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OVERLAND, PACIFIC & CUTLER (4) - 2015
MVIV9VTMAlw, 1 CLERK OF COUNCIL -3 A CONSULTANT AGREEMENT CITY OF SANTA ANA A-2016-165 THIS AGREEMENT is made and entered into this 5ts flay of August, 2015 by and between Overland, Pacific and Cutler, Incorporated, (hereinafter "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 (hereinafter "City"), RECITALS A. The City desires to retahl a consultant having special skill and knowledge in the field of Property Management Services. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform those services as set forth in Exhibit A to this Agreement. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit B. The total sum to be expended under this Agreement shall not exceed $200,000 during the term of this Agreement. b. Payment by City shall be made within thirty (30) 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 Scope of Work, which may reasonably be expected by City. 3. TERM This Agreement shall commmeuce on the date first written above and terminate on August 5, 2018, unndess terminated earlier in accordance with Section 15, below. The term of this Agreement pray be extended upon a writing executed by the City Manager and the City Attorney. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. S. OWNERSI3IP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. C. Worker's Compensation Insurance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. (iii) Certificates and policies shall state that the policies shall not be cancelled or reduced in coverage or changed in any other material aspect, by consultant, without thirty (30) days prior written notice to the City. (iv) Consultant shall supply City with a fully executed additional insured endorsement. f. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such tennination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, ,just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special cormsel 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, recldessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement, Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any 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. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified in Certifications, Exhibit C, attached hereto and incorporated in this Agreement by reference. 12. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed, by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City, 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations and as further specified in Certifications, Exhibit C, attached hereto and incorporated in this Agreement by reference. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. MISCELLANEOUS PROVISIONS a. Additional provisions, if any are identified as Additional Provisions, Exhibit D, attached hereto and incorporated into this Agreement by reference. b. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: '-� lktA -D' / � Marra D. Huizar Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: Jose?.nt ova AssiCityAttorne CITY ff OF SANTA ANA I DavidliNvazos City Manager CONSUL Mark La Bonte, Vice Tax ID # 05 ^' Inc. EXHIBIT A SCOPE OF SERVICES June 9, 2015 Mr. Kenny Nguyen City of Santa Ana Public Works Agency 20 Civic Center Plaza; 3rd Floor Reception, Ross Annex Santa Ana, CA 92701 Re: RFP No. 15-043 Property Management Services Dear Mr. Nguyen Overland, Pacific & Cutler (OPC) understands the City of Santa Ana Is seeking professional consulting firms to provide right of way and related services on an as -needed basis. We are pleased to submit this proposal to provide Property Management Services. OPC is a California Corporation that has specialized in providing real estate services to government agencies since 1980. We are prepared to provide the City of Santa Ana with a qualified team out of our Irvine office that will successfully execute your projects. OPC has worked with the City of Santa Ana for almost 15 years, and have provided property management services on the Bristol Street Widening Project and the Grand Avenue Widening. We are excited about the opportunity of working with the City again. On behalf of Overland, Pacific & Cutler, Inc., I would like to thank you for giving us the opportunity to submit this proposal to provide property management services to the City of Santa Ana. I will act as the Principal -in -Charge and the Point of Contact for the city. I can be reached in the Irvine office at 949.951.5263, or contacted via email at miabontegoocservices.com. We are committed to the City and we would be proud to be a part of your future projects. Sincerely, Overland, Pacific & Cutler, Inc. Mark La Bonte, SR/WA Program Manager/Principal RFP No. 15-043 Property Management Services 1. Statement of Qualifications b. Agreement Statement OPC has reviewed the Agreement and we request no exceptions. c. Understanding of Needs/Requirements The information below Includes the typical scope of services and a general outline describing our understanding of the needs and requirements of providing Property Management Services, A. Property Management Responsibilities Office and field staff will be sufficient to perform property management services in a competent and timely manner. Property management services will include, but not be limited to the following minimum requirements and services: 1. OPC will provide a 24-hour, 7 day a week emergency toll-free telephone number for Project tenants and others to call. 2. OPC will collect rent from tenants pursuant to existing rent statements and lease agreements, or those to be created and executed on behalf of the Client. Rents will be deposited Into a bank account or delivered to the Client within 3 days of receipt. 3. OPC will notify tenants in writing of delinquent accounts, send out delinquent rent notices, and forward copies to the Client if requested. 4. OPC will adhere to a "No Re -Rent" policy for relocation projects which stipulates that vacated units will not be made available for re -occupancy. 5. OPC will provide marketing and leasing services for longer term tenancy projects which require the re-leasing of vacant units. These services Include the placement of advertisements, responding to potential tenant inquiries, showing vacant units, and lease negotiations. OPC will conduct new market surveys to determine appropriate rental rates. 6. OPC will Issue an itemized monthly invoice to the Client for the prior month's services, fees, and charges. Such monthly invoices will be approved by the Client, and upon approval deducted from the amount of rents collected or paid directly by the Client. 7. OPC will establish, on behalf of a Client, a non-interest bearing operating checking account for the payment of expenses incidental to the Project. OPC's designated principals will retain signatory authority on the bank account. OPC will provide monthly reconciliations and reports of all deposits to and drafts from the account and, if necessary, request new funds to maintain an appropriate operating reserve. The operating reserve In this account should be at least $5,000 to avoid the payment of bank fees. 8. OPC will maintain a log of any and all information received that a tenant will be vacating or has vacated any Project unit, and will provide this to the Client an a regular basis. 9. OPC will notify the Client in writing, and also the appropriate law enforcement authorities, In the event of any Injuries, damages, illegal entry, illegal occupancy, or disturbances at any Project unit. IA II NO A C J[ C B RFP No. 15-043 Property Management Services 10. OPC will assist the Client and Client's Attorney when eviction becomes necessary. OPC will consult with the attorney and prepare recommendations regarding evictions and other corrective actions. The Client's attorney or appropriate legal counsel though, will assume the lead role in all eviction proceedings. 11. OPC will inform the Client and make recommendations when the Project is not in compliance with laws and ordinances, or when standard practices cannot be Implemented for property management activities. 12. OPC will serve as a liaison between Project occupants and the Client, including verbal communication in Spanish if needed, 13. OPC will perform a pre and post close of escrow walk-through of the Project to help ensure the priorowner(s) have compiled with the terms of their escrow. 14. OPC will regularly perform Project Inspections to determine if there are illegal occupants (squatters), or if there is any visually apparent (i.e., noticeable without the need for extensive investigation) material damage to the Project. 15. OPC will obtain and maintain, throughout the contract term, insurance coverage required by the Client. B. Property Maintenance OPC will provide maintenance services as described below. Maintenance responsibilities will include, but not be limited to the following: 1. OPC will direct Immediate corrections/repairs of Project safety violations or unsafe conditions. 2. OPC will provide a written report with pictures Indicating any unusual corrective action that is needed to maintain or repair the Project.. 3. OPC will provide a vendor/sub-consultant fee schedule for preventative maintenance, anticipated repairs, etc. when requested. Records will be kept of any maintenance or repairs completed. 4. OPC will contract with and oversee vendors for landscape maintenance, weed abatement, board -up, and debris and graffiti removal services. 5. OPC will contract with and oversee vendors for services such as plumbing, pest control, waste removal, janitorial, handyman, and electrical repairs, or as required. 6. OPC will respond to "Work Requests" and "Tenant Complaints". Initial response will be within 24 hours of receipt of a Work Request or Tenant Complaint. If the situation cannot be resolved within 24 hours, OPC will contact the tenant and Client, if requested, to provide an estimated resolution date. 7. OPC will be responsible to oversee the removal of abandoned personal property within the Project. 8. OPC will contract with and oversee vendors for demolition, site clearance, and temporary fencing services at an extra cost if required. C. Reporting Requirements OPC will input and maintain current data and provide reports as described below. OPC agrees to utilize automated tracking and a regularly updated software system. Reports to Client will include, but not be limited to the following: 1. OPC will maintain accurate accounting for all current and past Project tenants. Page 6 RFP No. 15-043 Property Management Services 2. OPG will provide, each month and at the end of tenancy, a rent payment history. Reconciliations of this will summarize payment history, delinquent rent payments, late fees, and deposits. 3, OPC will provide, on a regular basis, a vacancy report Indicating all vacant units and the dates they were inspected by OPC staff. 