HomeMy WebLinkAboutPROACTIVE CONSUILTING GROUP, LLC - 2017City of Santa Ana
Clerk of the Council
l AGREEMENT TERMINATION FORM
Please complete this form in its entirety when the attached agreement and all
amendments (if any) are no longer in effect.
Note: If your agreement is grant related, please ensure that all grant retention requirements
have been satisfied prior to signing the termination form.
Is the agreement(s) a permanent record? Yes No
Return form to the Clerk of the Council Office (M-30).
Call 647-1520 if you have any questions.
OCT 23 M S' 30
The agreement with FF-a At,Ttye (-0`1Sv4V-rW 6 C-Izoa L_t_<--
SANTA ANA
Qf C.0l�NCll
No. N - 2-C� 1-1' 035 was completed on f 1 3 IQJ and final payment has been made.
(List all amendments. Use space below if needed.)
Department: FWA
Phone/Ext.: 3 3111
Signature:
Date: I. o i y Y 11 U'
Revised: 10-18-16
wURANGE ON FILE
VV RK MAY PROCEED
UNTIL INSURANCE EXPIRES
L-LERK OF COUNCIL
PATE, IOWA
CONSULTANT AGREEMENT
CITY OF SAN'TA ANA
N-2017-055
0 .. yV HIS AGREEMENT is made and entered into this 4"' clay of April, 2017 by and between ProActive
Consulting Group,1,LC ("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. The City desires to retain a consultant to assess its diesel emergency generators for complianQe
with rules and regulations promulgated by the South Coast Asir Quality Management District and
the California Air Resources Board.
B. Consultant represents that it is male and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable
in its field and that any services performed by Consultant ender this Agreement will be performcd
its compliance with such standards as may reasonably be expected from a professional consulting
fin in the field.
'NOW THEREFORE, RE, in consideration of the m-utual and respective; promises, and subject to the terms
and conditions hereinafter: set forth, the parties agree as follows:
L SCOPE E F SERVICES
Consultant shall perform these services described in Exhibit A to this .Agreement.
a. City agrees to pay and Consultant agrees to accept as payment for its services the sum of
$3,500. The total sure to be expended cinder this Agreement shall not exceed $5,000, This
amount includes (1) the base fee of $3,500 and (2) a contingency of up to $1,500 for
additional services to be performed by Consultant at the sole discretion of City.
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. Payment need
not be made for work that fails to meet the standards of performance set forth in the Recitals
which may reasonably be expected by City,
3. TERM
This Agreeniont shall commence on the dato stated above and continue through April. 3, 2018,
unless terminated earlier in accordance with Section 14.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire teirn of this Agreement, be construed to be an independent
contractor and not aj:a. employce of the City. This Agreement is not intended nor shall it be construed try
create an employer-w ployce 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 skull 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,
. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any grad all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other docurnertts 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. Docuraaents & 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 prarposes intended by this
Agreement shall be at City's sole risk,
e INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant sh�dl maintain and
shall require its subcontractors, if any, to obtain and maintain insurance as described belowe
a. Commercial General Liability Insurance, Consultant shallmaintain commercial general
liability insurance narraing, the City, its officers, employees, agents, volunteers and
representatives as additional insured(s) and shall include, but not be limited to protection
against claims arising from bodily and personal injury, including death resulting therefrom
and damage to property, resulting fi•orn any act or occurrence arising out of Consultant's
operations in the performance of this Agreement, including, without limitation, acts
involving vehicles. The amounts of insurance shall be not less than the, following: single
limit coverage applying to bodily and personal injury, including death resulting therefrom,
and property damage, in the total amount of $1,000,000 per occurrence, with. $2,000,000
in the aggregate. ,Such insurance shall (a) name the City, its officers, employees, agents,
volunteers and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and (c)
contain standard separation of insureds provisions.
b. business a-atornobile liability insurance, or equivalent form, with a combined single limit
of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, faired and non -owned automobiles.
