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HomeMy WebLinkAboutTRAINING AND RESEARCH FOUNDATION,USURANCE ON FILE RORK MAY PROCEED NTILINSURANCF FXPIRE5 01 e _.t-am-_ neLERK OF COUNCII a.AATF A-2021-191 i i FACILITIES USE AGREEMENT WITH TRAINING AND RESEARCH FOUNDATION FOR CORBIN CENTER AND EL SALVADOR CENTER . Pate Ks KM(P&,V%dSCoA,r 61Cr,Ckgee ite"A")cs,",k THIS FACILITIES USE AGREEMENT ("Agreement") is dated August 17, 2021 and is entered into between the CITY OF SANTA ANA, a charter city and municipal corporation ("City") and Training and Research Foundation ("TRF"), a California non-profit corporation. City and TRF also collectively referred to herein as "the Parties." RECITALS A. The City is the owner of Corbin Center located at 2215 West McFadden Avenue and El Salvador Center located at 1825 West Civic Center Drive, both in the City of Santa Ana; B. TRF is a non-profit California corporation founded in 1966 that serves low-income preschool children and their families by providing comprehensive child development and school readiness services including education, health, nutrition, and mental health services; C. TRF operates childcare centers in Inglewood, Hawthorne, Lennox, and West Los Angeles; D. Most recently, TRF expanded its operations into Riverside and Orange County; E. TRF has identified a critical need in areas of Orange County that are unfunded and unserved and desires to operate a licensed childcare center at Corbin Center and El Salvador Center to provide services to low and mid -income preschool children and families in Santa Ana; and F. City acknowledges the community need for programs such as those offered by TRF that prepare preschool children to succeed in school and life and offer a comprehensive approach to meeting the developmental needs of preschool children. NOW THEREFORE, in consideration of mutual covenants herein contained, the Parties do hereby promise and agree as follows: 1. The City hereby grants to TRF the limited right to use designated portions of Corbin Center and El Salvador Center to provide licensed childcare pursuant to the terms of this Agreement. A. City grants TRF the right to provide licensed childcare services at Corbin Center in the area specified in Exhibit A and attached hereto and incorporated by reference. Facilities Use Agreement With Training and Research Foundation B. City grants TRF the right to provide licensed childcare services at El Salvador Center in the area specified in Exhibit B and attached hereto and incorporated by reference. C. The areas governed by this Agreement and set forth in Exhibit A and Exhibit B, shall be collectively referred to as "the Facilities." 2. Term. The term of this Agreement shall begin on the date set forth above and end on August 31, 2026 unless terminated pursuant to Sections 14 or 16 of this Agreement. This Agreement shall have two, one-year extensions exercisable at the City's sole discretion and with TRF's approval in a writing and signed by the City Manager and City Attorney. Consideration. TRF will pay to City monthly its proportional share of the utilities for use of the Facilities as outlined further in Section 8 of this Agreement and a fee of $2,000 per month for use of the Facilities. All payments shall be made by the 1 st day of each month in the form of a cashier's check or ACH electronic transfer made payable to "City of Santa Ana." 4. Improvements to the Facilities. A. TRF will be allowed by City to make certain improvements to Facilities as mutually agreed upon in writing between the Parties and approved by the appropriate or applicable government entity. The attached Exhibits A and B include renderings of the proposed improvements to the Facilities. Notwithstanding, minor modifications may be made as directed or required by governing authorities with jurisdiction over necessary approvals. B. All improvements shall be paid for by TRF. City will not pay any costs associated with any improvements pursuant to this Agreement. C. City shall have final approval of all design, engineering, construction, specifications and improvements. D. TRF agrees to take whatever steps may be necessary to submit plans and applications required to make improvements to the Facilities including but not limited to: i. Conducting a walls thin of the Facilities with an architecture and design firm; ii. Having a feasibility study prepared to determine the needed changes and submitting a design and rendering to the City for Facilities Use Agreement With Training and Research Foundation review and approval prior to submission to any other licensing or government entity; iii. Submission of plans and applications as needed to City Planning and Building Department; iv. Request for construction bids; v. Complete construction; and vi. Finalize all permits necessary to use Facilities for TRF's intended use as authorized pursuant to this Agreement, including but not limited to, obtaining a certificate of occupancy or related documents as necessary. E. The Parties acknowledge that TRF has secured grant funding to support its use of the Facilities to provide licensed childcare and that TRF's grant funding requires approval by other government entities of expenses above a certain threshold and paid with grant funds. F. After improvements are completed, TRF will not make any additional improvements or alterations to the Facilities without the prior written consent of the City Manager. Any additions, repairs, replacements, or improvements made by TRF shall not be removed by TRF without the written approval of the City Manager. The Facilities, including any area utilized by TRF, shall remain the property of the City. City reserves the right upon expiration or termination of this Agreement to require TRF to return Facilities to their original condition. Operational Rules and Regulations. TRF shall comply with all operational rules and regulations promulgated by the Executive Director of Parks, Recreation and Community Services, City Manager or City Council regarding the operation of City's Corbin Center and El Salvador Center, including but not limited to hours of operation. 6. Maintenance. TRF shall at all times maintain Facilities in good condition and repair, and in a clean and safe condition reasonably satisfactory to the City Manager. Damage to Facilities. TRF shall be liable for any damages to the Facilities caused by any act of negligence of TRF, its partners, agents, servants, contractors, representatives, guests, employees, invites or customers. City may at its option, repair such damage, and TRF agrees to reimburse City for the total cost of repair. 8. Utilities. TRF shall pay when due all charges for water, gas, electricity, telephone, internet, video (cable or satellite), trash and other public utility charges furnished to TRF. For some or all utilities where a separate meter or bill is not Facilities Use Agreement With Training and Research Foundation feasible, TRF will be assessed a proportional share of all utility charges noted above, on a monthly basis, as determined in writing by the Parties. 9. Compliance with Laws and Licensing. TRF shall comply with all applicable federal, state and local laws. TRF shall at all times during the term of this Agreement have and maintain in force any and all licenses, permits or approvals required by law for the conduct of TRF's activities under this Agreement. This includes all state licensing for daycare or childcare activities. 10. Indemnification. TRF shall defend, indemnify, and hold harmless the City and its officers, officials, employees, and volunteers from and against any claims, liabilities, damages, losses, costs, expenses incurred or suffered by City on account of any personal injuries or property damage caused by the use of Facilities pursuant to this Agreement or any activity or negligent omission of TRF or its employees, agents, volunteers or contractors. In the event that City is named as a codefendant, TRF shall notify City of such fact and shall represent City in such legal action unless City undertakes to represent itself in such legal action. TRF further agrees to indemnify, hold harmless, and pay all costs of defense of the City, including fees and cost for special counsel to be selected by the City, regarding any action challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms, or effects of this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceedings. 11. Insurance. TRF shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damage to property which may arise from or in connection with the use allowed hereunder and the results of that use by TRF, its agents, representatives, employees and subcontractors pursuant to the scope and coverage noted below: A. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. B. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if TRF has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage. Facilities Use Agreement With Training and Research Foundation 4 C. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. D. Sexual Abuse or Molestation (S Liability: If the CGL policy referenced above is not endorsed to include affirmative coverage for sexual abuse or molestation, TRF shall obtain and maintain a policy covering Sexual Abuse and Molestation with a limit no less than $5,000,000 per occurrence or claim. E. Other Provisions Applicable to Insurance Requirements: i. If the TRF maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. ii, The insurance policies are to contain, or be endorsed to contain, the following provisions: iii. Additional Insured Status- the City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of TRF including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to TRF's insurance (at least as broad as ISO Form CG 20 10 1185 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used). iv. Primary Coverage- For any claims related to this contract, TRF's insurance coverage shall be primary coverage at least as broad as ISO CG 20 0104 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the TRF's insurance and shall not contribute with it. v. Notice of Cancellation- Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. vi. Waiver of Subrogation- TRF hereby grants to City a waiver of any right to subrogation, which any insurer of TRF may acquire against the City by virtue of the payment of any loss under such insurance. TRF agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies Facilities Use Agreement With Training and Research Foundation regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. vii. Self -Insured Retentions- Self -insured retentions must be declared to and approved by the City. The City may require TRF to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. viii. Acceptability of Insurers- Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A: VII, unless otherwise acceptable to the City. ix. Claims Made Policies- If any of the required policies provide claims -made coverage: 1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. 2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, TRF must purchase "extended reporting" coverage for a minimum of five (5) years after completion of work. x. Verification of Coverage- TRF shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive TRF's obligation to provide them. xi. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. xii. Special Risks or Circumstances- The City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Facilities Use Agreement With Training and Research Foundation 12. Assignment. TRF shall not assign all or any portion of this Agreement, nor shall TRF, without the written consent of the City Council, enter into any agreement allowing the operation by another person of the use of the Facilities granted by this Agreement. 13. Relationship of the Parties. Nothing in this Agreement shall effect or create a partnership between the Parties. Any persons retained by TRF shall at all times be its employees or independent contractors and not employees or independent contractors of the City. TRF shall have no power to incur debt, obligation or liability on behalf of the City. The City shall not have control over the conduct of TRF, except as set forth in this Agreement. TRF shall not, at any time, or in any manner, represent that it or any of its officers, agents, employees, contractors or volunteers are in any manner employees or contractors of the City. 14. Termination for Cause. Should TRF be dissolved or if a petition in bankruptcy or insolvency be filed by or against TRF, whether voluntarily or involuntarily, or if use of Facilities is abandoned for a period of forty-five (45) days; or if the uses conducted so as to constitute a public nuisance, or if any of the provisions of this Agreement are breached and the breach if not corrected within ten (10) days after written notice from the City to TRF, then the City may immediately terminate this Agreement by written notice to TRF and recover and resume possession of Facilities. 15. Remedies for Termination for Cause. In the event of TRF's breach, default, abandonment or insolvency, City may: A. Terminate the Agreement and recover from TRF any amount necessary to compensate City for all detriment proximately caused by TRF's failure to perform its obligations under this Agreement. B. Should TRF default in the performance of any of the terms, conditions, or obligations contained in this Agreement, City may, in addition to the remedies available pursuant to the law and this Agreement, re-enter and regain possession of the Facilities in the manner provided by the laws of the State of California. 16. Termination without cause. The Parties each may terminate this Agreement with ninety (90) days' notice in writing to the other Party. 17. Fingerprinting, Background Checks and Identification Badges. TRF shall provide proof to City that all TRF officials, employees and any volunteers are fingerprinted and background checked prior to conducting any work at Facilities. TRF employees and volunteers shall prominently display badges or identification Facilities Use Agreement With Training and Research Foundation 7 cards, in a form mutually agreed upon by the Parties, at all times while at Facilities. TRF badges or identification cards shall state that official, employee or volunteer works for or is affiliated with TRF. Badges or identification cards shall not display City name or logo. 18. Taxes. The Parties agree that if the Facilities are assessed any taxes or similar fees or charges due to the activities of TRF or TRF's permitted users, then TRF shall bear the entire cost of said taxes, assessment, fees or charges. 19. Liens. TRF will not permit any mechanics' liens or materialmen's' liens or any other type of lien to stand against the Facilities by any use, occupancy or improvement by TRF or any agent, employee, or contractor of TRF. 20. Nondiscrimination: TRF shall not discriminate in the course of its activities in or about the Facilities on the basis of race, color, disability, religion, sex, marital status, sexual orientation, gender identity, age, national origin, ancestry, military or veteran's status, disability, or any other basis prohibited by law. TRF affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 21. Jurisdiction and 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. 22. Surrender of Premises. Upon termination or expiration of this Agreement, TRF shall immediately surrender and deliver the premises to the City in good condition and repair, together with. all improvements and alternations made by TRF, and any and all furniture, furnishings, equipment, and other personal property then located on the premises. 23. Attorney's fees and costs. The prevailing Party shall pay all costs and reasonable attorney's fees that the other Party incurs in enforcing any of the rights or remedies provided for pursuant to this Agreement. 24. Exclusivity and Amendment. This Agreement represents the complete and exclusive statement between the City and TRF regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the Parties regarding the use of the Facilities. In the event of 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 Facilities Use Agreement With Training and Research Foundation signed by the City and an authorized representative of TRF. The Parties acknowledge that no representatives, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 25. Assignment. TRF 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. TRF shall not allow any other person or entity to use the Facilities without the prior written consent of City. 26. Force Maieure. Should the performance of an act required by this Agreement to be performed by either the City or TRF be prevented or delayed by reason of an act of God, strike, lockout, labor troubles, inability to secure materials, restrictive government laws or regulations, or any other cause except financial inability not the fault of the Party required to perform the act, the time for performance of the act will be extended for a period of time equivalent to the period of the delay, and performance of the act during the period of delay will be excused, provided, however, that nothing contained in this section shall excuse the prompt payment of compensation by TRF as required by this Agreement or the performance of any act rendered difficult solely because of the financial condition of the party, City or TRF, required to perform the act. 27. Construction. The Parties acknowledge that each Party and its counsel have reviewed and revised this Agreement and that the normal rule of construction to the effect that any ambiguities are resolved against the drafting party shall not be employed in the interpretation of this Agreement. 28. Severability. If any one or more of the provisions contained in this Agreement shall for any reason be held invalid, illegal or unenforceable in any respect such invalidity, illegality or unenforceability shall not affect any other provision hereof, and this Agreement shall be construed as if such invalid, illegal, or unenforceable term or provision had never been contained herein. 29. Conflict of Interest. TRF covenants that it presently has no interests and shall have no interests direct or indirect, which would conflict in any manner with the use authorized pursuant to this Agreement. 30. Non -Recording. Unless required by law, neither Party shall record this Agreement. 31. No Waiver. Any waiver, consent or approval by either Party of any breach, default or event of default of any provision, condition or covenant of this Facilities Use Agreement With Training and Research Foundation 9 Agreement must be in writing and shall be effective only to the extent set forth in writing. No waiver of any breach, default or event of default shall be deemed a waiver of any later breach, default or event of default of the same or any other provision of this Agreement. Any failure or delay on the part of either Party in exercising any power, right or privilege under this Agreement shall not operate as a waiver thereof, nor shall any single or partial exercise of any such power, right or privilege preclude any further exercise thereof. 32. Notice. Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and directed to the addresses below or such addresses as either party may later specify in writing. Notice is deemed effective on the date it is given if hand -delivered or received by facsimile that day. Notice given by U.S. mail shall be deemed to have been given three (3) business days after it is deposited in the U.S, mail, postage prepaid and addressed as follows: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 With copies to: Executive Director of Parks, Recreation and Community Services City of Santa Ana 20 Civic Center Plaza P.O. Box 1988 Santa Ana, California 92702 To TRF: Renee Jacobs, Agent for Service Training and Research Foundation 1442 East Lincoln Avenue, Suite 371 Orange, California 92865 33. Authority: 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. 