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HomeMy WebLinkAboutC2009-391 - 6/24/2009 - NA JRIGINAL STATE OF TEXAS CITY OF CORPUS CHRISTI SERVICES AGREEMENT This Agreement is entered into by and between the CITY OF CORPUS CHRISTI ("City"), a Texas home rule municipal corporation and political subdivision of the State of Texas, and The Retirement Store, ("Consultant"). WHEREAS, the City desires to employ an independent benefits consultant to provide advice to the City for employee Deferred Compensation Plan management, and to act as its representative with third party providers and other parties, as needed; and WHEREAS, at the request of the City, Consultant submitted a Proposal, (the Consultant's Proposal") attached and incorporated herein as Exhibit "A"; and WHEREAS, the City selected the Consultant as qualified to provide these Services, Consultant desires to enter into a contract with the City to provide these Services for the City; NOW, THEREFORE, the parties agree as follows: 1. Scone of Services: The Consultant shall perform the Services regarding the City's Deferred Compensation Plan benefits as more specifically described in the Consultant's Proposal attached and incorporated as Exhibit "A" (the "Services"). Consultant agrees that the Services performed by Consultant, its employees, agents and subcontractors, will be of a high quality and performed in a professional manner in accordance with industry standards and practice. Consultant shall comply with x.11 relevant federal, state and local laws and regulations. 2. Term /Time of Performance: The duties of the Consultant shall commence on June 15, 2009. The project conclusion date is estimated to be at or around September 30, 2009. This Agreement may be amended, extended or renewed by written agreement of both parties as set forth in Section 10(g) of this Agreement. 3. Compensation and Method of Payment: 3.1 In consideration of Consultant's performance in a satisfactory and efficient manner, as determined solely by City's Human Resources Director (Director), of all services and activities set forth in this Agreement, City agrees to pay Consultant in the amount of twenty-four thousand and five hundred dollars ($24,500) for said services. Total compensation to be paid by City to Consultant under this Agreement shall not exceed twenty-seven thousand dollars ($27,000). ~ ~ "i'hP City agrees that any travel expenses incurred by Consultant pursuant 2009-391 shall be the responsibility of Consultant to pay, and that any such 06/24/09 The Retirement Store travel expenses shall be reimbursed by City to Consultant, upon providing receipts and documentation confirming the expenses. 3.3 Final acceptance of work products and services require written approval by City. The approval official shall be the Director of Human Resources. Payment by City will be made to Consultant upon receipt of an itemized invoice to City from Consultant, and following written approval of the fmal work products and services by the Director. Consultant shall submit invoices for all Services rendered to the Director, which invoices shall be paid within 30 days following receipt. City shall not be obligated or liable under this Agreement to any party, other than Consultant, for the payment of any monies or the provision of any goods or services. 4. Project Manager: The City's Director of Human Resources is the project manager for this project. The Project Manager will monitor the Consultant's technical progress, provide evaluation as required, assist the Consultant in the resolution of technical problems, approve and sign status reports and invoices. 