HomeMy WebLinkAboutPinnacle Training Systems - Wellness Services AgrmtTI-IE SC¡ENTIFIC APPROACH TO YÕUR SUCCESS
WELLNESS SERVICES AGREEMENT
This Wellness Service_sAgreement (the "Agreement") is effective_September 29,2OiS by and between
PINNACLE TRAINING SYSTEMS, LLC ("PTS"), a company organized and existing underihe laws of the
state of California, having an office located at726 W. Barstow Ave, #116, Fresno, CA g3704 and the
City of Fresno (the "CLIENT") located at and/or having a correspondence address of:
_2600 Fresno St. Fresno, CA93721
PTS and the CLIENT are at times herein collectively referred to as the "Parties," or individually, as a"Party."
RECITALS
1. The CLIENT wishes to retain PTS to provide certain worksite wellness services related to and/or
described as a "Worksite Wellness Program" on the terms and conditions hereinafter set forth.
2. PTS wishes to provide such services to the CLIENT on such terms and conditions.
NOW THEREFORE in consideration of the mutual covenants contained herein and other good and
valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereto
agree as follows:
,1. SERVICES TO BE PROVIDED
a) PTS agrees to provide to the CLIENT the wellness/fitness services set forth in Schedule
"4," which is attached hereto and made a part of this Agreement (the "services").
b) PTS agrees and undertakes to perform the Services in a timely fashion with the skill,
competence and diligence commensurate with the standards in the wellness industry.
2. COMPENSATION AND INCENTIVES
a) The CLIENT shall pay PTS for the Services, in accordance with the terms set forth in
Schedule "8," which is attached hereto and made a part of this Agreement.
b) lncentives shall be paid by the CLIENT and/or PTS in accordance with the terms set forth in
Schedule "C," which is attached hereto and made a part of this Agreement.
3. TERM AND TERMINATION
a) The initial term of this Agreement ("Term") shall be for a period of _12_weeks/mon!þ
[circle one] beginning on _March 29 _, 2016_, and ending on March 28, 2017_ unless
terminated earlier in accordance with the provisions herein. The Term may be extended by
written agreement of the Parties.
b) This Agreement may be terminated by either Party upon the occurrence of an event of
default, given five (5) days written notice of the default to the other Party. lf the default is not
cured within the five-day notice period, this Agreement will terminate and any and all fees
owed to PTS, up and through the termination date will be immediately due and payable.
Each of the following constitutes an event of default for the purposes of this Agreement:
i. breach of this Agreement (including but not limited to non-performance and/or inability
to perform), and
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ii. insolvency of CLIENT or PTS (including but not limited to bankruptcy).
CLIENT agrees that CLIENT shall not be entitled to terminate this Agreement during the
initial term, except in the event of default by PTS as described in paragraph 3 b) above. PTS
may terminate this agreement for any reason giving ten (10) days written notice to CLIENT,
and CLIENT shall pay PTS for all Services rendered up and through the date of termination,
in accordance with the payment terms set forth in Schedule B.
Upon request at the termination of this Agreement, CLIENT shall return to PTS all
confidential data embodied or recorded in tangible form, which is in its possession. CLIENT
expressly grants PTS permission to use the results of the Worksite Wellness Program for
marketing, advertising, research, educational and/or other business purposes, so long as the
identity of any individual participating in the program is not disclosed and/or cannot
reasonably be determined or associated with the use or PTS obtains the written consent of
the individual to disclose his or her identity.
STATUS
a) lt is understood and agreed that this is an agreement for the performance of services and
that the relationship of the Parties to each other is that of independent contractors. This
Agreement shall not be deemed to create a joint venture, partnership, principal-agent,
employer-employee, or similar relationship between PTS and CLIENT.
b) PTS and CLIENT shall comply with all applicable statutes, ordinances and regulations of
the State of California and the Unites States governing the performance of the Services.
