Loading...
HomeMy WebLinkAboutMIG (2)1 ptiQ�e ;,, ii WINCE NOT ON FILE A-2020-240 ®�G 2, 09K MAY NOT PROCEED CONSULTANT AGREEMENT CLERK OF COUNCIL CITY OF SANTA ANA p.pR�sr��ncs;l ;w ATE: CV vos)rhis AGREEMENT is made and entered into this Ist day of December, 2020 by and between the City of Santa Ana, California, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California, (hereinafter "CITY") and Moore Iacofano Goltsman Incorporated doing business as MIG (hereinafter "CONSULTANT"). RECITALS A. On August 6, 2020, the CITY released a Request for Proposal ("RFP") for preparation of the Parks, Recreations and Community Services Agency ("PRCSA") ten (10) year Master Plan. On August 31, 2020, the City released Addendum 1 for the RFP. B. The CITY received six (6) proposals, which were reviewed and evaluated by an evaluation committee. Consultant received the top score and PRCSA staff are recommending that the CITY award the Agreement for preparation of the PRCSA Master Plan to Consultant. C. The CITY desires to retain a consultant having special skill and knowledge in the field of preparing a Parks, Facilities and Open Space Master Plan. D. CONSULTANT represents that CONSULTANT is able and willing to provide such services to the CITY. E. In undertaking the performance of this Agreement, CONSULTANT represents that it is knowledgeable in its field and that any services performed by CONSULTANT under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terns and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES CONSULTANT shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference. The Scope of Services shall include a Schedule for the Delivery of Services, Exhibit B, attached hereto and incorporated by reference. 2. COMPENSATION CITY agrees to pay, and CONSULTANT agrees to accept as total payment for its services for CITY, the rates and charges identified in the Budget - Exhibit C, attached hereto and incorporated by reference. The total sum to be expended pursuant to this Agreement shall not exceed one hundred sixty thousand and six hundred dollars and no cents ($160,600:00) for the term of the Agreement, which includes a base cost of $133,834.00 and a contingency of twenty- six thousand seven hundred and sixty-six dollars and zero cents ($26,766.00) to be used at the City's sole discretion. Compensation shall be processed in accordance with Section 18. rev. 01/26/2017 Page I 3. TERM This Agreement shall commence on the date first written above and end on Dcs,- er 31, 2021 with the option for the CITY to grant up a six (6) month extension exercisable by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR CONSULTANT shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the CITY. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the CITY to exercise discretion or control over the professional manner in which CONSULTANT performs the services which are the subject matter of this Agreement; however, the services to be provided by CONSULTANT shall be provided in a manner consistent with all applicable standards and regulations governing such services. CONSULTANT shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for CITY to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by CONSULTANT under this Agreement ("Documents & Data"). CONSULTANT shall require all subcontractors to agree in writing that CITY is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. CONSULTANT represents and warrants that CONSULTANT has the legal right to license any and all Documents & Data. CONSULTANT makes no such representation and warranty in regard to Documents & Data, which were provided, to CONSULTANT by the CITY. CITY shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at CITY's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, CONSULTANT shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. CONSULTANT shall maintain commercial general liability insurance naming the CITY, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of CONSULTANT's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the CITY, its Page 2 officers, employees, agents, and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the CITY; and (c) contain standard separation of insured's provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, CONSULTANT, if CONSULTANT has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, CONSULTANT agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If CONSULTANT is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. C. The following requirements apply to the insurance to be provided by CONSULTANT pursuant to this section: i. CONSULTANT shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. ii. Certificates of insurance shall be furnished to the CITY upon execution of this Agreement and shall be approved by the CITY. iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the CITY. iv. CONSULTANT shall supply CITY with a fully executed additional insured endorsement. f If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the CITY with required proof that insurance has been procured and is in force and paid for, the CITY shall have the right, at the CITY's election, to forthwith terminate this Agreement. Such termination shall not affect CONSULTANT's right to be paid for its time and materials expended prior to notification of termination. CONSULTANT waives the right to receive compensation and agrees to indemnify the CITY for any work performed prior to approval of insurance by the CITY. INDEMNIFICATION To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless CITY, its officers, agents and employees (collectively, the "indemnified parties") from and against any and all claims (including, without limitation, claims for bodily injury, death or damage to property), demands, obligations, damages, actions, causes of action, suits, losses, judgments, fines, penalties, liabilities, costs and expenses (including, without limitation, attorney's fees, disbursements and court costs) of every kind and nature whatsoever (individually, a claim; collectively, "claims"), to any work performed or services provided under this Agreement arising out of, relating to or pertaining to the Page 3 negligence, recklessness or willful misconduct of CONSULTANT, its principals, officers, agents, employees, vendors, suppliers, contractors, subcontractors, anyone employed directly or indirectly by any of them or for whose acts they may be liable for any or all of them. Notwithstanding the foregoing, nothing herein shall be construed to require CONSULTANT to indemnify the indemnified parties from any claim arising from the sole negligence or willful misconduct of the indemnified parties. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by the CONSULTANT. 8. INTELLECTUAL PROPERTY INDEMNIFICATION CONSULTANT shall defend and indemnify the CITY, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by CONSULTANT to the CITY pursuant to this Agreement. 9. RECORDS CONSULTANT shall keep records and invoices in connection with the work to be performed under this Agreement. CONSULTANT shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the CITY for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to CONSULTANT under this Agreement. All such records and invoices shall be clearly identifiable. CONSULTANT shall allow a representative of the CITY to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. CONSULTANT shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of fmal payment to CONSULTANT under this Agreement. 10. CONFIDENTIALITY If CONSULTANT receives from the CITY information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, CONSULTANT agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the CONSULTANT disclosed in a publicly available source; (c) is in rightful possession of the CONSULTANT without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the CONSULTANT without reference to information disclosed by the CITY. 11. CONFLICT OF INTEREST CLAUSE CONSULTANT covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services. Page 4 12. DISCRIMINATION CONSULTANT shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, gender identity, gender expression, military or veteran's status, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. CONSULTANT affi nis that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the CITY and CONSULTANT, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the CITY and by an authorized representative of CONSULTANT. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate CONSULTANT or the CITY. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of CONSULTANT, CONSULTANT may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the CITY and any such assignment, transfer, delegation or subcontract without the CITY's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the CITY's ability to have any of the services, which are the subject to this Agreement performed by CITY personnel or by other consultants retained by CITY. 15. TERMINATION This Agreement may be terminated by the CITY upon thirty (30) days written notice of termination. In such event, CONSULTANT shall be entitled to receive and the CITY shall pay CONSULTANT compensation for all services performed by CONSULTANT prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require CONSULTANT to deliver to the CITY all work product(s) completed as of such date, and in such case such work product shall be the property of the CITY unless prohibited by law, and CONSULTANT consents to the CITY's use thereof for such purposes as the CITY deems appropriate. b. Payment need not be made for work, which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 5 16. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 17. PROFESSIONAL LICENSES CONSULTANT shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. CONSULTANT shall notify the CITY immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 18. PAYMENTS & INVOICES a. Payment by CITY shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to CITY accounting procedures. Payment need not be made for work, which fails to meet the standards of performance set forth in the Recitals, which may reasonably be expected by CITY. b. Invoices should be submitted on the 15th of each month and shall include the following information at a minimum: i. CONSULTANT's invoice number and CITY's agreement number ii. Beginning and ending dates for services 19. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify CITY fully, including reasonable costs and attorney's fees, for any injuries or damages to CITY in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 20. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or Page 6 certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To CITY: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702 Fax: (714) 647-6956 With courtesy copies to: Executive Director, PRCSA City of Santa Ana 20 Civic Center Plaza (M-23) P.O. Box 1988 Santa Ana, CA 92702 Fax: (714) 647- To CONSULTANT: Mr. Darnel Iacofano President and CEO Moore Iacofano Goltsman Incorporated dba MIG 800 Hearst Avenue Berkeley, CA 92108 Phone: (714) 682-3841 City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, CA 92702 Fax: (714) 647-6515 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or CITY holidays shall be excluded. Page 7 A-2020-240 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and year first above written. ATTEST: NO D• 'Clerk of the Council APPROVED AS TO FORM: SON IA R. CARVALHO City Attorney By: X., A Rq-'O� LAURA A. ROSSINI Acting Chief Assistant City Attorney RECOMMENDED FOR APPROVAL LISA RUDLOFF Executive Director Parks, Recreation & Community Services Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: M IG Page 8 EXHIBIT A SCOPE OF SERVICES EXHIBIT A: SCOPE OF WORK MIG proposes a four -phased planning project that corresponds to the tasks noted in the RFP: ➢ Phase 1:Inventory and Analyze ➢ Phase 2: Evaluate and Forecast ➢ Phase 3: Propose and Prioritize ➢ Phase 4: Plan and Adopt Phase 1: Inventory and Analyze 1.1 PROJECT KICKOFF VIDEOCONFERENCE MIG will meet with the City's Project Manager and Leadership Team in a one -hour videoconference to initiate the project and discuss the desired project outcomes, available background materials, communication protocols, engagement strategies, and schedule. MIG will host the call on Zoom and provide an agenda. 1.2 BACKGROUND INFORMATION REVIEW MIG will submit an information request letter and create a shared drive with links for City use in uploading relevant project information. Information includes but is not limited to GIS data, existing inventories, initiatives and programs, site master plans, relevant reports and documents, recreation participation data, capital projects lists, maintenance data and frequencies, and policy directions relevant to the Master Plan. MIG has allotted time to download data and take a cursory look at materials to know where to incorporate information into other tasks. 1.3 PROJECT BRANDING AND ENGAGEMENT STRATEGY MIG will prepare a public engagement and outreach strategy memo, identifying target audiences and key partners to engage in the Master Plan process, defining how public engagement techniques and notification strategies will be deployed, discussing bilingual meeting and translation needs, and clarifying roles and responsibilities. As part of this task, the MIG graphics team will develop one draft document banner (using City -provided photos) and a Word document template. MIG will revise these materials based on one round of consolidated comments. The final banner will give to give project materials a recognizable visual identity. 1.4 PARKS AND FACILITY INVENTORY AND GIS BASE MAP MIG will cross-check inventory data provided by the City against GIS parks data and park tour notes to create an Excel spreadsheet accounting of City park sites, park acreage and major recreation facilities. (Amenities such as tables, benches, trash receptacles, parking spaces, etc. are not counted.) Using GIS data provided by the City, we will produce one draft citywide base map (11" x17") showing existing City parks, open space, major recreation facilities, and trails in and Santa Ana on an overlay of information including City planning areas, water bodies, roadways, and schools. The draft inventory and base map will be revised into final form based on one round of consolidated comments from the City. 1.5 PARKS AND FACILITY TOUR MIG will spend four hours touring representative parks, recreation facilities, trails, and public spaces accompanied by City parks, recreation, and maintenance staff. The tour will provide an opportunity to discuss the strengths and challenges of the park system at representative sites and discuss issues such as operations, opportunities, planned partnerships, development or improvements, and maintenance. The City will schedule and coordinate the site tour, ensuring that staff are available to answer questions. Following the tour, MIG will refine and share MIG's Park Evaluation and Assessment Checklist for City staff to use in rating parks --as an efficient way to share staff knowledge of park condition issues and concerns, providing one consolidated set of data to MIG. MIG will facilitate a one -hour videoconference meeting with park development and maintenance staff to discuss their preliminary scores for park and facility condition, access, safety, and enhancement capacity. Following this meeting, one MIG staff will spend 4 days in the field visiting targeted City parks to cross-check staff ratings of Athletic Facilities, Outdoor Recreation Elements, Specialized Facilities, Park Support Amenities, and Landscaping. The final scores will be used to inform the Task 1.9 deliverable and subsequent recommendations. (Note: This task does not include an architectural evaluation of indoor facilities, buildings, or Zoo elements.) 