HomeMy WebLinkAboutPun Group LLP - 2019-04-22PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
PUN GROUP LLP
FOR
AGREED -UPON PROCEDURES CASH BALANCE ALLOCATION SERVICES FOR THE
PUBLIC CABLE TELEVISION AUTHORITY
THIS AGREEMENT ("Agreement") is made and entered into by and between the City of
Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as
"CITY," and Pun Group LLP, a Limited Liability Partnership, hereinafter referred to as
"CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to perform an agreed
upon procedure of Public Cable Television's Authority's cash balance and determine how
PCTA's cash should be allocated to member cities; 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:
1. 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 Frances Kuo who shall represent it and be its
sole contact and agent in all consultations with CITY during the performance of this Agreement.
agree/surfnet/professional svcs to $49
10115
19-7453/200449 1 of 11
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 on ,�' ri , 20 (the "Commencement Date"). This Agreement
shall automatically terminate three (3) years from the Commencement Date, unless extended or
sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no
later than 1 year from the Commencement Date. 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.
In the event the Commencement Date precedes the Effective Date,
CONSULTANT shall be bound by all terms and conditions as provided herein.
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 "B,"
which is attached hereto and incorporated by reference into this Agreement, a fee, including all
costs and expenses, not to exceed Twenty Two Thousand Five Hundred Dollars ($22,500).
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
agree/surfnet/profession al svcs to $49
10115
19-7453/200449 2 of 11
work only after receiving written authorization from CITY. Additional 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 "B."
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.
8. 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 (or alleged 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 approve selection of CONSULTANT's counsel. This
indemnity shall apply to all claims and liability regardless of whether any insurance policies are
agree/surfnet/professional svcs to $49
10115
19-7453/200449 3 of 11
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 without the express written consent of CITY; however
an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. 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.
If CONSULTANT fails or refuses to produce or maintain the insurance required
by this section or fails or refuses to furnish the CITY with required proof that insurance has been
procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to
agree/surfnet/professionalsvcs to $49
10115
19-7453/200449 4 of 11
forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be
paid for its time and materials expended prior to notification of termination. CONSULTANT
waives the right to receive compensation and agrees to indemnify the CITY for any work
performed prior to approval of insurance by the CITY.
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. 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.
agree/surfnet/professional svcs to $49
10115
19-7453/200449 5 of 11
1 1. 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 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.
agree/surfnet/professionalsvcs to $49
10/15
19-7453/200449 6 of 11
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.
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: Dahle Bulosan
2000 Main Street
Huntington Beach, CA 92648
agree/surfnet/professional svcs to $49
10/15
19-7453/200449
7ofII
TO CONSULTANT:
Frances Kuo
The Pun Group LLP
200 E. Sandpointe Ave., Suite 600
Santa Ana, CA 92707
17. CONSENT
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.
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
agree/surfnet/professional sves to $49
10115
19-7453/200449 8 of 11
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 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 party 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.
agree/surfnet/professional svcs to $49
10/15
19-7453/200449 9 of I I
24. ATTORNEY' S FEES
In the event suit is brought by either party to construe, interpret and/or enforce the
terms and/or provisions of this Agreement or to secure the performance hereof, each party shall
bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its
attorney's fees from the nonprevailing party.
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. SIGNATORIES
Each undersigned represents and warrants that its signature hereinbelow has the
power, authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify CITY fully for any injuries or damages to CITY in the event that such
authority or power is not, in fact, held by the signatory or is withdrawn.
28. 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 party or anyone acting on that party's
behalf, which are not embodied in this Agreement, and that that party has not executed this
agree/surfnet/professional svcs to $49
10115
19-7453/200449 10 of 11
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 supersede all prior understandings and agreements whether oral or in writing
between the parties respecting the subject matter hereof.
29. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City Attorney.
This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by and through their authorized officers.
CONSULTANT,
Frances Kuo
Pun Group L P
By: rr
I F'an« r 1 KU u
print name
ITS: (circle one) Chairman/President/Vice President
AND
By:
tt.
/V(, Jes�2ree�
print name
ITS: (circle are) Secretary/Chief Financial Officer/Asst.
Secretary — Treasurer
agree/surfnet/professional Svcs to $49
10/15
19-74531200449
11 of 11
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
California
Director/Chief
(Pxrsuant To HBMC §3.03.100)
APPROVED AS TO FORM:
City Attorney
Date
RECEIVE AND FILE:
Date
City Clerk
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 supersede all prior understandings and agreements whether oral or in writing
between the parties respecting the subject matter hereof.
29. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City Attorney.
This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by and through their authorized officers.
CONSULTANT,
Frances Kuo
Pun Group LLP `
By:
print name
ITS: (circle one) Chairman/President/Vice President
AND
By: 4 4KY /4 ,
t
print nam
ITS: (ci •cle one) Secretary/Chief Financial Officer/Asst.
Secretary — Treasurer
agree/sur6iet/professionalsvcs to $49
l0/15
19-7453/200449
11 of 11
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
California
Director/Chief
(Pursuant To HBMC §3.03.100)
APPROVED AS TO FORM:
City Attorney AA
Date
RECEIVE AND FILE:
Date
City Clerk
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 supersede all prior understandings and agreements whether oral or in writing
between the parties respecting the subject matter hereof.
29. EFFECTIVE DATE
This Agreement shall be effective on the date of its approval by the City Attorney.
This Agreement shall expire when terminated as provided herein.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by and through their authorized officers.
CONSULTANT,
Frances Kuo
Pun Group LLP
print name
ITS: (circle one) Chairman/President/Vice President
AND
�0
print name
ITS: (circle one) Secretary/Chief Financial Officer/Asst.
Secretary — Treasurer
agree/surfnet/professional svcs to $49
10115
19-7453/200449
11 of 11
CITY OF HUNTINGTON BEACH,
a municipal corporation of the State of
California ,
"/ Director/Chief
(Pursuant To HBMC §3. 03.100)
APPROVED AS TO FORM:
RECEIVE AND FILE:
City Clerk
Date
EXHIBIT A
City of Huntington Beach
Agreed Upon Procedure to Determine Cash Balance Allocation
for the Public Cable Television Authority
Scope of Work
Background
The City of Huntington Beach is requesting proposals for "Agreed Upon Procedure to Determine Cash
Balance Allocation Services" to perform an agreed upon procedure of Public Cable Television Authority's
(the Authority or PCTA) cash balance and determine how PCTA's cash should be allocated to member
cities.
PCTA is a public entity created in 1971 pursuant to a joint powers agreement between the Cities of
Fountain Valley, Westminster and Huntington Beach (member cities). In 1981, the City of Stanton was
admitted as a member of the Authority. The Authority was created to manage the cable television and
video provider franchising for all the member cities. In addition, PCTA produces local, exclusive television
programming for the residents and communities of the member cities.
The City of Huntington provided PCTA with a notification to terminate its membership in the Authority
effective July 22, 2019. As part of the transition, the City of Huntington Beach requires an analysis of
PCTA's cash activities from July 1, 2006 to present to determine the allocation of PCTA's cash and
investment balance of its member cities. PCTA has $2,742,214 in cash and investments as of its most
recent audit (fiscal year ended June 30, 2017). A significant portion of the cash and investment balance
is attributed to Public, Education and Government (PEG) support fees.
With the passage of California Assembly Bill 2987, the Digital Infrastructure and Video Competition Act of
2006 (DIVCA) into law, PCTA was able to require video service providers such as Verizon, AT&T and Time
Warner to pay PEG support fees to the Authority. PCTA uses the PEG support fees to pay for the costs
associated with the PEG access channel.
Scope of Work
• Conduct an Agreed Upon Procedure to analyze PCTA cash and investments from January 2007 to
present to determine the allocation of PCTA's cash and investment balance of its member cities.
• Determine revenue receipts allocated by member cities. Revenues not attributed to a member
city should be allocated by the same percentage of the revenues received in that same year.
• Determine expenditures allocated by member cities. Expenditures not attributed to a member
city should be allocated by the same percentage of the revenues received in that same year.
• Revenues and expenditures should be split into two categories - PEG and Non -PEG.
EXHIBIT "B"
Payment Schedule (Fixed Fee Payment)
1. CONSULTANT shall be entitled to monthly progress payments toward the fixed fee
set forth herein in accordance with the following progress and payment schedules.
2. Delivery of work product: A copy of every memorandum, letter, report, calculation
and other documentation prepared by CONSULTANT shall be submitted to CITY to demonstrate
progress toward completion of tasks. In the event CITY rejects or has comments on any such
product, CITY shall identify specific requirements for satisfactory completion.
