HomeMy WebLinkAboutBORDERS ARCHITECTSplyNSURANCE ON FILE
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CONSULTANT AGREEMENT
O'. Aoki aurr ef5) ($M' I CITY OF SANTA ANA
THIS"AGREEMENT is made and entered into on this 16`" day of August, 2021, by and between
Borders Architects ("Consultant"), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
("City").
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of
donated furniture coordination services.
B, Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting 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
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in the Scope of Services attached
hereto as Exhibit A.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in the Scope of Services attached hereto as
Exhibit A. The total sum to be expended under this Agreement shall not exceed Three
Thousand Dollars ($3,000.00) during the Term of this Agreement.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. Payment
need not be made for work that fails to meet the standards of performance set forth in
the Recitals, which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and continue through
December 1, 2021, unless terminated earlier in accordance with Section 15, below. The term of
Page 1 of 9
the Agreement may be extended upon a writing executed by the City Manager and the City
Attorney.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against
claims for injuries to persons or damages to property which may arise from or in connection with
the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
a. MINIMUM SCOPE AND LIMIT OF INSURANCE Coverage shall beat least as broad
as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00
01 covering CGL on an "occurrence" basis, including products and completed
operations, property damage, bodily injury and personal & advertising injury
with limits no less than $2,000,000 per occurrence. If a general aggregate limit
applies, either the general aggregate limit shall apply separately to this
prcject/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be
twice the required occurrence limit.
Page 2 of 9
2. Automobile Liability: Insurance Services Office Form Number CA 0001
covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8
(hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for
bodily injury and property damage.
3. Workers' Compensation: insurance as required by the State of California, with
Statutory Limits, and Employer's Liability Insurance with limit of no less than
$1,000,000 per accident for bodily injury or disease.
4. If the Consultant maintains broader coverage and/or higher limits than the
minimums shown above, the City requires and shall be entitled to the broader
coverage and/or the higher limits maintained by the Consultant. Any available
insurance proceeds in excess of the specified minimum limits of insurance and
coverage shall be available to the City.
b. Other Insurance Provisions — The insurance policies are to contain, or be endorsed to
contain, the following provisions:
1. Additional Insured Status: The City, its officers, officials, employees, and
volunteers are to be covered as additional 'insureds on the CGL policy with
respect to liability arising out of work or operations performed by or on behalf
of the Consultant including materials, parts, or equipment furnished in
connection with such work or operations. General liability coverage can be
provided in the form of an endorsement to the Consultant's insurance (at least
as broad as ISO Form CG 20 10 11 85 or if not available, through the addition
of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if a
later edition is used).
2. Primary Coverage: For any claims related to this contract, the Consultant's
insurance coverage shall be primary coverage at least as broad as ISO CG 20
0104 13 as respects the City, its officers, officials, employees, and volunteers.
Any insurance or self-insurance maintained by the City, its officers, officials,
employees, or volunteers shall be excess of the Consultant's insurance and shall
not contribute with it.
3. Notice of Cancellation: Each insurance policy required above shall state that
coverage shall not be canceled, except with notice to the City.
4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any right
to subrogation which any insurer of said Consultant may acquire against the
City by virtue of the payment of any loss under such insurance. Consultant
agrees to obtain any endorsement that may be necessary to affect this waiver of
subrogation, but this provision applies regardless of whether or not the City has
received a waiver of subrogation endorsement from the insurer.
5. Self -Insured Detentions: Self -insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase coverage
with a lower retention or provide proof of ability to pay losses and related
investigations, claim administration, and defense expenses within the retention.
The policy language shall provide, or be endorsed to provide, that the self -
insured retention may be satisfied by either the named insured or City.
Page 3 of 9
6, Acceptability of Insurers: Insurance is to be placed with insurers authorized to
conduct business in the state with a current A.M. Best's rating of no less than
A:VII, unless otherwise acceptable to the City.
7. Claims Made Policies: If any of the required policies provide coverage on a
claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the
contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract of
work.
3. If coverage is canceled or non -renewed, and not replaced with another
claims -made policy form with a Retroactive Date prior to the contract
effective date, the Consultant must purchase "extended reporting"
coverage for a minimum of five (5) years after completion of contract
work.
8. irerifcation of Coverage: Consultant shall furnish the City with original
Certificates of Insurance including all required amendatory endorsements (or
copies of the applicable policy language effecting coverage required by this
clause) and a copy of the Declarations and Endorsement Page of the CGL policy
listing all policy endorsements to City before work begins. However, failure to
obtain the required documents prior to the work beginning shall not waive the
Consultant's obligation to provide them.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, 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, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section I of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
Page 4 of 9
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. 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.
