liability
THIS $NDDRS'EMENT C "NGES TOE POLICY- PLEASE READ IT CAIM'ULLY.
ADDITIONAL INSUMD - OWNERS, LESSEES OR
COMACTORS (FORM B)
This endorsecmmt modifies insurance provided under the following:
C.OINIMBRCIAL OBNE- AL LSABIUTY COVERAGE PjMT.
Schedule
Name a f Person or Organization:
THE CITY OF RMUINGTON BEACH, ITS AGENTS, 0FFICERS, AND EMPLOYEES
(If no entry appears above, the information rnquirea to complace this endorsecmam will b. ,lio wn in the
declarations as applicable to this andorsement,)
WHO IS AN INSURED (Section Il) is amended to include as an insured the person or organization shown
in the schedule, but ordy with respect to 1'iability arising out of "your work , for that insured by or for you.
CG 20 10 1185
Copyrighr, Insurance Scrvims Office, Inc,, 1994
ZO 39dd NDSNIEOH NbINE 8EV0VLVGVG
SEP--03-2004 10: 3D
Su 1 PROFESSIONAL SERVICE CONTRACTS
,,,,non ���m PURCHASING CERTIFICATION
1. Requested by: Robert Sedlak f5-f 67 .a
L ! ��
2. Date: September 2, 2004
3. Name of consultant: Moreland and Associates
4. Description of work to be performed: Accounting Services
5. Amount of the contract: $fi.37" ai Or .0
6. Are sufficient funds available to fund this contract?' ® Yes, ❑ No
7. Company number and object code where funds are budgeted: 50643002.
B. Is this contract generally described on the list of professional service contracts
approved by the City Council? ® Yes, ❑ No
9. Is this contract within $25,000 or 25% (whichever is less) of.the amount stated on
the list of professional service contracts approved by the City Council?'
❑ Yes, ❑ No
10. Were (at least) informal written proposals requested of three consultants?
® Yes, ❑ No
11. Attach list of consultants from whom proposals were requested (including a
contact telephone number).
12. Attach proposed scope of work.
13. Attach proposed payment schedule.
RI ARD A A RIL, Manager
Purchasing/Central Services
' If the answer to any these questions is "No," the contract will require approval from the City Council.
Documentl 9/2/2004 11:01 AM
Three Consultants that were requested proposals via email
Moreland and Associates
1201 Dove St
Newport Beach, CA 92660
Mindy Jacobs contact
Diehl, Evans and Company
2121 Alton Parkway
Irvine, CA 92606
Nitin Patel
CBIZ
2301 Dupont Drive
Irvine, CA 92612
Carol Jacobs Contact