HomeMy WebLinkAboutC-4019 - Agreement for Legal Services for Bond Counsel for Underground Assessment District No. 920--yon
AGREEMENT FOR LEGAL SERVICES FOR BOND COUNSEL HOR
UNDERGROUND ASSESSMENT DISTRICT NO. 92
THIS AGREEMENT, dated for purposes of identification only this first day of
November, 2007, is made and entered into by and-.between the CITY OF
NEWPORT BEACH, a municipal corporation, hereinafter referred to as "CITY,"
and ROBERT E. HESSELL, an individual hereinafter referred to as "ATTORNEY"
WITNESSETH:
WHEREAS, the CITY from time to time requires the advice and assistance of
bond counsel in connection with the proceedings relating to the formation of an
underground utilities assessment district designated assessment district N0.94 q2
(Pacific Drive - Corona Del Mar), to the establishment of an underground utilities
district, and to any related bond or other debt issuance by, or for the benefit of
the assessment district.; and
WHEREAS, the CITY has determined that ATTORNEY is qualified by training
and experience to perform the services of bond counsel in conjunction with City
financings, and ATTORNEY is willing to provide such services to CITY; and
WHEREAS, the CITY and the ATTORNEY desire to enter into this Agreement
upon the terms hereinafter set forth.
NOW, THEREFORE, FOR AND IN CONSIDERATION OF THE MUTUAL
PROMISES, COVENANTS AND CONDITIONS HEREIN CONTAINED, THE
PARTIES HERETO AGREE AS FOLLOWS:
1. DUTIES OF ATTORNEY
ATTORNEY shall (a) when engaged as bond counsel for underground
utilities district No.92, perform all of the services set forth in Exhibit A
"Scope of Services to be Provided by Bond Counsel" and, as may be
requested and authorized from time to time by the City Attorney of CITY in
connection with the authorization, issuance and consummation of certain
City financings, and (b) provide general legal advice to the CITY, its
departments, officers and employees concerning City financings,
proposed City financings and other financial matters as requested of, or
assigned to, ATTORNEY by the City Attorney of CITY.
Performance of services by ATTORNEY may be requested by CITY by
either telephone or in writing and such request shall be confirmed in
writing by ATTORNEY. CITY shall specify in reasonable detail the scope
of services requested with respect to each matter on which it engages the
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services of ATTORNEY. CITY shall also specify how such services or
advice are to be billed to CITY pursuant to Paragraph 3 hereof.
Unless otherwise expressly approved by CITY, services provided to CITY
by ATTORNEY pursuant to this Agreement shall be provided solely by
Robert E. Hessell. CITY shall have the right to personally interview any
other individual whose services ATTORNEY proposes to utilize to provide
services pursuant to this Agreement and shall have the right to reject any
or all such individuals until CITY is satisfied that such persons have
adequate credentials and experience to perform the required services for
the CITY.
This Agreement for services shall be non - exclusive and CITY shall, at any
time, have the absolute right to use different bond counsel or disclosure
counsel for matters or City financings other than those for which
ATTORNEY have been specifically engaged.
2. TERM
This Agreement shall continue in full force and effect until terminated by
either of the parties hereto. CITY shall have the right at any time to
terminate the services of ATTORNEY with regard to any matter or City
financing for which ATTORNEY has previously been engaged by CITY. In
the event this Agreement, or the services of ATTORNEY with regard to a
particular matter or City financing, are terminated prior to the completion of
any matter or City financing upon which ATTORNEY is engaged at the
time of such termination, ATTORNEY shall be reasonably compensated
for all services rendered to CITY, and allowable expenses incurred by
ATTORNEY as set forth in Paragraph 3 D hereof, on such matter(s) or
City financing(s) prior to the date. of such termination of services by the
CITY.
