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16-076.00 Tax Recovery Svcs: Telephone Tax Audits IC-©7(.0 AGREEMENT FOR SERVICES Tax Recovery Services,LLC THIS AGREEMENT is made by and between the City of Spokane Valley, a code City of the State of Washington, hereinafter"City" and Tax Recovery Service, LLC, hereinafter"Consultant,"jointly referred to as"Parties." IN CONSIDERATION of the terms and conditions contained herein,the Parties agree as follows: 1. Work to Be Performed. Consultant shall provide all labor, services, and material to satisfactorily complete the Scope of Services, attached as Exhibit A. A. Administration. The City Manager or designee shall administer and be the primary contact for Consultant. Prior to commencement of work, Consultant shall contact the City Manager or designee to review the Scope of Services, schedule, and date of completion. Upon notice from the City Manager or designee, Consultant shall commence work, perform the requested tasks in the Scope of Services, stop work, and promptly cure any failure in performance under this Agreement. B. Representations. City has relied upon the qualifications of Consultant in entering into this Agreement. By execution of this Agreement, Consultant represents it possesses the ability, skill, and resources necessary to perform the work and is familiar with all current laws, rules, and regulations which reasonably relate to the Scope of Services. No substitutions of agreed-upon personnel shall be made without the prior written consent of City. Consultant represents that the compensation as stated in paragraph 3 is adequate and sufficient for the timely provision of all professional services required to complete the Scope of Services under this Agreement. Consultant shall be responsible for the technical accuracy of its services and documents resulting therefrom, and City shall not be responsible for discovering deficiencies therein. Consultant shall correct such deficiencies without additional compensation except to the extent such action is directly attributable to deficiencies in City-furnished information. C. Standard of Care. Consultant shall exercise the degree of skill and diligence normally employed by professional consultants engaged in the same profession, and performing the same or similar services at the time such services are performed. D. Modifications. City may modify this Agreement and order changes in the work whenever necessary or advisable. Consultant will accept modifications when ordered in writing by the City Manager or designee, so long as the additional work is within the scope of Consultant's area of practice. Compensation for such modifications or changes shall be as mutually agreed between the Parties. Consultant shall make such revisions in the work as are necessary to correct errors or omissions appearing therein when required to do so by City without additional compensation. 2. Term of Contract. This Agreement shall be in full force and effect upon execution and shall remain in effect until completion of all contractual requirements have been met as determined by City. Consultant shall complete its work by December 31, 2016, unless the time for performance is extended in writing by Agreement for Services(without professional liability coverage) Page 1 of 7 the Parties. Either Party may terminate this Agreement for material breach after providing the other Party with at least 10 days' prior notice and an opportunity to cure the breach. City may, in addition, terminate this Agreement for any reason by 10 days' written notice to Consultant. In the event of termination without breach, City shall pay Consultant for all work previously authorized and satisfactorily performed prior to the termination date. 3. Compensation. A. Total Compensation. In consideration of the Consultant performing the Services,the City agrees to pay the Consultant according to the following schedule: For each audit or tax investigation of a specific telephone service provider,the City agrees to pay the Consultant a fee in the amount of 25%of any revenue recovered. Negotiated settlements on assigned audits shall also be compensated at twenty-five percent. B. "Revenue recovered"shall be construed to mean all funds received by the City due to the final audit documents,plus any other funds received while the audit is being conducted directly attributable to the commencing or performing of the audit, such as an early payment by any entity subject to an audit toward the expected audit-related taxpayer billing. "Revenue recovered"shall not include any revenue received by the City as payment from any telephone service provider for periods subsequent to the period audited during the performance of the audit. C. After revenue recovery funds are received by the City, the Consultant shall send an invoice for the amount of compensation due. Payments are due within 30 days after receipt of such invoice. Interest up to 0.5%per month may be charged by the Consultant for late payments. 