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HomeMy WebLinkAbout24F348 - Palm Springs Historical SocietyDate: November 25, 2024 CALIFORNIA WORKERS' COMPENSATION INSURANCE EAP POLICYHOLDER DIVIDEND STATEMENT 1930'S GENERAL STORE MUSEUM 3200 E TAHQUITZ CANYON WAY PALM SPRINGS, CA 92262 Pol Effective Date 05/24/2023 Policy # 1828505-23 Brokerage N/A Policy Term 05/24/2023 - 05/24/2024 RECEIVED UEC 0 2 2024 OFFICE OF THE CITY CLERK We recently announced the 2023 Policy Year EAP dividend of 10% that is calculated based upon the Estimated Annual Premium (EAP) for your policy. This dividend reflects the continuing significant progress we're making toward a more efficient and fairly priced State Fund. Our Board of Directors determined that there existed surplus in excess of that required to cover our liabilities, contingencies, and reserves for future operational needs (divisible surplus). Eligibility for a 2023 Policy Year EAP dividend requires that the policyholder shall meet all of the following criteria: Have a policy that took effect January 1, 2023 through December 31, 2023 YES 2023 policy has expired YES 2023 policy was final billed YES 2023 policy was paid in full within 90 days of final bill issuance NO 2023 policy was not cancelled for cause YES The eligibility requirements above are based on the Resolutions Declaring a Dividend for the 2023 Policy Year as approved by the State Compensation Insurance Fund Board of Directors. Based on the criteria above, you do not qualify for a dividend. We appreciate the opportunity to serve your workers' compensation insurance needs. Sincerely, State Compensation Insurance Fund 1 of 2 Date: November 25. 2024 CALIFORNIA WORKERS' COMPENSATION INSURANCE EAP POLICYHOLDER DIVIDEND STATEMENT *California Code of Regulations {Title 10 CCR 2503 (b)) Disclaimer statement: Under California Law it is unlawful for an insurer [us] to promise the future payment of dividends under an unexpired workers' compensation policy or to misrepresent the conditions for dividend payment. Dividends are payable only pursuant to conditions determined by the [our] Board of Directors or other governing board [of the Company] following policy expiration. Forfeiture of a right to, reduction in the amount of, or delay in the payment of a policyholder's dividend due to the policyholder's failure to accept renewal of the policy or subsequent policies issued by the same insurer is illegal and constitutes an unfair practice. The calculation is based on the Resolutions Declaring a Dividend as approved by the State Compensation Insurance Fund Board of Directors for policies whose term of coverage began during the period of January 1, 2023 to December 31, 2023. Losses, Loss Conversion Factor and Retention were not factors used in the calculation of this dividend; there is a single calculation of this dividend; the dividend calculation shall be performed 18 months from the inception date of the policy; there is no minimum Estimated Annual Premium threshold for dividend eligibility; and no minimum calculated dividend payment. Estimated Annual Premium (EAP) is that premium, based upon information supplied by the policyholder or their broker at the time of policy inception, which will be earned during the policy period. No dividend shall be paid on any premium owed or paid as a result of an audit. Surcharges or assessments were not included in the premium for dividend purposes. For any questions, please call (888) 782-8338. 2of2 CONTRACT ABSTRACT Contract/Amendment Name of Contract: Company Name: Company Contact: Email: Summary of Services: Contract Price: Contract Term: Public Integrity/ Business Disclosure Forms: Contract Administration Lead Department: Contract Administrator/ Ext: Contract Approvals Council/City Manager Approval Date: Agreement Number: Amendment Number: Contract Compliance Exhibits: Insurance: : Bonds: Business License: Sole Source Co-Op CoOp Agmt #:Sole Source Documents: CoOp Name: CoOp Pricing: By:Submitted on: Contract Abstract Form Rev Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Presidemt Tracy Conrad Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 CITY COUNCIL STAFF REPORT DATE: JULY 25, 2024 CONSENT CALENDAR SUBJECT: APPROVE AGREEMENT BETWEEN THE CITY OF PALM SPRINGS AND THE PALM SPRINGS HISTORICAL SOCIETY FOR DISBURSEMENT AND USE OF FUNDS TO OPERATE THE 1930’S GENERAL STORE MUSEUM FROM: Scott C. Stiles, City Manager BY: Department of Finance and Treasury SUMMARY: The 1930’s General Store Museum was originally assumed by the City in 2003 with a gift of the contents and cash ($75,000) for the City to conduct store operations. This donation was received from Jim Ruddy and family. The General Store is housed in a City owned and maintained building located within the Village Green and was shut down during the COVID-19 pandemic and has never reopened. The Palm Springs Historical Society has agreed to open and operate the store. RECOMMENDATION: 1. Approve Disbursement and Use of Funds Agreement (Attachment A) between the City of Palm Springs and the Palm Springs Historical Society to operate the 1930’s General Store Museum. BACKGROUND: The 1930’s General Store Museum was operable prior to the COVID-19 pandemic. The Store contained items that were typically sold in a general store in the 1930’s and was open Thursday-Sunday from 10:00 a.m. to 4:00 p.m. There was a $1 admission fee to tour the store and view the contents. Through the revenues generated and the donation of cash by the Ruddy family, there remains approximately $79,000 in a separate bank account maintained by the City. The General Store is a 501(c)(3) nonprofit corporation which was administered by a contracted independent third party who performed all of administrative work for $200 per month. The City is currently working with the City Attorney’s office, Best Best & Krieger LLP (BBK, Law) to dissolve the nonprofit corporation and transfer the operations to the Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 City Council Staff Report July 25, 2024-- Page 2 Disbursement and Use of Funds Agreement – Historical Society Palm Springs Historical Society. Also confirmed by BBK, the Historical Society is a 501 (c)(3) nonprofit public benefit corporation and operating the General Store would fall within the exempt purposes of the entity and they can receive funds that are restricted for a specific use. The agreement (Attachment A) restricts the funds to the operation of the General Store Museum. ALIGNMENT WITH STRATEGIC PLANNING: This action aligns with the Strategic Plan 2A – Improve City Facilities, prioritize deferred maintenance. The General Store Museum resides in a City owned and maintained facility in the Village Green that has been closed since the COVID-19 pandemic. FISCAL IMPACT: The agreement would send approximately $79,000 to the Palm Springs Historical Society to help with re-opening the store and its operations. REVIEWED BY: Department Director: Kristopher J. Mooney Assistant City Manager: Teresa Gallavan City Manager: Scott Stiles ATTACHMENTS: A. Disbursement and Use of Funds Agreement – Historical Society Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7 ATTACHMENT A Docusign Envelope ID: FEE475D2-23C2-4C33-ABFF-5DEBF3DA65A7