CONFIDENTIALITY
"Confidential lnformation" shall mean any proprietary or non-public Confidential lnformation or materials
which are owned or controlled by the Disclosing Party, both of which are disclosed under the following
terms and conditions. "Disclosing Party" shall mean the party revealing or disclosing the Confidential
lnformation. "Recipient" shall mean the party receiving the Confidential lnformation.
a) The Parties shall not disclose or divulge to any person or entity, except as provided below,
any Confidential lnformation which either Party may reveal under this Agreement and shall
not use said Confidential lnformation in any manner whatsoever, directly or indirectly, except
as expressly permitted herein and solely in connection with the Worksite Wellness Program.
The parties shall protect the confidentiality of and take all reasonable steps to prevent
disclosure or unauthorized use of the Confidential lnformation.
b) Each Party shall have the right to disclose the Confidential lnformation to its officers,
directors, employees, agents, subcontractors and consultants for the purposes authorized
herein. Each Party shall, prior to disclosing the Confidential lnformation or portion thereof to
any such person, issue appropriate instructions to them to ensure that such persons are
aware of their obligation to comply with the confidentiality and use obligations and restrictions
contained in this Agreement. Each Party shall have the right to disclose Confidential
lnformation as required by law.
c) The Recipient shall advise the Disclosing Party in writing in the event the Recipient becomes
aware of any unauthorized dissemination, misappropriation, or misuse of Confidential
lnformation by the Recipient and provide assistance to Disclosing Party to mitigate any
damages caused thereby and to limit any further dissemination or misuse of the Confidential
lnformation.
d) Confidential lnformation shall not include any data or information which:
c)
d)
4.
5.
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)
v)
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THE SCIENTIFIC APPROACI-I TO YÛUR SUCCESS
is now generally known or readily available to the trade or public or which becomes
so known or readily available without fault of Recipient;
is possessed by Recipient without restriction as to disclosure or use prior to its
disclosure hereunder;
is received independently from a third party who is free to disclose such information
to the Recipient;
is required as part of any court order or government regulation (provided that the
Disclosing Party has been given sufficient written notice of such order or regulation to
contest it); or,
is developed by Recipient independent of any Confidential lnformation of Disclosing
Party and which can be proven by written records.
e) The provisions of paragraphs
Agreement and shall continue
and/or proprietary.
5.c) above shall survive the termination of this
Confidential lnformation is no longer confidential
5.a) and
unti the
6. INTELLECTUAL PROPERTY
The CLIENT acknowledges that PTS has custom designed the Services based on its education and
experience in the wellness industry. The CLIENT agrees that all work produced in the development of the
Services and all work product which PTS produces in performing the Services, or any component thereof,
including, but not limited to publications, reports and other materials prepared by PTS (whether or not
copyrighted or patentable), shall be the property of PTS. The CLIENT acknowledges that all copyright,
rights to patents, trade secrets or other intellectual property in all such work and in the Services are the
property of PTS.
7. FORCE MAJEURE
lf the performance of this agreement or any of the obligations hereunder is interfered with in whole or in
part by reason of any circumstances beyond the reasonable control of PTS, including but not limited to
fire, explosion, power failure, acts of God, revolution, civil commotion or acts of public enemies, any
applicable law, order, regulation, ordinance or requirement of any government or legal body or labor
unrest, including without limitation, strikes, slow downs, picketing or boycotts, then PTS shall be excused
from such performance to extent of such interference.
8. SUBCONTRACTS
PTS shall have exclusive right and responsibility for the selection of any and all service suppliers required
for the performance of the Services hereunder. However, no modifications to the Services, whether to be
provided directly by PTS or a subcontractor, shall be made without the prior written consent of both
parlies (as to any such modification and/or addition), which consent shall not be unreasonably withheld.
9. INDEMNIFICATION
a) To the furthest extent allowed by law, PTS, shall indemnify, hold harmless and defend
CITY and each of its officers, officials, employees, agents and volunteers from any and all
loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, toft or
strict liability, including but not limited to personal injury, death at any time and property
damage) incurred by CITY, PTS, or any other person, and from any and all claims, demands
and actions in law or equity (including attorney's fees and litigation expenses), arising or
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10.
