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HomeMy WebLinkAboutCHAZEY PARTNERS, INCINSURANCE ON FILE VVORK MAY PROCEED A-2020-016 UNTIL INSURANCE EXPIRES b(o/ZI /L07 Q CLERK OF COUNCIL 0 ' ?Lv( , t AAVv AYPl pR, TES Af FIST AMENDMENT TO AGREEMENT WITH CHAZEY PARTNERS, INC. FOR BUSINESS PROCESS ASSESSMENT AND IMPLEMENTATION PLAN THIS FIRST AMENDMENT to the above -referenced agreement is entered into on February 4, 2020, by and between Chazey Partners, Inc. ("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 a California ("City"). ry RECITALS w o A. The parties entered into Agreement No. A-2018-028, dated February 20, 2018, by which Consultant agreed to prepare a Business Process Assessment and Implementation Plan for the City's Public Works Agency ("Agreement"). The Agreement expires on February 19, 2020, and is currently in effect. B. The parties wish to amend the Agreement to expand the scope of services, and increase the maximum expenditure under the Agreement to compensate for said additional services. The Parties therefore agree: Section 1, Scope of Services, is amended to include the evaluation of business practices and related services for the Building Maintenance, Fleet Services, Central Stores, and City Yard divisions, as identified in Exhibit A-1 to this First Amendment. 2. Section 2.a., Compensation, is amended as follows: • Increase the total sum to be expended under the Agreement by $91,735, as detailed in Exhibit B-1 to this First Amendment. • Implement a 10% retention from any future invoice payments, to be paid within forty-five (45) days of acceptance of final deliverables. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect. [Signature page to follow] #23339v2 IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement on the date and year first written above. ATTEST DAISY GOMEZ a Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney 1ng OY M. FUNK Assistant City Attorney RECOMMENDED FOR APPROVAL -�J3%t 4 1- NABIL SABA, PE Interim Executive Director Public Works Agency CITY OF SANTA ANA �� KRISTINE RIDGE City Manager CONSULTANT Name: Phil Searle Title: CEO, Chazey Partners #23339v2 EXHIBIT A-1 to First Amendment EXTENSION OF SUPPORT FOR AGREEMENT A-2018-028 Prepared for City of Santa Ana Public Works Agency I May 2019 Phase 2 Extension I City of Santa Ana Public Works Agency 1 PROPOSAL FOR EXTENSION 1.1 BACKGROUND In February 2018, The City of Ana Public Works Agency (PWA) engaged Chazey Partners to evaluate its financial and administrative business practices, recommend operational changes and support the implementation and operationalization of the future state operating model and processes for all Agency functions and operations, as well as the following business processes: cash; asset management; budget; procurement; billing; and timesheets. The scope of work/methodology was separated into 2 phases of work. Phase 1 was focused on the evaluation of the Agency's business practices and identifying and documenting the future state procedures and software requirements and completed on August 23, 2018. The key deliverables of this phase included: • Documentation of business processes, including As -Is processes and workarounds, and To -Be process flows In swim lane format to the desktop procedure level • Future State Recommendations with optimized, streamlined and standardized processes, including changes to current roles and responsibilities, evaluation/recommendations on policies and procedures, and recommendations for a leading practice financial, performance and compliance reporting framework • Compliance with OMB Uniform Guidance, including plans for training and maintenance • Technology assessment and specifications for any new recommended software to support the streamlining of processes and facilitate data collection, reporting and budgeting • If found necessary, the development of an RFP for the system selection and assistance in selecting the new system • Development of new operating model and organizational structure to deliver optimal future state, achieving operational and staffing improvements while incorporating technology solution(s) and enablers Phase 2 began in early September 2018. It's focus is on the implementation and operationalization of the new operating model, including processes and procedures as well as recommended / approved technology improvements. The key deliverables forthis phase are: Build of end -to -end future state processes and procedures to effectively