3. COMPENSATION
A. Bond Counsel Services. For the services of ATTORNEY as bond
counsel to the CITY as described in Exhibit A hereof, the CITY will pay
ATTORNEY, and ATTORNEY agrees to accept, compensation as follows:
1. Formation of AD and Debt Issuance. If the AD is formed and
bonds or similar indebtedness are issued by or for the benefit of the
AD, Counsel shall be paid a fee for all services computed on the
principal amount of each series of bonds or similar indebtedness
issued as follows:
One -half of one percent (0.5 %) of the principal amount up to
$5,000,000; plus
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One - quarter of one percent (0.25°/x) of the principal amount from
$5,000,001 to $10,000,000; plus
One - eighth of one percent (0.125 %) of the principal amount from
$10,000,001 to $20,000,000; plus
One - sixteenth of one percent (0.0625 %) of the principal amount
above $20,000,001.
Notwithstanding the foregoing, the minimum fee shall be $20,000.
The fee for the bonds or similar indebtedness shall be due and
payable upon the occurrence of the Closing.
2. If Debt Is Not Issued. In the event that the AD is formed and
debt is not issued for any reason, Counsel shall be paid a fee of
$5,000 for all services rendered with respect to the formation of the
AD. The fee shall be due and payable upon invoice from Counsel,
which may be transmitted to the City following a determination that
debt will not be issued.
3. Costs and Expenses. In addition to the foregoing, all costs
and expenses reasonably incurred in connection with the
proceedings to form the AD are to be billed to, and payable by,
City. Costs and expenses will be billed at cost, except the expenses
stated below will be billed as follows:
Photocopying:
Mileage:
Facsimile:
Computer Research:
Transcript Preparation:
Bond Preparation:
$0.10 per page
IRS Rate - (unless over one -half hour
and billed hourly)
$0.10 per page (sending only)
Cost, plus 10% (not to exceed $300)
Not to exceed $90 per transcript
Not to exceed $300 per series of bonds
Costs and expenses incurred in connection with the proceedings to form
the AD shall be due and payable at the time the fee for the services is due
and payable and shall be payable solely from the proceeds of the first
issuance of bonds or similar indebtedness, collections from the
Assessment District, or any combination thereof. Expenses incurred in
connection with the issuance of bonds or similar indebtedness shall be
due and payable at the time of the Closing of the issue for which such
expenses were incurred and shall be payable from the proceeds of the
issue.
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4. RESPONSIBILITIES OF THE CITY
The CITY shall cooperate with ATTORNEY and shall furnish ATTORNEY
with certified copies of all proceedings taken by the CITY, or other
documents or information deemed necessary by ATTORNEY to perform
these services hereunder. All costs and expenses incurred incidental to
the actual issuance and delivery of the financing instruments, including the
cost and expense of preparing certified copies of proceedings required by
ATTORNEY in connection with the issuance of the financing instruments,
the cost of preparing the financing instruments for execution and delivery,
all printing costs and publication costs, and any other expenses incurred in
connection with the issuance of the financing instruments, shall be paid by
the CITY.
5. INDEMNIFICATION
HOLD HARMLESS
To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions,
officers, agents, volunteers, and employees (collectively, the "Indemnified
Parties ") from and against any and all claims (including, without limitation,
claims for bodily injury, death or damage to property), demands,
obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without
limitation, attorney's fees, disbursements and court costs) of every kind
and nature whatsoever (individually, a Claim; collectively, "Claims "), which
may arise from or in any manner relate (directly or indirectly) to any
breach of the terms and conditions of this Agreement, any work performed
or services provided under this Agreement or Consultant's activities
(including the negligent and /or willful acts, errors and /or omissions of
Consultant, its principals, officers, agents, employees, vendors, suppliers,
consultants, subcontractors, anyone employed directly or indirectly by any
of them or for whose acts they may be liable or any or all of them).
Notwithstanding the foregoing, nothing herein shall be construed to
require Consultant to indemnify the Indemnified Parties from any Claim
arising from the sole negligence or willful misconduct of the Indemnified
Parties. Nothing in this indemnity shall be construed as authorizing any
award of attorney's fees in any action on or to enforce the terms of this
Agreement. This indemnity shall apply to all claims and liability regardless
of whether any insurance policies are applicable. The policy limits do not
act as a limitation upon the amount of indemnification to be provided by
the Consultant.