1.6 STAKEHOLDER/DECISIONMAKER INTERVIEWS (8) One-on-one interviews will be held early in the planning process with key decisionmakers to identify opportunities and issues for the Master Plan to address. Up to eight 30-minute interviews will be held, potentially with City Council members, the City Manager, key business partners, and/or other decisionmakers that have substantial influence in Santa Ana. Participants will be determined in consultation with City staff. MIG will provide an interview tool, allow one day of time for back-to-back videoconference interviews, and summarize key themes (in a pdf) to provide direction for the planning process. The City will schedule interviews in time slots provided by MIG. 1.7 PROGRAMS, MAINTENANCE AND OPERATIONAL ANALYSIS, AND MEETING Building on park tour information, MIG will meet with the Park Services Division in a 1 to 1.5-hour videoconference to discuss the strengths, weaknesses, opportunities, and challenges associated with stewarding and maintaining City parks and facilities. MIG will use comments from this meeting, along with available City data, to summarize Operational Service Areas by category and assess Department operations and maintenance functions; evaluate maintenance and operations expenditures; and identify financial metrics such as gross and net cost per capita for providing services and cost per acre for park maintenance to compare to NRPA's Park Metrics to see where Santa Ana is above and below the norm. This analysis will be informed by the Services and Financial Sustainability Analysis. Key findings Key findings will be presented in summary memo, with City comments informing the Needs Assessment. 1.8 BOARD MEETING #1: ORIENTATION AND SWOT MIG will create a PowerPoint, attend, and facilitate a discussion in conjunction with an existing Board Meeting or videoconference to provide an overview of the planning process and discuss the strengths, weaknesses, opportunities, and challenges for the park system. 1.9 STATE OF SANTA ANA'S PARKS AND RECREATION SYSTEM MIG will summarize Phase 1 key findings in a short, attractive, graphic, easy -to -read brief, providing a status report on City parks, facilities, trails, programs, and services. The brief will identify and issues and opportunities that the Master Plan should address. MIG will provide a draft document (pdf or Word file), revising this into final form based on one round of consolidated City comments. 1.10 PROJECT MANAGEMENT AND ADMINISTRATION This task includes four Y2-hour biweekly progress and coordination videoconferences between MIG's Project Manager and the City's Project Team (or one -hour monthly meetings), schedule management and invoicing, project administration, communication, and coordination for Phase 1. PHASE 1 DELIVERABLES: ➢ Project Initiation Meeting Agenda ➢ Request for Information Letter ➢ Engagement Strategy Memo (5-8 pages) ➢ Draft and Final Document Banner (examples will be provided at the kickoff meeting) ➢ Draft and Final Base Map (1) and Inventory (1) (document sized) ➢ Refined Park Evaluation and Assessment Checklist ➢ Stakeholder/Decisionmaker Interview Questions and Summary (4-5 pages) ➢ Park Services Division Videoconference Agenda ➢ Programs, Maintenance and Operational Analysis Memo (5-8 pages) ➢ Board Meeting PowerPoint (10-15 slides; PPT and pdf) ➢ Draft and Final State of the Park and Recreation System Brief (10-20 pages, including graphics and appendices) Phase 2: Evaluate and Forecast 2.1 PUBLIC INFORMATION AND SOCIAL MEDIA MIG will produce short website text and one scalable digital/electronic graphic in each phase of the project for City staff to use in updating the project website, making social media posts, providing flyers and signage, and communicating project details and/or opportunities to be involved in the master planning process. MIG will draft material in each phase and provide the original files (Word and In Design) to the City for any revisions or modifications for ongoing use. 2.2 BILINGUAL PARK AND RECREATION QUESTIONNAIRE Building on outreach already conducted for the General Plan update, MIG will develop and program an online questionnaire that is tablet, computer, and smartphone-friendly. It will include 15-20 questions (10-12 minute questionnaire) customized to Santa Ana's project needs, addressing questions about parks, recreation facilities, trails, open space, programs and services, and potentially focusing on use, recreation preferences, desired benefits and service improvements, funding priorities and resident's willingness to pay for service and system enhancements. MIG will draft questions, revise them based on one set of consolidated comments from City staff, translate questions into Spanish, program the English and Spanish versions of the questionnaire online and provide a link and QR code to the City for web posting and distribution. MIG will host the questionnaire for a maximum or four (4) weeks, providing biweekly updates to City staff on numbers of respondents. At its completion, MIG will present one set of consolidated, tabulated results and a summary of key findings in English. City staff will be responsible for advertising the questionnaire and posting links on the website and social media. 2.3 POP-UP OR VIRTUAL OUTREACH ACTIVITY MIG will supplement the online questionnaire with a second activity or forum intended to identify specific needs and/or represent underserved groups. This activity may take one of several form to be determined in the kickoff meeting and engagement plan. Options include but are not limited to one of the following: one or two focus group videoconferences, a Spanish -focused workshop, one or two pop-up activities and materials, a paper version of the questionnaire, a youth online activity or survey for school outreach, a photo contest, or an activity packet and stipend for CEO outreach, recognizing that ethnic groups and underrepresented groups are more likely to respond to outreach requests made through their own social networks. MIG will recommend an approach using the budget allowance to design the activity, develop materials, translate materials into Spanish, and depending on the forum selected, host the activity in conjunction with City staff. City staff will provide support such as identifying a location, recruiting participants, posting links on the website and social media, etc. The task includes draft and final outreach materials, revised through one round of consolidated comments from City staff. MIG will tabulate data and summarize findings and themes, providing a pdf to the City. 2.4 COMMUNITY BRIEFINGS OR ADDITIONAL OUTREACH Santa Ana is a highly diverse community with many different interest groups with a stake in the City's parks and recreation opportunities. To ensure outreach represents these groups, this task includes an allowance to either 1) convene a community panel of CBOs, HOAs, non -profits, social organizations and clubs, community groups and associations, sports leagues, businesses, recreation interest groups, and other agencies; 2) meet with selected groups and provide project briefings at pre-existing community meetings (depending on COVID restrictions); or 3) create an ambassador packet of speaking points, questions, and data upload forms, providing a stipend to selected CBOs to gather data for this planning process. These techniques use existing networks and channels to collect information and can also help drive up responses to the online questionnaire if sequenced accordingly. MIG will identify options using the budget allowance to design the activity, develop materials, and depending on the forum selected, attend, or manage meetings. MIG will tabulate data and summarize findings and themes. 2.5 LOS, PARK ACCESS, AND GAP ANALYSIS Using publicly available data (Urban Footprint and TPL's ParkServe'" data) as well as MIG data and tools (Esri Tapestry Segmentation Data and ArcGIS Network Analyst'), MIG will build upon the recent General Plan analysis to evaluate park and facility service gaps for nearby park and recreation needs. Each gap area will be evaluated to identify "opportunities" to address service needs. Off-street trails, sidewalks, and the actual paths of travel will be considered, mapping solutions to providing more equitable parks and open space as the community develops. MIG will also calculate the City existing level of service to compare to NRPA's Park Metrics to show where Santa Ana is above or below the norm. One to three draft maps (pdfs) and findings will be incorporated into the Needs Assessment Summary Report. 