Loading...
HomeMy WebLinkAboutAMERICANS FOR THE ARTSj\SURANCE ON FILE LOrLu VIORK MAY PROCEED UNTIJ INS RAKCEE PIRES -CDR (0) CLERK OF COUNCIL CfVa ALt\0� AMERICANS fortheAR I S Tram Le Arts & Culture Specialist City of Santa Ana 20 Civic Center Plaza (M-25), 6th Floor Santa Ana, CA 92701 Dear Tram: N-2022-025 Arts&Economic Prosperity16 A Project of Americans for the Arts December 14, 2021 Thank you for expressing interest in joining Arts & Economic Prosperity® 6, Americans for the Arts' sixth national study of the economic impact of spending by nonprofit arts and cultural organizations and their audiences. It is our pleasure to invite the City of Santa Ana to join this study as an OFFICIAL LOCAL PARTNER. Please read this entire document. It includes an overview of the project, a detailed description of the responsibilities that we share, important contractual clauses, and a statement of agreement that warrants and represents that the person signing this Agreement has authority to bind the City of Santa Ana into this Agreement. Once this document is filled out entirely by a representative of the City of Santa Ana and signed by both parties, this will serve as a contract between Americans for the Arts and the City of Santa Ana for the period beginning on the date of signature and ending July 31, 2023. INTRODUCTION TO ARTS & ECONOMIC PROSPERITY 6 The purpose of this research study is to measure the economic impact of spending by the nation's nonprofit arts and cultural organizations and the event -related spending by their audiences during fiscal year 2022. This new study will build on our five previous national economic impact efforts (about fiscal years 1992, 2000, 2005, 2010, and 2015) to document in unprecedented scope and detail the key role played by the nonprofit arts industry in strengthening local and statewide economies. Our highly regarded research methodology has repeatedly proven to be credible and trustworthy. Legislators, business leaders, government officials, arts administrators, and the media regularly use our data to demonstrate the economic power that the arts and culture wield in their communities. During the past 25 years we have conducted more than 500 economic impact studies on communities across all 50 states and the District of Columbia --communities ranging in geography (Alaska to Florida to Maine to Hawaii), population (1,400 to 4 million), and population density (rural to large urban). We fully anticipate that the AEP6 study will once again be the largest and most comprehensive research effort of its kind ever conducted. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson((bartsusa.or-_). Alternatively. you may print/complete this document, scan/save it, and return it via email for approval. BENEFITS: WHY JOIN THIS STUDY AS A LOCAL PARTNER? The City of Santa Ana will receive valuable benefits and deliverables as a result of joining the Arts & Economic Prosperity 6 study as a local study partner, including: • A customized report on the unique economic impact findings for the City of Santa Ana. This detailed report will provide the impacts of direct spending by the universe of nonprofit arts and cultural organizations as well as the impacts of event -related expenditures made by arts/cultural audiences. It will also analyze the differences in spending between resident attendees and cultural tourists. The final report will be approximately 30 pages in length and will include descriptive text, data tables, quotes from selected elected officials and national business leaders, a glossary of economic impact terminology, a list of frequently asked questions (and their answers), and a thorough description of the study methodology. • *NEW for AEP6* Improved economic modeling techniques will provide deeper and more specific findings about the industries supported by —and the sources of government revenue generated by —the arts and cultural industry and its audiences. The ability to compare the detailed study findings for the City of Santa Ana with the study findings for all other participating local study partners. • Participation in Americans for the Arts' strategic national marketing and public relations campaign to release and promote the study findings, including validation of the findings from the national governing and service organizations that partner with Americans for the Arts to help public and private sector leaders understand the economic and social benefits that the arts bring to communities, states, and the nation. • *NEW for AEP6* The AEP6 Playbook, a calendar of prescribed monthly actions for each study partner to undertake during the study timeline (and beyond) in order to encourage participation and promote the findings. The Playbook will include templates, examples, and step-by-step instructions that will allow all of the study partners to take coordinated actions in communities throughout the country. • One staff member from the City of Santa Ana will receive an invitation to attend and participate in a complimentary one -day media training session to take place in June 2023 (as a precursor to the Americans for the Arts' annual convention). The media training session will be dedicated to the AEP6 study and attendance will be limited to study partners only. Travel expenses/registration fees are not included in this contract and will be the responsibility of the attendee. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson(@.artsusa.ore). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. CUSTOMIZATION FOR YOUR COMMUNITY As a local study partner, the City of Santa Ana will assist Americans for the Arts by collecting data from arts and cultural organizations as well as individual arts attendees in your community. These data will enable us to measure in 4 reliable and affordable manner the economic impact of the City of Santa Ana's nonprofit arts and cultural industry in terms of four key areas of the economy: 1. Full-time-equivalentjobs supported within the City of Santa Ana 2. Personal income paid to residents of the City of Santa Ana 3. Revenue generated for local governments in the City of Santa Ana 4. Revenue generated for the state govermnent There are two areas that we study: (1) the economic impact of spending by eligible arts and cultural organizations, and (2) the economic impact of event -related spending by their audiences. 1. Measuring the Impact of Spending by Arts and Cultural Organizations Expenditures by eligible arts, cultural, humanities, and heritage organizations provide a significant impact on the City of Santa Ana's economy. They are employers, producers, consumers, and key partners in marketing their communities and states. Spending by these organizations is far reaching; they pay their employees, purchase supplies, contract for services, and acquire assets. These actions, in turn, support jobs, create household income, and generate revenue to local and state governments. We will provide a detailed definition of which types of organizations, programs, agencies, and facilities are eligible to participate in the study (for profit businesses and individual artists are excluded from this study's methodology). 2. Measuring the impact of Event -Related Spending by Arts and Cultural Audiences Arts, cultural, humanities, and heritage organizations —unlike most industries —leverage significant amounts of event -related spending by their audiences, Arts events that take place in the City of Santa Ana generate attendance -related commerce for restaurants and bars and cafes, retail stores, hotels, parking garages, and more. Just like the dollars spent by arts acid cultural organizations, the event -related spending by their audiences supports jobs, creates household income, and generates revenue to local and state governments. In addition, our methodology analyzes audience data by ZIP code to differentiate spending by local attendees vs, cultural tourists. ARTS & ECONOMIC PROSPERITY'S ECONOMIC ANALYSIS The project researchers will build and customize an econometric input-output model to reflect the unique economy of the City of Santa Ana using the IMPLAN (Impact Analysis for Planning) economic impact assessment platform. An input-output model is a system of mathematical equations that combine statistical methods and economic theory in an area of study called econometrics. It is based on a matrix which tracks the dollar flows between finely detailed Industries within a community and allows researchers to determine the economic impact of local spending on jobs; household income, and government revenue. Input-output modeling is a widely accepted methodology has been the basis for two Nobel prizes in economics. The overall Arts & Economic Prosperity study methodology has been reviewed and approved previously by economists from Bank of America and by the White House Council of Economic Advisors. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson@artsusa.org). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. IMPLAN combines a set of extensive databases concerning economic factors (including wage, labor, and commerce data from local, state, and federal government sources) and demographic statistics with a highly retlned and detailed system of modeling software. The model accomplishes this by identifying direct impacts by sector, then developing a set of indirect and induced impacts by sector through the use of industry -specific multipliers, local purchase coefficients, income -to -output ratios, and other complex factors and relationships. The customized Input-output model will calculate the economic impact resulting from the direct expenditures made by the nonprofit arts and cultural organizations and their audiences, as well as the economic impact of those dollars as they are being re -spent within the City of Santa Ana's economy, How can a dollar be "re -spent?" Consider the example of a theater company that purchases a five -gallon bucket of paint from its local hardware store for $100—a very simple transaction at the outset, but one that initiates a complex sequence of income and spending by both individuals and other businesses. Following the paint purchase, the hardware store may use a portion of the $100 to pay the salesclerk who sold the bucket of paint, The salesclerk then respends some of the money for groceries; the grocery store uses some of the money to pay its cashier; the cashier then spends some of the money for rent; and so on. The hardware store also uses some of the $100 to purchase goods and services from other businesses, such as the local utility company, and then to buy a new bucket of paint from the paint factory to restock its shelf. Those businesses, in turn, respend the money they earned from the hardware store