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HomeMy WebLinkAboutIDS GROUP�p`b® A-2020-230-01 AGREEMENT TO PROVIDE ON -CALL SPACE PLANNING AND a �Wi�l��LcnchW 2�wLowvcto,. ARCHITECTURAL CONSULTING SERVICES THIS AGREEMENT is made and entered into this 17th day of November, 2020 by and between IDS Group ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On March 30, 2020, the City issued Request for Proposal No. 20-040, by which it sought qualified consultants to provide on -call space planning and architectural consulting services for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFP No. 20-040. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field. NOW THE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES On an on -call basis, and at the City's sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 20-040, which is attached as Exhibit A, and as more specifically delineated in Consultant's proposal, which is attached as Exhibit B and incorporated in fall. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit B. Consultant is one of ten (10) consultants selected to provide services on an on -call basis under RFP No. 20-040. The total annual compensation for these services provided by all such consultants selected under RFP No. 20-040 shall not exceed the shared aggregate amount of $300,000 during the term of the Agreement, including any extension periods. b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of Page I of 8 performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above and terminate on November 16, 2023, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for two 1-year periods upon a writing executed by the City Manager and City Attorney. 4. PREVAILING WAGES Consultant is aware of the requirements of California Labor Code Section 1720, or seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the services being performed are part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 5. INDEPENDENT CONSULTANT Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 6. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents Page 2 of 8 & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subconsultants, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming 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 from 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 with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent forth, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the California Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation 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. C. 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. (ii) 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 cancelled Page 3 of 8 or reduced in coverage or changed in any other material aspect, by Consultant, without thirty (30) days prior written notice to the City. (iv) Consultant shall supply City with a folly 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 furnish 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 forthwith terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to defend, and shall indemnify 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 negligent operations of the Consultant or its subconsultants, agents, employees, or other persons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 9. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney's fees, for infringement of any United States' letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. Page 4 of 8 10. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 11. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and farther agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in,a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 12. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 13. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) Page 5 of 8 P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: (714) 647-6956 Executive Director Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, CA 92702 To Consultant: IDS Group l Peters Canyon Road, Suite 130 Irvine, CA 92606 A party may change its address by giving notice in writing to the other party. Thereafter, any commumication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these timefiames, weekends, federal, state, County or City holidays shall be excluded. 14. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein. 15. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the' City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultants retained by City. Page 6 of 8 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 18. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, relation, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities or in connection with any activities 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. 19. JURISDICTION -VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 20. 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 Page 7 of 8 A-2020-230-01 Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 21. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: DAISY GOMEZ Clerk of the Council APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: 7)G. T.L HN M. FUNK Sr. Assistant City Attorney FOR APPROVAL IL SABA, PE Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT Name: Said Hilmy Title: President Page 8 of 8 EXHIBIT Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR SPACE PLANNING AND ARCHITECTURAL SERVICES RFP NO.: 20-040 Introduction and Background: The City of Santa Ana intends to retain Space Planning and Architectural Services on an as -needed or "on -call' basis. A Professional Services Agreement will be entered into with several of the qualified firms/consultant(s) to provide space planning and architectural services for a variety of projects on an on -call basis. Areas of responsibility shall include architectural, space planning, structural, construction management, mechanical and electrical engineering, ADA survey, and move management services. On an on -call, as -needed basis, the selected firm(s) may be asked to provide professional services on specific, project -by -project basis, based on an agreed -upon scope of services and fees. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. The architects and engineers in the firm must be licensed and legally qualified in the State of California to practice the work for which consideration is requested. Selected firm(s) shall have the necessary qualifications and experience to provide space -planning, architectural, and engineering consulting services to the City. Services may involve all or some of the phases of project development and shall include, but not necessarily be limited to, the following activities: Site Analysis Perform site analysis during initial design work. This may include site visits, photographs, analysis of existing space(s), meetings with various City departments to discuss specific space requirements. Conceptual Layouts/Space Planning Prepare alternative preliminary space layouts, including engineering details and engineering calculations, and estimates of probable costs for each alternative. Present information to the City along with a written response of the advantages and disadvantages of each alternative plan taking into consideration operational, programmatic, adjacency needs and appropriate design standards. Permits/City Approvals (City as reeulatory a2ency) Assist City departments in obtaining entitlements, permits and other City approvals, as required. Architectural, Interior Design, and En2ineerin2 Services Provide architectural, structural, mechanical and electrical engineering services and cost City of 2cgal1 17 20-040 estimating services during the schematic design, design development and construction document phases. Work products shall include engineering details, engineering calculations, architectural plans, and elevations, material specifications, cost estimate, and final plans and specifications. Prior to acceptance of design, Consultant is to prepare a summary report detailing the effort of utility coordination, IT coordination, and due diligence for the City's review and acceptance. Third -party cost estimate and constructability review may be included in the design effort at the City's request. 1. Schematic Design: Develop schematic design site plan drawings illustrating the scale and relationship of project components. 2. Design Development: Prepare design development package consisting of: a) Drawings and other documents that outline repairs or solutions and describe the size and character of the project with respect to architectural, interior, structural, mechanical and electrical systems b) Materials and samples c) Other required elements based on the approved schematic design documents. Designs must comply with the current Building codes and any other City requirements. Additional site visits and coordination with City departments will be required to ensure that design development meets the department's needs. 3. Construction Documents: Prepare construction documents consisting of plans and specifications, calculations, and cost estimates setting forth in detail the requirements for the construction of the project based on the approved schematic design and design development documents. The construction documents will include, but not limited to: plans, details, and specifications for structural, electrical, mechanical, plumbing, ADA requirements, parking, and landscaping; all fully coordinated with the architectural design. Plans should include recommendations for green building standards and sustainable development to reduce costs, improve the health of building occupants, and reduce the negative impacts to the environment. A refined cost estimate based on the final construction documents shall also be prepared. There shall be no additional costs due to revisions of the drawings to bring the design up to code compliance. Assist the City departments in obtaining reviews and approvals from applicable public agencies for design reviews, plan checks, and permits. Assist the City in obtaining all required permits, reports, and other information to bid the project. The City will pay all permit fees. The Consultant shall be required to provide continued communication and feedback with various City personnel throughout the process to provide a cost-effective and quality design that meets the needs of the client department(s). Post Design Services At the City's sole discretion, assist the City Department(s) with the following services. 1. Bidding a) Preparing bid documents and packages b) Answering bidder's questions City of 2�A1 20-040 c) Scheduling and attending pre -bid conferences and joblsite walks d) Preparing bid addenda e) Preparing bid analyses and reviewing and responding to bidders' submittals, such as shop drawings, product data, samples and proposed equivalent products and materials. 2. Construction and Construction Management a) Prepare "as -built" drawings, in current CAD format, as required b) Visit construction site as needed to monitor quality of the work and resolve construction issues. c) Assist engineer, consultant and inspector with interpretation of the following- * Plans and specifications • Analysis of change conditions *Development of corrective actions . Review of shop drawings and other submittals • Review, negotiation and preparation of change orders d) Manage the construction phase and coordinate construction meetings to ensure the project is completed on time and within budget. • Provide weekly estimates of percent of work completed • Approve vendor invoices for submittal to the City. Move Management Services At the City's sole discretion, assist the City Department(s) with the following services. • Survey all existing items to relocate. • Meet with client and the client's fin-niture vendor to verify the placement of all items for move. • Third party/peer review of architectural plan(s). • Prepare move plans to show numbering system for ease of labeling boxes and items to move. • Prepare "move in" sketches for mover use, showing office and common area layouts. • Coordinate with the City's Telecommunication Services and instruct staff in preparing for the move. • Coordinate and closely supervise move labor. • Be responsible for all post -move follow-up. Special Services • Complete the State of California ADA surveys. • Provide value engineering services upon request. • Complete LEED Certification documentation upon request. Plans and Documents All plans and other documents prepared by the Consultant on behalf of the City shall become sole property of the City. All documents and files must comply with current requirements set forth by the various entities for record retention. Fee Proposal: In addition to Section III.B3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: City of 2P cpalp 20-046 The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this document. A list of all positions and hourly rates required to perform the services described herein. A more detailed scope of work will be provided when/if a specific project proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Proposer. 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of a_ll F 20-046 A EXHIBIT B 9 fir. �r `r sW AA ■ WW R ,. µ Submitted by: ol Die&". r.0 -A IDS GROUP 1 Peters Canyon Road, Suite 130 Irvine, CA 92606 T:949,387,8500 AL www.idsgi.com PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Contents Section 1: Statement of Qualifications a. Cover Letter................................................................................................................ 3 b. Contract Agreement Statement................................................................................... 4 c. Firm and Team Experience......................................................................................... 4 IDS' In-house Capabilities..........................................................................................................4 Technical and Design Experience of Key Personnel.................................................................5 Subconsul tants........................................................................................................................... 6 ProjectTeam..............................................................................................................................6 Key Personnel Resumes............................................................................................................ 6 OrganizationalChart..................................................................................................................7 StaffAvailability.......................................................................................................................... 7 d. Understanding of Need............................................................................................... 8 ProjectUnderstanding................................................................................................................8 AnticipatedApproach.................................................................................................................8 e. Relevant Experience................................................................................................. 10 f. References................................................................................................................17 Section 2: Scope of Services and Schedule.....................................................................18 Schedule..................................................................................................................... 21 Section 3: Fee Proposal....................................................................................................22 Section 4: Certifications.................................................................................................... 24 Appendix............................................................................................................................ 29 AA IDS GROUP Page i 25G-16 Section 1: Statement of Qualifications Cover Letter Contract Agreement Statement Firm and Team Experience Understanding of Need Relevant Project Experience References 25G-17 I�►I► IDS GROUP April 20, 2020 City of Santa Ana Gabriela P. Lomeli, Project Manager Public Works Agency; M-22 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 SUBJECT: Section 1: Statement of Qualifications a. Cover Letter Proposal for Space Planning and Architectural Consulting Services RFP No. 20-040 Dear Ms. Lomeli and Members of the Selection Committee: IDS Group, Inc. (IDS) understands that the City of Santa Ana (City) is requires the services of a Professional Architectural Firm to provide Space Planning and Architectural Services on an as -needed basis. As an award -winning multi -disciplinary firm- specializing in the fields of architectural and engineering design services, IDS Group (IDS) engages both site -specific design and planning on multiple levels. "IDS" stands for Integrated Design Services, as our service delivery model. We draw from over 50 years of experience to design unique time-honored spaces through preservation, renovation, additions, and adaptive use. The following are highlights of our team strengths: ■ Multidiscipline Firm: IDS is able to provide all AE services in-house; thus allowing the city to realize efficiencies that come with managing multiple disciplines under one roof. • Similar Experience: We have recently completed very similar scope -of -services for numerous public and municipal agencies including the County of Los Angeles, County of Orange, City of Anaheim, City of West Covina, City of La Canada Flintridge, City of La Palma, City of Glendora, City of Murrieta, City of Menifee, City of Long Beach, and the Los Angeles Community College District, among others. • Move Management and Phasing Plans: We have extensive experience with projects where an existing building must remain in service during remodeling, renovation, and making building systems improvement work. We know how to organize move managements and phasing plans to limit the cost impacts arising from construction in occupied buildings. On behalf of the IDS team, we look forward to working with the City, applying our technical experience, management principles, and problem -solving skills to provide you with quality and responsive services required with this contract. IDS hereby acknowledge that we are in receipt of Addendum No. 1, dated April 14, 2020 and Addendum No. 2, dated April 15, 2020. IDS' Principal Agent, Mr. Said Hilmy, PhD, PE, SE, LEED AP, is authorized to bind the company and negotiate the contract on behalf of the organization and IDS' Project Manager, John Silber, AIA, will be the city's main paint -of -contact. Please do not hesitate to call John at 949.387-8500 ext. 154 or by email at john.silber@idsgi.com should you have any questions pertaining to our proposal. Sincerely, IPGrou J hn Silber, AIA Principal Architect IDS Gr up, Inc. Said Hilmy, P PE, SE, LEED AP Principal Agent 1 Peters Canyon Road, Suite 130, Irvine California f,Q6� T-999.387.8500 ♦ F: 949.387.0800 ♦ www.idsgi.com PROPOSAL b. Contract Agreement Statement IDS Group hereby acknowledges that we have reviewed and take no exception to the terms and conditions, including insurance coverage, as set forth in RFP No. 20- 040 ISpace Planning and Architectural Consulting Services I Attachment 2. c. Firm and Team Experience We offer our clients fully integrated design by providing services that encompass the entire project including architecture and engineering design services, master/strategic planning, interior design, cost estimating, and construction administration. By offering a comprehensive suite of services, you can be assured that your style will be reflected in every detail of your space. IDS` In-house Capabilities Space Planning and Architectural Consulting Services RFP No. 20-040 "Your firm's contribution on one of the City's most important projects was most appreciated and highly valued. The City Council and City Staff are genuinely grateful for the excellent work performed by IDS and the professionalism exhibited throughout. Without hesitation, The City would highly recommend IDS to any agency or entity seeking similar services." Max Maximous, P.E. Former Public Works Director/City Engineer City of Rancho Santa Margarita Architecture: IDS provides architecture design, planning, project management and renovation services to public and private clients throughout California. As a full -service architectural firm, IDS is experienced in all phases of architecture from pre -design though project closeout. In addition, our architectural services involve ADA compliance studies and design, building assessments, alterations, and modifications, accessibility studies, fire and life safety assessment and design, code review, space planning, remodeling, repair of damaged and deteriorated structures, and expansions and additions to existing facilities, and new design. Project experience of IDS staff encompasses a variety of building type. Structural Engineering: Our structural engineering division is a recognized leader in the design, assessment, review, and retrofit of buildings and parking structures. The depth of our work includes the design of new buildings utilizing steel, concrete, masonry, and wood, the assessment and retrofit of numerous buildings of all sizes, the evaluation and repair of distressed structures, peer and plan review, constructability review, and forensic engineering. Our structural engineering services consist of the following: Structural and seismic assessment, Seismic risk mitigation and retrofit, Structural design services, Structural engineering evaluation and structural modifications. Mechanical and Plumbing Engineering: Our award -winning mechanical engineering division is comprised of professional engineers and designers who are experts in the fields of heating, ventilating, air conditioning, plumbing, piping, and fire protection. We have provided design services for HVAC, plumbing, and fire protection systems for countless public projects and "I just wanted to let you know I am hugely facilities. These projects encompass new construction, impressed with the finished product of the retrofit, modernization, and expansions of facilities. Purple Yoga Studio. It looks AWESOME! Electrical Engineering: The electrical engineering division of IDS has provided quality professional electrical engineering services to public and private clients. Our electrical engineers have extensive experience in a wide variety of projects and in the preparation of engineering A phenomenal finished product that truly enhances Fullerton`s downtown. Thanks for making such a great sense of place and beautification of the City." Greg Sebourn, PLS City of Fullerton AA_ IDS GROUP 25^ -1 9 Page 4 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 studies, analyses, plan reviews, preparation of drawings and specifications for new construction projects; construction cost estimates; field investigations; concept studies; reports, and post -construction support for electrical engineering projects. Cost Estimating: Our in-house cost estimator is experienced in supporting both new construction and complex renovation projects, and possess extensive knowledge of a variety of tenant improvement types. Utilizing the latest in cost control methods, IDS ensures clients' projects are well planned and expertly executed. In the delivery of its cost services, IDS provides reliable, accurate estimates while meeting its client's most critical deadlines. Phasing/ Move Management: Maintaining functional operations during an interior renovation project requires detailed planning. IDS Group provides phasing and move management services to access improvement impact to existing facility operations, on singular and multi -building alterations. Each building is unique in function, layout, and construction requiring specific building solutions. In preparation for administering each building's improvements, IDS Group prepares preliminary phasing plans to minimize operational disruption during the construction work. i -WA MW 47 1. RIM VIr �` STRATEGIC MOVE N1ANAG EMENT PLAN nw�-navv€Pue.x€wr .. •,...L— .. Al Experience with Americans with Disabilities Act (ADA): Our expert ADA (Americans with Disabilities Act) team offers detailed ADA facility surveys, plan reviews, and product consulting on a regular basis to healthcare facilities, large corporations, and federal, state, and local government clients. Sustainable Engineering: The firm's project approach begins with a complete assessment of project requirements to achieve a LEED certification or provide a sustainable design without certification. To meet the project requirements our team will investigate all sustainability options including photovoltaic solar system, commercial and residential fuel cell systems, geothermal ground source heat pump systems, low energy LED lighting products, water conservation design solutions, day lighting harvesting, low -flow plumbing fixtures and high SEER air conditioning equipment. Technical and Design Experience of Key Personnel IDS' Project Manager/Principal Architect, Mr. John Silber, AIA, has more than three decades of extensive experience with a diverse portfolio within both the public and private sectors. John maintains an unwavering focus on the details that make projects successful, from early design development through construction administration. Don begins with a thorough understanding of client goals and expectations, and makes sure that they inform every decision, solution, and direction. "Kudos, Thank you for your ongoing, great dedication to getting this right. Without all your efforts the project would not have been a lot bumpier than how we sometimes feel about it." Ronald Dean Everly John Wayne Airport, Orange County AA IDS GROUP Page 5 25G-20 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 ■ Ms. Shelley Sivak, IDS' Lead Arch itectllnterior Designer, has over 25 years of experience in reviewing the state of the existing building, evaluating its size and layout for the intended use, and identifying the need for repair, renovation, and expansion. ■ Technical accuracy is deeply embedded in the guiding principles of IDS Group and will be critical the success of this project. Said Hilmy, PhD, SE, LEED AP, will be our proposed QA/QC Manager to confirm adherence to industry standards and code requirements and ensure our stringent internal quality management program is enforced and maintained throughout the performance of this contact. Other key team members include: ■ Jaime Rosenbach, MS, SE, IDS' Senior Structural Engineer, with more than 32 years of experience, has been involved in the design of new structures, evaluation and retrofit of existing structures, remodel and modernization of existing buildings, and has conducted and reported numerous forensic seismic investigations. ■ Darren Smith, PE, REAP, LEED AP BD+C, IDS' Mechanical/Plumbing Manager, has 23 years of experience in both design bid build and design build projects. Darren is an experienced design engineer and project manager with extensive experience in designing and managing numerous construction projects requiring strong cross communication at various levels of project ownership • IDS' Project Manager for our Electrical Division, Robin O'Neil, with more than 35 years of experience, in commercial, municipal lighting and utility infrastructure projects. Rob is an industry expert in Title 24 Compliance, working with both clients and architects to educate them on the changes to the code ■ IDS' Cost Estimator, Mr. Dakhil, BSCE, MSCE, has over 30 years of pre -construction, construction management, and estimating experience in a wide spectrum of projects ranging in values from $1 million to more than $250 million. Subconsultants IDS Group does not anticipate using any sub -consultants for this project. IDS will be providing all necessary Architectural and Engineering services for this project. Project Team Our seasoned group of professionals, listed on the organization chart located on the following page, has worked independently or teamed on projects with similar scopes of work. Our expertise and project team is well suited for this project and has proven success providing structural engineering services to the City of Santa Ana. Key Personnel Resumes Full resumes of key personnel proposed to work on this project are provided Appendix A of this proposal. Our integrated approach connects designers with engineers, that's how we create cultural landscapes that innovate, inspire dialogue, and encourage shared ownership of environment. AA IDS GROUP Page 6 25G-21 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Organizational Chart Jaime Rosenbach, MS, SE Shelley Sivak, RA, LEED AP Robin O'Neil, PE Victor Mercado, MS, SE Song Brandner, RA, LEED GA Michael Reed Ellen Wu, PhD, PE Henry Ling, RA Anmar Hiassat, PE Darren Smith, PE, BEAP, LEED AP BD+C Faisaf Dakhil, BSCE, MSCE Alexander Yau, EIT = Key Personnel Ronaldo Magno 2�u Staff Availability The following is an estimate of the availability of our key personnel during the duration of this project. The percentages of key staff availability shown are projected based on anticipated workload. These percentages represent the average time available for a team member. Actual time may vary depending on the project specifics. Said Hilmy 25% John Silber 30 % &A IDS GROUP Page 7 25G-22 PROPOSAL Shelley Sivak 35% Song Brandner 40% Henry Ling 30% Jaime Rosenbach, MS, SE 30% Victor Mercado, MS, SE 40% Ellen Wu, PhD 45% Robin O'Neil 30% d. Understanding of Need Project Understanding Space Planning and Architectural Consulting Services RFP No. 20-040 Michael Reed 25% Darren Smith, PE 25% Alexander Yau, EIT 40% Anmar Hiassat 30% Ronaldo Magno 35% Faisal Dakhil, BSCE, MSCE 25% IDS understands that the City of Santa Ana will be retaining the services of an Architectural and Engineering firm to provide As -needed Space Planning and Architectural Consulting Services to provide architectural and engineering design services, space planning, site analysis, construction management, ADA survey, and move management services on an as -needed base. Anticipated Approach Our general approach to providing our standard services for each project commences with a solid understanding of the project requirements, including budget, schedule, details of scope of services, and deliverable items. Our work plan is based on effective management of resources which will include developing a project schedule, implementing effective communication protocol, monitoring project costs and budget, and implementing quality control measures to ensure quality documents. The following are the basic steps to take a project from conception to bidding. Note that not all projects with the city will involve all steps, projects that consist only of studies or due diligence report will have different deliverables: Prepare Cost Estimates y Establishing Goals and Metrics for Success: We will conduct kickoff meetings with City staff and stakeholders designated by the City to establish the specific goals and metrics the City has envisioned for each project. Developing a Work Plan: After we have completed a thorough review and assessment, IDS will develop a work plan that achieves the City's benchmark goals for each project. The scope(s) will be developed based on City priorities, severity of conditions, and immediate needs for the project. We anticipate that this will be an interactive process with the City's Project Manager. y Pre -Planning: Our pre -planning approach consists of team project managers re-emphasizing the assignment goals, time schedules (work-plan/hours to complete), as -built drawing review, and City employee escort coordination when needed, and schedule coordination on among team resources. This detailed plan establishes clear direction, a timeline for completion, and team buy -in. ALA_ IDS GROUP Page 8 25G-23 PROPOSAL • Design Development: We believe that the best results occur when the client/owner participates fully in all phases of the project. We strongly encourage meetings and group sessions with the project stakeholders to discuss the project's