HomeMy WebLinkAbout11 ENVIR INS REDHILL 10-07-02AGENDA REPORT
NO. 11
10-07-02
180-05 ~
MEETING DATE: OCTOBER 7, 2002 R = 7 ~
TO:
FROM:
SUBJECT:
WILLIAM A. HUSTON, CITY MANAGER
PUBLIC WORKS DEPARTMENT/ENGINEERING DIVISION
ENVIRONMENTAL INSURANCE FOR THE RED HILL AVENUE WIDENING
PROJECT AT THE I-5 FREEWAY (CIP No. 7133)
SUMMARY
City Council authorization is required to secure environmental insurance coverage for property to
be acquired on the southeast corner and southwest corner of the intersection of Red Hill Avenue
and El Camino Real (Wendy's and Starbucks, respectively). The City of Tustin is acquiring
property at both corners to construct the Red Hill Avenue Widening Project at the I-5 Freeway
(CIP No. 7133).
RECOMMENDATION
It is recommended that the City Council authorize staff to bind environmental insurance coverage
from ECS Insurance Company for property to be acquired on the southeast and southwest
corners of the intersection of Red Hill Avenue and El Camino Real, and to authorize a premium
payment in the amount of $84,046 (which includes taxes and fees), subject to City Attorney
approval of all carrier policy terms and conditions.
FISCAL IMPACT
The policy premium for environmental insurance coverage is $81,400 plus taxes and fees of
$2,646 for a total cost of $84,046. The cost of the insurance is funded from CIP No. 7133.
BACKGROUND
Construction of the Red Hill Avenue Widening Project at the I-5 Freeway is budgeted for
construction in FY 2002-03. The project limits are Red Hill Avenue between El Camino Real and
Nisson Road. This project requires right-of-way (ROW) from four parcels in the form of acquisition
and/or Temporary Construction Easements (TCE) as follows:
APN
500-142-04
500-021-02 & 04
432-042-05
432-401-08
Owner & Description
Makena (Starbucks)
Pankey Trust (Wendy's)
Mathis (Al's Woodcraft)
Chevron (Gas Station)
Type of ROW Required
Acquisition & TCE
Acquisition & TCE
Acquisition & TCE
TCE
During ROW negotiations for the Wendy's site, the property owner (Pa.nkey Trust) has requested
that certain language changes be made to the City's standard Purchase Agreement. The
changes are related to the indemnification language under the Environmental Compliance Section
of the Purchase Agreement. Since, the property owner is aware that all four corners of the
intersection of Red Hill Avenue and El Camino Real are existing or former gas stations, the
property owner does not want to indemnify the City for any hazardous materials
Environmental Insurance for the Red Hill Avenue Widening Project at the I-5 Freeway
October 7, 2002
Page 2
that may exist on his property either from the previous gas station or migration from the three
other corners. Currently, a Mobil gas station operates at the northeast corner, a Shell gas station
operates at the northwest corner, the Wendy's site was previously a Chevron gas station and the
Starbucks site was previously a Texaco gas station. The Starbucks site is presently owned by the
Makena Great American Red Hill Company, LLC (Makena) and the acquisition required for
construction of CIP No. 7133 has already been obtained from the owner.
Staff has researched records at the Orange County Health Care Agency (OCHCA) and the
available information shows that the OCHCA has active cases for hazardous materials releases
for the existing Mobil and Shell gas stations. These materials releases are several feet below
street grade level and should not affect construction of the City's widening project. The OCHCA is
actively monitoring the migration of material through the use of monitoring wells. The OCHCA
also investigated the Makena and Pankey properties and determined that each of the two sites
was free of contaminated materials and the case files for both properties were closed.
Copies of all OCHCA reports were forwarded to Complete Insurance, the broker that provided the
Environmental Insurance for MCAS-Tustin. Through their efforts City staff has been given an
estimate for Environmental Insurance for the Red Hill Avenue Widening Project from the same
insurance company providing the insurance for MCAS-Tustin, ECS Insurance Company.
