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HomeMy WebLinkAboutC-4359 - PSA for Recovering Unclaimed Funds&WR PROFESSIONAL SERVICES AGREEMENT WITH THE LOCATOR SERVICES GROUP, LTD. FOR RECOVERING UNCLAIMED FUNDS THIS AGREEMENT is made and entered into as of this aL day of August, 2009, by and between the CITY OF NEWPORT BEACH, a Municipal Corporation ( "City "), and THE LOCATOR SERVICES GROUP, LTD., a Massachusetts Subchapter S Corporation, whose address is 316 Newbury Street, Suite 32, Boston, MA 02115 ( "Consultant'), and is made with reference to the following: RECITALS A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to cant' on its business as it is now being conducted under the statutes of the State of California and the Charter of City. B. City desires to recover unclaimed funds in the approximate amounts of $11,420.48, $13,098.05, $33,887.51 and $20,588.70 due to the City of Newport Beach Fire Department. C. City desires to engage Consultant to assist in obtaining the benefit of unclaimed funds or an outstanding obligation, by way of collection or receiving credits, in the above amounts due to the City of Newport Beach Fire Department (`Project "). D. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement. E. The principal member of Consultant for purposes of Project, shall be Brian Budlong. F. City has received a proposal from Consultant, has reviewed the previous experience and evaluated the expertise of Consultant, and desires to retain Consultant to render professional services under the terms and conditions set forth in this Agreement. NOW, THEREFORE, it is mutually agreed by and between the undersigned parties as follows: TERM The term of this Agreement shall commence on the above written date, and shall terminate when the above mentioned unclaimed funds or outstanding obligations are received by the City and Consultant is provided its service fee, or, by July 1, 2010, whichever occurs first, unless terminated earlier as set forth herein 2. SERVICES TO BE PERFORMED Consultant shall diligently assist the City in recovering or obtaining credits of unclaimed funds or outstanding obligations held on behalf of the City of Newport Beach Fire Department in the amounts of $11,420.48, $13,098.05, $33,887.51 and $20,588.70, respectively. 3. TIME OF PERFORMANCE Time is of the essence in the performance of services under this Agreement and the services shall be performed to completion in a diligent and timely manner. The failure by Consultant to perform the services in a diligent and timely manner may result in termination of this Agreement by City. Notwithstanding the foregoing, Consultant shall not be responsible for delays due to causes beyond Consultant's reasonable control. However, in the case of any such delay in the services to be provided for the Project, each party hereby agrees to provide notice to the other party so that all delays can be addressed. 3.1 Consultant shall submit all requests for extensions of time for performance in writing to the Project Administrator not later than ten (10) calendar days after the start of the condition that purportedly causes a delay. The Project Administrator shall review all such requests and may grant reasonable time extensions for unforeseeable delays that are beyond Consultant's control. 3.2 For all time periods not specifically set forth herein, Consultant shall respond in the most expedient and appropriate manner under the circumstances, by telephone, fax, hand- delivery or mail. 4. COMPENSATION TO CONSULTANT City shall pay Consultant a flat rate service fee equal to twenty percent (20 %) of the payment recovered for or credited to the City, upon City's receipt of actual funds in accordance with the proposal attached hereto as Exhibit A and incorporated herein by reference. Consultant's compensation for all work performed in accordance with this Agreement, including all reimbursable items and subconsultant fees, shall not exceed twenty percent (20 %) of the payment recovered for or credited to City without prior written authorization from City. No billing rate changes shall be made during the term of this Agreement without the prior written approval of City. 4.1 Consultant shall submit a final invoice to City describing the work performed and amounts recovered. Consultant's bill shall include the name of the person who performed the work, a brief description of the services performed and the specific task to which it relates and the date the services were performed. City shall pay Consultant no later than thirty (30) days after approval of the final invoice by City staff. 4.2 Consultant shall not receive any compensation for Extra Work performed without the prior written authorization of City. As used herein, "Extra Work" means any work that is determined by City to be necessary for the proper completion of the Project, and which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Locator Services Group, LTD. Page 2 5. PROJECT MANAGER Consultant shall designate a Project Manager, who shall coordinate all phases of the Project. This Project Manager shall be available to City at all reasonable times during the Agreement term. Consultant has designated Brian Budlong to be its Project Manager. Consultant shall not remove or reassign the Project Manager or assign any new or replacement personnel to the Project without the prior written consent of City. City's approval shall not be unreasonably withheld with respect to the removal or assignment of non -key personnel. Consultant, at the sole discretion of City, shall remove from the Project any of its personnel assigned to the performance of services upon written request of City. Consultant warrants that it will continuously furnish the necessary personnel to complete the Project on a timely basis as contemplated by this Agreement. 