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Home My WebLink AboutGROUP 4 ARCHITECTURE, RESEARCH+PLANNING, INCINSURANCE ON FILL WORK MAY PROCEED A-2022-060 UNTIL INSURANCE EXPIRES N ® CLERK OF COUNCIL DATE co AGREEMENT TO PROVIDE FULL DESIGN FOR THE SANTA ANA MAIN LIBRARY RENOVATION 6-.TWA[ ka"& Ir1. Leger)(Av) Z. THIS AGREEMENT is made and entered into on this 19s' day of April, 2022, by and between Group 4 Architecture, Research + Planning, Inc., a California corporation ("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 October 11, 2021, the city issued Request for Proposal No. 21-118 ("RFP"), by which it sought a Consultant having special skill and knowledge in the field of library renovation to prepare full conceptual plans for the City of Santa Ana Main Library. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. The City intends to utilize funds provided under the American Rescue Plan Act ("ARPA") for this Agreement. ARPA was signed into law in March 2021. ARPA provides funding for a number of different programs, including the Coronavirus State and Local Fiscal Recovery Fund ("SLFRF"), to provide monetary support to local governments to respond to, mitigate, and recover from the COVID-19 public health emergency. D. 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 works required to fully and adequately complete the services described in the Scope of Work as negotiated and attached as Exhibit A, that was based on the City's RFP, a true and correct copy of which, as amended, is attached herewith as Exhibit B and as more specifically delineated in Consultant's Proposal, which is attached hereto as Exhibit C and incorporated in full. In cases of conflict between Exhibits A, B & C, Exhibit A, as negotiated, shall govern. 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 Exhibit D attached hereto. The total amount to be expended under this Agreement shall not exceed $2,158,565 during the term ofthis Agreement, including any extension periods exercised under Section 3. The sum is Non -Fed Funding (6.1.2020) Page 2 of 10 comprised of: (1) the base amount of $1,962,332; and, (2) a 10% contingency in the amount of $196,233 for additional services at the City's sole discretion. b. Payment by City shall be made within 45 (forty-five) 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 performance set forth in the Recitals and section 6, which may reasonably be expected by City. c. As the recipient of ARPA SURF funds, Consultant will be required to comply with any and all compliance requirements for the use of SLFRF funds, any and all reporting requirements for expenditures of SURF funds, as well as compliance with 2 CFR 200.332 regarding pass -through entities. 3. TERM This Agreement shall commence on the date first written above and terminate on April 18rh, 2025, unless terminated earlier in accordance with Section 17 below. The term of this Agreement may be extended for up to two (21. one (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 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 norshall 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 hatter 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. Non -Fed Funding (6.1.2020) Page 3 of 10 6. STANDARD OF CARE In providing services under this Agreement, the Consultant shall perform in a manner consistent with that degree of care and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances at the same time or similar locality. 7. 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 tinder 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. The City shall not reuse or make any modification to the Consultant's construction documents without the prior written authorization of the Consultant. The Consultant shall bear no responsibility or liability related to the unauthorized resuse of any instruments of service prepared by the Consultant. Under no circumstances shall the transfer of ownership of the Consultant's drawings, specifications, electronic files or other instruments of service be deemed a sale by the Consultant, and the Consultant makes no warranties, express or implied, of merchantability and fitness for any particular purpose. 8. 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: 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 $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. Non -Fed Funding (6.1.2020) Page 4 of 10 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. (Not required if Consultant does not require a vehicle to perform scope of services) 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. (Not required if Consultant provides written verification it has no employees) 4. Professional Liability (Errors and Omissions): Insurance appropriate to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. 5. 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 both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if a later revisions 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 01 04 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 Retentions: Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage Non -Fed Funding (6.1.2020) Page 5 of 10 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. 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 AXII, 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 ofthe 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. Verification 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. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. 9. Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that the City is an additional insured on insurance required from subcontractors. 10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 9. 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 Non -Fed Funding (6. t.2020) Page 6 of 10 acting on its 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 out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 10. 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. 11. 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. 12. 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 Non -Fed Funding (6.1.2020) Page 7 of 10 by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply toany 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. 13. 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 underthis Agreement. 14. 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, 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. 15. 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. 16. 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. Non -Fed Funding (6.1.2020) Page 8 of 10 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: 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. City use of Consultant's instruments of services shall be governed by section 6 above. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals and section 6 of this Agreement. 18. 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. 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 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. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to thisAgreement 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 Non -Fed Funding (6.1.2020) Page 9 of 10 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) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-21) P.O. Box 1988 Santa Ana, California 92702 Fax:714-647-5635 To Consultant: GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC. 211 Linden Avenue South San Francisco, CA 94080 Tel: 650-871-0709 Attn: David Schnee, Principal 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. 22. MISCELLANEOUS PROVISIONS 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. Non -Fed Funding (6.1.2020) Page 10 of 10 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: aisy Gomez Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: /alt, Ryan O. dg Assistant ity Attorney RECOMMENDEDI-....-(�(7FOR APPROVAL: h-j�Y\J�I %" Nabil Saba Executive Director Public Works Agency CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: GROUP 4 ARCHITECTURE RESEARCH + PLANNING, INC. David Schnee Principal CITY OF SANTA ANA LIBRARY RENOVATION RFP NO.21-118 EXHIBIT A SCOPE OF WORK The City of Santa Ana is soliciting proposals for Architectural/Engineering, Interior Design, and Construction Administration services ("the Services") for a renovation of the historic Main Library. By this Request for Proposals (RFP), the City of Santa Ana is requesting proposals from firms with substantial architectural, engineering and construction administration experience on similar types of public works improvements for the renovation of the Santa Ana Main Library. The Main Branch of the Santa Ana Public Library was completed in May 1, 1960. The exterior for the building has remained relatively the same since inception; however, the interior of the building received an extensive renovation in 1990. The City would like to restore some of the character lost in the previous renovation while also performing an update that better meets the evolving needs of the community and makes the library central to early childhood learning, The Main Library building consists of 39,790square feet and has two floors and a below grade basement. The Santa Ana Main Library is an integral partner with the community, providing educational resources to connect and enrich a community of over 335,000 residents. This renovation should further these goals in the most cost effective and environmentally friendly manner possible. The Children's Library/Early Learning Center will be the focal point of the project with key upgrades and expansion to the area and services that will be provided to the community. Design will include "Play-brary" types of designs with interactive walls, etc. A generalized description of areas that may be addressed with City/community/potential consultant input are as follows. See Attachment 4 for as-builts and general layout of work areas. 1. Exterior a. Marble siding i. Clean all marble exterior surfaces ii. Repaint joints between marble panels iii. Replace/repair cracked marble panels 1. Explore replacing existing stone on 1990 addition with new Italian Marble to match original structure b. Provide architecturally appropriate exterior lighting fixtures on building and in landscaping c. Flashing cap needed on parapet cornice d. Upgrade to new LED Security and Pathway Lighting e. Replace all landscaping around building (turf to remain) i. Low planting — no hiding areas 1. Planting materials to deter camping and/or sleeping 2. Ground surface to be DG or similar EXHIBIT A SCOPE OF WORK ii. Remove trees adjacent to building face that present potential structural or other issues to the building iii. Drought Tolerant with low voltage spot lighting North Entrance i. New doors to match original design (or propose new architecturally appropriate design) ii. Clean up entrance building lettering & stone iii. Replace walkway connecting north entrance to sidewalk on Civic Center Dr. iv. Restore dedication plaque on north entrance sidewalk. g. East Entrance i. Make secondary public entrance at current staff access to fenced patio ii. Create parking area along east or south side of building for library exclusively iii. Keep as many trees as feasible iv. Create a drive-thru window considering circulation on/off of Ross St. 1. If feasible, ensure it does not detract from historic nature of the building It. South Entrance i. Return to a bookmobile area with garage/carport and the back of house loading area ii. Patio areajust east of south entrance 1. Remove panels/walls that block the patio adjacent to entrance that create a hiding space in this area 2. Activate this area iii. Remove book drop — replace with new book drops at north and east entrances iv. Blend proposed landscaping with new landscaping to south i. Children's Library — single story addition on the west side of the Main Library building i. Provide vines or other low maintenance plant material on east side of building to prevent graffiti ii. Patio renovation completed under separate contract j. Provide comprehensive exterior security cameras and necessary low voltage cabling k. Coordinate with IT to provide no low voltage cat 6 cabling/trays throughout the building along with new access points 1. The old freight elevator from the late 1950's should be removed as it is not functional and no longer needed in. Identify opportunities to allocate square footage for additional meeting/study room space if possible n. A new roof was recently completed 1. Interior a. General building i. Consider elevator relocation with modern elevator ii. Review/consider replacing all building systems iii. Include technology in all meeting rooms iv. Replace all flooring throughout v. Upgrade all restrooms. May need to adjust access or location of restrooms to accommodate new layout that is more in line with original plans. They were modified and relocated in 1990. vi. Shelving needs assessment/shelving program — Replace all book stacks vii. New lighting plan to ensure new improvements do not create shadows and dark areas viii. Replace all furniture in public and private spaces EXHIBITA PageA1-2 EXHIBIT A SCOPE OF WORK 1. Furniture should have amid -century modern or similar style in line with the historical time period of when the building was constructed ix. Ceiling system was recently upgraded. Modifications may be required depending on results of shelving analysis. x. Repair Exterior windows in Main Library building and Children's Library addition xi. Provide a comprehensive signage plan for the Main Library in keeping with the historic nature of the building xii. ADA compliance/Accessible path of travel b. Main Floor i. Refinish wood/metal elements ii. South side back of house 1. Combine information and circulation desks a. To match the original design and historic nature of the building, move circulation to the north entrance b. Two large half circle desks flanking each side of the door in front of the windows c. Staff Area where south entrance is currently - Bookmobile and circulation work/ loading area iii. Reimagining of Children's Library 1. Focus on early childhood learning 2. Flexible/programmable space 3. Tutoring/interactive 4. Can be expanded into main library area as needed 5. Feature interactive experiences: a. Wall interactives, b. Climbing areas c. Other children's museum style spaces iv. East entrance 1. Widen hallway 2. Create teen space along the east side of building v. Reactivate the fireplace area 1. Non-functional fireplace (not wood or gas burning) c. Second Floor i. Refinish wood/metal elements ii. Create additional public spaces 1. Remove majority of admin space on second floor a. 4 admin staff will remain b. Relocate the Santa Ana History Room and create a small gallery 2. Small meeting room as space permits 3. Create Bookstore: a. Explore enclosing the hallway behind the second floor shelving and other rooms staff rooms along the south side of the building to create a new bookstore iii. Meeting rooms/tech lab — add glass toward main library iv. Dumbwaiter — ideas to reactivate or other use v. Relocate majority of staff to the basement d. Basement i. Staff spaces to replace teen center and storage areas ii. Possible drop ceiling iii. 26 full-time staff (cubicles) EXHIBITA Page At-3 EXHIBIT A SCOPE OF WORK iv. 72 part-time staff (share 10 — 15 spaces e. Building Mechanicals and Critical Maintenance/ i. Bring stairwells and emergency exits up to code if required. Explore opportunities for LEED certification and/or green building materials. ii. Include potentially life-saving improvements or replacement of original fire detection and sprinkler systems, plumbing, seismic retrofit, antiquated HVAC system, and all electrical and plumbing systems from the late 1950's. Scope of Work Architectural and engineering services shall consist of, but not be limited to the following: review of the Main Library building program, prepare schematic design, construction plans and specifications, submit design documents to the City of Santa Ana staff for review and submit final design documents to the City of Santa Ana Building & Safety Division for plan check. These services also include responding to all plan check corrections until final approval has been given by Building & Safety. Finally, construction administration services during bid and construction phases would also need to be provided. I. Consultant Responsibilities as Part of Basic Services The Consultant's responsibilities shall include the following project tasks: Consultant is responsible for providing all design and engineering as required for all components within the project scope of work. This includes but is not limited to survey, civil design, geotechnical investigation and report (for soils analysis), infiltration testing, architectural design, landscape architectural design, parking and site improvements design, street improvement design (new driveway/access points), structural design, interior design including bookshelf layout plans, furniture selection, electrical engineering, mechanical and plumbing engineering, etc. Consultant will also be responsible for facilitating up to three (3) meetings with City Staff to obtain input and finalize concept plan. Additionally, up to three (3) meetings to coordinate for or present to the Historic Resources Commission (HRC). Consultant shall provide review sets in .pdf format. Final plans shall be provided in AutoCAD or Microstation format, and .pdf format. Task l: Pre -Design Preliminary design shall include Kick-off meeting with City Staff (representatives from Public Works Agency and Santa Ana Library) to discuss scope of work, project goals and objectives, potential elements and issues, schedule, review of existing information and site investigation. ➢ Deliverables shall include a • Work Task Plan and Schedule, that will include key milestones and highlight tasks associated with Historic Resources Commission (HRC) review. • Gemechnical Assessment of the east side of the building, • Four test holes to characterize the soil and determine potential ground water impacts, infiltration rates, excavation and compaction requirements for hardscape elements and soil corrosivity. • Geotechnical Report • Geotechnical review of construction drawings • Hazardous Building Materials Survey (HBMS) including up to • Asbestos (PLM) up to 95 samples EXHIBITA PageA1-4 ftl► �:II elir�YKi]To[i7 �Srl�7>I (� • Lead Paint (FAAS) up to 20 samples • Lead Ceramic (TTLC) up to 10 samples • PCB caulking (GC) up to samples • HBMS Report • Air monitoring and Mitigation Observation — one 8 hr shift and a single report is included in Basic Services, and Site Survey. Base Drawings. Consultant shall prepare a digital base model of the existing building in Autodesk BIM 360 using the dimensions shown or may be graphically scaled from the 1990 drawing set. The dimensions will be understood to be approximate, requiring field verification by contractors as part of construction. Preliminary Project Budget Options. Consultant shall prepare alternate budget options using rule -of -thumb cost/sf for different project extents. The budgets shall endeavor to be as comprehensive as possible, including contingencies and other City costs. City shall evaluate budget ranges and give guidance to the Consultant on appropriate options to continue into Task 2. ➢ Summary of Task I Meetings and Trips: • Consultant will meet with a City Project Management Team (PMT) up to two times via virtual meeting. • Consultant team will have one -trip for an site day where the Consultant shall tour the building and meet with City Staff ➢ Summary of Task I Consultant Included Expenses: Expenses for travel by car, plane, including ground transit and parking and consultant meals Task 2: Concept Design Concept design shall include up to three (3) meetings with City Staffto brainstorm and review potential layouts. Additionally, outreach shall be conducted in up to three (3) public meetings to provide the community an opportunity to review the concept designs and provide input. Please provide creative methods used to engage the community on needs and priorities while keeping the project on schedule. i.e. workshops, online polls. ➢ Deliverables shall include up to three (3) schematic concept designs, with a minimum of six (6) perspective drawings/renderings for each the following: exterior from Civic Center Dr., main level.book stacks, kid's area, teen space, Santa Ana History Room and east entrance from exterior for fundraising and use in presentations to potential library donors, would also be required. ➢ Children's Thematics Discovery & Concept Design • Thematics Orientation Meeting. Consultant will lead meeting to discuss the Santa Ana Library's play and learning objectives and the intended visitor experience. Explore creative priorities to be translated into design elements, concepts, and designs that will inform your overall project budget and meet playspace safety standards. • Children's Thematics Conceptual Design: Consultant will research benchmark examples and develop preliminary visual concepts for presentation to the Santa Ana Library project team. We will create three-dimensional models of the spaces. We will also review and determine graphic requirements, including donor elements, wayfinding, and safety signage. • Budget Consultant shall prepare an estimate of probable cost for children's thematics design elements. ➢ Updated Project Budgets for each of up to three schematic concept designs. Final Concept and budget shall be approved by City Staff ➢ Summary of Task 2 Meetings and Trips: • Consultant will meet with a City Project Management Team (PMT) up to four times via EXHIBIT A Page Al-5 EXHIBIT A SCOPE OF WORK virtual meeting. • Consultant team will have three trips for on -site meetings and/or meetings with local agencies. Two trips may include an evening community meeting. ➢ Summary of Task 2 Consultant Included Expenses: • Travel expenses for included meetings and trips,including meals and lodging related to an overnight stay for a trip with an evening meeting. • Color hard copy handouts (up to 10 sets per meeting) • Plotting for up to one set of color presentation drawings • Mounting of one set of the preferred design to support fundraising purposes. Task 3: Design Development (50% plans) Design development will involve the schematic development of plans based on the approved conceptual design plan, which shall include but is not limited to survey, civil design, geotechnical investigation and report (for soils analysis), infiltration testing„ architectural design, landscape architectural design, structural design, interior design, furniture selection, electrical engineering, mechanical and plumbing engineering, draft technical specifications and "opinion of estimated cost'. ➢ Deliverables shall include a 50% set of plans, including site section studies, draft specification, "Opinion of Probable Cost". ➢ Summary of Task 3 Meetings and Trips: • Consultant will meet with a City Project Management Team (PMT) up to four times via virtual meeting. • Consultant team will have three -trips for in -person meetings with City Staff or project stakeholders ➢ Summary of Task 2 Consultant Included Expenses:: Travel expenses for included meetings and trips, color hard copy handouts (up to 10 sets per meeting) and plotting for up to one set of color presentation drawings of the selected option and views. Task 4: Construction Documents (90% and 100%plans) Construction Documents (CDs) shall include finalizing approved deliverables from the Design Development phase. This includes the provision of detailed engineering and construction drawings that will serve as the basis for both bidding and construction by ageneral contractor. ➢ Deliverables shall include 90% and 100% plans, structural calculations, CASP report, final technical specifications, finalized "Opinion of Probable Cost". 100% plans will go through a constructability review that could lead to comments and recommendations that should also be addressed and completed as part of this deliverable. ➢ Summary of Task 4 Meetings and Trips: • Consultant will meet with a City Project Management Team (PMT) up to six times via virtual meeting. • Consultant team will have three -trips for in -person meetings with City Staff or project stakeholders ➢ Summary of Task 2 Consultant Included Expenses: Travel expenses for included meetings and trips, color hard copy handouts up to 1 lx17 (up to 10 sets per meeting) and plotting for up to one set of wet -signed drawings of the selected option and views. Plans: Plans shall include, but are not limited to the following: EXHIBIT A Page Al-6 EXHIBIT A SCOPE OF WORK • Title Sheet • Civil Engineering o Site Erosion Plan o Parking lot along Ross Street with Access Control (parking meters, gate, bollards, etc.) o Horizontal and Vertical Control Plan o Grading And On -Site Drainage Plan o Site Utility Plan • Landscape Architectural o Site Layout/Construction Plans And Details (including plumbing) o Site Sections, as applicable o Planting Plans/Details/Notes o Irrigation Plans/Details/Calculations/Notes • Architectural o Demolition Plans (Basement, I", & 2°dFloors) o Construction Plans (Basement, ln, & 2"dFloors) o Reflected Ceiling Plans (Basement, I ", & 2' Floors) o Furniture Plans (Basement, 1', & 2"dFloors) and Furniture schedule and budget o Shelving Plans, and Schedules o Exterior Elevations o Interior Elevations o Mechanical and Plumbing Plans/T-24 o Electrical Plans, as applicable o Architectural Details o Structural Calculations o Door/Window/Finish Schedules, as applicable o ADA Path of Travel design and/or o Code Rquired signagePlan Structural Engineering o Structural Design and Detailing Mechanical Engineering & Plumbing Electrical Engineering o Electrical Site Plan to include walkway/parking lot lighting, irrigation. o Photometrics. o Location of panels, switchgear, meters o Schedules o Details o Notes, specifications Plan Check & Permits: Construction drawings shall be in accordance with the 2019 California Building Code and will require review/approval by the City Planning and Building Agency. Additionally, this would be subject to review by the Historic Resources Commission. EXHIBITA Page At-7 EXHIBIT A SCOPE OF WORK Historic Resources Commission (HRC) Pursuant to our Historic Ordinance, major exterior modifications to a historic structure requires the approval of the HRC through a duly noticed public hearing and issuance of a Certificate of Appropriateness. Therefore, the property owner would need to apply for a Historic Exterior Modification Application (HEMA). The cost for this application is $2,348.83. Prior to presenting the application to the HRC city staff will ensure that any proposed exterior modifications are consistent with the Secretary of Interior's Standards for rehabilitation and consistent with our Historic Ordinance. Staff recommends the proposal identify a historic consultant to provide a compliance statement ensuring consistency with the standards. This compliance statement would help streamline the review process and help with staff recommendation for approval. The timeframe for the HEMA will also vary as we only have four regularly scheduled HRC meetings throughout the year (January, April, July, and October). It will be important to coordinate this effort proactively with the Planning department staff to determine the submittal deadline for the next available HRC meeting. As a condition of plan check approval, plans, specifications and structural calculations must be signed by a California licensed architect / landscape architect /civil engineer/structural engineer as appropriate. Additionally, the architect will be encouraged to identify their historic consultant to address questions and concerns related to the historical preservation of the building. Plans shall be organized so that they can be segregated cleanly for distribution to the various plan checkingentities. Construction drawings shall be submitted at 90% completion for review by Public Works CIP Engineering and Santa Ana Library staff and revised per their comments. The 100% complete construction drawing package will then be submitted for final City review to the following City Agencies: • Library Services Agency • Planning and Building Agency • Historic Resources Commission • Public Works Agency CIP Engineering Division The Public Works Agency Project Manager will coordinate the submittal and review process. Once complete, the consultant will revise the Contract Documents Technical Specifications Technical specifications for all components listed above shall be provided by Consultant, or their Sub - consultants, to the City in CSI (Construction Specifications Institute) format. Consultant shall coordinate language between the general and technical specifications to ensure conflicts are minimized. City Staff will combine these specifications with the City Boiler Plate which together, will become the Project Manual, Final Opinion of Probable Cost Consultant shall provide updated opinion of probable construction cost which shall reflect finalized plans, materials, systems, details of construction, and known or anticipated changes in the bidding market relative to the project. Should project scope exceed available budget, project plans/specifications will be phased as appropriate. Task 5: Bid Advertisement, Construction Administration, Record Drawings: Bid Advertisement Consultant shall provide support to the City during the Bidding phase by assisting with questions, EXHIBITA PageA1-8 1WN6211 IW.WID)9W01&%T lass requests for infarmation/clarification, or conflicts arising out of the bidding process. Consultant shall also attend pre -bid meeting, if scheduled. Construction Administration Consultant shall provide support to the City during the Construction Administration phase by assisting with questions, requests for information/clarification, and/or reviewing submittals. Consultant's Basic Service includes bi-weekly participation in Owner Architect Contractor (OAC meetings by web conference, and monthly attendance on -site for in -person participation in OAC meetings and to observe the progress of the construction limited to the duration shown below in section IV. Record Drawings /As -built Plans: Upon construction completion, consultant shall incorporate as -built information, as provided by the General Contractor, into the drawing files to provide record drawings for City archives. FFE Selection and Procurement Services Consultant shall provide support to the City during the Bidding phase by assisting with questions, requests for information/clarification, or conflicts arising out of the bidding process. Consultant shall also attend pre -bid meeting, if scheduled. Task 5: ARPA, or other Funder Compliance Administration Consultant's responsibilities for ARPA, or other fonder, compliance reporting shall be limited to monthly delineation of percent complete by task included in Consultant's monthly invoicing. Additional reporting or documentation of the Consultant or any subconsultants shall be Additional Services. City Responsibilities The City will be responsible for the following items: • Provision of available plans and existing documentation on file. • Provision of electronic design file with City title block and title sheet (24" x 36") • Provision of standard City boilerplate specifications. • Acting as liaison with the appropriate decision making bodies, as necessary. • Coordination and processing of plans and documents with governmental agencies having jurisdiction over the project. • Support for community and stakeholder meetings including arranging venues, publicity, room setup and breakdown, provision of projection and amplification, refreshments, translation services (live and/or in print) • If Hazardous Building Material Sampling is done on any parts of the roof the City will engage the services of a qualified roofing contractor to repair the roof as necessary. • Services of a Construction Manager (CM) that may be either City staff or third party consultant hired by the City) to monitor and coordinate contractor services, facilitate and record OAC meetings, maintain RFI, ASI, CO logs, monitor contractor's schedule performance, review pay applications, and coordinate. • Paying permit and/or plan check or other fees to the City or other Authorities having jurisdiction over the project. II. PRE -NEGOTIATED OPTIONAL SERVICES EXHIBITA Page At-9 EXHIBIT A SCOPE OF WORK The following services are not included in the Consultant's Scope of Basic Services and shall be provided if requested by the Client. The Consultant shall be compensated for Optional and Additional Services in addition to compensation for Basic Services and Reimbursable Expenses as described in Exhibit C. Optional Services 1: Children's Thematics Schematic Design / Procurement Package The Consultant shall prepare a schematic design package that describes the design intent and fabrication methodology, select details, and specifications that can be used by the City to procure fabrication services from a design -build exhibit contractor. Optional Services 2: Elevator Design Services Task 3-5. As part of Tasks 1 and Task 2 in Basic Services. the Consultant shall consider options for a new, replacement, or relocated elevator. At the end of Task 2, if the City selects a preferred design with a new, replacement, or relocated elevator the Consultant shall provide the architectural and engineering services required in Tasks 3-5 when Optional Services 2 are authorized. III. ADDITIONAL SERVICES The following services are not included in the Consultant's Scope of Basic Services, or Pre -negotiated Optional Services and shall be provided if requested by the Client. The Consultant shall be compensated for Additional Services in addition to compensation for Basic Services, Optional Services and Reimbursable Expenses as described in Exhibit C. 1. Field measured architectural as-builts (horizontal, elevation, and/or vertical dimensions), and/or LiDAR scanning. 2. Underground surveys including electronic or pothole utility investigation. 3. Existing utility capacity studies. 4. Storm drain connection permits if required. 5. Structural assessments or materials testing of the existing structural framing. 6. Seismic retrofit of the existing structure including but not limited to strengthening of the existing roof framing, Strengthening, replacement or upgrade of the existing structural framing gravity or lateral resisting elements. 7. Arborist services. 8. MEP system replacements. 9. Fire Protection and fire alarm design. 10. Audio-visual system design for areas not described in Basic Services above. 11. Specialized low voltage systems not included in basic services including but not limited to: a. Voice/Speech Lift Systems, b. Satellite Television Reception Systems. Communications Systems: c. LAN/WAN Systems Hardware, including Routers, Firewalls, d. General Purpose Network Switches, General Purpose Servers, Disk and Tape Backup Systems, Wireless Access Points, Rackmount UPS, General Purpose Computer Workstations, Printers and Related, e. Microwave Communications Systems, VoIP/PBX Telephone Systems, Emergency Radio Responder Coverage (ERRC)/Public Safety Radio Repeater Systems, and/or Distributed Antenna Systems (DAS)/Cellular Telephone Repeater Systems. Outside Plant Engineering — f. Design of Communications Ductbanks or outside plant communications cabling infrastructure more than 500 feet beyond the furthest face of the Project building(s), conduit proofing or documentation of existing underground communications ducts, their fill and remaining capacity for use by this Project. g. Mass Nofication/Mass Communications Systems: Two-way Communications Systems, Emergency Alert Systems and/or Master Clock Systems. Electronic Security and Safety Systems: Risk Assessment Study, Campus Bluelight Telephone Systems. 12. Roofing, parapet, access, fall restraint, drainage assessment and design of repairs, modifications or replacement, except for repairs as needed by any Basic Services work that impacts the existing roof. EXHIBITA PageA1-10 EXHIBIT A SCOPE OF WORK 13. Work related to the Children's patio. 14. Support to place building on historic registry 15. Marble inspection/survey. 16. Historic Exterior Modification Application (HEMA) application cost. 17. EIR services including any other environmental studies. 18. Children's Thematics Design Build Fabrication Services 19. Children's Thematics shop drawing review and installation observation and punch list services when the children's thematics are obtained by a third -part fabricator/installer. 20. Additional meetings beyond those identified in Basic Services 21. Traffic engineering 22. The services of consultants other than those included in the proposal and those identified in Exhibit B plus those of Omega Environmental. 23. Hazardous material air monitoring and mitigation observation by Consultant beyond a single eight - hour shift. 24. Physical Scale models 25. Promotional and fundraising materials beyond the renderings included in Basic Services 26. Assistance with grant applications including, but not limited to, CA State Library, and Southern California Edison 27. Third party estimate reconciliation 28. Life cycle costs analyses. 29. Value Engineering, Integrated Design Workshops 30. Inclusion of bid alternates greater than 1% of project budget. 31. Increases in scope of services related to a construction budget above $17.9M. 32. Preparing multiple bid packages beyond those defined in Task 4. 33. Making revisions to drawings, designs, or other documents when such revisions are inconsistent with approvals or directions previously given by the Client, made necessary by determination by the Client or its other consultants, or made necessary by the Client's failure to render decisions in a timely manner. 34. Remobilization costs, to resume the project if the City suspends the project for longer than one month. 35. Design of any temporary facilities. 36. LEED Certification — including USGBC registration fees and Consultant costs to design unique LEED credits not otherwise included in the design and services to document and obtain certifications 37. ARPA, or other funder, compliance documentation administrative costs. 38. Any other service not included in Section I. Basic Services. IV. SCHEDULE OF PERFORMANCE LA Consultant shall complete all Basic Services Tasks 1 through 5, according to the following preliminary durations to be refined in Basic Services Task 1 Task 1 Pre -Design 2 months Surveys may be delivered by the Consultant during Task 2 Task 2 Concept Design 3 months Includes preliminary meeting with HRC Task 3 Design Development (50% plans) 4 months Includes preliminary meeting with HRC Task 4 Construction Documents (90% and 100%plans) Preparation of 90% Permit Submittal 4 months City Building Department Review Back -check —100%set I month EXHIBIT A Page Al-11 EXHIBIT A SCOPE OF WORK Task 5 Bid Advertisement, Construction Administration, Record Drawings: Bid and Award 4 months Construction Administration 12 months Record Drawings 2 months FFE Design intent and bid package — concurrent with Task 5 Signage Design Intent and bid package — concurrent with Task 5 LB The schedule for the project overall or any phase(s) may be adjusted upon mutual agreement of the City and the Consultant to meet changing project needs. EXHIBIT A Page Al-12 Digitall CERTIFICATE OF THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYAND'CofERSIM RIGHTS U � CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND —OR ALTER THE CO' El BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTIWTE A CONTRACT BETWEf�J ,'HE REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDERF% ^ � ` B �I IMPURIAN I: It the certiticate holder IS an ADDITIONAL INSURED, ffB"� Cy I�m lV l If SUBROGATION IS WAIVED, subject to the terms and conditions of the p Icy, certain this certificate does not confer rights to the certificate holder in lieu of such endorsement PRODUCER I CONTACT NAME: Doris A. Assured. Diablo Design Professionals Insurance Services, LLC PHONE . 510: Lafayette Mt. Diablo Blvd Suite 230 UVC No E-MAIL Lafayette CA 94549 ADDRESS: Dods.0 EQ INSURED Group 4 Architecture Research + Planning, Inc. 211 Linden Avenue South San Francisco CA 94080 COVERAGES CERTIFICATE NUMBER: 280155355 REVISION NUMBER: ATE(MM/DDNYYY) 4/29/2022 HOLDER. THIS THE POLICIES , AUTHORIZED on THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDLSUBR POLICYNUMBER POLICY EFF MWDDNYYY POLICY UP MWDD LIMITS B X COMMERCIAL GENERAL LIABILITY Y Y 6803,1225448 7/18/2021 711a=2 EACH OCCURRENCE $Z,000,OOO CLAIMS -MADE � OCCUR D TED PREMISES Ea omunence $7,000,000 MED UP Any one person $ 10.000 PERSONAL&ADV INJURY $2.000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 POLICY E JECT PRO- ❑ LOC PRODUCTS-COMPK)P AGG $4,000,000 $ OTHER: C AUTOMOBILE LIABILITY Y Y BA9R464848 7/18/2021 V18/2022 COMBINED SINGLE LIMIT Ea eroklent $1,00➢,00➢ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ X HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE Per accident $ B X UMBRELLA LIAR X OCCUR Y Y CUP9G286032 7/18/2021 7/18/2022. EACHOCCURRENCE $4,000,000 AGGREGATE $4,000,000 EXCESS LUIB CLAIMS -MADE DED I I RETENTION $ WORKERS COMPENSATION AND EMPLOYERS'LIABILITY YIN PER I I OTH- STATUTE ER E.L. EACH ACCIDENT $ ANYPROPRIETORIPART,IERIEXECUTIVE ❑ OFFICEMMEMBER EXCLUDED'! NIA E.L. DISEASE -EA EMPLOYEE $ (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE- POLICY LIMIT $ A Professional Liability DPR9981301 7/22/2021 7/22/2022 $2,000,000 per Claim Claims Made $2,000,000 Ann) Aggr. DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is re9ulmd) The Excess -Umbrella Liability is Following Form to the General Liability and Automobile Liability policies. REF:. Santa Ana Library/ 22575-01 - Santa Ana Main Library Renovation, Santa Ana GENERAL LIABILITY/AUTOMOBILE LIABILITY ADDITIONAL INSURED: The City, its officers, officials, employees, and volunteers are named as Additional Insured as respects General Liability and Auto Liability as required per written contract or agreement. General Liability is Primary/Nan-Contributory per policy form wording Waiver of Subrogation applies to Commercial General Liability and Automobile Liability. ProfessionalLiability Retro Date: Professional Liability Prior Acts Date 01/01/1974. Notice of Cancellation: It is understood and agreed that in the event of cancellation of the policy for any reason other than nonpayment of premium, 30 days written notice will be sent to the certificate holder by mail. In the event the policy is cancelled for non payment of premium, 10 days written notice Will be sent to the above. City of Santa Ana Risk Management Division 20 Civic Center Plaza Santa Ana CA 92702 of Prem SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHDRO:EO EPREBENTATIVE ©1988-2015 ACORD ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Rlek Menaganin tt DMillon REvIEwED & APPRcvm BY: A� Acwu1+: Risk Management Speda ist Of POLICY NUMBER 6803,1225448 COMMERCIAL GENERAL LIABILITY ISSUED DATE: 4/29/2022 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Names of Additional Insured Person(s) or Organization(s): Any person or organization that you agree in a written contract, on this Coverage Part, provided that such written contract was signed and executed by you before, and is in effect when the "bodily injury" or "property damage" occurs or the "personal injury" or "advertising injury" offense is committed. Location of Covered Operations: Any project to which an applicable written contract with the described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. (Information required to complete this Schedule, if not shown above, will be shown in the Declarations.) A. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage", "personal injury" or "advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) desig- nated above. B. With respect to the insurance afforded to these additional insureds, the following additional exclu- sions apply: This insurance does not apply to "bodily injury" or "property damage" occurring, or "personal injury" or "advertising injury" arising out of an offense committed, after: 1. All work, including materials, parts or equip- ment furnished in connection with such work, on the project (other than service, mainte- nance or repairs) to be performed by or on behalf of the additional insured(s) at the loca- tion of the covered operations has been com- pleted; or 2. That portion of "your work" out of which the injury or damage arises has been put to its in- tended use by any person or organization other than another contractor or subcontrac- tor engaged in performing operations for a principal as a part of the same project. CG D3 61 03 05 Copyright 2005 The St. Paul Travelers Companies, Inc. All rights re: Includes copyrighted material of Insurance Services Office, Inc. with its I �d,eg �Mwagmad DhWitis �� ®' Risk Management Specialist POLICY NUMBER: 6803,1225448 COMMERCIAL GENERAL LIABILITY ISSUED DATE: 4/29/2022 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you agree in a written contract to include as an additional insured on this Coverage Part for "bodily injury" or "property damage" included in the "products - completed operations hazard", provided that such contract was signed and executed by you before, and is in effect when, the bodily injury or property damage occurs. Location And Description Of Completed Operations Any project to which an applicable contract described in the Name of Additional Insured Person(s) or Organization(s) section of this Schedule applies. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II — Who Is An Insured is amended to in- clude as an additional insured the person(s) or or- ganization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property dam- age" caused, in whole or in part, by "your work" at the location designated and described in the schedule of this endorsement performed for that additional in- sured and included in the "products -completed opera- tions hazard". CG 20 37 07 04 © ISO Properties, Inc., 2004 RAMwaganmtDMslun REVIEWED & APPROVEDBY: MWar gement5peaVst Policy # 6803,1225448 COMMERCIAL GENERAL LIABILITY c. Method Of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of Insuranue ul all InSutat S. d. Primary And Non -Contributory Insurance If Required By Written Contract If you specifically agree in a written contract or agreement that the insurance afforded to an insured under this Coverage Part must apply on a primary basis, or a primary and non- contributory basis, this insurance is primary to other insurance that is available to such insured which covers such insured as a named insured, and we will not share with that other insurance, provided that: (1) The "bodily injury' or "property damage" for which coverage is sought occurs; and (2) The "personal and advertising injury' for which coverage is sought is caused by an offense that is committed; subsequent to the signing of that contract or agreement by you. a. We will compute all premiums for this Coverage Part in accordance with our rules and rates. b. Premium shown in this Coverage Part as advance premium is a deposit premium only. At the close of each audit period we will compute the earned premium for that period and send notice to the first Named Insured. The due date for audit and retrospective premiums is the date shown as the due date on the bill. If the sum of the advance and audit premiums paid for the policy period is greater than the earned premium, we will return the excess to the first Named Insured. c. The first Named Insured must keep records of the information we need for premium computation, and send us copies at such times as we may request. 6. Representations By accepting this policy, you agree: Page 16 of 21 @ 2017 The Travelers Indemnity Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc. with its permissi a. The statements in the Declarations are accurate and complete; b. Those statements are based upon representations you made to us; and c. We have issued this policy in reliance upon your representations. The unintentional omission of, or unintentional error in, any information provided by you which we relied upon in issuing this policy will not prejudice your rights under this insurance. However, this provision does not affect our right to collect additional premium or to exercise our rights of cancellation or nonrenewal in accordance with applicable insurance Separation Of Insureds Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this Coverage Part to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom claim is made or "suit" is brought. 8. Transfer Of Rights Of Recovery Against others To Us If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. 9. When We Do Not Renew If we decide not to renew this Coverage Part, we will mail or deliver to the first Named Insured shown in the Declarations written notice of the nonrenewal not less than 30 days before the expiration date. If notice is mailed, proof of mailing will be sufficient proof of notice. SECTION V — DEFINITIONS "Advertisement" means a notice that is broadcast or published to the general public or specific market segments about your goods, products or services for the purpose of attracting customers or supporters. For the purposes of this definition: a. Notices that are published include material placed on the Internet or on similar electronic means of communication; and Id. Regarding websites, only that part of a website that is about your goods, products or services for the purposes of attracting customers or supporters is considered an advertisement. wdtniwl�t� Ir-MEWIDfiAPPRWEDBY. A41u Auvulo Risk Management SpeaAist Policy # 6803,1225448 occupational therapist or occupational therapy assistant, physical therapist or speech -language pathologist; or (b) First aid or "Good Samaritan services" by any of your "employees" or "volunteer workers", other than an employed or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing to provide first aid or "Good Samaritan services" during their work hours for you will be deemed to be acting within the scope of their employment by you or performing duties related to the conduct of your business. 3. The following replaces the last sentence of Paragraph 5. of SECTION III — LIMITS OF INSURANCE: For the purposes of determining the applicable Each Occurrence Limit, all related acts or omissions committed in providing or failing to provide "incidental medical services", first aid or "Good Samaritan services" to any one person will be deemed to be one "occurrence". 4. The following exclusion is added to Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY INJURY AND PROPERTY DAMAGE LIABILITY: Sale Of Pharmaceuticals "Bodily injury" or "property damage" arising out of the violation of a penal statute or ordinance relating to the sale of pharmaceuticals committed by, or with the knowledge or consent of the insured. 5. The following is added to the DEFINITIONS Section: "Incidental medical services" means: a. Medical, surgical, dental, laboratory, x- ray or nursing service or treatment, advice or instruction, or the related furnishing of food or beverages; or b. The furnishing or dispensing of drugs or medical, dental, or surgical supplies or appliances. COMMERCIAL GENERAL LIABILITY that is available to any of your "employees" for "bodily injury" that arises out of providing or failing to provide "incidental medical services" to any person to the extent not subject to Paragraph 2.a.(1) of Section II — Who Is An Insured. K. MEDICAL PAYMENTS— INCREASED LIMIT The following replaces Paragraph 7. of SECTION III — LIMITS OF INSURANCE: 7. Subject to Paragraph 5. above, the Medical Expense Limit is the most we will pay under Coverage C for all medical expenses because of "bodily injury" sustained by any one person, and will be the higher of: a. $10,000; or b. The amount shown in the Declarations of this Coverage Part for Medical Expense Limit. L. AMENDMENT OF EXCESS INSURANCE CONDITION — PROFESSIONAL LIABILITY The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis, that is Professional Liability or similar coverage, to the extent the loss is not subject to the professional services exclusion of Coveraae A or Coveraae B. M. BLANKET WAIVER OF SUBROGATION — WHEN REQUIRED BY WRITTEN CONTRACT OR AGREEMENT The following is added to Paragraph 8., Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: If the insured has agreed in a written contract or agreement to waive that insured's right of recovery against any person or organization, we waive our right of recovery against such person or organization, but only for payments we make because of: 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — a. "Bodily injury" or "property damage" that COMMERCIAL GENERAL LIABILITY occurs; or CONDITIONS: b. "Personal and advertising injury" caused by This insurance is excess over any valid and an offense that is committed; collectible other insurance, whether primary, subsequent to the signing of that contract or excess, contingent or on any other basis, agreement. RIAMRmganmtnivbim CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. RL EwED&APP EDBY: Includes copyrighted material of Insurance Services Office, Inc. with its permise ii�+a AGeVtalo ��Risk Managemen[SpedXst POLICY NUMBER:BA9R464848 COMMERCIAL AUTO CA20481013 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. DESIGNATED INSURED FOR COVERED AUTOS LIABILITY COVERAGE 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: Group 4 Architecture Endorsement Effective Date: 7/18/2021 SCHEDULE Name Of Person(s) Or Organization(s): 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 1 — Covered Autos Coverages of the Auto Dealers Coverage Form. CA 20 48 10 13 © Insurance Services Office, Inc., 2011 or _ RA MompnotDM&n REmEwm 6 APPRovm BY: ®' Risk Management Specialist la. R CERTIFICATE OF LIABILITY INSURANCE gcot#: 2B329T/ DATE(MMIDD 5/4/2022 YYJ THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Lockton Companies, LLC 3657 Briarpark Dr., Suite 700INC.No)- Houston, TX 77042 CONTACT 886-828-8365 NAME:PHONE FAX ADDRESS INSURERS AFFORDING COVERAGE NNC# INSURER A: Ace American Insurance Co. 22667 INSURED GROUP 4 ARCHITECTURE RESEARCH PLANNING INSURER B INSURER C: 211 LINDEN AVE SOUTH SAN FRANCISCO, CA 94080-3710 INSURER D: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: RFVLS1nN NI IMRFw- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTR TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF MM/DD POLICY EXP MWDD LIMITS COMMERCIAL GENERAL LIABILQY CLAIMS -MADE OCCUR FACH OCCURRENCE $ DA GE TO RENTED PREMISES Ea occuo noe $ MED EXP (Any one rson) $ PERSONAL&ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: POLICY 0 P" r LOG GENERALAGGREGATE $ PRODUCTS-COMP/OP AGG $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea ecddent $ BODILY INJURY (Par parson) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS B001LY INJURY Peraccident ( ) $ HIRED AUTOSNIN_OAUTOS ED AUTOS PROPERTY DAMAGE Per psdent $ UMBRELLA LIAB OCCUR occ, EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB -MADE E. RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 A ANY OFFICERIMEMER EXCLUDED?ECUTIVE ❑NIA X C70152502 10/112021 10i1/2022 E.L. DISEASE - EA EMPLOYEE $ 1.000.000 (Mandatory In NH) If yes, describe under E.L. DISEASE -POLICY LIMIT $ 1.000,000 DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks SchadUlB, may be attached if more space is required) Notice to Othars Endorsement Included Santa Ana Unney, Project#22575.01. Santa Ana Main Library Renovation WAIVER OF SUBROGATION IN FAVOR OF City of Santa Ana WHEN REQUIRED BY WRITTEN CONTRACT. CITY OF SANTA ANA RISK MANAGEMENT DIVISION 20 CIVIC CENTER PLAZA SANTA ANA, CA 92792 ACORD 25 (2016103) The ACORD name and logo are registered 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 ease naoogart0¢ UM91 W 1 y�,s"eel."4•-' REVIEWED&APPROv®BY. Risk Management Spedalist Workers' Compensation and Employers' Liability Policy Named Insured Endorsement Number Insperity, INC. UC/F Policy Number GROUP 4 ARCHITECTURE RESEARCH PLANNING 19001 Crescent Springs Drive Symbol: RWC Number: C70152502 Kingwood, TX 77339 Policy Period Effective Date of Endorsement 10/1/2021 TO 1011/2022 10/1/2021 Issued By (Name of Insurance Company) Ace American Insurance Co. olic number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. Insert thepolicy CALIFORNIA WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT This endorsement applies only to the insurance provided by the policy because California is shown in Item &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. You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. Schedule 1. (X) Specific Waiver Name of person or organization: City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702 ( ) Blanket Waiver Any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. 2. Operations: Santa Ana Library, Project#22575-01. Santa Ana Main Library Renovation 3. Premium: The premium charge for this endorsement shall be INCLUDED percent of the California premium developed on payroll in connection with work performed for the above person(s) or organization(s) arising out of the operations described. 4. Minimum Premium: INCLUDED WC 99 03 22 Authorized Representative Rw::JukT lamgatmtDbivlmt D 6 APPROV Bv: ' Flmfr:1 rgcevo U RA Management Spedallrt NOTICE OF COMPLIANCE CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL Contractor Group 4 Architecture Research + Planning, Inc. Name: Project A-2022-060 Number: Project Design/Engineering Services Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: POLICY EXPIRATION TYPE OF INSURANCE COI DATE FILE NAME NUMBER DATE City-of-Santa- Ana_Group-4- AUTOMOBILE LIABILITY BA9R464848 07/18/2024 07/21/2023 Archite_DEFAULT--- GHUP-_7-21- 2023_455291924_1.pdf City-of-Santa- Ana_Group-4- GENERAL LIABILITY 6803J225448 07/18/2024 07/21/2023 Archite_DEFAULT--- GHUP-_7-21- 2023_455291924_1.pdf Group 4 Architecture WORKERS COMPENSATION AND EMPLOYERS' Workers Comp C55977306 10/01/2024 10/27/2023 LIABILITY COI_CityofSantaAna_thru 10.1.2024.pdf Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team 11/8/2023 3:37 PM