34. Counterparts and Electronic Signature. The Parties agree that this Agreement may be signed in counter parts and compiled to make one original Agreement. The Parties further agree that this Agreement may be signed electronically by any means that reasonably ensures authenticity. Facilities Use Agreement With Training and Research Foundation 10 IN WITNESS WI IEREOF, the Parties hereto have affixed their signatures this -Ll— day of Auk, 2021. CITY Kristine Ridge City Manager APPROVED AS TO FORM: Sonia R. Carvalho City Attorney ATTEST: TRAINING AND RESEARCH FOUNDATION I i By:XRWl4- A. Reooi ►, Q Laura A. Rossini g Chief Assistant City Attorney Its: I RECOMMENDED FOR APPROVAL: ja udloff Executive Director of Parks, Recreation, And Community Services Agency Facilities Use Agreement With Training and Research Foundation 11 Q k LU } ` / ■ K � � ( \\ /z \ \ B $ a- Zk , TFMII % | � � r sy �PCC € YLU OOO 3 w o J w ¢ o o o y 2 v~j z i w Z Q J a K O o O N LL Q 3 z M 0 �o ci �o w NJ ) z w Z o z ; 0 z �= o o� z w NI c N N KI c g Tori Pierson °rosigned " aa,2-0,ron. TRAIAND-01 DOLDENBERG A4CORL7CERTIFICATE OF LIABILITY INSURANCE �-� DAT110120IY snotzo1 zt 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 pollcy(les) 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 License # L700460 CRRWACr Knauf Maxwell Insurance Services 2900 W. Broadwayy Los Angeles, CA 90041 PHONE FAX INC, No, Ex4: (323) 550-7900 INC. No):(323) 256-0800 ApDFeS, knaufreception@kmins.com INSURE S AFFORDING COVERAGE NAICe INSURERA: Nonprofits Insurance Alliance of California, Inc.0 INSURED INSURERB:State Compensation Insurance Fund INSURERC: Training and Research Foundation 1442 E. Lincoln Ave., Ste 371 Orange, CA 92865 INSURERS: INSURER E: INSURERF: COVERAGES CERTIFICATE NUMBER- wcvlclnN milmmco• THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TOTHE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY RECUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR 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 MAYHAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR rypE OF DL INSD UM YWD POLICY NUMBER POLICYEFF IMMIDDAYM POLICY EXP [MMfODTYYYY)LIM" A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE [fl OCCUR X X 021-52013 7/112021 7h 12022 EACH OCCURRENCE 1,000,000 DAMAGE REM SET EB RENTEDoccurrce $ 500,000 MED EXP none rion) ; 20,000 PERSONAL BADV INJURY 1,000,000 GENL AGGREGATE LIMITAPPLIES PER: POLICY LOC GENERAL AGGREGATE $ 3,000,000 PRODUCTS-COMP/OP AGG $ 3,000,000 OTHER: A AUTOMOBILE LIABILITY OMeBBIINdEeDISINGLE LIMIT (EeANVAUTO $ 1000000 BODILY INJURY(Pef parson)$ OWNED SCHEDULED ONLY 021-52013 7/1/2021 7/1/2022 BODILY INJURY Per accident X �SCCHHEDULyED I�AUTOSOW�pN��E N1T05 ONLY X AUT°SONLY PAOPEERJY MAGE $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE 4,000,000 EXCESS LIAB CLAIMS -MADE 021-52013-UMB 7/112021 7112022 AGGREGATE $ 4,000,000 _1jDtX RETENTION$ O B ADREEPLYRSELLT AFFIFIR RIETORfPARTNER/EXECUTIVE IN (M es. dee be and (Me. R' .IBER EXCLUDED?If Dyes, describe under DESCRIPTION OF OPERATIONS below MIA 300505-21 7/1/2021 7/12022 TNMOEIABIII• SAT TERH E.L. EACH ACCIDENT 1,000,000 E.L. DISEASE -EA EMPLOYEE $ 1,000,006 E.L. DISEASE -POLICY LIMB 1,000,000 A Sexual Abuse 021.52013 7/112021 7112022 Each Occurrence 1,000,000 A Sexual Abuse 021.52013 7/112021 71IM22 Aggregate 3,000,000 DESCMPnONOFOPERATIONSILOCATIONSIVEHCLES (ACORD 101, Additional Remarks Schedule, maybe atlached Unions apace is required) Coverage: Improper Sexual Conduct and Physical Abuse Liability Policy# 202152013 Effective 7/01/2021 to 7/01/2022 $1,000,000 Each Occurrence (Claim) limit $3,000,000 Aggregagate limit SEE ATTACHED ACORD 101 City of Santa Ana Risk Management Divislon 20 Civic Center Plaza Santa Ana, CA 92701 ACORD 25 (2016103) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROM""'•' Ni Moagannt DiWsim AUTHORIZED REPRESENTATIVE REVIEWED $, AM Bv: ,ueemnr Utnral Aitle OO 1988-2015 ACORD CC The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: TRAIAND-01 LOC #: 1 DOLDENBERG ACORV' ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY nauf Maxwell Insurance Services Llcense # L100460 NAM® INSURED Foundation T"E.- and Research Foundation t442in and Ave., Ste 371 POLICY NUMBER Orange, CA 92865 SEE PAGE 1 CARRIER WIC CODE SEE PAGE 1 SEE P 1 EFFECTP1E DATE: SEE PAGE 1 THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Cer incate or Liability Insurance Description of Operations/LocationsNehicles: $0 retention/deductible "Occurrence Form City of Santa Ana, its officers, officials, employees and volunteers are also included as as Additional Insured, including Primary & Non -Contributory wording, and Waiver of Subrogation applies as respects General Liability coverge; only as perthe attached endorsement(s), regarding the Facilities Use Agreement (The City is the owner of Corbin Center located at 2215 West McFadden Avenue and EI Salvador Center located at 1825 West Civic Center Drive, both in the City of Santa Ana). 30 day notice of cancellation applies. $4MM Um brella goes over underlying General Liability, Improper Sexual Abuse & Molestation Liability, Social Service Professional Liability, Workers Compensation and Commercial Autombile Liability Coverage (H/NO only). 101/2008/011 01 RIA Morgenod DMdon ReneAED6 ArrRovm Br. IIYDD Rkk Mana9ement<Imral Aitle The ACORD name and logo are registered marks of ACORD NONPROFIT'S INSURANCE ALUANCO Or CAMHIRNfn k ,Vaud Jut f: surama.. A Hean Jot Mrmpm;'ics. POLICY NUMBER: 2021-52013 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED PRIMARY AND NON-CONTRIBUTORY ENDORSEMENT FOR PUBLIC ENTITIES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: A. Section II— WHO IS AN INSURED is amended to include: 4. Any public entity as an additional insured, and the officers, officials, employees, agents and/or volunteers of that public entity, as applicable, who may be named in the Schedule above, when you have agreed in a written contract or written agreement presently in effect or becoming effective during the term of this policy, that such public entity and/or its officers, officials, employees, agents and/or volunteers be added as an additional insured(s) on your policy, but only with respect to liability for "bodily injury", 'property damage' or "personal and advertising injury" caused, in whole or in part, by: a. Your negligent acts or omissions; or b. The negligent acts or omissions of those acting on your behalf; in the performance of your ongoing operations. No such public entity or individual is an additional insured for liability arising out of the sole negligence by that public entity or its designated individuals. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. B. Section III — LIMITS OF INSURANCE is amended to include: B. The limits of insurance applicable to the public entity and applicable individuals identified as an additional insureds) pursuant to Provision A.4, above, are those specified in the written contract between you and that public entity, or the limits available under this policy, whichever are less. These limits are part of and not In addition to the limits of insurance under this policy. C. With respect to the insurance provided to the additional insured(s), Condition 4. Other Insurance of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS is replaced by the following: 4. Otherinsurance a. Primary Insurance This insurance is primary if you have agreed in a written contract or written agreement: (1) That this insurance be primary. If other insurance is also primary, we will share with all that other insurance as described in c. below; or NIAC-E61 02 19 xlaw tDw IrE+nswm6 AP Sr. s+ul rrl� 70u pwvoe R.k AMna9 erma Uniral AiJe NONPROFITS INSURANCE ALLIANCE OF CA]AfOR SA - Haad Jar hnaranm A Hear[Jar Na—fq,613. POLICY NUMBER: 2021-52013 (2) The coverage afforded by this insurance is primary and non-contributory with the additional insured(s)' own insurance. Paragraphs (1) and (2) do not apply to other insurance to which the additional insured(s) has been added as an additional Insured or to other insurance described In paragraph b. below. b. Excess Insurance This insurance is excess over: 1. Any of the other insurance, whether primary, excess, contingent or on any other basis: (a) That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work"; (b) That is fire, lightning, or explosion insurance for premises rented to you or temporarily occupied by you with permission of the owner; (c) That is insurance purchased by you to cover your liability as a tenant for "property damage" to premises temporarily occupied by you with permission of the owner; or (d) If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of SECTION I — COVERAGE A— BODILY INJURY AND PROPERTY DAMAGE. (a) Any other insurance available to an additional Insured(s) under this Endorsement covering liability for damages which are subject to this endorsement and for which the additional insured(s) has been added as an additional insured by that other insurance. (1) When this insurance is excess, we will have no duty under Coverages A or B to defend the additional insured(s) against any "sult" if any other insurer has a duty to defend the additional insured(s) against that "suit". If no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured(s)' rights against all those other insurers. (2) When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self -insured amounts under all that other insurance. (3) We will share the remaining loss, If any, with any other Insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part c. Methods of Sharing If all of the other insurance available to the additional insured(s) 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 other the other insurance available to the additional Insured(s) 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. RbkMmV ,wnromme /��.\; �: IR.vIflVED6 APPRUJ® Bf. e..,lYLl 1I/ %u iaiesaae Rrsk Nlar,a9e,m„ Umel/"'Ae NIAC-E61 02 19 NONPROFITS POLICY NUMBER:2021-52013 FORM: NIAC-E251215 INSURANCE NAMED INSURED: Training and Research Foundation A11.1A,'40E of C.4:irn[i;NIA A NeoJ for Insuronee. .A Pearf for Nunprofifs. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION - FOOD CONTRIBUTIONS OR CLIENT REFERRALS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy, in consideration of food contributions or client referrals you receive from them. A. Section II — Who Is An Insured is amended to include 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" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or aqreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. vhk lM� XEV1EVl4f)6 Mmvdm er: "'. tli %u PItzd CREW RakfMru9e,m,t Uc�iulAide NIAC-E25 12 15 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 26 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization (a): Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. 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 include 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" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises awned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional Insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. ax�nmgs,wrtonwon �. ` fk+nEv/Fn6 NPNavID Br: �# rsax m.,,„s1—e am.I A & CG 20 26 12 19 0 Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 26 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Lennox Elementary School District 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 include 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" or "personal and advertising injury' caused, In whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises awned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contractor agreement, the Insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional Insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. wknm.�,erta,� _ Ik�6TAfwrtwm Br' u1� �'.. %u rICTJOtt -._.__— F�sxhurkeemnn an�u�a,ir CG 20 26 12 19 0 Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 34 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - LESSOR OF LEASED EQUIPMENT - AUTOMATIC STATUS WHEN REQUIRED IN LEASE AGREEMENT WITH YOU This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A Section II — Who Is An Insured is amended to include as an additional insured any person(s) or organization(s) from whom you lease equipment when you and such person(s) or organizations) have agreed in writing in a contract or agreement that such person(s) or organization(s) be added as an additional insured on your policy. Such person(s) or organization(s) is an insured only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury' caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person(s) or organization(s). However, the insurance afforded to such additional insured: 1. Only applies to the extent permitted by law; and 2. Will not be broader than that which you are required by the contract or agreement to provide for such additional Insured. A person(s or organization's status as an additional insured under this endorsement ends when their contract or agreement with you for such leased equipment ends. B. With respect to the insurance afforded to these additional insureds, this Insurance does not apply to any "occurrence" which takes place after the equipment lease expires. C. With respect to the insurance afforded to these additional Insureds, the following is added to Section III — Limits Of Insurance: The most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement you have entered Into with the additional insured; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. w.tee.q"�irH,m� iS�R"�6�IMYRwm6,: %"u F!iCxaa CG 20 34 12 19 © Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 11 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - MANAGERS OR LESSORS OF PREMISES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Designation Of Premises (Part Leased To You): Name Of Person(s) Or Organization(s) (Additional Insured): Any person or organization acting as a manager or lessor of a covered premises that you are required to name as an additional insured on this policy, under a written contract, lease or agreement currently in effect, or becoming effective during the term of this policy. Additional Premium: Included Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section If — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability arising out of the ownership, maintenance or use of that part of the premises leased to you and shown in the Schedule and subject to the following additional exclusions: This insurance does not apply to: 1. Any "occurrence" which takes place after you cease to be a tenant in that premises. 