6. ADMINISTRATION This Agreement will be administered by the Revenue Division. Glen Everroad shall be the Project Administrator and shall have the authority to act for City under this Agreement. The Project Administrator or his authorized representative shall represent City in all matters pertaining to the services to be rendered pursuant to this Agreement. 7. CITY'S RESPONSIBILITIES In order to assist Consultant in the execution of its responsibilities under this Agreement, City agrees to provide access to, and upon request of Consultant, one copy of all existing relevant information on file at City. City will provide all such materials in a timely manner so as not to cause delays in Consultant's work schedule. 8. STANDARD OF CARE 8.1 All of the services shall be performed by Consultant or under Consultant's supervision. Consultant represents that it possesses the professional and technical personnel required to perform the services required by this Agreement, and that it will perform all services in a manner commensurate with community professional standards. All services shall be performed by qualified and experienced personnel who are not employed by City, nor have any contractual relationship with City. By delivery of completed work, Consultant certifies that the work conforms to the requirements of this Agreement and all applicable federal, state and local laws and the professional standard of care. 8.2 Consultant represents and warrants to City that it has, shall obtain, and shall keep in full force in effect during the term hereof, at its sole cost and expense, all licenses, permits, qualifications, insurance and approvals of whatsoever nature that is legally required of Consultant to practice its Locator Services Group, LTD. Page 3 profession. Consultant shall maintain a City of Newport Beach business license during the term of this Agreement. 8.3 Consultant shall not be responsible for delay, nor shall Consultant be responsible for damages or be in default or deemed to be in default by reason of strikes, lockouts, accidents, or acts of God, or the failure of City to furnish timely information or to approve or disapprove Consultant's work promptly, or delay or faulty performance by City, contractors, or governmental agencies. 9. 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 including, without limitation, defects in workmanship or materials or Consultant's presence or activities conducted on the Project (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. 10. INDEPENDENT CONTRACTOR It is understood that City retains Consultant on an independent contractor basis and Consultant is not an agent or employee of City. The manner and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the expressed terms of this Agreement. Nothing in this Agreement shall be deemed to constitute approval for Consultant or any of Consultant's employees or agents, to be the agents or employees of City. Consultant shall have the responsibility for and control over the means of performing the work, provided that Consultant is in compliance with the terms of this Agreement. Anything in this Agreement that may appear to give City the right to direct Consultant as to the details of the performance or to Locator Services Group, LTD. Page 4 exercise a measure of control over Consultant shall mean only that Consultant shall follow the desires of City with respect to the results of the services. 11. COOPERATION Consultant agrees to work closely and cooperate fully with City's designated Project Administrator and any other agencies that may have jurisdiction or interest in the work to be performed. City agrees to cooperate with the Consultant on the Project. 12. CITY POLICY Consultant shall discuss and review all matters relating to policy and Project direction with City's Project Administrator in advance of all critical decision points in order to ensure the Project proceeds in a manner consistent with City goals and policies. 13. PROGRESS Consultant is responsible for keeping the Project Administrator and /or his duly authorized designee informed on a regular basis regarding the status and progress of the Project, activities performed and planned, and any meetings that have been scheduled or are desired. 14. INSURANCE Without limiting Consultant's indemnification of City, and prior 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 as evidence of the insurance coverage required herein. Insurance certificates must be approved by City's Risk Manager prior to commencement of performance. 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. Locator Services Group, LTD. Page 5 D. Coverage Requirements. i. 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 and /or Massachusetts. 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 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. 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 ($500,000). E. Endorsements. Each general liability insurance policy shall be endorsed with the following specific language: i. 