HomeMy WebLinkAboutUNITED STATES ESCROW, INC. - 1985-08-06 e a
REQUE.0 FOR CITY COUNCOACTION
Date
November 2, 1987
Scbmitted to: Honorable Mayor and City Council Members
Submitted by: PaulCook, Sterim City Administrators . -
Prepared by: Do u as p Belle, Deputy City Administrator/Co;r� . inity Develop- ,
ment �
Subject: FIR ENDMENT TO SERVICE AGP,EEAENi BETWEEN THE CITY 0
e HUNTINGTON BEACH AND UNITED STATES ESCROW, INC. �,LP 0-1
Consistent with Council Policy? Yes [ j New Policy or Exception
Statement of issue, Recommendation,Analysis,Futrdiny Source,Alternative Artions,Attachwents:r
STATEMENT OF ISSUE:
The City of Huntington Beach entered into an Agreement with United States
Escrow (U.s.' . ) on August 6, 1985. to assist -n the Administration of Rental
Rehabil_cation Program Loans. This First Amendment continues this Agreement
for one year and every year thereafter, unless terminated kily either party by
giving a sixty (60) day written notice.
RECOMMENDATION:
Approve the. First Amendment to the Service Agreement between United States
Escrow and the City of Huntington Beach.
ANALYSIS:
Since the inception of the feder311y funded Rental Rehabilit<.tion Program,
United States Escrow has provided the City with a high 4uali_ty of sr;=rvices.
These services cone at no cost to the City and are charged to the individual.
loan. The services include coordinating with Washington J.C. fcr wire trans-
fer of funds into City escrow account. As the construction work progresses,
Un-Lcad States Escrow, upon, proper autnor. zation, releases funds
united States Escrow is .recommended ry the Federal Department of Housing &
Urban Development for providing these services. As a result of staff and
United States Escrow coordination, the City has beerL recognized and rewarded
for outstanding operation of the Rental Rehabilication Program.
FUNDING SOURCE:
Federal Rental Reiabilitation Grant Funds for Fiscal Year 1987-88.
ALTERNATIVE ACTION.
Do not approve the First Amendment to the Ser ice Agreement. y
ATTACHMENTS:
Original Agreement & First Amendment to S�zvice Xtgreement between the City
of Huntington Beach and United States Escrow, Inc.
P7_C/DL)3/EN:;sde
6V D
FIO S/85
�.S adds.
l
CITY OF N4;N:INGTUN BEAfi:k
`"antra City Attorney •;y
RMUEST FAIR LEGAL SERVICES canary city
fink City Administrator
Goldenrod Departmental
HUNnNCTON aEACii
Kate Request 11 do By Department'
10-12-87 Rx is !Nicoll C"oxnntu4x8jZYUeveloPment
INSTRUI-TtONS-file request In*9 Qty Attorney's Office as soon as possible.Print or type facts necessary for City Attorney.Out-
line briefly rea-vais for the request.Attach all information and exhibits pertinent to the subject.
4Tyµe of Legal Service Requested-
( I Ordmair [ ] insurance [ l Other
( ] Resolu jinn { Bonds —
Ixl Contract/Agreement [ 9 Opinion _
Alt exhibits must be attached,or this request aHill be returned to you,
Pq Exhibits Attached
n August of 1985, the city entered intz.) an agreement With United
'States Escrow to administer Federal Department of H.U.D. Rental
Rehabilitation program loans. lt aas .been brought to our attention
by H.U.D. that this contract has lapsed, and therefore, necessary
to execute a first amendatent. The execution of thia amendment will
bring the city into compliance with Federal Regulations.
AGENDA DEADLINE. 10-26--87
COUNCIL VX,ETING
EN:lp r � l � � C 2 '0 7 ,
l
If for Council Action, If not for Cauncil action,des) d aympiet➢on date 3ipnature:
Allandadeadine 1�__;€M26827
i.
?14 12r,0
CRINGE COUNTY HOUSING AUTHORITY
2043 North Broadway a Santa Ana. California 92706 s (714)836-3033
October 1 , 1987
Ms. Alicia M. Wentworth
City Clerk
City cf Huntington Beach
2G00 Main Street
Huntington Beach, CA 92E48
SUBJECT: Memorandum of Understanding (MOIL) between the City of Huntington Beach and
the Orange County Housing Authority for the Rental Rehabilitation Program.
Dear 'Is. Wentworth:
The Orange County Housing Authorit; (OCHA) received your letter of September 11 , 1987
along with the subject MOU for the Rental Rehabilitation Program. Unfortunately, t-Ie
are unable to comply -,pith your request to sign the MOU because OCHA has not received
the Section 8 Housing Voucher funding identified in the document.
Upon receipt of your letter, Linda Nelson, Program Support Manager at OCHA, contacted
the Department of Housing and Urban Development (HUD) to request the status of
Housing Voucher funding for the Rental Rehabilitation Program. The response was
inconclusive. On September 24, 1987, John Hambuch, Housing Manager contacted Eric
Nicoll , Redevelopment Analyst at the City of Huntington Beach to inform you of these
circumstances. Eric than investigated this matter with the Rehabilitation Management
Specialist at HUD assigned to your city.
On September 25, .987, Eric reported to John Hambuch that apparently HUD had given
priority to other localities in providing Voucher funding for the Rental
Rehabilitation Program and Voucher funding to supplement Huntington Beach
rehabilitation ac,."vity could not be expected prior to January, 1988. Urun Eric's
suggestion, we are therefore holding the MOU until funding is received from HUD.
If you wish to discuss this matter or have any questions, please contact me at (714)
836-3002, or John Hambuch, (714) 83E-3057.
Sincerely,
Sandra J. McClymonds
Executive Director
cc: Eric Nicoll
SJM:oH:bg
CITY OF HUNTINGTON
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
September 11, 1967
John Hambuch, Executive Director
Orange County Housing Authority
2043 N. Broadway
Santa Ana, CA 92706
TranSlr.tted herewith is the Memorandum of Understanding between the
City of Huntington Beach and the Orange County Housing Authority for
the Rental Rehabilitation Program. Please sign said memorandum and
return it to us. We will then forward it to HUG' for their signature.
Alicia M. Wentworth
City Clerk
AMW:CB;js
tTalaFhom► 77�}-535.620!
lung
Agh
MEMORANDUM OF UNDERSTANDING
BETWEEN THE CITY OF HUNTINGTON BEACH
AND THE ORANGE COUNTY HOUSING AUTHORITY
FOR THE RENTAL REHABILITATION PROGRAM
This Memorandum of Understanding is between the City of Huntington Beach (referred to
in this N.zmorandum as the "Grantee"), the Orange County Housing Authority (referred to
in this Memorandum as the "PHA") and the Secretary of Housing and Urban. Development
(referred to in this memorar. 'm as the "Secretary"). This Memorandum sets forth the
obligations of the parties in !ucting the Rental Rehabilitation Program (referred to in
this Memorandum as the "Prograi-Wl) having the primary purposes described in the Notice
entitled "Rental Rehabilitation Program; Interim Rule," published in Volume 49 of the
Federal Register, on pages 16936-16957, on April 20, 1984, (referred to in this
M•^morandum as the "Notice").
In consideration of their mutual promises, the parties agree as follows:
1. Compliance with Federal Register Notice. The Grantee ag:.- to
carry out the Program in a manner which conforms wi the
provisions of the Notice.
Key among these are:
a) To separate the public subsidies required to finance the
rehabilitation from those provided to existing tenants;
and
b) To require neither direct nor indirect forms of the rental
control, unless there exists a community-wide control
ordinance.
2. Commitment and Use of Public Funds. During Federal Fiscal Year
1987, the Grantee agrees to enter into one or more legally binding
commitments of public funds with one or more property owners to
write down the cost of financing rehabilitation of property included
in tte Program (as described in Paragraph 4 of this Memorandum).