4. Payment. Consultant shall be paid monthly upon presentation of an invoice to City as noted in section 3. Applications for payment shall be sent to the City Finance Department at the below-stated address. City reserves the right to withhold payment under this Agreement for that portion of the work (if any) which is determined in the reasonable judgment of the City Manager or designee to be noncompliant with the Scope of Services, City standards, City Code, and federal or state standards. 5. Notice. Notices other than applications for payment shall be given in writing as follows: TO THE CITY: TO THE CONSULTANT: Name: Christine Bainbridge, City Clerk Name: Tamara Crisp Phone: (509)921-1000 Phone: (253)538-9778 Address: 11707 East Sprague Ave., Suite 106 Address: P.O. Box 608 Spokane Valley, WA 99206 Spanaway, WA 98387 6. Applicable Laws and Standards. The Parties, in the performance of this Agreement, agree to comply with all applicable federal, state, and local laws and regulations. Consultant warrants that its designs, construction documents, and services shall conform to all federal, state, and local statutes and regulations. 7. Certification Regarding Debarment, Suspension, and Other Responsibility Matters — Primary Covered Transactions. A. By executing this Agreement, the Consultant certifies to the best of its knowledge and belief Agreement for Services(without professional liability coverage) Page 2 of 7 that it and its principals: 1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency; 2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state, or local) transaction or contract under a public transaction; violation of federal or state antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; 3. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state, or local) with commission of any of the offenses enumerated in paragraph(A)(2)of this certification; and 4. Have not within a three-year period preceding this application/proposal had one or more public transactions(federal, state, or local)terminated for cause or default. B. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this Agreement. 8. Relationship of the Parties. It is understood and agreed that Consultant shall be an independent contractor and not the agent or employee of City, that City is interested in only the results to be achieved, and that the right to control the particular manner,method, and means in which the services are performed is solely within the discretion of Consultant. Any and all employees who provide services to City under this Agreement shall be deemed employees solely of Consultant. The Consultant shall be solely responsible for the conduct and actions of all its employees under this Agreement and any liability that may attach thereto. 9. Ownership of Documents. All drawings, plans, specifications, and other related documents prepared by Consultant under this Agreement are and shall be the property of City, and may be subject to disclosure pursuant to chapter 42.56 RCW or other applicable public record laws. The written, graphic, mapped, photographic, or visual documents prepared by Consultant under this Agreement shall, unless otherwise provided, be deemed the property of City. City shall be permitted to retain these documents, including reproducible camera-ready originals of reports, reproduction quality mylars of maps, and copies in the form of computer files, for the City's use. City shall have unrestricted authority to publish, disclose, distribute, and otherwise use, in whole or in part, any reports, data, drawings, images, or other material prepared under this Agreement, provided that Consultant shall have no liability for the use of Consultant's work product outside of the scope of its intended purpose. 