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HomeMy WebLinkAboutANSER ADVISORY MANAGEMENT, LLCINSURANCE ON FILE A-2025-013-02 WORK MAY PROCEED UNTIL INSURANCE EXPIRES �� I I'].b'ZC- CITY CLERK DATE: MAR 2 5 '075 p pw f� t z0 FIRST AMENDMENT TO AGREEMENT WITH ANSER ADVISORY MANAGEMENT, LLC FOR ON -CALL CONSTRUCTION MANAGEMENT AND INSPECTION SERVICES THIS FIRST AMENDMENT to the above -referenced agreement is entered into on February 4, 2025, by and between Anser Advisory Management, LLC ("Consultant") and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The parties entered into Agreement No. A-2023-168-02 ("Agreement") dated October 3, 2023, to provide on -call construction management and inspection services for the City's Public Works Agency to complete delivery of capital improvement projection involving public works infrastructure and City Facilities. The Agreement term runs until October 2, 2026, with up to one (1) two (2) year optional extension of the term, exercisable by the City. The Agreement is current and in effect. B. Consultant is one (1) of five (5) consultants selected to provide said services. Each of the five (5) consultants shares an aggregate compensation amount to pay for on -call services provided to the City under the terms of the Agreement. C. The parties wish to amend the Agreement to increase the total "not to exceed" aggregate amount available to compensate the consultants under the Agreement. No other changes are contemplated by this First Amendment. The Parties therefore agree: 1. Section 2.a., Compensation, is hereby amended to increase the total aggregate amount available for all five (5) consultants, for on -call services provided to the City, by $3,000,000. The total aggregate amount, among the five consultants, shall not exceed the shared aggregate amount of $6,000,000, during the term of this Agreement, including any extension periods. 2. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect. [signature page to follow] IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Agreement on the date and year first written above. ATTEST APPROVED AS TO FORM SONIA R. CARVALHO e Nellesen Assistant City Attorney RECOMMENDED FOR APPROVAL Executive Director, Public Works Agency CITY OF S TA ANA Ivaro Nunez City Manager CONSULTANT By: Tyson Atwood Title: Senior Vice President AID h® CERTIFICATE OF LIABILITY INSURANCE 03/0 DDN OATE(MM12025 YY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER($), 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 AOn Risk services Central, Inc. Chicago IL Office CONTACT PHONE (g66) 283-7122 FAX (800) 363-0105 INC. No. ExU:INC. No.): 200 East Randolph Chicago It 60601 USA E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAICR INSURED INSURER A: AllianZ Global Risks us Insurance CO. 35300 Anger Advisory, LLC 529 E Crown Point Rd., Suite 170 Ocoee FL 34761 USA INSURER B: Zurich American Ins CO 16535 INSURER C: National Union Fire Ins Co of Pittsburgh 19445 INSURER D: The Continental Insurance Company 35289 INSURER E: Valley Forge Insurance CO 20508 NSURER F: COVERAGES CERTIFICATE NUMBER: 570111200478 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. Limits shown are as requested LTq TYPE OF INSURANCE INBO WVO POLICY NUMBER FULIUY LEE MPOLIGY IMIDDN UP MMID11YYYYt LIMITS E X COMMERCIALGENERALLIABILITY 7 5 EACH OCCURRENCE $1,000,000 CLAIMS -MADE 1fl OCCUR PREMISES Ea occurrence $1,000,000 MED UP (Any one parson) $15,000 PERSONAL&ADV INJURY $1,000,000 GENLAGGREGATE LIMITAPPLIES PER: GENERALAGGREGATE $2,000,000 X POLICY 0 PRO LOD JECT PRODUCTS - COMP/OP AGO $2,000,000 OTHER: o n O LIABILITY 801$367435 01/17/202501/17/2026 COMBINED SINGLE LIMIT $1,000,000 m B BAP 9376191 21 11/15/2024 11/15/2025 Eaaceiden NYAUTO5M Xs 1M BODILY INJURY(Per person) 0SCHEDULEDOWNEDAUTOSBODILY INJURY (PeramideniJIREDUDINOSY FMOBIALE NON-0WNED PROPERTY DAMAGENLY AUTOS ONLY Per accident)_ 1= N C X UMBRELLA LIAB X OCCUR BE017247267 11/15/2024 11/15/2025 EACH OCCURRENCE $1, 000, 000 O EXCESS LIAB CLAIMS -MADE AGGREGATE $1,000,000 DEC I RETENTION O WORKERS COMPENSATION AND 8018265617 Ol/17/2625 01 17 2026 X PER STATUTE OH_ ER EMPLOYERS, LIABILITY YIN WC - ADS E.L. EACH ACCIDENT $1,000,000 E ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICEPIMEMBER EXCLUDED} N/A 8018266685 O1/17/2025 O1/17/2026 E.L. DISEASE -EA EMPLOYEE $1,000,000 (Mandatory In NH) WC - CA describe under E.L. DISEASE -POLICY LIMR $1,000,000—_ Use, DESCRIPTION OF OPERATIONS below A E&O - Professional Liability USZ000017240M 01/01/2024 06/01/1025 Eachclaim/Aggregate $20,000,000 - Primary SIR applies per policy ter s & condi ions DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, AddBlonal Remarks Schedule, may be aeached It more space is required) The City of Santa Ana, its officers, officials, employees and volunteers are included as Additional Insured in accordance with the policy provisions Of the General Liability policy. General Liability policy evidenced herein is Primary and Non -Contributory to other insurance available to Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of Certificate Holder in accordance with the policy provisions of the General Liability, Automobile Liability and Workers Compensation policies. ki olguany ag"d Tu TTan Nguyeten APPROVED . wte.2te:zpzsga.aa By TU Iran Nguyen aC""iP.06am-Mar 06,-Z025 CRA FTIFICATF Hrll OFR CNCFI I e-rinN 0 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City Of Santa Ana AUTHORIZED REPRESENTATIVE Attn: Public Works Agency 20 Civic center Plaza, M-22 US Santa Ana CA 92701 USA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 570000009368 LOC #: A ADDITIONAL REMARKS SCHEDULE Page _ of AGENCY NAMED INSURED Aon Risk Services central, Inc. Anser Advisory, LLC POLICYNUMBER see certificate Number: 570111200478 CARRIER NAIC CODE see Certificate Number: 570111200478 EFFECTIVE DATE: nuvr IivrvHi- nCIVIMnNo THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Additional coverage General Liability policy below is the conduit connecting policy 8018369816 to policy BE017247267 through a difference in condition endorsement. Policy #: GL0937619221 carrier: Zurich American Insurance company Term: 11/15/2024 - 11/15/2025 Limits: Each occurance: $2,000,000 Damage to Rented Premise: $300,000 Med Exp: $10,000 Personal & Adv Ingury: $2,000,000 General Aggregate: $20,000,000 Products - comp/op Agg: $4,000,000 Auto Liability policy below is the conduit connecting policy 8018367435 to policy BE017247267 through an Exclusion, Excess coverage Hazards otherwise Insured endorsement. Policy #: BAP 9376191 21 carrier: Zurich American Insurance company Term: 11/15/2024 - 11/15/2025 Limit: $5,000,000 =131)101 (2008/01) The ACORD name and logo are registered marks of ACORD ®2008 ACORD CORPORATION CNA CNA PARAMOUNT Blanket Additional Insured - Owners, Lessees or Contractors - with Products -Completed Operations Coverage Endorsement This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART It is understood and agreed as follows: 1. WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or the acts or omissions of those acting on your behalf: A. In the performance of your ongoing operations subject to such written contract; or B. In the performance of your work subject to such written contract, but only with respect to bodily injury or property damage included in the products -completed operations hazard, and only if: 1. The written contract requires you to provide the additional insured such coverage; and 2. This Coverage Part provides such coverage; and C. Subject always to the terms and conditions of this policy, Including the limits of insurance, the Insurer will not provide such additional insured with: 1. Coverage broader than what you are required to provide by the written contract; or 2. A higher limit of insurance than what you are required to provide by the written contract. Any coverage granted by this Paragraph 1. shall apply solely to the extent permissible by law. If the written contract requires additional insured coverage under the 07-04 edition of CG2010 or CG2037, then paragraph 1. above is deleted in Its entirety and replaced by the following: WHO IS AN INSURED is amended to Include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or the acts or omissions of those acting on your behalf: A. In the performance of your ongoing operations subject to such written contract; or B. In the performance of your work subject to such written contract, but only with respect to bodily injury or property damage included in the products -completed operations hazard, and only if: 1. The written contract requires you to provide the additional Insured such coverage; and 2. This Coverage Part provides such coverage. 111. But if the written contract requires: A. Additional insured coverage under the 11-85 edition, 10-93 edition, or 10-01 edition of CG2010, or under the 10- 01 edition of CG2037; or B. Additional insured coverage with "arising out of language; then paragraph 1. above is deleted in its entirety and replaced by the following: WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of your work that is subject to such written contract. CNA75079XX (3-22) Policy No: 8018369816 Page 1 of 3 Endorsement No: 4 VALLEY FORCE INSURANCE COMPANY Effective Date: 01/17/2025 Insured Name: ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS, LLC Copyright CNA All Rights Reserved. CNA CNA PARAMOUNT Blanket Additional Insured - Owners, Lessees or Contractors - with Products -Completed Operations Coverage Endorsement IV. But if the written contract requires additional Insured coverage to the greatest extent permissible by law, then paragraph I. above is deleted in its entirety and replaced by the following: WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this Coverage Part, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of your work that is subject to such written contract. V. The Insurance granted by this endorsement to the additional Insured does not apply to bodily injury, property damage, or personal and advertising Injury arising out of: A. The rendering of, or the failure to render, any professional architectural, engineering, or surveying services, Including: 1. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; and 2. Supervisory, inspection, architectural or engineering activities; or B. Any premises or work for which the additional insured is specifically listed as an additional insured on another endorsement attached to this Coverage Part. VI. Under COMMERCIAL GENERAL LIABILITY CONDITIONS, the Condition entitled Other Insurance is amended to add the following, which supersedes any provision to the contrary in this Condition or elsewhere in this Coverage Part: Primary and Noncontributory Insurance With respect to other Insurance available to the additional insured under which the additional Insured Is a named insured, this insurance is primary to and will not seek contribution from such other Insurance, provided that a written contract requires the insurance provided by this policy to be: 1. Primary and non-contributing with other Insurance available to the additional Insured; or 2. Primary and to not seek contribution from any other insurance available to the additional insured. But except as specified above, this insurance will be excess of all other insurance available to the additional Insured. VII. Solely with respect to the insurance granted by this endorsement, the section entitled COMMERCIAL GENERAL LIABILITY CONDITIONS is amended as follows: The Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended with the addition of the following: Any additional Insured pursuant to this endorsement will as soon as practicable: 1. Give the Insurer written notice of any claim, or any occurrence or offense which may result in a claim; 2. Send the Insurer copies of all legal papers received, and otherwise cooperate with the Insurer in the investigation, defense, or settlement of the claim; and 3. Make available any other insurance, and endeavor to tender the defense and Indemnity of any claim to any other insurer or self -insurer, whose policy or program applies to a loss that the Insurer covers under this coverage part. However, if the written contract requires this insurance to be primary and non-contributory, this paragraph 3. does not apply to other insurance under which the additional insured is a named insured. The Insurer has no duty to defend or indemnify an additional insured under this endorsement until the Insurer receives written notice of a claim from the additional insured. CNA75079XX (3-22) Policy No: 8018369816 Page 2 of 3 Endorsement No: 4 VALLEY FORGE INSURANCE COMPANY Effective Date: 01/17/2025 Insured Name: ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS, LLC Copyright CNA All Rights Reserved. CNA CNA PARAMOUNT Blanket Additional Insured - Owners, Lessees or Contractors - with Products -Completed Operations Coverage Endorsement VIII.Solely with respect to the insurance granted by this endorsement, the section entitled DEFINITIONS is amended to add the following definition: Written contract means a written contract or written agreement that requires you to make a person or organization an additional insured on this Coverage Part, provided the contract or agreement: A. Was executed prior to: 1. The bodily injury or property damage; or 2. The offense that caused the personal and advertising Injury; for which the additional Insured seeks coverage; and B. Is still in effect at the time of the bodily injury or property damage occurrence or personal and advertising Injury offense. All other terms and conditions of the Policy remain unchanged. This endorsement, which forms a part of and is for attachment to the Policy Issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated In said Policy, unless another effective date is shown below, and expires concurrently with said Policy. GNA75079XX (3-22) Policy No: 8018369816 Page 3 of 3 Endorsement No: 4 VALLEY FORGE INSURANCE COMPANY Effective Date: 01/17/2025 Insured Name: ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS, LLC Copyright CNA All Rights Reserved. CNA CNA PARAMOUNT Architects, Engineers and Surveyors General Liability Extension Endorsement by the indemnitee at the Insurer's request will be paid as defense costs. Such payments will not be deemed to be damages for personal and advertising injury and will not reduce the limits of insurance, C. This PERSONAL AND ADVERTISING INJURY - LIMITED CONTRACTUAL LIABILITY Provision does not apply if Coverage B —Personal and Advertising Injury Liability is excluded by another endorsement attached to this Coverage Part, This PERSONAL AND ADVERTISING INJURY - CONTRACTUAL LIABILITY Provision does not apply to any person or organization who otherwise qualifies as an additional Insured on this Coverage Part, 22. PROPERTY DAMAGE —ELEVATORS A. Under COVERAGES, Coverage A — Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators, B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE — ELEVATORS Provision, the Other Insurance conditions is amended to add the following paragraph: This insurance is excess over any of the other Insurance, whether primary, excess, contingent or on any other basis that is Property insurance covering property of others damaged from the use of elevators. 23. RETIRED PARTNERS, MEMBERS, DIRECTORS AND EMPLOYEES WHO IS INSURED is amended to Include as Insureds natural persons who are retired partners, members, directors or employees, but only for bodily Injury, property damage or personal and advertising Injury that results from services performed for the Named Insured under the Named Insured's direct supervision. All limitations that apply to employees and volunteer workers also apply to anyone qualifying as an Insured under this Provision. 24. SUPPLEMENTARY PAYMENTS The section entitled SUPPLEMENTARY PAYMENTS — COVERAGES A AND B is amended as follows: A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of ball bonds and replace it with a $5,000. limit; and B. Paragraph i.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a $1,000. limit. 26. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named Insured's Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure. 26. WAIVER OF SUBROGATION - BLANKET Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to add the following: The Insurer waives any right of recovery the Insurer may have against any person or organization because of payments the Insurer makes for Injury or damage arising out of: 1. the Named Insured's ongoing operations; or 2. your work included in the products -completed operations hazard. However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in a written contract or written agreement, and only if such contract or agreement: CNA74858XX (1-15) Policy No: 8018369816 Page 16 of 18 Endorsement No: 1 VALLEY FORGE INSURANCE COMPANY Effective Date: 01/17/2025 Insured Name: ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS, LLC copyright CNA All Rights Reserved. Includes copyrighted rnaterlal of Insurance Services Office, Inc., with Its pennIsslon. caa WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) Business Auto Policy Policy Endorsement THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: AUTO DEALERS COVERAGE FORM ARM ILI*&-jil_l4aft:i•I MOTOR CARRIER COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement. This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below. Named Insured: ACCENTURE INFRASTRUCTURE AND CAPITAL PROJECTS, LLC Endorsement Effective Date: 01/17/2025 SCHEDULE Name(s) Of Person(s) Or Organization(s): ANY PERSON OR ORGANIZATION FOR WHOM OR WHICH YOU ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT TO OBTAIN THIS WAIVER FROM US. YOU MUST AGREE TO THAT REQUIREMENT PRIOR TO LOSS. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or organization. Form No: CA 04 44 10 13 Policy No: BUA 8018367435 Endorsement Effective Date: Endorsement Expiration Date: Policy Effective Date: 01 /17/2025 Endorsement No: 6; Page: i of 1 Policy Page: 71 of 304 Underwriting Company: Continental Casualty Company, 151 N Franklin St, Chicago, IL 60606 m copyrlgnt Insurance 5ervlces Uttice, Inc., Y011 DNA Workers Compensation And Employers Liability Insurance Policy Endorsement BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS 10%L -1 This endorsement changes the policy to which it is attached. It is agreed that Part One - Workers' Compensation Insurance G. Recovery From Others and Part Two - Employers' Liability Insurance H. Recovery From Others are amended by adding the following: We will not enforce our right to recover against persons or organizations. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) PREMIUM CHARGE - Refer to the Schedule of Operations The charge will be an amount to which you and we agree that is a percentage of the total standard premium for California exposure. The amount is 3%. All other terms and conditions of the policy remain unchanged. This endorsement, which forms a part of and is for attachment to the policy issued by the designated Insurers, takes effect on the Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below. Form No: G-19160-8 (11-1997) Policy No: WC 8 18266685 Endorsement Effective Date: Endorsement Expiration Date: Policy Effective Date: 01 /17/2025 Endorsement No: 2; Page: 1 of 1 Policy Page: 35 of 52 Underwriting Company: Valley Forge Insurance Company, 151 N Franklin St, Chicago, IL 60606 m copyright UNA All Hlghts Heserved. /-"I ® DATE(MM/DD/YYYY) �`� CERTIFICATE OF LIABILITY INSURANCE 11/06/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed.If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Aon Risk Services Central, Inc. PHONE (866) 283-7122 FAX (800) 363-0105 Chicago IL Office (A/C.No.Ext): A/C.No.: -a 200 East Randolph E-MAIL p Chicago IL 60601 USA ADDRESS: _ INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURER A: American Zurich Ins Co 40142 Anser Advisory, LLC INSURER B: Zurich American Ins Co 16535 529 E Crown Point Rd., suite 170 Ocoee FL 34761 USA INSURER C: Continental Casualty Company 20443 INSURER D: Valley Forge Insurance Co 20508 INSURERE: Allianz Global Risks US Insurance Co. 35300 INSURERF: National Union Fire Ins Co of Pittsburgh 19445 COVERAGES CERTIFICATE NUMBER: 570116575255 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. Limits shown are as requested LTR TYPE OF INSURANCE INSD WVD I POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS D X COMMERCIAL GENERAL LIABILITY -677T777727EACH OCCURRENCE $1,000,000 CLAIMS-MADE X❑OCCUR PREMISES Ea occurrence) $1,000,000 MED EXP(Any one person) $15,000 PERSONAL&ADV INJURY $1,000,000 GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 X POLICY ❑PRO- El LOC PRODUCTS-COMP/OP AGG $2,000,000 coo OTHER: ^o C AUTOMOBILE LIABILITY 8018367435 01/17/2025 01/17/2026 COMBINED SINGLE LIMIT $1,000,000 B BAP 9376191 22 11/15/2025 11/15/2026 Ea accident „ X ANYAUTO SM Xs 1M BODILY INJURY(Per person) 0 Z OWNED SCHEDULED BODILY INJURY(Per accident) 0 AUTOS ONLY AUTOS R HI RED AUTOS NON-OWNED PROPERTY DAMAGE V ONLY AUTOS ONLY Per accident F X UMBRELLALIAB X OCCUR BE063865653 11/15/2025 11/15/2026 EACH OCCURRENCE $1,000,000 U EXCESS LIAB CLAIMS-MADE AGGREGATE $1,000,000 DED RETENTION A WORKERS COMPENSATION AND WC929926224 01/01/2025 01/01/2026 X PER STATUTE OTH- EMPLOYERS'LIABILITY ER Y/N Workers Comp - Ao5 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $5,000,000 B OFFICER/MEMBER EXCLUDED? N/A WC929926324 01/01/2025 01/01/2026 (Mandatory in NH) Workers Comp - MA, NM, WI E.L.DISEASE-EA EMPLOYEE $5,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below I E.L.DISEASE-POLICY LIMIT $5,000,000- E E&O - Professional Liability USZ000317250 06/01/2025 06/01/2026 Eachclaim/Aggregate $20,000,000 - Primary Claims-Made SIR applies per policy terms & condi ions DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) The City of Santa Ana, its officers, officials, employees and volunteers are included as Additional Insured in accordance with the policy provisions of the General Liability policy. General Liability policy evidenced herein is Primary and Non-Contributory to other insurance available to Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of Certificate Holder in accordance with the policy provisions of the General Liability, Automobile Liability and Workers Compensation policies. Tu Tran TDuglnyNguyen signed 6y Tra N u er, Date:2025.,,.,2 APPROVED CERTIFICATE HOLDER CANCELLATION By Tu Tran Nguyen at 9:39 am,Nov 12,2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE Attn: Public Works Agency 20 Civic Center Plaza, M-22 e c Santa Ana CA 92701 USA r/JJ���- p ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 570000009368 LOC#: A ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCY NAMEDINSURED Aon Risk services Central , Inc. Anser Advisory, LLC POLICY NUMBER see Certificate Number: 570116575255 CARRIER NAIC CODE see Certificate Number: 570116575255 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Additional Coverage General Liability policy below is the conduit connecting policy 8018369816 to policy BE063865653 through a difference in condition endorsement. Policy #: GL0937619222 Carrier: Zurich American Insurance Company Term: 11/15/2025 - 11/15/2026 Limits: Each occurance: $2,000,000 Damage to Rented Premise: $300,000 Med Exp: $10,000 Personal & Adv Ingury: $2,000,000 General Aggregate: $20,000,000 Products - Comp/op Agg: $4,000,000 Auto Liability policy below is the conduit connecting policy 8018367435 to policy BE063865653 through an Exclusion, Excess Coverage Hazards otherwise Insured endorsement. Policy #: BAP 9376191 22 Carrier: Zurich American Insurance Company Term: 11/15/2025 - 11/15/2026 Limit: $5,000,000 ACORD 101(2008/01) ©2008 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD /-"I ® DATE(MM/DD/YYYY) 14� CERTIFICATE OF LIABILITY INSURANCE 05/20/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed.If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Aon Risk Services Central, Inc. PHONE (866) 283-7122 FAX (800) 363-0105 Chicago IL Office (A/C.No.Ext): A/C.No.: -a 200 East Randolph E-MAIL p Chicago IL 60601 USA ADDRESS: _ INSURER(S)AFFORDING COVERAGE NAIC# INSURED INSURER A: Zurich American Ins Co 16535 Accenture Infrastructure INSURERB: National Union Fire Ins Co of Pittsburgh 19445 and Capital Projects LLC 529 E. Crown Point Road, suite 170 INSURER C: American Zurich Ins Co 40142 Ocoee FL 34761 USA INSURERD: National Fire Ins. Co. of Hartford 20478 INSURERE: The Continental Insurance Company 35289 INSURERF: Allianz Global Risks US Insurance Co. 35300 COVERAGES CERTIFICATE NUMBER:570120069865 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. Limits shown are as requested LTR TYPE OF INSURANCE INSD WVD I POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS D X COMMERCIAL GENERAL LIABILITY _67777727EACH OCCURRENCE $1,000,000 CLAIMS-MADE X❑OCCUR PREMISES Ea occurrence) $1,000,000 MED EXP(Any one person) $15,000 PERSONAL&ADV INJURY $1,000,000 'COD GEN'LAGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 F) POLICY ❑PRO- El LOC PRODUCTS-COMP/OP AGG $2,000,000 N OTHER: o E AUTOMOBILE LIABILITY BUA 8018367435 01/17/2026 01/17/2027 COMBINED SINGLE LIMIT $1,000,000 A BAP 9376191 22 11/15/2025 11/15/2026 Ea accident „ X ANYAUTO SM Xs 1M BODILY INJURY(Per person) 0 Z OWNED SCHEDULED BODILY INJURY(Per accident) 0 AUTOS ONLY AUTOS R HI RED AUTOS NON-OWNED PROPERTY DAMAGE V ONLY AUTOS ONLY Per accident B X UMBRELLALIAB X OCCUR BE063865653 11/15/2025 11/15/2026 EACH OCCURRENCE $1,000,000 U EXCESS LIAB CLAIMS-MADE AGGREGATE $1,000,000 DED RETENTION C WORKERS COMPENSATION AND WC929926225 01/01/2026 01/01/2027 X I PER STATUTE I OTH- EMPLOYERS'LIABILITY ER Y/N Workers Comp - Ao5 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $S,OOO,OOO A OFFICER/MEMBER EXCLUDED? � N/A WC929926325 01/01/2026 01/01/2027 (Mandatory in NH) Workers Comp-MA,NE,NM,WI E.L.DISEASE-EA EMPLOYEE $5,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $5,000,000- F E&O - Professional Liability USZ000017260 06/01/2026 06/O1/2027 Eachclaim/Aggregate $20,000,000 - Primary Claims-Made SIR applies per policy terms & condi ions DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) The City of Santa Ana, its officers, officials, employees and volunteers are included as Additional Insured in accordance with the policy provisions of the General Liability policy. General Liability policy evidenced herein is Primary and Non-Contributory to other insurance available to Additional Insured, but only in accordance with the policy's provisions. A Waiver of Subrogation is granted in favor of Certificate Holder in accordance with the policy provisions of the General Liability, Automobile Liability and Workers Compensation policies. APPROVED By Tu Tran Nguyen at 8:41 am,Jun 18,2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE Attn: Public Works Agency 20 Civic Center Plaza, M-22 Santa Ana CA 92701 USA ©1988-2015 ACORD CORPORATION.All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: 570000009368 LOC#: A ADDITIONAL REMARKS SCHEDULE Page _ of _ AGENCY NAMEDINSURED Aon Risk services central , Inc. Accenture Infrastructure POLICY NUMBER see certificate Number: 570120069865 CARRIER NAIC CODE see certificate Number: 570120069865 EFFECTIVE DATE: ADDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: ACORD 25 FORM TITLE: Certificate of Liability Insurance Additional coverage General Liability policy below is the conduit connecting policy 8018369816 to policy BE063865653 through a difference in condition endorsement. Policy #: GL0937619222 carrier: Zurich American Insurance company Term: 11/15/2025 - 11/15/2026 Limits: Each occurance: $2,000,000 Damage to Rented Premise: $300,000 Med Exp: $10,000 Personal & Adv Ingury: $2,000,000 General Aggregate: $20,000,000 Products - Comp/op Agg: $4,000,000 Auto Liability policy below is the conduit connecting policy 8018367435 to policy BE063865653 through an Exclusion, Excess coverage Hazards otherwise Insured endorsement. Policy #: BAP 9376191 22 carrier: Zurich American Insurance company Term: 11/15/2025 - 11/15/2026 Limit: $5,000,000 ACORD 101(2008/01) ©2008 ACORD CORPORATION.All rights reserved. The ACORD name and logo are registered marks of ACORD Muro, Charlene From: Chandler, Brandon Sent: Tuesday, March 10, 2026 4:04 PM To: Muro, Charlene Cc: Nguyen, Tu Tran Subject: RE: Request for COI Review Hi Charlene, Yes I agree. We can waive the WOS for the professional liability coverage. Thank you. Brandon Chandler I Risk Manager City of Santa Ana - Human Resources Department 20 Civic Center Plaza I Santa Ana, CA 92701 Office: 714-647-5472 1 Work Mobile: 714-451-6620 4 ♦ l • Email: bchandler(u)santa-ana.orq I santa-ana.org/human-resources Linkedln I nstagram City Hall hours are 8 a.m. to 5 p.m. Monday through Thursday, and 8:00 a.m. to 5:00 p.m. every other Friday. , for a list of observed holidays and Friday closure dates. The mySantaAna mobile app puts the power of the Santa Ana city government in the palm of your hand! The free app allows residents to quickly and easily report issues to the City, access City services, and find news and events. It is available to download from the Apple App Store and on Google Play. Click here to report an issue directly from the City website. From: RMD <rmd@santa-ana.org> Sent:Tuesday, March 10, 2026 8:20 AM To: Chandler, Brandon <bchandler@santa-ana.org> Subject: FW: Request for COI Review Good morning Brandon, This is the COI request that I had a question on yesterday. I wanted to ask if it acceptable to approve this COI request without the waiver of Subrogation for the Professional Liability coverage. I have attached the agreement, which shows the scope of business. I also attached the email exchange for the COI request. Thank you for your guidance on this matter. Best regards, 1