4. OPC will provide, each month, a report detailing amounts expended for utilities and other expenses. 5. OPC will provide, each month, copies of work orders indicating repairs made, when, and where if requested. 6. OPC will submit an aocidentlincident report within two business days of occurrence of any accident, injury, or incident causing significant property damage or illegal entry at the Project. 7, OPC will provide the following accounting reports each month: • Income Statement (MTD and YTD) • Balance Sheet • General Ledgers showing all transactions during the month • Accounts Receivable Report • Accounts Payable Report • Check Registers • Bank Statements Anticipated Approach Property Management In general, our property management services fall under the following four categories: Lease Agreements. OPC will provide our own lease agreements or use those provided by the City for all new and carry-over tenants. Lease agreements will be fully executed, with originals kept on file with terms regularly reviewed and enforced to help protect the City. Marketing and Leasing. OPC will conduct market surveys and provide results to the City with recommendations. Decisions will be made to continue renting to current tenants, re -rent vacant properties where appropriate, or adhere to a "no re -rent" policy for relocation projects where vacated units will not be made available for re -occupancy, whatever Is most advantageous to the Clty. Accounting, OPC will establish an expense account on behalf of the City, collect rents, deposits and other income, pay vendor invoices, utility bilis, refunds, and other expenses, maintain records per generally accepted accounting practices, and provide regular reporting to the City for complete transparency. Property Monitoring, Maintenance, and Repairs. OPC will secure properties, regularly monitor them for Illegal activity, and perform or arrange for required maintenance and repairs to help protect the City's assets. Page 6 RFP No. 15-043 Property Management Services Tasks Necessary For Successful Completion of Scope The following outlines the sequential activities required to provide Property Management Services. Special Concerns We will continue our working relationship with the City, providing regular lines of communication to resolve any special Issues and report on problems in need of immediate resolution. In regard to property management, we closely monitor projects to help protect the assets from Illegal dumping, occupancy, and vandalism. OPC provides the repairs and maintenance necessary to help ensure safe access Into properties owned by the City, and to emergency personnel, or others legally permitted to enter. We provide proactive approaches to emergencies and special project issues by reviewing project areas to determine possible risks, and by establishing a plan to manage these risks. Page 7 RFP No. 15-049 Property Management Services d. Firm and Team Experience Profile of OPC's Experience Overland, Pacific & Cutler (OPC) was established as a California Corporation in 1980 to provide professional services for clients with projects involving property management, right of way program management, land and right of way acquisition, feasibility analysis, real estate appraisal, appraisal review, relocation planning and implementation, and utility coordination. Our firm was created to perform these services for transportation, development, public works, housing, community development, school districts, energy, and utilities. Local, regional, state, and federal agencies call upon OPC to provide on-call and project based real estate services for their most challenging assignments. OPC's Property Management services include maintenance, landscaping, and debris removal, as well as leasing and marketing, rent collection and reporting, account reconciliation, property Inspections, 2417 emergency response, in-house crews, security and board -up, handyman repairs, weed abatement, graffiti removal, and demolition coordination. We are the best suited firm to support the City of Santa Ana's property management goals, We are equipped to continue to provide excellent property management services on City of Santa Ana's future assignments, Project Team and Resumes The following section outlines the proposed team, including the (approximate) percentage of time each team member will devote to the project. Project ManagementlPirpJect-Initiation ` Percentage of time b) be devoted to projebt, Mark La Bonte, SR/WA Principal -in -Charge 10% Program Manager" Daniela Borbe, Property Manager' Project Manager/Property 50% Resumes for the key team members are included on the following pages, Page 8 Management Supervisor Karen Christie Registered Property Manager 50% Cameron Holloman Project Support 85% Miguel Murriilo Project Support 85% In -House Property Services Team Property Services Crew 85% In -House Accounting/Finance Accounting, Billing, etc. As Needed 'Key Team Members Resumes for the key team members are included on the following pages, Page 8 ANALYSIS am m OPC PROPERTY MANAGEMENT PROPERTY MANAGEMENT/SERVICES FLOW CHART AND T You created this PDF from an application that is not licensed to print to novaPDF printer (http://www.novapdf.com) TITLE LIST OPC PROPERTY MANAGEMENT VENDOR ESTABLISHMENT! COORDINATION FLOW CHART ML! FOIt GihN! io rnwuu { K COIPA QroJf AM WI M COMPIEiiJM � � ws m 55u[ ruP 0 PAID M M6 w 1 U55110.N S2S�M M1MXR PRE-AGPAOYOL FXWI Lf&Nr. B�CRUP L1CCu61Qt/AiN.V xu1 6E SLPPUED i0 N90i 1&IX! CON%:EIION OF M0.IX RESPONS7 UTIESLEGEND OVERLAND PACIFIC, AND CUUR, WC.EM PROPERTY WMACE W WRX 1 d WNER, SUOE 200 OMNE CA 92618 ' ;1WO 49 451-62 PROPERiP S€41dCES FppN/=UW You created this PDF from an application that is not licensed to print to novaPDF printer (http://www.novapdf.co[n) MAMAGF/AtMM4R1' N�mnr drtxr Fnkte+€rtu5cr(avcES P� TQC awxo a wwac m m ISSME NR VENDOR COMPLETION OF WORK UPB11E PPUPORY MAN�bEMINr OMR! SHEET2OF2 FEE PROPOSAL Local Assistance Procedures Manual Pto-H Samplea Cost ost Prroposal Emnyr 10-11 Cosy PROPOSAL SPECIFIC RATE OF COVENSATION (USE FOR ON-CALL ORAS NEEDED CONTRACTS) (CON SIRUCTIONENGINEII G- AND JN8=1 ON CONTRACr'S) Consultant or Subconsultant: Overland Pacific & Cutler Inc ConiractNo.: On -Cali Date: 46/02!2015 Fringe Benefit 42.3% + Overhead 117.7% General Administration 0% = Combined Indirect Cost Rate (ICR)160% (=0% if Included in OH) (-0% iflTteludedinOH) FE13%= 10% rAT rrrr.ATTON7NFORMAT1ON ns E:i,uy u .e.cYi Name/Job Title/Classification' viux� uvi. Hourly Billing Ratesz Straight OT(I.Sx) OT(2x) - Effective date of hourly rate From TO Actual or Avg. hourly rate' % or $ increase hourly range - for classifications only blarkLaBonte:i'riucipalmCharge $226.88 $340.33 $453.77 01101/2015 12812015 $79.53 3.06/o NrnApp&cable Daniela Borbe:Project Manager $118.52 $177.78 $217.04 0110112015 12131.12015 $41.44 3.00/0 Karen Christie: ProportyManager $89.06 $133.59 $178.12 01/0112015 12/31/2015 Cameron Holloman: Project Support $60.06 $90.09 $120.72 07/01/2015 12!37!2015 $21.00 3.0% NotApplicahle Miguel Mumllo: Projeel Support $60.06 590.09 $120.12 01101/2015 1213112015 $21.00 3.Q% FzeddieCollazo-LYewLeader $44.33 $66.50 $88.66 01/01/2015 12/312015 $1550 3.0% NetAppficable Toro Gutierrez -Crew Member $37.18 $55.77 $74.36 01101,2015 12131/2015 $13.00 3.0°/a Jose Govea-Crew Member $3432 $51AS $68.64 01@2@015 1213V2015 $12.00 3.0% _ ladanian Noble -Crete Member - $28.89 $4333 $57.77 1 011072015 1261/2015 $10.10 3.0% firm. 1. Names mut ciassmcanons or consumun kxey -J - - - --- -.......- -I-- --- --- _ - 2. Billing Tate - actual hourly rate * (1+ ICR) x (1+ Fee). Agreed upon billing rates are not adjustable £or tite term of contract 3. For named employees enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for drat classification. NOTES: Denote aA emptyees mbjmtm p$c' .-wge with-saW-As(°) Fm'Odsm Direct Cosf listing, sec page 2 ofth-n Exlnbit LPP 15-01 Page 1 of 5 Jaunarp 14, 2015 Local Assistance Procedures Manual EXTIMIT 10-H Sample Cost Proposal EXFIiBIT 10-H SAIFIPLE CosT PRoros_AL (EXAMPLE #2) Page2 oft SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS -NEEDED CONTRACTS) (CONSTRUCT TONENGMEERING AND INSP=ONCONF12ACT8) Consultant or Subconsultant Overland. Pacific & Cutler, Inc, Contract No. On -Call Bate 6-2-2015 LMPORTANTNOTES: 1. List direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate doeomeoimfions. 2. Proposed items should be consistently billed directly to all clients (Commercial entities, Federal Govt., State Govt, and Local Govt Agency), and not just when The client will pay £or them as a direct cost 3. Items when incurred for the sane propose, in like circumstance, should not be included in any indirect cost pool or in the overhead rake 4. Items such as special tooling, will be reimbursed at actual cast with supporting documentation (invoice). 5. Items listed above that would be considered "tools of the made" are not rehnbirmble as other direct cost 6. Travel related costs shenld be preapproved by the contacting agency. 7. If mileage is claimed, The rate should be property supported by the com mhanPs calculation of their ached costs for company vehicles. In addition, the rules claimed should be supported by nAcage logs. S. If a consultant proposes rental costs for a vehicle, the company mist demonstrate that this is their standard procedure for all of their contracts and thatibey do not own any vehicles that could be used for the same purpose. Page I of 5 LPP 15-01 January 14, 2015 SCHEDULE OF OTHER DIRECT COST ITEMS PPdMS CONSULTANT SUBCONSULTAYr 91 SUBCONSULTANT x2 DESCRUMON OF UNrf UNIT ITEMS COST f TOTAL DESCRIPTION OF UNIT U?IRT TOTAL ITEMS COST DESCRIPTION OF UNIT UNIT : TOTAL YIEMIS COST Admin Special Tooling Special Tooling A_ Marl Services ctnal A. A. B. Tula Reports dual B. B. C. C. C. Travel Travel Travel A. Mileage &ctual A- A. 14-7 Accommodat ons cruel B. B. c. C. C, PRIME'TOTAL ODCs = I SUBCONSULTANT 91 ODCs = SUBCONSULTANT n2 C = LMPORTANTNOTES: 1. List direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate doeomeoimfions. 2. Proposed items should be consistently billed directly to all clients (Commercial entities, Federal Govt., State Govt, and Local Govt Agency), and not just when The client will pay £or them as a direct cost 3. Items when incurred for the sane propose, in like circumstance, should not be included in any indirect cost pool or in the overhead rake 4. Items such as special tooling, will be reimbursed at actual cast with supporting documentation (invoice). 5. Items listed above that would be considered "tools of the made" are not rehnbirmble as other direct cost 6. Travel related costs shenld be preapproved by the contacting agency. 