5. Independent Contractor: It is expressly understood and agreed by and between the parties that Consultant is hired and engaged as an independent contractor and is not an officer, agent or employee of the City. This Agreement shall not create the relationship of employer and employee, a partnership, or a joint venture between the City and Consultant. Consultant shall be solely liable for and shall pay all applicable sales, use, and other taxes or charges incurred in connection with the Services provided by it. Consultant shall be solely liable for and shall pay all costs of conducting its business, including but not limited to any applicable city, City, state or federal licenses, permits, taxes or assessments of any kind and conditions of employment of its employees, agents, and subcontractors. 6. Termination of Agreement: Each party has the right to terminate this Agreement for any reason whatsoever upon 30 days written notice to the other party. Costs appropriately incurred for Services rendered prior to the effective date of any notice of termination will be reimbursed. Upon termination of this Agreement, each party shall promptly return to the other all data, materials and other property of the other held by it. 7. Insurance: Consultant agrees to obtain and maintain the required levels of insurance shown on Exhibit "B." 8. INDEMNITY -CONSULTANT'S COVENANT TO INDEMNIFY CITY.• The Consultant, The Retirement Store, their corporate partners, managers, affiliates, officers, agents employees, representatives, subcontractors ("Indemnitors') hereby release the City of Corpus Christi, its officers, agents, employees, and representatives ("Indemnitees') from, and agrees to indemn~ and hold Indemnitees harmless against,. any claims, demands, 2 damages, costs, and expenses for injury or damage or loss of any kind to the person or property of Consultant, Indemnitees or any other party arising out of the Consultant's performance of this Agreement or of any of its agents, employees, licensees, or invitees, as well as claims based on the conduct of the Consultant, the Consultant's agents, representatives, Consultants, employees, subtenants, concessionaires, invitees, or licensees. This release and indemnification specifically includes any and all claims and/or demands resulting from this Agreement, including, but not limited to, those based on criminal acts, acts of negligence, copyright actions, and contract actions. If any action or proceeding is brought against any Indemnitees by reason of any such claim, the Consultant, on notice from the City, shall investigate and defend the claim, action, or proceeding at sole cost of Consultant, with counsel satisfactory to the City Attorney. 9. Qwnershia and License Rights to Materials and Information: The City shall hold and retain all intellectual property rights, including copyright and moral rights, in all materials created. for the project by the City or Consultant or jointly created by both the City and Consultant for the Project ("Materials"). The City grants Consultant a nonexclusive, royalty-free, and revocable license to use the Materials, provided that such use is consistent with the terms of this Agreement, including its confidentiality provisions. The data collected during the Term of this Agreement in connection with the Services may be recorded in a database. If so, the City shall own all right in the database, provided, however, that the City shall grant CONSULTANT a nonexclusive, royalty-free and revocable license to use the database solely for purposes consistent with this Agreement. Upon termination of this contract, Consultant shall destroy or return to City all copies of the database, including data that is in the possession of subcontractors or agents of Consultant. In the event that Consultant determines that returning or destroying the data is not feasible, Consultant shall provide to the City notification of the conditions that make return or destruction infeasible. 