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. Locator Services Group, LTD. Page 6 iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for 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. 15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS Except as specifically authorized under this Agreement, the services to be provided under this Agreement shall not be assigned, transferred contracted or subcontracted out without the prior written approval of City. Any of the following shall be construed as an assignment: The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or joint- venture or syndicate or cotenancy, which shall result in changing the control of Consultant. Control means fifty percent (50 %) or more of the voting power, or twenty -five percent (25 %) or more of the assets of the corporation, partnership or joint- venture. 16. SUBCONTRACTING The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express written consent of City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the prior written authorization of City. Locator Services Group, LTD. Page 7 17. OWNERSHIP OF DOCUMENTS Each and every report, draft, map, record, plan, document and other writing produced (hereinafter "Documents "), prepared or caused to be prepared by Consultant, its officers, employees, agents and subcontractors, in the course of implementing this Agreement, shall become the exclusive property of City, and City shall have the sole right to use such materials in its discretion without further compensation to Consultant or any other party. Consultant shall, at Consultant's expense, provide such Documents to City upon prior written request. Documents, including drawings and specifications, prepared by Consultant pursuant to this Agreement are not intended or represented to be suitable for reuse by City or others on any other project. Any use of completed Documents for other projects and any use of incomplete Documents without specific written authorization from Consultant will be at City's sole risk and without liability to Consultant. Further, any and all liability arising out of changes made to Consultant's deliverables under this Agreement by City or persons other than Consultant is waived against Consultant and City assumes full responsibility for such changes unless City has given Consultant prior notice and has received from Consultant written consent for such changes. 18. CONFIDENTIALITY All Documents, including drafts, preliminary drawings or plans, notes and communications that result from the services in this Agreement, shall be kept confidential unless City authorizes in writing the release of information. 19. INTELLECTUAL PROPERTY INDEMNITY Consultant shall defend and indemnify City, its agents, officers, representatives and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in Consultant's drawings and specifications provided under this Agreement. 20. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures and disbursements charged to City, for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of City to examine, audit and make transcripts or copies of such records and invoices during regular business hours. Consultant shall allow inspection of all work, data, Documents, proceedings and activities related to the Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. Locator Services Group, LTD. Page 8 21. WITHHOLDINGS City may withhold payment to Consultant of any disputed sums until satisfaction of the dispute with respect to such payment. Such withholding shall not be deemed to constitute a failure to pay according to the terms of this Agreement. Consultant shall not discontinue work as a result of such withholding. Consultant shall have an immediate right to appeal to the City Manager or his/her designee with respect to such disputed sums. Consultant shall be entitled to receive interest on any withheld sums at the rate of return that City earned on its investments during the time period, from the date of withholding of any amounts found to have been improperly withheld. 22. ERRORS AND In the event of errors or omissions that are due to the negligence or professional inexperience of Consultant which result in expense to City greater than what would have resulted if there were not errors or omissions in the work accomplished by Consultant, the additional design, construction and /or restoration expense shall be borne by Consultant. Nothing in this paragraph is intended to limit City's rights under the law or any other sections of this Agreement. 23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS City reserves the right to employ other Consultants in connection with the Project. 24. CONFLICTS OF INTEREST The Consultant or its employees may be subject to the provisions of the California Political Reform Act of 1974 (the "Act "), which (1) requires such persons to disclose any financial interest that may foreseeably be materially affected by the work performed under this Agreement, and (2) prohibits such persons from making, or participating in making, decisions that will foreseeably financially affect such interest. If subject to the Act, Consultant shall conform to all requirements of the Act. Failure to do so constitutes a material breach and is grounds for immediate termination of this Agreement by City. Consultant shall indemnify and hold harmless City for any and all claims for damages resulting from Consultant's violation of this Section. 