HomeMy WebLinkAbout5636SUBJECT: Professional Services
Agreement with BERK Consulting, Inc.
(for annexation fiscal analysis and public
outreach communication)
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
ow2�t 5630
Study Session Date: November 9, 2016
COUNCIL MEETING Date: November 16, 2016
Department: DCD
Presenter: Andrea L. Spencer
Phone: 360.473.5283
SUMMARY: Since 2013 the City of Bremerton has contracted with BERK to conduct fiscal analysis
for all the West Bremerton urban growth areas (UGAs): Charleston Beach, Gorst, Navy Yard City,
Rocky Point, and West Hills. BERK has an industry -recognized expertise to conduct annexation
impact analysis and local knowledge of Bremerton that makes them very qualified to provide
professional services to the City.
DCD proposes building on the work that BERK has already completed for the City and analyze the
East Bremerton UGAs: Enetai and Tracyton. The proposed Professional Services contract also
includes developing an online calculator that will be incorporated into the City's website that will
assist residents to dynamically estimate the impact of annexation based on their unique household
circumstances. This online tool will be for residents of both East & West Bremerton UGAs, and
should prove to be a very useful tool for the City to utilize to help communicate with citizens.
ATTACHMENTS: Professional Services Agreement with BERK
FISCAL IMPACTS (Include Budgeted Amount): The proposed contract amount is up to $51,250,
which has been budgeted within DCD's 2016 Professional Services.
STUDY SESSION AGENDA: X No Presentation ❑ Full Presentation
STUDY SESSION ACTION: 1xi Consent Agenda ❑ General Business ❑ Public Hearing
RECOMMENDED MOTION: Move to approve the professional services agreement with BERK
Consulting Inc. for the annexation fiscal analysis and public outreach communication; and authorize
the Mayor to finalize and execute the agreement with substantially the same terms and conditions as
presented.
COUNCIL ACTION: [Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action
Form Updated 01/07/15
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PROFESSIONAL SERVICES AGREEMENT
City of Bremerton/BERK Consulting, Inc.
ANNEXATION FISCAL ANALYSIS AND OUTREACH
COMMUNICATION
The City of Bremerton ("City") and BERK Consulting, Inc. ("Consultant"), referred to
collectively as the "Parties," enter into the following Agreement for professional services:
I. Scope: The Consultant agrees to perform the services more specifically described in the
Scope of Work, dated October 18, 2016, including any attachments thereto , attached hereto as
Exhibit A, which is incorporated by reference herein. The Scope of Work may be modified only
pursuant to Section VII.H of this Agreement. If the Scope of Work provides for unspecified
additional services such services shall only be performed upon the express written request of the
City. Consultant further represents that the services furnished under this Agreement will be
performed in accordance with generally accepted professional practices in effect at the time such
services are performed.
II. Term: The City and the Consultant agree that work will begin on the tasks described in
Exhibit A immediately upon execution of this Agreement. The parties agree that the work
described in Exhibit A is to be completed as provided for in the work schedule attached hereto as
Exhibit B; provided however, that additional time shall be granted by the City for excusable
delays or extra work as provided for in Section IKA of this agreement.
III. Compensation: In consideration of the services provided pursuant to this Agreement, the
City shall pay Consultant in an amount not to exceed $51,250.00 (Fifty-one Thousand Two
Hundred -fifty Dollars). Consultant's charges and bills shall conform to the fee schedule attached
hereto as Exhibit C and incorporated herein by this reference.
The Consultant shall submit regular billing statements detailing work performed and
amount charged on each task or portion thereof. The descriptions shall conform to and fall
within the categories set out in the Scope of Work and/or Fee Schedule. Upon receipt of a
conforming billing statement, the City shall promptly process payment. PROVIDED,
HOWEVER, the City reserves the right to prioritize scoped work and accelerate and/or delay
work tasks under the time frame set forth in Section II herein. The Consultant's labor rates and
billing fees shall be as delineated in Exhibit C.
Consultant shall not perform work beyond the Scope of Work, nor shall be compensated
for such work, unless the Scope of Work or amount of compensation is modified pursuant to this
Agreement. Consultant shall only be compensated for additional services if requested pursuant
to Section I and, if not otherwise provided, such compensation shall be in accordance with
Exhibit C.
City of Bremerton/BERK Consulting Inc.
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If a billing statement does not conform to this Agreement, the City may withhold
payment until the statement is brought into compliance. Such withholding does not relieve
Consultant of its obligations under this Agreement.
IV. Relationship of Parties: Consultant represents that it is skilled in the matters addressed
in the Scope of Work and is performing independent functions and responsibilities within its
field of expertise. Consultant and its personnel are independent Consultants and not employees
of the City. Consultant and its personnel have no authority to bind the City or to control the
City's employees and other Consultants. None of the benefits provided by the City to its
employees, including, but not limited to, compensation, insurance, and unemployment insurance
are available from the City to the employees, agents, representatives, or sub -Consultants of the
Consultant. Consultant will be solely and entirely responsible for its acts and for the acts of
Consultant's agents, employees, representatives and sub -Consultants during the performance of
this Agreement. The City may, during the term of this Agreement, engage other independent
Consultants to perform the same or similar work.
As an independent Consultant, Consultant is responsible for its own management. The
City's administration and enforcement of this Agreement shall not be deemed an exercise of
managerial control over Consultant or its personnel.
As an independent Consultant, Consultant is responsible for payment of all taxes and
licensing fees necessary to perform its obligations under this Agreement_ These taxes and fees
include but are not limited to State industrial insurance, Business & Occupation, State
professional licensing, and City business licensing. If any taxes or fees due the City have been
declared delinquent, the City may withhold the delinquent amount, plus any additional charges
arising from the delinquency, from any payments due Consultant.
V. Indemnification:
A. Consultant shall defend, indemnify and hold the City, its officers, officials,
employees, agents and volunteers harmless from any and all claims, injuries, damages, losses or
suits, including all legal costs and attorney fees, arising out of or in connection with the
performance of this Agreement except for that portion of the injuries and damages caused by the
City's sole negligence, unless Consultant is conducting work pursuant to Subsection B below.
The City's review or acceptance of any of the work when completed shall not be grounds
to avoid any of these covenants of indemnification.