10. 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
infonnation 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.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
Page 5 of 9
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided 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.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, 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 is not embodied herein.
14. 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 contractors retained by City.
15. 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(s) 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.
Page 6 of 9
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. 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.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other 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.
19. 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:
Cleric of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director
Community Development Agency
City of Santa Ana
Page 7 of 9
20 Civic Center Plaza (M-25)
P.O. Box 1988
Santa Ana, California 92702
To Consultant;
Shelly J. DiLauro
Principal
Borders Architects
1675 Scenic Avenue, Suite 210
Costa Mesa, CA 92626
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
time frames, weekends, federal, state, County or City holidays shall be excluded.
20. 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.
(Signatures on following page}
Page 8 of 9
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
1
10011 in,
Daisy Gome
Clerk of the Luncil
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
Ryan O. Hgdg8 i
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Steven Mendoza, Executive Director
Community Development Agency
CITY OF SANTA ANA
— k�— Zr
Kristine Ridge
City Manager
CONSULTANT:
Shelly J. D
Principal
Page 9 of 9
EXHIBIT A
SCOPE OF SERVICES
EBORDERS
MCI -li T FCT,5
14 August 2021
CITY OF SANTA ANA
20 Civic Center Plaza
Santa Ana, CA 92701
Attention: Terri Eggers
Homeless Services Manager
Project: CARNEGIE SHELTER
Donated Furniture Coordination
Santa Ana, CA
Subject: Furniture Coordination Services Proposal
Dear Terri:
[01 949-851-1317
1675 Scenic Ave., Suite 210
Costa Mesa, CA 92626
Borders Architects is pleased to submit our proposal to provide Furniture Coordination Services for the Carnegie
Shelter located at 1815 Carnegie Ave, Santa Ana, CA. We understand from our conversations and emails that
this project will include coordination to determine which Woodland Hills donated furniture items can be relocated
to the Carnegie Shelter. We propose that our work be performed as follows:
A. BASIC SERVICES: Our services on this portion of the Project will be to inventory the donated furniture
and workstations in Woodland Hills to determine which items can be relocated to the Carnegie Shelter; tag items
to be relocated by furniture mover to shelter; create a basic tagged furniture inventory list for mover; and provide
limited installation coordination with furniture mover for re -installation at shelter.
B. ADDITIONAL SERVICES: Additional Services
Basic Services; i.e., other locations or additional
disconnection services, etc.
C. COMPENSATION:
are those requested that are not specifically included as
site visits, extensive installation support, electrician
1. BASIC SERVICES FEE: Compensation will be based on a time and material basis utilizing the hourly
rates indicated below. The fee for this work will not exceed $2,000.00 plus reimbursables without prior
approval from The City of Santa Ana.
2. ADDITIONAL SERVICES: Performed on an hourly basis utilizing the rates listed below. Consultant's
fees for Additional Services will be invoiced at a multiple of 1.15 times the amount charged to our firm.
a. Hourly Rates:
CLASSIFICATION
Principal
Senior Project Manager/Associate
Project Manager
Senior Designer
Intermediate Designer
Junior Designer
Senior Drafter
Intermediate Drafter
Junior Drafter
Clerical/Word Processor
Continued on Next Page ...
175.00
150.00
145.00
125.00
105.00
135.00
115.00
$90.00
$80.00
Architecture I Planning I Commercial Interiors
www.bordersarchitects.com
CITY OF SANTA ANA
Furniture Coordination Services Proposal
14 August 2021
Page 2
3, REIMBURSABLE EXPENSES: We are to be reimbursed for out-of-pocket expenses incurred on behalf
of the Project such as travel, messenger services, renderings, printing, plotting, photography and other
forms of reproducing drawings, specifications, and documents. These expenses will be invoiced at
our cost plus 95% and are not included under Basic Services. A separate allowance should be
budgeted for reimbursable expenses.
4. PAYMENT METHOD: Invoices for services rendered and reimbursable expenses shall be submitted
once a month on a net 30-day basis. Payments due and unpaid are subject to interest from the date
payment is due at the maximum prevailing legal rate.
D. TERMS & CONDITIONS:
1. The Standard Form of Agreement Between Owner and Architect, AIA Document B151, 1997 Edition will
be used as a reference for terms and conditions on this project.
E. INSURANCE: The Robert Borders & Associates insurance coverage currently in force is listed below.
Similar coverage is required of our major engineering consultants.
TYPE
CARRIER
LIMIT DEDUCTIBLE
Professional Liability
CNA Insurance Co.
$2,000,000 $11,250
Comprehensive
Continental Casualty
$1,000,000
General Liability
Co.
Per Occurrence
$2,000,000
Aggregate
Umbrella Liability
Continental Casualty
$2,000,000
Co.
Auto Liability
Continental Casualty
$1,000,000
Co.
Workers'
American Casualty
$1,000,000
Compensation
Co. of Reading
REMODELING/REHABILITATION DISCLAIMER:
Inasmuch as the remodeling and/or rehabilitation of an existing building requires that certain assumptions be
made regarding existing conditions, and because some of these assumptions may not be verifiable without
expending additional sums of money, or destroying otherwise adequate or serviceable portions of the building,
the Client will hold harmless, indemnify and defend the Architect from and against any and all claims arising out
of the professional services provided under this agreement. The Architect agrees to be responsible for his or
his employee's own negligent acts, errors or omissions in the performance of their professional service. It is
understood and agreed that this contract does not contemplate handling of, or design including use of, asbestos
or any hazardous waste material. Therefore, Client agrees to hold harmless, defend and indemnify the Architect
for all claims, lawsuits, expenses or damages arising from or related to the handling, use, treatment, purchase,
sale, storage or disposal of asbestos, asbestos products or any hazardous waste materials, or hazardous
materials in general.
Continued on Next Page ...
CITY OF SANTA ANA
Furniture Coordination Services Proposal
14 August 2021
Page 3
G. AMERICANS WITH DISABILITIES ACT (ADA):
The Americans with Disabilities Act (ADA) requires removal of architectural barriers in existing facilities where
such removal is readily achievable. Client acknowledges that the definition of "readily achievable" contained in
the ADA is flexible and subject to interpretation on a case -by -case approach. The requirements of the ADA will
therefore be subject to various possibly contradictory interpretations. The Architect will use its best professional
efforts to interpret applicable ADA requirements and to advise Client as to the modifications to Client's facility
that may be required to comply with the ADA. The Architect, however, cannot and does not warranty or
guarantee that Client's facility will fully comply with interpretation of ADA requirements by regulatory bodies or
court decisions.
This Proposal has been structured to reflect the level of services that we anticipate will best serve your needs
on the Project. We would be pleased to respond to any alternatives that you wish to consider or answer any
questions at your convenience. If this Proposal is acceptable, please sign in the space provided below and
return one copy for our file.
We appreciate the opportunity to continue our relationship with The City of Santa Ana and thank you for allowing
us to present this proposal.
Sincerely,
BORDERS ARCHITECTS
/ P. C/G RGULd
Shelly J. DiLauro, CID, LEED AP ID+C
Principal
SJD:jrg
ACCEPTED:City of Santa Ana
By: Date:
ACORbr CERTIFICATE OF LIABILITY INSURANCE
DAM(MMrOD1YYYY)
08/18/2021
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(les) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
NAME: Sonya Silva
AP Tuhon Insurance Services
NONNo Ex[, (949) 261-5335 Fnlc Na ; (949) 261-1911
2913 S Pullman St
ADDRESS: Sonya@tutton.wm
License #0689376
INSUREB(S) AFFORDING COVERAGE
NAM #
Santa Ana CA 92705
INSURERA: Continental Casualty Co
20443
INSURED
INSURER B: American Gas Co of Reading, PA
20427
Robert Borders &Associates
INSURERC: Continental Casualty Co.
1675 Scenic Ave., Suite 210
INSURER 0:
INSURER E: _
Costa Mesa CA 92626
INSURER F:
COVERAGES CERTIFICATE NUMBER: 21-22 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY 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.
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08/16/2021
Oa/1612022
PER OTH-
STATUTE ER
E.L. EACH ACCIDENT
1,000,000
E.L. DISEASE -EA EMPLOYEE
S 1,000,000
E.L. DISEASE -POLICY UMIT
$ 1,000,000
C
Professional Liability
Retro Date:8/16/1984
AEH003010587
08176/2021
08/1612022
Each Claim
Aggregate
SZ000,000
$2,000,000
Deductible
$15,000
DESCRIPTION OF OPERATIONS 1 LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mom space is required)
The City of Santa Ana, its officers, employees, agents, volunteers & representatives are named as Additional Inured with respects to the operations of the
named insured per SB146932G 1Oil 9 and SB146968C 10/19 including Primary Non Contributory and Waiver of Subrogation. Worv'¢i r� pppROVED
Waiver of Subrogatan per #G19160B. 1197
10 Days Notice of Cancellation for non-payment/30 Days notice other than non-payment. BY R k ANAGEMEM DiV)SiON
6 18:I
CERTIFICATE HOLDER ❑ANCFI I ATInM ♦A• IT....
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
City of Santa Ana
ACCORDANCE WITH THE POLICY PROVISIONS.
20 Civic Center Plaza, 4th Or
AUTHORIZED REPRESENTATIVE
Santa Ana CA 92701
-=-
�e-�-.
®1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016103) The ACORD name and logo are registered marks of ACORD
Additional Named Insureds
Other Named Insureds
REVIEWED & APPROVED
By Ri MANAGEMENT DIVISION
G 18 2921
§AMA HA M. LAMBERT
OFAPPINF (02/2007) COPYRIGHT 2007, AMS SERVICES INC
ADDITIONAL COVERAGES
Ref #
Description
Business Auto
Coverage Code
Form No.
Edition Date
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
Ref #
Description
Waiver of Subrogation
Coverage Code
WVSUB
Form No.
Edition Date
Limit
Limit
1-7
Deductible Amount
Deductible Type
Premium
$42.00
Ref#
Description
Expense constant
Coverage Code
EXCNT
Form No.
Edition Date
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
$200.00
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit 1
Limit 2
Limit 3
Deductible Amount
Deductible Type
Premium
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit 1
Limit 2
Limit 3
Deductible Amount
Deductible Type
Premium
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit
Limit2
Limit
Deductible Amount
Deductible Type
Premium
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
Ref #
Description
Coverage Code
Form No.
Edition Date
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
RWI
Ref #
Description
Coverage Code
Limit
Limit
Limit
Deductible Amount
Deductible Type
r
Ref #
Description
Coverage Code
Form Nov
Edition Data
Limit
Limit
Limit
Deductible Amount
Deductible Type
Premium
OFADTLCV Copyright 2001, AMS Services, Inc.
yk_/_1
SB146932G
(Ed. 10-19)
BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
TABLE OF CONTENTS
I. Blanket Additional Insured Provisions
A.
Additional Insured — Blanket Vendors
B.
Miscellaneous Additional Insureds
C.
Additional Provisions Pertinent to Additional Insured Covera e
1.a. Primary —Noncontributory provision
1.b. Definition of "written contract"
2. Additional Insured — Extended Coverage
R.—Liability Extension Coverages
A.
Bodily Injury — Expanded Definition
B.
Broad Knowledge of Occurrence
C.
Estates, Legal Representatives and Spouses
D.
Fellow Employee First Aid
E.
Legal Liability — Damage to Premises
F.
Personal and Advertising Injury — Discrimination or Humiliation
G.
Personal and Advertising Injury — Broadened Eviction
H.
Waiver of Subrogation — Blanket
I. BLANKET ADDITIONAL INSURED PROVISIONS
A. ADDITIONAL INSURED —BLANKET VENDORS
Who Is An Insured is amended to include as an additional insured any person or organization (referred to below
as vendor) with whom you agreed under a "written contract" to provide insurance, but only with respect to
"bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular
course of the vendor's business, subject to the following additional exclusions:
1. The insurance afforded the vendor does not apply to:
a. "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the
assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages
that the vendor would have in the absence of the contract or agreement;
b. Any express warranty unauthorized by you;
c. Any physical or chemical change in the product made intentionally by the vendor;
d. Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the
substitution of parts under instructions from the manufacturer, and then repackaged in the original
container;
e. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make
or normally undertakes to make in the usual course of business, in connection with the distribution or sale
of the products;
f. Demonstration, installation, servicing or repair operations, except
vendor's premises in connection with the sale of the product;
g. Products which, after distribution or sale by you, have been labeled i
part or ingredient of any other thing or substance by or for the vendor;
a
'eIt OVED d at the
NAGEM NT Divis
or Use as as a CONlAner,
1182021
1 of 7
Copydght, CNA All Rights Reserved.
SB146932G
(Ed. 10-19)
h. "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or
omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not
apply to:
(1) The exceptions contained in Subparagraphs d. orf.; or
(2) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally
undertakes to make in the usual course of business, in connection with the distribution or sale of the
products.
2. This insurance does not apply to any insured person or organization, from whom you have acquired such
products, or any ingredient, part or container, entering into, accompanying or containing such products.
3. This provision 2. does not apply to any vendor included as an insured by an endorsement issued by us and
made a part of this Policy.
4. This provision 2. does not apply if "bodily injury" or "property damage" included within the "products -
completed operations hazard" is excluded either by the provisions of the Policy or by endorsement.
B. MISCELLANEOUS ADDITIONAL INSUREDS
1. Who Is An Insured is amended to include as an insured any person or organization (called additional
insured) described in paragraphs 3.a. through 3.j. below whom you are required to add as an additional
insured on this policy under a "written contract."
2. However, subject always to the terms and conditions of this policy, including the limits of insurance, we will
not provide the additional insured with:
a. A higher limit of insurance than required by such "written contract"
b. Coverage broader than required by such "written contract" and in no event greater than that described
by the applicable paragraph a. through k. below; or
c. Coverage for "bodily injury" or "property damage" included within the "products -completed
operations hazard." But this paragraph c. does not apply to the extent coverage for such liability is
provided by paragraph 3.j. below.
Any coverage granted by this endorsement shall apply only to the extent permitted by law.
3. Only the following persons or organizations can qualify as additional insureds under this endorsement:
a. Controlling Interest
Any persons or organizations with a controlling interest in you but only with respect to their liability arising
out of:
(1) such person or organization's financial control of you; or
(2) Premises such person or organization owns, maintains or controls while you lease or occupy these
premises;
provided that the coverage granted to such additional insureds does not apply to structural alterations,
new construction or demolition operations performed by or for such additional insured.
b. Co-owner of Insured Premises
A co-owner of a premises co -owned by you and covered under this insurance but only with respect to the
co -owners liability for "bodily injury," "property damage" or "personal and advertising injury" as co-
owner of such premises.
c. Grantor of Franchise
A
Any person or organization that has granted a franchise to you, but on$1.YV Vb @�P41 TMhVbY?off or
organization's liability for "bodily injury," "property damage," or "perso al er- using injury" as
grantor of a franchise to you. j 1 18 MU 1
SB146932G (10-19)
M. LAMBERT
Page 2 of 7
Copyright, CNA All Rights Reserved.
SB146932G
(Ed. 10-19)
d. Lessor of Equipment
Any person or organization from whom you lease equipment, but only with respect to liability for "bodily
injury," "property damage" or "personal and advertising injury" caused in whole or in part by your
maintenance, operation or use of such equipment, 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.
e. Lessor of Land
Any person or organization from whom you lease 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 that specific part of the land leased to you, 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 insurance hereby afforded to the additional
insured 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 you, 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 you, 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 insurance hereby afforded to the additional insured 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 ownership, maintenance, or use of a premises by you.
This insurance does not apply to structural alterations, new construction or demolition operations
performed by, on behalf of or for such additional insured.
h. State or Political Subdivisions
A state or government agency or subdivision or political subdivision that has issued a permit or
authorization, but only with respect to such government 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 you own, rent, or control and to which this
"s 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
(2) The permitted or authorized operations performed by you or on your behalf. But 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 government agency or subdivision or olitical subdivision;
or REVI ED & APPROI
(b) "Bodily injury" or "property damage" included within the "produ agl vogta'Ivi
hazard." 11 9g���g�q
With respect to this provision's requirement that additional insured status m eft§d'dHfder a
'Written contract," we will treat as a "written contract" any governmental pe r su to add
the governmental entity as an additional insured. SAMA HA M. LAMBEI
SB146932G (10-19) Page 3 of 7
Copyright, CNA All Rights Reserved.
SB146932G
(Ed. 10-19)
I. Trade Show Event Lessor
With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any
person or organization whom you are 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. Your acts or omissions; or
b. Acts or omissions of those acting on your behalf;
in the performance of your ongoing operations at the trade show premises during the trade show event.
j. Other Person or Organization
Any person or organization who is not an additional insured under paragraphs a. through I. above. Such
additional insured is an insured solely for "bodily injury," "property damage" or "personal and
advertising injury" for which such additional insured is liable because of your acts or omissions.
The coverage granted by this paragraph does not apply to any person or organization:
(1) For "bodily injury," "property damage," or "personal and advertising injury" arising out of the
rendering or failure to render any professional services;
(2) For "bodily injury" or "property damage" included in the "products -completed operations
hazard." But this provision (2) does not apply to such "bodily injury" or "property damage" if:
(a) It is entirely due to your negligence and specifically results from your work for the additional
insured which is the subject to the "written contract" and
(b) The "written contract" requires you to make the person or organization an additional insured for
such "bodily injury" or "property damage"; or
(3) Who is afforded additional insured coverage under another endorsement attached to this policy.
C. ADDITIONAL PROVISIONS PERTINENT TO ADDITIONAL INSURED COVERAGE
1. With respect only to additional insured coverage provided under paragraphs A. and B. above:
a. The BUSINESSOWNERS COMMON POLICY CONDITIONS are amended to add the following to the
Condition entitled Other Insurance:
This insurance is excess of all other insurance available to an additional insured whether primary,
excess, contingent or on any other basis. However, if a "written contract" requires that this insurance be
either primary or primary and noncontributing, then this insurance will be primary and non-contributory
relative solely to insurance on which the additional insured is a named insured.
b. Under Liability and Medical Expense Definitions, the following definition is added:
"Written contract" means a written contract or agreement that requires you to make a person or
organization an additional insured on this policy, provided the contract or agreement:
(1) Is currently in effect or becomes effective during the term of this policy; 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 the additional insured seeks coverage.
2. With respect to any additional insured added by this endorsement or by any other endorsement attached to
this Coverage Part, the section entitled Who Is An Insured is amended to make the following natural persons
insureds. R� IEWE APPROVED
If the additional insured is: B jsk M ,EMENT DIVISION
a. An individual, then his or her spouse is an insured;
SB146932G (10-19)
M.
2021
Copyright, CNA All Rights Reserved.
SB146932G
(Ed. 10-19)
b. A partnership or joint venture, then its partners, members and their spouses are insureds;
c. A limited liability company, then its members and managers are insureds;
d. An organization other than a partnership, joint venture or limited liability company, then its executive
officers, directors and shareholders are insureds; or
e. Any type of entity, then its employees are insureds;
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. Furthermore, employees of
additional insureds are not insureds with respect to liability arising out of:
(1) "Bodily injury" or "personal and advertising injury" to any fellow employee or to any natural person
listed in paragraphs a. through d. above;
(2) "Property damage" to property owned, occupied or used by their employer or by any fellow employee; or
(3) Providing or failing to provide professional health care services.
IL LIABILITY EXTENSION COVERAGES
It is understood and agreed that this endorsement amends the Businessowners Liability Coverage Form. 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 to such provision do
not apply.
A. Bodily injury — Expanded Definition
Under Liability and Medical Expenses 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 by that person at any time which results as a consequence of the physical
injury, sickness or disease.
B. Broad Knowledge of Occurrence
Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense,
Claim or Suit is amended to add the following:
Paragraphs a. and b. above apply to you or to any additional insured only when such "occurrence," offense,
claim or "suit" is known to:
(1) You or any additional insured that is an individual;
(2) Any partner, if you or an additional insured is a partnership;
(3) Any manager, if you or an additional insured is a limited liability company;
(4) Any "executive officer" or insurance manager, if you or an additional insured is a corporation;
(5) Any trustee, if you or an additional insured is a trust; or
(6) Any elected or appointed official, if you or an additional insured is a political subdivision or public entity.
This paragraph applies separately to you and any additional insured.
C. Estates, Legal Representatives and Spouses
The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under
this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only
for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks
damages from marital common property, jointly held property, or property transferred such natural person
insured to such spouse. No coverage is provided for any act, error or oRME &;skPPfd(�VEE)al
representative or spouse outside the scope of such person's capacity as such, ������ppppppl�d Pj3Mk1@f ®Pd$i&Vse
of a natural person Named Insured and the spouses of members or partnejof join v nture or partnership
Named Insureds are insureds with respect to such spouses' acts, errors or omissi n 81011he Named
Insured's business.
M.
Copyright, CNA A I Rights Reserved.
SB146932G
(Ed. 10-19)
D. Fellow Employee First Aid Coverage
In the section entitled Who Is An Insured, paragraph 2.a.1. is amended to add the following:
The limitations described in subparagraphs 2.a.1.(a), (b) and (c) do not apply to your "employees" for "bodily
injury" that results from providing cardiopulmonary resuscitation or other first aid services to a co -"employee" or
"volunteer worker" that becomes necessary while your "employee" is performing duties in the conduct of your
business. Your "employees" are hereby insureds for such services. But the insured status conferred by this
provision does not apply to "employees" whose duties in your business are to provide professional health care
services or health examinations.
E. Legal Liability— Damage To Premises
1. Under B. Exclusions, 1. Applicable to Business Liability Coverage, Exclusion k. Damage To Property, is
replaced by the following:
k. Damage To Property
"Property damage" to:
1. Property you own, rent or occupy, 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 anothees
property;
2. Premises you sell, give away or abandon, if the "property damage" arises out of any part of those
premises;
3. Property loaned to you;
4. Personal property in the care, custody or control of the insured;
5. That particular part of any real property on which you or any contractors or subcontractors working
directly or indirectly in your 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.
Paragraph 2 of this exclusion does not apply if the premises are "your work' and were never occupied,
rented or held for rental by you.
Paragraphs 1, 3, and 4, of this exclusion do not apply to "property damage" (other than damage by fire
or explosion) to premises:
(1) rented to you:
(2) temporarily occupied by you with the permission of the owner, or
(3) to the contents of premises rented to you 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 Section D —
Liabiiity and Medical Expenses Limits of Insurance.
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"
2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the following paragraph is added, and
replaces the similar paragraph, if any, beneath paragraph (14) of the exclusion entitled Personal
Eand
Advertising Injury: REVIEW & A�. f'
Exclusions c, d, e, f, g, h, i, k, I, m, n, and o, do not apply to damage by fi ou
or temporarily occupied by you with permission of the owner or to the conten of rented to you or a
period of 7 or fewer consecutive days. A separate limit of insurance applies o thi �� escribed in
Section D. Liability And Medical Expenses Limits Of Insurance. � L 9
SB146932G (10-19)
of 7
Copynght, CNA All Rights Reserved.
SB146932G
(Ed.10-19)
3. The first Paragraph under item 5. Damage To Premises Rented To You Limit of the section entitled
Liability And Medical Expenses Limits Of Insurance is replaced by the following:
The most we will pay under Business Liability for damages because of 'property damage" to any one
premises, while rented to you or temporarily occupied by you with the permission of the owner, including
contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to
Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of
a. $1,000,000; or
b. The Damage to Premises Rented to You Limit shown in the Declarations.
F. Personal and Advertising Injury —Discrimination or Humiliation
Under Liability and Medical Expenses Definitions, the definition of 'personal and advertising injury" is
amended to add the following:
h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only
if such discrimination or humiliation is:
(1) Not done intentionally by or at the direction of:
(a) The insured; or
(b) Any "executive officer," director, stockholder, partner, member or manager (if you are a limited
liability company) of the insured; and
(2) Not directly or indirectly related to the employment, prospective employment, past employment or
termination of employment of any person or person by any insured.
2. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the exclusion entitled Personal and
Advertising Injury is amended to add the following additional exclusions:
(15) Discrimination Relating to Room, Dwelling or Premises
Caused by discrimination directly or indirectly related to 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.
(16) 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.
(17)Fines or Penalties
Fines or penalties levied or imposed by a governmental entity because of discrimination.
3. This provision (Personal and Advertising Injury — Discrimination or Humiliation) does not apply If
Personal and Advertising Injury Liability is excluded either by the provisions of the Policy or by
endorsement.
G. Personal and Advertising Injury - Broadened Eviction
Under Liability and Medical Expenses Definitions, the definition of 'Personal and advertising injury" is
amended to delete Paragraph c. and replace it with the following:
c. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room
dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord
or lessor.
H. Waiver of Subrogation — Blanket
We waive any right of recovery we may have against: %SAMAA
& APPROVED
a. Any person or organization with whom you have a written contract that requiresGEMEM Dr. IVISION
8 2021
All other terms and conditions of the Policy remain unchanged. K LAMBERT
S8146932G (10-19) Page 7 of 7
Copyright, CNA All Rights Reserved.
CNA
SB146968C
(Ed. 10-19)
IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL
INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH
C., OF THIS ENDORSEMENT FOR THESE DUTIES.
BLANKET ADDITIONAL INSURED ENDORSEMENT
WITH PRODUCTS -COMPLETED OPERATIONS COVERAGE AND
BLANKET WAIVER OF SUBROGATION
Architects, Engineers and Surveyors
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
A. Who Is An Insured is amended to include as an insured any person or organization whom you are required to add as
an additional insured on this policy under a written contract or written agreement; but the written contract or written
agreement must be:
I. Crrently in effect or becoming effective during the term of this policy; and
2. Executed prior to the:
a. "Bodily injury" or "property damage"; or
b. Offense that caused the "personal and advertising injury";
for which the additional insured seeks coverage
B. The insurance provided to the additional insured is limited as follows:
The person or organization is an additional insured only with respect to liability for "bodily injury," "property
damage" or "personal and advertising injury" caused in whole or in part by:
a. Your acts or omissions; or
b. The acts or omissions of those acting on your behalf,
in the performance of your ongoing operations specified in the written contract or written agreement; or
c. "Your work" that is specified in the written contract or written agreement, but only for "bodily injury" or
"property damage" included in the "products -completed operations hazard," and only if:
(1) The written contract or written agreement requires you to provide the additional insured such coverage;
and
(2) This Coverage Part provides such coverage.
2. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written
agreement or in the Declarations of this policy, whichever is less. These Limits of Insurance are inclusive of, and
not in addition to, the Limits of Insurance shown in the Declarations.
3. The insurance provided to the additional insured does not apply to "bodily injury," "property damage" or
"personal and advertising injury" arising out of an architects, engineer's, or surveyor's rendering of or failure to
render any professional services including:
a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys,
field orders, change orders or drawings and specifications by any architect, engineer or surveyor performing
services on a project of which you serve as construction manager; or
b. Inspection, supervision, quality control, engineering or architectural sery� b ou on a project of
which you serve as construction manager. y Risi< APPROVEb
4. The insurance provided to the additional insured does not apply to "bodi inju %dikill or
"personal and advertising injury" arising out of construction or demolitio wpr iy u,),, acting as a
construction or demolition contractor. 1
SB146968C (Ed.
41. LAMR,+:4w_1 of 3
Copyright, CNA AI Rights Reserved.
SB146968C
(Ed. 10-19)
C. Under Businessowners Liability Conditions, the condition entitled Duties In The Event of Occurrence, Offense,
Claim or Suit is amended to add the following:
An additional insured under this endorsement will as soon as practicable:
1. Give written notice of an occurrence or an offense to us which may result in a claim or "suit" under this insurance;
2. Tender the defense and indemnity of any claim or "suit" to us for a loss we cover under this Coverage Part;
3. Except as provided for in paragraph D.2. below:
a. Tender the defense and indemnity of any claim or "suit" to any other insurer which also has insurance for a
loss we cover under this Coverage Part; and
b. Agree to make available any other insurance which the additional insured has for a loss we cover under this
Coverage Part.
We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice
of a claim or "suit" from the additional insured.
D. With respect only to the insurance provided by this endorsement, the condition entitled Other Insurance of the
BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to delete paragraphs 2. and 3. and replace them
with the following:
2. This insurance is excess over any other insurance available to the additional insured, whether primary, excess,
contingent or on any other basis, But if required by the written contract or written agreement, this insurance will be
primary and noncontributory relative to insurance on which the additional insured is a Named Insured.
3. When this insurance is excess, we will have no duty under Business Liability insurance to defend the additional
insured against any "suit" if any other insurer has a duty to defend the additional insured against that "suit" If no
other insurer defends, we will undertake to do so, but we will be entitled to the additional insured's rights against
all those other insurers.
When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any,
that exceeds the sum of:
(a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and
(b) The total of all deductible and self -insured amounts under all that other insurance.
We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance
provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations
of this Coverage Part.
E. Additional Insured — Extended Coverage
When an additional insured is added by this or any other endorsement attached to this Coverage Part, the section
entitled Who Is An Insured is amended to make the following natural persons insureds:
If the additional insured is:
1. An individual, then his or her spouse is an insured;
2. A partnership or joint venture, then its partners, members and their spouses are insureds;
3. A limited liability company, then its members and managers are insureds;
4. An organization other than a partnership, joint venture or limited liability company, then its executive officers,
directors and shareholders are insureds; or
5. Any type of entity, then its employees are insureds; _
but only with respect to locations and operations covered by the additional insured endJo
rovisions, and only
with respect to their respective roles within their organizations. Furthermore, emplo a al insureds are not
insureds with respect to liability arising out of: & APPROVED
(1) "Bodily injury" or "personal and advertising injury" to any fellow employeea�efst5iv�� in
paragraphs 1. through 4. above; 82021
(Ed. 10-19)
0
Copyright, CNA All Rights Reserved.
SB146968C
(Ed. 10-19)
(2) 'Property damage" to property owned, occupied or used by their employer or by any fellow employee; or
(3) Providing or failing to provide professional health care services.
F. The condition entitled Transfer of Rights of Recovery Against Others to Us of the BUSINESSOWNERS COMMON
POLICY CONDITIONS is amended to deleted paragraph 2. and replace it with the following:
2. We waive any right of recovery we may have against any person or organization with whom you have agreed to
waive such right of recovery in a written contract or agreement because of payments we make for injury or
damage arising out of your ongoing operations or "your work' done under a contract with that person or
organization and included within the "products -completed operations hazard."
All other terms and conditions of the Policy remain unchanged.
SB146968C (Ed. 10-19)
& APPROVED
1GEMENT DIVISION
182021
Copyright, CNA All Rights Reserved.
CNAWorkers Compensation And Employers Liability Insurance
Policy Endorsement
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.
& APPROVED
4EMENT DIVISION
82021
JAMAN41A M. LAMBERT
Form Na: G-19160-B 01-19971 Endorsement Effective Date: Policy No: WC 4 24428751
Endorsement No: 2; Page: 1 of 1 Endorsement Expiration Date: Policy Effective Date: 0811612021
Policy Page: 32 of 47
Underwriting Company: American Casualty Company of Reading, Pennsylvania, 151 N Franklin St,
Chicago, IL 60606
Copyright CNA All Rights Reserved.