2.6 RECREATION FACILITIES AND PROGRAMS ANALYSIS With 47 parks, two senior centers, a tennis center, five pools, two lakes, eight community centers, and the Santa Ana Zoo, facility operations and indoor/ outdoor sport, programs and activities are integral to the recreation opportunities provided in the City. MIG will evaluate recreation facility needs, including programs and services, to identify projected needs and service gaps. It will incorporate existing participation data (where available) in comparison to recreation trends to document evolving needs. Findings will be incorporated into the Needs Assessment Summary Report. 2.7 NEEDS ASSESSMENT SUMMARY REPORT MIG will create an attractive summary report of Phase 1 and Phase 2 findings. The Needs Assessment Summary Report will summarize existing service levels and identify needs, as well as opportunities and issues to be addressed in the Master Plan given the City's unique demographics, character, and sense of place. The report will identify proposed standards and service levels, along with the implications of these metrics for park land, facilities, programs for discussion with staff, the Board and City Council. MIG will provide a draft Summary Report and revise this based on one round of consolidated comments from City staff. 2.8 BOARD MEETING #2: ISSUES, OPPORTUNITIES, AND NEEDS MIG will create a PowerPoint, attend, and facilitate a discussion at an existing Board Meeting or videoconference on project outreach and technical findings and their implications for future projects and services. This includes an overview of cross -cutting themes from engagement activities, park and recreation needs, and proposed level of service standards for the future. This task assumes a 2-hour meeting. 2.9 COUNCIL MEETING #1: ISSUES, OPPORTUNITIES, AND NEEDS MIG will refine the Board Meeting PowerPoint, attend, and facilitate a discussion at an existing Council Meeting, Work Session or videoconference on project outreach and technical findings and their implications for future projects and services. This includes an overview of cross -cutting themes from engagement activities, park and recreation needs, and proposed level of service standards for the future. This task assumes a 2-hour meeting. 2.10 PROJECT MANAGEMENT AND ADMINISTRATION This task includes four Y2-hour biweekly progress and coordination videoconferences between MIG's Project Manager and the City's Project Manager or Leadership Team (or one -hour monthly meetings), schedule management and invoicing, project administration, communication, and coordination for Phase 2. PHASE 2 DELIVERABLES: ➢ Website text (1 page; Word format) ➢ Scalable outreach graphic (4 graphics; pdf plus original file) ➢ Draft and Final Questionnaire Questions, Spanish Translation, Online Form, Link, Summary Report (10-15 page summary plus list of open-ended responses) ➢ Pop-Up/Virtual Outreach Materials (draft and final within budgeted allowance) and Summary (4-5 pages) ➢ Park Access Analysis Maps (1-3 maps; pdfs) ➢ Draft and Final Needs Assessment Summary Report (20-30 pages, including graphics and maps) ➢ Board PowerPoint (15-30 slides; PPT and pdf) ➢ Council PowerPoint (15-30 slides; PPT and pdf) Phase 3: Propose and Prioritize 3.1 SYSTEMWIDE POLICIES AND OPERATIONS RECOMMENDATIONS MIG will prepare policy recommendations applicable to the park and recreation system, defining goals, objectives, and policies that will help the PRCSA manage resources, steward assets, collaborate with partners, and achieve cost efficiencies. These policies will address level of service standards and operational considerations, such as maintenance and programming. MIG will define recommendations for City review. Comments will be incorporated into the Administrative Draft Master Plan. 3.2 SITE -SPECIFIC RECOMMENDATIONS AND MAP MIG will develop recommendations for existing and proposed parks, trails, and open space areas. Site recommendations will address new acquisitions, development, renovations, improvements, added elements, and event potential partner projects. Site recommendations will be defined in a matrix format and spatially depicted on the 11" x17" base map to illustrate the mapped locations of projects or programmatic changes. MIG will draft the recommendations and map for City review. Comments will be incorporated into the CIP and Administrative Draft Master Plan. 3.3 CIP / CAPITAL AND OPERATIONS COST MODEL MIG will create a capital projects list and cost model (Excel spreadsheet) to summarize a 10-year CIP. This includes identifying the planning -level costs for recommended capital projects, along with facility lifecycle replacement costs and maintenance costs for each project. The model will incorporate regionally -based park improvement cost data based on MIG's extensive experience in managing park construction projects locally (capital costs, rehabilitation/renovation costs, capital replacement costs, and operations costs). Instead of a static snapshot in time, this model will be designed to serve as a tool that can be adapted for inflation for subsequent staff use in annual capital improvement planning and budgeting. MIG will provide a draft cost model and revise it based on one round of edits from City staff. 3.4 COMMUNITY PRIORITIZATION CHALLENGE MIG will develop a prioritization exercise —to be deployed either digitally/online or in a workshop format —inviting residents, stakeholders, and participating Board Members to make hypothetical investment choices in various park projects, maintenance, programming and events, and different types of improvements. The data collected will help identify the right investment level and right mix of projects, programs, and services to provide in the future. MIG will facilitate the activity in English and Spanish, and following the activity, summarize key findings in a short memo. 3.5 PROJECT MANAGEMENT AND ADMINISTRATION This task includes five %-hour progress and coordination videoconferences between MIG's Project Manager and the City's Project Manager or Leadership Team, schedule management and invoicing, project administration, communication, and coordination for Phase 3. PHASE 3 DELIVERABLES: ➢ Systemwide Policy Recommendations (8-10 pages) ➢ Site Specific Recommendations (average of 3-8 major strategies per site) ➢ Proposed Park and Recreation System Map (1 document map; pdf) ➢ Draft/Final Capital Project List and Capital and Operations Cost Model (1 spreadsheet; Excel, pdf) ➢ Community Prioritization Challenge Activity (English/Spanish) and Summary (2-5 pages) Phase 4: Plan and Adopt 4.1 FUNDING AND IMPLEMENTATION PLAN Incorporating the guidance from Task 3.4, MIG will create a phased funding and implementation plan identifying short, medium, and long-term projects based on the City's funding capacity for implementation. The Implementation Plan will be accompanied by financing and funding strategies, also considering the community's ability and willingness to pay for added projects and services. The Implementation Plan will be summarized for City review. City comments will be incorporated into the Administrative Draft Master Plan. 4.2 ADMINISTRATIVE DRAFT MASTER PLAN MIG will create a full draft Master Plan, formatted as an attractive, easy -to -read document for review. The plan will be illustrated with graphics, maps, and photos so that City staff may use it as a communication's tool to build community support for implementation. Prior to developing the Master Plan, MIG will create an outline for City review and buy -in on plan content. MIG will then draft the document, providing an electronic file (PDF) and comments log (Excel) to the City for internal review. Note: MIG will add the Executive Summary to the Draft Plan, after City comments on the Administrative Draft have been received). 