THE SCIENTIFIC APPROACH TO YÛUR SUCCESS
alleged to have arisen directly or indirectly out of performance of this Agreement. PTS
obligations under the preceding sentence shall apply regardless of whether CITY or any of its
officers, officials, employees, agents or volunteers are negligent, but shall not apply to any
loss, liability, fines, penalties, forfeitures, costs or damages caused solely by the gross
negligence, or caused by the willful misconduct, of CITY or any of its officers, officials,
employees, agents or volunteers.
lf PTS should subcontract all or any portion of the work to be performed under this
Agreement, PTS shall require each subcontractor to indemnify, hold harmless and defend
CITY and each of its officers, officials, employees, agents and volunteers in accordance with
the terms of the preceding paragraph.
This section shall survive termination or expiration of this Agreement.
b). Each party will give the other prompt written notice of any claim or suit possibly coming
within the purview of any indemnity set forth in this Agreement. Upon the written request of
an indemnitee, the indemnitor will assume the defense of any such claim, demand, action, or
proceeding. The indemnitee shall also have the right to provide its own defense at its own
expense, provided the indemnitee shall not settle any claim without the indemnitor's consent
unless it is willing to release the indemnitor from its obligation of indemnity hereunder.
c). PTS shall maintain for the life of this agreement the minimum scope of insurance set forth
in schedule "D".
d). The indemnification set forth in this Section 9 shall survive the termination of this
Agreement.
GENERAL TERMS
a). Complete Aqreement: This Agreement, including Schedules '4,' "8" and "C" hereto,
constitutes the entire understanding between the parties respecting the subject matter of this
Agreement and supersedes any and all prior negotiations, correspondence, understandings
and agreements between the parties respecting the subject matter of this Agreement. This
Agreement shall not be modified except by a writing duly executed on behalf of the Party
against whom such modification is sought to be enforced.
b). Waiver: No supplement, modification or waiver of this Agreement shall be binding unless
executed in writing by the party to be bound thereby. No waiver of any of the provisions of
this Agreement shall be deemed or shall constitute a waiver of any other provision (whether
or not similar) nor shall such waiver constitute a continuing waiver unless otherwise expressly
stated by the Party making such waiver.
c). Assiqnment: Neither this Agreement nor any rights or obligations hereunder shall be
assignable by any Party without the prior written consent of the other Party. This Agreement
shall ensure to the benefit of and be binding upon the Parties and their respective heirs,
executors, administrators, successors and permitted assigns.
d). Authoritv: Each Party represents and warrants in favor of the other that it has all
necessary capacity and authority to enter into this Agreement and to carry out its respective
obligations hereunder.
e). Notices: Any notice required or permitted to be given hereunder shall be in writing.and
shall be sufficiently given if delivered in person during normal business hours of the recipient
on a business day or sent by first class mail, postage prepaid, or by facsimile as follows:
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THE SEIENTIFIC APPROACH TO YOUR SUCCTSS
ln the case of a notice to the PTS to:
Felicia Gomez
726 W . Barstow Ave., #1 16
Fresno, CA 93704
ln the case of a notice to CLIENT to:
_City of Fresno
(Name of Client)
(lndividual Name)
2600 Fresno St
(Address)
_Fresno, CA93721
(City, State, Zip)
(Fax No)
and shall be conclusively deemed to have been given and to have been received on the
following business day, if so delivered or sent by facsimile, and on the third business day
following the mailing thereof, if so mailed (excluding each day during which there exists any
interruption of postal services due to strike, lockout or other cause). Addresses for notice may
be changed by giving notice in accordance with the foregoing.
a). Choice of Law: This Agreement shall be governed by the laws of the State of California,
excluding its choice of law rules that may allow governance of the agreement by the laws of
another state. Solely for the purposes of enforcing or interpreting this Agreement, the Parties
agree to be subject to the personal jurisdiction of any court in the County of Fresno in the
State of California with subject matter jurisdiction to enforce or interpret any of the provisions
of this Agreement.
lN WITNESS WHEREOF, each party to this agreement has caused it to be executed at Fresno CA on the
date indicated above.
