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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 <br />LIABILITY <br />venture or limited liability company that is not <br />shown as a Named Insured in the Declarations. <br />This paragraph does not apply to any such <br />partnership, joint venture or limited liability <br />company that otherwise qualifies as an insured <br />under Section II — Who Is An Insured. <br />SECTION III — LIMITS OF INSURANCE <br />1. The Limits of Insurance shown in the <br />Declarations and the rules below fix the most <br />we will pay regardless of the number of: <br />a.Insureds; <br />b.Claims made or "suits" brought; or <br />c.Persons or organizations making claims or <br />bringing "suits". <br />2.The General Aggregate Limit is the most we <br />will pay for the sum of: <br />a.Medical expenses under Coverage C; <br />b.Damages under Coverage A, except <br />damages because of "bodily injury' or <br />"property damage" included in the <br />"products-completed operations hazard"; <br />and <br />c.Damages under Coverage B. <br />3. The Products-Completed Operations Aggregate <br />Limit is the most we will pay under Coverage <br />A for damages because of "bodily injury' and <br />"property damage" included in the <br />"products-completed operations hazard". <br />4. Subject to Paragraph 2. above, the Personal <br />And Advertising Injury Limit is the most we will <br />pay under Coverage B for the sum of all <br />damages because of all "personal injury' and <br />"advertising injury' sustained by any one <br />person or organization. <br />5. Subject to Paragraph 2. or 3. above, whichever <br />applies, the Each Occurrence Limit is the most <br />we will pay for the sum of: <br />a.Damages under Coverage A; and <br />b.Medical expenses under Coverage C; <br />because of all "bodily injury' and "property <br />damage" arising out of any one "occurrence". <br />For the purposes of determining the applicable <br />Each Occurrence Limit, all related acts or <br />omissions committed in providing or failing to <br />provide first aid or "Good Samaritan services" <br />to any one person will be deemed to be one <br />"occurrence". <br />6. Subject to Paragraph 5. above, the Damage To <br />Premises Rented To You Limit is the most we <br />will pay under Coverage A for damages <br />because of "premises damage" to any one <br />premises. The Damage To Premises Rented <br />To You Limit will be: <br />a.The amount shown for the Damage To <br />Premises Rented To You Limit in the <br />Declarations of this Coverage Part; or <br />b.$300,000 if no amount is shown for the <br />Damage To Premises Rented To You <br />Limit in the Declarations of this Coverage <br />Part. <br />7. Subject to Paragraph 5. above, the Medical <br />Expense Limit is the most we will pay under <br />Coverage C for all medical expenses because <br />of "bodily injury' sustained by any one person. <br />The Limits of Insurance of this Coverage Part <br />apply separately to each consecutive annual <br />period and to any remaining period of less than 12 <br />months, starting with the beginning of the policy <br />period shown in the Declarations, unless the <br />policy period is extended after issuance for an <br />additional period of less than 12 months. In that <br />case, the additional period will be deemed part of <br />the last preceding period for purposes of <br />determining the Limits of Insurance. <br />SECTION IV — COMMERCIAL GENERAL <br />LIABILITY CONDITIONS <br />1.Bankruptcy <br />Bankruptcy or insolvency of the insured or of <br />the insured's estate will not relieve us of our <br />obligations under this Coverage Part. <br />2.Duties In The Event Of Occurrence, <br />Offense, Claim Or Suit <br />a. You must see to it that we are notified as <br />soon as practicable of an "occurrence" or <br />an offense which may result in a claim. To <br />the extent possible, notice should include: <br />(1)How, when and where the <br />"occurrence" or offense took place; <br />(2)The names and addresses of any <br />injured persons and witnesses; and <br />(3)The nature and location of any injury <br />or damage arising out of the <br />"occurrence" or offense. <br />b. If a claim is made or "suit" is brought <br />against any insured, you must: <br />(1)Immediately record the specifics of the <br />claim or "suit" and the date received; <br />and <br />(2)Notify us as soon as practicable. <br />You must see to it that we receive written <br />notice of the claim or "suit" as soon as <br />practicable. <br />c.You and any other involved insured must: <br />(1) Immediately send us copies of any <br />demands, notices, summonses or <br />legal papers received in connection <br />with the claim or "suit"; <br />Attachment Code: D681893 Master ID: 1529369, Certificate ID: 19861348 <br />Docusign Envelope ID: 458D6D02-0D6B-8C4E-8292-D706A4D93B4D
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