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HomeMy WebLinkAboutBURGESS MOVING & STORAGE (INLAND MOVING & STORAGE, CO., ONC.)INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES CITY CLERK DATEJUL 2 9 2024 LVtJnG Wa ''+_ A-2024-091 THIS FIRST AMENDMENT to the above -referenced agreement is entered into on July 16, 2024, by and between Inland Moving & Storage, a California corporation dba Burgess Moving & Storage ("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. Following Request for Proposal ("RFP") No. 23-058A, the parties entered into Agreement No. A-2023-129 ("Agreement") dated July 18, 2023, to retain a qualified contractor to provide moving and storage services for the Santa Ana City Library. B. The Agreement is in full force and effect through December 31, 2025. C. The parties now wish to amend the Agreement to expand the scope, increase compensation, and extend the term. The Parties therefore agree: 1. Section 1, Scope of Services, is hereby amended to replace Exhibit B of the Agreement with Exhibit B-1 of this First Amendment. 2. Section 2.a., Compensation, is hereby amended to replace Exhibit C of the Agreement with Exhibit C-1 of this First Amendment. The compensation for services provided is increased by $121,389 for total Agreement amount not to exceed $345,313, which includes a $31,392 contingency for additional services at the City's sole discretion. Section 3, Term, is hereby amended to terminate on December 31, 2026, provided the City shall have the option to renew this Agreement for up to a one (1) year term, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier pursuant to the terms of the Agreement. 4. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect. [signature page follows] Page 1 of 2 SIGNATURE PAGE FOR FIRST AMENDMENT TO AGREEMENT WITH INLAND MOVING & STORAGE DBA BURGESS MOVING & STORAGE FOR MOVING AND STORAGE SERVICES FOR THE SANTA ANA LIBRARY IN WITNESS WHEREOF, the parties hereto have executed this First Amend t to the Agreement on the date and year first written above. Jennifer L. _all Cit APPROVED AS TO FORM SONIA R. CARVALHO, City Attorney By: BrartdurTSalvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL Brain Sternberg Executive Director Library Services Agency Alvaro Nunez Acting City Manager CONTRACTOR Name: Tim Burgess Title: President Page 2 of 2 EXHIBIT B-1 BURGESS MOVING & STORAGE norihAmerican VAN LINES April 30, 2023 Maria Castro Senior Management Analyst City of Santa Ana Library Services Agency 26 Civic Center Plaza Santa Ana, CA 92701 RE: UP No. 23058A (Library Moving and Storage Services) Ms. Castro, Thank you for the opportunity to submit our bid for RFP No. 23058A (Library Moving and Storage Services). We believe that our submittal includes everything required by the City of Santa Ana. Please let us know if you have any questions or concerns. Thank you, Y l d —1D1) Nathan Doyel, Estimator /:� Tim Burgess, President 1625 Iowa Ave. P.O. Box 5547 Riverside, CA 92517-5547 (951) 682-4300 (800)562-5700 FAX (951) 369-1880 O al XTA DU 9 RIP/ DW,, Inland Moving and Storage Co., Inc., doing business as Burgess Moving and Storage, hereafter referred to as "Burgess," was incorporated in 195E and has provided moving services in Southern California for over 65 years. Burgess has extensive experience providing office moving and library moving services, and we have an 80,000 square -foot tilt -up concrete warehouse in Riverside, California with available space to store the Main and Newhope Library books, furniture, and other items. Burgess also maintains a large stock of packing material and other materials needed to move the Main and Newhope Libraries safely and effectively, and we can provide those materials to the City of Santa Ana on short notice. Burgess has intends to provide these services for the City of Santa Ana as outlined in the Proposed Work Plan below. AGREEMENT STATEMENT Burgess has reviewed the provisions contained in EXHIBIT II — Sample Agreement and we concur with them. FIRM AND TEAM EXPERIENCE r Firm Overview Inland Moving and Storage Co., Inc. was incorporated in 1955 in the State of California and has served Riverside and San Bernardino Counties continuously for over 65 years. Since 1987, we have done business as Burgess Moving and Storage. The company has operated under the same ownership and management for 36 years, beginning in 1987. Burgess Moving and Storage is a C Corporation. Burgess does not hold controlling or financial interest in other organizations and is not owned by any organization. All outstanding shares of the corporation are owned by Tim Burgess, Burgess is not and has not been party to any lawsuit or litigation related to any public project in the last 20 years Burgess' officers are as follows: o Tim Burgess, President Active since 1987 o Ed Coelho, Secretary and Treasurer Active since 1998 Burgess' management team is as follows: o Tim Burgess — Owner (36 years with Burgess) o Ed Coelho — General Manager (24 years with Burgess) o Tom Whitmore — Operation Manager (25 years with Burgess) o Nathan Doycl —Commercial Estimator (18 years with Burgess) Burgess is licensed by the California Bureau of Household Goods & Services as a household goods carrier. Our BGI-IS license number is T-56647. Burgess is registered with the Department of Industrial Relations. Our DIR number is 1000032129. Burgess is certified by the California DGS as a Small Business. Our SB Certification number is 9412. • Personnel and Resource Allocation to the City of Santa Ana Burgess will assign Nathan Doyel as project manager for the Main Library and Newhope Library projects. Tom Whitmore will work with him to assist in the management of the project and allocation of employee and equipment resources. Burgess will allocate up to (12) men and (4) trucks per day, as well as all necessary equipment and supplies, for the execution of moving services for these projects. All crew and equipment will be dispatched from our warehouse at 1625 Iowa Ave, Riverside, CA 92507. This warehouse is protected with a security alarm and fire sprinklers, and all Library property will be stored at this location, • Prior Experience on Similarly -Sized Projects ➢ Downey City Library Burgess completed a large project for the Downey City Library in 2019 and 2020. The project was of similar size and scope as the Santa Ana Main Library project, and Nathan Doyel was the project manager for the job. The move was accomplished on very short notice and within an extremely tight time frame to meet the City of Downey's scheduling requirements. The job consisted of moving approximately 100,000 volumes (3800 book boxes) to the City's storage site withing the City of Downey, as well as dismantling and disposing of all library shelving and all library furniture at a landfill site. The entire move -out was accomplished within three days, May 1-3, 2019. The move back was accomplished in two days, October 26 & 27, 2020, The City of Downey was extremely happy with our services, and the City's project manager, Kathleen Van Raay, wrote a glowing letter of recommendation (see attached reference letters). Riverside Law Library Burgess completed a large project for the Riverside Law Library. While the project included fewer volumes than the Downey City Library and the Santa Ana Main Library, the move was more complicated and challenging. The entire collection (estimated 50,000 books) was transferred to library carts, moved to Burgess' warehouse and stored in multiple phases while the library was remodeled. Burgess handled the unshelving and reshelving of the books for the library. Burgess also disassembled, moved, and stored on -site most of the library furniture and shelving. Nathan Doyel was the project manager for the job, and the job was completed over the course of several months in 2022, with the moving phases lasting 1-2 days each. In addition to these moves, Burgess has performed numerous other library moves of varying sizes and scopes. Below is a partial listing of libraries Burgess has provided services for. D Riverside County Library System o Norco Library o Sun City Library o Woodcrest Library o NuView Library o Canyon Lake Library ➢ San Bernardino County Library o Big Bear Library o Trona Library ➢ University of California Riverside Library — multiple moves ➢ Dozens of K-12 libraries PROPOSED WORK PLAN • Burgess will provide the following services for the Newhope Library project in accordance with Exhibit I — Scope of Services: ➢ Provide (1500) autobottom boxes for the Library staff to use in packing books, office supplies, and other items, Packing material will be delivered several months prior to the move to allow adequate time for Library staff to pack. ➢ Provide (5) speed packs and (50) pallets at the time of the move for oversized items and book boxes. ➢ Provide moving labor & equipment to move boxes and miscellaneous furniture items listed on the attached inventories from the Newhope Library to Burgess's warehouse for storage. o Items to be moved consist primarily of books and furniture. o Disassemble (12) library shelving units as necessary for transportation and storage. o Disassemble (10) computer tables as necessary for transportation and storage. o Palletize books on site and transport them to Burgess's warehouse. o The Library's current collection consists of approximately 40,000 items. This quote is based on moving approximately 40,000 items boxed by Library staff. ➢ The move -out is anticipated to take (2) days. ➢ Provide (12) months of warehouse storage for library property. o Book boxes and miscellaneous boxes will be stored on pallets for the duration of the storage term. o All other furniture, equipment, and miscellaneous items will be padded and protected and stored in 7x5x7 storage vaults for the duration of the storage term. o Storage will be prorated if the storage term is less than (12) months. A At the conclusion of the storage term, deliver all library property to the Newhope Library. All items will be placed where originally located. o Protect floors and walls in newly -remodeled library with carpet mask and/or Masonite. Pallets will be placed on cardboard sheets. o Down -stack boxes of books off the pallets and place as directed. o Reassemble (10) computer tables and other furniture as necessary. ➢ The move -back is anticipated to take (1-2) days. • Burgess will provide the following services for the Main Library project in accordance with Exhibit I — Scope of Services: ➢ Provide (4200) autobottom boxes, (6) dish cartons, and (2) extra -large cartons for the Library staff to use in packing books, office supplies, and other items. Packing material will be delivered several months prior to the move to allow adequate time for Library staff to pack. ➢ Pack (2) TVs, (2) paintings, (12) laptops from kiosk, (1) cash register, and (2) large printers. ➢ Crate (1) Grecian urn and (1) large painting. ➢ Provide (15) speed packs and (110) pallets at the time of the move for oversized items and book boxes. ➢ Provide moving labor & equipment to move items listed on the attached inventories from the Santa Ana Main Library to Burgess's warehouse for storage. o Items to be moved consist primarily of books and minimal furniture. o Palletize be on site and transport to Burgess's warehouse. o Disassemble, prep, and pad -wrap grand piano in preparation of move. o The Library's current collection consists of approximately 100,000+ items. This quote is based on moving approximately 100,000+ items boxed by Library staff. ➢ The move -out is anticipated to take (3-4) days. A Provide (12) months of warehouse storage for library property. o Book boxes and miscellaneous boxes will be stored on pallets for the duration of the storage term. o All other furniture, equipment, and miscellaneous items will be padded and protected and stored in 7x5x7 storage vaults for the duration of the storage term. o Storage will be prorated if the storage term is less than (12) months. ➢ At the conclusion of the storage term, deliver all library property to the Main Library. All items will be placed where originally located. o Protect floors and walls in newly -remodeled library with carpet mask and/or Masonite. Pallets will be placed on cardboard sheets. o Down -stack boxes of books off the pallets and place as directed. o Reassemble and place grand piano as directed. o Uncrate Grecian urn and large painting and dispose of debris. ➢ The move -back is anticipated to take (2-3) days. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Newhope Library - Main Room SURVEY DATE: 3/16/2023 Description Quantity Book Boxes 1400 Box, Small Misc (PBO) 100 Cabinet, Dream 1 Cabinet, Small 3 Cart, Book 5 Chair 8 Chair, Office 4 Chair, Overstuffed 4 Chair, Overstuffed with Table 8 Chair, Stacking 50 Circulation Desk, Rolling 3 Footstool / Ottoman 8 Kiosk 2 Library Gate (Set of Two) 2 Library Shelving (section) 12 Octogon Book Stand 1 Rolling Library Shelving 2 Sign 10 Stool, Stacking 9 Table, Computer 21 Table, Large 1 Table, Pub 3 Table, Round 2 Table, Small 1 Trash/Recycleable Container 6 Miscellaneous Items "This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Newhope Library - Media Lab Description Quantity Chair, Office 1 Chair, Stacking S Table, Medium 3 SURVEY DATE: 3/16/2023 This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The ownerlshipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Newhope Library - Meeting Room SURVEY DATE: 3/16/2023 Description Quantity Cart 2 Cart, Book 1 Chair, Stacking 30 Podium / Lectern 1 Table, Medium 8 Trash/Recycleable Container 2 TV & Cart 1 . This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Newhope Library - Staff Break Room SURVEY DATE: 3/16/2023 Description Quantity Cart, Book 1 Chair, Overstuffed 2 Chair, Stacking 4 Table, Round 1 Table, Small 1 Trash/Recycleable Container 2 This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Library - First Floor (excluding History Room) SURVEY DATE: 3/7/2023 Description Quantity Book Boxes 1032 Book Boxes (Children) 413 Box, Small Misc (PBO) 100 Cart 1 Cart, Book 30 Carton, HD Large (CP) 5 Cash Register 1 Chair, Office 12 Copier 1 Flat Screen TV (47"-55") 1 Kiosk 2 Kiosk, Self -Checkout 1 Laptop (from Kiosk) 12 Library Gate (Set of Two) 2 Printer, Large 2 Refrigerator, Small 1 Sign 6 Trash Can 1 Trash/Recycleable Container 24 Miscellaneous Items * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Library - History Room SURVEY DATE: 3/7/2023 Description Quantity Book Boxes 486 Box, Small Misc (PBO) 120 Card Cabinet, Large 1 Card Cabinet, Small 3 Vase (Crate) 1 Miscellaneous Items * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Library - Second Floor SURVEY DATE: 3/7/2023 Description Quantity Book Boxes (PBO) 306 Box, HD Large (PBO) 6 Box, Small Misc (PBO) 400 Box, X Large (PBO) 2 Cabinet, Large 1 Cart, Book 10 Cart, Media 3 Chair, Office 10 EZ-Up 2 Flat Screen TV (55"+) 1 Laminator 1 Painting (CP) 3 Piano, Grand 1 Shelving/Racks, Medium 4 Sign 1 Table, Large 1 Tote, Plastic 20 Trash/Recycleable Container 12 Varidesk 1 Miscellaneous Items This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherMse significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Library - Basement Description Arcade Game Machine Book Boxes (PBO) Book Boxes (PBO) - Book Mobile Book Boxes (PBO) - Friends of Library Box, Small Misc (PBO) Cart, Book Cart, Media/Tech Electric Drum Set Flat File Cabinet Flat Screen TV (55"+) Freezer Guitar Hand Truck Keyboard Ladder/Steps Laminator Maker Table Microfilm Cabinet Shelving/Racks, Medium Shelving/Racks, Small Stool Trash/Recycleable Container TV & Cart Wall Rack Miscellaneous Items Quantity 2 551 102 250 150 70 16 SURVEY DATE: 3/7/2023 This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. CityofDowney March 4, 2020 To Whom It May Concern: I'm pleased to recommend Burgess Moving and Storage of Riverside, California for library moving services. In May of 2019, Burgess moved out the entire Downey City Library to temporary locations in preparation for our library renovations. Even though we contracted Burgess on very short notice, they were able to complete the entire library move in a very tightly scheduled time -frame and on budget. I would be happy to use Burgess Moving and Storage on potential future projects, and I am happy to recommend them to you. Sincerely, Kathleen J. van Raay(/ City of Downey Purchasing Department 562-904-7257 purchasing@downeyca.org Future Unlimited CIVIC CENTER LIBRARY POLICE DEPARTMENT PARKS & RECREATION UTILITIES DIVISION MAINTENANCE SERVICES 11111 BROOKSHIRE AVE 11121 BROCT 5- = 10911 BROOKSHIRE AVE 7850 QUILL DR 9252 STEWART & GRAY RD. 12324 BELLFLOWER BLVD PO BOX 7016 DOWNEY. CAU"=a;^:Il PO BOY 1016 DOWNEY, CALIFORNIA OOWN6Y, CALIFORNIA DOWNEY, CALIFORNIA DOWNEY, CALIFORNIA 90241-1016 DOWNEY. CAL -JR41A 90242 90241-9016 yD2M12 90241.7016 562 904 7360 90241 7015 562 904-7238 562 904-7202 562-869 7331 xww,dmv +yLbrarY �•9 562-951 0I7,1 SE2 904-7194 W W W f10Wgfl V[d.OYq ECOUNTY DAF RIVERSIDE -'=+tip ECONOMIC DEVELOPMENT AGENCY To Whom It May Concern: April 14, 2020 My name is Khylia Chapin and I am the Senior Library Project Manager for the Riverside County Library System. The Riverside County Library System is a network of 36 public libraries that provide service to over 2.4 million people across the County. Each year, we average close to four major library renovation projects that consists of careful removal and returning of library shelving, furniture, collection, equipment, and program materials. Over the past five years that I have been in my position, I have had the pleasure of working with Burgess Moving & Storage on several renovation projects to remove, store, return and/or surplus our library items. Some of the projects are listed below: 2017: Norco Library - Relocation 2018: Nuview Library - Demolition and Rebuild 2018: Sun City Library - Renovation 2019: Woodcrest Library - Renovation I am favored to work with Burgess Moving & Storage because of their flexibility, exceptional attention to detail, excellent communication and customer service, and careful effort they put into each and every project. I am pleased to recommend Burgess Moving & Storage and look forward to working with them on many future library projects. Sincerely, 44AfLK_) Khylia Chapin Senior Library Project Manager Riverside County Library System 3403 Tenth Street, Suite 400 Riverside, CA 92501 Email: kchapin@rivco.org Office: 951-955-3295 :rCalifornia L . . Administration Custodial Services Fair & National Date festival Office of Foreign Trade Aviation Economic Development Film a Television Parking Business Intelligence Edward -Dean Museum Housing Authority Project Management Community & Cultural Services Energy Maintenance Real Estate County Library System Environmental Planning Marketing Workforce Development VFollow EDA on Twitter! @GoRivcoEDA January 10, 2019 To Whom It May Concern: My name is Michelle Gipson and I am the head of the Collection Maintenance unit at the University of California Riverside. During the summer of 20191 worked with Ed Coelho and the Burgess moving team to temporarily store and relocate several hundred sections of books. I found the experience to be a very positive one. Both Ed and his employees listened to our requests and worked with us to find locations on the floor for the storage trucks to hold the books for several months and also followed our instructions (regarding spacing and neatness) when returning the books to the new shelves. In the months since we have checked the area and found only 1 place where 2 storage trucks were shelved in the wrong order --the 2nd truck was shelved 1st. This was a very easy fix and not unreasonable given the large number of storage trucks and the fact that the loaded trucks were stored in multiple locations around the floor. They used bookends on each shelf and were reasonably neat when placing the books back on the shelves. Several years ago when I worked in a different library we had a similar project and hired a different company to move the books. The result was very different. Many shelves were missing bookends, books were shelved right -left, groups of books on multiple shelves were backwards or upside down, and the overall shelving was extremely messy. Based on my experience with Burgess Moving & Storage I would definitely work with them again in the future and would recommend them to other libraries. Sincerely, Michelle Gipson Head of Collection Maintenance UCR I Library P.O. Box 5900 Rivera Library, Room 120 Riverside, CA 92517-5900 Phone 951.827.2667 1951.827.5897 michelle.gipson@ucr.edu I gbrary,uccr.edu CITY OF SANTA ANA ATTACHMENT A PROPOSER'S CERTIFICATION, PROPOSAL PRICING Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit 1) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions. Inland Moving and Storage Co., Inc. (951) 682-4300 - Office DBA Burgess Moving and Storage (951) 369-1880 - Fax LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS 1625 Iowa Ave, Riverside, CA 92507 BUSINESS ADDRESS Tim Burgess President PRINTED NAME OF AUTHORIZED AGENT TITLE `57 Aa tburgess@burgessmoving.com SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS 95-1841836 N/A FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 34 of 40 CITY OF SANTA ANA 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 Danes if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Customer Name: Downey City Library Contact Individual: Kathleen van Address: 11121 Brookshire Ave Phone Number: (562) 904-7257 Downey, CA 90241 EMAIL: kvanraay@downeyca.org Contract Amount: $45,560.00 Year: 2019 & 2020 Description of supplies, equipment, or services provided: Complete move -out of approximately'100,000 library books to city -owned storage site and fumiturelshelving to disposal site. After completion of remodel, move -back of library books to Downey City Library. Nathan Doyel was Burgess' project manager REFERENCE Customer Name: Riverside Law Library Contact Individual: Ryan Kahrs (Tilden -Coil Constructors) Address. 3989 Lemon St Phone Number: (951) 202-3182 Riverside, CA 92501 EMAIL: rkahrs@tilden-coil.com Contract Amount: $72,942.75 Year: 2022 Description of supplies, equipment, or services provided: Multi -phase move, in which Burgess transferred approximately 50,000 books to library carts and transported them to Burgess' warehouse for storage. Burgess also dismantled and moved onsite most of the library furniture and shelving. Nathan Doyel was Burgess' project manager Customer Name: UCR Library Contact Individual: Michelle Gipson Address: 900 University Ave Phone Number: (951) 827-2667 Riverside, CA92521 EMAIL: michelle.gipson@ucr.edu Contract Amount: Year: 2019 Description of supplies, equipment, or services provided: Moved and provided storage for several hundred sections of books. Ed Coelho was Burgess' project manager. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 35 of 40 CITY OF SANTA ANA 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. Customer Name: Sun City Library Contact Individual: Khylia Chapin Address: 26982 Cherry Hills Blvd Number: (951) 955-3295 Menifee, CA 92586 EMAIL: kchapin@rivco.org ContractAmount: $38,000.00 Year: 2018 Description of supplies, equipment, or services provided: Moved all library books and library shelving to storage containers on site At the completion of the remodel, moved all items back into the library, reassembled shelving, and re shelved books Nathan Ooyel was the project manager for Burgess, and Burgess has performed a number of similar moves for Riverside County Customer Name: Contact Individual: Address: Contract Amount: Number: EMAIL: Year: Description of supplies, equipment, or services provided: REFERENCE Customer Name: Contact Individual Address: Contract Amount: Phone Number: EMAIL: Year: Description of supplies, equipment, or services provided: AND PROPOSALS NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 35 of 40 CITY OF SANTA ANA ATTACHMENT C PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposerwith the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposers bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Inland Moving and Storage Co., Inc., DBA Burgess Moving and Signed and Printed Name: Tim Burgess - Title President Date S / a THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No, 23-058 Library Moving and Storage Services Page 36 of 40 CITY OF SANTA ANA ATTACHMENT D NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above non -collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this non -collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. Tim Burgess State of CA , County of Riverside Subscribed and sworn to (or affirmed) before me on this day of (VNa\J 20,:23 , by 13 rn-bu(L.'Am , proved to me on the basis of satisfactory evidence to be the person(s) who appeared -before me. Notary Public Signature SHERI M. MORRIS F Notary Public • California L �} Riverside County >� ox Commission A 2423235 y Comm. Expires Oct 30, 2026 J Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 37 of 40 CITY OF SANTA ANA ATTACHMENT E NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall ce ' and disclose accordingly. Signed: Tim Burgess Title: President Firm: Inland Moving and Storage Co., Inc., DBA Burgess Moving and Storage Date: ,� 3 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE RFP No. 23-058 Library Moving and Storage Services Page 38 of 40 CITY OF SANTA ANA ATTACHMENT F NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 1. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract RFP No. 23-056 Library Moving and Storage Services Page 39 of 40 CITY OF SANTA ANA or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Slats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Tim Burgess 2, Title: President Firm: Inland Moving and Storage Co., Inc., DBA Burgess Moving and Storage Date: S --) 3 I HIS 1-UKfVl MUST I PROPOSALS THAT DO NOT W 0I1: BE CONSIDERED NC RFP No. 23-058 Library Moving and Storage Services Page 40 of 40 MAYOR Valerie Amezcua MAYOR PRO TEM Jessie Lopez COUNCILMEMBERS Phil Bacerra Johnathen Ryan Hernandez David Penaloza Thai Viet Phan Benjamin Vazquez June 7, 2023 CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 wm.santa-ano.om CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R, Carvalho CLERK OF THE COUNCIL Jennifer L. Hall Subject: Request for Clarifications for RFP No. 23-058A Library Moving and Storage Services The Evaluation Panel for this RFP has requested clarification regarding your firm's proposal. Please provide your response no later than Friday, June 7, 2023, at 4:00 PM via email to KLooez10(a)santa-ana.oro Points of Clarification Per Exhibit I of this RFP, Section C —Main Library Project Scope, the following was specified regarding Bookmobile Collection: Addendum No. 1 (Q&A), Question No. 12: Approximately 8,000 books and audiovisual materials must be relocated to the Newhope Library upon closure of the Main Library. Rented Book Carts from the vendor are preferred by the City. 2. Per RFP document, Section VII. Response to RFP, F. Proposal Contents, No. 2 Cost Proposal, the fee schedule pricing information for storage services was to be provided for an annual cost. The City is requesting pricing for additional storage periods as follows: Description Annual Fee (Per Proposal Pricing for additional 6-month �Pricing per I month after initial Submitted) term term Newhope Library Storage —one-year Services $ 21 881.46 $10,940.76 $1,823.46 Main Library Storage Services $ 46,287.66 $23,143.86 $3,857.31 SANTA ANA CITY COUNCIL Valena Amezwa laeme Laaez Thal Vlat Phan Benimnm V-,.e Mayor Maya No Tam Ward 3 W.WI Wand vomaaua'maan Dana om �gaxboen�.ppla-ann oza ryHe Ndann a -Dona PaemVonIDannn Page 1 of 2 PW Baceva JornaOan Ryan Hernando2 David Penaioza W.N4 Wand5 Wards 41M<amn0aana.an, om naflmmalluaware� OcanlbaaR➢mn The City expects the services listed in Item No. 1 above to have been included in your firm's cost proposal. However, if your firm determines it did not include the above services in your proposal, a revised cost proposal may be submitted for evaluation in addition to pricing for additional term options beyond the initial one-year period for storage services. No other revisions to the cost proposal will be considered except if to provide the best or better pricing available to the City. If you have any questions related to this procurement, please contact me at (714) 647- 5329, or via email (provided above). Thank you, Karla Lopez Purchasing Supervisor Finance and Management Services Agency We have reviewed this Request for Clarification, and we are agreeing to provide library carts for approximately 8,000 books and audiovisual materials from the Bookmobile Collection for a period of 12 months or less. Nathan Doyel, Estirc ator Date �A42�, Tim Burgess, President (0. S• ),3 Date SANTA ANA CITY COUNCIL Valens Anezma Jessie Lopez That Vial Phan Benlamn Vayuea Phil Bacons Johnaman Ryan Hernandez DavldPenal— Mayor Mayer Pro Tem. Ward J `Nardi Ward! WaNJ Wall Wind ynr {y,A;ina one om lasiwrodanmsanuana ore rphaMLaonVandi in evazeaae®amo-ana and ow Page 2 of 2 BUR .LESS MOVING & STORAGE northAmerican VAN LINES June 12, 2023 City of Santa Ana Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Attn: Karla Lopez RE: Extended Library Cart Rental for RFP No. 23-058A Library Moving and Storage Services Burgess's bid submittal includes up to (12) months of library cart rental for approximately 8000 books and audiovisual materials for the bookmobile section. Should library cart rental be required past twelve months, the rental rate will be $200.00 per month. 2), Co I z ao 2 3 Nathan Doyel, Estimator I I Date Tim Burgess, President Date 1625 Iowa Ave. P.O. Box 5547 Riverside, CA 92517-5547 (951)682-4300 (800) 562-5700 FAX (951) 369-1880 BURGESS MOVING & STORAGE October 5, 2023 City of Santa Ana Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Attn: Brian Sternberg (714)647-5296 bstemberg@santa-ana.org QUOTE #20231005NA Main Library Decommissioning Move Main Library 26 Civic Center Plaza Santa Ana, CA 92701 Scope: • Burgess to provide moving labor & equipment to disassemble, move, and dispose of items listed on the attached inventories. • Quote is based on performing services during normal business hours, 8:00am go 5:00pm, Monday through Friday. Move is expected to take 10-15 days. Exclusions: • Quote does not include disposing of office supplies, books, or the contents of cabinets/shelving. It is anticipated that library staff will purge such items prior to the move. Charges: Description Charges Moving Labor & Equipment $67,500.00 Disposal Fees $9,450.00 Total $76,950.00 Nathan Doyel, Estimator 1625 Iowa Ave. P.O. Box 5547 Riverside, CA 92517-5547 (951) 682-4300 (800) 562-5700 FAX (951) 369-1880 BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Main Library- 1st Floor SURVEY DATE: 9/27/2023 Description Quantity Bookcase 4 Cabinet, Medium 1 Cart, Book 1 Chair 120 Chair, Office 28 Cubicle / Workstation 4 Desk, U-Shaped 2 File Cabinet, 4 Dr 4 File Cabinet, Lateral 2 Dr 1 File Cabinet, Lateral 4 Dr 4 File Cabinet, Lateral 5 Dr 4 Flat File Cabinet 1 Glass Case 5 Library Shelving (Double Sided) 267 Library Shelving (Single Sided) 77 Magazine / DVD Rack 14 Refrigerator 1 Rolling Cabinet 1 Shelving/Racks, Medium 3 Sofa / Love Seat 4 Storage Cabinet 2 Stove / Range 1 Student Desk 1 Table, Folding 1 Table, Large 3 Table, Medium 30 Table, Small 6 Miscellaneous Items * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Main Library - 2nd Floor SURVEY DATE: 9/27/2023 Description Quantity Bookcase 8 Cabinet, Large 2 Cabinet, Medium 1 Chair 18 Chair Cart (Full) 5 Chair, Office 56 Chair, Overstuffed 1 Chair, Stacking 85 Credenza 2 Cubicle / Workstation 9 Desk 1 Desk with Return 3 File Cabinet, 2 Dr 4 File Cabinet, 4 Dr 4 File Cabinet, Lateral 3 Dr 3 File Cabinet, Lateral 4 Dr 2 File Cabinet, Lateral 5 Dr 12 Glass Case 1 Hutch 2 Library Shelving (Double Sided) 95 Library Shelving (Single Sided) 15 Locker 4 Panel 6 Podium 2 Refrigerator 1 Shelving/Racks, Large 2 Sofa / Love Seat 4 Table, Conference (Large) 1 Table, Conference (Medium) 1 Table, Folding 4 Table, Large 1 Table, Medium 26 Table, Small 6 Miscellaneous Items "This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Main Library - Basement SURVEY DATE: 9/27/2023 Description Quantity Bookcase 8 Cabinet, Medium 3 Cart, Book 50 Chair 10 Chair, Office 55 Chair, Overstuffed 6 Desk 9 Desk with Return 13 File Cabinet, 2 Dr 10 File Cabinet, 4 Dr 4 File Cabinet, 5 Dr 2 File Cabinet, Lateral 4 Dr 1 File Cabinet, Lateral 5 Dr 7 File Cabinet, Lateral 6 Dr 3 Flat File Cabinet 3 Hutch 17 Library Shelving (Double Sided) 85 Library Shelving (Single Sided) 62 Locker 3 Panel 25 Rolling Cabinet 1 Shelving/Racks, Medium 2 Storage Cabinet 24 Table, Large 5 Table, Medium 22 Miscellaneous Items " This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The ownertshipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING & STORAGE October 5, 2023 City of Santa Ana Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Attn: Brian Sternberg (714) 647-5296 bstemberg@santa-ana.org QUOTE #20231005NB Newhope Library Decommissioning Move Newhope Library 122 North Newhope Street Santa Ana, CA 92703 Scope: • Burgess to provide moving labor & equipment to disassemble, move, and dispose of items listed on the attached inventory. • Quote is based on performing services during normal business hours, 8:00am go 5:00pm, Monday through Friday. Move is expected to take 2-3 days. Exclusions: • Quote does not include disposing of office supplies, books, or the contents of cabinets/shelving. It is anticipated that library staff will purge such items prior to the move. Charges: Description Charges Moving Labor & Equipment $9,000.00 Disposal Fees $1,260.00 Total $10,260.00 Nathan Doyel, Estimator 16251owu Ave. P.O. Box 5547 Riverside, CA 92517-5547 (951)682-4300 (800) 562-5700 FAX (951) 369-1880 BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Newhope Library SURVEY DATE: 9/27/2023 Description Quantity Bookcase 2 Cart, Book 3 Cart, IT 1 Chair, Office 10 Chair, Stacking 10 File Cabinet, 2 Dr 3 File Cabinet, Lateral 5 Dr 1 Library Shelving (Double Sided) 83 Library Shelving (Single Sided) 60 Locker 4 Magazine Rack Podium Refrigerator Storage Cabinet Miscellaneous Items * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. EXHIBIT C-1 EXHIBIT C-1 COMPENSATION DESCRIPTION COST ($) Newhope Library Moving and Disposal Services $39,760 Newhope Library Storage Services (12 months) $21,881 Main Library Moving and Disposal Services $159,702 Main Library Storage Services (24 months) $92 575 Library Cart Rental for 8,000 books/audiovisual (12 months) $0.00 TOTAL $313,918 PRICEIMO AFTER INITIAL TERM COST $ Newhope Library Storage Services $1,823.46 Main Library Storage Services $3,857.31 Library Cart Rental $200.00 First Amend ment_Inland Moving Storage - 7.16.24 ccm_F I NAL_6.11.24 Final Audit Report 2024-06-13 Created: 2024-06-12 By: Ella Sepulveda (msepulveda@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAA3OJhmFpkklqur Old2PknAM5_KmD9JzX "First Amendment_ Inland Moving Storage - 7.16.24 ccm_FINAL _6.11.24" History Document created by Ella Sepulveda (msepulveda@santa-ana.org) 2024-06-12 - 11:00:58 PM GMT Document emailed to Brian Sternberg (bsternberg@santa-ana.org) for signature 2024-06-12 - 11:01:09 PM GMT Email viewed by Brian Sternberg (bsternberg@santa-ana.org) 2024-06-12 - 11:18:57 PM GMT d© Document e-signed by Brian Sternberg (bsternberg@santa-ana.org) Signature Date: 2024-06-12 - 11:21:27 PM GMT - Time Source: server E', Document emailed to Tim Burgess (tburgess@burgessmoving.com) for signature 2024-06-12 - 11:21:29 PM GMT Email viewed by Tim Burgess (tburgess@burgessmoving.com) 2024-06-13 - 0:41:26 AM GMT GY© Document e-signed by Tim Burgess (tburgess@burgessmoving.com) Signature Date: 2024-06-13 - 0:44:42 AM GMT - Time Source: server 0 Agreement completed. 2024-06-13 - 0:44:42 AM GMT Adobe Acrobat Sign i� INLAMOV-02 NCHU AFRO CERTIFICATE OF LIABILITY INSURANCE O s/Allv7.0 AYYv) 1I 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 License # 0757776 1 g9HPCT Gail Schrenk INSURED )nal Insurance Services Inc. 92517 All Inland Moving & Storage, Inc. dba: Burgess Moving and Storage P.O. Box 28 Riverside, CA 92502 COVFRAGFS 231-2572 THIS IS TO CERTIFY THAT THE POLICE S E E UED G II� U�Fy� ABO E TIE Rift" PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION .F ANY C INT l Y BF1�D0 WI Ir TE HICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AF'JRf :D BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY AV'. BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF POLICY EXPJJR. LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE �X OCCUR X X TCP011035720 4/112024 411/2025 EACH OCCURRENCE $ 1,000,000 DAMAGETORENrED PREMISES We occumencel 100,000 $ X Ded $lk each claim VIED EXP (Any one persan 5,000 PERSONAL&ADV INJURY It 1,000,000 GENT AGGREGATE LIMpN� APPLIES PER: POLICY JECT LOC GENERALAGGREGATE 2,000,000 PRODUCTS - COMP/OP AGG 2,000,000 OTHER: A AUTOMOBILE LIABILITY COMBINED SINGLE LIMN Me acriden 1,000,00 g BODILY INJURY Per erson ANY AUTO OWNED X SCHEDULED AUTOS ONLY AU�T.JOpByyry X TCP011035720 4Y112024 4/112025 BO�DILY INJURY Per accident X X AUTOS ONLY X AUTOS ONLY Liability Ded.$1k Pe�acadent AMAGE $ is UMBRELLA LIAB OCCUR EACH OCCURRENCE H AGGREGATE EXCESS LIAB CLAIMS -MADE DED RETENTION$ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOWPARTNERr ECUTIVE ❑ QQF�FI aey,MeEZEXCLUDED? (Mantlatory In NH) If yes, describe under NIA I PER OTH- E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYE DESCRIPTION OF OPERATIONS below EL. DISEASE - POLICY LIMB A Cargo Liability TCP011035720 4/1/2024 411/2025 Any One Loss 100,000 A Cargo Liab. DED: $1 K TCP011035720 4/1/2024 41112025 Aggregate In Transit 200,000 DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Main Insured Location: 1625 Iowa Ave Riverside CA 92507 Revised 04/04/2024 - This certificate rescinds and supersedes any and all prior certificates Issued on behalf of the Named Insured. City of Santa Ana, officers, agents, employees, representatives and volunteers are Additional Insured with regard to General Liability when required by written contract per the attached endorsement form 064058 04118. Primary & Non -Contributory wording applies With regard to General Liability when required by written contract per the attached endorsement form CG2001 04113. Waiver of Subrogation with regard to General Liability applies when required by written contract per the attached endorsement form CG2404 05/09. Additional Insured with regard to Auto Liability when required by written contract per the attached SEE ATTACHED ACORD 101 SHOULD ANY OF THE ABOVE DESCF City of Santa Ana THE EXPIRATION DATE THERE( Risk Management Division ACCORDANCE WITH THE POLICY PR 20 Civic Center plan Santa Ana, CA 92701 AUTHORIZED REPRESENTATIVE a4m _. ACORD 25 (2016103) ©1988.2015 ACORD The ACORD name and logo are registered marks Of ACORD sets manr8anvl[ IJMten REVIEWED & APPROVED BY: A-lu "44 ®' Rek Management Specialist AGENCY CUSTOMER ID: INLAMOV-02 NCHUNG LOC M 1 . III ADDITIONAL REMARKS SCHEDULE Page 1 of 1 AGENCY License#0757776 NAMED INSURED HUB International Insurance Services Inc. Inland Moving 8 Storage, Inc. dba: Burgess Moving and Storage POLICY NUMBER P.O. BOX 26 Riverside, CA 92502 EE PAGE 1 CARRIER NAIL CODE EE PAGE 1 SEE P 1 EFFECTIVE DATE: SEE PAGE I THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Description of Operations/Locations/Vehicles: endorsement form 014108 04118. Should the policies be cancelled before the expiration date, Hub International Insurance Services Inc. (Hub), independent of any rights which may be afforded within the policies to the certificate holder named below, will provide to such certificate holder notice of such cancellation within thirty (30) days of the cancellation date, except in the event the cancellation is due to non-payment of premium, in which case Hub will provide to such certificate holder notice of such cancellation within ten (10) days of the cancellation date. ACORD 101 (2008101) © 2008 ACORD CC The ACORD name and logo are registered marks of ACORD xlele Marugelna t DlWslm Ren's, l®�)' A& Risk Management SpedMist ® TRANSGUARD, INSURED: Inland Moving and Storage Co. COMMERCIAL GENERAL LIABILITY 064058 04 18 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - BLANKET This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE FORM This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Endorsement Effective Date: 04/01/2024 Policy Number: TCP 0110357 20 A. Additional Insured Coverage 1. SECTION II — WHO IS AN INSURED, is amended to include as an "insured" any person(s) or organization(s) with respect to the conduct of your business, other than: (1) A "van line" that is party to a written agreement with you that appoints you as its agent for purposes of providing moving and relocation services; or (2) A "van line" that is scheduled on any Additional Insured — Van Line endorsement to this policy; and further provided that you have agreed to add such person or organization as an additional "insured" pursuant to an express provision in a written "insured contract" or other written agreement, or in a permit issued to you by a governmental or public authority. Any person or organization is an additional "insured" solely with respect to "bodily injury" or .'property damage" caused by an "accident" arising out of: (1) The conduct of your business; and (2) Your operations under the "insured contract", other written agreement, or permit that takes place after: (a) You executed the "insured contract" or written agreement; or (b) The permit has been issued to you; and then only to the limited extent and for no higher limits of insurance required in such "insured contract", other written agreement, or permit. B. Definitions For purposes of this endorsement only, the following definition is added: 1. Van Line means a person or organization for which you have been appointed as an agent for purposes of providing moving and relocation services. All other terms and conditions of the policy remain the same. 064058 04 18 TRANSGUARD INSURANCE COMPANY OF AMERICA, INC Includes copyrighted material of Insurance Services Office, Inc., with Rialt Marugemott DMsian %9 I 0,� REVIEWED& APPROVED BY: l ilk la 1' A- ju A� �@� Risk Management SpedNist INSURED: Inland Moving and Storage Co. POLICY NUMBER: TCP 0110357 20 EFFECTIVE DATES: 04/01/2024 to 04/01/2025 COMMERCIAL GENERAL LIABILITY CG 20 01 04 13 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 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 04 13 © Insurance Services Office, Inc., 2012 R Ewm&APPRovm By A+.0 Aa#44 Ruk Management Specialist 01 Page 1 of 1 INSURED: Inland Moving and Storage Co. POLICY NUMBER: TCP 0110357 20 EFFECTIVE DATES: 04/01/2024 to 04/01/2025 COMMERCIAL GENERAL LIABILITY CG 24 04 05 09 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART 63d:F=141Iq1111= Name Of Person Or Organization: Any person or organization with whom you have a written contract requiring this condition. 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 Sec- tion IV — Conditions: We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included in the "products -completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above. CG 24 04 05 09 wok nLtnagemmtoiririan �Revie�o6APPRw®9Y: 41 Ulm Ijl A+.y:e Rawuta Risk Management Spediist © Insurance Services Office, Inc., 2008 Wolters Kluwer Financial Services I Uniform FormsTM INSURED: Inland Moving and Storage Co. Adam ® TRANSGUARD, Irv:l�N6�t[ « 1�IPiilt VI A11(XIL1. /':[. COMMERCIAL AUTO 014108 04118 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED — BLANKET This endorsement modifies insurance provided under the following: MOTOR CARRIER COVERAGE FORM This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Endorsement Effective Date: Policy Number: 04/01/2024 TCP 01103 5720 A. Additional Insured Coverage 1. SECTION II — COVERED AUTOS LIABILITY COVERAGE, A. Coverage, 1. Who Is An Insured, is amended to include as an "insured" the person(s) or organization(s) with respect to the ownership, maintenance, or use of a covered "auto", other than: (1) A "van line" that is party to a written agreement with you that appoints you as its agent for purposes of providing moving and relocation services; or (2) A "van line' that is scheduled on any Additional Insured — Van Line endorsement to this policy; and further provided that you have agreed to add such person or organization as an additional "insured" pursuant to an express provision in a written "insured contract' or other written agreement, or in a permit issued to you by a governmental or public authority. Any person or organization is an additional "insured" solely with respect to "bodily injury" or "property damage' caused by an "accident' arising out of: (1) The ownership, maintenance or use of a covered "auto'; and (2) Your operations under the "insured contract', other written agreement, or permit that takes place after: (a) You executed the "insured contract' or written agreement; or (b) The permit has been issued to you; and then only to the limited extent and for no higher limits of insurance required in such "insured contract', other written agreement, or permit. B. Definitions For purposes of this endorsement only, the following definition is added: 1. Van Line means a person or organization for which you have been appointed as an agent for purposes of providing moving and relocation services. All other terms and conditions of the policy remain the same. Riek MnwgemgLL Dlrialan REVIEWID 6 APPROVED BY. �� fIC�V�/SO Risk Management Specialist TRANSGUARD INSURANCE COMPANY OF AMERICA, INC. 014108 04118 Includes copyrighted material of Insurance Services Office, Inc., with its permission.