HomeMy WebLinkAboutCORGAN, INC.A-2020-230-11
AGREEMENT TO PROVIDE ON -CALL SPACE PLANNING AND
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W��O��n�la Ll ARCHITECTURAL CONSULTING SERVICES
THIS AGREEMENT is made and entered into this 17th day of November, 2020 by and between
Corgan, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of 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 THEREFORE, 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 full.
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
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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, et 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 eniployer-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 tinder 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
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& 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 form, 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.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(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
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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 fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to 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 1 of this Agreement; and
(2) from any claim that personal injury, damages, just compensation, restitution, judicial or
equitable relief is due by reason of the terms of or effects arising from this Agreement. This
indemnity and hold harmless agreement applies to all claims for damages, just compensation,
restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the
events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the
defense of the City, including fees and costs for special counsel to be selected by the City,
regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal
or property rights arises by reason of the terms of, or effects arising from this Agreement. City
may make all reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code
Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section
2782.8, to claims that arise 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.
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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
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information' shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
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)
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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: Corgan, Inc.
5800 Bristol Parkway, Suite 640
Culver City, CA 90230
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
timeframes, 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.
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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
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A-2020-230-11
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:
0
`DAISY GOMEZ
Clerk of the Council
APPROVED AS TO FORM
SONIA R. CARVALHO
City Attorney
HN M. FUNK
Sr. Assistant City Attorney
RECOMMENDED FOR APPROVAL
NJ,BIL SABA, PE
Executive Director
Public Works Agency
CITY OF SANTA ANA
t�
KRIS INE RIDGE
City Manager
CONSULTANT
Name: BRENT KEL EY
Title: Managing Pri cipal
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EXHIBIT A
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 Plannine
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 reizulatory agency)
Assist City departments in obtaining entitlements, permits and other City approvals, as required.
Architectural, Interior Design, and Enizineerine Services
Provide architectural, structural, mechanical and electrical engineering services and cost
City af24M AIR'�f0-040
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� L F?
c) Scheduling and attending pre -bid conferences and job/site 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 furniture 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. B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be
structured as follows:
City of24M I FPI-0-040
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 0f2JV 'F�20-040
CORGAN
EXHIBIT B
CITY OF SANTA ANA
Space Planning and
Architectural Consulting
Services
Space Planning and Architectural Consulting Services
25G-1 S2
RFP 20-040
April 20, 2020
CORGAN
April 20, 2020
Gabriela P. Lomeli
Project Manger
City of Santa Ana
Santa Ana Public Works Agency
20 Civic Center Plaza
Santa Ana, California92701
Request for Proposal (RFP) for
Space Planning and Architectural Consulting Services RFP No.: 20-040
Dear Gabriela:
First things first, thank you! We appreciate this opportunity to provide space
planning and architectural consulting services to City of Santa Ana/Santa Ana
Public Works Agency ("City"). We are qualified to provide on -call, as needed
services and be on your space planning and architectural consultant team.
Through our qualifications, you come away with an understanding of who we are
and why Corgan is the right partner. Comprehensively qualified, Corgan has all
the relevant skills, experience and resources required to provide on -call services
for the next three years and beyond.
Expertise — We've done this before and have been at the heart of the most
recent examples of this type of project. From the Salt River Project, City of
Chandler Public Safety Training Center, City of Waller City Hall and Civic Center,
City of Peoria Pinnacle Peak Police Patrol Building, Sacramento International
Airport for the County of Sacramento, and LAX Midfield Satellite Concourse,
Corgan has been instrumental in the creation of the vision, planning, and
successful execution of similar projects.
Experience — We know these building types and the interior design and space
planning requirements. With multiple millions of square feet of civic, corporate
office, and interior design projects in our portfolio, including virtually every type
of workplace, we understand the full range of issues that influence the design of
these often -complex projects. This includes all the special needs associated with
coordinating with local authorities, codes and regulations, as well as listening
to and understanding the needs of all stakeholders. We also have the added
benefit of mechanical, electrical, plumbing, and structural consultants who have
experience working with the City and other municipalities and have history of
partnering with us.
Leadership — We have a reputation as great team player. We are proud to be
known for our ability to work collaboratively and gain consensus among many
stakeholders. We value the contributions of the great many professionals that
25G-1 S3
surround us, and we worked hard to channel the collective wisdom of the group
to make these opportunities both successful and fulfilling. As accomplished
leaders, we have found that the alignment of personalities is as important to the
success of a project as the proper alignment of its goals. We know how to build
consensus.
Commitment — Our experienced professionals are dedicated. Many of us on
the team have been at Corgan for decades and have had the good fortune to
become experts in our respective fields. From visioning, to programming, across
all design phases, through construction documentation and beyond, you will be
working with the same people from start to finish. Our team structure provides the
personal commitment that comes from "owning" responsibility for the project and
maintaining the continuity of project knowledge that is so important for success in
these endeavors. The key personnel assigned to this project will be available and
committed throughout its entire duration.
Resourcefulness — We have all the necessary resources. With a firm of over
600 team members, we have substantial horsepower... we can hit it hard and
make it go. Our architects and interior designers have a long and successful
history of performing and delivering excellent service to our clients and creating
building environments for them that are tuned to their specific needs. Outstanding
client service is in our DNA.
With our commitment to shared objectives and making well researched and
studied recommendations that will ultimately evolves to a design solution, we
have the multi -faceted dedicated team to serve your needs. We truly appreciate
this opportunity to work with the City as one of the on -call architects for space
planning and architectural services and look forward to making our relationship
with you the start of a long and successful one.
Sincerely,
` —i"
IT
Brent Kelley Sean Kim
Managing Principal, Principal -in -Charge Vice President, Project Manager
25G-1 S4
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Dualificatic
STATEMENT OF QUALIFICATIONS FIRM OVERVIEW
Agility in Design
Our clients are experiencing disruptions in their markets. Ideas
about what makes a good airport terminal, office, data center,
hospital, or school are quickly changing. These disruptions
are driving a demand for new ways to create places and the
generation of critical ideas that will help propel them forward.
OUR STRENGTHS GIVE US THE ABILITY TO HELP OUR CLIENTS
SOLVE THESE PROBLEMS.
We build mutually
beneficial relationships
with our clients. We are successful
when our clients are successful.
Our work is informed by
data and research. These reveal
insights into our clients and users.
We are driven by user
experience. We get into the heads
and hearts of the people who use
our spaces.
Market Expertise
Aviation Education
Commercial
Data Centers
Healthcare
Interiors
We are passionate about
designing places that succeed
on the client's terms. We believe it
is important to exceed their vision of
success.
We are agile, harnessing core
strengths to move quickly and
change direction without losing
control. It is a skill we posess, and
one in which we are investing to
become even more proficient.
A Leading
Architecture +
Design Firm
years in business,
and growing
employees
across 12 locations
repeat client
business
25G-1 S6 CHGAN
STATEMENT OF QUALIFICATIONS B. CONTRACT AGREEMENT STATEMENT
THESE CHANGES WERE NOT ACCEPTED BY CITY
b. Proposal shall include a statement outlining your concurrence or
concerns with any and all provisions as contained in the Agreement
attached herein as Attachment 2 in the Appendix.
Corgan appreciates the opportunity to review the terms of the Standard Consultant
Agreement and is confident that a mutually agreeable contract can be reached by
the parties. As currently written, there are provisions that raise the standard of care
and compromise insurance coverage. As such, Corgan requests an opportunity
to dialogue with the City of Santa Ana regarding the following provisions: (1)
Recital — standard of performance, (2) Section 8 (Indemnity) and; (3) Section 16
(Termination and Owner's right to use Architect's drawings). We also request the
opportunity to review any "Additional Provisions" for Exhibit D, if applicable.
GORGAN 25G-1 QZ
STATEMENT OF QUALIFICATIONS C. FIRM AND TEAM EXPERIENCE
c. Proposal shall include a profile of the firm's experience. Include resumes of project team/sub-
consultants that will be providing services which outline theirtechnical and design experience.
At a minimum, this should include the project manager/principal agent, associates in charge when
project manager/principal agent is unavailable, key personnel, firm size, and an organization chart.
The project manager/principal agent shall be the primary contact person to represent your firm and
will be the person to conduct the presentation, if invited for an interview.
At Corgan, we value agility in problem solving. So we build responsive teams —the right designers, the right
researchers, the right experts in trends and strategy —working together to create leading -edge, beautiful,
surprising solutions that align with the business goals of our clients. In team building, one size does not fit all.
Janani Kannan
Interiors Project
Manager
CONSULTANTS
�PE3S
.r
t-,
ft
Brent Kelley
Principal -in -Charge
A
Sean Kim
Project Manager/
Project Lead
91
Pearl McLin
Project
Architect
m,yamoto.
PBS Engineers Miyamoto
MEP Structural
Engineering
0' j16 J�
Lisa Vien
Project Interior
Designer
IN-HOUSE RESOURCES
Emily Strain
Director,
Workplace
Strategy
and Change
Management
Jennifer
Wehling
LEED and
Sustainability
Jasmine
Efrussy
Director,
Furniture
Strategy
John Mares
Certified
Access
Specialist
25G-188
Brent Kelley AIA, NCARB, LEED AP
Principal -in -Charge
Brent will be the Principal -in -Charge, overseeing contract execution
and monitoring project process. His primary responsibilities will be to
make sure all project goals and guidelines are incorporated into the
final project design. Brent will be involved from project initiation through
project closeout and provide overall guidance to the project team.
MEOW
P'.
'tot- CJ�F'CKICIVIit
— Corgan Los Angeles Office
Relocation
—American Airlines Federal
Credit
— LAX Los Angeles
I me rnatio na I Airport,
Midfield Satellite
Concourse
— LAX Los Angeles
International Airport
— Bradley West Terminal 4
Connector
25G-1 S9
Sean Kim CID, AIA ASSOCIATE
Project Manager/Project Lead
Sean has over a decade of experience in interior architecture for
civic, commercial, healthcare, education, and aviation industries.
He is driven by a passion to help clients flourish and works
collaboratively and strategically to deliver the highest level of
focused service. His fresh and bold approach to solution -based
design is driven by how space is experienced holistically. As a
project manager/project lead, he will be responsible for the design
leadership and the main contact for this project.
years of experience
r4.
SELECT EXPERIENCE
— SCAG, Southern
California Association of
Governments Branding
and Interiors Refresh
— Corgan Los Angeles Office
Relocation
— Union Cowork UTC
— County of San Bernardino,
Attorney General Office
—County of Riverside, Fire
Department Administration
Building
— LAX Midfield Satellite
Concourse Gateway and
Passenger Tunnel
—SMF Sacramento
International Airport,
Terminal A, Restroom
Renovation
25G-190
5
Janani Kannan LEED AP
Interiors Project Manager
k * 19
_ a
SELECT EXPERIENCE EL
With over 14 years of design experience, Janani has created
success for her clients at every stage of the design process, from
concept development through project completion. She is a talented
and visionary interior designer at Corgan and will provide project
management, technical leadership, and day-to-day coordination with
consultants for this project. Her focus and passion for design, coupled
with strong problem solving skills, have made her an invaluable asset
to the interiors studio.
1�
years of experience
—Zebra Technologies
— LAX Midfield Satellite
Concourse
— Corgan Los Angeles Office
Relocation
— NASDAQ Office
— SCAG, Southern
California Association of
Governments Branding
and Interiors Refresh
— Union Cowork UTC
—Locke Lord LA Renovation
25G-191
Pearl McLin
Project Architect
AIA, LEED AP BD+C
t-r7TR
Pearl's experience ranges from terminal programming and design
efforts for aviation projects, to corporate interiors, higher education
and healthcare. As a project architect, she collaborates with clients
and project teams throughout the design process from schematic
design to construction administration to create innovative, functional
and sustainable buildings. Pearl helps client's realize their vision and
strives to meet expectations through transparency, communication
and innovation.
years of experience
SELECT EXPERIENCE
— City of Santa Monica, Big
Blue Bus Maintenance
Facility
— City of Anaheim, ARTIC
— San Pedro Waterfront
Masterplan
—San Diego North
Embarcadero Masterplan
—Orange County
Groundwater
Replenishment System
— LAX Midfield Satellite
Concourse North
— RiCloud IDC-San Jose
— Project Goodyear Data
Center
—Vantage Due Diligence
25G-192
Lisa Vien
Project Interior Designer
Lisa is a detail -oriented, talented, and a visionary designer with a
love for technology. Her brand experience and background on similar
projects for major corporate clients across multiple levels and varying
scales makes her a valuable resource and knowledge center. In
addition to her design acumen, Lisa brings a high level of proficiency
in many design and rendering programs giving her the ability to bring
the team's vision to life. She is an excellent planner and appreciates
perfectly executed details.