4.3. DRAFT MASTER PLAN Using one set of City consolidated comments, MIG will revise the Master Plan and add an Executive Summary. MIG will provide a web -ready pdf of the revised document to the City for posting and distribution. 4.4 BOARD MEETING #3: PLAN REVIEW MIG will create a PowerPoint, attend, and present the Draft Plan at an existing Board Meeting or videoconference. This meeting may be held as a special meeting and potentially include a Board recommendation to Council for Master Plan adoption. This task assumes a 2-hour meeting. 4.5 CITY COUNCIL MEETING #2: PLAN REVIEW MIG will update the Board PowerPoint (Task 4.4) to include Board member feedback and present the Draft Plan at a City Council work session, regular meeting or videoconference for review, discussion, and potential adoption. This task assumes a 2-hour meeting. 4.6 FINAL MASTER PLAN Based on one set of consolidated comments provided by the City, MIG will finalize the Master Plan, providing a web -ready pdf and all original files to the City. 4.7 ALLOWANCE FOR PRINTED COPY OF DRAFT AND FINAL PLANS MIG will create a print -ready electronic version of the draft and final master plan, along with one (1) full - color, bound version of each, mailing these to City staff approximately one week after these plans are completed. 4.8 PROJECT MANAGEMENT AND CLOSE-OUT This task includes five Yz-hour monthly progress and coordination videoconferences between MIG's Project Manager and the City's Project Manager or Leadership Team, schedule management and invoicing, project administration, communication, and coordination for Phase 4, as well as the transmittal of all plan deliverables and GIS data to the City. PHASE 4 DELIVERABLES: ➢ Funding and Implementation Plan (8-10 pages) ➢ Master Plan Outline (1-2 pages) ➢ Administrative Draft Master Plan (80-150 pages, including graphics, maps, and appendices) ➢ Draft Master Plan with Executive Summary (80-150 pages, including graphics, maps, and appendices) ➢ Board Meeting PowerPoint (15-30 slides; PPT and pdf) ➢ Council PowerPoint (15-30 slides; PPT and pdf) ➢ Final Master Plan (80-150 pages, including graphics, maps, and appendices) ➢ One Printed and Bound Color Copy of the Draft Plan and Final Plans ➢ Transmittal of final documents and GIS data Scope Assumptions The scope described on the previous pages is based on several assumptions consistent with the RFP. The first kickoff meeting will provide an opportunity to refine the project approach within the contracted budget. Scope assumptions include: ➢ The project management budget assumes a 11.5-month project. It includes one or two hours per month for calls and coordination meetings between MIG and the City's Project Manager or Project Leadership Team as noted in each phase. ➢ Due to COVID-19, the initial project kickoff meeting and all progress meetings with the City's Project Manager or Project Leadership Team have been scoped as videoconferences. MIG will provide a bulleted agenda via email and digital/electronic files three (days) before these meetings, unless agreed otherwise in communication with the City's Project Manager. These are intended as work sessions and do not include meeting summaries. ➢ The City will provide consolidated documents and GIS data as noted in the RFP and based on MIG's request for information, using MIG's Egnyte portal and links for the transmission of materials. ➢ Board and Council Meetings are budgeted as 2-hour, in -person meetings attended by one MIG staff. This may require that Master Plan updates be placed early on the agenda. The City will be responsible for coordinating and scheduling these meetings, creating agendas and staff reports, and taking notes or recording the meetings. MIG will provide content and attend the meeting. ➢ The City will arrange, advertise, promote, host, recruit participants, schedule, and identify locations for other in -person or videoconference public meetings, stakeholder interviews, and outreach activities. MIG will attend, facilitate, take notes, and summarize meeting findings. ➢ The City will be responsible for all website updates, posts to social media, press releases, communications and promotion of the online questionnaire and public meetings. ➢ The City will log and track any public comments received relating to the Master Plan process. ➢ MIG will provide digital/electronic files (pdfs) of all project briefs, master plans, and PowerPoint presentations. The City will be responsible for web posting, printing, and distributing copies of documents. ➢ Project briefs and outreach summaries will be formatted as attractive documents suitable for public review. All other documents are anticipated to be internal analysis deliverables/discussion papers for City staff review, with any City edits incorporated into later deliverables. ➢ Drafts and final documents will be provided where noted in the scope. If not specified, it is presumed that any edits will be incorporated into subsequent tasks. MIG is happy to provide additional rounds of revisions as added tasks defined in change orders. ➢ For each round of revisions, City staff will provide a single, consolidated set of comments in track changes for Word files, pdf comments, or in a comments log for all other documents where requested. MIG will revise materials where noted in the scope based on one round of consolidated written edits. ➢ City staff will be responsible for project management throughout the process, including coordinating with MIG's Project Manager; providing relevant reports and documentation to MIG; reviewing documents and facilitating meetings as noted previously, providing regular staff updates to City Council, the City Manager's office, the Board and other relevant committees and commissions separate from scheduled project meetings. ➢ If the City places the project on hold, or if the City's Director or Project Manager changes during the course of the project and necessitates more than an hour of MIG staff time to reinitiate the project, this will be considered extra services. Similarly, if the MIG Project Manager changes during the project, MIG will provide a thorough briefing and update, limiting additional time required by the client to reinitiate the project to one hour. ➢ Any changes to this scope will be requested via MIG's change -order form to be signed by both Project Managers. These typically will be provided in advance of the added activity, unless MIG is responding to a request made by City staff to deviate from scoped expectations in the moment. An example is a City request to continue a meeting where discussion has run longer than anticipated at the time of scoping. Scope Exclusions The RFP had some elements noted for which MIG did not include in the scope or budget. These are noted below. ➢ The consultant and the CITY's Project Manager (PM) shall hold progress meetings as often as necessary, but in no case less than once per month (teleconferencing/zoom meetings is acceptable) until the final plan is approved by the City Council for the purpose of progress reporting (RFP Item 4A). [Italics added for emphasis.] MIG note: The numbers of meetings and duration of the project are identified in the scope. The meetings and timeframe are not unlimited. ➢ At least one (1) hardcopy of all completed or partially completed reports, studies, forecasts, maps, or plans for the Project Manager Progress Meetings (RFP Item 4B). MIG note: Hard copies were excluded because these progress meetings are anticipated to be videoconferences. Electronic files will be provided. Exhibit B PROJECT SCHEDULE N O N c��'ca _ FauiE m°G ? cG N , N7ilIN-"- a EXHIBIT C COMPENSATION Fee Proposal including hourly rates U GIXIX»'up Rnx»- tt sa»S» q$ w $ # # # R AtOX $ $ $ $ $ » $ $ » » R $ » » $ » $ $ § R » $ $ » o $ » O 8 IX IX $ S3 A IX g A gg m m IX r m g m g M $ I R ry P E m � e E E o o n O E cr _- = UL 8 �L 1®®111110- F' ®0000MIN Digitally signed by Francine R. Francine R. ViIlareaI Villareal Date'. 