HomeMy WebLinkAboutWOODWARD & CURRAN, INC.INSURANCE ON FILE
WORK MAY PROCEED
UNTIL INSURANCE EXPIRES
I!X -
CITY CLERK
DATE:
N-2023-172
AGREEMENT TO PROVIDE ON -CALL SEWER SYSTEM HYDRAULIC MODELING
JUL 13 2023 SUPPORT SERVICES
THIS AGREEMENT is made and entered into this 27th day of June, 2023 by and between Woodard &
Curran, Inc., a Maine 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").
Nude G, (5m)1
RECITALS
A. The City desires to retain a Contractor having special skill and knowledge in the field of
sewer system hydraulic modeling support on an on -call basis for the Public Works Agency
Water Resources Division.
B. Contractor represents that Contractor is able and willing to provide such services to the
City.
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 contracting 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:
SCOPE OF SERVICES
On an as -needed basis, Contractor shall perform the tasks and obligations including all labor,
materials, tools, equipment, and incidental customary work required to fully and adequately complete the
services described and set forth in Scope of Services — Exhibit A, attached hereto and incorporated by
reference.
2. COMPENSATION
a. City agrees to pay, and Contractor agrees to accept as total payment for its services under
this Agreement, the rates and charges identified in Exhibit B. The total sum to be expended
under the term of this Agreement shall not exceed Fifty Thousand Dollars and Zero Cents
($50,000).
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures.
C. This Agreement contemplates payment for services rendered and invoiced beginning May
14, 2023.
d. Payment need not be made for work that fails to meet the standards of performance set
forth in the Recitals and Scope of Work, which may reasonably be expected by City.
Page 1 of 9
3. TERM
This Agreement shall commence on the date first written above and terminate on May 31, 2024
unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be
extended for one (1), one-year period upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770,
et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage
Laws"), which require the payment of prevailing wage rates and the performance of other requirements
on "public works" and "maintenance" projects. If the services being performed are part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total
compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws.
Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents
free and harmless from any claim or liability arising out of any failure or alleged failure to comply with
the Prevailing Wage Laws.
5. 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.
6. 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.
Page 2 of 9
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Contractor shall procure and
maintain for the duration of the contract insurance against claims for injuries to persons or damages to
property that may arise from or in connection with the performance of the work hereunder and the results
of that work by Contractor, their agents, representatives, employees or subcontractors.
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 & 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) Professional Liability (Errors and Omissions): Insurance appropriate to the Contractor's
profession, with a limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.
(5) Broader Coverage: if 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 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 Contractor including materials, parts, or
equipment furnished in connection with such work or operations. General liability coverage
can be provided in the form of an endorsement to Contractor's insurance (at least as broad as
ISO Form CG 20 10 11 85 or if not available, 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, Contractor's insurance coverage
shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its
officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by
Page 3 of 9
the City, its officers, officials, employees, or volunteers shall be excess of 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 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) 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 required by this clause). However, failure to obtain the required
documents prior to the work beginning shall not waive Contractor's obligation to provide them.
(8) 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.
(9) Special Risks or Circumstances: City reserves the right to modify these requirements,
including limits, based on the nature of the risk, prior experience, insurer, coverage, or other
special circumstances.
8. INDEMNIFICATION
Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, contractors, special counsel, and representatives from liability 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
Page 4 of 9
of the Contractor or its subcontractors, agents, employees, or other persons acting on their behalf which
relates to the services described in section I of 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 parry 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 negligent acts or omissions of Contractor. 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 of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor shall defend, indemnify and hold harmless the City, its officers, agents, representatives,
and employees against any and all liability, including costs, and attorney's fees, for infringement of any
United States' letters patent, trademark, or copyright contained in the work product or documents provided
by Contractor to the City pursuant to this Agreement.
10. 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.
11. 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
Page 5 of 9
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.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interest and shall not have interests, direct or indirect,
which would conflict in any manner with performance,of services specified under this Agreement.
13. 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
Executive Director
Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Contractor: Woodard & Curran, Inc.
Attn: David Moering, PE
515 S. Flower Street
18'b Floor
Los Angeles, CA 90071
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 timeftames, weekends, federal, state, County or City holidays
shall be excluded.
Page 6 of 9
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor regarding the subject matter herein, 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 terms or conditions of any purchase order or other instrument that are inconsistent with, or
in addition to, the terms and conditions hereof, shall not bind or obligate 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 are not embodied
herein.