align with technology improvements, including hand-offs and exception documentation and testing Implementation of OMB Uniform guidance training and maintenance plans together with the new procedures and processes, ensuring these are operationalized and working compliantly Operationalization of future state, including comprehensive implementation plans with a detailed deployment approach to support training, the rollout of technology and processes, go -live, stabilization and optimization 1.2 ADDITIONAL SUPPORT With the recent realignment of Fleet, Building Maintenance and Stores under the PWA, both the team and the administrative responsibilities have expanded. The inclusion of this work exceeded the ability to complete all Phase 2 activities within the currently approved budget. In addition, Chazey has identified up to 24 opportunities for process improvement that can be delivered as a proof of concept to PWA with training and support for implementation by PWA. Chazey Partners Exhibit B-I to First Amendment INVOICE Invoice No: 10737 Invoice Date: March t, 2018 Agreement No: A-2018-028 FAO: Margaret Mercer Invoice To: City of Santa Ana Executive Director Public Works Agency 20 Civic Center Plaza Santa Ana, CA 92701 Billing for project fees for City of Santa Ana: Chazey Partners Inc. 52 Chestnut Avenue Los Gatos, CA 95030 Nov-18 Dec-18 Jan-19 TOTAL Phil Searle Engagement Partner 0.31 0.69 100 Craig Ackerman Sr. Project Manager 2.66 2.00 4.66 Robert Towle Subject Matter Expert _ Robert Jones BPI Manager 11.80 12.31 24.11 Ronan Decry RPA Developer - 2.50 6.78 9,28 Janey Jux BPI Manager - _ - _ Kim Bernal BPI Manager - 7.00 11.50 18.50 Robert Salawa-Adam BPI Analyst - - - _ Lindsey LaGesse BPI Analyst - 1.75 3.88 5.63 Jen Rudnicki BPI Analyst - 6.78 6.78 Total Days 23.52 _ 37.16 69.96 Fees at Rates per Consultant - 31,943 47,149 79,092 Expenses 12480 41910 6,253 12,643 Total Invoice (US$) 1,480 36,853 53,402 91,735 Terms: Due Within 30 Days Please Please send a check to Chazey Partners Inc, at 52 Chestnut Avenue, Los Gatos, CA 95030 or wire the money in US$ direct to: Beneficiary: Chazey Partners Inc. Bank Name: First Republic Bank Bank Address: 275 Los Gatos Saratoga Road, Los Gatos, CA 95030 Wire Routing Number: 321081669 ACH Routing Number: 321081669 SWIFT Address: FRBBUS6S Account Number: 80000595265 Chaney Partners Inc. Company Registered Number: 3100351 52 Chestnut Avenue, Los Gatos, CA 95030 CHAZPAR-01 ( �a ® CERTIFICATE OF LIABILITY INSURANCE I DA3/1112020YY) 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 policyges) 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 riahts to the certificate holder in lieu of such endorsement(s). PRODUCER wcenae B erot r in HUB International Insurance Services Inc. 16030 Ventura Blvd., Suite 500 Enclno, CA 91436 INSURED Chazey Partners, Inc. 62 Chestnut Avenue Los Gatos, CA 95030 of Amerle COVERAGES CERTIFICATE NUMBER: RECISION 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. NOTWII"HSTANDING 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. IN$R_--�AptlL 5U6R __._.. _..__—__.___ PO�ICY EFF O--- .._....._—LIMITS _ _TYPE OF INSURANCE D POLICY NUMBER IMP A X COMMERCIAL GENERAL DABIUTY EACH OCCURRENCE $ 1,000,000 .. CLAIMS�MADC {X'{OCCUR X 680087017d1 8f21/2010 6I211202q °Ah"A emRENrcO 3RLMI.Es�€a4cr_uualacel _mm.. 3Dt1006 "MED, F�(P An one ..__..___ F UNAL& nuV INJURY a 000,000 GENT AGGRF(GATE URMptT. APPLIES PER: tIc IZ;+ENERAL_AGGfiE6A1F .. -1 X� POLICY i._..� JECT I,,,... _� LOC PRODI.T3_ COJOP AGG_ 2 DOq,OOg --__..__...._Included Or 1Frgr, HIRED NONOWNDE AU TOMOBILRLIABILITY COMDINED SINGLE LIMIT ANY AUTO Y INJURY�Pce,P_esw $ _ ou LED AOU7�$ONLY AUTOSS YINJURY(Par xo*k,i NN W Ep ONLYAN 7V('ONNLV H idYANIAGE 1-qgqlam� UMaREi.LA LIAROCCUR t O.,, ($ EX ESSUAD DED RETENTION$ AGGREGATE _ WORKERS COMPENSATION ER p7H 1AL1ffE__--" I AND EMPWYERSLYBILITY YIN ANY PROPRI6TORIPARTNER/PXECUTIVE E ACQNENT - -'-- OOFFFIDERR//NIFMe�� EXCLUDEP`l I v N1A UFACH - .__ - --- {MantlataylnNH} EL DISEASE-EA-SA§PLOYE $ DESCRPnOewrdar DESCRIPTION OP OPEftATiQNS beimx E.L. DISEASE -POCKY LIMIT$ DESCRIPTION OF OPERATIONS 7 LOCATIONS IVEHICLES(ACORO 101, Adrl4tlw14 RemarksSched.i% ewy ba eaachad if more space F "'N'adrJ Additional Insured applies The City of Santa Ana, it's officers, employees, agents, and representative tpor General Liability policy per attached form #CG D1 86 1103. Primary and non-contributory wording applies per attached form NCG DO 37 04 05, 30 day notice of cancallationl10 days for non-payment of premium. 