10. Records. The City or State Auditor or any of their representatives shall have full access to and the right to examine during normal business hours all of Consultant's records with respect to all matters covered in this Agreement. Such representatives shall be permitted to audit, examine, make excerpts or transcripts from such records, and to make audits of all contracts, invoices, materials, payrolls, and record of matters covered by this Agreement for a period of three years from the date final payment is made hereunder. Agreement for Services(without professional liability coverage) Page 3 of 7 11. Insurance. 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 Consultant, its agents, representatives, employees, or subcontractors. Consultant's maintenance of insurance as required by the Agreement shall not be construed to limit the liability of the Consultant to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity A. Minimum Scope of Insurance. Consultant shall obtain insurance of the types described below: 1. Automobile liability 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. 2. Commercial general liability insurance shall be at least as broad as ISO occurrence form CG 00 01 or a substitute form and shall cover liability arising from premises, operations, independent contractors hired by the Consultant, products-completed operations, stop gap liability, personal injury and advertising injury, and liability assumed under an insured contract. City shall be named as an additional insured under Consultant's commercial general liability insurance policy with respect to the work performed for the City using an additional insured endorsement form SS 41 70 and Additional Insured-Completed Operations endorsement SS 41 71 or substitute endorsements providing equivalent coverage. 3. Workers' compensation coverage as required by the industrial insurance laws of the State of Washington. B. Minimum Amounts of Insurance. Consultant shall maintain the following insurance limits: 1. Automobile liability insurance with a minimum combined single limit for bodily injury and property damage of no less than$1,000,000 per accident. 2. Commercial general liability insurance shall be written with limits no less than $1,000,000 for each occurrence, $2,000,000 for general aggregate, and a $2,000,000 products-completed operations aggregate limit. C. Other Insurance Provisions. The policies are to contain, or be endorsed to contain, the following provisions for automobile liability and commercial general liability insurance: 1. Consultant's insurance coverage shall be primary insurance with respect to the City. Any insurance, self-insurance, or insurance pool coverage maintained by City shall be in excess of 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 30 days prior written notice by certified mail, return receipt requested, has been given to the City. If this policy is cancelled by the company for non- payment of premium, or by the insured, notice of such cancellation will be provided within 10 days of the cancellation effective date. Agreement for Services(without professional liability coverage) Page 4 of 7 3. If Consultant maintains higher insurance limits than the minimums shown above, City shall be insured for the full available limits of commercial general and excess or umbrella liability maintained by Consultant, irrespective of whether such limits maintained by Consultant are greater than those required by this Agreement or whether any certificate of insurance furnished to the City evidences limits of liability lower than those maintained by Consultant. 4. Failure on the part of Consultant to maintain the insurance as required shall constitute a material breach of the Agreement, upon which the City may, after giving at least five business days' notice to Consultant to correct the breach, immediately terminate the Agreement, or at its sole discretion, procure or renew such insurance and pay any and all premiums in connection therewith, with any sums so expended to be repaid to City on demand, or at the sole discretion of the City, offset against funds due Consultant from the City. 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. Evidence of Coverage. As evidence of the insurance coverages required by this Agreement, Consultant shall furnish acceptable insurance certificates to the City Clerk at the time Consultant returns the signed Agreement, which shall be Exhibit B. The certificate shall specify all of the parties who are additional insureds, and shall include applicable policy endorsements, and the deduction or retention level. Insuring companies or entities are subject to City acceptance. If requested, complete copies of insurance policies shall be provided to City. Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions, and/or self-insurance. 12. Indemnification and Hold Harmless. Consultant shall, at its sole expense, defend, indemnify, and hold harmless City and its officers, agents, and employees, from any and all claims, actions, suits, liability, loss, costs, attorney's fees, costs of litigation, expenses, injuries, and damages of any nature whatsoever relating to or arising out of the wrongful or negligent acts, errors, or omissions in the services provided by Consultant, Consultant's agents, subcontractors, subconsultants, and employees to the fullest extent permitted by law, subject only to the limitations provided below. Consultant's duty to defend, indemnify, and hold City harmless shall not apply to liability for damages arising out of such services caused by or resulting from the sole negligence of City or City's agents or employees pursuant to RCW 4.24.115. Consultant's duty to defend, indemnify, and hold City harmless against liability for damages arising out of such services caused by the concurrent negligence of(a) City or City's agents or employees, and (b) Consultant, Consultant's agents, subcontractors, subconsultants and employees, shall apply only to the extent of the negligence of Consultant, Consultant's agents, subcontractors, subconsultants, and employees. Consultant's duty to defend, indemnify, and hold City harmless shall include, as to all claims, demands, losses, and liability to which it applies, City's personnel-related costs, reasonable attorneys' fees, the reasonable value of any services rendered by the office of the City Attorney, outside consultant costs, court costs, fees for collection, and all other claim-related expenses. Agreement for Services(without professional liability coverage) Page 5 of 7 Consultant specifically and expressly waives any immunity that may be granted it under the Washington State Industrial Insurance Act, Title 51 RCW. These indemnification obligations shall not be limited in any way by any limitation on the amount or type of damages, compensation, or benefits payable to or for any third party under workers' compensation acts, disability benefit acts, or other employee benefits acts. Provided, that Consultant's waiver of immunity under this provision extends only to claims against Consultant by City, and does not include, or extend to, any claims by Consultant's employees directly against Consultant. The City shall defend, indemnify and hold the Provider and its officers, officials, employees, and volunteers harmless from any and all claims, injuries, damages, losses, or suits including attorney fees, arising out of or in connection with the performance of this Agreement, except for injuries and damages caused by the sole negligence of the Consultant. Consultant hereby certifies that this indemnification provision was mutually negotiated. 13. Waiver. No officer, employee, agent, or other individual acting on behalf of either Party has the power, right, or authority to waive any of the conditions or provisions of this Agreement. A waiver in one instance shall not be held to be a waiver of any other subsequent breach or nonperformance. All remedies afforded in this Agreement or by law shall be taken and construed as cumulative and in addition to every other remedy provided herein or by law. Failure of either Party to enforce at any time any of the provisions of this Agreement or to require at any time performance by the other Party of any provision hereof shall in no way be construed to be a waiver of such provisions nor shall it affect the validity of this Agreement or any part thereof. 14. Assignment and Delegation. Neither Party may assign, transfer, or delegate any or all of the responsibilities of this Agreement or the benefits received hereunder without prior written consent of the other Party. 15. Subcontracts. Except as otherwise provided herein, Consultant shall not enter into subcontracts for any of the work contemplated under this Agreement without obtaining prior written approval of City. 16. Confidentiality. Consultant may, from time-to-time, receive information which is deemed by City to be confidential. Consultant shall not disclose such information without the prior express written consent of City or upon order of a court of competent jurisdiction. 