SELECT EXPERIENCE
— Corgan Los Angeles Office
Relocation
— Union Cowork UTC
—Locke Lord LA Interior
Renovation
—Vantage Data Center
Blucora
—Sacramento International
Airport Terminal A
Restroom Renovation
— NewAmerican Funding
Redhill Office and
8 25G-193
STATEMENT OF QUALIFICATIONS ;,
Director, Workplace Strategy and Change Management
Emily Strain RID, LEED AP
Director, Furniture Strategy
Jasmine Efrussy RID
LEED and Sustainabiliy
Jennifer Wehling AIA, LEED AP BD+C, ID+C
Certified Access Specialist
John Mares AIA, LEED AP BD+C, NCARB, RIBA, DBIA
Emily leads the effort to develop
and execute an effective strategy
to help employees understand
and embrace new ways of
working with minimal resistance
and maximum efficiency.
Jasmine evaluates furniture
products both existing and new
to make recommendations with
respect to the client's overall
furniture needs.
Jennifer is the leader of the firm's
sustainability efforts and primary
resource for sustainable design
knowledge.
John has 33 years of experience
executing a wide range of project
types including education,
aviation, and commercial
projects. He is a certified Access
Specialist.
25G-194
9
STATEMENT OF QUALIFICATIONS D. UNDERSTANDING OF NEED
d. Proposal shall include an outline which demonstrates the firm's understanding of the work.
This outline should include anticipated approach, tasks necessary for successful completion,
deliverables, and suggestions or special concerns that the City should be made aware of.
Identify any assumptions and/or exclusions used in preparation of the scope of work and
associated fee estimate.
Undo, statidinq of Need
We understand that the scope may include
providing on -call, as needed services to any of
the City facilities including architectural, space
planning, structural, construction management,
mechanical and electrical engineering, ADA
survey, and move management services. We
also understand that we may be asked to provide
professional services on specific, project -by -
project basis, based on an agreed -upon scope of
services and fees along with consultant services
on an as -needed basis. In addition, all proposals,
plans, drawings, specifications, estimates, grant
applications, and/or studies will be subject to the
final approval and satisfaction of the City.
Corgan and our subconsultant engineers are
licensed and legally qualified in the State of
California to practice the work that may be required
an on -call, as needed basis. Corgan has the
necessary qualifications and experience to provide
space planning, architectural, and engineering
consulting services to the City and may involve all
of some of the phases of the project development
and shall include, but not necessarily be limited to,
the following activities as described in the RFP:
■ Site Analysis
■ Conceptual Layouts/Space Planning
■ Permits/City Approvals (City as regulatory
agency)
■ Architectural, interior design, and engineering
— Schematic Design
— Design Development
— Construction Documents
■ Post Design Services
Bidding
Construction Management
Move Management Services
■ Special Services
— Complete the State of California ADA
surveys.
— Provide value engineering services upon
services, including third party cost estimate and
constructability review at City's request.
10 GORGAN 25G-195
request.
Complete LEED Certification
documentation upon request.
Fully understand City's vision for each
on -call project, both in terms of objective
and subjective goals. This includes not only
a thorough understanding of the program
requirements and budget, but also your
understanding of the project and its impact.
STATEMENT OF QUALIFICATIONS D. UNDERSTANDING OF NEED
Project Approach
Our methodology is focused on supporting the
needs of our clients, their schedule and
goals. An important part of our approach is to
establish an inclusive process upfront. This
provides that, as projects develop, each member of
the City's team and Corgan are satisfied that all the
project goals and objectives are met.
To best serve the City and stay true to our
methodology, this relationship would be managed
by Sean Kim as Project Manager/Project Lead.
Brent Kelley as Office Director and will serve
as Principal -in -Charge and will administer the
architectural contract. Brent is responsible for
maintaining the client's expectations and working
with your procurement department. It is his job
to enable the core team to tap into their technical
expertise, vast experience, and passion to
create effective, innovative designs unique to
each organization. Brent will be supported by
Pearl McLin as Project Architect. Janani Kannan
will serve as Interiors Project Manager, and be
supported by Lisa Vien as Project Interior Designer.
Sean will remain personally involved, seeing the
project step-by-step through to completion. This
team was formed to specifically address the needs
of this project.
Corgan offers the perfect balance of substantial
firm resources with dedicated project -focused
teams. The project will be managed from our Los
Angeles office, with support from staff located in
both Phoenix and Dallas on an as needed basis.
Our standard practice is to staff each project with
individuals who remain involved throughout the
duration, seeing the project through to completion
The team is formed to specifically address the
needs based on project size, type, complexity
and the client and will manage each project from
inception to warranty walk-through. While a core
team leads each project, Corgan will pull from
resources across the firm to provide support in
areas of expertise, such as specialists in furniture,
move management, LEED, and ADA specialists.
Additionally, all architectural and interior design
services are provided only by staff employed
by Corgan. This method allows us to maintain
consistency and quality control for all Corgan
projects. The following pages outline our approach
to, and output of, each project phase.
Project Start-up
At project start-up, our primary effort will be
directed towards a learning process to fully
understand City's vision for each on -call project,
both in terms of objective and subjective goals.
This includes not only a thorough understanding
of the program requirements and budget, but also
your understanding of the project and its impact.
Design Development
Using programmatic information, we will develop
multiple conceptual designs. After reviewing and
developing those designs with you, the conceptual
designs and program will become the reference for
the development of schematic plans and studies. As
these are developed and refined, we begin detailed
development of the project for compatibility with your
needs; checking the design again your schedule,
budget, goals, and ideas. We believe that the design
recommendations should arise naturally out of its
environment, the program and your aspirations
rather than our preconceptions. Our distinct style is
your unique vision.
Focused Solutions
Throughout the process, we encourage in-depth
participation by your project team to confirm all
project goals are met. In our experience, we have
worked with multiple stakeholders and are able to
respond to a variety of suggestions and opinions
on a project while staying focused on the primary
requirements of program, schedule and budget.
We listen first, and our collaborative approach
makes us a trusted partner.
25G-196 CHGAN I
STATEMENT OF QUALIFICATIONS
Deliverables
As an on -call consultant to the City, Corgan's
D. UNDERSTANDING OF NEED
may be asked to provide professional services on
specific, project -by -project basis. Each project will
be based on an agreed -upon scope of services
and fees. Although the deliverables for each project
may vary, our project approach and methodology
will remain consistent throughout the contracted
period.
Suggestions, or special concerns that the City
should be made aware of.
Schedule Aligned with Work
Plan
As Corgan develops the schedule for this project,
we will develop a keen understanding of the
issues and variables involved within each phase
of the design and construction process. The key
to a successful schedule is developing a work
plan which allows each of the key players, owner,
design team, and contractor sufficient time to plan,
price and construct the project satisfactorily.
Graduated Liquidated
Damages
Even if the schedule is adequate, there are still
challenges that can arise with respect to time.
These can be alleviated by verifying that the
contract documents and specifications are written
in such a way as to provide proper encouragement
for the contractor to complete his work. One
technique Corgan has found to be successful is
the concept of graduated liquidated damages. For
example, the first two weeks a project is overdue,
the penalty is relatively mild with escalating
penalties as the time becomes longer. This helps
prevent delays from becoming long term.
Modified Fast Track
Scheduling
Areas that the firm pays special attention to are
those which typically lead to schedule slipping. This
Includes: time required for base building and finish -
out programming; owner review processes for
design and construction documentation, including
sign -off; and special phasing requirements within
the project. The contracting method also plays an
important role. Corgan frequently has success
with modified fast track scheduling, even within a
competitive bid framework.
Identify Any Assumptions and/or exclusions
used in preparation of the scope of work and
associated fee estimate
Please see attached fee proposal.
e. Proposal shall include a list of projects
which your firm or personnel have completed
within the last 5 years, including significant
work with public agencies. Project information
should include project description, year
completed, client name, along with a person to
contact and their telephone number.
The list on the following pages includes a small
sample of recently completed work and work with
public agencies.
12 GORGAN 25V-197
M
9
SRP Administration Building
M
PROJECT STATS
YEAR
COMPLETED
2020
CLIENT
Mortenson
Construction
REFERENCE
Devin Hunsaker
Senior Project
Manager
480 339 7864
Visual elements
provide a healthy
lifestyle for
employees.
This existing building, SRP
Corporate Headquarters will be
completely, renovated while the
building remains occupied with
over 1,200 employees. Sixty-four
departments will be relocated
to improve adjacencies and to
simplify department work -space
layouts, building circulation and
aesthetics. New huddle spaces,
break rooms, conference,
building security, and building
support spaces will be key
design features, as well as
swing space for future building
demands and growth.
The total project square footage
will be 440,783 and includes
the existing building renovation
(324,719 square feet), and
building expansion of a five -
story, mid -rise infill building and
a three-story replacement and
addition. Other pre -enabling
projects on the PAB campus that
have already been completed
include: A complete gut and
remodel of the three level
64,000-square-foot Credit Union
Building (CUB); a new three-story
800+ car parking garage; and a
new fleet maintenance garage.
14 GORGAN
25G-199
IF �-j 17 7
25G-200
CDRGAN 15
Corgan Los Angeles Office
PROJECT STATS
YEAR
COMPLETED
2018
CLIENT
Corgan
REFERENCE
David Saeta
IDS Senior Vice
President
213 446 3969
Striking the balance
between regionalism
and global brand.
Having outgrown our space in
Playa Vista, Corgan decided to
lay down roots in Culver City.Our
goals was to create a space that
evokes the spirit of the Golden
State with incorporated local
preferences, while remaining
true to our identity and roots.
Awarm, vibrant palette supports
the Corgan brand with nods to
the California culture with hints
of blue symbolizing the ocean.
The workspace is centered
on flexibility and features a
variety of workstations, phone
rooms and collaboration zones
to accommodate all types of
meeting needs. The flexible
furniture and open plan supports
multiple uses and can transform
from a workplace to a space
for intimate industry and client
events.
The large conference room
opens to the community kitchen
with bi-folding glass panels that
can be open to combine spaces
into one large gathering area
leading to a covered terrace with
seating overlooking the Catalina
Island. Large sliding doors in this
area can remain open on a warm
windy day allowing the fresh air
to encompass the office space
bringing the outdoors in.
16 GORGAN
25G-201
I
A workspace embodying
Southern California Cool
without the cliches
25G-202 17
City of Waller City Hall and Civic Center
PROJECT STATS
YEAR COMPLETED
2019
CLIENT
City of Waller
REFERENCE
Cynthia Ward
City Secretary
Extension 12
936 372 3880
The perfect balance
of mirroring and
connecting to
the surrounding
community.
The City Hall in Waller, Texas,
requires the development of an
existing city block to be utilized for
city administration, public works,
municipal court, and city council
functions. This new, ground -up
building is traditional steel and
masonry construction to match
the surrounding context.
A southern plaza connects city
hall to a new open park, designed
for the adjacent block.
The civic center's renovation
updated the existing amenities,
and brought deficient items
up to code. A continuation of a
pre -engendered metal building
serves for the expansion of the
gathering area and a central core
will contain the entry, office and
restrooms. Planters and screen
walls were constructed along the
front of the building.
18 GORGAN
25G-203
25G-204 19
City of Peoria Pinnacle Peak Police Patrol Building
may=
PROJECT STATS
YEAR
COMPLETED
2017
CLIENT
Haydon Building
Corp.
REFERENCE
Jeremiah Hernandez
Project Manager
602 296 1496
State-of-the-art
training amenities to
encourage learning
and collaboration.
This new 17,000-square-foot
police facility, situated on an
existing campus is comprised of
a police patrol services building
with administration, training
rooms, and community space,
processing area, holding cells,
evidence processing, interview,
tactical training, MILO, officer
work spaces, briefing, break,
canine, sally port, fuel island,
secure parking,'/4 milejog path
and exterior secure break areas.
Officer conditioning and fitness
training is a foundation for
physical strength as well as a
personal recharging. The facility
includes state -of -the -ark and
fitness and strength -training
room, personalized air -ventilated,
individual lockers with secure
charging outlets/ports for
equipment and devices, and
private shower/changing rooms.
20 GORGAN 25G-205
City of Chandler Public Safety Training Center
PROJECT STATS
YEAR COMPLETED
2017
CLIENT
City of Chandler
REFERENCE
Rick Rehfeldt
Senior Architect
602 331 4141
New, phased public
safety training
campus.
Designed as one primary building
complex and fire support building,
rather than multiple stand alone
buildings, this project focused
on supporting the police and fire
training efforts, where various
means of communication
and practical application are
employed, to equip trainees with
the skills to do theirjobs safely
and effectively. Site and building
layouts and circulation are
supported by low-tech/high-touch
and high-tech communication
and applications. These include
collaborative meeting and
classroom spaces, effective
large audience audio/visual
presentations, high tech firearms
simulation training, hands on
defensive tactics training and live
fire weapons training.
25G-206 CHGAN 21
STATEMENT OF QUALIFICATIONS F. REFERENCES
f. Proposal shall include a listing of relevant projects with references for
three public entities for which Proposer has performed similar work within
the past five (5) years.