'REVISED CERTIFICATE` Thts Certificate voids and supersedes Certificate issued on 03102i20. ERTIFICATE HOLDER [V1�W t"" �yVY DIVIStvI� CANC LLA IQk — -sF OULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCFLLCD BPI -ORE Cif of Banks Ana L.1f Y Risk Management Division !" THC EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza, 4th Floor — - -- -- AUTHORIZED REPRESENTATIVE i2G`, Zal lv— Santa Ana, CA 92701 ACORD 25 (2010103) m ©19$8.2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY. This endorsement modifies Insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the PRO- VISIONS of this endorsement carefully to determine rights, duties, and what is and is not covered. A. Broadened Named Insured B. Damage To Premises Rented To You Extension 6 Perlis of fire, explosion, lightning, smoke, water Limit increased to $300,000 0. Blanket Waiver of Subrogation D. Blanket Additional insured— Managers or Lessors of Premises E. Blanket Additional Insured — Lessor of leased Equipment F, Incidental Medical Malpractice G. PersonalInjury —AssumedbyContract tl, Extension of Coverage — Bodily Injury PROVISIONS A. BROADENED NAMED INSURED 1. The Named Insured in Item 1. of the Declara- tions is as follows: The person or organization named in Item 1, of the Declarations and any organization, other than a partnership or joint venture, over which you maintain ownership or majority in- terest on the effective date of the policy. However, coverage for any such organization will cease as of the date during the policy pe- riod that you no longer maintain ownership of, or majority Interest in, such organization. 2. WHO IS AN INSURED (Section 11) Item 4.a. is deleted and replaced by the following: a. Coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the and of the polity period, whichever Is earlier, unless reported in writing to us within 180 days. 3. This Provision A. does not apply to any per- son or organization for which coverage is ex- cluded by endorsement. L Injury to Co -Employees and Co -Volunteer Workers J. Aircraft Chartered with Crew If, Non -Owned Watercraft — Increased from 25 feet to 50 feet L. Increased Supplementary Payments • Cost for ball bonds increased to $2,5Q0 • Loss of earnings increased to $500 per day M. Knowledge and Notice of Occurrence or Offense N. Unintentional Omission 0. Reasonable Force — Bodily Injury or Property Damage B. DAMAGE TO PREMISES RENTED TO YOU EXTENSION 1. The last paragraph of COVERAGE A, BOD- ILY INJURY AND PROPERTY DAMAGE LI- ABILITY (Section I — Coverages) Is deleted and replaced by the following: Exclusions c. through n. do not apply to dam- age to premises while rented to you, or tem- porarily occupied by you with permission of the owner, oaused by: a. Fire; b. Explosion; c. Lightning: d. Smoke resulting from such fire, explosion, or lightning; or e. Water. A separate limit of insurance applies to this coverage as described in LIMITS OF INSUR- ANCE (Section ill). 2. This insurance does not apply to damage to premises while rented to you, or temporarily CC D1 85 11 03 Copyright, The Travelers Indemnity Company, 2003 Page 1 of 5 AZI COMMERCIAL GENERAL LIABILITY occupied by you with permission of the owner, caused by: a. Rupture, bursting, or operation of pres- sure relief devices; b. Rupture or bursting due to expansion or swelling of the contents of any building or structure, caused by or resulting from wa- ter; c, Explosion of steam boilers, steam pipes, steam engines, or steam turbines. 3. Part 6. of LIMITS OF INSURANCE (Section III) is deleted and replaced by the following: Subject to 5. above, the Damage To Prem- ises Rented To You Limit Is the most we will pay under COVERAGE A. for damages be- cause of "property damage" to any one prem- ises while rented to you, or temporarily occu- pied by you with permission of the owner, caused by fire, explosion, lightning, smoke resulting from such fire, explosion, or light- ning, or water. The Damage To Premises Rented To You Limit will apply to all damage proximately caused by the same "occur- rence", whether such damage results from fire, explosion, lightning, smoke resulting from such fire, explosion, or lightning, or water, or any combination of any of these. The Damage To Premises Rented To You Limit will be the higher of: a. $300,000; or b. The amount shown on the Declarations for Damage To Premises Rented To You Limit. 