25. NOTICES All notices, demands, requests or approvals to be given under the terms of this Agreement shall be given in writing, and conclusively shall be deemed served when delivered personally, or on the third business day after the deposit thereof in the United States mail, postage prepaid, first -class mail, addressed as hereinafter provided. All notices, demands, requests or approvals from Consultant to City shall be addressed to City at: Locator Services Group, LTD. Page 9 Attn: Glen Everroad Administrative Services Department City of Newport Beach 3300 Newport Boulevard Newport Beach, CA, 92663 Phone: 949 - 644 -3144 Fax: 949 - 644 -3073 All notices, demands, requests or approvals from City to Consultant shall be addressed to Consultant at: Attention: Mark K. Warren Associate Counsel The Locator Services Group Ltd. 316 Newbury Street, Suite 32 Boston, MA 02115 Phone: (617) 859 -0600, ext 41 Fax: (617) 859 -0640 26. TERMINATION In the event that either party fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, that party shall be deemed in default in the performance of this Agreement. If such default is not cured within a period of two (2) calendar days, or if more than two (2) calendar days are reasonably required to cure the default and the defaulting party fails to give adequate assurance of due performance within two (2) calendar days after receipt of written notice of default, specifying the nature of such default and the steps necessary to cure such default, and thereafter diligently take steps to cure the default, the non - defaulting party may terminate the Agreement forthwith by giving to the defaulting party written notice thereof. Notwithstanding the above provisions, City shall have the right, at its sole discretion and without cause, of terminating this Agreement at any time by giving seven (7) calendar days prior written notice to Consultant. In the event of termination under this Section, City shall pay Consultant for services satisfactorily performed and costs incurred up to the effective date of termination for which Consultant has not been previously paid. On the effective date of termination, Consultant shall deliver to City all reports, Documents and other information developed or accumulated in the performance of this Agreement, whether in draft or final form. 27. COMPLIANCE WITH ALL LAWS Consultant shall at its own cost and expense comply with all statutes, ordinances, regulations and requirements of all governmental entities, including federal, state, county or municipal, whether now in force or hereinafter enacted. In addition, all work prepared by Consultant shall conform to applicable City, Locator Services Group, LTD. Page 10 county, state and federal laws, rules, regulations and permit requirements and be subject to approval of the Project Administrator and City. 28. WAIVER A waiver by either party of any breach, of any term, covenant or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant or condition contained herein, whether of the same or a different character. 29. INTEGRATED CONTRACT This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions herein. 30. CONFLICTS OR INCONSISTENCIES In the event there are any conflicts or inconsistencies between this Agreement or any other attachments attached hereto, the terms of this Agreement shall govern. 31. 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. 32. AMENDMENTS This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. 33. SEVERABILITY If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 34. CONTROLLING LAW AND VENUE The laws of the State of California shall govern this Agreement and all matters relating to it and any action brought relating to this Agreement shall be adjudicated in a court of competent jurisdiction in the County of Orange. Locator Services Group, LTD. Page 11 35. EQUAL OPPORTUNITY EMPLOYMENT Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the day and year first written above. APPROVED AS TO FORM: OFFICE OF THE CITY ATTORNEY By: A,— C Aaron C. Harp Assistant City Attorney ATTEST: ��y C-t.E� eilani Brown City Clerk `yEWPdPK pRT u s Gtfvov Mk " CITY OF NEWPORT BEACH, A Municipal Corporation Glen E Manager CONSULTANT: THE LOCATOR SERVICES GROUP TD. By: Title: President & General Counsel Print Name: Kim Sawyer By: Lk, (Financial Officer) Title: �/t Print Names6r EXHIBIT A: Proposal and Statement of Qualifications Locator Services Group, LTD. Page 12 Exhibit A Written Proposal & Statement of Qualifications PROPOSALI The City of Newport Beach appoints The Locator Services Group Ltd., acting through its General Counsel and staff, as its lawful Agent for the sole purpose of recovering or obtaining credits of unclaimed funds or outstanding obligations held on behalf of Newport Beach Fire Dept in the amounts of $11,420.48 and $13,098.05. The City of Newport Beach grants its Agent the authority to do all things reasonably necessary to recover or obtain credits of the unclaimed funds or outstanding obligations due Newport Beach Fire Dept. Such acts shall include, but are not limited to: engaging in verbal or written communication with the holder of the funds or obligations; executing and filing all documents necessary to facilitate the payments or credits of the unclaimed funds or obligations; receiving written correspondence and all other documentation relevant to the payments or credits of the unclaimed funds or outstanding obligations; and receiving possession of the payments of these funds on behalf of Newport Beach Fire Dept. The Locator Services Group Ltd., as Agent, may not make any expenditure or incur any costs on behalf of The City of Newport Beach Signed thi f 200 g sZY City of Ne port Beach By: omer Bludau City Manager State of 04AL i EM -N A. County of O, -ANF_ Tax ID No. 95-6000251 (Federal) 800-9814-8 (State) On U U� �� , 200 before me, i LjLLA-d— Notary Public, personally appeared tijy Manager Homer Bludau who proved to me on the basis of satisfactory evidence to be the person( whose name is/a�Qsubscribed to the within instrument and acknowledged to me that he executed the same in is authorized capacity(ies), and that by his signature( on the instrument the person(l'-"3r entity upon behalf of which the personcted, executed the instrument. I certify under PENALITY OF PERJURY under the laws of the State of that the forgoing paragraph is true and correct. WITNESS my hand and o c'al eal. Notary Signature: My Commission Expires: 6�)—O A���J 5L. WASHINGTON Commission # 1840150 ZNotary Public - California a 2 Orange County My Comm. Ex ires Mar 12, 2013 NOTARY SEAL TLSG Reference Number: 8888NewportBeachFD PROPOSALII The City of Newport Beach appoints The Locator Services Group Ltd., acting through its General Counsel and staff, as its lawful Agent for the sole purpose of recovering or obtaining credits of unclaimed funds or outstanding obligations held on behalf of Newport Beach Fire Dept in the amounts of $33,887.51 and $20,558.70. The City of Newport Beach grants its Agent the authority to do all things reasonably necessary to recover or obtain credits of the unclaimed funds or outstanding obligations due Newport Beach Fire Dept. Such acts shall include, but are not limited to: engaging in verbal or written communication with the holder of the funds or obligations; executing and fling all documents necessary to facilitate the payments or credits of the unclaimed funds or obligations; receiving written correspondence and all other documentation relevant to the payments or credits of the unclaimed funds or outstanding obligations; and receiving possession of the payments of these funds on behalf of Newport Beach Fire Dept. The Locator Services Group Ltd., as Agent, may not make any expenditure or incur any costs on behalf of The City of Newport Beach Signed this of 200 y City of Newport Beach Homer Bludau City Manager State of 11 %.,n ZM l County of OP -4 Ili r.E Tax ID No. 95-6000251 (Federal) 800-9814-8 (State) On A4,r " O! , 200 before me, L4L-4--;AN WASHIW6Notary Public, personally appeared Ci Manager Homer Bludau who proved to me on the basis of satisfactory evidence to be the person whose nam* is/)(p subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity0q, and that by his signature on the instrument the person or entity upon behalf of which the person(1acted, executed the instrument. I certify under PENALITY OF PERJURY under the laws of the State of CAOr-O ftthat the forgoing paragraph is true and correct. WITNESS /re: f ficial seal. Notary Sign My Commission Expires: d3 �� 3 CL. WASHINGTON Commission # 1840150 Notary Public - California 4AOrange a County My Comm. Ex fres Mar 12, 2013 NOTARY SEAL TLSG Reference Number: 8888NewportBeachFD STATEMENT OF QUALIFICATIONS Professional Affiliations TLSG has an A+ rating with the Better Business Bureau and has been a member since 1994. TLSG is certified as a Women's Business Enterprise. TLSG is an active member and has been a sponsor of the Unclaimed Property Professionals Organization ( "UPPO "); an association dedicated to educating businesses about unclaimed property law and best practices.. TLSG's Principal was a featured speaker on unclaimed property recovery at the UPPO's 2009 Annual Conference. TLSG's Principal is a member of the International Women's Insolvency & Restructuring Confederation. TLSG's Principal is a member of the Women's President's Organization. Legal Expertise TLSG's has prevailed in litigation against the Commonwealth of Massachusetts resulting in TLSG's clients receiving an additional $1,768,007 in payments from the State. TLSG has prevailed in numerous public record cases against multiple government agencies concerning TLSG's right to receive information on outstanding payments owed to TLSG clients. TLSG's Principal is an attorney with more than 16 years of asset recovery experience. TLSG's Principal Assisted the Commonwealth of Massachusetts' Department of Treasury with the drafting of the Commonwealth's 2000 Unpaid Check Fund Regulations. TLSG's Principal attended drafting sessions of the 1995 Uniform Unclaimed Property Act. TLSG's Principal is a member of multiple bars. Proven Track Record TLSG has been in business for more than fifteen years. TLSG has assisted in the recovery of over 150 Million Dollars TLSG has represented more than half of the Fortune 100. Additional Qualifications TLSG caries professional liability insurance & is fidelity bonded. TLSG has developed "proprietary" processes and procedures for identifying and recovering funds. TLSG's Recovery Associates undergo an extensive training program before they may assist clients. Exhibit A Written Proposal & Statement of Qualifications PROPOSALI The City of Newport Beach appoints The Locator Services Group Ltd., acting through its General Counsel and staff, as its lawful Agent for the sole purpose of recovering or obtaining credits of unclaimed funds or outstanding obligations held on behalf of Newport Beach Fire Dept in the amounts of $11,420.48 and $13,098.05. The City of Newport Beach grants its Agent the authority to do all things reasonably necessary to recover or obtain credits of the unclaimed funds or outstanding obligations due Newport Beach Fire Dept. Such acts shall include, but are not limited to: engaging in verbal or written communication with the holder of the funds or obligations; executing and filing all documents necessary to facilitate the payments or credits of the unclaimed funds or obligations; receiving written correspondence and all other documentation relevant to the payments or credits of the unclaimed funds or outstanding obligations; and receiving possession of the payments of these funds on behalf of Newport Beach Fire Dept. The Locator Services Group Ltd., as Agent, may not make any expenditure or incur any costs on behalf of The City of Newport Beach Signed this day of 200 City of Newport Beach By: Homer Bludau City Manager State of County of Tax ID No. 95- 6000251 (Federal) 800 - 9814 -8 (State) On . 200 _ before me, , Notary Public, personally appeared City Manager Hamer Bludau who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity(ies), and that by his signature(s) on the instrument the person(s) or entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALITY OF PERJURY under the laws of the State of true and correct. WITNESS my hand and official seal. Notary Signature: My Commission Expires: that the forgoing paragraph is NOTARY SEAL TLSG Reference Number: BSSSNewponBeachFD PROPOSALII The City of Newport Beach appoints The Locator Services Group Ltd., acting through its General Counsel and staff, as its lawful Agent for the sole purpose of recovering or obtaining credits of unclaimed funds or outstanding obligations held on behalf of Newport Beach Fire Dept in the amounts of $33,887.51 and $20,558.70. The City of Newport Beach grants its Agent the authority to do all things reasonably necessary to recover or obtain credits of the unclaimed funds or outstanding obligations due Newport Beach Fire Dept. Such acts shall include, but are not limited to: engaging in verbal or written communication with the holder of the funds or obligations; executing and filing all documents necessary to facilitate the payments or credits of the unclaimed funds or obligations; receiving written correspondence and all other documentation relevant to the payments or credits of the unclaimed funds or outstanding obligations; and receiving possession of the payments of these funds on behalf of Newport Beach Fire Dept. The Locator Services Group Ltd., as Agent, may not make any expenditure or incur any costs on behalf of The City of Newport Beach Signed this—day of 200_ City of Newport Beach By: Homer Bludau City Manager State of County of Tax ID No. 95- 6000251 (Federal) 800 - 9814 -8 (State) On 200 _ before me, Notary Public, personally appeared City Manager Homer Bludau who proved tome on the basis of satisfactory evidence to be the person(s) whose name(s) is /are subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity(ies), and that by his signature(s) on the instrument the person(s) or entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALITY OF PERJURY under the laws of the State of true and correct. WITNESS my hand and official seal. Notary Signature: My Commission Expires: that the forgoing paragraph is NOTARY SEAL TLSG Reference Number: 8888NewportBeochFD STATEMENT OF QUALIFICATIONS Professional Affiliations TLSG has an A+ rating with the Better Business Bureau and has been a member since 1994. TLSG is certified as a Women's Business Enterprise. TLSG is an active member and has been a sponsor of the Unclaimed Property Professionals Organization ( "UPPO "); an association dedicated to educating businesses about unclaimed property law and best practices.. TLSG's Principal was a featured speaker on unclaimed property recovery at the UPPO's 2009 Annual Conference. TLSG's Principal is a member of the International Women's Insolvency & Restructuring Confederation. TLSG's Principal is a member of the Women's President's Organization. Legal Expertise TLSG's has prevailed in litigation against the Commonwealth of Massachusetts resulting in TLSG's clients receiving an additional $1,768,007 in payments from the State. TLSG has prevailed in numerous public record cases against multiple government agencies concerning TLSG's right to receive information on outstanding payments owed to TLSG clients. TLSG's Principal is an attorney with more than 16 years of asset recovery experience. TLSG's Principal Assisted the Commonwealth of Massachusetts' Department of Treasury with the drafting of the Commonwealth's 2000 Unpaid Check Fund Regulations. TLSG's Principal attended drafting sessions of the 1995 Uniform Unclaimed Property Act. TLSG's Principal is a member of multiple bars. Proven Track Record TLSG has been in business for more than fifteen years. TLSG has assisted in the recovery of over 150 Million Dollars. TLSG has represented more than half of the Fortune 100. Additional Qualifications TLSG carries professional liability insurance & is fidelity bonded. TLSG has developed "proprietary" processes and procedures for identifying and recovering funds. TLSG's Recovery Associates undergo an extensive training program before they may assist clients.