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6. INSURANCE
Without limiting Consultant's indemnification of City, and rip or to
commencement of work Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, a policy or policies of
liability insurance of the type and amounts described below and in a form
satisfactory to City.
A. Certificates of Insurance. Consultant shall provide certificates of
insurance with original endorsements to City as evidence of the insurance
coverage required herein. Insurance certificates must be approved by
City's Risk Manager prior to commencement of performance or issuance
of any permit. Current certification of insurance shall be kept on file with
City at all times during the term of this Agreement.
B. Signature. A person authorized by the insurer to bind coverage on its
behalf shall sign certification of all required policies.
C. Acceptable Insurers. All insurance policies shall be issued by an
insurance company currently authorized by the Insurance Commissioner
to transact business of insurance in the State of California, with an
assigned policyholders' Rating of A (or higher) and Financial Size
Category Class VII (or larger) in accordance with the latest edition of
Best's Key Rating Guide, unless otherwise approved by the City's Risk
Manager.
D. Coverage Requirements.
L _Workers' Compensation Coverage. Consultant shall
maintain Workers' Compensation Insurance and Employer's
Liability Insurance for his or her employees in accordance
with the laws of the State of California. In addition,
Consultant shall require each subcontractor to similarly
maintain Workers' Compensation Insurance and Employer's
Liability Insurance in accordance with the laws of the State
of California for all of the subcontractor's employees. Any
notice of cancellation or non - renewal of all Workers'
Compensation policies must be received by City at least
thirty (30) calendar days (10 calendar days written notice of
non - payment of premium) prior to such change. The insurer
shall agree to waive all rights of subrogation against City, its
officers, agents, employees and volunteers for losses arising
from work performed by Consultant for City.
ii. General Liability Coverage. Consultant shall maintain
commercial general liability insurance in an amount not less
F
than one million dollars ($1,000,000) per occurrence for
bodily injury, personal injury, and property damage, including
without limitation, contractual liability. If commercial general
liability insurance or other form with a general aggregate limit
is used, either the general aggregate limit shall apply
separately to the work to be performed under this
Agreement, or the general aggregate limit shall be at least
twice the required occurrence limit.
iii. Automobile Liability Coverage. Consultant shall maintain
automobile insurance covering bodily injury and property
damage for all activities of the Consultant arising out of or in
connection with work to be performed under this Agreement,
including coverage for any owned, hired, non -owned or
rented vehicles, in an amount not less than one million
dollars ($1,000,000) combined single limit for each
occurrence.
iv. Professional Errors and Omissions Insurance. Consultant
shall maintain professional errors and omissions insurance,
which covers the services to be performed in connection with
this Agreement in the minimum amount of one million dollars
($1,000,000).
E. Endorsements. Each general liability and automobile liability insurance
policy shall be endorsed with the following specific language:
The City, its elected or appointed officers, officials,
employees, agents and volunteers are to be covered as
additional insureds with respect to liability arising out of work
performed by or on behalf of the Consultant.
ii. This policy shall be considered primary insurance as
respects to City, its elected or appointed officers, officials,
employees, agents and volunteers as respects to all claims,
losses, or liability arising directly or indirectly from the
Consultant's operations or services provided to City. Any
insurance maintained by City, including any self- insured
retention City may have, shall be considered excess
insurance only and not contributory with the insurance
provided hereunder.
iii. This insurance shall act for each insured and additional
insured as though a separate policy had been written for
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each, except with respect to the limits of liability of the
insuring company.
iv. The insurer waives all rights of subrogation against City, its
elected or appointed officers, officials, employees, agents
and volunteers.
V. Any failure to comply with reporting provisions of the policies
shall not affect coverage provided to City, its elected or
appointed officers, officials, employees, agents or
volunteers.
vi. The insurance provided by this policy shall not be
suspended, voided, canceled, or reduced in coverage or in
limits, by either party except after thirty (30) calendar days
(10 calendar days written notice of non - payment of premium)
written notice has been received by City.