4, Under DEFINITIONS (Section V), Paragraph a. of the definition of "insured contract' is amended so that It does not include that por- tion of the contract for a lease of premises that indemnifies any person or organization for damage to promises while rented to you, or temporarily occupied by you with permis- sion of the owner, caused by: a. Fire; b. Explosion; c. Lightning; d. Smoke resulting from such fire, explosion, or lightning; or COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY (Section (— Coverages) is excluded by endorsement. C. BLANKET WAIVER OFSUBROGATION We waive any right of recovery we may have against any person or organization because of payments we make for injury or damage arising out of premises owned or occupied by or rented or loaned to you; ongoing operations performed by you or on your behalf, done under a contract with that person or organization; 'your work; or "your products". We waive this right where you have agreed to do so as part of a written contract, executed by you prior to loss. D. BLANKET ADDITIONAL INSURED — MANAG• ERS OR LESSORS OF PREMISES WHO IS AN INSURED (Section 11) is amended to include as an insured any person or organization (referred to below as "additional Insured") with whom you have agreed in a written contract, exe- cuted prior to loss, to name as an additional in- sured, but only with respect to liability arising out of the ownership, maintenance or use of that part of any premises leased to you, subject to the fol- lowing provisions: 1. Limits of Insurance. The limits of insurance afforded to the additional insured shall be the limits which you agreed to provide, or the lim- its shown on the Declarations, whichever is less. 2. The insurance afforded to the additional in- sured does not apply to: a. Any 'occurrence" that takes place after You cease to be a tenant in that premises; b. Any premises for which coverage is ex- cluded by endorsement; or c. Structural alterations, new constriction or demolition operations performed by or on behalf of such additional insured. 3. The insurance afforded to the additional in- sured is excess over any valid and collectible insurance available to such additional in. sured, unless you have agreed in a written contract for this insurance to apply on a pri- mary or contributory basis. E. BLANKET ADDITIONAL INSURED — LESSOR OF LEASED EQUIPMENT e. Water. WHO IS AN INSURED (Section II) is amended to 5. This Provision B. does not apply if coverage include as an insured any person or organization for Damage To Premises Rented To You of (referred to below as "additional insured") with Page 2 of 5 Copyright, The Travelers Indemnity Company, 2003 CG D1 86 1103 whom you have agreed in a written contract, exe- cuted prior to loss, to name as an additional in- sured, but only with respect to their liability arising out of the maintenance, operation or use by you of equipment leased to you by such additional in- sured, subject to the following provisions: 1. Limits of Insurance. The limits of insurance afforded to the additional insured shall be the limits which you agreed to provide, or the lim- its shown on the Declarations, whichever is less, 2. The insurance afforded to the additional In- sured does not apply to: a. Any "occurrence" that takes place after the equipment lease expires; or b. "Bodily injury" or "property damage" aris- ng out of the sole negligence of such ad- ditional Insured. A 4. 3. The insurance afforded to the additional in- sured Is excess over any valid and collectible Insurance available to such additional in- sured, unless you have agreed in a written 6 contract for this insurance to apply on a pri- mary or contributory basis. F. INCIDENTAL MEDICAL MALPRACTICE 1, The definition of "bodily injury" in DEFINI- TIONS (Section V) is amended to include "In- cidental Medical Malpractice Injury". 2. The following definition is added to DEFINI- TIONS (Section V): "Incidental medical malpractice injury" means bodily injury, mental anguish, sickness or dis- ease sustained by a person, including death resulting from any of these at any time, aris- ing out of the rendering of, or failure to ren- der, the following services: a. Medical, surgical, dental, laboratory, x-ray or nursing service or treatment, advice or instruction, or the related furnishing or food or beverages; b. The furnishing or dispensing of drugs or medical, dental, or surgical supplies or appliances; or c. First aid. 6. COMMERCIAL GENERAL LIABILITY for which no remuneration is demanded or received, Paragraph 2,a.