HomeMy WebLinkAboutC-4557 - Pre-employment Background InvestigationsPROFESSIONAL SERVICES AGREEMENT WITH
RICK JOHNSON DBA JOHNSON INVESTIGATIVE SERVICES
FOR PRE - EMPLOYMENT BACKGROUND INVESTIGATIONS
THIS AGREEMENT is made and entered into as of this 24th day of May, 2010, by and
between the CITY OF NEWPORT BEACH, a Municipal Corporation ( "City "), and RICK
JOHNSON- Doing Business as ( "DBA ") JOHNSON INVESTIGATIVE SERVICES (a
Background Investigator) whose address is 2973 Harbor Blvd. #3080, Costa Mesa,
California, 92626 ( "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 carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City is planning to utilize the professional services offered by Johnson
Investigative Services.
C. City desires to engage Consultant to perform a thorough pre - employment
background investigation that meets Police Officer Standards and Training
( "POST') standards of applicants seeking positions within the Newport Beach
Police Department ( "Services ").
D. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the Services described in this Agreement.
E. The principal member[s] of Consultant for purposes of Background Investigative,
shall be Rick Johnson.
F. City has solicited and 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:
1. TERM
The term of this Agreement shall commence on the above written date, and shall
terminate on the 31" day of December, 2010, unless terminated earlier as set forth
herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of Services
attached hereto as Exhibit A and incorporated herein by reference. The City may elect
to delete certain tasks of the Scope of Services at its sole discretion.
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 Background Investigation, 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 Human Resources Director not later than ten (10)
calendar days after the start of the condition that purportedly causes a
delay. The Human Resources Director 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, e-mail, fax, hand - delivery or mail.
4. COMPENSATION TO CONSULTANT
City shall pay Consultant for the services on a time and expense not -to- exceed basis in
accordance with the provisions of this Section and the Schedule of Billing Rates
attached hereto as Exhibit A and incorporated herein by reference. Consultant's
compensation for all work performed in accordance with this Agreement, shall not
exceed Twelve Hundred Dollars and no /100 ($1,200) per investigation plus
reimbursable items and sub - consultant fees (including mileage, postage and out -of -area
travel) 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. Total
compensation for the term of this Agreement shall not exceed $6,000 without prior
written authorization from the city.
4.1 Consultant shall submit monthly invoices to City describing the work
performed the preceding month. Consultant's bills shall include the name
of the person who performed the work, a brief description of the services
performed and/or the specific task in the Scope of Services to which it
relates, the date the services were performed, the number of hours spent
on all work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Consultant no later than thirty
(30) days after approval of the monthly invoice by City staff.
Professional Services Agreement Page 2
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 Investigation, but which is not included within the
Scope of Services and which the parties did not reasonably anticipate
would be necessary at the execution of this Agreement.
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 RICK JOHNSON to be its Project
Manager. Consultant shall not remove or reassign the Project Manager or assign any
new or replacement personnel to the Investigation 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 Investigation 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 Investigation on a timely basis as contemplated by this Agreement.
6. ADMINISTRATION
This Agreement will be administered by the Human Resources Department. TERRI
L. CASSIDY, HUMAN RESOURCES DIRECTOR, or her designee, shall be the Project
Administrator and shall have the authority to act for City under this Agreement. The
Project Administrator or her 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, where applicable:
A. 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
Professional Services Agreement Page 3
with community professional standards. All services shall not 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
profession.
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 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, s uits, 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, sub - 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.
Professional Services Agreement Page 4
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 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 in the Background
Investigation.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and direction with City's
Project Administrator in advance of all critical decision points in order to ensure the
Background Investigation proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator and /or her duly authorized
designee informed on a regular basis regarding the status and progress of the Background
Investigation, 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, policies of insurance of the type and amounts described below and in
a form satisfactory to City.
A. Proof of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation. Insurance
certificates and endorsement 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 contract.
City reserves the right to require complete, certified copies of all required
insurance policies, at any time.