CLIENT
Bruce Rudd, City Manaqer
Print Name and Title
Felicia Gomez, Ph.D. Owner
Print Name and Title
ATTEST:
WONNE SPENCE, CMC
CITY
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ÏI-IE SCIENTIFIC APPROACH TO YOUR SUCCESS
SCHEDULE "A''
WORKSITE WELLNESS PROGRAM SERVICES
PTS shall provide the Services to the CLIENT as set forth below, upon the terms and conditions set forth
in this Agreement. The CLIENT and PTS may amend this Schedule, by written agreement between the
Parties, from time to time during the Term of the Agreement and/or any renewal period.
Worksite Wellness Services (initial all that apply):PTS CLIENT
a) Employeequestionnaire
b) Height, weight screening
c) Body composition testing
d) Blood pressure screening
e) Cardiovascular risk panel
f) Glucose testing
g) lndividual employeeconsultation
h) Other (describe below)
X
_x_
X
X
X
X
X
X
_x_seminars (time/details TBD).
_x_fitness testing including :. cardiovascular aerobic test with resting and exercise EKG monitoring;. exercise blood pressure
o flexibility sit and reacho sit upso hand gripo bench presso verticaljump testo Reactive C Proteino PSA Totalo GA-125
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THE SCIENTIFIC APPROACH TO YOUR SUCCESS
SCHEDULE "B''
PAYMENT
ln consideration of the Services provided by PTS, the CLIENT shall pay PTS in accordance with the
terms set forth below. The CLIENT and PTS may amend this Schedule, by written agreement between
the Parties, from time to time during the Term and/or any renewal period.
The Consultant's sole compensation for satisfactory performance of all services required or
rendered pursuant to the agreement shall be a fix fee of $ 337.33 (no blood draws) or 417.33
(with blood draws) per person. Compensation for seminars will $200/60 min.
The City shall make monthly payments for the fitness testing based on the number of tests
completed each month. The first payment of 20o/o (of estimated 125,000 = $25,000) shall be
paid within 60 days prior to the Consultant beginning the work product comprised of the test
and analysis. The monthly balance due shall be paid within 30 days after the City has
accepted the described services. Seminars and other services will be billed once the services
have been completed.
Any balance of fees is due and payable at the end of the Term of this Agreement (as set forth
in paragraph 3.a) above, unless terminated earlier pursuant to paragraphs 3.b)-c). ln any
case, CLIENT shall pay PTS all fees due hereunder not later than seven (7) days after (i) the
end of the Term, or (ii) in the case of termination pursuant to paragraphs 3.b)-c), the
termination date, whichever is sooner.
a)
b)
c)
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THE SCIËNTIFIC APPROACI-I TO YOUR SUCCESS
SCHEDULE "C''
WORKSITE WELLNESS INCENTIVES
Worksite wellness incentives shall be paid by CLIENT and/or PTS according to the terms set forth below.
The CLIENT and PTS may amend this Schedule, by written agreement between the Parties, from time to
time during the Term and/or any renewal period.
lncentive Amount: TBD
Paid by: Client- City will pay for any incentives
Additional Terms:
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TIIE SCIENTIFiC APPROACH TO YÛUR SUCCESS
Schedule "D"
lnsurance Requirements for Professional Services
MINIMUM LIMITS OF INSURANCE
PROFESSIONAL SERVICES, or any party the PROFESSIONAL SERVICES subcontracts with,
shall maintain limits of liability of not less than those set forth below. However, insurance limits
available to CITY, its officers, officials, employees, agents and volunteers as additional insureds,
shall be the greater of the minimum limits specified herein or the full limit of any insurance
proceeds available to the named insured:
1. COMMERCIAL GENERAL LIABILITY:
(i) $1,000,000 per occurrence for bodily injury and property damage;(ii) $1,000,000 per occurrence for personal and advertising injury;(iii) $2,000,000 aggregate for products and completed operations; and,(iv) $2,000,000 general aggregate applying separately to the work performed
under the Agreement.
