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PFM FINANCIAL ADVISORS, LLC (#2023532)
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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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COMMERCIAL GENERAL LIABILITY <br />a.We have used up the applicable limit of <br />insurance in the payment of judgments, <br />settlements or medical expenses; or <br />b.The conditions set forth above, or the <br />terms of the agreement described in <br />Paragraph f. above, are no longer met. <br />SECTION II — WHO IS AN INSURED <br />1.If you are designated in the Declarations as: <br />a.An individual, you and your spouse are <br />insureds, but only with respect to the <br />conduct of a business of which you are the <br />sole owner. <br />b.A partnership or joint venture, you are an <br />insured. Your members, your partners, <br />and their spouses are also insureds, but <br />only with respect to the conduct of your <br />business. <br />c.A limited liability company, you are an <br />insured. Your members are also insureds, <br />but only with respect to the conduct of <br />your business. Your managers are <br />insureds, but only with respect to their <br />duties as your managers. <br />d.An organization other than a partnership, <br />joint venture or limited liability company, <br />you are an insured. Your "executive <br />officers" and directors are insureds, but <br />only with respect to their duties as your <br />officers or directors. Your stockholders are <br />also insureds, but only with respect to their <br />liability as stockholders. <br />e.A trust, you are an insured. Your trustees <br />are also insureds, but only with respect to <br />their duties as trustees. <br />2.Each of the following is also an insured: <br />a. Your "volunteer workers" only while <br />performing duties related to the conduct of <br />your business, or your "employees", other <br />than either your "executive officers" (if you <br />are an organization other than a <br />partnership, joint venture or limited liability <br />company) or your managers (if you are a <br />limited liability company), but only for acts <br />within the scope of their employment by <br />you or while performing duties related to <br />the conduct of your business. However, <br />none of these "employees" or "volunteer <br />workers" are insureds for: <br />(1) "Bodily injury" or "personal injury": <br />(a) To you, to your partners or <br />members (if you are a partnership <br />or joint venture), to your members <br />(if you are a limited liability <br />company), to a co-"employee" <br />while in the course of his or her <br />employment or performing duties <br />related to the conduct of your <br />business, or to your other <br />"volunteer <br />Attachment Code: D681893 Master ID: 1529369, Certificate ID: 19861348 <br />Docusign Envelope ID: 458D6D02-0D6B-8C4E-8292-D706A4D93B4D
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