Because of the active cases by the OCHCA involving the Mobil and Shell gas stations, the Pankey
Trust is unwilling to sign a Purchase Agreement without their suggested language modifications to
the Environmental Compliance section. The City Attorney has reviewed their suggested revisions
and has made a few minor modifications. Based on discussions with the City's ROW agent,
Cutler and Associates, the property owner will sign the Purchase Agreement as revised by the
City Attorney. However, the City Attorney has recommended that the City obtain environmental
insurance to protect the City against any risk.
The recommended insurance coverage is for the property to be acquired at the Wendy's and
Starbucks sites and will limit the City's exposure to any unknown environmental contamination
discovered during construction, thus allowing the project to proceed in a timely manner. The
insurance policy will also provide the same coverage if any unknown environmental contamination
is discovered after project completion but within the five year term of the policy. ECS Insurance
Company has insured numerous projects for environmental contamination and understands this
business as well or better than any other carrier and they have a lengthy history of performing at
an extremely high level for their clients (i.e. claim responses, etc.).
The policy is a 5-year policy that would provide $5,000,000 in coverage per occurrence and on the
aggregate. Coverage protects the City against third party liability claims including on-site and off-
site bodily injury and property damage; remediation expense from pollution conditions on, at or
under or emanating from the covered locations; legal defense expenses in connection with
remediation expenses, and contingent transportation expenses. There is a minimum $100,000
deductible/retention amount per policy.
Environmental Insurance for the Red Hill Avenue Widening Project at the I-5 Freeway
October 7, 2002
Page 3
Therefore, it is recommended that the City Council authorize staff to bind environmental insurance
coverage with ECS Insurance Company for the property to be acquired on the southeast and
southwest corners of the intersection of Red Hill Avenue and El Camino Real for the Red Hill
Avenue Widening Project at the I-5 Freeway.
Director of Public Works/City Engineer
Dana R. Kasda'n ' ~ ~ -
Engineering Services Manager
TDS:DRK:ccg:Enviro Ins for Red Hill widening proj.doc.
Attachments:
Location Map
Insurance Proposal
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I!1 13802-13850
(I-5) SANTA ANA FREEWAY
2002 - 2003 INSURANCE PROPOSAL
FOR
THE CITY OF TUSTIN
Presented By
Richard W. Hyland
~OMPLETE INSURANCE INC.
California DOI # 0437762
1500 Quail Street, Suite 410
Newport Beach, California 92660
www. completeinsurance.com
949.263.0606
September 16, 2002
About Complete Insurance Inc.
TABLE OF
CONTENTS
Section 1 Pollution and
Remediation Legal Liability
Premium Summary
~OMPLETE INSURANCE INCORPORATED
THE CITY OF TUSTIN
NAMED INSUREDS
The City of Tusfin
ADDITIONAL INSUREDS
If required by written contract
5~VOMPLETE INSURANCE INCORPORATED
PLEASE READ THISI
THIS IS A DISCLAIMER
The forms which follow are for illustration purposes only in order to assist clients in
purchasing insurance.
This proposal is intended to summarize the coverage, limits and deductibles offered by
insurers. It is not intended to nor does it alter or amend the policies which are proposed.
The policies are contracts which you as the purchaser must read.
YOUR OPERATIONS/SERVICES
The coverage outlined in the following proposal pages is based on and determined by the
information provided in the application(s) of insurance and on the classifications/operations as
shown in this proposal. In order to comply with policy conditions that could affect coverage
under the policies being quoted it will be necessary for you to notify our office if the operations
of your company change or you expand the services you provide. Failure to do so could result
in an uncovered claim.
OMPLETEINSURANCE INC.