The total amount of public rehabilitation financing to be
committed to property owners for the Program shall be $140,000,
contingent upon HUD allocation of Rental Rehabilitation funds to
Grantee. Where such public funds are zrom another Federal
Program, including the CDBG Program, they shall be committed
and used by the Grantee and the property owner in accordance with
all requirements applicable to such program including 24 CFR
requirements Fart 570 and applicable HUD Handbooks and Notices
for the CDBG Program (hereafter referred to as "CDBG
requirements"), as well as, any additional requirements of the
Program, as set forth in the approved application and this
Memorandum.: No waives of any CDBG requirement will be made
in connection with the Program unless specifically approved in
writing by the Assistant Secretary for Community Planning and
Developments
3. Commitment and Use of Section 8 Funds.
a) HUD has reserved $ (Contract Authority) for
approximately 18 units to be assisted by the PHA
under the Section 8 Existing Housing Program in
connection with the Program.
The Section 8 Existing Housing Funds reserved by HUD
pursuant to Paragraph (a) above, shall be used by the
PHA to minimize the displacement of families residing
in projects to be rehabilitated with rental
rehabilitation grants, to assist families who move from
projects undergoing assisted rehabilitation activities,
and to assist families who move into assisted projects
after rehabilitation. In accordance with HUD
requirements, PHA may issue vouchers and
certificates to families residing in projects to be
rehabilitated and to families selected from the PHA's
waiting list for the Section & Existing Housing
Program which agree to move into a project
rehabilitated under the "rogram.
c) The Section 8 Existing Housing Assistance shall be
administered b,, the PHA in compliance with all
applicable regulations snd requirements.
4. Proper y Included in the Program: Agreement with Property Owners.
The Grantee may include a property in the Program if it requires
rehabilitation, is located in one of the Program's target neighborhoods,
contains one or more rental dwelling units and will be rehabilitated using
financing from a public source (such as CDBG or general revenues) in
combination with private rehabilitation financing (including the proceeds
of any state or locally issued tax-exempt bonds). The property
applicaTion will be processed and administered in accordance with
Program guidelines. In addition, the Grantee shall include, in any binding
legal commitment of CDl3G or other public rehabilitation financing for
property, a written agreement by the owner.
5. Anti-Displacement/Relocation Strategy. The Grantee agrees to develop
and implement an Anti-Displacement/Relocation strategy pursuant to
the Notice.
6. Information. The Grantee agrees to provide the Secretary with any data,
information, or assistance that the Secretary deems necessary to allow
t :e Secretary to monitor and evaluate. the Program, including
information regarding rehabilitation financing and any relocation
(permanerst or temporary) of tenants who occupied the building prior to
rehabilitation and the specific relocation measures used in each case.
Ah
7. Technical Assistance. The Secretary agrees to provide to the Grantee,
without charge, technical assistance to assist in designing an effective
Rental Rehabilitation Program in connection with This Program, to the
extent that the Secretary determines feasible within statutory and
budgetary limitations.
8. Interim Use of Section 8 Certificates and Vouchers.
WHEREAS, in the interest of utilizing Section 8 Certificates and Housing
Vouchers to the fullest extent possible to assist low-income families, the
PHA may use their special allocation of Certificates and Housing Vouchers
in support of the Rental Rehabilitation Program for families on the PHA
waiting list under the regular "Finders-Keepers" grogram on an interim use
basis, until needed in support of the rehabilitation program;and
WHEREAS, the PHA will hold five percent (5%) of the Housing Vouchers
funded as a reserve and anticipates turnover of Housing Vouchers and
experiences a consistent turnover rate of 50 to 100 "Finders-Keepers"
Certificates per month, whic' should provide ample latitude to meet the
needs of the rehabilitation agency.
NOW, THEREFORE, IT IS AGREED BETWEEN THE PARTIES AS
FOLLOWS,
a.) The PHA shall utilize their special allocation of Certificates and
Housing Vouchers in support of the Rental Rehabilitation Program for
families on the PHA waiting list under the regular "Finders-Keepers"
program on an interim use basis, until needed in support of the
rehabilitation program.
b.) The FHA shall replace Certificates or Housing Vouchers needed in
support of the rehabilitation program with reserve or turnover
Certificates or Housing Vouchers from allocations in the regular
"Finders-Keepers" program.
c.) This interim use provision shall apply through the implementation of
the Rental Rehabilitation Program leasing schedule until the PHA and
the Grantee agree that adequate Certificate and Housing Voucher
funding has been used for Rental Rehabilitation projects. At such
time, the Grantee will supply a statement allowing the PHA to request
HUD's permhsion to release any remaining Certificate and Housing
Voucher funding authority for families on the PHA'= waiting list.
d.; The PHA shall monitor the member of reserve and turnover
Certificates anJ Housing Vouchers within the "Finders-Keepers"
program to insure an adequate turnover rate to provide the
Certificates and Housing Vouchers needed in support of the
rwt.abilitation program. The PHA shall utilize monthly leasing reports '
and weekly status reports showing the number of available
Certificates and Housing Vouchers to verify c,rrrent availability.
e.) The Grantee shall provide a minimum of sixty (60) days advance
written referral notice to the PHA prior to the proposed date of
Certificate or Housing Voucher issuance pursuant to this agreement.
The notice shall specify the family type and bedroom size of the
Certificate or Housing Voucher needed.
f.) All notices pursuant to this agreement shall be addressed to the
following:
PHA: Grantee:
Orange County Housing Authority City of Huntington Beach
2043 North Broadway 2000 Main Street
Santa Ana, CA 92706 Huntington Beach, CA 92648
Attenticl: Executive Director Attn: Housing Redevelopment
ATTEST:
RUC1A M. WENTWORTR CRY CLERK
�� � City Clerk
APPROVED AS TO FORM: ORANGE COUNTY HOUSING AUTHORITY
(Public Housing Agency)
t
City Attorney ; Executive Director
THE SECRETARY OF HOUSING AND
URBAN DEVELOPMENT
!~ Area Manager
CITY OF HUNTI;`IGTON BEACH
(Administer' g Agency)
City Adm'!n trator
0!062
1: Fr ' ACTION
1EQUE FOR CITY COUNA
s' 12H 87-65
Date _ August 28, 1987
Submitted to: Honorable Mayor and City Council Member
Submitted by: Charles W. Thompson, City Administra r
Prepared by: Douglas N. L.a Belle,Deputy City Administrator/Community Developmen
ORANGE COUNTY HOUSING AUTHORITY/U. S. HUD-MEMOR 1
Subject: UNDERSTANDING FOR THE FOURTH R 6v_
- RVNTAAL
REHABILITATION PROGRAM
Consistent with Council Policy? Yes [ ) New Policy or Exception
.;/ CITY G
Y
Statement of issue, Recommendation,Analysis, Funding Source,Alternative Rctions,Attachments:
STATEMENT OF ISSUE:
As part of the City's participation in HUD's Rental Rehabilitation Program, we are
required to develop and execute a Memorandum of Understanding among the City, the
Orange County Housing Authority, and HUD, This Memorandum sets forth the
responsibilities of each party and the procedures to be followed in coordinating the use
of authority for vouchers and certificates with rentai rehabilitation grant amounts in
accordance with HUD requirements.
RECOMMENDATION;
Approve and authorize the City Clerk to execute the Memorandum of Understanding
with the Orange County Housing Authority/U. S. HUD.
ANAL`r'SIS:
In July of 1984, the City was selected to be a participant in HUD's Rental
Rehabilitation Program. The grogram has been administered in three previous phases.
The first round, the City was awarded $109,500, The second round of the program the
City received $104,000. The third round of the program the City received $50,000.