10. Conflicts of Interests: Neither CONSULTANT nor any of its owners or other principals will directly act as an insurance broker or representative for [or indir~tly for compensation of any kind for the ~neft u~ ~~;~ ;~c,.u*....nce company or other organization engaged in selling insurance policies, annuities, or other products under any of the Plans to any CITY employees. Rlntl~t;nrr c}s~t~ll nrn3~;~a~t T'fIAT~~ iT T ~ ~`T` ~=rnm at~t;n~ ~c ~n ~nc~-x°xr~n`a nmL ¢r suss representative for any insurance company or other organization in the sale cif insurance g;' ~~~_ u~9~{`~%~ € ~tts~r nsrr3~~s-tc tn• tsi rrstr i '#~~ ~mnFn~;~ #n ~x:Fsrm ns t : ~is#sreca `.-~'?,~',_s;ayY, ' ::~~;~t:l,~~"~:'; ~ ay ~?r~?~er ~ ~~',re:'3i~i:S~~l st~1Q ai3~' ~{;C~:~Jn ~U~a,~3~ pru~~ ull~~r any of the Plans, under athird-party plan, or otherwise [with CONSULTANT to disclose in writing to CITY the identity of all such persons]; (ii) any CITY employee who is referred to CONSULTANT by a third party without any direct or indirect solicitation by CONSULTANT; or (iii) third persons other than CITY or CITY employees. CONSULTANT shall also disclose in writing to CITY the identity of each insurance company or other organization in the sale of insurance policies, annuities, or other products for whom CONSULTANT acts as broker or representative from time to time, and shall specifically disclose in writing to CITY its relationship with any such company or organization when CONSULTANT knows such company or organization makes bids or proposals to CITY. 11. General Provisions: (a) Sole agreement: This Agreement, including the Consultant's Proposal, is the entire Agreement between the parties. (b) Severability: If any part of this Agreement is held unenforceable, the rest of the Agreement will continue in full force and effect. (c) Applicable law: This Agreement will be governed by the laws of the State of Texas and exclusive venue shall in Nueces County, Texas. (d) Representations: Consultant represents that the Consultant has the authority to enter into this Agreement and to perform all obligations hereunder. (e) Notices: All notices and other communications given in connection with this Agreement shall be in writing and sent by certified mail, return receipt requested, or other traceable method of delivery. Notices shall be deemed given if and when delivered personally (with receipt acknowledged) or otherwise actually received by the intended recipient, or three (3) days after mailing the same (by certified mail, return receipt requested) with proper postage prepaid, or when sent by a commercial courier service (such as Federal Express or DHL Worldwide) for expedited delivery, to be confirmed in writing by such courier. f ~ Cuy: City of Corpus Christi Attn: Cynthia Garcia, Director of Human Resources City Hall Bldg, 2"d floor Human Resources Dept 1201 Leopard Street Corpus Christi, Texas 78401 or/ PO Box 9277 Corpus Christi, Texas 78469-9277 tel: (361) 826 - 3315 4 with copy to: fax: (361) 880-3322 City of Corpus Christi Attn: Joan A. McKaughan, Assistant Director of Human Resources City Hall Bldg, 2°d floor Human Resources Dept 1201 Leopard Street Corpus Christi, Texas 78401 or/ PO Box 9277 Corpus