Professional Services Agreement Page 5
Consultant shall procure and maintain for the duration of the contract
insurance against claims for injuries to persons or damages to property,
which may arise from or in connection with the performance of the work
hereunder by Consultant, his agents, representatives, employees or sub -
consultants. The cost of such insurance shall be included in Consultant's
bid.
B. 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.
C. Coverage Requirements.
Workers' Compensation Coverage. Consultant shall maintain
Workers' Compensation Insurance (Statutory Limits) and
Employer's Liability Insurance (with limits of at least $1,000,000) for
Consultant's employees in accordance with the laws of the State of
California, Section 3700 of the Labor Code. If the consultant does
not employ anyone else to perform the services listed in this
agreement, then the consultant must execute the Certificate of
Exemption from Worker's Compensation form (Exhibit B).
ii. General Liability Coverage. Consultant shall maintain commercial
general liability insurance in an amount not less than $1,000,000
per occurrence for bodily injury, personal injury, and property
damage, including without limitation, blanket contractual liability.
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 $1,000,000 combined single limit for each accident.
iv. Professional Liability (Errors & Omissions) Coverage. Consultant
shall maintain professional liability insurance that covers the
services to be performed in connection with this Agreement, in the
minimum amount of $1,000,000 limit per claim and in the
aggregate.
D. Other Insurance Provisions or Requirements.
The policies are to contain, or be endorsed to contain, the following provisions:
Professional Services Agreement Page 6
Waiver of Subrogation. All insurance coverage maintained or
procured pursuant to this agreement shall be endorsed to waive
subrogation against City, its elected or appointed officers, agents,
officials, employees and volunteers or shall specifically allow
Consultant or others providing insurance evidence in compliance
with these requirements to waive their right of recovery prior to a
loss. Consultant hereby waives its own right of recovery against
City, and shall require similar written express waivers and
insurance clauses from each of its sub - consultants.
ii. Enforcement of Contract Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of the City to
inform Consultant of non - compliance with any requirement imposes
no additional obligations on the City nor does it waive any rights
hereunder.
iii. Requirements not Limiting. Requirements of specific coverage
features or limits contained in this Section are not intended as a
limitation on coverage, limits or other requirements, or a waiver of
any coverage normally provided by any insurance. Speck
reference to a given coverage feature is for purposes of clarification
only as it pertains to a given issue and is not intended by any party
or insured to be all inclusive, or to the exclusion of other coverage,
or a waiver of any type.
iv. Notice of Cancellation. Consultant agrees to oblige its insurance
agent or broker and insurers to provide to City with 30 days notice
of cancellation (except for nonpayment for which 10 days notice is
required) or nonrenewal of coverage for each required coverage.
E. Timely Notice of Claims. Consultant shall give City prompt and timely
notice of claims made or suits instituted that arise out of or result from
Consultant's performance under this Agreement.
F. 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. 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.
Professional Services Agreement Page 7
16. OWNERSHIP OF DOCUMENTS
Each and every report, document and other writing produced (hereinafter "Documents "),
prepared or caused to be prepared by Consultant, its officers, employees, agents , 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.
17. CONFIDENTIALITY
All Documents, notes and communications that result from the services in this Agreement,
shall be kept confidential unless City authorizes in writing the release of information.
18. 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.
19. 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.
20. ERRORS AND OMISSIONS
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 expense shall be borne by Consultant. Nothing in this
Professional Services Agreement Page 8
paragraph is intended to limit City's rights under the law or any other sections of this
Agreement.
21. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with Background
Investigations.
22. 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.
23. 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:
Attn: Terri L. Cassidy, Human Resources Director
Human Resources Department
City of Newport Beach
3300 Newport Boulevard
P.O. Box 1768
Newport Beach, CA 92658
Phone: 949 -644 -3303
Fax: 949 - 718 -1858
All notices, demands, requests or approvals from CITY to Consultant shall be addressed
to Consultant at:
Attention: Rick Johnson
Johnson Investigative Services
2973 Harbor Blvd. #308
Costa Mesa, CA 92626
Phone: 714 - 435 -0990
Fax: 714 - 546 -0196
Professional Services Agreement Page 9
24. 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.
25. 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, county, state and federal laws, rules,
regulations and permit requirements and be subject to approval of the Project
Administrator and City.
26. 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.
27. 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.
Professional Services Agreement Page 10
28. CONFLICTS OR INCONSISTENCIES
In the event there are any conflicts or inconsistencies between this Agreement and the
Scope of Services or any other attachments attached hereto, the terms of this
Agreement shall govern.
29. 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 which might otherwise apply.
30. 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.
31. 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.
32. 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.
33. EQUAL OPPORTUNITY EMPLOYMENT
Consultant represents that it is an equal opportunity employer and it shall not
discriminate against any employee or applicant for employment because of race,
religion, color, national origin, handicap, ancestry, sex or age.
Professional Services Agreement Page 11
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:
L
Mynette D. Beauchamp ,/,P
Assistant City Attorney
Z4
ATTEST:
By:Dli4
Leilani Brown,
City Clerk
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CITY OF NEWPORT BEACH,
A Municipal Corporati n �r
By: J�Xz 'x -L4-07
Terri L. Cassidy
Human Resources Director
CONSULTANT:
By: qZ1 CA A -0A :T, 3 0 R SSU
(Corporate Officer)
Title: Background Investigator
Print Name: Rick Johnson
By:
( ancial Officer)
Title:
Print Name:
Attachments: Exhibit A — Scope of Services & Billing Rates
Exhibit B- Certificate of Exemption from Worker's Compensation
Agreement
Professional Services Agreement Page 12
Exhibit A
JOHNSON INVESTIGATIVE SERVICES
PRE - EMPLOYMENT BACKGROUNDS
2973 HARBOR BLVD. #308
COSTA MESA CA 92626
(714) 435 -0990 LICENSE 19582
May H, 2010
"Terri L. Cassidy, J.D.
Director of Human Resources
City of Newport Beach
3300 Newport Blvd. Bldg, B
Newport Beach CA 92663
Dear Ms Cassidy:
I enjoyed meeting with you last week to discuss the background investigation
process for the next chief of police. Per our discussion I have enclosed the
following documents: private investigator's license; liability insurance and
automobile insurance.
I look forward to assisting you in any way that F can. Please contact me should
your need any additional information.
cerely,
Ric —
nson —
Background Investigator
JOHNSON INVESTIGATIVE SERVICES
PRE - EMPLOYMENT BACKGROUNDS
2973 HARBOR BLVD. #308
COSTA MESA CA 92626
(714) 435 -0990 LICENSE 19582
BACKGROUND INVESTIGATION SERVICES
Johnson Investigative Services shall perform a thorough background
investigation (in writing) that meets POST standards, of all employment
applicants submitted to Johnson Investigative Services by the City of
Newport Beach. Said services shall include, but are not limited to, the
following:
• Verify completeness of Personal History Statement
• Verify applicant's date of birth
• Verify marriage /divorce records
• interview the applicant
• Interview present and past employers (past ten years)
• Interview personal references (co- workers, supervisors, other
department heads, community leaders) and neighbors
• Verify military records
• Provide a written report and Investigative Summary
• Final report to be submitted no longer than six weeks from the time of
assignment, unless agreed upon by the City of Newport Beach
The City of Newport Beach agrees to provide the following documents:
• Live scan fingerprints, including firearms verification
• DV1V printout
• College degree verification
• Credit report
• Copies of Police Department background forms: references; employer
verification; ect.