F. Timely Notice of Claims. Consultant shall give City prompt and timely
notice of claim made or suit instituted arising out of or resulting from
Consultant's performance under this Agreement.
G. Additional Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of
the work.
7. CONFLICTS OF INTEREST
It is recognized that ATTORNEY may have clients who may, from time to
time, have interests adverse to CITY. ATTORNEY reserves the right to
represent such clients in matters not connected with the services to be
provided to CITY pursuant to this Agreement. In the event that
ATTORNEY represents or proposes to represent a client who may have
interests adverse to CITY, in a matter connected with the services to be
provided to CITY pursuant to this Agreement. ATTORNEY shall,
immediately upon discovering said possible adverse interest, provide
written notice to CITY of the possible adverse interest. ATTORNEY
agrees to comply with any obligations they may have pursuant to
California Government Code Section 87100 et seq.
8. TERMINATION OF AGREEMENT
This Agreement may be terminated by the CITY at any time, with or
without cause, by giving written notice to ATTORNEY. In the event of
termination, all finished and unfinished documents, exhibits, data, reports,
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and evidence shall, at the option of CITY, becomes its property and shall
be delivered to it by ATTORNEY.
9. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the parties with
respect to the subject matter hereof, and supersedes all oral or written
representations or written agreements which may have been entered into
between the parties. No modification or revision shall be of any force or
effect, unless the same is in writing and executed by the parties hereto.
Upon approval of this Agreement by the City Council, all prior Agreements
between the Parties shall be rescinded.
10. ASSIGNMENT
Neither ATTORNEY nor CITY may assign or transfer this Agreement, or
any part thereof, without the prior written consent of the other party.
11. GOVERNING LAW: SEVERABILITY
This Agreement shall be governed by the laws of the State of California. If
any provision of this Agreement shall be held invalid, such invalidity shall
not affect the other provisions hereof, and to this extent, the provisions of
this Agreement are intended to be and shall be deemed severable. The
parties shall agree, if reasonably practicable, upon provisions which are
equivalent from an economic point of view to replace any provision which
is determined to be invalid. Any action brought relating to this agreement
shall be adjudicated in a court of competent jurisdiction in the County of
Orange.
12. COMPLIANCE WITH LAWS
In the performance of this Agreement, ATTORNEY shall abide by and
conform to any and all applicable laws of the United States, the State of
California and the City Charter and Ordinances of CITY.
13. WAIVER
No waiver or failure to exercise any right, option or privilege under the
terms of this Agreement on any occasion shall be construed to be a
waiver of any other right, option or privilege on any other occasion.
14. INDEPENDENT CONTRACTOR
The performance of ATTORNEY'S services hereunder shall be in the
capacity of an independent contractor and not as an officer, agent, or
15.
16.
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employee of CITY. In consideration for the compensation paid to
ATTORNEY by CITY, ATTORNEY agrees that CITY shall not be liable or
responsible for any benefits, including, but not limited to, worker's
compensation, disability, retirement, life, unemployment, health or any
other benefits and ATTORNEY agrees that ATTORNEY shall not sue or
file a claim, petition or application therefore against CITY or any of its
officers, employees, agents, representatives or sureties.
INTERPRETATION
The terms of this Agreement shall be construed in accordance with the
meaning of the language used and shall not be construed for or against
either party by reason of the authorship of the Agreement or any other rule
of construction which might otherwise apply.
NO THIRD PARTY RIGHTS
The parties intend not to create rights in, or to grant remedies to, any third
party as a beneficiary of this Agreement or of any duty, covenant,
obligation or undertaking established herein.
NOTICE
Any notice or demand required or permitted to be given by the terms of
this Agreement, or by any law or statute may be given by CITY by
depositing said notice or demand in the U.S. Mail, postage prepaid,
addressed to ATTORNEY at ATTORNEY'S address or any new address
provided by ATTORNEY in writing to CITY. Service of said notice or
demand on ATTORNEY shall be complete five (5) days after deposit of
said notice or demand in the mail.