2020.12L7143069-08'00' All CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIVYYY) 11/18/2020 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Dealey, Renton & Associates P. O. Box 12675 CA 94604-2675 CONTACT NAME: Jo Lusk PHONE FAX AIc No Each, 510-465-3090 AIc Nog: 510-452-2193 E-MOakland ADDRESS: certificates@dealeyrenton.com INSURER(S) AFFORDING COVERAGE NAIC# INSURER A: Berkley Insurance Company 32603 License#: 0020739 INSURED MIGINCO-01 MIG,Inc. 800 Hearst Ave INSURER B: Travelers Property Casualty Company of America 25674 INSURER C: The Travelers Indemnity Company of Connecticut 25682 INSURER D Berkeley CA 94710 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 1097169400 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR OF INSURANCE ADDLSUBRTYPE INSD WID POLICYNUMBER MMIDDPOLICY IYYYY MMIDDIIYYYY LIMITS B X COMMERCIAL GENERAL LIABILITY V y 68011-1899998 8/31/2020 8/31/2021 EACH OCCURRENCE $1,000,000 CL41M8-M4DE 1XI OCCUR DAMAGE PREMISES Ea ccu orD grai $1,000,000 X MED EXP (Any y one person) $10,000 Contractual Liab Included PERSONAL& ADV INJURY $1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY�PET �LOC PRODUCTS-COMP/OP AGO $2,000,000 $ OTHER: C AUTOMOBILE LIABILITY F, y BA61<931299 8/31/2020 8/31/2021 COMBINEDSINGLE LIMIT Ea accident $1,000,000 X BODI LV I NJURY(Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODI LY I NJURV(Per accident) $ X HIRED N NON -OWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE Per accident $ B X UMBRELLALIAB OCCUR F, y CUPOH758762 8/31/2020 8/31/2021 EACH OCCURRENCE $10,000,000 AGGREGATE $10,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION $n $ B WORKERS COMPENSATION AND EMPLOYERS'LIABILITY YIN V UB21553909 8/31/2020 8/31/2021 X ER STATUTE ERH ANVPROPRIETOR/PARTNER/EXECUTIVE EL EACH ACCIDENT $1,000,000 OFFICER/MEMBEREXCLUDED? NIA E. L. DISEASE - EA EMPLOYEE $1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below I E.L. DISEASE -POLICY LIMIT $1,000,000 A Professional Liability AEC903908702 8/31/2020 8/31/2021 Each Clainn $3,000,000 Annual Aggregate $5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additi anal Remarks Sell e, may be attached if more space is result red) Umbrella Liability policy is a follow -form underlying General Liability/Auto Liability/Employers Liability. RE: Santa Ana Parks, Facilities, Trails and Open Space Master Plan City of Santa Ana, Risk Management, it's officers, employees, agents, representatives, and volunteers are named as additional insureds as respects general and auto liability as required per written contract or agreement. General and Auto Liability are Primary/Non-Contributory per policy form wording. CERTIFICATE HOLDER CANCELLATION 30 Days Notice of Cancellation City of Santa Ana, CA Attn: Silvia Cuevas, Management Analyst 20 Civic Center Plaza, Room 429 Santa Ana CA 92701 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. ADTHD REPRESENTATIVE © 1988-2015 ACORD C ACORD 25 (2016/03) The. ACORD name and logo are registered marks of ACORD RISIt T1918.ge nent Diuisinn (REVIEWED &{APPRO�V�m By., o_lllil _11-1PJ-z' rb6HlM�e ram. VaRRE/t¢bl. ® Risk Management Analyst COMMERCIAL GENERAL LIABILITY POLICY NUMBER 6801 H899998 ISSUED DATE: 11/18/2020 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury' or "advertising injury" offense is committed. Location of Covered Operations: Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury', "property damage", "personal injury" or "advertising injury' caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) desig- nated above. B. With respect to the insurance afforded to these additional insureds, the following additional exclu- sions apply: This insurance does not apply to "bodily injury" or "property damage" occurring, or "personal injury" or "advertising injury" arising out of an offense committed, after: 1. All work, including materials, parts or equip- ment furnished in connection with such work, on the project (other than service, mainte- nance or repairs) to be performed by or on behalf of the additional insured(s) at the loca- tion of the covered operations has been com- pleted; or 2. That portion of "your work" out of which the injury or damage arises has been put to its in- tended use by any person or organization other than another contractor or subcontrac- tor engaged in performing operations for a principal as a part of the same project. CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights res Includes copyrighted material of Insurance Services Office, Inc. with its p Rime Management DMsian REVIEWED&APPRDVEDBy., '� Risk Management Analyst POLICY NUMBER: 6801 H899998 COMMERCIAL GENERAL LIABILITY ISSUED DATE: 11/18/2020 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for "bodily injury" or "property damage" included in the "products - completed operations hazard", provided that such contract was signed and executed by you before, and is in effect when, the bodily injury or property damage occurs. Location And Description Of Completed Operations Any project to which an applicable contract described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or or- ganization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property dam- age" caused, in whole or in part, by "your work" at the location designated and described in the schedule of this endorsement performed for that additional in- sured and included in the "products -completed opera- tions hazard". CG 20 37 07 04 © ISO Properties, Inc., 2004 Rime Mattagmient DMsion REVIEWED&APPRDVEDBy., '� Risk Management Analyst COMMERCIAL GENERAL LIABILITY COVERAGE NAMED INSURED: MIG, Inc. POLICY NUMBER: 6801 H899998 0 QQ III IIQ01FilW9011;I:LCr]*M-Y&TITINIII aIII ;101[Ke]01kIII :L'C$0]:L'CC]N;I =IIJiI=I01r111 This is a summary of the coverages provided under the following forms (complete forms available): Excerpt from COMMERCIAL GENERAL LIABILITY COVERAGE (FORM #CG T1 00 02 19) SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS 4. OTHER INSURANCE - d. PRIMARY AND NON-CONTRIBUTORY INSURANCE IF REQUIRED BY WRITTEN CONTRACT: If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this Coverage Part must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: (1) The "bodily injury" or "property damage" for which coverage is sought occurs; and (2) The "personal and advertising injury" for which coverage is sought is caused by an offense that is committed, subsequent to the signing of that contract or agreement by you. Excerpt from XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS AND SURVEYORS (FORM #CG D3 79 02 19) PROVISION M. - BLANKET WAIVER OF SUBROGATION -WHEN REQUIRED BY WRITTEN CONTRACT OR AGREEMENT: If the insured has agreed in a written contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed, subsequent to the signing of that contract or agreement. Rime Mattagmient DMsion REVIEWED&APPRDVEDBY: '� Risk Management Analyst COMMERCIAL AUTO POLICY NUMBER: BA6K931299 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED FOR COVERED AUTOS LIABILITY COVERAGE This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modi- fied by this endorsement. This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter coverage pro- vided in the Coverage Form. SCHEDULE Name Of Person(s) Or Organization(s): ANY PERSON OR ORGANIZATION THAT YOU ARE REQUIRED TO INCLUDE AS ADDITIONAL INSURED ON THE COVERAGE FORM IN A WRITTEN CONTRACT OR AGREEMENT THAT IS SIGNED AND EXECUTED BY YOU BEFORE THE BODILY INJURY OR PROPERTY DAMAGE OCCURS AND THAT IS IN EFFECT DURING THE POLICY PERIOD. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Each person or organization shown in the Schedule is an "insured" for Covered Autos Liability Coverage, but only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provi- sion contained in Paragraph A.1. of Section II — Cov- ered Autos Liability Coverage in the Business Auto and Motor Carrier Coverage Forms and Paragraph D.2. of Section I — Covered Autos Coverages of the Auto Dealers Coverage Form. CA 20 48 10 13 O Insurance Services Office, Inc., 2011 Rime Mattagmient DMsion REVIEWED&APPROVED By: '� Risk Management Analyst COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM PROVISIONS 1. The following is added to Paragraph A.1.c., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: This includes any person or organization who you are required under a written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to name as an additional insured for Covered Autos Liability Coverage, but only for damages to which this insurance applies and only to the extent of that person's or organization's liability for the conduct of another "insured". 2. The following is added to Paragraph B.5., Other Insurance of SECTION IV — BUSINESS AUTO CONDITIONS: Regardless of the provisions of paragraph a. and paragraph d. of this part 5. Other Insurance, this insurance is primary to and non-contributory with applicable other insurance under which an additional insured person or organization is the first named insured when the written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, requires this insurance to be primary and non-contributory. CA T4 74 02 16 © 2016 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permission. R!tk Mwagm adDiaisian REVIEWED & APPRDVED BY: '� Risk Management Analyst Policy # BA61<931299 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident' or "loss", provided that the CONDITIONS Section: "accident' or 'loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent CA T3 40 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permission. Rime Management DMsian REVIEWED&APPROVED By: faaa.o:.r.e R. Mnebd '� Risk Management Analyst TRAVELERS, WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY ENDORSEMENT WC 99 03 76 ( A) — POLICY NUMBER: U1321553909 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Insurance Company Countersigned by Travelers Property Casualty Company of America DATE OF ISSUE: 11/18/2020 Rime Management DMsian REVIEWED&APPROVED BY: '� Risk Management Analyst Digital ly signed by Tori Pierson Tori Pierson Date: 2021.09.0108:40:02-07'00' / A� " CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 8/30/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230 CA 94549 CONTACT NAME: The Certfiicate Team PHONE FAX A/c No Ext : A/C, No): E-MLafayette ADDRESS: CertsDesignPro@AssuredPartners.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Berkley Insurance Company 32603 License#:6003745 INSURED MIGINCO-01 MIG, Inc. 800 Hearst Ave INSURER B: Travelers Property Casualty Company of America 25674 INsuRERc: The Travelers Indemnity Company of Connecticut 25682 INSURERD: Berkeley CA 94710 INSURER E INSURER F : COVERAGES CERTIFICATE NUMBER:2009773936 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICYNUMBER POLICY EFF MM/DD POLICY EXP MM/DD LIMITS B X COMMERCIAL GENERAL LIABILITY Y Y 6801H899998 8/31/2021 8/31/2022 EACH OCCURRENCE $1,000,000 CLAIMS -MADE OCCUR DAMAGE S(RENTED ccurrence)$ PREMISES Ea occurrence) 1,000,000 X MED EXP (Any one person) $ 10,000 Contractual Liab Included PERSONAL &ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY � ECT � LOC PRODUCTS - COMP/OP AGG $ 2,000,000 $ OTHER: C AUTOMOBILE LIABILITY Y Y BAOS579947 8/31/2021 8/31/2022 COMBINED SINGLE LIMIT Ea accident $1,000,000 X BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ X PROPERTY DAMAGE Per accident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY B X UMBRELLA LAB X OCCUR Y Y CUPOH758762 8/31/2021 8/31/2022 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LAB CLAIMS -MADE DED X RETENTION $ n $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N Y UB2L553909 8/31/2021 8/31/2022 X PER OTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? ❑ N/A E.L. DISEASE - EA EMPLOYEE $ 1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A Professional Liability N Y AEC904725003 8/31/2021 8/31/2022 Each Claim $3,000,000 Annual Aggregate $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) Umbrella Liability policy is a follow -form underlying General Liability/Auto Liability/Employers Liability. RE: Santa Ana Parks, Facilities, Trails and Open Space Master Plan City of Santa Ana, Risk Management, it's officers, employees, agents, representatives, and volunteers are named as additional insureds as respects general and auto liability as required per written contract or agreement. General and Auto Liability are Primary/Non-Contributory per policy form wording. I.CK I Irlt A I C MULUCK L ANLCLLA I IUIV OU uays Ivouce oT t anceiiauon City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana CA 92701 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORI DREPRESENTATIVE - Risk Mmrgmwe11ivision GIA�._.� FtEmEwED & A�� Praovm By ,., 70zi Y[f�ttP.br6 @ 1988-2015 ACORD C( - "'S"'wanegemen"'� ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD POLICY NUMBER 6801 H899998 COMMERCIAL GENERAL LIABILITY ISSUED DATE: 8/30/2021 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury" or "advertising injury" offense is committed. Location of Covered Operations: Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage", "personal injury" or "advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) desig- nated above. B. With respect to the insurance afforded to these additional insureds, the following additional exclu- sions apply: This insurance does not apply to "bodily injury" or "property damage" occurring, or "personal injury" or "advertising injury" arising out of an offense committed, after: 1. All work, including materials, parts or equip- ment furnished in connection with such work, on the project (other than service, mainte- nance or repairs) to be performed by or on behalf of the additional insured(s) at the loca- tion of the covered operations has been com- pleted; or 2. That portion of "your work" out of which the injury or damage arises has been put to its in- tended use by any person or organization other than another contractor or subcontrac- tor engaged in performing operations for a principal as a part of the same project. Rifil Muagmeni DNiskm -. ReoEwm & AWROVED BY: CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights rese+_ Includes copyrighted material of Insurance Services Office, Inc. with its pe Rik K.—g—EC1ei-[Aide POLICY NUMBER: 6801 H899998 COMMERCIAL GENERAL LIABILITY ISSUED DATE: 8/30/2021 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for "bodily injury" or "property damage" included in the "products - completed operations hazard", provided that such contract was signed and executed by you before, and is in effect when, the bodily injury or property damage occurs. Location And Description Of Completed Operations Any project to which an applicable contract described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or or- ganization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property dam- age" caused, in whole or in part, by "your work" at the location designated and described in the schedule of this endorsement performed for that additional in- sured and included in the "products -completed opera- tions hazard". CG 20 37 07 04 © ISO Properties, Inc., 2004 Ri& Mudgmeni Dhiakm ReoEwm & APPROVED BY' /QiG �[£/SP.Qf2 Risk NFanagement Cl eriral Aide Policy # 6801 H899998 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. d. Primary And Non -Contributory Insurance If Required By Written Contract If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this Coverage Part must apply on a primary basis, or a primary and non- contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: (1) The "bodily injury' or"property damage" for which coverage is sought occurs; and (2) The "personal and advertising injury" for which coverage is sought is caused by an offense that is committed; subsequent to the signing of that contract or agreement by you. ium a. We will compute all premiums for this Coverage Part in accordance with our rules