2. COMMERCIAL AUTOMOBILE LIABILITY:
$1,000,000 per accident for bodily injury and propefty damage.
WORKERS' COMPENSATION INSURANCE as required by the State of
California with statutory limits.
EMPLOYER'S LIABILITY:
(i) $1,000,000 each accident for bodily injury;(¡i) $1,000,000 disease each employee; and,(¡ii) $1,000,000 disease policy limit.
Professional Liabilitv (Errors and Omissions) lnsurance appropriate to the
PTS profession, with limits not less than:
$1,000,000 per claim/occurrence; and,
$2,000,000 policy aggregate.
UMBRELLA OR EXCESS INSURANCE
ln the event PROFESSIONAL SERVICES purchases an Umbrella or Excess insurance
policy(ies) to meet the "Minimum Limits of lnsurance," this insurance policy(ies) shall "follow
form; and afford no less coverage than the primary insurance policy(ies). ln addition, such
Umbrella or Excess insurance policy(ies) shall also apply on a primary and non-contributory
basis for the benefit of the CITY, its officers, officials, employees, agents and volunteers.
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TI-IE SCIENTIFIC APPROACH TO YOUR SUTCISS
DEDUCTIBLES AND SELF-INSURED RETENTIONS
PROFESSIONAL SERVICES shall be responsible for payment of any deductibles contained in
any insurance policy(ies) required herein and PROFESSIONAL SERVICES shall also be
responsible for payment of any self-insured retentions. Any deductibles or self-insured
retentions must be declared to on the Certificate of lnsurance, and approved by, the CITY'S
Risk Manager or his/her designee. At the option of the CITY'S Risk Manager or his/her
designee, either:
(i) The insurer shall reduce or eliminate such deductibles or self-insured
retentions as respects CITY, its officers, officials, employees, agents and
volunteers; or(ii) PROFESSIONAL SERVICES shall provide a financial guarantee,
satisfactory to CITY'S Risk Manager or his/her designee, guaranteeing
payment of losses and related investigations, claim administration and
defense expenses. At no time shall CITY be responsible for the payment
of any deductibles or self-insured retentions.
OTHER INSURANCE PROVISIONS/ENDORSEMENTS
are to contain, or be endorsed
to contain, the following provisions:
1. CITY, its officers, officials, employees, agents and volunteers are to be covered
as additional insureds. PROFESSIONAL SERVICES shall establish additional
insured status for the City and for all ongoing and completed operations by use of
ISO Form CG 20 10 1 I 85 or both CG 20 10 10 01 and CG 20 37 10 01 or by an
executed manuscript insurance company endorsement providing additional
insured status as broad as that contained in ISO Form CG 20 10 11 85.
2. The coverage shall contain no special limitations on the scope of protection
afforded to CITY, its officers, officials, employees, agents and volunteers. Any
available insurance proceeds in excess of the specified minimum limits and
coverage shall be available to the Additional lnsured.
3. For any claims relating to this Agreement, PROFESSIONAL SERVICES'
insurance coverage shall be primary insurance with respect to the CITY, its
officers, officials, employees, agents and volunteers. Any insurance or self-
insurance maintained by the CITY, its officers, officials, employees, agents and
volunteers shall be excess of PROFESSIONAL SERVICES' insurance and shall
not contribute with it. PROFESSIONAL SERVICES shall establish primary and
non-contributory status by using ISO Form CG2001 04 13 or by an executed
manuscript insurance company endorsement that provides primary and
non-contributory status as broad as that contained in ISO Form CG 20 01 04 13.
The Workers' Compensation insurance policv is to contain, or be endorsed to contain, the
tottowingrprwision: PROFESSIONAL SERVICES and its insurer shall waive any right of
subrogation against CITY, its officers, officials, employees, agents and volunteers.
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THE SCIENTIFIO APPROACH TO YOUR SUTCESS
lf the Professional Liabilitv insurance policv is written on a claims-made form:
1. The retroactive date must be shown, and must be before the effective date of the
Agreement or the commencement of work by PROFESSIONAL SERVICES.
