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HomeMy WebLinkAboutCOLOR-AD, INC.I NSURANCE ON FLE WORK MAY PROCEED UNTIL INSF EX�S CITY CLERK DATE: A-2023-095 AGREEMENT BETWEEN THE CITY OF SANTA ANA AND COLOR -AD, INC., FOR r �\ INTERPRETIVE EXHIBITS AT THE SANTIAGO CREEK ECO-CENTER THIS AGREEMENT is made and entered into on this 6th day of June, 2023 by and between Color- ( 9MJ 1 Ad, Inc., a Virginia corporation ("Contractor"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On December 14, 2022, the City issued Request for Proposal ("RFP") No. 22-111, by which is sought a qualified contractor having special skill and knowledge in the field of design, fabrication, and installation of interpretive displays at City zoos, aquariums, :M museums, and nature centers. B. Contractor submitted a responsive proposal that was selected by the City. Contractor represents that it is able and willing to provide such services described in the scope of work that was included in RFP No. 22-111. C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Contractor shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services," which was included in RFP 22-111 and is attached hereto and fully incorporated by reference as Exhibit A and as more specifically set forth in Contractor's proposal, which is attached hereto and fully incorporated herein by reference as Exhibit B. 2. COMPENSATION a. City agrees to pay, and Contractor agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed Nine Hundred Thousand Dollars and Zero Cents ($900,000). b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work completed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Page 1 of 9 #19793v4 3. TERM This Agreement shall commence on the date first written above for a three (3) year term with the option for the City to grant up to two (2) one-year renewals, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Contractor shall, during the entire term of this Agreement, be construed to be an independent Contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Minimum Scope and Limit of Insurance (1) 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 & Page 2 of 9 #19793v4 advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit 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. (2) Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage. (3) 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. (4) Broader Coverage: if the Contractor 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. b. Other Insurance Provisions (1) 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 the Contractor including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form CG 20 10 1185 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used). (2) Primary Coverage: For any claims related to this contract, the Contractor'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 Contractor's insurance and shall not contribute with it. (3) Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (4) Waiver of Subrogation: Contractor hereby grants to City a waiver of any right to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of Page 3 of 9 #19793v4 subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (5) Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City. The City may require the Contractor 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. (6) 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. (7) Claims Made Policies: If any of the required policies provide claims -made coverage: i. The retroactive date must be shown, and must be before the date of the contract or beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at least rive (5) years after completion of contract work. iii. 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, the Contractor must purchase "extending reporting" coverage for a minimum of five (5) years after completion of work. (8) Verification of Coverage: Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time. (9) Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. Page 4 of 9 #19793v4 (10) Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. INDEMNIFICATION Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Contractor, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party 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 of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Contractor's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Contractor shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Contractor to the City pursuant to this Agreement. 9. RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Contractor under this Agreement. Page 5 of 9 #19793v4 10. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information' shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Contractor shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Contractor. The parties agree that any terns or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. Page 6 of 9 #19793v4 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of ternnation, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Contractor to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Contractor shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Page 7 of 9 #19793v4 Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Executive Director, Parks, Recreation, and Community Services Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 To Contractor: Color -Ad, Inc. Attn: Julie A. Velke 7200 Gary Road Manassas, VA 20109 703-631-7849 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. Page 8 of 9 #19793v4 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. The Agreement is the final and complete agreement and any prior or contemporaneous agreements for similar services between the parties is superseded by this Agreement. This shall not apply where the Parties are currently engaged and Contractor is providing services not contemplated by this Agreement. C. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. CITY �i-- OFNA� Kristine Ridge City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By r B��and'on Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: Hawk Execuf a Directo Parks, Recreation, and Community Services Agency CONTRACTOR: UV, Nam ` ,3 4 t 4 L 10 Title: P rp:5iA46 Page 9 of 9 #19793v4 EXHIBIT A SCOPE OF SERVICES Ef' CITY OF SANTA ANA EXHIBIT I SCOPE OF SERVICES Consultant shall perform the services as set forth below. I. GENERAL REQUIREMENTS A. Consultant shall design, fabricate, and install interpretive displays at City zoos, aquariums, museums, and nature centers. B. Consultant shall be responsible for delivering a turn -key project from conceptual design through final installation at the EcoCenter. C. Consultant shall be fully responsible for content generation, photos, and any other media necessary for completion of the project. The City will provide staff to participate in the design process and provide feedback on proposed designs and messaging. D. Consultant shall be expected to provide plans, 3-D renderings, or other materials that convey the design and feel of the final exhibits to stakeholders. II. BRANDING AND OTHER EXTERIOR ELEMENTS A. The City has developed a new logo for the EcoCenter and expects to incorporate it into exterior branding as part of this project. Small interpretive elements may be considered for use around the Nature Center to extend reach beyond the interior exhibit hall, but any external elements must be very durable to resist natural and human activities. B. Existing elements within the exhibit hall can be removed to create a clean palette. However, the City prefers to preserve the painted mural on wall. C. Although overhead lighting tracks exist, Contractor should propose and make lighting and audio improvements for new displays. III. INSTALLATION AND SAFETY A. Where applicable for installation services, prevailing wages must be paid and documented for all field personnel in accordance with California Labor Code § 1770-1781, et seq. B. Contractor shall keep work areas clean and free from any debris, rubbish, hazardous waste and non -usable material resulting from the work under this Contract and shall be disposed of at the completion of each work day by the Contractor. Hazardous waste must be disposed of in accordance with the Resource Conservation and Recovery Act and all other applicable federal, state, and local laws and regulations. RFP No. 22-111 Interpretive Exhibits at Santiago Creek Eco-Center 19 CITY OF SANTA ANA C. Handling and delivery of all materials must comply with all local, State, and Federal safety regulations and must maintain appropriate hazardous material transportation and handling certifications and licensing as applicable. D. The City does not assume liability for spills or other releases of hazardous wastes which are caused by the negligence of the contractor once hazardous waste materials are in the possession of the contractor or transported off site. E. Contractor shall take all reasonable precautions, as directed by the City, or in the absence of such direction, in accordance with sound industrial practices, to safeguard and protect City property and adjacent property. Damages to properties caused by Contractor's negligence shall be repaired at no cost (both labor and material) to the City. Contractor is responsible for advising and ensuring compliance by Contractor's employees with all applicable environmental and hazardous materials handling laws and regulations. Contractor shall provide City a full report of damage to City property and/or equipment by Contractor's employees. All damage reports shall be submitted to the Site Coordinator within twenty- four (24) hours of occurrence. RFP No. 22-111 Interpretive Exhibits at Santiago Creek Eco-Center 20 EXHIBIT B CONTRACTOR'S PROPOSAL 7 Mq_qFw� - � Design, Fabrication, and Installation for Interpretive Exhibits at Santiago Creek Eco-Center 1. STATEMENT OF QUALIFICATIONS RFP Number: 140P1121 R000-i O O Bid Due: February 7th, 2023 6y 2:00 PM PST SIGNS AND EXHIBITS Prepared by: Color -Ad, Inc. and Reich+Perch anti -ago 00brQd SIGNS AND EXHIBITS FEBRUARY 7, 2023 Frank Arroyo, Principal Management Analyst City of Santa Ana - Parks, Recreation and Community Services Agency 20 Civic Center Plaza Santa Ana, CA 92701 Dear Mr. Arroyo, The Color -Ad team is excited for the opportunity to present our ideas for the interpretive exhibits at Santiago Creek EcoCenter. We have assembled a stellar team of exhibit experts to deliver a compelling, interactive, and exceptional educational experience. Color -Ad will serve as the prime contract holder and be responsible for overall project management, exhibit fabrication, installation, and closeout while Reich&Petch (R&P) will provide the exhibit design solutions. Our team understands the processes required and the nuances to consider when turning a client's vision into a 3-dimensional reality. Color -Ad is a privately -owned, standalone C corporation located in Manassas, Virginia. Color-Ad's core strength, along with fabricating custom exhibit pieces, is overall project management. Delivering multi -faceted projects that require coordination with multiple entities and the oversight of various moving parts is a skill our firm has been honing for over 50 years. Our project manager, Heather McDade, has led numerous design -build teams to successful public openings in her 18 years of museum exhibit project management. Her experience includes recently teaming with Reich&fetch for the successful opening of the NCAR-Wyoming Supercomputing Center exhibits in November 2022. R&P has extensive experience in designing and interpreting the eternal story of how humans connect with their environments. Their key personnel are excited to provide a design that creates exceptional emotional and physical engagement as well as provides tools and access for discovery and learning. We believe ourteam offers a unique approach to capturingthe vision of the project and an exceptional ability to carry out the project objectives. We appreciate the opportunity to present our plan for the design, fabrication, and installation of the the interpretive exhibits at Santiago Creek EcoCenter. We look forward to working with yourteam to deliver an engaging, dynamic, and truly unique exhibit experience for the City of Santa Ana. Sincerely, 0t. U)(L Julie A. Velke Color -Ad, Inc. color-ad.com TABLE OF CONTENTS 1A. COVER LETTER 2 1B. SERVICES PROVIDED 4 1C.AGREEMENT STATEMENT 5 EXHIBIT II - SAMPLE AGREEMENT 5 1D. FIRM AND TEAM EXPERIENCE 6 GENERAL DESCRIPTION OF THE TEAM 6 PROJECT ORG CHART 7 KEY PERSONNEL RESUMES 8 RELEVANT PROJECTS 20 1E. PROPOSED WORK PLAN 28 APPROACH TO PERFORMING SERVICES 28 SPECIAL CONSIDERATIONS 32 IMPLEMENTATION PLAN 33 PROJECT SCHEDULE 43 CONCEPTUAL DELIVERABLES 45 RENDERINGS AND MODELS 49 GREEN PRACTICES 52 1F.REFERENCES 53 2.COST PROPOSAL 55 BUDGETARY BREAKDOWN 55 CONTROLLING COSTS 56 EXAMPLES OF CONTROLLING COSTS 57 Ps , 3 ReichFPetch o AND EXHIBITS U 18 SERVICES PROVIDED Services Provided EXECUTIVE SUMMARY PROJECT UNDERSTANDING The City of Santa Ana is seeking a turnkey project for the delivery of an exciting and educational exhibition to be installed in the interpretive hall (718 sgft) with the primary objective of engaging visitors in exploring the natural history of the creek, action to conservation, habitat restoration, and the cultural history of the region. The team of Color -Ad with the Reich&Petch design team hereinafter named the Color -Ad Design Team (the "CAD Team") is very excited at the opportunity to participate in the Santiago Creek EcoCenter project. We understand the CAD Team will be responsible for the design, fabrication, and installation including the development of the interpretation, final text development, and selection of images, videos, media etc. The project includes the addition of exterior signage integrating the newly developed EcoCenter's logo and interpretive elements. Additionally, the selected firm with be responsible for the demolition of the current hall retaining the existing mural. The selected firm should also consider lighting and audio improvements as part of the overall project. Our team is well suited to the design and production of the EcoCenter project. Our team, expertise experience, and the approach described in our proposal offer excellence in project management, design leadership and project delivery. PROPOSED SERVICES AND COMPLETE PROJECT PROCESS The CAD Team will provide all services necessary to complete the design, fabrication, and installation of the interpretive exhibits. The services that we plan to provide, as well as our complete project process, are explained in detail in section E of our proposal. Our implementation plan describes the phases of the project with a description of all the services we intend to provide and actions we intend to take in each phase. PROCESS OUTLINE Our design -build process consists of the following phases: ► Project kickoff ► Schematic design ► Detailed final design ► Fabrication and production ► Demolition and delivery ► Installation and testing ► Handover and closeout R& P Reich&Petch SIGNS AND EXHIBITS IF AGREEMENT SIATEMENT Agreement EXHIBIT II - Statement SAMPLE AGREEMENT Color -Ad confirms our understanding of and consent to all provisions contained in Exhibit II - Sample Agreement. p6 1 J Reich&fetch 0SIGNS AND exH,airs Firm and Team Experience GENERAL DESCRIPTION OF THE TEAM Oobrad SIGNS AND EXHIBITS Project Management, Fabrication, Installation Color -Ad is a full service project management and custom fabrication company, specializing in producing interpretive and interactive storytelling elements for experiential spaces, museums, and visitor centers across the globe. Color -Ad will serve as the prime contractor and provide overall project management services, fabrication services, installation services, and guide the team to the successful execution of the project goals and objectives. Color -Ad is located in Manassas, Virginia. Our interpretive planner, Kathy Talley Jones, is located in Pasadena, California while our animal care specialist, Leslie Gordon, is located in Los Angeles, California. RP& PU Reich&Petch Exhibit Development and Design Reich&Petch is an international multi -disciplinary design firm, working with museums, institutions, cultural organizations, corporations, and agencies to make content accessible through memorable design. R&P turns ideas into engaging environments and transforms opportunities into results. R&P will provide all exhibit development/design services and render your visions for the visitor experience into a detailed, customized, and comprehensive production package. Please refer to the organization chart on the following page for a visualization of the project team and the lines of communication with the City. PS 1 6 Reich&fetch sicNs AND Exn13ii5 Heather McDade Project Manager/ Principal Agent Reich & Petch Exhibit Design Tony Reich Design Principal -in -Charge Janet Tam Senior Designer Stephen Petri AV/Media Planner & Designer Doug Munday Senior Exhibit Designer Kat Talley -Jones Interpretive Planner/Writer Leslie Gordon Animal Care Specialist Natalie Carroll Graphic Designer Ken Ng 3D Designer Color -Ad Project Management, Fabrication, Installation Philip Thoppil Exhibit Detailer Zachary Scott Fabrication Supervisor Beverly Roberts Graphics Supervisor HEATHER MCDADE PROJECT MANAGER As the Project Manager, Ms. McDade will serve as the single primary point of contact between Color -Ad and the City of Santa Ana. She will be responsible for overseeing every aspect of the project and she will be accountable for meeting all of the project management responsibilities as outlined in the specifications. She will ensure that scheduling, coordination, oversight, and communication is effectively accomplished forall work produced undera task order. Ms. McDade will maintain contact with the client as necessary, she will provide quality control to ensure all project elements meet the contract specification requirements, she will trackwork progress to ensure the project is completed according to the schedule, and she will coordinate and ensure that all submittal specifications are met. Ms. McDade will plan, coordinate, and oversee the entire exhibit installation. Education VA Commonwealth University R.F.A. Interior Design, 1997 Professional Certifications National CPR Foundation CPR/AED/First Aid, Renewal Date Nov. 2017 Awards as Project Manager White House Visitor Center, 2016 NPS National Accessibility Interpretive Design Award Experience Color -Ad, Inc., 2011-Present Project Manager Color -Ad, Inc. 1999-2005 Project management assistance, exhibit design and Project Manager Color -Ad, Inc. 1992-1999 Soles Associate Phoenix Design/Andel Inc. 1991-1992 Associate designer and detailer DESCRIPTION OF ROLE ON SIMILAR PROJECTS: White House Visitor Center, $3,286,026.00, 22,000 square feet Ms. McDade served as the Project Manager for the White House Visitor Center (WHVC) exhibit fabrication and installation. During our contract the WHVC was undergoing construction. Ms. McDade coordinated with the general building contractor throughout the project on the areas where exhibit and buildingwork overlapped. She was responsible for aspects such as verifying core drilling locations of electrical access points to our exhibit portals, inspecting and evaluating building access, reviewing the building completion schedule and adjusting the exhibit schedule to maintain our completion date, confirming all dimensions to ensure proper fit of all our exhibit elements, as well as scouting and informing the GC of our needs forthe locations of our exhibit structures, finishes, power sources, and built-in millwork. COMPLETED PROJECTS AS PROJECT MANAGER: ► UCAR Supercomputing Center ► Daniel Boone Wilderness Trail Interp. Center ► White House Visitor Center ► Chaco Culture Natoinal Historic Park ► Kislak Gallery of Discovery and Exploration ► City of Hope Exhibition, Smithsonian ► Faberge Gallery at Virginia Museum of Fine Arts ► Fort Larned National Historic Site ► Washington Monument Exhibits ► Shark Valley Visitor Center at Everglades NP P>S 1 Raich6Petch of AND EXHIBITS PHILIP THOPIL EXHIBIT DETAILER AND EXHIBIT DESIGNER Mr. Thopil will be responsible for producing fabrication drawings and the CNC file set up for all fabricated structures and tactile maps. He will coordinate with our Project Manager to ensure that not only are our details clear, comprehensive and compliant with the accepted industry standards, but our fabrication and as -built drawings accurately depict the architecture of our structures. He will also help in review of shop drawings produced by all of the subcontractors and will work closely with our Project Manager to ensure compliance of all shop drawings as per the contract requirements. As Exhibit Designer, Mr. Thopil will be responsible to provide a re -design of any 3D exhibit elements and/or create new ones. He will analyze all existing structures for ADA compliance and re -design the structures as necessary to meet the requirements for universal accessibility. Education Government Polytechnic College, 1990 B.S. Civil Engineering Astech Computer Academy, 1991 Computer Aided Design & Drafting Experience Color -Ad, Inc. 2005-Present Exhibit Detoiler Millennium Display Group 1003-2005 CAD Detailer for sign fabrication and CNC parts Suneetron Technical Institute, 1992 Awal Plastics W.L.L. 1997-2003 Diploma in servicing & maintenance of electronic CAD Detailer for signoge structures equipment DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Alaska Public Lands Information Center, $1,534,021.00, 4,805 square feet Served as Exhibit Detailer. Updated and finalized ouras-built drawing package forthe client. Maintained fabrication standards in accordance with the clients specifications and requests throughout the drawing package. Worked with the Project Manager to detail MDF platforms that hold a variety of exhibit elements including large glass panels, life-size custom elements, and various graphic panels. Collaborated with the graphics department to set up CNC files for custom shapes, various graphic backers, and graphic substrates. COMPLETED PROJECTS AS EXHIBIT DETAILER: ► Fort Union National Monument ► Haleakala National Park ► Canyon Rim Visitor Center at New River Gorge ► Boston Mill Visitor Center at Cuyahoga Valley ► Fordyce Bathhouse at Hot Springs Nat. Park ► Jimmy Carter National Historic Site ► Lodgepole Visitor Center at Sequoia Nat. Park ► Fort Larned National Historic Site ► Steamtown National Historic Site ► Alaska Public Lands Information Center ► ABMC Manila American Cemetery ► ABMC Normandy American Cemetery I oobrw ReicbSPetch SIGNSAND EXHIBITS ZACHARY SCOTT WOOD FABRICATION SUPERVISOR As Wood Fabrication Supervisor, Mr. Scott will be responsible for supervising all aspects of Color-Ad's exhibit fabrication. His responsibilities include maintaining the standards and methods of wood shop fabrication and the on -time satisfactory completion of the project through quality control checks. Mr. Scott will manage, monitor, and schedule the fabrication of all cabinetry, carpentry, and woodworking elements in the project. He will coordinate with our Metal Fabrication/Paint/CNC Supervisor to ensure that the flow of work on our shop floor adheres to the contract schedule and specification requirements. He will coordinate with our Project Manager to ensure that our wood shop fabricates structures according to the approved drawings. Mr. Scott will ensure that every item fabricated by each craftsmen in our wood shop meets the design -intent, functionality requirements, and museum -quality finishes desired by the client. He will supervise and direct all wrapping, packing/crating and loading of the final exhibit elements that will be shipped to site for installation. Education Osbourn Senior HS Graduate, 1994 Experience Color -Ad, Inc. 2001-Pre5ent Fabrication Shop Supervisor Professional Certifications Color -Ad, Inc. 1995-2001 Occupational Health DOT Commercial Driver Exhibit Specialist Fitness Determination Certified DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Daniel Boone Wilderness Trail Interpretive Center, $750,000.00, 4,000 square feet Served as Fabrication Shop Supervisor. Oversaw exhibit fabrication staff which included the coordination, management and transport of components built at our shop. Oversaw and coordinated the production of numerous thematic reader rails, freestanding graphic panels, exhibit tables and cabinetry, cut-out figures, and curved gallery walls with embedded AV equipment. He coordinated with our scenic/diorama subcontractor, The 3rd Dimension, to ensure the scenic elements integrated seamlessly into our exhibit platforms and walls. Collaborated with the project manager to organize the packing, delivery, and unloading of the exhibits to ensure a smooth installation. COMPLETED PROJECTS AS WOOD FABRICATION SUPERVISOR: ► Abraham Lincoln Birthplace, 2021 Devils Tower National Monument, 2021 ► Jimmy Carter National Historic Site, 2020 ► Lodgepole Visitor Center at SEKI, install TBD ► Fort Larned National Historic Site, 2020 ► Haleakala National Park, 2019 ► Boston Mill Visitor Center at CLIVA, 2019 ► Sunset Crater Volcano National Park, 2020 Alaska Public Lands Information Center, 2019 Bryce Canyon National Park, 2016 ► ABMC Manila American Cemetery, 2019 ► ABMC Normandy American Cemetery, 2019 P 10 Reich&Petch SIGNS AND EXHIBITS BEVERLY ROBERTS GRAPHICS SHOP SUPERVISOR As Graphic Shop Supervisor, Ms. Roberts will be responsible for supervising our in-house team of 5 full time graphic design and production specialists. She is responsible for coordinating all aspects of graphic production while maintaining high standards and methods of production for all graphic output. She will oversee and also participate in the file set up for all graphic layouts and color adjustments, she will coordinate with our graphic production specialists to ensure quality standards are met and she will conduct regular quality assurance checks on all graphics produced forthis project. Ms. Roberts will coordinate with our Fabrication Shop Supervisor and our Production Manager to ensure that any graphics interacting with wood or metal exhibit structures will integrate smoothly with the component. She will supervise and direct all wrapping and packing of the final graphics that will be shipped to site for installation. Education Virginia Commonwealth University B.S. in BusinessJMarketing, 1991 ROLE ON SIMILAR PROJECTS: Fort Union National Monument Experience Color -Ad, Inc., 2008-Present Graphic Designer/Technician Graphics Gallery 1998-2008 Graphics Project Manager (Museum Exhibits) Served as Graphics Shop Supervisorand Graphic Designer. Coordinated with the project manager and exhibit designer to finalize all graphic production details, including quality, color and size verification. Made text, layout, and color corrections for all graphic files. Managed the overall production of all in-house and outsourced graphics. Ms. Roberts collaborated with our fabrication shop supervisor to ensure all graphics and exhibit structures integrated smoothly together and organized the packing and shipping of all graphics. COMPLETED PROJECTS AS GRAPHICS SHOP SUPERVISOR: ► NPS Fort Union National Monument ► UMD Jones Hill House Weight Room ► NPS Fort Frederica ► B&O Railroad Museum ► Library of Congress- Join In ► NPS National Mall and Memorial Parks ► NPS Antietam National Battlefield ► UCAR-Wyoming Supercomputing Center ► Cane River Creole NHP ► American Postal Workers Union ► NPS HOSP Fordyce Bathhouse ► NPS Great Sand Dunes ► ABMC Netherlands ► FDR Memorial R 11 P RcichGPetch SIGNS AND EXHIBITS TONY REICH DESIGN PRINCIPAL -IN -CHARGE Tony will be an advisor to the design team and will provide input on high level issues of the project, including design schedule, budget, project strategy, and coordination with the sub -consultants, as necessary. He will monitor the scheduling, program analysis and overall work of the team. He will work with the team in establishing the conceptual design directions that underlie the project. Tony is a founding principal of R&P with over 35 years of international design experience for a variety of museum, gallery, exhibition, zoos and nature center projects. Trained as an architect, he understands the unique challenges and opportunities of how exhibits need to fit and complement their built context and site. Education Leicester School of Architecture Diploma of Architecture, 1972 Professional Certifications Ontario Association of Architects (OAA) Royal Architectural Institute of Canada (FRAIC) Royal Institute of British Architects (RIBA) Award of Note American Alliance of Museums Excellence in Exhibition Award, Smithsonian's National Museum of the American Indian - Treaties Gallery, Washington, DC, USA (by R&P) Experience 1987-Present: Senior Principal Reich&Petch, Toronto, ON, CA DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Muskoka Discovery Centre: Watershed Wonders Exhibit, Gravenhurst, ON, CA Role: Principal -in -Charge, Exhibit Design Services Tony was the Principal -in -Charge and Senior Exhibit Designer on this permanent exhibit project. He coordinated the design team of exhibit, graphic and multi -media production designers for this highly interactive and science related environmental exhibit on the Muskoka Watershed of Northern Ontario. ADDITIONAL EXPERIENCE: ► City of Boise: The Watershed Exhibit, Boise, ID, USA ► Las Cruces Museum of Nature and Science: Exhibits, Las Cruces, NM, USA ► Cleveland Museum of Natural History: Exhibits, Cleveland, OH, USA ► Smithsonian's National Museum of Natural History: Butterflies + Plants Gallery, Washington D.C., USA ► Virginia Museum of Natural History: Exhibits, Martinsville, VA, USA ► Calgary Zoo: Panda Passage Exhibits & Signage, Calgary, AB, CA ► Toronto Zoo: Panda Interpretive Centre Exhibits & Signage, Toronto, ON, CA ► Gros Marne National Park Discovery Centre: Exhibits, Woody Point, NL, CA ► Royal Ontario Museum: Biodiversity Gallery, Toronto, ON, CA ► Lake Superior Provincial Park Visitor Centre, Wawa, ON, CA ► Waskesiu Beach House: Outdoor Interpretive Exhibits, Prince Albert National Park, Waskesiu, SK, CA 12 P Rekh&Petch SIGNS AND EXHIBITS JAN ET TAM SENIOR DESIGNER Janet will be Senior Designer, directly liaising with the client team and stakeholders. Collaborating with the project team, she will implement conceptual designs into built exhibit experiences and maintain workflow in accordance with the project schedule and budget. She will develop the exhibition's overall design including space planning, visitorflow, graphic approaches, and interactive elements. During the fabrication/installation phase, she will ensure the design intent and vision are met. Janet brings a deep passion and understanding of storytelling and experiential design to her work. Janet has designed a wide range of exhibitions for museums, conservation -focused zoos, aquariums, and cultural attractions. Her work is anchored in her training and her passion for developing cultural and scientific ideas in engaging ways. Education The City College of New York, New York Bachelor of Architecture, 2013 Miami University, Oxford Master of Conservation Biology, 2022 Experience 2022-Present: Senior Exhibit Designer Reich&Petch, New York, NY 2018-2022: Exhibit Designer Wildlife Conservation Society, Bronx, NY 2016-2017: Exhibit Designer Thinc Design, New York, NY 2015-2016: Exhibition Manager Columbia University, New York, NY 2013-2015: Exhibition Designer The Solomon R. Guggenheim Museum,New York, NY DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Playquarium, NYAquarium - Exhibit Design, Brooklyn, NY, USA (Wildlife Conservation Society) Role: Senior Exhibit Designer Launched in 2022, Playquarium is a playful exhibit that promotes an affinity towards the ocean and its diverse habitats in kids. Janet collaborated with an interdisciplinary team that included content developers, graphic designers, and internal stakeholders to implement designs into an interactive experience for families. Her role was to develop the design, working closely with team members and client stakeholders. Janet developed the exhibition's overall design including space planning, visitor flow, graphics, and interactives. During the construction phase, she ensured the design intent and vision were met by managing fabrication and construction. ADDITIONAL EXPERIENCE: ► City of Boise: The WaterShed Exhibit, Boise, ID, USA ► Cape Fear Museum of History and Science: Exhibits, Wilmington, NC, USA ► Empire State Building Experience: Exhibits, New York, NY, USA (Thinc Design) ► Dubai Sustainability Pavilion - Exhibit Design, Dubai, UAE, USA (Thinc Design) 13 ► War Remnants Museum: From Foes to Friends, Ho Chi Minh City, Vietnam (Trigon Associates) ► NYAquarium: Ocean Wonders, Brooklyn, NY, USA (Wildlife Conservation Society) ► NYAquarium: Spineless Wonders, Brooklyn, NY, USA (Wildlife Conservation Society) ► NYAquarium: Sea Change, Brooklyn, NY, USA (Wildlife Conservation Society) ► Bronx Zoo: Dinosaur Safari, Bronx, NY, USA (Wildlife Conservation Society) °J Reich&Petch SIGNS AND EXHIBITS STEPHEN PETRI AV/MEDIA PLANNER & DESIGNER Stephen will collaborate with the design and client team on the development of AV media creative concepts, planning and designing creative content development, and ensuring creative standards are maintained and coordinated. He will ensure the media approaches balance the projects creative goals in terms of aspirations, budget, capacity, and quality control. Because of his extensive and recent experience working with Color -Ad, the exhibit fabricator, Stephen will advise on the integration of software, audiovisual equipment, and physical interactives to ensure the success of the project. Education McGill University Certificate in Project Management, 1992 University of Waterloo Bachelor of Architecture, 7987 University of Waterloo Bachelor of Environmental Studies, 1984 Professional Certifications American Alliance of Museums (AAM) Canadian Museums Association (CMA) International Council of Museums (ICOM) Award of Note American Alliance of Museums Excellence in Exhibitions Award, Special Achievement for Visual Engagement Smithsonian's National Museum of Natural History, Hall of Fossils, Washington D.C., USA Experience 2008-Present: Senior Principal Reich&Petch, Toronto, ON, CA 1998-2008: Associate Reich&fetch, Toronto, ON, CA DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Smithsonian Institution National Museum of Natural History: David H. Koch Hall of Fossils - Deep Time, Washington D.C., USA, Role: Principal in Charge Stephen was Principal -in -Charge of the revitalization of the Smithsonian National Museum of Natural History's Hall of Fossils. Covering over 3.7 billion years of history and including 700+ fossils, Stephen personally logged over 14 hundred hours on this project, leading teams of many collaborators including paleontologists, AV designers, education specialists, mural artists, architects as well as many others, keeping the project on track. Maintaining a clear focus on the client's vision throughout, that the gallery should stay attuned to the central message "Life flows powerfully forward; dramatic extinctions disrupt and life resets - but is never the same", Stephen successfully steered this multi -year, multimillion -dollar project to completion, acclaim, and awards. ADDITIONAL EXPERIENCE: ► Cape Fear Museum of History and Science, Wilmington, NC, USA ► Finger Lakes Museum: Exhibits, Branchport, NY, USA ► Royal Ontario Museum: Dawn of Life Gallery, Toronto, ON, CA ► Yale Peabody Museum: Exhibits, New Haven, CT, USA ► Smithsonian Institution National Museum of American History: Entertainment Nation, Washington D.C., USA ► Cincinnati Museum Center: Ordovician Gallery, Cincinnati, OH, USA ► Virginia Museum of Natural History: Exhibits, Martinsville, VA, USA ► Smithsonian Institution National Museum of Natural History: Butterflies + Plants Gallery, Washington D.C., USA RS \ T�/� 14 PJ\,/<JFA 1,R� ROO&Petch SIGNS AND EXHIBITS DOUG MUNDAY SENIOR EXHIBIT DESIGNER Doug is a senior interpretive planner and exhibition designer, creating engaging spaces and experiences in museums, interpretive and science centers, zoos and aquariums, parks and historic sites. He combines a keen sense of narrative and a fresh design approach with excellent organizational skills and the ability to facilitate collaboration amongst diverse teams. Dougwill work closely with the client, Color -Ad, and R&P design team on the development of spatial and thematic plans, interpretive delivery concepts, and specific exhibition designs for the Eco-Center's renewed interpretive gallery and public spaces. He will work closely with City, Zoo and Education staff in the development of thematic structures and interpretive experiences that build on the Eco-Center's vision and core themes, in order to engage diverse local communities in connections with the natural world, and in their own roles in maintaining healthy ecosystems. Education Emily Carr Institute of Art & Design, Vancouver Interdisciplinary Studies, 1986 Alberta College of Art, Calgary, 1981 Professional Certifications Member, Conadion Museums Association Member, BC Museums Association Member, Society for Experiential Graphic Design Award of Note Association of Zoos & Aquariums Green Award, Top Honors: Vancouver Aquarium Marine Science Centre Professional Experience Reich&Petch - 2020 to present Senior Exhibit Design Consultont Doug Munday Design - 2015 to present Exhibit Design Consultant MIG I Portico, Seattle - 2015 to 2016 Senior Designer (contract) Vancouver Aquarium Marine Science Centre - 2008 to 2015, Director of Design Aldrich Pears Associates, Vancouver - 1986 to 2008, Senior Associate & Lead Exhibit Designer DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Candlestick Point State Recreation Area: Interpretation Master Plan, California State Parks, San Francisco, CA, USA, Role: Senior Exhibit Designer Doug led the interpretive planning team in the development of an Interpretation Master Plan for Candlestick Point, the first urban State Park in California. Working closely with a community -based Advisory Committee through multiple workshops, community outreach, and public open houses has yielded a plan which integrates local voices, health and recreation concerns, and themes of environmental and social justice into a plan for interpretive media and programs that will tell the story of a community's changing relationship with the shoreline. ADDITIONAL EXPERIENCE: ► Science North: Northwest Expansion projects, Thunder Bay and Kenora, ON, CA (w R&P) ► Parks Canada Pacific Rim National Park Reserve: Upscheek Tashee interpretive trail signage, Long Beach, BC, CA (w R&P) ► Reid Park Zoo: World of Play Interpretive Exhibits, Tucson, AZ, USA (in construction 2023) ► Woodland Park Zoo: Zoomazium, Seattle, WA, USA ► Mendenhall Glacier Recreation Area: Interpretive Framework, Juneau, AK, USA ► Marine Discovery Center: Interpretive Concept ► Vancouver Aquarium: Expansion and Plan, Port Angeles, WA, USA Revitalization, Vancouver BC, CA P� �./VM \.w/ 1 5 Reich&Petch SIGNS AND EXHIBITS KAT-TALLEY JON ES INTERPRETIVE PLANNER, WRITER, AND RESEARCHER Kat will work with the team to develop storylines and narrative strategies, including engaging closely with designers on graphics, generating ideas for hands-on interactives, and writing and editing text. She will consult with subject matter experts, including naturalists, community members and stakeholders, educators, and animal keepers in developing the exhibit's interpretive plan and content. She has extensive experience working with diverse teams, delivering her work on time and within budget as the project progresses from schematic design to design development to fabrication. Education Annenberg School for Communications, University of Southern California M.A., Communications Management University of Texas, Austin B.A., summa cum laude with Special Honors in English Professional Certifications Member, Mocondo Writers Workshop (founded by MacArthur Foundation awardee, novelist, and poet Sandra Cisneros) American Alliance of Museums Western Museums Association Award of Note American Alliance of Museums Excellence in Label Writing DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Nature Lab, Natural History Museum of Los Angeles County, CA, USA Role: Interpretive Planner & Writer Kat worked with the Museum's scientists, citizen science staff, live animal keepers, and educators throughoutthe development of the Nature Lab, a permanent exhibitthatexplores Los Angeles County s exuberant urban and natural environments. She developed storylines and collaborated intensively with graphic designers, illustrators, and science staff to create this award -wining exhibit. The Nature Lab integrates live animals such as western pond turtles, rattlesnakes, rats, and black widow spiders; infographics; mechanical and electronic interactives; camera -trap videos; and, of course, text and photos. Kat won an American Alliance of Museums Excellence in Label Writing for her work. ADDITIONAL EXPERIENCE: ► Santa Monica Mountains National Recreation Area, Visitor Center, Thousand Oaks, CA, USA ► Natural History Museum of Los Angeles County: Paleo Playzone, Los Angeles, CA, USA ► Los Angeles Natural History Museum: Dino Hall, Los Angeles, CA, USA ► La Plaza de Cultura yAntes: Inaugural exhibit LA Starts Here; Los Angeles, CA, USA ► Mummies of the World Touring Company: Mummies of the World, traveling exhibit ► Death Valley National Park: Furnace Creek Visitor Center Interpretive Plan, Furnace Creek, CA, USA ► Joshua Tree National Park: Interpretive planning for proposed Oasis of Mara visitor center, Joshua Tree, CA, USA ► Badlands National Park: Fierce Beauty: The White River Badlands, Imlay Township, SD, USA ► Jean Lafitte National Park: Barataria National Preserve Visitor Center, New Orleans, LA, USA 16 F'& 1 Reich&Petch SIGNS AND EXHIBITS LESLIE GORDON ANIMAL CARE SPECIALIST Leslie will work with the design team to provide conceptual designs for animal habitats and ensure successful fabrication and installation of habitat exhibits. In addition, Leslie will provide recommendations for the exhibit maintenance, related husbandry, and related educational programming necessary to enable the Zoo care team to use the habitat exhibits in line with industry best practices and the Zoo's program vision. Leslie has worked in the animal care profession for 25 years, at the Natural History Museum of LA County, LA Zoo, and various rescue centers as care staff, enrichment, senior staff management, as well as animal exhibit curation, curriculum writing and designing training, veterinary and husbandry manuals. Leslie's approach to husbandry is guided by: 1) the goal of deepening guest connections to wildlife and maintaining public confidence in professional animal care and 2) her dedication to responsible, sustainable care of collection animals that prioritizes both animal welfare and visitor experience. Her past range of experiences on exhibition design teams has given her deep understanding of collaboration, design process, budget and planning. Her recent experiences make her well versed in the modern "choice and control," approach to animal habitats, presentations, and handling. Education Loyola University of Chicago (BFA),, areas of study include design & printmaking, sculpting painting, Museum studies & animal behavior LA Zoo Keeper Academy graduate of class and internship program Professional Certifications USDA -APHIS Containment Director, permit holder Permit holder for USDA, USFWS, CADFW Animal and Human First Aid/CPR National Association for Interpretation (NAI) Certified Interpretive Guide Experience Living Collections at the Natural History Museum of LA - 1998- present Senior Manager LA Zoo Enrichment Staff - 2000-1007 Los Angeles Municipal Art Gallery - 1998-1999 Gallery Guide/ Education Staff Design, props, carpentry, welding, rigging in theatrical applications - 1993-1996 DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Nature Lab and Nature Gardens at NHM, Los Angeles County, CA, USA Role: Curation of Living Collections in the Nature Lab and Nature Gardens Leslie was a member of the exhibit design team in 2013 that created 3.5 acres of urban green space and a modern science "lab", in which to explore, learn and contribute to community science. The collection focuses on native and invasive species with a range of habitats that exemplify the highest standards of welfare and design. The Urban Wildlife Pond, Pollinator Feeders, and the live animal habitats in the Nature Lab, including those for rats, rattlesnake, pond turtles, newts and ants were designed and cueated with Leslie's guidance and care. Her attention to detail, practicality and excellent welfare continue to contribute to the exhibit's success, and longevity of the collection. ADDITIONAL EXPERIENCE: ► Living Collections at NHM, Los Angeles County, ► Enrichment Department, LA Zoo, Los Angeles CA, USA, 1999-Present County, CA, USA, 2000-2007 17 Reich&Petch S GNS AND EXHIBITS NATALIE CARROLL GRAPHIC DESIGNER Natalie will work with the team to interpret the project's graphic goals, objectives, standards, develop style templates, produce prototype graphics, and design custom graphics and graphic design files as necessary, for the successful delivery of exhibit elements. She will produce the graphic'look and feel' of the project. She will prepare designs for the graphic elements throughout the space. She will incorporate interpretive text through collaboration with the content, research, and writing team. Natalie has designed graphics for a number of dynamic and flexible visitor centers, exhibits, museums, zoos, and discovery centers, making her well suited to this project. She has extensive experience working with highly complex subjects and her design sensibility around content is a great asset. She will aim to establish a unique, memorable, and timeless visual approach to the project. Education Durham College Graphic Design Advanced Diploma, 2014 Professional Certifications Registered Graphic Designers Ontario - Team Membership (RGD Award of Note GDUSA American Graphic Design Awards Science North's New Eyes on the Universe Travelling Exhibit (by R&P) Experience 1015-Present: Graphic Designer Reich&Petch, Toronto, ON, CA 2014-2015: Exhibit Graphic Production Assistant Royal Ontario Museum, Toronto, ON, CA 1014: Graphic Design Intern Royal Ontario Museum, Toronto, ON, CA DESCRIPTION OF ROLE ON SIMILAR PROJECTS: Calgary Zoo: Bugtopia Playground Outdoor Interpretation and Signage, Calgary, All, CA Role: Graphic Designer As graphic designer on the Calgary Zoo's new outdoor nature play space, Natalie was tasked with creating an approach that was whimsical, informative, and fun, appealing to the visitors enjoying the play structures and site. Simple and approachable bug illustrations gave children an easy way to learn about local species. The illustrations were placed onto playfully shaped panels such as leaves, flowers, and grass throughout the playground for children to discover while remaining cohesive with the overall immersive experience. As an outdoor installation, the interpretation had to be robust enough to withstand not only the weather elements, but also the tactile interactions of the children using the play structure. ADDITIONAL EXPERIENCE: ► Cleveland Museum of Natural History: ► Science North: Beyond Human Limits Traveling Exhibits, Cleveland, OH, USA Exhibit, Sudbury, ON, CA (& Traveling) ► Smithsonian Institution National Museum ► ROM: Willner Madge Gallery, Dawn of Life, of Natural History: David H. Koch Hall of Toronto, ON, CA Fossils - Deep Time, Washington D.C., USA ► Royal Tyrrell Museum: Learning Lounge, ► Science North: Wild Weather Traveling Exhibit, Drumheller, AB, CA Sudbury, ON, CA (& Traveling) ► London Children's Museum, London, ON, CA PR8 Reich&Petch SIGNS AND EXHIBITS KEN NG 3D DESIGNER A multi -disciplinary designer, Ken will take on an active supportive role through all facets of the design process. He will work closely with the design team to develop concepts into 2D and 3D visualizations. He has a strong background in 2D and 3D design through his international interior design background. He will utilize detailed 3D models and parametric design as a tool to help bring ideas to life. As a skilled modeller and renderer, his ability to provide the client with beautiful, detailed visualizations will be invaluable for the project and process. Education Middlesex University Bachelor of InteriorArchitecture, 2019 HKU school of Professional & Continuing Education Higher Diploma of Interior Design,2017 Experience 2022-Present:Junior Designer Reich&Perch, Toronto, ON 2021-2022: Interior Design Assistant DLN Architects, Hong Kong 2019-2020: Interior Design Assistant, Daydreamer Design, Hong Kong 2017.2019: Interior Design Assistant Two Monkeys Creative works, Hong Kong DESCRIPTION OF ROLE ON SIMILAR PROJECTS: City of Boise, WaterShed Educational Center, Boise, ID, USA, Role: Designer Ken is collaborating closelywith the design teams and diagram illustrators to achieve elegant exhibition design for the City of Boise's new WaterShed Educational Center. He is developing renderings in preparation for workshops and client meetings, contributing to the first images of this new space. His designs adhere to the client's vision, design intent, and intended visitor experiences. He has contributed to meetings and workshops with the client, pitching interesting ideas and bringing his interior design background to this project. ADDITIONAL EXPERIENCE: ► Finger Lakes Museum, New York, NY, USA ► Aga Khan Museum: Rumi Exhibition, Toronto, ON, CA PROJECT EXPERIENCE PRIOR TO JOINING R&P Wong Chuk Hang Southside Mall Interior Design, Hong Kong (Ongoing) Hong Kong Sam Tung UK Museum: Lost and Sound Exhibition, Hong Kong ► Shanghai National Exhibition and Convention Center: Hong Kong Pavilion, Shanghai, China ► Manarat Al Saadiyat: Art Installation in Al Burda Festival, Abu Dhabi, United Arab Emirates ► Westfield Century City: Sketching Hong Kong Exhibition, Los Angeles, USA P>6 , 19 Reich6Petch SIGNS AND EXHIBITS Designer Reidr�Petch NCAR-WYOMING SUPERCOMPUTING CENTER Square Footage University Corporation for Atmospheric Research 2,100 spnara filer Color -Ad teamed with Reich+Petch to providethe design, fabrication Contract Price and installation of an overhaul to the existing educational visitor - I-f00 center exhibit at the NCAR-Wyoming Supercomputing Center. Award Date - Installation Date November 2021 - November2022 Contact Information A/ Lauer NCAR Project Manager 303.P9?. 7288 a lmljcr rco ed,_; Our team provided guidance to the client through the entire design -build process. We developed exhibit design concepts and a visitor experience "vision" based on the client's desires. We worked with the client to refine the design package and the AV media experience. We produced, fabricated, and installed exhibit walls, reader rails, AV media programs, AV interactives, various graphic media types, and exhibit cases. P & Jt Reich&Petch sGNs AND exHi9ir5 Designer CALGARY ZOO: BUGTOPIA PLAY SPACE Calgary, AB ,CA Square Footage o„rJoor l.�re, ��,-�rorion Bugtopia is Calgary Zoo's exciting new nature inspired, interactive, and accessible play space. Larger -than -life, its designed for Project Budget children of all ages, particularly those ages 7+, and immerses the s! a visitor in the playful world of insects. Simple and approachable bug illustrations give children an easy way to learn about local species. Contract Duration The illustrations have been placed onto playfully shaped panels such as leaves, flowers, and grass throughout the playground for children to discover, while remaining cohesive with the overall Contact Information immersive experience. By interacting with bugs, kids can connect xnre Frost with every ecosystem component: water, land, forest, field, and air. The design has resulted in a delightful interpretive experience for 40' 9386 many visitors. P R21 Reich&Petch SIGNS AND EXHIBITS Designer Reich&Penh CALGARY Z00: PANDA PASSAGE Square Footage 69,793 square feet Project Budget $324,000 Contract Duration 7017-2018 Contact Information Judy Lang Former Senior Munoger (403) 968-0683 mlangoshow'cO Calgary, AB, CA Panda Passage at the Calgary Zoo leads visitors through the rich history of Giant Pandas in Chinese culture and highlights their role as symbols of wildlife conservation. The design is a marriage of soft colors, strokes, and textures —drawn from traditional Chinese calligraphyand art —that reflects the gentle nature of these majestic animals. The exhibit told the story of giant pandas and the role they play in wildlife conservation, underscoring the harmony of all - natural systems. It also highlighted the research, conservation, and educational work that the Chengdu Research Base of Giant Panda Breeding does for the giant pandas. ZZ PR& Reich&Petch SIGNS ANo Ex H'. BITS Designer NC AQUARIUM ON ROANOKE ISLAND Can7br idge Seven Associates Square Footage 21,500 squore feet Contract Price $2, 310, 919.00 Contract Duration Auk;>-2015-August2016 Contact Information klaylon 411hite Director; NC Aquarium on Roanoke Island 252-475-2306 maylan.white�am-aq�,or+v�s. C0117 State of North Carolina Color -Ad assembled a multi -disciplinary team of in-house fabricators, graphic production specialists, and various specialty subcontractors to complete the scope for this project. We provided turnkey fabrication and installation on acrylic animal tanks, scenic tank inserts, life support systems, scenic dioramas, graphic elements and signage, exhibit walls and structures, audio visual touch screen and projection interactives, soundscapes, thematic lighting, and custom fabric structures. Color -Ad was responsible for providing various animal tank upgrades and replacements. our duties included supplying new tanks, new scenic tank inserts, and newfully integrated life support systems for nearly 30 acrylic terrariums, FRP sa Itwater to n ks, acrylic jellyfish tanks, bubble tanks. 23 as , J Reich&Petch SIGNS AND EXHIBITS Designer Office of Krister Olmon Square Footage 4,805 square few,[ Contract Price ' 1 33V Award Date - Installation Date Mot ch 2016 - ocroher 2019 Contact Information Cwyo Lozzun, F.Yhioit Pionnei NPS Harpers Fer ry Center 304-535-6727 Caryn_LazZun nps.,0v ALASKA PUBLIC LANDS INFORMATION CENTER National Park Service Color -Ad teamed with the Office of Krister Olmon to provide all design -build services for exhibit planning, design, production, and installation of new indoor and outdoor interpretive exhibits for the Alaska Public Lands Information Center in Anchorage, Alaska. Our team produced multiple scenic reproductions and natural history models for this project. These items included a life-size, realistic 12 foot by 12 foot whale fluke model, tundra stonework facade applied to exhibit structures, various cast animal tracks, five realistically painted cast salmon models, and a life-size Alaskan ringed seal model with a realistic "wet, matted hair' finish, faux whiskers, and glass eyes. PiA1d 24 00b Reich&Petch SIGNS AND EXHIBITS Designer Riggs bl/uirl Design HAMPTON WATERWALK SIGNAGE City of Hampton Contract Price $209, C37. 00 Award Date - Installation Date _O,S 0 r,_b,'I , - Contact Information Philippe Fenowl, P.E. City of Hompton Public Works DwIneerin; )757) 727-6797 p h l hJ]pe. fenO LIII a i.nln 170Jn.gOV Color -Ad was hired to develop and implement signage for the City of Hampton's Waterwalk at Central Park. Waterwalk at Central Park is a 2.25-mile linear park and trail that stretches through the heart of the City, and more specifically the Coliseum Central business district. We teamed with Riggs Ward Design to design a signage system for the park and trail system that was functional, informative, and attractive. Our team designed, fabricated, and installed trailhead signage, wayfinding signage, mile markers, and interpretive signage with bronze tactile elements. We took special care to select materials that are suitable for the local marine climate in aesthetics and durability. 25 PUReich&Petch SIGNS AND EXHIBITS Designer Ruch&°er�i) TORONTO ZOO: PANDA INTERPRETIVE CENTER Toronto, ON, CA Square Footage 8,000 squor e _ r Prior to meeting the Zoo's newest guests, Er Shun and Da Mao, a giant 'Panda Gate' and outdoor interpretive educational exhibits Project Budget and signage led visitors into the Panda Interpretive Centre, an ;0,000 8,000-square-foot environment with interpretive exhibits that offered a 10-30-minute educational experience. Throughout Contract Duration the indoor and outdoor site, a bold modern aesthetic, Chinese - inspired imagery, immersive graphics, and interactive multimedia introduced visitors to the beloved pandas. Visitors were immersed Contact Information in everything they needed to know about this iconic, fascinating, Leono Mfrcheli and endangered animal. The clean white backdrop was punctuated Director; Fncil,ties with vibrant red accents which celebrated Chinese culture and & In/rost'ucture traditions, while bold black and white structures played off the J 16-392-59+35 panda's iconic appearance. iN7lrrhe1! xtot cnrOP00.ca 26 oobrw n& 1 PU Reich&fetch SIGNS AND EXHIBITS Designer Re'ehsPetdh MUSKOKA DISCOVERY CENTRE: WATERSHED WONDERS Square Footage 1. 100 square feet Project Budget 200 Contract Duration December 2018 -July 2019 Contact Information Ann Curley; Opemrions Mona"er0nd curator 705-687-6667 0r urleyareuhnuskoka.com Gravenhurst, ON, CA Watershed Wonders is a fresh, bold and interactive exhibit that focuses on the beauty, uniqueness and fragility of the Muskoka Watershed and the environmental threats to its health and future, a new voice and role for the Centre as an environmental steward. The design was inspired by the iconic features, natural color palette and incredible beauty of the beloved Muskoka landscape. Visitors experience the wealth of biodiversity through an interactive AV wall, a crawl -through, and hands-on experiences. The central installation is of an iconic Muskoka rocky shoreline, complete with models of a variety of local animals such as a great blue heron, loons, Massasauga rattlers, beavers, and turtles, all highlights for a young audience. 27 00b1I Reich&Petch SIGNS AND EXHIBITS l E PROPOSLO W ORF -LAN Proposed Work Plan APPROACH TO PERFORMING SERVICES MANAGING THE PROJECT WORK FLOW Our proposed project manager, Heather McDade, has taken the helm on numerous design -build contracts and fully understands the responsibilities that come with managing the work flow for a design -build project. Ms. McDade will track the progress of all work completed throughout the project and will be responsible for making sure all goals and requirements are met. DESIGN STAGES During the exhibit development process, our project manager will collaborate with Reich&Petch to ensure that they are responsive to all client input and requests while keeping various implementation/ fabrication methods in mind. We will also frequently consult with Reich&Petch to make sure they are on -schedule with each submittal during the design phase. SCHEMATIC DESIGN In Phase 1, "Schematic Design", R&P will first define the Creative Vision. Working closely with client team we will explore a range of options and design strategies to address the aspirations and audience, as well as the theme and the collections/objects to be displayed. Reich&Petch will work in close collaboration with the team to understand the aims, goals, and aspirations of the client, and how to address the diverse audience. We will explore the opportunities and the constraints. We will study the space, and the goals for visitor communications, outreach and input. Our design team will present a range of creative options that illustrate different experiences. Our team will similarly explore innovative ways that the media will complement the visitor experience. At the conclusion of this Phase, we will deliver a Design Report to summarize the results and the recommendations of this phase for the review and feedback of the client team. This will include a budget breakdown by the fabricator. Working closely with your interpretive planning team, we will discuss the various ways that your visitors learn and provide an optimal balance of exhibit design and media experiences. We will take a deeper look at how the exhibit and ideas achieve the goals and objectives of the Institution at large. We will plan the exhibit spaces in relation to visitor flow, space allocation, and itemize issues related to building engineering, electrical and IT requirements for discussion with the client team. P� � 28 V0tiA Roich6Patch sicNs EXH1.iRJ DETAILED FINAL DESIGN In the Detailed Final Design phase "The CAD Team" will work closely with the EcoCenter project team to evolve the Schematic Design established in the previous phase. The work of this phase is based on the design scope developed to date and is targeted to explore all of the exhibit design features of the project. The design documentation is a smooth evolution from the schematic vision. Through design development we will explore each part of the design (exhibits, graphics & media). The design details of this phase are an important part of the process since they must reflect the project budget as the basis for the technical detailing and the fabrication phase. PRODUCTION TRANSITION During the pre -production stage, when the project transitions from design to fabrication, our project manager begins the process of organizing the fabrication execution plan and assigning tasks to our in-house team. The project manager conducts an internal production meeting with in-house key personnel and project support staff. This pre -production meeting serves to familiarize the production team with the project, define the type and scope of the work for each department, review the assigned responsibilities, analyze the project scope of work matrix along side the preliminary project schedule, assess the estimates for each aspect of the project, organize the scheduling for materials and production, review quality control responsibilities throughout the production process, and assign action items for each individual on the project team. The ultimate objective is to walk out of the meeting armed with a clear plan to move each scope in the project forward. EXHIBIT FABRICATION 1. Fabrication Submittals We will go through a series of submittals and approvals to determine crucial details for each work package before we begin production/fabrication. The due dates and specific deliverables for each submittal will be refined with the EcoCenter team throughout the design stage. This stage in the project is where the EcoCenter team will have the opportunity to ensure that Color -Ad builds the exhibits that have been envisioned. We will guide the EcoCenter team through the process by pointing out the areas in each work package where we will need further clarification on what you want and also provide the EcoCenter team an opportunity to make adjustments, corrections, and comments on any of the work packages we plan to produce. Submittals will include: ► Shop drawings ► Catalog cut sheets ► Color and material samples ► Graphic proofs ► Graphic production samples ► AV technical drawings PR& .. 29 Reich&Petch SIGNS AND EXHIBITS 2. Progress Updates and Shop Inspections Color -Ad will provide various forms of progress updates through progress photos, videos, live video chats, and shop inspections. The client will have ample opportunity to see the status of the exhibits throughout the fabrication process. We will coordinate with the client to provide the updates as requested and as necessary. 3.Prototyping Shop inspection set-up for Peoria PloyHouse Mock-ups or prototypes might be required for unusual or innovative approaches to presentation and interpretation. This includes elements that incorporate new technology, mechanical devices, lighting effects, or other special effects or concepts that are unfamiliar to the project team. In these cases, it is helpful to fabricate mock-ups or prototypes to test the idea and work out problems before making a final decision about their use in the project. Our in-house craftsmen and women will fabricate each mock-up or prototype to demonstrate and test the functional characteristics required in the final production version. When the initial mock-ups or prototypes have been thoroughly reviewed and tested, we determine which elements need revisions and refinement and which elements can be confirmed for final fabrication. If necessary, our team will revise the design or implementation method based on the information and review comments we gather during the process. Once the items have been approved, our team will begin final fabrication on the exhibit elements. Prototype testis; for Boston Mill VrsitorCenter EXHIBIT INSTALLATION Delivery Using information gathered throughout the project, our project manager will develop a delivery and installation plan. The plan will include specifying component sizes so they can be easily installed, locating the best possible building access points for the components and producing an installation schedule that sequences all on -site activities. Our project manager will coordinate all deliveries with facility personnel to ensure that the installation is handled in a proficient and safe manner with minimal impact on any other entities working inside the building. On -Site Activities Our project manager will travel to the site and oversee the entire installation of each work package, including that of our subcontractor, ensuring that all components meet the approval of the EcoCenter team upon final walk through. Our team will shop fit all components for the exhibits which minimizes the need for on -site modifications and construction activities except where absolutely necessary. We will consolidate our tools and clean up debris prior to leaving the site each day. We will bring along brooms, shop wipes, and other cleaning agents to clean the exhibits prior to the walk-through inspection. R& , 3D Reich&Petch S;GNS AND EXH18ITS Walk-through Inspection Once the installation is complete, we will conduct a final walk-through with the EcoCenterteam. During the walk through, our team will create a punch -list and begin work on correcting any deficiencies. After the walk through, we will schedule a training session at the convenience of the staff. Our project manager and any appropriate members of our fabrication/installation team will be available to demonstrate and provide detailed information for the proper use, maintenance, and troubleshooting of the final product. CLOSEOUT AND WARRANTY 1. Closeout Documentation We will provide comprehensive maintenance manuals to the client upon completion of the exhibit installation. These manuals will include pertinent information that will help the staff maintain the exhibits. Our manuals will include: ► Contract information for all contractors and suppliers who contributed to the project ► Cleaning instructions for all exhibit structures, finishes, graphic panels, tactile models, etc. ► Repair instructions for any damage to exhibit surface materials ► As -built exhibit drawings ► Product list and catalog cuts for all products purchased for the exhibit ► Manufacturer's warranties for all off the shelf equipment ► Access instructions for all exhibit structures ► Color and finish samples 2. Warranty Period All products and components including, but not limited to, metal structures, graphic panels, paints, and vinyl, manufactured and installed by Color -Ad, Inc., in partnership with our subcontractors, are warranted for a period of one (1) year from the date of completion against defective product or workmanship, apart from standard back to back warranties from the manufacturers/suppliers. rypicol diagrom of occess instructions in our maintenance man„a5 PR&31 Reich&Petch 3 GNS AND ExH131 rs Proposed Work Plan SPECIAL CONSIDERATIONS PROJECT SUGGESTIONS, CONCERNS, AND CONSIDERATIONS We have provided special considerations throughout our implementation plan on the following pages. Each phase of the project contains a paragraph that details our suggestions and specials considerations/concerns for that phase. P'�32 Reich6Petch SIGNS 1AND01 EXHIBITS Proposed Work Plan IMPLEMENTATION PLAN PROJECT KICKOFF Project Award March 2023 ► Team mobilization ► Kick-off meeting (weekl) ► Review schedule deliverables The team of Color -Ad with the Reich&Petch design team hereinafter named the Color -Ad Design Team (the "CAD Team") intend to mobilize to commence dialogue with the EcoCenter client team quickly following project assignment, according to the following summarized work process. The "CAD Team" will schedule an onsite meeting to introduce the team, review roles, discuss process and schedule, and review and assess the building and site. We seek to provide the EcoCenter team an opportunity to discuss their ideas regarding the greater project objectives, priorities, and any aspects of the projectfrom the process and budget through to stakeholder input and the overall project goals. Through dialogue we will ensure that we understand the performance parameters of the project (such as budget compliance and building integration and otherwise). We will work closely with the EcoCenter project team to understand the specific and expansive goals for the project. Within the first weeks of the project, given the very fast schedule we assume that the client team will be able to hand over the anticipated list of critical information relating to any objects or specimens for display alongwith available visuals, media, and/or research material as it relates to the EcoCenter etc., as well as any drafted script documents if relevant. Additionally, the EcoCenter will provide further information as it relates to the exterior signage such as branding style guides, logo files, fonts, and site plans with typical visitor flow/access path analysis if available. EcoCenter Team Responsibilities The following list identifies roles and input required from the client team: ► Provide standards/guidelines required for text development and planning ► Help to define objects /artifacts / props / images / AV assets ► Articulate project objectives and goals ► Provide branding style guides, signage standards ► Host in -person Kick-off meeting Reich&fetch / Color -Ad 0.1 Confirm space, dimensions, building details for exhibit, site conditions Task: Review technical documents/drawings of the Exhibit spaces -"backgrounds" for exhibit design. P R&33 Reich&Petch SIGNS AND EXHISITS 0.2 Discuss client VISION for visitor experience & collections Task: Discussions with EcoCenter team, define project goals: Messages, Visitor Experience, Design. 0.3 Review Existing Exhibit Conditions Task: Assess exhibits to determine if any existing components are desirable for reuse and what should be safely disposed. 0.3 Evaluate internal technical resources and capabilities Task: Review technical resources and capabilities, develop plan around those resources. 0.4 Review and update of schedule Task: Update project schedule report illustrating basis for the overall design / project parameters. Suggestions / Special Concerns The kick-off meeting will require some advance material provided by the EcoCenter team. This may include access to existing exhibit content, imagery, illustrations etc, current research undertaken by EcoCenter staff, key themes and stories expected to be discussed among others. Client expectations need to be tabled early for the "CAD team" to assess. We want to ensure expectations are aligned and feasible within the project's budget and schedule. 34 P� Reich&Petch SIGNS AND EXHIBITS PHASE 1: SCHEMATIC DESIGN The goals & objectives for Phase 1 activities are confirmed as follows: The "CAD Team" will facilitate the Schematic Design Phase by focusing on various design options, content messaging, and programming. By exploring and presenting various alternative design directions we will be able to explore the look and feel for the design as well as the budget parameters of the project, as approved. We will coordinate with EcoCenter to: ► Define the key topics and messages, confirm key assets, images for graphics and media features. ► Develop the Interpretive plan and visitor experience; address how the design meets the technical parameters of the building and its specific integration requirements; address how the design meets the daily and long-term operations, flow, sustainability. In the Schematic Design phase 'The CAD Team" will work closely with the EcoCenter project team to develop a design and visitor experience 'vision". Through dialog, we will discuss various options how we get to a unique project solution. The objective is to confirm the 'big idea" / exhibit vision, establishing a basis of content & design structure for the project, based on content, the interpretive plan & preferred design option. We will explore the overall design organization of the project, based on the target themes and messages. Through design options we will explore various aspects of the project design (Exhibits, Graphics & Media) and reflective of the project budget. Through the use of exhibition design renderings, we will explore the three-dimensional look and feel of the design options incorporating graphic design ideas. Materials concept boards will show the options for color and finish. Following is a brief overview of the process of this phase. We will explore internal and external environmental conditions and consider material and fabrication methods that are suitable with minimal environmental impact. We expect that EcoCenter will provide research guidance, technical and object information. Workshop -meetings and virtual bi-weekly calls & provide monthly progress reports. We will host / facilitate regular on-line workshops and conference calls as means to work together to create the basis of the design and to explore various design options for the overall approach to the project. EcoCenter Team Responsibilities The following list identifies roles and input required from the client team: ► Provide feedback on content overview, intended messaging & script ideas ► Provide feedback on design concepts ► Manage object data / lists provided for design team ► Join bi-weekly team meetings ► Client review and approval P 35 Reich&fetch 0SGNS AND Exweirs Reich&Petch / Color -Ad 1.1 Virtual Creative Workshops / Ell -weekly meetings Task: Establish sequence of workshops, bi-weekly meetings, topics, agendas as framework for work of this phase. 1.2 Interpretive Plan Outline Task: Develop an interpretive outline defining key messaging, visitor experience, and thematic structure. 1.3 Design Concepts Task: Create visualizations, sketches, diagrams, graphic approaches, charts based on workshop outcomes. 1.4 Review of existing digital assets and visualizations Task: Catalog existing digital assets and visualizations. Verify suitability for intended use. 1.5 Prepare Design Document that outlines the overall approach Task: On -going refinement of design visualizations, sketches, diagrams, graphic approaches, charts, showing agreed design. 1.6 Presentation (virtual) Task: Host virtual presentation showing agreed design direction this phase (exhibits, graphics). 1.7 Prepare Budget Summary #1 Task: Update #2 budget report illustrating budget per category design (exhibits, install etc). 1.9 Review and update of schedule Task: Update project schedule report illustrating next phases and critical updates that may evolve. Suggestions / Special Concerns We would suggest preparing in advance an artifact/object/specimen list of priority or critical for inclusion in the exhibit. The initial schematic design phase does require some close collaboration so Its critical EcoCenter staff and stakeholder are available for workshops, meetings and review to avoid delays and certify unified acceptance. Ensuring full understanding of the building conditions, programming, and mechanical and electrical systems, in addition to "the CAD team's" site review, we would require access to the facility manager for a fulsome understanding of the building's limitations and needs for improvement in facilitation of the exhibition. P6 1 36 R& Reich&fetch siGus AND exH'� d PHASE 2: DETAILED FINAL DESIGN The goals & objectives for the Phase 2 activities are confirmed as follows: "The CAD Team" will develop the Exhibition design scheme based on the design scheme selected at the conclusion of Phase 1. The Design Scheme will show exhibit topics and topic zones, display techniques, visitor circulation flow. We will develop and define the design with EcoCenter regarding: ► Exhibit overall planning, media outlines, design sketches of key displays showing associated key images and graphics suggested; draftgraphic panel layouts for select exhibit areas to be provided. ► We will complete the overall design layouts and design detailing forall exhibits to allowthe project to move into the technical detailing and fabrication. In the Detailed Final Design phase "The CAD Team" will work closely with the EcoCenter project team to evolve the Schematic Design established in the previous phase. The work of this phase is based on the design scope developed to date and is targeted to explore all of the exhibit design features of the project. The design documentation is a smooth evolution from the schematic vision. Through design development we will explore each part of the design (exhibits, graphics & media). The design details of this phase are an important part of the process since they must reflect the project budget as the basis for the technical detailing and the fabrication phase. Our team produces excellent design documents that represent and visualize critical aspects of the exhibit design. Our design documents explore the integrated aspects of the project: Exhibit Design, 3D models and sketches explore three-dimensional exhibit design and integration with the building; Graphic Design explores typography, illustrations, and infographics as these integrate with the exhibits; Display details show the integration with the exhibits & graphics. Media design (options, budget pending) will show media concepts. Material samples will illustrate the options for colorways and tactile material selections. Environmentally acceptable materials will be part of the material discussion based on available options and agreed upon preferred outcomes. Exploring the project design in these ways will help clearly visualize the complete project for the EcoCenter team and becomes the basis for the fabrication in the next phase. Following is a brief overview of the process of this phase. Virtual bi-weekly calls & provide monthly progress reports We will host / facilitate regular on-line workshops / conference calls as means to detail the design scheme / to develop the design and the design details. EcoCenter Team Responsibilities The following list identifies roles and input required from the client team: ► join progress meetings (TBC) ► Content / text development reviews and edits provided to design team ► Photo, scenographic and digital imagery approved ► Client reviews and approvals to proceed PR37 Reich&Petch SIGNS AND EXHIBITS Reich&Petch / Color -Ad 2.1 Participate in team meetings Task: Host bi-weekly team meetings, virtual: Plan topics, agendas, prep materials, upload meeting notes, documents. 2.2 Develop Detailed Design, Graphics, Technical Specs Task: Design development & details for all aspects agreed design (exhibits, graphics, media, tech, finishes). 2.3 Prepare Detailed Design documentation (FINAL) Task: Prepare / deliver final design development package linking concepts, themes, messages and design. 2.4 Finalize all Text and Content (FINAL) Task: Prepare final complete script package for client approval and inclusion in final design documentation. All images are sourced and purchased for use in the final exhibit. Suggestions / Special Concerns Final text development and approval is critical to the timeliness of the project. We anticipate the EcoCenter's curatorial/visitor engagement team is required for the finalization and approval of all text prior to hand-off to graphics. Timely and collaborative discussions will be critical at this stage and requires staff resources. PHASE 3: FABRICATION AND PRODUCTION The goals & objectives for Phase 3 activities are confirmed as follows: 'The CAD Team" will provide detailing, shop drawings, and fabrication services according to the agreed design developed with the EcoCenter team. Our design/fabrication team will move the project into fabrication as follows: ► Wewill provide complete fabrication of all displays and exhibitfeatures including exhibits, graphics, hands-on exhibits and media production (budget pending). We will provide graphic design production organized by various exhibit zones. We will provide graphic artwork for the script elements. We will provide material selections that consider environmental impact, durability and ease of maintenance and replaceability. We will provide operation and maintenance information and product sources information for replacements. In the Fabrication phase "The CAD Team" will evolve the design into the technical details and logistics for fabrication. We will continue to work closelywith the EcoCenter project team to discuss and review project details and progress. Following is a brief overview of the process of this phase. All efforts will be made during fabrication to minimize material waste by suggesting alternative sizing of exhibit elements to maximize materials. Virtual bi-weekly calls & provide monthly progress reports We will host/ facilitate regular on-line workshops and conference calls as means to review in -progress fabrication details including exhibits, graphics and media. R 38 Reich&fetch SIGNS AND EXHIBITS EcoCenter Team Responsibilities The following list identifies roles and input required from the client team ► Participate in bi-weekly team UPDATE meetings ► Review and approve fabrication submittals ► Review and approve graphic PDF proofs ► Review and approve AV submittals Color-Ad/EcoCenter Team 3.1 Virtual meetings to address details Task: Host periodic virtual meetings, address aspects of project detailing, coordination & production, for EcoCenter client update and critical reviews / input. 3.2 Prepare shop drawings, prototypes, and samples Task: Develop technical documents / drawings / samples to show the various production categories. 3.3 Graphic design layouts / proofing for Client sign -off Task: Develop, graphic pre -production documents drawings for EcoCenter review, signoff. 3.4 Material Samples Submitted for Approval Task: Develop, material samples submittals pre -production for EcoCenter review, signoff. 3.5 Graphic Print Samples for Approval Task: Develop, graphic samples pre -production for EcoCenter review, signoff. 3.6 Purchasing /securing materials and AV equipment Task: Proceed to material orders / AV hardware purchases as required to fabricate agreed design. 3.7 Production of all Exhibits and Graphics Task: Proceed into the production activities for the exhibit features and graphics. 3.8 Audio Visual Production as required Task: Proceed into the production activities for the Media exhibit items / software production. 3.9 Crate Fabrication Task: Build cases / crates as required to suittransportof the exhibits, graphics and media to EcoCenter site. 3.10 Final Viewing of All Components virtually Task: Host periodic virtual meetings, for EcoCenter client update, to witness shop reviews, exhibits in production. 3.11 Adjustments to Exhibits as Required Task: Fine-tuning of exhibits, graphics, media prior to shipping to the EcoCenter site. R& � MV 39 Reich&fetch SIGNS AND exnieiis Suggestions / Special Concerns Any concerns for this phase would be attributed to availability if materials and equipment. We would minimize any impacts with advance consultation with suppliers and report any concerns prior to fabrication. Lighting equipment has been a fluctuating item in recent months and would need special attention to avoid specifying discontinued products. Additionally, any media interactives, need to be approved prior to production commencing to avoid any scope changes which may delay and increase budgets. PHASE 4: DEMOLITION AND DELIVERY The goals & objectives for Phase 4 activities are confirmed as follows: In this phase we proceed to move all exhibits to the site. We will mobilize and pack and transport the exhibits to the project site. Organize all exhibits for shipping. We will provide shipping to site with safe crating, packing and unpacking for all exhibit features. Prior to site delivery we will begin demolition of the site as prepared and coordinated with the "CAD team" and the EcoCenter team. Color -Ad 4.1 Site demolition and preparation Task: Building and exterior site locations are prepped for acceptance of exhibit installation. Remove and properly disposing of garbage. Site cleaned and ready for delivery. 4.2 Exhibit is crated and loaded for transport Task: Exhibits are crated and loaded for safe transport of the exhibits, graphics and media to the EcoCenter site. 4.3 Transport to Santiago Creek EcoCenter Task: Plan and facilitate safe transport / shipping of the exhibit features to the EcoCenter site. Suggestions / Special Concerns Prior to demolition the EcoCenter should be prepared to demount, pack and store any elements currently on display for either reuse in the exhibit or for long-term storage. Typical concerns will arise during demolition when unexpected conditions are revealed behind existing walls, floors, electrical and lighting systems etc. Advance analysis by "the CAD team" with the facility manager will minimize any impacts. P6 , 40 Reich&fetch SIGNS AND EXHIBITS PHASE 5: INSTALLATION AND TESTING The goals & objectives for Phase S activities are confirmed as follows: In this phase we proceed with the receipt of shipping to the site; the unpacking of the shipping crates, and the processes of the installation of the exhibits, graphics and the media. For the installation phase the Color -Ad site team will unpack all aspects of the exhibit as fabricated and provide experienced, expert site team to install the exhibits smoothly. We will continue to work closely with the EcoCenter project team to discuss progress of the installation as it proceeds through structures, graphics installation and media installation. It is assumed that the EcoCenter client team has expert personnel who will be responsible for receipt of the exhibits, crate handling, and provide staging spaces and access to the building spaces for the purposes of exhibits installation. Following is a brief overview of the process of this phase. On -site review of the Installation & provide report We will facilitate on -site meeting to review the installation work. EcoCenter Team Responsibilities The following list identifies roles and input required from the client team: ► Confirm receipt of exhibits / Staging areas ► Participate in site -meetings ► Participate in inspections and deficiencies Color -Ad 5.1 Unpack crates at site, install exhibits, graphics, AV hardware Task: Process receipt of the exhibits at the site, unload, uncrate, check condition, facilitate install at site. 5.2 Test all components Task: Upon installation verify the correct operation of exhibits, tech connections, and media operations. 5.3 Walk through with Client Task: Facilitate a walkthrough / review of the installed exhibits with the EcoCenter project team designate. 5.4 Prepare punchlist Task: Prepare the project deficiency list following the walkthrough / review of the installed exhibits. Suggestions / Special Concerns During installation it will be critical ensure the site is accessible for installation team to work without delays and have access to key client point of contact. If the building and site is accessible to visitors advance planning and communication between installation crew lead and the EcoCenter is important to establish a safety plan to protect visitors, staff and exhibits. R 41 P Reich&Pet<h SIGNS AND EXHIBITS PHASE 6: HAND -OVER AND CLOSE-OUT The goals & objectives for Phase 6 activities are confirmed as follows: On -site or virtual review of the handover of the project manuals / materials / warranties We will facilitate meeting to review the installation work & project documents EcoCenter Team Responsibilities The following list identifies roles and input required from the client team: ► Attend training ► Sign off and acceptance of exhibits Color -Ad 6.1 Address remedial items Task: Provide remedial services to the agreed project deficiency items regarding the installed exhibits / media. 6.2 Assemble design / fabrication documentation Task: Gather and provide to EcoCenter all the project documents (design drawings, technical details, as -built drawings). 6.3 Exhibit installation completed / press previews Task: Review completed deficiency items with client (virtual walkthrough) confirm completed exhibit scope. 6.4 O/M binders and warranties Task: Gather and provide to EcoCenter all the project documents (warranties & manuals). 6.5 Staff training (one day) Task: Provide EcoCenter visitor services team training on operations of complete project regarding exhibits and media. 6.6 OPENING / suggested Task: Design team available (virtually) to provide input / assistance to EcoCenter team on exhibit opening. Suggestions / Special Concerns The schedule is a draft of the proposed plan and it's important that the EcoCenter communicate any specific dates for opening if they are to align with specific events or calendar dates. The schedule will constantly be reviewed from the start of the project with client feedback to ensure all key dates are communicated in advance. 42 � Pfi 1 0 Reich&fetch AND EXHIBITS ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■fi■■■■■■■■■■fill■fill■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■I I■■■■■■■■■fil 11 l■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■11©Hl 11 if it if it l■11■I I■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■II■IIIIIII Illllllfill■II■■■■ ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■I IDI II II II II II101111■■■■■■ ■■■■■■■■■■■■■■■■■■■■■■■IIE�■■■■■■1111■Ilfi■1111■■■■■■■■■■■■■■■■■■ ■■■■■■■■■■■■■■■■■■■■■■■110■■■fill■■1111■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■11©■■■■■■■fi®I■■1111■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■11©■■■■■■fill■1 ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■■■■■■■11©■■■■fifil111■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ ■fiDi■fif if1110fi1111■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■■ Proposed Work Plan CONCEPTUAL DELIVERABLES 'Smithsonian National Museum of American History: Entertainment.Nation,W gtoovD:6.,USA- Concept Sketch `! Smithsonian National Museum of American History: Entertainment Nation, Washington D.C., USA - Early Concept Sketch phdfa Pro('_ Smithsonan National M seum of Ameeican History: Entertainment Nation, hington D.C., VISA - Early C90feptSketch'- lsb,.gi t.Cv A J FR Reich&fetch SIGNS AND ExMIa:Ts e4' Cape Fear Museum of History and Science, "His of the 1898 Massacre" Exhibit, Wilmington, NC, Cape Fear Museum of Hi, Science, Wilmington, NC, 46 P 1 Reich6Petch eaiALGARY j: Youth Link Calgary Interpretive Centre: Exhibits,( R �7 P� 00b od Reich&Petch SIGNS AND EXHIBITS t .. ` ARr s.osv �=—� �voa�cn mmiscn 3'� nucxvnov � s+anm .; SK tBFI.M JI. SCIENCE INTRO p Pana mxldwnuv II I _ _ i.E�sccox CONTEMPORAR` Aga Khan Museum: The Moon Exhibit, Toronto ON, CA 1,7 Ss RI _- set�tttdf4ature&Science,Wilmington,DE,USA Smithsonian National Museum of Natural History: Hall of Mammals, Washington D.C., USA 'i P 1 _ - _._ _. _. � W RBIChePetch SIGNS AND EXHIBITS Proposed Work Plan RENDERINGS AND MODELS Santiago Creek Eco Center — Concept Diagram — conceptual approach & 8 9\ M ,11 .................... 1 . Intro — Santiago Eco Creek center 2. Understanding the Wonder of our watershed 3. Watershed Explora — discover plants & animals 4. Looking closely at nature —Augmented reality 5. Understanding human Impacts 6. Celebrating our cultural connections 7. Exploring the life on & below the surface 8. The Tree climber zone — get up into nature! 5 `6 \ 7 `12 9 . Activity center— makers make changes 10. Projection zone — changing topics and shows 11. The Story zone 12. The collectors corner— Lending or Leaving �` 6 b L d C N C6 c I Imi, I v I Proposed Work Plan GREEN PRACTICES Environmental Sustainability is an increasingly important issue for cultural institutions of all kinds, whether they explicitly address this in their exhibitions and conversation with visitors or not. It is also influencing how we build projects so that as public institutions, visitor centers can reinforce their role as civic leaders and responsible corporate citizens. Sustainable choices are also excellent for very practical issues such as overall energy consumption and air quality. Some of our senior staff are LEED Accredited and when needed by the client, we can execute LEED certified exhibition projects. We are always exploring ways to reduce the carbon footprint of projects and bring this expertise to bear in all our work. Wherever possible we consider alternative sustainable products and systems to reduce energy consumption and protect and conserve the content and objects on display. This involves ensuring that the materials and systems used in exhibits are robust enough to not need constant retouching and repair, reducing the need to replace parts and keeping the material demands of the exhibit as low as possible after its manufacture. R&P is a member of the Canadian Green Building Council and subscribes to a number of sustainable design publications to keeps our staff apprised of new green technologies and design concepts. R&P is currently involved in many sustainable projects. By understanding the impact that exhibition design and fabrication has on the environment allows us to make informed decisions on about how best to reduce that impact. The use of hard -to -recycle materials, products that are toxic or require a lot of fossil fuel energy to produce may not be entirely avoidable, but how we use and include them can reduce waste and make for a greener exhibit. Additionally, we will design components for fabrication in a way that maximizes the use of sustainable materials and reduces waste. Another strategy to be considered is the use of mechanical fasteners to connect and attached exhibit components rather than glue, allowing for materials that can't be recycled to be broken down and reused for another purpose after exhibition refresh or rotation. Graphic panel substrates and production methods can be utilized to minimize environmental impacts. Consideration for non-pvc print media or cardboard panels with a honeycomb core made of 100% recycled material with edge protection can be used. Alternatively, if the budget allows, aluminum composite panels can be used as a substrate which is lightweight, reusable, and recyclable. All lighting will use LED fixtures reducing energy consumption as compared to fluorescent or incandescent bulbs. Extra attention will be put into maximizing efficient light fixtures whereby we can reduce the total amount of energy use. Moreover, where possible, light fixtures will be equipped with dimmers allowing the opportunity to reduce overall energy use, with lower light levels. The use of non- VOC paints and finishes will be utilized to reduce any off gassing of volatile organic compounds. For any millwork fabrication, MDF with no added formaldehyde would improve air quality for visitors and staff. MDF lite could reduce the overall weight load reducing fossil fuel consumption during shipping. Our goal is to explore and research all potential options including best practices. We will be happy to work with you to ensure we are meeting your environmental standards, whether that involves products sourced locally to reduce emissions or made of post -consumer products, designing for use of post -consumer materials, ensuring minimization of carbon emissions on transport, or made with mind to any other specific environmental requirements. The stewardship of our earth is a responsibility that Reich&Petch takes very seriously, and we always love to work with like-minded institutions to create exhibits that create impact for the visitor, not the planet. 52 r ReichSPOtch SIGNS AND EXHIBITS IF. REFERENCES CITY OF SANTA ANA Color -Ad References ATTACHMENT B REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE University Corporation for Customer Name: Atmospheric Research Contact Individual: AJ Lauer, Project Manager Address: PO Box 3000 Boulder, CO 80307 Number: 303.497.1288 EMAIL: ajlauer@ucar.edu Contract Amount: $405,671.00 Year: 2022 Description of supplies, equipment, or services provided: Exhibit design, fabrication and installation REFERENCE Customer Name: NC Aquarium on Roanoke Island Contact Individual: Maylon White, Director Address: 3125 Poplarwood Ct, Suite 160 Phone Number: 252-475-2306 Raleigh, NC 27604 EMAIL: maylon.white@ncaquariums.com Contract Amount: $2,310,919.00 Year: 2016 Description of supplies, equipment, or services provided: Exhibit design. fabrication and installation REFERENCE Customer Name: National Park Service Contact Individual: Caryn Lazzuri, Exhibit Planner Address: 67 Mather Place, Harpers Ferry, WV Number: 304-535-6727 EMAIL: Caryn_Lazzuri@nps.gov Contract Amount: $1,534,021.00 Year: 2019 Description of supplies, equipment, or services provided: Exhibit design, fabrication and installation THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 22-111 Interpretive Exhibits at Santiago Creek Eco-Center 41 53 � P6 , —'�w•X_jr] Reich6Petch SIGNS AND EXHIBITS "_ El CITY OF SANTA ANA ATTACHMENT B REFERENCES Reich&Patch References List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE Customer Name: Calgary Zoo Contact Individual: Judy Lang / Katie Frost Address: 210 St George's Drive, NE Phone Number Judy (403) 968-0688 / Katie (403) 232-9386 Contract Amount: $324,000 EMAIL: imlang@shaw.ca / KatieF@calgaryzoo.com Year: 2018 Description of supplies, equipment, or services provided: Exhibit Design, Graphic Design, Interpretive Signage Design, Design -Build REFERENCE Customer Name: Muskoka Discovery Centre Contact Individual: Ann Curlely Address: 275 Steamship Bay Road Phone Number: (705) 687-6667 Gravenhurst, ON, CA P1P 1Z9 Contract Amount: $400,000 EMAIL: acudey@realmuskoka.com Year: 2018 Description of supplies, equipment, or services provided: Exhibit Design, Graphic Design, Design -Build REFERENCE Delaware Museum of Customer Name: Nature and Science Contact Individual: Halsey Spruance Address: 4840 Kennett Pike Phone Number. (302) 658-9111 ext 302 Wilmington, DE, USA 19807 EMAIL: hspruance@delmnh.org Contract Amount: $5,000,000 Year: 2022 Description of supplies, equipment, or services provided: Exhibit Design, Master Planning THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 22-111 InteTretive Exhibits at Santiago Creek Eco-Center 41 54 P»s , � Reich6Patch SIGNSAND EXHIBITS Cost Proposa BUDGETARY BREAKDOWN Santiago Creek Eco Center Itemized pricing and budget allocations Direct Costs of Design Services Total fixed fees: Project Startup and Mobilization $18,625 Schematic Design $64,292 Design Development $91,584 Design Services Subtotals: $174,500 Exhibit Fabrication and Demolition Allowances Budget Allocations: Exhibit structures/thematic elements $262,000 Exhibit cases $30,000 Animal enclosures and life support $75,000 Exhibit graphics $40,000 AV production, hardware and integration $50,000 Shipping/delivery $25,000 Installation $108,000 Project management $86,000 Exhibit Fabrication Subtotal: $676,000 General Conditions Allowances Total fixed fees: Image acquisition allowance $7,500 Graphic samples $5,000 Finish samples $2,500 Misc. submittals $8,000 Field Survey $6,500 General Conditions Subtotal: $29,500 Total Price: $880,000 *Please Note: The CAD Team understands and expects the above allowances to move around as the design develops and through interactive discussion between your team and ours. We also understand that the project must come in within this Total Price. P�55 RaichBPetch SIGNSANU EXHIBITS Cost Proposal CONTROLLING COSTS When we participate in design -build contracts, it is our responsibility as the project manager to ensure that our team is designing the exhibits in such a way as to maximize the visitor experience while staying within the specified target production cost or "design -to" figure for the project. Before the project begins, we will clarify with the client what is included in the design -to figure. Depending on the project, the design -to budget may also include media development costs such as image acquisition, original artwork, or audiovisual and multimedia programs. To ensure that our team is staying within the given budget, we provide regular production cost estimates based on the detailed specifications submitted by our designer throughout the exhibit development process. As the planning and design work proceeds, our production cost estimates become increasingly more detailed to reflect the level of design progress. Our team will determine the estimates based on our professional experience with similar elements and by researching the cost of similar recent projects. We designate our exhibit production cost estimates as Class A, B, and C based on level of detail. Class B and C contain less detail and are more typically "allowances," while Class A is an accurate estimate based on detailed design specifications. We provide the Class C production cost estimate in the pre -design phase and it typically includes the total square feet of the exhibition space, overall exhibit cost and cost per square foot, and any early identified high -cost elements such as a large diorama or complex exhibit case. During the schematic I stage, we provide a Class B production cost allowance. This allowance consists of the estimated overall cost for each exhibit area identified in the exhibition plan. Once we get to the schematic II, design development I, and design development II phases, we provide continuously updated Class B production cost estimates. The updated cost estimates include a short description of proposed exhibits and major exhibit elements within each exhibit area, the cost associated with each proposed exhibit and / or exhibit element, and allowances for contingency, shipping, and installation as separate line items. Once we reach the production documents phase, we will provide a comprehensive Class A production cost estimate. The Class A estimate includes exhibition fabrication costs organized according to exhibit scene, content group, and exhibit elements within each content group. The estimate shows itemized material, labor cost, and mark-up costs on each element. We also include media costs for all content purchased specifically for the exhibition and not already accounted for in the exhibit planning and design budget, all graphic production costs, all av and lighting equipment costs, and exhibit installation cost. The Class budgets submitted in each stage of the project indicate what adjustments we need to make in order to stay within the design -to budget. Continuously providing estimation feedback to our designer and the client throughout the project allows us to ensure that we can address issues before they become a burden on the budget and/or the schedule. PR56 Reich&Petch SIGNS AND EXHIBITS Cost Proposal EXAMPLES OF CONTROLLING COSTS NORMANDY AMERICAN CEMETERY Controlling Costs Through the Design Stages Color -Ad teamed with a design firm to provide overall exhibit planning and design, fabrication, transportation, and installation for the exhibit upgrades. Given that the site and exhibition is a focal point for remembrance, material quality was specified to the highest standards during the design stages. Our project manager and estimator worked with the design firm to provide steady feedback on material specifications, fabrication techniques, and cost effective implementation methods to provide a high quality and robust exhibition that could stand up to the high volume of use, while ensuring we were designing to the given budget. For example, our designer provided concept presentations at various levels of development for our review. Based on their concepts, we provided itemized budgets for each exhibit area and element. As the concepts became more refined, we began providing suggestions for material specifications and fabrication techniques that would achieve the design intent yet not exceed the budgets we provided. JIMMY CARTER NATIONAL HISTORIC SITE Achieving the Desired Design Intent Within the Budget The jimmy Carter project was a true working collaboration between Color -Ad and the cllent to achieve outcomes that were either not conveyed in the bidding documents or not fully developed at the time of bid. For example, the bid documents portrayed a solid mass bas relief model of the windmill at Jimmy Carter's boyhood home but the client had intended it to be a wire frame reproduction. Since the budget for the exhibit piece was not sufficient to fabricate a wire frame windmill, our team devised a way to create the windmill as an electronic 3D wire frame model without exceeding the original budget for the bas relief windmill. Our 3D modeler created a digitally sculpted rendition of the windmill and we CNC-milled the objects out of a combination of suitable materials to provide the look desired by the client. ALBUQUERQUE MUSEUM Value Engineering Museum -Quality Case Color -Ad coordinated with the client and designers to provide high quality exhibits that remained within the existing budget. Our estimators, project managers, and fabrication specialists collaborated on the value engineering of 16 glass exhibit cases and 69 wall and base vitrines for a total savings of $90,000 from the original specifications. Our team took special considerations while value engineering the case package to preserve the intended function, durability requirements, and design intent. This included analyzingthe conservation requirements of each case, understanding the access requirements of each case, and studying the display requirements and desired artifact layouts for each case. PR57 Reich&Petch SIGNS ANJ EXHIBITS Garcia, Stephanie From: City of Santa Ana <certificate-request@ctrax.jdidata.com> Sent: Monday, June 12, 2023 8:56 AM To: jvelke@color-ad.com; Fisher, Ethan; Garcia, Stephanie Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Color -Ad, Inc. Name: Project TBD (115) Number: Project AGREEMENT BETWEEN THE CITY OF SANTA ANA AND COLOR -AD, Name: INC., FOR INTERPRETIVE EXHIBITS AT THE SANTIAGO CREEK ECO- CENTER The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: TYPE OF INSURANCE POLICY NUMBER EXPIRATION COI DATE FILE NAME DATE AUTOMOBILE LIABILITY BA31_349761 02/01/2024 OS/16/2023 City of Santa Ana.pdf GENERAL LIABILITY 63057206610 02/01/2024 05/16/2023 City of Santa An a. pdf WORKERS COMPENSATION AND EMPLOYERS' City of Santa LIABILITY UBOK052534 02/O1/2024 O5/16/2023 Ana.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 6/12/2023 11:56 AM 1 NOTICE OF COMPLIANCE CU Y CU AL Umm U" R U U U II UC PAGE AND UICCLL.UCIC MFI AGREEMEM M UFIE CLERK OF U U II IC COMM Contractor Color -Ad, Inc. Name: Project A-2023-095 Number: Project AGREEMENT BETWEEN THE CITY OF SANTA ANA AND Name: COLOR -AD, INC., FOR INTERPRETIVE EXHIBITS AT THE SANTIAGO CREEK ECO-CENTER The Certificate of Insurance (COI) submitted indicates that the coverages comply with the insurance requirements. The compliant coveraae(s) are: TYPE OF INSURANCE AUTOMOBILE LIABILITY GENERAL LIABILITY POLICY EXPIRATION COI DATE FILE NAME NUMBER DATE BA31-349761 02/01/2025 02/01/2024 6305720B610 02/01/2025 02/01/2024 WORKERS COMPENSATION AND UBOK052534 02/01/2025 02/01/2024 EMPLOYERS' LIABILITY No further action is required at this time. Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 2/5/2024 5:49 PM COI Santa Ana.pdf COI Santa Ana.pdf COI Santa Ana.pdf ACOR" CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 3/12/2025 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 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 Marsh & McLennan Agency LLC 1751 Pinnacle Drive, Suite 1800 McLean VA 22102 CONTACT NAME: Tracy Spady PHONE FAX A/c No Ext: 703-352-6496 A/c No:703-352-7340 E-MAIL-ADDRESS: Tracy.spady@MarshMMA.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Travelers Indemnity Co of America 25666 INSURED COLOINC-02 INSURERB: Phoenix Insurance Company 25623 Color -Ad, Inc. 7200 Gary Road INsuRERc: Travelers Prop &Casualty Co of America 25674 INSURERD: Travelers Indemnity Company of CT 25682 Manassas VA 20109 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: 1968791425 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD POLICY EXP MM/DD LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y 630572OB610 2/1/2025 2/1/2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE � OCCUR 'AMAGETORENTED PREMISES Ea occurrence $ 300,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GENT AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY � PRO- � LOC PRODUCTS - COMP/OP AGG $ 2,000,000 $ OTHER: B AUTOMOBILE LIABILITY Y Y BA31_349761 2/1/2025 2/1/2026 COMBINED SINGLE LIMIT Ea accident $ 1 000 000 X BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ X PROPERTY DAMAGE Per accident $ HIRED AUTOS X NON -OWNED AUTOS C X UMBRELLA LAB X OCCUR Y Y CUP31<131703 2/1/2025 2/1/2026 EACH OCCURRENCE $ 10,000,000 AGGREGATE $ 10,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION $ 0 $ D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N Y UBOK052534 2/1/2025 2/1/2026 PER OTH- STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICE R/M EMBER EXCLUDED? ❑N N / A E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A Installation Floater 630572OB610 2/1/2025 2/1/2026 Jobsit 1,000,000 Transit 1,000,000 Temporary Storage 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers are additional insureds in respect to the General Liability, Automobile Liability and Umbrella Liability when required by written contract in accordance to policy terms and conditions. There's a waiver of subrogation in favor of the City of Santa Ana, its City Council, officers, officials, employees, agents, and volunteers in regards to the General Liability, Automobile Liability, Umbrella Liability and Workers compensation policies when required by written contract. Digitally signed by Tu Tu Tran Tran Nguyen Nguyen �25.03.12 APPROVED 09.55.06 -0700' By Tu Tran Nguyen at 9:54 am, Mar 12, 2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Attention: PRCSA — Zoo AUTHORIZED REPRESENTATIVE 1801 E Chestnut Ave., M-90 Santa Ana CA 92701 © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. VIRGINIA BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM PROVISIONS 1. The following is added to Paragraph A.1.c., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: This includes any person or organization who you are required under a written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to name as an additional insured for Covered Autos Liability Coverage, but only for damages to which this insurance applies and only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in Section II. 2. The following is added to Paragraph B.S., Other Insurance of SECTION IV — BUSINESS AUTO CONDITIONS: Regardless of the provisions of paragraph a. and paragraph d. of this part S. Other Insurance, this insurance is primary to and non-contributory with applicable other insurance under which an additional insured person or organization is the first named insured when the written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, requires this insurance to be primary and non-contributory. CA F2 27 03 21 © 2021 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. VIRGINIA BUSINESS AUTO COVERAGE EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. BROAD FORM NAMED INSURED H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF B. BLANKET ADDITIONAL INSURED USE — INCREASED LIMIT C. EMPLOYEE HIRED AUTO D. EMPLOYEES AS INSURED E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS F. HIRED AUTO — LIMITED WORLDWIDE COVERAGE — INDEMNITY BASIS G. WAIVER OF DEDUCTIBLE — GLASS PROVISIONS A. BROAD FORM NAMED INSURED The following is added to Paragraph A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any organization you newly acquire or form during the policy period over which you maintain 50% or more ownership interest and that is not separately insured for Business Auto Coverage. Coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier. B. BLANKET ADDITIONAL INSURED The following is added to Paragraph c. in A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: This includes any person or organization who you are required under a written contract or agreement between you and that person or organization, that is signed by you before the "bodily injury" or "property damage" occurs and I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT J. PERSONAL EFFECTS K. AIRBAGS L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS M. BLANKET WAIVER OF SUBROGATION that is in effect during the policy period, to name as an additional insured for Covered Auto Liability Coverage, but only for damages to which this insurance applies and only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in Section II. C. EMPLOYEE HIRED AUTO 1. The following is added to Paragraph A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: An "employee" of yours is an "insured" while operating an "auto" hired or rented under a contract or agreement in an "employee's" name, with your permission, while performing duties related to the conduct of your business. 2. The following replaces Paragraph b. in B.S., Other Insurance, of SECTION IV — BUSINESS AUTO CONDITIONS: b. For Hired Auto Physical Damage Coverage, the following are deemed to be covered "autos" you own: CA F1 29 03 21 © 2021 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO (1) Any covered "auto" you lease, hire, rent or borrow; and (2) Any covered "auto" hired or rented by your "employee" under a contract in an "employee's" name, with your permission, while performing duties related to the conduct of your business. However, any "auto" that is leased, hired, rented or borrowed with a driver is not a covered "auto". D. EMPLOYEES AS INSURED The following is added to Paragraph A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any "employee" of yours is an "insured" while using a covered "auto" you don't own, hire or borrow in your business or your personal affairs. E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS 1. The following replaces Paragraph A.2.a.(2), of SECTION II — LIABILITY COVERAGE: (2) Up to $3,000 for cost of bail bonds (including bonds for related traffic law violations) required because of an "accident" we cover. We do not have to furnish these bonds. 2. The following replaces Paragraph A.2.a.(4), of SECTION II — LIABILITY COVERAGE: (4) All reasonable expenses incurred by the "insured" at our request, including actual loss of earnings up to $500 a day because of time off from work. F. HIRED AUTO — LIMITED WORLDWIDE COVERAGE — INDEMNITY BASIS The following replaces Subparagraph (5) in Paragraph B.7., Policy Period, Coverage Territory, of SECTION IV — BUSINESS AUTO CONDITIONS: (5) Anywhere in the world, except any country or jurisdiction while any trade sanction, embargo, or similar regulation imposed by the United States of America applies to and prohibits the transaction of business with or within such country or jurisdiction, for Covered Autos Liability Coverage for any covered "auto" that you lease, hire, rent or borrow without a driver for a period of 30 days or less and that is not an "auto" you lease, hire, rent or borrow from any of your "employees", partners (if you are a partnership), members (if you are a limited liability company) or members of their households. (a) With respect to any claim made or "suit" brought outside the United States of America, the territories and possessions of the United States of America, Puerto Rico and Canada: (i) You must arrange to defend the "insured" against, and investigate or settle any such claim or "suit" and keep us advised of all proceedings and actions. (ii) Neither you nor any other involved "insured" will make any settlement without our consent. (iii) We may, at our discretion, participate in defending the "insured" against, or in the settlement of, any claim or "suit". (iv) We will reimburse the "insured" for sums that the "insured" legally must pay as damages because of "bodily injury" or "property damage" to which this insurance applies, that the "insured" pays with our consent, but only up to the limit described in Paragraph C., Limits Of Insurance, of SECTION II — COVERED AUTOS LIABILITY COVERAGE. (v) We will reimburse the "insured" for the reasonable expenses incurred with our consent for your investigation of such claims and your defense of the "insured" against any such "suit", but only up to and included within the limit described in Paragraph C., Limits Of Insurance, of SECTION II — COVERED AUTOS LIABILITY COVERAGE, and not in addition to such limit. Our duty to make such payments ends when we have used up the applicable limit of insurance in payments for damages, settlements or defense expenses. (b) This insurance is excess over any valid and collectible other insurance available to the "insured" whether primary, excess, contingent or on any other basis. Page 2 of 4 © 2021 The Travelers Indemnity Company. All rights reserved. CA F1 29 03 21 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO (c) This insurance is not a substitute for required or compulsory insurance in any country outside the United States, its territories and possessions, Puerto Rico and Canada. You agree to maintain all required or compulsory insurance in any such country up to the minimum limits required by local law. Your failure to comply with compulsory insurance requirements will not invalidate the coverage afforded by this policy, but we will only be liable to the same extent we would have been liable had you complied with the compulsory insurance requirements. (d) It is understood that we are not an admitted or authorized insurer outside the United States of America, its territories and possessions, Puerto Rico and Canada. We assume no responsibility for the furnishing of certificates of insurance, or for compliance in any way with the laws of other countries relating to insurance. G. WAIVER OF DEDUCTIBLE — GLASS The following is added to Paragraph D., Deductible, of SECTION III — PHYSICAL DAMAGE COVERAGE: No deductible for a covered "auto" will apply to glass damage if the glass is repaired rather than replaced. H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE — INCREASED LIMIT The following replaces the last sentence of Paragraph A.4.b., Loss Of Use Expenses, of SECTION III — PHYSICAL DAMAGE COVERAGE: However, the most we will pay for any expenses for loss of use is $65 per day, to a maximum of $750 for any one "accident'. I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT The following replaces the first sentence in Paragraph A.4.a., Transportation Expenses, of SECTION III — PHYSICAL DAMAGE COVERAGE: We will pay up to $50 per day to a maximum of $1,500 for temporary transportation expense incurred by you because of the total theft of a covered "auto" of the private passenger type. J. PERSONAL EFFECTS The following additional coverage is added to Paragraph A.4., Coverage Extensions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Personal Effects We will pay up to $400 for "loss" to wearing apparel and other personal effects which are: (1) Owned by an "insured"; and (2) In or on your covered "auto". This coverage applies only in the event of a total theft of your covered "auto". This Personal Effects limit does not apply to "loss" to the covered "auto" or its equipment. No deductibles apply to this Personal Effects coverage. K. AIRBAGS The following is added to Paragraph B.3., Exclusions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Exclusion 3.a. does not apply to "loss" to one or more airbags in a covered "auto" you own that inflate due to a cause other than a cause of "loss" set forth in Paragraphs A.1.b. and A.1.c., but only: a. If that "auto" is a covered "auto" for Comprehensive Coverage under this policy; b. The airbags are not covered under any warranty; and c. The airbags were not intentionally inflated. We will pay up to a maximum of $1,000 for any one "loss". L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS The following is added to Paragraph A.2.a., of SECTION IV — BUSINESS AUTO CONDITIONS: Your duty to give us or our authorized representative prompt notice of the "accident' or "loss" applies only when the "accident' or "loss" is known to: (a) You (if you are an individual); (b) A partner (if you are a partnership); (c) A member (if you are a limited liability company); (d) An executive officer, director or insurance manager (if you are a corporation or other organization); or CA F1 29 03 21 © 2021 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO (e) Any "employee" authorized by you to give notice of the "accident" or "loss". M. BLANKET WAIVER OF SUBROGATION The following is added to Paragraph A.5., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — BUSINESS AUTO CONDITIONS: We waive any right of recovery we may have against any person or organization to the extent required of you by a written contract signed and executed prior to any "accident" or "loss", provided that the "accident" or "loss" arises out of operations contemplated by such contract. The waiver applies only to the person or organization designated in such contract. Page 4 of 4 © 2021 The Travelers Indemnity Company. All rights reserved. CA F1 29 03 21 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED (Includes Products -Completed Operations If Required By Contract) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PROVISIONS The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that you agree in a written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only: a. With respect to liability for "bodily injury" or "property damage" that occurs, or for "personal injury" caused by an offense that is committed, subsequent to the signing of that contract or agreement and while that part of the contract or agreement is in effect; and b. If, and only to the extent that, such injury or damage is caused by acts or omissions of you or your subcontractor in the performance of "your work" to which the written contract or agreement applies. Such person or organization does not qualify as an additional insured with respect to the independent acts or omissions of such person or organization. The insurance provided to such additional insured is subject to the following provisions: a. If the Limits of Insurance of this Coverage Part shown in the Declarations exceed the minimum limits required by the written contract or agreement, the insurance provided to the additional insured will be limited to such minimum required limits. For the purposes of determining whether this limitation applies, the minimum limits required by the written contract or agreement will be considered to include the minimum limits of any Umbrella or Excess liability coverage required for the additional insured by that written contract or agreement. This provision will not increase the limits of insurance described in Section III — Limits Of Insurance. (1) Any "bodily injury", "property damage" or "personal injury" arising out of the providing, or failure to provide, any professional architectural, engineering or surveying services, including: (a) The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders or change orders, or the preparing, approving, or failing to prepare or approve, drawings and specifications; and (b) Supervisory, inspection, architectural or engineering activities. (2) Any "bodily injury" or "property damage" caused by "your work" and included in the "products -completed operations hazard" unless the written contract or agreement specifically requires you to provide such coverage for that additional insured during the policy period. c. The additional insured must comply with the following duties: (1) Give us written notice as soon as practicable of an "occurrence" or an offense which may result in a claim. To the extent possible, such notice should include: (a) How, when and where the "occurrence" or offense took place; (b) The names and addresses of any injured persons and witnesses; and (c) The nature and location of any injury or damage arising out of the "occurrence" or offense. b. The insurance provided to such additional (2) If a claim is made or "suit" is brought against insured does not apply to: the additional insured: CG D2 46 04 19 © 2018 The Travelers Indemnity Company. All rights reserved. Page 1 of 2 COMMERCIAL GENERAL LIABILITY (a) Immediately record the specifics of the claim or "suit" and the date received; and (b) Notify us as soon as practicable and see to it that we receive written notice of the claim or "suit" as soon as practicable. (3) Immediately send us copies of all legal papers received in connection with the claim or "suit", cooperate with us in the investigation or settlement of the claim or defense against the "suit", and otherwise comply with all policy conditions. (4) Tender the defense and indemnity of any claim or "suit" to any provider of other insurance which would cover such additional insured for a loss we cover. However, this condition does not affect whether the insurance provided to such additional insured is primary to other insurance available to such additional insured which covers that person or organization as a named insured as described in Paragraph 4., Other Insurance, of Section IV — Commercial General Liability Conditions. Page 2 of 2 © 2018 The Travelers Indemnity Company. All rights reserved. CG D2 46 04 19 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. XTEND ENDORSEMENT FOR MANUFACTURERS AND WHOLESALERS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. Who Is An Insured —Unnamed Subsidiaries H. Blanket Additional Insured — Governmental B. Who Is An Insured — Employees And Volunteer Entities — Permits Or Authorizations Relating To Workers — Bodily Injury To Co -Employees And Operations Co -Volunteer Workers I. Blanket Additional Insured — Grantors Of Franchises C. Who Is An Insured — Newly Acquired Or Formed Limited Liability Companies D. Blanket Additional Insured — Broad Form Vendors E. Blanket Additional Insured — Controlling Interest F. Blanket Additional Insured — Mortgagees, Assignees, Successors Or Receivers G. Blanket Additional Insured — Governmental Entities — Permits Or Authorizations Relating To Premises PROVISIONS A. WHO IS AN INSURED — UNNAMED SUBSIDIARIES The following is added to SECTION II — WHO IS AN INSURED: Any of your subsidiaries, other than a partnership or joint venture, that is not shown as a Named Insured in the Declarations is a Named Insured if: a. You are the sole owner of, or maintain an ownership interest of more than 50% in, such subsidiary on the first day of the policy period; and b. Such subsidiary is not an insured under similar other insurance. No such subsidiary is an insured for "bodily injury" or "property damage" that occurred, or "personal and advertising injury" caused by an offense committed: J. Incidental Medical Malpractice K. Medical Payments — Increased Limit L. Blanket Waiver Of Subrogation M. Contractual Liability —Railroads a. Before you maintained an ownership interest of more than 50% in such subsidiary; or b. After the date, if any, during the policy period that you no longer maintain an ownership interest of more than 50% in such subsidiary. For purposes of Paragraph 1. of Section II — Who Is An Insured, each such subsidiary will be deemed to be designated in the Declarations as: a. A limited liability company; b. An organization other than a partnership, joint venture or limited liability company; or c. A trust; as indicated in its name or the documents that govern its structure. CG D4 58 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 1 of 5 Includes copyrighted material of Insurance Services Office, Inc. with its permission COMMERCIAL GENERAL LIABILITY B. WHO IS AN INSURED — EMPLOYEES AND VOLUNTEER WORKERS — BODILY INJURY TO CO -EMPLOYEES AND CO -VOLUNTEER WORKERS The following is added to Paragraph 2.a.