Christi, Texas 78469-9277 tel: (361) 826 - 3306 fax: (361) 826-4542 if to Consultant: Al DiCristofaro The Retirement Store 10305 Yucca Drive tel: (512) 291-2228 fax: (512) _ - (f) Assignment: Consultant may not assign its rights or obligations under this Agreement without City's prior written consent. (g) Amendment. This agreement may not be amended or modified except by a writing executed by both parties hereto. (h) Exhibits. The following Exhibits are included in this Agreement as though fully set forth herein: Exhibit A Proposal submitted to City by Consultant Exhibit B -Insurance Requirements IN WITNESS HEREOF, the parties have executed this agreement on the a~ day of Su it1,E- , 2009. City: THE CITY OF CORPUS CHRISTI By: ~, ~" C 'a Garcia Director of Human Resources Consultant: ~,d >'SiCristofaro President 5 STORE _~ _, CITY OF CORPUS CHRISTI DISCLOSURE OF INTERESTS City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the City to provide the following information. Every question~~st be answered! If the question is not applicable, answerwith "NA". FIRM NAME ~~ Imo! /~F~/11~c.~J OIP.~ , 1~11/C. STREET: r ~ 3D.5 ~~ ~R- CITY: iTl~ S~/V~ I X. ZIP: FIRM is: 1. Corporation ~ 2. Partnership 3. Sole Owner 4. Association 5. Other DISCLOSURE QUESTIONS If additional space is necessary, please use the reverse side of this page or attach separate sheet. 1. State the names of each "employee" of the City of Corpus Christi having an "ownership interest" constituting 3°~ or more of the ownership in the above named "firm". Name ,, rra~yy,,,, (( Job Title and City Department (if known) `WNF 2. State the names of each "official" of the City of Corpus Christi having an "ownership interest" constituting 3°~ or more of the ownership in the above named "firm". Name Title ~~ 3. State the names of each "board member" of the City of Corpus Christi having an "ownership interest" constituting 3°~ or more of the ownership in the above named "firm". Name Board, Commission or Committee ~~~ 4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi who worked on any matter related to the subject of this contract and has an "ownership interest" constituting 3°~ or more of the ownership in the above named "firm". ame Consultant ! ~ 5 7Z~Fa~y [ Ili- (t~l %~ ~ ~~., J~~I%.. CERTIFICATE I certify that all information provided is true and correct as of the date of this statement, that I have not knowingly withheld disGosure of any information requested; and that supplemental statements will be promptly submitted to the City of Corpus Christi, Texas a than s occu ~I Certifying Person: ( ~S( ~1'd!~ Title: '! Kit (7~N, Signature of Certifying Date: DEFINITIONS a. "Board Member". A member of any board, commission or committee appointed by the City Council of the City of Corpus Christi, Texas. b. "Employee°. Any person employed by the City of Corpus Christi, Texas, either on a full or part time basis, but not as an independent contractor. c. "Firm". Any entity operated for economic gain, whether professional, industrial or commercial and whether established to produce or deal with a product or service, including but not limited to, entities operated in the form of sole proprietorship, as self-employed person, partnership, corporation, joint stock company, joint venture, receivership or trust and entities which, for purposes of taxation, are treated as non-profit organizations. d. "Official°. The Mayor, members of the City Council, City Manager, Deputy City Manager, Assistant City Managers, Department and Division Heads and Municipal Court Judges of the City of Corpus Christi, Texas. e. "Ownership Interest". Legal or equitable interest, whether actually or constructively held, in a firm, including when such interest is held through an agent, trust, estate or holding entity. "Constructively held" refers to holding or control established through voting trusts, proxies or special terms of venture or partnership agreements. f. "Consultant". Any person or firm, such as engineers and architects, hired by the City of Corpus Christi for the purpose of professional consultation and recommendation. OP ID AF .