and rates. b. Premium shown in this Coverage Part as advance premium is a deposit premium only. At the close of each audit period we will compute the earned premium for that period and send notice to the first Named Insured. The due date for audit and retrospective premiums is the date shown as the due date on the bill. If the sum of the advance and audit premiums paid for the policy period is greater than the earned premium, we will return the excess to the first Named Insured. a. The statements in the Declarations are accurate and complete; b. Those statements are based upon representations you made to us; and c. We have issued this policy in reliance upon your representations. The unintentional omission of, or unintentional error in, any information provided by you which we relied upon in issuing this policy will not prejudice your rights under this insurance. However, this provision does not affect our right to collect additional premium or to exercise our rights of cancellation or nonrenewal in accordance with applicable insurance . Separation Of Insureds Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this Coverage Part to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. S. Transfer Of Rights Of Recovery Against Others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. 9. When We Do Not Renew If we decide not to renew this Coverage Part, we will mail or deliver to the first Named Insured shown in the Declarations written notice of the nonrenewal not less than 30 days before the expiration date. If notice is mailed, proof of mailing will be sufficient proof of notice. SECTION V — DEFINITIONS 1. "Advertisement" means a notice that is broadcast or published to the general public or specific market segments about your goods, products or services for the purpose of attracting customers or supporters. For the purposes of this definition: c. The first Named Insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website 6. Representations that is about your goods, products or services By accepting this policy, you agree: for the purposes of ; ••-__.:__ _.._ ____ __ supporters is considers MAI Mudgmeninhialm ReoEwm & APPROVED BY' /QiG �[£/SP.Qf2 Page 16 of 21 © 2017 The Travelers Indemnity Company. All rights reserved. 99WRisk NFanagement Cl eriral Aide Is Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy # 6801 H899998 COMMERCIAL GENERAL LIABILITY occupational therapist or occupational therapy assistant, physical therapist or speech -language pathologist; or (b) First aid or "Good Samaritan services" by any of your "employees" or "volunteer workers", other than an employed or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing to provide first aid or "Good Samaritan services" during their work hours for you will be deemed to be acting within the scope of their employment by you or performing duties related to the conduct of your business. 3. The following replaces the last sentence of Paragraph 5. of SECTION III — LIMITS OF INSURANCE: For the purposes of determining the applicable Each Occurrence Limit, all related acts or omissions committed in providing or failing to provide "incidental medical services", first aid or "Good Samaritan services" to any one person will be deemed to be one "occurrence". 4. The following exclusion is added to Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY: Sale Of Pharmaceuticals "Bodily injury" or "property damage" arising out of the violation of a penal statute or ordinance relating to the sale of pharmaceuticals committed by, or with the knowledge or consent of the insured. 5. The following is added to the DEFINITIONS Section: "Incidental medical services" means: a. Medical, surgical, dental, laboratory, x- ray or nursing service or treatment, advice or instruction, or the related furnishing of food or beverages; or b. The furnishing or dispensing of drugs or medical, dental, or surgical supplies or appliances. 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to any of your "employees" for "bodily injury" that arises out of providing or failing to provide "incidental medical services" to any person to the extent not subject to Paragraph 2.a.(1) of Section II — Who Is An Insured. K. MEDICAL PAYMENTS — INCREASED LIMIT The following replaces Paragraph 7. of SECTION III — LIMITS OF INSURANCE: 7. Subject to Paragraph 5. above, the Medical Expense Limit is the most we will pay under Coverage C for all medical expenses because of "bodily injury" sustained by any one person, and will be the higher of: a. $10,000; or b. The amount shown in the Declarations of this Coverage Part for Medical Expense Limit. L. AMENDMENT OF EXCESS INSURANCE CONDITION — PROFESSIONAL LIABILITY The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis, that is Professional Liability or similar coverage, to the extent the loss is not subject to the professional services exclusion oT uoveraae A or uoveraae ts. M. BLANKET WAIVER OF SUBROGATION — WHEN REQUIRED BY WRITTEN CONTRACT OR AGREEMENT The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: If the insured has agreed in a written contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed; subsequent to the signing of that contract or agreement. Risk M..gnunf Ih bi. REVIEV/ED & APPROVED B'r: CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permissio u— Risk"�"a9e `ire �ia�re I Policy: BAOS579947 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following is added to Paragraph c. in A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE in the BUSINESS AUTO COVERAGE FORM and Paragraph e. in A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE in the MOTOR CARRIER COVERAGE FORM, whichever Coverage Form is part of your policy: This includes any person or organization who you are required under a written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to name as an additional insured for Covered Autos Liability Coverage, but only for damages to which this insurance applies and only to the extent of that person's or organization's liability for the conduct of another "insured". CA T4 37 02 16 © 2016 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permission. RmEWED fi APPRovm Br. ' Risk M—g—1 Clerical Aide BA6K931299 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM PROVISIONS 1. The following is added to Paragraph A.1.c., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: This includes any person or organization who you are required under a written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to name as an additional insured for Covered Autos Liability Coverage, but only for damages to which this insurance applies and only to the extent of that person's or organization's liability for the conduct of another "insured". 2. The following is added to Paragraph B.S., Other Insurance of SECTION IV — BUSINESS AUTO CONDITIONS: Regardless of the provisions of paragraph a. and paragraph d. of this part S. Other Insurance, this insurance is primary to and non-contributory with applicable other insurance under which an additional insured person or organization is the first named insured when the written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, requires this insurance to be primary and non-contributory. MmEwm & APPROVED BY' /QiG �[£/SP.Qf2 CA T4 74 02 16 O 2016 The Travelers Indemnity Company. All rights reserved. Risk MF ge tOefi-[Aide Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy # BAOS579947 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or "loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent R ek muago"e,t Dmaim ReAEv/ED & APPROVED BY: CA T3 40 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permission. ����`"'� �9P 1P YO���a�e TRAVELERS!' WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY ENDORSEMENT WC 99 03 76 ( A) — POLICY NUMBER: U1321_553909 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Rik i. Insurance Company Countersigned by "gig Travelers Property Casualty Company of America 'A,i DATE OF ISSUE: 8/30/2021 Risld ",gerrRnt Qi i-lAide