B. Architects, Engineers and Any Other Professional Listed In and Performing
Services Defined in RCW 4.24.115. Should a court of competent jurisdiction determine that
Consultant's services provided pursuant to this Agreement is subject to RCW 4.24.115, then, in
the event of liability for damages arising out of bodily injury to persons or damages to property
caused by or resulting from the concurrent negligence of the Consultant and the City, its officers,
officials, employees, agents and volunteers, the Consultant's liability hereunder shall be only to
the extent of the Consultant's negligence.
City of Bremerton/BERK Consulting Inc.
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IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S
WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY
FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER
ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER.
The provisions of this section shall survive the expiration or termination of this Agreement.
VI. Insurance: The Consultant shall procure and maintain for the duration of the Agreement,
insurance against claims for injuries to persons or damage to property which may arise from or in
connection with the performance of the work hereunder by the Consultant, its agents,
representatives, employees, sub -consultants or sub -Consultants.
Before beginning work on the project described in this Agreement, the Consultant shall
provide a Certificate of Insurance evidencing:
1. Automobile Liability insurance with limits no less than $1,000,000 combined single
limit per accident for bodily injury and property damage; and
2. Commercial General Liability insurance written on an occurrence basis with limits no
less than $1,000,000 combined single limit per occurrence and general aggregate for
personal injury, bodily injury and property damage. Coverage shall include but not be
limited to: blanket contractual; products/completed operations/broad form property
damage; explosion, collapse and underground (XCU) if applicable; and
3. Excess Liability insurance with limits not less than 1,000,000 limit per occurrence and
aggregate.
4. Professional Liability insurance with limits no less than $1,000,000 limit per
occurrence/claim.
5. Workers Compensation insurance as statutorily required by the Industrial Insurance Act
of the State of Washington, Title 51, Revised Code of Washington and employer's
liability with limits not less than $1,000,000.
Any payment of deductible or self insured retention shall be the sole responsibility of the
Consultant.
All required policies shall be provided on an "occurrence" basis except professional
liability insurance (if required), which may be provided on a "claims -made" basis.
The City shall be named as an additional insured on the Commercial General Liability
insurance policy, as respects work performed by or on behalf of the Consultant and a copy of an
endorsement that is acceptable to the City, which names the City as an additional insured shall be
attached to the Certificate of Insurance. The City reserves the right to receive a certified copy of
all the required insurance policies and endorsements. The City further reserves the right to reject
any unacceptable policies and/or endorsements.
City of Bremerton/BERK Consulting Inc.
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The Consultant's Commercial General Liability insurance shall contain a clause stating
that coverage shall apply separately to each insured against whom claim is made or suit is
brought, except with respects to the limits of the insurer's liability.
The Consultant's insurance shall be primary and non-contributory insurance as respects
the City and shall contain a waiver of subrogation against the City for claims arising out of any
operations, liabilities and obligations to which coverage applies. It shall be an affirmative
obligation upon Consultant to advise the City's Risk Manager by fax at (360) 473-5161, or by
certified mail, return receipt requested to City of Bremerton, attn: Risk Management, 345 6th
Street, Suite 600, Bremerton, WA 98337 within two days of the cancellation, suspension or
substantive change of any insurance policy set out herein, and failure to do so shall be construed
to be a breach of this Agreement.
The City also reserves its unqualified right to require at any time and for any reason,
proof of coverage in the form of a duplicate of the insurance policy with all endorsements as
evidence of coverage.
VII. General Conditions:
A. Reports and Information: When requested by the City, Consultant shall furnish
periodic reports and documents on matters covered by this Agreement. The reports and
documents shall be furnished in the time and form requested. Consultant shall maintain
accounting records in accordance with Generally Accepted Accounting Principles (GAAP) to
substantiate all billed amounts.
B. Ownership and Use of Records and Documents: Original documents, drawings,
designs and reports, including those in electronic format, developed under this Agreement are the
property of the City. All written information submitted by the City to the Consultant in
connection with the services performed by the Consultant under this Agreement will be
safeguarded by the Consultant to at least the same extent as the Consultant safeguards like
information relating to its own business. If such information is publicly available or is already in
Consultant's possession or known to it, or is rightfully obtained by the Consultant from third
parties, Consultant shall bear no responsibility for its disclosure, inadvertent or otherwise.
All data, documents and files created by Consultant under this Agreement may be stored
at Consultant's office in Seattle , Washington. Consultant shall make such data,
documents, and files available to the City upon its request at all reasonable times for the purpose
of editing, modifying and updating as necessary until such time as the City is capable of storing
such information in the City's offices. Duplicate copies of this information shall be provided to
the City upon its request, and at reasonable cost.
All documents, including all reports, drawings, specifications, computer software or other
items prepared or furnished by Consultant pursuant to this Agreement, are instruments of service
with respect to the project and are the property of the City. Any reuse by the City for other than
the specific purpose intended will be at City's sole risk.
City of Bremerton/BERK Consulting Inc.
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C. Use of Photog_ranhs and Images. Consultant shall not use or distribute
photographs or images depicting City officials, personnel, property, or equipment whether
prepared by Consultant or provided by City without prior written consent of the City. The City
will not unreasonably withhold its consent.
D. Work Performed at Consultant's Risk: Consultant shall take all precautions
necessary and shall be responsible for the safety of its employees, agents, and sub -consultants in
the performance of the work hereunder and shall utilize all protection necessary for that purpose.
All work shall be done at Consultant's own risk, and Consultant shall be responsible for any loss
of or damage to materials, tools, or other articles used or held for use in connection with the
work.
E. Place of Work: The Consultant shall perform the work authorized under this
Agreement at its offices in Seattle, Washington. Meetings with the City staff as described in
Exhibit A, Scope of Work, shall take place at the City's offices, or at locations mutually agreed
upon by the parties.
F. Entire Agreement: This Agreement and its Exhibits constitutes the entire
agreement between the Parties, and the Parties acknowledge that there are no other agreements,
written or oral, that have not been set forth in the text of this Agreement.
G. Severability: Should any part of this Agreement be found void, the balance of the
Agreement shall remain in full force and effect.