Any notice or demand required or permitted by the terms of this
Agreement or by any law or statute may be given by either party by either
(1) personal delivery, (2) FAX transmission or (3) first -class United States
Mail, postage prepaid.
Notices and communication concerning this Agreement shall be delivered,
faxed or mailed to the following addresses:
City of Newport Beach
Attn: City Attorney
3300 Newport Blvd.
Newport Beach, CA 92658
Phone: (949) 644 -3131
FAX: (949) 644 -3139
Robert Hessell
12707 High Bluff Dr.
Suite 200
San Diego, CA 92130
Phone: (858) 735 -7228
Either party may, by notice to the other party, change the address
specified above. Service of any notice or demand shall be complete when
received at the designated address.
18. AUTHORITY AND EFFECTIVE DATE OF AGREEMENT
ATTORNEY and ATTORNEY's signators represent that the signators hold
the positions set forth below their signatures and that the signators are
authorized to execute this Agreement on behalf of ATTORNEY and to
bind ATTORNEY hereto.
The effective date of this Agreement shall be the latest date of execution
hereinafter set forth opposite the names of the signators hereto. In the
event ATTORNEY fails to set forth a date of execution opposite the
name(s) of ATTORNEY'S signator(s), ATTORNEY hereby authorizes
CITY, by and through its representative, to insert the date of execution by
ATTORNEY'S signator(s) as the date said Agreement, as executed by
ATTORNEY, is received by CITY.
IN WITNESS WHEREOF, the parties have caused this Agreement to be
executed on the day and year first written above.
APPROVED AS TO FORM:
By:_1 C -
City Attorney
for the City of Newport Beach
ATTEST:
B - 01, IP4
LaVonne Harkless,
City Clerk
CITY F NEWPORT BEACH,
A MuyTfcilYal CorporAon
By:—/ � I� j yj
Mayor =�
for the City of Newport Beach
CONSULTANT:
By: C G
Robert E. Hessell
Attachments: Exhibit A — Scope of Services
10
EXHIBIT A
Bond Counsel Services
Scope of Services Legal services to be provided by Counsel shall include: (a)
attending negotiation sessions and otherwise assisting City staff in the
negotiation with utility companies; (b) preparing all resolutions, notices,
agreements, bonds, and other papers and documents required in the
proceedings; (c) examining the proceedings related to the formation of the AD (d)
appearing at all hearings under the proceedings, and attending any other
meeting where attendance is requested by the City; (e) reviewing and examining
the map showing the boundaries of the AD; (f) reviewing the method and formula
utilized by the Assessment Engineer for the apportionment of the special
assessment; (g) reviewing the "Report" of the Assessment Engineer; (h)
participating with the City's financing team to determine the structure of any bond
or similar debt issuance; (i) assisting in the review of those sections of the official
statement, if any, to be disseminated in connection with the issuance of any
series of bonds related to authority and security for the bonds, tax - exemption,
legal opinion, litigation, summary of bond indenture, bond purchase agreement or
notice of sale and other supporting documentation relating to the offering for sale
of any bonds or similar indebtedness; Q) preparing or reviewing any continuing
disclosure agreement required under SEC Rule 15c2 -12; (k) consulting with any
underwriter, rating agency and credit enhancement provider, and their respective
legal counsel, participating in the sale of, or security for, any bonds or similar
indebtedness; (1) consulting with any trustee, fiscal agent or paying agent, and
their respective legal counsel, participating in the sale of, or security for, any
bonds or similar indebtedness; (m) assisting in any ballot proceedings; (n)
subject to the completion of the proceedings to Counsel's satisfaction, issuing an
approving legal opinion attesting to the validity of the proceedings and the
issuance of bonds or similar indebtedness, which legal opinion will be addressed
to the City and will be delivered by Counsel on the date the bonds are exchanged
for their purchase price (the "Closing "); (o) providing any necessary supplemental
legal opinions as to the applicability of the registration requirements of federal
securities laws and other matters related to the issuance of bonds or similar
indebtedness; provided, however, such opinions do not include the rendering of a
10(b)5 opinion regarding any official statement or similar document; (p) providing
advice and instruction to the City and its staff in connection with any of the
foregoing.