c. Workers' Compensation Insurance. In accordance with the California Labor Code,
Consultant, if Consultant has any employees, is required to be insured against liability for
workers' coraapensation or to undertake self-insurance. prior to commencing the
performance of the work under this Agreement, Consultant agrees to obtain and maintain
any employer's liability insurance; with limits not less than. $1,000,000 per accident,
d. if Consultant is or employs a licensed professional such as an architect or engineer
Professional liability (errors and omissions) insurance;, with a combined single limit of not
less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Consultant pursuant
to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(H) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
(iii) Certificates and policies shall state that the policies shall not be canceled or
reduced in coverage or changed iii any other material aspect without thirty
(30) days prior written notice to the City,
(iv) Consultant shall supply City with a fully executed additional insured
endorsement,
f If Consultant fails or refuses to produce or maintain the insurance required by this section
or fails or refuses to fumish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to terminate
this Agreement. Stich termination shall. not affect Consultant's tight to be paid for its time
and materials expended prior to notification of termination. Consultant waives the right to
receive compensation and agrees to indem-nify the City -for any work perfon-ned prior to
approval of insurance by the City,
7, INDEMNIFICATION
Consithant agrees to and shal I indemnify, defend, and hold harmless the City, its officers, -agents,
employees, consultants, 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 negligence or willful
-misconduct of the Consultant or its, subcontractors, agents, employees, or other persons acting on their
behalf which relates to the set -vices described in section 1 of this Agreement; and (2) from any claim that
personal injury, darnages, 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 Agreerrient. 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. Consultant's indemnification obligations in this
section shall survive expiration of this Agreeinent. Notwithstanding the foregoing, to the extent
COW-Ultallt'S SerViCeS are subject to Civil Code Suction 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,
Consultant shall keep records and invoices in connection with the work to be perfon-ned under this
Agreement. Consultant shall maintain complete and accurate records with respect to the casts incurred
under this Agreement and any services, expenditures, and disbursements charged to the City for a
minim Lim period of three (3) years, or for any longer period required by law, from the date of final payment
to Consultant udder 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 doeuinents created pursuant to this Agree -nmit 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.
9. C(]NFIDENTIALITY
If Consultant receives frorn the City informatiora which due to the nature of such information is
reasonably understood to be confidential and/or prof6-,tary, 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 eases 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 nneans. Confidential intorniation disclosed to either party by =y subsidiary
mid/or agent of the other party is covered by this Agreement. The foregoing, obligations of rion-use and
nondi sclos Lire shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no firult of the Consultant disclosed in a publicly available source; (e) is in rightful
possession of the Consultant 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 infonnati..on disclosed by
the City.
Oa 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 the performance of services spe-eified under this
Agreement.
Any notice, tender, demand, delivery, or other cornmuni cation pursuant to this Agreement shall be
in. writing and shall be deenied to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
in. this Section, to the following persons. -
TO City: Clerk: of the City Council Executive Director
City of Santa Ana Public Works Agency
U Civic: Center Plaza (M-30) City of Santa Aria
P.O. Box 1988 20 Civic Center Plaza
Santa Ana, CA 92702-1.988 Saaita Aria, CA. 92702
Fax 714- 647-6956
4
To Consultant:
ProActive, Consulting Group, LLC
15235 Springdale Street
Huntington Beach, CA 92649
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, duty registered or certified, with postage prepaid, and addressed as set forth above. If sent by
Fax, cornmuni cation 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,
12. EXCLUSIVITY AND AMENDMEINT
This Agreement represents the complete and exclusive statement between the City -and Consultant
regarding the sub, cct matter therein, 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 njay 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 purcliase 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 patty to this Agreement
acknowledge's that 11.0 represtlitations, inducements, promises or agmements, orally or otherwise, have been.
made by arty party, or anyone acting on behalf of any party, which are not embodied herein,
13e 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 assi&mment, 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 iibility to have any of the services which are the subject to this Agreement performed by City
personnel or by other consultants retained by City,
14, TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of ten-nination.
In such. event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for
all service,,, perfori-red by Consultant prior to receipt of such -notice of terrnination, subject to the following
conditiona:
a. As a condition of such payment, City may require Consultant to deliver to the City all work
product completed as of such date, and in such case such work: product shall be the property
of the City untess prohibited by law, and Consultant consents to the City's use thereof for
such purposes as the City deems appropriate.
b Payjncn.t need not be made for work that fails to rrwet the standard of performance
specified in the Recitals of this Agrw-,menL
15® NONDISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, age, national origin, ancestry, or disability, as de -fined and prohibited by applicable law, in the
recruitment, selection, training, utilization, promotion, termination or other employment related activities
or in connection with any acti vities 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.
I.G. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, perfonnanec, 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.
17. 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
governuientalagencies. Consultant shall notify the City immediately wAd in writing of its inability to obtain
or maiatain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for
termination of this Agreement,
1.81 MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective paxties to each of the terms of this Agreement,
and shall indemnify City fully, including rmsonable costs and attomey's fees, for any
ii1juries or damages to City in the event that such authority or power is not, in fact, held by
the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth
in the body of this Agreement_
INWITNESS WHEREOF, the parties hereto have executed this Agreement, the date and year first above
written.
ATTEST, CITY OF SANTA ANA
taria D, H-uizar Gerardo Mouct
la L) 'ticrk of the Cot ger
, crk of I Acting City Man
-- Signatures continve on next page --
6
SONIA R, CARVALI-10
City Attorney
Byq� 4-.. -
John �1. Funk
Assistant City Attorney
RECOMMENDED FOR A. PROVAU
A96
red pousavi ur, Executive Dircotor
Public Works Agency
c.
Namel �
Title:
7
SCE. MD & CARBCOO Dliance Assessment for
:Five &
One (1) Portable Generators
Proposal. ftn
City of Santa Ana
Public Works Agency
Water Resources Division
200 S. Daisy Avema (M-85)
Swim Ana, A 92708
From
ProAdive Consulting Group, LLC.
1.5235 Springdale Street
Huntington Beacb, CA 92649
March 31, 2017
M35 Springdale Street, Handuglon Beaoh, CA 92649
Tel: ('714) 893-7900 # Fax: (7J4) 89')-M5 + email: infb(�),,proobsxom
A. SCAQMD & CAJIB Compliance Assessment for Six Diesel Emergency Generators at Various
Lift/Pump Stations
Because the City of Santa Ana has oporated. a number of emergency generators at various
locations to support the critical service to the citizens, the Client recogni7es, the necessity to have
an assessment of the generators' compliant status with the ever -changing SCAQNM rules and
regulations for the emergency generators that are located at various reservoir / pump stations.
The Client also operates a diesQ] portable generator which. is subject to the California Air
Resources Boavd Airborne Toxic Control Measure and Portable Equipment Registration Program
requirements, The CARB has various recordkeeping requirements and sunset dates that a
portable generator operator must be aware of.
As per the outcome of a meeting with the Client, ProActive recommends the assessment with the
fbIlowing scope of work,
0 Assesses that the generators have adequate pern-litting coverage;
Verifies the, perwits match up with the equipment nameplates and resolves disr-,ropancles;
(I'lonfirms the gener�tors arQ operating in accordance with the conditions as stipulated on
permits.
Provides analysis to help improve and strearn recordkeeping requirements to det-nonstrate
compliance with the operating permits.
Assesses the portable generator against the current CARB program rQqUIr(;ITjOIIts.
,Specifically, the professional services provided by ProActive include the following:
Advise the Client on the, most current SCAQMD regulatory development and how the
changes may affect the permitting o F the in -use and new generators,
Conduct a physical survey of each generator to rCCOD.Qile discrepancies with the permits.
Review record: and other documents to determine the compliance status with specific
operating, conditions on the permits for stationary generators and GARB registration Oil
the portable generator.
Review present recordkeeping practices and provide recomintmdations for further
improvement or strcamHning, when applicable.
Provide a .;uniniary of findings and reco.inmendat ions. The assessment will be
preparcd by A 8CAQAID Certified Permitting Professional to help ensure quality
and authority of the covered subject matten
Propos,,41 No � P2017.3729
AC"R®P CERTIFICATE OF LIABILITY INSURANCE
ATE (MMIDDNYYY)
P4/4/2017
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER
CONTACT Tina Cowie
NAME:
Cornerstone Specialty Insurance Services, Inc.