~COR~ CERTIFICATE OF LIABILITY INSURANCE DATE(MMlDD1YY1'Y) ~ RETIR-2 08/07/09 PROD R THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Frost Insurance -Austin HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 401 Congress Ave. Ste 1400 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Austin TX 78701 Phone:512-473-4520 Fax:512-473-4555 INSURERS AFFORDING COVERAGE NAIC# INSURED INSURER A: HCC Specialty Ins CO INSURER B: The Retirement Store INSURER C 10305 Yucca Drive Austin TX 78759 INSURER D INSURER E: GoVERAGES 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 CONTRACTOR 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER DATE {MMIDDIYYYYJ DATE {MM/DDIYYI'Y) LIMITS GENERAL LIABILITY EACH OCCURRENCE COMMERCIAL GENERAL LIABILITY PREMISES (Ea occurence) $ CLAIMS MADE ~ OCCUR MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRO PRODUCTS - COMPlOP AGG $ - POLICY JECT LOC AUT OMOBILE LIABILITY COMBINED SINGLE LIMIT $ ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) HIRED AUTOS BODILY INJURY $ NON-OWNED AUTOS (Per accident) PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY. AGG $ EXCESS 1 UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR ~ CLAIMS MADE AGGR EGATE $ DEDUCTIBLE RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y 1 N TORY LIMITS ER ANY PROPRIETOR/PARTNER/EXECUTIVE ^ OFFICERlMEMBER EXCLUDED? E.L. EACH ACCIDENT $ (Mandatory in NH) If yes describe under E.L. DISEASE - EA EMPLOYEE $ , SPECIAL PROVISIONS below E.L. DISEASE -POLICY LIMIT $ OTHER A Professional 570910197 04/13/09 04/13/10 Liability 1,000,000 Retention 2,500 DESCRIPTION OF OPERATIONS I LOCATIONS f VEHICLES I EXCLVSIONS ADDED BY ENDORSEMENT 1 SPECIAL PROVISIONS Project: The City of Corpus Christi Deferred Compensation Plan RFP CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of Corpus Christi Attn: Joan Mclitaughan, Asst. Director of Human Resources 1201 Leopard Street (Corpus Christi TX 78401 ACORD 25 (2009101) RD CORPORATION. All rights reserved. CORPUSC ~ DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 1 O DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, RS AGENTS OR REPRESENTATIVES. The ACORD name and logo are registered marks of ACORD IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). 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). DISCLAIMER This Certificate of Insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. AI.VRY LJ ~LVV9IV 1 f .~ '°c~ 1°~ CERT~~ICATE IMF L,~.A~ILITY INSURANCE DpT~~,~,~aYYYY> oa~os~zoos PRODUCER L1NCA DOSS AGENT THIS CERTIFICATION 13 ISSUED AS A MATTER OF iNFORINATION ONLY ANT) CONFERS NO RIGHTS UPON THE CERTIFICATE STAt~ FARM INSUFtAN~E HOI,pER. THIS CERTIFICATE DOES NQT AKAEND, EXTf:ND QR w---• 9222-C W pARMER LANE AL'T'ER THE COIIERACiE gFFORDED BY THE POLICIES BELOW. AUSTIN TX 78717 INSURERS A~QRDING COVEI2a,GE NAIG ~ INauaeD ---- THE RSY'IREMENT STARE, INC IN$uRER A: 5mte Fnrm ueyda aaals 43419 i0S05 YUCCA DR INSUReRa AUSTIN '~X 78759-6825 INSUaER G: INSVRF-R E; ANY REQUIf~EMENT, '~~yj pR CONDmpN OF ANY CONTRac Vale OTHER DOCUMENr wlT}{ RES ~C QRO wH C MAY PERTAIN, TIME