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HomeMy WebLinkAboutCORRESPONDENCE - RFP - 7428 ON-CALL FINANCIAL SERVICES (6)DocuSign Envelope ID: 40CDFOAF-65684A71 -AC40-F82D1 1273891 City of F6rt Collins Purchasing September 17, 2014 Economic and Planning Systems Inc Attn: Daniel Guimond dguimond(Wepsdenver.com 730 17`h Street, Ste 630 Denver, CO 80202-3511 RE: 7428 On -Call Financial Services Dear Mr. Guimond: Financial Services Purchasing Division 215 N. Mason St. 2n° Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707- fax fcgo v. com/purchasing The City of Fort Collins wishes to extend the agreement term for the above captioned proposal per the existing terms and conditions. The term will be extended for one (1) additional year, November 1, 2014 through October 31, 2015. If the renewal is acceptable to your firm, please sign this letter in the space provided, include a current copy of insurance certificate naming the City as an additional insured for General and Automotive Liability and return all documents to the City of Fort Collins, Purchasing Division, P.O. Box 580, Fort Collins, CO 80522, within the next fifteen (15) days. If this extension is not agreeable with your firm, we ask that you send us a written notice stating that you do not wish to renew the contract and state the reason for non -renewal. Please contact Ed Bonnette, CPPB, CPM, Senior Buyer at (970) 416-2247 if you have any questions regarding this matter. Sincerely, //n�llDocuSlgnatlnby.- �.�A 1 /aa erry TIA'DW Director of Purchasing and Risk Management /14 Z // `/ Signature Date (Please indicate your desire to renew 7428 by signing this letter and returning it to Purchasing Division within the next fifteen days.) GSP: jg ECONO-4 OP ID: S1 1411COMLY 111% DAMJMMIDDIYYYY) � 09/30/14 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(IGS) 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 660-349-2364 MacCorkle Insurance Service 650-349-0631 CA License #0606920 577 Airport Blvd. Sth Floor Burlingame, CA 94010 NAME PHONE FA% AIC No Eat), AIC No E-MAIL ADDRESS: Kelly L. Totten INSURER(S) AFFORDING COVERAGE NAICIs INSURER A: Federal Insurance Co 20281 INSURED Economic& Planning Systems INSURER B: Republic Indemnity Co. of CA 43753 2295 Gateway Oaks Or #250 Sacramento, CA 95833 Continental Casualty company INSURER C INSURER 0 INSURER E INSURER F COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE AGUE INSR suBF MD POLICY NUMBER POLICY EFF MMIDDIYYYY POLICY EXP MMIDDIYYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE $ 1,000,00 A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE I OCCUR 35929623 WCE 04/01114 04/01115 PREMISEGES(Ea ocwrrrence) $ 1,000,000 MED EXP(Anyone person) $ 10,000 PERSONAL &ADV INJURY $ Excluded GENERAL AGGREGATE S 3,000,00 GENL AGGREGATE LIMIT APPLIES PER: PRODUCTS -COMPIOPAGG $ Include POLICY X PEO- LOC Emp Ben. $ 1,000,00 AUTOMOBILE LWBIUTY COMBINED SINGLE LIMIT Ea accdera E 1,000,00 BODILY INJURY(Per person) $ A ANY AUTO 7355-87.46 04101114 04101/15 ALLOWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident)$ X HIREDAUTOG X NON-0OMED AUTOS PROPERTY DAMAGE Per accident $ UMBRELLA LIAR X OCCUR EACH OCCURRENCE $ 1,000,000 X AGGREGATE S 1,000,000 A EXCESSLIAB CLAIMS -MADE 79871994 04/01114 04/01116 DED I X I RETENTION$ 0 $ B B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETORIPARTNER/EXECUTIVE YIN OFFICERIMEMBER EXCLUDED? (Mandatory In NH) NIA 161508-11(CA) 174877-07(CO) 04101114 04101/14 04101/15 04101/15 X WC STATU- OTH- TORY LIMIT ER EL EACH ACCIDENT $ 1,000,00 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 Ifyes, describe under DESCRIPTION OF OPERATIONS below E. L. DISEASE -POLICY LIMIT $ 1,000,000 C Professional Liab 425343942 04/01/14 04101115 Per Claim 2,000,000 C Adv/Personal Inlur 425343942 04101114 04114115 Annual Ag 2,000,00 DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ANach ACORD 101, Additional Remarks Schedule, U more apace Is required) City of Fort Collins is named as Additional Insured with respect to General Liability form 80-02-2367 attached to policy number 3592-9623. Re: EPS #143002, Fort Collins On -Call Financial Services EPSFC03 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Cityof Fort Collins THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Financial Services Purchasing Division AUTHORIZED REPRESENTATIVE 215 N. Mason St 2nd Floor Fort Collins, CO 80522- ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD Liability Insurance, 4--MUae Endorsement Policy Period APRIL 1, 2014 TO APRIL 1, 2015 Effective Date APRIL 1, 2014 Policy Number 3592-96-23 WCE Insured ECONOMIC & PLANNING SYSTEMS INC Name of Company FEDERAL INSURANCE COMPANY Date Issued JANUARY 3, 2014 This Endorsement applies to the following forms: GENERAL LIABILITY Under Who Is An Insured, the following provision is added: Who Is An Insured Scheduled Person Or Subject to all of the terms and conditions of this insurance, any person or organization shown in the Organization Schedule, acting pursuant to a written contract or agreement between you and such person or organization, is an insured; but they are insureds only with respect to liability arising out of your operations, or your premises, if you are obligated, pursuant to such contract or agreement, to provide them with such insurance as is afforded by this policy. However, no such person or organization is an insured with respect to any: assumption of liability by them in a contractor agreement. This limitation does not apply to the liability for damages for injury or damage, to which this insurance applies, that the person or organization would have in the. absence of such contract or agreement. damages arising out of their sole negligence. Schedule PERSONS OR ORGANIZATIONS THAT YOU ARE OBLIGATED, PURSUANT TO WRITTEN CONTRACT OR AGREEMENT BETWEEN YOU AND SUCH PERSON OR ORGANIZATION, TO PROVIDE WITH SUCH INSURANCE AS IS AFFORDED BY THIS POLICY; BUT THEY ARE INSUREDS ONLY IF AND TO THE MINIMUM EXTENT THAT SUCH CONTRACT OR AGREEMENT REQUIRES THE PERSON OR ORGANIZATION TO BE AFFORDED STATUS AS AN INSURED. HOWEVER, NO PERSON OR ORGANIZATION IS AN INSURED UNDER THIS PROVISION WHO IS MORE SPECIFICALLY DESCRIBED Liability Insurance AdditionalInsured- Scheduled Person Or Organization continued Form 80-02-2367 (Rev. a-04) Endorsement Page f Liability Endorsement (continued) UNDER ANY OTHER PROVISION OF THE WHO IS AN INSURED SECTION OF THIS POLICY (REGARDLESS OF ANY LIMITATION APPLICABLE THERETO). All other terms and conditions remain unchanged. Authorized Representative 'T 'v 'ea Liability Insurance Additional Insured - Scheduled Person Or Organization last page Form 80-02-2367(Rev. 8-04) Endorsement Page 2