15. 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.
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. TERNIINATION
This Agreement maybe 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 termination, 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 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 that fails to meet the standard of performance specified
in the Recitals of this Agreement.
Page 7 of 9
18. NON-DISCRINIINATION
Contractor shall not discriminate because of race, color, creed, relation, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the
recruitment, selection, training, utilization, promotion, termination or other employment related activities
or in connection with any activities 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.
19. 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.
20. 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 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.
21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney's fees, for any
injuries or damages to City in the event that such authority or power is not; in fact, held
by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set
forth in the body of this Agreement.
C. Neither party shall be responsible or liable to the other for special, indirect, or
consequential damages.
[signature page to follow]
Page 8 of 9
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
By:
randon Salvatierra
Deputy City Attorney
RECOMMENDED FOR APPROVAL
PQ
r1�
IVNabil Saba, P.E.
Executive Director
Public Works Agency
CITY OFnSANTA ANA
�— Ly'—
Kristine Ridge
City Manager
CONTRACTOR
David Moering, PE
Project Manager
Page 9 of 9
EXHIBIT A
515 S. Flower Street T 800.426.4262
181' Floor
Los Angeles, California 90071
www.woodardcui-ran.com
Via Electronic Mail
May 26, 2023
Heidi Chou, PE
Woodard
Public Works Agency
City of Santa Ana
& Curran
215 S. Center Street
Santa Ana, CA 92703
Re: On -Call Sewer Hydraulic Modeling Scope of Services
Dear Ms. Chou:
Woodard & Curran, Inc. (Woodard & Curran) is pleased to continue services providing hydraulic
modeling support to the City of Santa Ana (City) for tasks related to capacity planning for the
City's wastewater collection system. Please see the description of scope of services below.
SCOPE OF SERVICES
Task 1 — Project Management and Coordination
Woodard & Curran will monitor project budget, prepare invoices, and communicate with the
City by telephone and e-mail regarding project status and issues. A one-year contract period
is assumed. Woodard & Curran will track costs under a separate subtask for each model
evaluation associated with a developer project so that the City can determine appropriate costs
to be charged to developer.
Assumptions
• Any required meetings are assumed to be included as part of the model evaluations
under Task 1.
Task X — Model Evaluations
Under this task, Woodard & Curran will run the model (or expand the model to include
previously unmodeled sewers) as requested by the City to:
1. Assess the impact on sewer capacity of proposed development projects and determine
where additional capacity would be required (e.g., increased pipe size or larger pump
station capacity) if needed to handle increased flows caused by the new developments;
2. Evaluate "what -if" scenarios related to proposed new or improved sewer pipelines or
pump stations; or
3. Update the model and capacity assessment based on permanent changes in the sewer
system.
For each analysis, Woodard & Curran will prepare a brief technical memorandum(TM)
summarizing the model assumptions and results, along with appropriate figures (e.g. model -
generated hydraulic profiles or thematic maps showing potential surcharge). A separate Task
numberwill be assigned for each model evaluation requested.
Assumptions:
Woodard . The City will provide required data to conduct analyses. For proposed developments,
& Curran this will include development location, proposed connection point to sewer system,
and development details (e.g., number and type of dwelling units, square footage and
type of commercial building floor space, etc.). For proposed system changes, this will
include information such as alignment and size of proposed sewer pipelines or plans
and operational specifications for pump station improvements.
Deliverables:
Model run assumptions and results TM
We greatly appreciate this opportunity to continue our consulting services. Please feel free to
call me at 978-482-7896 if you have any questions or require any further information.
Sincerely,
WOODARD & CURRAN, INC.
David Moering, PE �)
Project Manager
DM/ams
PN: 12022
City of Santa Ana, CA (12022.00)2 Woodard & Curran, Inc.
2023.05.26 Santa Ana Sewer System Hydraulic Modeling Support.docx May 26, 2023
EXHIBIT B
14 Woodard
& Curran Rate Schedule
Curran
Municipal Standard 2023
Project Assistant
$130
Drafter
$150
Designer / Engineer 1 / Planner 1 / Technical Specialist 1
$200
Engineer 2 / Planner 2 / Technical Specialist 2
$225
Engineer 3 / Planner 3 / Senior Designer / Technical Specialist 3
$250
Project Engineer 1 / Project Planner 1 / Project Technical Specialist 1
$265
Project Engineer 2 / Project Planner 2 / Project Technical Specialist 2
$280
Project Manager 1 / Technical Manager 1
$300
Project Manager 2 / Technical Manager 2
$315
SCADA Service Manager / Senior Project Manager / Senior Technical Manager
$335
Senior Technical Leader
$345
National Practice Leader
$350
Travel $0.655 / mile
Other Direct Costs At Cost Plus 10%
Subconsultants/Subcontractors At Cost Plus 10%
NOTES
Mileage rate will change as the federal allowable rate is modified.
This rate schedule is confidential and for customer internal use only.
Woodard & Curran reserves the right to adjust billing rates annually.
Polezhaev, Katerina
From: City of Santa Ana <certificate-request@ctraxjdidata.com>
Sent: Tuesday, March 28, 2023 9:25 AM
To: 1Hodgens@woodardcurran.com; greylingcerts@greyling.com; Chou, Heidi; Polezhaev,
Katerina
Subject: Internal Notice of Compliance
NOTICE OF COMPLIANCE
('III STAFF: PRINT THIS PAGE AND IN( [ADEWITHAGREEN I I: NT TO THE CLERK OF THE COLIN(11
Contractor Woodard and Curran Inc
Name:
Project N-2021-104-01
Number:
Project Agreement with Woodard & Curran to Provide On -Call Sewer System
Name: Hydraulic Modeling Support Services
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
EXPIRATION
COI DATE
FILE NAME
NUMBER
DATE
J
WC COI City of
AUTOMOBILE LIABILITY
7036574494
02/23/2024
02/21/2023
Santa Ana exp
2024.02.23.pdf
WC COI City of
GENERAL LIABILITY
7036574186
02/23/2024
02/21/2023
Santa Ana exp
2024.02.23.pdf
WC COI City of
PROFESSIONAL LIABILITY
AEH 114135520
02/23/2024
02/21/2023
Santa Ana exp
2024.02.23.pdf
WORKERS COMPENSATION AND
WC COI City of
EMPLOYERS' LIABILITY
7036574477CA
02/23/2024
02/21/2023
Santa Ana exp
2024.02.23.pdf
Thank you,
City of Santa Ana
Risk Management Division
in partnership with
CTrax Plus Services Team
3/28/2023 12:25 PM
73/18/2025
(MM/DD/YYYY)
A�" CERTIFICATE OF LIABILITY INSURANCE
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER CN A O ME:NTACT
Gre ling COI Specialist
Edgewood Partners Insurance Agency PHONE FAX
3780 Mansell Rd. Suite 370 A/C No EXt: 770.756.6599 'C'No):770.756.6599
Alpharetta GA 30022 ADDRESS: greylingcerts@greyling.com
INSURER(S)AFFORDING COVERAGE NAIC#
INSURERA: Continental Casualty Company 20443
INSURED INSURERB:The Continental Insurance Company 35289
Woodard &Curran, Inc.
12 Mountfort Street INSURER C: National Union Fire Ins Co of Pittsburg 19445
Portland, ME 04101 INSURERD: New Hampshire Insurance Company 23841
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER:1686146862 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 TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS
LTR I POLICY NUMBER MM/DD/YYYY MM/DDIYYYY
C X COMMERCIAL GENERAL LIABILITY GL3960965 4/1/2025 4/1/2026 EACH OCCURRENCE $2,000,000
CLAIMS-MADE OCCUR DAMAGE TO RENTED
PREMISES Ea or
$500,000
MED EXP(Any one person) $25,000
PERSONAL&ADV INJURY $2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000
POLICY� ECT � LOC PRODUCTS-COMP/OPAGG $4,000,000
OTHER: $
C AUTOMOBILE LIABILITY CA4629109 4/1/2025 4/1/2026 COMBINED SINGLE LIMIT $2,000,000
Ea accident
X ANY AUTO BODILY INJURY(Per person) $
OWNED SCHEDULED BODILY INJURY(Per accident) $
AUTOS ONLY AUTOS
X HIRED X NON-OWNED PROPERTY DAMAGE $
AUTOS ONLY AUTOS ONLY Per accident
B UMBRELLALIAB X OCCUR 7063893898 4/1/2025 4/1/2026 EACH OCCURRENCE $1,000,000
X EXCESS LIAB CLAIMS-MADE AGGREGATE $1,000,000
DED X RETENTION$in onn $
D WORKERS COMPENSATION WC13711874(AOS) 4/1/2025 4/1/2026 X PER OTH-
D AND EMPLOYERS'LIABILITY YIN WC13711873(CA) 4/1/2025 4/1/2026 STATUTE ER
ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $2,000,000
OFFICER/MEMBER EXCLUDED? NIA
(Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $2,000,000
If yes,describe under
DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $2,000,000
A Professional Liability AEH114135520 2/23/2025 2/23/2026 Per Claim 2,000,000
incl.Pollution Aggregate 2,000,000
DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required)
Project:Sewer System Hydraulic Modeling Support Services
The City of Santa Ana, its City Council, its officers,officials,employees,agents,and volunteers are named as Additional Insureds with respects to General&
Automobile Liability where required by written contract.Waiver of Subrogation in favor of Additional Insured(s)where required by written contract&allowed by
law.The above referenced liability policies are primary&non-contributory where required by written contract.Should any of the above described policies be
cancelled by the issuing insurer before the expiration date thereof,we will endeavor to provide 30 days'written notice(except 10 days for nonpayment of
premium)to the Certificate Holder.
signed
Tu Tran TDrlan gitally Nguyen by Tu
Date:2025.05.01 APPROVED
Nguyen- By Tu Tran Nguyen at!?;18 nim "01 ?025
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: Jaime Arias
215 S. Center Street(M-85) AUTHORIZED REPRESENTATIVE
Santa Ana CA 92701
@ 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
ENDORSEMENT
This endorsement, effective 1 2:01 A.M. 04/01/2025
forms a part of Policy No. CA4629109
issued to Woodard &Curran, Inc.
by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA.
ADDITIONAL INSURED - WHERE REQUIRED UNDER CONTRACT OR AGREEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
SCHEDULE
ADDITIONAL INSURED:
ANY PERSON OR ORGANIZATION FOR WHOM YOU ARE CONTRACTUALLY BOUND TO PROVIDE
ADDITIONAL INSURED STATUS BUT ONLY TO THE EXTENT OF SUCH PERSON'S ORS
ORGANIZATION'S LIABILITY ARISING OUT OF THE USE OF A COVERED "AUTO" .
I. SECTION II - COVERED AUTOS LIABILITY COVERAGE, A. Coverage, 1. - Who Is Insured, is
amended to add:
d. Any person or organization, shown in the schedule above, to whom you become obligated
to include as an additional insured under this policy, as a result of any contract or agreement
you enter into which requires you to furnish insurance to that person or organization of the
type provided by this policy, but only with respect to liability arising out of use of a covered
"auto". However, the insurance provided will not exceed the lesser of:
(1) The coverage and/or limits of this policy, or
(2) The coverage and/or limits required by said contract or agreement.
AUTHORIZED REPRESENTATIVE
87950 (9/14) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1
ENDORSEMENT
This endorsement, effective 1 2:01 A.M. 04/01/2025
forms a part of Policy No. CA4629109
issued to Woodard &Curran, Inc.
by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA.
INSURANCE PRIMARY AS TO CERTAIN ADDITIONAL INSUREDS
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
Section IV - Business Auto Conditions, B., General Conditions, 5., Other Insurance, c., is
amended by the addition of the following sentence:
The insurance afforded under this policy to an additional insured will apply as primary insurance
for such additional insured where so required under an agreement executed prior to the date of
accident. We will not ask any insurer that has issued other insurance to such additional insured to
contribute to the settlement of loss arising out of such accident.
All other terms and conditions remain unchanged.
Authorized Representative or
Countersignature (in States Where
Applicable)
74445 (10/99) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1
ENDORSEMENT
This endorsement, effective 1 2:01 A.M. 04/01/2025
forms a part of Policy No. CA4629109
issued to Woodard &Curran, Inc.
by NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA.
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
Section IV - Business Auto Conditions, A. - Loss Conditions, 5. - Transfer of Rights of Recovery
Against Others to Us, is amended to add:
However, we will waive any right of recover we have against any person or organization with whom you have
entered into a contract or agreement because of payments we make under this Coverage Form arising out of
an "accident" or "loss" if:
(1) The "accident" or "loss" is due to operations undertaken in accordance with the contract existing
between you and such person or organization; and
(2) The contract or agreement was entered into prior to any "accident" or "loss".
No waiver of the right of recovery will directly or indirectly apply to your employees or employees of the
person or organization, and we reserve our rights or lien to be reimbursed from any recovery funds obtained
by any injured employee.
AUTHORIZED REPRESENTATIVE
62897 (6/95) Includes copyrighted material of Insurance Services Office, Inc. with its permission. Page 1 of 1
POLICY NUMBER: GL3960965 COMMERCIAL GENERAL LIABILITY
CG20101219
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location(s) Of Covered Operations
ANY PERSON OR ORGANIZATION WHOM YOU PER THE CONTRACT OR AGREEMENT.
BECOME OBLIGATED TO INCLUDE AS AN
ADDITIONAL INSURED AS A RESULT OF ANY
CONTRACT OR AGREEMENT YOU HAVE ENTERED
INTO.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
CG 20 10 12 19 (D Insurance Services Office, Inc., 2018 Page 1 of 2 ❑
A. Section II - Who Is An Insured is amended to maintenance or repairs) to be performed by
include as an additional insured the person(s) or or on behalf of the additional insured(s) at
organization(s) shown in the Schedule, but only the location of the covered operations has
with respect to liability for "bodily injury", been completed; or
"property damage" or "personal and advertising 2. That portion of "your work" out of which
injury" caused, in whole or in part, by:
the injury or damage arises has been put to
1. Your acts or omissions; or its intended use by any person or
2. The acts or omissions of those acting on organization other than another contractor or
your behalf; subcontractor engaged in performing
in the performance of operations for a principal as a part of the
p your ongoing operations same project.
for the additional insured(s) at the location(s)
designated above. C. With respect to the insurance afforded to these
additional insureds, the following is added to
However: Section III - Limits Of Insurance:
1. The insurance afforded to such additional If coverage provided to the additional insured is
insured only applies to the extent permitted required by a contract or agreement, the most
by law; and
we will pay on behalf of the additional insured
2. If coverage provided to the additional is the amount of insurance:
insured is required by a contract or 1. Required by the contract or agreement; or
agreement, the insurance afforded to such
additional insured will not be broader than 2. Available under the applicable limits of
that which you are required by the contract insurance;
or agreement to provide for such additional whichever is less.
insured. This endorsement shall not increase the
B. With respect to the insurance afforded to these applicable limits of insurance.
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury"
or "property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
Page 2 of 2 (D Insurance Services Office, Inc., 2018 CG 20 10 12 19
POLICY NUMBER: GL3960965 COMMERCIAL GENERAL LIABILITY
CG20371219
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location And Description Of Completed Operations
ANY PERSON OR ORGANIZATION WHOM YOU PER THE CONTRACT OR AGREEMENT.
BECOME OBLIGATED TO INCLUDE AS AN
ADDITIONAL INSURED AS A RESULT OF ANY
CONTRACT OR AGREEMENT YOU HAVE ENTERED
INTO.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II — Who Is An Insured is amended to
include as an additional insured the person(s) or B. With respect to the insurance afforded to
organization(s) shown in the Schedule, but only these additional insureds, the following is
with respect to liability for "bodily injury" or added to Section III — Limits Of Insurance:
"property damage" caused, in whole or in part, If coverage provided to the additional insured is
by "your work" at the location designated and required by a contract or agreement, the most
described in the Schedule of this endorsement we will pay on behalf of the additional insured
performed for that additional insured and is the amount of insurance:
included in the "products-completed operations
hazard". 1. Required by the contract or agreement; or
However: 2. Available under the applicable limits of
insurance;
1. The insurance afforded to such additional
insured only applies to the extent permitted whichever is less.
by law; and This endorsement shall not increase the
2. If coverage provided to the additional applicable limits of insurance.
insured is required by a contract or
agreement, the insurance afforded to such
additional insured will not be broader than
that which you are required by the contract
or agreement to provide for such additional
insured.
CG 20 37 12 19 O Insurance Services Office, Inc., 2018 Pagel of 1
POLICY NUMBER: GL3960965 COMMERCIAL GENERAL LIABILITY
CG2001 1219
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance (2)You have agreed in writing in a contract or
Condition and supersedes any provision to the agreement that this insurance would be
contrary: primary and would not seek contribution
Primary And Noncontributory Insurance from any other insurance available to the
additional insured.