Recentiy, staff has been notified of the City's participation in the fourth round of the
program in the amount of $140,000. Rental Rehabilitation is a cooperative effort of
the City of Huntington Beach, Orange County Housing Authority, and U. S.
Department of HUD. Designed specifically for lower-ircome neighborhoods, the
Rental Rehabilitation Program entails a public-private s%.:bsidy approach for the
rehabilitation of rental units. Investor owners match City rehabilitation funds and
qualify lower-income 'tenants for a rental subsidy certificate or voucher issued through
the Orange County Housing Authority.
The pu.pose of the program is to increase the supply of private-market rental housing
available to lower-income tenants by providing government funds to rehabilitate
existing units and to provide rental as-istance to tower-income persons to help them
afford the rent of the units. This would be accomplished in the form of Section 8
certificates and/or vouchers.
No 5/>35
MOMMMMMMMMINI
;Z H 87-65
August 28, 1987
Page Two
Staff has tcrgeted, specifically, the Oakview and Commodore Circle neighborhoods as
the emphasis of the program; however, the program may be applied city-wide for
eligible properties and tenants. HUD has reserved approximately IS units to be
assisted by the Orange County Housing Authority under the Section 8 Existing Housing
Program in connection with the Rental Rehabilitation Program.
The --cached Memorandum of Understanding sets forth the obligation and procedures
of the City, the Orange County Housing Authority, and HUD in coordinating the use of
voucher/certificates for the Rental Rehabilitation Program in accordance with HUD
requi remen+s.
FUNDING SOURCE:
U. S. Department of HUD Rental Rehabilitation Grant Program.
ALTERNATIVE ACTIONS:
Do not approve the Memorandum of Understanding with the Orange County Housing
Authority and HUD. This would result in denying housing asslsta,lrce to low income
families residing in rehabilitated units.
ATTACHMENT:
Memorandum of Understanding between the City of Huntington &--ach, Orange County
Housing Authority, and HUD.
CW T/DLB/EN:sar
1914r
Auk
row --
8121 E.FLORENCEAVENUE• DOWNEY,CALIFORNIA 90240®(212)927.6686
December 1, 1987
Als. Alicia Wentworth, City Clerk
City of Huntington Beach
2000 Main Strczt
Huntington Beach, California 92E48
Dear Ms. Wentworth:
Please find enclosed our agreement with the second
officer signature. Also, i have enclosed a copy of our up to
date insurance policy,
i hope that these items will now enable you to execute
the final agreement.
if you should have any girestions or additional needs,
please do not hesitate to contact me.
Sincerely,
xt
,,,4 ✓ �s
Annette Zitani
Program Coordinator
cc: Eric Nicole, City of Huntington Beach
LOSANGELES 0 CHICAGO a OAKLAND a 13ALT'IMORE 0 SAN DIEGO'
CITY OF HUNTINGTON BEACH
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE C17Y CLI RK
October 16, '1985
United States Escrow, Inc.
8121 Florence Avenue
Downey, CA 90240
The City Council of the City of Huntington Beach at its August 6, 1985
meet4'ng approved a Service Agreement with your firm to administer H.U.D.
Rental Rehabilitation Program Loans.
Enclosed is a duly executed copy of said agreement together with a copy
of the certificate of insurance which you submitted.
Alicia M. Wentworth
City Clerk
AMW:CB:bt
CC: Douglas La Belle, Deputy City Administrator
Wayne Lees Finance Department
(Telephone,71"36.6227I
y
RE U! r FOR CITY COUNA ACTION
RH 85-36
Date July 24, 1985
Honorable Mayor and City Council Members .+
Submitted to: --1
n1,� Gn�,
Submitted by: Charles W. Thompson, City Administrator lit 1 G�ti' (" �,,.._
Prepared by: Douglas N. LaBelle, Deputy City Administrator/Redevel
SERVICE AGREEMENT BETWEEN THE CITY OF RUN O
Subject: AND UNITED STATES ESCROW, INC.. TO ADMiINISTE H.U.D. TAL�
REHABILITATION PROGRAM LOAN
Consistent with Council Policy? K Yes [ j New Policy or Exceptio
Statement of Issue, Recommendation,Analysis, Funding Source,Alternative Ac ons,Attachments: j
STATEMENT OF ISSUE:
As part of the city's participation in the HUD's Rental Rehabilitation Program, we are
reuired to perform numerous administrative tasks. To alleviate staff's administrative
burden, it is proposed that the city enter into an agreement with United States Escrow
to supervise and administer the program.
RECOMMENDATION:
Approve and authorize the City Clerk to execute the Service Agreement with United
States Escrow, Inc.
ANALYSIS:
Attached you will find a Service Agreement between the city of Huntington Beach and
United States Escrow, Inc. The purpose of said agreement is to provide for the
administration of a portion of the HUD Rental Rehabilitation Program by United States
Escrow, Inc. to alleviate the HCD staff administrative workload. Approximately
$213,000 has been awarded to the city by HUD with the stipulation that none of the
grant be used for administrative overhead costs. The grant will generate an anticipated
twenty new loans to be processed by the Rehabilitation Administrator.
By entering into an agreement with United States Escrow, Inc., HCD will be relieved of
the need to increase staff to accommodate the additional workload. United States
Escrow will provide the following services:
1. Cash management depository.
2. Account activation and fund disbursement.
3. Cash management compliance accounting.
4. Maintenance of permanent project files.
5. Computer accounting.
6. Monthly reconciliation services.
In return for its service;;, United States Escrow will assess each loan recipient a fee of
01!4 of I percent of the loan amount per loan with a minimum of$225 and a maximum of
$1,000. The city is not required to make any payments to U. S. Escrow.
r
,
P10 4184
y
RH 85-36
July 24, 1985
Page Two
FUNDING SOURCE:
No funds are required for this Service Agreement.
ALTERNATIVE ACTIONS:
Do not approve the Service Agreement with United States Escrow.
ATTACHMENT:
S arvice Agreement with United States Escrow.
C W T/DLB/S A J:sar
1119h
A ` I
Liz
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
August 7, 1985
United States Escrow, Inc.
8121 E. Florence Avenue
Downey, CA 90240
Attn: Gail Bloomingdale
On August 6, 1985, the City Council of the City of Huntington Beach
approved a Service Agreement with your firm to administer H.U.D
Rental Rehabilitation Loans.
The Agreement can be executed by the City when your insurance certi-
ficate, including Liability, Worker's Compensation, Hold Harmless
and Fidelity Bond hove been submitted and approved as to form by the
a City Attorney. We understand that Certificate of Insurance forms
have been provided to you.
If you have any questions, please call Doug La Belle, Deputy City
Aministrator, 714 - 536-5582.
Alicia M. Wentworth
City Clerk
AM:CB:bt
CC: Doug La Belle - Deputy City Administrator
Susan Jones - Community Development Aide
Mlaprone,71a-srs srr7i
ow
FIRST AKEW- iMENT TO THE SERVICE AGREE14ENT BETWEEN
THE CITY OF HUNTINGTON BEACH AND UNITED STATES ErCRON, INC.
TO ADMINISTER S.D.D. RENTAL REHABILITATION PROGRAM LOANS
THIS FIRST AMENDMENT to Agreement dated August 6, 1985, is
made and entered into by and between the City of Huntington
Beach, a municipal corporation, hereinafter referred to as
the City and United States Escrow, hereinafter referred to as
the Contractor.
W I T N E S S E T H
WHEREAS, the City and Contractor have entered into an
Agreement which authorized the Contractor to provide certain
services; said Agreement dated August 6, 1985, which together
with all Amendments thereto shall hereinafter be referred to
as the Agreement; and
WHEREAS, the City and the Contractor -._-e desiroas of
amending the Agreement for the purpose of ta) termination of
Agreement by sixty (60) days prior written notification by
either the Contractor or City; ,and (b) the term of the Agree-
ment shall continue for one year and every year thereafter,
unless terminated; and
WHEREAS, there will be no change in fees charged or
services rendered; and
WHEREAS, this Amendment is necet>, iry and proper to
continue and/or complete certain activities authorized under
this Agreement.