direction and goals. It is the owner who has the most intimate knowledge of their vision, needs, and strategic objectives for success. • Management Plan: IDS is familiar with all PMI Standards and works within their guidelines in order to ensure project success from design through completion. • Project Delivery: IDS is prepared and equipped to provide the request services to the City in a timely manner and on relatively short notice so as to enable the City to meet critical deadlines and schedules. Space Planning and Architectural Consulting Services RFP No. 20-040 Resources PFOjeCt Success Quality Sohed ule Budget Communication Schedule Control: We will update the schedule and work plan regularly based upon the actual hours worked that are tracked by our internal accounting system. In this way, we can adjust resources to ensure that the project milestones are completed on schedule. We also have an excellent record working on fast -track projects. In these projects, it is essential for the design team to meet the critical path milestones that precede project completion. y Cost Control: As design progresses, the more -detailed documents can be virtually overlaid over previous ones, and changesladditions are immediately visible on screen. This ensures that our estimates at logical milestones during design (SD, DD, CD, etc.), can execute the later levels of design faster and more accurately. When tasked with value engineering on the same project, our team members will go back and modify the original takeoffs to determine the less expensive methods or materials to construct the project. Quality Assurance: Quality Assurance has always been our company's strong commitment. We emphasize establishing and maintaining technical and professional expertise among our staff and in their work product. All our professionals are encouraged to maintain memberships in professional organizations, to attend professional development conferences, and to sustain proficiency within the field of engineering. As a testimony to our audited Q/A Q/C procedures, IDS Group accomplished ISO 9001 Certification &r I DS GROUP Page 9 25G-24 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 e. Relevant Experience CITY OF LA PALMA CITY YARD OFFICES I La Palma, CA City Maintenance staff offices, meeting I break room, and locker room are housed in a portion of a modular metal building. These facilities were in a worn condition, were a poor match to current space needs, and did not comply with ADA/Accessibility requirements. The floor plan wasted space thanks to inefficient corridor circulation and needless compartmentalization of workspace. IDS developed a design, which simplified the space plan and opened up the space. The break room and open office areas line the west side of the building, and this side of the building uses an open ceiling layout and windows to transmit a sense of openness. Locker rooms, manager's offices, and electrical/IT spaces line the east side of the building. ■ Space Planning 0 Interiors 0 Upgrades I Renovations ■ ADA Compliance 0 Mechanical/Electrical Systems 0 Phasing 1 Move i• Utility Coordination 0 Coordination with City Management • Site Analysis Departments 0 Cost Estimating ■ Structural Engineering Contact: City of La Palma Mr. Michael Belknap, Community Services Director 1 714.690.3350 1 Completed: 2018 EMCORE CORPORATION ALHAMBRA CAMPUS SPACE PLANNING, REVOATIONS AND EXPANSION I Alhambra, CA Emcore is in the process of realigning the uses of it's building at the Alhambra campus. The realignment will consolidate the uses in the easterly portion of building #3 and remove all current uses for the renovations and expansion of Building #2. Building #3 renovations/expansion involve approximately 3,900 square feet of offices and works stations, lab renovations, a new 900 sq. ft. engineering lab, elimination of 2 restrooms, as well as upgrades to the remaining restrooms for code compliance. Additional improvements include reinstating the door opening on the east elevation; provide piping connections for 2 to 3 dry nitrogen lines and concrete pads for the lab tables. Building #2 is a two story, 11,806 sq. ft. building. The ground floor renovations and remodel consist of a gym for staff use, a breakroom with kitchenette, relocation of the visitor reception lobby area, offices/cubical space, conference rooms, and restrooms. Renovations for the second floor will include a boardroom, offices and cubical space and restrooms. ■ Space Planning 0 Interiors 0 Upgrades I Renovations ■ ADA Compliance 0 Mechanical/Electrical Systems 0 Phasing 1 Move • Site Analysis 0 Structural Engineering Management Cost Estimating Contact: Emcore Corporation Mr. Steve De Sena, Senior Manager 1 626.293.3657 1 Design Completed: 2019 &r IDS GROUP 25G-25 Page 10 25G-26 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 CITY OF AZUSA LIGHT & WATER DEPARTMENT SPACE PLANNING, REMODEL AND RENOVATIONS I Azusa, CA The City of Azusa Light & Water (L&W) retained IDS to provide A/E services for the renovations and remodel of their customer service area. Scope -of -work included reconfiguration of the storage room into an office with four workstations; demolition the solid partition wall dividing five (5) Customer Service Representative Workstations; conversion of open space into children's seating/ entertainment zone; relocation of security video cameras, television screens, phone lines and network conduit; installation of network switch customer signage, and relocation of number system or installation of a green light or electronic arrow system to alert waiting customers of open workstations, and installation of a bullet resistant transparent partition barrier with acrylic slot louvers to serve customers from a secure side of the partition. ■ Space Planning 0 Interiors I Material 0 Upgrades I Renovations ■ ADA Compliance Specifications 0 Phasing I Move i• Utility Coordination Mechanical/Electrical Systems Management • Site Analysis IT Coordination 0 Cost Estimating ■ Structural Engineering Contact: City of Azusa Light &Water Department Ms. Judy Tran, Utilities Administrative & Financial Services Manager 1 626.812.5174 I Design Completed: 2019 &r IDS GROUP 25G-27 Page 12 -: IN Cl! C14 C4 CN n # m IL m 0� OL 1111111111 \ � » / m - t -coo U m @ � / (D o 0 o m t 5 w o � / k 3 - a $ e § - > >, _ 2 co> 2 m c = m s _ u U) 7 Ms 0 \ co0) � / / g F $ 6 w j a - a. D � (D C) F. 2 5G-28 aw a. D Q A 25G-29 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 COUNTY OF ORANGE I JOHN WAYNE AIRPORT AIRPORT OPERATION CENTER REMODEL & UPGRADES I Santa Ana, CA The scope of work for the Airport Operation Center (AOC) comprises numerous improvements to the existing Thomas F. Riley, Terminal A including a temporary/redundant Sheriff Airport Operation's Center, and a temporary/redundant maintenance response/operations center. In addition, renovations of approximately 3,500 square feet of office related area in the Terminal A Administration suite to create a new consolidated Airport Operations Center, Maintenance/BPOC spaces, computer room, Operations spaces, and Public Affairs spaces. IDS Group is providing full -spectrum services to include planning/programming, architectural, structural, mechanical/plumbing, electrical, and security design services from project initiation through final construction. It is noted that the project delivery method for this project is CM -at -Risk (CMAR). As such, close coordination with JWA and the selected contractor will be required from the beginning to the completion of the construction in order to ensure all deliverables meet the expectation of all parties involved. ■ Space Planning 0 Interiors I Material 0 Upgrades I Renovations ■ ADA Compliance Specifications 0 Phasing / Move • Utility Coordination Mechanical/Electrical Systems Management • Site Analysis IT Coordination 0 Cost Estimating ■ Structural Engineering Contact: John Wayne Airport Mr. Steve Chaky, Project Manager 1 949.252.5171 1 Design Completed: 2019 &r IDS GROUP 25G-30 Page 15 cr 13 IN I I AHN E 25G-31 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 f. References Emcor Corporation Alhambra Campus Space Planning, Renovations and Expansion, Alhambra, CA Emcor is in the process of realigning the uses of it's building at the Alhambra campus. The realignment will consolidate the uses in the easterly portion of building #3 and remove all current uses for the renovations and expansion of Building #2. Mr. Steve De Sena, Senior Manager, Operations Support 626.293.3657 • Steve De SenaC(DEmcore.com West Basin Municipal Water District Donal L. Dear Building Space Allocation and Mocernization, Carson, CA IDS was retained to prepare a Preliminary Design Report (P.D.R.). The scope of work included review and evaluate the existing building and the preliminary space plan completed in 2015. IDS approached this from a fact and data gathering exercise that culminated in a distillation of the information gathered. Mr. Don Zylstra, P.E., Senior Water Resources Engineer 310.660.6212 • DonZ@westbasin.org City of Irvine Workspace Relocationand Tenant Improvments, Irvine, CA The project required the reorganization of interrelated offices in the police department, the expansion of its locker/shower rooms, the redesign of the Traffic Management department and the relocation of Public Works and other departments to a separate building in a new location. Mr. Chris Brown, Senior Project Manager 949.724.6937 • chbrown(a)cityofirvine.orci City of Azusa Light & Water Department Space Planning, Remodel and Renovations, Azusa, CA J �F� 1 1 �Ll IDS provided AE services to the City of Azusa for the remodeling and design services for its Customer Service Lobby area. Scope of work included reconfigure an office supply and equipment storage room into an office with four workstations; demolish the solid partition wall dividing five (5) Customer Service Representative workstations from the lobby, convert an area into children's seating/ entertainment zone; relocate security video cameras, television screens, phone lines, network conduit; and installation of network switch, customer signage. Ms. Judy Tran, Utilities Administrative & Financial Services Manager 626.812.5174 • itranC@azusaCA.gov ,A IDS GROUP 25G-32 Page 17 �,•�GE CAI °� ��� �� '^ ��"��� ®` 0 � T! s i Section 2: Scope of Services and Schedule 25G-33 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Section 2: Scope of Services and Schedule IDS understands that diversity is the essence of on-call/as-needed space -planning and architectural consulting services. Assignments vary greatly in scope, duration, and degrees of technical complexity. We use a project -specific tailored approach that adheres to the following general principles. ■ At the outset confer with the City Project Manager to develop a clear understanding of the project scope and perimeters o Include our multi -discipline A/E team to gain a wholistic understanding of demands and variables ■ Submit the project -specific proposal to the City Project Manager that includes: o Our project understanding including the City's project budget if known. o Scope of services including assumptions and exclusions. o Proposed timeline; and o Proposed compensation delineated by phase and task. ■ Upon authorization to proceed, IDS will provide our services to completion o Always relying on the City Project Manager as our City prime point of contact o Always keeping the City Project Manager informed of developments in real time Description of Work: We understand that the scope of services includes: Site Analysis ■ IDS' team will perform a site analysis which may include site visits, photographs, analysis of existing space(s). o Deliverables: Written reports annotated by photographs, annotated existing facility drawings, and graphics Conceptual Layouts 1 Space Planning ■ The IDS' team will develop conceptual layouts and space plans addressing City requirements based on our meetings with the City's staff, project scope, budget, time and project constraints, and priorities. o Deliverables: Annotated sketches (most often in plan view), photographs, and letter summarizing criteria, alternative design schemes, Rough Order of Magnitude Likely Cost Estimates for budgeting purposes, and recommendations. Permits/City Approvals ■ IDS' team will provide the customary A/E project technical support during the permit/approval process. o Deliverables: submittal documents plan review comment responses, meetings when required — from submittal to "permit ready to issue" milestone. AjIDSGROUP 25 G- A Page19 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Post Design Services ■ IDS' team will provide technical support during bid and construction phases including meetings when requested by the City o Deliverables: review of bidders7contractors' requests for information, bid addenda, submittal review, and when requested review of contractors' application for payment, change order requests, contract close-out including punch list documentation. Move Management Services ■ IDS' team will develop move management plans. o Deliverables: assessment of phasing options including likely impacts to construction costs, development of a preferred option phasing plans, coordination of any construction documents to the preferred option so that construction contract documents include contractor obligations under the move management plan Special Services ■ IDS' team will meet with the City's staff to review the project scope, budget, time and project constraints, and priorities. Provide special services as delineated. o Deliverables: Project specific delineated Plans and Documents IDS' team will meet with the City's staff to review the project scope, budget, time and project constraints, and priorities. Develop and refine design solutions phase by phase for schematic design, design development, and construction document. Refinement of design solutions will be done in close consultation with the City and will follow City directives and going forward guidance o Deliverables: design graphics and developed into technical construction drawings/specifications — includes, as appropriate to the assignment and phases 2D plans, sections and elevations; rendered 3D drawings and illustrations; and product literature accompanied by product samples when required. "IDS GROUP 25G -J5 Page 20 Task/Milestone Week Kick-off Meeting Inventory IDS receives pertinent record documents Visual observations and stakeholder interviews IDS provides draft staff survey to the City for review Staff surveys completed IDS completes Deliverables and submits to the City Teleconference / Meeting City review comments & going forward directives received by IDS IDS completes Deliverables and submits to the City • Teleconference / Meeting City review comments & going forward directives received by IDS IDS completes Draft Deliverables and submits to the City Draft Deliverables review meeting City review comments & going forward directives received by IDS IDS completes Final Deliverables and submits to the City IDS provides to the City its proposed implementation plan including scope of services/compensation Balance of implementation i PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Section 3: Fee Proposal Per the RFP instructions, IDS has enclosed our Fee Proposal under separate sealed envelope. AtIDSGROUP 25r- 8 Page23 Section 4: Certifications Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Nan -Discrimination Certification 25G-39 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Appendix ATTACHMENT 3 CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) In conformance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any other BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note The above Non -collusion Affidavit is part of the Proposal. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California County of F� Sub cribed and worn to (or affirmed) before me on this 43 tA day of . 