This insurance is primary to and will not seek
contribution from any other insurance available
to an additional insured under your policy
provided that:
(1)The additional insured is a Named Insured
under such other insurance; and
CG 20 01 12 19 0 Insurance Services Office, Inc., 2018 Page 1 of 1
POLICY NUMBER: GL3960965 COMMERCIAL GENERAL LIABILITY
CG24041219
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
ELECTRONIC DATA LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES
POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
RAILROAD PROTECTIVE LIABILITY COVERAGE PART
UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS
SCHEDULE
Name Of Person(s) Or Organization(s):
PURSUANT TO APPLICABLE WRITTEN CONTRACT OR AGREEMENT YOU ENTER INTO.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV - Conditions:
We waive any right of recovery against the
person(s) or organization(s) shown in the Schedule
above because of payments we make under this
Coverage Part. Such waiver by us applies only to
the extent that the insured has waived its right of
recovery against such person(s) or organization(s)
prior to loss. This endorsement applies only to the
person(s) or organization(s) shown in the Schedule
above.
CG 24 04 12 19 0 Insurance Services Office, Inc., 2018 Page 1 of 1
BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
This endorsement changes the policy to which it is attached effective on the inception date of the policy unless a different
date is indicated below.
(The following "attaching clause" need be completed only when this endorsement is issued subsequent to preparation of the policy).
This endorsement, effective 12:01 AM 04/01/2025 forms a part of Policy No. WC WC13711873
Issued to Woodard & Curran, I nc.
By NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA.
We have a right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce
our right against any person or organization with whom you have a written contract that requires you to obtain this
agreement from us, as regards any work you perform for such person or organization.
The additional premium for this endorsement shall be 2.00 % of the total estimated workers compensation premium
for this policy.
WC040361 Countersigned by _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
(Ed. 11/90)
Authorized Representative
Professional Liability and Pollution Incident Liability Insurance
CMA
4. fully cooperate with the Insurer or the Insurer's designee in the defense of a claim, including but not
limited to assisting the Insurer in: the conduct of suits or other proceedings, settlement
negotiations, and the enforcement of any right of contribution or indemnity against another who
may be liable to the Insured. The Insured shall attend hearings and trials and assist in securing
evidence and obtaining the attendance of witnesses;
5. refuse, except solely at the Insured's own cost, to voluntarily make any payment, admit liability,
assume any obligation, or incur any expense, without the Insurer's prior written approval; and
6. pay the deductible amount when due.
After the Insured reports a circumstance or a claim is made and the Insured has the right under any
contract to either reject or demand arbitration or other alternative dispute resolution process, the
Insured shall only do so with the Insurer's prior written consent.
C. The Insured's Rights and Duties in the Event of a Circumstance
If the Insured reports a circumstance for which there may be coverage under this Policy, and the
Insured gives the Insurer written notice containing as much detail as the Insured can reasonably provide
regarding:
1. what happened and the professional services or activities the Insured performed;
2. the nature of any possible injury or damages; and
3. how and when the Insured first became aware of such circumstance,
then any claim or related claims that subsequently may be made against the Insured arising out of such
circumstance shall be deemed to have been made on the date the Insurer received written notice of the
circumstance.
The Insured will cooperate with the Insurer in addressing the circumstance, and refuse, except solely at
the Insured's own cost, to voluntarily make any payment, admit liability, assume any obligation, or incur
any expense without the Insurer's prior written approval.
D. Subrogation
If any Insured has rights to recover amounts from another, those rights are transferred to the Insurer to
the extent of the Insurer's payment. The Insured must do everything necessary to secure these rights
and must do nothing after a claim is made to jeopardize them. The Insurer hereby waives subrogation
rights against any person or organization to the extent that the Named Insured has, prior to a wrongful
act or circumstance, entered into a written agreement to waive such rights.
E. Premium
All premium charges under this Policy will be computed according to the rules, rates and rating plans
that apply at the effective date of the current policy term.
F. Examination and Audit
The Insured agrees to allow the Insurer to examine and audit the Insured's financial books and records
that relate to this insurance. The Insurer may do this at any time during the policy term or any
extensions, and up to three years after the end of the policy term.
G. Legal Action Limitation
1. The Insured agrees not to bring any legal action against the Insurer concerning this Policy unless the
Insured has fully complied with all the provisions of this Policy.
2. If, after the final adjudication or settlement of a claim, there is any dispute concerning tort
allegations against the Insurer regarding the handling or settlement of any claim, the Insured and the
Insurer agree to submit such dispute to any form of alternative dispute resolution acceptable to both
Form No:CNA79034XX(11-2022) Policy No:AEH1 14135520
Policy Page 13 of 17 Policy Effective Date:02/23/2025
Underwriting Company:Continental Casualty Company Policy Page: 16 of 50
151 North Franklin Street,Chicago,IL 60606
Copyright CNA All Rights Reserved.