NOW, THEREFORE, the City and Contractor agree that the
Agreement be amended effective October 5, 1987 as follows:
A M E N D M E N T
Section A. Amend Section 13, Termination of Services, of
the Agreement by deleting it in its entirely and substituting
therefor the following:
1
1•
TERMINATION OF SERVICES
1. In the event of bxeach of any condition or provision
hereof, the City, shall have the right, by prior
written notice to the Contractor, to terminate its
employment hereunder and cancel this Agreement and
have the work called for hereby otherwise performed,
without prejudice to any other rights or remedies of
the City. The City shall have the benefit of such work.
as may have been completed up to the time of such
termination and with respect to any part wiAich shall
have been delivered to and accepted by the City, there
shall. be an equitable adjustment of compensation.
2. Irres'oective of any default hereunder, the City may
also, at any time at its discretion, terminate this
Agreement, in whole or in part, by giving the Contrac-
tor sixty (60) days written notice thereof and in
such event, the Contractor shall be entitled to
receive compensation specified herein for all work
completed and a . �epted prior to such sixty (60) days
notice of termination or cancellation; an equitable
adjustment shall be made, as compensation to the
Contractor to the date of such termination or cancel-
lation, but not yet delivered to the City. The
Contractor at its discretion may terminate this Agree-
ment, in whole or in part, by giving the City sixty
(60) days written notice.
3. The term of the Agreement shall commence upon execu-
tion of this Agreement by both parties and shall
continue for one year thereafter. This Agreement
shall automatically renew for successive one year
terms.
2
i
THIS AGREEMENT is executed in three (3) duplicate
originals, each of which is deemed to be an original. This
Amendment includes two (2) pages which constitute the entire
understanding and agreement of the parties.
IN WITNESS WHEREOF, the City of Huntington Beach and the
Contractor have caused this Amendment to be executed by their
duly authorized representatives.
,:ONTRACTOR: CITY OF HUNTINGTON BEACH
UNITED STATES ESCROW, INC. A Municipal Corporation
A California Corporation
�z2x�/ -—/ , '/ /Q,
NAME/TI1ZE „-1 yo,
\\\\ ATTEST:
AUCIA M. NVENTWORTN:TTY CLER14
NA /TITLE v, Y CITY CLERK
REVIEWED AND APn-ROVED: APPROVED AS T FORM:,
CITY ADMINISTRATOR CITYJATVNV�^
ITIA ED AND APPROVE
Director of Community Development
3
� � � � � ISSUE DATE(MMlDD/YY)
PRODUCER THIS CERTIFICATE IS ISSUED AS A 164ATTER OF INFORMATION ONLY AND CONFERS
t��Yf�A� NO RIGHTS UPON THE CERTIFICATE HOLDER.TVIS CERTIFICATE DOES NOT AMEND,
GEORIGGE EUDIS C'�L'a-FJL�,ANY EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
BEVEELT HILLS, Cyr 90210 COMPANIES AFFORDING COVERAGE
h
COMPANY A ^ T
LETTER S &1i UL INSURANCE GOMPARY
COMPANY
INSURED LETTER
i!ITED STATES ESCROW COM Al' OMPF-•ARNY c'
8121 FLOVENCE AVE".9
DOWHEP 5 CA 90240 LETTER r D
COMPANY
LETTER
e
THIS IS TO CERTIFY TNAT POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUEDTO 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
B'ISSUED OR PRAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXC.USFONS.AND CONDI-
T,IONS OF SUCH POLICIES.
COj T POLIO+EFFECTM POLICY EXPIRATION LIABILITY _IMITS IN THOUSANDS
ITRYRE OF INSURANCE POLICY NUMBER DATE(MMfiWYYi DATE(NW)DlWYi LACH
_ OCCURRENCE AGGREGATE
i 4ENERAL LIABILITY BODILY
COMPREHENSIVE FORM PQ06609272 INJURY $ $
A PREMiSESIOPERATIONS PROPERTY
uNDERGROUND
DAMAGE $
COLLAPSE HAZARD LOSION $
1 PRDDUCTSICOMPLETED OPERATIONS
CONTRACTUAL COMB NED $1900. $ 2000
INDEPENDENT CONTRACTORS
BRO.AO TORM PROPERTY DAMAGE
PFPSDNAL INJURY PERSONAL INJURY $
_-1 AUTOMOBILE LIABILITY .Y
F---. BiA1RY
ANY AUTO 'PER V, $
ALL OWNED AUTOS iPPoV PASS I ( M, r
1 AL L OWNED AUTOS{RRN RPASSS I t T-4 ACDOP,T,�$
mRFC AL!TTK PROPERTY
-� .A.� DAMAGE
tir,r,�tYrnEO A;1TCr , 1$
:GARAGE .!AB;Lnv C i `P�'J3j..1
—7 BI 8
PD
• a COMBINED $
EXCESS LIABILITY Nam^
JMBRE.;.A CORM ! DI$PO
COMBINED $ $
i^'nEG 'tiAN iMBREL:A CORM I' e
STATUTORY
WORKERS COMPENSATION I $
D � _ (EACH ACCIDENT)
AND
LIABILITY $ (D!SEASE-POLICY LIMIT}
$ ! OSEASE•EACHEMPLOYEE)
,OTHER
I �
DFSCRIPTION OF OPERATIONSILOCATIONSNEHICLESISPECIAL ITEMS
RZ: DISBURSEMENT OF REHASILITATION Ft MD3 COPTR:ACT/'CITY OF HU TINGTON BEACH
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BE''ORE THE Ex-
City Attorney PMATION DATE THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO
R
City CflTi i T1 y' '.t3 AIL lag DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE
LEFT,BGFAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY
P.O. f Cox 190 OF ANY KIND UPON THE COMPANY ITS AGENTS OR REPRESENTATIVES.
Ht1nti1a�ston Beach, CA 9264sdl AUTHORIZED REPRESENTATWE Utld
• e• [� e . •- e s
PROFESSIONAL OFFICE PACK9VCOVERAGE SUMMARY
This summary shows the Limits of Coverage
and any Optional Coverages you have for state 01
> or policy level coverages.These coverages and 5Lh
limits apply to all locations on your policy.
Refer to your Profe sional Office Package
Location Coverage Summary for coverages that `S
apply to a specific location. v
Commercial General Liability Protection Limits Of Coverage
General 2otal limit $4,000,000
Products and completed
work total limit $4,000,000
Personal injury and
advertising injury limit $2,000,000
Each event litolt $2,000,000
Fire damage limit $100,000
Medical ex oetlse limit $5,000
Optional Coverages
Increase Money and Securities Off Premises Limit to $10,000
Liability Protection For Autos You Don't Own
Limit: $2,000,000
Non—owned Auto Number of Employees: 45
Hired Arno If Any
ter.
Name of Insured Policy Number PQ06609272 Effective Irate 08/01/87
dba: UNITES? STATES ESCROW COMPANY, ALBS Processing Irate 0g/29/87 14:18 002
41161 Ed.10-85 Printed in U.S.A. Coverage Summary
aSt.Paul Fire and Marine Insurance Co.1985 Page 1
iall
SERVICE AGREEMENT BETWEEN THE CITY OF HUNTINGTON BEACH
AND UNITED STATES ESCROW, INC. TO ADMINISTER H.U.D.
RENTAL REHABILITATION PROGRAM LOANS
THIS AGREEMENT, made and entered into this day
of by and between the CITY OF HUNTINOTON
BEACH, hereinafter referred to as "CITY'', and UNITED STATES
ESCROW, INC. , a California corporation, hereinafter: referred to as
"CONTRACTOR".