GHLYPROFESSIONAL SERVICE WITH INTEGRITY
~OMPLETE INSURANCE INCORPORATED
WHAT THE INSURANCE BUSINESS
RELATIONSHIP ENTAILS
Role of Your Insurance Broker
As your insurance broker, Complete Insurance Inc. (CII) will become your representative
and advocate in the worldwide insurance marketplace. It is our responsibility to understand your
operations, suggest insurance coverage~ negotiate your insurance contracts and place your
insurance with the proper carriers. Additionally, CII assists in problem solving and will help you
in the event a claim arises.
In placing coverage, it is important to remember that insurance companies are profit-
making institutions and that their premiums are set to properly evaluate and underwrite risks.
While it is CII's responsibility to obtain insurance protection for you on favorable terms and
conditions, accurate information and realistic goals are essential to successfully placing proper
coverage.
Purpose of Insurance
The most important element of insurance selection is understanding what risks are being
insured. Thoroughly identifying exposures and selecting proper coverage enables companies to
avoid catastrophic loses and meet their financial goals. It is equally important to understand what
risks policies will not cover. CII recommends carefully reading policies and thoroughly reviewing
coverage with your CII broker.
In California, it is particularly important to protect individual and company assets from
claims and actions by others. CII strongly recommends that only quality insurers be used for
liability policies. Based on our experience, we also frequendy recommend excess or umbrella
policies to provide additional limits over primary liability coverage, and special policies to protect
corporate officers and directors.
Role of Your Insurance Carrier
Your insurance cartier enters into a contract with you to accept the risk of certain
specified losses within the terms and conditions of the insurance policy issued.
The following pages detail CII's insurance proposals for your business operations. Your
CII broker developed this proposal using the specifications you requested. Please carefully
review the proposal to con£m'n that the coverages are presented accurately. Because these
specifications may differ from those provided by other brokers, we suggest analysis of coverages
and not merely policy costs.
Should you have any questions, please call your broker at 949.263.0606.
~OMPLETE INSURANCE INCORPORATED
FOR YOUR COMPANY'S INSURANCE NEEDS:
COMPLETE INSURANCE INCORPORATED
' The importance of commercial insurance continues to rise as the risks of doing business
change and grow. Incorporated in 1972, CII is a highly professional brokerage firm with the
talent and depth of experience needed to meet the evolving challenges of business risk
management.
The broad array of insurers and insurance products through which financial losses can be
reduced or avoided is constantly changing. We understand the difficulty faced by business
owners and managers trying to stay abreast of these developments. We know that the maze of
coverage forms and legalese contained in nearly all insurance policies 'can be perplexing. That is
why we provide step-by-step services to quantify risks, simplify insurance rhetoric, and place
value-driven insurance programs designed especially for your business.
CII recognizes that risk management and insurance selection are fundamental to the
£mancial security and continued success of its clients. By providing professional risk management
and insurance services, CII enables client management teams to focus on other factors essential
to the growth and success of their businesses. CII is adept at working with companies that face
unique exposures and difficult contractual issues.
Our brokers and support staff play a important role in helping clients understand how
insurance coverage applies and when insurers must respond. Every member of our staff is
dedicated to maintaining the superior technical and market skills vital to success in the fast-
changing world of commercial insurance.
MEETING THE LIABILITY CHALLENGE
The liabilities assumed by employers and businesses in today's business world are
numerous and require thorough consideration. These liabilities involve claims arising from:
bodily injury, property damage, employment practices, activities as a corporate director or officer,
product performance, professional or contractual obligations, pollution, employee benefits and a
host of other exposures.
Business professionals must have confidence in the insurance derisions they make. Our
recommendations and service involve professional judgments as well as a defining relationship
that goes beyond the initial purchase and premium calculations. CII clients can be assured that
their insurance broker and carrier(s) will respond promptly and appropriately to a myriad of
issues throughout the policy year.
We are always mindful that our clients depend upon us for professional work- not
guesswork! The insurance relationship requires that we make good initial recommendations in
the placement of coverage and continue to act on behalf of our clients and insurers. Our
defining element is integrity ... our most valued asset is the trust our clients place in us.
~OMPLETE INSURANCE INCORPORATED
CII has earned a reputation among clients and insurers for meticulous attention to detail
and for providing accurate information to all parties involved. As professional brokers, we know
that insurance policies are legal contracts, which place obligations on both the purchaser and the
insurer. Insurance cannot be a guessing game when it is so crucial to the financial security of
those who purchase it.
Our standard is to furnish accurate, useful information and advice in every phase of our
services. To assure precision and reliability, we approach insurance problems in a step-by-step
manner that produces dependable results for our clients.
GROWING COMPANIES NEED COMPLETE INSURANCE
Growing companies need the insights and meticulous approach to insurance issues that
CII offers. Our brokers and staff- all characterized by keen attention to detail - are experienced
insurance professionals who know risk management and the insurance industry. We never lose
sight of the fact that the quality of our work can be crucial at the time of a loss.
We act quickly and derisively when needed. The challenge of insurance problems and
meeting the needs of our clients are not simply chores for which we draw paychecks. Finding
solutions for our clients is our passion - it's what makes our business interesting and
worthwhile!
With more than 1,400 clients, CII is recognized in the insurance industry as one of the
leading independent brokerage firms on the West Coast. We are licensed in 16 states and
routinely place insurance programs for clients with multiple state or worldwide operations. Many
of our client companies deal with particularly complex risk management obstacles, difficult
product exposures and large construction projects. The confidence these companies have in CII
demonstrates our capacity to successfully take on the most difficult insurance and risk issues.
Prior to quoting risks, CII welcomes the opportunity to discuss market capabilities and
target premiums with you. In doing so, we request assignment of markets preceding the
submission of insurance applications.
~'OMPLETE INSURANCE INCORPORATED
SPECIAL INSURANCE PROGRAMS
Although CII is known for its Ind~'duall. v Crafted Insurance Programs, the
company has special expertise in a number of business categories for which it offers special or
group insurance programs. In several of these business categories, CII's brokers have hands-on
experience actually working in the business or have developed expertise through special training
and knowledge. These categories include:
· Construction (general and specialty)
· Banking
· Technology companies (including Intemet Companies)
· Information and communication systems
· Intellectual property risks
· Architects, Engineers, and Surveyors
· Private schools and institutions
· Auto dealers, suppliers and repair
· Restaurant and hotel facilities
· Wholesale food distribution
· Crude oil production
· Oil products transportation and distribution
· Pipeline construction
· Environmental remediation activities
· Heavy manufacturing
· Furniture manufacturing and woodworking
· Logistics/Warehousing
· Extended Care facilities for the elderly
· Ambulance services
· Large property
The brokers and staff at Compkte Insurance start with the premise that they can meet the
needs of clients better than other insurance brokerage firms.
We look forward to working with you and your company!
~OMPLETE INSURANCE INCORPORATED
CLIENT SERVICES
As your Broker, Richard W. Hyland and CII represent The City of Tustin in the world
insurance markets. In this role, we will present your interests and coordinate with insurance
company underwriters, billing and accounting departments, claims departments and other
insurance professionals. Sherrill Barton, Account Administrator, will assist in all day-to-day
matters relating to the insurance coverage that has been placed.
To assure dependable results, our professional team approaches insurance problems in a
step-by-step system. For The City of Tusfin, we will:
1. Carefully review the nature of the financial risks and suggest the correct insurance
or other protections which may be required. Please be aware that even the best
insurance programs do not eliminate all of the risks.
2. Market your insurance aggressively among the more than eighty insurers with
which CII places insurance.
3. Provide formal written proposals which explain the alternatives proposed. These
presentations conf'mn underwriting information and show the basis for premium
determinations. CII prepares the most comprehensive proposals available among
insurance brokerage firms.
4. Review insurance contracts to assist in determining whether the proposed insurance
program meets the identifiable needs posed by the business risks.
5. Identify the CII staff members who will be servicing your policy needs. These
staff members are charged with providing professional and timely responses once
insurance is placed for our clients.
6. Schedule periodic stewardship visits with you in order to review changes and
spedal service needs.
7. KeeP you abreast of insurance issues through CII's highly informative newsletters,
Risk Manager and Finandal~ldvisor, and other special topical mailings.
Your broker, account administrator, and the talented team at CII tailor their services to
meet your specific needs. Many special services are offered, including:
Insurance Summaries
At your written request, CII will prepare summaries of your insurance policies
highlighting the coverage provided by the insurers. These are reference and discussion
documents only. It should be noted that the actual policies issued by insurers define the
coverage and set forth the terms, conditions and exclusions. Another goal of our service
plan is to assist clients by preparation of insurance information documents, such as
computerized vehicle fleet schedules or spedal accident reporting forms.
~ ~OMPLETE INSURANCE INCORPORATED
Certificates of Insurance
CII will prepare Certificates of Insurance on your behalf for all parties doing business
with the entities we have insured. Original certificates are mailed to the requesting
certificate holder within 24 'hours unless special provisions are required. Copies are
provided to you for reference. Lists of each clients certificate holders are available to
them upon request.
Contract Review
As an on-going service, CII will examine leases, contracts, covenants, conditions and
restrictions, reservations of easements, etc., as they relate to insurance events or liabilities
for clients. In doing so, we are providing advice with respect to insurance only. We are
unable to provide legal opinions or interpretations.
5~VOMPLETE INSURANCE INCORPORATED
GENERAL RESPONSE POLICIES:
WHY WRITTEN CONFIRMATIONS ARE ESSENTIAL
IN INSURANCE TRANSACTIONS
PLACING COVERAGE AND AMENDING POLICIES
To the extent possible, CII creates a written record of all communications regarding the
placement of coverage and amendments to insurance policies it places. Please do not attempt to
amend policies or provide policy change requests through the voice mail system. Only written
records protect our clients and protect the insurers with whom we place coverage. Therefore,
CII will request written confirmation of insurance program changes from our clients. If
you require additional copies of our reporting forms, please contact us.
Claims Response and Service
One of the most important services provided by an insurance broker is the response to
claims. We submit claims forms to insurers and assist our clients in completing reports. Please be
aware that certain claims must be submitted within reporting periods specified by the policy.
Contact us immediately if you or your employees are involved in an accident or receive a claim
by a third party. W/'orker's compensation claims must be reported directly to the insurer b_y the employer.
Once the initial report of a claim is received by the broker or account administrator, the
ongoing steps to closing a claim are managed by CII's Claims Department. If you require
information about a claim, please contact your account administrator. Written summaries of the
status of client claims are available through CII's computerized claims status system.
WE'RE ALWAYS AVAILABLE TO SERVE YOU!
Monday through Friday 8:30 a.m. to 5:00 p.m. (PST)
Phone (949) 263-0606
Main Fax (949) 263-0906
See the Service Team Page for specific e-mail and fax information
In case of emergency call the rapid response numbers provided by your broker
It's quick, it's easy, and it will make you feel better right away. Now clients of Complete
Insurance Inc. (CII) can receive prompt and reliable answers to a variety of legal questions simply by
calling our Legal Assistance Helpline. The Helpline is staffed during business hours Monday
through Friday by the friendly and competent attorneys at the law firm of Allie
& Schuster. We at CII view this complimentary service as one
more way to help you find the answers you need.
The attorneys at Allie & Schuster are prepared to help
you with:
·
[]
·
·
·
·
Concerns related to lease issues
Indemnity and hold harmless agreements
Claims issues including the obligation to defend
and indemnify
Workers' Compensation discrimination claims
Contract review
Construction defect claims/issues
General business law
Employment labor issues
Wrongful termination, discrimination and
harassment
CII's Legal Assistance Helpline will provide quick answers
to your basic questions on a complimentary basis. More complex issues may require in-depth study,
requiring that a fee be charged. Give our Helpline a try--and cure your legal headaches today.
Helpline hours are 8:30 am to 4:30 pm (PST)
Monday through Friday.
Be prepared to identify yourself as our client and give your company name when you call.
Use of this service is reserved exclusively for our clientele.
)MPIETE INSUR CE INC.
Professional Brokers of Commercial Insurance
Newport Beach, California · Phone 949.263.0606 · www. CompleteInsurance.com DOI#0437762
Now our clients can receive immediate, personalized counseling on
questions related to employment procedures and law just by calling
our new Human Resources Management Helpline.
The Helpline is staffed by a team of Human Resources experts (The
Human Resources Management Network) and is complimentary to our
clients. Counselors are prepared to help you with:
· Pre-employment practices
· Harassment
· Compensation and benefits
· Inspection of personnel files
· Pregnancy leave
· Regulation compliance
· Discipline and discharge
· Employee relations
· I-9 Forms
· Disability leave
In addition, you'll receive access to forms, postings and legal analyses by mail
or fax. You'll get professional advice on the implementation of HR
programs, policies, procedures, legal trends and management
practices. And to keep you updated, callers will
receive a newsletter containing current
technical and legal information.
Using the helpline is
simple--so give it a
try today!
Human Resources
Management Helpline
800.945.3812
Available to our clients only. Be prepared to identify yourself
as our client and give your company name when you call.
Then ask your toughest question/
OMPIETE INSURANCE INC. _
Professional Brokers of Commercial Insurance
1500 Quail Street · Newport Beach, CA 92660 ° 949.263.0606 www. Completelnsurance.com
~OMPLETE INSURANCE INCORPORATED
ACCOUNT SERVICE TEAM
Broker
Richard W. Hyland
Account Manager
Sherrill Barton
Claims Department
Ingrid Seiver
Employee Benefits Department
Suzanne Purnell
Gerry Magnaghi
Backup Assistance
Kristen Kang
Barbara Burns
Emergency Access
Richard Hyland
Voice: (949) 263-0606, ext. 16
Fax: (949) 809-2334
Email: RHyland~completeinsurance.com
Voice: (949) 263-0606, ext. 19
Fax: (949) 809-2342
Email: SBarron~completeinsurance.com
Voice: (949) 263-0606, ext. 54
Fax: (949) 809-2325
Email: ISeiver~completeinsurance.com
Voice: (949) 263-0606, ext. 52
Email: SPurnell~completeinsurance.com
Voice: (949) 263-0606, ext. 58
Email: GMagnaghi~completeinsurance.com
Voice: (949) 263-0606, ext. 21
Email: KKang~completeinsurance.com
Voice: (949) 263-0606, ext 33
Email: BBurns~completeinsurance.com
Home: (949) 551-1250
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(GHLYPROFESSIONAL SERVICE WITH INTEGRITY
~OMPLETE INSURANCE INCORPORATED
THE CITY OF TUSTIN
POLLUTION AND REMEDIATION LEGAL LIABILITY POLICY
CLAIMS MADE
INSURER:
BEST RATING:
POLICY TERM:
INDIAN HARBOR INSURANCE COMPANY
A+XV
TO BE DETERMINED
COVERAGE A- POLLUTION LEGAL LIABILITY (PLL) - THIRD PARTY LEGAL
LIABILITY CLAIMS INCLUDING ON - SITE AND OFF-SITE BODILY INJURY AND
PROPERTY DAMAGE.
COVERAGE B - REMEDIATION LEGAL LIABILITY - REMEDIATION EXPENSE FROM
POLLUTION CONDITIONS ON~ AT~ UNDER OR EMANATING FROM THE COVERED
LOCATIONS.