7. If mileage is claimed, The rate should be property supported by the com mhanPs calculation of their ached costs for company vehicles. In addition, the rules claimed should be supported by nAcage logs. S. If a consultant proposes rental costs for a vehicle, the company mist demonstrate that this is their standard procedure for all of their contracts and thatibey do not own any vehicles that could be used for the same purpose. Page I of 5 LPP 15-01 January 14, 2015 EXHIBIT C CERTIFICATI®NS APPENDIX ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PROPERTY MANAGEMENT SERVICES RFP NO.: I5-043 NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid Is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, father, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged Information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal, Signing this Proposal on the signature portion thereof shalt also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a false certification may subj,�cWcertifier to criminal prosecution. Signed State of California County of _ Subscribed and sworn to (or affirmed) before me on this _ day of , 20_, by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. See ai4ae64 Notary Public Signature Notary Public Seal City of Santa Ana RFP 15-043 Page 20 m A notary public or other officer completing this certificate verifies only the Identity of the Individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California Countyof O a.uete l Subscribed and sworn to (or affirmed) before me on this 2MQ day of 4A 20j5- by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. O.IAA Ile Signature (seal) DESCRIPTION OF THE ATTACHED DOCUMENT „ t A -ed,11 181IVa—Aa�tC 04 (/T�IOe orpp{{ d�e�scppdption of attached document) I (Titre or de cription of attached document Number ofPagm —L Document Date 6 & Li. - Additional Information 2015 Version wvvw.NotaryCessos.com 800-8739965 OANIELA BORBB Oo'm'm, f 2054539 N 8 NOTARY NluO.CALIEORNU N o"NCE COUNTY oi s' MY comm, tire. JAN. 01, 2018 INSTRUCTIONS The wording of all Jurats completed N California after January 1, 2015 must be In the form as set Podh within this Jurat Them are no ezceplions. Ile Jurat to be completed does not follow This form, the notarymustcomect the verbiage by using ajumn Stamp codfeiningthe correct wording or attaching a separate jurat form such as this one with does contain the proper wording. In addition, The notary must require an 0891 0( affirmation from the document signor regarding the truthfulness of the contents of tho document. The document must be signed AFTER me oath oraffrmallon. If die document was previousty signed,Ttmustbe re-signedln front of the nolarypublle during tholurat process. • State and county Information must be the state and county where the document signer(s) personally appeared before thenotary public. • Date of notarization must be the date the signer(s) personally appeared which must also be the some date the jurat process is completed. • Print the name(s) of the document signer(s) who personally appear at the time of notarization. • Signature of the notary public must match the signature on file with the office of the county clerk. • The notary seal impression must be clear and photographically reproducible, Impression must not cover text or Innes. If seal Impression smudges, re -seal if a sufficient area permits, otherwise complete a different jurat form. Additional Information Is not required but could help to ensure this jurat Is not misused or attached to a different document. .Indicate title or type of attached document, number of pages and date. • Securely attach this document to the signed document with a staple. APPENDIX ATTACHMENT 3-22: NON -LOBBYING CERTIFICATION CERTIFICATIONS CITY OF SANTA ANA RE, QUEST FOR PROPOSALS FOR PROPERTY MANAGEMENT SERVICES RFP NO.: 1.5-043 The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the malting of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. if any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for malting or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Overland, Pacific & Cutler, Inc. Signed and Printed Name: Mark La Bonte, SRM/A Title Program Manager/Principal Date 6/8/2015 City of Santa Ana RFP 15-043 Page 21 APPENDIX ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PROPERTY MANAGEMENT SERVICES RFP NO.: 15-043 The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to; the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, City of Santa Ana RFP 15-043 Page 22 regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Contractor becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States, 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the pena 'e ' posed for a violation of the Chapter. 0�7 Signed: Title: Program Manager/Principal Film: Overland, Pacific & Cutler, Inc. Date: 6/8/2015 City of Santa Ana RFP 15-043 Page 23 EXHIBIT D ADDITIONAL, PROVISIONS Local Assistance Procedures Manua] EXHIBIT 10 -IC Consultant Certification of Contract Costs and Financial Management System EXHIBIT 10-K CONSULTANT CERTIFICATION OF CONTRACT COSTS AND FINANCIAL MANAGEMENT SYSTEM (Note: If requesting to utilize the Safe Harhor Indirect Cost Rate submit Attachment I of DLA -OB 13-07- Safe Harbor In direct Cost Rate for Consultant Contracts found athttp:llwww.dot. cagovlhglIocalPrograms1DLA OB/DLA-OB. h tin in lieu ofthisform.) Certification of Final Indirect Costs: Consultant Finn Name: Overland, Pacific & Cutler, Inc. 01/01/2013 - Indirect Cost Rate: 160% *for fiscal period 12131/2013 (mm/dd/yyyy to mm/dd/yyyy) *Fiscal period covered for Indirect Cost Rate developed (not the contract period). Local Government: City of Santa Ana Contract Number: On -Call Project Number: 15-044 1, the undersigned, certify that I have reviewed the proposal to establish final indirect cost rates for the fiscal period as specified above and to the best of my knowledge and belief: 1. All costs included in this proposal to establish final Indirect Cost Rates are allowable in accordance with the cost principles of the Federal Acquisition Regulations (FAR) of Title 48, Code of Federal Regulations (CFR), Part 31. 2. This proposal does not include any costs which are expressly unallowable under the cost principles of the FAR of 48 CFR, Part 31. All known material transactions or events that have occurred affecting the firm's ownership, organization, and Indirect Cost Rates have been disclosed as of the date of proposal preparation noted above. Certification of Financial Management System: 1, the undersigned, certify to the best of my knowledge and belief that our Financial Management System meets the standards for financial reporting, accounting records, internal and budget control as set forth in the FAR. of Title 49, CFR, Part 18.20 to the extent applicable to Consultant. Certification of Dollar Amount for all A&E Contracts: I, the undersigned, certify that the approximate dollar amount of all A&F', contra ots awarded by Caltrans or a California local agency to this firm within the last three (3) calendar years for all State DOT and Local Agencies is $19,045,6$9 and the number of states in which the firm does business is 3 Certification of Direct Costas: I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are reasonable, allowable and allocable to the contract in accordance with the cost principles of the FAR of Title 48, CFR, Part 31. Allowable direct costs to a Government contract shall be: page I of 2 LPP 15-01 January 14,2015 Local Assistance Procedures Manual EXHIBIT 10-11, Consultant Certification of Contract Costs and Financial Management System 1. Compliant with Generally Accepted Accounting Principles (GAAP) and standards promulgated by the Cost Accounting Standards Board (when applicable). 2. Compliant with the terms of the contract and is incurred specifically for tho contract. 3. Not prohibited by 23 CFR, Chapter 1, Part 172 — Administration of Engineering and Design Related Service Contracts to the extent requirements are applicable to Consultant. All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files, Subeonsultants (if applicable) Proposed Contract Amount (or amount not to exceed if on-call contract): $ Prime Consultants (if applicable) 200,000 Proposed Total Contract Amount (or amount not to exceed if on-call contract): $ _.� Prime, list all subconsultants and proposed subcontract dollar amounts (attach additional page if necessary) Consultant Certifying (Print Name and Title): Name: Mark La Bente Title: Program Manager/Principal Consultant Certification Signature **: Date of Certification (mm/dd/yyyy): 06/08/2015 Consultant Contact Information: 73mail: miabonte@opcservices.com Phone number: 949.951.5263 **An individual executive or financial officer of the consultant's organization at a level no lower than a Vice President or Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the Induect Cost Rate proposal submitted hi conjunction with the contract. Note: Per 23 USC. 112(b)(2)(B), Subconsultants most comply with the FAR Cost Principles contained in 48 CFR, Part 31, 23 CFR Part 172.3 Defanidons state; Consultant means the indirldual orfuan providing engineering and design related services as a party to the contract Therefore, subconsultxmis as parties of a contract most complete a cerlideaslon andsend originals to A&I and keep copies in Locat Agency Project Files, Distribution: ))Original to Caltrans Audits and htves(igations 2) Retained in Local Agency Project Files Page 2 of 2 LPP 15-01 January 14,2015 Local Assistance Procedures Manual EXHIBIT 10.01 Consultant Proposal DBE Commitment EXHIBIT 10-01. CONSULTANT PROPOSAL DBP COMMITMENT (Inclusive of all DBEs listedat bid proposal. Refer to instructions on Oto reverse side of this form) >�onsullanE ttr Calnplete 1115s �tictltm 1. Local Agency Name: City of Santa Ana 2. Project Location: Santa Ana, CA 3. Project Description: On -Call Real Property Services 4. Consultant Name: Overland, Pacific& Cutler, Inc. 5. Contract DBE Goal %: 4 DBE Commitment Information 6. Description of Services to be Provided 7, DBE Fine Cumliothfimantion 8. DBE Cert. Number 9. DEE % 0 L077Ag'euey'toCom tetetids'.section t9.Total . °Jo " I6, I.ocal Agency Contract Number, 17. Federal -aid Project Number: ... 18. Proposal Contract Execution Date: Local. Agency certifies that all DBF., certifications are valid and the information on this form is complete and accurate: " Yt. PYepa e a Marls La Bonte, SR/WA 12. Preparer's Name (Print) Program Manager/Principal Y3.Preparer TTitle 8!8!2015 949.951.5263 Ia; Dnte 15. (Area Code) Tet. No. 19. local Ageooy Ropreseatative Nunn (Print) 20: C.rn:x`( Agency Representative Signature 2Y. Date 22. Local Agency Representative Title 23. (Area Code) Tel. No. Distribution; (1) Original— Consultant submits to local agency with proposal (2) Copy— Local Agency files Page 1 of 2 LPP 13-01 May 8, 2013 Local Assistance Procedures Manual EXHI&IT 10-H Sample Cost Proposal EXffi917 10-13 COST PROPOSAL SPECIFIC RATE OF COWENSATION(USE FOR ON -GALL OR ASNEEDr CONTRACTS) (CONSTRUCTION ENGIN MZDTG AND INSPECTION CONTRACTS) Consultant o.. Subconsaltaot: Overland Pacific & Cutler. Inc. __ ContractNo.: On -Call Date: 06/0212015 Fringe Benefit 42.3% + Overhead 117.7% + General Administration 0% = Combined Indirect Cost Rate (ICR)160% (= 0% if lnclnded in OH) (= 09% if included in OH) FEE °/n = 10% err! r.rn_TAMIIl AXAr T VMS-, 1A 1t ! 17L[ • : i. c 9 t Name/Job Titla/Classiftcatim' Hourly Billing Ratce Effective date of hourly rate Actual or Av& % or $ Houdy range - Straight OT(1.5x) OT(2x) From To hourly Tate3 increase for classifications only Mimic LaBonte: Principal in Charge $340.33 $453.77 01/01/2015 I251P2015 $79.33 3.0% NotApplicable Daniels,Borbe:ProjectManager $177.78 $237.04 01101/2015 12;3112015 $41.44 3.0% Kmen Christie: Manager $133.59 $178.12 01101/2015 12512015 Cameron Holloman: Project Support J$2226.88 $90.09 $120.12 01101/2015 121;112015 $21.00 3.0% NotApplicable Miguel191=To: Project Support $90.09 $120.12 01101/2015 12131!2015 $21.00 10%FreddieCollazo-Crew Leader $66.50 $88.66 01/0112015 1?/31/2015 $15.50 3.0% NotApplicable Jorge Gutierrez -Crew Member 555.77 574.36 01/012015 12/3112015$13.00 30%JoseGovea-Crew Member $51.48 $68.64 0110MO15 12!312015 $12.00 3.0% LadanianNoble -Crew Member $28.84 $43.33 $57.77 01101/2015 12131/2015 $10.10 3.0% I. Names and classification of ocasaitant (icey Sranj Team memners must Oe nswu. rwv,uc Avva w m.aou .,.. Piu.... r:...E ------ 2. .----v2. Biilingrate = actual hourly mt. * (1+ ICR) * (1+ Fee). Agreed upon billing rates arenot adjustable for the term of contract 3. For named employees enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classl&caiion. NOTES: Denote all empleyees sablstto prevailing wage with mm asterisks (*) • For"OtherD;iect CosP'listing, See Paget oTthis Eahcbit -_... Page -1of5 LPP 15-01 January 14, 2015 Local Assistance Procedures Manual ExaTBIT 10-H Sample Cost Proposal x i B lilt -H SA11•SYLE COST PROPOSAL(+Ex-AwLE 42) rage 2 oft ZATEOF COMPENSATION (TISE MR ON-CALL OR AS -NEEDED CONTRACTS) (CON STRUCTION ENTGWEERING AND IN SPE MON CONTRACTS) Consultarri or Subconsultant Overland. Pacific & Coder Inc. Contract No. On -Call Date 6-2-2015 IMPORTANT NOTES: 1. List direct cost items with estimated costs- These costs should be competitive in #heir respective industries and sapportrd with appropriate documentations- 2- ocumentations2_ Proposed items should be consistently billed directly to all clients (Commercial cronies, Fedeml Govt, Starz Govt, and Local Cove Agency), and not just when the clientwill pay £or them as a direct cost 3_ Items when incurred far the same purpose, in like circumstance, should not be included in my and met cost pool or in the averhead rale. 4. Items such as special tooling, will be reimbursed at actual cost with supporting docameniation (invoice). 5. Items listed above that would be considered "tools afihe trach" are not reimbursable as other direct cost. 5. Travel related costs should be me -approved by the contracting agency. 7. L mileage is eld+mred, the rate should be properly suppoded by the mranhaefs calculation ofther actual costs for company vehicles. in addition, the miles claimed shooldbe supported bymileage logs. 8. Tf a consultant proposes rental costs for a vehicle, the company must demonstrate that this is tbeir standard procedure for all of dreir coubacts and that they do not own my vehicles that could be used for the same purpose_ Page I of 5 LPp 15-01 January 14, 2015 SCHEDULE OF OTHER DIRECT COST ITEEMS PRIME CONSULTANT SUBCONSULTANT 91 SUBCONSULTANT 42 DESCRIPTION OF UNIT UNTO ITEMS COST I TOTAL DESCRIPTION OF UNIT iTJIT I TOTAL ITEMS COST DESCRIPTION OF UNIT UNIT TOTAL ITEMS COST i I Admin Special Tooling Special Tooling A Mail Services Actual A A- B. TitlieReports—Actual B. { B_ i C. i C. C Travel Travel Travel A Mileage Actual A. A- B. Accomatodatioms Actual B. B• C. C. C. [ r PRIME TOTAL ODCs = I SUBCONSULTANT 41 ODCs = SUBCONSULTANT 42 ODCs = 1 IMPORTANT NOTES: 1. List direct cost items with estimated costs- These costs should be competitive in #heir respective industries and sapportrd with appropriate documentations- 2- ocumentations2_ Proposed items should be consistently billed directly to all clients (Commercial cronies, Fedeml Govt, Starz Govt, and Local Cove Agency), and not just when the clientwill pay £or them as a direct cost 3_ Items when incurred far the same purpose, in like circumstance, should not be included in my and met cost pool or in the averhead rale. 4. Items such as special tooling, will be reimbursed at actual cost with supporting docameniation (invoice). 5. Items listed above that would be considered "tools afihe trach" are not reimbursable as other direct cost. 5. Travel related costs should be me -approved by the contracting agency. 7. L mileage is eld+mred, the rate should be properly suppoded by the mranhaefs calculation ofther actual costs for company vehicles. in addition, the miles claimed shooldbe supported bymileage logs. 8. Tf a consultant proposes rental costs for a vehicle, the company must demonstrate that this is tbeir standard procedure for all of dreir coubacts and that they do not own my vehicles that could be used for the same purpose_ Page I of 5 LPp 15-01 January 14, 2015 1 6 AC C>R"" b CERTIFICATE OF LIABILITY INSURANCE DATE Ifs MY00,IYYYYy 1 Oi2/2015 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 pohcy(ies) must be endorsed. If SUBROGATION IS WAlVED, subject to the terms and conditions of the policy, certain policies may require an endorsement, A staternent on this certificate does Inot confer rights to, the certificate holder in lieu of such endorsement(s). PRODUCER Venbrook Insurance Services CA Lic OD80832 6320 Canoga Avenue, 12th Floor Woodland Hills, CA 91367 CONTACT NAME PHONE FAX (AM � NQ, Ems: NDI: 818,-598-8910 E-MAIL ADDRESS' ..... ........ INSURER(SV AFFORDING COVERAGE NANO; 0 COMMERCIAL GENERAL LIABILITY INSURER A Hartford Accident and ldt.rnnify Coni.aDy 22357 wws,,,.venbrock.coal INSURED Overland Pacific & Cutler Inc. INSURER E Hartford Fire Insurance CoLnp- 1 "19682 INSURER C Hartford CaSualt�.12s_urance C2m any 29424 3750 Sdiaufele AvellUe, INSURER ID Sentinel Insurance Company, Limited 11000 Suite '150 Long Beach CA 90808 INSURER E Twin City Fire Ins uranre Company 29459 INSURERF: Western World Insurance Company 13'196 =1111 a I a rovilli 111MMUS .1tinLififln THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PEMOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMEN"r WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, 'THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 6 SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSIR LTR TYPE TYPE OF INSURANCE ADDLSUBR RTSD WVD POLICY NUMBER POLICY EFF (MWDD1YYYYj POLICY EXP (MMiDD/YYYYj LIMITS A COMMERCIAL GENERAL LIABILITY ✓ 721JUNTR7859 611/201$ 6/1/2016 EACH OCCURRENCE CLAIMS -MADE OCCUR —IDAMAG TLL -'D E , E�� 3 IREIIe 300,000 V MED EXP (Any one ppr5w) 3 10,000 $10,000 BI&PD Ded. & ADV INJURY S 1,000,000 Per ClaimPERSONAL .......... GENERAL AGGRLGATF 5 2,000,000 GFN'L AGGREGATE LIMIT APPLIES PER POLICY [7 J,E,(,- ED LOC ,T PRODUCTS - COMP�01` AGG 5 2,00'O',000 [ETnc Ben. Liab. Occ. S 1,000,'000 OTHER: B AUTOMOBILE LIABILITY 72UUNTR7859 6/1/2015 6/1 /2016 COMBINED SINGLE IT0,1111 I fEa acdchrt) 1,000.000 BODILY INJURY (Per pefsm A iTo �t L OV �`NED SCHEDULED JS AUTOS F30DILY INJURY (Por amai�nt) S ✓ NO� -O�ANED I IHED AU I O'S V ALH PROPERTY DANIAOF WcderiL� $ ............ I V ornp ;x'1,000 1 000 V Coll $1.000 C UIMERELLA LIAS y OCCUR 72RHIJTR7849 6/12015 6/112016 EACHI OCCURRENCE 2,000,000 00,0 AIE 2,000 EXCESS LTAB CL.?,..........NV.AGGREG ... .... .......ISAIA DLEDJLE'IEUI-ION3S D E WORKERS COMPENSATION AND EMPLCYCRS'LIA8[LITY Y�N ANY 1:1 imandatory in NH) NfA 72WED043001 6/1/20'15 6/11270-16 FF E L. EAC11-1 ACCIDENT S '1,67017,000 L.L. DISEASE- FA EMPLOYEE$ 1,000,000 -- ffyes desutbaundLF Dr'SCRiiprjoi or OPERATiONS bebw EL.DOEASE-POLICYUM11 'S 1,000,000 F Profpssbnal Liab. DR] -0009 L06 6M/2015 6112016 $2,000,00O Each Claim clainis Made $2,000,000 Aggregate Retro Date: (5/30/03 $50,000 DeduclIbIo DESCRPTION OF OPERATIONS f LOCATIONS t VEHICLES AC ORD 101, Add i honM Rpmark 5 Schud0a, may ba attach od if nacre space, Is veq WrPd rF'E:P�-opr,,rtyAcqi.iisitXoii,Rel!oc,gion &Man,,.ageriic-,lit S�i-vice.sAgrraLr7ieii.t A -201:1 -055 -01,A -20,15-162,A-201; -'16;-P Cty of Santa Ana, its offirers, empIoyo- .,-s agents, vokwitf�,,rsand representatives are riained as additaonal insured on a prii-nary & rif.-m-contributory basis where reqt&ed by written contract. Subject w Policy temns Conditions and excluskws. 10 Day�s Notice of Cancellation for Non-Payrnent of Preml[jrm 30 Days All Others. IE TE—�Ll I -: t1 BY: rf)MCE kIEREDIA wc� CERTIFICATE HOLDER CANCELLATION Cit of � Santa Aria RK Box 1988 20, Civic Center Plaza (M-36) Santa Aria CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE VVITH THE POLICY PROVISIONS. AUTHORIZED REPIRFSENTATNE (WH',I Wei idy Fifice (K) 1988-2014 ACORD CORPORATION, All rights reserved ACORD 25 (2014jor4), ThPACORD name sir' -Id logo are registered marks, of ACORD ADDITIONAL NSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POIJQY Insurance Company H&*r(A Am dem- arN6 CO - This endorsement modifies SUCII insurance as is afforded by the provisions of Policy # '11W K\ TR -'l 95A - relating to the following: I. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ("additional insureds"") with regard to liability and defense Ofsuits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3, This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 9270.1. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective (-0) 1 I 15 Policy # JILQ U( NTR--j 9 � Issued to OXrkand 'no this endorsement formas a part of Named Insured CoLintersigned by t- horiz, Representative REVIDNED BY� //4. /,# Z / 'k, 'OR'E.LHA (IDG,,S OF :2, AeCaRH CERTIFICATE OF LIABILITY INSURANCE ' DATE(MM/DD/YYYY) 1 llk 6/16/2016 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 Venbrook Insurance Services CA Lic OD80832 6320 Canoga Avenue 12th Floor Woodland Hills, CA 91367 NAME: PHONE FAX /c o Ext), 818-598-8900 Aro Not: 818_598-8910 _ E-MAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# www.venbrook.com _ INSURERA: Hartford Accident and Idemnity Company 22357 _ _ INSURED Overlandl C &Cutler Inc. 3750 Schaufeufele Avenue, Suite 150 Long Beach CA 90808 INSURER B : Hartford Fire Insurance Company 19682 INSURERC: Hartford Casualty Insurance CompgDy 29424 INSURER D: Sentinel Insurance Company, Limited 11000 INSURER E: Twin City Fire Insurance Company 29459 INSURER F: Western World Insurance Company13196 ✓ �w�►ra�en�na �r�rauarr����01�11g1_��S�ei LL/e4i , wl efUlV/tel\�d1�LLler�i� 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 J= SUBR WVD POLICYNUMBER POLICY EFF MMIDD/YYYY POLICY EXP MM/DD/YYYY LIMITS A �/ COMMERCIAL GENERAL LIABILITY CLAIMS -MADE 1:21 OCCUR ✓ 72UUNTR7859 6/1/2016 6/1/2017 EACH OCCURRENCE $ 1,000,000 DAMAPREMIS S E)�sLo�cctIDnce)_—_S 300,000 ✓ MED EXP (Anyone person) — $ 10,000 $10,000 BI&PD Ded. Per Claim &ADV INJURY $ 1,000,000 AGGREGATE LIMIT APPLIES PER: POLICY ✓❑ E� ❑✓ LOC -PERSONAL GENERAL AGGREGATE $ 2,000,000 GENT PRODUCTS - COMP/OPAGG $ 2,000,000 Emp. Ben. Liab. OCC. $ 1,000,000 OTHER: B AUTOMOBILE LIABILITY72UUNTR7859 6/1/2016 6/1/2017 (CEO, acccidentSINGLELIMIT $ 1_,_0_00_,_0_0_0_ BODILY INJURY (Per person)OWNED ANY AUTO 1�:/Comp SCHEDULEDor ONLY ✓ AUTOS ( )BODILY INJURY Pid accentAUTOS $HIRED NON -OWNED ONLY ✓ AUTOS ONLY PROPERTYDAMAGEAUTOS __(Peraccidgat___., $ $1,000 ✓ Coll $1,000 1 1 C `/ UMBRELLA UAB,/ OCCUR 72RHUTR7849 6/1/2016 6/1/2017 EACH OCCURRENCE $ 2,000000 AGGREGATE $ 2,000,000 EXCESS LIAR CLAIMS -MADE DED I I RETENTION $ $ D E WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN AN`fPROPRIETOR/PARTNER/EXECUTIVE ❑ OF F ICER/M EM HER EXCLUDED? NIA 72WEDQ4300 6/1/2016 6/1/2017 ✓ PER ER -1 __.._.....------.--..---_._..._.....---......_.. 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 I $ 1,000,000 F Professional Liab. BRL0011689 6/1/2016 6/1/2017 $2,000,000 Each Claim Claims Made $2,000,000 Aggregate Retro Date: 6/30/03 $50,000 Deductible DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORO 101, Additional Remarks Schedule, may be attached if more space Is required) RE: Property Acquisition, Relocation & Management Services Agreement. A-2011-055-01, A-2015-162, A-2015-165 City of Santa Ana, its officers, employees, agents, volunteers and representatives are named as additional insured on a primary & non-contribUtory basis where required by written contract. Subject to policy teens, conditions and exclusions. "10 Days Notice of Cancellation for Non -Payment of Premium, 30 Days All Others. ✓ r REVIEWED WED B ' �'r � � �r ..._..-._ t UNl(t l it R EAA (PG OF ) t CR l lr'lVM I C r1ULIJCR I,H fV IrCLLH I IUIV City of Santa Ana P.O. Box 1988 20 Civic Center Plaza (M-36) Santa Ana CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE (WH) Wendy Filice C/ (0 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 30446384 100000019 1 16-1? GL Ail WC Me PROF I (WH) Linda Doyc.— 16/16/?.016 2:46:16 PM (POT) I Page L of 5 Overland Pacific & Cutler Inc. 72UUNTR7859 'nave al] your, rjdV1q.a*-dtXes under ar Unname(j Sogidiary Any sul3sldlary, and subsidiary thereof, of yqqrs which Is a legally Incorporated entity of wbich you own a financial Interest of more than SMA of the. ,voting stock on the effectlyeA ate the, Coverage Part, The, 'insurance afforded Wein for any isobsidiary not �nq.rned In this Coverage Port, as a fjjmpa. .insured does not apply to lnjtlryor damage with respect I to which an insured under I this Coverage Pad Is at so an Insured under 11 another Policy or: would be An Insured under such policy but for its termination or be, Ohau�.Jjorl of its limits tai )Mlrb nce. t-, No.wly Ac.quirvo or Formod Organl2ation Any organization yoti.:11awly Acquire or falli, otherthart o partnarshill) join. venture Or limited It d liability company, And over.whiob you maintain financial interest of more -,(hall 50% PrAhe vofinq:sI,"%— will q(talify. as, 0 Na I meo Insurod,if there is no other sirrillar insurance Availabip, .10 that drganlzalllcn..However: o. Coverage tnid6i, this: provision ita frorded only un if the 180th day after you acquire or form "le, oroarrilzation or the end of the policy poriodl whichever Is earlier; :�,povut'age A does 116t apply to "bodily jhjury" or properly, 4arnage". that occurred before "You! acquired or formed the organization, and ,P, Coverage B 'does not ripply to "perRonpl' arid advertlsing lnjuiry"' arising out of An offense , .committed b Ulore you aequifed or -formed the ,organization. 4It bile Equlprn erit With respect to I'moblie P-quIPMent" registered In your flarrie under any rr16tor vehicle registration law, <any person is an insured white drivOij such ectolpmlef1t alono avubliplillghWoy with your permission. Any other personot-organiza,tion responsible for the conduct of Iph person is also -an Insured, but only with respect to Ifablitty arlsIng out of theoperation of the uquipmonj And only if no other Insurance of any kind is avallabi q to that person or organization for this liability, Vi . owevor. no person or orgArilaotion is at) insured with respect to: A. "Bodily 14).try" to A Co-"Ofhfiloyee" of life person drivina.thO equipment; or -b, "Property da mage"' to property owned by, rented to, in.the tharge of or occ0pled by you or the employer 'Of any person who 18 an insured under this.: ;piovlsiort Mage Toaf'U 6/1/2016 6/1/2017 -8,Wonowned Wotercraili With respect to watercraft You do not own t1hot is togs thttil 51 feet long and Is not being us..ed to, carry person for a. chargej any person is on, insured white OPuratiN suet, watercraft with Your 1)ernilsslloa. ArLy ,other person or organiz-allon responsible for (fie cpridtiof conduct such insured, ,ch person is also an insd, 01 o . 11 . 11 11 . I �O gly with.rospoct to liability arising out of the operation of the Watatcraft, arid only if no other insurance of any kind Is available to that person 00 prganrzatior5 forlfil,� liability, However, no persbri, or ofoojilzotion Is aif MILli,ed."WIth iiesooc( to a� "Bodily Injury" 'to a co-tlernployeell of viae pef$oti operating the watercrAfti or, h, "Property damag.01' IP PFOP00y owned by, rented 1b, fn of or Occupied by you or' I (he employer of any person who is an Ins, of0d under this proy1slon. 4, ;Add.ltIo.n6l Insureds When Required By -"VVFIttp op IV ra. 0, Writtenhgroemdrit OtIOermit T146 rollowirig person(s) or, or04rlj1iMjorj(s) Are ant ,Atdclitional Insured when you have agreedp in a written contract,, writtenagreement of beoause of a pterinissued by a stair~ It e or political SubdlvC; ion, that such person or orphization be added, as an . additibrial' ,!psuted on yotir policy,, provided the 'Injury or darts e ,occurs ,subsequent to the execution of the contract or 40roement. Aporson car organization Is an ac ditionalJn4urod under fhis provision only for that period of time required by the contract or Agreement, However, W), such person or organ1'Z allon Is.41T IDSUred Under this PI-Ovision If $11611 Orson or organization 'is hicht died as an insured Ery an eildorsOment issued by, kis' rid r6adb a part of this; pvof age Part" a.. Vendors Any iaerson(s)'or OrganizatibnO) (referred to berow as Vendor, but only witli respect, to `'bodhy injury' or ""property dg,magell arising out of 4your products" .which are'dIsIriblited or sold .11 tits e regular course of the veridoes, business and only if this coverage Part provides cioverage, tor "bodily injury"' or "properly damage" Included, Within tha Uproducts- corl.1pleted operations hazard". The.inquronce afforded the vqncloris subjadl to the following additional excltf8lons; This: llnsurv=6 does not Apply to (a), "Bodily injury" Of "Property damage" l for Which the vendor Is obligated to pay damages by reason of the assumption of llabilit , y It) a contract or agreement. This exclusion does not apply to liability for, damages that file vendor would have in the abse nbe of the contract or agreement,n, 30446304 1 00000019 1 16-17 GL AU WC UMB PROF I (WH) ld.da Loy—rt 1! 6/16/2016 2:46:16 PM (PDT) I Page 2 5 -7 ----- - ------- - ----- REVEVVED �Y� EUNICE HDREMA (PC; ;;?OF Overland Pacific & Cutler Inc. 72UUNTR7859 H 14 ,,(b) Any express warranty unauthorized by you; (c) Any physical or (,.hernloal chAnga In the product made. Intentionally by the vendor; (d) Repackaging, except when unpacked solely. "for the purposo of Irlisippet : I on., dernonstratinn, or the substittition of pads under Insiractions tram the manufa&jurer, and file air, repackaged In the original container; (b) Any fillure to viral such lnsp6ctians; adjustments, tests or servicing as the vendor, ha's agreed to Make or normally undedakes to make in the usual course of business, in co , rinedtion with the distribution o r.oja. 0. (.-the Products, Derrionstratlon,:Insiblinif.on, *sqrvlcing or repair operations, except such oporatiqris perfqqT,ied al the vendor's promises ift, corInaction wlih the sale or:fhe producl: `(n) Products Mich, oftor distribution or sale b 'roll, : hove ; been : I , . I ve been labeled at relaboled, or used As a containor, part or Ingredient Of any Other thing of suDs tance I Y b or forr the',. vendor; or (h) ,'Bodily Itijutyl or "pi'dpertY d ing: ,amage: Ans , but of" the s010 ndOligondb Of the ubndor tar Its own >acts or omissions Ot those of Its ernployees Or anyone else aelling on its behalt Floweverk, this exclusion does no( - apply to - (I) The exceptions contalned in 'uba paragraphs (d) or (f); or '(1f) Such inspections, adjustments; tests or servicing as the vendo I r has a0reed to Make or nonnally undertakes to make In the use al course Of business, In connection willa the distribution 'or sale of the pr6dubt8. (i) This insurance does not. apply to arty Insured person or organj;_ation, rrorn whore You have acquired such,products, or any ingredient, part of conlafneT, ontering into'. accompanying or containing surh;producls- b. Leissors of Elt�"uipnrioff -,(I) Any Person or orgarlikation frorn whom you lease eciOlprnent, 'but only Will i,espedl tea their liability for "bodilly Injury", "Ofoperty damage" or "personal and advertfiflng ln�iry" Caused, In wliolo or In P80,: by your mal'iritortance, operation or use of equipment leased to yoo by sitch, poison or organiza , Oon. f2) With respect to th,p Insurance afforded to these '4doill0ral fU1SL1Jred§ this Insurance does not apply to ally ".occurrence" which takes place .6filer (66 equiprilentJease expires. :H43— 00A .MDA 30446384 1 00000019 1 16 17 GL AU WC UMB PROF' I (WH) Linda Doyenait 6/1/2016 6/1/2017 vt, Lossors of Land or Premy'ses Any person Or orgarf 1 lZa f , ton from whomyou lease land or prenillses, but only with rest ect in Ilahii1ty arising out of the Ownership, malptenance or use of that Pail at the land or Premises leased you, With haspeqt jo tfve Insurance affordedthese additional 'insureds the fallowing add . 41briat excfunioMsapply* This. Insurance does hot apply to: 4,, Any "occufrencb" which takes place, kfteirl you'r cease to lease 1that land; or �_x Structural alterations, new construction or deenblitloh operations performed by or on bellal( of Such person ter organizAt' Jan. d. Architects, Jn.gfneers:or Svirvtyors ,Any archltocl, engineer, or surveyor, but only wit"4f rdspe,cl hifillity to 4600 11. y , Injury 11, propr,. d . y darnngel� or "personal and advej I twilig Injury, cause.q,, In whole or In pa11, fly your acts or' omissions or the acts o,,r orn4;sjons Of those acting onyoqjr behalf, -(I) I.I.T..connection with your pirprnises, or ,(2) M the, if, f I Pq 011`110"00 0 yo4r ongoing oporallons performed by Voit Or a . n"your behalf. With respect to file 10stjirance afforded these additional insureds. the 011OW1119 adritictnal exc, fusfbilappilet, This insurance does not apply to "bod"ily 'Injury's,, "propehy damage, or "personal aild advartising injItiry" adsing out of the rendeTin.9 of or the lallure to render any professional services : by oi; -,,for yo!r, Including: ,j, The preparing, apprQyjrjg, or laifing to.preparre- or approve, Friaps; 'shop drawvlhgs, opinions, reports, surveys, field orders, change orofqspe drawings ansa-specincafions; or 2. Supervisory, Inspection, afelittewural engineering activities. 6. Peoilits issued Ely 8 tafe (fir Po(jtfdjj Stjbdivislonit Any state or political s.t0divislon, but only will) respect to Operations putformed, by you 0 1 1, Oil Your behalf for Which the state, Or political subdivision has issued a permit. With mpect to .1110 ins4rance afforded these additional Insureds, this Insurance, does not apply kqi (i) '"Bodily injury", "property damage" oi- "personal and advertising injury' arising out or operations performed tot the state at Municipality; or (2) "Bodily injury" or'"proporty damage" Inc -luded' within the "prodL1rtS-0O1TjpIe'tbd' operactions, hazard", 6/11/7,016 2:46:16 PM (PIT,) P,9?/ ,3uL 5 REVIEWED BY� ELUCE HEFO_AA.(�-IuS oF S' Overland Pacific & Cutler Inc. 72UUNTR7859 L, Ariy Other Party Any othor parson or or gartizatiort who Is rant: an Crtsured render i?srPagraphs a, theottgh e. above, but only with respect to liability for "trodlly Injury", ''property detnage" or "personal and advertising injury" caused, in whole or in part, by your aols or omissions or' the tads or ooi€,ssiona of those acting on your beholf 11) In tiie<petfort7lanc:e ofyuur ongolrlg.operations, (2) In cortrrectiart with your prerttlsos owned by' or rented to you; or In connection with "your work" and Included within th.e "prodttcisµcompleted operations hazard", but otily'if ,;Q) the written contract or agroempht requires you to provide such poversige to sgph. aWRIaria€ €rtsured, and (0) This Coverage Part provides coverage for "bodily frrj [ry" or "property''darnage" irtclurl'ed Within the operaflons hazard". 'With rospect to the insurai ce aff&dbd to these additional `irtstrreds, `this insurance toes riot appl�L flat "13vdlly €r airy'', "pyoper'ty'dainA.ge" or "personal and <advertlsing frtjury" arising out of the rendering of .or' the failure to render, any ptafasstonal archile.ciural et gineer rig or surveying sorvioes, Including; (4) The preparing, qpprovirig, ter failing to prepare or approve, naps,hop drawings, opinlons, roports, surreys, field Order$, Orange orders or, drawings aitd speclfieatioits; or 12p SirperVlsory; Irrspi�utiurir rtrctilii�u#tit'at k�1 dnglneedn0 a€etiviQes: Tho flail#scat to urance that apply to ,additional Instireds urider this provision is -described in Section Ill - Uints t7f InstirartceY How this irtsurance applles wheir other instrranco Is available to the additional. €rtsured €s. described in the Otherinstrraiicc Cottdif€on In Section IV— Gomrni rcfal General Liability Conditions. No person or algainizatlon Is an Insured with respect to the coriduo# of any current or past partnership, joint veritur'o or limited liability company that is rto# s q#q as a Nailie Insured In: the Declarations. SECTION iII — LIMITS OF INsURAiVCE 1;: The Most We will Pay The tmitrttts of Insurance shownbi the Deelaf--bons And the rtllas below fix the mast vete will pay regardless of ''the number of,, as insureds; MY Y✓IK?ri IFJ �.ridV TlR 'h{ritC�'"�+fr��,.F Y'�1��4 P�qe 12' of TW, 30446384 I 00000019 I 16-17 01, AU 'AC WD PROF f N11) Linda D.), n r. 6/1/2016 6/1/2017 ;0, Persons oro ti mki`n"oitnsc;brlri€ "stilts". 2. General Aggregate Lirnit The General Aggregate Umit Js Ilie Prost we will pay foie the surd of aY Medical expenses under Coverage G; b. Damages uoder Covarage A, except d4nia. as becato of "bodily i ijtiry" .or "property damage" Inahitted In IPte 1tprgduldN,6011`11laloted opefatiotis hazartl"", oral c. 10amages under Coverage B. '4. Products -Completed Operations Aggregate Unlit` The Prod ucts-Goiriplelad Operatlorrs Aggregate Limit' ,;Is the rxiost we will pay under Covera go A for darnaps •becauIsr, of "Ibridtty '41jury"''arid "property damage" ,Inctuded in the Rproduct&:co npletrd aperrt ions hazard 4Y Personal and Advertising Injury t,.ltinit' Subject to 2, above, the Per"aonal and Adverlising injury Urnitis the most we will pay under'overage 'for the surra of all daitracdes because of all "porsorttl and Advertising injury" su�talned by any orio pp!,sorr ai largo tilxatiari. 6. Each Occurrence Limit: Sufjeofto 2, or 3. above, whichever applies, the Each Oc,orrence Urnit Is the most we wlfi pay for tile sural of: a. Damages upder Coverage A, grid b. Medioai expetises undor 0overage c because of all '"bodily Injury" and "property, dotlipga" L-10siq out of arty orte "oeourrertce"Y 6, Damage To Premises Rent'd To You t.iriiilt Su,*ct fo.6; abovo, the Damage To Premises Rented; To 'fou Umit is the Most we will pay under Coverage A ford.antatdes because of "property damage" to ally arse prerntses, white refilled to, yot , or in the case of di In rage by fire, lighta€rig or explosion, while rented to YOU o1 -temporarily occuple'd by you with pr rrillssiort of the a+ti+i'er, In tete case of damage by tire, ircdhtnfnp or expto,5lori,; the Dainage to Promises Rented To You Limit applies to all darnage proximately caused by the sarne event,; whether such dani7 ge results from fire; lightri€iip or explosion Or 8119 eorrINW10oti,ot these. ,7; Medical Expense remit Subject to 5, above, Ilse Medical Expense Lifnit is the most we will pay under Coverarge u for all inedical expenses beo tvse of "bodily Injury" sustained 'by any one person, Flow Units Apply To Additional Insureds It you have agreed in a written contract or writtoll agreprt erit that grliother person or organizcttirir7 lib f ti- go 01;06 0" 6/:1.6/2016 2AG:16 LM (PDT) age ) S ............. R V err rr E3Y , E t,tiN C f FORMA (PG '3 ) ------- 1hat arp in excess oftfie applicable limit of liisurandet An agreed settlement means a softlemcrit and relcase of lialbillty.signed by usi Jhe insured and the claimant -or 'the. claimant's , log alrepresentailve, 10ther Insurance ,If other valid and collectible lAsurance is av,111able to IhO , Insured for o loss we covortiociftr Coverages A or 13 of this Coverage Part, our obligia0ons fire firnite, I d as fol[ows; ,a,. Primary triouran"Ge, This inSUVaMe! IS pilma.ry 'excepil Wfien b, L)efow, applies. If other insurance is also primary, VVC1 VdR share m6 A that otter Insurance by the method Exces'q hmran6e This insueMn4Is OYMla 5 o-Vot' oily -of the other insurnfice, whether primary, excess, contingent or oil any other basis. f1l) Your Work That is Fire, Extended Covatigoi Builder's Risk. 1051.61141(an Risk or similar cbvOraoe for your, viark'; (2� Premfsds"Rdnted Td,du Thal is fire, lightning or explosi6d J1TsurPbc6 for premises rented to you. or temporarily btt4pied. by you Witt), permission of the owner; 1) To nant Liability That ra.Insurance purchased by you to cover YbUr,16,16111fy as a tellant, for "property daniagoll to prerhfts rented to You Of temporarily occupied by you with perinissloil of the DWher,! 14) Aircraft, Auto Or Watercraft If the toss arises out of the maintenance or' lyse of aircraft, "autos" or watercraft 40 the extent not Subject to ExchSian g. of Section I - C01116rboe A - Bodilly Injury And Property Darinclige Llablllty"; (6) Property Damage to 13Qrrowed Eq ulpmerit Or Use Of Elevators If tile loss arises out OT "property daing4e" to borrowed eclOpMent or the use 61 eleMors to the oxterit not subject to - Exclusion j, of Section I � coverage - Bodily h1jqry And , Property DarNge Liabill , ity; 16,) Whein You Are Added As An Additional Insured To Other Insui-4nde Any other "insurance available to YOU 0ov6rino llablifty for,dama0es arising out of the pt6fills6s operations, or products and completed operations'. f0l"WhiCh You. have been added as all additional Insured by that insurance;, Or Pqgp 144f48 :[7,j; VVben You Add Others As 'Aft AVtfq* Ins.urod To Thls'lh;yuraribe ,Any other Inswance available to A'a 11stifed, Rawaver, thelfollowing- pmV' ' app to other`,islo'ops apply 4iisurance available -to aqy. person or- prgarfiza*flon who is an,40dilioniiiinsured ander this coverage part. (0) Primary Insuralleel Whoujr r+5d 'Contract- This CoitractThis insurance I� OimU'ry if you have agreed Ir � written contract or written agree meill 4hal this 111SUrobor, bo primary, If other InsLUMICe IS also primary,, We Will share with all that other insurance 1 ' by, the method .described in c. beloW. ,40) Primary Ald Non-Contributory iributory To Other Insurance When I Required By Contract If you have agreed irr or Witten contract., written 80roembilt, or' ptaiiii. that ttlis, 41SUM1100 is pliniafy and rlan�ooniributor y With the additional hisore&s own =insurance, this Insurance Is pC . frilary and we, WINnot:n other I , risL)ranIm Paragraphs (a) and (b) do riot apply to,oth&- insurance to Whicill the additional insurer( has: beery added as an addition.aYinsured, When this Insurance is excess, we will have no, duty under CoVer*406s A or B to'ddiend the frislired vadalrlst any lsuW' it any other insurer has 'a, duty to defend the Insured against that If no other insurer defefids, W.ewJlI undertake to do so, but We will be entitled to tho Instirods rights , list aV those other, insurers. When this his Insurance is excess over other Jinsurall)co, vie will p ay only our sharo of the amothit, cif 1he loss, If all I y. I , hat exceeds the sum of: (f) The total amount that all sych other Insurance would pay for the loss In .the absence of this Insurance; and (2) The total of all deductible Marld seiN , nsorp.0 amounts under 911 that other I , nsurancb. We will share the remaining, loss, if any, with any other insurance that is not described In 'this Excess Insuranr I oprovision and was,not. bought specifically to apply in excess of the Limits of Insurzince shown inthe Declarations of this Coverage Part. c, Method Of Sharin_q If all ref the other insurance permits contribution by equal shares,me will followthismethod also. Und'er "this upproach each insurer contributes equpl arnounts until it has paid its applicable 1414 of Insurance or none 6r -the loss remains, whichever ,comes first. 30446304 1 00000019 116-17 GL AU WC Ubq PROF I (WH) Lind. D.yelt 1 6/16/2016 2:46:16 "..r bo 0 P 8 oo PK (PUP) I page 5 -4 REVEWED BY./,,/,,`/` FUMCE a HEREMA (PG 0�- A !Z®PCERTIFICATE OF LIABILITY INSURANCE ATE D07/18/2017DnYVY) 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. 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: Marsh Risk & Insurance Services? PHONE FAX 17901 Von Karman Avenue, Suite 11000 A/c No Ext): A/C No): (949) 399-5800; License #04371531 E-MAIL ADDRESS: Irvine, CA 92614 1,000,000 CLAIMS -MADE X1 OCCUR INSURER(S) AFFORDING COVERAGE NAIC # INSURER A. Hartford Accident & Indemnity Co. 22357 CN 1 02452723-STND-GAUWP-1 6- INSURED Overland, Pacific &Cutler, Inc.] INSURER B: Hartford Fire Insurance Company -- 19682 3750 Schaufele Avenuell INSURER C: See Additional Pae X $10,000 BI&PD Deductible Suite 150_ INSURER D: QBE Insurance Corporation _ 39217 Long Beach, CA 90808 PERSONAL & ADV INJURY INSURER E; Hartford Casualty Insurance Company__ INSURER F: COVERAGES CERTIFICATE NUMBER: LOS -002277376.09 REVISION NUMBER: 5 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL I D SUBR VD POLICYNUMBER POLICY EFF MM/DD/YYYY POLICY EXP MM/DD/YYYY LIMITS A X COMMERCIALGENERALLIABILITY X 72UUNTR7859 06/01/2016 08/10/2017 EACH OCCURRENCE$ 1,000,000 CLAIMS -MADE X1 OCCUR DAMAGETO ( RENTED Ea occurrence $ 300,000 MED EXP (Any one person) $ 10,000 X $10,000 BI&PD Deductible PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 PRO- LOC POLICY � PRODUCTS -COMP/OP AGG $ 2,000,000 $ OTHER: B AUTOMOBILE LIABILITY 72UUNTR7859 06/01/2016 08/10/2017 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 ,._ AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED X NON -OWNED AUTOS ONLY AUTOS ONLY PROPERTY DAMAGE Per accident) $ xiANY COMP $1000 X COLL $1000 $ X UMBRELLALIAB X OCCUR 72RHUTR7849 06/01/2016 08/10/2017 EACH OCCURRENCE $ 2,000,000 AGGREGATE $ 2,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBEREXCLUE (Mandatory in NH) NIA 1OWEAS9914 06/01/2017 08/10/2017 X PER ETH - STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 D Professional Liability OPLO714889 07/10/2017 07/10/2018 Each Claim / Aggregate 2,000,000 Deductible 50,000 DESCRIPTION OF OPERATIONS/ LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) RE: Property Acquisition, Relocation & Management Services Agreement. A-2015-162, A-2015-1651 I T City of Santa Ana, its officers, employees, agents, volunteers and representatives are included as additional insured where required by written contract with respect to General Liability. This insurance is primary and non-contributory over any existing insurance and limited to liability Ing out of She operations of the named insured subject to poPy t and conditions with respect to General Liability. ° CERTIFICATE HOLDER _. C NCELL4fIO6 ^7 City of Santa Ana- SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE P.O. Box 1988- THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 Civic Center Plaza (M-36)7 ACCORDANCE WITH THE POLICY PROVISIONS. Santa Ana, CA 92702 AUTHORIZED REPRESENTATIVE of Marsh Risk & Insurance Services Monique Sabala ACORD 25 (2016/03) ©1988-2016 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: CN102452723 LOC #: Irvine ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED Marsh Risk & Insurance Services[ Overland, Pacific & Cutler, Inc. 3750 Schaufele Avenue] Suite 150t POLICY NUMBER Long Beach, CA 90808 CARRIER NAIC CODE EFFECTIVE DATE: MCIVIMMMO THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance I Workers Compensation Carriers (by State): I 1) CA - Hartford Fire Insurance 2) NV - Twin City Fire Insurance Company 3) TX - Hartford Underwriters I A(;L)KU 101 (ZUUt5JU1) (0 2008 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD t 12 s: V4 If I t" Dft t Policy Number: 10 WE AS$914 Endorsement Number: Effective Date: 06/01/17 Effective hour is the ommn as stated on the Information Page of the policy. Named Insured and Address: OVERLAND PACIFIC AND CUTLER INC 3750 SCRAMBLE AVE STE 1-54 LONG BEACH, CA 90808 This policy is subject to the following additional F-11 If this policy iycancelled bythe Company, other than for non-payment ofpremium, notice ofsuch cancellation will beprovided etleast thirty (30 days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company, If this policy is oenoe||ad by the Company for non-payment of premium, or by the insured, notice of such cancellation will be provided within ten (10) days ofthe cancellation effective date to the certificate holder(s) with mailing addresses onfile with the agent ofrecord orthe Company. Form WC 99 03 94 Printed in U.S.A. Process Date: 05/30/17 If notice is maNed, proof ofmailing to the last known mailing address of the certificate ho|der(w) on file with the agent of record or the Company will be sufficient proof ofnotice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were issued a certificate of insurance applicable to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company orits agents cxrepresentatives. Q201.The Hartford � This policy is subject to the following additional Conditions: A. If this policy is cancelled by the Company, other than for nonpayment of premium, notice of such cancellation will be provided at least thirty (30) days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. B. If this policy is cancelled by the Company for nonpayment of premium, or by the insured, notice of such cancellation will be provided within (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. Form IH 0313 06 11 If notice is mailed, proof of mailing to the last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof of notice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were issued a certificate of insurance applicable to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company or its agents or representatives. Page 1 of 1 © 2011, The Hartford e"A txk4 we". �A L Heredia- Espinoza, Eunice From: Lopez, Leticia Sent: Wednesday, July 19, 2017 7:38 AM To: Heredia-Espinoza, Eunice Subject: FW: COI - Overland, Pacific & Cutler Attachments: cert-7-1497551-l.pdf The previously mentioned A-2016-010 is an amendment to A-2015-162 listed on the COI. -----Original Message ----- From: Lopez, Leticia Sent: Wednesday, July 19, 2017 7:37 AM To: Heredia-Espinoza, Eunice Subject: COI - Overland, Pacific & Cutler For your review. Thank you I (0 (-4E C5 ACtO►/'`L7�CERTIFICATE OF LIABILITY INSURANCE DATE /YYYY) 09127/2017/2017 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 Marsh Risk & Insurance Services[ 17901 Von Karman Avenue, Suite 1100I CONTACT NAME: PHONE o Ext): FAA/c No): (949) 399-5800; License #0437153F Irvine, CA 92614 E-MAIL ADDRESS: INSURERS AFFORDING COVERAGE NAIC # INSURER A: Hartford Accident & Indemnity Co. 22357 CN 1 02452723-STND-GAUWP-1 7- INSURED Overland, Pacific &Cutler, Inc.[ INSURER B : INSURER C: See Additional Page 3750 Schaufele Avenue] Suite 1501 Long Beach, CA 90808 INSURER D: QBE Insurance Corporation 39217 INSURER E : Hartford CasualtyInsurance Company INSURER F: COVERAGES CERTIFICATE NUMBER: LOS -002277376-16 REVISION NUMBER: 16 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 jt= WVD SUER POLICY NUMBER EFF MM/DDIYYYY MM DPOLICY YEXP D//YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE M OCCUR X 1000NHF0064 08/10/2017 08/10/2018 EACH OCCURRENCE $ 1,000,000 DAMAGE T O RENTED PREMISES Ea occurrence $ 300,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY IT JECOT- r LOC GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OP AGG $ $ OTHER: A AUTOMOBILE LIABILITY IODUNHF0064 08/10/2017 08/10/2018 COMBINED SINGLE LIMIT $ 1,000,000 Ea accident BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS (Per accident) ) BODILY INJURY (Pidt $ NON -OWNED AUTOS ONLY AUTOS ONLY HIRED EX PROPERTY DAMAGE $ Per accident xi COMP $1000 COLL $1000 1 1$ X UMBRELLA LIAB X OCCUR IORHUJAB919 08/1012017 08/10/2018 EACH OCCURRENCE $ 2,000,000 AGGREGATE $ 2,000,000 EXCESS LIAB CLAIMS -MADE DED X RETENTION $ 10,000 $ C WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE Y / N OFFICER/MEMBER EXCLUDED? ❑N (Mandatory in NH) N / A 1OWEAS9914 08/10/2017 08/10/2018 X IPERIOTH- STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 D Professional Liability OPLO714889 07/10/2017 07/10/2018 Each Claim / Aggregate 2,000,000 Deductible 50,000 DESCRIPTION OF OPERATIONS / LOCATIONS IVEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) RE: Property Acquisition, Relocation & Management Services Agreement. A-2016-010, A-2015-165, A-2017-226, A-2017.228ii City of Santa Ana, its officers, employees, agents, volunteers and representatives are included as additional insured where required by written contract with respect to General Liability. This insurance is primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured subject to policy terms and conditions with respect to General Liability.lu REVIE:tVED IBY. FI,.tPdli C f IERF fYIA Pt t,cm rrit,m r c nvLVCr% t,1A1Vl,CLLA I I JIN City of Santa Anal' P.O. Box 1988E 20 Civic Center Plaza (M-36).1 Santa Ana, CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE of Marsh Risk & Insurance Services Manashi Mukherjee —1VLA1%A1_Aa "-,JA+,,_tc..,11� ©1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD A AGENCY CUSTOMER ID: CN102452723 LOC #: Irvine ADDITIONAL REMARKS SCHEDULE Page 2 of 2 AGENCY NAMED INSURED Marsh Risk & Insurance Selvices0 Overland, Pacific & Cutler, Inc,O 3750 Schaufele Avenue0 Suite 1500 POLICY NUMBER Long Beach, CA 90808 CARRIER NAIC CODE EFFECTIVE DATE: 01 01 Workers Compensation Carriers (by Stale): 0 1) CA- Hartford Fire Insurance 0 2) NV - Twin City Fire Insurance Company 0 3) TX - Hartford Underwriters 0O (9 ZUOU AGORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD REVIEWED BY: EUNICE HEREDlA {PG 4F POLICY NUMBER: I0lU0BF0064 COMMERCIAL GENERAL LIABILITY CG 20 26 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE � I 0mmeOf���mm�ksued OrOoQom���n�: CITY OF SANTA ANA PUBLIC WORKS AGENCY M-36 IPO BOX 1988 ANA, CA 92702 Information required to complete this Schedule, if not shown above, will be shown in the Declaration s. A. Section U —VVbo Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown inthe Schedule, but only with respect to liability for "bodily injury", "property damage' o "personal and advertising injury" caueeU, in whole or in part, by your acts or omissions Vrthe acts or omissions of those acting onYour beha|f� 1. In the performance ofyour ongoing operations; or 2. In connection with your premises owned by or rented tVYOU. 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to euoh additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured, B. With respect to the insurance afforded to these additional insureds, the following is added to SeotionU|—LinmdsOfInsuoanoe: V coverage provided to the additional insured is required by o cmr6naut or agreemmnt, the most we will pay on behalf of the additional insured is the amount ofinsunanoe� 1. Required bythe contract oragreement; ur 2. Available under the applicable Limits of Insurance shown inthe Declarations; whichever ialess, This endorsement shall not increase the applicable Limits ofInsurance shown inthe Declarations. CG 20 26U413 0Insurance Services Office, Inc-, 2012 Poo Overland Pacific & Cutler Inc. have all your rights and duties under this Coverage Pa rt. e. Unnarned Subsidiary Any subodiery, and Subsidiary Uheneof, Of your vvkiuh is a legally incorporated entity ofwhich You own e financial interest of more than 5096 of the voting stock on the effective date of the Coverage Part, The insurance afforded herein for any subsidiary not named in this Coverage Pad as a named insured does riot apply to injury or damage with respect to which an insured under this Coverage Part is also an insured under another policy or would bean insured Linder such policy but for its termination or the exhaustion of its limits of insurance. 3. Newly Acquired orFormed Organization Any organization you newly acquire cvform, other than a partnership, joint venture or limited liability oompany, and over which you maintain financial interest of more than 50Y6 ofthe voting stock, will quality as Named Insured ifthere is noother similar insurance available tothat organization, Howmver� a. Coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever isearlier, b. Coverage A does not apply to "bodily in]ury" or .'property damage" that occurred before you acquired orformed the organization, and c. Coverage B does not apply to "personal and advertising injury" arising out of an offense committed before you acquired or k)nned the 4. Mobile Equipment With ns*peu to "mobile equipment" registered in your name under any motor vehicle registration law, any person is an insured while driving such equipment along public highway with your, permission. Any other person mrorganization responsible for the conduct of such person is also an ineunad, but only with respect to liability arising out of the operation of the equipment, and only if no other insurance of any kind is available tothat person ororganization for this liability, However, noperson o/organization inaninsured with respect to: a. "Bodily injup/' to a co -"employee" of the person driving the equipment" or b. "Property damage" to property owned by, rented to, inthe charge cforoccupied byyou urthe employer of any person who is an insured under this 6. NunownedWatercraft With respect to watercraft you do not own that is less than 51 feet long and is not being used to carry persons for a ohorge, any person is an insured while operating auch watercraft with your permission. Any other person or organization responsible for the conduct of such person is also an inaured, but only with respect to liability ahn|nQ out ufthe operation of the wabsroraft, and only J no other insurance of any kind isavailable tothat person ororganization for this liability Muwe*er, noperson or organization is aninsured with respect to: a. "Bodily injury" to a oo-'enYdoyee' of the person operating the watercraft" or b. "Property damage" to property owned by. rented to, inthe charge ofVroccupied byyou mthe employer of any person who is an insured under this provision. 6. Additional Insureds When Required By Written Contract, Written Agreement C)rPermit The following person(s) ororganization(s) are an additional insured when you have agreed' in written contraot, written agreement or because of a permit issued by a state or political oubdivision, that auoh person or organization be added as an additional insured onyour policy, provided the injury or damage occurs subsequent to the execution of the contract or agreement, A person ororganization is an additional insured under this provision only for that period of time required by the contract oragreement. Hmwever, no such person ororganization is an insured under this provision if such person or organization is included as an insured by anendo/eement issued by us and made a part of this Coverage Part. a. Vendors Any person(s) of, o/ganizotion(a) (referred to below as vendor), but only with respect to "bodily injury" orproperty damage' arising out nf"your products" which are distributed orsold in the regular course of the vendor's business and only if this Coverage Part provides coverage for "bodily injury" or "property damage' included within the ''producta- oonnp|etedoperations hazard" (1) The insurance afforded the vendor iasubject to the following additional exclusions: This insurance does riot apply to: (a) 'Bodily injury" or "property which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement, This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract oregneemenL� that are in excess of the applicable limit of insurance, Anagreed settlement means asettlement andns|eese o[liability signed byus, the insured and the claimant o/ the claimant's legal representative. 4. Other Insurance If other valid and collectible insurance is available to the insured for a loss we cover under Coverages A or B of this Coverage Part, Our obligations are limited as a. Primary Insurance This insurance is primary except when t. below applies. If other insurance is also phmary, we will share with all that other insurance by the method described in c. below, b. Excess Insurance This insurance is excess over any of the other msunsnce, whether primary, exoeea, contingent or onany other baein� (1) 9ourVVorh That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for 'your wmdk'� . (2) Premises Rented To You That is fine, lightning or explosion insurance for premises rented k»you or temporarily occupied byyou with permission ofthe mwner�. (3) Tenant Liability That is insurance purchased by you to cover your liability amatenant for "property damage" to premises rented to you or temporarily occupied byyou with permission ofthe mwner� (4)Aircraft, Auto OrWatercraft If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the extent nN subject toExclusion g, of Section |—Covexage A—Bodily Injury And Property Damage Liob||ity� (5) Property Damage bzBorrowed Equipment Or Use Of Elevators If the |oee arises out of "property damage" to borrowed equipment or the use of elevators to the extent not subject hoExclusion j.ofSection | - Coverage A - Bodily Injury And Property DamageUabi|ity, (6) When You Are Added As An Additional Insured TpOther Insurance Any other insurance available to you covering liability for damages arising out of the premises or operabonm, or products and completed openationa, for which you have been added as nnadditional insured bythat inauranoe�or (7)When You Add Others As An Additional Insured ToThis Insurance Any other insurance available to an additional insured, Hmwever, the following provisions apply to other insurance available to any person or organization who is an additional insured under this coverage part. (s) Primary Insurance When Required By Contract This insurance iaprimary ifyou have agreed in a written contract or written agreement that this insurance be primary. If other insurance is also phmary, we will share with all that other insurance by the method described in o. below, (b) Primary And Non -Contributory To Other Insurance When Required By Contract If you have agreed in a written oontnact, written aQneement, or permit that this insurance is primary and non-contributory with the additional ineured'emwn inauranna, this insurance is primary and we will not seek contribution from that other insurance, Paragraphs (a) and (b) dm not apply insurance to which the additional insured has been added ananadditional insured. When this insurance is exoeas, we will have no duty under Coverages AorBhzdefend the insured against any ''suit" if any other insurer has a duty to defend the insured against that ''yui1"If no other insurer defends, we will undertake to do mo but we will be entitled to the insured'a rights against all those other insurers. When this insurance is excess over other insurance, wewill pay only our share ofthe amount ofthe loss, |yany, that exceeds the sum of, (1) The total amount that all such other insurance vvuu|d pay for the |uas in the absence of this insurance; and (2) The total of all deductible and self-insured amountsunder all that other insurance, We will share the remaining |ume, if any, with any other insurance that ienot described in this Excess Insurance provision and was not bought specifically to apply inexcess ofthe Limits of Insurance shown in the Declarations ofthis Coverage Part, c. Method Of Sharing |fall ofthe other insurance permitacontribution by equal shares, wewill 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, REVIEWED BY: EUNICEHEREDIA(PG OF", THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) This policy is subject to the following additional A. If this policy is cancelled by the Company, other than for nonpayment ofpremium, notice of such cancellation will be provided at least thirty (30) days inadvance ofthe cancellation effective date tothe certificate ho|der(o)with mailing addresses unfile with the agent ofrecord nrthe Company. B. If this policy is cancelled by the Company for nonpayment ufpremium, o/bythe ineured, notice of such cancellation will be provided within (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent ofrecord orthe Company, If notice is mailed, proof of mailing to the last known mailing address of the certificate ho|den(s)onfile with the agent of record orthe Company will be sufficient proof nfnotice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were issued a certificate of insurance applicable to this policy's term, Failure to provide auch notice to the certificate holder(s) will not amend or extend the deba the cancellation becomes effeodve, nor will it negate cancellation ofthe policy. Failure tosend notice shall impose noliability ofany kind upon the Company orits agents orrepresentatives. Form |H0313UG11 Page 1of1 � � � C3 � � � CD CD Ln M + NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) Policy Number: 10 WE AS8914 Endorsement Number: EffecthveDate: 08/I0/I7 Effective hour imthe same mmstated onthe Information Page ufthe policy. Named Insured and Address: OVERLAND PACIFIC AND CUTLER INC 3750 SC8ADFEL8 AVE SZE 150 LONG BEACH, CA 90808 This policy is subject to the following additional Conditions: A, In |[ this policy bcancelled bythe Company, other than for non-payment o[premium, notice n[such cancellation will be provided at least thirty (30 days in advance of the cancellation effenUma date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company, If this policy is cancelled by the Company for non-payment of pnamium, or by the inourod, notice of such oenoaUedon will be provided within ten (10) days nfthe cancellation effective deby to the certificate holder(s) with mailing addresses on 0e with the agent of record or the Company. FonnVVC 99 03 94 Printed inU.S.A` Process Date: 08/11/17 If notice is mailed, proof of mailing tothe last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof ofnotice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were issued e certificate of insurance epp|ioob/o to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes eMeo|ive, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company orits agents orrepresentatives. Policy Expiration Date: 08/10/I8