WHEREAS, CITY desires to engage the services of an escrow
consultant to supervise and administer disbursement and the
repayment of HUD Rehabilitation programm loan of the City of
Huntington Beach; and CONTRACTOR has been selected to perform said
services,
NOW, THEREFORE, it is agreed by CITY and CONTRACTOR as follows:
1. WORK STATEMENT
CONTRACTOR agrees to supervise and administer the program
set forth herein by the CITY for providing rental rehabilitation
cash management escrows and related services for property
impr-)vements in connection with .loans made by the CONTRACTOR to
homeowner and/or property/business owners for the expansion or
imprLvement of their property. Service shall include, but shall
not be limited to, the areas listed below.
1.
Ask
2. CASH MAY;AGEMENT DEPOSITORY SERVICES
The CONTRACTOR shall establish a separate Rental
Rehabilitation depository account with a local financial
institution of CONTRACTOR'S choice for receipt and deposit of
funds received from HUD. Funds shall be received via automatic
transfers as required under the HUD Cash Management System and
disbursed without delay by CONTRACTOR to payees upon receipt of
the proper disbursement authorizations from the CITY.
3. ACCOUNT ACTIVATION AND FUND DISBURSEMENT SERVICES
3_1 Upon loan approval the CITY shall send private
sector loan proceeds and completed Control Instructions to the
CONTRACTOR. The Control Instructions shall include the following
data:
a. owner(s) name.
b. Contractor(s) name.
C. Job site address.
d. Dollar amount of funds being escrowed.
e. Instructions on how fundE are to be disbursed.
f_ Original signatures of owner and CITY
representatives.
3.2 When and as requested in writing by the CITY, the
CONTRACTOR shall provide check disbursements to parties designated
by CITY in csonntction with loans made by the CITY or its agent.
3.3 Written instructions shall be in the form of a
2.
Aft
Disbursement Authorization containing information regarding the
amount of disbursement, the parties to be paid, and shall contain
original signatures of CITY representatives authorized to request
disbursement.
3.4 A copy of the HUD Rental Rehabilitation payment
voucher shall be sent to CONTRACTOR by CITY along with the
Disbursement Authorization in cases where monies are to be drawn
from Rental Rehabilitation funds (unless item 5.4 of this
Agreement applies) .
3.5 Upon receipt of Disbursement Authorization and FWD
payment voucher (if required) , the CONTRACTOR shall, identify and
verify the payment authorization as follows:
a. Amount requested is available (including any
necessary HUD automatic transfer deposits as indicated by the
submitted HUD payment voucher) .
b,. Owner's signature(s) are the same as on the
original escrow instructions.
C. CITY representative's signature(s) are the same
as on the original escrow instructions or on a approved signature
list of those representatives having the authority to authorize
disbursements.
3.6 At thy: request of the. CITY, CONTRACTOR shall hold a
retention fund for up to 30 days after recording of the Notice of
Completion. CONTRACTOR shall record the Notice of Completion with
the County.
3.
4. HUD RENTAL REHABILITATION/CASH MANAGEMENT COMPLIANCE
ACCOUNTING
4.1 As required. under HUD guidelines, CONTRACTOR shall
maintain separate escrow accounting records of Rental
Rehabilitation and non-Rental Rehabilitation funda. Separate
accounting records for non-commingled non-Rental Rehabilitation
and Rental Rehabilitation program funds will show receipt,
disbursement and running balance entries for each project.
P,ecounting information and records will be available to the Agency
during project rehabilitation and will be submitted to the CITY at
project completion.
t 4.2 At the beginning of each project, the CONTRACTOR
shall forward to HUD Central the project Pre-Rehabilitation Report
upon completion by the CITY.
4.3 Upon receipt of disbursement authorization and copy
of HUD payment voucher, the CONTRACTOR shall forward voucher to
HUD Central prior to next request for Rental Rehabilitation
program funds. Copies of payment voucher as well as disbursement
authorization will be kept by CONTRACTOR in a permanent project
file.
4.4 CONTRACTOR shall submit copy of the monthly
reconciliation of program activity to HUD Central as required
under HUD Rental Rehabilitation gui.dplines.
4.5 CONTRACTOR shall submit Project Completion Report to
HUD Central within 90 days of rehabilitation completion and ;will
retain a copy of the report in a permanent project file.
4,
Ark
5. ADDITIONAL HUD RENTAL REHABILITATION ADMINISTRATIVE AND
COMPLIANCE SERVICES.
5.? Upon receipt of Control Instructions from the CITY,
the CONTRACTOR shall contact HUD Central Office of Administration
to se} up a new Rental Rehabilitation project account The
CONTRACTOR wi-.l be authorized with the proper HUD security
clearance to gain access to HUD's Cash Management Information
System required to se-,: up new projects and request drawdowns. The
F
CONTRACTOR will transmit to HUD Central, the information required
to have the appropriate amount of Rental Rehabilitation funds
allocated for the project.
5.2 upon receipt of a disbursement authorization from
the CITY, the CONTRACTOR shall contact HUD Central to make the
appropriate drawdown request of Rental Rehab fund monies as
authorized by the CITY. The Contractor shall submit the required
project d,ta (i.e. project number, voucher number, amount of
request, type of draw, dates of construction, etc. ) to obtain
drawdown approval.
F.3 Approved drawdowns will be automatically transfered by
HUD Central. to CONTRACTOR'S depository account and disbursed by
CONTRACTOR on receipt per Section 3 of this Agreement.
5.4 Also upon receipt of a disbursement authorization from
the CITY, the CONTRACTOR shall prtipare a payment voucher for the
amount requested from the Rental Rehabilitation fund. Payment
vouchers required by HUD as a written follow-up document to the
drawdown
5.
request, will be assigned a document number and submitted to HUD
in sequential order for accountability.
6. RECONCILIATION OF RENTAL REHASILITAI'IOM DEPOSIT ACCOUNT
ACTIVITY
6.1 The CONTRACTOR shall prepare a monthly
reconciliation of HUD`s monthly bank disbursement report with the
Rental Rehabilitation disposition account activity for all HUD
automatic transfers and disbursements. A Rental Rehabilitation
depository statement of account along with copies of deposit
receipts, payment vouchers, and checks will be attached to the
reconciliation statement.
6.2 The CONTRACTOR shall submit the prepared monthly
reconciliation to the CITY as well as HUD Central as required.
7. MAINTENANCE OF PERMANENT PROJECT FILE
7.1 CONTRACTOR shall compile all pertinent project data
into a permanent file for CITY and STUD auditing. Each project
file shall contain copies of all deposits, checks, payment
vouchers, disbursement authorizations, pre-rehabilitation and
project completion reports and separate accounting statements of
non-Rental Rehabilitation and Rental Rehabilitation fund activity .
7.2 As required by HUD, project files will be prepared
to show that:
a. At no time was there a commingling of Rental
Rehabilitation funds with private or other city funds.
b. At no time did draws on Rental Rehabilitation
funds exceed draws on non-Rental Rehabilitation funds.
6.
8. COMPUTER ACCOUNTING SERVICES
The CONTRACTOR shall supply to the CITY a monthly
computer print-out of all transactions completed to date and the
balance remaining in each account.
9. MAINTENANCE OF FILES AND AVAILIBILITY OF DATA
CONTRACTOR shall maintain records of all accounts
established? under the provisions of this agreement for a period.
of five (5) years after the closing of each account. CONTRACTOR.
shall, upon request and within t':lirty (30) days of such request,
make available all records, financial and otherwise, dealing with
its activities performed pursuant to the provisions of this
Agreement to authorized auditor and monitors of the Agency of the
U.S. Department of Housing and Urban Development.