COVERAGE C - LEGAL DEFENSE EXPENSE - LEGAL DEFENSE EXPENSE ARISING
FROM ON-SITE AND OFF-SITE LOSS OR IN CONNECTION WITH REMEDIATION
EXPENSE.
COVERAGE D - CONTINGENT TRANSPORTATION - PAYS FOR LOSS OR
REMEDIATION EXPENSE AS A RESULT OF A CLAIM FROM POLLUTION CONDITIONS
ARISING FROM THE INSURED~S PRODUCT/WASTE DURING THE COURSE OF
TRANSPORTATION.
THE POLICY RESPONDS TO LOSS~ REMEDIATION EXPENSE OR LEGAL DEFENSE
EXPENSE IN EXCESS OF THE RETENTION AMOUNT.
This insurance proposal and/or coverage summary does not alter, extend or amend the policy or policies as issued.
The insurance is subject to actual policy conditions and exclusions.
~OMPLETE INSURANCE INCORPORATED
POLICY FORM:
POLLUTION AND REMEDIATION LEGAL LIABILITY
COVERED LOCATIONS:
1) PORTION OF PARCEL #13931 (MAKENA PROPERTY,
WHERE CONSTRUCTION IS CURRENTLY UNDERWAY
FOR A STARBUCKS COFFEE SHOP) AND
2) PORTION OF PARCEL #13922 (PANKEY PROPERTY,
WHERETHERE IS CURRENTLY A WENDY'S
RESTAURANT)
LIMITS OF LIABILITY: OPTION A) $5,000,000 PER OCCURRENCE AND $5,000,000 IN
THE AGGREGATE.
OPTION B) $ $10,000,000 PER OCCURRENCE AND $10,000,000
IN THE AGGREGATE
SELF INSURED RETENTION: $100,000 PER OCCURRENCE
POLICY TERM
OPTION- FIVE ($) YEARS
OPTION - TEN (10) YEARs
1. 2.
Limit of Liability - Each Loss, $5,000,000 $10,000,000
Remediation Expense or Legal Defense Expense
Limit of Liability- total All Losses Remediation
Expenses or Legal Defense Expenses
Retention $100,000/Occ $100,000/Occ
Policy Premium - 5 Years $81,400' $114,136'
Policy Premium - 10 Years $146,692' $205,686*
* Plus Applicable Taxes and Fees ~ 3.25%
PREMIUMS
This insurance proposal and/or coverage sunumry does not alter, extend or amend the policy or policies as issued.
The insurance is subject to actual policy conditions and exclusions.
~OMPLETE INsURANcE INCORPORATED
Premium Indication Notes:
· This indication is intended to be preliminary, subject to receipt of review of further
engineering data.
· This premium indication is based on the Pankey and Makena parcels being sold "as is".
· The property will not be acquired by the City of Tustin through "eminent domain" fight.
· An Easement agreement does not exist as respects the acquisition of these Covered
Locations.
· This coverage is based on the Wendy's Restaurant and Starbucks Coffee Shop not being
additional insureds.
· It is XL Environmental's understanding that there is no indemnification agreements between
current owners of Wendy's Restaurant and the Starbucks Coffee Shop and the prior gasoline
station retailers on these same sites, separate from the parcels noted above. Nor, is there, or
will there, be any indemnification between the Wendy's Restaurant and the Starbucks Coffee
Shop and the City of Tustin for purchase of these parcels of land for the Redhill Avenue
Road Widening Project.
· Coverage is intended to apply only to pollution conditions including on-site and off-site
remediation expense, third party on-site and off-site bodily injury and property damage.
· Coverage is not intended for known pollution conditions or remediation of fuel constituents
at the covered locations.
· CoVerage is not intended for pre-existing pollution conditions from the Wendy's
Restaurant, the Starbucks Coffee Shop, or its prior owners.
· Coverage does not include ongoing operations performed either by the Wendy's Restaurant,
the Starbucks Coffee Shop.
· Coverage is not intended to cover any pollution conditions arising from the operations
performed by the Contractors during the Construction Project, which shall include the
actual Redhill Avenue road widening.
· A retroactive date of policy inception will apply for this project.
· The final quotation will be valid for thirty (30) days at which time XL Environmental has the
right to re-evaluate the proposed program and premiums.
· A completed PARLL application would be needed prior to binding.
To develop a more formal quotation, XL Environmental would need the following
information:
· Signed Final Copy of the Purchase Agreement and Grant Deed executed by the Property
Owners(s) and the City of Tustin, or as feasible the Draft Purchase Agreement.
· Written documentation that there are no prior indemnification agreements between the
owners of the Wendy's Restaurant and the Starbucks Coffee Shop and the prior respective
retail gasoline station owners.
· Legal descriptions of Parcels comprising the Covered Locations.
· Final Indemnification Agreements related to the "southern parcels".
· Written documentation that the City of Tustin has not waived any of its subrogation rights
against any third parties.
· Documentaton that the City of Tustin has waived its rights of subrogation against the
owner of the Wendy's and Starbucks.
· Confirmation of the timeframe of the Construction Project.
SB
This insurance proposal and/or coverage summary does not alter, extend or amend the policy or policies as issued.
The insurance is subject to actual policy conditions and exclusions.
~OMPLETE INSURANCE INC.
(GHLYPROFESSIONAL SERVICE WITH INTEGRITY
~OMPLETE INSURANCE INCORPORATED
THE CITY OF TUSTIN
PREMIUM SUMMARY
Po~ufion and Reme&afion Legal habi~ Po~cy yive Ye~s) $81,400
$5,000,000 per occ~rence and $5,000,000 in ~e A~regate
Ad&fional Options DetMled in Proposal
Subtotals: $81,400
Taxes and Fees: $ 2,646
Total Prem~: $84,046
~VOMPLETE INSURANCE INCORPORATED
BESTt S RATING
CII attempts to avoid placing insurance with any insurance company of questionable
financial or managerial integrity. We use information obtained by the A.M. Best Company and
other sources to monitor the character of the various companies. The A.M. Best Company
evaluates insurance companies on the basis of general management and assigns one of nine
ratings:
A++ and A+ = Superior C and C- = Weak
A and A - Excellent D = Poor
B++ and B+ = Very Good E =
B and B- = Fair F =
C++ and C+ = Marginal S =
Under Regulatory Supervision
In Liquidation
Rating Suspended
Also considered by A.M. Best Company is the financial size of insurance companies to
which 15 categories are assigned:
(In Thousands of Dollars)
Class I Up to $1,000.
Class II 1,000. to 2,000.
Class III 2,000. to 5,000.
Class IV 5,000. to 10,000.
Class V 10,000. to 25,000.
Class VI 25,000. to 50,000.
Class VII 50,000. to 100,000.
Class VIII 100,000. to 250,000.
Class IX 250,000. to 500,000.
Class X 500,000. to 750,000.
Class XI 750,000. to 1,000,000.
Class XII 1,000,000. to 1,250,000.
Class XIII 1,250,000. to 1,500,000.
Class XIV 1,500,000. to 2,000,000.
Class XV 2,000,000. and above
The size category is based on reported policyholders surplus plus conditional or technical
reserve funds such as mandatory securities valuation reserve, other investment and operating
contingency funds and miscellaneous voluntary reserves reported as habilities. To make a clear
distinction between a company's Best's Rating and its Financial Size Category (FCS), the FCS is
represented by Roman numerals ranging from Class I (the smallest) to Class XV (the largest).
This insurance proposal and/or coverage summary does not alter, extend or amend the policy or policies as issued.
The insurance is subject to actual policy conditions and exclusions.