'z , 20� by —� � : Ufa proved to me on the basis of satisfactory evidence to be the persons) who appeared before me - Ndtary Public Signature Notary Public Seal SARAH N. SCCL4RI Notary Public CaITOmio orange CuJ111v Comm6r^,0 p2211U AyComm Expie:Dec 5,ZC21 City cf Santa Ana RFP 20-040 Page A3-1 AA IDS GROUP 2 L G_ A O Page 25 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be Included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Signed: Title: 'President ' Firm: IDS Group, Inc. Date: April 17, 2020 City of Santa Ana RFP 20-040 Page A3-2 A-AIDSGROUP 25 G-4 1 Page26 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 NON-DISCRIMINATION CERTIFICATION The undersigned Contractor or corporate officer, during the performance of this contract, certifies as follows: The Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Contractor shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to; the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Contractor shall, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Contractor shall send to each labor union or representative of workers with which helshe has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Contractor's commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Contractor shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Contractor shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to hisiher books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Contractor's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. City of Santa Ana RFP 20-040 Page A3-3 A -A IDS GROUP 25G-42 Page 27 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 The Contractor shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Contractor becomes involved in, or is threatened with, litigation with a subContractor or Contractor as a result of such direction by the administering agency, the Contractor may request that the United States enter into such litigation to protect the interests of the United States. B. Pursuant to California Labor Code Section 1735, as added by Chapter 643 5tats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any Contractor of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: President Firm: IDS Group, Inc. Date: April 17, 2020 City of Santa Ana RFP 20-040 Page A3-4 jA IDS GROUP 25G -4 APPENDIX I Appendix: Key Personnel Resumes 25G-44 PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 John Silber, AIA Project Manager / Principal Architect Mr. Silber is an award -winning architect covering a broad range of urban projects, including a number in areas of special interest, such as the link public education creates between culture and economic vitality. He has mastered the interface between community design expectations, urban in -fill architecture and modern code standards for fire 1 life safety, energy, and accessibility. John has been an active member of the architecture and urban design of Southern California. Education ■ Masters of Architecture, Southern California Institute of Architecture Professional Credentials ■ Professional Architect: CA (#15573) Professional Affiliations ■ American Institute of Architects (AIA) Relevant Project Experience ■ Alhambra Campus Tenant Improvement Building #2 and #3, Alhambra, CA: IDS is providing architectural, structural, mechanical engineering (HVAC & plumbing) and electrical engineering for a tenant improvement involving a corporate office and engineering lab in existing buildings. Area of work in building 3 is 3,900 SF, and building 2 is 11,806 SF. As Principal Architect, John oversaw the project and coordination. The scope of the project includes field verifying existing conditions, construction documents, space consolidation, and renovation, restroom design, and ADA compliance. ■ City of Azusa Light & Water Department, Azusa, CA: Principal Architect providing architectural design service for the remodeling of the building to improve the safety and security for its employees. Scope of services include reconfiguration of an office supply and equipment storage room into an office with four workstations, ADA upgrades, and interior finishes. ■ City of Irvine Workspace Relocation and Tenant Improvements, Irvine, CA: Project Manager for the tenant improvement of the expansion and relocation of various departments in the City of Irvine Civic Center. The project primarily focused on the expansion of the existing police department (Public Safety) as a result of recent population growth within the city in the last few years. ■ West Basin Municipal Water District, Donald L. Dear Building, Carson, CA: Principal Architect. IDS was hired to perform a Preliminary Design Report (P.D.R.) where we would review and evaluate the existing building as well as a preliminary space plan completed in 2015. We were to asses both the existing and the 2015 proposed plan for Architectural, Mechanical, Electrical and Plumbing needs. ■ City of La Palma City Yard Offices, La Palma, CA: Principal Architect. These facilities were in a worn condition, were a poor match to current space needs, and did not comply with ADA/Accessibility requirements. The floor plan wasted space thanks to inefficient corridor circulation and needless AA IDS GROUP 25G-45 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 compartmentalization of workspaces. As Principal Architect, John was responsible for the design team developing the conceptual plans. The new layout simplified the space plan and opened up the space. ■ Orange County Sheriffs Department (OCSD), Voice Over Internet Protocol Telephone Modernization Project: Project Manager responsible for providing a condition assessment on existing OCSD facilities for adequately supporting the transformation of existing telephone lines to VOIP, including the planning, design and management of necessary building upgrades in support of the modernization project. ■ CalOptima Tenant Improvements, Orange, CA: Principal Architect. IDS was retained by the CalOptima to provide architectural and engineering services for tenant improvement and modernization projects for CalOptima's 10-story office building. IDS reviewed documents provided by the CalOptima, conducted a visual inspection of the facilities, developed designs and construction documents for multiple projects, and design for the installation of meeting audio system improvements. Our analysis included detailed baseline Architect's Estimate of Probable Construction Cost (AEPCC). IDS assisted CalOptima with value -engineering decision making in those instances when the AEPCC exceeded budget. ■ Inland Empire Utilities Agency — Sludge Building Locker and Shower Upgrades, Rancho Cucamonga, CA: IDS was tasked with making improvements to the existing `Sludge Building' to better suit the needs of the facility. These improvements included making substantial changes in two of the three bays within the 7,185 SF structure. The first bay contained a small breakroom, storage area, workshop, and a dilapidated locker room area. The second bay contained a series of chlorination tanks that were to be removed to allow for addition on -site storage of material ■ City Hall & BTRCC Building Improvements, Rancho Santa Margarita, CA: Principal Architect for architectural services, property assessment and rehabilitation. Conducted a visual inspection, developed a move management plan, and a "pros -and -cons" assessment for installation of different building systems. Also provided Architect's Estimate of Probable Construction Cost (AESPCC) and provided updates of the Estimate as a part of the 85%, 100% and final deliverables. ■ John Wayne Airport I County of Orange Terminal Improvements Project, Santa Ana, CA: Principal Architect. The Terminal Improvements Project consists of 31 distinct tasks of physical improvements occurring in and around Terminals A, B, and C. Focus of the work was on Terminals A and B, bringing them to the modern standard established in the nearly -new Terminal C. Project included the creation of bridging documents for improvements to life -safety, which included re -zoning the fire alarm system, redesign and modernization of selected customer dining areas and service counters, complete replacement of the car rental service counter, and design services for the new Flight Information Display Systems (FIDS) and Baggage Information Display Systems (BIDS). ■ Palos Verdes Library Annex Building, Palos Verdes, CA: Atthe request of the Palos Library District (the "District") IDS Group has prepare a schematic design for the creation of The Annex 2.0 addition to the Peninsula Center Library (the "Library"). As Principal Architect, John worked with the District to bring their goals to life. The design repurposes 1,919 square foot of the parking deck leaving all existing surround architectural elements intact jA IDS GROUP 25G-46 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Said Hilmy, PhD, SE, LEED AP Principal Agent Dr. Hilmy has 30 years of experience in structural engineering design and analysis and project management with strong expertise in the design and upgrade of steel, concrete, and wood structures. Recognized for his knowledge of code developments and seismic retrofit, Dr. Hilmy has worked on more than $3 billion engineering projects and more than 200 seismic assessments and retrofit projects in California and other states since the 1985 Mexico City earthquake. Dr. Hilmy served on the Seismology Committee of the Structural Engineers Association of California, chairing the Building Response Subcommittee. He is involved in research activities with the University of California, Irvine, and University of California, Berkeley. Dr. Hilmy has authored over 50 papers and technical publications dealing with structural systems and building seismic response. He was selected by the National Institute of Building Sciences of Washington, D.C. to contribute to their on -going research work in developing practical tools for the structural design of buildings to resist extreme loadings and blasts. Dr. Hilmy holds two patents related to an invention of a cost effective seismic dissipation device for building applications. In addition, he has won over 20 `Excellence in Engineering' awards for seismic design from numerous local and national organizations. Recognition included four in 2012 for building seismic designs from the Structural Engineering Association of California (SEAOC) and Southern California (SEAOSC), American Society of Civil Engineers (ASCE), and Orange County Engineering Council (OCEC). In addition, Dr. Hilmy has been providing aviation engineering since 1990 and has been instrumental in his contribution, serving as Principal, to the $543 million Airport Improvement Program at John Wayne Airport (JWA) in Orange County, California. The project includes one of the largest seismic upgrade efforts ever performed for existing US airports. In fact, his projects for the JWA Airport Improvement Program have been acknowledged with 8 awards, including "Project of the Year". Education ■ Doctorate, Structural Engineering, Cornell University ■ Master of Science, Structural Engineering, Cornell University ■ Bachelor of Science, Civil Engineering, Cairo University Professional Credentials ■ Professional Structural Engineer: California (#S-3680) ■ Professional Civil Engineer: California (#C-43988), Colorado (#0043538), Hawaii (#11386), and Utah (#8541179-2203) ■ LEED Accredited Professional Professional Affiliations ■ American Society of Civil Engineers (ASCE) ■ Structural Engineering Association of California (SEAOC) ■ Structural Engineers Association of Southern California (SEAOSC), Seismology Committee and Building Response Subcommittee jA IDS GROUP 25G-47 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 ■ National Committee on Seismic Effects (NCSE) ■ Earthquake Engineering Research Institute (EERI) ■ Orange County Engineering Council (OCEC) ■ American Concrete Institute (ACI) ■ Sigma XI Honorary Society ■ Cornell Alumni Association ■ Listed in USA Who's Who in Science and Engineering, 1994-1995 Relevant Project Experience ■ Alhambra Campus Tenant Improvement Building #2 and #3, Alhambra, CA: IDS is providing architectural, structural, mechanical engineering (HVAC & plumbing) and electrical engineering for a tenant improvement involving a corporate office and engineering lab in existing buildings. Area of work in building 3 is 3,900 SF, and building 2 is 11,806 SF. ■ City of Azusa Light & Water Department, Azusa, CA: IDS provided architectural and engineering design service for the remodeling of the building to improve the safety and security for its employees. Scope of services include reconfiguration of an office supply and equipment storage room into an office with four workstations, ADA upgrades, and interior finishes. ■ City of Irvine Workspace Relocation and Tenant Improvements, Irvine, CA: Project Principal for the tenant improvement of the expansion and relocation of various departments in the City of Irvine Civic Center. The project primarily focused on the expansion of the existing police department (Public Safety) as a result of recent population growth within the city in the last few years. ■ John Wayne Airport I County of Orange Terminal Improvements Project, Santa Ana, CA: Principal Architect. The Terminal Improvements Project consists of 31 distinct tasks of physical improvements occurring in and around Terminals A, B, and C. Focus of the work was on Terminals A and B, bringing them to the modern standard established in the nearly -new Terminal C. Project included the creation of bridging documents for improvements to life -safety, which included re -zoning the fire alarm system, redesign and modernization of selected customer dining areas and service counters, complete replacement of the car rental service counter, and design services for the new Flight Information Display Systems (FIDS) and Baggage Information Display Systems (BIDS). ■ CalOptima Tenant Improvements, Orange, CA: IDS was retained by the CalOptima to provide architectural and engineering services for tenant improvement and modernization projects for CalOptima's 10-story office building. IDS reviewed documents provided by the CalOptima, conducted a visual inspection of the facilities, developed designs and construction documents for multiple projects, and design for the installation of meeting audio system improvements. Our analysis included detailed baseline Architect's Estimate of Probable Construction Cost (AEPCC). IDS assisted CalOptima with value -engineering decision making in those instances when the AEPCC exceeded budget. A, IDS GROUP 25G-48 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Shelley Iger Sivak, RA, LEER AP Architect / Interiors Ms. Sivak has been involved in the fields of architecture and interior design for more than 25 years, shaping space, and bringing life to both urban and suburban settings, which create a strong sense of place. Shelley specializes in reviewing the state of the existing building and evaluates' its size and layout for the intended use, identifying the need for repair, renovation and expansion. Projects have included programming, schematics, design development, color and finish selections, client presentations, construction documentation, researching and writing specifications, budgeting, project and construction administration. The balance of Ms. Sivak's experience ranges from corporate interiors, commercial, institutional, restaurant and food service projects, healthcare, and themed entertainment projects. Shelley has knowledge of all project phases and the ability to carry design intent of the building through to the interior of a project. Education ■ Master of Architecture, California State Polytechnic University, Pomona Professional Credentials ■ Licensed Architect: CA (#C33767) ■ LEED Green Associate Accredited Professional Relevant Project Experience ■ County of Orange Human Resources Consolidation, Orange, CA: As Project Manager, Ms. Sivak worked with the Agency to consolidate various divisions from separate buildings onto two floors of a single building. These spaces included private and open office areas, reception and restroom areas. Scope of work consist of space planning, interior design, FF&E with cost estimates, design of custom built-in work areas, and construction administration. ■ OCHCA 401 Tustin Campus: Wellness Center, Crisis Residential Center, Education +& Training