10. FEE SCHEDULE FOR PROGRAM SERVICES
10.1 in return of the services provided by the
CONTRACTOR, the Borrower shall pay fees to the Contractor
according to the following schedule:
Service program: Service includes all items
specified within AGREEMENT. CONTRACTOR services will be
compensated with a fee of 3/4 of 1 percent of the loan amount per
loan with a minimum of $225.00 and a maximum of $1,000.00.
10.2 The CITY shall not be responsible for any fees or
compen ,ation to contractor under this AGREEMENT.
7.
1.1. EQUAL OPPORTUNITY
11.1 The CONTRACTOR will not discriminate against any
employee or applicant for employment because of their race,
religious creed, color, national origin, ancestry, physical
handicap, medical condition, marital status, or sex. The
CONTRACTOR will take affirmative action to ensure that the
applicants are employed• and that employees are treated during
employment without regard to their race, religious creed, color,
national origin, ancestry, physical handicap, medical condition,
marital status, or sex. Such action shall include, but not
limited to the following: employment, upgrading, demotion, or
transfer, recruitment or recruitment advertising, layoff or
termination, rates of pay or other forms of compensation and
selection for training, including apprenticeship. The CONTRACTOR
agrees to post in conspicuous places, available. to employees and
applicants for employment , notices to be provided by the Local
Public Agency setting forth the provisions of this
nondiscrimination clause.
11.2 The CONTRACTOR will, in all solicitations or
advertisements for employees placed by or on behalf of the
CONTRACTOR, state that all qualified applicants will receive
consideration for employment without regard to race, religious
creed, color, national origin, ancestry, physical handicap,
medical condition, marital status, or sex.
8.
11.3 The CONTRACTOR will cause the foregoing provisions
to be inserted in all subcontracts for any work covered by this
contract so that such provisions will be binding upon each
subcontractor, provided that the foregoing provisions shall not
apply to contracts for subcontracts for standard commercial
supplies or raw materials.
12. REPRESENTATIONS
As an inducement to the execution of this Agreemer', the
CONTRACTOR represents and agrees that it has and will Continue to
have adequate and proper facilities and personnel to perform the
services and work agreed to be performed by it hereunder; that it
is duly qualified by law to perform such services and work, and
that list has not employed any person to solicit or procure this
AGREEMENT, and has not made and will not make, any payment or any
AGREEMENT for the payment of any commission, percentage,
brokerage, contingent fee or other compensation in connection with
the procurement of this AGREEMENT.
13. TERMINATION OF SERVICES
13.1 In the event of breach of any condition or provision
hereof, the CITY shall have the right, by ten (10) days prior
written notice to the CONTRACTOR, to terminate its employment
hereunder and cancel this AGREEMENT and have the work called for
hereby otherwise performed, without prejudice to any other rights
or remedies of the CITY. The CITY shall have the benefit of such
9.
AWL
work as may have been completed up to the time of such termination
and with respect. to any part which shall have been delivered to
and accepted by the CITY, there shall be an equitable adjustment
of compensation.
13.2 irrespective of any default hereunder, the CITY may
also, at any time at its discretion, terminate this AGREEMENT, in
whole or in part, by giving the CONTRACTOR thirty (30) days
written notice thereof and in such event, the CONTRACTOR, shall be
entitled to receive compensation specified herein for all work
completed and accepted prior to such thirty (30) days notice of
termination or cancellation; an equitable adjustment shall be
made, as compensation to the CONTRACTOR to the date of such
termination or cancellation , but not yet delivered to the C11"11.
The CONTRACTOR at its discretion may terminate this AGREEMENT , in.
whole or in part, by giving the CITY thirty (30) days written
notice.
13.3 The term of the AGREEMENT shall commence upon
execution of this AGREEMENT by both parties and shall continue for
one year hereafter.
14. INDEMNIFI,CATION, DEFENSE, HOLD HARMLESS
CONTRACTOR hereby agrees to defend, indemnify and hold
harmless CITY, its officers, agents, and employees, from and
against any and all liability, damages, costs, losses, claims an,:
expenses, however caused, resulting directly or indirectly from or
10.
connected with CONTRACTOR'S performance of this AGREEMENT.
15. WORKER'S COMPENSATION
CONTRACTOR shall comply with all the provisions of the
Worker Compensation Insurance and Safety Acts of the State of
California, the applicable provisions of Division 4 and 5 of the
California Labor Code and all amendments thereto; and all similar
state or federal acts or applicable law; and shall indemnify,
defend and hold harmless CITY from and against all claims,
demands, payments, suits, actions, proceedings and judgments of
every nature and description, including attorney's fees and costs,
presented, brought or recovered against CITY for or on account of
any liability under any of said acts which rtuy be incurred by
reason of any work to be performed by CONTRACTOR under this
AGREEMENT.
16. INSURANCE
In addition to the Workers' Compensation Insurance and
CONTRACTOR covenant to indemnify CITY, CONTRACTOR shall obtain and
furnish to CITY the following insurance policies covering the
activities pursuant to this AGREEMENT:
A. General Liability Insurance. A policy of gen%, .
public liability insurance, including motor vehicle coverage,
Said policy shall indemnify CONTRACTOR , its officer, agents and
employees, while acting within the scope of their duties, against
any and all claims of arising out of or in connection with the
1,1.
PROJECT, and shall provide coverage in not less than the following
amounts combined single limit bodily injury or property damage of
$1, 000, 000.00 per occurrence. Said policy shall specifically name
the CITY as an additional named insured and provide that any other
insurance coverage which may be applicable to the PROJECT shall be
deemed excess coverage and that CONTRACTOR'S insurance shall be
primary.
Certificates of insurance for said policies shall be
approved in writing by the City Attorney prior to the commencement
of any work hereunder. All Certificates of Insurance (and the
policies of insurance or endorsements thereof) shall provide that
any such Certificates and policies shall not be cancelled or
modified without thirty (30) days' prior written no,`_ice to AGENCY.
17. FIDFLITY BOND
CONTRACTOR shall maintain during the term of this
AGREEMENT and any extensions thereto a Fidelity Bond in an amount
sufficient to cover all funds being handled by CONTRACTOR under
this AGREEMENT, but in no event less than one million dollars
($1,000,000.00)
18. INDEPENDENT CONTRACTOR
CONTRACTOR is, and shall be, acting at ail times in the
performance of this AGREEMENT as an independent contractor.
CONTRACTOR shall secure at his expense, and be responsible for any
and all payments of all taxes, social security, state disability
insurance compensation, unemployment compensation and other
12.
AL AIL
payroll deductions for CONTRACTOR and its officers, agents and
employees and all business licenses, if any, in connection with
the services to be performed hereunder.
19. NOTICES
Any notices or special instructions required to be given
in writing under this AGREEMENT shall be given either by personal
delivery to CONTRACTOR'S Principal (as designated in Section 1
hereinabove) or to AGENCY'S Deputy Director of Redevelopment, as
the situation shall warrant, or by enclosing the same in a sealed
envelope, first-class postage prepaid, and dr�ositing the same in
the United States Postal Services, addressed a follows:
TO CITY: TO CONTRACTOR:
Charles P. Spencer
Housing & Redevelopment Gail Bloomingdale
Program Manager 8121 E. Florence Avenue
2000 Main Street Downey, California 90240
Huntington Beach, CA 92648
(rest of page not used)
13.
7parties.
TIRETY
e foregoing, set forth the entire AGREEMENT between the
IN WITNESS WHEREOF, the parties hereto have caused this
AGREEMENT to be executed by and through their authorized officers
the day, month and year first above written.
CONTRACTOR: CITY OF HUNTINGTON LEACH:
UNITED STATES ESCROW, INC. A Municipal Corporation
A California Corporation
name tit a Mayor "e%
.ATTEST:
� nameTti£ e� � City C er
REVIEWED AND APPROVED: APPROVED AS TO FORM-
jctz
City Administrator city Attorn `7---)--c;'j
INITIATED AND APPROVED:
14&
Director o
Red v lopment
AJF/ff
11081/#3593
6/24/85
14.