3. CONSULTANT shall submit to CITY an invoice for each monthly progress payment
due. Such invoice shall:
A) Reference this Agreement;
B) Describe the services performed;
C) Show the total amount of the payment due;
D) Include a certification by a principal member of CONSULTANT's firm that
the work has been performed in accordance with the provisions of this
Agreement; and
E) For all payments include an estimate of the percentage of work completed.
Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making
satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall
approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the
invoice by CITY. Such approval shall not be unreasonably withheld. If CITY does not approve an
invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval and the
schedule of performance set forth in Exhibit "A" may at the option of CITY be suspended until the
parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or
until this Agreement has expired or is terminated as provided herein.
4. Any billings for extra work or additional services authorized in advance and in
writing by CITY shall be invoiced separately to CITY. Such invoice shall contain all of the
information required above, and in addition shall list the hours expended and hourly rate charged for
such time. Such invoices shall be approved by CITY if the work performed is in accordance with the
extra work or additional services requested, and if CITY is satisfied that the statement of hours
worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any
dispute between the parties concerning payment of such an invoice shall be treated as separate and
apart from the ongoing performance of the remainder of this Agreement.
Exhibit B
Rief, Sunny
From: Frances Kuo <Frances.kuo@pungroup.com>
Sent: Thursday, March 14, 2019 9:54 AM
To: Rief, Sunny
Cc: Wuh, Ian
Subject: Quote for Agreed -Upon Procedures
Attachments: Huntington Beach AUP.xlsx
Dear Ms. Rief,
We would like to propose on the Agreed -Upon Procedures for the Public Cable Television Authority based on the below
billing rates, not to exceed $22,500. Attached is the draft spreadsheet, including the preliminary procedures. We are
working closely with the insurance company to get the certificate. I will forward it to you as soon as I receive it. Please
feel free to let me know if you have any questions.
Cost for Additional Professional Services
Below are the Fimt's standard hourly billing rates, delineated by staffing levels:
......................................
Best regards,
Frances Kuo, CPA, CG L4
Partner
The Pun Group LLP
200 E. Sandpointe Ave., Suite 600
Santa Ana, CA 92707
P:949.777.8805
F:949.777.8850
Frances.kuo@pungroup.com
1
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH AND
PUN GROUP LLP
FOR
AGREED -UPON PROCEDURES CASH BALANCE ALLOCATION SERVICES FOR THE
PUBLIC CABLE TELEVISION AUTHORITY
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Table of Contents
Sconeof Services................................................................................................................ 1
CitvStaff Assistance........................................................................................................... 2
Term; Time of Performance................................................................................................ 2
Compensation...................................................................................................................... 2
ExtraWork.......................................................................................................................... 2
Methodof Payment............................................................................................................. 3
Disposition of Plans, Estimates and Other Documents....................................................... 3
HoldHarmless..................................................................................................................... 3
Professional Liability Insurance..............................................................................4
Certificateof Insurance....................................................................................................... 5
IndependentContractor....................................................................................................... 6
Terminationof Agreement.................................................................................................. 6
Assignment and Delegation.................................................................................................. 6
Copyrights/Patents.............................................................................................................. 7
City Employees and Officials.............................................................................................. 7
Notices....................................................................................................................7
Consent................................................................................................................................ 8
Modification........................................................................................................................ 8
SectionHeadings................................................................................................................. 8
Interpretation of this Agreement......................................................................................... 8
DuplicateOriginal............................................................................................................... 9
Immigration.......................................................................................................................... 9
Legal Services Subcontracting Prohibited........................................................................... 9
Attorney's Fees..................................................................................................................... 10
Survival................................................................................................................................ 10
GoverningLaw..................................................................................................................... 10
Signatories............................................................................................................................ 10
Entirety................................................................................................................................. 10
EffectiveDate................................................................................. I I
®®
Ci CERTIFICATE OF LIABILITY INSURANCE
DATE (MMIDDlYYYY)
3/14/2019
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 poiicy(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
Wood Gutmann &Bogart
15901 Red Hill Ave., Suite 100
Tustin CA 92780
CONTACT
NAME: Connie .lOneS
PHONE[AIC No 714-505-7000 FAX:.No): 714-573-1770
E-MAIL
DDRESS: connie w bib.com
INSURERS AFFORDING COVERAGE
NAIC N
INSURER A: TRAVELERS CAS INS CO OF AMER
19046
INSURED PUN&M-1
The Pun Group, LLP
200 East Sandpointe Avenue, Suite 600
Santa Ana CA 92707
INSURER B : Travelers Property Casualty Co of Amer
25674
INSURER c : Argonaut Insurance Company
INSURER D : Travelers Cas Ins. Co. of Amer
INSURER E :
INSURER F
COVERAGES CERTIFICATE NUMBER: 1982459678 REVISION NUMBER:
vTHIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
TYPE OF INSURANCE
ADDL
SUBR
NUMBER
POLPCLICY
MwoorrYYYY
MMIDD LICY EXP
LIMITS
A
X
COMMERCIAL GENERAL LIABILITY
6807G592120-19
3/1/2019
311/2020
EACH OCCURRENCE
$2,000,000
CLAIMS -MADE a OCCUR
AMAGETO RENTED
PREMISES Ea occurrence
$300,000
MED EXP (Any one person)
$ 5,000
.............. .
PERSONAL & ADV INJURY
$2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE
$4,000,000
PRODUCTS -COMPIOPAGG
$4,000,000
POLICY JECOT LOC
OTHER'
D
AUTOMOBILE LIABILITY
BAK4678831942
3,112019
311/2020
COM BINED SINGLE LIMIT
Ea accident
$
1,000,000
BODILY INJURY (Per person)
$
ANY AUTO
BODILY INJURY (Per accident)
$
ALL OWNED SCHEDULED
AUTOS AUTOS
NON -OWNED
XHIRED AUTOS X AUTOS IPeracciden
PROPERTY DAMAGE
$
B
UMBRELLA LIAR
X
OCCUR
CUP41-125314819-42
3/W019
3/1/2020
EACH OCCURRENCE
$1.000,000
AGGREGATE _
61,DD0,000
EXCESS LIAB
CLAIMS -MADE
DED I I RETENTION $
$
B
WORKERS COMPENSATION
U83K65340119-42
31112019
3111-020
X STATUTE ERH
E.L. EACH ACCIDENT
$ 1,000.000
AND EMPLOYERS' LIABILITY Y I N
ANY PROP RIETORIPARTN ERIEXECUTI VE
E.L. DISEASE - EA EMPLOYE
$ 1,000,000
EXCLUDED? ❑
(Mandatory In NH)
NIAOFFICER/MEMBER
E.L. DISEASE - POLICY LIMIT
1 $ 1,000,00o
If yes, describe under
DESCRIPTION OF OPERATIONS below
C
E&O
121APLOOD334800
3/112019
3/112020
3,0WQ0D0 agg 1,000,000
Re" 12129/11
,d
The City, it's officers, elected or appointed officials, employees agents, and volunteers are named as addi)�'p�{OMontract agreement and the
DESCRIPTION OF OPERATIONS I LOCATIONS 1 VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it more spA�LMAEL
attached form #CGD1050494
By:
E. GATE
CITY ATTORNEY
CITY OF Huii-- INGTON BEACH
GEKTIFIGAIt HULULK
City of Huntington Beach
2000 Main Street
Huntington Beach CA 92648
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED
'REPRESENTATIVE
(v itstso-LU-14 AI,umi_) I.V Rr'VRHf IVty. nu nynw IC0C1 VCU,
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - OWNERS, LESSEES
OR CONTRACTORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PROVISIONS:
1. WHO IS AN INSURED (SECTION 11) is amended
to include as an insured any person or organiza-
tion (called hereafter "additional insured") whom
you have agreed in a written contract, executed
prior to loss, to name as additional insured, but
only with respect to liability arising out of "your
work" or your ongoing operations for that addi-
tional insured performed by you or for you.
2. With respect to the insurance afforded to Addi-
tional Insureds the following conditions apply
a. Limits of Insurance — The following limits of
liability apply:
1. The limits which you agreed to provide;
or
2. The limits shown on the declarations,
whichever is less.
b. This insurance is excess over any valid and
collectible insurance unless you have agreed
in a written contract for this insurance to
apply on a primary or contributory basis,
3. This insurance does not apply:
a. on any basis to any person or organization
for whom you have purchased an Owners
and Contractors Protective policy.
b. to "bodily injury," "property damage," "per-
sonal injury," or "advertising injury" arising
out of the rendering of or the failure to render
..........
any professional services by or for you, in-
.
cluding:
1. The preparing, approving or failing to
prepare or approve maps, drawings,
opinions, reports, surveys, change or-
ders, designs or specifications; and
2. Supervisory, inspection or engineering
services.
CG D1 05 04 94 Copyright, The Travelers Indemnity Company, 1994. Page 1 of 1
Includes Copyrighted Material from Insurance Services Office, Inc.