Loading...
HomeMy WebLinkAboutIT14-220 - Original - Lakemont Consulting Group - Business & Occupation Tax System Review - 08/21/2014 /'''►. Records Manxeme `✓ KENT Document CONTRACT COVER SHEET This is to be completed by the Contract Manager prior to submission to City Clerks Office. All portions are to be completed. If you have questions, please contact City Clerk's Office. Vendor Name: Lakemont Consulting Group Vendor Number: 791664 JD Edwards Number Contract Number: This is assigned by City Clerk's Office Project Name: Business and Occupation Tax System Review Description: ❑ Interlocal Agreement ❑ Change Order ❑ Amendment ® Contract ❑ Other: Contract Effective Date: 6/6/14 Termination Date: 9/30/14 Contract Renewal Notice (Days): 0 Number of days required notice for termination or renewal or amendment Contract Manager: Curt Ryser Department: Information Technology I Contract Amount: $25 000 Approval Authority: (CIRCLE ONE) Department Director Mayor City Council Detail: (i.e. address, location, parcel number, tax id, etc.): Review of the city's Business and Occupation Tax system and documentation of business requirements and recommendations for enhancements. I I — — -- _____ -- — -- --------— III As of: 08/27/14 i KEPT" W/.BXINOTON CONSULTANT SERVICES AGREEMENT between the City of (Cent and Laikemont Consulting Group THIS AGREEMENT is made between the City of Kent, a Washington municipal corporation i (hereinafter the "City"), and Lakemont Consulting Group organized under the laws of the State of Washington, located and doing business at 16900 SE 45th Street, Bellevue, WA 98006 and Phone Number: (425) 444-9932 (hereinafter the "Consultant"). I. DESCRIPTION OF WORK. Consultant shall perform the following services for the City in accordance with the following described plans and/or specifications: Consultant is to assist city staff In the review of the systems and business processes used in conjunction with the current Business and Occupation Tax system. This review will include such items as: a consolidated taxpayer profile, linkages between business licenses and B&O filings, amended return processes, and the storage and management of B&O taxpayer correspondence and associated documentation. Along with a project profile and schedule, the primary deliverable product .will be a document of the B&O system business requirements, and recommendations for the desired "to be" system. Consultant further represents that the services furnished under this Agreement will be performed in accordance with generally accepted professional practices within the Puget Sound region in effect at the time those services are performed. II. TIME OF COMPLETION. The parties agree that work will begin on the tasks described in Section I above immediately upon the effective date of this Agreement. Consultant shall complete the work described in Section I by September 30, 2014. III. COMPENSATION. A. The City shall pay the Consultant, based on time and materials, an amount not to exceed $25,000 including all applicable Washington State sales tax, for the services described in this Agreement. This is the maximum amount to be paid under this Agreement for the work described in Section I above, and shall not be exceeded without the prior written authorization of the City in the form of a negotiated and executed amendment to this agreement. The Consultant agrees that the hourly or flat rate charged by it for its services contracted for herein shall remain locked at the negotiated rate(s) for a period of one (1) year from the effective date of this Agreement. The Consultant's billing rates shall be as delineated in Exhibit A. CONSULTANT SERVICES AGREEMENT- 1 (Over$10,000) i B. The Consultant shall submit monthly payment invoices to the City for work performed, and a final bill upon completion of all services described in this Agreement. The City shall provide payment within forty-five (45) days of receipt of an invoice. If the City objects to all or any portion of an invoice, it shall notify the Consultant and reserves the option to only pay that portion of the invoice not in dispute. In that event, the parties will immediately make every effort to settle the disputed portion. IV. INDEPENDENT CONTRACTOR. The parties intend that an Independent Contractor-Employer Relationship will be created by this Agreement. By their execution of this Agreement, and in accordance with Ch. 51.08 RCW, the parties make the following representations: A. The Consultant has the ability to control and direct the performance and details of its work, the City being interested only in the results obtained under this Agreement. B. The Consultant maintains and pays for its own place of business from which Consultant's services under this Agreement will be performed. C. The Consultant has an established and independent business that is eligible for a business deduction for federal income tax purposes that existed before the City retained Consultant's services, or the Consultant is engaged in an independently established trade, occupation, profession, or business of the same nature as that involved under this Agreement. D. The Consultant is responsible for filing as they become due all necessary tax documents with appropriate federal and state agencies, including the Internal Revenue Service and the state Department of Revenue. E. The Consultant has registered its business and established an account with the state Department of Revenue and other state agencies as may be required by Consultant's business, and has obtained a Unified Business Identifier (UBI) number from the State of Washington. F. The Consultant maintains a set of books dedicated to the expenses and earnings of its business. V. - TERMINATIOEN. Either party may terminate this Agreement, with or without cause, upon providing the other party thirty (30) days written notice at its address set forth on the signature block of this Agreement. 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. If the City's use of Consultant's records or data is not related to this project, it shall be without liability or legal exposure to the Consultant. vI. DISCRIMINATION. In the hiring of employees for the performance of work under this Agreement or any subcontract, the Consultant, its subcontractors, or any person acting on behalf of the Consultant or subcontractor shall not, by reason of race, religion, color, sex, age, sexual orientation, national origin, or the presence of any sensory, mental, or physical disability, discriminate against any person who is qualified and available to perform the work to which the employment relates. Consultant shall execute the attached City of Kent Equal Employment CONSULTANT SERVICES AGREEMENT - 2 (Over$10,000) Opportunity Policy Declaration, Comply with City Administrative Policy 1.2, and upon completion of the contract work, file the attached Compliance Statement. VII. INDEMNIFICATION. 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 Consultant's performance of this Agreement, except for that portion of the injuries and damages caused by the City's negligence. The City's inspection or acceptance of any of Consultant's work when completed shall not be grounds to avoid any of these covenants of Indemnification. Should a court of competent jurisdiction determine that 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. 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. In the event Consultant refuses tender of defense in any suit or any claim, if that tender was made pursuant to this indemnification clause, and if that refusal is subsequently determined by a court having jurisdiction (or other agreed tribunal) to have been a wrongful refusal on the Consultant's part, then Consultant shall pay all the City's costs for defense, including all reasonable expert witness fees and reasonable attorneys' fees, plus the City's legal costs and fees incurred because there was a wrongful refusal on the Consultant's part. The provisions of this section shall survive the expiration or termination of this Agreement. VIII. INSURANCE. The Consultant shall procure and maintain for the duration of the Agreement, Insurance of the types and in the amounts described in Exhibit B attached and incorporated by this reference. IX. EXCHANGE OF INFORMATION. The City will provide its best efforts to provide reasonable accuracy of any information supplied by it to Consultant for the purpose of completion of the work under this Agreement. X. OWNERSHIP AND USE OF RECORDS AND DOCUMENTS. Original documents, drawings, designs, reports, or any other records developed or created under this Agreement shall belong to and become the property of the City. All records submitted by the City to the Consultant will be safeguarded by the Consultant. Consultant shall make such data, documents, and files available to the City upon the City's request. The City's use or reuse of any of the documents, data and files created by Consultant for this project by anyone other than Consultant on any other project shall be without liability or legal exposure to Consultant. XI. CITY'S RIGHT OF INSPECTION. Even though Consultant Is an independent contractor with the authority to control and direct the performance and details of the work CONSULTANT SERVICES AGREEMENT- 3 (Over$10,000) i authorized under this Agreement, the work must meet the approval of the City and shall be subject to the City's general right of inspection to secure satisfactory completion. XII. WORK