Center, Orange, CA: Ms. Sivak was the Architect and Interior Designer for OCHCA 401 Tustin Campus. The campus consist of three (3) main buildings and a maintenance building. The scope -of -work included space planning, expansion, new design, building finishes, design and procurement of custom furniture as well as classroom, conference room and office systems furniture, cost estimating, and construction administration services. In addition, Ms. Sivak coordinated with stakeholders and community members to ensure the goals and objectives of the project was achieved. ■ Memorial Care Technology and Training Center (MTC) Powered by Sirius, Orange, CA: MTC was created with the vision to use technology as an accelerant to improve patient care, patient outcomes and organizational efficiencies. Clients have the opportunity to experiment and train on the Center's fully integrated computer system and more. Ms. Sivak was the Project Manager overseeing the design for the tenant improvements. Scope -of - work included space planning, interior design, custom furniture design, switch -glass conference, computer room upgrades, cost estimating, and construction administration. Aj IDS GROUP 25G-49 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Faisal Dakhil, BSCE, MSCE Cost Estimator Mr. Dakhil has over 30 years of pre -construction, construction management, and estimating experience in a wide spectrum of projects ranging in values from $1 million to more than $250 million. As Senior PM and Chief Estimator of major construction companies, Faisal has accumulated a long track record of successful jobs coming in under budget and on -time, resulting in substantial savings for the clients. Education ■ Master of Science, Civil Engineering, University of Southern California, Los Angeles, CA ■ Bachelor of Science, Civil Engineering, University of Southern California, Los Angeles, CA Building Evaluation Projects: Rialto Birdsall Park Restroom & City of Rialto Rialto, Ca 3/15/2018 260K Building Evaluation: Concession Building Public ADA Deficiencies and Works Repair Rialto Fergusson Park Restroom City of Rialto Rialto, Ca 3/15/2018 240K Building Evaluation: Building 1 Public ADA Deficiencies and Works Repair Rialto Fergusson Park Snack Bar City of Rialto Rialto, Ca 3/15/2018 100K Building Evaluation: & Restroom Building 2 Public ADA Deficiencies and Works Repair Rialto Flores Park Restroom City of Rialto Rialto, Ca 3/15/2018 170K Building Evaluation: Public ADA Deficiencies and Works Repair Rialto Jerry Eaves Park City of Rialto Rialto, Ca 3/15/2018 258K Building Evaluation: Restroom & Snack Bar Building 1 Public ADA Deficiencies and Works Repair Rialto Jerry Eaves Park City of Rialto Rialto, Ca 3/15/2018 74K Building Evaluation: Restroom Building 2 Public ADA Deficiencies and Works Repair Rialto City Park Restroom City of Rialto Rialto, Ca 3/15/2018 142K Building Evaluation: Building & Concession Bart Public ADA Deficiencies and Works Repair Rialto City Park Restroom, City of Rialto Rialto, Ca 3/15/2018 360 Building Evaluation: Concession Kitchen and Press Public ADA Deficiencies and Box Bar Building 2 Works Repair Rialto Anderson Park Parking City of Rialto Rialto, Ca In Progress In Building Evaluation: and Path of Travel Walkways Public Progre ADA Deficiencies and Works ss Parking lot and Walkways Repair +-AIDSGROUP 25G-50 APPENDIX PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 Robin O'Neil, PE Electrical Engineer Manager With over 30 years of Electrical Engineering experience, Mr. O'Neil has acquired a great deal of experience and knowledge in the design of various types of Building Electrical systems including power load analysis, low voltage voice/data, emergency power generation, medium to high voltage, lighting and lighting controls, and power distribution. His vast project experience ranges from industrial facilities, hospitals, government, retail centers, restaurants, fast food chains, and office buildings, to various multifamily housing facilities, recreational buildings, and essential buildings, as well as school modernization and construction. Education ■ Bachelor of Science, Civil Engineering, California State University, Long Beach, CA Professional Credentials ■ Professional Electrical Engineer, California (E18557) Professional Affiliations ■ ASHRAE (Past President, Orange Empire Chapter) Relevant Project Experience ■ City of Irvine Workspace Relocation and Tenant Improvements, Police Department Locker Room Expansion, Irvine, CA: The project primarily focused on the expansion of the existing Public Safety department due to recent population growth within the city in the last few years. The current Civic Center houses many department, including Public Safety, and in order to accommodate the expansion, several departments have been slated to be relocated at a different location. ■ Nixon Presidential Library and Museum, Yorba Linda, CA: Serving as the Principal -in -Charge, Rob worked with our MEP team to complete the feasibility review of this project and design upgrades to included new duct distribution throughout the renovation area with re -use of the existing air handlers. New digital controls with remote sensors provided optimum climate control for each individual exhibit area. Linear diffusers were implemented to blend in with the architectural exhibit features. ■ IT Server Room Cooling Improvements, Orange County Sanitation District: Fountain Valley, CA: Rob was Principal -in -Charge for the upgrade of the existing cooling system of the IT Server Room in the Control Center increasing existing cooling capability by replacing existing 1-112" chilled water piping with 2-112" pipe. ■ Orange County Public Works, Emergency Generator Replacement, Orange County, CA: As Principal -in -Charge, Rob oversaw the design services for the replacement of existing generators at several sites. IDS will evaluate the existing emergency electrical distribution systems and normal power interface, check the adequacy of the existing equipment, propose new emergency equipment, and make any necessary design changes to the electrical systems to achieve the required connections for capacity of the new generator unit. A —A IDS GROUP 25G-51 APPENDIX 01- PROPOSAL Space Planning andArchifecturai Consulting Services RFP No. 20-040 Darren B. Smith, PE, BEAP, LEED AP BD+C Mechanical / Plumbing Project Manager r Darren Smith is a registered mechanical engineer with more than 23 years of experience in both design bid build and design build projects. Darren is an , experienced design engineer and project manager with extensive experience in designing and managing numerous construction projects requiring strong cross a' communication at various levels of project ownership. Education kaid kI 0 ■ Bachelor of Science, Mechanical Engineering Technology, Cal Poly, Pomona Professional Credentials ■ Licensed Mechanical Engineer: California (#M30841) ■ LEED: Accredited Professional: Building Design and Construction ■ ASHRAE: BEAP (Building Energy Auditing Professional) Professional Affiliations ■ ASHRAE (Past President, Orange Empire Chapter) Relevant Project Experience ■ William H. Hannon Library; Los Angeles, CA: $120 million, 121,000-sf. The facility, which comprises three above -ground floors and a two-story basement. The basement provides storage for nearly 1.2 million volumes with archival grade temperature and humidity control. Space programming also includes more than 80 collaborative study rooms and workstations; a reading room; a cafe and media lounge; and multi -media spaces. The new facility was designed with a focus on energy efficiency and a small environmental footprint. LEED Gold certified. ■ Amgen Workplace of the Future; Thousand Oaks, CA: Developed system program requirements and goals for designing Amgen's new office of the future. Assisted design and commissioned completed project. ■ Westin Anaheim Resort; Anaheim, CA: The convention center resort is a $25-million Mechanical and Plumbing project for 613-room Hotel. The new four -diamond -level property is slated to open in 2020. Darren led the redesign team for mechanical and plumbing to get the project within budget and improving the energy efficiency of the project to meet the mandated efficiency targets. ■ UC Irvine Strategic Energy Plan: Review of 4.4 million square feet for energy savings projects. Identification, savings calculation and design. Surpassed savings target of 1.23 million dollars per year. (Design Build) Realized savings of 10,420,599 kWh and 174,275 therms per year in order to earn incentives of more than $2 million from the investor -owned utilities. Started January 2009 with construction completion in December. r-AIDSGROUP 25G-52 APPENDIX Submitted by: IDS GROUP 1 Peters Canyon Road, Suite 130 Irvine, CA 92606 T:949.387.8500 ♦ www.idsgi.Corn 9 AftwAh Submitted by: 40 AA IDS GROUP 1 Peters Canyon Road, Suite 130 Irvine, CA 92606 T: 949,387,8500 AL vvww.idsgi.com - f DS G" ROUP April 20, 2020 City of Santa Ana Gabriela P. Lomeli, Project Manager Public Works Agency; M-22 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 SUBJECT: Section 3: Fee Proposal for Space Planning and Architectural Consulting Services. RFP No. 20-040 Dear Ms. Lomeli and Members of the Selection Committee: IDS Group (IDS) is pleased to submit our Fee Proposal to complement our Technical proposal to provide Space Planning and Architectural Consulting Services in response to the City of Santa Ana's Request for Proposal No. 20-040. Fees for on-call/as-needed space planning and architectural consulting services are very project - specific and vary widely in complexity and duration. Schedule of delivery is agreed on and all fees associated with the different tasks are approved prior starting work. In order to determine task -order fees IDS completes the following five steps: 1. The scope of services is broken down by task to be completed. 2. Project team hours to complete tasks are budgeted by team member category. 3. Hourly billing rates by team member category are multiplied by the budgeted hours to arrive at a cost per task. 4. Sums are subtotal by project phase and then the subtotals by phase are added to arrive at the total fee. 5. A budget for reimbursable expenses will be developed and included in the fee proposal as a "not to exceed' sum. Billing for reimbursable expenses during the course of the project will comply with the terms of the standard agreement provided from the City of Santa Ana. Please feel free to contact John Silber, AIA, if you have any questions or concerns relating to our Fee Proposal. Sincerely, DS Group, Inc. John Silber, AIA Principal Architect 1 Peters Canyon Road, Suite 130, Irvine California 92606 ♦ T: 949.387.8500 ♦ F: 949.387.0800 ♦ www.idsgi.com 25G-55 FEE PROPOSAL Space Planning and Architectural Consulting Services RFP No. 20-040 IDS Group, Inc. 2020 Rate Sheet Principal $190 Associate Principal $178 Senior Project Manager I Associate $168 Project Manager $157 Senior Architect or Engineer $146 Senior Cost Estimator $135 Project Architect or Engineer $135 Designer Architect or Engineer $120 Engineering Designer - BIM $105 Two Man Survey Crew $250 Architectural Job Captain I Designer $100 CAD Drafting Engineer I Architect $90 Office Administration $55 Expenses such as, but not limited to, plan check fees, permits, inspections, testing services, title company fees, special delivery charges, plotting/ presentation boards, maps, aerial photographs, and reprographics/ illustrations that may be required for community or other stakeholder presentation, shall be billed to the owner at direct cost plus 5%. .A IDS GROUP 25G-56 Submitted by: IDS GROUP 1 Peters Canyon Road, Suite 130 Irvine, CA 92606 T:949.387.8500 ♦ www.idsgi.Corn Francine R. o+smin•m�nrre,,..m. x. wu Villareal .•. xinv rnmoe A� or CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) 11/16/2020 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 Risk Strategies Company CONTACT NAMEp Risk Strategies Company 2040 Main Street, Suite 450 Irvine, CA 92614 PHONE g49-242-9240INC,FAX No EMAIL ADDRESS: sKoung@risk-strategies.com INSURER(S) AFFORDING COVERAGE NAIC# www.risk-strategies.com CA DOI License No. OF06675 INSURERA: Travelers Indemnity Company of CT 25682 INSURED IDS PetersCan Group, 1 Peters yyon Rd., Ste 130 INSURER B: Travelers Property Casualty Cc of America 25674 INSURER c : Travelers Casualtyand Sure Co America 31194 INSURER D: Irvine CA 92606 INSURER E INSURER F : 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 TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF MMIDD/1'YYY POLICY EXP MM/DDIYYYY LIMITS COMMERCIAL GENERAL LIASILITY CLAIMS -MADE OCCUR ✓ 6809H717919 5/1/2020 5/1/2021 EACH OCCURRENCE s$2000000 DAMAGE TO PREMISES EaEoccO ante $$1,000,000 MED EXP(Any one person) $$10,000 PERSONAL &ADV INJURY $$2,000,000 AGGREGATE LIMIT APPLIES PER: PRO- POLICYE ECT LOC GENERALAGGREGATE $$4,000,000 GEN'L PRODUCTS-COMP/OP AGG $$4000,000 $ OTHER: A AUTOMOBILE LIABILITY BA81`335897 5/1/2020 5/1/2021 Eaeml EDtSINGLE LIMIT $$1,000,000 BODILY INJURY (Per person) $ ✓ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident ( ) $ ✓ HIRED NON-0WNED AUTOS ONLY ✓ AUTOS ONLY PROPERTY DAMAGE Per accident $ B �/ UMBRELLA LIAR �/ OCCUR CUP71<299343 5/1/2020 5/1/2021 EACH OCCURRENCE $ 9000000 AGGREGATE $$9 00Q 000 EXCESS LIAR CLAIMS -MADE DED I ✓ I RETENTION$() $ 1 B WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY YIN ANYPROPRIETOR/PARTNERIEXECUTIVE OFFICERIMEMBER EXCLUDED i NIA UB4K463295 5/1/2020 5/1/2021 PER OTH- ✓ STATUTE ER E.L. EACH ACCIDENT $ $1,000000 E.L. DISEASE - EA EMPLOYEE $ 1 QD (Mandate, in NH) If yes, describe under E.L. DISEASE -POLICY LIMIT $ $1,000,000 DESCRIPTION OF OPERATIONS below C Professional Liability 107008332 11/12/2020 11/12/2021 Per Claim: $3,000,000 Aggregate: $3,000,000 DESCRIPTION OF OPERATIONS) LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space !.required) Projects as on file with the insured including but not limited to RFP 20-040, On -Call Space Planning and Architectural Consulting Services. City of Santa Ana, its officers, agents, employees, volunteers and representatives are named as additionally insured on this policy pursuant to written contract, agreement, or memorandum of understanding. Such insurance as is afforded by this policy shall be primary, and any insurance carried by City shall be excess and noncontributory. The above policies contain a 30-day notice provision for non -renewal and cancellation, 10-day notice for non-payment of premium. City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana CA 92701 ACORD 25 (2016103) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Michael Christian The ACORD name and logo are registered marks of ACORD RakMnugemmtDiValon 1�9y REVIEWED& APPRtol Sr Risk Management Analyst 5a637888 120-21 GL-AL-0L-WC-PI, I Sherry Young 111116/2020 12:3a:24 PM (PST) I Page 1 of 3 Insured: IDS Group, Inc. Policy No.: 6809H717919 Effective Date:5/l/2020 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED (ARCHITECTS, ENGINEERS AND SURVEYORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART 1. The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that you agree in a "written contract requiring insurance" to include as an additional insured on this Coverage Part, but: a. Only with respect to liability for "bodily injury", "property damage" or "personal injury'; and b. If, and only to the extent that, the injury or damage is caused by acts or omissions of you or your subcontractor in the performance of "your work" to which the "written contract requiring insurance" applies, or in connection with premises owned by or rented to you. The person or organization does not qualify as an additional insured: c. With respect to the independent acts or omissions of such person or organization; or d. For "bodily injury", "property damage" or "personal injury" for which such person or organization has assumed liability in a contract or agreement. The insurance provided to such additional insured is limited as follows: e. This insurance does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this Coverage Part. f. This insurance does not apply to the rendering of or failure to render any "professional services". g. In the event that the Limits of Insurance of the Coverage Part shown in the Declarations exceed the limits of liability required by the "written contract requiring insurance", the insurance provided to the additional insured shall be limited to the limits of liability required by that "written contract requiring insurance". This endorsement does not increase the limits of insurance described in Section III — Limits Of Insurance. III This insurance does not apply to "bodily injury" or "property damage" caused by "your work" and included in the "products - completed operations hazard" unless the "written contract requiring insurance" specifically requires you to provide such coverage for that additional insured, and then the insurance provided to the additional insured applies only to such "bodily injury" or "property damage" that occurs before the end of the period of time for which the "written contract requiring insurance" requires you to provide such coverage or the end of the policy period, whichever is earlier. 