INSURANCE AFFORDED BY THE POLICIES DESCRIBED HE FEIN IS SUBJECT TO ALL THE TER POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCEI) BY PAID CIAIMS. R NS~R TYPE OF INSURANCE POLN:Y NUMBEp: I`~Y EFFE4Tn/E POLY EXPIRgT-01 Z7117E Mlbfil DA7E MMIDWYTyT GENERALLIAR0.ITY 90-BF-M003.q 01124/,2009 01!24,!2010 X obMMERCInI, 4fENERAL LIABILITY CLAIMS MADE ~ OCCUR BUSIN>:33.OFFIGE GEN'L AOCaREdATE LIMIT APPVES PER; pBLICY PRO- LOC A1ITOMOCi1LL+ LtaE1Lm AN1"AUT6 ALL oU4NF,D A1R69 sGWEDULEb'nUrog HIREb nuTgS NdN-oVITdED nLITgB DARAGE LIABILITY ANY AUTb 7(CE891 UMBRELLA 4ABILITY CCOUR ~' CLAIMS MADE OEDVCTIBLE EMPLaYER9~ueIaluTY - ...~_ ANY PRDPRIETORlPARTNERlEXECUTNE OFFICERRAEM9ER EXCLUDED? Iklendn~ply In NNI IR Yea, aoenlpa unaer ~uaY PERIOD INDICATED, N4TIMThlSTANDING H 7HI5 CERTIFICATE MAY Bt; ISSUED OR MS, EXCLUSrDNS AND CONDmoNS OF SucH I LlMrrs EACH OCCURRENCE S 1,000,000 PREMISES Ea occurenee E MED EXP (Arty ane perean) S S,T1T10 PERSONAL A ADV INJURY a 1,000,000 OENERnLnGGRFGIATE ~ 2,440,000 PRObucTS . CDMPIOP AOG ~ 2.Oeo.aoe coMEINED SINGLE uMlr S (ea aecldenq ®CDILY INJURY S (Per parson) ~~ IL Y I Ry S L ) PROPERTY bAMAGH ~ (P9raeddenl) AUTO ONLY • EA ACCIDENT 2 PTWER THAN ~ ACC A AUTO ONLY: AGG S tpGH ~GCURRENC6 ~ f AGGREpgTE g 8 s TORY~LIMTI $ a E.L.EACNACGIDENT S E.L. DISEASE . EA EMPt.OyE S E.L, bl$EASE -POLICY LIMIT + $ wC~WP'T1DN CP OPERATIONSlLpCAT10HS! VENIGlEg f DICLUSIOTIS WOOED 8Y ISVDOR9EMEW1'! SPECtaL PROvIS10NS THE CITY OF CORPUS CHRISTI DEFERRtIa COMPEENSATICIIN PLAN REP. . CERTIFICATE HQLDSR ~~I;ANCELLATION CITY OF CORPUS CHRIS71 ~ sH01AD aNY aF THE neovE DESDRIeED PoI,tCIE9 6e CANCELLED REF'ORE THE EXPIRAnDN 1201 I-SdPARD St DAB T~~~. TNS ~asulNG nVSURER WILL ENDEAVOR TC MAIL 3~, DAYS WRITTEN CORPUS CHRIST'! tX 7$401 NOTICE TO THE CERTIFICATE ROIAER NAMED TO THE LEFT, BUT FAIWRE TD CO SO SHALL IMPOSE NO OBUbATIpN OR LIABILITY pF ANY KiPfID UPON THE INSURER, ITS AQENT3 OR ACQI2D 25 (2009!01) ~ ~ 1988-2005 AGQ D CQI#pORATIQN. All right9 reserved. 7?le ACORQ name arvd Ipgo are reglstereq marks 4f ACORD 1pp1486 132849.3 ba-06.2009 ~ioi.~l/tUU:i Ul.::y}J i''AJ[ b1E y].M 4A'L!i R'1',4TR): FA.RiI~ IN5 ~U02/002 Sb Policy No, 90-8F-M003-5 6599~F'1~() FE-731x,1 (f2~so) StA7E FA~tM LL,QYDS !NSU~;;ANC~ COMPANY, bALLAS TX ~L.ANIi <sNI~ORSEM~NT Thls endorsement effective A(1G 46 2409 the et~eC~ive hour being the same as that designated in the pollCy to which this endorsemen# is attached, farms a fart of Policy Na. 90-si:-rloa3-5 issued to THE 1~ETSREM1aNT STORE, zNC __„~.. Loan No. ® YOUR PpLICY IS CHANGlr;p AS FOI.I.~~WS: 9 Insured's Name 2 Insured's Address 5 ^ i.ocation 3 ^ Effective fake ~ ^ Construction 4 ^ Expiration Date ~ ^ Mortgagee ar Li>,nholder's Name t3 ^ Mortgagee or Lienhoider's Address 9 ^ Other (Specify) NAME nt: PERSON OR ORCdANIZATZON: •THE CITY OF' CORPUS CHRT5TZ ~?.0:. I,EOPAR I) 5T GOfi.PUS CHRZ.STI TX 78401 WE w,ATVE ANY R,T,GHT QI' RECOV'E'RY @QS MAY HAVE AGi~ATNST THE PEfiSON pR ORGANSZATION SHOWi4 ABOVE 1`SECAUSE Of 1?AYMiw:NTS wE MAKE ERR TN,3i,TF;!r OR 6AI'aAGE AIiIS2PiG OUT OI•' "YOUR wORii" AS 17EFxNFO IN TNF Pt7LTCY, BONE t1NDER CONTRACT wTTH i'HAT FEP;SON OR ORGANIZATION. THE WAIVER APp.L7ES Onrr,Y 7'O THT' Pr;;RSON OR 4RGANTZATZON SH,IWN ASONE. ALL OTHER POLTCX PROVISIONS AppLY. NO CHANGE iN PREMIUM: CMANG~lN~'REMIUM; ^INCREASE ©b~L:REASE ENDORSEMENT PRl~MIUM: FUt.~ TEfiM RREMIUM FOR ENDORSEMI=NT: $ "Minimum premium r-E.72i5.1 (12/90) The fo0owing Form Numbers ar$ attached to and form a part of your policy. The fallowing Form Numbers are voided and no longer form a part of your policy, .. - ^~--•• x~v~ ~.