17. Jurisdiction and Venue. This Agreement is entered into in Spokane County, Washington. Disputes between City and Consultant shall be resolved in the Superior Court of the State of Washington in Spokane County. Notwithstanding the foregoing, Consultant agrees that it may, at City's request, be joined as a party in any arbitration proceeding between City and any third party that includes a claim or claims that arise out of, or that are related to Consultant's services under this Agreement. Consultant further agrees that the Arbitrator(s)' decision therein shall be final and binding on Consultant and that judgment may be entered upon it in any court having jurisdiction thereof. 18. Cost and Attorney's Fees. The prevailing party in any litigation or arbitration arising out of this Agreement shall be entitled to its attorney's fees and costs of such litigation (including expert witness fees). 19. Entire Agreement. This written Agreement constitutes the entire and complete agreement between the Parties and supersedes any prior oral or written agreements. This Agreement may not be changed, Agreement for Services(without professional liability coverage) Page 6 of 7 modified, or altered except in writing signed by the Parties hereto. 20. Anti-kickback. No officer or employee of City, having the power or duty to perform an official act or action related to this Agreement shall have or acquire any interest in this Agreement, or have solicited, accepted, or granted a present or future gift, favor, service, or other thing of value from any person with an interest in this Agreement. 21. Business Registration. Prior to commencement of work under this Agreement, Consultant shall register with the City as a business if it has not already done so. 22. Severability. If any section, sentence, clause,or phrase of this Agreement should be held to be invalid for any reason by a court of competent jurisdiction, such invalidity shall not affect the validity of any other section, sentence, clause, or phrase of this Agreement. 23. Exhibits. Exhibits attached and incorporated into this Agreement are: A. Scope of Services B. Insurance Certificates ] The Parties have executed this Agreement thist j day of AAy , 20_11. CITY OF SPOKANE VALLEY Consultant: "Ikikailic \. n CAIL ./\/\\ 1l v►V,xic j• , _... Mike JackSbn;City Manager By: Michael Crisp Ar NJ 4G Its: President -Zi-ik c 1001 A T ••41,- , / -6):,,,A/ ' flig Christine Bainbridge, City C rk APPROVE 1 AS TO FORM: & ... i B d f Ci Officthe ' orne el9 y Agreement for Services(without professional liability coverage) Page 7 of 7 Individual Acknowledgement State of Washington County of Pierce I certify that I know or have satisfactory evidence that L i(4hQi ('Xis') is the person(s) who appeared before me, and said person(-s)-acknowledged that tit.- - - signed this instrument and acknowledged it to be 64- - - - ee and voluntary act for the uses and purposes mentioned in the instrument. Sg4.0. $ON A►i�� 4 Dated: .•.•./ZIP • r Es` .Ot /,p�i % Q-1 l t V « • « * ( � afore) j N y ,04e`\4 I O Seal or stamp) '"4' s. %• I�*IXt/ obi�C � ht�Oq���` \�1 ,�' Title /�� �F WASE `�� My appointmentnn i11l1k11\\\\\\��`` expires '1•lM A o&td *o Yeevvt,eM &Cenci C2S s cpcth.&r2 on petty, `] This Verbiage was chosen and is acknowledged by the customer, (f\kkaJ s- \t Signature Date EXHIBIT A: SCOPE OF SERVICES Auditing services, including utility tax auditing and tax and fee investigation services shall be provided by the Consultant as follows: 1. Audits and tax investigations regarding payment or non-payment of the City's telephone utility tax on selected telephone service providers may be conducted by the Consultant as mutually agreed upon by the City and the Consultant. 2. In performing the audits, TRS shall act as an agent of the City, contacting the appropriate telephone service providers, examining their books, and working as necessary with their responsible financial officers and staff regarding payment or non-payment of the City's telephone utility tax. 3. As audits are completed,TRS shall keep City informed as to additional advantageous audits to consider next. 4. TRS will need certain items from the City including: -access to City business license data, including the name of the company to be audited with its address, phone number, state UBI number and business license open date; -if the company is registered, copies of the business'tax return for the past years plus the current year; and -current City map showing City boundaries with street level detail. 