• Local Law Enforcement agency checks
• POST background investigation report tabs for final report
• Applicant's signed waiver of release
• Polygraph examination (if required)
The applicant will be asked to provide:
• Birth Certificate proof of citizenship (if born out side the United
States)
• Marriage /divorce certificates
• DD -214 form if served in the military
• Driver's License, Social Security card and automobile insurance
• Copies of all POST Certificates, Performance Evaluations, Discipline
and training
• High school diploma and/or transcripts
• Any other documents that may be required
Johnson Investigative Services will provide copies of:
• Private Investigator's License
• Liability Insurance
• Automobile Insurance
Compensation:
• Completed background investigation (including mailers) $1200.04
• Mileage $00.50 /mi
• Postage actual cost
• Out of area travel, actual cost
• No extra fee for extra time for out of area travel
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RECEIPT NO. 15500065
JOHNSON INVESTIGATIVE SERVICE
2973 HARBOR BLVD_ #308
COSTA MESA CA 92626
8ureaa of Security and Investfgatvla. Services
P.O. Box 989002
West Sacramentoo,, CA 95798 -9002
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®.CQBLX CERTIFICATE OF LIABILITY INSURANCE 1 3/3/2010
NEIL M LINDSTROM INSURANCE AGENCY Ii0 1- THIS CERTIFICATE DOES NOT AMEND, ERTENC
P.O. BOA 406 ALTER THE COVERAGE AFFORDED BY THE POUCEES BE
VERDUGO CITY, CA 91046 -0406
i INSURERS AFFRG ie1o. O COVERAGE NAICC
JOHNSON INVESTIGATIVE SERVICES j INSURER A:
2973 HARBOR BLVD. 4308 I INSURER C:
COSTA MESA, CA 92626 INSURER O:
AVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR COMMON OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR i
WAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. E=USiONS AND CONDITIONS OF SUCH I
vry lnec I n'm eurnanl re .vumee aecemenuren ev aemn AL1LC
i -- POLICY NUMBER �LL1�CYI �_ _5!_7�yVEi POLI Y
TYPEOF INSURANCE ATE@4M"L�+rY' r11yT,E('W'A'O
I LIMITS i
GENERAL LLABILITY i
][ �C URCIFLOEE NRLLBIT
CIA'.... 's %; occuR i
pL g `g� sxRQRSSC usiTONS I CPS1158675 , 03/04/10 : 03/04/11
i
OENL AGGREGATE LIMIT APPLIES PERT
�1 POLICY n dET -- LOC
I EACH OCCURRENCE 9 1
PREMISES 100.0D0
MEDEXP(MyoDSpersm) s 5.000 j
PERSONAL SAW INJURY 's 1.000.000 i
GENERAL AGGREGATE $ 2,000,000
ICDUCTS -OOlJ *p AGO S 2.000,000
I
LAUTOMOBILE
LIABILITY
ANYA4 70 I
ALL OWNED AUTOS
I SCHEDULED AUTOS
HIRED AUTOS
NON- OWNEDAUTOS
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PRIVATE INVESTIGATOR
CERTIFICATE HOLDER BELOW IS ADDED AS AN ADDITIONAL INSURED AS RESPECTS THE
OPERATIONS OF TEE NAMED INSURED ONLY
_ *10 DAYS FOR NON— PAYIW=
:ERTIFICATE HOLDER CANCELLATION
SHOULDANY OF THE ABOVE DESCRIBED POLIVES DE BEFORE THE EXPIRATION
PI O. SORI 9575 DATETHEREOF, THE IsswNG NsI>RER NnLL ENDEAVOR TO MAa30* DAYS WRTREN
IRVINE, 1 92623— 957 5 NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IRTIN , CA 92623-9575 =POSE NO OBLIGATION OR LLADUTY OF ANY "D UPON THE NSURER, ITS AGENTS OR
0 Interinsurance Exchange of the Automobile Club
Automobile Insurance Policy Coverages and Limits
Renewal Declarations
We are pleased to offer you a renewal for your automobile insurance policy. To renew your policy, send at least the minimum
payment on or before the due date. Insurance is in effect only for the vehicles, coverages, and limits of liability shown on this
declarations page and as set forth in the insurance policy and endorsements. These declarations, together with the contract and
the endorsements in effect, complete your policy. If any change to your policy or to the information we have on file results in a
premium decrease during the policy period, the Interinsurance Exchange reserves the right to apply any refund due to your
outstanding balance.