2. lnsurance must be maintained and evidence of insurance must be provided for at
least five (5) years after completion of the Agreement work or termination of the
Agreement, whichever occurs first, or, in the alternative, the policy shall be
endorsed to provide not less than a five (5) year discovery period.
3. lf coverage is canceled or non-renewed, and not replaced with another claims-made
policy form with a retroactive date prior to the effective date of the Agreement or
the commencement of work by PROFESSIONAL SERVICES, PROFESSIONAL
SERVICES must purchase "extended reporting" coverage for a minimum of five
(5) years completion of the Agreement work or termination of the Agreement,
whichever occurs first.
4. A copy of the claims reporting requirements must be submitted to CITY for review.
5. These requirements shall survive expiration or termination of the Agreement.
All policies of insurance required herein shall be endorsed to provide that the coverage shall not
be cancelled, non-renewed, reduced in coverage or in limits except after thirty (30) calendar
days written notice by certified mail, return receipt requested, has been given to CITY.
PROFESSIONAL SERVICES is also responsible for providing written notice to the CITY under
the same terms and conditions. Upon issuance by the insurer, broker, or agent of a notice of
cancellation, non-renewal, or reduction in coverage or in limits, PROFESSIONAL SERVICES
shall furnish CITY with a new cedificate and applicable endorsements for such policy(ies). ln
the event any policy is due to expire during the work to be performed for CITY,
PROFESSIONAL SERVICES shall provide a new certificate, and applicable endorsements,
evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration
date of the expiring policy.
Should any of the required policies provide that the defense costs are paid within the Limits of
Liability, thereby reducing the available limits by any defense costs, then the requÌrement for the
Limits of Liability of these polices will be twice the above stated limits.
The fact that insurance is obtained by PROFESSIONAL SERVICES shall not be deemed to
release or diminish the liability of PROFESSIONAL SERVICES, including, without limitation,
liability under the indemnity provisions of this Agreement. The policy limits do not act as a
limitatlon upon the amount of indemnification to be provided by PROFESSIONAL SERVICES.
Approval or purchase of any insurance contracts or policies shall in no way relieve from liability
nor limit the liability of PROFESSIONAL SERVICES, its principals, officers, agents, employees,
persons under the supervision of PROFESSIONAL SERVICES, vendors, suppliers, invitees,
äonsultants, sub-consultants, subcontractors, or anyone employed directly or indirectly by any of
them.
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THE SCiENTIFIC APPROACI{ TO YTUR SUCCISS
SUBCONTRACTORS - lf PROFESSIONAL SERVICES should subcontract all or any portion of
the services to be performed under this Agreement, PROFESSIONAL SERVICES shall require
and verify that all subcontractors maintain insurance meeting all the requirements stated herein
and PROFESSIONAL SERVICES shall ensure that CITY, its officers, officials, employees,
agents and volunteers are additional insureds. The subcontractors'certificates and
endorsements shall be on file with PROFESSIONAL SERVICES and CITY prior to the
commencement of any work by the subcontractor.
VERIFICATION OF COVERAGE
PROFESSIONAL SERVICES shall furnish CITY with all cerlificate(s) and applicable
endorsements effecting coverage required hereunder. All certificates and applicable
endorsements are to be received and approved by the CITY'S Risk Manager or his/her
designee prior to CITY'S execution of the Agreement and before work commences. All non-lSO
endorsements amending policy coverage shall be executed by a licensed and authorized agent
or broker. Upon request of CITY, PROFESSIONAL SERVICES shall immediately furnish City
with a complete copy of any insurance policy required under this Agreement, including all
endorsements, with said copy certified by the undenryriter to be a true and correct copy of the
original policy. This requirement shall survive expiration or termination of this Agreement.
Speciol Risks or Circumstances
The City of Fresno reserves the right to modify these requirements, including limits, based on the nature
of the risk, prior experience, insurer, coverage, or other special circumstances,
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