H. Modification: This Agreement may only be modified by written instrument signed
by both Parties.
I. Written Notices: All communications regarding this Agreement shall be sent
to the parties at the addresses listed below by registered or 1st class mail, or by personal service,
and shall be deemed sufficiently given if sent to the addressee at the address stated in this
Agreement or such other address as may be hereafter specified in writing.
City Address
City of Bremerton
345 6`' Street, Suite 600
Bremerton, WA 98337
Consultant Address
BERK Consulting, Inc.
2025 First Ave., Suite 800
Seattle, WA 98121
J. Waiver: Failure to enforce any provision of this Agreement shall not be deemed a
waiver of that provision. Waiver of any right or power arising out of this Agreement shall not be
deemed waiver of any other right or power.
City of Bremerton/BERK Consulting Inc.
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K. Non -Waiver of Breach: The failure of the City to insist upon strict performance
of any of the covenants and agreements contained herein, or to exercise any option herein
conferred in one or more instances shall not be construed to be a waiver or relinquishment of
said covenants, agreements or options, and the same shall be and remain in full force and effect.
L. Compliance with Laws: Consultant shall comply with all applicable Federal,
State, and local laws in performing its obligations under this Agreement.
M. Choice of Law and Venue: This Agreement shall be interpreted according to the
laws of the State of Washington. Any judicial action to resolve disputes arising out of this
Agreement shall be brought in Kitsap County Superior Court.
N. Attorneys' Fees: In the event of litigation to enforce any of the terms or
provisions herein, each party shall pay all its own costs and attorney's fees.
O. Assignment: Any assignment of this agreement by the Contractor without the
written consent of the City shall be void.
VIII. Nondiscrimination: Consultant shall not discriminate in employment or services to the
public on the basis of race, color, national origin, sex, religion, age, marital status, disability, or
sexual orientation except for employment actions based on bona fide occupational qualification.
IX. Termination: This Agreement shall remain in force until completion and acceptance of
the services, terminated by written instrument upon mutual consent, or by the City of Bremerton
for convenience. This Agreement may be immediately terminated for cause by a Party if the
other Party substantially fails to perform through no fault of the terminating Party, and the non-
performing Party does not commence correction of the failure of performance within thirty (30)
days of the terminating Party's sending notice to the non-performing Party. Any Notice by
Consultant shall include a report showing the status of all items listed in the Scope of Work
current through the termination date.
If the City receives reimbursement by any federal, state, or other source for work described in
Section I herein, and that funding is withdrawn, reduced or limited in any way, or the project is
cancelled or substantially reduced after the execution date of this Agreement and prior to the
completion of the work, the City may summarily terminate this Agreement.
A. Excusable Delays: The right of Consultant to proceed shall not be terminated nor
shall Consultant be charged with liquidated damages for any delays in the completion of the
work due to: 1) any acts of the federal government in controlling, restricting, or requisitioning
materials, equipment, tools, or labor by reason of war, national defense, or other national
emergency; 2) any acts of the City, its consultants, or other public agencies causing such delay,
and 3) causes not reasonably foreseeable by the parties at the time of the execution of the
Agreement that are beyond the control and without the fault or negligence of the Consultant,
including, but not restricted to, acts of God, fires, floods, strikes, or weather of unusual severity.
PROVIDED, HOWEVER, that the Consultant must promptly notify the City within ten (10)
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calendar days in writing of the cause of the delay. If, on the basis of the facts and the terms of
this Agreement, the delay is properly excusable, the City shall, in writing, extend the time for
completing the work for a period of time commensurate with the period of excusable delay.
B. Rights Upon Termination: In the event of termination, the City shall pay for all
services performed by the Consultant to the effective date of termination, as described on a final
invoice submitted to the City. After termination, the City may take possession of all records and
data within the Consultant's possession pertaining to this project which may be used by the City
without restriction. Any such use not related to the project which Consultant was contracted to
perform shall be without liability or legal exposure to the Consultant.
X. Suspension & Debarment. For contracts involving Federal funding, Consultant hereby
certifies, by signing this agreement, that neither it nor its principals are presently debarred,
suspended, proposed for debarment, declared ineligible, or voluntarily excluded from
participation in this transaction by any Federal department or agency. Consultant shall provide
immediate written notice to the City if at any time it learns that it is or has become ineligible for
certification. Should Consultant enter into a covered transaction with another firm, Consultant
agrees by signing this agreement that it will verify that the firm with whom it intends to do
business is not debarred, suspended, ineligible, excluded or disqualified.
CITY OF BREMERTON
By: Padent
its: Wayor
Date: //— 22
Approved as to form:
Bremerton y Attorney
City of Bremerton/BERK Consulting Inc.
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CONSULTANT
Its:�.. . i
D.
Attest:
City Clerk
EXHIBIT A
CITY OF BREMERTON
ANNEXATION FISCAL ANALYSIS AND RESIDENT IMPACTS
COMMUNICATION
Proposed Scope of Work
Updated: October 18, 2016
PROJECT UNDERSTANDING
Further to our previous conversations around
the City of Bremerton's annexation interests,
BERK is pleased to present a proposed
approach for:
Evaluating the impacts to the City of annexing
the East Bremerton (Enetai) and East
Bremerton (Tracyton) (which includes the
unincorporated island south of it, as
shown in the map to the right) potential
annexation areas;
Developing additional resident impacts
handouts (modeled after those developed
for Gorst, Navy Yard City, Rocky Point, and
West Hills) for East Bremerton (Enetai)
and East Bremerton (Tracyton); and,
Developing and embedding an online
calculator on the City's website that will
dynamically estimate the impact of
annexation on residents based on
information about their unique
households.
Page 8of14
a »
East
r ti Bremerton
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West
Hills
Navy
Yard
city
Charleston
Beach
Gorst
EXHIBIT A
CONTINUED
SCOPE OF WORK
Task 1: East Bremerton (Enetai) and East Bremerton (Tracyton) Annexation
Fiscal Analysis
For this study, BERK's efforts will be focused on understanding all of the short-term incremental impacts
of annexation, as well as the significant fiscal impacts of annexation that will be realized over the long-
term. These main elements include:
• Updating the existing annexation model to include the City's most recent budget and development
information and to ensure annexation analysis is responsive to the City's current fiscal situation.