PERFORMED AT CONSULTANT'S RISK. Consultant shall take all necessary precautions and shall be responsible for the safety of its employees, agents, and subcontractors in the performance of the contract work 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. XIII. MISCELLANEOUS PROVISIONS. I A. Recyclable Materials. Pursuant to Chapter 3.80 of the Kent City Code, the City requires its contractors and consultants to use recycled and recyclable products whenever practicable. A price preference may be available for any designated recycled product. B. Non-Waiver of Breach. The failure of the City to insist upon strict performance of any of the covenants and agreements contained in this Agreement, or to exercise any option conferred by this Agreement in one or more instances shall not be construed to be a waiver or relinquishment of those covenants, agreements or options, and the same shall be and remain in full force and effect. C. Resolution of Disputes and Governing Law, This Agreement shall be governed by and construed in accordance with the laws of the State of Washington. If the parties are unable to settle any dispute, difference or claim arising from the parties' performance of this Agreement, the exclusive means of resolving that dispute, difference or claim, shall only be by filing suit exclusively under the venue, rules and jurisdiction of the King County Superior Court, King County, Washington, unless the parties agree in writing to an alternative dispute resolution process. In any claim or lawsuit for damages arising from the parties' performance of this Agreement, each party shall pay all its legal costs and attorney's fees incurred in defending or bringing such claim or lawsuit, including all appeals, in addition to any other recovery or award provided by law; provided, however, nothing in this paragraph shall be construed to limit the City's right to indemnification under Section VII of this Agreement. D. Written Notice, All communications regarding this Agreement shall be sent to the parties at the addresses listed on the signature page of the Agreement, unless notified to the contrary. Any written notice hereunder shall become effective three (3) business days after the date of mailing by registered or certified mail, 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. E. Assignment. Any assignment of this Agreement by either party without the written consent of the non-assigning party shall be void, If the non-assigning party gives its consent to any assignment, the terms of this Agreement shall continue in full force and effect and no further assignment shall be made without additional written consent. F. Modification. No waiver, alteration, or modification of any of the provisions of this Agreement shall be binding unless in writing and signed by a duly authorized representative of the City and Consultant. G. Eotir Aar .m -n . The written provisions and terms of this Agreement, together with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or CONSULTANT SERVICES AGREEMENT- 4 (Over$10,000) other representative of the City, and such statements shall not be effective or be construed as entering into or forming a part of or altering in any manner this Agreement. All of the above documents are hereby made a part of this Agreement. However, should any language in any of the Exhibits to this Agreement conflict with any language contained in this Agreement, the terms of this Agreement shall prevail. H. Compliance with Laws. The Consultant agrees to comply with all federal, state, and municipal laws, rules, and regulations that are now effective or in the future became applicable to Consultant's business, equipment, and personnel engaged in operations covered by this Agreement or accruing out of the performance of those operations. I. City Business License Required. Prior to commencing the tasks described in Section I, Contractor agrees to provide proof of a current city of Kent business license pursuant to Chapter 5.01 of the Kent City Code, J. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall constitute an original, and all of which will together constitute this one Agreement. IN WITNESS, the parties below execute this Agreement, which shall become effective on the last date entered below. CONSULTANT: CITY OF (CENT: By: {sin r z (signature) Print Na G7V' �+1d1r� Pint Na e: z e Cooke Its ina t C-t J Mayor tte) DATE: 71 Zq�C DATE: NOTICES TO BE SENT TO: NOTICES TO BE SENT TO: CONSULTANT., CITY OF (CENT: Dave Pennington Mike Carrington Lakemont Consulting Group City of Kent 16900 SE 45"' Street 220 Fourth Avenue South Bellevue, WA 98006 Kent, WA 98032 (425) 444-9932 (telephone) (253) 856-4600 (telephone) (Insert Fax Number] (facsimile) (253) 856-4700 (facsimile) APP RC3j�ED AS TO FORM: 7r I V ° r , Kent Law Department CONSULTANT SERVICES AGREEMENT- 5 (Over$10,000) [In tlh fiJd,You may u�tetthe decboNc NWkap+where Chx mnYratt Mtt been:a„eG] I III I i .. it CONSULTANT SERVICES AGREEMENT- 6 (Over$10,000) DECLARATION CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY The City of Kent is committed to conform to Federal and State laws regarding equal opportunity. As such all contractors, subcontractors and suppliers who perform work with relation to this Agreement shall comply with the regulations of the City's equal employment opportunity policies. The following questions specifically identify the requirements the City deems necessary for any contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative response is required on all of the following questions for this Agreement to be valid and binding. If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the directives outlines, it will be considered a breach of contract and it will be at the City's sole determination regarding suspension or termination for all or part of the Agreement; The questions are as follows: 1. I have read the attached City of Kent administrative policy number 1.2. 2. During the time of this Agreement I will not discriminate in employment on the basis of sex, race, color, national origin, age, or the presence of all sensory, mental or physical disability. 3. During the time of this Agreement the prime contractor will provide a written statement to all new employees and subcontractors Indicating commitment as an equal opportunity employer. 4. During the time of the Agreement I, the prime contractor, will actively consider hiring and promotion of women and minorities. 5. Before acceptance of this Agreement, an adherence statement will be signed by me, the Prime Contractor, that the Prime Contractor complied with the requirements as set forth above. By signing below, I agree to fulfill the five requirements referenced above. J� For: C6 H/tom+ C1 tf�V Title: (�(e Date: EEO COMPLIANCE DOCUMENTS - I CITY OF KENT ADMINISTRATIVE POLICY NUMBER: 1.2 EFFECTIVE DATE: January 1, 1998 SUBJECT: MINORITY AND WOMEN SUPERSEDES: April 1, 1996 CONTRACTORS APPROVED BY Jim White, Mayor POLICY: Equal employment opportunity requirements for the City of Kent will conform to federal and state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee equal employment opportunity within their organization and, If holding Agreements with the City amounting to $10,000 or more within any given year, must take the following affirmative steps: 1. Provide a written statement to all new employees and subcontractors indicating commitment as an equal opportunity employer. 2. Actively consider for promotion and advancement available minorities and women. Any contractor, subcontractor, consultant or supplier who willfully disregards the City's nondiscrimination and equal opportunity requirements shall be considered in breach of contract and subject to suspension or termination for all or part of the Agreement. Contract Compliance officers will be appointed by the Directors of Planning, Parks, and Public Works Departments to assume the following duties for their respective departments. 1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these regulations are familiar with the regulations and the City's equal employment opportunity policy. 2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines. i EEO COMPLIANCE DOCUMENTS - 2 i CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT This form shall be filled out AFTER COMPLETION of this project by the Contractor awarded the I Agreement. I, the undersigned, a duly represented agent of Company, hereby acknowledge and declare that the before-mentioned company was the prime contractor for the Agreement known as that was entered Into on the (date), between the firm I represent and the City.of Kent. I declare that I complied fully with all of the requirements and obligations as outlined in the City of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity Policy that was part of the before-mentioned Agreement. By: For: Title: Date: i IIII i i I EEO COMPLIANCE DOCUMENTS - 3 I SGe i Lakemont Consulting Group I i Exhibit A - Consultant Hourly Billing Rates This Schedule A is issued between City of Kent ('Client') and Lakemont Consulting Group, Inc. Description of Work: Project Manager I Client Name: The City of Kent Expected Start Date: June 06, 2014 Work Location: Kent, WA Expected Project Length: To be determined Hourly Bill Rate: $140 Client Project Manager and Phone Number: Curt Ryser (253) 856-4642 Lakemont Consulting Group Contact and Phone Number: David Pennington (425) 444-9932 Expenses: Consultant is responsible for own expenses unless pre-approved by client and Employer. Consultant Address: Redmond, WA Consultant Phone Number: (425) 614-5573 Consultant Email Address: segrecian@yahoo.com 16900 SE 45TH STREET ® BELLEVUE,WASHINGTON ® 98006 davep@lakemontconsulting.com 0 Phone(425)449-8028 a www.lakemontconsulting.com I o C) 0 0 0 o c o V C C a) 0v V) Uy N N U ~ a5 � cn U a`7 N N C e.en o jg co d � O 0o d ltl 0 CDm U (O CD O h O o co C) 'Z y o r U C N cD C LO U p A `— O m a O ❑ B 0 a ai c d d (D a aE 0 a}i E c @ Y mcaw — T N ci a) LM 4Y q C 0! ELm 3 N m @ G O OO cx p T qqyy � d m v o C V N@ o o 3 C =_ E X a> (Dco a AR A @ 3 yO Taco oN O ` c CL O @ � UdNQ m CL Q m a) N c -C l v ° 0 0 ® U O C O o v U Ti co N N ❑ KcvYd o w to t@ Y co V C a U r G @ L as ci @ N v O > � o as co y ~� T U @ a) `O O C 0 N 'i @ P N (D ® = N fC6 o -C M flEl R E yy w co �a C < N O e N O m A 61 @ s _(D 0 a� M 0 E n w ca wr 'S o a te = a E � a N O. � NYy soo '� ae e a m F o U1 � � cAY J d EXHIBIT INSURANCE REQUIREMENTS FOR CONSULTANT SERVICES AGREEMENTS 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, their agents, representatives, employees or subcontractors. I A. Minimum Scope of Insurance I Consultant shall obtain insurance of the types described below: 1. Automobile Liabilitv insurance covering all owned, non- owned, hired and leased vehicles. Coverage shall be written on Insurance Services Office (ISO) form CA 00 01 or a substitute form providing equivalent liability coverage. If necessary, the policy shall be endorsed to provide contractual liability coverage. 2. Commercial General Liabilitv insurance shall be written on ISO occurrence form CG 00 01 and shall cover liability arising from premises, operations, independent contractors, products-completed operations, personal injury and advertising injury, and liability assumed under an insured contract, The City shall be named as an insured under the Consultant's Commercial General Liability insurance policy with respect to the work performed for the City using ISO additional insured endorsement CG 20 10 1185 or a substitute endorsement providing equivalent coverage. 3. Workers' Compensation coverage as required by the Industrial Insurance laws of the State of Washington. i 4. Professional Liabilitv insurance appropriate to the Consultant's profession. B. Minimum Amounts of Insurance i Consultant shall maintain the following insurance limits: 1. Automobile Liabilitv insurance with a minimum combined single limit for bodily injury and property damage of $1,000,000 per accident. 2. Commercial General Liabilitv insurance shall be written with limits no less than $2,000,000 each occurrence, $2,000,000 general aggregate and a $1,000,000 products-completed operations aggregate limit. i EXHIBIT B (continued) i 3. Professional Liability insurance shall be written with limits no less than $2,000,000 per claim and $2,000,000 policy aggregate limit. C. Sather Insurance Provisions The insurance policies are to contain, or be endorsed to contain, the following provisions for Automobile Liability and Commercial General Liability insurance: 1. The Consultant's insurance coverage shall be primary insurance as respect the City. Any Insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Consultant's insurance and shall not contribute with it. 2. The Consultant's insurance shall be endorsed to state that coverage shall not be cancelled by either party, except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City. 3. The City of Kent shall be named as an additional insured on all policies (except Professional Liability) as respects work performed by or on behalf of the Consultant and a copy of the endorsement naming the City as additional insured shall be attached to the Certificate of Insurance. The City reserves the right to receive a certified copy of all required insurance policies, The Consultant's Commercial General Liability insurance shall also 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. D. Acceptability of Insurers Insurance is to be placed with insurers with a current A.M. Best rating of not less than A:VII. E. Verification of Coverage Consultant shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Contractor before commencement of the work. P, Subcontractors Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the same insurance requirements as stated herein for the Consultant. DATMMO4 , lA & CERTIFIC T F LIABILITY INSURANCE n THIS CERTIFICATE IS ISSUED ASA MATTER OF INFORMATION ONLYAND 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(les)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 confor rights to the Certificate holder in lieu of such endorsement(s). PRODUCER NAME: PHONE The Redmond Insurance Agency Inc No Ext. rArc Not: 16126 NE 8711)St ADDREss: _ INSURER(S)AFFORDING COVERAGE NAIC0 Redmond WA 98052 INSURERA: Mount Vernon Fire Insurance Co. 26522 INSURED INSURERS: United States Liability Insurance Company USLI] 25895 David&Karen Pennington DBA:Lakemont INsuRERc: _ 16900 SE 45th ST INSURERD,: s INSURER E: ......-_ .._.,_ � Bellevue WA 98006 INsuRERF: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFYTHATTHE POLICIES OF INSURANCE LISTED BELDW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TOALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES,LIMITS SHOWN MAY HAVE BEEN REDUCED EY PAID CLAIMS. LTR IlEtIF TYPE OF INSURANCE POLICY NUMBER MODIYYYY MM1DD/YYYY LIMITS GENERAL LIABILITY EACH OCCURRENCE 1,000,000 -OWNGE TO RENTED X COMMERCIAL GENERAL LABILITY PREMISES Ea oc ,Sn 300,000 CLAIM&MADE ®OCCUR MMAn ane emon 10,O0Q A Y PPP2550036C 021082014 02/082015 BADV INJURY 1,000,000 AGGREGATE 2,000,000 GEN'LAGGREGATE LIMIT APPLIES PER: S-COMIGOP AGG included X POLICY PEC RQ L)C $ SINGLE LIMIT AUTOMOBILE LIABILITY .ORY(Per parson) $ANYAUTOALL OWNED SCHEDULED .AIRYIPer ecddent) 5 AUTOS NOTNOOS � PROPERTY DAMAGE $ HIREOAUTos AUTos areaadem S UMBRELLA LIAR X OCCUR EACHOCCURRENCE 1,000,000 g X EXCESS LAB CLAIMSMAOF Y CUPi550354B 02/082014 02/082015 AGGREGATE 1,000,000 GE D RETENTION WORKERS COMPENSATION V✓C STATIJ- DTH- ANDEMPLOYERS'LL ..LITY YIN ANY PROPRIETORARARTNERJEXECUTNE❑N rA E L.EACH ACCIDENT OFFICER/ MBFR EXCLUDED? (Mandatory In NH) EL DISEASE-EAEMPLOYE tt yes,d-wbe under DESCRIPTION OF OPERATIONSbolvn EL.DISEASE-POLICY LIMIT Professional Liability $3MW$3MM Each Claim/Annual Aggregate A Washington Stop Gap Liability Y PPP2550036C 02/082014 02/082015 $1,000,000 Stop Gap DESCRIPTION OF OPERATIONS t LOCATIONS)VEHICLES (Attach ACORD IDi,AddRlonal RomarMs Schodulu,Ir more apace Is requlmd) The City of Kent is named as Additional Insured perform TK 216 03110 and CG2026 04/13,es respects work performed by or on behalf of the contractor. i W days notice for non-payment of premium" CERTIFICATE HOLDER CANCELLATION _ SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE The City of Kent THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN 220 Fourth Avenue South ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Kent WA 98032 ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25(2010/05) The ACORD time and logo are registered marks of ACORD Bellevue Office: P.O.Box 3867, Bellevue,WA 98009 425-453-85" PHONE 1980 112th Ave NE,Ste 210, Bellevue,WA 98004 425-453-8696 FAX Portland Office:6645NE 78fh C4 Ste C5,Portland,OR 97219 (800)562-9095 WATS wwW.gogus.eom GRIFFINUNDERWRITING SERVICES In CA, DBA: Griffin Insurance Services; CA License OOG66558 I ( August 19, 2014 The Redmond Insurance Agency Inc 16126 NE 87th St Redmond, WA9805 Attn: Deborah Machin Re: David&Karen Peru ington DBA:Lakemont Consulting Group,Inc-PPP2550036C Submission#: 1351514 Enclosed is an endorsement changing the above policy as follows: Endorsement# 1-CG2026 04113 adding the City of Kent as Al Feel free to contact us if you have any questions or require further assistance. Best Regards, Rachel Davis Associate Broker Griffin Underwriting Services rdavis@gogus.com Ili ENDORSEMENT 91 I This endorsement, issued by Mount Vernon Fire Insurance Company to Lakemont Consulting Group, Inc. forms a part of Policy Number PPP2660036C effective on 8/14/2014 at 12:01 A.M. Add/RemovelAmend General Liability Additional Insured Endorsement j In consideration of no change in premium it is hereby agreed that the following form(s) is(are) added to the Policy: CG2026 04t13-Additional Insured-Designated Person or organization All other terms and conditions of this Policy remain unchanged. II i ADD—REM (03-01) I POLICY NUMBER: PPP2"60036C COMMERCIAL GENERAL LIABILITY CG 20 26 0413 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANVATION This endorsement modifies insurance provided under the following: I COMMERCIAL GENERAL LIABILITY COVERAGE PART I SCHEDULE Name of Additional Insured Person(s) Or Organization(s): Effective Date: 0811 4/201 4 12:00 AM j The City of Kent 220 Fourth Avenue South Kent,WA 98032 Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II-Who Is An Insured is amended to include B. With respect to the insurance afforded to these as an additional insured the person(s) or organization(s) additional insureds,the following is added to shown in the Schedule, but only with respect to liability Section III-Limits Of Insurance: for"bodily injury", "property damage"or"personal and If coverage provided to the additional insured is advertising injury"caused, in whole or in part, by your required by a contract or agreement, the most we acts or omissions or the acts or omissions of those acting will pay on behalf of the additional insured is the on your behalf: amount of insurance: 1. In the performance of your ongoing operations; or 1. Required by the contract or agreement; or 2. In connection with your premises owned by or 2. Available under the applicable Limits of rented to you. Insurance shown in the Declarations; However: whichever is less. 1. The insurance afforded to such additional insured This endorsement shall not increase the applicable only applies to the extent permitted by law;and Limits of Insurance shown in the Declarations. 