~ V1~ o1V Y.JCV alA1.IS I'!11<Iq i1Vr1 5D Policy Na. 90-BP-M003-5 (~a9~-P120 SECTION Il A~II~ITIQNAL INSURt~b ENbORSEMl;NT policy No.: gp_pF_MOD3~5 Named Insured; THE RETZREMFNT STORE, TNC ~VW~,/OQIG FEeppl .,.~~ III~M~hc Additlottal Insured (include address): ~~ TH$ C]:TY OF CORPUS CHRIS'~1 7,7.02 LEOPARD ST CORPiJ~ CHR;STI rX 78401 WFIO 1S AN 1fu5UliED, under S~CTIOhI it Df=;xIGNATIaW Oi= INSU1~Ep, is arttended fa include as en insured the Additions) Insured shown above, but only to t`+e extent Ihat liability Is imposed an that Additions! Insured solely beceusr~ of your work performed for that Addltibnal insurfit~d shown above, Any insurance provided to the Additional lnsureci shall oni•p apply with respect to a claim made or a suit brought far damages far which you ara provided coverage. The Pr(rnary IRSUrance coverage below applies Manly when hhere is an '7C" in the hox. ^ Printery Insurance_ The insurance rrnvided to ~lhe Additional Insured Shauvn above shall be primary insurance, qny insurance CBrri{ed by tree Additictnai Insured shall be noncontributory with respect to coverage provided to you. AI! athQr policy provisions apply, FE~6pg ~~fn U.S,A, ~R~® CERTIFICATE OF LIABILITY INSURANCE oPID AF DATE (MM/DDmYY) RETIR-2 06 07/09 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE Frost Insurance - Austin HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR 401 Congress Ave . Ste 1400 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Austin TX 78701 Phone: 512-473-4520 Fax: 512-473-4555 INSURERS AFFORDING COVERAGE NAIC # INSURED INSURER A: HCC Specialty Ins CO INSURER B: The Retirement Store INSURER C: 10305 Yucca Drive INSURER D: Austin TX 78759 INSURER E: COVERAGES 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 MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. LTR NSR TYPE OF INSURANCE POLICY NUMBER DATECMM/DDS DATE MM/DDS LIMITS GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY PREMISES (Ea occurence) $ CLAIMS MADE ~ OCCUR MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS -COMP/OP AGG $ POLICY PRO LOC JECT AUT OMOBILE LIABILITY COMBINED SINGLE LIMIT $ ANY AUTO (Ea accident) ALL OWNED AUTOS BODILY INJURY $ SCHEDULED AUTOS (Per person) HIRED AUTOS BODILY INJURY $ NON-OWNED AUTOS (Per accident) ~,(~ ~~t111[~(~ PROPERTY DAMAGE $ V {J (~ 4 ~ (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $ ANY AUTO n{~ t ~~1U~ i1<~ ~ r A 9: OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS /UMBRELLA LIABILITY EACH OCCURRENCE $ OCCUR ~ CLAIMS MADE AGGREGATE $ DEDUCTIBLE $ RETENTION $ $ WORKERS COMPENSATION ' - - TORY LIMITS ER LIABILITY y / N AND EMPLOYERS ANY PROPRIETOR/PARTNER/EXECUTIVr F.L. EACH ACCIDENT $ ~ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) '- E.L. DISEASE - EA EMPLOYEE $ If yes, describe under SPECIAL PROVISIONS below E.L. DISEASE -POLICY LIMIT $ A OTHER Professional 570910197 04/13/09 04/13/10 Liability 1,000,000 Retention 2,500 DESCRIPTION OF OPERATIONS /LOCATIONS /VEHICLES /EXCLUSIONS ADDED BY ENDORSEMENT /SPECIAL PROVISIONS Project: The City of Corpus Christi Deferred Compensation Plan RFP CERTIFICATE HOLDER CANCELLATION City of Corpus Christi Attn: Joan McKaughan, Asst. Director of Human Resources 1201 Leopard Street ~Cornus Christi TX 78401 ertnRn ~~ /~nnom~~ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION CORPUSC DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 1 O DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). 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). DISCLAIMER This Certificate of Insurance does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25 (2009/01)