• Reviewing, analyzing, and modeling the short-term incremental impact annexation of East
Bremerton (Enetai and East Bremerton (Tracyton), both separately and together, will likely have on
City revenues, costs, and staffing.
• Assessing longer-term fiscal issues and capital improvement needs related to annexation of East
Bremerton (Enetai) and East Bremerton (Tracyton) in a more qualitative way, with the intention of
identifying long-term risks, opportunities, and uncertainties the City of Bremerton will need to
consider.
The study will be divided into five different tasks, which are outlined below.
Task 1a: Update City of Bremerton Baseline Information
As part of the Gorst Annexation Analysis, BERK conducted a baseline fiscal situation analysis for the City
of Bremerton. A key step in the new annexation study will be to update the City's financial and
development information used in that fiscal analysis to the most recent information available. This
update will ensure that the incremental impacts of annexation are being analyzed compared to the
City's current situation, as cost and revenue levels may have changed in the past year.
This task will require collecting updated budget information from the City of Bremerton, as well as
collection of housing, employment, and population data from available sources. BERK will work with the
City's finance department to ensure that the City's baseline financial situation is accurately captured by
the analysis.
Task 1b: East Bremerton (Enetai) and East Bremerton (Tracyton) Data Gathering and
Land Base Analysis
In Task 3 below, BERK will build a dynamic model of the City cost and revenue structure under different
annexation scenarios. This model and analysis will be based on the updated data collected in Task 1, and
a solid understanding of the City's fiscal structure.
Revenues and costs in the model are driven by the current distribution of land uses and development in
the City, East Bremerton (Enetai) and East Bremerton (Tracyton). This task will include an analysis of
current land use and creation of reasonable development assumptions to understand longer-term
impacts.
Task 1c: Analyze Operating Fiscal Impacts of Annexation
In Task 3 below, BERK will analyze the operating fiscal impacts of annexation on the City of Bremerton
from annexation of both East Bremerton (Enetai) and East Bremerton (Tracyton) individually, as well as
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EXHIBIT A
CONTINUED
together. The analysis will focus in detail on the short-term impacts, and will highlight significant areas
of potential long-term impact for the City's consideration.
Specifically, the analysis will evaluate impacts for the following urban services:
• Fire Service
• Police Service
• Emergency Medical Service
• Transportation
• Utilities, including power and telecommunications, which includes broadband where available
• Stormwater
• Potable water
• Sewer
• Solid Waste
• Park and Recreation Facilities
BERK will use the already developed City of Bremerton specific version of our firm's proprietary
municipal fiscal model to analyze the City of Bremerton's current operating fiscal structure and the
potential fiscal impact of annexation. This model will estimate operating costs and revenues associated
with annexation of East Bremerton (Enetai) and East Bremerton (Tracyton), as well as the combined
impacts of both annexation areas in aggregate.
Task 1d: Assess Capital impacts of Annexation
This task will involve a review of capital infrastructure needs developed for the Kitsap County UGA
Remand process in 2012 and the City of Bremerton and Kitsap County's adopted capital and
transportation improvement plans. BERK will supplement the review of these documents with phone
interviews with key City and County departments to identify any new information that may not be
included in completed planning documents. BERK will work with the City to review the draft assessment
of capital impacts, and will identify areas of concern or adjustments that may be necessary under an
annexation scenario.
The analysis of long-term implications will not include detailed fiscal projections and quantified impacts.
The findings will instead be an identification of future risks and opportunities for the major public
services from a capital needs perspectives.
Task 1e: Draft and Final Technical Memorandum
Upon conclusion of the analysis, BERK will incorporate the findings into a technical memo, modeled
after the City of Bremerton Fiscal Impacts of West Bremerton UGA and Gorst UGA Annexation Report,
August 2015.
Optional Task If: Fiscal Analysis of Annexing all Areas Together
BERK will use the updated Bremerton annexation model to estimate the operating costs and revenues
associated with annexation of all six annexation areas East Bremerton (Enetai), East Bremerton
(Tracyton), Gorst, Navy Yard City, Rocky Point, and West Hills together. This will involve updating the
development assumptions for the four West Bremerton annexation areas. Upon conclusion of the
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EXHIBIT A
CONTINUED
analysis, BERK will incorporate the findings into an updated version of the City of Bremerton Fiscal
Impacts of West Bremerton UGA and Gorst UGA Annexation Report, August 2015.
Task 2. East Bremerton and East Bremerton (Tracyton) Annexation Resident
Impacts Data Collection and Handout Development
BERK will adapt the current impacts of annexation to residents analysis (developed as part of the West
Bremerton UGA and Gorst UGA Annexation Study — Amendment 1) to include East Bremerton (Enetai)
and East Bremerton (Tracyton) as additional potential annexation areas. BERK will collect the data
necessary to generate the same analysis for that potential annexation area, and develop a handout for
each area, using the handout template from that project such that the handout will be consistent with
those developed by BERK for Gorst, Navy Yard City, Rocky Point, and West Hills.
Task 3, City of Bremerton Annexation Internal Calculator Development
BERK will adapt the current impacts of annexation to residents analysis (developed as part of the West
Bremerton UGA and Gorst UGA Annexation Study — Amendment 1 and Task 1 [for the East Bremerton
Enetai) and East Bremerton (Tracyton) potential annexation areas]) to develop a simple, easy to use
excel calculator that will deliver real-time tax estimates (current and assumed based on annexation)
organized and presented in an intuitive way. This calculator will include calculations for six potential
annexation areas:
Gorst
East Bremerton (Enetai)
Navy Yard City
Rocky Point
West Hill
East Bremerton (Tracyton)
Resident inputs (assumptions related to the resident's household) will be limited to those included as
part of the previous annexation to residents analysis (for example home assessed value, monthly water
usage, number of vehicles, etc.), with the ability to add up to three additional fields per annexation area.
Constants (service, tax, and fee rates that would be held constant in calculations, but could be updated
annually or as needed) will be limited to those included as part of the previous annexation to residents
analysis (for example, property tax rates; waster service, tax, and pilot rates; and other tax and fee
rates) with the ability to add up to three additional fields per annexation.