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. CG 20 26 04 13 0Insurance services Office,Inc.,2012 Page 1 Of 1 I e Bottoms OfIlm. P.O.Box 3867, Bellevue,SVA 98009 425-453-85" PHONE ''..... P 1980 112th Ave NF,Ste 210, Bellevue,WA 98004 425-453-8696 FAX Portland Off m:6645 NE 78th C4 Ste C5,Portland,OR 97218 (900)562-SM WATS www.gogus.sam GRIFFINUNDERWRITING SERVICES In CA, DBA: Griffin Insurance Services; CA License #OG66558 August 19,2014 The Redmond Insurance Agency Inc 16126 NE 87th St Redmond, WA 98052 Attn: Deborah Machin Re: David&Karen Pennington DBA:Lakemont Consulting Group,Inc-PPP2550036C Submission#: 1351514 Enclosed is an endorsement changing the above policy as follows: Endorsement#2: TK 216 03t 10 adding the City of Kent as Al Feel free to contact us if you have any questions or require further assistance. Best Regards, Rachel Davis Associate Broker CnifI`m Underwriting Services rdavis@gogus.com i I i I I i ENDORSEMENT #2 This endorsement, issued by Mount Vernon Fire Insurance Company to t.akernont Consulting Group, Inc. forms a part of Policy Number PPP2660036C effective on 8/14/2014 at 12:01 A.M. Add/Remove/Amend Additional Insured Endorsement In consideration of no change in premium it is hereby agreed that the following form(s) is(are) added to the Policy: TK 216 03M O-Scheduled Additional Insured Endorsement All other terms and conditions of this Policy remain unchanged. i I ADD—REM (03-01) UNITED STATES LIABILITY INSURANCE GROUP WAYNE,PENNSYLVANIA This Endorsement modifies insurance provided under the following: i TECHNOLOGY PROFESSIONAL LIABILITY ADDITIONAL INSURED ENDORSEMENT i i It is hereby agreed that the following is added as an Additional Insured, but only as respect Claims arising out of any negligent act, error, omission in the rendering or failure to render Professional Services by any individual or entity of the Named Insured specified in Item I. of the Declarations. Effective Date: 08/14/201 4 1 2:00 AM The City of Kent 220 Fourth Avenue South Kent,WA 98032 i All other terms and conditions of this policy remain unchanged. This endorsement is a part of your policy and takes effect on the effective date of your policy unless another effective date is shown. i TK 216(03110) Page 1 Of 1 UNITED STATES LIABILITY INSURANCE GROUP WAYNE, PENNSYLVANIA This endorsement modifies insisanee provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE FORM BLANKET ADDITIONAL INSURED ENDORSEMENT Section II—Who Is An Insured is amended to include as an additional insured any person(s) or organization(s) for whom you are performing"your work"under a written contract or agreement, that requires such person(s) or organization(s)to be added as an additional insured on your policy. Such person(s) or organization(s) is an additional insured only with respect to liability for"bodily injury", "property damage"or"personal and advertising injury"occurring after the effective date of such contract or agreement that is caused, in whole or in part by: 1. Your acts or omissions;or 2. The acts or omissions of those acting on your behalf; in the performance of "your work"for the additional insured. Coverage for an additional insured under this endorsement ends when "your work"for that additional insured ends or is put to its intended use by any person or organization. EXCLUSIONS There is no coverage under this endorsement for loss or expense, including but not limited to the cost of defense for "bodily injury", "property damage"or"personal and advertising injury" occurring: (1) After all of"your work", including materials, parts or equipment furnished in connection with"your work"and performed under the above referenced written contract(s)or agreement(s)has ended;or (2) When that portion of"your work"outt of which the "bodily injury", "property damage"or "personal and advertising injury"arises and performed under the above referenced written contract(s)or agreement(s)has been put to its intended use by any person or organization; whichever occurs fast. All other terms and conditions of this policy remain unchanged. This endorsement is a part of your policy and takes effect on the effective date of your policy unless another effective date is shown. L 712(05-08) Page 1 of 1