As requested, professional references are provided below:
SRP Administration Building
Steve Knighton
Director of Operations
Mortenson Construction
480 339 7869
steve.knighton@mortenson.com
County of Riverside Fire
Administration Building
Dexter Galang, CCM
Senior Planner
UCR
951 827 4724
dexter.galang@ucr.edu
Lawton Airport Fire Station
Barbara McNally
LAW Airport Director Lawton - Ft
Sill Regional Airport
580 353 4869 x 302
barbara@flylawton.org
...We needed a trusted partner who
understood our people and our
culture. Corgan worked quickly to
listen and understand who we are
and what we need. Their team's
people skills, attention to detail,
focus on value and breadth of
experience have led us to a building
design I am confident our employees
will be proud of and meet their needs
for many years to come.
BILL HANNES
SENIOR VICE PRESIDENT OF
SPECIAL PROJECTS
PIONEER NATURAL GAS
22 GORGAN 25G-20I
scope c
R.rvices a
Z1.11.1 1Z
STATEMENT OF QUALIFICATIONS
2. Proposal shall include a general Scope of
Services and general Schedule which
details the work phases to be completed, the
tasks to be accomplished, the deliverables
to be provided, and the schedule 1 timeline to
complete the project, based upon the
requested Scope of Work detailed in
Attachment 1 of this RFP.
SCOPE OF SERVICES AND SCHEDULE
In -House Additional Services
■ Bond planning and communications
■ Change management
■ Workplace Strategy
■ WELL certification
■ LEED certification
Arch itecturalflnterior Design Services ■ Lighting design
Corgan includes all services required to complete ■ District -wide facility assessments
the scope of work as part of our basic services. We
typically negotiate a contract with the client that
■ Furniture services
includes a complete team. This allows the client to
hold one contract for the entire scope of the project
■ Equipment planning
and promotes continuity, confirming responsibilities
■ Visualizations/ rend erings
are clearly and contractually identified. Our
in-house services include:
■ Environmental branding
■ Architectural programming
■ Architectural design and documentation
Subconsultants
In addition, our team can manage all the remaining
■ Construction administration
potential services requested by the City, with the
inclusion of outside consultants. Corgan forms
■ Master planning
teams with the most qualified consultants for the
specific project type. We have many consultants
■ Estimate of probable cost
that we share a long relationship with, and would
recommend to the City, however, we remain open
■ Historic property renovation/restoration
to working with consultants that the City prefers.
■ Space planning
We have completed many successful projects in
collaboration with other firms and are comfortable
■ Interior design
with this arrangement if required.
■ Quality assurance/quality control review
■ MEP
■ Site feasibility analysis
■ Structural
■ Specifications
■ Civil
■ Roofing, Waterproofing
■ Food Service
■ Landscape
24 GORGAN 25G-209
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CERTIFICATIONS :T -1
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 Orange County
Subscribed and sworn to (or affirmed) before me on this 10th day of April , 2020, by
Brent Kelley , proved to me on the basis of satisfactory evidence to be
the person(s) who appeared before me
O'Wolt_ AL >,rx
Notary Public Signature
0W.",t
GLL K KfNNEDr
Notary 10 p11750®30
MyW'IE.P.,
payu5[ 5, 1023
Notary Public Seal
25G-212
27
CERTIFICATIONS
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: Brent Kelley
Title: Managing Principal
Firm: Corgan, Inc.
Date: April 20, 2020
28 25G-213
CERTIFICATIONS ATTACHMENT 3-3
NON-DISCRIMINATION CERTIFICATION
The undersigned Contractor or corporate officer, during the performance of this contract,
certifies as follows:
1. 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
he/she 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 his/her 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.
25G-214 C°RGAN 29
CERTIFICATIONS
7. 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.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats.
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: Brent Kelley
Title: Managing Principal
Firm: Corgan, Inc.
Date: April 20, 2020
30 25G-21 5
CORGAN
THANK YOU!
I
25G-216
CORGAN
CITY OF SANTA ANA
Fee Proposal
25G-217
GORGAN■ 25G-2 1 Q
FEE PROPOSAL CORGAN
TERMS AND CONDITIONS OF PROFESSIONAL SERVICES — CORGAN ASSOCIATES, INC.
April 2019
Compensation
Out curtcnt standard houtly sates when applicable to y= proposal are:
(Note: The amounts listed below- are the maximum amounts Eor each join title)
Managing Pxuacipal
$395.()0
Principal
$380.00
Associate Principal
$345.00
Senior Architectural Project Manager
$320.00
Architectural Project Manager
$29000
Senior A—tion Planner
$275.00
Aviation Planner
$235.00
Senior Designer
$260.00
Designer
$230 00
Senior lighting Designer
$250.00
Project Axclvtect
$240.00
Project Architectural Sr ff
$22000
Architect
$200 00
Architectural Staff
$180.00
Architectural Intern
$145 00
Student Architecuural Intern
$10000
Senior Interior Design Project Ivlanager
$285 00
Interior Design Project Manager
$245 00
Project Interior Designer
$185 00
Interior Designer
$165 00
Interior Design Staff
$150 M
Interior Design Intern
$12500
Student Interior Design In
$10000
Workplace Strategy Lead-
$24500
WorhTlace Strategist
$16500
F--t-e Specialist
$130 00
Roofing Specialist
$22500
HeAtheare Planner
$17500
Education Support Specialist
$18500
Senior Specifications Writer
$21000
Specifications Writer
$19500
Design Applications Specialist
$17500
Senior QA/QC manager
$240 00
QA/QC Coordinator
$21000
Practice Technology ltilanager
$21000
Practice Technology Specialist
$17500
Photographer
$160 00
Project Analyst
$17500
Senior Graphic Designer
$17500
Graphic Designer
$15000
Graphic Design Intern
$90.00
Document Control Anal}st
$135 00
Administrative Assistant
$14000
Validity and Efl et
Ouur proposal invalid for thirty days. Should v ask m to begin,vork before
ec sting an agreement, you agree that the proposcd terms are the contract in force
between us, subject to amendment when our agreement is executed_
Client Responsibilities
You agree to provide complete information about the site and/or building and legal,
accounting, insurance counseling and additional specialty consultant smices as may be
required. We shall be entitled to rely upon and shall have no responsibility to verify the
accuracy and completeness of such services and infomiation.
Statements
You will receive a statement every month for services performed during the previous
mouth. Payment is due upon receipt. Interest will be payable after 60 days at the
maximum rate allowed by law_ We reserve the right to suspend work without breach
of contract if }roux account is past due and to charge you for all costs mer-ed by us,
including legal fees, if we take action to collect the account. All payments axe to be
made in US dollars.
Project Expenses
Project expenses such as, but not limited to, photocopies, rep—duction, pruats, long
distance communications, travel, delivery, photography, outside consultants,
renderings,. models, and any additional insurance that you request will be billed at our,
standard rates or at our actual expense times 1.10. You also agree to reimburse us at
our cost for any sales tax which may be assessed for our professional services.
Change of Scope
Our fees me subject to equitable adjustment if the agreed scope is changed.
Construction Phase Services
Any and all construct— administration son -ices will be finished consistent with the
terms and conditions of ALA Document B152, most current version, Construction
Phase Services article.
TO THE EXTENT YOU DO NOT RETAIN DORGAN TO PERFORM
CONSTRUCTION ADMINISTRATION SERVICES, YOU .AGREE, TO THE
EXTENT PER=TED BY LAW, TO RELEASE CORGAN AND ITS
SUBCONSULT.ANTS FROM ANY LIABILITY FOR CLAMiS OR DAItiLAGES
.ARISING DURING THE CONSTRUCTION PHASE OF THE PROJECT_
Additional Services
These are senates beyond those agreed to, including among others, our revisions due to
tour adjustments ;n the project scope, quality, — budget Additional Seances will be
hilted at standard cares_ We ca,n also prov.�de, at your authorization and cost, graphic n,d
signage design, fine art consultation, and specialized computer -produced designs,
presertations, imaging, etc_
Dispute R—Nation
.All claims and disputes relating to our senices will fist be addressed through non-
hiindinng mediation prior to pursuit o€ fomnal claim or litigation_ A mediator that is
mutually acccl, able to both parties will be sclected_
Change Orders
We will review coast ..lion change orders Eor your appio—1, if these are among the
scope of wink Some reasonable extent of change orders resuuitirng f om
field conditions and,unanticipated causes are normal and should be anticipated by
contingency in your construction budget_
Use of A—bit-0./Interior Designer's Drawings
Our drawings and specifications are instruments of write solely with respect to this
project_ As aurhor, we retaiin copyright, common law, a„d statutory rights_ You may
retain copies Err reference, but you may runt use chose on other projects or to complete
this project without om express written permission_
Termination and Suspension
The Agreement maybe terminated by either of us upon 7 days written notice for either
cause or convmnience. ha the event of terminatioia - project suspension, you agree to pap
us Eor writes and project expenses then. due_ If )rou suspend the project Eor mine than 3
monrhs, we resen.e the right to re -negotiate the balance of our fee to re6ect current
personnel and project restart costs. Should our senates be terminated without cause, you
agree to release us from all liability from the work we performed.
Asbestos and Hazardous Wastes
We do not perform services related to the identification, containment or removal of
asbestos or hazardous waste, including pollutants, nor will we assume liability for any
damages or costs related to these materials existing un builduigs, property — construction
products.
Insurance
We carry various forms of industry insurance including Workers' Compensation,
Professional Liability and Standard General Liability hnsurance. An insurance certificate
is available upon request To the extent damages are covered by prcpertpmsurarnce, ve
agree to wane all rights against each other and against the contractors, consultants, agents
and employees of the other for damages, except such rights as they may have to the
proceeds of insurance.
Successors and Assigns
You and we agree, respeetiveip, to bead ourselves, our successors, and our assigns to the
terms of the Agreement. Neither party may assign this agreement without the approval
of the other. Not—thstanding, we may assign this agreement to a Corgm Associates, Inc.
controlled entity or affiliate.
Standard of Care
In performing our services, we will use that degree of care and skill ordinarily exercised
under smulm circumstances by competent members of the design profession practicing in
this locality. Further, some changes and adjustments in the project will be required in
order to correct errors or omssions in construction documents and should be anticipated
in your construction budget contingency.
Limitation of Liability
The total aggregate liability of the Architect/hitexior Designer, including its
sube—tultarts, will not be greater than two times (2X) the total amount of our fee for
professional services for claims against the Architect/Interior Designer related to the
project and services rendered or faded to sender including, but not limited to,
professional errors — omissions within the normal standard of—, negligence, strict
liability, breach of contract or warrarnty.
Waiver of Consequential Damagcs
To the fill—t extent permitted by law, neither the Owner, the Architect/Interior
Designer, or their respective officers, directors, partners, employees, contractors or snb-
nsuiltants shall be liable to the other — any third -party beneficiary claiming under the
Agreement: — shall make any claim for any incidental, indirect or consequential damages
arising out of — --red in any way to the Project — this Agreement_
No Fiduciary Responsibility of the Architect/Interior Designer to the Owner
The provisions of this agreement constitute the complete responsibilities and define the
relationship of the Owner and Architect/Interior Designer, moreover, nothing herein
establishes a fiduciary responsibility of the Arcbitect/Interior Designer to the Owner_
END OF TERMS AND CONDITIONS
GORGAN 25G-219
FEE PROPOSAL SUBGONSULTANTS: PBS ENGINEERS
P 13 S
ENG IN EEFRS MECHANICAL ELECTRICAL PLUMBING I CONSULTING ENGINEERS
2020
SCHEDULE OF CHARGES
The fee for our services will be based on the charges listed below. All fee quotations are applicable
for a period of ninety (90) days from the date of the proposal to which this schedule is attached. We
reserve the right to modify these rates upon thirty (30) days advance notice.
PERSONNELMOURLY RATE
Principal Engineer $180 Senior CADD/Revit Operator $115
Project Manager $155
Project/Senior Engineer $135
Senior Designer $125
Designer $120
CADD/Revit Operator/Drafting $95
Senior Field Representative $120
Field Representative $110
Word Processor/Clerical $90
These rates applyto regulartime and travel time in the continental United States. A maximum travel
time of eight hours will be charged in any day. Overtime, if required in the interest ofthe project, will
be charged at the above rates for professional personnel and at 1.5 times the above rates for other
personnel. Overtime will apply to time in excess of eight hours per weekday and all time on Saturdays,
Sundays, and holidays. In the event of adverse weather conditions or other factors beyond our
control, a standby charge of four hours per weekday will be made for field personnel. Reimbursable
expenses are in addition to personnel rates. Reimbursable expenses will be billed at cost except as
noted below.
MISCELLANEOUS CHARGES
Passenger Car $0.58/mile
Plotting $5.00/sheet
Photocopy $0.07/page
INSURANCE
PBS Engineers maintains Professional Liability, General Liability Insurance for bodily injury and
property damage with a limit of $1,000,000 per occurrence for its own account and will furnish
certificates of such insurance upon request. In the event the client desires additional coverage, we
will, upon the client's written request, obtain additional insurance at the client's expense.