Final outputs (resident's current costs, annexation costs, and comparison of costs [difference between
current and annexation costs])will be will be based on calculations using resident inputs and constants
(tax, fee, and service rates) for each annexation area. Final outputs will be limited to those included as
part of the previous annexation to residents analysis (for example, property taxes, water costs,
telephone taxes, etc.), with the ability to add up to three additional fields based on additional resident
inputs and constants that may have been provided.
The internal calculator will include all of the data necessary for online calculator interface development
(Task 3) and will be a useful prototype of that tool. The final calculator will be designed to allow the easy
incorporation of additional potential annexation areas as desired. It will also be designed to be easily
updated by City of Bremerton staff as service, tax, and fee rates change. BERK will provide a short user
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EXHIBIT A
CONTINUED
guide providing information on how to update the constants (including where to find the updated
information) used in the calculator, which will allow City staff to update it as needed.
Task 4. Online Calculator Interface Development
BERK will collaborate with Praece to convert the internal calculator (Task 2) into an interactive online
annexation calculator which will deliver real-time tax estimates (current and assumed based on
annexation) and present them to the user in an intuitive web interface. This online calculator will include
calculations for the same five annexations areas (Gorst, East Bremerton [Enetai], Navy Yard City, Rocky
Point, and West Hills) as the internal calculator.
The online annexation calculator will use the same resident inputs, constants, and calculations as the
internal calculator to reach the same final values. BERK and Praece will collaborate with the City to
adapt the internal calculator design into intuitive input and output interfaces for the web. This design
could be laid out to mimic the residents' tax and service bills, if desired. The interface will also allow
room for one to two short paragraphs of text discussing annexation impacts, which will be developed by
BERK. Before web development work begins, BERK, Praece, and the City will approve a final design for
the input and output interfaces before beginning web development.
The final product will be a HTML5 based, intuitive, graphic, and visually pleasing online calculator hosted
by Praece or a third party (selected and paid for by the City) and embedded on the City website and
supported by the following web browsers:
Internet Explorer 10+
Microsoft Edge 13+
Firefox 48+
Chrome 52+ (and mobile)
Safari 9+ (and mobile)
Praece will work with the City to develop custom, mobile -friendly responsive behavior for the
embedded calculator by developing a custom script and iFrame layout to the current City website to
further improve user experience on mobile. This will require Praece to have access to the code of the
City website and/or personnel with similar access to collaborate with.
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EXHIBIT B
SCHEDULE
The City of Bremerton Annexation Fiscal Analysis and Resident Impacts Communication Project is
estimated to take approximately 10 to 16 weeks, after initial project kickoff.
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EXHIBIT C
The budget for the City of Bremerton Annexation Fiscal Analysis and Resident Impacts Communication
Project is not to exceed $47,250 and will be billed on a time and materials basis.
Task 1. East Bremerton (Ental) and East
Bremerton (Tracyton) Annexation Fiscal Analysis
$14,000
Optional Task If. Fiscal Analysis of Annexing
all Areas Together
$4,000
Task 2. East Bremerton Annexation Resident
Impacts Data Collection and Handout
Development
$3,250
Task 3. City of Bremerton Annexation Internal
Calculator Development
$3,500
Task 4. Online Calculator Interface Development
$26,000
Expenses (2%)
$500
TOTAL
$47,250
TOTAL WITH OPTIONAL TASK
$51,250
Page 14 of 14
A6�Z ®DATE (MM/DD/YYYY)
ll`.� CERTIFICATE OF LIABILITY INSURANCE 1 8/31/2017
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
McDonald Insurance Group, Inc.
PO Box 3089
620 Kirkland Way, Ste 100
Kirkland WA 98083-3089
INSURED
BERK Consulting, Inc
2025 First Ave. Suite 800
`uAMNE :'' Patricia Hendricks
PHONAME
A/CNNo.Ext): (425)827-7400 I FA
AIC Nol: (425)827-7402
ADDRESS, Patty@mcdonaldins . com
INSURER(S) AFFORDING COVERAGE NAIC
INSURERA:National Fire Insurance Co 20478
INSURERB:Continental Casualty Com 20443
INSURER C :Underwriters at Llovd' s , Loefd'6& 15792
INSURER D : 1 n
Seattle WA 98121 INSURER F: YJy ly- y 1 11 ` /
COVFRAGFS CFRTIFIr_ATF Id11MRFD•17-18 GL RA sr. LTM PRor DF=X/I4z1AM MI IM
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAME E FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
TYPE OF INSURANCE
ADDL
SUBR
POLICY NUMBER
POLICY EFFPOLICY
MM/DDIYYYY
EXP
MM/DD/YYYY
LIMITS
X COMMERCIAL GENERAL LIABILITY2,000,000
EACH OCCURRENCE $
A
CLAIMS -MADE FX OCC
DAMAGERENTED 300,000
PREMISESS(Ea occurrence $
MED EXP (Any one person) $ 10,000
4017749887
9/18/2017
9/18/2018
PERSONAL & ADV INJURY $ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERAL AGGREGATE $ 4,000,000
X POLICY E PE� LOC
PRODUCTS - COMP/OP AGG $ 4,000,000
$
OTHER:
AUTOMOBILE LIABILITY
Oa EtDSINGLE LIMIT $ 1,000,000
E aBI
A
ANY AUTO
BODILY INJURY (Per person) $
ALL OWNED SCHEDULED
AUTOS AUTOS
4017749887
9/18/2017 9/18/2018 BODILY INJURY Per accident $
( )
X HIRED AUTOS X NON -OWNED
AUTOS
PROPERTY DAMAGE $
Per accident
X UMBRELLA LIAB
X
OCCUR
EACH OCCURRENCE $ 2,00 0,000
AGGREGATE $ 2,000,000
B
EXCESS LIAB
CLAIMS -MADE
DED X RETENTION$ 10,000
$
4017751039
9/18/2017 19/18/2018
)W"WcXXX1l; �GltAWW
PER X OT -
�(EMPLOYERS' LIABILITY Y / N
STATUTE ER
E.L. EACH ACCIDENT $ 11000,000
ANY PROPRIETOR/PARTNER/EXECUTIVEWA
Stop Gap
A
OFFICERIMEMBER EXCLUDED? ❑
N / A I
(Mandatory in NH)
4017749887
9/18/2017 1 9/18/2018
E.L. DISEASE - EA EMPLOYE $ 11000,000
If yes, describe under
E.L. DISEASE - POLICY LIMIT $ 1 000,000
DESCRIPTION OF OPERATIONS below
C PROFESSIONAL, LIABILITY
W16985170401
9/18/2017 1 9/18/2018 EACH CLAIM $2,000,000
$10,000 RETENTION
AGGREGATE $2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
Re: West Bremerton UGA Annexation Fiscal Analysis. City of Bremerton is primary and non-contributory
additional insured by written contract per SB146932E attached. V
U 1388-2014 ACORD CORPORATION: -All -rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
INS025 (201401)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
City of Bremerton
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
345 6th Street Suite 600
ACCORDANCE WITH THE POLICY PROVISIONS.
Bremerton, WA 98337
AUTHORIZED REPRESENTATIVE
F McAllister, Jr./PLH
U 1388-2014 ACORD CORPORATION: -All -rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
INS025 (201401)
s' SB -146932-E
(Ed. 06/11)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - LIABILITY EXTENSION/
This endorsement modifies insurance provided under the following: V
BUSiNESSOWNERS LIABILITY COVERAGE FORM
Coverage afforded under this extension of coverage endorsement does not apply to any person or organization covered
as an additional insured on any other endorsement now or hereafter attached to this Policy.
1. ADDITIONAL INSURED — BLANKET VENDORS
WHO iS AN INSURED is amended to include as an
additional insured any person or organization (referred
to below as vendor) with whom you agreed, because
of a written contract or agreement to provide
insurance, ,but only with respect. to 'bodily injury" or
°property damage' arising out of 'your products" which
are distributed or sold in the regular course of the
vendor's business, subject to the following additional
exclusions:
1. The insurance afforded the vendor does not apply
to:
a. *Bodily injury' or *property damage° for which
the vendor is obligated to pay damages by
reason of the assumption of liability in a
contract or agreement. This exclusion does
not apply to liability for damages that the
vendor would have in the absence of the
contractor agreement; .
b. Any express warranty unauthorized by you;
c. Any physical or chemical change in the
product made intentionally by'the vendor;
own acts or omission or those of its
employees or anyone else acting on its
behalf. However, this exclusion does not
apply to:
(1) The exceptions contained in
Subparagraphs d. or f.; or
y,, (2) Such inspections, adjustments, tests or
I\J servicing as the vendor has agreed to
make or normally undertakes to make in
the usual course of business, in
connection with the distribution or sale of
the products.
2. This insurance does not apply to any insured
person or organization, from whom you have
acquired such products, or any ingredient, part or
container, entering into, accompanying or
containing such products.
3. This provision 2. does not apply to any vendor
included as an insured by an endorsement issued
by us and made a part of this Policy.
d. Repackaging, except when unpacked solely
for the purpose of inspection, demonstration,
testing, or the substitution of parts under 2.
instructions from the manufacturer, and then
repackaged in the original container;
e. Any failure to make such inspections,
adjustments, tests or servicing as the vendor
has agreed to make or normally undertakes to
make in the usual course of business, in
connection with the distribution or sale of the
products;
f. Demonstration, installation, servicing or repair
operations, except such operations performed
at the vendor's premises in connection with
the sale of the product;
g. Products which, after distribution or sale by
you, have been labeled or relabeled or used
as a container, part or ingredient of any other
thing or substance by or for the vendor; or
4. This provision 2. does not apply if 'bodily injury' or
°property damage' included within the 'products -
completed operations hazard' is excluded either
by the provisions of the Policy or by endorsement.
MISCELLANEOUS ADDITIONAL INSUREDS
WHO IS AN INSURED is amended to include as an
insured any person or organization (called additional
Insured) described in paragraphs 2.a. through 2.h.
below whom you are required to add as an additional
insured on this policy under a written contract or
agreement but the written contract or agreement must
be:
1. Currently in effector becoming effective during the
term of this policy; and
2. Executed prior to the °bodily Injury," 'property
damage' or 'personal and advertising injury; but
Only the following persons or organizations are
additional insureds under this endorsement and
coverage provided to such additional insureds is
limited as provided herein:
h. 'Bodily tojry" or 'property damage' arising u a. Additional Insured — Your Work
out of the sole negligence of the vendor for its That person or organization for whom you do
work Is an additional insured solely for liability
SS -146932-E
(Ed. 06/11)
Page i of 5
CNA
due to your negligence specifically resulting
from your work for the: additional insured
which is the subject of the written contract or
written agreement. No coverage applies to
.liability resulting from the' sole negligence of
the additional insured.
The insurance provided to the additional
Insured is limited as follows:
(1) The Limits of Insurance applicable to the
additional insured are those specified in
the written contract or written agreement
or in the Declarations of this policy,
whichever is less. These Limits of
Insurance are inclusive of, and not in
addition to, the Limits of Insurance shown
in.the Declarations.
(2) The coverage provided to the additional
insured by this endorsement and
paragraph F.9. of the definition of 'insured
contract' under Liability and Medical
Expenses Definitions do not apply to
"bodily injury' or 'property damage"
arising out of the 'products -completed
operations hazard unless required by the
written contract or written agreement.
(3) The insurance provided to the additional
Insured does not apply to 'bodily injury,'
°property damage,° or 'personal and
advertising injury' arising out of the
rendering or failure to render any
professional services.
b. State or Political Subdivisions
A state or political subdivision subject to the
m
-following provisions:
(1) This insurance applies only with respect
to the following hazards for which the
u state or political subdivision has Issued a
spermit in connection with premises you
own, rent, or control and to which this
insurance applies: -
(a) The existence, maintenance, repair,
construction, erection, or removal of
- = advertising signs, awnings, canopies,
cellar entrances, coal holes,
driveways, manholes, marquees,
holstaway openings, sidewalk vaults,
street banners, or decorations and
similar exposures; or
(b) The construction, erection, or
removal of elevators; or
(2) This insurance applies only with respect
to operations performed by you or on your
behalf for which the state or political
subdivision has issued a permit.
SB -146932-E
(Ed. 06/11)
SB -146932-E <.
(Ed. 06/11)
This insurance does not apply to "bodily
injury," °property damage' or 'personal and
advertising injury" arising out of operations
performed for the state or municipality.
c. Controlling Interest
Any persons or organizations with a
controlling interest in you but only with respect
to their liability arising out of:
(1) Their financial control of you; or
(2) Premises they own, maintain or control
while you lease or occupy these
premises.
This insurance does not apply to structural
alterations, .new construction and demolition
operations performed by or for such additional
insured.
d. Managers or Lessors of Premises
A manager or lessor of premises but only with
respect to liability arising out of the ownership,
maintenance or use of that specific part of the
premises leased to you and subject to the
following additional exclusions:
This Insurance does not apply to:
(1) Any 'occurrence' which takes place after
you cease to be a tenant In that premises;
or
(2) Structural alterations, new construction or
demolition operations performed by or on
behalf of such additional insured.
e. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver but only
with respect to their liability as mortgagee,
assignee, or receiver and arising out of the
ownership, maintenance, or use of a premises
by you.
This insurance does not. apply to structural
alterations, new construction or demolition
operations performed by or for such additional
insured.
f. Owners/Other interests — Land is Leased
An owner or other interest from whom land
has been leased by you but only with respect
to liability arising out of the ownership,
maintenance or use of that specific part of the
land leased to you and subject to the following
additional exclusions:
This insurance does not apply to:
(1) Any °occurrence' which takes place
after you cease to lease that land; or
Page 2 of 5
1
(2) Structural alterations, new
construction or demolition operations
performed by or on behalf of such
additional insured.
g. Co-owner of Insured Premises
A co-owner of a premises co -owned by you
and covered under this insurance but only
with respect to the co-owners liability as co-
owner of such premises.
h. Lessor of Equipment
Any person or organization from whom you
lease equipment. Such person or organization
are insureds only with respect to their liability
arising out of the maintenance, operation or
use by you of equipment leased to you by
such person or organization. A person's or
organization's status as an insured under this
endorsement ends when their written contract
or agreement with you for such leased
equipment ends.
With respect to the insurance afforded these
additional Insureds, the following additional
exclusions apply:
This insurance does not apply:
(1) To any 'occurrence' which takes place
after the equipment lease expires; or
(2) To 'bodily injury,' 'property damage' or
'personal and advertising injury' arising
out of the sole negligence of such
additional insured.
Any insurance provided to an additional insured
designated under paragraphs b. through h. above
does not apply to 'bodily injury' or 'property
damage' included within the 'products -completed
operations hazard.'
3. The following is added to Paragraph H. of the
BUSINESSOWNERS COMMON POLICY
- CONDITIONS:
H. Other Insurance
4. This insurance is excess over any other
insurance naming the additional insured
as an insured whether primary, excess,
contingent or on any other basis unless a
written contract or written agreement
specifically requires that this insurance be
either primary or primary and
noncontributing,
4. LEGAL LIABILITY — DAMAGE TO PREMISES
A. Under B. Exclusions, 1. Applicable to
Business Liability Coverage, Exclusion k.
SB -146932-E
(Ed. 06/11)
SB -146932-E
(Ed. 06/11)
Damage To Property, is replaced by the
following:
k. Damage To Property
'Property damage' to:
1. Property you own, rent or occupy,
including any costs or expenses
incurred by you, or any other person,
organization or entity, for repair,
replacement,_ enhancement,
restoration or maintenance of such
property for any reason, Including
prevention of injury to a person or
damage to another's property;
2. Premises you sell, give away or
• abandon, if the 'property damage'
arises out of any part of those
premises;
3. Property loaned to you;
4. Personal property in the care,
custody or control of the insured;
5. That particular part of any real
property on which you or any
contractors or subcontractors working
directly or indirectly in your behalf are
performing operations, if the 'property
damage' arises out of those
operations; or
6. That particular part of any property
that must be restored, repaired or
replaced because 'your work' was
incorrectly performed on it.
Paragraph 2 of this exclusion does not
apply if the premises are 'your work' and
were never occupied, rented or held for
rental by you.
Paragraphs 1, 3, and 4, of this exclusion
do not apply to 'property damage' (other
than damage by fire or explosion) to
premises:
(1) rented to you:
(2) temporarily occupied by you with the
permission of the owner, or
(3) to the contents of premises rented to
you for a period of 7 or fewer
consecutive days.
A separate limit of insurance applies to
Damage To Premises Rented To You as
described in Section D — Liability and
Medical Expenses Limits of Insurance.
Page 3 of 5
Paragraphs 3, 4, 5, and 6 of this
exclusion do not apply to liability
assumed under a sidetrack agreement.
Paragraph 6 of this exclusion does not
apply to 'property damage" included in
the 'products -completed operations
hazard."
B. Under B. Exclusions, 1. Applicable to
Business Liability Coverage, the last
paragraph of 2. Exclusions is deleted and
replaced by the following:
Exclusions c, d, e, f, g, h, i, k, I, in, n, and o,
do not apply to damage by fire to premises
while rented to you or temporarily occupied by
you with permission of the owner or to the
contents of premises rented to you for a
period of 7 or fewer consecutive days. A
separate limit of insurance applies to this
coverage as described in Section D. Liability
And Medical Expenses Limits Of
Insurance.
The following items are added to ' E.
Businessowners General Liability Conditions
in the Businessowners Liability Coverage
Form:
e. Paragraphs a. and b. apply to you or to any
= additional insured only when such
"occurrence," offense, claim or "suit" is known
to:
(1) You or any additional insured that is an
individual;
SB -146932-E
(Ed. 06/11)
SB -146932-E,,
(Ed. 06/11)
(2) Any partner, if you or an additional
insured is a partnership;
(3) Any manager, if you or an additional
insured is a limited liability company;
(4) Any °executive officer" or insurance
manager, if you or an additional insured is
a corporation;
(5) Any trustee, if you or an additional
Insured is a trust; or
(6) Any elected or appointed official, if you or
an additional insured is a political
subdivision or public entity.
This paragraph e. applies separately to you
and any additional insured.
7. Bodily Injury
Section F. -Liability and Medical Expenses
Definitions, item 3. "Bodily Injury' is deleted and
replaced with the following:
"Bodily injury" means bodily injury, sickness or
disease sustained by a person, including death,
humiliation, shock, mental anguish or mental
injury by that person at any time which results as
a consequence of the bodily injury, sickness or
disease.
S. Expanded Personal and Advertising Injury
Definition
a. The following is added to Section F. Liability
and Medical Expenses Definitions, item 14.
Personal and Advertising Injury, in the
Businessowners General Liability
Coverage Form:
h. Discrimination or humiliation that results in
injury to the feelings or reputation of a natural
person, but only if such discrimination or
humiliation is:
1. Not done intentionally by or at the
direction of:
a. The insured; or
b. Any "executive officers' director,
stockholder, partner, member or
manager (if you are a limited liability
company) of the insured; and
2. Not directly or indirectly related to the
employment, prospective employment,
past employment or termination of
employment of any person or person by
any insured.
b. The following is added to Exclusions, Section
B.:
Page 4 of 5
C. The first Paragraph under item 5. Damage To
Premises Rented To You Limit of Section
D. Liability And Medical Expenses Limits
Of Insurance is replaced by the following:
The most we will pay under Business Liability
for damages because of "property damage"
C3
to any one premises, while rented to you, or
temporarily occupied by you, with the
permission of the owner, including contents of
such premises rented to you for a period of 7
0
or fewer consecutive days, is the Damage to
s
Premises Rented to You limit shown in the
m
Declaration.
d 5.
Blanket Waiver of Subrogation
o
We waive any right of recovery we may have
against:
o
a. Any person or organization with whom you
have a written contract that requires such a
walver.
6.
Broad Knowledge of Occurrence
The following items are added to ' E.
Businessowners General Liability Conditions
in the Businessowners Liability Coverage
Form:
e. Paragraphs a. and b. apply to you or to any
= additional insured only when such
"occurrence," offense, claim or "suit" is known
to:
(1) You or any additional insured that is an
individual;
SB -146932-E
(Ed. 06/11)
SB -146932-E,,
(Ed. 06/11)
(2) Any partner, if you or an additional
insured is a partnership;
(3) Any manager, if you or an additional
insured is a limited liability company;
(4) Any °executive officer" or insurance
manager, if you or an additional insured is
a corporation;
(5) Any trustee, if you or an additional
Insured is a trust; or
(6) Any elected or appointed official, if you or
an additional insured is a political
subdivision or public entity.
This paragraph e. applies separately to you
and any additional insured.
7. Bodily Injury
Section F. -Liability and Medical Expenses
Definitions, item 3. "Bodily Injury' is deleted and
replaced with the following:
"Bodily injury" means bodily injury, sickness or
disease sustained by a person, including death,
humiliation, shock, mental anguish or mental
injury by that person at any time which results as
a consequence of the bodily injury, sickness or
disease.
S. Expanded Personal and Advertising Injury
Definition
a. The following is added to Section F. Liability
and Medical Expenses Definitions, item 14.
Personal and Advertising Injury, in the
Businessowners General Liability
Coverage Form:
h. Discrimination or humiliation that results in
injury to the feelings or reputation of a natural
person, but only if such discrimination or
humiliation is:
1. Not done intentionally by or at the
direction of:
a. The insured; or
b. Any "executive officers' director,
stockholder, partner, member or
manager (if you are a limited liability
company) of the insured; and
2. Not directly or indirectly related to the
employment, prospective employment,
past employment or termination of
employment of any person or person by
any insured.
b. The following is added to Exclusions, Section
B.:
Page 4 of 5
(16)Discrimination Relating to Room,
Dwelling or Premises
Caused. by . discrimination directly or
Indirectly related to the sale, rental, lease
or sub -lease or prospective sale, rental,
lease or sub -lease of any room, dwelling
or premises by or at the direction of any
insured.
(16) Fines or Penalties
Fines or penalties levied or imposed by a
governmental entity because of
discrimination.
c. This provision (Expanded Personal and
Advertising Injury) does not apply if
SB -146932-E
(Ed. 06111)
SB -146932-E
(Ed. 06111)
Personal and Advertising Injury Liability is
excluded either by the provisions of the Policy
or by endorsement.
9. Personal and Advertising Injury Re -defined
Section . F. liability and Medical Expenses
Definitions, item 14, Personal Advertising Injury,
Paragraph c. is replaced by the following:
c. The wrongful eviction from, wrongful entry
into, or invasion of the right of private
occupancy of a room dwelling or premises
that a person or organization occupies
committed by or on behalf of its owner,
landlord or lessor.
Page 5 of 5
. ..
McDonald Insurance Group, Inc.
RO Box 3089
Kirkland, WA 98033
Applicable to ACORD 25 - Certificate of Liability
This certificate of liability insurance does not necessarily imply that primary coverage or other
additional insured requirements are provided for the additional insured(s) unless an endorsement
is attached specifying these coverages. This certificate does not necessarily comply with all
contract requirements between the named insured and the additional inSUred(s). All involved
parties should have their attorney review the policy for actual coverage and compliance with
their written agreement or contract.
Applicable to ACORD 25, 27, 28, and 24
This certificate is the "latest" ACORD 25 (January 2014) Certificate of Liability Insurance, or
ACORD 27 (December, 2009) Evidence of Property Insurance or ACORD 28 (December 2009)
Evidence of Commercial Property Insurance or ACORD 24 (September 2009) Certificate of
Property Insurance . In order to issue certificates from our agency, these revisions listed above
must be used. If you previously received an ACORD 25, 27, 28 or 24 with an earlier revision
date, there are notable changes between the forms. Please note the following significant
characteristics of the new ACORD forms.
❖ The cancellation clause refers back to the policy terns.
❖ The ACORD form is copyrighted. Permission to alter it is not available.
•:° As Insurance Agents we receive authority from the insurance carriers that we represent to
issue certificates. Carriers do not authorize us to include special language or alter the
form even without the copyright concerns. The carriers also do not authorize us to
complete special coverage forms provided by the certificate holder.
�;
O
SEMEN
T` '��; `:rt F==
McDonald Insurance Group, Inc — Po Box 3089 Kirkland, WA 98083