T"G Gail Hutton,City Attorney
CITY OF 14UNTINGTON BEACH, CALIFORNIA
9—ch.CA 9264e BY E"•_.- 41.E+ —`aS�.y
Nnk Manses,attar approval A MUNICIPAL CORPORATION
1 his is to certify that the pohcia. of insurance as described below have been issued to the insured by the undersigned and are in force
at Ihls time 11 tkase policies are cancelled or changed in such a manner that will affect this certificate,the insurance compel:y agrees
to give 10 days prior written notice, by mail, to City of Huntington Beach P.O.Box 711,Huntington Beach,California 92Cs48. ALL
I T E MS MUST BE COMPLETED, ANY DELETION OR CHANGE IN THIS FORM SHALL BE SIGNED AND DATED BY AN
AUTHORIZED REPRESENTATIVE OF THE INSURANCE COMPANY AND MUST BE APPROVED IN WRITING BY THE CITY
ATTORNEY.
Name of Insured UNITED STATES ESCROW COMPANY
Address of Insured 3121 FLORENCE AVE., DOWNEY, CALIFORNIA 90240
Location of Wort or Operations to be performed 8121 FLORENCE AVE. , 'DOWNEY, AND ELSEWHERE IN THE U.S.A.
Description of Work or Operations DISBURSEMENT OF REHABILITATION FUNDS.
POLICY DATES LIMITS OF LIABILITY NAME OF COMPANY
POLICIES IN FORCE POLICY NO. Effective Expiration In Thousands(000) (INS.)
GENERAL LIABILITY
IXI COMPREHENSIVE FORM 59-JD0572 8/1/85 8/1/36 $ 1,000,000.00cSL ST. PAUL FIRE &
IXI PREMISES-OPERATIONS Each OccuranceM�rA�RINE INSURANCE
I XI L XPLOSION AND COMPANY
COLLAPSE HAZARD
IXI UNDERGROUND HAZARD
IXI PRODUCTS COMPLETED
OPERATIONS HAZARD
IX1 CONTRACTUAL
INSURANCE
1XI BROAD FORM
PROPERTY DAMAGE
IXI INDEPENDENT
/� CONTRACTORS
I PERSONAL INJURY
AUTOMOBILE LIABILITY
1 I COMPREHENSIVE FORM
11 OWNED $ 1,000,000. CSL
IXI HIRED Each Occurance
IXI NON-OWNED
EXCESS LIABILITY
I I UN48RELLA FORM
1 I OTHER THAN $
UMBRELLA FORM
WORKERS'COMPENSATION
and
EMPLOYERS'LIABILITY
Additional Insured Endorsement:
The insurer agrees that the City of Huntington Beach and its City Council,and/or all City Council appointed groups,committees,
commissions, boards and any other City Council appointed body,and/or elective and appointive officers,servants or employees of the
City of Huntington Beach, when acting as such are additional insureds hereunder,for the acts of the insured,and such insurance shall
be primary to any insurance of the City of Huntington Beach,as their interest may appear.
Data 9/20/85 AUTH PRESS F SU A�CEMPANY
INSURANCE COMPANY ST. PAUL FIRE & MARINE INS. By *
Name GEORGE ELKINS PANY
c/o 499 NO. CANON DRIVE, 2ND FLOOR Address —
Address BEVERL 1 city 499 NO. CANON DRIVE, BEVERL.Y HILLS, CA 90210
City Telephone. (213) 272-0502
HOLD HARMLESS AGREEMENT
(to be executed by insured)
The Insured ' agrees to protect, defend, indemnify, save,and hold harmless the City :1 '..tntington Beach its
officers, agents, and employees against any liability; loss,.damage, cost, or expense by reason of any and all liability,suits„claims,
demands, judgments and causes of action caused by insured, his employees,agents or any subcontractor or by any third party arising.
out of or in consequence of the performance of all or any operations or activity for which this certificate of insurance is furnished.
' (1)Sole Proprietorship (2)Partnership (3)Corporatism (4)Other(state)
HOLD HARMLESS SIGNED: By Insured: Title
(All names shall be printed or typed By Insured: Title.
below each signature.?
If Corporation,TWO Officers must sign,or present evidence of authorization to bind Corporation;
I47
, � Y tturnry
CITY OF HUNTINGTON BEACH,CALIFORNIA
H i tnt,nvt.n B-ch,CA 92648 By:
i ,tpv to R,.k Mar.agx cfw,approval A MUNICIPAL CORPORATION
This is to certify that the policies of insurance as described below have been issued to the insured Ny the underslgnad and are in force
at this time Il these policies are cancelled or changed in such a manner that will affect thir•.certificate,the insurance company agrees
to give 10 days prior written notice, by mail,to City of Huntington Beach P.O.Box 711,Huntington Beach,California 92fi48. ALL
ITEMS MUST BE COMPLETED, ANY DELETION OR CHANGE IN THIS FORM SHALL BE SIGNNE 48 D_AN AN
AUTHORIZED REPRESENTATIVE OF THE INSURANCE COMPANY AND MUST BE APPR01/ED - RITING BY THE C 'Y
ATTORNEY. /�y,
Name of Instfted UNITED STATES ESCROW COMPANY ! ��
8121 FLORENCE AVE. , DOWNEY, CALIFORNIA 90240
Address of Insured
Location of Work or Operations to be performed 8121 FLORENCE AVE. , DOWNEY, AND ELSEWHERE IN THE U.S.A.
Description of Work or Operations DISBURSEMENT OF REHABILITATION FUNDS.
POLICY DATES LIMITS of LIABILITY NAME AF COMPANY
POLICIES IN FORCE POLICY NO. Effective Expiration In Thousands(000) (INS')
GENERAL LIABILITY
IXI COMPREHENSIVE FORM 59-JD0572 8/1/85 8{r/86 S 1.000,000.00CSL ST. PAUL FIRE &
IXI PRFMIS£S-OPERATIONS Each Occuranco MARINE INSURANCE
I XI EXPLOSION AND COMPANY
COLLAPSE HAZARD
IXI UNDERGROUND HAZARD
Ik PRODUCTS COMPLETED
OPERATIONS HAZARD
IXI CONTRACTUAL
INSURANCE
:XI BROAD FORM
PROPERTY DAMAGE
IXI INDEPENDENT
CONTRACTORS
PERSONAL INJURY
AUTOMOBILE LIABILITY
I I COMPREHENSIVE FORM
II OWNED 1,000,QQQ. CSL
IXI HIRED Each Occurancis
IXI NON-OWNED
EXCESS LIABILITY
I I UMBRELLA FORM
I I OTHER THAN $
UMBRELLA FORM
WORKERS'COMPENSATION
and
EMPLOYERS'LIABILITY
Additional insured Endorsement:
The insurer agrees that the City of Huntington Beach and its City Council,and/or all City Council appointed groups, committees,
commissions, boards and any other City Council appointed body,and/or elective and appointive officers,servants or employees of the
City of Huntington Beach, when acting as such are additional insureds hereunder,for the acts of the insured,and such insurance shall
be primary to any insurance of the City of Huntington Beach,as their interest may appear.
Date 9/20/85 AUTH PRESE F SU NCE MPANY
INSURANCECOMPANY ST. PAUL FIRE & MARINE INS. By -d
Name GEORGE ELtiIIVS 1f'<ANY
c/o 499 NO. CANON DRIVE' 2ND FLOOR Address
�.d:ass 499 N0. CANON DRIVE, BEVERLY HILLS, CA 90210
City city
Telephone (213) 272-0502
HOLD HARMLESS AGREEMENT
(to be executed by insured)
The insured ° aigrees to protect, defend; indemnify,save, and hold harmless the City of Huntington Beach its
officers, agents, and employees against any liability, loss, damage,cost, or expense by reason of any and all liability, suits,claims,
demands, judgments and causes of action caused by insured, his employees,agents or any subcontractor or by any third party arising
out of or in consequence of the performance of all or any operations or activity for which this certificate of insurance is furnished.
`(1)Sole Proprietorship (2)Partnership (31 Corporation (A)Other(state) '
HOLD HARMLESS SIGNED: 81,Insured: Title
(All names shall be printed or typed By Insured: Title
below oaclh signature.)
If Corporation,TWO Officers must sign,or present evidence of Withorization to bind Corporation.
I�
WORKERS' COMPEJWTION AND EMPLOYERS.LIAB Y INSURANCE POLICY
INFORMATION PAGE FORM NUMBER: WC 00 00 O1
L`1 FREMONT INDEMNITY COMPANY COMSTOCK INSURANCE COMPANY
NEW POLICY NO: WN85-333924-01
NON PARTICIPATING
to THE Ii`sURED ANO MAILING ADDRESS.
UNITED: STATES`' ESCRO'"q CO* & OR ALERT
SEE EXTENSION SCHEDULE A ENTITY: CORPORATION
8121 FLOREtNCE AVEo
00'4NEY CA 90240
BUREAU:
OTHcR WORKPLACES NOT SHOWN ABOVE:
15545 BELLFLOWER BLVD= OFFICE: ANGELES
SELLFLOVIER CA 00000
PRODUCER: GEORGE ELKINS COMPANY PRODUCER CODE: 3498/100
AGENCY BILL
20 POLICY PERIOD: FROM 06-01-85 TO 06-01-86
12:01 A®Ma STANDARD TIME AT THE INSURED'S MAILING ADDRESS®
3. COVERAGE:
Aa WORKERS' COMPENSATION INSURANCE: PART ONE OF THE POLICY APPLIES TO THE
W'„iKERS' COMPENSATION LAWS OF THE STATES LISTED HERE: CALIFORNIA
Be EMPLOYERS' LIABILITY INSURANCE: PART TWO OF THE POLICY APPLIES TO WORK
IN cACH STATE LISTED IN ITEM 3oA4 THE LIMtITS OF OUR LIABILITY UNDER
PART TWO ARE:
PODILY INJURY BY ACCIDENT: $100,000 EACH ACCID,
BODILY INJURY BY DISEASE: $10C'000 EACH EMPLOYE,
BUDILY INJURY BY OTSEASE: S500000 POLICY LIMIT
Co 9THER STATES INSURANCE: PART THREE OF THE POLICY APPLIES TO ALL THE
STATES IF ANY? LISTED HERE: ..{ONE
D* THIS POLICY INCLUDES THESE ENDORSEMENTS AND SCHEDULES: SCHEDULE: A
ENDORSEMENTS: O1.WC9906019 02.WC990301i '3eWC990302
4o THE P 'L-MIUM FOR TI4IS POLICY WILL BE DETERMINED BY OUR MANUALS OF rRULES4
CLASSIFICATIONS? RATES AND '.EATING PLANS ALL INFORMATION REQUIRED BELOW IS
SUBJECT TO VERIFICATION AND CHANGE BY AUDIT:
PREMIUM BASIS: PREMIUM BASIS = TOTAL ESTIMATED ANNUAL REMUNERATIONa
RATE _ FATE PER 5100 <'JF REMUNERATIONn EAP = ESTIMATED ANNUAL PREMIUM.
PREMIUM
STo C',1DE CLASSIFICATION BASIS RATE EAP
-- ----- -------------------------------- ---- ---------- ----- ----------
CA 8742A SALESMEN? COLLECTORS OR MESSENGERS— 44?000 1*02 4A3
OUTSIDE*
CA 8010A CLERICAL OFr-ICE EMPLOYEES--NoOoCm 1069518 056 596
rtrtG,A:ppI.L igqitb.,T t 0j
By:
Deputy City AtLc ;
MINIMUM DEPOSIT DEPOSIT TRANSFER ADDITIONAL TOTAL ESTIMATED
PREMIUM PREMIUIN FROM'M, DEPOSIT DUE ANNUAL PREMIUM
$3 50 ------- �-----�--— --�-- — -------- -- - -- — 4
PAYROLL REPORTING AND PREMIUM ADJUSTMENT PEsRTOO:
INSTALLMENT BILLING:
PAYROLL REPORTING FREQUENCY: SF_MI ANNUAL
COUNTERSIGNED AT LOS ANGELES? CALIFORNIA ON 05-29-85 BY: EpWAF#PJ.LE ER,SECRETARY J.
m"No.LUMN 31,h•C. 1144) _ �Home Offices—Los Angeles,California INS31RM
WORKERS' COPAPE TION AND EMPLOYERS LIABWY INSURANCE POLICY
EXTENSION SCHEDULE FORM NUMBER: WC 00 00 01
FREMONT INDEMNITY COMPANY �COMSTOCK INSURANCE COMPANY
NEW
SCHEDULE: A
POLICY NUMBER: WN65-33392It-01 PAGE 1
POLICY PERIOD: 06-01-85 TO 06-01-86 EFFECTIVE DATE: 06-01-85
INSURED: UNITED STATES ESCROW C09 & OR ALERT ISSUED DATE: 05-Z9-85
THE INFORMATION PAGE IS EXTENDED AS FOLLOWS:
ITEM to INSURED NAME:
UNITED STATES ESCROW CO® & OR ALERT
ESCROWS A CA* CORP u/ OR AM.ERICA4.A CAo
CDRPn
PRODUCER: GEORGE ELKINS COMPANY
CODE: 34981100 EawA�a�.L(EBER SECRETARY
srucs<yo,utd ssr M.a rrr-ea H,4ma LSifttes�•-Los Angstes,California iPd�tFE�
WORKER'S C04FNSATION AND EMPLOYERS LIABf INSURANCE POLICY�--------
FORM NUMBER:WC 89 b3 02
®FREMONT INDEMNITY COMPANY E]COMSTOCK.'INSURANCE C,j]VPANY
i'OLICY NUMBER: WN-85-333924 ENDORSEMENT NUMBER. 3
POLICY PERIOD: 06-01-85 TO 06-•01-86 ISSUE DATE: 05-17-85
INSURED: UNITED STATES ESCROW CO. QOR ET AL EFFECTIVE DATE: 06-01-$5
OFFICERS AND DIRECTORS COVERAGE/EXCLUSION ENDORSEMENT—CALIFORNIA
I f the employer named in Item 1 of the Information Page is a private corporation whose officers and directors are
the sc`e shareholders,this policy applies to all such officers and directors,as employees,except those excluded below or
named as excluded in Item 4 of the Information Page.
Officers and Directors Excluded Title
MELVIN PARSON PRESIDENT
a
The premium basis for this policy Includes the entire remuneration of each covered off lcer or director,subjectto a
minimum remuneration of$11,700 per annum and a maximum remuneration of$39,000 per annum for each.such
covered officer or director.A minimum premium charge of$150.00 shall be assessed for each such covered persona
THE FOLLOWING SPACES ARE TO SE COMPLETED ONLY IFTHiS ENDORSEMENT IS NOT ATTACHEDTO
THE POLICY WHEN iSSUED.
ACCEPTSO AND AGREED TO at
(Name of corrorNe Insured)
this day of i9 by
(Nome and Title oiAtticer)
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise
stated.
PRODUCER: GEORGE ELKINS Co. COUNTERSIGNED BY:
CODE: 3498J100/1
v� Edward J.Lieber,Secretary
s HOME OFFICES-LOS ANGELES,CALiFORNIA;,