to buy goods and services from still other local businesses, and so on. Eventually, the last of the $100 is spent outside of the community. It is considered to have 'loaked' out of the community, and it no longer has a local economic impact. The total economic impact describes this full economic effect, starting with the theater's initial paint purchase and ending when the last of the $100 leaks out of local economy. It is composed of the direct economic impact (the effect of the initial expenditure by the theater), as well as the indirect and induced economic Impacts, which are the effects of the subsequent rounds of spending by businesses and individuals, respectively. Interestingly, a dollar ripples very differently through each community, which is why an input- output model will be customized specifically for the City of Santa Ana. TIIE REQUIREMENTS Of, STUDY PARTICIPATION This research study will employ a national -state -local partnership strategy —one that we have used successfully for more than 25 years. This means that both Americans for the Arts and the City of Santa Ana are required to accomplish certain tasks to ensure that the project is a success. It is also the primary reason that the project cost -sharing fee is so reasonable when compared to other sources of customized research with the same level of custornization. There are five primary requirements of each of our Arts & Economic Prosperity 6loeal study partners. Please consider their potential impact on the City of Santa Ana and your arts community. This contract is not considered complete and approved unless ALL FIVE REQUIREMENTS To request a web -based contract via DocuSign, contact Bert Davidson (bavidson@artsusa org). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. are completed and initialed. As you consider these requirements, it may be helpful to review the expected project timeline that can be found in Appendix A of this contract (Page 16). 1. Identify a Primary Project Contact Person Initial above The City of Santa Ana is required to name a project manager for the data collection effort. It could be you, a member of your staff, a member of your board/commission, or a volunteer. This person will act as a single point of contact for Americans for the Arts regarding the economic impact study. He/she will be responsible for the data collection effort being completed in an accurate and timely manner. Name of Primary Contact: TnanA L6 Job Title: Ar4-i Cs Lfi ,-eSor Qt_ Phone Number: (114) (,N4-5355 E-mail Address: T(G 5 C 54"4^ — «au. Orbs ' 6-1— 2. Provide a Comprehensive List of Eligible Organizations Initial above The City of Santa Ana is required to create as comprehensive a list as possible of all eligible nonprofit arts and cultural organizations that are located within the City of Santa Ana (i.e.. notjust its members or grantees). Each listing must include: i. Name of the eligible organization, program, or facility ii. Mailing address iii. City iv. State V. County/parish (not country) vi. Name of a single primary contact person vii. One valid e-mail address for the primary contact person listed above viii. An appropriate National Taxonomy of Exempt Entities code (the NTEE classification system lists the type of organizations that are eligible to be included in the AEP6 analysis). This list must be provided to Americans for the Arts as a Microsoft Excel spreadsheet. Detailed instructions for how to develop the comprehensive list of eligible organizations located in the City of Santa Ann will be provided in the AEP6 Study Welcome Packet that all study partners will receive in December 2021. Americans for the Arts will also provide a Microsoft Excel template to ensure delivery of the list in the required format. This list likely already exists. The vast majority of our past partners have used this study requirement as a method to clean and supplement their database. Additionally, most reported that they discovered a number of new eligible organizations that they did not know about previously. While we focus on "nonprofit' arts and cultural organizations, we know there are several types of organizations that play a substantial To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson(dartsusa oru). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. role in the cultural life of the community —ones whose primary Purpose is to promote participation in, appreciation for, and understanding of the visual, performing, folk, and media arts. These include government -owned or government -operated cultural facilities and institutions, municipal arts agencies and councils, private community arts organizations, unincorporated arts groups, living collections (such as zoos, aquariums, and botanical gardens), university presenters, and arts programs that are embedded under the umbrella of a uon-arts organization or facility (such as a community center or church), in short, if it displays the characteristics of a nonprofit arts and cultural organization and has an identifiable budget/attendance and leadership, study partners are encouraged to include them. Onlyfar profit businesses and Individual artists are acluded from this study. "' - 3. Assist with the Data Collection from Eligible Organizations lnirint above Americans for the Arts will provide a proprietary Arts & Economic Prosperity 6 Organizational Survey that will be distributed to all of the eligible arts and cultural organizations located in the City of Santa Ana. Detailed instructions for how to assist with the survey effort will be provided in the AEP6 Study Welcome Packet that all study partners will receive in December 2021, • The Organizational Survey will be distributed electronically via email to all eligible organizations using Americans for the Arts' customizable survey software and secure research server. This will be a paperless process. • The survey is designed to capture all of the key information that is required for this study's proprietary economic Impact analyses including revenues, expenditures, attendance, in -kind contributions, staffing, and volunteerism, To put as much daylight as possible between the survey findings and COV[D-19, the organizational survey will request information about each organization's fiscal year that will end during 2022 (organizations that have not closed their FY22 financials by the time they are completing the survey will be asked to provide estimates/projections). • The survey is programmed with logic in order to make the survey path as appropriate and seamless as possible for the responding organizations. Revenue and expense categories will be customized based on each responding organization's budget size and legal status (e.g., nonprofit vs. government). Respondents will be able to save their answers at any time and return at a later date to finish the survey. Based on testing, the comprehensive version of the survey will take no more than 20 minutes to complete. • Once the initial survey phase has been completed, we will activate an abbreviated version of the survey to all retraining non -participants. Based on testing, the abbreviated version of the survey will take no more than 7 minutes to complete. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson@,,artsusa.orn). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. f Finally, once the abbreviated phase has been completed, we will activate a "last-ditch" version of the survey that will include only four questions (total revenues, total expenditures, total attendance, and total volunteers/volunteer hours) in a final effort to include all eligible organizations in the study analysis. Based on testing, this final version of the survey will take no more than 2 minutes to complete. Once all data collection from eligible organizations is complete, Americans for the Arts will provide the City of Santa Ana with a status report that identifies the total operating budget and total attendance for each participating organization, the City of Santa Ana will review this status report and follow up with any participating organizations for which the numbers need to be confirmed. It is important to note that economic impact is based on the number of dollars spent in your community, and we want to capture as many of those dollars as possible. Each eligible organization located in the City of Santa Ana is important. We understand, however, that the full cooperation of your arts community may be unrealistic. It is likely that some of the eligible organizations in the City of Santa Ana will decline to participate in the Arts & Economic Prosperity 6 Organizational Survey. We neither anticipate nor expect a 100 percent response rate, For the purposes of the AEP6 study, an adequate participation rate can be characterized as having collected the required information from all of the large and mid -sized organizations on your list of eligible organizations (based on operating budget and/or total attendance), and as many of the smaller organizations as possible. REQUIREMENT: Upon completion of the entire web -based effort described above, it will be the responsibility of the City of Santa Ana to provide the information requested by the "last-ditch" version of the survey (Le„ total revenues, total expenditures, total attendance, and total voluntecrslvolunteer hours) for any major and mid -sized organizations that declined to participate in the survey process. Alternatively, this information may be available through a publicly -available secondary data source (e.g., , IRS Form 990s from GuideStar/Candid, or similar public database). We estimate that the City of Santa Ana will spend approximately 5 minutes per eligible organization. That estimate includes compiling and cleaning the list of eligible organizations located in the City of Santa Ana as well as following up with the organizations that decline to participate in the web - based survey. As an example, if there are 100 eligible organizations in the City of Santa Ana, we estimate that the City of Santa Ana's staff and volunteers will spend a combined total of approximately 8 hours on this task throughout calendar year 2022. This work will take place during September 2022 to February 2023, To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson@ ttsusa org), - Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 7 4. Collect at least 800 Audience -Intercept Surveys Initial above Americans for the Arts will provide a proprietary audience -intercept survey instrument that is designed to measure the dollars spent by audience members as a direct result of their attendance to arts and cultural events that take place in the City of Santa Ana. The City of Santa Ana is responsible for collecting a minimum of 800 of these surveys during calendar year 2022, These surveys will be gatliei•eiUcollected throughout Ilse entire year (Jamimy through December) and returned to Americans for the Arts on a quarterly basis,/hr processing, Detailed instructions for how to collect the audience -intercept surveys will be provided in the AEP6 Study Welcome Packet that all study partners will receive in December 2021. The surveys are required to be audience -intercept surveys (i.e., they must be collected on -site either during the event or upon the conclusion of the event). The audience surveys may not be taken home from the event, entailed to attendees of previously completed events, or otherwise completed off -site from the performance/event/exhibit being surveyed. Americans for the Arts will provide both a paper version of the survey as well as the link to an electronic version of the survey that can be used on a tablet computer such as an iPad. Up to half of the total sample of surveys tnay be collected electronically; at least one half must be collected using traditional paper surveys, In order to utilize the electronic version of the survey, the City of Santa Ana will be required to provide any necessary hardware (e.g., iPads or other tablet computers), as well as Internet access for the hardware (Le,, a data plan or W i-Fi at the facility where the surveys are being collected). Americans for the Arts will provide a link to an electronic version of the audience -intercept survey that is customized for the City of Santa Ana. Americans for the Arts will not be responsible for issues with Internet connectivity. The City of Santa Ana should always have paper surveys available to use as a backup method in case the electronic version of the survey is not successful at a given performance/event/exhibit. A comprehensive data collection protocol will be included in the Study Welcome Packet to help the City of Santa Ana select an appropriately broad range of events at which to survey and to provide instructions on how to collect the audience -intercept surveys as efficiently and effectively as possible. In short, we expect audience surveys to be collected at a broad range of events (both paid and free activities that range across a variety of artistic disciplines). ESTIMATE OF THE TIME REQUIREMENT FOR TASK 4: We estimate that the City of Santa Ana will spend two minutes per completed audience -intercept survey during calendar year 2022. That estimate includes selecting the events to be surveyed, organizing the staff/volunteers to undertake the surveying process, actually collecting the surveys from attendees, and then returning paper surveys to Americans for the Ails. Based on the quota of 800 audience -intercept surveys to be collected in the City of Santa Ana, we estimate that the City of Santa Ana's To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson r,artsusa.om). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. staff and volunteers will spend a combined total of approximately 27 hours on this task throughout calendar year 2022. 5. Pay the AEP6 Cost -Sharing Participation Fee Each Arts & Economic Prosperity 6 study partner is required to pay a subsidized participation fee. This cost -sharing fee is calculated based on a variety of factors including the size of the region being studied, the number of organizations that are eligible to be surveyed, the number of audience - intercept surveys that are required for analysis, the complexity of the econometric modeling that is required, and more. The fee is applied to the costs associated with project management, data entry, data cleaning and analysis, the economic modeling, and the design, production, and delivery of the final reports and other ancillary resources. In addition to this cost -sharing study participation fee required of the City of Santa Ana, it is important to note that this study for the City of Santa Ana is subsidized by a significant contribution by the Ruth Lilly Fund of Americans for the Arts. Finally, additional funding for this national study may be provided by other local, regional, state, and national partners and sponsors. CAREFULLY REVIEW AND COMPLETE THE NEXT PAGE (Page 10). I. Review the BASE PARTICIPATION FEE for the City of Santa Ana. 2. Select any ADDITIONAL OPPORTUNITIES that the City of Santa Ana chooses to add to this contract. Detailed descriptions of the additional opportunities can be found in Appendix B on Pages 17-20 of this contract. 3. Calculate the TOTAL CONTRACT FEE for the City of Santa Ana by adding together the Base Fee plus the fees associated with any selected additional opportunities. Write the Total Contract Fee in the space provided. 4. Choose the City of Santa Ana's preferred PAYMENT SCHEDULE. To request a web -based contract via DocuSign, contact Ben Davidson (bdavid.sontibartsusa.ore). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. A. REVIEW THE BASE STUDY PARTICIPATION FEE (required): Standard Cost -Sharing Fee for the City of Santa Ana $9,000 Metalic ship Discount Current membershio status =Non-Memberl — $0 Q BASE PARTICIPATION FEE for the AEP6 STUDY $9,000 B. SELECT ADDITIONAL OPPORTUNITIES (optional): Below is a list of additional opportunities that the City of Santa Ana may consider adding to this contract. Detailed descriptions of these opportunities can be found in Appendix B on Pages 17-20 of this contract. Ifthev are not included in this contract, it wig be possible to add any of these opportunities at a later date. ■ m Order a Customized Economic Impact Website Calculator $900 Order a Customized Analysis/Report for a Cultural District $2,400 Pre -Release "Readiness and Capacity Building" Tour Virtual presentations only Post -Release "On the Road to Prosperity" Tour Virtual presentations only In -Person visit to your community C. CALCULATE THE TOTAL CONTRACT FEE' (required): Total Contract Fee for the City of Santa Ana $1,200 $1,200 $1,950 D. CHOOSE A PAYMENT SCHEDULE (required): There are two payment options, one of which provides the opportunity to spread the cost - sharing participation fee across multiple fiscal years. ❑ Payment Option #I —Pay the contract fee in a lump sum. Americans for the Arts will send an invoice for the entire contract fee to the City of Santa Ana after the approval of this contract. Ibll Payment Option #2—Pay the project fee in three equal payments spread across three calendar years. Americans for the Arts will send an invoice for the first installment to the City of Santa Ana after the approval of this contract. • Americans for the Arts will send an invoice for the second installment to the City of Santa Ana on June I, 2022. Payment will be due by July 31, 2022. • Americans for the Arts will send an invoice for the final installment to the City of Santa Ana on June 1, 2023. Payment will be due by July 31, 2023. The Total Contract Fee is the Sum of the Base Participation Fee (Bullet A) Plus am Additional Opportunities (Bullet B) To request a web -based contract via DocuSign, contact Ben Davidson (bdavidsonur7r artsusa.org). .Alternatively, you may print/complete this document, scan/save it, acid return it via email for approval. 10 AMERICANS FOR THE ARTS' RESPONSIBILITIES AND REQUIREMENTS Americans for the Arts is committed to your success and the success of the Arts & Economic Prosperity 6 national study. We have developed a rigorous research methodology to measure the economic impact of the nonprofit arts and cultural industry —one that has repeatedly proven to be credible and valid. To increase the quality of the research and the impact of the findings, we have identified strategic national partners to support the project. For example, the U.S. Conference of Mayors and the National Association of Counties are two important partners that will amplify the research by publishing articles and disseminating reports to our nation's mayors and county commissioners. Specifically, Americans for the Arts will provide the City of Santa Ana with all of the following products and services: 1. Training, Technical Assistance, and Support We will provide easy -to -understand methodologies, training, step-by-step instructions, and technical assistance so you can effectively and efficiently complete the data collection requirements. We will provide written protocols on how to conduct the audience -intercept surveys as well as successful survey follow-up strategies for those organizations that decline to participate in the organizational survey. 2. Survey Instruments for both Organizations and Audiences We will provide a customized and logic -driven web -based survey instrument for eligible nonprofit arts and cultural organizations, and we will provide a proprietary survey instrument for the collection of information from attendees to arts and cultural events, These surveys have been designed in partnership with our project economists and tested in nearly 500 communities around the U.S. in fact, Americans for the Arts has successfully collected more than 400,000 audience -intercept surveys from cultural attendees during the past 20 years, 3. Data Entry, Data Cleaning, Authentication, Tabulation, and Analysis Upon receipt of the completed surveys from both. organizations and audiences we will computerize, clean, authenticate, and tabulate the survey data for analysis in our economic model. 4. State -of -the -Art Econometric Analysis Input-output analysis will be used to determine the economic impact of the nonprofit arts and cultural industry. An input-output model is a series of mathematicat equations that combine economic theory and statistical methods to determine how the spending impacts localjobs, household income, and government revenue, We will customize an input-output model specifically for the City of Santa Ana. 5. Customized Deliverables for the City of Santa Ana In May 2023, Americans for the Arts will deliver the following products to the City of Santa Ana. All products will be delivered electronically using a private and secure web -based download folder, • A customized final report on the economic impact findings for the City of Santa Ana (approximately 30 pages). This easy -to -use report To request a web -based contract via DocuSign; contact Ben Davidson (bdavidson@artsusa off). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 11 will describe the economic impact of the spending by nonprofit arts and cultural organizations and the induced spending by their audiences using both data tables and text. It will also include a description of the project methodology, frequently asked questions, frequently used terms, and quotes from elected officials and national business leaders. Finally, it will include an analysis of the demographic characteristics of the City of Santa Ana's cultural audiences. This report will be delivered as a Microsoft Word document, providing the opportunity for the City of Santa Ana to customize the report with quotes from its own local and state leaders. • Both a two -page summary and a one -page flyer of the customized findings for the City of Santa Ana. • The AEP6 Playbook, a calendar of prescribed monthly actions for each study partner to undertake throughout the study (and beyond) in order to encourage participation and/or promote the findings. • An invitation for one staff member to attend and participate in a complimentary one -day media training session to take place in June 2022 (as a precursor to the Americans for the Arts' annual convention). • Our Arts & Economic Prosperity 6 national report including the national findings, a description of the study background and methodology, and approximately 500 pages of detailed data tables listing the itemized findings for all participating cities, counties, multi -county regions, and states. • Our summary report of the national findings with background and methodology (approximately 20 pages). • Our four -fold brochure highlighting the national findings. • Our customizable PowerPoint presentation of the national findings with talking points and quotes from influential public and private sector leaders Oust drop in the results for the City of Santa Ana and you will be ready to meet with your community's leaders!). • A sample press release for use in preparing a customized release for your local and state media outlets. • The AEP6 Messaging TooHdt, a "how-to" guide to the effective use of your economic impact findings that is based on the suggestions, recommendations, and best practices of previous study partners. IMPORTANT NOTE: All project materials will be delivered digitally. All printing and production requirements are the responsibility of the City of Santa Ana and its local community partners/sponsors, if applicable. 6. Local and National Visibility and Advocacy Americans for the Arts will publicize the results of the national study and provide national and local visibility for your state and any participating local arts agencies. We will coordinate the release of all local and statewide study partners, providing the City of Santa Ana with the opportunity to capitalize on our national media messages. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidsonaartsusa.org). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 12 CONTRACTUAL CLAUSES • Arts & Economic Prosperity® is a registered trademark of Americans for the Arts. • The Organizational Survey and Audience -Intercept Survey and economic impact modeling techniques are proprietary and will remain the sole property of Americans for the Arts. The final report and other customized deliverables provided to the City of Santa Ana are based on data or materials owned by Americans for the Arts and will remain the sole property of Americans for the Arts. • The City of Santa Ana shall be granted a perpetual, royalty -free license to utilize the findings from the study and the customized deliverables provided to the City of Santa Ana for the purposes of evaluating, supporting, and advocating for arts and cultural programming within the City of Santa Ana. • The City of Santa Ana shall be granted perpetual, royalty -free license to disseminate the results from this Arts & Economic Prosperity 6 economic impact study and is required to credit Americans for the Arts as the source of the analysis and findings in each instance. • Americans for the Arts will retain all copyright to the finished products of Arts & Economic Prosperity 6 that are delivered to the the City of Santa Ana by Americans for the Arts. • Americans for the Arts will retain the rights to use all completed Organizational Expenditure Survey raw data, Audience Expenditure Survey raw data, data analysis, and customized findings in connection with the work of Americans for the Arts in furtherance of its nonprofit mission. • The raw Organizational Survey data collected from eligible nonprofit arts and cultural organizations that are located in the City of Santa Ana for the purpose of their participation in the Arts & Economic Prosperity 6 study will be considered sensitive. This data will be collected by and stored on Americans for the Arts' secure survey research database. This data will not be shared with other study partners, the press, or the public without written consent from the City of Santa Ana. • The City of Santa Ana is prohibited from changing the title of the study to anything other than Arts & Economic Prosperity 6: The Economic lnrpact ofiVonproftt Arts and Cultural Organizations and Their Audiences in the City of Santa Ana. This title must appear in all print and online materials that are generated to promote and market the study including without limitation media releases, brochures, flyers, posters, handbills, web sites, web buttons, widgets, blogs, e- blasts, newsletters, or any other materials distributed to or seen by the public. • The City of Santa Ana is required to credit Americans for the Arts as the source of the analysis and findings from the Arts & Economic Prosperity 6 study in all print and online materials that reference the study. • The City of Santa Ana is required to include the Americans for the Arts logo in all print and online materials that reference the Arts & Economic Prosperity 6 study. Americans for the Arts will provide logo files appropriate for use online and in print to study partners. Initial above To request a web -based contract via DocuSign, contact Ben Davidson (bdavidsonrcat artsusa.ore). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 13 CONTRACTUAL CLAUSES (continued) • Americans for the Arts will deliver the final report for the City of Santa Ana in an editable Microsoft Word format. The City of Santa Ana is prohibited from modifying the data findings in any way. The City of Santa Ana may, however, make edits and additions to the Acknowledgments section of the report, add an introduction page written by a representative of the City of Santa Ana, and add additional pull -quotes (or replace national pull -quotes with pall -quotes from local or statewide leaders). • The City of Santa Ana is prohibited from modifying the existing design of the final report that is delivered by Americans for the Arts. The City of Santa Ana may, however, create an entirely new report design that incorporates different covers and different imagery. If a new design is created, the title must not be changed, and the Americans for the Arts logo most be displayed. • Either party may terminate this arrangement for good reason and in reasonable judgment. • Americans for the Arts and the City of Santa Ana do not intend to establish, and in fact do not hereby establish a partnership, joint venture, or agency relationship. Each party is responsible for the consequences of its own actions. Initial above To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson(2artsusa.org). Alternatively, you may print/complete this document, scan/save it, and rerun it via email for approval. 14 N-2022-025 STATEMENT OF AGREEMENT For Americans for the Arts On behalf of Americans for the Arts, I look forward to our partnership on Arts and Economic Prosperity 6: The Economic Impact of Nonprofit Arts and Cultural Organizations and Their Audiences in the City of Santa Ana. We agree to comply with all of our requirements set forth herein. Name: Benjamin Davidson Signature: a TJCw �GG26/L Title: Senior Director of Research Services Date: January 4, 2022 For the City of Santa Ana The City of Santa Ana acknowledges that we have retained a copy of this Letter of Agreement. We agree to comply with all of our requirements set forth herein. I acknowledge that this contract is the sole governing agreement for these services. I confirm that I am authorized to execute and am executing this document on behalf of the City of Santa Ana and in so doing legally bind the City of Santa Ana. Name: ,t),Q,rt r)Qry60Z4 Signature: � N4- , Title: &EtW4 l.i} ,ktzj�u Date: l2 - i t - z o IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: DAISY GOMEZ Clerk of the Council CITY OF SANTA ANA KRIST G� City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: �r Ryan O. Hp' dge Assistant City Attorney To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson,a'artsusa.ora—). Alternatively, you may prinucomplete this document, scanisave it, and return it via email for approval. 15 Arts&Economic Prosperity% A Nq,d of Am.Hl.n, fo, the Arts APPENDIX A: THE EXPECTED ARTS & ECONOMIC PROSPERITY 6 PROJECT TIMELINE DUE DATF. RESPONSIBLE PARTV TASK REQUIRED Your signed project contract is due to Americans for the Arts Spring/Summer (via DocuSign). The initial payment of one third of the cost- 202 1 Study Partners sharing participation fee is due to Americans for the Arts upon approval of the signed contract —we can be flexible with the payment schedule. Caerrtwls are mmilaNe rmw. The Study Welcome Packet is mailed to you. It will include December 2021 Americans for the Arts the survey instruments, the derailed instructions for the data collection effort, and methodology/background. The audience -intercept surveying commences at arts and 01-01-2022 Study Partners cultural events taking place in your study region using the Audience Expenditure Survey. 04-15-2022 Study Partners The first quarterly batch of Audience Expenditure Surveys is due to Americans for the Arts. 07-15-2022 Study Partners The second quarterly batch of Audience Intercept Surveys is due to Americans for the Arts. 07-31-2022 Study Partners Second payment of one third of the cost -sharing participation fee is due to Americans for the Arts. The comprehensive list of all eligible nonprofit arts and 07-31-2022 Study Partners cultural organizations located in your study region is due to Americans for the Arts. The comprehensive Organizational Expenditure Survey is 09-15-2022 Americans for the Arts disseminated to all eligible nonprofit arts and cultural organizations in your study region via Americans for the Arts' secure web -based survey platform. I0-15-2022 Study Partners The third quarterly batch of Audience Expenditure Surveys is due to Americans for the Arts. The deadline for the comprehensive Organizational 103 t-2022 Americans for the Arts Expenditure Survey to be submitted to Americans for the Art. The abbreviated version of the Organizational Expenditure Survey is distributed to organizations that did not respond. The deadline for the abbreviated version of the 12-01-2022 Study Partners Organizational Expenditure Survey to be submitted by eligible nonprofit arts and cultural organizations. Initiation of the targeted follow-up efforts with non -responders. 01-15-2023 Study Partners The fourth and final quarterly batch of Audience Expenditure Surveys is due to Americans for the Arts. The finat deadline for completion of the data collection effort 02-15-2023 Study Partners from the eligible nonprofit arts and cultural organizations located in your study region. 02-15-2023 Americans for the Arts Data entry of all audience survey data is completed. 03-3 L-2023 Americans for the Arts Data analysis and input-output modeling is completed. 05-31-2023 Americans for the Arts Americans for the Arts sends a private URL to download your customized Final report and other project materials. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidsontawartsusa.org). Alternatively, you may printleomptete this document, scan/save it, and return it via email for approval. 16 APPENDIX B: DETAILED DESCRIPTIONS OF THE ADDITIONAL OPPORTUNITIES Americans for the Arts is pleased to offer the following "add -on" opportunities to our AEP6 local partners. Taken together, they are designed to increase the effectiveness of the City of Santa Ana's participation in this national economic impact study. These opportunities are not part of the base study participation fee, and therefore they each require an additional fee. A. The PRE -Study "Readiness & Capacity Building" Tour ($1,950) *NEW FOR AEP6* Readiness is defined as a state of preparedness of persons, systems, or organizations to meet a situation and carry out a planned sequence of actions. This opportunity is designed to help AEP6 study partners "hit the ground running" upon receipt of their reports, enabling them to share and leverage the findings as broadly and as effectively as possible. The better the study partners understand their localized data, how to talk about it, and how to deliver its messages —to local government, business, community, and arts leaders —the greater impact of the study on the community and arts funding. Some communities that have participated in previous Arts & Economic Prosperity studies may already be thinking about new ways to energize their arts community for the upcoming AEP6 study (to make AEP6 the most successful study yet). First time partners may be wondering where to begin. The "Readiness & Capacity Building" Tour —new for AEP6—is designed to provide support to partners in each scenario. During 2021 and 2022 (i.e., before and during the data collection process for the AEP6 study), Randy Cohen, Vice President of Research and Policy, will embark on a series of visits to our study partner communities. For an additional speaker fee of $1,950, Randy Cohen will travel to the City of Santa Ana for up to 48 hours. He will participate in any and all meetings and presentations regarding the economic impact study that are arranged to take place during his visit. Successful activities can include: • A formal announcement of the City of Santa Ana's participation in the national Arts & Economic Prosperity 6 study (e.g., press conference, brunch or luncheon presentation, or cocktail reception) • Meeting(s) with eligible arts and cultural organizations including a training on the data collection process and encouragement to participate • A briefing with your board or commission members and/or funders on the value of the study and what to expect when the findings are released • A meeting with elected leader(s) to whet their appetite and explain how the economic impact data can be used to supplement other research that supports investment in the arts • Presentations and discussions with other important stakeholder groups (e.g., Chamber of Commerce, economic and community development agencies, etc.) • Meetings with newspaper editorial board • Newpaper, radio, and/or television interviews To request a web -based contract via DocuSign, contact Ben Davidson (bdavidson{aartsusa.ore). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 17 He will coordinate his schedule in the manner that meets local needs and makes the most sense from a travel perspective, He would work directly with the City of Santa Ana to schedule his visit. He has good success accommodating preferred dates, but an alternative date is sometimes necessary. He will book his schedule on a "first come, first served" basis and according to his availability, By adding the Readiness and Capacity -Building Tour to this AEP6 project contract, the City of Santa Ana agrees to the following responsibilities: • The City of Santa Ana will schedule and plait all meetings and activities to take place during Randy's visit to the City of Santa Ana, Randy can provide coaching, guidance, and suggestions. • The City of Santa Ana agrees to pay the Readiness & Capacity Building speaker fee of $1,950 as part of this contract. • In addition, the City of Santa Ana agrees to reimburse Americans for the Arts for all applicable travel expenses incurred as a result of Randy Cohen's visit (e.g., airfare, rental car, lodging, meals). Americans for the Arts will issue an invoice to the City of Santa Ana for these travel -rotated expenses upon completion of the trip, o if you prefer, it maybe possible for the City of Santa Ana to organize Randy's travel with his approval and pay the associated costs directly. • The City of Santa Ana agrees to share all available photographs, video footage, and media attention from Randy's visit with Americans for the Arts. In addition, Americans for the Arts may request that the City of Santa Ana write and submit a post for our ArtsBlog providing a local account of the meetings and presentations. B. The POST -Study "On the Road to Prosperity" Tour ($1,950) The findings for the Arts & Economic Prosperity 6 national economic impact study — including your customized findings for the City of Santa Ana —will be embargoed until the national findings are released during the June 2023 Americans for the Arts Annual Convention. Following the convention, Randy Cohen, Vice President of Research and Policy, will once again embark on a series of visits to our study partner communities in order to participate in the release of their customized local, regional, and/or statewide findings. These visits, collectively, will make up the "On the Road to Prosperity" Tour. During the first seven months following the AEP5 release in June 2017, Randy visited more than 75 AEP5 partner communities. The partners who Randy visited told us that it was invaluable to have Randy there to answer the tough questions and provide the national perspective. Below is a sample of the feedback received: "Randy helped us use the AEP5 study to engage with our business community and local government in ways we had not been able to previously." "Randy's visit improved our relationship with our city and county governments," "Randy's presence strengthened our position as a community leader in regional economic development dialogue, and as a result we expanded our reach with stakeholders and future partners." To request a wob-based contract via DocuSign, contact Ben Davidson (bdavidson@artsusa org). Alternatively, you may print/complete this document, scan/save it, and return it via email for approval. 18 "Randy's energy is contagious, and he does a marvelous job connecting with various audiencesl" For an additional speaker fee of $1,950, Randy Cohen will travel to the City of Santa Ana for up to 24 hours, He will participate in any and all meetings and presentations regarding the economic impact study that are arranged to take place during his visit. Successful activities from his previous economic impact visits have included: • A formal announcement of the study findings for the City of Santa Ana (e,g., press conference, brunch or luncheon presentation, or cocktail reception) • A study briefing with your board or commission members and/or funders • A meeting with elected leader(s) • Presentations to other stakeholder groups (e.g., Chamber of Commerce, economic and community development agencies, etc.) • Meetings with newspaper editorial board • Nwwpaper, radio, and/or television interviews • A advocacy presentation to arts organizations to explain the study and how the findings can be used to support the arts in the City of Santa Ana We anticipate that Randy will visit more than 75 AEP6 communities during the summer and fall of 2023 (and beyond). He will coordinate his schedule in the manner that meets local needs and makes the most sense from a travel perspective, He would work directly with the City of Santa Ana to schedule his visit. He has good success accommodating preferred dates, but an alternative date is sometimes necessary, He will book his schedule on a "first come, first served" basis and according to his availability. By adding the On the Road to Prosperity Tour to this AEP6 project contract, the City of Santa Ana agrees to the following responsibilities: • 'rho City of Santa Ana will schedule and plan all meetings and activities to take place during Randy's visit to the City of Santa Ana. Randy can provide guidance and suggestions. • The City of Santa Ana agrees to pay the On the Road to Prosperity Tour speaker fee of $1,950 as part of this contract. • In addition, the City of Santa Ana agrees to reimburse Americans for the Arts for all applicable travel expenses incurred as a result of Randy Cohen's visit (e.g., airfare, rental car, lodging, meals). Americans for the Arts will Issue an invoice to the City of Santa Ana for these travel -related expenses upon completion of the trip, o If you prefer, it maybe possible for the City of Santa Ana to organize Randy's travel with his approval and pay the associated costs directly. ■ The City of Santa Ana agrees to share all available photographs, video footage, and media attention from Randy's visit with Americans for the Arts. In addition, Americans for the Arts may request that the City of Santa Ana write and submit a post for our ArtsBlog providing a local account of the meetings and presentations. To request a web -based contract via DocuSign, contact Ben Davidson (bdavidsou@artsasa.org). Alternatively, you may prim1complete this document, scan/save It, and return it via email for approval. 19 C. Order an Economic Impact Calculator for your Website ($900) Our Arts & Economic Prosperity 6 final report for the City of Santa Ana will include a "Calculator" chapter that provides step-by-step instructions for calculating the economic impact of any individual organization (or group of organizations). For an additional fee of $900, Americans for the Arts will deliver to the City of Santa Ana a customized online economic impact calculator based on the study findings for the City of Santa Ana. The calculator will be hosted on an Americans for the Arts web server. A link will be provided to the City of Santa Ana that can be placed on any website or in any electronic or printed materials. It will be branded with the logo for the City of Santa Ana, The calculator will be based on the input-output model that our project economist will customize specifically for the City of Santa Ana, allowing any Individual organization or group of organizations located in the City of Santa Ana to generate an accurate estimate of their economic impact. The online calculator can also be used by the City of Santa Ana to generate updated impact estimates in the years that immediately follow the publication of the AEP6 study (our economic impact models have a shelf life of approximately five years). D. Order a Customized Analysis/Report for a Cultural District ($2,400) Cultural districts are defined as well -recognized, labeled areas within a local community in which a high concentration of cultural facilities and programs serve as the main anchor of attraction. They help strengthen local economies, create an enhanced sense of place, and deepen local cultural capacity. For an additional fee of $2,400, Americans for the Arts will deliver to the City of Santa Ana a separate customized final report on the economic impact of a cultural district located in the City of Santa Ana (if applicable). This analysis will be based on the organizational and audience data that are collected from organizations and events that are located within the defined perimeter of the cultural district. The City of Santa Ana will be responsible for identifying the organizations that should be included in this separate cultural district analysis, Additionally, audience surveys will need to be coded specifically to identify that they were collected from events that occurred within the cultural district. Finally, a modest oversample of audience surveys may be required from events that take place within the cultural district. To request a web -based contract via Docu5ign, contact Ben Davidson (bdavidson(rdarlsusa.org). Alternatively, you may print/complete this document, scats/save it, and return it via email for approval. 20 Tori Pierson og'e:20 01261L5424e0'00' ACU �® CERTIFICATE OF LIABILITY INSURANCE DATE(MMz02) 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 endoreement(s). PRODUCER CONTACT Diane Bamiem NAME: AssuredPartners of New Jersey LLC PHONE (732) 574-8000 F^X (732) 574-8001 A/C No E,d: A/C No: 20 Commerce Drivel Suite 200 -MAIL Diane.Barriero@assuredpartners.com ADORES: INSURERS AFFORDING COVERAGE NAIC 0 Cranford NJ 07016 IN$URERA: Massachusetts Bay Insurance Co 22306 INSURED INSURER B: Hanover Insurance Company 22292 Americans For The Arts INSURERC: Harford Mutual Insurance Company 14141 1000 Vermont Avenue NW INSURER D : 6th Floor INSURER E Washington DC 20005 1 INSURER F: COVERAGES CERTIFICATE NUMBER: CL2142733635 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 Um TYPE OF INSURANCE AUULhUBR INSD We POLICYNUMBER POLICYIEFF MMIDDIYYYY POLICYEXP MMIDDIYYYY LIMITS x COMMERCIAL GENERAL LIABILITY CLAIMS.MAOE 19 OCCUR EACH OCCURRENCE $ 1,000,000 PREMISES Ea occummce $ 100,000 MED EXP (Any one person) $ 10,000 PERSONAL$ADV INJURY $ 1,000,000 A Y ZDY 906496311 04/06/2021 04/06/2022 GENLAGGREGATE LIMITAPPLIES PER: POLICY JEQ [g LOC GENERALAGGREGATE $ 2,000,000 PRODUCTS - COMP/OPAGG $ Included $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ 1,000.000 BODILY INJURY (Per person) $ ANY AUTO I{ OWNED SCHEDULED AUTOS ONLY AUTOS ZDY 906496311 04/06/2021 04/06/2022 BODILY INJURY (Per accident) $ x HIRED NON -OWNED AUTOS ONLY H AUTOS ONLY PROPERTY DAMAGE Peraccident $ X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 5,000,000 AGGREGATE $ 5,000.000 B Ezcess LIAB CLAIMS -MADE Y UHY D56416904 04/06/2021 04/06/2022 DED X RETENTION $ 0 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YINSTATUTE ANY PROPRIETORMARTNEWEXECUTIVE OFFICEWMEMBER EXCLUDED? El (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N/A Y 10 WEC ALOWID 04/O6/2021 0410fiI2022 PER I I OTH- Eft E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space Is required) Cityof Santa Ana, its officers, employees, agents, and representatives are Included as Additional Insured where required by written contract as respects General Liability and Umbrella Liability, per the attached endorsements subject to the policies'tenns, conditions, and exclusions. General Liability coverage is provided on a primary and non contributory basis. A Waiver of Subrogation applies to the Workers Compensation coverage. 30 Days Notice of Cancellation, except 10 days for Non -Payment of Premium applies City of Santa Ana 20 Civic Center Plaza Santa Ana 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 PROVISIONS. AUTHORIZED REPRESENTATIVE CA 92702 I ,J / W ' Rb4Mmigg ernmlwtlnn ©1988.2015 ACORD COE k e The ACORD name and logo are registered marks of ACORD 7au pcatdrt Rbk Managemmr Umml Pide ZDY 9064963 11 4107334 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL GENERAL LIABILITY BROADENING ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SUMMARY OF COVERAGES 1. Additional Insured by Contract, Agreement or Permit Included 2. Additional Insured — Primary and Non -Contributory Included 3. Blanket Waiver of Subrogation Included 4. Bodily Injury Redefined Included 5. Broad Form Property Damage — Borrowed Equipment, Customers Goods & Use of Elevators Included 6. Knowledge of Occurrence Included 7. Liberalization Clause Included 8. Medical Payments —Extended Reporting Period Included 9. Newly Acquired or Formed Organizations - Covered until end of policy period Included 10. Non -owned Watercraft 51 ft. 11. Supplementary Payments Increased Limits - Bail Bonds $2,500 - Loss of Earnings $1000 12. Unintentional Failure to Disclose Hazards Included 13. Unintentional Failure to Notify Included This endorsement amends coverages provided under the Commercial General Liability Coverage Part through new coverages, higher limits and broader coverage grants. 1. Additional Insured by Contract, Agreement or Permit The following is added to SECTION II — WHO IS AN INSURED: Additional Insured by Contract, Agreement or Permit a. Any person or organization with whom you agreed in a written contract, written agreement or permit that such person or organization to AA dd't' I ' d 1' (1) "Your work" for the additional insured(s) designated in the contract, agreement or permit; (2) Premises you own, rent, lease or occupy; or (3) Your maintenance, operation or use of equipment leased to you. b. The insurance afforded to such additional insured described above: a an a I Iona Insure on your po Icy is an (1) Only applies to the extent permitted by additional insured only with respect to liability law; and for "bodily injury", "property damage", or "personal and advertising injury" caused, in (2) Will not be broader than the insurance whole or in part, by your acts or omissions, or which you are required by the contract, the acts or omissions of those acting on your agreement or perr Rbklvlg�D> additional insured. behalf, but only with respect to: ReneomcRrRw®9. $ %u �resaae - �Rhk Mamgcmmflrncal Aitle ' 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. ZDY 9064963 11 4107334 (3) Applies on a primary basis if that is required by the written contract, written agreement or permit. (4) Will not be broader than coverage provided to any other insured. (5) Does not apply if the "bodily injury", "property damage" or "personal and advertising injury" is otherwise excluded from coverage under this Coverage Part, including any endorsements thereto. c. This provision does not apply: (1) Unless the written contract or written agreement was executed or permit was issued prior to the "bodily injury", "property advertising injury" involved the rendering of or failure to render any professional services by or for you. d. 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 for a covered claim is the lesser of the amount of insurance: 1. Required by the contract, agreement or permit described in Paragraph a.; or 2. Available under the applicable Limits of Insurance shown in the Declarations. damage , or personal Injury and This endorsement shall not increase the advertising injury". applicable Limits of Insurance shown in the (2) To any person or organization included as Declarations. an insured by another endorsement 2. Additional Insured — Primary and Non - issued by us and made part of this Contributory Coverage Part. The following is added to SECTION I — (3) To any lessor of equipment: COMMERCIAL GENERAL LIABILITY (a) After the equipment lease expires; or CONDITIONS, Paragraph 4. Other insurance: (b) If the "bodily injury", "property Additional Insured — Primary and Non - damage", "personal and advertising Contributory injury' arises out of sole negligence of If you agree in a written contract, written the lessor agreement or permit that the insurance provided to (4) To any: any person or organization included as an (a) Owners or other interests from. whom Additional Insured under SECTION If — WHO IS land has been leased which takes AN INSURED, is primary and non-contributory, place after the lease for the land ex- the following applies: pires; or If other valid and collectible insurance is available (b) Managers or lessors of premises if: to the Additional Insured for a loss covered under Coverages A or B of this Coverage Part, our (1) The occurrence takes place after obligations are limited as follows: you cease to be a tenant in that premises; or a. Primary Insurance (ii) The "bodily injury", "property This insurance is primary to other insurance damage", "personal injury" or that is available to the Additional Insured "advertising injury" arises out of which covers the structural alterations, new con- Additional Insured as a Named Insured. We struction or demolition operations will not seek contribution from any other performed by or on behalf of the insurance available to the Additional Insured manager or lessor. except: (5) To "bodily injury", "property damage" or (1) For the sole negligence of the Additional "personal and advertising injury" arising Insured; out of the rendering of or the failure to (2) When the Additional Insured is an render any professional services. Additional Insured under another primary This exclusion applies even if the claims liability policy; or against any insured allege negligence or (3) when b. below applies. other wrongdoing in the supervision, hiring, employment, training or monitoring If this insurance is primary, our obligations are of others by that insured, if the not affected unless any of the other insurance "occurrence" which caused the "bodily is also primary. Then, injury" or "property damage" or the offense that other insurance bt ®which W caused the "personal and in c. below. 7uu Fmr.,o.r aex mniwye„nn um�i aa� 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. ZDY 9064963 11 4107334 b. Excess Insurance (1) This insurance is excess over 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 insurance for premises rented to the Additional Insured or temporarily occupied by the Additional Insured with permission of the owner; (c) That is insurance purchased by the Additional Insured to cover the Additional Insured's liability as a tenant for "property damage" to premises rented to the Additional Insured or temporarily occupied by the Additional 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 INURY AND PROPERTY DAMAGE LIABILITY. (2) When this insurance is excess, we will have no duty under Coverages A or B to defend the insured against any "suit" if any other insurer has a duty to defend the insured against that "suit". If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. (3) 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. 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 3. Blanket Waiver of Subrogation The following is added to SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us: We waive any right of recovery we may have against any person or organization with whom you have a written contract that requires such waiver because of payments we make for damage under this coverage form. The damage must arise out of your activities under a written contract with that person or organization. This waiver applies only to the extent that subrogation is waived under a written contract executed prior to the "occurrence" or offense giving rise to such payments. 4. Bodily Injury Redefined SECTION V — DEFINITIONS, Definition 3. "bodily injury" is replaced by the following: 3. "Bodily injury" means bodily injury, sickness or disease sustained by a person including death resulting from any of these at any time. "Bodily injury" includes mental anguish or other mental injury resulting from "bodily injury". 5. Broad Form Property Damage — Borrowed Equipment, Customers Goods, Use of Elevators a. SECTION I —COVERAGES, COVERAGE A— BODILIY INJURY AND PROPERTY DAMAGE LIABILITY, Paragraph 2. Exclusions subparagraph j. is amended as follows: Paragraph (4) does not apply to "property damage" to borrowed equipment while at a jobsite and not being used to perform operations. We will share the remaining loss, if any, Paragraphs (3), (4) and (6) do not apply to with any other insurance that is not "property damage" to "customers goods" while described in this Excess Insurance on your premises nor do they apply to the use provision and was not bought specifically of elevators at premises you own, rent, lease to apply in excess of the Limits of or occupy. Insurance shown in the Declarations of b. The following is added to SECTION V this Coverage Part. DEFINTIONS: c. Method Of Sharing 24. "Customers goody" If all of the other insurance permits your customer on ^^^^ ^wyeeg contribution by equal shares, we will follow this purpose of being: . IRvleomsArm By: method also. Under this approach each �,j'7eu puWo« MWgukM age tamrlAde 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. EXTENDED OPTIONS 1. Employers' Liability Insurance 4. Foreign Voluntary Compensation and Employers' Item 3.13. of the Information Page is replaced by Liability Reimbursement the following: A. How This Reimbursement Applies B. Employers' Liability Insurance: This reimbursement provision applies to bodily 1. Part Two of the policy applies to work in injury by accident or bodily injury by disease. each state listed in Item 3.A. Bodily injury includes resulting death. 1. The bodily injury must be sustained by an The Limits of Liability under Part Two are officer or employee. the higher of: 2. The bodily injury must occur in the course of employment necessary or incidental to work Bodily Injury in a country not listed in Exclusion C.1. of this by Accident $500,000 Each Accident provision. 3. Bodily injury by accident must occur during Bodily Injury the policy period. by Disease $500,000 Policy Limit 4. Bodily injury by disease must be caused or aggravated by the conditions of your Bodily Injury employment. The officer or employee's last by Disease $500,000 Each Employee exposure to those conditions of your employment must occur during the policy OR period. B. We Will Reimburse 2. The amount shown in the Information We will reimburse you for all amounts paid by Page you whether such amounts are: This provision 1 of EXTENDED OPTIONS does 1. voluntary payments for the benefits that not apply in New York because the Limits Of Our would be required of you if you and your Liability are unlimited. officers or employees were subject to any In this provision the limits are changed from workers' compensation law of the state of $500,000 to $1,000,000 in California. hire of the individual employee. 2. Unintentional Failure to Disclose Hazards 2. sums to which Part Two (Employers' Liability If you unintentionally should fail to disclose all Insurance) would apply if the Country of existing hazards at the inception date of your Employment were shown in Item 3.A. of the policy, we shall not deny coverage under this Information Page. policy because of such failure. C. Exclusions 3. Waiver of Our Right To Recover From Others This insurance does not cover: A. We have the right to recover our payments 1. any occurrences in the United States, from anyone liable for an injury covered by Canada, and any country or jurisdiction this policy. We will not enforce our right which is the subject of trade or economic against any person or organization for whom sanctions imposed by the laws or regulations you perform work under a written contract of the United States of America in effect as of that requires you to obtain this agreement the inception date of this policy. from us. 2. any obligation imposed by a workers' This agreement shall not operate directly or compensation or occupational disease law, indirectly to benefit anyone not named in the or similar law. agreement. 3. bodily injury intentionally caused or B. This provision 3. does not apply in the states aggravated by you. of Pennsylvania and Utah. w.twb g�„raan Sr. %u �icTdex RUN NM,wge�tamolPiCe Form WC 99 03 03 B Printed in U.S.A. (Ed. 8/00) rage ti u� v January 26, 2022 City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana, CA 92702 Re: Professional Liability Insurance Requirement. Dear City of Santa Ana Risk Management Division: /R' 1 AMERICANS "ARTS Americans for the Arts has intent to enter into an agreement with the City of Santa Ana. Throughout the course of this agreement, Americans for the Arts attests that I am not a licensed professional and that we will not employ a licensed professional during the course of our contract with the City of Santa Ana. By signing below, I attest that I possess the legal authority to enter into an agreement with the City of Santa Ana as well as the legal authority to attest to the statements above. If at any time it is found that Americans for the Arts is not adhering to any/all statements in this document, the contract will be considered null and void. Randy Cohen Vice President of Research Americans forthe Arts 202-371-2830 research@artsusa.org WASHINGTON, DC NEW YORE CITY 1000 Vermont Avenue, NW 6th Floor One East 53rd Street 2nd Floor www.AmedcansForTheArts.org Washington, DC 20005 New York, NY 10022 FOLLOW US CAMERICAMARTS T202.371.2830 T212.223.2787 A'enetIDLAwgrn.ID ar. �. &�YYn-NJ�7au �rcraa« < RukWwgen tamrnF a �� 00 Ejhjubmmz!tjhofe! DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE cz!Bohjf! 03/30/2022 Bohjf! THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS Bdfwfep! 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 Ebuf;!3133/15/23! Bdfwfep 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. 1:;6:;4:!.18(11( 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). CONTACT PRODUCER Diane Barreiro NAME: FAX PHONE AssuredPartners of New Jersey LLC(973) 669-2354(732) 574-8001 (A/C, No): (A/C, No, Ext): E-MAIL 20 Commerce Drive| Suite 200Diane.Barreiro@AssuredPartners.com ADDRESS: INSURER(S) AFFORDING COVERAGENAIC # CranfordNJ07016Massachusetts Bay Insurance Co22306 INSURER A : INSURED Hanover Insurance Company22292 INSURER B : Americans For The ArtsAmericans For The ArtsHartford Mutual Insurance Company00914 INSURER C : 1000 Vermont Avenue NW INSURER D : 6th Floor INSURER E : WashingtonDC20005 INSURER F : CL2233038372 COVERAGESCERTIFICATE NUMBER: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. ADDLSUBR INSRPOLICY EFFPOLICY EXP TYPE OF INSURANCELIMITS POLICY NUMBER LTR(MM/DD/YYYY)(MM/DD/YYYY) INSDWVD COMMERCIAL GENERAL LIABILITYCOMMERCIAL GENERAL LIABILITY 1,000,0001,000,000 EACH OCCURRENCE$ DAMAGE TO RENTED 100,000 CLAIMS-MADEOCCUR$ PREMISES (Ea occurrence) 10,000 MED EXP (Any one person)$ AYZDY 9064963 1204/06/202204/06/202304/06/20231,000,000 PERSONAL & ADV INJURY$ 2,000,0002,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- Included POLICYLOCPRODUCTS - COMP/OP AGG$ JECT Employee Benefits $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITYAUTOMOBILE LIABILITY 1,000,0001,000,000 $ (Ea accident) ANY AUTOBODILY INJURY (Per person)$ OWNEDSCHEDULED AZDY 9064963 1204/06/202204/06/2023 BODILY INJURY (Per accident)$ AUTOS ONLYAUTOS HIREDNON-OWNEDPROPERTY DAMAGE $ (Per accident) AUTOS ONLYAUTOS ONLY $ UMBRELLA LIABUMBRELLA LIAB 5,000,0005,000,000 OCCUREACH OCCURRENCE$ B EXCESS LIAB YUHY D564169 0404/06/202204/06/2023 CLAIMS-MADEAGGREGATE$ 0 DEDRETENTION$$ PEROTH- WORKERS COMPENSATIONWORKERS COMPENSATION STATUTEER AND EMPLOYERS' LIABILITY Y / N 1,000,0001,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ C N / A Y10WECAL0W1D04/06/202204/06/2023 OFFICER/MEMBER EXCLUDED? 1,000,000 (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under 1,000,000 DESCRIPTION OF OPERATIONS belowE.L. DISEASE - POLICY LIMIT$ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, its officers, employees, agents, and representatives are included as Additional Insured where required by written contract as respectsCity of Santa Ana, its officers, employees, agents, and representatives are included as Additional Insured where required by written contract as respects General Liability and Umbrella Liability, per the attached endorsements subject to the policies' terms, conditions, and exclusions. General Liability coverageGeneral Liability and Umbrella Liability, per the attached endorsements subject to the policies' terms, conditions, and exclusions. General Liability coverageGeneral Liability and Umbrella Liability, per the attached endorsements subject to the policies' terms, conditions, and exclusions. General Liability coverage is provided on a primary and non contributory basis. A Waiver of Subrogation applies to the Workers Compensation coverage. 30 Days Notice ofis provided on a primary and non contributory basis. A Waiver of Subrogation applies to the Workers Compensation coverage. 30 Days Notice ofis provided on a primary and non contributory basis. A Waiver of Subrogation applies to the Workers Compensation coverage. 30 Days Notice of Cancellation, except 10 days for Non-Payment of Premium appliesCancellation, except 10 days for Non-Payment of Premium applies CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa AnaCity of Santa Ana 20 Civic Center Plaza20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa AnaCA92702 © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD ZDY 9064963 1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL GENERAL LIABILITY BROADENING ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SUMMARY OF COVERAGES 1. Additional Insured by Contract, Agreement or Permit Included 2. Additional Insured Î Primary and Non-Contributory Included 3. Blanket Waiver of Subrogation Included 4. Bodily Injury Redefined Included 5. Broad Form Property Damage Î Borrowed Equipment, Customers Goods & Use of Elevators Included 6. Knowledge of Occurrence Included 7. Liberalization Clause lncluded 8. Medical Payments Î Extended Reporting Period Included 9. Newly Acquired or Formed Organizations - Covered until end of policy period Included 10. Non-owned Watercraft 51 ft. 11. Supplementary Payments Increased Limits -Bail Bonds$2,500 -Loss of Earnings$1000 12. Unintentional Failure to Disclose Hazards Included 13. Unintentional Failure to Notify Included This endorsement amends coverages provided under the Commercial General Liability Coverage Part through new coverages, higher limits and broader coverage grants. 1.Additional Insured by Contract, Agreement or(1)"Your work" for the additional insured(s) Permit designated in the contract, agreement or permit; The following is added to SECTION II Î WHO IS AN INSURED: (2)Premises you own, rent, lease or occupy; or Additional Insured by Contract, Agreement or Permit (3)Your maintenance, operation or use of equipment leased to you. a.Any person or organization with whom you agreed in a written contract, written agreement b.The insurance afforded to such additional or permit that such person or organization toinsured described above: add an additional insured on your policy is an (1)Only applies to the extent permitted by additional insured only with respect to liability law; and for Ðbodily injuryÑ, Ðproperty damageÑ, or (2)Will not be broader than the insurance Ðpersonal and advertising injuryÑ caused, in which you are required by the contract, whole or in part, by your acts or omissions, or agreement or permit to provide for such the acts or omissions of those acting on your additional insured. behalf, but only with respect to: 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 1 of 4 ZDY 9064963 1 (3)Applies on a primary basis if that is advertising injuryÑ involved the rendering required by the written contract, written of or failure to render any professional agreement or permit.services by or for you. (4)Will not be broader than coverage d.With respect to the insurance afforded to provided to any other insured. these additional insureds, the following is added to SECTION III Î LIMITS OF (5)Does not apply if the Ðbodily injuryÑ, INSURANCE: Ðproperty damageÑ or Ðpersonal and advertising injuryÑ is otherwise excluded The most we will pay on behalf of the from coverage under this Coverage Part,additional insured for a covered claim is the including any endorsements thereto. lesser of the amount of insurance: c.This provision does not apply:1.Required by the contract, agreement or permit described in Paragraph a.; or (1)Unless the written contract or written agreement was executed or permit was 2.Available under the applicable Limits of issued prior to the "bodily injuryÑ, Ðproperty Insurance shown in the Declarations. damage", or "personal injury and This endorsement shall not increase the advertising injury". applicable Limits of Insurance shown in the (2)To any person or organization included asDeclarations. an insured by another endorsement 2.Additional Insured Î Primary and Non- issued by us and made part of this Contributory Coverage Part. The following is added to SECTION IV Î (3)To any lessor of equipment: COMMERCIAL GENERAL LIABILITY (a)After the equipment lease expires; or CONDITIONS, Paragraph 4. Other insurance: (b)If the Ðbodily injuryÑ, Ðproperty Additional Insured Î Primary and Non- Contributory damageÑ, Ðpersonal and advertising injuryÑ arises out of sole negligence of If you agree in a written contract, written the lessor agreement or permit that the insurance provided to (4)To any:any person or organization included as an Additional Insured under SECTION II Î WHO IS (a)Owners or other interests from. whom AN INSURED, is primary and non-contributory, land has been leased which takes the following applies: place after the lease for the land ex- pires; or If other valid and collectible insurance is available to the Additional Insured for a loss covered under (b)Managers or lessors of premises if: Coverages A or B of this Coverage Part, our (i)The occurrence takes place after obligations are limited as follows: you cease to be a tenant in that a.Primary Insurance premises; or This insurance is primary to other insurance (ii) The "bodily injury", "property that is available to the Additional Insured damage", "personal injury" or which covers the "advertising injury" arises out of structural alterations, new con-Additional Insured as a Named Insured. We struction or demolition operations will not seek contribution from any other performed by or on behalf of the insurance available to the Additional Insured manager or lessor.except: (5)To Ðbodily injuryÑ, Ðproperty damageÑ or(1)For the sole negligence of the Additional Ðpersonal and advertising injuryÑ arising Insured; out of the rendering of or the failure to (2)When the Additional Insured is an render any professional services. Additional Insured under another primary This exclusion applies even if the claimsliability policy; or against any insured allege negligence or (3)when b. below applies. other wrongdoing in the supervision, If this insurance is primary, our obligations are hiring, employment, training or monitoring not affected unless any of the other insurance of others by that insured, if the is also primary. Then, we will share with all ÐoccurrenceÑ which caused the Ðbodily that other insurance by the method described injuryÑ or Ðproperty damageÑ or the offense in c. below. wh ich caused the Ðpersonal and 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 2 of 4 ZDY 9064963 1 b.Excess Insurance insurer contributes equal amounts until it has paid its applicable limit of insurance or none of (1)This insurance is excess over any of the the loss remains, whichever comes first. If any other insurance, whether primary, excess, of the other insurance does not permit contingent or on any other basis: contribution by equal shares, we will contribute (a)That is Fire, Extended Coverage, by limits. Under this method, each insurer's Builder's Risk, Installation Risk or share is based on the ratio of its applicable similar coverage for "your work"; limit of insurance to the total applicable limits of insurance of all insurers (b)That is Fire insurance for premises rented to the Additional Insured or 3.Blanket Waiver of Subrogation temporarily occupied by the Additional The following is added to SECTION IV Î Insured with permission of the owner; COMMERCIAL GENERAL LIABILITY (c)That is insurance purchased by the CONDITIONS, Paragraph 8. Transfer Of Rights Additional Insured to cover the Of Recovery Against Others To Us: Additional InsuredÓs liability as a We waive any right of recovery we may have tenant for "property damage" to against any person or organization with whom you premises rented to the Additional have a written contract that requires such waiver Insured or temporarily occupied by the because of payments we make for damage under Additional with permission of the this coverage form. The damage must arise out of owner; or your activities under a written contract with that (d)If the loss arises out of the person or organization. This waiver applies only to maintenance or use of aircraft, "autos" the extent that subrogation is waived under a or watercraft to the extent not subject written contrac t executed prior to the ÐoccurrenceÑ to Exclusion g. of SECTION I Î or offense giving rise to such payments. COVERAGE A Î BODILY INURY 4.Bodily Injury Redefined AND PROPERTY DAMAGE LIABILITY. SECTION V Î DEFINITIONS, Definition 3. Ðbodily injuryÑ is replaced by the following: (2)When this insurance is excess, we will have no duty under Coverages A or B to 3.ÐBodily injuryÑ means bodily injury, sickness or defend the insured against any "suit" if anydisease sustained by a person including death other insurer has a duty to defend the resulting from any of these at any time. ÐBodily insured against that "suit". If no other injuryÑ includes mental anguish or other insurer defends, we will undertake to do mental injury resulting from Ðbodily injuryÑ. so, but we will be entitled to the insured's 5.Broad Form Property Damage Î Borrowed rights against all those other insurers. Equipment, Customers Goods, Use of (3)When this insurance is excess over other Elevators Insurance, we will pay only our share of a.SECTION I Î COVERAGES, COVERAGE A Î the amount of the loss, if any, that BODILIY INJURY AND PROPERTY exceeds the sum of: DAMAGE LIABILITY, Paragraph 2. (a)The total amount that all such other Exclusions subparagraph j. is amended as insurance would pay for the loss in thefollows: absence of this insurance; and Paragraph (4) does not apply to "property (b)The total of all deductible and self damage" to borrowed equipment while at a insured amounts under all that other jobsite and not being used to perform insurance. operations. We will share the remaining loss, if any, Paragraphs (3), (4) and (6) do not apply to with any other insurance that is not "property damage" to "customers goods" while described in this Excess Insurance on your premises nor do they apply to the use provision and was not bought specifically of elevators at premises you own, rent, lease to apply in excess of the Limits of or occupy. Insurance shown in the Declarations of b.The following is added to SECTION V Î this Coverage Part. DEFINTIONS: c.Method Of Sharing 24."Customers goods" means property of If all of the other insurance permitsyour customer on your premises for the contribution by equal shares, we will follow this purpose of being: method also. Under this approach each 421-2915 06 15 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 3 of 4