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SHAW, MOSES, MENDENHALL & ASSOCIAT ?S
Shaw, Moses, Mendenhall Insurance
Thomas V. Humphreys Wholesale
Stratz & Company Financial Services
July 25, 2007
Robert E. Hessell
Suite 200
12707 High Bluff Drive
San Diego, CA 92130
Re: Professional Liability
Policy #LPL5972363
Zurich Insurance
Dear Mr. Hessell:
We are pleased to enclose the renewal for the captioned policy along with a schedule of
insurance for the term July 1, 2007 to July 1, 2008.
Please review your policy and should you have any questions, don't hesitate to call. We
appreciate your confidence in us and will be pleased to provide service for all your
insurance needs.
Sincerely,
40419W
Celeste Bertram
Commercial Service Representative
MM
Enclosure
625 FAIR OAKS AVENUE, SUITE 158, SOUTH PASADENA, CA 91030 (626) 799 -7813 FAX (626) 799 -8784
www.SMMA!nsurance.com California License NOD94511
i.r.aJ oau — e uu
COMPANY
POLICY NUMBER
AMERICAN
GUARANTEE &
LIABILITY
INSURANCE
COMPANY
LPL5972363
0
SCHEDULE OF INSURANCE
FOR
ROBERT E. HESSELL
LAWYERS PROFESSIONAL LIABILITY
$2,000,000 Aggregate
1,000,000 Each Claim
10,000 Deductible
0
07101/07 I $14,672
TO
07/01/08 Agency Billed
WE ASK THAT YOU NOT ACCEPT THE ABOVE SCHEDULE OF INSURANCE POLICY AS A COMPLETE DETAIL OF POLICY
TERMS. A SCHEDULE CAN NEVER REPLACE THE POLICY AND THE ACTUAL POLICY LANGUAGE WILL GOVERN THE
SCOPE AND LIMITS OF COVERAGES INVOLVED.
SHAW, MOSES, MENDENHALL & ASSOCIATES
INSURANCE AGENCY
625 FAIR OAKS AVENUE, SUITE 158, SOUTH PASADENA, CA 91030
(626) 799 -7813 Phone (626) 799 -8784 Fax
License OD94511
www.smmainsurance.com
•
Lawyers Professional Liability Insurance Policy ZURICH
Declarations
This is a Claims Made and Reported Policy. Please review the Policy carefully.
The policy is limited to liability for only those Claims that are first made against the Insured and reported to the Company during the
Policy Period.
Policy Number: LPL 5972363 Renewal of Number:
Item 1. Insured by the stock company below and hereinafter called the Company
AMERICAN GUARANTEE & LIABILITY INSURANCE COMPANY
Item 2. Named Insured and Mailing Address:
ROBERT E. HESSELL
12707 HIGH BLUFF DRIVE
SUITE 200
SAN DIEGO SAN DIEGO
CA 92130
Producer:
DANIELS -HEAD INSURANCE AGENCY, Inc - CA
550 SOUTH PASEO DOROTEA
PALM SPRINGS, CA 92264
Item 3. Policy Period: From: O1 -Sul -2007 To: 01- Jul -2008
12:01 am Standard Time at the address of the NAMED INSURED shown above.
Item 4. Limit of Liability
Each Claim
$
1,000,000
Aggregate
$
21000,000
Item 5. Deductible
$
10,000
Item 6. Premium
$
12, 935.00
Item 7. Forms Attached at Issuance
SEE ATTACHED SCHEDULE OF FORMS AND ENDORSEMENTS
Telephone Reporting for All Claims
Call to Report a Claim
1 -800- 987 -3373
By acceptance of this policy the Insured agrees that the statements in the declarations and the application and any attachments hereto
are the Insured's agreements and representations and that this policy embodies all agreements existing between the Insured and the
Company or any of its representatives relating to this insurance.
Countersigned at:
PALM SPRINGS, CA
Signed by:
onz sentative '
7/13/07
Issue Date
Date
U -PL -D -871 -A CW (5/99)
Page I of 2
.-Allstate Insurance Compa, _
Summary
NAMED INSURED(S)
Robert & Ann I lessell
Ste 134
12664 Creekview Drive
San Diego CA 92128-5653
POLICY NUMBER
0 67 823651 06/06
DRIVER(S) LISTED
Robert Ann
Barbara
VEHICLES COVERED
1. 00 Mercedes -B M1320
2. 06 Toyota Corolla
3. 06 BMW 330xi
Tota! Premium
RENEWAL
Auto Policy Declarations
YOUR ALLSTATE AGENT IS
J. Scott Hazelrigg
(760) 438-7712
6994 EI Camno RI 200
Carlsbad CA 92009
Allstate
YoL.'rr it good hands
YOUR BILL
lists your payment options.
POLICY PERIOD
Dec. 6. 200/ to June 6. 2008 at 12:01 a.m standard time
DRIVER(S) EXCLUDED
None
VEHICLE ID NUMBER
4JGAB54EXYA170367
1NXBR30E66Z631148
WBAVD33526KV59983
LIENHOLDER
San Diego County Credit Union
San Diego County Credit Union
San Diego County Credit Union
Premium for 00 Mercedes -B M1320
$391.87
Premium for 06 Toyota Corolla
$1,418.86
Premium for 06 BMW 330xi
$408.69
TOTAL
$2,219.42
✓ Your total premium reflects a combined discount of $1,133.28
✓ Your total premium reflects a combined surcharge of $480.24
See the Important Payment and Coverage Information section for details about payment options and
installment fees.
Your Policy Effective Date is Dec. b, 2007
SURAK'GE APP
DA E RISK MAMAG
IINIIII00IIII10lll93:
ll'IIIIIIIIIIYIIVIIIItlIIIIIIIIIIVIIIIIVIIIIYIIIIII �,°.
Allstate Insurance Comay
Policy Number : 0 57 $23651 06MB Your Agent: J. Scott Hazelrig0 (750) 438 -7712
Policy Etlective Dole: Dec. 5, 2007
COVERAGE FOR VEHICLE 6 1
2000 Mercedes -B M1320
(AVERAGE
LIMITS
DEDUCTIBLE
PREMIUM
Automobile liability Insurance
Not App] Icabla
$161.51
• Bodily Injury
$250,000 each person
$500.000 each occurrence
• Property Damage
$100.000 each occurrence
Uninsured Motorists Insurance
$250.000 each person
Not Applicable
$12.47
for Bodily Injury
$500.000 each accidenT
Automobile Medical Payments
$2.000 each person
Not Applicable
$4.42
Auto Collision Insurance
Actual Cash Value
$200
$129.88
Waiver of deductible applies
Auto Comprehensive Insurance
Actual Cash Value
$50
$56 55
Towing and Labor Costs Coverage
$50 each disablement
Not Applicable
$2.48
Rental Reimbursement Coverage
up to $30 per day for
Not Applicable
$24 56
a maximum 0130 days
Total Premium for 90 Merceil MI320
$39117
DISCOUNTS Your premium for this vehicle reflects the following discounts:
Renewal Good Driver
Multiple Policy Distinguished Driver
RATING INFORMATION Your premium is determined based on certain Information. including the following:
The estimated number of miles that this vehicle is driven annually is 12,000 - 12,999. This vehicle Is driven
10 -20 miles to work(school, married male licensed 46 years
If any of the Information shown above is incorrect or it it changes in the future, please notify Allstate promptly. A change in
the information could result in a premium adjustment
R.:,, .... Page 2
uammh.vin an,imn
Allstate Insurance Compny
Personal Umbrella
Policy Declarations
Summary
NAMED INSURED($)
YOUR ALLSTATE AGENT IS:
CONTACT YOUR AGENT AT:
Robert & Ann Hessell
J. Scott Hazelrigg
(760) 439 -7712
Apt 134
6994 El Camno RI 200
12664 Creekview Drive
Carlsbad CA 92009
San Diego CA 92128 -5653
POLICY NUMBER
POLICY PERIOD
PREMIUM PERIOD
9 24 696270 04118
Begins on Apr. 18, 2007
Apr. 18, 2007 to Apr. 18, 2008
Ends on Apr. 18, 2008
at 12:01 a.m. Pacific Time
Total Premium for the Premium Period (Your bill will be mailed separately)
Excess LiaWlity $467.00
TOTAL $467.00
✓ Premium Includes a charge for 3 automobiles
✓ Premium Includes a charge bra young driver
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Allstate Insurance Co0any 0
Policy Number: 9 24 696270 04118 your Agent J. 8eett Hazeirl90 (760) 488 -7712
For Premium Period Beginning: Apr. 18, 2007
REQUIRED UNDERLYING INSURANCE LIMITS
COVERAGE
REQUIRED UNDERLYING LIMIT
Residence/Farm Premises $300,000
Residence/Farm Employees $300,000
(Bodily Injury or Property Damage Liability or Single Limit Liability)
Additional Dwelling Rented to Others $300,000
(Bodily Injury or Property Damage Liability or Single Limit Liability)
incidental Office, Private School or Studio $300,000
Bodily Injury or Property Damage Liability or Single Limit Liability
(This coverage may be maintained as part of your Comprehensive
Personal Liability. Homeowners Liability Insurance or similar
package policy)
Automobiles
Bodily Injury Liability
$250,000 each person
$500,000 each accident
Property Damage Liability
$100,000
Or
Single Limit Liability
$500,000
For each Automobile you own, maintain or use
Recreational MetorVehicles
Bodily Injury Liability
$100,000 each person
$300.000 each accident
Property Damage Liability $100,000
Or
Single Limit Liability $3D0,000
Watercraft
Bodily Injury Liability $100.000 each person
$300,000 each accident
Property Damage Liability $100,000
Or
Single Limit Liability $300,000
For each Watercraft 26 feet or more in length, or powered
by one or more outboard motor with more than 25 total horsepower,
or which has total motor power of more than 50 horsepower.
For Boats not described above
Single Limit Liability $300,000
(This coverage may be maintained as part of your
Comprehensive Personal Liability, Homeowners Liability Insurance
or similar package policy)
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Allstate Insurance Corno .ay
Policy Number: 92469627004/18 Your Agent: J. Scott Hazelrigg (760) 438-7712
For Premium Period Beginning: Apr, 18, 2007
POLICY COVERAGES AND LIMITS OF LIABILITY
COVERAGES LIMITS OF LIABILITY
Excess Liability $1,000,000 each occurrence
(EXCESS INSURANCE FOR LIABILITY TO THIRD PARTIES ONLY)
Your Policy Documents
Your Personal Umbrella policy consists of this Policy Declarations and the documents listed below. Please keep these
together.
Personal Umbrella Policy form AP128 - California PUP AmendatoryEnd. form AP1310
CA Pers Umbrella Policy Amend End form AP2306-1
Important Payment and Coverage Information
Please note This is not a request for payment. Any adjustments to your premium will be reflected on your next scheduled
bill which will be mailed separately.
IN WITNESS WHEREOF, Allstate has caused this policy to be signed by two of its officers at Northbrook,
Illinois, and if required by state law, this policy shall not be binding unless countersigned on the Policy
Declarations by an authorized agent of Allstate.
Edward M. Liddy Robert W. Pike
President Secretary
iNSURANCE APP
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CITY OF NEWPORT BEACH
CERTIFICATE OF EXEMPTION FROM 'ORDERS' COMPENSATION INSURANCE
I hereby certify that in the performance of the work for which this Agreement is entered
into, t shall not employ any person in any manner so as to become subject to the Workers'
Compensation Laws of the State of California,
Executed on this 5th day of February, 2008, at San Diego, Califi-rnia..
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Robert E. Hessell, Attorney
ISUR�aI"w R G
WE RISK MANAGER —