(1) of SECTION II — WHO IS AN INSURED: Paragraphs (1)(a), (b) and (c) above do not apply to "bodily injury" to a co -"employee" while in the course of the co -"employee's" employment by you or performing duties related to the conduct of your business, or to "bodily injury" to your other "volunteer workers" while performing duties related to the conduct of your business. C. WHO IS AN INSURED — NEWLY ACQUIRED OR FORMED LIMITED LIABILITY COMPANIES The following replaces Paragraph 3. of SECTION II —WHO IS AN INSURED: 3. Any organization you newly acquire or form, other than a partnership or joint venture, and of which you are the sole owner or in which you maintain an ownership interest of more than 50%, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: a. Coverage under this provision is afforded only: (1) Until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier, if you do not report such organization in writing to us within 180 days after you acquire or form it; or (2) Until the end of the policy period, when that date is later than 180 days after you acquire or form such organization, if you report such organization in writing to us within 180 days after you acquire or form it; b. Coverage A does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization; and c. Coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. For the purposes of Paragraph 1. of Section II — Who Is An Insured, each such organization will be deemed to be designated in the Declarations as: a. A limited liability company; b. An organization, other than a partnership, joint venture or limited liability company; or c. A trust; as indicated in its name or the documents that govern its structure. D. BLANKET ADDITIONAL INSURED — BROAD FORM VENDORS The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that is a vendor and that you have agreed in a written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only with respect to liability for "bodily injury" or "property damage" that: a. Occurs subsequent to the signing of that contract or agreement; and b. Arises out of "your products" that are distributed or sold in the regular course of such vendor's business. The insurance provided to such vendor is subject to the following provisions: a. The limits of insurance provided to such vendor will be the minimum limits that you agreed to provide in the written contract or agreement, or the limits shown in the Declarations, whichever are less. b. The insurance provided to such vendor does not apply to: (1) Any express warranty not authorized by you or any distribution or sale for a purpose not authorized by you; (2) Any change in "your products" made by such vendor; (3) Repackaging, unless unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (4) Any failure to make such inspections, adjustments, tests or servicing as vendors agree to perform or normally undertake to perform in the regular course of business, in connection with the distribution or sale of "your products"; Page 2 of 5 © 2017 The Travelers Indemnity Company. All rights reserved. CG D4 58 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission COMMERCIAL GENERAL LIABILITY (5) Demonstration, installation, servicing or repair operations, except such operations performed at such vendor's premises in connection with the sale of "your products"; or (6) "Your products" that, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or on behalf of such vendor. Coverage under thi s provision does not apply to: a. Any person or organization from whom you have acquired "your products", or any ingredient, part or container entering into, accompanying or containing such products; or b. Any vendor for which coverage as an additional insured specifically is scheduled by endorsement. E. BLANKET ADDITIONAL INSURED — CONTROLLING INTEREST 1. The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that has financial control of you is an insured with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" that arises out of: a. Such financial control; or b. Such person's or organization's ownership, maintenance or use of premises leased to or occupied by you. The insurance provided to such person or organization does not apply to structural alterations, new construction or demolition operations performed by or on behalf of such person or organization. G. 2. The following is added to Paragraph 4. of SECTION II — WHO IS AN INSURED: This paragraph does not apply to any premises owner, manager or lessor that has financial control of you. F. BLANKET ADDITIONAL INSURED — MORTGAGEES, ASSIGNEES, SUCCESSORS OR RECEIVERS The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that is a mortgagee, assignee, successor or receiver and that you have agreed in a written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only with respect to its liability as mortgagee, assignee, successor or receiver for "bodily injury", "property damage" or "personal and advertising injury" that: a. Is "bodily injury' or "property damage" that occurs, or is "personal and advertising injury" caused by an offense that is committed, subsequent to the signing of that contract or agreement; and b. Arises out of the ownership, maintenance or use of the premises for which that mortgagee, assignee, successor or receiver is required under that contract or agreement to be included as an additional insured on this Coverage Part. The insurance provided to such mortgagee, assignee, successor or receiver is subject to the following provisions: a. The limits of insurance provided to such mortgagee, assignee, successor or receiver will be the minimum limits that you agreed to provide in the written contract or agreement, or the limits shown in the Declarations, whichever are less. b. The insurance provided to such person or organization does not apply to: (1) Any "bodily injury" or "property damage" that occurs, or any "personal and advertising injury" caused by an offense that is committed, after such contract or agreement is no longer in effect; or (2) Any "bodily injury", "property damage" or "personal and advertising injury" arising out of any structural alterations, new construction or demolition operations performed by or on behalf of such mortgagee, assignee, successor or receiver. BLANKET ADDITIONAL INSURED — GOVERNMENTAL ENTITIES — PERMITS OR AUTHORIZATIONS RELATING TO PREMISES The following is added to SECTION II — WHO IS AN INSURED: Any governmental entity that has issued a permit or authorization with respect to premises owned or occupied by, or rented or loaned to, you and that you are required by any ordinance, law, building code or written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" arising out of the existence, ownership, use, maintenance, repair, construction, erection or removal of any of the following for which that governmental entity has CG D4 58 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of 5 Includes copyrighted material of Insurance Services Office, Inc. with its permission COMMERCIAL GENERAL LIABILITY issued such permit or authorization: advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoist away openings, sidewalk vaults, elevators, street banners or decorations. H BLANKET ADDITIONAL INSURED — GOVERNMENTAL ENTITIES — PERMITS OR AUTHORIZATIONS RELATING TO OPER- ATIONS The following is added to SECTION II — WHO IS AN INSURED: Any governmental entity that has issued a permit or authorization with respect to operations performed by you or on your behalf and that you are required by any ordinance, law, building code or written contract or agreement to include as an additional insured on this Coverage Part is an insured, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" arising out of such operations. The insurance provided to such governmental entity does not apply to: a. Any "bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the governmental entity; or b. Any "bodily injury" or "property damage" included in the "products -completed operations hazard". I. BLANKET ADDITIONAL INSURED — GRANTORS OF FRANCHISES The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that grants a franchise to you is an insured, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" arising out of your operations in the franchise granted by that person or organization. If a written contract or agreement exists between you and such additional insured, the limits of insurance provided to such insured will be the minimum limits that you agreed to provide in the written contract or agreement, or the limits shown in the Declarations, whichever are less. J. INCIDENTAL MEDICAL MALPRACTICE services", first aid or "Good Samaritan services" to a person, unless you are in the business or occupation of providing professional health care services. 2. The following replaces the last paragraph of Paragraph 2.a.(1) of SECTION II — WHO IS AN INSURED: Unless you are in the business or occupation of providing professional health care services, Paragraphs (1)(a), (b), (c) and (d) above do not apply to "bodily injury" arising out of providing or failing to provide: (a) "Incidental medical services" by any of your "employees" who is a nurse, nurse assistant, emergency medical technician, paramedic, athletic trainer, audiologist, dietician, nutritionist, occupational therapist or occupation al therapy assistant, physical therapist or speech - language pathologist; or (b) First aid or "Good Samaritan services" by any of your "employees" or "volunteer workers", other than an employed or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing to provide first aid or "Good Samaritan services" during their work hours for you will be deemed to be acting within the scope of their employment by you or performing duties related to the conduct of your business. 3. The following replaces the last sentence of Paragraph S. of SECTION III — LIMITS OF INSURANCE: For the purposes of determining the applicable Each Occurrence Limit, all related acts or omissions committed in providing or failing to provide "incidental medical services", first aid or "Good Samaritan services" to any one person will be deemed to be one "occurrence". 4. The following exclusion is added to Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY: 1. The following replaces Paragraph b. of the Sale Of Pharmaceuticals definition of "occurrence" in the "Bodily injury" or "property damage" arising DEFINITIONS Section: out of the violation of a penal statute or b. An act or omission committed in providing ordinance relating to the sale of pharmaceuticals committed by, or with the or failing to provide "incidental medical knowledge or consent of, the insured. Page 4 of 5 © 2017 The Travelers Indemnity Company. All rights reserved. CG D4 58 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission COMMERCIAL GENERAL LIABILITY 5. The following is added to the DEFINITIONS Section: "Incidental medical services" means: a. Medical, surgical, dental, laboratory, x-ray or nursing service or treatment, advice or L instruction, or the related furnishing of food or beverages; or b. The furnishing or dispensing of drugs or medical, dental, or surgical supplies or appliances. 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to any of your "employees" for "bodily injury" that arises out of providing or failing to provide "incidental medical services" to any person to the extent not subject to Paragraph 2.a.(1) of Section II — Who Is An Insured. K. MEDICAL PAYMENTS— INCREASED LIMIT The following replaces Paragraph 7. of SECTION III — LIMITS OF INSURANCE: 7. Subject to Paragraph S. above, the Medical Expense Limit is the most we will pay under Coverage C for all medical expenses because of "bodily injury" sustained by any one person, and will be the higher of: a. $10,000; or b. The amount shown in the Declarations of this Coverage Part for Medical Expense Limit. BLANKET WAIVER OF SUBROGATION The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: If the insured has agreed in a contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed; subsequent to the execution of the contract or agreement. M. CONTRACTUAL LIABILITY — RAILROADS 1. The following replaces Paragraph c. of the definition of "insured contract" in the DEFINITIONS Section: c. Any easement or license agreement; 2. Paragraph f.(1) of the definition of "insured contract" in the DEFINITIONS Section is deleted. CG D4 58 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 5 Includes copyrighted material of Insurance Services Office, Inc. with its permission One Tower Sauare, Hartford, Connecticut 06183 POLICY DECLARATIONS EXCESS FOLLOW -FORM AND UMBRELLA POLICY NO.: CUP-3K131703-25-43 LIABILITY INSURANCE POLICY ISSUE DATE: 01/27/2025 INSURING COMPANY: TRAVELERS PROPERTY CASUALTY COMPANY OF AMERICA 1. NAMED INSURED AND MAILING ADDRESS: COLOR -AD, INC. 7200 GARY RD MANASSAS VA 20109-2656 2. POLICY PERIOD: From 02/01/2025 to 02/01/202612:01 A.M. Standard Time at your mailing address. 3. LIMITS OF INSURANCE: COVERAGES LIMITS OF LIABILITY AGGREGATE LIMITS OF LIABILITY $10, 000, 000 General Aggregate EXCESS FOLLOW -FORM AND UMBRELLA LIABILITY CRISIS MANAGEMENT SERVICE EXPENSES 4. SELF -INSURED RETENTION: 5. PREMIUM: $ 21,135 6. TAXES AND SURCHARGES: $10, 000, 000 Products -Completed Operations Aggregate $10,000,000 Occurrence Limit $50 , 000 all Crisis Management Events $0 any one occurrence or event x Flat Charge Adjustable (See Premium Schedule) 7. On the effective date shown in Item 2., the Excess Follow -Form And Umbrella Liability Insurance Policy numbered above includes this Declarations Page and any forms and endorsements shown on the Listing Of Forms, Endorsements And Schedule Numbers. 8. If the Schedule Of Underlying Insurance includes any coverage provided on a claims -made basis, then the following disclaimer applies. COVERAGE WILL APPLY ON A CLAIMS -MADE BASIS WHEN FOLLOWING CLAIMS -MADE UNDERLYING INSURANCE. 9. If the Schedule Of Underlying Insurance includes any coverage which includes defense expenses within the limits of liability, then the following disclaimer applies: DEFENSE EXPENSES ARE PAYABLE WITHIN, AND ARE NOT IN ADDITION TO, THE LIMITS OF INSURANCE WITH RESPECT TO SOME OR ALL OF THE COVERAGES PROVIDED. NAME AND ADDRESS OF AGENT OR BROKER: MARSH & MCLENNAN AGENCY - JY238 1751 PINNACLE DR STE 1800 MCLEAN VA 221023836 OFFICE: CHANTILLY-2 COUNTERSIGNED BY: Authorized Representative DATE: EU 00 02 09 20 © 2019 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 POLICY NUMBER: CUP-3K131703-25-43 UMBRELLA ISSUE DATE: 01/27/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. SCHEDULE OF UNDERLYING INSURANCE This endorsement modifies insurance provided under the following: EXCESS FOLLOW -FORM AND UMBRELLA LIABILITY INSURANCE Employee Benefits Liability Carrier THE TRAVELERS INDEMNITY COMPANY OF AMERICA Policy Number 630-572OB610-25 Policy Period From: 02/01/2025 to: 02/01/2026 Commercial General Liability Carrier THE TRAVELERS INDEMNITY COMPANY OF AMERICA Policy Number 630-572OB610-25 Policy Period From: 02/01/2025 to: 02/01/2026 Automobile Liability Carrier THE PHOENIX INSURANCE COMPANY Policy Number BA-003L349761-25 Policy Period From: 02/01/2025 to: 02/01/2026 Limits Of Liability Each Employee $1,000,000 Aggregate $2,000,000 Limits Of Liability General Aggregate $2,000,000 Products -Completed $2,000,000 Operations Aggregate Personal and Advertising Injury $1,000,000 Each Occurrence $1,000,000 Limits Of Liability Bodily Injury And Property $1,000,000 Damage Combined Single Limit PRODUCER:MARSH & MCLENNAN AGENCY OFFICE: CHANTILLY- 2 26B EU 00 03 08 18 © 2018 The Travelers Indemnity Company. All rights reserved. Page 1 of 2 TRAVELERS I' WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 00 03 13 (00) - 001 POLICY NUMBER: UB-OK052534-25-43-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. SCHEDULE DESIGNATED PERSON: DESIGNATED ORGANIZATION: ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. DATE OF ISSUE: 01-27-25 STASSIGN: PAGE 1 OF