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GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
INSURANCE NOT ON FILE WORK MAY NOT PROCEED CITY CL4� 2 y 1�14 DATE: A v LO(E) (Ner;a Paalw),wV' A-2024-127 THIS FIRST AMENDMENT to the above -referenced agreement is entered into on August 20, 2024, 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. Following Request for Proposal ("RFP") No. 21-118, the parties entered into Agreement No. A-2022-060 ("Agreement") dated April 19, 2022, to retain a qualified consultant having special skill and knowledge in the field of library renovation to prepare full conceptual plans for the Santa Ana City Library. B. To support extensive upgrades during the renovation, on December 21, 2022, the City approved a reallocation of scope and fees that deferred Task 5 of the scope of work to the Agreement, which included bidding, construction administration, and record drawings. C. The Agreement is in full force and effect through April 18, 2025. D. With the award of a contract for construction, the City now desires to reinstate the original Task 5 services that were deferred on December 21, 2022 and include Additional Services Requests within the scope of work. E. The parties now wish to amend the Agreement to expand the scope and increase compensation. The Parties therefore agree: Section 1, Scope of Services, is hereby amended to include Exhibit A-1 of this First Amendment. This amended scope of services includes: a. Additional Service Request ("ASR") 04 Reinstated Task 5 Construction Administration ("CA"). With the award of a contract for construction, the City now desires to reinstate the original Task 5 services that were deferred on December 21, 2022. ASR 04 reinstates these services. b. ASR 05 Supplemental Services for Historic Restoration. As part of ASR 03 Materials Testing — the historic specialist, Page & Turnbull, has developed an extensive marble restoration repair and rehabilitation scope. For a new ASR 05 Page & Turnbull has proposed a scope of services that can be provided as directed by the City on a time and material basis. Page & Turnbull Task 5 services have been removed from ASR 04 and ASR 07 and are fully provided for in ASR 5. c. ASR 06 Existing Elevator Evaluation and Repair Recommendations. The City has requested that the existing elevator be evaluated by a specialty sub -consultant to determine the scope of repairs needed. Through ASR 06, the services of J.E. Sellen Page 1 of 2 have been engaged by Consultant and an evaluation of the elevator has been performed and an allowance specification for its repair. d. ASR 07 Extended CA for Months 13-18. Through ASR 07, the City desires to have Consultant support the construction phase services. Section 2.a., Compensation, is hereby amended to include Exhibit D-1 of this First Amendment. The compensation for services provided is increased by $499,383 for a total Agreement amount not to exceed $2,657,948. 3. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement on the date and year first written above. aA,a 7fl W;:L. Jennifer L. all 3 Alvaro Nunez r City Manager APPROVED AS TO FORM SONIA R. CARVALHO, City Attorney By: B n Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL Brian Stern g 5, 202416:18 PDT) Brian Sternberg Executive Director Library Services Agency CONSULTANT David Schnee Principal Page 2 of 2 EXHIBIT A-1 G R O U P 4 27 June 2024 Jason Gabriel CLIENT CONTR #: A-2022-060 A R C H I T E C T U R E City of Santa Ana R E S E A R C H + Public Works Agency ADD SERVICE #: 04 Reisntated Task 5 PLANNING, INC 20 Civic Center Plaza PO Box 1988 Santa Ana, CA 92702 BILLING TYPE: Lump Sum 211 LINDEN AVENUE PROJECT NAME: G4 PROJECT #: GROUP 4 PHASE #: SO. SAN FRANCISCO Santa Ana Library Renovation 22575-01 104 CA 94080 USA SCOPE SUMMARY: T:650. 8 71 •0709 Reinstate Original Executed Contract Task 5: Bid Advertisement, Construction Admin, Record Drawings scope and fee that had been deferred on 12/22/2022. Page & Turnbull scope excluded - see ASR 05 for its F: 650.871.7911 replacement. www.g4.,, h. corn ADD SERVICE Task 5 - All Original Basic Services Disciplines except P&T excluded (See ASR 05) See Fee Hour Backup DESIGN FEE SUB -TOTAL: C 6/27/2024 David Schnee Date Principal in Charge Jason Gabriel Date Acting City Engineer G:\22575-01 Santa Ana Library\Y-Contract\CLIENT\Amendment\Amendment 1 2024-XX-XX\Santa Ana Fee -hours 2024-06-27 Amendment 01 ASR 04 Reinstate CA 2024-06-27 LUMP SUM FEE $355,287 $355,287 27 June 2024 iil!314; 7A N 41:l *#11J G R 0 U P 4 Jason Gabriel CLIENT CONTR #: A-2022-060 A R C H I T E C T U R E City of Santa Ana RESEARCH + PLANNING, INC 05 Hist. Restoration Public Works Agency ADD SERVICE #: Support 20 Civic Center Plaza PO Box 1988 211 LINDEN AVENUE Santa Ana, CA 92702 BILLING TYPE: T&M $0. SAN FRANCISCO PROJECT NAME: G4 PROJECT #: GROUP 4 PHASE #: CA 94080 USA Santa Alta Library Renovation 22575-01 I05 T:650-871•0709 SCOPE SUMMARY: F: 6 5 B - B 7 1 • 7 9 1 1 Page & Turnbull Task 5 services (bid, construction admin, closeout) related to historic preservation scope. Providing support to Owner, CM and AOR on reviewing General Contractor and Speciality 4. h. a m restoration sub contractor qualifications, approach, submittals, and work. ADD SERVICE Supplemental Historic Restoration Page & Support Turnbull / 6/27/2024 David Schnee Date Principal in Charge Jason Gabriel Acting City Engineer Date I IME & MATERIAL FEE NTE MARKUP EXTENSION $88,350 $8,835 DESIGN FEE SUBTOTAL: $97,185 G:\22575-01 Santa Ana Library\Y-Contract\CLIENT\Amendment\Amendment 1 2024-XX-XX\Santa Ana Fee -hours 2024-06-27 Amendment 01 ASR 05 Hist CA Svs 2024-06-27 G R O U P 4 13 June 2024 _ -1 R A R C H I T E C T U R E Jason Gabriel City of Santa Ana CLIENT CONTR #: A-2022-060 R E5 EA RCIt + PLANNING, INC Public Works Agency ADD SERVICE #: 06 Exist Elevator Survey 20 Civic Center Plaza PO Box 1988 211 LINDEN AVENUE Santa Ana, CA 92702 BILLING TYPE: Lump Sum & T&M SO. SAN FRANCISCO PROJECT NAME: G4 PROJECT #: GROUP 4 PHASE #: CA 94080 USA Santa Ana Library Renovation 22575-01 106 T:650•871.0709 SCOPE SUMMARY: F: 6 5 0 • 8 7 1 • 7 91 1 Evaluation of existing passenger elevator, preparation of bid allowance recommendations, and supplemental services. specification, repair ww w. aa rc h. cum ADD SERVICE LUMP 5UM FEE MARKUP EXTENSION Elevator Allowance Specification J.E. Sellen $2,440 $244 $2,684 On -Site elev. Evaluation incl travel J.E. Sellen $7,910 $791 $8,701 TIME & MATERIAL FEE ADD SERVICE NTE MARKUP EXTENSION _ Other Repair support services J.E. Sellen $7,500 $750 $81250 DESIGN FEE SUB -TOTAL: $19,635 6/13/2024 David Schnee Date Principal in Charge Jason Gabriel Date Acting City Engineer G:\22575-01 Santa Ana Library\Y-Contract\CLIENT\Amendment\Amendment 12024-XX-XX\Draftto City 2024-06-13\Santa Ana Fee -hours 2024-06-13 Amendment 01 ASR 06 Exist Elev S2024-06-13 G R O U P 4 ARCHITECTURE RESEARCH PLANNING, INC 211 LINDEN AVENUE 50. SAN FRANCISCO CA 94080 USA T:650.871.0709 F: 650.871.7911 www. g4arch. cam 27 June 2024 Jason Gabriel City of Santa Ana Public Works Agency 20 Civic Center Plaza PO Box 1988 Santa Ana, CA 92702 PROJECT NAME: Santa Ana Library Renovation loss . R CLIENT CONTR #: A-2022-060 ADD SERVICE #: 07 Supplemental CA BILLING TYPE: Lump Sum G4 PROJECT #: GROUP 4 PHASE #: 22575-01 107 SCOPE SUMMARY: Extension of CA services for another 6 months beyond original 12 month duration outlined in Prime Agreement to a new total of 18 months. Excludes Page & Turnbull included in ASR 05. Excludes basic shop drawing review included in ASR 04 Reinstated Task 5. Includes virtual attendence in weekly OAC meetings and monthly in -person attendence and field walk for full 18 months. Further extension of CA duration or supplemental travels will be Additional Services. ADD SERVICE 6 months Additional CA, see attached breakdown 6/27/2024 David Schnee Date Principal in Charge Jason Gabriel Acting City Engineer Date LUMP SUM FEE MARKUP EXrENSION $122,861 incl $122,860.86 DESIGN FEE SUB -TOTAL: $122,860.86 G:\22575-01 Santa Ana Library\Y-Contract\CLIENT\Amendment\Amendment 1 2024-XX-XX\Santa Ana Fee -hours 2024-06-27 Amendment 01 ASR 07 Supp CA 2024-06-27 EXHIBIT D-1 CTya aMe Sense MaMana L ib a e r y fl a n w miipn Group 4a ntmenn ConMm.i.n Phe...— e m nm k rc O es V ^ 5SS5 xixJmm 555 saooaam Zmpl.enZnn..a.n3.-", :ee aem mwmemsµi mamnsl f 5 aNmee.: iem Haa¢cemoamabn 5 apgaaam S ;xn,aszw apbnnaMNentmmmnlu 5 5 .Pln' ogiw L3kenu.�ie^ f 5 opeaee f zox.zaom 5 zna}no.m 5 zwmom 5 emgmw s a.3anao mee pp s aae�mm . mpl.meaaw,mew^.rv.e.asrz,c5s.: s zwma.m s assasm �ngmwaanleupm.anuwa^r. s sxam.ao s azmom .em,.se �mmramn:mf^mv 3 tz.lffm f fa;an.w aarys:eaeaWa-.musm mm..o.m s z.u3sss.m s —aa:. -.nm.m bneam.aemn mm .tl. or maa I raze..-=S manesm-mam.aoa.--a7A —ememOIAIII :Smmaumeapa.za an I ,a`oRo° CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYW)7/12/2024 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 AssuredPartners Design Professionals Insurance Services, LLC 3697 Mt. Diablo Blvd Suite 230 CA 94549 CONTACT NAME: Helen Jang PHONE FAX A/C No EXt: 626-696-1892 (A/C, No): E-MLafayette ADDRESS: CertsDesignPro@AssuredPartners.com INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Travelers Property Casualty Company of America 25674 License#: 6003745 INSURED GROUP4ARC INSURERB: The Travelers Indemnity Company of Connecticut 25682 Group 4 Architecture Research + Planning, Inc. IlvsuRERc: Travelers Casualty and Surety Company 19038 INSURERD: 211 Linden Avenue South San Francisco CA 94080 INSURERE: INSURER F : COVERAGES CERTIFICATE NUMBER:548340738 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD POLICY EXP MM/DD LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y 6803J225448 7/18/2024 7/18/2025 EACH OCCURRENCE $ 2,000,000 CLAIMS -MADE OCCUR PREMISES DAMAGE TO PREMISES Ea occurrence) ccurrence $ 1,000,000 X MED EXP (Any one person) $ 10,000 Contractual Liab X Included PERSONAL 8 ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 POLICY PRO- JECT LOC PRODUCTS - COMP/OP AGG $ 4,000,000 $ OTHER: B AUTOMOBILE LIABILITY Y Y BA9R464848 7/18/2024 7/18/2025 COMBINED SINGLE LIMIT Ea accident $ 1,000,000 BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ X FIR ERTYDAMAGE Per accident $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY X $ NoOwned Auto A X UMBRELLA LAB X OCCUR Y Y CUP9G286032 7/18/2024 7/18/2025 EACH OCCURRENCE $ 4,000,000 AGGREGATE $ 4,000,000 EXCESS LAB CLAIMS -MADE DED RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N PER OTH- STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICE R/MEMBER EXCLUDED? ❑ N/A E.L. DISEASE - EA EMPLOYEE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ C Professional Liability 108087505 7/22/2024 7/22/2025 $2,000,000 per Claim $2,000,000 Annl Ag Claims Made Form DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) Insured owns no company vehicles; theirefore, hired/non-owned auto is the maximum coverage that applies. The Excess -Umbrella Liability is Follow Form to its underlying Policies: General Liability and Automobile Liability. 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. General Liability is Primary/Non-Contributory per policy form wording. Waiver of Subrogation applies to Commercial General Liability and Automobile Liability. Professional Liability Retro Date: Professional Liability Prior Acts Date 01/01/1974. CANCELLATION: 30 day notice will be sent to the certificate holder. L,r-M I Ir'IL A I C nULUCK City of Santa AnaU '7 Risk Management Division 20 Civic Center Plaza Santa Ana CA 92702 I—- , _...... L ANL r_LLA I IUIV OU Uay Ivouce will De sent io nooer C>! qi <--A e SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE R,,kMaa ge THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZEJDJREPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 680 - 3J225448 COMMERCIAL GENERAL LIABILITY 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 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 a written contract with the Additional Insured Person(s) or Organization(s) in the 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 CG 20 37 07 04 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 T8 01 07 24 © ISO Properties, Inc., 2004 DATE OF ISSUE: 06/03/2024 Page 1 of 1 POLICY NUMBER: 680 - 3J225448 COMMERCIAL GENERAL LIABILITY 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 to include as an additional insured on this Coverage Part, provided that such written contract was signed 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 a written contract with the Additional Insured Person(s) or Organization(s) in the 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 additional insureds, sions apply: CG D3 61 03 05 insurance afforded to these the following additional exclu- 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. Copyright 2005 The St. Paul Travelers Companies, Inc. All rights reserved. CG T8 03 07 24ncludes copyrighted material of Insurance Services Office, Inc. with its permission. DATE OF ISSUE: 06/03/2024 Page 1 of 1 Policy # 6803J225448 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 insurance of all insurers. 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. 5. Premium Audit 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. 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 laws or regulations. 7. 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 1. "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: c. The first Named Insured must keep records of a. Notices that are published include material the information we need for premium placed on the Internet or on similar electronic computation, and send us copies at such times means of communication; and as we may request. b. Regarding websites, only that part of a website 6. Representations that is about your goods, products or services By accepting this policy, you agree: for the purposes of attracting customers or supporters is considered an advertisement. Page 16 of 21 © 2017 The Travelers Indemnity Company. All rights reserved. CG T1 00 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. Policy # 6803J225448 COMMERCIAL GENERAL LIABILITY 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 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 "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 M 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. 6. The following is added to Paragraph 4.b., Excess Insurance, of SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS: This insurance is excess over any valid and collectible other insurance, whether primary, excess, contingent or on any other basis, 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 Coverage A or Coverage B. 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: a. "Bodily injury" or "property damage" that occurs; or b. "Personal and advertising injury" caused by an offense that is committed; subsequent to the signing of that contract or agreement. CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO POLICY NUMBER: BA9R464848 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 modi- fied 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 pro- vided in the Coverage Form. SCHEDULE Name Of Person(s) Or Organization(s): ANY PERSON OR ORGANIZATION THAT YOU ARE REQUIRED TO INCLUDE AS ADDITIONAL INSURED ON THE COVERAGE FORM IN A WRITTEN CONTRACT OR AGREEMENT THAT IS SIGNED AND EXECUTED BY YOU BEFORE THE BODILY INJURY OR PROPERTY DAMAGE OCCURS AND THAT IS IN EFFECT DURING THE POLICY PERIOD. 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 provi- sion contained in Paragraph A.1. of Section II — Cov- ered Autos Liability Coverage in the Business Auto and Motor Carrier Coverage Forms and Paragraph D.2. of Section I — Covered Autos Coverages of the Auto Dealers Coverage Form. CA 20 48 10 13 © Insurance Services Office, Inc., 2011 Page 1 of 1 Policy # BA9R464848 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET WAIVER OF SUBROGATION This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM BUSINESS AUTO COVERAGE FORM MOTOR CARRIER COVERAGE FORM The following replaces Paragraph A.5., Transfer of required of you by a written contract executed Rights Of Recovery Against Others To Us, of the prior to any "accident" or "loss", provided that the CONDITIONS Section: "accident" or "loss" arises out of the operations 5. Transfer Of Rights Of Recovery Against Oth- contemplated by such contract. The waiver ap- ers To Us plies only to the person or organization desig- We waive any right of recovery we may have nated in such contract. against any person or organization to the extent CA T3 40 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission. �Aw G R® U P 4 A R C H I T E C T U R E R E S E A R C H + PLAN N I N G. INC 211 LINDEN AVENUE SO. SAN FRANCISCO CA 94080 USA T:650.871.0709 F:650.871.7911 www.g4arch.com J I L L E Y R E S A R C H I T E C T ANDREA GIFFORD A R C H I T E C T JONATHAN HARTMAN A R C H I T E C T DAWN E. MERKES A R C H I T E C T D A V I D S C H N E E A R C H I T E C T CAROLYN CARLBERG A R C H I T E C T G A R Y C H I N G A R C H I T E C T HARDING DOWEL L A R C H I T E C T DANIEL LAROSSA A R C H I T E C T W I L L I A M L I M A R C H I T E C T T E R E S A R O M A R C H I T E C T 07/ 12/2024 Assured Partners Design Professionals Ins. Svcs, LLC 3697 Mt. Diablo Blvd, #230 Lafayette, CA 94549 Re: Insurance Compliance — Scheduled Autos To Whom it May Concern: Group 4 Architecture Research + Planning, Inc. owns no company vehicles; therefore, hired/non-owned auto is the maximum coverage that applies (as shown on the Certificate of Insurance). Should this information change by acquiring a company owned auto, we will inform you by sending a revised certificate of insurance. Sincerely, 4�)�Jwe4 Dawn Merkes Architect, Principal Group 4 Architecture, Research + Planning, Inc AC - . CERTIFICATE OF LIABILITY INSURANCE Acct#: 2832977 DATE (MM/DD/YYYY) 10/27/2023 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 CONTACT 888-828-8365 NAME PHONE FAX 3657 Briarpark Dr., Suite 700 A/C No Ext : A/C No): E-MAIL Houston, TX 77042 ADDRESS: INSPERITYCERTS LOCKTONAFFINITY.COM INSURER(S) AFFORDING COVERAGE NAIC # INSURERA : Indemnity Insurance Co. of North America 43575 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: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM/DD/YYY POLICY EXP MM/DD/YYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS -MADE OCCUR PREMISES Ea occurrence $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY ❑ PRO- JECT LOC ❑ PRODUCTS - COMP/OP AGG $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ PROPERTY DAMAGE APer accident $ NON -OWNED HIRED AUTOS AUTOS UMBRELLA LAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY Y / N OFFICER/MEMBER EXCLUDED? PROPRIETOR/PARTNER/EXECUTIVE ❑ N / A X C55977306 10/1/2023 10/1/2024 X PER OTH- STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 30-DAY NOTICE OF CANCELLATION Santa Ana Library, Project#22575-01. Santa Ana Main Library Renovation WAIVER OF SUBROGATION IN FAVOR OF City of Santa Ana WHEN REQUIRED BY WRITTEN CONTRACT. CERTIFICATE HOLDER R41411d.; "% Risk Management Division CANCELLATION Reviewed and Approved by: 'xra. �I �llhii ' i ae SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED `- - Risk Manager IN ACCORDANCE WITH THE POLICY PROVISIONS. CITY OF SANTA ANA AUTHORIZED REPRESENTATIVE RISK MANAGEMENT DIVISION 20 CIVIC CENTER PLAZA SANTA ANA, CA 92702 ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Workers' Compensation and Employers' Liability Policy Named Insured Endorsement Number GROUP 4ARCHITECTURE RESEARCH PLANNING 211 LINDEN AVE Policy Number SOUTH SAN FRANCISCO, CA 94080-3710 Symbol: RWC Number: C55977306 Policy Period Effective Date of Endorsement 10/1 /2023TO 10/1 /2024 10/1 /2023 Issued By (Name of Insurance Company) Indemnity Insurance Co. of North America Insert the policy number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. NOTICE TO OTHERS ENDORSEMENT - SPECIFIC PARTIES A. If we cancel this Policy prior to its expiration date by notice to you or the first Named insured for any reason other than nonpayment of premium, we will endeavor, as set out below, to send written notice of cancellation, via such electronic or other form of notification as we determine, to the persons or organizations listed in the schedule set out below {the "Schedule"). You or your representative must provide us with both the physical and e-mail address of such persons or organizations, and we will utilize such e-mail address or physical address that you or your representative provided to us on such Schedule. B. We will endeavor to send or deliver such notice to the e-mail address or physical address corresponding to each person or organization indicated in the Schedule at least 30 days prior to the cancellation date applicable to the Policy. C. The notice referenced in this endorsement is intended only to be a courtesy notification to the person(s) or organization(s) named in the Schedule in the event of a pending cancellation of coverage. We have no legal obligation of any kind to any such person(s) or organization(s). Our failure to provide advance notification of cancellation to the person(s) or organization(s) shown in the Schedule shall impose no obligation or liability of any kind upon us, our agents or representatives, will not extend any Policy cancellation date and will not negate any cancellation of the Policy. D. We are not responsible for verifying any information provided to us in any Schedule, nor are we responsible for any incorrect information that you or your representative provide to us. If you or your representative does not provide us with the information necessary to complete the Schedule, we have no responsibility for taking any action under this endorsement. In addition, if neither you nor your representative provides us with e-mail and physical address information with respect to a particular person or organization, then we shall have no responsibility for taking action with regard to such person or entity under this endorsement. E. We may arrange with your representative to send such notice in the event of any such cancellation. F. You will cooperate with us in providing, or in causing your representative to provide, the e-mail address and physical address of the persons or organizations listed in the Schedule. G. This endorsement does not apply in the event that you cancel the Policy.. SCHEDULE Name of Certificate Holder E-Mail Address Physical Address City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702 All other terms and conditions of this Policy remain unchanged. This endorsement is not applicable in the states of AZ, FL, ID, ME, NC, NJ, NM, TX and WI. �vawz�_ Authorized Representative WC 99 03 71 (01 /11) Page 1 of 1 Workers' Compensation and Employers' Liability Policy Named Insured Endorsement Number GROUP 4 ARCHITECTURE RESEARCH PLANNING 211 LINDEN AVE Policy Number SOUTH SAN FRANCISCO, CA 94080-3710 Symbol: RWC Number: C55977306 Policy Period Effective Date of Endorsement 10/1/2023 TO 10/1/2024 10/1/2023 Issued By (Name of Insurance Company) Indemnity Insurance Co. of North America Insert the policy number. The remainder of the information is to be completed only when this endorsement is issued subsequent to the preparation of the policy. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. 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 3.A. of the Information Page. We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule, but this waiver applies only with respect to bodily injury arising out of the operations described in the Schedule, where you are required by a written contract to obtain this waiver from us. 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 WAIVER OF SUBROGATION IN FAVOR OF City of Santa Ana WHEN REQUIRED BY WRITTEN CONTRACT. 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. !l�1G �II'il'�I'ii1'-[Riitil►[�7��1�7��] WC 90 03 75 (05/18)