(1)(d) of WHO IS AN IN- SURED (Section II) does not apply to any registered nurse, licensed practical nurse, emergency medical technician or paramedic employed by you, but only while performing the services described in paragraph 2. above and while acting within the scope of their em- ployment by you. Any "employees" rendering "Good Samaritan services" will be deemed to be acting within the scope of their employ- ment by you. The following exclusion is added to paragraph 2. Exclusions of COVERAGE A. — BODILY INJURY AND PROPERTY DAMAGE LIABIL- ITY (Section I — Coverages): (This Insurance does not apply to:) Liability arising out of the willful violation of a penal statute or ordinance relating to the sale of pharmaceuticals by or with the knowledge or consent of the insured. For the purposes of determining the applica- ble limits of insurance, any act or omission, together with all related acts or omissions in the furnishing of the services described in paragraph 2. above to any one person, will be considered one "occurrence". This Provision F. does not apply if you are in the business or occupation of providing any of the services described in paragraph 2. above. The insurance provided by this Provision F, shall be excess over any other valid and col- lectible insurance available to the insured, whether primary, excess, contingent or on any other basis, except for insurance pur- chased specifically by you to be excess of this policy. G. PERSONAL INJURY — ASSUMED BY CON- TRACT 1. The Contractual Liability Exclusion in Part 2., Exclusions of COVERAGE B. PER- SONAL AND ADVERTISING INJURY LIABIL- ITY (Section i — Coverages) is deleted and replaced by the following: d. "Good Samaritan services". used in this Provision F., "Good Samaritan Contractual Liability insurance does not apply to:) ritan ser- y vices" are those medical services ren- "Advertising injury" for which the insured has dered or provided in an emergency and assumed liability In a contract or agreement. This exclusion does not apply to liability for CG D1 86 1103 Copyright, The Travelers Indemnity Company, 2003 Page 3 of 5 COMMERCIAL GENERAL LIABILITY damages that the insured would have in the absence of the contract of agreement. 2. Subparagraph f. of the definition of "insured contract" (DEFINITIONS — Section V) is de- leted and replaced by the following: f. That part of any other contract or agree- ment pertaining to your business (includ- ing an indemnification of a municipality in connection with work performed for a municipality) under which you assume the tort liability of another party to pay for "bodily injury," "property damage" or "per- sonal injury" to a third party or organiza- tion. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. 3. This Provision G. does not apply if COVER- AGE B. PERSONAL AND ADVERTISING IN- JURY LIABILITY is excluded by endorse- ment. H. EXTENSION OF COVERAGE — BODILY IN- JURY The definition of "bodily injury" (DEFINITIONS — Section V) is deleted and replaced by the follow- ing: "Bodily injury" means bodily injury, mental an- guish, mental injury, shock, fright, disability, hu- miliation, sickness or disease sustained by a per- son, Including death resulting from any of these at any time. I. INJURY TO CO -EMPLOYEES AND CO - VOLUNTEER WORKERS 1. Your "employees" are insureds with respect to "bodily injury" to a co -"employee" in the course of the co -"employee's" employment by you, or to your "volunteer workers" while per- forming duties related to the conduct of your business, provided that this coverage for your "employees" does not apply to acts outside the scope of their employment by you or while performing duties unrelated to the conduct of your business. 2. Your "volunteer workers" are insureds with respect to "bodily injury" to a co -"volunteer worker" while performing duties related to the conduct of your business, or to your "employ- ees" in the course of the "employee's" em- ployment by you, provided that this coverage for your "volunteer workers" does not apply while performing duties unrelated to the con- duct of your business. 3. Subparagraphs 2.a.(1)(a), (b) and (c) and 1a. of WHO IS AN INSURED (Section II) do not apply to "bodily injury" for which insurance Is provided by paragraph 1. or 2. above. J. AIRCRAFT CHARTERED WITH CREW 1. The following is added to the exceptions con- tained in the Aircraft, Auto Or Watercraft Exclusion In Part 2., Exclusions of COVER- AGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY (Section I -- Coverages): (This exclusion does not apply to:) Aircraft chartered with crew to any insured, 2. This Provision J. does not apply if the char- tered aircraft is owned by any insured. 3. The insurance provided by this Provision J. shall be excess over any other valid and col- lectible insurance available to the Insured, whether primary, excess, contingent or on any other basis, except for insurance pur- chased specifically by you to be excess of this policy. K. NON -OWNED WATERCRAFT 1. The exception contained in Subparagraph (2) of the Aircraft, Auto Or Watercraft Exclu- sion in Part 2., Exclusions of COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY (Section I — Coverages) is deleted and replaced by the following: (2) A watercraft you do not own that is: (a) Fifty feet long or less; and (b) Not being used to carry persons or properly for a charge; 2. This Provision K. applies to any person who, with your expressed or implied consent, either uses or is responsible for the use of a water- craft. 3, The Insurance provided by this Provision K. shall be excess over any other valid and col- lectible insurance available to the insured, whether primary, excess, contingent or on any other basis, except for insurance pur- chased specifically by you to be excess of this policy. L. INCREASED SUPPLEMENTARY PAYMENTS Parts b. and d. of SUPPLEMENTARY PAY- MENTS — COVERAGES A AND B (Section I — Coverages) are amended as follows: 1. In Part b. the amount we will pay for the cost of bail bonds is increased to $2500, Page 4 of 5 Copyright, The Travelers Indemnity Company, 2003 CG D1 6611 03 &Av 2. In Part d. the amount we will pay for loss of earnings is increased to $500 a day. M. KNOWLEDGE AND NOTICE OF OCCUR. RENCE OR OFFENSE 1. The following is added to COMMERCIAL GENERAL LIABILITY CONDITIONS (Section IV), paragraph 2, (Duties In The Event of Oc- currence, Offense, Claim or Suit): Notice of an "occurrence" or of an offense which may result in a claim under this Insur- ance shall be given as soon as practicable af- ter knowledge of the "occurrence" or offense has been reported to any insured listed under Paragraph 1. of Section II — Who Is An In- sured or an "employee" (such as an insur- ance, loss control or risk manager or adminis- trator) designated by you to give such notice. Knowledge by other "employee(s)" of an "oc- currence" or of an offense does not imply that you also have such knowledge. 2. Notice shall be deemed prompt if given in good faith as soon as practicable to your workers' compensation insurer. This applies only if you subsequently give notice to us as soon as practicable after any insured listed under Paragraph 1. of Section II — Who Is An Insured or an "employee" (such as an insur- ance, loss control or risk manager or adminis- trator) designated by you to give such notice discovers that the "occurrence", offense or claim may involve this policy. 3. However, this Provision M. does not apply as respects the specific number of days within COMMERCIAL GENERAL LIABILITY which you are required to notify us in writing of the abrupt commencement of a discharge, release or escape of "pollutants" which causes "bodily Injury" or "property damage" which may otherwise be covered under this policy. N. UNINTENTIONAL OMISSION The following Is added to COMMERCIAL GEN- ERAL LIABILITY CONDITIONS (Section IV), paragraph 6. (Representations): The unintentional omission of, or unintentional error in, any information provided by you shall not prejudice your rights under this insurance, How- ever, this Provision N. does not affect our right to collect additional premium or to exercise our right of cancellation or nonrenewal In accordance with applicable state insurance laws, codes or regula- tions. 0. REASONABLE FORCE — BODILY INJURY OR PROPERTY DAMAGE The Expected Or Intended Injury Exclusion in Part 2., Exclusions of COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY (Section I — Coverages) is deleted and replaced by the following: (This insurance does not apply to:) Expected or Intended Injury or Damage "Bodily injury" or "property damage" expected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of rea- sonable force to protect persons or property. CG D1 86 1103 Copyright, The Travelers Indemnity Company, 2003 This endorsement endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PROVISIONS COMMERCIAL GENERAL LIABILITY CONDITIONS (Section IV), Paragraph 4. (Other Insurance), Is amended as follows: 1. The