NAMED INSURED Item 1.) _
A� UTO POLICY NUMBER: G 7672866
JOHNSON, RICK J AND VENITA K POLICY PERIOD (PACIFIC STANDARD TIME)
2973 HARBOR BLVD APT 308 POLICY EFFECTIVE DATE: 10 -02-09 12:01 A.M.
COSTA MESA CA 92626 -3912 Ij POLICY EXPIRATION DATE: 10 -02 -10 12:01 A.M.
I
VEHICLES
VEHICLE IDENTIFICATION VEHICLE GARAGE ANNUAL
NUMBER YEAR MAKE MODEL NUMBER USE ZIP CODE MILES ' -EASED FINANCED
1 1995 TOYO 4RUNNER SRS JT3VN29V4S0045113 COMMUTE 92626 5,001 - 7,500 NO NO
2 2003 TOYO AVA.LON XL/XLS 4T18F28883U325982 PLEASURE 92626 10,001 . 15,000 NO YES
3 2008 TOYO CAMRY SOLARA SE,'SLE /SPORT 4T1FA381`581.1159541 PLEASURE $2626 2,501.5,000 NO NO
COVERAGES AND LIMITS
ANNUAL PREMIUMS
Coverage is not in effect unless a premium or the word - Included" Is shown.
i$540 l$718 is ass
Vehicle 1
Vehicle 2
COVERAGES LIMITS OF LIABILITY
Vehicle 1
Vehicle 2
Vehicle 3 Vehicle Vehicle
Liability
ACV
ACV
ACV
Bodily Injury $500,000 each parson/ $1,000,000 each occurrence
? S 172
`: $ 202
:$ 166
Property Damage $100,000 each occurrence
s 126
? $ 142
$ 108
Medical
Collision
ACV
ACV
NA
NA
NA
Physical Damage {ACUaI Cash venue unpss otnamse s^.atatl, lass oedvcoae7
NA NA ': NA
i$540 l$718 is ass
Vehicle 1
Vehicle 2
Vehicle 3 Vehicle
Vehicle
$ 2126
Comprehensive
ACV
ACV
ACV
$ 37
`: $ 34
1$64
(Less Deductible)
$500
$500
$500
Collision
ACV
ACV
ACV
:$ 161
S 266
i $454
(Less Deductible)
5500
$500
$500
Car Rental Expense
(Per Day)
$30
530
$30
` s 22
i $ 30
:$ 29
Bodily Injury $30.000 each person; $60.0]0 each accident
Uninsured & Undennsured Vehicles
Uninsured Deductible Waiver
Uninsured Collision
Total Premium
PREMIUM DISCOUNTS
Please refer to the enclosed document entitled "Premium Discounts Applied to Your Automobile Policy.
"If at any time you choose to pay less than the full balance outstanding,
finance charges of up to 1.5% per month of the balance outstanding will apply
as explained in your billing statements, which are part of these declarations.
$22 f S24 ($21
Included Included Included t
NA NA ': NA
i$540 l$718 is ass
"NA" indicates coverage not purchased.
Total Annual Premium'
$ 2126
(Includes ail applicable discounts.)
Less Policyholder's Dividend
5 188
Net Premium'
$ 1936
PROCESS DATE 08.27 -09 PLEASE ATTACH TO YOUR POLICY (SEE REVERSE)
Exhibit B
CITY OF NEWPORT BEACH
CERTIFICATE OF EXEMPTION FROM WORKERS' COMPENSATION INSURANCE
I hereby certify that in the performance of the work for which this Agreement is entered
into, I 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 24th day of May, 2010, at Newport Beach, California.
(Consultant's Signature)
Rick Johnson, Background Investigator
(Print Consultant's name and title)