2. The following is added to Paragraph 4.a. of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: The insurance provided to the additional insured is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured for a loss we cover. However, if you specifically agree in the "written contract requiring insurance" that this insurance provided to the additional insured under this Coverage Part must apply on a primary basis or a primary and non-contributory basis, this insurance is primary to other insurance available to the additional insured which covers that person or organizations as a named insured for such loss, and we will not share with the other insurance, provided that: (1) The "bodily injury' or "property damage" for which coverage is sought occurs; and (2) The "personal injury" for which coverage is sought arises out of an offense committed; after you have signed that "written contract requiring insurance". But this insurance provided to the additional insured still is excess over valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured when that person or organization is an additional insured under any other insurance. RidrMougeme dDivision CG D3 81 09 15 © 2015 The Travelers Indemnity company. All rights reserved. � � ���,, Rwewee&APPROBy. Includes the copyrighted material of Insurance Services Office, Inc., with its permissi 5' Fo+�*c: sa Z Vdt, 6 9%��-- Ruk Management Analyst 58637888 1 20-21 GL-A -m, WC-PL I Sherry Young 111/16/2020 12:38:24 PM (PST) I Page 2 of 3 COMMERCIAL GENERAL LIABILITY 3. The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: We waive any right of recovery we may have against any person or organization because of payments we make for "bodily injury", "property damage" or "personal injury" arising out of "your work" performed by you, or on your behalf, done under a "written contract requiring insurance" with that person or organization. We waive this right only where you have agreed to do so as part of the "written contract requiring insurance" with such person or organization signed by you before, and in effect when, the "bodily injury" or "property damage" occurs, or the "personal injury' offense is committed. 4. The following definition is added to the DEFINITIONS Section: "Written contract requiring insurance" means that part of any written contract under which you are required to include a person or organization as an additional insured on this Coverage Part, provided that the "bodily injury" and "property damage" occurs and the "personal injury" is caused by an offense committed: a. After you have signed that written contract; b. While that part of the written contract is in effect; and c. Before the end of the policy period. 00 RIAMnugeme dDhisim Page 2 of 2 ® 2015 The Travelers Indemnity Company. All rights reserved. : REvlearm & APPRWM Br. Includes the copyrighted material of Insurance Services Office, Inc.. win its permissi F W W� z VS.WW rl RIMIM ftMManagement Analyst SR637899 120-21 GL-AL-0L-WC-PL I Sherry Young 111/16/2020 12:38:24 PM (PST) I Page 3 of 3 01 Digitally signed by Francine R. Francine R. Villareal Villareal A� " CERTIFICATE OF LIABILITY INSURANCE [ �­, ­, n, n, , -n,, 0 DATE (MM/DD/YYYY) 8/31/DD/Y 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 Risk Strategies Company CONTACT NAME: Risk Strategies Company 2040 Main Street, Suite450 Irvine, CA 92614 PHONE Ext: 949-242-9240 FAX,No: E-MAIL ADDRESS: syoung@risk-strategies.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Travelers Indemnity Company of CT 25682 www.risk-strategies.com CA DOI License No. OF06675 INSURED IDS Group Inc. 1 Peters Canyon Rd., Ste 130 Irvine CA 92606 INSURER B : Travelers Property Casualty Co of America 25674 INSURERC: Travelers Casualty and Surety Co America 31194 INSURER D7 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: F,nrsg145 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 TYPE OF INSURANCE ADDL INSD SUBR WVD POLICYNUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A �/ COMMERCIAL GENERAL LIABILITY ✓ 6809H717919 5/1/2021 5/1/2022 EACH OCCURRENCE $$2,000,000 CLAIMS -MADE EVI OCCUR DAMAGE TO PREMISES (EaoccurrDenC.)$$1,000,000 VIED EXP (Any one person) $$10,000 PERSONAL & ADV INJURY $$2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERALAGGREGATE $$4,000,000 PRO - POLICY ✓� ECT LOC PRODUCTS - COMP/OP AGG $ $4,000,000 $ OTHER: A AUTOMOBILE LIABILITY ✓ BA8F335897 5/1/2021 5/1/2022CO cccideDtSINGLELIMIT) $$1'000'000 ✓ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ ✓ PROPERTYDAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY ✓ AUTOS ONLY B �/ UMBRELLA LAB �/ OCCUR CUP71<299343 5/1/2021 5/1/2022 EACH OCCURRENCE $$9,000,000 AGGREGATE $$9,000,000 EXCESS LAB CLAIMS -MADE DED ✓ RETENTION $0 $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY /N ANYPROPRIETOR/PARTNER/EXECUTIVE Y❑ UB4K463295 5/1/2021 5/1/2022 PER ,/ STATUTE EERH E.L. EACH ACCIDENT $$1,000,000 OFFICER/MEMBER EXCLUDED? N/A E.L. DISEASE - EA EMPLOYEE $$1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $$1,000,000 C Professional Liability 107008332 11/12/2020 11/12/2021 Per Claim: $3,000,000 Aggregate: $ 3 , 0 00 , 0 00 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) Re: Agreement #2018-185 & 2016-136; A-2021-058; A-2020-230-01; RFP #18-031. City of Santa Ana, officers, agents, employees, and volunteers are named as additionally insured on this policy pursuant to written contract, agreement, or memorandum of understanding. Such insurance as is afforded by this policy shall be primary, and any insurance carried by City shall be excess and noncontributory. City will be mailed 30 days written notice of policy cancellation. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: Risk Management Division ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza Santa Ana CA 92701 AUTHORIZED REPRESENTATIVE N RA Management Division RSC Insurance Brokerage 3 r REVIEWED &APPROVED BY.- © 1988-2015 ACORD ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD �' Risk Management Analyst 63689145 121-22 GL-AL-UL-WC, 20-21 PL Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 1 of 8 Insured: IDS Group, Inc. Policy No.:6809H717919 Effective Date:5/1/2021 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED (ARCHITECTS, ENGINEERS AND SURVEYORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART The following is added to SECTION II — WHO IS AN INSURED: Any person or organization that you agree in a "written contract requiring insurance" to include as an additional insured on this Coverage Part, but: a. Only with respect to liability for "bodily injury" "property damage" or "personal injury'; and b. If, and only to the extent that, the injury or damage is caused by acts or omissions of you or your subcontractor in the performance of "your work" to which the "written contract requiring insurance" applies, or in connection with premises owned by or rented to you. The person or organization does not qualify as an additional insured: c. With respect to the independent acts or omissions of such person or organization; or d. For "bodily injury" "property damage" or "personal Injury" for which such person or organization has assumed liability in a contract or agreement. The insurance provided to such additional insured is limited as follows: e. This insurance does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this Coverage Part. f. This insurance does not apply to the rendering of or failure to render any "professional services". g. In the event that the Limits of Insurance of the Coverage Part shown in the declarations exceed the limits of liability required by the "written contract requiring insurance", the insurance provided to the additional insured shall be limited to the limits of liability required by that "written contract requiring insurance". This endorsement does not increase the limits of insurance described in Section III — Limits Of Insurance. h. This insurance does not apply to "bodily injury" or "property damage" caused by "your work" and included in the "products - completed operations hazard" unless the "written contract requiring insurance" specifically requires you to provide such coverage for that additional insured, and then the insurance provided to the additional Insured applies only to such "bodily Injury" or "property damage" that occurs before the end of the period of time for which the "written contract requiring Insurance" requires you to provide such coverage or the end of the policy period, whichever is earlier. 2. The following is added to Paragraph 4.a. of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: The insurance provided to the additional insured is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured for a loss we cover. However, if you specifically agree in the "written contract requiring insurance" that this insurance provided to the additional insured under this Coverage Part must apply on a primary basis or a primary and non-contributory basis, this insurance is primary to other insurance available to the additional insured which covers that person or organizations as a named insured for such loss, and we will not share with the other insurance, provided that: (1) The "bodily injury" or "property damage" for which coverage is sought occurs; and (2) The "personal injury" for which coverage is sought arises out of an offense committed; after you have signed that "written contract requiring insurance". But this insurance provided to the additional insured still is excess over valid and collectible other insurance, whether primary, excess, contingent or on any other basis, that is available to the additional insured when that person or organization is an additional insured under any other insurance. CG D3 81 03 15 Q 2015 The Travelers Indemnity Company. All rights reserved. Includes the copyrighted material of Insurance Services Office, Inc., with its permissi( 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 2 of 8 Horzarya RAManagmentDivisian REVIEWED & APPROVED BY. - Risk Management Analyst COMMERCIAL GENERAL LIABILITY 3. The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: We waive any right of recovery we may have against any person or organization because of payments we make for "bodily injury" "property damage" or "personal injury" arising out of "your work" performed by you, or on your behalf, done under a "written contract requiring insurance" with that person or organization. We waive this right only where you have agreed to do so as part of the "written contract requiring insurance" with such person or organization signed by you before, and in effect when, the "bodily injury" or "property damage" occurs, or the "personal injury' offense is committed. 4. The following definition is added to the DEFINITIONS Section: 'Written contract requiring insurance" means that part of any written contract under which you are required to include a person or organization as an additional insured on this Coverage Part, provided that the "bodily injury" and "property damage" occurs and the "personal injury" is caused by an offense committed: a. After you have signed that written contract; b. While that part of the written contract is in effect; and c. Before the end of the policy period. Page 2 of 2 Q 2015 The Travelers Indemnity Company. All rights reserved. Includes the copyrighted material of Insurance Services Office, Inc., with its permissi 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 3 of 8 �oRaN� 3r RAManag:lmentDiviaian REVIEWED & APPROVED BY. Risk Management Analyst IDS Group, Inc. BA8F335897 5/1 /2021 COMMERCIAL AUTO THIS ENDORSEMENT CHANCES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies Insurance provided under the following: BUSINESS AUTO COVERAGE FORM GENERAL DESCRIPTION OF COVERAGE -- This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described In any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement, The following listing Is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what Is and Is not covered. A. BROAD FORM NAMED INSURED B, BLANKET ADDITIONAL INSURED C. EMPLOYEE HIRED AUTO D. EMPLOYEES AS INSURED E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS F. HIRED AUTO -- LIMITED WORLDWIDE COV- ERAGE — INDEMNITY BASIS G. WAIVER OF DEDUCTIBLE — GLASS PROVISIONS A. BROAD FORM NAMED INSURED The following Is added to Paragraph A.1,, Who Is An Insured, of SECTION 11—COVERED AUTOS LIABILITY COVERAGE: Any organization you newly acquire or form dur- Ing the policy period over which you maintain 50% or more ownership interest and that is not separately insured for Business Auto Coverage. Coverage under this provision Is afforded only un- til the 180th day after you acquire or form the or- ganization or the end of the policy period, which- ever Is earlier. B. BLANKET ADDITIONAL INSURED The following Is added to Paragraph c. in A,1., Who Is An Insured, of SECTION 11— COVERED AUTOS LIABILITY COVERAGE: Any person or organization who Is required under a written contract or agreement between you and that person or organization, that Is signed and executed by you before the "bodily Injury" or "property damage" occurs and that Is in effect during the policy period, to be named as an addi- tional Insured Is an "Insured" for Covered Autos Liability Coverage, but only for damages to which H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE -- INCREASED LIMIT I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT J. PERSONAL PROPERTY K. AIRBAGS L, NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS M. BLANKET WAIVER OF SUBROGATION N. UNINTENTIONAL ERRORS OR OMISSIONS this insurance applies and only to the extent that person or organization qualifies as an "Insured" under the Who Is An Insured provision contained In Section II, C. EMPLOYEE HIRED AUTO 1. The following is added to Paragraph A.1., Who Is An Insured, of SECTION It — COW ERED AUTOS LIABILITY COVERAGE: An "employee" of yours is an "insured" while operating an "auto" hired or rented under a contract or agreement In an "employee's" name, with your permission, while performing duties related to the conduct of your busl- ness. 2. The following replaces Paragraph b. In 8.6., Other Insurance, of SECTION IV — BUSI- NESS AUTO CONDITIONS: b. For Hired Auto Physical Damage Cover- age, the following are deemed to be cov- ered "autos" you own: (1) Any covered "auto" you lease, hire, rent or borrow; and (2) Any covered "auto" hired or rented by your "employee" under a contract in an "employee's" name, with your CA T3 63 02 16 0 2045 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services ©ffrce, Inc, vdth Its permission. rznry RiskMmWmentDMsian ' REVIEWED & APPROVED BY.- 3; r Risk Management Analyst 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 4 of 8 COMMERCIAL AUTO) permission, while performing duties related to the conduct of your busi- ness, However, any "auto" that Is leased, hired, rented or borrowed with a driver is not a covered "auto", D. EMPLOYEES AS INSURED The following Is added to Paragraph A.'I., Who Is An Insured, of SECTION 11— COVERED AUTOS LIABILITY COVERAGE: Any "employee" of yours Is an "insured" while us- ing a covered "auto" you don't own, hire or borrow in your business or your personal affairs. E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS 4. The following replaces Paragraph A.2.a.(2), of SECTION 11— COVERED AUTOS LIABIL- ITY COVERAGE: (2) Up to $3,000 for cost of bail bonds (in- cluding bonds for related traffic law viola- tions) required because of an "accident" we cover. We do not have to furnish these bonds. 2. The following replaces Paragraph A.2.a,(4), of SECTION 11 -- COVERED AUTOS LIABIL- ITY COVERAGE: (4) All reasonable expenses incurred by the "Insured" at our request, including actual loss of earnings up to $500 a day be- cause of time off from work. F. HIRED AUTO -- LIMITED WORLDWIDE COV- ERAGE — INDEMNITY 13ASIS The following replaces Subparagraph (5) in Para- graph 8.7., Policy Period, Coverage Territory, of SECTION IV — BUSINESS AUTO CONDI- TIONS: (5) .Anywhere In the world, except any country or jurisdiction while any trade sanction, em- bargo, or similar regulation Imposed by the United States of America applies to and pro- hibits the transaction of business with or within such country or jurisdiction, for Cov- ered Autos Liability Coverage for any covered "auto" that you lease, hire, rent or borrow without a driver for a period of 30 days or less and that is not an "auto" you lease, hire, rent or borrow from any of your "employees", partners (If you are a partnership), members (if you are a limited liability company) or members of their households, (a) With respect to any claim made or "suit" brought outside the United States of America, the territories and possessions of the United States of America, Puerto Rico and Canada. (1) You must arrange to defend the "in- sured" against, and Investigate or set- tle any such claim or "suit" and keep us advised of all proceedings and ac- tions. (II) Neither you nor any other Involved "Insured" will make any settlement without our consent. (iii) We may, at our discretion, participate In defending the "insured" against, or in the settlement of, any claim or "suit (iv) We will reimburse the "insured" for sums that the "insured" legally must pay as damages because of "bodily Injury" or "property damage" to which this Insurance applies, that the "in- sured" pays with our consent, but only up to the limit described In Para- graph C., Limits Of Insurance, of SECTION 11 — COVERED AUTOS LIABILITY COVERAGE, (v) We will reimburse the "Insured" for the reasonable expenses incurred with our consent for your Investiga- tion of such claims and your defense of the "Insured" against any such "suit", but only up to and Included within the limit described In Para- graph C., Limits Of Insurance, of SECTION 11 — COVERED AUTOS LIABILITY COVERAGE, and not In addition to such limit. Our duty to make such payments ends when we have used up the applicable limit of Insurance In payments for damages, settlements or defense expenses, (b) This Insurance is excess over any valid and collectible other Insurance available to the "insured" whether primary, excess, contingent or on any other basis, (c) This Insurance is not a substitute for re- quired or compulsory insurance In any country outside the United States, its ter- ritories and possessions, Puerto Rico and Canada. Page 2 of 4 02015 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance 5ervlces Office, Inc, with Its permission. Risk Management DMsian rREVIEWED & APPROVED BY. - Risk Management Analyst 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 5 of 8 You agree to maintain all required or compulsory Insurance In any such coun- try up to the minimum limits required by local law. Your failure to comply with compulsory insurance requirements will not Invalidate the coverage afforded by this policy, but we will only be liable to the same extent we would have been liable had you complied with the compulsory in- surance requirements. (d) It Is understood that we are not an admit- ted or authorized insurer outside the United States of America, Its territories and possessions, Puerto Rico and Can- ada. We assume no responsibility for the furnishing of certificates of Insurance, or for compliance in any way with the laws of other countries relating to Insurance. G. WAIVER OF DEDUCTIBLE — GLASS The following Is added to Paragraph D., Deducti- ble, of SECTION III — PHYSICAL DAMAGE COVERAGE: No deductible for a covered "auto" will apply to glass damage if the glass is repaired rather than replaced. H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE -- INCREASED LIMIT The following replaces the last sentence of Para- graph AA.b., Loss Of Use Expenses, of SEC- TION III — PHYSICAL DAMAGE COVERAGE: However, the most we will pay for any expenses for loss of use Is $65 per day, to a maximum of $750 for any one "accident". I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT The following replaces the first sentence In Para- graph A.4.a„ Transportation Expenses, of SECTION III — PHYSICAL DAMAGE COVER- AGE: We' will pay up to $50 per day to a maximum of $1,500 for temporary transportation expense in- curred by you because of the total theft of a cov- ered "auto" of the private passenger type. J. PERSONAL PROPERTY The following Is added to Paragraph A.4„ Cover- age Extensions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Personal Property We will pay up to $400 for "loss" to wearing ap- parel and other personal property which is: (1) Owned by an "Insured"; and COMMERCIAL AUTO (2) In or on your covered "auto", This coverage applies only In the event of a total theft of your covered "auto". No deductibles apply to this Personal Property coverage, K. AIRBAGS The following Is added to Paragraph B.3., Exclu- sions, of SECTION III -- PHYSICAL DAMAGE COVERAGE: Exclusion 3.a, does not apply to "loss" to one or more airbags in a covered "auto" you own that In- flate due to a cause other than a cause of "loss" set forth In Paragraphs A.9.b. and A.'I.c., but only: a. If that "auto" Is a covered "auto" for Compre- hensive Coverage under this policy; b. The alrbags are not covered under any war- ranty; and c. The airbags were not intentionally Inflated, We will pay up to a maximum of $1,000 for any one "loss", L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS The following is added to Paragraph A,2,a., of - SECTION IV — BUSINESS AUTO CONDITIONS: Your duty to give us or our authorized representa- tive prompt notice of the "accident" or "loss" ap- plies only when the "accident" or "loss" Is known to: (a) You (if you are an Individual); (b) A partner Of you are a partnership); (c) A member (if you are a limited liability com- pany); (d) An executive officer, director or insurance manager (If you are a corporation or other or- ganization); or (e) Any "employee" authorized by you to give no- tice of the "accident" or "loss". M. BLANKET WAIVER OF SUBROGATION The following replaces Paragraph A.B., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — BUSINESS AUTO CONDI- TIONS: 6. Transfer Of Rights Of Recovery Against Others To Us We waive any right of recovery we may have against any person or organization to the ex- tent required of you by a written contract signed and executed prior to any "accident" or "loss", provided that the "accident" or "loss" arises out of operations contemplated by CA T3 53 02 16 ® 2015 The Travelers Indemnity Company, All rights reserved. Risk Mwag""entDMsiu t Includes copyrighted material of Insurance Services Office, Inc. with Its permission, r fdEVlEuveD & APPROVED sr: );' Risk Management Analyst 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 6 of 8 COMMERCIAL. AUTO such contract. The waiver applies only to the The unintentional omission of, or unintentional person or organization designated In such error in, any Information given by you shall not contract. prejudice your righis under this insurance, How- N. UNINTENTIONAL ERRORS OR OMISSIONS ever this provision does not affect our right to col - The following is added to Paragraph B,2,, Con- lect additional premium or exercise our right of cealment, Misrepresentation, Or Fraud, of cancellation or non -renewal. SECTION IV BUSINESS AUTO CONDITIONS., Page 4 of 4 0 2016 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of insurance services Office, Inc. with Its permission. 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 7 of 8 Q N rznry ' RiskManagementDiAsian REVIEWED & APPROVED BY. - Risk Management Analyst 6809H717919 BA8F335897 POLICY NUMBER: UB4K463295 CUP71<299343 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED ENTITY- NOTICE OF CANCELLATION PROVIDED BY US This endorsement modifies insurance provided under the following: ALL COVERAGE PARTS INCLUDED IN THIS POLICY SCHEDULE CANCELLATION: Number of Days Notice of Cancellation: 30 PERSON OR City of Santa Ana ORGANIZATION: Attn: Risk Management Division ADDRESS: 20 Civic Center Plaza Santa Ana CA 92701 PROVISIONS: If we cancel this policy for any statutorily permitted reason other than nonpayment of premium, and a number of days is shown for cancellation in the schedule above, we will mail notice of cancellation to the person or organization shown in the schedule above. We will mail such notice to the address shown in the schedule above at least the number of days shown for cancellation in the schedule above before the effective date of cancellation. IL T4 05 03 11 © 2011 The Travelers Indemnity Company. All rights reserved. 63689145 121-22 GL-AL-UL-WC, 20-21 PL I Sherry Young 18/31/2021 4:23:14 PM (PDT) I Page 8 of 8 Page 1 of 1 Q rznry ' RiskMwagemedDiMsiun REVIEWED & APPROVED BY. - Risk Management Analyst NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor IDS Group, Inc. Name: Project A-2020-230-01 Number: Project A-2020-230-01 Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE Cert for City of Santa Ana - Public Health AUTOMOBILE LIABILITY BA7R248947 05/01/2023 10/27/2022 Plaza & Wellness Programming (Revive Santa Ana).pdf Cert for City of Santa Ana - Public Health GENERAL LIABILITY 6809H717919 05/01/2023 10/27/2022 Plaza & Wellness Programming (Revive Santa Ana).pdf COI - City of Santa PROFESSIONAL LIABILITY 107008332 11/12/2023 11/14/2022 Ana_IDS Group_22_23.pdf Cert for City of Santa Ana - Public Health WORKERS COMPENSATION AND UB4K463295 05/01/2023 10/27/2022 Plaza & Wellness EMPLOYERS' LIABILITY Programming (Revive Santa Ana).pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 11/23/2022 12:18 PM 75/8/2025 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: Sherr YDun Risk Strategies Company PHONE FAX 2040 Main Street, Suite 450 A/C No Ext: 949-242-9237 (A/C,No Irvine, CA 92614 ADDRESS: syoung@risk-strategies.com INSURER(S)AFFORDING COVERAGE NAIC# www.risk-strategies.com CA DOI License No.OF06675 INSURERA: Travelers Property Casualty Cc of America 25674 INSURED INSURERB: Hartford Casualty Insurance Company 29424 IDS Group Inc. INSURERC: Arch Insurance Company 11150 1 Peters Canyon Rd., Ste 130 Irvine CA 92606 INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 85214177 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 TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR I POLICY NUMBER MM/DD/YYYY MM/DDIYYYY A �/ COMMERCIAL GENERAL LIABILITY �/ �/ 6809H717919 5/1/2025 5/1/2026 EACH OCCURRENCE $2,000,000 CLAIMS-MADE � OCCUR PREM SESOEa oNTE cur ance $1,000,000 MED EXP(Any one person) $10,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY ✓� JECT LOC PRODUCTS-COMP/OPAGG $4,000,000 OTHER: $ A AUTOMOBILE LIABILITY BA7R248947 5/1/2025 5/1/2026 COMBINED SINGLE LIMIT $ Ea accident 1,000,000 ✓ ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ ✓ AUTOS ONLY ✓ AUTOS ONLY Per accident A �/ UMBRELLALIAB f OCCUR CUP71<299343 5/1/2025 5/1/2026 EACH OCCURRENCE $9,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $9,000,000 DED ✓ RETENTION$0 $ B WORKERS COMPENSATION ✓ 72WEGAX2CTE 5/1/2025 5/1/2026 ,/ SPER TATUTE EORH AND EMPLOYERS'LIABILITY Y I N ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? ❑ NIA (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 C Professional Liability PAAEP0162701 11/12/2024 11/12/2025 Per Claim: $3,000,000 Aggregate: $3,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Projects as on file with the insured including but not limited to RFP 20-040,On-Call Space Planning and Architectural Consulting Services. City of Santa Ana,its City Council,officials,officers, employees,agents,and volunteers are named as additional insureds and primary/non-contributory clause applies to the general and auto liability policies and a waiver of subrogation in favor of the additional insureds applies to the general,auto and work comp policies-see attached endorsements. 30-day notice for non-renewal and cancellation, 10-day notice for non-payment of premium applies. APPROVED CERTIFICATE HOLDER By Tu Tran Nguyen at 8:51 am,May 12,2025 CANCELLATION Digitallysigned SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana Tu Tran byTuTran THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: PWA- Parks, Fleet& Facilities Nguyen ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza M-11 Nguyen Date:20Zo oo2 Santa Ana CA 92701 AUTHORIZED REPRESENTATIVE , RSC Insurance Brokerage ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 85214177 1 25-26 GL-AL-OL-WC, 24-25 PL I Sherry Young 1 5/8/2025 3:11:07 PM (PDT) I Page 1 of 9 Insured:IDS Group, Inc. Policy No. : 6809H717919 COMMERCIAL GENERAL LIABILITY Effective Date:5/1/2025 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED (ARCHITECTS, ENGINEERS AND SURVEYORS) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART 1. The following is added to SECTION II — WHO IS h. This insurance does not apply to "bodily AN INSURED: injury" or "property damage" caused by "your Any person or organization that you agree in a work" and included in the "products- ., written contract requiring insurance to include as completed operations hazard" unless the an additional insured on this Coverage Part, but: "written contract requiring insurance" specifically requires you to provide such a. Only with respect to liability for"bodily injury", coverage for that additional insured, and then "property damage" or"personal injury"; and the insurance provided to the additional b. If, and only to the extent that, the injury or insured applies only to such "bodily injury" or damage is caused by acts or omissions of "property damage" that occurs before the end you or your subcontractor in the performance of the period of time for which the "written of "your work" to which the "written contract contract requiring insurance" requires you to requiring insurance" applies, or in connection provide such coverage or the end of the with premises owned by or rented to you. policy period, whichever is earlier. The person or organization does not qualify as an 2. The following is added to Paragraph 4.a. of additional insured: SECTION IV — COMMERCIAL GENERAL c. With respect to the independent acts or LIABILITY CONDITIONS: omissions of such person or organization; or The insurance provided to the additional insured d. For "bodily injury" "property damage" or is excess over any valid and collectible other "personal injury" for which such person or insurance, whether primary, excess, contingent or organization has assumed liability in a on any other basis, that is available to the additional insured for a loss we cover. However, if contract or agreement. you specifically agree in the "written contract The insurance provided to such additional insured requiring insurance" that this insurance provided is limited as follows: to the additional insured under this Coverage Part e. This insurance does not apply on any basis to must apply on a primary basis or a primary and any person or organization for which non-contributory basis, this insurance is primary coverage as an additional insured specifically to other insurance available to the additional is added by another endorsement to this insured which covers that person or organizations Coverage Part. as a named insured for such loss, and we will not share with the other insurance, provided that: f. This insurance does not apply to the 1 The "bodilyinjury" or "property e" for rendering of or failure