5. TRS shall provide regular reports on the status of the audit to the City. 6. Once the audit is completed, Tax Recovery Services shall supply a copy of the audit to the City for review before a copy of the audit is sent to a telephone service provider.At the request of the City, TRS shall discuss any part of the audit with the City and answer any questions. 7. TRS shall work with any telephone service provider to help them understand why the audit is being done, and that payment is due. Doing this helps ensure that the audit recovery is submitted promptly, and that the any telephone service provider pays its future taxes correctly. 8. In no event will this contract be construed to require the Consultant to act as a collection agency or to provide legal representation in a litigation process. 9. This contract does not include services for refund request audits. ® BHE DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE R045 5/10/2016 THIS CERTIFICATEIS 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: BROWN & BROWN OF WA INC/TACOMA/PHS PHO (NC, (866) 467-8730 FAX (888) 443-6112 811153 P: (866) 467-8730 F: (888) 443-6112 ADDRIESS: PO BOX 33015 INSURER(S)AFFORDING COVERAGE NAIC# SAN ANTONIO TX 78265 INSURER A: Hartford Casualty Ins Co 29424 INSURED INSURER B: INSURER C: TAX RECOVERY SERVICES LLC INSURER ID PO BOX 608 INSURERE: SPANAWAY WA 98387 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE 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. INSRADDL SUBR POLICY EFF POLICY EXP ITR TYPE OF INSURANCE INSR WVD POLICY NUMBER (MM/DD LIMITS /YYYYJ /MM/DD/F'YYYI COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1, 000, 000 CLAIMS-MADE E OCCUR PREMISES (RENTED PRRENTEDEa occurrence) $300, 000 A X General Liab X 52 SBA UQ2101 02/13/2016 02/13/2017 MED EXP(Any one person) $10, 000 PERSONAL&ADV INJURY $1, 000, 000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE s2 000 000 POLICY �ECOT-❑X LOC PRODUCTS-COMP/OP AGG $2, 0 0 0, 0 0 0 OTHER: $ AUTOMOBILE LIABILITY (Ea acrid COMBINED SINGLE LIMIT $1, O O O, O O O ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED X 52 SBA UQ2101 02/13/2016 02/13/2017 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED x NON-OWNED PROPERTY DAMAGE AUTOS ONLY_ AUTOS ONLY (Per accident) $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ S DEC RETENTION$ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE YIN E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) ❑ N/A E.L.DISEASE-EA EMPLOYEE $ If yes,describe underE.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS below A EMP STOP GAP 52 SBA UQ2101 02/13/2016 02/13/2017 $1,000,000/$1,000,000/$1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached If more space is required) Those usual to the Insured' s Operations. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 and the Hired Auto and Non- Owned Auto Endorsement SS0438, attached to this policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE City of Spokane Valley DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn: Chelsie Taylor, Finance Director AUTHORIZED REPRESENTATIVE 11707 E SPRAGUE AVE STE 106 SPOKANE VALLEY, WA 99206 ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD "4GICORVC, CERTIFICATE OF LIABILITY INSURANCE l -p?� 4/1/200 7"" THIS CERTIFICATE'S 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME PROPEL INSURANCE/PHS WC.o.Ext): (866) 467-8730 FAX (888) 443-6112 819943 P: (866) 467-8730 F: (888) 443-6112 ;7"Ess PO BOX 33015 INSURER(S)AFFORDING COVERAGE NAICE SAN ANTONIO TX 78265 INSURER A: Hartford Casualty Ins Co INSURED INSURER B: INSURER C: TAX RECOVERY SERVICES LLC INSURER D: PO BOX 608 INSURER E: SPANAWAY WA 98387 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE 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. ix= 77PE OF INSURANCE ADM SUER POLICPNUAfER POLICY EFF POLICY EA? LIMITS ITR &SR ITPT) DUM/DD/ITTI7 IMMA YMT) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE 51, 000/ 000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED $300, 000 PREMISES(Ea occurrence) A X General Liab X 52 SBA IX2251 02/13/2017 02/13/2018 MEDEXP(Anyoneperson) $10, 000 PERSONAL&ADV INJURY $1, 000, 000 • GEWL AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE $2, 000, 000 PRO- I POUCY E X LOC PRODUCTS-COMP/OP AGG $2, 000, 0 0 0 OTHER AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1 0 0 0, 0 0 0 (Ea accident) r ANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED AUTOS ONLY AUTOS 52 SBA IX2251 02/13/2017 02/13/2018 BODILYINJURY(Peraccident) $ X HIRED x NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) UMBRELLA UAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE 5 DEC RETENTION S WOR&EBSCOMPENSATION PER OTH- A.NDENPLOTERtLL+BILRS STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVEYIN EL EACH ACCIDENT 11, 000, 000 OFFICER/MEMBER EXCLUDED? A (AlandataryinNH) I N/A 52 SBA IX2251 02/13/2017 02/13/2018 E.L DISEASE-EA EMPLOYEE 51, 000/ 000 If yes,describe under EL DISEASE-POLICY OMIT 51 000,000 DESCRIPTION OF OPERATIONS below DESCRIPTION OFOPER4TIONS/LOCATIONS/VVHIC4 S)RD 101,Additional Remarks Schedule,may be attached if more space Is required) Those usual to the Insured's Operations. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Cityof Spokane ValleyBEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE P DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn: Chelsie Taylor, Finance Director AUTNORIZEDREPRESENTATlVE 11707 E SPRAGUE AVE STE 106 SPOKANE VALLEY, WA 99206 ©19882015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD BGM DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE R054 1/29/2018 THIS CERTIFICATEIS 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 have ADDITIONAL INSURED provisions or 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 CONTACT NAME: PROPEL INSURANCE/PHS �a"c°,Ne,E.t): (866) 467-8730 FAX (NC, (888) 443-6112 819943 P: (866) 467-8730 F: (888) 443-6112 ADDRESS: PO BOX 33015 INSURER(S)AFFORDING COVERAGE NAIL# SAN ANTONIO TX 78265 INSURERA: Hartford Casualty Ins Co 29424 INSURED INSURER B: INSURER C: TAX RECOVERY SERVICES LLC INSURERD: PO BOX 608 INSURERE: S PANAWAY WA 98387 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE 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. /NSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSR WVD (MM/DD/YY IMM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1, 000, 000 CLAIMS-MADE OCCUR DAMAGE TO RENTED $300000 PREMISES(Ea occurrence) / A X General Liab X 52 SBA 1X2251 02/13/2018 02/13/2019 MEDEXP(Anyoneperson) $10, 000 PERSONAL&ADV INJURY $1, 000, 000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2, 000, 000 POLICY PRO [7 LOC PRODUCTS-COMP/OP AGG $2, 000, 000 JECT OTHER: S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1, 000, 000 (EaANY AUTO BODILY INJURY(Per person) $ A OWNED SCHEDULED 52 SBA 1X2251 02/13/2018 02/13/2019 BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED X NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY_ AUTOS ONLY (Per accident) $ UMBRELLA UAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE 5 DED RETENTION S $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE YIN E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? I�I WA - (Mandatory In NH) I I E.L.DISEASE-EA EMPLOYEE $ It yes,describe under E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS below _ A EMP STOP GAP 52 SBA 1X2251 02/13/2018 02/13/2019 $1,000,000/1,000,000/1,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached If more space is required) Those usual to the Insured' s Operations. Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Cityof Spokane ValleyBEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE P DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Attn: O k s a na Zhukov AUTHORIZED��+ REPRESENTATIVE 10210 E SPRAGUE AVE U'4 ? LC1OLti=�Z 2, SPOKANE VALLEY, WA 99206 ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 1 c°--67& DATE(MM/DDNYYY) AL !: CERTIFICATE OF LIABILITY INSURANCE 01/15/2019 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(les).must be endorsed. If SUBROGATION'S WAIVED, subject to the terms and conditions bf 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 CONTACT PROPEL INSURANCE/PHS NAME: 52819943 PHONE (866)467-8730 FAX (888)443-6112 (A/C,No,Ext): (A/C,No): The Hartford Business Service Center 3600 Wiseman Blvd E-MAIL San Antonio,TX 78265 ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURER A: The Hartford Casualty Insurance Company 29424 TAX RECOVERY SERVICES LLC INSURER B: PO BOX 608 INSURER C: SPANAWAY ,WA 98387-0608 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIE OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REpUIREMENT,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 iOF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUER POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSR WVD (MM/DD/YYYYI (MM/DDIYYY() COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED $300,000 PREMISES(Ea occurrences _ X General Liability MED EXP(Any one person) $10,000 A X 52 SBA(X2251 02/13/2019 02/13/2020 PERSONAL 8 ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIESJECT ^ PER: GENERAL AGGREGATE $2,000,000 POLICY PRO- II LOC PRODUCTS-COMP/OP AGG $2,000,0 0 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 _ (Ea accident) _ ANY AUTO BODILY INJURY(Per person) ALL OWNED SCHEDULED A 52 SBA 1X2251 02/13/2019 02/13/2020 BODILY INJURY(Per accident) AUTOS _AUTOS HIRED NON-OWNED PROPERTY DAMAGE X AUTOS X AUTOS (Per accident) UMBRELLA LIAB OCCUR EACH OCCURRENCE EXCESS UAB CLAIMS- MADE AGGREGATE DED RETENTION$ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY STATUTE ER , ANY YM E.L.EACH ACCIDENT $1,000,000 A PROPRIETOR/PARTNER/EXECUTIVE N/A 52 SBA(X2251 02/13/2019 02/13/2020 OFFICER/MEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYEE $1,000,000 (Mandatory In NH) If yes,describe under E.L.DISEASE-POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS below , A EMPLOYMENT PRACTICES Each Claim Limit $5,000 52 SBA 1X2251 02/13/2019 02/13/2020 LIABILITY Aggregate Limit $5,000 DESCRIPTION OFOPERATIONS/LOCATIONS/VEj/CLES(ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) Those usual to the Insured's Operations.Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CERTIFICATE HOLDER CANCELLATION City of Spokane Valley SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Attn:Oksana Zhukov BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED 10210 E SPRAGUE AVE IN ACCORDANCE WITH THE POLICY PROVISIONS. SPOKANE VALLEY WA 99206 AUTHORIZED REPRESENTATIVE, �uGAl,Ol- C ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD -`lAC'4'AP? CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) „---- 01/15/2020 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 SUBROGATIONIS 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 CONTACT PROPEL INSURANCE/PHS NAME: 52819943 PHONE (866)467-8730 FAX No):(888)443-6112 (A/C,No,Ext): The Hartford Business Service Center 3600 Wiseman Blvd E-MAIL San Antonio,TX 78251 ADDRESS: INSURER(S)AFFORDING COVERAGE NAICB INSURED • INSURERA: Hartford Casualty Insurance Company 29424 TAX RECOVERY SERVICES LLC INSURER B: PO BOX 608 INSURER C: SPANAWAY WA 98387-0608 INSURER D: INSURER E: N INSURER F: N COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 0_ THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD c 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. INS17 TYPE OF INSURANCE ADOL SUER POLICY NUMBER POLICY EFF POLICY EXP LIMITS _LTR INSR WVD (MMIDD/YYYYI (MM/DDIYYYY) COMMERCIAL GENERAL UABILITY EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED $300,000 PREMISES(Ea occurrence) x General Liability MED EXP(Any one person) $10,000 A X 52 SBA IX2251 02/13/2020 02/13/2021 PERSONAL&ADV INJURY $1,000,000 — GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 _ POLICY ERCaT X LOG PRODUCTS-COMP/OP AGG $2,000,000 OTHER: AUTOMOBILE LIABILITY $1,000,000 SINGLE LIMIT $1,000,000 (Ea accident) ANY AUTO BODILY INJURY(Per person) A —ALL OWNED SCHEDULED 52 SBA IX2251 02/13/2020 02/13/2021 BODILY INJURY(Per accident) _AUTOS _AUTOS HIRED NON-OWNED PROPER I Y DAMAGE X AUTOS X AUTOS (Per accident) — UMBRELLA LIAR OCCUR EACH OCCURRENCE EXCESS LIAB aims- AGGREGATE MADE DED RETENTION$ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'L ABILITY STATUTE ER ANY Y/N E.L.EACH ACCIDENT $1,000,000 - A PROPRIETOR/PARTNER/EXECUTIVE ( NIA 52 SBA IX2251 02/13/2020 02/13/2021 OFFICER/MEMBER EXCLUDED? E.L DISEASE-EA EMPLOYEE $1,000,000 (Mandatory in NH) If yes,describe under EL DISEASE-POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS below A EMPLOYMENT PRACTICES 52 SBA IX2251 02/13/2020 02/13/2021 Each Claim Limit $5,000 LIABILITY Aggregate Limit $5,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Those usual to the Insured's Operations.Certificate holder is an additional insured per the Business Liability Coverage Form SS0008 attached to this policy. CERTIFICATE HOLDER CANCELLATION City of Spokane Valley SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED Attn:Oksana Zhukov BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED 10210 E SPRAGUE AVE IN ACCORDANCE WITH THE POLICY PROVISIONS_ SPOKANE VALLEY WA 99206-3682 AUTHORIZED REPRESENTATIVE ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD