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ARCHITECTURAL RESOURCES GROUP, INC. (6)
ndSuita �l_t J:v rt E: A-2023-194-01 B 'NORK MAY PROCEED UNTIL INSURA ICE EXPIRES MAYOR TY C EP, �� CITY MANAGER Valerie Amezcua TE MAY 2 6 2025 Alvaro Nunez MAYOR PRO TEM y dsrL, CITY ATTORNEY Benjamin Vazquez Sonia R.Carvalho COUNCILMEMBERST CITY CLERK Phil Bacerra Jennifer L. Hall Johnathan Ryan Hernandez Jessie Lopez David Penaloza Thai Viet Phan CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 Civic Center Plaza•P.O.Box 1988 Santa Ana,California 92702 www.santa-ana.ora May 19,2025 Architectural Resources Group,Inc. 360 E. 2nd St., Suite 225 Los Angeles,CA 90012 Re: On-call Environmental, Technical, and Planning Services to Prepare a Citywide Historic Resource Survey and Context Statement Pursuant to Section l(a) ("Scope of Services") of Agreement No. A-2023-194-01 entered into by Architectural Resources Group, Inc. ("Consultant") and the City of Santa Ana dated November 7, 2023 and Letter Agreement identified as A-2023-194A dated June 6, 2024, Consultant hereby accepts this amendment to said Letter Agreement for the continued assignment of on-call environmental and planning services for the project listed above. Consultant shall complete the services per the proposal(attached as Exhibit A to this amendment to Letter Agreement) by December 31, 2025. City shall recognize and compensate Consultant for services provided to the City from March 1, 2025 through the effective date of this letter. All other terms and conditions of said Agreement remain unchanged and in full force and effect. If you have any questions regarding this project,please contact Siri Champion in the Planning and Building Agency at(714)667-2751 or SChampion cr,santa-ana.org. Sincerely, Ali Pezeshkpour Architectural Resources Group,Inc. Acting Executive Director Katie Horak Planning&Building Agency Principal in Charge APPROVED AS TO FORM: Sonia R. Carvalho City Attorney lI 11 Melissa-M.Crosthwaite Senior Assistant City Attorney SANTA ANA CITY COUNCIL Valerie Amezcua Benjamin Vazquez Thai Viet Phan Jessie Lopez Phil Bacerra Johnaaran Ryan Hemandez David Penaloza Mayor Mayor Pm Tern-Ward 2 Ward 1 Ward 3 Ward 4 Ward 5 Ward 6 vamezcuaOsama-ana oro ivazauez(elsanta-anaoro tohan(alsanta-ana.org iessielooezfalsam aria.". o6acerra0santa-ana.om jryanhemandea%anta-anaorc doenaloza(a)santa-ana.or4 Exhibit A-Side Letter Agreement dated May 19,2025 Architectural 360 E.2nd Street,Suite 225 Resources Group Los Angeles,California 90012 ARCcreute.cnm April 24,2024 Ricardo Soto,AICP Principal Planner City of Santa Ana, Planning and Building Agency 20 Civic Center Plaza Santa Ana,CA 92702 RE: City of Santa Ana Historic Survey and Context Statement Dear Ricardo: Architectural Resources Group, Inc.(ARG)is pleased to submit this revised proposal in response to the City of Santa Ana's Request for Proposal dated February 29,2024,and follow-up correspondence dated April 22,2024,for completion of a citywide historic resources survey and context statement. ARG has a 44-year history of working with local governments across California to conduct historical resources surveys on various scales.With specialized expertise in historic preservation planning and preservation architecture,we bring a unique set of skills and decades of experience to every project we undertake.Our staff have experience with both preservation consulting and working in the public sector, making us particularly qualified to understand the circumstances under which surveys can be successfully completed and used in future preservation planning at the local level.We are well versed in directing community outreach activities,and view outreach as a crucial part of every survey project. In addition,we bring broad technical expertise with historical resources surveys, including use of GIS and other applications,which will ensure that all deliverables and services we provide will be easily integrated into existing systems and immediately useful to City staff. We'd like to sincerely thank you for the opportunity to submit our statement of understanding and proposed work plan to you.We look forward to further discussing the contents of our proposal at a time convenient to you. Sincerely, Katie Horak Principal Cc:Evanne St.Charles and Mary Ringhoff,ARG Architects, planners& Comservators Statement of Understanding Based on the RFP and subsequent conversations with City staff,ARG understands that Santa Ana has a need for a citywide historic context statement(HCS); a citywide historic resource survey; and information on eight Historically Sensitive Areas(HSAs)and two General Plan Focus Areas(FAs)to assist development of design standards in an ongoing Zoning Code update.The City desires completion of the project by sate fall 2024. As previously discussed with the City,due to the physical size of Santa Ana and the complexity of its historical development, it is ARG's professional opinion that a full citywide survey comprising both reconnaissance and intensive survey phases could not feasibly be completed in the available timeframe and with the currently available funding. Instead,we propose developing a citywide HCS;conducting a reconnaissance-level citywide survey; and generating focused development histories and recommendations for development standards for the eight HSAs(Pacific Park,West Floral Park,Jack Fisher Park,Wilshire Square, Park Santiago, Morrison Park,Washington Square,and Heninger Park),the two FAs(South Main Street and West Santa Ana Boulevard),and new development adjacent to historic resources citywide. We have developed a work plan that maximizes data capture potential,lays the groundwork for a future intensive survey phase,and provides the framework for future resource assessment. Its overarching goal is providing the City with a comprehensive overview of its potential historic resources in order to facilitate planning and inform the Zoning Code update, Work Plan The following work plan is based on the National Register Multiple Property Documentation (MPD) approach, in keeping with best professional practices, it begins with extensive background research and development of a historic context statement,and continues with a reconnaissance survey of all parcels with improvements constructed through 1984(up to 40 years old).As detailed below,the work plan also includes community engagement,creation of development standard recommendations,coordination with the City's consultant on the Zoning Code update project, public meetings, and a final deliverables package.The work plan below is broken down by task and highlights deliverables for each. i i i i i Archidreds, Planners Cvic&arva.dms Task 1, Project Outline, Management,and Coordination 1. Meet remotely with City staff to refine scope and establish project goals and objectives.Assumes one(1) meeting. 2. Prepare a project outline/work plan with schedule for review and approval by City staff, 3. Meet remotely with City staff and MIG (zoning code update consultant)to coordinate parallel efforts and review HSA/FA baseline information as developed in focused development histories under Task 4, below.Assumes one(1) meeting. 4. Participate in periodic project management meetings with City; prepare agendas and minutes for meetings.Assumes a maximum of 12 remote meetings over the course of the project,along with informal phone updates/discussions as needed. *Deliverable(s);Draft work plan and schedule,meeting agendas and minutes Task 2, Project Commencement 1. Refine and finalize work plan and project schedule, 2. Obtain and review relevant plans and policies, including the General Plan, historic preservation ordinance, ongoing studies, citywide design guidelines,GIS data,building permit records(if available),etc. *Deliverable(s) Final work plan and schedule Task 3.Community Engagement 1. Prepare a brief memorandum detailing planned meetings(participants,dates,times, locations, key messages, and questions)and describing participation at relevant Zoning Code Update community workshops.Submit memo to the City for review and revise per comments. 2. Assist the City with development of a paper form for submittal of information from the public. 3. Coordinate and collaborate with MIG on community outreach. 4. Participate in community meetings/workshops,stakeholder meetings, and small group discussions to gather information from residents and provide project updates.Assumes preparation of presentations; coordination and participation in up to 5 phone calls or in-person meetings with stakeholders(i.e. Preserve OC,Santa Ana Historical Society);and in-person attendance at a maximum of five(5)Zoning Code Update/neighborhood workshops. MIG to lead coordination,scheduling, and noticing for all Zoning Code Update meetings.Additional phone calls or meetings beyond those described herein will be billed on a time-and-materials basis at the Project Management level($1$0/hour). i i i I I I ��6T6i1Cis tQo ) �.'U�a.Stf'VC4GI)I'.5 5, Prepare community engagement summary report in memorandum form,to be submitted following zoning Code Update workshops. *Deliverable(5):Memo for planned community engagement;presentations for community/stakeholder meetings;community engagement summary report(to be submitted with Task 7) Task 4.Historic Context Statement and HSA/FA Focused Development Histories I. Review any existing historic context statements and previous studies related to the study areas. Conduct primary and secondary source research and review results. Incorporate information from community engagement, 2. Synthesize background information to draft HCS outline of contexts,themes,subthemes, and property types for use and iterative refinement in reconnaissance survey. 3. Draft a citywide HCS to provide an evaluative framework for all resources;the HCS will be applicable to the HSAs/FAs and their resources. Per OH guidelines,the HCS will use the National Register Multiple Property Documentation(MPD)approach to identify periods of significance, develop themes providing a framework for evaluation, identify property types,and provide eligibility criteria and integrity thresholds.Submit to City for review; revise per comments(the revised version will be submitted under Task 7 below).Assumes two(2)rounds of City review. 4. Draft focused development histories for the 8 HSAs and 2 FAs.Focused HCSs are not recommended for these areas,as the citywide HCS,will provide the necessary evaluative framework. Instead,the development histories will provide the specific information needed to develop development and design standards appropriate to historic resources within each HSA/FA as part of the comprehensive Zoning Code update. Each to include brief development history narrative,general characterization of its current built environment,year-built map, and reconnaissance survey findings within that area.Submit to City for review; revise per comments (the revised versions will be submitted under Task 7 below).Assumes two(2)rounds of City review. *Deliverable(s):Draft HCS;Draft focused development histories far 8 HSAs and 2 FAs Task 5. Reconnaissance Survey—Citywide 1. Create GIS citywide and HSA/FA area maps and data tables(property spreadsheets),to include all known and potential properties as gleaned from City background documents,source research, and community input,to inform the reconnaissance survey. 2. Conduct a street-by-street citywide reconnaissance survey of all pre-1984 parcels. Update the spreadsheets to reflect information gathered in field, including newly identified potential historic resources(individuals and districts), updates to known properties, and properties requiring 1 i J rthi tee Is, Pirxnner:.'NC further analysis. Photograph each identified property(one photo for each individual,one overview for each district), Conduct limited property-specific research as needed. Properties not identified as potentially eligible for listing in the reconnaissance phase will not be addressed further or included in the reconnaissance survey findings. 3. Submit drafts of reconnaissance survey findings spreadsheets and preliminary findings maps. Recommend properties to be documented and evaluated in the intensive survey phase, both within and outside of HSAs/FAs. District findings will include preliminary boundary recommendations.Submit to City for review;revise per comment(the revised version will be submitted under Task 7 below),Assumes two(2)rounds of City review. *Deliverable(s):Draft citywide reconnaissance survey findings(property spreadsheets)and preliminary findings maps Task 6.Zoning District Development Standards I. Use baseline info from Task 5 to draft recommendations for development standards for new development with in the HSAs/FAs and/or adjacent to historic resources. 2. Coordinate with MIG regarding integration of draft development standards with the Zoning Code update.Assumes a maximum of four(4) remote meetings. 3. Submit to City for review; revise per comments and submit final. *Deliverable(s):Draft development standards for new development within MSAs/FAs Task 7. Final Historic Context, Reconnaissance Survey Findings,HSA/FA Focused Development Histories, and Community Engagement Summary Report 1. Produce project deliverables package,fronted by an abbreviated report(letter or memorandum format)summarizing all work done and including final HCS;final reconnaissance survey findings (spreadsheets, maps,and shapefiles);final HSA/FA focused development histories and recommended development standards for use in the Zoning Code Update; and community engagement summary report.Submit to City. *Deliverable(s):Final project package,incl.final NC5,final reconnaissance survey findings,final HSR/FA focused development histories and development standards, and community engagement summary report i i Et�e�dzr��t,, I Plarinrra& i Cureserca6nrs Task S. Public Meetings 1. Participate in three(3)in-person meetings,which may include meetings with the Historic Resources Commission, Planning Commission,and/or City Council, Prepare presentations and lead work study sessions. *Deliverable(s):Presentations for HRC/Planning Commission/City Council meetings Schedule ARG will aim to adhere to the City's proposed six-month timeline for completion of this project,with targeted project end by November 30, 2024.We will be available to commence work immediately upon notice to proceed.The following timeline illustrates the schedule breakdown by task. City of Santa Ana Citywide Historic Survey and Context Statment 24 Apr-24 Prindpa14h. Project Citywide HlsmdeCanbstSul—nit,Reconnaissance S.--nand ea,elina lmf---Han for HSA/FA 0.wbpment Standards Charge Manager HUnnien3 HlriorlanI Intern T4bf Co. Task L Project Outline,Management,and Coordination 6 24 12 16 0 S8 $91980 Meet remotely with City staff to refine scope and establish project goals and ehjnrli—.Assumes one(1)meeting. Prepare a project outline/work plan with schedule for review and approval by City surf. Meet remotely with City staff and MIG(zoning code update consultant)to coordinate p>allel efforts and revew HSA/FA baseline information as developed in focused development hintsrfes under Task 4,below.Assumes one(1)mewing. P311cipate in periodic project management meetings with City;prepare agendas and minutes for meetings.Assumes a maximum of 12 remote meetings over the course of the project,along with informal phone updates/discussions as needed. Tesk 2.Project Commencement 2 4 4 16 g 34 $4,S40 Refine and finalize work plan and project schedule_ Obtain and review relevant plans and policies,including the General Plan,historic preservation ordinance,ongoing studies,citywide design guidelines,GIS data,building permit records(it available),eK. Task M Community Engagement _ 48 40 40 20 150 $22,660 Prepare a brief memorandum detailing planned meetings IpartidpanU,dates,times,locations,key m sages,and questions)and describing participation at relevant Zoning Code Update community workshops.Submit memo to the City for review and revise per pi,parmints. Assist the City with development of a paper farm for submittal of information from the public. Coondlmite and collaborate with MIG on community ouveach, Participate in community meetings/workshops,stakeholder meetings,and small group discussions to gather infartnation from residents and provide project updates.Assumes preparation of presentations;coordination and participation In up to 5 phone calls o in-persa I ng,with st.keh.ld—(I...Preserve OC,Santa Ana Historical Socletyl:and in personattendance at a maximum of five 15)Zoning Code Update/neighborhood workshops.MIG to lead coc rdfnadon,scheduling,and noticing for all Zoning Code Update meetings. Prepare community engagement summary report in memorandum farm,to be submitted following Zoning Code Update workshops. Task 4.Hlrtar(c Context Statement and HSA/FA Focused Development Histories 12 70 125 165 g0 452 $64,21. Review any existing historic context statements and previous studies related to the study areas.Conduct primary and secondary arch and review results.Incorporate Information from community engagement. Syntheite background information to draft HCS outline of contexts,themes,subthemes,and property types for use and iterative refinement In reconnaissance survey. Drafts tyciwide HCS to provide an evaluative framework for all resources;the HCS will be applicable he the HSAs/FAs and their es.Per CHIP guidelines,the HCS will use the National Register Multlpk Property Documental(-(MPO)approach to identify periods of significance,develop themes providing a framework for evaluation.Idendfy property types,and provide eligibility criteria and integrity thresholds.submit to City for review;revise per comments Imo revised version will be submitted under Task 7 below). Assumes Iw.(2)rounds of City...law. Draft focused development histodes tar the 8 HSA.and 2 FAs.Focused HCS,are not recommended for these areas,as the citywide HC5 will provide the necessary—1-6ve framework.Instead,the development histories will provide the specific information needed to develop development and design standards appropriate to historic resources within each HSA/FA as part of the omprehenive Zoning Coda update.Each to include brief development history narrative,general 6—cltenaation of its current built ent,year-built map,and reconnaissance survey findings within that area.Submit to City for review;revise per comments (the revised versions will be submitted under Task 7 be)owl.Assumes two I27 rounds of City review. Task S.Reconnaissance survey-Cllywlde 8 40 50 64 EO 242 $32,030 Create GIS citywide and HSA/FA area maps and data tables(property spreadsheets),to include all known and patendai properties as gleaned from City background documents,source research,and community input,to Inform the reconnaissance survey. Conduct a street by street citywide reconnaissance survey of all pre-1923 parcels.Update the spreadsheets to reflect information gathered in field,including newly identified potential historic resources(individuals and districts),updates to kmuwn propeNes,and properties requiring further analysis.Photograph each identified property join photo for each individual,one overview for each district).Conduct limited property-specific research as needed.Properties not Idendfled as potentially eligible for listing in the annaiss-sx,phase will not be addressed further or Included in the reconnaissance Survey findings. Submit drags of racannafssance survey findings spreadsheets and preliminary findings maps.Recommend properties he be documented and evaluated in future;ntensiP,survey,both within and outside of HSAs/FA,District findings will include preliminary boundary re.. endatiom,.Submil to City for review;revise percamment[the revised version will be submitted under Task 7 below).Assumes two 12)rounds of City review. Task 6.Zoning District Devdapm,nt Standards 4 40 30 24 0 M $16,4l0 Use baseline info from Task 5 to draft recommendations for development standards for new development within the HSAs/FAS and/or adjacent to historic resource. Coordinate with MIG regarding integration of draft development standards with the Zoning Code updat..Assumes,maximum of 4 r.mote meetings. Submit to City for review;revise per comments and submit final. Task 7.Find Historic Contest,Reconnaissance Survey Findings,HSA/FA Focused Development HI—riss/Shu lords,and Community Engagement Summary Report 0 g 0 0 O 8 $I,440 Produce project deliverables package,fronted by an abbreviated report(letter or memorandum format)summarizing all work done and including final HCS;final reconnaissance survey findings(.preadsh,e6,maps,and shapefllei;final HSA/FA focused development histaries and recommended development standards for use in the Zoning Code Update;and community engagement summary report Submit to City. Task L Public Meetings 8 28 0 12 10 48 $gr620 ParUClpate in three l3l in-person meetings with the Historic Resources[ommision lone subcommitee workshop and one public haanngl.Prepare presentations and lead work study....tons. Total Hours 42 262 249 321 188 Hourly Rates 5260 $180 $17S $125 $75 Suhtaol leer person) $20.920 $47,160 $43,575 W,125 514,100 Subtotal Luber $255,880 Reimbursable allowance Iessimated)(mileage and repository/r,p,,d,nm,n fees,no hard copies) 52.000 Contingency $7,500 Optional Item l:65 hard copies 115 draft HC5,15 drab rccan findings,15 development standards,20 final repent par RFP) $1,300 TOTAL NOT-TO-EXCEED FEE $165,380 with Optional Hem 1 $166,630 1�1 luY 1 Ra(ect Ihrtlln4 kWugrlrlwr4 Rrtl CoredNRtbn 1 MeulmmutelY wnM1(nYs[all to reline slope and utahlnh projen BoaN and CItV of Santa Ana Ct"ide Histark Survey and Context ohls•nw�. 2 Prepamapro/M outline/wolk pqn wish schedule for review aM apprwnl by GNsmM. 3 Meet remotely wnh[dYstaX and MlG lra g[tle update conwhanl). 4 pankipateln pehodicprulenm nagemem me nngswdM1City. Tuk 1 pmgM Commencement 1 Relne And Rnalke wor4 plan andpralm schedule. 2 Oblarn and renew relevant plans and p l—, TMk3 to 111ty Engagement 1 Prepareahrrel memorantlum for plannetl community engAgemenl 2 r4+ml the CtYwkh d.W.Pment of a fnrm rar subminal of lnlarmation from Ihepublk. 3 Coordkaleand mllahvlale wnh Mw an mmmunHv uutreacM1. q P r co m nny meetings/wnr4sM1ops,sla4eholJer n gs reelin ,and mallgrmoup dlsrvssians m gather infarmalkn from residents and prpnde poltts updales.lStakeholder mlgs TROI 5 Prepare mmmundy engagcrmm summary report. Tuk 0.His—Canlert 9latemmt aM N AJFA Foaued D—Ilprl-t IWtodu 1 Revlew anY eais[InB his[nrk context Aamments Ard penous stuJms related e,::..w a the study areu.Condon primary and secondary soume research and '��sys;a`-�a revew resulls.lncorporale inlarmation from communirym ent. - ` `iv�.•`'�'gaP.em .�y4�S�.._�•[ 2 SYnth[wlse bacYgrounJ mfasmatlon to draft HCS outline of contexts,IMmes, subshen and property types for use and iterative re/inemem in pmansamesurvey. 3 OmRa ckywide XCS to govide an evaluatwe framework for allruvmcu. q orarlfamed devempmem hmodes for lnee HSAsaM2ins. Tnk i Re[annalssan[e kurvry-Cltywlde 1 CIeMe GIS[dywide and HSA/FA area maps ana data tables. 2 Condnt astreet b,11-1ot,..cecnnnaissancesurvey of all prc19g3 psceh. 3 Suhmh dnhs of recarmaiss......rvey Rndings spreadsM1een and preYmkary fintllnRs map.. Tnk 62oning Wilda oevelppmmtRUMards 3 Orafl re ends[ its for develop andards tarn wdevelapnlent wphhr llee HSAs/FAk anJ/or atllacen lonhrstorlc resources. 2 Coordinate with MlG regarJing iMegraHon of drab development s[andards wgh the 2aning COM update.Assume a mumum of A remme meetings. 3 I Ixlft to City for review;revke per[ommenl and submit limb hsk T.XnRI Xlstalc Canteat,RKonruitsarvx SteVey FindMgs,N9G/F4 FuusedD ebpmswt Xisrorle/S4MPrd4 eM Camft EryRgement 9urmurygepprt 1 F mdule protect defl,111 spackage. Twit a PuMk Meetlnp 1 Pankrpa[eln lhr ee(5)in-perm.meetings with.he Historic Res.m CAmmaslAn/Pfannmg Cpmmcsion/CgY Council. A�® CERTIFICATE OF LIABILITY INSURANCE rAT8/14/2O24ryY) 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: Jennlfef Aguirre AssureclPartners Design Professionals Insurance Services, LLC PHONE (26-3 • .FAX 3697 Mt. Diablo Blvd., SuiAncne • E-MAIL Lafayette CA 94549 ADDRESS: CE-tr;D s rs. LJ INSURERS AFFORDING COVERAGE NAIC# nse#:6003745 INSURER A:XL i e I II 0 37885 INSURED ftwof ARCHRES-04 INSURER B:T.B rf ve e s '17 C dirn o oV,n IC 25682 Architectural Resources Group, Inc. INSURER ravel asu t and S t fA uam.:. 4eri 31194 Pier 9, The Embarcadero, Sue 107 San Francisco CA 94111 INSURER I' I REF Um ce —.C31 - 4 li - 4 0 n:7 1 n n I P RF: COVERAGES CERTIFICATE NUMBER:2145781566 IJDWE THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HF V1 BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE ADDL SUER POLICY NUMBER MM DO/YYYY MM/DDIYYYY LIMITS B X COMMERCIAL GENERAL LIABILITY Y Y 6802H186591 9/1/2024 9/1/2025 EACH OCCURRENCE $2,000,000 CLAIMS-MADE M OCCUR DAMAGES( RENTED PREMISES Ea occurrence) $1,000,000 X Contractual Liab MED EXP(Any one person) $10,000 Included PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POi PE� LOC PRODUCTS-COMPIOP AGG S 4,000,000 OTHER: S B AUTOMOBILE LIABILITY Y Y BA1 S985277 9/1/2024 9/1/2025 COMBINED SINGLE LIMIT $1 000 000 Ea accident ANY AUTO BODILY INJURY(Per person) S OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ X HIRED X NON-OWNED PRPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY PerO accident S UMBRELLA LIAR OCCUR EACH OCCURRENCE S EXCESS LIAR HCLAIMS-MADE AGGREGATE $ DED RETENTIONS $ C WORKERS COMPENSATION Y UB6Y264914 9/1/2024 9/1/2025 X SPER TATUTE EERH AND EMPLOYERS'LIABILITY Y/N ANYPROPRIETCRIPARTNERIEXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICERIMEMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 A Professional Liability& DPR5032672 9/1/2024 911/2025 Per Claim/52,000,000 $2.000,000/Agg lmt Contractors Pollution Legal Included Liability DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Insured owns no company vehicles;therefore,hired/non-owned auto is the maximum coverage that applies. Re: RFQ 23-142. City of Santa Ana is named as an additional insured as respects general liability as required per written contract.General Liability is Primary/Non-Contributory per policy form wording.Insurance coverage includes waiver of subrogation per the attached endorsement(s). CERTIFICATE HOLDER CANCELLATION 30 Day Notice of Cancellation SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PRC Risk Management Division RAt''ti°ugarimfDivision 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE _ REVIEWED&APPROVED BY: Santa Ana CA 92701 A Ac 'eo�o Risk Management Specialist ©1988-2015 ACORD V IQ ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD TRAVELER5A,1k WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY ENDORSEMENT WC 99 03 76 ( A)— POLICY NUMBER: UB6Y264914 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) 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. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description Any Person or organization for which the insured has agreed by written contract executed prior Lo loss to furnish this waiver. 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.) - - Risk MmaganadDMs[an REVIEWED&APPROVE)BY: Insurance Company Countersigned by Travelers Casualty and Surety Co of America ® Risk Management spedMi3t DATE OF ISSUE: 8/14/2024 Policy# 6802H186591 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing a. The statements in the Declarations are If all of the other insurance permits contribution accurate and complete; by equal shares, we will follow this method also. b. Those statements are based upon Under this approach each insurer contributes representations you made to us; and equal amounts until it has paid its applicable c. We have issued this policy in reliance upon limit of insurance or none of the loss remains, your representations. whichever comes first. The unintentional omission of, or unintentional error If any of the other insurance does not permit in, an information rovided b y p y you which we relied contribution by equal shares, we will contribute upon in issuing this policy will not prejudice your by limits. Under this method, each insurer's rights under this insurance. However, this provision share is based on the ratio of its applicable limit does not affect our right to collect additional of insurance to the total applicable limits of premium or to exercise our rights of cancellation or insurance of all insurers. nonrenewal in accordance with applicable insurance d. Primary And Non-Contributory Insurance If laws or regulations. Required By Written Contract — >7, Separation Of Insureds If you specifically agree in a written contract or Except with respect to the Limits of Insurance, and agreement that the insurance afforded to an any rights or duties specifically assigned in this insured under this Coverage Part must apply on Coverage Part to the first Named Insured, this a primary basis, or a primary and non- insurance applies: contributory basis, this insurance is primary to a. As if each Named Insured were the only other insurance that is available to such insured Named Insured; and which covers such insured as a named insured, and we will not share with that other insurance, b. Separately to each insured against whom claim provided that: is made or"suit" is brought. (1) The"bodily injury'or"property damage"for 8• Transfer Of Rights Of Recovery Against Others which coverage is sought occurs; and To Us (2) The "personal and advertising injury" for If the insured has rights to recover all or part of any which coverage is sought is caused by an payment we have made under this Coverage Part, offense that is committed; those rights are transferred to us. The insured must subsequent to the signing of that contract or do nothing after loss to impair them. At our request, agreement by you. the insured will bring "suit" or transfer those rights to us and help us enforce them. 5. Premium Audit g. When We Do Not Renew a. We will compute all premiums for this Coverage If we decide not to renew this Coverage Part, we will Part in accordance with our rules and rates. mail or deliver to the first Named Insured shown in b. Premium shown in this Coverage Part as the Declarations written notice of the nonrenewal advance premium is a deposit premium only. At not less than 30 days before the expiration date, the close of each audit period we will compute If notice is mailed, proof of mailing will be sufficient the earned premiurn for that period and send proof of notice. notice to the first Named Insured. The due date for audit and retrospective premiums is the date SECTION V—DEFINITIONS shown as the due date on the bill. If the sum of 1. "Advertisement" means a notice that is broadcast or the advance and audit premiums paid for the published to the general public or specific market policy period is greater than the earned segments about your goods, products or services premium, we will return the excess to the first for the purpose of attracting customers or Named Insured. supporters. For the purposes of this definition: c. The first Named Insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website 6. Representations that is about your gc By accepting this policy, you agree: for the purposes of _ Ris&MouganadDMslan supporters is considE REVIEWED&APPRavEDBy. —� Risk management Specialist Page 16 of 21 ©2017 The Travelers Indemnity Company.All rights reserved. V IQ Includes copyrighted material of Insurance services Office, Inc. with its permission. Policy#6802H186591 COMMERCIAL GENERAL LIABILITY occupational therapist or occupational that is available to any of your "employees" therapy assistant, physical therapist or for "bodily injury" that arises out of providing speech-language pathologist; or or failing to provide "incidental medical (b) First aid or "Good Samaritan services" services" to any person to the extent not by any of your"employees" or"volunteer subject to Paragraph 2.a.(1) of Section II — workers", other than an employed or Who Is An Insured. volunteer doctor. Any such "employees" K. MEDICAL PAYMENTS— INCREASED LIMIT or"volunteer workers" providing or failing The following replaces Paragraph 7. of to provide first aid or "Good Samaritan SECTION III—LIMITS OF INSURANCE: services" during their work hours for you will be deemed to be acting within the 7. Subject to Paragraph 5. above, the Medical scope of their employment by you or Expense Limit is the most we will pay under performing duties related to the conduct Coverage C for all medical expenses of your business. because of "bodily injury" sustained by any 3. The following replaces the last sentence of one person, and will be the higher of: Paragraph 5. of SECTION III — LIMITS OF a. $10,000; or INSURANCE: For the purposes of determining the b. The amount shown in the Declarations of applicable Each Occurrence Limit, all related this Coverage Part for Medical Expense acts or omissions committed in providing or Limit. failing to provide "incidental medical L. AMENDMENT OF EXCESS INSURANCE services", first aid or "Good Samaritan CONDITION—PROFESSIONAL LIABILITY services" to any one person will be deemed The following is added to Paragraph 4.b., to be one "occurrence". 4. The following exclusion is added to Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY Paragraph 2., Exclusions, of SECTION I — CONDITIONS: COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE This insurance is excess over any of the other LIABILITY: insurance, whether primary, excess, contingent Sale Of Pharmaceuticals or on any other basis, that is Professional Liability or similar coverage, to the extent the "Bodily injury" or "property damage" arising loss is not subject to the professional services out of the violation of a penal statute or exclusion of Coverage A or Coverage B. ordinance relating to the sale of_> M. BLANKET WAIVER OF SUBROGATION — pharmaceuticals committed by, or with the knowledge or consent of the insured. WHEN REQUIRED BY WRITTEN CONTRACT 5. The following is added to the DEFINITIONS OR AGREEMENT Section: The following is added to Paragraph 8., Transfer "Incidental medical services" means: Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL a. Medical, surgical, dental, laboratory, x LIABILITY CONDITIONS,- ray or nursing service or treatment, If the insured has agreed in a written contract or advice or instruction, or the related agreement to waive that insured's right of furnishing of food or beverages; or recovery against any person or organization, we b. The furnishing or dispensing of drugs or waive our right of recovery against such person medical, dental, or surgical supplies or or organization, but only for payments we make appliances. because of: 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — a. "Bodily injury" or "property damage" that COMMERCIAL GENERAL LIABILITY occurs; or CONDITIONS: b. "Personal and advertising injury" caused by This insurance is excess over any valid and an offense that is committed; collectible other insurance, whether primary, subsequent to the signing of that contract or excess, contingent or on any other basis, agreement. CG D3 79 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office,Inc.with its permission. Policy Number: BAIS985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM PROVISIONS 2. The following is added to Paragraph B.5., Other 1. The following is added to Paragraph A.1.c., Who Insurance of SECTION IV — BUSINESS AUTO Is An Insured, of SECTION II — COVERED CONDITIONS: AUTOS LIABILITY COVERAGE: Regardless of the provisions of paragraph a. and This includes any person or organization who you paragraph d. of this part 5. Other Insurance, this are required under a written contract or insurance is primary to and non-contributory with agreement between you and that person or applicable other insurance under which an organization, that is signed by you before the additional insured person or organization is the "bodily injury" or "property damage" occurs and first named insured when the written contract or that is in effect during the policy period, to name agreement between you and that person or as an additional insured for Covered Autos organization, that is signed by you before the Liability Coverage, but only for damages to which "bodily injury" or "property damage" occurs and this insurance applies and only to the extent of that is in effect duringthe policy that person's or organization's liability for the P y period, requires this insurance to be primary and non-contributory. conduct of another"insured". o._-..._,; RiskMwlagementDEvivian +' REVIEWED&APPRovED BY: CA T4 74 02 16 ©2016 The Travelers Indemnity Company.All rights reserved. ® Risk Management Spebalist Includes copyrighted material of Insurance Services Office,Inc.with its permissior POLICY NUMBER:680-21-1186591 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part, provided that such written contract was signed by you before,and is in effect when, the "bodily injury"or"property damage" occurs or the"personal injury"or"advertising injury"offense is committed. Location of Covered Operations: Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in- This insurance does not apply to "bodily injury" or clude as an additional insured the person(s) or "property damage" occurring, or "personal injury" organization(s) shown in the Schedule, but only or "advertising injury" arising out of an offense with respect to liability for"bodily injury", "property committed, after: damage", "personal injury" or "advertising injury" 1. All work, including materials, parts or equip- caused, in whole or in part, by: ment furnished in connection with such work, 1. Your acts or omissions; or on the project (other than service, mainte- 2. The acts or omissions of those acting on your nance or repairs) to be performed by or on behalf; behalf of the additional insured(s) at the loca- tion of the covered operations has been com- in the performance of your ongoing operations for pleted-, or the additional insured(s) at the location(s) desig- nated above. 2. That portion of "your work" out of which the B. With respect to the insurance afforded to these injury or damage arises has been put to its in- tended use by any person or organization additional insureds, the following additional exclu- other than another contractor or subcontrac- tor engaged in performing operations for a principal as a part of the same project. Risk Mwagmwd Division CG D3 61 03 05 REVIEWED&APPROVm BY. A-•�,Acwd- Copyright 2005 The St. Paul Travelers Companies, Inc.All rights re: ®' Rsk Management spedafist CG TB 02 09 2�ncludes copyrighted material of Insurance Services Office, Inc. with its I DATE OF ISSUE: 06/19/2024 Page 1 of 1 POLICY NUMBER:680-21-1186591 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for"bodily injury" or"property damage"included in the products-completed operations hazard, provided that such contract was signed by you before, and is in effect when, the"bodily injury or"property damage" occurs. Location And Description Of Completed Operations Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- location designated and described in the schedule of clude as an additional insured the person(s) or or- this endorsement performed for that additional in- ganization(s) shown in the Schedule, but only with sured and included in the "products-completed opera- respect to liability for "bodily injury" or "property dam- tions hazard". age" caused, in whole or in part, by "your work" at the e 77, Risk Management Di blon REVIEWED&APPROVED BY.- CG 20 37 07 04 Ag,�,AcW4�, Risk Management Speaalist cG T8 03 09 24 © ISO Properties, Inc., 2004 DATE OF ISSUE: 06/19/2024 Page 1 of 1 Policy: BA1S985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following is added to Paragraph c. in A.1., Who between you and that person or organization, that is Is An Insured, of SECTION II — COVERED AUTOS signed by you before the "bodily injury" or "property LIABILITY COVERAGE in the BUSINESS AUTO damage" occurs and that is in effect during the policy COVERAGE FORM and Paragraph e. in A.1., Who Is period, to name as an additional insured for Covered An Insured, of SECTION II — COVERED AUTOS Autos Liability Coverage, but only for damages to LIABILITY COVERAGE in the MOTOR CARRIER which this insurance applies and only to the extent of COVERAGE FORM, whichever Coverage Form is that person's or organization's liability for the conduct part of your policy: of another"insured". This includes any person or organization who you are required under a written contract or agreement Risk Management MAW a REVIEWED&APPROVED BY: A-j-�g At44,/. Risk PMnagement Specialist CA T4 37 02 16 ©2016 The Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.with its permission. Policy## BA18985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or 'loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent CA T3 40 02 15 ©2015 The'Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office,Inc.with its permission. 79/3/2025 E(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Allison Barga AssuredPartners Design Professionals Insurance Services, LLC PHONE FAX 3697 Mt. Diablo Blvd., Suite 230 A/C No Ext: 360-626-2007 (A/C,No): E-MLafayette CA 94549 ADDRESS: CertsDesignPro@AssuredPartners.com INSURER(S)AFFORDING COVERAGE NAIC# License#:6003745 INSURERA:XL Specialty Insurance Company 37885 INSURED ARCHRES-04 INSURER B:The Travelers Indemnity Company of Connecticut 25682 Architectural Resources Group, Inc. INSURERC:Travelers Property Casualty Company of America 25674 Pier 9, The Embarcadero, Suite 107 San Francisco CA 94111 INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:307594198 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR L TYPE OF INSURANCE ADD SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD MM/DD B X COMMERCIAL GENERAL LIABILITY Y Y 6802H186591 9/1/2025 9/1/2026 EACH OCCURRENCE $2,000,000 CLAIMS-MADE � OCCUR PREMISES DAMAGE TO PREMISES Ea occurrence) ccurrence $1,000,000 X Contractual Liab MED EXP(Any one person) $10,000 Included PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY� PECOT- LOC PRODUCTS-COMP/OP AGG $4,000,000 OTHER: $ B AUTOMOBILE LIABILITY Y Y BA1S985277 9/1/2025 9/1/2026 COMBINED SINGLE LIMIT $1,000,000 Ea accident ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS X HIRED X NON-OWNED FIR ERTYDAMAGE $ AUTOS ONLY AUTOS ONLY Per accident UMBRELLALIAB OCCUR EACH OCCURRENCE $ EXCESS LAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ C WORKERS COMPENSATION Y UB6Y264914 9/1/2025 9/1/2026 X PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICE R/M EMBER EXCLUDED? ❑ N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $1,000,000 A Professional Liability& DPR5047708 9/1/2025 9/1/2026 Per Claim/$2,000,000 $2,000,000/Agglmt Contractors Pollution Legal Included Liability DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,maybe attached if more space is required) Insured owns no company vehicles;therefore,hired/non-owned auto is the maximum coverage that applies. Re: RFQ 23-142. City of Santa Ana is named as an additional insured as respects general liability as required per written contract. General Liability is Primary/Non-Contributory per policy form wording. Insurance coverage includes waiver of subrogation per the attached endorsement(s). Digitally signed TU Trdn an Nguyen N APPROVED Nguyen Ng Uy21110:4823-0700' By Tu Tran Nguyen at 10:47 am,Sep 05,2025 10:48:23-0T00' CERTIFICATE HOLDER CANCELLATION 30 Day Notice of Cancellation SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City Of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Planning and Building Agency 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 JL� ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD POLICY NUMBER:680-21-1186591 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part, provided that such written contract was signed by you before,and is in effect when, the "bodily injury"or"property damage" occurs or the "personal injury"or"advertising injury"offense is committed. Location of Covered Operations: Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II —Who Is An Insured is amended to in- This insurance does not apply to "bodily injury" or clude as an additional insured the person(s) or "property damage" occurring, or "personal injury" organization(s) shown in the Schedule, but only or "advertising injury" arising out of an offense with respect to liability for"bodily injury", "property committed, after: damage", "personal injury" or "advertising injury" 1. All work, including materials, parts or equip- caused, in whole or in part, by: ment furnished in connection with such work, 1. Your acts or omissions; or on the project (other than service, mainte- 2. The acts or omissions of those acting on your nance or repairs) to be performed by or on behalf; behalf of the additional insured(s) at the loca- tion of the covered operations has been com- in the performance of your ongoing operations for pleted; or the additional insured(s) at the location(s) desig- nated above. 2. That portion of "your work" out of which the injury or damage arises has been put to its in- B. With respect to the insurance afforded to these tended use by any person or organization additional insureds, the following additional exclu- other than another contractor or subcontrac- sions apply: for engaged in performing operations for a principal as a part of the same project. CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc.All rights reserved. CG T8 02 09 2dncludes copyrighted material of Insurance Services Office, Inc. with its permission. DATE OF ISSUE: 07/18/2025 Page 1 of 1 POLICY NUMBER: 680-2H186591 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for"bodily injury" or"property damage" included in the products-completed operations hazard, provided that such contract was signed by you before, and is in effect when, the "bodily injury or"property damage" occurs. Location And Description Of Completed Operations Any project to which a written contract with the Additional Insured Person(s)or Organization(s) in the Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- location designated and described in the schedule of clude as an additional insured the person(s) or or- this endorsement performed for that additional in- ganization(s) shown in the Schedule, but only with sured and included in the "products-completed opera- respect to liability for "bodily injury" or "property dam- tions hazard". age" caused, in whole or in part, by "your work" at the CG 20 37 07 04 CG T8 03 09 25 © ISO Properties, Inc., 2004 DATE OF ISSUE: 07/18/2025 Page 1 of 1 TRAVELERS!' WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY ENDORSEMENT WC 99 03 76 ( A)— POLICY NUMBER: UB6Y264914 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) 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. The additional premium for this endorsement shall be % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description Any Person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver. 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.) &T Insurance Company Countersigned by Travelers Property Casualty Company of America DATE OF ISSUE: 9/3/2025 Page 1 of 1 Policy# 6802H186591 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing a. The statements in the Declarations are If all of the other insurance permits contribution accurate and complete; by equal shares, we will follow this method also. b. Those statements are based upon Under this approach each insurer contributes representations you made to us; and equal amounts until it has paid its applicable c. We have issued this policy in reliance upon limit of insurance or none of the loss remains, your representations. whichever comes first. The unintentional omission of, or unintentional error If any of the other insurance does not permit in, any information provided by you which we relied contribution by equal shares, we will contribute upon in issuing this policy will not prejudice your by limits. Under this method, each insurer's rights under this insurance. However, this provision share is based on the ratio of its applicable limit does not affect our right to collect additional of insurance to the total applicable limits of premium or to exercise our rights of cancellation or insurance of all insurers. nonrenewal in accordance with applicable insurance —j d. Primary And Non-Contributory Insurance If laws or regulations. Required By Written Contract --->7, Separation Of Insureds If you specifically agree in a written contract or Except with respect to the Limits of Insurance, and agreement that the insurance afforded to an any rights or duties specifically assigned in this insured under this Coverage Part must apply on Coverage Part to the first Named Insured, this a primary basis, or a primary and non- insurance applies: contributory basis, this insurance is primary to a. As if each Named Insured were the only other insurance that is available to such insured Named Insured; and which covers such insured as a named insured, and we will not share with that other insurance, b. Separately to each insured against whom claim provided that: is made or"suit" is brought. (1) The "bodily injury' or"property damage" for 8. Transfer Of Rights Of Recovery Against Others which coverage is sought occurs; and To Us (2) The "personal and advertising injury" for If the insured has rights to recover all or part of any which coverage is sought is caused by an payment we have made under this Coverage Part, offense that is committed; those rights are transferred to us. The insured must subsequent to the signing of that contract or do nothing after loss to impair them. At our request, agreement by you. the insured will bring suit or transfer those rights to us and help us enforce them. 5. Premium Audit g. When We Do Not Renew a. We will compute all premiums for this Coverage If we decide not to renew this Coverage Part, we will Part in accordance with our rules and rates. mail or deliver to the first Named Insured shown in b. Premium shown in this Coverage Part as the Declarations written notice of the nonrenewal advance premium is a deposit premium only. At not less than 30 days before the expiration date. the close of each audit period we will compute If notice is mailed, proof of mailing will be sufficient the earned premium for that period and send notice to the first Named Insured. The due date proof of notice. for audit and retrospective premiums is the date SECTION V—DEFINITIONS shown as the due date on the bill. If the sum of 1. "Advertisement" means a notice that is broadcast or the advance and audit premiums paid for the published to the general public or specific market policy period is greater than the earned segments about your goods, products or services premium, we will return the excess to the first for the purpose of attracting customers or Named Insured. supporters. For the purposes of this definition: c. The first Named Insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website 6. Representations that is about your goods, products or senAces By accepting this policy, you agree: for the purposes of attracting customers or supporters is considered an advertisement. Page 16 of 21 @ 2017 The Travelers Indemnity Company.All rights reserved. CG T1 00 02 18 Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy# 6802H186591 COMMERCIAL GENERAL LIABILITY occupational therapist or occupational that is available to any of your "employees" therapy assistant, physical therapist or for "bodily injury" that arises out of providing speech-language pathologist; or or failing to provide "incidental medical (b) First aid or "Good Samaritan services" services" to any person to the extent not by any of your"employees" or"volunteer subject to Paragraph 2.a.(1) of Section II — workers", other than an employed or Who Is An Insured. volunteer doctor. Any such "employees" K. MEDICAL PAYMENTS— INCREASED LIMIT or"volunteer workers" providing or failing The following replaces Paragraph 7. of to provide first aid or "Good Samaritan services" during their work hours for you SECTION III — LIMITS OF INSURANCE: will be deemed to be acting within the 7. Subject to Paragraph 5. above, the Medical scope of their employment by you or Expense Limit is the most we will pay under performing duties related to the conduct Coverage C for all medical expenses of your business. because of "bodily injury" sustained by any 3. The following replaces the last sentence of one person, and will be the higher of: Paragraph 5. of SECTION III — LIMITS OF a. $10,000; or INSURANCE: For the purposes of determining the b. The amount shown in the Declarations of applicable Each Occurrence Limit, all related this Coverage Part for Medical Expense acts or omissions committed in providing or Limit. failing to provide "incidental medical L. AMENDMENT OF EXCESS INSURANCE services", first aid or "Good Samaritan CONDITION — PROFESSIONAL LIABILITY services" to any one person will be deemed to be one "occurrence". The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — 4. The following exclusion is added to COMMERCIAL GENERAL LIABILITY Paragraph 2., Exclusions, of SECTION I — CONDITIONS: COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE This insurance is excess over any of the other LIABILITY: insurance, whether primary, excess, contingent Sale Of Pharmaceuticals or on any other basis, that is Professional Liability or similar coverage, to the extent the "Bodily injury" or "property damage" arising loss is not subject to the professional services out of the violation of a penal statute or exclusion of Coverage A or Coverage B. ordinance relating to the sale of M. BLANKET WAIVER OF SUBROGATION — pharmaceuticals committed by, or with the WHEN REQUIRED BY WRITTEN CONTRACT knowledge or consent of the insured. OR AGREEMENT 5. The following is added to the DEFINITIONS Section: The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, "Incidental medical services" means: of SECTION IV — COMMERCIAL GENERAL a. Medical, surgical, dental, laboratory, x LIABILITY CONDITIONS: ray or nursing service or treatment, If the insured has agreed in a written contract or advice or instruction, or the related agreement to waive that insured's right of furnishing of food or beverages; or recovery against any person or organization, we b. The furnishing or dispensing of drugs or waive our right of recovery against such person medical, dental, or surgical supplies or or organization, but only for payments we make appliances. because of: 6. The following is added to Paragraph 4.b., a. "Bodily injury" or "property damage" that Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY occurs; or CONDITIONS: b. "Personal and advertising injury" caused by This insurance is excess over any valid and an offense that is committed; collectible other insurance, whether primary, subsequent to the signing of that contract or excess, contingent or on any other basis, agreement. CG D3 79 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc.with its permission. Policy Number: BAIS985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY WITH OTHER INSURANCE This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM PROVISIONS 2. The following is added to Paragraph B.S., Other 1. The following is added to Paragraph A.1.c., Who Insurance of SECTION IV — BUSINESS AUTO Is An Insured, of SECTION II — COVERED CONDITIONS: AUTOS LIABILITY COVERAGE: Regardless of the provisions of paragraph a. and This includes any person or organization who you paragraph d. of this part S. Other Insurance, this are required under a written contract or insurance is primary to and non-contributory with agreement between you and that person or applicable other insurance under which an organization, that is signed by you before the additional insured person or organization is the "bodily injury" or "property damage" occurs and first named insured when the written contract or that is in effect during the policy period, to name agreement between you and that person or as an additional insured for Covered Autos organization, that is signed by you before the Liability Coverage, but only for damages to which "bodily injury" or "property damage" occurs and this insurance applies and only to the extent of that is in effect during the policy period, requires that person's or organization's liability for the this insurance to be primary and non-contributory. conduct of another"insured". CA T4 74 02 16 ©2016 The Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office,Inc.with its permission. Policy: BA1S985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following is added to Paragraph c. in A.1., Who between you and that person or organization, that is Is An Insured, of SECTION II — COVERED AUTOS signed by you before the "bodily injury" or "property LIABILITY COVERAGE in the BUSINESS AUTO damage" occurs and that is in effect during the policy COVERAGE FORM and Paragraph e. in A.1., Who Is period, to name as an additional insured for Covered An Insured, of SECTION II — COVERED AUTOS Autos Liability Coverage, but only for damages to LIABILITY COVERAGE in the MOTOR CARRIER which this insurance applies and only to the extent of COVERAGE FORM, whichever Coverage Form is that person's or organization's liability for the conduct part of your policy: of another"insured". This includes any person or organization who you are required under a written contract or agreement CA T4 37 02 16 ©2016 The Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office,Inc.with its permission. Policy# BA1 S985277 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or "loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent CA T3 40 02 15 ©2015 The Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.with its permission. Policy # DPR5047708 2. The specific nature and extent of the injury or damage that has been sustained; and 3. How the INSURED first became aware of such CIRCUMSTANCE(S), then any CLAIM(S) that may subsequently be made against the INSURED arising out of such reported CIRCUMSTANCE(S) shall be deemed to have been made on the date first written notice of the CIRCUMSTANCE(S)was received by the Company.This right conferred upon the INSURED in this Paragraph shall terminate at the end of the POLICY PERIOD and shall not exist during the Automatic Extended Reporting Period or Optional Extended Reporting Period. XI. OTHER CONDITIONS A. Cancellation This Policy may be canceled by the NAMED INSURED by surrender thereof to the Company or any of its authorized agents or by mailing to the Company written notice stating when thereafter the cancellation shall be effective. This Policy may be canceled by the Company by mailing to the NAMED INSURED, at the address stated in Item 1. of the Declarations, written notice stating when, not less than thirty (30) days thereafter(or ten (10)days thereafter for non-payment of premium), such cancellation shall be effective. The mailing of notice as aforesaid shall be sufficient proof of notice. The time of surrender or the effective date and hour of cancellation stated in the notice shall become the end of the POLICY PERIOD. Delivery of such written notice either by the NAMED INSURED or by the Company shall be equivalent to mailing. If this Policy is canceled, earned premium shall be computed in accordance with the Company's guidelines with respect to cancellation. Premium adjustment may be made either at the time cancellation is effected or as soon as practicable after cancellation becomes effective, but payment or tender of unearned premium is not a condition of cancellation. B. Action Against The Company No action may be brought against the Company unless, as a condition precedent thereto, there shall have been full compliance with all of the terms of this Policy, nor until the amount of the INSURED'S obligation to pay shall have been finally determined either by judgment against the INSURED in a contested proceeding after final judgment has been rendered and any appeal decided, or by written agreement of the INSURED, the claimant and the Company. No person or organization shall have any right under this Policy to join the Company as a party to any action against the INSURED to determine the INSURED'S liability, nor shall the INSURED or the INSURED'S legal representative join the Company in such action. Bankruptcy or insolvency of the INSURED or the INSURED'S estate shall not relieve the Company of any of its obligations hereunder. C. Assignment This Policy may not be assigned or transferred without written consent of the Company. D. Subrogation In the event of any payment under this Policy, the Company shall be subrogated to all the INSURED'S rights of recovery therefor against any person or organization, and the INSURED shall execute and deliver instruments and papers and do whatever else is necessary to secure such rights. The INSURED shall do nothing after a CLAIM(S)to prejudice such rights. However, it is agreed that the Company waives its rights of subrogation under this Policy against clients of the INSURED as respects any CLAIM(S) arising from PROFESSIONAL SERVICES, or CONTRACTING SERVICES under the client's contract requiring waiver of subrogation, but only to the extent required by written contract. LDD 050 1116 Page 15 of 16 ©2016 X.L. America, Inc. All Rights Reserved. May not be copied without permission.