Glendora I Houston I Los Angeles I San Diego
2100 East Route 66, Suite 210 Glendora, CA 91740 I T 626.650.0350 F 626.650.0352
www.12bsens!ineers.com
Page 1
GORGAN 25G-220
FEE PROPOSAL SUBCONSULTANTS: MIYAMOTO
3
114C
91)
2020 HOURLY BILLING RATES
3
0
F-P
Principal.....................................................................................
$275/hr.
Associate Principal....................................................................
$225/hr.
Senior Associate........................................................................
$170/hr.
Associate...................................................................................
$160/hr.
Senior Project Engineer.............................................................
$140/hr.
Senior Designer.........................................................................
$125/hr.
Project Engineer........................................................................
$125/hr.
a a
A 3 N
Staff Engineer............................................................................
$120/hr.
o m
W
� � a
T C
Administrative Assistant..............................................................
$SO/hr.
zS
m
Expert Witness...........................................................................
$350/hr.
�.
g' a
Deposition & Court Testimony ..................................................
$400/hr.
` @
a
� $ o
a o
@ N
�
@ n
W
� �
A`1 •
Billing rates are subject to annual review and changes based on market conditions and necessary salary
d
adjustments.
o
N
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0
0
0
3 GORGAN 25G-221
CORGAN
THANK YOU
41
P_-
=..
Francine R. UanallyaynM 6y r,a�r,.. a.
ymamal
Villareal m,rxaxanxxanexa-aana
ACOREI CERTIFICATE OF LIABILITY INSURANCE
DATE IMMIDDrrYYY)
Ill
1 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 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 Michelle
NAME.
CORE INSURANCE GROUP
4100 International Plaza
PHONE 817-471-1807 FAX
AD No:
E-MAIL
ADDRESS: Yichelle@coreins .us
Suite #150
Fort Worth TX 76109
INSURERS AFFORDING COVERAGE
NAIC #
INSURERA: Continental Insurance Company
35289
INSURED
INSURERS: Valley Forge Insurance Compaxy,
20508
Corgan Associates, Inc.
INSURER c: Continental Casualty Company
20443
INSURER D: Underwriters at Lloyd's
401 North Houston
INSURER E
Dallas TX 75202
INSURER F:
COVERAGES CERTIFICATE NUMBER: CLI9121326774 RFVICIOM MIINIRFR-
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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAYBE 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
rypE OF INSURANCE
ADDL
SUER
POLICYNUMBER
POLICYEFF
MMIDDIYYYV
POLICY EXP
MMIDDIYYYY
LIMITS
X
COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE
S 2,000,000
A
CLAIMS -MADE ❑X OCCUR
DAMAGE TO RENTED
PREMISES Ea continence
S 500,000
MED EXP(Any one person)
$ 15,000
6076463567
1/1/2020
1/1/2021
PERSONAL aADV INJURY
$ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER:
GENERALAGGREGATE
$ 4,000,000
A
POLICY � JEST rX7
LOC
PRODUCTS -COMPIOPAGG
$ 4,000,000
Per Ocomence,'Ded. ShOOD)
$ 50,000
X OTHER: SHORT TERM LEASED E U1pME
6076463587
1/1/2020
1/1/2021
AUTOMOBILE
LIABILITY
COMBINED SINGLE LIMIT
Ea accident
-$--,,BOB, 000
X
BODILY INJURY (Per person)
$
B
ANYAUTO
AALL UTOS OWNED $CHESULED
UTO
6076417533
1/1/2020
1/1/2021
BODILY INJURY (Per accident)
$
HIRED AUTOS NON-0WNED
AUTOS
PROPERTYDAMAGE
Per accident
S
$
X
UMBRELLA LIAB
X
OCCUR
EACH OCCURRENCE
$ 151000,000
AGGREGATE
$ 15,000,000
A
EXCESSIL
CLAIMS -MADE
DED X RETENTION S 10,000
$
6076417550
1/1/2020
1/1/2021
C
WORKERS COMPENSATION
60764ll600-California only
1/1/2020
1/1/2021
X PER OTH-
TATUTE ER
AND EMPLOYERS' LIABILITY YIN
E.L. EACH ACCIDENT
$ 1,000,000
ANY PROPRIETORPARTNERIEXECUTIVE =
OFFICERIMEMBER EXCLUDED?
NIA
E.L. DISEASE - EA EMPLOYEE
$ 1,000 000
B
(Mandatory In NH)
6076417564-other than m
1/1/2020
1/1/2023
If yes, describe under
E.L. DISEASE -POLICY LIMIT
$ 1,000,000
DESCRIPTION OF OPERATIONS below
C
CRIME
596644872
1/1/2020
1/1/2021
Per Loss ned.$60.00(i) 1,000,000
D
Cyber Insurance
CRI65540
01/01/2020
1/1/2021
Cyher Limit 3,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
RE: On Call Space Planning and Architectural Services RFP No. 20-040.
City of Santa Ana and all entities named S requiring additional insured status in a written executed
contract with named insured are included as additional insured with respects to general liability (On a
Primary S noncontributory basis for completed 6 ongoing operations) auto liability (On a primary and
noncontributory basis) and Umbrella liability with a Waiver of Subrogation (WOS) in their favor. WOS
applies to Workers compensation policy as well. Policies include 30 day notice of cancellation if the
policy cancels for any other reason than nonpayment of premium. Above applies as long as there is a
City of Santa Ana
Risk Management Division
20 Civic Center Plaza,
4th Floor
Santa Ana, CA 92702
ACORD 25 (2014101)
INS025 (201401)
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
Jordan/MH
The ACORD name and logo are registered marks of ACORD
10
s:p.R Risk MMugaunt D[vi®pn
,I}^� rrREVIEWm &{]APPRO}}V��®BYE�:
q � � 'i r�N4taG.1� �, UaL(/✓It�6L
® Ruk Management Analyst
COMMENTS/REMARKS
DIRECT written executed contract with Named Insured requiring the coverage.
OFREMARK COPYRIGHT 20
RhkMvugzmenl.DhUlan
REVIEWED 6 APPR BY.'
�(�� �\, �P•.
��11f1:11.1Y.t_'
FnI MfMC �. V:.�nF/�
Risk Management Analyst
COMMENTS/REMARKS
Following is a key to help you find the coverage on the attached endorsements:
General Liability Endorsements:
CNA74858XX(1-15)- Additional Insured (AI)for Ongoing Operations, Waiver of
Subrogation(WOS), Primary -Non Contributory, Per Project/location Aggregate ,
Contractual
Liability -Railroads.
CNA75079XX(1-15)-Additional Insured for Completed Operations
CNA74702XX 01-15- Blanket 30 Day Notice of Cancellation
Severability of interest is built into the GL policy.
Commercial Auto Endorsements:
CNA71527XX- PNC
CA20481013 and G56015B1191-Additional Insured
CA04441013- WOS
CNA723150213 -30 dnc
Inland Marine- G-55232 Blanket Loss payee on Floater policy only
Workers Compensation- California. Endorsements
G-19160-B-11-97WOS
WC990606-Blanket 30dnc
Workers Compensation- Not California Endorsements
W0003130484 & W420304b0614-WOS
cc6802la 02-13-A-30 dnc
Umbrella Policy - Follow Form
CNA75513XX (03-2015)- -30 dnc
Rhk Mmagemolt
CNA CNA PARAMOUNT
Blanket Additional Insured - Owners, Lessees or
Contractors - with Products -Completed
Operations Coverage Endorsement
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
It is understood and agreed as follows:
1. WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this coverage part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or
the acts or omissions of those acting on your behalf:
A. in the performance of your ongoing operations subject to such written contract; or
B. in the performance of your work subject to such written contract, but only with respect to bodily injury or
property damage included in the products -completed operations hazard, and only if:
1. the written contract requires you to provide the additional insured such coverage; and
2. this coverage part provides such coverage.
IL But if the written contract requires:
A. additional insured coverage under the 11-85 edition, 10-93 edition, or 10-01 edition of CG2010, or under the 10-
01 edition of CG2037; or
B. additional insured coverage with "arising out of language; or
C. additional insured coverage to the greatest extent permissible by law;
then paragraph 1. above is deleted in its entirety and replaced by the following:
WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by
written contract to add as an additional insured on this coverage part, but only with respect to liability for bodily
injury, property damage or personal and advertising injury arising out of your work that is subject to such written
contract.
III. Subject always to the terms and conditions of this policy, including the limits ot insurance, thensurer will Ivatprovide
such additional insured with:
A. coverage broader than required by the written contract; or
B. a higher limit of insurance than required by the written contract.
IV. The insurance granted by this endorsement to the additional insured does not apply to bodily injury, property
damage, or personal and advertising injury arising out of:
A. the rendering of, or the failure to render, any professional architectural, engineering, or surveying services,
including:
1. the preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications; and
2. supervisory, inspection, architectural or engineering activities; or
B. any premises or work for which the additional insured is specifically listed as an additional insured on another
endorsement attached to this coverage part.
V. Under COMMERCIAL GENERAL LIABILITY CONDITIONS, the Condition entitled Other Insurance is amended to
add the following, which supersedes any provision to the contrary in this Condition or elsewhere in this coverage
part:
CNA75079XX (10-16) Po
Page 1 of 2 Risk Division
EndorsemAPPROVED
The Continental Insurance Co. Effectiv Rentw�o6APPRwln BY:
Insured Name: CORGAN ASSOCIATES, INC. �I
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its[®' Risk Management Analyst
CNA CNA PARAMOUNT
Blanket Additional Insured - Owners, Lessees or
Contractors - with Products -Completed
Operations Coverage Endorsement
Primary and Noncontributory Insurance
With respect to other insurance available to the additional insured under which the additional insured is a named
insured, this insurance is primary to and will not seek contribution from such other insurance, provided that a written
contract requires the insurance provided by this policy to be:
1. primary and non-contributing with other insurance available to the additional insured; or
2. primary and to not seek contribution from any other insurance available to the additional insured.
But except as specked above, this insurance will be excess of all other insurance available to the additional insured.
VI. Solely with respect to the insurance granted by this endorsement, the section entitled COMMERCIAL GENERAL
LIABILITY CONDITIONS is amended as follows:
The Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended with the addition of
the following:
Any additional insured pursuant to this endorsement will as soon as practicable:
1. give the Insurer written notice of any claim, or any occurrence or offense which may result in a claim;
2. send the Insurer copies of all legal papers received, and otherwise cooperate with the Insurer in the investigation,
defense, or settlement of the claim; and
3. make available any other insurance, and tender the defense and indemnity of any claim to any other insurer or
self -insurer, whose policy or program applies to a loss that the Insurer covers under this coverage part. However,
if the written contract requires this insurance to be primary and non-contributory, this paragraph 3. does not
apply to insurance on which the additional insured is a named insured.
The Insurer has no duty to defend or indemnify an additional insured under this endorsement until the Insurer receives
written notice of a claim from the additional insured.
VII. Solely with respect to the insurance granted by this endorsement, the section entitled DEFINITIONS is amended to
add the following definition:
Written contract means a written contract or written agreement that requires you to make a person or organization an
additional insured on this coverage part, provided the contract or agreement:
A. is currently in effect or becomes effective during the term of this policy; and
B. was executed prior to:
1. the bodily injury or property damage; or
2. the offense that caused the personal and advertising injury;
for which the additional insured seeks coverage.
Any coverage granted by this endorsement shall apply solely to the extent permissible by law.
All other terms and conditions of the Policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect
on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and
expires concurrently with said Policy.
Page 2 of 2
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office. Inc., with
��s rtmtmvrvgemarx utwat
. Nate aswevEo s nerRw®ar.
ffl®a Rnk Management Analyst
CNA CNA PARAMOUNT
Blanket Additional Insured — Owners, Lessees or
Contractors - with Products -Completed
Operations Coverage Schedule Attachment
Name of Additional Insured Persons Or Organizations
(As required by written contract per Paragraph I of endorsement CNA75079)
BLANKET
(As per the written contract of an additional insured person or organization listed above, and
location is within the coverage territory of this coverage part.)
It is understood and agreed that you or your representative has notified the Insurer that the person or organization listed in
the above ADDITIONAL INSURED SCHEDULE has requested additional insured status under a written contract.
Please see endorsement CNA75079 for a description of the applicable coverage terms.
CNA7508OXX(10-16)
Page 1 of 1
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reseived.
REv EweD & APPRoveo BY:
p4A"+� Z V:"
Risk Management Malysl
CNA CNA PARAMOUNT
Primary and Noncontributory - Other Insurance
Condition Endorsement
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
It is understood and agreed that the condition entitled Other Insurance is amended to add the following:
Primary And Noncontributory Insurance
Notwithstanding anything to the contrary, this insurance is primary to and will not seek contribution from any other
insurance available to an additional insured under this policy provided that:
a. the additional insured is a named insured under such other insurance; and
b. the Named Insured has agreed in writing in a contract or agreement that this insurance would be primary and
would not seek contribution from any other insurance available to the additional insured.
All other terms and conditions of the Policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect
on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and
expires concurrently with said Policy.
CNA74987XX (1-15) POI
Page 1 of 1 Endorsem
The Continental Insurance Co. Effective
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its
E��=1yPp Risk Mugm"=-zd Msion
�.� ®
REVIEWED&APPROVED Br.
RHk Management An
CNA CNA PARAMOUNT
Changes - Notice of Cancellation or Material
Restriction Endorsement
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
EMPLOYEE BENEFITS LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
OWNERS AND CONTRACTORS PROTECTIVE LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
RAILROAD PROTECTIVE LIABILITY COVERAGE PART
STOP GAP LIABILITY COVERAGE PART
TECHNOLOGY ERRORS AND OMISSIONS LIABILITY COVERAGE PART
SPECIAL PROTECTIVE AND HIGHWAY LIABILITY POLICY — NEW YORK DEPARTMENT OF TRANSPORTATION
SCHEDULE
Number of days notice (other than for nonpayment of premium):
030
Number of days notice for nonpayment of premium:
N/A
Name of person or organization to whom notice will be sent:
per Schedule On File.
Address:
-
Per Schedule On File
Dallas
TX 75202-2010
If no entry appears above, the number of days notice for nonpayment of premium will be to days.
It is understood and agreed that in the event of cancellation or any material restrictions in coverage during the policy
period, the Insurer also agrees to mail prior written notice of cancellation or material restriction to the person or
organization listed in the above Schedule. Such notice will be sent prior to such cancellation in the manner prescribed in
the above Schedule.
s
All other terms and conditions of the Policy remain unchanged
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect
on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and
expires concurrently with said Policy.
CNA74702XX (1-15)
Page 1 of 1
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved.
ReAEWM 6 AITRUVD BY:
RBk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART
as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement,
then that other endorsement controls with respect to such provision, and the changes made by this endorsement with
respect to such provision do not apply.
TABLE OF CONTENTS
1.
Additional Insureds
2.
Additional Insured - Primary And Non -Contributory To Additional Insured's Insurance
3.
Additional Insured — Extended Coverage
4.
Boats
5.
Bodily Injury— Expanded Definition
6.
Broad Knowledge of Occurrence/ Notice of Occurrence
7.
Broad Named Insured
8.
Contractual Liability — Railroads
9.
Estates, Legal Representatives and Spouses
10.
Expected Or Intended Injury — Exception for Reasonable Force
11.
General Aggregate Limits of Insurance — Per Location
12.
In Rem Actions
13.
Incidental Health Care Malpractice Coverage
14.
Joint Ventures/Partnership/Limited Liability Companies
15.
Legal Liability — Damage To Premises
16.
Liquor Liability
17.
Medical Payments
18.
Non -owned Aircraft Coverage
19.
Non -owned Watercraft
20.
Personal And Advertising Injury— Discrimination or Humiliation
21.
Personal And Advertising Injury - Contractual Liability
22.
Property Damage — Elevators
23.
Retired Partners, Members, Directors And Employees
24.
Supplementary Payments
25.
Unintentional Failure To Disclose Hazards
26.
Waiver of Subrogation — Blanket
27.
Wrap -Up Extension: OCIP, CCIP or Consolidated (Wrap -Up) Insurance Programs
CNA74858XX (1-15) POI
Page 1 of 18 Endorse
me
The Continental Insurance Co. Effective
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance services Office, Inc., with its
"Mumgm¢ntDrwwt
'..\eREWED&APPROgV® )aV�:Em7
Ruk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
1. ADDITIONAL INSUREDS
a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs
A. through 1. below whom a Named Insured is required to add as an additional insured on this Coverage Part
under a written contract or written agreement, provided such contract or agreement:
(1) is currently in effect or becomes effective during the term of this Coverage Part; and
(2) was executed prior to:
(a) the bodily injury or property damage; or
(b) the offense that caused the personal and advertising injury,
for which such additional insured seeks coverage.
b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer
will not provide such additional insured with:
(1) a higher limit of insurance than required by such contract or agreement; or
(2) coverage broader than required by such contract or agreement, and in no event broader than that described
by the applicable paragraph A. through I. below.
Any coverage granted by this endorsement shall apply only to the extent permissible by law.
A. Controlling Interest
Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or
organization's liability for bodily injury, property damage or personal and advertising injury arising out of:
1. such person or organization's financial control of a Named Insured; or
2. premises such person or organization owns, maintains or controls while a Named Insured leases or
occupies such premises;
provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or
demolition operations performed by, on behalf of, or for such additional insured.
B. Co-owner of Insured Premises
A co-owner of a premises co -owned by a Named Insured and covered under this insurance but only with respect
to such co -owner's liability for bodily injury, property damage or personal and advertising injury as co-owner
of such premises.
C. Engineers, Architects or Surveyors Engaged By You
An architect, engineer or surveyor engaged by the Named Insured, but only with respect to liability for bodily
injury, property damage or personal and advertising injury caused in whole or in part by the Named Insured's
acts or omissions, or the acts or omissions of those acting on the Named Insured's behalf:
a. in connection with the Named Insured's premises; or
b. in the performance of the Named Insured's ongoing operations.
But the coverage hereby granted to such additional insureds does not apply to bodily injury, property damage
or personal and advertising injury arising out of the rendering of or failure to render any professional services
by, on behalf of, or for the Named Insured, including but not limited to:
CNA74858XX (1-15)
Page 2 of 18
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
REvIE & APPROvm ar.
copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., wdh its 1 �� Risk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
1. the preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications; or
2. supervisory, inspection, architectural or engineering activities.
0. Lessor of Equipment
Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for
bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named
Insured's maintenance, operation or use of such equipment, provided that the occurrence giving rise to such
bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place
prior to the termination of such lease.
E. Lessor of Land
Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily
injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use
of such land, provided that the occurrence giving rise to such bodily injury, property damage or the offense
giving rise to such personal and advertising injury takes place prior to the termination of such lease. The
coverage granted by this paragraph does not apply to structural alterations, new construction or demolition
operations performed by, on behalf of, or for such additional insured.
F. Lessor of Premises
An owner or lessor of premises leased to the Named Insured, or such owner or lessor's real estate manager, but
only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of
the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that
the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal
and advertising injury, takes place prior to the termination of such lease. The coverage granted by this
paragraph does not apply to structural alterations, new construction or demolition operations performed by, on
behalf of, or for such additional insured.
G. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver's
liability for bodily injury, property damage or personal and advertising injury arising out of the Named
Insured's ownership, maintenance, or use of a premises by a Named Insured.
The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition
operations performed by, on behalf of, or for such additional insured.
H. State or Governmental Agency or Subdivision or Political Subdivisions — Permits
A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization but
only with respect to such state or governmental agency or subdivision or political subdivision's liability for bodily
injury, property damage or personal and advertising injury arising out of:
1. the following hazards in connection with premises a Named Insured owns, rents, or controls and to which
this insurance applies:
a. the existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings,
canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk
vaults, street banners, or decorations and similar exposures; or
b. the construction, erection, or removal of elevators; or
c. the ownership, maintenance or use of any elevators covered by this insurance; or
UNA74858XX (1-15) Po
Capynght CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with As
E-
4
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
2. the permitted or authorized operations performed by a Named Insured or on a Named Insured's behalf.
The coverage granted by this paragraph does not apply to:
a. Bodily injury, property damage or personal and advertising injury arising out of operations performed
for the state or governmental agency or subdivision or political subdivision; or
b. Bodily injury or property damage included within the products -completed operations hazard.
With respect to this provision's requirement that additional insured status must be requested under a written
contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the
Named Insured to add the governmental entity as an additional insured.
I. Trade Show Event Lessor
1. With respect to a Named Insured's participation in a trade show event as an exhibitor, presenter or displayer,
any person or organization whom the Named Insured is required to include as an additional insured, but only
with respect to such person or organization's liability for bodily injury, property damage or personal and
advertising injury caused by:
a. the Named Insured's acts or omissions; or
b. the acts or omissions of those acting on the Named Insured's behalf,
in the performance of the Named Insured's ongoing operations at the trade show event premises during the
trade show event.
2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within
the products -completed operations hazard.
2. ADDITIONAL INSURED -PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED's INSURANCE
The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to
add the following paragraph:
if e Named insure -has agree iwriting n a—c rsttact or egreement-that-this-insurance-is-primary-and-non-
contributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not
seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own
insurance means insurance on which the additional insured is a named insured. Otherwise, and notwithstanding
anything to the contrary elsewhere in this Condition, the insurance provided to such person or organization is excess
of any other insurance available to such person or organization.
3. ADDITIONAL INSURED- EXTENDED COVERAGE
When an additional insured is added by this or any other endorsement attached to this Coverage Part, WHO IS AN
INSURED is amended to make the following natural persons Insureds.
If the additional insured is:
a. An individual, then his or her spouse is an Insured;
b. A partnership orjoint venture, then its partners, members and their spouses are Insureds;
c. A limited liability company, then its members and managers are Insureds; or
d. An organization other than a partnership, joint venture or limited liability company, then its executive officers,
directors and shareholders are Insureds;
CNA74858XX (1-15) Pol
Page 4 of 18 Endorsem � . Dhislon
The Continental Insurance Co. Effectivi REVIEWED 6 APPROVE] er.
Insured Name: CORGAN ASSOCIATES, INC. w F44w^^s Z VXAWAI
Copyright CNA All Rights Reserved. Includes copyrighted matedal of Insurance Services Office. Inc., with its Risk Management Analyst
CNA CNA PARAMOUNT,
Architects, Engineers and Surveyors General Liability
Extension Endorsement
but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only
with respect to their respective roles within their organizations.
Please see the ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES provision of this endorsement for
additional coverage and restrictions applicable to spouses of natural person Insureds.
4. BOATS
Under COVERAGES, Coverage A — Bodily Injury And Property Damage Liability, the paragraph entitled
Exclusions is amended to add the following additional exception to the exclusion entitled Aircraft, Auto or
Watercraft:
This exclusion does not apply to:
Any watercraft owned by the Named Insured that is less than 30 feet long while being used in the course of the
Named Insured's inspection or surveying work.
5. BODILY INJURY— EXPANDED DEFINITION
Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following:
Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock,
mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical
injury, sickness or disease.
6. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE
Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended
to add the following provisions:
A. BROAD KNOWLEDGE OF OCCURRENCE
The Named Insured must give the Insurer or the Insurer's authorized representative notice of an occurrence,
offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a
partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the
above to give such notice.
B. NOTICE OF OCCURRENCE
The Named Insured's rights under this Coverage Part will not be prejudiced if the Named Insured fails to give
the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured's
reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However,
the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the
Named Insured is aware that this insurance may apply to such occurrence, offense or claim.
7. BROAD NAMED INSURED
WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following:
3. Pursuant to the limitations described in Paragraph 4. below, any organization in which a Named Insured has
management control:
a. on the effective date of this Coverage Part; or
b. by reason of a Named Insured creating or acquiring the organization during the policy period,
qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary,
contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have
CNA74858XX (1-15) Po
Copynght CNA All Rights Reserved. Includes copyrighted material of Insurance Services office, Inc.. with its
E
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or
narrower than that provided by this insurance.
But this BROAD NAMED INSURED provision does not apply to:
(a) any partnership, limited liability company or joint venture; or
(b) any organization for which coverage is excluded by another endorsement attached to this Coverage Part,
For the purpose of this provision, management control means:
A. owning interests representing more than 50% of the voting, appointment or designation power for the
selection of a majority of the Board of Directors of a corporation; or
B. having the right, pursuant to a written trust agreement, to protect, control the use of, encumber or transfer or
sell property held by a trust.
4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance
does not apply to:
a. bodily injury or property damage that first occurred prior to the date of management control, or that first
occurs after management control ceases; nor
b. personal or advertising injury caused by an offense that first occurred prior to the date of management
control or that first occurs after management control ceases.
5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names
or under such other trading names or doing -business -as names (dba) as any Named Insured should choose to
employ.
8. CONTRACTUAL LIABILITY— RAILROADS
With respect to operations performed within 50 feet of railroad property, the definition of insured contract is replaced
by the following:
a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies
any person or organization for damage by fire to premises while rented to a Named Insured or temporarily
occupied by a Named Insured you with permission of the owner is not an insured contract;
b. A sidetrack agreement;
c. Any easement or license agreement;
d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a
municipality;
e. An elevator maintenance agreement;
f. That part of any other contract or agreement pertaining to the Named Insured's business (including an
indemnification of a municipality in connection with work performed for a municipality) under which the Named
Insured assumes the tort liability of another party to pay for bodily injury or property damage to a third person
or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or
agreement.
Paragraph f. does not include that part of any contract or agreement:
CNA74858XX (1-15) Pol
Page 6 of 18 Endorsem Risk mumpmrufwran
The Continental Insurance Co. Effectivil REMEwED&APPRov®6Y:
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its ®' Risk Management Analyst
CNA CNA PARAMOUNT'
Architects, Engineers and Surveyors General Liability
Extension Endorsement
(1) That indemnifies an architect, engineer or surveyor for injury or damage arising out of:
(a) Preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications; or
(b) Giving directions or instntctions, or failing to give them, if that is the primary cause of the injury or
damage;
(2) Under which the Insured, if an architect, engineer or surveyor, assumes liability for an injury or damage
arising out of the insured's rendering or failure to render professional services, including those listed in (1)
above and supervisory, inspection, architectural or engineering activities.
9. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES
The estates, executors, heirs, legal representatives, administrators, trustees, beneficiaries and spouses of any
natural person Insured or living trust shall also be insured under this policy; provided, however, coverage is afforded
to such estates, executors, heirs, legal representatives, administrators, trustees, beneficiaries and spouses only for
claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks
damages from marital community property, jointly held property or property transferred from such natural person
Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal
representative, or spouse outside the scope of such person's capacity or status as such, provided, however, that the
spouse of a natural person Named Insured, and the spouses of members or partners of joint venture or partnership
Named Insureds are Insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named
Insured's business.
10. EXPECTED OR INTENDED INJURY — EXCEPTION FOR REASONABLE FORCE
Under COVERAGES, Coverage A — Bodily Injury And Property Damage Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Expected or Intended Injury and replace it with the following:
This insurance does not apply to:
Expected or Intended Injury
Bodily injury or property damage expected or intended from the standpoint of the Insured. This exclusion does not
apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property.
11. GENERAL AGGREGATE LIMITS OF INSURANCE - PER LOCATION
A. A separate Location General Aggregate Limit, equal to the amount of the General Aggregate Limit, is the most the
Insurer will pay for the sum of:
1. All damages under Coverage A, except damages because of bodily injury or property damage included in
the products -completed operations hazard; and
2. All medical expenses under Coverage C,
that arise from occurrences or accidents which can be attributed solely to ongoing operations at that location.
Such payments shall not reduce the General Aggregate Limit shown in the Declarations, nor the Location General
Aggregate Limit of any other location.
B. All:
1. Damages under Coverage B, regardless of the number of locations involved;
CNA74858XX (1-15)
Page 7 of 18
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Pol
Endorsem
Effectiv
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services office, Inc., with Its
i%
RideMvugemmtDlAs[o; t
REVI &AppR By.
�.
Risk Management Malys[
CHA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
2. Damages under Coverage A, caused by occurrences which cannot be attributed solely to ongoing
operations at a single location, except damages because of bodily injury or property damage included in
the products -completed operations hazard; and
3. Medical expenses under Coverage C caused by accidents which cannot be attributed solely to ongoing
operations at a single location,
will reduce the General Aggregate Limit shown in the Declarations.
C. For the purpose of this GENERAL AGGREGATE LIMITS OF INSURANCE - PER LOCATION Provision,
"location" means:
1. a premises the Named Insured owns or rents; or
2. a premises not owned or rented by any Named Insured at which the Named Insured is performing
operations pursuant to a contract or written agreement. If operations at such a location have been
discontinued and then restarted, or if the authorized parties deviate from plans, blueprints, designs,
specifications or timetables, the location will still be deemed to be the same location.
For the purpose of determining the applicable aggregate limit of insurance, premises involving the same or
connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way
of a railroad shall be considered a single location.
D. The limits shown in the Declarations for Each Occurrence, for Damage To Premises Rented To You and for
Medical Expense continue to apply, but will be subject to either the Location General Aggregate Limit or the
General Aggregate Limit, depending on whether the occurrence can be attributed solely to ongoing operations at
a particular location.
E. When coverage for liability arising out of the products -completed operations hazard is provided, any payments
for damages because of bodily injury or property damage included in the products -completed operations
hazard, regardless of the number of locations involved, will reduce the Products -Completed Operations
Aggregate Limit shown in the Declarations.
F. The provisions of LIMITS OF INSURANCE not otherwise modified by this GENERAL AGGREGATE LIMITS OF
INSt1RANC-E-- PER-LOCATION-Pwvisionshall-continue-toapplyas-stipulated— -
12. IN REM ACTIONS
A quasi in rem action against any vessel owned or operated by or for the Named Insured, or chartered by or for
the Named Insured, will be treated in the same manner as though the action were in personam against the Named
Insured.
13. INCIDENTAL HEALTH CARE MALPRACTICE COVERAGE
Solely with respect to bodily injury that arises out of a health care incident:
A. Under COVERAGES, Coverage A- Bodily Injury And Property Damage Liability, the Insuring Agreement is
amended to replace Paragraphs 1.b.(1) and 1.b.(2) with the following:
b. This insurance applies to bodily injury provided that the professional health care services are incidental to
the Named Insured's primary business purpose, and only if:
(1) such bodily injury is caused by an occurrence that takes place in the coverage territory.
(2) the bodily injury first occurs during the policy period. All bodily injury arising from an occurrence will
be deemed to have occurred at the time of the first act, error, or omission that is part of the occurrence;
and
CNA74858XX (1-15) Pol
Page 8 of 18 Endorsem RIAMOWa""dDlivision
The Continental Insurance Co. Effectiv I((,I`^&APPROVED Bv:
Insured Name: CORGAN ASSOCIATES, INC.
Copydghl CNA All Rights Reserved. Includes copyrighted material of Insurance Services Orfice, Inc., with its RMWE' Risk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
B. Under COVERAGES, Coverage A — Bodily Injury And Property Damage Liability, the paragraph entitled
Exclusions is amended to:
i. add the following to the Employers Liability exclusion:
This exclusion applies only if the bodily injury arising from a health care incident is covered by other
liability insurance available to the Insured (or which would have been available but for exhaustion of its
limits).
ii. delete the exclusion entitled Contractual Liability and replace it with the following:
This insurance does not apply to:
Contractual Liability
the Insured's actual or alleged liability under any oral or written contract or agreement, including but not
limited to express warranties or guarantees.
iii. to add the following additional exclusions:
This insurance does not apply to:
Discrimination
any actual or alleged discrimination, humiliation or harassment, including but not be limited to claims based
on an individual's race, creed, color, age, gender, national origin, religion, disability, marital status or sexual
orientation.
Dishonesty or Crime
Any actual or alleged dishonest, criminal or malicious act, error or omission.
Medicare/Medicaid Fraud
any actual or alleged violation of law with respect to Medicare, Medicaid, Tricare or any similar federal, state
or local governmental program.
Services Excluded by Endorsement
Any health care incident for which coverage is excluded by endorsement.
C. DEFINITIONS is amended to:
I. add the following definitions:
Health care incident means an act, error or omission by the Named Insured's employees or volunteer
workers in the rendering of:
a. professional health care services on behalf of the Named Insured or
b. Good Samaritan services rendered in an emergency and for which no payment is demanded or received.
Professional health care services means any health care services or the related furnishing of food,
beverages, medical supplies or appliances by the following providers in their capacity as such but solely to
the extent they are duly licensed as required:
a. Physician;
CNA74858XX (1-15) Po
l
Page 9 of 18 Endorsem
The Continental Insurance Co. Effective
Insured Name: CORGAN ASSOCIATES, INC.
copyright CNA All Rights Resented. Includes copyrighted material of Insurance Services Office. Inc., with its
`F. 12®Ie Muugemml Diwdurt
REmEwm & APPROvm By.
F+Eaatne R. VtCA4"t
Ruk Managetnent Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
b. Nurse;
c. Nurse practitioner;
d. Emergency medical technician;
e. Paramedic;
f. Dentist;
g. Physical therapist;
h. Psychologist;
i. Speech therapist;
j. Other allied health professional; or
Professional health care services does not include any services rendered in connection with human clinical
trials or product testing.
ii. delete the definition of occurrence and replace it with the following:
Occurrence means a health care incident. All acts, errors or omissions that are logically connected by any
common fact, circumstance, situation, transaction, event, advice or decision will be considered to constitute a
single occurrence;
III. amend the definition of Insured to:
a. add the following:
the Named Insured's employees are Insureds with respect to:
(1) bodily injury to a co -employee while in the course of the cc -employee's employment by the
Named Insured or while performing duties related to the conduct of the Named Insured's
(2) bodily injury to a volunteer worker while performing duties related to the conduct of the
Named Insured's business;
when such bodily injury arises out of a health care incident.
the Named Insured's volunteer workers are Insureds with respect to:
(1) bodily injury to a co -volunteer worker while performing duties related to the conduct of the
Named Insured's business; and
(2) bodily injury to an employee while in the course of the employee's employment by the Named
Insured or while performing duties related to the conduct of the Named Insured's business;
when such bodily injury arises out of a health care incident.
b. delete Subparagraphs (a), (b), (c) and (d) of Paragraph 2.a.(1) of WHO IS AN INSURED.
D. The Other Insurance condition is amended to delete Paragraph b.(1) in its entirety and replace it with the
following:
Otherinsurance
CNA74858XX (1-15) rot
Page 10 of 18 Endorsem RIA Mougemad Divislan
The Continental Insurance Co. EffectiV REV1Ev D&APPRovm Bv:
Insured Name: CORGAN ASSOCIATES, INC. f.^hz P- vskut
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with ifs RiskManageinenf Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
b. Excess Insurance
(1) To the extent this insurance applies, it is excess over any other insurance, self insurance or risk transfer
instrument, whether primary, excess, contingent or on any other basis, except for insurance purchased
specifically by the Named Insured to be excess of this coverage.
14. JOINT VENTURES / PARTNERSHIP / LIMITED LIABILITY COMPANIES
A. Past Joint Ventures, Partnerships, Limited Liability Companies
The following is added to WHO IS AN INSURED:
If the Named Insured was a joint venturer, partner, or member of a limited liability company and such joint
venture, partnership or limited liability company terminated prior to or during the policy period, such Named
Insured is an Insured with respect to its interest in such joint venture, partnership or limited liability company but
only to the extent that:
a. any offense giving rise to personal and advertising injury occurred prior to such termination date, and the
personal and advertising injury arising out of such offense, first occurred after such termination date;
b. the bodily injury or property damage first occurred after such termination date; and
c. there is no other valid and collectible insurance purchased specifically to insure the partnership, joint venture
or limited liability company.
If the joint venture, partnership or limited liability company is or was insured under a consolidated (wrap-up)
insurance program, then such insurance will always be considered valid and collectible for the purpose of
paragraph c. above. But this provision will not serve to exclude bodily injury, property damage or personal and
advertising injury that would otherwise be covered under the Architects, Engineers And Surveyors General
Liability Extension Endorsement provision entitled WRAP-UP EXTENSION: OCIP, CCIP, OR
CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS. Please see that provision for the definition of
consolidated (wrap-up)insurance program.
B. Participation In Current Professional Joint Ventures
The following is added to WHO IS AN INSURED:
The Named Insured is also an Insured for participation in a current joint venture that is not named on the
Declarations, but only if such joint venture meets all of the following criteria:
a. Each and every one of the Named Insured's co -venturers are architectural, engineering or surveying firms
only; and
b. There is no other valid and collectible insurance purchased specifically to insure the joint venture.
However, the Named Insured is an Insured only for the conduct of such Named Insured's business within such
a joint venture. The Named Insured is not insured for liability arising out of the acts or omissions of other co -
venturers, nor of their partners, members or employees.
C. WHO IS AN INSURED is amended to delete its last paragraph and replace it with the following:
Except as provided under this Architects, Engineers And Surveyors General Liability Extension
Endorsement or by the attachment of another endorsement ('If any), no person or organization is an Insured with
respect to the conduct of any current or past partnership, joint venture or limited liability company that is not
shown as a Named Insured in the Declarations.
CNA74858XX (1-15) PO
l
Page 11 of 18 Endorse In
The Continental Insurance Co. Effective
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insumnce services Office. Inc., with Its
eN BhkMrouganndeo O n
.F IitvltwmfiArraw®By:
a f4i0llWZ VXAIInl
14-11WE Risk Management Malyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
15. LEGAL LIABILITY — DAMAGE TO PREMISES / ALIENATED PREMISES / PROPERTY IN THE NAMED
INSURED'S CARE, CUSTODY OR CONTROL
A. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete exclusion j. Damage to Property in its entirety and replace it with the following:
This insurance does not apply to:
j. Damage to Property
Property damage to:
(1) Property the Named Insured owns, rents, or occupies, including any costs or expenses incurred by you,
or any other person, organization or entity, for repair, replacement, enhancement, restoration or
maintenance of such property for any reason, including prevention of injury to a person or damage to
another's property;
(2) Premises the Named Insured sells, gives away or abandons, if the property damage arises out of any
part of those premises;
(3) Property loaned to the Named Insured;
(4) Personal property in the care, custody or control of the Insured;
(5) That particular part of real property on which the Named Insured or any contractors or subcontractors
working directly or indirectly on the Named Insured's behalf are performing operations, if the property
damage arises out of those operations; or
(6) That particular part of any property that must be restored, repaired or replaced because your work was
incorrectly performed on it.
Paragraphs (1), (3) and (4) of this exclusion do not apply to property damage (other than damage by fire) to
premises rented to the Named Insured or temporarily occupied by the Named Insured with the permission of
the owner, nor to the contents of premises rented to the Named Insured for a period of 7 or fewer
consecutive days. A separate limit of insurance_ applies to Damage To Premises Rented To You as described
in LIMITS OF INSURANCE.
Paragraph (2) of this exclusion does not apply if the premises are your work
Paragraphs (3), (4), (5) and (6) of this exclusion do not apply to liability assumed under a sidetrack
agreement.
Paragraph (6) of this exclusion does not apply to property damage included in the products -completed
operations hazard.
Paragraphs (3) and (4) of this exclusion do not apply to property damage to:
i. tools, or equipment the Named Insured borrows from others, nor
ii. other personal property of others in the Named Insured's care, custody or control while being used in the
Named Insured's operations away from any Named Insured's premises.
However, the coverage granted by this exception to Paragraphs (3) and (4) does not apply to:
a. property at a job site awaiting or during such property's installation, fabrication, or erection;
b. property that is mobile equipment leased by an Insured;
CNA74858XX (1-15) Po
l
Page 12 of 18 Endorsem %. � DWan
The Continental Insurance Co. Effectiv ����t� ReAEwEo&APPIsw®Br.
Insured Name: CORGAN ASSOCIATES, INC . �;�t�ttt■r��", F^+��`^'� �• �^•�P
Copyright CNA All Rights Reserved, Includes copyrighted material of Insurance services Office, Inc., with its ®' Risk Management Analyst
CNA CNA PARAMOUNT
/� Architects, Engineers and Surveyors General Liability
Extension Endorsement
c. property that is an auto, aircraft or watercraft;
d. property in transit; or
e. any portion of property damage for which the Insured has available other valid and collectible
insurance, or would have such insurance but for exhaustion of its limits, or but for application of one of its
exclusions.
A separate limit of insurance and deductible apply to such property of others. See LIMITS OF INSURANCE
as amended below.
B. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete its last paragraph and replace it with the following:
Exclusions c. through n. do not apply to damage by fire to premises while rented to a Named Insured or
temporarily occupied by a Named Insured with permission of the owner, nor to damage to the contents of
premises rented to a Named Insured for a period of 7 or fewer consecutive days.
A separate limit of insurance applies to this coverage as described in LIMITS OF INSURANCE.
C. The following paragraph is added to LIMITS OF INSURANCE:
Subject to 5. above, $25,000 is the most the Insurer will pay under Coverage A for damages arising out of any
one occurrence because of the sum of all property damage to borrowed tools or equipment, and to other
personal property of others in the Named Insured's care, custody or control, while being used in the Named
Insured's operations away from any Named Insured's premises. The Insurer's obligation to pay such property
damage does not apply until the amount of such property damage exceeds $1,000. The Insurer has the right but
not the duty to pay any portion of this $1,000 in order to effect settlement. If the Insurer exercises that right, the
Named Insured will promptly reimburse the Insurer for any such amount.
D. Paragraph 6., Damage To Premises Rented To You Limit, of LIMITS OF INSURANCE is deleted and replaced by
the following:
6. Subject to Paragraph 5. above, (the Each Occurrence Limit), the Damage To Premises Rented To You Limit
is the most the Insurer will pay under Coverage A for damages because of property damage to any one
premises while rented to the Named Insured or temporarily occupied by the Named Insured with the
permission of the owner, including contents of such premises rented to the Named Insured for a period of 7
or fewer consecutive days. The Damage To Premises Rented To You Limit is the greater of:
a. $500,000;or
b. The Damage To Premises Rented To You Limit shown in the Declarations.
E. Paragraph 4.b.(1)(a)(ii) of the Other Insurance Condition is deleted and replaced by the following:
(ii) That is property insurance for premises rented to the Named Insured, for premises temporarily occupied by
the Named Insured with the permission of the owner; or for personal property of others in the Named
Insured's care, custody or control;
16. LIQUOR LIABILITY
Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Liquor Liability.
This LIQUOR LIABILITY Provision does not apply to any person or organization who otherwise qualifies as an
additional insured on this Coverage Part.
CNA74858XX (1-15) Pol
Page 13 of 18 Endorsem
The Continental Insurance Co. Effectiv
Insured Name: CORGAN ASSOCIATES, INC.
Copynght CNA All Rights Reserved. Includes copynghteo material of Insurance services office, Inc., with its
RiskMwgemmtDividon
p Irrmmw 6 APrRwD Br.
!�.
Rlsk Management Melyrt
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
17. MEDICAL PAYMENTS
A. LIMITS OF INSURANCE is amended to delete Paragraph 7. (the Medical Expense Limit) and replace it with the
following:
7. Subject to Paragraph 5. above (the Each Occurrence Limit), the Medical Expense Limit is the most the
Insurer will pay under Coverage C for all medical expenses because of bodily injury sustained by any one
person. The Medical Expense Limit is the greater of:
(1) $15,000 unless a different amount is shown here: $N,NNN,NNN,NNN; or
(2) the amount shown in the Declarations for Medical Expense Limit.
B. Under COVERAGES, the Insuring Agreement of Coverage C — Medical Payments is amended to replace
Paragraph 1.a.(3)(b) with the following:
(b) The expenses are incurred and reported to the Insurer within three years of the date of the accident; and
18. NON -OWNED AIRCRAFT
Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended as follows:
The exclusion entitled Aircraft, Auto or Watercraft is amended to add the following:
This exclusion does not apply to an aircraft not owned by any Named Insured, provided that:
1. the pilot in command holds a currently effective certificate issued by the duly constituted authority of the United
States of America or Canada, designating that person as a commercial or airline transport pilot;
2. the aircraft is rented with a trained, paid crew to the Named Insured; and
3. the aircraft is not being used to carry persons or property for a charge.
19. NON -OWNED WATERCRAFT
Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended to delete subparagraph (2) of the exclusion entitled Aircraft, Auto or Watercraft, and
replace it with the following.
This exclusion does not apply to:
(2) a watercraft that is not owned by any Named Insured, provided the watercraft is:
(a) less than 75 feet long; and
(b) not being used to carry persons or property for a charge.
20. PERSONAL AND ADVERTISING INJURY —DISCRIMINATION OR HUMILIATION
A. Under DEFINITIONS, the definition of personal and advertising injury is amended to add the following tort:
Discrimination or humiliation that results in injury to the feelings or reputation of a natural person.
B. Under COVERAGES, Coverage B — Personal and Advertising Injury Liability, the paragraph entitled
Exclusions is amended to:
1. delete the Exclusion entitled Knowing Violation Of Rights Of Another and replace it with the following:
CNA74858XX (1-15) rot
Page 14 of 18 Endorsem tt.Il ntm.eodo"
The Continental Insurance Co. Effectiv 2 �'^EwED
&Meaw®av:
Insured Name: CORGAN ASSOCIATES, INC. tey,.. �~Cf c, F�wae Vitma
copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its ® Risk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
This insurance does not apply to:
Knowing Violation of Rights of Another
Personal and advertising injury caused by or at the direction of the Insured with the knowledge that the act
would violate the rights of another and would inflict personal and advertising injury. This exclusion shall not
apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but
only if such discrimination or humiliation is not done intentionally by or at the direction of:
(a) the Named Insured; or
(b) any executive officer, director, stockholder, partner, member or manager (if the Named Insured is a
limited liability company) of the Named Insured.
2. add the following exclusions:
This insurance does not apply to:
Employment Related Discrimination
discrimination or humiliation directly or indirectly related to the employment, prospective employment, past
employment or termination of employment of any person by any Insured.
Premises Related Discrimination
discrimination or humiliation arising out of the sale, rental, lease or sub -lease or prospective sale, rental,
lease or sub -lease of any room, dwelling or premises by or at the direction of any Insured.
Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity
because of discrimination.
The coverage provided by this PERSONAL AND ADVERTISING INJURY —DISCRIMINATION OR HUMILIATION
Provision does not apply to any person or organization whose status as an Insured derives solely from
Provision 1. ADDITIONAL INSURED of this endorsement; or
attachment of an additional insured endorsement to this Coverage Part.
21. PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY
A. Under COVERAGES, Coverage B —Personal and Advertising Injury Liability, the paragraph entitled
Exclusions is amended to delete the exclusion entitled Contractual Liability.
B. Solely for the purpose of the coverage provided by this PERSONAL AND ADVERTISING INJURY - LIMITED
CONTRACTUAL LIABILITY provision, the following changes are made to the section entitled
SUPPLEMENTARY PAYMENTS — COVERAGES A AND B:
1. Paragraph 2.d. is replaced by the following:
d. The allegations in the suit and the information the Insurer knows about the offense alleged in such suit
are such that no conflict appears to exist between the interests of the Insured and the interests of the
indemnitee;
2. The first unnumbered paragraph beneath Paragraph 2.f.(2)(b) is deleted and replaced by the following:
So long as the above conditions are met, attorney's fees incurred by the Insurer in the defense of that
indemnitee, necessary litigation expenses incurred by the Insurer, and necessary litigation expenses incurred
CNA74858XX (1-15)
Page 15 of 18
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Endorsemi
Effective
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office. Inc., with its
_ Rule Mougement DMsian
l
PREVIEWED 6 APPROVED BY: t IW� Z Vj, ,A ie.
Ruk Management Analyst
CNA I PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
by the indemnitee at the Insurers request will be paid as defense costs. Such payments will not be deemed
to be damages for personal and advertising injury and will not reduce the limits of insurance.
C. This PERSONAL AND ADVERTISING INJURY -LIMITED CONTRACTUAL LIABILITY Provision does not apply
if Coverage B -Personal and Advertising Injury Liability is excluded by another endorsement attached to this
Coverage Part.
This PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY Provision does not apply to any
person or organization who otherwise qualifies as an additional insured on this Coverage Part.
22. PROPERTY DAMAGE -ELEVATORS
A. Under COVERAGES, Coverage A - Bodily Injury and Property Damage Liability, the paragraph entitled
Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of
the Damage to Property Exclusion do not apply to property damage that results from the use of elevators.
B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE - ELEVATORS Provision, the
Other Insurance conditions is amended to add the following paragraph:
This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other
basis that is Property insurance covering property of others damaged from the use of elevators.
23. RETIRED PARTNERS, MEMBERS, DIRECTORS AND EMPLOYEES
WHO IS INSURED is amended to include as Insureds natural persons who are retired partners, members, directors
or employees, but only for bodily injury, property damage or personal and advertising injury that results from
services performed for the Named Insured under the Named Insured's direct supervision. All limitations that apply to
employees and volunteer workers also apply to anyone qualifying as an Insured under this Provision.
24. SUPPLEMENTARY PAYMENTS
The section entitled SUPPLEMENTARY PAYMENTS - COVERAGES A AND B is amended as follows:
A. Paraqraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000.
B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a
$1,000. limit.
25. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS
If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named
Insured's Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure.
26. WAIVER OF SUBROGATION - BLANKET
Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to
add the following:
The Insurer waives any right of recovery the Insurer may have against any person or organization because of
payments the Insurer makes for injury or damage arising out of:
1. the Named Insured's ongoing operations; or
2. your work included in the products -completed operations hazard.
However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in
a written contract or written agreement, and only if such contract or agreement:
CNA74858XX (1-15) Pol
Page 16 of 18 Endorsem % RI&N-VementDhielon
The Continental insurance Co. Effectiv ��REvlevm&/NPROV®Bv:
Insured Name: CORGAN ASSOCIATES, INC. 8' �+r^-+`e R• V^^u�
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its Riskblanagement Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
1. is in effector becomes effective during the term of this Coverage Part; and
2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the
claim.
27. WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS
Note: The following provision does not apply to any public construction project in the state of Oklahoma, nor to any
construction project in the state of Alaska, that is not permitted to be insured under a consolidated (wrap-up)
insurance program by applicable state statute or regulation.
If the endorsement EXCLUSION — CONSTRUCTION WRAP-UP is attached to this policy, or another exclusionary
endorsement pertaining to Owner Controlled Insurance Programs (O.C.I.P.) or Contractor Controlled Insurance
Programs (C.C.I.P.) is attached, then the following changes apply:
A. The following wording is added to the above -referenced endorsement:
With respect to a consolidated (wrap-up) insurance program project in which the Named Insured is or was
involved, this exclusion does not apply to those sums the Named Insured become legally obligated to pay as
damages because of:
1. Bodily injury, property damage, or personal or advertising injury that occurs during the Named Insured's
ongoing operations at the project, or during such operations of anyone acting on the Named Insured's
behalf; nor
2. Bodily injury or property damage included within the products -completed operations hazard that arises
out of those portions of the project that are not residential structures.
B. Condition 4. Other Insurance is amended to add the following subparagraph 4.b.(1)(c):
This insurance is excess over:
(c) Any of the other insurance whether primary, excess, contingent or any other basis that is insurance available
to the Named Insured as a result of the Named Insured being a participant in a consolidated (wrap-up)
insurance program, but only as respects the Named Insured's involvement in that consolidated (wrap-up)
insurance program.
C. DEFINITIONS is amended to add the following definitions:
Consolidated (wrap-up) insurance program means a construction, erection or demolition project for which the
prime contractor/project manager or owner of the construction project has secured general liability insurance
covering some or all of the contractors or subcontractors involved in the project, such as an Owner Controlled
Insurance Program (O.C.I.P.) or Contractor Controlled Insurance Program (C.C.I.P.).
Residential structure means any structure where 30% or more of the square foot area is used or is intended to
be used for human residency, including but not limited to:
1. single or multifamily housing, apartments, condominiums, townhouses, co-operatives or planned unit
developments; and
2. the common areas and structures appurtenant to the structures in paragraph 1. (including pools, hot tubs,
detached garages, guest houses or any similar structures).
However, when there is no individual ownership of units, residential structure does not include military housing,
college/university housing or dormitories, long term care facilities, hotels or motels. Residential structure also
does not include hospitals or prisons.
CNA74858XX (1-15) Po
l
Page 17 of 18 Endorsem
The Continental Insurance Co. Effective
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Resewed. Includes copyrighted material of Insurance Services Office, Inc., with its
Rule Man.gem ad ntvalan
E
EAEwED bAPPRIOVEDBY.'
Rnk Management Analyst
CNA CNA PARAMOUNT
Architects, Engineers and Surveyors General Liability
Extension Endorsement
This WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS Provision
does not apply to any person or organization who otherwise qualifies as an additional insured on this Coverage Part.
All other terms and conditions of the Policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect
on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and
expires concurrently with said Policy.
Page 18 of 18
The Continental Insurance Co.
Insured Name: CORGAN ASSOCIATES, INC.
Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its
REVIEWED&APPROVED By:
Fin cL.e R. VcCL��
®' Risk hlanagem nl Analyst
POLICY NUMBER INSURED NAME AND ADDRESS
C 6076463587 CORGAN ASSOCIATES, INC.
401 N HOUSTON ST
C/O ACCOUNTS PAYABLE
DALLAS, TX 75202-2010
INLAND MARINE LOSS PAYEE SCHEDULE
All loss payees as their interests may appear in the Covered Property.
The following provisions apply in accordance with the insurable interest of the loss
payee: Loss Payable, Lender's Loss Payable, or Contract of Sale.
Description of Property: Any Covered Property in which a loss payee, creditor or lender
holds an interest, including any person or organization you have entered a contract with
for the sale of the Covered Propery.
LOCATION N/A BUILDING N/A
Provisions Applicable : N/A
Description of Property: Leased and Rented Equipment
Loss Payee Name and Address:
BROADCAST RENTALS INC
PO BOX 3175
TEMPE, AZ 85280
Provisions Applicable : N/A
Description of Property: LEASED AND RENTED EQUIPMENT
Loss Payee Name and Address:
WOODEN NICKLE LIGHTING INC
6920 TUJUNGA AVE
NORTH HOLLYWOOD, CA 91605
Chairman of the Boats
G-55232 (Ed. 01/97) INSURED
Countersignature
�Alw
Risk Manageaent Division
REVIEWED f, APPROVED By:
/e
® Risk Management Malys[
Workers Compensation And Employers Liability Insurance
This endorsement applies only to the insurance provided by the policy because Texas is shown in Item 3.A. of
the Information Page.
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, but this waiver applies only with
respect to bodily injury arising out of the operations described in the Schedule where you are required by a
written contract to obtain this waiver from us.
This endorsement shall not operate directly or indirectly to benefit anyone not named in the Schedule.
The premium for this endorsement is shown in the Schedule.
Schedule
1. ❑ Specific Waiver
Name of person or organization
X❑ Blanket Waiver
Any person or organization for whom the Named Insured has agreed by written contract to furnish this
waiver.
2. Operations: All Texas Operations
3. Premium:
The premium charge for this endorsement shall be 2% percent of the premium developed on payroll in
connection with work performed for the above person(s) or organization(s) arising out of the operations
described.
4. Advance Premium: Refer to Schedule of Operations
All other terms and conditions of the policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another
effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy
unless another expiration date is shown below.
Form No: WC 42 03 04 B (06-2014) r
Endorsement Effective Date: Endorsement Expiration Date: E "MoogwriattD[Wtlmt
Endorsement No: 51; Page: 1 of 1 P "a' , 1�� REOEMM&APPRw®Br.
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Ifµr,µ.K �. V:.i�lAl�
Chicago, IL 60606
—.— �' Risk Management Analyst
£' Copyright 2014 National Council on Compensation Insurance, Inc. All Rights Rese
CNAWorkers Compensation And Employers Liability Insurance
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 shall not operate directly or indirectly to benefit anyone not named in the Schedule.
Schedule
Any Person or Organization on whose behalf you are required to obtain this waiver of our right to recover
from under a written contract or agreement.
The premium charge for the endorsement is reflected in the Schedule of Operations.
All other terms and conditions of the policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another
effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy
unless another expiration date is shown below.
Form No: WC 00 03 13 (04-1984) P
Endorsement Effective Date: Endorsement Expiration Date: E
Endorsement No: 5; Page: 1 of 1 P
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St,
Chicago, IL 60606
Copyright 1983 National Council on Compensation Insurance,
Risk Mmageme t DMe(un
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AMORWO. R[sk Management Analyst
CNA
Workers Compensation And Employers Liability Insurance
This endorsement changes the policy to which it is attached.
It is agreed that Part One - Workers' Compensation Insurance G. Recovery From Others and Part Two -
Employers' Liability Insurance H. Recovery From Others are amended by adding the following:
We will not enforce our right to recover against persons or organizations. (This agreement applies only to the
extent that you perform work under a written contract that requires you to obtain this agreement from us.)
PREMIUM CHARGE - Refer to the Schedule of Operations
The charge will be an amount to which you and we agree that is a percentage of the total standard premium for
California exposure. The amount is 2%.
All other terms and conditions of the policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another
effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy
unless another expiration date is shown below.
Form No: G-19160-B (11-1997)
Endorsement Effective Date: Endorsement Expiration Date:
Endorsement No: 2; Page: 1 of 1
Underwriting Company: Continental Casualty Company, 151 N Franklin St, Chicago, IL 60606
� Copyright CNA All Rights Reserved.
P
E
P
RiskMowganad Division
RE Al 6 APPRove] By:
[
Buk Management Analyst
CNA C 1
(Ed.d. 02/ 02/13)
NOTICE OF CANCELLATION TO CERTIFICATEHOLDERS
It is understood and agreed that:
If you have agreed under written contract to provide notice of cancellation to a party to whom the Agent of Record
has issued a Certificate of Insurance, and if we cancel a policy term described on that Certificate of Insurance for any
reason other than nonpayment of premium, then notice of cancellation will be provided to such Certificateholders at
least 30 days in advance of the date cancellation is effective.
If notice is mailed, then proof of mailing to the last known mailing address of the Certifcateholder on file with the
Agent of Record will be sufficient to prove notice.
Any failure by us to notify such persons or organizations will not extend or invalidate such cancellation, or impose any
liability or obligation upon us or the Agent of Record.
CC68021A (Ed.
Page 1 of 1
Insured Name: Copyright CNA All Rights Reserved.
Poli
EndorsemE
EffectivE
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CNACNA Paramount Excess and Umbrella Liability
This endorsement modifies insurance provided under the following:
PARAMOUNT EXCESS AND UMBRELLA LIABILITY POLICY
PARAMOUNT UMBRELLA LIABILITY POLICY
PARAMOUNT EXCESS LIABILITY POLICY
It is understood and agreed as follows:
NUMBER OF DAYS NOTICE OF CANCELLATION (OTHER THAN NONPAYMENT OF PREMIUM)
Notwithstanding anything to the contrary, for any statutorily permitted reason other than nonpayment of
premium, the number of days required for written notice of cancellation to the Named Insured listed first in the
Declarations of this Policy is increased to 30 days before the effective date of cancellation.
All other terms and conditions of the policy remain unchanged.
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another
effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy
unless another expiration date is shown below.
Form No: CNA75513XX (03-2015) P
Endorsement Effective Date: Endorsement Expiration Date: P
Endorsement No: 2; Page: 1 of 1 P
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606
's Copyright CNA All Rights Reserved.
Risk Mawge..d Dhisbn
RevlE 6 APPRova7 Or.
1®Risk Management Analyst
CNA
Business Auto Policy
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless
modified by this endorsement.
This endorsement identifies person(s) or organization(s) who are "insureds" for Covered Autos Liability
Coverage under the Who Is An Insured provision of the Coverage Form. This endorsement does not alter
coverage provided in the Coverage Form.
This endorsement changes the policy effective on the inception date of the policy unless another date is
indicated below.
Named Insured: CORGAN ASSOCIATES, INC.
Endorsement Effective Date: 01 /01 /2020
SCHEDULE
Name Of Person(s) Or Organization(s):
ANY PERSON OR ORGANIZATION THAT THE NAMED INSURED IS OBLIGATED TO PROVIDE INSURANCE
WHERE REQUIRED BY A WRITTEN CONTRACT OR AGREEMENT IS AN INSURED,BUT ONLY WITH RESPECT
TO LEGAL RESPONSIBILITY FOR ACTS OR OMISSIONS OF A PERSON/ORGANIZATION FOR WHOM
LIABILITY COVERAGE IS AFFORDED UNDER THIS POLICY
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Each person or organization shown in the Schedule is an "insured" for Covered Autos Liability Coverage, but
only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision
contained in Paragraph A.1. of Section II - Covered Autos Liability Coverage in the Business Auto and Motor
Carrier Coverage Forms and Paragraph D.2. of Section I - Covered Autos Coverages of the Auto Dealers
Coverage Form.
Form No: CA 20 48 10 13 P
Endorsement Effective Date: Endorsement Expiration Date: P
Endorsement No: 9; Page: 1 of 1 P
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St. Chicago, IL 60606
0 Copyright Insurance Services Office, Inc.,
RhirMarsgm enlDMs[on
REmEwED 6 APPROvae 6y., r
�� Risk Management Analyst
CNA
It is understood and agreed that this endorsement amends the following:
AUTO DEALERS COVERAGE FORM
BUSINESS AUTO COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
Business Auto Policy
In the event of cancellation or material change that reduces or restricts the insurance provided by this Coverage
Form, we agree to send prior notice of cancellation or material change to the person or organization scheduled
below at the address scheduled below. This endorsement does not amend our obligation to notify the Named
Insured of cancellation as described in the Common Policy Conditions or in another endorsement attached to
this policy.
SCHEDULE
11. Number of days advance notice:
10 Days if we cancel for non-payment of premium.
30 Days if the policy is cancelled for any other reason, or if coverage is restricted or reduced by
2. Person or Organization's Name and Address
Name:
BLANKET AS REQUIRED PER WRITTEN CONTRACT
Attention:
Street Address:
City, State, 21P:
e-mail address:
All other terms and conditions of the policy remain unchanged
This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers,
takes effect on the Policy Effective date of said policy at the hour stated in said policy, unless another effective
date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy.
Form No: CNA72315XX (04-2019) P
Endorsement Effective Date: Endorsement Expiration Date: P
Endorsement No: 17; Page: 1 of 1 P
Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606
� Copyright CNA All Rights Reserved
Risk Mnugo adDlvielm
t, VIEweo 6 APPRovm 9Y:
eraRE
��' Rukklanagemen[Malyst
NOTICE OF COMPLIANCE
CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL
Contractor
Corgan Associates, Inc.
Name:
Project
A-2020-230-11
Number:
Project Agreement To Provide On-Call Space Planning And
Name:Architectural Consulting Services
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
ACORD
Form
AUTOMOBILE LIABILITY 6076417533 01/01/2024 12/19/2022 20221221-
102728-
77.pdf
City of Santa
GENERAL LIABILITY 6076463587 01/01/2024 12/28/2022 Ana -
Corgan.pdf
City of Santa
Ana_CAI_PL
PROFESSIONAL LIABILITY DPR5006201 12/11/2023 02/14/2023
12-11-
2023.pdf
ACORD
Form
WORKERS COMPENSATION AND
6076417564 01/01/2024 12/19/2022 20221221-
EMPLOYERS' LIABILITY
102728-
77.pdf
Thank you,
City of Santa Ana
Risk Management Division
in partnership with
CTrax Plus Services Team
2/15/2023 12:01 PM