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UNTIL INSU9ANCE EXPIRES A-2025-018-05
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CITY CLERK AGREEMENT WITH JIG CONSULTANTS TO PROVIDE
DATE: MAY 2 0 2025 ON -CALL WATER RESOURCES ENGINEERING SERVICES
0: P ocx) THIS AGREEMENT is made and entered into on this 18TH day of February, 2025 by and between
DR, Merl rt A)JIG Consultants, a California corporation ("Consultant"), and the City of Santa Ana, a charter city
and municipal corporation organized and existing under the Constitution and laws of the State of
California ("City").
RECITALS
A. On June 25, 2024, the City issued Request for Proposals No. 24-083, by which it sought
Consultants to provide on -call water resources engineering services on behalf of the City
of Santa Ana's Public Works Agency.
B. Consultant submitted a responsive proposal that was among those selected by the City.
Consultant represents that it is able and willing to provide the services described in the
scope of work that was included in RFP No. 24-083 and attached as Exhibit A.
Consultant's proposal shall be incorporated by reference as though fully attached here to
this Agreement.
C. Consultant was selected as one of nine (9) vendors which qualified for this engagement.
Only those consultants approved by the City Council on February 18, 2025 shall be eligible
to be engaged by the City for these services.
D. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
SCOPE OF SERVICES
On an on -call basis, and the City's sole discretion, Consultant shall perform during the term
of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and
incidental customary work required to fully and adequately complete the services described and
set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to
Consultant shall be paid only for actual services performed under this Agreement at the
rates and charges identified in Exhibit B. Consultant is one of nine (9) consultants
selected under RFP 24-083. The total compensation for these services provided by all
such consultants selected under RFP 24-083 shall not exceed the shared aggregate
amount of Two Million Dollars ($2,000,000) during the term of the Agreement,
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including any extension periods.
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. City and
Consultant agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Consultant agrees to execute the
City's standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Consultant's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a three (3) year term
with the option for the City to grant up to two (2) one (1) year renewals, exercisable by a writing
by the City Manager and the City Attorney, unless terminated earlier in accordance with Section
15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant 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 Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
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.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant 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.
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6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require any subcontractors to obtain and maintain insurance as described below for the
entire Term of this Agreement against claims for injuries to persons or damage to property which
may arise from or in connection with services, products and materials supplied to City. Total cost
of such insurance shall be borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Commercial General Liability (CGL): Insurance Services Office Form CG 00
01covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met
with primary and umbrella/excess insurance policies.
2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any
auto), with limits no less than $1,000,000 combined single limits. In the event Consultant
does not maintain commercial automobile liability insurance, City will accept evidence of
personal automobile insurance.
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,
policy or employee, for bodily injury or disease. Coverage is not required if Consultant has
no employees and signs request to waive such insurance.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or
claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements for
each line of coverage shown above, City requires and shall be entitled to the broader coverage
and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of
the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following
provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be
covered as additional insureds, under Consultant's CGL, Professional Liability, and
Automobile Liability policies, with respect to any liability arising out of work or operations
performed by or on behalf of the Instructor including materials, parts, equipment, and
personnel furnished in connection with such work or operations.
2. Consultant's Insurance company(ies) agrees to waive all rights of subrogation against City,
its City Council, its officers, officials, employees, agents, and volunteers for losses paid
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under the terms of any policy which arise from work performed by Consultant under this
Agreement.
3. For any claims related to this contract, Consultant's insurance coverage shall be primary
and any insurance maintained by City, its City Council, its officers, officials, employees,
agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that
Consultant's insurance shall apply separately to each insured against whom a claim is made
or suit is brought, except with respect to the insurer's limits of liability.
5. Insurance policies required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or
materially changed except after thirty (30) days prior written notice has been given to City.
Ten (10) days prior written notice shall be provided to City for policy cancellation or non -
renewal due to non-payment of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,
Attention: Public Works Agency, 20 Civic Center Plaza (M-21), Santa Ana, CA 92701.
The name and location of project must be included in the Description of Operations section
of each certificate.
Self -Insured Retentions
Self -insured retentions must be declared to and approved by the City. The City may require the
Consultant 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.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California
with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.
Verification of Coverage
Consultant shall furnish City with original Certificates of Insurance including all required
amendatory endorsements (or copies of the applicable policy language effecting coverage required
by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all
policy endorsements before work begins. However, failure to obtain the required documents prior
to the work beginning shall not waive Consultant's obligation to provide them.
City reserves the right to require complete, certified copies of all required insurance policies,
including endorsements required by these specifications, at any time.
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.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
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negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant 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 Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant 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. Consultant 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 Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant 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
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information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, 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 Consultant. 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 Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant 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 Consultants retained by City.
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15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant 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 Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISD.ICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant 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. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
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To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
JIG Consultants
Attn: Joseph Gutierrez, President/ Project Manager
318 W. Katella Ave., Ste. A
Orange, CA 92867
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if frilly
set forth in the body of this Agreement.
[signature page to follow]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
rim,
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
Kyle Ne I en
Assista City Attorney
RECOMMENDED FOR APPROVAL:
Digitally signed by
Nabil Sabaoaei:225.01.29
13:32:33-08'00'
Nabil Saba, P.E.
Executive Director
Public Works Agency
177.
CITY OFPNTA AN
Alvaro Nunez
City Manager
JIG CONSULTANTS
PE, PMP
Manager
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EXHIBIT A
SCOPE OF SERVICES
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(9)
CITY OF SANTA ANA
EXHIBIT I
SCOPE OF SERVICES
Contractor/Consultant shall perform services as set forth below.
INTRODUCTION/BACKGROUND
The City of Santa Ana intends (City) to select several qualified firms to provide professional
services for a variety of projects and programs on an as -needed or "on -call' basis. Each firm
selected will enter into a Professional Services Agreement to provide such services. Throughout
the term of the Professional Services Agreement, the City may request task order proposals for
individual projects and/or programs as the need for such services arises. The task order proposal
fee shall be based on the hourly rates provided by the firm in response to this RFP.
If a task order proposal is selected, a Notice -to -Proceed will be issued based on an agreed -upon
specific scope of services and fee for that task order. The firm may utilize in-house staff and/or
sub -consultants to complete each task order. For specialized work for which the prime
consultant shall require a sub -consultant, the prime consultant shall serve as an
administrative liaison between the City and the sub -consultant, and include these
administrative costs in their proposed project management fees.
Prime consultant mark-ups for sub -consultant work will not be allowed.
SCOPE OF SERVICES
Provide professional engineering services for planning, design, and construction support for
domestic water, recycled water, sanitary sewer, storm sewer, and related facility projects.
In general, each task order shall include, at minimum, the following project management
services:
• Project Schedule
Create schedules with the critical milestones for the major tasks involved in a project.
Update the schedule monthly, or more often, as required by the City. Schedules shall be
submitted in PDF format unless other format is requested by the City.
• Meetings
Attend meetings and/or job walks, as requested by the City. Prepare meeting agendas
and meeting minutes.
EXHIBIT I - 1
(9)
CITY OF SANTA ANA
Monthly Project Status Report
Prepare Monthly Project Status Reports that show an accurate accountability of work
effort rendered and a continuous appraising and monitoring of both work progress and
financial conditions on a project.
The fee for project management services, including time and related expenses, shall be included
in each task order proposal.
Firms may propose on any category listed below (1-5). The services to be performed may
include, but shall not be limited to, the following:
1. PLANNING, RESOURCES, AND DESIGN
Provide water engineering services to conduct water capital improvement projects, which
may involve one or multiple disciplines, including planning studies, hydraulic modeling,
feasibility studies, design of pipelines, wells, pump stations, pressure regulating stations,
reservoirs, water quality and water treatment, waste and recycled water quality and
treatment, hydrogeology, engineering support during construction, and encompassing
associated services such as Architecture, Structural, Civil, Mechanical, HVAC, Landscape
Architecture, Geotechnical, Environmental, Electrical, Instrumentation, and Control.
a. Planning Studies and Feasibility Studies
Provide engineering, financial, and planning services to perform pipeline alignment and
facility siting studies, water system planning studies, recycled water system planning and
feasibility studies, water demand and supply studies, rate studies, asset management,
and other studies that may be required in water system planning. Provide consulting
services related to water resources and conservation. Studies may include water supply
assessments, water supply verifications, urban water management plans, water use
surveys and others studies that may be required for water resources and conservation
programs
b. Hydraulic Modeling
Perform Water System Master Planning including Comprehensive Studies, Hydraulic
Analysis, Transient Analysis, Fire Flow Analysis, and Flow Optimization.
c. Condition Assessment
Provide comprehensive condition assessment of the City's water system, including
seismic, structural, security and vulnerability. Assessment of the structural integrity of the
pipe shall include identifying leaks, pipe damage, pipe defect, loss of pipe wall thickness
due to corrosion or erosion, etc., along the length of the pipe. Provide reports and
memorandums with maps and exhibits as required to detail results of the study including
likelihood of failure, risk and consequence of failure. Reports and/or technical
memorandums shall also include detailed explanation of data collected and used for the
study, any assumptions made as well as recommendations for short-term and long-term
risk mitigation strategies.
EXHIBIT I - 2
E.
CITY OF SANTA ANA
d. Design Services
Provide consulting services for the design of water facilities, including water wells, pump
stations, pressure regulating stations, reservoirs, water quality and treatment, water
mains, recycled water supply and distribution facilities, associated appurtenances, as well
as other related components of the facilities such as buildings, landscape, grading,
drainage, etc. for a complete and operative project.
e. Other Related Services
Provide other related services including, but not limited to, the following:
i. Architecture
Provide consulting services for architectural design, architectural renderings, line -
of -sight analyses, building sections, code interpretation issues and other
architectural related issue.
ii. Structural
Provide consulting services for structural investigations of the City's existing
facilities, seismic analysis, miscellaneous structural calculations, and design on
the City's existing and proposed systems and structures.
iii. Civil
Provide consulting services for general engineering services as required for the
project. Scope of work may include but is not limited to site design, street
improvements, grading, drainage, preparation of Water Quality Management,
Erosion Control, and Stormwater Pollution Prevention Plans, and related
calculations and reports as necessary.
iv. Mechanical, HVAC
Provide consultation, engineering, and design services on modification, upgrade,
and replacement of existing mechanical and HVAC systems, including piping,
plumbing, support systems, controls, code interpretation, and related calculations
as necessary.
v. Landscape Architecture
Provide consulting services for landscape architecture design, including landscape
planting plans, renderings and views of proposed landscape plantings, and
landscape installation inspection services. Provide consultation for irrigation
system design and inspection.
EXHIBIT I - 3
��e
j T,� CITY OF SANTA ANA
vi. Geotechnical Engineering Services
Conduct geotechnical investigations, including field explorations and tests,
laboratory tests, and seismic investigations, to assess the general conditions of a
project site area and prepare geotechnical reports of final design and construction
recommendations. Field explorations may require drilling plans and classification
of underlying soils and must be done under the supervision of a licensed
geotechnical engineer or registered geologist. Investigations may include slope
stability analysis of reservoir embankments, foundations, retaining walls, and
dams and earthen dam monitoring and inspection to comply with California
Department of Water Resources, Division of Safety of Dams (DSOD) and other
City requirements. Provide seismic hazard analyses and site -specific seismic
criteria, as needed, for project design.
vii. Hydroge000gy
Provide consulting services on groundwater issues related to and including
rehabilitation of existing potable water production wells, siting and design of new
potable water production wells, destruction of inactive wells, evaluation of
contamination plumes, and groundwater modeling. Evaluate the hydrogeology of
proposed potable water production well sites and investigate proposed wells.
Determine design parameters and requirements necessary to drill, operate, and
maintain proposed wells; proposed well construction (casing diameter, locations
of perforated intervals); and proposed operation of wells. Prepare Drinking Water
Source Assessment and Protection (DWSAP) plans for proposed potable water
production wells.
Provide inspection, hydrogeologic analysis and recommendations during new
potable water production well drilling and existing well destruction activities,
including, but not limited to, on site consulting geologists, geological sampling and
formation analysis, geophysical logging and interpretation, sieve analyses, final
well construction recommendations, and quality assurance and assistance in
achieving conformance with the construction specifications and applicable codes
and standards.
viii. Environmental Compliance Services
Provide consulting services for the preparation of environmental documents and
support studies to comply with California Environmental Quality Act (CEQA), which
may include an Initial Study, Negative Declaration, Mitigated Negative Declaration,
Addendum, or Environmental Impact Report, or Supplement or Subsequent EIR,
National Environmental Policy Act (NEPA) when complying with federal grants,
permit applications with support studies, aesthetic simulations, and other
environmental compliance tasks that may be needed.
EXHIBIT I - 4
CITY OF SANTA ANA
ix. Recycled Water Compliance
Provide assistance with compliance requirements for recycled water treatment and
distribution system monitoring and reporting.
x. Electrical, Instrumentation & Control Services
Provide consultation, engineering, and design services on modification, upgrade,
troubleshooting, restarting, adjusting control settings, and replacement of existing
electrical systems, including motor control centers, motor starters, electrical
panels, and instrumentation and control systems, including SCADA systems.
A. Engineering Support During Bidding and Construction
Review and respond to RFI's and review and approve shop drawings submitted by
contractor for conformance with the contract documents. Review progress reports
and payments as required. Prepare supplementary sketches and details, as
required, to resolve field construction problems that may be encountered. Provide
project inspection as needed. Provide assistance in ensuring regulatory
compliance, as needed. Prepare the "as constructed" corrections to the original
drawings and specifications. Attend meetings on behalf of the City and assist in
Public Relations, as needed.
xii. Plan Check Services
Provide consulting services for plan checking improvement plans to determine
compliance with applicable standards, guidelines, policies, rules, ordinances, and
codes.
2. CONSTRUCTION MANAGEMENT
Provide construction management and inspection services during construction. The tasks of
construction management and inspection shall include, but not be limited to:
a. Construction Management and Coordination with Contractor
Provide construction management and coordinate as needed for the project. Review and coordinate
construction schedule and activities; conduct and attend meetings on behalf of the City. Provide
permit compliance documentation, follow up, and support for all permits and clearances required
on a project. The construction management team may also be asked to attend meetings and assist
in maintaining public relations as needed.
b. Project Administration
Provide review of, recommend, and prepare change order(s) and/or extra work order(s)
as needed on construction project. Coordinate and process RFI's and shop drawings
submittals, and ensure construction conformance with the contract documents. Review
and adjust progress pay estimates prepared and submitted by the contractor for
conformance with the contract documents.
EXHIBIT I - 5
(a CITY OF SANTA ANA
c. Construction Inspection
Provide construction inspection by qualified inspectors and maintain daily inspection
reports, construction progress reports, and project logs, etc., of the progress of the
construction work. Secure record drawing information from the construction contractor.
Provide start-up support for a Project, including final acceptance testing, support, and
final completion sign off. Prepare the Final Construction Report.
3. PIPELINE DESIGN
Provide consulting services for the design of water mains, transmission mains, siphons and
associated appurtenances. Provide preliminary and final design services including the
preparation of plans, specifications, and cost estimates. Provide bidding assistance,
construction support, and final as-builts as needed for projects.
4. ELECTRICAL, INSTRUMENTATION & CONTROL SERVICES
Provide consultation, engineering, and design services on modification, upgrade,
troubleshooting, restarting, adjusting control settings, and replacement of existing electrical
systems, including motor control centers, motor starters, electrical panels, and
instrumentation and control systems, including SCADA systems components,
instrumentation, communication system components, security cameras, door/gate access
controls, information technology for SCADA system and cybersecurity support for
PLC/HMI/OIT software and custom applications for the City Water System.
5. GEOTECHNICAL ENGINEERING SERVICES
Conduct geotechnical investigations, including field explorations and tests, laboratory tests,
and seismic investigations, to assess the general conditions of a project site area and prepare
geotechnical reports of final design and construction recommendations. Field explorations
may require drilling plans and classification of underlying soils and must be done under the
supervision of a licensed geotechnical engineer or registered geologist. Investigations may
include slope stability analysis of reservoir embankments, foundations, retaining walls, and
dams and earthen dam monitoring and inspection to comply with California Department of
Water Resources, Division of Safety of Dams (DSOD) and other City requirements. Provide
seismic hazard analyses and site -specific seismic criteria, as needed, for project design.
Proposals shall explicitly state which category listed above (1-5) is being proposing on. If there
are any exceptions to the core of requested services above, proposers shall list said exceptions
in their proposal (matrix form).
GENERAL REQUIREMENTS AND PROJECT DELIVERABLES
The Consultant's services for plans specifications and estimates (PS&E) for engineering projects
and special studies/investigations shall be in conformance, if applicable, with the following: Title
24 of the California Code of Regulations (California Building Standards Code), American Water
EXHIBIT I - 6
CITY OF SANTA ANA
Works Association, California Department of Transportation, Americans with Disabilities Act,
City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and
any other federal, state, or local guidelines required in the project.
As part of the PS&E package, the Consultant shall prepare the special provisions pertaining to
the items of work included in the plans that are not addressed on the latest editions of the
applicable standards.
The Consultant shall have complete responsibility for the accuracy and completeness of all
documents and plans prepared. The plans will be reviewed by the City of Santa Ana for
conformity with the requirements of the Agreement. Reviews by the City of Santa Ana DO NOT
include detailed review or checking of design for the accuracy with which such designs are
depicted in the documents and the plans. The documents and plans furnished under the
Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance
shall be a product of neat appearance, well organized, technically and grammatically correct,
checked and dated, and having the maker and checker identified.
The Consultant shall have project management control procedures in effect during the entire
time work is being performed under the Agreement. This task shall include the following:
Project Management Plan- the consultant shall provide a detail management plan
including information and coordination with other agencies to ensure compliance and
completion of the (PS&E) packages. This plan shall include all milestones and task
breakdown for each of the tasks and subtasks included therein. The project management
shall be submitted to the Project Manager for review and within 15 calendar days of the
issued Notice to Proceed
• Deliverables
• Quality Control/Quality Assurance (QA/QC) Plan
• Project Schedule/Invoicing
• Project Correspondence
In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit
the matter to the City for clarification.
CITY RESPONSIBILITIES
The City will provide information in its possession relevant to the preparation of the required
information in the RFP. The City will provide only the staff assistance and the documentation
specifically in referred to herein.
• Furnish scope of work and provide general direction as needed for the assigned project
• All plan check coordination within the City
EXHIBIT I - 7
a"c
CITY OF SANTA ANA
• Advertise, award, and administer of construction contract
• Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards)
• Electronic files for title sheets and sheet borders
• Facilitate meeting space and coordination and City facilities
FEE PROPOSAL
In addition to Section 111.13.3 (Submittal Requirements: Fee Proposal) fee schedule shall be
structured as follows:
The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee
schedule where applicable and as outlined in this document. A list of all positions and
hourly rates required to perform the services described herein.
A more detailed scope of work will be provided when/if a Task Order proposal is
requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate
and totals as related to the project.
OTHER TERMS AND CONDITIONS
1. The project will be implemented in compliance with the City of Santa Ana's policies, as
well as Prevailing Wages and State/Federal Requirements.
2. The City regards the inclusion of California based designs, engineering, and construction
professionals, facilities, and services as part of the Team to be highly desirable, but not
mandatory.
3. The City reserves the right to amend this Request for Proposal by addendum prior to the
final dates of submission.
4. All reports, proposals, or other data or materials which are submitted shall become the
sole property of the City of Santa Ana with the exception of the confidential Financial
Capacity information and fee proposals.
5. All products used or developed in the execution of any contract resulting from this request
will remain in the public domain at the completion of this project.
6. The City has an affirmative action program. The purpose of the affirmative action program
is to encourage certified minority business enterprises and women business enterprises.
All submitting firms must have established affirmative action programs approvable by the
City. During the RFP stage, all firms will need to complete a "Certification of Non -
Discrimination by Contractors" for each firm on their team.
EXHIBIT I - 8
EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
#2010313v1
The following hourly rates will be utilized when preparing Task Orders under this On -Call Water
Resources Engineering Services contract. The hourly rates will remain effective until the end of the initial
3-year term of the agreement.
JIG Consultants
Team Vem6erandPosi6on
Maur Rates
Principal
$225
Senior Project Managers
$225
Project Managers
$210
Project Engineers
$185
Senior Civil Designers / Civil Engineer
$155
Civil Designers / Civil Engineer
$135
Utilities and Permitting
$110
Administrative Assistant
$90
9?eim6ursa6(esanc(Er eases:
1. Standard computer and technology costs are incorporated into these hourly rates as well as direct
labor, overhead, fringe benefits and fee.
2. Prints, plots, messenger service, subsistence, air travel, and other direct expenses will be charged
at cost.
3. The services of outside consultants will be charged at cost plus 10%. Outside consultants include
the following
Su6consu(tants
7eamVem6erandPosi6on
�%Ur( �' ter
Arcon Structural Engineers, Inc.
Heman Montoya, SE, PE — Structural
$230
Richard Flemming, AIA - Architectural
$190
Aspen Environmental
Lisa Blewitt — Environmental Compliance
$250
ENGEO
James Thurber, PE, CHg
$350
Gerry Green, Inc.
Gerry Green, EE — Electrical
$230
KDM Meridian
Richard Maher, PLS — Surveyor
$225
2-man Survey Crew (Prevailing Wage)
$370
LandStudio360
Alex Polen, RLA — Landscape Architect
$185
PICA
Scott Popovic — Pipeline Condition Assessment
Variable
Terracon Consultants
Fred Buhamdan, PE — Geotechnical
$312
T2 Utilities Engineer
Matthew Tomanek — Utility Potholing
$215
J/GCONSULTANTS City of Santa Ana I Statement of Qualifications for On -Call Water Resources Engineering Services
ACORO� CERTIFICATE OF LIABILITY INSURANCE
F DATE(MMIODNYYY)
1 03/17/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must 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
CONTACT NAME: Tina Cowie
Cornerstone Specially Insurance Services, Inc.
PHONE (714) 731-7700 FAX (714) 731-7750
Ext : A/C, No
ikr�ina@cornerstonespecialty.com
14252 Culver Drive, A299
p0oRlEss: tina@cornerstonespeclalty.com
INSURER(S) AFFORDING COVERAGE
NAICIf
]Nine CA 92604
INSURERA: Valley Forge Insurance Company
20508
INSURED
INSURER B: The Continental Insurance Company
20444
JIG CONSULTANTS
INSURERC: Continental Casualty Company
20443
318 W. Katella Ave.
INSURER D: Travelers Casualty8 Surety Co. ofAmerica
31194
Ste A
INSURER
Orange CA 92867
INSURER FE:
COVERAGES CERTIFICATE NUMBER: 24125 COVERAGES REVISION NUMBER -
THIS IS TO CERTIFY THATTHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED, NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LT0.
TYPE OFINSURANCE
INSD
MO
POLICY NUMBER
P LICY EFF
MMIDD
POLICY EXP
MMIDD
LIMITS
X
COMMERCIAL GENERALLIABILITY
CLAIMS -MADE OCCUR
ADDTL INSURED / P 8 NC
EACH OIAMAGCCURRENCE
$ 2,000,000
UI
PREMISES Ea occurrence
$ 1,000,000
x
MED EXP (Any one person
$ 10,000
x
BLNKTWVROFSUBRO
PERSONAL B ADV INJURY
$ 2,000,000
A
6021640522
09/01/2024
09/01/2025
GEN'LAGGREGATE
LIMITAPPLIES PER
POLICY JECT LOC
GENERALAGGREGATE
$ 4,000,000
PRODUCTS-COMPIOPAGG
$ 4,000,000
$
OTHER'
AUTOMOBILE
LIABILITY
ANYAUTO
COMBINED SINGLE LIMIT
Its accident
$ 1,000,000
X
BODILY INJURY (Per person)
$
B
OWNED SCHEDULED
AUTOS ONLY AUTOS
7038807240
09/01/2024
09/01/2025
BODILYINJURY(Per accident)
$
HIRED NON -OWNED
AUTOS ONLY AUTOS ONLY
PROPERTY -DAMAGE
Per accident
$
$
X
UMBRELLA LIAR
V
^OCCUR
EACH OCCURRENCE
$ 1,000,000
C
EXCESSLIAB
CLAIMS -MADE
7034600658
09/01/2024
09/01/2025
AGGREGATE
$ 1,000,000
DED
X RETENTION $ 10,000
S
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY YIN
ANY PROPRIETORIPARTNERIEXECUTIVE
OFFICERIMEMBER EXCLUDED?
NIA
7013360534
09/01/2024
09/01/2025
PER
X STATUTE ERH
EL EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
S 1,000,000
(Mandatory In NH)
If yes, describe antler
DESCRIPTION OF OPERATIONS below
E.L. DISEASE -POLICY LIMIT
$ 1,000,000
D
Professional Liability
Claims Made$4,000,000
107683694
09/01/2024
09/01/2025
Each Claim
AnnualAggregate
$2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached H more space Is required)
General Liability policy excludes claims arising out of the performance of professional services. The City of Santa Ana, its officers, Officials, employees,
agents, and volunteers are Additional Insured for General Liability but only if required by written contract with the Named Insured prior to an occurrence and
as per attached endorsement. Coverage is subject to all policy terms and conditions. *30 days notice of cancellation, except for 10 days notice for
non-payment of premium. For Professional Liability coverage, the aggregate limit is the total insurance available for all Covered claims reported within the
policy period.
Tu Tran DigitaTUTralllysignened by APPROVED
Dam:2025.03.19
N u en n oo:3?-orao By Tu Tran Nguyen at 11:00 am, Mar 19, 2025
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
City of Santa Ana Attention: Public Works Agency ACCORDANCE WITH THE POLICY PROVISIONS.
20 Civic Center Plaza (M-21)
AUTHORIZED REPRESENTATIVE n
Santa Ana CA 92701
U 1938-2915 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD
INSURED: JIG Consultants POLICY PERIOD: 9/1/2024-9/l/2025
POLICY NUMBER: 6021640522
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED WITH PRODUCTS -COMPLETED
OPERATIONS COVERAGE AND BLANKET WAIVER OF
SUBROGATION / AGGREGATE LIMIT (PER PROJECT)
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
1. Blanket Additional Insured with Products -Completed Operations Coverage and Blanket Waiver of
Subrogation
A. Who Is An Insured is amended to include as an insured, any person or organization whom you are required
to add as an additional insured on this policy under a written contract or written agreement, but the written
contract or written agreement must be:
1. Currently in effect or becoming effective during the term of this policy; and
2. Executed prior to the:
a. "Bodily injury" or "property damage'; or
b. Offense that caused the "personal and advertising injury;"
for which the additional insured seeks coverage.
B. The insurance provided to the additional insured is limited as follows:
1. That person or organization is an additional insured only with respect to such person or organization's
liability for:
a. "Bodily injury", "property damage" or "personal and advertising injury to the extent caused by:
(1) Your acts or omissions; or
(2) Acts or omissions of those acting on your behalf;
in the performance of your ongoing operations specified in the written contract; or
b. "Bodily injury" or "property damage" to the extent caused by "your work" specified in the written
contract or written agreement and included in the "products -completed operations hazard", but only
if:
(1) The written contract or written agreement requires you to provide the additional insured such
coverage; and
(2) This Coverage Part provides such coverage.
2. The Limits of Insurance applicable to the additional insured are those specified in the written contract or
written agreement or in the Declarations of this policy, whichever is less. These limits of Insurance are
inclusive of, and not in addition to, the Limits of Insurance shown in the Declarations.
3. The insurance provided to the additional insured does not apply to "bodily injury," "property damage,"
"personal and advertising injury" arising out of an architect's, engineer's, or surveyor's rendering of or
failure to render any professional services, including:
SB300176E (Ed. 10-19)
Page 1 of 3
Copyright, CNA All Rights Reserved.
a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports,
surveys, field orders, change orders or drawings and specifications by any architect, engineer or
surveyor performing services on a project of which you serve as a construction manager; or
b. Inspection, supervision, quality control, engineering or architectural services done by you on a
project of which you serve as construction manager.
4. This insurance provided to the additional insured does not apply to "bodily injury," "property damage," or
"personal and advertising injury" arising out of construction or demolition work while you are acting as a
construction or demolition contractor.
C. With respect only to the insurance provided by this endorsement, the condition entitled Other Insurance of
the BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to delete paragraphs 2. and 3.,
and replace them with the following:
2. This insurance is excess over any other insurance available to the additional insured, whether primary,
excess, contingent or on any other basis. But if required by the written contract or written agreement,
this insurance will be primary and noncontributory relative to insurance on which the additional insured is
a Named Insured.
3. When this insurance is excess, we will have no duty under Business Liability insurance to defend the
additional insured against any "suit" if any other insurer has a duty to defend the additional insured
against that "suit" If no other insurer defends, we will undertake to do so, but we will be entitled to the
additional insured's rights against all those other insurers.
When this insurance is excess over other insurance, we will pay only our share of the amount of the
loss, if any, that exceeds the sum of:
(a) The total amount that all such other insurance would pay for the loss in the absence of this
insurance; and
(b) The total of all deductible and self -insured amounts under all that other insurance.
We will share the remaining loss, if any, with any other insurance that is not described in this Excess
Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown
in the Declarations of this Coverage Part.
D. Additional Insured — Extended Coverage
When an additional insured is added by this or any other endorsement attached to this Coverage Part, Who
Is An Insured is amended to make the following natural persons insureds.
If the additional insured is:
a. An individual, then his or her spouse is an insured;
b. A partnership or joint venture, then its partners, members and their spouses are insureds;
c. A limited liability company, then its members and managers are insureds; or
d. An organization other than a partnership, joint venture or limited liability company, then its executive
officers, directors and shareholders are additional insureds;
but only with respect to locations and operations covered by the additional insured endorsement's
provisions, and only with respect to their respective roles within their organizations.
Please see the Estates, Legal Representatives and Spouses provision of this endorsement for additional
coverage and restrictions applicable to spouses of natural person insureds.
E. Blanket Waiver of Subrogation
The condition entitled Transfer of Rights of Recovery Against Others To Us of the BUSINESSOWNERS
COMMON POLICY CONDITIONS is amended to delete paragraph 2. and replace it with the following:
2. We waive any right of recovery we may have against any person or organization against whom you
have agreed to waive such right of recovery in a written contract or agreement because of payments we
SB300176E (Ed. 10-19)
Page 2 of 3
Copyright, CNA All Rights Reserved.
CNA►
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 within the "products -completed operations hazard."
2. Amendment- Aggregate Limits of Insurance (Per Project)
A. For all sums which the insured becomes legally obligated to pay as damages caused by "occurrences"
under Coverage A.1., and for all medical expenses caused by accidents under Coverage A.2., which can be
attributed only to ongoing operations at a single construction project:
1. A separate Construction Project General Aggregate limit applies to each construction project. The
Construction Project General Aggregate limit is equal to the amount of the General Aggregate limit
shown in the Declarations.
2. The Construction Project General Aggregate limit is the most we will pay for the sum of all damages
payable under Coverage A.1., except damages because of "bodily injury" or "property damage" included
in the "products -completed operations hazard," and for medical expenses payable under Coverage A.2.
regardless of the number of:
a. Insureds;
b. Claims made or "suits" brought; or
c. Persons or organizations making claims or bringing "suits."
3. Any payments made under Coverage A.1. for damages or under Coverage A.2. for medical expenses
shall reduce the Construction Project General Aggregate limit for the applicable construction project.
Such payments shall not reduce the General Aggregate limit shown in the Declarations nor shall they
reduce any Construction Project General Aggregate limit applicable to other construction projects.
4. The limits shown in the Declarations for Liability and Medical Expenses, Damage to Premises Rented to
You, and Medical Expenses continue to apply. However, instead of being subject to the General
Aggregate limit shown in the Declarations, such limits will be subject to the applicable Construction
Project General Aggregate limit.
B. All:
1. Damages because of "personal and advertising injury", regardless of the number of construction
projects involved;
2. Damages under Coverage A.I. which cannot be attributed solely to ongoing operations at a single
construction project, except damages because of "bodily injury" or "property damage" included in the
"products -completed operations hazard"; and
3. Medical expenses under Coverage A.2. caused by accidents which cannot be attributed solely to
ongoing operations at a single construction project;
will reduce the General Aggregate Limit shown in the Declarations, and shall not reduce any Construction
Project General Aggregate Limit.
C. When coverage for liability arising out of the "products -completed operations hazard" is provided, any
payments for damages because of "bodily injury" or "property damage" included in the "products -completed
operations hazard" will reduce the Products/Completed Operations Aggregate limit, and not reduce the
General Aggregate limit nor any Construction Project General Aggregate limit.
D. If a construction project has been abandoned, delayed, or abandoned and then restarted, or if the
authorized contracting parties deviate from plans, blueprints, designs, specifications or timetables, the
project will still be deemed to be the same construction project.
E. The provisions of the Limits Of Insurance section not otherwise modified by this endorsement shall continue
to apply as stipulated.
All other terms and conditions of the Policy remain unchanged.
SB300176E (Ed. 10-19)
Page 3 of 3
Copyright, CNA All Rights Reserved.
WORKERS' COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT—CALIFORNIA
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the
person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract
that requires you to obtain this agreement from us.)
You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the
Schedule.
The additional premium for this endorsement shall be _%of the California workers' compensation premium otherwise due on such
remuneration.
Person or Organization
All persons or organizations that are party to a
contract that requires you to obtain this
agreement, provided you executed the contract
before a loss
Schedule
Job Description
Job performed for any person or organization that you
have agreed with in a written contract to provide this
agreement.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective 9/01/2024 Policy No. 7013360534 Endorsement No.
Insured JIG CONSULTANTS Insurance Company Valley Forge Insurance
Company
CNA Business Auto Policy
Policy Endorsement
It is understood and agreed that this endorsement amends the BUSINESS AUTO COVERAGE FORM as follows:
SCHEDULE
Name of Additional Insured Person Or Organization
ANY PERSON OR ORGANIZATION THAT YOU ARE REQUIRED BY WRITTEN CONTRACT OR WRITTEN
AGREEMENT TO NAME AS AN ADDITIONAL INSURED.
1. In conformance with paragraph A.1.c. of Who Is An Insured of Section II - LIABILITY COVERAGE, the
person or organization scheduled above is an insured under this policy.
2. The insurance afforded to the additional insured under this policy will apply on a primary and
non-contributory basis if you have committed it to be so in a written contract or written agreement
executed prior to the date of the "accident' for which the additional insured seeks coverage under this
policy.
All other terms and conditions of the policy remain unchanged
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective
date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy.
Form No: CNA71527XX (10-2012)
Endorsement Effective Date:9/t/2024Endorsement Expiration Date: 9/l/2025
Endorsement No: ; Page: 1 of 1
Underwriting Company: Continental insurance
Company
Policy No: BUA Policy Effective
Date:9/1/2024
rnnvrinht rNA All Riahts
CNA
WAIVER OF TRANSFER OF RIGHTS OF RECOVERY
AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
Business Auto Policy
Policy Endorsement
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless
modified by the endorsement.
This endorsement changes the policy effective on the inception date of the policy unless another date is
indicated below.
Named Insured: JIG CONSULTANTS
Endorsement Effective Date: 09/01/2024-09/01/2025
SCHEDULE
Names) Of Person(s) Or Organization(s):
ANY PERSON OR ORGANIZATION FOR WHOM OR WHICH YOU ARE REQUIRED BY
WRITTEN CONTRACT OR AGREEMENT TO OBTAIN THIS WAIVER FROM US.
YOU MUST AGREE TO THAT REQUIREMENT PRIOR TO LOSS.
Information required to complete this Schedule, if not shown above will be shown in the Declarations
The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or
organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident"
or the "loss" under a contract with that person or organization.
Form No: CA 04 44 10 13 Policy No: 7038807240
Endorsement Effective Date: Endorsement Expiration Date: BUA Policy Effective
09/01/2024 Endorsement No: Page: 1 of 1 Date: 09/01/2024
Underwriting Company:
l opyrlgnt Insurance bervices Uttice, Inc., L011