following is added to Paragraph a. Primary Insurance: However, If you specifically agree In a written con- tract or written agreement that the insurance pro- vided to an additional Insured under this Coverage Part must apply on a primary basis, or a primary and non-contributory basis, this insur- ance is primary to other Insurance that is avail- able to such additional Insured which covers such additional insured as a named insured, and we will not share with that other insurance, provided that: a. The "bodily injury" or "property damage" for which coverage Is sought occurs; and. COMMERCIAL GENERAL LIABILITY b. The "personal injury" or "advertising injury" for which coverage is sought arises out of an of- fense committed subsaquenl to the signing and execution of that contract or agreement by you. 2. The first Subparagraph (2) of Paragraph It. Ex- cess Insurance regarding any other primary in- surance available to you is deleted. 3. The following Is added to Paragraph b, Excess Insurance, as an additional subparagraph under Subparagraph (1): That is available to the insured when the insured is added as an additional Insured under any other policy, including any umbrella or excess policy. CG D0 37 04 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights reserved. Page 1 of 1 �lti ( PChazey Partners March 11, 2020 City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92701 To whom it may concern, www.ChazeyPartners.com Chazey Partners Inc. does not have an Automotive Liability in place as the company does not own any vehicles. Rented vehicles used on company work is covered under Commercial General Liability policy. This has been reflected on the Certificate of Liability Insurance stating wRso NONowNED coverage included. Please let me know if you have any questions. Sincerely, Phil Searle CEO Chazey Partners phitse,irle@chazeypartners.com REVIEWED & APPROVED By Risk MANArLMENT DivisloN MR 1 - 900 E. Hamilton Avenue, Suite 1.00, Campbell, CA 95008, United States Email: s n Xhazevpartners cgir ('Pel: +1 855 692 6229 �L� " CERTIFICATE OF LIABILITY INSURANCE I DAT 08/22/19YW1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON Tt1E CERTIFICATE HOLDER. TWIS 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 INSURE6 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 HOU of such endorsements). PRODUCER CONTACT Aon Risk Services, level Florida NAME: AOn Rlsk Services, IOC of Florida. loci Brickat flay Drive, Sulle#1100 Miami, FL 33131-4937 C, No, ExQ: B00-743-813D C, No): 800-522-7514 N INSURED ADP ToISISource 1, Inc. -'-"-' INSURER B: 10200 Sunset Drive Miami, FL 33173 INSURER C ---••••-- INSURER D LICIF C a¢ey Partners utAve Inc. Ave, INSURER E ; Lee Gatos, Lee Gatos, CA 55030 INSURER F ; COVERAGES CERTIFICATP All IMexren. nennceo .............. .......,__ .. _ - ..-...............�... 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 OPSUCH POLICIES. LIMITS SHOWN MAYHAVEBEEN REDUCED BYPAID CLAIMS. LIMITS SHOWN AREAS REQUESTED, INS LTR TYPE OF INSURANCE ADDL IN5R SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS WVD _ M/ MMiDDYY MM,(DDIYYYY COMMERCIAL GENERAL LIABILITY EACHOCCURRENCE $ CLAIMS -MADE 0 OCCUR AWIAGETOReNSo ppEMI5E3 (Ee occurtenwl _ S Y�— MEDE%PfAn one arson S_ PERSONAL & ADV INJURY S GEHL AGGREGATE LIMIT APPLIES PER: ❑PROJEC70LbC GENERAL AGGREGATE S PRODUCTS-COMPIOPAGG S POLICY OTHER S AUTOMOBILE LIABILITY Be accident g BODILYINJURY(Per person) g ANYAUTO OWNED SCHEDULED BODILYI�Peraccident — 3 AUTOS ONLY AUTOS HIRCD NON -OW NEO AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE ace dent g UMBRELLA LIAR OCCUR EACH OCCURRENCE S EXCESS LIAD CIAIMS-MAOG AGGREGATE g DEC I I RETENTION$ WORKERS COMPENSATION X PER AND EMPLOYERS' LIABILITY YIN ERrI A ANYPERMEEMBER EXCLUDED? EXOLUOE01 ❑ IN WC 080392090 CA 8/1/2019 7/1/2020 E.L EACH ACCIDENT _ S 2,000,000 MandeR/MEMBH) (Mandatory In NH) nya9,doccdea,,,mar E.L. DISEASE,EAEMPLOYEE - S 2,000,000 EL DISEASEPOLICYLIMIT S 2,000,000 DESCRIPTION OF OPERATIONS below �d Mw DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) NI worked. employees working for CIWEY PARTNERS INC., paid under ADP TOTALSOURCE. INC's payroll. are nevered under the above staled policy. REVIEWED & APPROVED Yp,�,�FMRNT biViSiON `-- -- - ----- City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4lh Floor Santa Ana, CA 02701 - SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. {1a/tAAA det"ide3, gran of4"lotdcla ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD