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PFM FINANCIAL ADVISORS, LLC (#2023532)
City of Pleasanton
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PFM FINANCIAL ADVISORS, LLC (#2023532)
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Last modified
7/2/2026 12:56:08 PM
Creation date
7/2/2026 12:52:48 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
PFM ADVISORS LLC
Contract Record Series
704-05
Munis Contract #
2023532
Contract Expiration
3/5/2028
NOTES
PUBLIC FINANCIAL MANAGEMENT, INC.
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assumed by the insured in the same "insured <br />contract"; <br />d.The allegations in the "suit" and the <br />information we know about the "occurrence" <br />or offense are such that no conflict appears to <br />exist between the interests of the insured and <br />the interests of the indemnitee; <br />e.The indemnitee and the insured ask us to <br />conduct and control the defense of that <br />indemnitee against such "suit" and agree that <br />we can assign the same counsel to defend the <br />insured and the indemnitee; and <br />f.The indemnitee: <br />(1) Agrees in writing to: <br />(a)Cooperate with us in the investigation, <br />settlement or defense of the "suit"; <br />(b)Immediately send us copies of any <br />demands, notices, summonses or <br />legal papers received in connection <br />with the "suit"; <br />(c)Notify any other insurer whose <br />coverage is available to the <br />indemnitee; and <br />(d)Cooperate with us with respect to <br />coordinating other applicable <br />insurance available to the indemnitee; <br />and <br />(2) Provides us with written authorization to: <br />(a)Obtain records and other information <br />related to the "suit"; and <br />(b)Conduct and control the defense of the <br />indemnitee in such "suit". <br />So long as the above conditions are met, <br />attorneys' fees incurred by us in the defense of <br />that indemnitee, necessary litigation expenses <br />incurred by us and necessary litigation expenses <br />incurred by the indemnitee at our request will be <br />paid as Supplementary Payments. <br />Notwithstanding the provisions of Paragraph <br />2.b.(2) of Section I —Coverages — Coverage A <br />— Bodily Injury And Property Damage Liability or <br />Paragraph 2.e. of Section I — Coverages — <br />Coverage B — Personal And Advertising Injury <br />Liability, such payments will not be deemed to be <br />damages for "bodily injury', "property damage" or <br />"personal injury", and will not reduce the limits of <br />insurance. <br />Our obligation to defend an insured's indemnitee <br />and to pay for attorneys' fees and necessary <br />litigation expenses as Supplementary Payments <br />ends when: <br />Page 10 of 21 © 2017 The Travelers Indemnity Company. All rights reserved.CG T1 00 02 19 <br />Includes copyrighted material of Insurance Services Office, Inc. with its permission. <br />Attachment Code: D681893 Master ID: 1529369, Certificate ID: 19861348 <br />Docusign Envelope ID: 458D6D02-0D6B-8C4E-8292-D706A4D93B4D
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