to render any ( � in try p y damage" "professional services". which coverage is sought occurs; and g. In the event that the Limits of Insurance of the (2) The "personal injury" for which coverage is Coverage Part shown in the Declarations sought arises out of an offense committed; exceed the limits of liability required by the after you have signed that "written contract "written contract requiring insurance", the requiring insurance". But this insurance provided insurance provided to the additional insured to the additional insured still is excess over valid shall be limited to the limits of liability required and collectible other insurance, whether primary, by that "written contract requiring insurance". excess, contingent or on any other basis, that is This endorsement does not increase the available to the additional insured when that limits of insurance described in Section III — person or organization is an additional insured Limits Of Insurance. under any other insurance. CG D3 81 09 15 Q 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 2 Includes the copyrighted material of Insurance Services Office, Inc., with its permission 85214177 1 25-26 GL-AL-UL-WC, 29-25 PL I Shexxy Young 1 5/8/2025 3:11:07 PM (PDT) I Page 2 of 9 COMMERCIAL GENERAL LIABILITY 3. The following is added to Paragraph 8., Transfer 4. The following definition is added to the Of Rights Of Recovery Against Others To Us, DEFINITIONS Section: of SECTION IV — COMMERCIAL GENERAL 'Written contract requiring insurance" means that LIABILITY CONDITIONS: part of any written contract under which you are We waive any right of recovery we may have required to include a person or organization as an against any person or organization because of additional insured on this Coverage Part, payments we make for "bodily injury", "property provided that the "bodily injury" and "property damage" or "personal injury" arising out of "your damage" occurs and the "personal injury" is work" performed by you, or on your behalf, done caused by an offense committed: under a "written contract requiring insurance" with that person or organization. We waive this right a. After you have signed that written contract; only where you have agreed to do so as part of b. While that part of the written contract is in the "written contract requiring insurance" with effect; and such person or organization signed by you before, and in effect when, the "bodily injury" or c. Before the end of the policy period. „property damage" occurs, or the "personal injury' offense is committed. Page 2 of 2 Q 2015 The Travelers Indemnity Company. All rights reserved. CG D3 81 09 15 Includes the copyrighted material of Insurance Services Office, Inc., with its permission 85214177 1 25-26 GL-AL-UL-WC, 29-25 PL I She—y Young 1 5/8/2025 3:11:07 PM (PDT) I Page 3 of 9 POLICY NO. :BA7R248947 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 — LIABILITY CONDITIONS: 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 Liability Coverage, organization, that is signed by you before the but only for damages to which this insurance "bodily injury" or "property damage" occurs and applies and only to the extent of that person's or that is in effect during the policy period, requires organization's liability for the conduct of another this insurance to be primary and non-contributory. "insured". CA T4 74 08 17 ©2016 The Travelers Indemnity Company.All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc.with its permission. 85-14177 1 25-26 GL-AL-OL-WC, 24-25 PL I Sherry Young 1 5/8/2025 3:11:07 PCB (PDT) I Page 4 of 9 IDS Group, Inc. BA7 R248947 5/1/2025 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE HEAD IT CAREFULLY. I BUSINESSAUTO EXTENSION ENDORSEMENT This endorsement modifies Insurance provided under the following: BUSINESS AUTO COVERAGE FORM GENERAL DESCRIPTION OF COVERAGE—This endorsement broadens coverage. However,coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or Iimited by another endorsement to the Coverage Fart, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing Is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights,duties, and what Is and Is not covered. A. BROAD FORM NAMED INSURED H. HIRED AUTO PHYSICAL DAMAGE—LOSS OF B. BLANKET ADDITIONAL INSURED USE—INCREASED LIMIT C. EMPLOYEE HIRED AUTO 1. PHYSICAL DAMAGE -- TRANSPORTATION EXPENSES—INCREASED LIMIT D. EMPLOYEES AS INSURED J. PERSONAL PROPERTY E. SUPPLEMENTARY PAYMENTS — INCREASED K. AIRBAGS LIMITS L, NOTICE AND KNOWLEDGE OF ACCIDENT OR F. HIRED AUTO -- LIMITED WORLDWIDE COV- LOSS ERAGE—INDEMNITY BASIS M. BLANKET WAIVER OF SUBROGATION G. WAIVER OF DEDUCTIBLE--GLASS N. UNINTENTIONAL ERRORS OR OMISSIONS PROVISIONS A. BROAD FORM NAMED INSURED this Insurance applies and only to the extent that The following Is added to Paragraph A.1., Who Is person or organization qualifies as an "insured" E An Insured, of SECTION 11—COVERED AUTOS under the Who Is An Insured provision contained LIABILITY COVERAGE: in Section 11, Any organization you newly acquire or form dur- C. EMPLOYEE HIRED AUTO ing the policy period over which you maintain 1. The following Is added to Paragraph A,1., 50% or more ownership interest and that Is not Who Is An Insured, of SECTION 11 — COW separately insured for Business Auto Coverage. ERED AUTOS LIABILITY COVERAGE: Coverage under this provision Is afforded only un- An "employee" of yours is an "insured" while til the 180th day after you acquire or form the or- operating an "auto" hired or rented under a ganization or the end of the policy period, which- contract or agreement In an "employee's" ever Is earlier. name, with your permission, while performing duties related to the conduct of your busl- B. BLANKET ADDITIONAL INSURED ness. The following Is added to Paragraph c, In A,1., 2. The following replaces Paragraph b. in 8.6., Who Is An Insured, of SECTION 11 —COVERED Other Insurance, of SECTION 1V — BUSI- AUTOS LIABILITY COVERAGE: NESS AUTO CONDITIONS: Any person or organization who Is required under b. For Hired Auto Physical Damage Cover- a written contract or agreement between you and age, the following are deemed to be cov- that person or organlzatlon, that Is signed and ered "autos"you own: executed by you before the "bodlly injury" or (1) Any covered "auto" you lease, hire, "property damage" occurs and that is In effect rent or borrow; and during the policy period, to be named as an addi- (2) Any covered "auto" hired orrented by tional Insured Is an "Insured" for Covered Autos your "employee" under a contract in Liability Coverage, but only for damages to which an "employee's" name, with your CA T3 63 02 16 0201S The Travelers indemnity company.All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services©(lice,Inc,with Its permission. 85214177 25-26 GL-AL-UL-WC, 29-25 PL I Shexxy Young 1 5/8/2025 3:11:07 PM (PDT) I Page 5 of 9 COMMERCIAL AUTO i permission, while performing duties (a) With respect to any claim made or "suit" related to the conduct of your busi- brought outside the United States of ness, America, the territories and possessions However, any "auto"that is leased, hired, of the United States of America, Puerto rented or borrowed with a driver Is not a Rico and Canada: covered "auto", (1) You must arrange to defend the "in- D. EMPLOYEES AS INSURED sured"against, and investigate or set- Tha following Is added to Paragraph A.1., Who Is tle any such claim or "suit" and keep An Insured, of SECTION 11--COVERED AUTOS us advised of all proceedings and ac- LIABILITY COVERAGE: icons. Any "employee"of yours Is an "insured"while us- (II) Neither you nor any other Involved "insured" vrlll make any settlement ing a covered"auto" you don't own, hire or borrow without our consent. in your business or your personal affairs. E. SUPPLEMENTARY PAYMENTS -- INCREASED (lit)We may, at our discretion, participate LIMITS In defending the "insured" against, or in the settlement of, any claim or 1. The following replaces Paragraph A.2.a.(2), "suit of SECTION 11--COVERED AUTOS LIABIL- ITY (iv)We will reimburse the "insured" for COVERAGE: sums that the "Insured" legally must (2) Up to $3,000 for cost of ball bonds (in- pay as damages because of "bodily cluding bonds for related traffic law viola- Injury"or"property damage"to which I tions) required because of an "accident" this Insurance applies, that the "in- we cover. We do not have to furnish sured" pays with our consent, but these bonds. only up to the limit described in Para- . 2. The following replaces Paragraph A.2.a,(4), graph C., Limits Of Insurance, of of SECTION 11—COVERED AUTOS LIABIL- SECTION 11 -- COVERED AUTOS ITY COVERAGE: LIABILITY COVERAGE, (4) All reasonable expenses Incurred by the (v) We will reimburse the "insured" for "Insured" at our request, Including actual the reasonable expenses incurred loss of earnings up to $500 a day be- with our consent for your Investiga- cause of time off from worts. tion of such claims and your defense F. HIRED AUTO — LIMITED WORLDWIDE COV- of the "Insured" against any such ERAGE—INDEMNITY BASIS "suit", but only up to and Included within the limit described in Para- The following replaces Subparagraph (6) in Para- graph C., Limits Of Insurance, of graph 8.7., Policy Period, Coverage Territory, SECTION 11 -- COVERED AUTOS of SECTION IV — BUSINESS AUTO CONDI- LIABILITY COVERAGE, and not In TIONS: addition to such limit. Our duty to ($) .Anywhere In the world, except any country or make such payments ends when we jurisdiction while any trade sanction, em- have used up the applicable limit of bargo, or similar regulation Imposed by the Insurance in payments for damages, United States of America applies to and pro- settlements or defense expenses, hibits the transaction of business with or (b) This Insurance Is excess over any valid within such country or jurisdiction, for Cov- and collectible other Insurance available ered Autos Liability Coverage for any covered to the "insured" whether primary, excess, "auto" that you lease, hire, rent or borrow contingent or on any other basis. without a driver for a period of 30 days or less and that is not an "auto" you lease, hire, rent (c) This insurance is not a substitute for re- or borrow from any of your "employees", qulred or compulsory insurance In any country outside the United Sates, its ter- partners (If you are a partnership), members (if you are a limited liability company) or Modes and possessions, Puerto Rico and members of their households, Canada. Page 2 of 4 02015 The Travelers Indemnity Company.All rights reserved, CA T3 63 0215 Includes copyrighted material of Insurance Services Office,Inc,with Its permission. 85214177 1 25-26 GL-AL-UL-WC, 29-25 PL I Shexxy Young 1 5/8/2025 3:11:07 PM (PDT) I Page 6 of 9 COMMERCIAL AUTO j 1 You agree to maintain all required or (2) In or on your covered"auto", compulsory insurance in any such coup- This coverage applies only in the event of a total try up to the minimum limits required by theft of your covered "auto". local law. Your failure to comply with No deductibles apply to this Personal Property compulsory insurance requirements will not Invalidate the coverage afforded by coverage, this policy, but we will only be liable to the K. AIRBAGS same extent we would have been liable The following Is added to Paragraph B.3., Exclu- had you complied with the compulsory in- sions, of SECTION III — PHYSICAL DAMAGE surance requirements. COVERAGE: (d) It Is understood that we are not an admit- Exclusion 3.a, does not apply to "loss" to one or led or authorized Insurer outside the more airbags in a covered "auto" you own that In- United States of America, its territories flate due to a cause other than a cause of"loss" and possessions, Puerto Rico and Can- set forth In Paragraphs A.1.b. and A.1.c., but ada. We assume no responsibility for the only: furnishing of certificates of Insurance, or a. If that "auto" is a covered "auto" for Compre- for compliance in any way with the laws hensive Coverage under this policy; of other countries relating to Insurance, b. The alrbags are not covered under any war- G. WAIVER OF DEDUCTIBLE—GLASS ranty;and The following Is added to Paragraph D., Deducti- c. The airbags were not intentionally inflated, ble, of SECTION III — PHYSICAL DAMAGE We will pay up to a maximum of $1,000 for any COVERAGE: one "loss", No deductible for a covered "auto" will apply to L. NOTICE AND KNOWLEDGE OF ACCIDENT OR glass damage if the glass is repaired rather than LOSS replaced. The following is added to Paragraph A,2,a., of H. FARED AUTO PHYSICAL DAMAGE— LOSS OF SECTION IV—BUSINESS AUTO CONDITIONS: USE—INCREASED LIMIT Your duty to give us or our authorized represen#a- The following replaces the last sentence of Para- Live prompt notice of the "accident" or "loss" ap- graph A.4.b., Loss Of Use Expenses, of SEC- plies only when the "accident" or "loss" Is known TION III--PHYSICAL DAMAGE COVERAGE: to: However, the most we will pay for any expenses (a) You (if you are an Individual); for loss of use Is $65 per day, to a maximum of (b) A partner Of you are a partnership); $750 for any one"accident". (c) A member (if you are a limited liability com- I. PHYSICAL DAMAGE — TRANSPORTATION pany); EXPENSES—INCREASED LIMIT (d) An executive officer, director or Insurance The following replaces the first sentence in Para- manager(If you are a corporation or other or- graph A.4.a„ Transportation Expenses, of ganiza#ion); or SECTION III — PHYSICAL DAMAGE COVER- (e) Any "employee" authorized by you to give no- AGE: #ice of the"accident" or"loss". We'will pay up to $50 per day to a maximum of M. BLANKET WAIVER OF SUBROGATION $1,500 for temporary transportation expense in- The following replaces Paragraph A.6., Transfer curred by you because of the total theft of a cov- Of Rights Of Recovery Against Others To Us, ered "auto"of the private passenger type. of SECTION IV -- BUSINESS AUTO CONDI- J. PERSONAL PROPERTY TIONS: The following Is added to Paragraph A.4., Cover- 6. Transfer Of Rights Of Recovery Against age Extensions, of SECTION III — PHYSICAL Others To Us DAMAGE COVERAGE: We waive any right of recovery we may have Personal Property against any person or organization to the ex- We will pay u to $400 for "loss" #o wearing a tent required of you by a written contract p g p- signed and executed prior to any "accident" parel and other personal property which Is: or"loss", provided that the"accident"or"loss" (1) Owned by an'Insured"; and arises out of operations contemplated by CA T3 53 02 16 ®2015 The Travelers lndemnity Company.All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance services Office,Inc.with Its permission. i • I 85214177 1 25-26 GL-AL-UL-WC, 29-25 PL I Shexxy Young 1 5/8/2025 3:11:07 PM (PDT) I Page 7 of 9 COMMERCIAL AUTO I such contract. The waiver applies only to the The unintentional omission of, or unintentional person or organization designated In such error in, any Information given by you shall not contract. prejudice your rights under this insurance. How N. UNINTENTIONAL ERRORS OR OMISSIONS ever this provision does not affect our right to col- The following is added to Paragraph B.2,, Con- lect additional premium or exercise our right of cealent, Misrepresentation, Or Fraud, of cancellation or non-renewal, SECTION IV BUSINESS AUTO CONDITIONS: Page 4 of 4 0 2016 The Travelers Indemnity Company.All rights reserved. CA 73 63 0216 Includes copyrighted matettal of insurance services otfloe,Inc,with Its permisslon. 85214177 25-26 GL-AL-UL-WC, 29-25 PL I Shexxy Young 1 5/8/2025 3:11:07 PCP (PDT) I Page 8 of 9 .0-1,.41 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA Policy Number: 72 WEG AX2CTE Endorsement Number: Effective Date: 05/01/25 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: IDS Group, Inc. 1 PETERS CANYON RD STE 130 IRVINE CA 92606 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration. SCHEDULE Person or Organization Job Description Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us Countersigned by Authorized Representative Form WC 04 03 06 (1) Printed in U.S.A. Process Date: 03/22/25 Policy Expiration Date: 05/01/26 85214177 1 25-26 GL-AL-OL-WC, 29-25 PL I Sherry Young 5/8/"0'5 3:11:07 PCB (PDT) Page 9 of 9