PHONE (714)731-7700 � N (714)731-7750
EMAIL tincornerstone
s@conersones specialty. com
ADDRESS: p y
14252 Culver Drive, A299
INSURERS AFFORDING COVERAGE
NAIC #
INSURERANatl Fire Ins. Co. of Hartford
20478
Irvine CA 92604
INSURED
INSURER B American Cas . Co. of Reading PA
20427
INSURERC:Continental CasualtX CoLnpany
20443
PROACTIVE CONSULTING GROUP, LLC
INSURER D
15235 Springdale St.
INSURER E
INSURER F :
Huntington Beach CA 92649
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
I TYPE OF INSURANCE
ADOL
SUBR
POLICY NUMBER
POLICY EFF
MM D❑
POLICY EXP
! DIMY
LIMITS
A
X
COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE � OCCUR
EACH OCCURRENCE
$ 2,000,000
DAMAGE TO RENTED
PREMISES a occurr ce
$ 300 000
X
VIED EXP(Any one person)
$ 10,000
ADDT' L INSURED/PRIMARY
X
2084330890
6/1/2016
6/1/2017
X
BLNKT WVR OF SUBRO
PERSONAL & ADV INJURY
$ 2,000,000
PER FORM #sB-300176-C
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY JPERO LOC
GENERAL AGGREGATE
$ 4,000,000
AS REQUzPMD BY WRITTEN
CONTRACT
PRODUCTS - COMPIOP AGG
$ 4,000,000
$
OTHER:
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT
Ea accident
$ 1,000,000
BODILY INJURY (Per person)
$
A
X
ANY AUTO
ALL OWNED SCHEDULED
AUTOS AUTOS
NON-OWNED
H[REDAUTpS EXAUTOS
2084330890
6/1/2016
6/1/2017
BODILY INJURY (Per accidert)
$
PROPERTY DAMAGE
Per accident
$
$
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$
AGGREGATE
$
EXCESS LIAB
CLAIMS -MADE
DED I RETENTION
$
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY Y/ N
ANY PROPRIETOMPARTNEWEXECUTIVE
OFF[CFRlMEMBEB (Mandatory in NH) EXCLUtlEtl?
If yes, descrihe under
N )p`
Y
4024152345
6/1/2016
6/1/2017
X PER
�RH
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYE
$ 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
DESCRIPTION OF OPERATIONS below
C
PROFESSIONAL 14IABILITY
ZEH288355962
7/28/2016
7/28/2017
EACH CLAIM $1,000,000
Claims Made
ANNUALAGGREGATE $1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
RE: Environmental Compliance Consulting Services
City of Santa Ana, its officers, employees, agents, volunteers and representatives 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.
CERTIFICATE HOLDER CANCELLATION
rrosas@santa-ana.org
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
City of Santa Ana
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Water Resources Division
ACCORDANCE WITH THE POLICY PROVISIONS.
Attn: Rudy Rosas
AUTHORIZED REPRESENTATIVE
220 S. Daisy Avenue (M-85)
Santa Ana, CA
Tina Cowie/AZNIEEG
ACORD 25 (2014101)
I N S025 (2w4n 9 i
OO 1985-2014 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
A74;1P 9y
CNA
INSURED: Proactive Consulting, LLC
POLICY NUMBER: 2084330890
POLICY PERIOD: 6/1/2016 - 611/2017
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED ENDORSEMENT WITH PRODUCTS -
COMPLETED OPERATIONS COVERAGE & BLANKET WAIVER OF
SUBROGATION/AGGREGATE LIMIT (PER PROJECT)
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
The following is added to Section C., - Who is an Insured:
A. The Businessowners Liability Coverage form 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 "bodily injury," "property
damage," or "personal and advertising injury."
B. The insurance provided to the additional insured is
limited as follows:
That person or organization is an additional
insured solely for liability due to your negligence
specifically resulting from "your work" for the
additional insured which is the subject of the
written contract or written agreement. No
coverage applies to liability resulting from the
sole negligence of the additional insured.
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. D.
These limits of Insurance are inclusive of, and
not in addition to, the Limits of Insurance shown
in the Declarations.
3. The coverage provided to the additional insured
within this endorsement and section titled
Liability and Medical Expenses Definitions —
"Insured Contract" (Section F., item 9.), within
the Businessowners Liability Coverage Form,
does not apply to "bodily injury" or "property
damage" arising out of the "products -completed
operations hazard" unless required by the
written contract or written agreement.
4. 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:
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.
5. This insurance does not apply to "bodily injury,"
"property damage," or "personal and advertising
injury' arising out of:
a. The construction or demolition work while
you are acting as a construction or
demolition contractor. This exclusion does
not apply to work done for or by you at your
premises.
Other Insurance (Section H.2, and 1-11.3.) of the
Businessowners Common Policy Conditions are
deleted and replaced with the following:
2. This insurance is excess over any other
insurance naming the additional insured as an
insured whether primary, excess, contingent or
on any other basis unless a written contract or
written agreement specifically requires that this
insurance be either primary or primary and
noncontributing to the additional insured's own
coverage. This insurance is excess over any
other insurance to which the additional insured
has been added as an additional insured by
endorsement.
SB-300176-B Includes copyrighted material of the Insurance Services Office, Inc., with its permission. Page 1 of 2
(Ed. 01108) Copyright, Insurance Services Office, Inc.
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CNAdamage" included in the "products -completed
3. When this insurance is excess, we will have no
operations hazard," and for medical expenses
duty under Coverages A or B to defend the
payable under Coverage A.2. regardless of the
additional insured against any "suit" if any other
number of:
insurer has a duty to defend the additional
a. Insureds;
insured against that "suit" if no other insurer
defends, we will undertake to do so, but we will
b. Claims made or "suits" brought; or
be entitled to the additional insured's rights
c. Persons or organizations making claims or
against all those other insurers.
bringing "suits."
When this insurance is excess over other
3. Any payments made under Coverage A.1. for
insurance, we will pay only our share of the
damages or under Coverage A.2. for medical
amount of the loss, if any, that exceeds the sum
expenses shall reduce the Construction Project
of:
General Aggregate limit for the applicable
(a) The total amount that all such other
construction project. Such payments shall not
insurance would pay for the loss in the
reduce the General Aggregate limit shown in the
absence of this insurance; and
Declarations nor shall they reduce any
Construction Project General Aggregate limit
(b) The total of all deductible and self -insured
applicable to other construction projects,
amounts under all that other insurance.
4. The limits shown in the Declarations for Liability
We will share the remaining loss, if any, with any
and Medical Expenses, Damage to Premises
other insurance that is not described in this
Rented to You, and Medical Expenses continue
Excess Insurance provision and was not bought
to apply. However, instead of being subject to
specifically to apply in excess of the Limits of
the General Aggregate limit shown in the
Insurance shown in the Declarations of this
Declarations, such limits will be subject to the
Coverage Part.
applicable Construction Project General
E. Transfer of Rights of Recovery Against Others
Aggregate limit.
To Us (Section K.2.) of the Businessowners
B. For all sums which the insured becomes legally
Common Policy Conditions is deleted and
obligated to pay as damages caused by
replaced with the following:
"occurrences," and for all medical expenses caused
2. We waive any right of recovery we may have
by accidents, which cannot be attributed only to
against any person or organization against
ongoing operations at a single construction project:
whom you have agreed to waive such right of
1. Any payments made under Coverage A.1. for
recovery in a written contract or agreement
damages or under Coverage A.2. for medical
because of payments we make for injury or
expenses shall reduce the amount available
damage arising out of your ongoing operations
under the General Aggregate limit or the
or "your work" done under a contract with that
Products/Completed Operations Aggregate limit,
person or organization and included within the
whichever is applicable; and
"products -completed operations hazard."
2, Such payments shall not reduce any
9. Amendment- Aggregate Limits of Insurance (Per
Construction Project General Aggregate limit.
Project)
C. When coverage for liability arising out of the
A. For all sums which the insured becomes legally
"products -completed operations hazard" is provided,
obligated to pay as damages caused by
any payments for damages because of "bodily
"occurrences" under Coverage A.1., and for all
injury" or "property damage" included in the
medical expenses caused by accidents under
"products -completed operations hazard" will reduce
Coverage A.2., which can be attributed only to
the Prod uctslCompleted Operations Aggregate limit,
ongoing operations at a single construction project:
and not reduce the General Aggregate limit nor any
1. A separate Construction Project General
Construction Project General Aggregate limit,
Aggregate limit applies to each construction
D. If a construction project has been abandoned,
project. The Construction Project General
delayed, or abandoned and then restarted, or if the
Aggregate limit is equal to the amount of the
authorized contracting parties deviate from plans,
General Aggregate limit shown in the
blueprints, designs, specifications or timetables, the
Declarations.
project will still be deemed to be the same
2. The Construction Project General Aggregate
construction project.
limit is the most we will pay for the sum of all
E. The provisions of the Limits Of Insurance section
damages payable under Coverage A.1., except
not otherwise modified by this endorsement shall
damages because of "bodily injury" or "property
continue to apply as stipulated.
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(Ed. 01108) Copyright, Insurance Services Office, Inc.
ENSURED: Proactive Consulting Group, LLC
CMA
POLICY NUMBER: 4024152345
EXPIRATION DATE: 6/1/2017
WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY INSURANCE POLICY
BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS
This endorsement changes the policy to which it is attached.
It is agreed that Part One — Workers' Compensation Insurance G. Recovery From Others
and Part Two — Employers' Liability Insurance H. Recovery From Others are amended by
adding the following:
We will not enforce our right to recover against persons or organizations. (This agreement
applies only to the extent that you perform work under a written contract that requires you to
obtain this agreement from us.)
Premium Charge - 5% of the total standard premium for California exposure.