2. Structural alterations, new construction or demolition operations performed by or on behalf of the person(s) or organization(s) shown in the Schedule. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. Rial Mv� REMPD &APPNw®Br: Al%au Prcuort Risk Al rw9eermt Claicil Aitle CG 20 11 12 19 © Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 11 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - MANAGERS OR LESSORS OF PREMISES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Designation Of Premises (Part Leased To You): Name Of Person(s) Or Organization(s) (Additional Insured): Any person or organization acting as a manager or lessor of a covered premises that you are required to name as an additional insured on this policy, under a written contract, lease or agreement currently in effect, or becoming effective during the term of this policy. Additional Premium: Included 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 include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability arising out of the ownership, maintenance or use of that part of the premises leased to you and shown in the Schedule and subject to the following additional exclusions: This insurance does not apply to: 1. Any "occurrence" which takes place after you cease to be a tenant in that premises. 2. Structural alterations, new construction or demolition operations performed by or on behalf of the person(s) or organization(s) shown in the Schedule. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. 00 w &A o Br RenEwm6AvrxwmBr: RUI,Mana9emm[ClmralNtle CG 20 11 12 19 © Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 COMMERCIAL GENERAL LIABILITY Named Insured: Training and Research Foundation CG 20 37 12 19 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 PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Location And Description Of Completed Operations Any person or organization that you are required to All insured premises and operations. add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. 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 include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" 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 insured and included in the "products -completed operations hazard". However: 1. The insurance afforded to such additional insured only applies to the extent permitted bylaw; and 2. If coverage provided to the additional insured is required by a contractor agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 37 12 19 0 Insurance Services Office, Inc., 2012 IRinEwm6 Mraoi®Br. 7ou P&w" 01 agerm, POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG 20 10 12 19 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 Name Of Additional Insured Person(s) Or Organization(s) Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. Of Covered All insured premises and operations. 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 include 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" or "personal and 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) designated above. However: 1. The insurance afforded to such additional insured only applies to the extent permitted bylaw; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury' or "property damage" occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or ftl nl."e t nyii jy 1✓EYIEWm 6 APPROJ® er. 111/ reexmT,wv�„erz ameiaae CG 20 10 12 19 © Insurance Services Office, Inc., 2012 POLICY NUMBER: 2021-52013 Named Insured: Training and Research Foundation COMMERCIAL GENERAL LIABILITY CG20180413 THIS, ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - MORTGAGEE,:ASSIGNEE OR RECEIVER This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Person(s) Or Organization(s) Designation Of Premises Any person or organization acting as mortgagee, assignee, or receiver with respect to locations scheduled on the policy. 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. include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to their liability as mortgagee, assignee, or receiver and arising out of the ownership, maintenance, or use of the premises by you and shown in the Schedule. However: 1. The insurance afforded to such additional insured -only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contractor agreement to provide for such additional Insured. B. This insurance does not.apply to structural alterations, new construction and demolition operations performed by or for that person or organization. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1; Required by the contract or agreement; or 2. Available under the applicable:Limits of Insurance shown in the Declarations; whichever isles& This. endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. RbkMvgeeni o�+:on �'�•�I�vream 6 Mrxwm Br: �� 7ou ;arn.oa xekma,.,,e„t„,ummiadr CG 20 18 04 13 O Insurance Services Office, Inc,, 2012 NoNPRonTS INSURANCE \L:I:UKU o,h c:Anr(i"nA A Haad fae fnsuronre. A tiewtfo.r Nonyrnfits. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED— DESIGNATED PERSON OR. ORGANIZATION This endorsement modifies insurance provided under the following: IMPROPER SEXUAL CONDUCT AND PHYSICAL ABUSE LIABILITY COVERAGE FORM SCHEDULE Additional Insured Any person, entity or organization that you are required to add.as an additional insured for claims of "improper sexual conduct" or "physical abuse under a written contract or agreement currently in effect or becoming effective. during the term of this policy. Section 4—Who Is An Insured is amended to include as an additional insured the person, entity or organization shown in the Schedule, but only with respect to liability for "bodily injury", arising from "improper sexual. conduct" or "physical abuse" caused solely by your operations; which "bodily injury is caused by an act of "improper sexual candue' or "physical abuse" committed within the coverage territory and which act :of "improper sexual conduct" or "physical abuse" first takes place during the term of the policy to which this endorsement is attached.. NIAGE131 ISC OS 20 RA Mn gawflMd. �= IklnEWm6APPRdID BY: �'lYi7.l.lt1' %u P&wd., RMWM ge"m.Clai lAde NC7NpRoFiTS INSURANCE NEWIF .ALLIA NC.I W CAUR)RNIA A Neadfu tnsarpnre. A Heartfur Munprofrts. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PRIMARY AND NON. -CONTRIBUTORY - FOR DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided Linder the following: SOCIAL SERVICE PROFESSIONAL LIABILITY COVFRAGE FORM SCHEDULE Name Of Additional Insured Person(s) Or Orga.nizatlon(s): Any person or organization that, you are. required to add' as an additional insured on this ;policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status. will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. Section IL— Who Is An Insured is amended to include as an additional insured the:person(s) or organization(s) shown in the Schedule, but only with. respect to liability for "damages" caused, .in whole or in par(, by your acts or omissions or the acts or omissions of those acting on your behalf in the performance of your ongoing operations. The insuranceextended by this endorsement. is primary coverage when you have so agreed in a written contract or agreement and will be considered non-contributory with the additional insured(s) own insurance. NIAC E02 01`17 ID:VIPLFD 6 APPROJm Bv: R¢k Maru9enerrt ClmalNtle 01 NC710 PR(--)FI1 S POLICY NUMBER: 2021-52013 FORM: NIAC-E26 11 17 INSURANCE NAMED INSURED:: Training and Research Foundation A H¢adfor. insaeaas.A H*ad ar Nanpzofit,. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE REAb IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS (WAIVER OF SUBROGATION) This endorsement modifies insurance. provided underthe.following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SOCIAL SERVICE PROFESSIONAL LIABILITY COVERAGE FORM SCHEDULE Name of Person or Organization: Where,you are so required in a written contract or agreement currently in effect orbecomino effective during the term of this policy, we waive any right of recovery we may have against that person or organization, who may be named. in the schedule above; because of payments.we make for injury or damage. 10 wdM.�.�aonx� _ IRViEu &APA BY: Ruk M.�rw9emmtUa�iul Aide NIAC-E26 11 17 COMMON. POLICY CONDITIONS All Coverage Parts included in this policy are subject to the following conditions. A. Cancellation 1. The first Named Insured shown In the Declara- tions may cancel this policy by mailing or deliv- ering to us advance written notice of cancella- tion.. 2. We may cancel this policy by mailing or deliver- ing to the first Named Insured written notice of cancellation at least: a. 10 days before the effective date of cancel- lation if we cancel for nonpayment of pre- mium; or b. 30 days before the effective date of cancel- lation if we cancel for any other reason, 3. We will mall or deliver our notice to the first Named Insured's last mailing address known to us. 4. Notice of cancellation will state the effective date of cancellation. The policy period will end on that date. 5. If this policy is cancelled, we will send the first Named Insured any premium refund due. If we cancel, the refund will be pro rate. If the first Named Insured cancels, the. refund may be less than pro rate. The cancellation will be ef- fective even if we have not made: or offered a refund. 0. If notice is mailed, proof of mailing will be:suffi- claret proof of notice. B. Changes This :policy contains all the agreements between you and us concerning the insurance afforded. The. first Named Insured shown in the Declarations is authorized to make changes in the terms of this policy with our consent: This policys terms can be amended or waived only by endorsement issued by us and made a part of this policy. C. Examination Of Your Books And Records We may examine and audit your books and re- cords as they relate to this policy at any time dur- ing the policy period and up to three years after- ward. D. Inspections And Surveys 1. We have the right to: a. Make inspections and surveys at anytime; IL 00 17 11 98 b. Give you reports on the conditions we find; and c. Recommend changes. 2. We are not obligated to make any inspections, surveys, reports or recommendations and any such actions we do. undertake relate only to in- surability and the premiums to be charged. We do hot make safety inspections. We do not un- dertake to perform the duty of any person or organization to provide for the health or safety of workers or the public. And we do not warrant that conditions: a. Are safe or healthful; or b. Comply with laws, regulations, codes or standards. 3. Paragraphs 1. and 2. of this condition apply not only to us, but also to any rating, advisory, rate service or similar organization which makes in- surance inspections, surveys, reports or reo- ommendations. 4. Paragraph 2. of this:conditiomdoes not apply to any inspections, .surveys, reports or recom- mendations we may make relative to certifica- tion, under state or municipal statutes, ordi- nances or regulations, of boilers, pressure ves- sels or elevators. E. Premiums The first Named Insured shown in the Declara- tions: 1. Is responsible for the payment of all premiums; and 2. Will be the payee for any return premiums we pay. F. Transfer Of Your Rights And Duties Under This Policy Your rights and duties under this policy may not be transferred without our written consent except in the case of death of an individual named insured. If you die, your rights and duties. will be transferred to your legal representative but only while acting within the scope of duties as your legal representa- tive. Until your legal representative is appointed, anyone having proper temporary custody of your property will have your rights and, duties but only with respect to that property. vv.k Mo.ganaiMws : RenEvreo 6�Mipvvm BY: l nit) Fuk Managenm,Oaialilde IL 00 17 11 98 Copyright, Insurance Services Office, Inc., 199$ rage a or -i u NONPROFITS INSURANCE r\9. JANC9: Cat CAliFORNIA d Hend for 7nsuronre .A Ff"rt for RonyMofi[s. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMENDED NOTICE OF CANCELLATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART BUSINESS AUTO COVERAGE FORM Cancellation: 30 Days Notice of Cancellation Person or Organization: If we cancel this policy for any statutorily permitted cancellation to the person or organization sho number of days shown for cancellation. It P 5 NIAC E64 10 12 nonpayment of premium, we will mail notice of I such notice to the address shown at least the w�M.,.ge�ia�ma. I�+itEY�ED 6?Af PrROJ®Br: tr{ fluk Mana9enmtOerculAide NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA A Head for Insurance. A Heart for Nonprofits. NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC) www. insurancefornonprofiits. org POLICY CHANGE THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMPANY: Nonprofits Insurance Alliance of California POLICY NUMBER: 2021-52013-UMB NAMED INSURED: Training and Research Foundation POLICY CHANGE EFFECTIVE: 09/10/2021 COVERAGE PART AFFECTED: COMMERCIAL UMBRELLA POLICY CHANGE #: 2 In consideration of an additional premium, this policy is hereby amended as follows: it is hereby agreed that form NIAC-UMB-NPO/2-99, item 3, is amended to read: $3,612 Item 4, LIMITS OF INSURANCE a. Each Occurrence (other than Directors' & Officers' Liability, Improper Sexual Conduct and Physical Abuse Liability, and Social Service Professional Liability) ........................................ $4,000,000 Each Wrongful Act - Directors' & Officers' Liability.................................................................. Excluded Each Occurrence - Improper Sexual Conduct Liability........................................................... $4,000,000 Each Occurrence - Social Service Professional Liability........................................................... $4,000,000 b. Products Completed Operations Aggregate [(where applicable)] .......................................... $4,000,000 c. General Aggregate............................................................................................................... $4,000,000 d. Aggregate Directors' & Officers' Liability................................................................................ Excluded e. Aggregate Improper Sexual Conduct Liability......................................................................... $4,000,000 f. Social Services Professional Liability Aggregate.................................................................... $4,000,000 Schedule A - Schedule of Underlying Insurance INSURER TYPE OF POLICY APPLICABLE LIMITS POLICY # APPLICABLE PERIOD (E) Improper Each Occurrence Limit ....................... $1,000,000 NIAC 7/1/2021 TO 7/1/2022 Sexual Conduct General Aggregate Limit ....................... $3,000,000 2021-52013-NPO Wi Alugm,nlDhtiw� flENeYID6MrRWmBr. Risk Mir,agemmtUmalAitle N ON PRORTS INSURANCE ALLIANCE OF CAMFORNIA A Head fur ;csurunc¢. A Neu, t Jar Nang: t fits. NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC) www.insuran cefomonprofits.org SCHEDULE A- SCHEDULE OF UNDERLYING INSURANCE POLICY NUMBER: 2021-52013-UMB CONTROL NUMBER: 52013 NAME OF INSURED: Training and Research Foundation TYPE OF POLICY APPLICABLE LIMITS INSURER APPLICABLE PERIOD POLI CY # (A) Automobile Bodily Injury and Property Damage NIAC 07/01/2021 to 07/01 /2022 Liability Combined Single Limit ........................................ $1,000,000 2021-52013 Business Uninsured/Underinsured Motorist ....................... N/A Auto (Does not indude:Terrorism Coverage - Certified Acts) (B) Commercial Each Occurrence Limit .................................. $1,000,000 NIAC 07101/2021 to 0710112022 General General Aggregate Limit ................................ $3,000,000 2021-52013 Liability Products/Completed Operations Aggregate Urni $3,000,000 Personal & Advertising Injury Limit .................... $1.000,000 Damage to Premises Rented to You .................... N/A (any one premises) (Includes Terrorism Coverage - Certified Acts) (C) Social Each Occurrence Limit ................................... $1,000.000 NIAC 07/01/2021 to 0710112022 Service Aggregate Limit ................................. $3.000,000 2021-52013 Professional Liability (Does not Include:Terrorism Coverage - Certified Acts) (D) Standard Coverage B - Employers Liability Workers Compensation & Employers Bodily Injury by Accident ..................................... NIA Each Accident Liability Bodily Injury by Disease ..................................... NIA Each Employee Bodily Injury by Disease ..................................... NIA Policy Limit (E) Improper Each Occurrence Limit ...................................... N1A Added by attached Sexual General Aggregate Limit ................................. N/A Conduct and endorsement. Physical Abuse (F) Directors' Each Wrongful Act Limit ................................. NIA And Aggregate Limit ................................................ N/A Officers' (G) Liquor Each Common Cause Limit ............................ $1,000,000 NIAC 07/01/2021 to 07101/2022 Liability Aggregate Limit ................................................ $1,000,000 2021-52013 (includes Terrorism Coverage - Certified Acts) (H) Employee Each Employee Benefits Aggregate Limit Liability $1,000,000 NIAC $3,000,000 2021-52013 (Indudes Terrorism Coverage - 07/01/2021 to 07/01/2022 Rli My g..dM M Ce ," 3 aenermcnrrgo Dft %u >?%itufar Rok M3 genet, ClmalXde NONPROFITS INSURANCE: �W.L�f¢Cr Ur ��l. e.IPa iL %ll, A "Je7rf;nr Wxvrap.cc-. A 14e4rt for Nonprofits. NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC) www.insurancefortionprofits.org POLICY CHANGE THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMPANY: Nonprofits Insurance Alliance of California POLICY NUMBER: 2021-52013-UMB NAMED INSURED: Training and Research Foundation POLICY CHANGE EFFECTIVE: 07/01/2021 COVERAGE PART AFFECTED: COMMERCIAL UMBRELLA POLICY CHANGE #: 1 This policy is hereby amended as follows: Schedule A- Schedule of Underlying Insurance (D) Standard Workers Compensation and Employers Liability: Insurer: State Compensation Insurance F Policy: 9300505-21 Applicable Period: 7/1/2021 to 7/1/2022 Applicable Limits: Bodily Injury by Accident 1,000,000 Each Accident Bodily Injury by Disease 1,000,000 Each Employee Bodily Injury by Disease 1,000,000 Policy Limit UMB62/05-13. Employers' Liability Follow Form is hereby added to the policy. UMB61/05-13. Employers' Liability Exclusion is hereby deleted From the policy. All other terms, limits and conditions remain the same. ADDITIONAL PREMIUM: $0 RETURN PREMIUM: $0 TOTAL PREMIUM: $0 w.trlaaw ��. flENEwFD6MPPRWtDBY: 09/13/2021 'fd.�, ^Ins iakuor AUTHORIZED SIGNATURE --=Wp eknt ge, )ta.i�fAde THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. EMPLOYERS' LIABILITY FOLLOWING FORM ENDORSEMENT This insurance does not apply to any liability for bodily injury, sickness, disease, disability or shock including death at any time resulting therefrom, and, if arising out of the foregoing, mental anguish or mental injury, sustained by: 1. An employee of the insured arising out of and in the course of employment by the insured; or 2. The spouse, child, parent, brother or sister of that employee as a consequence of (1) above; unless such liability is covered by valid and collectible underlying insurance as listed in the Schedule of Underlying Insurance for the full limit shown and then only for such liability for which coverage is afforded under the underlying insurance. 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